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HomeMy WebLinkAbout2005-04-07 Info Packet CITY COUNCIL INFORMATION PACKET CITY O[- IOW,X CiTY April 7, 2005 www.icgov.org IP1 Tentative Future City Council Meetings and Agendas IP2 Memorandum from Council Member Bailey: National League of Cities Trip IP3 Memorandum from the City Manager: Peninsula IP4 Memorandum from the Assistant City Manager: Cable TV Franchise Extension Agreement and Amended Enabling Ordinance IP5 Memorandum from the Assistant City Manager: Spring Clean-Up in the Central Business District (CBD) IP6 Memorandum from the Budget Management Analyst: Budget Amendments for Fiscal Year Ending June 30, 2005 IP7 Memorandum from the Public Works Director: Landfill Land Purchase IP8 Memorandum from the Community and Economic I-)evelopment Coordinator: FY06 Project Resource Book (this document is available electronically) IP9 ECICOG Resolution Amending The East Central Iowa Council of Governments Regional Comprehensive Integrated Solid Waste Management Plan 2004-2010 [submitted by Mayor Pro tem Wilburn] IP10 First Impressions Symposium June 17, 2005 [submitted by Mayor Pro tem Wilburn] IPll Housing and Building Inspection Dept: Building Permit Information March 2005 PRELIMINARY DRAFT/MINUTES IP12 Planning and Zoning Commission: March 17, 2005 .~ City Council Meeting Schedule and ~ -"": Work Session Agendas ~,)r,i 7, U), www.icgov.org TENTATIVE FUTURE MEETINGS AND AGENDAS * MONDAY, APRIL 18 Emma J. Hafvat Hall 6:30p Council Work Session , TUESDAY, APRIL 19 f,,~m~J H,,,~,~tl/~i/ 7:00p Regular Formal Council Meeting WEDNESDAY, APRIL 27 Coralville City Hall 4:30p Joint Meeting of the City Councils of Iowa City, Coralville, and North Liberty; the Iowa City Community School Board, and the Johnson County Board of Supervisors * MONDAY, MAY 2 Emma J, Harvat Hall 6:30p Council Work Session · TUESDAY, MAY 3 Emma J. Harvat Hall 7:00p Regular Formal Council Meeting · FRIDAY, MAY 6 Emma J Harvat Hall 8:30a Special Formal Evaluations · MONDAY. MAY 16 Emma J Ha[~,,~t Hal! 6:30p Council Work Session · TUESDAY, MAY 17 Emma J. Ha~¥at Hall 7:00p Regular Formal Council Meeting · MONDAY, JUNE 6 Emma J. Harvat Hall 6:30p Council Work Session , TUESDAY, JUNE 7 Emma J. HatvatHall 7:00p Regular Formal Council Meeting · MONDAY, JUNE 20 Emma J Ha~vatHall 6:30p Council Work Session · TUESDAY, JUNE 21 Emma J. Harvat Hall 7:00p Regular Formal Council Meeting C i T V O F I O C ! T V IP2 M E M ORA N D U M TO: City Council FROM: Regenia Bailey DATE: April 2, 2005 RE: National League of Cities Trip I appreciated the opportunity to attend the National League of Cities Congressional City Conference, March 11--15. My objectives for attending the conference were: to enhance my abilities as a Council member by attending the League's training seminars and by networking with municipal leaders from throughout the United States; 1o increase my familiarity with current Federal issues that have an impact on our community; and to participate in the League's lobby day to voice our community issues and concerns to our Ccngressional delegation. On Sunday, I attended a panel discussion about communities bringing high-speed Internet services to their citizens. As we see in our own state legislature, there are varying opinions about the role of government in providing Internet service. This panel highlighted 3 communities that provided this service as part of core city infrastructure services. Although I see the role of our community in provision of these services as more limited than in these communities, it is good that we have started the discussion of the economic development importance of broadband and other communication technologies in our region. It is a discussion that will need to continue, especially as we discuss the creative economy and economic development initiatives in our region. As you know, President Bush's 2006 budget moves the Ccmmunity Development Block Grant (CDBG) program and seventeen other direct grant programs into the new 'Strengthening America's Communities' initiative within the Department of Commerce. These combined eighteen programs are at a proposed $3.71 billion--S1 billion less than the current CDBG program alone. This issue was the focus of many discussions at the conference. We had the opportunity to talk about CDBG and other issues, such as Federal Transportation Reauthorization, with Iowa's Congressional delegation at a joint meeting with around a dozen Iowa municipal leaders on Tuesday morning. Unfortunately, Congressman Leach was the only member of Iowa's Congressional delegation who did not attend or send a staff member to attend this meeting. Although all spoke supportively about the CDBG program, some acknowledged that even if there isn't a move of CDBG to the Department of Commerce, the program's funding level will likely be reduced. As we saw in the memo from Mayor Pro Tem Wilburn in last week's materials, there are House and Senate resolutions to restore CDBG funding. This is an issue that merits continuing lobbying. Iowa City uses its CDBG funding well--in ways t'~at broadly benefit our community. The impact of a reduction of these funds would have grave consequences on human service agencies and small businesses in our community. Date: April 4, 2005 To: City Council From: City Manager Re' Peninsula Council asked for an update on construction activity at the Peninsula. These values do not include the value of the land. BUILDING PERMITS - PENINSULA NEIGHBORHOOD PERMIT # TOTAL VALUATION DESCRIPTION BLD02-00764 222,031 s.f.d, w/2 car garage & granny flat BLD02-00766 208,432 s.f.d, w/no garage BLD02-00769 204,229 s.f.d BLD02-00796 199,632 s.f.d, w/no garage BLD02-00798 150,436 s.f.d BLD02-00829 202,110 s.f.d B LD02-00837 179,121 s.f.d BLD03-00006 foundation for s.f.d. BLD03-00067 246 935 s.f.d, w/2 car garage & granny flat BLD03-00069 58 480 gr~nny flat w/attached 2 car garage BLD03-00070 58 480 gr~nny flat w/attached 2 car gargae BLD03-00071 58 480 gra~nny flat w/attached 2 car garage BLD03-00072 58 480 gr~nnyflat w/attached 2 car garage BLD03-00184 588 323 4 unit rowhouse BLD03-00257 250 578 duplex -no garages BLD03-00344 195 000 s.f.d BLD03-00414 245,000 duplex townhouse - no garage BLD03-00428 209,000 s.f.d. BLD03-00546 344,000 s.f.d, w/attached garage BLD04-00140 145,000 s.f.d zero lot line townhouse unit BLD04-00143 145,000 duplex BLD04-00145 145,000 s.f.d, zero lot line townhouse unit BLD04-00146 145,000 s.f.d, zero lot line townhouse unit BLD04-00147 145,000 duplex BLD04-00148 976,000 10 unit apartment building BLD04-00461 529,159 4 unit townhouse w/2 car garages BLD04-00683 2,781,362 24 unit aprtment building w! garage under BLD05-00087 158,131 s.f.d, w/2 car garage BLD05-00088 158,131 s.f.d, w/2 car garage BLD05-00089 158.131 s.f.d, w/2 car garage TOTAL 9,164,661 CITY OF IOWA CITY MEMORANDUM To: Mayor and City Council From: Dale Helling, Assistant City Manager ( Re: Cable TV Franchise Extension Agreement and Amended Enabling Ordinance Negotiations with Mediacom have been completed, and the Iowa City Telecommunications Commission will hold a public hearing on April 18, 2005, at 5:30 p.m. in Meeting Room A at the Iowa City Public Library. The public hearing will afford citizens an opportunity to comment on the proposed Franchise Extension Agreement and amended I--nabling Ordinance. These documents reflect an extension of the current franchise agreement; thus, revisions to the franchise agreement and to the ordinance are limited The franchise is non-exclusive, as required by federal law, and extends the existing agreement by 13 years. The proposed Franchise Agreement and amended Ordinance are available online through the Cable TV Division's website at http://www, citychannel4 corn, as well as in the City Clerk's Office. Substantive changes to the Franchise Agreement include the following: 1. The pass-through amount on subscriber bills for funding local access will increase from $.50 per month to $.55 per month on executio'~ of the agreement, and will further increase to $.60 per month in the sixth year. This amount has been $.50 per month since 1996. The 5% franchise fee and formula for Ioc~l access funding from Mediacom will remain unchanged. 2. Mediacom agrees to extend their music contract (:overage to all local access channels. This will enable all channels to make use of commercial music from ASCAP/BMI/SESAC for production and performance purposes in any program they produce. This should enhance the professionalism of some local programming. 3. Mediacom will provide an upgraded Emergency Alert System that the City may choose to control and operate if it so desires. 4. Mediacom will share in the cost of establishini~l video origination locations at the intersections of Dubuque and Washington Streets, Dubuque Street and Iowa Avenue, and Iowa Avenue and Clinton Street. This will enable the Cable TV Division to do live cable casting of many of the popular events that occur in these areas. 5. Mediacom will provide the local access channels with up to 100 Public Service Announcements to be played back on the cable :system each month. Such playbacks may appear on any channel, including WGN, ESPN, TBS, and others. 6. Mediacom will rebate 1/30t~ of a subscriber's monthly bill for outages of 4 (previously 18) hours or more. For service interruptions that exceed 14 days, the customer can receive a full one month's credit. April 6, 2005 Page 2 7. Mediacom will make efforts to better inform subscribers about their "snowbird" policy, which enables senior citizens who go south for exlended periods during the winter to pay a nominal fee and retain their services. 8. Mediacom will supply a free cable modem and corresponding services to all public schools in Iowa City. This includes internet access. 9. Mediacom agrees to include a state-of-the-art clause that will ensure that the Iowa City cable TV system will be up to date with the most c~Jrrent industry practices. Numerous non-substantive language changes are also included for both the franchise agreement and the enabling ordinance to bring these documents up to date. But for the most part, the franchise agreement is an extension o1' the existing agreement. The 13 year period represents a negotiated 12 year extension with a consideration for its execution nearly a year in advance of the expiration of the current franchise. At its regular meeting on April 25, the Commission will discuss the input received at the public hearing. At that time, if there are no further issues the Commission wishes to address, it will make a formal recommendation to the City Council. Please feel free to contact me or Drew Shaffer directly if you have any questions or if you would like further clarification. cc. Iowa City Telecommunications Commission Drew Shaffer, Cable TV Administrator Rice-Williams, Associates mg r/asst/mem/ca bletv-a gt doc CITY OF 10 W,a C TY DLI MEMORAN M Date: April 6, 2005 To: Mayor and City Council '," /~ ~ From: Dale Helling, Assistant City Manager Re: Spring Clean-Up in the Central Business District (CBD) Spring clean-up in the CBD area is currently underway. Alleys have been steam cleaned and pressure washing of City Plaza and all sidewalks within lhe area should be finished by April 8. The Streets Division has begun its Summer schedule of weekly street sweeping in the CBD. This occurs every Thursday night and early Friday morning. Some Streets Division employees will be temporarily reassigned to assist the regular CBD maintenance staff with cleaning debris from planters, cle]ning under tree grates, repairing and re-stenciling some signs, and other general maintenance work. Fresh mulch will be placed in all appropriate planters and flower beds. Planting of annual flowers will occur throughout the Spring months as dictated by weather conditions. Several seasonal employees are hired each year from mid-Spring to mid-Fall to help clean and maintain the downtown area. Date: April 5, 2005 To: City Council and City Manager From: Deb Mansfield, Budget Management Analyst Re: Budget Amendments for Fiscal Year Ending June 30 2005 A public hearing is set for the City Council meeting on April 19, 2005, at 7:00 p.m., for the purpose of amending the FY2005 budget. This supporting documentation is on public display and available to the public at the City Clerk's office, the Iowa City Public Library and Finance Administration offices. The public hearing notice published on April 8, 2005 includes the FY2005 total budget as adopted, the current amendments and the total budget after current amendment. City Council approval of the amendments will be requested following the public hearing :)n April 19, 2005. Attached you will find exhibits providing information on the FY2005 budget amendment. Page 1 is the Budget Amendment and Certification Resolution in the format required by the state; Page 2 is the notice of public hearing which appeared in the Iowa City Press-Citizen on April 8, 2005. Revenues are being amended by $11,704,312, expenditures by $17,171,133, and interfund transfers by $9,076,704. Please call me at 356-5051 or Kevin O'Malley, Finance Director at 356-5053 if you have any questions. Attachments 410 EAST WASHINGTON STREET · IOWA CITY, IOWA 52240 1826 · (319) 356 5000 · FAX (319) 356 5009 52-483 CITY BUDGET AMENDMENT AND CERTIFICATION RESOLUTION To the Auditor of JOHNSON County, Iowa: The City Council of Iowa City in said County/CoL nties met on 4/19/05 ,at the place and hour set in the notice, a copy of which accompanies this certificate and is cedified as to publication. Upon taking up the proposed amendment, it was considered one taxpayers were heard for and against the amendment. The Council, after hearing all taxpayers wishing to be heard and considering the statements made by them, gave final consideration to the proposed amendment(s) to the budget and modifications proposed at the hearing, if any. thereupon, the following resolution was introduced RESOLUTION No. A RESOLUTION AMENDING THE CURRENT BUDGET FOR THE FISCAL YEAR ENDING JUNE: 2005 (AS AMENDED LAST ON .) Be it Resolved by the Council of the City of Iowa City Section 1. Following notice published 4/8/05 and the public hearing held, 4/19/05 the current budget (as previously amended) is amended as set out herein and in the detail by fund type and activity that suppods this resolution wh ch was considered at that hearing: Total Budget Total Budget as certified Current after Current or last amended Amendment Amendment Revenues & Other Financing Sources ' ~ Taxes [evied on Property 1 34,793,489 C 34,793,489 ess Uncollectted Properly lax(m-Levy Year 2 0 C 0 Net Current Property Taxes 3 34,793,489 C 34,793,489 )elinquent Property Taxes 4 0 C 0 11I Revenues 5 608,690 £ 608,690 )lher City loxes 8 1,339,748 61,664 1,401,412 icenscs & F'ermits 7 1,161,612 23,88c~ 1,185,501 Jse of Money and Properly 8 1,497,720 844,551 2,342,271 ntergovernrnental 9 27,705,638 951,72c~ 28,657,367 ,~hargcs for Serwces 10 36,877,871 -832,576 36,045,295 Special Assessments 11 0 0 0 Miscellaneous 12 3,524,280 755,182 4,279,462 ~)ther Financing Sources 13 46,228,451 9,899,873 56,128,324 Total Revenues and Other Sources 14 153,737,499 11,704,312 165,441,811 Public Safety 15 14,990,023 641,004 15,631,027 Public Works 16 9,348,494 435,630 9,784,124 Health and Social Services 17 0 0 0 Cultu re, arid Recreation 18 9,233,185 462,409 9,695,594 Community and Fcor~omic Development 19 8,224,276 2,455,806 10,680,082 General Government 20 6,661,074 -95,386 6,565,688 Debt Serwce 21 11,272,659 3,780,042 15,052,701 Capital Projects 22 19,005,600 5,092,919 24,098,519 l oral Gr/vernment Activities Expenditures 23 78,735,311 12,772,424 91,507,735 Business lype / Lnterpnses 24 40,116,387 4,398,709 44,515,096 Total Gev Activities & Business Expenditures 25 118,851,698 17,171,133 136,022,831 Transfers ()ut 26 39,392,451 9,076,704 48,469,155 Total Expenditures/Translers Out 27 158,244,149 26,247,837 184,491,986 Excess Revenues & Other Sources Over (Under) Expenditures/Transfers Out Fiscal Year 28 4,506,650 -14,543,525 - 19,050,175 Continuing Appropriation 29 0 N/A 0 F~eginning Fund Balance July 1 30 109,255,998 444,428 108,811,570 Ending Fund Balance June 30 31 104,749,348 -14,987,953 89,761,395 Passed this day of City Clerk/Finance Officer Mayor NOTICE OF PUBLIC HEARING For,il 653 C1 AMENDMENT OF CURRENT CITY BUDGET The City Council of Iowa City in JOHNSON will meet at City Hall, 410 E Washington Street at 7:00 PM on 4/19~05 ,for the purpose of amending the current budget of the city for the fiscal year ending June 30, 2005 by changing estimates of revenue and expenditure appropriations in the following fun¢lions for the reasons g~ven Additional detail is available at the city clerk's office showing revenues and expenditurDs by fund type and by activity Total Budget Total Budget as cedified Cu~ after Current or last amended Amer Amendment Revenues & Other Financing Sources Taxes Levied on Propedy 1 34.793,489 34.793,489 Net Current Property Taxes 3 34,793,489 34,793,489 Delinquent Properly Taxes 4 TIF Revenues 5 608,690 608,690 Other City Taxes 6 1.339,748 61,664 1,401,412 t icenses & Permits 7 1,161,612 23,889 1,185,501 Use ct Money and Properly 8 1,497,720 844.551 2,342,271 Intergovernmental 9 27,705,638 951,729 28,657,367 Charges for Services 10 36,877,871 832,576 36,045,295 Special Assessments 11 0 Miscellaneous 12 3,524,280 755,182 4.279,462 Ottler Finarlcing Sources 13 46,228,451 .~ ,899,873 56,128,324 Total Revenues and Other Sources 14 153,737,499 11,704,312 165,441,811 Expenditures & Other Financincl Uses Public Safety 15 14,990,023 641,004 15,631,027 Public Works 16 9,348,494 435,630 9,784,124 Health and Social Services 17 0 Culture and Recreation 18 9,233,185 462,409 9,695,594 Community and Economic Development 19 8,224,276 ; ,455,806 10,680,082 General Government 20 6,661,074 -95,386 6,565,688 Debt Service 21 11,272,659 ~ ,780,042 15,052,701 Capital Projects 22 19,005,600 5,092,919 24,098,519 ]oral Government Activities Expenditures 23 78,735,311 12:,772,424 91,507,735 l~usiness Type /Enterpnses 24 40,116,387 ,398,709 44,515,096 Total Gov Activities & Business Expenditures 25 118,851,698 17,171,133 136,022,831 I ransters Out 26 39,392,451 %076,704 48,469,155 Total Expenditures/Transfers Out 27 158,244,149 26,247,837 184,491.986 (Under) Expenditures/Transfers Out Fiscal Year 28; 4,506,650 -14,543,525 -19,050,175 2~ N Beginning Fund Balance July 1 36 109,255,998 -444,428 108,811,570 Ending Fund Balance June 30 31 104,749,348 -14,987,953 89,761,395 ExplanaTion of increases or decreases in revenue estimates, appropriations, or availab e cash: Hotel/motel revenues, Building fees, Interest on bonds, grant funding for CIP projects ir process at 6/30/04 Charges for Services revised in utility and landfill funds, Misc Revenue: early loan repayments, I-ransfers into CIP's in progress at 6/30/04 Public Safety: Fire vehicle, Police overtime, and forfeiture exp Public Works Transit grant exp & fuel Traffic Signals, ice control Culture & Recr: Bldg R&M, software, Sr Center restrncture Comm Econ Dev:: TIF pmts. Debt Service: 02 GO refunding principal, Capital Projects: Continuation of projecls in process at 6/30/04 There will be no increase in tax levies to be paid in the current fiscal year named above Any increase in expenditures set out above will be met from the increased non-property tax revenues aqd cash balances not budgeted or considered in this current budget. This will provide for a balanced budget City Slerk/Finance O~cer Name City of Iowa City MEMORANDUM TO: Steve Atkins, City Manager FROM: Rick Fosse, Public Works Director DATE: April 6, 2005 RE: Landfill Land Purchase At the April 5, 2005 City Council Meeting, approval was given to begin negotiations with the property owners west of the landfill to acquire additional property. This acquisition of additional property is necessary for the long-term continued operation of the landfill. As some background, in 1999the City adopted a 25-year plan for the landfill. This plan identified the eventual need to acquire additional property and evaluated properties to the north, south, east and west. The property to the west was identified as the best choice because of the availability of the existing leachate coll,gction system, opportunity for efficient layout of future cells and proximity to other land owned by the landfill. The 1999 study did not assign a time line for this land purchase. We now estimate that we have approximately 5 to 7 years of cover soil remaining and 13 to 20 year,'~ of space remaining at our existing site. These estimates can change if the volume of the waste stream varies or new landfill regulations are introduced. Because of the time nece:ssary for acquisition and subsequent IDNR approval of a Development and Operations Plan, it is prudent to begin the process at this time. Our next step will be to have the property appraised City of Iowa City MEMORANDUM DATE: April 4, 2005 TO: City Council and City Nanager FROH: Steven Nasby, Community and Economic Development Coordinator RE: FY06 Project Resource Book The FY06 Project Resource Book contains all of the information relating to the FY06 Community Development Block Grant (CDBG) and HONE [nvestment Partnerships Program (HOHE) funding cycle and the allocations recommended by the Housing and Community Development Commission (HCDC). The Project Resource book contains staff memorandums, staff reports, minutes from HCDC meetings, justifications for HCDC's recommended alloca, tions, project rankings and copies of all of the applications that were received requesting FY06 funding. Host importantly, section three of this book shows the projects that HCDC recommended for funding and the allocation amounts. These allocations will form the basis of our FY06 Annual Action Plan that must be submitted to the U.S. Department of Hou.~;ing and Urban Development by Hay 15. The FY06 Annual Action Plan will be in Council's packet for the Hay 3rd public hearing. Following the public hearing, we are requesting Council approval of the FY06 Annual Action Plan. Copies of the FY06 Project Resource Book are av.~ilable at the Planning and Community Development Department, 2® floor, City Hall, 410 E. Washington Street, lowa City and at the iowa City Public Library, 123 S. Linn, Iowa City. If you have questions please call me at 356-5248. Enclosure Cc: Karin Franklin, Director of Planning and Community Development PRO:IECT RESOURCE BOOK CDBG and ltOHE F. ncls 2005 (~'0~) CITY OF I0 WA CITY Planning and Community Development 410 East Washington Street Iowa City, IA 52240 319-356-5230 April 1, 2005 2005 (FY06) PRO. IECT RESOURCE BOOK Community Development Block Grant (CDBG) & HOME Znvestment Partnership (HOME) Funds Submitted by: Housing and Community Development Commission Natthew Hayek, Chairperson Jerry Anthony Erin Barnes Lor/ Bears ~¢ark Edwards W#//am Greaze/ Brian Richman R/ta Marcus Jayn e Sand/er CITY OF I0 WA CITY TABLE OF CONTENTS PART,[ EVALUA 1. Staff IVlemorandum - FY06 CDBG and HOME Funding Available .................... ! 2. Community Development Staff Reports ...................................................... 3 3. Staff Hemorandums - CDBG and HOME Funds To Allocate ........................ 75 ~,. HCDC Ranking Worksheets & Average Funding Scenario ............................ 77 5. HCDC.JustJfJcation$\Summary Memo ........................................................ 80 6. Example of Ranking Form ........................................................................ 87 PART II I~IINUTE$ OF PUBLIC HEETING$ 1. Site Tour February 17, 2005 .................................................................................. 88 2. Applicant Presentations February 17, 2005 .................................................................................. 89 3. Discussion of FY06 Funding Requests March 10, 2005 ................................................................................... 136 March 17, 2005 ................................................................................... 153 4. HCDC Budget Recommendations ............................................................ 162 PART III PROSECT$ RECOHHENDED FOR FY06 CDBG AND HOHE FUNDING CDBC~ and HOHE Applications ..................................................................... !63 PART IV PRO. IECT$ NOT RECOHHENDEO FOR FY06 CDBG AND HOHE FUND. lNG CDBG and HOME Applications ..................................................................... '~.!7 PART V PRO.1EC'I'$ WITHDRAWN BY APPLICANT CDB(3 and HOHE Applications ..................................................................... 465 PART I EVALUATION 1. Staff Memorandum - FY06 CDBG and HOME Funding Available ................... 1 2. Community Development Staff Reports ...................................................... 3 3. Staff Memorandums - CDBG and HOME Funds To Allocate ........................ 75 4. HCDC Ranking Worksheets & Average Funding Scenario ............................ 77 5. HCDC _lustifications\Summary Memo ........................................................ 80 6. Example of Ranking Form ........................................................................ 87 CITY OF I0 WA CITY TO: Housing and Community Development Commission FROM: Community & Economic Development Staff DATE: January 28, 2005 RE: FY06 CDBG/HOME Funds Available and Breakdown by Category The City of Iowa City has about $2,058,444 available for FY06 projects. This total represents $1,437,244 in entitlement funds, an estimated $220,000 in program income and $401,200 in unexpended funds from prior years. Of this total, $1,365,712 is available to allocate after all set-asides and Council earmarks are removed. The CITY STEPS 2006-2010 document is used as a guide in the allocation process and uses five-year priorities, strategies and goals to address the needs of Iow-income persons for housing, jobs and services in Iowa City. Because CITY STEPS is a multi-year plan it is important that we annually address the strategies and goals to ensure that they .are being met. These goals, and the City's effort to meet these goals, will be the method HUD will use to measure the City's performance and compliance with the CITY STEPS plan. In order to direct CDBG and HOME funds to activities meeting these multi-year goals, funds are allocated to the categories below. (Due to the recapture of prior year HOME funds, the percentages allocated for housing projects are higher than the CITY STEPS guidelines.) The categories and the amount of funds available in each are as follows: CITY STEPS 2006-2010 Guidelines FY06 Actual FY06 % Allocated Available Funds Housing Activities (48%) 54% $1,110,652 Public Services (8%) 6% $116,000 Economic Development Activities (8%) 8% $164,000 Public Facilities and Infrastructure (21%) 21% $444,060 Program Admin., Planning and Contingency (15%) 11% $223,732 TOTAL: $2,058,444 It is the policy of the City Council to allocate $105,000 of the public service funds to the annual operating expenses of Human Services Agencies, as part of the City's Aid to Agencies budget. This leaves approximately $11,000 for other public service activities. The funds in the public services category; although only 5.6% of the total, represent our "cap" on public services as identified in federal law (15% of the CDBG Entitlement plus prior year program income). This percentage is abnormally Iow this year due to the large amount of HOME funds in the budget. Page 2 Additional earmarks include the $200,000 designated for the Housing Rehabilitation program and $164,000 for the economic development fund. A requirement of the HOME program is that not less than 15% of the HOME allocation be reserved for Community Housing Development Organizations (CHDOs). In FY06, this set-aside is a minimum of $102,000. Hawkeye Area Community Action Program and Greater Iowa City Housing Fellowship qualify as CHDOs for this allocation period. The following chart illustrates the total funds available to allocate by category. FY06 Funds Available to Allocate Total Available $1,365,712 $11,000 $44,~ [] Housing Activities · Public Facilities, Planning, & Other 910,652 [] Pub c Ser~ces Please note that the dollar amounts assigned to each category are somewhat flexible with the exception of public services. The total allocation for public service projects may not exceed $11,000. Also, please keep in mind that HOME funds may only be used for eligible housing activities. This year, $910,652 must be used for housing projects that are HOME eligible. Sources of FY06 Funds FY06 CDBG Entitlement $760,075 FY06 HOME Entitlement $677,169 FY06 Anticipated CDBG Program Income $20,000 FY06 Anticipated HOME Program Income $60,000 Prior Years Unspent CDBG Funds $100,000 Prior Years Unspent HOME Funds $441,200 TOTAL $2,058,444 If you have any questions about the amounts available for allocation or about the allocation process feel free to contact Steve Long, Steve Nasby or Tracy Hightshoe at 356-5230. CTTY OF TOWA CI'TY FY06 CDBG/HOME APPLI'CANT REVI'EW STAFF REPORT Project Name & Page Number: Extend the Dream Foundation - Economic Development, Page 1 Applicant Contact: Tom Walz 319-339-0401 Project Address: 912 - 2nd Avenue Activity Type: Micro-enterprise Assistance CITY STEPS Priority: High CITY STEPS Goal Achieved: Provide Employment Support Services (page 123 - 124) Beneficiaries: 0-30% mfi 60% 31-50% mfi 40% Amount Requested: $147,000 Loan or Grant: Grant Requested Repayment Terms: Grant Requested (applicant must seek approval from the City Council) Total Cost Per Person/Household: $5,880/person Capital improvement project that will benefit individuals over a 15-year useful life expectancy. Total cost per person over a 15- year period: $450.08. Percent of Project Publicly Funded: 87% Leveraging City CDBG\HOME Funds: $0.15 in other funds for each HOME dollar requested Property Taxes: Tax-exempt STAFF ANALYSIS Documentation of Project Need Extend the Dream Foundation is requesting funds to purchase a mixed-use building at 912 - 2nd Avenue that contains 1,650 feet of commercial space. The commercial space would be used to provide storefronts to businesses that are ready to incubate from the micro-enterprise activity undertaken by Extend the Dream Foundation, which is targeted to persons with disabilities. Extend the Dream Foundation anticipates the need for the additonal space to accommodate two businesses and to launch an e-commerce training program operated by Extend the Dream Foundation. If the commercial space were not fully utilized for these businesses it could be leased on the private market. Project Budget Discussion This proposed project is comprised to two parts (housing and economic development). Applications for both parts are currently under consideration by the HCDC. To be successful, the proposed project will need to be substantially financed by both applications. Extend the Dream Foundation has also submitted an application for this activity to the Council ED Committee for their consideration. Private funds will finance about 13% of this project. No private funds or mortgage is shown for the acquisition. The acquisition cost for the commercial portion of the property is estimated to be $147,000, with total a total project cost of $168,780. Private funds are to be used for renovations and the realtor fee (part of which is being donated). Project Coordination with Existing Services~ctivities Coordination with other Extend the Dream Services is proposed. Use or referrals to existing services was not described within the application. Applicant History or Capacity to Successfully Complete the Proposed Project Extend the Dream Foundation has demonstrated the capacity to successfully complete a CDBG funded project focusing on micro-enterprise development and training. Summary of Items to be Addressed 1) No operational budget was submitted. Has the applicant researched the long-term feasiblity of the project? 2) Have other possible funding sources been researched? Such as State small business development funds or a private mortgage? 3) The application indicates that the building is being sold below market value. Can this number be documented for additional leverage? Or a loan obtained on this equity? 4) Could the project proceed with partial funding? At what level does the project become unfeasible? CITY OF IOWA CITY FY06 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: City of Iowa City - Downpayment Assistance Program Page 14 Applicant Contact: Steve Nasby 356.5248 Project Address: Citywide Activity Type: Homeownership CITY STEPS Priority: Low - Ownership CITY STEPS Goal Achieved: IV B. Affordable Housing Acquisition of Existing Units Assistance to Homebuyers to Purchase Existing Housing (P-102) Beneficiaries: 51 - 80% mfi 100% Amount Requested: $250,000 Loan or Grant: Loan Repayment Terms: Applicant is requesting a deferred payment loan to be repaid by the homeowner at the time of sale or at the end of 20 years. Applicant must seek Council approval for request. Total Cost Per Person/Household: $151,600 per household and $33,669 per person Percent of Project Publicly Funded: 10.11% Leveraging City CDBG\HOME Funds: $10.93 in other funds for each CDBG/HOME dollar requested Property Taxes: Homeowners will pay property taxes STAFF ANALYSTS Documentation of Project Need Homeownership is a strategy to help Iow-moderate income households gain self- sufficiency, stabilize families & neighborhoods and to build wealth. Iowa City has a homeownership rate of 46%, compared to 68% for the State of Iowa and 66% for the nation as a whole. CITY STEPS encourages the use of downpayment assistance for the purchase of existing housing units as a way to provide affordable housing to Iow- moderate income households. Project Budget Discussion The project budget shows that 20 units will be assisted with an average of $15,000 in downpayment assistance and the homebuyer contributes around $1,500 towards the purchase of a home valued at around $151,500. The applicant is proposing to contribute up to 10% of the purchase price for downpayment assistance. Project Coordination with Existing ServicesLActivities The City has a long history of coordinating with a wide variety of non-profits, businesses and community groups. For this project, the City is going to partner with a private lender to administer the program and also meet with realtors and lenders to promote the program. Applicant History or Capacity to Successfully Complete the Proposed Project City staff is responsible for the annual administration of the entire CDBG and HOME program. In addition, staff has operated a number of downpayment assistance programs in prior years. Summary of Items to be Addressed 1. Status of private lender administrator? 2. Status of in-kind loan processing donation? 3. Any documentation that shows that the number of available three-bedroom homes built post 1977 that fall within the desired price range and income range? 4. $10,000 to $20,000 per household is substantially higher than previous City funded downpayment programs, please discuss. 5. Will the second mortgage for up to 20 years be a barrier to the program? CITY OF IOWA CITY FY06 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Extend the Dream Foundation - Permanent Rental Housing, Page 21 Applicant Contact: Tom Walz 319-339-0401 Project Address: 912 - 2nd Avenue Activity Type: Affordable Rental Housing CITY STEPS Priority: High CITY STEPS Goal Achieved: Acquisition of Existing Units (page 102) Beneficiaries: 0-30% mfi 33% 31-50% mfl 67% Amount Requested: $98,000 Loan or Grant: Loan Repayment Terms: Conditional Occupancy Loan Requested (applicant must seek approval from the City Council as policy is for a 0% loan for a maximum term of 30 years) Total Cost Per Person/Household: $45,542/person Capital improvement project that will benefit individuals over a 15-year useful life expectancy. Total cost per person over a 15- year period: $3,036. Percent of Project Publicly Funded: 72% Leveraging City CDBG\HOME Funds: $0.72 in other funds for each HOME dollar requested Property Taxes: Tax-exempt STAFF ANALYSIS Documentation of Project Need Extend the Dream Foundation is requesting funds to purchase a mixed-use building at 912 - 2nd Avenue that contains three one-bedroom rental units. All three units would be targeted to persons with disabilities. If possible, the housing component of this project will tie into the economic development\job training activities proposed by Extend the Dream on the first floor of the building. The needs of housing assistance for persons with disabilities is evident in the June 30, 2004 data from the ICHA that shows approximately 52% of the Section 8 participants were elderly or reported a disability. Project Budget Discussion This proposed project is comprised of two parts (housing and economic development). Applications for both parts are currently under consideration by the HCDC. To be successful, the proposed project will need to be substantially financed by both applications. Private funds will finance about 28% of this project. The acquisition cost for the housing portion of the property is estimated to be $98,000, with total a total project cost of $136,625. The cost per bedroom is $45,542. The required proforma was not submitted so we are unable to calculate the feasibility of this project. Project Coordination with Existing Services~,ctivities Coordination with other Extend the Dream Services is proposed. Use of referrals to existing services was not described within the application. Applicant History or Capacity to Successfully Complete the Proposed Project Extend the Dream Foundation has demonstrated the capacity to successfully complete a CDBG funded project focusing on micro-enterprise development and training. Extend the Dream Foundation has not undertaken housing projects; however, they have assisted some of their clients with a home purchase. We would encourage Extend the Dream Foundation to seek partnerships with a property manager with experience in Section 8, HOME or other federally funded programs. Summary of Items to be Addressed 1) No proforma was submitted. Operational costs need to be provided. 2) Rent was stated as being approximately 10% below the existing $400 per month lease rate. How long will is the proposed affordability period? Are these rents sustainable? 3) Have other possible funding sources been researched? Such as State HOME funds or a private mortgage? 4) Does this project anticipate Section $ rental assistance? 5) Units to be purchased appear to be pre-1978, as such additional expenses related to Lead Based Paint may be applicable. Has the property been inspected by a Certified Lead Paint Inspector? 6) In a pre-1978 building on-going lead based paint inspections and maintenance is required. How will this requirement be met? 7) Will the housing units be accessible to persons with mobility disabilities? 10 CTTY OF TOWA CTTY FY06 CDBG/HOME APPLTCANT REVI'EW STAFF REPORT Project Name & Page Number: Greater Iowa City Housing Fellowship - CLT Owner Occupied Housing Page 31 Applicant Contact: Maryann Dennis 358.9212 Project Address: Citywide Activity Type: Housing CITY STEPS Priority: Medium - Small related households cost burden >30 and 50% CITY STEPS Goal Achieved: IV B. Affordable Housing Production of New Units (Page 101 ) Beneficiaries: 51 - 80% LMI 100% Amount Requested: $181,200 Loan or Grant: Loan Repayment Terms: Applicant is requesting a 20-year Declining Balance Loan. Applicant must seek Council approval for request. Total Cost Per Person/Household: $184,650 per household and $12,943 per person Percent of Project Publicly Funded: 32.7% Leveraging City CDBG\HOME Funds: $2.05 in other funds for each CDBG dollar requested Property Taxes: The homeowners will pay an estimated $5,100 in property taxes 11 STAFF ANALYSI'S Documentation of Project Need The Maxfield Housing Market Analysis and CITY STEPS both show a great need for affordable owner occupied housing in Iowa City. CITY STEPS states that one of the greatest problems facing homeowners is the rising cost of housing and that one barrier to producing new, affordable houses is the cost of developable land. This project will offer the opportunity for three Iow-income families to become homeowners at an affordable price ($115,000 - $125,000) and the Greater Iowa City Housing Fellowship's Community Land Trust program ensures that the homes remain affordable over time. Project Budget Discussion The bottom portion of the budget states that there will be 12 bedrooms, four at each home, when in reality there will be nine bedrooms, three at each home. The number of persons assisted drops to 14, public subsidy per bedroom changes to $20,133, total cost per bedroom changes to $61,550, total public cost per person changes to $12,943 and the total cost per person changes to $39,568. The budget shows a per lot cost of $60,000 which is higher than previous projects because of the intent to purchase lots in higher cost areas scattered throughout the community. Project Coordination with Existing ServiceslActivities GICHF has a long history of working with a variety of agencies, organizations, and private businesses to ensure the success of each project and of the families living in each home. This project has the potential to continue the partnership between GICHF, the Iowa City Community School District and the Home Builders Association of Iowa City to construct a student built house. Applicant History or Capacity to Successfully Complete the Proposed Project GICHF has received over $11.2 million dollars in grants and loans from public and private sources to develop affordable housing. GICHF currently owns and manages 110 rental homes and GICHF has built and sold 12 Community Land Trust homes in Iowa City. This project will qualify for the CHDO set-aside within the HOME program. Summary of Items to be Addressed 1. Please give an update on the FY02 Peninsula project, the FY03 Lot Acquisition project and the FY05 Longfellow Rental project. 2. Is there a waiting list for the sale of the homes? 3. Discuss implications of partial funding. 4. The application states that the average per lot cost on the MLS is $59,042. Are there lots available for less than the average cost that are acceptable? If possible, discuss locations being considered. 5. Why didn't the applicant seek State HOME funds? 12 CITY OF IOWA CITY FY06 CDBG/HOPlE APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Greater Iowa City Housing Fellowship - School Choice Program (Rental Housing) Page 40 Applicant Contact: Maryann Dennis 358.9212 Project Address: Citywide Activity Type: Housing CITY STEPS Priority: High - Small Related Renter - cost burdened > 50% with incomes at or below 50% Medium -Small Related Renter-cost burdened > 30% with incomes at or below 50% CITY STEPS Goal Achieved: IV B. Affordable Housing Acquisition of Existing Units (Page 102) Beneficiaries: 31-50% mfi 100% Amount Requested: $812,404 Loan or Grant: $730,004 loan $82,400 grant Repayment Terms: 0% interest for 30 years, (applicant must seek approval from the City Council for the requested grant) Total Cost Per Person/Household: $47,413/person Capital improvement project that will benefit individuals over a 15-year useful life expectancy. Total cost per person over a 15- year period: $3,161 Percent of Project Publicly Funded: 97.8% Leveraging City CDBG\HOME Funds: (e.g. 1:1 $0.40 in other funds for each local HOME dollar requested Property Taxes: Tax exempt, however, GICHF will make a payment in lieu of taxes in the amount of $2,330 13 STAFF ANALYSIS Documentation of Project Need The application references various studies, including the Maxfield Housing Market Analysis and CITY STEPS plan. Both of these documents show a need for housing that is affordable to Iow-moderate income (LMI) persons. The CITY STEPS strategic plan identifies the acquisition of 20 units of affordable rental housing for Iow-income persons within the next five years. This project will provide eight rental units to LMI households located in elementary attendance areas that report less than 20% free and reduced lunch eligible student enrollment in 2003. The project also includes rehabilitation costs that will help preserve older homes available to Iow-income households. Project Budget Discussion Over 97% of the project is publicly funded. The applicant does not identify any private lenders, but indicates State HOME funds will be requested. Applicant states a State HOME application will be submitted December of 2005 and awards announced in April 2006. The applicant has no equity in the project besides a donated realtor commission. The applicant states they will maintain a 30-year period of affordability to match the term of the loan. (HOME regulations only require a 20-year period of affordability). Developer fee consists of 7% of the total project costs. Developer fee usually ranges between 6-15% of the hard costs of the development budget. Total annual operating costs per unit is approximately $2,329. Project Coordination with Existing ServicesLActivities The applicant has a long history of working with a variety of agencies, organizations and private businesses to ensure the success of each project and of the families living in each home. In the past they have constructed owner-occupied homes in conjunction with the Iowa City Community School District, the Iowa City Housing Authority and the Homebuilders Association. Applicant History or Capacity to Successfully Complete the Proposed Project Greater Iowa City Housing Fellowship has successfully managed hundreds of thousands of dollars of CDBG and HOME funded projects. GICHF, founded in 1990, has experience and a successful track record with the acquisition and construction of affordable housing. GICHF owns and manages 110 rental homes, housing 335 very Iow- income persons. This project will qualify for the CHDO set-aside within the HOME program. Summary of Items to be Addressed 1. Applicant has no equity in the proposed project besides donated realtor commission. Has applicant explored private financing? 2. Update on status of FY03/04 projects. 3. If the project does not receive State HOME funds will the project continue? 4. Applicant states purchase offers will be made as early as Sept. 2005. Is this possible without State HOME funds? (State HOME funds if awarded, would not be available until March 2006.) 5. Rehabilitation costs must be clearly separated from acquisition costs for each unit, as the total unit cost for rehabilitation determines what level of lead mitigation or abatement is required. This may significantly impact the total cost of the project. 14 C]:TY OF TOWA C]:TY FY06 CDBG/HOME APPLI'CANT REVI'EW STAFF REPORT Project Name & Page Number: Iowa Valley Habitat for Humanity (IVHFH) Page 56 Applicant Contact: Mark Patton 337.8949 Project Address: Citywide Activity Type: Housing CITY STEPS Priority: High - Large Related Owner- Physical Defects with incomes at or below 50% Low - Large Related Owner - cost burdened > 50% with incomes at or below 50% Medium -Large Related Owner-cost burdened > 50% with incomes at or below 30% CITY STEPS Goal Achieved: IV B. Affordable Housing Production of New Units (page 101) Beneficiaries: 0-25% mfi 43% 31-50% mfi 57% Amount Requested: $300,000 Loan or Grant: $300,000 loan Repayment Terms: Forgivable loan requested, applicant must seek approval from the City Council Total Cost Per Person: $19,973 Capital improvement project that will benefit individuals over a 15-year useful life expectancy. Total cost per person over a 15-year period: $1,332 Percent of Project Publicly Funded: 41% Leveraging City CDBG\HOME Funds: (e.g. 1:1) $1.45 in other funds for each local HOME dollar requested Property Taxes: Homeowners will pay property taxes. 15 STAFF ANALYSTS Documentation of Project Need CITY STEPS identifies affordable housing as a great need in Iowa City. Owner-occupied housing for those families living in homes with physical defects is a high priority. Habitat builds based on the selected household's need. This project is designed to provide seven affordable homes that will be available to a household between 25-50% of median family income (mfi). Of the qualified families, those with the greatest need are selected. Habitat reviews several factors such as spending too high a percentage of disposable income on housing, overcrowded sleeping space, and dangerous or dilapidated housing conditions. Applicant proposes to work with the Section 8 Home Purchase Program to assist 2-3 qualified households to transition from renters to owners. Applicant states that each site and its subsequent housing design will be reviewed and approved by city staff. Habitat requests funds for land acquisition only. Project Budget Discussion Private funding, volunteer labor and in-kind donations make up 59% of the project budget. Each selected family must put in up to 250-400 hours of sweat equity into the construction of the home. IVHFH has one paid staff member and houses are sold with no profit. Repayments are recycled back into additional home construction within the local community. Mostly volunteers and the partner families selected for the homes build the homes. The applicant is prohibited by its national parent organization from charging interest to the families they house. Applicant states that by making a forgivable loan with 0% interest, they will be able to serve lower income families (those families at the lower end of the 25-50% bracket). Applicant must seek Council approval. The total cost per unit for the proposed project is $104,857 Project Coordination with Existing Services~Activities The Iowa Valley Habitat for Humanity works with volunteers, donors, agencies, churches, and businesses to build permanent, safe housing for persons between 25 to 50% of median family income. Applicant History or Capacity to Successfully Complete the Proposed Project Since 1992, Iowa Valley Habitat for Humanity has successfully completed 33 single-family homes. IVHFH hired a full-time Director in late 2003. To date, IVHFH has used CDBG and/or HOME funds to acquire land for the construction of 15 homes. Summary of Items to be Addressed 1. Discuss possibility of partial funding if necessary. 2. For each home built, what percentage of funds gets recycled back into home construction in Iowa City? 3. Discuss housing design for the proposed units. How will the project be compatible with existing neighborhoods? 4. Storage space, or lack of storage space, is a sensitive issue in most neighborhoods. How will Habitat address storage issues in the new homes to be built? 5. The application is for the acquisition of 7 lots, not 10. The budget has been modified to reflect 7 lots. 16 CTTY OF I'OWA CTTY FY06 CDBG/HOME APPLTCANT REVTEW STAFF REPORT Project Name & Page Number: Hawkeye Area Community Action Program - Transitional Housing - .lohnson Co., Page 66 Applicant Contact: Allan Axeen 319-393-781 Project Address: Specific sites not yet identified (CT 4, 5 and 13) Activity Type: Housing CITY STEPS Priority: HIGH (Transitional Housing) CITY STEPS Goal Achieved: Improve transitional housing programs for families. (Page 96) Beneficiaries: 0-30% mfi 100% Amount Requested: $312,000 Loan or Grant: Loan Repayment Terms: 0% Amortized Loan over 30 Years Total Cost Per Person/Household: $32,500/person Capital improvement project that will benefit individuals over a 15-year useful life expectancy. Total cost per person over a 15- year period: $2,166.67. Percent of Project Publicly Funded: 80% Leveraging City CDBG\HOME Funds: $0.25 in other funds for each HOME dollar requested Property Taxes: Tax-exempt 17 STAFF ANALYSIS Documentation of Project Need HACAP is requesting funds to purchase four, two-bedroom rental units. All four units would be used in their transitional housing program with two of the units earmarked for a cooperative project with United Action for Youth (UAY). UAY currently operates seven units of transitional housing for pregnant teens and teen parents. UAY is losing the units that were operated in a partnership with Youth Homes. HACAP will provide supportive services (e.g. Head Start, early Head Start, case management, employment and educational counseling). UAY will also offer services to the two units where their clients reside. According to the application, HACAP has a waiting list of 53 households and UAY has a backlog of applicants and referrals awaiting services. CITY STEPS identifies transitional housing as a "high" priority and a bridge between emergency shelter and permanent housing. Participants in the transitional housing programs will all be below 30% median family income. Project Budget Discussion A private mortgage will finance about 20% of this project. Acquisition, rehab and closing costs are estimated to be $97,500 per unit or $39,000 per bedroom. No documentation regarding the availability and cost of potential units was provided in the application. HACAP has undertaken similar projects in the last few years and has been successful in locating units. The proforma indicates that the management fee is 22% and the maintenance\reserves are $875/unit. The management fee ratio is significantly over the 5-7% range identified by HUD and the maintenance\reserves at $875/unit appear to be near the maximum generally acceptable range due to the maintenance portion of the proforma. Regarding supportive services, the application indicates both UAY and HACAP will use other State or Federal programs for overhead and supportive service expenses. Project Coordination with Existing Services~.ctivities Case management provides coordination and referral to existing services to avoid duplication and streamline services. The partnership with UAY does not appear to be duplication as the existing relationship with Youth Homes for the two UAY units is ending. Applicant History or Capacity to Successfully Complete the Proposed Project HACAP began the Transitional Housing Program in 1987. It operates scattered site single family transitional housing units of various sizes in Johnson County. HACAP administers and operates 40 different programs. As evidenced by their previous transitional housing projects, which have been completed on schedule and within budget, HACAP has demonstrated the capacity to successfully complete the project. Summary of Items to be Addressed 1) The information on "Need/Priority" is from 1996. Is more current data available? 2) Rent is estimated to be approximately $357/month. This appears to be below the FMR levels. Are other HUD funds paying some of these operational expenses? 18 3) The proforma shows that the debt service exceeds net operating income. How will HACAP be able to cover the minimum debt service (loan payments)? 4) Have other possible funding sources been researched? Such as State HOME funds? 5) Does this project anticipate Section 8 rental assistance? If the project does not get Section 8 vouchers, could it proceed without that assistance? 6) Units to be purchased should be constructed post-1978 so additional expenses related to Lead Based Paint may be avoided. 19 20 CITY OF IOWA CITY FY06 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Iowa City Housing Authority Tenant Based Rental Assistance (TBRA), Page 79 Applicant Contact: Steve Rackis 887.6065 Project Address: Citywide Activity Type: Housing CITY STEPS Priority: High - Small Related Renter- cost burdened > 30% with incomes at or below 30% MI CITY STEPS Goal Achieved: IV B. Affordable Housing Rental Assistance (page 101 ) Beneficiaries: 0-30% mfi 100% Amount Requested: $298,080 Loan or Grant: $298,080 Grant Repayment Terms: Grant requested, Council will need to review as housing policy did not address TBRA Total Cost Per Person: $2,362 Percent of Project Publicly Funded: 70% Leveraging City CDBG\HOME Funds: (e.g. 1:1) $0.43 in other funds for each local HOME dollar requested Property Taxes: Indirectly, private owners/landlords providing rental units pay property taxes. 21 STAFF ANALYS'[S Documentation of Project Need CITY STEPS recognizes that rental assistance is the most often cited and important need identified by Iow-income persons due to the high market rents in Iowa City. As of 1/13/05, the ICHA reports 2,091 families on the Housing Choice Voucher (HCV) waiting list. Of which, 107 of the applicants are elderly and 611 are disabled. The proposed project will assist 60 Iow-income elderly and/or disabled households (30 families per year over a 2-year period) with direct housing assistance to landlords on behalf of eligible participants. The proposed project will mitigate the impact of federal budget reductions in the HCV program and allow the ICHA to provide immediate assistance to elderly and/or disabled families currently on the waiting list and maintain assistance to Iow income families up to their HUD approved baseline of 1,213 families. There is an approximate 2-year wait for assistance. Project Budget Discussion In the proposed project, participants pay no more than 30% of their adjusted gross income towards rent. The ICHA anticipates that they will subsidize approximately 70% of the contract rent. The HUD calculated per unit cost for the ICHA is $414/month. The tenant is responsible, on average, for approximately 30% the contract rent to private landlords scattered throughout Iowa City. Project Coordination with Existing Services~Activities Families participating in the proposed project will remain on the HCV and Public Housing waiting lists. When they reach the top of either list, the ICHA will process their applications and transition the families into the HCV or Public Housing program. Applicant History or Capacity to Successfully Complete the Propos,ed Project The ICHA successfully maintains 88 public housing units and administers the Housing Choice Voucher Program (1,213 vouchers). The ICHA has received HUD's High Performance designation status for 10 consecutive years. Summary of Items to be Addressed 1. Discuss possibility of partial funding if necessary. 2. HOME rules allow the applicant to use TBRA outside of Iowa City. If allowed by Council, what limitations would applicant set regarding portability and how many clients would be served outside of Iowa City? 3. Will applicant have a minimum tenant rent level? 4. Discuss availability of accessible rental units. 22 CITY OF IOWA CITY FY06 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Johnson County Permanent Supportive Housing, Limited Partnership Affordable Supportive Housing, Page 86 Applicant Contact: Mary Jean Donovan 887-2701 Project Address: Next to 4515 Melrose Ave. (Chatham Oaks) Activity Type: Housing CITY STEPS Priority: High - Rental Housing for 0-50% AMI CITY STEPS Goal Achieved: IV B. Affordable Housing Production of New Units (Page 101) Beneficiaries: 0-30% mfi 100% 31-50% mfi 0% 51-80% mfi 0% Over 80% mfi 0% Amount Requested: $275,000 Loan or Grant: Loan Repayment Terms: 3.25% interest for 30 years Total Cost Per Person: $92,284/person Capital improvement project that will benefit individuals over a 15-year useful life expectancy. Total cost per person over a 15- year period: $6,152. Percent of Project Publicly Funded: 100% Leveraging City CDBG\HOME Funds: $9.06 in other funds for each local HOME dollar requested (includes value for use of land). Property Taxes: Yes (Partial property taxes according to the formula for LIHTC project in Iowa law.) 23 STAFF ANALYSTS Documentation of Project Need The application references the City funded Maxfield Housing Market Analysis, Governor's Housing Task Force Report, and CITY STEPS which show a need for permanent affordable rental housing for persons with disabilities. Additionally the application references a study by the Johnson County Department of Human Resources (2002) and anecdotal evidence from case managers for Johnson County MH\DD. Renter households between 0-50% of median income are a high priority. Project will accept Section 8 Rental Assistance; therefore it is possible that all units could serve households with incomes less than 30% median income. The proposed project would provide 18 units of affordable rental housing in two buildings. Each building will have eight one-bedroom units and a two-bedroom unit as well as common space. Supportive services will be provided by volunteers and transportation is to be provided by Chatham Oaks. Project Budget Discussion Virtually 100% of the project budget is publicly funded (City and State HOME funds and LIHTCs) with the land to be leased to the project by the Johnson County Board of Supervisors at "no cost". The application is dependent on the award of Low Income Housing Tax Credits (LIHTC) from the IFA and State HOME funds in the 2005 round (with awards announced approximately in March 2006). The Sources of funds includes $864,544 that is indicated as "support services" in question 10.b and not directly related to the construction of the proposed facility. As such, these volunteer hours\value were subtracted from the total project cost. After these items are subtracted, the per unit cost is projected to be $153,807. As this project consists of 16 one-bedroom units and 2 two-bedroom units the cost per bedroom is $138,426. The project proforma indicates that there is an 8% management fee and a budget for maintenance\repair and reserves of $1,350 per unit. Both of these items are outside of HUD's generally accepted guidelines of 5-7% for management and $325-$500 per unit for maintenance\reserves. These items are in addition to a funded "reserve" of $96,025. Project Coordination with Existing Services~Activities The applicant is a private, for-profit limited partnership. The proposed project would help fill an identified community housing need identified in CITY STEPS for permanent supportive housing for persons with disabilities. The application states that the proposed project will offer on-site service coordination, 24-hour crisis assistance and a variety of direct supportive services. Applicant History or Capacity to Successfully Complete the Proposed Project The applicant does not have a history of developing affordable housing or receiving HOME funds. To address this gap, the applicant has engaged Burns & Burns L.C. as a consultant. Summary of Items to be Addressed 1. Is the applicant requesting the maximum amount of State HOME funds? If not, why and what level of City HOME funds would be needed to maximize the leverage of State HOME funds? 2. COl is named as the General Partner in the Limited Partnership. Are they the sole Managing General Partner? 3. Are supportive services being provided by the Limited Partner? If so, please describe the type of service(s) and how they are paid for. 4. The per unit cost appears high at $153,807. Please discuss. 24 5. Are the support services mentioned in the application generally available to Iowa City residents or will those services be specifically available to the residents of this project? If so, how will they differ? 6. The application states that the rents will not exceed the Fair Market Rent (FMR) level for the term of the HOME affordability period. Since the proposed project is requesting a 30-year loan term the FMR limit would apply for 30 years not 20 years. Please confirm. 7. If partial funds are awarded, at what point does the project become no longer feasible? 25 26 CITY OF IOWA CITY FY06 CDBG/HOPlE APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Johnson County Permanent Supportive Housing, Limited Partnership Affordable Supportive Housing, Page 103 Applicant Contact: Mary Jean Donovan 887-2701 Project Address: Next to 4515 Melrose Ave. (Chatham Oaks) Activity Type: Housing CITY STEPS Priority: High - Rental Housing for 0-50% AMI CITY STEPS Goal Achieved: IV B. Affordable Housing Production of New Units (Page101) Beneficiaries: 0-30% mfi 100% Amount Requested: $550,000 Loan or Grant: Loan Repayment Terms: 0% interest for 30 years. (Council policy calls for a 3.25% repayable loan - applicant must seek Council approval for different loan terms) Total Cost Per Person: $92,284/person Capital improvement project that will benefit individuals over a 15-year useful life expectancy. Total cost per person over a 15- year period: $6,152. Percent of Project Publicly Funded: 100% Leveraging City CDBG\HOME Funds: $2.36 in other funds for each local HOME dollar requested (includes value for use of land). Property Taxes: Yes (Partial property taxes according to the formula for LIHTC project in Iowa law.) 27 STAFF ANALYSIS Documentation of Project Need The application references the City funded Maxfield Housing Market Analysis, Governor's Housing Task Force Report, and CITY STEPS which show a need for permanent affordable rental housing for persons with disabilities. Additionally the application references a study by the Johnson County Department of Human Resources (2002) and anecdotal evidence from case managers for Johnson County MH\DD. Renter households between 0-50% of median income are a high priority. Project will accept Section 8 Rental Assistance; therefore it is possible that all units could serve households with incomes less than 30% median income. The proposed project would provide 18 units of affordable rental housing in two buildings. Each building will have eight one-bedroom units and a two-bedroom unit as well as common space. Supportive services will be provided by volunteers and transportation is to be provided by Chatham Oaks. Project Budget Discussion This application is essentially replacing the State HOME funds that were sought in the other application from Johnson County Permanent Supportive Housing L.P. Virtually 100% of the project budget is publicly funded (City HOME funds and LIHTCs) with the land to be leased to the project by the Johnson County Board of Supervisors at "no cost". The application is dependent on the award of Low Income Housing Tax Credits (LIHTC) from the IFA and State HOME funds in the 2005 round (with awards announced approximately in March 2006). The Sources of funds includes $864,544 that is indicated as "support services" in question 10.b and not directly related to the construction of the proposed facility. As such, these volunteer hours\value were subtracted from the total project cost. After these items are subtracted, the per unit cost is projected to be $153,807. As this project consists of 16 one-bedroom units and 2 two-bedroom units the cost per bedroom is $138,426. The project proforma indicates that there is an 8% management fee and a budget for maintenance\repair and reserves of $1,350 per unit. Both of these items are outside of HUD's generally accepted guidelines of 5-7% for management and $325-$500 per unit for maintenance\reserves. These items are in addition to a funded "reserve" of $96,025. The $550,000 in City HOME funds requested in this application appear to be requested as a deferred payment loan or grant as there is no repayment shown on the proforma. Project Coordination with Existing Services~Activities The applicant is a private, for-profit limited partnership. The proposed project would help fill an identified community housing need identified in CITY STEPS for permanent supportive housing for persons with disabilities. The application states that the proposed project will offer on-site service coordination, 24-hour crisis assistance and a variety of direct supportive services. Applicant History or Capacity to Successfully Complete the Proposed Project The applicant does not have a history of developing affordable housing or receiving HOME funds. To address this gap, the applicant has engaged Burns & Burns L.C. as a consultant. Summary of Items to be Addressed 1. Why is the applicant not requesting the maximum amount of State HOME funds? 2. COl is named as the General Partner in the Limited Partnership. Are they the sole General Partner and Managing General Partner? 28 3. Are supportive services being provided by the Limited Partner? If so, please describe the type of service(s) and how they are paid for. 4. The per unit cost appears high at $153,807. Please discuss. 5. Are the support services mentioned in the application generally available to Iowa City residents or will those services be specifically available to the residents of this project? If so, how will they differ? 6. The application states that the rents will not exceed the Fair Market Rent (FMR) level for the term of the HOME affordability period. Since the proposed project is requesting an unspecified deferred payment loan or grant please confirm the length of the affordability period. 7. If partial funds are awarded, at what point does the project become no longer feasible? 8. Question 16, where the applicant discusses how the project is promoting the efficient use of HOME funds, does not address this $550,000 request. It states the $275,000 of City HOME loan will be 3.25% interest for 30 years (which was the same as the prior application). This needs to be clarified. 29 30 CI'TY OF I'OWA CTTY FY06 CDBG/HOME APPLI'CANT REVI'EW STAFF REPORT Project Name & Page Number: River City Housing Collective - Property Acquisition Page 120 Applicant Contact: Burgess Adam Smith 337.8445 Project Address: 932 E. College Street Activity Type: Housing CITY STEPS Priority: High - small related renter- cost burdened >50% with incomes at or below 50% High - small related renter - cost burdened >30% with incomes between 0 - 30% Medium - small related renter - cost burdened >50% with incomes 31 - 50% CITY STEPS Goal Achieved: IV B. Affordable Housing Acquisition of Existing Units Page 102 Beneficiaries: Not stated clearly on application, but vast majority appear to fall below 80% mfi Amount Requested: $100,000 Loan or Grant: loan Repayment Terms: 0% interest for 30 years Total Cost Per Person: $28,888 Percent of Project Publicly Funded: 15.4% Leveraging City CDBG\HOME Funds: $5.50 in other funds for each CDBG dollar requested Property Taxes: Yes, $19,334 per year 31 STAFF ANALYSI'S Documentation of Project Need The River City Housing Collective (RCHC) would like to acquire a rooming house to expand their affordable housing stock. Both the Maxfield Housing Market Analysis and CITY STEPS plan show a need for housing that is affordable to Iow-moderate income (LMI) persons. The proposed units will be rented at below fair market rents to Iow- moderate income persons, with special consideration given to single parent families, non-students and non-traditional or working students. Under IV B. Acquisition of Existing Units in CITY STEPS, there is a goal to acquire 20 units of affordable rental housing for Iow-income persons over the next five years. Project Budget Discussion The application states 15 rooms available; however, zoning regulations require that no more than 13 units may be occupied. The budget states that $550,000 in private financing is available, but does not state if the financing has been secured or committed. It appears that RCHC will be utilizing volunteers, but the value of the volunteer labor was not included on the budget. Project Coordination with Existing ServicestActivities RCHC's Articles of Incorporation and By-Laws state that their purpose is to provide Iow- cost housing affordable to Iow and moderate income persons and households in a cooperative atmosphere. The rents are set at below fair market rents and the cost of living is further reduced through the provision of free laundry facilities, basic furniture, a $300 security deposit and cooperative cooking, cleaning and property management. Applicant History or Capacity to Successfully Complete the Proposed Project RCHC has been providing affordable rental housing in Iowa City for 28 years. RCHC received assistance through the City's Housing Rehabilitation program in 1998 for accessibility improvements to its Summit House property. Summary of Items to be Addressed 1. Has a purchase offer been accepted? 2. Has private financing been secured? 3. The income of potential occupants of the building was not clearly stated on application, could you survey occupants of the two existing buildings to estimate the income of the proposed building? 4. The application refers to 15 bedrooms being available to rent, however, zoning regulations require that no more than 13 units may be occupied. Does that change the proforma? 5. Discuss implications of partial funding. 32 CITY OF IOWA CITY FY06 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Domestic Violence Intervention Program (DVIP) Page - 130 Applicant Contact: Kristie Fortmann Doser 351.1042 ext. 112 Project Address: (Undisclosed) Iowa City Activity Type: Public Facility CITY STEPS Priority: High - Emergency Shelter CITY STEPS Goal Achieved: Strategy: Improve and maintain existing shelter facilities. (Page 108) Beneficiaries: 0-30% mfi 86% 31-50% mfi 7% 51-80% mfi 1% Over 80% mfi 6% Amount Requested: $3,525 Loan or Grant: Grant requested (Council policy calls for a conditional occupancy loan. Applicant must seek Council approval for a grant.) Repayment Terms: NA Total Cost Per Person/Household: $ 4.67 per person Capital improvement project that will benefit individuals over a 15-year useful life expectancy. Total cost per person over a 15- year period: $.31 Percent of Project Publicly Funded: 88% Leveraging City CDBG\HOME Funds: $.14 in other funds for each CDBG dollar requested. Property Taxes: Tax Exempt 33 STAFF ANALYSIS Documentation of Project Need DVIP provides shelter, crisis intervention and support services to victims of domestic violence and their children. A critical aspect of the program is to provide a safe environment while the client moves beyond the initial stages of crisis. Applicant requests funds to acquire and install a security camera in the kitchen in order to complete the interior and exterior security upgrade that began with FY05 CDBG funds. The system not only monitors the front entry, but also the side and rear yards. (A fire was set on the rear of the DVlP property in September 2003) The second part of the project involves the replacement of nine toilets and upgrading them to a commercial grade to accommodate the commercial residential nature of the facility. Project Budget Discussion DVIP received CDBG funds previously for security cameras at the shelter's main entrance and additional cameras inside and outside of the facility. This application is for an additional camera to monitor the kitchen area. In addition, DVIP is asking for funds to replace the 12 year old toilets that have served more than 3,300 women and children. CDBG funds make up approximately 88% of the project's budget. Project Coordination with Existing Services~Activities DVIP collaborates with a wide range of community groups working on housing issues and support services. Applicant History or Capacity to Successfully Complete the Proposed Project DVIP has received a number of CDBG funding awards, including funds to construct and subsequently rehab the current facility. DVIP has always shown sufficient capacity to complete the projects. Summary of Items to be Addressed 1. Has DVIP researched the availability of using other funds? 2. DVIP anticipates fundraising to provide the stated project match of $500. Has fundraising already begun for this project? 3. Please provide a timeline as to when the applicant estimates they will obtain the necessary funds and when they will begin and complete this project. 4. If partially funded, will the project continue? 5. Does DVIP have a capital reserve budget? 34 CITY OF IOWA CITY FY06 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Emma Goldman Clinic - Roof Replacement Page 138 Applicant Contact: Karen Kubby 337-2112 Project Address: 227 N. Dubuque Street Activity Type: Public Facility CITY STEPS Priority: Low - Health Facilities CITY STEPS Goal Achieved: Objective: Support expansion needs of existing medical/dental facilities. (Page 113) Beneficiaries: 0 - 30% mfi 48% 31 - 50 % 21% 51 - 8O% 14% over 80% 17% Amount Requested: $20,000 Loan Repayment Terms: Applicant is requesting a 10-year declining balance loan. Applicant must seek Council approval for request. Total Cost Per Person: $4.63 Capital improvement project that will benefit individuals over a 15-year useful life expectancy. Total cost per person over a 15-year period: $.31 Percent of Project Publicly Funded: 83.3% Leveraging City CDBG Funds: $0.20 in other funds for each CDBG dollar requested Property Taxes: Emma Goldman in a non-profit and not required to pay taxes, however, they elect to make a Payment in Lieu of Taxes in the amount of $2,825 which covers the amount of taxes that would go toward the lC Police and Fire Departments. 35 STAFF ANALYSI'S Documentation of Project Need CITY STEPS cites the objective of supporting expansion needs of existing medical/dental facilities. The Clinic operates on a sliding scale fee structure to provide basic reproductive and health services to clients. The Clinic also discounts services for teens and free services for victims of sexual assault seeking services surrounding the assault. Due to the non-profit nature of the clinic, and payment based on the client's ability to pay for services, the clinic is requesting CDBG funds to make the necessary roof replacement. Project Budget Discussion Applicant requests a declining balance loan for 10-years as the improvements will depreciate and they must seek Council approval for the request. Applicant was very successful in receiving donated services from contractors for the previous CDBG funded project. This year's application states that a contractor donated time to prepare the cost estimate and to strategize for the roof replacement project. In addition, staff will contribute to the project by assisting with painting. Project Coordination with Existing Services~Activities The Emma Goldman Clinic focuses on reproductive health care. To not duplicate services and to provide the necessary referrals, the Clinic collaborates with the Free Medical Clinic and Planned Parenthood of Greater Iowa. In addition, the Clinic works with other local agencies including Domestic Violence Intervention Program, Iowa Women's Foundation, Rape Victim Advocacy Program, United Action for Youth and Women's Resource and Action Center. Applicant History or Capacity to Successfully Complete the Proposed Project The Emma Goldman Clinic has been providing basic health care services since 1973. They received and successfully administered CDBG funds in FY04. They have also received a variety of grants from various entities to support their services over the past 30 years. Staff is experienced in grant administration and project requirements. Summary of Items to be Addressed 1. All improvements must be bid through a public, competitive process. 2. Will need to discuss financing terms based on council policy. 3. Has applicant applied for or researched other funding sources? 4. Discuss implications of partial funding. 5. Please discuss status of FY04 CDBG funded project. 6. Does the Clinic have a capital reserve budget? 36 Cl'TY OF TOWA CI'TY FY06 CDBG/HOME APPL'rCANT REVI'EW STAFF REPORT Project Name & Page Number: Free Lunch Program Fire Suppressant System Page 150 Applicant Contact: Paul Shultz 338.1179 Project Address: Wesley Center, 120 N Dubuque St. Activity Type: Public Facility CITY STEPS Priority: Low - Other Public Facilities\Health Facilities High - Health Services\Other Public Services CITY STEPS Goal Achieved: Provision of Health Facilities (p. 113) Provision of Health Services (p. 115) Beneficiaries: "Presumed benefit" due to nature of activity and location Amount Requested: $1,777 Loan or Grant: $1,777 loan Repayment Terms: Requesting a 5-year Declining Balance Loan, applicant must seek approval from the City Council Total Cost Per Person/Household: $.06 cents per meal Percent of Project Publicly Funded: 75% Leveraging City CDBG\HOME Funds:(e.g. 1:1) $0.33 in other funds for each CDBG dollar requested Property Taxes: Tax Exempt 37 STAFF ANALYSI'S Documentation of Project Need The Free Lunch Program serves approximately 100 meals per day, six days a week, to Iow income persons. Many of the participants in the program are homeless, chronic substance abusers, mentally ill, veterans, elderly, or very Iow income. Applicant states that recent surveys indicate between 56% to 62% of the Free Lunch Program diners eat their largest nutritional meal of the day at Free Lunch. Applicant requests to replace the fire suppressant system that provides fire safety directly over the stove. The current system has become out of date and is no longer serviceable. Applicant states they must upgrade the system or the Fire Marshall could find them out-of-compliance. If this happens, the Fire Marshall would require replacement under an urgent timeline. Project Budget Discussion The Free Lunch Program operates on a very small budget with the vast majority of the labor and food being donated. Applicant will contribute $590 toward project costs that include the payment of electrician fees and volunteer labor to remove the old system. Applicant received a January 2005 bid for the acquisition of a wet chemical fire suppression system. Project Coordination with Existing ServicesLActivities The Free Lunch Program provides a free meal that is open to the public. The STAR Program, PATH Program, and the Nursing Outreach Program use the Free Lunch site to meet and provide outreach to many of their program participants. It is co-located with the Free Medical Clinic. Free Lunch operates based on the coordination of hundreds of volunteers and organizations. Applicant History or Capacity to Successfully Complete the Proposed Project The Free Lunch Program received CDBG funds in the past to make facility Improvements. The projects were successfully completed on time and within budget. Summary of Items to be Addressed 1. The proposed project is small in nature for a CDBG project, has applicant explored other funding sources? Please explain. 2. For previously CDBG funded projects, the Free Lunch Program used surveys to document the Iow-income status of the program participants. Would the Free Lunch Program be willing to continue this practice? 38 CITY OF IOWA CITY FY06 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Free Lunch Program/Free Medical Clinic Floor Replacement, Page 158 Applicant Contact: Paul Shultz 338.1179 Project Address: Wesley Center, 120 N Dubuque St. Activity Type: Public Facility CITY STEPS Priority: Low - Other Public Facilities\Health Facilities High - Health Services\Other Public Services CITY STEPS Goal Achieved: Provision of Health Facilities (p. 113) Provision of Health Services (p. 115) Beneficiaries: "Presumed benefit" due to nature of activity and location Amount Requested: $17,646 Loan or Grant: $17,646 loan Repayment Terms: Requesting a 5-year Declining Balance Loan, applicant must seek approval from the City Council Total Cost Per Person: $8.66 (based on the number served at the Free Medical Clinic) Capital improvement project that will benefit individuals over a 15-year useful life. Total cost per person over a 15-year period: $0.57 Percent of Project Publicly Funded: 98% Leveraging City CDBG\HOME Funds:(e.g. 1:1) $0.02 in other funds for each CDBG dollar requested Property Taxes: Tax Exempt 39 STAFF ANALYSI'S Documentation of Project Need The Free Lunch Program serves approximately 100 meals per day, six days a week, to Iow income persons. Many of the participants in the program are homeless, chronic substance abusers, mentally ill, veterans, elderly, or very Iow income. In 2004, the Free Medical Clinic served 2,034 people with over 5,900 visits. Applicant states the current facility is 40 to 50 years old with the original asbestos tile flooring. Applicants states the tile is uneven, presents possible health hazards, and is in dire need of replacing. Project consists of the removal of the asbestos tile and floor replacement. The asbestos tile must be removed and disposed of according to health and safety regulations. Project Budget Discussion The Free Lunch Program and Free Medical clinic operate on small budgets with the vast majority of the labor and food being donated. Applicant received January 2005 bids for the asbestos removal and floor replacement. Project Coordination with Existing Services~Activities The Free Lunch Program provides a free meal that is open to the public. The STAR Program, PATH Program, and the Nursing Outreach Program use the Free Lunch site to meet and provide outreach to many of their program participants. It is co-located with the Free Medical Clinic that provides essential medical services to Iow-income and un- insured persons. Both programs operate based on the coordination of hundreds of volunteers and organizations. Applicant History or Capacity to Successfully Complete the Proposed Project Both programs have received CDBG funds in the past to make facility Improvements. The projects were successfully completed on time and within budget. Summary of Items to be Addressed 1. The public subsidy for this project is 98%, has applicant explored other funding sources? 2. Will the Free Lunch Program and Free Medical Clinic continue to operate during the rehabilitation? 4o CI'TY OF IOWA CTTY FY06 CDBG/HOME APPLI'CANT REV]'EW STAFF REPORT Project Name & Page Number: Goodwill Industries of Southeast Iowa - Air Conditioning, Page 167 Applicant Contact: Mike Townsend 337.4158 Project Address: 1410 S. First Avenue Activity Type: Public Facility CITY STEPS Priority: Low - Other Public Facilities High - Employment Training CITY STEPS Goal Achieved: Provision of Employment Training and Education (p. 122) Beneficiaries: 0-30% mfi 82% 31-50% mfi 7% 51-80% mfi 11% Over 80% mfi 0% Amount Requested: $120,000 Loan or Grant: $120,000 loan Repayment Terms: Requesting a 15-year Declining Balance Loan, applicant must seek approval from the City Council Total Cost Per Person: $2,055 Capital improvement project that will benefit individuals over a 15-year useful life expectancy. Total cost per person over a 15-year period: $137 Percent of Project Publicly Funded: 80% Leveraging City CDBG\HOME Funds:(e.g. 1:1) $0.25 in other funds for each CDBG dollar requested Property Taxes: Tax Exempt 41 STAFF ANALYSTS Documentation of Project Need Applicant has provided employment and training for persons with a variety of barriers to independence at the First Avenue location since 1968. Applicant states all the individuals receiving center-based services have a disability. Many have medically fragile conditions that make if difficult or unsafe to work in an area that is not air- conditioned on hot and/or humid days. Applicant states air-conditioning the training area will greatly improve the working environment for these individuals and allow them to work and receive vocational training during hot-weather days. Project Budget Discussion Applicant is relying on an architect estimate for project costs. No contractor bids were received or referred to in the application. Applicant states they initiated a capital campaign to raise $780,000 to renovate the 1st Avenue facility to address building deterioration. The facility is approximately 37 years old. Applicant has raised $340,000 to date, but states they will have difficulty reaching their goal. The applicant budget is strictly for the proposed air-conditioning project, it did not include the other renovations planned. Project Coordination with Existing ServicesLActivities The employment and training services offered are coordinated with a variety of community agencies. They work with their funding sources and residential providers to coordinate services and participation. The applicant also works with local businesses to whom they contract to perform work, such as Rockwell Collins and North Liberty Plastics. Applicant History or Capacity to Successfully Complete the Proposed Project Applicant has successfully administered past CDBG funds. Applicant receives and administers a variety of federal, state, and private grants. Goodwill has operated the Center-based Employment and Training program since 1966. Summary of Items to be Addressed 1. The application did not include a contractor's estimate. Has the applicant received one or contacted a contractor to provide an estimate? 2. The applicant stated that $340,000 has been raised for capital improvements. Are these funds earmarked for some purpose? 42 CTTY OF TOWA CTTY FY06 CDBG/HOME APPL'rCANT REVTEW STAFF REPORT Project Name & Page Number: Iowa Valley Habitat for Humanity - ReStore Project Page 175 Applicant Contact: Mark Patton 337-8949 Project Address: Not Identified Activity Type: Public Facility CITY STEPS Priority: Low - Other Public Facilities CITY STEPS Goal Achieved: New Construction of Affordable Owner-occupied Units (Page 101) Beneficiaries: 0-30% mfi 12% 31-50% mfi 38% 51-80% mfi 23% 80-100% mfi 12% Over 100% mfi 15% Amount Requested: $350,000 Loan or Grant: Loan Repayment Terms: Conditional Occupancy Loan (Applicant requesting Council approval of an exemption to repayment of the COL if another, larger facility were to be acquired in the future.) Total Cost Per Person: $1,434/person Capital improvement project that will benefit individuals over a 15-year useful life expectancy. Total cost per person over a 15-year period: $95.60. Percent of Project Publicly Funded: 39% Leveraging City CDBG\HOME Funds: $1.71 in other funds for each CDBG dollar requested Property Taxes: Tax Exempt 43 STAFF ANALYSIS Documentation of Project Need The proposed project has identified the need for this project to be environmental (recycling materials vs. landfill), provision of Iow cost materials and appliances to LMI households and generation of funds for the production of affordable housing. ReStore facilities in Madison, WI and the Quad Cities have documented that approximately 550 tons of construction refuse has been annually diverted from landfills. Project Budget Discussion The project financing is largely provided through a private bank loan of $500,000. Other funds for building renovations and equipment are to be provided by Habitat volunteers and a Iowa DNR grant of $23,000. Project Coordination with Existing Services[Activities The applicant has a history of working with local construction companies and building supply stores as well as volunteers. Aside from the private lender, the application did not identify business partners or services (e.g. Small Business Development Center, SCORE or ISED) that potentially could have provided technical assistance to Habitat with the proposed project. Applicant History or Capacity to Successfully Complete the Proposed Project The applicant has worked with CDBG and HOME funds in the past, however, this will be the applicant's first experience with operating a retail business. Summary of Items to be Addressed 1. Has the applicant prepared a business plan and financial projections? 2. Has a site or specific commercial area been identified? 3. Is there a purchase offer for the proposed building? If not, how was the value of the property determined? 4. Would the applicant be open to coordinating the ReStore with a larger community effort (e.g. Furniture Project)? 44 CTTY OF t'OWA CTTY FY06 CDBG/HOME APPL~[CANT REVTEW STAFF REPORT Project Name & Page Number: AlibedHillel Jewish Student Center Accessiblity Renovation Page 184 Applicant Contact: Gerald L. Sorokin 338.0778 Project Address: 122 E. Market Street Activity Type: Public Facility CITY STEPS Priority: High - Accessibility Needs CITY STEPS Goal Achieved: Accessibility Needs Beneficiaries: Presumed benefit (Nature of Activity) Amount Requested: $29,968 Loan or Grant: Loan Repayment Terms: Applicant is requesting a declining balance loan as improvements depreciate. Applicant must seek Council approval for request. Total Cost Per Person: $183 per person Capital improvement project that will benefit individuals over a 15-year useful life expectancy. Total cost per person over a 15- year period: $12.20 Percent of Project Publicly Funded: 32.7% Leveraging City CDBG\HOME Funds: $2.05 in other funds for each CDBG dollar requested Property Taxes: Tax Exempt 45 STAFF ANALYSZS Documentation of Project Need The multilevel facility was constructed in 1970 according to standards of accessibility that are long out of date. The building is used by the Jewish campus community, but is also open to and used by the entire community. Individuals using the facility are severely limited by Hillel's entrance doors, restrooms and stairways between levels. In addition, there is space on the lower level that is completely inaccessible and would be opened up upon completion of the project. Project Budget Discussion The applicant received a bid from a contractor to allow for an accurate estimate of construction expenses on the proposed budget. A large portion of the budget is based on anticipated private gifts, but the status of the gifts is unknown. Project Coordination with Existing ServicesLActivities The Hillel Center is used by a variety of community organizations including the Johnson County chapter of the National Alliance for the Mentally III, the Emma Goldman Clinic, Women's Resource and Action Center, the School for the Performing Arts, Willowwind School and the Princeton Review Company. Applicant History or Capacity to Successfully Complete the Proposed Project Although the organization has not received CDBG funds in the past, they have been successfully operating at that site for 35 years. They have also successfully completed a number of renovations over the last seven years. Summary of Items to be Addressed 1. Has the national organization been asked to contribute to the project? 2. Discuss implication of partial funding. 3. Church/State issues may need to be addressed. 4. Status of the anticipated private gifts? 5. How did the applicant pay for previous building renovations? 46 CITY OF IOWA CITY FY06 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Neighborhood Centers of Johnson County - Broadway Building Improvements Page 196 Applicant Contact: Brian Loring 358.0438 Project Address: 2105 Broadway Street Activity Type: Public Facility CITY STEPS Priority: High - Neighborhood Facilities High - Child Care Centers CITY STEPS Goal Achieved: Support development of childcare facilities (Page 112) Provision of Neighborhood Facilities (Page 113) Beneficiaries: 0-30% mfi 100% 31-50% mfi 0% 51-80% mfi 0% Over 60% mfi 0% Amount Requested: $63,245 CDBG Loan Repayment Terms: Applicant is requesting a declining balance loan as improvements depreciate. Applicant must seek Council approval for request. Total Cost Per Person: $68.00 per person Capital improvement project that will benefit individuals over the life of the improvements. Per person cost over a 15-year period is $4.53. Percent of Project Publicly Funded: 90% Leveraging City CDBG\HOME Funds: $0.09 in other funds for each CDBG dollar requested Property Taxes: Tax Exempt 47 STAFF ANALYSIS Documentation of Project Need CITY STEPS, the Local Homeless Coordinating Board and local human service organizations recognize the need for affordable dependent care. The space capacity at the Broadway Neighborhood Center has not increased in the past 15 years, while programming demand has tripled in the past 10 years. Project proposes to use funds for 1) replacing classroom cabinets, countertops and repairing floors and rotting door frames; 2) adding cabinets and sink to downstairs afterschool classroom; 3) replacing carpet and tile in library and entrance; 4) replacing sink and cabinets in the upstairs bathroom; 5) replacing cabinets and counters in upstairs kitchen; 6) adding built-in office "pod" space for childcare, youth and parent support staff; and 7) repair 900 square feet of broken concrete in parking lot. Project Budget Discussion The applicant has a commitment of $7,000 of "local funds" to be used for the project. The applicant has been successful with raising funds to assist with previous CDBG funded construction projects. There was no mention of how the applicant arrived at the construction estimates. Project Coordination with Existing Services~ctivities NCJC has a long history of coordinating with area non-profits, organizations, neighborhood groups, neighborhood businesses and local community leaders. There is no duplication of services as there are limited subsidized day care options in the area. Applicant History or Capacity to Successfully Complete the Proposed Project Applicant has received a number of CDBG allocations for both the Pheasant Ridge Neighborhood Center and for the Broadway Neighborhood Center. The funds were expended in a timely manner. Applicant operates with a budget of approximately $1,500,000 and 50 full-time staff. They are accredited by the National Association for the Education of the Young Child (NAEYC) and have the capacity to complete the proposed project successfully. Summary of Items to be Addressed 1) How were the cost estimates for the proposed improvements completed? 2) Any other funding options available? 3) What do you mean by "local funds" committed to the project? 4) Discuss implications of partial funding. 5) What is a built-in office pod? 6) Status of FY05 project? 7) Does applicant have a capital reserve budget? 48 CITY OF IOWA CITY FY06 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Old Brick Repointing Project Page 205 Applicant Contact: David Wellendorf 351.2626 Project Address: 26 E. Market Street Activity Type: Public Facility CITY STEPS Priority: Low - Non-Residential Historic Preservation Needs CITY STEPS Goal Achieved: Historic Preservation (Page 111 ) Beneficiaries: Not applicable Amount Requested: $60,000 Loan or Grant: $60,000 loan Repayment Terms: Conditional Occupancy Loan Total Cost Per Person: Unable to compute Percent of Project Publicly Funded: 35% Leveraging City CDBG\HOME Funds:(e.g. 1:1) $1.90 in other funds for each CDBG dollar requested Property Taxes: Tax Exempt, except for portion rented to non-exempt entities. 49 STAFF ANALYSI'S Documentation of Project Need Old Brick was built in 1856 and was placed on the National Register in 1973. Old Brick provides a gathering place for civic, educational, cultural and social events in the community. The applicant states except for a small section of the west wall, the building has not been repointed and shows signs of mortar deterioration. Applicant requests funds to tuckpoint the structure. Project Budget Discussion Applicant states the State Historical Society awarded them a $86,900 grant. They have an application pending with the Bechtel Trusts and Foundation that will be reviewed in August of 2005. Applicant did not state the amount or what the funds will be directed for if awarded. Of the total project cost, applicant will secure outside grants or complete fundraising for 65% of the project. Applicant did not supply or refer to a contractor's estimate for the project. Project Coordination with Existing Services~Activities Old Brick exists because of cooperation between dozens of organizations, businesses and non-profits. The application states that the auditorium is used for a wide array of events such as conceals, community awareness programs, social service fundraisers, plays, and weddings. Old Brick is the home of Agape Caf6 (a weekly free breakfast program) that serves between 70 to 80 persons a week who are homeless or at risk of being homeless. Applicant History or Capacity to Successfully Complete the Proposed Project Old Brick has operated on a small budget for many years, successfully depending on donations, grants and volunteers. In FY00 Old Brick received $20,000 in CDBG funds to assist with the installation of an elevator, however, the funds were not fully expended until FY03. Applicant received FY05 funds for a wheel chair lift. Applicant has accepted bids and it is anticipated that the project will be complete by the end of the fiscal year. Summary of Items to be Addressed 1. The application did not include a contractor's estimate. Has the applicant received one or contacted a contractor to provide an estimate? 2. The total project cost is $173,800, of which is $32,460 for equipment. What type of equipment? Is this equipment needed to complete the tuckpointing project? 3. For a conditional occupancy loan, the City will place a mortgage on the property for the length of the loan. This has created problems in the past with Old Brick's board. Will Old Brick accept a mortgage on the facility or will they be requesting a deviance from Council policy? 4. Update on FY05 project. 5o C'rTY OF ZOWA C'rTY FY06 CDBG/HOME APPL1'CANT REVTEW STAFF REPORT Project Name & Page Number: Planned Parenthood of Greater Iowa Page 215 Applicant Contact: Kelly Thornberg 354-2044 ext. 3 Project Address: 850 Orchard Street Activity Type: Public Facility CITY STEPS Priority: High - Accessibility Low- Health Facility CITY STEPS Goal Achieved: Objective: Support expansion needs of existing medical/dental facilities. (Page 113-116) Beneficiaries: 0-30% mfi 81% 31-50% mfi 11% 51-80% mfi 7% Over 80% mfi 1% Amount Requested: $30,000 loan Loan or Grant: Conditional Occupancy Loan Repayment Terms: Requesting a 7 year declining balance loan as improvements depreciate. Applicant must seek Council approval for request. Total Cost Per Person/Household: $13.48/Person Percent of Project Publicly Funded: 59% Leveraging City CDBG\HOME Funds: $0.71 in other funds for each CDBG dollar requested Property Taxes: Property is leased. As such, the landlord pays Full property taxes. 51 STAFF ANALYSIS Documentation of Project Need CITY STEPS cites the objective of supporting expansion needs of existing medical/dental facilities. The resurfacing of the parking lot and reconfiguration of the entance could qualify under CITY STEPS as accessibility improvements while the remainder of the proposed project includes the renovation of the facility and replacement\purchase of equipment. The non-profit Clinic operates on a fee structure enabling it to provide basic reproductive and health services to very Iow income clients (last year 80% of clients were under 30% median income). The closing of the UI Family Practice Clinic is dramaticly impacting the Clinic. In the last two months of 2004 the patient visits were up 103% (November) and 52% (December) from the prior year. Due to the nature of the clinic, and payment based on the client's ability to pay for services, the clinic requests funds to make accessibility and maintenance related improvements. Project Budget Discussion Applicant requests a 7-year declining balance loan as the improvements will depreciate over time. Since this is a leased property, the Clinic would not be able to provide a conditional occupancy loan on the real property. Applicant has had an internal review of the costs involved for the proposed improvements. The total cost is anticipated to be $51,200 with the CDBG funds to be used for the accessiblity improvements and replacement of countertops and plumbing fixtu res. Project Coordination with Existing Services~Activities Clinic focuses on reproductive health care and not general medical issues. Coordination with other agencies\organizations (e.g. Emma Goldman Clinic or Free Medical Program) were not described. The Clinic does work with the Department of Health and government programs such as Title XIX (Medicade) and XX (Social Services Block Grant). Applicant History or Capacity to Successfully Complete the Proposed Project The Clinic has been in operation in Iowa City since 1990. They have received and administered a variety of grants from various entities to support their services. Staff is experienced in grant administration and project requirements. Summary of Items to be Addressed 1. All improvements must be bid through a public, competitive process. 2. Will need to discuss financing terms based on council policy. 3. Has the applicant contacted a contractor(s) for an estimate? 4. Has the landlord been asked to contribute to the resurfacing of the parking lot as This improvement will increase the long-term value of the property? 52 CITY OF IOWA CITY FY06 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Compeer Program Page 225 Applicant Contact: Joanna Mourning 337.5400 Project Address: Office is at 122 E. Market Street, but program is citywide Activity Type: Public Service CITY STEPS Priority: High - Health Services CITY STEPS Goal Achieved: Provision of Health Services: Short-Term Objectives: Continue support of health, dental and HIV/AIDS services. Long Term Objective: Encourage participation of additional health care service providers. (Page 115) Beneficiaries: 0 - 30 % mfi 93% 31-50%mfi 7% Amount Requested: $1,300 Loan or Grant: Grant Repayment Terms: NA Total Cost Per Person $121 Percent of Project Publicly Funded: 25% Leveraging City CDBG\HOME Funds: $3.00 in other funds for each CDBG dollar requested Property Taxes: Tax Exempt 53 STAFF ANALYSIS Documentation of Project Need This project connects a trained volunteer with a person with chronic mental illness to encourage and support participation in community activities. The program indicates that it will cut down the isolation and loneliness many with chronic mental illness experience. The program increases socialization and friendship, which the applicant states, is shown to prevent relapse where treatment can be more expensive. Applicant estimates there are approximately 926 persons diagnosed with Schizophrenia and 5,554 persons with Affected Disorders in Johnson County. There are currently 12 active one-on-one matches of volunteer friends from the community with adults receiving mental heath treatment for socialization and recreation. The applicant requests funds to pay for a portion of the salary of the one-quarter time director. Project Budget Discussion The project budget shows $3,900 in other funds anticipated through grants and fundraising and based on previous fundraising efforts the figure seems reasonable. The program's major funding source, the Robert Wood Johnson Foundation grant, expired in June 2004. The Board decreased the director position from one-half to one-quarter time, the office was moved to a space that was donated and the telephone expenses are shared. The project proposes using volunteers extensively at a value of over $28,530. Project Coordination with Existing ServicesLActivities Compeer, like the Community Mental Health Center, relies on extensive coordination with existing services throughout the community. Applicant History or Capacity to Successfully Complete the Proposed Project Compeer received CDBG funds in FY05 and has been successfully fulfilling the administrative requirements. The Board was formed in the fall of 2001 under the sponsorship of the Community Mental Health Center. Summary of Items to be Addressed 1. Will the project continue if partial funding from CDBG is awarded? 2. Currently, Compeer has 12 active matches. Does Compeer anticipate any difficulty in getting additional volunteers for the 16 individuals on the waiting list? 54 Cl'TY OF TOWA Cl'TY FY06 CDBG/HOME APPLTCANT REVI'EW STAFF REPORT Project Name & Page Number: Emma Goldman CLinic - Creating Financial Access to Reproductive Health Care Services Page 236 Applicant Contact: Karen Kubby 337-2112 Project Address: 227 N. Dubuque Street Activity Type: Public Service CITY STEPS Priority: High - Health Services CITY STEPS Goal Achieved: Provision of Health Services: Continue support of health, dental and HIV/AIDS services. (Page 115) Beneficiaries: 0 - 30% mfi 48% 31 - 50 % 21% 51 - 80% 14% over 80% 17% Amount Requested: $5,000 Loan or Grant: Grant Repayment Terms: NA Total Cost Per Person/Household: $45.38 Percent of Project Publicly Funded: 2.1% Leveraging City CDBG Funds: $46.00 in other funds for each CDBG dollar requested Property Taxes: Emma Goldman in a non-profit and not required to pay taxes, however, they elect to make a Payment in Lieu of Taxes in the amount of $2,825 which covers the amount of taxes that would go toward the lC Police and Fire Departments. 55 STAFF ANALYS]:S Documentation of Project Need The Emma Goldman Clinic's sliding scale fee structure creates financial access to basic reproductive and health care services and over 90% of their clients utilize the fee structure. The Clinic also discounts services for teens and free services for victims of sexual assault seeking services surrounding the assault. In addition, the University of Iowa's Family Planning Clinic closed in the fall of 2004 so the Emma Goldman Clinic is anticipating an increase in the number of clients who will be using the sliding scale fee structure. Due to the non-profit nature of the clinic, and payment based on the client's ability to pay for services, the clinic requests funds to help them absorb some of the costs of the sliding scale fee subsidy. Project Budget Discussion The applicant is leveraging $46 in other funds for every CDBG dollar requested. They have applied for and received a number of outside grants and the CDBG funds would be filling a gap in funding. Project Coordination with Existing ServicestActivities The Emma Goldman Clinic focuses on reproductive health care. To not duplicate services and to provide the necessary referrals, the Clinic collaborates with the Free Medical Clinic and Planned Parenthood of Greater Iowa. In addition, the Clinic works with other local agencies including Domestic Violence Intervention Program, Iowa Women's Foundation, Rape Victim Advocacy Program, United Action for Youth and Women's Resource and Action Center. Applicant History or Capacity to Successfully Complete the Proposed Project The Emma Goldman Clinic has been providing basic health care services since 1973. They received and successfully administered CDBG funds in FY03. They have also received a variety of grants from various entities to support their services over the past 30 years. Staff is experienced in grant administration and project requirements. Summary of Items to be Addressed 1. Discuss implications of partial funding. 2. Please discuss status of the FY04 funded project. 3. How will the clinic cover the additional costs from clients using the sliding fee scale in future years? 