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HomeMy WebLinkAboutFY11 Special CDBG ApplicationsN (3) CA A W N D O N OID =r O V N d p 0. n N N CCDi �. CCDi = in ' = . r N (D x 7 m 01 3' CD O tr _CL O O O i CD Cn y J CD W ' .-. ? fD p. N• 7 L N fD Q. CI) p y N N = NO a' CD N c O -� 0 N O fD C:=) 0 ? M ID CD N N 3 CCD D 0. 0 'aa v ,Q., i — ° m 3' u) Q C) C) = 3 O 3 < N c�i, Er CD N Z CD r n o6D (D �N CD v N CCD, 8 W O 7 O m 3CODo � 3 x 3 f m 3. CD 3 a � Cr m p31 x </) yw y CD CD 0 CD 3. 'O.13 cn J CD 3 3 (D — v — d 3 W L" -p <' (D CD y p CD •J O00 J ? 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Applicant Name: The Arc of Southeast Iowa Applicant Address: 2620 Muscatine Ave, Iowa City DUNS Number: 88448782? Signature (please use blue ink): 4. Contact Person: Bill Reagan Phone Number: (319) 351-5017 Fax Number: (319) 351-6837 Email Address: wmreaaanbiowatelecom net 5. Location of proposed project: 2620 Muscatine Ave, Iowa City 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph), Comprehensive facility improvement to meet the long term needs of the Arc of Southeast Iowa to better serve children and adults with disabilities and their families including construction and installation of fully handicap accessible ADA compliant laayground• installation of buildingsprinkler system; bathroom and kitchen remodel for full accessibility including addition of accessible shower facilities; installation of commercial grade flooring tiles These improvements will allow maximum utilization of the facility by children and adults with disabilities and their families for the Iona term 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. Developmentally Disabled Children Priority Need Priority Need Level (High, Medium or Low) High Public Facility, Planning & Other Projects FY11 CDBG Funding Request 9. Tell us why this project is needed (include -information from studies\march or othersorting-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. The Arc of Southeast Iowa is celebrating its 53rd anniversary and is the oldest continuously operating disability provider agency in Iowa City. The Arc of Southeast Iowa provides advocacy, information referral ro rams and services for children and adults with mental retardation Down syndrome, autism, brain injury, cerebral palsy muscular dystrophy and other cognitive and developmental disabilities... and for their families The Arc of Southeast Iowa provides an array of services and programs including: advocacy, information/referral respite care group respite care supported community living consumer directed attendant care intermittent medical monitoring supported community employment children at home program home and vehicle modification program parent support group, sibling support group, Hispanic support group (bi-lingual staff provided), social skills class parent education family fellowship, and two summer day camps (one for little tykes and one for adolescents and teens) The Arc of Southeast Iowa Summer Day Camps are fully accredited by the American Camp Association The Arc of Southeast Iowa partners with: City of Iowa City Parks and Recreation Department Iowa City Community School District Iowa City Community School District Special Education -transitions program Prevent Child Abuse Johnson County, Johnson County Mental Health/Developmental Services University of Iowa REACH Program, Access 2 Independence (Americans With Disabilities Act, ADA) and the Arc of Southeast Iowa is a partner agency with the United Way of Johnson County. Services/programs provided by the Arc of Southeast Iowa strengthens families by enabling many developmentally disabled children to remain living with their families; assists parents in being able to keep their jobs and carry on the routine family functions with other children in the home Likewise Arc of Southeast Iowa services/programs enable many developmentally disabled adults to remain working and living in our community and to avoid institutionalization or other more restrictive living situations. The Arc of Southeast Iowa programs/services strengthens the community by championing diversity, inclusion equality and full community participation by all citizens The Arc of Southeast Iowa is a recipient of the Iowa City Area Chamber of Commerce 2007RootsAlward a recipient of the 2008Iowa MArea Chamber of Commence Diversity & Indus/on Award named IOCIC's Dottie Ray's favorite charity for 2009 : the Arc of Southeast Iowa was the recipient of the 2010 (!n/yers/tyofIowa School ofSoc/al Work Bi//SackterAlward • and the Arc of Southeast Iowa was the recipient of the Systems Unlimited, Ines 2010 Commun/tyAdvocacyAward The Arc of Southeast Iowa was a key partner in organizing the 2Oth Anniversary celebration of the ADA Cal the Ped Mall which featured keynote speakers Senator Harkin and Congressman Loebsack and the Arc of Southeast Iowa was a leading advocate with a strong stand on Public Measure D better known as the "Idiot Amendment." The Arc of Southeast Iowa is proud to have been a strong voice advocating removal of this offensive language from the Iowa constitution strengthening the rights of the disabled and enhancing full community inclusion dignity and rights for all citizens The Arc of Southeast Iowa has been featured in stories in the Iowa MPrtess Citizen and the Da/lylowan radio coverage on IOCIC and received substantial coverage on Iowa City TV 4 and PAN 18 Iowa Public Facility, Planning & Other Projects FY11 CDBG Funding Request City. The Arc of Southeast Iowa Comprehensive facility Improvement will aximize currently underutilized areas of the facility and property• make the Arc an even greater community resource for families and children: enhance current on -site programs and services as well as make possible additional on -site programs and activities; accommodate the steadily growing numbers of families served by the Arc of Southeast Iowa• provide greater safety, accessibility and family friendly usage of the facility. The Comprehensive Facility Improvement will meet the long term needs of the Arc of Southeast Iowa for the next 15-20 years The Comprehensive Facility Improvement will meet a critical community need by providing a unique safe multi -use site for children adults and families to access for years to come. The site to be administered by an agency (The Arc of Southeast Iowa) with a 53 year track record serving the disability community in Iowa City strengthening families assisting individuals; providing opportunity advocating for inclusion and equality; promoting/celebrating diversity and thus in turn benefiting the entire Iowa City community. Public Facility, Planning & Other Projects FY11 CDBG Funding Request 10. Please provide a budget -breakdown foryouurspeciFic.project.,CoWW etthe;warions pt,egariescapprnpriate 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 the "status" column, 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. 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 copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Expense Category (eg, salaries, acquisition, rehab) If possible, please prioritize the budget CDBG Funds Other Funds List Source of Other Funds Type Status c w t u, 43 G E A - Please place an 'X"in the box that applies: Handicapped accessible playground $134,500 $ Sprinkler system $ 45,425 $ Bathroom/kitchen remodel $ 21,615 $ Commercial floor tiles $ 9,382 $ Volunteer Contribution (Total from Question #11 $ 1,000 Total $ 210,922 $1,000 Amount of private\agency\other funds Amount of CDBG funds Total Project Funding Number of persons assisted Total cost per person $ 1,000 (a) $ 210,922 (b) $ 211,922 (c) (a + b) 400 (d) (see question 14) $ (e) (c=d) Public Facility, Planning & Other Projects 4 FY11 CDBG Funding Request Total CDBG Cost Per Person 1 529.81 (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 100 hours x $10 per hour = $ 1000.00 Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Total [40 1000.00 We will utilize volunteers to move all equipment supplies, etc This will take 20 volunteers approximately 5 hours Each. 12. Does the proposed project pay full property taxes? Oyes 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? Dyes Mo If yes, what is the percent of full taxes paid? %and amount paid is $ 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. If funded, this schedule will be used for any project agreement for the use ofCDBG funding, Date: completion date within 11 months of announcement of grant award. Description of Activity Comprehensive facility improvement to meet the long term needs of the Arc of Southeast Iowa for the next 15-20 years; to serve as a community resource for families in Iowa City to better serve children with disabilities and their families including construction and installation of fully handicap accessible ADA compliant playground; installation of building sprinkler system bathroom and kitchen remodel for full accessibility including addition of accessible shower facilities; installation of commercial grade flooring tiles. These improvements will allow maximum utilization of the facility by children with disabilities and their families for the long term If funded the project will be completed within 11 months of announcement of grant award Public Facility, Planning & Other Projects 5 FYI CDBG Funding Request 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 application is funded, Me information in this table will be used as income targeting for the CDBG Agreement), Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI Percent Iowa City Residents 178 persons (a) 66 persons (b) 73 persons (c) 76 persons (d) 7 persons (e) 40Q-_ persons (f) 79 % (a+b+c)=f 86 % 15. Please select 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: X Suitable living environment Outcome: X Availability/accessibility Output Indkator: X Persons O Decent affordable housing i7 Affordability O Households O Creating economic opportunities O Sustainability O Housing units The Arc of Southeast Iowa serves 400 disabled children and adults and their families and employs 280 employees-(82 percent of which are Iowa City residents). Inclusion full citizenship rights: full community participation fostering independence and strengthening families are the major em ht� asis of the Arc of Southeast Iowa. 16. On the attached map, indicate the location of the proposed project. I•1 Public Facility, Planning & Other Projects FY11 CDBG Funding Request 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) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) N/A N/A N/A FY09 (July 2008 - June 2009) $4,000.00 $3,945.13 10/08 FY10 (July 2009 - June 2010) 1 $4,500.00 $4,500.00 9/09 18. 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 ONo If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. Public Facility, Planning & Other Projects 7 FYI CDBG Funding Request 2.•Iftthe 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. Public Facility, Planning & Other Projects 0 FYI CDBG Funding Request I � 31pl. n. fri r, �ill;\ 1 q) Public Facility, Manning,&-OtherProjects 1. Name of Project: Chadek Property Acquisition/Improvement and Splash Pad Installation at Chadek/Fairmeadows 2. Total Amount of CDBG Funds Requested: $480,000 3. Applicant Name: Michael Moran, Director, Iowa City Parks & Recreation Applicant Address: Robert A. Lee Community Recreation Center, 220 S. Gilbert St., Iowa City, IA 52240 DUNS Number: Signature (please use blue ink): 4. Contact Person: Michael Moran Phone Number: 319-356-5100 Fax Number: 319-356-5487 Email Address: mike-moran@iowa-city 5. Location of proposed project: Chadek - 5"' Ave. & Friendship St. Fairmeadows Park — 2500 Miami Drive 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph). The proposed project would allow the Iowa City Parks and Recreation Department to purchase five acres of land currently under private ownership to develop as a neighborhood park to serve the City High neighborhood. The Creekside neighborhood fall in Census Tract 15 Block Group 1 which has a low/moderate income population of 52% the majority of which are young families. The land belonged to Carl Chadek who lived and operated his soil moving business from on the site for more than 50 years. With the relocation of the family business as specified in his will, this land is now available for sale. If purchased the land would be redeveloped as a neighborhood park with playground and open space to serve the needs of the neighborhood. This CDBG grant request would also fund the construction of a splash pad at the Chadek property OR, if the Chadek property cannot be purchased, Fairmeadows Park on the far southeast side of Iowa City, south of Highway 6. This park is in Census Tract 18 which is estimated to have 55.8% low to moderate income households comprising mostly of young families. Fairmeadows is also directly adjacent to the Grant Wood Elementary School which has had a free/reduced lunch percentage of over 60% in previous years. 10 Public Facility, Planning & Other Projects FYI CDBG Funding Request 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. Parks/Recreation Facilities Priority Need High 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. The City Steps Strategic Plan lists "Trails, Art, Parks, and Recreation Facilities" as one of the areas to be improved under its non -housing development priorities. Both the proposal to purchase the Chadek property for development as a public park and the placement of a splash pad at the Chadek property or Fairmeadows Park address the recreational needs in low- to moderate income neighborhoods on Iowa City's east side. Iowa City's Central District, which encompasses our community's most densely populated neighborhoods, is at a severe deficit in parkland in all areas except the Hickory Hill District. Three of the open space districts within the Central District have less than 50% of the land required by the open space ordinance. The City High district, in which the proposed Chadek parkland is located, has just 0.8 acres of dedicated public park (Glendale Park) and a requirement of over 9 acres. Currently Hoover Elementary School serves as the primary open space for the area. The Central District Plan, adopted by the City Council in 2008, notes that there are only a handful of small undeveloped properties left in the Central district, adding that "addressing the parkland shortage will require a concerted effort by the City." The Central District Plan calls on the City to acquire the Chadek property as a public park, noting that the "parcel is ideal for public parkland, as three sides of the property front onto public streets." CDBG funding will assist the Parks Department in purchasing this land. The splash pad in Fairmeadows would allow expansion of youth recreation activities associated with adjacent Grantwood School. The Parks Department has worked cooperatively with Grantwood School and ICCSD to provide recreational opportunities for children in the neighborhood, including development of the Grant Wood Gymnasium (CDBG funded) which hosts a variety of after school and weekend activities including roller skating, movie nights, Harvest Parties, and general recreation uses since it was completed in 2004. The new splash pad would complement one placed at Wetherby Park in 2009, which has proven tremendously popular, providing a much needed summertime recreation facility in a neighborhood located more than 2 miles form Iowa City's only public outdoor pool. City staff has received numerous comments from users of the Wetherby Splash Pad requesting consideration of funding another splash pad to alleviate the crowding at the splash pad. (Note — the Wetherby Splash Pad project received $30,000 in CDBG — all expended in a timely manner and in compliance with federal fund requirements.) 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 the "status" column, 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. Public Facility, Planning & Other Projects 11 FY11 CDBG Funding Request 4Document CostsiW.henever,(Possible.,atconstrucoon-estirrrate-.is,strongly encouraged.for.all rehabilitation or new construction projects. PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Expense Category (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget CDBG Funds Other Funds List Source of Other Funds Type Status Y � U a c E E $ Please place an X' in the box that applies: Land Purchase $260, 000 $ Parkland Development Sidewalks/Trails $ $50,000 Iowa City CIP Playground equipment $ $50,000 Park Devel. $ Landscaping $ $5000 Park Devel.$ Splash pad $200, 000 $ Utility shed $ $30, 000 Park Devel. $ Volunteer Contribution (Total from Question #11 $ Total $480,000 $135,000 Amount of private\agency\other funds Amount of CDBG funds Total Project Funding Number of persons assisted Total cost per person Total CDBG Cost Per Person $135,000 (a) $480,000 (b) $615,000 (c) (a + b) _All in Iowa City (d) (see question 14) $_9.46 (e) (c - d) $ 7.38 (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. N/A 12. Does the proposed project pay full property taxes? OYes X 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? OYes X No If yes, what is the percent of full taxes paid? % and amount paid is $. 12 Public Facility, Planning & Other Projects FYI I CDBG Funding Request 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: If funded, this schedule will be used for any project agreement for the use of CDBG funding. The City is currently negotiating with the Chadek family to purchase the property. A professional appraisal has calculated the value of the land at $280,000. Pending approval of the CDBG funding and council approval, the Parks Department would be able to make an offer on the land. The splash pad could be put into a bid/presentation process, similar to the Wetherby Splash Pad. There are no zoning or other issues that would slow the process for expenditure and both projects could go forward immediately upon approval of CDBG funds. We would anticipate completion of land acquisition and installation of the splash pad in 2011. 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 application is funded, the information in this table will be used as income targeting for the CDBG Agreement), Chadek Property is located in Census Tract 15 Block Group 1 which includes 681 households and is estimated to have 52% low and moderate income. Fairmeadows Park is located in Census Tract 18 Block Group 1 which includes 1782 households and is estimated to have 55.8% low to moderate income. These projects would not only benefit these immediate neighbors but also are available for use by the entire community. Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI Percent Iowa City Residents persons (a) persons (b) persons (c) persons (d) persons (e) persons (f) 910 (a+b+c)=f 910 15. Please select 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: X Suitable living O Decent affordable housing O Creating economic opportunities environment Outcome: X Availability/accessibility O Affordability O Sustainability Output Indicator: X Persons O Households O Housing units Public Facility, Planning & Other Projects 13 FYI CDBG Funding Request 16. On the attached map, indicate the location of the proposed project. Attached 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) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) FY09 (July 2008 - June 2009) FY10 (July 2009 - June 2010) The Parks and Recreation Department has received and managed many CDBG projects and Federal and State Grants over the past three years. The projects have all been completed or are in the process of being completed. We have sufficient capacity, financial skills, commitment to understand and complete the requirements. 18. 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? X Yes ONo 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/A Public Facility, Planning & Other Projects 14 FYI CDBG Funding Request 1737 F STREET IOWA CITY. IOWA 52240 7Ei_ 319.321.8728 F:.rAML NICHOLS.KAREN@GMAIL, COM INDEPENDENT PUBLISHING PROFESSIONAL October 29, 2010 Housing and Community Development Commission Housing and Community Development Commission c/o Tracy Hightshoe 410 E. Washington Street Iowa City, Iowa 52240 Dear Commission Members: I am writing to express my support for the proposal to secure Community Development Block Grant Funds to acquire and develop a park on the Chadek property in Creekside Neighborhood. I have been a resident of the Creekside Neighborhood since 2008 and am active in the Creekside Neighborhood Association. While Creekside Park is a popular place with children, it would be wonderful to have another park in our neighborhood with a larger area devoted to play space. (A considerable amount of space in Creekside Park is devoted to the athletic field.) Especially considering that more than half of our neighborhood's residents are in the low to moderate income levels, having close access to a park with a variety of free play options would be very beneficial to many families here. It is also my understanding that the acquisition of this property for parkland is included in the Central District Plan. Now would be a great time to move forward with this project, as our neighborhood is becoming increasingly populated by young families. There is no doubt in my mind that the park would be highly used and that community members would be actively involved in the planning and development process, as needed. My family and I give this project our wholehearted support without reservation. Sincerely yours, i Karen Nichols 16 CREEKSIDE NEIGHBORHOOD ASSOCIATION 1733 F STREET IOWA CITY, IA / 52240 PHONE (319) 541-4317 RoCHEKAT(9)GMAIL.COM OCTOBER 29, 2010 HOUSING AND COMMUNITY DEVELOPMENT COMMISSION C/O TRACY HIGHTSHOE 410 E. WASHINGTON STREET IOWA CITY, IA /52240 DEAR COMMISSION MEMBERS, I AM WRITING IN SUPPORT FOR THE PROPOSAL TO SECURE CDBG FUNDS TO ACQUIRE THE CHADEK PROPERTY AND DEVELOP IT INTO A NEIGHBORHOOD PARK. MY HUSBAND AND I HAVE OWNED OUR HOME IN THE CREEKSIDE NEIGHBORHOOD SINCE 2005 AND I SERVE ON THE NEIGHBORHOOD ASSOCIATION. A NEW PARK, FORMED WITH THE CITY'S EXPERTISE AND COMMUNITY INPUT, WOULD INDEED BE A GREAT ADDITION TO OUR NEIGHBORHOOD. COURT HILL TRAIL'S SUCCESS AND OUR CREEKSIDE PAVILION MURAL PROJECT ARE EVIDENCE THAT PROJECTS TO DEVELOP OUR NEIGHBORHOOD ARE WELL RECEIVED, WELL UTILIZED AND THAT CREEKSIDE NEIGHBORS ARE INTERESTED IN HAVING INPUT. I SUPPORT THE EFFORT TO MOVE THIS PROJECT FORWARD AND HOPE TO HELP IN ANY WAY I CAN. SINCF,R'EL,Y, KATIE ROCri, 17 Public facility, Planning & Other Projects 1. Name of Project: Highway 1 Trail Project - Sunset Street to Riverside Drive 2. Total Amount of CDBG Funds Requested: $360,000 3. Applicant Name: City of Iowa City - Public Works Department Applicant Address: 410 East Washington Street, Iowa City, IA 52240 DUNS Number: 78-262-1940 Signature (please use blue ink): --;� 6=z 4. Contact Person: Ronald Knoche, PE City Engineer Phone Number: (319) 356-5138 Fax Number: (319) 356-5007 Email Address: ron-knocheC&iowa-cityorg 5. Location of proposed project: Census Tract 6 Block Group 1 Miller Orchard Neighborhood 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph). The proposed project will build a 10-foot wide trail along the north side of Highway 1 .b�unset Street to South Riverside Drive. The project will also build 5-foot wide sidewalks along the east side of Miller Avenue both sides of Hudson Avenue the west side of Orchard Street and the west side of South Riverside Drive. The project will also require grading to be able to build the sidewalks and trail and maintain drainage. 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. Sidewalks Medium Priority Need Priority Need Level (High, Medium or Low) 20 Public Facility, Planning & Other Projects FY11 CDBG Funding Request 9. 'Fell°us;why~this pMect,isneeded'(,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. The need for this project was identified in a plan developed by University of Iowa graduate students in the Urban and Regional Planning program The plan titled "Planning for Action, Neighbors for Improvin Miller Orchard" was completed in the Spring of 2009 This project will help to achieve three of the strategies identified in the plan: encourage homeownership create a safer neighborhood and advocate investment in the commercial areas. This project will serve an area with an LMI of 71 1% It will provide a safer passage for pedestrian and bicyclists in the neighborhood and outside of the neighborhood by the links to the trail system The commercial areas within the neighborhood will become more accessible to the residents This project constructs infill sidewalks for the residential properties and an extension of the trail system through the neighborhood This project will also work in conjunction with the UniverCityProject by making the Douglass Court area more accessible. The Council identified the Highway 1 Trail Project as a priority in the FY 2011 Capital Improvement Plan The use of CDBG funds to infill residential sidewalks and construct ortions of the trail in an area with an LMI of 71.1% meets the second overacrching goal of the CITY STEPS This goal is to provide a suitable living environment through safer, more livable neighborhoods greater integration of low and moderate income residents throughout the City, increased housing opportunities, and reinvestment in deteriorating neighborhoods. Public Facility, Planning & Other Projects 21 FYI I CDBG Funding Request 10. Please.provide a budget br_eakdown,for your _specific,projecL CompleteAheivarious 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 the "status" column, 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. 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 copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Expense Category (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget CDBG Funds Other Funds List Source of Other Funds Type Status c 2 M a £ E Please place an 'X' in the box that applies: Construction $360,000 $760,000 GO Bonds X X Volunteer Contribution Total from Question #11 $ Total $360,000 $760,000 Amount of private\agency\other funds Amount of CDBG funds Total Project Funding Number of persons assisted Total cost per person Total CDBG Cost Per Person $ 760,000 360,000 $1,120, 000 (a) (b) (c) (a + b) (d) (see question 14) (e) (c - d) (f) (b = d) Public Facility, Planning & Other Projects 22 FYI CDBG Funding Request a T 3 L m x O rn N O m E W N L m m c w 0 0 0 0 0 0 0 09 0 o 0 O 0 o 0 0 o O 0 O O o o O o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LU Z O O 0 O 0 O 0 O 0 0 0 0 0 0 0 0 0 0 0 0 0 ui o 0 0 p Z p O O O O O O 00 m O N O O o0 v O O O O O O O O o n O m O O O O O CM n O N X O U') Cl) m fD O M 0 LO N O N O N It LO 0 Q N N N M O M W m 69 V) f9 W. 69 0% V> fA 69 69 69 69 EA 69 69 Vi 69 Vi Vi V} 69 yo W O o O O O o O 0 O o O o o O O o O o O O O 0 ~ U O O O O O O O O O O N j N N N O o U)O O O O O O O O O N O O d d 0 0 N O a N N H O O O Q O Z O O O N O N L M p F m p 69 f9 69 W. 69 69 69 69 69 69 69 69 f9 fR 69 69 69 69 69 Z W 0 o 0 0 0 0 0 0 0 0 0 0 0 0ui 0 0 0 0 0 0 0 0 0 0 0 o K ui LO 0 0 LO 0 co 0 0 n 0 O O o O O O o O 0 0 o O ui Q F n 0 O M LO r- O O o LO LO F Fa :) N M n O O 0) p to 0 W O O O O O O O O O O O O O O O O O O O O O O O p O O O 0 0p O O O O O O O 0 U') O n O O O O O OO WZ mz C X a M 0 N Cl M 60 O V' N C.) 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V) 69 69 69 f9 f9 69 o O o O O O 0 0 o CDfn o 0 0 0 0 0 o O o z > W U-Q, O O LOO O O O O O a)O O O O O O N O n Q. 0 N N N O o LOO O O O O O 0 O O N O O 0 O a O V' V M v O O N O O O O v O N v Q f- o O O O O LO W j j N N M Q a) 19 69 V9 M 69 69 69 W. 69 Vk 69 69 69 f9 69 w 69 69 V) p Z W - p o M 0 O 0 O o o 0 O 0 O O o O 0 n 0 O 0 O o n O n o O 0 O 0 O 0 O 0 O o x W !- O O CD O 0 O O LOO . O t0 O O co O O M M O O O O O J Z 0 M (00 N M O O LOO O O O H N N N O U') LO 00 O w Z 7 ui J U U O x LL (n J J J 0 o m0 m O '3 N o cu cl 0 EL 0 o a) rn 3 0 m c 1Oc OLO 3 fa c E o m U m a) a f0 W d� E oN 0 N N N LL LL (D O 0 m mE Nmc E3 CD O LL U n co N O _ c� 0 c O o0 tm c_ > O > N c 00 o a) c m o c m > Uo.cU N Nc Up O m m m 7 p( CD yX W LLJ Q n nLL fn U N m g O W ~ N M O fD n O m O N M ct O f0 n tb QI a 0 0 0 0 nrot coo � O 't co n v 69 69 69 69 fn U m U c a� E fll m m 2 c 0 fu C 0 c w 23 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 0 hours x $10 per hour = $ Skilled labor ( ) 0 hours x $ per hour = $ Skilled labor ( ) 0 hours x $ per hour = $ Total $ 12. Does the proposed project pay full property taxes? OYes E]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? Oyes LINO If yes, what is the percent of full taxes paid? % and amount paid is $ 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; If funded, this schedule will be used for any project agreement for the use of CDBG funding, Date: Description of Activity: 7/11 - 11/11 Construction Public Facility, Planning & Other Projects 24 FYI I CDBG Funding Request 14. Please indicate the population to be served by the proposed project according to the income categories shown in the Applicant Guide. (Mease Note: If this application is funded, the information in this table wil/be used as income targeting for the CDBG Agreement), Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI Percent Iowa City Residents persons (a) persons (b) persons (c) persons (d) persons (e) 1,749 persons (f) 71.1 % (a+b+c)=f 910 15. Please select 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: Outcome: 0 Suitable living environment O Decent affordable housing O Creating economic opportunities O Availability/accessibility O Affordability Output Indicator: R1 Persons O Households E1 Sustainability O Housing units This project will make sidewalks available for 96 residential lots This will connect this neighborhood to the trail system and commercial areas 16. On the attached map, indicate the location of the proposed project. 25 Public Facility, Planning & Other Projects FY11 CDBG Funding Request I ------4-------.--: 26 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 yearJuly t to June 30) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) $0 $0 FY09 (July 2008 - June 2009) $0 $0 FY10 (July 2009 - June 2010) $0 $0 18. 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? DYes []No If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. Public Facility, Planning & Other Projects m FYI I CDBG Funding Request 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. The City of Iowa City Public Works Department oversees $40 million in Capitol Improvement Projects each year. There are seven staff engineers 3 special project administrators and 5 inspectors who develop, design and inspect these projects. 29 Public Facility, Planning & Other Projects FYI CDBG Funding Request Public Facility, Planning & Other Projects 1. Name of Project: CMHC - Elevator Access - 507 East College Street 2. Total Amount of CDBG Funds Requested: $171,200.00 3. Applicant Name: Stephen Trek, Executive Director, CommunityMenta/Health Center for Mid -Eastern Iowa (CMHC) Applicant Address: 507ECollege Street, Iowa City, Iowa 52240 DUNS Number: #1684906:" Signature (please use blue ink): 4. Contact Person: Sherri Zastr Phone Number: 338-7884x Fax Number: 338-7006 Email Address: szastrow@ameimhcorg 5. Location of proposed project: 507ECollege Street Iowa City, Iowa 52240 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph). Currently wheelchair access to the service level of the Community Mental Health Center is provided by a crumbling concrete ramp which requires those in a chair to travel more than eighty feet along the ramp while rising nine feet vertically. This unprotected ramp is a challenge in good weather, impossible to negotiate in the presence of rain, snow, or ice. Our proposed project will replace the deteriorating ramp and railing system with an ADA compliant 2000 lbcapacity holeless hydraulic passenger elevator. The two stop elevator will provide access from existing grade to the main level of the CMHC. Conditioned vestibules will be provided at each level, as well as a new stairway from the garden level up to the main level of our building at 507 East College Street. Sustainable building practices, as adapted from the Iowa Green Streets Criteria will be specified requirements of the project: 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. Pages 91 & 92 —'Summary of High Priority Needs'— 'Community Development Needs' identifies mental health structural facilities as high priority — Per Housing and Community Development Activities — Public Services - provision of Mental Health Services are listed as High Priority' (050 Mental Health Services 570.201(e) ) _Mental Health Services Structural Facility Priority Need Priority Need Level (High, Medium or Low) 30 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. In FY10, The Community Mental Health Center for Mid -Eastern Iowa (CMHC) provided mental health services to 2664 individuals This number represents over 26,000 Face-to-face visits: We receive 70-100 requests for new services monthly, CMHC is the primaryprovider of mental health services for Johnson County residents who are eligible for Title 19, Medicare, Medicaid and Johnson County MH/DS funding. The Board of Directors and staff of CMHC make every effort to place our resources toward client patient care. CMHC is housed in four buildings near the College Green historic district. The 507 E College Street building is over 100 years old. To maintain our facility for sustainability, we need assistance for building improvement from sources like CDBG. The proposed stairway and enclosed elevator will provide safe, accessible entry for anyone at risk entering this building. The City, as outlined in City Steps, has "identified special needs individuals as among those who face the greatest challenges and who should receive high priority in the expenditure of federal funds- Based upon outreach efforts, mental health was one of the community development needs determined to have high priority for emphasis of CDBG funding, CMHC partners with as many as 35 difl Brent providers in our community to serve Johnson County residents with chroniQ, )ersistent mental illness For example, CMHCs PATH Program that provides outreach to the homeless or near homeless population living with a mental illness works extensively on a daily basis with Shelter House, Free Medical Clinic, DVIP, and the Free Lunch Program to coordinate care for this at risk population. In the summary of high priority needs on page 91 of City Steps, it is stated that "investing in the physical facilities used by non profit organizations would prolong the life of their facilities and enable the agencies to continue their missions "' CMHC must maintain a safe facility for our clients, our staff, and the community as a whole. By improving our property with a safe accessible entrance, we will be better able to meet the needs outlined in City Steps 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 the "status" column, 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. 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 copy of your overall agency budget. 31 Please see attached detailed estfmaf eproiddedbyApesx ConsbvchbrL Budget Breakdown (Include only those costs directly related to the project.) Expense Category (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget CDBG Funds Other Funds List Source of Other Funds Type Status Y U 3� xs o E $ Please place an 'X"in the box that applies; General Contract/permits $ 8,000 $ Demolition/excavation $10,400 $ Hoistway and Entry $73,800 $ Fire Alarm $ 7,000 $ Elevator $42,000 $ Landscaping $ 11000 $ Contingency $11,400 $ Professional Fees $17,600 $ Volunteer Contribution Total from Question #11 $ Total $171,200,00 $ Amount of private\agency\other funds Amount of CDBG funds Total Project Funding Number of persons assisted Total cost per person Total CDBG Cost Per Person $ (a) $ 171,200.00 (b) $ 171,200.00 (c) (a + b) 2664 (d) (see question 14) $ $64.26 (e) (c=d) $ $64.26 (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 ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Total $ 32 12. Does the proposed project pay full property taxes? OYes X 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? OYes X No If yes, what is the percent of full taxes paid? % and amount paid is $_ 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; If funded, this schedule will be used for any project agreement for the use ofCDBG funding, Date: Description of Activity: April, 2011 mobilize, demolition of existing stairs and ramp, concrete foundations, backfill and concrete May, 2011 masonry work — elevator shaft, wood framing, doors and windows, siding / insulation, roofing/gutters, retaining walls June, 2011 metal stairs, drywall / painting, miscellaneous exterior work, electrical work, elevator install t 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 ibis application is funded, the information in this table will be used as income targeting for the CDBGAgrieement). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI Percent Iowa City Residents _2325 persons (a) _228 persons (b) _67 persons (c) 19 persons (d) _25 persons (e) _2664 persons (f) _98 % (a+b+c)=f 56 15. Please select 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.) 33 Objective: X Suitable living environment O Decent affordable housing O Creating economic opportunities Outcome: X Availability/accessibility C3 Affordability Output Indicator: X Persons O Households O Sustainability O Housing units 16. On the attached map, indicate the location of the proposed project. c 0 rn a m 1 s r PJasnn�gfor757 F :^Ja�hf Cr G9 cp n Co lege St E Col,gge 51 v � Gn ro � E Burlington St E Burlington St 1 Q M E Burlington St A'Indicates location - 507 East College Street 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) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) FY09 (July 2008 - June 2009) FY10 (July 2009 - June 2010) $23,504.00 $13,716.00 612010 18. 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? X Yes ONo If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the 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 / A 34 ELEVATOR ACCESS - 507 EAST COLLEGE STREET COMMUNITY MENTAL HEALTH CENTER for MID -EASTERN IOWA ESTIMATED PROJECT BUDGET Values Courtesy of Apex Construction Inc. Description Quantity Value Manage, supervise, permits 1 Is $ 8,000.00 Demolition of exist structure 120sf $ 1,000.00 Remove railings 2001f $ 450.00 Remove paving 100sf $ 1,500.00 Remove concrete ramp and stairs 19cy $ 5,500.00 Excavate and backfill soils 21cy $ 2,000.00 Concrete footings 1101f $ 2,400.00 Concrete foundations 1101f $ 4,000.00 Concrete floor slabs 100sf $ 400.00 Concrete paving 350sf $ 1,500.00 Concrete curb 401f $ 1,200.00 Masonry block 8" cmu 740sf $ 8,500.00 Retaining wall 170sf $ 2,500.00 Framing 2x4 walls 192sf $ 950.00 Framing 2x6 walls 389sf $ 2,600.00 Framing 2x10 floor structure 70sf $ 450.00 Framing 2x8 roof structure and tie-in 120sf $ 1,400.00 Trusses/ roof sheathing 224sf $ 2,950.00 Furring 2x2 740sf $ 2,100.00 Insulation 1130sf $ 1,200.00 Cement board siding 1200sf $ 5,400.00 Metal stairs and landing 80sf $ 7,200.00 Metal railings 481f $ 2,100.00 Doors, frames and hardware tea $ 2,150.00 Windows l0ea $ 3,800.00 Rubber roof 120sf $ 1,500.00 Shingled roof 224sf $ 1,650.00 Gutters and downspouts 1061f $ 700.00 Gypsum wall board and finish 1200sf $ 2,800.00 Painting 900sf $ 3,000.00 Exterior wall repair 60sf $ 800.00 Drain the line 501f $ 500.00 Lighting and Electrical work 1 Is $ 6,000.00 Smoke guard @ hoistway door l Is $ 4,000.00 Fire Alarm 1 Is $ 7,000.00 Elevator lea $ 42,000.00 Landscaping Allowance lea $ 1,000.00 Subtotal - Estimated Cost of Work $ 142,200.00 Contingency @ 8% $ 11,400.00 Professional Fees $ 17,600.00 Total - Estimated Project Budget $ 171,200.00 Architect John F. Shaw AIA, LEED AP, INC. 35 ELEVATOR ACCESS — 507 EAST COLLEGE STREET COMMUNITY MENTAL HEALTH CENTER for MID -EASTERN IOWA SUSTAINABLE PRACTICES The following sustainable practices will be incorporated in the project. Additional sustainable practices will be incorporated as required by applicable programs. The Iowa Green Streets Criteria have been used as a source of reference. Landscaping: ■ No invasive plants species will be used. ■ Plants to be selected from the Iowa Native Lands recommended native plant list, www.prrcd.org/inl/recommended plants.htm Erosion and Sedimentation Control: ■ Implement EPA's Best Management Practices for erosion and sedimentation control during construction, referring to the EPA document, Stormwater Management for Construction Activities (EPA 832-R-92-005) ■ Stockpile and protect disturbed topsoil from erosion for reuse ■ Control the path and velocity of runoff with silt fencing or comparable measures ■ Protect on -site storm sewer inlets with silt sacks, rock, filters, or comparable measures ■ Provide swales to divert surface water from hillsides as applicable Efficient Lighting: ■ Use Energy Star rated lighting fixtures at common areas, interior and exterior. ■ Use compact fluorescent lamps (CFL) or light -emitting diodes (LED). ■ Install daylight sensors or timers on all outdoor lighting. ■ Design and install outdoor lighting to eliminate light trespass from the building and site and to minimize impact on nocturnal environments. Only light areas needing to be lit. Durable and Low Maintenance Exteriors: ■ Use durable non toxic materials — masonry and fiber -cement siding - reduce or eliminate rot - reduce need for painting ■ Use roofing products with >_ 30 year life ■ Fly ash and recycled aggregate concrete Flooring Materials: Use non -vinyl, non -carpet floor coverings where flooring materials are used Reduce Heat -Island Effect: ■ Roofing: Use Energy Star -compliant (reflectivity of greater than .65) and high -emissive roofing (with an emissivity of at least 0.8 when tested in accordance with ASTM 408). ■ Concrete Paving: Use light-colored, high-albedo materials, with a minimum Solar Reflective Index of 0.6 Construction Waste Management: Achieve end -of -Project rates for salvage/recycling of 25 percent by weight of total nonhazardous solid waste generated by the Work Calculation may be based on the National Association of Home Builders' Research Center's industry average of 4.2 pounds of waste per conditioned square foot Low -Emitting Materials Use adhesives that comply with Rule 1168 of the South Coast Air Quality Management District (www.aqmd.gov/rules/reg/regll tofc.html) and sealants that comply with regulation 8, rule 51 (www.baaqmd.gov/dst/regulations/­­`rgO851.pdf) of the Bay Area Air Quality Management District Architect John F. Shaw, AIA, LEED AP, INC. © 2010 36 U W Z Q ¢¢� H aC LLI d� p O OZ Q F— W F LL O C G cam) LL i p I L11 I O � N i T O O Lu 1i O O Q AC z � N o x x W S Q H L LLI Q � N O � o a Z 'U 3 lz 0 cn AJ O z 15 Q I I I t a ►emu c, g z Q NU) W cA Z lt_ 3 O LL t~L1 _ 3 Z °" } S W J = z � O U- Z o {" w U oc W O Z °- v m `L- a it Q LL LLI W z W W J J U Ill 0 to " _ N U a .- Lo p 37 Public Facility, Planning & OtherProjects Name of Project: Crisis Center Building Rehabilitation 2. Total Amount of CDBG Funds Requested: $54,553.50 3. Applicant Name: The Crisis Center of Johnson County Applicant Address: 1121 Gilbert Court, Iowa City, Iowa, 52240-4528 DUNS Number: 16-849-0613 Signature (please use blue ink): _AU � 4. Contact Person: Becci Reedus, Executive Director Phone Number: (319) 351-2726 Fax Number: (319) 351-4671 Email Address: becci.reedus@jccrisiscenter 5. Location of proposed project: 1121 Gilbert Court, Iowa City, Iowa, 52240-4528 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph). The Crisis Center of Johnson County has provided emotional and material support to individuals and families in our community since 1970. The agency has been in its current location at 1121 Gilbert Court since 1989 and currently serves more than 20,000 individuals annually. In this project, the Crisis Center proposes to replace the facility's roof (full structure) to address leaking and pooling problems and to repair and restore the cement floors of the Food Bank program. 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. _04A — 05 Public Services (General) 507.201(e) High Priority Need Priority Need Level (High, Medium or Low) Public Facility, Planning & Other Projects 40 FYI CDBG Funding Request 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. Why This Project Is Needed The Crisis Center has been responding to the needs of Johnson County residents since 1970. Our services include the 24-Hour Crisis Line, crisis intervention counseling, suicide prevention and intervention, weekly supplemental food, emergency financial assistance, critical incident response, disaster recovery and relief services, and community awareness programs. We are a proud United Way partner agency. The Crisis Center has occupied its current facility at 1121 Gilbert Court in Iowa City since 1998. In that time, client traffic has more than doubled for both the Crisis Intervention and Food Bank programs. This project addresses a critical need to replace the structure's roof, which has suffered hail damage, has spot leaks, and creates water pooling issues, as well as the repair and restoration of cement floors in the part of the building that serves the Food Bank. How It Fills a Gap in the Community The Crisis Center as an agency provides short-term crisis intervention to any resident of Johnson County. Our programs are free and without barriers, as there are no guidelines to be met other than residency. In that sense, the Crisis Center fills a gap for individuals seeking mental health, food assistance, and other services that require appointments, an application process, waiting periods for qualification, etc. This project will help the Crisis Center avoid costly maintenance that would affect its operating budget and potentially limit its ability to serve the public in crisis. Partnership with Existing Services/Facilities The Crisis Center has collaborative relationships with agencies and organizations throughout the county, including the Shelter House, Domestic Violence Intervention Program, Mid-Eastem Council on Chemical Abuse, Elder Services Inc., Table to Table, Goodwill of the Heartland and more as we strive to support and empower our neighbors in need. Public Facility, Planning & Other Projects 41 FYI I CDBG Funding Request 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 the "status" column, 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. 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 copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Expense Category (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget CDBG Funds Other Funds List Source of Other Funds Type Status Y ,C cM �. a E Please place an 'X" in the box that applies: Roof Replacement $26, 480.00 $ X Floor Repair & Restoration $28,073.50 $ X Volunteer Contribution (Total from Question # 11 $ Total $54,553.50 $ Amount of private\agency\other funds Amount of CDBG funds Total Project Funding Number of persons assisted Total cost per person Total CDBG Cost Per Person $ 0.00 $ 54,553.50 $ 54,553.50 4,942 (a) (b) (c) (a f b) (d) (see question 14) (e) (c - d) (f) (b _ d) Public Facility, Planning & Other Projects 42 FYI I CDBG Funding Request 11, If volunteers are used please describe how these volunteers are utilizedfor-theproposed 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 = $ Skilled labor ( ) hours x $ per hour = $ Total $ 12. Does the proposed project pay full property taxes? OYes NNo 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? OYes ZNo If yes, what is the percent of full taxes paid? and amount paid is $ 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: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: Spring 2011 Roof replacement, as weather permitting May — June 2011 Food Bank floor repair and restoration project Public Facility, Planning & Other Projects 43 FYI I CDBG Funding Request 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 application is funded, the information in this table will be used as income targeting for the CDBG Agreement). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI _4591 persons (a) _299 persons (b) _47 persons (c) _3 persons (d) 2 persons (e) _4942 persons (f) _99.9 % (a+b+c)=f Percent Iowa City Residents _89.0 Ivo *Crisis Center Food Bank program only — no income data is collected for 24-Hour Crisis Line callers or other program participants 15. Please select 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: Outcome: Z Suitable living environment O Decent affordable housing O Creating economic opportunities 0 Availability/accessibility O Affordability Output Indicator: 19 Persons O Households O Sustainability O Housing units All 4,942 persons who access the Crisis Center's Food Bank program will benefit from the flooring restoration project. The roof replacement guarantees a safe and functional work space for staff and the 250+ volunteers who provide direct program services to 15,000 additional residents. 16. On the attached map, indicate the location of the proposed project. See attached, 10-10.29 CDBG PublicFacilityApp FY11 Map Public Facility, Planning & Other Projects 44 FYI CDBG Funding Request 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) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) $18,141 $18,141 June 2008 FY09 (July 2008 - June 2009) FY10 (July 2009 - June 2010) 18. 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? Wes ONo If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. Public Facility, Planning & Other Projects 45 FYI CDBG Funding Request 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. Public Facility, Planning & Other Projects M. FYI CDBG Funding Request 47 Public Facility, Planning & Other Projects 1. Name of Project: Facility Rehab and Facade Improvements 2. Total Amount of CDBG Funds Requested: $175,000 3. Applicant Name: Iowa City Free Medical Clinic/Dick Parrott Free Dental Clinic (FMC/FDC� Applicant Address:2440 Towncrest Drive, Iowa City, IA 52240 DUNS Number: 180268385 Signature (please use blue ink):'�i'� r 4. Contact Person: Sandy Pickup Phone Number: 319-337-9727 Fax Number: 319-341-0054 Email Address: spickt�chsi,com 5. Location of proposed project: 2440 Towncrest Drive 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph), FMC/FDC ,nroAoses to refurbish the exterior of the clinic in keeping with the new plan design for the Towncrest area, All windows will be replaced with energy efficient windows. Attic insulation will be added, Energy efficient lighting will be installed throughout the clinic and security fighting in keeping with the facade design on the outside. 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. Health Services Priority Need Medium Priority Need Level (High, Medium or Low) Public Facility, Planning & Other Projects 48 FYI I CDBG Funding Request 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. FMC/FDC served over 2600 patients amounting to nearly 6,300 visits last year and the number of new patients using our services continues to increase each year, with 30% of all patients seen in the first quarter of FY11 being new patients All services are provided at no charge to the patients, though we do ask them to make a donation if they feel they can afford that. 86% of our patients are uninsured, another 9 % are underinsured receiving coverage through a state or federal program that does not provide the services they need and only 2% had private insurance, again this may not have covered the services they needed Nearly 500 of the patients seen last year were being treated fora chronic illness. This is the only free medical/dental clinic in Johnson County and one of the most active free clinics in the state. Insulation, windows and security lighting are all important accommodations to ensure a safe and efficient facility for patients, volunteers and staff. Beyond that, FMC/FDC wishes to be part of the Towncrest area redevelopment process and proposes to be a model for the neighborhood by being one of the first businesses to rebuild our f%gade FMC/FDC staff have been very involved in the planning meetings and feel that improvements on a building that serves low income people sends a message that patients are important, the Towncrest area is important and Free Medical Clinic/Free Dental Clinic services are important to the community at large This would also serve as a catalyst to demonstrate what existing buildings can look like when the full exterior remodel is done and could trigger additional investment in the area. FMC/FDC will seek other funding to enhance parking and plantings in keeping with the design plan. FMC/FDC partners with many area businesses and agencies including Hills Bank and Trust, UICCU, Towncrest Internal Medicine, Hospice, Church of the Nazarene, CVS UIHC and Mercy Iowa City. There is no other secured funding for the project or applicant contribution due to recent fundraising campaigns to purchase the building and remodel the interior. Public Facility, Planning & Other Projects 49 FY11 CDBG Funding Request 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 the "status" column, 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. 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 copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Expense Category (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget CDBG Funds Other Funds List Source of Other Funds Type Status � U p B E E Please place an 'X"in the box that applies: Windows $10,000 $ Lighting $12,000 $ Insulation $8,000 $ Roof, facade and brickwork $145,000 $ Volunteer Contribution (Total from Question #11 $ Total * 1 $175,000 $ *Contingencies for unforeseen issues are built into this amount Amount of private\agency\other funds $ (a) Amount of CDBG funds $175000 (b) Total Project Funding Number of persons assisted Total cost per person Total CDBG Cost Per Person $175 000 (c) (a + b) 2600 (d) (see question 14) (e) (c _ d) (f) (b = d) Public Facility, Planning & Other Projects +� FY11 CDBG Funding Request 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 ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Total Is I 12. Does the proposed project pay full property taxes? OYes ✓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 CINo If yes, what is the percent of full taxes paid? 100 % and amount paid is $14,000 in FY11 only 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: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: As soon as funding would be approved work would get underway as soon as possible. 51 Public Facility, Planning & Other Projects FY11 CDBG Funding Request 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 application is funded, the information in this table will be used as income targeting for the CDBG Agreement), Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI Percent Iowa City Residents 312 persons (a) 780 persons (b) 1300 persons (c) Z08 persons (d) persons (e) 2600 persons (f) 10096 (a+b+c)+f 60% 15. Please select 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: Outcome: ✓ Suitable living environment O Decent affordable housing 0 Creating economic opportunities ✓ Availability/accessibility Output Indicator: ✓ Persons 0 Affordability O Households 0 Sustainability O Housing units Objective: Make FMC/FDC a healthy and cost effective working environment for delivering vital health care and a catalyst for the Towncrest Redevelopment project. Outcome: Updated energy efficient windows, lighting and insulation will bring overall utility costs down. Updated facade will set the tone for redevelopment in the area. Output: 2600 patients (over 6000 visits) will be served in a healthy, safe and beautiful environment. 