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02-27-2013 Housing and Community Development Commission
AGENDA HOUSING AND COMMUNITY DEVELOPMENT COMMISSION CITY HALL, EMMA HARVAT HALL 410 E. WASHINGTON ST., IOWA CITY WEDNESDAY, FEBRUARY 27, 2013 6:30 P.M. 1. Call Meeting to Order 2. Approval of the January 3 & 17, 2013 Minutes 3. Public Comment of Items Not on the Agenda 4. Staff/Commission Comment 5. Monitoring Reports • MECCA —Security Improvements (Dragoo) • Habitat for Humanity — Acquisition and Rehab. (Dragoo) • Neighborhood Centers of JC —Aid to Agencies (Zimmermann Smith) 6. Discussion Regarding Applications for FY14 Community Development Block Grant (CDBG) and HOME Investment Partnerships Program (HOME) Funding - Question/Answer Session 7. Adjourn r FY14 CDBG/HOME APPLICATIONS TABLE OF COIAM CITY OF IOWA CITY Requested Page Housing Amount Number CHARM Homes LLC - Rental Housing $61,650 1 City of Iowa City — Owner -occupied Rehabilitation $300,000 15 Iowa Valley Habitat for Humanity - Homeownership $150,000 25 The Housing Fellowship — CHDO Operating Expenses $23,250 34 3 Diamond Development — Rental Housing $450,000 44 Housing Total $984,900 Public Facilities City of Iowa City - Downtown Facade Improvements $50,000 61 Crisis Center of Johnson County - Facility Rehabilitation $120,000 70 Iowa City Free Medical & Dental Clinic — Facility Rehabilitation $85,371 77 Mayor's Youth Empowerment Program — Facility Rehabilitation $114,270 87 MECCA — Facility Rehabilitation $59,645 95 Neighborhood Centers of JC — Playground Improvements $55,000 103 Sudanese American Community Services - Property Acquisition $50,000 109 Public Facilities Total $534,286 TOTAL REQUESTED: $1,519,186 Housing Project Name: CHARM Homes L.L.0 Type of Project (check one): O Homeownership 0 Rental OTenant Based Rent Asst. O Rehabilitation (Rental and Rental Rehabilitation projects require the completion of rental housing pro forma) 1. Lead Applicant Name: CHARMHOMESL.L.C. Signature (please use blue ink): emailed application by deadline and received email confirmation Applicant Address: 1156 5 1x AVE Suite B Iowa City, IA 52240 Contact Person: Bruce Teague Title: Executive Director Phone Number: 319-337-8922 Fax Number: 319-354-1508 E-mail Address: brace.tague@caringhandsandmore.com DUNS Number: 184864408 2. Secondary Applicant (if appllca Signature (please use blue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): V L� JAN 18 2m O Community Housing Development Organization O Private non-profit organization 0 Private for -profit, individual or partnership applicant O Public Organization 4. Amount of HOME/CDBG Funds Requested: $61,650 5. Did you attend the Applicant Workshop? ONO # YES - Please indicate date attended: O 12/19/12 or * 1/8/13 Housing 1 FYI CDBG/HOME Funding Request 6. Provide a brief description of the proposed project & complete the table below. CHARM HOMES LLC is proposing to purchase 2 properties containing 4 units each which in turn will be utilized as rental units for our targeted group. Funding provided from this grant will allow CHARM HOMES LLC to meet the down payment requirements needed to procure loans to purchase said properties. We also meet The National Objectives because our properties will be affordable and within their fiscal structures. Total Number of Units Proposed: 8 Type of Units: Number of Units: Single Room Occupancy 8 Efficiency 1 - Bedroom 2 - Bedroom 3 - Bedroom 4+ Bedrooms 7a. Based on the City of Iowa City HOME Projects Market Analysis Policy for New Rental Construction, Rental Rehab. & Acquisition of Existing Homes (rental), or New Owner -Occupied Home Construction & Acquisition of Existing Homes (owner -occupied), please identify the relevant market factors that will assist the City in verifying the demand for the proposed housing. If the project is large and/or complicated, the City may require a Market Analysis to support the project before entering a legally binding agreement for funds. This policy is not applicable to projects requesting funds for tenant based rental assistance, homeowner rehabilitation, downpayment assistance and CHDO operating expenses. 1) Number of units for rent, rental prices, and change in rental prices over the last 2 years: Iowa City has seen an increase in the need for units for rent and the rental prices over the past 2 years. From Cook's Appraisal: Zone 2-3 bedroom average rent: $976, vacancy rate:0.01%, change in rental price over the last two years: increase of 8.57%. Thus the need for affordable spaces is highly needed. We meet the National Objectives because our properties will be affordable and within their fiscal structures. 2) Sections 8 Waiting List: 2012 Annual Report as of 2/29/2012 there are 437 residents (verified residency) on the Iowa city Housing Authority waiting list. An additional 3,412 applicants are on the list, but are either non- residents, single non elderly or non -disabled families. So there's a huge need within our community for housing to have available housing that would receive individuals with Section 8 assistance, 3) Special Housing Needs — (transitional Housing for families — HACAP's clientele - Waiting list for similar housing targeted clientele (persons with disabilities, chronic mental illness, elderly, substance abuse, etc.) The Olmstead Act requires elders and persons with disabilities to be served in the community when appropriate supports could be provided. Money Follows The Person (MFP) is a part of a federal grant that's working to get persons in institutions back into the community. They've placed over 200 back into the community and they have a need and a state and federal mandate to place more but there is a shortage of community housing options that provides supportive services which would be required for these individuals. - Existing inventory for the housing targeted: In the study reported through the CITY STEPS it was determined to be a total of 2,206 existing housing units but only a small portion was feasible to accommodate and have support services for elders and persons with disabilities. 4) Priority Housing and Supportive Services Needs of persons who are not homeless but require supportive Housing: is a part of the CITY STEPS and is a priority to provide and serve the special needs of elders and persons with disabilities. The City priorities include: continue to support activities that provide the elderly and frail elderly with benefits counseling, care coordination, transportation, and other services; increase the supply of affordable accessible housing; and continue to support activities that provide persons with disabilities with the resources necessary or make improvements to their homes. 7b. How will this project meet the needs identified in the 2011-2015 CITY STEPS (www.icgov.or /actionplan) This project addresses the need of increasing the availability of affordable housing, Housing 2 FY14 CDBG/HOME Funding Request reducing discriminatory barriers and increasing the supply of supportive housing for those with special needs (i.e. the elderly population and those with disabilities) as stated in the City's action plan. CHARM HOMES LLC will rent solely to this targeted group and its strategic alliance with Home & Community Based Services (HCBS) Supportive Community Living (SCL) Providers will allow us to provide assistance to these individuals at no additional cost. We also meet The National Objectives because our properties will be affordable and within their fiscal structures. 7c. Will this project address the established priorities in the City's Strategic Plan? Please identify the priority(s). (www_icgov.org/strategic Ilan) 1) A Stronger and Sustainable Financial Foundation — CHARM Homes L.L.C. will pay property taxes and these funds provided through the HOME FUND to CHARM is revolving and will essentially return to the City as these funds are a loan and not a grant to us. 2) Neighborhood Stabilization & Nuisance Mitigation - - Two of our current locations are on Lakeside Drive which is the South East Side of Iowa City and our properties are well maintained and with the renovations and updates we perform by funding this project the City would be directly investing in the neighborhood stabilization as we would be deemed as a long-term asset within the neighborhood. The council strategic plan stated: "a strong desire to stabilize the neighborhoods which would include the review and analysis of the City's policies, programs, communication and capital investment decisions that directly shape and influence a neighborhoods character and livelihood. Such a strategy should recognize the importance of maintaining a neighborhoods character while also creating an environment that facilitates complementary development opportunities." Also, nuisance mitigation is virtually a none issue within our properties because it will be staffed with Home & Community Based Services (HCBS) Supportive Community Living (SCL)Providers when individuals are home. 1) Economic Development - under the City's identified "Other Economic Development Efforts" it's noted "staff is working on various other initiatives aimed at assisting economic development efforts and streamlining other processes impacting businesses in the community". Funding this project impacts both CHARM Homes as they will be able to purchase the location, Home & Community Based Services (HCBS) Supportive Community Living (SCL) Providers as they will provide direct services to these 8 individuals that occupy the units and their paid staff serving these is to be 10 Full Time staff with benefit including medical and dental and 11 Part Time staff. Additionally having individuals in a home setting is less costly to Medicaid and Johnson County Mental Health and Disability Services which directly funds the care of these individuals. B. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. Housing Needs -Non Student renter households up to 50% of wjr High PRIORITY 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 $61,650 0% 10 years Deferred $1000 per year Requested* 10yr:$1000 10 after 10years. yrs and balloon end of 20 yrs Then balloon of balance. *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 CDBG/HOME 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 #15, Project Timetable. Funding Source &Type of Funding Interest Funds: Amount Rate Amortization Term Committed? *Yes ONo Iowa City CDBG or HOME $61,650 Funding (public) OYes ONo State of Iowa HOME or $ CDBG (public) IFA — Low Income Housing $ OYes ONo Tax Credits (public) Yes ONo *Yes ONo Bank Loan (private) $329,700 Applicant Contribution of $40,350 Equity (private) Other Public Resources (please list) $ OYes ONo Other Private Resources (please list) $ OYes ONo TOTAL $431,700 10b. Please Drovide the uses of funds for the Droiect. Uses of Funds Amount Acquisition: Building Acquisition $411,900 Land Acquisition $ Site Improvements $19,800.00 Construction $ Professional Fees $ Construction Finance $ $ _ Permanent Finance Developer Fee $ $ Reserves Other (please specify): $ TOTAL (Must equal TOTAL in 10a.) $431,700 Amount of Private Funds $370,050 Amount of Public Funds $61,650 Total Project Funding $431,700.00 (a) (b) (c) a4-b Housing 4 FY14 CDBG/HOME Funding Request Number of bedrooms Total Cost Per Unit 8 (d) $53,962,50 (e) c.- # Units loc. What percentage of the proposed budget will be made up of private funds? 86 % 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 $ 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. No I01 relationships exist. The purpose of this project is to provide affordable housing to our targeted group. Profits derived from this project would be utilized by reinvesting in future projects of the same scope, thus ensuring our growing targeted group has affordable housing down the road. 13. Describe what efforts have been taken to secure private or other public funding. Bruce Teague spoke with West bank representative Lynn Rowat in regards to our plan to purchase affordable rental units aimed at our targeted group. Upon reviewing our financial plan Lynn Rowat gave verbal approval of West Bank financial support for this project. CHARM HOMES LLC has an established relationship with West Bank in that they have funded similar projects in the past and we are certain of their continued commitment in the future. 14. Program regulations require a 25% match for HOME funding. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. Local HOME funds requested: $ 82,200 x .25 = $ 20,550 Local Match 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). 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 August 15, 2013 I Property I identified for purchase September 15, 2013 I Anticipated closing date Property I Housing b FY14 CDSG/HOME Funding Request October 15, 2013 Completion of 30day time frame for any needed rehab required for location November 15, 2013 Property I — anticipate 4 units leased February 15, March 15, 2013 April 15, Property II Anticipated closing date Property II time May 15, 2014 I Property II — anticipate any remaining project units required for location 16. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). The purpose of our project is the acquisition of high quality residential properties within the Iowa City community. Upon purchase these properties may require weatherization, painting, comprehensive rehabilitation and accessibility improvements for our targeted population of frail elderly and persons with disabilities. These preservations would result in the expansion of affordable housing for this targeted group in Iowa City. The rental cost per unit would be below market rental rates thus fulfilling the purpose of our project. These rental units would provide an affordable housing alternative to our targeted group outside rehabilitation and assisted living facilities. 17. To help promote the efficient use of federal, state and local funding please describe how the project will maintain long-term (in excess of CDBG\HOME program requirements) or 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 supports unmet needs statements issued by the Iowa Department of Human Services, City of Iowa - CITY STEPS, The University of Iowa Center for Excellence on Disabilities, Heritage Area Agency on Aging & Disabilities, The Iowa Administration on Aging, and the Older Americans Act, all of which have language pertaining to "the need for affordable community living options outside of institutions for older individuals and persons with disabilities who have the greatest economic need (with particular attention to low-income persons within these groups)." CHARM Homes stands for "Caring Hands & Residential Management." Our primary focus for this project is to provide long term options allowing individuals to remain in their homes as opposed to being essentially forced into care facilities due to lack of monetary means. CHARM Homes strives to meet the accessibility needs of individuals who have seen barriers to remaining in their homes in the Iowa City community. Prior funding has assisted CHARM HOMES LLC in the purchase of similar housing projects in the Iowa City area which have been met with gratitude and tremendous success. Our desire to meet our renters' need is what allows us to stand out from many rental agencies in the Iowa City area. One person residing in our current rental location is unable to bear any weight or stand and would be forced to live in an institution without a resolution. We meet this need by installing a ceiling attached hoyer lifting device and making this home wheelchair accessible which has enabled this elderly individual to live in this home. Housing 6 FY14 CDBG/HOME Funding Request CHARM Home assists our renters in assessing supportive services in our community to ensure individuals will be able to remain in their home. Individuals in our home use supportive community living providers to assist with their activities of daily living. Two individual in our home has had Iowa City Hospice Services which provided the supports for end of life services. We feel the success of this project would not only provide long-term living options but quality, affordable housing units with supports to enable our targeted group to live successfully in the community. 18. Explain why this project needs and is worthy of the requested public subsidy. Federal, state and local entities have acknowledged on various levels the need and have mandates for projects like ours to exist in order to meet the needs and rights of targeted individuals. Iowa City's Mayor and its City Council and other officials have maintained a commitment to its citizens and we appreciate the opportunity to offer this project to help meet the need of providing rental units to our targeted group. We are worthy of the public subsidy because CHARM Homes doesn't simply rent units. We maintain integrity and compassion and abide by its purpose which is to provide "Caring Hands & Residential Management" and appropriate supports to the renters. We have several associates staffed by CHARM Homes and combined they have more than 30 plus years of working in professional capacities with our targeted groups. Our staff includes long term residents of Iowa City and University of Iowa graduates. Education for the staff includes; Masters of Social Work, Registered Nurse, and Certification in Aging Studies, Certified Nursing Assistants and a BA in Psychology. We are a compassionate group who understand the needs of this targeted group and will be able to successfully deliver rental services to enable individuals to remain in the Iowa City community. 19. If funding is granted for this project, what steps are in place to decrease the likelihood it will require further subsidy in the future? CHARMS Homes is committed to using fiscal profits judiciously to ensure other rental projects such as this could continue. The staff of CHARM Homes' accepts reimbursement for their services at or below market reimbursement for like services and in many cases staff offer services at no cost at all. Home & Community Based Services (HCBS) Supportive Community Living (SCL)Providers through Medicaid Waiver reimbursements has been gracious so far in covering all costs associated with staff reimbursement. With the way this partnership is designed it is expected to continue on a long-term basis due to the dedication on Home & Community Based Services (HCBS) Supportive Community Living (SCL)Providers, Iowa Medicaid and the Iowa provisions of the Olmstead Act part to providing living options for their clients alongside others in the community with similar needs. 20. If partial funds are awarded, will the project/program continue? 0 Yes * No If yes, at what level? If this request was not fully funded our plan of purchasing two new properties will not be feasible as our budget to meet the required down payment for the properties would fall short. It's essential for our project to be awarded these funds in order for it to move forward. Reminder: Rental housing (including rental rehabilitation) projects MUST complete and submit the pro forma (excel format) provided by the City with this application. Rental housing applications submitted without the City's pro forma will not be considered. Housing FY14 CDBG/HOME Funding Request 21. 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 and how the project will promote diversity within the neighborhood. CHARM Homes is committed to providing rental units to older individuals and persons with disabilities. The partnership we've developed in the aging and disabilities network and the need for our renting option in itself brings about a diverse clientele. Our partnership with Home & Community Based Services (HCBS) Supportive Community Living (SCL)Providers brings a variety of potential renters to include Elderly, III & Handicapped, Intellectual Disability, Brain Injury and AIDS —HIV individuals 22, Identify the location of the proposed project. Due to our targeted group and the population we serve CHARM HOMES LLC is under no restrictions as to the location of our proposed project as long as we are inside the City of Iowa City. 23. 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 — 60% median income Number between 61 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI 24. Does the proposed project pay full property taxes? * Yes _6 households (a) _2 households (b) households (c) households (d) households (e) households (f) households (g) _100%_ (atb+c+d) = g If YES, what is the estimated value of taxes generated from this Project? $7000 If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? DYes ONo If yes, what is the percent of full taxes paid? %and amount paid is $ 25. Does your project represent an innovative solution to meet the specific need it is intended to satisfy? If so, please explain. Yes, our project creates an innovative solution because our targeted group has support needs that the majority of the population simply does not require. The professional expertise of our Residential Manager fills a niche thus enabling successful transitions into our rental units. Our rental units are unique in meeting not only the needs of scheduled moves but has a committed to meeting urgent immediate rental needs to avoid homelessness and or unnecessary institutional placement. Our unique target group at times may be hospitalized when they realize they can no longer live independently in the community and would require a living environment to accommodate their affordability, accessibility, supportive community living needs. CHARM Homes with its partnership with Home & Community Based Services (HCBS) Supportive Community Living (SCL)Providers and other community supports would be able to rent to these individuals on an emergent basis depending on certain policies and protocols. Housing FY14 CDBG/HOME Funding Request We are providing not only affordable living units but we will be instrumental in creating solutions to support long- term living options. 26. 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: 0 Persons * Decent affordable housing 0 Affordability *Households 0 Creating economic opportunities 0 Sustainability 0 Housing units 27. 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 12/31/12) Completed FY10 (July 2009 — June 2010) $$ $ $ FY11 (July 2010 - June 2011) $ FY12 (July 2011 - June 2012) $ $61,650 $ FY13 (July 2012 - June 2013)* $38,975 In Progress with anticipated date of completion at or around March 15, 2013. *Six months remaining in FY13 at time of this application. 28. 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. 29. Please provide a narrative of the education and experience of the key staff who will be implementing the development project. Staff does not include volunteers, board members and consultants. If utilized, please identify what role a consultant will play in the development of this project. As a hands-on caregiver, service provider, property manager and administrator, Bruce Teague understands the importance of serving individuals holistically. Bruce graduated from West High School in Iowa City, graduated with a bachelor's degree in Psychology from the University of Iowa and a Certificate of Aging Studies in 2001, and obtained his RN degree from Kirkwood Community College in 2002. At 13 years old Bruce aunt battled and later died from cancer and he assisted with Housing 9 FY14 CDBG/HOME Funding Request her cares and keeping her home. This inspired his employment later with Iowa City Hospice and lifetime mission to keep people in the community and out of institutions one person at a time. Bruce spear heads all the CHARM Homes adventures mainly because it's mostly real estate and renovations based and the direct services to individuals within these homes he rely solely on the staff of Caring Hands & More who he knows maintains excellent values and have been empowered to inevitably provide excellent care for clients and their families. Bruce is quite active in the Iowa City community, serving as volunteer for The Spot, a center for at -risk youth in Iowa City, and serving on Iowa's Olmstead Task Force . He remains up-to-date on senior issues through his active participation in the Task Force on Aging, AARP, Johnson County Livable Communities, and Elderly Consortium. He is a member of the Iowa Alliance in Home Care, Iowa Association of Community Providers, Iowa City Chamber of Commerce, and Rotary. 30. Please describe your organization's structure, officers and staff, as it relates to the overhead cost for this project. Bruce Teague — Executive Director /Owner —Oversee business agendas and aspects of keeping the business running according to laws, articles of operations and oversee project goals are achieved. Nikole Lanoue-Merritt— Residential Manager — Oversees the rental agreements and provides support and mentor services to ensure renter's needs are accurately meet. London Williams —Accountant— Manages accounts payable and receivable and oversee all fiscal aspects ensuring fiscal accountability and great stewardship. Advisory Board: Teresa Stecker-RN ; Kelly Lamb —MSW; Ruhl Construction; Barb Faust- Options Counselor - Their primary purpose is to provide a collaborative expertise of knowledge for project location, structural design, rehabilitation construction and most importantly the rental and support needs for our targeted groups. 31. Provide a summary of your organization's portfolio. Include how many rental units you own/manage, how many homes you have built/rehabilitated/sold and what projects are in the pipeline. CHARM Homes LLC currently owns and manages 12 rental units and additionally managing 4 units occupied by 4 Home & Community Based Services (HCBS) (Supportive Community Living SCL) clients. CHARM Homes has renovated every unit in some way including making all CHARM Home owned locations handicap accessible which entails widening doorways, total remodeling of bathrooms to have a zero entry shower, wheel chair accessible sink, ceiling hoyer lift for incapacitated individuals, wheel chair ramps and other accessible accommodations. Projects in the pipeline include: Private Owner - 3 unit - CHARM Homes LLC will manage this property not owned by CHARM Homes but CHARM Home has made an agreement with the owner that allow for renters that would be receiving HCBS SCL support services. Housing 10 FY14 CDBG/HOME Funding Request F 9 r w N w In w x w Fa ry px p M 8 M1 F a a s a S M 8 8- w w w w w x p w x w M x H p w w h h h M hh w n w n VI p p p N p W p x x x w�B x w x w p O a o � ctl y €R I N I m Nld ®t2a N= o V £ 2 6 N v 0 o C y u! o - 2 �, x LI Q- a qq �A v C N p d N �J( ll� l+ �'. N tG O fm n' U (f N t a w m d A a 0>= W o m m o ti 2 0 0 U w U o L r A .-j n M d �• m r co a o � N m a �n <n n ro � a� SL J 11 � I -__ m 0 d i m N N m Q I y m M I 8 8 , y w I ' I I 8 o Ji C aa Q W � � r N U C C Sm• O M a Q a¢ d Q O N Q - C a c o° mm m m o ai o m LL U m 12 N O y Q' N 59 E c aci 51 Gl W u v' '� m u u O G om- �' s ID 2] 9 m R N C7. O H 0> W O =I g g g a K H 2 OO H V w V Ili a� 5 d 8 8 8 81 m m w w r " n m o w m ml in r o ry ro " m n m m m ry O lO it d' 6 _ n m Qi Q 1 m O - O " sry r 8 8 8 I m m m m 'i n ry m m w m w I M w w r i w w r w w m �w 8II m m w w w d O i S M g C I m w m n m " NlI n "I mJ fl 13 y N" LLli N, GCN LEI O V = LL LL S] C R m R t O U N J x -C N LI. 41 W X R N �.� X Ni R N O RI N N! OI N O,I V ❑ Q a � w� x H U UI r U i— VI � O �I z rl �I a^ N } y I O I i w w n mi S 8 S _ 8I 8 I o �) l L, el 01 m I N nl I N } K } cQ M a N � I 14 Housing Project Name: Targeted Nelghborhood Improvement Program Type of Project (check one): O Homeownership O Rental OTenant Based Rent Asst. Rehabilitation (Rental and Rental Rehabilitation pro)ects require the completion of rental housing pro forma) 1. Lead Applicant Name: Iowa Citysingg Re abditati n Ofxe Signature (please use blue ink): Applicant Address: 410 East Washington Street, Iowa City, Iowa 52240 Contact Person: Jeff Vanatter Title: Housing Rehabilitation Specialist Phone Number: 319-356-5128 Fax Number: 319-356-5217 E-mail Address: jeff-vanatter@iowa-city.org DUNS Number, 145 409 996 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 HOME/CDBG Funds Requested: $300,000.00 JAN 1 7 2013 0 Private non-profit organization • Public Organization 5. Did you attend the Applicant Workshop? O NO • YES - Please indicate date attended: 0 12/19/12 or 01/8/13 Housing 15 FY14 CDBG/HOME Funding Request 6. Provide a brief description of the proposed project & complete the table below. Due to the very high level of interest and quick commitment of all funds obtained for this project in the FY13 allocation round, the Iowa City Housing Rehabilitation Office wishes to offer more funding in FY14 than last year. This will enable the Rehab Office to meet the need indicated by the large number of applications received in FY13 that were not able to be funded due to the lack of funds. The goal of this proposed project is to provide a combination of low- and no -interest loans and forgivable loans to homeowners to make exterior, emergency and comprehensive repairs to their homes in targeted areas of Iowa City. These areas include the UniverCity program boundaries (College Green/Northside and Miller Orchard), the Towncrest area, and the Grant Wood area. 50% of each loan would be forgiven if the address is maintained as the owner's primary residence for 5 years alter the project is complete. $24,999,00 will be the maximum project amount for all rehab projects undertaken in this proposed project. Any of these projects may also be supplemented with existing Iowa City Housing Rehab funds when needed, Housing rehabilitation staff will provide guidance and assistance specifying needed work, obtaining bids for the work, inspections of all work and all other needed/required general accounting and project management. Total Number of Units Proposed: At least 18 units Type of Units: caner -occupied Number of Units: at least 18 units Single Room Occupancy Number based on applications received Efficiency Number based on applications received 1 - Bedroom Number based on applications received 2 - Bedroom Number based on applications received 3 - Bedroom Number based on applications received 4+ Bedrooms Number based on applications received 7a. Based on the City of Iowa City HOME Projects Market Analysis Policy for New Rental Construction, Rental Rehab. & Acquisition of Existing Homes (rental), or New Owner -Occupied Home Construction & Acquisition of Existing Homes (owner -occupied), please identify the relevant market factors that will assist the City in verifying the demand for the proposed housing. If the project is large and/or complicated, the City may require a Market Analysis to support the project before entering a legally binding agreement for funds. This policy is not applicable to projects requesting funds for tenant based rental assistance, homeowner rehabilitation, downpayment assistance and CHDO operating expenses. This project is a rehabilitation project and therefore this section is not applicable. 7b. How will this project meet the needs identified in the 2011-2015 CITY STEPS (wvvw.icqov.org/actionplan) This program will allow homeowners in the targeted areas to make needed repairs to their properties at a time when the City and other entities are also working towards making improvements to these neighborhoods. According to CITY STEPS, low -to -moderate -income owners who are cost burdened need assistance with maintenance and upkeep of their units in order to prevent further deterioration. The biggest housing problem faced by homeowners is the cost burden of making housing payments combined with paying for the continued upkeep of the property. Weatherization, emergency repairs, and other rehab activities help decrease monthly utility costs and preserve and maintain the City's affordable housing stock, likely enabling owners to be able to afford to stay in their homes independently. Housing 16 FY14 CDBG/HOME Funding Request 7c. Will this project address the established priorities in the City's Strategic Plan? Please identify the priority(s). Neighborhood Stabilization 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. _Rehabilitation ofexisting owner units Priority Need 9. Please provide the requested loan terms and affordability period: Terms Requested* _High Priority Need Level (High, Medium or Low) Loan Affordability Principal Interest Amortization Period Yearly Amount Rate (Years) (Years) Payment None* $300,000.00 0% None None * This project is a revolving loan fund. 50% of loan will be forgiven in 5 years if the property is maintained as their primary residence. All remaining funds will be recaptured at the time of sale or on a monthly basis depending on their ability to pay if they qualify for a monthly payment. *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 #15, Project Timetable. This project will be a revolving loan program where liens will be recorded on the properties for the full amount of the assistance. If the owners maintain the homes as their primary residence for 5 years, 50% of the total will be forgiven, with the rest being recaptured through monthly payments or at the time when the home is sold. Funding Source & T e o g Type i Funding Interest Funds: Amount Rate Amortization I Term Committed? Iowa CityCDBG or HOME $300,000.00 See See narrative See DYes ONo Funding (public) narrative narrative DYes ONo State of Iowa HOME or $ CDBG (public) IFA — Low Income Housing $ Oyes ONo Tax Credits (public) DYes ONo - Bank Loan (private) -I $ Applicant Contribution of $ _ DYes ONo -t Equity (private) Other Public Resources (please list) $ Oyes ONo Housing 17 FY14 CDBG/HOME Funding Request Other Private Resources (please list) TOTAL $ 0Yes O No L- $300,000.00 10b. Please provide the uses of funds for the project. Uses of Funds Amount Acquisition Building Acquisition $ Land Acquisition $ Site Improvements $ Construction/Rehabilitation $270,000.00 Professional Fees $ Construction Finance $ Permanent Finance $ Developer Fee $ Reserves $ Other (please specify): $ Project delivery $30,000.00 TOTAL (Must equal TOTAL in 10a.) $300,000.00 Amount of Private Funds $0.00 (a) Amount of Public Funds $300,000.00 (b) Total Project Funding $300,000.00 (c) a + b Number of bedrooms Not known at this time (d) Total Cost Per Unit Not known at this time (e) c : 17 Units loc. What percentage of the proposed budget will be made up of private funds? 0 0/0 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 Skilled labor ( 0 ) Skilled labor ( 0 ) Skilled labor ( ) ) 0 hours x $10 per hour = 0 hours x $__0 per hour = 0 hours x $_0 per hour = 0 hours x $ 0 per hour = Total $ 0.00 $ 0.00 $ 0.00 $ 0.00 $_a00 Housing 18 FY14 CDBG/HOME 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; none exist. 