HomeAid Project Handbook Complete-1 - October 2026 by homeaidnational

HomeAid Project Development Handbook

2026

HomeAid Project Development Handbook 2026

Table of Contents Handbook Sections I. II. III. IV. V. VI. VII. VIII. IX. X. XI. XII. XIII. XIV. XV. XVI.

Program Overview .......................................................................................................................... 1 Project Selection Process ................................................................................................................ 2 Committees..................................................................................................................................... 3 Builder Captain Recruitment .......................................................................................................... 6 Trade Partner, Supplier, and Consultant Engagement ................................................................... 7 Insurance Requirements ................................................................................................................. 7 Project Kick-off and Stakeholder Alignment ................................................................................... 9 Project Development Process ......................................................................................................... 9 HomeAid Project Representation ................................................................................................. 11 Design and Permitting .................................................................................................................. 11 Construction Management ........................................................................................................... 12 Public Relations and Promotion ................................................................................................... 12 Post-Construction Responsibilities ............................................................................................... 13 Financial Contributions from Service Providers............................................................................ 14 Care Days and Community Drives................................................................................................. 14 The Three Pillars of HomeAid ....................................................................................................... 15

Appendices Appendix A Appendix B Appendix C Appendix D Appendix E Appendix F Appendix G Appendix H Appendix I Appendix J Appendix K Appendix L Appendix M Appendix N Appendix O Appendix P Appendix Q Appendix R Appendix S

Builder Captain Responsibilities .......................................................................................... 17 In-Kind Donation Form ........................................................................................................ 18 Sample In-Kind Donation Letter to Trades .......................................................................... 19 2026 Summary of Insurance Policies................................................................................... 20 Project Liaison Responsibilities ........................................................................................... 21 Letter of Provisional Acceptance......................................................................................... 22 Project Worksheet............................................................................................................... 23 Letter of Agreement with Service Provider / Exoneration Agreement ............................... 24 HomeAid Build Project Application ..................................................................................... 30 Qualifying Questionnaire .................................................................................................... 32 Technical Review of Application.......................................................................................... 36 Threshold Review of Application......................................................................................... 41 Project Development Process in a Nutshell ........................................................................ 43 Sample Decline Letter ......................................................................................................... 46 Project Kick-off Meeting ...................................................................................................... 47 Project Promotional Addendum – Summary ...................................................................... 49 Working Budget for Projects ............................................................................................... 50 Sample Thank You Letter..................................................................................................... 52 Project and Wrap Application for Insurance ....................................................................... 53

I. Program Overview HomeAid’s Project Development Program connects builders, community leaders, trade partners, consultants, donors, volunteers, and service providers to combat homelessness. Guided by a builder captain, HomeAid constructs or renovates housing and programmatic facilities using skilled labor, services, and materials, which are donated mainly by the building industry. HomeAid has maintained a 40% in-kind donation rate, with most developments achieving over 80% throughout its history, enabling its service providers to develop affordable projects. This leverage conserves a large portion of the nonprofit funds for operations, housing, and transformative programs. Each HomeAid Affiliate is expected to complete at least one project each year. Project Development begins with presenting the HomeAid mission to local nonprofit organizations that also have a mission to fight homelessness. It is essential for HomeAid Affiliates to educate local nonprofit service providers about HomeAid's mission. Service providers who understand this mission and HomeAid’s housing development priorities are more likely to submit thorough and complete Project Applications. Affiliates can engage with service providers through various methods, such as one-onone meetings, informal roundtable discussions, presentations at homeless coalitions, community councils, or Continuum of Care meetings. As HomeAid Affiliates become more active within their communities and gain a better understanding of the local service providers, they will be better equipped to identify reputable organizations that deliver quality programs and services. Resources can be found in the employee portal, which includes examples of brochures, presentations, and materials designed to educate service providers.

The following exhibit visualizes the general project development process.

II. Project Selection Process The first stage is project selection, which involves identifying a qualified service provider, this may include a visit to the site from the Executive Director. To qualify for assistance as a HomeAid project, the service provider must have a program based in the HomeAid affiliates’ territory and meet the following criteria: 1. A mission to help those experiencing homelessness or at risk of homelessness. 2. Status as a 501(c)(3) organization or collaboration with a government agency. 3. Strong community and political support. 4. A solid track record of enabling clients to achieve stability and secure long-term housing. 5. Operational funding is in place to sustain and expand client programs. 6. Availability of capital funds or the demonstrated ability to raise the necessary funding to ensure project completion and continued successful operation thereafter. 7. Ownership or control of the property. a. Affiliates will need to assess the service provider's level of ownership/control of the property. A service provider may be negotiating with a jurisdiction regarding a property or leasing it. Based on the likelihood of control or the length of a lease (a minimum of 5 to 10 years recommended), the affiliate can determine the potential investments and project value as it moves toward adoption. If the project includes a lease, the property owner must be notified about the project and the planned work. The affiliate, with help from their lawyer, should decide whether to include the property owner as a third party in the agreement and the insurance policies. 8. A strong commitment to the project. 9. No engagement in discriminatory practices.

Numerous details must align for a service provider to express interest, have a project considered, and potentially obtain approval. The graph below illustrates the steps from interest to project approval. The qualifying questionnaire is an optional step.

The Project Application is essential for assessing a project’s scope and the service provider's capacity for completing the project while maintaining operations. No verbal or written commitments should be made until the application process is complete. Project information should be entered into Salesforce once the application is received.

III. Committees The Project Selection and/or Project Development Committee oversees the entire project selection process, from initial screening through adoption of the project. The Project Selection and/or Project Development Committee will be further mentioned as the “committee”. The committee can include the HomeAid Executive Director, board members, consultants, and current or past builder captains. The committee has key tasks that could include identifying a project that a building team can complete successfully; ensuring a qualifying and appropriate nonprofit will manage the facility to help homeless individuals and families achieve self-sufficiency; and recruiting the builder captain. The committee evaluates the service provider’s eligibility based on: •

Application completion

•

Financial capacity for construction and operations

•

Quality of responses and documentation

•

Staff and board commitment

•

Community support

•

Alignment with community needs (Housing Inventory Count (HIC) and Point in Time (PIT) data)

•

Board involvement in fundraising

A negative response to any of these factors may signal potential issues. The committee has two primary tools for evaluating applications if desired by the affiliate: the Threshold Review Form and the Technical Review Form. The Threshold Review Form checks whether the service provider meets the minimum requirements. If an application passes this review, it proceeds to the Technical Review, which assesses its quality. If an application does not pass the Threshold Review, the service provider receives feedback on what improvements are needed for future submissions. The Technical Review Form focuses on how effectively the service provider answered the application questions. The scores from both forms assist the committee in determining which projects are most likely to succeed. Following the acceptance of an application, the HomeAid Executive Director and committee members may conduct additional site visits with the service provider. After completing these visits and summarizing the reviews, the committee votes on whether to approve or reject the project and if they will submit it to the board for final approval. If a project is not accepted, the applicant will receive a written notification along with feedback for future applications. If approved, a Provisional Letter of Acceptance will be issued. HomeAid affiliates have faced challenges, including issues with service providers not having control over land entitlements or with launching capital campaigns. It is crucial for service providers to secure adequate funding for the success of construction projects. Financial documents such as budgets and funding proposals should be reviewed by finance or construction specialists, the Board Treasurer or a qualified banking professional. HomeAid America is available to assist throughout this process. Construction delays and change orders can affect project funding, making it essential to discuss any additional costs in advance. Regularly update the project budget and ensure there are adequate contingency funds in place. Change orders that increase costs or expand the project's scope require prior approval from both the service

provider and the builder captain. These orders should only move forward if the service provider can supply the necessary resources. Additionally, service providers should be prepared for the possibility that in-kind contributions may not meet expectations. HomeAid must also consider whether funding sources necessitate compliance with prevailing wage laws, as this can increase project costs. It's advisable to avoid projects subject to prevailing wage laws unless absolutely necessary. Some publicly funded projects may be eligible for prevailing wage exemptions. HomeAid affiliates generally provide support for projects through in-kind services and oversight rather than direct financial contributions. Occasionally, an affiliate may have specific funds available for construction-related expenses. HomeAid can help service providers seek additional funding from public or private sources, including collaborative fundraising efforts. However, it is ultimately the responsibility of the service provider to secure the necessary financing for project completion, and this responsibility should be clearly outlined during the agreement process. To ensure a successful project, it is crucial to keep detailed meeting notes, budget documents, and construction progress records. After the affiliate board approves the project, the status should be updated in Salesforce, and project details should be updated when details like the budget, dates, or status change. For insurance purposes and when entering data into Salesforce, the project's value should accurately reflect its retail value. Any funds raised for the project must be documented in audits and budgets as contributions from HomeAid and other donors. The Project Budget Tracking template can help organize and effectively track in-kind donations, streamlining the process of recording these contributions.

IV. Builder Captain Recruitment Selecting a builder captain is a critical decision for the committee and the HomeAid Affiliate. When choosing a builder, consider their proximity to the project site, the size and staffing of their company, their ability to secure in-kind donations, and their proposed timeline for project completion. Typically, a builder captain is expected to undertake the project pro bono, meaning they do not earn a profit, and to provide general administrative services at no cost. These terms can be negotiated as the project scope is defined. While a builder captain is generally not required to contribute funds to the project, they may choose to do so at their discretion.