16. On the attached map, indicate the location of the proposed project. Public Facility, Planning & Other Projects 52 FY11 CDBG Funding Request 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) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (3uly 2007 - June 2008) 37,000 46,100 613012008 FY09 (July 2008 - June 2009) 93,272 93,272 0710112009 FY10 (3uly 2009 - June 2010) 5,000 5,000 1 0613012010 18. 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 nNo If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. Public Facility, Planning & Other Projects 55 FYI CDBG Funding Request 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. Public Facility, Planning & Other Projects 56 FYI CDBG Funding Request Public Facility, Planning & Other Proj 1. Name of Project: Teaching Green, Building Green 2. Total Amount of CDBG Funds Requested: $295,000 3. Applicant Name: Iowa Valley Habitat for Humanity Applicant Address: 2401 Scott Blvd., Iowa City, IA DUNS Number: 123204880 Signature (please use blue ink):—Z—A 4�' 4. Contact Person: Mark Patton Phone Number: 319.337.8949 Fax Number: 319,354.3527 Email Address: markpatton22@gmai/.com 5. Location of proposed project: 4764 420t' Southeast St., Iowa City (currently being annexed) 6. Did you attend the Applicant Workshop? Not Applicable. OCT 20, 2010 7. Brief summary of the proposed project (please limit response to a paragraph: The application is for the purchase and minor upgrades of an existing warehous%ffice building plus one acre of land to be used as a demonstration and teaching center for community members, YES! (Youth Empowerment), high school and Kirkwood students, trades, realtors and developers to learn how to build more green, demonstrate new green products, and build a super -efficient home each winter (out of the elements) to demonstrate the cost effectiveness of building with green materials The house will be moved to a permanent foundation in Iowa City after its completion each spring. 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. Employment Training, Youth Services: Both HIGH Priority Need Priority Need Level (High, Medium or Low) 58 .V 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. The Iowa City Community School District dropped the construction trades training program more than ayear ago. At the same time unemployment grew and the introduction of "green building" took place. The net result is a major gap in the training of both youth and adults in the construction trades as well as the need to train using the latest materials and techniques to improve the energy efficiency and the "green" qualities of homes. We are proposing purchasing an existing facility and making some minor improvements to have a classroom available for construction trades training for summer youth, Kirkwood construction students later on (ICCSD is in the process of determining how involved they want to be in construction trades training) and adults in the community all year round. Kirkwood has proposed college level courses related to construction management to area high schools and a decision to proceed on these courses will be made soon. However, Kirkwood Comm. College, the Greater Iowa City Area Home Builders Assn., the Iowa City Area Association of Realtors, YES! (Johnson County Social Services, Neighborhood Centers, Community Corrections, United Action for Youth and Four Oaks: see attached letters of support) have all expressed support and a willingness to cooperate in training youth and those with disabilities at this proposed facility. It is expected the existing building will be upgraded in the first year and funds will be sought from the community to expand the facility in the second year. Heating/cooling of buildings is the 2"d largest contributor to greenhouse warming of the earth. New materials, installation techniques and construction practices need to be taught to both young and old so that new Iowa City buildings can be built to save energy and old buildings can be retrofitted to be more energy efficient. 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. 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 copy of your overall agency budget. 59 Budget Breakdown (Include only those costs directly related to the project.) Expense Category (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget CDBG Funds Other Funds List Source of Other Funds Type Status S Y W v .a d� o E Acquisition m Please place an 'X"in the box that applies: Acquisition $ 220, 0.0.0 $ x Site lmprovemen s$ 75,00.0 $ x Closing costs $ $4 000 Hawke e Set x x Rehab space $ $5,000 Ia Val Hab x x Add Bldg 60x100 $ $40,000 Ia Val Hab x 2012 x Add bldg labor $ $29,200 Contractors x 2012 $ $ Volunteer Contribution Total from Question #11 $29, 200 Public x 2012 Total 1 $ 295,000 $107, 400 0 Amount of private\agency\other funds Amount of CDBG funds Total Project Funding Number of persons assisted Total cost per person Total CDBG Cost Per Person 107,400 (a) $ 295,000 (b) 02,400 230 annually 17,910 (c) (a + b) (d) (see question 14) (e) (c _ d) $ 12,390 (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 1000 hours x $10 per hour = $10,000 Skilled labor ( electrician ) 200 hours x $60 per hour = $12,000 Skilled labor ( plumbers) 120 hours x $ 60 per hour $7,200 Public Facility, Planning & Other Projects FYI I CDBG Funding Request 12. Does the proposed project pay full property taxes? []Yes xx 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? Xx Yes ONo If yes, what is the percent of full taxes paid? 30% and amount paid is $1600 per year, 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; If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: Dec 10- Feb 11: April -August: May -Nov: April -May Complete annexation, purchase site Connect to city services Upgrade insulation, paint, weatherize 2012: construct 60' x 100' addition 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 application is funded, the information in this table will be used as income targeting for the CDBGAgreement). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI Percent Iowa City Residents _55 persons (a) _76 persons (b) _40 persons (c) _25 persons (d) _40 persons (e) _230 persons (f) _71.7 % (a+b+c)=f 80% 15. Please select 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 O Suitable living environment O Decent affordable housing Outcome: O Availability/accessibility O Affordability Output Indicator: xx Persons OHouseholds xx Creating economic opportunities xx Sustainability O Housing units 16. On the attached map, indicate the locat 61 Site is in the process of being annexed and reznned at this time. 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) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) 117,000 117,000 Fall2011 FY09 (July 2008 - June 2009) 0 FY10 (July 2009 - June 2010) 114,000 60,000 Fall2012 18. 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? xxYes ONo 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. 63 ``1�two0 6301 Kirkwood tiled. S.W. P.Q. Box 2068 � Cedar liapids, Iowa Stri06 www.l(irl(wood.edu TO: Mark Patton Habitat for Humanity Iowa City, Iowa FROM: Jeff Mitchell, Dean of Industrial Education Kirkwood Community College Cedar Rapids, Iowa DATE: 10/28/2010 SUBJECT: Habitat for Humanity's application for the Community Development Block Grant (CDBG). Kirkwood Community College strongly supports Habitat for Humanity's application for the Community Development Block Grant (CDBG) Community Disaster loan to purchase and upgrade the buildings and property located at 4764 SE 420th Street, Iowa City, Iowa. Kirkwood values the potential for partnering with Habitat for Humanity to utilize this facility to conduct high school academies related to construction trades for Iowa City and surrounding area high schools. This partnership will help create a seamless pathway for high school students advance placing them in Kirkwood's Construction Management A.A.S. degree program upon graduation. Additional construction trade classes could also be taught at this facility for high school and college students along with course offerings to the general public of Iowa City. Thank Y u, Je Iy1i chell — Dean of Industrial Technologies Kirkwood Community College 64 Social Services Amy Correia, LMSW — Director October 28, 2010 Mark Patton Iowa Valley Habitat for Humanity Executive Director Iowa Valley Habitat for Humanity 2401 Scott Blvd. Iowa City, IA 52240 Dear Mark: It is my pleasure to write this letter of support for Iowa Valley Habitat for Humanity application to the City of Iowa City to purchase a facility that supports affordable housing production while also offering a program to build skills and experience in the construction trade. The Youth Empowered to Serve (YES!) program will collaborate with Habitat for Humanity to offer low-income teens a subsidized internship at your site. Teens will be available to help with the rehabilitation of the site that you purchase and to assist in finishing the interior of your proposed addition. As you move into housing production, YES! Teens maybe enrolled to learn important construction trade skills that will benefit them in the future. As part of this collaboration, the YES! program staff will develop a specific application form, interview applicants, and enroll teens. This enrollment process will include securing parental permission for teens to participate, and we will only accept teens 16 & 17 to work in this program. YES! staff will provide on -site supervision & coaching during all work shifts. With the end of the "student built house" program at City High, there are no structured educational programs within the Iowa City School District for students to learn skills and be exposed to the variety of trades involved with the construction industry. Past participants of our program struggle in the traditional classroom, and attending a 4-year, or even 2-year, institution of higher learning may not be a realistic goal immediately after high school. This program will expose teens to jobs that could provide a self-sufficiency wage post high school. The income gap continues to widen (with the lowest income quintile in Johnson County earning $10,462 and the highest $171,695) according to data in the United Way Community Needs Assessment (www.unitedwayjc.org). The average starting wage in even the lowest skill construction trade industry (roofers, painters, construction laborers) is $11.40 to $13.40 per hour (www.iowaworkfoce.=). Habitat for Humanit/s proposed project addresses a need for teens to be exposed to jobs that can assist them into a productive adulthood. I hope that this application receives serious consideration by the City of Iowa City. It offers an important investment in both affordable housing and job -training. Sincerely, Amy Correia, LMSW Johnson County Health & Human Services Bldg.• 855 S. Dubuque Street, Ste. 202B • Iowa City, IA 52240 • Phone 319.356.6090 • Fax 319.688.5711 65 Public Facility, Planning &,Other Projects 1. Name of Project: The Renaissance Center 2. Total Amount of CDBG Funds Requested: $1,700,000.00 3. Applicant Name: Jaron Varner Applicant Address: 3234 FriendshipAregt, Iowa City, Iowa 52245 DUNS Number: Signature (please use blue ink): 4. Contact Person: Jaron Varner j Phone Number: 319.855.0888 Fax Number: Email Address: renaworld313@gmail.com 5. Location of proposed project: 911 North Governor Street, Iowa City, Iowa 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph). Renaissance Remedial Services Inc. (see attached brochure), The New Sight Program (www.newsiahtinc.com) and The Iowa Youth Athletic League (www.nationalpal.org) is looking to purchase and renovate 911 N. Governor, in collaboration with Shive-Hattery Architecture (www.shive-hattea.com) to create The Renaissance Center, a new nonprofit facility that works in conjunction with these various entities as well as others. We are a positive youth development initiative that partners with at - risk youth to create opportunities for personal growth and civic engagement. We plan to implement programs that do not duplicate services but, rather, work in conjunction with already operating ones, filling in the gaps. Our objectives are to promote academic achievement, recreational activity, career development and self awareness; not limited exclusively to but 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. *Child Care Center (High) *Park/Recreation Facility (High) 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. Recent studies in the City Steps 2011-2015 Plan have shown that Iowa City lacks the necessary facilities for at -risk youth as well as affordable childcare (page 78). Also, the latest increase in obesity and diabetes among minority children indicates the critical need for a variety of extracurricular and athletic activities. In addition to health issues, the disproportionate number of minority representation in the justice system (as reported by the DMC Committee) clearly reflects an urgent call to further develop present healthy alternatives to idle time, low self-esteem and underachievement both scholastically and Public Facility, Planning & Other Projects FYI CDBG Funding Request Itecent:studies in.%e -City. 2011201S Plan have shown thatiowa City lacks the necessary facilities for2at-riskyootTi..as well as affordable childcare (page 78). Also, the latest increase in obesity and diabetes among minority children indicates the critical need for a variety of extracurricular and athletic activities. In addition to health issues, the disproportionate number of minority representation in the justice system (as reported by the DMC Committee) clearly reflects an urgent call to further develop present healthy alternatives to idle time, low self-esteem and underachievement both scholastically and professionally. We endeavor to create new ways to actively reach our community's at -risk youth, thus counteracting the cycle in which they presently exist. Our Programs will accomplish this through: (1) Relationships with positive adults (2) Involving youth in leadership positions (3) Increasing life skills (4) Increasing civic engagement and community stewardship (5) Learning healthy conflict resolution methods (6) Strengthening the family unit and (7) Gaining professional/fnancial responsibility. Key components of The Renaissance Center include: (1) After school programming complete with multipurpose rooms, private study rooms and a state of the art computer lab (2) A full service 5,000 sq/ft childcare center in collaboration with Kids Inc of Cedar Rapids (Donna Burke, CEO) (3) Family enrichment activities (4) Arts and cultural awareness projects (5) Community stewardship and civic engagement activities (6) Athletic/extracurricular activities utilizing a 2000 sq/ft fitness center/gymnasium. We will administer the Search Institute Developmental Assets Profile (DAP) to our youth on an annual basis. The DAP provides a way to document, quantify and portray adolescents' reports of the types and levels of developmental assets working in their lives. DAP is well suited for studying the effects of youth programs that are designed to enhance youth development and reduce negative outcomes. 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 the "status" column, 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. The number of youth served will be approximately 150 at any given time in the general center/programming area and 100 children in childcare (approximately one child for every 50 square feet). Our general programs will include (but are not limited to): (1) The Iowa Youth Athletic League (www.nationalpal.org) a nonprofit entity that hosts a variety of sports activities such as Baseball (In conjunction with USA Baseball), Martial Arts (In conjunction with USA Judo), Basketball (Jr. NBA/WNBA in conjunction with the NBA and WNBA), Football (Jr. NFL in conjunction with USA Football and the NFL), Golf (In conjunction with Hook A Kid On Golf), Gymnastics (Jr. Olympics in conjunction with the USA Olympic Committee), Soccer, Boxing (In conjunction with Everlast and USA Boxing), Field Hockey (Jr. NHL in conjunction with the NHL), etc. (2) Renaissance Remedial Services for at risk youth which is a for profit organization that will pay to have their program housed at this facility (3) Kids Inc Childcare which will pay to be housed at the facility and will generate a low end amount of $100 per child, per week, given the families qualify for funding and (4) General academic and overall enrichment activities as stated above. Property acquisition: $450,000 Architectural and Construction expenses: $1,000,000 Material and Administrative Costs: See Excel attachment form expense report 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 copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Public Facility, Planning & Other Projects 67 FY11 CDBG Funding Request Type Status Expense Category (e.g. salaries, acquisition, rehab) c �. If possible, please CDBG List Source of Y -P i13 E prioritize the budget Funds Other Funds Other Funds U a P/ease p/ace an 'X"in the box that applies: Acquisition of Bldg $ 450,000 $ X Jan. 2011 Remodeling Bldg $ 1,000,000 $ x Jan. 2011 Overhead for center $ 250,000 $ x Upon necessities, computer finish lab, office supplies, date utilities, daycare of furniture and toys, gym buld- equipment, etc. ing $ $ $ $ $ $ Volunteer Contribution $ Total from Question #11 Total $ 1.7 million $ negotiable Childcare, sports, Remedial Service Programming Amount of private\agency\other funds negotiable (a) Amount of CDBG funds $1,7001000 (b) Total Project Funding $1,7001000 +/- (c) (a + b) Number of persons assisted 250+/- (d) (see question 14) Total cost per person $6,800 (e) (c = d) Total CDBG Cost Per Person $6,800 (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 = $ Public Facility, Planning & Other Projects :: FYI I CDBG Funding Request Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Total $ 12. Does the proposed project pay full property taxes? X Yes ONo If yes, what is the estimated value of taxes generated from this Project? $ Information is Forthcoming If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes or a reduced tax rate? DYes MNo If yes, what is the percent of full taxes paid? 6 and amount paid is $ 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: If funded, this schedule will be used for any project agreement for the use of CDBG funding, Date: Description of Activity: 911 N. Governor is already zoned as a public facility; however, there may be additional requirements to make the childcare center up to code. We intend on breaking ground immediately following being awarded the necessary funds (January 2011) the site plan and architectural layout is in the works as of now and will be completed by January 2011. If necessary, we plan on applying for additional funding at the top of the year but wish to create a full functioning facility while optimizing the requested funds and stretching them as far as possible. The completion of the project is forecasted to be one fiscal year following the onset of construction. Any additional information is available upon reauest. 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 application is funded, the information in this table will be used as income targeting for the CDBG Agreement). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income 100 75 75 Total 250 Percent LMI Percent Iowa City Residents 1% 100% persons (a) persons (b) persons (c) persons (d) persons (e) persons (f) (a+b+c)+f 15. Please select 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: x Suitable living environment Decent affordable housing Creating economic opportunities •• Public Facility, Planning & Other Projects FY11 CDBG Funding Request Outcome: Availability/accessibility Affordability X Sustainability Output Indicator: X Persons Households Housing units 16. On the attached map, indicate the location of the proposed project. 911 N. Governor Iowa City, Iowa 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 yearJu/y 1 to June 30) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) FY09 (July 2008 - June 2009) FY10 (July 2009 - June 2010) 18. 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? X Yes ONo 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. Capacity: Should identify your organization and if any experience receiving/administering federal, state or local funding. What grants your organization has applied for previously, etc. New Sights Inc is a successful scholastic enrichment facility based in Des Moines Iowa that will be partnering with this project. Currently, the school houses approximately 70 students and bills approximately $40,000 per month. They have been active for over 5 years. Kids Inc is a multimillion dollar daycare chain based in Cedar Rapids Iowa. They will also be partnering with this project. Donna Burke, CEO of Kids Inc, projected our facility will generate a minimum of $100 per child, per week given their qualification for governmental financial assistance. Those families without these qualifications will pay a slightly higher rate. Renaissance Remedial Services is an up and coming program that is generating approximately $8,000 per child, for every 6 months of service (approximately $16,000 per child receiving services for a year or more). Iowa Department of Human Services FINANCIAL AND STATISTICAL REPORT FOR REMEDIAL SERVICES AGENCY NAME CITY PROVIDER NO. REPORT TYPE FYE RATE REFLECTED - 470-4414 (08/08) PROVIDER IDENTIFICATION PAGE Renaissance Remedial Services Iowa City 0702541 Projected December 31, 2011 Billed Unit Cost 96152 Health and Behavior Intervention -Individual Per 15 Min $ 22.01 96153 Health and Behavior Intervention -Group Per 15 Min $ 4.16 96154 Health and Behavior Intervention -Family Per 15 Min $ 26.33 H0037 Community Psychiatric Supportive Treatment Per Day $ 0.00 H2O01 Rehabilitation Program Per Half -Day $ 0.00 H2011 Crisis Intervention Service Per 15 Min $ 20.79 H2O14 Skills Training and Development Per 15 Min $ 0.00 71 Iowa Department of Human Services FINANCIAL AND STATISTICAL REPORT FOR REMEDIAL SERVICES CERTIFICATION PAGE AGENCY NAME Renaissance Remedial Services IRS ID# 366.62.5226 ADDRESS 3234 Friendship Street PROVIDER NO. 0702541 CITY, STATE, ZIP CODE Iowa City, Iowa, 52245 PERIOD OF REPORT: From 8.01.10 To 7.31.11 DATE OF FISCAL YEAR END 12.31.2011 ADMINISTRATOR NAME Versella James TELEPHONE NO. 319.855.0888 KAN E OF PERSON TO CONTACT P QUESTIONS ABOUT REPORT Jaron Varner TELEPH Does agency have an independent audit? = Yes, for year ending Has a copy ofthe latest independent audit been submitted? Flyes A. Type of Entity : =GOVERNME B. Type Of Control: =INDIVIDUAL C. Accounting Basis : =ACCRUAL D. Statistical Data For Period of Report : NT NON-PROFIT ORGANIZATION PARTNERSHIP MODIFIED CASH 1. Service Code 2. If subject to licensure, number of clients licensed for: 3 No. of units of service (licensed or staffed) a. Type of unit (15 Min, Daily, etc) 4. Total number of units of service provided 5. Total number of units of service provided for a. DHS clients b. Other clients 6. Percent of units provided to unit capacity (divide line 4 by line 3) Are the rates received from non-DHS clients the same as or 7. more than, POS rates for the same service? Indicate yes, or no, for each service. If no, explain. E. Form of Certification by Officer or Admini I CERTIFY that I have examined the a or prepared for this agency and that to t be: were prepared from the books and re or cost of care excludes expenses that a nt SIGNED ', F. Statement of Preparer (If Other Than I have prepared this report and to the 470-4414 (08/08) ONE NO. _ Ix No �No C�PROPRIETARY CORPORATION CASH O�S CORPORATION Groupare Only 96152 96153 96154 H0037 H2O01 H2O11 H2O14 Child Welfare Service Group Care Maintenance 8,800 9,500 1,500 1,900 15 Min 15 Min 15 Min Daily Half -Day 15 Min 15 Min Daily Dail 8,800 9,500 1,500 1,900 88001 95001 15001 1900 100.00% 100.00% 100.00% #DIV/0! #DfV/0! 100.00% #DIV/01 #DIV/01 #D(V/01 es yes yes yes yes yes yes yes es Provider Agency: schedules of revenues and expenses and the calculations of cost of service Wwledgg and belief they are true and correct. I also certify these schedules Xaccordance with instructions contained in this report, and allowable provide this care. (Date) it represents true and accurate data of the agency stated above. f (Date) 72 O ys 69 O O O O O O O O �, 69 6R 64 69 O C60) — l\ C L O rA _ x co.�A a A U U O GIs O O N ^ _ M 4 cz O M ^ &n 44 6R .L > C4 C6 j �+ 64 69 6qL. �Cr�Cr L C O 6s O 6R O 6seqC N N t- CN C)tn L O 7 ^ N M rh M V .W)-� CC C>Co Q CD in > C .ter 6s \,o L 69 6s 69 64 O tn > '> caN CO N CC \p 6> CC > > M ^ [ 'O ^ K C3 M rr (n 6s y C ram. d .a 64 ►r 69 6R 6s 6s Eji 6s 69 6s 69 6R 69 ^ IT y � a U 6 W Wo O o O o a CJ 60� 61) D 6s y W 10) 'c U A e V W W W H U 0 w =y z o � ad dQ O � � F 0 0 0 Z7 0 0 't E 6's 6s bs 69 69 U W O �+ en M y C7F 1. o650 U Q W W W _U > rA ri E" vWi rA OU U W W U �� w �ua z a i o w Q O¢ A z W WO H 'a90 � ¢w0� z as W z A x �, * y�E 1:6 Z �D L W o.., wo �C W OOO C7W�H v� zF vW dad c=ad W ad O W z��dz>v1U o w Er �.od -o 0 a Hw 3uz�zz O y U d0 a QwG11H �a"� H CC o H � a U a�Q Wwa�w o d o o00 OcncNnroi 0000 0000 0 EQ. H� �pE�- z �r er -Tv�od' rr � o,rnrn v a o W O-70aOC70 Q rr v� 73 a 00 tD 00 0 h p 0 0 ~ N O l0 p M h M 0 0 0 0 0 O O O O O O O 00 CJ n 00 a' N 6sO O 6os O Cl69 6s 64 64 N N N HCJ ;� O 64 69 64 64 ^� LIS 69 d 6) ,p L O a t1 o 64 0 69 0 69 0 69 0 69 0 69 o 69 0 69 0 64 0 69 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 69 69 69 69 69 69 6s 69 69 69 6s 69 69 69 69 60S 69 � L C r 69 Cl 6s Cl 64 0 64 0 f/i 0 6s Cl 64 0 64 0 6s 0 6s 0 0 0 0 0 0 0 0 0 0 vo 0 0 0 0 0 0 0 64 6s 6s 6H 64 6s 6s 6s 64 6s 64 6s 64 6s FA 64 6s ov3�a i bsi b 4 611)CL C 69 6R an � V ? = p d ri V1 L a� F y> Q 'd' O 00 t-N--"t O O, O 00 O " oo O O O N O O �P O O a\ 00 M O OHM O y M 69 M 64 U 69 �O Efi 69 rl --� 69 69 69 64 69 69 69 69 69 6R o O O o 69 64 � O R > R L � L r a b � w o rr F cC ►a � _ y 0 j co V1 c a a� o a O E- .o Q a=i x a �y c G == o CLCo /mow►/ V cu -u 0 a� a�i0 U c c0 � ��=0 ' N $�O w CD O U Qa000E- xrx0 F w�3 F■ QQOF O21:, O, - E- 0 0 0 0 0 0 0 0 0 0 0 0v00M HNFI N N N N N N N M N , N cy' N N V' N 7 N N N v'i N N N N o N v 74 O U ca N N 8 C3 Ly O N CL <Oz zw E� WO o a U d N O O r \�o O 0 0D O ON 00 [� M M O\ 14D 6q 69 C -69 6R 69 C2., R C rt 00 O O GD C N CD CD 110 M O 69 L O to CC > d p (A 69 6H ~ 6R L L 6R C rr O O O O O N 00 O O i O � 00 ,O vi O It 00 69 69 O O O O O O M 1.000 O 6s 59 r O 69 b M M O\ �O Q\ 00ti a, 0 0 6R 6%3 69 .-� 69 69 60q a U ss W W o 0 W � � G U W W W A 69 0 00M 0 O O O N "V M O a � N O 64 � y M M Q, 00.ri O ++ 69 69 69 69 69 69 i O 69 (� F FO,l IIIIIMz F1 O O 69 64 69 69 6R O O O O O 69 69 69 69 6R O O O 0000 000 �O D Cl O 69 69 sA 69 69 O O O O O O O O O O O Cl O 0 0 O 6s O 6R 0 0 000 000 N O_ O .r O O IS64 M 69 en.�. 64 69 69 69 69 69 69 0 0 69 69 MEMEEMEN O O O 0 O O 0 0 0 0 O b N 69 69 GIs 69 69 6) I IQ%l "O N � � W � W � U F U o N.n U C zrL ry W C� z d❑ 0 w F4 °' z Q ad a Q -L; .y u F d y F-F b p -0 F. b Gn daOUOF xa;0� ��F dd0� O �w°0� F U ri POr O N O O Ws: 0 0 Cl C)0 -f �� N ,--� •-, N N N N M M M M �h lzt eh v) W) N N N N N - �� N N N N I N N N N h N kn N kn N toz N N N v 75 Public Facility, Planning & Other Projects 1. Name of Project: Mayor's Youth Empowerment Program (MYEP) Service Center Rehab Phase 3: Project 1 :( Upstairs Renovation M3,069.M Project 2• (Property Acauisition and Rehab $450,000) 2. Total Amount of CDBG Funds Requested: $ $533,069.35 ( x Hundred Twenty three Thousands sixty nine dollars and 35 cents 3. Applicant Name: RoaerLusa/a Applicant Address: 407Hiah/and Court, P. O BOX 307 Iowa City IA 52244 DUNS Number: 01 14MR77 Signature (please 4. Contact Person: Phone Number: 319:341-0060Ext. 7001 Fax Number: 888-88.3-1235 Email Address: rlusala§myep.us 5. Location of proposed project: 407 High/and Court; Iowa City IA 52240 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph). Project 1 /$183,069.35): This aroiect consists of the upstairs renovation and comp/etion of the facility rehab for therapy, counseling office spacespM and meeting rooms Thisproiect will include the demolition and subsequent creation of two sets of non -conforming stairs to meet City of Iowa City Code framing sheetrock and palntina of walls for the aforementioned rooms extension of an existing floor adding usable square footacLe floor coverincZ plumbing for a bathroom replacement of an old furnace replacement of 2 old air cond/t/on/na units and the addition of one new air conditioning unit to help create a more energy erfic%ncy building Also included will be all the electrical demolition work and then an upgrade to the electrical system including the cat 6 cables pulled to 10 different locations wiring for the new furnace and AC unit disconnection of 2 existing AC units and the reconnection of the 2 new AC units. installation of GFI outlets provision of 31 receptacles 3 emergency lights 26 - 2x4 lay /n lights with related switching Project 2($450,000) t$350 000 for property acquisition and $100 00 for rehab inc/udina new ndt-ma lot side wafts green space and build out • This project consists of acquiring the 2 pett adjacent to MYEP on the south side 1208 S Gilbert Court which was home to the auto shop, Star Motors This auto sh�v as not been open for over a Year and the pMqe's back and is now a iunk yard with several dead vehicles inc/uding buses. tractors, cars and other equipment construed around the property The �vroperz is not o 76 neighborhood eves soar, but more importantly has become a safety risk for the entire community Man transients have begun calling these abandoned vehicles their homes Unfortunately the police have been called to this location numerous times to deal with individuals who are trespassing consuming alcohol and drums engaging in fights causing Iiniury and general property destruction MYEP would like to revita/ize this property to include the deve%pment of parking areas and green spaces as well as creation of two distinct community sites MYEP would establish Dark/ng in the rear of the building to hem alleviate the scarcity of street parking in the area and we would also add a green space with playground =Wment for the children in our after school program and for community use as well MYEP would incorporate the existing auto shop building by creating two distinct spaces• the first would serve as an after School Resource Center where kids in our program and other programs such as the Salvation Army, the Crisis Center or even the Shelter House may utilize the space to do homework or activities We will create an area with computers books games, and other resources to be shared by the community and finally, uti/ize the back building space as a garage to store MYEP'; vehicles and equipment which would heln to free up spaces /n the front of our bu/ld/ng and on the street. The second area would be des/oned as an Employment Training Center for a range of aopu/at/ons.• individuals with disab/l/ties at -risk Youth and the under employed In this second space MYEP would like to open a Coffee Shop that would serve the commun/ty coffee pastries and snacks in order to create supported employment opportun/t/es for adults with d/sabll/t/es and youths /n the afternoon The rear of the second space will be an Employment Training Center where people would learn necessary job skills to hem them obtain paying positions /n our commun&. We have had success estab//shIna relationships with businesses willing to work with our organization such as McDonald'; Restaurant, Menards and Farewav just to name a few. Based on our =utat/on for Job coach/ng and support/ng individuals with disabilities businesses are more will/ng to hire adults with d/sab//lt/es at-r/sk youth and the under employed /f we help to provide the training before they are placed with these potential employers. This center will afford us the ability to expand these relationships and better serve the under employed populations by help/ng to create more qualified ski/led workers and ultimately making a Mgt/ye Impact on the unemployment rate that exists /n our comm" 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. Handicap Center and Child Care Child Care (High) & Handicap Center (Medium) Priority Need Priority Need Level (High, Medium or Low) 77 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. These projects are needed because they achieve the CITY STEPS Goals 1 Childcare These projects will support affordable childcare for children with disabilities as stated on the CTrYSTEPS Goal (P78), 2 SelfSufficiency These projects will promote and support self-esteem enhancement family and parental counsel/ng ski/ls development and communication skills (P• 79). 3.• Education /Job Training / Self Sufficiency Skills These projects support job training for individuals with disabilities at -risk youth and the under emp/oyed MYEP is amongst a small number of agencies in the Iowa City area providing services to individuals with disabi/ities however MYEP is the only agency in the Iowa City area providing an after school programs for children with develo mental disabilities from kindergarten through high school ages and the only agency providing Youth employment opportunities for area at -risk youth in high school in connection with youth who have developmental disabilities. MYEP's mission is to provide advocacy and support to at -risk youth children and adults with disabilities who face barriers to independence and resources to their families For many years MYEP provided services funded b various local, state, and federal grants As fundIng from grants dwindled MYEP expanded to sales of services to agencies such as the Department of Human Services (DHS) Mental Health and Disability Services (MH/DS and the Iowa City Community School District (ICCSD) MYEP began as a federal initiative encouragjng cities to provide summer employment opportunities for disadvantaged youth and Young adults- primarily between the ages of 14-24 Since that time MYEP has been active in offering direct, supportive programs to individuals with disabilities and area at -risk youth From 1968 through 1996, MYEP was considered a quasi -department of the City of Iowa City In 1996 MYEP filed for and became a 501(c Q) pr/vate non probt corporation. In 200L MYEP became an approved service provider under the State of Iowa Medicaid Waiver Home and Community Based Service fHCBS) through these contracts MYEP provides Individual Group and Camp Respite Care, Suaported Community Living both Hourly and Res/dent/ally Job Coaching and Job placement Prevocational Services. Adult Day- Hab///tat/on Services Adult Day Care Consumer Direct Attendant Care (CDAC) and continues to expand its services under the following Waivers: Intellectual D/sab///ty Waiver (formal/v known as Mental Retardation Waiver), Ill and Hand/capped Waiver Brain Inga Waiver Physical Disability Waiver Children Mental Health Waiver, and Residential Based Supported Commun/ty Living Waiver MYEP current/v serves over 230 fami//es In add/t/on to our Med/ca/d services MYEP prov/des services to area at- riskYouth through our Youth Leadership Program and the FASTRACProgram. The Youth Leadership Program supports area at risk Youth to become socially, morally emotionally, physical/ and nd cognitively competent and contributing members of the communily. MYEP promotes four areas that have proven to foster the best results while working with youth; integration of family, peers and the community positive adult and Youth Interaction work based learning with area businesses and commun/ty services The curriculum of the Youth Leadershia Program Includes; money management; prevent/ng /dent/fying and report/ng domestic physical and sexual abuse; preventing bullies • on-line safe& Ws commun/ty services • the importance of cost secondary education and many more. The FASTRAC Program. FasTrac Co/%ae Bound Program Often students Involved /n leadership act/v/t/es are also Interested /n college but the Idea offormna down an unknown path /s filled with fear and confus/on. This FasTrac Program walks students and their fami//es through the admiss/on process by informing students and the/r family of the required coursework for co/loge admission assisting in nay/gating the appl/cat/on process including introducing them to state and federal grants loans and scholarship searches The FasTrac College Bound Program also designs activities where students learn applicable skills such as producing web sites creating simple machlngM and also creating portfol%s assisting students in accessing local universit/es and colleges through campus visits and also provides students with the opportunity to 78 A* college classes while still in h/ah school In the past two years araduating seniors who participated in the FasTrac program have all applied and have been accepted to a college. There were five in 2008-2009 and eighteen in 2009 2010. This is quite a feat considering where they started from. FasTrac-E FasTrac-E provides alter school and summer programs for youth in grades 4-6 and will expand to include grades K-3 as well in order to set programs in place that can protect children from adverse influences FasTrac-E works to Morove academic performance by focusing attention on areas causing stress and underachievement The grogram aims to enhance academic and social skills as students learn to handle conflict and challenges more effectively, and to interact with junior high and hiah school FasTrac students. During the hours following school is when iuven//e crime hits the highest incidence rates community -based after school and summer programs which are compreheas can reduce the Juvenile criminal activity or being a victim of such and lessens the likelihood to engage in risky behavior such as drugs alcohol and tobacco therefore FasTrac-E is developing into a high an/or. MYEP has provided services in Iowa City since 1968. MYEP has served an immeasurable number of youth and their families. MYEP was awarded $90,000 from CDBG to complete Phased 2 to rehab the exterior of the building. Phase 2 of this pro%t is under way and is currently on schedule. 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 the "status" column, 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. 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 copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Type Status c 0 Expense Category mAntici m (e.g. salaries, In - paw i acquisition, rehab) Kind Date t If possible, please prioritize the Other List Source of e budget CDBG Funds Funds Other Funds d Please place an Win the box that applies; Upstairs renovation $129,839 $0 X 411111 Electrical upgrade $22,250 $O X 411111 Furnace and Air $30,000 $0 X 411111 conditioners 79 Budget Breakdown (Include only those costs directly related to the project.) Type Status c 0 Expense Category mMtici (e.g. salaries, In - Pam m i acquisition, rehab) Kind Date t If possible, please t prioritize the Other List Source of e budget CDBG Funds Funds Other Funds d Fire systems upgrade $980,35 $0 X 411111 Property Acquisition $350,000 $0 X 411111 (1208 Gilbert Court) Property Rehab (1208 $100,000 $0 X 411111 Gilbert Court) Volunteer Contribution $5,000 Volunteer Work X 411111 Total from Question #11 Total 1 $633,069.35 $5,000 Amount of private\agency\other funds Amount of CDBG funds Total Project Funding Number of persons assisted Total cost per person Total CDBG Cost per Person $ 5 000 (a) $ 633,069.35 (b) $ M069.35 (c) (a + b) 237 (d) (see question 14) $ Z,692.28 (e) (c - d) $ 2 671.18 (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 500 hours x $10 per hour = $5,000 Skilled labor ( ) hours x $ per hour = $0 Skilled labor ( ) hours x $ per hour = $0 Total $5,000 12. Does the proposed project pay full property taxes? ® Yes ONo If yes, what is the estimated value of taxes generated from this Project? $ 19,000.00 :M If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes or a reduced tax rate? []Yes ONo If yes, what is the percent of full taxes paid? % and amount paid is $ 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; If funded, this schedule will be used for any project agreement for the use of CDBG funding, Date: Description of Activity: January 2011 Fund Available • February 1-15, 2011 Building Acquisition • February 15-25, 2011 Solicit Construction bids • March 1, 2011 Select Contractors • March 15 to June 15, 2011 Start Construction Project • October 1, 2011 Project completion 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 application is funded, the information in this table will be used as income targeting for the CDBGAgreement). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI Percent Iowa City Residents 117 37 47 36 0 persons (a) persons (b) persons (c) persons (d) persons (e) 27 persons (f) 84.8% 92.5% (a+b+c)-f 15. Please select 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: Outcome: O Suitable living environment O Decent affordable housing ® Creating economic opportunities ® Availability/accessibility O Affordability ® Sustainability 81 Output Indicator: ® Persons O Households O Housing units 16. On the attached map, indicate the location of the proposed project. 17. Please list amount of CDBG funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fisca/year July 1 to June 30) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) 0 FY09 (July 2008 - June 2009) 0 FY10 (July 2009 - June 2010) $90,000 $79,129,23 1 In progress 18. 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 ONo If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 82 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. 83 Public Facility, Planning other Projects - 1. Name of Project: Comprehensive Renovation for MECCA Residential and Administrative Facilities 2. Total Amount of CDBG Funds Requested: $ 592,271.57 3. Applicant Name: Mid -Eastern Council on Chemical Abuse (MECCA) Applicant Address:__ 430 Southgate Ave., Iowa City, IA 52240 DUNS Number: 080310204 Signature (please use blue ink): 4. Contact Person: Ronald Berg, CEO Phone Number. Q19) 351-4357 Fax Number: (319) 351-4907 Email Address: rberg(abmeccaia.com 5. Location of proposed project: 430 Southgate Avenue and 238 Stevens Drive 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph). MECCA proposes to implement comprehensive renovations to its main residential / outpatient facility and administrative offices in Iowa City. These renovations are necessary in order for MECCA to maintain a physical environment that is most conducive to successful client outcomes and administrative capacity, and will constitute the first substantial upgrade for MECCA facilities since 2000. We have made these renovations a priority because treatment clients have indicated in recent surveys that their primary complaint is the overall physical environment for treatment. In addition, the new outlook for health care reform will require that MECCA be able to streamline its administrative and clinical operations by consolidating available office and clinical space more efficiently. Moreover, MECCA has made compliance with NIATx (Network for the Improvement of Addiction Treatment) and CARF (Commission on Accreditation of Rehabilitation Facilities) provisions for a "warm and welcoming" environment an integral part of its long-term strategic plan. 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. Homeless and Homeless Prevention Activities Priority Need High Priority Need Level (High, Medium or Low) Public Facility, Planning & Other Projects 85 FYI CDBG Funding Request 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. Addiction disorders are both preventable and treatable. But according to a 2005 report issued by the State of Iowa, each Iowan paid over $300 in taxes to deal with the burden of substance abuse and addiction in their social programs, compared to only $9 for prevention and treatment. This means that 95.8 cents of every dollar the state spent on substance abuse went to pay for the burden of this problem on other public programs like — • the criminal justice system • juvenile justice highways • child welfare mental health systems education • temporary housing • emergency care • state payrolls Conversely, according to another study at Iowa State University, every dollar spent on treatment and prevention actually saves about ten dollars in these same costs to the state. Addiction reaches beyond the individual to adversely affect family members, friends, co-workers and the communities where we all live. Yet, the most recent report finds that overall drug use in the U.S. has increased significantly in 2009 (SAMSHA). Substance Abuse Treatment is considered a high priority in the 2011-15 CITY STEPS consolidated plan for Homeless and Homeless Prevention in Iowa City. MECCA's main treatment facility located at 430 Southgate Avenue provides clinical space for outpatient substance abuse treatment and sleeping, eating and washing facilities for up to 32 individuals in residential treatment and 6 individuals in detoxification. This facility is staffed with professionally licensed counselors and clinicians who provide substance abuse clients with the most up-to- date evidence -based treatment counseling in a safe and monitored environment. We have made these proposed renovations a priority for the following three reasons: 1) Recent surveys (2009 and 2010) conducted by MECCA have indicated the overall physical environment as the number one complaint among clients, particularly the lobby area, which is too small for such a high traffic area. We propose to build an addition to expand the lobby so it can comfortably accommodate the number of clients and other visitors to this facility. The complaints also extended to the rest of the facility, including stained carpeting, broken and stained ceiling tiles, worn walls, old lighting and windows. This facility sees over 3,000 (unduplicated) clients every year in addition to the staff and other agency personnel who provide services there and has not had significant upgrades since 2000. 2) MECCA has made compliance with CARF (Commission on Accreditation of Rehabilitation Facilities) a high priority in our vision of the standard of service we believe all clients deserve as well as the kind of service we are committed to delivering. Prominent in their view is a mandate for a "warm and welcoming" environment as essential to a positive treatment experience which, in turn, promotes more successful long-term recovery. Accreditation is contingent upon a "warm and welcoming" physical environment for treatment clients. Public Facility, Planning & Other Projects86 FYI CDBG Funding Request 3) The new environment for health care reform will have significant ramifications for all providers state-wide. Locally, this will require that MECCA be able to, among other things, streamline its administrative and clinical operations. A major step in this direction will to add five new offices at Stevens Drive. These new offices will allow us to relocate our Synchrony (EAP) and administrative staff currently at 438 Southgate to Stevens Drive, which will then open up additional space at Southgate for client services. In addition, this change in office assignments will also better accommodate the Sixth Judicial Districts office sharing at our Southgate Avenue offices. These renovations will provide a higher quality of service for individuals in recovery while supporting MECCA's efforts to maintain national standards for addiction treatment providers and help us to prepare for the future of health care as a leader in recovery oriented systems of care. We are actively involved with Criminal Justice Coordinating Committees, the Johnson County Empowerment Board, Decategorization committees, Juvenile Crime Board, Juvenile Justice Youth Development Policy Board, Iowa City schools, to help facilitate treatment services. MECCA also continues to partner with local agencies and organizations to leverage the capacity in the community to better serve our clients, most of whom are Iowa City residents. 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 the "status" column, 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. 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 copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Type Status Expense Category (e.g. salaries, acqulslhon, List rehab) Source If possible, please prioritize Funds Other of Other emu, the budget CDBG Funds Funds M 13 c Resldenifal Facility/ 430 Please place an 'A"in the Southgate box that applies: Expand lobby area, replace $464,239 $24,434 MECCA x 1/1/11 windows, upgrade fixtures and finishes throughout facility Renovation oP238 Stevens Drive Five new olf1ces, new conference 98,418 $5,180 MECCA x 1/1/11 WA Public Facility, Planning & Other Projects FY11 CDBG Funding Request Budget Breakdown (Include only those costs directly related to the project.) Type Status Expense Category (e.g, sa/ar/es, aciqu/sIffon, List rehab) Source = E If possible, please prioritize Other of Other s the budget CDBG Funds Funds Funds C c room and lobby area Volunteer Contribution $ (Total from Question # 11 TOW $562,657 $29,614 Amount of private\agency\other funds $_ 29,614 (a) Amount of CDBG funds $ 562.657 (b) Total Project Funding 592,271 (c) (a t b) Number of persons assisted 3,250 (d) (see question 14) Total cost per person $ 182.23 (e) (c _ d) Total CDBG Cost Per Person $ 173.12 (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 ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Total 1,4 12. Does the proposed project pay full property taxes? Oyes X 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? X Yes ONo If yes, what is the percent of full taxes paid? 66 % and amount paid is $ 25 000 Public Facility, Planning & Other Projects IN FYI CDBG Funding Request *MECCA pays $25, 000 / year in property taxes for our 12 transitional housing units located at 438 Southgate. We do not pay taxes for the frrst floor of the building, which consists of offices, nor does MECCA pay property taxes on our properties at 430 Southgate or Stevens Drive. 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: If funded, this schedule wlll be used for any projectagmement for the use of CDBG funding. Date: Description of Activity: Feb. 2011 MECCA will begin renovation projects one month after contract has been finalized and will complete all renovations nine months later, around November 2011. Public Facility, Planning & Other Projects FYI CDBG Funding Request 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 application is funded, the Information in this table will be used as income targeting for Me CDBG Agrwment). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI Percent Iowa City Residents 1968 persons (a) 280 persons (b) 108 persons (c) 24 persons (d) 16 persons (e) 2401 * persons (l) 98 % (a+b+c) :=f 30.3 0 ** * 849 clients did not report an income. Total client count is actually 3250. ** 987 clients reported an Iowa City / Coralville address, which is 30.3% of 3250. 15. Please select 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: Outcome: x Suitable living environment O Decent affordable housing O Creating economic opportunities X Availability/accessibility O Affordability Output Indicator. X Persons O Households 16. On the attached map, indicate the location of the proposed project. O Sustainability D Housing units Public Facility, Planning & Other Projects M FY11 CDBG Funding Request a !i 'i ii 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) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) aid to agency only End of FY08 FY09 (July 2008 - June 2009) $11,400 $11,400 End of FY09 FY10 (July 2009 - June 2010) $32,399 $32,399 End of FY10 18. 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? X Yes 0% 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. Public Facility, Planning & Other Projects 91 FYI CDBG Funding Request 92 Public Facility, Planning & OtherProjects Name of Project: Broadway Learning Center 2. Total Amount of CDBG Funds Requested: $395,000 3. Applicant Name: Neighborhood Centers oflohnson County Applicant Address: P.O. Box2491, Iowa City IA 52244 DUNS Number: 18-0290-9117 Signature (please use blue ink): 4. Contact Person: Phone Number: 319-358-0438 Fax Number: 319-358-0484 Email Address: brian-l�q c org 5. Location of proposed project: 1060 Cross ParkAvenue, Iowa City 6. Did you attend the Applicant Workshop? NotAaplicable. 7. Brief summary of the proposed project (please limit response to a paragraph). Neighborhood Centers of Johnson County (NOC) is requesting support for the purchase of additional space in the southeast corner of Pepperwood Plaza (the space formerly used by Mayors Youth). We are looking to create space for school-age/youth programming and adult and parent education programming and to create collaborative opportunities for co -location of people, organizations and activities. The 5000 sq ft of space would allow us to expand existing afterschool programming, teen groups, our LEAD program, Kirkwood English Language Learning and high school completion classes and summer camp as well as seek out new partnerships and opportunities for the youth and adults in the Broadway and Grant Wood neighborhoods. 