13. Describe what efforts have been taken to secure private or other public funding. We currently receive $200,000.00 in general funds annually from the City of Iowa City, as well as, approximately $200,000.00 in CDBG and HOME funds to run the existing housing rehabilitation program. These funds will be used to supplement the funds for this proposed project where needed. We are also anticipating applying for Federal Home Loan Bank funds or other funds as they become available in the future to further assist with this proposal and our current rehabilitation program. 14. Program regulations require a 25% match for HOME funding. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. Not applicable. No match provided. Local HOME funds requested: x .25 = $ Local Match 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). 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\HOME funding. Date; I Description of Activity: July 1, 2013 Beginning of City Fiscal Year and Project Start Date June 2013 Issue press releases/advertise as needed to raise awareness of program July 2013- June 2014 Spring 2014 June 2014 Intake of applications and completion of rehabilitation projects Apply for additional Iowa City entitlement funds and other public/private funding sources as available project 9 Housing FY14 CDBG/HOME Funding Request 16. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). The goal of this project is to provide safe affordable housing for low -to -moderate income (below 80% LMI) homeowners. This will be done by providing funding to make repairs to properties that homeowners could not otherwise afford because of the cost burden. This will in turn make the home safer and more affordable for the current owners and will preserve the affordable housing stock in Iowa City. 17. To help promote the efficient use of federal, state and local funding please describe how the project will maintain long-term (in excess of CDBG\HOME program requirements) or 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 proposed project will help to maintain long term affordability in Iowa City in by providing safe and more efficient homes for low-income owners. Repairing minor problems now will keep the problems from becoming more extensive and expensive in the future, making these homes more affordable to maintain now and into the future. Because of this, the existing affordable housing stock is preserved and kept more affordable. 18. Explain why this project needs and is worthy of the requested public subsidy. According to CITY STEPS, over 37% of homeowners face housing problems, with the number one problem being cost burden. If the burden of the high costs of repairs is removed and the homes are made more efficient, the monthly casts of maintaining and owning a home are lessened. With the costs of owning a home lowered, other important needs can be addressed by the families (healthcare, clothing, transportation, etc.) without having to worry about their home costs. With at least 50% of this money being recaptured (in some cases up to IOOVO may be recaptured), it will be able to be used again to assist low -to -moderate homeowners. 19. If funding is granted for this project, what steps are in place to decrease the likelihood it will require further subsidy in the future? The work will be done by certified, licensed and insured contractors. The materials used will be of good quality and all work will be inspected and permits will be applied for when required. Construction management will be performed by housing rehab staff that includes work specifications, cost analysis and inspections. All required inspections will also be performed by Housing Inspections Services, as needed. All financial management of the project is also provided by housing rehab staff to make sure that all work is completed up to required standards. If work is done by acceptable standards using quality materials, all items should last to their full life expectancies without needing further assistance. 20. If partial funds are awarded, will the project/program continue? 0 Yes 0 No If yes, at what level? If we receive CDBG funds, we can do as many exterior, emergency, energy efficiency and accessibility repairs as we can with funding that is received. The same can be said if we receive HOME funds, in that we will do as many comprehensive rehabilitation projects as we can with a $24,999 cap per project. We may have to lower the project caps on the projects depending on the funding amount/source and the type of projects that we undertake if this project is partially funded. Reminder. Rental housing (including rental rehabilitation) projects MUST complete and submit the pro forma (excel format) provided by the City with this application. Rental housing applications submitted without the City's pro forma will not be considered. 20 Housing FY14 CDBG/HOME Funding Request 21. 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 and how the project will promote diversity within the neighborhood. This project is targeted to assist owner -occupied single family households in targeted areas of Iowa City. All households will be below 80 % of LMI. This program will help to maintain the existing diversity in the neighborhoods by easing the cost burden on homeowners to stay in their homes and will give them incentives to stay in their homes. We feel that targeted neighborhood revitalization strategies play critical roles in equalizing neighborhood quality and ending segregation. 22. Identify the location of the proposed project. The targeted areas include the UniverCity program boundaries (College Green/Northside and Miller Orchard), the Towncrest area, and the Grant Wood area. A map is attached. 23. 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). * Please note that numbers below are estimates based on the last 12 months of our existing housing rehabilitation program and the existing targeted rehabilitation program, We will only be able to assist those that apply to the program, and at this time we do not know the income levels of the applicants. Applicants over 80% LMI will not be assisted. We plan on assisting at least 18 households, with the possibility existing that we may be able to assist more depending on the costs of the projects. Because of this we will provide numbers assuming 18 households will be assisted. Number between 0 - 30% median income Number between 31 — 50% median income Number between 51 — 60% median income Number between 61 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI 24. Does the proposed project pay full property taxes? • Yes 0 No _6 households (a) 5 households (b) _4 households (c) _3 households (d) _0 households (e) _0 households (f) _18 households (g) 100°% (afbfctd) =g If YES, what is the estimated value of taxes generated from this Project? $30,000,00 If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? *Yes DNo If yes, what is the percent of full taxes paid? 100% and amount paid is $30 00.00 Housing 21 FY14 CDBG/HOME Funding Request 25. Does your project represent an innovative solution to meet the specific need it is intended to satisfy? If so, please explain. This proposed program represents an innovative solution to help assist homeowners by easing the cost burdens of making costly repairs. This can be done by offering a combination of forgivable, conditional occupancy, low - Interest and no -interest loans that are not currently offered by banks or other lending institutions to homeowners. By targeting this assistance to specific areas of town we are hoping to make as big of an impact as possible. 26. 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 • Housing units 27. 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') Amount ( as of 12/31/12) - Completed _ — — FY10 (Jul 2009 June 2010 30 000.00 $230,000,010 1 $230 000.00 I 6/30/10 FY11 (July 2010 - June 2011) $282,024.01 $282.024.00 6/30/11 FY12 (July 2011 - June 2012) $252,024.00 $252,024.00 6/30/12 FY13 (July 2012 - June 2013)* $400,000.00 $196,59&63 Not yet completed *Six months remaining in FY13 at time of this application. 28. 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. 29. Please provide a narrative of the education and experience of the key staff who will be implementing the development project. Staff does not include volunteers, board members and consultants. If utilized, please identify what role a consultant will play in the development of this project. The City of Iowa City has received funding for over 30 years and we have staff in place that currently runs a housing rehab program. if we receive this funding, this proposed program will be a continuation of a program offered by the rehab office starting in FY13 and will be administered by our current staff in much the same Housing 22 FYI CDBG/HOME Funding Request way as all existing programs. Rehab Specialist #1 has 14 years of experience in his current position working with the Iowa City Housing Rehabilitation Office and 22 years of construction -related experience. He has an B.A. degree from the University of Iowa and is an International Code Council -certified building inspector and HUD/State-certified Lead Inspector/Risk Assessor. He has also attended HUD/State-sponsored trainings on the CDBG and HOME programs, as well as, environmental reviews, inspection protocols, program management, etc. Housing Rehab Specialist #2 has held his current position with Rehab Office for over 15 years and has worked in construction -related positions for 25 years. He also has 3 years of college, is a HUD/State-certified Lead Inspector/Risk Assessor and has received assorted HUD/State-sponsored training on CDBG and HOME programs, Da vis-Bacon requirements and inspection protocols. The Program Assistant has held her current position with the Rehab Office for 19 years. She has an Associate of Science degree and another 1.5 years of college courses. She has received training and attended HUD/State-sponsored courses dealing with basic CDBG and HOME programs, Section 106 historic preservation, energy efficiency and environmental review. 30.Please describe your organization's structure, officers and staff, as it relates to the overhead cost for this project. The Iowa City Housing Rehabilitation Office has two full-time rehabilitation specialists and a part-time program assistant that administer the assorted rehabilitation programs. The rehab specialists conduct all inspections, produce project specifications and work write-ups, conduct loan closings and manage the day-to-day business of the various projects. The program assistant performs application intake, conducts income verifications and creates and manages all loan documents, The Rehabilitation Program is monitored by the City of -Iowa City Community Development Coordinator. 31. Provide a summary of your organization's portfolio. Include how many rental units you own/manage, how many homes you have built/rehabilitated/sold and what projects are in the pipeline, The Iowa City Housing Rehabilitation Office currently has 241 federally -funded loans and 29 City -funded loans in its portfolio. These loans are a variety of payback loans, conditional occupancy loans and forgivable loans. Since 2002, the Rehab Office has assisted 302 households with the federally -funded housing rehabilitation programs, and 48 households with the City -funded programs. In the current fiscal year (FY13), we have assisted 16 households and project assisting another 10-13 households in our regular federally -funded rehabilitation programs. We have spent and/or committed all of the funding available for the Targeted Neighborhood Improvement Program to 13 homes, and may be able to do more if costs on these projects comes in lower than projected costs. We have also assisted 12 households in the City -funded General Rehabilitation and Improvement Program (GRIP) and expect to assist 4-6 more homes by the end of the fiscal year. Since the level of interest in our housing rehabilitation programs exceeds the amount of funding that we receive (especially in the Targeted Neighborhood Impro vement Programs case; aii funds were committed to households within 10 days of the program announcement) we have a number of applicants on waiting lists for the Targeted Neighborhood Improvement Program, the Manufactured Program, the Emergency Repair Program, the Exterior Repair Program, the Energy Efficiency Program, the Residential Accessibility Program, the Comprehensive Rehabilitation Program and GRIP, 23 — — — Housing FY14 CDBG/HOME Funding Request N 0 / W O BVRUNGTON ST Li I Llii �ri EDng BENTON Rehab Target Areas Iowa City Parcels 24 ECEOVJippsing Project Name: Workforce Housing, Phase I Type of Project (check one): XXHomeownership O Rental C (Rental and Rental Rehabilitation projects require the completion of 1. Lead Applicant Name: Iowa Valley Habitat for Signature (please use blue ink): Applicant Address: 2401 Scott BI d., I City, IA 52240 Contact Person: Mark Patton Title: Executive Director Phone Number: 319.337.8949 Fax Number: 319.354.3527 E-mail Address: mark@iowavalleyhabitat.org DUNS Number: 123204880 2. Secondary Applicant (if applicable): Signature (please use Niue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address-, 3. Type of Applicant (check one. O Community Housing Development Organization O Private for -profit, individual or partnership applicant 4. Amount of HOME/CDBG Funds Requested: $150,000 JAN - i m housing pro forma) XXX Private non-profit organization O Public Organization S. Did you attend the Applicant Workshop? O NO XX YES - Please indicate date attended: XX 12/19/12 or O 118/13 Housing 25 FYI CDBG/HOME Funding Request 6. Provide a brief description of the proposed project & complete the table below. To purchase, rehab and sell existing older housing within 5 miles of the University campus to families who work at the University and earn less than 60% AMI. Total Number of Units Proposed:___ 3 T e of Units: Number of Units: Single Room anc _O__ccu Efficiency _ 1 - Bedroom 2 - Bedroom _ 3 - Bedroom 2 4+ Bedrooms 1 7a. Based on the City of Iowa City HOME Projects Market Analysis Policy for New Rental Construction, Rental Rehab. & Acquisition of Existing Homes (rental), or New Owner -Occupied Home Construction & Acquisition of Existing Homes (owner -occupied), please identify the relevant market factors that will assist the City in verifying the demand for the proposed housing. If the project is large and/or complicated, the City may require a Market Analysis to support the project before entering a legally binding agreement for funds. This policy is not applicable to projects requesting funds for tenant based rental assistance, homeowner rehabilitation, downpayment assistance and CHOO operating expenses. It effectively addresses rehab, preservation of existing housing stock and lower income worker housing. 7b. How will this project meet the needs identified in the 2011-2015 CITY STEPS (www.icgov.org/actionplan) It will preserve existing housing stock empower low income families stabilize neighborhoods, and pay full property taxes. 7c. Will this project address the established priorities in the City's Strategic Plan? Please identify the priority(s). (www.icgov.org/strateg cplan) It will address the: a) "Non -student renter households up to 50% AMI" by training them and empowering them to become home owners (as well as saving them money since Habitat homes cost less to buy than the same unit costs to rent); b) "Owner occupied housing units" will be preserved and maintained with the major improvements via this program. from the City (Prairie du Chien and Nevada St ): the formed is now the nicest home on the block and the latter is being worked on this fall after having been abandoned for 18 months by its previous owner. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. Rehab single unit residential Priority Need Priority Need Level (High, Medium or Low) Housing 26 FY14 CDSG/HOME Funding Request 9. Please provide the requested loan terms and affordability period: Terms Requested* Loan Affordability Principal Interest Amortization Period Yearly Amount Rate (Years) (Years) 20 Payment $150,000 0 0 *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. 27 Housing FYI CDBG/HOME 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 #15, Project Timetable. Funding Source & Type of Funds: Iowa City CDBG or HOME Funding (public) State of Iowa HOME or CDBG (public) IFA — Low Income Housing Tax Credits (public) Bank Loan (private) Applicant Contribution of Equity (private) Other Public Resources (please list) Housing Trust Fund Johnson County Other Private Resources (please list) Funding Amount $150,000 $ $ $200,000 $30,000 $75,000 $ TO $455,000 Interest I Rate Amortization Term Committed? 0 20 yrsl OYes XNo 1% 10b. Please provide the uses of funds for the project. Uses of Funds Amount Acquisition: Building Acquisition $240,000 Land Acquisition $ Site Improvements $ Construction $150,000 Professional Fees $10,000 Construction Finance $2,000 Permanent Finance $40,000 Developer Fee $5,000 Reserves $ Other (please specify): Admin $8,000 TOTAL (Must equal TOTAL in 1Oa.) $455,000 Oyes ONo OYes ONo OYes XNo X Yes ONo 3 yr OYes XNo Oyes ONo 28 Housing FY14 CDBG/HOME Funding Request Amount of Private Funds $305,000 (a) Amount of Public Funds $150,000 (b) Total Project Funding $445,000 (c) a + b Number of bedrooms 10 (d) Total Cost Per Unit $44,500 (e) c # Units loc. What percentage of the proposed budget will be made up of private funds? 67% 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 _1200_ hours x $10 per hour = $_12,000 Skilled labor (Supervisors) _1200_ hours x $20 per hour = $24,000 Skilled labor (Asst. supervisor) 300_ hours x $9_ per hour = $2,700 _ Skilled labor ( ) hours x $_ per hour = Total $38.700 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. No IOI exists. 13. Describe what efforts have been taken to secure private or other public funding. We are working with four local lenders to create a long-term, low interest loan program for Habitat as well as presuming the Housing Trust Fund of Johnson County will have funds available for 1-2 years to assist. 14. Program regulations require a 25% match for HOME funding. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. Local HOME funds requested: 150,0 x .25 = $37,500 Local Match We have many community volunteer hours to donate (average 650 per home worth over $38,000), each family donates 250 hours of "sweat equity" and we average $3500 per home of Gifts in Kind from Dow, Whirlpool, Yale Locks, and Softwood Lumber Grant. —— 29 — -- Housing FY14 CDBG/HOME Funding Request 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requeste(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\HOME funding. Date: Description of Activity: July 1, 2013 Beginning of City Fiscal Year and Project Start Date Dec. 2013 Purchase 2 homes completed Jan -July 2014 Rehab work begun and completed May 2014 Purchase of 3rd house Oct 2014 Sales of first two homes completed Feb 2015 Rehab of 3rd house complete March 2015 Sale of third house 16. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). This project will hell) preserve existing housing stock (perhaps convert some rentals to ownership) target workforce housing at those earning under 60% of area median income, provide neighborhood stability, and pay full property taxes. 17. To help promote the efficient use of federal, state and local funding please describe how the project will maintain long-term (in excess of CDBG\HOME program requirements) or 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. There will be 20 resale restriction on the homes: if they are sold before the 20 year period is completed, the amount of HOME/CDBG will be repaid in its entirety. 18. Explain why this project needs and is worthy of the requested public subsidy. The City has deemed it worthwhile to create the UniverCity program which serves a higher income population and in a narrower geographic area and with a more generous forgiveness of the subsidy. This program will reach farther down to lower income workers and preserve the affordability for 20 years. 19. If funding is granted for this project, what steps are in place to decrease the likelihood it will require further subsidy in the future? In the 20 years of local Habitat housing creation there has never been an additional subsidy after the initial funding and it is not anticipated this project will be any different In addition all Habitat homes pay full property taxes which help cover school, fire, police and street costs. 30 Housing FY14 CDBG/HOME Funding Request 20. If partial funds are awarded, will the project/program continue? XXYes O No If yes, at what level? We would have to do fewer homes. Reminder: Rental housing (including rental rehabilitation) projects MUST complete and submit the pro forma (excel format) provided by the City with this application. Rental housing applications submitted without the City's pro forma will not be considered. 21. 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 and how the project will promote diversity within the neighborhood. Target population is between 30%-60% of area median income no other home ownership program except Section 8 home mortgage program serves this population We will likely serve a high percentage of racial minorities if the past five years' Habitat home owners is a predictor. 22. Identify the location of the proposed project. Within 5 miles of the University of Iowa campus. 23. 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 — 60% median income Number between 61 - 80% median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI 24. Does the proposed project pay full property taxes? XXYes households (a) households (b) _2 households (c) households (d) households (e) households (f) _3 households (g) 100% (a+b+c+d) = g 0 No If YES, what is the estimated value of taxes generated from this Project? $7500 per year If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? 31 9 Housin FY14 CDBG/HOME Funding Request 0Yes 0No If yes, what is the percent of full taxes paid? %and amount paid is $ 25. Does your project represent an innovative solution to meet the specific need it is intended to satisfy? If so, please explain. No one else is serving this income segment (at or below 60% AMI) of the market with home ownership AND also paying full property taxes in the process. 26. 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: 0 Persons XX Decent affordable housing XX Affordability XX Households 0 Creating economic opportunities 0 Sustainability 0 Housing units 27. 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 FY10 (July 2009 — June 2010) FY11 (July 2010 - June 2011) FY12 (July 2011 - June 2012) FY13 (July 2012 - June 2013)* Budgeted Amount $0 $114,000 Amount Expended (as of 12/31/12) $114,000 a) $295,000 1 $269,907 (special) b) $180,000 1 $180,000 $90,000 $30,000 *Six months remaining in FY13 at time of this application. Date All Units Completed 3 homes completed, 41h to be completed May, 2014 a) January 2014 b) Summer, 2015 June, 2014 28. 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? XX 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. Housing 32 FY14 CDBG/HOME Funding Request 29. Please provide a narrative of the education and experience of the key staff who will be implementing the development project. Staff does not include volunteers, board members and consultants. If utilized, please identify what role a consultant will play in the development of this project. --Mark Patton, Executive Director. +20 years directing non-profit housing; has directed the building of +150 homes. BS/MS from Iowa State University; Summer School Kennedy School of Government @ Harvard. --Christy Shipley, Construction Manager. 9 years of construction supervision and 7 years city public facilities operation. --Theresa Burns, Office Manager. 12 years of accounting and administrative supervision. 30. Please describe your organization's structure, officers and staff, as it relates to the overhead cost for this project. We have six fulltime employees: two directing construction, a volunteer coordinator (paid for by a grant), an office manager, a resource development person and the Executive Director. We are not allowed by our charter to charge any profit on our projects and we limit our overhead and administrative charges to each build to no more than 8%. 31. Provide a summary of your organization's portfolio. Include how many rental units you own/manage, how many homes you have built/rehabilitated/sold and what projects are in the pipeline. We have built 78 homes, remodeled 5 homes, installed ramps in 16 homes, and weatherized 21 homes. We have sold all the homes providing 0% interest mortgages and we only work on homes which are either owner occupied or ones we are going to sell to a lower income family. 33 Housing FY14 CDBG/HOME Funding Request JH ing Project Name: CHDO Operational Funds Type of Project (check oneJ O Homeownership O Rental OTenant Based Rent Asst. O Rehabllitatlon (Rental and Rental )?ehab11&7tlon projects require the completion of rental housing pro forma) 1. Lead Applicant Name: The Houslnq Fellowshlp Signature (please use blue ink): Applicant Address: 322 E. 2"0 Street, Iowa City,1A 52240 Contact Person: MaryAnn Dennis Title: Executive Director Phone Number: 319-358-9212 x5 Fax Number: 319-358-0053 E-mail Address; mdennis@housingfellowship.com DUNS Number: 964658236 2. Secondary Applicant (if applicable): Signature (please use Uue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one}: X Community Housing Development Organization O private for -profit, individual Or partnership applicant 4. Amount of HOME/CDBG Funds Requested: $ 23,250 O Private non-profit organization O Public organization S. Did you attend the Applicant Workshop? X NO O YES - Please indicate date attended; O 12119/12 or O 1/8/13 6, Provide a brief description of the proposed project & complete the table below. Housing 34 FY14 CDBGIHOIOE Funding Request The Housing Fellowship is requesting a CHDO operating grant in the amount of $3,250 or 5% of The City HOMF Allocation. HOME regulations allow a participating jurisdiction to grant 5% of their HOME allocation to certified Community Housing Development Organizations for operational expenses. The Housing Fellowship, one of Iowa's premier CHDOs has been in operation since 1990, The mission of The Housing Fellowship Is to provide quality homes that are affordable to people with limited incomes. Toward this end, The Housing Fellowship has developed and owns and manages 147 affordable rental units (including the management of five separate Limited Partnerships), has sold 17 Community Land Trust homes, administers Lone Tree, Iowa first time home buyer HOME prograrn and administers the only revolving loan fund for very low-income Johnson County renter households to pay a security deposit. The Housing Fellowship co- founded the Housing Trust Fund of Johnson County, The Housing Fellowship now operates with six full-time employees. As the corporation has grown, so have the day today operating. responsibilities (Le, operating expenses). HOME CHDO operating funds will allow The Housing Fellowship to continue to function as a viable and fiscally responsible CHDO. Very few resources exist to fill the gap necessary to cover operating costs to plan housing projects, manage the Corporation's assets, and to comply with the myriad of regulations/reporting requirements of various public/private funding sources. The Housing Fellowship receives operational funding as a partner agency of the United Way and from the Community Foundation of Johnson County. Member congregations and individuals provide donations that are used for operations. I Total Number of Units Proposed: Number of Units: Ty -- of Units: _. Singie Room Occupancy Efflclen�_ I - Bedroom _ 2 - Bedroom _ 3 _ Bedroom 4+ Bedrooms 7a. Based on the City of iowa City HOME Projects Market Analysis Policy for New Rental Construction, Ren ai Rehab. & Acquisition of Existing Homes (rental), or New Owner -Occupied Home Construction & Acquisition of Existing Homes (owner -occupied), please Identify the relevant market factors that will assist the City In verifying the demand for the proposed housing. If the project is large and/or complicated, the City may require a Market Analysis to support the project before entering a legally binding agreement for funds. This policy is not applicable to projects requesting funds for tenant based rental assistance, homeowner rehabilitation, downpayment assistance and CHDO operating expenses. 71b. How will this project meet the needs identified in the 2011-2015 CITY STEPS (www,ic oQ V orglg�tE.on hn) The first stated objective in the FY13 Annual Action Plan Is to increase the capacity of nonprofit organizations that develop affordable housing. This request helps to satisfy this objective. Additionally, the #1 priority of the FY13 Action Plan is to provide non -student renter households with incornes up to 50%. The mission of The Housing Fellowship Is to provide quality homes to households with limited Incomes. The Action Plan comments that The Housing Fellowship is an "efficient organizatjon with history of working with otirerresources and proven track record of successfully providing affordable housing': 7c. Will this project address the established priorities in the City's Strategic Plan? Please identify the priority(s). (www,Kgov.crg/strs e Ic 140 The Housing Fellowship is committed to its invaluable partnership with the City of Iowa City Department of Planning and Community Development. A small investment of federal dollars to supplement the CHDO operations Housinrd 35 FY14 CDBG/HOME Funding Request leverages a large amount of additional public/private investment Into our community in the form of economic development. According to the Impact Study conducted for the Housing Fellowship, in 2009 and 2010 $8.5 million was infused into the Iowa City economy through The Housing Fellowship's new construction, home rehabilitation, administrative and office costs, wages, permits and taxes. This is compatible with the City's strategic goal for "additional co -working projects with private or non-profit entities': 8. Please specify the one most applicable priority need and priority need level, as shown In the 2011-2015 CITY STEPS Plan. UO HOME CHPQ OpQfatiny Costs Priority Need 9. Please provide the requested loan terms and affordability period; ms 7rms uested* HIGH Priority Need Level (High, Medium or Low) Loan Affordability Principal Interest Amortization Period Amount Rate (Years) (Years) N/A t EWfA $23,250 N/A N/A *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 #15, Project Tirnetable, Funding Source & Type of Funds; Funding Amount Interest Rate Amortization Term Committed? n/a Iowa City CDBG or HOME $ 23,2S0 n/a n/a OYes ✓No Funding (public) Oyes ONo State of Iowa HOME or $ CDBG (public) --- — $ IFA Low Income Housing ()Yes No Tax Credits (public) _- -- -- Bank Loan (private) $ DYes 0No $ 411,103 n/a n/a Applicant Contribution of n/a ✓Yes ONo Equity (private) Other Public Resources (please list) Other Private Resources -- -. -- ✓Yes ONo $ 21,323 (please list) United Way Comm. Foundation 30 CO $ 1,000 ✓Yes No TOTAL $456,976 --- 36 FY14 CDBGIHOMF Funding Request Housing 10b. loc. Please provide the uses of funds for the project. Uses of Funds Amount $ Acquisition; Building Acquisition Land Acquisition Site Improvements $ $ Construction $ _ $ Professional Fees Construction Finance Permanent Finance Developer Fee $ $ $ Reserves $ $ 456,976 $ 456,976 Other (please specify): CHDO Operations TOTAL (Must equal TOTAL In 100.) Amount of Private Funds $ 433,726 _ (a) Amount of Public Funds $ 23,250.- (b) Total Project Funding $ 456,976 .___ (c) a + b Number of bedrooms N/A— (d) Total Cost Per Unit $_NJA _ (e) c : 8 Units What percentage of the proposed budget will be made up of private funds? _95_% Ill 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 _20 hours x $10 per hour = $—_200_- _- Skilled labor (Prof. of Business) _6-- hours x $_10Q-- per hour Skilled labor (,.0 of I Foundation) _-,6_ hours x $_100_ per hour Skilled labor (Trustees & _273.4_ x $50_ per hour $_13,670_ Committees ) hours Total $-15,070 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 (The Board of Trustees has adopted a Conflict of Interest Policy and all Trustees annually sign a Conflict of Interest Disclosure Form). Housing ---- 37 FY14 CDBGMOME Funding Request 13, Describe what efforts have been taken to secure private or other public funding. The Housing Fellowship has received CHDO operating funds from the State of IA. The Housing Fellowship is a partner agency of the United Way of Johnson County receiving an annual grant for operations. The Community Foundation of Johnson County has awarded THE a grant for the past nine years. Donations are received from local congregations and individuals. Private Investors of low-income housing tax credits provide developer fees to The Housing Fellowship when LIHTC projects are completed and leased. As the General Partner of Limited Partnerships, THE receives property management fees and earns incentive management fees from Partnerships, 14, Program regulations require a 25% match for HOME funding. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. Local HOME funds requested: $23,250_ , x .25 = $ 5,813 Local Match THF' s property tax exemption on THE owned rental homes provides annual match dollars for the City's required HOME match. 15, Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding), 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\HOME funding Date: Description of Activity: July 1, 2013 Beginning of City Fiscal Year and Project Start Date July 15, 2013 __— SrFof each month Execute funding agreement - - Submit source documentation and request for payment for rp evious,month's expense _ December 5, 2013 Submit final request for payment January 15, 2014 Close -Out 16. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e,g, goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). The use of City of Iowa City HOME funds for CHDO operations will preserve affordable housing by preventing further sales of The Housing Fellowship's rental and CLT homes, Operating support will also prevent increases in rents on units having lower rents than required. CHDO operating grant will also lower THF's long term liability. 