HomeMy WebLinkAbout11-17-2005 Housing & Community Development Commission
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Date: November 14, 2005
To: Housing & Community Development Commission (HCDC)
From: Steve Long, Associate Planner
Re: November Meeting Packet
Below is a brief description of the November agenda items.
New Business
Neighborhood Centers of Johnson County - Broadway Revitalization Project
Presentation
Pat Meyer from the Neighborhood Centers of Johnson County will present the findings from the
FY05 CDBG funded ($5,931) Broadway Revitalization Project planning study.
Discuss and Review FY07 CDBG/HOME Funding Process Timeline
The proposed FY07 CDBG/HOME funding process timeline is enclosed. Please review the
entire timeline and also check your calendars to make sure that you will be able to attend the
allocation meetings in February and March 2006.
Approve FY07 CDBG/HOME Application Materials
Enclosed in your packet is a draft of the FY07 CDBG/HOME applications and ranking forms. A
subcommittee made up of three HCDC members and two staff members made significant
changes to the applications and ranking forms. We now have separate applications and ranking
forms for housing, public facility and pUblic service projects. We will need to formalize the
application materials at this meeting in order for staff to prepare for the upcoming allocation
period. In the Applicant Guide there is a section entitled "New for FY07". This section contains
information related to the new CDBG/HOME Investment Policy, to the proposed scattered site
housing policy and to the HUD required performance measures. A formal policy has not been
adopted by the City Council; however, the commission needs to include a statement that notifies
applicants that the location of proposed housing will be reviewed.
Old Business
Scattered Site Policy Update
The Scattered Site Housing Task Force submitted their final report to City Council in October.
The findings of the report will be discussed and at the November 14 Council meeting. Staff will
provide an update of the items discussed at the meeting and of the direction given by the
Council.
Proposed Allocation of Additional CDBG Public Service Funds
At the October HCDC meeting, you voted to allocate the additional $14,000 in CDBG funds to
existing public service activities. A letter was sent to the five projects that received FY06 public
service funds asking them to submit a request and a proposed budget for the additional funds.
Staff received funding requests from Compeer, Extend the Dream Foundation, Iowa City Free
Medical Clinic and Shelter House. Please review the requests and come prepared with a
funding recommendation.
Monitoring Reports
. Extend the Dream Foundation - Property Acquisition (Hayek)
. Shelter House ~ Emergency Assistance (Anthony)
(Over)
November 14, 2005
Page 2
· Shelter House - Land Acquisition (Anthony)
· Shelter House - Operational (Anthony)
· DVIP - Facility Rehab (Shaw)
· Aid to Agencies - ESI, UA Y & MECCA (Bears)
· UAY (FY05) - Facility Rehab (Bears)
· Habitat for Humanity (FY05) - Land Acquisition (Greazel)
· Whispering Garden (FY04) - Affordable Rental (Shaw)
· Greater Iowa City Housing Fellowship (FY03) ~ Homeownership (Marcus)
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If you have any questions about these agenda items, or will be unable to attend, please contact
me at 356~5230 or by email at steve~long@iowa~city.org.
MINUTES
HOUSING AND COMMUNITY DEVELOPMENT COMMISSION
LOBBY CONFERENCE ROOM, CITY HALL, IOWA CITY
THURSDAY, OCTOBER 20, 2005
PRELIMINARY
Members Present: Jerry Anthony, Lori Bears, William Greazel (arrived at 6:45), Matthew Hayek, Kelly
Mellecker, Thomas Niblock, Brian Richman, Michael Shaw
Members Absent: Rita Marcus
Staff Present: Tracy Hightshoe, Karen Howard
Public Present: Crissy Canganel/ì, Charlie Eastham
CAll MEETING TO ORDER
Chairperson Anthony called the meeting to order at 6:37 PM.
APPROVAL OF THE MINUTES FROM SEPTEMBER 15, 2005
Motion: Hayek moved to approve the minutes as submitted with Anthony's minor edits on page 3.
Mellecker seconded the motion.
Motion passed 7:0.
PUBLIC COMMENTS OF ITEMS NOT ON THE AGENDA
NONE
NEW BUSINESS
Presentation by Urban Planning of the proposed development code
Karen Howard, Planner, discussed the development code as it relates to housing. Howard stated the proposed
code allows smaller lot sizes than what is currently allowed. She passed out a comparison chart of the zoning
regulations and lot size requirements for Iowa City, Coralville, and North Liberty. She pointed out that Iowa City
currently allows development on smaller lots and allows apartments at higher densities than other surrounding
communities. She explained that the Planning and Zoning Commission is recommending further reductions in
lot size requirements as a means of providing opportunities for more affordable housing. However, she stated
that while this will provide more opportunities, the private market may not respond. Other mechanisms may be
needed given the market conditions in Iowa City. She noted that the average lot size within Iowa City for low
density housing is 85 feet, and the code sets a minimum of 60 feet, which indicates that the market is providing
housing at a higher level, larger lots than the code requires. Howard stated that zoning regulations artificially
increase the cost of housing only if the regulation restricts what the market would otherwise supplied.
Howard said that cost of housing could be reduced by reducing the lot size. She noted that the comprehensive
plan encourages more compact development. She noted that some of the benefits of compact development are
usage of less land, reduces costs of infrastructure needed, developer gets to sell more lots, and it provides
lower cost housing to the consumer.
Howard noted that in Iowa City it might not be the zoning regulations causing the high price of housing. Other
causes might be that there is not enough land zoned for higher density development or it could be there is a
market demand for higher cost houses. She noted that developers for more affordable housing types like
duplexes and zero~lot lines have to compete for land resources with developers of higher cost housing and they
may also get a lot of community resistance against higher density housing. She noted that the consultant hired
by the City to examine the zoning ordinance concluded that there are not a lot of regulatory barriers in the
zoning code, but not enough zoning for higher density residential development within Iowa City, perhaps due to
community concerns about higher density housing.
^
Howard rhetorically asked why there is such a resistance against high density developments. She mentioned
that the new zoning regulations propose lowering the minimum lot width of single family housing to 30 feet,
which is very low compared to other cities in Iowa. Howard said that the Planning and Zoning Commission
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Housing and Community Development Commission Minutes
October 20,2005
Page 2
looked at ways to allow smaller lots, but also ensure that the resulting neighborhoods do not feel crowded, ways
to ensure that there is room for sidewalks, street trees, and on~street parking for visitors ~ ways to ensure that
neighborhoods remain healthy and sustainable over time. She noted that one solution for the narrowest lots _
less than 45 feet wide ~ might be the usage of rear alleys, which would move the driveways and parking to the
rear of the narrow lot while leaving room in the front for street trees and sidewalks and the residential aspects of
the homes.
She noted that duplexes in the proposed code would be allowed in all single family residential zones. She
mentioned that there is a provision to make the RS~a zone a small~lot single family zone and allow duplexes
only on the corner lots. Duplexes would also be allowed on the corner lots in the RS~5 Zone. Howard said that
the RS~12 is proposed to accommodate townhouses by right. She noted that the lot requirements had been
adjusted to allow townhouses, whereas currently they can only be approved through a planned development.
Howard mentioned that Iowa City's multì~family residential zones also allow considerably higher densities than
surrounding communities, up to about 50 units per acre.
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Howard said that the proposed zoning ordinance has incorporated development standards. She said that there
has been concern about whether the proposed standards will drive up the cost of housing, and she mentioned
that it will drive up the cost only if the market is not already incorporating these design elements, The Planning
and Zoning Commission considered cost and felt that the standards required are very minimal and would not be
of significant cost, but would have a positive effect on the resulting neighborhood, They felt that the benefits
would far outweigh the costs. The City has also received comments regarding the proposed garage placement
restrictions. The proposed code includes standards for garage placement on the smaller, narrower lots allowed
by the ordinance in order to address pedestrian safety, amount of front yard pavement, and to make sure there
is adequate on~street parking and room for street trees, and to make sure that neighborhoods maintain a
residential character and do not feel crowded, There is also a provision in the proposed code that requires door
and window trim for townhouses and duplexes to help these bulkier buildings fit into neighborhoods. This
provision does not apply to single family homes. She noted that the cost would not be very high for these
design elements; it would be about $40 per window. Howard said the cost is minimal but benefits may be very
important to the residents of the new neighborhood. She said that the proposed code encourages smaller, more
affordable homes, but also supports long term value,
Richman asked what the City's expectations are as to how the new regulations will affect the amount of
affordable housing provided. Howard said there has been a demand for planned developments where
developers are able to cluster developments on smaller lots, get a higher density, or preserve environmental
features. This must mean that there is a market for these more compact housing types. She noted that there is
a market that will respond to some extent to homes on smaller lots; however it can not be predicted if the
smaller units produced will actually be affordable or for moderate income households. Howard pointed out that
you can build a large or expensive home on a small lot and some developers place private restrictions and
covenants that specify a minimum house size or other expensive design features that may make the housing
costly even if the lots are smaller,
Greazel asked if they have done any studies with developers regarding what type of developments provide the
most income. He stated if a developer can make more money building 4 houses on an acre than 20, they will
build four larger, more expensive homes. She said that the City has looked at studies and they based their
conclusions on those studies. Small lot development allows for less infrastructure and lower lot prices. Howard
noted making use of alleys also reduces infrastructure costs. She noted again that while these costs will be
reduced with smaller lot sizes, developers may still choose to build larger homes or homes with expensive
features.
Howard said that it is possible to get low income housing through zoning provisions, but it is necessary for the
market to respond. Howard noted that just because smaller lot size is allowed by code, it doesn't mean
developers will take advantage of it and build smaller, more affordable housing with higher densities. Howard
stated some cities use mandatory or voluntary inclusionary zoning to get affordable housing units in all
subdivisions. Howard stated inclusionary zoning is one method of getting each developer to include a certain
percentage of "affordable" or more modest homes in each subdivision. The proposed code does not include
inclusionary zoning. Howard stated the City or HCDC could consider or research this tool. Greazel mentioned
that some developers do not want smaller houses or lots within their development and may place restrictions on
the type of housing within the subdivision (minimum house or lot size, number of garages, etc). Greazel said
that neighborhoods tend to move towards the middle and there is a lot of resistance to smaller homes that the
Housing and Community Development Commission Minutes
October 20, 2005
Page 3
developer feels will reduce their appraisal or selling price. Hightshoe noted those are regulations imposed by
the Developer, not the City, so the City has little control over these practices.
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A question was raised about the design standards in the proposed code. Howard stated there have been some
misconceptions about the proposed code, because people pull out specific provisions and do not explain the
context. One common misconception is that all housing will need front porches. Howard noted that there is one
section in the current code that references porches. In that section, if a developer wants to place a house closer
to the street than is allowed by the code (front setback), the developer would have to show how they would
maintain privacy. One of the solutions might be building a front porch to help separate the home from the street.
Howard noted that there are no specific requirements for front porches.
Bears said that universal design features (accessibility) should be used more in the code. Shaw asked if there
are places in Iowa with the proposed lot widths. Howard said to find cities that have this reduced of lot size, one
would hawe to look at bigger cities like Chicago.
Richman asked how the City would measure the effects on affordability. Howard said that the evaluation could
be made by keeping track of lot sizes platted and subdivision requirements.
Hayek noted that the demand side in Iowa City is very atypical, very affluent with a lot of turnover. Howard
agreed.
Update on FY06 Projects
Hightshoe said that as of September 30,2005 there were 2 projects that did not enter agreements with the City,
Planned Parenthood and Hillel. Hightshoe said that Planned Parenthood is working on language that protects
client confidentiality and had to determine what "security instrument" to use based on the City's Investment
Policy. As they have not worked with federal regulations in the past, their attorneys have made revisions that
require our legal department to review. These issues should be resolved shortly. Planned Parenthood will grant
a lien on an automobile in Des Moines as the security instrument for this CDBG agreement as they do not own
the building on Orchard. Hillel entered their agreement this past week. Hightshoe noted that there are some
HOME projects that have not entered agreements as a site has not been identified yet. HOME regulations
require the City to complete a project~specific environmental review before the City enters an agreement with
the applicant. If a site has not been identified, the City can't enter an agreement.
Anthony asked if a one month extension would be enough time for Planned Parenthood to solve the issue and
enter an agreement. Hightshoe noted that should be enough time.
MOTION: Greazel moved to extend the timeline for entering the agreement to November 20 (one month)
for Planned Parenthood. Mellecker seconded the motion.
Motion passed 8:0.
Public Meeting- Annual Review of the 2006~2010 Consolidated Plan
Hightshoe noted that two community meetings were held to solicit input and receive feedback on CITY STEPS,
one at HACAP and the other at Mercer Park Aquatic Center. The meeting at Mercer focused on education,
training, and employment issues. Hightshoe stated that upon review of the public comments received at the
meetings and the public input at tonight's meeting, HCDC can recommend proposed amendments, if any, to
forward to the City Council. If HCDC recommends an amendment, there would be a 30~day public comment
period. Upon the expiration of the comment period, it would be considered by the Council for adoption.
Mellecker said that there were a lot of comments about Kirkwood Community College and she asked if the City
worked on any of the issues with Kirkwood (transportation to the main campus, on-site daycare, and increased
vocational training in Iowa City). Hightshoe said that the minutes will be sent to Kirkwood and maybe some
dialogue could start.
Canganelli said that there is no political constituency to support the creation of an on campus day care at
Kirkwood. Shaw asked what is the resistance to a daycare on the site? Canganelli said that there are different
causes as to why the day care idea is not fully supported. One may be that the college is trying to expand and
the main goal of the college is to provide classrooms, while providing day care would be a secondary concern.
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Housing and Community Development Commission Minutes
October 20, 2005
Page 4
Anthony asked if the public priorities are conflicting with those in CITY STEPS. Anthony asked if anyone would
like to propose an amendment.
MOTION: Greazel moved to not consider any amendments to CITY STEPS at this time. Hayek seconded
the motion.
Motion passed 8:0.
Discussion of Additional Program Income and Proposed Allocation of Said Funds
Hightshoe noted that in the current fiscal year (2006), Iowa City allocated $116,000 in CDBG funds to pUblic
service projects. She said that at the time of the allocation process this amount was the best estimate of what
would be available for public services. She noted that due to more than expected program income received in
the last half of FY05, the final public service cap ended up to be slightly over $130,000. As such, she said there
would be an additional $14,000 that could be allocated to public service activities. Hightshoe said that staff is
recommending that these "windfall" public service funds be allocated to existing FY06 public service projects in
proportion to the previous allocation. She noted that the distribution may be done administratively according to
the CITY STEPS plan and that agencies could utilize the funds immediately. She noted that other options
include a different allocation of the $14,000 to the FY06 public service recipients and/or consider FY06
unfunded applications, have a separate funding round for these funds and open it up to everyone, or carrying
over the funds to the FY07 CDBG allocation cycle where they could be utilized for any CDBG eligible activity
(public services, public facility, land acquisition, etc.).
Greazel said that they could go back and fund some projects that did not receive any funding in the allocation
process. Hightshoe noted that the policy for allocation of uncommitted CDBG funds set certain requirements
that need to be followed. She mentioned that if existing and/or unfunded projects are the only projects that will
be considered, then the applicants must be notified of the availability of funds and asked to provide a written
request for funds and how they will be utilized to fund their original request. She said that if new projects are
being considered, HCDC must publish notice of funding availability and proceed with a formal application
process. She noted that if the funds are allocated to the contingency fund, no formal process is necessary other
than City Counèil approval. She added that in all cases the public must be given the opportunity to comment on
the proposed use of funds.
MOTION: Shaw moved to allocate the $14,000 to FY06 public service recipients based on needs
Identified in a written request. Staff will contact the five current FY06 pubic service recipients to inform
them of the availability of the funds and to request a written statement of need if the project/agency
wishes to be considered for funding. HCDC will consider the requests at their November meeting.
Greazel seconded the motion.
Motion passed 8:0.
Shelter House Request for Additional Funding for the STAR Program
Canganelli said that Shelter House is asking for help in meeting the cash match requirement for the STAR
program. She mentioned that the initial three~year award of HUD funds to Shelter House came with no cash
match requirement. However, she said that cash match is required in the fourth grant year and for each
subsequent year. She noted that the cash match obligation is to be no less than 20% of the award. Accordingly,
the obligation for Shelter House is $106,750 annually, which brings $426,970 in federal funds to the community
for supportive services for individuals experiencing homelessness.
Anthony asked when is the deadline for matching the grant. Canganelli said that the deadline is August 2006,
but they would like to start looking for finds to make sure that the award is not lost. She said that they are in
partnership with Goodwill Industries, and that Goodwill committed to provide $5,000. She noted that out of the
entire $106,750 approximately $40,000 is considered unsecured by Shelter House. Canganelli said if they are
not able to raise the funds and lose the grant it will affect not only Shelter House, but also other agencies within
the County such as Goodwill and HACAP. If Shelter House loses the grant, case management will be lost. She
said that the STAR program is a continuum of services allowing individuals to move from emergency shelter to
permanent housing. Canganel/i said that the loss of the program will cause a serious loss of supportive services
for the homeless of Johnson County.