56 CITY OF IOWA CITY FY06 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Extend the Dream -- Operational Expenses Page 244 Applicant Contact: Carolyn Lukrofka 339-0401 Project Address: 401 S. Gilbert St. & 912 - 2nd Ave. Activity Type: Public Service CITY STEPS Priority: Medium CITY STEPS Goal Achieved: Services for Persons with Disabilities - Provision of Living Skills (page 118) Beneficiaries: 0-30% mfi 47% 31-50% mfi 40% 51-80% mfi 6% 81-100% mfi 4% Over 100% mfi 3% Amount Requested: $ 4,851 Loan or Grant: Grant Repayment Terms: N/A Total Cost Per Person/Household: $56.08\person Percent of Project Publicly Funded: 50% Leveraging City CDBG\HOME Funds: $1.00 in other funds for each CDBG dollar requested. Property Taxes: Tax Exempt 57 STAFF ANALYSIS Documentation of Project Need CITY STEPS, notes the need for living skills training. This project is proposing to provide employment training and job skills to persons with disabilities. Through the job training and case management services persons with disabilities will be encouraged to start small businesses and\or begin e-commerce marketing. Project Budget Discussion The project budget is based on the cost for two National Corporation of Service to the Community (AmeriCorps\VISTA) volunteers. This program requires a 50% co-pay. Volunteers are anticipated to provide general labor to the proposed project. The volunteer services were estimated to be 150 hours with an approximate value of $1,875\year. Project Coordination with Existing Services~Activities Extend the Dream has been working with community partners (including the University of Iowa) with the Uptown Bill's Small Mall and other projects. Applicant History or Capacity to Successfully Complete the Proposed Project In FY01 the applicant received a $107,500 CDBG award for the lease of commercial space and accessibility improvements. In FY05 the applicant received a $60,000 CDBG award to cover the lease at 401 S. Gilbert Street for another 3-year period of time. Uptown Bill's Small Mall is on track to become financially self-sustaining at the end of 2007. Both of these awards have been well managed by the recipient. None of the prior CDBG funds have gone for operational expenses. Summary of Items to be Addressed 1. Will the RiverFest proceeds be able to sustain the operational costs associated with the National Corporation of Service to the Community (AmeriCorps\VISTA) volunteers at the end of the two year period? 2. Are the businesses at Uptown Bill's Small Mall and new proposed facility at 912 -2nd Street able to contribute to the proposed project? 58 CITY OF IOWA CITY FY06 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Family Services - Savvy Seniors Series Page 252 Applicant Contact: Scott Shook 319.398.3576 Project Address: 2010 Keokuk Street, Ste 103 Activity Type: Public Services CITY STEPS Priority: High - Senior Services CITY STEPS Goal Achieved: Provision of senior services. Short term objective, continue support of services for the elderly (page 120) Provision of crime awareness and prevention (page 118) Beneficiaries: 0-30% mfi 25% 31-50% mfi 35% 51-80% mfi 25% Over 80% mfi 15% Amount Requested: $4,300 Loan or Grant: Grant Repayment Terms: Not applicable Total Cost Per Person: $43.00 Percent of Project Publicly Funded: 74% Leveraging City CDBG\HOME Funds:(e.g. 1:1) $0.35 in other funds for each CDBG dollar requested Property Taxes: Tax Exempt 59 STAFF ANALYSI'S Documentation of Project Need A short-term objective of CITY STEPS is to continue support of services for the elderly. Applicant proposes to provide educational presentations on budgeting, fraud, scams, identity theft and predatory lending to elderly Iow-income persons residing in Iow- income housing complexes. Applicant states their goal is to help Iow-income elderly persons learn the financial skills to maximize their limited incomes while making them aware of the dangers that can befall the un-wary consumer, especially this vulnerable population. Project Budget Discussion The total budget is $5,800 for the program. No other mention of additional sources of funds or outside resources besides agency contribution of staff salaries. Project Coordination with Existing ServicesL4ctivities Applicant has partnered with several local organizations including HACAP and is currently providing financial counseling to University of Iowa students. Applicant History or Capacity to Successfully Complete the Proposed Project Family Services is accredited and meets all regulatory codes. Their staff is highly professional and has abundant experience. Consumer Credit Counseling Service has been serving the Iowa City/Cedar Rapids area for over 20 years. Applicant received a FY02 CDBG award and successfully managed their award. Applicant states since FY2000 more than $12.46 million in debt has been repaid to creditors through their program. Summary of Items to be Addressed 1. If applicant does not receive their total request, at what amount does this project no longer become viable? 2. The Iowa City Police Department use to provide training on some of these issues, but due to funding constraints and the elimination of the Community Relations officer, they have not been able to provide this service. The ISU Extension office provides financial counseling and crime prevention services. How are the services proposed different than what is available through the ISU Extension office? 3. The proposed budget includes $1,300 for meals and incentives. Could applicant request that the host site provide the incentives? 6O Cl'TY OF 'rOWA CZTY FY06 CDBG/HOME APPLI'CANT REVI'EW STAFF REPORT Project Name & Page Number: Free Medical Clinic - Case Management Page 260 Applicant Contact: Sandy Pickup 337-4459 Project Address: 120 N. Dubuque Street Activity Type: Public Service CITY STEPS Priority: High - Health Services CITY STEPS Goal Achieved: Provision of Health Services: Continue support of health, dental and HIV/AIDS services. (Page 115) Beneficiaries: 0-30% mfi 90% 31-50% mfi 6% 51-80% mfi 3% Over 80% mfi 1% Amount Requested: $10,000 Loan or Grant: Grant Repayment Terms: NA Total Cost Per Person: $1,526 Percent of Project Publicly Funded: 1.8 % Leveraging City CDBG: $53.95 in other funds for each CDBG dollar requested Property Taxes: Tax exempt 61 STAFF ANALYSIS Documentation of Project Need: In FY04 the Free Medical Clinic had 1,635 patient visits for diabetes, hypertension, asthma and depression, a 21% increase from FY03 and 67% increase since FY01. In addition, 90% of all the clients are under 30% mfi and very few have private insurance. CITY STEPS lists Health Services as a high priority and has a short-term objective to continue the support of health, dental and HIV/AIDS services. Project Budget Discussion The project appears to have funding for every aspect of the program except the funds for salaries and benefits. They were able to provide $53.95 in other funds for every CDBG dollar requested. The total cost per person is $1,526 or $336 per visit (based on 1,635 patient visits), including prescriptions and in-kind resources. The applicant received CDBG funds for operational expenses in FY01, FY03, FY04 and FY05. Project Coordination with Existing ServicestActivities The Free Medical Clinic has a long history of working with a variety of agencies and organizations in Iowa City, such as Shelter House, DVIP, U of I Hospitals, U of I Dental program, MECCA, STAR and many private health care professionals. Applicant History or Capacity to Successfully Complete the Proposed Project The Free Medical Clinic has successfully administered CDBG funds in previous years. Additionally, the clinic has a 30-plus year history of operating the clinic and overseeing renovations funded with grants and donations. Summary of Items to be Addressed 1. Please explain the source of funds for the case management program and if those sources allow for operational expenses. 2. Are all of the costs shown in the application (totaling $549,500) only for the 360 clients with diabetes, hypertension, asthma and depression? 3. Will the project continue with partial funding? 4. How will applicant locate reserves for operational costs in the future? 62 CITY OF IOWA CITY FY06 CDBG/HOblE APPLICANT REVIEW STAFF REPORT Project Name & Page Number: LT & J Consulting - Iowa City Community Grantwriters Workshop Page 271 Applicant Contact: Jill Smith 400.2114 Project Address: Citywide Activity Type: Public Service CITY STEPS Priority: High - Other Public Service Needs CITY STEPS Goal Achieved: Continuation of Human Service Coordination Page 121 Beneficiaries: Unknown Amount Requested: $16,567 Loan or Grant: $16,567 grant Repayment Terms: NA Total Cost Per Person: $190.14 Percent of Project Publicly Funded: 72.6% Leveraging City CDBG\HOME Funds: $0.38 in other funds for each CDBG dollar requested Property Taxes: NA 63 STAFF ANALYSTS Documentation of Project Need LT&J Consulting will deliver four Iowa City Community Grantwriters Workshops offered to 120 community-based organizations to heighten the knowledge, skills and experience of service provider organizations to develop successful grant proposals and compete successfully for federal competitive grants and other competitive funding sources. They will also provide 100 hours of one-on-one leadership training and strategic planning services to those that complete the workshops. According to the application, Iowa continues to lag in competing for funds to provide for public service needs. Although Iowa is ranked 19th in the US in the number of charitable nonprofit organizations, the state ranks 28th in gross receipts received in 2003 by those organizations. Project Budget Discussion The applicant is proposing four eight-hour workshops at a cost of $4,142 (including $2,000 in staff time) for each workshop. Almost 73% of the project is publicly funded with the remaining funds a donation from the partners. The applicant does not identify any outside funding, but does offer in-kind contributions from the experienced partners. Project Coordination with Existing ServicesLActivities The applicant will coordinate and work with community based organizations through the grantwriting workshops and follow-up training. Applicant History or Capacity to Successfully Complete the Proposed Project The LT&J Consulting Team's partners both have more than 20 years experience in working with organizational development and business management and leadership development. Summary of Items to be Addressed 1. Have applicant explored the idea of participants contributing a minimal fee? 2. Could project work on a commission basis for grants that are awarded? 3. Discuss implication of partial funding. 4. How will the Low-Moderate Income (LMI) benefit be met? 64 CTTY OF 'rOWA CI'TY FY06 CDBG/HOME APpLI'CANT REVI'EW STAFF REPORT Project Name & Page Number: OMNI Therapies, Inc Page 283 Applicant Contact: Craig Steuer 936.3377 Project Address: 2730 Naples Ave. Ste 102 Activity Type: Public Services CITY STEPS Priority: High - Health Services CITY STEPS Goal Achieved: Provision of Health Services (Page 115) Objectives: Continue support of health, dental and HIV/AIDS services. Long Term Objective: Encourage participation of additional health care service providers. Beneficiaries: 0-30% mfi 52% 31-50% mfi 9% 51-80% mfi 25% Over 80% mfi 14% Amount Requested: $22,600 Loan or Grant: Grant Repayment Terms: Not applicable Total Cost Per Person: $50.31 Percent of Project Publicly Funded: 69% Leveraging City CDBG\HOME Funds:(e.g. 1:1) $.45 in other funds for each CDBG dollar requested Property Taxes: Yes 65 STAFF ANALYSTS Documentation of Project Need Health Services are a high need in CITY STEPS. Applicant proposes to offer chiropractic care and massage therapy on a donation basis to Iow-to-moderate income persons. Applicant provides services to person with back pain, hernias, carpal tunnel syndrome, fibromylagia, chronic fatigue syndrome, TM J, anxiety, depression and abuse issues. Project Budget Discussion The project budget estimates $32,700. Applicant contribution makes up 31% of the proposed budget. Of the proposed budget, $6,000 in CDBG funds is requested for advertising. Applicant anticipates 200 volunteer hours. This volunteer contribution is not included in the total budget. Project Coordination with Existing ServicesLActivities Applicant states they have received referrals from the Senior Center, Community Mental Health Center, the Free Medical Clinic, Ronald McDonald House and others. Applicant History or Capacity to Successfully Complete the Proposed Project All employees have the necessary licensing and training required by the state. Summary of Items to be Addressed 1. Applicant requests $22,600. Is this project viable if less than half of the requested amount is awarded? At what level does this project no longer become viable? 2. How many clients were seen last year on a donation basis? Applicant states they would like to increase their number of clients from 500 to 650. Is this total for the donation only clients or is this the agencies total number of clients? How many clients would be seen strictly on a donation basis based on the proposed budget? 3. Transportation continues to be an issue for Iow-income clients. Could applicant provide services at multiple location sites such as the Free Medical Clinic? 66 CZTY OF TOWA C]:TY FY06 CDBG/HOME APPLTCANT REV:JEW STAFF REPORT Project Name & Page Number: Shelter House- John Thomas Deposit Assistance and Emergency Assistance Program; Page 290 Applicant Contact: Christina Canganelli 338.5416 ext. 105 Activity Type: Public Services - Other Public Service Need Project Address: City-wide CITY STEPS Priority: HIGH CITY STEPS Goal Achieved: Homeless prevention Permanent Housing - Homeless (page 107) Beneficiaries: 0-30% mfi 100% Amount Requested: $ 5,000 Loan or Grant: $ 5,000 grant Repayment Terms: N/A Total Cost Per Person/Household: $ 336.56 based on 160 households served. Percent of Project Publicly Funded: 9% Leveraging City CDBG\HOME Funds: $9.77 in other funds for each CDBG dollar requested Property Taxes: Undetermined as the recipients of the security deposits/emergency assistance may reside in privately owned units (taxable) or in units owned by non-profit organizations (tax exempt). 67 STAFF ANALYSIS Documentation of Project Need Iowa City homeless shelters serve hundreds of people each year. Homeless facilities are designed to serve as emergency shelter or as a temporary housing solution. This program assists homeless individuals or households secure h, ousing or maintain their existing housing. The need for security deposit assistance is documented in the Analysis of Impediments to Fair Housing where it is mentioned as a barrier to Iow income persons seeking housing. Many households experience difficulty saving enough to pay the upfront rental costs to obtain a rental unit. Emergency assistance helps maintain housing for those households near homelessness. The short-term cost of such assistance is much lower than the long-term expense to support the same household in emergency facilities. The assistance provided is a one-time deposit or emergency payment to secure or maintain housing. Project Budget Discussion The Security Deposit program has received CDBG funds for the past four years. The amount of direct assistance to LMI households is $16,100 with the remainder of the program budget earmarked for staff costs and program materials. The staff cost of $35,250, as shown in the application, is more than double the amount of the direct financial assistance ($16,100). The Security Deposit program has received CDBG funds for the past four years. The applicant's history with this program indicates that approximately 160 households will be assisted, which averages about $100 per household. Shelter House has worked with landlords to secure a repayment of the deposit assistance in the event an assisted household moves out. Shelter House anticipates the return of $600 to be used for the continued operation of this program. Due to lead based paint regulations the project had to be modified in FY04. Security deposit assistance can not be provided to tenants that will use the assistance to live in a unit built before 1978. One-time emergency rent or utility assistance can be provided which is exempt from the lead regulations. To utilize the one-time emergency assistance the applicant must receive one of the following: an eviction notice, utility shut-off notice, or must be residing in a shelter. Project Coordination with Existing Services~Activities As noted in the application, Greater Iowa City Housing Fellowship (GICHF) does operate a similar program. The GICHF program is slightly different in that the assistance it provides are short-term loans funded through a local lender. Referrals by other service organizations are recognized. Referrals are accepted from various sources including Domestic Violence intervention Program, the Crisis Center, Greater Iowa City Housing Fellowship, local landlords and/or management companies, and the faith community. Applicant History or Capacity to Successfully Complete the Proposed Project Shelter House has been successful in completing this CDBG funded project over the last two years. We would like to see the organization improve their timeliness regarding the submission of payment requests and quarterly reports. 68 Summary of Items to be Addressed 1. What is the increase in the number of households that were able to relocate out of Shelter House due to this program. 2. What percentage of households are successful in maintaining their place of residence for 6 months to 1 year after they receive the one-time assistance? 3. Does one-time assistance mean one time per year? 4. This project has received CDBG funds since FY02. Will this program become self- sustaining through the repayment of rent deposits? 69 70 CTTY OF TOWA CTTY FY06 CDBG/HOME APPLTCANT REV1'EW STAFF REPORT Project Name & Page Number: Shelter House - Outreach Coordinator Page 301 Applicant Contact: Christina Canganelli 338.5416 ext. 105 Activity Type: Public Service Project Address: 331 N. Gilbert Street CITY STEPS Priority: HIGH - Homeless Needs CITY STEPS Goal Achieved: Expanding staff and capabilities within the existing system to provide improved service and expanding available services. (p. 108) Beneficiaries: Presumed Benefit (Homeless) Amount Requested: $16,500 Loan or Grant: Grant Repayment Terms: N~, Total Cost Per Person: $1,057 per person based on anticipated shelter usage of 525 persons over a one year period. Percent of Project Publicly Funded: 100% Leveraging City CDBG\HOME Funds: $32.64 in other funds for each CDBG dollar requested. Property Taxes: Tax Exempt 71 STAFF ANALYSIS Documentation of Project Need Shelter House is proposing a fourth year of case-management services to an estimated 525 persons annually. The application indicates the staff coordinator to be paid for with CDBG funds are to be a part of the STAR program. As such, these funds will be used to help meet the matching requirement for the STAR program. The newly renewed STAR grant will require approximately $106,744 in local match. Project Budget Discussion All of the CDBG funds are targeted for operational expenses (salaries) for the outreach and case management functions. Other services (e.g. employment assistance, life skills, etc.) are provided through the STAR program, which represents approximately 83% of the "other funds" identified in the application. Volunteers are anticipated to provide 750 hours of general administrative assistance to the proposed project for a value of $7,500. Project Coordination with Existing Services~,ctivities Referrals to local human service organizations are essential to the success of this proposed project. The function of the outreach coordinator is to focus on expediting access to local mental health and substance abuse resources, employment, housing and other corollary community based and public resources. Applicant History or Capacity to Successfully Complete the Proposed Project Shelter House has been successful in completing a number of similar public service or public facility CDBG projects. We would like to see the organization improve their timeliness regarding the submission of payment requests and quarterly reports. Summary of Items to be Addressed 1. CDBG funds were used to provide a portion of the cash match required to leverage the STAR grant in FY04 and FY05. What other funds were used to complete the cash match in FY06? 2. How many of the 525 clients identified in the application will participate in STAR? 3. Discuss various outcome measures such as how many clients residing at the shelter obtain permanent housing, how many clients with substance abuse problems or with mental health issues seek and continue treatment with the appropriate provider. 4. This is the fifth year of funding for this activity. What is STAR's long-term plan for generating match? 5. The anticipated numbers of people served are higher than last year by 16.67%. Please discuss how Shelter House will accommodate this level of increase. 72 C'rTY OF TOWA CZTY FY06 CDBG/HOME APPLI'CANT REVI'EW STAFF REPORT Project Name & Page Number: TTC Housing Program Page 314 Applicant Contact: Theresa Kopatich 354.5197 Project Address: 1100 Arthur St. Activity Type: Public Services CITY STEPS Priority: High - Other Public Service Needs CITY STEPS Goal Achieved: IV E. Other Special Needs (page 109) Priority housing and supportive service needs of persons who are not homeless but require supportive housing. Beneficiaries: 0-30% mfi 100% Amount Requested: $6,000 Loan or Grant: Grant Repayment Terms: Not applicable Total Cost Per Person: $1,000 Percent of Project Publicly Funded: 25% Leveraging City CDBG\HOME Funds: (e.g. 1:1) $3.00 in other funds for each CDBG dollar requested Property Taxes: Tax Exempt; however Town and Campus Apartments pay property taxes. 73 STAFF ANALYSTS Documentation of Project Need One of the objectives of CITY STEPS is to review the need to provide housing and supportive services to persons who are not homeless but require supportive housing and identify potential providers and sites. Applicant proposes to provide on-site supportive services to the residents of Town and Campus Apartments, a 20 unit one and two bedroom apartment complex. Applicant states the 20 apartments will be available for transitional and permanent housing and will accept referrals from area service providers. On-site services include teaching persons how to cook, clean, take care of personal hygiene, grocery shop, develop crisis plans, etc. that will assist persons increase their daily living skills. Project Budget Discussion The applicant applied for Emergency Shelter Grant (ESG) funding, however funding decisions will not be made until April. ESG funding makes up the majority of the funds for this project. CDBG funding makes up 25% of project cost. Project Coordination with Existing ServicesL4ctivities The TTC-Housing Program is relatively new. Applicant states they will accept area referrals and will assist persons living in the units connect to local agencies to help them build natural supports. The Director has extensive knowledge of the local services available. Applicant History or Capacity to Successfully Complete the Proposed Project The Director of this project is a social worker who has abundant experience with Iow- income persons with substance abuse and/or mental illness issues and transitional housing. Summary of Items to be Addressed 1. If applicant does not receive their total request, at what amount does this project no longer become viable? 2. if Emergency Shelter Grant funds are not awarded, will this project move forward? 3. What is the status/ownership of the Town and Country Apartments? Are they used for transitional housing currently? Has the owner made a commitment to this project and if so, for what length of time? 4. Question #18 states the goal of the project is to provide supportive services to Iow income-persons, especially those with high/special needs. Is the project focused on persons with disabilities? If so, are the units accessible? 74 DATE: March 4, 2005 TO: Housing and Community Development Commission FROM: Community Development Staff RE: HCDC Meetings on March 10 & 17, 2005 Thank you for the many hours of time and energy that you have put into the allocation process up to this point. This packet contains information for the next two HCDC meetings. At the HCDC meeting on March 10th yOU will be discussing the applications, funding amounts and the rankings. This meeting is designed to help you finalize the ranking sheets and adjust your funding amounts. We will have more funds available than were originally anticipated due to the addition of unspent CDBG funds and recaptured HOME funds. There is $40,000 more available for CDBG non-public service eligible projects and $200,000 for HOME eligible projects (FY05 HOME funds recaptured from the Blooming Garden project). To assist with this process we are providing the updated amounts of FY06 CDBG and HOME funds available to you for allocation, within the .CITY STEPS categories. Please keep in mind that the amount of funds within these categories is flexible, with the exception of the Public Services category. At the March 17th meeting, you will be formalizing a budget recommendation to City Council. CDBG\HOME RevisedAIIocation amounts according to CITY STEPS Funding Targets · Housing (HOME eligible activities) $1,110,652 ($166,595 MUST go to a CHDO) · Public Facilities, Economic Dev., Other $ 484,060 · Public Services (statutory limit) $ 11,000 Total $1,605,712 The proposed amount allocated to Public Service projects is right at the statutory limit, which is set by law. In addition, the HOME entitlement can only be used for HOME eligible activities. As such, $1,110,652 must be spent on HOME eligible activities. The public service category will be extremely competitive. One issue to consider while allocating funds is that some of the projects may receive such a reduced funding amount that the project may no longer be feasible. Staff recommends that no project be allocated less than $1,000.00. Included in this packet are your preliminary rankings and allocations. Please review your scores and allocations. If you notice any errors, please contact staff so we can make corrections before the meeting. After the March 10th meeting, please submit the revised scores and/or allocations. The revised spreadsheets will be ready for your review for the March 17th meeting. If you have any questions regarding this information, please feel free to contact Tracy Hightshoe, Steve Long or Steve Nasby at 356-5230. Please remember that both meetings will be at the Senior Center in the lower level classroom and will begin at 5:3o PM. 75 TO: Housing and Community Development Commission FROM: Tracy Hightshoe, Associate Planner DATE: March 15, 2005 RE: HCDC Meeting, March 17, 2005 Enclosed are the revised rankings, proposed allocations, and a consensus worksheet for your review. The worksheets are divided into funding categories per your request. At this meeting, HCDC will allocate the $1,637,712 in available funds to FY06 CDBG/HOME applicants and forward this recommendation to the City Council for consideration. Discussion regarding FY05 CDBG projects that have not spent at least 50% of their award by March 15 is also on the agenda. Due to the length of Thursday's meeting, this item may be deferred to the April meeting by a motion to defer. The Unsuccessful or Delayed Project Policy states that HCDC may recommend the recapture of unspent funds or HCDC may allow the recipient to retain the funds for the previously approved project. A copy of the policy is provided for your review. HCDC approved variances for two other FY05 projects, the Wood Family Resource Center, and UAY Facility Rehabilitation, at previous meetings. The following projects have not met the requirement to spend at least 50% of their award by March 15: Project CDBG Award Spent by 3/'15/2004 Old Brick $30,000 $0 DVIP - Security Camera $4,478 $0 NCJC - Broadway Renovations $6,000 $0 MECCA - Aid to Agencies $14,221 $0 Please call with any questions or concerns. Remember the meeting is this Thursday at the Senior Center beginning at 6:30 P.M. If you are unable to attend, please contact me by email at tracy-hi.qhtshoeCb, iowa-city.org or by phone at 356-5244. 76 FY06 RANKTNGS WORKSHEET I'OWA C:ZTY CDBG\HOr4E PRO3ECTS REV]:SED MARCH 17f 2005 HOME Eligible Activities Habitat for Humanity - Homeownership 90 89 77 80 70 86 100 85 76 100 70 30 14 83.67 H-:1 HACAP - Transitional Housing 74 85 69 73 82 81 87 78 65 87 65 22 16 77.11 H-2 Johnson Cnty Perm Sup. Hsg ~ Rental 65 79 68 85 82 59 87 71 90 90 59 31 22 76.22 H-3 Iowa City Housing Authority o TBRA 82 76 68 74 75 76 82 74 73 82 68 14 9 75.56 H-4 G[CHF - Rental Housing 73 75 6:[ 62 76' 94 87 77 62 94 61 33 26 74.:1:1 H-5 City of Iowa City - Homeownership 94 62 77 59 60 84 75 80 69 94 59 35 24 73.33 H-6 GICHF - Homeownership 71 64 68 67 79 82 75 82 70 82 64 18 15 73.11 H-7 Extend the Dream Foundation - Rental Hsg 92 72 67 64 74 66 82 78 59 92 59 33 18 72.67 H-8 River City Housing Collective - Rental Hsg 66 66 56 67 82 76 82 80 68 82 56 26 16 71.44 H-9 Johnson Cnty Perm Sup Hsg (Supplemental) Public Facilities, Economic Development, Non-HOME Eligible Activities Free Lunch Program - Facility Rahab. 75 72 67 65 82 75 78 78 67 82 65 17 11 73.22 O-1 DWP - Facility Rehabilitation 83 77 60 60 71 64 84 69 7:!. 84 60 24 23 7!.00 0-2 NC]~: - Facility Rahab, 75 80 60 60 72 70 76 80 66 80 60 20 20 71.00 0-2 Free Lunch Program/FHC - Facility Rahab. 75 74 60 60 77 70 65 76 64 77 60 17 16 69.00 O-4 Goodwill ~ndustries - Facility Rahab. 75 61 56 58 73 75 66 75 6! 75 56 19 :17 66.67 O-5 Habitat for Humanity - Property Acquisition 70 57 62 61 45 8:1 79 83 60 83 45 38 24 66.44 0-6 Hillel Student Center - Accessibility 64 6:1 49 67 60 63 81 87 6:1 87 49 38 29 65.89 0-7 Extend the Dream Foundation - Hicro-Ent. 9:1 72 64 59 0 73 84 65 78 91 0 9! 25 65.:1! 0-8 Old Brick Foundation - Facility Rahab. 76 50 60 63 43 7! 82 82 59 82 43 39 32 65.1:1 0-8 Planned Parenthood - Facility Rahab. 75 70 56 60 48 62 54 82 68 82 48 34 21 63.89 O-:[0 Emma Go~dman Clinic - Facility Rahab. 76 70 53 60 44 80 6:1 70 55 80 44 36 23 63.22 O-:1:[ Public Services, Planning Free Hedical Clinic - Operational 83 85 75 8! 88 84 89 88 86 89 75 ].4 7 84.33 PS-:[ Shelter House - Emergency Assistance 83 89 67 72 86 77 83 84 88 89 67 22 16 81.00 PS-2 Shelter House - Operational 83 8:[ 67 68 83 74 87 8:1 87 87 67 20 19 79.00 PS-3 Compeer Program - Operational 9:1 79 67 78 87 69 84 79 74 91 67 24 18 78.67 PS-4 Extend the Dream Foundation - Op. 87 77 52 63 74 70 74 89 60 89 52 37 27 7:[.78 PS-5 ~I-C Housing Program - Operational 7:1 86 55 56 69 64 83 77 78 86 55 31 27 71.00 PS-6 Emma Goldman Clinic - Operational 77 83 59 69 42 81 71 81 72 83 42 4:1 22 70.56 PS-7 Family Services - Operational 79 56 49 47 64 63 76 72 65 79 47 32 27 63.44 PS-8 OIVlN1 Therapies - Operational 60 42 48 42 50 69 83 70 59 83 42 41 28 58.11 PS-9 LTS~ Consulting - Operational 6:[ 30 41 35 46 67 71 66 39 71 30 4:[ 32 50.67 PS-10 HCDC Member Average Score 77 71 61 64 66 74 79 78 68 Revised Rankings FY06 CDBG\HOME FUNDING CONSENSUS WORKSHEET MARCH 17, 2005 PRoJEcT NAME RANK HcDC HCDc HCDC HCDC Fu!ly Fund Partially Fund SO% or More Partially Fund Under50% NO FUnding HOME Eligible Activities Johnson Cnty Perm Sup. Hsg - Rental H-3 2 6 0 Extend the Dream Foundation - Rental Hsg H-8 2 4 2 1 HACAP - Transitional Housing H-2 1 5 3 0 GICHF - Homeownership H-7 I 4 4 0 River City Housing Collective - Rental Hsg H-9 i 4 0 4 Iowa City Housing Authority - TBRA H-4 0 6 2 1 Habitat for Humanity - Homeownership H-1 0 4 5 0 City of iowa City - Homeownership H-6 0 2 6 1 GICHF - Rental Housing H-5 0 0 9 0 Public Facilities, Economic Dev, Non- HOME Eligible Activities Free Lunch Program - Facility Rehab. O-1 7 2 0 0 OVIP - Facility Rehabilitation O-2 6 3 0 0 Free Lunch Program/FiVlC - Facility Rehab. 0-4 3 6 0 0 Emma Goldman Clinic - Facility Rehab. O-I:L 2 4 0 3 co NCJC - Facility Rehab. 0-2 1 6 2 Extend the Dream Foundation - Micro-EnL. O-8 I 4 3 1 Old Brick Foundation - Facility Rehab. 0-8 0 7 0 2 Hillel Student Center - Accessibility 0-7 0 5 3 Planned Parenthood - Facility Rehab. O-10 0 4 ~ 4 Goodwill Industries - Facility Rehab. 0-5 0 3 4 2 Habitat for Humanity - Property Acquisition 0-6 0 $ 4 2 Public Services, Planning Compeer Program - Operational PS-4 I 5 1 2 Free Medical Clinic - Operational PS-1 0 2 7 Emma Goldman Clinic - Operational PS-7 0 i 5 3 Shelter House - Emergency Assistance PS-2 0 0 7 2 Shelter House - Operational PS-3 0 0 9 Extend the Dream Foundation - Op. PS-5 0 0 5 4 "ifc Housing Program - Operational PS-6 0 0 2 7 Family Services - Operational PS-8 0 0 2 7 OMNI Therapies - Operational PS-9 0 0 i 8 LTSL] Consulting - Operational PS-10 0 0 i 8 Yellow shading indicates consensus of five or more members IOWA CITY FY06 CDBG\HOME FUNDS AVERAGE ALLOCATION WORKSHEET REVISED MARCH 17, 2005 City of Iowa City Housing and Community Development Commission 410 E. Washington Street Iowa City, Iowa 52240 (319) 356-$230 COMMISSIONERS: March 24, 2005 Matthew Hayek Chairperson Dear City Council Members: September 2002-2007 The City received thirty-one applications for FY06 CDBG and HOME funds Jerry Anthony and forwarded them on to the Housing and Community Development Vice-Chair Commission (HCDC) for its consideration and recommendation. HCDC held September 2002-2005 three public meetings as part of its allocation process: one evening of hearings, one evening for discussion regarding preliminary recommendations Erin Barnes of rankings, and a final evening to finalize funding levels for each application. September 2003-2005 The applications were evaluated based on the priorities for iow-to-moderate income individuals and families according to CITY STEPS, Iowa City's Lori Bears Consolidated Plan. September 2001-2007 The HCDG members evaluated applications using a ranking system that was Mark Edwards a part of the CITY STEPS Plan and approved by City Council. The average September 2002-2005 scores for FY06 applications ranged from 50.67 to 84.33. Two applications, OMNI Therapies - Operational and LT&J Consulting - Grantwriters William Greazel Workshops, received an average score of less than 60 points, which is the September 2003-2006 minimum score eligible for funding. Rite Marcus Of the 30 applications, HCDC recommended 24 for funding. One applicant, September 2004-2006 Johnson County Permanent Supportive Housing, L.P. (Supplemental Loan), withdrew from consideration and was not included in the final allocation Brian Richman process. Partial funding is recommended for the majority of the applications September 2004-2007 {19) based on discussion with applicants regarding project feasibility if offered partial funding. Five applications were recommended for full funding. The Jayne Sandler justifications for the HCDC recommendations are enclosed. September 2002-2005 HCDC wishes to recognize the assistance and guidance of Steve Nasby, Steve Long, and Tracy Hightshoe, whose value to this process cannot be STAFF: understated. Steve Nasby Thank you for the opportunity to increase the well being of Iowa City's Iow- moderate income individuals and families through the distribution of our Dem¢prm~ C.m~rntor federal tax dollars. Steve Long Sincerely, A ssu:iate Planner Tracy Higbtsboe Matthew Hayek A ssodate Planner Chair 80 MEMORANDUM DATE: March 24, 2005 TO: City Council FROM: Housing and Community Development Commission (~ RE: Recommendations for FY06 CDBG and HOME Funding HOME Eliqible Projects Recommended for Fundino Requests totaled: $2,526,554 Amount Allocated: $1,$20,764 Habitat for Humanity Housing Rank Request $300/000 Recommended A/location ~lO0/O00 Category HOAl£-eh'gible housing · Funds reusable by Habitat in the future for more affordable housing. · Opportunity to provide homeownership for very Iow-income families (30% AIVlT). · Low public subsidy. · Volunteer and sweat equity into the house. Hawkeye Area Community Action Housing Rank Program - Replacement (¢HZTO) Request $3~2~000 Recommended A/location $300~000 Category HOAl£-eligible housing · Transitional housing for families a high priority in CI-I-Y STEPS. · Applicant is a Community Housing Development Organization (CHDO). · Serves 100% very Iow-income (0-30% AlVlI) families. · Well-established transitional housing program. · Outcome data suggest the program improves family well being. · HOME funds will be re-used through principal payments. Johnson County Perm, Supp. Hs9 Housing Rank #3I Request ~27~000 Recommended A/location $27~000 Category HOME-eligible housing · Rental housing for persons with special needs is a high priority in CI-I-Y STEPS. · HOME funds will be re-used through principal and interest payments. · Important to encourage private entity participation in housing programs. 81 lIowa City Housin9 Authority- Tenant Housing Rank #4 Based Rental Assistance Request $298~080 Re~ommended AIIo~ation $159~$64 Category HOt~IE-eligible housing · Rental housing for small related households with incomes at or below 30% M! is a high priority in C~I-Y STEPS. · Will allow the ICHA to provide immediate assistance to elderly and/or disabled families currently on the waiting list. Greater Iowa City Housin9 Fellowship Housing Rank #$ (CliO0) Request $8~2~404 Recommended A/location Category HOl~IE-eligible housing · Rental housing for families a high priority in CN-Y STEPS. · Serves 100% Iow-to-moderate income households. · Proven track record of managing and implementing funding from HCDC. · Applicant is a Community Housing Development Organization (CHDO). City of Iowa City Housing Rank #6 Request $250~000 Recommended A/location $30,000 Category HOl~E-eligible housing · Serves 100% Iow-to-moderate income households. · Low public subsidy (10%) · Tncreases homeownership among Iow-moderate income households. Greater Iowa City Housin9 Fellowship Housing Rank #7 (¢HO0) Request $181~200 Recommended A/location $181~200 Category HOl~E-elJgJb/e housing · Proven track record of managing and implementing funding from HCDC. · Applicant is a Community Housing Development Organization (CHDO). · Supports the GZCHF's Community Land Trust program, which ensures that homes remain affordable over a very long time. · Tncreases homeownership among Iow-moderate income households. Extend the Dream Foundation Housing Rank #8 Request $98~000 Recommended Allocation $7~000 Category HOME-eligible housing · Affordable rental housing a high priority in CRY STEPS. · All units targeted for persons with disabilities/special needs. 82 River City Housing Collective Housing Rank #g Request $100/000 Recommended Allocation $25~000 Category HOHE-eligible housing · HOME funds will be re-used through principal payments. · Affordable rental housing a high priority in C]-I-Y STEPS. CDBG - Non Public Services Recommended for Funding Reque$~ tota/ed: $843,161 Amount A//ocated: $30~, 948 Free Lunch Program - Facility Rehab. [ Other Rank #1 Request $J/777 I Recommended Allocation $~/777 Category CDBG- Other · 100% of those served are very Iow-income, "presumed benefit due to nature of activity and location." · Helps to ensure continuation of services to approximately 100 homeless/near-homeless individuals on a daily basis. · Applicant operates on minimal budget and is almost completely volunteer-operated. Domestic Violence Intervention Other Rank #2 Program - Security System & Facility Rehab. Request $3/$25 Recommended Allocation $3/525 Category CDBG- Other · Emergency shelter is a high priority in C~-I-Y STEPS. · Constitutes a logical continuation of previous funding from HCDC. · Enhanced security benefits staff and clientele. · Reduces long-term operational/maintenance costs to due to the installation of commercial grade toilets. Neighborhood Centers of $ohnson Other Rank #3 County- Facility Rehabilitation Request $63/245 Recommended A/location $50/000 Category CDBG = Other · Childcare is a high priority in C~TY STEPS. · Applicant's childcare license might have been jeopardized without facility rehabilitation measures. · Serves high-poverty area of the community. · 100% of those served are under 30% of area median income. 83 Free Lunch Pro9ram/F/4C- Facility Other Rank #4 Rahab. Request $17~t~46 Recommended Allocation $~7~646 Category CDBG - Other · 100% of those served are very Iow-income. · Helps to ensure continuation of services to approximately 100 homeless/near-homeless individuals on a daily basis and 2,034 persons receiving health services at the clinic. Goodwill ~ndustries- Facility Other Rank #$ Rehabilitation Request $120t000 Recommended A/location $60~000 Category CDBG- Other · Serves 100% Iow-to-moderate income persons. · Greatly improves the working environment of those with medically fragile conditions to work and receive vocational training. · Applicant has proven ability to manage and expend previous funding effectively. Hi~lei Student Center- Accessibility Other Rank #7 ~mprovement~ Request $29,968 Recom men ded A /loca tio n $.[0,000 Category CDBG- Other · Accessibility needs are a high priority in C['I-Y STEPS. · Has leveraged significant funding from other resources. · Provides needed facility space to local non-profits. EnterpriseEXtend the CenterDream Foundation - ~ticre Other Rank #8 Request $~ 47~000 Recommended Allocation $88t000 Category CDBG- Other · Micro-enterprise assistance is a high priority in C~-Y STEPS. · 100% of those served would be under 50% of area median income. · Applicant has proven ability to manage and expend previous funding effectively. · Unique job training/creation program for the disabled. Old Brick- Facility Rehabilitation Other Rank #8 Request $~0!000 Recommended Allocation $$0~000 Category CDBG- Other · Updates to facility will improve quality of service to the community. · Enhances ability of non-profit groups to use and enjoy the facility. · Applicant did an excellent job of cutting costs and leveraging volunteer assistance in application. · Historic preservation. 84 IPlanned Parenthood- Facility Rehab. I Other Rank #10 Request $$0,000 I Recommended Allocation $10,000 Category CDBG- Other · 99% of those served are under 80% of area median income. · Updates to facility will improve quality of service to the community. · Organization is absorbing many new clients due to the closing of the U of T facility. · Recommended allocation to be used for non-parking items. Emma Goldman Clinic- Facility Other Rank #11 Rehab. Request $20,000 Recommended Allocation $~5~000 Category CDBG- Other · 83% of those served are under 80% of area median income. · Constitutes a logical continuation of previous funding from HCDC. · Updates to facility will improve quality of service to the community. CDBG - Public Services Projects Recpmmended for Fundinq Requests tota/ed: $92,118 Amount A//ocated: $11,000 Free/4edical Clinic - Case Public Service Rank Management Request $~0~000 Recommended Allocation $5~000 Category CDBG Public Services · Health services are a high priority in CTTY STEPS. · 90% of those served are very Iow-income (under 30% of area median income). · Applicant documented an increase in diabetes and other health problems, · TS the only free medical clinic in Towa City. · Low percentage of public funding. Shelter House - Emergency Other Rank #2 Assistance Program Request $5! 000 Recommended A/location $~, 000 Category CDBG- Other · High priority in CTfY STEPS for rental help for very Iow-income. · 100% of those served are very Iow-income (under 30% of area median income). · Program leverages funds from other sources and demonstrates collaboration with area agencies. 85 lShelter House - Outreach Coordinator Public Service Rank #3 Request $J 6~$00 Recommended Allocation $3/000 Category CDBG Public Services · Homeless services are a high priority in ClTY STEPS. · 100% of those served are very Iow-income. · Helps to meet cash-match requirement to leverage significant STAR funding. · Tncreased capacity to provide case management services to prevent repeat episodes of homelessness. Compeer- Director Public Service Rank #4 Request $2~300 Recommended Allocation Cate~tory CDBG Public Services · Applicant effectively leverages volunteer time and other support. · Health services are a high priority in CFI-Y STEPS. · :~00% of those served are under 50% of area median income. Extend the Dream Foundation - Public Service Rank #$ V~$TA Volunteer Request $4~851 Recommended A/location $~000 Category ¢DBG Public Services · 97% of those served are under 80% of area median income. · Helps to meet cash-match requirement to leverage two V][STA volunteers. 86 RANKING CRITERIA FOR CDBG\HOME PROJECTS This ranking sheet will be used as a quide to assist the Housing and Community Development Commission (HCDC) in the FY06 allocation process. HCDC members will rank each project according to the questions\criteria shown below. Each question or criteria will then be assigned a point value. The five categories below are given a total number of points and have been weighted according to their importance. Mark the number of point(s~ for each question~criteria and total the points in each section. I. Need\Priority (maximum 20 total r)oints} 1. Meets a CITY STEPS priority? (High=10, Medium=6, Low=3 points) 2. Has the applicant documented a need for this project? (0-5 points) .__ 3. Project meets the goals or objectives in CITY STEPS? (0-5 points) SUB-TOTAL II. Leveraqinq Resources (maximum 25 r)oints) 1. Does the project allow for the re-use of CDBG\HOME funds? (0-7 points) A. Housing and ED Projects -- Principal & interest [30 year or less Amortization] max. 7 points B. Public Facility Projects -- Conditional Occupancy Loan (future repayment) I point C. Public Service Projects -- Grant (no repayment) 0 points 2. Project leverages human resources [volunteers, etc.] (0-8 points) 3. Project pays property taxes or a payment in lieu of taxes (0-2 points) 4. Project leverages private financial resources? [Including in-kind] (0-8 points) __ 0 to 25% Private Funds (0-2 points) 26 to 50% Private Funds (3-4 points) 51% to 75% Private Funds (5-6 points) 76% to 99% Private Funds (7-8 points) SUB-TOTAL II1. Feasibility (maximum 20 points) 1. The project will be completed within the required time period? (0-6 points) 2. Project budget is justified? [Costs are documented\reasonable] (0-6 points) 3. The level of public subsidy is needed? [Private\other funds not available?] (0-4 points) 4. Has applicant documented efforts to secure other funding? (0-4 points) SUB-TOTAL IV. Impact\Benefit (maximum 25 points) 1. Primarily targets Iow-income persons (0-30%=10, 31-50%=6, 61-80%=4 points) 2. Project produces adequate benefits to the community related to cost? (0-5 points) 3. Does the project help persons gain self-sufficiency? (0-5 points) 4. Outcome data indicates program objectives can be met? (0-5 points) SU B-TOTAL V. Capacity\History (maximum 10 points) 1. Applicant has the capacity to undertake the proposed project? (0-4 points) 2. If previously funded, has applicant completed prior project(s) and maintained regulatory compliance? (0-4 points) 3. If new, applicant can maintain regulatory compliance? (0-4 points) 4. Applicant attended the 2004 CDBG/HOME Applicant Workshop. (No = 0, Yes = 2 points) SU B-TOTAL GRAND TOTAL: PROJECT NAME: PROPOSED ALLOCATION: $ (Projects under 60 points receive $0) 87 PART II,I_rNUTE$ OF PUBL_r¢ MEET_rNG$ :[. Site Tour February 17, 2005 ................................................................................... 88 2. Applicant Presentations February 17, 2005 ................................................................................... 89 3. Discussion of FY06 Funding Requests March 10, 2005 .................................................................................... 136 March 17, 2005 .................................................................................... 153 4. HCDC Budget Recommendations ............................................................ 162 CITY OF I0 WA CITY AGENDA - AM HOUSING AND COMMUNITY DEVELOPMENT COMMISSION EMMA HARVAT HALL, CITY HALL THURSDAY, FEBRUARY 17, 2005 11:00 A.M. 1. Call Meeting to Order 2. Site Visits to FY06 CDBG/HOME Proposed Project Sites (Approximately 10-15 minutes at each site) · River City Housing Collective (932 E. College St.) · AlibedHillel Student Center (122 E. Market St.) · Emma Goldman Clinic (227 N. Dubuque St.) · Extend the Dream Foundation (912 2nd Ave.) · Goodwill Industries of Southeast Iowa (1410 S. First Ave.) 3. Adjournment at Goodwill Industries of Southeast Iowa Cancelled due to lack of quorum. 4 HCDC members completed site visits. 88 MINUTES FINAL/APPROVED HOUSING AND COMMUNITY DEVELOPMENT COMMISSION FEBRUARY '17, 2005. Members Present: Jerry Anthony, Erin Barnes, Lori Bears, William Greazel, Matthew Hayek, Brian Richman, Jayne Sandier, Rita Marcus Members Absent: Mark Edwards Staff Present: Tracy Hightshoe, Steve Long, Steve Nasby, Steve Rackis Public Present: Jim Swain, Bob Burns, Peggy Loveless, Alaina Welsh, Mark Patton, Theresa Kopatich, Christina Canganelli, Karl Dixon, Kristie Doser, Gerald Sorokin, Karen Kubby, David Wellendorf, Kelly Thornburg, Joanna Mouming, Joyce Carman, Burgess Adam Smith, Brian Loring, Sue Freeman, Mike Townsend, Al Axeen, Charlie Eastham, Paul Shultz, Sandy Pickup, Jill Smith, Tom Walz, Dave Maglan, Steve Hall, Allan Young, Mike Lehman, Kay Evans, Carol Spaziani, Marva Abel, Ray Haas, Brad Langguth, Bruce Friedrich, Rose Marie Friedrich, Eugene Spaziani, Mary Donovan, Delores Slade, Del Miller, Tim Smith, Roger Stutsman, Andy Johnson, LT Smith, Susan Simon, Melissa Grant, Susan Assouline, Michael Kaler CALL MEETING TO ORDER Chairperson Hayek called the meeting to order at 6:00 pm. APPROVAL OF THE MINUTES FROM JANUARY 20, 2005 Barnes said that on page 3 there is a correction about the Greater Iowa City Housing Fellowship update. It states the Greater Iowa City Housing Fellowship serves mostly white families. She said that it is not accurate. One particular program (owner-occupied community land trust) has a higher percentage of white families served. Of the 12 owner- occupied households, there is a Bosnian, Asian and an African-American family served. Motion: Greazel moved to approve the minutes as submitted. Anthony seconded the motion. Motion passed 8-0. PUBLIC COMMENT OF ITEMS NOT ON THE AGENDA Hightshoe said that Habitat for Humanity has three lots left to purchase with FY05 funds. Habitat identified one lot on Crescent Street within the Twain Elementary attendance area. Upon discussion with the HCDC chair, it was decided to submit Habitat's request directly to Council for location approval. Council approved the use of federal funds for that site. Of all the FY05 housing projects, only Habitat has funds remaining for lot acquisition. All other recipients, except Blooming Garden, which is next of the agenda, have identified and purchased real property. Hightshoe asked if there was a consensus on HCDC to submit additional requests for lots within "impacted" school attendance areas, for FY05 projects, directly to Council or if the commission wants to review the site before going to Council. There are only two possible site locations with FY05 funds left to consider. Anthony said that there should be an update about the Scattered Site Housing Taskforce. Matt said that the Taskforce continues to meet about every two weeks, and have met some consensus on basic things: avoid concentrations of poverty, encourage scattered site affordable housing, and a continuous commitment to provide affordable housing. He said that the Taskforce is currently discussing ways to define and implement these objectives. 89 Anthony noted that the Council rejected a request to locate 16 rental units in an "impacted" area, but then approved a lot acquisition for an owner-occupied project in an "impacted" area. There was a consensus of commission members to submit site location requests directly to Council until a policy is approved. Part of the commission's rationale was that there are often time constraints for the applicant to purchase land and there is usually a purchase offer pending which will need timely consideration. OLD BUSINESS United Action for Youth Jim Swaim said that the issue that had been delaying them was getting the necessary approval/concurrence from the State Historic Preservation Office (SHPO). He said the SHPO had several questions about the exterior improvements. Swaim stated they found a window company to provide the necessary metal storm windows, which he believes the SHPO will approve. He added that the addition would have wood siding, that the SHPO was particularly concerned about replacing the windows and questioned the reference to the Dr. Martin Luther King, Jr. home. Swaim stated a letter was submitted to the SHPO in reference to their concerns, a copy of which was sent to staff. They are awaiting SHPO's response. Swaim said that they do not plan on starting the project until May because they are still working on the Youth Center (facility within Tower Place). This space must be available to free up space at the Iowa Ave. location for the project to proceed. Blooming Garden IHA Limited Partnership "Blooming Garden" Hayek said, as noted in the memo from the City Attorney's office, that Blooming Garden was not in compliance with the Unsuccessful or Delayed Projects Policy as they did not enter an agreement with the City and have not provided a statement or evidence that they applied for Low-Income Housing Tax Credits in the first available round after receiving City HOME funds. The City Attorney's office submitted a memo to the commission that can be found in the packet. It is legal's opinion that the FY05 funds ($200,000) must be recaptured. Hayek added that the memo stated that HCDC may make recommendations to the Council regarding the reuse of those funds. Hayek stated the commission could either submit a recommendation to the Council for the re-use of the funds or do nothing and allow the matter to be resolved between Burns & Burns (Blooming Garden) and the City. Hayek stated he believed this matter was between the Council and Burns & Burns to resolve. Richman asked if one of the options would be to recapture the funds for the current round of allocations (FY06 allocation round). Hayek answered that is his understanding. Motion: Greazel made a motion to do nothing and allow the matter to be resolved between the City and Blooming Garden. Sandier seconded the motion. Anthony asked what would happen if the City includes the FY05 recaptured funds in the current round (FY06), and there is a future lawsuit? Anthony questioned if the City was required to reallocate funds to Burns & Burns, how would that be handled? Nasby said that it would likely be resolved through the direction of the court and the City would then have to review its options. 9O Richman said that the project should be passed to the City without recommendations. Sandier said that the worst thing that could happen would be that the money would not be available for the current allocation process, but for a later date if they are recaptured. Motion passed 8:0. Motion: Greazel made a motion to expand the deadline for UAY progress to June 1St. Marcus seconded the motion. Motion passed 8:0. DISCUSSION REGARDING APLICATIONS FOR FY06 CDBG AND HOME FUNDING Johnson County Permanent Supportive Housing Bob Burns introduced Mary Loveless and Alaina Welsh. Burns said that the applicant had hired them to assist them through the process of applying for Low Income Housing Tax Credits (LIHTC). He said that Chatham Oaks Inc. is the general partner in the limited partnership, and the limited partner is the National Alliance for the Mentally Ill of Johnson County. Burns introduced members of the boards of both partners. Hayek asked if they could explain the per-unit costs. Burns said that the cost is directly proportional to the size of the building and amenities included. There are more common areas and the building would be sprinklered. He said that it would include common kitchen and dining areas, laundry area, a computer learning center, and all the equipment and furniture. Greazel asked if the land would be leased or donated. Burns said that the land would be leased from the County to Chatham Oaks, which would then donate it to the project. Richman asked for clarifications regarding the ownership structure of the partnership. Burns said that there is a general and a limited partner. He added that the general partner would always be Chatham Oaks. He mentioned that currently the limited partner is the National Alliance for the Mentally II1 of Johnson County. He added that before construction starts, an investor limited partner would substitute for the National Alliance for the Mentally III of Johnson County, and the investor, through the LIHTC, would contribute 56% of the total building cost of approximately $1.1 million. Burns said that the ownership structure would continue through the affordability period and at the end of the affordability period (50 years) all the properties would be given back to the County, who is the landowner. Anthony asked the likelihood that the project would receive the LIHTC. Burns said he believes that the chances are excellent. The application would qualify for service enriched projects which are the first category of funding that is taken into account for tax credit allocations. Hayek asked if the project has any partnerships with area service providers. Welsh answered that the tenant would be able to choose the service provider they want. She said that Chatham Oaks would coordinate with the service provider chosen to assure that the tenants have continuity of services and care while they live in the apartment. Burns said that the $550,000 supplemental application would replace the State HOME loan. Sandier asked what the impact of less funding would be on the project. Burns said that if the supplemental application were not awarded they would apply for a state loan. He 91 4 said that the $27§,000 request on the main application is critical for the project. Burns stated he thought the $550,000 supplemental application would guarantee that the project receives tax credits because the State runs out of HOME funds before they run out of tax cred its. Habitat for Humanity - Homeownership Mark Patton said that they have a scattered site single-family house proposal. He added that the funds requested are to buy land. He said that Habitat raises the money for the construction of the building, and uses volunteer labor extensively to build the houses. Patton said that habitat houses tend to be modest, with garages if needed due to subdivision convenants. Patton said that Habitat's goal is to stockpile lots 6-18 months in advance to raise the necessary funding for construction. He added that they plan to build 7 houses this year, 6 of which will be in iowa City. Richman asked how many lots would be bought with the requested amount? Patton said that the last lots that were purchased cost anywhere from $37,000 to $42,000 each depending on the market. Anthony asked what was the problem for not spending the money allocated last year. Patton said that not everybody sells to Habitat. He added that the reason could be the fact that they do not build large, "fancy" homes. Habitat for Humanity - Property Acquisition (ReStore) He said that a month ago they started a ReStore in Coralville. He said that they have temporarily leased a warehouse that is rented to them by the City of Coralville. The Restore takes in used or new building materials. What can not be used for a Habitat home is sold to the public, it operates very similar to a Goodwill store, except home improvement merchandise. He said that this scenario represents a win-win situation. He said that it saves space in the local landfill, puts the materials back into use, while generating funds to build homes for Habitat. Patton said that Coralville provided a verbal assurance that they would have the warehouse until fall. He added that after the first two weekends they were open, they sold over $2,000 worth of materials. Patton said that they would need a permanent space in Iowa City. Hayek asked if they have any sites in mind. Patton said that are looking. Richman said that the application mentioned some other ReStore facilities, and he asked whether those facilities are owned by Habitat. Patton said that the facility from the Quad Cities is leased. Barnes asked if the training opportunities are paid? Patton said that the first targets for training are the persons that will occupy the homes and they do not get paid for the duration of training. TTC Housing Program Kopatich said that TTC has partnered with Town and Campus Apartments to provide on- site supportive services to people who live there. The apartments would be available for transitional and permanent housing. Kopatich said that they are requesting money to be able to provide the on-site services. 92 Barnes asked what some needs among the residents are. Kopatich said that there are problems with mental illness, substance abuse, and/or physical disabilities. Hayek asked what kind of training background the staff would have who would be providing services. Kopatich said that they would have social work backgrounds and experience working with persons with disabilities. Sandier asked if the tenants are receiving any social services at the current time. Kopatich answered that, for many it is only the services that the Town and Campus Apartments staff can provide. She added that some of the renters are connected with community agencies. Sandier asked what would the impact be if they do not receive full funding. Kopatich answered that not receiving the full funding would slow them down, but they would still work towards providing services. Shelter House - Emergency Assistance Christina Canganelli introduced Karl Dixon, program manager for STAR. Dixon said that they are requesting funds for the security deposit program that is used for emergency rent deposits or utility payments. Emergency assistance helps maintain housing for those households near homelessness. She added that the short-term cost of such assistance is much lower than the long-term expense to support the same household in emergency facilities. Dixon said that this program is offered only on a one-time basis. Hayek asked how much money was allocated to the program last year. Canganelli said that they got the full amount requested, $5,000. Hayek asked how much of those funds were paid out. Canganelli said that there is a revolving aspect to it in the sense that if a tenant vacates the property, the security deposit goes back to the program, not to the City. The FY05 project will spend all the allocated funds by the end of the fiscal year. Richman asked what percentage of funds return to the program. Canganelli said that less than 20% of the funds come back. She added that the situation has been improving, as they have been able to spend more time with people who have been given units, and provided tenant/landlord education. Canganelli mentioned that the staff report states there is a similar program with the Greater Iowa City Housing Fellowship. She added that the two programs are very different because they are working with different types of populations. She said that Shelter House works with persons that have not qualified to receive assistance from the Greater Iowa City Housing Fellowship security deposit program. As such, there is no duplication of services. Shelter House - Operational Dixon said that they are requesting funds for the STAR outreach services coordinator. She said that the position is currently providing direct services to homeless persons. STAR is a vocational program funded by the US Department of Housing and Urban Development. Its goals are to help persons pass the unemployment barrier. She said that the plan is to serve 80 people, but they expect to exceed this number. Canganelli added that those activities are funded heavily through this program, and would not exist in the manner that they exist today without the program. She said that the CDBG funds used for this project go toward their cash match of $106,760. This cash requirement leverages approximately $448,000 in federal funds (STAR grant). 93 Domestic Violence Intervention Program (DVIP) Kristie Fortmann Doser said that last year HCDC supported DVIP's request for security cameras at the shelter's main entrance and additional cameras inside and outside the facility. She said that this application is for an additional camera to monitor the kitchen area and funds to replace the toilets. Doser said that there is no direct line of vision towards the kitchen area and that is a place that causes a lot of hazards. She mentioned that there are a lot of children in the shelter and it is not uncommon to have just one staff person. She said that it is difficult to catch children who are in the kitchen area. She added that there is a rule of not being in the kitchen area, but the rules are not always followed. Doser said that having a camera in the kitchen would be very beneficial; it would allow seeing what is going on in the kitchen, while answering the crisis line. She added that the women that live in the shelter identified that it would be good to have a camera in the kitchen area. Doser stated that the building is 12 years old and the toilets that were installed were residential grade toilets. She estimated that over 4,000 people have used the facility and there are routine plumbing problems with the toilets. She said that a plumbing company offered to replace the toilets with commercial grade toilets at a reduced price. Doser mentioned that they had to do some rehabilitation due to the toilets flooding at different times. Hayek said that according to his calculations, a toilet would cost around $360 each. He added that two toilets would match the price for one camera. Hayek asked what would they do if they do not get the full amount. Doser answered that the camera is their first priority. Anthony asked if the shelter was at capacity. Doser said yes, they generally have around 35-40 persons per night. Greazel asked if they thought about changing the carpet, because it seemed dangerous when he visited the site. Doser said that they have to take everything step by step. She added that in the current year they had to replace some tiling because it was cracking, and due to safety issues they had to replace those first. Doser said that carpeting and doors are another priority that would be taken into account for next year. Doser added that they do have emergency funds for improvements, but they are to be used only in cases of extreme emergency. Aliber/Hilel Jewish Student Center Accessibility Renovation Gerald Sorokin said that they put an application for funding to improve the accessibility of their building. Sorokin said that they have done all previous renovations on their own, but they are trying to achieve a goal that is high priority for their Board and to increase the use of the facility by groups that are outside of their organization. He added that usually they are thought of as a religious organization, and therefore not eligible for the funds, but in the past years they have been providing offices, classrooms and space to other organizations within their bu!lding. The National Alliance for the Mentally III uses one of the classrooms as their office, and holds weekly meetings and classes there. The Emma Goldman Clinic and Women's Resource and Action Center use the facility as well. Sorokin said that they also rent to the Princeton Review Company, which runs test preparation classes in their classrooms. He mentioned that they try to expand the access of their building to the community, and they realize that the situation of the building severely limits their ability to serve the community. 94 Richman asked if any of the organizations pay to use the building. Sorokin said that they try to provide their space free of charge when possible for the non-profit organizations. He added that the for-profit corporations pay rent, and that represents a source of income for the organization. Sorokin said that the first thing that they would do is to install a mechanical door opener, and second complete the restroom renovation, particularly to transform the upper floor men's restroom into a unisex fully accessible restroom. Emma Goldman Clinic - Facility Rehabilitation Karen Kubby said that there is an addition to the front of the building that has a flat roof. She mentioned that there are a lot of people that access the second level of the building for non-healthcare reasons (the flat roof/patio is used as an entrance for the second level offices). She said that they tried to make some site repairs to the roof, but it did not help. Kubby said that they continually have 2 buckets sitting in the entrance area because of the leaking roof. She added that the roof problem impedes their use of last year's CDBG funding, because they can not install a lighting/electrical system in a place that has problems with water. She said that the clinic has an operating reserve fund that has very specific parameters that the Board has set up, and can only be used for extreme emergencies. She said that they do not have a capital reserve fund. Kubby said that they are trying to get donations for their projects. She mentioned that it would be possible that some of the labor for fixing the roof may be donated by local agencies. Kubby said that they might need to talk with a couple of roofers to get a consensus of what the problems are, and then have roofers bid on the project. Kubby said they would request a 10-year declining balance loan from the Council. Emma Goldman Clinic - Operational Kubby said that they requested $5,000 to help them subsidize their sliding fee scale due to a large increase of clients gained recently from the closing of the University of Iowa Family Planning Clinic (FPC). She stated that most of the FPC clients are used to receiving free services. She said that this would not be the case at their facility, but CDBG funds would help subsidize their sliding fee scale. Kubby said they are focusing on young teens. She added that they are expecting a 50% increase in the young adults/teen clients. Iowa City Housing Authority Tenant Based Rental Assistance (ICHA) Steve Rackis said that the proposed project would mitigate the impact of federal budget reductions in the Housing Choice Voucher (HCV) program, allow the ICHA to provide immediate assistance to elderly and/or disabled families currently on the waiting list, and maintain assistance to Iow income families up to their approved baseline of 1,213 families. Rackis said that the waiting list is approximately 2 years, and not receiving sufficient funds would extend the length of waiting period. Rackis said that he has done an analysis of where HCV families are currently living. He said that in elderly households, 69% live in Iowa City, 11% in Coralville, 10% North Liberty, and 11% all other communities in Johnson County. He mentioned that the percentages of disabled households are similar, Iowa City 74%, Coralville 17%, and North Liberty 4%, all other communities in Johnson County 6%. He said that when you take the head of household, both elderly and disabled, 74% live in Iowa City, 17% in Coralville, 4% North Liberty, and 4% all other communities. 95 Bears said that in the paper there is a different number regarding the waiting list. Rackis stated that the waiting list is fluid and different lists exist for different programs offered by the ICHA. Rackis said that they are just now beginning to process the applications from May 2003. Greazel asked what would people do for those two years. Rackis said that they stretch their social security or any other source of income that they may have available. Old Brick Repointing Project David Wellendorf said that Old Brick was one of the first seven lots purchased in Iowa City. He mentioned that it is the second oldest building in Iowa City and needs to be repointed. He added that the building has holes through the mortar that let water in the building. He said that type of erosion might easily destroy the structure. Hayek said that the estimate is dated from last August and asked if the prices are still good. Wellendorf said that the prices are pretty close. Wellendorf said that they are trying to provide value to the community through rental to non-profit organizations and the use of the auditorium for a variety of community uses. Anthony asked what is going on with the last year funded project. Wellendorf said that the project is going well and that it should be done by early May. Richman asked what the impact would be if HCDC allocates less than the requested amount. Weilendorf said that they would work harder. He said that they are good at getting volunteer work, but repointing is not an area that they can utilize volunteers. The west wall was repointed with the wrong type of mortar and may damage the building. This area must be repointed soon, however to be cost efficient they would prefer to do the whole project at once due to the high cost of equipment rental. Planned Parenthood of Greater Iowa Kelly Thornburg said that she has worked with Planned Parenthood since the opening in Iowa City in 1990. In 1999 they had to relocate within a short timeframe. She stated they have a great facility, but parking and their front entrance creates problems for them. In 1999 they had to move quickly and the acquisition of a facility was a huge expenditure. Hayek questioned if they own or lease the facility. She stated that they have a long-term lease. Greazel questioned if this improvement will benefit the owner if the applicant moves. Thornburg stated they signed a 10-year lease, with two 5-years options. Thornburg stated they plan on remaining in the facility for a long time. The parking lot they use is unpaved and creates problems during the spring and after it rains. Clients park at neighboring businesses and some are more hospitable than others. She added that there was a 52% increase in the number of patients they serve after the University of Iowa Family Planning Clinic closed. She said that they were the direct referral from the Family Planning Clinic due to their subsidized cost, about a 60% discount. Greazel said that it is less expensive to lease than to own. He said that they pay a lot of property taxes there (indirectly through monthly rent) and adding that cost to the leasing cost would most likely be similar to owning. 96 Thornburg stated the facility entrance creates safety problems, as it is adjacent to the alley. As the alley is public right-of-way, they also encounter protesters following their clients right up to the doors of the facility. Compeer Program Joanna Mouming introduced some members of their Board. Mouming stated that there are 16 people on the waiting list waiting for a companion. She said that they are trying to do some marketing for the program to create more interest. Mouming said that the program increases socialization and friendship. She said that they are trying to organize meals and other activities to those who are still on the waiting list. She added that they are considering doing a call program to check-in on some of the persons on the waiting list, as it is important to have someone to talk to from time to time. Joyce Carman said that they are organizing a benefit concert. She said that during the same event last year they raised $2,500. Their goal for the current year is $3,500. She said that they would be happy with any contribution to their budget. River City Housing Collective- Property Acquisition Smith said that they are a non-profit organization, collectively owned by their members. He added that they currently own two residential properties, and are looking to expand. Smith said that they are trying to buy the property located at 932 East College Street. He mentioned the house has 13 rooms (SRO units), and one 2-bedroom apartment. They hope to attract a family to live in the apartment. Smith said that they are pre-approved to get financing from banks. Sandier asked if they ever requested funds through the CDBG program. Smith answered that he personally did not, however Long stated the Collective submitted a funding request about seven years ago that did not receive funds. Sandier asked why they did not attend one of the workshops. Smith said that they did not hear about this funding opportunity until the last minute. Long stated the applicant did come in to discuss the project and the application process with staff. Richman said they mentioned that one type of population served is a single-parent household, and he asked if according to the configuration of the house they would be able to attract any families. Smith said that the unit on the first floor would accommodate families. He added that there are other units large enough to accommodate a parent and a child rather than a larger size family. Richman asked if they would go on with the project if they receive less than the requested funds. Smith said that they would try to, but it would be very hard to achieve, and it depends on the purchase price. Marcus asked if they were seeking $550,000 in private funds? Smith said that is true. Greazel asked if they looked at other locations. Smith said that they looked at a couple of other houses, but the collective has a lot of special requirements that need to be met and the other properties were not feasible. Neighborhood Centers of Johnson County- Broadway Building Improvements Loring said that they are looking for funds for renovations at the Broadway site. The funds are to be used for the childcare space, common space, office space, and parking lot. They have increased programming; thus they are able to serve more kids. Freeman said that the 97 ]0 cabinets are stapled and duct-taped. She said they are looking to replace flooring throughout the facility. Loring said the parking lot is cracked, and would not be able to be used for activities usually held there. NCJC holds their summer basketball tournaments on the parking lot, but it has become unsafe due to the cracks and uneven surfaces. Freeman said that they have been able to increase their staffing due to operational grants; however they have 3 offices for 25 staff members. They are constantly looking for ways to best utilize their limited space. Sandier asked what's the progress of last year's funds. Loring said that half of the funds are for replacing windows. Freeman said it took a while to get bids going on, but the work is in progress. Hayek questioned if not fully funded, what are the priority items? Loring stated he would review, list items in priority order, and send to staff for distribution to HCDC members. Goodwill Industries of Southeast Iowa - Air Conditioning Townsend said that they would like to provide air conditioning to the production area at the First Avenue facility. Hayek asked if they had a bid on the project. Townsend said they did not have a contractor's estimate, but their architect provided the estimate. Hayek requested if Goodwill could submit the estimate. Townsend stated he would send to staff within 2-3 weeks. Barnes asked if employee's conditions make it imperative that air conditioning must be installed? Townsend said that, in general, people prefer to work in an air-conditioned environment. Many of their clients working in the production area are medically fragile and are sensitive to the heat and humidity and some are not able to come to work during very hot, humid days. Anthony said that it was mentioned in the application that they raised $350,000 for capital improvements, and asked if part of that could be used for this project. Townsend said they could use part of that money. They plan to do facility-wide improvements to the building, such as window and door replacements, office reconfigurations, accessible restrooms. He said that they would try to find a way to pursue the project in case of partial or no CDBG funding, but it would be very difficult to complete all the necessary improvements. Bears asked if air-conditioning existed in the building. Townsend answered that parts of the building are air-conditioned. He mentioned that some offices are air-conditioned. He said that they are prepared to pay the additional energy costs due to this project. Hawkeye Area Community Action Program- Transitional Housing Al Axeen said that the application is for a total of four units, two units to be placed into the local transitional housing program, and two units to be filled by United Action for Youth's (UAY) teen mothers or pregnant teens as UAY lost housing units that were operated in partnership with Youth Homes. He stated that two of HACAP's units (mobile homes) are currently being used to assist UAY teen mothers. Axeen said that the most confusing aspect of the proforma is the management fee. Axeen said that according to federal regulations there are definite rules that they must follow, and one is to distribute employee salaries between programs. He said that 46% of the salary goes into this fund and that's why the management fee seems so high. He added that it pays for operations and facilities, property taxes, and repairs. Axeen said that another 98 ]! issue that was raised by staff from the Proforma was the debt service. He said that the $10,300 would be paid back through agency/operational funds. Greazel asked where they are going to buy the units. Axeen said that they would buy condominiums in non-impacted areas, however the cost is significantly more expensive than the Broadway area. Sandier asked if they spent their FY05 allocation. Axeen replied that yes they purchased two units and spent their allocation. Greater Iowa City Housing Fellowship - Rental Charlie Eastham said that the School Choice Program proposal is to buy eight existing two-bedroom homes and use them to rent to LMI households located in elementary attendance areas that reported less than 20% free and reduced lunch eligible student enrollment in 2003. Eastham said that the project also includes rehabilitation costs that will help preserve older homes available to Iow-income households. Hayek asked Eastham to explain the total cost per bedroom in comparison to the previous year application. Eastham said that the acquisition cost for the last project was $80-85,000 per unit and the cost this year increased due to location and possibility of lead based paint provisions and necessary rehabilitation. Sandier asked if the project would move forward if GICHF would not receive full funding. Eastham answered that they would try to pursue the project, possibly purchase less units, or maybe not locate within the higher cost areas. Greater Iowa City Housing Fellowship - Owner-Occupied Referring to the second project, Eastham said that they propose to purchase three lots to construct homes for the Community Land Trust program. He mentioned that the land would be owned by the Greater Iowa City Housing Fellowship, which would provide a 99- year lease to the buyer. He said that the purpose is to ensure that the homes remain affordable over time. He said that the land lease program requires that upon resale of the home, the home could only be sold to an income-qualifying buyer. If the seller is not able to find an income-qualifying buyer, the Greater Iowa City Housing Fellowship has the option to purchase the house and find an income-qualifying buyer. Marcus questioned if the owners get the same appreciation as a regular house owner, except the appreciation on the land. Eastham said that they do not get full appreciation if they sell the home before a 15-year period. Sandier said that the homeowner would pay a land lease fee of $20 a month, taxes on the house, and taxes on the land that is leased to them. She said that the total would be comparable to what they would have paid if they were the owners of the house. Marcus said that the difference might be that they would not qualify to get a house and this would be the only way for a Iow-income family to own their home. Free Lunch Program - Facility Rehabilitation Shultz said that six years ago they received funds to remodel the kitchen. Those improvements did not include a new fire suppressant system. The one in current use is out of date and unserviceable once it breaks down or needs a repair. Shultz mentioned that they must upgrade the system or the Fire Marshall could find them out-of-compliance. If that were to happen the replacement would be under an urgent timeline. 99 ]2 Hayek asked if the fire suppressant system is out-of-compliance or unserviceable? Shultz said that it is currently unserviceable, and most likely would be found out-of-compliance if inspected. Free Medical Clinic/Free Lunch Program - Facility Rehabilitation Shultz said they are also requesting funds to replace asbestos tiles. He said that the tiles are deteriorating, and need to be replaced before they become health hazards. Greazel asked if they would replace the tiles that can be seen, or also the ones under the carpet. Shultz answered that they plan to remove both. Hayek asked if covering over the tiles instead of replacing the tiles is a workable option. Shultz answered that it is a workable option only in the Free lunch auditorium. The tiles under the carpet at the Free Medical Clinic and the stairwells are popping up and must be replaced. Sandier asked what the difference in cost would be. Shultz answered that it would save $5,000. Free Medical Clinic- Case Management Sandy Pickup said that they are requesting $10,000 to continue their case management program. Sandier said that in the budget break down they indicate salaries and benefits. The private portion is made up of various grants and donations that are anticipated. If not fully funded, at what level will the program continue? Pickup stated they would do what they can and try and piece various funds for this position to continue as best they could. Greazel said that the application lists $400,000 for medications, and asked whether the FMC had to purchase them. Pickup said that they do not buy them as the drug manufacturers donate them, however the clinic must submit individual requests for each medication to the specific manufacturer. The case manager submits these requests on behalf of FMC patients. Pickup said this figure represents medication for the entire clinic, not just those suffering from chronic health conditions. Anthony questioned if they spent their FY04 allocation. Pickup stated it was an error on their application. All FY04 were spent. Hightshoe stated that the funds were completely spent. In FY05, the FMC receives monthly installments and will spend out by the end of this fiscal year as well. LT&J Consulting - Iowa City Community Grantwriters Workshop Smith said that they would deliver four Iowa City Community Grantwriters Workshops to approximately 120 community based organizations to heighten the knowledge, skills and experience of service provider organizations to develop successful grant proposals and compete successfully for federal competitive grants and other competitive funding sources. She said that Iowa is second in the nation in volunteering, but they are very Iow in the nation in receiving funding from foundations and government grants. She said that she is passionate about bringing money into Iowa. Smith stated they have received extensive training on requirements for federal grants and are certified by national grant institutes to conduct training. They have served as grant reviewers for federal and state grants and assisted the Department of Economic Development in reviewing and writing administrative rules. Smith stated they really want to get to the local organizations. She mentioned that, unfortunately, area organizations are small and provide a lot of services with little funding. 100 ]3 There are over 200 non-profit organizations in Johnson County with assets less than $25,000. She mentioned that with that amount of money they can not go out and grant write, so they hope to bring a service to train as many people as possible with the funding. Smith said that the idea they have is to provide a no-cost service to organizations that do not have funds. In response to the staff report, Smith said requiring a minimal fee is not a bad idea and would be a consideration if there would be partial funding, but they aro trying to reach those organizations with little resources. She also stated that the question had been asked if organizations could pay them a percentage of grants received. Smith said that most funding organizations do not allow the funding to be used for outside consultants or administration. Richman asked if the firm is non-profit or for-profit. Smith answered that they are currently for-profit, but are going through a non-profit application process. Extend the Dream Foundation - Operational Tom Walz introduced Dave Maglan, Steve Hall and Allan Young. Walz said that they are at the beginning of the fourth year of operating a non-profit organization with no paid staff as they have been able to operate with volunteer staff. The proposed project is based on the cost for two National Corporation of Community Service (VISTA) volunteers as the program requires a 50% co-pay. Walz said funds are requested to assist with the payment of the required co-share. Hayek asked how long have they been working with VISTA. Walz said that they have worked with them since 1974. Extend the Dream Foundation - Micro-Enterprise Center Walz said that they have a micro enterprise operation, which turned into a community support center that does a lot of work with people in recovery (substance abuse issues), and physically and/or mentally disabled people. He mentioned that they found their current site with the help of CDBG funds and they are working towards the stage of self-sufficiency for the organization. Walz is very confident that they are going to make it. Walz said that they are requesting funds to purchase a mixed-use building that contains i ,650 square feet of commercial space. He added that the commercial space would be used to provide storefronts to businesses that are ready to incubate from the micro- enterprise activity targeted to persons with disabilities. Extend the Dream Foundation anticipates the need for the additional space to accommodate two businesses and to launch an e-commerce training program. Walz said that they have a bookstore, an antique and collectibles business, and furniture refinishing operations. He mentioned that when you consider the employees/clients they work with, they could get more income by doing e-commerce than from traditional retail. He said that e-commerce works great with the type of clientele they are working with: people recovering from substance abuse, persons with mobility difficulties, and/or persons with mental illness/disabilities. Greazel asked if there are accessibility issues with the proposed site? Walz said that thero are accessibility issues on the second floor. Work to make the first floor accessible would be done on the commercial, first-floor level. He said that when it opens the first floor would be accessible. lOl 14 Hall said that with their current e-commerce business, they rely heavily on donations people bring in and then they sell these items using e-commerce. However, they would like to reduce their dependence on donations, as they are unreliable. Hall said that the quality and supply varies. He said that they need to figure out a way to buy and sell which can be done through e-commerce. He stated that they could buy and see all through e-commerce and make a profit. He said that the future of the program could be sizable. Greazel asked if they have the funds to remodel the building. Walz said that they raised the funds. He said that they have a lot of very talented people that are available. He said that they have the skills to do it. Many of their clients are from the building trades recovering from substance abuse. Sandier asked if this project would be eligible for the CDBG Economic Development (ED) funds administered by the Council. Hightshoe stated yes, it is an eligible activity. Walz stated they had applied to the ED fund. If fully funded through the economic development fund, Walz stated they would pull their current application with HCDC. Nasby stated there were funds available in the ED pool of funds, but a current application is pending that would determine how much in funds are available for this request. Extend the Dream Foundation - Rental Housing Walz stated the three upstairs apartments were not accessible to persons with mobility impairments. They would rent to persons with other impairments, but those that could climb the stairs to get to the apartments. The apartments would be extremely affordable and would be provided to clients working on-site in a possible live/work arrangement. The site is also near commercial facilities such as a grocery store, bank, etc. Thus transportation wouldn't be an issue for many needed things. City of Iowa City - Downpayment Assistance Program Steve Nasby said that in Iowa City a median priced house is about $150,000. Households in the 60-80% area median income range would have an affordability gap of approximately $10,000-20,000 gap. The project budget shows that 20 units will be assisted with an average of $15,000 in downpayment assistance per unit. The homes would be post 1977 to avoid lead based paint provisions. The homeowner contributes around $1,500 or 1% towards the purchase of the home. Nasby said that people would have the full benefit of homeownership. Nasby mentioned that they have sent letters to area lenders to ascertain interest in providing program administration. They have received four responses to date. In response to a question, Nasby said that this downpayment assistance program would contribute up to 10% of the purchase price. Adjournment Anthony moved to adjourn. Barnes seconded. The meeting adjourned at 9:45 PM. 102 44 STURG1S CORNER DRIVE IOWA CITY, lA 52246 BUS. (319) 351-3355 TOLL FREE 1-800~399-8485 REAL ESTATE FAX (3~9) a5~-6s~9 PROFESSIONALS WEBS1TE www. cbrep.com January 13, 2005 Mr. Tom Walz Extend the Dream Foundation 401 Gilbert Street Iowa City, Iowa 52240 Re: Valuation of 912 2nd Avenue, Iowa City, Iowa Dear Tom, The subject building is a two story frame building with brick veneer with three efficiency apartments on the second level and three office suites on the first level. The building has a full basement, an asphalt parking, and is very well located at the comer of 2nd Avenue and F Street, just one block west of the 1sI Avenue Hy Vee superstore. The commercial suites need some interior upgrading and the parking lot needs to be re ' surfaced. These improvements are estimated to be between $25,000 - $30,000. I have attached two valuation reports. One is a Marshall and Swift depreciated cost report and the other is a capitalized income report. There are no recent sale for similar buildings so a market data report is unavailable. The Marshall and Swift depreciated cost report indicates a value of $286,297. This includes the land at the assessed value of $48,000 and assumes the building to be in good, but depreciated cgndition. I will adjust this value by the anticipated cost of improvements of $30,000 which results in an "as is" valuation of $256,300. The income method uses the actual income of $375.00 per month for the apartments, and a pro-forma income of $575.00 per month for the con~nercial units. Normal expenses are deducted and the Net Operating Income is then capitalized at 7.1%. This indicates a value of $275,000.00 but again, this is in good condition. When the anticipated cost of improvements is deducted ($30,000) the net "as is" valuation is $245,000. To reconcile these two values I estimate the actual "as is" value to be $250,000. The income attributed to the apartments is 40% of the income and the income attributed to the commercial units is 60% of the value so I would assign the overall value E )perated. of the apartments as 40% of the total and the overall value o£the commercial units to be 60% of the total value Thank you for the opportunity to provide this assessment for you. Please feel free to contact me for any explanation or clarification you may require. Sincerely, Broker / Owner Coldwell Banker Real Estate Professionals 104 Analysis of: 2nd Ave Building 912~914 2nd Avenue, Iowa City, Iowa Jeff Edberg, CCIM Coldwell Banker Real Estate Professionals, LLC 44 Sturgis Corner Drive Iowa City, Iowa 52246 319.351.3355 (Note: The information contained herein is deemed reliable, but is not guamateed.) 105 Assumptions: Property Name: 2nd Ave Building Address: 912-9t4 2nd Avenue, Iowa City, Iowa Size of Site in acres: 0.5 Purpose of Analysis: Brokers Projection Price: $275,000 Down Payment: $68 New Loan Balance: $206,250 ; New Loan Interest Rate: 6.oo% New Loan Term in Years: Cost of Sale Upon Disposition (%): 5.00% Appreciation Projection per year (%): 4.oo% Income Increase per year (%): 4.oo% Percent of Total Property to Depreciate: 8o.oo% Years to Depreciate Improvements: 27.5 Owner's Personal Income Tax Rate (%): 31% Capital Gains Tax Rate (%): 2o% Owner's Discount Rate: 10% Owner"s Safe Rate: 5% Owner's Reinvestment Rate: 12% Income: Type Unit Size # of Units Rent Apartments 550 3 $375.00 Commercial Suites 550 3 $575.oo $0.00 $0.00 $0.00 $0.00 $0.00 Vacancy & Credit Loss: 0% As a % Other Income: $0 as monthly $$ Expenses: Real Estate Taxes: $8,274 Insurance: $85o Gas & Electric Utility: $600 Sewer & Water: $1,440 Refuse: $720 Landscape Maintenance & Snow Removal:' $1,200 Building Maintenance: (5%) $1,710 Building Repair: $0 Supplies: $0 &dministration: $0 Payroll: $0 Pest Control: $0 Management Fee: $0 Leasing Commissions: $0 Miscellaneous: $0 Coldwell Banker Commercial Jeff Edberg, CCIM Real Estate Professionals, LLC 319,338.5333 106 Property Pro Forma Name: 2nd Ave Building ~ Address: 912-914 2nd Avenue, Iowa City, Iowa Purpose: Broker's Projection Each office independetlly owned. Price: $275,000 Down Payment: $68,750 New Loan: $206,250 New Loan Detail: r Interest Rate Loan Term (yrs) Monthly Payment 6.00% 30 $1,236.57 Income: Type Unit Size # of Units Rent Apartments I 550 3 $ 375 Commercial Suites 550 3 $ 575 0 0 0 $ 0 0 0 $ 0 0 0 $ 0 0 0 $ 0 0 0 $ Total Square Feet: 3,300 Total Monthly Income: $ 2,850 Less vacancy & Credit Loss / month: $ Plus Other Income/month: $ Total Annual Income: [ $ 34,200 ] Expense: Real Estate Taxes: $ 8,274 Insurance: $ 850 Gas & Electric Utility: $ 600 Sewer & Water: $ 1,440 Refuse: $ 720 Landscape Maintenance & Snow Removal: $ 1,200 Building Maintenance: (5%) $ 1,710 Building Repair: $ Supplies: $ Administration: $ Payroll: $ Pest Control: $ Management Fee: $ Leasing Commissions: $ Miscellaneous: $ Total Annual Expenses: 43.3% (°/o of SG~) $ 14,794 Net Operating Income: 7.1% (Cap rate) $ 19,406 Annual Debt Service: $ 14,839 Annual Cash Flow: 6.6% (Cash on cash) [ $ 4,567 Coldwell Banker Commercial 107 Jeff Edberg, CCIM Real Estate Professionals, LLC (319) 338-5333 Cash Flow Analysis Date: 13-Jan-05 PROPERTY: 2nd Ave Building ADDRESS: 912-914 2nd Avenue, Iowa City, Iowa PURPOSE: Broker's Projection Each office independeltly owned. PRICE: $275,000 MORTGAGE DATA: Loans: I Loan Balance Term Rate P+l Annual P+I J Loan Information: $206,250 30 6.0% $1,237 $14,839 [ Year 1: ~; Year 2:'' ;~ar'3i :'~ear 4: Year 5:] Loan 1 Balance EOY: $203,717 $201,028 $198,173 $195,142 $191,925 Principal Reduction: $2,533 $2,689 $2,855 $3,031 $3,218 ITAXABLE'INCOME: ,: . 2006 ;2007:2008 2009 ' 2010 Gross Income: $35,568 $36,991 $38,470 $40,009 $41,610 - Operating Expenses: $15,386 $16,001 $16,641 $17,307 $17,999 NOI: $20,182 $20,990 $21,829 $22,702 $23,610 - Interest: $12,223 $12,062 $11,890 $11,709 $11,515 - Cost Recovery $8,000 $8,000 $8,000 $8,000 $8,000 Taxable Income: ($41) $766 $1,939 $2,994 $4,095 [CASH FLOW: . . 2006 2007 : '~' ;2008 ' 2009:2010 NOh $20,182 $20,990 $21,829 $22,702 $23,610 - Annual Debt Service: $14,756 $14,751 $14,745 $14,739 $14,733 Before Tax Cash Flow: $5,426 $6,239 $7,084 $7,963 $8,877 - Income Tax: ($13) $238 $60 t $928 $1,269 After Tax Cash Flow: $5,439 $6,001 $6,483 $7,035 $7,608 IsALE BASIS: 2006 2007 2008 2009 2010 Star~ing Basis: $275,000 $267,000 $259,000 $251,000 $243,000 + Cost of Sale: $14,300 $14,872 $15,467 $16,086 $16,729 - Cost Recovery: $8,000 $8,000 $8,000 $8,000 $8,000 Adjusted Basis at Sale: $281,300 $273,872 $266,467 $259,086 $251,729 [GAIN: ' 'r ~ . 2006 :~: 2007:: :2008'~'?~ 2009 : ' . ' ' 2010 Sales Price: $286,000 $297,440 $309,338 $321,711 $334,580 - Adjusted Basis: $281,300 $273,872 $266,467 $259,086 $251,729 Gain (Loss): $4,700 $23,568 $42,871 $62,626 $82,851 [sAEE'PROCEEDS:: : .' 2006 2007 ,:2008 : 2009 ' . 2010 Sale Price: $286,000 $297,440 $309,338 $321,711 $334,580 - Cost of Sale: $14,300 $14,872 $15,467 $16,086 $16,729 - Loan Balance: $203,717 $201,028 $198,173 $195,142 $191,925 Before Tax Proceeds: $67,983 $81,540 $95,697 $110,483 $125,926 - Tax on Sale: $940 $4,714 $8,574 $12,525 $16,570 After Tax Proceeds: $67,043 $76,826 $87,123 $97,958 $109,356 LRETURNi ; . .2006 ' 2007 : 2008 :" 2009 2010 Before-tax Cash Flow: $5,426 $6,239 $7,084 $7,963 $8,877 After-tax Cash Flow: $5,439 $6,001 $6,483 $7,035 $7,608 Gross Rent Multiplier: 7.73 7.43 7.15 6.87 6.61 Before-tax Equity Return: 7.9% 9.1% 10.3% 11.6% 12.9% After-tax Equity Return: 7.9% 8.7% 9.4% 10.2% 11.1 % Internal Rate of Return at Sale After-tax: 5.4% 13.8% 16.2% 17.2% 17.6% The information contained herein is believed to be reliable, but is not guaranteed. Coldwell Banker Commercial 108 Jeff Edberg, CClM Real Estate Professionals, LLC 319.338.5333 Unit Analysis' 2nd Ave Building ~ 912-914 2nd Avenue, Iowa City, Iowa Each oCfice independently owned (Values at acquisition) Price per foot: $83.33 Price per unit: $45,833.33 Units per acre: 12.0 Income per foot / Year: $10.36 Income per foot / Month: $0.86 Expense per foot / Year: $4.48 Expense per foot / Month: $0.37 Gross Rent Multiplier (GRM): 8.0 Capitalization Rate: 7.1% Loan to Value Rate (LTV): 75.0% Debt Coverage Ratio (DCR): 1.31% (Values at year of sale) Internal Rate of Return (IRR): 17.55% Net Present Value (NPV) at Discount Rate of 10%: $21,322.65 Financial Management Rate of Return (FMRR) at Sale: 16.88% The information contained herein is believed to be reliable, but is not guaranteed. Coldwell Banker Commercial Jeff Edberg, CCIM Real Estate Professionals, LLC 109 319.338.5333' Sensitivity Analysis: 2nd Ave Building 912-914 2nd Avenue, Iowa City, Iowa Capitalization Rate Sensitivity: j Cap Rate Va ue on EX sting NOI i 4.6% $425,876 5.1% $383,766 5.6% $349,234 6.1% $320,404 6.6% $295,971 7.1% $275,000 7.6% $256,804 8.1% $240,867 8.6% $226,792 9.1% $214,272 Capitalization Sensitivity O. $150,000 5.0% 5.5% 6.0% 6.5% 7.0% 7.5% 8.0% 8.5% 9.0% 9.5% Capitalization Rate Co[dwell Banker Commercial Jeff Edberg, CCIM Real Estate Professionals, LLC 110 319.338.5333 Investment Analysis Charts 2nd Ave Building 912-914 2nd Avenue, Iowa City, Iowa Cash Flows $35,000 $3O,OOO $25,000 $20,000 [3 After Tax Cash Flow: $15,000 rlNOh $10,000 $5,000 $0 1 2 Year 4 5 Sale Proceeds II, After Tax Proceeds:] $120,000 $100,000 · $20,000 1 2 Y~r 4 5 Investment Return 20.0% 18.0% 16.0% 14.0% 12.0% 10.0% 8.0% 6.0% 4.O% 2.0% O.O% 1 2 3 4 5 Year Coldwell Banker Commercial Jeff Edberg, CCIM Real Estate Professionals, LLC 1 1 1 319.338,5333 Summary Report Page: I Estimate Number 0 Estimate ID 2nd Avenue Building .erty Owner Kent and Melissa Williams Property Address 912 2nd Avenue Property City Iowa City State/Province Iowa ZIP/Postal Code 52240 Section 1 Occupancy Class Height Rank 100% Office Building Wood or steel fi-amed exterior walls 10.00 2.0 Total Area 1,650 Number of Stories (Section) 1.00 Shape 2.00 Components Units/% Other Exterior Walls: Stud -Brick Veneer 100% Land and Site: Land 48,000 Site Improvements 25,000 Section 2 Occupancy Class Height Rank · 00% Apartment Wood or steel framed exterior walls 9.00 2.0 l'otal Area 1,650 Number of Stories (Section) 1.00 Shape 2.00 Components Units/% Other Exterior Walls: Stud -Brick Veneer 100% Cost as of 01/2005 Units/% Cost Total Basic Structure Base Cost 3,300 60.21 198,677 Exterior Walls 3,300 16.02 52,866 Heating & Cooling 3,300 9.98 32,934 Basic Structure Cost 3,300 86.21 284,477 Extras Site Improvements - Depreciated 25,000 Replacement Cost New 3,300 93.78 309,477 Less Depreciation Physical & Functional' 23.0% 7 I, 180 Depreciated Cost 3,300 72.21 238,297 C 112 1/~3/2oo~ Summary Report Page: 2 Estimate Number : 0 ZIP/Postal Code : 52240 Miscellaneous Land 48,000 Total Cost 3,300 86.76 286,297 Cos1 113 Iow. a City Assessor - General Parcel Info Page 1 of 2 home I p_a.rc~I ~gr~h I residential sale search I commercial sale search Pin 1014194005 Deed WILLIAMS, NORMAN KENT,WILLIAMS, MELISSA J 912 2ND AVE Address IOWA CITY IA 52240-0000 Class COMMERCIAL Map 21200-Com Plat f¢i¢.p 10-14-1S Lega! 0823-6-4 EAST IOWA CITY N 1/2 LOT 4 BLK 6 Current Value Information Land Value Dwelling Value Improvement Value Total Value 48,000 0 190,460 238,460 Commercial Buiidin9 InformCtiort Building or Addition Occupancy Year Built Gross building area Building 201 Store - Retail Small 1972 3,300 Yard Extra Information Description Item Count Year Built Paving 1 1972 Land information Lot Basis Square Feet Acres Sq. Ft. x Rate 6,000 0.14 Sale Information Sale Date Amount NUTC Recording _1.~.! !_/_199_! 167,000 049 Unuseable Sale - Other 1201-t79 Sketch http://iowacity.iowaassessors.com/parcel.phl: 114 1/13/2005 Iowa City Assessor - General Parcel Info Page 2 of 2 30 5 BLDG 1 CONC BALCONY 55 [1650] [170] Related b~form~tion Links Tax Information Maps Assessor Repod;s Property Record Card Report Property Record Card Report (Adobe PDF file) Printer Friendly version home I parceI search I residential sale search I commercial sale search http://iowacity.iowaassessors.com/parcel,l 115 1/13/2005 Treasurer Page 1 of l  JOHNSON COUNTY, IOWA . QUICK LINKS DEPARTMENTS Farce! iqumber Ill 014194005 Deed Hoid~-r ][WILLIAMS, NORMAN KENT Contract Owner ][ P~.rcei Address ][912 2ND AVE Parcel City ][IOWA CITY Tax Year Tax Payable Year Net Tax Outstanding Tax 2002 - 03 2003 - 04 8274.00 .00 2003 - 04 2004 - 05 8764.00 4382.00 Tax Year Ag Land Credit Hon',este~d Cred':t Fami!y Farm Cred[~ 2002 - 03 .00 .00 .00 2003 - 04 .00 .00 .00 Tax Year Aging/!ncome Credit Miiitary }-ax Yaiue Disabied Vet Credh Credit 2002 - 03 .00 .00 .00 2003 - 04 .00 .00 .00 Tax Year StreetiSidet,,-'~!k Refuse/Garbage Water 2002 - 03 .00 .00 .00 2003 - 04 .00 .00 .00 Tax Year Sewer Weed/Mowin9 Remova!/Misc 2002 - 03 .00 .00 .00 2003 - 04 .00 .00 .00 Special Assessment Speciai A. ssessment Special Assessment Net Special Assessment Tax Year Aging/income Credit Tax Outstanding Tax .00 .00 .00 .00 .00 .00 If you have any questions please contact Thomas L. Kriz, Johnson County Treasurer Privacy Practices I ?..~,.~J Site Translation I ,~'.~,, Adobe Acrobat Any questions regarding this page should be addressed ~o Tim Knipper Updated: 01/13/2005 19:35:34 116 http://www.j ohnson-county.comJtreasurer/taxes/t axLoolmpDetatl.cfm?Parcel= 1014194005 1/13/2005 1. The project can be scaled back based on the amount of funding received. The goal of the project was to reach 100 individuals. Less than full funding would mean fewer people would benefit from the service. We do not believe it would be cost efficient or effective to develop and execute this project for less than 50 participants. 2. We are attempting to reach a specific audience that is very vulnerable to the issues we will talk about, and the presentations will be slanted that way. CCCS has collaborated on several projects with the ISU extension office, including training some of their volunteer financial counselors several years ago. I don't know that they are providing any direct service to individuals at this time. Most of their information on consumer protection issues is disseminated through written material. 3. Our experience with this type of project in Cedar Rapids was that the less we intruded on the management and staff of the sites where we did our presentations, the more receptive they were of our coming in to their facilities. Because many Iow-income housing complexes face budget constraints, asking them to put money into the project may be a barrier. We also found that providing food and some door prizes was great incentive for people to attend. When we approach each complex we will definitely give them the opportunity to participate in this way. 117  HAWKEYE AREA COMMUNITY ACTION PROGRAM, INC ~1 a help up, not a hand oItt February 16, 2005 To: HCDC From: Allan Axeen Re: Items to be addressed 1) There exists more current intake demographics that are not as extensive as this study. I hope to do a follow up comparable study by the year 2006 to have an intensive follow up to this information. 2) & 3) Program rules set rent at 30% of income. Quite often when families enter there is no rent paid because they have no income. HACAP provides subsidies to the housing programs generally through Community Service Block Grant dollars. The proforma was written not only for this grant but also for internal use to show total financial exposure. The secondary mortgage represents the amount that would be paid for a mortgage at current rates to supplant match money. In actuality the secondary mortgage will probably not be used and this money will come from corporate cash reserves. Last HACAP put about $46,000 into housing for Iowa City. The $10,400 is the payment required by the city. 4) There is no intention currently to seek other funding for this program. 5) This project does not currently seek Section 8 funding for this project. 6) All purchases will be post-1978 contructed units. Project Budget Discussion: The Management Fee includes the salary lines and benefits for the employees involved in the program. There is also an indirect charge that is assessed based on program salaries to fund overhead expenses of the agency that is included in this line item. Local overhead expenses include the costs of operating the 4 Family Resource Centers in Johnson County and their shared employees. This indirect charging system is set up under formulas approved by federal funding guidelines. Our system is approved through the HHS Department. The reserve accounts are mandated by the HACAP Board of Directors. Each month $50.00 per unit are set aside in a capital reserve account for the 130 units in the HACAP's Transition Housing Programs. 