17. To help promote the efficient use of federal, state and local funding please describe how the project will maintain long-term (In excess of CDBG\HOMF 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 policy of The Housing Fellowship, as a CHDO, is to maintain rental and CLT homes as affordable for the life of the properties. --- - Housing 38 FY14 CDBG/HOME Funding R@yuesr 18. Explain why this project needs and is worthy of the requested public subsidy. NEED FOR FUNDS: Restricted rents, a history of the City's extensive terms of affordability (in excess of HOME rule) and not allowing repair and replacement reserves has resulted In an operating deficit to The Housing Fellowship. Complicated financing structures and compliance requirements demands experienced staff with ongoing and updated certlficatlons. City STEPS ranks CHDO operating expenses as a high priority and Indicates the City plans to fund CHDO operations. HOME Program Final Rule: Section 92.300 b, "Each participating jurisdiction must make reasonable efforts to identify community housing development organizations that are capable, or can reasonably be expected to become capable, of carrying out elements of the jurisdiction's approved consolidated plan and to encourage such community housing development organizations to do so." WORTHINESS: The Housing Fellowship has maintained certification as a community housing development organization by the State of Iowa since July 28, 1992 and by the City of Iowa City since 1996. One of the exemplary CHDO's in the State, The Housing Fellowship has proven to be a capable CHDO; well managed, fiscally responsible and respected. The Housing Fellowship has established and maintains viable public/private partnerships; including Iowa City. The Housing Fellowship has a long history of meeting and/or exceeding performance targets, and compliance requirements largely within budgets. Excellent working relationships have been established with the City's CPD and Housing Authority staff. The Housing Fellowship's programs have impacted low-income families and the Iowa City Community in positive ways. The average length of stay for families in a Fellowship's rental home Is 53 months; contributing to families stability, the stability of neighborhoods. Notably, this Is considerably longer than the average renter household in Iowa City. 19. If funding is granted for this project, what steps are in place to decrease the likelihood it will require further subsidy In the future? As a valuable partner of the City of Iowa City, The Housing Fellowship intends to apply for CHDO operating funds each year, 20. If partial funds are awarded, will the project/program continue? X Yes ONO If yes, at what level? Status quo; using a private line of credit for operations. Reminder: Rental housing (including rental rehabilitation) projects MUST complete and submit the pro forma (excel format) provided by the City with this application. Rental housing applications submitted without the City's pro forma will not be considered. 21. 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 and how the project will promote diversity within the neighborhood. All households who participate in The Housing Fellowship's programs are low-income and most are very low- income. _-39 - Housrng FYI CDBG/HOME Funding Request The Housing Fellowship has long been a proponent of scattered site housing and has promoted diversity In neighborhoods. The Housing Fellowship's rental housing portfolio includes detached single family homes, duplexes, condos and townhomes with a mix of two, three and four bedrooms, The homes are scattered throughout Iowa City and Coralville in eleven of the thirteen elementary attendance areas In the two communities. Construction of seven duplexes in North Liberty, IA will be completed in October 2013. The placement of affordable homes in market rate subdlvisions/neighborhoods promotes a mix of income levels and promotes diversity within neighborhoods. 22. Identify the location of the proposed project. N/A 23. 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). N/A Number between 0 - 30% median income Number between 31 — 50% median income Number between 51 — 60% median income Number between 61 - 80% median Income Number between 80 - 100% median income Number over 100% median income Total Percent LMI 24. Does the proposed project pay full property taxes? 0 Yes 0 No N/A households (a) households (b) households (c) households (d) households (e) households (f) households (g) (a+b+c+d) = g If YFS, 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 ONo If yes, what is the percent of full taxes paid? __ % and amount paid is $ 25. Does your project represent an innovative solution to meet the specific need it is Intended to satisfy? If so, please explain. THE is the only non-profit In Johnson County providing permanent, affordable rental housing in Johnson County and has a long history of implementing innovative affordable housing projects and administers the only revolving loan fund in Johnson County for security deposits and administers one of only two Community Land Trusts in Iowa. the City looked to The }lousing Fellowship to fill the affordable rental aspect of the UniverCity Neighborhood Partnership Program. THE is a partner in the UniverCity Neighborhood Partnership program and the developer of Aniston Village, L.P. Both projects are featured In Green Building and Design Magazine, January and February 2013 Issue. The Housing Fellowship has engaged talented and creative community members to be part of the Board of Trustees and committees and has partnered with many talented professlonals to be part of development teams. 26. Please select one main objective, outcome, and output indicator for the proposed project. Second, provide specific project indicators in the narrative (Le, number of units to be rehabilitated, number of households assisted, number of units constructed, etc.) While this application is not project specific the overall mission of THE is to provide quality housing to persons with limited incomes. —_ Housing 40 FY14 CDBGMOME Funding Requost Objective: O Suitable living environment X Decent affordable housing O Creating economic opportunities Outcome: O Availability/accessibility output Indicator: O Persons XAffordabillty X Households OSustainability O Housing units 27. 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) 28. 29. Amount Budgeted Expended Date All Units Fiscal Year Funds Recv'd Amount (as of 12/31/12) $2,930,687 — _. $ 452,775 $ 29,800 Completed — 12/31/2010 11/30/2012 n/a FY10 (July 2009 — June 2010) $2,930,687 _— $452,775 $ 29,800 FY11 (July 2010 -June 2011) FY12 (July 2011 - June 2012) FY13 (July 2012 - June 2013)* $ 19,260 $ 19,260 n/a *Six months remaining In FY13 at time of this appl/catlon. 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 a matter is currently in litigation please give the name of the case and explain the basis for the case. Please provide a narrative of the education and experience of the key staff who will be implementing the development project. Staff does not include volunteers, board members and consultants. If utilized, please identify what role a consultant will play in the development of this project. 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 all operations in addition to 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, was appointed to the Johnson County Housing Task Force and the Equity 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. She has extensive experience with non-profit financial management. Ms. Bailey prepares budgets, 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, has been instrumental in planning the first Co -housing project in Johnson County and has extensive training in passive house design. __ -- - Housing 41 FY14 OPHG/HOME Funding ReqUOst THF's staff members have attended training to ensure funding compliance and recordkeeping offered by the National Development Council, IA Department of Economic Development, IA Finance Authority, Midwest Housing Equity Group and Spectrum Companies. 30. Please describe your organization's structure, officers and staff, as It relates to the overhead cost for this project. OFFICERS President Vice President Secretary /Treasurer BOARD DF TRU5TEES __ COMMITTERS. rustees_and Cpp»uni_ty Members Executive Finance Recruitment/Orlentation Heusing Advisory Audit EXECUTIVE DIRECTOR OFFICE MANAGER PROJECTT MANAGER FINANCE MANAGER COMPLIANCE SPECIALIST i MAINTENANCE AND REPAIR EMPLOYEE THE has maintained CHDO certification by the City of Iowa City since 1996. The 12 member Board of Trustees serves as the policy making body. Trustees represent key areas of expertise pertinent to the business of the Corporation, The Housing Fellowship employs six people. This request is to supplement the operating costs of a CHDO. The operational costs incurred by THE for staff salaries and benefits are commensurate with other IA CHDOs, Staff salaries and benefits are not excessive for the housing development industry, but adequate enough to ensure long-term staff tenure and the ability to hire qualified and experienced personnel. 31. Provide a summary of your organization's portfolio. Include how many rental units you own/manage, how many homes you have built/rehabilitated/sold and what projects are In the pipeline. Single Family Duplex Condos Townhomes TOTAL OWNED Single Family Duplex Townhomes TOTAL MANAGED Rental Housing Program - Owned 2 bdrm 3 bdrm 4 bdrm TOTAL 9 25 —.. 3 37 14 — 12 _ _ _ 11 25 12 _ 3 --- 3 35 39 3 77 Rental Housing Program —Managed (LIHTC Projects) 3 bdrm 18 18 7 :3 30 --- 8 14 22 15 FI] Housing 42 FYI CDBG/HOME Funding Request TOTAL RENTAL PORTFOLIO I s0 94 �31V Of the 147 rental homes, THE has constructed 77, Additionally, THE constructed a 10 unit apartment building that was sold the City of Iowa City in 2005. THE has purchased and rehabilitated 70 of the 147, Additionally, THE purchased and rehabilitated a 16 unit apartment complex that was destroyed In the 2006 flood. In its first time home buyer program THE has constructed 17 homes In Iowa City and eight in Lone Tree, Currently under construction are two townhomes In Iowa City and seven duplex buildings (14 dwellings) in North Liberty. THE plans to continue to expand its rental housing portfolio and is currently looking for land in order to plan a project for the 2014 Low -Income Housing Tax Credit allocation. Housing FY14 CDBGIIIOME Funding Request 43 Housing Project Name: Type of Project (check ono. O Homeownership X Rental 0Tenant Based Rent Asst. O Rehabilitation (Rental and Rental Rehabilitation projects require the completion of rental housing pro forma) 1. Lead Applicant Name: 3 Diamond Development Signature (please use blue ink): � l� I I I I r Applicant Address; 7444 Long Avenue, Skokie, IL 60077 IIF)I I JAN 1 8 2013 Contact Person: Ben Porush Title: Director of Operations Phone Number: 847.677.7206 x1009 Fax Number: 847.329.4900 E-mail Address: bporush@3diamonddevelopment.com DUNS Number: 019956822 2, Secondary Applicant (if applicable): N/A Signature (please use blue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): O Community Housing Development Organization O Private non-profit organization X Private for -profit, individual or partnership applicant O Public Organization 4. Amount of HOME/CDBG Funds Requested: $450,000 5. Did you attend the Applicant Workshop? ONO X YES -Please indicate date attended: X 12/19/12 or O1/8/13 E Housing 44 FY14 CDBGIHOME Funding Request 6. Provide a brief description of the proposed project & complete the table below. Diamond Senior Apartments of Iowa City is a forty-one (41) unit new construction senior development (aged 55 and older) to be located at the intersection of Towncrest Drive and William Street. The existing building (1030 — 1070 William Street) will be demolished to make way for the new development. The project will consist of twenty (20) one -bedroom units and twenty-one (21) two -bedroom units. Units will be affordable to individuals between 40% AMI and 60% AMI, which means units will be affordable to seniors with annual incomes between $13,200 and $38,580. Nine (9) units will be affordable to households at or below 40% AMI and the remaining thirty-two (32) units will be affordable to households at or below 60% AMI. Thirty-one (31) units will be ADA accessible. There will also be forty-one (41) parking spaces in a surface lot. Diamond Senior Apartments is being designed specifically for the aging population and the building design allows for an abundance of social space. The building's design includes the main lobby, a multi -purpose room with a TV, a community garden, a library, an exercise room with equipment appropriate for the 55 and over population and the property management office. The building will also offer storage lockers and a trash/recycling room. Units will have wireless internet and will be cable ready. All bedrooms and living rooms will have wall-to-wall carpet. Bathrooms and kitchens will have vinyl flooring. Appliances will include refrigerator/freezer, dishwasher, microwave, electric range/oven, fan/hood/light, and a stainless steel sink. All units will have an in -unit washer and dryer. Windows will have mini -blinds and kitchens will include wood cabinets and plastic laminate counters. The building will include automatic fire sprinklers, a fire alarm and smoke detectors. With regards to the interior paints, primers, adhesives, caulks and water heaters, the building will incorporate a variety of environmentally friendly products and features. Further, the building will also abide by strict green and energy efficiency standards, including a Home Energy Rating Systems (HERs) rating of 68 or less. The building will be no -smoking. The proposed site is well -suited for senior housing. Within one mile is a variety of amenities which are essential to maintaining a senior's quality of life. These amenities include a Hy-Vee and United Natural Foods grocery store, Elder Services Inc. Senior Center, four medical service locations and a Walgreens Pharmacy. The project will be predominantly financed through Low Income Housing Tax Credit from the Iowa Finance Authority (IFA), for which the project applied in December 2012. The project has also been awarded financing by the City of Iowa City through loan proceeds from tax-exempt bonds and Towncrest Incentive Funds. 3 Diamond is also contributing owner equity into the project in the amount of approximately $300,000 through cash at closing and deferred developer fee. 3 Diamond respectfully requests HOME funds in the amount of $350,000 to fill the financing gap to make the project financially feasible. IFA LIHTC awards will be announced in March and construction is anticipated to begin in September 2013. Total Number of Units Proposed: Type of Units: Number of Units: Single Room Occu ancy_ 0 _ Efficiency 0 _ 1 - Bedroom 20 2 - Bedroom 21 3 - Bedroom 0 4+ Bedrooms 0 7a. Based on the City of Iowa City HOME Projects Market Analysis Policy for New Rental Construction, Rental Rehab. & Acquisition of Existing Homes (rental), or New Owner -Occupied Home Construction & Acquisition of Existing Homes (owner -occupied), please identify the relevant market factors that will assist the City in verifying the demand for the proposed housing. If the project is large and/or complicated, the City may require a Market Analysis to support the project before entering a legally binding agreement for funds. This policy is not applicable to projects requesting funds for tenant based rental assistance, homeowner rehabilitation, downpayment assistance and CHDO operating expenses. --- 45 Housing FYI CDBG/HOME Funding Request The Iowa City Metro Area Affordable Housing Market Analysis (dated 2012) analyzes and discusses the state of affordable housing in the Iowa City area, in collaboration with Coralville, North Liberty, Tiffin and University Heights, analyzed the forecasted state of affordable housing. The study concluded that the total affordable housing demand was at approximately 5,450 units whereas the corresponding supply was only 2,711 units, marking a distinct need. The team employed to perform the study recommended to target "potential redevelopment areas in Iowa City that present opportunities for new affordable housing and neighborhood revitalization" and to "dedicate specific sources of revenue to finance affordable housing development over the long term." IFA has also commissioned an Iowa Housing Study, which is in draft form, and which discussed the state of housing throughout the state. The study noted the drastic increase among the state's senior population, which grew by over 45% during the last decade. At the same time, the decade experienced a drop in household wealth along with an increased cost of living. With regards to the current housing stock, 25% is now older than 70 years old, suggesting increased maintenance and operating costs, Accordingly, these combined factors signify a clear need for additional affordable housing units within the state, especially for the senior population. Lastly, the developer has commissioned a market study from American Marketing Services, dated November 16, 2012, for use in the LIHTC application. Demographic analysis of the PMA indicated that the population increased by an impressive 28.6% from 2000 to 2013, with growth of 5.5% projected over the next five years. More importantly, seniors are growing at an even faster rate. The 65+ population increased a full 55.6% from 2000 to 2013, and a growth rate of 26.5% is projected by 2018. In terms of incomes, some 1,653 seniors age 65+ (29.5% of all seniors) are expected to earn between $15,000 and $35,000 in 2013, the most likely income range for tax credit housing. Overall, the demographic trends are very positive for affordable senior housing. Please find the study attached. All three sources point to a large need for senior affordable housing in Iowa City. IFA has ordered a market study as part of the LIHTC application review, which may be available directly from IFA. The developer will not have access to it until after awards are made in March 2013. 7b. How will this project meet the needs identified in the 2011-2015 CITY STEPS (vww.ic�gv org act;onplan_) The creation of affordable rental units is identified as a high priority need in the City STEPS report. The proposed project will create 41 units of affordable housing for seniors 55 and older. Nine units will be set -aside for seniors at or below 40% AMI (very low income households) and 32 units will be available for seniors at or below 60% AMI (low income households). Furthermore, the report also lists as a priority to encourage the development of new housing tax credit projects. The proposed project also meets this objective. 7c. Will this project address the established priorities in the City's Strategic Plan? Please identify the priority(s). (w,m_v,icgo_v.org1strateg icola n) The proposed project specifically meets the City of Iowa City's Economic and Community Development priority as it relates to the Towncrest area. 3DD's proposed development addresses this priority by being a redevelopment catalyst in the Towncrest area. The project will demolish an older building and replacing it with a high quality, environmentally -friendly and aesthetically pleasing apartment building which is affordable to the area's seniors. The project also addresses the Organizational: Partnership with State and Federal Officials priority as the project leverages private equity generated from the federal low income housing tax program. 8. Please specify the one most applicable priority need and priority need level, as shown in the 2011-2015 CITY STEPS Plan. _ Housrng Needs Priority Need Priority Need Level (High, Medium or Low) - 46 Housing FY14 CDBG/HOME Funding Request 9. Please provide the requested loan terms and affordability period: Loan Affordability Principal Interest Amortization Period Amount Rate (Years) (Years) Terms $350,000 0% 20 Years 20 Years Requested* Yearly Payment $0.00 We are open to suggestions on terms of how to structure. The project respectfully requests a 0% interest loan with no repayments, to balloon in Year 20, due to the financial feasibility of the overall project. The project cannot afford an annual repayment and stay within IFA underwriting guidelines. The project has significant debt payments due to the City of Iowa Citys TE Bond loan as well as the Johnston County Trust Fund annual payments. Therefore, in order to remain financially feasible, 3DD requests this HOME loan at 0% interest with a balloon payment in Year 20, *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 #15, Project Timetable. Funding Source & Type of Funds: Funding Interest Amount Rate $350,000 00/0 Amortization Term Committed? Balloon 20 OYes XNo Iowa City CDBG or HOME Funding (public) State of Iowa HOME or CDBG (public) Equity generated from IFA - Low Income Housing Tax Credits (private) Bank Loan (private) Applicant Contribution of Equity (private) Other Public Resources (please list) City TE bond loan Housing Trust Fund of Johnson County I Towncrest Incentives Other Private Resources (please list) Deferred Developer Fee DYes ONO $4,023,885 N/A N/A N/A DYes XNo $980,000 5.25% 15 Years 35 Yrs XYes ONO $170,910 N/A N/A N/A X Yes ONo $375,000 2.5% 20 Years 20 Yrs XYes ONo $120,000 1% 15 Years 15 Yrs 1 XYes No $300,000 N/A N/A N/A XYes ONo -j $188,598 1 XYes ONO TOTAL I $6,508,393 Housing 47 FYI CDBG/HOME Funding Request 10b. Please provide the uses of funds for the project Uses of Funds Amount Acquisition: Building Acquisition $1,147,000 Land Acquisition $0 Site Improvements $171,000 Construction $4,019,273 Professional Fees $440,192 Construction Finance $169,998 Permanent Finance $0 Developer Fee $375,634 Reserves $25,000 Other (please specify): Marketing $10,000 Lender Fees $141,216 TOTAL (Must equal TOTAL in IOa.) $6,508,393 ** The requested HOME funds may be used to pay for acquisition costs that must be funded outside of the LIHTC project budget due to the high acquisition cost of the site. Please note that the total budget of $6,508,393 reflects the total budget, including the $1,147,000 acquisition cost. The maximum budget IFA will allow for the project, per its costs caps, is $6,060,000. Therefore, just $697,000 of the acquisition was able to be shown in the IFA LIHTC budget. 3DD is requesting the $350,000 in HOME funds to pay for a portion of the remaining acquisition cost not funded through other sources to make the project financially feasible. The funds would go to 3 Diamond Development, who will use them to fund a portion of the acquisition. 3DD will sell the land to the Limited Partnership (owner entity) for $697,000. Therefore, the HOME funds may be unable to be secured by a mortgage. *** Please note that the developer is also in discussions with the Housing Authority of Iowa City to provide ACC funds to the project in exchange for public housing units. If this scenario, we would request the Housing Authority purchase the site and sell it to the partnership. Amount of Private Funds Amount of Public Funds Total Project Funding Number of bedrooms Total Cost Per Unit $ 5,363,393 $ 1,145,000 $ 6,508,393 62 (21 BR units; 20 1 BR units) $ 158,746 loc. What percentage of the proposed budget will be made up of private funds? (e) c - # Units 82.24% 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 — no volunteers will be used in this project. Unskilled labor hours x $10 per hour = Skilled labor () hours x $_ per hour = -- — 48 Housing FYI CDBG/HOME Funding Request Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) hours x $_ per hour = Total 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 is an identity of interest relationship between the Developer (3 Diamond Development) and General Partner (Iowa City Senior LLC). 3DD is the sole member of Iowa City Senior LLC. 13. Describe what efforts have been taken to secure private or other public funding. The project applied to IFA for an allocation of LIHTCs on December 10. All other financing is in place, as follows: Housing Trust Fund of Johnson County($120,000) Towncrest Incentives ($300,000) Iowa City Tax Exempt Bond Proceeds ($375,000) Citibank for a permanent loan ($980,000) — please note that Citibank will also be providing a construction loan to bridge a portion of the equity up to $3,850,000. 3 Diamond has committed to contribute equity for $170,910 and to defer fee up to $188,598. Please find commitments for the above financing sources attached. 14. Program regulations require a 25% match for HOME funding. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. The project meets and exceeds this match requirement through the City of Iowa City resources listed above. Local HOME funds requested: $ 350,000 x .25 = $ 87,500 Local Match 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). 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\HOME funding. ** Please note that the site is already properly zoned for the proposed project. Date: Description of Activity: March 2013 IFA announces LIHTC awards March — July 2013 Construction plans finalized May 2013 Equity LOI finalized 49 Housing FY14 CDBGIHOME Funding Request August 2013 Plans submitted for Permit / Contractor finalized budget August 2013 Final loan commitment for permanent loan (Citibank) September 2013 Site acquisition / closing on financing / begin construction June 2014 Lease up begins September 2014 Construction completed I March 2015 100% occupancy 16. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). The City of Iowa City has stated that the creation of affordable housing rental units is a priority. The proposed project will create 41 new units of affordable housing for seniors 55 and older. Nine units will be affordable to the very low income group at 40% AMI and below and 32 units will be affordable to the low income group at 60% AMI. The building will be affordable for households with annual incomes between $13,200 and $38,580. Per the Section 42 guidelines, the building will remain affordable for at least 30 years. The proposed rents for the project are as follows: Utility Allowance* 40%AMI 60% AMI 1 BR 52 495 600 2 BR 76 550 655 *This utility allowance assumes tenants pay heating (g), air conditioning, cooking (e) and other electricity. The owner pays water, sewer and hot water. According to the AMS market study, these rents are in line with the other LIHTC properties in Iowa City. 17. To help promote the efficient use of federal, state and local funding please describe how the project will maintain long-term (in excess of CDBG\HOME program requirements) or 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 remain affordable for at least 30 years, per the LIHTC Extended Use regulations. The rents as stated above are significantly below 60% AMI LIHTC max rents allowed in the program, as shown below: # of Units Total Rent Payment (includingutilities LIHTC Program % Proposed Rent Limit Project is Below 40%AMI 1 BR 5 547 562 3% 40%AMI 2SIR 4 626 904 31% 60% AMI 1 SR 15 652 904 28% 60%AMI 2BR 17 731 1,084 33% 18. Explain why this project needs and is worthy of the requested public subsidy. The project has applied to IFA for the maximum allocation of LIHTCs for which the project qualifies. Assuming LIHTC pricing of $0.865, this will leverage $4,023,885 in private equity to the deal, which represents almost 62% of total project costs. The developer is also contributing $359,508 in equity through direct cash and deferred developer fees. This represents 5.5% of total project costs. The private first mortgage of $980,000 represents 15% of total project costs. Therefore, almost 82.5% of the project is funded through private sources. Housing 50 FY14 CDBGIHOME Funding Request The City of Iowa City has been extremely helpful and supportive of the project, and has pledged an additional $675,000 to the project, representing 10% of total project costs. The Housing Trust Fund of Johnston County has also committed $120,000 to the project (almost 2%). The proposed site in the Towncrest redevelopment area has a high acquisition cost of $1,147,000. This does not include demolition, which the developer estimates to be an additional $50,000. The project requests $350,000 in HOME funds to fill this gap to make this project financially feasible. Without these funds, the project cannot move forward and provide the much needed affordable housing for Iowa City seniors. 19. If funding is granted for this project, what steps are in place to decrease the likelihood it will require further subsidy in the future? Barring any unforeseen increases in construction costs or changes in the equity market, if awarded funding, this project will be able to move forward and begin construction in Fall 2013 and will not need any further subsidy. 20. If partial funds are awarded, will the project/program continue? O Yes X No If yes, at what level? If the project is not awarded HOME funds, it will have a financing gap and will be financially infeasible. Reminder: Rental housing (including rental rehabilitation) projects MUST complete and submit the pro forma (excel format) provided by the City with this application. Rental housing applications submitted without the City's pro forma will not be considered. 21. 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 and how the project will promote diversity within the neighborhood. A high priority of the City of Iowa is to create new affordable rental housing units. Diamond Senior Apartments of Iowa City is a forty-one (41) unit new construction senior development (aged 55 and older). The project will consist of twenty (20) one -bedroom units and twenty-one (21) two -bedroom units. Units will be affordable to individuals between 40% AMI and 60% AMI, which means units will be affordable to seniors with annual incomes between $13,200 and $38,580. Nine (9) units will be affordable to households at or below 40% AMI and the remaining thirty-two (32) units will be affordable to households at or below 60% AMI. Thirty-one (31) units will be ADA accessible. There will also be forty-one (41) parking spaces in a surface lot. 51 Housing FYI CDBG/HOME Funding Request 22. Identify the location of the proposed project. 103D-1D70 William Street, Iowa City (Intersection of Towncrest Drive and William Street), as shown in the below map: i? w rd IIIW M. na - •-I w- 14 JY .o,... I S I`i Proposed Site 173 13 Q. 0 'riWlrc r. L'.r unHery aF4CW 91. grrEF li ��I;rR •�tl'JE DIe�P.AM Irp JLYM �T�OIif aG+N rnyetMtldA+NmnYerm.ptMnv P'.�-^ e'PIS'CNM+d �FrcIXL1 my � me hwsirt mu rofere+M1 The proposed site is ideal for senior housing, as it is within extremely close proximity to amenities vital to the senior population. In particular, grocery stores, pharmacies, senior centers and medical services are all located within one -mile of the projects proposed site. This location allows seniors to engage with the community as a whole. Please refer to the chart below which highlights specific amenities and their respective distance from the site: Senior Oriented Amenities Within Close Proximity to Proposed Site Amenity Name Address City Distance (Mil Grocery Store Hy-Vee 812 South Ist Avenue Iowa City 0.2 Grocery Store United Natural Foods 2340 Heinz Road Iowa City 1 Senior Center Home Instead Senior Care 1700 South Ist Ave #28 Iowa City 0.6 Senior Center Elder Services Inc 1556 South Ist Ave Iowa City 0.5 Senior Center City of Iowa City Senior Center 28 South Linn Street Iowa City 1.9 Medical Services Caring Hands and More 1556 South Ist Ave Iowa City 0.5 Medical Services Free Medical Clinic 2440TowncrestDrive Iowa City O.J. Medical Services Heartland Healthcare Associates, P.C. 1700 South 1st Ave Iowa City 0.6 Medical Services Ul Family Care Southeast 1130 South Scott Blvd Iowa City 0.8 Pharmacy Walgreens 2214 Muscatine Ave Iowa City 0.3 Pharmacy Tpwncrest Pharmacy 2306 Muscatine Ave Iowa City 0.2 23. 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— 60% median income households (a) _9 households (b) _.3Z_ households (c) Housing 52 FY14 CDBG/HOME Funding Request Number between 61 - 80% median income households (d) Number between 80 - 100% median income Number over 100% median income Total Percent LMI 24. Does the proposed project pay full property taxes? X Yes O No households (e) households (f) _41 households (g) _I00% (a+b+c+d)+g If YES, what is the estimated value of taxes generated from this Project? Taxes are projected to be approximately $39,000 and will be based on the State of Iowa's Section 42 property tax assessment spreadsheet. If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? OYes ONo If yes, what is the percent of full taxes paid? %and amount paid is 25. Does your project represent an innovative solution to meet the specific need it is intended to satisfy? If so, please explain. 3DD and its parent company Platinum Health Care (PHC) have extensive experience within the senior housing market, including affordable senior housing, nursing homes and supportive living facilities (SLFs) throughout Illinois, Iowa, Missouri, Wisconsin, Indiana and Ohio. Overall, Platinum Heath Care and 3DD own and manage more than 3,100 skilled beds throughout twenty-seven (27) nursing homes, one (1) SLF and three (3) affordable independent senior buildings. Platinum also provides a full range of back office functions and client services on a contractual basis to senior housing communities. Since 2001 PHC has been contracted by a variety of facilities and has annual revenues in excess of $80,000,000. Through this experience, along with the experience 3DD has gained through their three senior affordable LIHTC projects similar to what is being proposed in Iowa City, 3DD has created a model for providing high quality senior housing. First, the building has an abundance of common space located on the first floor to foster a sense of community. The proposed project has approximately 2,500 square feet of community space (lobby, sitting room, fitness room, computer/library). Secondly, 3DD's buildings include wellness centers where visiting health practitioners can examine and treat residents right on -site. 3DD and the property manager will coordinate these visits according to the needs of the residents. Finally, 75% of the units are ADA accessible, meeting a big need in the senior community and allowing seniors to age in place. 26. 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 proposed project will create 41 units of new affordable housing for seniors at or below 60% AMI, 21 of which will be two -bedrooms and 20 of which will be one -bedroom units. Objective: O Suitable living environment Outcome: O Availability/accessibility Output Indicator: O Persons Housing X Decent affordable housing X Affordability O Households 53 O Creating economic opportunities O Sustainability X Housing units FY14 CDBGIHOME Funding Request 27. 