HomeAid Affiliates can identify the right builder captain by: •

Hosting a luncheon to connect service providers with builders, featuring a program graduate who can share community needs.

•

Networking with local or national homebuilders, including those involved in multi-family or commercial projects, as well as connecting with past builder captains.

•

Attending events hosted by local Building Industry Associations (BIA) and Home Builders Associations (HBA).

A builder captain is assigned to the project, and a Project Development Team is formed after the builder captain evaluates the project's scope and budget. This assessment is crucial before finalizing legal documents and obtaining insurance. Once the builder captain estimates the project's costs and accounts for potential in-kind donations and unexpected expenses, a Letter of Agreement/Exoneration Agreement can be drafted. Construction cannot begin without a signed Letter of Agreement/Exoneration Agreement. This document protects HomeAid, the builder captain, trade contractors, suppliers, and donors from any liabilities associated with the construction process. It clearly outlines the financial, legal, and operational responsibilities of all parties involved. For all new affiliates, local lawyers should perform an initial review of HomeAid's Letter of Agreement/Exoneration Agreement to ensure it complies with local laws. Each individual agreement should also be tailored to the project's specific details.

V. Trade Partner, Supplier, and Consultant Engagement After selecting a builder captain, it's important to hold a meeting with potential trade partners, suppliers, and consultants early in the project process. This meeting should include HomeAid, the builder captain, and the service provider to generate interest and foster a sense of emotional ownership for the project. It is not uncommon for trade partners to later withdraw due to various schedules and financial circumstances. Be prepared to bring in substitutes to ensure the project's vision continues to prosper.

VI. Insurance Requirements HomeAid America offers a General Liability WRAP/OCIP Insurance Policy to protect all stakeholders involved in a construction project. The service provider is also required to obtain course-of-construction or builder’s risk insurance that covers the full replacement value of the project and all associated risks during the construction period. Depending on the project's location, the Affiliate may also require additional coverage for earthquakes, floods, or other local hazards. Before construction can commence, the service provider must sign the Letter of Agreement, provide proof of the course-of-construction (builder's risk) insurance, and pay the premium for the General Liability WRAP/OCIP insurance. It is required that the service provider or builder captain either be covered under the general liability of WRAP/OCIP insurance policy or provide evidence of an alternative insurance policy. If the service provider or builder captain chooses to obtain their own liability insurance, they must secure both comprehensive general liability and products liability insurance for the duration of the work. This insurance policy must receive approval from HomeAid America. Once the agreement is signed, they must add HomeAid Affiliate and HomeAid America as additional insured parties and provide

proof of this coverage. Additionally, the Service Provider or Builder Captain agrees to include the entities listed on the subcontractor's enrollment form as additional insureds and to add any other parties that HomeAid identifies as having made significant contributions to the work. This summary outlines the steps for submitting the General Liability WRAP/OCIP Insurance Application. It includes important details about insurance rates, documentation requirements, and the roles of various parties involved. Following these guidelines will help ensure a smooth process as you plan and execute the project. •

Submit the general liability WRAP/OCIP Insurance Application to HomeAid America, allowing 14 days for processing before the start of construction

•

Reach out to the HomeAid Finance Director to get the current insurance rates.

•

Include HomeAid America, the HomeAid Affiliate, and the service provider in the "Named Insured" section of the application

•

The HomeAid America Finance Director will verify receipt of all necessary documents following the application submission

•

HomeAid America will generate an invoice for the insurance premium and send it to the Affiliate Executive Director for payment from the service provider

•

Once full payment is received, the application will be forwarded to Lockton Insurance Brokers for processing

•

Lockton will coordinate with the builder captain to obtain the necessary certificates of insurance for all parties involved

•

Monthly reports, titled "Enrolled Contractors Report," OCIP Status Report will be provided to HomeAid Executive Directors for all trades that have signed the Subcontractor Enrollment Form. Affiliates should review these reports for accuracy

•

The builder captain and trade contractors are responsible for providing their own Workers' Compensation Insurance and vehicle coverage as required by state law

•

Adjust the insurance coverage when there are substantial budget changes to ensure that the coverage remains accurate by contacting the Director of Finance.

HomeAid does not offer work warranties because many of the trade contractors contribute to their service’s pro bono. Instead of warranties, HomeAid provides a General Liability WRAP/OCIP Insurance Policy that eliminates liability for all companies and individuals involved in the projects. It is important to note that manufacturers' warranties usually only apply to products that have been purchased. Once the legal documents are finalized, the team will conduct a Project Kick-off meeting for all stakeholders. This meeting will outline the project development process, review costs, and clarify roles and schedules. It will also provide an opportunity to introduce participants and generate excitement for the project.

VII. Project Kick- off and Stakeholder Alignment The Project Kick-off meeting will address the following topics: •

Approval and payment processes for invoices

•

Change order procedures

•

Schedule and frequency of construction meetings

•

Identification of key events (such as groundbreaking, topping off, wall-raising, frame walks, and dedication)

•

Creation of an event budget

•

Leadership roles and shared responsibilities between the service provider and HomeAid - Planning for communication and publicity - Submission of permits as necessary

VIII. Project Development Process The project development team has several key responsibilities, including: 1. Completing the project design 2. Conducting research and securing all necessary entitlements and permits 3. Recruiting trade partners 4. Continue to evaluate the project's financial viability

5. Coordinating the project from inception to completion HomeAid has successfully completed a range of projects across the continuum of care to address local community needs. These projects include affordable housing, renovations, and new constructions for both residential and commercial purposes. Some projects add beds while others create space for supportive services like offices, kitchens, playgrounds, classrooms and counseling rooms, enabling service providers to better assist their clients. When considering multiple projects, priority should be given to those that add or preserve beds. An Affiliate may invest significant time—ranging from days to years—working with a service provider on pre-development work. This phase may include tasks such as site selection, feasibility studies, financial planning, design development, and securing permits and approvals. For some projects, the scope of work may be limited to only the pre-development phase. It is essential to assemble a skilled team, which may include a land developer, general contractor, civil engineer, architect, land surveyor, title company representative, soils engineer, or any other knowledgeable and interested individual. Key questions for due diligence may include: - Does the zoning meet your needs?

- Are utilities available?

- Is the property plated or does it need re- - Is the land raw or previously developed? plating? - Is the site too hilly? Is there too much

- What are the timelines and costs for

grade?

development and construction?

- Is the property size adequate for your

- Are bonds required by the jurisdiction?

structure? - Are land dedications in place?

- Are there local opposition issues or HOA concerns?

- Is there property access?

- Is the building historically designated?

IX. HomeAid Project Representation A representative from HomeAid, alongside the Builder Captain, must attend all project meetings to ensure clear communication and effective project control. Their involvement keeps everyone informed and helps address issues promptly, supporting the project's success.

X. Design and Permitting For projects that are larger than minor renovations or those requiring official approvals, a design team is crucial. This team develops the necessary plans and drawings and can also assist with fundraising. An architect or planner typically leads the team, collaborating with civil engineers, electrical engineers, and other specialists. In some cases, the service provider may secure pro bono assistance. HomeAid will also seek additional consultants from local builders, aiming to obtain donated services, which will be tracked in the project budget. The budget should include estimates for all costs, including required bonds, which the service provider should be prepared to pay, with the expectation of receiving any unused funds back after the project's completion. The design team can be assembled before a builder captain is selected. The journey from concept to final approval can take several years. If a builder captain has not been identified yet, the Affiliate should include a builder representative to assist in reviewing the plans. Gaining necessary approvals will require collaboration with local councils or supervisors. HomeAid plays a critical role in discussions and public hearings by advocating for the project.

XI. Construction Management The builder captain usually assigns a Project Manager to oversee the design and entitlement process and a Construction Superintendent to manage scheduling and construction. The Project Development Team, which comprises the service provider, builder captain, Affiliate Executive Director, and HomeAid Project Liaison, meets regularly to review the construction schedule and budget, addressing any issues that may arise. It is essential to have active cooperation from the builder captain’s purchasing agents to maintain commitments from trade partners and suppliers, ensuring that the construction schedule is met.

XII. Public Relations and Promotion The Partnership and Project Promotional Addendum outlines how the HomeAid Affiliate and the service provider will work together to promote their partnership. It specifies the responsibilities of each party in recognizing the contributions made by HomeAid and other partners. This addendum should be added to the Letter of Agreement/Exoneration Agreement. The Project Development team will create an inspiring public relations plan that utilizes both local resources and those from HomeAid America. This plan is a crucial component of the HomeAid program, as it aims to inform the public about the significant contributions of the building industry in providing housing and support for individuals who are experiencing or at risk of homelessness. The public relations plan may include some or all the following elements: 1. Articles featured in magazines such as Builder, Builder and Developer, and local interest publications. 2. Editorials submitted by HomeAid, highlighting the contributions of donors. 3. Naming rights and a permanent plaque at the project site. 4. Special event recognition, e.g., for groundbreakings and dedications.