118 1515 Hawkeye Drive · PO Box 490 ph 319-393-7811 ~l fx 319-393-6263 a email hacap@hacap.org · www hacap.org AN EQUAL OPPORTUNITY AGENCY a A MEMBER OF THE UNITED WAY BURNS · ASSOCIA~S, ARCHI~CTS ~OWA CITY, IOWA IOWA a~. iowa HCDC Meeting February 17, 2005 Response to City STAFF ANALYSIS Johnson County Permanent Suppodive Housing for Persons with Special Needs Documentation of Project Need: 1. In addition to volunteers as noted in the Staff Analysis, support services also will be provided by independent, licensed, fee based, community support services providers that are based upon the individual needs of a tenant and his or her choice. Project Budget Discussion: 1. Paragraph 2 of the Staff Analysis, should not exclude the $864,544 that is indicated as "support services" in the application. The project is more than merely "construction of a proposed facility," which is the label assigned by the StaffAnalysis. The project activity is "permanent supportive housing" and is listed as a specific "need" in the City STEPS Plan. Permanent supportive housing means housing with services. Excluding support services would make the project just another rental property. Without the volunteer hours for supportive services, additional agency funds would have to be expended to meet the need. Therefore, the volunteer contribution should be considered. 2. Management fees in Iowa City range from 5% to 10%. The 8% projected in the project proforma are within this range on the higher side for several reasons. The tenant profile includes persons with special needs such as chronic mental illness. The relative size of the project is small in comparison with other rental properties in the area. The management agent also will coordinate support services. These are all reasons above and beyond the typical rental property in Iowa City or the typical HUD family project. 3. The Staff Analysis combines two categories of operating expenses from the city formatted proforma that are normally calculated and evaluated separately by HUD or any other state agency. a) The annual reserve deposit is set at $300 per unit per year and shown on line 12 of the proforma. This amount is in accordance with the required minimum reserve account deposit as required by the Iowa Finance Authodty's current Qualified Allocation Plan for Iow income housing tax credits, the major source of financing of this project. The reserve in the proforma is typical and reasonable. b) Line 8 of the proforma is labeled "Maintenance & Structural Repairs" and is estimated at $1,050 per unit per year. As footnoted on the proforma, this category includes maintenance, structural repairs, site maintenance payroll, janitorial and maintenance supplies, intedor and extedor maintenance, lawn care and snow removal. These estimates are based upon over 24 years of historical maintenance data from over fifty properties. c) The "funded" reserve that is shown on page 3, section 9 of the application as "operating reserves" are a combination of state and investor requirements and are most definitely over and above the amounts shown in the operating proforma. It includes: 1.) Operating Reserve Account: The Iowa Finance Authodty's current qualified allocation plan requires that a project have six months of operating expenses, debt service, and reserve deposits placed into an operating reserve account and maintained long-term. Tax credit investors also will require this type of account. 2.) Initial Operations: When a project is opened, funds will have to be placed in the operating account so that the project can pay expenses and debt service during the lease-up period. 3.) Audit Reserve Account: In addition to the annual standard tax return preparation costs from a qualified accounting firm acceptable to the tax credit HCDC Meeting February 17, 2005 Page 1 of 3 120 investor, the project will also be required to have a complete audit performed each year. In addition, investors will periodically require certain estimates and accounting services over and above what the project has budgeted in the operating budget. These funds will be placed in a reserve account and used to pay for the additional costs for accounting services that the operating budget may not be able to support. Project Coordination with Existing Services/Activities 1. For the Staff Analysis to state "the applicant is a pdvate, for-profit limited partnership," it is only telling half the story. The applicant is a limited partnership in order to pass through tax credits to an investor limited partner who contributes cash to finance 56% of the development costs of the project. There are two partners. The general partner is Chatham Oaks, Inc., a local non-profit established by the Johnson County Board of Supervisors to operate the Johnson County Care Facility. As managing general partner of the limited partnership that is the applicant, a local non-profit will control the project for the entire affordability pedod (30 years for City HOME and 50 years for Iow income housing tax credits). Summary of Items to be Addressed: 1. Yes, the applicant is requesting the maximum amount of State HOME funds. IDED requires the project to apply for as much other financing as the project rents are able to suppo'rt. Project rents are able to meet the debt service requirements of the City Home loan ($275,000) of $14,482 per year that are based on the City loan terms set by Council edict. The IDED state HOME loan ($550,000) has a minimal debt payment of $120 per year. IDED requires that a state HOME loan be the "gap" financing of a project, especially when IDED receives very Iow debt service during the life of the loan. Therefore, the applicant is requesting the maximum amount of state HOME funds. 2. COl (Chatham Oaks Inc.) is the sole managing general partner. There will be a substitute investor limited partner who will invest equity capital, which will make the limited partnership a for-profit entity. 3. The limited partner will not provide support services. The initial limited partner, NAMIJC, is a temporary limited partner that will be replaced by an investor limited partner who will contribute only equity capital. Supportive services for the tenants will be coordinated and in part provided by the general partner, Chatham Oaks, Inc. NAMIJC is supportive of the proposed project and has been instrumental in the continuing pursuit of this permanent supportive housing project, which has been in pre-development for nearly 12 years. 4. Each of the two buildings will have a large area of community space for use of the tenants. It enlarges the common area of a typical double loaded corridor apartment building by 500%. Additionally, the common area is finished with amenities not normally found in a typical apartment building in order to improve the quality of life of the tenants such as community kitchen, computer center, public bathroom, laundry room, dinning area, craft area, support service office, television lounge and the furnishings to equip them. The building also will have a complete fire sprinkler system. If you are looking for the efficient use of funds, this project will provide an estimated savings of local, state and federal health care funds of $6,420,000 over the 30 year City HOME affordability period and $11,342,000 over the 53 year LIHTC affordability period. HCDC Meeting February 17, 2005 Page 2 of 3 121 5. The support services will be coordinated and provided to tenants on site, which makes this different than a typical apartment building. The proposed project is for permanent supportive housing. Supportive services will be a vital component to the project for the entire compliance period. Additionally, the supportive services will be a facet of the project that makes is a viable housing option for persons with disabilities and special needs. Chatham Oaks will offer on-site management, support service coordination, 24- hour crisis assistance and transportation. Tenants will be able to choose the direct service provider and will not be required to use the services offered by Chatham Oaks. Chatham Oaks will coordinate with other community providers utilized by the tenants. 6. The term of the affordability pedod is 30 years if the term of the loan is 30 years. The FMR limit would apply then for 30 years. This is a City requirement and not a Federal requirement, The Federal requirement would have only been 20 years. 7. Partial City HOME funds would severely limit the scope of the project. Any reduction of the requested amount would have to be evaluated to determine feasibility. The amount requested is the minimum amount needed for 18 units. HCDC Meeting February 17, 2005 Page 3 of 3 122 HCDC MeetingFebrUary 1~ 2005 Response to city sTAFF ANALYSIS )an To Replace StateHOME Loan for Johnson Supportive Housing for Persons with Special Needs Documentation of PrOject Need: 1. In addition to volunteers as noted in the Staff Analysis, support services also will be provided by independent, licensed, fee based, community support services providers that are based upon the individual needs of a tenant and his or her choice. Project Budget Discussion: 1. Paragraph 2 of the Staff Analysis, should not exclude the $864,544 that is indicated as "support services" in the application. The project is more than merely "construction of a proposed facility," which is the label assigned by the StaffAnalysis. The project activity is "permanent supportive housing" and is listed as a specific "need" in the City STEPS Plan. Permanent supportive housing means housing with services. Excluding support services would make the project just another rental property. Without the volunteer hours for supportive services, additional agency funds would have to be expended to meet the need. Therefore, the volunteer contribution should be considered, 2. Management fees in Iowa City range from 5% to 10%. The 8% projected in the project proforma are within this range on the higher side for several reasons. The tenant profile includes persons with special needs such as chronic mental illness. The relative size of the project is small in comparison with other rental properties in the area. The management agent also will coordinate support services. These are all reasons above and beyond the typical rental property in Iowa City orthe typical HUD family project. 3. The Staff Analysis combines two categories of operating expenses from the city formatted proforma that are normally calculated and evaluated separately by HUD or any other state agency. a) The annual reserve deposit is set at $300 per unit per year and shown on line 12 of the proforma. This amount is in accordance with the required minimum reserve account deposit as required by the Iowa Finance Authodty's current Qualified Allocation Plan for Iow income housing tax credits, the major source of financing of this project. The reserve in the proforma is typical and reasonable. b) Line 8 of the proforma is labeled "Maintenance & Structural Repairs" and is estimated at $1,050 per unit per year. As footnoted on the proforma, this category includes maintenance, structural repairs, site maintenance payroll, janitorial and maintenance supplies, interior and extedor maintenance, lawn care and snow removal. These estimates are based upon over 24 years of historical maintenance data from over fifty properties. c) The ~funded" reserve that is shown on page 3, section 9 of the application as "operating reserves" are a combination of state and investor requirements and are most definitely over and above the amounts shown in the operating proforma. It includes: 1.) Operating Reserve Account: The Iowa Finance Authority's current qualified allocation plan requires that a project have six months of operating expenses, debt service, and reserve deposits placed into an operating reserve account and maintained long-term. Tax credit investors also will require this type'of account. 2.) Initial Operations: When a project is opened, funds will have to be placed in the operating account so that the project can pay expenses and debt service during the lease-up pedod. 3.) Audit Reserve Account: In addition to the annual standard tax return preparation costs from a qualified accounting firm acceptable to the tax credit investor, the project will also be required to have a complete audit performed each year. In addition, investors will .periodically require certain estimates and accounting services over and above what the project has budgeted in the HCDC Meeting February 17, 2005 Page 1 of 3 123 operating budget.. These funds will be placed Ina reserve account and used to pay for the additid;Bal costs for accounting services that the operatingbudg~t may not be able to sdP~ort. ' Project Coordination with Exisflhg Services/Activities 1. For the Staff Analysis to slate "the applicant is a private; for-profit limited partnership," it is only telling half the story. The applicant is a limited partnership in order to pass through tax credits to an investor limited partner who contributes cash to finance 56% of the development costs of the project. There are two partners. The general partneris Chatham Oaks, Inc., a local non-profit established by the Johnson County Board of Supervisors to operate the Johnson County Care Facility. As managing general partner of the limited partnership that is the applicant, a local non-profit will control the project for the entire affordabi lity pedod (30 years for City HOME and 50 years for Iow income housing tax credits). Summary of Items to be Addressed: 1. Project rents are able to meet the debt service requirements of the City Home loan ($275,000) of $14,482 per year that are based on the City loan terms set by Council edict. The Supplemental Loan to Replace State HOME Loan ($550,000) ("Supplemental · Loan") has a minimal debt payment of $120 Per year. The Supplemental Loan is a loan from the City w th non-complying te,rn~.s that will require City Council approval. The Supplemental Loan will be the "gap financing of the Project. Competition for State HOME funds is very high. The City award of the Supplemental Loan will eliminate this competition for this project, virtually guaranteeing an award of Iow income housing tax credits for the project. IDED requires the project to apply for as much other financing as the project rents are able to support. Therefore, the applicant would request no State HOME funds if the City awards the Supplemental Loan. 2. COl (Chatham Oaks Inc.) is the sole managing general partner. There will be a substitute investor limited partner who will invest equity capital, which will make the limited partnership a for-profit entity. 3. The limited partner will not provide support services. The initial limited partner, NAMIJC, is a temporary limited partner that will be replaced by an investor limited partner who will contribute only equity capital. Supportive services for the tenants will be coordinated and in part provided by the general partner, Chatham Oaks, Inc. NAMIJC is supportive of the proposed project and has been instrumental in the continuing pursuit of this permanent supportive housing project, which has been in pre-development for nearly 12 years. 4. Each of the two buildings will have a large area of community space for use of the tenants. It enlarges the common area of a typical double loaded corddor apartment building by 500%. Additionally, the common area is finished with amenities not normally found in a typical apartment building in order to improve the quality of life of the tenants such as community kitchen, computer center, public bathroom, laundry room, dinning area, craft area, support service office, television lounge and the furnishings to equip them. The building also will have a complete fire sprinkler system.. If you are looking for the efficient use of funds, this project will provide an estimated savings of local, state and federal health care funds of $6,420,000 over the 30 year City HOME affordability period and $t 1,342,000 over the 53 year LIHTC affordability period, 5. The support services will be coordinated and provided to tenants on site, which makes this different than a typical apartment building. The proposed project is for permanent supportive housing. Supportive services will be a vital component to the project for the entire compliance period. Additionally, the supportive services will be a facet of the project that makes is a viable housing option for persons With disabilities and special HCDC Meeting February 17, 2005 Page 2 of 3 124 needs. Ch'atham Oaks w Il offer on-site management, Support service coqi'd natidn, bohr'ct(sis assistance ~nd transportation. Tenants wil) be' ~lei(~' chOOse ~he diVe, ct S~h/ice provider and will not b~'reqUired to use the serViC~'~{)ff~md by Ch~,tha~ Oak~.': Chatham Oaks will coordinate with other community providbrs utilized by the tenants. 6. The term of the affordability period is 30 years to match the-affordability period of the primary loan of ($275,000). This is 10 years longer than the Federal affordability period whether it is a loan or a grant. 7. Partial City HOME funds would severely limit the scope of the project. Any reduction of the requested amount would have to be evaluated to determine feasibility. Th amount requested is the minimum amount needed for 18 units. 8. The $550,000 Supplemental Loan will replace the State HOME loan. The primary loan' of $275,000 w roma n wth loan terms and debt service as described in the Primary loan application. All of the other efficiencies that are described in the answer for question 16 - still apply. HCDC Meeting February 17, 2005 page 3 of 3 125 L T & J Consulting PO Box 1872 · Iowa City, Iowa 52244-1872 · www. LTJConsult.com Serving non-profit organizations, government agencies, and municipalities HCDC Meeting February 17, 2005 L T & J Consulting - Iowa City Community Grantwriters Workshops Summary of items to be addressed: 1. Has applicant explored the idea of having participants contribute a minimum fee ? · Non-profit organizations quite often do not have the budget to send staff members to training programs, hence the basis for requesting CBDG funding for this project. 2. Could project work on a commission basis for grants that are awarded ? · Funders generally take a dim view of funding projects if 100% of the grant is not used for the intended service or program. If fact, many foundation and government grants prohibit utilizing grant funds to pay grant writers. Alternatively, highly successful programs could end up paying far too great a reward for services being provided. 3. Discuss implications of partial funding. · Funding is requested for four One-day Grant Writing Seminars with 30 to 40 participants each. To maintain the integrity of the workshop we recommend holding a number of workshops in line with available funding. · Other possibilities to overcome partial funding include reducing costs through obtaining low-cost or no-cost workshop facilities and cutting back on the number of hours provided for one-on-one after-workshop consulting. 4. How will the Low-Moderate Income (LMI) be met ? · As of December 2004 there were 426 501(c)3 charitable non-profit organizations serving Johnson County. Approximately 70% of those organizations serve Human Services, Community Improvement, and Mental Health constituencies. Although the number is not readily available, a large percentage of this population falls into the LMI category. · We anticipate that many of the individuals who will attend this training program will be low paid staff and non paid volunteers who will consider the training as continuing education directed at helping them to become more employable. · Seventy-five percent of the one-on-one after-workshop consulting will be reserved for LMI persons or organizations serving LMI clients. 126 ~ Neighborhood Centers of Johnson County NEIGHBORHOOD~.III~IIiII~I Broadway Building Improvements CENTERS~'~m 2105 Broadway Stree~ Summary of CDBG Request We are requesting assistance with the restoration and repair of child care program space, along with the supportir~g community and office space at the [~roadway Neighbor hood Cente[ The primary component~ of the project ir,clude: 1) replacing classroom cabinets, counterEops, and repairing floors and rotting door frames tc, the outside; 2) adding cabinets and sink to downstairs afterschool classroom; 3) replacing carpet and tile i~l library and entrance; z~) replacing sink and cabinets ~n the upstairs bathroom; 5) replacing cabinets and cour~ters in upstairs kitchen; 6) adding built-in office "pod" space for childcare, youth and parent support staff; ant 7) repair c)00 square feet of broken concrete in parking IoL Frame is rotting on the exit door of the preschool Our parkJllg lot doubles as a basketball court during the summez for Broadway basketball league Functlonlrlg cabinets are ~mDortant to clear~llness and safetE Child care llCe~Sllig reoulres DrODel storage of ¢leamnc~ materials Floor Covering is well worn from heavy usage and IS and food important in hcensure aod ac(redltatlorl 127 Brick Community Center 26 East Market Street Iowa City, Iowa 52245 February 17, 2005 City of Iowa City FY06 CDBG Committee Subject: Summary of Items to be Addressed 1. Contractor's estimate included as an attachment 2. Equipment cost is related to rental of equipment (reach) Additionally: Enclosures: a. Mortar Analysis b. Cost Proposal c. Historical lnformation Note: Old Brick is a unique structure, using the technology of the time as well as local rescores. The structure seems to be in good condition, although, the soft nature of the mortar is decaying. There are many holes in the Mortar allowing water to get into the space between brick layers. Recent construction next door knocked off one downspout from the top. As the water ran down the building, it also ran in the building. Most places you can take your finger and scrape out the mortar. 150 yr celebration 2006. Value in services back to community from renters Min. 1.3 Million. Thank you for your consideration, David Wellendorf Old Brick Manager 128 Mortar Analysis Old Brick Iowa City, Iowa Inly 20, 2t)04 On Wednesday, July 14, 2004, David Arbogast, architectural conservator, of Iowa City, Iowa collected a pair of samples from Old Brick, the former First Presbyterian Church, in Iowa City, Iowa. They were analyzed to determine their original formulae with a view toward repointmg of the buildfl~g, the exact extent of which is yet to be determined by the architect. There are numerous areas of missing mortar and even more ar~s of varions inappropriate repointing mortars used at various times. The purpose of the analysis was to determine the original ~nortar so that a matching replacement mortar could be replicated effectively. The aualysis was undertaken on Monday, July 19, utilizing the s 'tandard testing procedure developed by E. Blaine Cliver, Regional Historical Arclfitect of the North Atlantic Region of the National Park Service. The first rumple was from bedding mortar in the exposed interior face of the south foundation wall. The sample was relatively soft and light gray, which is typical of a lime mortar. The mmlysis revealed a lime mortar with a composition of approximately seven parts of sand to three parts of lime, by volmne, assmnmg that the fines were dirt originally associated with the sand. The sand sieve analysis revealed a frae sand, of which less than 1% was trapped in the largest sieves and over 14% passed all of the sieves. The second sample was collected from the pointing mortar at the south end of the west elevation. The sample was soft and light gray, like the first sample. Its analysis revealed a lime mortar composed of approximately three parts of lime to thirteen parts of sand (including the minimal frees as dirt associated with the sand) or, rouglfly, four parts of sand to each part of lime, by volume. This is an extremely soft mortar. The sand sieve analysis revealed a similar sand to that of the first sample. Shghtly over 2% failed to pass any of the sieves and over 15% passed all of the sieves. A nmnber of conclusions can be reached from these P, vo samples, as follow: 1. Both samples were composed of lime and sand. Interestingly, the bedding mortar was somewhat harder than the pointing mortar, with a higher ratio of lime to sand. 2. The sand in both smnples was virtually identical and was relatively fine and clean. 3. For a repointing formula care should be taken to match the original sand in size and in color. Care should also be taken to match the formula. In fids case, the 7:3 mix of the first smnple is better than that of the second sample and should suffice for all repoiming needs. Mortar/Plaster/Stucco Analysis Test Sheet 129 ' UG- 5-2004 NED 08:40 AM RENAISSANCE RESTORe?ION NO, 915 777 9472 P, 02 Ri.;NAISSANCE RF, STORATION, INC. PROPOSAL Terry W, Cole, General Contractor 'Certified Restoration Consultants' P.O, Box 291 ~,~so. ] or ; ~*e~ Galena, Illinois 61036 ~oa NAZVU*~O.: O~j nd~.M,~om? ~urattoa .... LOCATION: 26 E~,t, (815) 777-0556 t-- iow* (.;ty, FAX (815) 777-0472 rd~galenalink.net ~ao~:. DA'IE 08?Z6J04 To: ~hae L. Licht, A. IA, 51 ! 'E Wa~hin~iOa IoWa CI~ IA L $ 3hl39.~ Wc~t I!.l~afion N.W. ~mtlal ~C~OILq I*o~ With l)~l~ Grind all r~iacd modacJoln~ wi~ ml~ad~v & 1~" di~ 11. $13,145.~ W~t ~cvnllon S.W. ~rtion 1. Clem all m~n~ wi~ Di~l~ ~rt~e I~ ~ 1~ It~I~¢ ~,o~ (40) ~lwln,aed ~i& ~h mw ~lck m ~ch 3~ tlc~e all ~cdm~s~ ln~p~h~c tuuk-~J~ng m~ ~ ~%poi~ m mat~ ~ ~. L Front ~mth lflcwaJt,~: Si&~ & T~ ~i~ To I~ °fT~ [11. $34.078.~ 1. Clc~ ~1 m~om5 wifl~ Dic~idt Fa~vi~onc 1~ and l~m 3. R~lOVe ~t ~viOUdy insignia e ~mOng m~ ~o ~u: ~ ,,~, ~, .~ ......... 5. ~[r sh~ ~n&~sill ~ I~t wla~w wifl~ ~mi~ S~e ~r M~, ~ Hnal cl~lng ofm,~[n~d n~m~ wi~ d~g~ ~ ~r ~ IV. $35,035.00 IV. Fronl: Tower All (4) . ('.}~ all ~m~ wi~ ~ }~w[~[~o l~ ~ tow~e 3. I~~ ,p~x (40) d~d~l ~i~ ~h now ~ck to m~ 3. G~pl~ 'l~nfi~ or ~ sld~ of~ w~b a~ ~n 4. R~i;~ ~terlor~ m~qr jolmS Of ~. delhi1 ~ ~r. 5. Final fl~ing or~n{~ ~on~ wilh dc~gent and water I. CI~ ~1 m~ry with Dl~ t~}vlr~ 1~ and 1~-~ ~. 3. Rc~w all prc~ou~ tnapl~iao Itmk-~nfing m~' m~d ~in: ~ ma~ ~na ~m'. VI. VI. B~k North Elcwmion:.M~n ~l~ng & 2. L'~mne~: rep[~ ~;x (l 0~ ~o~a~d brick wl~ ~w bd~ ~ mt~ ~gln~. 3. Compl~c I~k-pnintS~ 4. ~[flt d~iomt~l ~ jo~ Or W' ~h ~ ~a~r. 5, Fill d~mi ng or ~-~;nt~ m~o~ wilh &~t aM w~r ~k VIL ~l[. Back Addida~: North tile~afion I. ('Ion all mx~on~ whh Oie~dl I~vko~k~n¢ Iffi ~ low-pr~ra 3. R~ot'e all Feviously iu~p~dmc t~-I~lmlng m~ and ~.~m 4. Re-~int d~ion~t tut~t~r ~inlg O~ ~&" depth ~ 130 RUG-25-2004 WED 08:41 Rfl NENRI$SR.NOI: I~E~'ILlt~'I'IUN~ NU, Ulb III B4~Z V, Ud 5. i.ltml ck~n~ ~Cr.mpnlntcd m~onr~ wl',h d~e~smt ~ wau:.t w~h. 131 Irving Weber tells the story this way: The Presbyterian Church, lowa City's oldest church building, had the first church bell in Iowa City, and it has now become the legendary "Reverend Hummer's Bell". He was the church's first pastor, in 1841, before the congregation had a building. The first church building was ~tarted in ]843 and completed in 1850. Hummer had gone East in the mid 1840's soliciting gifts from the older established churches, to build a Presbyterian Church on the frontier in Iowa City. He returned with funds, a bell, and some Swedenborgian spiritualistic ideas unacceptable to the membership of the frontier church. Friction developed, ending in Hummer's discharge. Hummer went from Iowa City to Keokuk where he built a tabernacle. He felt the bell at the Iowa City church would be a crowning jewel for his new tabernacle. Rationalizing that the bell really belonged to him for back salary, he returned to Iowa City with a team and wagon, accompanied by a Dr. Margrave, a "botanic physician" (pharmacist) to carry the bell away. Hummer got a long ladder and climbed to the belfry with block and tackle and let the bell down. While Hummer was still in the belfry unfastening his ropes, block and tackle, and Margrave had gone for the team, a crowd gathered and removed the ladder and left Hummer stranded in the belfry. The bell was put on a wagon and hidden in the Iowa River at the mouth of Rapid Creek, several miles north of the city. Margrave finally returned, put the ladder back and let Hummer down but the bell was gone. Later the congregation sought to retrieve the bell but it could not be located, and it was assumed it had "sunk to Chit~.a". Actually, the four men who had hidden the bell, secretly retrieved it and took it with them when they left for the California Gold Rush, April 15, 1850. When they passed through Salt Lake City they sold the bell to the Mormons. In 1858 one of the four returned and let the secret out. "Reverend Hummer's Bell" is still in Salt Lake City. (Irving Weber's Iowa City Vol. I pp. 265-266.) 132 Old Brick Exterior, 1900-1905 After the spire was destroyed, the brick portion of the tower was redesigned as a battlement tower. Old Brick Changes Ownership Beginning in 1971, the First Presbyterian congregation considered relocating, In January, 1974 the building was purchased by the University of Iowa, to be razed to create green space. However, a few months earlier it had been placed on the National Registry of Historic Places, qualifying it for matching federal funds for use in its preservation. Many people in Iowa City were in turmoil at the prospect of the church's demolition. Citizens organized, the Board of Regents was lobbied. A court injunction failed. In the Old Brick tower a hunger striker carried on a sit-in. National news media covered the events. The old church's survival was insured, however, only with its purchase in 1977 by the limited partnership "Old Brick Associates". One of their partners, "Friends of Old Brick", a non-profit corporation composed of volunteers, dedicated themselves to restoring the nave as a public auditorium. In 1987 The Episcopal Chaplaincy and Lutheran Campus Ministry purchased Old Brick as a home for their ministries and to provide a space for outreach to the communityo They have remodeled the building for ministry to campus and community. 133 Iowa City ld icl e Iowa City is unique in that it was named before it was located and planned and platted before anyone lived here. In August of 1839 the first of its lots were sold at public auction. The lot Old Brick is built on was one of seven lots purchased by Chauncy Swan at the second auction, held one month later in October. One year later First Presbyterian Church of Iowa City was organized. Swan, a member of the first board of trustees, donated to the congregation the lot, valued at $100. Swan deemed it the pick of the lots in Iowa City because of its elevation. (The lot is highlighted in red on this 1854 map, but is mistakenly labeled as "2nd Presbyterian".) The ffLrSt house of worship the newly formed congregation constructed on the lot was begun in 1843 and completed in 1850. This church was built with a cupola, high portico, and Grecian columns to resemble the style of the Capitol building (Presbyterian Church in upper left). Only six years later it was destroyed by fire in 1856. ~ Old Brick Begun in 1856 In 1856 First Presbyterian Church began building the present Old Brick. Construction was delayed during a national financial panic that was particularly difficult for the new business enterprises in Iowa City. They were also adversely affected by the decision to move the capital to Des Moines 1857. It was not until after the Civil War that Old Brick was completed and finally dedicated on August 20, 1 $65. 'The building was designed in a Romanesque revival style. It was built of soft red brick, that is 3 inches thick at the foundation and tapers to 1.5 inch thick at the rafters. This brick was locally manufactured before the Civil War° The rafters in the nave are 1 5 sq. ft. and made of hand-hewn walnut. · 135 M IN UTES PRELl MI NARY HOUSING AND COMMUNITY DEVELOPMENT COMMISSION MARCH 10, 2005 SENIOR CENTER, LOWER LEVEL CLASSROOM Members Present: Jerry Anthony, Erin Barnes, Lori Bears, Mark Edwards, Matthew Hayek, Rita Marcus, Brian Richman, Jayne Sandier, Members Absent: William Greazel Staff Present: Tracy Hightshoe, Steve Long, Steve Nasby, Steve Rackis Public Present: Mark Patton, Tom Walz, Bob Burns, Mike Townsend, David Wellendorf, Ron Hanson, Karen Kubby, Alan Axeen, Kristie Doser, Alaina Welsh, Mary Donovan, Maryann Dennis CALL MEETING TO ORDER Chairperson Hayek called the meeting to order at 6:30 PM APPROVAL OF THE MINUTES FROM FEBRUARY 17, 2005 Motion: Anthony moved to approve the February 17, 2005 with corrections on pages 6 and 13 (staff will verify if LT&J applied or will be applying for non-profit status). Bears seconded the motion. Motion passed 8-0. PUBLIC COMMENTS OF ITEMS NOT ON THE AGENDA Burns announced that their FY04 Whispering Garden project received Low Income Housing Tax Credits and state HOME funds in the last funding round. The project consists of 12 units of affordable rental housing. DISCUSSION REGARDING FY06 COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME INVESTMENT PARTNERSHIP PROGRAM REQUESTS Hightshoe announced that there are additional funds available to allocate. $200,000 in HOME funds were recaptured from the Blooming Garden project and $72,000 in CDBG funds are available as four prior year projects didn't spend all their allocation or had to decline the funds as the project was no longer feasible. This last week, 4C's returned their $32,000 CDBG allocation as the contractor cost was significantly higher than estimated and required additional space than what was planned. DISCUSSION OF RANKINGS River City Housing Collective- Property Acquisition Bears discussed the score she gave this project, a 17. She said she did not like that there was no answer regarding how many persons would be served on page 126 of the application (Funding Request binder). She also added that the house was not physically accessible, especially for persons who use wheel chairs, and only one unit was on the first floor. Long stated there was a two-bedroom unit on the first floor and a common space area by the apartment that would be accessible. Johnson County Permanent Supportive Housing- Supplemental Loan Barnes asked how important the supplemental application would be in order to complete the project. Richman said it appears the primary application would be the most important, and the supplemental would be in case there would be enough funds for an additional allocation. Barnes confirmed that it would be to fund the primary allocation and if funds available fund the second and it is not a fund both or not fund either. Richman stated the primary benefit of the project is that it is a loan. Hayek asked if there was a breakpoint on projects? He stated this could be discussed with each applicant at next week's meeting on the 17th. Sandier asked if the average allocation would work? Richman stated this application has multiple funding sources, leverages additional money, and in his opinion may work with a decrease in the number of units. Burns stated the primary application of $275,000 is critical. He stated he was confident that the project would receive LIHTCs and state HOME funds after the recent funding round that awarded credits to the 136 Housing and Community Development Commission Minutes March 10, 2005 Page 2 Whispering Garden project. Burns mentioned the possibility of withdrawing the supplemental application as many housing projects were submitted for consideration. He will speak with the applicant. Commission members asked each housing provider present what would be the outcome if full funding wasn't received for their projects. Habitat for Humanity Patton answered Habitat would build fewer units, depending on the level of funding. Hawkeye Area Community Action Program-Transitional Housing Axeen said that HACAP requests to build 4 units. He added that 2 are needed for United Action for Youth (UAY) and 2 for HACAP. Due to UAY's immediate situation, priority would be to acquire the two units for UAY. Iowa City Housing Authority Tenant Based Rental Assistance (ICHA) Rackis said that reduced financial assistance would mean more targeting of households or less households served. The calculation provided was for 60 households (30 households served for a period of two years) times $414 (average rent) times 12 months in a year. City of Iowa City-Down payment Assistance Program Nasby said that if they did not receive full funding, they could chose to either serve fewer clients, or reduce the amount of assistance per household. Greater Iowa City Housing Fellowship (Rental and homeownership) Barnes said she found it very difficult to do the volunteer section on the ranking sheet. Richman agreed and stated that changing the format of the application might solve the problem. Dennis answered the question, what would happen to the project is less funding is received, by stating they would do fewer units. Lead based paint is an issue in the areas they want to locate scattered housing sites. Increased costs for rehabilitation and lead-based paint may affect the feasibility of the project, as with HOME, rents are capped. If costs exceed what they can generate in rent, the project does not become feasible. Dennis stated at last month's meeting there were questions about the costs of the Community Land Trust (CLT) program to the buyer. When weighing the costs associated with the CLT, Dennis stated it is still more advantageous to the homeowner as the land is not being purchased. Homes through the program are not eligible for the Homestead Credit, however homeowners do not pay for the cost of a 30-year amortized loan at current interest rates (6%) for the price of the lot (lot price approx. $40,000). This is a monthly saving of $239. Dennis stated that it is still very advantageous to the buyer after reducing the $20/month fee charged by GICHF and not being able to take advantage of the Homestead Credit. Extend the Dream Foundation - Rental Housing Walz stated that if they received less funding, the project remains viable, as they would obtain private financing to fill the gap. They will review and discuss what this break-even point would be. Hayek questioned if the rental housing and micro-enterprise center are tied together and dependent on both receiving funds? Walz answered that yes, funding is needed for both projects. Richman asked if partially funded and private dollars were needed, how much could they raise? Walz answered possibly half the acquisition costs. Sandier asked how much was left in the CDBG Economic Development Fund. Nasby stated $59,000. Patton noted that Habitat works with the Section 8 Homeownership program. Richman added they have three single site applications and 6 scalable, multi-site applications. Hayek acknowledged Burns request to speak. Burns stated that due to the high number of applications the Johnson County Supportive Housing LP is withdrawing the Supplemental application. Nasby requested they submit a letter to formally withdraw the Supplemental application. 137 Housing and Community Development Commission Minutes March 10, 2005 Page 3 Rackis noted that their application, TBRA, is a scalable project, targeting households based on need, not time of application. Barnes stated that the volunteer portion of the application is difficult, as it should only include volunteer hours for the actual project. This varies extensively between housing, public facilities, and public service activities. Richman agreed and stated the commission should review this part of the application. Habitat for Humanity ReStore Patton said they plan on buying a warehouse to operate a construction materials restore, and use the money to construct more affordable housing. He stated the Quad City store nets about $40,000/year. He mentioned that if comparable to the success of the Quad City store, even though the local restore might not have the same success, Habitat could build (purchase lot) for one home site a year. Richman noted if they were to fund lot acquisition at $350,000 (the amount requested for the ReStore) that would be equal to around eight homes. Anthony asked if the Quad City Restore is the only one in Iowa. Patton said there are Restores in Des Moines and one in Cedar Rapids in the next 6 months. Sandier asked if the Cedar Rapids store received CDBG funding. Patton said they did not receive CDBG funds. Long asked how the Iowa City store is doing. Patton said they made $9,000 so far, but the Coralville site is only temporary. Hayek said that this project is not just an investment in housing related activities, but there would be some job training involved, building trades, and recycling activities. Patton said the Iowa Department of Natural Resources gave them some seed money. He said that last year, the Quad City ReStore saved 300 tons from going in the landfill. The project also provides temporary storage for donated items. Anthony asked if they discussed this project with the City's solid waste department. Patton said they did discuss and they would like to see them get into a permanent building, most likely to co-locate with different services/activities. Sandier asked if the City would pay for a co-located facility. Nasby stated this has been discussed. The City would pay the City portion, Habitat would pay for their own. Barnes said that she likes the training component of the project, as well as the fact that they recycle materials. She asked if there would be any paid jobs. Patton said there would be Americorp and Vista, about 2.5 FTE paid positions. Free Lunch No discussion. Domestic Violence Intervention Program (DVlP) Richman said Free Lunch and DVIP are requesting such small amounts of money, he could see no reason not to fund the projects. Neighborhood Centers of Johnson County- Broadway Building Improvements Hayek said that Neighborhood Centers of Johnson County sent a handout braking down their priorities. He said the first thing was to replace cabinets and countertops, next doors and screen, the tile, and last the parking lot. Richman said that he considered it a good project, fairly manageable in size. Free Lunch Program/Free Medical Clinic Hayek said that it appeared the committee recommended close funding amounts for this project. Goodwill Industries of Southeast Iowa Hayek said that there was an email received containing a project estimate. The estimate also included other planned work at the site. Barnes said that the average allocation for Goodwill was around $37,000. She questioned if they could complete the project with this amount. Townsend said they have to purchase an entire air conditioning system, so they would try to find other funds, but would appreciate whatever funding they could get, the bigger the better. Barnes asked if they 138 Housing and Community Development Commission Minutes March 10, 2005 Page 4 would be able to finish the project within a year. Townsend replied they would. Richman asked if they could use funds for other rehabilitation activities. Nasby replied yes, but the request would need to go through the commission. Planned Parenthood of Greater Iowa Hayek said there were 22 support letters received for the project and noted that the applicant provided answers raised during the last meeting. Richman asked if there is a breakdown between paving the parking lot and remodeling the entrance. Hightshoe said that staff will follow up, and include it in the packet if a response is received in time. Sandier asked if there would be an increase in the cost of the lease due to the additional parking? Hightshoe referred to applicant's memo. The memo stated any facility improvements would not result in an increase to the basic lease. Sandier stated the lease expires in 2009, if applicant takes all options the lease would go through 2019. Sandier stated applicant is requesting a 7-year declining balance loan. She noted if funded, there could be a longer declining balance loan. Sandier raised questions about the true cost of the lease. Hightshoe stated staff would request clarification. Hayek asked if funding a leased facility (for profit owner) is something they want to do. Alibed Hillel Jewish Student Center Accessibility Renovation Long stated Hillel received an award from the Braverman Foundation for the project. Applicant will forward the information to the commission. Sandier stated the information was per HCDC's questions at the last meeting. Old Brick Repointing Project Wellendorf said that Old Brick got the matching grant for the project. He said that the Old Brick would need all new mortar. He said they have 7 non-profit renters that provided direct service to the community at a value of $1.5 millions dollars last year. He said they hope to get more groups to use the facility. They have non-profit Thursdays, which means free space that day for non-profits. They are booked out two months in advance for those days. Barnes questioned if they have the number of LMI persons served. Wellendorf stated they have information for the past year, but do not have information prior to that. He stated it is hard to judge the general public using the building. They are doing surveys now and collecting information from Table to Table and other non-profits that use the facility. Barnes asked if most were LMI persons. Wellendorf replied yes, figures for this past year show that. Their renters serve LMI persons. Sandier asked if any of the non-profits are involved in financially supporting the project. Wellendorf said that they have been asked and are considering donations. There would be additional fundraising as part of the larger renovation as well. Coulter stated they would meet with the Lutheran bishop next week. Anthony asked about a capital campaign. Wellendorf stated that almost all their projects have been successful due to fundraising and volunteerism. Coulter stated the Kirkwood masonry class would use the site as a teaching tool. Emma Goldman Clinic Kubby said the project is an all or nothing thing. She said that in terms of funding, if they do not receive the full amount, they would do more fund raising or take out a loan. Bears questioned the bid date for the project. Kubby responded April. Kubby stated that the volunteer hours reported on the application was for this project only. Hayek questioned if there were any more comments on the public facilities projects. No response. Sandier asked if public service activities could be funded less than $1,000 and if not, what was the rationale. Hightshoe stated staff did discuss setting a $1,000 threshold. The rationale was to be consistent with HOME regulations that do not allow funding of less than $1,000 per housing unit. Also, staff time for a project of $100,000 or under $1,000 is basically the same. Another consideration staff reviewed is if projects that receive less than $1,000 are viable or if it significantly increases the ability of 139 Housing and Community Development Commiss'ion Minutes March 10, 2005 Page 5 the service provider to provide that service. Last, receiving CDBG funds subjects the recipient to all the federal regulations of the CDBG program. Free Medical Clinic Hayek said that everyone funded the projecL Shelter House Hayek asked which project would be more critical, the outreach coordinator or the emergency assistance program. Long stated his guess would be the application for the outreach coordinator as it is tied to the STAR program. Hightshoe stated staff would confirm. Compeer Program Richman stated he did not fund this application. He added that they stated they have other sources of funds they could use. Hayek said that he knows their program was shrunk out of necessity. Anthony said they lost the Robert Wood Foundation funds. Sandier added they have a quarter time executive director due to the loss of funds. Hayek said that he likes the Compeer partnership with other organizations, and the strong reliance on volunteers. Emma Goldman Clinic Hayek questioned if the project was scalable. Kubby said that any amount helps provide services and absorb costs. She said they allocate $38 per client, so $1,000 would provide help for approximately 25 clients. Extend the Dream Walz said that they do not have paid staff. He added there are three persons that run eight businesses. He added that they would need the 2 VISTAS for the current activities. WaIz stated this was a one-year request. River Run will provide half the cost for the proposed activity. Barnes asked if all the applications from Extend the Dream Foundation were tied together and wanted to know how others view this. Anthony asked if the tenants that would live in the new housing would work downstairs in the new commercial area. Walz said that is their plan, but they are not sure when that would occur because there are renters there now. As units become available, yes eventually this would happen. Hayek asked if there are cuts in VISTA. Walz said there is terrible cutback of about 25%. 'ITC Housing Program Hayek said that the average funding was pretty Iow for this project. Richman asked if others felt that other agencies meet or address some the needs. Sandier answered yes, she thought so. Family Services - Savvy Seniors Hayek stated the project was essentially money management seminars for seniors. Bears asked if the Senior Center does this type of activity, budgeting and fraud awareness. Hightshoe stated staff would follow up. OMNI Therapies Hayek said that most people did not fund this project. Richman stated that with such limited funds, do for profits really need the funds. Sandier said the challenges they had last year when they made application did not change. Transportation is still an issue. Barnes stated that $6,000 for advertising is a Iow priority use of funds for her. Hayek stated he still would like to encourage new groups to apply for funds. Richman said that unless the for-profit provides an absolute necessity service that would not be available anywhere else in the community, he would be opposed to funding going to for profit companies. Hayek stated that funds go to for-profit housing providers. Richman replied that with only $11,000 for public services, it would be best to fund non-profit providers. Member questions if applicant met with staff. Hayek answered that applicant did meet with staff to address problems from last year. Sandier stated that the applicant took the time to complete the application, but was disappointed that no one was there to discuss. 140 Housing and Community Development Commission Minutes March 10, 2005 Page 6 LT&J Consulting- Iowa City Community Grantwriters Workshop No discussion. Hayek stated there is an extra $200,00 for HOME eligible housing activities and $72,000 in CDBG funds. Hightshoe requested changes in allocations and scores be submitted as soon as ~ossible. Hightshoe stated staff would need the changes no later than Monday. Hayek announced the Scattered Site Housing Task Force will have a public hearing on March 28. The League of Women Voters will have a forum on affordable housing March 23rd. FAIR will have a panel discussion regarding housing issues on March 30th. Adjournment Sandier moved to adjourn. Richman seconded. Motion passed 8-0. The meeting adjourned at 9:20 PM s:/pcd/minutes/HCDC/2005/03-10-05.doc 141 Page 1 of 2 Tracy Hightshoe From: Tracy Hightshoe Sent: Friday, March 11,2005 3:29 PM To: Bill Greazel (E-mail); Brian Richman (E-mail); Erin Barnes (E-mail); Jayne Sandier (E-mail); Jerry Anthony (E-mail); Mark Edwards (E-mail); Matt Hayek (E-mail); Rita Marcus (E-mail) Cc: Stephen Long; Steven Nasby Subject: FW: Response to questions asked by the Housing and Community Development Commission Here are the responses to some of the questions asked at last night's meeting. 1) Savvy Seniors - Senior Center staff reported that they have offered classes/seminars on budgeting and identify theft, fraud, and other related issues. They have not done one on fraud/scams for awhile, but have done so in the past. The Attorney General's office is very good at supplying personnel to conduct classes on these types of issues. 2) Shelter House - Canganelli reports their first priority is the operational program that supports the STAR program. She stated that while both projects are needed, their first priority is the funds for operations. 3) LTSd. They are in the process of obtaining 501 C 3 status (non-profit status) through the ~P,<~. 4) Long previously emailed Hillel's response. 5) Planned Parenthood's response is below: ..... Original Message ..... From: John Patton [mailto:JPatton@PPGI.ORG] Sent: Friday, March 11, 2005 2:54 PM To: Stephen Long Subject: Response to questions asked by the Housing and Community Development Commission To Stephen Long, and members of the Iowa City Housing and Community Development Commission, The new patient parking area will be incorporated into our existing lease. There will be no additional lease charges for Planned Parenthood to use the new patient parking area. However, Planned Parenthood will be responsible for any increase in Common Area Maintenance (CAM) charges that may occur. Any increase in CAM charges should be minimal and well worth the additional parking that will be available for our patients. These lease details were confirmed via a phone conference with the landlord, Gerry Ambrose, this morning, and he is putting this information into writing for us to share with the Commission. Our project priorities are (in descending order): 1. Provide additional patient parking (cost: $21,000, including grading and paving the new lot, site engineering, and on-site supervision during construction) 2. Relocate the current patient entrance off the alleyway so it is accessible from the new patient parking area (cost: $4,000, including cutting the new entrance, replacing the exterior wall at the current entrance, site engineering, and on-site supervision during construction). Unfortunately, vacating the existing alley next to our building is not an option, because our lease provides for an easement so that the businesses that front Riverside Drive to the east of our health center can be accessed from Orchard Street. Therefore, we believe that relocating the entrance is the only available alternative. 142 3/11/2005 Page 2 of 2 3. Replace damaged countertops and plumbing fixtures inside the center (cost: $5,000). The remaining facility improvements (costing $20,000) planned for this project will be paid for through a special fund-raising campaign this Spring and Summer in Iowa City, and by ongoing fundraising efforts being carried out as part of Planned Parenthood's current capital campaign. Thank you, John F. Patton Grants Manager Planned Parenthood of Greater Iowa 515-280-7004, ext. 124 143 3/11/2005 Trac~ Hi~lhtshoe From: John Watson [jwatson@goodwillseiowa.org] Sent: Wednesday, March 02, 2005 10:07 AM To: Tracy-Hightshoe@iowa-city.org Cc: Mike Townsend Subject: Air conditioning estimates CostEstima~DD Cost Estima~s ic.xls [C.xls Attached are OPN Architect's estimates for the entire renovation project and also the estimates from Design Engineers for the electrical and mechanical work, including air conditioning. You can see that OPN added a 10% contingency to the entire project. This contingency should be added to the $130,000 air conditioning figure. Also, we do not have a contract with OPN for the architectural and engineering ser¥ices involved in the construction phase of planning, but we anticipate that it will be at least 10% on this project. You will also note that there is $50,000 for an upgraded electrical system for the entire facility. This new service is necessary to handle the additional electrical load of the new air conditioning. However, we are not including this in our CDBG request because the new service will serve the entire facility. In summary: Design Engineer estimate of $130,000 plus 10% contingency at $13,000 plus 10% professional fees at $13,000 equals $156,000 total cost. As I understand our request, it is for $120,000 or 80% of the actual cost, whichever is lower. John Watson President Goodwill Industries of Southeast Iowa jwatson@goodwillseiowa.org *** eSafe scanned this email for malicious content *** *** IMPORTANT: Do not open attachments from unrecognized senders *** 144 DESIGN 2801 Sixth Street 8.W. Cedar Rapids, Iowa 52404 ENGINEERS,P.C. Phone : (319) 364-1944 F:AX : (319) 364-0454 Statement of Probable Construction Costs Goodwill iowa City 22-Feb-04 Iowa City, Iowa DE#05035 BELOW SLAB DUCT REPLACEMENT Mechanical Plumbing $0 Fire Protection $0 HVAC~ $30,000 Total ~ $30,000 Electrical $0 $0 MODIFY OFFICE LAYOUTS Mechanical Plumbing2 $30,000 Fire Protection3 $5,000 HVAC4 $45,000 Total '~,000 $80,000 · Electricals $30,000 $30,000 A/C PRODUCTION AREA Mechanical Plumbing $0 Fire Protection $0 HVAC6 $130,000 Total $130,000 $130,000 Electrical7 $50,000 $50,000 TOTAL MECHANICAL / ELECTRICAL/TELECOM COSTS8 $320,000 Notes: 1. Based on installing all new ductwork for the proposed area and connecting to existing furnaces. 2. Includes new piping and fixtures as shown on Architectural documents. 3. Includes relocation of exisitng fire protection sprinkler system. 4. Includes 3 gas fired furr~aces with air cooled condensing units. 5. Includes building lighting, power, fire alarm, and mechanical equipment codnections. Also includes telecom - structured cabling and data switch. Does not include emergency power. 6. Includes 1 exterior, ground mounted, rooftop unit. 7. Includes a new 800Amp, 208Volt, 3phase electrical system for the entire facility. 8. Does not include general contractor markup, design fees, or project contingency. Statements of Probable Construction Costs prepared by Design Engineers, P.C., represent our best judgments as design professionals familiar with the construction industry. However, neither Design Engineers, P.C. nor the Owner has control over the cost of labor, materials or equipment, over the Contractor's methods of determining bid prices, or over competitive bidding, market or negotiat!ng conditions. Accordingly, Design Engineers, P.C. cannot and does not warrant or represent that bids or negotiated prices will not vary from the Project budget proposed, established or approved by the Owner, if any, or from any Statement of Probable Construction Cost prepared by Design Engineers, P.C. 145 GOODWILL J:EASIBILITY STUDY OPN ARCHITECTS, INC. / COST ESTIMATES 615 FIRST STREET SE PROJECT NO. 02210 SUITE 460 FEBRUARY 22, 2005 CEDAR RAPIDS, IA 52401 REMODEL IOWA CITY CENTER X REPLACE UNDERFLOOR DUCTS WITH ABOVE-CEILING DUCTS $30,000 X MODIFY OFFICE LAYOUT $244,057 Demolition: $20,688 Remove Exterior Entrance 4,000 sf x 0,27 /sf = $1,080 Remove Concrete Floor 410 sf x 4/sf = $1,640 Remove Dr,/wall Partitioins 2496 sf x 2/sf = $4,992 Remove CMU Partitions 2750 sf x 2 /sf = $5,50(~ Remove Floor Finish Material 5695 sf x 0.35/sf = $1,995 Remove ceilings 5695 sf x 0.55/sf = $3,132 Remove OH Doors 2 ea x 400/ea = $800 Remove Door / Frame 31 sf x 50/sf = $1,550 New Construction: $223,369 Interior Paint .20,007 sf x 0.5/sf= $10,004 Urinal Screen Iea x 280/ea = $280 Toilet Prtitions ADA 2 ea x 900 /ea = $1,500 Floor Material - Ceramic Tile 220 sf x 8 /sf = $1,760 Toilet Partitions 1 ea x 600/ea = $600 D.W. Partitions 6,372 sf x 3.5/sf = $22,302 CMU Partitions 1,630 sf x 10/sf = $16,300 Floor Material - Carpet 7,580 sf x 3/sf = $22,740 Ceilings 7,015 sf x 2.5/sf = $17,538 OH Door 1 ea x 4000/ea = $4,000 Relocate Compactor 1 ea x 500 lea = $50(; Windows 9 ea x 400/ea = $3,600; Door / Frame 40 ea x 800/ea = $32,000 Sliding Automatic Doors 2 ea x 1800 /ea = $3,600 Borrowed Lights 4 ea x 475/ea = $1,900 Resilient Base 2,223 If x 2 /if = $4,446 Mechanical $80,000 Electrical $30,000 146 GOODWILL FEASIBILITY STUDY OPN ARCHITECTS, INC. COST ESTIMATES 615 FIRST STREET SE PROJECT NO. 02210 SUITE 460 FEBRUARY 22, 2005 CEDAR RAPIDS, IA 52401 REMODEL IOWA CITY CENTER X NEW EXTERIOR WALL MATERIAL Remove & Replace N&W Metal Siding 5,456 sf x 7 /sf = $38,192 Paint S & E Metal Siding 4,656 sf x 0,5/sf= $2,328 Masonry 1,566 sf x 12/sf = $18,792 X ADD AIR CONDITIONING AT PRODUCTION AREA Mechanical $130,000 Electrical $50,000 X WEST PARKING RENOVATION Remove Fence 115 if x 3/If = $345 Remove Paving 1,825 sf x 1,5/sf = $2,738 New Concrete Parking Area 1,936 sf x 3/sf = $5,808 New Concrete Curb 334 If x 14/If = $4,676 X LANDSCAPING ESTIMATED CONSTRUCTION COST $526,935 DESIGN CONTINGENCY 10% $52,694 PROPOSED CONSTRUCTION COST $579,629 147 Stephen Lon~ From: Gerald L. Sorokin [gerald-sorokin@uiowa.edu] Sent: Tuesday, March 15, 2005 10:28 AM To: Stephen Long CC: Susan Assouline; Susan Simor~ Subject: Hillel Matching Gift Dear Steve, Please inform the housing commission that Hillel received a check yesterday from the Iowa City Jewish Federation, which included $m,5oo from the Braverman Foundation that we will set aside for matching the CDBG funds. Thanks very much. --Jerry Sorokin Gerald L. Sorokin, Director University of Iowa Hillel Aliber/Hillel Jewish Student Center 122 E. Market St. Iowa City, IA 52245-173o 319-338-o778 fax: 3~9-338-1482 gerald-sorokin@uiowa.edu www.iowahillel.org 148 Trac¥ Hi~htshoe =rom: Stephen Long ;nt: Friday, March 11,2005 8:32 AM To: Steven Nasby; Tracy Hightshoe; Bill Greazel (E-mail); Brian Richman (E-mail); Erin Barnes (E-mail); Jayne Sandier (E-mail); Jerry Anthony (E-mail); Mark Edwards (E-mail); Matt Hayek (E-mail); Rita Marcus (E-mail) Subject: FW: Hillel Application ..... Original Message ..... From: Gerald L. Sorokin [mailto:gerald-sorokin@uiowa.edu] Sent: Thursday, March 10, 2005 5:48 PM To: Stephen Long Subject: Hillel Application To: Matt Hayek, Chair of the Housing and Community Development Commission From: Gerald L. Sorokin, Executive Director, University of Iowa Hillel Subject: Matching Funds Commitment for CDBG Application Date: March 10, 2005 I am writing to inform the Housing and Community Development CommiSsion that Hillel has received a verbal commitment from the David and Rosalie Braverman Foundation to provide up to $12,500 in matching funds for our accessibility project. I am waiting to receive written confirmation from Mace Braverman, who heads the Foundation, of the offer. Mr. Braverman en out of town for several weeks and will be returning shortly. Please make a note of this update to Hillel's application. Thank you very much. Gerald L. Sorokin, Director University of Iowa Hillel Aliber/Hillel Jewish Student Center 122 E. Market St. Iowa City, IA 52245-1730 319-338-0778 fax: 319-338-1482 gerald-sorokin@uiowa.edu www.iowahillel.org 149 March 10, 2005 To the members of the Iowa City Housing and Community Development Commission, We are aware of concerns about funding improvements at the center because Planned Parenthood leases the site, rather than owns it. In 1999, after we were forced to relocate from downtown, Planned Parenthood of Greater Iowa made a capital investment of $550,000 to construct the new health center at the Orchard Street site. The current lease on the Orchard Street property expires in 2009, after which Planned Parenthood has two five-year options to renew the lease. With a half-million investment in the existing health center, and the option to continue leasing the site through 2019, Planned Parenthood has no interest in moving from its present location. Any facility improvements at the Orchard Street center will no___!t result in an increase in the basic lease paid by Planned Parenthood to the property owner, which is fixed under the current contract. However, the property owner may pass on any increases in property taxes because of facility improvements to Planned Parenthood and neighboring tenants through standard Common Area Maintenance charges. We believe that our proposal as submitted includes safeguards to protect the interests of the city, and ensures that Planned Parenthood will repay the city should it vacate the property prematurely. Planned Parenthood is requesting that the CDBG grant be made in the form of a declining balance loan for a period of 7 years, after which the original loan would be forgiven as long as Planned Parenthood had satisfied the terms of the loan by continuing to provide family planning and reproductive health services to low- and moderate-income persons. To summarize our position, once the facility improvements take place, Planned Parenthood has no interest in vacating the Orchard Street site. But if we were forced to relocate because of fire or calamity at the existing site before the 7-year declining balance loan period had concluded, then Planned Parenthood must repay any balance remaining on the CDBG loan. The value of the health services that we will provide at the health center over time will far outweigh this necessary investment in improving patient safety, accessibility, and convenience. This is especially true when you consider that Planned Parenthood has received the Title X contract to provide no or low-cost health services to low-income persons in Iowa City. During the current contract, these federally-funded family planning services will total $108,000 a year. The availability of Title X services should further increase the number of people we are serving, which increased by 79% in the three months following the closure of the family planning clinic at the University of Iowa. Thank you for your consideration of this request, John F. Patton Grants Manager Planned Parenthood of Greater Iowa 150 }q¢~'~.17.Z'BI~5 11:~o_~o,~ PP¢I H0.121 P.1 Planned Parenthooff of Greater Iowa FAX To: Stephen Long, Iowa City Planning Dept. Phone: 319-356-5250 .Fax: 319-350-5217 l~rom: lohn F, Patlon, Orau~z M~n~ger, PPGI Phone: 515-280-7004, ext. 124 Fax: 515-280-9525 e-maih jpatton(~pgi.org To ~he members of the Iowa City Housing and Community Development Commission, A~tached is a letter received ~om Gerry Ambrose, landlord for our Iowa City property, co~m~ing that the new p~ent parking a~a will be incorporated into our existing lease. There will be no additional lease charges for Plsnned Parenthood to use the new paQent Parki..$ area, However, Planned Parenthood will be responsible for nny increase in Common Area Maintenance (CAM) charges ~hat may occur. I will be attend{,$ flxis ev~.mi~g's mee0.ug in case any addiQonal questions arise. Thank you. CONI~ID~fflAIXI~ NOTICE; T~e docunmnm accompanying ~ ~leoopy ~n c~ ~ ~ [ pr~ ~n belo-~.~ ~ ~e s~. ~e ~on ~ ~nded ~y~ ~e .~d above, ~u ~ n~ ~ ~ded ~i~ ~u ~ hereby no.vd ~t ~ ~ o~ &c~ ~ PPOI, ~k~ul ..... 151 Gerry .Ambrose The ~RO~]~ Companies Pr~ten~ & CEO 2S0 12a Avenue' Suite LSO CordvlJle, ]~owe S224! Mobile: (319) ~1~888 Phone~ ~1~ 337~ F~ (319) 3~ ~mbre~mol.~m P~ ~~ of ~ I~ A~: M~s~ ~ P.O. Box 4~7 D~ M~ Io~ ~0~ ~ 1~ ~- ~ ~ ~ ~ ~ ~ ~ ~ow P~ P~b~ of ~ ~ of ny ~ ~ o~ ~! ~ ~ ~n~ P~ ~ ~ ~le ~r Ambrose Development, In~. Ambroae Propenie~, LC ODA lavea~ts, LC Ambro~ & Associalzs RBALTORS, Inc. Pmdemtal Pann~ R,~! ltsta~ 152 MINUTES PRELIMINARY HOUSING AND COMMUNITY DEVELOPMENT COMMISSION MARCH 17, 2005 SENIOR CENTER, LOWER LEVEL CLASSROOM Members Present: Jerry Anthony, Erin Barnes, Lori Bears, William Greazel, Matthew Hayek, Rita Marcus, Jayne Sandier Members Absent: Mark Edwards, Brian Richman Staff Present: Tracy Hightshoe, Steve Long, Steve Nasby, Linda Severson, Steven Rackis Public Present: Mark Patton, Tom Walz, Eugene Spaziani, Karl Dixon, David Wellendorf, Ronald Luhman, Joan Luhman, Karen Kubby, Mary Donovan, Alaina Welsh, Bob Burns, Dave Maeglin, Sandy Pickup, Ron Hanson, Maryann Dennis, Carol Spaziani, Heather Haynus, Gerald Sonkin, Rose Fredrick, Charlie Eastham, Al Axeen, Al Young CALL MEETING TO ORDER Chairperson Hayek called the meeting to order at 6:40 PM. PUBLIC COMMENT OF ITEMS NOT ON THE AGENDA Hayek asked if there were any public comments regarding non-agenda items. Anthony said that he and Hayek are the HCDC representatives on the Scattered Site Housing Taskforce and that the Taskforce would be holding a public meeting on March 28 at 6:30 p.m. at the Senior Center for public input on the recommendations being made by the Taskforce to the City Council. Anthony suggested that HCDC also play a role in reviewing the Taskforce recommendations. Hayek said that the recommendations would be available from the City and on their web site tomorrow (March 18). Hightshoe said that in the packet the staff memorandum notes several projects that are not in compliance with the Unsuccessful or Delayed Projects Policy, as they had not spent at least 50% of their funds by March 15. Long said that DVIP had submitted a pay request for all of their funds this week so that was completed. Nasby said that a representative from Old Brick was present if the Commission had questions. Hayek and Hightshoe said the matter would be on the Commission's April agenda. DISCUSSION REGARDING FY06 CDBG AND HOME REQUESTS Hayek gave a brief overview of the funding process and referred the Commission members to the ranking sheets and average allocation information that staff had put together from the Commission's individual ranking sheets. Hightshoe said that the "consensus" ranking sheet with the yellow boxes showed points were the Commission appears to agree on funding. Hayek asked if there were any questions. If not, the Commission could start the allocation process. MOTION: Greazel moved to consider the public service projects. Sandier seconded. Motion Passed 7:0. Compeer Program - Operational Funding MOTION: Greazel made a motion to allocate $1,000 for the Compeer Program project. Sandier seconded the motion. Motion passed 7:0. Free Medical Clinic - Operational Funding MOTION: Marcus made a motion to allocate $2,500 for the Free Medical Clinic project. Sandier seconded the motion. Greazel said that he would like to see at least $5,000 allocated for the project. Motion failed 3:4, with Greazel, Hayek, Sandier, and Marcus opposed. MOTION: Greazel made a motion to allocate $5,000. Barnes seconded the motion. Motion passed 6:1, with Anthony voting opposed. Shelter House - Emergency Assistance Program MOTION: Barnes made a motion to allocate $1,000 for the Shelter House Emergency assistance project. Marcus seconded the motion. Motion passed 7:0. 153 Housing and Community Development Commission Minutes March 17, 2005 Page 2 Shelter House - Operational Funding MOTION: Anthony made a motion to allocate $3,500. Bears seconded the motion. Barnes noted that if this motion passed only $500 would remain in the public service category. Barnes proposed to allocate up to $4,000 total for Shelter House. Anthony withdrew his motion to allocate $3,500 for the Shelter House operational project. MOTION: Barnes made a motion to allocate $4,000 for the Shelter House. Greazel seconded the motion. It was noted that these funds to Shelter House leverage other federal funds (STAR). Sandier said that there is a similar situation in the case of Extend the Dream Foundation, as they need the funds to leverage another resource. Motion passed 4:3, with Hayek, Sandier, and Bears opposed. Anthony mentioned that Extend the Dream Foundation would get money in other categories. Marcus said that she would like money for Family Services. Sandier said that the Senior Center provides about the same services. Marcus said that she was unaware of the potential duplication. Hightshoe said the Senior Center provides a "scam" prevention session. Marcus questioned how much impact one session would have and noted that she is sensitive to this issue as she is helping out a fraud victim. Extend the Dream Foundation - Operational Funding Sandier said that the Senior Center would have other resources to do additional sessions. Sandier said that finding funding for Extend the Dream is a concern for her. Sandier added that Shelter House has gotten operational funding for many years from CDBG. Hayek noted that the VISTA is a good program and it is important to encourage new applicants. MOTION: Sandier made a motion to reduce the amount allocated for the Shelter House Operational project from $4,000 to $3,000 and allocate $1,000 to the Extend the Dream project. Motion passed 5:2, with Anthony and Marcus opposed. MOTION: Greazel made a motion to consider public facilities and economic de~,elopment projects next, Barnes seconded. Motion passed 7:0. Free Lunch Program - Facility Rehabilitation MOTION: Sandier made a motion to allocate $1,777 for the Free Lunch Program. Barnes seconded the motion. Motion passed 7:0. Domestic Violence Intervention Program (DVlP) - Facility Rehabilitation Anthony asked about the status of the FY05 CDBG funding. Sandier noted the project was done and additional funds were leveraged. MOTION: Marcus made a motion to allocate $3,525 for the DVIP program. Barnes seconded the motion. Motion passed 7:0. Aliber/Hilel Jewish Student Center - Accessibility Renovation The Commission asked if the matching funds Hillel had requested were awarded? The representative from Hillel said that they did get a matching grant of $12,500. Marcus asked if they would do the project if no CDBG funds were awarded. The answer from Hillel was that the accessibility project would not be done. MOTION: Marcus made a motion to allocate $12,500 for Hilel project. Sandier seconded the motion. Motion passed 6:1, with Greazel voting against. Free Lunch Program/Free Medical Clinic - Facility Rehabilitation MOTION:'Greazel made a motion to allocate $17,646 to Free Lunch Program/ Free Medical Clinic. Sandier seconded the motion. Motion passed 7:0. 154 Housing and Community Development Commission Minutes March 17, 2005 Page 3 Old Brick Foundation - Repointing Project MOTION: Barnes made a motion to allocate $50,000 for Old Brick Repointing Project. Sandier seconded the motion. Greazel said if funding is so close to the requested amount why not just do it all so that they would not have to do the rest at a later date and incur additional expenses. He noted there was an economy of scale here with the equipment rental. Sandier asked if Old Brick would do the whole project if $50,000 in CDBG were awarded. Wellendo~ said that Old Brick has always found a way to make things happen. Anthony had concerns whether they would be able to do both the FY05 and FY06 projects in the same time. Wellendorf said the FY05 project was well underway and it should be complete soon. Anthony said he was inquiring about the capacity. Wellendorf said that the repointing project would be in August or September. Barnes said that the FY05 project relied on many volunteers so it took longer and a paid contractor would do the FY06 project so it could move along faster. Wellendorf said that the stairs caused the delay with the FY05 project. Anthony said he still had concerns. Hayek said he shared Anthony's concerns but was willing to support the proposed project. Motion passed 5:2, with Anthony, and Marcus voting against. Emma Goldman Clinic - Facility Rehabilitation MOTION: Greazel made a motion to allocate $20,000 for Emma Goldman Clinic. Sandier seconded the motion. Barnes asked if these funds would leverage other funding? Hayek said it looked like other funding was from the agency. Kubby said that the matching funds are from Emma Goldman Clinic and volunteers. Sandier asked if there were in-kind contributions? Kubby said that the clinic had received donations from suppliers but not contractors; however, there is a donation line on the bid form. Motion failed 3:4, with Anthony, Hayek, Marcus, and Barnes voting against. MOTION: Sandier moved that Emma Goldman Clinic be allocated $15,000. Greazel seconded. Motion passed 4:3, with Marcus, Barnes and Anthony voting against. Extend the Dream Foundation - Economic Development MOTION: Sandier made a motion to allocate $88,000 for Extend the Dream project. Greazel seconded the motion. In response to a question, Nasby said that the Economic Development Committee met earlier today to discuss the project and that Walz was present and could answer questions. Nasby said that the Council Economic Development Committee is supporting the project but would wait for the HCDC decision before taking any action on potential funding. Walz said that the Council Economic Development Committee saw the project as more social service oriented than economic development. Sandier asked if the amount of funds left in the FY05 CDBG Economic Development Fund was about $59,000 that Council could allocate to this project? Nasby said that there was $59,000 left in that account, but the Council Economic Development Committee did not discuss any specific amount of funding they would consider for this project. Motion passed 4:3, with Marcus, Barnes, and Anthony opposed. Habitat for Humanity - ReStore Project MOTION: Barnes made a motion to allocate $200,000 for Habitat for Humanity project. Marcus seconded the motion. Anthony asked Greazel what his thoughts were on this project as he had been involved with the organization and had given the project no funding. Greazel said that he had a higher priority for the housing application that was going to meet a more immediate need and the ReStore is a longer-term project. Marcus said that since it is a long-term project would it not provide on-going long-term benefits to the community. Barnes asked if Habitat was indeed having difficulties finding sites for homeownership. Anthony said that Habitat for Humanity is a good group and he supported their efforts. He added the problem they would face is that they would not be able to find sites in Iowa City and meeting the Iow- moderate income thresholds. Anthony said that without a feasibility study on this project the HCDC would 155 Housing and Community Development Commission Minutes March 17, 2005 Page 4 be in the same role as a venture capitalist. Sandier said that finding a site may not present as large as a problem as some think, but finding one that is affordable to Habitat in the necessary time period is the key. Anthony said that if the site was identified and ready he would be more supportive, but the question of Iowa City being a large enough market was still a concern for him. Bears asked how long the current store could be in Coralville. Patton said that they have essentially been given until fall and after that it is uncertain. Barnes asked Patton if he had any comments to make regarding the discussion that has occurred, Patton said that smaller communities do have ReStores and that Iowa City, with it's high number of renters, makes for a high demand market. He added that the bigger picture with the ReStore is to combine it with other complimentary services like the Furniture Project. Hayek asked about a feasibility study. Patton said that the experience with ReStores nationally is that college communities do the best. Anthony asked if any other cities had used CDBG funds for a ReStore. Sandier asked if any sites have been identified. Patton said that several are being looked at in the $450,000 price range, but he could not disclose the locations at this time. Barnes asked what items are sold at a ReStore? Patton said new construction materials, some furniture, appliances, fixtures such as doors, sinks, etc. Motion failed 2:5, with Bears, Greazel, Anthony, Sandier, Barnes opposed. Neighborhood Centers of Johnson County - Broadway Building Improvements MOTION: Greazel made a motion to allocate $40,000 for Neighborhood Centers of Johnson County- Broadway Building Improvements. Anthony seconded the motion. Greazel said there were some immediate needs that need to be taken care of, and he would be more comfortable funding the more immediate needs. He mentioned the parking lot would be the lowest priority for him. He added that the flooring represents the highest priority, while cabinets and countertops replacement even though needed could be partial. Marcus said that the issue with the parking lot was not that it is a priority, but a safety hazard for children while playing basketball. Anthony asked why the last year funds were not spent. Hightshoe said they were dealing with a contractor for windows. Greazel asked if HCDC could recommend which of the proposed activities should be funded. Hightshoe answered that they could make that part of a recommendation, but it would ultimately be up to the Council to decide. Hayek said he would prefer to leave the money to Neighborhood Centers of Johnson County discretion. Severson said that the NCJC had been dealing with a serious mold issue in the fall that may have caused the project delay. The Center had to close and send all children to the Pheasant Ridge facility for a period of time. Motion passed 5:2, with Hayek and Marcus opposed. MOTION: Barnes made a motion to allocate $50,000 for Neighborhood Centers of Johnson County- Broadway Building Improvements. Sandier seconded the motion. Motion passed 6:1, with Greazel voting against. MOTION: Greazel made a motion to go to the housing category next. Sandier seconded the motion. Motion passed 5:2, with Hayek and Sandier opposed. Hawkeye Area Community Action Program- Transitional Housing MOTION: Greazel made a motion to allocate $300,000 for Hawkeye Area Community Action Program. Anthony seconded the motion. Hayek said he got a call from HACAP mentioning that their per unit cost would be about $78,000, and if they could get funded for example for 2 units, they would be the units associated with United Action for Youth. Greazel said it is a good program and they have a need for more units. Sandier mentioned that last year she thought they had problems identifying the units, but it is significant that they identified four units for the current year. 156 Housing and Community Development Commission Minutes March 17, 2005 Page 5 Barnes said her concern would be about how the rest of the money would be split, as there are a number of projects yet to be considered. Motion passed 4:3, with Hayek, Barnes, and Marcus opposed. Extend the Dream Foundation- Rental Housing Project MOTION: Greazel made a motion to allocate $98,000 for the Extend the Dream program. Bears seconded the motion. Greazel said it would be an interesting project, which would do a lot of good to people in need, and was impressed by the amount of volunteer involvement. Bears suggested that everyone visit Uptown Bill's. Anthony asked if the foundation had any experience managing rental housing. Walz said the foundation has been managing a property for about two years with the Universal Design Home. Sandier asked how many units are in the universal design home? Walz said three bedrooms with tenants. Sandier asked if the purpose of the mixed-use building was a live\work situation? Anthony asked if the tenants would be required to be participants in the training program. Walz said it was the goal to provide live\work as an option, but tenants would not be required to participate with Extend the Dream Foundation. Sandier asked if rent would be charged. Walz said yes. Motion failed 3:4, with Barnes, Marcus, Hayek, and Anthony against. Sandier said that she wanted the project to get some funds to leverage against the economic development funds for the project. Walz said that partial funding was okay and they would make it' work. MOTION: Sandier made a motion to allocate $75,000 for the Extend the Dream program. Marcus seconded the motion. Motion passed 5:2 with Barnes and Anthony opposed. Habitat for Humanity - Homeownership MOTION: Sandier made a motion to allocate $100,000 for Habitat for Humanity project. Anthony seconded the motion. Barnes said she would be concerned that they would need to still find sites, and that $100,000 would be a too big an amount. Greazel said that the issue is not so much finding sites but having the funds to buy a site they would have to pay the full amount, or someone else would buy it. Barnes asked how much could one lot cost. Greazel answered that it would be between $40,000 and $45,000 per lot. Sandier added they still have money left from last year so giving this project partial funding this year was why she proposed the $100,000 amount. Hayek said that in the Scattered Site Housing Taskforce's discussions lot costs were an issue and scattering them could raise the costs. He supported more funding for the project. Motion passed 5:2 with Barnes and Hayek opposed. Greater Iowa City Housing Fellowship - Homeownership MOTION: Anthony made a motion to allocate $181,200 for Greater Iowa City Housing Fellowship project. Bears seconded the motion. Greazel said that it would be a good project that he would support full funding. Sandier said that less money for ownership would mean more money to support rental housing, so she would be against full funding for this project. Hayek said he too supported the project, but at a lower amount. Barnes asked how many units could be done with $150,000. Motion passed 4:3, with Sandier, Marcus, and Hayek opposed. Johnson County Permanent Supportive Housing LP - Rental Housing MOTION: Anthony made a motion to allocate $275,000 for Johnson County Permanent Supportive Housing project. Barnes seconded the motion. 157 Housing and Community Development Commission Minutes March 17, 2005 Page 6 Hayek pointed out that the supplemental application that accompanied this project had been withdrawn. Sandier said that this would be a positive project helping more people with less money and it leveraged other resources. Anthony said he had concerns about getting the tax credits, but due to the comments he heard from Burns he thinks they will get the tax credits. Motion passed 7:0. City of Iowa City - Downpayment Assistance Program MOTION: Oreazel made a motion to allocate $100,000 for City of Iowa City-Downpayment Assistance Program. Marcus seconded the motion. Sandier said she is very opposed to the project because not all lenders would be able to participate and that $15,000 per unit would be too much for down payment assistance. Greazel withdrew the motion. Iowa City Housing Authority - Tenant Based Rental Assistance (ICHA) MOTION: Bears made a motion to allocate $200,000 for Iowa City Housing Authority Tenant Based Rental Assistance (ICHA) project. Greazel seconded the motion. Bears was pleased with ICHA project and she had contacted Rackis. Sandier said that it is a great project, but the two years waiting list is still way too long. She added that $200,000 would be too much to fund, but would be in favor of funding $150,000. Barnes agreed that the amount could be lower. Motion failed 2:5, with Sandier, Hayek, Greazel, Marcus, and Barnes opposed. MOTION: Sandier made a motion to allocate $150,000 for Iowa City Housing Authority Tenant Based Rental Assistance (ICHA) project. Bears seconded the motion. Motion passed 7:0. Greater Iowa City Housing Fellowship - Rental Housing MOTION: Anthony made a motion to allocate $175,000 for Greater Iowa City Housing Fellowship rental housing. Sandier seconded the motion. Sandier said she would like to allocate $200,000 and reduce the Greater Iowa City Housing Fellowship home ownership by $25,000. Barnes said she would like money spent in homeownership. Greazel agreed with Barnes. Motion passed 5:2, with Sandier, and Hayek opposed. Planned Parenthood of Greater Iowa - Facility Rehabilitation MOTION: Sandier made a motion to allocate $10,000 for Planned Parenthood of Greater Iowa project. Greazel seconded the motion. Greazel said that his concern would be the fact that they do not own the parking lot. Sandier agrees the parking lot would be a concern, but that she would like to suppod the facility updates. Hayek said there was a letter received clarifying the lease with the landlord and the use of parking area. Sandier said the letter indicates the landlord would have exclusive right to the parking lot as they continue to lease the existing property. Greazel said he would support the entrance issue, but the parking lot would be an issue with the landlord. Greazel added that he does not believe that they would be allowed to just gravel the parking lot. Sandier asked if the landlord could pave the lot, and Planned Parenthood to lease it afterwards. MOTION: Sandier amended the motion to add the money allocated to be used for construction of the new patient entrance, as well as replacing the damaged countertops and fixtures. Greazel seconded the motion. Motion passed 4:3, with Barnes, Anthony, and Hayek opposed. 158 Housing and Community Development Commission Minutes March 17, 2005 Page 7 Goodwill Industries of Southeast Iowa - Facility Rehabilitation MOTION: Anthony made a motion to allocate $60,000 for Goodwill Industries of Southeast Iowa project. Bears seconded the motion. Greazel asked if they can do it with partial funding and he remembered it as an all or nothing project. Townsend said that Goodwill will do the project, but as much funding from CDBG as possible would be appreciated and it was not an all or nothing project. Barnes said that she would like to see more money left for housing and City of Iowa City-Downpayment Assistance Program. Motion passed 4:3, with Barnes, Sandier, and Marcus opposed. Habitat for Humanity - Homeownership MOTION: Barnes made a motion to allocate $45,000 for Habitat for Humanity Homeownership program. The motion failed because it was not seconded. Emma Goldman Clinic - Facility Rehabilitation MOTION: Greazel made a motion to raise the allocation for Emma Goldman Clinic by $5,000 to $20,000. Bears seconded the motion. The motion failed 1:6, with Sandier, Hayek, Marcus, Bears, Anthony, and Barnes opposed. Aliber/Hillel Jewish Student Center - Accessibility Renovation MOTION: Sandier made a motion to reduce the amount allocated for Hilel project from $12,500 to $10,000. Greazel seconded the motion. Sandier said that they could find other funds to match. Hayek said he likes and would like to promote the hosting of other agencies, and would be opposed to the decrease in funding. Motion passed 6:1, with Hayek voting opposed. Habitat for Humanity - Homeownership MOTION: Barnes made a motion to reduce the allocation for Habitat for Humanity from $100,000 to $90,0O0. Barnes said that she considered if a lot could be purchased at $45,000, $90,000 would be enough to purchase 2 lots. The motion failed because it was not seconded. River City Housing Collective - Property Acquisition MOTION: Anthony made a motion to allocate $25,000 for River City Housing Collective- Property Acquisition. Sandier seconded the motion. Sandier said they already identified location, but it is not purchased yet. Bears asked if the $25,000 would be enough to purchase the building. Greazel said he would support the $25,000 proposed, but not the full funding. Motion passed 6:1, with Barnes opposed. Hayek noted that there was $39,564 left to be allocated to any projects outside of public service. Greater Iowa City Housing Fellowship - Rental Housing MOTION: Sandier made a motion to allocate $39,564 for Greater Iowa City Housing Fellowship rental program in addition to $175,000 already passed. Greazel seconded the motion. Anthony said he would like to see some money allocated for the City of Iowa City-Downpayment Assistance Program. 159 Housing and Community Development Commission Minutes March 17, 2005 Page 8 The motion failed 2:5, with Bears, Greazel, Barnes, Anthony, and Marcus opposed. Goodwill Industries of Southeast Iowa - Facility Rehabilitation MOTION: Barnes made a motion to reduce the allocation for Goodwill Industries of Southeast Iowa project from $60,000 to $50,000. Anthony seconded the motion. Motion failed 2:5, with Bears, Greazel, Marcus, Sandier, and Hayek opposed. City of Iowa City - Downpayment Assistance Program MOTION: Barnes made a motion to allocate $39,564 for the City of Iowa City-Down payment Assistance Program. Anthony seconded the motion. Sandier asked how many households could be helped with $40,000 in downpayment assistance? Nasby said with the reduced amount of funds the per unit threshold would be lower so probably eight households would get $5,000 each. Sandier asked how that compared to the number of households assisted by tenant based rent assistance for the same amount? Rackis said the cost per household was based on the housing assistance payment standard they got from HUD which is about $414 per unit per month. So over one year the amount per household would be approximately $4,900, but the costs could be higher or lower depending on the household. Marcus said that homeownership creates wealth so it is a worthwhile goal. Anthony said he likes both, but the ownership project would repay funds to the HOME program and TBRA funds would be lost. Hayek noted that GICHF's application for rental housing was about $100,000 per unit. As such is there a break point for another unit or two? Dennis said they would look for other funding. Eastham said that two-bedroom units with Iow or no lead based paint costs would lower the project costs. Motion passed 4:3, with Sandier, Greazel and Hayek opposed. All Non-Funded Projects (Habitat for Humanity ReStore, Emma Goldman Clinic Operational Funding, Family Services Operational Funding, LT & J Consulting Operational Funding, OMNI Therapies Operational Funding and TTC Housing Program Operational Funding) MOTION: Sandier made a motion that applicants not funded will get $0. Greazel seconded the motion. Motion passed 6:1, with Hayek opposed. City of Iowa City - Downpayment Assistance Program and Tenant Based Rent Assistance MOTION: Sandier made a motion that $9,564 from City of Iowa City-Down payment Assistance Program to be transferred to Iowa City Housing Authority Tenant Based Rental Assistance (ICHA). Bears seconded the motion. Motion passed 4:3, with Barnes, Marcus, and Hayek opposed. ADOURNMENT Greazel moved to adjourn. Sandier seconded the motion. Motion passed 7:0. The meeting adjourned at 9:00 pm. s:/pcd/minules/HCDC/2005103-17-O5.doc 160 Budget Breakdown (Include only those costs directly related the project.) Expense Category (e.g. salaries, acquisition, rehab) If possible, please CDBG List Source of prioritize the budget Funds Other Funds Other Funds Priority Replace two exit doors $7,195 second and repair screens and awnings at Broadway Carpet and tile $20,977 $2,000 Localfunds third replacement at Broadway Add and replace $29,673 $5,000 Local funds first cabinets and countertops at Broadway Replace parking lot $5,400 fourth cracks at Broadway Note: Above amounts Based on contractor bids Total $63,245 $7,000 161 PRO3ECTS RECOMMENDED FOR FY06 CDBG AND HOME FUNDING HCDC (3/17/05) Recommendation or Reauest Council Earmark* ECONOMIC DEVELOPMENT PRO.1ECTS (Set-aside $164,OIS) Micro-Enterprise Center- Extend the Dream Foundation $147,000 $88,000 Economic Development fund - City of Zowa City* $164,015 ~ 164,015 Subtotal $311,015 $252,015 PUBLIC FACILZTIES PRO3ECTS (Est. Set-aside $516,060) Facility Rehabilitation - Domestic Violence Intervention Program $3,525 $3,525 Facility Rehabilitation - Emma Goldman Clinic $20,000 $15,000 Facility Rehabilitation - Free Lunch Program $1,777 $1,777 Facility Rehabilitation - Free Lunch Program/Free Medical Clinic $17,646 $17,646 Facility Rehabilitation - Goodwill Industries $120,000 $60,000 Accessibility Improvements - Hillel Student Center $29,968 $10,000 Facility Rehabilitation - Neighborhood Centers of .lohnson County $63,245 $50,000 Facility Rehabilitation - Old Brick Foundation $60,000 $50,000 Facility Rehabilitation - Planned Parenthood of Greater Iowa $30.000 $10,000 Subtotal $346,161 $217, 948 PUBLIC SERVICE PRO3ECTS (FY06 Statutory Cap $116,000) Operational Expenses - Compeer $1,300 $1,000 Operational - Extend the Dream Foundation $4,851 $1,000 Operational - Iowa City Free Medical Clinic $10,000 $5,000 Emergency Assistance - Shelter House $5,000 $1,000 Operational - Shelter House $16,500 $3,000 Aid to Agencies~ $105,000 $105.000 Subtotal $142,651 $116,000 HOUSTNG PRO3ECTS (Est. Set-aside $1,110,652) Downpayment Assistance - City of Iowa City $250,000 $30,000 Affordable Rental Housing - Extend the Dream Foundation $98,000 $75,000 Affordable Homeownership - Greater Iowa City Housing Fellowship $181,200 $181,200 Affordable Rental Housing - Greater Iowa City Housing Fellowship $812,404 $175,000 Transitional Housing - Hawkeye Area Community Action Program $312,000 $300,000 Tenant Based Rental Assistance - Iowa City Housing Authority $298,080 $159,564 Affordable Homeownership - Iowa Valley Habitat for Humanity $300,000 $100,000 Affordable Rental Housing - .lohnson County Perm. Supportive Housing $275,000 $275,000 Affordable Rental Housing - River City Housing Collective $100,000 $25,000 Housing Rehabilitation- City of Iowa City* $200.000 $200,000 Subtotal $2,826,684 $1,520,764 ADMINISTRATION AND PLANNING HOt4E Program Administration $ 67, 717 $ 67, 717 CDBG Program Administration and Planning $156,000 $156,000 Subtotal $223,717 $223,717 TOTAL $3,850,228 $2,330,444 SOURCES OF FUNDS FY06 CDBG Entitlement $760,075 FY06 CDBG Estimated Program Income $ 20,000 Unexpended CDBG Funds (from contingency, projects and unallocated PI) $172.000 TOTAL CDBG $952,075 FY06 HOME Allocation $677,169 FY06 HOME Estimated Program Income $ 60,000 Unexpended HOME Funds (from unallocated PI) $ 641.200 TOTAL HOME $1,378,369 FY06 TOTAL $2,330,444 162 PAR T ZZZ PRO. IECT$ RECOh'II ENDED FOR FY06 CDBG AND HOI IE FUNDING HCDC (3117105) Recommendation or Request Council Earmark* ECONOMIC DEVELOPMENT PRO3ECTS (Set-aside $164,O15) Micro-Enterprise Center - Extend the Dream Foundation $147,000 $88,000 p. 163 Economic Development Fund - City of Iowa City* $164,015 $164,015 Subtotal $311, 015 $252,015 PUBLIC FACILITIES PRO3ECTS (Est. Set-aside $516,060) Facility Rehabilitation - Domestic Violence Intervention Program $3,525 $3,525 ~. 176 Facility Rehabilitation - Emma Goldman Clinic $20,000 $15,000 3. 184 Facility Rehabilitation - Free Lunch Program $1,777 $1,777 ~. 196 Facility Rehabilitation - Free Lunch Program/Free Medical Clinic $17,646 $17,646 ~. 204 Facility Rehabilitation - Goodwill Industries $120,000 $60,000 ~. 213 Accessibility - Hillel Student Center $29,968 $10,000 ). 221 Facility Rehabilitation - Neighborhood Centers of _lohnson County $63,245 $50,000 ~. 233 Facility Rehabilitation - Old Brick Foundation $60,000 $50,000 ~. 242 Facility Rehabilitation - Planned Parenthood of Greater Iowa $30.000 $10,000 7. 253 Subtotal $346,161 $217, 948 PUBLIC SERVICE PROJECTS (FY06 Statutory Cap $116,000) Operational Expenses- Compeer $1,300 $1,000 p. 263 Operational - Extend the Dream Foundation $4,851 $1,000 p. 274 Operational - Iowa City Free Medical Clinic $10,000 $5,000 p. 282 Emergency Assistance - Shelter House $5,000 $1,000 p. 293 Operational - Shelter House $16,500 $3,000 p. 304 Aid to Agencies* $105,000 $105,000 Subtotal $142, 651 $116, 000 HOUSING PROJECTS (Est. Set-aside $1,110,652) Downpayment Assistance - City of Iowa City $250,000 $30,000 p, 317 Affordable Rental Housing - Extend the Dream Foundation $98,000 $75,000 p. 324 Affordable Homeownership - Greater Iowa City Housing Fellowship $181,200 $181,200 p. 334 Affordable Rental Housing - Greater ]owa City Housing Fellowship $812,404 $175,000 p. 343 Transitional Housing - Hawkeye Area Community Action Program $312,000 $300,000 p. 359 Tenant Based Rental Assistance - Iowa City Housing Authority $298,080 $159,564 p. 372 Affordable Homeownership - Iowa Valley Habitat for Humanity $300,000 $100,000 p. 380 Affordable Rental Housing - .lohnson County Perm. Supportive Housing $275,000 $275,000 p. 390 Affordable Rental Housing - River City Housing Collective $100,000 $25,000 p. 407 Housing Rehabilitation - City of Iowa City* $200,000 $200,000 Subtotal $2,826,684 $1,520,764 ADMINISTRATION AND PLANNING HOME Program Administration $67,717 $67,717 CDBG Program Administration and Planning $156,000 $156,000 Subtota/ $223,717 $223,717 TOTAL $3,850,228 $2,330,444 SOURCES OF FUNDS FY06 CDBG Entitlement $760,075 FY06 CDBG Estimated Program Income $ 20,000 Unexpended CDBG Funds (from contingency, projects and unallocated PI) $172,000 TOTAL CDBG $952,075 FY06 HOME Allocation $677,169 FY06 HOME Estimated Program Income $ 60,000 Unexpended HOME Funds (from unallocated PI) $ 641,200 TOTAL HOME $1,378,369 FY06 TOTAL $2,330,444 CITY OF IOWA CITY FY06 FUNDING REQUEST FOR NON-HOUSING 2. Total Amount of CDBG Request Grant: $147,000 3. Name and Address of Applicant: Extend the Dream Foundation, 401 S. Gilbert St, Iowa City, 52240. Attended Applicant Workshop on 12/16/05 4. Contact Person: Thomas Walz Phone: 339-0401 Fax: 339-0426 Email: thomas-walz~uiowa.edu 5. Location of project: 912 2na Ave., Iowa City 5224 6. City Steps Objective -Economic Development Needs- Micro businesses 7. Summary of Project: Proposed is the purchase of a building in which to establish a "micro enterprise development center", with an attached low-income housing component. The center would house two new enterprises: a vintage shop featuring better quality antique furniture, rare books and vintage clothing and an e-commerce training and service program. The e- commerce component is designed to train persons with disabilities for self-employment doing e-commerce activities. The vintage store, a cooperative effort of three small Mall owners, will provide products for e-commerce sale, as well as, in store sales. In addition, the center will house three low-income apartments for workers and/or trainees associated with the project. SECTION 1 - NEED/PRIORITY 8. Describe how the proposed project addresses the priorities, strategies and goals in the City Steps plan. PRIORITY NEED- Micro Businesses NEED LEVEL - High The proposed project addresses the need for micro enterprise development as part of an economic development strategy designed to meet the needs of low-income 163 underserved persons. The fact that it offers an attached housing component to improve "home to work" access reflects the principle of the continuum of care, through the integration of work, housing, social supports and access to immediate case management. City Steps has indicated that micro business development is a high priority need. In addition, the underserved targeted population in this proposal is those who are low- income. All have incomes less than 50% median income (a high priority group) and all are persons from sub populations ranked as high priority need groups: homeless, chronic mentally ill, developmentally, and physically disabled persons and those with substance abuse problems. The City Steps also speaks to issues of self-sufficiency. The plan in the proposed project is to train persons with disabilities in e-commerce with a goal of self-employment in their own residences. This would increase client control over their work furore, a measure of self-sufficiency. The targeted group served by the project is persons with some subsistence income from a government disability benefit, for which self-employed earnings become the difference between subsistence and an improved quality of life. 9. Rationale for Project and Fit to Continuum of Care The concept of the continuum of care refers to a coordinated response to the particular needs of underserved persons and to bringing them together with the right mix of services and supports in a timely manner. This is reflected in our proposal, in our effort to link employment with housing and to train persons with disability in a developing field (e-commerce) which allows for self-employment in a home based setting. The proximity of some of the workers in the project (those living in the same building) allows staff to better assist them with personal issues and advocacy. The two proposed businesses to be housed in the 912 2nd Ave. building have a special viability. The vintage store allows the three owners of small Mall enterprises (Bills Bookmart, Leslies Luxuries and Gretchen's Vintage Apparel) to have an outlet for some of their better items, especially those that would bring higher dollars through Intemet sales, This is in addition to gaining a Towncrest area outlet. The e-commerce training and service program provides the manpower for handling Intemet sales and opens up a new service - shipping and handling. The e-commerce program allows us to experiment with new emerging Internet related employment in addition to the more common type eBay sales. The training instructors (Hall, Larson and Maeglin) are exploring the possibility of penny stock investing with EDF providing loan capital to help trainees get started. The plan to prepare persons for self-employment reduces problems of unemployability due to disability or job history. It also focuses the responsibility for earnings directly on the individual themselves. By combining the vintage store with the e- commerce project, the store is likely to get a better price for their product and the e- commerce project has the advantage of a proximate inventory of items to sell. The rationale for the purchase of the building can be summarized as follows: 164 1) The building is in a high need, yet prime commercial location (Towncrest area) 2 The building combines quality retail space with low rent housing. 3 The building is being sold below its appraised value. 4 The building is adjacent to Mick's Workshop, our furniture refinishing shop. 5 The building lends itself to a relatively inexpensive upgrade for which funds and volunteer supports are available. 6 The building is considered to be structurally in excellent shape (walls, roof, etc). SECTION 2 - LEVERAGING RESOURCES 10. Type of Request: Requested is a grant of $147,000 towards the purchase ora building at 912 2"d Ave. This grant would be matched with a HOME grant to make the purchase. Community wide interest in this proposal has led to contributions of private funds in the amount of $20,000 to cover the costs of an immediate upgrade of the building (e.g. expanding and reasphalting the parking lot, building a patio/ramp for first floor accessibility and a few utility upgrades, along with some interior repainting). A grant (as opposed to a loan) is preferred for several reasons. It would reduce some of the administrative overhead in managing a loan and it would allow for some cash flow from the building (through apartment rents) needed to cover utility costs, at least until the two micro enterprises are able to show a profit. 11. BUDGET BREAKDOWN Total Cost Per Person*: $~year based on a 1 O-year life span projection of building without further upgrades. 165 Document Costs Whenever Possible 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 Type Status (e.g. salaries, acquisition, rehab) List Source of If possible, please CDBG In- prioritize the budget Funds Other Funds Other Funds Kind Cash Antic. Comm. Please place an ':~" in box that applies: Amount of privatekagenc~other funds $ ~ Q ~ ~ (a) Amount of CDBG funds $ ~ ~ ~ t ~ ¢ ~ (b) Total Project Funding $ I ~, ~'z~ ~'~ ~ (c) (a + b) Number of persons assisted ~ (d) (see question 18) Total cost per person ~ ~ ~'/~ ~ ¢ (e) (c + d) ~"1 'bDBG ~'b~'Per Person $ ~ ~ ~, (0 (b + d) 166 In the building upgrade and improvement, Mick Vevera, Ray Funk and Roman Shoenberger (all persons with disabilities, but skilled as craftsman) will provide most of the carpentry and masonry service. All other services (asphalt upgrade, utilities upgrade) will be provided by licensed contractors. Maeglin, an experienced businessman and developer, will coordinate this effort. The e-commerce micro business development will be assisted by three businessmen volunteers, Steve Hall (private book dealer), Jeff Larsen (private investor) and David Maeglin (business owner and developer). All are highly successful in their fields and are members of the EDF Board of Directors. Each has agreed to donate (5) hours a week to this project. Hall will provide technical assistance in the use of eBay and other Intemet outlets for book sales. Larson will provide technical assistance on an experiment with small scale stock trading and on collectible items for e bay sales. Maeglin will provide technical expertise on penny stock buying and selling. As a team, all will assist in exploring new emerging e-commerce pursuits. Other student and community volunteers will be recruited to provide services in the project, estimated at a combined 30-45 hours/week. Students can help with retail marketing, selling, displaying, computer assistance, social supports, advocacy, etc. UNSKILLED LABOR AMOUNT Estimated hours - combined carpentry and masonry, interior improvements (500) Hours/year ~ $20/hour $I0,000 SKILLED LABOR Vista workers: fulltime FTE ~ $9000/yr. 9,000 Walz - 1800 hours for year ~ $40/hr. 28,000 Maeglin - 260 hours/year ~ $40/hr 10,400 Hall - 250 hours ~ $40/hour 12,000 Larsen - 250 hours ~ 40/hour 12,000 Students: 1500 hours for year ~ $10/hour 15,000 TOTAL $96,400 13. Other Groups and Organizations Asked to Contribute: Most of our requests for support are directed at our plan to seek private funds for the building upgrade. Our intention is to increase immediately the value of the property and insure that it is fully up to code. To this end we have pursued largely individual donor support. Funds have been given and placed in escrow pending outcome of our application. Received as of this writing are funds from Earl Yoder (cash), Frank Boyd/Washington Partners (cash), Dave Maeglin (cash/kind), Steve Hall (cash/kind), 167 Armand and Polly Pagliai (cash), Mitch Rotman (cash/kind), Iowa State Bank (cash), Ann. Wade (cash), John Crawford (cash), Dorothy Newmire (cash), Carr and Lewis (cash), Ina Lowenberg (cash), Tom Walz (cash), anonymous (cash) and many smaller gifts. In addition, EDF has been named beneficiary of the River Run (race associated with River Fest), which anticipates earning $10,000 this year for our charity. If we are able to buy the building, we intend to pursue other program related grants, especially in our new area of e-commerce. 14. Property Tax: The property to be purchased would not carry a tax liability until the vintage store incubates (is independently incorporated and pays rent). Any other rental of space in the building to an outside group would produce a tax liability. The property tax on the building is approximately $8,000 per year. SECTION 3 - FEASIBILITY 15. The project would continue after CDBG funds end, since this is a one-time grant for the purchase of a property. If funds were awarded, the project would definitely continue after purchase of the building. In this case, the rents from the low-income apartments would be used to cover the cost of the utilities and on going maintenance of the property. No other expenses would be required to be met and income earned from the e-commerce and vintage store would be used for trainee or employee s~ipends, work- study match, advertising, and a small loan fund that could be used for penny stock investments. 