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. Neighborhood/Youth Facilities Priority Need High Priority Need Level (High, Medium or Low) Public Facility, Planning & Other Projects 93 FY11 CDBG Funding Request 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. Iowa City: Supporting Youth and Families in Low Income Neighborhoods For the past decade, Iowa City has been experiencing a demographic shift partially expressed by an increase in low-income families. Many of these families have settled in southeast Iowa City, an area served by NCJC through our Broadway Neighborhood Center. The purpose of this application is to expand neighborhood capacity to reach and serve this low-income population and create a space to foster innovative partnerships and programs. Neighborhood schools are reflecting this demographic shift with increased free and reduced lunch eligibility. The area that has experienced one of the largest increases has been Grant Wood Elementary School, located in southeast Iowa City and served by NCJC. From 1997 to 2009, the Grant Wood School free/reduced lunch enrollment went from 29% to 65%. With an enrollment of around 530 children that means almost 340 children at Grant Wood are eligible the for free/reduced lunch program. During that same period, the minority population at that school jumped from 20% to 55%. Furthermore, 16% of students at Grant Wood come from families for whom Spanish is the first language. Research has clearly established a strong correlation between family income and a child's health and school success. The most vulnerable in this equation are low-income, minority children who face the greatest risk for school failure. Need for Additional Multi -Purpose Space Since the mid-1990s our programming for youth and adults, along with our capacity to leverage new resources in SE Iowa City, has been limited due to a lack of space. Our primary space in southeast Iowa City is the Broadway Neighborhood Center located at 2105 Broadway Street, a 6500 square foot building we opened in 1990. For the first few years we inhabited the Broadway Center, the bulk of our programming was for school -age children and adults. However, by the mid-1990s, both state and federal welfare reform initiatives focused on moving recipients of public assistance into full-time employment. Consequently, with parents working full-time, the demand for childcare, particularly for preschool -age children (birth to 4 years), exploded. In response, we added infant and toddler classrooms and committed more of the Broadway Center multi -purpose space for use by early childhood programs. In response to the repurposing of the Broadway Center, our board of directors reviewed space needs for NCJC and partner programs in the southeast quadrant of Iowa City. We determined that there was a need for more multipurpose space to allow for more youth and adult programming and community events. Coincidently, at that time we looked at purchasing the area of Pepperwood Plaza that is contained in this application. Ultimately, the property owner, Southgate Development, decided against making one section of the building a condominium and we put our plan on a shelf to wait for the next opportunity. In the meantime, we have been resourceful in partnering to create a place for youth and adults. For instance, we have expanded to lead the licensed afterschool program at Mark Twain Elementary School, and we have partnered with the Iowa City Community School District on afterschool programs at Grant Wood School. We have also partnered with Parkview Church on summer and afterschool programs and made use of outdoor neighborhood spaces during good weather. But we have not pursued programming opportunities or sought out new collaborative opportunities because we simply lacked space to carry them out. Expanding Opportunities — Creating Success Facilities are key to the success of our programming. Program environments are second only to the quality of staff and teachers in shaping successful outcomes for children. In addition to creating needed space for existing programs and activities, we also envision the Broadway Learning Centers as a laboratory for new ideas and new projects. Likewise, our competitiveness in leveraging financial support for youth and adult programming will be improved through access to additional space. Nevertheless, the success of our existing programming and our ability and to leverage new funding is contingent upon our capacity to maintain our facilities. Neighborhood Centers has a number of existing partnerships with institutions, organizations and groups. We see the partnerships as adding value to our methods and mission Public Facility, Planning & Other Projects 94 FYI I CDBG Funding Request by bring resources and expertise into an under-resourced area of Iowa City. Below we have listed several existing partnerships that will make use of the Broadway Learning Center, along with program expansion opportunities that will be created by the additional space. Partner Partners and Collaborative Descriptions Expansion Opportunities Iowa City Community ✓ Provide school space for family, youth and ✓ Expansion of ASP tutoring program School District (ICCSD) childcare programs. to serve more youth. ✓ Assist with identifying and referring youth to ✓ Expansion of ASP enrichment NCJC ASP and tutoring programs. programming to serve more youth. ✓ Enrichment partners in the 215L Century ✓ Addition of teen employment programming. programming. Kirkwood Community ✓ Provide classes on -site at NCJC and KCC for ✓ Expansion of neighborhood -based College both GED and ELL completion. GED and ELL programming. (KCC) ✓ Assist with tutor training in GED and ELL ✓ Expansion of tutoring opportunities programming. for area adults. Sixth Judicial District ✓ Provide office space for probation/parole ✓ Provide Restorative Justice of Iowa officer. Committee meeting space. Community ✓ Provide office and program space for ✓ Provide expansion of available Corrections Children of Promise. program space and office space for Improvement ✓ Assist with identifying youth and children for COP. Association placement. Mobile Health Clinic: ✓ Provide space for medical assessment and ✓ Expand the Mobile Health Clinic to University of Iowa services for children and parents at Pheasant serve Broadway families. Hospitals and Clinics Ridge. ✓ Assist families in identifying a primary health home for on -going medical care. Iowa City Public ✓ Provide a resource library in two targeted ✓ Expand or relocate the ICPL Library Centers that are available to families. Broadway branch to new, larger ✓ During summer, provides bus service from location. Broadway, Pheasant Ridge, and Forest View ✓ Broader outreach services for neighborhoods to the library. families available. ✓ Provide on -site children's programs in ✓ Conduct story time outreach at new targeted neighborhoods. location. Wendell -Johnson ✓ Provide early literacy screenings and ✓ Expand Wendell -Johnson Services Speech and Hearing language services at Pheasant Ridge with to serve families and children living Clinic: each four-year old child in program. on the SE side. University of Iowa Johnson County ✓ Assist with identification of children for ✓ Space for Family Team Meetings. Department of programs. Provides information regarding ✓ Space for Community Liaison Human Services childcare funding for parents and program Events and parent groups. staff. ✓ Space for Parent Partner outreach ✓ Provide training on Family Team Meetings. events. ✓ Provide funding and guidance to Parent ✓ Relocate space for DHS and/or Partner program and the Community Liaison Community Liaison to expand program in place at the Centers. outreach services to families. ✓ Co-chair the Breakthrough Series Collaborative (BSC). Mid -Eastern ✓ Facilitate parenting series "Parenting Well ✓ Relocate AA and NA support groups Community Mental While You're Depressed" which is available to to the target neighborhood. Health participating families. Job Training ✓ Provide referrals to the program. ✓ Expansion of job training activities Partnership Act (JTPA) ✓ Provide job training for adults ready to enter and programs available on -site to the workforce. area adults. ✓ Assist in identifying childcare funding. Johnson County ✓ Provide science and math programming for ✓ Expansion of summer camp Extension Service eligible youth in summer camps at Pheasant programming to serve more youth Ridge, Broadway, Forest View, and and older youth. 95 Public Facility, Planning & Other Projects FYI CDBG Funding Request Breckenridge neighborhoods. City of Iowa City ✓ Numerous partnerships in place to serve ✓ Relocate space available for City to area youth and families expand outreach services to families. ✓ Meeting and event space available. Johnson County Social ✓ Numerous partnerships in place to serve ✓ Relocate space available for City to Services area youth and families expand outreach services to families. ✓ Meeting and event space available. United Way ✓ Relocate space available for City to expand outreach services to families. ✓ Meeting and event space available. ✓ Provide space for new AmeriCorps and VISTA positions 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 the "status" column, 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. 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 copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Type Status Expense Category (e.g. salaries, 10 acquisition, rehab) CDBG Y p B £ If possible, please List Source of E prioritize the budget Funds Other Funds Other Funds U do o Please place an Win the box that applies. - Acquisition of 5000 square $375, 000 $ feet of prpyram and office space at 1060 Cross Park Avenue Site plan and as built $3,500 Southgate X X plans certified by engineer etc Declaration and legal $ $1,200 Southgate X X documents, recording Initial rehab and $20,000 $5,000 Private X 711111 improvements - Donations paint/carpet/concrete floor treatment Office and programming $ $2,500 NCJC X X 711111 1 C Public Facility, Planning & Other Projects 96 FY11 CDBG Funding Request Budget Breakdown (Include only those costs directly related to the project.) Expense Category (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget CDBG Funds Other Funds List Source of Other Funds Type Status V c Y 14 a U I I E E furniture, supplies and equipment $ $ Volunteer Contribution Total from Question #11 $3,500 X C Total I $ $ Amount of private\agency\other funds $15,700 (a) Amount of CDBG funds $395,000 (b) Total Project Funding $410,700 (c) (a + b) Number of persons assisted 950 (d) (see question 14) Total cost per person $411 ( e ) (c - d) Total CDBG Cost Per Person $395 (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 350 hours x $10 per hour = $3500 Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Total 1 40500 We will be using some volunteer labor from Hope House residential facility for the Sixth Judicial District to paint, clean and general preparation of the facility. 12. Does the proposed project pay full property taxes? Oyes /No If yes, what is the estimated value of taxes generated from this Project? $ Public Facility, Planning & Other Projects 97 FY11 CDBG Funding Request If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes or a reduced tax rate? DYes ✓No If yes, what is the percent of full taxes paid? % and amount paid is $ 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; If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: August 31, 2011 Finalize purchase of the Broadway Learning Center September 30, 2011 Finish carpet replacement, painting, general building preparation October 15, 2011 Move in and begin programming Note: Project can begin sooner if funds are a vailable 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 application is funded, the information in this table will be used as income targeting for the CDBG Agreement) Number between 0 - 30% median income 800 persons (a) Number between 31 - 50% median income 150 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 950 persons (f) Percent LMI 100% (a + b + c) = f Percent Iowa City Residents 1.4916 15. Please select 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: Outcome: O Suitable living environment O Decent affordable housing ✓ Creating economic opportunities O Availability/accessibility Output Indicator: ✓ Persons The process indicators for this project will include: • Acquisition of the property • Preparation of building for program use O Affordability O Households ✓Sustainability O Housing units Public Facility, Planning & Other Projects FY11 CDBG Funding Request • Establishing existing youth and adult programming • Tracking number of people participating • Documenting expanded programming Youth development outcomes associated with this project: • Increase involvement of youth engaged in meaningful activities during the summer to learn new things, build new skills and keep their growing bodies healthy and fit. • Increase skills for school -aged children living in and around the Broadway and Grant Wood neighborhoods, ensuring quality BASP care as parents join the workforce. • To mobilize the community to prevent young people from becoming involved in crime. Adult outcomes associated with this project: • Increase positive family interactions and increasing accessibility of community resources in low resource neighborhoods. • Facilitate involvement of parents in their children's education to maximize their success in school, community and the world of work. • Build healthy families through nutrition and fitness programs. • Build stable, nurturing home environments and neighborhoods. • To increase employment potential through high school completion and English language classes. 16. On the attached map, indicate the location of the proposed project. 6, C K w 1_ :.A tit,' x x� J 06 0 C rosspar k Aven ue , 4, ? .,, ','YK A : r o e. •t a � f" F?Ari= t Bill �:- Public Facility, Planning & Other Projects FY11 CDBG Funding Request 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 JulyI to June30) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) 88,000 88,000 12-31-08 FY09 (July 2008 - June 2009) 141600 141600 9-30-09 FY10 (July 2009 - June 2010) 28,965 2,500 (final payment to contractor pending) 8-30-10 18. 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 ONo 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. NA 100 Public Facility, Planning & Other Projects FY11 CDBG Funding Request Kirkwood Lincoln Center 912 tbth .Aeenue SW Cedar Rapids, 1A 52404 www.kirkwood.eduI lincoln October 27, 2010 Brian Loring, Executive Director Neighborhood Centers of Johnson County PO Box 2491 Iowa City, Iowa 52244 Dear Brian, The letter is in support of your request for funding from the Community Development Block Grant (CDBG) to expand youth and family services on the south east side of Iowa City through the "Broadway Learning Center." Kirkwood Community College and Neighborhood Centers of Johnson County have been partners for over 25 years in bringing English classes and educational opportunities to families in the most impoverished neighborhoods in Johnson County. We know the importance of a high school diploma and basic English language acquisition in reaching any type of employment goals. We also recognize the need to make English Language Learner (ELL) and GED/high school completion classes as accessible as possible to families This being said, the goals for the Broadway Learning Center will increase programs in neighborhoods and encourage families to reach their employment dreams. We welcome the opportunity to offer more literacy programs for adults on the south-east side of Iowa City. With the new space, Kirkwood would look to continue our partnership with Neighborhood Centers to facilitate ELL and GED classes and offer curriculum support in these targeted neighborhoods. Good luck in your application! Sincerely, Marcel Kielkucki Director of High School Completion Programs Kirkwood Community College 101 f°r aSaferco f Sixth judicial District COMMUNITY Department of Correctional Services CORRECTIONS ' • ' 11111 October 28, 2010 CHANGE. www.iowacbe.org ADMINISTRATION ❑ LINN COUNTY OFFICES William G. Faches Center 951 29th Avenue S.W. Brian Loring Cedar Rapids, Iowa 52404 Executive Director (319) 398-3675 ADMIN/PSUPTR FAX: (319) 398-3684 ig h Neighborhood Officer of Johnson County PROB/PAROLE FAX: (319) 730-1259 p0 Box 2491 Human Resource Center ❑ Iowa City, IA 901 29th Avenue S.W. Cedar Rapids, Iowa 52404 (319) 398-3907 • FAX: (319) 730-1267 Dear Brian: Gerald R. Hinman Center ❑ 105129th Avenue S.W. On behalf of the 6cn Judicial District Department of Correctional Services and the Cedar Rapids, Iowa 52404 Community Corrections Improvement Association, I wish to support your grant (319) 398-3668 • FAX: (319) 398-3671 application to the City of Iowa City for Community Development Block Grant Funds. Lary A. Nelson Center ❑ The funds would be used for the Broadway Learning Center Project to include the 1001 Avenue S.W. Cedar Rapids, s, Iowa 52404 p urchasing of and small renovations for a 5,000 square foot program space on the (319) 398-3600 • FAX: (319) 297-3590 south east side. The goals of this Broadway Learning Center Project are to increase ANCHOR Center ❑ learning opportunities for school aged youth through after school programs, tutoring 311512th street S.W. and mentoring, pre -employment programs for teens, college support for Cedar Rapids, Iowa 52404 (319) 297-3500 • FAX: (319) 297-3533 pre junior high high g g school students; and to increase education and employment opportunities for adults through GED and ELL classes, tutoring and mentoring classes, JOHNS Jo COUNTY OFFICES ❑ John R. Stratton Center neighborhood advisory councils and family literacy g ry , y y programs. 2501 Holiday Road Coralvi(31Iowa -2659 (319) 625-2650 •FAX: (319) 625-2659 The Neighborhood Centers of Johnson Count have been great partners with the 6tn g Y g Judicial District Department of Corrections and the Community Corrections 509 Kirkwood Avenue ❑ Iowa City, Iowa 52240 Improvement Association assisting us to provide programing to our clients their (319) 625-2650 • FAX: (319) 337-0506 families, and neighborhood youth. Children of Promise, Youth Leadership, VISTA and Hope House Residential Facility ❑ Americorp programs are all part of our partnership. Some of our staff members are 2501 Holiday Road housed at the Broadway Neighborhood Center. Coralville, Iowa 52241 (319) 625-2202 • FAX: (319) 625-2659 The proposed Broadway Learning Center would provide more programming space for JOJon COUNTY OFFICE ❑ all of our programs and possible joint juvenile prevention programs. Tones County Courthouse p g p J p P g Anamosa, Iowa 52205 (319) 480-5301 • FAX: (319) 465-5091 Thank you for your support of our program and good luck with your CDBG Application. TAMA COUNTY OFFICE ❑ 105 E. Carleton Toledo, Iowa 52342 (641) 484-4822 • FAX: (641) 484-2683 IOWA COUNTY OFFICE ❑ 150 W. Marion Street P.O. Box 365 Marengo, Iowa 52301 (319) 642-3145 • FAX: (319) 642-5247 BENTON COUNTY OFFICES ❑ 116 E. Fourth Street Vinton, Iowa 52349 (319) 472-5585 • FAX: (319) 472-5586 If I may provide any further assistance please contact me. Sincerely, Robert E Dvorsky Executive Officer Johnson County 819 12th Street, P.O. Box 122 ❑ Belle Plaine, Iowa 52208 (319)444-3003 102 Public Facility, Planning & Other Projects 1. Name of Project: Adult Day Care new building construction 2. Total Amount of CDBG Funds Requested: $ 965,650.00 3. Applicant Name: Reach For Your Potential, Inc. Applicant Address: 1705 S. 15t Ave., Iowa City, IA 52240 DUNS Number: 04955$8?.2--- Signature (please use blue ink): 4. Contact Person: Ron Schieffer Phone Number: (319) 354-2983 Fax Number: (319) 354-3221 Email Address: rschieffer@reachforyourpotential.org 5. Location of proposed project: Scott Six Industrial Park, Iowa City, IA 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph). The proposed project would involve the construction of a new Adult Day Care facility. The plan (see attached floor plan) details the 7500 sq. ft. structure with parking for 45 vehicles to be constructed on two lots in the Scott Six Industrial Park (see attached map). The agency needs to purchase two lots because of their individual sizes and because parking spaces are needed for 15-20 employee vehicles, 6-8 agency vehicles and 10- 12 visitor vehicles. The plan allows for a larger facility and more flexible use of space than the present facility. The plan ensures easy access for agency vehicles and SEATS and provides for protection from rain and snows during drop off/pick up of individuals using the service. The site provides green space for outdoor recreation activities and for further building expansion if needed. 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. Priority Need Non -Homeless Special Needs Priority Need Level (High, Medium or Low) High Public Facility, Planning & Other Projects 103 FY11 CDBG Funding Request 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. Reach For Your Potential or RFYP is a non-profit human service agency that provides services to adults with intellectual disabilities and traumatic brain injury. RFYP started in 1990 and began providing residential services to five individuals. Over the past 20 years the agency has steadily grown and now serves over 125 individuals in over 25 residential settings in Iowa City. In 1992 the agency started the Adult Day Care program which now serves about 50 individuals. This summer the agency opened Potentially Yours Thrift Store which provides vocational opportunities for individuals currently served by the agency. The Adult Day Care program struggles with adequate space to accommodate the increase in demand for the services. Since moving from a smaller facility in 1999, the Adult Day Care program has been in the present location, a 40 year old strip mall. In the past five years enrollment at the Adult Day Care has increased by 24%. The current 4000 sq. ft. facility includes two activity rooms, a kitchen and dining area, two offices, an exercise area and five bathrooms. Daily, about 40 individuals and 10 employees are in the Adult Day Care. The agency needs a larger facility to allow for further growth in services and to improve the variety and quality of services RFYP offers. More individuals want and need Adult Day Care services. This increase in need reflects the fact that more individuals are requesting services in general, and that individuals currently in the system may want or need to change the type of service they currently use. Individuals, who have always lived with parents that are now elderly, may be getting services for the first time when they move from their parent's home. RFYP would provide services on Saturdays to assist individuals who still live with parents but need more structure on the weekends. The agency will begin working with persons with traumatic brain injury as more of these individuals need services. Individuals no longer able to work because of age or because of health issues may use the Adult Day Care instead of other services, vocational for example. As the regular elderly population continues to grow, so does the elderly population of individuals with disabilities. In fact, individuals with some types of disabilities age faster than the regular population. The Adult Day Care also serves individuals with fragile medical conditions which prevent them from using vocational services. Individuals with behavior concerns may not be able to function in a work setting and may thrive in a less demanding or stressful environment. The Department of Inspections and Appeals, which certifies the Adult Day Care program, would require additional space if RFYP serves more of these individuals. 104 Public Facility, Planning & Other Projects FYI CDBG Funding Request RFYP continues to improve the quality of services provided to the individuals. Improving this quality often requires additional space. The floor plan for the proposed building reflects this additional space which includes a larger and accessible kitchen/dining area, a large room for recreation activities and music therapy and two large activity rooms. More activities and opportunities could be offered in this larger setting. The large green space outside the building would accommodate a dining area with picnic tables and an area for raised flower beds and garden, which are not labeled on the floor plan. After reviewing Iowa City's five-year consolidated plan and specifically the strategic plan overview it seems that construction of a new Adult Day Care would fit into the plan. Construction of the building would meet two of the high priority needs in the plan. The first high priority need addresses community development. As stated in the plan "investing in physical facilities used by non-profit organizations would prolong the life of their facilities and enable the agencies to continue their mission". Since the Adult Day Care is in an old building, construction of a new building for the Adult Day Care would certainly prolong the life of the facility. Investing in a new building also supports RFYP's mission of providing services to people with disabilities to foster their independence and to achieve their personal goals. The second high priority need addressed in the plan is non -homeless special needs. As referenced in the plan "special needs populations" could be individuals with intellectual disabilities or elderly individuals. If a new facility is built, more individuals could be served from one or both of these population groups. As mentioned in the plan there is a diverse non-profit community in Iowa City however adequate funding to fully finance programs, physical facilities and initiatives is lacking. Current funding for services does not allow much money for expansion of services, and certainly does not allow money for facility expansion. Only by receiving opportunities like this grant, is RFYP able to purchase land and build a new Adult Day Care. RFYP has the pleasure of working with many of the other non-profit human service organizations in Iowa City. The agency also works with community organizations and businesses, and believes the addition of the new Adult Day care will only enhance these relationships. RFYP works closely with SEATS for example. The proposed facility better accommodates the SEATS buses and allows for easier transition on and off the buses. The agency works with other residential providers that may serve individuals needing Adult Day Care services, and which a larger building could accommodate. The agency believes it would certainly benefit from the new building, but also believes that the Iowa City community would benefit as well. Public Facility, Planning & Other Projects 105 FYI CDBG Funding Request 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 the "status" column, 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. 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 copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Expense Category (eg, salaries, acquisition, rehab) T e Status List = Source M v If possible, please of E prioritize the CDBG Other Other abud et Funds Funds Funds Please place an Win the box that a lies: Lot 8 and 9, Scott Six $305,775.00 $ Industrial Park Estimate to construct $959,875.00 $300,000.00 Hills 7500 Sq. Ft. building see attached 25 year loan Bank estimate $ ,$ $ $ $ $ Volunteer Contribution $ (Total from Question #11) Amount of private\agency\other funds $ 300,000.00(a) Amount of CDBG funds $ 965,650.00(b) Total Project Funding $ 1,265,650.00 (c) (a + b) Number of persons assisted 100 (d) (see question 14) Total cost per person $ 12,656.50 (e) (c _ d) Total CDBG Cost Per Person $ 9,656.50 (f) (b _ d) 106 Public Facility, Planning & Other Projects FYI CDBG Funding Request 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 hours x $ per hour = $ Skilled labor 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 is $ 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: If funded, this schedule will be used for any project agreement for the use of CDBG funding, Date: Description of Activity: January —April 15, 2011 Land purchased, blueprints drawn and approved by the Department of Inspection and appeals, construction bids received, reviewed and awarded April 15, 2011 Site development and construction begins October 1, 2011 Building construction completed November 1, 2011 Adult Day Care services start at new location 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 application is funded, the information in this table will be used as income targeting for the CDBG Agreement). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI Percent Iowa City Residents 100 persons (a) persons (b) persons (c) persons (d) persons (e) 100 persons (f) 100% (a+b+c)=f 100% 107 Public Facility, Planning & Other Projects FYI CDBG Funding Request 15. Please select 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: Outcome: ❑Suitable living environment ❑Decent affordable housing ®Creating economic opportunities ®Availability/accessibility ❑Affordability Output Indicator: ®Persons ❑Households 16. On the attached map, indicate the location of the proposed project. See Attached Map — Proposed building site on Lot 8 and 9 ❑Sustainability ❑Housing units 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) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) 0 0 0 FY09 (July 2008 - June 2009) 0 0 0 FY10 (July 2009 - June 2010) 10 0 0 18. 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 "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. Reach For Your Potential has not received CDBG funds in the last three years. This is the first time the agency has applied for grants of any kind. The agency has made steady growth over the past 20 years, while trying to maintain a good financial foundation. The FY11 projected agency budget is about $6.25 million. Since 97% of the revenue that RFYP receives is from Medicaid, the agency has minimal retained earnings each year. The agency would not be able to afford a new Adult Day Care building based on these retained earnings. In the next few years the agency believes that Potentially Yours Thrift Store will provide the income stream to help support the agency and the projects it may have. Reach For Your Potential would be glad to share financial information that is requested. 108 Public Facility, Planning & Other Projects FY11 CDBG Funding Request x 0 rrA SOLD r 0,t" a >eb SOLD ' SOLD ' SOLD SOLD SOLD SOLD r O04 SOLD 7� SOLz" F. SOLD 'S-LD iLD fl )LD SOLD a SOLD 109 o O Cl) J Z Q CL LL FS W O i 1. I II i I !I i I ; i II / 1'I I M !I -��FF nRKING Si a 111 ❑ /I 11 I I 1 II - ------ 1 1. ♦ 1 ?ROfRg4 PRWMN � P�OGRVAT �RECEP}KK1 ,ULNG •. Q 11 I W I OIRELTgI RGSISTNlf DESK RRFA _ _ I1 _. — ——— — — _—._._._._._._._._.— .-- —— — --— — — `— — S.VF I11 TGLET igLEf •� ® uT. (SAFE AO�AI T—T DOME 1 I LIXMERS 13RTI 0 '•K� � 1 I ------ ___ _____ 1 1 $iGMGE � 1 ■' �.ETOVJ I 1 u _____ _______ __________ RES-1 pELgF,Sppy MEa, LIM RI,pSE MG�� MUD I I FLEL I I ® � - rnIA..GNOR'L WIEi %MECN '1 ----------------------------------------------- I / I 1 I I � j 1 — I I PUNPE 1 � I EmAx3 ® I I I � I I � 1 � I I I 1 FLOOR PLAN I �i - --- - ----------------- - 110 Proposal Apex Construction Company, Inc. 4218 Yvette Street SW -- PO Box 2297 --- Iowa City, IA 52244-2297 Fnone (319) 339-1543 Fax (319) 339-1562 Proposal submitted to: Phone Date Reach For Your Potential 319-354-2983 Ext. 103 October 18`" 2010 Street Job Name 1705 S. First Avenue Suite #1 New Facility City, State and Zip Job Location Iowa City Iowa 522440 Lots #8 & #9 Attn: Date of Plans Architect Ron Schieffer N/A Heery International We hereby submitspecifications and estimates for: Budget numbers only for Construction of a new 7500 square foot Facility. The following Items Have Been Included In This Proposal. 1 General Conditions: Include supervision costs, pLoject management, trucking and trash disposal fees, temporary Facilities and building permit fees. Estimated Costs $42,000.00 2 Site work: Erosion control, site utilities, excavation and backfill of all walls a parking areas, and the installation Of site utilities. Estimated Costs $65,400.00 3 Supply and install plantings as to City Of Iowa City Specifications. Cost Allowance $25,000.00 4) Concrete: includes, 8"x16" spread footing with a 4' x 8" thick wall. 4" thick interior concrete slab with 2" foam Insulation at floor slab and pump expense. Estimated Interior Concrete Cost $40,000.00 Concrete exterior. 6" slab on grade at parking lot area, poured sidewalks. Curbs were needed. Exterior Concrete Estimated Costs $60,000.00 ParkinR Lot stri-onin2 and Handica si na e as Der buildina code re uirements. Estimated Costs $4000 00 5) Mason work: Supply and install a 4' brick wainscoat at exterior building perimeter. Total Costs $26,500.00 6) Rough Carpentry: Framing of walls, roof, sheeting, and material costs. Estimated Framing Costs $92,000.00 7) Thermal and Moisture: Building Insulation, walls and roof, Estimated Cost $12,500.00 Siding soffits and fascia, gutters downs outs; Estimated Cost $18,000.00 8 Exterior Doors; Aluminum store Fronts and Hardware; Estimated Cost $15,000.00 Interior Doors; Hollow metal door frames and hollow metal doors, two with side lights. Estimated Costs $30,000.00 Windows At Exterior; $20,000.00 Interior Gazing; Side lights at doors and mirrors. Cost Allowance $1,000.00 9) Finishes; Hang and Finish Drywall; Estimated Cost $37,000.00 Floor Coverings and Base; Estimated Cost $26,000.00 Acoustical Ceilings; Estimated Cost $12,000.00 Painting; Estimated Cost $13,000.00 10 Specialties; Toilet partitions, toilet accessories, fire extinguishers, and miscellaneous si na e, wall and corner Guards; Estimated Costs $12,000.00 11) Equipment; Kitchen appliances and laundry equipment; Estimated Costs $7,200.00 12 Furnishings; Kitchen Casework Nursing Case Work; Estimated Costs $14,000.00 21 Fire suppression; Estimated Cost $29,000.00 22 Plumbing; Estimated Cost; $29,000.00 23 Heating and Ventilation; Estimated Cost $36,000.00 ADD for Geo Thermal Estimated Cost $18,000.00 26 Electrical; Estimated Cost $73,000.00 Add For Geo Thermal System $4,900.00 27 Communications; Pathways Only. Included 28) Electronic Safety and Security. Estimated Cost Included In Electrical Included General Contractor Overhead and Profit 5% $38,125.00 Building Permit, Plan Review Fees, and Builders Risk Insurance $8,000.00 Design and Engineering Fees $75,000.00 Contingency Allowance g 10% 1 $76,250.00 TOTAL ESTIMATED BUDGET We propose -hereby to furnish materials and labor- complete in accordance with above specifications, for the sum of: Nine Hundred Fifty Nine Thousand Eight Hundred Seventy Five ...... Dollars $959,875.00 Payment to be made as follows: All material is guaranteed to be as specified. All work to be completed in a workmanlike manner according to standard practices. Any alteration or deviation from above specifications involving extra cost will be executed only upon written orders, and will become an extra charge over and above the Authorized Signature: Note: This proposal may be withdrawn by us if not accepted within 30 days. estimate. All agreements contingent upon strikes, accidents or delays beyond our control. Owner to carry fire, tornado and other necessary insurance. Our workers are fully covered by Workman's Compensation Insurance. Acceptance of Proposal- The above prices, specifications and conditions are satisfactory and are hereby accepted. You are authorized to do work as specified. Payment will be made as outlined above. Owner Signature Date of Acceptance 112 Public Facility, Planning 1. Name of Project: _ t + 5� =u� %-i V, t'. cr TOL' ;ze-�T C F(7'ce �ACJN I hA kar,'K?-,I,InC11 Atfk. 2. Total Amount of CDBG Funds Requested: $ 3. Applicant Name: ezal( �: s� t L� i sv SLso pe G i Applicant Address: Tc, vi'xee It �,'+✓A i'T� - DUNS Number: G 5 1 lt� 41- Signature (please use blue ink): 4. Contact Person: `�i1,1a�srw,;�>C ; Phone Number: y - 87 o Fax Number: Email Address: 5d'i oe4ct C i C,LkccjesS 5. Location of proposed project: °`�C7G5 '�'cLgc�; 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph). The Successful Living Towncrest Office Fagade Improvement project will improve the facilities used by a not -for profit provider in our community, and be a catalyst project in the process of redeveloping the Towncrest area. Our facilities, located at 2406 Towncrest Drive and 2405 Towncrest Lane, overlook the CVS Pharmacy parking lot, providing a high degree of visibility to Muscatine Avenue. Representatives of Successful Living have been involved in the Towncrest planning process, are familiar with and support the design standards being developed, and committed to the rebirth of the area. Our project proposes exterior improvements in conformance to the pending design standards which may consist of siding/brickwork, entries, doors and accessibility, signage and way -finding, windows, eaves and roofing. 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. rN'CG L i I `I 4 Ie-h-k Priority Need Priority Need Level (High, Medium or Low) Public Facility, Planning & Other Projects 113 FYI CDBG Funding Request 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. Successful Living operates three supportive housing facilities in Iowa City. Our mission is to support members of our community through mental health recovery. Our staff assist clients with Chronic Mental Illness (CMI) in development of skills for everyday life. Commonly a client may come to Successful Living from a more restrictive environment such as a Residential Care Facility of perhaps jail. Some come from homelessness. Skill development may include budgeting, medication management, accessing resources and others. Most clients utilizing our services all fall within the 0-30% of median income category. CITY STEPS has identified life skills, transitioning persons from homelessness, working with persons with special needs, and mental health services as priority items. As identified in CITY STEPS, adequate funding to fully finance our programs, physical facilities and initiatives is lacking. Also identified as a high priority need were facility improvements to the structures housing public service providers This project, proposed for our offices at 2406 Towncrest Drive, will rehabilitate the exterior of our building. We secured a long term lease for our offices in August of 2010 and moved from a location on Highway 6 West. We chose Towncrest because of its history, accessibility, proximity to services and because the area is on the cusp of a revitalization. We believe this project will not only serve the needs of our organization, but also serve as a catalyst for the rebuilding of the neighborhood. Because of the visibility of our building from Muscatine Avenue, our project will improve entries and key corners to Towncrest, establish a pilot project for architectural standards, and start to change the image that Towncrest is past its prime. These elements are key concepts from the RDG Towncrest Design Work Session Report, July 2010. As the design standards for the Towncrest area revitalization have not been published, our construction estimate is based on a review of the RDG materials available on the web, conversations with city planning staff and consultation with architects. Understanding that our funding request is significant and the timeframe for assembling this project concept is abbreviated, we are very eager to consider partial funding while we work with other stakeholders in the Towncrest area to jumpstart the redevelopment process. Public Facility, Planning & Other Projects — 114 FYI CDBG Funding Request 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 the "status" column, 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. 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 copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Type Status Expense Category (e.g. salaries, acquisition, rehab) c E If possible, please CDBG List Source of prioritize the budget Funds Other Funds Other Funds u $ Please place an Win the box that applies. - WIN 00WSt 3 2-5Uc) $ > - . J "� C 1�nif� .$ $ iL $ Q $ E w- $ vo $ ' �C7 7 $ 4 ')L) $ - C:"C Z �� $ 44. s b o $ $ $ Volunteer Contribution $ Total from Question #11 Total $ Amount of private\agency\other funds Amount of CDBG funds Total Project Funding Number of persons assisted Total cost per person -v - $ .1 0 (a) (b) (c) (a + b) (d) (see question 14) (e) (c _ d) 115 Public Facility, Planning & Other Projects FYI I CDBG Funding Request Total CDBG Cost Per Person t C� (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 ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Total Is I 12. Does the proposed project pay full property taxes? MYes ONo 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? Oyes ONo If yes, what is the percent of full taxes paid? % and amount paid is $ 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; If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: Fec� zou AWA0- r- - ?jZ 1011 QE�tte iJ Deco 1 Ce vfysrg kc t w J Public Facility, Planning & Other Projects 116 FYI CDBG Funding Request 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 application is funded, the information in this table will be used as income targeting for the CDOGAgreement). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI Percent Iowa City Residents Cj persons (a) persons (b) persons (c) persons (d) persons (e) persons (f) i_ 0 % (a+b+c)=f ftZ % 15. Please select 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: Outcome: O Suitable living environment 0 Decent affordable housing O Creating economic opportunities la Availability/accessibility Output Indicator: ,M Persons JI Affordability O Households 16. On the attached map, indicate the location of the proposed project. TTA CR C O O Sustainability O Housing units 117 Public Facility, Planning & Other Projects FY11 CDBG Funding Request 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) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) FY09 (July 2008 - June 2009) FY10 (July 2009 - June 2010) 18. 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? JIYes ONo If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. t LA 121 Public Facility, Planning & Other Projects FYI CDBG Funding Request 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. 122 Public Facility, Planning & Other Projects FYI CDBG Funding Request Public Facility, Planning & Oder Projects 1. Name of Project: Land Acquisition for Expansion for Employment Training 2. Total Amount of CDBG Funds Requested: $510,000.00 3. Applicant Name: Systems Unlimited, Inc. l Applicant Address: 2533 Scott Blvd, SE Iowa City, Iowa 52240 DUNS Number: 087119194 Signature (please use blue ink 4. Contact Person: Dion Williams, Executive Director Phone Number: 319-33 Fax Number: 319-341-9443 Email Address: d.williams@sui.org 5. Location of proposed project: 2503 Scott Blvd. Iowa City, Iowa 52240 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph). Systems Unlimited, Inc. (SUI) serves individuals with disabilities. SUI continues to grow and expand, we currently have 796 employees. Recent changes in funding rules at the State level have made residing in Johnson County even more attractive for people with disabilities We already have an established waiting list for our Employment Systems Division (job training opportunities for the individuals we serve). SUI has the opportunity to create an Administrative and Service Campus to meet our growing needs through the acquisition of land around our current facility. This land is located at 2503 Scott Blvd., Iowa City. The land acquisition would give Systems Unlimited, Inc. the ability to increase our physical structures to create the Administrative and Service Campus -which in turn would allow us to expand our Employment Systems Division to offer additional employment opportunities to the individuals we serve. It would also give SUI the ability to expand our other services. 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. Public Facilities & Improvements Priority Need Handicap Centers High Priority Need Level (High, Medium or Low) Medium Public Facility, Planning & Other Projects 123 FYI CDBG Funding Request 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. The Administrative and Services Campus concept as explained in question #7 will allow Systems Unlimited, Inc. (SUI) to expand our services and in turn serve more individuals and increase our employment opportunities. The execution of the campus concept is dependent upon the acquisition of the land @ 2503 Scott Blvd., Iowa City. The appraised value for that piece of land is $510,000.00. The appraisal was conducted by the firm Cook Appraisal, Iowa City. The ability for SUI to purchase this land is contingent upon this funding. Public Facilities: As stated on Page 9 in the City Steps document the goal under General Public Facility -which is a High Priority, is to assist at least 2 facilities a year. Continued on page 92 in City Steps under Community Development Needs it states: investing in the physical facilities used by non-profit organizations would prolong the life of their facilities and enable the agencies to continue their mission. As Systems Unlimited, Inc. Mission Statement says: SUI offers personalized services within local communities which help people improve and maintain the quality of their life. The need is here for expansion for SUI and the need will continue to increase. As stated in question # 7 recent changes in funding rules at the State level have made residing in Johnson County even more attractive for people with disabilities. Systems has seen a large increase in our numbers. With the purchase of the land at 2503 Scott Blvd., we will have the flexibility to respond to the changes and increased need the future is bringing. 10/2006: Total SUI Employees: 627 8/2010: Total SUI Employees: 799 27% 1012006: Employment Systems Individuals Served: 84 9/2010: Employment Systems Individuals Served: 103 23% Growth Community Development: As stated on page 92 of the City Steps document: *Employment training is a high priority *Economic development activities, specifically employment training is important. SUI offers Employment Systems services to the individuals that we serve. The service offers: *Employment training for the individuals that we serve *Provides a vital service to area businesses (such as Document Destruction Service business) Our need for physical space (expansion) is hindering our ability to train as many individuals we serve that have requested the opportunity for employment training. SUI has had to establish a waiting list in our Employment Systems services. In addition, due to our space issues we can't offer additional opportunities in our Data Entry/Computer Skills due to lack of space. We are unable to house more machines for our document shredding business in our Employment Systems area. This is a two -pronged problem, it limits the number of individuals we can offer this employment opportunity to and it also limits the number of area business clients that we can contract with for our Document Destruction Service. Therefore, a reduction in Economic Development Activities. 10/2009 Employment Systems Division: 117 Individuals Served 53 SUI Employees 10/2010 Employment Systems Division: 129 Individuals Served 58 SUI Employees SUI Wait List For Employment Systems Divisions: 12 Individuals (SUI receives 2 new referrals for individuals each month) With the acquisition of the land at 2503 Scott Blvd. through this funding, SUI will have the flexibility to respond to changes and need (as shown in the numbers above) the future is bringing. Public Facility, Planning & Other Projects 124 FYI I CDBG Funding Request 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 the "status" column, 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. 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 copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Expense Category (e.g, salaries, acquisition, rehab) If possible, please prioritize the budget CDBG Funds Other Funds List Source of Other Funds Type Status _ Y ,=n Uc p E Please place an 'X"in the box that applies., Land Acquisition $510, 000, 00 $ X 2-20- 2011 Volunteer Contribution Total from Question #11 $ Total $510,000.00 $ Amount of private\agency\other funds Amount of CDBG funds Total Project Funding b) Number of persons assisted question 14) Public Facility, Planning & Other Projects (a) 510,000.00 (b) 510,000.00 (c) (a + _875 (d) (see 125 FYI CDBG Funding Request Total cost per person $_582.86 (e) (c _ d) Total CDBG Cost Per Person $ 582.86 (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 N/A hours x $10 per hour — $ Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Total $ 12. Does the proposed project pay full property taxes? []Yes XXNo (Tax Exempt) 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? Oyes XXONo If yes, what is the percent of full taxes paid? % and amount paid is $ 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: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: Acquiring the land @ 2503 Scott Blvd. Iowa City is contingent upon this funding. Systems Unlimited, Inc. would acquire the land in February of 2011. 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 application is funded, the information in this table will be used as income targeting for the CDBG Agreement). Number between 0 - 30% median income —857 persons (a) Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income _18 persons (b) persons (c) persons (d) persons (e) Total —875 persons (f) Percent LMI 100 (a+b+c)=f Public Facility, Planning & Other Projects 126 FY11 CDBG Funding Request Percent Iowa City Residents 40 15. Please select 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: O Suitable living environment Outcome: XXO Availability/accessibility Output Indicator: XXO Persons O Decent affordable housing O Affordability O Households XXO Creating economic O Sustainability O Housing units Acquiring this land would allow Systems Unlimited, Inc. to increase the number of individuals that we serve in our Employment Systems Division along with all our other services that continue to grow. SUI would be able to construct our Administrative and Service Campus as described in question # 9. 16. On the attached map, indicate the location of the proposed project. Public Facility, Planning & Other Projects FY11 CDBG Funding Request 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 yearJu/y I to June 30) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended Date Project Completed FY08 (July 2007 - June 2008) NIA FY09 (July 2008 - June 2009) FY10 (July 2009 - June 2010) 18. 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? XXOYes ONo 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. Systems Unlimited Inc. is a well established Non -Profit agency in Iowa City with 796 employees. We successfully administer a budget of $19 million and oversee and administer over $12 million of Federal Funds. — - - -- 128 Public Facility, Planning & Other Projects FY11 CDBG Funding Request EGAL DESCRIPTIO Lot 11. SDI Fifth Addition, to low- City. Iowa, in cerdance with the Plat thereof rerorded In Book 29. at Page 74. of the records of the Johnson County Recorder's Office. and also, Auditor's Parcel NO. 2004119, to iowo City, lowo, in c,,d.n- with the Not thereof recorded in Book 48. at Page 301,aof the records of the Johnson County Recorder's Office. excepting therefrom. Auditor's Parcel NO. 2004118, to Iowa City, Iowa, in cordonce with the Plat thereof recorded in Book 48, at Page 301,aof the records of the Johnson County Recorders Office. Said resultant tract of land contains 6.97 ocres and is subject to FREEDOM COURT 129 u V lJ u V LJ CIVIL ENGINEERS LAND PLANNERS LAND SURVEYORS LANDSCAPE ARCHITECTS ENMONMENTAL SPECIAIETS 107 S. GILBERT ST. IOWA CITY, IOWA 52240 (319)351-8282 W ww.mmsccInsultents.net 5741 C ST. SW SUITE C CEDAR RAPIDS, IOWA 52404 (319)841-5188 FACILITY EXPANSION CONCEPT PLAN SYSTEMS UNLIMITED 2503 SCOTT BLVD IOWA CITY, IOWA MMS CONSULTANTS, INC 06-0310 "el"" Gy Fbld cook No: PVA Ixo-n "T Scale PVA Gnecked ky, Sheet No. PVA ar �e�t No: IOWA CITY 7047-004 a: I KYRAN "CASEY" COOK MAt, M.A. APPRAISERS AND CONSULTANTS OF REAL ESTATE March 4, 2010 Mr. Adam McLaughlin, Second Vice President MidWestOne Bank 102 S. Clinton St. Iowa City, IA 52244 Subject: Appraisal of vacant land addressed as 2503 Scott Boulevard, Iowa City, Iowa Dear Mr. McLaughlin: At your request, we have on July 29, 2010 inspected the above -described property. The purpose of the inspection and appraisal is to estimate the market value of the fee simple interest in the above -described property as of the date of the inspection. The intended use of this report is for underwriting. As a result of our analysis we have estimated the market value of the fee simple interest subject to the definitions, certifications, and Assumptions and Limiting Conditions set forth in the attached report. The fair market value as if vacant and available for development as of the inspection date, is: Five Hundred Ten Thousand Dollars ($510,000) This letter must remain attached to the report in order for the value opinion set forth to be considered valid. We appreciate the opportunity to provide this real estate service. Respectfully, Cook Appraisal, LLC Kyran J. Cook, MAI, M.A. Dennis G. Cronk DGC/alh - 2010136 130 1560 MALL DRIVE * 1GWA COTV, IOWA 52240 319/351 -2 044 * FAX 351 -0563 * E-MAIL COOKAPPR @ c: C)OK -APPRAISAL—.r—i7M a Public Facility, Planning & Other Projects 1. Name of Project: Home Care and Community Health Facility 2. Total Amount of CDBG Funds Requested: $520,000 3. Applicant Name: Visiting Nurse Association of Johnson County Applicant Address: 2953 Sierra Ct. SW, Iowa City, Iowa 52240 DUNS Number: 180272148J' Signature (please use blue ink): 4. Contact Person: Suellen Novotny, Executive Director; Joyce Eland,i Quality Manager Phone Number: 319-337-9686 Fax Number: 319-337-5566 Email Address: novotnysCdvnaic.org; elandj@vnaic.org 5. Location of proposed project: Currently researching Iowa City locations 6. Did you attend the Applicant Workshop? Not Applicable. 7. Brief summary of the proposed project (please limit response to a paragraph). Visiting Nurse Association (VNA) proposes to purchase and update a condominium share of an office building. The space will be designed to accommodate VNA's current home and community service programs with clinical space for providing on -site health services targeted at lower income individuals. We will furnish these services in a new collaboration with the College of Nursing (CON) Faculty Practice program. We are designing our project in a manner that will allow us to apply for funding as a federally qualified health center in the future. Purchase of a space will help VNA control overall costs and give VNA additional financial stability. This will then enable us to control service costs and maintain or increase our services to low income individuals and better serve Iowa City and Johnson County residents. 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015. Health Services Low Priority Need Priority Need Level (High, Medium or Low) Public Facility, Planning & Other Projects 132 FYI CDBG Funding Request 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. Project Need This project will serve dual needs. 