5. Proclamations from local governments, including city, county, state, or federal representatives. 6. Construction signage displayed at the site (if applicable). 7. Recognition in the service provider’s newsletters and publications. 8. Acknowledgment in HomeAid publications and on the website. 9. Issuance of recognition certificates and awards at dedication event. 10. Updates and recognition shared on social media platforms. 11. Approved boilerplate text for all parties involved. 12. Press releases distributed to media outlets. Groundbreaking and dedication events are essential forms of public recognition and should be included in every public relations plan. HomeAid Affiliates should organize and oversee these events to raise awareness of the HomeAid mission and properly acknowledge partners. A groundbreaking ceremony typically includes speeches, gold shovels, hard hats, and refreshments, providing opportunities for media exposure and photography. In contrast, a dedication ceremony, which takes place upon project completion, may feature ribbon-cutting, awards, trade recognition, speeches, tours, a permanent plaque, and light refreshments. It is important to establish funding responsibilities for these events early in the project development process. Additionally, special event insurance can be obtained from HomeAid America to protect against potential risks.

XIII. Post- Construction Responsibilities The Project Development Team is responsible for explaining how responsibilities will be managed after the construction is completed. The HomeAid Affiliate must mark the project as "Completed" in Salesforce and update all relevant details following the dedication event. If there is no formal dedication date, use the date when the project received the Certificate of Occupancy or the date when the

insurance coverage ended. The dedication date will also serve as the starting point for tracking the number of people served.

XIV. Financial Contributions from Service providers Pay it Forward Fee/In-kind/Developer Fee To support Affiliate operations and provide the service provider an opportunity to invest in the project, each HomeAid Affiliate may charge the service provider a fee. This fee is set at ten percent (10%) of the total value of in-kind (pro bono) contributions made by the builder captain, trade contractors, suppliers, consultants, and other volunteers. The fee will be based on the actual final value of these contributions assessed at the end of the project. A preliminary value will be included in the Letter of Agreement/Exoneration Agreement, but the final value will be determined after project completion. The service provider is required to pay the fee to the HomeAid Affiliate no later than 120 days after the project concludes. Alternatively, the Affiliate may charge the service provider a flat fee, a predetermined amount, a percentage of the overall project cost, or decide to waive the fee.

XV. Care Days and Community Drives HomeAid is dedicated to making a significant impact through two exceptional opportunities for involvement beyond Build projects. First, individuals can participate in Care Days, where volunteers come together to assist with maintenance, painting, landscaping, and minor improvements. These projects are usually completed within a few days. Care Days utilize WRAP/OCIP Insurance and are typically provided by the HomeAid Affiliate, at no cost to service providers. HomeAid also organizes Drives to collect items from communities or businesses. Volunteers typically gather to inventory the donated items, assemble Care Kits, stock

houses, or distribute the collected items to people in need or service providers. These Drives are covered under special events insurance. Both Care Days and Drives effectively complement Build projects, enhancing the impact and visibility of HomeAid within the community. They also offer engaging, lowpressure opportunities for collaboration with current and new service providers. Furthermore, these initiatives can serve as vibrant platforms for raising awareness about HomeAid's mission. Through hands-on activities or community engagement efforts, these events aim to foster a deeper connection and understanding of the vital work conducted by HomeAid, invigorating the spirit of collaboration and support within the communities served.

XVI. The Three Pillars of HomeAid

HomeAid is built on three pillars that work together to combat homelessness: Construction, Community Engagement, and Education. Understanding how these pillars connect is essential for anyone representing HomeAid — whether you're new to the organization, serving on a board, or supporting a committee at one of our affiliates.

Construction is the most visible expression of our mission. Through partnerships with builders, developers, trade contractors, and suppliers, HomeAid through its affiliates across the country builds and renovates housing for individuals and families experiencing or at risk of homelessness. These projects are made possible largely

through in-kind donations of materials, labor, and expertise from the home building industry — turning our industry's skills into safe, dignified places to live. Community Engagement is what mobilizes the people and resources behind every build. This pillar connects builders, other non-profit organization, vendors, volunteers, and local partners to HomeAid's mission, creating opportunities for the community to give back in tangible, hands-on ways. It's also how we build public awareness of homelessness in the communities we serve and rally support —financial, material, and volunteer — for our work. Education extends our impact. This pillar educates and brings awareness to the broader community, industry partners, and policymakers about the causes and solutions to homelessness.

APPENDIX A: Builder Captain Responsibilities Manage the project as if the Builder Captain owned it and adhere to business standards. This requires the Builder Captain to: PROJECT LEADERSHIP AND COORDINATION • • • • • • • •

Participate in the initial site assessment. Review project plans, oversee design, and define the scope of work. Create and manage the construction budget. Collaborate with a purchasing agent if applicable. Recruit trade partners and suppliers, encouraging donations or discounts through events or request letters. Ensure all trades sign the WRAP Subcontractor Enrollment Form before starting. Assign a project manager for daily oversight and timely completion with support from the HomeAid Executive Director. Attend Project Team meetings to maintain clear communication and keep HomeAid updated on status changes. Engage in project-related events and activities.

FOR PROJECT BUDGET AND TRACKING, BUILDER CAPTAIN AGREES TO: • • • •

Contribute 100% of project management as an in-kind donation and provide its value to HomeAid. Use project donations from HomeAid America's partners at the start of a project, if available. Review invoices from trade partners for accuracy. Provide HomeAid with a list of all trade partners, suppliers, and participants involved in the project. Include the fair market value of materials and labor donations, along with contact information, so HomeAid can track the project budget.

APPENDIX B In-Kind Donation Form Editable template available on the Affiliate Portal Project: Project Address: Project Description:

SCHEDULE OF RETAIL VALUE AND DONATIONS Use this form to document the retail value of work, the amount to be billed, and the portion donated by the Trade Partner or Service Provider. Description of Work / Detailed Scope:

PLEDGED DONATION AMOUNTS Category / Description

Retail Value

Amount to be Billed

Amount to be Donated

$0.00

Materials

Labor / Services

TOTAL

$0.00

TRADE PARTNER / SERVICE PROVIDER INFORMATION Organization: Contact Person: Title: Address: Phone Number: Email Address: Tax ID:

AUTHORIZATION Signature:

Date: Enter amounts directly in the gray cells. Totals calculate automatically.

APPENDIX C: Sample In-Kind Donation Letter to Trades This is a sample letter. An editable template is available on the Affiliate Portal. Copy the text, place it on your affiliate letterhead, and customize it.

APPENDIX D: 2026 Summary of Insurance Policies All projects, renovations, housing improvements, care days, and outreach events require insurance coverage.

1 DIRECTORS & OFFICERS LIABILITY Carrier

Travelers Casualty & Surety Company of America

Annual Cost

Annual Cost (Per Affiliate) estimate: $1,000 - $1,200

Coverage

$2,000,000 Directors & Officers • $5,000 Deductible/Retention $2,000,000 Employment Practices Liability (EPLI) • $35,000 Retention (Deductible)

Details

Offered by HAA at a prorated rate based on the number of participating affiliates.

2 SPECIAL EVENTS LIABILITY Carrier

Philadelphia Insurance Companies

Cost

$40 per non-athletic low-risk event - The affiliate pays the pass-through cost to HAA.

Coverage

$1,000,000 Per Occurrence $3,000,000 Aggregate

Used For

Fundraisers, Builder Recruitment, Groundbreakings, Dedications, and Community Outreach (Care Days with non-skilled labor).

Other Events

Golf Tournaments $350 - $780 (depends on the number of attendees and volunteers) Trap Shoot $1,030 - $1,545 (depends on the number of attendees and volunteers)

Note

Alcohol service provided by a non-licensed party requires an added Liquor Liability Rider - contact HAA staff for guidance.

3 OCIP / WRAP INSURANCE Carrier

Spinnaker Specialty (Quantum) A - IX

Cost

$17.25 per $1,000 of construction cost

Policy

HAA provides a 3-year insurance policy covering all housing projects by the affiliates. HAA pays the premium upfront, then bills the affiliate throughout the policy term as projects are added. Typically, the affiliate passes this cost to the SP.

Coverage

$5,000,000 Bodily Injury & Property Damage $5,000,000 Aggregate

Used For

Housing Developments, Renovations, Construction-Related Projects, CARE Days involving skilled labor, construction, or equipment, Painting, Landscaping, and Site Maintenance.

Note

Affiliates may list themselves as the Builder Captain on the application; subcontractors/trades must enroll in the policy to be covered; volunteers must sign waivers.

4 COURSE OF CONSTRUCTION / BUILDER'S RISK Secured By

Service Provider

Used For

Fire, Arson, and Other Construction-Phase risks 20 HOMEAID PROJECT DEVELOPMENT | 1

APPENDIX E: Project Liaison Responsibilities ROLE OVERVIEW The Project Liaison—typically a member of the Project Selection, Project Development Committee, or Board—supports and monitors project progress, working closely with the Executive Director (ED) and Builder Captain to keep the affiliate informed and ensure the project runs smoothly. Note: Each project is unique, and the liaison level of involvement may vary accordingly. This summary outlines the core expectations to ensure every HomeAid project runs smoothly and successfully. CORE RESPONSIBILITIES • Maintain regular communication with the Builder Captain and ED. • Attend pre-construction meetings and conduct job site visits during construction. • Take progress photos throughout the project. • Live or work near the project site to support meetings and address issues. LEGAL & ADMINISTRATIVE SUPPORT Help facilitate approvals and meet legal and insurance requirements. Key Documents: • Letter of Agreement / Exoneration Agreement • WRAP (General Liability) Policy Payment • Course of Construction / Builder’s Risk Insurance Certificate • Project and Budget Tracking Forms Note: Draft the Letter of Agreement only after the budget is complete. The Liaison may help prepare recommendations for the Project Development Committee and Board. PRE-DEVELOPMENT & CONSTRUCTION PHASE Monitors and supports all project stages, including: • Pre-Design, Design Development, Construction Documents, and Permitting • Assisting with recruiting Builder Captains and managing permitting responsibilities • Supporting Technical and Threshold Reviews • Reporting progress at committee or board meetings • Coordinating project signage (including logos for HomeAid, Builder Captain, and Service Provider) • May also assist with volunteer Care Days (painting, landscaping, cleanup) ADDITIONAL CONTRIBUTIONS • Assist with vendor outreach, issue resolution, and Service Provider wish lists (furnishings, equipment, supplies)

HOMEAID PROJECT DEVELOPMENT | 1

APPENDIX F: Letter of Provisional Acceptance This is a sample letter. An editable template is available on the Affiliate Portal. Copy the text, place it on your affiliate letterhead, and customize it.