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 Fiscal Year Funds Recv'd Amount (as of 12/31/12) Date All Units Completed FY10 (July 2009 — June 2010) $N/A $ $ $ $ $ FY11 (July 2010 - June 2011) FY12 (July 2011 - June 2012) FY13 (July 2012 - June 2013)* $ $ *Six months remaining in FY13 at time of this application. 28. 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. 29. Please provide a narrative of the education and experience of the key staff who will be implementing the development project. Staff does not include volunteers, board members and consultants. If utilized, please identify what role a consultant will play in the development of this project. Ben Porush is the 3DD Director of Operations and will be the day to day contact for the project. Ben Porush joined 3 Diamond Development in January 2009 as their Director of Operations. In his role with 3DD Mr. Porush has built strong relationships with municipal officials and other industry professionals. Ben has been successful in establishing 3DD as a group known for their commitment to serving the Senior Community with dignity and pride. Among his other responsibilities, Ben is heavily involved in site selection as well as building and amenity design. Mr, Porush also works closing with property management to identify services for the residents. He also serves a key liaison between 3DD and its investors and lenders. Lastly, Mr. Porush handles the on -going asset management of 3DD's senior portfolio, which includes interacting with investors and lenders, ensuring annual and quarterly reports are filed on time, and monitoring the on -going operations of each building. 3 Diamond has assembled an experienced development team, all of whom were members of the Diamond Senior Apartments of Wingate Drive building in Dubuque. Each team member has significant LIHTC experience and brings a unique and established knowledge to the project, and will play key roles in the day to day oversight of the project. Financial Consultant: Lighten -Gale Group (LGG) serves as financial consultant to the project. LGG is coordinating all of the private and public financing for this project, and has served has served as the financial consultant in all of 3DD's senior affordable housing developments. Maggy Tinucci, senior project manager for LGG, was the consultant for 3DD's LIHTC in Dubuque and is primarily responsible for structuring the financing of the deal, and completing all financing applications. LGG will also negotiate with lenders and investors once the LIHTC allocation has been approved to bring the project to closing. LGG will also assist with the construction draw paperwork. Property Manager: Paramark Real Estate Services provides a wide range of Residential Property Management services, customized to meet the unique needs of each of their . Their integrated team -based approach facilitates effective and timely communication between all parties, from tenants to property Housing 54 FY14 CDBG/HOME Funding Request managers, vendors to facility technicians, accountants to our most important point of contact — clients, The Paramark team has a wealth of experience and provides residential management services for Conventional Apartment Complexes and Communities, Section B, Section 42 & Section 236 Apartment Facilities, Residential Associations (Townhomes and/or Condominiums) and Cooperative Housing. Paramark also serves as property manager for Diamond Senior Apartments of Wingate Drive (in Dubuque). Paramark was able to reach 100% occupancy for the Dubuque building in less than six months. The building remains 100% occupied with a waitlist. 30. Please describe your organization'sstructure, officers and staff, as it relates to the overhead cost for this project. 3DD was formed in 2008 as an offshoot of Platinum Healthcare (PHC) to provide them with an additional service, namely affordable senior housing, under their already vast umbrella of senior amenities. Platinum provides 3DD with total access to all financial tools and back -office personnel in order to maintain a highly efficient and productive operation. As displayed in the organizational chart below, Platinum is meticulously structured and extremely well -organized with individuals who have immense experience within the realm of senior care. As an extension of Platinum, 30D has access to this wide array of expertise. 5MF-OWNED WI LE45ED 5NF/P1r OWNEP Ben Klein and David Porush are each 50% owners of 3DD. Ben Porush, as described above, is the Director of Operations and will handle the day to day operations of the project 31. Provide a summary of your organizaton's portfolio. Include how many rental units you own/manage, how many homes you have built/rehabilitated/sold and what projects are in the pipeline. 3DD and its parent company Platinum Health Care (PHC) have extensive experience within the senior housing market, including affordable senior housing, nursing homes and supportive living facilities (SLFs) throughout Illinois, Iowa, Missouri, Wisconsin, Indiana and Ohio. Overall, Platinum Heath Care and 3DD own and manage more than 3,100 skilled beds throughout twenty-seven (27) nursing homes, one (1) SLF and three (3) affordable senior buildings. Platinum also provides a full range of back office functions and client services on a contractual basis to senior housing communities. Since 2001 PHC has been contracted by a variety of facilities and has annual revenues in excess of $80,000,000. 3DD owns and operates three LIHTC senior affordable housing properties within Its portfolio for a total of 210 units, as described below: Wrightwood Senior Apartments (89 units), 2815 W. 79th Street, Chicago, Illinois: Wrightwood Senior Apartments was awarded LIHTCs from IHDA in 2008, closing on financing and began construction in August 2009. The project finished two months ahead of schedule and reached 100% occupancy by December 2010. The building is currently 100% occupied with no vacancy. 55 Housing FY14 CDBG/HOME Funding Request Diamond Senior Apartments at Wingate Drive (61 units), 1401 Wingate Road, Dubuque, Iowa: This project was awarded LIHTCs from the Iowa Finance Authority in June 2010, and closed on financing in December 2010. The building has completed construction and is currently 100% occupied. Diamond Senior Apartments of Oswego (60 units), 3350 White Oak Drive, Oswego, Illinois: This project was awarded LIHTCs in October 2010, and closed on financing and began construction in June 2011. The building is currently 100% occupied with no vacancy. Aside from the proposed project, 3DD does not have any other projects in the pipeline with pending LIHTC awards. Housing 56 FY14 CDBG/HOME Funding Request o m � m a m 0 0 0 m n MI w w m w I w w w w w wl I mi Y w n ry n , n I M m m w a o 8 m w ^' ry n m rv' o E li. of n w w w N m o o oll ry I I I o v �I �I ry n m o mN N- n m m w » m w o w w w a gl- MOI rvl I I ' w I El �. I I � o m m ry m m M o m n m �I I m ry ? v - ml o m w. m m w ry m m m m ry it FE I I f o •«• ,. I 1 Ni y N co c° Q N ❑ 01W� c w s m �pm�((.. � = U C N m U � m CI C N o N N N � ._(O- Q L CL � � � NI M V h� !� W� W M V' N� �➢ r. W� � W� u. -- 0 00 57 0 m ry a m K a ry m e i m n R' } ry m ry mi ri N ml Q W m.. LP C c o LL N o N 0 oiL LL m m v n m 3 p m m o W C .- N V t0 W m O J N N N N N NN ' N Nn m m I r a 0 � O, d N �:, , w 0 � _ IN Q W cN IN v ry IN IN I f W IN IN Q IN j r a ry $ w w v, w w w IN w m w 5ININ $ > w. IN .» o w' w. I w w� w w lrI „. w IN w w w w w w w IN IN p' In 70 IN IN w. IN 11w w w IN IN IN w w IN v,INw w u, m IN 11) T Io m w mlrIm ry m .IN _ 59 p ❑ k O L U c 6 ❑ �.. LLB. Q w v LL'. � u N m � W'. x NI = F- ~ 3 a l4 U', N 3 o 0 LL 0 U F- ~' 3 0 LL U W� Q m 1- ~'. 3 o= LL,. U N .�t0- a � a x 7" � o C. m, �, Z U Z G. ¢] F �I z o K w I r m g o I i — o w a m w cE o. V o n si n Y ry v ry o N K w � 4 � w 60 Public Facility, Planning & Other Projects 1. Name of Project: Downtown Facade Improvements JAN 18 2. Total Amount of CDBG Funds Requested: $50,000 U �Uf3 3. Applicant Name: City of Iowa City Applicant Address: 410 F. Washington Street DUNS Number: 782621940 Signature (please use blue Ink):,_���,% 4. Contact Person: David Purdy Phone Number: 319-356-5489 Fax Number: 319-356-5217 Email Address: david-purdy@iowa-city,org 5. Location of proposed project: Downtown Iowa City 6. Did you attend the Applicant Workshop? ❑ NO X YES - Please indicate date attended: X12/19/12 or ❑ 1/8/13 7. brief summary of the proposed project (please 6mlt response to a paragraph). This project would provide financial assistance to improve the facades of. downtown businesses. Many of the businesses are in old, energy inefficient buildings whose facades are in disrepair. The program would provide financial assistance in the form of a forgivable loan that would cover up to 40% of the faSade improvements. The property owner would have to own the building and maintain the improvements for 5 years and enter into a deed restriction with the City, Facade improvements include such things as window replacement, creating new or modified entrances, repairing or replacing awnings; painting; siding replacement, tuck work, roof repair, lighting, brick replacement, or any other exterior improvements. 61 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015 (www.icgov.org/actioni)lan or review Application Rehab; Publicly or Privately Owned Commercial Low Priority Need Priority Need Level (High, Medium or Low) 9a. 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, including whether other agencies will be housed in or will be allowed to use the facility. There are at least four applicants interested in the downtown facade improvement program. It fills a gap in CM STEPS as outlined on page 75: "There are specific needs within neighborhoods such as business district revitalization". In addition, on the same page, economic development activities are listed as a priority for the five year period of the City Steps Plan. The City of Iowa City Economic Development Committee, at its December 18, 2012 meeting, decided this activity would be an appropriate use of FY13 CDBG funds and recommended $67,000 be appropriated for the purpose. The Housing and Community Development Commission, at its January 2, 2013 meeting, approved the recommendation. The funds will be part of a Downtown Incentives Toolkit which will also include funds for health and safety improvements (sprinkler installation, upper Floor accessibility, energy efficiency), business start-ups/expansions, upper level build -outs and improvements, and preservation/rehabilitation for owner occupied housing. The program will also work closely with the Downtown District. Facade improvements will improve the useful life of the buildings and ensure that our downtown structures remain viable for the foreseeable future. Facade improvements typically do not increase the taxable value of the property nor do they increase the property owner's cash flow from leases significantly, thus the City would like to incent property owners to invest in these properties. CDBG funds under the Slum and Blight National Objective can only be used for fagade improvements or to correct major code violations. One example of a need for the program is from a business owner that reports that every time it rains, water leaks from several different windows and when it is windy, employees and customers can feel the drafts. Windows are permanently stained with streaks from water. 9b. Will this project address the established priorities in the City's Strategic Plan? Please identify the priority(s). (www.icgov.om/strategjc an) This project will meet the city council priority in the City's Strategic Plan of "Development Downtown and Near Downtown". The goal is to promote the growth of the Downtown and Near downtown areas. The specific defined action is to "investigate new programs that will increase the marketability of existing properties." 10. 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 Public Facility, Planning & Other Projects 62 FY14 CDBG/HOME Funding Request for any organization that expects to receive over $500,000 from all federal sources. Also include a budget for the other items under Budget Considerations in the FY14 Applicant Guide. 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 including whether Public or Private Type Status =_ L 8 a B c E S Please place an 'X' in the box that applies: Rehab $ 50,000 $75,000 Private financing X X $ $ Total $ 50,000 $75,000 Amount of private\agency\other funds $75,000 (a) Amount of CDBG funds $50,000 (b) Total Project Funding $125,000 (c) (a + b) Number of persons assisted 3-4 Businesses (d) (see question 19) Total cost per person NA(e) (c : d) Total CDBG Cost Per Person NA (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. Volunteers have not been recruited for the skilled work. Unless projects are very small, they will be competitively bid and Davis -Bacon rules will apply. Public Facility, Planning & Other Projects 63 FY14 CDBG/HOME Funding Request All funds go towards the cost of the repair. Costs for city staff to accept and review the applications, ensure all CDBG rules and regulations are followed, projects completed on time, etc. will be through other city funds. City staff will work with staff and businesses in the Downtown District to advertise and promote the program. Unskilled labor Skilled labor ( ) hours I x $10 per hour = x $ per hour = $ $ hours hours Skilled labor ( ) x $ per hour = $ Total $ 12. What percentage of the proposed budget will be made up of private funds? 60% 13. If your agency received Aid -to -Agency funds from the City last year explain whether that funding could have been used for this project? The City of Iowa City did not receive Aid to Agency funds last year. 14. Describe what efforts have been taken to secure private or other public funding? The program has been designed so that the property owner must pay at least 60% of the total facade improvements to be eligible for the 40% match. 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note, If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: July 1, 2013 Beginning of City Fiscal Year and Project Start Date July 30, 2013 Availability of faSade funds is promoted and explained to downtown businesses August 2013 Applications are received and evaluated, funds are distributed Environmental and SHPO assessments are completed September 2013 Architectural services begin October 2013 Facade improvements begin March 2014 At least 50% of funds are expended Public Facility, Planning & Other Projects 64 FY14 CDBG/HOME Funding Request June 1, 2013 All facade improvements are completed June 30, 2013 2013/2014 Facade project closed out 16. Explain why this project needs and is worthy of the requested public subsidy. Downtown facade improvements are needed to improve the structural appearances of buildings, maintain the historic integrity of buildings, and continue business district revitalization. The Iowa City Fire Department has reported numerous downtown fire code violations related to facade deficiencies. These include exit width violations, breached openings, and insufficient egress capacity. This project will allow downtown businesses to address these health and safety needs. 17, If funding is granted for this project, what steps are in place to decrease the likelihood it will require further subsidy in the future? This will be a pilot program. The City hopes to make long term investments into the viability of the downtown buildings. The improvements contemplated will be designed well, be energy efficient, and use appropriate, durable materials. 18. In what manner or form will the project proceed if it is awarded less than full funding? If the project has several individual components, please prioritize them according to your needs. If project is awarded less than full funding, then the project will still proceed. Fewer projects will be completed. 19. 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 COBG Agreement). NA. The project meets the national objective of the prevention of slum and blight within an urban renewal area. Income tracking is not required. 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) (atbtc)=f Please describe the basis or methodology used to estimate the number of clients to be served (i.e. survey, last year's reports, etc.) 65 Public Facility, Planning & Other Projects FY14 CDBG/HOME Funding Request 20. Does your project represent an innovative solution to meet the specific need it is intended to satisfy? If so, please explain. The Downtown Facade Improvement does represent an innovative solution to the need it is intended to satisfy. Since it will be part of the Downtown Incentives program, several different sources of funding can be used to address not only facade improvements, but health and safety issues, business start-ups, upper level improvements, and preservation/ rehabilitation for owner occupied housing. It will be part of a comprehensive program to revitalize downtown Iowa City. 21. 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: Cl Suitable living environment Outcome: Cl Availability/accessibility Output Indicator: O Persons 22. Identify the location of the proposed project. The project will occur in the Downtown area. O Decent affordable housing X Creating economic opportunities ❑ Affordability ❑ Households 23. Does the proposed project pay full property taxes? X Yes ❑No If yes, what is the estimated value of taxes generated from this Project? Property owners pay full property taxes on the buildings. X Sustainability X Businesses If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes or a reduced tax rate? OYes 13No If yes, what is the percent of full taxes paid? %and amount paid is 24. 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 Date All Units (as of 12/31/12) Completed FY10 (July 2009 — June 2010) $ $ $ FY11 (July 2010 - June 2011) $ FY12 (July 2011 - June 2012) $ $ FY13 (July 2012 - June 2013)* $ $ Public Facility, Planning & Other Projects 66 FY14 CDBG/HOME Funding Request * Six months remaining in FY13 at time of this application. This is a new, pilot program. However, the city has received funds for other CDBG programs in the last 4 years. For housing repair, it received $230,000 in FY10, $282,024 in FY 11, $252,024 in FY 12, and $400,000 for FY 13. All housing repair funds in FY10-12 were expended during the year. In FY 13 almost half of the funds have been expended by 12/31/12. 25. 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. 26, If the applicant has not received HOME/CDBG funds in the past three years, please provide evidence of your organization's administrative capacity, financial skills, commitment and/or experience to undertake and complete the proposed project within the established timetable and budget. NA 27, Please describe your organization's structure, officers and staff, as it relates to the overhead cost for this project. The City is organized under the Council -Manager form of government. The City administers millions in federal and state funds annually. Community Development staff and the City Manager's office will administer this program to ensure the compliance with all applicable regulations. Public Facility, Planning & Other Projects 67 FY14 CDBG/HOME Funding Request iA, :A'A. efrl7C%lrVfTY1 ATM � Y u cal As You E Public Facility, Planning & Other Projects 1. Name of Project: 1105ProjectPhase 11 2. Total Amount of CDBG Funds Requested: $120,000 3. Applicant Name: The Crisis CenterofJohnson County Applicant Address: 1121 Gilbert Court, Iowa City, Iowa 52240 DUNS Number: 16-649-0613 Signature (please use blue ink): 4. Contact Person: Becci Reedus Phone Number: 319-351-2726eXt. 109 Fax Number: 319-351-4671 Email Address: bear.reedus@jccrisisceriter.org 5. Location of proposed project: 1105 Gilbert Court, Iowa City, 1A 52240 R JA1EIVED N 18 2013 6. Did you attend the Applicant Workshop? ONO DYES -Please indicate date attended: 7112/19/12 or 01/8/13 7. Brief summary of the proposed project (please limit response to a paragraph). The 1105 Project, a facility located at 1105 Gilbert Court in Iowa City, will be future home to the Free Lunch Program and Natrona/AIlion ce for Alen tallNness —Johnson County, provide outreach service space for the Domestic Violence Intervention Program and offer support group and meeting space for The Crisis Center of Johnson County. The Crisis Center received M3 CDBG funds for Phase I renovation costs, which included asbestos ahatemen4 roof replacement and interior demolition. Phase 11 funding is sought for Interior buildout completion of the spaces required to house each agency's functions. 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015 (www.icgov.org/actionplan of review Application Guide). _Prevention & Outreach Activities High Priority Need Priority Need Level (High, Medium or Law) 9a. 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, including whether other agencies will be housed in or will be allowed to use the facility. The 1105 Project is the first of its kind in the Iowa City area — a collaboration of four agencies who provide distinct but related services, housed in a common facility, working together to address the multi -layered needs of at- nsk populations. The participating agencies include the Domestic Violence Intervention Program (OVIP), Free Lunch Program (FLP), National Alliance on Mentat Illness —Johnson County (NAMI-JC) and The Cr/ss Center ofJohnson County. Public Facility, Planning d Other Projects 70 FYI CDBG/HOME Funding Request In today's society, domestic violence is widely known to be one of the greatest physical dangers to women. Women, men and children are murdered each year and the risk of child abuse is much greater in households where domestic violence occurs. The Domestic Violence Intervention Program (DVIP) began in 1977, providing direct service support to more than 28, 000 women, men and children during the past two decades. In one year DVIP will answer approximately 18,000 crisis/phone calls and provide more than 8000 nights of safe shelter to approximately 400 women and children. At 1105 Gilbert Court, DVIP will provide outreach services to clients who are not currently being sheltered, such as individuals who who are unable to leave an abusive situation or have transitioned out of shelter and require ongoing support, and teenagers who are victims of abuse. Support groups will meet at the facility, which in addition to pro viding adequate space, offers additional security for DVIP'i shelter location to remain undisclosed in the community. DVIP will also relocate administrative functions to the 1105 Project, freeing up space for additional client services at their shelter location. According to a comprehensive study done by Feeding America published August 2011, the rate of food insecurity in Johnson County is 13.4%, or 16,690 individuals. The rate of food insecurity for children is even higher at 16.991o, or 4,090 individuals in Johnson County. Feeding America has also determined that 55% of those children live in households that are likely ineligible for federal nutrition programs. In 2012, the Free Lunch Program (FLP) provided 41,750 meals to individuals. For some who visit regularly, this is their only warm, nutritionally complete meal of the day. As the program celebrates its 36" year of operations, their budget remains miniscule compared to the amount of meals served because of the ongoing commitment of 900 volunteers who provide, prepare and serve food six days of the week, every week. The Free Lunch Program's current location in downtown Iowa City, though technically ADA compliant, has accessibility issues and lacks necessary kitchen and storage space. The new space in the 1105 Project will be specifically designed to meet the needs of the Free Lunch Program clients, volunteers and staff. In addition, relocating to southeast Iowa City will mean the program can be more conveniently accessed by the clients FLP serves. The National Alliance on Mental Illness (NAMI) is a national network of more than 250, 000 members with affiliate chapters in all 50 states. The Johnson County chapter of NAMI provides self help, education, support and advocacy, all dedicated to improving the lives of individuals and families affected by mental illness in Iowa City including those with bipolar disorder or manic depression, schizophrenia, obsessive -compulsive disorder, and depressive, anxiety and panic disorders. NAMI - Johnson County services at 1105 Gilbert Court will include support groups for individuals living with mental illness, as well as their families and care providers, and trainings for the general public. The organization's occupancy costs at 1105 are projected to be lower than their current space so that additional funds can be reallocated to pro viding these needed services. The Crisis Center's new space at 1105 alleviates the need to substantially renovate our current building at 1121 Gilbert Court. The 1105 facility will create private support group meeting spaces. In addition, larger volunteer trainings can be held at 1105, increasing volunteer capacity to provide frontline crisis and suicide prevention and intervention services, food insecurity programs, and emergency financial assistance to maintain adequate housing. It would also accommodate space for future program growth. In addition to the collaborative opportunities that exist for these four agencies, the 1105 Project will also provide large meeting space for trainings and community events hosted by other organizations and community members, and a commercial kitchen that can be rented for small-scale food production by local food providers. 9b. Will this project address the established priorities in the City's Strategic Plan? Please identify the priority(s). (www. icgov.orplstrateg icpla n ) Non -housing community development needs are a priority in the CITY STEPS plan, noting that both public facility improvements and social service needs in the community are significant, though funds are limited. The partnership represented by The Crisis Center of Johnson County, Domestic Violence Intervention Program, the Free Lunch Program, and the National Alliance on Mental Illness - Johnson County addresses a number of specific priorities, including pro viding emergency shelter, assisting low-income households in maintaining and retaining their existing housing,' providing low-cost and no -cost mental health services, teaching life skills, and addressing non - homeless special needs to prevent homelessness. Through co -location at the 1105 Project facility, the four agencies will continually seek collaborative opportunities to address additional gaps in service through new and innovative programming. The 1105 Project is expected to serve 42,833 low-income Iowa City residents on an annual basis. Public Facility, Planning & Other Projects 71 FYI CDBG/HOME Funding Request 10. 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. Also include a budget for the other items under Budget Considerations in the FY14 Applicant Guide. 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.) List Source of Type Status Expense Category (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget CDBG Funds Other Funds Other Funds it whether Public or Private c x a E Please place an Win the box that applies: Interior Buildout $100,000 $155,000 Private, X X Received & Pledged $409,000 Private, In Hand X 121 & Pledged 2013 Contractor Fees $10,000 $58,000 Private X Contingencies $10,000 $58,000 Private X Total $120,000 $680,000 Amount of private\agency\other funds $680,000 (a) Amount of CDBG funds $120,000 (b) Total Project Funding $800,000 (c) (a + b) Number of persons assisted _42,833 (d) (see question 19) Total cost per person $18.68 (e) (c _ d) Total CDBG Cost Per Person $2.80 (f) (b _ d) Public Facility, Planning & Other Projects 72 FY14 CDBG/HOME 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 = $0.00 Skilled labor ( ) Skilled labor ( J hours hours x $ per hour = $0.00 x $ per hour = $0.00 Total saw 12. What percentage of the proposed budget will be made up of private funds? _85_% 13. If your agency received Aid -to -Agency funds from the City last year explain whether that funding could have been used for this project? The funding for Aid to Agency is used for operational support; specifically the Emergency Assistance program, and could not ha ve been used for this project: 14. Describe what efforts have been taken to secure private or other public funding? The four agencies are in the midst of a formal capital campaign effort chaired by Jeff Barta, Crisis Center board member and financial advisor with Edward Jones Investments. The executive directors and board members of all four agencies, as well as several community volunteers, are participating in this fundraising effo it with a goal of $800, 000 to be raised for completion of Phase I and Phase II of the 1105 Project. As of 1115112, donations and pledges totaling $155,223 have been received. 15, Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note. If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: July 2013 Bidding Period & Construction Contract Award August 2013 Construction Begins December 2013 Substantial Completion of Construction February 2014 Facility Occupancy 16. Explain why this project needs and is worthy of the requested public subsidy. Each of these agencies provide a critical component of service that assists the City in maintaining stability and livability for its residents. Unexpected needs in Phase I, including asbestos abatement and roof replacement, significantly increased the costs of renovating 1105 Gilbert Court for occupancy by these four agencies. The requested CDBG funds will help the agencies avoid further delays in completion and occupancy of the facility The City of Iowa Ci" endorsement of the 1105 Project, through a Phase II CDBG funding award, will also provide incredible leverage as private funders consider their own Investment in the 1105 Project. Public Facility, Planning & Other Projects 73 FY14 CDBG/HOME Funding Request 17. If funding is granted for this project, what steps are in place to decrease the likelihood it will require further subsidy in the future? The 1105 Project's Phase II interior buildout will be completed in FY14. Specifically because of previous feedback from the City of Iowa City's Housing and Community Development Commission that local non profits need long-term strategic plans for addressing building maintenance, an endowment fund was created at the Community Foundation of Johnson County to help the four agencies avoid the need for public subsidy in regular maintenance of the 1105 facility. In addition to building funds, the capital campaign committee is currently seeking gifts to this endowment fund. As of 1115112, donations and pledges of $17, 000 have been received by the endowment 18. In what manner or form will the project proceed if it is awarded less than full funding? If the project has several individual components, please prioritize them according to your needs. Less than full funding of Phase II will delay the interior buildout of the 1105 Project facility while additional private funding would be sought. Such a delay impacts the participating agencies by continued higher operating costs, inadequate space for providing services and/or the setback of new services to be offered 19. 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 _42,281 persons (a) _153 persons (b) _123 persons (c) _123 persons (d) _153 persons (e) _42,63-3 persons (f) _99 % (a-I-btc)=f 75 % Please describe the basis or methodology used to estimate the number of clients to be served (i.e. survey, last year's reports, etc.) Because the projects service population includes the work of four agencies, each agency's numbers are detailed in the chart below. Crisis NAMI- Total Center* DVIP FLP JC* Number between 0 - 30% median income 4 450 41,745 82 42,281 Number between 31 - 50% median income 21 50 82 153 Number between 51 - 80% median income 21 20 82 123 Number between 80 -100% median 21 20 82 123 income Number over 100% median income 20 50 83 153 Public Facility, Planning & Other Projects 74 FY14 CDBG/HOME Funding Request Total 87 590 41,745 411 42,833 Percent LMI 53% 88% 100% 60% 99% Percent Iowa City Residents 67% 64% 80% 90% 75% *Income categories have been estimated. Methodologies: The Crisis Center used 2012 Suicide Survivor Support Group attendance sheets to determine the service population number. Currently, no income data is collected for this group but it can and will be collected to satisfy grant requirements in the future. The Cnss Center will also utilize space in the new building to conduct volunteer trainings, which will directly benefit the entire population of clients we serve. The Domestic Violence Intervention Program used 2011 service numbers to provide projections, as 2012 data was not finalized by the grant due date. These figures can be provided if so desired. Free Lunch Program used their 2012 meal count as well as data collected from client surveys. NAMI-JC used attendance numbers from speakers, educational classes and support groups in 2012, Surveys were competed for educational classes but not for people in attendance for speakers or support groups. 20. Does your project represent an innovative solution to meet the specific need it is intended to satisfy? If so, please explain. Because it represents the type of innovation that will move human services delivery forward in the Iowa City area, the 1105 Project has received support from the Johnson County Board of Supervisors, United Way of Johnson County, Community Foundation of Johnson County, City of Iowa City and community members. The 1105 Project is pro viding the opportunity for these agencies to reduce operational expenses by sharing space, equipment and administrative services. Co -location reduces a client's transportation costs and time investment, and increases likelihood of obtaining services that can lead to greater personal and financial stability. The agencies ha ve already identified additional service opportunities that will become available in the new building. Demand for the services to be provided — shelter, meals, and mental health services — continues to grow. The 1105 Project is an example of collaboration and partnership necessary to continue cost-effective support of our community's most vulnerable population. 21. 