Residential Rehabilitation Guide and Contractor Handbook

Residential Rehabilitation Guide and Contractor Handbook-2016-jpgThe purpose of the Residential Rehabilitation Guide and Contractor Handbook is to assist local State Housing Initiatives Partnership Program (SHIP) Administrators working with Contractors to implement Rehabilitation Programs funded by SHIP.

This Handbook is a tool to be used by SHIP Administrators, sponsors, and partners as a guide for selecting and working with Contractors under the City/County/Agency’s SHIP Rehabilitation Program and other housing programs. It provides customizable templates that may be used to create policies, procedures, forms, and guidelines under a Rehabilitation Program. Users of this Handbook may adapt it to be consistent with the locally adopted and approved Local Housing Assistance Plan, program Policies and Procedures, and other local laws and requirements.

The Handbook consists of three parts:

  • Part I provides an overview of SHIP rehabilitation program design, administration, and operation. Guidelines are provided for determining the nature and scope of your local rehabilitation programs; forming partnerships with Sub recipients, sponsors, and other local entities; recruiting, selecting, and working with contractors; conducting inspections; preparing work write-ups; creating rehabilitation standards and specifications; incorporating elements of green building, universal design/visibility, and disaster mitigation in rehabilitation activities; avoiding disputes, conflicts of interest, and other pitfalls; and preparing effective written agreements.
  • Part II is a template for a Contractor Handbook that outlines policies and procedures for Contractor selection and participation in a local SHIP Rehabilitation Program. These policies and procedures represent best practices for collaboration between SHIP Administrators and Contractors for home rehabilitation, but may be changed and customized to reflect local needs, preferences, and ordinances. In customizing Part II, the SHIP Administrator should also fill in the blanks with project details and project-specific requirements, and should replace certain bold, italicized, and/or underlined text elements with the appropriate terms for the entity that administers the local SHIP Rehabilitation Programs.
  • Part III consists of templates for forms and documents that are commonly used in SHIP Rehabilitation Programs, including Contractor applications; pre-bid walkthrough sheets; agreements among Contractors, property owners, and local governments; draw request forms; and mortgage documents for SHIP rehabilitation assistance. These forms should be adapted as necessary to reflect local government circumstances. Any form or document that is referenced in the main body of a local government’s Contractor Handbook, as adapted from Part I of this document, should be included as an attachment, appendix, or exhibit in the Contractor Handbook.

This Handbook focuses primarily on owner-occupied rehabilitation programs, but most of its provisions are applicable to SHIP rental rehabilitation programs. When adapting this Handbook and the sample forms in Part III for use in rental rehabilitation programs, provisions addressing homeowners should be adjusted to apply to rental property owners.

View the entire Residential Rehabilitation Guide and Contractor Handbook.