16. Time Table: The goal is to purchase the building by July 1, 2005. We have an agreement to purchase that covers us to through May 2005 with a clause that indicates purchase is pending the outcome of our grant application (s). We plan to use July and August to complete the exterior work, asphalt the driveway and build a patio/ramp for wheel chair access to first floor. During this period we would do the interior decorating and secure furnishings, using volunteers and auction/UI surplus equipment. We are confident that we can be gifted sufficient computers to get the e-commerce program up and going. Everything should be ready for a grand opening by Sept 1, 2005. We are now experienced in such start-ups and have the advantage of an experienced property developer leading the way for us. SECTION 4 - IMPACT/BENEFIT TO THE COMMUNITY 17. The project would provide a "place" for the further development of the micro- enterprise program of the EDF. The three low-income apartments on the second stow afford an oppommity for low-income owners or workers to house close to their work and to integrate work with their daily living; and, the main floor storefronts provide the space 168 for a new retail outlet and an e-commerce training and service program. Both should generate sufficient income to cover utilities, additional upgrade, profit shares or worker stipends. The project would add ownership; employment and training opportunities that could lead to home based self-employment. It focuses on a target population considered high priority (City Steps) and on projects, low income housing and micro enterprise development, which are also ranked high (City Steps). Though the start up cost is high due to the purchase ora property, the unit costs over time should be very reasonable and the numbers served substantial (see outcome data). The concepts behind the project seem to fit the definition of continuum of care, since the nature of the operation of the micro enterprise by people who are skilled at serving person with disabilities means that the project can offer an integration of services and supports: housing with work, work with social supports, protection from exploitation, referrals to other services as needed and some job centered case management service. 18.Goals of the Project: The goals of the project are two-fold, micro enterprise development and low income housing expansion. Regarding micro enterprise development, the goals of the project are 1) to advance employment and ownership opportunities for low income persons with disabilities in a community setting 2) to expand the potential of e-commerce as home-based business opportunities for persons with disabilities and 3) to design and implement a training program for the above in the field of e-commerce. With respect to housing (see HOME proposal) the goals of the project are 1) to provide low rent apartment units and 2) to rent these units to persons associated with the micro enterprise developments in the same building. All of the persons to be served would be persons with less than 50% median income, with nearly half living at less than 30% median income, such as those on SSI. Many would have histories of homelessness, substance abuse and mental illness and would have minimal family supports. Number between 0-30% (15) Number between 31-50% (10) Total --25 % LMI 100% 19. Outcome Data: The proposed project would create (2) co-ownership opportunities through the vintage shop, plus 2-4 additional work placements for trainees or employees. The e- commerce program would provide (4) independent contractor positions, where persons on site would profit share from the e-commerce work done on site. Two other positions would be developed for persons working in the shipping and handling side of the operation. An estimated additional 12 trainees would be rotated through out the year and 169 would be tutored in e-commerce pursuits. The intention is for those trained to use their new skills in some form of home-based e-commerce employment. Three additional low-income persons would be seasonally employed to work on the building upgrade, with Mick's Workshop serving as the contractor. 20. Achievement of Outcome Data: Through the experience of operating the small Mall, EDF has become acquainted with many disabled persons looking for employment and/or the opportunity to start their own businesses. Likewise, many of the other local agencies serving persons with disabilities have used the small Mall as a site for training and internships. As a consequence we have identified a community of individuals who would be interested in and would benefit from the proposed project, especially the new e-commerce initiative. There are many persons whose disabilities would limit their entry into full-time or conventional employment, but who, nonetheless, want to work and need earnings to supplement their disability income. These are also people who would benefit from having their living arrangement located nearby to their employment. EDF has the staff resources to achieve the proposed objectives. The EDF director and proposed project director is experienced and knowledgeable with micro enterprise start-ups and in on the job training. The support staff, the full-time VISTA's will be recruited for the skills needed to implement the e-commerce and vintage enterprises. The time and expertise commitments from three local businesspersons provide the training staff needed for the e-commerce initiative (see letters of commitment). An ample supply of students and community volunteers is available to supplement these efforts. Arrangements have been made for on-going technical assistance from the University of Iowa Small Business Entrepreneurial Center with respect to the new business start-ups. The proposed site for the new project is located adjacent to Mick's Workshop (on which we hold a long term lease}. This would allow for staff at the Workshop to serve as the building management and maintenance crew. The lower level of the 912 2nd Ave. building has previously served as a successful retail outlet. Only minimal renovation is required to accommodate the proposed micro enterprises. The building is in a good location on the eastern fringe of the Towncrest commercial area. Funds have been raised to pay for the building upgrade and for making the building wheelchair accessible on the first floor. The building is selling at below its appraised value and is considered by realtors as a "good buy". The facility is well known to city community development staff. 21. Map attached: the project is located in Census Tract 15. 22. CDBG Fund History: 170 Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31/04) FY03 (July 2002 - June 2003) ~ ~ I 0 ~ <D '~ {3 ~ ~:) FY04 (July 2003- June 2004) "~..~, ~ 0 ~D '~ ~, 4~ O ~ FY05 (July 2004- June 2005) ~ ~ C>O <::) ! C)! 0 ~ 0 23. The applicant is in compliance with all federal, state and local laws, rules and regulations including CDBG funded projects. 24. Organizational Capacity and Experience: EDF is an outgrowth of the International Bill Foundation (IBF), which was informally organized in 1974 to administer Wild Bill's Coffee Shop on the University of Iowa campus. The IBF merged with EDF in 1999 and the latter's mission was redirected to promote education and service to the elderly and persons with disabilities. In July 2001, EDF started Uptown Bill's small Mall project with the assistance of a CDBG grant, while contracting with the University of Iowa to continue operation of Wild Bill's Coffee Shop. The small Mall provided opportunities for persons with disabilities to become owners of and/or workers in a series of small businesses located in the current 401 s Gilbert St. location. The businesses started and currently in operation include a coffee shop, a bookstore, a antique/collectible shop, a vintage clothing store, a computer graphics business and an alcohol and smoke free family music venue. At other locations, EDF sponsors a furniture refinishing and small home repair service (Mick's Workshop) and a lawn and garden service (Funks Grove). Both services are housed in a rented building at 2218 F Street. In the past two years, two other micro enterprises have been incubated - Uptown Arts (now a private for profit business called the school of Performing Arts and Akebuland, an African boutique that has been moved to Minneapolis. The small Mall is also home to AA Intergroup office and serves as host to ten AA meetings weekly in its music venue space. The success of the small Mall is measured in the number of work opportunities created (currently 11.5 FTE's). This includes providing ownership opportunities for (8) persons, and some level of paid work opportunity for another 12-15 persons. Other persons with disabilities work as unpaid volunteers, along side the 50 or so community and university student volunteers who weekly make their presence felt at the small Mall. The commitment to CDBG of providing work opportunities to 10 FTE/persons with disabilities was met by the end of the second year of the grant. 171 The utilization of the small Mall by low-income persons, homeless and persons with disabilities is significant (with about 30-40 stopping in daily). With long hours (average 13 hours daily) and being open 365 days a year, the small Mall offers a supportive and welcoming enviromnent for many persons with limited family resources and with limited social skills. Revenues generated by the small Mall have grown to well over $200,000 per year. EDF has been able to meet more than 50% of rent and utilities and 100% of operating expenses from small Mall revenues. Its potential for sustainability beyond its current CDBG grant is good. In 2003, EDF assisted two of its owners with disabilities in becoming owners of a "rent to own" Section 8 home at 2218 B Street and in finding another live-in caregiver with a disability help one of the wheelchair bound owners. EDF assists with handling the finances of the home and in dealing with problems of daily living. EDF has also taken on the fund raising and oversight of a 90 documentary project on the life and legacy of Bill Sackter. The purpose is to help the Bill story become part of folklore, which features a handicapped man as hero. The local filmmaker is a noted documentarian who recently won an Emmy for his documentary on the Nazi Drawings of Maurice Lazansky. EDF has earned a solid reputation in the community as both a business and a service. It is a member of the Iowa City Chamber of Commerce and the IC/Coralville Convention Bureau. The organization and its project have received considerable positive publicity in the local press. The organization was recently covered in an article in the new Corridor Business Journal. The small Mall has been a popular referral resource for other local disability serving organizations and is used by the Arc, Goodwill and Shelter House. The space has become a regular meeting place of the Johnson County Coalition on Disabilities, the Brain Injury Association, the AA Intergroup Board of Directors, Iowan's for Peace, the Unsung Forum (song writers group), the Mud River Music Cooperative, the Irish Slow Session music group and others. EDF is nm by a 15-member board of directors consisting of community lay and business leaders, university representatives and persons with disabilities. This board meets quarterly, with an Executive Committee, a Community Relation Committee, and a Long Range Planning Committee that meet monthly. A separate University Relations Committee meets twice annually. Over the past three years, EDF has raised nearly $150,000 from local sources to fund the documentary and to build an endowment from which to subsidize rent/utilities after 7/2007 when CDBG support ends. A total of ( ) individual or corporate donors have made a contribution to one or another of its projects. River Run, which sponsors a nm associated with the University of Iowa River Fest, has selected EDF as its principal charity. 172 An experienced administrator, Dr. Tom Walz, a retired university professor and academic administrator, directs the EDF. Walz commits nearly 70 hours per week as EDF director and small Mall manager. His volunteer commitments have been widely recognized. He was named a top ten finalist in the Volvo for Life Awards program and was selected Iowa Volunteer of the Year. Other staff includes two full time VISTA volunteers and a part time contracted bookkeeper. EDF maintains a professional accounting of its activities and has shared copies of all reports with Steve Nasby and the staffat the CD office. EDF has a close working relationship with the University of Iowa Small Business Center and the Boyd Non-profit Center. Letters of support have been requested from both organizations. 173 Yahoo! Maps - Iowa City, IA 52245-4510 Page 1 of 1 Yahoo! My Yahoo! Mail 'Se~cl the., eL, LOCAL Sign:In MaCs New User? Sm~n Up Haps }~omc Yahoo~ Maps << [3a(:k to ~ ~2 2nd Ave Iowa City, 52245-45~ 0 i©2004 NAVTEQ; When usir, g ~my driving directions or map, it's a good idea to do a reality check 3Rd [Tlake sure tl'le roe, d stlii exists, watch o Jr for construction, and follow all traffic safety precautions, This i; only to be used as an aid in planning. Copyright © 2005 Yahoo! Inc. All rights reserved. F>Eiv~y ~!~li~ - TeFn)s O~ ScFvi~:¢ - Cgpy!: g(!~ Po!!~;y - Y~}!,~'~' (,la.)s Terms of Use - !::!e!P - A(J Feedt~ack 174 http://maps.yahoo.com/pmaps?csz=Iowa+City%2C+IA+52245-4510&state=IA&uzip:52245&ds... 1/13/2005 January 5, 2005 To Whom It May Concern: As Chaim~an of the Board of The Extend the Dream Foundation, I heartily support the grant application in full and especially the plan to create employment for handicapped individuals in the area of e-commerce. It is proposed that 5 to 7 individuals be trained in the aspects of e-commerce related to selling moderately priced items, primarily on et~ay. Currently, books are being sold on ebay via Bill's BookMart with increasing success. I believe this effort could be expanded to include other items available for resale. Some items could be purchased in quantity and resold individually. Other items could be obtained thru our "normal" sources(auctions, gifts, donations) and advertised for sale on ebay I hope you will look favorably on this proposal so that we may bring a greater sense of achievement to those with as yet unrecognized potential. Chair, Extend the Dream Foundation 175 City of Iowa City FY06 Funding Request for Non-Housing 1. Name of Project: Domestic Violence Intervention Program 2. a. Total Amount of CDBG Funds Requested: $3,525.00 ' ~ i ~,:~ b. Loan: $ 3. Name and address of applicantJorganization: Domestic Violence Intervention Program P.O. Box 3170 Iowa City, Iowa 52244 Did you attend the applicant workshop? no If yes, please circle the date attended. December 16, 2004 January 12, 2005 4. Contact Person: Kdstie Fortmann Doser Phone Number: 319-351-1042, ext. 112 Fax Number: 319-466-4624 Email Address: drip@avalon.net 5. Location of proposed project: Box 3170, Iowa City, Iowa 52244 6. Check CITY STEPS Objective (check only one): Homeless Needs Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). The Domestic Violence Intervention Program (DVIP) responds to the effects of abuse within intimate partner relationships, providing 24-hour safe shelter, 24-hour hotline, crisis intervention and support services. Hotline, crisis intervention and support services are available to women, youth, and men. Safe shelter services are available to women and their children. We are requesting funding the final phase to a security camera project that has been previously funded by CDBG and the replacement of nine toilets. Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable prfority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). Emergency Shelter High Priority Need Priority Need Level (High, Medium or Low) FY06 Non-Housing Application 176 ppdcdbg/nonhousingapp - working copyO6 As stated in the City Steps manual, permanent housing is listed as a high need. DVIP's ultimate goal in serving victims of domestic violence who are homeless (a result of criminal behavior perpetrated against them) is to effectively use our community resources to assist residents in reaching their highest level of self-sufficiency through safe shelter, safety planning, employment and securing permanent housing. As stated in the Maxfield Housing Market analysis, "The housing market in Iowa City is very tight which translates to an expensive housing market". D¥1P is part of a broader community effort to assist homeless victims of domestic violence in securing and maintaining permanent housing. One way we do that is to provide essential, safe shelter for up to 90 days while clients find permanent housing. The DVIP shelter provides safety and critical support services which enables Iowa City residents to fully access housing resources. While working with individuals and families on domestic violence related education and support services, DVIP also assists residents in obtaining housing support, such as Section 8. 9. Tell us why this project is needed (include information from studies~research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. The Domestic Violence Intervention Program provides shelter, crisis intervention and support services that help keep victims of domestic violence safe from immediate danger and harm. While residents/clients seek services from DVIP, it is our goal for clients to reach the highest level of self-sufficiency possible. Maintaining a shelter with appropriate security and facilities, contributes to service provision and our client's efforts to increase self-sufficiency. Last year CDBG funds were awarded in support of the second phase of our efforts to improve security for our safe shelter location. To obtain this goal - working towards client self-sufficiency and permanent housing - basic security equipment and appropriately functioning facilities, is essential for a safe shelter living environment. Therefore, we are requesting a final camera for our security system and the replacement of inadequate, noncommercial toilets in our shelter facility. Security System Completion - The project currently underway is the installation of four exterior cameras, two interior cameras and a security buzz-in system for the shelter front entry. With the support of CDBG 05' funds, fundraising, and donations provided by the contractors, we were able to include the security buzz-in system during the 05' phase two funding. This year's request is for a final camera in our kitchen area. This camera will allow us to monitor for toddlers or small children in the kitchen area, theft of food and potential hazards such as fire. Replacement of Nine Toilets - The DVIP shelter was built in 1993, and since that time has housed more than 3300 women and children. The toilet facilities that were installed we not designed for commercial residential usage. While they have held up well, expensive repairs have been required over the past four years equaling nearly $6,000.00. Our contractor, Larew Company, Inc. has recommended replacing the existing toilets with commercial grade assisted flush units. Our goal is to improve our facilities and preserve our resources. FY06 Non-Housing Application 177 ppdcdbg/nonhousingapp- working copy06 Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development - Non-profit (1% amortized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) Public Service Project (grant) ~4,025.00 1 year 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rahab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds ara used to implement the project, please list the sources, state if the funds ara in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible PLEASE NOTE: The Housin~l and Community Development Commission may r~,_,e_=*_ a copy of your overall agency Budget Breakdown (Include only those costs directly related to the project.) Expense Category Type Status (e.g. salaries, acquisition, rehab) List Source of If possible, please CDBG In- prioritize the budget Funds Other Funds Other Funds Kind Cash Antic. Comm. Please place an "X"in box that applies: Construction costs and $625.00 $100.00 Fundraising x x installation of one camera Rehabilitation and $2,900.00 $400.00 Fundraising x x Construction Cost- replacing 9 toilets Amount of private\agency~other funds $500.00 (a) Amount of CDBG funds $3,525.00 (b) Total Project Funding $4,025.00 (c) (a + b) Number of persons assisted 861(d) (see question 18) Total cost per person $ 4.67 (e) (c + d) Total CDBG Cost Per Person $ 4.09 (f) (b * d) FY06 Non-Housing Application 178 ppdcdbg/nonhousingapp - working copy06 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor hours x $10 per hour = $ Skilled labor (. ) __ hours x $ per hour = Skilled labor (. ) __ hours x $ per hour = Skilled labor ( ) __ hours x $ per hour = $ Skilled labor ( ) __ hours x $ per hour = Total $ 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). No other group has been asked. 14. Does the proposed project pay property taxes? Yes No x 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? Yes__ No ~ If"yes", what is the percent of full taxes paid? % and amount paid $ ' Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes x No Please explain. The project will be complete and the upgrades to the waste/plumbing system will benefit DVIP clients far into the future. DVIP will continue offering services as it has for the past 24 years. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any project agreement forthe use of CDBG funding. Date: Description of Activity: July 1,2005 Beginning of City Fiscal Year and Project Start Date and will end prior to completion of the Fiscal Year 06, June 30, 2006. This includes necessary bids and construction. Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. DVIP offers crisis intervention services to victims of domestic violence, 91.7% of our services are provided to Iow-moderate income persons. A critical aspect of our safe shelter and crisis intervention support services is providing a safe environment and FY06 Non-Housing Application 179 ppdcdbg/nonhousingapp - working copy06 appropriate facilities for women and youth while they move beyond initial stages of crisis. When safety is jeopardized it is difficult to take steps towards prevention of future violence and self-sufficiency. Security measures, such as the camera security system, provide further safety and potential for deterring criminal behavior, and thus improve DVIP's capacity to provide preventive and self-sufficiency programs to adults and youth. Maintaining our facilities allows services and programming to continue. Without appropriate upgrades in building and maintenance, clients seeking safety or ongoing support would be compromised. Additional examples of preventive and self-sufficiency programs include: 1) youth and on-going violence education groups - conflict resolution, and support groups, and 2) DVIP offers economic advocacy/education and Personal Economic Planning groups for women to work on long-term budgeting and economic self-sufficiency. DVIP collaborates with a wide range of community groups working on housing issues to foster streamlined support and services for homeless victims of domestic violence. For example, the Local Homeless Coordinating Board, Home Ties, Shelter House, Department of Human Services, Iowa Workforce Development and the Johnson County Coalition Against Domestic Violence. 18. List goal(s) of this specific project. In addition, 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). It is our goal to complete the final phase of a security project. Phase One and Two were funded in part with CDBG funds. The installation of a camera at the shelter's main entrance has helped with numerous security concerns over the past three years. The goal is to allow for increased monitoring of our shelter property. In addition, it is our goal to improve and maintain facility function through the upgrade of necessary facility equipment. Number between 0 - 30% median income .741 persons (a) Number between 31 - 50% median income 59 persons (b) Number between 51 - 80% median income 4 persons (c) Number between 80- 100% median income 25 persons (d) Number over 100% median income 32 persons (e) Total .861 persons (f) Percent LMI .93% (a + b + c) + !) FY06 Non-Housing Application 180 ppdcdbg/nonhousingapp- working copy06 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). Outcome Data: · Reduce theft and injury. · Increase knowledge of suspicious activity on DVIP property. · Diminish expenses related to failing equipment. 20. Please discuss how these outcome data will be met by the proposed project. We will utilize DVIP incident reports and law enforcement contact concerning suspicious behavior on DVIP property to substantiate increased safety for Iow-middle income victims of domestic violence. 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. DVIP is in a confidential location within the Iowa City limits. We are unable to provide the location on the attached map. Section 5 - Capacity~History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31/04) FY03 (July 2002 - June 2003) $4,500.00 CDBG $4,500.00 CDBG $8,004. O0 Forgivable Loan $8,004. O0 Forgivable Loan FY04 (July 2003 - June 2004) $8,004.00 Forgivable Loan $8,004.00 Forgivable Loan FY05 (July 2004 - June 2005) $4,478.00 CDBG $0 CDBG $8,004.00 Forgivable Loan $8,004.00 Forgivable Loan Note: We are completing installation of the security equipment in January 2005 and will be requesting reimbursement in February 2005. 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes _x. No . If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. DVIP has a long history of receiving CDBG grants for building, renovations, security and programs. DVIP has met all requirements of CDBG projects in the past. Attached are quotes for expenses related to this project. FY06 Non-Housing Application 181 ppdcdbg/nonhousingapp, working copy06 Iowa City, IA 52244 800-634-3874 · 319-354-7875 Fax 319-341-8116 Two Interior Fixed Dome Cameras for Upstairs Hallway Qty Item Price Ea Total 2 B&W Interior Dome Cameras 225.00 450.00 2 Power Supply 15.00 30.00 I RG/59 Cable and 18/2 Power Cable/BNC 60.00 60.00 1 Eight Position Switcher* 225.00 225.00 1 Installation/Labor/Trip 200.00~ 200.00 Total 965.00 * Can use up to eight existing B&W or color cameras on system (will replace four position switcher in previous quote) Not Included: Client to provide AC power at monitoring location Shelving/cabinets for equipment Iowa sales tax (if applicable) Notation: Add $375.00 to Installation cost if work is done separately -/~/~ 182 PRODUCT 118 LAREW COMPANY, INC. Plumbing · Heating · Cooling ].61 ]. Willow Creek Drive P.O. Box 2980 IOWA CITY, IOWA 52244 (319) 337.9681 Fax (319) 337.7636 PnOPOSAL suaM'rrEr~l~q)n'testic Violence Intervention Program PRONE 683-2848 DATE 12/07/04 STREET .[JO .~OX ~ 1'/0 JOB NAME Replace 8 Toilets ciw, s~^Te.,d z~P CODe IOwa City, IA 522~, an8 LOCATION Confidential ARCHtTECT DATE OF PLANSAttn: Chris JOB PHONE We hereby submit specifications and estimates for: We propose to provide atd install eight Kohler Cimarron white elongated toilets. Tlds quote includes ~[~ ~rop~l~ hereby, to tu, r. nish r~,t. e4'i~J.x~p..cl labor -- complete in accordance with above specifications3f [ ~ um of: T~ inousmta umeuunurea i~ve ~umiuu s .,~0_.~ dollars ($ ). Payment to be made as follows: manner according to standard practices. Any alteration or deviation from above specifications Authorize Signature! ti' 3~! ~J~ ~- involving extra costs will be executed only upon whiten orders, and will become an extra i~ / ~ y! ...~- charge over and above the estimate. All agreements contingent upon stdkes, accidents ~J~te: This proposal may be ~ ~ or delays beyond our control Owner to carry tire, tornado and other necessary insurance. withdrawn 1¢/us if not accepted within ~,Our workers are tully covered by Workman's Compensation Insurance. days. Acreptaure ui {truPusal--*he,hove 183 and conditions are satisfactory and are hereby accepte( to do the work as snenifi~d Payment will h~ m~¢l~ =¢ , City of Iowa City /, FY06 Funding Request for Non-Housiq 1. Name of Project: Roof Replacement Project ../ ~ 2. a.b. TotalLoan:Amount$20,000,of CDBG Funds Requested: $20,000 '~ *see attached letter requesting a waiver of occupancy loan requirement 3. Name and address of applicantJorganization: Emma Goldman Clinic, 227 N. Dubuque SL, Iowa City, lA 52245 Did you attend the applicant workshop? =.Y. EE~ If yes, please circle the date attended. 4. Contact Person: Karen Kubby Phone Number: (319) 337-2112 Fax Number: (319) 337-2754 Email Address: kubby~pobox.com 5. Location of proposed project: 227 N. Dubuque St., Iowa City, IA 52245 6, Check CITY STEPS Objective (check only one): Homeless Needs _ X' Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). The roof on the front addition of the facility is leaking into the front entrance. Repair measures have not been adequate to stop the leakage. Repairing the roof of the addition will allow the Emma Goldman Clinic to complete its previous CDBG accessibility and energy efficient lighting projects, specifically the automatic door opener and lighting for the inside of the front entrance of the building. This project removes and rebuilds the roof of the addition down to its underlying structure, as well as repairing parts of the siding. Section '1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the ~n, .,rlari~. nm,,d and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). public Health Facilities: Health F~cilities..__ Low Priority Need Priority Need Level (High, Medium or Low) This project speaks to the needs assessment for health facilities as outlined on page 113 of CITY STEPS, "The Free Medical Clinic, Emma Goldman Clinic, and Planned Parenthood of Greater Iowa FY'fiR IVnn. Hn~ ~.~inn Annlk,J~tinn 184 ~ have facility maintenance needs." Emma Goldman Clinic's facility was built in 1954 with one addition built in 1978. There has been no major rehabilitation or remodeling project since then. ; the inherent safety Issues involved with a roof that leaks where electric wires are housed, this leak impacts the first impression that clients have about our health care facility. Being greeted by water dripping into buckets and stained ceiling tiles as the first things clients see does not instill confidence about the intimate health care they have come to receive. This leak prevents the Emma Goldman Clinic from completing elements of a previous CDBG project that has HIGH priority (accessibility) and MEDIUM priority (energy efficiency) components. Until the electrical systems that pass through the ceiling that is wet are protected from water, these projects cannot be completed. Without the automatic door, clients and volunteers with certain disabilities need assistance to enter the facility. Being able to enter the front door without assistance is a basic tenant of accommodation that wa strongly support. This addresses a HIGH priority as outlined in CITY STEPS in Table IV.5 Non-Housing Community Development Priorities found on page 111 (Accessibility Needs). Another result of this leak may have individuals not feeling confident in accessing Clinic services and associated sliding scale, impacting two HIGH priorities outlined in CITY STEPS in Table IV.5 Non- Housing Community Development Priorities found on page 110 (Public Service Needs .Youth Services and Health Services) and one MEDIUM priority Public Service Needs--Services to Persons with Disabilities). 9. Tell us why this project is needed (include information from studies\reseamh or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. The Emma Goldman Clinic is a no-profit health care facility that was started by community members in 1973. Clients receive basic gynecology, abortion, and massage therapy services. We work with 5-6,000 clients per year. Our mission is to provide client-centered and nonjudgmental health care services. Emma Goldman Clinic's mission outlines our commitment to the struggle against oppression based on ability, age, body size, class, ethnic odgin, race, religion, sex, sexual identity, and national origin. We strive to increase economic, geographic, structural and language accessibility for the clients we serve. Our goals are inspired by our belief in the larger ideals of feminist philosophy: political, economic, and social equality for all. One strategy for living out our mission is to insure financial access to our services. In this spirit, we operate with a sliding scale fee structure based on household income. The Clinic offers discounts for teens and free services for victims of sexual assault seeking services as a result of the assault. We also offer a "walk-in' clinic where clients do not need an appointment and receive a specific array of services on a donation basis. The Emma Goldman Clinic subsidized $229,168 worth of services last year in order to create financial access for our clients (see chart below for details). Service (;;:llent #Subsidy Value ~,bortion Sliding Scale 135~ $193,80~ reen/Youn.cl Adult Discounts 24~ $ 2,55;~ ,~ynecoloc~v Slidin~l Scale 247E $ 19,1// Sexual ASsault Victim Services. 1~ $ 10,82= BiSexual, Lesbian, Tran~,L, qender Service Night 15 $ 1,18~ Walk-in Clinic 598 $ 1,62t. Total 4708 $229.t 6l~ Offering this many subsidized services leaves little room in the budget for needed facility improvements. Our strategic plan outlines capital improvements outlined over a long period. Some years, it is not financially possible for us to complete our capital improvements list. FYOR Nnn-t-I~; J.~inn Annlin;tinn 185 There are two other large factors that make it difficult for the Emma Goldman Clinic to fund this project independently. The first is the steep dse in our commercial liability insurance rates. Our costs went from $2,500 to $38,000 over the past two years. This increase is not based on claims. It is solely because abortion services are one of the health care services we provide. The second factor is the Clinic investing in legal help to protect our clients, staff, and supporters from the threat of an individual protester whom we believe to be dangerous. These legal fees have so far totaled over $40,000. The level of subsidies combined with the rise in insurance rates and legal bills has made it impossible for us to fully absorb the cost of the needed roof repairs. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development - Non-profit (1% amortized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) Public Service Project (grant) *As this public facility improvement request is not new construction or increasing the square footage of the facility, we are requesting a 10 year declining balance loan. A letter to the City Council requesting a waiver of the conditional occupancy loan policy is included with this application. 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expanse and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construc- tion/rahab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expanses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind or cash, and check if the funds are anticipated or committed. Document Coats Whenever Possible PLEASE NOTE: The Houslno and C,~inin-nitv Dev~U~ment Commission mav request a co~v of your overall aeencv budeet. Budget Breakdown (lllclude only those costs dir ~'tlv related to th~ orolect.~ Expense Category Type Status (e.g. salaries, acquisition, rehab) CDBG Mat Source of In- Cas If possible, please ~)rloritize the buduet Funds Other Funds Other Funds Kind Antic. Comm. Please place an "X" kl box ~at applies: General Contractor $3,000 $2,000 Emma Goldman X X Clinic Roof Tear Off $2,500 $ Landfill Fees $1,000 $ Labor and Materials $12, 000 $ Gutters $1,300 $ Painting $ $475 Emma Goldman $200 $275 X Clinic Permits $215 $ In house project $ $1,325 Emma Goldman X X manager salary and Clinic benefits Carpet $ $200 Emma Goldman X X Clinic * This total is an estimate provided by John Loomis of Loomis Construction, who has an intimate knowledge of the roof that is to be repaired. The cost breakdowns are estimates. Amount of private\agency\other funds $_4. non (a) Amount of CDBG funds $_~o. o00, (b) Total Project Funding $_~4. n(xo (c) (a + b) Number of persons assisted m~lR~ (d) (see question 18) Total cost per person $4.63 (e) (c + d) Total CDBG Cost Per Person $3 R6 (f) (b + d) 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. I Unskilled labor for painting , I ___20_=_ hours I x ~10 per hour= $200, , Total $200 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). John Loomis of Loomis construction has provided 10 hours of consultant time to us at no charge in helping us ascertain the steps needed for this project and in preparation of this grant application. Clinic volunteers will help in painting when the reconstruction is complete. 14. Does the proposed project pay property taxes? Yes No_Z 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? Yes _ZL ~ No If "yes", what is the percent of full taxes paid? _.3n~* and amount paid *This amount is what the Emma Goldman Clinic would pay the City of Iowa City for the full cost of our share of the budgets of the police and fire departments, making up 31.64% of the general fund. Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes ~v No Please explain. Local residents established the Emma Goldman Clinic in 1973. The Clinic moved to its current facility in 1985. We expect to remain in our current location and to continue to provide basic health care services indefinitely. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: ff funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: May 1, 2005 Bids let June 1, 2005 Bids due June 15, 2005 Preconstruction meeting July 1, 2005 Beginning of City Fiscal Year July 1, 2005 Project begins June 30, 2006 Project complete Since HCDC and the City Council will have completed their deliberations by May 1, 2005, if we are awarded CDBG monies for this project, we would like to begin the process of bid letting and awarding before the beginning of fiscal year 2006 so that we may begin the project on July 1, 2005. We know that projects like this take longer than anticipated and that working with various contractors and trades takes time. We want to be able to have as much of the summer and fall of 2005 as possible to complete this project before winter. We anticipate needing some of the next spring to complete finish work such as painting and recarpeting. It is at this point that we will be able to complete the aforementioned CDBG and accessibility and lighting projects. Section 4 - Impact[Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please descdbe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. The Emma Goldman Clinic is unique, as we are a non-profit health care facility whose services focus dn reproductive health care. We collaborate with the Free Medical Clinic and Planned Parenthood of Greater Iowa and refer clients back and forth for services. As we value the idea of not duplicating services, we are involved on a regular basis with other local agencies including Domestic Violence Intervention Program, Iowa Women's Foundation, Rape Victim Advocacy Program, United Action for Youth, and Women's Resource and Action Center. 48% of our clients are at or below 30% of median income, 68% of our clients are at or below 50% of median income and over 82% of our clients are at or below 80% of median income. Improvements to the front entrance to the Emma Goldman Clinic, the first impression of our facility, will facilitate confidence in the services provided to people living on limited incomes as outlined in the CITY STEPS document. Although this project is not directly accessibility or energy efficient lighting project, this project will allow us to complete the major component of our previous CDBG accessibility and energy efficient lighting projects. 18. List goal(s) of this specific project. In addition, please indicate the population t~ be ~wed by the proposed project according to the income categories shown in the Applicant Guide. (Please Note: If this application is funded, the Information in thi~ tehle will be used as income targeting for the CDBG Agreement). The goal of this project is to have a waterproof roof and complete the accessibility and lighting projects. Number between 0 - 30% median income _2.fifl~ ~ersons (a) Number between 31 - 50% median income _2_0..4.2, 3ersons {b) Number between 51 - 80% median income __Z3./. 3ersons (c) Number between 80 - 100% median income _5~8 ~)ersons {d) Number over 100% median income _3.~ ~ersons {e) Total _,5./8~. ....... persons (f) Percent LMI _8~ .5% (a + b + c) + f) Households or Number Persons with Hispanic Race Sewed Ethnicitv American Indian/Alaskan Native 37 6 Amer. Indian/Alaskan Native & Black/African American 9 9 American Indian/Alaskan Native & White 17 0 Asian 184 0. Asian & White 23 0 Black/African American 263 0 Black/African American & White 39 9 Native Hawaiian/Other Pacific Islander 0 0 White 4271 149 Other/Multi-Racial 291 127 Unknown . 52 N/A T~tal 5186 300 I Female Headed Households i 4111 I Number of Pemons/Households with D!_==_b!lltles 345/281 19. As accurately as possible p~ease describe how outcome data indicates that the project obiectives can be reel First, describe the outcome data or key elements the proiect is working towards (e.g. employment opportunities and increase in household income). Once the roof is fixed, the leak should be eliminated. This mil be indicated by seeing no drips in the front entrance or stains on the ceiling ti~es. We can then complete the lighting and accessibility portion of our previous CDBG grant. 20. Please discuss how these outcome data v~ll be met by the proposed project. This project should fix all leaks in the roof of the addition that is currently leaking into the front entrance. 21. On the attached map please indicate the ~ocation of the proposed public facility or the site where public services or job training will be offered. Section 5 - Capacity History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received w~thin the tast three City fiscal years and the status of the project(s) undertaken. (C/b/fiscelyearJuly 1 to June 30) Fiscal Year Funds Amount Expended Recv'd Budgeted Amount (as of 12131104) FY03 (July 2002 - June 2003) FY04 (July 2003 - June 2004) $23,000 $17, 593.14' FY05 (July 2004 - June 2005) .. *An additional $1,000 has been expended between January 1, 2005 and the date of this application. The Emma Goldman Clinic was awarded $23,000 in FY03 for a variety of accessibility and safety improvements. In trying to complete the flooring and energy efficient lighting portion of the project, we were stalled because the roof on the addition was leaking into the front entrance. We believed that caulking and other smaller repairs to the roof would stop the leak. After all planned repairs were completed; the leak wes slowed, yet not stopped. We cannot install the new lighting fixtures or automatic door opener, which is run by electricity, until the roof is totally repaired. Two other improvements that were part of this project are not complete. The widening of the current curb ramp from the parking lot to the sidewalk leading to the Clinic entrance is scheduled to be done in early spring. The other incomplete project is soundproofing of procedure rooms in the Clinic to create more pdvacy for clients. We found that changing one thing in the room is leading to other changes to accommodate the first change and we are still designing the over all plan before completing this portion of the project by June 30, 2005. 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes_~.._ No If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. The Emma Goldman Clinic has received a variety of grants, ranging in size from $100,000 from the Ford Foundation to $8,500 from the Alces Foundation. Grant sources and an independent auditor have been satisfied with grant administration, monitoring, and accountability systems put in place by the Emma Goldman Clinic. Karen Kubby, Executive Director of the Emma Goldman Clinic, will be the Project Manager for this project. She was the project manager for the previous CDBG grant. There are 40 hours of her time incorporated into this grant proposal for grant administration. She will hire, supervise, and direct the general contractor. Bid documents were sent out for the previous CDBG funded projects, all garnering some level of donation from each contractor. All projects have come in at or below the projected budget. When the City of Iowa City was audited, it was the Emma Goldman Clinic grant that was selected to audit. Everything was found in order. 192 EMMA GOLDMAN CLINIC Women's Health Project (319) 337-2112 227 N. Dubuque Street FAX (319) 337-2754 Iowa City, Iowa 52245 emmagoldman~avalon.net City Council 410 E. Washington St. Iowa City, IA 52245 January 15, 2005 Dear City Council, The Housing and Community Development Commission is in the process of deliberating their recommendations to you about the distribution of FY06 CDBG monies. The Emma Goldman Clinic has an application that is included in this process. CDBG assistance is being requested for us to completely rehabilitate the roof of the addition on the front of our facility. The roof is currently leaking into the ceiling of the fi:om entrance where electrical systems are housed. This project will repair these leaks and correct this safety issue. This leak prevents us from completing components of our previous CDBG funded project--an automatic door opener and energy efficient lighting for the front entrance. As this project does not increase the square footage of our facility and is not new construction, we are requesting that if the HCDC and the City Council approve our application, that you do so with a waiver of the requirement to include a 99 year conditional occupancy loan in our agreement. Instead, we request a 10 year declining balance loan, as we expect some repair to be needed on this new roof at that time. We welcome questions and comments about our proposal and this request. If you would like to arrange a tour before your deliberations, I would be delighted to host you. Please feel flee to call or email me with questions or to arrange a visit. In peace, Karen Kubby Executive Director 193 194 195 City of Iowa City FY06 Funding Request for Non-Housin 1. Name of Project: Free Lunch Fire Suppressant System over the Stove i JAN 2 0 2005 2. a. Total Amount of CDBG Funds Requested: $1777.00 b. Loan: $ 3. Name and address of applicant/organization: Free Lunch Program, c/o Wesley Center Did you attend the applicant workshop? X If yes, please cimle the date attended. December 16, 2004 January 12, 2005 4. Contact Person: Paul M. Shultz Phone Number: 319.338.!179 Fax Number: Email Address: wesley~ia.net 5. Location of proposed project: Wesley Center, 120 N. Dubuque Street, Iowa City, IA 52245 6. Check CITY STEPS Objective (check only one): Homeless Needs Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). The Free Lunch Program serves an average of over 100 meals a day, six days a week, m low- income people. We use the Wesley Center's kitchen to prepare the meals and we serve the meals in the adjoining dining room. We are seeking to replace our Fire Suppressant System that provides fire safety directly over the stove in the Free Lunch Kitchen. This is a public safety issue and is an integral fixture of the building. The mandated Fire Extinguishing System serving the Free Lunch stove has become obsolete and is no longer serviceable. We need to replace the current system xvith one that meets state fire prevention guidelines. Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one rnn~t applicable ~[OIJtltll~ and priority need level, as shown in CITY STEPS 2006.2010, Section IV. Strategic Plan). ~14enlth/Nlntritinnal Pnkllc Farili~ T ~'~ Priority Need Priority Need Level [High, Medium or Low) FY06 Non-Housing Application 1 96 ~,~ gra~t 2005 fire ,xlJ~gulsher System Though public facilities are a low priority, the Free Lunch Program deal with the high priorities within Public Service Needs of Health Services, Neighborhood Facilities (providing a drop-in centex for homeless persons in the area), while serving persons seeking to deal with homelessness, devdop job skills, and working through substance abuse issues. Please, also note, on page 115 of "City Steps," support for food and nutritional services for low- income residents is a short-term objective of the city. In surveys taken at Free Lunch, 62% of diners in January 2004 and 56% of diners in August 2004 state that the food they receive at Free Lunch is their largest nutritional meal of the day and/or week. 9. Tell us why this project is needed (include information from studies~research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. In 2004, the Free Lunch Program served over 32,000 meals to people from many of the sub- populations mentioned in the City Steps outline. Although the Free Lunch program requires no documentation from its participants, it is assumed that many people who attend the Free Lunch Program are chronic substance abusers, mentally ill, veterans and/or the elderly. Because of a shortage of places to congregate, many Free Lunch diners use our facilities not just at lunchtime, but also during the entire moming during which they eat breakfast and visit The Free Lunch Program has been a tenant of the Wesley Center for over 15 years and plans to remain in this location for many more years serving the nutritional needs of our guests. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC ot City staff. Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development- Non-profit (1% amortized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) _$1 .??? n('t -- R.q,,..~ y~ar cl~rlinirm, balance. Public Service Project (grant) We are requesting that the City Council grant a variance of their policy, sot that this be a 5-year declining balance loan. 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible FY06 Non-Housing Application 197 ~'~ ~ ~ ~' e~h~ wm~n Budget Breakdown {Include only those costs directlv related to the prelect.) Expense Category Type Status (e.g. salarfes, acquisition, rahab) List Source of If possible, please CDBG In- Cas prioritize the budoet Funds Other Funds Other Funds Kind Antic. Comm. Please place an 'X" in box that applies: Fire Suppression $1,777 $500 Electrician X X System (with labor) Removal of Old $ $90 Volunteer X X System Labor $ $ $ $ $ $ $ $ $ $ $ $ $ Total $1,777 $590 llll Amount of private~agency\other funds $__590 (a) Amount of CDBG funds $_1,777 (b) Total Project Funding $_2,367~ (c) (a + b) Number of persons assisted __32,000 meals annually__ (d) (see question 18) Total cost per person __$0.07 cents per meat (e) (c + d) Total CDBG Cost Per Person $__0.06 cents per meal (f) (b + d) 12. if volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor ~_9 hours x :$10 per hour = $90 Skilledlabor (_electrician ) i 10__ hours x $50. per hour = $500 , Total $590 FY06 Non-Housing Application 198 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). The Wesley Center works with contractors that will donate many of their services and sometimes products to helps us accomplish our important programs. 14. Does the proposed project pay property taxes? Yes__ No X 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? Yes__ No X If"yes", what is the percent of full taxes paid? % and amount paid $ Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No Please explain. The Free Lunch Program plans to continue providing services as long as possible. If we do not upgrade the fire suppressant system connected with the Free Lunch stove, we could be found out -of-compli,nce and fined by the Fire Marshall, who will hold us accountable to replace the system under an urgent timeline. Currently, we are in compliance but the suppressant system is out of date and is no longer serviceable. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). 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, 2005 Beginning of City Fiscal Year and Project Start Date August 1, 2005 Let Bids Out for the Project August 15, 2005 Open Bids and Award Contract Sept 15, 2005 System installed. Section 4 - Impact Beneflt to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. Although the Free Lunch Program does not provide employment to low-income persons, it does serve that population with food and hospitality. Our program serves as a kind of host for staff members of the STAR Program, the PATH Program and for the Nursing Outreach Program. FY06 Non-Housing Application 18. List goal(s) of this specific project. In addition, please indicate the population ~ be se~d by the proposed project according to the income categories shown in the Applicant Guide. (Please Note: If this application is funded, the information ~ will be used as income targeting for the CDBG Agreement). Number between 0 - 30% median income '~9 NON [,,,~,,l~,)._ persons (a) Number between 31 - 50% median income persons (b) Number between 51 - 80% median income persons (c) Number between 80 - 100% median income persons (d) Number over 100% median income persons (e) Total ~,9,NNN (~/eab) persons (f) Percent LMI I (a + b + c) + f) 19. As accurately as possible please descdbe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). The Free Lunch Program is working toward better serving the population that comes to us. Since one of our primary goals is serving low-income people, providing a safe and hospitable envirorLment is essential for staff and volunteers as well as the users. We also need to be in compliance with state regulations regarding fire prevention. 20. Please discuss how these outcome data will be met by the proposed project Updating the fire extinguishing system will immediately provide a safer environment for all persons involved, placing us in compliance with state fire prevent regulations. 21, On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered, 21_ census t~act, Section ,5 - Capacit3AHistory Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July I to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12131104) FY03 (July 2002 - June 2003) $39,000 $39,000 FY04 (July 2003 - June 2004) FY05 (July 2004 - June 2005) $3,000 $0 (all funds were expended by 1/14/05) 23. Is the applic, ant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including anyCDBG and/or HOME funded projects? FY06 Non.Housing Appfication 200 ,,~b~ ~.,t 200s ~,,~.,,~ Yes_~.._ No__. If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. With the help of City Staff, we have participated in CDBG funding before. We have the experience to work with the staff in moving through the correct process and providing appropriate documentation of the projects. FY06 Non-Housing Application 201 ppd~db~/cdl3g grant 2005 lira extinguishe~ System !. 202 lowa l lre Equipment Company 327 FIRST STREET IOWA CITY, IA 52240 PH: 319337.4434 3193373401'FAX 2800 DELAWARE DES MOINES, IA 50317 PH: 800.798.1440 January 13, 2005 Wesley Center Attention: Paul Schultz 120 N. Dubuque Street Iowa City, Iowa 52240 Dear Mr. Schultz, Thank you for the opportunity to provide you with a proposal for the new UL-300 listed wet chemical fire suppression system We would be installing a Rangeguard wet chemical fire suppression system capable of automatic and manual activation. We would be installing an electric mieroswitch in the control head of the new fire suppression system to facilitate the electric shutdown under the protected hood. It would · be your responsibility to contract a local electrician to make the proper connections. We would supply your electrician with a wiring diagram upon request. The total cost for us to complete the required scope of work as outlined would be $1.777.00 during noml business hours of 8:00 a.m to 5:00 p.m, Monday through Friday, using non-union labor. If the work would need to be performed outside of normal business hours the price would increase to $2,221.25. Our standard warranty of 90 days on labor and 1 full year on materials from the manufacturer would apply. We would require a 50% down payment upon acceptance of this proposal. The remaining balance would be due ten days following final invoicing with a 1.5% per month finance charge applied to any balance over 30 days until paid in full. PeJnfit fees and/or acceptance test fees are not included in this proposal and would be at an additional cost if required by local jurisdiction.  203 ffi Level 111 "With a commitment to Member Automatic Sprinkler Systems Customer Satisfaction' Since 1965 City of Iowa City FY06 Funding Request for Non-HousinttPro]e_ 1. Name of Project: Free Lunch and Free Medical Clinic Asbestos Remov~IL~t FloO~ Pto~ect 2. a. Total Amount of CDBG Funds Requested: $17,646 l- b. Loan: $ 3. Name and address of applicant/organization: Free ].u~ch ?rog~, c/o Wesley (3eater Did you attend the applicant workshop? ._.%_ If yes, please circle the date attended. December 16, 2004 January 12, 2005 4. Contact Person: ?au] M. Sbukz Phone Number: 31_9.338.1_170 Fax Number: Email Address: wesley~_~net 5. Location of proposed project: Wesley (3enter, 1_?.0 N. Dubuque Street, [ow~ CRT, ]_A_ 5?.24'5 6. Check CITY STEPS Objective (check only one): Homeless Needs __'X__ Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). ~.e Free f.tmch Pro.am serves ~m average otc over 100 me.ts a &¥, six days a week, to tow- iacome people. We use the Wesley Cent¢¢s Mtcbcn to prep~e the meals a~d we s¢~e ~e meals ia the adjoia~g dirdag room. ~1~¢ Frec M¢clical Cliz,Jc scrccs thous~mds ot provid~_g medical c~¢ to those without iasu~ance. The bu~ldiags housiag thc Free f.uncb ?toe. am aad the Free M¢~cal CIL~c a~¢ 40 to 50 yea~s old wi. th the odgiaal fleet-lag. This fleet'Jag is ia (ti~e need otc reDt~cemcnt. Unt'ot~-unatd¥, thc od¢~l tloorL~g is asbestos tiJe that w~s ia vo~e at the time, and we need to the die. TbJs is a public sa£ery issue with thc Lmprovements b~L~g an lateral ¢L~t~e otc thc bu[Miag. Section I - Need/Priority 8,Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the on ~ and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). __p.hlir l~arili~. T x~w FY06 Non-Housing Application 204 .~,~a~o~ ~n~ 2o~ ~ Pdority Need Priority Need Level (High, Medium or Low) Though public facilities are a low priority, the Free Lunch Program itself and the Free Medical Clinic deal with the high priorities within Public Service Needs of Health Services, Neighborhood Facilities (providing a drop-in center for homeless persons in the area), while serving persons seeking to deal with homelessness, develop job skills, and working through substance abuse issues. Please, note pages 113- 115 of "City Steps," which details the continuum of care for Public Service Needs. Page 115 indicates both continued support for health services and support for food and nutritional services for low-income residents is a short-term objective of the city. 9. Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. In 2004, the Free Lunch Program served over 32,000 meals and the Free Medical Clinic provided services to 2,034 people in over 5,900 visits from many of the sub-populations mentioned in the City Steps outline. Although the Free Lunch program requires no documentation from its pardcipants, it is assumed that many people who attend the Free Lunch Program are chronic substance abusers, mentally ill, veterans and/or the elderly. Because of a shortage of places to congregate, many Free Lunch diners use our facilities not just at lunchfime, but also dnrlng the entire morning during which they eat breakfast and visit. The Free Lunch Program has been a tenant of the Wesley Center for over 25 years and plans to remain in this location for many more years. The Free Medical Clinic, likewise, has been a part of the Wesley Center for over 33 years and will continue this relationship. The improvements made to this facility will benefit the guests and clients of both services for a very long time. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development- Non-profit (1% amortized loan) Public Facilities Project- Non-profit (99 yr conditional occupancy loan) ._$17,646 Public Service Project (granl) We are requesting that the City Council grant a variance of their policy, sOt that this be a S-year declining balance loan. 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. The budget breakdown should only Include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient FY06 Non,Housing Application 205 Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible PLEASE NOTE: The Houslnu and Community Development Commission may reauest a coDv of vour overall aaencv buduet. Budget Breakdown (Include only those costs directly related to the project.) Expense Category Type Status (e.g. salaries, acquisition, rahab) CDBG List Source of In- Cas If possible, please Funds Other Funds Other Funds Kind Antic. Comm. prioritize the budaet Please place an 'X' in box that applies: Floodng $9,178 Asbestos Abatement $8,068 $ Move Furniture and $ $ Other prep $ $400 Volunteer Labor X $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Amount of private~agency~other funds $ 400 (a) Amount of CDBG funds $_17,246 (b) Total Project Funding $_17,646 (c) (a + b) Number of persons assisted __37,940 (meals and visits) (d) (see question 18) Total cost per person _$0.47 cents (e) (c + d) Total CDBG Cost Per Person $_0.45 cents (f) (b * d) 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. I Unskilled labor 140 hours J x$1Operhour= $40o Total $400 FY06 Non-Housing Application 206 ~d~ m,~ ~00S,oo~w 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). The Wesley Center works with contractors that will donate many of their services and sometimes products to helps us accomplish our important programs. 14. Does the proposed project pay property taxes? Yes No X 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? Yes No N' If "yes", what is the percent of full taxes paid? __% and amount paid $ Section 3 - Feasibility 15. If funds are awarded, will the projectJprogram continue after the CDBG funds end? Yes ~' No Please explain, The Free Lunch Program and the Free Medical Clinic plan to continue providing services to our guests and clients as long as possible. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). 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, 2005 Beginning of City Fiscal Year and Project Start Date July 1, 2005 Let Bids Out for the Project July 15, 2005 Open Bids and Award Asbestos Abatement Contract August 1, 2005 Open Bids and Award Flooring Contract August 1, 2005 Abatement begins. Sept 1, 2005 Flooring installed. Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons, Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. Although the Free Lunch Program does not provide employment to low-income persons, it does serve that population with food and hospitality. Our program serves as a kind of host for staff members of the STAR Program, the PATH Program and for the Nursing Outreach Program. The Free Medical Clinic provides essential medical services to low-income and un-insured persons. FY06 Non-Housing Application 207 p~,~=~,o o~.t ~ ~ 18. List goal(s) of thi,s specific project. In addition, please indicate the population to h~..~.rw.d by the proposed project according to the income categories shown in the Applicant Guide. (Please Note: If this application Is funded, the Information ~ will be used as Income targeting for the CDBG Agreement). Number between 0 - 30% median income %7.940 (.,,,,h ..~ ,,iclt~.) persons (a) Number between 31 - 50% median income persons (b) J Number between 51 - 80% median income persons (c) I Number between 80 - 100% median income persons (d) Number over 100% median income persons (e) I Total %7.940 (,,,,,,z, ,,.,,t ,,~,.i~) persons (f) Percent LMI ~ (a + b + c) + f) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). The Free Lunch Program and the Free Medical Clinic is working toward better serving the population that comes to us. Since one of our primary goals is serving low-income people, providing a safe and hospitable environment is essential for staff and volunteers as well as the guests and patients. 20. Please discuss how these outcome data will be met by the proposed project. Renovating the flooring will immediately provide a safer more hospitable environment for all persons involved. A person's experience of the space will be more positive and uplifting. Currently, the flooring is uneven and present possible health hazard. 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. 21_ census tract. Section $ - Capacity History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12131104) FY03 (July 2002 - June 2003) $39,000 $39,000 FY04 (July 2003 - June 2004) FY05 (July 2004 - June 2005) $3,000 $0 (all funds were expended by 1/14/05 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? FY06 Non-Housing Application 208 ~o~ ~-~ ~0o5 ~ Yes X No . If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. With the help of City Staff, we have participated in CDBG funding before. We have the experience to work with the staffin moving through the correct process and providing appropriate documentation of the projects. FY06 Non-Housing Application 209 .x~ ~.t ~os ~ 210 Affordable Asbestos-Mold-Lead Removal, Inc. 123 East Grand, Suite B Monticello, Iowa 52:510 800-:597-0097 Jeff's Cell Phone: (:519) :561-4535 January 18, 2005 Wesley Foundation ATTN: PAUL SHULTZ 120 North Dubuque Iowa City, IA 52245 Phone: 319-338-1179 Fax: 319-341-0054 This letter is our bid in the amount of $8,068.00 for Asbestos Abatement at the above site. Our bid price shall remain in effect for a period of forty-five (45) calendar days. SCOPE OF WORK: Back Exit A) Approximately 81 square feet of floor tile. B) Approximately 109 square feet of mastic. $ :314.00 Caf6/Auditorium C) Approximately 1554 square feet 9 X 9 floor tile. D) Approximately 1554 square feet mastic. $ 5,128.00 fl. Stage & Exit Hallway next to Stage A) Approximately 700 square feet of 9 X 9 floor tile. B) Approximately 700 square feet mastic. $ 2,.310.00 III. Free Med. Clinic Office A) Approximately 96 square feet of floor tile. B) Approximately 96 square feet of mastic. $ 316.00 NOTE: Our bid is based on ali work being completed; otherwise our minimum fee for mobilization to do any job is $750.00. Our bid includes the costs ofprovidin& over and above the Scope of Work: · Notification to proper regulatory agency for asbestos removal only, · Disposal of asbestos at an approved landfill, 211 RETAIL WORKSHEET ,- mmam,,.~,...~ ~e 212 City of Iowa City FY06 Funding Request for Non-Housir 1. Name of Project: Employment and Training Center Air Conditioning JAN 20 2005 2. a. Total Amount of CDBG Funds Requested: $120,000 b. Loan: $120,000 3. Name and address of applicant/organization: Goodwill Industries of Southeast Iowa, 1410 S. First Avenue, Iowa City, Iowa 52240 Didyou attend the Applicant Workshop? Yes__ If yes, please circle the date attended. December 16, 2004 Ja~laE~.~J~. 4. Contact Person: Mike Townsend, Senior Vice President Phone Number: 319-337-4158 Fax Number: 319-337-7369 Email Address: mtownsend@goodwillseiowa, org 5.Location of proposed project: 1410 S. First Avenue, Iowa City, Iowa 52240 6.Check CITY STEPS Objective (check only one): Homeless Needs X Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project. Goodwill Industries is requesting funds to air-condition the production area in our Iowa City employment and training center. Architect estimates indicate that the project's cost is $150,000. We are requesting a loan of $120,000 - 80% of the total cost of the air conditioning project. Goodwill Industries has provided employment and training for persons with barriers to independence at our center on First Avenue in southeast Iowa City since 1968. Over the years, the condition of this building has deteriorated. In addition, the working environment is not adequate. The excess revenue over expenses produced by our retail stores is not sufficient to allow us to make necessary improvements. Consequently, we have undertaken a capital campaign to raise $780,000 to renovate the Iowa City employment and training center. The project, when completed, will allow us to create a more efficient, effective and safe working environment. We have raised $340,000 in the first 12 months of the campaign, but will have difficulty reaching our goal of $780,000. Therefore, we are requesting a CDBG loan to assist with a piece of the renovation project. Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfleld Housing Market Analysis. (Please specify the one mo.~t '' and priority need level, as shown in CITY STEPS 2006-2010, Section IV, Strategic Plan). FY06 Non-Housing Appfication 213 ppdcdbg/fy06 nomhousing app with blanks doc 1) . _. 1)Low 2) ~ 2) High 9. Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. Goodwill Industries provides employment and training services for individuals with a variety of barriers to independence at our center in Iowa City. CITY STEPS indicates that Employment Training is a HIGH priority. All of the individuals receiving center-based services have a disability. More and more of these individuals receiving services have medically fragile conditions that make it difficult or unsafe for them to work in an area that is not air-conditioned on hot and/or humid days. Air-conditioning the training area of the center will greatly improve accessibility to the working environment for these individuals and allow them to work and receive vocational training during hot-weather days. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development - For-profit (3% amodized loan) Economic Development- Non-profit (1% amortized loan) Public Facilities Proiect - Non-orofit ~conditional occupancy loan) __$120,000__ __15__ Public Service Project (grant) 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible. PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget. Budget Breakdown Expense Category Type Status (e.g. salaries, acquisition, rehab) CDBG List Source of In- If possible, please Drioritizethe budoet Funds Other Funds Other Funds Kind Cash Antic. Comm. Please place an "X' in box that applies: Purchase and $120,000 $30,000 Goodwill's installation of air reserves conditioning. X X FY06 Non-Housing Application 214 ppdcdbg/~y06 non-housing app with blanks.doc $ Amount of private\agency~other funds $ 30,000 (a) Amount of CDBG funds $ 120,000 (b) Total Project Funding $ 150,000 (c) (a + b) Number of persons assisted during the first year 73 (d) (see question 18) Total cost per person assisted during the first year $ .2,055 (e) (c + d) Total CDBG Cost Per Person $ 1,644 (f) (b + d) 12. If volunteers are used pleaSe describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor hours x $10 per hour = $ N/A Skilled labor ( ) __ hours x $ per hour = $ Skilled labor ( ) __ hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) , hours Ix $ per hour = ' $ Total $ 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). None 14. Does the proposed project pay property taxes? Yes No X 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? Yes No X if "yes", what is the percent of full taxes paid? % and amount paid $ Section 3- Feasibility 15. If funds are awarded, will the projectJprogram continue after the CDBG funds end? Yes X No__ The air conditioning project is a one-time request. The employment services provided in the building are ongoing and are purchased by governmental funders. These funds appear to be relatively stable. In addition, we have no plans to leave this facility. We estimate that the air conditioning will have a useful life of 15 years. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or applica- tion(s) for other funding). Please Note: if funded, this schedule will be used for any project agreement for the use of CDBG funding. FY06 Non-Housing Application 215 ppdcdbg/fy06 non-housing app with blanks doc We would open the project for construction bids after July 1, 2005 and complete the project before May 2006. Date: Description of Activity: July 1, 2005: Beginning of City Fiscal Year and Project Stad Date July 1,2005 - May 31, 2006: The CDBG funds would be spent over the FY05 time period. Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. Our employment and training services are coordinated with a variety of community agencies. Typically, we work with a funding source such as the Iowa Division of Vocational Rehabilitation Services and Johnson County MH/DD. A residential service, such as Systems Unlimited or Reach For Your Potential is usually involved. We also work closely with advocacy groups such as the National Alliance for the Mentally III. We also work with many local businesses with whom we contract to perform their work, such as Rockwell Collins and North Liberty Plastics. Many local businesses have also hired graduates of our training program. 18. List goal(s) of this project. In addition, please indicate the population tn h~..~¢.rvc, d by the proposed project according to the income categories shown in the Applicant Guide. (Please Note: If this application is funded, the information JQ_tbJs_[abJ~ will be used as income targeting for the CDBG Agreement). Number between 0 - 30% median income __ 60 persons (a) Number between 31 - 50% median income __ 5 persons (b) Number between 51 - 80% median income __ 8__ persons (c) Number between 80- 100% median income persons (d) Number over 100% median income persons (e) Total __73 persons (f) Percent LMI __100%_ (a + b + c) + f) /The Center-based Employment goal and objectives are contained on the attached Goodwill Outcomes Measurement document.] 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). (See #20) 20. Please discuss how these outcome data will be met by the proposed project. Goal: The project goal is to provide a safe, comfortable work environment for current and prospective clients receiving employment and training services at the Cedar Rapids employment and training center. FY06 Non-Housing Application 216 ppd~bg/fy06 .omhousing app with blanks.doc Objective: Install air-conditioning in the 15,000 square foot production area at Goodwill's employment and training center. Outputs: Improve the work environment for 65 individuals with a disability receiving employment and training services and eight staff persons (five of whom have a disability) who work with our participants. Outcomes: Improved quality of work environment for the individuals receiving center-based employment and training services at Goodwill Industries. the location of the proposed public facility or the site where public services or job 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Section 5 - Capacity\History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31/04) FY03 (July 2002 - June 2003) $78,650 $78,650 FY04 (July 2003 - June 2004) FY05 (July 2004 - June 2005) $8,000 $4,000 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No __. If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. During the last 20 years, Goodwill Industries has received and successfully implemented more than 50 grants to fund projects and services. Among these projects are 12 grants from Iowa Division of Vocational Rehabilitation Services, six supported by State of Iowa MH/DD funds, four from the City of Iowa City, six from the HalI-Perrine Foundation; one Dole Foundation, one Carver Charitable Trust, and eight Community Development Block Grants. Goodwill has successfully administered programs funded in part by the United Ways of East Central Iowa and Johnson County. In addition, Goodwill has successfully operated the Center-based Employment and Training program since '966. Due January 20, 2004 by 12:00 noon - No Exceptions FY06 Non-Housing Application 217 ppdcdbg/fy06 non-housing app with blanks.doc 218 CENTER BASED TRAINING and EMPLOYMENT Goal: To provide employment and training for individuals who choose to work at one of Goodwill's locations. This service is designed to increase independence through the medium of remunerative work. These services are often long-term. Center-based Services include three components that may be chosen by program participants: Work Adjustment, Skills Training, and Center-based Training. "Center" shall be defined as Goodwill's centers at 1410 First Avenue, Iowa City, at 1441 Blairs Ferry Road, Cedar Rapids; its retail stores in Cedar Rapids, Coralville, Iowa City, Muscatine, Davenpod, Bettendorf, Moline, Rock Island and Washington; and its Employment Services offices in Eastdale Mall in Iowa City. Objectives Measures Who Applied Time of Min. Ex- Target Result Result Extenuat- To Measure pectancy 2003 2004 lng Issues Obtain % who obtain All terminees 90 days after supported supported termination 60% 70% 68% 66% None employment employment Obtain Average All obtaining 90 days after reasonable hourly wage supported termination $5.50 $6.00 $5.88 $6.22 None supported employment wage Maximize Average All participants Last pay facility based hourly wage period of $3.25 $3.50 $3.76 $3.81 None earnings report period Minimize Average cost All participants At end of program cost for the report report period $3,100 $2,900 $2,766 $2,913 None period per participant Maximize Scores on All participants At semi- client client annual 3.25 3.5 3.6 3.5 None satisfaction satisfaction staffings surveys Definitions: Supported Employment: permanent, community based, employer or contractually paid employment. Supplemental Information: Number in program (last day of report period). 186 Number on waiting list (last day of report period). 169 (all in CR) on the list for evalJtraining.. Number of persons with (primary): M.R./D.D. 125 MI. 78 T.B.I. 33 P.D. 51 Disadvantaging condition 10 Analysis: Results are in line with expectations. Wages for supported placements and work services are up, as expected, due to increases in the prevailing wages caused by Iow unemployment. Cost per participant is also up slightly. Recommendations: Procure even more industrial subcontract work as called for in the Strategic Plan and develop new enclaves to reduce the lengthy waiting list in CR. Revised: 2/01 249 GOODWILL INDUSTRIES of Southeast Iowa // Goodwill Works. Januaw 20,2005 Iowa City City Council 410 East Washington Street Iowa City, Iowa 52240 Dear Council Members: We have submitted an application for a FY06 CDBG funded loan of $120,000 to assist with the air conditioning of the production area of our employment and training center located at 1410 S. First Avenue in Iowa City. We are requesting that these funds be allocated in the form of a Declining Balance Loan as the improvements depreciate over a useful life of 15 years. We appreciate the support that the City of Iowa City has provided to Goodwill Industries over the years and thank you for your consideration of this request. Sincerely, ~ Mike Townsend SeniOr Vice President 1410 South First Avenue A PO Box ]696 iowa City, iowa 52244 A United Way Asen( Telephone 319-337-4158 220 Fax 319 337 7369 www ~,oodwillseiowa ol 9 C ty of Iowa CIty FY06 Funding Request for Non-Housing/ P je.cts' ' · i 1. Name of Project: Accessibil~ Renovation for AIiber/Hillel Jewish Student Center 2. a. Total Amount of CDBG Funds Requested: b. Loan: $29,968 ~ "'~'- ' 3. Name and address of appli~nForganization: Gerald L. Som~n, Executive Di~ctor, Unive~ of ~owa Hillel Foundation fl~d-the~nt workshop? ~es_ If yes, please circle the date attended. ~~o~~~~L. Sorokin Ja~ua~ 12, 2005 Phone Number: 3~9-338-0778 Fax Numar: 319-338-1482 Email Address: gemld-somkin~uiowa.edu 5. Lo~tion of proposed project: Aliber/Hillel Student Center, 122 E. Manet St., Iowa CEy, IA 52245 6. Check CI~ STEPS Obje~ive (check only one): Homeless Needs Public Facility Needs Public Se~ice Needs E~nomic Development Needs 7. BHef summa~ of the proposed project (please lim~ response to a paragraph). Section 1 - NeedlPriori 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CI~ STEPS plan and the Ma~eld Housing Manet Anal~is. (Please s~ci~ ~he one mo~t ae~licable p~oHW need and pHoH~ need level, as shown in Cl~ STEPS 2006-2010, Sec~on ~, Stm~gic Plan). Accessibility Needs High Priority Need Priodty Need Level (High, Medium or Low) 9. Tell us why this projec{ is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. The Aliber/Hillel Student Center was constructed in 1970 according to standards of accessibility that ara long out of date. Although the building is owned by an organization with a raligious interast aimed at Jewish students (Iowa B'nai B'rith Hillel Foundation, Inc.), much of the use of the building is for non-religious activities open to the public or to other organizations. Numerous Iowa City organizations utilize the facility for public educational programs, staff training, music and arts, and social and racreational activities. Individuals having any of a wide range of disabilities face barders to entering the building, using restraoms, moving between the two levels of the building, and even using the lower level at all. To meet Hillel's stated commitment, namely welcoming the participation of all individuals in community, oriented programs in an accessible facility with a supportive environment, significant modifications to the facility are needed immediately. These changes will facilitate use of the facility by a broad range of groups, which will benefit the community at large. FY06 Non-Housing Application 221 ppdcdbg/iowa h{llel fy06 non-housing app Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that ali loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development - Non-profit (1% amortized loan) Public Facilities Project- Non-profit (99 yr conditional occupancy loan) _$29,968__ __99*__ Public Service Project (grant) *Please note: we are requesting a declining balance loan from Iowa City Council to account for the depreciation inherent in the building renovations. 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rahab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the soumes, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible PLEASE NOTE: The Housln~l and Communlt~ Development Commission ma~ request a copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the 3roject.) Expense Category Type Status (e.g. salaries, acquisition, rahab) CDBG List Source of In- If possible, please Funds Other Funds Other Funds Kind Cash Antic. Comm. prioritize the budget Please place an "X" in box that applies: Power Entry Door $2,200 $ Opener Unisex Accessible $3,768 $ Restroom Demolition, Painting $ $2,639 Volunteer Labor X X Renovation of $7,500 $7,453 Pdvate Gifts X X Additional Restrooms Building Permits, $ $1,740 Agency Funds X X Plans, Tax (rastrooms) ChairLift sg, o00 $9,000 Pdvate Gifts X X New Entryway, Stairs $7,500 $26,187 Private Gifts X X GeneraI Requirements, $ $14,550 Pdvate Gifts X X Entryway FY06 Non-Housing Application 222 ppdcdbgliowa hillel fy06 ncn-housing app Amount of pdvate\agency~other funds $ 61,569 (a) Amount of CDBG funds $ 29,968 (b) Total Project Funding $ 91,537 (c) (a + b) Number of persons assisted 500 (d) (see question 18) Total cost per person __$183 (e) (c + d) Total CDBG Cost Per Person $ 60 (f) (b + d) 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor--demolition, 264 hours x $10 per hour = $2,640 painting Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Skilled labor (. ) hours x $ per hour = $ Skilled labor ( ) __ hours x $ per hour = $ Total $2,640 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). 14. Does the proposed project pay property taxes? Yes__ No X If yes, what is the estimated value of taxes generated from this project? $. If property taxes ars not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes__ No X If "yes", what is the pement of full taxes paid?__% and amount paid Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No Please explain. We anticipate the renovation project to take two years to complete, 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: June 1,2005 Apply for building permits for door opener and restroom renovations July 1, 2005 Beginning of City Fiscal Year and Project Start Date July 1, 2005 Initiate demolition work in upper level restrooms July 1, 2005 Install power door opener, renovate upper level restrooms (unisex and women's) July 1, 2005 Begin front entryway reconstruction FY06 Non-Housing Application 223 ppdc~b~owa hlllel fy06 non-housing app July 15, 2005 Initiate demolition work in lower level restmoms August 1, 2005 Renovate lower level restrooms August 31, 2005 Complete renovation project Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. The Aliber/Hillel Center ("Hillel") is used by the Jewish campus community at the University of Iowa, but also by community organizations on campus and in the general Iowa City area. Indeed, Hillers most important function is helping studen~ organize, publicize, and carry out programs serving the interests of the campus Jewish community and the local, national, and global communities at large. We aim to maximize connections among diverse communities by stimulating a range of programming that emphasizes religious, ethnic and political pluralism. The Center's location within walking distance of downtown Iowa City and the University campus, combined with its wide range of adaptable facilities that may be used for educational, social, and other purposes, have helped to draw groups into the building. Examples of organizations using the facility include the following: · The Johnson County chapter of the National Alliance for the Mentally Ill* keeps its office in Hillel and uses the building for staff meetings, volunteer training sessions, and discussion groups for persons with mental illness and their families and caregivers. · The Emma Goldman Clinic and the Women's Resource and Action Center hold staff and volunteer training in our classrooms. · Several children's groups, including Janet Schlapkohl's Country Camp*, The School for the Performing Arts, and the Willowwind School choir, use the building for educational, recreational, and performance purposes. · Student organizations, including AEPi and AEPhi (a fraternity and sorority, both of which lack their own house), meet regularly in the facility. · The Princeton Review Company holds test preparation courses for pre-medical and pre-law students. Individuals affiliated with these and other groups are severely limited by Hillel's entrance doors, restrooms, and stairways between levels. It is also noteworthy that there is abundant space in the building that would lend itself to extensive community use. However that space is on the lower level and is completely inaccessible to individuals who cannot easily navigate stairways. Finally, the tremendous private financial support of citizens from the greater Iowa City area--which dramatically leverages the requested CDBG funds--is further evidence of the importance of the Aliber/Hillel Center to the larger community. *Please see attached letters from Joanna Mouming of NAMI and Janet Schlapkohl of Country Camp. FY06 Non-Housing Application 224 p~cdbg/~ow8 hillel f,/06 non.housing app 18. List goal(s) of this specific project. In addition, please indicate the population to be served bythe proposed project according to the income categories shown in the Applicant Guide. (P/ease Note: If this application is funded, the information in this table will be used as income targeting for the CDBG Agreement). Since this is an accessibility application, the LMI percentage is not considered. We estimate that 500 individuals use the building each year. It is very difficult to assess the income level of users, especially considering the fact that a large percentage of users are full-time students. Of the 500 total users, a substantial number are disabled. According to 1990 census data, approximately 7% of Johnson County residents were classified as disabled. Considering that some of the organizations using the facility focus on disability issues, the pementage of Hillel users who are disabled is probably higher than 7%. Number between 0 - 30% median income persons (a) Number between 31 - 50% median income persons (b) Number between 51 - 80% median income persons (c) Number between 80 - 100% median income persons (d) Number over 100% median income persons (e) Total persons (f) Percent LMI (a + b + c) + f) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). Assessing the outcome data is straightforward: does the facility provide access to individuals of all abilities? By renovating the building to provide a power entry door, a fully accessible (unisex) restroom, and a lift that enables individuals to move between the floors, we will achieve the desired outcomes. 20. Please discuss how these outcome data will be met by the proposed project. The project addresses the most significant accessibility problems in the building. If fully implemented, those problems will be reduced drastically. 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Section 5 - Capacity History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July I to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31/04) FY03 (July 2002 - June 2003) 0 0 FY04 (July 2003 - June 2004) 0 0 FY05 (July 2004- June 2005) 0 0 FY06 Non-Housing Application 225 p~dcdb~/iowa hi,e~ non-ho~n~ =pp 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes __ No . If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. Not applicable 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. The Iowa B'nai B'rith Hillel Foundation, Inc., was incorporated almost sixty years ago, and has been operating in its current facility since 1970. The organization is overseen by an active volunteer board, which supervises the executive director and oversees the budget and fundraising activities, as well as a building committee, which takes primary responsibility for maintaining the facility. The local foundation is affiliated with a national organization (Hillel: The Foundation for Jewish Campus Life), which granted Iowa Hillel full accreditation in 2003 and requires regular reports on fiscal management and operations. In addition, both Hillel's Schusterman International Center and various other organizations issue grants and financial allocations that the executive director manages and monitors. Building renovations in the past six or seven years--including roof repairs and updates of the heating, ventilation, and air conditioning systems--have been carried out in a timely manner and in strict accordance with budgets. FY06 Non-Housing Application 226 ppdcdbg/iowa hlllel fy06 no~-hou~lng app 01110105 -~ Proposal ' BARTEN Gerald L. Sorokin 3 ~ 5 ~,~ST f~s'r S'rRe~ Iowa HIIlel House t22 East Market St. ~ow^ c~w, iOWA 52Z4O Iowa City, Iowa 52245 3 I ~J-35 1-4452 Re: Bathroom Remodel COMMERCIAL Batten Building Services, Inc. is pleased to present the following proposal for the remodel of the four existing bathrooms per our discussion. RESIDENTIAL We will provide all necessary labor, equipment, materials, supervision, permits, statutory insurance and INDUSTRIAL applicable taxes to complete our scope of work not to exceed 23,100. Twenty three thousand one hundred. General Conditions - building permit, plans, tax, general supervision 1,740 Remove and dispose of sinks, counters, bathroom partitions 1,350 Supply and install new welded vinyl floodng in a standard color. 3,815 Remove and reinstall all stools, supply new wall mount sinks and faucets. 4,295 Furnish and install four hollow metal frames and wood doors with hardware. 4,485 Prime and paint bathroom walls and ceilings one color complete. 1,289 Furnish and install new bathroom partitions in three bathrooms simililar to existing. 3,651 Sub total 20,625 P/O 2,475 .-, Total project 23,100 One bathroom to be converted to a handicap unisex bathroom. Furnish and install grab bars. Furnish and install one hacap compliant stool. No bathroom partitions will be installed. We appreciate the opportunity to provide you with the above proposal. If you have any questions please feel free to call me anytime. Pat Batten Barten Building Services, Inc, 227 01110105 ~ z_ Budget BARTbN Gerald L. Sorokin .3 I 5 ~.AST FIRST STRE:~-"'r Iowa Hillel House 122 East Market St. IOWA CITY, IOWA 5;:'240 Iowa City, Iowa 52245 3 19-35 1-4452 Re: General Remodel of existing building COMMERCIAL Barren Building Services, Inc. is pleased to present the following budget for the remodel of the above mentioned property. This budget is based on construction experience and on discussions with subcontractors and suppliers. RESIDENTIAL Scope of work is per our discussion and shown on the plans. INDUSTRIAL Accessibility from front entry to all levels. Div. 1 General Requirements- 14,550 General supervision, protection, clean-up, tax; equipment, trash temporary services, crane, building permit, design fees. Div. 3 Concrete Concrete footing and walls 1,500 Concrete llatwork 3,500 Div. 4 Masonry 3,500 Div. 5 Metals - Stairs and one beam at lower stair. 8,200 Div. 8 Doors and Windows Curtain wall 6,200 Automatic operator on rear door. 2,200 Div. 9 Finishes Flooring 1,800 Acoustical ceiling 800 Div. 10 Specialties Chair lift 16,000 Div. 15 Plumbing HVAC ! Div. 16 Electrical 2,100 Subtotal 60,350 Overhead 4,828 Profit 3,259 Total project 68,437 We appreciate the opportunity to provide you with the above budget and look forward to working with you in the near future. Pat Barten Barten Building Services, Inc. 228 '2' 229 NAMI3C 319-337-5400 National Alliance for the Mentally Ill of 3ohnson County P.O. Box 3087 Iowa City, Iowa 52244-3087 namijohnsoncountyOyahoo.com Dear Iowa City Housing and Community Development Committee, ! am writing to encourage you to support the funding request made by the Hillel Foundation to make their building handicapped accessible. The Hillel Foundation has generously donated office space to the National Alliance for the Mentally III of .lohnson County (NAMI3C). In most ways the Hillel House is an ideal environment for NAML1C to serve the public. Since ~luly, when NAML1C moved into the space, we have conducted several of our classes to individuals and families affected my mental illness, we have offered one-on-one counseling to individuals affected by mental illness, we have conducted a fundraising training, we've co-sponsored meetings with a University of Towa affiliate of NAMT, have held an agency open house, and have been conducting the day to day operations of NAML1C. The use of the Hillel House has allowed NAML1C to work more effectively as a community agency now that we are centralized in one location. The only barrier we have faced using the Hillel House is when we have served individuals with a physical disability. We were unable to meet with a client in the NAML1C office because she was unable to use the stairs that lead to the lower level of the Hillel House where the NAM[3C office is located. We have had older clients using our services who have found it difficult to navigate the stairs to our office. The Hillel Foundation has been uniquely generous to the public in allowing groups to use their building at no cost. It is clear that the Hillel Foundation's mission is to support the community at large. By granting the Hillel Foundation the funds for making their building handicapped accessible, you will further their ability to do so. Sincerely, ........ a Mouming (~ Executive Director, NAMUC 319,337.5400 namijohnsoncou nty@ya hoo.com 230 3418 Osage St. SW Iowa City, IA 52240 January 19, 2005 To Whom it May Concern, I am writing to let you know that my camp, Country Camp, used the Hillel House facility in Iowa City in the smmner of 2004 for ten weeks, for our morning gatherings, drop-off and pick-up and special events, including a large film festival. The camp is in its eighth year and we were delighted with the facility, particularly with the friendly, courteous and helpful staff, and knowledgeable director Gerald Sorokin. We found the location in downtown Iowa City advantageous and only wish that the space, particularly the basement area, had better accessibility and the overall space had better parking and entrances. It was tricky to see when parents were arriving, with the design of the entrances. There isn't a clear view of the parking lot, and it required a staff member to mn in and out and call for children. While there is much classroom space, parking was always at a premium and we did our best to shuffle in and out of spaces. My lowest estimate is that we paid the City of Iowa City over $125.00 in parking violations and fines for our staff of 6 persons, despite our best (and crazy) efforts to keep meters plugged. (This included a towing fine). While neighboring buildings tolerated our big 15 passenger van precariously navigating in and out of very tight spaces, more room would be better! Our camp used the basement and there is no elevator. In the beginning of the summer, during the second week I broke my foot playing tag with the children. The lack of an elevator became immediately obvious! Another mother tore her patellar tendon during a slow-pitch softball game and was in a full leg cast thus, unable to come downstairs to see her son's projects. Another mother simply had "bad knees" and had to wait at the top of the steps for her child to bring his belongings upstairs, ot~en sending him back down again to retrieve items she remembered, but he had forgotten. We have a film festival at the end of camp, and were able to crowd everyone into the basement. However, many parents had to walk several blocks to attend, and then had to race out before we served refreshments to plug meters. 1 applaud the staff and director for maintaining a clean, safe and welcoming environment. I hope there are methods of improving upon the aforementioned difficulties. Respectfully yours, Janet Schlapkohl 231 i o ili,:,o . Aliber/Hillel Jewish Student Center at The University 0f Iowa Iowa City, tA 52245-173o Phone: (3~,9) 338-o778 Fax: (319) 338q482 Ernail: hillel@uiowa.edu www. iowahilleLor§ Gerald L. Sorokin EXECUTIVE DIRECTOR Tall Ariav I)&~. 1/19/2005 JEWISH SIUDENI LIFE JulianneC°°RmUAT°Rsaine ?o, City Council, City of Iowa City ~ JEWISH CAMPUS SERVICE Fgffi: Gerald L. Sorokin, Executive Director CORPS FELLOW ~: Request for Policy Variance lacqueline Wallner Misia Tarica-Lechter STUDENT CO-PRESIDENTS GOWRm,G BO^RO The University of Iowa Hillel Foundation has applied for a Community Development Block Grant. The grant is to be used to help offset the cost Susan ^ssouline of building renovations, which will increase accessibility at the PRESIDENT Aliber/Hillel Center--in particular, the entrances, restrooms, and travel Steven Green between levels of the building. Since these renovations will depreciate VICE PRESIDENT over time, I wish to request that, if the grant is issued, it be in the form of a Michael Balch declining balance loan to be depreciated over 10 or 15 years. TREASURER I would welcome feedback from City Council. Please feel free to contact layne Sandier S~C,eTAR¥ me. Thank you very much. Natalie Denburg lira £stin Ron Farber Mark Finkelstein Doug Jones Aviya Kushner irwin Levin Peter Nathan Paul Retish Steve Robbins Gene Savin Susan Simon Osnat Stramer Scott Temple Craig Zwerling 232 City of Iowa City FYO6 Funding Request for Non-Housi ng Proj _. 1. Name of Project: Broadway Building Improvements ....... 2. a. TotalAmountofCDBGFundsRequested:$63,245 ~ti JAN 20 ~{}05 b. Loan: $63,245 J U,[ ~ Name and address of applicant/organization: Neighborhood Centers of Johnson County 2105 Broadway Street P.O. Box 2491 Iowa City IA 52244 Did you attend the applicant workshop? ,/If yes, please circle the date attended. December ! 6, 2004 ,/January 12, 2005 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: 2105 Broadway Street - Broadway Neighborhood Center 6. Check CITY STEPS Objective [check only one~. Homeless Needs ,/ Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph]. We are requesting assistance with the repair and upgrade of child care program and supporting community and office space at the Broadway Neighborhood Centers. The primary components of the project included: I) replacing classroom cabinets, countertops and repairing floors and rotting door frames to outside; 2] adding cabinets and sink to downstairs aRerschool classroom; 3] replacing carpet and tile in library and entrance; 4] replacing sink and cabinets in the upstairs bathroom; 5] replacing cabinets and counters in upstairs kitchen; 61, adding built-in office '~ood" space for childcare, youth and parent support sta~ and 7] repair 900 square feet of broken concrete in parking lot. Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable prioriW_ need and priority need level, as shown in CITY STEPS 2006-201 O, Section IV. Strategic Plan]. Child Care High Priodty Need Priority Need Level (High, Medium or Low) Child care is the priority need that we will feature in this proposal. However, this request broadly impactS two areas of community needs outlined in City Steps: Neighborhood Facilities and Public Services. More specifically, we are a neighborhood facility that provides child care, youth services FY06 Non-Housing Application 233 ppdcdbg/cdbg 2006nonhousingapp (including licensed afterschool and summer day camp} and adult education to Iow-income residents of Iowa City. Child care has become an increasingly important element in achieving social, emotional and academic success for Iow-income children and self-sufficiency for their parents. The importance of child care in the success of Iow-income families became most apparent during the sweeping public policy reforms of the 19?Os. Both state and federal welfare reform measures have had a tremendous impact on the demand for child care for Iow-income families moving off welfare and into the workforce. During this transition period Neighborhood Centers responded by adding I00 spaces in child care in 1996-97. But the challenges of child care do not end with the opening of a classroom. The barriers to success for Iow-income children have been well established. Children from Iow- income families are at greater risk for hunger, abuse and neglect. Concurrently, they have less access to quality child care or other early education program. Their early experiences in the home, the neighborhood, in child care, and in early education programs such as pre-kindergarten and kindergarten all affect how successful they will be later in life. (Hernandez, Donald, J., 1995. "Changing Demographics: Past and Future Demands for Early Childhood Programs," The Future of Children] Providing quality child care programming is a top priority for Neighborhood Centers. A portion of that quality is derived from our classrooms and playgrounds. Unfortunately, with child care programs generating such significant losses for the agency, funding capital upgrades to our facilities is very challenging. 9. Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. Johnson County and Iowa City are undergoing some significant changes. As ramifies with high- needs continue to make our neighborhoods their new home, we are aware that we must act to help make their transition successful, particularly for young children. The Broadway neighborhood is at the forefront of the challenges this transformation brings. Unfortunately, the space capacity at the Broadway Neighborhood Center has not increased in the past 15 years, while programming demands and use of space have tripled in the past 10 years. The Broadway building has a tremendous amount of usage and traffic in classrooms, common space and offices. We are requesting the support of CDBG to help keep our classrooms, offices and community space safe and inviting. Increasing Need in the Broadway Neighborhood In 2000, the Chicago housing authority embarked on a massive plan for transformation of its high- rise pubfic housing developments into mixed-income communities. This massive effort has radically reduced the stock of available housing for Iow-income Chicagoans. As a result, hundreds of displaced residents have moved to less urban communities throughout Eastern Iowa - Johnson County has been a primary destination. (See attached articles from the Des Moines Register and Cedar Rapids Gazette] At a state level the Iowa State University's Office of Social and Economic Trend Analysis reports 49% of all people 16 or older moving to Iowa from 1995-2000 reported incomes of $15, 000 or less. Oualitative data from educators and human service agencies would suggest this trend has accelerated since 2000 and is even more significant in eastern Iowa's more populated counties. Locally, the Iowa City Housing Authority reports that combined appfications for housing vouchers and public housing from Illinois residents have increased 230% from the first quarter of 2002 to the second quarter of ZOO4. Over that same period, 3?9/0 (n= 1070] of all the applications for housing assistance have come from Illinois residents. In addition, 68% of housing assistance applications are from families with children. The Broadway neighborhood is where many of the newcomers begin their residency in Johnson County. According to Iowa City Housing Authority statistics, just over 81% of Iowa City's Iow-income housing is located in the few city blocks that represent these three neighborhoods. FY06 Non-Housing Application 234 ppdcdbg/cdbg 2006nonhousingapp While the community has welcomed these new residents, the transition has been equally challenging for both the community and the new neighbors. Families moving into these neighborhoods are often seeking respite from very chaotic and violent environments to make a better life for their families. Unfortunately, some of the survival techniques that children and families adopt in crime and drug ridden neighborhoods forge a reliance on violence as a primary tool for resolving conflict and instill a sense of indifference towards schools and a mistrust of police. The ironic result is a re-creation of the some of neighborhood characteristics they are seeking to leave behind. Fortunately, Iowa City has a long and successful history of providing support and building community in Iow-income neighborhoods. With the support of CDBG, Neighborhood Centers will continue to provide support and education to children and families.. Section 2 - Leveraging Resources 1 0. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms ~circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development- For-profit (3% amortized loan) Economic Development - Non-profit ( 1% amortized loan) Public Facilities Project - Non-profit JDeclining balance loan) ~ 10 Public Service Project {grant) 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project, Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects, The budget breakdown should only include those costs directly related to the project For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project, Please include the cost of an audit for any organization that expects to receive over $ 500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs ~Vhenever Possible PLEASE NOTE: The Housincj and Community Development Commission may request a copy of your overall acjency budget. Budget Breakdown Ilnclude only those costs directly related to the project.} Expense Category Type Status (e.g. salaries, List Source of acquisition, rehabJ CDBG In- If possible, please Funds Other Funds Other Funds Kind Cash Antic. Comm. prioritize the budget Please place an "X' in box that applies: Replace two exit doors $ 7, 195 $ and repair screens and awnings at Broadway Carpet and tile $20,977 $ 2,000 Local funds X X replacement at Broadway FY06 Non-Housing Application 235 ppdcdbg/cdbg 2006nonhousingapp Add and replace $29,673 $ 5,000 Local funds X X cabinets & countertops ~t Broadway Replace parking lot $5,400 $ cracks at Broadway Note: Above amounts $ $ based on contractor bids S $ $ $ Amount of private\agency\other funds $ 7.000 (a) Amount of CDBG funds $ 65.245 (b) Total Project Funding $ 70.245 (c) (a + b) Number of persons assisted 1.033 (d) (see question 18] Total cost per person $68.00 (e) (c + d! Total CDBG Cost Per Person $ $61.22 {f} (b + d] 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. N/A Project requires skilled trade design and labor 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). Agency funds will be used to cover the costs of administration and will be used as match for material and labor. 14. Does the proposed project pay properly taxes? Yes __ No v~ 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? Yes No v/ If "yes", what is the percent of full taxes paid? % and amount paid 5_ Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes No v/ Please explain. The project will be completed by the end of fiscal year 2006 16. Bdefly 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 FY06 Non-Housing Application 236 ppdcdbg/cdbg 2006nonhousingapp other funding). Please Note:/f funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: July 1, 2005 Beginning of City Fiscal Year and Project Start Date July 15, 2005 Solicit bids from contractors for project Aug. 13-20, 2005 Complete work in classrooms SepL-Oct 2005 Complete other non-classroom work Oct_ Z005 Complete parking lot repair Section 4 - Impact\Benefit to the Community 17~ The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. This project is consistent with the CITY STEPS objectives. By providing quality N/~EYC accredited child care to families entering or re-entering the workforce, we are directly providing a service to Iow- income families. Currently, few child care providers accept TitleXX child care subsidies (the primary source of t:unding for Iow-income children] and those that do limit the number of TitleXX slots. In addition, our child care programs work with parents to help them build si<ill as potential employees (ESL and Adult Basic Education classes] and as citizens and parents (parent education classes and home visitation). 18. List goal{s) of this specific project_ In addition, please indicate the population 1;o be served by the proposed project according to the income categories shown in the Applicant Guide. fPlease Note: If this application is funded, the information in this table will be used as income targeting for the CDBG Agreement]. The nurture and care of the young child plays a vital role in human development. It builds our capacity as learners and creates social and emotional well-being for the individual the family and the community. It is our goal to ensure that the young children in our programs have an opportunity to reacil their potential through access to formal and natural family-centered support and educational support that bridges the continuum from birth to school 1033 persons Number between 0 - 30% median income Number bet'ween 31 - 50% median income persons ~Jumber between 51 - 80% median income persons Number between 80 - 100% median income persons Number over 100% median income I -- persons Total I 1033persons Percent LMI [ 100% i'a + b + c) ppdcdbg/cdb9 2006nonhousingapp FY06 Non-Housing Application 237 19~ ~ accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards employment opportunities and increase in household income). Primary Project Objectives Outcome Indicators Improve child care facilities to comply with accreditation and licensing standard NAEYC Accreditation Process Improve social, emotional and educational outcomes for young children Creative Curriculum Ages & Stages Breakthrough to Literacy Strengthen natural networks of family support to reduce reliance on formal services Family Snapshot 2004 Child Development Outcomes: 44 children birth through five took NCJC Childcare Assessment Averages both the pre and post test, the results from the Creative Curriculum pre- and 3 post assessments show significant improvements in all four primary 2.5 areas-- Social/Emotional, Physical, ~ Cognitive, and Language. Most ~ 2 significant is the 85. 