OLD BUSINESS
Allocation Process Subcommittee Update
Housing and Community Development Commission Minutes
October 20, 2005
Page 5
Richman noted that the subcommittee is working on making the allocation process easier for all, to include only
the information needed to make a good decision in the applications, and to establish a focused set of goals.
Richman noted the subcommittee worked and revised the applications and simplified the application where
possible. He noted that they propose three applications: 1) housing 2} public facilities, planning & other, and 3)
public services. Richman said that they propose to eliminate the scoring system by converting the ranking sheet
into a check list. He noted that rather than getting to a score, they would get to a simple yes or no answer to
whether the project is eligible to go to the next round.
He said that the subcommittee is proposing that the ranking criteria sheet would be revised. He noted that there
would be a separate sheet for each funding category, and would identify criteria that the Commission would
consider in evaluating project qualifications, but will not assign a fixed number of points to each item.
Richman said that as in previous years the Commission would hold a Q&A session with applicants. The
subcommittee proposes to allot 10 minutes to each housing projects and 5 minutes each to all other projects
due to the complexity of different housing projects. The Subcommittee also proposes that each type of
application would be scheduled together, such as all housing projects, then public service projects.
Eastham said that the commission needs to use an objective process with set goals and priorities, and has to
justify how each decision matches the goals and objectives. Richman stated it was possible to do a much
simpler, less subjective scoring sheet if the commission does not want to completely remove the scoring
process. Staff will provide the revised applications and ranking sheets in the November packets. Richman
stated it was too late in the process to define goals or focus areas. This will be up for discussion for the FY08
allocation cycle.
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Scattered Site Housing Task Force ~ Presentation of Final Recommendations
Hayek said that the task force was created by the City Council to determine if concentration of assisted low
income housing in. the Iowa City area exists. He sai~ that the~ created an 8~pawe document with their findings
and recommendations that they presented to the City Council on October 111 . He noted that the document
describes the process that the committee underwent, the steps in the process, trends noticed in the community,
demand and cost for housing, and whether the assisted housing is concentrated in specific parts of the town.
Hayek mentioned that the taskforce did conclude that there was a concentration of assisted housing in specific
parts of town. He said that rental units are mainly found near the University of Iowa, but that is the area where
most of the renters are, and it does impact the affordability of housing.
Hayek said that the task force made some general recommendations to the Council. He noted that more specific
recommendations were included ranging from education campaigns regarding affordable housing to a scattered
site policy which would directly impact where HCDC could approve housing activities. He noted the task force
created a fair share matrix regarding the assisted housing units in each census tract of the City. He stated that
the idea was to determine the number of affordable housing existing in a block group relative to the total number
of housing units. If one block group has an over percentage, the recommendation is that the City does not offer
incentives toward assisted housing developments in those areas, and those that are unrepresented should get
incentives to develop in that area.
Anthony said that the number of assisted housing units could decrease unless some of the proposed
recommendations are implemented. He noted that one recommendation was inclusionary zoning policy, which
is a cost less solution that assures that affordable housing is being built in all new subdivisions.
MONITORING REPORTS
The commission deferred the discussion of monitoring reports for the next meeting.
ADJOURNMENT
Shaw motioned to adjourn. Greazel seconded. Motion passed 8~0.
The meeting adjourned at 9:00 PM.
Minutes submitted by Bogdana Rus.
s:/pcd/minules/HCDC/2005/10-20.!J5,doc
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MOVING TO ACTION
Meeting with Broadway Stakeholders: Tuesday, August 31,2004
AGENDA
6~6: 1 0 Welcome/Introductions
6:10~6:15 Review goals, agenda, cQmmunication guidelines
6:15~6:20 Review Youth Development grant
6:20-7:40 Group Action Planning Process
1. Background & Context
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2. Review Issues/Select Priorities
3. Small group work/Action Planning
Groups report out to large group
CLOSE
7:40~8
8~8:05
GOALS:
1. To acknowledge the hard work and history of collaboration and dialogue that has
already taken place by area stakeholders.
2. To create opportunities for relationship building and networking among
stakeholders around common goals of building stronger, safer neighborhoods.
3. To conduct a community dialogue that in two hours develops a concrete action
plan on core issues facing the Broádway Neighborhood.
SMALL GROUP WORK
1. Task out groups/explain process
2. Introductions and concerns
3. Prioritize concerns and select the #1 priority (VOTE)
4. Strengths and resources on issue/concern
5. Draft Action Plan Goal Statement
6. Action planning: brainstorm, list & prioritize, plan who?, what?, when?
7. Next steps
Following are the notes that each group made as they went through the process.
~
DON'T FORGET THE OCTOBER 8 MEAL & WORK SESSION!
GROUP 1:
How cau people iu the Broadway neighborhood do outreach and education to increase
understanding and communicate with the broader community?
Participants: .
Camille Gayles, Miriam Landsman, Claire Heger, Janet Kington, Carrie Norton (recorder), Dave Franker,
Ralph Wilmoth, Jody Braverman, Priscilla Miller, Annie Tucker (facilitator)
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Concerns/Issues:
Getting neighborhood participating in its planning process for itself: to connect SEIC residents to the
rest ofIowa City in & out
· Evening activities (kids & adults)
· Effects of stigmatization of Southeast Iowa City (SEIC)
· SEIC as viable, attractive locale for living and business
· SEIC residents partner/use resources to support area
· How to bring the world to SEIC
· SEIC ~ Broadway
· How to bring folks in. . . politically, educationally
Strengths & Resources:
Broadway Center (not open enough after 5)
YDI youth development grant
Current programs focus on SEIC after 5 (current programs, human services, city, ICCSD)
Neighborhood grants thru Iowa City .
. Use Pepperwood space to support SEIC programs (resource center, computers, library services, w/1ìnks to
education services, job services)
Use resource ofUI students need to do community based time after 5
G~ .
Write an action plan that will connect SEIC residents to the rest of the city via self~planning and building
upon available resources.
Action Plan
~~sponsor a neighborhood meeting @ school or Neighborhood Center
?resource fair
?local residents decide who to invite to fair (on the side Mother to
Mother ministry)
?ideas how to connect to IC @ large
?generate neighborhood needs by neighborhood itself & ID needed resources
(possibly to invite to fair)
arrange: childcare, food, transportation (Claire childcare, transportation)
location (N. Center)? (getting a place-Center/Wetherby? Camille & Claire)
How to organize meeting (organize meeting/facilitate Janet, Camille)
Fill out survey, then you eat (survey Ralph, Carrie, Camille)
Where does food come from? (food~ Camille, Annie)
Date last Wed in Sept. (29th)
Facilitator, organizer
Group 1 Review (as of 6/30/05)
.
This committee decided to focus on bringing the larger community to the
neighborhood. The theory is that when people feel more comfortable in the
.
neighborhood, it will be easier for them to move into the larger community.
2
~
.
The group joined with the Education Committee of the IC Human Rights
Commission to provide a Building Blocks event. The Building Blocks events have
offered assistance to people who are looking for employment; including resume
writing, interviewing, and following up with employers. The group 1 members
provided a meal and childcare (with the assistance of NCJC and Restorative Justice
staff). The event was also held in the neighborhood. The combination of food,
location, and childcare drew more that 50 adults, who were very pleased with what
they accomplished during the evening. Group 1 members gathered information from
participants on businesses where they would like to interview, what they wished they
. knew when they first came to Iowa City, and what barriers they experienced in
finding employment. The group looked at doing a job fair as a follow up to the
Building Blocks. This year, the group decided to encourage attendance at the Job
Fair sponsored by the Chamber and Workforce Development (joint project with
Cedar Rapids groups in each community every other year). Residents could get
assistance with their resumes/job applications prior to the fair, as well as rides the
day of. The Job Fair did not have employers that would typically hire people with
limited education and work experience, but we have a better idea of how to do a fair
this coming year.
The Educq,tion Committee also worked with group members on putting on a music
event MUSIC ON BROADWAY. The event was the first official performance by
UNYTED NAYTIONZ, a group which includes both Broadway and Pheasant Ridge
adults and youth. Again, this was a learning experience, and gave us lots of
information that will help with future events.
The biggest project that came out of discussions with Group 1 was the development of
the Johnson County Newcomers' Resource Nètwork. The Network came out of a
series of meetings with over 60 providers and community volunteers concerned with
a variety of issues for newcomers. We received assistance from the New Iowans
Center in Muscatine. The goals are: to help network members find out more about
what resources they can use; let newcomers know in a timely manner about
resources; and for newcomers and resource providers to advocate for system change.
Members of Group 1 also hosted a Cultural Competency Conference in June.
GROUP 2
How can we make neighborhood spaces more kid friendly?
Participants: Chenita Smiley, Delaney Dixon, Mary Duncan, Lakesha Green, Jodi Gìbson, David Moran,
Desiree Neal, Jeonghee, Steve Rackis, Stephanie Van Housen
Concems/Issues:
Culture change
Need parents involved, caring about their kids
Before & After school activities
Playgrounds ex., no sand
Wheels & Balls Rules
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Parking Lots---danger!! !
Can those areas be used differently and/or can adults re~direct kids
Every grade consistent activities
Boys' & Girls' Clubs in empty buildings
Expand BWNC capacity
Top 3:
After school activities for all ages 3pm~5:30pm with parent involvement
Playground .
Boys'/Girls' Club--space increase @ Broadway Neighborhood Center
Goal:
To write an action plan that creates after school activities for all ages with p~rental involvement every
school day.
Strengths/Resources
BWNC
Twain Collaboration
Grant Wood Resource Center
Community Agencies already in area
Parents that care
Empty Bldgs. for expansion
Good programs
Value Based
Girl Scouts
Boy Scouts
UAY
IC Parks & Rec
Youth Dev. Grant
Iowa Grant $
Ideas/issues:
Public/private partnerships: make it profitable for private sector to work in SEIC & work
with Broadway NC
Contact property managers to discuss making playgrounds safer
Transportation to community activities
Apply for grants
All youth organizations represented at a meeting
Bring LEAP into neighborhood
Youth involvement in planning
Job Opportunities & Training for Jr./High School
Action Plan
1. Research & apply for Grants
--grant writing committee (from meeting w/all agencies) youth
development grant writers Ron Mirr
,
2. futerface with Youth Development Grant & get $ (lots) *Dee how do we fit?
3. Identify Central Agency/Coordinator Ask BNCIUAY/Steve will contact Ron
Mirr at UI
4. LEAP (Leamîng Enrichment Afterschool Program) as a concept what îs each
agency wanting to contrîbute? (Mary will put together before Oct 31)
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4
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,
UAY, Parkview, DVIP, BigBrotherlBigSister, HACAP, Girl Scouts, Boy Scouts,
DHS, NEST, IC Parks & Rec, Youth Planning Representatives, ICCSD, CRC, & more
Group then reviewe,d abpve ~µd came up with.;.
Identify Central Agency/Coordinator: Cannot do yet
1. Research! Apply for Grants
Ron Mirr @UI to find out what strategies to id & meet goal
Steve R tomorrow
2. Interface wNouth Dev. Grant
Dee-Oct. 1
3. Model program from LEAP (Learning Enrichment After school Program)
All youth org. & youth by 10/31104 Mary D.
to set up ater school activities for all ages every day after school with parental
involvement.
We continued to participate in the Restorative Justice group as a way to bring more activities for youth to
the neighborhood. We were able to obtain $10,000 from the local JayCees for playground equipment at
RACAP Transitional Housing. This was the area identified as having the highest need. While the
equipment is not yet installed, we hope that HACAP will complete this project by the end of August.
Parkview Church and Mayor 's Youth have both moved into space at Pepperwood Plaza this spring and
hope to do programming with neighborhood youth andfamilies. This summer, we had all day camp
programs. We were able to send youth to the Tim Dwight Football Camp and to a Kickers' Soccer Camp.
We have not been able to do this in the past. We also worked with Parkview to maintain our summer
evening basketball program. The biggest barrier to more programming is the lack of space. We hope to
be able to use Parkview's space to expand programming, but this is still being negotiated.
Group 3
How do we provide uew neighbors with enough timely information for them to be successful?
Participants: Jean Kuehl, Linda Severson, Shannon Wagner, Joan Vanden Berg, Jim Swaim, Tracy
Hightshoe, Bernie Franks, Amy Blessing, Mary Genus, Brad Laures, Deb Wretman
Concerns/Issues
1. When & what ages it's okay to leave children home alone
2. Having concrete examples of information they don't have
3. How does it work in the communities they're coming ftom
4. How welcoming are we? How do we start a good relationship (on side combine with 6 & 14)
5. Need to ID childcare providers
6. Way to train people in the community to deliver infonnation
7. Attendance, homework expect of school
8. Many don't read to get their infonnation; different mechanisms to communicate; Spanish
language
9. No Bst resident participation
10. Knowing how & when to communicate with the school
11. Language barriers
12. Accessing other community resources
13. Health care & Health records
14. Neighborhood "word" system; fonnal communication
5
------~~--- -
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.
,
15. Neighborhood Association?
Strengths & Resources
Neighborhood Centers
SE Welcome Center
Interested residents & involved neighborhood leadership group
School Resource Centers: Twain & Wood
21 st Century Twain
Street outreach
YD grant
Local churches
Interviews with parents
Teacher home visits
Business community
Interested professionals
Goal:
Welcome new members to our community to
Provide information
Foster successful partnerships
Strong relationships
On~going process
Feel welcome
Action Plan ideas
Recruit neighbors to be welcomers (Adult to AdultIY outh to Youth)
Partner with school personnel
Listen to those who have experienced transition what would've helped
Packet ofinfonnation and "stuff' (bus pass, swim pass, etc.) (explore videos, magnets, etc.)
Group 3 (cont.)
Business Partners for stuff start small
Not one size fits all personalize use interview
Other welcome things going visitors' bureau
Mentor partner w/neigh. Welcomers
Infonnation on Community Events
Basic Comm. Info.
Action Plan
1. Every group member recruit 2 neighborhood & 2 school/prof. folks by Sept. 15
#1 recruit: Mary! Amy is collector of names
2. Swaim library card, swim passes, bus passes Sept. 17
3. Deb & Linda is there already packaged infonnation?
4. Shannon & Bernie training program Halloween
Roll~out Nov. 1
5. Landlords Brian LoringlNeighborhood Centers
6. School interviews to id recipients, Joan
7. Planning meeting with recruits Sept. 30
1 hr. training
2 welcome contacts 1/2hr~lhr
6
-
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.
l
fonow~up
Mentor incentives Jim wi1l check with Hy~Vee by Oct. 15
We completed a welcome packet in early spring. The City of Iowa City agreed to print the packet, which
should be done in July. Training has been designedfor welcomers. We have a list of 5 pairs who will
initially do the welcoming. We also are working with the Student Family Liaisonfor Southeast and City
High and will let him know about families with youth entering those schools.
Group 4
Bow can residents more fully partner with police to address neighborhood concerns?
Participants: Matt Johnson, Captain ICPD; RJ Winkelhake, Chief: ICPD; Tara Harris, Broadway
, ,"
resident; Karen Pollion, Broadway resident; Ron Berg, MECCA; Mary Milder, Star/Shelter House;
Brian Loring, Rita Offutt, Valerie Kemp, Mary Genus (helped 2 groups), Deidre Blackburn
Concerns/Issues:
Safety
*Communication (3)
Drugs in Community
Children fear police .
Neighborhood & Police work together
Balance btw enforce laws & be "officer friendly"
· Neighborhood watch
· Informal interaction btw police & residents
· Focus on successes
· ClarifY neighborhood expectations
· Officers in school
· Precinct captains
.
Goal:
To improve communication between community and police
Action Steps:
1. Maintain Pin grants: Wood, SE, City schools, Scanlon gym
City/School/Officers/Neighborhood Associations
2. Talk to new residents (welcome wagon/center)
3. Monthly forums at Neighborhood Centers neighborhood/police/stakeholders/landlords
4. Mentor residents/NCJC
5. Public resources (tied to 7. taxi to public health)
6. Churches/Synagogue/ecumenical council
The police department has a representative at our monthly Restorative Justice meetings. The most
significant project was the use of a UAYIICPD mentoring grant to have an officer in the neighborhood 2-
3 afternoons a week during the summer. He has connected well with the children/youth and is getting to
know parents through friendly chats about their children.