1) It will help provide financial stability for the Visiting Nurse Association (VNA) so that we can continue or increase our present home care services, and 2) It will allow us to collaborate in providing a nurse -managed community health center that particularly focuses on caring for the underinsured and disadvantaged population and help fill a need in the Iowa City community. Goal One: Maintain home care services for uninsured and underinsured at current levels, with an increase in access if possible. Objectives: Decrease occupancy related expenses to 2-3% of total VNA budget. Maintain or increase current levels of subsidized care without adding additional fundraising burden. Goal One Supportive Information The Visiting Nurse Association is a voluntary non-profit agency serving Iowa City and Johnson County. The mission of VNA includes service to individuals without regard to ability to pay within the resources available. VNA provides services to individuals of all economic groups, including those with full insurance coverage, the under - insured, and the uninsured. We currently serve a large group of chronically ill or disabled, including many with mental illness. VNA does not track detailed income levels on all patients; we only obtain specific financial information when our sliding fee scales are used. However, we can identify low income individuals by some of our payer classes, including Medicaid and sliding fee scales. In 2009 at least 53% of the individuals we served in the skilled home care program were in the lower income brackets. Most of these were at or below 200% of povertylevel. If we look only at Iowa City residents, the percentage is at least 60%. At least 70% of individuals receiving only homemaking or personal cares are at or below 200 % of poverty level. VNA has been working for the past five years to control operating costs and lower expenses in order to pay off a significant long term debt and to maintain our current and future ability to provide care to the uninsured and underinsured. Our highest expense is for personnel. We have made some personnel adjustments in order to be as efficient as possible; we cannot make additional cuts without also cutting services. VNA currently leases office space. The annual lease plus utility costs is 4.5 % of VNA's operating expenses, second only to personnel costs. We believe purchasing a building would provide opportunity for greater long-term sustainability because of control over occupancy costs. If the project is funded as presented VNA could pay off the project in full within 5 years, in addition to paying off our remaining long term debt. Decreasing our costs by even $25,000 per year (1 % of our budget) would make a significant impact. If we receive grant funding, the potential exists to decrease the costs further as our monthly payments would be decreased significantly. After the project was paid off, we would have only routine upkeep and utility expenses. Savings realized in occupancy costs will be used to subsidize services to low income individuals. Goal Two: Provide primary care access for uninsured or underinsured working poor, those with government funded health care, and those with difficulty accessing health care. Objectives: Establish a site for a nurse managed primary care center in Iowa City Establish a community oversight board for the center Prepare and apply for a federally qualified health center designation Provide care to 3000 individuals in year one with an increase.to at least 5600 by year five. Goal Two Supportive Information There are many current questions about health care in the future, but there is also some known information. There are a significant number of individuals in Iowa City who are receiving only episodic or emergent care, or lack access to a primary care provider, and Iowa City is experiencing more elders within the poverty level. In FY2009 the Free Medical clinic provided care to 2669 clients (1576 from Iowa City). The majority were adults ages 18-64. Though the Free Medical Clinic traditionally only provides care to clients that are uninsured, many of their clients are Medicaid or Iowa Cares eligible. Some are unable to find or afford a medical home for primary care or are not comfortable in traditional health care settings. Public Facility, Planning & Other Projects 133 FYI I CDBG Funding Request There are approximately 10,000 individuals in the Iowa City/ Johnson County area who are eligible for Iowa Cares funding to pay for their health care needs. The large majority of these residents do not have a primary care provider or access to primary care. These citizens currently have no health insurance and are not receiving Medicare or Medicaid to meet their health care needs. In addition, there are individuals on Medicare and Medicaid who have not been able to find a primary care provider. One striking fact presented by United Way is that the number of Johnson County children and seniors living in poverty has increased significantly since 2000. The poverty rate for both is lower than for Iowa or the United States. However, there was a 40% increase in childhood poverty and a 63% increase in poverty for seniors. For seniors 75 years and older, there was a 145.6% increase in persons with income below poverty level. The percentage of older adults in Iowa City is increasing in proportion to the total population. Access to primary care for these vulnerable populations is a great concern as the number of medical professionals will not keep pace with future needs. The Johnson County Community Health Needs Assessment completed by Johnson County Public Health provided a variety of assessment data and a consumer opinion survey regarding quality of life issues. An opinion survey asked individuals to select the five community issues that most affect quality of life in Johnson County. Affordability of health services received the highest ranking at 52.5% and lack of or inadequate health insurance received fourth highest ranking at 33.3%. 80% of Johnson County residents stated they had a medical home, leaving 20% without a medical home. 10.8 % of Johnson County residents were uninsured; 16% ages 18-64 were uninsured. 73% of the uninsured were at or below 200% of the poverty line. Project Plan VNA will purchase approximately 5000 square feet of an existing building as a condominium purchase. The building purchase will be a collaborative project with University of Iowa Community HomeCare (UICH) which will be purchasing condominium space (approximately 10,000 square feet) in the remaining portion of the building. This allows VNA and UICH to continue sharing information technology, human resources, reception, and financial management services. These resources are housed in CareResources, Inc., a managed services organization formed jointly by UICH and VNA in 2000. UICH is an Infusion Therapy and Durable Medical Equipment provider. VNA and UICH are interested in the possibility of collaborating with non-profit agencies by offering access to these resources, having low-cost office space for lease, and looking for additional ideas for working together. We plan to have a multiuse conference room that would be easily accessible for public education events; these could be carried out in conjunction with the Iowa City/ Johnson County Senior Center or other community organizations. After obtaining a suitable building, VNA will contract with a local construction firm for the changes needed to facilitate our agency functions. We anticipate the need for carpet replacement, and for re -wiring for our phone and computer network needs. VNA will continue its traditional home and community services from the new location. In collaboration with UICH, we will also provide the clinical space for nurse -managed health care provided by CON Faculty Practice. One of the national recommendations for the future is nurse -managed community -based care centers to 1) assist patients with complex care needs; 2) provide care management options for the uninsured and under - insured; 3) provide additional focus on health prevention versus emergency room care; and 4) use a multidisciplinary approach to provide age and culturally appropriate care. These services are complimentary to existing health services, and allow a medical home option for individuals who would not otherwise have a medical home. There is a focus on the use of nurse practitioners in these settings. VNA is developing an innovative collaborative project with the University of Iowa College of Nursing (CON) Faculty Practice program to provide these services. Credentialed Advanced Registered Nurse Practitioners will be used to provide primary care services. The building plans will include four clinical care rooms with sink and counter space, wall -mounted medical equipment and medical lighting, and built in charting space. This will provide new services for Iowa City and Johnson County residents. VNA already employs social workers and nurses who could provide additional needed services to clinic patients. VNA will provide structure, quality management, and overall administration, We have had initial discussions with the Free Medical Clinic to discuss potential future collaborations that would benefit the community's vulnerable populations. There may be opportunity for a social worker to work with Free Medical Clinic to screen and triage patient needs and identify Public Facility, Planning & Other Projects 134 FYI CDBG Funding Request patients who would best be served by obtaining primary care from an ARNP at the community clinic. VNA has long-standing experience coordinating with other community agencies to best meet the needs of individuals with multiple needs. We believe this collaboration will specifically benefit the uninsured and underinsured, as well as benefitting individuals with special cultural needs. The collaboration further provides new opportunities for nurse practitioner and BSN students. The center will be managed to be as cost-effective as possible so that the uninsured and working poor can be served with a sliding scale payment system starting with free services to those most in need. ARNP services would be billed to Medicaid, Medicare or insurance for those with these resources. We believe this project will have a significant impact on our community for many years. We recognize the need to have measurements for the first year of the project. However, because the building and project will have even more long term significance we have included information about the expected impact at five years and ten years. We do expect to serve more of the low income community even in the first year of the project; we expect improvement in preventative care that will ultimately decrease emergent care needs. Partnerships/ Collaboration The Visiting Nurse Association was founded in 1949 by concerned citizens of Iowa City. We have a proven record of providing needed services in a professional and responsible manner, with attention to quality in both processes and outcomes. We have experienced clinical, administrative, and management staff and are governed by a highly qualified board of directors, including business and health care professionals from the community. VNA has been an active partner in community health, disaster planning, and United Way initiatives. We believe this project will give us additional opportunities for collaboration in the future. The College of Nursing Faculty Practice House Calls was conceived in 2005 out of a need to provide cost- effective services for individual in the home setting. Nurse Practitioner faculty members, ARNPs who are Nationally Board Certified, are engaged in educational and clinical endeavors. As faculty, they function as direct clinical instructors for undergraduate students and as preceptors for advanced practice students. As clinicians, they provide geriatric family, pediatric, and psychiatric services to their clients. The additional of a Licensed Independent Social Worker has enhanced the provision of counseling services. The UICON Faculty Practice is recognized as a John A. Hartford Foundation Best Practices program and utilizes research based clinical outcomes. They have been collaborating with UIHC with the Iowa Cares program and work collaboratively with UIHC and other institutions to provide transitional care from the hospital to the nursing home/home setting to prevent readmissions to the hospital by providing home medical visits and care coordination. The University of Iowa Community HomeCare (UICH) was founded in 1996 as an infusion care company with three employees. It has expanded services significantly in fourteen years and now has 30 employees. UICH is a for profit company; however it provided over $475,000 in free and subsidized care in 2009, and UICH employees regularly perform community service activities. Alternative Funding Plans The VNA director and controller have discussed building acquisition with the VNA Finance committee and have had preliminary discussions with representatives of local lending institutions. We fully expect to obtain a mortgage for the non -funded portions of the building costs. Obviously, the more funding we receive from CDBG, the sooner we will realize the full potential of savings, including more opportunity to serve low-income residents of Iowa City. 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 the "status" column, 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. 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 copy of your overall agency budget. Public Facility, Planning & Other Projects 135 FYI CDBG Funding Request Budget Breakdown (Include only those costs directly related to the project.) Expense Category Type Status (e.g. salaries, acquisition, rehab) If possible, please prioritize List Source of S N CL E the budget CDBG Funds Other Funds Other Funds __' M cg $ Please place an 'X" in the box that applies: Property Acquisition $500,000 $105,000 VNA Capita% X Feb 5000 sq. ft. @a $121/ sq. Bank Loan 2011 It. Construction & Material $ $50,000 Bank Loan X Feb Costs- Reconfiguration 2011 of interior @ $10/sq, tt. Bank Loan X Feb New Carpeting- Material $ $29, 000 ($221 600) & Labor 2011 (6,400) Computer/ Telephone $ $6, 440 VNA Capital X Sep wiring- Material 2011 ($1,000) and Labor ($5440) Exam Room Built Ins $6, 000 $ Feb (Medical Lamp, Blood 2011 Pressure Equipment, Sink/Storage/ Desk) 4 Exam rooms @ 1500/ room Audits- 2011 and 2012 $14, 000 $14, 000 VNA- In Kind X Jun 2011 Jun 2012 $ $ Volunteer Contribution $ Total from Question #11 rota/ L$520,000 $204,440 Amount of private\agency\other funds Amount of CDBG funds Total Project Funding Number of persons assisted Total cost per person Total CDBG Cost Per Person $ 204,440 (a) $ 520,000 (b) $ 724, 440 (c) (a f b) Year 1 5 Years 10 Years 6,976 44,000 105,000 $103.85 $16.46 $6.90 $74.54 $11.82 $4.95 (d) (see question 14) (e) (c _ d) (f) (b = d) Public Facility, Planning & Other Projects 136 FY11 CDBG Funding Request 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 ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Total Is We do not currently expect volunteer labor. 12. Does the proposed project pay full property taxes? OYes ®No (Not VNA portion; UICH will pay property taxes; no CDBG funding will go to UICH portion of project) 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? Oyes ®No If yes, what is the percent of full taxes paid? % and amount paid is $. 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: V funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: January/February 2011: February/ March 2011: March/ April 2011: May to July 2011: August 2011: September/October 2011: October/November 2011: January to March 2012 Property Acquisition Solidify Bank Loan Finalize Office Plans Work with CON Faculty Practice to set up service protocols Identify possible interim service space Construction Bids Begin interim nurse practitioner services Construction Begins Begin planning and development of board for Federally Qualified Health Center (FQHC) Explore additional community collaborations Obtain Exam Room Equipment Carpeting and Computer/Phone Wiring Move Into Facility Continue development of FQHC and community collaborations Complete application for FQHC Public Facility, Planning & Other Projects 137 FYI CDBG Funding Request 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 application is funded, the information in this table will be used as income tanyreting for the CDBGAgreement). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI Percent Iowa City Residents Year One 1693 persons (a) 1590 persons (b) 1774 persons (c) 1221 persons (d) 698 persons (e) 6976 persons (t) 729 Yo (atbtc)=f 60% 5 Years 10 Years 10,678 25,482 10,029 23,932 11,189 26,702 7,701 18,378 4,403 10,506 44,000 105,000 15. Please select 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: Outcome: ® Suitable living environment O Decent affordable housing O Creating economic opportunities Availability/accessibility O Affordability Output Indicator: § Persons O Households O Sustainability O Housing units VNA proposes to improve the overall quality of life for low income individuals by providing increased access to preventive and primary health services and home and community health services. • We will institute a community health center providing ARNP services, with a target of 3000 served in the first year of operation. • We will maintain or increase the number of low income individuals served in our current home and community programs with at least 2650 served year one. 16, On the attached map, indicate the location of the proposed project. We do not have a definite location at this time. We are currently researching locations, and will have a defined location by February 2011. Public Facility, Planning & Other Projects 138 FYI CDBG Funding Request 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 i to June 30) Budgeted Date Project Fiscal Year Funds Recv'd Amount Amount Expended Completed —..... ............ FY08 (July 2007 - June 2008) ..... _._ $2600 $2806 June 30, 2008 - ...- - FY09 (July 2008 - June 2009) - 1 NA NA NA FY10 (July 2009 - June 2010) NA NA NA 18. 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? Eyes ONo 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/A Public Facility, Planning & Other Projects 139 FYI I CDBG Funding Request Housing Project Name: DVIP Transitional Housing Project Type of Project (check one): 0 Homeownership 0 Rental 0 Rehabilitation 1. Lead Applicant Name: Domesj4Xiolence Intervention Program, Kristie Fortmann-Doser Signature (please use blue ink): Applicant Address: P.O. Box 3 70 Iowa City, Iowa 52244 Contact Person: Kristie Fortmann-Doser Title: Executive Director Phone Number:319-351-1042 ext. 112 Fax Number: 319-466-4624 E-mail Address: Kristie(advioiowa org or dvip@dvipiowa orq DUNS Number: 614880438 2. Secondary Applicant (if applicable): Not applicable 3. Type of Applicant (check ones 0 Community Housing Development Organization 0 Private for -profit, individual or partnership applicant 4. Amount of CDBG Funds Requested: $500,000.00 5. Did you attend the Applicant Workshop? Not Applicable 0 Private non-profit organization 0 Public Organization 6. Provide a brief description of the proposed project & complete the table below. The Domestic Violence Intervention Program (DVIP) responds to the effects of violence and abuse within intimate partner relationships, providing 24-hour safe shelter, 24-hour hotline, crisis intervention, and advocacy and support services. Hotline, crisis intervention, advocacy and support services are available to women, youth, and men. Safe shelter services are available to women and their children. We are requesting funding to purchase an apartment property for transitional housing. The DVIP Transitional Housing Project provides victims of domestic violence stable housing, and service supported resources for 18 months. Housing 140 FYI CDBG Funding Request Total Number of Units Proposed: 8 apartment units 8 commercial units Type of Units: Number of Units: Single Room Occupancy Efficiency 1 - Bedroom 2 - Bedroom 8 3 - Bedroom 4+ Bedrooms 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, and/or other market studies that identifies the need for this type of housing in Iowa City and how it will fill a gap in the City's housing market. The Domestic Violence Intervention Program (DVIP) provides safe shelter, crisis intervention services, advocacy and transitional housing services that help keep victims of domestic violence safe from immediate danger and harm. These services are unduplicated in our four county service area (Johnson, Washington, Iowa and Cedar Counties). While residents/clients seek services from DVIP, it is our goal for clients to reach the highest level of safety and self- sufficiency possible. The availability of safe, affordable, and stable housing can make a critical difference in a victim's ability to escape an abusive partner and remain safe and independent. Without viable housing options, many battered women, particularly those already living in poverty, are forced to remain in abusive relationships, accept inadequate or unsafe housing conditions, or become homeless and perhaps increase their risk of sexual and physical violence.' In a Midwest study, 46% of homeless women reported that they had previously stayed in abusive relationships because they had nowhere to go.2 The need for safe, affordable housing for victims of domestic violence has long been a problem cited by advocates, community organizations and local municipalities. Reaching the goal of accessible, affordable housing is a process that sometimes requires several steps, including immediate crisis services, outreach and support services, and secondary or transitional housing. Transitional housing is a critical intermediary resource in assisting victims who face homelessness and overwhelming economic barriers or poverty. The ACLU Women's Rights Project reports that 25% of Iowa's homeless women and children stated domestic violence was the cause of their homelessness. According to Iowa's Statewide Homeless Management Information System (HMIS) 17,908 Iowans were homeless in 2007 and an additional 10,010 were at risk of homelessness (total of 27,571). Last year domestic violence programs in Iowa served more than 30,000 women, men and children. We know the barriers: Women who struggle with poverty, and more vulnerable to homelessness, are also at greater risk of domestic violence. For instance: • While women at all income levels experience domestic violence, poor women experience it at higher rates than women with higher household incomes. Women with household incomes of less than $7,500 are 7 times as likely as women with household incomes over $75,000 to experience domestic violence.3 • Women living in rental housing experience intimate partner violence at three times the rate of women who own their homes.4 ' Menard, Anne. "Domestic Violence and Housing: Key Policy and Program Challenges," VIOLENCE AGAINST WOMEN 2001; 7; 707 2 Wilder Research Center, Minnesota. "Mapping the Margins: Intersectionality, Identity Politics and Violence Against Women of Color," Stan. L. Rev. 1241, 1246 n, 13 3 Callie Marie Rennison & Sarah Welchans, Department of Justice, NCJ 178247, Intimate Partner Violence4 (2000). a Ibid. Housing 141 FYI CDBG Funding Request Trapped Between Violence and Homelessness5 • Abusers typically use violence as part of larger strategies to exercise power and control over their partners and isolate their partners from support networks. As a result, a victim of domestic violence will often have no access to money and friends or family to rely on if she flees a violent relationship. • Because a victim of domestic violence will often leave her abuser multiple times before she finally escapes the violence, she and her children may experience multiple bouts of homelessness. • Many landlords have adopted policies, such as "zero tolerance for crime" policies, that penalize victims of domestic violence. These policies punish tenants when violence occurs in their homes, regardless of whether the tenant is the victim or the perpetrator of the violence. • Federal law requires public housing authorities' leases to state that criminal activity engaged in by a tenant's guests or those under a tenant's control will be cause for evicting the tenant. While Iowa has a provision for victims of domestic violence to have a recourse for appealing the eviction, many victims are unaware of this and don't find out about this recourse until it is too late. • Landlords and public housing authorities often only learn about domestic violence when victims seek the help of police or the courts. When victims know that they may face eviction if a landlord finds out about the abuse, they are less likely to seek this assistance and more likely to submit to the abuse. With funding for Transitional Housing and critical support services, victims of domestic have the tools and resources to empower the life choices they are striving for, to combat the economic barriers many battered women struggle with, and are provided the training and education to build a strong foundation for sustained independence and safety. The DVIP Transitional Housing Project's goal is to provide stable housing and assistance that focuses on the unique needs and safety concerns of victims of domestic violence. At the core of our program operations is the philosophy that victims of domestic violence are respected for their individual strengths, qualities and right to determine their own life course, without blame for the actions of an abusive partner. Our current transitional housing services are funded by the Violence Against Women Act, administered by the United States Department of Justice. This grant provides rental assistance and staff support for service provision for 12 families over a three year time period (beginning in September 2009). Our program's success is based on collaborations with the Iowa City Housing Authority, Goodwill of the Heartland and HACAP. Currently we contract for four transitional apartment units with HACAP and job training/placement resources with Goodwill of the Heartland. In addition, the City of Iowa City and Iowa City Housing Authority have committed TBR funds for an additional four housing units. Our goal is to expand and strengthen our transitional housing services through the acquisition of properties. DVIP programming self-sufficiency is an important feature of our proposed expansion. The property that we are targeting for purchase has eight apartment units and eight commercial units. It is our objective to provide five units for Transitional Housing placement and to use the remaining three apartments and eight commercial units (at fair market rates) to financially support the purchase and maintenance of the property. The property we are targeting is at 220 LaFayette in Iowa City. Built in 1990, there is a total of 17,400 square feet. This location did not flood in 2008, and provides a unique opportunity to house five families or approximately 15 individuals annually, while providing sufficient income from the remaining apartments and commercial units to retire the mortgage appropriately. In addition, we are exploring the commercial units for expansion of our outreach programming. Currently, all agency services originate out of our domestic violence safe shelter location. This creates challenges for two reasons, 1) the space available for outreach services in our current building is overwhelmed by the need, and 2) how confidentiality is affected by the number of clients (in addition to shelter residents) using our shelter location for outreach services. Determining if we can use some of the commercial space in the LaFayette building for administrative and outreach services will take further analysis of the income and expenses generated, and the number of commercial renters needed to maintain our capacity to retire the mortgage. Ultimately, our goal is to expand our transitional housing services, so that will take priority in determining how any new property we acquire will be used. 5 ACLU Women's Rights Project. "Domestic Violence and Homelessness" 2009 142 — Housing FYI CDBG Funding Request In addition to providing rental assistance, services will be provided for a minimum of 6 months, with the length of housing up to 18 months. Our current transitional housing staff will provide the following services: • Case Management, including Safety Planning, Counseling, Support Group and Advocacy, Achievement Plan Development and Outreach Services Post Program Graduation. • Personal Economic Planning, including Educational Workshops, Finance Management Assistance, Planning for Life stages and Credit Management. • Employment Training and Career Planning, including Job applications and Resume Writing, Interviewing Techniques and Practice, Customer Service Skills, Getting Along with Others/Conflict Management, and Job Retention. We currently partner with Goodwill of the Heartland to provide many of these services. • Scholarship Programs, DVIP works closely with the Women's Independence Scholarship Program that provides funds to victims of domestic violence who are independent of a battering partner, to return or maintain collegiate studies. Funds can be used for tuition, books and other daily living expenses during the course of a victim's college career. • Transitional Housing Residents will place up to 30% of their income in an account monthly for permanent housing preparation. Providing appropriate support facilities, contributes to service provision and our client's efforts to increase self- sufficiency. This goal is supported by the current City Steps 2011-2015 Iowa City's Five -Year Consolidated Plan for Housing, Jobs and Services for Low -Income Residents approved by the Iowa City Council on December 14, 2009. As stated, a critical aspect of transitional housing services is providing a safe environment and appropriate facilities for women and youth while they move beyond initial stages of crisis and homelessness to permanent housing. While emergency shelter responds to immediate crisis, transitional housing services that are developed for victims of domestic violence understands that battering and harassing behavior can last long past the time victims leave a relationship. One study found that batterers, on average, stalk their intimate partners for 21 months after the victim successfully leaves the relationship; for this reason, traditional transitional housing programs are not always equipped to respond to victims of domestic violence.6 Approximately $20,000 of the requested funding will be used to improve security and site monitoring at the location. In addition, the City Steps 2011 - 2015 Consolidated Plan also identifies victims of domestic violence as: • Persons at risk of becoming homeless.' • In need of services to prevent homelessness.8 The City of Iowa City, established the following housing and homelessness priorities in its City Steps Consolidated Plan 2011-2015 to respond to the impact of homelessness, and more specifically, preventing homelessness: Improve transitional housing programs for families. • Continue to develop scattered site, transitional housing programs requiring participation in supportive services. • Provide transitional housing for single individuals9. "Persons and families at -risk for homelessness: With more "new homeless" being created during the recession, it is critical that efforts be made to assist them in maintaining their current housing, and not increase the number of homeless in Iowa City. Rental assistance, including rent and utility deposits, achieves this objective and is far more cost-effective than transitioning out of homelessness."10 This statement focuses on maintaining housing; unfortunately for many victims of domestic violence staying in their current home may be dangerous or even lethal. Many victims have to leave their home and risk homelessness to escape violence by an intimate partner. We believe the DVIP is uniquely positioned to address barriers identified in the City Steps publication. This grant provides an opportunity few non -profits can capitalize on and address the service needs of victims that are homeless as a result of violent crime. The City of Iowa City cited the following: 6 National Institute of Justice, US Department of Justice City Steps Consolidated Plan 2011-2015 (page 63) 8 City Steps Consolidated Plan 2011-2015 (page 64) 9 City Steps Consilidated Plan 2011-2015 (page 70) 10 City Steps Consolidated Plan 2011-2015 (page 37) Stalking Victimization in the United States. January 2009. Housing 143 FYI CDBG Funding Request t 1 t i • There is a need for increased capacity within non-profit organizations that develop affordable housing. Non-profit organizations typically operate on shoe -string budgets. Without ready access to pre - development assistance, non-profit developers are very limited in their ability to explore the feasibility of a project. The number of experienced staff dedicated exclusively to housing development indicates how much time and effort a developer can devote to creating new housing. A staff of several full-time employees working exclusively on locating sites and developing financing packages, as well as overseeing construction, enables a developer to focus on its mission to build housing. • The ability to successfully make the transition from renting to home ownership can be daunting. Learning how to budget, allowing for home maintenance, keeping a credit history in good shape —all of these elements are key components of home ownership counseling which must be available to first time homebuyers to help them achieve long-term stability and avoid default or foreclosure. While the City provides and supports a homebuyer counseling program through ICHA and the Iowa City Area Association of Realtors, there remains a need for additional counseling, particularly in the areas of financial literacy and credit counseling." Our goal is to move victims who would be homeless due to domestic violence from our emergency shelter program into safe, supported housing that focuses on skill development, community based support, and working towards permanent sustainable housing. It is our intention to carry this out in a fiscally responsible manner that capitalizes on our strengths as a non-profit organization 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. Acquisition of existing rental units Priority Need 11 City Steps Consolidated Plan 2011-2015 (page 40) Hiah Priority Need Level (High, Medium or Low) Housing 144 FY11 CDBG Funding Request ...3. i Pit,.i, r.:Et t.-r': F'Q' if 1; i,: 9. Please provide the requested loan terms and affordability period: Loan Affordability Principal Interest Amortization Period Yearly Amount Rate (Years) (Years) Payment Terms $1,237,500 6% 25 25 94,956 Requested* *Financing terms will be based on project feasibility and the ability to repay the loan. Terms approved by City Council may be different than what is requested. 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question #16, Project Timetable. Funding Source & Type of Funding Interest Funds: Amount Rate Amortization Term Committed? Iowa City CDBG Funding $500,000 OYes ❑x No (public) State of Iowa HOME or $ OYes ONo CDBG (public) IFA — Low Income Housing $ OYes ONo Tax Credits (private) Bank Loan (private) $1,210,000 6% 94,956 25 yrs. OYes ❑x No annually Volunteer Labor and/or In- $ OYes ONo kind Donations (private) Applicant Contribution of $ OYes ONo Equity (private) Other Public Resources (please list) Dept. of Justice, Violence $40,000 ❑x Yes ONo Against Women Act Transitional Housing Grant Other Private Resources (please list) TOTAL $1,750,000 145 Housing FYI CDBG Funding Request 10b. Please provide the uses of funds for the project. Uses of Funds Amount Acquisition: Building Acquisition $415,500 Land Acquisition $ Site Improvements $50,000 Construction $ Professional Fees $ Construction Finance $ Permanent Finance $ Developer Fee $ Reserves $ Other (please specify): Equipment related to building safety, security, and operations equipment (should we be able to use 1-2 commercial units for outreach services) $34,500 TOTAL (Must equal TOTAL in 10a.) $500,000 Amount of Private Funds $ 1,210,000 (a) Amount of Public Funds $ 540 000 (b) Total Project Funding $ 1,750 000 (c) a + b Number of bedrooms 10 (d) Total public cost per bedroom $54,000/life of the property (e) b _ d Total Cost Per Unit $350,000/1ife of the (f) c _ # propgft Units ** Please note these figures take into account the entire cost of the facility which includes 8 commercial units. Because the rental income generated by the apartments and commercial units is approximately the same amount, here is a calculation on the apartment values alone: Amount of Private Funds $ 335,000 (a) Amount of Public Funds $ 540 000 (b) Total Project Funding $ 875 000 (c) a + b Number of bedrooms 10 (d) Total public cost per bedroom $54,000/life of the (e) b = d proms Total Cost Per Unit $175,000/life of the (r, c t # promw Units 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. Not applicable. 146 Housing FY11 CDBG Funding Request 12. Please identify any identity of interest (I01)frelationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. Not applicable. 13. Does the proposed project pay full property taxes? 0 Yes K No If YES, what is the estimated value of taxes generated from this Project? If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? 0Yes ❑x No If yes, what is the percent of full taxes paid? % and amount paid is $ 14. If partial funds are awarded, will the project/program continue? FK Yes 0 No Any property purchased will have to have the capacity to generate income. In addition, we understand that funding provided through CDBG for this purpose must provide housing support to more than half of the units present in the property purchased. Our calculations show that a building with eight units (with at least five for transitional housing) will be required to make the purchase self-sustaining, and would require funding of 300,000 to 500,000. 15. 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. Not Applicable. 16. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: Award Allocation Date January 1, 2011 March 30, 2011 Property determination May 30, 2011 Property Closing, Determination and Development of any rehabilitation, Notice to current tenants that leases will not be renewed. July 30, 2011 Property Preparations September 1, 2011 Transitional Housing Units claimed based on lease agreements January 2012 Five Transitional Housing Units occupied 17. 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). Victims of domestic violence that face poverty or wage gaps face additional barriers in locating affordable or subsidized housing. DVIP, through the support of this grant, has the opportunity to address some of these barriers, including providing housing without using public assistance or using current transitional housing 147 Housing FYI I CDBG Funding Request resources (HACAP partnership mentioned previously could be freed to address the waiting list HACAP struggles to meet). In addition, having property owned and operated by DVIP also meets the safety and practical needs of our target population. Goal: Increase transitional housing resources for victims of domestic violence in the Iowa City area. Objective 1: Obtain property that has the capacity to support transitional housing units through the commercial income or rental income attached to the same property. Objective 2: Prevent homelessness for a minimum of 5 families or 15 individuals annually without the use of rental assistance or community based subsidized resources. Objective 3: Assist a minimum of 5 families or 15 individuals bi-annually gain permanent housing that might otherwise use rental assistance or subsidized rent. Goal: Provide transitional housing to victims of domestic violence who are homeless as a result of victimization. Objective 1: Victims of domestic violence are at high risk of homelessness. DVIP will provide five units of transitional housing, available for 18 months to individuals and families that are victims of domestic violence. Criteria for acceptance: Victim of domestic violence as assessed by DVIP. Homeless as a result of domestic violence. Income at or below 50% of the median income. Goal: Provide services that assist victims of domestic violence in developing the skills and resources needed for self-sufficiency. • Case Management. • Personal Economic Planning and Savings Account • Employment Training and Career Planning • Scholarship Programs Support 18. 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 permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner -occupied housing units lower than those in the existing market. This project, through the use of income generated commercial property, will allow DVIP to provide victims of domestic violence alternative housing while they prepare, learn and save towards permanent housing. The minimum expected life of the property is 25 years. Over the minimum expected life of the property, DVIP will house 63 families or approximately 185 individuals. In addition, it is our goal to expand beyond this single property to include another 8-12 units in the next 5 years. The purchase of the targeted property will leverage future projects to support domestic violence victims struggling with homelessness and poverty. Reminder: Rental housing projects MUST complete and submit the proforma (excel format) provided by the City with this application. Rental housing applications submitted without the City's proforma will not be considered. 148 Housing FYI I CDBG Funding Request 19. An objective of the CityofIowa 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. The target population is individuals and families that are homeless as a result of domestic violence. Based on program goals to serve individuals and families most affected by poverty, our screening process is most likely to target women and children staying in our 24 hour emergency shelter. Individuals using our shelter services are diverse, including: African American — 48% Caucasian (non -hispanic) — 45% Hispanic — 5% Asian/Pacific Islander — 1% Native American — 1% The current neighborhood surrounding the targeted property is primarily commercial. The housing that exists in the immediate area is apartment housing that targets University students. Our acquisition will assist the neighborhood in expanding both its tenant population and diversity. 20. On the map provided, please show the location of the proposed project. See Attached. 21. 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). **Over the 25 year mortgage life. Number between 0 - 30% median income Number between 31 — 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income 45 households (a) 20 households (b) households (d) households (e) households (f) Total 65 households (g) Percent LMI _100916 (a+b+c+d) = g 22. Please select 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: Outcome: Output Indicator: ❑x Suitable living environment 0 Decent affordable housing 0 Creating economic opportunities 0 Availability/accessibility ❑x Persons 0 Affordability 0 Households ❑x Sustainability 0 Housing units Narrative: Indicators will be based on the number of households assisted annually. The expectation is that at least five households will be assisted annually. An additional indicator will include the number of households successfully placed in permanent, self -supported housing upon completion of the DVIP Transitional Housing Program. 149 Housing FY11 CDBG Funding Request 23. 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) Amount Budgeted Expended Date All Units Fiscal Year Funds Recv'd Amount (as of 10/29/10) Completed FY07 (July 2006 — June 2007) $6,400.00 CDBG $6,400,00 CDBG 12131106 $8, 004.00 $8, 004.00 Forgivable Loan Forgivable Loan FY08 (July 2007 - June 2008) $5895.00 CDBG $5895.00 CDBG 4130108 $8004.00 $8004.00 Forgivable Loan Forgivable Loan FY09 (July 2008 - June 2009) $10,000.00 CDBG No CDBG Funds 4130109 $7944.00 $7944.00 Forgivable Loan Forgivable Loan — final year. FY10 (July 2009 - June 2010) $12,256.00 CDBG $12,256.00 CDBG 9130109 24. 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? 0 Yes 0 No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. 25. 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. Not applicable. 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. The Domestic Violence Intervention Program is a non-profit corporation that is led by a volunteer Board of Directors. The agency's Executive Director has more than 25 years in the anti -violence field working with victims of domestic and sexual violence, with more than 15 years management/administrative experience and has been in the role of Executive Director with DVIP for six years. The agency relies on approximately 20 staff (FTE 16.3) and 40 volunteers. The average tenure of staff is 7.5 years. DVIP is a fiscally sound organization, having weathered these very tough economic times without layoffs or major funding losses. In addition, DVIP retired the mortgage on its sole property after only 7 years of ownership and maintains cash reserves of approximately 3 months expenses. DVIP has solid community support, nearly 19% of our operations budget comes from community supported fundraising, and this is significantly higher than the national average of 8% for human service non -profits in America.12 Administrative expenses and staffing support for this proposed project is provided by the Department of Justice, Violence Against Women Act Transitional Housing Grant. We have successfully administered local, state and federal grants over the past 3 decades. Our most recent federal grant was just shy of $400,000 and leveraged an additional $100,000 in area and state funding. Annually, the DVIP provides crisis services, safe shelter, advocacy, group & individual peer based counseling and transitional housing services to approximately 1700 adults and children, the majority served in our home community, Iowa City. 12 Klein, Kim and Robinson, Andy. Selling Social Change (Without Selling Out): Earned Income Strategies for Nonprofits. Jossey-Bass, 2002 150 Housing FYI I CDBG Funding Request 151 Housing FY1 I CDBG Funding Request - 11 G r m i n r m'' pp N. ctI NCI M m'. m. n'I m N N m n 11 m m m Ol m m m N n N rry N N N d N m m.. O ml N n NI n m m I � NI cod Ol d of �- 6M N M'. O I� d M th u> el el c» ul c» t0 o cmn °J � � vmi v 1. tO n l cl N v°ii' w N m o o m o 0 co 11 a, m iD cmi m o m 0 m' o d 11 M N N m m r m n N rl co m o m m m m o an d m o o m m n n r m.. O� N W cl m N O M O I,!,m m N � O 1 m m N m m m d m m m'.. M m m d N .- m .- W cV M d O > N N m 19 w M. to m w! _ NI 1A a I fA m f9.... rn fA m f9 F9 N, 11 (p m m: ' m. n', m r O,. N d1 N. NI. 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I '' O I •I o o! o T 1 8 o I > I � O O > T 155 Housing Project Name: Isis Affordable Apartments Type of Project (check one): 0 Homeownership Q Rental 0 Rehabilitation 1. Lead Applicant Name: Isis Investments LLC Signature (please use blue ink): Applicant Address: 6 E. Benton Street c/o Taxes Plus, Iowa City, IA 52240 Contact Person: Salome Raheim Title: Managing Partner Phone Number: (319) 530-4375 Fax Number: E-mail Address: Salome-raheins1attnet DUNS Number: 2. Secondary Applicant (if applicable): Signature (please use blue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check ones 0 Community Housing Development Organization 0 Private non-profit organization Q Private for -profit, individual or partnership applicant 0 Public Organization 4. Amount of CDBG Funds Requested: 229,690 156 Housing FYI I CDBG Funding Request 5. Did you attend the Applicant Workshop? Not Applicable 6. Provide a brief description of the proposed project & complete the table below. The Isis Affordable Apartments project will increase affordable, rental housing in Iowa City for small families headed by teen parents (ages 17 to 25) with incomes at 0 - 30% and 31 — 50 of Iowa City median family income. The project proposes to acquire and rehabilitate one multi -family dwelling (4 units) and lease the units to four eligible families. Funds allocated will be used for down payment, rehabilitation and soft costs. Using allocated funds for these expenses will make it possible to charge affordable rents. The project will purchase a four-plex in any Census Tract identified as a non -Low -Moderate Income (LMI) area, as indicated in City Steps 2011-2015 (p. 7), which excludes Census Tracts 17 and 18. Unlike the typical landlord, Isis Investments, LLC has a track record of successfully partnering with tenants to assist them to acquire the knowledge and skills needed to manage and maintain rental housing. Given that teen parents are likely to have greater needs for support, the project will collaborate with United Action for Youth (UAY) to provide services for these families (see attached UAY letter of support). UAY provides parent education and support, Pediatric Nurse in home visits and independent living skills. Teen parents who have graduated from UAY's Transitional Living Teen Parents program or who have received UAY in -home teen parent services will be given priority for rental housing. The UAY Teen Parenting Program will continue to provide services after these families lease an Isis Affordable Apartment. Isis Investments, LLC property management staff will work closely with UAY staff to support the success of these families. To increase accessibility to rental housing, the project will allow families to spread payment of their security deposit over several months, if needed. The project will also advance payment of tenants' water utility deposits, if needed, and allow them to spread repayment over several months. The project will provide culturally and linguistically competent services to increase accessibility of the project to Iowa City's diverse populations. Isis Investments, LLC partners and property management staff reflect some of the city's racial - ethnic diversity (i.e., African -American and Latino), and one staff member is bi-lingual in English and Spanish. Marketing materials, leases and other documents have been translated into Spanish. Hills Bank is a partner with Isis Investments, LLC in providing affordable housing. Hills Bank provides financial planning services and mortgage loans at the most competitive rates available. Total Number of Units Proposed: Type of Units: Number of Units: Single Room Occupancy Efficiency 1 - Bedroom 2 - Bedroom 4 3 - Bedroom 4+ Bedrooms 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, and/or other market studies that identifies the need for this type of housing in Iowa City and how it will fill a gap in the City's housing market. The Isis Affordable Apartments project is needed because it 1) addresses Iowa City's current and projected demand for affordable housing for extremely low-income and very low-income related households; 2) removes the barriers to rental of security and utility deposits; 3) supports teen parents, who are an extremely vulnerable population and at high risk for homelessness, to develop life skills to manage and maintain rental housing; and 4) provides culturally and linguistically competence services to Iowa City's diverse residents. The 2011 — 2015 CITY STEPS Plan identifies improving the quality of life in City neighborhoods for extremely low, very low, and low income households as a focus. Specifically, the Plan establishes as a priority the 157 Housing FYI I CDBG Funding Request rehabilitation of existing housing stock to increase affordable rental housing. Objectives to address this priority include using CDBG funds to rehabilitate 109 units and HOME funds to rehabilitate 29 units (pp. 47- 48). This project contributes to the accomplishment of these objectives. The 2011-2015 CITY STEPS Plan indicates that from 1999 — 2000, persons of Latino (Hispanic) origin increased 80%, from 1,018 to 1,833. Latinos now represent 2.9% of the Iowa City population (p. 5). The Plan states that some residents in need of services, including affordable housing, are unable to take full advantage of these resources due to a lack of information on what is available or inexperience with how to access and coordinate services to best meet their needs (pp. 79-80). Therefore, culturally and linguistically competent services are needed. The project will create increased capacity to provide such services through the project's Latina, bilingual staff member, who engages in outreach to Iowa City's growing Latino population who need affordable housing. Marketing materials, leases and other documents have been translated into Spanish. Excerpts below from CITY STEPS and the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) provide additional evidence of the need for the type of housing this project creates and the strategy the project uses: Housing Needs and Barriers The Iowa City Metro Area Affordable Housing MarketAnalysis Report (2007): • More than one in three households in Iowa City is experiencing housing problems .... Excluding non - family renter households, cost burden is impacting renters at a much higher rate than owners (p. 99). ■ Projected demand for affordable housing, 2007 TO 2012: Extremely low income households are projected to increase by 1,679 across the study area. The majority of this increase (78%) will occur in Iowa City (p. 104). ■ The projected affordable housing demand in Iowa City consists of 649 units for extremely low income households. The 649 units break down into 544 renter units and 104 owner units ... (p. 108). • [I]t is projected that the private housing market will continue to favor higher income households, owners and student renters over lower income households and family renters (p. 116). CITY STEPS PLAN 2011-2015: • There is a need for affordable rental housing for extremely low income and very low income households and persons, the working poor, and families with children (p. 11). Extremely low income households have the greatest need for continued assistance in the form of a subsidy or an affordable unit (p. 32). [Extremely low income and very low income households, the working poor and families with children are the target population of this project.] • Small families, specifically renters, experience the greatest degree of housing problems. Existing affordable housing demand exceeds projected demand, and the need for rental units far outpaces the need for owner units. With the cost of homeownership outpacing real median household income,. providing assistance to rental households would be more cost- effective at this time (p. 37). [The highest priority need this project will serve is small families.] • Market rents for student housing are higher than HUD Fair Market Rents, which can be a disincentive for private landlords to participate in the Section 8 Housing Choice Voucher Program (p. 39). • The student rental market is very lucrative. Leases for newer student apartments include a per -bedroom monthly rent which greatly exceeds what a working family with children could afford to pay (p. 39). • More than half of the privately assisted housing inventory in Iowa City is at risk for conversion to market rate housing (p. 40). • Over the last five years most of the new affordable housing in Iowa City has come from local for -profit developers (p. 19). [Since 2007, the applicant and Managing Partner, individually, have created ten affordable, single family homes in Iowa City from existing housing stock. ] ■ With limited funding available from federal sources, the City must continue to encourage participation from other members of the community [such as for -profit developers] ... to share the costs, risks, and rewards of promoting affordable housing and community development (pp. 19-20). 158 Housing FYI I CDBG Funding Request Strategies to Meet Housing Needs Creating affordable housing from existing housing stock is cost-effective, but landlords need assistance and incentives to implement this strategy: The Iowa City Metro Area Affordable Housing Market Analysis Report (2007) : Given the current production levels of affordable housing, the Iowa City metro area does not have the capacity to produce sufficient units to meet local demand.... To address the projected need in household growth, more housing units will have to be constructed and/or rehabilitated (p. 76). This substantial need cannot be met without significant financial and capacity -building assistance provided to affordable housing developers (p. 120). "Street" rents for student housing are higher than HUD Fair Market Rents, which is a disincentive for private landlords to participate in the Section 8 Housing Choice Voucher Program (p. 94). CITYSTEPS PLAN 2006-2010. [T]here are several other problems that have been identified for these lower income rental households. First the problem of not being able to afford "up —front costs" (security deposits, which sometime may equal up to one or two month's rent). Second, locating an affordable rental housing often becomes a difficult task.... [T]here were numerous comments received during the CITY STEPS citizen participation process expressing the need for more affordable rental units and the barriers caused by the expensive up -front costs (security & utility deposits) on rental units (p. 21). [For example, renters must pay the City of Iowa City an $80 deposit for water service.] Housing Gaps for Teen Parents The incidence of families headed by teen parents is on the rise. In Johnson County, the percent of females ages 15 to 19 who gave birth rose from 2.9% in 2004 to 3.4% in 2008 (Kids Count Data Center, Child and Family Policy Center, 2009). These parents and their children are among the most vulnerable of the small families who "experience the greatest degree of housing problems," as identified in CITY STEPS PLAN 2011-2015 (p. 37). They are at high risk for homelessness and have a high need for decent, affordable and stable housing (see Johnson County Social Services letter of support). UAY provides 18 months of transitional housing for teen parents. Isis Affordable Apartments will provide decent, affordable and stable housing for these families once they have graduated from transitional housing. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. Renter, Small Related, 0-30% of median income Priority Need 9. Please provide the requested loan terms and affordability period: High Priority Need Level (High, Medium or Low) Loan Affordability Principal Interest Amortization Period Yearly Amount Rate (Years) (Years) Payment Terms $223,000 0% 30 30 Requested* * Total funds request: $229,690 includes loan amount of $223,000 plus grant of $6,690 for developer fee. Requested payment terms: 0% interest, 20 year deferment, followed by yearly payments of $22,300 for 10 years. 159 Housing FY11 CDBG Funding Request 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question #16, Project Timetable. & Type of Funding Interest FFundingurce unds: Amount Rate Amortization Term Committed? BG Funding $229,690 0% 30 ')Yes RINo (public) State of Iowa HOME or $ DYes ONo CDBG (public) IFA — Low Income Housing $ DYes ONo Tax Credits (private) Bank Loan (private) $175,000 5.75% 30 DYes dNo Volunteer Labor and/or In- $ DYes ONo kind Donations (private) Applicant Contribution of $ DYes ONo Equity (private) Other Public Resources (please list) $ DYes ONo Other Private Resources DYes ONo (please list) $ OYes ONo TOTAL $404,690 10b. Please provide the uses of funds for the project. Uses of Funds Amount Acquisition: Building Acquisition $ 350,000 Land Acquisition $ Site Improvements $ 45,000 Construction $ Professional Fees $ 3,000 Construction Finance $ Permanent Finance $ Developer Fee $ 6,690 Reserves $ Other (please specify): $ TOTAL (Must equal TOTAL in 10a.) $ 404,690 160 Housing FYI CDBG Funding Request Amount of Private Funds $ 175,000 (a) Amount of Public Funds $ 229,690 (b) Total Project Funding $ 404,690 (c) a + b Number of bedrooms g (d) Total public cost per bedroom $ 28,711 (e) b _ d Total Cost Per Unit $ 101,173 (f) c= # Units 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 ( ) hours x $_ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Total (include in 10 a.) 12. Please identify any identity of interest (I01) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. There are no such relationships. 13. Does the proposed project pay full property taxes? DYes 0 No If YES, what is the estimated value of taxes generated from this Project? $ 11,000 If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? DYes (:)No If yes, what is the percent of full taxes paid? % and amount paid is $ 14. If partial funds are awarded, will the project/program continue? DYes RINo If yes, at what level? 15. 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. Not Applicable. Housing 161 FYI I CDBG Funding Request 16. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity : January 2, 2011 Funds released/Proiect start date January 2, 2011 Begin work with UAY to identify eligible teen parents receiving in -home services and those scheduled to graduate from Transitional Living Program within 12 mths December 31, 2011 Identify and sign purchase agreement on four-plex• apply for mortgage loan August 1, 2011 Purchase four-plex, rehabilitate and lease units to four eligible families as leases of existing tenants expire 17. 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). The project will serve four families —small, related households headed by teen parents —providing affordable rental housing. The term of affordability is 30 years. The FY 2011 project goals and services provided are listed below: Goal 1: Provide affordable, rental housing in Iowa City for families between 0 - 30% and 31 — 50% median income. Strategy 1.1: Acquire and rehabilitate one multiplex with four units. Strategy 1.2: Purchase a building in a Census Tract/Block Group that has been identified for additional affordable housing opportunities (FY 07 Location Map, Iowa City — City Council). Goal 2: Remove barriers to rental for extremely low and very low income teen headed families. Strategy 2.1: Allow tenants to spread their security deposit over several months. Strategy 2.2: Pay water utility deposit for tenants, if needed, and allow tenants to spread repayment over several months. Goal 3: Support tenants' success in managing, maintaining and remaining in their rental unit. Strategy 3.1: Recruit teen parents who are participating in UAY's In -Home Teen Parenting and Transitional Living Teen Parent programs. Tenants will continue to receive services from UAY. Isis Investments, LLC property management staff will collaborate with UAY staff to address needs of tenants. Strategy 3.3: Provide additional information and referral services to connect tenants to community resources they may need to promote family well-being. Benefit: Families participating in the project will 1) have high quality, affordable rental housing; 2) receive support to successfully manage, maintain and remain in a rental unit; and 3) receive family support services through UAY. Consequently, families will have greater housing stability. Quality affordable housing is linked to improved educational performance and health of school -age children and their families ( The Iowa City Metro Area Affordable Housing Market Analysis Report, 2007, p. 71). Housing 162 FYI CDBG Funding Request 18. 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 permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner -occupied housing units lower than those in the existing market. The project will provide affordable housing at rental rates lower than those in the existing market by using CDBG funds to make a down payment of a sufficient amount to significantly reduce the mortgage loan amount. A smaller mortgage loan will result in a smaller annual loan payment, making lower rents possible. CDBG funds will be used to cover soft costs and rehabilitation, which will also help to keep rents lower than existing market prices. To achieve long-term affordability, a 30 period of affordability is proposed. Reminder: Rental housing projects MUST complete and submit the proforma (excel format) provided by the City with this application. Rental housing applications submitted without the City's proforma will not be considered. 19. 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. Isis Affordable Apartments will serve teen parent, rental families whose Priority Need Level is High due to cost burden, as shown in the 2011 — 2015 CITY STEPS Plan. Four families will be served. Two will be related households with incomes of 0-30% of median family income (MFI). The remaining two families will have incomes of 31-50% of MFI. All will be small, related household. A multiplex (four units) will be purchased in any Census Tract identified as a non -Low -Moderate Income (LMI) area, as indicated in City Step5 2011-2015(p. 7), which excludes Census Tracts 17 and 18. Creating affordable rental housing in non-LMI areas will increase the income diversity of Iowa City neighborhoods. Past project achievements have contributed to this income diversity. Houses purchased in FY 2009, FY 2010 and FY 2011 with CDGB/HOME funds are located in Census Tracts 1, 5, 13 and 14, all non-LMI areas. Regarding racial/ethnic diversity, the applicant has a track record of promoting neighborhood diversity. Together, the applicant (Isis Investments, LLC) and managing member (Raheim) own nine affordable rental properties, including one in Oxford, IA. All tenant families are racial -ethnic minorities with extremely low - incomes and contribute to the racial/ethnic and economic diversity of their neighborhoods. Two families have Spanish as their first language, contributing to language diversity of their neighborhoods. The Iowa City Metro Area Affordable Housing Market Analysis Report(2007) suggests additional benefits this project will have for the community: The Iowa City metro area needs people who need affordable housing. People who fill critical jobs in the region cannot afford to live where they work. Creating affordable housing opportunities for these households is a priority (p. 120). Addressing the need for affordable housing, particularly for lower income families with children, is much more than simply a housing issue. Its proven impact on the educational performance and health of school -age children and their families makes it a community issue with far-reaching, long term consequences (p. 71). [A]ffordable housing developments that are well -designed, smartly -integrated and effectively managed have been shown to enhance property values rather than diminish them (p. 121). Housing 163 FYI CDBG Funding Request 20. On the map provided, please show the location of the proposed project. This project will purchase a multi -family building in any Census Tract identified as a non -Low -Moderate Income (LMI) area, as indicated in City 5teps2011-2015(p. 7). Until the property is purchased, the location cannot be shown on the map. In FY 2009 and FY 2010, the applicant purchased houses with CDGB/HOME funds located in Census Tracts 1, 5, 13 and 14. 21. 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 Number between 31 — 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income 2 households (a) 2 households (b) households (d) households (e) households (f) Total 4 households (g) Percent LMI 4 (a+b+c+d) = g 22. Please select 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: 0 Suitable living environment 0 Decent affordable housing 0 Creating economic opportunities Outcome: 0 Availability/accessibility 0 Affordability 0 Sustainability Output Indicator: 0 Persons 0 Households 0 Housing units 23. 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) 164 Housing FYI CDBG Funding Request Fiscal Year Funds Recv'd Budgeted Amount Amount Expended (as of 10/29/10) Date All Units Completed FY07 (July 2006 — June 2007) $ $ FY08 (July 2007 - June 2008) $ $ FY09 (July 2008 - June 2009) $ 94,000 $ 94,000 Aug. 5, 2008 FY10 (July 2009 - June 2010) $ 150,000 $ 150,000 Feb. 1, 2010 24. 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? 2 Yes 0 No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. 25. 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. Although Isis Investments, LLC received CDBG/HOME funds in the two previous fiscal years, we note here relevant details about our capacity, commitment and experience. Since 2007, Isis Investments, LLC (the applicant) and Salome Raheim (Managing Partner) have converted twelve market value priced homes into affordable housing and rented them to income eligible families, most with Section 8 housing vouchers (eeevent in Iowa City and one in Johnson County). Prior to receiving CDGE/HOME in FY 2009, Isis Investments, LLC partners —Salome Raheim, Yvonne Roberts and Joshua Raheim—began creating affordable housing in Iowa City and Johnson County with private funds (i.e., bank loans and personal funds) and volunteers. Two houses were purchased and rehabilitated and a third house that had been rented at market value was converted into an affordable housing unit. The first acquisition was a collaboration with community volunteers in Oxford, IA to purchase and rehabilitate a vacant, neglected property. Isis Investments, LLC maintains a collaborative and supportive relationship with all tenants. The capacity to support tenants was increased in FY 2009 by hiring Yolanda Spears, a social worker, to serve as Property Manager. In FY 2010, the addition of an Assistant Property Manager, Ladiester LaMaster, who is Latina, bi- cultural, bi-lingual and a social service provider, has expanded our capacity to recruit and effectively serve Spanish-speaking families. In FY 2011, two Spanish-speaking families are leasing Isis Investment, LLC properties. Our history of acquisition, rehabilitation and management of affordable rental properties, as well as the culturally and linguistically competent support services provided to tenants, demonstrate our experience, capacity and commitment to undertake the proposed project. Isis Investments, LLC Managing Member, Salome Raheim has extensive administrative and financial management experience. She was director of the University of Iowa School of Social Work for over seven years and served for 1.5 years as Senior Associate to the President of the University of Iowa. As the School of Social Work director, she was responsible for oversight of more than thirty faculty and staff, the general operating budget and over three million dollars of grants and contracts. Isis Investments, LLC Property Manager, Yolanda Spears is the director of the Iowa City Community School Family Resource Center (FRC) at Lucas Elementary. As the Lucas FRC Director, she is responsible for working with parents to encourage meaningful involvement in their children's education, to strengthen families, connect families to district and community resources, provide education, manage (financially and oversight) of grant supported programming and counseling to build skills, help create a welcoming school environment in which families feel supported and accepted. She works with Isis Investment, LLC tenant families to assist in gaining knowledge and skills and removing barriers to maintaining their homes and good relationships in their new communities. 165 Housing FYI I CDBG Funding Request Raheim, Roberts, Spears and LaMaster each have knowledge of teen parents, which also demonstrates capacity to undertake this project. They have personal experience living in low-income urban areas. All are trained human service/health care professionals with professional experience working with the teen parents. They have excellent communication and assessment skills and have been able to effectively interview and screen rental applicants and maintain positive and supportive relationships with tenant families. 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. Isis Investments, LLC has three partners (members) and two staff: I Salome Raheim, Managing Member, has authority to enter into agreements and sign contracts for the organization, has general oversight of project activities, including site selection and acquisition, marketing, tenant recruitment, eligibility determination and selection, fiscal management and reporting. Raheim receives no salary or owner's draw. Joshua Raheim, Member, has Power of Attorney representing Salome Raheim to sign agreements and contracts for the organization, and participates in site selection and acquisition, rehabilitation, maintenance and repairs. J. Raheim periodically receives hourly wages for property maintenance. Yvonne Roberts, Member, participates in site selection and acquisition, tenant selection, fiscal management and reporting. Roberts receives no salary or owner's draw. Yolanda Spears, Property Manager/Family Support Coordinator, serves as site coordinator, with authority to sign contracts for repair work, coordinate activities related to property management, rehabilitation, maintenance and repairs. She assists with project marketing, site selection, reporting, tenant recruitment, eligibility determination and selection. She works with tenants to provide information and referral services, as well as coaching and training on rental unit maintenance, as needed. Spears receives a monthly property management fee. Ladiester LaMaster, Assistant Property Manager/Family Services Coordinator, translates project documents into Spanish, assists with project marketing and tenant recruitment, especially among Spanish speaking families, provides Spanish translation services during interactions with potential tenants, provides information and referral, coaching and training on rental unit maintenance to tenants, as needed. LaMaster receives a monthly property management fee. ATTACHMENTS: Isis Affordable Apartments FY 2011 Proforma Letter of Support — United Action for Youth Letter of Support — Johnson County Social Services Housing 166 FYI I CDBG Funding Request N N ttOJ c0 n Oi !� N � r wlf3 Yl N O N N t+Oj r o m r rn o m m �i fO n rrt0 Oi O nO yo N tOp O .wYN No:rn ;(nj O°i } M w w w w w m w NN w fA w M w w w N w V w . w w N w N w M > # t r O r V nW00 p N N O �+Nl OOi Q N N N M O N M ry N N r O N w w w w w w w w w w w w w W w pp N w O w w n O n a O n a M Q O M O m 9 M Q Q pp N Q N p O m fD MN Till w w w w w w w w w w w w w w 6p W S w w w } p 0 r 9 o r O N a in r O N r M W o of O =n N N m <° N m M h N N a N O n O O uNi N O 6 W > w w w w w w w w w w w w w p � CY w w w # aI M M M m Of A tMfpp f° 00 r N �Oyi tp O O N O t0° 00 T N O N N N n o O O O W (h N ry Q K cq M O� T r r tP O N N cp O OD w w w w w w w w w w w w w w y fw� .... 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N 0 } # w w w'r rs: w w w w w w w w w w w top � O � � t00 too N ° a m o m o tV N N N N N } p # w w w b9 w w w w w w w w w w w N N N N N N O } # w w w w w w w w w w w w w 170 ted AcuonU for Ybuthtk-k October 28.2010 Salome Raheim, PhD, ACSW Managing Member Isis Investments, LLC c/o Taxes Plus 6 E. Benton Street Iowa City, IA 52240 RE: Letter of Support Isis Affordable Apartments Project Dear Ms. Raheim, United Action for Youth would like to express our support for the Isis Affordable Apartments Project as it will increase affordable, rental housing for many of our teen parent program participants. While our program and grant request focuses on transitional living, this project would till the need of permanent, safe and affordable housing for many of our young families. Once teen parent families complete our Transitional Living Program, it is often a struggle to find safe housing at an affordable cost. This project will allow us to partner with Isis and continue to provide families with the necessary support for them to succeed in our community. Isis Investments, LLC has a successful track record of working with tenants to assist them to acquire the knowledge and skills needed to manage and maintain rental housing. Their experience and willingness to work with families, makes this collaboration with UAY's Transitional Living Program appealing. We are grateful for the opportunity that Isis will provide UAY through this grant to better serve our families. If I can provide any additional information please feel free to contact me. Sincerely, A Jim Swaim Executive Director 171 United Y dr United Action for Youth ■ 410 Iowa Avenue ■ P.O Box 892 ■ Iowa City. IA 52244 Wa Phone 319-338-7518 0 Fax 319-337-7999 0 www unitedactionforyouth org Social Services Amy Correia, LMSW — Director October 26, 2010 Salome Raheim, PhD, ACSW Managing Member Isis Investments, LLC c/o Taxes Plus 6 E. Benton Street Iowa City, IA 52240 Dear Dr. Raheim: It is my pleasure to write this letter of support for Isis Investments, LLC application to the City of Iowa City to provide affordable rental housing for young parents with incomes below 50% of the family area median income. This application responds to a real need in Iowa City for affordable housing for a population that is most vulnerable — teen parents and their young children. The United Way Community Needs Assessment (WATV' initedw� documents a 64% increase in the number of children 5 years and younger living in poverty, and a 14.1% increase in the % of Black families living in poverty compared to 10 years ago. While certainly all families living in poverty may experience similar barriers to financial stability, those headed by a teen parent may face unique needs, including interruption in high school education and a need for positive parenting tools and support. Securing a safe and stable permanent home, coupled with specialized support services is an important component to the building healthy families. Isis Investments, LLC has successfully partnered with tenants to assist them to acquire the knowledge and skills needed to manage and maintain rental housing. Their proposed collaboration with United Action for Youth's (UAY) Teen Parenting Program will help to identify prospective tenants and provide these tenants with the support that they need. Isis Investments, LLC property management staff will work closely with UAY staff to support the success of these families. Additionally, this project is unique in that it responds to the growing diversity in Iowa City by providing culturally and linguistically competent services. Isis Investments, LLC partners and property management staff reflect some of the city's racial -ethnic diversity (i.e., African -American and Latino), and one staff member is bi-lingual in English and Spanish. I hope that this application receives serious consideration by the City of Iowa City. It offers an important investment to assist young families to be successful through the provision of safe and stable permanent housing. Sincerely, a*W4 Amy Correia, LMSW ......... ...... _... ...... ......... _...... _ ........ .... Johnson County Health & Human Services Bldg.• 855 S. Dubuque Street, Ste. 202B • Iowa City, IA 52240 • Phone 319.356.6090 • Fax 319.688.5711 172 Housing Project Name: Land Acquisition Type of Project (check one): 0 Homeownership Q Rental 0 Rehabilitation 1. Lead Applicant Name: Mayor's Youth Empowerment Pro ram MYEP Signature (please use blue ink):-- t — Applicant Address: 407 Highland Court, Iowa City. IA 52240 Contact Person: Roger Lusala Title: Executive Director Phone Number: 319-341-0060 Fax Number: 888-883-1235 E-mail Address: r.lusalaOmyep.us DUNS Number: 011402877 2. Secondary Applicant (if applicable): Signature (please use blue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (checkonek 0 Community Housing Development Organization 0 Private for -profit, individual or partnership applicant 2 Private non-profit organization 0 Public Organization 4. Amount of CDBG Funds Requested: $199,600.00 ($49,900 x 4units) 5. Did you attend the Applicant Workshop? Not Applicable Housing FYI CDBG Funding Request 173 6.Provide a brief description of the proposed project & complete the table below. MYEP would like to develop four zero entry and wheelchair accessible rental homes for individuals with disabilities MYEP currently owns two affordable side by side duplex rental properties MYEP also manages five homes occupied by individuals with disabilities receiving services from MYEP and also is currently in the process of acauinng another four bedroom single family dwelling, MYEP continues to strive to meet the need of providing affordable housing to individuals with disabilities however, it is very di/f cult to find zero entry, wheelchair accessible properties that are affordable for renters in the Iowa City, Cora/ville, and North Liberty area Such accommodations as roll in showers wide halls and doorways accessible appliances and open floor plans are rare People served by MYEP have numerous mobil issues and renting homes with stairs is becoming more of a safety issue considering the danger of falling and staff getting back Q&ries by truing to lift people to use bath tubs Lifting equipments such as Hovers are expensive for people living on a tight budget of around $675 a month They simply cannot afford this necess/tK MYEPs vision is to take a proactive approach in deve) ping homes that can be built to accommodate people with disabdities and their phvsica/ needs. MYEP has a relationship with a developer that has land which can accommodate the building of such units MYEP also has a great relationship with a financial institution that has financed the purchase of our current units and will be willing to work with us on the financing of buildings for the future. We would like to build four units if at a// possible • however the number of units can be reduced based on availability of funds for the purchase of the land. Total Number of Units Proposed: 4 Type of Units: Zero en&v- .WheelchairAl Single Number of Units: 4 &gLJ& Homes Single Room Occupancy 0 Efficiency 0 1 - Bedroom 0 2 - Bedroom 0 3 - Bedroom 0 4+ Bedrooms 4 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, and/or other market studies that identifies the need for this type of housing in Iowa City and how it will fill a gap in the City's housing market. The scarcity of affordable zero entry wheelchair accessible homes in the Iowa City area are the main reasons this proiect is needed. Many rental units in the area do not provide the true level of accessibility needed by individuals with disabilities and the elderly. According to the information from CITY STEPS the City will support the efforts of organizations that provide supportive services transition and permanent housing options to persons with disabilities. MYEP'i proposed protect is within the purposes of utilizing HOME funds for tenant -based rental assistance in the Iowa City area. According to CITY STEPS there are three primary reasons for fundIng such projects There is a high demand for affordable rental housing for non -student households in Iowa City• Much, if not most of the rental housing stock is located within the downtown area and within close proximity to the University of Iowa and is marketed to the student population. As a result, rental rates are based on a per -bedroom lease For Housing FYI I CDBG Funding Request - 174 example a three -bedroom apartment targeted toward students might rent for $450/month per bedroom resulting in a total apartment rent of $1,350/month. This rent is out of reach for a lower income family of four searching for a three -bedroom unit. In order to make the local rental market more affordable to lower income non -student households the City uses HOME funds to subsidize the cost of monthly rent for eligible renters Secondly, the waiting list for Section 8 Housing Choice Vouchers includes over Z 300 applicant households with an average waiting time of 12-14 months. The use of HOME funds to supplement the Section 8 rental assistance ,program enables to city to make more rental units affordable to lower income households Fina//v federal funding for the Section 8 Housing Choice Voucher program has been severely decreased in the recent past with no indication of increased budget authority in the future Consequently the city has capitalized on the use of HOME funds for tenant -based rental assistance to complement other on -going affordable housing initiatives in Iowa City. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. Affordable Accessible Homes for persons with disabilities Hiah Priority Need Priority Need Level (High, Medium or Low) 9.Please provide the requested loan terms and affordability period: Loan Affordability Interest Amortization Period Yearly Principal Amount Rate (Years) (Years) Payment Terms $ 199,600.00 0 0 0 0 Requested* ($49,900 X 4 Units) *Financing terms will be based on project feasibility and the ability to repay the loan. Terms approved by City Council may be different than what is requested. Housing FYI I CDBG Funding Request 175 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question #16, Project Timetable. Funding Source & Type of Funding Interest Funds: Amount Rate Amortization Term Committed? Iowa City CDBG Funding $199,600.00 DYes ONo (public) State of Iowa HOME or $0 OYes ONo CDBG (public) IFA — Low Income Housing $0 OYes ONo Tax Credits (private) Bank Loan (private) $740,000 5% 25 years 60 DYes ONo Volunteer Labor and/or In- $0 DYes ONo kind Donations (private) Applicant Contribution of $0 OYes ONO Equity (private) Other Public Resources 0 (please list) $0 OYes ONo Other Private Resources (please list) $0 OYes ONo TOTAL $9391600 10b. Please provide the uses of funds for the project. Uses of Funds Amount Acquisition: Building Acquisition $ Land Acquisition ($49,900*4) =$ 199,600 Site Improvements $0 Construction $0 Professional Fees $0 Construction Finance ($185,000*4)=$ 740,000 Permanent Finance $0 Developer Fee $0 Reserves $0 Other (please specify): $0 $0 TOTAL (Must equal TOTAL in 10a.) ($234,900*4)=$ 939,600.00 Housing FYI CDBG Funding Request 176 Amount of Private Funds $_740,000.00 (a) Amount of Public Funds $ 199,600.00 (b) Total Project Funding $ 939,600.00 (c) a + b Number of bedrooms 16 (d) Total public cost per bedroom $ 12,475.00 (e) b _ d Total Cost Per Unit $ 234,900.00 (f) c _ # Units 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 ( ) hours x $_ per hour = Skilled labor ( ) hours x $_ per hour = Skilled labor ( ) hours x $_ per hour = Total (include in 10 a.) m 12. Please identify any identity of interest (IOI) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. None 13. Does the proposed project pay full property taxes? QYes No If YES, what is the estimated value of taxes generated from this Project? $S 000 /year X 4Units =$20 000 If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? ()Yes ()No If yes, what is the percent of full taxes paid? %and amount paid is $ 14. If partial funds are awarded, will the project/program continue? QYes () No If yes, at what level? Changing the number of units to dev% 15. 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. NotApp/icab/e. 177 Housing FYI I CDBG Funding Request 16. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: March 1, 2011 Land Acquisition April 1, 2011 Start Construction on unit 1 17. 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). This pro'e� ct will rovide affordable accessible rental housing to individuals with disabilities whom are living on the 0-3096 MR. The organization is not seeking to make profits from these units, only to cover the cost of repairs mortgage insurance, and operation cost. This in turn will provide affordable rental options to the tenants. 18. 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 permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner -occupied housing units lower than those in the existing market. The organization will seek ways to subsidize the rental cost of the individuals residing in these units and manage the units without making profits Reminder: Rental housing projects MUST complete and submit the Performa (excel format) provided by the City with this application. Rental housing applications submitted without the City's Performa will not be considered. 19. 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. This protect will serve individuals with disabilities with low income. The project will also ,oromote diversity within the neighborhoods that will be developed, 20. On the map provided, please show the location of the proposed project. 21. 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 16 households (a) Housing FYI I CDBG Funding Request 178 Number between 31 — 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income 0 households (b) 0 households (d) 0 households (e) 0 households (f) Total 16 households (g) Percent LMI 1 (a+b+c+d) = g 22. Please select 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: Q Suitable living environment QDecent affordable housing 0 Creating economic opportunities Outcome: QAvailability/accessibility QAffordability 0 Sustainability Output Indicator: Opersons 0 Households 0 Housing units 23. 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) Amount Budgeted Expended Date All Units Fiscal Year Funds Recv'd Amount (as of 10/29/10) Completed FY07 (July 2006 — June 2007) $ $ FY08 (July 2007 - June 2008) $ $ FY09 (July 2008 - June 2009) $ $ FY10 (July 2009 - June 2010) $ 90,000.00 $ 90,000.00 Public Facility Project: Rehab 10.25.10 24. 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? 0 Yes 0 No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. 25. 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. N/A 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. 179 Housing FYI I CDBG Funding Request Mayors Youth E powerment Program (MYEP) is a private non -for profit organization managed by an executive director and a volunteer Board of Directors 180 Housing FYI CDBG Funding Request 181 Q W M m N M O el OIN r iz W O O O O n M cc6 O O lfl b9 to 69 M W M y3 V3 to to (A M W �� g4 y, f9 ui M ss � V Q � N3 f9 d3 EA IA fA W d3 to f9 f9 (A fA ��� H V) N N V W00 OWi M W O '€ OWi O W W 16 to Vi f9 ��� .- f9 f9 f9 t9 d3 Hi f9 fA b� !A e9 �' H Vi �p n N N V N r ro O O O OOD �� h N O r R � f9 fA fA f9 f9 43 fA Y3 F/3 M Vi f9 Vf �: p(� ({� y� fA Vi •- V [n0 r N r O Ol f0 QM N W iJ N O a ry <O m A m N i0 V V C n r A W W N i0 r0 O N E9 fA (fl iA fA fA W M fA f9 E9 1A fA M D(y. �}. fA (A f9 � O r YJ N } W W n N W O h �, W O O N .T •• f9 Hi f9 t9 FH (fl fA fA V3 fA fA Yi (A fA �j f9 f9 fA O r O O h r rn M N N N V N O V n n W N m W m A O f9 (fl Ni fA f9 !A 69 E9 69 V3 f9 f9 f9 f9 h N r N N ^ V r r N r M O m W M W C N N IC W m p O OOi O1 OOi m M OOi N W m W n W .- f M r � !9 f9 M N Vi f9 t9 e9 d3 N3 to Y3 to fA ��} � M fA E9 o r r O W N m a a n m ii M oo r - rn v e N W in M o , M M co 0 a: o , o O o M OW O� N M N N N O n O N N C0 G C9 - o - U > w W 2 O U (� - U (n + o + U F o u u p a p u - p + o w 'm k m ai ai co O a d r o 0 � �, v m Co 2 a)a�i o c d �tf! d o w CL x rm o y L 3 c .o o 0 f Co2 C N w W= f2 .0 r� c c = m a LL N a) C ; 7 N ♦lQ� y V ,^ vI e � N c E aC-r eo C > N J 41 W t� .0 cp C s �.. °� m E i- m a N a� 4 Z 2 a > O $ 8 m i E j N C N C rc V c C y O Z o 0 a) N (n (A 0 = � = - L 8 N f o ` L o _ LL g Y 9 O E— c9 > S co aO �o °o F- V4O— w V O !� C N*�OCQ) a O L N M A Cp f� W m fr W00 aL - J a 182 O O M r p m m r M O (� O �+y 3'6', c�3 O O O O FA EA f9 � �' t9 Vi b3 Hi V3 i9 f9 to f9 b9 fA � m r m M rn cl of rn M ai us ai w fIA' en w a> » w e� va en �» w en co o M m m ro vi poi, M O O N M m M M C f9 f9 M f9 N3 M M e9 lA t9 fA bi N3 fA N O O O O N N N N M n (V e o tl5� RRiiSS tD M M fp a y N N r � O O (p O [G M Q1 fA d3 iA (R' fA f9 fH !A Iq (ry fq fA d3 f9 fA L() O �" M W OOi m OI Lq O h O i[J h N N N M di V3 EA '.b9', fA (fl V3 f9 (A f9 fA E9 fA fA F9 O M N N N ry t+? cD O t73 N OJ f00, Iq �V� f9 fA W #!, (fl f9 M f9 f9 E9 to V3 f9 t9 Yi M O W,3 M M O T � c+i r ti: v ri ri of M V O � O IA O O V : C N N CO M O o (O b (O 00 M [O M OJ M m N. 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O m m m m m 3' CD O{ O CA O m m m m c6 mr mr m O M N N N N N I, M N CV } s,N` fA CA f9 '.'8�"'''.. f9 (A fA 4f CA f9 (A fA U3 Vi Hi m In O O iJ O .� 1^i} O O m O m m m In m m a LqO N N N N p fA to b9....... �:..: M fH dD f9 b9 f9 EA fA fA V3 fl3 MYEP Zero entry wheelchair accessible homes prod ect, 186 •S'1N�V717 •� yino,y 9,joSeW 9 187 Wm J,a aro�v �Q NAWW aozi9zreo •7iLva L-1 •.en •Trox •s1N�V��-9•NhIS Ja• � i•112101 'ik3G41fIN 173fOLld uel d }da�uo� ua� 'Aa MX)3H� • 7Vf 'AD WOb'M9 y}no� SIJOReW aovcai.o '31va • 188 Li d a o O U U-o J W W = >z JLL ZQ � O Arlino±on Devefop Subject: Arlington Development From: "Neal Hunger" <neal-arlington@gwestoffice.net> Date: Thu, 7 Oct 2010 10:20:53 -0500 To: "Roger Lusala" <r.lusala@myep.us> CC: <john-arlington@gwestoffice.net> Roger John asked me to email you the attached floor plan. Also, here is the cost break down... Land - $ 49,900.00 House - $185,000.00 Total - $234,900.00 Neal Hunger Project Manager / Estimator Arlington Development 1486 S First Ave Iowa City, Iowa 52240 Office: 319.338.8058 Cell: 319.631.4810 Fax: 319.338.0153 email: neal-arlington@gwestoffice.net A1-MayorsYouthPDF.pdf Content -Type: application/pdf Content -Encoding: base64 ---- Mayo rsYouthPDF.pdf MayorsYouthPDF.pdf Content -Type: application/pdf Content -Encoding: base64 189 1 of 1 10/27/2010 4:14 PN Housing Project Name: Saddlebrook Meadows Part 1 Type of Project (check one): V Homeownership 0 Rental 0 Rehabilitation 1. Lead Applicant Name: MBHG, LLC Signature (please use blue ink): Applicant Address: 2871 Heinz Rd. Suite B Iowa City, IA 52240 Contact Person: Steve Gordon Title: Manager Phone Number:319-354-1961 or 319-631-1849 Fax Number: 319-351-0070 E-mail Address: sgordon@ammanagement.net DUNS Number: 3. Type of Applicant (check one): 0 Community Housing Development Organization V Private for -profit, individual or partnership applicant 4. Amount of CDBG Funds Requested: $650,000 5. Did you attend the Applicant Workshop? Not Applicable 0 Private non-profit organization 0 Public Organization 6. Provide a brief description of the proposed project & complete the table below. The project will consist of 20 attached single family units (10 buildings, 2 attached units per building) for sale to families whose income is at or below 80% of the area median income. 10 units will be 2-bedroom units and priced at $150,000 and 10 units will be 3-bedroom units and priced at $175,000. All units will be handicapped accessible and follow Universal Design standards. We are requesting down payment assistance so families with incomes at or below 80% of the area median income, even those at or below 60% of the area median income, can get into the home, using conventional financing, and start building long term financial stability. Total Number of Units Pro osed:20 Type of Units: attached SF Number of Units: 20 Single Room Occupancy Efficient 1 - Bedroom 2 - Bedroom 10 3 - Bedroom 10 4+ Bedrooms 190 Housing FY11 CDBG Funding Request 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, and/or other market studies that identifies the need for this type of housing in Iowa City and how it will fill a gap in the City's housing market. According to City Steps Elderly and small owner households experience a very high degree of housing problems especially cost burden. Owner households are a high priority. According to the housing study most new homes built are not affordable to low income households and developers should be encouraged to build affordable units. With the assistance of CDBG funds this project will bring 20 new units onto the market that are affordable to those making 50%-80% of the area median income. Because the homes are built to universal design standards the homes are also ideal for the elderly and special needs populations. The homes will allow aging in place. They will be built to the 5 star energy standards and provide low utility costs. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. _Owner Households Priority Need 9. Please provide the requested loan terms and affordability period: _High Priority Need Level (High, Medium or Low) Loan Affordability Principal Interest Amortization Period Yearly Amount Rate (Years) (Years) Payment Terms $650,000 0% Grant 10 none Requested* *Financing terms will be based on project feasibility and the ability to repay the loan. Terms approved by City Council may be different than what is requested. This is a request to help low income households be able to purchase a new house and stay within affordability guidelines. We are requesting a grant program that allows a household at or below 80% of the area median income to get 20% of the purchase price towards the down payment on a new home. The grant would be forgiven 10% per year for the first 5 years. After 5 years up to 10 years 50% of the grant money would be returned to the city if the home was sold or refinanced. After 10 years the grant would be fully forgiven. The city would secure their interest by placing a second mortgage on the home behind the conventional financing. The developer will also consider contract sales to help those borrowers who may have some credit challenges and will work with the city to set up parameters. The buyers of the 10 homes priced at $175,000 will each receive $35,000 and borrow $140,000. At 5% interest for 30 years the payment is $752. With taxes and insurance the total payment is estimated at $980 which is affordable for a family of 4 at 60% of the area median income. The buyers of the 10 homes priced at $150,000 will each receive $30,000 and borrow $120,000. At 5% interest for 30 years the payment is $644. With taxes and insurance the total payment is estimated at $835 which is affordable for a family of 3 at 50% of the area median income. Housing 191 FY11 CDBG Funding Request 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question #16, Project Timetable. Funding Source & Type of Funding Interest Funds: Amount Rate Amortization Term Committed? Iowa City CDBG Funding $650,000 0% Grant 10 yrS (-')Yes ONo (public) State of Iowa HOME or $ OYes ONo CDBG (public) IFA — Low Income Housing $ OYes ONo Tax Credits (private) j Bank Loan (private) $2,600,000 5% 30 yrS 10 yrS OYes ))'No Volunteer Labor and/or In- $ OYes ONo kind Donations (private) Applicant Contribution of $ OYes ONo Equity (private) Other Public Resources (please list) $ OYes ONo Other Private Resources (please list) $ OYes O No TOTALT $3,2 00,000 10b. Please provide the uses of funds for the project. Uses of Funds Amount Acquisition: Building Acquisition, by home owner $3,250,000 Land Acquisition $ Site Improvements $ Construction $ Professional Fees $ Construction Finance $ Permanent Finance $ Developer Fee $ Reserves $ Other (please specify): $ TOTAL (Must equal TOTAL in 10a.) $3,250,000 192 Housing FY11 CDBG Funding Request Amount of Private Funds $2,600,000 (a) Amount of Public Funds $650,000 (b) Total Project Funding $3,250,000 (c) a + b Number of bedrooms 50 (d) Total public cost per bedroom $13,000 (e) b - d Total Cost Per Unit $162,500 (f) c _ # Units 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 ( ) hours x $_ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Total (include in 10 a.) $ 12. Please identify any identity of interest (I01) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. None 13. Does the proposed project pay full property taxes? )gYes 0 No If YES, what is the estimated value of taxes generated from this Project? $41,880 If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? DYes (:)No If yes, what is the percent of full taxes paid? %and amount paid is $ 14. If partial funds are awarded, will the project/program continue? Oyes O No If yes, at what level? We are able to build the house and participate in the program if approved in increments of 2 units, as they are attached. We could participate at a level of 2 units, 4 units etc. up to and including 20 units. 15. 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. Not Applicable. 193 Housing FY11 CDBG Funding Request 16. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: _Spring 2011 Project is platted and ready to go. Development can start in the spring _Summer 2011 Lots will be complete and units ready to build. Units will be built as buyers are _ identified with 2 units to be built right away as models. 17. 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). Project will increase the availability of new construction owner occupied homes that are handicapped accessible, energy efficient and affordable to households between 50% and 80% of the area median income. 18. 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 permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner -occupied housing units lower than those in the existing market. If the owners of the homes that received the grant do not continue to live in the home for 10 years the city will receive back no less than 50% of the grant money to be available for future affordable housing initiatives. According to Realtor.com, there are only 3 homes in Iowa City new construction at or under $175,000 and 0 homes at $150,000. Reminder: Rental housing projects MUST complete and submit the proforma (excel format) provided by the City with this application. Rental housing applications submitted without the City's proforma will not be considered. 194 Housing FYI I CDBG Funding Request 19. 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. This project will attract elderly households, small households and working families at or below 80% of the area median income. The project will provide quality new construction at a price point found nowhere else in town. The direct neighborhood is a mixture of single family, attached single family, duplexes and townhomes and will provide a fresh feel to the SE side of town with the use of alleys and a neighborhood common area. The census tract is 18, block group 1 and 55.8% of the households are low to moderate income. Many units in the area are multi -family rental units (Dolphin Point Enclave, Lakeside Dr., Saddlebrook) in addition there are 2 large manufactured home parks with leased land directly adjacent (Bon -Aire, The Paddock at Saddlebrook). These homes will add the stability of owner occupied households to the neighborhood. 20. On the map provided, please show the location of the proposed project. 21. 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 Number between 31 — 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income households (a) households (b) _20 households (d) households (e) households (f) Total _20 households (g) Percent LMI _100 (a+b+c+d) _ g 22. Please select 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: Outcome: 0 Suitable living environment ;9 Decent affordable housing 0 Creating economic opportunities P Availability/accessibility 0 Affordability Output Indicator: 0 Persons PHouseholds 0 Sustainability 0 Housing units Housing 195 FYI I CDBG Funding Request 23. 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 10/29/10) Date All Units Completed FY07 (July 2006 — June 2007) $ $ FY08 (July 2007 - June 2008) $ $ FY09 (July 2008 - June 2009) $ $ FY10 (July 2009 - June 2010) $ $ 24. 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 0 No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. 25. 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. The 4 principle owners of MBHG, LLC have many years of experience in real estate development including the development of Saddlebrook, Whispering Meadows Parts 2 and 3 and the Sycamore Apartments. MBHG, LLC currently owns the land for this proposed project and will not have any issues getting financing for the development of this project or the construction of the units. 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. Members are Jim Miller, Steve Bright, Brad Houser and Steve Gordon. AM Management provides the management for the entity. AM Management is owned by Jim Miller. Steve Gordon is the VP of AM Management and provides direct oversight of MBHG, LLC. None of the members of MBHG, LLC receive a salary or payment for services from the company and only share in the profits and losses. AM Management receives a reasonable management fee for oversight of the company. Steve Gordon is a salaried employee of AM Management. 196 Housing FY11 CDBG Funding Request Boas o yyI g4 m gn 9 1! 1 all AS all, A 9 1 SO M �hq& -2j Too ` asBIB 19 vivo Z, 10) q 02 kill I) will a.-- 1B, H1 "n ht� s Ft 51,111 n#o MH aba I m 5 =Fml lit M All! pill ji; M�mb U. 'Q� mg I =7 iz ai L Z8 0 z VI ��- K!K,e, loom (� Z u T F' WOE NDiSgQNNtlWHtl MMM SAkOGVgW vO�O7�v7�g�7'R.���77CIaV S J J.,l�LgY 1lY �Lg101Vl�l VQY �l Y �Ll V `1 m 9 z O � r Q 0 Z r Q J Ui Ill yy _ S Q lu �Y t d 200 WnJ NJIS34NNVWHH MMM JAkOCIVRW oo Q Qg auvs m� _N _43s O � a w� .a. r v x ^ u : a x • y! o Or N • ° ql 0 $y G i oe r, I Z^ - . a a n � �" - •I � QQg� al,o� �. xl2 g�zo u' x n r J 9 Z. OC o: I v VN V b° a^ a rr si _ yy -J UFM 201 Project Name: The Shelter House Lodge Type of Project (check one): 0 Homeownership Q Rental Housin 0 Rehabilitation 1. Lead Applicant Name: Shelter Hou tg Community Shelter and Tra Signature (please use blue ink): A Applicant Address: P.O. Box 3146, Iowa City, IA 52244 Contact Person: Christina M. Canganelli Title: Executive Director Phone Number: (319)338-5416 ext. 102 Fax Number: (319)358-7132 E-mail Address: crissy@shelterhouseiowa.org DUNS Number: 827151770 2. Secondary Applicant (if applicable): Signature (please use blue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): 0 Community Housing Development Organization 0 Private for -profit, individual or partnership applicant Services ��//, P� 'r- Lc=-vi.Gu v L_C=_1 C C T 2 ,-, Ic';J l Ci * ,,�,- CITY OF IOWA CITY IQ Private non-profit organization 0 Public Organization 4. Amount of CDBG Funds Requested: $275,000 202 5. Did you attend the Applicant Workshop? Not Applicable 6. Provide a brief description of the proposed project & complete the table below. Shelter House intends to purchase a second condominium/duplex in order to install a second Lodge which will provide PERMANENT supportive housing for six unrelated adults, all of whom will have been chronically homeless and diagnosed with a disabling mental illness. Preference will be given to military veterans. The proposed project constitutes a Fairweather Lodge, a housing model for persons with chronic mental illnesses that was conceived by psychologist George Fairweather in the 1960s. Working lodges have been in successful operation for about 50 years; currently there are at least 90 lodges in 16 states (none in Iowa). The model is based on the premise that people who live and work together, and have significant control over their lives, can overcome homelessness and recover from their mental illnesses, becoming active and contributing members of the community. It is a form of psychosocial rehabilitation that incorporates the basic principles of group process and peer support. Research has shown that many clients fail in individual housing placements because of social isolation and lack of consistent service support, in addition to affordability problems. In contrast, the lodge experience has shown that self-governing group living with built-in peer support provides functional control of mental illness symptoms, and combats homelessness by creating housing conditions that residents trust. In order for the purchased property to be consistent with the housing model, some modification will be required. Specifically, the properties will be opened in the center converting the two adjacent garages to a common living area, thereby combing the two units into a modified single family home. One of the kitchens will be reduced to a kitchenette as there should be one primary kitchen used for meal preparation, which will be a shared activity, and a dining room created. One of the four bedrooms on the ground floor and the adjoining bathroom will be refurbished to satisfy ADA requirements. In all probability the existing HVAC and electrical systems will require modification to support the conversion of the garages to living space and the bathrooms may or may not require some modest updates replacing toilets and flooring. Egress in basement bedroom windows must be ensured. A typical lodge is an affordable dwelling for 4-8 persons (we propose 6) who share in running the home, including domestic chores/maintenance and buying and preparing food. The residents make their own house rules and enforce them, including such matters as room upkeep, personal cleanliness, and taking medications. Lodge residents typically are employed at least part-time, usually in a group business. From their income, they pay for rent and operating expenses, but some costs may need subsidy. Shelter House will provide the initial stabilizing shelter and training in the new shelter facility located at 429 Southgate Avenue. There are 14 transitional beds designated for homeless veterans. Qualifying veterans may stay at the shelter for as much as two years but the average length of stay is anticipated to be six months. During this time, candidates for the lodge will receive wrap around services, life skills and job training through the SH's STAR program. Candidates will be required to demonstrate certain competencies in self care, basic living skills and group decision making, establish med compliancy, and demonstrate an earnest desire to work. Upon graduation to the lodge, staff supervision changes in that staff will function only as mentors and advisors, mediating and helping in emergencies; staff will be available continually on call. SH sets eligibility criteria and recruits residents, but admittance requires approval by vote of existing residents. Shelter House staff will provide oversight and management with at least 0.25 FTE for house coordination and up to one fulltime supervisor/trainer at the shared work site (janitorial service has traditionally been the preferred employment sector). This project will rely mainly on current partnerships with: the Dept. of Veteran's affairs, Iowa City Public Housing Authority, National Alliance on Mental Illness of Johnson County, and Tasks Unlimited (Minneapolis, MN). 203 Total Number of Units Pro osed: -Type of Units: Number of Units: 1 Single Room Occupancy Efficiency 1 - Bedroom 2 - Bedroom 3 - Bedroom 4+ Bedrooms Single Fam ly Home with 6 bedrooms 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, and/or other market studies that identifies the need for this type of housing in Iowa City and how it will fill a gap in the City's housing market. CITY STEPS identifies housing needs for non -student renter households up to 50%of MFI as a high priority need (page 91 CITY STEPS). This project proposal falls under this priority need as it is for Rental Permanent Supportive Housing with all potential residents falling well below 50% MFI. There is in fact no housing in the area for the target population (chronically homeless) that provides permanent housing linked to essential supportive services. CITY STEPS further indicates that there is a need to, "Provide services to support special needs populations in non -facility based care environments." (page 93 CITY STEPS). The Johnson County Local Homeless Coordinating Board is focused on providing an adequate supply of permanent supportive housing in particular for the chronically homeless. Per CITY STEPS 2011-2015 (p71- 72): "To the extent possible, and as funding is available, the City is actively supporting the LHCB Continuum of Care's Strategic Plan." This proposal addresses three out of the five objectives specific to addressing chronic homelessness: ■ Create new permanent housing beds for chronically homeless persons. Action Step: Develop 12-18 permanent housing beds designated for chronically homeless persons living in the Johnson County area. ■ Increase percentage of homeless persons staying in permanent housing over 6 months to 71%. Action Step: Implement and identify process and procedures for measuring and evaluating 56 lengths of stay in permanent housing for homeless persons exiting Continuum of Care Programs. ■ Increase percentage of homeless persons becoming employed by 11%. Action Step: Maintain investment in supportive services necessary for developing employability skills, engagement in mainstream resources and for making permanent employment placements. Johnson County (a) sits astride the intersection of two major interstate highway systems (a gravitational pull for the homeless), and (b) contains three major hospitals, each with a psychiatric inpatient unit (a disproportionate number of mentally ill persons settle here); we add (c) that one of the institutions is the Veterans Administration Hospital (attracting veterans who are in our target population). This proposal helps to fill an existing gap in the City's housing market with a Fairweather Lodge, affordable, rental, permanent and supportive housing for six persons with histories of chronic homelessness and disabling mental illness. The proposed lodge provides a non-traditional housing option in a housing market that resists high -density, multi -family, affordable dwellings for the low-income population. It lends itself well to a scattered -site approach, blending well into existing residential neighborhoods. Whereas the upfront costs may be at the higher end, the lodge counterbalances costs by providing an efficient housing solution for what would otherwise be six separate households. The IOWA CITY METRO AREA AFFORDABLE HOUSING MARKET ANALYSIS (December, 2007) by Mullin and Lonergan Assoc. (page 60) recommends the following: ■ Ensure that all new housing, including rentals and housing for persons of low and moderate income, adheres to the highest possible standards for planning, design and construction. ■ Housing styles and development techniques that conserve land and increase efficiency are to be encouraged. 