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 [] Decent affordable housing ❑ Creating economic opportunities Outcome: 9 Availability/accessibility M Affordability [] Sustainability Output Indicator: 9 Persons M Households [] Housing units 22. Identify the location of the proposed project. 1121 Gilbert Court, Iowa City, Iowa. 23, Does the proposed project pay full property taxes? []Yes 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? []Yes ❑No If yes, what is the percent of full taxes paid? .__ % and amount paid is $ Public Facility, Planning & Other Projects 75 FY14 CDBG/HOME Funding Request 24. 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 12/31/12) Completed FY10 (July 2009 — June 2010) FY11 (July 2010 - June 2011) FY12 (July 2011 - June 2012) $7,177.00 $7,177,00 6/30/11 $126,092.00** $123,342.00 ��10/23/12 FY13 (July 2012 - June 2013)* $200,000.00** I $20,000.00 *Six months remaining in FY13 at time of this application. **Please note that FY12 & FY13 budgeted amounts include Aid to Agency funding through CDBG. 25. 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. 26. If the applicant has not received HOME/CDBG funds in the past three years, please provide evidence of your organization's administrative capacity, financial skills, commitment and/or experience to undertake and complete the proposed project within the established timetable and budget. N/A. 27. Please describe your organization's structure, officers and staff, as it relates to the overhead cost for this project. The Crisis Center is led by our executive director, Becci Reedus, with three additional full-time and one half-time administrative staff; and six full-time program staff. We have a fully seated board of directors currently chaired by JanLeff. Becci and Jan are being assisted in oversight responsibilities for this project by an advisory group that includes: • David Lacina, retired from the construction industry • Nancy 5tensvaag, retired, former director of Habitat for Humanity • Diane Machatka, Associate Director of space planning and management for the University of Iowa • John Spitzer, professor of finance in the University of Iowa Tipple College of Business. No overhead costs have been included in the project. Public Facility, Planning & Other Projects 76 FY14 CDBG/HOME Funding Request Public Facility, Planning & Other Projects 1. Name of Project: Free Clinic Basement Upgrade 2. Total Amount of CDBG Funds Requested: $ 85,371.00 3. Applicant Name: Iowa City Free Medical and Dental Clinic Applicant Address: 2440 Towncrest Drive; Iowa City, IA 52240 DUNS Number: 180268385 % Signature (please use blue ink): 4. Contact Person: Barbara Knogracie Phone Number: 319-337-4459 Fax Number: 319-341-0054 Email Address: bvinograde@freemedicalclinic.org S. Location of proposed project: 2440 Towncrest Drive; Iowa City 6. Did you attend the Applicant Workshop? ❑ NO AYES - Please indicate date attended: 77112/19/12 or M /8/13 7. Brief summary of the proposed project (please limit response to a paragraph). Currently, the Iowa City Free Medical and Dental Clinic's basement is used for storage only. Before our purchase of the building in 2006, it sat vacant for 6 years. The basement's dampness and poor air quality make it unsuitable for patient services.This project will fund needed Improvements in basement air quality to make the area usable for clinic services, and will make improvements outside the building to deter further water damage. The upgraded space will provide rooms for prevention/education classes, support groups and other activities for Clinic patients with chronic diseases. Basement improvements will include: Removal and replacement of carpeting. Repairs to walls and ceilings. Improved air circulation system. Reconstruction of existing restroom to an ADA restreom. Installation of a new water heater in the west furnace room. Foundation improvements to outside of building to stop further water damage. New driveway along north side to stop further water damage. 77 Public Facirify, Planning d Other Projects FYI CDBGIHAME Funding Request 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015 (www.icgov,org(actJio an or review Application Guide). Health Facilities Low Priority Need Priority Need Level (High, Medium or Low) 9a. 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, including whether other agencies will be housed in or will be allowed to use the facility. Although this project's priority need level is rated low in CITY STEPS, there are several compelling reasons for funding. Clinic medical and dental services, provided at no cost to the patient, contribute to family as well as neighborhood stability. During FY12, we served over 2,300 clients and had 5,729 clinic visits. The majority (approximately 93%) of Free Clinic patients were very low to low income, and 95% were uninsured or underinsured. In FY12, as in previous years, we served many first time users, people who had recently lost their jobs and/or income. Of the 2,303 clients we served, 1,182 were new patients. As a vulnerable population, our patients struggle with access to affordable medical and dental care, and without the Clinic such access would be difficult if not impossible. The Free Medical Clinic collaborates with many area businesses and agencies, including Hills Bank and Trust, University of Iowa Community Credit Union, Towncrest Internal Medicine, and Church of the Nazarene. Our Volunteer Coordinator works with approximately 250 volunteers from Mercy Hospital, University of Iowa Hospitals and Clinics and the community to provide the most comprehensive medical and dental care possible. If funded, this project would provide the space needed to expand upon our existing Case Management Program, which serves many Johnson County residents diagnosed with chronic diseases. Currently, patients in the Program receive continuity of care and a comprehensive range of services, including an initial assessment and treatment plan, lab testing, medications, and appointments with specialists. Having a usable basement would provide several rooms to hold prevention and educational classes and support groups to address challenges that accompany diagnoses of hypertension, diabetes and obesity. Topics for such groups would include nutrition, diet and exercise. These groups would add a very important preventative component to the Case Management Program. 9b. Will this project address the established priorities in the City's Strategic Plan? Please identify the priority(s). (www_icgov.org/strateg icolan) This project will address the Economic and Community Development Priority in the City of Iowa City's Strategic Plan. The stated goal of the Economic and Community Development Priority reads: "The City strives to expand and diversify the economic base of the community, particularly in existing planned commercial and industrial areas that have established supporting infrastructure." The City of Iowa City's Strategic Plan has targeted the Towncrest neighborhood for new development. In fiscal year 2012, through CDBG funding, the Clinic received a beautiful new faSade, which was showcased to the community in a June 2012 CDBG/Free Clinic Ceremony and Open House. This successful project sent a clear message to many business owners and neighborhood people about the areas potential. Access to affordable care is a priority for vulnerable populations, and a necessity for people to lead productive lives and contribute to the economy. Without access to affordable care, economic opportunities for all people, including our diverse patient population, are limited; people cannot work if they are not healthy. The goal of the Basement Upgrade Project is to increase and improve Clinic services for our patients with chronic illnesses. The project's completion will not only bring an expansion of clinic services; it will more people to the Clinic, both patients and volunteers. As a result, it will increase the area's usage and visibility and continue to play a part in the overall growth of the Towncrest area. Public Facility, Planning & Other Projects 78 FY14 CDBG/HOME Funding Request 10. 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. Also include a budget for the other items under Budget Considerations in the FY14 Applicant Guide. 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.) List Source of Type Status Expense Category Other Funds (e.g. salaries, including acquisition, rehab) whether c S If possible, please CDBG Public or x H a PS E prioritize the budget Funds Other Funds Private v do ® u Please see attached Please place an Win the proposed budget box that applies: Total $ 85,371.00 $ Amount of private\agency\other funds $ (a) Amount of CDBG funds $ 85,371.00 (b) Total Project Funding $ 85,371.00 (c) (a + b) Number of persons assisted 475 (d) (see question 19) Total cost per person $ (e) (c .' d) Total CDBG Cost Per Person $ *** (f) (b .' d) ***** Using our number of 475 patients with a diagnosis of diabetes and/or hypertension during FY12, CDBG cost per person for one year of services would be approximately $180 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 -- _ — 9 - Public Facility, Planning & Other Pi o/ects FY14 CDBG/HOME Funding Request 12. What percentage of the proposed budget will be made up of private funds 0 % 13. If your agency received Aid -to -Agency funds from the City last year explain whether that funding could have been used for this project? All funding received through Iowa City's Aid to Agencies was necessary for clinic operations, and used for mortgage payments, salaries, and clinic supplies. 14. Describe what efforts have been taken to secure private or other public funding? At this time, we have not investigated alternative sources of funding. 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note; If funded, this schedule will he used for any project agreement for the use of CDBG funding. Date: Description of Activity: July 1, 2013 Beginning of City Fiscal Year and Project Start Date July — August Improvements to Basement floors, ceilings and walls. September Air circulation system installed. October ADA approved bathroom installed. November Foundation improvements made and new driveway poured on north side. Project complete by December 31, 2013. 16. Explain why this project needs and is worthy of the requested public subsidy. The Clinic's Basement Upgrade project will support continued development of the Towncrest neighborhood. The Clinic's FY 2012 exterior improvements, funded through CDBG, have generated interest and enthusiasm in the area's potential. Additional redevelopment projects have been approved and new building has begun. The Clinic provides medical and dental care to a vulnerable population — primarily low-income residents of Johnson County. We are the only Free Clinic in Johnson County and one of the longest running free clinics in the country. Over the past 10 years, as our patients' needs have shifted, our services have changed. Management of chronic medical conditions, particularly diabetes and hypertension is now a Clinic priority. Our Case Management program is effective and successful, but having a usable basement would allow us to offer additional preventative and educational services to the patients with serve. Approximately 95% of clinic users have incomes at or below 80% of the local median income category. This is well over 51% mandate of the National Objective of the CDBG Program. The Clinic's mission, to provide the highest quality and most comprehensive medical and dental care possible to those in need, is integral to many members of our community. Access to affordable medical care is critical for all people to lead productive lives and participate in community growth. Public Facility, Planning & Other Projects :E FY14 CDBG/HOME Funding Request 17. If funding is granted for this project, what steps are in place to decrease the likelihood it will require further subsidy in the future? Knowledgeable and reputable business owners are the consultants in the planning of this project. These professionals consider efficiency, safety and longevity in their plans. Costs for making the needed improvements will increase with time, and improvements made now will prevent further damage. Please see attached estimates. 18. In what manner or form will the project proceed if it is awarded less than full funding? If the project has several individual components, please prioritize them according to your needs. The first priority (component) of this project would be to address the air quality. This would include 1) new carpeting and flooring for the downstairs bathroom; 2) repairs to the walls and ceilings; and 3) an improved air circulation system. Other improvements in the project include improvements to the outside of the building to minimize further water damage and a new driveway along the north side of the property. The basement has an alley entrance, with parking available, that would allow convenient and easy access for clinic users. 19. 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 _270 persons (a) 127 persons (b) 56 persons (c) 22 persons (d) persons (e) _475 persons (f) 95% % (a-hbtc)=f 57 ** % Please describe the basis or methodology used to estimate the number of clients to be served (i.e. survey, last year's reports, etc.) These estimates are based on the 475 Free Clinic clients with a diagnosis of hypertension during FY12. ** This percentage is an estimate, and based on the 2,303 patients seen at the Clinic during FY12. 1,300 were from Iowa City. 20. Does your project represent an innovative solution to meet the specific need it is intended to satisfy? If so, please explain. This project will create space for prevention/education classes, support groups and other interventions for patients with chronic diseases. These activities and interventions are essential for optimal control of diabetes and/or hypertension, and can lessen and/or decrease complications from these illnesses. Please see attached letter of support from the Director of Johnson County Public Health Public Facility, Planning & Other Projects 81 FY14 CDBG/HOME Funding Request 21. 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: Suitable living environment Outcome: ',Availability/accessibility Output Indicator: "b Persons O Decent affordable housing ® Creating economic opportunities 171 Affordability 13 Households ® Sustainability Housing units Objective: Continued participation in the improvement and expansion of the Towncrest area, and increased clinic services for vulnerable populations diagnosed with chronic diseases. Outcome: Necessary space for prevention/education classes, groups and other interventions addressing issues of nutrition, diet and exercise for patients with chronic diseases. Output: 475 persons, diagnosed with hypertension and/or diabetes during FY12, will have access to prevention and education classes, activities and groups recommended for optimal management of these diseases. 22. Identify the location of the proposed project. 2440 Towncrest Drive, Iowa City 23. Does the proposed project pay full property taxes? ❑Yes kJNo 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? 9 OYes `ONo If yes, what is the percent of full taxes paid? %b and amount paid is 24. 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 Recvd FY10 (July 2009 — June 2010) Budgeted Amount Amount Expended (as of12/31/12) Date All Units Completed 6/30/2010 06/30/2011 $ 5,000 $ 49,610 $ 5,000 FY11 (July 2010 - June 2011) FY12 (July 2011 - June 2012) $ 49,610 $ 215,115.25 $ 0 $ 215,115.25 06/30/2012 FY13 (July 2012 - June 2013)* $ 0 * Six months remaining in FY13 at time of this application. Public Facility, Planning & Other Projects m FY14 CDBGIHOME Funding Request 25. 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? 9, Yes C) No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. 26. If the applicant has not received HOME/CDBG funds in the past three years, please provide evidence of your organization's administrative capacity, financial skills, commitment and/or experience to undertake and complete the proposed project within the established timetable and budget. 27. Please describe your organization's structure, officers and staff, as it relates to the overhead cost for this project, A Board of Directors governs the Clinic. The Clinic employs four full time staff, three half-time staff, and five part-time staff. We have approximately 250 active volunteers. The Clinic's budget for FY13 was $ 419,150.00. The Clinic receives funding from Johnson County United Way, Johnson County, the Cities of Iowa City and Coralville, and Mercy Hospital. Our budget is also supported through grants, fundraising and private donations. These monies are used for our mortgage, payroll, clinic insurance, and clinic expenses. There is no secured funding in our budget for this project, or for any significant structural improvements. Public Facility Planning & Other Projects 83 FY14 CDBG/HOME Funding Request Stumpf Construction Services Inc "Bascment Doctor" P.O. Box 130 Riverside, Iowa 52327-0130 TO: Iowa City Free Medical & Dental Clinic Barbara Vinograde 2440 Towncrest Dr Iowa City Ia 52240 IF YOdJ ArGRF, i, TO THIS PROPOSAL rojma@stumpfconstructionia.com chad (c� stumpfconstructi on i a. com mj (j�stumpfconstrucitonia. com Office 319-648-3602 Fax 319-648-2902 PHONE/CELI. R's DATE: 337-4459 1-17-13 bvinograde@freemedicalclinic.org Page 1 of 2 PLEASE SIGN, I1AI'l' AND RETt,RN OINI+ COPY. Labor, material and equipment for the following reconstruction work in the lower level of the building to make it a clean and healthy area to conduct business. This work will also make the main level a healthier environment. Move files and stored items out of the reconstruction area and then move back in after work is done. $2400.00 Set up an air scrubber, clean above drop ceiling, walls and floors. Treat and kill mold or mildew with Concrobium mold control and slain remover. Apply Odrercide deodorizer throughout. $6687.00 Remove ceiling tiles around the perimeter, insulate CMU and box sill, these areas were never insulated. $2940.00 Replace up to forty ceiling tiles and adjust ceiling hanger system. $1190.00 Install a large window in the north concrete wall toward the west end of the north- west room. $5900.00 Repair drywall, prime and paint. $8465.00 After the carpet is removed in the stairway from the main level, fasten and glue loose members. $1462.00 Install new water heater in the west furnace room. Install four Bryant Ultraviolet Germicidal lights, one in each furnace to kill possible airborne mildew or mold spores Clean and seal HVAC duct work for the lower level, twenty-seven openings. Reconstruction for an ADA restroom. Remove and install new floor covering. Install two new overhead doors and operators. Trim and install new seals on two service doors at north east comer of the garage. $1095.00 $1687.00 $2200.00 $18000.00 $5998.00 $1782,00 $445.00 M Page 2 of 2 Garage: remove ceiling panels, fasten insulation and sound board. Replace approximately sixteen ceiling panels. $2820.00 Outside of the building locate and extend footing tiles and seal around the foundation. This work will minimize any possible water leakage inside the basement. $3600,00 Demo and pour new concrete driveway (1386 sq. ft.) along the north side of the property. The existing slab has broken up and is higher than the garage floor inside allowing water to run inside. $18800.00 Totalbid..................................................................... All material is guaranteed to be as specified. Any alteration or deviation from above specifications requested by owner involving extra costs will executed as additional work and will become an extra charge over and above the proposal. All agreements contingent upon strikes, accidents or delays beyond our control. Owner to carry fire, tornado and other necessary insurance. Our employees are fully covered by Workman's compensation insurance. Our payment terms are Net 15 days. $85,371.00 Submitted by: __Terry $t1A4Vt]J f TERRY STUMPF, PRESIDENT Note: this proposal may be withdrawn by us if not accepted within days. ACCEPTANCE OF PROPOSAL - The above prices, specifications and conditions are satisfactory and hereby accepted. You are authorized to do the work as specified. Payment will be made as outlined above upon receipt of invoice. Date of acceptance: SIGNATURE_ m PUBLIC HEALTH Douglas Beardsley, MPH Director Promoting Health. Preventing Harm. January 18, 2013 Barbara Vinograde, Acting Executive Director Iowa City Free Medical and Dental Clinic 2440 Towncrest Drive Iowa City, IA 52240 Dear Ms, Vinograde: It is my understanding that the Iowa City Free Medical Clinic is applying for Iowa City Community Development Block Grant funding for renovation of the Clinic basement. It is my further understanding that if funded, this project would increase clinic services by providing needed space for education, support and other interventions to address chronic diseases and their precursors. This letter is to let those reviewing your application know that any activities which enhance our community's ability to prevent, control or reduce the health consequences of chronic disease is highly endorsed by Johnson County Public Health. Such activities address local, State and National health priorities. The prevention and management of chronic disease is a major national priority addressed in the Patient Protection and Affordable Care Act (ACA). Goals of the ACA include reducing health care costs while improving health. The burden of chronic diseases, such as diabetes, heart disease and other behaviorally -linked conditions, has increased faster than any other sector of health care; this increase is predicted to continue as our population ages. Preventing, managing and reversing these chronic diseases through patient education and other behavioral interventions are critical. Development and implementation of strategies to address obesity and overweight, precursors to diabetes and other chronic conditions, are priorities at the State and local level as well. Iowa's Healthiest State in the Nation initiative and our Jolmson County Community Needs Assessment both call for environmental and individual strategies to prevent or reduce the prevalence of obesity. The population most difficult to reach but most in need of interventions are those in lower income brackets with less access to care. The Free Medical Clinic is in an ideal position to reach these populations. Again, I highly endorse efforts to secure funds through which space will be available for chronic disease management activities to take place. If I can provide additional details to support this funding, please let me know. Thank you for you work and the work of the Iowa City Free Medical and Dental Clinic. Sincerely Douglas L, Beardsley, MPH Director, Johnson County Public Health 855 S. DUBUQUE STREET, SUITE 217 # ninie r1Tv +nwfn 5924n • PHONE: (319) 356-6040 + FAX: (319) 356-6D44 92 Public Facility, Planning & Other Projects 1, Name of Project: Mayor's Youth Empowerment Program Service Center Rehab 2. Total Amount of CDBG Funds Requested: $114,270 3. Applicant Name: Roger Lusala Applicant Address: 407 Highland Ct, DUNS Number: 011402877 Signature (please use blue ink): 4. Contact Person: Karl Wilken Phone Number: 319-341-0060 ext. 7017 Fax Number: 888-883-1235 Email Address: k.wilken@myep.us 4 �7- c S. Location of proposed project: 407 Highland Ct., Iowa City, IA 52240 JAN 1 8 K113 6. Did you attend the Applicant Workshop? *0 NO- Have attended in previous years 0 YES - Please indicate date attended: 012/19/12 or 0 1/8/13 7. Brief summary of the proposed project (please limit response to a paragraph). This project consists of renovating the upstairs of the MYEP Service Center at 407 Highland Ct. Over the past two years considerable work has occurred in this space in order to continually take small steps toward the goal of a complete renovation of the upstairs. After all of this demolition work and building out the shell of the area it now sits empty and is ready for reconstruction. Our goal is to turn the upstairs into administrative office space. This would allow the entire downstairs of our Service Center to be fully devoted to our clients and the programming and services they receive from us. Over the past five years MYEP has experienced rapid growth. In 2008 our annual budget was approximately $250,000. This year it is $3,700,000.00. There are a lot of factors that contribute to this growth. A couple of the most notable being: the number of referrals we receive continually increases due to word of mouth at the County and State levels regarding the high quality of our services and our positive reputation; our commitment to providing services to clients that other agencies turn away due to their severe behavioral issues and their diagnoses of both intellectual disabilities and mental illness; and the after school and school break program we run for children with disabilities is one of very few in the area. Our services are in high demand and are vitally important to the community. However, due to our growth we have run into a space issue. We are currently unable to take on new clients simply because of this lack of programming space. Creating administrative office space upstairs would allow us to use the entire downstairs for programming which would allow us to continue to grow and provide our services to people in need. This renovation will include framing, sheetrock, painting, floor coverings, plumbing for the addition of a bathroom, electrical work, and the purchase and installation of an additional HVAC unit. Public Facility, Planning & Other Projects Ell FY14 CDBGIHOME Funding Request 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2011-2015 (www.iogcv.org/actionulan or review Application Guide). Priori Need Priority Need Level (High, Medium or Low 1. Child Care Center High 2. Youth Programming 3. Handicap Facilities High Medium 9a. 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, including whether other agencies will be housed in or will be allowed to use the facility. MYEP has a long standing history of partnering with the City of Iowa City in the accomplishment of a variety of goals and initiatives that benefit the community. In 1996, MYEP filed for and became a 501© (3) private, non profit corporation, Then in 2002 MYEP became a service provider under the State of Iowa Medicaid Waiver Home and Community Based Service (HCBS). Through these contracts MYEP provides Residential and Hourly Supported Community Living, Individual, Group, and Camp Respite, lob Coaching and Job Placement, Prevocational Services, Adult Pay -Habilitation, Adult Day Care, and Consumer Directed Attendant Care (CDAC). MYEP continues to look into expanding its services under the following Waivers: Intellectual Disability Waiver (formally known as Mental Retardation Waiver), III and Handicapped Waiver, Brain Injury Waiver, Physical Disability Waiver, Children's Mental Health Waiver, and the Residential Based Supported Community Waiver. MYEP currently serves over 230 families. In addition to the Medicaid services discussed above MYEP provides services to area at -risk youth through our Youth Leadership and FasTrac programs. The Youth Leadership program supports area at -risk youth to become socially, morally, emotionally, physically and cognitively competent members of the Iowa City community. MYEP promotes four proven areas to foster the best results when working with youth: integration of family, peers and the community; positive adult and youth interaction; work -based learning with area businesses and community services. The curriculum of the Youth Leadership program Includes: money management; preventing, identifying, and reporting domestic, physical and sexual abuse; preventing bullies; on-line safety tips; community services; the importance of post -secondary education; and much more. Public Facility, Planning & Other Projects IE CDBGIHOME Funding Request MYEP's after school and school breaks program for children with disabilities (ages K-12) is the only program of its kind in Iowa City. The parents of the 33 kids who attend this program will attest to the importance of our program in the Iowa City area. Many of these children have unique physical, emotional and social needs that would not be able to be met in just any after school care setting. The MYEP facility, its thoroughly trained staff, and the specialized programming we provide allow parents peace of mind that their children are being properly taken care of in a positive, safe, and enriching environment that allows them to continually expand their skills while being socially active with their peers. MYEP also provides unduplicated programming activities to area at -risk youth. This includes employment training and preparation, mentorship, crime prevention and awareness and college preparation and application assistance. Our FasTrac College Bound Program is designed to work with local high school students who are at risk for dropping out of school or failing. Our program works with these kids to teach them applicable skills and process through and problem solve the barriers they face. Once a student has stabilized in school we walk them through researching colleges, the college admissions process, the application process, and introducing them to grant, loan and scholarship opportunities. FasTrac provides them the opportunity to attend college level courses while still in high school in order to get an accurate understanding of the demands of college classes. FasTrac assists students and their families in accessing local colleges and universities through campus visits. Over the past four years, nearly all graduating seniors who participated in this program have applied and been accepted to college. Our FasTrac-E Program partners with the SPOT where we provide after school and summer programs for children from 4tn-6th grade. The overall goal of most of these activities is to protect them from adverse influences and to provide positive activities for them to participate in. The hours we hold following school dismissal statistically are when juvenile crime rates are the highest. After school and summer programs can reduce this type of crime activity. This program helps to lessen the likelihood of engagement in risky behaviors such as drug, alcohol, and tobacco use. This program also works to improve academic engagement and performance by focusing on barriers the children face. We concentrate on building conflict resolution skills and communication skills through the interactions the kids have with each other in the program. MYEP also provides group home services for adults with disabilities. We have 7 homes in the Iowa City area that we operate. Demand for our residential services is at an all time high. We recently built a wheelchair accessible home and are in the process of planning for a second. With our commitment to providing necessary living environments and daily supports for all types of physical and behavioral needs our services are continually being sought. Increasing the amount of programmatic space we have and at the same time increasing the amount of administrative office space will facilitate the agency's ability to continue to grow and flourish in the provision of our progressive and highly needed services. It is our belief that our services contribute to the achievement of the following High Priority CITY STEPS goals. • Activities that focus on crime prevention and awareness, child care, youth services, life skills, mental health services, and employment training. Public Facility, Planning & Other Projects m FY14 CDBG/HOME Funding Request Public facilities which house activities such as those in the first bullet. Investing in the physical facilities used by non-profit organizations, prolonging the life of the facility and enabling the agencies to continue in their missions. 9b. Will this project address the established priorities in the City's Strategic Plan? Please identify the priority(s). (wwv�_icg©v-.org/strategicp� in) Yes. Economic and Community Development. It is our belief that the job training work we accomplish with area youth as well as with individuals with disabilities, lends to their increased capability to be active members of the economic community. With our assistance our clients become more successful in maintaining gainful employment within the community. 10. 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. Also include a budget for the other items under Budget Considerations in the FY14 Applicant Guide. 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 including whether Public or Private Type Status x h 0 Rt E E Please place an 'X"in the box that applies: Upstairs Renovation $74,000 $10,000 agency 7-1-13 Electrical Upgrade $25,700 $ 7-1-13 HVAC $14,570 $ 7-1-13 Labor $ $7,500 volunteerism X 9-1-13 90 Public Facility, Planning & Other Projects FY14 CDBG/HOME Funding Request Budget Breakdown (Include only those costs directly related to the project.) List Source of Type Status Expense Category (e.g, salaries, Other Funds including acquisition, rehab) whether C E If possible, please CDBG Public or X a B prioritize the budget Funds Other Funds Private C U c $ $ Total $114,270 $17500 Amount of private\agency\other funds $17500 (a) Amount of CDBG funds $114, 270 (b) Total Project Funding $131 770 (c) (a + b) Number of persons assisted 237 (d) (see question 19) Total cost per person $556 (e) (c - d) Total CDBG Cost Per Person $ 482 (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 750 hours x $10 per hour = $7,500 Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Total $7,500 12. What percentage of the proposed budget will be made up of private funds? 13% 13, If your agency received Aid -to -Agency funds from the City last year explain whether that funding could have been used for this project? 14. Describe what efforts have been taken to secure private or other public funding? Due to regulations that surround and govern the agency's funding stream, public funds are unavailable to us. The agency regularly conducts fundraising efforts that concentrate on receiving private donations. However, 1 Public Facility, Planning & Other Projects FY14 CDBG/HOME Funding Request most donors are able to provide goods and services that benefit the agency not large monetary donations that would allow the agency to move forward with a project on this scale. 