7
1
,
CI OF IOWA CI
FY07 ALLOCATIONS TIMELINE
Dates Subject to Change
II
Dec. 05, 2005
Public notice that CDBG and HOME applications are available
Dec. 20, 2005
CDBG/HOME Applicant Workshop (10:00 am)
CDBG/HOME Applicant Workshop (5:30 pm)
Jan. 11, 2006
Jan. 25, 2006
Feb. 15, 2006
Applications due to City of Iowa City by 12 noon
If Needed ~ HCDC meeting question/answer discussion with
applicants
Feb. 16, 2006
,
HCDC meeting question/answer discussion with applicants
Mar. 03, 2006
HCDC ranking forms due to City staff
Mar. 09, 2006
HCDC meeting: review of groupings and consensus funding
scenario
Mar. 23, 2006
HCDC meeting: recommendation on CDBG/HOME funding awards
Mar. 28, 2006
HCDC justifications memo due for council packet
Mar. 31, 2006
Draft FY07 Annual Action Plan done - 30~day comment period
begins
May 01, 21006
If Needed - joint HCDC/City Council meeting
May 02, 2006
May 02, 2006
Expiration 30~day comment period on the FY07 Annual Action Plan
City Council: public hearing on the FY07 Annual Action Plan
May 02, 2006
July 01, 2006
City Council: resolution-approving the FY07 Annual Action Plan
Start FY07 projects
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November 2005
.
FY07 APPLICANT GUIDE
IOWA CITY CDBG AND HOME PROGRAMS
This guide outlines requirements for individuals/organizations (applicants) applying for and receiving
Community Development Block Grant (CDBG) and/or HOME Investment Partnership (HOME) program
funds through the City of Iowa City.
The applications for FY07 funding (housing and non~housing) include a number of narratives, statistical and
financial questions so please contact staff if you have questions or need technical assistance. HCDC
strongly encourages new applicants to attend one of the CDBG/HOME Applicant Workshops before
submittal, however all applicants are welcome to attend.
The Applicant Workshops are scheduled as follows:
Thursday, December 20,2005, Emma Harvat Hall, City Hall at 10:00 AM
Wednesday, January 11, 2006, Lobby Conference Room, City Hall at 5:30 PM
NEW FOR FY07
,
1) On June 21, 2005 the City Council adopted a uniform CDBG\HOME Investment Policy (Resolution
#05~213). All applications must comply with this policy (included herein).
2) To encourage the distribution of housing and residential facilities (e.g. permanent housing - rental
and homeownership, transitional housing, homeless shelters, and special needs housing), the City
~oo~ .
3) Performance measurements. The U. 8. Department of Housing and Urban Development is
requiring a new performance measurement system for CDBG and HOME funded activities. Part jj
"Performance Measures" within this guide provides a brief explanation of HUD's Performance
Measurement guidance. This information will be used to help HUD document the outcomes of
these programs to Congress. The application will contain a Performance Measure matrix, if a
project is funded the information in this matrix will be used in the construction of the CDBG or
HOME Agreement and must be reported on to the City for inclusion in HUD's 1018 system.
Financial Information for CDBG\HOME Applicants
The U.S. Department of Housing and Urban Development (HUD) is encouraging both grantees (cities,
counties and states) and applicants (subrecipients such as yourselves) to maximize private investment. HUD
has set a national goal of leveraging three private dollars for each public dollar invested in a project.
Although this is not a program requirement we are asking you, as applicants, to leverage private funding,
volunteers and in~kind contributions whenever possible and to include this information on your application.
Both volunteers and in-kind donations are very important. These contributions are worth points in the
ranking sheets and are included in HCDC's evaluation of your application.
· Applicants can apply for grants and/or loans from CDBG\HOME per the policy.
· All applications received by the due date will be evaluated and ranked by HCDC. A copy of the
ranking sheet is attached herein.
· Each housing project, except minor home repairs, funded with CDBG and/or HOME funds
must appraise to value by an independent third party appraiser or have a current assessed
value that demonstrates adequate equity to secure any liens. If the project costs exceed the
appraised value; the applicant/owner must repay the City the difference between the appraised
value and the total project cost, up to 100% of the City's contribution.
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CDBG\HOME Funding Process
The following is a proposed timeline for the FY07 CDBG\HOME funding process.
.
1. Applications Due
2. HCDC Meeting - Question\Answer with Applicants
3. HCDC Meeting - Review Grouping and Consensus
4. HCDC Meeting - Funding Recommendations
12 noon ~~ January 25,2006
February 16,2006 (Feb. 15, if needed)
March 9,2006
March 23, 2006
Introduction to Applicant Guide
Part I of this guide describes the amount of funding available for allocation in FY07. Part II clarifies
requirements for those considering applying for funds. Þart III specifies provisions contained in the
Agreement between the City of Iowa City and the Applicant.
PART I.
FEDERAL FUNDING EXPECTED TO BE AVAILABLE FOR FY07
In FY07 the City of Iowa City is expecting to have available approximately $1,542,000 in federal funds from
the U.S. Department of Housing and Urban Development (HUD). Of this figure, Community Development
Block Grant (CDBG) funds account for about $838,000. The CDBG program may be used to fund a wide
range of activities from housing projects to the provision of human services. The HOME Investment Partner~
ship program· accounts for about $704,000. The focus of the HOME program is for affordable housing
activities; homeownership opportunities, rehabilitation, or new construction for rental or owner~occupied units
and tenant based rent assistance).
The City of Iowa City has adopted the 2006~2010 Consolidated Plan (a.k.a. CITY STEPS), as the overall
guide for allocating CDBG and HOME funds. CITY STEPS has five~year priorities, strategies and goals
designed to address the needs of low~income persons for housing, jobs and services in Iowa City. Priorities
as outlined in CITY STEPS are attached.
Because CITY STEPS is a multi~year plan it is important to structure each annual action plan so that the
overall strategies and goals are being met. The City Council will review and approve the FY07 Annual Action
Plan before it is submitted to HUD. These goals, and the City's efforts to meet these goals, will be the
method HUD will use to measure the City's performance and compliance with the CITY STEPS Plan. In
order to direct CDBG and HOME funds to activities meeting these multi~year goals, funds will be allocated to
five categories. The categories and the approximate amount of funds available in each are as follows:
Housing Activities
Public Services
Economic Development Activities
Public Facilities and Infrastructure
Program Administration and Planning
TOTAL
$ 771,500
$117,500
$138,000
$293,000
.$222,000
$ 1,542,000
,
A requirement of the HOME program states that not less than 15% of the HOME allocation be reserved for
Community Housing Development Organizations (CHDOs). In FY07 this set~aside is to be a minimum of
$105,600. This amount is contained in the Housing Activities category as shown above.
Please note that the dollar amounts assigned to each category are somewhat flexible. Also, it is the City
Council's policy to allocate $105,000 of the Public Services funds to annual operating expenses of Human
Service Agencies, as part of the City's Aid to Agencies budget. This leaves approximately $12,500 for
distribution to other public service activities.
Per Resolution 00-402 there is a set~aside for the Iowa City Housing Rehabilitation program. This set~aside
is equal to $189,500 plus the Revolving Loan Fund income generated by the Housing Rehabilitation
Program of $84,000 for a total of $273,500. Resolution 01-367 earmarks 9% of funds for the Council's
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3
CDBG Economic Development Fund which is equal to $138,000 for FY07. When the Housing Rehabilitation
Program set~aside is subtracted from the Housing Activities category there is $498,000 left for distribution to
housing applications including CHDOs.
PART II.
APPLICATION REQUIREMENTS AND CONSIDERATIONS
Applicants for these federal funds should evaluate the following HUD guidelines as well as City policies
contained in CITY STEPS when considering the types of proposals, funding estimates, and time schedules
for achieving their program\project goals.
National Objective
ALL Proposals must address a Low~Moderate Income Benefit
a. CDBG Funds
The National Objective of the CDBG Program is the "development of viable urban communities by
providing decent housing and suitable living environments, and expanding economic opportunities,
principally for persons of low and moderate income." At least 51% of the program beneficiaries
(persons or households) must have incomes at or below 80% of the local median income category.
(Where assistance is provided directly to individual households (e.g. housing rehab), all of the
households must have incomes below 80% of the median household income).
b. HOME Funds
The national objective of the HOME program is the provision of safe and decent affordable housing.
All activities undertaken with HOME funds must benefit persons or households below 80% of median
family income. An additional income restriction is added for rental housing projects funded by
HOME. For these rental projects, 90% of the HOME assisted units must be targeted to persons
and/or households below 60% of the median family income.
Following are the median income limits established for Iowa City effective February 11, 2005
Persons per household 30% 60% 80%
,
,
1 person $15,250 $30,480 $40,600 '
2 persons $17,400 $34,800 $46,400
3 persons $19,600 $39,180 $52,200
4 persons $21,800 $43,560 $58,000
5 persons $23,500 $47,040 $62,650
6 persons $25,250 $50,520 $67,300
7 persons $27,000 $54,000 $71,900
8 persons $28,750 $57,480 $76,550
The CDBG statute pertaining to the low-moderate income national objective specifies criteria for determining
low~ and moderate~income benefit.
1. The activity must be carried out in an area or neighborhood consisting predominantly of low~
moderate income persons, or the activity must involve facilities or services designed for use predomi~
nantly by low~moderate income persons. Demographic information is available at the Planning
Department. In some instances, applicants may need to conduct a survey of the potential
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4
beneficiaries to determine income eligibility.
2. Housing that is being improved, as part of a project must be occupied predominantly by low~
moderate income persons.
3. Job creation or retention as an activity must involve employment of predominantly low and moderate~
.
Income persons.
ELIGIBLE ACTIVITIES
a. Activities that can be carried out with CDBG funds include, but are not limited to, the following:
· Acquiring real property, demolishing structures and clearing property, and relocation assistance
for residents of property being demolished.
· Rehabilitation or preservation of residential and nonresidential structures, including
weatherization, painting, accessibility improvements, emergency repairs and comprehensive
rehabilitation.
· Construction of public facilities and improvements, such as water and sewer facilities,
infrastructure repairs and installation of curb ramps, construction of neighborhood centers and
installation of accessible playground equipment.
The provision of public services within the limit of 15% of the community's CDBG allocation,
including education, training, employment, health, drug abuse, fair housing, crime preven-
- - - -
tion, child care, recreation, and energy conservation programs. The City of Iowa City
currently allocates $105,000 to the Human Services agencies in conjunction with its "Aid to
Agencies" budget.
b. Activities that can be carried out with HOME funds include the following:
· Acquisition of real property (including Home Ownership Assistance), payment of "soft" costs
associated with a project, demolition and clearing property, site and infrastructure improvements,
and relocation assistance for persons being displaced by a HOME activity.
· Rehabilitation or preservation of residential structures (comprehensive rehabilitation only).
· Tenant Based Rental Assistance (TBRA) for a period of up to 24 months.
· New construction of affordable housing units (rental or owner~occupied).
· Operational expenses and Capacity Building for Community Housing Development Organizations
(CHDOs) within the limit of 5% of Iowa City's HOME allocation.
INELIGIBLE ACTIVITIES
The following types of activities that are ineligible include, but are not limited to, the following:
· Buildings for general conduct of government and expenses required to conduct the regular
responsibilities of local government, e.g. street maintenance, public buildings for government.
· Political, religious and lobbying activities, income payments, such as rent assistance and mort~
gage payments.
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5
· CDBG ONLY: New housing construction, except for residential facilities providing shelter for
persons with special needs (homeless shelters, convalescent homes, halfway houses, and group
homes).
· Purchase of construction equipment, office equipment, fixtures, motor vehicles, furnishings or
other personal property not an integral structural fixture such as computers and other office
equipment.
PERFORMANCE SCHEDULE AND PA YMENT
,
Performance schedules will be outlined with the goal of completing the project within the City's fiscal
year (July 1~June 30).
After the contract has been formalized, disbursements can be made upon receipt of 1) invoices for
labor, materials and services rendered, and 2) signed lien waivers (as appropriate) covering all
amounts to be paid. In some instances, pre~agreement costs may be reimbursed to applicants;
however, Community and Economic Development staff must be contacted prior to making any pre~
agreement disbursements. In case of minor cost overruns or requests for additional funding the City
Manager and staff may approve a contract amendment that is non-substantial. In the case of
substantial changes (as defined in the 2006~2010 Consolidated Plan a.k.a. CITY STEPS) the
Housing and Community Development Commission and City Council must approve the change and
an amended agreement is required.
PERFORMANCE MEASURES
In the application form, applicants will be asked to mark one of the "Objectives" that are defined herein for
, . I ,
the proposed project. After this first step, the application will then ask the applicant to mark one of the
"Outcomes" that are defined herein for the proposed project. The last step is to quantify the project
,
benefits by placing a numeric value in one of the "Outputs" categories of "persons", "households" or
"housing units".
O~ectives
Suitable Living Environment: In general, this objective related to activities that are designed to
benefit communities, families, or individuals by addressing issues in
their living environment.
Decent Affordable Housing:
The activities that typically would be found under this objective are
designed to cover the wide range of housing possible under HOME,
CDBG, HOPWA, or ESG. This objective focuses on housing
programs where the purpose of the program is to meet individual
family or community needs and not programs where housing is an
element of a larger effort (such as would be captured above under
Suitable Living Environment).
Creating Economic
Opportunity:
This objective applies to the types,of activities related to economic
development, commercial revitalization, or job creation.
Outcomes
,
A vailability\Accessibility:
This outcome category applies to activities that make services,
infrastructure, housing, or shelter available or accessible to low~and
moderate~income people, including persons with disabilities. In this
category, accessibility does not refer only to physical barriers, but
also to making the affordable basics of daily living available and
accessible to low~ and moderate~ income people.
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Affordability:
This outcome category applies to activities that provide affordability
in a variety of ways in the lives of low~ and moderate~income people.
It can include the creation or maintenance of affordable housing,
basic infrastructure hook~ups, or services such as transportation or
day care.
Sustainability: Promoting
Livable or Viable
Communities:
This outcome applies to projects where the activity or activities are
aimed at improving communities or neighborhoods, helping to make
them livable or viable by providing benefit to persons of low~ and
moderate-income people or by removing or eliminating slums or
blighted areas, through multiple activities or services that sustain
communities or neighborhoods.
Outputs
Households:
One or more persons occupying a housing unit.
Persons:
An individual or individuals.
Housing Units
An occupied or vacant house, apartment, or single room (SRO
housing) that is intended as separate living quarters.
For additional information please see the Federal Register, June 10,2005, pages 34044~34054
BUDGET CONS/DERA T/ONS
,
I n estimating the amount of the proposal or the project budget, applicants should try to obtain documentation
for the costs and consider the following expenses:
,
· Appraisals, legal fees, title opinions and surveying costs for property acquisition projects.
· Building permits, engineering or surveying costs, zoning application fees, professional fees,
advertising and bidding costs for rehabilitation and building projects.
Other project costs such as compliance with HUD regulations (audits, labor standards, environmental
studies, fair housing, etc.) which are listed in Part 1/1 of this guide should also be included. Applicants
should become familiar with that section of the Guide prior to submitting an application.
NOTE: Rental housing projects, regardless of funding sources, will be required to complete and
submit the proforma attached to the FY07 application form.
HOME PROJECTS ONLY:
HOME funds are required to be matched at the rate of one match dollar for each four HOME dollars
or 25% of the HOME funds being requested. The City has made a commitment to match local
HOME dollars, however, we also expect applicants for local HOME funds to contribute to meeting
this matching contribution (see HOME regulations for eligible forms of match).
** Applicants may wish to meet with staff before filling out the application to discuss the project
budget, potential costs and the estimates for project expenses.
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7
PART III.
COMPLIANCE WITH FEDERAL REGULATORY REQUIREMENTS
All CDBG\HOME contracts include requirements imposed by various Federal~sponsoring agencies. These
include procurement standards for labor, materials, supplies and services not only related to the project but
also to the applicant's operation.
1. Procurement standards and subcontracting requirements are set forth in OMB Circular A~ 110. This
circular is provided to the applicant at the time of signing the Agreement with the City. However, the
following list briefly describes the main points in contracting for services and purchasing supplies and
materials.
2. Affirmative efforts shall be made to utilize small and minority~owned businesses or sources of
supplies and services. Conflict of Interest rules will also apply.
3. Construction contracts in excess of $2,000 shall comply with the Fair Labor Standards Acts.
Specifically, 1) The Davis-Bacon Act which requires contractors to pay wages to laborers and
mechanics at a rate not less than the minimum wages specified in a wage determination made by
the Secretary of Labor, 2) Copeland Anti-Kick Back Act which prohibits employers from inducing
employees to give up any part of the compensation to which they are otherwise entitled, and 3) The
Contract Work Hours and Safety Standards Act which requires contractors to compute wages on
the basis of a standard work week of 40 hours. Work in excess of the standard workweek shall be
permissible if the worker is compensated at a rate of 1 % times the basic rate of pay for all hours
worked in excess of 40 hours in the workweek. No worker shall be required to work in unsanitary,
dangerous or hazardous surroundings.
4. Contracts over $10,000 shall contain requirements relating to Equal Employment Opportunity.
5. Provisions for termination shall also be included in all contracts.
6. Records should be kept for all procurements. Contracts/procurements for more $25,000 shall
include the basis for selection, justification for lack of competitive bids when necessary, and basis for
award, cost or price.