APPENDIX G: Project Worksheet An editable template can be found on the Affiliate Portal. Note that this Excel worksheet does not substitute for Salesforce entries. Instead, it serves as an additional tracking tool, especially useful when you require a printed copy.

APPENDIX H: Letter of Agreement with Service Provider/ Exoneration Agreement An editable template is available on the Affiliate Portal. Copy the text, fill in all required fields, and place it on affiliate letterhead. [HomeAid Affiliate Letterhead] [date] Inside Address of Service Provider Dear [Name]: This letter is in response to your Project Application dated ________________, 20______, requesting assistance with the construction of your project known as [insert name of project, e.g. "House of Hope"] (the "Project"). I am pleased to advise you, an authorized representative of __________________________ ("Service Provider") that your Builder Captain has prepared a preliminary budget for the Project and HomeAid [Territory] ("HomeAid") is now ready to move forward. This letter includes the basic terms and conditions on which HomeAid will arrange for donations of inkind labor and materials for the Project. The work of constructing the Project is sometimes herein referred to as the "Work." Please review this letter and, if the terms and conditions set forth are acceptable to you, sign and return one counterpart as provided below.

Financial Responsibility.

The Builder Captain for the Project has estimated that the cost of completing the Project, over and above the donation of goods and services to be obtained by HomeAid [and anticipated grant monies], (the "Remaining Financial Requirement") will be approximately $_________. (Note: This amount, as noted below, could be greater.) It is the ultimate responsibility of the Service Provider to provide the Remaining Financial Requirement; i.e., the funds necessary to complete the Project. Service Provider hereby acknowledges that HomeAid's contribution is limited to such in-kind donations of labor and materials as it may be able to obtain. [INCLUDE THIS PARAGRAPH IF HOMEAID {TERRITORY} EXPECTS TO ADVANCE FUNDS FOR THE PROJECT: Although the ultimate responsibility for completion of the Project shall, in all events, remain with Service Provider, HomeAid may advance some funds as the Project progresses. It shall be the Service Provider's responsibility to reimburse HomeAid for any advanced funds, whether from the Service Provider's own funds or from grant monies anticipated to be obtained through the efforts of HomeAid, the Service Provider, or both. In the event that the anticipated grant monies are ultimately unavailable, Service Provider shall remain obligated to reimburse HomeAid for all funds advanced by HomeAid.] The following cost breakdown furnished by the Builder Captain for the Project shows the calculation of the estimated Remaining Financial Contribution (i.e., funds to be secured by the Service Provider): Total Budgeted Cost of Project (Est.)

Less the Value of In-Kind Contributions (Est.)

[To be included only if applicable; Obtained or to be obtained by HomeAid or Service Provider] Anticipated Grant Monies

ESTIMATED REMAINING FINANCIAL REQUIREMENT (i.e., funds to be secured by Service Provider)

There can be no assurance that in-kind donations of labor and materials in the amount outlined in the cost breakdown above will ultimately be available. As a result, we will not be able to determine with accuracy the exact amount of the Remaining Financial Requirement until the construction work is virtually complete. The Service Provider must be prepared to cover the Remaining Financial Requirement, which may be estimated from time to time throughout the "pre-development" and "during-construction" periods. To ensure that the Project will be completed, HomeAid requires that Service Provider deposit into the "Construction Account" defined below an amount equal to ____% of the Remaining Financial Requirement before commencing the Project. Please provide us with evidence of such a deposit into the Construction Account as soon as possible.

Disbursements; Construction Account.

Service Provider shall make appropriate arrangements with the Builder Captain for proper disbursements of its funds in accordance with usual and customary construction industry practices. Service Provider shall maintain control of its own funds, and HomeAid shall not be responsible for the handling of any of Service Provider's funds. Service Provider shall establish a separate bank account with respect to the Project (the "Construction Account"). All the funds for the construction of the Project shall be deposited into and disbursed from the Construction Account. Service Provider shall deposit all of its funds for the construction of the Project in the Construction Account. Any funds that may be advanced or contributed by HomeAid shall also be deposited in the Construction Account. Funds may be withdrawn from the Construction Account only for the purpose of paying construction costs and only upon the authorization of two (2) signatories, [optional one representing HomeAid and one representing Service Provider]. Service Provider shall maintain adequate books and records with respect to the Project, including copies of all invoices, lien releases, and other items. In addition, Service Provider shall produce or cause to be produced a periodic statement showing, by line item, budgeted expenditures, expenditures made to date and amounts remaining to be expended. The form of such statement shall be reasonably satisfactory to the Builder Captain. The statement shall be updated no less frequently than monthly. Service Provider shall submit to HomeAid and Builder Captain a copy of each periodic statement showing the progress of construction. HomeAid and the Builder Captain shall also have access to books and records relating to the Project at any time upon reasonable request of the Service Provider. 3.

Exoneration Agreement.

(a) Subject to the terms and provisions of this Agreement, including Section 3(b) below, Service Provider hereby irrevocably exonerates, releases, acquits and discharges all of the following persons and entities (each, an "Exonerated Party" and collectively, the "Exonerated Parties”): HomeAid; the members of HomeAid, if any; HomeAid America, and any and all subcontractors, suppliers, architects, engineers, designers, consulting firms and others who, through the auspices, directly or indirectly, of HomeAid, have provided or will provide services, materials or supplies (whether or not for compensation) in connection with the Work, and each of their past, present and future employees, officers, directors, attorneys, affiliates, representatives, subsidiaries and agents (including, but not limited to, those persons or entities, if any, set forth on Schedule " 1" attached hereto) of and from any and all demands, losses, claims, costs, suits, damages, liabilities and expenses arising out of, relating to or in any manner connected with the Work (each a "Liability," and collectively, the "Liabilities"), which Service Provider has or asserts, or hereafter may have or assert, against any of the Exonerated Parties. Service Provider agrees that it shall not initiate or prosecute a judicial action against any of the Exonerated Parties with respect to any such Liability. (b) In the event that any Exonerated Party or any person who has assumed, been assigned, or is subrogated to the rights of any Exonerated Party (each of such persons and Exonerated Party being hereinafter referred to as a "Claimant") brings an action or claim against Service Provider arising out of, relating to, or in any manner connected with the Work, then the provisions of Paragraph 3(a) above shall no longer bind Care Provider as to such Exonerated Party, and Service Provider shall, in such event, have the right to initiate and maintain an action or cross-complaint based upon a Liability of such Exonerated Party to Service Provider; provided, however, that (i) Service Provider shall have provided such Claimant with at least ten (10) calendar days' prior written notice of the provisions hereof and of Service Provider's intent to bring an action or cross-complaint based upon a Liability of such Exonerated Party pursuant to this Paragraph 3(b), and (ii) upon the expiration of such ten (10) calendar day period, such Claimant shall not have withdrawn the action or claim against Service Provider. 26

[Check local law for wording of the following paragraph:] (c) Service Provider acknowledges that it is aware of and familiar with the provisions of Section 1542 of the California Civil Code, which provides as follows: "A general release does not extend to claims which the creditor does not know or suspect to exist in his favor at the time of executing the release, which if known by him must have materially affected his settlement with the debtor." (d) Service Provider hereby waives and relinquishes all rights and benefits which it may have under Section 1542 of the California Civil Code, or the law of any other state or jurisdiction, or common law principle, to the same or similar effect. Service Provider Initials:

[ALTERNATE #1] Insurance.

(a) HomeAid has secured and shall maintain, in full force and effect during such time as the Work is underway, a comprehensive general liability insurance policy (the "Policy"), completed operations and products liability insurance. The Policy shall be in such form and carried by such insurer as HomeAid America may from time to time determine. (b) Service Provider hereby agrees to pay HomeAid for delivery to HomeAid America Service Provider's proportionate share of the premium for the Policy based on the prorated premium for such policy established by HomeAid America. Concurrently with the execution hereof, Service Provider shall pay an amount equal to (A) _________ Dollars ($___) [insert current insurance rate] times (B) the quotient obtained by dividing (i) the estimated Total Budgeted Cost of the Project by (ii) One Thousand Dollars ($1,000.00), or a total of _________ and __/100 Dollars ($________) representing the Service Provider's pro rata share of the insurance premium for the Policy. (c) As soon as practicable after the execution hereof, HomeAid shall cause Service Provider to be named as an additional insured under the Policy. (d) HomeAid agrees that it will name the persons or entities listed in Schedule 1 hereof as additional insureds under the Policy and that it will endeavor to name as an additional insured under the Policy such other Exonerated Parties as HomeAid reasonably determines from time to time to have made a significant contribution toward the performance and accomplishment of the Work. 4.