11% improvement ~ 1.5 in cognitive development and higher ~ order thinking skills observed in the .~ 1 children over the course of the past ~ year. The results also show that 0.5 children begin our programs with developing skills {below averageJ as o ~ ,o~ ~,~ .~ I "Pre compared to their peers, but are able oe ~"? c°o? to show significant gains and end the .,~°~ ~ Post year close to fully developing the skill. ~o~. 20. Please discuss how these outcome data will be met by the proposed project. With adequate fadlities that comply with both licensing and accreditation standard, we anticipate duplication of the very positive results we have had over the past 8 years. 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Section S - Capacity\History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. [City fiscal year July I to June 30] Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31/04) FY03 {July 2002 -June 2003) $34,490 $34,4~0 FY04 (July 2003-June 2004) SO $0 FY05 {July 2004 - June 2005) $I 1,931 $5, 137 FY06 Non-Housing Application 238 ppdcdbg/cdbg 2006nonhousingapp 23. Is the applicant lincluding partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including amy CDBG and/or HOME funded projects? Yes ,/ No . If "No" or the matter i~ currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. The Neighborhood Centers of Johnson County is a prevention-focused, neighborhood-based agency. We operate two centers in Iowa C/ty, the Pheasant Ridge and Broadway Neighborhood Centers. We have a total budget of $1,500,000. We currently employ 50 full-time staff with a corps of dedicated volunteers. We are a 501 (c] 3 nonprofit governed by a volunteer board of directors. The board includes residents of the neighborhoods we serve with the remaining members representing a blend of community members including some of the most recognized leaders in the area. Neighborhood Centers of Johnson County has a much-respected reputation for providing quality programming that is adaptive to the changing needs of the areas we serve. In the past twelve years, we have been rated well by the United Way of Johnson County. We are recognized for our youth programming and operated a top quality child development program acknowledged and accredited by the National Association for the Education of the Young Child (NAEYC] for our success with sometimes challenging populations. Our family-centered and community-based approach provides a long-term commitment to improving the quality of life for families in the Iow-income neighborhoods we serve. By offering a consistent and stable neighborhood presence, we are able to provide a balanced mixture of programs and activities that build community, teach new skills and provide advocacy and support for families. This balance also allows us to facilitate relationships between families and offers the necessary support before a crisis erupts. Each program or service creates a layer that is individually important, but collectively creates a context that allows families to enhance their quality of life and achieve a sustainable level of self-sufficiency and success. FY06 Non-Housing Application 239 ppdcdbg/cdbg 2006nonhousingapp 24O NEIGHBORHOOD CENTERS~J~ of Johnson Counh/ Neighborhood Centers January 19, 2005 Board Members Executive Committee Fred Mims City Council Robin Sueppel City of Iowa City John Roffman 410 East Washington Street Iowa City Iowa 52240 Directors ¥ousir L Abdalla Dear Members of the Council: Dawn Barker Anderson Sue Dulek I am writing to request, in advance, a deviance from Council policy with Emily Hughes regard to any 2006 Community Development Block Grant award for Marian Karr improvements and repairs of our Broadway facility. We respectfully request Mary McCue the award be given in the form of a grant or a declining balance loan. Since Kris Petersen the building improvement are relatively minor and will depreciate, we hope the Roger Reilly Council will see fit approve this request. Harry Wolf Thank you in advance for your consideration. Please feel free to contact me if you have any questions. Executive Director Brian Loring Sincerely, Brian Loring Executive Director /bl United ~ Way '~i~'.  241 un~N.~o~oo~ kO. Box2491 * Iowa City, lA 52244 * 319.358.0438 · fax:358.0484 ncjc@ncjc.org * www.ncjc.org City of Iowa City FY06 Funding Request for Non-Hc,~i:~~l~j~et~S~ 1. Name of Project: OIdBrickRepointingProject JAN 20 2005 "~' 2. a. Total Amount of CDBG Funds Requested: $ 60,000 b. Loan: 3. Name and address of applicant/organization: Old Brick Foundation, 26 E. Market St. Did you attend the applicant workshop? If yes, please circle the date attended. December 16, 2004 January 12, 2005 4. Contact Person: David Wellendorf Phone Number: 351-2626 Fax Number: Email Address: I_ifebridge$~juno. corn 5. Location of proposed project: 26 E. Market St., Iowa City, Iowa 6. Check CITY STEPS Objective (check only one): Homeless Needs Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (p/ease limit response to a paragraph). The Old Brick Foundation requests partial funding for the project of repointing the exterior of the building, which will be completed in accordance with the Secretary of the Interiors Standards and Guidelines for Historic Preservation. This project will structurally strengthen and significantly enhance the appearance of the building. The work is crucial to enable Old Brick to fulfill the long term goals of its mission of service to the community. Old Brick is now in the process of a much-needed rehabilitation with interior and exterior projects planned, underway, or completed. Repointing the building's exterior is currently our highest priority. A preliminary mortar analysis and professional work plan have already been done, and a grant from the State Historical Society has been secured to cover half the costs of this project. 242 Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the aha mast applinahle I~ and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). .~tn ~t Jral Im.nmv~m~nt ~f Hi.~toric Ruildino .H i_~h Pr--~ority Need Pdority Need Level (High, Medium or Low) 9. Tell us why this project is needed (include information from studies~'esearch or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. (see details in "Approach/Implementation Plan" section below). Old Brick will be 150 years old in 2006. With the exception of a small section of the west wall that was repointed in the f980's, the building has not been repointed, and clearly shows signs of mortar deteriora#on. Furthermore, the section that was repointed in the lgSOs was repaired with a Portland cement mortar, which is neither historically nor structurally appropriate, and in fact will damage the brick if it is not removed soon. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. We are requesting a grant. Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development - Non-profit (1% amortized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) Public Service Project (grant) 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, matedal and administrative costs, etc. for construction/rahab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible 243 Budget Breakdown {include only those costs dir ~ctlv related to the r)ro_iect,) Expense Category Type Status (e.g. salaries, List Source of acquisition, rehab) CDBG In- If possible, please Funds Other Funds Other Funds Kind Cash Antic. Comm. oriodfize the budaet Please place an "X" in box that applies: Architect $ $10,000 State Hist. Grant x x Mortar $ $1,500 Fundraising X x Masonry $60,000 $61,725 State Hist. Grant x X(CD X (SHG) BG) Building Materials $ $8,115 Fundraising x x Equipment $ $32,460 Hist granf/fund- x x X (SHG) raising Amount of pdvate~agenc~other funds $__1f.3. ROO (a) Amount of CDBG funds $__ ~qO00 (b) Total Project Funding $_17.3. Roo (c) (a + b) Number of persons assisted (d) (see question 18) Total cost per person (e) (c * d) Total CDBG Cost Per Person $ (f) (b * d) 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor lOOO hours x $10 per hour = $10,000 Skilled labor (apprentice? Subject hours x $ per hour = $ To Decision of Contractor) Skilled labor ( ) hours x $___. per hour = $ 244 Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Total $10,000 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). 1. State Historical Society of Iowa, Historical Site Preservation Grant-S86, 900 awarded 1/05 2. Bechtel Trusts & Foundation, application will be reviewed 8/05 14. Does the proposed project pay property taxes? Yes z._ No__ If yes, what is the estimated value of taxes generated from this project? $__1 ~ If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes No If "yes", what is the percent of full taxes paid? __% and amount paid Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes No Please explain. The improvements in this repointing project will be permanent. The Old Brick Board and Old Brick Foundation are committed to continuous, long-term maintenance and rehabilitation of this historic structure, and have collaborated on a strategic plan that includes needed projects to accomplish the community service mission of Old Brick and to preserve it as a significant historic structure. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, constn~ction 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. Mid-February - mid April 2005 Hiring of preservation architect and preparation of bidding documents. Mid-April - mid-May, 2005 Bid submission, review, and contract award. June or Julyl-November 1: Repointing of 9 work areas. Date: Description of Activity: July 1, 2005 Beginning of City Fiscal Year and Project Start Date Section 4 - Impact Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. Old Brick is a gathering place to civic, educational, cultural, and social events in the community. Its auditorium is used for events such as conceals, non-profit organizational meetings, community awareness programs, social service fund raisers, plays, festivals, exhibits, weddings, and a variety of other events and activities that are crucial to the life of the community. Old Brick is home to the Aqape ~af~, ~ weekly free breakfast l~rogram for the homeless, hunt, ry. and at-risk ~ooulation: every 245 week 70-$0 Agape guests are seated at tables and served a nutritious breakfast by volunteers. Each Thursday, Old Bdck offers social service or other non-profit groups a place to meet, free of charge. Old Brick provides office space to non-profit and human service agencies at a below-market rate so that these organizations have a convenient base from which to serve the population of Iowa City. Old Brick's proximity to the University also allows opportunities for students and faculty to gather for classes, special events, and non-alcoholic dances that provide a safe alternative to the party night life. 18. List goal(s) of this specific project, in addition, please indicate the population ~ by the proposed project according to the income categories shown in the Applicant Guide. (Please Note: ff this application is funded, the information ~ will be used as income targeting for the CDBG Agreement). Six goals will be achieved in the repointing project: pre-cleaning, mortar removal, mortar replacement, brick replacement, final cleaning of masonry, and stone repair. Nine areas (listed below) have been identified for work: 1. West Elevation N.W. Section, Previous Pointed W*ith Portland Mortar 2. West Elevation, $.W. Section 3. Front South Elevation, Sides & Tower Section to Base of Tower 4. Tower, All (4) Sides 5. East Elevation 6, North Elevation, Main Building & Chimney 7. Back Addition, North Elevation 8. Back Addition, East Elevation g. Main Entrance Stone Steps & Landing Because Old Brick serves such a wide range of people in the community, it is not possible to specifically identify the percentage of Old Brick's users that fall into the income categories listed below. Number between 0 - 30% median income persons (a) Number between 31 - 50% median income persons (b) Number between 51 - 80% median income persons (c) Number between 80 - 100% median income persons (d) Number over 100% median income persons (e) Total persons (f) Percent LMI (a + b + c) + t) 246 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). Project goals (outlined in #15 above) will be monitored throughout the timeline that has been established, by answering the questions: · Are we on time? · Is each step of the process being accomplished? · Have the repairs to all nine areas been completed according to acceptable guidelines? The Old Brick Board, led by Judy Geditz, will oversee management of this project. The board-appointed project manager (PM) will assist in hiring a contractor experienced with historical repointing, report to the Old Brick Board, coordinate scheduling and in-house reviews at various stages with the contractor, and consult as needed with the architect and local contacts (city officials and Friends of Historic Preservation). The PM will coordinate regular job meetings, interface with the architect and construction team, work on scheduling, review and approve contractor requisitions, track and reconcile the project budget, review and negotiate change orders, follow progress and verify that permits and approvals are in place. 20. Please discuss how these outcome data will be met by the proposed project. (See above.) 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Section $ - CapacitytHistory Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the prd. lect(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount {as of 12/3'1104) FY03 (July 2002 - June 2003) FY04 (July 2003 - June 2004) FY05 (July 2004 - June 2005) $30,400 $0; received Jan. 2005 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes z No__. If"No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 247 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. The building's on-site property manager and an active Board of Directors oversee the building's condition, preservation, financial viability, and its use as a community resource. The non-historical part of the building is successfully rented to human service agencies and the rental income provides major support for the building. An increasing source of revenue is the rental of the auditorium, which is continually improved. Funds from these sources prove adequate for ongoing maintenance. Grants and fundraising support major restoration and intedor renovation projects. A strategic plan outlines positive steps to ensure viability beyond Old Brick's 2006 sesquicentennial. Due January 20, 2005 by t2:00 noon - No Exceptions CITY OF I0 WA CITY Planning and Community Development 410 East Washington Street (319) 356-5230 steve-long@iowa-city, org tracy-hightshoe~iowa*city, or~ steven-nasby@iowa-city, org 248 249 Old Brick Foundation Old Brick Repointing Project 250 Old Brick Foundation Old Brick Repointing Project 251 'Why Preserve?Our Past Our historic neighborhoods, buildings and structures Friends of Historic Preservation was organized in define our community's identity, character and sense 1975 as Friends of Old Brick. This broad-based of place. They reflect our past and provide us with a group initially came together over one single but foundation on which to build the future. Preserva- important historic landmark: Iowa City's oldest tion of our historical, cultural and architectural surviving church, the First Presbyterian Church. heritage strengthens our economy and makes Iowa Constructed between 1856 and 1865, this building City and Johnson County a more desirable place to came to be known as "Old Brick." Its impending live, work and visit, demolition helped spark a movement in Iowa City that has become a national model for community- Are you tired of seeing our based preservation action. historic buildings destroyed? Friends' work in the recent past includes the Many of our architectural treasures, such as Old City purchase and renovation of homes in historic Hall, have been lost in the name progress and neighborhoods, standing with other citizens and development. Other historic buildings, neighbor- groups to save the Carnegie Library from demolition hoods and rural landscapes are being threatened by and the donation of volunteer labor and funds to development, encroachment and neglect. Friends of restore Iowa City's Englert Theatre. Historic Preservation is dedicated to the future of our community through the preservation of its ~ history. Old £iq Hall, Iowa City, razed 1961 Old Brick, saved 252 City of Iowa City FY06 Funding Request for Non-Housin 1. Name of Project: Planned Parenthood Health Center Facility Improvements 2. a. TotalAmount of CDBG Funds Requested: $30,000 b. Loan: $30,000 1. Name and address of applicant/organization: Planned Parenthood of Greater Iowa 850 Orchard Street Iowa City, Iowa 52246-5412 Did you attend the applicant workshop? No If yes, please circle the date attended. December 16, 2004 January 12, 2005 (unable to attend due to ice storm; followed up afterward with city staff) 4. Contact Person: Kelly Thornburg, Iowa City Center Manager, Planned Parenthood of Greater Iowa Phone Number: 319-354-2044, ext. 3 (or 319-354-8000) Fax Number: 319-354-4504 Email Address: kthornburg@ppgi.org 5. Location of proposed project: 850 Orchard Street 6. Check CITY STEPS Objective (check onlyone): Homeless Needs X Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). Improve patient accessibility to existing Planned Parenthood health center by providing additional parking, relocating main entrance, and improve patient comfort and service by providing additional waiting room and replacing outdated patient examination tables and furniture. Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-20~0, Section IV. Strategic Plan). Public Facility Needs - Health Facilities Low Priority Need Priority Need Level (High, Medium or Low) The proposed project supports the expansion need of an existing medical facility that serves Iow- to moderate-income persons in the community, FY06 Non-Housing App/ication 253 ppdcdbg/fy06 non-housing app online version.doc 9. Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. Planned Parenthood of Greater Iowa has been providing family planning and reproductive health care services in Iowa City since 1990. PPGI was forced to move from its original downtown location in 1999 to a new location on Orchard Street off Riverside Drive. The 5,200-square-foot center at Orchard Street does not have sufficient parking to meet current patient demand, and the center entrance opens directly onto a public alley used by vehicles traveling between Orchard Street and businesses fronting on Riverside Drive. This project will resolve the current problems posed by limited parking and the potential for accidents in the alley involving pedestrians and motor vehicles. Currently, the Iowa City center only has 10 paved parking spaces for patients located between the alley fronting the center and the Budget Car and Truck Rental parking area just to the north. Since the center opened in 1999, a house between the center and Orchard Street has been demolished, creating an additional parking area. However, this new parking area is not paved and is covered with ice and snow in the winter and mud during the spring and following heavy rains. Paving of this new lot would provide an additional 10 parking spaces, and with the creation of a new patient entrance off this lot, dramatically improve patient access. More than 3,700 women and men are served at PPGI's Iowa City center each year. Many patients, due to their Iow incomes, qualify for free or reduced-cost health care. Last year, 80% of all Iowa City patients had incomes at or below 30% of median income. Government funding for family planning services, through Title XlX (Medicaid) and Title XX (Social Services Block Grants), helps Planned Parenthood provide many health services at. reduced or no cost. Following the closing of the University of Iowa Family Planning Clinic in Westlawn at the end of October 2004, the number of patient visits at Planned Parenthood's Iowa City Center increased by 103% in November and 52% in December over the same months of 2003. The University of Iowa Family Planning Clinic was the designated Title X provider for Johnson and Iowa counties, providing federally-funded family planning services to individuals on a sliding fee scale based on their incomes, and served an estimated 2,300 patients each year. With the closure of that clinic, Planned Parenthood of Greater Iowa is applying to the Family Planning Council of Iowa to serve as the Title X provider in Iowa City. To accommodate increasing numbers of patients served at the Iowa City center, Planned Parenthood of Greater Iowa can expand center hours, but also needs to make physical improvements. An additional patient waiting room will be created in order to be used when the existing waiting room, which seats only 26 persons, is full. Outdated examination tables, some of which were purchased for the original 1990 Iowa City center, will be replaced, as well as other outdated furniture. Landscaping improvements will be made, and a bike rack that was stolen will be replaced. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amounb Years: Economic Development - For-profit (3% amortized loan) Economic Development - Non-profit (1% amortized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) $30,000 7* Public Service Project (grant) * Planned Parenthood of Greater Iowa requests a declining balance loan for a period of 7-years, after which time the original $30,000 loan would be forgiven as long as PPGI satisfied the terms of the loan by having provided family planning and reproductive health care services to Iow- and moderate-income persons during the time period of the declining balance loan. PPGI's current 5-year lease with Ambrose Properties LLC for the Iowa City center expires in 2009, with two subsequent 5-year options to renew. The facility improvements proposed at the center will depreciate in value over time. FY06 Non-Housing Application 254 ppdcdbg/fy06 non-housing app online version.doc 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. The budget breakdown should only Include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Cost estimates for the Iowa City health center improvements were prepared by Melissa Grant, Senior Director of Health Services at Planned Parenthood of Greater Iowa. Grant has served as project manager for four major building projects at PPGI in the past decade, including relocation, site acquisition, and design of the current Iowa City health center in 1999. Her cost estimates were developed following consultation with an Iowa City construction firm that has served as construction manager on several PPGI projects. Document Costs Whenever Possible PLEASE NOTE: The Housing and Communlt~ Development Commission may request a copy of your overall agency budget. Budget Breakdown {Include only those costs directly related to the proiect.) Expense Category Type Status (e.g. salaries, List Source of acquisition, rehab) CDBG In- If possible, please Funds Other Funds Other Funds Kind Cash Antic. Comm. prioritize the budget Please place an "X" in box that applies: PPGI Personnel- $ $1,200 Planned X X Project Manager & Parenthood of Construction Greater Iowa Coordinator (40 hrs.) Construction - Pave $25,000 $ X X parking lot and construct new patient entrance (#1 priority) Purchase new fumiture $ $5,000 PPG Isupporters X X for additional patient in Iowa City waiting room (#2 priority) Replace damaged $5,000 $ X X countertops and plumbing fixtures (#3 priority) Landscaping $ $2,500 PPGI suppoders X X improvements (#4 in Iowa City priority) Purchase four new $ $5,000 PPGI supporters X X patient examination in Iowa City tables (#5 priority) FY06 Non-Housing Application 255 ppdcdbg/fy06 non-housing app online version.doc Purchase vaginal $ $2,500 PPGI supporters X X specula and medical in Iowa City supplies/equipment to serve growing number of patients (#6 priority) Purchase - Replace $ $5,000 PPGI supporters X X 1990-era office in Iowa City furniture (#7 priority) Amount of private\agency~other funds $21,200 (a) Amount of CDBG funds $30,000 (b) Total Project Funding $51,200 (c) (a + b) Number of persons assisted 3,797 (d) (see question 18) Total cost per person $13.48 (e) (c + d) Total CDBG Cost Per Person $7.90 (f) (b + d) 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Two volunteers currently each work 8 to 12 hours a week at the Iowa City center assisting staff with filing and administrative tasks to keep the center operating. It is anticipated that the Center will eventually have 4 to 5 active volunteers, with a volunteer assisting each day the center is open. Unskilled labor 16 hours x $10 per hour = $160 week Total $8,320 year As a non-profit agency, Planned Parenthood of Greater Iowa relies heavily on volunteers to carry out its mission. More than 500 volunteers help with the annual Planned Parenthood book sale (picking up books, sorting and pricing books, and selling books during the sale) that raises $251,000 a year to support Planned Parenthood educational outreach programs, including those in Iowa City. 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). More than 400 donors to Planned Parenthood of Greater Iowa live in the Iowa City area, and a special fundraising campaign will be held during the spring/summer of 2005 to raise funds for improvements at the Iowa City health center. The campaign will utilize direct mail, as well as special events, to generate contributions. The health center improvements in Iowa City are part of a larger facilities modernization plan outlined in PPGI's current Responsible Choices capital campaign. The campaign has already raised $6.2 million toward its $9 million fundraising goal, and facility improvements in Red Oak, Des Moines, and Ames have already taken place. FY06 Non-Housing App/ication 256 ppdcdbg/f~06 non-housing app online version.doc Donor support is vital in allowing Planned Parenthood of Greater Iowa (PPGI) to carry out of its mission of providing health services regardless of an individual's ability to pay. Last year, donor support accounted for 19%, or $1.8 million, of PPGI's overall budget. 14. Does the proposed project pay property taxes? Yes X No__ If yes, what is the estimated value of taxes generated from this project? ,'~,42,946 (total amount of taxes paid by the property owner on the entire 909 South Riverside Drive parcel, which includes the building in which the Planned Parenthood center is located. A portion of the property owner's tax payments are derived from lease payments made by Planned Parenthood of Greater Iowa) If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes__ No__ If"yes", what is the percent of full taxes paid? % and amount paid $ Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No Please explain. The Iowa City facility improvements are designed to accommodate increasing numbers of patients being served at this health center by providing additional parking and improving patient access. This project will address the immediate facility improvements needed at the center. PPGI is addressing public service needs at the Iowa City center by applying to serve as the Title X family planning provider in Iowa City. Title X is the federal family planning program that provides services on a sliding fee scale based on an individual's ability to pay, with free services for those individuals at or below federal poverty level (PPG I is already the Title X provider in 10 of the 13 communities it serves). Even if PPGI does not receive the Iowa City Title X contract from the Family Planning Council of Iowa, the existing parking situation and dangerous alley entrance must be addressed. The Iowa City center has recently expanded its hours and is open at these times: Monday, 10 a.m.-5 p.m.; Tuesday, 9 a.m.-3 p.m.; Wednesday, 8 a.m.-3 p.m. Thursday, 1-7 p.m.; Friday, 11 a.m.-5 p.m.; and Saturday (by appointment). Planned Parenthood of Greater Iowa is currently celebrating its 70th anniversary of providing family planning and reproductive health care services in Iowa. It operates 16 health centers in 13 Iowa communities, and its service area includes 85 of Iowa's 99 counties. Last year, PPGI provided health care to more than 50,000 women and men who made a total of 132,097 patient visits. Fifty-nine percent of PPGI patients are between the ages of 18 and 24, the age group in Iowa most likely not to have health insurance. PPGI anticipates that demand for its health care services will continue to increase in the years to come as more and more individuals do not have health insurance. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). 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, 2005 Beginning of City Fiscal Year and Project Start Date July 1-30, 2005 Securing of contractor bids for construction of new entrance and paved parking lot. August 1- Sept. 30, 2005 Construction takes place (must end before mid-October). Oct. 1 - Dec. 31, 2005 Interior improvements, including new furniture, additional patient waiting room, and purchase of new medical supplies. FY06 Non-Housing Application 257 ppdcdbg/fy06 non-housing app online version.doc Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. Planned Parenthood's Iowa City center provides reproductive health exams, family planning information and contraceptives, testing and treatment for sexually-transmitted infections, pregnancy tests, Pap tests and colposcopies, emergency contraceptives, and medical and surgical abortion services (agency-wide, 98% of patient visits to PPGI health centers are for non-abortion services). Sixty-eight percent of PPGI patients in Iowa City are between the ages of 18 and 24, and 96 percent are women. These reproductive health care services provide medical and non-medical benefits. Intended, well-timed pregnancies contribute to good health because unintended and teen pregnancies are associated with a higher incidence of Iow birthweight, a greater risk of serious and long-term illnesses and of developmental delays, lower levels of cognitive and educational attainment, lower levels of academic achievement, and higher levels of behavioral problems (Pathways Mapping Initiative - a Harvard Medical School and Annie E. Casey Foundation project, 2005). Non-medical benefits of the services provided at Planned Parenthood include greater educational and employment opportunities, especially for girls and women, and greater financial security, especially for women. STI-related services help prevent infertility and sterility, and help reduce overall public expenditures by preventing, not just treating, STI's (Alan Guttmacher Institute and United Nations Population Fund, 2003). Contraceptive and family planning services offered at Planned Parenthood have these medical benefits: · Help space births, resulting in lower rates of infant and child mortality; · Prevent high-risk pregnancies among very young adolescents, women in their late 30s and 4Os, women who have had many births, and women with preexisting medical conditions. Sexually-transmitted infection (STI) services and gynecologic and urologic care provided at Planned Parenthood have these medical benefits: · Prevention and treatment of STI's, including HIV/AIDs, save lives and prevent ill health, reduce transmission among sexual partners and from mothers to infants, and lower infertility; · Prevention and treatment of human papillomavirus (HPV) reduce prevalence of genital warts and cervical cancer; · Gynecologic care can prevent and reduce ill health and death from cervical and breast cancer, fibroids and ovarian tumors, and reproductive tract infections. The Johnson County Community Health Needs Assessment, completed in 2000, ranked sexually transmitted diseases, especially Chlamydia, as the sixth highest priority health problem in the community. As necessary, PPGI refers patients to a variety of health and social service agencies in the community, including Emma Goldman Clinic for Women, iowa City Free Medical Clinic, Johnson County Department of Health, Rape Assault Resource Center, United Action for Youth, Youth Law Center, and Women, Infants, and Children (WIC). PPGI believes that it fills an important niche in the continuum of health care available in Iowa City by providing contraceptives and family planning services at no-cost to Title XIX and Title XX patients, and to other Iow-income patients at costs that we believe are lower than any other provider. 18. List goal(s) of this specific project. In addition, 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). FY06 Non-Housing Application 2 58 ppdcdbg/fy06 non-housing app online version,doc Goal # 1: Improve patient access and safety by providing additional parking and moving the main entrance off a public alleyway. Goal # 2: Improve patient comfort at the center by providing an additional waiting area, new examination tables, and replacing outdated furniture and fixtures. Goal # 3: Increase capacity to serve growing numbers of patients by procuring additional medical supplies and equipment. Number between 0 - 30% median income 3,065 persons (a) Number between 31 - 50% median income 408 persons (b) Number between 51 - 60% median income 251 persons (c) Number between 80 - 100% median income 34 persons (d) Number over 100% median income 39 persons (e) Total 3,797 persons (f) Percent LMI 98% (a + b + c) + f) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). Outcome data that relate to this project include: · Addition of 10 paved parking spaces · Additional waiting room created · Improved patient satisfaction with facility and care received · Increased number of patients served · Increased safety and less harassment of patients as they enter and exit center (patients currently must enter and exit the center through a public alleyway where they have been verbally harassed by protestors from Missionaries to the Pre-Born Iowa. The number of protestors at the Iowa City center totaled 106 in 2004, and police charges were filed for "harassment" against one protestor in April 2004). 20. Please discuss how these outcome data will be met by the proposed project. We will measure the success in meeting the project objectives in these ways: · Additional parking area, with asphalt surface, created by winter of 2005-2006 · Impact of additional waiting room will be tracked by staff, compared with previous "standing-room only" waiting room conditions · Patient satisfaction will be measured using our annual patient satisfaction survey · Increase in number of patients, and patient visits, will be tracked on a monthly and annual basis (including demographic data, including ages, incomes, etc.) · The relocation of the main entrance so it is accessible from the parking area, not the alleyway where protestors stand, should reduce the number of harassment complaints and increase patient safety 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. FY06 Non-Housing Application ppdcdbg/fy96 non-housing app online version,doc 259 Section 5 - Capacity\History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July I to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12131104) FY03 (July 2002 - June 2003) N/A FY04 (July 2003- June 2004) N/A FY05 (July 2004 - June 2005) N/A 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X__ No . If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. Planned Parenthood of Greater Iowa has a long history of successfully carrying out contracts with government funders, including the Family Planning Council of Iowa (Title X) and the Iowa Department of Human Services (Title XIX and Title XX) which are both currently providing funding for PPGI. Government contracts provided $1.6 million, or 17%, of PPGI's $9.6 million budget in fiscal year 2004. Planned Parenthood of Greater Iowa has successfully completed five major construction/building projects in the last decade, including the 1999 move to a new 5,200-square foot center in Iowa City. The most recent construction project, completed in May 2004, was the $1.2 million renovation of a 14,700-square foot building to serve as a health center for the southside of Des Moines. As noted earlier, the Iowa City facility improvements are part of a larger capital campaign currently being conducted by Planned Parenthood of Greater Iowa in order to modernize our health care facilities. To date, $6.2 million of the $9 million fundraising goal has been raised. FY06 Non-Housing Application 260 ppdcdbglfy06 non-housing app online version,doc 261 FY06 Fundii_ng Request for Non-Housing fy0O[und g Request for Non-Housing 1.Name of Project: Compeer Program 2. a. Total Amount of CDBG Funds Requested: $1,300 b. Loan: $ 3. Name and address of applicantJorganization: Compeer Program 122 E. Market St., Iowa City, IA 52245 Did you attend the applicant workshop? __x__ If yes, please circle the date attended. December 16, 2004 x January 12, 2005 4. Contact Person: Joanna Mouming, Direc;or Phone Number. 337-5400 Fax Number. Email Address: Compeerprogram@yahoo.com 5. Location of proposed project: 122 E. Market (director office space contributed by Hillel Foundation); 507 E. College St. (accounting and some staff support purchased from the Community Mental Health Center for Mid Eastern Iowa); matched friends choose their own locations for activities in the community. Iowa City Recreation Center conffibutes space for Board meetings. Chumhes contribute space for fund raising events and parties for matched friends. 6. Check CITY STEPS Objective (check only one): Homeless Needs Public Facility Needs x Public Service Nccds Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). We are requesting partial support for the FY2006 salary of the one-quarter time director of Compeer, a program in its third year of operation. The Director, supported by a 16-member Advisory Board, recruits, screens, trains, and matches volunteers from the community with adults receiving mental health treatment for a serious mental illness. There are 12 currently active matches. The matched friends meet for social support at least 4 hours per month. For the matched friends as well as the 16 people on the waiting list to be matched, we offer a program of two to three group activities per month (~Skillbuilders'). Purposes: to allow persons suffering from a serious mental illness to develop normalizing friendships in the community and enjoy activities of mutual choice with their volunteer friends; to de-stigmatize mental illness in the community. In the 115 other areas with Compeer Programs, these relationships have been found .to further and support many of the purposes of conventional mental health treatment. 263 ................................... Section 1 - Need/Priority 8. Descdbe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify ~e one most aJ~licable priority r. ccd and priority need level, as shown in CITY STEPS 2006-20f0, Section IV. Sb~;egic Plan). Health High Pdority Need Priority Need Level (High, Medium or Low) 9. Tell us why this project is nccded (include information from studies~reseamh or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. 1. Iowa City's excellent services, medical facilities, and presence of the University of Iowa results in persons with special needs relocating to the community. Because of this, the need for housing and supportive services in the area is continuous." CITY STEPS 2006-2010, P. 26, "Persons with Disabilities." This is especially true for persons with mental illness. The average age of onset coincides with the college years; students come here to attend college and find lhemselves with a developing mental illness. After dropping out of college, our excellent psychiatric treatment facilities keep them here or cause them to move back here later in life. National incidence rates applied to the population of Johnson County aged 1564 (and our rates would be higher) show Schizophrenia (1%), 926 persons; Affecfive disorders (6%), 5,554 persons. In 1998, among age group 15-64, affective psychoses and schizophrenia ranked among the top three diagnoses for Johnson County hospital discharges. In age group 45-54, schizophrenia ranked # 1 and affective disorders # 2. (Johnson County Community Health Nccds Assessment, 2000.) 2."The general trend in providing care and services for persons with special needs is toward non-facility- based outpatient, independent living services. (Housing) for persons with mental illness who leave a hospital or extensive care setting is an important part of continuum of care that leads to successful independent living programs." CITY STEPS 2006-2010, p. 37. The Johnson County Health Improvement Planning Committee, in their publication, "Top 5 Major Health Problems in Johnson County, 2000," ranked mental health as the No. 4 problem and identified barriers/needs as follows: ~demand for services is ovem~helming the mental health system; there is a lack of preventive health care services; stigma; problems won't be solved entirely based on medications." Group living facilities for the seriously mentally ill are closing; hospital stays are severely limited by insurance restrictions. Persons with mental illness who are not homeless usually live alone in Sect 8 apa,in,ents. Incomes are usually limited to SSI or SSDI supplemented occasionally with supported part-time minimum wage jobs. Impairment resulting from mental illness as well as community stigma interferes with ability to establish normal social relationships. The value of friendship to a healthy life has been well documented. Inability of this population to form friendships results in social isolation and loneliness and exacerbates symptoms, leading to increased use of more expansive emergency and hospital services. Many agencies work to meet basic needs for housing, daily life supports, medical care, and supported employment, but budget restrictions preclude offedng one-on-one socialization skill opportunities. Compeer is designed to fill this gap in the continuum of care utilizing volunteers from the community. There are currently 16 persons on our waiting list to be matched with a community volunteer friend. 3. Persons with mental illness themselves place a high priority on opportunities for socialization. "Provide opportunities for additional social and recreational activities" was ranked #8 of 12 priority needs, and "Assistance with education or skills training" was ranked # 2 of the five top needs. (Johnson County MH/DD 2003 Needs Assessment: Report of Survey and Focus Groups, Auqust, 2003.) In 2001, the Compeer Advisory Board conducted a survey of 42 Mental Health Consumers to establish the need for friendships amon,q the ta~et population. 35 of the 42 consumers surveyed said they desired a community friend. 4. 'The greatest needs in addressing the needs of those living in poverty appear to be: ... Education/jJob training....community attitudes." (CITY STEPS 2006-2010.) 'The development of self-sufficiency skills involves promoting.., self esteem enhancement.., skills development.., and communication skills." "There is often a stigma attached to people who receive assistance from local agencies." CITY STEPS 2006-2010, p. 132. Compeer's friendship program helps fo develop normalized CVI'IR I~lnn_l. Jn,,einn Annllno/'inn 264 socialization and communication skills among its clients. Regular activities with community volunteers provide opportunities for conversation; Skillbuilders group activities provide opportunities for group interaction. These relationships result in enhanced self- esteem. Community volunteers gain insights into mental illness through the Compeer orientation program and becoming a friend to someone with a mental illness. Community understanding of the nature of mental illness and poverty is enhanced by these relationships as well as through talks to community organizations and chumhes presented by Compeer volunteers as they recruit more volunteers. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development- Non-profit (1% amoriJzed loan) Public Facilities Project- Non-profit (99 yr conditional occupancy loan) Public Service Project (grant) _$1,300 FY2006 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. 265 Document Costs Whenever Possible PLEASE NOTE: The H'~'~ir~l and Community Deve~.-r -,~- Commission ma~/request a ~ of your overall agency budget. Budget Breakdown (include onb/those costs directly related to the project.) ExPense Category Type Status (e.g. salades, List Source of acquisition, rehab) CDBG In- If possible, please Funds Other Funds Other Funds Kind Cash Antic. Comm. prioritize the budget Please place an 'X" in box that applies: Compeer Director $1,300 $3,900 Fund Raising- x x Salary and Benefit Direct mail and concert event (Director is ',~ time employee) $ $ $ $ $ $ $ $ $ $ $ $ $ $ Amount of private~gency~other funds $__3,900 (a) Amount of CDBG funds $__1,300 (b) Total Project Funding $__5,200 (c) (a + b) Number of persons assisted __43 (d) (see question 18) Total cost per person _$121 (e) (c * d) Total CDBG Cost Per Person $_30 (f) (b * d) 266 12. If volunteers are used please descdbe 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 870 hours x $10 per hour = $8,700 Skilled labor ( ) 1,322 hours x $'/5 per hour $19,830 Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) __ hours x $ per hour = $ Total $28,530 Except for the '/, time paid Director and some accounting time contracted out to the Community Mental Health Center, The ComFccr Program services are entirely delivered by volunteers. There are currently 12 active, one-on-one matches of volunteer friends from the community with adults receiving mental health treatment for socialization and recreation. Community friends are required to take 4 hours of training, spend 4 hours per month with their matched friend, complete monthly reports, and meet with their friend's mental health professional. Three volunteers assist the volunteer in charge of "Skillbuilders" monthly group activities. As no special skills are required to be a community volunteer friend except a willingness and ability to be a friend, we value this time at $101hour. A volunteer plans and runs "Skillbuildera" group activities for waiting list, matched friends, and Clubhouse clients. 16 volunteer Advisory Board members (mo~t of whom are mental health or social work professionals or hold other types of administrative jobs in the community) each attend 2 hfs/month Board meetings and spend another 4 hours/month on committee projects such as fund raising and outreach. They each spend 8 hfs/year on our major fund raising concert event. We ars probably undervaluing their time at $151hour. 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). 99 individuals donated to the Compeer Program in FY2005. They contributed a total of $5,975, a 49% increase over FY2004. It is anticipated this will grow each year. We conduct our direct mail campaign in July and December each year. 3 businesses donated a total of $800 or an increase of 357% over FY2004 111 people pumhased $15 tickets to our first major fund raising concert that netted over $2,000 in FY2004. Again, we expect this event (scheduled for Feb. 19, 2005) to grow each year; we plan for it to be an annual event. In addition we engage in a vadety of smaller fund raising events and grant applications that will not be listed here because they do not contribute to the Director's salary. Likewise, there are many in-kind contributions of space, refreshments, musical talent, advertising, ticket sales, which are not counted toward the Director's salary. Itemization is available upon request. 14. Does the proposed project pay property taxes? Yes No_x 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? Yes No x If "yes", what is the percent of full taxes paid? % and amount paid $ Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes x No Please explain. At the beginning of FY2005, with the end of our Robert Wood Johnson Foundation startup grant, we scaled beck the program to match our anticipated abil~ to raise local funds. The Director position was decreased from % to % time; the part time director for the National Alliance for the Mentally III of Johnson County (NAMIJC) was hired as the new Compeer Director;, office space for the Compeer Director was moved to donated space in the NAMIJC office in the Hillel Foundation. Telephone service was shared with NAMIJC. At the same time, we were able to increase income from our direct mail campaign by 49% and realized over $2,000 from our first annual fund raising concert. We believe that the CDBG funding for FY2005 helped tide us over as we developed our fund raising programs. We are requesting another year of assistance to solid~ this progress and plan for Compeer to be a permanent part of the service delivery system. 16. Bdefly 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, 2005 Beginning of City Fiscal Year and Project Start Date July 1, 2005 First payment~ Director's salary and benefits: $433.33 August 1, 2005: Second payment, Director's salary and benefits: $433.33 Sept. 1, 2005: Third payment, Director's salary and benefits: $433.33 Section 4 - Impact Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for iow-moderate income persons. Please descdbe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. Consumers of mental health services who have a se#ous mental illness ara predominately Iow income, on SSI or SSDI, in subsidized, single apartments, on part-time supported employment minimum wage jobs. Compeeds clients largely fall in this income category with estimated annual incomes well under 30% of median income. Although we have not yet gathered firm income figures (in progress) we believe that 2 or 3 of our clients are not on Social Security disability programs but are employed full- time in entry-level jobs which still place them barely above 30 percent of median income. Compeer provides a unique service to this population which other agencies are not funded to provide: normalizing socialization experiences based on interacting with community volunteers. These expertences combat the isolation experienced due to their psychiatric symptoms and increase self- esteem (usually impaired due to their illness). Board members and clients carry out a systematic program of speaking to community groups about the nature of mental illness and the need for more community volunteers to be friends. These activities, as well as posters are routinely placed on buses and in stores, and the one-on-one friendship matches themselves, help to increase community understanding of mental illness and its consequent poverty life style. Compeer leverages a spare budget to reap 2,192 volunteer hours each year valued at $28,530; $6,775 in cash donation from community individuals and businesses; and over $2,000 from our concert fund raiser. In-kind donations and partnering: Free office space: NAMIJC and Hillel Foundation Telephone: Shared with NAMIJC Board meeting space and committee meeting space: donated by the Community Mental Health Center and Iowa City Recreation Center Accounting and fiscal agent services contracted with Community Mental Health Cente~ Space for consumer social activities, events and fundraising event donated by local religious institutions Refreshments: donated by local religious institutions and Compeer Advisory Board members 269 18. List goal(s) of this specific project. In addition, 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 app//ca/fon is funded, the information in this table will be used as income targeting for the CDBG Agreement). A. Improve the quality of life for adults with serious mental illne_~ through supportive, normalizing friendships and group social activities. B. Achieve direct therapeutic improvement by developing communication and socialization skills and raising self. C. Combat loneliness and isolation experienced by persons with mental illness. D. Increase communily knowledge of mental Illness and combat the stigma which crea;~s berriers to effective rehabil~a~on and community integration. Number between 0 - 30% median income 40_(est) persons (a) Number between 31 - 50% median income 3 (est) persons (b) Number between 51 - 80% median income persons {c) Number between 80 - 100% median income persons (d) Number over 100% median income persons (e) Total 43 persons (f) Percent LMI 100 % (a + b + c) + f) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, descdbe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). A. Self-reported consumer improvement in: sense of security; self esteem, communication skills B. Referring mental health professionals report satisfaction with consumer's participation C. Volunteers report satisfaction and increased knowledge of mental illness. D. Consumers report satisfaction with the friendship match. E. Consumers experience positive impact on: re-hospitalization rate; emergency services use; compliance with treatment plans; compliance with medications 20. Please discuss how these outcome data will be met by the proposed project. These outcome criteria have been met in the 115 Compeer Programs now in operation internationally. Success rate percentages ranged from 69% to 94%. We are using their materials and see no reason why we will not be able to show similar successful outcomes. We have not yet conducted a local evaluation survey, but plan to do se as soon as possible. 21. On the attached map please indicate the location of the proposed public fa~:ility or the site where public services or job training will be offered. Because our program takes place in several locations as explained below, we have not located it on the map. Job training will be conducted at our office in the Hillel Foundation, 122 E. Market in downtown Iowa City. Matched friends choose their own sites for socialization meetings which could include 270 walks, visits to libraries, museums or parks, movies, restaurants or pdvate homes all over town. Group activities take place at various local churches. Section 5 - Capacity~History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City risc, al years and the status of the project(s) undertaken. (City fiscal year July I to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31104) FY03 (July 2002 - June 2003) FY04 (July 2003 - June 2004) FY05 (July 2004 - June 2005) $3,434 $3,130.28 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes x No__. If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. The Compeer Advisory Board (16 community volunteers with professional or consumer experience with mental health services) was formed four years ago to establish and support the Compeer Program. The program is now in its third full year of operation, sponsored by the Community Mental Health Center of Mid Eastern Iowa and in collaboration with NAMI of Johnson County. The Compeer Program contracts with the Mental Health Center for accounting and some administrative support. We share a part-time Director and free office space in the Hillel Foundation with NAMI of Johnson County. Since our program is small, this is an efficient and effective way to share support services and coordinate client services with similar agencies. It also creates opportunities for joint publicity and community awareness activities. An initial startup grant from the Robert Wood Johnson Foundation for $35,000 was awarded to the new Board beginning in January, 2004. Since inception, the Board has actively developed fund raising projects that could replace the grant-supported program. A successful direct mail program has grown 43% in FY2005; an annual fund raising concert raises well over $2,000; and a variety of smaller fund raising projects are pursued. With the help of CDBG funds and scaled back expenses, we are confident we can raise our continuing budget nccds. The % time Director position was reduced to % time to more realistically meet our ability to raise donated funds. Judith Pedersen-Benn, our first ½ time Director, resigned in July, 2004. Joanna Mouming was hired in August, 2004,at % time as Director of the scaled back program, and Board volunteers assumed more of the previous Director's duties. Mourning has a well balanced understanding of mental illness having worked as a counselor and advocate for persons with mental illness in her roles at the National Alliance for the Mentally III of Johnson County (NAMIJC), the Domestic Violence Intervention Program (DVIP) and the Rape Victim Advocacy Program (RVAP), and personally with the experience of mental illness in her own family. Her work experiences at NAMIJC, DVIP, and RVAP included coordination of volunteers, training of staff and volunteers in peer counseling skills, counseling, preparation of grants, public education, event planning, fundraising, and the maintenance of records and statistics. Mouming has lived, worked, and attended college in Johnson County for fifteen years making her well connected as an agency leader and also in knowing many of the services and opportunities available for our clients. In 2.5 years of operation we have initiated 20 matches, trained 39 community volunteers, and initiated a program of group activities for matched friends as well as those on our waiting list. Our main organizational goal is to recruit more community volunteers to meet the needs of those on our waiting list. Due January 20, 21]05 by 12:00 noon - No Exceptions CITY OF I0 WA CITY Planning and Community Development 410 East Washington Street (319) 356-5230 steve-long~iowa-city, org tracy-hightshoe@iowa-city, org steven-nasby~.iowa-city, org Testimonials from Compeer Matched Friends Jean Lloyd-Jones, Community Volunteer: "My Compeer Friend and I have many interests in common, and we enjoy each other's company. She is very creative about things we can do. We attended some women's basketball games and part of the Indian Pow Wow. Sometimes we have coffee or just mn errands. She is a voracious reader and we talk about books and movies. I have gotten as much or more from our friendship as she has." Susan Krohmer, Compeer Friend: "After struggling with depression and disability for many years, I became progressively isolated. Compeer broke that cycle for me. Compeer gave me a close friend that I can see and talk to frequently. My friendship also gives me oppommities to go out to some events in the community that I wouldn't otherwise attend. And, Compeer gives me the opportunity to 'be a fifiend' too...it's not just a one-way street for us." Elizabeth Clothier, Community Volunteer: "My friend and I met a year ago through the Compeer Program. Since then we have enjoyed conversation, coffee, lunches, walks, and movies. We share some favorite authors and make each other laugh. Together we are learning to appreciate the good things and accept some of those that are less fun. Knowing her has enriched my life." Margalea Warner, Compeer Friend: "My Compeer friendship has been like sunshine in darkness. It has made ordinary days special...meeting for coffee or a picnic lunch, chatting on the phone, sending cards and letters. We've celebrated each other's birthdays, as well as Christmas, Hanukah, and Thanksgiving. Recently I rejoiced with my friend on the birth of her first great grandchild. Because of our friendship, my life has more balance and joy, and I am able to stay mentally well. To support Compeer Friendships is to support the whole community to enrich all our lives, excluding no one." 273 FY06 Funding Request for Non-Housing, .t 1. Name of Project:- EDF VISTA Co-Share Project 2. a. Total Amount of CDBG Funds Requested: $4,851.00 ~ b. Grant: $4,851.00 ~.' 3. Name and address of applicant/organization: Did you attend the applicant workshop? yes__ If yes, please circle the date attended. December 16, 2004 January 12, 2005 Phone Number: 339-040~ Fax Number: 339-0426 Email Address: carolyn-lukrofka@uiowa.edu 5. Location of proposed project: VISTAs will work at two sites - Uptown Bill's small Mall, 401 South Gilbert Street, and at the Micro-Enterprise Center, 912 - 914 2nd.Ave. 6. Check CITY STEPS Objective (check only one): Homeless Needs Public Facility Needs x x Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). Funds are requested to assist with the payment of a required co-share to the National Corporation of Community Service (Americorps/VISTA) for two full-time VISTA volunteers to work on behalf of persons with disabilities through programs sponsored by the Extend the Dream Foundation. The opportunity to have two new VISTA volunteers assigned now requires a co-pay equal to the maintenance of cost of one of the volunteers, a two for one arrangement. This requirement is being imposed because of the cutbacks in Americorp program. The two VISTAs to be recruited would be assigned to community volunteer recruitment and coordination and as technical support for micro enterprises being served by EDF, particularly the e-commerce (intemet based employment) associated with these enterprises. Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one most ap?icable ~ and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). Priority Need: Disabled Services Priority Need Level: Medium The City Steps Plan has identified the following as underserved persons - those with substance abuse problems, those with chronic mental illnesses and those with developmental and physical disabilities. In addition, homeless persons were also identified as a high priodty sub population. City Steps also addresses the issue that the hi(~hest need po~)ulation are those with the lowest income. These are the FY06 Non-Housing Application 274 ppdcdbg/fy06 non-housing app for vistas doc small enterprise developments, both at its current 401 South Gilbert small Mall location and at its planned addition of a micro enterprise development center at 912 - 9'/4 2~ Ave. The VISTA workers are assigned to selected small businesses as technical assistances and as informal case managers to help owners and workers cope with their disabilities and life situations. In effect, they offer a continuum of supportive employment services. The strategic plan speaks to the importance of employment training and education. Among the planned developments that the VISTA workers would be assigned would be the new e-commerce training center. In this program, Iow-income persons with disabilities would be trained in Intemet sa/es, marketing, and shipping and handling, skills that could be carded over into self-employment in their own residences. The orientation of VISTAs to provide resource development is particularly important in our program, which operates a total voluntary effort. The recruitment and training of community and university volunteers to assist the owners/workers with their small businesses is essential to the latter's success. One of the VISTAs would have a primary assignment as our Volunteer Coordinator. 9. Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. For three and a half years, the small Mall project of EDF has been successful run without the benefit of full- time paid staff. It has been through reducing (or in this instance eliminating staff overhead) that the project has been able to maintain an accessible downtown location with their high rents. A main reason why volunteer staff has been able to manage is because of the contributions of the VISTA volunteers, whom we have had from the beginning of the small Mall in 2001. The productivity of the VISTA is well documented in our 3 ~ years' experience. They are good at supportive employment, especially he/ping small business owners' deal with the demands of ownership and at leveraging community resources. Consistently, the VISTA volunteer coordinator has been able to recruit an average of 50 volunteers (at any one time) who donate an average of 3 hours a week to our program. The VISTA volunteer is a committed volunteer who goes well beyond forty hour week and, fortunately in our case, is willing to work weekends and evenings. This is cdtical in that the small Mall is open minimally from 8 a.m. to 8 p.m., 365 days a year. To date, the VISTA volunteer has brought some needed computer-based skills to the program, which becomes even more essential as our program expands in the area of e-commerce. The VISTAs will be working with sub populations that according to the City Steps plan fall into the medium (those Iow-income persons with physical and mental disabilities) and high (for those with a substance abuse disability). These VISTAs will be working on economic development for both of these sub populations. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development- For-profit (3% amortized loan) Economic Development- Non-profit (1% amortized loan) Public Facilities Project- Non-profit (99 yr conditional occupancy loan) Public Service Project (grant) $4851.00 FY 2006 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab F Y06 Non-Housing Application 2 75 ppdcdbg#y06 non-housing app for vistas.doc projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible PLEASE NOTE: The Housina and Community Develooment Commission may mauest a coov of vour overall aaencv budaet. Budget Breakdown (Include only those costs directly related to the project.) Expense Category Type Status (e.g. salaries, List Source of acquisition, rehab) CDBG In- If possible, please Funds Other Funds Other Funds Kind Cash Antic. Comm. orioritize the budaet Please place an ?,(" in box that applies: VISTA Living $4,851.00 $4,851.00 RiverFest's River xxx xxx Allowance Run $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Amount of private\agency\other funds $4,851.00 (a) Amount of CDBG funds $4,851.00 (b) Total Project Funding $9,701.00 (c) (a + b) Number of persons assisted 173 (d) (see question 18) Total cost per person $ 56.08 (e) (c + d) Total CDBG Cost Per Person $ 26.04 (f) (b + d) FY06 Non-Housing Application ppdcdbg/fy06 non-housing app for vistas doc 276 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. The contribution of the VISTAs also includes filling the role of Volunteer Coordinator for the EDF projects (e.g. Uptown Bill's small Mall). To this end they recruit, train and supervise 50 volunteers at any one time who give an average of three hours service a week. Unskilled labor __ hours x $10 per hour = $ Skilled labor 150 hours x $12.50 per hour $ 62,500 Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Total $ 62,500 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). The River Run organization, a subsidiary of River Fest, has notified us that EDF has been selected as the race's principal charity. They have assured us that they would pick up the other half the costs of our co-share obligation to Arnericorps of $9,815.00. Americorps/VISTA also will be making a contribution to the project, by providing a second VISTA position at no cost. 14. Does the proposed project pay property taxes? Yes__ No xx 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? Yes No xx If "yes", what is the percent of full taxes paid? __% and amount paid $ The small Mall does pay federal income tax and state sales tax. Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes xx No Please explain. The project can be expected to continue beyond CDBG support. Depending upon the success of the River Run, they have indicated they should be able to pick up the full co-share by 2006. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: lf funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: July 1, 2005 Beginning of City Fiscal Year and Project Start Date FY06 Non-Housing Application 277 ppdc, dbg/fy06 non-housing app for vistas.doc The funding co-share obligation to Americaco~s/VISTA would begin July 1, 2005, and their first billing would be at the end of the quarter around October I . The first VISTA would come aboard in April 2005 at no expense; the second (the co-share) would begin service on July 1, 2005. Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. The two VISTA volunteers that would be supported by the requested CDBG funds would be assigned to full time work with EDF projects: 1) Helping the micro enterprise owners and workers at the small Mall. 2) Being part of the staff of the new e-commeme project helping persons with disabilities prepare for self-employment and 3) Assisting with the support needed to keep the universal design house at 1821 B Street going. In each instance, they would be working with Iow-moderate income persons and with high priority sub populations - homeless, mentally ill, developmentally disabled, etc. These EDF projects are complementary and supplementary to the work being done at System Unlimited, Goodwill Industries and the STAR program. These community services use the small Mall for job sites and training sites. With the expansion of the EDF program into e-commerce, this becomes even more attractive to referral agencies that often have limited resources to turn to for job placement and training. The EDF projects have the advantage of accessibility to underserved persons in need of economic and social supports. 18. List goal(s) of this specific project. In addition, 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 ~ will be used as income targeting for the CDBG Agreement). Number between 0 - 30% median income 82 persons (a) Number between 31 - 50% median income 70 persons (b) Number between 51 - 80% median income 10 persons (c) Number between 80 - 100% median income 7 persons (d) Number over 100% median income 4 persons (e) ' Total 173 persons (f) Percent LMI 94% (a + b + c) + f) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). The outcome data for this project essentially is the expected outcomes of the EDF projects: The small Mall, the Micro Enterprise Center and the Universal Design House. The outcome for the small Mall is to sustain the six micro businesses that are currently there and increase their revenues by 20% over FY 2005. In addition, two co-owners are to be added, one for the Bookmart and the second, for Leslie's Luxuries, while sustaining the current owners; we are also planning to add one full FY06 Non-Housing Application 278 ppdcdbg/fy06 non-housing app for vistas.doc independent contractor to Mick's Workshop and another to Funk's Grove Law and Garden Care. These latter two will be seasonal positions. All current trainee and work stipend slots will remain filled. At least one micro business would be incubated in the coming year. Assuming progress is made on our micro enterprise center we would be adding eight new part-time work opportunities and providing training 6-6 persons with disabilities in e-commerce for eventual self- employment in their own home residences in FY 2006. /n the housing arena, we are adding one Iow-rent one bedroom unit in the Universal Design house by March 1, 2005, and we hope to add three one-bedroom be/ow market rent apartments on the second floor of our planned micro enterprise center by September 1, 2005. 20. Please discuss how these outcome data will be met by the proposed project. The VISTA volunteers will be assigned as they come available. The first VISTA could be appointed by April 1, 2005. This VISTA would be assigned to assist with the on-going operations at the small Mall and would become part of the team to implement the e-commerce training and service center project. The second VISTA would be appointed on or around July I, 2005 and would assume the Volunteer Coordinator role at the small Mall, provide some micro enterprise support, and later assist in training persons with disabilities in e-commerce in the new micro-enterprise center. The ongoing work at the small Mall and the Universal Design House are in place; the expansion to the micro enterprise into e-commerce is somewhat dependent upon the purchase of a property at 912 - 914 2"d Ave. If the building comes through, the program will come through, because the program resources are in place. 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Section $ - Capacity\History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July I to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of t 2131/04) FY03 (July 2002 - June 2003) $35,000 $35,000 FY04 (July 2003 - June 2004) $35,000 $35,000 FY05 (July 2004 - June 2005) $20,000 $10,000 @ $1667 per mo. 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes xx No . If"No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. EDF is an outgrowth of the International Bill Foundation (IBF), which was informally organized in 1974 to administer Wild Bill's Coffee Shop on the University of Iowa campus. The IBF merged with EDF in 1999, and the latter's mission was redirected to promote education and service to the elderly with persons with disabilities. In July 2001, EDF started Uptown Bill's small Mall project with the assistance of a CDBG grant, while contracting with the University of Iowa to continue operation of Wild Bill's Coffee Shop. The small Mall provided opportunities for persons with disabilities to become owners of and/or workers in a series of FY06 Non-Housing Application 279 ppdcdbgJfy06 non-housing app for vistas.doc small businesses located in the current 401 South Gilbert St. location. The businesses started and currently in operation include a coffee shop, a bookstore, an antique/collectible shop, a vintage clothing store, a computer graphics business, and an alcohol and smoke free family music venue. At other locations, EDF sponsors a furniture refinishing and small home repair service (Mick's Workshop) and a lawn and garden service (Funks Grove). Both services are housed in a rented building at 2218 F Street. In the past two years, two other micro enterprises have been incubated - Uptown Arts (now a private for profit business called the School of Performing Arts and Akebuland, an African clothing boutique that has been moved to Minneapolis. The small Mall is also home to AA Inter-group office and serves as host to ten weekly AA meeting in its music venue space. The success of the small Mall is measured in the number of work opportunities created (currently 11.5 FTE's). This includes providing ownership opportunities for (8) persons, and some level of paid work opportunity for another 12-15 persons. Other persons with disabilities work as unpaid volunteers, along side the 50 or so community and university student volunteers who weekly make their presence felt at the small Mall. The commitment to CDBG of providing work opportunities to 10 FTE/persons with disabilities was met by the end of the second year of the grant. The utilization of the small Mall by Iow-income persons, homeless persons with disabilities are significant (with about 30-40 stopping in daily). With long hours (average 13 hours daily) and being open 365 days a year, the small Mall offers a supportive and welcoming environment for many persons with limited family resources and with limited social skills. Revenues generated by the small Mall have grown well over $200,000 per year. EDF has been able to meet more than 50% of rent and utilities and 100% of operating expenses from small Mall revenues. Its potential for sustainability beyond its current CDBG grant is good. In 2003, EDF assisted two of its owners with disabilities in becoming owners of a "rent to own", Section 8 home at 2218 B Street and finding another live-in caregiver with a disability to help one of the wheelchair-bound owners. EDF assists with handling the finances of the home and in dealing with problems of daily living. EDF has also taken on the fund raising and oversight of a 90-minute documentary project on the life and legacy of Bill Sackter. The purpose is to help the Bill story become part of the folklore, which features a handicapped man as hero. The local filmmaker is a noted documentarian who recently won an Emmy for his documentary on the Nazi drawings of Maurice Lazansky. EDF has a solid reputation in the community as both a business and a service. It is a member of the Iowa City Chamber of Commerce and the Iowa City/Coralville Convention Bureau. The organization and its project have received considerable positive publicity in the local press. The organization was recently covered in an article in the New Corridor Business Journal. The small Mall has been a popular referral resource for other local disability-serving organizations and is used by the ARC, Goodwill and Shelter House. The space has become a regular meeting place of the Johnson County Coalition on Disabilities, the Brain Injury Association, the AA Inter-Group Board of Directors, Iowan's for Peace, The Unsung Forum (song writer's group), the Mud River Music Cooperative, the Irish Slow Session music group, and others. EDF is run by a 15-member board of directors consisting of community lay and business leaders, university representatives and persons with disabilities. This board meets quarterly, with an Executive Committee, a Community Relation Committee, and a Long Range Planning Committee that meet monthly. A separate University Relations Committee meets twice monthly. Overt the past three years, EDF has raised nearly $150,000 from local sources to fund the documentary and to build an endowment from which to subsidize rent/utilities after July 2007 when CDBG support ends. ^ total of (52) different individual or corporate donors have made a contribution to one or another of its projects. River Run, which sponsors a run associated with the University of Iowa River Fest, has selected EDF as its principal charity. FY06 Non-Housing Application 280 ppdcdbg/~06 nor~housing app for vistas,doc An experienced administrator, Dr. Tom Walz, a retired university professor and academic administrator, directs the EDF. Walz commits nearly 70 hours per week as EDF director and small Mall manager. His volunteer commitments have been widely recognized. He was named a top ten finalist in the Volve for Life Awards' program and was selected Iowa Volunteer of the Year. Other staff includes two full-time VISTA volunteers and a part-time contracted bookkeeper. An average of (50) student and community volunteers work an average of 3 hours per week throughout the year in support of the small Mall micro businesses. FY06 Non-Housing Application 281 ppdcdbg/fy06 non-housing app for vistas.doc City of Iowa City FY06 Funding Request for Non-Housing Projects 1. Name of Project: Free Medical Clinic Case Management L~, 2. a. Total Amount of CDBG Funds Requested: $10,000 3. Name and address of applicant/organization: Iowa City Free Medical Clinic 120 North Dubuque St. Iowa City, IA 52245-1708 4. Did you attend the applicant workshop? __X__ If yes, please circle the date attended. 4. Contact Person: Sandy Pickup Phone Number: $$7-9727 Fax Number: $41-0054 Email Address:spickup3@mchsi.com 5. location of proposed project: Iowa City Free Medical Clinic 6. Check CITY STEPS Objective (check only one): Homeless Needs Public Facility Needs X Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). The Iowa City Free Medical Clinic (FMC) proposes a continuation of our case management program for people with chronic illnesses. The purpose of this program is to improve the health outcomes (and quality of life) for our clients with diabetes (DM), hypertension (HTN), asthma and depression. The grant will partially fund a full time position for this program for one year. The case manager will provide ongoing support for the growing number of uninsured patients with chronic illnesses who are served by FMC. Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). Health services are ranked high priority in the city development plan. In the 2004 NON.HOUSING COMMUNITY DEVELOPMENT PLAN it was estimated that $40,400,025 would be needed to address health care needs in the community. Within our case management program it is estimated that over $400,000 in medications are contributed to Free Medical Clinic. $90,000 in volunteer labor is donated by local professionals, providing healthcare to patients with chronic illness. While this is far from the millions of dollars needed to provide healthcare services, it is important to acknowledge the donated services and medications leveraged by FMC to accomplish this goal. FY06 Non-Housing App/ication 282 ppdcdbg/fy06 non-housing app .doc By providing free medication, exams by medical professionals and continuity of care, our case management program will assure access to health care and health education for Iow-income people who five with chronic health problems. The Johnson County Health Improvement Planning Committee prioritized two tiers of health issues. Tier one consists of Access to Care, Alcohol Abuse, Mental Health, Overweight/Obesity and Special Population Issues. Tier two consists of Cardiovascular Disease, Coalition to Coordinate Services, Lack of Health Insurance, STD's/HIV and Tobacco. Many of these issues are directly related to the services provided by FMC's Case Management program. Healthy Iowans 2010 also includes diabetes, heart disease and stroke and health care access as priorities in Iowa's health agenda. Health Services Hi.qh Priority Need Priority Need Level (High, Medium or Low) 9. Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. The purpose of our case management program is in keeping with our mission of "providing health care to those in need." The people we see have no health insurance and do not qualify for other assistance. We want to assure they have the same access to care as do other people in our community. By keeping people with chronic illness out of emergency rooms and providing preventive treatment to avoid more complex health problems we are assuring a more appropriate use of health resources. (i.e. FMC is cheaper than an E.R. visit.) Due to proper screening, referrals from UIHC, Mercy-on-Call, Hope House, Proteus, MECCA and other community health care providers, approximately four new case management patients are enrolled into the program each week. In FY 04 we had 1,321 patient visits for DM and HTN and another 314 visits for asthma and depression. This is a 21% increase in visits for these conditions from FY 03 and 67% since FY 01, when FMC first received CDBG funding for the case manager position. Last year 351 clients received case management services. Our outcomes demonstrate that our case management program is successful. 100% of patients are on prescription medications. 80% are monitored at least every 3 months in the clinic, compared to 45% before this program was in place. We continue to seek funding to provide diabetic testing supplies to as many patients as possible. Dudng FY01 we provided 13 glucometers to diabetic patients. In FY 03 we provided 26 glucometers to patients. In addition, we provide glucometer test stdps to at least 15 patients per month (as well as lancets and syringes). In keeping with the overall increase in client numbers, in FY 04 we dispensed 47 glucometers (and 153 boxes of strips). It is especially important for this project to be a part of FMC. Being uninsured and Iow-income increases a persons' risk of becoming chronically ill. Attached are recent articles that demonstrate the worth of Case management for people with chronic illness. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development- Non-profit (1% amortized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) Public Service Project (grant) $10,000 2005-2006 FY06 Non-Housing App/ication 283 ppdc~bg/fyO6 non-housing app .doc 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible PLEASE NOTE: The Housin~l and Communit7 Development Commission may request a copy of),our overall a~lency bud~let. Budget Breakdown (Include only those costs directly related to the project.) Type Status Expense Category (e.g. salaries, acquisition, rehab) List Soume of If possible, please CDBG In- prioritize the budget Funds Other Funds Other Funds Kind Antic. Comm. Please place an "X" in box that applies: Salaries & Benefits $10,000 $32,400 Grants & X X donations Medical Supplies $ $5,000 Churches & X X service clubs Educational Materials $ $100 FMC X X Medications $ $400,000 Pharmaceutical X X Companies & Mercy Hospital Laboratory Tests $ $12,000 University Of X X Iowa Hospitals & Clinics Volunteer Support $ $90,000 X $ $ Amount of private\agency\other funds $539,500 (a) Amount of CDBG funds $'/0,000 (b) Total Project Funding $549,500 (c) (a + b) Number of persons assisted 360 (d) (see question 18) Total cost per person $1,526 (e) (c + d) Total CDBG Cost Per Person $28 (f) (b + d) FY06 Non-HousingApplication 284 ppdcdbg/hTO~n°n-h°usingappd°c 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor 385 hours x $10 per hour = $3,850 Skilled labor (nursing students) __ 1250 hours x $11 per hour = $'/3,750 Skilled labor (physicians) 500 hours x $80 per hour = $40,000 Skilled labor (pharmacists) 850 hours x $34 per hour = $28,900 Skilled labor (lab technicians) 250 hours x $14per hour = $3,500 Total $$90,000.00 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). HF~SA depression screening grant (last year of 3 year funding in FY 05 but re-application for 3 more years), Pharmaceutical Companies (ongoing), Iowa Department of Public Health (smoking cessation- obtained in FY 05), large pdvate gift, ongoing application for mini-grants to pumhase supplies. 14. Does the proposed project pay property taxes? Yes__ No X 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? Yes No__ If "yes", what is the percent of full taxes paid? __% and amount paid $ Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No Please explain. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). 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, 2005 Beginning of City Fiscal Year and Project Start Date Perform Chart review and determine patient progress. July 1, 2005 - June 30, 2006 Screen all new clients at each clinic to determine eligibility and need for our progrem Order medications bi-monthly Purchase glucose monitoring equipment and supplies as needed. June l-June 30, 2006 Program evaluation Outcome measures Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. FY06 Non-Housing Application 285 ppdcdbg#y06 non-housing app doc Healthy people are more able to maintain employment; employment hopefully means maintaining a standard of living that avoids homelessness. Preventive health care means less costly visits to the emergency room and a continuity of care that maintains a healthy lifestyle. FY06 Non-Housing App/ication 286 ppdcdbg/fy06 non-housing app doc 18. List goal(s) of this specific project. FMC will provide Case Management Services for the Chronic Care patients. Objectives: 1. Assist 200 clients (minimum) with ongoing support services such as ensuring the client has the appropriate medication, equipment, education and follow-up appointments with the primary physician ands any necessary specialist. Case Manager will screen and enrofl new clients in the case management programs 2. 80% of Chronic Care patients will be monitored every 6 months. 3. 100% of Chronic Care patients will be offered dietary counseling. 4. 100% of Chronic Care patients will be offered a flu vaccination. 5. 80% of Chronic Care patients will receive a flu vaccine. 6. 100% of Chronic Care patients will have an annual lipids panel drawn and will be treated as needed. 7. 100% of diabetic patients will have an annual HBA 1C blood tesL 8. 90% of diabetic patients will receive a glucometer and testing suppfies. g. 85% of diabetic patients will receive an eye exam once every two years. 10. 100% of diabetic patients will be evaluated for the preventative use of ACE inhibitors or ARB for renal protection; appropriate patients will be treated. In addition, 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 328 persons (a) Number between 31 - 50% median income 20 persons (b) Number between 51 - 80% median income 10 persons (c) Number between 80 - 100% median income 2 persons (d) Number over 100% median income persons (e) Total 360 persons (f} Percent LMI 99% (a + b + c) + f) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). Measurable outcome data: Improve compliance with appointments and medication use. Improve control of symptoms of disease, and decrease complications of disease Increase knowledge of disease process, nutrition, medications and self-care behaviors. Increase use of self-care behaviors. Increase satisfaction with care and improve quality of life. 20. Please discuss how these outcome data will be met by the proposed project. The case manager will provide education to help clients increase knowledge of illness and develop self-care behaviors Assist staff physician to meet clients' needs in a comprehensive and consistent manner; providing services within the scope of practice and according to FMC protocols. Monitor client medication use to ensure correct use and to provide timely refills Provide and follow-up on referrals for services needed but not provided at the clinic FY06 Non-Housing Application 287 ppdcdbg/fy06 non-housing app .dOC 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Section 5 - Capacity\History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12131104) FY03 (July 2002 - June 2003) $18,000 $18,000 FY04 (July 2003 - June 2004) $7,500 $3,409 FY05 (July 2004- June 2005) $16,500 $9,000 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No__. If"No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. In FY 0'1 FMC requested $39,500 CDBG funds to pilot a case management project. $21,275 was awarded and a half time person was hired to implement this program. (Because of staff turn-over the full amount was not spent). IN F Y 03 FMC requested $38,413 and received $18, 000. In FY 04 we received a $7,500 CDBG grant and in FY05 we are administering a $16,500 CDBG grant. We also currently manage grants from the State of Iowa, County funding, etc... FY06 Non-Housing Application 288 ppdcdbg/fy06 non-housing app doc Pub ed of Medicine Entrez Put)Mod Nude¢~tide Protein Ce~ome Structure OMIM PMC Journ@Ls Books SearchlPub"ed ~ forl 691 qeay,I Limits Preview/index History Clipboard Details DisCay [Abstract E Show: ~ ISort E Send to [Text About Entrez Ie×t Version [- 1: Am J Prey Med. 2002 May;22(4 Suppl): 15-38. Related Articles, Lin ks Entrez PubMed Overview The effectiveness of disease and case management for people with diabetes. Help ] FAQ A systematic re¥iew. Tutorial New/Noteworthy E-Utilities Norris SL, Nichols P J, Caspersen C J, Glasgow RE, Engelgau MM, ,lack L, Isham G, Snyder SR, Carande-iulis YG, Garfield S, Briss P, McCulloch D. PubMed Services Journals Database MeSH Database Division of Diabetes Translation, National Center for Chronic Disease Prevention and Single Citation Matche~ Health Promotion, Centers for Disease Control and Prevention, Atlanta, Georgia 30341, Batch Citation Marcher USA. Scn5~cdc.gov Clinical Queries LinkOut Cubby This report presents the results of a systematic review of the effectiveness and economic efficiency of disease management and case management for people with diabetes and Related Resources forms the basis for recommendations by the Task Force on Community Preventive Order Documents Services on the use of these two interventions. Evidence supports the effectiveness of NLM Catalog NLM Gateway disease management on glycemic control; on screening for diabetic retinopathy, foot TO×NET lesions and peripheral neuropathy, and proteinuria; and on the monitoring of lipid Consumer Health concentrations. This evidence is applicable to adults with diabetes in managed care Clinical Alerts ClinicaITrials.gov organizations and community clinics in the United States and Europe. Case management is PubMed Central effective in improving both glycemic control and provider monitoring of glycemic control. This evidence is applicable primarily in the U.S. managed care setting for adults with type 2 diabetes. Case management is effective both when delivered in conjunction with disease management and when delivered with one or more additional educational, reminder, or support interventions. Publication Types: · Review PMID: 11985933 [PubMed - indexed for MEDLINE] Display [Abstract S ow: 'lso E :S~Ol0 /Text :~i Write to the Hel~_D_esk NCBII NLM I-N!H _D_~partment of Health & Human Services P_dv_acy Statement I Freedom of Information Act I Disclaimer !an 12 20(}5 06:52 28 289 The Case for Diabetes Disease Management Diabetes is increas- ale hypertensive - Table l)1~ lng to near-epl with more than 15 million dla demic propor- heres-related visits annually to tions in the United States. healthcare providers?3 ]n addi- The number of Americans tlon, a quarter (~4 percent) of with this dkagnosis jumped patients with diabetes report they 49 percent between the were hospitalized in the past years 1990 and ~000.~ year)l Approximately 17 million The total cost of diabetes has individuals have diabetes, been estimated at $132 billion of which fully one-third are per year.is Of that amount, $9~ undiagnosed and untreated? billion are direct medical costs The overall prevalence rate and $40 billion are 'indirect" for the disease is 7,3 per- costs, Indirect costs include $4.5 cent, with 800,000 new billion in lost workdays and $6.3 cases diagnosed each year.~ billion in restricted activity days. Dlabete~ is generally clas- It has also been estimated that per sffied into two categories, T)i0e/' d/abetes is an autoimmune dis- capita medical expenditures for individuals with diabetes ease in which the body attacks and eventually destxoy~ insulin were $13,243 versus $2,650 for non-diabetics.~ producing cells of the pancreas.~ Type I diabetics make up only A study of a large employer population found that coin about 5 percent of all diabetic~.~ Type 1] diabetes ~ a metabolic bined medical and lost productivity costs were more than disorder in which the body is unable to properly use insulin to $4,000 higher in workers with diabetes? Another study control blood sugar levels/ The main risk factor for developing found that diabetics reported 8.3 days of poor physical Tyro I1 diabetes is obesity and the increase in diabetics has roi health and 2.8 days of poor mental health in the past month, lowed the increase in obesity,a5 compared with 3.0 and 1,8 days, respectively, for non dia The onset of Type Il diabetes used to occur after the age betics/s Finally, a recent study has estimated that lost yearly of 30, but increasingly children and adolescents are being earnings for diabetics range from $3,700 to $8,700.'~ diagnosed with it.~ Other risk factors include lack of exercise, poor diet, smoking, hypertension and having first-degree tel- Clinical Indicators of Diabetes Management atives with the disease? z A quarter (27 percent) of U.S, The American Diabetes Association recommends that din- adults do not engage ha any physical activity and another betic patients should have a variety of tests done on an annu quarter (28 percent) are not regularly active,a al or biennial basis, including eye and foot exams, A1C and Diabetes is also often a co-morbidity with other chronic microalbuminuria testing, and a lipid (cholesterol) proflleY diseases. Thirty-two percent of diabetic patients have coro- In addition, they recommend that diabetics achieve an A1C nary artery disease (Table 1) compared with only 16 percent score of less than 7.0 percent, a blood pressure of less than of nomdiabetics,~ In addition, 50 percent of diabetics have 130/80 and LDL levels less than 100 rog/all. Meeting these evidence of cardiovascular disease at the time of their diagno- and other goals, such as weight control and proper diet, can sis,~2 and cardiovascular disease accounts for 48 percent of reduce costly complications associated with diabetes, espe- diabetics' deaths.~ cially in the long run. Many diabetic patients, unfortunately, are not achieving Costs of Diabetes these goals. A very recent national study by the Rand Corpo- Diabetes is second only to hypertension as the reason for ration found that for 13 quality indicators for diabetes, the which people visit a physician (32 percent of diabetics also average rate of adherence was only 45.4 percent,za This leaves 29O Table 1: Comorbidities Associaled with Diabetes boric patients better manage their disease and also help pre- Comorbidity Prevalence Rate vent the onset of Type l] diabetes. CorSolutions' weight Arthritis8 21.4% by the National Institutes of Health, and the National Heart, Coronary Artery Diseasev , 31.8% Lung and Blood Institute? One of the goals is to reduce the End-Stage Renal Disease~°* 25 [o 40% risk of obesity-related conditions, such as diabetes and coro- t:ye Disorder* 19.9% and costs as well as improving productivity. Depending on Hypertension~ 32.2% the risk profile of your employee population, a disease man- Mental Illnesse 13.5% ed with diabetes and obesity. ~ Nephropathy'° 40% Patrick gun, BS, is Executive Vice President of Sales for CorSolu- Ulcer {foot)" * 15 % dons. Cua is an advisory board member for the IHPM, a member of the American College of Healthcare Executives and the Dal- · Lifetime prevalence, las~Fort Worth Business Group on Health. significant opportunities for improvement. It is known, for Allen B. King, MD, FACP, FACE, CDE i~ ~sistant Clinical example, that glycemlc (A1C) control improves ma indivld- Professor of Medicine at the University of Cali~rnia San Francis- ual's quality of life, reduces absenteeism and increases pro- co at Natividad Medical Center and MediCal Director of the ductive capacity.2~ Diabetes Care Center in Salinas, California. Medical journals such as Preventive Medicine, Diabetes Care and Aerospace MealY- Disease Management of Diabetes Becoming cine have published King's articles. Dr. King aha serves as a national advisor to AstraZeneca, Eli Lilly and Takeda Pharma- More Widespread ceutical and is a national speaker in the field of diabetes care. ment (DM) improves patient health and reduces healthcare Dactyl L. Landis, MD, MBA, CPE, FAAFP is Sr. VP of Health costs?4 z~ This has led to strong growth in DM programs as Intelligence and Chiq~Medical Officer at CorSolutiom. Recently part of a total healthcare package. A survey completed in VPofBusiness DevdopmentandMedicalDireaor, Health 1998 found that nearly 80 percent of HMOs had a diabetes Intelligence Services, Ingenix, a division of UnitedHealth Group, DM program in place? In addition, diabetes is one of the Landis is also a family practitioner with a rich history in business development and health intel~ence services, the Founder of Pre- top five DM program initiatives of pharmacy benefit man sion Health Partners, PHO; a member of the Board of Trustees of agement companies (PBMs)? the WV Medical lnstis'ute; and Founder and Chairman of The Center for Medicare and Medicaid Services (CMS) Nazareth Project, Inc. DM for a variety of conditions, one of which was diabetes. David R. Walker, PhD, is Dir. of Health Services Research at CorSolutinns will be providing diabetes disease management CorSal~tion$. He has presented nationally over the p~zst ye, gr for (in addition to coronary artery disease and heart failure) to DiseaseManagementA~sociation of Ametica, American Public the Medicare fee-for-service population in the State of HealthAssociatlon, Chest. 4thSdentificForum on Qualityof Care and Outcomes Research in CVD and Stroke, and American Louisiana as part of a CMS demonstration project, college of Allergy, Asthma &Immunology. Walker hm articles published in Disease Management, Disease Management and Summary Health Outcomes, and Managed Care lnte~Cace. His areas of Diabetes is a highly prevalent and costly chronic condition expertise include outcomes analysis, econometric modeling, and CorSolurlons, [nc., is the n~tion ~s leading complete health intelli- productivity. A diabetes disease management program can gence andsolulions company that meaturably improves lives. An improve patient health, quality of life and productivity. In industrypioneer, CorSolutions has the longest tenure ofddivering the short run, costs may increase as patients are put on proven healthcare outcomes to employers, health plans andgovern- ~s high-cost events (e.g.. amputations) are averted and lost productivity reduced. 291 The Case for Diabetes Disease Management References 19. Saaddine )B, Engelgau MM, Beckles GL, et al. A diabetes 1. American Diabetes Association and The National Pharmaceutical report card for the United States: quality of care in the 1990s. Council. A Closer Look at Diabetes. Ann b~tern Med 2002:136(8):565-574, 2. Howard BV, Rodriguez Bl,, Bennett PH, et al. Diabetes and car- 20. Harris MI. Racial anti ethnic differences in health care access diovascular disease. Circulation 2002;105:c132-c137. and health outcomes for adults with type 2 diabetes. Diabetes 3. Mokdad AH, Bowman BA, Ford ES, et al. The continuing epi- Cam 2001;24(3):454-459. demics of obesity and diabetes in the United States. jAMA 21. Jencks SF, Cuerdon T, Burvven DR, et al. Quality of medical 2001;286(10):1195-1200. care delivered to medicare beneficiaries: a profile at state and 4. Egede LE, Zheng D. Modifiable cardiovascular risk factors in national levels. JAMA 2000;284(13):1670-1676. adults with diabetes: prevalence and missed opportunities for 22. Testa MA, Simonson I)C. Health economic benefits and quali- physician counseling. Arch Intern Med2002;162:427-433. ty of life during improved glycemic control in patients with type 5. Hu FB, Manson JE, Srampfer MJ, et al. Diet, lifestyle, and the 2 diabetes mellitus: a randomized, controlled, double-blind trial. risk of type 2 diabetes mellitus in women. N EnglJ Med JAMA 1998;280(17):1490-1496. 2001;345(11):790-797. 23. McGlynn EA, Asch SM, Adam J, et al. The quality of health 6. Hansen JR, Fulop MJ, Hunter MK. Type 2 diabetes mellitus in care delivered to adults in the United States. NEnglJMed youth: a growing challenge. Clinical Diabetes 2000;18(2). 2003;348(26):2635-45. 7. Standards of medical care for patients with diabetes mel[itus. 24. Krumholz HM, Baker DW, Ashton CM et al. Evaluating quail- Position Statement. ClinicalDiabetes 2002;20(1):24-33. ty of care for patients with heart failure. Circulation 2000; 101: 8. Partnerships for Solutions. Diabetes: the impact of multiple e122-e140. chronic conditions. May 2002. 25. Rich MW. Heart failure disease management: a critical review. 9. Ramsey S, Summers KH, l.eong SA, et al. Productivity and reed- J CardFai11999; 5(1): 64-75. ical costs of diabetes in a large employer population. Diabetes 26. Rossiter LF, et al. The impact of disease management on out- Care 2002;25(1):23-29. comes and cost of care: a study of low-income asthma patients. I0. Zandbergen A, Baggen M, Lamberts S, et al. Effect of Losartan Inquiry. Summer 2000;37:188-2002. on microalbuminuria in normotensb,e patients with type 2 dia- 27. Rich MW, Beckham V, Wittenberg C, et al. A multidiscipli- betes mellitus. Ann Intern Meal2003;139(2):90-96. nary intervention to prevent the readmission of elderly patients 11. Green MF, Aliabadi Z, Green BT. Diabetic foot: evaluation with congestive heart failure. NEJM 1995; 333:1190-1195. and management. South MedJ2002;95(1):95-101. 28. Weingarten SR, Henning JM, Badamgarav E, et al. lnterven- 12. Henry RR. Preventing cardiovascular complications of UTe 2 t/OhS usedin disease diabetes: focus on lipid management. Clinical Diabetes 29. management programmes for patients with chronic illness- 2001;19(3): 113-120. which ones work? Meta-analysis of published reports. BMJ. 13. National Academy on an Aging Society. Diabetes: a drain on 2002;325:925-932. U.S. resources. April 2000, Number 6. 28. The Diabetes Control and Complications Trial Research 14. American Diabetes Association. Economic costs of diabetes in Group. Influence of intensive diabetes treatment of qualiry-of- the U.S. in 2002. Diabetes Care 2003;26(3):917-932. life outcomes in the diabetes control and complications trial. 15. Valdmanis V, Smith DW, Page MR. Productivity and econom- Diabetes Care. 1996;19(3):195-203. ic burden associated with diabetes. AmericanJournalofPublic 29. National Pharmaceutical Council. Disease Management: Bal- Health 2001;91(1):129-130. ancing Cost and Quality. The Value of Disease Management: 16. Ng YC, Jacobs P, Johnson JA. Productivity losses associated Monograph 2. Studies on the benefits of disease management with diabetes in the U.S. Diabetes Care 2001;24(2):257-261. services for the treatment of diabetes. February 2000. 17. American Diabetes Association. Standards of medical care for 30.Landis DL, King AB, Walker DR. Disease management patients with diabetes mellitus. Diabetes Care 2003;26(Supple- improves quality of life and reduces ]HbAlc levels in diabetic ment 1):S33-S50. patients. Presented at thc American Diabetes Association Sci- 18. Lied TR, Sheingold S. HEDIS peribrmance trends in mcdicarc entitle Sessions. June 2003. managed care. Health Care Financing Review 2001;23(1):149-160. Health & Productivity Management 292 City of Iowa City Ili-ll 2 0 2005 FY06 Funding Request for Non-Housing I f(N cts 1. Name of Project: The John Thomas Security Deposit and Emergency AssistanceProgram 2. a. Total Amount of CDBG Funds Requestedl $ $5,000 b. Loan: $ 0 3. Name and address of applicanForganization: Shelter House Community Shelter and Transition Services P. O. Box 3146 Iowa City, IA 52244 Did you attend the applicant workshop? X Yes If yes, please circle the date attended. December 16, 2004 JL-~a~rY '12, 2~ 4. Contact Person: Christina M. Canganelli 'Phone Number: 319-338-5416 ext. 102 Fax Number: 319-358-7132 Email Address: ehpcmc@aol.com 5. Location of proposed project: Shelter House Administrative Office 1700 South First Avenue Ste 21 Iowa City, IA 52240 6. Check CITY STEPS Objective (check only one): Homeless Needs Public Facility Needs X Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). Shelter House is seeking continuation of funding for a fifth year of our John Thomas Security Deposit Assistance program that was piloted in July of 2001 with $5,000 in CDBG funds and a private donation of $3,000. The program is des;gned to assist Iow-income and homeless individuals and families in the community in accessing financial assistance towards the upfront cost of rental security deposit. The program is administered by a full-time Shelter House staff and is designed to work with local agencies, faith communities and landlords/property management companies. Since July of 2001, a sum of over $30,000 has been expended towards security deposits and rental assistance to Three- hundred, thirty-seven households with an average of $100 per recipient. If awarded, the fund will be used to continue to assist homeless and Iow-income individuals and families in securing financial assistance towards their upfront housing costs or emergency rental or utility assistance while leveraging other community resources and support. FY06 Non-Housing Application 293 ppdcdbg/security deposit 06 Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing r,.~iarket Analysis. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). It is evident that our program meets the strategies and goals cited in the consolidated plan. Page 107 identifies, "Strategies for addressing the Needs of Persons who are Homeless, subject heading a: Homeless Prevention, Strategy: Assist Iow*income households in maintaining and retaining their existing housing and Objective a: Establish/Improve emergency rent, mortgage and utility assistance." With our expansion to include not only emergency rental/utility assistance but also rental counseling to those who are homeless or near-homeless, we are clearly addressing the strategy of homeless prevention by assisting individuals and families in maintaining and retaining their existing housing or transitioning from the shelter to obtain stable housing. Although rentai security deposit assistance is not explicitly listed as a priority need in the specified sections of CITY STEPS, it is discussed in the narrative and supportive sections, Page 16 of the document states that "the high cost of damage and utility deposits acts as a barrier for Iow-income households to enter into the rental market~ Currently there are no citywide rental programs that allow payments to be spread over a few months to ease the cash- up-front crisis." Page 101 indicates, "The city intends to continue programs and pursue expansion of the amount of rental assistance available." Priority Need: Emergency Shelter Priority Need Level: Families: High Individuals: High w/Special Needs: Medium 9. Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. It has been clearly documented in CITY STEPS that "the high cost of damage and utility deposits acts as a barrier for Iow-income households to enter the rental market"(CITY STEPS page 16). Our clients consistently face this barrier as they attempt to move from homelessness to affordable housing. As Shelter House runs at capacity almost every night, each additional day a family or individual remains in the shelter, more and more people are denied shelter. Compounding this is the 15- month- 2-year waiting period for persons who are signed up to receive Section 8 Housing through the Iowa City Housing Authority. Many families find themselves considerably more cost-burdened as they are trying to afford market rate rent and security deposits. It becomes evident that financial resources are needed to assist individuals and families bearing the burden of high up-front housing costs. Affordable housing continues to be one of the greatest needs among Iow-income and homeless individuals and families in the Iowa City area. CITY STEPS maintains, "Because of the high market rents in Iowa City, rental assistance is the most often cited and important need identified by Iow- income persons"(CITY STEPS page 101). Iowa City households that report a "housing problem" are most often speaking about the lack of affordability. CITY STEPS asserts, "Cost-burdened households comprise approximately 84% of all households reporting 'housing problems'"(CITY STEPS page 13). Last year, financial assistance was provided to Fifty Iow-income (0-30), female-headed households. Of those households, the John Thomas Security Deposit Assistance Program has kept One-Hundred and Four children ;~ secure, permanent housing in the last year alone. Shelter House has also found alternatives for those who need more assistance than what the program is able to provide. Individuals and families are given referrals to other resources in the community that may be able to assist them. Likewise, Shelter House has located methods to have utility services extended to individuals and families within the community if they have small children or a medical condition that requires that the utilities stay in service. Shelter House staff spend about Twelve hours a month connecting individuals and families to the proper resources within the community. The John Thomas Security Deposit Assistance Program helps prevent individuals and families from becoming homeless by helping them maintain their permanent, stable housing. In addition to financial assistance, Shelter House has detected a need for tenant/landlord education in order for individuals and families to develop the knowledge for maintaining stable, permanent housing. FY06 Non-Housing Application 294 ppdcdbg/securi~y deposit 06 For this, a rental counseling aspect has been affixed to the John Thomas Security Deposit Assistance Program. CITY STEPS perceived the need as well: "Strategy: Provision of Tenant/Landlord Education and Short-Term Objective: Continue outreach and provide forum for communication and education between tenants and landlords. Long-Term Objective: Establish tenant/landlord training programs"(CITY STEPS page 119). The Iowa City Housing Authority concurs: "The ICHA recognizes the need for improved communication and education between tenants and landlords/owners"(CITY STEPS page 106). Individuals and families are better able to maintain and retain their housing with increased education; specifically in topics such as peacefully resolving disputes between landlords and tenants, rights and responsibilities of landlords and tenants, money management, being a good neighbor and the implications and expectations of signing a lease. The University of Iowa Accounting Fraternity Beta Alpha Psi and Shelter House have partnered to provide extensive money management services to clients. Therefore, with the addition of renter education, tenants and potential tenants are able to assess their financial situation and base their decisions on apartment affordability and other financial obligations they may have (i.e. utilities, groceries, medications, etc.). The John Thomas Security Deposit Program addresses the strategy of providing tenant/landlord education to increase the number of program participants in stable, permanent housing. Furthermore, CITY STEPS has observed the need for tenants and landlords to be educated about fair housing practices: "Strategy: Conduct activities to affirmatively further fair housing and Objective c: Provide information and access to community/housing resources through Tenant-Landlord Education"(1. A sub-topic in the Rental Counseling given from the John Thomas Security Deposit Assistance Program involves the subject of Fair Housing. Staff uses the Fair Housing Guide and A Consumer's Guide to Fair Housing, published by the Iowa Civil Rights Commission to educate participants of the program about the complaint process regarding housing discrimination and on the grounds a person can make a complaint. The John Thomas Security Assistance Program provides fair housing-related information to participants in order to increase their awareness of fair housing opportunities in Iowa City. Lead-based paint hazards, while Iow in Iowa City, are still serious when detected and warrant increased awareness for the potential dangers, especially to children, tn September of 2003, Shelter House received notice of policy changes to our program administration to meet the requirements of HUD's Lead Safe Housing Rule (24 CFR 35). This requires that all properties assisted with CDBG or HOME funds for security deposit must be built before January 1, 1978. For this, a sub-topic of the Rental Counseling is devoted to educating participants about the dangers of lead-based paint with the material distributed. CITY STEPS has round that education is the proper means for citizens to avoid lead poisoning: "Iowa City's main action at this time is the education of its citizens concerning the potential hazards of lead based paint." Further, in keeping with the primary goal of Shelter House's In-house Counseling Program to facilitate the transition of our clients into stable affordable housing, the John Thomas Security Deposit Assistance Program helps fill the needed gap for individuals and families trying to make that transition. Currently, we require that clients save up to 75% of their income to be used towards future housing costs including: security (damage) deposits, rent and other expenses of establishing their own household. However, barriers still exist for many of our clients as it is not uncommon for a family to have to save as much as $1,000-$1500 in upfront costs to obtain rental housing. With nearly all of our clients being very Iow-income, additional assistance is needed in securing upfront housing costs. Additionally, prior to our program's beginning in July of 2001, the county only had one funding source available for security deposit assistance as administered by the Greater Iowa City Housing Fellowship (GICHF). In many cases, this program is not a viable resource for individuals and families coming through Shelter House or accessing the facility for other services. The program restrictions and requirements of the Security Deposit Loan Program at GICHF while understood and appreciated make the resource unavailable to many individuals that use our services. If funding is awarded, assistance through Shelter House's program would be a resource that would continue to fill the current gap in resources and assist individuals that are unable to receive assistance through other community programs. FY06 Non-Housing App/ication 295 ppdcdbg/security deposit 06 Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development - Non-profit (1% amortized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) Public Service Project (grant) $5,000 1 __ 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible PLEASE NOTE: The 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 Type Status (e.g. sa/aries, List Source of acquisition, rehab) CDBG In- If possible, please Funds Other Funds Other Funds Kind Cash Antic. Comm. prioritize t_he budge~t ~_ _ Please place an "X" in box that applies' '1.0 FTE Housing $ $17, 500 Shelter House X X Counseling Specialist Non-Directed Funds 1.0 FTE Housing $ $10,000 Private X X Counseling Specialist Foundation Employee Taxes & $ $8,750 Shelter House X X Benefits Non-Directed Funds Facility Support and $ $1,500 Shelter House X X Program Materials Non-Directed Funds Rental Security $3,000 Shelter House X X Deposit Private Contributions Rental Security $5,000 CDBG X X Deposit Rental Security $ $7,500 Private X X Deposit Foundation FY06 Non-Housing Application 296 ppdcdbg/security deposit 06 Rental Security $ $600 Other Private Deposit Resources: Returned Funds $ Total ,5,000 $48,850 FY06 Non-Housing Application 297 ppdcdbgtsecurity deposit 06 Amount of private\agency\other funds $--48,850 (a) Amount of CDBG funds $__5,000 (b) Total Project Funding $_53,850 (c) (a + b) Number of persons assisted _640 (d) (see question 18) Total cost per person $84. (e) (c + d) Total CDBG Cost Per Person $7.80 (f) (b + d) 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor-Advertising for 3 hours x $10 per hour = $30 Fundraiser Skilled labor (Bands for Shelter 8 hours x $200per hour = S f , 600 House Benefit) Skilled labor (Accounting Students 80 hours x $25 per hour = $2,000 assistance with budgeting and money management) Skilled labor (Accounting Professor __ 12 hours x $50 per hour = $600 Lynn Pringle, Ph.D., CPA) Skilled labor ( ) __ hours x $ per hour = $ Total $4,230 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). For FY06 the proposed sources of funding include: $5,000 requested from CDBG, $30,750 committed from Shelter House ($3,000 in matching funds, $17,500 for staff administration, $8,750 for employee taxes and benefits, $1,500 in facility costs), $7,500 anticipated from private foundations (anticipated funding award in July of 2005) $15,000 anticipated from a private foundation (anticipated funding award in July of 2005), $600 in anticipated returned funds from landlords and property managers (anticipated activity over FY06) and an annual benefit concert held by a local business. The specific use of these funds will be direct client financial assistance for security deposit or emergency assistance for utility or rent, with the exception of Shelter House's contribution towards staff administration and facility costs. Please refer to table 10a for a breakdown of funding for the project. 14. Does the proposed project pay property taxes? Yes__ No_X_ If yes, what is the estimated value of tax~s generated from this project? $ If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes__ No X' If "yes", what is the percent of full taxes paid?__% and amount paid $ FY06 Non-Housing Application 298 ppdcdbg/security deposit 06 Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No Please explain. As one of the baseline services offered by Shelter House we plan to continue this program with continued support from the community and inter-agency efforts to increase funding for the program by the Board of Directors and the Executive Director. In FY05, Shelter House participated in two fundraising efforts the Shelter House Benefit Concert held in July of 2004 and the Thai Flavors Community Day held in December 2004 to provide additional funding for the program. In our current program year (FY05), in addition to the $5,000 awarded by CDBG, Shelter House has been successful in raising additional funding for the program including a grant award from the Community Foundation in the amount of $4,000, $3,700 in matching funds contributed by Shelter House and $664 in recaptured deposit funds from landlords and property management companies, totaling $8,364in matching funds. It is our goal to continue to pursue other fundraising efforts to maintain program operations and potentially expand the program to assist an even greater number of households. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: ff funded, this schedule will be used for any project agreement for the use of CDBG funding. Date Description of Activity July 1,2005 Beginning of City Fiscal Year and Project Start Date July 1, 2005 Contact local homeless service providers to announce new funding availability July 1, 2005-Ongoing Program application availability Expenditure of funds to individual households March 15, 2006 Expenditure of half or more of funds to individual households June 30, 2006 End of program Fiscal Year Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. The John Thomas Security Deposit Assistance Program is one-time tenant based security deposit and rental assistance. In accordance with the program amendment as of September 2003 (detailed in Question 5) all properties assisted with CDBG or HOME funds for security deposit must be built before January 1, 1978 and be located within the city limits of Iowa City. In addition, the program was expanded to offer emergency financial assistance for rent or utility within the following guidelines 1) screen individuals and households in crisis to identify and evaluate their short-term needs; 2) provide one-time emergency financial assistance for homeless and near-homeless persons for housing and/or utility bill payments; and 3) provide CDBG funded assistance only for eligible Iowa City households, meeting Iow/moderate income requirements. If awarded the CDBG funding, we plan to assist up to 160 Iow-income households with direct security deposit assistance with an average of $100 per household and an additional 480 with other housing counseling assistance. 18. List goal(s) of this specific project. In addition, 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), F Y06 Non-Housing Application 299 ppdcdbg/secudty deposit 06 The goals of the program, although not directly to assist with expansion or preservation of affordable housing in Iowa City, are to provide financial assistance to Iow-income persons in the community to afford the upfront cost of rental housing thereby making affordable housing more accessible. Shelter House plans to: · Continue to provide financial assistance to individuals and families with children throughout the community to address their immediate rental housing needs. · Assist up to 160 Iow-income (0-30% of Median Income) households at approximately $100 per household. · Continue to assist target income groups, persons with disabilities and elderly that may be living on fixed incomes. · Allow for shelter resources to be more efficiently utilized and preserved for those needing stabilization and not necessarily additional time to save extraordinary amounts of money to meet prohibitive rental requirements. · Continue to provide rental counseling for individuals and families inquiring about financial assistance. · Reduce lengths of stay at the shelter, especially for families with children and assist with the transition to affordable housing. Number between 0 - 30% median income _640 persons (a) Number between 31 - 50% median income persons {b) Number between 51 - 80% median income persons (c) Number between 80 - 100% median income persons (d) Number over 100% median income persons (e) Total __640 persons (f) Percent LMI _100%_ (a + b + c) + f) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). The John Thomas Security Deposit Program was designed to meet the immediate housing needs of persons seeking stable, affordable housing by offering assistance with the up-front costs of obtaining rental housing. It is clear that we cannot change exorbitant up-front costs of rental housing that for families may reach nearly $1000 to $1500. However, we will work to alleviate the burden for families trying to afford these costs. Thus far, we have been successful in assisting 337 Iow-income households of diverse racial and ethnic backgrounds in obtaining stable rental housing. Another key outcome of the program is to fill a needed gap in housing services for Iow income persons by offering assistance to relatively "higher risk" groups that do not qualify for assistance through other programs. We continue to serve clients that may have unfavorable credit or rental histories that can result in even higher security deposits and often block them from programs that offer short-term loans. Often, the loss of a job, family disruption or physical or mental disability may account for these circumstances. Additionally, we have been successful in building relationships with local landlords and property management companies to expand housing opportunities for our clients. Thus far, we have developed a rapport with several private landlords and management companies and will continue to work toward building future relationships. To assist in fostering these relationships, we have incorporated FY06 Non-Housing Application 300 ppdcdbg/security deposit 06 tenant/landlord education for persons entering the rental market to better prepare them for the responsibilities of being a renter as well as informing them of their rights as a renter. It is our hope that by offering this education we help to promote strong tenant/landlord relationships thus, preventing problematic situations that lead to poor landlord references or evictions. Ultimately, we would like more landlords and property management companies to be willing to work with "higher risk" households that are in need of affordable housing opportunities. Community support is another important outcome of the project that Shelter House has been established through referrals from local homeless service providers and working with local faith communities. Thus far, over half of the recipients of the security deposit program have come from referrals from other agencies and individuals 20. Please discuss how these outcome data will be met by the proposed project. The outcome data will be met by providing staff that will invest time working with the individual clients that are seeking assistance and fostering relationships with landlords and local service providers. At this time, we have a full time staff that is dedicated to administration of the grant and the continuance of providing tenantJlandlord education. Also, the staff has a proficiency in the Spanish language, therefore expanding assistance to households that speak only Spanish or are minimal in their use of the English language. Due to the significant number of applicants that are referred from other agencies, Shelter House is targeting a wider spectrum of families in need and promoting community awareness about the program. The outcome data will also be met by seeking additional funding sources that can be used to continue and potentially expand the program. 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Section 5 - Capacity\History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31103) FY03 (July 2001 - June 2002) $23,000 $23,000 FY04 (July 2002 - June 2003) $243,500 $206,350 FY05 (July 2003 - June 2004) $21,500 $10,030 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No . If"No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organi,"ation's capacity and experience to undertake and complete the proposed project within the established timetable and budget. It is evident from the goals and objectives that have been met since the Program's beginning in July of 2001 that the set objectives can be met. We have been successful in assisting 337 households which is significantly more households than originally anticipated. The program has also been successful in creating partnerships with landlords and management companies to provide housing opportunities to persons who may not have lengthy rental history or no rental history and have significant barriers to entering the rental market including persons with very Iow income, persons with disabilities and persons transitioning from homelessness. In addition, with the expansion of our program to offer emergency rental assistance we are able to confront another major goal within the CITY STEPS plan of homeless prevention. FY06 Non-Housing Application 301 ppdcdbglsecurity deposit 06 Other evidence of our capacity to undertake and complete the project comes from our success in securing matching funds for the program and utilizing the support of local faith communities in cases where enough funds cannot be leveraged through our program. Each year of the program we have been successful in providing matching funds from private funding sources to further stretch public dollars and serve more individuals in need within the community. F¥06 Non-Housing Application 302 ppdcdbg/securitydeposit06 303 City of Iowa City Iii-/': j ? ] jOjAN -0 2005 FY06 Funding Request for Non-Housin ects 1. Name of Project: STAR Outreach Services Coordinator/Cash Match ~, 2. a. Total Amount of CDBG Funds Requested: $16,500 b Loan: $ 3. Name and address of applicant/organization: Did you attend the applicant workshop? Yes If yes, please circle the date attended. December 16, 2004 ~an~12,200~ 4. Contact Person: Christina M. Canganelli Phone Number: 319.338.5416 ext. 102 Fax Number: 319.358.7132 Email Address: ehpcmc@aol.com 5. Location of proposed project: Shelter House at 331 North Gilbert Street and STAR offices at Eastdale Plaza--1700 S. Ist Ave. 6. Check CITY STEPS Objective (check only one): Homeless Needs Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). Shelter House is requesting CDBG funding for purposes of cash match for the STAR Program to ultimately provide support the position of one full-time outreach services coordinator for the STAR Program. The outreach services coordinator is responsible for coordination of outreach programs and program development, maintaining his/her own client load at Shelter House, interfacing with others on the STAR case management team, coordinating and, in conjunction with the STAR case management team, staffing the daily outreach sites. Funds awarded in FY05 for this position were utilized to leverage more than $448,000 in federal funds for supportive services for the homeless of Johnson County as part of the Supported Training and Access to Resources (STAR) Program. It is our intent to use FY06 CDBG funds to meet a portion of the cash match requirement that totals $106,750. If unable to meet the cash match threshold as mandated by HUD, this community will lose the full amount of the grant award. This loss will cause a serious loss of supportive services for the homeless of Johnson County, will create crippling gaps in an existing Continuum of Care which will compromise the overall strategies and objectives of the CITY STEPS Plan, and ultimately place a significant burden on other providers and the community at-large. FY06 Non-Housing Application 304 ppdcdbg/,onhousingapp06.doc Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). Priority Need: Emergency Shelter Needs Priority Need Level: Families: High Individuals: High w/Special Needs: Medium This project specifically addresses the strategies identified in CITY STEPS Section IV D, subsection c. Addressing Shelter Needs of Persons who are Homeless through the provision of supportive service staff at the Shelter House, this county's only general-use homeless shelter. The specific objectives the proposal addresses are those of: expanding staff and capabilities within the existing system to provide improved service and expanding available services such as: social/case worker availability. Conitnuation of the Supported Training and Access to Resources (STAR Program) is itself an articulated objective of the plan (CITY STEPS p 108). The proposed project is requesting maintenance of the expansion efforts of available services within the existing system. The express intent is to maintain the existing accessibility of social/case worker staff for clients, potential clients, other social service providers, and the community at-large. Shelter House programs target a multi-risk population that is frequently difficult to serve. Shelter House's strengths-based anchor program works with participants to design their own self-sufficiency goals and then to agree in writing to pursue them. Program participants are not self-sufficient in one or more of the following ways: maintaining a permanent place to live, getting the social service assistance they need and qualify for, retaining a job (if appropriate), and managing their resources. Quite often, counseling participants are people who have burned many, if not all of their bridges in Iowa City or other communities of origin or experience. Outreach/Case Management Staff help participants build on their strengths and rebu.ild relationships with agencies, family members, and others. Program participants from the shelter and adult men and women from throughout the community who are homeless, including HACAP Transitional Housing, transition to the longer term case management program STAR. As funding for this position is utilized to fulfill cash match obligations for the STAR Program, goals and objectives for STAR Program are inherently intertwined with this application. The STAR Program not only meets the aforementioned goal of expanding staff and capabilities within the existing system...( paragraph one of this question) but also meets articulated priority needs regarding employment training, transportation needs, child care, health needs and other support services which are both identified as high priority need (CITY STEPS page 110). The STAR Program is a fundamental component in the Johnson County Continuum of Care System (a continuum of services allowing individuals to move from emergency shelter to transitional housing, then to permanent housing) and is to provide for integrated case management services for persons meeting the client qualification criteria. The purpose of the STAR Program is to assist persons who are 18 years and older, chronically unemployed and homeless in the greater Iowa City area, to achieve their highest level of self-sufficiency through employment. The STAR Program recognizes barriers to employment such as housing, transportation, mental health, substance abuse, life skills and employability skills deficits and works with the participant to decrease these inhibitors. STAR Program participants in partnership with program staff, acquire and maintain jobs consistent with their preferences, strengths, and needs. A consortium of agencies provides supportive services, training, and employment opportunities utilizing a team tailored approach to meet the expressed goals of the person served. Utilizing a community counseling perspective, participants rely on program staff coordination between service providers, public entities, private businesses, and landlords. 9. Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. Under the Continuum of Care: Gaps Analysis Individuals and Persons in Families with Children, CITY STEPS does prioritize the following service needs relevant to this application (CITY STEPS pages 99 and 110): FY06 Non-Housing Application 305 ppdcdbglnonhousingapp06 doc Table 1: Priority Need Emergency Shelter High Outreach Assessment Medium Employment Training High Transportation Services High Substance Abuse Services High Services for persons with Disabilities Medium Child Care High Health Services High Other Public Service Needs High Support of this project directly responds to these identified community needs as the outreach services coordinator works with both individuals and families during their stay at the shelter providing supportive service, focusing on coordinating life skills assistance, housing, access to existing mental health, substance abuse and health care providers, and other supports. As clients are able to transition to the STAR Program they are afforded assistance in employment training, childcare, and other supportive services identified in the budget (see #11 below). There can be no coordinated system if there is no ability to follow through at the initial point of contact, the shelter. The Outreach Services Coordinator works with clients transitioning on to STAR, which is the county-wide case management program offering comprehensive supportive services for persons who are homeless in Johnson County, and participates actively with the STAR case management team. Whereas the previous edition of CITY STEPS demonstrated need specific to the homeless individuals for life skills training and housing placement as high and medium priority needs respectively, these needs are not identified in the current CITY STEPS. Shelter House would argue that experience indicates these to be real and current needs existing today within the local Continuum of Care. Furthermore outreach and assessment (case management) is currently identified as a medium need. The STAR Program was a direct product of and has been successful in addressing this previously articulated high and critical need. The Continuum of Care: Gaps Analysis further indicates the following priority and support of this proposal respective of both Individuals and Persons in Families with Children; Table 2: Priority Need Persons with Alcohol/Other Drug addiction High Seriously Mentally III High Physically Disabled High Developmentally Disabled High Persons with HIV/AIDS High Whereas the previous edition of CITY STEPS demonstrated need specific to the homeless individuals with dual-diagnosis (medium priority need), homeless veterans (medium priority need), homeless who are victims of domestic violence (high priority need), it would appear that the current CITY STEPS has indeed and most unfortunately overlooked these subcategories in the needs/gaps analysis. Shelter House would argue that experience indicates these to be real and current needs existing today with the local Continuum of Care. HUD's own Summary Report on Homelessness released in December of 1999, The Forgotten Americans--Homelessness: Programs and the Peop/e They Servo indicates that 86% of the homeless population evidences substance abuse and/or mental health problems. It specifically reports the following alcohol, drug and mental health characteristics of the homeless over an individual's lifetime: Alcohol Problem 62% Specific Combinations: Drug Problem 58% Alcohol and Drug 15% Mental Health Problem 57% Alcohol and Mental Health 9% FY06 Non-Housing App/ication 306 ppdcdbg/nonhousingapp06 doc Drug and Mental Health 8% Alcohol, Drug, and Mental Health 30% Total Multiple Diagnosis: 62% The report further indicates that while 46% of the homeless suffer from chronic health conditions, 26% from one or more acute infectious conditions, 55% have no insurance and 24% needed but were not able to see a doctor or nurse. Experience in serving the general homeless population locally, certainly supports these findings if not suggests them to be conservative. These health/public health characteristics taken within the context of the existing, community-based service delivery system and system gaps for the qualifying population to be served are translated into population health-based needs that rest far beyond the scope of the shelter--needs that for the homeless often times go unmet. The preceding tables do illustrate that the needs faced by the majority of the homeless are systemic and often times organic in nature requiring trained and qualified professional care. Unless we are to radically change the current system and support on site full-time mental health, substance abuse, and health care clinicians able and qualified to diagnose and treat, the goal of the shelter can only be to facilitate efficient and cost effective delivery of much needed care--ultimately facilitate access to mainstream resources for these high needs individuals. This is one of the primary functions of the STAR Program which is a product of the Local Continuum of Care Planning Process and has been identified as the highest ranked project in the continuum by the Local Homeless Coordinating Board of Johnson County. With out adequate outreach/case management staff, Shelter House cannot hope to achieve these fundamental objectives. Furthermore, it becomes more than difficult to argue that the continuum, which is directly dependent on the ability of the shelter to function, can operate effectively or efficiently. To begin to attempt anything to implement radical, lifetime change for the men and women in our community who are homeless--long-term economic independence..there must be a strong, integrated system of service coordination. Maintenance of the existing staff and program resources of Shelter House and the STAR Program is crucial to the local continuum of care for persons experiencing homelessness in Johnson County. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development- Non-profit (1% amortized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) Public Service Project (grant) $16,500 The project is requesting a public service project grant only. 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses1 construction costs, material and administrative costs1 etc. for construction/rehab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. FY06 Non-Housing Application 307 ppdcdbg/nonhousingapp06.doc Budget Breakdown (Include only those costs directly related to the ~roject,) Expense Category Type Status (e.g. salaries, acquisition, rahab) List Source of In- If possible, please CDBG Kin prioritize the budget Funds Other Funds Other Funds d Cash Antic, Corem, P/ease p/ace an "X" in box that applies; Outreach/Case $16,500 $223,860 HUD/Cash Match X X Management Employment Assistance $ $173, 500 HUD/Cash Match X X Life Skiffs $ $56,000 HUD/Cash Match X X Security Deposit and $ $20,000 HUD X X Utility Assistance Mental Health $ $9,360 HUD X X Alcohol and Drug $ $12,000 HUD X X Treatment Child Care $ $7,500 Johnson County X X Transportation $ $7,500 HUD X X Other Health Care $ $5,000 HUD X X Education $ $1,500 HUD X X Clothing $ $1,000 HUD X X Program Administration $ $21,348 HUD X X including Audit Total $ $555,068 I l ll Amount of private~agency\other funds $ 538, 568 (a) Amount of CDBG funds $ 16,500 (b) Total Project Funding $ 555,068 (c) (a + b) Number of persons assisted 525 (d) (see question 18) Total cost per person $ 1,057 (e) (c + d) Total CDBG Cost Per Person $ 31.43 (f) (b + d) 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor 750 hours x $10 per hour = $7,500 Skilledlabor ( ) __ hours x $ per hour = $ Skilledlabor (. ) hours x $ per hour = $ FY06 Non-Housing Application 308 ppdcdbg/nonhousingapp06 doc Skilled labor (. ) __ hours x $ per hour: $ Skilled labor ( ) __ hours x $ per hour = $ Total $7,500 Volunteers provide administrative assistance three to four mornings a week at the shelter from 9:00am - 12:00pm. During this time volunteers answer phones, take messages, schedule appointments, and respond to general questions. Volunteers also assist with data entry, copying and other miscellaneous administrative tasks. This relieves the daytime staff from such duties so that they may focus on direct services to individual clients. Furthermore, the program has secured the following leverage commitments from community partners for the upcoming program year: · Community Mental Health Center: mental health services valued at $21,632 for the program year · Crisis Center: supplemental food items at a value of $15 per bag for a total of $9,450 · Crisis Center: supervision of internship placements at $15 per hour for a total of $8,160 · Department of Veterans Affairs: outreach services at a value of $20,000 Goodwill: supervision of internship placements at a value of $3,000 · HACAP: Head Start placements at a value of $6,930 per slot for a total of $41,580 · HACAP: Low Income Heating and Energy Program at a value of $250 per assist for a total of $5,000. · Iowa City Community School District: Family Resource Center staff time at a value of $5,000 · Iowa City Community School District: Van transportation for homeless students at a value of $7,200 · Iowa City Community School District: After school programming at a value of $4,400 · Iowa City Community School District: Summer School Scholarships at a value of $2,000 · Iowa City Housing Authority: Housing Choice Voucher and Public Housing Program at an average cost of $402.62 per month per household for a total value of $120,786. · Shelter House: shelter stays at a cost of $20 per night for a total of $60,000. 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). Shelter House is obligated to provide $106,750 in cash match to the STAR Program. Through the support of community partners and CDBG funds the agency was successful in achieving this matching requirement which has existed for the past two years of the program. We are currently in the third year of the project cash match requirement and through the support of CDBG funds and other community partners, we are well on our way to meeting the current cash match obligation. This year, the United Way of Johnson County has committed $10,000, Johnson County $7,500, the City of Iowa City more than $8,000, Goodwill $5,000, CDBG $16,500 with Shelter House making up the difference to reach the total of $106,750. Shelter House will request United Way support for the upcoming year but has been directed to wait until August of 2005. There are current requests to the City of Iowa City, and Johnson County for FY06. We will not be informed of the funding decisions until March or April of 2005. Goodwill has committed $5,000 to the program. Shelter House is obligated to secure the remaining balance of the cash match requirement ($106,750). This difference is made up through private contributions from local fundraising efforts. If we do not meet the match requirement HUD will deobligate the funds and the community will lose the entire grant and all services tied to the grant. 14, Does the proposed project pay property taxes? Yes__ No X 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? Yes__ No X If"yes", what is the pement of full taxes paid?__% and amount paid FY06 Non-Housing Application 309 ppdcdbg/nonhousingappO6.doc Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No Please explain. It is anticipated that the program will continue after the CDBG funds end as Shelter House continues to build support from other local funding sources. The Executive Director and the Shelter House Board of Directors are committed to sustaining the current level of services for homeless persons within the community. With the support of CDBG funds among others, Shelter House has successfully maintained the current staff structure of 2 FTE's staffing daytime services at the shelter for five years and in turn over the same period has leveraged an additional $448,000 in HUD funding for Johnson County which provides vocational and case management services for persons who are homeless. Consideration must be given, however, to the diversity and thus notable volatility of funding sources relied on by the shelter. Although Shelter House remains optimistic that necessary funding will continue to come into the agency, should the HUD funds not be awarded the program will have to operate on a much reduced level, if we are not able to meet the cash match requirement, it is understood HUD funds would be deobligated, should United Way and local funding fall dramatically short of that which is budgeted, necessary to sustain the current level of activity, Shelter House will ultimately be forced to cut back and discontinue the current level of access to services. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. The proposal is requesting funding for an existing activity that is currently staffed by a capable and qualified individual. Provided this position remains staffed there will be no interruption in services rendered. There are no other project factors to be considered. Expenditures of CDBG monies will occur evenly across the fiscal year. Date: Description of Activity: July 1, 2005 Beginning of City Fiscal Year and Project Start Date Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. The impact/benefit to the community can be witnessed through our different levels of services that are afforded to homeless in the community. First, Shelter House is the first point-of-contact for many individuals and families moving through the continuum of housing--working to achieve self-sufficiency and safe affordable permanent shelter. Shelter House serves the homeless men, women, and children Of Johnson County and is the only general-use homeless shelter in the county. All services are dedicated to Iow/very Iow-income persons and are designed to meet the critical basic needs that are faced by these individuals and families. The services coordinators work with approximately 450 men, women, and children each year assisting them in accessing existing community-based programs and resources. For persons intending more than a transient stay, the In-House Counseling Program assists clients in finding employment, saving resources for more stable housing, applying for appropriate services and initial connection for mental health and substance abuse services. Due to the inherent time constraints for persons staying at the shelter (up to 90 days), the shelter utilizes the STAR Program as a vehicle for providing more comprehensive services to shelter clients. The STAR Program, a second level of service fills an even broader gap in providing critical supportive services throughout the county. The program is comprehensive in scope and addresses the full FY06 Non-Housing Application 310 ppdcdbg/nonhousingappO6.doc spectrum of barriers to economic self-sufficiency experienced by most chronically unemployed homeless persons. As such, program funds are utilized for the following supportive services: Outreach, Case Management, Utility and Rent Deposit Assistance, Substance Abuse Assessment and Treatment, Mental Health Assessment and Treatment, Life Skills Training, Other Health Care Needs (including prescription, vision, and dental assistance), Education Assistance, Child Care, Transportation, and Clothing. The primary service component of the program is Employment Assistance which includes not only assistance with employment search and placement but job coaching, vocational training and paid internship p~acements with local businesses and community based organizations (For example, there are currently paid internships at Shelter House, Old Brick Church and the Crisis Center). Case management services for participants involve the coordination of multiple service providers and services. For instance, substance abuse counselor and treatment facility, psychiatrist and treatment facility, mental health therapist, social security administration caseworker, vocational specialist, budgeting specialist, and life skills specialist. Supportive Services as provided through this program not only sustain participant self-sufficiency but fill the gap between participant and providers, a need clearly stated in the Johnson County Continuum of Care and Iowa City Consolidated Plan, CITY STEPS. Additionally, supportive services are also provided directly by the case manager including but not limited to housing maintenance and budgeting, assistance with transportation, resume building and job searches. A third component which speaks to the impact/benefit to the community is through the STAR outreach services that are provided to homeless and high risk persons in the community that may not be connected to or receiving services in the community and that are often "service resistant". Currently, the Outreach Services Coordinator coordinates outreach services at Shelter House, the Wesley Center, which houses the Free Lunch Program and the Iowa City Free Medical Clinic, Salvation Army, Agape Cafe and the Domestic Violence Intervention Program (DVlP). Outreach services are provided daily between the hours of 9am-1 pm Monday through Friday at the Wesley Center. The goal of the outreach is to provide educational information regarding services available in the Johnson County area which may assist potential STAR Program participants and the homeless population at-large. The effort allows the program to reach a far greater number served outside of the limitation of the case management program participants. .Without these essential components, the continuum can never be fully accessed or function efficiently to effectively meet the needs of those it is intended to serve the homeless. Access must be a deliberate and planned component of the continuum, otherwise, the continuum is under-utilized and, as such, inefficient. The necessity of this program is directly aligned to the priority needs identified in the CITY STEPS and has made significant progress in filling these gaps. 18. List goal(s) of this specific project. In addition, 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 __525 persons (a) Number between 31 - 50% median income persons (b) Number between 51 - 80% median income persons (c) Number between 80 - 100% median income persons (d) Number over 100% median income persons (e) Total __525 persons (f) FY06 Non-Housing Application 311 ppdcdbg/nonhousingappO6.doc [ Percent LMI [ __100%_ (a + b + c) + t') J * This table does not include outreach clients or dependant children of STAR participants. Our primary objective is to facilitate clients' transition from homelessness to permanent affordable housing through utilizing the scope of services provided by Shelter House as well as accessing mainstream resources. The following are goals established for this grant proposal and are in keeping with the agency's overall mission. In-House Counseling Program: All Shelter House clients with more than a transient stay will complete assessments, client plans, and follow-through (up to 90 days). Referrals will be made in a timely manner to community based and public funded programs. · Outreach Service Coordinator will partner with STAR and other service workers to assist clients with follow-through. · Shelter House staff will assist the homeless and chronically homeless of Johnson County to maximize their potential by continuing to address substance abuse and mental health issues. · Shelter House staff will assist clients in their transition to a more permanent housing situation. STAR Program: · Clients will receive vocational and comprehensive case management services while enrolled in the program (up to 2 years). · Referrals will be made to assist clients in accessing mainstream resources applicable to the client's needs. · Clients will receive assistance with life skills issues ranging from housing search to monthly budgeting. · Clients will work towards economic self-sufficiency by finding and maintaining employment consistent with their skills and abilities. · STAR will assist clients in alleviating barriers to employment and economic self-sufficiency including transportation, health care, child care, education, mental health, substance abuse and life skills concerns. Outreach Services: · Outreach services coordinator will work with STAR case management team to maintain services at outreach sites. · Outreach Case Managers will provide resource and referral information regarding local services and mainstream resources. · Clients will be assisted with needs ranging from housing search to assistance in accessing mental health or substance abuse resources. · Outreach Case Managers will provide information regarding STAR services. · Outreach services coordinator assists individuals in accessing shelter services. 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). For the In-House Counseling Program the key elements that the program is working towards are expressed in the agency's mission to encourage self-sufficiency by providing shelter, basic and transitional resources to homeless persons in the community. To achieve this, participants are required to save 75% of their earnings while at the shelter and with a counselor's help, take other steps toward economic independence (such as maintaining steady work attendance). The program is individually tailored to meet the expressed needs of the client. As a result, the definition of success does vary client by client. At best, upon leaving the shelter, the participant will have saved earnings, have a steady job, (if appropriate) and will have made good progress toward overcoming other barriers that may exist. Often, success requires incorporating the earnings aspect while attempting to arrange for the client to receive much needed consistent professional medical/psychological care from FY06 Non-Housing Application 312 ppdcdbg/nonhousingapp06 doc community health professionals. Furthermore, it is anticipated that the participant works to stabilize his/her prescribed medication schedule. Over a decade of experience with this program has shown that for those clients receiving services, these goals and objectives are realistic and are achieved as long as there remains access to qualified service providers. For individuals with serious mental health and substance abuse issues maintaining goals and objectives over a longer period of time becomes another issue in and of itself. With respect to the STAR Program, HUD prescribes four domains under which goals and objectives are defined and measured. They are: residential stability, increased skill or income, greater self- determination, and increased participation in mainstream resources. Client outcomes for year five of the STAR Program (September 1, 2003 through August 31,2004) show that of those participants exiting the program, 51% exited with employment income, 45% with food stamps, 19% with FIP (Family Investment Program), 19% with Medicaid and 12% with SSI or Social Security. For monthly income at exit, program participants consistently increased their income. For example, 10 persons were shown as having no income when they entered the program while conversely only 4 participants exited the program with no income. Outcomes show that 6 persons exited the program with a monthly income between $501- $1000, 11 exited with a monthly income between $1001- $1500, 2 exited with monthly income between $1501- $2000 and 1 participant exited with a monthly income of $2000+. Outcomes are also determined by the percentage of clients receiving STAR Program services and accessing mainstream resources. For example, 100% of the program participants exiting the program received employment assistance and case management services while participating in the program. Participants are assisted by Case Managers in applying for support services, of which they qualify. For instance, Section 8 housing, FIP, Food Stamps, General Assistance, SSI, SSDI, and Legal Services. For example, 83% of program participants entering the program in year four applied for Section 8 within 30 days of program enrollment. As all clients are homeless at the time of referral to the STAR Program, one of the primary goals is to assist clients in obtaining and maintaining safe, decent and affordable housing. In year five, 55% of clients exiting during the program year established permanent stable housing including two households that moved into homeownership. For STAR outreach services, outcome data indicate that the services are filling a much needed gap for person in need that may not be connected to other programs or services. For the month of December (2004) alone, 73.5 hours were dedicated to direct client assistance at outreach sites (Wesley, DVIP, STAR Office and AGAPE Cafe). Services included referrals and assistance with transportation (bus ticket referral), employment assistance (resume building and PATH Job and Housing List), clothing (winter jacket), medical (dental referral, hospitalization), mental health and substance abuse, housing (transportation referral for moving), life skills (obtaining birth certificate) and general information (inquiries about STAR Program/eligibility requirements). In addition, the coordination of services with other outreach workers (PATH Program, VA, and the University of Iowa Nursing Outreach Program) has also provided for seamless access of clients to local services. 20. Please discuss how these outcome data will be met by the proposed project. In providing for adequate staffing at Shelter House, most specifically for the critical activity of service coordination, the agency will be better prepared to address tasks and follow through consistently. Maintaining access to shelter staff is fundamental given the numbers served at Shelter House. It will have a profound impact all the way around. We have already seen evidence of this as the activity has been staffed at 2FTE's for several years. There are a consistently increasing number of clients with multiple barriers to sustained economic independence. These barriers are inherently systemic in nature. These are clients with many barriers to success including substance abuse issues, erratic work histories and habits, mental and physical health needs. Often times these characteristics are co- occurring or dual -diagnosis. Multi-needs clients require more consistent and intensive staff time and do benefit directly from this. F Y06 Non-Housing Application 313 ppdcdbg/nonhousingapp06 doc The outcome data will also be met in leveraging additional resources for homeless persons in Johnson County through the HUD funded STAR Program. The STAR Program will assist in meeting the outcome data through not only the service activities allowed in the grant but also through the involvement of other providers within the continuum of care. STAR works with a consortium of agencies throughout the community (HACAP, Crisis Center, and Goodwill, among others) that provide job training, employment opportunities, and other corollary services. STAR utilizes a comprehensive case management team approach tailored to meet the expressed goals of the individual. Community collaboration has involved HACAP, Goodwill, Table to Table, Old Brick Church, Crisis Center, DVlP and Community Mental Health Center, Neighborhood Centers of Johnson County, and the Wesley Foundation. 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Section 5 - Capacity\History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of '12/31104) FY03 (July 2002 - June 2003) $23,000 $23,000 FY04 (July 2003 - June 2004) $243,500 $206,350 FY05 (July 2004 - June 2005) $21,000 $10,030 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X' No . If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. The proposed project is requesting continued support for the expansion of available services within the existing system. Shelter House has provided shelter and supportive services to men, women, and children who are homeless in our community for more than twenty years. We have demonstrated our organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget through our service to this community over the past two decades. Shelter House has struggled for years faced with impossible barriers, none the least budget restrictions, and each year, continues to accomplish, to the best of our ability, the charges and mission of the agency. The staff providing outreach service coordination offer a combination of practical experience and professional training. The director has over six years of experience with the organization and has a Master of Arts in Urban and Regional Planning with an emphasis of study in Housing and Community Development. Over the past five years, the agency has made substantial progress in developing the infrastructure of the organization and has increased direct service providers from a total of 2.5 employees to a direct service staff today of 10 (including the STAR case management staff). Shelter House has moved from very restricted accessibility and chaotic staffing to a much more accessible and sustainable structure with necessary supports and staff in place to carry out project goals and objectives. It should also not go with out mention that Shelter House has been the fiscal agent of the STAR Program since its initial award in December of 1998. Where as the agency initially subcontracted out the management and staffing of the program due to a recognized lack of internal capacity, Shelter F Y06 Non-Housing Application 314 ppdcdbg/nonhousingapp06 doc House has now successfully transitioned the program back and has been responsible for the successful execution, management and staffing of the STAR Program for 1.5 years. With the exception of year one of the STAR Program, the project has operated in timely manner, within the budget constraints, and has met program goals and objectives. FY06 Non-HousingApp/ication 315 ppdcdbg/nonhousingappOG.doc 316 City of Iowa City Funding Request for Housing FY06 Project Name: Down payment Assistance P rog ram (DAP).%,,Y~/~///' c/,4,,~.~?~ Type of Project (homeownership\rental\tenant based rent asst. or rehabilitation) Homeo, wnersn~ 0 General Information 1, Lead Applicant Name,: City of Iowa City: Community and Economic Dev. Division Signature: Applicant Address: 41(~ E. Washington Street, Iowa City, IA 52240 Contact Person: Steven Nasby Title: Community and Economic Development Coordinator Phone Number: 319-356-5248 Fax Number: 319-356-5217 E-mail Address: Steven-Nasby@iowa-city. org Federal Tax Identification Number: 42-6004805 Did you attend the applicant workshop? x If yes, please circle the date attended. (December 16, 2004) (January 12, 2005) 2. Secondary Applicant (if applicable): Signature: Applicant Address: Contact Person: Title: Phone Number: Fax Number: E,mail Address: 3. Type of Applicant (check one): Community Housing Development Organization Private non-profit organization Private for-profit, individual or partnership applicant X Public Organization 4. Amount of Funds Requested HOME: $ 250,000 CDBG: $ Total Loan Requested: $250,000 5. Provide a brief description of the proposed project (please limit response to a paragraph). The proposed project would provide financial assistance to at least 20 Iow-moderate income households to purchase post- 1977 homes within the community. A private lender will be providing the day to day administration of the DAP. FY06 Housing Application 317 ppdcdbg/dap application for fy05.doc Section 1 - Need/Priority 6. Tell us why this project is needed (include information from market studies or other supporting documentation that identifies the need for this type of housing for Iowa City's need) and how it will fill a gap in the City's housing market. National housing policy has identified homeownership as a strategy to help Iow-moderate income households gain self-sufficiency, stabilize families & neighborhoods and build wealth. The U.S. Department of Housing and Urban Development (HUD) has long identified homeownership as an important part of their housing continuum. Iowa City, according to the 2000 U.S. Census, has a homeownership rate of approximately 46%. Iowa City's homeownership rate is quite Iow compared to a 66% rate nationally and 68% rate for the State of Iowa. While Iowa City's housing market is unique due to the impact of the student market, there is a need to make homeownership an option for some Iow-moderate income households as they try to find long-term affordable housing. The CITYSTEPS plan (p. 16) identifies 2,692 renter households between 50%-80% median income. This population is the most likely demographic to have the financial resources to secure private financing and consider homeownership. The cost of a median priced home in Iowa City is $151,500 (CITY STEPS p. 58). As such, it was estimated that a household would need an annual income of approximately $51,428 to purchase this median priced home. Households in the 60-80% median income range would have an affordability gap of approximately $10,000 to $20,000, which would prevent most of these households from considering homeownership. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan, the Maxfield Housing Market Analysis and/or "Assessing Iowa's Housing Needs" (August 2000) by Professor Heather McDonald. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). CITY STEPS identifies homeownership assistance on p. 101 within the "Production of New Units" section. Within this part of the strategic plan CITY STEPS estimates that CDBGWOME funds will be available for 20 units of ass/stance to homebuyers to purchase new units (p. 101) and within "Acquisition of Existing Units" (p. 102) CITY STEPS estimates that 100 units of assistance will be provided to homebuyers to purchase existing units. To meet these homeownership goals (120 total units) over the next five years approximately 24 units of ass/stance would need to be provided annually. This application proposes to assist at least 20 Iow-moderate income households purchase housing. Ownership L Priority Need Priority Need Level (High, Medium or Low) Section 2 - Leveraging Resources 8. Indicate the applicable loan terms*: Rate: Years: Principal and interest (amortized loan) 0 20 *See Applicant Guide. Loan terms are subject to negotiation or modification by the Council. · Since the assistance will be provided directly to the homebuyers (not a for-profit or non-profit) the City Council will be asked to provide this assistance in the form of a deferred payment loan that is repaid at the end of the 20 year affordability period by the homeowner. FY06 Housing Application 318 ppdcdbg/dap applica(ion for fyOS.doc 9. In the space below, please provide the proposed sources and uses of funds for the project. Include all funding requested for the proposed project to be completed (e.g., infrastructure improvements). Where possible please provide third party documentation for project costs. Soufces City of iowa City HOME Funds $250,000 City of Iowa City- General Fund $ 50,000 Homebuyers Contribution $ 30,000 Private Lenders (Mortgages) $2,700,000 in-kind Professional Fees $ 2,000 Total $3,032,000 Uses Acquisition of Housing Units $3,000,000 Closing Costs and Lender's Fees $ 32,000 Total $3,032,000 10. a. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds: Amount of Funding Requested: Iowa City CDBG or HOME Funding (public) $ 250,000 State of Iowa HOME or CDBG (public) $ Iowa Finance Authority (IFA)- non-LIHTCs (public) $ City of Iowa City - Tax Increment Financing (public) $ City of Iowa City - Tax Abatement or Exemption (public) $ IFA -- Low Income Housing Tax Credits (public) $ Other Public Resources (public) (please list): Gen. Fund $ 50,000 Applicant Contribution of Equity (private) $ 30,000 Private Lender Financing (private) $2,700,000 Private Foundation(s) (private) $ Volunteer Labor and/or In-kind Donations (private) $2,000 Other Private Resources (private) (please list): $ Amount of Private Funds: $2,732,000 (a) Amount of Public Funds $300,000 (b) Total Project Funding $3,032,000 (c) (a + b) Number of bedrooms 60 (20 units x 3 BR) est. (d) Number of publicly-assisted bedrooms 60 (e) Persons assisted (# of bedrooms x 1.5) 90 (f) Requested public subsidy per bedroom 5,000 (g) b + d Total cost per bedroom 50,533 (h) c + d Total Public Cost Per Person 3,333 (i) b + f Total cost per person 33,689 (j) c + f FY06 Housing Application 319 ppdcdbg/dap application for fyO5.doc Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the applicant/owner must repay the City the difference between the appraised value and the total project cost, up to 100% of the City's contribution. 10. b. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor __ hours x $10 per hour = $ Skilled labor (loan processing) 100 hours x $20 per hour = $2,000.00 Skilled labor ( ) __ hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Total $2,000.00 11. Does the proposed project pay property taxes? Yes X No (paid by hemebuyers) If yes, what is the estimated value of taxes generated from this Project? $53,640 If property taxes are not fully paid, does the proposed project make a Payment In Lieu Of Taxes? No__ Yes__. If"yes", what is the percent of full taxes paid?__% and amount paid ,$ 12. If partial funds are awarded, will the project/program continue? Yes X No If yes, at what level? A reduction in funds will translate into a reduced number of Iow-moderate income homebuyers that can be assisted. 13. Program regulations require a 25% match for HOME funding only. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. If the proposed project is requesting HOME funds from the State of Iowa please describe how the project will meet this matching requirement without the use of City funds. If State HOME match is being waived or reduced please include a letter from the Iowa Department of Economic Development. Local HOME funds requested: $ x .25 = $62,500 Local Match Local HOME funds requested: $ x .20 = $ State Match The City's contribution of general funds and the contribution of in-kind professional fees will provide HOME match of approximately $52,000 from the private lender administrator. Section 3 - Feasibility 14. 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\HOME funding. FY06 Housing Application 320 ppdcdbg/dap application for fyO5,doc Date Description of Activity May 15, 2005 After Action Plan Approval: Start Advertising the DAP June 2005 Private Lender Administrator and City Host Meeting with Realtors July 1, 2005 Beginning of City Fiscal Year and Project Start Date July 1, 2005 Start Processing Applications for DAP June 30, 2007 DAP completed with At Least 20 LMI Homebuyers Assisted 15. 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 proposed project will not rely on on-going subsidies such as Section 8 to maintain the affordability of the units for the Iow-moderate income households. Once the Iow-moderate income homebuyers are able to purchase a home their housing costs become more predictable versus a rental situation where the costs are continually increasing. 16. 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 lower than those in the existing rental market. Information from other local organizations (GICHF, Habitat for Humanity and the Iowa City Housing Authority) indicates that their homeownership programs are providing for a long- term housing solution for their clients. In addition, the City's own experience with a previous DAP shows a Iow level of turnover. HOME regulations require a minimum 20-year affordability period, which is subject to resaleVecapture provisions. As such, when one of the assisted units would be sold the funds would be repaid to the City's HOME account for future use. 17. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. The General Funds to be provided by the City of Iowa City are committed as these monies are the result of another affordable homeownership project (home relocation and rehabilitation on Rundell Street) that was completed by the City a number of years ago When the owner sold the unit the previous assistance was repaid to the City for future use. Private funds, both the homebuyer's equity and private mortgage, will be committed following a qualification or pre-qualification by the private lender. This will be done on a case by case basis by whichever private lender the homebuyer decides to use for the home purchase. Note to HCDC: Review attached Proforma as part of the Feasibility Section. Section 4 - Impact/Benefit to the Community 17. In the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. The proposed project will involve the acquisition of at least 20 new or existing units by Iow- moderate income households within the Iowa City housing market. All 20 are assisted. FY06 Housing Application 321 ppdcdbg/dap application for fyO5.doc 18. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of Iow-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. The location of the units to be purchased is unknown and will be determined by the homebuyer. Due to the nature of this activity, it is likely that the units to receive downpayment assistance will be scattered within the community. 19. On the map provided, please show the location of the proposed project. Proposed project would make downpayment assistance available citywide subject to the individual homebuyer's identification. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG\HOME Agreement). Number between 0 - 30% median income households (a) Number between 31 - 50% median income households (b) Number between 51 - 80% median income 20 households (c) Number between 80 - 100% median income households (d) Number over 100% median income households (e) Total 20 households (f) Percent LMI 100 (a + b + c) + f) 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated and improvement of living conditions). The general program outcome will be to provide safe, decent and affordable housing to 20 Iow-moderate income households. 23. Please discuss how these outcome data will be met by the proposed project. Through the provision of downpayment assistance to the target households the proposed activity will make homeownership affordable. Additionally, the units will be inspected as required by the HOME program. Section 5 - Capacity/History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) 322 FY06 Housing Application ppdcdbg/dap application for fy05,doc Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of '12/31/04) FY03 (July 2002 - June 2003) $347,900* $347,900 FY04 (July 2003 - June 2004) $345,000* $255,450 FY05 (July 2004- June 2005) $345,000* $54,068 * These budgeted items include the Housing Rehabilitation Program and CDBG Economic Development Fund. 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 X 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. Please provide evidence of your organization's capacity and/or experience to undertake and complete the proposed project within the established timetable and budget. The Community and Economic Development division staff is responsible for the administration of CDBG and HOME funds annually. In addition, staff has operated a HOME funded DAP in prior years (that reverted back to the City from a prior HOME funded project). The City also has staff available to perform the inspections required as part of the HOME regulations. CITY OF IOWA CITY Due January 20, 2005 by 12:00 noon - No Exceptions Planning and Community Development 410 East Washington Street (319) 356-5230 steve-long@iowa-city, org tracy-hightshoe@iowa-city, org steven-nasby@iowa-city, org FY06 Housing App/ication 323 ppdcdbg/dap application for fyO5,doc City of Iowa City FY06 Funding Request for Housing Projects/ Pr°ject Name: Micr° Enterprise Devel°pment Center Pr°ject- H°using Comp°~en/t~ Type of Project - Low-income rental housing ' General Informati~/~-~ ~" 1. Lead Applica~xt~Q.~f~;l~~ation (EDF) Address: 401 S. Gilbert Street, Iowa C~--~, 52240 Applicant .I Contact Person: Thomas Walz Title: Director Phone Number: 339-0401 Fax Number: 339-0426 E-mail Address: thomas-walz@uiowa.edu Federal Tax Identification Number: 421465808 Did you attend the applicant workshop? _yes If yes, please circle the date attended. 2. Seco nd,~ary~q3'~~pplica ble): Sign~.~/ /' Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): Community Housing Development Organization x Private non-profit organization Private for-profit, individual or partnership applicant Public Organization 4. Amount of Funds Requested HOME: $98,000 Requested as a conditional occupancy loan (letter of request to the City Council has been submitted). CDBG: $ Total Loan Requested: $ 5. Provide a brief description of the proposed project (please limit response to a paragraph). FY06 Housing Appfication 324 ppdcdbg/housingapp.doc This project involves the purchase of a two-story building with full basement at 912 2nd. Ave for use as a micro-enterprise development center, with a Iow-income housing attachment. The main floor and basement would be used for retail and training space and the upper level, containing three Iow-income apartments, would house owners/workers/trainees involved in the project. HOME funds are requested to cover the purchase of the rental units on the upper floor of the building (appraised at 40% of the valuation of the property). A separate non-housing application is being made to CDBG and a contingency application to the City Economic Development Council to cover the costs of purchase of the non-housing u~e portion of the building. Section I - Need/Priority 6. Tell us why this project is needed (include information from market studies or other supporting documentation that identifies the need for this type of housing for Iowa City's need) and how it will fill a, gap in the City's housing market. The proposed project addresses the need for Iow-cost housing with a close physical proximity to employment (the workplace). In the plan to purchase the property at 912 2nd Ave., three one-bedroom units would be included in the purchase. These units would be rented at below market rents (within Section 8 guidelines) and would be made available to participants associated with the micro enterprise projected in the same building. Living close to work would be beneficial to those persons with disabilities that can move on and into self- employment doing e commerce, The MED Center staff could easily provide on the spot follow up service and immediate technical assistance to renters who are graduates of the training and engaged in e commerce self- employment in their residence. The fact that rents in the units included in the building purchase would be among the lowest in the city would allow the very Iow-income renter affordable housing, albeit through a housing voucher or direct payment. Documentation shows thatthe persons being served through EDF programs are persons below 50% of the median income. They are among the poorest in the city. CITY STEPS gives high priority to those with the lowest income having housing needs. Low-income housing, unfortunately, is not typically located convenient to employment. Many Iow-income persons are forced to live in projects or apartments on the periphery of the city, away from easily accessed employment. Access to affordable apartments near employment and services is the exception rather than the rule. The proposed units in the building EDF would like to purchase have the advantage of being located above our new micro enterprise center initiative and near the Towncrest commercial area. The project location in Census Tract 15 is an area with 38.8% Iow to moderate income households. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan, the Maxfield Housing Market Analysis and/or "Assessing Iowa's Housing Needs" (August 2000) by Professor Heather McDonald. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). According to CITY STEPS, permanent supportive Iow-income housing has been given high priority. The units could serve both Iow-income individuals and a single parent with child. Families with children in need of Iow cost housing have also received a high priority rating. FY06 Housing Appfication 325 ppdcdbg/housingapp doc Many of the workers associated with EDF programs have been referrals from the STAR program serving homeless persons. Two current owners of EDF micro enterprises were homeless at the time of referral. Others involved with EDF ownership and employment initiatives are persons who are ranked as high priority sub populations: chronically mentally III, developmentally disabled, physically disabled and those in recovery from substance abuse. All are sub-populations deemed to have high priority housing needs. The fact that rents in these units would be among the lowest in the city allows the very Iow- income renter access to these units, albeit through a housing voucher or direct payment. Documentation of those being served through EDF programs is persons with below 50% of the median income. They are among the poorest in the city. CITY STEPS again gives its highest priority to those having the lowest incomes. Housing for LMI with disabilities HIGH Priority Need Priority Need Level (High, Medium or Low) Section 2 - Leveraging Resources 8. Indicate the applicable loan terms* Rate: Years: Principal and interest (amortized loan) * See Applicant Guide. Loan terms are subject to negotiation or modification by the City Council. * EDF is requesting a conditional occupancy loan/grant in which 50% of the funds would be in the form of a grant and the remaining in the form of a 1% 30-year loan. A letter has been sent to City Council requesting this arrangement. 9. In the space below, please provide the proposed sources and uses of funds for the project. Include all funding requested for the proposed project to be completed (e.g., infrastructure improvements). Where possible please provide third party documentation for project costs. The proposed project involves the purchase of a building that will serve both economic development and housing objectives. An outside appraisal (Jeff Endberg, Coldwell-Banker) has indicated that 40% of the value of the building can be charged to the housing component and 60% to the commercial (economic development) side. To this end, joint requests for grants have been made to HOME ($98,000) and the non-housing initiatives of CDBG* ($147,000). The total cost of the building to purchase is $245,000. As proposed, EDF at private expense (funds have already been raised and ear-marked) would immediately improve the building (e.g. making the first floor wheel chair accessible. * A contingency application for public funds to purchase the non-housing part of the building has been made to the Economic Development Council. 10. a. Please complete the table below showing the types and amounts of funding being requested for the proposed project. I Funding Source and Type of Funds: I Amount of Funding Requested: Iowa City CDBG or'HOME Funding (public) I $98,000 FY06 Housing Application 326 ppdcdbg/housingapp dOC Funding Source and Type of Funds: Amount of Funding Requested: State of Iowa HOME or CDBG (public) $ Iowa Finance Authority (IFA)- non-LIHTCs (public) $ City of Iowa City - Tax Increment Financing (public) $ City of Iowa City - Tax Abatement or Exemption (public) $ IFA -- Low Income Housing Tax Credits (public) $ Other Public Resources (public) (please list): $ Applicant Contribution of Equity (private) $ Private Lender Financing (private) $ Private Foundation(s) (private)- building upgrade $20,000 Volunteer Labor (associated with building upgrade) $18,825 Other Private Resources (private) (please list):~ $ Amount of Private Funds: $38,625 (a) Amount of Public Funds $98,000 (b) Total Project Funding $136,625 (c) (a + b) Number of bedrooms 3 (d3) Number of publicly-assisted bedrooms 3 (e) Persons assisted (# of bedrooms x 1.5) 4.5 (f) Requested public subsidy per bedroom $32,667 (g) b + d Total cost per bedroom $45,542 (h) c --' d Total Public Cost Per Person $21,778 (i) b + f Total cost per person $21,778 (j) c + f 2,177 over a ten year period Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the applicant/owner must repay the City the difference between the appraised value and the total project cost, up to 100% of the City's contribution. A statement from Coldwell-Banker regarding the appraisal the value of the property and the commercial portion of that property is available from Jeff Endberg. 10. b. 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- building 520__ hours x $10 per hour = $5,200 maintenance, construction @ 30% time Skilled labor (carpenters, masons, __500__ hours x $_20__ per hour $10,000 associated with building upgrade). = FY06 Housing Application 327 ppdcdbg/housingapp.doc Skilled labor_Jeff Endberg, __ hours x $ per hour: $1225 Realtor (pro bono handling sale) Skilled labor (Josh Gersten, civil __25__ hours x $_40__ per hour $1000 engineer) = Skilled labor (_Dave Maeglin, 30__ hours x $_40_ per hour $1200 Upgrade supervision). = Total $18,625 11. Does the proposed project pay property taxes? Yes __ No x If yes, what is the estimated value of taxes generated from this Project? $. The property to be purchased would not carry a tax liability unless space on the first level Is rented to an outside tenant. The property tax on the building is $8,000. If property taxes are not fully paid, does the proposed project make a Payment In Lieu Of Taxes? No x Yes __ If "yes", what is the percent of full taxes paid? % and amount paid $ 12. If partial funds are awarded, will the project/program continue? Yes_x__ No If yes, at what level? EDF would continue to explore a way to buy the building. For example, we have made a back-up proposal to the City Council Economic Development Committee. If funds were awarded, the project/program would continue beyond the CDBG grant. As a one-time purchase, the issue shifts to program and operational funds and to building upgrade funds. The latter funds have already been raised and are being held in escrow. The rents from the units would produce enough revenue to assure good continuing building maintenance and unit upgrades as leases expire. 13. Program regulations require a 25% match for HOME funding only. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. If the proposed project is requesting HOME funds from the State of Iowa please describe how the project will meet this matching requirement without the use of City funds. If State HOME match is being waived or reduced please include a letter from the Iowa Department of Economic Development. Local HOME funds requested: $ x .25 = $_24,500 Local Match Local HOME funds requested: $ x .20 = $ State Match The match will be met through private funds raised for the building upgrade and through volunteer labor involved in the building purchase and upgrade. Any additional match would come from additional private funds solicited for this project. Section 3 - Feasibility 14. 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 FY06 Housing Application 328 ppdcdbg/housingapp doc application(s) for other funding). 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, 2005 Beginning of City Fiscal Year and Project Start Date The plan is to purchase the building at 912 2nd Ave. by July 1, 2005. Our current agreement to purchase with the owner is good until May 15th and contains the clause that our purchase is contigent with the outcome of our grant applications. We would use July and August (2005) to complete the exterior work: asphalt the driveway, build a patio/ramp to the first floor entrances, repaint the interior and do some upgrade of plumbing and air conditioning. Bids have been obtained from an asphalt company, a small construction business, a concrete contractor and several plumbing and air conditioning contractors and are available from our volunteer construction supervisor, David Maeglin. The summer months would also be used to do some interior remodeling to accommodate the retail and training spaces and a new shipping and handling initiative in the basement area. This time would also be spent in getting the computers needed, installed and networked in the new space. This means that we would be ready to open the new enterprises by September 1 The Iow-income apartments, already under lease, would be operating under our new management from July 1st on. Leases would be terminated as they come due in order to provide housing for those associated with the new enterprises. 15. 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 goals of the project are two-fold: micro enterprise development and Iow income housing expansion. Regarding micro enterprise development, the specific goals of the project are 1) to advance employment and ownership opportunities for Iow-income persons with disabilities in a community setting 2) to expand the potential of e commerce as home- based business opportunities for persons with disabilities and 3) to design and implement a training program for the above persons in the field of e commerce. With respect to housing the goal is 1) to add three very Iow- cost apartments to the housing market and 2) to link these apartments to their place of employment. This has the advantage of eliminating the costs of transportation and of increasing access to the support staff associated with the new Micro Enterprise Development Center. 16. 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 lower than those in the existing rental market. The landlord, in this instance, is a non-profit organization whose objective is to provide a quality apartment at the lowest possible rent, while linking the housing to employ- ment. The income derived from rents need only cover the costs of building maintenance, assuming any mortgage payments would be modest or unnecessary. FY06 Housing Application 329 ppdcclbg/housingapp doc 17. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. All of the funds necessary to pay for the immediate building upgrade have been raised and placed in an escrow fund (approximately $20,000) pending the outcome of our housing application and the outcomes of the parallel applications for the commercial part of the building. Applications were made both to the Economic Development Council and, as a contingency, to CDBG economic development (non-housing). Note to HCDC: Review attached Proforma as part of the Feasibility Section. Section 4 - Impact/Benefit to the Community 18. In the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. The project involves purchase of an existing building (built 1972) at 912-14 Second Ave. and the immediate upgrade of that building to include 1) asphalting of the parking areas 2) new construction of a patio/ramp in the storefront entrances side of the building (for wheelchair access) and 3) upgrade of plumbing and air conditioning. This application seeks a conditional occupancy loan for purchasing the housing portion of the building located on the second or upper floor of the facility. There are three Iow-income rental units in place and under lease in the building. Public funds are sought to buy the building, separating the housing use request and the commercial use requests. 19. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of Iow-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. EDF works almost exclusively with Iow-income persons with disabilities. The likely tenants would be Iow-income persons with a diagnosed disability receiving a disability benefit. The only exception would be persons whose disability requires the use of a wheelchair The project site is in Census Tract 15 in which 38.8% of the households are Iow-moderate income households. 20. On the map provided, please show the location of the proposed project. Map is appended. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG~HOME Agreement). Number between 0 - 30% median income __1__ households (a) Number between 31 - 50% median income __2__ households (b) Housing App/ication 330 ppdcdbgfllousingapp.doc Number between 51 - 80% median income households (c) Number between 80 - 100% median income households (d) Number over 100% median income households (e) Total 3__ households (f) Percent LMI _100%__ (a + b + c) + f) 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated and improvement of living conditions). The outcome data consists of three Iow-income rental one-bedroom apartments, to be rented at below market rates to Iow-income persons with disabilities associated with the Micro Enterprise Development Center project. The three rental units are already in place and under lease and are in good condition. The plan is not to renew leases as they come due so that they may be rented to persons with disability associated with the project. 23. Please discuss how these outcome data will be met by the proposed project. By buying the building at 912 Second Ave. we are buying three apartment units that we can afford to rent at below market rates. The current rental rate is slightly over $400 per month per unit and we believe we can lower the rates by 10% and still cover operational costs associated with the second floor (e.g. unit upgrades, snow removal, etc). Section 5 - Capacity/History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July I to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (As of 1213'1104) FY03 (July 2002- June 2003) $35,000 $35,000 FY04 (July 2003- June 2004) $35,000 $35,000 FY05 (July 2004- June 2005) 20,000 $10,000 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 X 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. Please provide evidence of your organization's capacity and/or experience to undertake and complete the proposed project within the established timetable and budget. EDF is an outgrowth of the International Bill Foundation (IBF), which was informally organized in 1974 to administer Wild Bill's Coffee Shop on the University of Iowa campus. F Y06 Housing Application 331 ppdcdbg/housingapp,doc The IBF merged with EDF in 1999 and the latter's mission was redirected to promote education and service to the elderly and persons with disabilities. In July 2001, EDF started Uptown Bill's small Mall project with the assistance of a CDBG grant, while contracting with the University of Iowa to continue operation of Wild Bill's Coffee Shop. The small Mall provided opportunities for persons with disabilities to become owners of and/or workers in a series of small businesses located in the current 401 S Gilbert St. location. The businesses started and currently in operation include a coffee shop, a bookstore, a antique/collectible shop, a vintage clothing store, a computer graphics business and an alcohol and smoke free family music venue. At other locations, EDF sponsors a furniture refinishing and small home repair service (Mick's Workshop) and a lawn and garden service (Funks Grove). Both services are housed in a rented building at 2218 F Street. In the past two years, two other micro enterprises have been incubated - Uptown Arts (now a private for profit business called th~ school of Performing Arts and Akebuland, an African boutique that has been moved to Minneapolis. The small Mall is also home to AA Intergroup office and serves as host to ten AA meetings weekly in its music venue space. The success of the small Mall is measured in the number of work opportunities created (currently 11.5 FTE's). This includes providing ownership opportunities for (8) persons, and some level of paid work opportunity for another 12-15 persons. Other persons with disabilities work as unpaid volunteers, along side the 50 or so community and university student volunteers who weekly make their presence felt at the small Mall. The commitment to CDBG of providing work opportunities to 10 FTE/persons with disabilities was met by the end of the second year of the grant. The utilization of the small Mall by Iow-income persons, homeless and persons with disabilities is significant (with about 30-40 stopping in daily). With long hours (average 13 hours daily) and being open 365 days a year, the small Mall offers a supportive and welcoming environment for many persons with limited family resources and with limited social skills. Revenues generated by the small Mall have grown to well over $200,000 per year. EDF has been able to meet more than 50% of rent and utilities and 100% of operating expenses from s mall Mall revenues. Its potential for sustainability beyond its current CDBG grant is good. In 2003, EDF assisted two of its owners with disabilities in becoming owners of a "rent to own" Section 8 home at 2218 B Street and in finding another live-in caregiver with a disability to assist the wheelchair bound owner. EDF assists with handling the finances of the home and in dealing with problems of daily living. EDF has also taken on the fund raising and oversight of a 90 documentary project on the life and legacy of Bill Sackter. The purpose is to help the Bill story become part of folklore, which features a handicapped man as hero. The local filmmaker is a noted documentary producer who recently won an Emmy for his documentary on the Nazi drawings of Maurice Lazansky. EDF has earned a solid reputation in the community as both a business and a service. It is a member of the Iowa City Chamber of Commerce and the IC/CoraMIle Convention Bureau. The organization and its project have received considerable positive publicity in the local press. The organization was recently covered in an article in the new Corridor Business Journal. The small Mall has been a popular referral resource for other local disability serving organizations and is used by the Arc, Goodwill and Shelter House. The space has become a regular meeting place of the Johnson County Coalition on Disabilities, the Brain Injury Association, the AA Intercrop Board of Directors, Iowan's for Peace, the Unsung Forum (song FY06 Housing Application 332 ppdcdbg/housingapp.doc writers group), the Mud River Music Cooperative, the Irish Slow Session music group and others. EDF is run by a 15-member board of directors consisting of community lay and business leaders, university representatives, and persons with disabilities. This board meets quarterly, with an Executive Committee, a Community Relation Committee, and a Long Range Planning Committee that meet monthly. A separate University Relations Committee meets twice annually. Over the past three years, EDF has raised nearly $150,000 from local sources to fund the documentary and to build an endowment from which to subsidize rent/utilities after 7/2007 when CDBG support ends. A total of (52) different individual or corporate donors have made a contribution to one or another of its projects. River Run, which sponsors a run associated with the University of Iowa River Fest, has selected EDF as its principal charity. An experienced administrator, Dr. Tom Walz, a retired university professor and academic administrator, directs the EDF. Walz commits nearly 70 hours per week as EDF director and small Mall manager. His volunteer commitments have been widely recognized. He was named a top ten finalist in the Volvo for Life Awards program and was selected Iowa Volunteer of the Year. Other staff includes two full-time VISTA volunteers and a part-time contracted bookkeeper. An average of (50) student and community volunteers work an average of three hours per week throughout the year in support of the small Mall micro businesses. 12. ADDITIONAL MATERIALS AVAILABLE UPON REQUEST 1. Resume of the Executive Director, Dr. Tom Walz 2. EDF Annual Reports (2001-2002,2002-2003, 2003-2004) 3. Non-profit certificates (501 C-3) 4. Contract to purchase agreement of building at 912 2nd Ave. 5. Statement of appraisal of building and separation valuation of upper and lower levels 6. Letters of Agreement to provide volunteer services to project by listed individuals. 7. Bank Statement showing escrow funds. 8. Contractor estimates: Ahrens Concrete, Shamrock Construction, Advanced Electric, Iowa City Plumbing, Linn County Public Health (lead testing). CITY OF IOWA CITY Due January 20, 2005 by 12:00 noon - No Exceptions Planning and Community Development 410 East Washington Street (319) 356-5230 steve~long@iowa-city.org tracy-hig htshoe@iowa-city,org steven-nasby@iowa-city.org FY06 Housing Application 333 ppdcdbg/housingapp.doc City of Iowa City ~i/~-~'~---~'' FY06 Funding Request for Housing Pro-'ts JAN20 2005 Project Name: Community Land Trust Owner Occupied Housing Type of Project (homeownership\rental\tenant based rent asst. or rehabilitation) Ho General Information 1. Lead Applicant Name: Greater Iowa City Housing Fellowship Signature: ',.-.~' ~ Applicant Address: 1700 S. First Ave., #25B Iowa City, IA 52240-6036 Contact Person: Maryann Dennis Title: Executive Director Phone Number: 358-9212 Fax Number: 358-0053 E-mail Address: gichf~,avalon, net Federal Tax Identification Number: 42-1362432 Did you attend the applicant workshop? X If yes, please circle the date attended. December 16, 2005 ~January 12, 2005~ 2. Secondary Applicant (if applicable): N/A Signature: Appl~ant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): X Community Housing Development Organization Private non-profit organization Private for-profit, individual or partnership applicant Public Organization 4. Amount of Funds Requested HOME: $181,200 CDBG: $ Total Loan Requested: $181,200 5. Provide a brief description of the proposed project (please limit response to a paragraph). GICHF is requesting a 20 year, declining balance loan in the amount of $181,200 to acquire three lots to be used in the Community Land Trust Affordable Homeownership Program. GICHF will secure construction loans from local lenders to build three homes to be sold to mortgage qualified Iow-income working families as leasehold estates. The Housing Fellowship has built and sold 12 CLT homes in Iowa City and has the capacity to complete the project within the proposed time line. 334 Section 1 - Need/Priority 6. Tell us why this project is needed (include information from market studies or other supporting documentation that identifies the need for this type of housing for Iowa City's need) and how it will fill a gap in the City's housing market. City STEPS 2006-2010 states that one of the greatest problems facing homeowners is the rising cost of housing and explains that in order to afford a median cost home ($151,500) in Iowa City, as of the first three months of 2004, a potential homeowner would need an annual income of approximately $51,428. This excludes virtually all mortgage qualified working families with incomes at 60% AMI and many families with incomes at 80% AMI. City STEPS further explains that one barrier to producing new, affordable houses is the cost of developable land. The goal of the STEPS plan is to produce 10 additional homes each year for affordable homeownership. A review of the available lots on the market as of January 19, 2004 indicates the average price of a lot is $59,042 (MLS). This project will offer the opportunity for three Iow-income families to become homeowners at an affordable price. GICHF's Community Land Trust ensures that the homes remain affordable over time. It is expected that the partnership between GICHF, the School District and the Home Builders to construct the student built house will continue if Iowa City HOME funds are allocated to this project. The Housing Fellowship has sold 12 homes in its Community Land Trust Program. There are currently five approved applicants for CLT homes. The homes are listed with a local Realtor on the Multiple Listing Service. The average time on the market has been 15 days, indicating a high demand for these homes. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan, the Maxfield Housing Market Analysis and/or "Assessing Iowa's Housing Needs" (August 2000) by Professor Heather McDonald. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). (Owner Households) Small Related households cost burden > 30 and 50% Medium Priority Need Priority Need Level (High, Medium or Low) Section 2 - Leveraging Resources 8. Indicate the applicable loan terms*: Rate: Years: Principal and interest (amortized loan) Declining 20 balance, forgivable * See Applicant Guide. Loan terms are subject to negotiation or modification by the City Council. FY06 Housing Application 335 pp~b~hf-9 c~ty fy 0~ 9. In the space below, please provide the proposed sources and uses of funds for the project. Include all funding requested for the proposed project to be completed (e.g., infrastructure improvements). Where possible please provide third party documentation for project costs. Source Use Amount · City of Iowa City HOME Acquisition of 3 Lots $180,000 · City of Iowa City HOME Title Opinions 450 · City of Iowa City HOME Appraisals 750 · Local Lenders Construction $ 361,500 TOTAL $ 542,700 10. a. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds: Amount of Funding Requested: Iowa City CDBG or HOME Funding (public) $181,200 State of Iowa HOME or CDBG (public) $0 Iowa Finance Authority (IFA)-- non-LIHTCs (public) $0 City of Iowa City -Tax Increment Financing (public) $0 City of Iowa City - Tax Abatement or Exemption (public) $0 IFA - Low Income Housing Tax Credits (public) $0 Other Public Resources (public) (please list): $0 Applicant Contribution of Equity (private) $0 Private Lender Financing (private) $381,500 Private Foundation(s) (private) $0 Volunteer Labor and/or In-kind Donations (private) $11,250 Other Private Resources (private) (please list)~ $0 Amount of Private Funds: $372,750 (a) Amount of Public Funds $181,200 (b) Total Project Funding $553,950 (c) (a + b) Number of bedrooms 12 (d) Number of publicly-assisted bedrooms 12 (e) Persons assisted (# of bedrooms x 1.5) 18 (f) Requested public subsidy per bedroom 15,100 (g) b + d Total cost per bedroom 46,163 (h) c + d Total Public Cost Per Person 10,067 (i) b + f Total cost per person 30, 775 (j) c + f Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the applicant/owner must repay the City the FY06 Housing Application 336 ppdcdbg~-~ oity ~y 0~ .p..doc difference between the appraised value and the total project cost, up to 100% of the City's contribution. 10. b. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Realtor Commission is donated for the home sales. This represents at least 3% of the home prices. The donation may be more if the Realtor is a dual agent for the property. 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 = $ PROFESSIONAL: (REALTOR) 3% per sale $11,250 $11,250 Total $11,250 11. Does the proposed project pay property taxes? Yes X No ~ If yes, what is the estimated value of taxes generated from this Project? $ 5,100 If property taxes are not fully paid, does the prOposed project make a Payment In Lieu Of Taxes? No ~ Yes ~ If "yes", what is the percent of full taxes paid?__% and amount paid $. 12. If partial funds are awarded, will the projectJprogram continue? yes X No If yes, at what level? Fewer homes will be built. 13. Program regulations require a 25% match for HOME funding only. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. If the proposed project is requesting HOME funds from the State of Iowa please describe how the project will meet this matching requirement without the use of City funds. If State HOME match is being waived or reduced please include a letter from the Iowa Department of Economic Development. Realtor commission. I Local HOME funds requested: $181,200 x .25 = $__45,300 Local Match Local HOME funds requested: $181,200 x .20 = $ 36,240 State Match Section 3 - Feasibility 14. 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~HOME funding. FY06 Housing Application 337 ppclcdbg/hf-9 city fy 06 ap_doc Date Description of Activity July 1, 2005 Beginning of City Fiscal Year and Project Start Date September 2005 Enter into Agreement with City of Iowa City October 2005 - August 2006 Acquire lots October 2005 - August 2006 Secure construction financing November 2005 - August 2006 Complete site plan and home specifications January 2006 Enter into construction contract June 2006 Negotiate contract for student built house March 2006 - May 2007 Manage construction February 2006 - January 2007 Accept and review buyer applications August 2006 -June 2007 Sell homes June 2007 Close-out project 15. 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). GOAL- To expand affordable owner-occupied opportunities by constructing three homes. GOAL - To sell three homes to Iow-income, mortgage qualified households. GOAL - To preserve three homes as affordable over time. The structure of the Community Land Trust Program ensures affordability over time with a 99 year, renewable Ground Lease. Many working families in Iowa City qualify for private mortgages within the range of $115,000 - $125,000 - well below the median sales price in this area. There are very few newly constructed houses on the market in this price range. This project provides the opportunity for three Iow-income households to become homeowners. 16. 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 lower than those in the existing rental market. This proposal is for owner occupied housing, not rental housing. The homes will be sold at target prices of $115,000-$125,000 well under current market rates for newly constructed homes and land. The Housing Fellowship will enter into a 99 year Ground Lease with the buyer of the improvements. A short form of the 99 year Ground Lease is recorded and the deed describes the transaction as leasehold. The Housing Fellowship charges a $20/month land lease fee. Retaining the ownership of the land enables the Housing Fellowship to lower the cost of the house for the buyer, and effectively removes the land from the speculative market. The land lease stipulates that all sales of the improvements be income-targeted for the 99 year lease period. GICHF as a non-profit land owner ensures the affordability of the house over time. 17. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. NO. Construction financing will be secured upon award of City HOME funds and purchase of lots. Note to HCDC: Review attached Proforma as part of the Feasibility Section. FY06 Housing Application 338 ppdcdbg/hf-9 city fy 06 ap-doc Section 4 - Impact/Benefit to the Community 18. In the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. TYPE OF PROJECT New Construction TOTAL NUMBER OF UNITS 3 TOTAL NUMBER OF ASSISTED UNITS 3 19. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of Iow-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. This project is intended to serve Iow- income mortgage qualified buyers. The census tracts that include lots currently on the market have generally lower than average percentages of Iow- income families compared to the City as a whole. This proposal will increase opportunities for Iow-income families to purchase homes in these neighborhoods. 20. On the map provided, please show the location of the proposed project. Specific lots have not yet been located for this project. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG\HOME Agreement). Number between 0 - 30% median income households (a) Number between 31 - 50% median income households (b) Number between 51 - 80% median income __3__ households (c) Number between 80 - 100% median income households (d) Number over 100% median income households (e) Total __ 3 households (f) Percent LMI __100 (a + b + c) + f} 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated and improvement of living conditions). · Objective A: The project will provide affordable opportunities for Iow-income households to purchase a home · Objective B: The project encourages mixed-income neighborhoods by placing affordable owner-occupied units in market rate neighborhoods. · Objective C: A non-profit landowner will ensure long-term affordability. · Objective D: The project hopes to continue an exciting community partnership between the City, School District, the Home Builders, Local Lenders and a local non-profit F Y06 Housing Application 339 pp~bg~-9 city fy 06 ap..doc · Objective E: The project offers persons with Iow-incomes the opportunity to participate in the decision-making processes of a CHDO. · Objective F: GICHF has the capacity to complete the project within the proposed time line. 23. Please discuss how these outcome data will be met by the proposed project. · Objective A: The houses will be placed on the market through the MLS. Prospective buyers will be provided technical assistance with loan applications, lease items, etc. · Objective B: Lots will be purchased from the private market in an established sub-division. · Objective C: Deed restrictions and lease provisions will be recorded on the land. · Objective D: Discussions with community partners are underway and are prepared to sign a Home Construction Agreement depending on location of land and what type of home is to be constructed.. · Objective E: CLT homeowners are eligible to serve as Trustees or Committee Members of GICHF. · Objective F: GICHF, a Johnson County CHDO, has a well-established Community Land Trust Program and has the capacity to complete the project within the proposed timeline. Section 5 - Capacity/History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31/04) FY03 (July 2002 - June 2003) $220,000- Longfellow Land Acq. $220,000 $102,000 - Lot Acq. 39, 800 FY04 (July 2003 - June 2004) $0 N/A FY05 (July 2004 - June 2005) $190,000- Longfellow Rental $0 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 X 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. Please provide evidence of your organization's capacity and/or experience to undertake and complete the proposed project within the established timetable and budget. Greater Iowa City Housing Fellowship, the School District and the Home Builders received an Iowa City Community Development award for the Student Built House Partnership in June 2001. The Housing Fellowship has constructed and sold 12 'houses in its Community Land Trust Program, and successfully constructed and sold three homes in Lone Tree, IA. The Student Built House project has successfully constructed and sold homes for well over 25 years. Since its beginning in 1990, GICHF has received more than $11.2 million dollars in grants and loans from public and private sources to develop affordable housing. The Housing Fellowship currently owns and manages 110 rental homes, housing 335 very Iow-income people. Seventy five percent of current renters have incomes at or below 30% AMI. The average annual household income of Housing Fellowship renters is $13,505. The Housing Fellowship has extensive experience in substantially rehabilitating existing properties and constructing new units for rental or owner-occupied use. GICHF has produced 24 units of newly constructed rental housing and expects to place 7 new rental homes in service in eady 2005 in the Peninsula neighborhood. As part of the Saratoga Springs Limited Partnership, 16 townhouses were 34O FY06 Housing Application ppdcdbg/hf-9 c~ty fy 06 ap..doc constructed and are currently used as affordable rental housing. The Housing Fellowship's CLT (owner- occupied) program has constructed and sold 12 homes in Iowa City and three houses have been built and sold in Lone Tree. The Housing Fellowship is an award winning Community Housing Development Organization - 2001 Community Development Award, City of Iowa City 1997 Iowa City Human Rights Award for Outstanding Leadership by a Service Organization - to founder, Ruth Wagner 1995 Iowa Bankers Award of Excellence to US Bank (First National Bank) for the Security Deposit Loan Program 1992 Community Development Award, City of Iowa City 1992 Iowa Governor's Volunteer Award Key personnel for the proposed project include: Maryann Dennis has been the Executive Director of the Housing Fellowship since January 1993. She has extensive experience in working with Iow-income families and the administration of federal and private funding soumes. She currently administers the Housing Fellowship's CDBG, HOME, and FHLB contracts. Ms. Dennis is a certified Housing Development Finance Professional through the National Development Council. She was selected to represent the State of Iowa at the October 2003 Fannie Mae National Partnership Summit in Washington, D.C. She presented the Community Land Trust Program to the Nebraska Association of Housing Developer's annual conference in August 2004. She holds a Masters Degree in Social Work Administration and Social Development from the University of Iowa. Tammy Spies, Compliance Manager, joined the GICHF staff in September 2003 after serving as Office Manager and Estimator of Arena Auto Body for over 12 years. Ms. Spies has been a tenant at the Housing Fellowship since 1993. Ms. Spies holds an Associate of Arts Degree from EIIsworth Community College in Sales Management. She has demonstrated excellent skills in property management practices and public funding compliance issues. Ed C. "Butch" Seydel, Maintenance and Repair, joined the GICHF staff in June 1999. Mr. Seydel has well over 25 years of experience in the building trades and facility repair and maintenance. Tashundra Marshall, Administrative Assistant, joined the Housing Fellowship in November 2004. Ms. Marshall holds a Bachelor Degree in Sociology and has significant experience in the management of non- profit offices, including DHS. Barbara Bailey, owner of Blue Moon Accounting is the contracted accountant. Ms. Bailey works with several local non-profits and prepares all financial reports and balance sheets for the Board of Trustees. The Housing Fellowship's financial statements are audi.ted, as per federal requirements, each year. No significant findings have occurred as a result of the audits. The Housing Fellowship will serve as the developer and property manager and will work closely with the City of Iowa City Planning staff to implement the project. The Housing Fellowship works closely with other affordable housing and homeless services providers in our area. The Housing Fellowship provides in-kind space and equipment for the Housing Task Force of Johnson County. This project continues the Housing FellOWship's innovative approach for meeting the housing needs for Iow-income households in Iowa City. The local government has expressed a concern regarding areas of concentration of"low-income" housing in our community. The acquisition and rehab of scattered site affordable housing results in mixed-income neighborhoods and helps to preserve the housing stock. The Board of Trustees serves as the governing body of the Housing Fellowship and has a well-defined strategic business plan. Trustees include a financial advisor, commercial lender, developer, contractor, attorney, Realtor, non-profit Executives, and a CLT homebuyer. As a CHDO, one third of the Trustees represent the Iow-income community. The Housing Fellowship is a community based non-profit organization that was created by concerned citizens representing several local congregations. Membership Organizations include 15 congregations and four local Human Services Agencies. F Y06 Housing Application 341 ppdcdbg/hf-9 city fy 06 ap..d(;c 342 City of Iowa City FY06 Funding Request for Housing Prolects ...... l, Project Name: GICHF School Choice Pro.qram /~-- Type of Project (homeownership\rental\tenant based rent asst. or rehabilitation) Rent JAN 2 0 2005 General Information /L, uL_- 1. Lead Applicant Name: Greater Iowa City Housing Fellowship Applicant Address: 1700 South First Avenue, Suite 25B Iowa City, IA 52240 Contact Person: Maryann Dennis Title: Executive Director Phone Number: 319-358-9212 Fax Number: 319-358-0053 E-mail Address: gichf~,avalon, net Federal Tax Identification Number: 42-1362432 Did you attend the applicant workshop? X__ If yes, please circle the date attended. December 16, 2005 ~January 12, 2005{ 2. Secondary Applicant (if applicable): N/A Signature: Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): X Community Housing Development Organization Private non-profit organization Private for-profit, individual or partnership applicant Public Organization 4. Amount of Funds Requested HOME: $812,404 CDBG: $ Total Loan Requested: $730,004 . 