7. Contracts in excess of $25,000 shall contain provisions and conditions that allow for administrative,
contractual or legal remedies in instances in which contractors violate or breach contract terms.
8. Contracts in excess of $100,000 shall meet bonding and Section 3 requirements.
9. Provisions regarding federal regulations on Non~discrimination, Equal Employment, Affirmative
Marketing and Fair Housing.
10. Acquisition, Displacement and Relocation are also contained in the Agreement.
11. Lead based Paint regulations regarding interim controls and abatement may also apply.
PART IV.
FINANCIAL MANAGEMENT
Standards for financial management and record keeping are provided in OMS Circulars A~110 and A~122.
Local accountants and agency directors experienced with federal requirements may be helpful resources.
· A separate ledger for the CDSG and/or HOME account is strongly recommended.
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8
· Appropriate time distribution records must be kept for employees paid with CDBG funds in addition to
other funds.
· All project~related expenditures must be supported by third party documentation (invoices, contracts, and
purchase orders). Lien waivers are required from all contractors and subcontractors.
· Reductions in project costs or increases in the commitment of other funding, if any, shall be brought to
the immediate. attention of staff. The impacts of these changes must be discussed with staff and
appropriate reductions in CDBG and/or HOME funds may be made on a pro~rated, case~by~case basis.
PART V.
REPORTING AND MONITORING
Community and Economic Development staff will monitor all aspects of the project beginning with pre~
agreement activities, goal setting to project closeout. Any project changes must be approved by the City.
All notices and reports should be directed to:
Community and Economic Development Division
410 East Washington Street
Iowa City, Iowa 52240.
Periodically, Community and .Economic Development staff and HCDC members will conduct monitoring
visits to review project progress, financial management, construction contracts, time records related to the
project as well as client statistics. Staff will attempt to give reasonable notice prior to the site visit.
In most cases, a financial audit of the project expenditures will be required. Qualified individuals who are
sufficiently independent of the agency and can produce unbiased opinions and conclusions should conduct
these audits. Audit reports should be submitted within six months of project completion and final
disbursement of funds.
For organizations that expect to receive more than $500,000 in federal assistance from all sources are
required to have an audit covering the financial activities of the organization as well as the project
disbursements will be required as set forth in OMB Circular A~133.
All records relating to the project should be kept for at least five (5) years following the completion of the
project/activity or five years past the end of any compliance period stated within the CDBG Agreement. For
HOME projects this means keeping records for five (5) years past the end of the affordability period as noted
in the HOME Agreement between the recipient and the City of Iowa City.
The City of Iowa City requires quarterly reports and has a standardized reporting form. This reporting
requirement will be within the agreement. The compliance period will vary depending upon the regulatory
requirements of the CDBG and/or HOME program and the information contained within the CDBG\HOME
application. During the compliance period, Community and Economic Development staff will request records
relating to the stated purpose of the project to see if goals have been carried out, to review the low and
moderate income benefit requirements as established by HUD, and to monitor the financial status of the
organization.
.
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HUD Table IV.1
LISTING OF PRIORITY NEEDS (Rental Households)
Priority Need Levêl 2000 2000
PRIORITY HOUSING NEEDS High, Medium, Low, ESTIMATE ESTIMATED
(households) No Such Need D DOLLARS
UNITS NEEDED
TO ADDRESS
0~30% 31-50% 51~
80%
Renter Small Cost Burden> H H L 971 $23,304,000
30%
Related
Cost Burden> H H M 489 $11,726,000
50%
Physical L L L N/A --
Defects*"
Overcrowded* L L L N/A ~~
Large Cost Burden> H M L 145 $3,480,000
Related
30%
Cost Burden> H H M 68 $1,632,000
50%
Physical L L L N/A ~~
Defects*"
Overcrowded* H M L N/A ~~
Cost Burden> M M L 205 $4,920,000
Elderly 30%
Related
Cost Burden> M M M 152 $3,648,000
50%
Physical L L L N/A ~~
Defects**
Overcrowded* M M L N/A ~~
*Estimated units were not available in the 2000 U.S. Census and 2000 CHAS data
** Physical defects include an estimate of units that are older than 1980 and rented by LMI households.
.
.
'::,," "",
9
---~-~-, ~~, A"" < "Ad "'"'~ ' ^'" ,',,,,,,, ,{_" '", """,,,,, ,'"" , __ 'WiJP=¿='V"'^',,""'W,^,,, "'A"'" '",
10
LISTING OF PRIORITY NEEDS (Owner Households)
Priority Need Level 2000 2000
PRIORITY HOUSING NEEDS High, Medium, Low, ESTIMATE ESTIMATED
(households) No Such Need D DOLLARS
UNITS NEEDED
TO ADDRESS
0~30% 31 ~50% 51~
80%
Owner Small Cost Burden> M L L 534 $12,716,000
30%
Related
Cost Burden> M L L 223 $5,352,000
50%
.
Physical H H M N/A ~~
Defects"''''
Overcrowded'" L L L N/A ~-
Large Cost Burden> M L L 72 $1,728,000
Related
30%
Cost Burden> M L L 24 $576,000
50%
Physical H H M N/A ~~
Defects"''''
Overcrowded'" L L L N/A ~~
Elderly Cost Burden> M M L 279 $6,696,000
30%
Related
Cost Burden> M L L 105 $2,520,000
50%
Physical H H M N/A ~~
Defects"''''
Overcrowded'" L L L N/A ~~
"'Estimated units were not available in the 2000 U.S. Census and 2000 CHAS data
"'''' Physical defects include an estimate of units that are older than 1980 and rented by LMI households.
______'__...··,~......~~,__w,__
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11
Priority Need Level ESTIMATED
PRIORITY HOMELESS NEEDS High, Medium, Low, No Such Need DOLLARS
NEEDED
TO ADDRESS
Outreach Assessment Families Individual wI Special Needs ~~
s
M M M
Emergency Shelters Families Individual wI Special Needs
s 1,620,000
H H M
Transitional Shelters Families Individual wI Special Needs
s ~~
H H H
Permanent Supportive Housing Families Individual wI Special Needs
s ~-
L N H
Permanent Housing Families Individual wI Special Needs
s ~~
...¡.
H H N
Information on this table is based upon statistics from the 2000 U.S. Census
IV F. NON~HOUSING COMMUNITY DEVELOPMENT PLAN
TABLE IV. 5 Non~Housing Community Development Priorities
PRIORITY COMMUNITY DEVELOPMENT Priority Need Level ESTIMATED 2000
NEEDS High, Medium, Low, DOLLARS NEEDED
No Such Need TO ADDRESS
:::1=
PUBLIC FACILITY NEEDS
Senior Centers L $1,200,000
Youth Centers H $1,785,000
Neighborhood Facilities H $1,785,000
Child Care Centers H $2,000,000
Trails, Art, Parks, Recreational Facilities L $6,525,000
Health Facilities L $100,000
Parking Facilities N $1,933,660
Other Public Facilities, Airport, Civic Center L $10,400,000
INFRASTRUCTURE IMPROVEMENTS
------~-----
.-''''='' __ - '" ____ ",,"_W'_ ,.___ _ _,,,,,,,,,"",,__'¡,,,,___.,,,, _-'
12
PRIORITY COMMUNITY DEVELOPMENT Priority Need Level ESTIMATED 2000
NEEDS High, Medium, Low, DOLLARS NEEDED
No Such Need TO ADDRESS
Solid Waste Disposal Improvements L $2,270,000
Flood Drain Improvements L $1,750,000
+
Water Improvements L $3,330,000
Street Improvements L $2,500,000
Sidewalk Improvements L $2,150,000
+
Sewer Improvements L $3,100,000
Asbestos Removal L unknown
Other Infrastructure Improvements Needs L $441,340
PUBLIC SERVICE NEEDS
Senior Services H $1,778,000
+
Services for Persons with Disabilities M $8,031,660
Youth Services H $28,792,154
Transportation Services H Unknown
Substance Abuse Services H $19,923,100
Employment Training H $20,054,000
Crime Awareness L $3,360,054
,
Fair Housing Activities H $100,000
T enantlLandlord Counseling L $1,975,000
Child Care Services H $20,200,000
Health Services H $40,400,025
.
Other Public Service Needs. H $37,065,410
ACCESSIBILITY NEEDS
, $22,831,300
Accessibility Needs H
HISTORIC PRESERVATION NEEDS
Residential Historic Preservation Needs L $6,500,000
Non~Residential Historic Preservation Need L $5,000,000
ECONOMIC DEVELOPMENT NEEDS
Commercial~lndustrial Rehabilitation L $1,250,000
Commercial~1 ndustriallnfrastructure L $1,000,000
Other Commercial Industrial Improvements L $1,250,000
Micro~Businesses H $500,000
Other~Businesses M $225,000
,
Technical Assistance M $50,000
p
,
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13
PRIORITY COMMUNITY DEVELOPMENT Priority Need Level ESTIMATED 2000
NEEDS High, Medium, Low, DOLLARS NEEDED
No Such Need TO ADDRESS
OTHER COMMUNITY DEVELOPMENT
Energy Efficiency Improvements M $48,060,000
Lead-Based Paint Hazards H $17,280,000
2160 units x 8,000/per
Code Enforcement L $4,101,975
PLANNING
Planning M $2,069,515
____________m.__.'_~.. ~".n'_"__..,~W~"")"w".'N---.H""="'-"'''''''~','' '
EVALUATION CRITERIA
PUBLIC SERVICE PROJECTS
"'~""'"'i: ',"'''''',{--,'
"''''''''''''4' ~._
This evaluation sheet yvill be,l,Jsed ¢t~ ª eYide to assist the Housing and Community Development
Commission (HCDC) in the FY07 allocation process. HCDC members will evaluate each project according
to the questions\criteria shown below.
I. Need\Priorit.x..{15 poil1tsl
Meets identified need in CITY STEPS? Yes No
If yes:
At what priority level in CITY STEPS? (High 10, Medium 6, Low 3)
Has applicant documented the ability of the project to address this need? (Yes 5, No 0)
II. R~,~ol:lrçes & Fea.ibi"~xJ15 pointsl
Project budget is justified? (Costs are documented\reasonable) Yes No
Project will proceed and all funds expended by 6/30/07? Yes No
If yes to both questions:
Program leverages other financial resources?
o to 25% Other Funds (1) 26% to 50% Other Funds (2)
51% to 75% Other Funds (3) 76% to 99% Other Funds (5)
Applicant has documented efforts to secure other funding? (Yes 5, No 0)
Project will be sustained after CDBG funding ends? (Yes 3, No 0)
Project leverages human resources (volunteers, etc.)? (Yes 2, No 0)
III. Impact\Benefit {20 J;toint§l
Does the project help persons gain self~sufficiency? Yes No
If yes:
Primarily targets low~income persons? (0~30% (6), 31~50% (4), 51~80% (2»
Project utilizes community partnerships to further project's goals? (Yes 5, No 0)
Project or service has a measurable impact in the community? (Yes 3, No 0)
Produces adequate benefits to the community related to its cost? (Yes 3, No 0)
Demonstrates innovative solution to problem? (Yes 3, No 0)
IV. Capac~ty\HistoFJL(maximum tQ"f!~intsl
Applicant can maintain regulatory compliance? Yes No
If yes:
Applicant has strong financial skills and board commitment? (Yes 5, No 0)
Applicant has the administrative capacity to complete the project? (Yes 3, No 0)
Applicant attended the FY07 CDBG/HOME Applicant Workshop? (Yes 2, No 0)
GRAND TOTAL
PROJECT NAME:
" III
(Maximum Amount of Points - 60)
--------~~~~ ""'~~~"" 'n' ~^.' '^"W~"" ""_,' '''' "" "",', , ^,' ,,' ',~'",
EVALUATION CRITERIA
PUBLIC FACILITY, PLANNING & OTHER PROJECTS
This evaluation sheet will be used a~ a Quide to assist the Housing and Community Development
Commission (HCDC) in the FY07 allocation process. HCDC members will evaluate each project according
to the questions\criteria shown below.
I. Need\Prioritv.J15 Poin1!1
Meets identified need in CITY STEPS? Yes No
If yes:
At what priority level in CITY STEPS? (High 10, Medium 6, Low 3)
Has applicant documented the ability of the project to address this need? (Yes 5, No 0)
II. Resources & FeasibilittJ15 POints\
Project budget is justified? (Costs are documented\reasonable) Yes No
If yes:
Program leverages other financial resources?
o to 25% Other Funds (1) 26%, to 50% Other Funds (2)
51% to 75% Other Funds (3) 76% to 99% Other Funds (5)
Applicant has documented efforts to secure other funding? (Yes 5, No 0)
Project will be completed by the end of the fiscal year, 6/30/07? (Yes 3, No 0)
Project leverages human resources (volunteers, etc.)? (Yes 2, No 0)
III. Impact\B~nefit ~Ol
Does the project help persons gain self~sufficiency? Yes No
If yes:
Primarily targets low~income persons? (0~30% (6), 31~50% (4), 51~80% (2»)
Project utilizes community partnerships to further project's goals? (Yes 5, No 0)
Project has a measurable impact in the community? (Yes 3, No 0)
Produces adequate benefits to the community related to its cost? (Yes 3, No 0)
Demonstrates innovative solution to problem? (Yes 3, No 0)
IV. Capacitv\HistoryJD1axim\l~ 10 ~oint~)'
Applicant can maintain regulatory compliance? Yes No
If yes:
Applicant has strong financial skills and board commitment? (Yes 4, No 0)
Applicant has the administrative capacity to complete the project? (Yes 4, No 0)
Applicant attended a FY07 CDBG/HOME Applicant Workshop? (Yes 2, No 0)
GRAND TOTAL
PROJECT NAME:
,
(Maximum Amount of Points - 60)
, I
-------.---.,
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EVALUATION CRITERIA
HOUSING PROJECTS
This ranking sheet will be used as a guide to assist the Housing and Community Development
Commission (HCDC) in the FY07 allocation process. HCDC members will rank each project according to
the questions\criteria shown below.
I. Need\PrioriNilJ1a,!;I1lYJn 29.t.QRtI Roin~l
Meets identified need in CITY STEPS? Yes No
If yes:
1. What priority level in CITY STEPS? (High=10, Medium=6, Low=3 points)
2. Has the applicant documented the ability of the project to meet this need? (Yes= 10, No= 0)
1,1. leveragj,~9..-Resource~(Blt~set (m.,x~J;11u~ ~9 J;)ointsj
Project bUdget is justified? (Costs are documented\reasonable) Yes
If yes:
1. Project leverages human resources (volunteers, etc.]
2. Project leverages private financial resources? (Including in~kind]
o to 25% Private Funds (0~2 points)
26 to 50% Private Funds (3~4 points)
51% to 75% Private Funds (5-6 points)
76% to 99% Private Funds (7~8 points)
3. Has applicant documented efforts to secure other funding?
SUB~TOTAl
No
(Yes= 7, No= 0)
(0-8 points)
(Yes= 5, No= 0)
SUB-TOTAL
III. FeasibiliWJmamxim\LQ'1 ªO poiQ,~.l
1. The level of public subsidy is warranted? (Private\other funds not available?]
2. The project will be completed within the required time period?
3. Project utilizes community partnerships
(Yes= 10, No= 0)
(Yes= 5, No= 0)
(Yes= 5, No= 0)
SUB-TOTAL
IV. ImJ2a,çt\Ben~iHm~;Kirn4rn 30, eolQ~l
1. Primarily targets low~income persons (0~30%=10, 31~50%=6, 51~60%=4 points, 61~80%=1)
2. Project produces adequate benefits to the community related to cost? (Yes= 10, No= 0)
3. Demonstrates innovative solution to problem (Yes= 5, No= 0)
4. Project pays full property taxes (5) or a payment in lieu of/reduced taxes (3) (Yes= 5,3 No= 0)
SUB-TOTAL
V. C~pacity\Hist9fï.Lm~ximµ!J119 Qq"n~l
Applicant can maintain regulatory compliance throughout the project, including the affordability
period? Yes No
If yes:
1. Applicant has strong financial skills.
2. Applicant has the administrative capacity to complete this project.
3. Applicant attended a FY07 CDBG/HOME Applicant Workshop.
(Yes= 4, No= 0)
(Yes= 4, No= 0)
(Yes= 2, No= 0)
SUB~TOTAl
PROJECT NAME:
PROPOSED ALLOCATION: $
,
(Maximum amount of points - 100, Projects under 60 points receive $0)
GRAND TOTAL
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Housing and Community Development Commission
Unsuccessful or Delayed Projects Policy
Adopted by City Council March 2, 2004 (Resolution 04~6a)
From time to time there may be Community Development Block Grant (COBG) and/or HOME Investment
Partnership Program (HOME) projects that do not meet the anticipated schedule for implementation as
presented to the Housing and Community Development Commission (HCDC). These circumstances
may be due to unforeseen events (e.g. unfunded applications for other financing).
HCDC recognizes the need to utilize CDBG, HOME and other funding as effectively and efficiently as
possible to meet the needs of low~moderate income household for housing, jobs and services within
Iowa City.