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note. If funded, this schedule will be used for any project agreement for the use ofCDBG funding. Date: Description of Activity: July 1, 2013 Beginning of City Fiscal Year and Project Start Date July 1, 2013 Obtain necessary bids August 15, 2013 Select contractors September 2013 Begin renovation February 2013 Project completion 16. Explain why this project needs and is worthy of the requested public subsidy. The agency has a proven, positive history of service provision in the Iowa City community. We have a range of essential services that no other local providers have. Our recent growth is testament to the high level of satisfaction of our clients, their families, and case managers and leaders in the field of disability services throughout the State of Iowa. The services that MYEP has provided in Iowa City since 1968 have directly benefited the community in a variety of ways. Children and adults with intellectual disabilities, at -risk youth, people with mental illness, people with behavioral disorders and the families of all of these people have all benefited from our unique services. Our services also have a positive economic impact. We employ approximately 170 people, individuals with disabilities from all over the state are moving to this area for our services 17. If funding is granted for this project, what steps are in place to decrease the likelihood it will require further subsidy in the future? We strongly believe that our proven history of running programs in a sustainable and profitable manner serve as evidence of our ability to maintain a larger program without the need for additional subsidies. Over the past 3- years an immense amount of work has been devoted to strengthening the agency's infrastructure and organizational strength. The success of these efforts can be seen through our growth as well our positive reputation throughout the State. This is also evidenced by ownership of our service center on Highland Ct., the additional of essential administrative positions, and the reworking of our organizational structure. In February 2013 we have a Director of Finance beginning employment with us. Our decision to add this vital position is one part of our strategy to continue to experience growth in a healthy and sustainable manner. 18. In what manner or form will the project proceed if it is awarded less than full funding? If the project has several individual components, please prioritize them according to your needs. Partial funding would be accepted. If this were the case, the order we would proceed in would be the electrical work, the HVAC system, framing, sheetrock, and finally the floor coverings. 92 Public Facility. Planning & Other Projects FY14 CDBG/HOME Funding Request 19. 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 117 persons (a) 37 persons (b) 47 persons (c) 36 persons (d) 0 persons (e) 237 persons (f) 84,8% (a+b+c)=f 92.5% Please describe the basis or methodology used to estimate the number of clients to be served (i.e. survey, last year's reports, etc.) Client count was taken from last year's billing reports. 20. Does your project represent an innovative solution to meet the specific need it is intended to satisfy? If so, please explain. As mentioned earlier in the description of our services and the related benefits to the community, MYEP provides many locally unduplicated services for children with disabilities and at -risk youth. Our innovation in doing so will continue on a larger scale if given the opportunity and resources to expand the number of local families we work with. Also, our after school program that works with children with disabilities has proven to be a valuable referral source. As these children age and graduate from high school and their parents begin seeking residential service options we already have an established working relationship with them. Many families are inquiring about our Residential services years before their children need the service because they want these services from us. This natural progression of aging out of one program and into another will allow us to keep Iowa City born citizens in this community, receiving the essential services they need to be successful. 21. 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: Xi7 Suitable living ❑ Decent affordable housing O Creating economic opportunities environment Outcome: XO Availability/accessibility O Affordability ❑ Sustainability Output Indicator: XO Persons O Households O Housing units Public Facility, Planning & Other Projects FY14 CDBG/HOME Funding Request 22. Identify the location of the proposed project. 407 Highland Ct., Iowa City, IA 52240 23, 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 XONo If yes, what is the percent of full taxes paid? Woo and amount paid is $ 24. 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 12/31/12) Completed $90,000 completed Completed FY10 (July 2009 — June 2010) $90,000 FY11 (July 2010 - June 2011) $27, 365 (CDBG) $27, 365 $99, 800 (HOME) $49, 800 1 of 2 lots purchased. 2nd will be purchased by 6/30/13 FY12 (July 2011 - June 2012) $ $ $ FY13 (July 2012 - June 2013)* $ *Six months remaining in FY13 at time of this application. 25. 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? X0 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. 26. If the applicant has not received HOME/CDBG funds in the past three years, please provide evidence of your organization's administrative capacity, financial skills, commitment and/or experience to undertake and complete the proposed project within the established timetable and budget. NA 27. Please describe your organization's structure, officers and staff, as it relates to the overhead cost for this project. MYEP is structured in a manner that promotes our ability to expand and grow in a healthy and steady fashion. The Executive Director oversees the entire operation and directly supervises two Program Directors, the Director Public Facility, Planning & Other Projects 93 FY14 CDBG/HOME Funding Request of Finance (Feb.2013), the Director of Quality Assurance, and the Director of Human Resources/Support Services. The Program Directors are responsible for their specific departments and they supervise Service Coordinators. The Service Coordinators directly supervise our Lead (front line supervisory) Staff who then supervise our Direct Care workers. In October 2011, two new Senior Leadership positions were added to the agency with the intent of setting the groundwork for sustainable growth. In February 2013 our new Director of Finance will be starting. We also have a strategic plan to hire for four additional programmatic administrative positions. The addition of these positions is due to the growth we have already experienced as well as the future growth we are working towards. Throughout the proposed project our services and structure will be unaffected. The area where construction will occur is separate from our current programming and administrative work areas. Once the project is complete it will allow the agency to move forward with its already planned growth and expansion of services provided to the community. Public Facility, Planning & Other Projects 94 FY14 CDBG/HOME Funding Request Mile Facility, Planning & Other Projects 1. Name of Project: MECCA Residential and Transitional Housing Updates and 2. Total Amount of CDBG Funds Requested: $59,645 3. Applicant Name; MECCA Applicant Address:430 Southgate Ave, Iowa City, IA 52240 DUNS Number, 080310204 Signature (please use blue Ink): 4. Contact Person: Ronald&rg Phone Number; 319-351-4357 Fax Number: 319-248-3825 Email Address: rberg@meccaia.com 5. Location of proposed project: 430 and 436 Southgate Ave. b. Did you attend the Applicant Workshop? ❑ NO XYES - Please indicate date attended: 1312/19/12 or X 1/8/13 7. Brief summary of the proposed project (please limit response to a paragraph). With this project, MECCA proposes to install a new, more efficient RA desk at 430 Southgate Ave. Also, at 430 Southgate Ave, the project allows MECCA to upgrade the dining room with lighting and floor replacements and a new coffee bar. The bathrooms and kitchen will also receive new countertops. All the Flooring in the residential areas will be replaced and the waiting room will be updated. These improvements allow MECCA to provide a more comfortable and up to date facility to meet our clients needs. MECCA Is also contributing $9,000 to this project to allow the project to meet the most necessary needs possible, Section 1-Need/Priority 8. Please specify the one most applicable priority need and priority need level, as shown in CM STEPS 2011-2015 (www.icgov.org/action 1p_an or review Application Guide). Homeless and Homeless Prevention Activities Priority Need High Priority Need Level (High, Medium or Low) Pubfic Facility, Planning & Other Projects 95 FY14 CDBGIHOME Funding Request 9a. 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, including whether other agencies will be housed in or will be allowed to use the facility. It is known that substance abuse affects the individual, family and community. As MECCA continues to strive to provide the best possible care for our clients, we must also ensure that we provide safe, comfortable and up to date facilities needed for to meet our client's needs. The facilities are currently out -dated and need repairs. The client's well being is an important focus and updates and repairs are essential in making our clients more comfortable during their recoveryy. MECCA has a strategic plan and a capital expense plan in place to address facility needs for the next 3 years. MECCA is dedicated to contributing our dollars to make sure that this project can be stretched to meet the most needs possible. This project will ensure that adequate facilities are maintained so that we can continue to provide the best substance abuse treatment to our clients. Without ongoing annual upgrades, the facilities would deteriorate and affect the care provided to our clients. MECCA has several community partners, including: Shelter House, Community Mental Health Center and UIHC to provide joint case planning to reduce recidivism and repeat engagement within the criminal justice system. These providers and MECCA meet monthly on their own to explore how to coordinate services. MECCA also purchases meals for our residential programs from Shelter House. MECCA staff also participates in a local system of care group facilitated by Jessica Peckover at Jail Alternatives to identify how a broad range of service providers can coordinate care to best meet client need. These are just some of the examples of the collaboration with other organizations within the community. MECCA, along with the other organizations, understands that a mutual approach to supporting client's needs is the best way for the clients to maintain healthy living approaches in the community. 91b. Will this project address the established priorities in the Cit,'s Strategic Plan? Please identify the priority(s). (www.icgov.or strateglgpign) The City Steps 2011-2015 lists both Substance Abuse Treatment and assisting families with skills to maintain their jobs and housing as high priority areas. MECCA's Residential Treatment program provides drug -free residential treatment for individuals in treatment for an average of 3-4 weeks or 3 months for the half -way house clients, in a safe and monitored environment. The continuum of primary treatment services supports positive peer influence and builds upon the client's strengths through a variety of strategies. All residential programs operate in an atmosphere that enhances a positive self-image that promotes recovery. Continuing Care services reinforce what the clients have learned and help to ensure a successful and long term recovery after their primary treatment. Public Facility, Planning & Other Pro/acts 96 FY14 CDBG/HOME Funding Request MECCA's Residential facility has room for 32 individuals in residential treatment, 6 individuals in detoxification and clinical space for outpatient services. These facilities provide clients with the basic necessities for sleeping, eating and washing. The facility is staffed 24 hours a day/seven days a week with staff that is professionally certified and licensed counselors and clinicians who provide substance abuse clients .vith the most up-to-date evidence -based treatment counseling in a safe and monitored environment. MECCA serves nearly 2,500 unduplicated patients at this address each year. MECCA's Transitional Housing Services provide temporary housing for income eligible heads of households in treatment for substance abuse and whose prospects for stable housing are otherwise questionable. These clients find themselves in need of these services for many reasons including, lack or loss of income, divorce, domestic violence, ill -health, lack of health insurance and re-entry from incarceration. Many of these circumstances happen at the same time, making things even more difficult. Transitional housing fills a crucial gap in the housing continuum by allowing low-income households with children, whose housing is unstable or unsafe, to re-establish themselves for a period of two -years in a more stable, safe and substance free environment. As with residential treatment, the continuum of care promotes self-sufficiency and long term recovery. MLCCA Is actively involved with The Criminal Justice Coordinating Committees, the Johnson County Empowerment Board, Decategorization Committees, Juvenile Crime Board, Juvenile Justice Youth Development Policy Board and the Iowa City community School District to help facilitate treatment and prevention services. MECCA also continues to partner with numerous local agencies and organizations to leverage the capacity in the community to better serve our client's needs. S�ci��n � = ��rr�ra�ing gesourcesog�aget . ; 10, 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 constructon 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. Also include a budget for the other items under Budget Considerations in the FY14 Applicant Guide, 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, 1133t9dget Breal<dnwlt (Incliude only those costs directly related to the project,) Public Facility, Planning & Otlier Projocts FY94 CDSG/HOMC Funding Request 97 List Source of Type Status Expense Category (e.g. salaries, Other Funds including acquisition, rehab) whether o C E if possible, please CDBG Public or E prioritize the budget Funds Other Funds I Private Projects are listed from I Please place an 'X" in the top to bottom priority box that applics: Update Waiting Area $ 2,462 $ X X Residential flooring and $20,196 $ reception area upgrade Now Water Heater $181375 $ I X - - Kitchen and bathtoom - -- $10,749 $ - X. countertops X Dining Room ligtrting — $ 3,410 $ — $ X New Coffee Bar $ 3, 452 Total Project $59,645 Less Match $9,000 MECCA, private X x Total $50,64.5 Amount of private\agency other funds i9000.00 (a) Amount of CDBG funds $50,645.00 (b) Total Project Funding JR64500 (c) (a + b) Number of persons assisted 22_00 (d) (see question 19) Total cost per person $27.11 (e) (C : d) `fatal CDBG Cost Per Person $LUX (t) (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 = $'- i— Total Volunteers will not be used for this project Public Facility, Planning &, Other Projects FY14 CDBGM0h4! Funding Requast 98 12. What percentage of the proposed budget will be made up of private funds? 15% 13. If your agency received Aid -to -Agency funds from the City last year explain whether that funding could have been used for this project? No; the funds received were used to support operations. 14. Describe what efforts have been taken to secure private or other public funding? MECCA raises approximately $120,000 in private funds and donations each year in support of operations. These funds make it possible for us to support the capital expense plan that is the basis for this application. Without these donated funds, MECCA would have difficulty finding excess cash to support these capital expenditures. 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding), Please Note; If funded,this,scheda/e will be used for any project agreement for the use of CDO funding. Date: description of Activity, July 1, 2013 Beginning of City Fiscal Year and project Start Date lb. Explain why this project needs and is worthy of tfie requested public subsidy. MECCA is committed to continue to provide services to community members with little or no resources. As with all human service agencies, MECCA operates with a minimal budget surplus that is able to be used to fund capital improvements. A partnership would allow MECCA to make it possible to address facility needs that are otherwise not able to be funded through normal operating budgets. The facility repairs and updates are very Important to the clients. Clients feel a sense of pride in their surroundings at MECCA as it is the place that they are learning to build a healthier life. It is important to our client's recovery to feel as comfortable as possible in their surroundings and it is important to MECCA to continuously meet the national standards for best practices in addition to providing the client with a clinical environment that is up to date and respectful to the clients. MECCA's 3 year capital expense plan creates a strategy for addressing facility needs over time, The expense plan will be updated annually and MECCA will continue requesting a partnership with the committee to implement the plan. 17. If funding is granted for this project, what steps are in place to decrease the likelihood it will require further subsidy in the future? Public i-acilrty, Planning & Other Projects FY74 CDI3G/HOME Funding Request 99 PIECCA continuously makes every effort to ensure that updates are of quality and meant for high traffic volume and wear and tear. Unfortunately because of the nature of the work and the clientele that MECCA serves, the steady use of facilities will mean that updates and repairs are ongoing. 18, In what manner or form will the project proceed if it is awarded less than full funding? If the project has several individual components, please prioritize them according to your needs. If the project is awarded at less than full funding it would mean that the project: would be delayed until later years and/or the project would be reduced to remain within the expense limits. 19. Please indicate the population to be served by the proposed project according to the income categories shown in the Applicant Guide. (Please Note; TPthis application is funded, the information in this table will be used as income targeting for the CDBC Agreementk Number between 0 - 30% median income 1093 persons (a) Number between 31 - 50% median income 201 persons (b) Number between 51 - 80% median income 24 persons (c) Number between 80 - 100% median income 3'1 persons (d) Number over 1000% median income .y persons (e) (901 persons have no report of income) Total 2286 persons (f) Percent LMI 577_� (a + h -F c) ., f Percent Iowa City Residents 36.396 Please describe the basis or methodology used to estimate the number of clients to be served (i.e. su"ey, last }year's reports, etc.) MECCA's report of client income is based on documentation the client provides to verify their self report of income (pay check stub or Workforce Development statement). The 901 clients for whom we report having no income information refer to clients who did not provide independent income verification. Rather that distribute those clients across the other income ranges, we have chosen to reflect them as no report. 20. Does your project represent an innovative solution to meet the specific need it is intended to satisfy? If so, please explain. no Public l-amhty, Planning & Other Projects 100 FY14 CD13CIHOME Funding Request 21, 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! [[A Suitable living environment outeomee N Availability/accessibility Output Indicator: � Persons 71 Decent affordable housing 0 Affordability CJ Households 0 Creating economic opportunities ❑ Sustainability CJ Housing units 22. Identify the location of the proposed project. 430 and 438 Southgate Avenue, Iowa City 23. Does the proposed project pay full property taxes? OYes [ No If yes, what is the estimated value of taxes generated fiom 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 S00060. the Applicant 24. 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 I to June 30) Amount Budgeted Expended Date All units Fiscal Year Funds Recv"d Aniouuit (as of 12/31112) Completed FY10 (July 2009 - June 2010) $32,399 $32,399 End of FY 10 FY11 (July 2010 - June 2011) $11,000 � $11,000 End of FY 11 FY12 (July 2011 - June 2012) $16,293 i $16,293 End of FY 12 FY13 (July 2012 - June 2013)* $12,500 $0 (scheduled for To be completed completion by end of FY 13 2/28/13) M Six aTonths i e1na1n1ng in FV13 at time of this application. 25. 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 () No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. Public Facility, Planning & Other Projects 101 FY14CDBG/HOME Funding l3equcsf 26. It the applicant has not received HOME/CDBG funds in the past three years, please provide evidence of your organization's administrative capacity, financial skills, commitment and/or experience to undertake and complete the proposed project within the established timetable and budget. MECCA has received past funding. 27. Please describe your organization's structure, officers and staff, as it relates to the overhead cost for this project. MECCA's CEO, Ronald Berg, will oversee the fiscal and facility maintenance personnel and contactors who will be responsible for the project. Any costs incurred for their time will be absorbed by MECCA. _--- ------- -- 1'ubhc Faculty, Planning & Other Projocts 102 FY14 CDBG/HOME Funding Request Public Facility, Planning & Other Projects 1. Name of Project: Pheasant Ridge Playground Repair and Revitalization 2. Total Amount of CDBG Funds Requested: $55,000 3. Applicant Name: Neighborhood Centers of Johnson County Applicant Address: P.O. Box 2491, Iowa City IA 52244 DUNS Number: 18-029-9117 Signature (please use blue ink): 4. Contact Person: Brian Loring Phone Number: 319-358-0438 Fax Number: 319-358-0484 Email Address: brian-loring@ncjc.org 5. Location of proposed project: 2651 Roberts Rd., IC 52246 M 0 6. Did you attend the Applicant Workshop? 0 NO ✓ YES - Please indicate date attended; 0112/19/12 or ✓ 1/8/13 7. Brief summary of the proposed project (please limit response to a paragraph). We are requesting support to make improvements in the playground area at our Pheasant Ridge Center. The improvements are intended to make the playground safer, more inviting and a better learning environment for children. Improvements would add an infant and toddler play area and include retaining walls to level ground, adding a concrete path and stairs. It also includes repairs to existing retaining walls around the playground perimeter. 8. Please specify the one mast applicable priority need and priority need level, as shown in CITY STEPS 2011-2015 (wvvw,ic(iov.org/actionplan or review Application Guide). Public facility for child care Priority Need High Priority Need Level (High, Medium or Low) 9a. 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, including whether other agencies will be housed in or will be allowed to use the facility. Over the past two decades, Iowa City has undergone a demographic transformation that has increased the demand for youth and family services. The changing demographics are reflected in increases in the free/reduced lunch enrollment in the neighborhoods we serve. Public Facility, Planning & Other Projects FY14 CDBG/HOME Funding Request 103 One service that has been in greater demand is childcare. Because of state and federal welfare reform efforts in the 1990s, we began to see a change in the type and scope of support families were requesting from Neighborhood Centers. As parents entered or re-entered the workforce, a discouraging shortage in the availability of dependable, quality childcare became apparent. In response, we pressed forward with the construction of the Pheasant Ridge Neighborhood Center and expanded our capacity for early childhood programming four -fold. Neighborhood Centers prides itself on our ability to adapt to the changing needs in the neighborhoods we serve. Over the years, the needs and barriers for children and families evolve but our goals remain consistent. We collaborate with low-income adults to help them find success as parents, workers, neighbors and citizens. We provide education and support programming for children and youth to help them make key life transitions and become happy and independent adults. Facilities are key to the success of our programming. Childcare environments are second only to the quality of teachers in shaping successful outcomes for children. Support for general maintenance and upkeep of buildings and grounds is generally overlooked by grantmakers and donors; who often prefer new projects and programs. Nevertheless, the success of our existing programming and our ability and to leverage new funding is contingent upon our capacity to maintain our facilities. Outside Agency Use of Facility Partner Partners and Collaborative Descriptions Iowa City Community School ✓ Provide school space for family, youth and childcare programs. District (ICCSD) ✓ Assist with identifying and referring youth to NC1C ASP and tutoring programs. ✓ 72 preschool slots ✓ Enrichment partners in the 21" Century programming. Mobile Health Clinic: ✓ Provide space for medical assessment and services for children University of Iowa Hospitals and parents at Pheasant Ridge. and Clinics ✓ Assist families in identifying a primary health home for on -going medical care. Iowa City Public Library ✓ Provide a resource library in two targeted Centers that are available to families. ✓ During summer, provides bus service from Pheasant Ridge to the library. ✓ Provide on -site children's programs in targeted neighborhood. Wendell -Johnson Speech and ✓ Provide early literacy screenings and language services at Hearing Clinic: Pheasant Ridge with each four-year old child in program. University of Iowa Johnson County Department of ✓ Assist with identification of children for programs. Provides Human Services information regarding childcare funding for parents and program staff. ✓ Provide funding and guidance to Parent Partner program and the Community Liaison program in place at the Centers. ✓ Co-chairtheBreakthrough Series Collaborative (BSC). Job Training Partnership Act ✓ Provide referrals to the program. (JTPA) ✓ Provide job training for adults ready to enter the workforce. ✓ Assist in identifying childcare funding. Johnson County Extension ✓ Provide science and math programming for eligible youth in Service summer camps at Pheasant Ridge, Broadway, Forest View, and Breckenridge neighborhoods. 9b. Will this project address the established priorities in the City's Strategic Plan? Please identify the priority(s). (www.icQov.org/,9trateqicQlan) Our Centers are a stabilizing influence in neighborhoods that are typically transitional. In addition to human services we are a catalyst for community development initiatives that include stakeholder involvement in Public Facility, Planning & Other Projects FV14 CDBG/HOME Funding Request 104 planning and execution of community stabilizing activities and events. i.e., Restorative Justice meeting, 319 Music Festival. We accept childcare subsidies for low-income working families to allow them to access top quality childcare while trying to make ends meet in a low -wage job. We also offer pre -employment training for youth and chronically unemployed. 10. 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. Also include a budget for the other items under Budget Considerations in the FY14 Applicant Guide. 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 including whether Public or Private Type Status 'a Y H u p &� dr o £ E s Please place an 'X"in the box that applies: Infant toddler play area 4,500 $1, 000 NCJC X x Mid-levelplayground area $18,500 $2,000 X X Riding area and lower level playground $22, 000 $2, 000 X X Permeablepaver surfaces $10,000 $1,000 X X Total $55,000 $6,000 Amount of private\agency\other funds Amount of CDBG funds Total Project Funding $6000 (a) $55,000 (b) $61,000 (c) (a -h b) Public Facility, Planning & Other Projects FY14 CDBG/HOME Funding Request 105 Number of persons assisted 600 (d) (see question 19) Total cost per person $102 (e) (c _ d) Total CDBG Cost Per Person $92 (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 (J hours x $ per hour = $ Total $ NA 12. What percentage of the proposed budget will be made up of private funds? 11% 13. If your agency received Aid -to -Agency funds from the City last year explain whether that funding could have been used for this project? That funding is used to cover operating expenses and as leverage for program grants. The Aid -to -Agency funding is an integral part of our annual operating budget and is therefore mostly unavailable for one- time discretionary use. It is also insufficient to cover larger capital improvements. 14. Describe what efforts have been taken to secure private or other public funding? We are matching some private funding into the project. We will be using some private funding to cover the cost of this project. 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note; If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: July 1, 2013 Beginning of City Fiscal Year and Project Start Date August 30, 2013 Release bid letter September 30, 2013 Finalized selection of contractor December 15, 2013 Complete project 16. Explain why this project needs and is worthy of the requested public subsidy. While this project targets the Pheasant Ridges area, Neighborhood Centers provides childcare and programming for low -wage working families around Iowa City including Broadway, Grant Wood, and the Forest View mobile home neighborhood. We currently provide licensed care to 225 children every day. If you include other programming for youth, we reach 300 or more infants, toddlers, preschoolers* and youth every day in one of our facilities. Our programming helps children prepare for a successful Public Facility, Planning & Other Projects 106 FY14 CDBG/HOME Funding Request educational career, while helping working poor families toward self-sufficiency by providing much needed daycare. *Our early childhood programs are accredited by the National Association for the Education of Young Children (NAEYC) 17. If funding is granted for this project, what steps are in place to decrease the likelihood it will require further subsidy in the future? Like schools or other public facilities, our buildings and playgrounds get a lot of use. Consequently, the depreciation and degradation of our buildings and grounds will continue. However, by making repairs and improvements, we can eliminate future, more costly, damage or degradation and thereby decrease the likelihood of future more costly subsidies. 18. In what manner or form will the project proceed if it is awarded less than full funding? If the project has several individual components, please prioritize them according to your needs. We will proceed with the components that receive funding, but the infant toddler area is a priority followed by the mid -level playground. 19. 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 - 800/6 median income Number between 80 - 100% median income Number over 100% median income Total Percent LMI Percent Iowa City Residents _402 persons (a) 55 persons (b) 13 persons (c) _130 persons (d) persons (e) _600 persons (f) 7s % (a+b+c)=f 85 Please describe the basis or methodology used to estimate the number of clients to be served (i.e. survey, last year's reports, etc.) Numbers come from direct counts in 2012 end of year report. Numbers are for Pheasant Ridge only. People that did not complete the Household Survey are counted as 80-100%. This is likely a significant over count of non -eligible households 20. Does your project represent an innovative solution to meet the specific need it is intended to satisfy? If so, please explain. No 21. 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: ❑ Suitable living environment O Decent affordable housing ✓ Creating economic opportunities Public Facility, Planning & Other Projects 107 FY14 CDBG/HOME Funding Request Outcome: ✓ Availability/accessibility ✓ Affordability ✓ Sustainability Output Indicator: ✓ Persons O Households O Housing units 22. Identify the location of the proposed project. 2651 Roberts Road, Iowa City IA 52246 23. 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? [lYes ✓ No If yes, what is the percent of full taxes paid? _ % and amount paid is 24. 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 FY10 (July 2009 — June 2010) FY11 (July 2010 - June 2011) Budgeted Amount Amount Expended (as of 12/31/12) $28,965 Date All Units Completed 8-30-10 $28,965 $0 $0 NA FY12 (July 2011 - June 2012) $57,250 $111,500 $57,250 $29,600 6-30-12 FY13 (July 2012 - June 2013)* 6-30-13 *Six months remaining in FY23 at time of this application. 25. 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. 26. If the applicant has not received HOME/CDBG funds in the past three years, please provide evidence of your organization's administrative capacity, financial skills, commitment and/or experience to undertake and complete the proposed project within the established timetable and budget.' NA 27. Please describe your organization's structure, officers and staff, as it relates to the overhead cost for this project. Neighborhood Centers is a private nonprofit 501c3 human service agency. We have a volunteer board of directors and a staff of around 50. The overhead cost for this project will be minimal and are not included in this request. Public Facility, Planning & Other Projects III FY14 CDBG/HOME Funding Request Public Facility, Planning & Other Projects 1. Name of Project: Acquiring public facility for the Sudanese American Community Center 2. Total Amount of CDBG Funds Requested: $ Sd" 0 CG O • d Q 3. Applicant Name: The Sudanese American CommunityServices Organization Applicant Address: 2422harteltRd, ATP#IC, Iowa Oty, Iowa, 52246 DUNS Number: 9999 , A n Signature (please use hlue ink); 4. Contact Person: MohammEedAhmuad Phone Number: 319 594-0397 Fax Number: Email Address: mkasibQ9malfcom 5. Location of proposed project: 302 Scott CY 011 JAN 18 2013 5. Did you attend the Applicant Workshop? XNO ❑ YES - Please indicate date attended: 17112/19/12 or ❑ 1/8/13 7. Bnef summary of the proposed project (please limit response to a paragraph). The Sudanese American Community Services Incorporation project is to acquire a public facility in order to provide a consistent and reliable location to house and carry out services to the immigrant populations. The Organization is requesting CDBG funding to accomplish this project. 