[ALTERNATE #2] Insurance.

(a) Service Provider shall secure and shall maintain in full force and effect during such time as the Work is underway a comprehensive general liability insurance policy (the "Policy"), completed operations and products liability insurance. The Policy shall be in such form and carried by such insurer as HomeAid shall reasonably approve. (b) As soon as practicable after the execution hereof, Service Provider shall name HomeAid and HomeAid America as additional insureds under the Policy, and a certificate evidencing such coverage shall be provided to HomeAid. (c) Service Provider agrees that it will also name the persons or entities listed in Schedule 1 hereof as additional insureds under the Policy and that it will endeavor to name as additional insured under the Policy such other Exonerated Parties as HomeAid reasonably determines from time to time to have made a significant contribution toward the performance and accomplishment of the Work.

Casualty Insurance

Service Provider shall obtain a course of construction or builder's risk policy of insurance covering the Project for the full replacement value thereof during the course of construction. [Depending upon the project location, the HomeAid Affiliate may also wish to require that the policy insure against loss from earthquake, flood or both; if so, add requirement here.] Service Provider agrees to verify such insurance along with this Letter of Agreement. Such insurance shall include a waiver by the insurance carrier of its right of subrogation with respect to any person or entity named, from time to time, as a primary or additional insured under the Policy. 6.

Pay It Forward Fee to HomeAid.

Service Providers are expected to make a Pay It Forward Fee to HomeAid of ten percent (10%) of the estimated value of HomeAid's contribution of in-kind goods and services to the Project. These funds are used to help defray administrative costs associated with HomeAid activities related to the Project. As the cost breakdown above indicates, the current estimated value of the in-kind goods and services is approximately $________. The contribution from Service Provider is therefore currently estimated at $________. [ALTERNATE #1] Service Provider acknowledges that the Pay If Forward Fee will be adjusted towards the end of the project when a more accurate estimate of in-kind donations can be assessed. As such, Service Provider agrees to pay their contribution to HomeAid upon completion of the project. [HomeAid Affiliate may require a portion or all of this contribution to be paid up before the commencement of construction; if so, please edit this paragraph accordingly.] [ALTERNATE #2] The Board of Directors of HomeAid [Territory] has determined, because of the worthiness of the Project, to waive the requirement of the Pay It Forward Fee for this Project. 7.

Publicity and Public Relations.

Service Provider acknowledges its obligation to cooperate with HomeAid to publicize HomeAid's assistance to Service Provider and its contribution to ending homelessness. Accordingly, Service Provider agrees to abide by the terms of the attached Partnership and Project Promotion Addendum. 8.

Service Provider Responsibilities.

(a) Site, Entitlements, Permits. Service Provider shall be responsible for furnishing the site for the Project and for obtaining all land use approvals, other entitlements and building permits required for the Project. Service Provider shall make all reasonable efforts to secure all necessary funding to complete the Project. Service Provider shall also use its own resources to secure, in cooperation with HomeAid, additional in-kind donations of labor and materials for the Project. (b) Maintenance of the Project. Upon completion of the Project, Service Provider shall accept the Project, be responsible for its maintenance, and use the Project for the purposes described in the Project Application. Neither HomeAid, any member of HomeAid, the Builder Captain, any Exonerated Party, nor HomeAid America is responsible for providing a homeowners' warranty, and no such warranty is expressed or implied. (c) Financial Statements. At all times, from the date hereof until the completion of the Project, Service Provider shall furnish HomeAid with the following financial statements: 1. Within thirty (30) days after the end of each fiscal quarter, a true and correct copy of Service Provider's financial statement for the prior fiscal quarter. 2. Within forty-five days after the end of each fiscal year, a true and correct copy of Service Provider's Financial Statement for the fiscal year.

(d) Permitted Uses. Service Provider agrees to use the Project and the property on which it is constructed ("Property") for the uses ("Permitted Uses") described in the Project Application. Service Provider shall not use the Property for any purpose other than the Permitted Uses without the prior written consent of HomeAid. 9.

HomeAid America, Inc.

HomeAid [AFFILIATE TERRITORY] is an affiliate of HomeAid America, Inc., a non-profit corporation. The parties intend that HomeAid America, Inc., shall be a third-party beneficiary of this agreement. 10.

Project Application.

The matters outlined in the Project Assistance Application are true, complete, and correct as of the date hereof, except as may be set forth in a separate statement to HomeAid to be returned with a signed counterpart of this letter agreement. We are eagerly looking forward to working with you on [Name of Project]. We are confident it will be a valuable resource for our community and a source of pride for all of us. Sincerely, HomeAid [Territory] BY: _______________________________ Name: __________________________ Title: Executive Director AGREED AND ACCEPTED THIS ____ DAY OF ________________, 20______. [SERVICE PROVIDER], a non-profit corporation By: _______________________________________ Name: ___________________________ Title: ____________________________

APPENDIX I: HomeAid Build Project Application HANDBOOK REFERENCE | Note: This handbook reference summarizes the fields and reproduces the covenants and certifications from the official application. Use the official online application for current requirements, responses, uploads, and submission.

HomeAid builds and renovates housing facilities for organizations serving people experiencing or at risk of homelessness. The application states that 75% of the project budget must be raised for a project to be accepted.

1. Applicant & Organization Information • Person submitting request: name, professional title, phone, and email; date of application. • Organization: name, mailing address, phone, and website. • Executive decision-maker: title, name, phone, and email (may be the applicant). • Chief board officer: name, title, phone, and email. • Board information: total board members, number making financial contributions, and total board contributions during the last fiscal year. • Document upload: Current Board of Directors roster.

2. Agency Information & Services • Populations served: Abused children; adults with AIDS, substance abuse, or disabilities; children/youth; chronic homelessness; developmental disabilities; domestic violence; emancipated youth; families; human trafficking; kinship; LGBTQ+; men; older adults/seniors; pregnant minors and their children; reentry/second chance; sex trafficking victims; veterans; women; women and children; young adults 18–22; youth with disabilities; other. • Support services: Outreach, case management, addiction rehabilitation, mental health, HIV/AIDS and other health care services, education, housing placement, employment assistance, childcare, transportation, legal, life skills, and other. • Organization metrics: Volunteers per year, volunteer hours last year, percentage of clients achieving self-sufficiency last year (if applicable), and clients served annually. • Insurance types held: Directors & Officers, Errors & Omissions, General Liability, Workers' Compensation, Auto Insurance, and other.

3. Proposed Project Information • Proposed project name; address (if known); website (if one exists); and project email (if different from contact email). • Project contact: name, title, phone, and email. • Project type: Emergency, short-term transitional, long-term transitional, permanent supportive, affordable housing, support program, or other. • Project metrics: Beds added or preserved, average length of stay, people served annually if no beds are added, and proposed project square footage. • Clientele description, including whether the project serves the same population identified in the agency information section.

4. Construction Readiness & Project Funding • Whether the organization owns or controls the site; details if controlled but not owned. If landlord approval is required and not yet obtained, the application directs applicants to answer No. • Whether entitlements (other than building permits) are in place; whether local planning review is complete; whether a variance is required (Yes / No / Not Sure). • Document uploads: Site plans, renderings/photos, engineered site plan, architectural plans, and building permits. • Whether plans are approved by all required local government agencies; whether architectural assistance is needed. • Estimated construction budget; percentage of funding secured; anticipated project revenue sources; anticipated funding for additional programs and beds; and expected annual operating budget for programs at the project.

5. Service Provider Covenants The online application requires agreement to each of the following five covenants: Financial Responsibility and Funding: Service Provider acknowledges and agrees that it bears ultimate financial responsibility for completing the project and that HomeAid (Affiliate)'s contribution is limited to in-kind donations of materials and labor. Accordingly, Service Provider has diligently investigated and disclosed all available and potential funding for the project. Project Recognition: Service Provider agrees to install and maintain a plaque or similar marker recognizing HomeAid (Affiliate)'s contribution to the project and featuring the HomeAid logo. The marker shall be prominently displayed at the completed project. Program Reporting and Evaluation: Service Provider agrees to provide HomeAid (Affiliate) and HomeAid America, upon request and where reasonable, with information regarding client success rates, client service numbers, and program evaluations. Publicity and Acknowledgment: Service Provider acknowledges its obligation to credit HomeAid (Affiliate) in all press releases, public announcements, award programs, and other project publicity. Service Provider agrees to obtain HomeAid (Affiliate)'s approval for all such publicity. Any publicity not disapproved within seven (7) days shall be considered approved. Donor Notification: Service Provider agrees to promptly notify its donor base upon approval of this application, advising them of HomeAid (Affiliate)'s agreed contribution to the project. The notice must be reviewed and approved by HomeAid (Affiliate)'s Executive Director before mailing.

6. Certifications The online application requires applicants to certify each statement: • Service Provider certifies that it does not engage in unlawful discrimination of any kind with respect to the persons benefited by Service Provider’s activities. • Service Provider certifies that all information in this application is true and correct as of the date entered. • Service Provider has read this Project Assistance Application and agrees that, should the project be approved, the Service Provider will abide by the covenants contained herein. • The person filling out this form is duly authorized to execute this document on behalf of the Service Provider as of the date entered. Note: This handbook reference summarizes the fields and reproduces the covenants and certifications from the official application. Use the official online application for current requirements, responses, uploads, and submission.