To assist HCDC in evaluating a project's status and ability to proceed the following policy is hereby
adopted to begin with Fiscal Year '04 projects beginning July 1, 2003:
1. All CDBG and HOME projects will have entered into a formal agreement with the City of Iowa
City for the utilization of federal funds by September 30 each year. Should a recipient fail to
meet this threshold, the project will be reviewed by HCDC to evaluate if extenuating
circumstances exist. If extenuating circumstances exist and it is anticipated the project
will proceed, a new time/ine will be established for the completion of the project. If
circumstances do not warrant an extension of time, HCDC may recommend the
recapture and re..use of the funds to the City Council.
2. All CDBG projects (except applicants for LlHTCs) will have expended a minimum of fifty percent
(50%) of the assistance provided for the proposed project by March 15 each year. This
provides the recipient with approximately 255 days following the start of the fiscal year to reach
this threshold for CDBG projects. All HOME projects will expend their funds on a timely basis
per the applicable HOME regulation. Should a recipient fail to meet these thresholds, all
unexpended CDBG/HOME funding will be recaptured by the City of Iowa City and
recommendations be made by the HCDC for re~use of the funds or HCDC may allow the
recipient to retain the funds for the previously approved project.
3. If housing projects are applying for other funds through various state or federal agencies, the
recipient must apply for those funds in the first available application period offered. Should a
recipient fail to meet this application threshold, all CDBG/HOME funding will be recaptured by
the City of Iowa City and recommendations be made by the HCOC for re~use of the funds.
4. Should a recipient be unsuccessful in obtaining the funds listed in the application in the
application round immediately following the allocation of local COBG\HOME funds, and the
project will not be able to proceed without the aforementioned funds, all CDBG/HOME funds will
be recaptured by the City of Iowa City and recommendations be made by the HCDC for re~use
of the funds or HCDC may allow the recipient to retain the funds for the previously approved
project. If the project is unsuccessful in obtaining the required funds listed in the application
after two consecutive funding rounds following the allocation of local CDBG/HOME funds, the
City of Iowa City will recapture all CDBG/HOME funds.
_m ,,,,,,·"···..,""".'''·''''MM''"''..'.
.. "''',..,,,,
Eco~omic Develo...emenJ
Economic development projects making application to the CDBG Economic Development Fund will be reviewed
by the Council Economic Development Committee. The Council Economic Development Committee will make a
recommendation to the City Council for each project proposed for funding. Said recommendation shall include
the amount of CDBG assistance to be allocated and the terms of investment.
Typically, for~profit business projects will receive low~interest loans; whereas, non~profits may be recommended
for forgivable loans or grants. Decisions regarding investment terms for economic development projects will be
made based on the nature of the project including, but not limited to, the risk, potential for growth, the number of
and quality of jobs created for low-moderate income persons, the ability to repay a loan and the amount of other
funding leveraged.
Housing
The interest rate for all rental housing activities will be zero percent (0%) for non~profit owned projects and prime
rate (determined at the time the CDBG\HOME agreement is executed by the City) minus two points for for-profit
owned projects with an amortization period up to thirty (30) years or the period of affordability, whichever is less.
Assistance to homeownership projects will have three repayment options as shown herein. 1. A 20-year loan
that must be paid in full when the low~moderate income homeowner sells, transfers title, moves or rents the
property or the 20~year term expires, whichever occurs first. No interest will accrue and no payments will be
required to be made by the property owner prior to payoff. 2. The homeowner has the option to make monthly
payments to the City or its designee in a form not to exceed a 30-year, zero percent (0%) amortized loan, a 30-
year amortized loan must start at the time the assistance is provided. 3. If CDBG\HOME assistance is provided
to a certified non~profit organization, for a Community Land Trust project, the CDBG\HOME funds will be in the
form of a grant.
All HOME funds provided for Tenant Based Rent Assistance will be in the form of a grant.
Public Facilities
::
The City of Iowa City, as the recipient of Community Development Block Grant (CDBG) funds, utilizes these
funds for "public facilities" projects as defined in 24 CFR 570.201 (c) that are completed by the City and\or
subrecipents. The following policy applies to CDBG assistance provided to non~governmental subrecipients
("governmental" includes only jurisdictions with taxing authority as provided for in Iowa Code).
Projects that receive an allocation by the City of Iowa City will receive an earned grant, as defined herein, which
will be secured by a mortgage or other comparable security instrument. The compliance term of the earned
grant will be determined by the formula also provided herein. At the end of the applicable compliance term the
lien or other security instrument will be released by the City. If the real property is leased, the lease shall be for a
period that matches or exceeds the compliance term of the earned grant.
· Earned Grant: A lien against the real property being assisted, or other comparable security, which is
repaid only upon transfer of title, rental of the property, or termination of seNices or occupancy as
outlined in the applicable CDBG Agreement. If the subrecipient fully satisfies the terms outlined in the
applicable CDBG Agreement the mortgage against the property, or other security instrument, will be
released by the City following the completion of the compliance period that begins on the date of
execution of the mortgage or security instrument.
· Earned Grant Formula: The total amount of CDBG assistance allocated to a subrecipient in anyone
. .. I I ... .
City fiscal year for a "public faciJity" project divided by $3,000 equals the number of CDBG compliance
years for the Earned Grant. (For example: $17,000 in CDBG assistance divided by $3,000 would equal
a compliance term of 5. 67 years or 68 months). If the Earned Grant Formula results in a compliance
term of less than one year (12 months) the minimum compliance term shall be one year (12 months) and
ifthe Earned Grant Formula results in a compliance term of more than ninety~nine (99) years the
maximum compliance term shall be ninety~nine(99) years.
Public Service
': .
Public Service projects as defined in 24 CFR 570.201 (e) shall receive CDBG assistance in the form of a grant
with a term of not less than one year.
CDBG and HOME Program Investment Policies
(Resolution 06~213)
- ""~~, ^^ ".~""' ""," '~U"'M.="",)'. '''''''~"'"",,', ~'~"^"æ' w," ',,,, "
. V'"
~....." - .
CITY OF IOWA CITY
FY2007 CDBG/HOME - FUNDING REQUEST
Public Service Projects (Operations)
,
Prior to submitting your FY07 CDBG/HOME Application, please make sure that you have
done the following:
o Completed Application. Should you have any questions while completing the
application contact Community & Economic Development staff at 319.356.5230 or
by email at steve-Iong@iowa-city.org.
o Submit the original application to the City of Iowa City, Community & Economic
Development Division. The application may not be longer than 10 pages, must by
typed (10 point font or larger), and must be single sided.
o Submit one copy of your overall agency budget (summary). The budget summary is
not included in the 10 page maximum count.
o Sign the application in blue ink.
o Have your application and related materials delivered to:
City of Iowa City
Community & Economic Development
410 E. Washington Street
Iowa City, IA 52240
o Be sure to send your application by certified or registered mail; overnight deliver
service i.e. Federal Express; or deliver in person and have the application date/time
stamped by a Planning & Community Development representative.
o Applications are due to the City of Iowa City, Community & Economic Development
Department on Wednesday, January 25 by noon.. NO EXCEPTIONS!
Please remember that only one project proposal may be submitted on each application
form. Please use separate application forms for each project proposal.
,
~M"'" '''',,,,, ,'""", ''''à'' '"'=~''', "",'~""'''¡ , ,
City of Iowa City FY2007 Funding Request
Public Service Projects
(Operations)
1. Name of program for which funds are being requested:
2. Total Amount of CDBG Funds Requested: $
"
3. Name and address of applicant/organization:
Signature:
4. Contact Person:
Phone Number:
Fax Number:
Email Address:
5. Indicate your organization's corporate status and number of years in business in the Iowa City
community:
Status: Non~profit
For~profit
Years in business
6. Did you attend the Applicant Workshop?
If yes, please circle the date attended.
December 20, 2005
January 11, 2006
7. Brief summary of the proposed project (please limit response to a paragraph).
,
"
Section 1 - Needj Priority
8. The objective of the CITY STEPS Plan is to promote a continuum of care within the
community that includes jobs¡ housing and services for low~moderate income persons. Tell
us (a) why this project is needed¡ (b) how it fills a gap in the City's continuum of care or
partners with other services and (c) how it addresses the goals cited in the CITY STEPS Plan.
Include information from studies\research or other supporting documentation, where
available.
FY07 Public Service Project Application
1
----~-. _·~M=· . "., "'j ., ,.,,', ," h··V"____'''''~·.-,,-.- "', "~____)~,,.__-. ''''N'. _'~(,' "'.
Section 2 - Resources a. Feasibility
9. Provide a budget breakdown for your specific program or expense. The budget breakdown
should include ONLY those costs directly related to the program or expense. For example, if
the project is the addition of one staff person, the budget should include only the estimated
cost of and resources available for that position. Alternatively, if the project is the
implementation of a specific service program, provide the total estimated costs of and
resources available for the project, broken out by general categories such as salaries,
materials, office expense, marketing, etc. (Please include the cost of an audit for any
organization that expects to receive over $500,000 from all federal sources.)
If other non~CDBG resources are used to fund the project/expense, please list the sources,
[state if the funds are in~kind or cash,] and check if the funds are anticipated or already in~
hand (committed). If anticipated, indicate the date the funding will be available if awarded.
Document Costs Whenever Possible
Include onl
Expense Category
(e.g. salaries, rent,
utilities)
If possible, please
prioritize the
bud et
Budget Breakdown
those costs directl related to the
Status
CDSti
Funds
List Source of
Other Funds Other Funds
In·
Kind
Antic.
Cash Date Comm.
Please place an ':,r" in box that applies:
$
$
$
$
$
$
$
$
$
$
Volunteer Contribution (Question 10):
Total
$
10. If volunteers are used, please describe how these volunteers are utilized for the proposed activity.
Unskilled labor hours x $10 per hour ::::: $
, $
Skilled labor C ) hours xi., per hour :::::
"
Skilled labor C ) hours xi., per hour ::::: $
,
, Total $
FY07 Public Service Project Application 2
.
mn_______ ~=" ',~~=,__",."" =_~,. "--1 ~~',w,..~~_" '0 ""." ,,,' . , "', "_
"
11 All public service projects are required to expend their full award and complete the proposed
project by the end of the fiscal year (June 30¡ 2007). Will you be able to meet this
requirement?
Yes No
Section 3 - Impact\Beneflt to the Community
12. Please indicate the population to be served by the proposed program according to the income
categories shown in the Applicant Guide. If you are requesting money for a specific
administrative expense (e.g., a staff member's salary)¡ indicate the population served by your
agency as a whole. (Please Note: If this application is funded, the Information In
this table will be used as Income targeting for the CDBG Agreement).
Number between 0 ~ 30% median income persons (a)
Number between 31- 50% median income persons (b)
Number between 51- 80% median income persons (c)
Number between 80 - 100% median income persons (d)
Number over 100% median income persons (e)
Total Clients Served persons (f)
Percent LMI , (a + b + c) + f)
Percent Iowa City Residents
Please describe the basis or methodology used to estimate the number of clients to be
served (i.e. survey¡ last year's reports¡ etc.)
"
FY07 Public Service Project Application 3
"'" "" .., "'; 'u.,,,· ", '
13. Please circle the one main objective, outcome, and output indicator for the proposed
project. Second, provide specific project indicators in the narrative (i.e. number of
households assisted, number of persons assisted, etc.)
Objective: Suitable Living Decent Affordable Creating Economic
Environment Housin o ortunities
Outcome: Availability/Accessibility Affordability Sustainability
Output
Indicator: Persons Households Housin Units
Section 4 - Capacity\History of the Applicant
14. In the last five years, has your agency received a CDBG award of which all or a portion has
reverted to the City due to non~expenditure of funds? If so, please explain.
15. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all
federal, state and local laws, rules and regulations including any CDBG and/or HOME funded
projects? Yes No . If "Noll or the matter is currently in litigation please give the
name of the case and explain the basis of the case.
,
16. If the applicant has not received CDBG funds in the last three years, please provide
evidence of your organization's capacity, financial skills, commitment and/or experience to
implement the proposed program or service within the established timetable and budget.
Due January 25, 2006 by 12:00 noon No Exceptions
Community & Economic Development
410 East Washington Street, Iowa City, IA 52240
(319) 356~5230
FY07 Public Service Project Application 4
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CITY OF IOWA CITY
FY2007 CDBG/HOME .... FUNDING REQUEST
Public Facility, Planning, ... Other Projects
, ,
Prior to submitting your FYO? CDBG/HOME Application, please make sure that you have
done the following:
o Completed Application. Should you have any questions while completing the
application contact Community & Economic Development staff at 319.356.5230 or
by emaH at steVß-loI19@iovva-city.org.
o Sign the application in blue ink.
o Submit the original application to the City of Iowa City, Community & Economic
Development Division. The application may not be longer than 10 pages, must by
typed (10 point font or larger), and must be single sided.
o Have your application and related materials delivered to:
City of Iowa City
Community & Economic Development
410 E. Washington Street
Iowa City, IA 52240
o Be sure to send your application by certified or registered mail; overnight deliver
service i.e. Federal Express; or deliver in person and have the application date/time
stamped by a Planning & Community Development representative.
o Applications are due to the City of Iowa City, Community & Economic Development
Department on Wednesday, January 25 by noon. NO EXCEPTIONS!
Please remember that only one project proposal may be submitted on each application
form. Please use separate application forms for each project proposal.
'^' .,~ .~, "'''''' ': ,¡¡'" "",.~'" ,.," '~d¿':'W'''' ,"~",","n"@'M ="
City of Iowa City FY2007 Funding Request
Public Facility, Planning a. Other Projects
1. Name of Project:
2. Total Amount of CDBG Funds Requested: $
3. Name and address of applicant/organization:
Signature:
4. Contact Person:
Phone Number:
Fax Number:
Email Address:
5. Location of proposed project:
6. Did you attend the Applicant Workshop? ,
December 20, 2005 January 11, 2006
If yes, please circle the date attended.
7. Brief summary of the proposed project (please limit response to a paragraph).
"
Section 1 - Needl Priority
8. Please specify ~he ooe Jnost ëUm!jcaþle Q.t'jor;ty r¡eec! and priority need level, as shown in CITY STEPS
2006~2010, Section IV. Strategic Plan.
Priority Need
Priority Need Level (High, Medium or Low)
9. Tell us why this project is needed (include information from studies\research or other supporting
documentation) and how it fills a gap in the community as outlined in CITY STEPS. Also, indicate how
the project partners with existing services/facilities.
FY07 Public Facility, Planning or Other
1
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Section 2 -- Resources &. Feasibility
10. Please provide a budget breakdown for your specific project. Complete the various categories
appropriate for your project. Use categories such as property acquisition, architectural expenses,
construction costs, material and administrative costs, etc. for construction/rehabilitation projects. The
budget breakdown should only include those costs directly related to the project. If a
construction project, provide the total estimated costs of the project, but do not include operational
expenses or expenses not directly related to the construction project. Under status, indicate if funds
are anticipated or committed for each source of funds. If anticipated, include the date the funds will be
available if awarded funding.
Please include the cost of an audit for any organization that expects to receive over $500,000 from all
federal sources. Also, bUdget for the other items under Budget Considerations in the FY07 Applicant
Guide.
Include onl
Expense Category
(e.g. salaries,
acquisition, rehab)
If possible, please
prioritize the
bud et
Document Costs Whenever Possible
A construction estimate is strongly encouraged for all rehabilitation or new construction
projects. PLEASE NOTE: The Housing and Community Development Commission may request a
ccœI of our overall a en bud et.
Budget Breakdown
those costs directl related to the .2!"0 ·ect.
Type
Status
CDBG
Funds
List Source of
Other Funds Other Funds
In·
Kind Cash
Antic.
Date Comm.
Please place an '~" in box that applies:
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
;-
Volunteer Contribution
Total from C uestion #11
-
Total $
FY07 Public Facility, Planning or Other
2
- '''''''''' ~""""·'''·0:E'··^''d··,",'''''''''')('':'''u,,,,,
Amount of private\agency\other funds
Amount of CDBG funds
$.
$.
$.
(a)
(b)
(c) (a +b)
Total Project Funding
Number of persons assisted
(d) (see question 18)
Total cost per person
Total COBG Cost Per Person
$.
(e) (c+d)
(f) (b + d)
11. If volunteers are used please describe how these volunteers are utilized for the proposed
activity and estimate the amount of volunteer time and value dedicated to the identified
tasks.
Unskilled labor hours x $10 per hour == $
Skilled labor C ) hours x$. per hour == $
Skilled labor C ) hours x$. per hour == $
Total $
12. Does the proposed project pay full property taxes? Yes No
If yes, what is the estimated value of taxes generated from this Project? $
If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes or a reduced
tax rate?
Yes No If "yes", what is the percent of full taxes paid? % and amount paid
$.