5. Provide a brief description of the proposed project (p/ease limit response to a paragraph). The GICHF school choice program will provide a wider choice of elementary schools for working families with children in the Iowa City community. Eight existing 2 bedroom homes will be purchased and renovated as necessary. All homes will be located in the attendance areas of the six elementary schools in Iowa City reporting less than 20% Iow income student enrollment in 2003. The schools are Lemme, Weber, Hoover, Horn, Lincoln and Shimek. Housing sales records from the Iowa City Assessor's office for the past year show that to meet the goal of expanding school choice at least four homes requiring compliance with lead abatement guidelines will need to be purchased. The additional costs associated with lead abatement measures will be funded from State HOME sources. The Housing Fellowship is a successful Iowa City CHDO that has been addressing the critical need for affordable housing in Johnson County for 15 years. Terms: Loan of $730,004, 0%; 30 yrs., and a grant of $82,400 as a developer fee. 343 Section 1 - Need/Priority 6. Tell us why this project is needed (include information from market studies or other supporting documentation that identifies the need for this type of housing for Iowa City's need) and how it will fill a gap in the City's housing market. As shown in the chart below, GICHF has been successful in locating affordable rental homes in most of the elementary school attendance areas that are located in Iowa City. OICHF Rental Homes Current and Funded in ICCSD Elementary School Attendance Areas (Total = '122) 25% 30 Recently the City Council has expressed a preference for focusing further affordable housing activity in attendance areas of those elementary schools having smaller percentages of lower income students. The chart below shows that all of the attendance areas included in this proposal are schools having less than 20% free and reduced lunch eligible student enrollment in 2003. Iowa City Elementary Schools Percent Free/Reduced Lunch Enrollment 2003 50% 40% 3O% 2O% 10% 0% To establish the feasibility and costs of purchasing and renovating existing homes in the preferred school attendance areas, sales records from the Iowa City Assessors office were examined. The number of sales of 2 and 3 bedroom homes occurring over the recent 12 month period of 11/03 to 11/04 at a sale amount FY06 Housing Application 344 ppdcdl:~housing application charlie fyO6.doc of less than $180,000 is shown for houses built between 1978 and 2004 and from 1900 to 1977 in the next two charts. Sales in School Choice Areas 11103 - tt/04, 1978 - 2004 yr. Built (Sale price < $180,000, Total = 80) 3O 25 20 "= · 2 bdrm 15 · · 3 bdrm · 10 z $ Shimek t. in¢oln Horn Hoover Weber Lemme Sales in School Choice Areas 11103 - 11104, 1900 - 1977 yr. Built (Sale price < $180,000, Total = 50) 30 25 ! ; 20 ~' · 2 bdrm · 3 bdrm z $ 0 T r Shimek Lincoln Horn Hoover Weber Lemme This sales history demonstrates that over a 12 month period in the Lemme and Weber school attendance areas there will be sufficient market activity to purchase four 2 bedroom homes built since 1978. For the remaining attendance areas it will be necessary to include four homes built before 1977. Lead hazard abatement guidelines apply to homes built during this period. Planned purchase prices for each year built group are based on median cumulative average sales prices. In addition to the need for greater school choice this proposal addresses the goal of GICHF to provide affordable housing for all residents of our community. Johnson County is the most cost burdened in the State for housing (Housing Assistance Council, 2001 Housing Survey, Washington D.C.) The housing market in Iowa City is very tight. Even with the recent trend of local rental vacancy rates "approaching a typical market rental vacancy rate of 5% that is considered healthy" there are 1,906 Iow-income households waiting for Section 8 rental assistance. Of those, 669 ara in need of two-bedroom homes. The primary problem Iow-income households face is being cost burdened, in 2000, small related Iow- income renter households experienced burdensome housing costs - 80% with incomes at or below 30% AMI had housing costs greater than 50% of their income. The need for additional rental homes to relieve the housing cost burden on Iow-income households is a high priority of City STEPS. The STEPS plan states that since 1990, the number of small-related households that are cost burdened has risen 10%. The City's strategic plan is to add 100 affordable rental homes over the next five years. FY06 Housing Application 345 ppdcdbg/housing application charlie fyO6.doc Maxfield Research Inc. completed a Housing Market Analysis and Demand Estimates for the Iowa City Urban Area in January 1998 and it is still used in this area as a good measure of the housing market. City STEPS 2006-2010 explains that as of 2004, 91 subsidized units and no affordable homes have been constructed. The number of subsidized and affordable rental homes placed in service has met only 31% of Maxfield's projected demand (City STEPS, Iowa City's Consolidated Plan for Housing, Jobs and Services for Low-Income Residents 2006-2010). 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan, the Maxfield Housing Market Analysis and/or "Assessing Iowa's Housing Needs" (August 2000) by Professor Heather McDonald. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). Renter, Small Related Cost burden> 30% HIGH Priority Need Priority Need Level (High, Medium or Low) Renter, Small Related Cost burden> 50% HIGH Priority Need Priority Need Level (High, Medium or Low) Section 2 - Leveraging Resources 8. Indicate the applicable loan terms*: Rate: Years: Principal and interest (amortized loan) 0% 30 * See Applicant Guide. Loan terms are subject to negotiation or modification by the City Council. 9. In the space below, please provide the proposed sources and uses of funds for the project. Include all funding requested for the proposed project to be completed (e.g., infrastructure improvements). Where possible please provide third party documentation for project costs. PROJECT COST Total SOURCE AMOUNT Acquisition $850,000 City HOME $650,004 State HOME $199,996 Rehab $68,000 City HOME $68,000 Lead Hazard Abatement $100,000 State HOME $100,000 Carrying Costs $6,400 - ~ City HOME $6,400 Settlement Fees $5,600 City HOME $5,600 Developer Fee $82,400 City HOME $82,400 TOTAL PROJECT COSTS: $1,112,400 $1,112,400 10. a. Please complete the table below showing the types and amounts of funding being requested for the proposed project. FY06 Housing Application 346 ppdcdbg/housing application charlie f,j06.doc Funding Source and Type of Funds: Amount of Funding Requested: Iowa City CDBG or HOME Funding (public) $ 812,404 State of Iowa HOME or CDBG (public) $ 299,996 Iowa Finance Authority (IFA)- non-LIHTCs (public) $0 City of Iowa City - Tax Increment Financing (public) $0 City of Iowa City - Tax Abatement or Exemption (public) $0 IFA -- Low Income Housing Tax Credits (public) $0 Other Public Resources (public) (please list): $0 Applicant Contribution of Equity (private) $0 Private Lender Financing (private) $0 Private Foundation(s) (private) $0 Volunteer Labor and/or In-kind Donations (private) $ 25,500 Other Private Resources (private) (please list): $ Amount of Private Funds: $ 25,500 (a) Amount of Public Funds $ 1,112,400 (b) Total Project Funding $ 1,137,900 (c) (a + b) Number of bedrooms 16 (d) Number of publicly-assisted bedrooms 16 (e) Persons assisted (# of bedrooms x 1.5) 24 (f) Requested public subsidy per bedroom 69, 525 (g) b + d Total cost per bedroom 71,119 (h) c + d Total Public Cost Per Person 46,350 (i) b + f Total cost per person 47,413 ~1') c + f Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the applicant/owner must repay the City the difference between the appraised value and the total project cost, up to 100% of the City's contribution. ' ' This project proposes to use public funding for all activities. Strict rent controls limit the net operating income available for debt service. The suggested repayment schedule for City funds of 0% interest, amortized at 30 years, maximizes the debt that this project can repay while being financially viable and maintaining a debt coverage ratio of at least 1.15. A grant of $82,400 is proposed to pay for the developer's fee of 8% of the total project cost. The fee of 8% is considerably less than customary fees for other types of affordable rental housing developments. 10. b. 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. FY06 Housing Application 347 ppdcdbg/housing applicatio~ charlie f¥06.dcc Realtor Commission is donated for the acquisition of the project homes. This represents at least 3% of the acquisition cost. The donation may be more if the Realtor is a dual agent for the property. 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 = $ Professional ( Realtor ) 3% /acq. x $ per hour = $25,500 Total $25,500 All HOME assisted contracts for construction by a non-profit developer must be competitively bid and awarded. As such, it is difficult for GICHF to utilize volunteer labor for this project. This project (including contractors and sub-contractors) must comply with federal laws and regulations relating to labor standards including: the Davis-Bacon Act; the Copeland "Anti-Kickback" Act; and the Contract Work Hours and Safety Standards Act. 11. Does the proposed project pay property taxes? Yes__ No X If yes, what is the estimated value of taxes generated from this Project? $ N/A If property taxes are not fully paid, does the proposed project make a Payment In Lieu Of Taxes? No ~ Yes X If "yes", what is the percent of full taxes paid? 25__% and amount paid $2,330. 12. If partial funds are awarded, will the project/program continue? Yes X No If yes, at what level? Fewer homes will be developed. 13. Program regulations require a 25% match for HOME funding only. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. If the proposed project is requesting HOME funds from the State of Iowa please describe how the project will meet this matching requirement without the use of City funds. If State HOME match is being waived or reduced please include a letter from the Iowa Department of Economic Development. Property tax exemption. Local HOME funds requested: $ 812,404 x .25 = $ 203,101 Local Match *Local HOME funds requested:S812,404 x .20 = $ 162,480 State Match Section 3 - Feasibility 14. 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 CDBGtHOME funding. Date Description of Activity 1. July 1, 2005 Beginning of City Fiscal Year and Project Start Date FY06 Housing Application 348 pgdcdbg/housing application chadie fyO6.doc 2. September 1, 2005 Record Agreement Between City and GICHF 3. Sept. 2005 - June. 2006 Identif7 properties, make purchase offers 4. Dec. 2005 - Jan 2007 Purchase properties, execute mortgages 5. December 2005 Submit funding application to State 6. March 2006 Sign funding agreement with State 7. Jan 2006 to Apr 2007 Advertise for bids, award rehab/lead abatement contracts 8. Jan 2006 to June 2007 Market homes, screen tenant applicants 9. Jan 2006 to Apr 2007 Manage rehab activities, make progress payments 10. Jan 2006 to Apr 2007 Final inspections, secure rental permits, rent-up 11. June 2007 Project Close-out 15. 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 expand the stock of affordable rental housing in Iowa City by eight homes over the next two fiscal years, which accomplishes 20% of the City STEPS annual goal of 20 homes of new rental homes per year. The project will benefit the targeted income group by providing decent, affordable homes in mixed income neighborhoods by acquiring scattered site existing housing, Placing affordable rental homes in additional elementary school attendance areas will provide greater choice to working parents as they consider the best educational options for their children. Through extensive rehab of the homes, the Housing Fellowship will help with the preservation of the housing stock. In Iowa City, the majodty of Iow-income households are cost burdened. In 2000, fifty seven percent of all households within 0-30% of median income had a cost burden greater than 50% of their income. This is a 10% increase from 1990. Project rents are set at the HOME rent limits accommodating Section 8 recipients. The net monthly rent is set at $511 (HOME Rent, less utility allowance ) for a two-bedroom unit, while the average rent for a two-bedroom unit in Iowa City is $595 (Iowa City Area Apartment Rent Survey 2003, Cook Appraisal Inc). Rents at this level are affordable to households of three with incomes at 30% AMI. 16. 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 lower than those in the existing rental market. The proposed project exceeds the required terms of affordability of the HOME program. Secudty documents and mortgages will be recorded for each building. These instruments will define the term of affordability. In conjunction with the Conditional Agreement between the City of Iowa City and the Housing Fellowship, the project will be retained as affordable housing for a minimum of thirty years. Annual reports from GICHF will ensure the thirty-year retention period. The mission of the Housing Fellowship is to increase the access to and availability of affordable housing in Johnson County. As a non-profit and long-term owner GICHF will offer the project homes as affordable housing for the life of the property. 17. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. No. The application for State HOME funds will be submitted in December 2005 and awards will be announced April 2006. Note to HCDC: Review attached Proforma as part of the Feasibility Section, Section 4 - Impact/Benefit to the Community 18. In the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. TYPE OF PROJECT Acquisition and Rehab FY06 Housing Application 349 ppdcdbg/housir~g application charlie fyO6.dcc TOTAL # OF HOMES 8 # OF HOMES ASSISTED WITH PUBLIC FUNDS 8 19. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of Iow-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. This project is intended to serve very-low income home renting families. The census tracts encompassing the identified school attendance areas have generally lower than average percentages of Iow and moderate income families compared to the City as a whole. This proposal will increase opportunities for lower income families to choose to live in these neighborhoods. 20. On the map provided, please show the location of the proposed project. Homes located in the Lemme, Weber, Hoover, Horn, Lincoln, and Shimek elementary school attendance areas will be purchased. Specific properties have not been identified at the time of this application. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG~HOME Agreement). Number between 0 - 30% median income households (a) *Number between 31 - 50% median income 8 households (b) Number between 51 - 80% median income 0 households (c) Number between 80 - 100% median income 0 households (d) Number over 100% median income 0 households (e) Total 8 households (f) Percent LMI 100 (a + b + c) + f) *Even though 75% of GICHF tenants have incomes between 0 - 30% AMI, this was elected because of the uncertainty of the availability of Section 8 Housing Choice Vouchers. Households with incomes below 30% are severely cost burdened in Iowa City without Section 8 assistance. 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated and improvement of living conditions). 1. The primary objective of this proposal is to provide affordable housing (30% of income for housing costs) located in currently under served school attendance areas for home renters earning less than 50% of AMI 2. The project will contribute to the preservation of iowa City neighborhoods. 3. To ensure long term affordability of the rental homes. 4. To increase the stability of low-income families 5. To increase the participation of Iow-income persons in the decision-making processes of a CHDO. 6. To complete the project within the 'proposed time line. 23. Please discuss how these outcome data will be met by the proposed project. FY06 Housing Application 350 ppdcdbg/housing application charlie fy06.doc 1. Homes will be purchased only if they are located in the identified preferred school attendance areas and project rents are set at a level to be affordable for small related households with incomes at or below 50% AMI. 2. Substantial rehabilitation will improve and preserve 8 properties. 3. Project properties will be maintained as affordable rental homes for the life of the properties. 4. The rental homes will provide permanent, affordable home rental opportunities. 5. GICHF tenants have an opportunity to serve as Trustees and/or Committee Members. 6. GICHF is a well established CHDO with the capacity to complete the project. Section 5 - Capacity/History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/3tl04) FY03 (July 2002 - June 2003) $220,000 - Longfellow Land Acq. $220,000 $102, 000 - Lot Acq. 39, 800 FY04 (July 2003 - June 2004) $0 N/A FY05 (July 2004 - June 2005) $190,000- Longfellow Rental $0 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 X 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. Please provide evidence of your organization's capacity and/or experience to undertake and complete the proposed project within the established timetable and budget. Since its beginning in 1990, GICHF has received more than $11.2 million dollars in grants and loans from public and private sources to develop affordable housing. The Housing Fellowship currently owns and manages 110 rental homes, housing 335 very Iow-income people. Seventy five percent of current renters have incomes at or below 30% AMI. The average annual household income of Housing Fellowship renters is $13,505. Forty two very Iow-income households make up the Housing Fellowship's eligible two- bedroom applicant pool. Vacancy rates for GICHF owned and managed homes for 2004 are 5.25, excluding the newly acquired apartment complex in Coralville. Riverview Apartments underwent extensive rehab for most of 2004 and at the end of the year was 50% occupied. The Housing Fellowship has extensive experience in substantially rehabilitating existing properties. Additionally, GICHF has produced 24 units of newly constructed rental housing and expects to place 7 new rental homes in service in early 2005 in the Peninsula neighborhood. As part of the Saratoga Springs Limited Partnership, 16 townhouses were constructed and are currently used as affordable rental housing. The Housing Fellowship's CLT (owner-occupied) program has constructed and sold 12 homes in Iowa City and three houses have been built and sold in Lone Tree. The Housing Fellowship is an award winning Community Housing Development Organization - 2001 Community Development Award, City Of Iowa City 1997 Iowa City Human Rights Award for Outstanding Leadership by a Service Organization - to founder, Ruth Wagner 1995 Iowa Bankers Award of Excellence to US Bank (First National Bank) for the Security Deposit Loan Program 1992 Community Development Award,,City of Iowa City 1992 Iowa Governor's Volunteer Award Key personnel for the proposed project include: Maryann Dennis has been the Executive Director of the Housing Fellowship since January 1993. She has extensive experience in working with Iow-income families and the administration of federal and private funding sources. She currently administers the FY06 Housing Application 351 ppdcdbg/housing application charlie fy06.doc Housing Fellowship's CDBG, HOME, and FHLB contracts. Ms. Dennis is a certified Housing Development Finance Professional through the National Development Council. She was selected to represent the State of Iowa at the October 2003 Fannie Mae National Partnership Summit in Washington, D.C. She holds a Masters Degree in Social Work Administration and Social Development from the University of Iowa, Tammy Spies, Compliance Manager, joined the GICHF staff in September 2003 after serving as Office Manager and Estimator of Arena Auto Body for over 12 years. Ms. Spies has been a tenant at the Housing Fellowship since 1993. Ms, Spies holds an Associate of Arts Degree from EIIsworth Community College in Sales Management. She has demonstrated excellent skills in property management practices and public funding compliance issues. Ed C. "Butch" Seydel, Maintenance and Repair, joined the GICHF staff in June 1999. Mr. Seydel has well over 25 years of experience in the building trades and facility repair and maintenance. Tashundra Marshall, Administrative Assistant, joined the Housing Fellowship in November 2004. Ms. Marshall holds a Bachelor Degree in Sociology and has significant experience in the management of non- profit offices, including DHS. Barbara Bailey, owner of Blue Moon Accounting is the contracted accountant. Ms. Bailey works with several local non-profits and prepares all financial reports and balance sheets for the Board of Trustees. The Housing Fellowship's financial statements are audited, as per federal requirements, each year. No significant findings have occurred as a result of the audits. The Housing Fellowship will serve as the developer and property manager and will work closely with the City of Iowa City Planning staff to implement the project. The Housing Fellowship works closely with other affordable housing and homeless services providers in our area. The Housing Fellowship provides in-kind space and equipment for the Housing Task Force of Johnson County. This project continues the Housing Fellowship's innovative approach for meeting the housing needs for Iow-income households in Iowa City. The Ioca,I government has expressed a concern regarding areas of concentration of"low-income" housing in our community. The acquisition and rehab of scattered site affordable housing results in mixed-income neighborhoods and helps to preserve the housing stock. The Board of Trustees serves as the governing body of the Housing Fellowship and has a well-defined strategic business plan. Trustees include a financial advisor, commercial lender, developer, contractor, attorney, Realtor, non-profit Executives, and a CLT homebuyer. As a CHDO, one third of the Trustees represent the low-income community. The Housing Fellowship is a community based non-profit organization that was created by concerned citizens representing several local congregations. Membership Organizations include 15 congregations and four local Human Services Agencies. CITY OF I0 WA CITY F Y06 Housing Application 352 ppdcdbg/housing application charlie fyO6.doc GICHF School Choice Program 111912005 Proforma Spread Sheet ! ~ , . _ ~ Sch00i Choi-c~ Program~ Line ; Description Symbols ! YRI YR2 YR3 YR4 YR5, YR6 YR7 YR8 YR9 ! YRI0 I Revenues I Gross Rental Income + G Rent ~.~ $50037 $51038; $52,059 $53100 $54162 $55,245 $58,350~ $57,477 $58,92( 2 Other Income +o Income ,. $o $o! $o $o $o $o 3 Tenant Contdbutions +T Contrdbut~on $0 $01 $0 $0 S0 4 Gross Revenues = G Income $49.056 $50,037 $51038 $52,059 $53,100 $541621 $55,245i $56,350 $57,477 $58626 i $2,503J $2655 $2 7081 $2,762 i $2.817 $2,874i $2.931 5 Ivacer, cN LOSS Vac $2,453 $2.502, $2,552 I 6 Effective Gross Income = EGI .~e,6091 $47535 $48.488 $49.4581 , $51,454i $52,483! $53,532 7 ilnsurance $3,750[ $9,883 $3979 $4.098~ $4221 $4,348 $4,478! $4,613 $4.751 8 IMaintenance & Structural Repairs $7,418 $76381 S7885 $5.104 S8.2-47i $5,597 $8855 $9,121 $9.394 9 Management Fees $2,880 $2,9~8 $3,055 $3,147 $3,2421 $3339 $3439 $3,542 $3.648 10 Prgpert2/Taxes $2,400; $2472 $2,548 J $2,623 $2701 $2,782 $2866i $2952 $3,040 11 ;Misc. Operat!n_g Expenses $924! $849 S874i S900~ $927; $955j $9841 $1,O13 $1,O44 ' : ' ; i $2'1611 $2~51 $2361 $2,432 12 !Reserves $1,920 $1,9781 $2 0371 $2,o991 S2.293 13 !Total Operating Expenses OPR. Expenses $18632 $19,191 $19,768 $20,359i $20,9701 $21,599 $22247! $22915: $23,602 $24,310 14 Net Operating Income =NOI $27.972; $28,345 $29,096' $29,475 $29,855 $30.238i $30.618 $31.001 $31.385 15 .Debt Service First Mortgage 16 Debt Sen/ice Subordinate Mortgage(s) 17 Total Debt Service -~vs $24,333I, $24,3331 $24333 $24,3331 $24,333 $94 333 $24,333 $24,333: $24,333[ $24333 18 :Cash Flow =oF $3638 $40111 $4386 $4,763 $5,141 $5,521L $5,9~2 $8,284 $~,~ $7,052 18lb) Equity Investment In Project [ - , 19 Cash -on- Cash ROI ~ #DIV/0! #DIV/0! #DIV/0! #OlV/0! .CaSh Flow d~ded by Eabm¢ Cnve~tmentt m P,oie~t Eejurt7 Invest ! i _ GICHF School Choice Program 1/1912005 Line YRI I YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR9 : YRI0 Deterrnininq Taxes i I I i 20 :Cash Flow cf $3,s38; $4,Oll $8,386 $4,763 $5,141 $5r521! $5,902[ $8,284 $8,668~ $7,05; ' · ' so $8 $8 $8 so $o! so $8[ `% 21 iDeprec~atlon Expenses -DEPR 22 ~Amortization of Fees -^MOF~TZ $0 ~0 $0 $0 $8 $8i ~O; S0 `% 23 !R~incipal Payment~ 2~ .Earnings (~Loss) Before Taxes =EBTx _~5,50~J $5,8751 $~,250 $8,627! $7,005i $7,3851 $7766 $8 149 $8,532; $8,91( 26,x Tax Rate (35% or 0%) xP. ATE $0 $8 $0 $0i $0 $43 $0 27 !Tax Incurred (Saved) :TAXor(Savin~$)l $0 $0 $8 $81 $8! $8 $8 $0 $0 i Cash Flow After Tax i , 28 Cash Flow CF i ~ ' 29 ~x Incurred (Tax Saved) -TAX (+SAV) i S0] $0 $0, $8 $8i, $8 $0i S0 30 Cash Flow After Tax ~CFAT×____ $3 638], !I $4,011 $4,388 $4,763]] $5 l,~ $5521 ~i $5,902! Line i Total Benefit Analysis i ; , 31 Cash Flow After Tax CCATx , S4,011 $4,358! $4783 $5,141~ $5,521 $5,902__ $82~ $8 668~ S7,05; 32 "Rehabiltation Tax Credit *RTC _ $01 $8! $0 $0 $8, $0 33 LOW Income Housing Tax Credit +LIHTC $0! $0 $0 $0 $0! $0~ $0 34 Net Sale Proceeds +NSP so $0 so s0i $8i 35 Total Benefits After Tax (NCFAT) :NCFAT× i S0,638' $4,0111 ~,3~ ~7e3~__ S5,141~ . S5,521~ S5I~2 ~ GICHF School Choice Program 111912005 YR11 YR12 YR13 YR14 YR15 YR16 ! YRt7 YR18 YR19 YR20 Line Description Revenues $59,7991 $609951 $62,215 $63459! $84.728 $68023 $67 343i ~8r890 $70~. $71.465 I Gross Rental Income I 2 Other Income $0 50 $0 $8 50 50: 80 $0 $0 5¢ 3 Tenant Contributions $59799 $80995 $82215 $63,459i ,$64728 $86 023i $67343 $68890 $70,064 $71,485 _ 4 !Gross Revenues $2 9soj $8 050j $3,1112 $3,173 $3.2~ $ 3:~01~ $3,387 $3435 $8,5o3i $3,573 5 iVacancy Loss I ,[ $82,722i $83,976 $65,258 $88581 $67.89: 6 Effective Gross Income , i I i : Operatinq Expenses ~41833; $5040[ $5,1911 55,347 '5 r 508 ~5,~3 $60481 $6 199: _7 I I nsuran~ I $12,258i 8 i Maintenance & Structural Repairs ,~,9o3 9 !Management Fees $3758! $3.871 53r937 $4,106 $4,229 $4.356 $4,622 $4.760 $8,525i $3,739 $3,851 $3907 $4,080 10 i Property Taxes $25,0391 $28,54~4i $27,361! $28,182[ $29,027 $29,898 $30,795i $31,719i 13 Total Operating Expenses $32,540, $32,925 533,310 $33,0941 $34,078 $34,480 $34,842 14 iNet O~lncome 15 Debt Service First Mortg~a~e 16 Debt Service Subordinate Mortgage(s) $24,333[ $24 333l $24333 $24,333 $24 333i $24,333 $24,333 $24,333 $24,333 $24,333 17 :Total Debt Service j Cash Flow $7,436 $7821 $8,206 $8,592 S9381 $9744 $10,127 18 [ I i 18[b~) iEquity Investment In Project #DIV/0! #DIV/0! #DIV/0] #DIV/0! #DIV/0f #DIV/01 #DIV/0! #DIV/0! [ #DIV/0! ! #DIV/01 19 Cash -on- Cash ROI i i I GICHF School Choice Program 1/19/2005 YR11 YRI2 YR13 YR14 YR15 YRI6 YR17 YR18 YR~9 YR20 Line Description : , Determininq Taxes $7.436! $7.82ff $8.206 $8592 88.9781 $~.37_ $9.744j ~$10.1~27 $10 508: $10.888 20 Cash Flow so so so so ~oj . ~o_ $o so so_ $o 21 Depreciation ~penses so, so so so so! so so 22 Amortization of Fees 23 iPdnci $1864 si.se41 $1~4! $1.~84! 81.864 81.864i 81e641 $1864 s,~4, sim 24 IReserves 89.300 $9.685 $10071~ $10.458 $10.841 $11.225; $11.609 $11991 $12.372 $12752 _ 25 _Eaming[£Loss~ B~for~'Faxes so so, so so so! so so, so so so 26 x Tax Rate (35% or 0%) so. $o so; so so. 8o so so $o $o 27 Tax Incurred (Saved) I I I Cash Flow After Tax $7 435! $7 821 _ $8.206~ $8.59~[ $8.976. ~9.36_1. $9.744_ $10.127 S10.508i $10.888 28 iCash Flow so! soi so sol so $8 S0 S0 So $0 29 Tax Incurred (Tax Saved) $7.438' $7.8211 $8206 $8.592 i $8976 $9.361 $9744i $10127 $10.508; $10.888 30 Cash Ftow After Tax I i Line Total Benefit Analysis 87r436 I 87821 $8.206_ $8.592~ $8976 S9.361i $9744 $10.127__ $10 508__ $10888 31 Cash Flow After Tax so so so so so $0' so so $01 $0 32 Rehabilitation Tax Credit $01 so so $0 $0 sol so $0 so 33 Low Income Housing Tax Credit $0 soJ so so so $0; s0 so 34 Net Sale Proceeds $7.436 87 921 $8,206 $8r592 #glVTM/C' $9.381' $9 74~ $10 127: $10.508 810. J 35 iTotal Benefits After Tax (NCEAT~ i i GICHF School Choice Program 111912005 2 bdrm./unit PROJECT COST ANALYSIS Total avg. / unit 2 bdrm./unit built bfr. Acquisition $850,000 $106,250 $100,000 $112,500 (2) DEBT SERVICE Rehab $88,000 $8,500 $8,000 $9,000 Amort. Lead Hazard Abatement $100,000 $12,500 $25,000 Carrying Costs $6,400 $800 $800 $800 First CITY (less Developers Fee) Settlement Fees $5,600 $700 $700 $700 Amount: $730,004 Developer Fee $82,400.00 $10,300 $5,760.00 $11,840.00 Rats 0.00% 30 TOTAL PROJECT COSTS: $1,112,400 $139,050 $118,260 $159,840 Annual payment $24,333 FINANCE ANALYSIS TOTAL PROJECT COSTS: $1,112,400 (t) RENTAL INCOME MINUS: BEDROOM SIZE NO. GROSS UTILITY NET NET MO. RENT ALLWNCE. MO. RENT ANNUAL CITY $812,404 EFFICIENCY 0 IDED $299.996 I BEDROOM 0 TOTAL ...$. _1., .1.1.2.,..4_ _0_0.. 2 BEDROOM 4 $648 $137 $511 $24,528 2 BEDROOM LEAD HZRD 4 $648 $137 $511 $24,528 CiTY/unit = $101,551 3 BEDROOM 0 4 BEDROOM 0 ............................. TOTAL ............... -~ ............................ $49,056 VALUES USED: Income inflation = 1.02 Expense inflation = 1.03 Management fee = 0.06 Developer Fee = 0.08 Vacancy rate = 0.05 Insurance = 3641 Insurance = .45 per $100 of value of improvements + $60 Maint. and Struct Repair = 900 Misc. Op. Exp. = 80 Condo_fee = 720 PILOT 5% EGI = 0.05 Reserve percentage 0.04 DCR = 1.15 Z- 358 City of Iowa City FY06 Funding Request for Housing Project Name'. Local Transitional Housing Program i~,~ Type of Project: Housing Acquisition (HACAP & UAY) General Informa~J~n, 1. Lead Applicant~/am~: (~' Signature: ~ A' J~ Applicant Address: P.O. Box 490 Hiawatha, Iowa 52233 Contact Person: Allan L. Axeen Title: Housing Operations Supervisor Phone Number: 319-393-7811 Fax Number: 319-393-6263 E-mail Address: aaxeen@hacap.org Federal Tax Identification Number: Did you attend the applicant workshop? Yes If yes, please circle the date attended. December 16, 2005 ~Ja._Q~ary 12, 200.Q.5~ 2. Secondary Applicant (if applicable): Not Applicable 3. Type of Applicant (check one): X Community Housing Development Organization Private non-profit organization Private for-profit, individual or partnership applicant Public Organization 4. Amount of Funds Requested HOME: $ 312,000 CDBG: $ Total Loan Requested: $ 312,000 5. Provide a brief description of the proposed project (p/ease limit response to a paragraph). Hawkeye Area Community Action Program (HACAP) would like to purchase four units in Iowa City to be added to our Local Transitional Housing Program. Two of the units will be added to the existing Local Transitional Housing Program that has twenty two units located in two buildings at 1926 Broadway and 1946 Broadway, a condominium in Westwinds, and three condominiums located in Triple Crown. Two of the units will be dedicated to the use by United Action for Youth (UAY) for the Transitional Living Program operated by UAY. The acquisition of properties will be in a variety of areas in Iowa City to disperse the units within the community according to the existing HCDC policy. The Transitional Housing Program provides residents with support services designed to assist families in attaining self-sufficiency. A transitional housing family has priority access to all HACAP programs focused on developing a strategy for success. These include Head Start, Target Family Support Services, Family Team Meetings, Community Case Management, Energy Assistance and Counseling, Employment 359 Opportunities, and Consumer Education meetings. HACAP operates two other Transitional Housing programs with a total of eighteen units under contracts with HUD through the State of Iowa Balance of State Continuum of Care grant programs. In all the programs families have a two year program to reach a goal of self-sufficiency. During this time families must be working or going to school and sign a contract to participate in home visits and attend consumer education meetings. Section '1 - Need/Priority 6. Tell us why this project is needed (include information from market studies or other supporting documentation that identifies the need for this type of housing for Iowa City's need) and how it will fill a gap in the City's housing market. In the Executive Summary of Iowa City's City Steps 2006-2010 the need for Transitional Housing is emphasized:" The 2000 Survey showed that most of the homeless persons interviewed intended on staying in Iowa City, and many of them were employed but could not afford housing. This helps to exacerbate the overcrowding problem in the home/ess shelters. Transitional housing that provides housing support services is the next step for many leaving the shelters. Over the last five years efforts have been made to increase the number of units available for transitional housing. Due to an overwhelming need, transitional housing and support services remain a high priority need." ^ five-year evaluation study was completed by the National Resource Center for Family Centered Practice at the University of Iowa in 1996. The following are characteristics for a homeless head of household in a family entering HACAP Transitional Housing. All statistics are based on actual participant interviews. ;> 41% reported being treated for psychological/emotional problems > 31% reported being hospitalized for psychological/emotional problems > 34% reported moving around frequently as a child > 44% reported growing up in a family with a heavy drinker >' 35% reported living away from family more than six months while growing up 32% have chronic medical problem that continues to interfere with their life 39% reported that they have been arrested and charged with a crime 35% reported being the victim of sexual abuse or assault by the age of fifteen 66% had lived as an adult with someone who had a substance abuse problem 58% lived as an adult with someone who beat them These statistics emphasize the broad range of needs for homeless families in our community. It also illustrates how fragile the family structure of a homeless family is when they enter HAC^P's Transitional Housing Programs. The families need housing and they desperately need the Family Support Services provided by HACAP. Currently there are 53 families on our Transitional Housing waiting list. The fifty three families have 63 adults and 99 children. HACAP has enough families on its waiting list to refill all of its existing units and still have a waiting list of 13 families. Currently there are seven units operating in the UAY's Transitional Living Program. These are all occupied by pregnant teens and teen parents. UAY is losing the units that are operated in a partnership with Youth Homes. There is a back log of applicants and referrals waiting for services. HACAP assessments continue to point to associated difficulties in obtaining and or retaining housing. Primary barriers include bad energy debt, domestic violence, poor credit history, and an inability to pay deposits. In addition the families have difficulty finding affordable childcare 36O HACAP and also lack educational and or job skills needed to earn money to pay rent. Other adults have dual diagnosis of both mental illness and drug abuse history. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan, the Maxfield Housing Market Analysis and/or "Assessing Iowa's Housing Needs" (August 2000) by Professor Heather McDonald. (P/ease specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). Iowa City's City Steps 2006-2010 on pages 97 and 98 discusses the Housing Gaps Analysis developed for the Iowa Balance of State Continuum for Iowa City. The Gaps Analysis shows the estimated needs, current inventory, unmet needs, as well as, the priority levels of individuals and families with children within the Continuum of Care system in Iowa City. Transitional Housing shows the greatest numerical need in the categories. On page 99 "Transitional Shelters" is the only category under "Priority Homeless Needs" to show a "High" need for all the groups: "Families, Individuals, and With Special Needs". HACAP's Transitional Housing Programs target families with children under 30% of medium income. On page 102 City Steps states: "top priority will be given to households under 30% of medium income; these are listed as a "HIGH" priority within the City Steps Plan. The Transitional Housing Acquisition project will address the strategy outlined under Homelessness on Page 108 of City Steps: 2. Transitional Housing Needs Strategy: Improve transitional housing programs for families. Objective: Continue to develop scattered site, transitional housing programs requiring participation in supportive services. The Transitional Housing Acquisition project will increase the number of units in HACAP's Transitional Housing Program and commit two of the units to the UAY program for young at risk homeless parents in Iowa City. Transitional Shelters HIGH Priority Need Priority Need Level (High, Medium or Low) Section 2 - Leveraging Resources 8. Indicate the applicable loan terms*: Rate: I Years: I Principal and interest 0 30 (amortized loan) 8. In the space below, please provide the proposed sources and uses of funds for the project. Include all funding requested for the proposed project to be completed (e.g., infrastructure improvements). Where possible please provide third party documentation for project costs. $390,000 for acquisition, rehabilitation, recording fees, attorney fees, and appraisal fees. Matching funds will come from privately obtained funding from HACAP. 10. a. Please complete the table below showing the types and amounts of funding being requested for the proposed project. 361 HACAP Funding Source and Type of Funds: Amount of Funding Requested: Iowa City CDBG or HOME Funding (public) $ 312,000 State of Iowa HOME or CDBG (public) $ Iowa Finance Authority (IFA)- non-LIHTCs (public) $ City of Iowa City - Tax Increment Financing (public) $ City of Iowa City - Tax Abatement or Exemption (public) $ IFA -- Low Income Housing Tax Credits (public) $ Other Public Resources (public) (please list): $ Applicant Contribution of Equity (private) $ Private Lender Financing (private) $ 78,000 Private Foundation(s) (private) $ Volunteer Labor and/or In-kind Donations (private) $ Other Private Resources (private) (please list): $ Amount of Private Funds: $ 78,000 (a) Amount of Public Funds $ 3'12,000 (b) Total Project Funding $ 390,000 (c) (a + b) Number of bedrooms 8 (d) Number of publicly-assisted bedrooms 8 (e) Persons assisted (# of bedrooms x 1.5) 12 (f) Requested public subsidy per bedroom 39,000 (g) b + d Total cost per bedroom 48,750 (h) c + d Total Public Cost Per Person 26,000 (i) b + f Total cost per person 32,500 0') c + f Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the applicant/owner must repay the City the difference between the appraised value and the total project cost, up to 100% of the City's contribution. 10. b. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. The Waterfront Family Resource Center Site Council recommends the purchase of units to the HACAP Board of Directors Steering Committee. The Site Council visits the units and 362 HACAP votes on offers submitted and counter offers made. There are twelve members on the Site Council and they spend about four hours per unit purchased. Unskilled labor 162 hours x $10 per hour = $ 1,620 Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = $ Skilled labor ( ) __ hours x $ per hour = $ Skilled labor ( ) __ hours x $ per hour = $ Total $ 1,620 11. Does the proposed project pay property taxes? Yes X No If yes, what is the estimated value of taxes generated from'this Project~ $ 1,000 HACAP would pay property taxes on the common land and the condominium improvements to the land through the condominium fees paid to the association. If property taxes are not fully paid, does the proposed project make a Payment In Lieu Of Taxes? No ~ Yes If"yes", what is the percent of full taxes paid? % and amount paid $ 12. If partial funds are awarded, will the project/program continue? Yes X No If yes, at what level? The project can be downsized based on the number of units that will be acquired. 13. Program regulations require a 25% match for HOME funding only. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. If the proposed project is requesting HOME funds from the State of Iowa please describe how the project will meet this matching requirement without the use of City funds. If State HOME match is being waived or reduced please include a letter from the Iowa Department of Economic Development. I Local HOME funds requested: $ 312,000 x.25:$7O,OOOLocolMatchJ Local HOME funds requested: $ x .20 = $.. State Match Match will be provided by private funding obtained by HACAP. Section 3 - Feasibility 14. 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~.HOME funding. Date Description of Activity July 1, 2005 Beginning of City Fiscal Year and Project Start Date July 05 to October 05 Find properties to purchase. Property reviews and recommendations by the Waterfront Family Resource Center Site Council. 363 HACAP August 05 to November 05 Make offers on properties and complete purchases. September 05 to December 05 Take possession of properties and prepare units for residents. 15. 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 the acquisition for the Johnson County Local Transitional Housing program is to provide safe and affordable housing for homeless families who fall into the lowest income category: below 30% of the median income and meet definitions for being homeless. These families must have inadequate resources to obtain other housing. By serving this population the program will open up avenues for this population to succeed in striving for self-sufficiency. By partnering with UAY housing can be provided to youths with children under the age of 18. Currently these youths cannot sign leases because of their age and often are shuttled from house to house and apartment to apartment without being able to protect their safety and provide a nurturing environment for their children. With the housing UAY can provide intensive in-home services to learn life skills and get the skills to be self-sufficient. HACAP's two year program combines housing and services of a Family Support Worker to promote, empower, and nurture the family to define and utilize their strengths to become self- sufficient. In this way Iow-income families develop the skills necessary to take the next step in obtaining permanent housing. 16. 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 lower than those in the existing rental market. HACAP is committed to the preservation and advocacy of affordable housing. HACAP is committed to maintaining the affordability of these units past any contracted affordability requirements. The focus of HACAP housing is Transitional Housing with supportive services. The Transitional Housing program is designed to move families from destabilized and dangerous living situations to self-sufficiency. Families may reside in the units up to two years and must attend school or work a minimum of 30 hours per week. The rent paid is 30% of the family income. If their income would rise so that the rent would exceed the Iowa City Fair Market Rent, them their rent is capped at the Fair Market Rent level. 17. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. Yes, letter attached. Note to HCDC: Review attached Proforma as part of the Feasibility Section. Section 4 - Impact/Benefit to the Community 18. In the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. 364 HACAP The HACAP Local Transitional Housing Program is for the acquisition of two properties located In Iowa City, Iowa. The objective is to acquire is four two-bedroom units. The project will Provide on average housing for 5 adults and probably 7 to 8 children. The acquisition will provide our Local Transitional Housing Program with greater economies of scale and better utilization of current employees. 19. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of Iow-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. The target population for this project is a family at or below 30% of the median income for Iowa City. The areas that HACAP would generally look to acquire properties are in the areas surrounding West Winds, the area southeast of the intersection of Melrose and Mormon Trek Avenues, and the area along Scott Blvd on the east side of Iowa City. The Census Tract/Block Group information is listed below. Census Tract % Iow-moderate income households #4A 58.5% #5 42.2% #13 19.1% HACAP contributes to Iowa City's overall diverse housing needs by offering the only transitional housing program with HUD SHP services for families in the community. Below are statistics representing characteristics of families entering HACAP Transitional Housing units: ;> 77% of households that applied had incomes less than 75% of the poverty rate which is also far below 30% of median income. ;> 48% of the applicants were minority status 64% of the individuals in the applicant group were children under the age of 18 32% of the individuals were children under age of 5 56% of the persons applying need 2 bedroom apartments 71% of households applying were previously housed at emergency shelters or living with friends or relatives at the time of application > 54% of the families were working 20. On the map provided, please show the location of the proposed project. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG\HOME Agreement). Number between 0 - 30% median income 4 households (a) Number between 31 - 50% median income households {b) Number between 51 - 80% median income households (c) Number between 80 - 100% median income households (d) Number over 100% median income households (e) Total 4 households (f) Percent LMI 100% (a + b + c) + t) 365 HACAP 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated and improvement of living conditions). The goal of the Local Transitional Housing. Program is to: Develop skills to achieve self- sufficiency. Families will have a cumulative score of 32.5 on the Family Well Being Assessment after 18 months in the program. HUD has outlined three points of emphasis that each Supportive Housing Program must stress in their programs. They are: · Residential Stability · Increased Skills or Income · Greater Self-Determination The HACAP Family Well Bein,q Assessment is used to measure a family's growth while engaged in Transitional Housing. The Assessment objectives can be combined or used separately to measure 4.5 ~i~ attainment of goals. The 4.0 ,'~'~;~ quantification of the goal is to 3.03'5 E~; measure progress in ten 2.5 ~!~?i~ ..... ~.. '-!! ...... ~= BASELINE definable objectives with five 2.0 levels of indicators in each 1.5 · 4TH QTR. 1.0 objective. The objectives are: 0.5~. ~~ . Housing, Employment, Adult 0.0 , , , , ,~ .... .. , .-, Education, Transportation, ~,..,,3c°~''~-~'~O~x'O~O'~''~~u,,- '~''~'~'''''~'~° ,.,,~,~,,.,.¥ Nutrition, Health, Income & ~..~ ~<q~,O~,OO ~,.,<::)v Budgets, Family Relations, x',""~.¥O ~.,~ ~',~,5"?t,'<' ~v~,~.~_,.~>' Community Involvement, and ~' ~, ,,x,,,~ .~ Child Development. At left is z,,q.,~ ~<~.~,,.~- a graph showing the ~O,~ measurement at entry and the last measurement for the families that have been in the program for 18 months. The last measurement was done for the quarter ending September 30. 2004. The objectives are plotted along the bottom axis of the graph. The continuum of five points of measurement are plotted along the vertical axis. The baseline represents the family's own assessment at entry. The levels record the quarterly self assessment of the family for each objective. The results of the survey show the objectives that need to be stressed. Transportation is the most critical area that hinders families from achieving self-sufficiency. It can preclude families from working at the best job they can find. This is also the area that the community has the least ability to provide the assets to create solutions. Below are the results by percentage of total families that felt they had improved or stayed the same for the objectives measured in Transitional Housing: · Housing 96.2% · Employment 86.2% 366 HACAP · Education 90,0% · Transportation 77.5% · Nutrition 97.5% · Health 90.0% · Income / Budget 91.2% · Family Relationships 85.0% · Community Involvement 87.5% · Child Development 87.5% The percentages indicate the areas of success and the need for improvement. The Nutrition category is indicative of the emphasis by HACAP to stress good nutrition for families. All evening meetings that serve food follow the standards set forth by the Children and Adult Care Feeding Program (CACFP). The strict adherence to CACFP guidelines models for the parents what should be done at home. The most often repeated program for the monthly Consumer Education meetings is Cooking and Nutrition on a Limited Budget. The percentage for transportation illustrates the need that families recognize for themselves. 23, Please discuss how these outcome data will be met by the proposed project. Case Managers / Family Support Workers along with their assigned HACAP housing families are responsible for conducting quarterly assessments of family progress in the areas indicated above. Each indicator is evaluated individually to determine where along a continuum a family sees themselves. Each indicator has five levels which represent a different position or status of that continuum of well-being. The levels of the continuum for transportation are: · No public or private transportation available · Unreliable and unpredictable · Generally reliable but limited · Allows members to meet basic needs · Reliable-members can get to where they need to go When aggregate numbers are developed for all families the program can assess the areas that need the most attention. The needs can then be introduced to the group by programming in the Monthly Consumer Education meetings. The data base can be searched to provide numbers to program planners by county and by program. This allows each jurisdiction to focus programming to their specific needs. The data base can also show if a particular group is falling behind in skill development versus a norm for all programs. Section 5 - Capacity/History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31104) FY03 (July 2002 - June 2003) $178,400 $178,400 367 HACAP Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12131104) FY04 (July 2003 - June 2004) $137,800 $137,800 FY05 (July 2004 - June 2005) $148,000 0 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 × 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. Please provide evidence of your organization's capacity and/or experience to undertake and complete the proposed project within the established timetable and budget. HACAP is a tax exempt non-profit Community Action Program incorporated in 1965 and a Community Housing Development Organization (CHODO). It has been a Head Start grantee since the program was developed. It provides programs and services to Iow income families to assist them in achieving and maintaining self-sufficiency in a six county area including Johnson County. Major programs delivered are in the area of Head Start, Early Head Start, Transitional Housing, Financial Assistance, and Energy Assistance. HACAP has bee a HUD approved counseling agency sice 1974. In total HACAP administers and operates about fifty different programs with and annual budget of about nineteen million dollars. HACAP began Transitional Housing in 1987. In Johnson County HACAP operates 4 Family Resource Centers. The centers are located at 318 E. Bloomington in Iowa City, 2007 Waterfront Drive in Iowa City, 900 Lincolnshire PI in Coralville, and at 2441 10th Street in Coralville. All programs offered by HACAP can be accessed at any of these sites. Program participants involved in Transitional Housing are also given priorities for participation in other HACAP programs. Major programs offered in Johnson County are Head Start, Toddler Day Care, Family Support Counseling, LIHEAP (Energy Assistance), Weatherization of homes, Mortgage Foreclosure Prevention, Reverse Mortgage Counseling, Case Management services made up of local agencies, and Transitional Housing. The Transitional Housing program operates twenty two units in a Local Transitional Housing Program and eighteen units operated under two HUD Supportive Housing Programs. HACAP has demonstrated that it can successfully fulfill HUD and Iowa City requirements to develop, maintain, and operate a successful Transitional Housing program with a SHP service delivery system. Last year the HACAP Transitional Housing Programs in Iowa City delivered 55,146 shelter nights of service to transitional housing parents and children. HACAP has consistently maintained a positive record of meeting Federal, State, and local auditing procedures. 368 HACAP I~,;,~mla Spread Sheet { i ] j FY06 Rental Housing Projects Un~ Revenues r~s~rloe'°" Smbo~s Y~I ~ YR~ Y~ '/RS y~s Y~? Y~. YR$ 'tRio YRI~ ~1~ 'fl~3 ¥R14 YRls YmG i Y~? yRtl ~1~ ~ 37O HAWKEYE AREA COMMUNITY ACTION PROGRAM, INC [] a help up, not a hand out Janua~ 19,2005 Steve Nasby Department of Planning and Community Development City of Iowa City 410 East Washington Iowa City, Iowa 52240 Steve, The match required for the HOME grant submission will come from agency funds. S~rely (~. . · Don W. Maniccia Executive Director 1515 Hawkeye Drive m PO Box 490 m Hiawatha, Iowa 52233 ph 319-393-7811 · fx 319-393-6263 · email hacap@hacap.org · www hacap.org ]ENCY m A MEMBER OF THE UNITED WAY 371 City of Iowa City I~i JAN FY06 Funding Request for Housing ProjE~I~ Project Name: Iowa City Housing Authority Tenant Based Rental Assista ~e_[_TBRA.) Program Type of Project (homeownership\rental\tenant based rent asst. or rehabilitation) Tenant Based Rental Assistance (TBRA) General Information 1.Signature:Lead Applicant Name: ~Ho~n~? Applicant Address: 410 E Washington Street Iowa City, Iowa 52240 Contact Person: Steven J. Rackis Title: Housing Administrator Phone Number: (319) 887-6065 Fax Number: (319) 356-5459 E-mail Address: steven-rackis@iowa-city, org Federal Tax Identification Number: 42-6004805 Did you attend the applicant workshop? Yes If yes, please circle the date attended. December 16, 2005 2. Secondary Applicant (if applicable): Signature: Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): Community Housing Development Organization Private non-profit organization Private for-profit, individual or partnership applicant X Public Organization 4. Amount of Funds Requested HOME: $298,080 372 CDBG: $ Total Loan Requested: $ 5. Provide a brief description of the proposed project (please limit response to a paragraph). The Iowa City Housing Authority will operate a Tenant Based Rental Assistance (TBRA) program. We will target Iow-income elderly and/or disabled families under 50% of the median income level for Johnson County, Iowa. The Housing Authority will provide direct housing assistance payments to landlords on behalf of eligible participants. With Housing authority approval, utility payments may be provided eligible families. The Housing Authority intends to serve 30 families per year over a 2-year timeframe (total of 60 families). Section 1 - Need/Priority 6. Tell us why this project is needed (include information from market studies or other supporting documentation that identifies the need for this type of housing for Iowa City's need) and how it will fill a gap in the City's housing market. On December 17, 2004, The Federal Department of Housing and Urban Development (HUD) transmitted Housing Choice Voucher (HCV) funding provisions resulting from the Consolidated Appropriations Act, FY 2005 (PL 108-447). The funding provisions outlined in HUD's FMC Memo 04-043 are not sufficient for the Iowa City Housing Authority to lease-up to our HUD approved baseline of 1,213 Housing Choice Vouchers. Since our projected lease-up level for the HCV program is 1,183 vouchers, operating a TBRA program will mitigate this shortfall and allow the Housing Authority to serve an additional 30 families per year. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan, the Maxfield Housing Market Analysis and/or "Assessing Iowa's Housing Needs" (August 2000) by Professor Heather McDonald. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic P/an). The Executive Summary of "Assessing Iowa's Housing Needs" contains the following statements: "Given the ample supply of subsidized elderly housing in most communities, a total of only 1,378 elderly extremely low income renters have a housing problem;" > "Among elderly very Iow income renters, we estimate that 428 have a housing problem:" ~ "For disabled individuals who are already receiving supportive services, housing assistance could improve their ability to live outside of an institutional or group home setting;" As of January 13, 2005, there are 2,091 families on the I-leV waiting list; 107 (5%) are elderly and 611 (29%) are disabled. Of the elderly appficants, 81 (76%) have income below 30% of the median family income for Johnson County, Iowa. Of the disabled applicants, 558 (91%) have income below 30% of the median family income for Johnson County, Iowa Assisting 30 families per year will have a positive, albeit FY06 Housing Application 373 ppdcdbg/icha home fund application.doc minimal overall impact on the needs of Iow income elderly and disabled families on the Housing Authority's HCV waiting list. CITY STEPS 2006-2010 on page 98 in HUD Table IV. 1 Listing of Priority Needs (Rental Households) identifies: Renter Small Related Cost Burden > 30% and 0-30% median income H~qh Priority Need Priority Need Level Section 2 - Leveraging Resources 8. Indicate the applicable loan terms*: Rate: Years: Principal and interest (amortized loan) N/A TBRA * See Applicant Guide. Loan terms are subject to negotiation or modification by the City Council. 9. In the space below, please provide the proposed sources and uses of funds for the project. Include all funding requested for the proposed project to be completed (e.g., infrastructure improvements). Where possible please provide third party documentation for project costs. N/A TBRA. 10. a. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds: Amount of Funding Requested: Iowa City CDBG or HOME Funding (public) $298,080 State of Iowa HOME or CDBG (public) $ Iowa Finance Authority (IFA)- non-LIHTCs (public) $ City of Iowa City - Tax Increment Financing (public) $ City of Iowa City - Tax Abatement or Exemption (public) $ IFA -- Low Income Housing Tax Credits (public) $ Other Public Resources (public) (please list): $ Applicant Contribution of Equity (private) $ Private Lender Financing (private) $ Private Foundation(s) (private) $ Volunteer Labor and/or In-kind Donations (private) $ Other Private Resources (private) (please list):Tenant $127,066 Rent. 374 FY06 Housing Application ppdcdbg/icha horlle fund application.doc Funding Source and Type of Funds: Amount of Funding Requested: Amount of Private Funds: $127,066 (a) Amount of Public Funds $298,080 (b) Total Project Funding $425,~46 (c) (a + b) Number of bedrooms ~20 (d) Number of publicly-assisted bedrooms 120 (e) Persons assisted (# of bedrooms x 1.5) ~80 (f) Requested public subsidy per bedroom 2,464 (g) b * d Total cost per bedroom 3,543 (h) c + d Total Public Cost Per Person ~,656 (i) b * f Total cost per person 2,362 (j) c + f Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the appficant/owner must repay the City the difference between the appraised value and the total project cost, up to 100% of the City's contribution. 10. b. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the 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 = $ Skilled labor ( ) hours x $ per hour = Total $ 11. Does the proposed project pay property taxes? Yes __ No X (indirectly, see note below). If yes, what is the estimated value of taxes generated from this Project? $ If property taxes are not fully paid, does the proposed project make a Payment In Lieu Of Taxes? No X__ Yes__ If "yes", what is the percent of full taxes paid? % and amount paid $ NOTE: The private sector owners/landlords providing rental units pay property taxes. 375 FY06 Housing Application ppdcdbghcha home fund application.doc 12. If partial funds are awarded, will the project/program continue? Yes X No If yes, at what level? The number of families served is based on the total funding divided by our HCV voucher per unit costs of $414. 13. Program regulations require a 25% match for HOME funding only. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. If the proposed project is requesting HOME funds from the State of Iowa please describe how the project will meet this matching requirement without the use of City funds. If State HOME match is being waived or reduced please include a letter from the Iowa Department of Economic Development. Local HOME funds requested: $298,080 x .25 = $74,520 Local Match Local HOME funds requested: $ x .20 = $ State March Section 3 - Feasibility 14. 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\HOME funding. Date Description of Activity July 1,2005 Beginning of City Fiscal Year and Project Start Date 15. 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). There are 3,427 families on the Housing Authority's combined waiting list with an approximate 2.year wait for assistance. Our annual occupancy rate equals 100%. The proposed TBRA program will mitigate the impact of Federal budget reductions in the HCV program and allow the Housing Authority to provide immediate assistance to elderly and/or disabled families currently on our waiting list and maintain assistance to Iow income families up to our HUD approved baseline of 1,213 families. 16. 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 lower than those in the existing rental market. Families participating in the Housing Authority's TBRA program will maintain their status on the HCV and Public Housing waiting lists. When they reach the top of either waiting list, the Housing Authority will process their applications and transition the families into the HCV or Public Housing program. It is our hope, that over the 2-years FY06 Housing Application 376 ppdcdbg/icha home fund application.doc the Housing Authority will operate a TBRA program, that HUD will restore funding levels to support our HUD approved baseline of 1,213 families. 17. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. N/A TBRA. Note to HCDC: Review attached Proforma as part of the Feasibility Section. Section 4 - Impact/Benefit to the Community 18. In the space provided, describe in detail the type of proiect (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. The Iowa City Housing Authority is requesting 60 TBRA units in the form of vouchers over a 2-year time-frame. At the initial lease-up, participants may not pay more than 30% of their adjusted gross income towards rent. We anticipate that the TBRA funds will subsidize approximately 70% of the contract rent for a rental unit and the tenant will pay 30%. Analyzing current participants in the HCV program: Average Contract Rent = $574.25 Average Housing Assistance Payment = $403.09 Average Tenant Rent = $176.20 19. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of Iow-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. The TBRA vouchers will provide rental subsidy in private market rental units located in single family homes, duplexes, zero-lot lines, or small apartment buildings scattered throughout Iowa City. 20. On the map provided, please show the location of the proposed project. The Iowa City Housing Authority is located in City Hall, City of Iowa City. Our jurisdiction includes Johnson Count, Iowa and parts of Iowa and Washington Counties. Given the needs of the population we intend to serve, we anticipate that TBRA participants will primarily lease units in the city of Iowa City. 21. Also, please indicate the number of persons or households that will be served by the proposed project by i.ncome category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG\HOME Agreement). FY06 Housing Appfication 377 ppdcdbgAcha home fund application doc Number between 0 - 30% median income 60 households (a) Number between 31 - 50% median income households (b) Number between 51 - 80% median income households (c) Number between 80 - 100% median income households (d) Number over 100% median income households (e) Total 60 households (f) Percent LMI 100 (a + b + c) + f) 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated and improvement of living conditions). HUD developed the Section 8 Management Assessment Program (SEMAP) to evaluate Housing Authorities management performance of the Housing Choice Voucher Program. For Fiscal Year 2004, the Iowa City Housing Authority scored 100% and received a High Performance designation status from HUD. 23. Please discuss how these outcome data will be met by the proposed project. Families participating in the TBRA program will choose and lease safe, decent, and affordable privately owned rental housing. Section 5 - Capacity/History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31104) FY03 (July 2002 - June 2003) FY04 (July 2003 - June 2004) FY05 (July.2004 - June 2005) 25. Is the applicant (including padners, 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 X No __ If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. FY06 Housing App/ication 378 ppdcdbg/icha home fund application.doc 26. Please provide evidence of your organization's capacity and/or experience to undertake and complete the proposed project within the established timetable and budget. The Iowa City Housing Authority operates 2 programs: Pubfic Housing (88 units) and Housing Choice Voucher (1,213 vouchers). We possess a demonstrated history of maintaining 100% lease-up rates for both programs. The Housing Authority has achieved High Performance designation status for both programs from HUD for 10 consecutive years. BUDGET JUSTIFICATION $298,080 TBRA The requested TBRA funding is based on the HUD calculated Per Unit Cost (PUC) for the Iowa City Housing Authority. This funding should meet the financial need of Housing Assistance Payments (HAP) for approximately 30 Iow-income families per year (total of 60 families). ICHA IA022 2005 HAP Analysis * August 2004 Data Submission Repod May-04 Jun-04 Jul-04 Average Housing Assistance Payments (HAP) $ 489,025 $486,582 $ 494,353 $ 489,987 Unit Months Under Lease (UMLs) 1,190 1,182 1,178 1,183 HUD Approved Baseline Vouchers 1,213 1,213 1,213 1,213 Per Unit Cost for 2005 (PUC) $ 414 * Source: HUD FMC Memo 04-043 IA022 The funding request is based on the fo/lowing formula: Monthly Cost = HUD Calculated PUC $414 * 30 families = $12,420. Project Cost = Monthly Cost $12,420 * 24 months = $298,080. FY06 Housing Application 379 ppdcdbg/icha home fund applicalion.doc City of Iowa City FY06 Funding Request for Housing Proj/ Project Name: Scattered Site Single Family Developme~ Type of Project: SinRle Family Ownership for those with 2~-, General Applicant Information foyHu~faj~ity /~ 1. Lead Name: Iowa y~ey Habitat Signature: / ~ .//L~ //,,~"~ Applicant Addr~.O. Box ~/24't-$2244 Contact Person: Mark Patton Title: Executive Director Phone Number: 319.337,8949 Fax Number: E-mail Address: markpatton22~_,hotmail, com Federal Tax Identification Number: 42.14102~10 Did you attend the applicant workshop? YES January ~2, 2005 2. Secondary Applicant (if applicable): Signature: Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): Community Housing Development Organization xx Private non-profit organization Private for-profit, individual or partnership applicant Public Organization 4. Amount of Funds Requested HOME: $300,000 CDBG: $ Total Loan Requested: $300,000 5. Provide a brief description of the proposed project (please limit response to a paragraph). Iowa Valley Habitat for Humanity prOposes to build 10 new homes over 24 months for ownership by families earning between 25%-50% of area median income. Families contribute 250-500 hours of sweat equity per home. Volunteers contribute thousands of hours of donated labor. FY05 Housing App/ication 380 ppdcdbg/housingapplication06 Section 1 - Need/Priority 6. Tell us why this project is needed (include information from market studies or other supporting documentation that identifies the need for this type of housing for Iowa City's need) and how it will fill a gap in the City's housing market. The Johnson County Capacity Assessment 1999-2000 completed by the United Way of Johnson County and the Johnson County Council of Governments shows Iowa City with some of the highest average home prices in the state (p. 4). This trend has continued to the present time. Iowa Valley Habitat for Humanity is unique among other affordable home providers for two reasons: families who will ultimately own the home must put in up to 250-,500 hours of sweat equity into the construction of the home, thereby vesting themselves in the property; and, because Iowa Valley Habitat for Humanity is not allowed to charge interest on the loans to its families of home owners, a lower income individual can be served without unduly straining their family budget. Iowa Valley Habitat for Humanity has worked with the Iowa City Public Housing Authority to assist them in their Section 8 mortgage program: to help renters move from public housing rental into their own home. The first family moved into their own home in December 2004. This is a win/win scenario: Section 8 expenditures drop over time while the family begins to build some equity in a home of their own. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan, the Maxfield Housing Market Analysis and/or "Assessing Iowa's Housing Needs" (August 2000) by Professor Heather McDonald. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010 Section IV. Strategic Plan). Owner Occupied Housinq 0%-30% area median income According to CITY STEPS Priority Needs for Owner Households, there is a high degree of need for all sized families under 30% AMI who live in housing with physical defects. In addition, there is a medium priority need level across all family sizes for a cost burden under 30% of AMI going toward housing costs. Owner Occupied Housin.q 3f%-50% area median income According to CITY STEPS Priority Needs for Owner Households, there is a high degree of need for all sized families 31%-50% of AMI who live in housing with physical defects. In addition, there is a medium priority need level across all family sizes for a cost burden of more than 31%-50% of AMI going toward housing costs. Priority Homeless Needs There is a High need for permanent housing among families and individuals. 381 FY05 Housing App/ication ppdcdbg/housingapplication06 Iowa Valley Habitat for Humanity takes applications from families earning as little as 25% of median income of the community. A number of criteria are used in selecting the families who will ultimately become homeowners including those with the greatest need: --Spending too high a percentage of disposal income on housing, --Overcrowded sleeping space, --Dangerous or dilapidated housing conditions. It is very difficult, if not impossible, for other housing groups to reach this far down in the area median income to create ownership opportunities. Habitat offers a unique means of maximizing private and public dollars to create new housing opportunities for families who will likely continue to rent most of their lives. Work by Iowa Valley Habitat for Humanity also educates the public on the need for affordable housing. Hundreds of volunteers from service clubs, churches, and businesses help build Habitat homes locally. By involving many diverse populations, conversations regarding affordability, zoning, house quality, and Iow-income family problems are carried on. When a church or a service club assists in building a Habitat home, much more than just a house is built. Section 2 - Leveraging Resources 8. Indicate the applicable loan terms. Rate: Years: I Principal and interest f%** 20 years (amortized loan) ** Iowa Valley Habitat for Humanity is prohibited by its national parent organization, Habitat for Humanity International, from charging interest to the families we house. 9. In the space below, please provide the proposed sources and uses of funds for the project. Include all funding requested for the proposed project to be completed (e.g., infrastructure improvements). Where possible please provide third party documentation for project costs. Iowa Valley Habitat for Humanity is not applying for any other governmental grants to purchase lots which are averaging $45,000-$50,000 per lot at this time. 10. a. Please complete the table below showing the types and amounts of funding being requested for the proposed project, Funding Source and Type of Funds: Amount of Funding Requested: Iowa City CDBG or HOME Funding (public) $ 300,000 State of Iowa HOME or CDBG (public) $ -0- Iowa Finance Authority (IFA)- non-LIHTCs (public) $ -0- City of Iowa City - Tax Increment Financing (public) $ -0- City of Iowa City - Tax Abatement or Exemption (public) $ -0- 1FA -* Low Income Housing Tax Credits (public) $ -O- Other Public Resources (public) (please list): $ -0- FY05 Housing Application 382 ppdcdbg/housingapplication06 Funding Source and Type of Funds: Amount of Funding Requested: Applicant Contribution of Equity (private) $ (300 hfs x$10/hr xlO 30,000 families) Private Lender Financing (private) $ -0- Private Foundation(s) (private) $ -0- Volunteer Labor and/or In-kind Donations (private) 400 pro hfs ~$20/hr 105,000 x 7 homes 700 unskilled hfs @ $10/hr x 7 homes Other Private Resources (private) (please list): $40,000 cash x 7 308,000 homes Rotary Clubs, Memorial gifts, Thrivent Financial Services, $4,000 gift-in-kind x 7 others homes Amount of Private Funds: $ 413,000 (a) Amount of Public Funds $ 300,000 (b) Total Project Funding $ 713,000 (c) (a + b) 24.5 bedrooms (we (d) Number of bedrooms*** have averaged 3.5 bedrooms on past five homes built) Number of publicly-assisted bedrooms 24.5 bdrms (7 homes) (e) Persons assisted (# of bedrooms x 1.5)*** 36.75 (f) Requested public subsidy per bedroom 12,244 (g) b + d Total cost per bedroom 29,102 (h) c + d Total Public Cost Per Person 8,163 (i) b + f Total cost per person 19,401 (.1') c + f ***Iowa Valley Habitat for Humanity has been averaging 4.5 bedrooms per house, and 5.6 people per home. Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the applicant/owner must repay the City the difference between the appraised value and the total project cost, up to 100% of the City's contribution. 383 FY05 Housing Application ppdcdbg/housingapplicafion06 10. b. 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 700 hours for 7 x $10 per hour = $49,000 homes Skilled labor 400 hours for 7 x $20 per hour = $56,000 homes Total $105,000 11. Does the proposed project pay property taxes? Yes xxx No__ If yes, what is the estimated value of taxes generated from this Project? $12,000 per year. If property taxes are not fully paid, does the proposed project make a Payment In Lieu Of Taxes? No__ Yes__ · If "yes", what is the percent of full taxes paid? 100% and amount paid. 12. If partial funds are awarded, will the project/program continue? Yes_xxx No if yes, at what level? Limited. Instead of a projected 7 homes, we will be limited to 1-2 homes due to funding from private donations only. In addition, if the HOME funding is a 1% loan we will only be able to serve higher income families, ruling out many who are below 40% of area median income. Funding Iowa Valley Habitat for Humanity lot purchases will assist the City in meeting its HOME and CDBG national objectives of serving Iow-income individuals. 13. Program regulations require a 25% match for HOME funding only. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. If the proposed project is requesting HOME funds from the State of Iowa please describe how the project will meet this matching requirement without the use of City funds. If State HOME match is being waived or reduced please include a letter from the Iowa Department of Economic Development. Local HOME funds requested: $300,000 x .25 = I $ 75,000 Local Match Local HOME funds requested: $ x .20 =I $' State Match Iowa Valley Habitat for Humanity's proposal to purchase lots leverages private resources, volunteer effort, sweat equity, and affordable new housing construction better than nearly anyone else. Public funding support for this effort is limited to the lot purchase cost. In addition, making the loan a 0% interest rate and forgivable allows Iowa Valley Habitat for Humanity to serve lower income families. FY05 Housing App/ication 384 ppdcdbg/housingapplicafion06 Section 3 - Feasibility 14. 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~HOME funding. Date Description of Activity July 1, 2005 Beginning of City Fiscal Year and Proiect Start Date Appraisals for scattered site lots will take place in late 2005. Lots will be purchased beginning in late 2004 or early 2005. The construction will begin in spring, 2006, and we expect to complete 3-5 homes during 2006 with the remainder of the balance following in 2007. 15. 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). a) We propose working closely with the Section 8 home purchase program to assist Iowa City Public Housing to move 2-3 qualified families from renters to owners. b) The remainder of the families will pay a 20-30 year mortgage (term is determined by income level of the family). This is a NO interest loan (dictated by our national charter). The house is sold at no profit and all repayments are recycled back for additional home construction. c) We intend to establish a recycling drop-off center for used appliances, home furnishings, and new building materials that have been donated. d) We will train up to 20 families in personal finances and financial literacy. e) We will qualify up to 15 families for Habitat or other affordable homes. 16. 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 lower than those in the existing rental market. Iowa Valley Habitat for Humanity holds the first mortgage. This assists in monitoring the use of the property. In addition, a second mortgage of fifteen years is put into place that calls for any sale during the first seven years to be back to Iowa Valley Habitat for Humanity. This eliminates the chance for a windfall profit. In addition, Iowa Valley Habitat for Humanity places a covenant on the land purchased with HOME funding so that any future sales must be to families earning under 80% of area median income during the first 15 years of occupancy. 17. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. Funding for homes is raised before construction can begin. Iowa Valley Habitat for FY05 Housing Application 385 ppd cdbg/housin gapp~icatio nO6 Humanity has a 10-year history of raising money in advance to build 33 homes. However, rising lot prices has made it very difficult to continue to produce affordable Homes. Note to HCDC: Review attached Proforma as part of the Feasibility Section. Section 4 - Impact/Benefit to the Community 18. In the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. This project is new construction. 7 new single-family homes will be constructed on scattered site lots in a new subdivision purchased with HOME money. All ? homes will be purchased by families under 50% AMI who have put in 250-400 hours of sweat equity. 19. ^n objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of Iow-moderate income households in the Census Tract\Brock Group and how the project will promote diversity within the neighborhood. Tracts 105, 12, 11, 1, 15, 14, 17, 23 --Target population: those earning between 25%-50% AMI. --Current level of Iow/moderate income households: t05 0% 15 38.8% 18 55% 12 32.5% t4 26.5% 11 74% 17 56% I 31% 23 40% --We intend to increase the % of owner occupied homes in the tracts. 20. On the map provided, please show the location of the proposed project. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG%,HOME Agreement). Number between 0 - 30% median income __3 households (a) Number between 31 - 50% median income __.4__ households (b) Number between 51 - 80% median income households (c) Number between 80 - 100% median income households (d) Number over 100% median income households (e) Total 7 households (f) Percent LMI 100% (a + b + c) + t) 386 Housing Application ppdcdbg/housingapplication06 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). The objective is to purchase 7 lots for new home construction on scattered sites across town. New homes will be constructed using the following model: · Private funding, raised in advance of construction · Donated materials and labor from the community · Sweat equity (250-500 hours) from the future owners · 20-30 year, 0% interest mortgages will be signed by the owners · Each home will pay full property taxes · Each home will conform to the covenants and restrictions of the development · Each home will have its design reviewed and approved by city staff · Each site will be reviewed by city staff prior to purchase. 23. Please discuss how these outcome data will be met by the proposed project. Outcome: Purchase of 7 lots and construction of 7 new homes over 24-month period. Section 5 - Capacity/History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12131/04) FY03 (July 2002 - June 2003) $68,841 $68,841 FY04 (July 2003 - June 2004) $110,000 $110,000 FY05 (July 2004- June 2005) $184,207 $82,400** **We have an accepted offer on a lot for $36,900, which has not closed yet. 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 xxx 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. Please provide evidence of your organization's capacity and/or experience to undertake and complete the proposed project within the established timetable and budget. Iowa Valley Habitat for Humanity has an outstanding record of building affordable homes for Iow-income families. Since 1994 the following owner-occupied homes have been added to the local tax rolls throughout the area community: '1994 1 house 1995 I house 1996 2 houses '1997 4 houses '1998 6 houses 1999 3 houses 2000 4 houses FY05 Housing Application 387 ppdcdbg/housingapplication06 2002 2 houses 2003 4 houses 2004 6 houses. Iowa Valley Habitat for Humanity hired a full-time Executive Director in late 2003. He has built +200 units of affordable, owner occupied housing in eastern iowa the past 12 years. In addition, he has administered more than $2.5 million in state and federal grants during that same period of time. CITY OF IOWA CITY Due January 20, 2005 by 12:00 noon - No Exceptions Planning and Community Development 410 East Washington Street (319) 356-5230 stephen-long@iowa-city, org tracy-hightshoe@iowa-city, org steven-nasby@iowa-city, org F¥05 Housing Application 388 ppdcdbg/housingapplication06 IowaVamley Habitatfor Humanity Tel: 319.337.8949 Iowa Valley HFH P.o. Box w b: Iowa City, IA 52244-1241 Janua~ 18,2005 To: City Council Members Re: Upcoming CDBG/HOME awards Dear Council Members: Iowa Valley Habitat for Humanity wants to thank you for your past support in helping us build 33 homes over our ten year history. At this point in time we find it neady impossible to build in Iowa City without CDBG/HOME funding. Rising land costs and restrictive covenants present on-going challenges to create affordable housing. If we are fortunate to receive funding in the upcoming CDBG/HOME round, we request that any award be made as a forgivable loan. Only if the award is a forgivable loan can we serve those under 50% of median income. Thank you for considering this request. Mark Patton Executive Director 389 City of Iowa City FY06 Funding Request for Housing II li'~ JAN 2 0 2005 Project Name:Johnson County Permanent Supportive Housing for Persor Type of Project (homeownership\rental\tenant based rent asst. or rehabilitation): Renl General Information 1. Lead Applicant N~ame: Johns,ep County Permanent Supportive Housing, LP. Signature: .~/.~/~[.../Y~'~ ~ ~-~ Adcl/f'eSs~'. 4~15 Melrose Avenue, Iowa City, Iowa 52246-9400 Applicant V Contact Person: Mary Jean Donovan Title: President, Chatham Oaks, Inc., General Partner (Private non-profit corporation) Phone Number: 319-887-2701 Fax Number: 319-887-9154 E-mail Address: mdonova@chathamoaks.org Federal Tax Identification Number: 42-2182450 Did you attend the applicant workshop? YES. If yes, please circle the date attended. December 16, 2005 ~;nuary 12,200~) 2. Secondary Applicant (if applicable): National Alliance for the Mentally III of Johnson County, ,Limi.~lPartner .(P~l~ate/o~r~rofit cc~3oration) Signature:~ I !~ /)'J JA'"~/~J~ '( X i,,~- -vI ,.~_ \j-- Applicant Address: 21 ~iverview I~r.,NE, Iowa City, Iowa 52240 Contact Person: Mary M. Loveless Title:President, National Alliance for the Mentally III of Johnson County, Limited Partner Phone Number: 319-351-3134 Fax Number: none E-mail Address: peggy-namijc@mchsi.com 3. Type of Applicant (check one): Community Housing Development Organization Private non-profit organization X '~ ...... · · ..... ": = ..... :-"'-' ;r partnership applicant* Public Organization · Both initial partners are private non-profit corporations. An investor limited partner will be added or substituted after award of Iow income housing tax credits. 4. Amount of Funds Requested HOME: $ 275,000 CDBG: $ 0 Total Loan Requested: $ 275,000 FY06 Housing Application 390 pp~c~b~ou,,.= .p~,~a~ton on,.o v*r.~on 5. Provide a brief description of the proposed project (please limit response to a paragraph). The proposed project will be comprised of two buildings, each with eight one-bedroom apartments and one two-bedroom apartment (18 total units), a multipurpose common area, laundry facilities, computer learning center and a management/support services office. This affordable housing project will offer on-site supportive service coordination, 24 hour crisis assistance, and a variety of direct supportive services to help tenants maintain their independent housing and work toward other life goals. Targeting will be 100% persons with special needs, with priority on the waiting list being given to persons who would benefit from a service enriched housing option. Eleven of the 18 units will be rent restricted and occupied by tenants with incomes at or below 40% area median income. All units will be rented to Iow income households with incomes at or below 50% of area medium income. All units will be handicap accessible. Section 1 - Need/Priority 6. Tell us why this project is needed (include information from market studies or other supporting documentation that identifies the need for this type of housing for Iowa City's need) and how it will fill a gap in the City's housing market. The Iowa City Housing Authority has 584 disabled households on the waiting list for Section 8 Rental Assistance (9/30/04). It is estimated that 150 to 180 of those households with a disability on the waiting list have a chronic mental illness. Additionally, Bums & Bums, LC.has identified approximately two dozen households with a disability on waiting lists for their rental housing units in Iowa City and Chatham Oaks has identified 30 individuals who would benefit from a permanent supportive housing option. According to the 2000 Census, 11% of Iowa City's population age 21 to 64 has a disability. The most recent study commissioned by the Johnson County Department of Human Services in 2002 and produced by an independent consultant reported, "There should be provided a range of safe and affordable housing options. It was apparent that there is need for additional housing as a high priority. The need for additional housing is also aggravated by landlords who won't accept Section 8 renters." Case Managers for Johnson County MH/DD Services have repeatedly expressed concerns over the difficulty their clients have in securing safe, affordable and accessible housing in the Iowa City area. Many of the supported community living providers cite the lack of understanding landlords and affordable housing options as a major barrier to their clients. Additionally, last year the Shelter House served 160 individuals who reported having a mental illness and an additional 1,200 persons were turned away for lack of room at the shelter. It is presumed that the 160 homeless individuals with disabilities plus the undetermined number of individuals with disabilities turned away are in need of both affordable housing and supportive services, the compliment of the two resulting in a stabilized housing arrangement. There are currently no permanent supportive housing options in Iowa City for persons with chronic mental illness. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan, the Maxfield Housing Market Analysis and/or "Assessing Iowa's Housing Needs" (August 2000) by Professor Heather McDonald. (Please spec/fy the one most applicable pfiodt¥ need and pdodty need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). The development of permanent supportive housing has been identified as a high priority for both the City and the State, as evidenced by City Steps (2006-2010), the Governor's Housing FY06 Housing Application 391 ppdcdbg/ho~sing applicaiton online version Task Force Report, the analysis prepared by Professor McDonald, and the Governor's 2004 initiative to add 1000 units to the housing stock for persons with disabilities. Additionally, at the direction of Governor Vilsack, the Iowa Finance Authority, the largest contributor to affordable housing development in the State, has created a 30% set-aside for the Low Income Housing Tax Credit Program for projects targeting persons with special needs. The proposed project helps address one of the City's highest priorities by striving to provide 18 units of affordable housing coupled with supportive services targeted to persons with special needs. All of the units will be affordable to households with incomes at or below 50% of AMI. At least 60% of the units (11) will be rented to households with incomes equal to or less than 40% AMI. Permanent Supportive Housing w/Special Needs High Priority Need Priority Need Level (High, Medium or Low) Section 2 - Leveraging Resources 8. Indicate the applicable loan terms*: Rate: Years: I Principal and interest (amortized loan) 3.25% 30 * See Applicant Guide. Loan terms are subject ~o negotiation or modification by the City Council. 9. In the space below, please provide the proposed sources and uses of funds for the project. Include all funding requested for the proposed project to be completed (e.g., infrastructure improvements). Where possible please provide third party documentation for project costs. The following is a list of sources and uses for the 18 unit project. USES SOURCES Land $ 0 City HOME $ 275,000 Construction $1,596,845 State HOME $ 550,000 Soft Costs $ 182,235 LIHTC Equity $1,050,105 Operating Reserves $ 96,025 Soft costs include construction interest, appraisal, market study, land survey, environmental review, archeological review, legal, accounting, tax credit fees, organization and incidental expenses. Documentation of costs are firm estimates based upon a similar project that has been constructed at Keokuk, Iowa through the Lee County Board of Supervisors in 2002. 10. a. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds: Amount of Funding Requested: Iowa City CDBG or HOME Funding (public) $ 275,000 State of Iowa HOME or CDBG (public) $ 550,000 FY06 Housing Application 392 .~b~housi,,g apHicaiton online vemion Funding Source and Type of Funds: Amount of Funding Requested: Iowa Finance Authority (IFA)- non-LIHTCs (public) $ City of Iowa City - Tax Increment Financing (public) $ City of Iowa City - Tax Abatement or Exemption (public) $ IFA -- Low Income Housing Tax Credits (public) $ 1,050,105 Other Public Resources (public) (please list): $ Applicant Contribution of Equity (private) $ 53 Private Lender Financing (private) $ Pdvate Foundation(s) (private) $ Volunteer Labor and/or In-kind Donations (private) $ 864,544 Other Pdvate Resources (private) (please list): Donate land $ 893,363 Amount of Private Funds: $ 1,757,960 (a) Amount of Public Funds $ 1,875,105 (b) Total Project Funding $ 3,633,065 (c) (a + b) Number of bedrooms 20 (d) Number of publicly-assisted bedrooms 20 (e) Persons assisted (# of bedrooms x 1.5) 30 (f) Requested public subsidy per bedroom 93,755 (g) b + d Total cost per bedroom 181,653 (h) c + d Total Public Cost Per Person 62,503 (i) b + f Total cost per person 121,102 0') c + f Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the applicant/owner must repay the City the difference between the appraised value and the total project cost, up to 100% of the City's contrfbution. 10. b. 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. The following supportive services will be provided to tenants by volunteers over the 30 year affordability period in addition to services that are contracted through a support service provider for each tenant. Unskilled labor 18,510 hours x $10 per hour = $185,100 Skilled labor (Management) 1,800 hours x $20 per hour = $ 36,000 FY06 Housing Application 393 ppdcdbg/housing applicaiton online version Skilled labor (Rec. Therapist ) 23,910 hours x $15 per hour -- $358,650 Skilled labor (Minister) 4,158 hours x $13 per hour = $ 54,054 Skilled labor (Nurse) 8,313 hours X $20 per hour = $166,260 Skilled labor (Teacher) 3,120 hours X $19 per hour = $ 59,280 Skilled labor (Music Therapist) 260 hours X $20 per hour = $ 5,200 Total $864,544 11. Does the proposed project pay property taxes? Yes X No If yes, what is the estimated value of taxes generated from this Project? $195,000 If property taxes are not fully paid, does the proposed project make a Payment In Lieu Of Taxes? No ~ Yes ~. If "yes", what is the percent of full taxes paid? % and amount paid $.. 12. If partial funds are awarded, will the project/program continue? Yes X No If yes, at what level? Any reduction in funding would result in the scale of the project being reduced. The project size may only be reduced to an extent and then it becomes infeasible. Any reduction in funding would require a reevaluation of the feasibility of the project before it could be determined to what size the project would be able to continue. 13. Program regulations require a 25% match for HOME funding only. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. If the proposed project is requesting HOME funds from the State of Iowa please describe how the project will meet this matching requirement without the use of City funds. If State HOME match is being waived or reduced please include a letter from the Iowa Department of Economic Development. The Johnson County Board of Supervisors (JCBOS) will provide land for the project site at no cost to the applicant. The JCBOS will lease land to Chatham Oaks, Inc. (COl), the general partner of the applicant, Johnson County Permanent Supportive Housing, L.P. (JCPSHLP) for $1 (one dollar) per year for at least fifty-three years. COl will contribute land to JCPSHLP at no cost. The size of the project site is approximately 2.92 acres and is valued at $893,416 by Lepic Kroeger Realtors, of Iowa City. Therefore, the value of the match that is provided through the project is $893,363. Local HOME funds requested: $275,000 x .25 = I $- 68,750 Local Match I Local HOME funds requested: $550,000 x .20 = $110,000 State Match Section 3 - Feasibility 14. 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~HOME funding. Date Description of Activity FY06 Housing Application 394 ppdcdbg/housing apl~ic, aito~ online wmion July 1, 2005 Beginning of City Fiscal Year and Project Start Date July 31, 2005 Complete environmental and archeological review $10,000 August 30, 2005 Complete public notice of intent to release funds $1,000 September 30, 2005 Complete land boundary, utility & topographic survey $ 6,000 October 30, 2005 Complete lease agreement for project site; legal $ 4,000 November 11, 2005 Complete market study for housing and services $10,000 December 31, 2005 Complete storm water management plans and specs $10,000 January 31, 2006 Complete arch;civil;struct;elect&mech plans&specs $71,800 February 28, 2006 Award construction contract $5,000 March 1, 2006 Award of LIHTC and State HOME funds March 15, 2006 Start construction March 31, 2006 Construction payout # 1: mobilization; Gen. Cond. $50,000 April 30, 2006 Construction payout # 2: site work; grading $100,000 May 30, 2006 Construction payout # 3: concrete $200,000 June 30, 2006 Construction payout # 4: materials; framing $250,000 TOTAL EXPENDITURES TO DATE EXCEED CITY HOME AWARD BY JULY 1, 2006 (Subtotal July 1, 2006 $727,800) August 15, 2006 Begin lease-up and tenant income certification November 15, 2006 Complete construction; certificate of occupancy November 18, 2006 Move-in tenants on weekend November 23, 2006 Celebrate Thanksgiving at new facility December 31, 2006 Complete move-in of all tenants; 100% occupancy January 1, 2006 Begin affordability pedod of project December 31, 2036 Complete pay-off City HOME loan December 31, 2059 Complete 53 years of affordability under LIHTC 15. Briefly descdbe 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 proposed project will increase the permanent supportive affordable housing stock designed for persons with mental illness from zero units to 18, 16 one-bedroom units and two two-bedroom units. Eleven (11) of the 18 units will be rent restricted and reserved for households with incomes less than 40% AMI. The project rents will be approximately $421 for a one-bedroom unit and $524 for a two-bedroom unit. The one-bedroom rants are over $27 lower than the 2003 average one-bedroom rent ($448) and the two bedroom rents are $71 lower than the 2003 average two-bedroom rent ($595). Rents will never be greater than the approved Fair Market Rent for Iowa City during the HOME compliance period. Additionally, the proposed units will offer amenities that are uncommon for rental units and have previously been unavailable to the targeted population at affordable rates. The proposed project will include a multipurpose common area, laundry facilities, a computer learning center and a management/support service office. Tenants will also be offered 24-hour crisis assistance and other direct services. All services will be optional and tailored to meet the individual tenant's needs. This combination of housing and services will offer for the first time an opportunity for permanent supportive housing to a special needs population previously largely limited to institutional and transitional settings. All units will accept Section 8 rental assistance and therefore could be occupied by a household with zero income. All units will be occupied by households with incomes at or below 50% AMI, with at least 11 units being reserved for tenants with incomes at or below 40% AMI. The consultant for this project, Burns & Bums, L.C., developed a similar project in Keokuk, Iowa in cooperation with Lee County. The Keokuk project has proven to be a greater success than imagined. A majority of the tenants moved from institutional settings to a supportive community setting offered by the project. Most tenants have experienced increased FY06 Housing Application 395 ppdcdbg/housing applicaiton online version independent skills and all are leading more productive and meaningful lives as active members of the community in which they live. Additionally, the Keokuk project has been saving the government and hence the tax paying public significant sums over the publicly assisted institutional setting. Furthermore, the proposed project offers rents lower than the average market rate apartment, thereby reducing the public subsidy used to make independent housing affordable to special needs populations leaving an institutional setting. 16. To help promote the efficient use of federal, state and local funding please descdbe 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 lower than those in the existing rental market. Maintain Affordability: The applicant will enter into a land use restrictive covenant with the Iowa Finance Authority (IFA) that will require the project to maintain affordability for at least 53 years. Thereafter, the applicant plans to maintain permanent affordability voluntarily. Lower Rental Rates: At least 60% of the dwelling units will have rents that will not exceed the "40% rents" (30% of 40% Area Median Gross Income (AMGI)) and the remaining dwelling units will have rents that will not exceed the "50% rents" (30% of 50% AMGI). The "40% rent" is $448 for a one-bedroom and $525 for a two-bedroom. The "50% rent" is $583 for a one- bedroom and $687 for a two-bedroom. Initial operating rents are $421 per month for a one- bedroom and $524 for a two-bedroom apartment. Target Lower Income Persons: At least 60% of the dwelling units will be set-aside for persons with incomes less than 40% AMGI. The remaining units will be set-aside for persons with incomes less than 50% AMGI. These are well below the HOME statutory requirements of 90% less than 60% AMGI, 20% less than 50% AMGI and 10% less than 80% AMGI. All units will accept Section 8 rental assistance and therefore could be occupied by a person with zero income. Support services will be available to each tenant through a support service plan that will be in effect for the entire affordability period. Tenants will have access to sources of financing that will provide assistance in paying for support services, leaving the tenant with more spendable income. Promote Efficient Use of City HOME Funds: The project will pay back to the City of Iowa City all of the City HOME loan with 3.25% interest for future use. The project will repay a total of $430,920 principal ($275,000) and interest ($155,920). Efficient Use of Funding: Save federal, state and local health care funds by relocating tenants from an institutional facility to independent apartments. These savings are estimated to be $894 per month per tenant. The savings per year are estimated to be $10,700 per tenant and $214,000 for the entire project. This is a savings of $6,420,000 over the 30 year City HOME affordability period and $11,342,000 over the 53 year LIHTC affordability period. 17. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. An application for Low Income Housing Tax Credits (LIHTC) and State HOME funds will be submitted in November 2005 to the Iowa Finance Authority and Iowa Department of Economic Development respectively. City HOME funds must first be awarded before an applicant may request State HOME funds. Note to HCDC: Review attached Proforma as part of the Feasibility Section. FY06 Housing Application 396 .pd~t,~o.~io= .pplicaiton online version Section 4 - impact/Benefit to the Community 18. In the space provided, describe in detail the type of project (new construction, acquisition, rohab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. The proposed project is ail new construction of 18 rental units for persons with disabilities, targeting persons with chronic menta~ illness. The project will offer 16 one-bedroom units and two two-bedroom units. The project will be 100% handicap accessible and will offer a multipurpose community room, laundry facilities, computer leaming center and management/support service office. Each unit will have a full handicap accessible bathroom, living room, kitchen, and one or two bedrooms. A crisis assistance program will be offered 24-hours a day. The building will provide for a limited access entrance for tenant security and, in cooperation with Chatham Oaks, will offer transportation services. The project will reserve all units for Iow income households and all units will benefit from public assistance. 19. An objective of the City of iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of Iow-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. The project is located in Census Tract 4, which has 58.5 % iow and moderate income households. There are currently no other permanent supportive housing options for persons with chronic mental illness in Iowa City, therefore, no concentration of this housing type presently exists. Additionally, this area of the City has seen a groat deal of high end housing development over the past decade. The specific location of this project is beneficial for several roasons including proximity to 24-hour crisis assistance, door to door scheduled transportation (provided by Chatham Oaks), unparalleled affordable land cost and the acceptance of the proposed project by neighbors. This project offers a unique opportunity for a promotion of a diversity of housing by providing a housing type not previously offered in our community. 20. On the map provided, please show the location of the proposed project. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG~HOME Agreement). Number between 0 - 30% median income 18' households (a) Number between 31 - 50% median income households (b) Number between 51 - 80% median income households (c) Number between 80 - 100% median income households (d) Number over 100% median income households (e) Total 18 households (f) Percent LMI 100% (a + b + c) + f) F¥06 Housing Application 397 ppdcdbg/housing appiicaiton online versfon * Note: The units will be targeted for this income group, The applicant anticipates that all of the tenants will have incomes below 30% median income from Social Security. However, some of the tenants may be able to find employment and therefore have incomes that rise above 30%. 22, As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated and improvement of living conditions). Outcome Data and Key Elements (Item Number corresponds with Question 23 below): 1. Provide permanent supportive housing for persons with special needs. 2. Locate facility on a site that is in close proximity to support services. 3. Provide affordable rental housing with rents below statutory maximum. 4. Complete project within required time line. 5. Project completed under budget. 6. Minimize the level of public subsidy. 7. Secure funding from sources other than the City of Iowa City (City STEPS strategy) 8. Utilize Low Income Housing Tax Credit (City STEPS strategy), 9. Primarily target Iow income persons. 10. Produce benefits to the community related to cost. 11, Provide self-sufficiency to persons living in institutional settings. 12. Develop and operate project with experienced developers and service providers. 13. Maintain regulatory compliance through the affordability pedod of 30 years. 14. Meet all National Objectives of the HOME program. 15. Work collaboratively with local community support service providers. 16. Provide handicap accessible housing. 17. Assist tenants in accessing and utilizing vadous subsidies. 18. Provide opportunities for recreation and socialization. 23. Please discuss how these outcome data will be met by the proposed project. Proposed Project Will Meet Outcome Data and Key Elements By (Item Number corresponds with Question 22 above): 1. Construct two buildings, each with nine dwelling units and common areas and designate occupancy for persons with special needs. 2. Johnson County Board of Supervisors lease land for project that is located adjacent to Chatham Oaks, Inc., a local non-profit provider of housing and health care services for adults with a mental or physical disability for 17 years. 3. 