8. Please specify the one most applicable priority need and priority need level, as shown in CErY STEPS 2011-2015 (vivimicgov,orgliactionplan or review Application Guide). Community Development Priority Need Hiah Priority Priority Need Level (High, Medium or Low) 9a. Tail 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, including whether other agencies will be housed in or will be allowed to use the facility. The City Steps plan identities low income families as among those who face the greatest challenges and should receive high prionty in the expenditure of federal funds. The City Steps plan requires the city to address needs and proposed strategies in the area of community development. The Sudanese American Community Services Organization statistics indicate that 90% of the population served by the organization falls below 30% of the area Median income. The organization identifies the educational gap and the financial gap between new immigrants and natives, as the causes that work to create financial 09 Public Facility, Planning 8 Other Projects FY14 CDOG/HOME Funding Request illiteracy and lack of life skills in the immigrant population in Iowa City. The financial illiteracy and lack of life skills is ultimately pushing the immigrants in Iowa City toward isolation and poverty. Current studies have showed that, albeit important, long-term bilingual education programs such as ESL program offered by Kirkwood Community College, is incapable of bridging the cultural and educational gap of the new immigrant's students due to the language gap between students and ESL teachers. Studies have shown that these programs keep them locked out of the mainstream and therefore, increase their likelihood to drop out of school. Sudanese American Community Services Organization met with the ESL coordinator and ESL teachers at Kirkwood Community College. ESL teachers informed the Organization that the majority of ESL students are Sudanese American citizens. ESL teachers also noted that new immigrants are performing poorly in ESL classes such as Speech, Communications and Elements of Writing. The direct result of the failure of students in these courses exasperates their success in the workforce. In order to help bridge the language gap, the Sudanese American Community Services Organization devised an educational program that utilizes Immigrants who have successfully integrated in the community, and have the advantage of the ability to communicate with both the immigrant and the native community. Therefore the educational program will bridge the gap between the students and the ESL teachers. Statistics showed that all the students who joined the educational programs have shown substantial academic improvements in their ESL courses and were very encouraged to continue their education. Furthermore, in order to bridge the financial gap, the Organization is inviting on consistent bases, experts to hold seminars to educate the immigrant population about credit history and how to improve it. In addition, the organization is continually inviting experts to hold seminars to educate immigrants about how to start small businesses. The organization is using its ability to communicate effectively with the immigrant population to encourage them to participate in these seminars. 9b. Will this project address the established priorities in the City's Strategic Plan? Please identify the priority(s). (wwmicgov.org/strategic plaall) One of the City's Strategic Plan priorities is to establish Strong and Sustainable Financial Foundation. Consistent with the City Strategic the Sudanese American Community Services Organization is providing financial literacy programs such as seminars that help the immigrant population to improve their credit, and to educate them on how to start small business. 10. 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. Also include a budget for the other items under Budget Considerations in the FY14 Applicant Guide. 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 110 FY14 CDBG/HOME Funding Request Expense Category (eq. salarlea, acquisition, rehab) If possible, please prioritize the budget CDBG Funds Otirer Funds List Source of Other Funds including whether Public or! Private Type Status c � � � E Please place an W"in the box that applies: Acquisition of Public Facility $ 50000 $ 40,000 Private X $ T $ Total $50,000 — $40,000 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 $40 000 (a) $50,000 (b) $90,000 (c) (a + b) (d) (see question 19) $ 1477 _ (e) (c = d) (f) (b -.- d) 11. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor NA hours x $10 per hour = $0 Skilled labor ( 0 _ ) NA hours x $ 0 per hour = $0 Skilled labor ( 0 ) _Nsl hours x $ 0 per hour = $0 Total $0 Public Facility, Planning & Other Projects FY14 CDBG/HOME Funding Request 12. What percentage of the proposed budget will be made up of private funds? 40% 13. If your agency received Aid -to -Agency funds from the City last year explain whether that funding could have been used for this project? The organization did not receive Aid to Agency funds from Iowa City. 14. Describe what efforts have been taken to secure private or other public funding? The organization is currently working on writing grant application for other funding such as United Ways. 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note. If funded, this schedule will be used for anyproject agreement for the use ofCDBG funding. The Schedule is to raise funding for a public facility by September 1st, 2013. ®ate., Description of Activity: July 1, 2013 Beginning of City Fiscal Year and Project Start Date 16. Explain why this project needs and is worthy of the requested public subsidy. The services provided by the organization are critical to the integration of the immigrant population with the native community, and ultimately succeeding in the workforce which will improve their income. 17. If funding is granted for this project, what steps are in place to decrease the likelihood it will require further subsidy in the future? The project is not ongoing, if the public facility is obtained, then goal is accomplished. 18. In what manner or form will the project proceed if it is awarded less than full funding? If the project has several individual components, please prioritize them according to your needs. The objective is to obtain the public facility. is the funding is awarded less than full, The organization would seek other avenues such as donations and fund raisers to obtain additional funding. 19. Please indicate the population to be served by the proposed project according to the income categories shown in the Applicant Guide. (Please Note.,Ifthis application is funded, the information in this table will be used as income targeting for the CDBGAgreement). Number between 0 - 30% median income 548 _ persons (a) Public Facility, Planning & Other Projects 112 FY14 CDBG/HOME Funding Request 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 60 persons (b) 0 persons (c) 0 persons (d) 0 persons (e) 609 persons (f) 00 (a+b+c)+f 1 Qb Please describe the basis or methodology used to estimate the number of clients to be served (i.e. survey, last year's reports, etc.) The organization surveyed the population of immigrants and obtained the numbers mentioned above. 20. Does your project represent an innovative solution to meet the specific need it is intended to satisfy? If so, please explain. Yes, the Sudanese American Community Services Organization is providing innovative solution that are expressed in the life skills programs that utilizes Immigrants who have successfully integrated in the community, and have the advantage of the ability to communicate with both the immigrant and the native community, in order to achieve the objective of integrating the immigrant population with the natives. 21. 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: )11�uitabe living environment Outcome: O Availability/ac essibility output Indicator Persons 22. identify the location of the proposed project. 302 Scott C, Iowa City O DeDEnt affordable housing n Creating economic opportunities Affordability Households 23. Does the proposed project pay full property taxes? ayes XNo If yes, what is the estimated value of taxes generated from this Project? $ ❑ Sustainability 0 Housing units Public Facility, Planning & Other Projects 113 FY14 CDBGIHOME Funding Request 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? 96 and amount paid is $ i 24. 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 FY10 (July 2009 - June 2010) Budgeted Amount Amount Expended (as of 12/31/12) Date All Units Completed $0 $0 $0 $0 FY11 (July 2010 - June 2011) FY12 (July 2011 - June 2012) $0 $0 $0 FY13 (July 2012 - June 2013)* $0 *Six months remaining in FY13 at time of this application. 25. Is the applicant (including partners, co -applicants, etc.) currently in compliance with all yfederal, state and local laws, rules and regulations, including any CDBG and/or HOME funded projects? RYes 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. 26. If the applicant has not received HOME/CDBG funds in the past three years, please provide evidence of your organization's administrative capacity, financial skills, commitment and/or experience to undertake and complete the proposed project within the established timetable and budget. Through this would be the second time this organization this grant to fund its project, it still has the necessary skills and capacity to handle large funds. For than 11 years, the organization has been executing its programs and activities that has been largely funded by member contributions and other smaller portions from fund raising events and had no incidents where its financial resources were sufficient to cover its programs and services. It was not until 2008 where the organization have started struggling to fund its programs and services, due largely to the sudden increase of service demands compared to its income. Since its establishment in 2001, the organization has been largely funded donations. This donation averaged monthly net income of $1050, 00. Half of that amount are assigned to pay monthly rent of the current public facility. The rest of the dues are distributed for services and public community activities ESL classes on weekdays, hosting seminars, and various events and holidays. 114 Public Facility, Planning & Other Projects FYI CDBG/HOME Funding Request 27. Please describe your organization's structure, officers and staff, as it relates to the overhead cost for this project. The organization was founded by community members to conduct community services, it has an all -volunteer structure. It has large population of immigrants to serve. The organization seeks donations to be used to spend on these activities rather than on salaries or labor costs. The organization has a board consisting of 11 officers. Because there is no staff, the structure doesn't extend very far. The organization has a community center. Public Facility, Planning & Other Projects 115 FY14 CDBG/HOME Funding Request � � -Z CITY OF IOWA CITY FY14 CDBG/HOME APPLICANT REVIEW Project Name & Page Number CHARM Homes LLC — Rental Housing p,1 ProjectAddress Sites to be determined. Activity Type Housing CITY STEPS Priority High — Non -student renter households up to 50% MFI Increase supply of affordable rental properties for elderly and mentally ill persons. CITY STEPS Goal Achieved Beneficiaries 0-30% MFI75% 31-50% MFI 25% Amount Requested $61,650 Repayment Terms 10-year deferment, $1,000 payment in years 11-20, balloon payment at end of year 20. 0% interest. Period of Affordability/ Compliance Period HOME requires a 5-year compliance period, applicant states 20 years. Percent of Project Funded by CDBG/HOME 14% Property Taxes For profit entity. Full property taxes to be paid. -.t =ru k CITY OIIOWA CITY Documentation of Project Need This project will provide long-term housing opportunities for older adults and persons with disabilities with affordable housing. The residents might otherwise be in an institutional setting. CHARM Homes will assist the residents with accessing the supportive services necessary to maintain independent living. The total cost per SRO unit is $53,963. Proforma identifies $19,800 ($206/month per tenant) in other income. What does this consist of? Max. rent that can be charged under HOME is $372. The two properties will provide homes to 8 persons; however for many of the expenses, this project could be considered two properties (two single Project Budget family homes) and the required maintenance/management and Discussion operating expenses could be reduced to $5,500 (2 properties, as opposed to 8 SRO units — bedrooms). If your estimated expenses will be lower than what's reported on the proforma, can rent be reduced? Reserves, based on our underwriting guidelines, should be increased to $700 if considering this project as two properties instead of by SRO/bedrooms. If by 8 units, would need to be $2,800. Project Coordination CHARM Homes partners with a variety of organizations and Caring with Existing Services & other Services Available Hands and More is certified by the Iowa Department of Human in the Community Services to provide supportive community living waiver services. Applicant History or Capacity to Successfully CHARM Homes LLC was incorporated in August 2011 and now owns Complete the Proposed or manages 16 units for older adults and persons with disabilities. Project 1. Identify what's included in other income on the proforma. 2. Please identify the experience and qualifications of staff Summary of Items performing property management and leasing, to be Addressed 3. Can rent be reduced if lower maintenance/management and operating expenses are expected as two single family homes, opposed to eight separate physical structures? 1 f i 'NU.a '• Cll Y OI IOWA Cn Y FY14 CDBG/HOME APPLICANT REVIEW Project Name & Page City of Iowa City Housing Rehabilitation Number p. 15 START Project Address UniverCity program boundaries, Towncrest & Grant Wood areas. Housing Activity Type CITY STEPS Priority High — Rehab activities in owner -occupied housing units Rehabilitation activities to preserve and maintain the City's affordable CITY STEPS Goal Achieved owner -occupied housing stock (p.92) 0-30% MFI 33% Beneficiaries 31-50%MFI 28% 51-80% MFI 39% Amount Requested $300,000 Repayment Terms 0% interest with a variety of repayment terms. Conditional occupancy loan or monthly payback loan with 50 /o forgiven after 5 years. Period of Affordability/ NA Compliance Period 100% Percent of Project Funded by CDBG/HOME Property Taxes Loans go to homeowners who pay property taxes. CITY OF IOVVA CITY The proposed program offers an innovative solution to assist homeowners by easing the cost burdens associated with home repairs. This is done by offering a combination of forgivable, Documentation of conditional occupancy, and no -interest loans that are not offered by Project Need traditional lending institutions. The improvements are targeted to homeowners in the UniverCity progam boundaries, Towncrest and Grant Wood areas. Last year's Targeted Rehab. project committed all funds to households within 10 days of the program announcement. Project Budget Applicant is proposing to assist 18 homeowners. $30,000 will be Discussion used for project delivery. Project Coordination The Housing Rehabilitation office partners with the Salvage Barn to with Existing Services & offer homeowners free or discounted building materials. The program other Services Available also has a relationship with the Greater Iowa City Area Home Builders in the Community Association. Applicant History or The City has operated a housing rehabilitation for over 25 years and Capacity to Successfully has experienced staff in place. In addition, the City successfully Complete the Proposed manages millions of dollars of federal funds for a variety of programs Project and projects each year. Summary of Items to be Addressessedd 1. If applicant receives partial funding, will the project proceed? FY14 CDBG/HOME APPLICANT REVIEW CITY OF IOWA C I Project Name 6 Page Number Iowa Valley Habitat for Humanity — Acquisition and Rehab. of Existing Homes, Page 25 Project Address Within 5 miles of the University campus Activity Type Housing CITY STEPS Priority High — Rehab of existing owner units CITY STEPS Goal Achieved Rehabilitation activities that preserve and maintain the City's affordable owner housing stock (p. 92). Beneficiaries 31-50% MFI 67% 51-60% MFI 33% Amount Requested $150,000 Repayment Terms Recapture: 100% loan repaid upon sale, forgiven after 20 years. Period of Affordability/ Compliance Period 20 years, 15 years required under HOME program Percent of Project Funded by CDBG/HOME 33% Property Taxes Property owners will pay taxes r owl CITY OF IOWA CITY Applicant will acquire three existing homes, rehabilitate the homes and sell to income eligible homebuyers. Preserving and maintaining Documentation of the City's affordable owner housing stock is a high priority in CITY Project Need STEPS. Project Budget The cost per unit is $151,667. Discussion Project Coordination Iowa Valley Habitat for Humanity works with volunteers, donors, with Existing Services & agencies, churches, and businesses to build permanent, safe housing li other Services Available for persons under 60% of median income. in the Community Staff recommends no funding at this time. At the time of this report, FY11 HOME assisted, 423 Douglass Court, needs to be completed and sold, five homes on vacant lots to be built and sold with FY12 HOME funds, three homes with FY13 CDBG funds to be rehabilitated and sold, only one home, 2538 Nevada, acquired to date, and three movable ramps for accessibility purchased with FY12 CDBG funds to be installed and the project closed out. New HOME regulations require project close out within 4 months of final draw and automatic cancellation due to infrequent draws (no draws within a 12 month period). Projects must proceed on a timely Applicant History or basis with regular draw activity. CDBG requirements for long Capacity to Successfully •, standing open activities are now very similar to HOME rules. Complete the Proposed Project Habitat has over $297,000 in open activities in the Integrated Disbursement and Information System (IDIS), federal reporting/tracking system. Staff recommends no additional funding until the majority of the city assisted projects in Habitat's pipeline are built and/or rehabilitated, sold and closed out in IDIS. Concern: 2713 Whispering Meadows Drive — FY08 CDBG/HOME assisted home completed 6/28/2012 was not built per the City approved design. The home is not in compliance with the Affordable HousingDesign Guidelines. Summary of Items NA to be Addressed T CITY OF IOWA CITY FY14 CDBG/HOME APPLICANT REVIEW Project Name & Page Number The Housing Fellowship — CHDO Operating p,34 Project Address 322 E 2"d Street, Iowa City Activity Type Housing CITY STEPS Priority High - CHDO Operating Expenses CITY STEPS Goal Achieved Need for increased capacity within non-profit organizations that develop affordable housing (p. 40). Beneficiaries Agency -wide. Owns and manages 147 affordable rental homes. Amount Requested $23,250 or 5% of the final HOME entitlement allocation. Repayment Terms Grant Period of Affordability/ Compliance Period N/A Percent of Project Funded by CDBG/HOME 5% of administrative budget Property Taxes Tax Exempt ,r •7 CITY OP IOWA CITY The Housing Fellowship (THF) has been in operation since 1990. THE now owns and manages 147 affordable rental units occupied by low-income households, developed and sold 17 owner -occupied homes into a land trust to ensure permanent affordability and administers a revolving loan fund for low-income renters to pay for security deposits. The financial management responsibilities have Documentation of grown extensively. THE manages five separate limited partnerships. Project Need THE currently has six full time employees. The CHDO funds requested will help THE achieve financial stability and cover operating costs to plan housing projects. The 2007 Affordable Housing Market Analysis encourages the City to increase the capacity of non-profit housing providers that develop affordable housing. The project is an operational grant allowed under the HOME program. Project Budget The HOME program caps CHDO operating expense to 5% of the Discussion HOME allocation. Funds allocated for CHDO operating expenses are not an eligible cost for CHDO set -aside funds. The applicant has a long history of working with a variety of agencies, Project Coordination with Existing Services organizations and private businesses. HACAP, the Neighborhood other Services Availablee Centers, Shelter House and Four Oaks/Youth Homes are permanent in the Community members of the Housing Fellowship. Applicant has successfully managed hundreds of thousands of dollars Applicant History or Capacity to Successfully of CDBG and HOME funded projects. THE has experience and a Complete the Proposed successful track record with the acquisition, construction and Project management of affordable housing. THE qualifies as a Community Housing Development Organization (CHDO). Summary of Items None to be Addressed Ir CITY OF IOVVA CITY FY14 CDBG/HOME APPLICANT REVIEW Project Name & Page 3 Diamond Development, Affordable Senior Housing Number Page 44 ProjectAddress 1030-1070 William St. Activity Type Housing CITY STEPS Priority High — Non -student renter households up to 50% MFI CITY STEPS Goal Increase supply of affordable rental properties for older adults and Achieved persons with disabilities. Beneficiaries 31-50% MFI - 22% 51-60% MFI - 78% Amount Requested $350,000 Repayment Terms Payment deferment, balloon at end of year 20, 0% interest Period of Affordability HOME regulations require 20 years, applicant proposes 30 years per the LIHTC Extended Use regulation. Percent of Project 5% Funded by CDBG/HOME Property Taxes Per State of Iowa's Section 42 Property Tax Assessment Ir , CITY OF IOWA CITY This project will provide long-term housing opportunities for adults aged 55 and older and serve as a catalyst project in the Towncrest Urban Renewal Area. The proposed site is well -suited for senior Documentation of housing due to the proximity to grocery stores, medical offices, Project Need pharmacies and public transit. The City Council Economic Development Committee recommended that the City welcome an application by applicant for $350,000 in CDBG/HOME funds under City Council Resolution 12-506. The proposed budget shows an average $158,741 cost per unit. Debt coverage ratio is 1.20-1.34 through years 1-20. The project is in compliance with the underwriting standards of the Project Budget Low Income Housing Tax Credit program. An application was filed Discussion with the Iowa Finance Authority (IFA) in December 2012. Please see the deviations from the City guidelines noted on their proforma. The application is based on IFA's standards for senior buildings. If the project does not receive LIHTC funds, the project will not proceed. Rents are set lower than the required HOME maximum of $593 for a 1-bedroom and $746 for a 2-bedroom. Project Coordination with Existing Services The applicant secured financing through a variety of sources including other Services Availablee the Housing Trust Fund of Johnson County, City general obligation in the Community bonds, Towncrest Catalyst Funds and private financing. Applicant History or Applicant owns and operates three LIHTC senior housing properties Capacity to Successfully with 210 units in Chicago, Dubuque, IA and Oswego, IL. The parent Complete the Proposed company Platinum Health Care has annual revenues in excess of Project $80,000,000 and has experience with senior housing, nursing homes and supportive living facilities throughout the Midwest. 1. Confirm financial request of $350 000. 15r page, question #4 states $450,000, but all other references state $350,000 Summary of Items to be Addressed (questions#9, 10A, & 14) 2. If a mortgage is not possible, applicant must be willing to enter a deed restriction or other mechanism approved by HUD to enforce rent and occupancy requirements. Ir , CITY OF IOWA CITY FY14 CDBG/HOME APPLICANT REVIEW Project Name & Page City of Iowa City Downtown Fayade Improvements Number p.61 ProjectAddress Downtown Iowa City Activity Type Public Facility CITY STEPS Priority Low- Rehab; Publicly or Privately Owned Commercial CITY STEPS Goal Neighborhood and business district revitalization (p.75) Achieved Beneficiaries NA — qualifies under the under the prevention of the Slum and Blight National Objective Amount Requested $50,000 Repayment Terms Forgivable loan over five years Period of Affordability/ Compliance period of five years with a deed restriction Compliance Period Percent of Project 40% Funded by CDBG/HOME Property Taxes Loans would go to private property owners that pay taxes ir `ni;� CITY of IOWA CITY Many of the businesses in downtown Iowa City are in old, energy inefficient buildings whose facades are in disrepair. The program provides 40% of the total fagade improvement cost for such things as Documentation of window replacement, creating new or modified entrances, repairing or Project Need replacing awnings, painting, siding replacement, tuck work, roof repair, lighting, and brick replacement. The proprietor must be located in the City -University Urban Renewal Area (URA) and meet the URA Plan objectives. Project Budget CDBG funds make up 40% of the project's budget. Property owners Discussion must contribute 60% of the project cost. Project Coordination The fagade improvement funds will be part of a Downtown Incentives with Existing Services & Toolkit which will also include health and safety improvements, business other Services Available start-ups/expansions, upper level build -outs and improvements. The in the Community program will also work closely with the Downtown District. Applicant History or Capacity to Successfully The City successfully manages millions of dollars of federal funds for Complete the Proposed a variety of programs and projects each year. Project Summary of Items 1. Can this program exist with partial funding? to be Addressed 14! 1'T , CITY OF IOWA CITY FY14 CDBG/HOME APPLICANT REVIEW Project Name & Page Crisis Center of Johnson County (1105 Project Phase II) Number p,70 ProjectAddress 1105 Gilbert Court Activity Type Public Facility High — Mental and Health Services (Crisis Center & NAMI JC) CITY STEPS Priority Medium - Homeless Facilities (DVIP) Medium — Health Services (Free Lunch Program) CITY STEPS Goal Achieved Improve/maintain existing public facilities (p.92) 0-30% MFI 98.6% Beneficiaries 31-50% MFI 0.4% 51-80% MFI 0.3% Over 80% MFI 0.7% Amount Requested $120,000 Repayment Terms Earned Grant. Period of Affordability/ Compliance period of 12 years. Compliance Period Percent of Project 15% Funded by CDBG/HOME Property Taxes Tax Exempt � r , MT CITY OF IOWA CITY The Crisis Center would use this space for support group meetings and volunteer training. Additionally, the extra space will alleviate the need to renovate the current facility and accommodates future program growth. The Crisis Center plans on renting out the remaining space to four local human services agencies: the Free Lunch Program (FLP), Domestic Violence Intervention Program (DVIP), the Documentation of National Alliance on Mental Illness (NAMI-JC). Project Need The applicant received CDBG funds for Phase I renovation costs, which included asbestos abatement, roof replacement and interior demolition. Phase 11 funds of this project will go toward substantial interior renovations. The CDBG funds would offset the total project costs and allow the Crisis Center to provide below -market rent rates to the agencies sharing the building. The total renovation budget is expected to cost approximately $800,000 for both phases. The Crisis Center is applying for $120,000 Project Budget Discussion in CDBG funds and is expected to provide a total of $680,000 in matching funds. The matching funds will come from donations raised by the Crisis Center and funds raised by the Free Lunch Program. Project Coordination with Existing Services & The agency partners with several area service providers to coordinate other Services Available services and provide referrals. in the Community Applicant History or The Crisis Center successfully completed the projects from previous Capacity to Successfully Complete the Proposed funding rounds and has the capacity to successfully complete this Project project. 1. How far along is Phase I? Can Phase II begin even if Phase I hasn't been completed? 2. How much of the non-CDBG funds have gone toward Phase I? 3. Specially, what will the CDBG funds be used for in the interior Summary of Items buildout of the project? to be Addressed 4. Are there bids to support the construction numbers in the budget? 5. All work will be subject to federal labor provisions (Davis Bacon — prevailing wages) and must comply with federal procurement standards (construction sealed bids) for the proposed work. r CIIY OF IOWA CITY FY14 CDBG/HOME APPLICANT REVIEW Project Name & Page Iowa City Free Medical Clinic- Basement Upgrade Number p.177 ProjectAddress 2440 Towncrest Drive Activity Type Public Facilities CITY STEPS Priority Low- Medical facilities CITY STEPS Goal Achieved Improve/maintain existing public facilities (p.92) 0-30% MFI 57% Beneficiaries 31-50% MFI 27% 51-80% MFI 12% Over 80% MFI 4% Amount Requested $83,371 Repayment Terms Earned Grant. Period ofAffordability/ Compliance period of 8.3 years. Compliance Period Percent of Project 100% Funded by CDBG/HOME Property Taxes Tax Exempt T. CITY OF IOWA CITY The Iowa City Free Medical Clinic provides services to 475 clients Documentation of with chronic medical conditions. If funded this basement renovation Project Need project would provide the space to expand services to their existing case management program. Additional preventative and educational services could be provided. Project Budget Discussion CDBG funds make up 100% of the project's budget. Project Coordination with Existing Services B The Iowa City Free Medical Clinic has a long history of coordinating with other Services Available many area businesses and agencies. They have 250 volunteers from in the Community both hospitals. Applicant History or Capacity to Successfully The Iowa City Free Medical Clinic has received funds in 3 of the past 4 Complete the Proposed years. All projects and services were completed on time. Project 1. Can applicant provide any matching funds? 2. All work will be subject to federal labor provisions (Davis Bacon — Summary of Items prevailing wages) and must comply with federal procurement to be Addressed standards (competitive bids) for the proposed work. i CITY OF IOWA CITY FY14 CDBG/HOME APPLICANT REVIEW Project Name &Page i Mayor's Youth Empowerment Program, Service Center Upstairs Number Renovation p.87 Project Address 407 Highland Court Activity Type Public Facility CITY STEPS Priority Medium — Handicap Center CITY STEPS Goal Improve/maintain existing public facilities (p. 92) Achieved 0-30% MFI 49% Beneficiaries 31-50% MFI 16% 51-80% MFI 20% Over 80% MFI 15% Amount Requested $114,270 Repayment Terms Earned Grant Period of Affordability/ Compliance period of 11.4 years. Compliance Period Percent of Project 87% Funded by CDBG/HOME Property Taxes Tax Exempt r CITY OF IOWA CITY MYEP provides an after school program for children with disabilities ages K -12 and youth employment opportunities for at risk youth with disabilities. Current facility needs upgrades to be suitable for clientele Documentation of and the additional office space on the second floor would expand Project Need opportunities for employment programming and services on the ground level. The applicant previously received FY12 CDBG funds to replace the stairs to provide access to the second floor. CDBG funds make up approximately 87% of the project's budget. It Project Budget appears the applicant has secured bids since the line items are Discussion included. Volunteers will be used when possible to save on labor costs. Project Coordination MYEP partners with many local agencies including the Iowa City School with Existing Services & other Services Available District, Kirkwood Community College, UAY, the ARC, Systems in the Community Unlimited, Hope House, etc. Applicant History or Capacity to Successfully MYEP successfully completed the projects from previous funding Complete the Proposed rounds and has the capacity to successfully complete this project. Project 1. What improvements have been made to the second floor since MYEP received FY12 CDBG funds? 2. Does applicant have a capital reserve budget? Summary of Items 3. All work will be subject to federal labor provisions (Davis Bacon — to be Addressed prevailing wages) and must comply with federal procurement standards (construction sealed bids) for the proposed work. r , - •T �V CITY OF I01NA CITY FY14 CDBG/HOME APPLICANT REVIEW MECCA Residential and Transitional Housing Updates and Project Name &Page Improvements Number p.95 Project Address 430 and 436 Southgate Avenue Activity Type Public Facility CITY STEPS Priority High - Substance Abuse Facility CITY STEPS Goal Improve/maintain existing public facilities (p.92) Achieved 0-30% MFI 79% 31-50% MFI 14% Beneficiaries 51-80% MFI 2% Over 80% MFI 5% Amount Requested $59,645 Repayment Terms Earned Grant Period of Affordability/ Compliance period of 5.9 years. Compliance Period Percent of Project 85% Funded by CDBG/HOME Property Taxes Tax Exempt rldi._ CITY OP IOWA CITY The facilities at 430 Southgate are outdated and need repair. The applicant must ensure safe, comfortable and modern facilities needed Documentation of to meet their client's needs. The project would upgrade the dining Project Need room with new lighting, floor replacements, new coffee bar, new countertops on the kitchen and bathroom, and updates to the waiting room. Project Budget CDBG funds make up 85% of the project's budget. Each renovation Discussion activity is itemized out on the application. Project Coordination MECCA has several community partners, including: Shelter House, with Existing Services & Community Mental Health Center and UIHC to provide joint case other Services Available planning. The applicant also purchases meals for their residential in the Community programs from Shelter House. Applicant History or Capacity to Successfully MECCA successfully completed the projects from previous funding Complete the Proposed rounds and has the capacity to successfully complete this project. Project 1. Only 36% of MECCA clients are Iowa City residents. Have other public and private entities been asked to contribute? 