13. Briefly outline the proposed timetable for the commitment and expenditure of the funding
being requested (include other project factors such as rezoning, construction schedule, or
application(s) for other funding). Please Note: Iffunded, this schedule will be used for
any project agreement for the use of COSG funding.
Date:
July 1, 2006
Description of Activity :
Beginning of City Fiscal Year and Project Start Date
" ,
FY07 Public Facility, Planning or Other
3
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Section 3 - Impact\Benefit to the Community
14. Please indicate the population to be served by the proposed project according to the income categories
shown in the Applicant Guide. (Please Note: If this appllœtlon Is funded, the lnformatlon In thls
table will be used as lncøme targeting for the CDSG Agrssment).
Number between 0 ~ 30% median income persons (a)
Number between 31- 50% median income persons (b)
Number between 51- 80% median income persons (c)
Number between 80 - 100% median income persons (d)
Number over 100% median income persons (e)
Total , persons (I)
Percent LMI % (a + b + c) ..¡.. f}
.
Percent Iowa City Residents , %
15. Please circle the one main objective, outcome, and output indicator for the proposed project
(see applicant guide). Second, provide specific project indicators in the narrative (i.e.
number of units to be rehabilitated, number of households assisted, number of units
constructed, etc.)
Objective: Suitable Living Decent Affordable Creating Economic
Environment Housin 0 ortunities
Outcome: Availability/Accessibility Affordability Sustainability
Output .
Indicator: Persons Households Housin Units
,
16. On the attached map, indicate the location of the proposed project.
FY07 Public Facility, Planning or Other
4
Section 4 - Capacity\History of the Applicant
17. Please list amount of CDBG funds received within the last three City fiscal years and the status
of the project(s) undertaken. (City fiscal year July 1 to June 30)
Amount
Fiscal Year Funds Budgeted Expended Date Project
Recv'd Amount (as of 12/31/05) Com leted
FY04 (July 2003 ~ June 2004)
FY05 (July 2004 ~ June 2005)
FY06 (July 2005 ~ June 2006)
18. Is the applicant (incfuding partners[ co-applicants/ etc.) currently in compliance with all
federal/ state and local laws, rules and regulations including any CDBG and/or HOME funded
projects? Yes. No . If "No" or the matter is currently in litigation please give the
name of the case and explain the basis of the case.
19. If the applicant has not received CDBG funds in the last three years, please provide
evidence of your organization's capacity/ financial skills/ commitment and/or experience to
undertake and complete the proposed project within the established timetable and budget.
, n
Due January 25, 2006 by 12:00 noon No Exceptions
Community & Economic Development
410 East Washington Street, Iowa City, IA 52240
(319) 356~5230
FY07 Public Facility, Planning or Other 5
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CITY OF IOWA CITY
FY2007 CDBG/HOME - FUNDING REQUEST
Housing
Prior to submitting your FY07 CDBG/HOME Application please make sure that you have
done the following:
o Completed Application. Should you have any questions while completing the
application contact Community & Economic Development staff at 319.356.5230 or
by email at steve-Iong@iowa-city.org.
o Submit the original application to the City of Iowa City, Community & Economic
Development Division. The application may not be longer than 13 pages (17 pages
including the 20-Year proforma), must be typed (10 point font or larger), and must
be single sided.
o Rental housing projects MUST complete and submit the proforma (excel format)
provided by the City with this application.
o Sign application in blue ink.
.
o Have your application and related materials delivered to:
City of Iowa City
Community & Economic Development
410 E. Washington Street
Iowa City, IA 52240
o Be sure to send your application by certified or registered mail; overnight deliver
service i.e. Federal Express; or deliver in person and have the application date/time
stamped by a Planning & Community Development representative.
o Applications are due to the City of Iowa City, Community & Economic Development
Department on Wednesday, January 25, 2006 by noon, NO EXCEPTZONSf
Please remember that only one project proposal may be submitted on each application
form. Please use separate application forms for each project proposal.
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City of Iowa City FY2007 Funding Request
Housing Projects
Project Name:
¡;
Type of Project (circle one): HQmeoll'{,ners..h.iR Rental TenanJ.ßf15.flç Rent Asst. Rehabilitation
General Information
1. Lead Applicant Name:
Signature:
Applicant Address:
Contact Person:
Title:
Phone Number:
Fax Number:
"
"
E-mail Address:
Federal Tax Identification Number:
2. Secondary Applicant (if applicable):
Signature:
Applicant Address:
Contact Person:
Title:
, ,
,
Phone Number:
Fax Number:
E~mail Address:
H'
3. Type of Applicant (check one):
Community Housing Development Organization
Private non~profit organization
Private for~profjt, individual or partnership applicant
Public Organization
4. Amount of Funds Requested: $
, ,
5. Did you attend the applicant workshop? If yes, please circle the date attended.
December 20, 2005 January 11, 2006
FY07 Housing Application 1
- __~~~~~'___"",,,,'M"'"" '0isiÄ~"'M """"""""W"',, ,""!)i'a",,, """"""""'f¡("'^Y'''''V'' i"Y''''''',
6. Provide a description of the proposed project. Describe in detail the type of project
including total number of units and number of units assisted with public funds.
Section 1 - Need/Priority
7. Tell us why this project is needed (include information from CITY STEPS, the Maxfield
.
Housing Market Analysis, "Assessing Iowa's Housing Needs" (August 2003) by Professor
Heather McDonald and/or other market studies that identities the need for this type of
housing in Iowa City) and how it will till a gap in the City's housing market.
H
1\
8. Please specify th~ o.ne t:Jlpst aj,2Qlica.ble prioritY. neeq and priority need level, as shown in CITY
STEPS 2006~2010, Section IV. Strategic Plan.
,
Priority Need Level (High, Medium or Low)
Priority Need
Section 2 - Leveraging Resources/Budget
9. Please provide terms:
Loan AffordabiJity
Amount Interest Rate Amorit. Years Period Years
For~Profit $ Prime minus 2 ts
Non~Profit $ 0%
Community Land $ GRANT NA
Trust
FY07 Housing Application
2
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10. a. Please complete the table below showing the types and amounts of funding being
requested for the proposed project. Please check the appropriate box if the funding
source is anticipated or committed. If anticipated, include the date the funding would
be available if awarded. .
Funding Source&. Type of Funds: Amount of Anticipated Committed
Fundin (Date)
Iowa Cl!Y. CDBG or HOME Fundi'!9Jpyblic A.
State of Iowa HOME or CDBG j:tublic
Iowa Finance Authori~ IFA ~ non UHTC U!,ublic
Cl!Y. of Iowa Ci~- Tax Increment Financi'!L Qublic
City of Iowa City~ Tax Abatement or Exemption $
L.Å“.ublic
IFA - Low Income Housin Tax Credits (Q.ublic $
Other Public Resources Qlease list : $
$
A licant Contribution of Ec ~ivate $
$
Private Lender FinancinJl :m-ivate
$
Private Foundation s Æ'ivate
Volunteer Labor and/or In~kind Donations $
_(Q.rivate $
Other Private Resources mease list :
$
$
Number of bedrooms
Number of publicly-assisted bedrooms
Persons assisted (# of bedrooms x 1.5)
Requested public subsidy per bedroom
Total cost per bedroom
Total Public Cost Per Person
Total Cost Per Person
Amount of Private Funds: $
Amount of Public Funds $
Total Project Funding $
$
$
$
$
$
$
$
(a)
(b)
(c) a + b
(d)
(e)
(f)
(g) b + d
(h) c + d
(g) b + f
(g) c + f
Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must
appraise to value by an independent third party appraiser. If the project costs exceed the
appraised value; the applicant/owner must repay the City the difference between the appraised
value and the total project cost, up to 100% of the City's contribution.
10 b. If volunteers are used please describe how these volunteers are utilized for the
proposed activity and estimate the amqunt of volunteer time and value dedicated to the
identified tasks.
Unskilled labor
Skilled labor r..
Skilled labor r..
hours
hours
hours
x $10 per hour = $.
x $. per hour = $.
x $. per hour = $.
)
)
FY07 Housing Application
3
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Skilled labor C
)
hours x $. per hour =
Total (include in 1.0 a.)
$.
$.
11. Please provide the uses of funds for the project. Indicate if third party documentation is
available.
Third Party
Uses of Funds Amount. Documentation
Land ACQuisition $ Yes No
ArchitegLEn ineerin Fees $ Yes No
Construction $ Yes No
Developer Fees $ Yes No
A raisal 1. Yes No
Reserves Yes No
Lender Fees Yes No
Other Å“Jease ~ecifv':
1. Yes No
Yes No
Yes No
Yes No
Yes No
TOTAL $
12. Does the proposed project pay full property taxes? Yes No
If yes, what is the estimated value of taxes generated from this Project? $,
If property taxes are not fully paid, does the proposed project make a Payment In Lieu Of Taxes or
pay at a reduced rate?
No Yes . If "yes", what is the percent of full taxes paid? %
and amount paid $ .
13. If partial funds are awarded, will the project/program continue? Yes No
If yes, at what level?
.
" ,
14. Program regulations require a 25% match for HOME funding. Describe how your
organization or the proposed project will help the City of Iowa City meet this match
requirement for local HOME funds.
FY07 Housing Application
4
~~~~"
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Local HOME funds requested: !þ-
x .25 = !þ-
Local Match
Section 3 - Feasibility
15. Briefly outline the proposed timetable for the commitment and expenditure of the funding
being requested (include other project factors such as rezoning, construction schedule, or
application(s) for other funding). Please Note: If funded, thi$ schedule will be used
for any project agreement for the use of CDBG\HOME funding.
Pitt
July 1, 2006
.pegriJaimJ 9J)'~bå.t!
Beginning of City Fiscal Year and Project Start Date
,;, J)
"
16. Briefly describe the project goals for providing or assisting in the preservation or expansion
of affordable housing in Iowa City, and how the project will benefit the targeted income
group (e.g. goal of providing rental housing to lower income persons without use of
Section 8 rental assistance or level of subsidized rent compared to market rates).
,
,
,
17. To help promote the efficient use of federal, state and local funding please describe how
- " -
the project will maintain long-term (in excess of CDBG\HOME program requirements) or
FY07 Housing Application
5
, _, _________,~.."_..___.__,~_~ _="", 'm_ ,
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permanent affordability; and, show how the project will provide for affordable housing at
rental rates lower than those in the existing rental market.
"
" ,
,
Note to HCDC: Review attached Proforma as part of the Feasibility Section.
Section 4 - Impact/Benefit to the Community
18. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of
housing types and mix of all income levels. Please describe the target population this
project is to serve, the current level of low~moderate income households in the Census
Tract\Block Group and how the project will promote diversity within the neighborhood.
"
, : ,
19. On the map provided, please show the location of the proposed project.
20. Also, please indicate the number of persons or households that will be served by the
proposed project by income category. (Please Note: If this application is funded, the
information in this table will be used as income targeting for the CDBG\HOME
Agreement).
Number between 0 ~ 30% median income households (a)
Number between 31- 50% median income households (b)
Number beween 51- 60% median income households (c)
FY07 Housing Application 6
_________m___~
~,-" "~~ ',,, - - ,"---" ,,,. ")--c~
Number between 61 ~ 80% median income
households (d)
households (e)
households {f}
households (g)
(a + b + c + d) +- 9
Number between 80 ~ 100% median income
Number over 100% median income
Total
Percent LMI
21. Please circle the one main objective, outcome, and output indicator for the proposed
project. Second, provide specific project indicators in the narrative (i.e. number of units to
be rehabilitated, number of households assisted, number of units constructed, etc.)
Objective: Suitable Living Decent Affordable Creating Economic
Environment Housin o :>Dortunities
Outcome: Availability/Accessibility Affordability Sustai nability
Output
Indicator: Persons Households Housin Units
,
Section 5 - Capacity ¡History of the Applicant
22. Please list amount of CDBG and/or HOME funds received within the last four City fiscal
years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30)
Fiscal Year Funds Recv'd
Budgeted
Amount
Amount
Expended
(as of 12/31/05)
Date All Units
Completed
FY03 (July 2002 - June 2003) $.. " , $..
FY04 (July 2003 ~ June 2004) $.. $..
FY05 (July 2004 ~ June 2005) $.. '" $..
FY06 (July 2005 ~ June 2006)* $.. , " , $..
*Six months remaining in FY06 at time of this application.
23. Is the applicant (including partners, co~applicants, etc.) currently in compliance with all
federal, state and local laws, rules and regulations, including any CDBG and/or HOME
funded projects? Yes , No. If "NOli or a matter is currently in litigation please
give the name of the case and explain the basis for the case.
1
FY07 Housing Application
7
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"
24. If the applicant has not received HOME/CDBG funds in the past three years/ please provide
evidence of your organization's capacity/ financial skills/ commitment and/or experience to
undertake and complete the proposed project within the established timetable and budget.
"
25. Please describe your organizations structure, officers and staff, as it relates to the overhead
cost for this project.
, ,
)"
"
Due January 25, 2006 by 12:00 noon No Exceptions
Community & Economic Development
410 East Washington Streett Iowa City/ IA 52240
(319) 356-5230
FY07 Housing Application
8
.
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PROFO~SPREADSHEET
Instructions for Completing This Attachment
The Housing Application, as in the past, requires the developers of rental housing projects to complete and
submit a proforma for the project being proposed. The purpose of this proforma is to help the Housing and Community
Development Commission (HCDC) and staff to make informed decisions on the allocation ofIocal HOME Investment
Partnership and/or Community Development Block Grant funding.
All applicants for rental housing are required to complete the attached proforma. This form will provide HCDC with
the needed information in a format that is uniform among all applicants. The following are instructions for completing
this form and some basic "rules of thumb" for your consideration. This form allows for up to 20 years of information.
If you have any questions about the form or need technical assistance please call Community Development staff at 356-
5230. ***Fields shown in "grey" are for number entry when usine; the excel spreadsheet***
Revenues [After YR I a rent escalator of2% is calculated in the spreadsheet which is consistent with the Fair Market
Rent (FMR) increases for Iowa City}
Line I
Gross Rent: Is the total amount of rent generated from the housing units, based on
proposed rent levels (proposed rents may be less than FMRs but cannot exceed FMRs).
Other Income: Include laundry income, application or pet fees, and interest income.
Tenant Contributions: Include other payments such as rent for parking or storage space.
Gross Income: Is the sum of Lines I through 3.
Vacancy Loss: Line I multiplied by 5%.
Effective Gross Income: Line 4 minus Line 5.
Line 2
Line 3
Line 4
Line 5
Line 6
. .Q.perating Expenses [An inflation escalator of3% is calculated in the spreadsheet}
Line 7 Operating Expenses: Estimated insurance expense (estimate from an agent).
Line 8 Operating Expenses: Repairs and Replacements ($230 - $390 per unit depending on building age).
Line 9 Operating Expenses: Management Fee (usually 5 - 7% of Gross Rent).
Line 10 Operating Expenses: Property Taxes (estimate may be obtained from the City Assessor's Office).
Line 11 Operating Expenses: Miscellaneous Expenses (legal, accounting, advertising, water\sewer, etc.).
Line 12 Operating Expenses: Reserves (generally no more than 2-3% of gross rent).
Line 13 Total Operating Expenses: Is the sum of Lines 7 through 12.
Net Operatin2 Income
Line 14 Net Operating Income: Is Line 6 minus Line 13.
Debt Service [list mortgage ill!Yffients for principal and interest only]
Line 15 Debt Service for I st Mortgage.
Line 16 Debt Service for 2nd Mortgage(s) (include the total payments for all junior mortgages on this line).
Line 17 Total Debt Service: Is the sum of Lines 15 and 16 (should not be less than 87% of Line 14).
Cash Flow A vaiIable for Distribution
Line 18 Cash Flow: Equals Line 14 minus Line 17.
.
Equity Investment
Line 18B is the amount of funds being invested in the project by the project developer\sponsor. This does not
include the equity raised through the sale of Low Income Housing Tax Credits as they are accounted for on Line 33.
Cash on Cash Return on Investment (shows return to developer or investors on their equity contribution
before taxes or tax credits are included]
Line 19 Cash on Cash ROI: Equals Line 18 divided by equity investment as shown on the application.
·._~,
@....~., ",·,··,··············";¡¡"i/dù;,,·,,,·;.
PAGE 2 PROFORMA INSTRUCTIONS CONTINUED
Determinin2 Taxes
Line 20 Cash Flow: Carry over the figure from Line 18.
Line 21 Depreciation Expenses: Annual depreciation of property (27.5 year straight-line schedule).
Line 22 Amortization of Fees: Annual amortization of project fees (lS~year straight-line schedule).
Line 23 Principal Payments: Calculate the amount of principal paid on all loans for each year.
Line 24 Reserves: Carry over the figure ftom Line 12.
Earnin2s (Loss) Before Taxes
Line 2S Earnings Before Tax: Equals (Line 20 minus Lines 21 and 22) plus Lines 23 and 24.
Taxes
Line 26 Tax Rate: Use a 35% tax rate on for-profit organizations and non~profits use 0%.