204 The proposed Shelter House lodge meets both of these recommendations. The project is further warranted on a human service level. Shelter House has provided more than 25 years of service to the community. In recent years we have been successful in moving chronically homeless individuals to somewhat more permanent housing by extending comprehensive support services. However, permanence in the sense of long-term habitation hasn't been achieved. Based on evidence from housing experiences in other metropolitan areas, we know that communal living with services tied to the housing, and training of the residents in cooperative living would greatly increase the success of those who fail in more traditional permanent housing (individual apartment/efficiency). The housing model we propose may not appeal to everyone, but it does create an option and opportunity that presently does not exist locally. A Continuum of Care system is designed to address the critical problems of homelessness through a coordinated community -based process of identifying needs and building a system to address those needs. The approach advanced in this proposal recognizes that homelessness is not entirely caused by lack of shelter, but also by an array of underlying unmet needs (physical, economic and social). The Shelter House Lodge embodies this approach in providing needed components for local Continuum of Care —a component that currently does not exist. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. Rental/Permanent supportive housing Priority Need 9. Please provide the requested loan terms and affordability period: High Priority Need Level (High, Medium or Low) Loan Affordability Principal Interest Amortization Period Yearly Amount Rate (Years) (Years) Payment Terms $175,000 0% 20 years Grant or Requested* Forgivable Loan is Requested Terms $100,000 0% 30 years with 20 years $4,000 for 25 Requested* repayment to years begin after yr 5 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question # 16, Project Timetable. Funding Source & Type Funding Interest of Funds: Amount Rate Amortization Term Committed? Iowa City CDBG/HOME $175,000 0% Grant OYes QNo Funding (public) Iowa City CDBG/HOME $100,000 0% 30 years Repayment to OYes QNo Funding (public) begin after yr 5 Other Private Resources $75,000 0% 30 years Repayment to OYes ONo Housing Trust Fund of begin after yr 3 Johnson County TOTAL $350,000 205 10b 11 Please provide the uses of funds for the project. Uses of Funds Amount Acquisition: Building Acquisition $275,000 Land Acquisition $ Site Improvements $ Construction $ Professional Fees $ Construction Finance $ Permanent Finance $ Developer Fee $ Reserves $ Rehab and Accessibility: $75,000 $ TOTAL (Must equal TOTAL in 10a.) $350,000 Amount of Private Funds $ 75,000 (a) Amount of Public Funds $ 275,000 (b) Total Project Funding $ 350,000 (c) a + b Number of bedrooms 6 (d) Total public cost per bedroom $ 45,833 (e) b _ d Total Cost Per Unit $ 58,333 (i) c - # Units *NOTE: Shelter House will provide wrap around services including a .25 FTE Lodge Coordinator and a .75 FTE Job Site Supervisor/Trainer at a total estimated cost of $41,298. Funds required for these activities beyond the project's own cash flow are to be considered leverage or match for the Project and committed. 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 = Skilled labor ( ) hours x $_ per hour = Skilled labor ( ) hours x $_ per hour = Total (include in 10 a.) 1+ Housinq 206 cv4e 1no,*, c.. r: o.._..- 12. Please identify any identity of interest (IOI) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. Not Applicable 13. Does the proposed project pay full property taxes? 0 Yes 0 No If YES, what is the estimated value of taxes generated from this Project? $ If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? 0Yes ONo If yes, what is the percent of full taxes paid? % and amount paid is $ 14. If partial funds are awarded, will the project/program continue? QYes 0 No If yes, at what level? Should partial funds be awarded, Shelter House will continue to work to identify alternative funding sources until acquisition funds are secured. No further progress on the project can be made until that time. The award of partial funds will ultimately cause a delay in the proposed timeline. 15. 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. Not Applicable. 16. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: January 1, 2011 Funds Committed April 1, 2011 Property Purchased and Site Control Established June 1, 2011 Begin Rehab Project July 31, 2011 Complete Rehab Project August 1, 2011 Begin Installation of Furnishings September 30, 2011 Complete Installation of Furnishings October 1, 2011 Graduates from Lodge Training Program Move -In to Lodge 17. 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). Each person in the target population has a disabling mental illness and qualifying income levels of 0-30% median. The completed project would immediately expand affordable housing for six adults. As this is designed to be permanent housing, it would reduce the homeless population by six. Lodge residents work at 207 Housing 9v4 4 least part-time and pay rent. That pooled income to the lodge would pay maintenance and some staff costs and repay, the 0% interest loans from the City of Iowa City and the Housing Trust Fund of Johnson County thus allowing for funding for future affordable housing projects. The Shelter House Lodge will: ■ Provide a safe, healthy and caring environment, which reinforces the recovery process. ■ Be part of the plan for managing symptoms and promoting good mental health. • Be available as long as the participant wants. • Assist people with psychiatric disabilities to increase their community success and raise their social status through employment, through accumulating wealth, and through direct (not third -party) consumerism. ■ Encourage participants to develop meaningful social roles in both the Lodge and the larger community. ■ Resemble a healthy family. ■ Encourage autonomy commensurate with the individual's behavioral performance, with the ultimate goal of full autonomy. 18. 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 permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner -occupied housing units lower than those in the existing market. The objective of the Shelter House Lodge is to provide a permanent, supportive , and affordable solution to housing low-income, chronically homeless people. The combined low rent from six working adults should be enough to maintain the property indefinitely as a dwelling. In any case, the applicants give full assurance that rents will remain affordable through the requisite affordability period and forward through the life of the lodge building. 19. 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. The individuals to be housed are to be chosen from a population with a history of homelessness and chronic mental illness. Each will work, but because of differing functional capacities, level of income will vary within the house as in the neighborhood. The preferred property to be purchased for rehabilitation is hoped is a condominium/duplex to be located in an established neighborhood in Iowa City. The neighborhood should be mixed in housing type and household income. Shelter House is committed to creating a dwelling that anyone would agree would be a neighborhood asset. 20. On the map provided, please show the location of the proposed project. The exact location for the proposed project has not been identified. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. Number between 0 - 30% median income Number between 31 — 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income 6 households (a) households (b) households (d) households (e) households M Total 6 households (g) Percent LMI 100% (a+b+c+d) + g Housing 208 FV14 e'nQl'_ c,.. 4;..,,, o.....,.__. 22. Please select 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: 0 Suitable living environment 0 Decent affordable housing0 Creating economic 9 opportunities Outcome: 0 Availability/accessibility Q Affordability 0 Sustainability Output Indicator: 0 Persons 0 Households 0 Housing units 23. 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 10/29/10) Date All Units Completed FY07 (July 2006 — June 2007) $ 4,900 $ 4,900 6/30/2006 FY08 (July 2007 - June 2008) $ 7,500 $ 7,500 6/30/2008 FY09 (July 2008 - June 2009) $ 2,000 $ 2,000 6/30/2009 FY10 (July 2009 - June 2010) $ 313,728 $ 75,420 24. 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? Q Yes 0 No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. 25. 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. Not Applicable 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. Shelter House maintains low overhead costs. Administrative costs are less than 15% of operations. Oversight of the lodge project is expected to be no more than 0.25 FTE for Property Management and Program Coordinator and 1 FTE for a Job site Supervisor/Trainer. The lodge Coordinator would report directly to the Executive Director. 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O N A r N � m H H H � H N M N H H H H H H H N H m H Q H H ❑ � M r- rN' % N M M m fo rno o o n rn N N L N Nm r �ri o m r r of rn o rn Q H H M H H H H H H H H H H H # O [7 213 ; ƒ § % J = s x k ) § m P k° * 2% « 3§ c§ \ e J c § © 2 E®- n § _ w x e w cc > -$ £ / ) \ ® j § ° / K . � = / < ) < / \ / / 2 / { ! \ ) k ) : \ ) ( ! / f o § e k [ ±= E/)/ o 2® c a g x\_- m m� 3= _ t¥ R) CO I 0 Q 2 o e e<§ E- 2% w w r x m, r e q§ o w w 3 o e m o 0 0$ z o e t w ] 2&% Q& G R R @ m g f Q R G/ G R - , « cn CO_ , @ \ # w # # # _ $ Q , * to \ - k at LO - $ - \ \ 2 $ 2 y z J- , , -I=t2 214 L G M U V l ' Housin Project Name: The Shelter House Lodge Rehab Project Type of Project (check one): 0 Homeownership 0 Rental Q Rehabilitation 1. Lead Applicant Name: Shelter ous //mmunity helter and Signature (please use blue ink): 1 t/z Applicant Address: P.O. Box 3146, Iowa City, IA 52244 Contact Person: Christina M. Canganelli Title: Executive Director Phone Number: (319)338-5416 ext. 102 Fax Number: (319)358-7132 E-mail Address: crissy@shelterhouseiowa.org DUNS Number: 827151770 2. Secondary Applicant (if applicable): Signature (please use blue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): 0 Community Housing Development Organization 0 Private for -profit, individual or partnership applicant 4. Amount of CDBG Funds Requested: $75,000 Services CITY OF IOWA CITY Q Private non-profit organization 0 Public Organization 215 5. Did you attend the Applicant Workshop? Not Applicable 6. Provide a brief description of the proposed project & complete the table below. Shelter House was awarded $200,000 in FY11 CDBG/HOME Funds ($100,000 as a grant and $100,000 as a 0% loan with repayment to begin after year 5) for the acquisition of a property to be utilized for the provision of the first Shelter House Lodge. A condominium/duplex located at 1323 and 1325 Ashley Drive in Iowa City was purchased in September, 2010 at a cost of $264,000. The remaining $64,000 was provided through a 0% loan awarded by The Housing Trust Fund of Johnson County with repayment to begin after year 3. The purchased property is a condominium/duplex which will provide PERMANENT supportive housing for six unrelated adults, all of whom will have been chronically homeless and diagnosed with a disabling mental illness. Preference will be given to military veterans. The proposed project constitutes a Fairweather Lodge, a housing model for persons with chronic mental illnesses that was conceived by psychologist George Fairweather in the 1960s. Working lodges have been in successful operation for about 50 years; currently there are at least 90 lodges in 16 states (none in Iowa). The model is based on the premise that people who live and work together, and have significant control over their lives, can overcome homelessness and recover from their mental illnesses, becoming active and contributing members of the community. It is a form of psychosocial rehabilitation that incorporates the basic principles of group process and peer support. Research has shown that many clients fail in individual housing placements because of social isolation, lack of consistent service support, and affordability problems. In contrast, the lodge experience has shown that self-governing group living with built-in peer support provides functional control of mental illness symptoms, and combats homelessness by creating housing conditions that residents trust. In order for the purchased property to be consistent with the housing model, some modification will be required. Specifically, the properties will be opened in the center converting the two adjacent garages to a common living area, thereby combing the two units into a modified single family home. One of the kitchens will be reduced to a kitchenette as there should be one primary kitchen used for meal preparation, which will be a shared activity, and a dining room created. One of the four bedrooms on the ground floor and the adjoining bathroom will be refurbished to satisfy ADA requirements. The existing HVAC and electrical systems will require modification to support the conversion of the garages to living space and the bathrooms require some modest updates replacing toilets and flooring. Two basement windows must be replaced in order to satisfy egress requirements. A typical lodge is an affordable dwelling for 4-8 persons (we propose 6) who share in running the home, including domestic chores/maintenance and buying and preparing food. The residents make their own house rules and enforce them, including such matters as room upkeep, personal cleanliness, and taking medications. Lodge residents typically are employed at least part-time, usually in a group business. From their income, they pay for rent and operating expenses, but some costs may need subsidy. Shelter House will provide the initial stabilizing shelter and training in the new shelter facility located at 429 Southgate Avenue. There are 14 transitional beds designated for homeless veterans. Qualifying veterans may stay at the shelter for as much as two years but the average length of stay is anticipated to be six months. During this time, candidates for the lodge will receive wrap around services, life skills and job training through the SH's STAR program. Candidates will be required to demonstrate certain competencies in self care, basic living skills and group decision making, establish med compliancy, and demonstrate an earnest desire to work. Upon graduation to the lodge, staff supervision changes in that staff will function only as mentors and advisors, mediating and helping in emergencies; staff will be available continually on call. SH sets eligibility criteria and recruits residents, but admittance requires approval by vote of existing residents. Shelter House staff will provide oversight and management with at least 0.25 FTE for house coordination and up to one fulltime supervisor/trainer at the shared work site (janitorial service has traditionally been the preferred employment sector). This project will rely mainly on current partnerships with: the Dept. of Veteran's affairs, Iowa City Public Housing Authority, National Alliance on Mental Illness of Johnson County, and Tasks Unlimited (Minneapolis, MN). Housing FYI I CDBG Fundinq Reauest Total Number of Units Proposed: Type of Units: Number of Units: 1 Single Room Occupancy Efficiency 1 - Bedroom 2 - Bedroom 3 - Bedroom 4+ Bedrooms Single Famy Home with 6 bedrooms 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, and/or other market studies that identifies the need for this type of housing in Iowa City and how it will fill a gap in the City's housing market. CITY STEPS identifies housing needs for non -student renter households up to 50%of MFI as a high priority need (page 91 CITY STEPS). This project proposal falls under this priority need as it is for Rental Permanent Supportive Housing with all potential residents falling well below 50% MFI. There is in fact no housing in the area for the target population (chronically homeless) that provides permanent housing linked to essential supportive services. CITY STEPS further indicates that there is a need to, "Provide services to support special needs populations in non -facility based care environments." (page 93 CITY STEPS). The Johnson County Local Homeless Coordinating Board is focused on providing an adequate supply of permanent supportive housing in particular for the chronically homeless. Per CITY STEPS 2011-2015 (p71- 72): "To the extent possible, and as funding is available, the City is actively supporting the LHCB Continuum of Care's Strategic Plan." This proposal addresses three out of the five objectives specific to addressing chronic homelessness: ■ Create new permanent housing beds for chronically homeless persons. Action Step: Develop 12-18 permanent housing beds designated for chronically homeless persons living in the Johnson County area. ■ Increase percentage of homeless persons staying in permanent housing over 6 months to 71 %. Action Step: Implement and identify process and procedures for measuring and evaluating 56 lengths of stay in permanent housing for homeless persons exiting Continuum of Care Programs. ■ Increase percentage of homeless persons becoming employed by 11%. Action Step: Maintain investment in supportive services necessary for developing employability skills, engagement in mainstream resources and for making permanent employment placements. Johnson County (a) sits astride the intersection of two major interstate highway systems (a gravitational pull for the homeless), and (b) contains three major hospitals, each with a psychiatric inpatient unit (a disproportionate number of mentally ill persons settle here); we add (c) that one of the institutions is the Veterans Administration Hospital (attracting veterans who are in our target population). This proposal helps to fill an existing gap in the City's housing market with a Fairweather Lodge, affordable, rental, permanent and supportive housing for six persons with histories of chronic homelessness and disabling mental illness. The proposed lodge provides a non-traditional housing option in a housing market that resists high -density, multi -family, affordable dwellings for the low-income population. It lends itself well to a scattered -site approach, blending well into existing residential neighborhoods. Whereas the upfront costs may be at the higher end, the lodge counterbalances costs by providing an efficient housing solution for what would otherwise be six separate households. The IOWA CITY METRO AREA AFFORDABLE HOUSING MARKET ANALYSIS (December, 2007) by Mullin and Lonergan Assoc. (page 60) recommends the following: ■ Ensure that all new housing, including rentals and housing for persons of low and moderate income, adheres to the highest possible standards for planning, design and construction. ■ Housing styles and development techniques that conserve land and increase efficiency are to be encouraged. 217 Housing FYI I CDBG Funding Request The proposed Shelter House lodge meets both of these recommendations. The project is further warranted on a human service level. Shelter House has provided more than 25 years of service to the community. In recent years we have been successful in moving chronically homeless individuals to somewhat more permanent housing by extending comprehensive support services. However, permanence in the sense of long-term habitation hasn't been achieved. Based on evidence from housing experiences in other metropolitan areas, we know that communal living with services tied to the housing, and training of the residents in cooperative living would greatly increase the success of those who fail in more traditional permanent housing (individual apartment/efficiency). The housing model we propose may not appeal to everyone, but it does create an option and opportunity that presently does not exist locally. A Continuum of Care system is designed to address the critical problems of homelessness through a coordinated community -based process of identifying needs and building a system to address those needs. The approach advanced in this proposal recognizes that homelessness is not entirely caused by lack of shelter, but also by an array of underlying unmet needs (physical, economic and social). The Shelter House Lodge embodies this approach in providing needed components for local Continuum of Care —a component that currently does not exist. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. Rental/Permanent supportive housing Priority Need 9. Please provide the requested loan terms and affordability period: High Priority Need Level (High, Medium or Low) Loan Affordability Yearly Principal Interest Amortization Period Payment Amount Rate (Years) (Years) Terms Requested* $75,000 0% 20 years A grant or forgivable loan is requested. 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question #16, Project Timetable. Funding Source & Type of Interest Funds: Funding Amount Rate Amortization Term Committed? Iowa City HOME Funding $100,000 0% Grant RlYes ONo (public) Iowa City HOME Funding $100,000 0% Repayment to 30 year LZIYes ONo (public) begin after yr 5 Iowa City HOME Funding $75,000 0% Grant OYes ONo (public) Other Private Resources $64,000 0% Repayment to 30 year OYes ONo Housing Trust Fund of begin after yr Johnson County 3 TOTAL $339,000 218 Housing FYI I CDBG Funding Request 10b. Please provide the uses of funds for the project. 11 Uses of Funds Amount Acquisition: Building Acquisition $ Land Acquisition $ Site Improvements $ Construction $ Professional Fees $ Construction Finance $ Permanent Finance $ Developer Fee $ Reserves $ Rehab and Accessibility: $75,000 TOTAL (Must equal TOTAL in 10a.) $75,000 Amount of Private Funds $ 64,000 (a) Amount of Public Funds $ 275,000 (b) Total Project Funding $ 339,000 (c) a + b Number of bedrooms 6 (d) Total public cost per bedroom $ 45,833 (e) b - d Total Cost Per Unit $ 56,500 (f) c - # Units *NOTE: Shelter House will provide wrap around services including a .25 FTE Lodge Coordinator and a .75 FTE Job Site Supervisor/Trainer at a total estimated cost of $41,298. Funds required for these activities beyond the project's own cash flow are to be considered leverage or match for the Project and committed. 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 = Skilled labor ( ) hours x $_ per hour = Skilled labor ( ) hours x $_ per hour = Total (include in 10 a.) Housing 219 FYI I CDBG Funding Request 12. Please identify any identity of interest (IOI) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. Not Applicable 13. Does the proposed project pay full property taxes? 0 Yes 0 No If YES, what is the estimated value of taxes generated from this Project? $ If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? 0Yes ZNo If yes, what is the percent of full taxes paid? % and amount paid is 14. If partial funds are awarded, will the project/program continue? QYes 0 No If yes, at what level? The project will continue at the proposed level however the timeline for implementation will need to be adjusted to allow for investigation of additional funds and funding sources for the project and acquisition of those funds. Ultimately, the project will be delayed until such time as rehab can be completed. 15. 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. Not Applicable. 16. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: January 1, 2011 Rehab Funding Committed February 1, 2011 Begin Rehab Project March 31, 2011 Complete Rehab Project April 1, 2011 Begin Installation of Furnishings May 31, 2011 Complete Installation of Furnishings June 1, 2011 Graduates from Lodge Training Program Move -In to Ashley Street Lodge 17. 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). Each person in the target population has a disabling mental illness and qualifying income levels of 0-30% median. The completed project would immediately expand affordable housing for six adults. As this is designed to be permanent housing, it would reduce the homeless population by six. Lodge residents work at least part-time and pay rent. That pooled income to the lodge would pay maintenance and some staff costs 220 Housing FYI I CDBG Funding Request and repay, the 0% interest loans from the City of Iowa City and the Housing Trust Fund of Johnson County thus allowing for funding for future affordable housing projects. The Shelter House Lodge will: ■ Provide a safe, healthy and caring environment, which reinforces the recovery process. ■ Be part of the plan for managing symptoms and promoting good mental health. • Be available as long as the participant wants. ■ Assist people with psychiatric disabilities to increase their community success and raise their social status through employment, through accumulating wealth, and through direct (not third -party) consumerism. • Encourage participants to develop meaningful social roles in both the Lodge and the larger community. ■ Resemble a healthy family. ■ Encourage autonomy commensurate with the individual's behavioral performance, with the ultimate goal of full autonomy. 18. 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 permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner -occupied housing units lower than those in the existing market. The objective of the Shelter House Lodge is to provide a permanent, supportive, and affordable solution to housing low-income, chronically homeless people. The combined low rent from six working adults should be enough to maintain the property indefinitely as a dwelling. In any case, the applicants give full assurance that rents will remain affordable through the requisite affordability period and forward through the life of the lodge building. 19. 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. The individuals to be housed are to be chosen from a population with a history of homelessness and chronic mental illness. This first group will be males. Each will work, but because of differing functional capacities, level of income will vary within the house as in the neighborhood. The dwelling purchased for rehabilitation is a condominium/duplex and is located in an established neighborhood on the Westside of Iowa City. The neighborhood is mixed in housing type and household income with apartment buildings located in the adjacent block, and neighboring single family homes and multi -family duplexes. Shelter House is committed to creating a dwelling that anyone would agree would be a neighborhood asset. 20. On the map provided, please show the location of the proposed project. 21. 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 6 households (a) Number between 31 — 50% median income households (b) Number between 51 - 80% median income households (d) Number between 80 - 100% median income households (e) Number over 100% median income households (f) 221 Housing FYI I CDBG Funding Request Total 6 households (g) Percent LMI 100% (a+b+c+d) + g 22. Please select 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: 0 Suitable living environment Outcome: 0 Availability/accessibility Output Indicator: Z Persons 0 Decent affordable housing 0 creating economic opportunities Q Affordability 0 Households 0 Sustainability 0 Housing units 23. 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 10/29/10) Date All Units Completed FY07 (July 2006 — June 2007) $ 4,900 $ 4,900 6/30/2006 FY08 (July 2007 - June 2008) $ 7,500 $ 7,500 6/30/2008 FY09 (July 2008 - June 2009) $ 2,000 $ 2,000 6/30/2009 FY10 (July 2009 - June 2010) $ 313,728 $ 75,420 24. 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? Q Yes 0 No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. 25. 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. Not Applicable 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. Shelter House maintains low overhead costs. Administrative costs are less than 15% of operations. Oversight of the lodge project is expected to be no more than 0.25 FTE for Property Management and Program Coordinator and 1 FTE for a Job site Supervisor/Trainer. The lodge Coordinator would report directly to the Executive Director. The Director reports to the Shelter House Board of Directors (a 15-member volunteer body). 222 Housing FY11 CDBG Funding Request t o N a rn M N m A m M O n N (V N O N rn Oi rn L6 rn m M rn N M H H H H H H rn A m W W m Of m M N rn N Q M N H H H H H H oQi N m m rn N N I Q N Q m N H H H H H H Q m N W Q Q m Q rn N Q O Q H H H H H H � frnO Y W N m W Q A m m A n O m N N N H H H H H N m A Q M r W rn rn [V W 10 rn OD r OD Q Ol N ui N m W N r N H H H H H H M M m m 0 0 0 0 0 N M N N H H H H H H O Q m rn m A m m Q N N N H H H H H H Q o Q r r Q O Q M o N M N r r o N lV m m M m M vi N m n N ui N H H H H H H O m � m � m M M W n N H H H N C � d z E E c S' c 0 w C9 O U n + u . O m N m � m m m m r N C O 10 �o u> n IQ1 m N N Oi O N H H H H H H H H n rn W N Q O m Q O n N W O O Q N O M O rn N O IR N Y N N Oi O N H H H H H H H H rn rn O Q m m m W m A n m N t0 N O cV V N N � < O n O O N N O! 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O W ¢] f9 {O N W W N fA Q # n tp N (p < N N m h CO V M tp O r Y N M N to lD T r n OD N O r LL OD W fA M V V M N M to p W tO l9 I tl1 N Y! tp lfl fA N fV H r N H M O H N !9 M W O) lA M = M M p N N W M Y O� Y t0 N r tp M O O r M O < r N 0 n O N tp tp tp N N N N tp N M W m tp fV N 1p N O O tp N r Ol r M M t(l p) O tp Y O m m to tlf f9 19 M t9 M N N H f9 W bf W tli N bf e9 tli O # fOV 226 a ) � k § o ; � & E 2 e Q 0 / m o § E uj 5 $ e 0< k 5 2 0 0 E- ® 2 / 2 . 2 2 a � 8 e X J R k ) n- b u R \ LO � a x_ x f ]%cub 7 § § P / $ ■ o ® 2 e ■ o- m; o = 9 § 7 � - w f » o m Q ■ \ § . 3 o e / b\ § ! o_ a 0 ) x % # /- e]$\) % CY Q \ E o 2 § a g e m z q f # \ m w« / § - R E E \& R g\\ m% m m R ]%@ R G m m m � ` - / » §cli clt cli / $ \\ ) - ) at ( } § $It IQ( - ; to A $cli: » - § . w\§ - N cli K � ; 2 \ # , * 227 Project Name: Linn Street Property Acquisition Type of Project (check one): 0 Homeownership 0 Rental X Rehabilitation I. Lead Applicant Name: Social Outreach Services Signature (please use blue ink): Applicant Address: Contact Person: Joe Grisamore Title: Executive Director Phone Number:319-855-2744 Fax Number: E-mail Address: socialoutreachservices(a)vahoo com DUNS Number: 031224452 2. Secondary Applicant (if applicable): Signature (please use blue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): 0 Community Housing Development Organization 0 Private for -profit, individual or partnership applicant 4. Amount of CDBG Funds Requested: 1190,000 Housing X Private non-profit organization 0 Public Organization Housing 228 FYI I CDBG Funding Request 5. Did you attend the Applicant Workshop? Not Applicable 6. Provide a brief description of the proposed project & complete the table below. Social Outreach Services is requesting assistance to purchase the property located at 628 N. Linn Street in Iowa City. The property currently houses 9 very -low income tenants, who are all well below the poverty level and suffer from mental illness and/or dual diagnosis(substance abuse issues). The property is currently owned by Mick and Karin Bowers. The Bowers have indicated that they wish to sell the property by August 2011. Social Outreach Services intends to continue utilizing the 9 room property as transitional housing for homeless and very low-income disabled persons. Social Outreach Services will provide on -site support services to persons living in the house. These services will include development of job and employment skills, training of basic daily living skills, nursing services and medication set-up, supports for mental health issues and interpersonal skill development such as anger management, conflict resolution and problem solving. Funding assistance from the city is necessary to keep rents at affordable prices, as all of the clients that come into the SOS program have incomes below 30% median. Total Number of Units Pro osed: Type of Units: Number of Units: 9 Single Room Occu an Efficiency 4 1 - Bedroom 2 2 - Bedroom 3 - Bedroom 1 4+ Bedrooms 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, and/or other market studies that identifies the need for this type of housing in Iowa City and how it will fill a gap in the City's housing market. "The housing situation in Iowa City is atypical for most of Iowa. Iowa City is the home of a highly educated, professional and academic workforce and of the University of Iowa. A high median household income ($54,400 for a family of four as determined by 1999 HUD Income Guidelines) from the academic and professional workforce translates into a demand for larger homes, which adds to existing high land values. Additionally, the large student population increases competition for affordable rental units, especially in the downtown area and close to campus. In comparison to other Iowa communities, Iowa City has very high average land values, fair market rents, and cost of living index. (American Chamber of Commerce Research Association, 1999). Housing vacancy rates are less than 2 percent. The private sector has been concentrating on the construction of higher priced single-family homes, which provide them the greatest return on investment."(Iowa City Housing Market Analysis) Iowa City has an expensive housing market, both rental and ownership units, and the CITY Plan notes that "the housing market in Iowa City is very tight". The data shows that there are approximately 2,500 low-income renter households paying more than 30% of their income for housing.(Iowa City Housing Market Analysis) In the 2008 City of Iowa City Affordable Housing Assessment, existing housing need was determined to be a total of 2,206 housing units. "Projected affordable housing demand in Iowa City was reported to be 649 units for extremely low income households with incomes below 30% of the median income."(City of Iowa City 5 Year Strategic Plan 229 Housing FY19 CDBG Funding Request Priority Housing Needs) Currently the Iowa City Housing Authority has 101 units of public housing and 1071 Housing Choice vouchers. In addition, there is a continual waiting list of 124 unassisted households. The property located at 628 N. Linn Street, currently houses 9 tenants, all of whom are well below the current poverty level and suffer from mental illness. All of the current tenants are participating ib Community Support Services to enable them to live independently, with a number of local providers including SOS. Since 2009 it has been at capacity. The owners plan to sell the property by August 2011, which will disenfranchise the population that is currently served. If Social Outreach Services is not able to purchase said property, 9 low-income/disabled tenants will likely be homeless. There are currently limited programs in Iowa City that could house these residents. Tenants will have no other option than to become homeless or return to other, more structured care facilities. it. Housing and Homeless Needs Assessment From the CITY STEPS: Iowa City participates in the Johnson County Local Homeless Coordinating Board. As a member, the City collaborates with numerous homeless assistance providers to provide the resources for homeless persons and families to transition to permanent housing and self-sufficiency. Since Social Outreach Services was established in February 2010, homeless outreach services have been a primary focus of SOS in Iowa City, as well as acting as a resource center for the population, working in collaboration with existing homeless providers, and communicating the needs of the population to the Homeless Coordinating Board on a monthly basis. From the CITY STEPS: Summary of Responses from Online Resident Survey 62% more programs aimed at helping the homeless become self-sufficient 56% City should expand supply of housing accessible to persons with disabilities 37% City should expand the number of emergency shelters and transitional housing facilities This is from questions asked of the community, through an online survey Human Service Needs Responses 53% City should provide more life skills training to lower income households This is from questions asked of local providers, through an online survey From The Iowa City Metro Area Affordable Housing Market Analysis There are 6,950 individuals in Johnson County, 5,216 of which reside in Iowa City, that make less than $15,000 a year. The projected increase for those that make less than 15,000 by 2012 is 350 in Johnson County, 317 of which are predicted to be in Iowa City. 230 Housing FYI CDBG Funding Request The rental vacancy rate of2.9% in 2000 was too low to support a vibrant rental housing market. Only 1,046 housing units were vacant and for rent in the study area in 2000, equivalent to 2.9% of the vacant stock. The vacancy rate is slightly lower than the preferred rate of 3% to 5%, which allows some mobility for households who are moving. The low rate exerts upward pressure on rents, negatively impacting the ability of lower income households to find affordable housing because of a small number of available units in the marketplace at any given time. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. The CITY STEPS state that Transitional shelters and Permanent Supportive Housing for individuals, and persons with special needs was listed as HIGH priorities. From The Iowa City Metro Area Affordable Housing Market Analysis As of February 2007, almost 1,200 households were on the waiting list for public housing with two -bedroom units in greatest demand. The CITY STEPS lists "Developing Single Room Occupancy(SRO) type housing for singles with access to supportive services," as a strategy to providing transitional housing needs. The CITY STEPS specify the need for Substance Abuse Services and Employment training, as HIGH priority needs. Also a high priority need is other Public Service Needs, including housing and supportive services to persons with disabilities and/or substance abuse issues. From the CITY STEPS: The priorities for ending homelessness are based on the recognition that homelessness results from more than just a lack of affordable housing, although providing housing is the ultimate objective. Social Outreach Services addresses all the above issues in the least restrictive, most cost effective way. Our agency collaborates with other service providers to assist people with substance abuse and/or mental health issues, and provides outreach services designed to develop independence and self-sufficiency. Social Outreach Services will charge $400 for an efficiency, $475 for a one bedroom and $875 for a three bedroom . Fair market rent for an efficiency is $488, for one bedroom it is $582 and $1069 for a three bedroom. According to the CITY STEPS the City of Iowa City expects to assist a number of housing projects with CDBG and/or HOME Funds. Top priority will be given to households under 30% of median income; these are listed as HIGH priority with the CITY STEPS Plan. Also the CITY STEPS Plan refers to the acquisition of existing units: There have been several successful activities that have received federal funds to acquire existing housing units. Given the difficulty in acquiring land for affordable housing, this type of activity has been successfully used to provide the City an opportunity to scatter affordable housing projects within the community. From The Iowa City Metro Area Affordable Housing Market Analysis In the Iowa City metro area, nearly half of the entire assisted rental housing stock is facing or will be faced with expiring rent subsidies and/or restrictions through 2011. That's nearly 600 units of the existing 1,278 rental units. The disposition of these units will likely fall into three major categories, including conversion to market rate, investing in moderate to substantial rehabilitation, or maintaining the status quo. With the large number of affordable units set to expire by 2011, it is critical that officials promote preservation of these units as a community priority and collaborate with development owners to ensure these units remain in the affordable housing stock. From The Iowa City Metro Area Affordable Housing Market Analysis Experienced affordable housing developers in the region are struggling against many barriers to create new affordable housing units for lower income households. The analysis lists many barriers to creating new, affordable housing units, included in their list: o There is a need for increased capacity within nonprofit organizations that develop affordable housing. Nonprofit organizations typically operate on shoe -string budgets. Without ready access to pre -development assistance, nonprofit developers are very limited in their ability to explore the feasibility of a project. The number of experienced staff dedicated exclusively to housing development indicates how much time and effort a developer can devote to creating new housing. A staff of several full-time employees working exclusively on locating sites 231 Housing FYI I CDBG Funding Request and developing financing packages, as well as overseeing construction, enables a developer to focus on its mission to build housing. o There is a relative lack of vacant non-residential structures available for purchase and conversion into rental housing. o There is a relative lack of available vacant housing units that are affordable and available for purchase and/or rehabilitation for lower income households. This situation places more pressure on affordable housing developers to construct new units, a more costly alternative. Transitional shelters and Permanent Supportive Housing for individuals with special needs NIGH Priority Need Priority Need Level (High, Medium or Low) 9. Please provide the requested loan terms and affordability period: Loan Affordability Principal Interest Amortization Period Yearly Amount Rate (Years) (Years) Payment Terms $190,000 Requested* *Financing terms will be based on project feasibility and the ability to repay the loan. Terms approved by City Council may be different than what is requested. 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question #16, Project Timetable. The sellers are asking $290,000 for the property. This price may be negotiated slightly after further appraisal is completed. SOS is requesting $190,000 from CDBG/HOME Funds to assist in the purchase. A $100,000 HTFJC Revolving Loan will be applied for in December 2010. If HTFJC loan is not present, a 5% bank loan will be acquired with 30 year amortization. SOS currently has $5,000 to go toward closing costs and any initial repairs to the property. Funding Source & Type of Funding Interes Funds: Amount t Rate Amortization Term Committed? Iowa City CDBG Funding $190,000 Oyes XNo (public) State of Iowa HOME or $ OYes ONO CDBG (public) IFA — Low Income Housing $ OYes ONo Tax Credits (private) Bank Loan (private) $ OYes ONo Volunteer Labor and/or In- $ OYes ONo kind Donations (private) Applicant Contribution of $ OYes ONo Equity (private) Other Public Resources I I Housing 232 FYI CDBG Funding Request (please list) NTFIC { $100,000 1% 130 30 ()Yes XNo Other Private Resources �— I (please list) $j t— -- — t ()Yes Oleo — TOTAL $290,000 10b. Please provide the uses of funds for the project. Uses of Funds i I Amount Acquisition: Building Acquisition $229,920 Land Acquisition _ $60,080 Site Improvements Construction Professional Fees -- -- $ $ - Construction Finance Permanent Finance $ — Developer Fee $ Reserves $ Other (please specify): — �$ TOTAL ('Must equal TOTAL in 10a.) $290,000 Amount of Private Funds $ (a) Amount of Public Funds $290,000 (b) Total Project Funding $290,000 (c) a f b Number of bedrooms 9 (d) Total public cost per bedroom $32,222 (e) b - d Total Cost Per Unit $32,222 (0 c _ # Units 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 { ) hours x $_ per hour = Skilled labor { ) hours x $_ per hour = $ 233 Housing FY9 9 CDBG Funding Request Skilled labor ( ) hours x $_ per hour = Total (include in 10 a,) 12. Please identify any identity of interest (IOI) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. Karin Bowers has been the volunteer Board President for Social Outreach Services, and will now be resigning that position, to avoid a potential conflict of interest with this proposal. 13. Does the proposed project pay full property taxes? 0 Yes X No If YES, what is the estimated value of taxes generated from this Project? If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? QYes XNo If yes, what is the percent of full taxes paid? %and amount paid is 14. If partial funds are awarded, will the project/program continue? 0Yes XNo If yes, at what level? 15. 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. Not Applicable. 16. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity : July 01, 2011 Beginning of City Fiscal Year and Project Start Date August 01, 2011 Close on the Purchase of the Property Housing 234 FYI 1 CDBG Funding Request 17. 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). As a result of service support at this property located at 628 N. Linn Sreet, 9 tenants below the poverty level were not homeless in the year 2009-current. It is SOS' goal to purchase this property, owned by the Bowers, so these residents may continue to have a home. Rents will be $400 a month, well below the existing fair market rents of $488. This provides extremely -low, very -low and low income persons with safe, affordable housing. SOS will continue to accept Section 08 Housing vouchers, however it will not be mandatory for occupancy. On an average, in the past approximately 66% of the residents have received Section 08 Housing assistance each month. On -site support services will continue to be offered to the residents to empower them to reintegrate into the community, thereby perpetually re -using the units. We've had a waiting list of 3 potential residents at all times. In addition, we receive, on average, four calls a week from persons needing housing and support services immediately, who can not wait on a waiting list. 18. 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 permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner -occupied housing units lower than those in the existing market. Our mission statement: Social Outreach Services, supports individuals in achieving and maintaining a valued role in their community, through participation in customer based services that teach empowerment and independence. SOS will provide safe, affordable housing, renting rooms at $400 per month, making them very affordable for the Iowa City area. Though the rent may rise over time, according to cost increases, the rental cost will always be far less than rent typical to the area. Reminder: Rental housing projects MUST complete and submit the proforma (excel format) provided by the City with this application. Rental housing applications submitted without the City's proforma will not be considered. 235 Housing FY11 CDBG Funding Request 19. 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. This project is an acquisition of property. The current owners plan to sell by August 2011, the property at 628 N. Linn Street; $290,000 of the funds requested will be for the full acquisition of the property. The property has been assessed at $257,430 and with the successful awarding of above requested Funds, SOS will purchase the property so that 9 units may remain in operation serving 9 very low income tenants. The property has recently received a new $12,000 roof, $2,000 central air conditioning unit, and various other improvements. It is zoned for commercial use and has met the Iowa City Housing Authority rental requirements. The project is located in the North section(11) of Iowa City. The area consists primarily of student housing and single family dwellings. The target population served is extremely -low and very low-income residents with chronic mental illness. SOS serves disabled persons, 18 years and older, who meet low-income guidelines in the 3ohnson County area. All 9 clients in the house will also receive Home -Based Habilitation(Medicaid), or Supported Community Living(County) services through SOS. On average, each client will receive 15 hours of direct service a month, at $46.41/hour, totaling an extra $6265/mnth on top of rents paid, to cover operating costs. SOS does not discriminate on the basis of age, race, creed, sexual orientation, national origin or physical and mental challenges. It is important to remember that there remains a gap in Iowa City for affordable housing for persons of low income. The persons we serve come into the program with incomes at the 0-30% median income level. 20. On the map provided, please show the location of the proposed project. 21. 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 9 households (a) Number between 31 — 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income households (b) households (d) households (e) households (f) Total 9 households (g) Percent LMI 1 (a+b+c+d) + g 22. Please select 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.) 236 Housing FY11 CDBG Funding Request Objective: 0 Suitable living environment X Decent affordable housing Outcome: X Availability/acoessibility 0 Affordability Output IrxlkAW: X Persons 0 Households 0 Sustainability 0 Housing units If SOS is awarded the CDBG Fund grant of $190,000, we will be able to purchase the property located at 628 N. Linn Street. This would mean that SOS will be able to continue to provide safe, affordable housing for 9 tenants who would otherwise be homeless in the Iowa City community. The property is going to be listed for sale, and SOS' goal is to purchase the property so it may continue to provide uninterrupted housing and services for these tenants. 23. 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) Amount Budgeted Expended Date All Units Fiscal Year Funds Recv'd Amount (as of 10/29/10) Completed FY07 (July 2006 — June 2007) $ $ FY08 (July 2007 - June 2008) FY09 (July 2008 - June 2009) $ $ $ $ FY10 (July 2009 - June 2010) $ $ Not Applicable. 24. 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? XYes 0 No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. 25. 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. Narrative of Activities Social Outreach Services became incorporated 2/3/10, with the intention of providing Supported Community Living services in the Iowa City area. SOS began working with BI waiver individuals through Consumer Choice Options, as well as with Social Security as an Organizational Representative Payee for it's beneficiaries in May. Housing 237 FY9 1 CDBG Funding Request Also in May, SOS contracted with the City of Iowa City to manage the City Park Rides, where approximately 20 disabled individuals will be employed through September, to operate said rides. The State of Iowa approved Ch. 24 Accreditation for SCL services in the latter part of May. In June, a former Intensive Psychiatric Rehabilitation practitioner was employed as the SOS Program Coordinator, and private pay contracts were discussed regarding juveniles with mental illness, and adults not eligible for county funding. SOS became an Iowa Medicaid Provider 7/1/10, to provide Home Based Habilitation services. SOS contracted with Johnson County MHDS 10/4/10, to provide Supported Community Living services to individuals who do not qualify for Medicaid, yet still meet the county requirements for care. SOS believes in working collaboratively within the community for a common cause, and will be a resource provider if opportunities are better served elsewhere. SOS will address community needs as they arise, and for example, will potentially be offering low-income residential/Boarding House options for consumers by year end. The 2 current SOS administration staff, have over 20 years combined experience in the social service field, with an emphasis on adult CMI, dual diagnosis, BI, ID, homeless and low-income populations, often times serving the most difficult cases. SOS employs a registered nurse to monitor and manage medications. The direct care SOS counselors, are required to have a Bachelor's degree in a related field as well as 3 years experience, and adhere to the SOS mission statement. SOS will help consumers mediate related services and community resources, and help them develop and utilize Individual Service Plan goals through skill - building and education, with the intention of ongoing support yet graduation from the SOS program and increased consumer independence and community involvement. SOS already provides services to some persons living at this property. These services include development of job and employment skills, nursing services, training of basic daily living skills, a variety of supports for mental illness issues and interpersonal skill development such as anger management, conflict resolution, problem solving and self-esteem. Regular house meetings will be held to keep residents informed and to have resident involvement in decision -making, affecting the creation or operation of the house and supportive services. SOS has a vested and committed interest in serving the needs of very low-income person's ages 18 and older in the Johnson County area. The non-profit organization is dedicated to not only serving the current needs of this targeted population, but anticipating future needs as well. The City of Iowa City's 5 Year Strategic Plan, has established that Non -student renter households up to 50% of ME and Persons and families at -risk for homelessness, are priority housing needs for the next five years. 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. Jack Carlson-CPA(A.B. Clemence) 511 Iowa Ave, Iowa City, IA 52240 Carrie Wagner-VP(First American Bank) 640 Hwy 1 W, Iowa City, IA 52246 Current Board, pending review of the applications of one client, one Community Mental Health Center staff, and one Financial Advisor for Individuals with Special Needs Social Outreach Services Table of Organization Board of Directors(no compensation) Executive Director Program Director/Case Manager Team Leader Administrative Assistant Community Support Staff SOS is organized exclusively for charitable purposes under section 501(c)(3) of the Internal revenue code. The philosophy of Social Outreach Services, can be summed up by the definition of Outreach nourr a program, for extending assistance, services, etc. to the community as an act of goodwill. SOS serves to relieve the Housing 238 FYI I CDBG Funding Request needy, whether they be disabled, low-income or underprivileged, have a funding source or not, by providing direct care or referral services to empower increased independence in the community. These services are charitable in that they help relieve a hardship, as well as promote community integration. SOS works in partnership with the community as a whole, also acting as a harbor to appropriately channel various daily - living necessity donations. SOS believes in the concept of community, in terms of being inclusive versus exclusive, and in turn it unifies, utilizes and hands -out for the common good. 239 Housing FYI I CDBG Funding Request City of Iowa City Scattered -Site Public Housing Units City of Iowa City Public Housing Sites Numberof Units Census Tracts su" a Minority Concentration LM1 Block Groups 0 0-5 1 Miles t I 7.8 N • L.