APPENDIX J: Qualifying Questionnaire PRELIMINARY PROJECT INQUIRY Purpose This questionnaire provides HomeAid with initial information about the organization and proposed project. Completion does not represent project approval or a commitment of assistance.

Complete each question in order. Enter “N/A,” “None,” or “0” where appropriate. Attach requested materials to the completed questionnaire.

1 | AGENCY INFORMATION Date submitted * ____________________________________________________________________

Organization website ____________________________________________________________________

Organization name * ____________________________________________________________________

Tax ID number ____________________________________________________________________

Person submitting request — first and last name * ____________________________________________________________________

Professional title * ____________________________________________________________________

Telephone number * ____________________________________________________________________

Email address * ____________________________________________________________________

Organization mailing address * ____________________________________________________________________________________________ ____________________________________________________________________________________________ Is the organization a 501(c)(3)? * ☐ Yes

☐ No

Attachments included ☐ IRS determination letter

☐ Organization brochure or flyer

☐ Neither attached

Mission statement * ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ Current programs and services * ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ Years in operation * ____________________________________________________________________

Current annual operating budget * ____________________________________________________________________

Qualifying Questionnaire

2 | POPULATION, SERVICES & CAPACITY Population served — check all that apply * ☐ Abused children ☐ Adults with substance-use needs ☐ Adults with HIV/AIDS ☐ Adults with disabilities ☐ Children/youth ☐ People experiencing chronic homelessness ☐ People with developmental disabilities ☐ Survivors of domestic violence ☐ Emancipated youth ☐ Families ☐ Survivors of human trafficking ☐ Kinship families ☐ LGBTQ+ people ☐ Men ☐ Older adults/seniors ☐ Pregnant minors and their children ☐ People returning from incarceration ☐ Sex-trafficking survivors ☐ Veterans ☐ Women ☐ Women and children ☐ Young adults ages 18–22 ☐ Youth with disabilities ☐ Other: ____________________ Support services provided — check all that apply * ☐ Outreach ☐ Case management ☐ Addiction rehabilitation ☐ Mental-health services ☐ HIV/AIDS-related services ☐ Other healthcare services ☐ Education ☐ Employment assistance ☐ Childcare ☐ Transportation assistance ☐ Legal services ☐ Life-skills training ☐ Other: ____________________ Full-time staff members * ____________________________________________________________________

Part-time staff members * ____________________________________________________________________

Social workers — note full- or part-time status ____________________________________________________________________

Individuals served annually * ____________________________________________________________________

Three primary sources of operating income * Examples: government funding, grants, corporations, individual donors, and foundations.

3 | PROJECT INFORMATION Proposed work — check all that apply * ☐ New construction ☐ Renovation or remodel ☐ Expansion/addition ☐ Other: ____________________ Name of proposed project * ____________________________________________________________________

Approximate square footage affected ____________________________________________________________________

Qualifying Questionnaire

Describe the proposed project and how it will enhance the program and benefit clients * Include improvements to client outcomes, safety, accessibility, privacy, comfort, or the dignity of the environment and the provider’s ability to serve the community.

Amount raised for the project to date * ____________________________________________________________________

Has capital campaign planning been completed? * ☐ Yes

☐ No

☐ In progress

Describe the basis of the project cost estimate Address site preparation, architectural services, construction, fees, and other known costs. Enter “Estimate not yet developed” when appropriate.

____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ Current property status * ☐ Organization owns the property ☐ Organization holds a lease ☐ Property acquisition is planned ☐ Site has not been secured ☐ Other: ____________________ Describe the mortgage, lease, acquisition plan, or other property conditions * ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________

4 | PROJECT READINESS & COMMUNITY SUPPORT Describe the current stage of project development * Examples: early concept, developed vision, architectural plans, permitting, bid-ready, or construction-ready.

____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ Describe community support for the organization’s program and proposed project * ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ ____________________________________________________________________________________________ Project address or proposed location ____________________________________________________________________________________________ ____________________________________________________________________________________________ Project contact name ____________________________________________________________________

Project contact email ____________________________________________________________________

Project contact telephone number ____________________________________________________________________

Individuals served annually at this facility * ____________________________________________________________________

Qualifying Questionnaire

Facility or program type — check all that apply * ☐ Emergency shelter ☐ Short-term transitional ☐ Long-term transitional ☐ Permanent supportive housing ☐ Affordable housing ☐ Support program or service space ☐ Other: ____________________ New beds added — enter 0 for none * ____________________________________________________________________

Length of stay — enter N/A for nonresidential projects * ____________________________________________________________________

Professional project team * List each architect, planner, engineer, or other professional involved, including company, contact name, and email address. Enter “None” when no professionals are currently involved.

5 | FINAL INFORMATION How did you hear about HomeAid? ____________________________________________________________________________________________ ____________________________________________________________________________________________ The organization is willing to provide demographic information and complete one or two post-project surveys * ☐ Yes

☐ No

Thank you Thank you for considering HomeAid as a potential project partner. HomeAid will review the completed questionnaire and contact the organization regarding next steps or any additional information needed. Person completing questionnaire * ____________________________________________________________________

Professional title * ____________________________________________________________________

Signature * ____________________________________________________________________

Date * ____________________________________________________________________

Qualifying Questionnaire

APPENDIX K: Technical Review of Application Committee Review and Scoring Form Project title: ________________________________

Reviewer name: ________________________________

Service Provider: ________________________________

Date of review: ________________________________

Primary contact: ________________________________

Reviewer role/committee: ________________________________

INSTRUCTIONS Review the application and supporting materials independently. Complete the eligibility screen first, then score every applicable criterion from 1–5. Explain any score of 1 or 2 and identify missing information. The score informs—but does not replace— committee judgment.

A. Eligibility Screen #

REQUIREMENT

YES

NO / VERIFY

Applicant is an eligible nonprofit organization.

☐

Mission and proposed program serve people experiencing or at risk of homelessness.

☐

Applicant holds title or has acceptable long-term site control.

☐

Proposed project aligns with HomeAid’s mission and project criteria.

☐

Applicant appears capable of operating and maintaining the completed facility.

☐

No known legal, financial, environmental, zoning, or ownership issue prevents advancement.

☐

Eligibility concerns or verification needed: ___________________________________________________________________________________ _____________________________________________________________________________________________________________________________

B. Rating Scale SCOR E

RATING

GUIDANCE

Exceptional

Strong

Good evidence; only minor concerns

Adequate

Meets basic expectations; some questions remain

Weak

Limited evidence or notable concerns

Poor

Does not meet expectations or presents serious concerns

Compelling evidence; no material concerns

1. Service Provider Strength ITEM

40 POINTS SCORE 1–5

REVIEW CRITERION AND EVIDENCE/COMMENTS

Governance: The Board provides appropriate oversight, leadership, and organizational support. 1A

Evidence/comments: ______________________________________________________________________________________

Mission alignment: The organization’s mission and proposed program align with HomeAid’s mission. 1B

Evidence/comments: ______________________________________________________________________________________

Service model: Services appropriately address the needs of the population served. 1C

_____

Evidence/comments: ______________________________________________________________________________________

Operational capacity: Staff, systems, and experience support effective program delivery. 1D

_____

Evidence/comments: ______________________________________________________________________________________

Community relationships: The organization demonstrates support and collaboration with agencies, funders, or public partners. Evidence/comments: ______________________________________________________________________________________

Outcome measurement: The organization has a defined process for measuring participant outcomes and program effectiveness. Evidence/comments: ______________________________________________________________________________________

Demonstrated results: Available data reflects credible progress toward housing stability, selfsufficiency, or other appropriate outcomes. Evidence/comments: ______________________________________________________________________________________

Organizational stability: Leadership, finances, history, and operations demonstrate reasonable stability. Evidence/comments: ______________________________________________________________________________________

SECTION TOTAL

_____

_____ ____ / 40

2. Project Need and Organizational Capacity ITEM

20 POINTS SCORE 1–5

REVIEW CRITERION AND EVIDENCE/COMMENTS

Demonstrated need: The project addresses a clearly identified organizational or community need. 2A

Evidence/comments: ______________________________________________________________________________________

Project readiness: The organization has completed sufficient planning for the project to move forward. 2B

Evidence/comments: ______________________________________________________________________________________

Reasonable growth: The project’s size and operational demands represent manageable growth. 2C

Evidence/comments: ______________________________________________________________________________________

Relevant experience: The organization has relevant experience or a credible plan to build the necessary capacity. Evidence/comments: ______________________________________________________________________________________

SECTION TOTAL

3. Quality and Community Fit ITEM

_____

_____ ____ / 20 15 POINTS SCORE 1–5

REVIEW CRITERION AND EVIDENCE/COMMENTS

Program and design alignment: The proposed design supports the services to be delivered in the facility. Evidence/comments: ______________________________________________________________________________________

Location and scale: The project’s location, type, and scale are appropriate for the population and program. Evidence/comments: ______________________________________________________________________________________

Community considerations: The proposal appropriately addresses neighborhood, community, and stakeholder considerations. Evidence/comments: ______________________________________________________________________________________

SECTION TOTAL

_____

_____ ____ / 15

4. Site and Construction Feasibility ITEM

10 POINTS SCORE 1–5

REVIEW CRITERION AND EVIDENCE/COMMENTS

Site control and suitability: Site control is documented, and the property appears suitable for the proposed work. Evidence/comments: ______________________________________________________________________________________________________ ______________________________________________________________________________________________________