Line 27 Taxes Incurred (Saved): Equals Line 25 multiplied by Line 26.
Cash Flow After- Tax
it
.
Line 28 Cash Flow: Carry over figure ftom Line 20.
Line 29 Taxes Incurred (Saved): Carry over figure from Line 27.
Line 30 Cash Flow After-tax: Equals Line 28 minus Line 29.
Total Benefit Analysis
Line 31 Cash Flow After-tax: Carry over figure from Line 30.
Line 32 Rehabilitation Tax Credits: Calculate full value of rehab tax credits.
Line 33 Low Income Housing Tax Credits: Calculate full value ofLIHTC annually for each of the 1st 10
years.
Line 34 Net Sale Proceeds: In year 20, calculate the estimated future market value of the property by taking
the total cost of the project as presented in this application and compound it by 2% for each year.
Place this amount on line 34.
Line 35 Net Cash Flow After-tax: Equals the sum of Lines 31 through 34.
Line 36 Return on Investment: Equals the Net Cash Flow After Tax divided by the Equity Investment.
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,
oj'
DATE:
November 10, 2005
City Council
TO:
FROM:
,
Steven Nasby, Community and Economic Development Coordinator
11
RE:
c--p
CDBG and\or HOME Funded Housing - Location Considerations
On October 17 the Scattered Site Housing Task Force (SSHTF) presented their final report
to the City Council. At this meeting a request was made by Matt Hayek, representing the
Housing and Community Development Commission (HCDC), which the City Council provides
guidance regarding the allocation of FY07 Community Development Block Grant (CDBG)
and\or HOME Investment Partnerships Program funding by December 1.
To aid with this discussion the following are the two most recent CDBG\HOME funding cycle
guidelines and the SSHTF recommendation.
Scattered Site Housing Task Force
SSHTF provided a 'Fair Share' matrix and map (see attached); however, this
recommendation also stated that using this tool in distributing assisted housing must be
accompanied with financial resources in addition to CDBG and HOME funds so that a
reduction in the supply of assisted housing does not occur. As such, if no additional
funds are provided the SSHTF did not recommend this method of distribution, which
would leave all areas of the community open to additional assisted housing.
FY06 CDBG\tiOME Agpllçation Cycle
"To encoL/rage the distribution of housing and residential faCIlities (e.g. permanent hOL/sing
- rental and homeownership, transitional housing, homeless shelters, and special needs
housing), HCDC and the City Council will consider potential impads on elementary school
distrids. "
In practice, the FYOG projects that identified a location or locations within the application
were reviewed by HCDC and the City Council at the time of the approval of the Annual
Action Plan (May 2005). Projects that did not identify a location(s) are subject on a case~
by~case review by the City Council prior to the City entering into a CDBG or HOME
Agreement.
FY05 CDBG\HOME A2pl!cation Çycle
"To encoL/rage the distribution of hOL/sing or residential facilities (e.g, permanent hOL/sing -
rental and homeownership, transitional hOL/sing, homeless shelters, and special needs
housing), HCDC and the City COL/ncil wi'll consider potential impads on elementary school
districts, Attached, as Appendix B, is a listing of the low~moderate income rates of the
ICCSD by building. Housing projeds that propose a location or locations within elementary
school districts that are over the ICCSD average of 20% low-moderate income students may
be denied for funding or other support by HCDC or the City COL/ncil. "
n_n_n__ ___n__~__ __
..- -. ,,,n '~,~.'- """ ~ }",,,"" ""i1h~-.-Ú'f'"'^~'_"N '-',ü'%-'-" "''''''''
,
~
November 10,2005
Page 2
This policy provided a specific basis for the location criteria and· lead to HCDC and City
Council review of projects on an individual basis. The projects were reviewed either at the
time of application or later within the fiscal year upon the identification of real property by
the applicant.
The HCDC will be finalizing the FY07 CDBG and HOME application materials on November
17. To assist them with the development of these documents a clear direction, if any is to
be given, as to the location of assisted housing is necessary. We anticipate that the FY07
CDBG\HOME funding round will begin with the availability of applications on December 5.
If the location of CDBG\HOME funded housing is a matter the Council wishes to address, the
following are three possible options for consideration.
1. No location criteria for publicly assisted housing.
· Publicly funded housing could be acquired, rehabilitated or constructed in any
part of the community (subject to applicable zoning and building codes).
2. Use of the SSHTF "Fair Share" map and matrix with additional city funding.
· Assisted housing would be encouraged (though City support and\or funding)
within the areas of the community identified as "underserved" by the SSHTF.
This option would also include the allocation of additional funds (outside of
CDBG\HOME) to off~set actual increased costs of locating housing in these
areas.
3. Use of the SSHTF "Fair Share" map and matrix without additional City funding.
· Assisted housing would be encouraged (though City support and\or funding)
within the areas of the community identified as "underserved" by the SSHTF.
No additional City funds would be provided to these projects to off~set
increase costs of locating housing in these areas. This option may reduce
the number of assisted housing units that are produced through acquisition,
redevelopment or construction.
4. Case~by~case review of projects by the City Council.
· This is a continuation of the existing policy regarding CDBG\HOME funded
projects.
If you have any questions or need additional information please contact me at 356~5248 or
via e~mail at Steven~Nasby@iowa~city.org.
Attachment
Cc: HCDC
City Manager
Karin Franklin, Director of Planning & Community Development
"'"
#
in Each C1\BG
TABLE 2
Fair Share Assisted Housing Units Based on Percentage of All Housing
All Assisted Units (Owner and Renter)
Column 9"
Column 8
Column 7
Column 6
Column 5
Column 4
Column 3
Column 2
Column 1
r
F*~Sha..
of
Units In c
0.39%
3.43%
13.94%
0.00%
0.71%
0.49%
3.57%
1.48%
3.50%
0.79%
1.76%
1.71%
2.14%
12.18%
2.66%
1.41%
2.76%
0.90%
5.89%
4.61%
0.86%
2.34%
4.61%
10.71%
0.00%
13.85%
0.22%
0.00%
0.00%
0.00%
8.16%
4.44%
Humbør of
Units
<4
38
392
o
21
9
30
14
14
4
13
9
6
90
28
10
16
15
81
21
3
13
102
162
o
104
1
o
o
o
76
-
1276
pereent of All HOU$lng
Unltslnl :
3.56' .
3.85'
9.79'
0.01'
10.2f
6.33'
2.93'
3.29'
1.39'
1.75'
2.57'
1.63'
0.98'
2.57'
3.66'
2.47'
2.02'
5.83'
4.78'
1.59'
1.21
1.93
7.70'
5.26
0.05'
2.61'
1.60'
2.73'
0.02'
2.18'
3.24'
100.'
Total Númber of
. HOU$I!!9 Units
1023.
1108
2813
4
2945
1819
841
947
400
504
740
526
281
739
1053
711
580
1675
1375
456
348
556
2214
1512
14
751
460
786
5
627
931
28744
2000-2004 Bldg
pennltsJ# of units
88
90
486
o
293
1
8
18
2
5
59
3
o
26
144
2
8
13
3
1
2
11
420
123
o
139
30
2
o
o
618
2661
2000 Consus
All H~lInlts
935
1018
2327
4
2652
1812
833
929
398
499
681
523
281
113
909
709
572
1602
1372
455
346
545
1794
1389
14
612
430
784
5
627
313
26083
Census Slock
Tract GroUì
1 1
1 2
4 1
5 1
5 2
6 1
11 1
11 2
12 1
12 2
13 1
13 2
14 1
14 2
14 3
15 1
15 2
16 1
16 2
17 1
17 2
17 3
is 1
113 2
21 1
21 2
23 1
23 2
23 3
104 4
105 1
Iowa City Totals
'A$Sisted" units
. TM'ØVer\Under' Fair Share in column 9 i$ det~rmined .1>yti1e datainc:(!1umn$ 6 and 8. If the percentage in column 8is Qleater than the .gein
is 'øver'1ts Fair Share and if the percentage in colUmn 8 is less than the perçen!age in column 6 the census block gl'QUp is 'Under' lis Fair Share and is lacking
U/lÎt$.
8}
(a.lI:.a.
HoI.Isng Choice V,
indude
housing units that received public funds. This does not
and
include rental
Note:
ß then the census bIock!JII'IíP
. housing niIies.
.-----.-~.-~-.--.----.-----.~.-.-~._-- '~'~~~,. --,"""" ' -~~
Compeer Advisory
Board Members:
November 7, 2005
Jo Bowers
Housing and Community Development Division
410 E Washington Street
Iowa City, Iowa 52240
Carol Caldwell
Joyce Carman
Dear Housing and Community Development Commission:
Simon Chan
Kit Dinneen Crane
The Compeer Program is requesting an addition $300 to bring our FY06 CDBG
allocation to 100% of our originally requested $1,300. This additional funding will
be used to help cover the Compeer Director's salary.
Amy Crist
Lolly Eggers
We have recently hired a new director. Karen Ganiard will be working quarter time or
40 hours per month at $12.50 per hour. This additional funding will supplement our
fundraising to cover her salary. It is the Compeer Board's hope to eventually bring
this position back to halftime.
Bruce Fischer
Bev Haigh
Thank you for your consideration.
Pat Kelley
Sincerely,
Pat Krell
,
Jennifer Kruse
Sherri Zastrow
Compeer, Board of Directors
Carol Spaziani
Margalea Warner
Sherri Zastrow
Karen Ganiard,
Compeer Director
Address: 507 E College Street, Iowa City, IA 52240 Phone: 319-338~ 7884
E-mail: compeerprogram@yahoo.com Website: www.compeerjohnsoncountyiowa.org
~"""
,.. . " """ '"",,"', ""',",~"'d"" v,'. ,",""," '~V¡ 'V',"_
COM1'E£~
Document Costs Whenever Possible
PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency
budset.
Budget Breakdown
Include onl those costs directl related to the
Expense Category
(e.g. salaries,
acquisition, rehab)
If possible, please
rioritize the bud et
Type Status
CDBG
Funds
Other Funds
list Source of
Other Funds
In- Cas
Kind Antic. Comm.
Please place an "X" in box that applies:
Compeer Director
Salary and Benefit
(Director is J4 time
employee)
Additional
request
$300
$4,900
$1,000 from
original CDBG
funding +
Fund Raising~
Direct mail and
concert event
x
x
Total
$
$
$
$
$
$
$
$
$
$
$
$1,300
$
$
$
$
$
$
$
$
$
$
$
$3,900
Amount of prjvate\agency\other funds\
Original $1000 CDBG grant
Amount of CDBG funds
$ 4,900
$ 300
-
(a)
(b)
Total Project Funding
b)
$ 5,200
II
(c) (a +
Number of persons assisted
question 18)
43
(d) (see
Total cost per person
d)
$121
-
(e) (c ...
Total CDBG Cost Per Person
d)
$ 30
-
(f) (b ...
.--
"
To: Traci Hightshoe
Community Development
City ofIowa City
11/1/05
From: Thomas Walz, Director
Extend the Dream Foundation
Re: Availability of Additional Public Service Funds
In our original CDBG proposal we requested $5000 ftom the public service fund
category. The funds requested were intended to be used to deftay the new matching
fund requirement for a VISTA volunteer (whose subsistence costs amount to $10,000 for
a year). VISTA now requires that programs such as ours pay the subsistence costs of a
full time volunteer for every volunteer they provide at VISTA expense. We currently
have such a VISTA provided volunteer on board.
As you are aware the Extend the Dream Foundation continues to operate on a total
volunteer commitment. With the new Ecommerce initiative and building purchase at F
Street our volunteer resources are severely challenged. The need for a full time VISTA
is critical, especially since our one remaining VISTA is due to complete his service in
April, 2006.
As stated in our proposal, the $5000 we requested ftom Public Service Funds was to be
matched by $5000 ftom River Run (a student sponsored race that adopted our program as
its service beneficiary). We have been notified that we will shortly receive the $5000
:&om River Run. The subsistence cost of a VISTA is approximately $10,000. Since we
were awarded $1000 of public service funds earlier, our short fall amounts to $4,000.
We are requesting that the remaining $4,000 cut :&om our original grant request be
restored :&om the available public service funds so we may proceed with hiring a new
VISTA volunteer or it's America~Corps equivalent.
We have recently submitted both a third quarter report and an annual report (7/04-
6/31/05) to the CBDG staff. These reports document the progress being made by
programs that have received previous CDBG support. The Ecommerce project and the F
Street building have been "on time" and "on track" with all stated goals and objectives.
Support of this request will allow us to maintain the record of growth and stability we
hav em nstrated over these past five years.
you for considering this request.
a , Executlv
oJ- ~
Allan Young, irp son, EDF Board of Directors
..~ ............ ::::1' '~M"M =a~+
fJ
~ .~ CV"v't
Document Costs Whenever Possible
~
PLEASE NOTE: The Houein and Commun Deveio ment CommiS$ion m uest a of our overall nc bud et.
Budget Breakdown
(Include on those coste direc related to the rOject)
Expense Category Type Status
(e.g. ss/aries,
acquisition, rehab) CDSO list Source of
If pouible, please In- Cas
Funds Other Funds Other Funds Kind Antic. . Comma
prioritize the bud et
.
Please place an "X" in box that applies:
/J( ~iu.1) $ $
.
Jlis $ 00 $ 15 t:MrJC Jib.;~b^-
,
$ $ * $f'tJ
$ $ ~C~, t;; ~
$ $ ¡I'
o~
$ $
$ $
$ $
$ $
$ $
..¡..
. $ $
$ $
Total $ .bfl>DO $ So fð 1) ~
..I.
Amount of private\agency\other funds $ '!:fOD (a)
ii
Amount of CDBG funds $ , '!14:J ð ~" (b)
I, I , I,
Total Project Funding
$, /D CO Q".
Total CDSO Cost Per Person
-~, ~~p/~~
I
$ .,~
(c) (a + b)
_ ~u,,,t';';fI:.il~(~
!\d) (see question 18) ~
(e) (c'" d)
Number of persons assisted
.f ,$ /.
V,'},A Wø~ wø<LCc 56··4,0
Total cost per person
(1) (b ... d)
Jh~;,'tr""lf'",,~Q ¡h",
~'-'- .
¿¡¡;;t:: s..-.
.
.
12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and
estimate the amount of volunteer time and value dedicated to the identified tasks.
. Unskilled labor hours x $10 per hour :: $
,
Skilled labor ( ) hours x$ per hour :: $
, . .¡
, . '. ..... .
FY06 Non-Housina Aoolication
4
oodCdbalfvQ6,doc
IOWA CITY
FREE MEDICAL
CLINIC
PO Box 1170
Iowa City IA 52244-1170
120 North Dubuque St.
319-337-4459
FAX: 319-341·0054
."
. ''''
November 4,2005
Tracy Hightshoe, Associate Planner
Community &. Economic Development Division
410 E. Washington
Iowa City, IA 52240
Dear members ofHCDC:
Please consider funding Iowa City Free Medical Clinic's Case Management
program with an additional $5,000.
In our original FY 06 application we requested $10,000 to fund our Case
Management program, based on the knowledge that $10,000 was all that was
available for grants in the Public Service category, and were awarded $5,000.
In our FY 06 budget $41,200 is needed to fund salaries and benefits for the Case
Manager position. Funds from other line items have been shifted to meet the
shortfall.
This additional $5,000 requested would restore funding to other necessary budget
lines, (i.e. medications and medical supplies).
Thank you for your consideration in this matter and for the opportunity to request
additional funding.
Sincerely,
Sandy Pic , Co~ Director
/F
,Þ:
.ÔX0Yb
;/" "''''
" ';.
f ; .;
f0!0\h'4å\\Wi%\'t%\;;
,
_nn______ __
.
11. Please provide a budget breakdown for your specific project. Complete the various categories
appropriate for your project. Use general categories such as salaries, office expense and other
administrative expenses for operational funding. Use categories such as property acquisition,
architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab
projects. The budget breakdown should only include those costs directly related to the project.
For example, if the project is the addition of one staff person, the budget should include only the
estimated cost of that position. If a construction project, provide the total estimated costs of the project,
but do not include operational expenses or expenses not directly related to the construction project.
Please include the cost of an audit for any organization that expects to receive over $500,000 from all
federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient
Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-
kind or cash, and check if the funds are anticipated or committed.
Document Costs Whenever Possible
PLEASE NOTE: The Housinø and Community Development Commission ma~ request a com' of your overall agency budget
Budget Breakdown
(Include onl those costs directl related to the
.
Expense Category
(e.g. salaries,
acquisition, rehab)
If possible, please
rioritize the bud et
Type Status
list Source of
Other Funds
CDBG
Funds
In~
Kind Cash Antic. Comm.