- 54, hve--"Year StrateOc Ran 240 Version. 2,0 0 m fA fA fA c0 V fp9 In an N (R (V m R V m fA Oi YJ N m N b3 fq V W C11Cp 63 N iti fpq� (V O OI (p (�qp QJ � m (mq W 0 O M fogp O (V (fl O O In up3 N li') n Iti m V ON N QM O N (H�t �fp9 6 o� Q m m N O f� m m O O N fn � xA bi sR Ni N Hi Q f9 NJ N3 N H3 M � t9 - 19 f9 M !9 M m ai sn m H3 YJ M N '7 Cp m o c� of d c� - o m m c 0 In m of rn M m o m °' r NI In a N m rn a o N. ai In Q of m m of m m V cJ In O o O o m o uJ N v m VT 19 19 tR N kH P� M � e9 I N to N lfl M ON IA M ry e9 f0 � f9 (M tl3 tlJ m t7 M) (V `- fR NJ N V m m m m N m M cq f0 m O fp � ICJ � Q � cO If m O . pm V m N m O 7 ti � t9 f9 !9 f9 f9 !9 FR fA lA lA tlJ HJ f9 f9 tR f9 m m 19 f9 1A N Q N I� N t` m m M m N m m f7 In N N m O m m N m m N I() O O o 10 m m I� 1� M e9 t9 I t9 A n M (A CO m N b4 W O ? 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Lead Applicant Name: Signature (please use blue Applicant Address: Contact Person: Title: PhoneNunnber: Fax Number: E-mail Address: DUNS Number: 2. Secondary Applicant Of : Signature (please use blue ink: Applicant Address: Contact Person: Title: Phone Fax Number: E-mail Address: 3. Type ofApplicant (check mne) 0 Community Housing Development Organization Private for-omfitindividual m partnershipamdicani Isoo 0 Private non-profit organization C) Public Organization 245 FYI 1CDBGFunding Request 5. Did you attend the Applicant Workshop? Not Applicable 6. Provide a brief description of the proposed project & complete the table below. Total Number of Units Proposed: Type of Units: Number of Units: Single Room Occupancy Efficiency 1 - Bedroom 2 - Bedroom 3 - Bedroom 4+ Bedrooms 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, and/or other market studies that identifies the need for this type of housing in Iowa City and how it will fill a gap in the City's housing market. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. Priority Need 9. Please provide the requested loan terms and affordability period: Hic m Priority Need Level (High, Medium or Low) Loan Affordability Principal Interest Amortization Period Yearly Amount Rate (Years) (Years) Payment Terms $ 93600 ?-L) Requested* *Financing terms will be based on project feasibility and the ability to repay the loan. Terms approved by City Council may be different than what is requested. 246 Housing FY11 CDBG Funding Request 6. The project will provide necessary rehabilitation items to our facility at 416 S. Dodge Street: A. The existing HVAC system is inadequate, inefficient and unreliable. The project will replace furnaces, install ductwork including required but non existing cold air return ducting, install AC units and controls. B. The existing first floor bath location is poorly located in a through hallway. The project will swap the bath to the location of the laundry facilities and relocate the washer/dryer- to the more appropriate hall location. Fixtures in the second floor bath will be replaced. C. Install new kitchen cabinets, countertops, kitchen sink, and faucet. D. Remove four redundant exterior door openings, finish interior and exterior to match existing, E. New Hayfield vinyl windows (30 window units) F. Paint the hallways and public rooms G. New flooring for the hallways and public rooms H. Replace inadequate lighting and electrical switches I. Install beam and posts to provide support for the center load bearing wall and beam J. Remove a dilapidated storage building in back and dispose. K. Grade area of storage building removal and install new asphalt to provide adequate parking for counseling staff. 7. Successful Living operates three supportive housing facilities in Iowa City. Our mission is to support members of our community through mental health recovery. One method we use is the provision of housing opportunities where clients can live and work with their counselors to learn necessary life skills with the goal of transitioning to more permanent housing. This project, proposed for our facility at 416 S. Dodge Street, will preserve nine units of affordable supportive housing for those with special needs, and assist in the transition of homeless persons into housing. CITY STEPS has identified life skills, transitioning persons from homelessness, working with persons with special needs, and mental health services as priority items. Clients utilizing our housing facilities all fall within the 0-30% of median income category. As identified in CITY STEPS adequate, funding to fully finance our programs, physical facilities and initiatives is lacking. 247 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question #16, Project Timetable. Funding Source & Type of Funding Interest Funds: Amount Rate Amortization Term Committed? Iowa City CDBG Funding (public) $ 93 to(-) OYes 'ONO State of Iowa HOME or $ OYes ONo CDBG (public) IFA - Low Income Housing $ OYes ONo Tax Credits (private) Bank Loan (private) $ (� 00 0 OYes 6)No Volunteer Labor and/or In- $ OYes ONo kind Donations (private) Applicant Contribution of $ OYes ONo Equity (private) Other Public Resources (please list) $ OYes ONo Other Private Resources (please list) $ OYes ONo TOTAL $ 10b. Please provide the uses of funds for the project. Uses of Funds Amount Acquisition: Building Acquisition $ D Land Acquisition $ b Site Improvements $ "� 00D Construction $ 2 ' 500 Professional Fees $ a Construction Finance $ p Permanent Finance $ Developer Fee $ Reserves $ Other (please specify): $ TOTAL (Must equal TOTAL in 10a.) $ 99, S ® o 248 Housing FYI CDBG Funding Request Amount of Private Funds $ boo (a) Amount of Public Funds $ 91 s 00 (b) Total Project Funding $ CH 8 o 4) (c) a+ b Number of bedrooms G) (d) Total public cost per bedroom $ 10 +2-L (e) b _ d Total Cost Per Unit $ I 0 `) (0 c _ # Units 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 ( ) hours x $_ per hour = Skilled labor ( ) hours x $_ per hour = Skilled labor ( ) hours x $_ per hour = Total (include in ZO a.) it 12. Please identify any identity of interest (I0I) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. NONE 13. Does the proposed project pay full property taxes? O Yes 0- No If YES, what is the estimated value of taxes generated from this Project? $ If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? OYes &No If yes, what is the percent of full taxes paid? % and amount paid is $ 14. If partial funds are awarded, will the project/program continue? 0 Yes O No If yes, at what level? W OL"LA) ?C, 0Z, r, ZZD As L tsTC ►� t� �U �Nt) &InnPLETEI> i;J,r" VA4t.A9Lr✓ n,Di CN 249 Housing FY11 CDBG Funding Request 15. 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. Not Applicable. 16. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: '"2! 1wAi� lY t,ec-1 2 c° i l �-�1 V' %• inn to ( c'v % i 1 �i r EN t' A �/ eL r_-C_ zi 17. 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). 'T"16 IDL-,Vc E 5 V6c %L vr4 Ury t c1a.1 �� n oCL Ac;Nr_,-J > V�l� vpo12-rliF 1-tc Ki� i tfc m ov-TI-k 1 � tom► b _�t L, P z.. 18. 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 permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner -occupied housing units lower than those in the existing market. -Y" .''3 Il�iC. rt'NS �v6 V QG 's-i UiS tvE, ,'7'H N TN 4 C cat r r a � IY1 F L 141FAL 1-�a,:)` fZ 14skri Akc-"s: tint (✓ C.:A-11~N'TS (_ii v•,j z­r— J —Fe G L-, f;-z A R i_c To 'I�Eo iJ► r r s 1�.1r� 1 � r� g 1. Housing 250 FY11 CDBG Funding Request Reminder: Rental housing projects MUST complete and submit the proforma (excel format) provided by the City with this application. Rental housing applications submitted without the City's proforma will -- - not be considered. 1� IN ffi. x 19. 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. L N 120 I`J I G %A r- -T-A '5 f OA t _ '1'1--1 E i�E=�.i �:,t:>T' �� t c.-t,. �:,i1vT► v v1 � i v �2� r�'l,v "i'� � � �' G'i�� i'�-1 IF5- �v,N `�t"+L .., L�6,T-" COY" 1 Tu W'Jv fN 1&^'rl-11 20. On the map provided, please show the location of the proposed project. 21. 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 Number between 31— 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income �J households (a) households (b) households (d) households (e) households (f) Total 7 households (g) Percent LMI 1W_ (a+b+c+d) = g 22. Please select 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: 0 Suitable living environment 0 Decent affordable housing 0 Creating economic opportunities Housing 251 FY11 CDBG Funding Request Outcome: 0 Availability/accessibility 0 Affordability 0 Sustainability Output Indicator: 0 Persons 0 Households 0 Housing units 23. 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 10/29/10) Date All Units Completed FY07 (July 2006 — June 2007) $ $ FY08 (July 2007 - June 2008) $ $ FY09 (July 2008 - June 2009) $ $ FY10 (July 2009 - June 2010) $ 6250V $ Z560 LINE,3ca,2-&tc 24. 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? A Yes 0 No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. 25. 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. ON 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. scs.L L- LA v1t—� w - " LATiv-tze lat)pe< x i m t.,e,--i -3 How e/� o F 54ee t,ci 4v c 'E)t t2&,--m �Frcl'r �'r" JANb (2 4oLw e j 4)v A b rr► & N t %V t�:i v C Vic% O-t- C-f:; T 1 M ^ TC D krr , f� �u . Tt+E D% eeG -, %U ✓— 1 j A r�lc l'GSSc G* P a z- * i N JCk i F u 1 N Cl�/wi"i fZ �i T �i�1'n � h�3 E `J l •�' F\' i ( C"'� Housing 253 FY11 CDBG Funding Request N r cN') r m O O 3' ta0 Oh N ttpp O� a Cl Oi m ^ N ^ Ncli SO O N O O O A N N O O p i! Go } O N O 1� N N O Np N W N cl � a0 r r O it O 0 O O O r y N N aV N N �yNp O (N� N S N tNtpp tN0 �aOp N ' O N j h ci n M N ' NN N co N tr0 N aa N N OI N CNY O ' tNh ^ 8 M ID O Ol Ori'. Opl O N N N N O1 CI N 7 ' f0 Q a�D of n m N n S ci R } O N O N 8 6 O Ol 6 O ap N Oi O e- ' m NIli th r N D C! ' rn a0 ' O N tp Q � N �O of N tp of S Off. 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N N N N N N T f0 �0 tp t0 �O 1� t0 N N H H N N N N H N N N w N N H O. O O O O O 10 T m m 16 16 tc fVV N N H N M M H H N H N N N N N :V r T n N n h n N r Yf r N n V] H N H N H N N H N N N N N N N IQ t1i IQ ix N N N eN- 257 Project Name: Acquisition and Rehabilitation of Affordable Rental Housing c" %y rrf r yt r s h ,� �; ti�� r �i f � �y� ✓ri ,� v r ��` `n z�6 r� duultfli fir/ 1. Lead Applicant Name: The Housing Fellow IV p Signature (please use blue ink): ' i '.,;-*__, Applicant Address: 322 East 2nd Street, Iowa Clay, IA 52240 Contact Person: Maryann Dennis Title: Executive Director Phone Number: 358-9212 x5 Fax Number: 358-0053 E-mail Address: mdennis@housingfellowship.com DUNS Number: 868030701 2. Secondary Applicant (if applicable): Signature (please use blue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check ones ✓ Community Housing Development Organization 0 Private non-profit organization 0 Private for -profit, individual or partnership applicant 0 Public Organization 4. Amount of CDBG Funds Requested: $1,015,362 258 S. Did you attend the Applicant Workshop? Not Applicable 6. Provide a brief description of the proposed project & complete the table below. This project will add 12 affordable rental homes to the current market in Iowa City. The unique opportunity for the City to offer this DR-CDBG fund is a direct result of the partnership between The Housing Fellowship; developer of Aniston Village, LP and the City. DR-CDBG funds will be used to acquire and rehabilitate six two bedroom and six three bedroom properties. Other sources of funds for this project are FHLB Affordable Housing Program fund, State of IA HOME funds, the Housing Trust Fund of Johnson County and a private loan. THF, the only CHDO in Iowa City which provides permanent affordable rental housing has been encouraged by the local government and neighborhood associations to develop scattered site rental housing. Funds will be used to acquire existing properties in need of substantial rehabilitation. Properties will be identified in locations throughout Iowa City that meet the City's site location policies; through the MLS; in existing market rate neighborhoods. Substantial rehabilitation will contribute to neighborhood preservation. Rents for this project are set at $550/month or at $775; considerably less than the current Iowa City fair market rents for two and three bedroom rental homes making these units affordable to many households that are presently severely cost burdened by high housing costs. The proposed financing terms are: DRCDBG - 0% with full repayment when other project debt is retired; State HOME funds will be repaid beginning in year five on a cash flow basis, while maintaining a debt coverage ratio of at least 1.15 in the pro forma; repayment of the loan from the Housing Trust Fund will be deferred until the private debt is repaid; a private loan will be secured in the amount of $486,883 and a grant from the Federal Home Loan Bank in the amount of $180,000. Total Number of Units Proposed: 12 Type of Units: Number of Units: Single Room Occupancy 0 Efficiency 0 1 - Bedroom 0 2 - Bedroom 6 3 - Bedroom 6 4+ Bedrooms 0 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, and/or other market studies that identifies the need for this type of housing in Iowa City and how it will fill a gap in the City's housing market. According to City STEPS; "Cost burdened renters need decent, affordable housing. Extremgly low income households have the greatest need for continued assistance in the form of a subsidy or an affordable unit. There are 7,364 renter households that are experiencing housing problems" (i.e. cost burdened). Low-income related renter households received a high priority in the STEPS plan. The Affordable Housing Market Analysis December 2007 determined the affordable housing need for 2007 — 2012 2,739 units (548/year). 259 Housing FYI CDBG Funding Request This project will fill a gap in the housing bnarket by adding affordable famiry re.ntai homes, improving the condition of the homes through substantial rehabilitation and helping to address the above mentioned needs. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. Non student Renter Households Priority Need 9. Please provide the requested loan terms and affordability period: HIGH Priority Need Level (High, Medium or Low) Loan Affordability Principal Interest Amortization Period Yearly Amount Rate (Years) (Years) Payment Terms $1,015,362 0% Conditional 15 N/A Requested* I I Occupancy *Financing terms will be based on project feasibility and the ability to repay the loan. Terms approved by City Council may be different than what is requested. 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question #16, Project Timetable. Funding Source & Type Interest of Funds: Funding Amount Rate Amortization Term Committed? Iowa City CDBG Funding $1,015,362 0% Conditional 25 0Yes ✓No (public) Occupancy State of Iowa HOME or $450,000 0% Cash flow beginning 25 DYes ✓No CDBG (public) in year 5 (debt service to maintain 1.15 DCR) IFA— Low Income Housing $ 0Yes ONo Tax Credits (private) Bank Loan (private) $486,883 4.7% 25 25 ()Yes ✓No Volunteer Labor and/or In- $47,976 DYes ✓No kind Donations (private) Applicant Contribution of $ 0Yes C')No Equity (private) Other Public Resources (please list) Other Private Resources $180,000 N/A N/A N/A 0Yes /No (please list) FHLB GRANT HTFJC $300,000 0% Deferred 25 0Yes ✓No TOTAL $2,480,221 260 Housing FYI CDBG Funding Request 10b. Please provide the uses of funds for the project. Uses of Funds Amount Acquisition: $1,599,192 Building Acquisition Land Acquisition Site Improvements $ $ Construction rehab contingency lead abatement $480,000 $ 48,000 $ 60,000 Professional Fees — (Legal, Accounting) Volunteer (Realtor Commission) $ 5,400 $ 47,976 Construction Finance $ Permanent Finance $ Developer Fee (100/6) $221,113 Reserves $ Other (please specify): Carrying Costs $ 18,540 TOTAL (Must equal TOTAL in 10a.) $2,480,221 Amount of Private Funds $ 1,014,859_ (a) Amount of Public Funds $ 1,465,362 (b) Total Project Funding $2,480,221 (c) a a- b Number of bedrooms 30 (d) Total public cost per bedroom $48,845 (e) b : d Total Cost Per Unit $ 206,685* c - # Units *This number includes the value of Realtor Commission, which is not a project cost. Cost per unit after Realtor Commission is backed out is $202,687. 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 (Realtor Commission) 3% hettr-s x $_ per hour = $ 47,976 Skilled labor ( ) Skilled labor ( ) hours x $_ per hour = hours x $_ per hour = Total (include in IO a.) $ $ 47,976 261 Housing FYI I CDBG Funding Request 12. Please identify any identity of interest (IOI) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. N/A 13. Does the proposed project pay full property taxes? 0 Yes ✓ No If YES, what is the estimated value of taxes generated from this Project? $ If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? OYes ✓No If yes, what is the percent of full taxes paid? % and amount paid is $ _ 14. If partial funds are awarded, will the project/program continue? ✓Yes 0 No If yes, at what level? Fewer homes will be acquired and rehabilitated. 15. 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. Not Applicable. 16. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity : 12/2010 Approval of DR-CDBG funding 07/2011 All funding sources secured 07/2011- 09/2011 Completion of Environmental and Public Comment Period 09/2011 —06/2012 Identification and Acquisition of Properties 10/2011- 09/2012 Develop Rehab Lists, Advertise for Bids, Award Contracts 10/2011 — 12/2012 Construction 01/2012-03/2013 Lease -Up Complete 04/2013 Proiect Close -Out 17. 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 262 Housing FYI CDBG Funding Request housing to lower incorne persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). This project will expand the stock of affordable rental housing in Iowa City by 12 homes. The project will benefit the targeted income group by providing decent, affordable homes in mixed income neighborhoods by acquiring scattered site existing properties in compliance with the City's affordable housing site location policy. Rents are set at a level to be affordable (i.e. no cost burden) to working families without additional rental subsidies whose incomes meet the required HOME income regulations. Through extensive rehab of the homes, the Housing Fellowship will help with the preservation of the housing stock. 18. 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 permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner -occupied housing units lower than those in the existing market. Security documents and mortgages will be recorded for each building. These instruments will define the term of affordability. In conjunction with the Conditional Agreement between the City of Iowa City and The Housing Fellowship, the project will be retained as affordable housing for a minimum of fifteen years. Annual reports from THE will ensure the period of affordability. As a non-profit and long-term owner THE will offer the project homes as affordable housing for the life of the property. Rents are set at a level to be affordable (i.e. no cost burden) to working families without additional rental subsidies whose incomes meet the required HOME income regulations. Monthly rents at $550 or $775 are well below the average rents in Iowa City and are set to be affordable to households at or below 40%AMI and 60%AMI. Reminder: Rental housing projects MUST complete and submit the proforma (excel format) provided by the City with this application. Rental housing applications submitted without the City's proforma will not be considered. 19. 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. This project is intended to serve low income families; whose incomes are either below 40% AMI or 60% AM I. 30.2% of the population in Johnson County is below the poverty line. The living hourly wage for a single parent with two children is $21.78. The wage gap in Johnson County for this group is $6.60. The proposed terms for the funding sources will allow the proposed rent levels which are considerably less than the local market and the HUD FMR. The first consideration for project properties will comply with the City's affordable housing site location policy. This project will encourage diverse neighborhoods by incorporating affordable rental homes within market rate neighborhoods. 20. On the map provided, please show the location of the proposed project. - - - - - - 263 Housing FYI CDBG Funding Request Properties are planned to be selected to comply with the City's affordable housing site location policy. Properties for this project are not identified as of yet. Approval for individual properties will be obtained at the time of purchase as required. 21. 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). ALL HOMES WILL BE OCCUPIED BY HOUSEHOLDS @ OR BELOW 60% AMI Number between 0 - 30% median income Number between 31— 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income households (a) 3 households (b) 9 households (d) 0 households (e) 0 households (f) Total 12 households (g) Percent LMI 100% (a+b+c+d) = g 22. Please select 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: Outcome: Output Indicator: 0 Suitable living environment ✓ Decent affordable housing 0 Creating economic opportunities 0 Availability/accessibility 0 Persons ✓ Affordability ✓ Households 0 Sustainability 0 Housing units The main objective of the proposed project is to provide decent affordable housing to low-income families. Twelve properties will be acquired within the Council's approved areas and will be substantially rehabilitated. Substantial rehabilitation using "GREEN" methods will increase the energy efficiency of the homes, further reducing housing costs for the residents. Rents at levels that are affordable to households at or below 40% and 60% AMI without additional subsidies will increase the opportunity for 12 households to access decent, energy efficient affordable rental homes. 23. 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) Amount Budgeted Expended Date All Units Fiscal Year Funds Recv'd Amount (as of 10/29/10) Completed FY07 (July 2006 — June 2007) $ $ 26 Housing FYI I CDBG Funding Request Amount Budgeted Expended Date All Units Fiscal Year Funds Recv'd Amount (as of 10129110) Completed FY08 (July 2007 - June 2008) $347,772 $347,772 12/31/2010 FY09 (July 2008 - June 2009) $198,000 $198,000 12/31/2010 FY10 (July 2009 - June 2010) $220,000 $220,000 n/a $2,900,000 $1,6S7,170 12/31/2010 24. 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 O No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. N/A 25. 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. N/A 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. TABLE OF ORGANIZATION BOARD OF TRUSTEES OFFICERS COMMITTEES (Trustees and Community Members) President Finance Vice President Recruitment/Orientation Treasurer Housing Advisory Secretary Green Development EXECUTIVE DIRECTOR OFFICE MANAGER PROJECT MANAGER FINANCE MANAGER COMPLIANCE SPECIALIST MAINTENANCE AND REPAIR EMPLOYEE The mission of The Housing Fellowship is to provide quality homes that are affordable to people with limited incomes. The Housing Fellowship incorporated as a non-profit in 1990. A community based housing organization; the Housing Fellowship began as a response to the severe shortage of affordable housing in our community by representatives from area religious congregations. The Housing Fellowship has fifteen congregations and four Human Services Agencies as permanent members. (Permanent members serve a supportive community role, not as Trustees.) Member organizations have the ability to call a meeting of the membership to review the activities/performance of the Trustees and/or staff. 265 Plousing FYI GDBG FuncJing Re(iuest The Board of usl:e s serves as the policy making body. At: least one third of the Board of Trustees epresents the low-income community. Trustees represent key areas of expertise pertinent to the business of the Corporation. The Housing Fellowship employs six people. The Housing Fellowship works closely with local providers of services. HACAP, the Neighborhood Centers, Shelter House and Four Oaks/Youth Homes are permanent members of the Housing Fellowship. The Housing Fellowship is active on the Local Homeless Coordinating Board and was instrumental in establishing the Housing Trust Fund of Johnson County. THF's Executive Director serves as ex-officio for the Housing Trust Fund. In -kind support of space, phone and supplies are provided to the Trust Fund. The Housing Fellowship administers three programs in Johnson County all of which address the housing needs of low-income households. The affordable rental housing program provides safe, decent, affordable rental homes scattered throughout Iowa City and Coralville to low-income families. The Housing Fellowship has met the rigorous criteria established by the U.S. Department of Housing and Urban Development (HUD) and is certified as a Community Housing Development Organization (CHDO). The CHDO certification is monitored annually by the Planning and Community Development Department of Iowa City. Some criteria for the CHDO certification are that one third of the Board of Trustees must represent the low-income community or reside in a HUD designated low income neighborhood and that the non-profit must demonstrate the capacity to develop affordable housing. The Housing Fellowship is one of the premier CHDOs in the state of Iowa. The Housing Fellowship builds and or acquires/rehabilitates properties for use in the rental housing program. At the time of this writing, The Housing Fellowship owns and manages 116 rental homes. Twenty two units are under construction as part of Aniston Village, LP. The DRCDBG funds were awarded to Aniston Village, LP and passed through the City of Iowa City. The repayment by Aniston Village, LP to the City provided this unique windfall of funds into our community. The homes are scattered throughout Iowa City and Coralville and include various housing types. This provides more choices for low-income households as to where they want to live and in what type of home. The financing for affordable rental projects is complex and multi -layered. In order to be awarded low-income housing tax credit equity from the Iowa Finance Authority, a separate Limited Partnership must be established. A typical housing project includes four — seven different sources of financing with strict compliance issues and separate accounting. The Housing Fellowship manages four separate entities in its rental housing program. In 2009, THE and Partnerships housed 418 persons including 257 children. The average annual household income is $17,866. 62% of the heads of households are employed and 17% are disabled. 730/0 of the households are headed by single moms. Styles of houses include single family detached, duplex, townhomes and condominium homes. Sizes range from two to four bedrooms. The homes are located in eleven of the thirteen Iowa City and Coralville elementary attendance areas. An active Board of Trustees and Housing Advisory Committee review the potential sites of homes and consider proximity to public transportation, schools, and essential services. The application for rental housing asks applicants for their preferences in neighborhoods and school districts. Key personnel for the proposed project include: Maryann Dennis has been the Executive Director of the Housing Fellowship since January 1993. She has extensive experience in working with low-income families and the administration of federal and private funding sources. She currently oversees The Housing Fellowship's HTFJC, CDBG, HOME, FHLB contracts and partnership agreements. Ms. Dennis is a certified Housing Development Finance Professional through the National Development Council. She holds a Masters Degree in Social Work Administration and Social Development from the University of Iowa. She serves as ex-officio of the Housing Trust Fund of Johnson County, is a member of the Johnson County Housing Task Force and the Cultural Competency Advisory Committee of the ICCSD, and serves on the Board of Directors of Successful Living, Inc. Barbara Bailey was the contracted accountant for over eight years and joined The Housing Fellowship full-time in February 2007. Ms. Bailey maintains financial records, reconciles all accounts, and prepares all financial reports and balance sheets for the Board of Trustees. Ms. Bailey is certified as a Development Finance Professional through the National Development Council. She serves on the Green Development Committee and has extensive training in passive house design. Tashundra Marshall, Compliance Specialist re -joined the staff in May 2008. Ms. Marshall holds a B.A. Degree in Sociology from the U of I. She served as Office Manager at THE from 2004 — 2005, leaving to be an Income — 266 Housing FYI CDBG Funding Request Maintenance Worker at DIAS. Ms. Marshall is a Certified Credit Compliance Manager through Spectrum. Companies. She is also a tenant of The Housing Fellowship. Tammy Spies, Project Manager, joined THE staff in September 2003 after serving as Office Manager and Estimator of Arena Auto Body for over 12 years. Ms. Spies has been a tenant at the Housing Fellowship since 1993. Ms. Spies holds an Associate of Arts Degree from Ellsworth Community College in Sales Management. She has demonstrated excellent skills in property management practices and project management. She has completed compliance training for federal funds sponsored by the Iowa Department of Economic Development and the Iowa Finance Authority. Danielle Chambers, Office Manager, joined the Housing Fellowship in October 2010. Ms. Chambers holds a Bachelor Degree in History the University of Iowa and has experience as a Real Estate closing processor and served as an office manager for a residential appraisal company. She worked as a field manager for the 2008 Presidential Campaign Ed "Butch" Seydel, Maintenance and Repair Employee, joined THE in June 1999. Mr. Seydel has well over 30 years of experience in the building trades and facility repair and maintenance. THF's staff members have attended training to ensure funding compliance and recordkeeping offered by IA Department of Economic Development, IA Finance Authority, Midwest Housing Equity Group and Spectrum Companies. The recent purchase of property management software compatible with HUD and the Low -Income Housing Tax Credit programs has streamlined the operations of THF. 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D 00 0 V ' V C 7 V O T r cp V of N (D t0 tO W � } # M tR W fA bl Ni !A t9 to t9 f9 bf O N O N N N N tNy O oO O O O O O yy (D W N c0 t0 O O to f9 (�. t9 t9 f9 N to W W e9 69 o W of W N � w O V o m o T coo coo j } # M `n o M M bi >;: Ni V9 N 69 e9 �/3 e9 to f9 eA F9 (9 O O O O O O O O s} } # ro w ri co o o o m c+i co o m ri w vi of "� o 271 Housing Application for FY2911 cAscfunds � r CITY OF IOWA CITY Project Name: People He People. Our passion is helping a person or family achieve something that embodies the "American Dream," especially here in Iowa City, by becoming homeowners. Type of Project (check one. X Homeownership 0 Rental 0 Rehabilitation 1. Lead Applicant Name: Tori DeRonde r Signature (please use blue ink):L, Applicant Address: PO Box 111, Otley,1A 50214 — Contact Person: Tori or Kevin DeRonde Title: President - Mountain Trust LLC Phone Number: (515) 822-9720 E-mail Address: powertearn.10 gmail com DUNS Number: 02-7297155 2. Secondary Applicant (if applicable): Kevin DeRonde Signature (please use blue ink): t Applicant Address: PO Box 111 Otley, IA 5 214 _ Contact Person: Tori or Kevin DeRonde Title: Vice President - Mountain TLysst, LLC Phone Number: (641) 781-0489 E-mail Address: oowerteam jc0bcimail corn 3. Type of Applicant (check onO 0 Community Housing Development Organization 0 Private non-profit organization X Private for -profit, individual or partnership applicant 0 Public Organization 4. Amount of CDBG Funds Requested: $ 2,000,000 272 5. Did you attend the Applicant Workshop? We were unable to attend the applicant woikshop and were not aware of the FY11 CDBG Special Allocation Program two days before the application deadline on Wednesday, October 27th. We met with Dave and Karen Baculis on Saturday, October 23rd for the first time to negotiate terms on the mobile home community. 6. Provide a brief description of the proposed project & complete the table below. Our business is distinguished from others in that we not only provide housing for tenants, but we seek to provide a safe, inclusive environment where personal growth is imminent. We will seek to bolster the Iowa City community by implementing opportunities for tutoring programs, mentorship programs, work -related skills seminars, utilization of state and federal government grant opportunities, license to transport mobile homes and improvements to the -community -along with -an -agreement to work -with -the -City of Iowa City to fully support the -- construction of a levee to protect over 400 residents. This project will involve the building and land acquisition of the Bacilus Mobile Home Community. This community and location has been identified as a Census Tract/Block Group 104 community and we will seek to make improvements and opportunities will be implemented once Mountain Trust, LLC purchases the Baculis Mobile Home Community. Our clients, the mobile home community residents and future homeowners need to know that someone truly has their best interest in mind, and desires to help them succeed. We take pride in offering a hand up, rather than giving a hand out. Mountain Trust, LLC is a for -profit Limited Liability Company that assists in providing that hand up using real estate as our base. Not a single mobile home community owner, dealer or buyer has been awarded a CDBG allocation, since the program has been awarding grants in Iowa City, since 1989. With the problems and mismanagement at Regency, we would like to make this mobile home community in Iowa City the example and standard for Iowa and the nation, demonstrating the correct way to manage a mobile home community and provide resources and support long after a family moves into their home. Mountain Trust, LLC is family owned and operated and we are not looking to expand like a corporation. This property will be one that will live on through its associates and eventually through the trust that will inherit it. The heirs of the associates, as it is written in the trust, will continue the good work that the original owners started. The heirs of the trust will be apprentices within the company and carry on the legacy of People Helping People. Total Number of Units Proposed: 140 Total Type of Units: Number of Units: 117 Occupied Single Room Occupancy Efficiency 1 - Bedroom 2 - Bedroom 3 - Bedroom 115 4+ Bedrooms 2 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, and/or other market studies that identifies the need for this type of housing in Iowa City and how it will fill a gap in the City's housing market. According to the Iowa City Metro Area Affordable Housing Market Analysis by Mullin & Lonergan Associates Incorporated, "The median sales price of housing exceeded $200,000 for the first time in Iowa City and has increased steadily." Our mobile home community will offer quality, clean, affordable housing without causing tenants distress by large lot rent increases. This plan is discussed thoroughly in question 25. The advantages that exist within mobile home communities compared to duplexes, apartments or rental units are great. Mobile home communities can offer home ownership, which bolsters the Iowa City economy, and provides the satisfaction of owning a home among many other positive outcomes. Mobile home communities can supply higher quality housing to low income families that are unable to afford homes that charge $500 per bedroom. Tenants are more long term, therefore become more invested within the community and have income left over to put back into the Iowa City economy. 273 Housing FYI I CDBG Funding Request The approval of the loan for the mobile home community will allow Mountain Trust, LLC to provide housing for more than 140 families and supply 455 beds for nothing more than $270-$300 a month in lot rent. This project will allow Iowa City to defer "More than half of all extremely low income home owners were cost burdened in 2000. Of the 712 home owners with incomes up to 30% of median and residing in the study area, 400 (56%) were paying more than 50% of gross income on monthly housing costs." CITYSTEPS2011-2015PLAN Since the Great Depression, never in American history has there been such a great need for affordable housing. According to many studies, most cities cannot keep up with the demands for lower income housing. Iowa is not immune to this downturn of layoffs, cutbacks, and company closings. These factors have taken the economy to the point that men and women are not able to supply the income needed to support large homes and lifestyles. The result leads to consumers searching for less expensive homes and lifestyles. The answer for many is manufactured housing or mobile homes. o example, a home With -a small down payment coupled with low monthly payments offers a great solution for families and individuals. We desire to meet the need for low-income housing where we can profit in this business venture for the City of Iowa City, the homeowner and our family at the same time. The Iowa City Metro Area Affordable Housing Market Analysis by Mullin & Lonergan Associates Incorporated and CITY STEPS20112015PLAN asks to "Preserve existing manufactured home communities. Another affordable housing resource in Iowa City that is worthy of preservation is the existing supply of mobile home communities. As a matter of public policy, Iowa City has historically placed emphasis on the rehabilitation of existing mobile homes. The City requested and received special permission from HUD to rehabilitate mobile home units with CDBG and HOME funds. A strategy is needed to protect this public investment in mobile homes and mobile home parks." Mountain Trust, LLC can provide this strategy and become a leader in the mobile home community business based on People Helping People. Furthermore, "As the supply of development sites diminishes, the value of land in the Iowa City real estate market will continue to increase. Under these circumstances, it can reasonably be predicted that there will be increased pressure on the owners of mobile home communities to sell their land for redevelopment. This land will invariably be reused in a way that generates a higher economic return. In this process, households that rent pad space within a mobile home park will become economically displaced. Many of these households are lower income and their housing options will therefore be limited. The redevelopment of mobile home parks reduces the supply of affordable housing and the resulting displacement places increased pressure on scarce affordable rental resources." Iowa City Metro Area Affordable Housing Market Analysis by Mullin & Lonergan Associates Incorporated and CITY STEPS2011-2015PLAN The following synopsis depicts market research performed by Mountain Trust, LLC in pursuit of demand and opportunity for the products and services our business can provide in Iowa City. • According to the Wall Street Journal, in 2010, the Manufactured Housing Institute (MHI) stated, "a call to action that speaks of the great need for Americans to find more affordable housing." • The Iowa Manufactured Housing Association (IMHA) in 2009, called for the need of affordable housing too and it was also brought to our attention that both are far behind the need. Our company and many others can help with that need by owning mobile home communities. • Due to the high rate of foreclosures, the trend toward purchasing affordable housing is on the rise and mobile homes are the answer for many. • There are 54,000 mobile home communities in America and about 600 of those exist in Iowa, however fewer still in rural areas. • Expansion and improvements are constantly being evaluated during negotiations, in particular, assessing the number of mobile homes or home sites available when working with the sellers and zoning. ■ There are barriers already in place to keep potential new competitors from flooding into our market. • High costs to install/build communities, making acquiring existing communities lucrative. Furthermore, grandfathered locations exist wherein no new communities may be added within the city limits. ■ Consumers must turn somewhere for a home — our business provides one of those affordable options. 274 Housing FYI I CDBG Funding Request • An imminent education gap exists for consumers on the subject of establishing good credit. • Changes in technology, though it gets better, people will always need affordable housing in every city and mobile home communities provide that opportunity in Iowa City. • Government regulations are continually changing, but Mountain Trust, LLC keeps current with all applicable regulations and laws pertaining to the Iowa Manufactured Housing Association. The changing economy merely forecasts an increase in our business; as the current market becomes more difficult for consumers, our commodity increases. • Changes within our industry itself: the trend of helping the disadvantaged- has been around from -the beginning of time and this pursuit will not be discontinued. Everyone, no matter where they are in life, wants the opportunity of a hand up. • Within Iowa City, a life circumstance that affects ownership of property always exists. For example, marriage, children, death, and divorce are only a few that can influence an individual's housing situation. In each circumstance, a possibility exists of a home that needs to be upgraded, downsized or requires a transfer in ownership. • In the case where a private banking or lending institution will not lend on resold mobile homes, poor credit exists and income is scarce, many people do not see the opportunity of owning the title to a mobile home as a possibility. Our client/customers will see the product and service we provide as the opportunity usually not offered. • Our clients/customers are anyone over the age of eighteen (18). They are men and women in Iowa City. They exist within every income bracket, class, occupation. They can have little education or a high level of education. • Our clients/customers will always be abundant in Iowa City, which is great for our business, however we do not celebrate the fact that people will always struggle with their finances, and the economy is going to be volatile at times. Our passion is helping a person achieve something that embodies the "American Dream," especially here in Iowa, by becoming homeowners. For example, "LMI persons, as determined by HUD, have incomes at or below 80% of the median family income (MFI). In its 2009 estimates, HUD determined that there were 29,895 LMI persons in Iowa City, equivalent to 53.2% of the population for whom this rate is determined. HUD reported that the FY 2009 MFI in Iowa City was $76,000." CITY STEPS2011-2015PLAN. That's close to 30,000 people or 53% of families that need affordable housing in Iowa City. Above all this project meets all of the criteria to be awarded a CDBG loan, which include the following: -Meeting the needs of low and moderate income residents -Focusing on low and moderate income areas or neighborhoods -Coordination and leveraging of resources -Response to expressed needs -Sustainability and/or long-term impact -The ability to demonstrate measurable progress and success A mobile home provides shelter that endures for as long as the owner's desire. This new beginning provides pride and accomplishment, a sense of ownership, the beginning of financial security, and a sense of providing for oneself and loved ones, and an inclusion within the community unknown to a tenant. This opportunity is a need that exists within the market we are currently working in. The most rewarding part of our business is having the ability to assist someone in becoming a homeowner — which is something they may not believe they are able to do or have not even considered the possibility. Our clients/customers will always be abundant in Iowa City, which is great for our business, however we do not celebrate the fact that people will always struggle with their finances, and the economy is going to be volatile at times. Our passion is helping a person achieve something that embodies the "American Dream," especially here in Iowa, by becoming homeowners. In the off chance that our company offered on a home that another party was offering, we would fall back to our mission statement. If the deal is not in the best interest of the seller, meaning if we weren't offering the 275 Housing FY11 CDBG Funding Request better terms and conditions for the seller's needs, we would encourage them to take the other offer. We would move on to the next opportunity available. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. Owner occupied affordable housing for any family Priority Need 9. Please provide the requested loan terms and affordability period: High Priority Need Level (High, Medium or Low) Loan Affordability Principal Interest Amortization Period Yearly Amount Rate (Years) (Years) Payment Terms $2,000,000 2.00 30 30 Estimated Requested* I I I 1 1$88,704 Mountain Trust, LLC would be able to meet our goals to provide owner occupied affordable housing to families if we were awarded the loan terms as stated in the CITY STEPS 2011-2015 PLAN, "Community Development Block Grant (CDBG): The primary objective of this program is to develop viable urban communities by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low and moderate income levels. Funds can be used for a wide array of activities including loans or grants to businesses." Our project is a rare opportunity for the City of Iowa City to be fully repaid for the loan given and make a profit. According to the terms requested we would pay back the City of Iowa City $88,704 per year for a total of $2,661,120 (not considering inflation). Mountain Trust, LLC will not only pay back the loan but provide a profit of $661,120 in additional funding that was not awarded to the City of Iowa City CDBG allocation program. Also, we would be paying over $60,000 in taxes per year to the City for a total of $148,000-$160,000 per year for 30 years. As a side note, Mountain Trust, LLC would like to serve as a volunteer on the city planning and community development board/committee to help allocate the money paid back to the city to those in need. 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question #16, Project Timetable. Funding Source & Type of Funding Interest Amortizati Hours Funds: Amount Rate on Committed? Iowa City CDBG Funding (public) $2,000,000 2.00 30 DYes XNo State of Iowa HOME or CDBG $ DYes ONo (public) IFA — Low Income Housing Tax Will be DYes ONo Credits (private) evaluated after purchase Bank Loan (private). This was Evaluated at 6.75 20 OYes XNo evaluated and the monthly $2,000,000 payment of $15,324 combined with the $1,731,621 five year balloon payment would put Mountain Trust, LLC at an extremely high level of risk of Housing 276 FYI CDBG Funding Request the loan. bor and/or In -kind FDDo7nationsrivate) $0 2,650 Oyes XNo TOTAL $2,000,000 10b 11. Please provide the uses of funds for the project. Uses of Funds Amount Acquisition: Building & Land Acquisition $2,000,000 *The following charges will be incurred to bring Baculis MHP to where it needs to be. If we are not approved for the $2M then we would like to evaluate CDBG approval for the following: Question 14 explains in detail. *Purchase of 43 used mobile homes between the years of 1985 and 2010 $461,992 *Site Improvements include but are not limited to: Remodel the office, replace the current mobile home community sign with a new one, install new water meters for each pad, remodel or haul away abandoned homes, etc $282,000 *Professional Fees $60,000 TOTAL (Must equal TOTAL in IOa.) $2,000,000 Amount of Private Funds Amount of Public Funds Total Project Funding Number of bedrooms Total public cost per bedroom Total Cost Per Unit $ 2,000,000 $ 2,000,000 Fully Occupied 422 $ 4,739 $ 14,286 (a) (b) (c) a + b (d) (e) b=d (f) c - # Units 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. *These numbers are figured on an annual basis Unskilled labor (Maintenance - 520 hours Internships) x $_0_ per hour = $0 Housing 277 FY11 CDBG Funding Request Skilled labor (University of Iowa - 1040_ hours x $_0_ per hour = Tutors) Skilled labor (Kirkwood 1040_ hours x $_0_ per hour = Community College - Tutors) Skilled labor (Building Your Own 50 hours x $_0_ per hour = Legacy Seminars & Credit Repair - Owners & Vitesse Financial) Total (include in 10 a.) $0 $0 $Q 12. Please identify any identity of interest (I0I) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. Not Applicable. 13. Does the proposed project pay full property taxes? XYes 0 No If YES, what is the estimated value of taxes generated from this Project? $60,000 per year 14. If partial funds are awarded, will the project/program continue? 0 Yes XNo The project would go through ONLY if Dave Baculis would agree to seller finance the mobile home community. He informed us that he would like to do a 1031 exchange instead of seller financing. Seller financing would allow us to apply the partial funds listed in section 10b. to upgrade the community to where it needs to be to meet the goals for the homeowners and future generations. Due to the 1031 request we will not be able to purchase the community without the CDBG loan. 15. 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. Not Applicable. 16. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: February 2011 Purchase of Baculis Mobile Home Community. Purchase of said premises will be contingent upon the loan agreement, a Phase 1 Study, relationship with the City of Iowa City and 65 point due diligence check list on the mobile home community. We would also allow the construction of the levee that will provide flooding relief for over 400 families. To close on a community normally takes 3-6 months, which largely depends on approval of financing. 17. 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). According to the Iowa City Metro Area Affordable Housing MarketAnalysis by Mullin & Lonergan Associates Incorporated, "Many of the Iowa City residents are members of the regional workforce such as teachers, police officers, nurses, and residents who work in retail jobs. They are employed at the corner deli, the local auto body shop and own the small business down the block. They are the folks we rely on everyday to keep our community thriving and they fill vital community occupations." Mountain Trust, LLC is designed to be a benefit to every person in every economy. In Iowa City's economy, every industry experiences challenges, and our service can fulfill a need that occurs within every economy, specifically within disparate areas of Iowa City. Our company not only provides the necessity of shelter, but we also train and educate people on how to utilize the skills and knowledge acquired to better themselves and others. "In 2006, the median sales price of housing ranged from a low of $152,900 in the North Liberty/Tiffin/Oxford area up to $180,000 in Coralville. Based on these prices, a household would require a minimum income of $50,650 in order to afford a home selling for the median sales price in the study area. This income amount is equivalent to 106% of the median household income for all of Johnson County in 2007 ($47,940)." The Iowa City Metro Area Affordable Housing Market Analysis by Mullin & LonerganAssocia-te—sIncorporated Mountain Trust, LLC can drive the cost of a home down to a fraction of the median sales price of housing. With a small down payment and $270-$300 in lot rent a family can enjoy a three bedroom home and have their lives changed forever. In today's economy, it is commonplace for people to face a myriad of challenges in the housing market: foreclosures, short sale situations and evictions. The negative impact this can have on individual credit makes it impossible for them to buy something else, at least anytime in the near future. According to Mountain Trust, LLC provides the credit in a challenging economy. The sales that we generate on our mobile homes are normally extended to the purchasers on credit. Many banking and lending institutions do not extend credit to a mobile home purchase that is a resale and, in most cases, those needing a mobile home to live in, are in need of the credit we extend. A situation where a new homeowner can build up their credit exists within a mobile home community that we are evaluating. Tenants are paying for the lot and the home without ownership of either. We want to assist these tenants in becoming homeowners without increasing their monthly payment. We will educate the new homeowners on the benefits of ownership; and the positive effect that it will have on their credit. This positive effect will be magnified in the future when they are ready to move from our community and purchase a small home, condomium or apartment. The funds that will help Mountain Trust, LLC in purchasing this community will be helping hundreds of families over the coming decades to start over, or start somewhere building their confidence and ability to purchase something bigger later. 18. 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 permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner -occupied housing units lower than those in the existing market. In the Iowa City Metro Area Affordable Housing Market Analysis by Mullin & Lonergan Associates Incorporated states, "Only 389 housing units sold for less than $100,000 in the Iowa City area in 2006. Only 10 units sold for less than $40,000; another 28 units sold in the $40,000 to $59,999 price range." Mountain Trust, LLC's proposal is to be able to provide housing for 140 families well below the $40,000 cost of owning a home in the study. For example according to the same source Mullin & Lonegan, "Typically, the newer apartments constructed since 2000 lease on a per -bedroom cost. A three -bedroom apartment built specifically as student housing could rent for $500 per bedroom for a total of $1,500 for the apartment. While this may be affordable to most students (who may or may not receive financial assistance from their parents), for a family with two children in need of a three -bedroom apartment paying $1,500 a month is considered affordable only if the family's monthly household income is at least $4,500." Below is how we can provide this family with two children a better option than paying $1,500 per month. If Mountain Trust, LLC is able to be approved for a loan to purchase the mobile home community, the next step would be to offer the homes to the tenants to buy instead of merely pay Mountain Trust, LLC rent. Mountain Trust, LLC views the tenants as clients and desires to treat its clients with dignity and fairness. The amount that Mountain Trust, LLC's clients are paying will remain the same and the cost of the mobile home will depend on the individual mobile home. Monthly payments will be divided between the individual mobile homes, which range from $270 to $300 per month in lot rent. Mountain Trust, LLC will also offer the credit for the new homeowners. A specific example of the allocation of payments is as follows: a typical mobile home within a community is sold at approximately $5,000, and an individual's payment toward owning this home within the community would be $100/month with an additional $200/month going toward lot rent. The total paid equals $300/month, which is equivalent to the amount the tenant has been paying for rent and lot rent. The payments can be modified for each individual mobile home community based on the current lot rent and current home rental payments if applicable. After a determined number of payments, the individual's monthly expenses will decrease in lot rent alone and they will have the title to the mobile home without a lien holder. They will be free to market and sell their mobile home, using the proceeds to move up into a bigger mobile home, apartment, condominium, or small Housing 279 FYI I CDBG Funding Request single family home. They will also have the option of keeping the home as an investment of their own and rent their mobile home to another family. Not only does this benefit the individual(s) living in the mobile home currently, but it is an asset to the company as well. We will receive the payment for lot rent, the payment for the mobile home, interest on the mobile home payments as well as the release of liability to fix, modify, repair or upkeep the mobile homes themselves. Mountain Trust, LLC will essentially become landowners who helped the tenants become mobile home owners. 