2. Can agency contribute any additional matching funds? 3. Does applicant have a building reserves budget? Applicant has Summary of Items requested funds over the last few years for repair/maintenance to be Addressed items that could possibly be funded through reserves. 4. All work will be subject to federal labor provisions (Davis Bacon — prevailing wages) and must comply with federal procurement (competitive bid) procedures. FY14 CDBG/HOME APPLICANT REVIEW CITY OF IMA CITY Project Name & Page Neighborhood Centers of Johnson County -Pheasant Ridge Number Playground Repair and Revitalization p.103 Project Address 2651 Roberts Road Activity Type Public Facilities CITY STEPS Priority High -Youth Service Facility CITY STEPS Goal Improve/maintain existing public facilities (p.92) Achieved 0-30% MFI 67% Beneficiaries 31-50% MFI 9% 51-80% MFI 2% Over 80% MFI 22% Amount Requested $55,000 Repayment Terms Earned Grant. Period ofAffordability/ Compliance period of 5.5 years. Compliance Period Percent of Project 90o�a Funded by CDBG/HOME Property Taxes Tax Exempt low I CITY OF IMA CITY NCJC provides education and support for low income children, youth, and adults. They provide licensed care to 225 children every day at Documentation of their various centers and the wear on the grounds and equipment is Project Need increasing. This projects would add an infant and toddler play area, make repairs to retaining walls, and add a concrete path and stairs. CDBG funds make up approximately 90% of the project's budget. Project Budget Landscaping estimates for the playground improvements were used Discussion for budget items. NCJC has a long history of coordinating with area non -profits, Project Coordination with Existing Services & organizations, neighborhood groups, neighborhood businesses and local other Services Available community leaders. There is no duplication of services as there are in the Community limited subsidized day care options in the area. Applicant History or NCJC has been successful in completing a variety of CDBG funded Capacity to Successfully public service and public facility projects over the last 20 years. NCJC Complete the Proposed has received a number of CDBG allocations for both the Pheasant Ridge Project and for the Broadway Neighborhood Center. 1. Does applicant have a capital reserve budget? 2. Can applicant ensure the project will be completed in the fall? Timeliness and completion of project on schedule is critical with the Summary of Items new HUD rules. 3. All work will be subject to federal labor provisions (Davis Bacon — to be Addressed prevailing wages) and must comply with federal procurement standards (competitive bids) for the proposed work. # ;wesi"T CITY OF IOWA CITY FY14 CDBG/HOME APPLICANT REVIEW Project Name & Page Sudanese Community Center -Property Acquisition Number p.100 Project Address 302 Scott Court Activity Type Public Facilities High —Public Facility that houses an agency that focuses on life skills CITY STEPS Priority and financial literacy CITY STEPS Goal Improve/maintain existing public facilities (p.92) Achieved 0-30% MFI 90% Beneficiaries 31-50% MFI 10% Amount Requested $50,000 Repayment Terms Earned Grant. Period ofAffordability/ Compliance period of 5 years. Compliance Period Percent of Project 56% Funded by CDBG/HOME Property Taxes Tax Exempt � r , -S CITY OF IOWA CITY The Sudanese American Community Services Organization has served over 600 very low income Sudanese new immigrants and natives with skills to learn English, financial literacy, start a small Documentation of business, and other life skills. Currently, they are renting a building. If Project Need a facility could be purchased, then those funds for rent could be used for serving and providing more services for the Sudanese. There is no aid staff. It is an all -volunteer structure. CDBG funds make up approximately 56% of the project's budget. Project Budget There are no committed funds for the matching part of the project. Discussion The group is soliciting grants and seeking donations. Project Coordination with Existing Services & The Sudanese American Community Services Center works closely with other Services Available Kirkwood College and other providers of services to the Sudanese. in the Community Applicant History or The Sudanese American Community Services Organization has been Capacity to Successfully providing services to its members for more than 11 years. It has been Complete the Proposed funded by member contributions and fundraising events. It has always Project raised the funds to provide programs and services. 1. Can the applicant raise the matching funds? 2. Does the applicant have a proposed purchase agreement for the Scott Court address for $90,000? 3. Is the applicant a legal entity? Summary of Items 4. Services must be provided to any immigrants who apply regardless to be Addressed of nationality 5. Applicant will have to document through income surveys to ensure 51 % of beneficiaries are low income 6. Does the applicant have experience in administering state or federal funds? MINUTES HOUSING AND COMMUNITY DEVELOPMENT COMMISSION JANUARY 3, 2013 — 6:30 PM EMMA HARVAT HALL, CITY HALL MEMBERS PRESENT MEMBERS A BSENT: STAFF PRESENT: OTHERS PRESENT: PRELIMINARY Andrew Chappell, Michelle Bacon Curry, Cheryll Clamon, Jarrod Gatlin, Holly Hart, Jim Jacobson, Rachel Zimmermann Smith Scott Dragoo, Charlie Drum Tracy Hightshoe Scott Hanson, Roger Lusala, Ron Berg, Beth Ritter Ruback, Tracey Achenbach, Phoebe Trepp, Jim Swaim, Lynette Jacoby, Kafi Dixon, Diane Dingbaum RECOMMENDATIONS TO THE CITY COUNCIL: Zimmermann Smith moved to approve a recommendation to City Council to approve an Annual Action Plan Amendment to allow FY13 economic development funds to be used for a fagade improvement program in the downtown urban renewal area. (Passed 7-0) CALL TO ORDER: The meeting was called to order by Chappell at 6:30 p.m. APPROVAL OF THE NOVEMBER 15, 2012 MINUTES: Zimmermann Smith moved to approve the minutes with minor corrections. Hart seconded. A vote was taken and the motion carried 7-0. PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA: None. STAFF/COMMISSION COMMENT: Hightshoe reminded the Commission of some important dates for CDBG/HOME applications and application workshops. DISCUSSION REGARDING FY14 AID TO AGENCIES FUNDING REQUESTS: Chappell recused himself from this discussion because of a conflict of interest. HOUSING AND COMMUNITY DEVELOPMENT COMMISSION January 3, 2013 PAGE 2 of 8 Hightshoe explained to the Commission that tonight they will be determining the process they will follow to make their Aid to Agencies allocations on January 17. Hightshoe said in the past two years there haven't been significant changes in the process/allocations. She said the commission elected to have an open allocation process. There may be a growing number of applicants for the same limited pool of funds. The Commission discussed and concurred that they would recommend that Extend the Dream apply through the CDBG process rather than Aid to Agencies as their application was for roofing and flooring. There is limited availability for operational costs and this application is eligible for CDBG public facility funds. Hightshoe stated she would forward notice to Extend the Dream that this application would not be considered for Aid to Agency funds; but encouraged to submit a CDBG public facility application. The Commission decided that they would like a spreadsheet with all their preliminary funding recommendations. Jacobson said he said he had concerns with the relative amounts asked for from Iowa City versus Coralville. He said he was looking at the proportion of requested money to populations served. He said another concern of his is overlap of services with some of the applications and if the applicant has connected the dots well in terms of CITY STEPS. Bacon Curry said that duplication and overlap of services has been an ongoing discussion. Hart asked if there was any prior documentation staff may have concerning overlap of services. Hart asked if there had been concerns expressed by the City Council. Hightshoe said duplication of services is a concern for most funders. If there are any specific questions about duplication or overlap with a certain application, she requested members forward her the question and she will contact the agency for a written response that will be shared with all the commission members. Zimmermann Smith remarked that to her the Johnson County Youth Social Services Program and the Fast Track Program seemed like the same things, although one of the agencies had a specific, targeted goal that appealed to her more than the agency with the more nebulous goal. Hart said that there may be agencies that have very similar activities but they might not serve the same clientele. Jacobson stated that he can't tell that from the applications. The Commission decided that applicants should be encouraged to come to the January 17th meeting so the Commission can ask questions. Beth Ritter Ruback from the Crisis Center said she believes the Commission should make it mandatory that agency representatives be present at the January 17th meeting. She said based on the discussion the Commission is having now, she would feel bad if one of their colleagues missed the chance to receive funding due to their absence. Hightshoe said she would notify all the agencies that they are strongly encouraged to attend because of the issues that are being discussed tonight. One of the applicants said the process was different this year. He was under the impression that they were applying for funding from Iowa City, Johnson County and United Way. If Iowa City has different criteria than United Way and other funders, he suggested their own application so that applicants could better respond to questions about the Consolidated Plan. He also HOUSING AND COMMUNITY DEVELOPMENT COMMISSION January 3, 2013 PAGE 3 of 8 remarked that the amount of space on the United Way form limited the amount of information he could provide. Crisis Center representative said she feels that the process of joint applications may not serve their purpose well with the passing of Linda Severson, who served as a liaison to all of the agencies in the cities and in United Way and brought a body of knowledge with her that made it possible to do joint applications. Hightshoe said the commission will review the process and will be discussed in April. Bacon Curry recommended a committee to evaluate the process. Many of the funding agencies present wanted to provide feedback. 1. HOUSING TRUST FUND OF JOHNSON COUNTY Achenbach stated they use to apply independently directly to the City Manager/Council for funds. They are now included in this process. Jacobson asked how the projects that the agency funds differ from the projects that CDBG funds. Achenbach stated they at times fund the same projects due to financial gaps and not enough funding. They are the only housing trust fund in Johnson County, thus can apply annually for state funds which brings in more money for housing projects in the County. She said they offer four funding rounds a year. She said she thinks that the money they make available lessens the amount a builder would have to ask from the City. She said they are a source of funding just like City funding. Bacon Curry asked what the funds are that they, and no one else in Iowa, can apply for. Achenbach explained that they are appropriated every year through the State Legislature for housing trust funds and the Iowa Finance Authority is given the job of disbursing them. Jacobson asked if they have to ask the City for a certain minimum or maximum level of funding. She said they are required to meet a local match and are required to have approximately $60,000 as a local match for their State application. 2. SHELTER HOUSE Phoebe Trepp said their facility has expanded and their need has also grown. She said with their expansion their operating costs have increased. Bacon Curry asked Trepp to address the prior HCDC concern that when the new larger facility was built, how Shelter House would cover the increase in operating costs. She said Shelter House had responded that they believed revenues from new programs and energy efficiency improvements would assist them cover increased capacity costs. Trepp said there is revenue coming in from established and new programs and they are looking at new sources for the coming year. Kafi Dixon said the new building was a community need, and it was time for that growth for Shelter House. Hightshoe asked if the lodge properties would be self-sustaining. Trepp said the hope is that they will be once they are fully occupied. She said the plan is to put away enough income generated by these properties to expand and potentially get another property. She said even if the income necessary for operations isn't being generated, the need is still there, and no one else is providing this service. Jacobson asked them to explain the wages they pay the clients who work for them. 3. CRISIS CENTER OF JOHNSON COUNTY HOUSING AND COMMUNITY DEVELOPMENT COMMISSION January 3, 2013 PAGE 4 of 8 Bacon Curry mentioned that this allocation is higher than last year's. She asked if the Crisis Center has statistics on how many of the households that received emergency assistance for rent also receive some sort of subsidized housing. She said if they were receiving both kinds of aid, that's a problem in the system that needs to be looked at. Ritter Ruback said that for emergency services, they are the last resort and have to show that they have applied for other assistance. She said she will be able to provide some of the statistics Bacon Curry was interested in. 4. MAYOR'S YOUTH EMPOWERMENT PROGRAM Jacobson asked for more details in how their program ties in with CITY STEPS. Roger Lusala explained that they rank pretty high because they provide services for youth with disabilities as well as job training and mentoring services. He informed the Commission that the City employs youth from this program at the library, Mercer Park and the Rec Center. The school district also is an employer of their youth. Zimmermann Smith asked if the requested money is specifically for the kids on the Fast Track program. Lusala explained how the Fast Track and Youth Leadership programs work. Gatlin asked how good their retention rate for employees was. Lusala said most youth they employ or train come back year after year. Gatlin said he would like to see the retention rates for the agencies they are employed with. Jacobson asked if any of their kids belong to other programs. Lusala said if a kid is part of another program, they will collaborate with them. Jacobson asked how the carry-over fund balance worked and Lusala explained that it is actual costs for Medicaid and they have to pay back what they don't use. Lusala explained the staff salary numbers. 5. JOHNSON COUNTY SOCIAL SERVICES. Lynette Jacoby explained that she is requesting $10,000. Bacon Curry asked if she had numbers for what percentage of youth that they train retain employment. Jacoby explained that the goal of the program is for summer employment and many students have commitments to their education once school starts in the fall. She said that many of the children in this program come from poverty and haven't developed a work ethic, so the program teaches comprehensive training, including how to communicate, how to dress, preparing a resume, etc. Jacoby said none of the money stays with the county but goes out to collaborating agencies. She explained how this collaboration was facilitated with the other agencies. Zimmermann Smith said this program has been going on for six years, and it would be great for anyone who was going to give them money to see the long-term impact of the programs and who they may have helped. She thought it would be a good idea to conduct surveys to get this information. Jacoby said she and Latasha Massey had spoken about their intention of a six-month follow-up to track some of the successes in them finding and keeping employment. Jacobson said for all the agencies, he would like to see more hard data and even anecdotal evidence in their applications. In response to a question by Gatlin, Jacoby talked about how their application process works and that due to the large number of applicants, students are not allowed to re - enroll. 6. NEIGHBORHOOD CENTERS OF JOHNSON COUNTY HOUSING AND COMMUNITY DEVELOPMENT COMMISSION January 3, 2013 PAGE 5 of 8 Dingbaum said with the increased funding request, they would allocate more resources to families and child care positions. Gatlin asked if she could provide any more data that would show improvement in the total number of students that are moving from an IEP to general education. Dingbaum explained how they are following students in the various programs. Jacobson wanted to know why there was such a discrepancy between the amounts requested for Iowa City versus Coralville. Dingbaum said most of their clients are in Iowa City. She said she would have to get back to him on how they decided how much to ask for each city. 7. BIG BROTHERS/BIG SISTERS Bacon Curry wanted to know if they don't fully fund the request, what happens based on locality. Scott Hanson said it's an understanding of where there funding is coming from and how they are allocating that funding. Bacon Curry asked if Iowa City kicks in an additional $8,000 this year and Johnson County and Coralville fund nothing, will they spend all of the $8,000 in Iowa City. Hanson replied that they would. He said the more money they receive, the more kids they can serve. He explained that Johnson County funding can go for Iowa City and Coralville and outlying areas. He said with the additional funding, they can serve the 94 children who are waiting. He said they are also requesting funding from other sources, including North Liberty, where they serve a large number of children. He said that finding volunteers is not difficult, and that the volunteers each submit $20.00 to pay for the cost of the background checks. He said they just recently got a new database system, and can provide more local data as time goes on. Bacon Curry asked what they will do for staff if they get 94 more children on board. Hanson said they have some capacity for growth built in and will be adding staff if they reach a certain level. 8. UNITED ACTION FOR YOUTH Jim Swaim explained how the carry-over was computed. He said one of the primary things they use local money for is to match other grants so they are aggressive in going after Federal or State grants that relate to their mission, and there are still a good number of these grants available. He said they are successful with three different anonymous foundations. He said they have had to reduce their drop -in days, and there has been an increase in the number of kids who have signed up for a structured workshop they found out about on a drop -in day. Swaim said on the Prevention and Youth Development work they are doing, they really are collaborating with MECCA, Neighborhood Centers and Big Brothers/Big Sisters through the county on a comprehensive youth development effort. He said they have also recently been doing a lot of mental health counseling through the schools due to recent events. He said they also got a trauma informed special care grant through the county. The grant is designed to improve the response among teens and children and their families to the varieties of trauma that they are encountering, which he feels is especially critical now in Iowa City. 9. MECCA SERVICES Ron Berg discussed their carry-over rate. Berg discussed contracts for funding and how they patch their money together from a variety of sources. He explained how and why they will be ending their affiliation with I -Care in March. Gatlin recommended that any questions the Commission has for applicants who are not present should be emailed to staff, who will collect the information and disperse it to the Commission. The Commission agreed. HOUSING AND COMMUNITY DEVELOPMENT COMMISSION January 3, 2013 PAGE 6of8 DISCUSS FY13 ANNUAL ACTION PLAN AMENDMENT FOR CDBG ECONOMIC DEVELOPMENT PROJECTS • Recommendation to City Council Chappell rejoined the meeting. Hightshoe reminded commission members that the City is under a Workout Plan, required by HUD, to spend down the money it has in their line of credit. While staff is working with CDBG subrecipients, the City must also look at City projects receiving CDBG funds. There is currently $144,000 in the Economic Development Fund for working capital loans for small businesses. The City has not received an application these last few months and no applications are pending. Staff has reviewed what other economic development activities are eligible and potential interest from applicants. Staff recommends the FY13 economic development allocation (approximately $70,000) be used for commercial fagade improvements in the downtown urban renewal area. The City Council Economic Development Committee recommended that half of the $144,000 remain available for working capital loans for small businesses and the other half be used for the fagade improvement program. She said based on our Citizen Participate Plan, HCDC is asked to make a recommendation to Council as fagade improvements require an Annual Action Plan Amendment to change the national objective for these funds from benefitting low -to -moderate income to prevention of slum and blight. Chappell asked if the proposal is for outright grants. Hightshoe said City assistance is limited to 40% of total project costs up to $50,000. The City assistance is in the form of a grant. She said she estimates that the funds will assist two or three fagade improvements. Zimmermann Smith moved to approve a recommendation to City Council for an Annual Action Plan Amendment to allow FY13 economic development funds to be used for a fagade improvement program in the downtown urban renewal area. Bacon Curry seconded. A vote was taken and the motion passed 7-0. Monitoring Reports • HACAP - Playground Zimmerman Smith reported that the project was completed in mid -October and they are happy with the results. HACAP said it appreciates the Commission's support of the project, and it has made the area a happier place for many of the homeless children who live in townhomes. • Neighborhood Centers of Johnson County — Aid to Agencies Zimmerman Smith reported she didn't hear back from Brian Loring and will follow up with him. Community Mental Health Center -Accessibility Zimmerman Smith reported that the Commission is familiar with this project and that it is being transitioned into something other than the original plan. DVIP — Facility Rehabilitation HOUSING AND COMMUNITY DEVELOPMENT COMMISSION January 3, 2013 PAGE 7of8 Hart reported that kitchen rehabilitation and flooring replacement project is in the design phase, and they are in discussion with an architect. They have a timeline in place. They hope to have contractor by February 1 si and have construction complete by April 15t" They explained how they will accommodate staff and programs while under construction. FY12 Habitat for Humanity — Land Acquisition Hart reported that Mark Patton said they bought five lots in Saddlebrook and one additional lot at 316 Fourth Avenue, which was dedicated several weeks ago. He said the five lots cost $142,500, and the one on Fourth Ave. cost $25,000. He said the remaining $12,500 will be spent on construction costs on the Fourth Avenue property. He said a minimum of three will begin construction immediately. FY11 Shelter House — Rental Rehabilitation Hart reported that the Ashley Street project is done and all the work is beautiful. She said they are eager to conduct a tour for the Commission to show how the money was spent. FY11 Isis Investments LLC —Rental Housing Hart reported that they held meetings with JAY to fill the units with teen parents. They purchased a duplex on Esther Court on August 1, 2012, at a cost of $200,000. A total of $103,565 in CDBG funds was used for the downpayment and soft costs. As of November of 2012, rehab of both units was complete. The units are leased. They hope to find additional property to complete the acquisition phase of the project within the next two months. Identifying properties for purchase in eligible areas has been difficult. Hightshoe said if a property isn't identified by March, that money will be available for reallocation. FY11 Wetherby Condos South LLC — Rental Housing Hart reported the Broadway Condominium's name has been changed to Orchard Place. They are hoping to have a building inspection and get the certificate of occupancy soon. Hightshoe added that they got their certificate on December 13t", 2012. Hightshoe said all the interiors were gutted and redone. ADJOURNMENT: Zimmermann Smith moved to adjourn. Bacon Curry seconded. A vote was taken and the motion carried 7-0. z O U) 73 73 O U z W a O J W W 0 F z 0 O U Om Q0� C7 r o nmw J 7 O � ¢ x�a z O fA N_ O U H z W 2 a O J W LU W 0 } H z O U 0 z Q U' z W O x 0 O U W w W M U z Q N 0 z W H H Q 0 X X X 0 0 X X X X d W v 0 LD 0 v 0 Cl) 0 Cl) 0 LD 0 Cl) 0 v 0 LD 0 N N N N N N N N N K W rn rn rn rn rn rn rn rn rn F J W J J w w x U w z x U U m W Z W IL IL Q 0 J W 0Z 2 Q 0 O O O o J U 7 13 w ZF F 0 W x K x m O U = N K W � N MINUTES PRELIMINARY HOUSING AND COMMUNITY DEVELOPMENT COMMISSION JANUARY 17, 2013 — 6:30 PM IOWA CITY PUBLIC LIBRARY, MEETING ROOM A, 123 S. LINN STREET MEMBERS PRESENT: Andrew Chappell, Michelle Bacon Curry, Scott Dragoo, Charles Drum, Holly Jane Hart, Rachel Zimmermann Smith, Cheryll Clamon, Jim Jacobson MEMBERS ABSENT: Jarrod Gatlin STAFF PRESENT: Tracy Hightshoe, Doug Ongie OTHERS PRESENT: Ewa Bardalh, Rebecca Neades, Lucas Benson, Barbara Vinegrade, Ron Berg, Scott Hansen, Tracey Achenbach, Mary Palmberg, Kristie Doser, Jo Bowers, Elizabeth Haas, Susan Gray, Roger Lusala, Lynette Jacoby, Phoebe Trepp, Crissy Canganelli, Jeff Kellbach, Beth Ritter Rubach, Karla Miller RECOMMENDATIONS TO COUNCIL: The following FY14 Aid to Agencies budget is recommended for City Council approval (passed 7-0). Consideration of this recommendation will be placed on the May 7 City Council agenda. Agency FY14 Funding Request HCDC V17/2013 Recommendmlan 4C's Community Coord. Child Care 112000 51,85D Arc of Southeast Iowa 54,cc" 52,169 Big Broth ers j Big Sisters 540,DDC $29,325 Compeer of Johnson County SS,WD 53,313 Crisis Center of Johnson County 549,540 $38,ODD Domestic Violence Intervention Program 552,5DD $47,5011 Elder Services Inc. 55D,CCD 949,819 Extend the Dream Foundation 52g000 Not Eligible Free Lunch Program ;2,C^D $2,00D Hillcrest Family Services -.LLO So Housing Trust Fund of1C M,000 ICCSD Family Resource Centers .__D $10,ODD IC Free Medical/Dental Clinic - .CCO 57,500 Johnson County Soc a Services ----D S6000 Mayor's Youth Emp. Frogram --:.:.0 $6,ODD MECCA -3 22 516,880 N eigh both ood Centers of IC $'-,CDD $51,ODD Pathways Adult Day Health Center $.5,000 $4,000 R a pe Victi m Advxacy Progra m $15,400 510,325 Shelter House 564,500 532,525 The Dream Center 539,30o So United Anion for Youth 555,0110 $53,5DD Total Request 5625,202 5179,700 HOUSING AND COMMUNITY DEVELOPMENT COMMISSION JANUARY 17, 2013 PAGE 2 of 5 CALL TO ORDER: The meeting was called to order by Chair Andrew Chappell at 6:30 p.m PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA: None. REVIEW OF THE FY14 ALLOCATION PROCESS AND PROFORMA STAFF/COMMISSION COMMENT: Hightshoe stated the CDBG/HOME applications are due Friday, January 181" at noon with a question and answer session with applicants scheduled February 21sr. The Commission will review allocations and make funding recommendations on March 7r". If not able to finalize a recommendation at the March 7r" meeting, the commission will meet again on March 14r". After the commission submits a funding recommendation, Hightshoe will draft a FY14 Annual Action Plan for HUD. After a 30-day comment period, Council will review and approve a final budget at their May 7 meeting. Approved projects can start after July 1sr. Any rental projects must submit a proforma and comply with the City's new underwriting criteria. HUD requires all grantees to establish underwriting criteria for their housing projects. Hightshoe explained the proforma and the various line items. Any problems with the proforma will be identified in the staff's analysis of the project. Dragoo will report on MECCA and Habitat for Humanity in February. Zimmermann Smith will report on the Neighborhood Centers of Johnson County in February Clamon reported on the FY11 Habitat for Humanity CDBG funds to remodel and upgrade the Industrial Park facility purchased in December 2011. Habitat hopes to draw the remaining funds in the next month Hightshoe said it could open by the end of January. Clamon reported on FY12 United Action for Youth. LAY purchased and rehabilitated two adjoining properties. Work finished and hoping to move clients (teen parents, homeless teens) in this month. 11&1919*1[a]L,IN*711IN111L,"yfC!_1111111t97_w=1 L,[dl*1111L,1111L,[C]INx@111*I� Chappell left the room due to a conflict of interest Discussion of setting parameters for application and approval process. Idea of forming a committee to review process and determine next year's process. Will get applicant feedback. Discussion of allocations based on community need, average amount versus funding request. Commission discussed The Dream Center request for $39,300. Benson explained organization's mission to design a community and organize resources for single fathers. Commission agreed to $0 at this time. Commission discussed Big Brothers Big Sisters request for $40,000. Majority of commission agreed to fund at average allocation. Commission discussed The Crisis Center of Johnson County request for $49,540. Commission indicated $38,000. HOUSING AND COMMUNITY DEVELOPMENT COMMISSION JANUARY 17, 2013 PAGE 3 of 5 Commission discussed Domestic Violence Intervention Program request for $52,500. Commission agreed with average allocation. Commission discussed Elder Services Inc. request for $60,000, $48,819 average allocation agreed. Commission discussed Free Lunch Program request for $2,000, proposed $2,000, agreed. Commission discussed Hillcrest Family Services request for $4,000. Discussion over the small amount of money requested, decreased funds; however additional applicants. Commission suggested $0. Commission discussed Housing Trust Funds of Johnson County request for $8,000, commission agreed to fund $8,000. Commission discussed Family Resource Centers request for $50,000. Vanden Berg explained that a federal grant allowed the organization to establish centers in every Iowa City school, but the grant has expired. Applicant concerned with serving the same amount of children with less staff time. Hightshoe clarified that the activity was an eligible CDBG activity, but the commission is no longer allocating any funds in the competitive CDBG round as all CDBG operational funds are now in the Aid to Agency pool of funds. Once funding decisions are made, staff determines which of the agencies will receive CDBG funds as opposed to City general funds. Typically based on what type of reporting the agency does for other funders so as not to increase reporting requirements. Family Resource Centers was also seeking funding from the other cities in the district. Discussion of $25,000, commission member suggested any leftover money could go towards this project. Commission agreed to fund at $10,000. Commission discussed Iowa City Free Medical/Dental Clinic request for $10,000, agreed to $7,500. Commission discussed Johnson County Social Services request for $10,000. Hightshoe requested clarification of this program compared to Mayor Youth's employment program. Commission agreed to fund each at $6,000 for each. Commission discussed MECCA request for $33,022, source of income was considered. Agreed to average allocation of $16,880. Commission discussed Neighborhood Centers of Johnson County request for $70,000 agreed to average allocation $51,000. Commission discussed Pathways Adult Day Health Center request for $5,000, acknowledged importance of the service to the community and the need. Agreed to $4,000. Commission discussed Rape Victim Advocacy Program request for $15,400. Agreed to average allocation of $10,325. Commission discussed Shelter House request for $64,500. Commission agreed to average allocation of $32,525. Commission discussed United Action for Youth request for $65,000. Commission agreed to $53,500. Commission addressed application process and received input from applicants. Applicants suggested less redundant questions, discussion about application process coinciding with CDBG/HOME. Commission will follow up with a committee and feedback from applicants in April. Commission member wants to streamline funding allocation. Request staff to see how other cities allocate these funds. Zimmermann Smith motioned to recommend the following FY14 Aid to Agency budget to City Council. Hart seconded. HOUSING AND COMMUNITY DEVELOPMENT COMMISSION JANUARY 17, 2013 PAGE 4 of 5 Agency FY14 Funding Request HCDC 1/17/2011 Recommendml on 4C's Community Coord. Child Care S2,DDD 5LS5- Arc of Southeast Iowa $4,C00 $2,163 Big Broth ers J Big Sisters 540,DDD $29,325 Compeer of Johnson County S5,0DC 53,313 Crisis Center of Johnson County 549,54C $38,ODD Domestic Violence Intervention Program $52,5C $47,500 Elder Servires Inc. 55D.00C 549,819 Extend the Dream Foundation 520,DDD Not Eligible Free Lunch Program 5' "' $2,DDC Hillcrest Family Services --""" SD Housing Trust Fund of1C - MOOD ICCSD Family Resource Centers --D $101000 IC Free Medical/Dental Clinic 'D 57,50D Johnson CounrySocial Services -D $fi 000 Mayor's Youth Emp. Program --.:.:.0 $6,ODD M ELLA $16,8RD Neighborhood Centers of JC -D $51,00� Pathways Adult Day Health Center --.__7 $4,CDD Rape Victim Advocacy Program - 7.=70 510,325 Shelter House 532,525 The Dream Center So DnitedA ion for Youth 'E=.-ZD $53,500 Total Request 5625,262 $37817M Vote taken, motion carried 7-0- ADJOURNMENT: Bacon Curry moved to adjourn. Hart seconded. 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