Other Funds
Please place an "X" in box that applies:
Salaries & Benefits
$10,000
$31,200
Grants & X
donations
X
Medical Supplies $ $5,000 FMC X X
Educational Materials $ $100 FMC X X
Medications $ $400,000 Pharmaceutical X X X X
Companies,
Mercy Hospital &
FMC
Laboratory Tests
$
X
$12,000
University Of X
Iowa Hospitals &
Clinics
Volunteer Support
$
$
$10,000.00
$90,000
$
$538,300.00
X
Total
Amount of private\agency\other funds
$538.300
$10.000
$548.300
360
~1.523
$28
(a)
(b)
Amount of CDBG funds
Total Project Funding
Number of persons assisted
(c) (a + b)
(d) (see question 18)
Total cost per person
(e) (c+ d)
(f) (b + d)
Total CDBG Cost per Person
Iowa City Free Medical Clinic FY 06 COBG Budget
11/8/2005
To: Members of the Housing Community Development Commission
From: Crissy Canganelli, Executive Director Shelter House
Date: November 9, 2005
Re: Request for Funding assistance from CDBG
Please accept this memo as written documentation of a request submitted by Shelter
House for consideration of additional funding from FY06 CDBG monies. In its original
application, Shelter House requested public service funds in the amount of $16,500.
Shelter House was awarded $3,000 in FY06 CDBG funds. As such, Shelter House is
requesting $13,500 in additional FY06 CDBG funds.
Funds are to be utilized for the same purpose as indicated in the original application,
" . . . for purposes of cash match for the Supported Training and Access to Resources
(STAR) Program..." CDBG funds are utilized in conjunction with other local funds to
meet the total cash match obligation of$106,750. This match amount leverages a total of
$426,970 in federal funds for supportive services for the homeless of Johnson County and
an additional $21,348 in administrative funds.
The STAR Program assists persons who are chronically unemployed and homeless in
Johnson County, to achieve their highest level of self~sufficiency though employment.
The STAR Program recognizes barriers to employment and through the resources of the
program works with the participant to decrease these inhibitors, such as, housing, mental
health, substance abuse, vocational and life skills deficits, transportation, childcare,
education and medical needs. Clients have access to the program resources for up to two
years. STAR clients, in collaboration with program staff, acquire and maintain jobs
consistent with their preferences, strengths, and needs. Local agencies provide
supportive services, employability skills training and internships, paid through the
program, in local businesses and community based non-profits. Current internship
placements include but are not limited to the Crisis Center, Old Brick, ICPHA, and
Goodwill. Participants rely on program staff coordination between service providers,
public entities, private businesses, and landlords. STAR case managers and outreach
workers take a hands~on approach to case management and provide the majority of client
direct services unless it is appropriate to subcontract these out. This is fundamental in
developing a strong and necessary rapport with the client. Outreach services are
available at fixed sites (Shelter House, DVIP, and the Wesley Center) and on the streets.
This provides a crucial point of contact for the more service resistant individuals in the
homeless population, in particular individuals who are chronically homeless.
331 North Gilbert Street · P.O. Box 3146 · Iowa City, Iowa 52244-3146 · 319-351-0326
F or the current grant award (September 1, 2005 - August 31, 2006), Shelter House has
received a commitment of $5,000 from Goodwill Industries of Southeast Iowa, $3,000 in
CDBG funds, and $5,000 from City ofIowa City. Where as we are grateful for this
support, there still remains $93,750 to be raised. Of this amount approximately $40,000
is considered unsecured by Shelter House. If awarded, the additional $13,500 in CDBG
monies would go a long way in addressing the shortfall.
If Shelter House is unable to meet the cash match threshold as mandated by HUD, this
community will lose the full amount of the grant award~~$448,318 (the supportive
services and administrative budget combined) in federal funds for men, women, children,
the disabled and elderly who are experiencing homelessness in our community. This loss
will cause a serious loss of supportive services for the homeless of Johnson County, will
create crippling gaps in an existing Continuum of Care which will compromise the
overall strategies and objectives of the CITY STEPS Plan, and ultimately place a
significant burden on other providers and the community at~large.
In addition to these systems issues, Shelter House will be forced to entirely close during
the day; there will be no ability to provide counseling support services to shelter
residents that key component that facilitates clients' transition from homelessness to a
more independent living situation will cease to exist. The shelter will only provide basic
living services opening at 5:00 p.m. only to close at 8:00 a.m. the next morning. The
primary point of contact and coordination for persons experiencing homelessness in
Johnson County will be lost.
Furthermore, all services of the case management program will be lost. The STAR
Program is a fundamental component in the Johnson County Continuum of Care
System a continuum of services allowing individuals to move from emergency shelter
to permanent housing placements. Loss of this program will cause a serious loss of
supportive services for the homeless of Johnson County, will create crippling gaps in an
existing Continuum of Care system which will compromise the overall strategies and
objectives of the CITY STEPS Plan, and will ultimately place a significant burden on
other providers and the community at~large.
I have attached a copy of the FY06 budget for Shelter House and a copy of the program
specific budget as submitted in the original CDBG application (there are no changes to
the budget as a contract has been entered into with HUD). The program is fully
operational as it is a renewal project and continues each year without interruption.
Furthermore, the program is meeting HUD threshold criteria and is surpassing capacity
expectations. Please do not hesitate to contact me either by my office phone at 338 ~5416
ext. 102 or through e~mail at ehpcmc@aol.com with any with any questions that you may
have regarding the STAR Program and the cash match requirement.
- ----------~----"-~~~-,-~-,~,~~''''~._'
Shelter House Community Shelter and Transition Services
Budget FY06
Drafted September 2005
Income Expenses
General Shelter STAR Program
Local FWIfJing Salaries
J olmson County $12,450 Direct Servíce Providers $111,511 $262,718
Iowa City $22,750 Administration $45,699 $17,887
Coralville $2,500 Vacation Benefit· $2,188
United Way $49,250 subtotal salariøs $159.398 $280,605 $440,003
Faith Groups $30,550
subtotal local funding $117,500
FICA
Grants Direct Service Providers $8,698 $20,098
Misc, Grants $10,500 Adrnìnistration $3,496 $1.368
CDBG $5,000 Unemployment
FEMA $11,750 Direct Service Providers $267 $617
Jt State App, $36,000 Administration $107 $42
HUD $448,318 Workers Compensation
subtotal grants $511,568 Direct Servíce Providers $3,331 $7,698
Adrnìnistration $398 $156
Contributions Healtll Insurance
United Way DG $7,250 Direct Service Providers $14,192 $31,659
Individual Gifts $35,000 Administration $5,022 $1,528
Corporate Gifts $7,500 Retirement SH Con1rib, @ 3%
Community Orgs, $7,500 Direct Service Providers $2,543 $7,882
Mail Soliciation $22,500 Administration $1,371 $537
Spring Benefit Event $37,500 sublolal ben~fits $39,425 $71,584 $111,009
Concert(s) $750
Other Events $7,500
Night of Shelter $4,500 Total8alaries & Benefits $551,012
Phone-a-thon $37,500
Overflow DG $5,000 General Shelter STAR Program
Security Deposit DG $2,750 Program ExpellSes
subtotal contributions
$175,250 UtiJities $6,874 $4,063
Garbage Collection/Hauling $3,250
Interest $0 Water and Sewer $6,900
Misc. $0 Telephone $3,090 $9,000
Equipment $1,500
House Vehide $4,500
House Maintenance $3,500 $1,000
Total Income: $804,318 Printin¡1Publicity $5,000
Event Expenditures $7,500
PRlpostage $1,500
Insurance $6,000 $1,500
Household Supplies $7,000
Food $3,500
Client Transportation Fund $1,250
Client Overflow Lodging $1,750
Client Emergencies $1,500
Rent $882
Total Income: $804,318 Audit $3,850
Less Total Expenses: $845.857 Bookkeeping $3,750
Miscellaneous $750
Net: -$41,539 Staff Education $4,500
Staff Travel $3,000
Postage and Office $2,450 $2,250
Dues and Subscriptions $500
John E, Thomas SecuriJylUtiJity Deposit Program $7,500
STAR Sup,R0rtive Bervíces (other than staff)· $185,236
sublolal prQgram øxpenses $91,796 $203,049
Total Program ExpellSes $294,845
Total Expenses $845.857
STAR Supportive Servíces (other than staff)·
Life Skills $14,000
Alcohol and Drug Treatment $12,000
Mental Health Treatraent $9,236
Other Health Care $5,000
Edncation $7,500
Employment Assistance·· $95,000
Child Care $7,500
ToolSportation $11,500
Clothing $3,500
Rental Security DepositlUtility Assistance $20,000
subtotal SrAR SupporJíw Services*': $185,236
·Please see Budget Narrative fox explanation
··Employment Assistance ùtc1ndes Ùltemships,
Budget Breakdown
Include onl those costs directl related to the
Expense Category
(e.g. salaries,
acquisition, rehab)
If possible, please
prioritize the budget
Status
CDBG
Funds
Other Funds
List Source of
Other Funds
In-
Kin Cas
d Antic. Comm.
Please place an 'X" in box that applies:
Outreach/Case
Management
$16,500
$223,860
HUD/Cash Match
x
x
EmploymentAss~tance $ $173,500 HUD/Cash Match X X
Life Skills $ $56,000 HUD/Cash Match X X
Security Deposit and $ $20,000 HUD X X
Utility Assistance
Mental Health
Alcohol and Drug
Treatment
$
$
$9,360
$12,000
HUD
HUD
X
X
X
X
Child Care $ $7,500 Johnson County X X
Transportation $ $7,500 HUD X X
Other Health Care $ $5,000 HUD X X
Education $ $1,500 HUD X X
Clothing $ $1,000 HUD X X
Program Administration $ $21,348 HUD X X
including Audit
Total $ $555,068
"
,
DATE:
November 8, 2005
TO:
FROM:
City Council
Steven Nasby, Community and Economic Development Coordinator
RE:
CDBG\HOME Investment Policy
At the November 14 work session the matter of the CDBG\HOME Investment Policy is
scheduled for discussion. Specifically, as it relates to Habitat for Humanity. At your last
meeting the Council had received correspondence and input.
When this policy was discussed, and subsequently approved, the intent was that it would
apply to the current FY06 projects and the upcoming FY07 allocation round. For your
information, attached is a copy of the approved CDBG\HOME Investment Policy.
If you have any questions or need additional information please contact me at 356~5248 or
via e~maj at Steven~Nasby@iowa~city.org.
Cc: HCDC
Karin Franklin, Director of Planning and Community Development
Attachment
mmn____"mm___ ____,_ _"
,
.
.
~~
¥: b __
,
Prepared by: Steven Nasby, Community &. Economic Dev. Coordinator, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5248
RESOLUTION NO.
05-213
rr )
RESOLUTION ADOPTING IOWA CITY'S COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) AND
HOME INVESTMENT PARTNERSHIPS PROGRAM (HOME) INVESTMENT POLICIES.
WHEREAS, the U.S. Department of Housing and Urban Development, allows the City of Iowa City, Iowa,
fIexibílity on the allocation and investment of CDSO and HOME funds; and
.
WHEREAS, the Iowa City City Council has discussed investment policies for the use of CDBG and HOME
funds; and
WHEREAS, the Iowa City City Council wishes to establish specific policies for public facilities, public service,
housing and economic, development activities; and
,
WHEREAS, the FY06 Annual Action Plan containing the allocation of CDSO and HOME funds was approved
by Resolution 05-169; and
WHEREAS, adoption of the CDSG and HOME investment policies defined herein are applicable to FY06 and
future CDSO and HOME funded projects; and
WHEREAS, the City Council finds that the public interest will be served by the adoption of CDBG and HOME
investment policies.
NOW, THEREFORE, SE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY, IOWA,
THAT:
1. The City of Iowa City City Council hereby approves and adopts the CDBG and HOME investment
policies shown in Exhibit A.
2. CDSG and\or HOME projects funded in FY2005 and years prior thereto are not affected by the
adoption of this resolution and changes to the terms of those agreements will not be entertained.
3. The City Manager is hereby authorized to execute, terminate or amend 'CDBO and\or HOME
Agreements entered into in connection with the allocation of public funds with subrecipients,
Community Housing Development Organizations (CHDOs) or other legal entities.
Passed and approved this
21st
day of ,.. Jun~
.._ ,2005.
n
ATTEST:
CITY
.
C,-I-DS-
.
,
City Attorney's Office
~
#
_~_'_"^M__m_m"___"'___'''_~~_~'~__M' M'."""",,, 'd,,.'.,,'.. __'~"_""'_ ,,, _",\_,""., ,:eM ''', ,V""_'''",,-
.
Resolution No. 05-213
. .
Page
2
. , . -,
It was moved by B~1;Ley, ."
adopted, and upon roll call there were:
" , and seconded by
0' 12<;!1;I_ne 11
the Resolution be
AYES: NAYS: ABSENT: ABSTAIN:
X Bailey
..
. X Champion
X Elliott
X Lehman
X O'Donnell
"'
X Vanderhoef
Wilburn X
" ..
-,..
.
.
.'
\
,
,,,,mu_m,,,,,,,,
'_"__,"'"____~_"'_~._m_'~_~~==== ___,',0" ~,,' _"~'_",,,-,"
-"" - 1') ",."OUt ~''''''''''_''m--'.''''''''''''''_4""""ili"=,,
..
.. "
..
Exhibit A
CDSG and HOME Program Investment Policies
,
.
I
EconomIc development projects making application to the CDBG EconomIc Development Fund wilt be reviewed by tile
Council EconomIc Development Committee. The COundl Economic Development COmmIttee will make a recommendatlQn
to the City Coundl for each project proposed for funding. Said recommendation shal/lnclude the amount of CDBG
assistance to be allocated and the terms of Investment. .
Typically, for-profit business projects will receive low-Interest loans; whereas, non-profits may be recommended for
forgivable loans or grants. DecIsions regarding Investment terms for economIc development projects will be made based
on the nature of the project Induding, but not limIted to, the rIsk, potential for growth, the number of and quality of jobs
created for low-moderate Income persons, the ability to repay a loan and the amount of other fundIng leveraged.
The Interest rate for all rental housing activities will be zero percent (0%) for non-profit owned projects and prime rate
(determined at the time the CDBG\HOME agreement Is executed by the City) minus two poInts for for-profit owned
projects with an amortization period up to thIrty (30) years or the period of affordab/llty, whichever Is less.
.
Assistance to homeownership projects will have three repayment options as shown herein. 1. A 2.0-year loan that must
be paid In full when the Iow~moderate Income homeowner. sells, transfers title, moves or rents the property or the 20-
year term expires, whIchever occurs first. No Interest will accrue and no payments wUl be required to be made by the
property owner prior to payoff. 2. The homeowner has the Option to make monthly payments to the City or its designee
in a form not to exceed a 30~year, zero percent (0%) amortized loan, a 30~year amortized loan must start at the time the
assistance is provided.· 3. If CDBG\HOME assIstance is provided to a certified non-profit organIzation, for a Community
land Trust project, the CDBG\HOME funds will be In the form of a grant.
,'''c_
"'--
All HOME funds provided for Tenant Based Rent Assistance will be in the form of a grant.
p~ti,~
The City of Iowa City¡ as the recipient of COmmunIty Development Block Grant (CDBG) funds, utilizes these funds for
. "public facilities" projects as defined in 24 em 570.201( c) that are completed by the City and\or subredpents. The
following policy applies to CDBG assistance provided to nonilovemmentai subredpie~t:s ("govemmental" Indudes only
jurisdictions with taxing authority as provided for in Iowa Code).
Projects that receive an allocation by the City of Iowa City will receive an earned grant, as defined hereln¡ which wilt be
secured by a mortgage or other comparable security Instrument. The compliance term of the earned grant will be
determined by the formula also provided herein. At the end of the applicable compliance term the /leQ or other security
instrument wlU be released by the City. If the real property Is leased, the lease shall be for a period th~t matches or
exceeds the compliance term of the eamed grant.
· krlJ,I;J Q.\"J!p!: A lien against the real property being assisted. or other comparable security, which is repaid only upon
transfer of title, rental of the property, or termination of services or occupancy as outlined in the applicable CDBG
Agreement. if the subrecipientfully satisfies the terms outlined in the applicable CDBG Agreement the mortgage against the
property, or other security instrumen t, will be released by the City following the completion of the compliance period that
begins. on the date of execution of the mortgage or security instrument.
. ~arped Grant Fonnµ,I~: The total amount ofCDBG assistance allocated to a subrecipient in anyone City fIScal year for a
"publicfacility" project divided by $3.000 equals the number ofCDDG compliance years for the Earned Grant. (For
example: $17,000 in CDBG assistance divided by $3,000 would equal a compliance term of 5.67 years or 68 mcnths). !fthe
Earned Grant Formula results in a compliance term of less than one year (12 months) the minimum compliance term shall be
one year (12 month,r) and lfthe Earned Grant Formula res!llts in a compliance term of more than ninety-nine (99) years the
maximum compliance term shall be ninety-nine(99) years.
Public SerVIce projects as defined in 24 CFR '570.201 (e) shall receive CDBG assIstance In the form of a grant wIth a term
of not less than one year. .
.
.