19. 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. Baculis Mobile Home Community is located in the middle of Iowa City's populated census block group 104 with over 60% of LMI Persons, which qualifies as an LMI targeted area according to CITY STEPS2011-2015 PLAN. Like we stated before our mission is People Helping People and we do not discriminate. In order to keep the peace among diverse populations management plays a key role and we have been trained by the best and our management experience proves very useful in this area. Again, Mountain Trust, LLC is designed to be a benefit to every person in every economy. In Iowa City's economy, every industry experiences challenges, and our service can fulfill a need that occurs within every economy no matter how diverse it is. Our company not only provides the necessity of shelter, but we also train and educate people on how to utilize the skills and knowledge acquired to better themselves and others. Our clients/customers find us by word of mouth or by phone. We can be contacted through our local phone numbers and e-mail and are available as clients call. Most clients/customers will call when they are finished with their business day or before it begins and so our hours vary. A few key aspects of how the associates represent Mountain Trust, LLC to better serve our moderate income households are as follows: • We are members of the Iowa Manufactured Housing Association (IMHA). • We only hire independent contractors for work or maintenance. • We double-check to make sure zoning is current and complete on a community. • Phase 1 environmental studies are performed before a community is purchased. • We carry liability insurance coverage. • We prefer to evaluate and retain the current managers and maintenance technicians and sign them to an official property management agreement. This is very important to us as it provides continuity with the homeowners in the community and sets us apart from the changes that often take place in the purchase of a mobile home community. • We work to set up free tutoring programs for residents through local universities. We have found that the University of Iowa has a Center for Urban Education that supports several federally -funded TRiO programs including the Educational Opportunity Center; the Educational Talent Search Program, the Classic Upward Bound Program and state -funded Math & Science Academies. cde.uiowa.edu/index.php/abouttriosss.htmi • Residents will also hear about the great benefits of Kirkwood Community College in Iowa City that offers associate degrees, diplomas and certificates in several programs of study. • Specific programs that will be implemented immediately are Adult High School Completion, Post Secondary Enrollment Option and Career Edge Academies. www.kirkwood.edu/highschool • High school students in our community will be encouraged to sign up for mentorships and job shadows through local businesses and universities in Iowa City. M Housing FY11 CDBG Funding Request • The owners of Mountain Trust, LLC personally teach free classes on how to write a resume, build your own legacy, etc. within the mobile home community. • We will utilize TANF, state and federal government grant opportunities to provide free assistance to residents and their families through gift cards, services or new constructed homes. • We will bring in Vitesse Financial to help residents correct or fix their credit scores and reports. www.vitessefinancial.com • One of the owners of Mountain Trust, LLC has a CDL (commercial drivers license) that can haul in newer homes for residents who's dream/goal is to own a newer mobile home. The cost to the homeowner to move a mobile homy can run -from $3,000-- $5;000. Mountain Trust-LLC-would charge only a few hundred dollars to cover their expenses and hook up their utilities. "In Johnson County, the Fair Market Rent (FMR) for a two -bedroom apartment is $708. In order to afford this level of rent and utilities, without paying more than 30% of income on housing, a household must earn $2,360 monthly or $28,320 annually. Assuming a 40-hour work week, 52 weeks per year, this level of income translates into a Housing Wage of $13.62 per hour. In order to afford the FMR for a two -bedroom apartment, a minimum wage earner (making $6.20/hour in 2007) must work 88 hours per week, 52 weeks per year. Or, a household must include 2.2 minimum wage earner(s) working 40 hours per week year-round in order to make the two - bedroom FMR affordable." The Iowa City Metro Area Affordable Housing MarketAnaiys& by Mullin & Lonergan Associates Incorporated. Mountain Trust, LLC can provide three -bedroom housing for 140 families for $300 per month. That's $408 less than the Johnson County FMR two -bedroom apartment that the family does not own or have any equity invested after paying $708 per month. 20. On the map provided, please show the location of the proposed project. The proposed project is highlighted in blue ink and located at 2128 S. Riverside Dr. We have also included a site aerial view of the property. 21. 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). *These figures are estimated Number between 0 - 30% median income Number between 31 — 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income 30 households (a) 35 households (b) 52 households (d) households (e) households (f) Total 117 households (g) Percent LMI 117 (a+b+c+d) _ g 22. Please select 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: 0 Suitable living environment X Decent affordable housing 0 Creating economic opportunities Outcome: 0 Availability/accessibility X Affordability 0 Sustainability 281 Housing FYI CDBG Funding Request Output Indicator: 0 Persons X Households 0 Housing units Number of units that will be rehabilitated — 43 Number of households assisted — 117 Number of units constructed — 25 (20 empty lots and 5 abandoned homes) *112 homes have a clear title. Dave and Karen Baculis are working on obtaining title for the other 5 homes. 23. 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 10/29/10) Date All Units Completed FY07 (July 2006 — June 2007) $0 $0 FY08 (July 2007 - June 2008) $0 $0 FY09 (July 2008 - June 2009) $0 $0 FY10 (July 2009 - June 2010) $0 $0 24. 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? X Yes 0 No 25. 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. The product of Mountain Trust, LLC is the service; knowledge that the associates bring to each individual transaction. Those that work for the company do not produce real estate, homes, apartment buildings, mobile homes, or the like. They do not have the desire to enter into development. The product and service we offer in general real estate transactions is to put families into affordable and sustainable housing. The product and service offered in this particular mobile home purchase is similar, just modified for the situation. An example of our product offered would be a mobile home community filled with mobile homes that belong to the current owner of the community. Mountain Trust, LLC is unique in its structuring with special care given to the individual in the mobile home community. For example, in most situations with the sale of a mobile home community, the buyer would keep the tenants instead of providing them with the opportunity to become the owner of the mobile home. We practice our mission statement in every transaction. "People Helping People" can be observed in every facet of our business development. Our clients/customers find us by word of mouth or by phone. We can be contacted through our local phone numbers and e-mail and are available as clients call. Most clients/customers will call when they are finished with their business day or before it begins and so our hours vary. We carry liability insurance coverage. • Upgrades to the community could include but are not limited to: repairing pot holes, remodeling the clubhouse, replace the current mobile home community sign with a new one and add additional signage, repair the surrounding security fence, repair sewer piping and add new mobile homes to fill the community, etc. • Provide an atmosphere and culture where the mobile home community's manager has a waiting list of 10- 12 families who want to move into our community. Housing 282 FYI I CDBG Funding Request Mountain Trust, LLC has contracted with an independent collection company called AFT 5 (Automated Funds Transfer Service), to handle the collection of payments for the individual mobile homes owned. The service includes notification to Mountain Trust, LLC, and the borrower of delinquency and penalty. Correspondence and receipts are provided via email to Mountain Trust, LLC. Clients/customers needing an extension of credit in the purchase of a mobile home have background and credit checks completed. Income, expenses and credit are weighed before it is determined who will be extended credit, at what interest rate and how much. The contracts used are very specific with regard to non-performance. Borrowers pre -sign their eviction notice and right to remove the mobile home that has been defaulted on without delay or consideration. This is a proven model that keeps families accountable and both parties benefit, which is why waiting lists are created. Payments are due on the first of each month. There is no late fee penalty. For example; If the lot rent is - - - - predominantl"300 in the general -area the amount -contracted is $ 300 -per -month.- should the borrower pay--oR - - the first of the month they are provided an incentive of $50.00 in the form of a refunded check. If the payment comes in after the first and before the fifth, the payment is received in full at $300 and no refund check is provided. Lastly, Mountain Trust, LLC has been trained by the best in the business by Ryan Smith, Gary Dubose and Larry Lockridge. Mr. Ryan Smith is co-founder of SmithCompanies.com, has served as President and Chief Executive Officer of CollectMyRent.com since March 2003. Mr. Smith brings with him more than ten years of extensive business experience, ranging from President and Chief Executive Officer of a privately -held software company, to serving as Chief Technology Officer for a world-wide content distribution company. Mr. Smith brings experience in market evaluation, property analysis, management systems, due diligence, finance, and more. Mr. Smith has been active in both residential and commercial real estate for nearly a decade and currently owns/manages hundreds properties in over seven states and currently owns and operates 12 mobile home communities that have received numerous awards. Mr. Gary Dubose has been our personal mentor and owns his own mobile home community in Little Rock, Arkansas. We have worked together on many projects and he has been a great teacher on how to take a mobile home community to the next level. Mr. Larry Lockridge is a good friend of mine who has advised Mountain Trust, LLC. Larry and his brother Dick managed a 274 unit mobile home community for over 40 years in Des Moines. Their community is considered the best mobile home community in the State of Iowa. Financial Plan Both associates of Mountain Trust, LLC have personal credit scores above 800 and both associates are debt free. We currently rent and do not have a mortgage, since we will be moving to Iowa City if we are approved for this loan. This financial plan consists of a 12-month profit and loss projection and a four-year profit and loss projection. Together, these spreadsheets constitute a reasonable estimate of Mountain Trust, LLCs financial future for the Iowa City Mobile Home Community Project. 12-Month Profit and Loss Proiection MONTH INCOME EXPENSE PROFIT NOTES January 2011 31,050 21 773 9,277 Add. Prin. & Inv. February 2011 31,050 21,773 9,277 Add. Prin. & Inv. March 2011 31,050 21,773 9,277 Add. Prin. & Inv. April 2011 31,350 21 773 9,577 Add. Prin. & Inv. May 2011 31,650 18,773 12,877 Add. Prin. & Inv. June 2011 31,950 18,773 13,177 Add. Prin. & Inv. July 2011 32,250 18 773 13,477 Add. Prin. & Inv. August 2011 32,550 18,773 13,777 Add. Prin. & Inv. September 2011 32,850 18 773 14,077 Add. Prin. & Inv. October 2011 32,850 18,773 14,077 Add. Prin. & Inv. November 2011 32,850 18,773 14,077 Add. Prin. & Inv. December 2011 32,850 18,773 14,077 Add. Prin. & Inv. Income is based on 117 mobile homes being occupied out of 140 lots (currently 117 mobile homes have lots and are occupied); this does not include the office and maintenance shed located on the property. The annual income increases the first four years by $1,800 with the addition of six mobile homes per year to fill the community. Lot rents range from $270-$300 for the other 117 lots. 283 Housing FYI I CDBG Funding Request August 2015 43,330 22,773 20,557 Add. Prin. & Inv. September 2015 43,330 22,773 20,557 Add. Prin. & Inv. October 2015 43,330 22,773 20,557 Add. Prin. & Inv. November 2015 43,330 22,773 20,557 Add. Prin. & Inv. December 2015 43,330 22,773 20,557 Add. Prin. & Inv. The increase in income each year is due to a $10 increase in lot rent to hedge inflation and to stay competitive in the surrounding market. Potential repairs would include flushing main line plumbing, repair of water lines, placement or replacement of new electrical poles, moving a mobile home out of the community for non-payment, moving a mobile home in as replacement or on a vacant lot, improvement or repair of roads, mailboxes, tree trimming, etc. Mountain Trust, LLC projects that the community will continue on an 84 % occupancy an wi - eep omes advertised as needed for new owners. We will maintain a 95% occupancy within four years. There should not be much change in how many lots are full except only to the better because there is an abundance of people in Iowa City that are losing their homes to foreclosure; that will only help the rental market and mobile home sales. 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project? Daily management of the potential purchasers or sellers is handled by Tori DeRonde. Business owner and President of Mountain Trust, LLC, since our doors have opened she is an accomplished speaker and explains to both buyers and sellers the process of how our products work to serve them. She assists in questions and concerns of both parties. Other duties include but are not limited to: human resources, which involves hiring and firing, marketing of Mountain Trust, LLC, negotiation of contracts and pricing, organization of payroll, creating proformas for potential purchases, oversees management of the business bank account and signs off and approves any changes, purchases or correspondence pertaining to Mountain Trust, LLC. Accounts receivable and payable as well as office organization are handled by Kevin DeRonde. As Vice President and Secretary of Mountain Trust, LLC Kevin has a vast knowledge and competence in handling multiple accounts and organizes things in such a way to make the office and company run smooth and efficient from anywhere in the country. Overhead costs will be low due to the character of our management style in that we are good stewards of our business, so that we can pass along benefits to the community. Mountain Trust, LLC has a large group of companies and individuals assisting as different situations arise during transactions. Escrow companies, individual officers as well as real estate and tax attorneys to assist in contract drafting and review. Mentors and educators that assisted in our growth and development are frequently updated of our progress, called for insight, recommendation or input during different scenarios. We look forward to working with the City of Iowa City to change the'norm' of how a community should be run, while forming a great relationship that will change lives for the better through People Helping People. Sincerely, Mountain Trust, LLC Kevin & Tori DeRonde 284 Housing FYI I CDBG Funding Request Project Name: Teen Transitional Housing (United Action for Youth) Type of Project (check one): 0 Homeownership 0 Rental OXRehabilitation 1. Lead Applicant Name: United Action for Youth . Signature (please use blue ink): ; J4 Applicant Address: P.O. Box 892,` 10 Iowa Avenue, Iowa City, IA 52244-0892 Contact Person: Jim Swaim Title: Executive Director Phone Number: 319-338-7518 Fax Number: 319-337-7999 E-mail Address: jimswaim@unitedactionforyouth.org DUNS Number: 615965357 2. Secondary Applicant (if applicable): Signature (please use blue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): 0 Community Housing Development Organization 0 Private for -profit, individual or partnership applicant 4. Amount of CDBG Funds Requested: $800,000 J 0XPrivate non-profit organization 0 Public Organization 285 Housing FY11 CDBG UAY Funding Request 5. Did you attend the Applicant Workshop? Not Applicable 6. Provide a brief description of the proposed project & complete the table below. United Action for Youth (UAY) is proposing to acquire a 6-8 unit apartment/multi family dwelling to be used by teens and teen parents that are enrolled in UAY's Teen Parent Program and Transitional Living Program for older homeless youth. (*Please note: UAY's Teen Parent Program and Transitional Living Program include young adults up to age 21. Throughout this application that age group is included with reference to the population served.) Total NumTeer VUnits Proposed.- 6-$ depending on total cost Type of Units: Number of Units: Single Room Occupancy Efficiency 1 - Bedroom 2 - Bedroom 6-8 3 - Bedroom 4+ Bedrooms 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, and/or other market studies that identifies the need for this type of housing in Iowa City and how it will fill a gap in the City's housing market. The December 2007 Housing Market Analysis cites "the student rental market is very lucrative. Leases... include a per -bedroom monthly rent which greatly exceeds what a working family with children could afford to pay." It also states that "Street" rents are higher than HUD fair market rents, a disincentive for landlords to participate in the Section 8 Housing Choice Voucher Program (p 94). UAY teen clients have experienced the impact of these market barriers and consistently struggle to find adequate housing. This is especially true for youth participating in UAY's Teen Parent Program and Transitional Living Program (TLP). The UAY TLP program has operated for several years providing services and supportive housing to older homeless teens, primarily teen mothers. UAY devotes approximately 25% of its $200,000 annual TLP grant to renting a cluster site and a few scattered single sites for youth in the program and that cost has risen consistently and is expected to continue to rise. If UAY acquired and owned a building with 6-8 apartments, it could redirect TLP grant funds to other supportive services such as family support workers, enhanced child care, and enhanced job skills development on behalf of teen clients in the program. The CITY STEPS Five Year Strategic plan notes that: "small families, specifically renters, experience the greatest degree of housing problems." Existing affordable housing demands exceeds projected demand. The plan also notes that "with more 'new homeless' being created during the recession, it is critical that efforts be made to assist them in maintaining their current housing, and not increase the number of homeless in Iowa City. (CITY STEPS p. 37) These needs are especially acute for pregnant and parenting teens and older homeless youth ages 17 to 21. The 2010 Community Assessment conducted by United Way notes that 2.2% of Johnson County's homeless population are unaccompanied youth under age 18 and that the number 2 community issue that most affects quality of life in the county is inadequate/unaffordable housing. This is especially true for pregnant and parenting teens served by UAY. Last year (FY10) of the 94 families served in the Teen Parent Program, 29 were homeless at some point during the year (31%). For the last several years, UAY clients have consistently sought Section 8 housing vouchers to assist them in securing affordable housing. Because of the high demand for this support these young people and families are not able to access the support in a timely manner. We generally have teen parents that are awaiting this help. Housing FY11 CDBG UAY Funding Request The community focus groups discussions that were part of the strategic plan noted that there is a need for emergency housing for teen mothers who cannot go to Shelter House. Over the last seven years the UAY Transitional Living Program (TLP) provided supportive housing to 49 teen parents and older teens who were homeless. The numbers served each year range from 7 to 14 teens and older youth, not including the infants and small children in their households. Since July of this year at least 7 teens have been turned away from our program due to lack of supportive housing. The Transitional Living Program at UAY provides safe and stable housing for homeless young people in Johnson County. TLP is not emergency housing or a homeless shelter for teens. Prospective participants must complete an outreach phase prior to moving into an apartment. Youth are eligible for residential housing assistance for a maximum of 21 months. While in the program youth receive support and education on how to successfully maintain a household, budget their finances and work toward self-sufficiency. In the six-month report for the Transitional Living Program that ended August of 2010, the UAY TLP received 31 referrals in the reporting period. 24 pre -placement interviews were completed of which 18 youth received pre - placement and/or outreach services. 7 youth and 4 children of teen parents (total of 11) received residential services. Six youth served were African American and 1 Caucasian ranging in age from 17-21 years. 100% of exiting youth received some level of after care services. 100% of exiting youth participated in a service learning activity during their stay. The average length of stay for those exiting this program period was 352 days. 100% of residential youth were enrolled in an educational program, 57% enrolled in community college while in the TLP. 100% avoided a pregnancy or subsequent birth while in the program and 100% had a medical home. The objective of this CDBG project is to provide a safe and stable, suitable living environment to parenting teens and homeless youth who are trying to be good parents and live on their own in the community. The UAY Transitional Living Program has several program components that relate to teaching young people skills to live independently, promote their involvement in continuing their education, finding work and being able to continue working, and contributing their skills and talents in a healthy way to the community. Without a supportive living environment, the ability of each teen in the program to work on their skills and continue their education is severely limited. Those youth without supportive housing are often managing multiple crises and their struggles to find a safe shelter or a place to sleep are a major distraction from their skill building and learning goals. They are also more likely to have greater health demands. This project would not only impact the annual costs UAY incurs to pay rents on behalf of youth in its Teen Parent and Transitional Living Programs, it would also expand the capacity above the current 10 bedrooms to at least 12 bedrooms. In the past two years UAY has seen an increase demand to assist youth who in prior years may have been served by the Iowa child welfare system. Older youth aging out of the foster care system have lost several resources in this area during that time. The "Supportive Apartment Living" (SAL) program (previously known as the Independent Living Program) has reduced over twenty units in eastern Iowa in the past two years. UAY is working with the Iowa Department of Human Services to explore providing Supportive Apartment Living services to eligible youth in our community. The re-imbursement rate for those services is such that UAY could not provide the services unless it has living units of its own that would not require additional rents. In the first quarter of this fiscal year, UAY has had several referrals from juvenile court, the county attorney, child welfare workers, and providers from around the state asking if there are any openings in UAY's program. This information underscores the need to expand UAY's current capacity for supportive housing for teen parents and other older homeless youth. The acquisition of safe and suitable housing for teen parents and homeless youth who are trying to make a transition to living on their own will improve the outcomes for the participants in the UAY Teen Parent Program and Transitional Living Program. Owning these units will free up other UAY grant resources to enhance the support services these teens need to become healthy and productive adults. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. On page 37 of the CITY STEPS Five-year Plan one of the priority housing needs is to assist persons and families at risk for homelessness to find and maintain housing. This is indicated as a High need. Priority Need Priority Need Level (High, Medium or Low) 287 Housing FY11 CDBG UAY Funding Request 9. Please provide the requested loan terms and affordability period: Loan Affordability Principal Interest Amortization Period Yearly Amount Rate (Years) (Years) Payment Terms $800,000 0 n/a 0 Requested* *Financing terms will be based on project feasibility and the ability to repay the loan. Terms approved by City Council may be different than what is requested. 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question #16, Project Timetable. Funding Source & Type. of Funding Interest Funds: Amount Rate Amortization Term Committed? Iowa City CDBG Funding $800,000 n/a n/a n/a OYes OXNo (public) State of Iowa HOME or $ OYes ONo CDBG (public) IFA — Low Income Housing $ OYes ONo Tax Credits (private) Bank Loan (private) $ OYes ONo Volunteer Labor and/or In- $ OYes ONo kind Donations (private) Applicant Contribution of $ Oyes ONo Equity (private) Other Public Resources (please list) $ OYes ONo Other Private Resources (please list) $ Oyes ONo TOTAL $800,000 288 Housing FYI I CDBG UAY Funding Request 10b. Please provide the uses of funds for the project. 11. Uses of Funds Amount Acquisition: Building Acquisition (includes land) $750,000 Land Acquisition $ Site Improvements $50,000 Construction $ Professional Fees $ in -kind Construction Finance $ Permanent Finance $ Developer Fee $ Reserves $ Other (please specify): $ TOTAL (Must equal TOTAL in 1Oa.) $800,000 Amount of Private Funds $ 0 (a) Amount of Public Funds $ 800,000 (b) Total Project Funding $ 800,000 (c) a + b Number of bedrooms 12-16 (d) Total public cost per bedroom $66,670 to $50,000 (e) b _ d Total Cost Per Unit $133,335 to $100,000_ (f) c - # Units 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 (movers -cleaning) _100_ hours x $10 per hour = $1,000 Skilled labor (real 40_ hours x $100 per hour = $4,000 estate/appraisal) Skilled labor (_architect ) 30_ hours x $_100 per hour = $3,000_ Skilled labor (Trades ) 60_ hours x $_50_per hour = $3,000 Total (include in 10 a.) $11,000 UAY will rely on the volunteer time of local real estate and appraisal persons who are past board members, as well as an architect currently on the UAY board and an architect who donated all of his services in designing and providing drawings for each of the current UAY properties on Iowa Avenue (including the Youth Center). 289 Housing FY11 CDBG UAY Funding Request Depending on the work needed to adapt a purchased property, UAY may utilize some volunteers to assist in modifying the units, but has included funds to pay for services as well. UAY will also utilize volunteers to assist UAY clients in moving into the units after they are available. 12. Please identify any identity of interest (I01) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. None. UAY has provided a letter of support to another applicant for CDBG funds responding to this request for proposals. ISIS Investments, LLC and Salome Raheim have proposed adding permanent housing resources, some of which would be directed at teens and older youth in UAY's program, and enhance the chances that UAY youth completing the Transitional Living Program could secure permanent housing. 13. Does the proposed project pay full property taxes? O Yes O X No If YES, what is the estimated value of taxes generated from this Project? $ If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? OYes XO No If yes, what is the percent of full taxes paid? % and amount paid is $ 14. If partial funds are awarded, will the project/program continue? XO Yes O No If yes, at what level? The project would not continue unless funds were adequate to acquire at least four apartments. 15. 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. Not Applicable. 16. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity : July 1, 2011 work with area realtors to identify suitable property, estimate rehab costs August 1- September 30 2011 Prepare purchase offer in consultation with city staff, UAY Board _October 1- November 15, 2011 Modify and rehab facility as needed to suit needs of teen parent families__ _December 1, 20 Move TLP and Teen Parent clients into facility as appropriate 290 Housing FY11 CDBG UAY Funding Request 17. 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). This project will help meet the goal of providing housing for lower income persons without the use of Section 8 rental assistance. It will provide supportive transitional housing to teen parents and other older homeless youth who will benefit from expanded supportive services that assist them in developing skills that help them become independent and self-sufficient community members. 18. 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 permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner -occupied housing units lower than those in the existing market. This project will allow UAY to direct grant funds intended for teen parents and older homeless youth that currently pay rents for supportive housing to instead expand services that provide teens with additional and enhanced support services that assist them in building skills needed to live independently and raise their children in a healthy way. These services increase the chances that the youth served will be able to secure adequate employment that can support their efforts to find affordable housing on a permanent basis. Reminder: Rental housing projects MUST complete and submit the proforma (excel format) provided by the City with this application. Rental housing applications submitted without the City's proforma will not be considered. 19. 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. The target population for this project is low-income teen parents and homeless youth ages 17-21 who participate in UAY's Teen Parent and Transitional Living Programs. The project will promote diversity in whatever neighborhood is chosen by involving very young families in the life of the community. All of the teen participants in the program are involved in service learning projects and it is expected that one or more of those projects would connect the teens to other neighbors in their community. Census data and school enrollment data indicate that of the 131,000 people living in Johnson County, 25,284 are under age 18. The United Way Community Assessment estimates 863 children between the ages of 12 and 17 are living in poverty, and 6,6% of Johnson County families are living in poverty. The poverty rate for children in Johnson County increased by 40% since the 2000 Census and is now at 12.1%. Family structure/employment data indicates that 20% of families are single parent working families, 4% have neither parent working. A family - supporting wage for a single parent with two children in the Iowa City MSA is $21.78. Jobs for teen parents that pay that wage are almost non-existent in the area. While the school data can be broken down by grade, the Community Assessment indicates that 19,937 children and youth are enrolled in schools and that 30.4% of the Iowa City students qualify for free and reduced lunch. 291 Housing FY11 CDBG UAY Funding Request There is no location selected for this project yet so other information from the Census Tact\Block Group is not available. 20. On the map provided, please show the location of the proposed project. No site has been selected yet for this project. UAY would expect to select a site based on suitability for the teen client needs that factor in accessibility to public transportation, easy access to Kirkwood or high school education and training, convenient location for child care by the teen parents, and proximity to UAY's other services and sites. Site selection would be done in consultation with city staff based on HUD guidelines, current city goals for locating supportive housing, and recommendations from groups such as the homeless coordinating group and other service providers. 21. 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 Number between 31 — 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income 6_ households (a) 4_ households (b) households (d) households (e) households (f) Total 10_ households (g) Percent LMI _100%_ (a+b+c+d) _ g 22. Please select 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.) The primary objective of this project is to provide a suitable living environment for teen parents and older homeless youth served in UAY's Teen Parent Program and Transitional Living Program. The project outcome is to have between 6 and 8 apartment units available to teen clients and their children with each unit having two bedrooms. The project output indicators are to serve between 10 to 12 households annually, at least 75% being teen parent households that include at least one infant/small child Objective: XO Suitable living environment Outcome: XO Availability/accessibility Output Indicator: 0 Persons 0 Decent affordable housing 0 Creating economic opportunities 0 Affordability XO Households 0 Sustainability 0 Housing units Housing 292 FY11 CDBG UAY Funding Request 23. 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 10/29/10) Date All Units Completed FY07 (July 2006 — June 2007) $64,753 $64,753 June 30, 2007 FY08 (July 2007 - June 2008) $33,225 $33,225 June 30, 2008 FY09 (July 2008 - June 2009) $33,225 $33,225 June 30, 2009 FY10 (July 2009 - June 2010) $62,718 $62,718 June 30, 2010 24. 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? XO Yes 0 No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. 25. 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. N/A 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. UAY is a 501(c ) (3) nonprofit community youth service agency governed by a board of directors of interested community volunteers. This project will primarily require staff time from the UAY Executive Director, Jim Swaim; Associate Director, Ginny Naso; Teen Parent Coordinator, Lynette Jacoby; and Business Director, Erin Mullins. The project will be assisted by UAY board members especially its finance committee, treasurer, and board chair. The project will likely also rely on past board members who will assist UAY in locating and evaluating property, as well as past volunteers including the architect (Randy Cram of Bergland And Cram) who designed the Youth Center and UAY building additions funded in the past with CDBG funds. Not related to the overhead of acquiring the proposed property is the staff that will provide services to the teens using the facility. In addition to the Teen Parent Coordinator there are five full time family support workers, a health educator, a childcare worker and a pediatric nurse practitioner (under contract with Mercy Hospital) who provide skill building, counseling, home visits, support groups, advocacy, and other supportive services to teens who are part of the Teen Parent program and Transitional Living Program. These services are coordinated through an Individual Transitional Living plan for each youth that outlines goals that will allow the teen to further their education, find suitable work, learn how to live on their own and mange their own household, and contribute in a positive way to their community. For those who are teen parents the goals include enhancing their parenting skills and promoting the health and well-being of their children. 293 Housing FYI CDBG UAY Funding Request Housing Project Name: 1900 Broadway by Wetherby Condos LLC Type of Project (check one): 0 Homeownership XRental 0Rehabilitation 1. Lead Applicant Name: Signature (please use blue segVT. Braverman, President of Southgate Deve ment Services, L.L.C., as Manager of Wetherby Condos South LLC Address: c/o Southgate Development Services L.L.C., 755 Mormon Trek Boulevard Iowa City, IA 52246 Contact Person: Glenn Siders Title: Vice President — Development Southgate Development Services, L.L.C. Phone Number (319) 337-4195 Fax Number: (319) 337-9823 E-mail Address: gsiders@sgdev.net DUNS Number: 014290201 2. Secondary Applicant (if applicable): Not Applicable 3. Type of Applicant (check one): X Private for -profit, individual or partnership applicant 4. Amount of CDBG Funds Requested: One Million Two Hundred Thousand Dollars ($1,200,000) 5. Did you attend the Applicant Workshop? Not Applicable 6. Provide a brief description of the proposed project & complete the table below. The proposed project is to acquire up to 48 two -bedroom units in the 1900 Broadway complex, and to rehabilitate those units along with the 60 units the applicant already owns. A portion of the funds requested would be used for acquisition costs, with the balance for rehabilitation of the units and the grounds. Total Number of Units Proposed: Up to 108 no fewer than 84 Type of Units: Number of Units: Single Room Occupancy Efficiency 1 - Bedroom 2 - Bedroom Up to 108 no fewer than 84 3 - Bedroom 4+ Bedrooms 294 Housing FYI CDBG Funding Request 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, and/or other market studies that identifies the need for this type of housing in Iowa City and how it will fill a gap in the City's housing market. 1900 Broadway is a 30-year old, 108-unit complex of two -bedroom units in three buildings located at 1956, 1958 and 1960 Broadway. Over 98% of the units are rentals. Ownership of the units is as follows: Vethe-rby Condos SouthLLC(and-its affiliates) -- 62- units - ---- -- — --- --- HACAP 9 units Owner -occupied 2 units Other corporate and individual landlords 35 units. The applicant, Wetherby Condos South LLC, has entered into contracts to purchase 24 additional units, including two units which are in receivership because of the owner's persistent failure to pay dues to the 1900 Broadway Homeowners Association. That will bring the total units owned by Wetherby Condos South LLC and its affiliates to 84. We have made offers to purchase all of the other units. While some owners have turned down the offer, negotiations continue with others. We stand ready to buy all of the units, provided we can reach agreements with all of the other owners. We plan to spend approximately $1,512,000 for interior renovations, which will include: New bathrooms New kitchens (including energy -efficient appliances) New carpet New paint (we will test for lead paint, but do not expect to find it; if we do, we will remediate appropriately) New unit doors, bedroom and closet doors New fire doors, hallway repairs and renovations In -unit washers and dryers in many of the units. The following improvements will be made to the exterior of the 1900 Broadway complex, at an approximate cost of $648,000: Mansards will be removed and replaced with new lap siding New windows will be installed Old decks will be removed and replaced with small balcony -type decks New sliding glass or French doors will be installed for the new decks Worn, cracked and broken sidewalks will be removed and replaced Masonry dumpster enclosure will be built Privacy fencing will be installed behind the 1958 building and along the north property line Decorative fencing may be installed along Broadway Asphalt drives and parking will be recoated and restriped Tree trimming and other landscaping will improve the grounds Additional security cameras will be installed. We will implement and enforce rules that will require the use of the strict Crime Free Lease Addendum. One of the challenges confronting us in how we approach this plan for renovation and rehabilitation is how to perform the work with a minimum of disruption and dislocation of the residents of the complex. This will certainly be more complicated if we are not able to acquire all of the units in the complex. We plan to temporarily relocate residents in the project as we renovate one twelve-plex at a time. We expect that some tenants may leave because of the inconvenience, and some leases may not be renewed. We expect to see a temporary increase in vacancy during the construction phase of the project. CITY STEPS identifies a clear need for safe, affordable, livable housing to serve the needs of low -to -moderate income residents. While some of the tenants at 1900 Broadway are students, the large two -bedroom units are 295 Housing FYI CDBG Funding Request ideal for family housing. However, while once a viable addition to the neighborhood, the complex has deteriorated substantially over a number of years to the point where the perception is that it no longer provides safe, affordable, livable housing for families or for adults. Private security has been provided for several years, cameras and new security doors have been installed, but concerns about crime continue. Prospective tenants are reluctant to consider living in the complex, often fearing for their safety. Current vacancy rates are a problem, which has led in the past to reluctance on the part of the owners to invest in the units and the complex. Units for sale languished on the market, some for more than a year, as prospective buyers were concerned that the units would remain vacant and are unwilling to invest in the project. Despite the low asking price of many units, there are no buyers interested in becoming owner - occupants. Deterioration of units in the complex and concerns about safety continue to create uncertainty. contend -that -the 1900--Broadway complex-islockedin a cycle of deterioration that will take a concerted effort along with a substantial investment of capital to break. An affiliate of Wetherby Condos South LLC, Kobrin Development Company Inc. (formerly known as Southgate Development Company, Inc.), made just such an effort and investment in the property immediately to the south, now known as The Woodlands. Units were gutted and renovated and the entire property was cleaned up, rehabilitated and improved. Reported crime dropped sharply, occupancy increased and the general perception now is that The Woodlands is a safe, affordable, livable housing complex. While rents increased at The Woodlands following the improvements, it is significant to note that rents remain at $650 to $680 per two -bedroom unit, which (adjusted for utilities) meets the City's CDBG Fair Market Rent standards. We intend to invest funds in excess of $3,500,000 in order to break the cycle of deterioration at the 1900 Broadway complex. This will result in the improvement and preservation of existing affordable housing stock, improve the living environment of the community and help to rehabilitate a deteriorating neighborhood. Wetherby Condos South LLC and Kobrin are committed to a long term investment in the Broadway neighborhood. Kobrin has successfully rehabilitated The Woodlands housing complex. Collectively, Kobrin and its affiliates own an additional 125 residential rental units (and manage 24 more) in the neighborhood just west of Broadway. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. Non -student renter households below 50% of MFI* Priority Need *See note in section 21 below. 9. Please provide the requested loan terms and affordability period: HIGH Priority Need Level (High, Medium or Low) NOTE: We are requesting a grant (not a loan) of $1,200,000 toward the $3,500,000 funds necessary for this project. Terms Requested Loan Affordability Principal Interest Amortization Period Yearly Amount Rate (Years) (Years) Payment $1,200,000 n/a n/a 7 years n/a 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question #16, Project Timetable. Housing FY11 CDBG Funding Request Funding Source & Type of Funding Interest Funds: Amount Rate Amortization Term Committed? Iowa City CDBG Funding $1,200,000 grant n/a n/a n/a QYes XNo (public) State of Iowa HOME or $0 OYes ONo CDBG (public) IFA — Low Income Housing $0 OYes ONo Tax Credits (private) Bank Loan (private) $3,438,585 QYes XNo Volunteer Labor and/or In- $0 ()Yes ONo kind Donations (private) Applicant Contribution of $1,146,195 XYes ONo Equity (private) Other Public Resources (please list) $ ()Yes ONo Other Private Resources (please list) QYes ONo TOTAL $5,784,780 10b. Please provide the uses of funds for the project. Uses of Funds Amount Acquisition: Building Acquisition $3,603,780 Land Acquisition (included above) $ Site Improvements $ 98,500 Construction $2,065,500 Professional Fees $ 12,000 Construction Finance $0 Permanent Finance $0 Developer Fee $0 Reserves $ 5,000 Other (please specify): $ TOTAL (Must equal TOTAL in 10a.) 1 $5,784,780 297 Housing FYI I CDBG Funding Request Amount of Private Funds Amount of Public Funds $4,584,780 $1,200,000 Total Project Funding $5,784,780 Number of bedrooms 216 Total public cost per bedroom $5,556 Total Cost Per Unit $53,563 (a) (b) (c) a + b (d) (e) b _ d (f) c _ # Units-_- 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. Not applicable. 12. Please identify any identity of interest (I01) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. The general contractor, Southgate Construction, is under common ownership with the applicant. 13. Does the proposed project pay full property taxes? X Yes (as to 91%) ONo If YES, what is the estimated value of taxes generated from this Project? Currently, 9 units are held by HACAP, which does not pay property taxes. The estimated value of property taxes generated from this Project, if 100% privately held, is $79,000 prior to renovation and $110,000 after renovation. 14. If partial funds are awarded, will the project/program continue? O Yes X No If yes, at what level? Without a full award of funds, we would not be able to complete the project as an affordable housing project. We would proceed with the planned renovation and rehabilitation, but on a dramatically scaled back basis, with higher rents. What we would be able to accomplish, how quickly we could accomplish it, and whether any of the units would be affordable, would be determined by funding levels from our private sector lender(s). 15. 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. Not Applicable. 16. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: See attached construction schedule for dates and activities. Note that the schedule presumes a start date of January 1, 2011. Note that the schedule will be adjusted depending on the actual start date. It will be further adjusted if we are not able to acquire all 108 units. 17. 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). 298 Housing FY11 CDBG Funding Request With additional acquisitions by Wetherby Condos South LLC, significant renovation and rehabilitation and a change in the perception of the 1900 Broadway complex, this project will have the net effect of returning as many as 108 existing two -bedroom units to the City's safe, affordable, livable housing stock. 18. 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 permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner -occupied housing units lower than those in the existing market. With the assistance of the CDBG funds, it is our expectation that the rental rates for the 1900 Broadway units owned by Wetherby Condos South LLC will remain affordable — that is, at or below Iowa City's Fair Market Rent for a two -bedroom unit — for a minimum of seven years. We also expect that the rental rates for those units w[l] remain below the rental rates for the other units we own or manage in the surrounding neighborhood See attached Proforma (excel format) provided by the City. 19. 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. The target population of low to moderate income households is already well represented in the area and at the property. This project will preserve the property and enhance its attractiveness as a locale for those individuals and families seeking affordable, appealing, conveniently located, spacious two bedroom units. 20. On the map provided, please show the location of the proposed project. See attached map. 21. 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 Number between 31 — 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income households (a) households (b) 65* households (d) 43 households (e) households (f) Total 108 households (g) Percent LMI 60910 (a+b+c+d) _ g *Although 65 households are listed at 51-80% of median income, we expect some number to be in the range of 31-50%. We do not yet know how many households would be below 50% median income, so we cannot commit to a set number below 50%. 22. Please select 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.) 299 Housing FY11 CDBG Funding Request Objective: 0 Suitable living environment X Decent affordable housing 0 Creating economic opportunities Outcome: 0 Availability/accessibility Output Indicator: 0 Persons X Affordability X Households 0 Sustainability 0 Housing units 23. 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 10/29/10) Date All Units Completed FY07 (July 2006 — June 2007) $0 $ FY08 (July 2007 - June 2008) $0 $ FY09 (July 2008 - June 2009) $0 $ FY10 (July 2009 - June 2010) $0 $ 24. 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? X Yes 0 No If NO or a matter is currently in litigation please give the name of the case and explain the basis for the case. 25. 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. In 2008, CDBG funds were allocated for down payment assistance for potential owner -occupied residential properties. Units at 1900 Broadway were made available for this program, but financial institutions informed us that potential buyers did not meet their qualifications and no units at 1900 Broadway were sold. Wetherby Condos South LLC is well situated to undertake and complete this project within the timetable and budget set forth. Kobrin Development Company Inc., formerly known as Southgate Development Company, Inc., was founded in 1962 and has owned, developed, built and managed commercial and residential property in and around Iowa City since then. Kobrin has also successfully renovated and rehabilitated The Woodlands, directly to the south of this project. 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. We have no overhead allocated to this project. 300 Housing FY11 CDBG Funding Request _ N a` o a Y O O O Ln N N 0 o 0 O o O O 'n 0 m O W O O O O O O H LL N � N i � y O. 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C. 69 0 o /V 7 m O N O O O o O O O o O w 'AM O o O O O O O N O O t0 O o N O O �O lA N_ N O O Lo O �O O O o O O o O O M O O O O O w O fA O 6% oLL O 9 w, W 69 M lA i9 N Vi 69 N� 69 69 fA fA 69 w 6% N N Mbq e' v wV ^W^ /i U)/V� M N OI N O � A/ 'a N O C cc LL N C c O (D > 7 W U) rn t p 0 d U7 U m W - O 12 U7 ml Ol N O O O NN U E N U) c s a U) C N C C C U7 C Q7 y Z' {Y�,7 N O C 'OC 7 LL U N LL = C U LL g E Y o$ c O °e U) o o & a S U U O) C C N > ^ m O 'D WO > O m > O N C > O spa U U O '� O CI LL C J co 7 __ _. _._._ __. _ _ L _. __-i. v° __. E U) CX _N_— ar __ a3i 'o p.._ V c .O E __y_-Ur. 9 E N_. t o __w— u° E _. N C a 3 E .m 3 c7FU Q ¢ o m 0 C H ._. cn U U LL' Z LL' ¢ � � J W Z LL d Z U 0. O � O o 0 O 0 o 0 o 0 o 0 o 0 o 0 o 0 o 0 o 0 o 0 O 0 o 0 o 0 o 0 0 0 o 0 o 0 o 0 O 0 o 0 o 0 o N o o N � E 0 6 O O N N N h N N O t0 uO N N t` v1 O O N 'O M M N O Ln n V7 N m N M O M .- V •- N M M o C w 0 U O O V O o �O �O n N N o o �O l0 V1 �O n N N O aD h h M M N 'O .� 7 l0 c- h w N o N M O M '- 7 M M M 0 N O� 02 3 : o 0 0 0 0 0 0 0 0 a O 0. S o O 0 O 0 0 O 0 0 0 0 0 0 0 0 0 0 'oo wo UJ .- Q1 O aD .- t` O N N N N m a a a a Q a a a a a a a a a a a a a¢ a a a a a N a. a- O 302 Broadway Condominiums Remodel Project Start 04-Jan-11 Report Date 29-Oct-10 07:17 Project Finish 29-Feb-12 Data Date 04-Jan-11 SR-29 Monthly Cash Flow and Performance Month Orig Dur Rem Dur Budget Earned Early Start Early Finish Late Start Late Finish Total Float 01-Mar-I1 60 60 $22,000.00 $0.00 04-Jan-11 28-Mar-11 04-Jan-11 28-Mar-11 0 01-Apr-I1 7 7 $6,000.00 $0.00 29-Mar-11 06-Apr-11 27-Dec-11 04-Jan-12 195 01-May-11 25 25 $30,000.00 $0.00 07-Apr-11 11-May-11 05-Jan-12 08-Feb-12 195 01-Jun-I1 65 65 $50,000.00 $0.00 29-Mar-11 27-Jun-11 28-Jun-11 26-Sep-11 65 01-Jul-11 85 85 $155,000.00 $0.00 29-Mar-11 25-Ju1-11 29-Mar-11 25-Ju1-11 0 01-Aug-11 45 45 $62,500.00 $0.00 28-Jun-11 29-Aug-11 27-Sep-11 30-Jan-12 110 01-Sep-I1 35 35 $54,500.00 $0.00 09-Aug-11 26-Sep-11 08-Nov-11 20-Feb-12 105 01-Oct-11 107 107 $250,000.00 $0.00 31-May-11 26-Oct-11 11-Oct-11 20-Feb-12 83 01-Nov-11 47 47 $95,000.00 $0.00 27-Sep-11 30-Nov-11 27-Dec-11 29-Feb-12 65 01-Dec-I1 95 95 $250,000.00 $0.00 26-Ju1-11 05-Dec-11 26-Jul-11 05-Dec-11 0 01-Jan-12 65 65 $850,000.00 $0.00 25-0ct-11 23-Jan-12 25-Oct-11 23-Jan-12 0 01-Feb-I2 42 42 $356,000.00 $0.00 03-Jan-12 29-Feb-12 03-Jan-12 29-Feb-12 0 Total 302 302 62,181,000.00 $0.00 04-Jan-11 29-Feb-12 04-Jan-11 29-Feb-I2 0 0 Primavera Systems, Inc. 303 304 N N (WO �N[I m N r O N m 0 N T O C O O N V m, I � N i9 lA 19 f9 W t9 Ui di' F9 W f9 Ifl M F9 W " �.. 19 f9 f9 N N m M M r m O M W N m N O O N N V r W O W m m O r m V O - m N m m C m N ine M N O m N W f9 lA W W m f!i �• i9 lA f9 W W. fA 19 � f9 O Q O O N N N W W V T M N m N O �+j� j M m WW m N ml r m T m O O N oi NI.i V QT 0. �. �. 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