Construction feasibility: The size, scope, conditions, and preliminary requirements appear feasible for HomeAid and local builders. Evidence/comments: ______________________________________________________________________________________________________ ______________________________________________________________________________________________________

_____

SECTION TOTAL

____ / 10

5. Budget and Long-Term Sustainability ITEM

_____

15 POINTS SCORE 1–5

REVIEW CRITERION AND EVIDENCE/COMMENTS

Project budget: The preliminary budget appears complete, reasonable, and appropriate for the scope. 5A

Evidence/comments: ______________________________________________________________________________________________________ ______________________________________________________________________________________________________ ______________________________________________________________________________________________________

_____

Operating sustainability: The organization has a credible plan to fund ongoing program and facility expenses. 5B

_____

Resource base: Financial support is sufficiently diverse and reliable to reduce dependence on one funding source. 5C

_____

SECTION TOTAL

____ / 15

6. Overall Evaluation TOTAL SCORE

____ / 100

OVERALL PRIORITY

____ / 10

ELIGIBILITY FLAGS

☐ None ☐ Yes

LOW SECTION SCORE

☐ None ☐ Yes

MISSING INFORMATION

☐ None ☐ Yes

SIGNIFICANT REVIEWER CONCERN

☐ None ☐ Yes

RECOMMENDED ACTION ☐ Advance for committee consideration ☐ Request additional information ☐ Defer/place on hold ☐ Do not advance ☐ Other Primary strengths: __________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ Primary concerns: __________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ Information or conditions needed before advancement: _____________________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________________

REVIEWER CERTIFICATION I certify that this review reflects my independent assessment of the materials provided. Reviewer signature: ________________________

Date: ________________________

Executive Director concurrence (required if ‘Do not advance’):

Date: ________________________

____________________________________________ Score guidance: 80–100: strong candidate | 65–79: consider with conditions/additional information | Below 65: generally not recommended. Eligibility and material risk concerns override numerical thresholds.

HOMEAID | PROJECT DEVELOPMENT

APPENDIX L: Threshold Review of Application Minimum Requirements and Application Completeness Project title: ________________________________________

Reviewer name: ____________________________________

Service Provider: ___________________________________

Date of review: _____________________________________

Primary contact: ____________________________________

Application received: _______________________________

Email/phone: _______________________________________

Website: ___________________________________________

INSTRUCTIONS: Confirm that the application contains the information needed for technical review. Mark each item Complete, Missing, or Needs Clarification. Missing information may be requested before a threshold determination is made.

1. Application Completeness #

REQUIRED SECTION OR ATTACHMENT

COMPLETE

MISSING

CLARIFY

Contact information

☐

Screening criteria information

☐

Agency description information

☐

501(c)(3) determination letter

☐

Board of Directors information

☐

Board of Directors roster

☐

Agency programs, mission, and services narrative

☐

Organizational capacity information

☐

Strategic or business plan

☐

Letters of support

☐

Program evaluation information

☐

Project information

☐

Project financial information

☐

Organizational financial information

☐

Current financial statement

☐

Current operating budget

☐

Proposed project budget

☐

Management letter, if applicable

☐

Insurance information

☐

Additional required information

☐

Required applicant initials completed

☐

Certification completed and signed

☐

Completeness result: ☐ Complete enough for threshold review ☐ Request missing information

Threshold Review Form • Complete upon receipt of an application

☐ Administrative follow-up needed

HOMEAID | PROJECT DEVELOPMENT

2. Minimum Eligibility Requirements A threshold determination confirms only that the application meets HomeAid's minimum requirements for further consideration. It is not project approval. #

REQUIREMENT

Applicant eligibility

REVIEW STANDARD

MET

NOT MET

The applicant is an eligible nonprofit organization, and required nonprofit documentation has been provided.

☐

Population served

The proposed project provides housing or critical programming for people experiencing or at risk of homelessness.

☐

Mission alignment

The proposed project is consistent with HomeAid's mission and eligible project activities.

☐

Application sufficiency

The application contains enough information to proceed to a substantive technical review.

☐

Certification

Required applicant acknowledgments, initials, and certification are complete.

☐

Eligibility concerns or additional verification needed: ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________

3. Overall Evaluation THRESHOLD CRITERIA

☐ Met ☐ Not Met

APPLICATION STATUS

☐ Complete ☐ Follow-up needed

REVIEW OUTCOME

☐ Proceed ☐ Stop

EXECUTIVE REVIEW

☐ Not required ☐ Required

RECOMMENDED ACTION ☐ Advance to technical review ☐ Request additional information advance

☐ Defer/place on hold

☐ Do not

☐ Other

Reason for recommendation: ________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________ Information or action required from the applicant: ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________

4. Reviewer Certification I certify that this review reflects the application materials provided and my assessment of whether the minimum threshold requirements have been met. Reviewer signature: ________________________________________

Date: ____________________

Executive Director concurrence (required if ‘Do not advance’):

Date: ____________________

____________________________________________________________ Decision guidance: Applications that do not meet a minimum eligibility requirement should not proceed until the issue is resolved or the Executive Director concurs with the recommended disposition.

Threshold Review Form • Complete upon receipt of an application

APPENDIX M: Project Development Process in a Nutshell This guide provides a brief overview of HomeAid’s project development process. It is intended as a quick reference and does not replace the full Project Development Program Handbook, which contains detailed requirements, procedures, and templates. 1. Application Review The local HomeAid affiliate reviews applications from nonprofit service providers serving individuals or families experiencing or at risk of homelessness. Generally, an applicant must: • Be a qualified 501(c)(3) nonprofit organization. • Have a mission and programs that support people experiencing or at risk of homelessness. • Demonstrate a record of success in the community. • Provide programs or services that promote stability and self-sufficiency. • Demonstrate appropriate ownership, control, or authorization to improve the project property. • Meet any additional requirements described in the HomeAid Project Development Handbook.

2. Initial Project Evaluation If the application appears to be a good fit, HomeAid representatives meet with the service provider and tour the property. Together, they begin identifying the project’s needs and developing a preliminary scope of work. If HomeAid decides to continue evaluating the project, it may issue a provisional letter of acceptance. This letter explains that: • HomeAid will work to identify a qualified Builder Captain to lead the construction process. • The service provider must secure sufficient funding to pay for project costs that are not donated. • Final acceptance remains subject to completion of the project budget, agreements, and other

required approvals.

A provisional letter does not guarantee that construction will proceed. 3. Builder Captain and Project Budget HomeAid recruits a Builder Captain to evaluate the proposed work and prepare a project budget based on the agreed-upon scope. The budget should reflect the project’s full value before donations, including: • Labor and materials • Architecture, engineering, and permitting • Other soft costs • Applicable overhead and project expenses

HomeAid, the Builder Captain, and other project partners may work together to solicit donated labor, materials, and professional services. One party—typically the Builder Captain—should be designated to track the original budget, committed donations, actual expenses, and remaining funding needs. 4. Agreements, Funding, and Insurance After the service provider approves the scope and budget, HomeAid prepares the required project agreements. The Letter of Agreement/Exoneration Agreement documents: • The approved scope of work • The project budget • The roles and responsibilities of each party • The service provider’s responsibility for costs that are not covered by donations • Any applicable project fees and closeout requirements

Before moving forward, HomeAid should confirm that the scope is realistic and that the service provider has sufficient funding for anticipated non-donated costs. The Letter of Agreement/Exoneration Agreement provides the protections required to initiate general liability insurance coverage through HomeAid America. It addresses the responsibilities and liability protections of the HomeAid affiliate, HomeAid America, the service provider, the Builder Captain, participating trades, and, when applicable, the sponsoring HBA or BIA. 5. Project Launch and Public Relations Once the required agreements, funding, scope, and expectations are in place, HomeAid may hold a groundbreaking ceremony. A formal groundbreaking is optional. HomeAid should coordinate all publicity with the service provider and Builder Captain. Depending on the project’s size and timeline, additional milestone events may be appropriate. 6. Construction and Communication The Builder Captain leads day-to-day construction. HomeAid, the Builder Captain, and the service provider should meet or communicate regularly to: • Review progress and upcoming work • Monitor the budget and in-kind donations • Address changes to the scope or schedule • Identify funding concerns • Resolve communication or project issues

7. Project Completion and Dedication At project completion, HomeAid works with the service provider and Builder Captain to determine whether a dedication or other recognition event is appropriate. HomeAid may also:

• Coordinate project publicity and media outreach • Recognize the Builder Captain, trades, donors, and volunteers • Provide certificates, awards, or other acknowledgments • Collect final project photographs and impact information

8. Project Closeout Every project must be formally closed out in accordance with HomeAid America requirements. The closeout process generally includes: • Final project budget and actual expenses • Final value of donated labor, materials, and professional services • Final list of participating builders, trades, and donors • Project photographs and completion information • Completion of required Salesforce records • Any additional reports or documentation required by HomeAid America

At the completion of the project, the service provider will be invoiced by the HomeAid affiliate for a fee equal to 10% of the project’s final verified in-kind donation value, as specified in the Letter of Agreement/Exoneration Agreement. For example, if the project receives $100,000 in donated labor, materials, and services, the service provider will owe the HomeAid affiliate a $10,000 project fee. This fee helps support the affiliate’s work to develop, coordinate, manage, and document the project. The project is considered fully closed after all required documentation has been completed, final project values have been verified, and the service provider’s project fee has been paid. For detailed requirements, required approvals, templates, insurance procedures, and reporting instructions, consult the current HomeAid Project Development Handbook.

APPENDIX N: Sample Decline Letter This is a sample letter. An editable template is available on the Affiliate Portal. Copy the text, place it on your affiliate letterhead, and customize it.

APPENDIX O: Project Kick-off Meeting PROJECT: _________________________________ DATE / TIME: __________________________ LOCATION: ________________________________ FACILITATOR: __________________________ PURPOSE Bring the Service Provider, Builder Captain, HomeAid Affiliate, and key partners together to confirm project scope, costs, responsibilities, payment process, required documents, timeline, and communication expectations. Timing: After architectural drawings and the retail cost estimate are complete, but before the Letter of Agreement/Exoneration Agreement (LOA) is signed. Minimum attendees: Service Provider, Builder Captain, HomeAid Affiliate Executive Director, and Project Liaison (if applicable). PROJECT SCOPE AND COST RESPONSIBILITIES Review the approved scope of work; identify what is included, excluded, or dependent on donations and funding. TYPICALLY INCLUDED • Construction or renovation described in the approved scope • Donated labor, materials, and professional services secured for the project TYPICALLY EXCLUDED OR PAID BY THE SERVICE PROVIDER • Permit, school, and use fees • Course of Construction/Builder's Risk insurance • Work or expenses not included in the approved scope MAY BE INCLUDED, DEPENDING ON FUNDING AND DONATED RESOURCES • Landscaping, fencing, patio, and security systems • Architectural and engineering services • Off-site utility connections • Environmental review and tree mitigation • Furnishings and interior design AGREEMENTS AND PROJECT DOCUMENTS Review the purpose, requirements, and responsible party for each applicable document: • Letter of Agreement/Exoneration Agreement • General Liability/WRAP and other insurance as needed • Course of Construction/Builder's Risk insurance • Trade Partner Proposal/Donation Form • Budget and project-tracking tools • Subcontractor enrollment form • Donation acknowledgment and thank-you letters 47

ROLES, APPROVALS, AND PAYMENTS • Confirm responsibilities of the HomeAid Affiliate, Service Provider, Builder Captain, and Project Liaison. • Establish how scope or budget changes will be requested and approved. • Determine who reviews invoices, authorizes payments, and sign. • Confirm the payment schedule, documentation requirements, and source of funds. • Review any project-related fee owed to the HomeAid Affiliate, if applicable. PROJECT SCHEDULE • Review the anticipated construction schedule and major milestones. • Identify permitting, procurement, funding, or other schedule dependencies. • Establish the frequency and format of progress meetings and updates. • Confirm how delays or significant changes will be communicated. COMMUNICATIONS AND EVENTS • Establish the approval process for press releases, media, photography, and public announcements. • Identify anticipated project events, such as groundbreaking and dedication events. • Determine the party responsible and available budget for each event. DECISIONS AND NEXT STEPS • Document outstanding questions, decisions, responsible parties, and due dates. • Confirm documents required before the LOA can be signed. • Schedule the next project meeting or milestone review. ACTION ITEMS / FOLLOW-UP Decision / Action

Responsible Party

Due Date

APPENDIX P: Project Promotional Addendum - Summary This addendum describes how the HomeAid Affiliate and service provider will promote their partnership and outlines each party's responsibilities for acknowledging contributions from HomeAid and other partners. The Project Development team will develop a public relations plan that draws on local resources and support from HomeAid America. As a key part of the HomeAid program, the plan will inform the public about the building industry's contributions to providing housing and support for people experiencing or at risk of homelessness. Use the Partnership and Project Promotion Addendum to raise awareness of this project. The plan may include some or all of the following:

PROMOTIONAL PLAN ELEMENTS • Articles featured in magazines such as Builder, Builder and Developer, and local interest publications. • Editorials submitted by HomeAid, highlighting the contributions of donors. • Permanent plaque at the project site. • Special event recognition (e.g., for groundbreaking and dedication ceremonies). • Proclamations from local governments, including City, County, State, or Federal representatives. • Construction signage displayed at the site (if applicable). • Recognition in the Service Provider's newsletters and publications. • Acknowledgment in HomeAid publications and on the website. • Issuance of recognition certificates and awards. • Updates and recognition shared on social media platforms. • Approved boilerplate text for all parties involved. • Press releases distributed to media outlets. (Optional)

GROUNDBREAKINGS AND DEDICATIONS Groundbreaking and dedication ceremonies are the most common forms of public recognition and should be included in every public relations plan. HomeAid Affiliates should organize or oversee these events to raise awareness of the HomeAid mission and appropriately recognize partners.

A groundbreaking ceremony typically includes speeches, gold shovels, hard hats, and refreshments, offering media exposure and photo opportunities. A dedication ceremony is held when the project is complete and may feature a ribbon cutting, awards, speeches, tours, a permanent plaque, and light refreshments.

At both events, recognize the Builder Captain and trades for their significant contributions. Establish funding responsibilities early in project development. Special event insurance is available through HomeAid America.

APPENDIX Q: Working Budget for Projects Editable template available on the Affiliate Portal. Yellow areas identify information entered by the affiliate; pale teal areas are calculated in Excel.

Project name

Affiliate

Date

Builder Captain

Service Provider

HomeAid fee rate

Trade or project cost

Trade partner

Total retail value

10%

Estimated donation Material donated

Labor donated

Materials + labor

Contribution

Balance

Notes

Appliances Cabinets Clean Up - Production Concrete - Flatwork Countertops - Solid Demolition - with Abatement Drywall Electrical Electrical Fixtures Electrical Security with Cameras - Interior and Exterior Fencing Fire Sprinklers (including permits) Fire Alarm Flooring - Vinyl, Wood, Tile, Carpet Framing - Labor, Lumber, Hardware, Trusses HVAC Insulation Interior Glass Interior Trim - Supply Only Interior Trim - Installation Only Painting - Labor Painting - Supplies Pest Treatment Plumbing Plumbing Supplies Roofing Stucco/Siding Windows - Supply Windows - Installation

Vertical Direct Cost

50 HomeAid Project Development

Appendix Q | 1

APPENDIX Q: Working Budget for Projects (continued) Continue recording project costs, donated labor and materials, and non-donated balances.

LAND DEVELOPMENT, FEES, AND PERMITS Trade or project cost

Estimated donation

Trade partner

Total retail value

Material donated

Trade partner

Total retail value

Material donated

Labor donated

Materials + labor

Contribution

Balance

Notes

Contribution

Balance

Notes

Second Water Meter/Fire Line Landscaping Temporary Jobsite Perimeter Fencing and Gates Paving Sidewalks Plan Check Inspections Safety Rental Equipment Temporary Sanitation Trash Removal PG&E / Utilities Permits - Building

Total Land Development Cost Total Building

CONSULTANT AND PROJECT COSTS Trade or project cost

Estimated donation Labor donated

Materials + labor

Architect Structural Engineering (included in architect fee, if applicable) Civil Engineering Title 24 and CALGreen Consulting Mechanical/Plumbing Design Storage Trash Removal WRAP Insurance Premium Overhead and Supervision HomeAid Fee on In-Kind Donations Contingency Events, Awards, Dedication, etc. Warranty

Total Consultant/Project Costs Combined Building/Project Total 51 HomeAid Project Development

Appendix Q | 2

APPENDIX R: Sample Thank You Letter

Project and Wrap Application For Insurance I. GENERAL INFORMATION: Named Insured: Mailing Address: Named Insured (Chapter): Mailing Address: Named Insured (Svc Provider): Mailing Address: Project Name: Project Address: Project Start Date: Project Completion Date: Desired Term of Policy or Years

Months

II. PROJECT DETAILS (include demolition work if applicable): Project Description:

Project Details:

# of Units

# of Buildings

# of Stories

Construction Type (wood frame, concrete, etc.)

Single Family Dwellings: Apartments: Commercial: Remodeling: If Other, please describe: Estimated General Contractor Payroll performing construction activity for project term:

$ N/A

Estimated Subcontracted Costs:

Percentage of work subcontracted out:

Estimated Total Construction Cost for project term:

Estimated Total Sale Prices for all units/work:

$ N/A

The cost of the construction portions of the project based upon the sum of all construction contract(s) with subcontractors and others directly related to the construction process, all labor, all materials and all other direct construction costs. The Total Construction Costs do not include the compensation paid to the architect and design consultants, the cost of the land or right-of-way. Do not deduct donated labor and materials. Project and Wrap Application for Insurance

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Yes

Was the site previously developed?

Yes

Will the project involve any demolition of existing structures?

Yes

Describe the type of work to be conducted by your employees:

III. PROJECT TEAM

BACKGROUND/EXPERIENCE:

Name of Sponsor, contact-person, mailing address, and phone number:

Describe past Residential construction experience of the Sponsor:

Name of General Contractor, contact-person, mailing address, FEIN, and phone number.

Project and Wrap Application for Insurance

2 of 3 54

Subcontractor Pre-Enrollment List known subcontractors, trades, and suppliers who will be working on the job site. Please do not list material suppliers that will not be working on the job site. NOTE: Subcontractors will not be covered by the wrap policy until they sign and submit their enrollment form (located in the OCIP Manual). Company Name

Product/service

Project and Wrap Application for Insurance

Address

Phone

Email address

3 of 3 55