60% of units with rents at or below 40% rent and 40% of units with rents at or below 50% rent. Rents are set at HUD Fair Market Rent (FMR) level that make the project eligible for Section 8 rental assistance. 4. City HOME funds completely expended by June 30, 2006 as required. 5. Follow model of similar project constructed at Keokuk, Iowa through the Lee County Board of Supervisors in 2002. Project budget will fall within the "per unit cost caps" that are set by the Iowa Finance Authority (IFA). 6. A. Apply for non-local funding to leverage City HOME funds through the Low Income Housing Tax Credit and IDED Housing Fund that provides $5.82 for every dollar of City HOME funds, B. Utilize the equivalent of $864,544 in volunteer labor for the project. C. Save federal, state and local health care funds by relocating tenants from an institutional facility to independent apartments. These savings are estimated to FY06 Housing Application 398 ppdcdbg/housing applicaiton online version be $894 per month per tenant. The savings per year are estimated to be $10,700 per tenant and $214,000 for the entire project. This is savings of $6,420,000 over the 30 year City HOME affordability period and $11,342,000 over the 53 year LIHTC affordability period. D. Project will pay back loan to City of $275,000 in principal and $155,920 in interest. 7. A. Apply to Iowa Finance Authority and Iowa Department of Economic Development for funding. B. Utilize the equivalent of $864,544 in volunteer labor for the project. C. Utilize donated land for the project. 8. Applicant will submit an application to the Iowa Finance Authority for Low Income Housing Tax Credits. 9. All units will be targeted toward 0 - 30% median income. 10. Relocate persons with special needs from an institutional setting at the county home to an individual apartment with common areas for support services that are tailored toward individual needs. This will save federal, state and local health care funds that are estimated to be $6,420,000 over 30 year City HOME affordability period and $11,342,000 over 53 year LIHTC affordability period. 11. Provide individual apartments for each resident. Provide a choice of a two-bedroom apartment for individuals who will live better with a roommate. Provide support services tailored to individual tenant needs thereby promoting self-sufficiency. 12. National Alliance for the Mentally III of Johnson County (NAMIJC), the secondary applicant and limited partner of the applicant, has been the primary advocate for the project. In order to increase its strength and capabilities, NAMIJC has partnered with Chatham Oaks, Inc. (COl) and Bums & Bums, L.C. (B&B). COl is a local experienced non-profit housing and support service provider for special needs population that has managed the Johnson County Home for 17 years. B&B is a local experienced developer and property manager of affordable housing that has successfully utilized similar sources of financing of this project on over 45 projects since 1978. 13. The applicant will initially contract for management services with Bums & Bums, L.C., an experienced management company that is familiar with the compliance monitoring of the sources of financing of the project (HOME and LIHTC). Long term and as soon as feasible, the general partner of the applicant, Chatham Oaks, Inc., will take over management after receiving sufficient training in compliance monitoring. The Iowa Finance Authority and Iowa Department of Economic Development will provide regular training on the requirements of their respective sources of financing, the Low Income Housing Tax Credit and HOME funds. 14. Provide safe, sanitary and decent affordable housing and benefit persons with incomes below 30% AMGI. 15. Other local support service providers will have a role in providing a comprehensive living program to tenants. 16. All units will be handicap accessible. 17. All tenants will be offered assistance in identifying, applying for and/or utilizing subsidy programs. 18. All tenants will be offered recreational and social activities. Section 5 - Capacity/History of the Applicant 24, Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31104) FY03 (July 2002 - June FY06 Housing App#cation 399 plx:l~dbg/houslmg appl!caiton o~line version Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12J31104) 2003) 0 0 F¥04 (July 2003 - June 2004) 0 0 F¥05 (July 2004 - June 2005) 0 0 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 X 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. Please provide evidence of your organization's capacity and/or experience to undertake and complete the proposed project within the established timetable and budget. Chatham Oaks, Inc. has managed special needs housing and provided support services for 17 years in Johnson County (Iowa City). The applicant will contract with Bums & Bums, L.C. (B&B) to provide development and management services. B&B is the only local Iowa City company, profit or non-profit, that is available with experience in all of the sources of financing for this project. B&B has over 25 years of experience in designing, developing and managing affordable housing in Iowa. B&B has developed and managed more than 1350 units, 287 in Johnson County, utilizing multiple sources of financing that are similar to this project. Each project has been completed on time and within budget. B&B has been a contributor to the Governor's Housing Task Force, developed the first "hard to house" project and the first new construction of all affordable assisted living in the State of Iowa. CITY OF IOWA CITY Due January 20, 2005 by 12:00 noon - No Exceptions Planning and Community Development 410 East Washington Street (319) 356-5230 steve-long,iowa-city, org tracy-hightshoe~iowa-city, org steven-nasby~iowa-city, org FY06 Housing Application 400 ppdcdbg/housing apflllcaiton online version A~_~ A"r~.% AECHIIEC'r~ ~OWA mT',', ~OWA ~.~ ~m ~m Proforma Spread Sheet FY06 Rental Housing Projects Line Description Symbols YIn, ,1, YR2 YR3 YR4 YR5 YR6 YR? YR8 YR9 YRI0 ~ Revenues 3 T~ C~ ~'u ;~.J~t~ ,~ +T.~ S S S S S S S S S S 4 Gro~sRevenue~ =G. tnc~me $ g4,~88.00 $ ~,47g.76 $ gs,40g.3~ $ 100,377.~4 S 102,385.13g S 104,432.~0 $ 10~,521.4~ $ 10~,~81.88 $ 110,824.g2 $ 113.041.42 5 VacancyLo~s -v~ $ 4,729.405 4,823.99 s 4,920.47 s $,018.88 $ 5.119~5 $ 5,221.64 $ 5,326.07 $ 5,432_59 $ 5,541~5 $ 5.~2_07 14 Net Op~lt~J ;13¢oltle 18 Cash F~o¥~ =cF $ 2,407.~0 $ 2,447.3g $ 2,475~0 $ 2,480.34 $ 2,471.88 $ 2,44§.6g $ 2,400.87 $ 2,33~.51i$ 2,251.~/ $ 2,145.3~ 18(b) E~luitylnve~m~ntlnProject s~.o~o,oo~.m Sl,O~O.oo~.o0 19 Cash -o~1- Cas~l ROI cF Line YRt YR2 ~ YR4 YR5 YR6 YR? YR8 YR9 YRI0 Determinin~ Taxes 20 Cash Flow CF $ 2,407.60 $ 2.447.39 $ 2,471.90 $ 2.480.34 $ 2,471.8~ i $ 2.445.69 $ 2,400.87 $ 2.336.51 S 2.251.67 $ 2,145.36 21 Depreciation Expenses -DEP~ $ 62,140.00 $ 62,140.00 $ 62,140.00 $ 62,t40.00 $ 62,140,00 S 62,140.00 $ 62,140.00 $ 62.140.00 S 62, t40.00 $ 62,140.00 22 Amorfi~inn of Fees .~o~Tz s s s s s s s s $ s ]23 Pri~_~r~__! P~ynlGflts +p $ 126.00 $ 254.00 $ 387.00 $ 526.00 $ 671.00 $ $21.00 $ 97g.~0 $ 1.142.00 $ 1,31z00 $ 1,490.00 24 Reserves ~ESEm~S S 5,40O.OO S 5,400.00is 5,4OO.0O S 5,,~0.00 S 5,~00.00 S 5.4OO.OO $ 5,40O.0O S 5,4m.oe S 25 Earnings (Loss)Before Taxes -EBTx $ (S4~*~0~.40) S (S4.0~.SIIi$ (5~,8a1.10) $ (53,7'~.~) S (~.5~742; S (5~,473.$~) S (~0.15) S (~.4~} S (53,17S.~ $ (.'~.104.~} 26 x Tax Rate (35% or 0%) )cRATE ~/. 35'~ 35% 35% 35%; 3.~ ~ 35"/. ~ 35% 27 Tax lncurrecl(Saved) -TAX~(,Sm~) $ (t8.972.24) $ (la~s13.51] $ (18,858.39) $ (18.806.78} $ (18,735.99}! $ (18t715.66) $ (18.6'/6.0~) $ (1a,~41.521 s (t8.6tl.72) $ (18,506.63) Cash Flow After Tax 28 Cash Flow CF $ 2.407.60 $ 2,447.39 $ 2,471.90 $ 2,480.~4 $ 2.471.88 $ 2,445.69 $ 2.400.87 $ 2.,~6.51 $ 2.25t.67 S 2,145.36 29 Tax lncurred (Tax Saved) -'rrAx(.',SAV) S (18,972.24) S (t8,913.511 S (1S,~.~.39) $ (18,806.7a~ S (18,758.99) S (18,715.66) S (18.676.05} $ (1a,641.521 S 30 Cash Flow Affermax -CFATX $ 21,379.84 $ 21.360.90 $ 21,330.28 S 21,287.12 S 21,2'30.87 $ 21,t61.35 $ 21,076.91 $ 20.978.03 S 20.863.39 $ 20,731.g~ Line Total Benefit Analysis 31 Cas~'lFlowAf[erTax CFATx $ 21.379.84 $ 21.~60.g0 S 21,330~ $ 2t.357. t2 $ 21,2'30.87 S 21,16t.35 $ 2t.076~91 S 20.978.03 S 20.863.39 32 Rehab!!~_,')n. Tax Credit +RTC S S S $ $ S S S $ S 33 Low income Hou-~'~g Tax Credit *ut.~rc S 13~,024.i00 $ 136.024.00 S 'f36.024.00 S 136.024.00 $ 1~.024.00 S 135.024.00 S 135,024.00 S t36.024.00 $ 136.024.00 S 136.024.00 34 Net Sale Pr__,,'~:eed___~ +HsP s s s s s s s s s s 35 Total Bel-.e'rTts After Tax (NCFAT) -NCaA'tx $ t57.403.84 $ 157,384.90 $ 157.354.28 S t57,$1t.12 $ 157.254.87:$ 157.185.35 $ 157.100~1 $ 157.002.03 $ 156,357.39 S t56.755.9~ 36 Return on Investment ROi 14.g9% 14.g9*4 14.99% 14.9~% 14.9~4 14.97% 14..g~t, 14~"~ 14.94% 14.93% YRtt YR12 YR13 YR14 YRt5 YR16 YR17 YR18 YR19 YR20 i~ Descrir)tion Revenues t13,863.83 $ 116.141.1t $ tt8.463.93 $ 120,833.2t $ 123.249.87 $ 125,714.87 $ 128,229.17 $ 130,793.751S t~3,409.63 $ 136,077.82 I ~ro~Rentallncome 1,438.41 $ 1,467.t8 ! $ 1,496.53 I $ 1,526.46 $ 1,556.9~ $ 1,588.12 $ 1,619.89 $ 1,652.28 I $ 1.685.33 $ 1,7t9.04 2 ~her Income s s s $ s s s s s 3 'enant Cot~butio~6 5.765.11 $ 5,880.41 $ 5A96.02!$ 6,117.g~[$ 6240.34 $ 6,365.15 $ 6,492.45 $ 6,6~22.30 $ 6,754.75 $ 6,889.84 5 109,537.13 S 111.727.87 S 113~62.43 $ 116.241.68 S 118,566.51 S 120,,37.~ S 123.3~.~0 S 1~,523.;S;S 1=5,340=1 S t30,~0;.01 6 EffectJve Gross lncome 25,400.02 $ 26.162_02 $ 26,946.88 $ 2'/,7~5.29 $ 25,587.9~ $ 29,445.58 $ 30,328.9~ $ 31,23~.~215 32,175.~ $ 33, t41.26 8 Maintenance&~l Re,airs 9,104.67 $ 9,286.76 $ 9,472.50 $ 9,66t.95 $ 9,858.19 $ t0,0~Z29 S 10,~3.34 $ 10,4.~.40 $ 10,~7.57 $ 10.~0~2 9 MarmgementFees 16.49~.54$ t6.34~.1~ s 16,1m.15 s 15,9~3 $ 15,7'~.62 ,s 15,475.50 $ 15.191.00 s t4,a?z?ol$ 14,522~ s 14,13~.17 14 Net Opera~fn~llncome 120.00 $ 120.00 $ 120.00 S 120.00 S 1~0.0015 120.00 $ I~0.00 $ 1;0.00 S tzo.oo s 120.00 16 )ebtSe~wiceSubordinateMottgage(6) 2.Dt6.~4 $ 1,864.18 $ 1,687.15 $ 1,484.~3 $ 1.254.52 $ 996.50 $ 709.00 $ 390.70 $ 40.22 $ (343.83) 18 Cash 6t.0~0.00~..0 61.0~0;00~.00 $1.0~0.00~.00 61~50.(x3~.00s1,0~0,00~.00s1,0~0.0<~.00$t,0~0,005.00$1,050,005.00161.0~0,~0~.00$1,0~0.00~.00 18{b) Equi~/Inveslmentln~ 0~% 0~--~ 0.~ 0.~ 0.1~ 0.1% 0.1% 0.0~ 0.0~ o.o.4 19 Cash .on- Cash YR11 YRt2 YRI$ YRt4 YR15 YR16 YRI? YEt8 YRI$ YR20 Line Description Determininq Taxes $ 2,016.54 $ 1.864. t8 $ 1,687.15 $ 1.484.33 S t,254.52 S 996.50 $ 709.00 $ 3g0.70 S 40.22 S (343.83; 20 Cash Flow s 62.140.00 $ 62.140.00 s 62.140.00 s 62.140.00 $ 62.140.00 $ 62,140.00 $ 62, t40.00 $ 62,t40.00 s ~2,t40.00 s 62,140.00 21 Depreciation Expenses s s s s s s s s s $ 22 ~mo~iz~ion of F~ S 1,674.00 $ 1.866.00 $ 2.065.00 S 2,273.00 S 2,489,00 $ 21713.c0 S 2,946.00 $ 3,188.{x) S 3,440.00 S 3,701.00 23 Principal Payments $ (~,049.4~; $ (~.oos.s21 $ (sZ~?.ss1;$ (52,~2.~7) $ (52,~.4~) $ (~.0~0.~) $ (~,0~.00) $ (~,~s~.~o) $ (.~,2~.?s) $ (~.=~,~ 25 Eamings(Loss)BeforeTaxe~ ~./., ~.~ ~.~ ~% 3s% 3s% ~% ~% ~5% 3.~ 26 < Tax Rate (35% or 0%) $ {~.~7.$~) $ (~,~3..) $ (~;s.~,~.7~I $ ~,s43.~) $ (~,~.771 $ (~.~0.~') $ (~.sTs.7~) $ (,s.~.,~) $ (~s,s,m.~2)$ (~.~u~.~..~ 27 Taxlncurred(Saved) ;ash Flow After Tax $ (18,567.311 $ (18.553.44) S (18,545.75) S (18,543.94] $ (18,548.77] S (18,5E0.671 $ (18,579.75) $ (t8.606.46) $ (t8,640.g2]15 (18,683.g9) 29 TaX Incurred (TaX Saved) c~ Line Total Benefit Analysis $ 20,583,85 $ 20.4t7.6t s 20~,-~m $ ~0,02~.2~ s ls,so3=s s 19.SST.tS's 1s~.~.75 $ ls.~z, t5 s lS,6~.15 s ls.~40.1s 31 Cash FlowAItecTax s s s s s s s s s s 32 Rehabi~it~ion TaX Credit s s s s s s s s s s 3~ ~ In~o~ ~ TaX Credit s s s s $ s s s s s 34 ~IE* ~1~ Proce~d~ S 20.~83.8~ S 20.417.61 S 2~,~?~ $ 2~.~ S 19.80~.29 $ 19.~7.18 $ 19,288.7~ $ 1&.9~7.1~ S 18.881,1~i S 18.340.18 ~ Tc~;~,mflE~t'ltSJSu4t~'TaX( FY06 Funding Request for Housing Project Name: River City Housing Collective Property Acquisition Type of Project (homeownership~rental~tenant based rent asst. or rehabilitation Rent~ General Information 1. Lead Applicant Name: River City Housing Collective Signature: ~ Applicant Address: 802 E. Washington St. Iowa City, IA 52240 Contact Person: Burgess Adam Smith Title: Treasurer Phone Number: ¢~9) 337-8445 Fax Number: n/a E-mail Address: basmth~yahoo, com Federal Tax Identification Number: 42-1100375 Did you a~end the applicant workshop? no~ If yes, please circle the date attended. December 16, 2005 Januaw 12, 2005 2. SecondaW Applicant (if applicable): Signature: Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): Community Housing Development Organization x Private non-profit organization Private for-profit, individual or pa~nership applicant Public Organization 4. Amount of Funds Requested HOME: $ 0.00 CDBG: $ Total Loan Requested: $ FY06 Housing Application 407 ppdcdbg/hud money 5. Provide a brief description of the proposed project (please limit response to a paragraph). The River City Housing Collective (RCHC) seeks to acquire a 15 unit property with 13 rooming units and an additional 2 bedroom unit for a small family. These units will be rented at be/ow fair market rate to Iow and moderate income persons and households, with special consideration being given to single parent families, non-students, and non-traditional or working students. Cost of living will be further reduced though the provision of free laundry facilities, the provision of basic furniture, a $300 security deposit and cooperative cooking, cleaning, and property management. FY06 Housing Application 408 ppdcdbg/hud money Section 1 - Need/Priority 6. This project addresses the goal affordable housing provision, as identified in the City Steps Plan. The project seeks to maintain RCHC's goals of preserving neighborhood characteristics and of supporting community projects by crediting residents for volunteer work and by buying from local businesses. RCHC offers resident members life skills training in budgeting, housekeeping, home maintenance, communication skills, and independent living skills. Co-op style housing is a unique living arrangement that has mit with groat success across the country over the past 30 years. RCHC seeks to expand the opportunities for community members to live in this community-focused style of housing. 7. "Assessing Iowa's Housing Needs" argues that the existing housing stock should meet community development needs (MacDonald, 53, 2000). This project proposes to convert an existing, underutilized property into a source of affordable housing, The CITY STEPS plan identifies rising housing costs as one of the primary characteristics of the local housing market.(CITY STEPS, 57). Approval of this project will add to the total number of housing units available in the rental market as a whole, helping reduce pressure to increase rent in the market as a whole. Cooperative housing provides an alternative configuration for alternative housing. As such, It does not easily fit into any of the prioritized funding categories in the CITY STEPS plan. However, acceptance of this project indirectly aids CITY STEPS strategic goals by increasing the number of affordable housing units in Iowa City, thus reduces the demand over all affordable housing providers. Priority Need Priority Need Level (High, Medium or Low) Section 2 - Leveraging Resources 8. Indicate the applicable loan terms*: Rate: Years: Principal and interest (amortized loan) 0% 30 * See Applicant Guide. Loan terms are subject to negotiation or modification by the City Council. 9. In the space below, please provide the proposed sources and uses of funds for the project. Include all funding requested for the proposed project to be completed (e.g., infrastructure improvements). Where possible please provide third party documentation for project costs. 10. a. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds: Amount of Funding Requested: Iowa City CDBG or HOME Funding (public) $ (0-100,000) State of Iowa HOME or CDBG (public) $ FY06 Housing Application 409 ppdcdbg/hud .... y Funding Source and Type of Funds: Amount of Funding Requested: Iowa Finance Authority (IFA)-non-LIHTCs (public) $ City of Iowa City - Tax Increment Financing (public) $ City of Iowa City - Tax Abatement or Exemption (public) $ IFA -- Low Income Housing Tax Credits (public) $ Other Public Resources (public) (please list): $ Applicant Contribution of Equity (private) $ Private Lender Financing (private) $ Private Foundation(s) (private) $ Volunteer Labor and/or In-kind Donations (private) $ Other Private Resources (private) (please list): $ Amount of Private Funds: $ 550,000 (a) Amount of Public Funds $100,000 (b) Total Project Funding $650,000 (c) (a + b) Number of bedrooms 15 (d) Number of publicly-assisted bedrooms 15 (e) Persons assisted (# of bedrooms x 1.5) 22.5 (f) Requested pUblic subsidy per bedroom $6666.66 (g) b + d Total cost per bedroom $43,333.33 (h) c + d Total Public Cost Per Person $4444.44 (i) b * f Total cost per person $28,888.88 (j) c + f Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the applicant/owner must repay the City the difference between the appraised value and the total project cost, up to 100% of the City's contribution. 10. b. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor 30__ hours x $10 per hour = $300.00 Skilled labor (__Treasurer ) 70__ hours x $20 per hour = $1400.00 Skilled labor (_President ) f5 hours x $20 per hour = $300.00 Skilled labor ( ) hours x $ per hour = $ Skilled labor (. ) hours x $ per hour = $ Total $ FY06 Housing Application 410 ppdcdbg/hud money 11. Does the proposed project pay property taxes? Yes x No__ If yes, what is the estimated value of taxes generated from this Project? $ 19334.00 If property taxes are. not fully paid, does the proposed project make a Payment In Lieu Of Taxes? No x Yes__. If "yes", what is the percent of full taxes paid?__% and amount paid $ 12. If partial funds are awarded, will the project/program continue? Yes No If yes, at what level? If the purchase price of the property can be negotiated down, then the project may continue, but otherwise it cannot. 13. Program regulations require a 25% match for HOME funding only. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. If the proposed project is requesting HOME funds from the State of Iowa please describe how the project will meet this matching requirement without the use of City funds. If State HOME match is being waived or reduced please include a letter from the Iowa Department of Economic Development. Local HOME funds requested: $ x .25 = $ Local Match Local HOME funds requested: $ x .20: $ State Match Section 3 - Feasibility 14. 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~HOME funding. Date Description of Activity Spring 2005 Finalize location Spring 2005 Advertise Unit Openings and Interview Applicants Spring 2005 Inspection of property; Appraisal July 1, 2005 Beginning of City Fiscal Year and Project Start Date July 1, 2005 Closing August 1, 2005 Residents Move In August 1, 2005 At least 90% Occupancy Achieved 15. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). As stated in RCHC's Articles of Incorporation and By-laws, our purpose is to provide Iow- cost housing affordable to Iow and moderate income persons and households in a cooperative atmosphere. This proposed project seeks to expand the number of rental units that RCHC currently offers the Iowa City community, and to provide opportunities for sma// families to participate in our organization. 16. 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 FY06 Housing Appfication 411 ppdCdbg/hud .... y permanent affordability; and, show how the project will provide for affordable housing at rental rates lower than those in the existing rental market. Increase in rent cannot happen without member consent. The Treasurer must propose rate increases each year, and the RCHC Board of Directors must approve of the Treasurer's proposal before rent can be increased. The RCHC Board of Directors is comprised of members from each house, who are appointed by consensus of the entire membership each year in August. The goal of maintaining affordability is stated in our Articles of Incorporation and our By- laws. To increase rates beyond the level of affordability would require the consensus of the entire membership to overturn these goals and increase the rent burden on itself. 17. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. YES Note to HCDC: Review attached Proforma as part of the Feasibility Section. Section 4 - Impact/Benefit to the Community 18. In the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. The project is directed towards the acquisition of a 15 bedroom property with ~ 3 rooming units and one 2 bedroom apartment. Public funds will be used in the purchase of the property. 19. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of Iow-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. The successful operation of a co-op house is largely dependent on recruiting and retaining members with a wide range of ski/Is and experiences, to help in the daily upkeep of the houses and the organizational health of the co-op. RCHC targets sing/e-parent families, non-students, and non-traditional or working students, all of whom can benefit from the support network that the co-op house provides. The neighborhoods near downtown Iowa City suffer from a glut of income properties that cater towards a narrow range of students. RCHC has brought non-traditional students, single-parent families, persons over 50, and people of co/or to this neighborhood, and has done so while maintaining its goal of affordabi/ity. The property is located in Census Tract 16. For Iowa City, this tract has a higher than average concentration of/ow to moderate income households. 20. On the map provided, please show the location of the proposed project. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG~HOME Agreement). FY06 Housing Application 412 ppdcdbg/hud money Number between 0 - 30% median income _some_ households (a) Number between 31 - 50% median income _most._ households (b) Number between 51 - 80% median income _most_ households (c) Number between 80 - 100% median income few_ households {d) Number over 100% median income _none__ households (e) Total _100%_ households (f) Percent LMI _90-100%_ (a + b + c) + f) 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated and improvement of living conditions). RCHC will acquire a 15 bedroom property, and will maintain the viability of the project by collecting below market rate rents. Such units will be affordable for the life of the organization. For the past 28 years, RCHC has been serving the Iowa City community through the provision of affordable housing. Though RCHC has gone through many major organizational changes, we have maintained our goals of providing an affordable alternative living environment to members of the community. 23. Please discuss how these outcome data will be met by the proposed project. The use of public funding in this project will fill the financing gap left by market sources. Receipt of public funding will allow acquisition of the property to take place. Without an additional outside subsidy funding source for this project, it is highly unlikely that affordable housing will be created through purchase of the property by RCHC. Section $ - Capacity/History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12131104) FY03 (July 2002 - June 2003) none none FY04 (July 2003- June 2004) none none FY05 (July 2004- June 2005) none none 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 x No . If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. FY06 Housing Application 413 ppdcdbg/hud money 26. Please provide evidence of your organization's capacity and/or experience to undertake and complete the proposed project within the established timetable and budget. RCHC is pre-approved for financing from private sources for the purchase of the said property. RCHC has previously made an offer on the property for below the asking price, though this offer was not accepted. We are working with realtors, lawyers, and consultants who agree in the viability of this project and RCHC's ability to successfully see the project to completion. (See pro forma for additional details.) CITY OF I0 WA CITY Due January 20, 2005 by 12:00 noon - No Exceptions Planning and Community Development 410 East Washington Street (319) 356-5230 steve-long@iowa-city, org tracy-hightshoe@iowa-city, org steven-nasby@iowa-city, org FY06 Housing Application 414 ppdcdbg/t3ud money Mythical House Iowa City, Iowa Development budget Property value estimates: Anomy 231,000 City assessed value Summit 336,000 City assessed value Mythical new property 300,000 Total estimated value: 867,000 Sources of funds interest Amort. payment % of value Mythical bank/first lien on all three properties 550,000 7.00% 25 46,647 63% Savings 50,000 Totals 600,000 46,647 Uses of funds: Payoff old loans: Anomy 69,208 Summit 191,987 Property purchase 300,000 Renovation 7,000 Equipment 4,000 Maintenance inspection 500 Environmental screen 500 Mortgage survey 750 Closing Costs 1,000 Appraisal 1,500 Finance fee (1%) 5,500 Legal 1,500 Repair reserve 3,000 Operating reserve/initial vacancies 9,000 Miscellaneous and contingencies 4,555 Total 600,000 per bed cost of purchase 25,000 415 Operating Budget: Assumes closing 5/30100) Year 1 Year 2 Year 3 Year 4 Year 5 Average charge per room 248 260.40 265.61 270.92 276.34 % increase over prev. year 10% 5% 2% 2% 2% Estimated market rate 310 322.40 335.30 348.71 362.66 % increase over I~rev. year 3% 4% 4% 4% 4% % under market 60% 81% 79% 78% 76% doltar increase in average rents 22 12.40 5.21 5.31 5.42 Revenue: Room Charges Anomy and Summit (27 spaces) 80,352 84,370 86,057 87,778 89,534 Mythical new house (12 spaces) 35,712 37,498 38,248 39,013 39,793 Total room charges 116,064 121,867 124,305 126,791 129,326 Less allowance for vacancies/debt (10% first yr, 5 (11,606) (6,093) (6,215) (6,340) (6,466) Net room charges 104,458 tt5,774 118,089 120,451 122,860 Other revenue Membership fees 700 700 700 700 700 Interest 1,500 1,500 1,500 1,500 1,500 Capital transfer 9,000 Total effective income 115,658 117,974 120,289 122,651 125,060 Expenses and maint, reserves: Anomie, Summit & overhead Expenses (prev. yr. Plu.~ 38,800 39,964 41,163 42,398 43,670 Mythical new house: (inflation 3%) Taxes 4,000 4,120 4,244 4,371 4,502 Insurance 1,800 1,854 1,910 1,967 2,026 Refuse 1,000 1,030 1,061 1,093 1,126 Maintenance 5,000 5,150 5,305 5,464 5,628 Furniture and appliances 500 515 530 546 563 Total operating expenses 51,100 52,633 54,212 55,838 57,514 Anomie & Summit Maint. reserve (prev. yr. Plus 3%) 6,149 6,334 6,524 6,719 6,921 Mythical house maint reserve 3,000 3,090 3,183 3,278 3,377 Total to maintenance reserve 9,149 9,424 9,706 9,997 10,297 Operating income net of exp. & maint, reserves 55,408 55,917 56,371 56,815 57,249 Debt service 46,647 46,647 46,647 46,647 46,647 Net income/to operating reserve 8,761 9,270 9,724 10,168 10,602 Debt service coverage 1.19 1.20 1.21 1.22 1.23 Maintenance reserve Opening balance 45,000 57,149 66,573 76,279 86,276 Addition from Development budget 3,000 Additions from Operating budget 9,149 9,424 9,706 9,997 10,297 End balance 57~149 66~573 76~279 86~276 96~574 Operating reserve/development fund Opening balance 50,000 8,761 18,031 2'~,754 37,922 Addition from Development budget 9,000 Additions from Operating budget 8,761 9,270 9,724 10,168 10,602 Uses for operating losses (to cover initial vacancie (9,000) Uses for property pumhases (50,000) End balance 8,761 18,031 27,754 37,922 48,524 416 PART :TV PRO. IECT$ NOT RE¢OHHENDEO FOR FY06 CDBG AND HOME FUNDING Request PUBLIC SERVICE PRO. IECTS Emma Goldman Clinic - Operational $5,000 p. 417 Family Services - Operational $4,300 p. 425 LT&3 Consulting - Operational $16,567 p. 433 OMN! Therapies - Operational $22,600 p. 445 'IFC Housing Program - Operational $6,000 p. 452 PUBLIC FACILITIES Habitat for Humanity - Restore $350,000 p. 459 TOTAL $ 404,467 CITY OF I0 WA CITY City of Iowa Ci 1. Name of Project: Cmating Fina~ial Access To Rep~uctive Health Cam S~ice~/~~~" ~ ~ ~_ 2. To~l Amount of CDBG Funds Requested: $5,~0 Loan: N/A 3. Name and addre~ of appli~nForganization: Emma Goldman Clinic, 227 N. Dubuque St., Iowa City, IA 52245 Did you affend the appli~nt ~rkshop? YES If yes, plea~ cimle the date affended. ~em~r 16, 20~ ~nua~ 1~ 2~ 4. Contact Pe~n: Ka~n Kubby P~ne Num~ (319) 337-2112 Fax Numar: (319) 337-27~ Email Addre~: kubby~x.com 5. L~tion of pm~ proje~: 227 N. Dubuque St., Io~ Ci~, IA 52245 6. Ch~k CI~ STEPS Obj~ive (ch~k only ~e): Homele~ N~s Public F~ili~ N~s ~ . Public Se~i~ N~s Economic Development Nccds 7. Brief summa~ of the pm~ project (please limit ~sponse to a paragmph). The Emma Goldman Clinic's sliding s~le fee structure creates financial a~ss to mpmdu~Ne health ~m se~i~s. Over 90% of our clients utilize this fee stratum. Without this subsidy, many would not m~ive the preventative cam they need to remain healthy. As the e~nomy continues its ve~ slow m~ve~ and with a decreased number of Io~1 facilities offering subsidized or free se~ices, our sliding scale fee stm~ure system is required to abso~ mom and mom clients. In the fall of 2004, the Univemity of Iowa Family Planning Clinic (FPC) closed. FPC is where qualified clients re~ived Federally subsidized free and deeply discounted mpmdu~ive health care sewices. Other local facilities will be affempting to abso~ these clients and their needs for financial ac~ss. The Emma Goldman Clinic expels to see FPC clients shifting to use our se~ices. Many of these clients will ac~ss our teen and young adult fee discount stratum, and othem will use our gynecology sliding s~le fee stm~ure. The $5,000 will help us abso~ the costs of these subsidies. Section 1 - NeedlPriori 8. De~ri~ how the pm~ project addresses the priorities, strat~ies and goals cit~ in the CI~ STEPS plan and the Ma~ield Housing Market Analysis. (PI~ ~i~ ~e one ~ ae~llcable ~de~ ~ and pSo~ ~ level, as shown in C~Y STEPS 2~20f0, S~on N. St~a~ic Plan). FY06 Non-Housincl ADl)lication 417 ~d~b~ ~ ,~,c~t~o,-ou~= ~'l=*= Public ~ervlce Needs: Health Services HIGH, Pdority Need Pdority Need Level (High, Medium or Low) This project speaks to the needs assessment for health service needs as outlined on page 114 of CITY STEPS, "With the closing of the University of Iowa's Family Planning Clinic (seeing approximately 2,300 patients), which utilized Federal dollars to provide reproductive health care services, both the Emma Goldman Clinic and Planned Parenthood of Greater Iowa anticipate that there will be an increased demand as those patients find other facilities that can provide reproductive health care. Due to the increased demands on the community's non-profit health care providers their ability to provide subsidies and services will be difficult." Particular populations of previous FPC clients we are targeting with the CDBG funded portion of this request are teens and young adults. Youth Services are determined to be a HIGH priodty as outlined in CITY STEPS in Table IV.5 Non-Housing Community Development Priorities found on page 110. The other population targeted will be adults living on limited incomes seeking gynecology services. Health Services are determined to be a HIGH priority as outlined in CITY STEPS in Table IV.5 Non-Housing Community Development Priorities found on page 110. 9. Tell us why this project is needed (include information from studiesYesearch or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. The Emma Goldman Clinic is a non-profit health care facility that was started by community members in 1973. Clients receive basic gynecology, abortion, and massage therapy services. We work with 5-6,000 clients per year. Our mission is to provide client-centered and nonjudgmental health care services. Emma Goldman Clinic's mission outlines our commitment to the struggle against oppression based on ability, age, body size, class, ethnic origin, race, religion, sex, sexual identity, and national origin. We strive to increase economic, geographic, structural and language accessibility for the clients we serve. Our goals are inspired by our belief in the larger ideals of feminist philosophy: political, economic, and social equality for all. One strategy for living out our mission is to insure financial access to our services. In this spirit, we operate with a sliding scale fee structure based on household income. The Clinic offers discounts for teens and free services for victims of sexual assault seeking services as a result of the assault. We also offer a ~walk-in" clinic where clients do not need an appointment and receive a specific array of services on a donation basis. The Emma Goldman Clinic subsidized $229,168 worth of services last year in order to create financial access for our clients (see chart below for details). Service Client # Subsidy Value Abortion Sliding Scale 1358 $193,806 Teen/Young Adult Discounts 244 $ 2,553 Gynecology Sliding Scale 2478 $ 19,177 Sexual Assault V!ct!m Services .... 17 $ 10 82.' Bise)~Ual, Lesbian, Transgender Service Night 1,~ $ 1,18~ Nalk-in Clinic 59; $ 1,62( total 470E $229,16! The Clinic believes it is at Its capacity for subsidizing services. We are looking to the community to help us absorb the cost of incorporating clients from FPC. Not all clients who may shift to the Emma Goldman Clinic from FPC live on limited incomes. We must recognize, however, that many who will turn to us as their health care provider will qualify and take advantage of our sliding scale fee structure. There are two other large factors that make it difficult for the Emma Goldman Clinic to absorb increased clients needing subsidies in order for them to access reproductive health care services in our community. The first is the steep dse in our commercial liability insurance rates. Our costs went from $2,500 to $38,000 over the past two years. This increase is not based on claims. It is solely because abortion services are one of the health care services we provide. The second factor is the Clinic investing in legal help to protect our clients, staff, and supporters from the threat of an individual protester whom we believe to be dangerous. These legal fees have so far totaled over $40,000. FY06 Non-Housino A~)Dlication 418 D~o~ ~ =~,~t~c~-oub,c The level of subsidies combined with the rise in insurance rates and legal bills will make it very difficult for us to fully absorb the cost of accommodating FPC clients. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development- Non-profit (1% amortized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) Public Service Project (grant) ~5,000 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. The budget breakdown should only Include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. FY06 Non-Housino ADDlication 41 9 or~lcdbo/~v06 cdb~ a~Ol~lication--c, ublic sewices Document Costs Whenever Possible PLEASE NOTE: The Housing and Communit~ D~velopment Commission may re~;uest a copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the pro~ect~) Expense Category Type Status (e.g. salaries, acquisition, rahab) CDBG List Source of In- Cas If possible, please Funds Other Funds Other Funds Kind Antic. Comm. prioritize the budget Please piece an 'X' in box that applies: Teen and Young $3,000 $800 Emma Goldman X X Adult Discount Clinic Program Gynecology Sliding $2,000 $20,000 Emma Goldman X X Scale Clinic Walk-in Clinic $ $2,050 Emma Goldman X X X Clinic $164o $410 Abortion Sliding Scala $ $195, 000 Effinger X X X X Foundation, $7,137 Groesbeck Family Foundation, Richard 0. Jacobson Foundation, Inc., Emma Goldman Clinic Sexual Assault Victim $ $11,000 Emma Goldman X X Services Clinic Bisexual, Lesbian, $ $1,500 Emma Goldman X X Trensgender Service Clinic Night Total ,5,000 ,230,350 fill Amount of pdvate~agency\other funds $230,350 (a) Amount of CDBG funds $5,000 (b) Total Project Funding $235,350 (c) (a + b) Number of persons assisted 5186' (d) (see question 18) Total cost per person $45.38 (e) (c * d) Total CDBG Cost Per Person $0.;)6 (f) (b + d) · This is the same number as our total number of clients we served last year. We predict that with increased client numbers overall, and because we subsidize 90% of our clients with our sliding scale fee structure, that the number of clients benefiting from this program will approximately equal last year's total. FY06 Non-Housina A~)olication 420 ~ c~ ,~o.-~u~c s~s 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Skilled labor (walk-in clinic worker) 150 hours x $10.98 per hour $1,640 Skilled labor (abortion advocate) 650 hours x $10.98 per hour $7,137 Total $8, / r / 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). The Ettinger Foundation and Groesbeck Family Foundation have committed $20,000 and $10,000, respectively, to subsidize a portion of our sliding scale fee structure for abortion services. Both of these grants have been received. The Richard O. Jacobson Foundation, Inc. has been approached to participate in subsiding abortion services subsidies at the level of $25,000. An answer from the Richard O. Jacobson Foundation, Inc. is anticipated in the first quarter of 2005. An application to the Johnson County Community Foundation for $5,000 for the teen/young adult program and walk-in clinic was not funded. 14. Does the proposed project pay property taxes? Yes No X 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? Yes X No If"yes", what is the percent of full taxes paid? 30%* and amount paid $2825 *This amount is what the Emma Goldman Clinic would pay the City of Iowa City for the full cost of our sharo of the budgets of the police and fire departments, making up 31.64% of the general fund. Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No Please explain. Local residents established the Emma Goldman Clinic in 1973. The Clinic moved to its current facility in 1985. We expect to remain in our current location and to continue to provide basic health care services indefinitely. Our sliding scale fee structure has been a part of our service provision model since our inception. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). 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, 2005 Beginning of City Fiscal Year July 1, 2005 Project begins June 30, 2006 Project complete Section 4 - Impact Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please descdbe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. FY06 Non-Housino Application 421 oodcdbo/fv~6 cd~ a(x)llcatio(~Dublic services The Emma Goldman Clinic is unique, as we are a non-profit health care facility whose services focus on reproductive health care. We collaborate with the Free Medical Clinic and Planned Parenthood of Greater Iowa and refer clients back and forth for services. As we value the idea of not duplicating services, we are involved on a regular basis with other local agencies including Domestic Violence intervention Program, Iowa Women's Foundation, Rape Victim Advocacy Program, United Action for Youth, and Women's Resource and Action Center. 48% of our clients are at or below 30% of median income, 68% of our clients are at or below 50% of median income and over 82% of our clients are at or below 80% of median income With the closing of the University of Iowa Family Planning Clinic, other reproductive health care facilities will absorb these clients. Although not all FPC clients live on limited incomes, a vast majority will qualify for our sliding scale fee structure. Teens and young adults will be the most vulnerable to skipping preventive care (annual exams, pap smears, and birth control consultation) as well as testing and treatment for sexually transmitted infections, including HIV testing. By ensuring that the services of the Emma Goldman Clinic are financially accessible to this population, a greater percentage of these individuals will not "do without" because of their financial situation. The teen program provides those under 18 years old half price gynecology exams. The young adult program gives college-aged people $10 off each exam. Our gynecology sliding scale fees are varied, as it depends on the complement of services and medical tests the client requires and requests. 18. List goal(s) of this specific project. In addition, please indicate the population to be ~erved by the proposed project according to the income categories shown in the Applicant Guide. (Please Note: ff this application is funded, the information i~ this table will be used as income targeting for the CDBG Agreement). The goal of this project is to create financial access to gynecological reproductive health care services to teen, young adults and adults living on a limited income. Number between 0 - 30% median income 2506 persons (a) Number between 31 - 50% median income 1042 persons (b) Number between 51 - 80% median income 731 persons (c) Number between 80 - 100% median income 518 persons (d) Number over 100% median income 389 persons (e) ' 5186 persons (f) Total Percent LMI 82.5%* (a + b + c) + f) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g employment opportunities and increase in household income). A. Serve teens with half price gynecology services. B. Serve young adults with $10 off the full and customary price of each gynecology visit. C. Serve adults accessing gynecology services with a sliding scale fee structure. 20. Please discuss how these outcome data will be met by the proposed project. The proposed project will help us fund the ability to provide services to more clients in our teen and young adult discount program and gynecology clinic. The grant itself will not facilitate more clients shifting from FPC to the Emma Goldman Clinic. The grant will h,elp us absorb the cost of subsidizing the predicted F Y06 Non-Housino Ae~lication 422 ood~,~ cdb~ eo~llcatior'~,-Dublic increase in clients who will not access services unless they have financial access through our sliding scale fee structure. 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Section 5 - Capacity History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July I to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12131104) FY03 (July 2002 - June 2003) FY04 (July 2003 - June 2004) $23,000 $17,593.14' FY05 (July 2004 - June 2005) *An additional $1,000 has been expended between January 1, 2005 and the date of this application. The Emma Goldman Clinic was awarded $23,000 in FY03 for a vadety of accessibility and safety improvements. In trying to complete the flooring and energy efficient lighting portion of the project, wa ware stalled because the roof on the addition was leaking into the front entrance. We believed that caulking and other smaller repairs to the roof would stop the leak. After all planned repairs ware Complete; the leak was slowed, but not stopped. We cannot install the new lighting fixtures or automatic door opener, which is run by electricity, until this leak is totally found and repaired. Two other improvements that were pert of this project are not complete. The widening of the current curb ramp from the parking lot to the sidewalk leading to the Clinic entrance is scheduled to be done in eady spdng. The other incomplete project is soundproofing of procedure rooms in the Clinic to create more pdvacy for our clients. We found that changing one thing in the room is leading to other changes to accommodate the first change and wa are still figudng out the comprehensive design before completing this portion of the project by June 30, 2005. 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X' No . If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capecity and experience to undertake and complete the proposed project within the established timetable and budget. The Emma Goldman Clinic has received a variety of grants, ranging in size from $100,000 from the Ford Foundation to $8,500 from the Alces Foundation. Grant sources and an independent auditor have bean satisfied with grant administration, monitoring, and accountability systems put in place by the Emma Goldman Clinic. Karen Kubby, Executive Director of the Emma Goldman Clinic, will be the Project Manager for this project. She was the project manager for the previous CDBG grant. There are 40 hours of her time incorporated into this grant proposal for grant administration. She will hire, supervise, and direct the general contractor. Bid documents were sent out for the previous CDBG funded projects, all garnering some level of donation from each contractor. All projects have come in at or below the projected budget. When the City of Iowa City was audited, it was the Emma Goldman Clinic grant that was selected to audit. Everything was found in order. FY06 Non. Housincl AI)~)lication 423 ~ ~d~,~,~tio~-~b,c s,~,~, 424 · City of Iowa City FY06 Funding Request for .on-Housi 1. Name of Project: Savvy Seniors Series - Family Services Consumer Credit Coupling SeWi¢~ 2. a. Total Amount of CDBG Funds Requested: $4,300 ~ ~ b. Loan: $0 "~'-~. 1. Name and address of applicant/organization: Did you attend the applicant workshop? X If yes, please circle the date attended. December 16, 2004 January 12, 2005 4. Contact Person: Scott Shook, Director of Consumer Financial Services Phone Number: 319- 398-3576 Fax Number: 319.398.3577 Email Address: sshook@familyservicesiowa.org 5. Location of proposed project: 2010 Keokuk Street; Suite 103; Iowa City, IA 52240 6. Check CITY STEPS Objective (check only one): Homeless Needs Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). Consumer Credit Counseling Service will provide educational presentations on budgeting, fraud, scums, identity theft and predatory lending to residents in senior Iow- income housing complexes. There will be ten seminars conducted at various locations in the community, including senior housing complexes. Program participants will be given resource materials covering the topics presented as well as other financial topics relative to their age group. We will collaborate with several community organizations that serve the elderly plus law enforcement to ensure the information presented is relevant to the issues facing this population. Incentives, including meals and door prizes will be offered to encourage residents to participate in the programs offered. The goals of our program include helping residents learn the financial skills that will help them make maximum use of their limited incomes, and at the same time make them aware of the dan,qers that can befall the un-wary consumer, particularly this vulnerable population. An added benefit will be the ability to help individual residents with issues that they previously were unable to get addressed. Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). FY06 Non-Housing Application 425 ppdcdbglnonhousingapp-savvy seniors Senior Services High Priority Need Priority Need Level (High, Medium or Low) 9. Tell us why this project is needed (include information from studies\research or other suppoding documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. The elderly are very vulnerable to scams, fraud~ theft of their identity and unsavory lendin.q practices. Our goal is to make them more aware, and wary, of these activities so that their exposure to them will not result in financial loss or emotional distress. Just as important is helpin.cl the participants in this program make the maximum use of their limited incomes. Because most of these residents live on fixed incomes making every dollar count is important. A key component will be to help them understand the importance of developing priorities for their shelter, food and medical care expenses. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development - Non-profit (1% amortized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) Public Service Project (grant) $4,300 I year 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible PLEASE NOTE: The 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 Type Status (e.g. salaries, acquisition, rehab) CDBG List Source of In- If possible, please Funds Other Funds Other Funds Kind Cash Antic. Comm. prioritize the budget Please place an "X" in box that applies: Salary & Benefits $1,000.00 $1,500 Family Services X X Material and resource $1,000.00 $ preparation (includes development costs) Meals & Incentives $1,300.00 $ $100/seminar total 10 seminars FY06 Non-Housing Application 426 ppdcdbg/nonhousingapp - savvy seniors Marketing and Printing $ 300.00 $ Misc. $ 200.00 $ $ $ $ $ $ $ $ $ $ Amount of private\agency\other funds $ 1,500.00 (a) Amount of CDBG funds $ 4,300.00 (b) Total Project Funding $ 5,800.00 (c) (a + b) Number of persons assisted 100 (d) (see question 18) Total cost per person 58.00 (e) (c + d) Total CDBG Cost Per Person $ 43.00 (f) (b + d) 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. .Unskilled labor __ hours !x $10 per hour = $ Skilledlabor ( ) __ hours x $ per hour = $ Skilledlabor ( ) __ hours x $ per hour = ' $ Skilledlabor ( ) __ hours x $ per hour = $ Skilledlabor ( ) __ hours x $ per hour = $ Total $ 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). 14. Does the proposed project pay property taxes? Yes__ No X 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? Yes__ No X If"yes", what is the percent of full taxes paid? % and amount paid $ Section 3 - Feasibility 15. if funds are awarded, will the project/program continue after the CDBG funds end? Yes X No Please explain. FY06 Non-Housing Application 427 ppdcdbg/nonhousingapp - savvy seniors Family Services is committed to helping those in need where help has not been offered to them in the past. Our Consumer Credit Counseling Service has been helping provide financial counseling through grants, fundraising event and client fees. Financial counseling will continue to be available after the seminars. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). 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, 2005 Beginning of City Fiscal Year and Project Start Date Quarterly Seminars & presentations to seniors providing education in financial skills and knowledge and materials needed to help prevent financial dangers i.e. credit fraud. Ongoing Consumer Credit Counselors will follow up and maintain communications with past attendees as needed. Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. For the past ten years, Consumer Credit Counseling Service has been an active part of the Iowa City community. In those ten years, we have partnered with several orqanizations and agencies including HACAP and currently are providing counseling for students attending the University of Iowa. This program will assist senior clients in the skills needed to prevent consumer fraud, identity theft and financial counseling on prioritizing to meet their needs on a fixed/limited income. These skills will help ensure that these clients will be able to remain stable contributors to the community. This program will fill the need for financial counseling and the education and knowledge needed to reduce the fraud risks for seniors in the community. FY06 Non-Housing Application ppdcdbg/nonhousingapp - savvy seniors 428 18. List goal(s) of this specific project. In addition, 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 25 persons (a) Number between 31 - 50% median income 35 persons (b) Number between 51 - 80% median income 25 persons (c) Number between 80 - 100% median income 15 persons (d) Number over 100% median income 0 persons (e) Total 100 persons (f) Percent LMI 85 (a + b + c) + f) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). Objective Indicator Method of Data Collection Development and improvement Clients will be provided with Assessment of skills will be done of basic financial management money management education at the beginning and conclusion skills and knowledge, curriculum, of each presentation to evaluate the effectiveness and track the increase in knowledge of financial materials presented. Development of skills and key Clients will be provided with A survey will be conducted at the components needed to prevent material and resources to help conclusion of each education fraud and identity theft them identify fraud and wary module to determine the level of financial practices skill development. Provide budget counseling to Clients will be provided with Follow-up counseling will be help clients prioritize their money management and budget conducted as needed to evaluate finances to meet basic needs: planning techniques, and determine the increase in food, shelter and medical clients knowledge and ability to expenses on fixed/limited handle their financial challenges. incomes. 20. Please discuss how these outcome data will be met by the proposed project. The seminars will focus on providing the knowledge, skills and key components on how they can safe-guard themselves from consumer scams, fraud and identity theft. As stated in the table above, assessment of skill levels at both the beginning and conclusion of each seminar will be conducted. In addition, a survey will be development to determine the level of skill development for clients during the seminar. Follow-up counseling will be provided to those requesting it to further enhance their knowledge. 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. FY06 Non-Housing Application 429 ppdcdbg/nonhousingapp - savvy seniors Section 5 - Capacity\History Of The Applicant 22, Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July I to June 30) Fiscal Year Funds Amount Expended Recv'd Budgeted Amount (as of 12131104) FY03 (July 2002 - June 2003) 0 FY04 (July 2003- June 2004) 0 FY05 (July 2004 - June 2005) 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No__. If"No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undedake and complete the proposed project within the established timetable and budget. Consumer Credit Counseling Service has been successfully serving the Iowa City/Cedar Rapids area for over 20 years. Our counselors are certified by the National Foundation for Credit Counseling and have undergone training specifically in helping senior clients with budget counseling and protection again consumer fraud. Our services have been successful in helping thousands of clients develop and maintain repayment plans with creditors. Since Fiscal Year 2000 more than $12.46 million in debt has been repaid to creditors through our program. Consumer Credit Counseling Service conducted similar seminars at four Section 8 housing complexes in Cedar Rapids and Burlington. The average attendance at each seminar was 17 residents. Evaluations returned indicated 93% of the participants rated the material content and presentation as excellent. Participants seemed very grateful for the information and had a higher degree of comfort knowing there were organizations and people looking out for their best interests. FY06 Non-Housing Application ppdcdbg/nonhousingapp - saw,/seniors 430 The exact location for the seminars has not yet been determined. Because we are targeting seniors, the following locations have been identified as potential service sites: 1. Heritage Manor Apartments 400 S. Dubuque 2. Regency Heights Senior Residences 1010 Scott Park Blvd. 3. Iowa City Senior Center/Aging Services 28 S. Linn Street 4. Melrose Meadows 350 Dublin 5. Oaknoll Retirement Residence 701 Oaknoll Drive 6. Consumer Credit Counseling Service 2010 Keokuk St. Approximate locations shown on map. FY06 Non-Housing App/ication 431 ppdcdbg/nonhousingapp - savvy sen,ors City of Iowa City FY06 Funding Request for Non-Housing Projects 1. Name of Project: Iowa City Community Grantwriters Workshops 2. a. Total Amount of CDBG Funds Requested: $16,567 b. Loan: $ 3. Name and address of applicant/organization: LT & J Consulting P. O. Box Iowa City, Iowa Did you attend the applicant workshop? No If yes, please circle the date attended. December 16, 2004 January 12, 2005 4. Contact Person: Jill Smith LT Smith Phone Number: 1-319-400 2114 1-515-554-4014 Fax Number: Email Address: jillsmilh~lt&jeone,,lt.com ltsmith~lt&jconsult.com 5. Location of proposed project: Iowa City, Iowa 6. Check CITY STEPS Objective (check only one): Homeless Needs __Public Facility Needs X Public Service Needs __ Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). L T & J Consulting, an Iowa City-based consulting firm specializing is providing management and training services to non-profit organizations, will deliver four Iowa City Community Grantwriters Workshops offered to the 120 community-based organizations in the Iowa City area to heighten the knowledge, skills, and experience of service provider organizations to develop successful grant proposals and compete successfully for federal competitive grants and other competitive funding sources. For organizations completing the Grantwriters Workshop, L T & J Consulting will also provide 100 hours of one-on-one leadership training and strategic planning services to those nonprofit service provider organizations to strengthen their capacity to offer vital social services to the Iowa City area. Please see Question #7 Iowa City Community Grantwriters Workshop Learning Objectives Attachment FY06 Non-Housing App/ication 433 ppdcdbg/final nonhousingapp jan OS Its[2l.doc Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one nm~t applicahle priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). youth Services High Priority Need Priority Need Level (High, Medium or Low) The Iowa City 2001-2006 Consolidation Plan (CITY STEPS) states, "Available funding is the most apparent obstacle. Most of the services that are needed by low income persons are available in Iowa City; if more funding were available existing services could be expanded to meet the needs of the community." Our project will train organization leaders and staff members on successful grantwriting, increasing their ability to bring in funding from outside the community. Our grantwriters workshops will be available to all organizations listed under the all Public Service Needs categories (i.e. Senior Services, Handicapped Services, Youth Services, etc.). In addition, we will provide 100 hours of one-on-one leadership training and strategic planning services to organizations that have completed the Grantwriters Workshop. 9. Tell us why this project is needed (include information from studiesXresearch or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. This project is needed because Iowa, including Johnson County and Iowa City, continues to lag in competing for funds to provide for public service needs compared to other states. Iowans volunteer at high rates-- ranking 4th in the nation in the number of hours per capita in volunteering community services (http://www.pointsoflight.org/). Unfortunately, that commitment does not translate into funding. For example, although Iowa is ranked 19th in the U.S. in the number of charitable nonprofit organizations, we rank only 28th in gross receipts received in 2003 by those organizations (http://nccsdataweb.urban.org/PubApps/profileDrillDown.php?rpt=US-STATE). The U.S. Census FedStats state that 21.7% of persons living in Johnson County in 1999 were living below U.S. poverty levels, compared to 9.1% of the population living in poverty in the State of Iowa. There are over 6,000 children under the age of 5 and 22,312 under the age of 18 living in Johnson County. (http://www.fedstats.gov/qf/states/19/1938595.html). According to Iowa's Homeless Population Study 1999, there were 599 homeless in Johnson County (http://planning.urban.uiowa.edu/homeless/draft3.htm) These statistics indicate the broad range of services needed to meet current needs of the Iowa City / Johnson County population as outlined in City Steps. Examples of the dire need for funding of services include the new Shelter House and Systems Unlimited facilities, healthcare services for the homeless and elderly, skills training for the unemployed, and educational support for youth living in poverty. Our project provides a major step towards filling the funding gap by providing the grant writing skills needed to develop successful grant proposals and compete successfully for federal competitive grants and other competitive funding sources. The leadership training and strategic planning services strengthen their organizational capacity to successfully compete for funding. FY06 Non-Housing Application 434 ppdcdbg/final nonhousingapp jan 05 Its[2l.doc Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. GRANT Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development - Non-profit (1% amortized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) Public Service Project (grant) __5;16 567 1 11. Please provide a budget breakdown for your specific project. State if the funds are in-kind or cash, and check if the funds are anticipated or committed. Please Note: see Question t/Il Budget Narrative Attachment Document Costs Whenever Possible 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 proiect.) Expense Category Type Status (e.g. salaries, acquisition, rehab) List Source of CDBG In- Cas If possible, please Funds Other Funds Other Funds Kind Antic. Comm. prioritize the budget Grantwriters Workshop: Please place an "X" in box that applie~ Facility Rental $1,200 $ Workshop Trainers $8,000 Copy costs $ 200 $ Postage $ 57 Training Notebooks $ 660 $ 100 Hours Leadership $6,250 $ X and strategic planning services $6,250 Evaluation/Surveys $200 $ Total $16,~67 lllll Amount of private~agency\other funds ,~6 250 in-kind (a) Amount of CDBG funds .~ 16 567 (b) Total Project Funding 5;22 817 (c) (a + b) Number of persons assisted 120 service provider organizations (d) (see question 18) Totat cost per person _.f;19014parorgani~ation__ (e)(c+d) Total COBG Cost Per Person .31 ~8 06 ,nar or,~anization (t) (b + d~ FY06 Non-Housing Application 435 ppdcdbg/flnal nonhousingapp jan 05 Its[2l.doc 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. NA 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 = $ Skilled labor ( ) hours x $ per hour = $ Total $ 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). Because LT&J Consulting is committed to increasing the capacity of nonprofit service provider organizations throughout Iowa, we will contribute 50 hours of consulting services. 14. Does the proposed project pay property taxes? Yes __ No X 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? Yes __ No X If"yes", what is the percent of full taxes paid? % and amount paid $ Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No Please explain. We will continue to respond to questions regarding grant application process. Organizations can access our website and contact us via email. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or applica- tion(s) for other funding). Piease Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: Description of Activity: July 1, 2005 Beginning of City Fiscal Year and Project Start Date July 2005 October February May 2005 July 05 through June 2005 2006 06 1 st 2nd 3rd 4th Schedule 100 hours of Grantwriters Grantwriters Grantwriters Grantwriters one-on-one leadership Workshop Workshop Workshop Workshop and strategic planning FY06 Non-Housing App/ication 436 pp[Jcdbg/flnal nonhousingapp jan 05 lts[2l,doc Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. It supports the concept by building the capacity of service provider organizations to develop successful grant proposals and compete successfully for federal competitive grants and other competitive funding sources. Specifically it will result in bringing in funding for services in the Iowa City area as indicated in Section 1. Our project provides a major step towards filling the funding gap by providing the grant writing skills needed to develop successful grant proposals and compete successfully for federal competitive grants and other competitive funding sources. The leadership training and strategic planning services strengthen their organizational capacity to successfully compete for funding. l& List goal(s) of this specific project. In addition, please indicate the population to he 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 tame will be used as income targeting for the CDBG AgreemenO. We will provide Grantwriters Workshops to up to 120 service provider organizations that serve low-moderate income persons. Number between 0 - 30% median income persons (a) Number between 31 - 50% median income persons (b) Number between 51 - 80% median income persons (e) Number between 80 - 100% median income persons (d) Number over 100% median income persons (e) Total persons (f) Percent LMI (a + b + c) +J) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). Please see Question #19 and #20 Evaluation Attachment 20. Please discuss how these outcome data will be met by the proposed project. Please see Question #19 and #20 Evaluation Attachment 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. FYO6 Non-Housing Application ppdcdbg~na[ .onhousingapp jan 05 Ils[2].doc 437 Section 5 - Capacity\History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City.fiscal year July 1 to June 30) None Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31/04) FY03 (July 2002 - June 2003) FY04 (July 2003 - June 2004) FY05 (July 2004 - June 2005) 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No __. If'2qo" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. L T & J Consulting works with non-profit organizations, specializing in grant writing, leadership training, and non-profit organization strategic planning. See attached documents showing results of Grant Writing Workshop conducted for the Iowa National Services Conference, October 2004 and bios of L T & J Consulting owners/senior consultants. Attachments: Question #7 Iowa City Community Grantwriters Workshop Learning Objectives Attachment Question #11 Budget Narrative Attachment Question #19 and #20 Evaluation Attachment Question #24 LT&J Consulting Attachments ppdr, dbghinal nonhousingapp jan 05 Ils[2].doc F¥06 Non-Housing Application 438 Iowa City Community Grantwriters Workshop One Day Eight Hour Conference 2005 Work~hop LearninE Ob~iective,~ 1. Learn the value of being fully prepared: a. Updated by-laws b. Current vision and mission statements c. Three-to-five year strategic plan d. Balanced budget e. Well-documented financial statements 2. Learn the key components of Grant Proposals and different types of grants: a. Government agencies b. Foundations c. Corporate d. Other private 3. Learn to respond to Letters of Intent and Requests for Proposals (RFPs). 4. Learn to use the internet for research and development. 5. Learn about Federal funding resources: a. Required documentation b. Filing out Federal forms 6. Learn about Iowa funding resources and how to use the Iowa Grants Guide. FY06 Non-Housing Appfication 439 ppdcdbg/final .onhou$ingapp jan 05 Ils[2].doc CDBG Budget Narrative: Grantwriters Workshop: Facility Rental Four workshops held at the IMU: 4 X $300 = $1,200. These costs could be reduced to $0 if we are able to partner with the City of Iowa City to schedule and utilize the lC Public Library conference rooms free of charge. Workshop Trainers Two presenters presenting at four eight-hour Grantwriters Workshops (8:00 am - 4:00 PM). 4 X $1000 per day per person = $8,000. Copy costs Grantwriters Workshop Registration Forms, correspondence and miscellaneous materials = $200 Postage: 120 Conference registration and follow up correspondence 150 X $.38 = $57.00 Training Notebooks Complete Grantwriters Workshop notebooks are provided to all conference attendees. These notebooks contain, key components of grant proposals and different types of grants, copies of Letters of Intent and Requests for Proposals (RFPs), federal funding resources, required documentation, federal forms, federal grant submission guidelines, sample proposals, intemet research and development sites, and a list of Iowa funding resources. 120 X $55 = $660 100 Hours leadership and strategic planning services One-on-one leadership training and strategic planning services will be scheduled as needed and requested to organizations who have completed the Grantwriters Workshops. 50 hours X $125 = $6,250 51} ho]ira X ~1 ?5 = ~67.50 In-Kind Contribution by LT & J Consulting 100 hours FY06 Non-Housing Application 440 ppdcdbg/final nonhousingapp jan OS Its[2].doc Evaluation/Surveys Create pre-post survey evaluation instrument specific to the Iowa City Commnnity Grantwriters workshop and leadership development. The overall evaluation plan for the Iowa City Grantwriters Workshop is outcomes-based. Evaluation of the training component is no exception. Outcomes-based evaluation looks at impacts, benefits, and changes that occur as a result of the service provider's participation in the Iowa City Community Grantwriters Workshop. Outcomes evaluation is a highly useful assessment tool because one can examine these various effects in the short-term, intermediate term, and long term. Evaluation will be undertaken to assess: (1) appropriateness of the Iowa City Community Grantwriters Workshop and follow-up leadership training and strategic planning services; and (2) net worth of the training. The focus will be on four questions: · Which training components in the in the Grantwriters workshop are being utilized? · How effective is the training in preparing or adding value to the service providers' skill set? · What components of the leadership training and strategic planning are participants using and how are they using it, with whom, how often, and with what effect? · Does the training increase capacity to provide services and obtain grant funding? Two methods will be used to obtain answers to these evaluation questions: (1) a series of "pre-post" instruments will be developed to assess various aspects of the Iowa City Community Grantwriters Workshop, leadership training and strategic planning services experience including content, satisfaction, and value; and (2) six months later a random sample telephone survey will be conducted to see if those who received the assistance are using the information gained in the training and whether it is helping them in their work and completion of grant applications. In sum, this phase of the evaluation process will attempt to measure continued usage of information gained and the long-term effects of the training component. The assessment results become the planning tool for future trainings. FYO6 Non-Housing Application 441 ppdcdbg/final nonhousingapp jan 05 Ils[2].doc The L T & J Consulting Team www. LTJConsult.com Jill Smith Jill Smith is an experienced senior consultant and research analyst with Partner more than 20 years of active participation in community government, non- (319) 400-2114 profit organizational development, strategic planning, and grant writing. Jill's professional experience includes working for the City of Iowa City and serving as Research Analyst for the University of Iowa - Iowa Non-profit Resource Center. Jill is recognized throughout central Iowa for her work in Asian language studies. Jill speaks fluent Japanese and is a frequent host to Japanese foreign exchange families in her home. Jill Smith has an MA degree in Urban and Regional Planning and is currently enrolled in a Doctoral Program in Community Development and Non-profit Organization at the University of Iowa. Jill has also studied Japanese at Gifu University in Gifu, Japan. L. T. Smith L.T. Smith is an accomplished senior consultant with more than 25 years Partner experience in business management and leadership development. He (515) 554-4014 brings a broad base of experience and a common sense approach to his consulting and training assignments. His professional work experience, formal education, and consulting assignments have included business unit management, organization effectiveness, corporate restructuring, financial planning, small business development, management training, and career transition consulting. L. T. has been a training and development business consultant since 1997. Prior to 1997, he spent over 25 years as a business unit manager and leader for MidAmerican Energy Company. L.T. has a BS degree in Business Administration from Upper Iowa University and an MBA from the University of Iowa. FY06 Non-Housing Application 442 ppdcdbg/final nonhousingapp jan 05 Its[2l.doc 2004 Iowa National Service Conference October 25, 26, 27 - Des Moines, Iowa L T & J Consulting Grant Writing Workshop Evaluation Results There were 60 evaluations received. Following is the scale that was used for each question: Strongly disagree .... 1 .... 2....3....4....5....6....7 .... Strongly agree Material: 1. The session offered helped me build my knowledge and skills. 1-0 2-0 3- 3% 4 - 5% 5 -10% 6 - 39% 7 - 43% 2. The ideas, activities, and/or materials that were presented in the Session are practical and useful for me. 1-0 2-2% 3 - 2% 4 - 7% 5 - 8% 6 - 26% 7 - 55% 3. The session was a worthwhile professional development experience. 1-0 2-0 3 - 2% 4-8% 5-7% 6 - 24% 7 - 59% Use of information: 1. I will use at least one strategy or idea presented in this session. 1-0 2 - 3% 3-0 4-2% 5 - 8% 6 - 26% 7-61% FY06 Non-Housing Application 443 ppdcdbg/final nonhousingapp jan 05 Ilsl2].doc 2. will use this information in decision making about my project/program. 1-0 2 - 3% 3-0 4 - 7% 5- 15% 6 - 20% 7 - 55% 3. will share this information with someone else. I - 2% 2-0 3 - 2% 4 - 3% 5- 12% 6 - 24% 7 - 59% Attitude toward the presenters: 1. The presenter had a professional approach and style 1-0 2-0 3-0 4 - 2% 5 - 3% 6- 16% 7 - 79% 2. The presenter was respectful of the audience 1-0 2-0 3-0 4-2% 5 - 3% 6- 10% 7 - 85% FY06 Non-Housing Appfication 444 ppdcdbg/final nonhousingapp jan 05 Its[2].doc City of Iowa City FY06 Funding Request for Non-Housin ii 1. Name of Project: OMNI :/111: JAN 2 0 2005 2. a. Total Amount of CDBG Funds Requested: $22,600 I} :' b. Grant: $22,600 3. Name and address of applicantJorganization: OMNI Therapies, Inc. 2730 Naples Ave Suite 102, lAC, IA 62240 Did you attend the applicant workshop? Yes If yes, please circle the date attended. January 12, 2005 4. Contact Person: Craig Steuer Phone Number: 936-3377 Fax Number: 34f.3748 Email Address: omnitherapies(~yahoo.com 5. Location of proposed project: 2730 Naples Ave, Ste. 102 Iowa City, IA 52240 6. Check CITY STEPS Objective (check only one): Homeless Needs Public Facility Needs Public Service Needs Economic Development Needs 7. Bdef summary of the proposed project (please limit response to a paragraph). Section 1 - Need/Priority 8. Descdbe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006.20t0, Section IV. Strategic Plan). _Health Services _High Pdority Need Priodty Need Level (High, Medium or Low) This project will provide massage therapy, chiropractic care, and counseling for Iow income individuals. 9. Tell us why this project is needed (include information from studies~esearch or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. This project is seeking to fill a gap in the Public Care Continuum. We believe there is a strong connection between mind and body, which is often overlooked. We have worked over the past year with the Free Medical Clinic, the Senior Center, the Community Mental Health Center, and Ronald McDonald House in order to address the needs of those that require multi-disciplinary assistance. Our chiropractor, social worker, and two massage therapists have worked together with doctors from other fields to improve people's daily lives. OMNI Therapies, Inc donates it's space every Friday to Iow to moderate income patients in what is known as Donation Fridays. FY06 Non-Housing Application 445 ~b~,~e .on-housing app o~liine version[I] Patients are assessed on physical and financial need and given the treatment best suited to them. Continued care is determined once again by need (physical/financial) so that we are able to prioritize those who need our care the most, but are least able to afford it. We have successfully operated over the past year on entirely private donations. This has, however, caused our scope to be limited. There are no funds available for advertising our services. Basically, we have built it, but they have not come. We are currently only filled to 53% of capacity. Our goal capacity is gO% for 2005. We would also like to increase the number of patients we are capable of seeing from 500 to 850. We have also seen the necessity to hire a coordinator who could arrange the schedules, confirm appointments, and shuttle patients when necessary. While our location provides for privacy of the patients and is significantly lower rent than downtown, we are ~ of a mile from the nearest bus stop. SEATS has so far been unable to meet the specific needs of our patients. (Generally, they have had to wait hours before being picked up to go home.) We feel a driver would be more efficient and economical, as well as creating a job for a Iow-income individual. But, are our services needed? Currently, 14% of people missing work cite back pain as the cause. Common sense dictates the majority of these individuals are in labor intensive jobs, and therefore that percentage is skewed more towards Iow income individuals. The benefits of chiropractic care and massage therapy for back pain is well documented and generally accepted among the medical community. OMNI is seeking to provide a drug free alternative to eliminating back pain. But back pain is only one example. Currently we are seeing clients for hemias, carpal tunnel syndrome, fibromyelgia, chronic fatigue syndrome, TMJ, anxiety, depression, and abuse issues. Its interesting to note that all of the patients sent to us for mental/emotional issues were unemployed when they first started seeing us, and now all are employed. While we surely are not the sole cause of their change, it's hard to deny a connection. I have included a letter from one of the patients, with her permission. I would also like to point out that the $22,600 is the amount we will realistically need from this grant over the course of year. However, we could still reach our goal capacity by investing $f2,100 in advertising and the salary of a coordinator/driver. How is this possible? In the previous year, OMNI Therapies, Inc assumed the debt of the project. While costly, the company saw the need in the community and was not willing to turn anyone away. They would be willing to do so again. (please note that all figures are projected from 2004's results. Documentation is lengthy, but can be provided.) Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Public Service Project (grant) _$22,600__ - ..... 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construc- tion/rehab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the F¥06 Non-Housing Application 446 .~cd~4~ non-housing app online version[II Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible PLEASE NOTE: The Housing] and Co...~unity Development Co~iission may request a copy of your overall a~]ency budget. Budget Breakdown {Include only those costs directly related to the project.) Expense Category Type Status (e.g. sa/aries, acquisition, rehab) CDBG List Source of In- Cas If possible, please Funds Other Funds Other Funds Kind Antic. Corem. prioritize the budget Please p~ace an "~' in box that applies: LMT salary (massage) $8,000 $5,000 Patient x x donations Chiropractor salary $2,500 $2,000 p.d, x x Advertising $6,000 $ Coordinator salary $6,100 $ Rent $ $1,500 p.d. x x Otfice expenses $ $600 p.d. x x $ $ $ $ $ $ $ Amount of private~agency\other funds $ 10,100 (a) Amount of CDBG funds $ 22, 600 (b) Total Project Funding $ 32, 700 (c) (a + b) Number of persons assisted __650 (d) (see question 18) Total cost per person __$50.31 (e) (c + d) Total CDBG Cost Per Person $ $34.77 (f) (b + d) 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. J Unskilled labor __hours x $10 per hour: FY06 Non-Housing Application 447 p.~-~o~ non*housing apl) online vemion[1] Skilled labor (massage student) 150 hours x $25 per hour = $3,750 Skilled labor (social worker) __50 hours x $65 per hour = $3,250 Skilled labor (. ) __ hours x $ per hour = $ Skilled labor (. ) __ hours x $ per hour = $ Total $7000 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). 14. Does the proposed project pay property taxes? Yes If yes, what is the estimated value of taxes generated from this project? $ml,800__ If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes No If "yes", what is the percent of full taxes paid? __% and amount paid $ Section 3 - Feasibility '15. If funds are awarded, will the projectJprogram continue after the CDBG funds end? Yes Please explain. This project has operated with only private funding for a full year. We believe that the grant money used for advertising will be a one time cost. Once the community is aware of it's existence, word of mouth recommendations should keep it going. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). 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, 2005 Prepare Radio Ads, Flyers, and Mailings After the initial mailing--sent to Iow-income neighborhoods based on city demographics, the remaining advertising funds will be spent on a monthly basis for radio ads. Salaries will be paid out on a bi-weekly basis. Section 4 - Impact Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please descdbe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. I believe I addressed most of this question in the narrative, so I won't further bore you. I would like to add, though, that the community has responded wonderfully to this idea. Our patients are highly appreciative, and those that hear about our project laud our efforts. While we have been working already with the Senior Center, CMHC, FMC, Ronald McDonald House, and others, there are obviously more groups that would benefit from referring patients to us. We do, however, need a way to reach them. Which unfortunately requires money. The advances so far have been made due to the extreme dedication of a few individuals, but the benefits have been to many. A small amount of funding could making a lasting difference to the benefit of the community. Thank you. FY06 Non-Housing Application 448 p~b~O~ 18. List goal(s) of this specific project. In addition, 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). 338 persons (a) Number between 0 - 30% median income - Number between 31 - 50% median income 5.9 persons (b) Number between 51 - 80% median income 162__ persons (c) Number between 80 - 100% median income 13__ persons (d) Number over 100% median income 78__ persons (e) Total 650 persons (f) Percent LMI _86% (a + b + c) + f) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). We are working to fill a gap in the Health Care field. Our goal is to improve our patient's overall mental and physical health so that they can reach their optimal quality of life. If their health limitations are preventing their gainful employment, we hope to restore them to a working condition. 20. Please discuss how these outcome data will be met by the proposed project. By assessing each patients needs, we are able to give focused care. Our treatments are drug free, and therefore have no danger of dependency and a lowered risk of abuse. We can restore people quickly to a healthy lifestyle with no harmful side effects. The success of this project is anecdotal. We are able to talk with and personally see people return to their normal lives. It maybe something difficult to document as adata", but it is extremely easy to observe. 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Section 5 - Capacity\History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) None. 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. All involved in the project have the necessary training, licensing and insurance required by law. We are subject to peer review and have the advantage of in-house interdisciplinary consultation. In my opinion, the largest indicator of our capacity to carry out this project is that we have successfully done so for the past year despite being woefully underbudgeted. FY06 Non-Housing Appr~3tion 449 ,p~db~,~.o~-ho~si.~ ap. o.,.~ ~[~] ~~.~ '~ 450 Dec 30,2004 To Whom It May Concern, I have been fortunate enough to receive donation massages from Omni Therapies clinic for the past handful of months, and I must admit that I am not only very thankful for the opportunity, but I have noticed improvements in my well-being that I'm certain are results of the massage procedures, both directly and indirectly. Years ago, while participating in individual and group counseling for the condition of bulimia, my therapist, Dr. Audrey Bahrick of the University of Iowa Counseling Services, suggested I experience massage healing in addition. While no one treatment alone will serve to resolve a disorder entirely, I did notice improvements from the massage, such as; reduction of anxiety, increase in body awareness and psycho-physical connection, and enhanced circulation, important for proper nutrient absorption and hormonal activity. Today, I appreciate utilizing massage therapy to manage depression and post- traumatic stress and to stimulate the release of toxins. Yet I employ massage therapy in conjunction with other forms of healing techniques; exercise, cognitive, and nutritional therapies. I believe they each operate together towards complete recovery and advancement. I am unable to afford massage treatments at this point in my life, as I am a recent college graduate living in Iowa City (that says a lot), and I have encountered various physical, emotional, and financial setbacks in the last couple of years. However, with the generosity of Omni Therapy services, I have been able to take advantage of the important body and emotional therapy of massage. Sincerely, Andrea Haag 451 City of Iowa City FY06 Funding Request for Non-Housing j ects 1. Name of Project' TTC-Housing Program 2. a. Total Amount of CDBG Funds Requested: $6,000 .~//'/ b. Loan: $6,000 ~ ~2;O ua nadtt; nddd r;~s a°~; iPc~P '~awnoF~ s~haon; ~ a ~,°en; if yes, p ease circle the date attended.~-.. December 16, 2004 ~12,2005~-- 4. Contact Person: Theresa Koapatich Phone Number: 354-5197 Fax Number: 341-8815 Email Address: Theresa Kopatich~;iyahoo.com 5. Location of proposed project: 1100 Arthur St. 6. Check CITY STEPS Objective (check only one): X Homeless Needs Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). To hire a full time staff person to assist Iow-income persons with high needs, living at the Town and Campus Apts., to gain self-sufficiency. This project will make available 20 more one and two bedroom apts. for transitional and pepsi, anent housing. Section I - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one most apolicable priority need and priority need level, as shown in crrY STEPS 2006.20t0, Sect/on/V. Strategic Plan). Transitional Housing High Priority Need Priority Need Level (High, Medium or Low) 9. Tell us why this project is needed (include information from studies~research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. The City Steps data shows that transitional housing and permanent housing for Iow-income persons with high needs is still a high priority. This project will provide both transitional and permanent housing. Local agencies will have more housing and service options to refer the persons they work with to. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. 452 Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development - Non-profit (1% amodized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) ,,.Pl~i*~-Service Project (g~nt)_.~ _$6,000__ 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and ether administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construc- tion/rehab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in-kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible PLEASE NOTE: The Housin~ and C~i~.unity Development C~;~ission may request a copy of your overall a~ency budgnt. Budget Breakdown (Include only those costs directly related to the project.) Expense Category Type Status (e.g. salades, acquisYdon, rehab) CDBG List Source of In- Cas If possible, please prioritize the budget Funds Other Funds Other Funds Kind Antic. Comm. Please place an '~C in box Ynat apples: Salaries $6,000 $18,000 ESG X SCL $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Total 453 Amount of private~agency\other funds $_ 18,000 (a) Amount of CDBG funds $6,000 (b) Total Project Funding $24,000 (c) (a + b) Number of persons assisted _24 (d) (see question 18) Total cost per person _$1,000 (e) (c + d) Total CDBG Cost Per Person $_250 (f) (b + d) 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor __ hours x $10 per hour = Skilled labor ( ) __ hours x $ per hour = $ Skilled labor ( ) __ hours x $ per hour = Skilled labor ( ) __ hours x $ per hour = $ Skilled labor ( ) hours x $ per hour = Total $ 13, List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions), We applied for ESG funds and expect to hear about that grant in April. If we receive funding they will become available in July, 05. By the end of Jan. we will be certified to provide community support services, by the State, which will allow us in some cases, to charge for our SCL services provided. 14. Does the proposed project pay property taxes? Yes No X 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? Yes No__ If "yes", what is the percent of full taxes paid? % and amount paid Our project does not pay taxes, however the apartment complex that we provide the services to does. Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No Please explain. We am asking for funding assistance to hire '1 full-time staff person. By the end of the first year we feel confident that we will be generating enough income from our service contracts to keep the position going indefinitely. 16. Bdefly 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, 2005 Beginning of City Fiscal Year and Project Start Date We will use $t,000 a month beginning in July until the money is gone. 454 Section 4 - Impact Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. There is still a huge gap in the community for transitional and pem~anent supportive housing. This project will provide both. Area agencies will have more housing options available to refer persons to. On site services will be available to the persons living in the units. In addition, TTC-Housing Staff will assist persons living in the units connect to local agencies to help them build natural supports. 455 18. List goal(s) of this specific project. In addition, please indicate the population to be served by the proposed project according to the income categories shown in the Applicant Guide. (Please Note: ff this application is funded, the information in this table will be used as income targeting for the CDBG Agreement). The goal of this project is to provide support services to Iow. income persons, esp. those with high/special needs, to enable them to live as self-sufficient as possible. Number between 0 - 30% median income _24__ persons (a) Number between 31 - 50% median income persons (b) Number between 51 - 80% median income persons {c) Number between 80 - 100% median income persons (d) Number over 100% median income persons (e) Total __24__ persons {f) Percent LMI _100 (a + b + c) + f) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. Fimt, descdbe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). The outcome this project is working towards is for the Iow-income persons, esp. those with high/special needs, that it serves to become as self sufficient as possible by being able to maintain their housing and employment and in some cases, to make less trips to the hospital. 20. Please discuss how these outcome data will be met by the proposed project. The on site support services that will be provided, i.e.; teaching persons how to cook, clean, take care of personal hygiene, grocery shop, develop crisis plans ect., will help persons to increase their daily living skills thereby promoting seE-sufficiency so that they may reach the project outcome, 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Section ,5 - Capacity History Of The Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (C/ty fiscal year July I to June 30) This is a new project and has never received fundinq Fiscal Year Funds Amount Expended Recv'd Budgeted Amount (as of 12/31104) (July 2002 - June 2003) ~ FY03 FY04 (July 2003 - June 2004) ~ FY05 (July 2004 - June 2005) -~ 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No . If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 456 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. Several years ago, in about 2000, the Director of TrC-Housing, Theresa Koaptich, started a non- profit agency in Iowa City and received CDGB funding for staff salaries for the first year, very similar to the this project. That non-profit remains strong today. Kopatich has a history of working with both CDGB and Home funds and has always maintained regulatory compliance. Kopatich is a Social Worker and has worked in this field for 25 years. She has extensive experience in working with persons of Iow4ncome that may or may not in addition have substance abuse and/or mental illness issues. 457 458 City of Iowa City FY06 Funding Request for Non-Housing/ , 2, a. TotalAmount of CDBG Funds Requested: $350,000 b. Loan: $350,000 3. Name and address of applicant/organization: Did you attend the applicant workshop?, yes_ If yes, please circle the date attended. December 16, 2004 4. Contact Person: Mark Patton Phone Number: 319.337.8949 Fax Number: Email Address: markpatton22@hotmail.com 5. Location of proposed project: Industrial Park/Commercial Zone, Iowa City 6. Check CITY STEPS Objective (check only one): Homeless Needs XXX~( Public Facility Needs _,,._ Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). Habitat for Humanity proposes to purchase an existing warehouse in an industrial park or commercial zone in Iowa City which would house a ReStore: a Goodwill. like center for the donation of new and used building materials (reducing landfill waste) not accepted elsewhere. The public would have a convenient place to drop off donated appliances, etc. and also shop for less expensive building materials. Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one rn~t e?.olicable ~ and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). Other Public Rervice Need.~_ High Priority Need Priority Need Level (High, Medium or Low) A ReStore cuts into the waste stream while generating money to build additional homes for Iow- income families. It is a win/win/win scenario: a) less waste goes to the landfill (a public good); b contractors and homeowners get a tax break for donating; and c) money from the sales of donated items builds more homes for those under 50% of area median income. FY06 Non-Housing Application 459 ppdcdbg/fyO6non-housingapponl_e5278 9. Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS, Tons of construction waste and household items in good condition are hauled to the landfill each year. The ReStore in the Quad Cities (established 3 years ago) has documented saving an average of 300 tons of construction waste and household goods from being taken to the landfill annually. The ReStore in Madison, WI has documented saving more than 750 tons of construction refuse from the landfill over the past three years. In addition, no non-profit group currently takes working appliances or can pick up donations in the same day. The ReStore will be able to do both. A ReStore helps promote conservation, encourages recycling, and gives consumers a place to purchase remodeling supplies for a fraction of new cost. This enables homeowners and landlords to maintain and improve their property at less cost. In addition, money generated from the sales of donated items gets plowed back into building more Habitat for Humanity homes for Iow-income families, a HIGH priority in the CITY STEPS guide. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicable line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Amount: Years: Economic Development - For-profit (3% amortized loan) Economic Development - Non-profit (1% amortized loan) Public Facilities Project - Non-profit (99 yr conditional occupancy loan) $350~000 ..__99__ Public Service Project (grant) 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Sub recipient Guide. If other funds are used to implement the project, please list the soumes, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible PLEASE NOTE: The Housina and Community Develooment Commission may mauest a coov of vour overall ac~encv budc~et. FY06 Non-Rousing Application 460 ppdcdbg/fy06non-housingapponl_e5278 Budget Breakdown (Include only those costs directly related to the proiect.) Expense Category Type Status (E.g. salaries, acquisition, rehab) List Source of If possible, please CDBG In- _~rioritizethe budoet Funds Other Funds Other Funds Kind Cash Antic. Comm. Please place an '~Z' in box that applies: Warehouse equipment, $-0- $23,000 Iowa DNR grant XX XX supplies Warehouse Repairs $-0- $29,100 Habitat XX XX volunteers Warehouse purchase $350,000 $500,000 Habitat, bank XX XX $ $ $ $ $ $ $ $ $ $ $ $ Amount of private~agency\other funds $ 597,000 (a) Amount of CDBG funds $ 350,000 (b) Total Project Funding $ 947,000 (c) (a + b) Number of persons assisted 660 (d) (see question 18) Total cost per person $1434 (e) (c * d) Total CDBG Cost Per Person $ $530 (f) (b * d) FY06 Non-Housing Application 461 ppdcdbg/fyO6non-housingapponl_e5278 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor 500 hours x $10 per hour = $5,000 Skilled labor (electrical ) 250 hours x $45_ per hour = $11,250 Skilled labor (plumber ) 100__ hours x $60_ per hour = $6,000 Skilled labor (__carpenter ) 225__ hours x $20_ per hour = $4,500 Skilled labor (__HVAC ) __ 40 hours x $60_ per hour = $2,400 Total $29,150 The skilled volunteers will be used to upgrade an existing facility to prepare it for ReStore operation. The unskilled volunteers will be extensively painting, cleaning and minor carpentry to outfit an office and restrooms. 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). We have two full-time Vista/AmeriCorps volunteers working on this project. In addition, we are meeting with the local Rotary Clubs regarding space needs they have for donated items. At the current time we are getting rent. frae warehouse space from the City of Coralville. This space is only assured until fall 2005. The Iowa DNR has granted us $78,000 to cover the start. up costs of salaries and equipment. We are coordinating our efforts with Johnson County Council of Governments Solid Waste Management program to make sure there is no duplication of programming. 14. Does the proposed project pay property taxes? Yes__ No xx If yes, what is the estimated value of taxes generated from thi~ project? $ If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes xxx_ No__ If"yes", what is the percent of full taxes paid?__% and amount paid $ **** We propose paying 20% of the annual net income of the ReStora. This PILOT could range from $2,000-$12,000 per year. Section 3 - Feasibility 15.. If funds are awarded, will the project/program continue after the CDBG funds end? Yes xxx.__ No Please explain. The ReStora is a self-sustaining project: the more items donated, the more net proceeds generated. More than 100 ReStores around the country generate money for their local Habitat affiliate. The closest one (in the Quad Cities) nets an average of $40,000 per year while sparing the local landfill and average of 180 tons of waste per year. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: lf funded, this schedule will be used for any project agraement for the use of CDBG funding. Date: Description of Activity: July 1, 2005 Beginning of City Fiscal Year and Project Start Date: we will actively look for an existing space beginning 7/t/05. The goal would be to have purchased a building before May 2006, and have all operations moved to that site by that date. FY06 Non-Housing Application 462 ppdcdbg/fy06non~lousingapponl_e5278 Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for Iow-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. The ReStore will provide many opportunities for Iow/mod income families to improve themselves: a) It will provide a training facility where building trades will be taught to our Iow/moderate income families. b) It will help Habitat families in need of sweat equity hours (400 hours per couple) to accumulate hours during the coldest months of the year when construction is slow. c) It will create 2.5 FTE permanent positions to be filled with candidates who are Iow/moderate income. d) We will attempt to coordinate with the county jail and court system to take prisoners and those on probation to fulfill any community service requirements. 18. List goal(s) of this specific project, in addition, please indicate the population ~ by the proposed project according to the income categories shown in the Applicant Guide. (Please Note: If this application is funded, the information ~ will be used as income targeting for the CDBG Agreement). Number between 0 - 30% median income __80_ persons (a) Number between 31 - 50% median income __250 persons (b) Number between 51 - 80% median income __150__ persons (c) Number between 80 - 100% median income 80__ persons (d) Number over 100% median income __100 persons (e) Total 660._ persons (f) Percent LMI __73% (a + b + c) + t) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment opportunities and increase in household income). The ReStore will become a key component of the Iowa Valley Habitat for Humanity's on-going effort to bring in additional private funding sources to help build homes for those under 50% of area median income. New materials donated to the ReStore will be used to build new homes, thereby saving on the total cost of construction. Used materials will be sold to the public. It is anticipated that one additional home per year will be built as a result of the funds generated from sales at the ReStore. In addition, used appliances in good working order will accepted at the ReStore. These appliances will be available to the working poor for a fraction of the new cost (i.e. a used refrigerator will cost $40 vs. $350 new). This will help poorer families stretch their budgets. 20. Please discuss how these outcome data will be met by the proposed project. All donated items will be tracked when they are received and when they leave the ReStore. In the case of new items, the dollar savings for the Habitat home being constructed will be calculated. In the case of used items, a summarv will ha totaled each week detailin_o the items, the wei_oht of the FY06 Non-Housing Application 463 ppdcdbg/fyO6non-housingapponl_e5278 items, and the revenue generated per item. In addition, volunteer hours will be closely tracked and recorded. 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. The ReStore will be located in an industrial or commercial area of Iowa City. At this time no specific site has been identified. Section 5 - Capacity\History Of The Applicant .22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Rec'd Budgeted Amount (as of 12131104) FY03 (July 2002 - June 2003) $ 68,841 $68,841 FY04 (July 2003 - June 2004) $110,000 $110,000 FY05 (July 2004 - June 2005) $184,207 $82,400** **We have an accepted offer on a lot for $36,900, which has not 'et closed, 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes XO<3(~ No . If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. Iowa Valley Habitat for Humanity has an outstanding record of building affordable homes for Iow-income families. Since t994 the following owner-occupied homes have been added to the local tax rolls throughout the area community: 1994 I house 1995 t house 1996 2 houses 1997 4 houses 1998 6 houses 1999 3 houses 2000 4 houses 2002 2 houses 2003 4 houses 2004 6 houses. Iowa Valley Habitat for Humanity hired a full-time Executive Director in late 2003, He has built +200 units of affordable, owner occupied housing in eastern Iowa the past 12 years. In addition, he has administered more than $2.5 million in state and federal grants during that same period of time. FY06 Non-Housing Application 464 ppdcdbg/fy06non-housingapponl_e5278 Valley P.O. BOX 1241 Web; www. ivhf'n.org Iowa City, IA 52244-1241 Janua~ 18,2005 To: City Council Members Re: Long term restrictions on CDBG/HOME funds Dear Council Members: Thank you for your past support of Iowa Valley Habitat for Humanity in our efforts to build more affordable home ownership opportunities for families eaming under 50% of area median income. We are applying this year for Public Facility funds under CDBG in order to secure a permanent site for our ReStore: a place for the public to donate quality new and used building materials. VVhat does not get used in our Habitat homes will be sold to the public (like a Goodwill store). In addition, thousands of tons of construction waste are diverted from the landfill. Whatever funds are generated is then used to build more Habitat homes in Iowa City. If we are fortunate to receive CDBG funds to secure a site, we would request that the funding would not have to be paid back if a larger facility, serving the same purpose, were ever acquired in Iowa City dudng the 99 year term of the loan. If awarded the CDBG loan, our intention is to pay in lieu of property taxes (PILOT) so that we can help cover the cost of municipal services. Thank you for entertaining this request. 465 RANDU Date: January 6, 2005 To: Steve Atkins From: Brad Neumann,---1;~JCCOG Solid Waste Management Planner Re: Update on Habitat for Humanity ReStore Program In August of this year, the City received a letter from Mark Patton of the Iowa Valley Chapter of Habitat for Humanity asking for support for the creation of a ReStore facility in the Iowa City/Coralville area. Habitat is requesting assistance in locating property that would fit their needs as well as any financial assistance the City could provide regarding purchasing, leasing, or building a facility. ReStore is a program that accepts donations of used or excess building materials and appliances for resale to the public. The Johnson County Council of Governments and the Iowa City Landfill and Recycling Center have worked with many organizations in the past regarding waste diversion from the landfill. This proposed facility, operated by the Iowa Valley Habitat for Humanity chapter, could be a great asset to the landfill's waste reduction efforts. Habitat has indicated that they are looking for a 15,000-20,000 square feet facility that they can grow into. The Davenport ReStore, which Steve Nasby and I visited, is a leased 16,000 square foot facility. In looking at local buildings for Habitat, I kept in mind the possibility of housing some of our landfill programs in the same facility. Programs such as The Furniture Project, household hazardous waste (HHW) materials, and computer collection would be more convenient in a facility located in Iowa City. This would also allow us to explore the option of offering materials that the landfill collects back to the public in this facility. Materials such as good used paints and other materials collected in our HHW facility, and possibly Salvage Barn materials could be offered for sale at this facility. This would give Friends of Historic Preservation an opportunity to sell more of their stock since they are starting to overflow their space at the landfill. Unfortunately the buildings we have looked at so far in Iowa City that are available are either too expensive or too small. We looked at the former Ford dealership on Stevens Drive. This facility would work nicely but is most likely out of the price range (over $900,000) for both Habitat and the City. The option to lease may be investigated. Another building that we looked at was Steve's Typewriter storage facility located west of Orschlens on Highway 6. This 5,200 square foot facility was too small for Habitat but would be a perfect site for the City to use for landfill program collection and distribution. The owner of this properly would prefer a lease. Habitat expressed interest in building a new facility in the Aviation Commerce Park but they are not a good candidate to locate there since they would not contribute to the tax base. The City's current Water Distribution Building on Gilbed Court would also make a good collection facility in Iowa City. This building would not be big enough for Habitat but would be a good size for a collection/distribution facility for landfill use. The Iowa City/Coralville area already suppods many second hand thrift stores but none that will target the types of material the Habitat ReStore will target. This facility would target many renovation projects as well as overstocked materials from local home improvement stores. I have read about the success of other Habitat ReStores and I have been impressed by the 466 ,January 6, 2005 Page 2 amount of material they dived from local landfills. Construction and demolition material has been identified by the Iowa City Landfill as a waste stream with great potential to be reduced. This is intended to be an update on where we are currently regarding this issue. I would appreciate direction from you on how much effod you would like us to expend in working with Habitat for Humanity to support the proposed ReStore project, as well as the potential relocation of certain landfill programs to a more convenient location. cc: Jeff Davidson Rick Fosse Dave Elias ,,,,~Vtark Patton, Iowa Valley Chapter Habitat for Humanity jccogsw/mem/heb~let restore3.dcc 467 PART V FY06 PRO. IECT$ W_rTHDRA WN BY THE APPL.rCANT Request HOUSING .lohnson County Permanent Supportive Housing (Supplement) $550,000 p. 468 TOTAL $550,000 CITY OF I0 WA CITY Johnson County Permanent Supportive Housing, L.P. Mary Donovan, President Chatham Oaks Inc. 4515 Melrose Avenue Iowa City, Iowa 52246-9400 March 17, 2005 Housing and Community Development Commission CIO Planning and Community Development City of Iowa City City Hall 410 E. Washington Street Iowa City, Iowa 52240 RE: Application for FY 06 HOME Funding Request Supplemental Loan To Replace State HOME Loan for Johnson County Permanent Supportive Housing for Persons with Special Needs Dear Commissioners, On behalf of Johnson County Permanent Supportive Housing, L.P., we hereby withdraw the application referenced above for $550,000. The primary application for $275,000 is not withdrawn and hope that it will be funded. Sincerely yours, Johnson County Permanent Supportive Housing, L.P. Mary J. Donovan, President Chatham Oaks, Inc., General Partner 468 City of Iowa City FY06 Funding Request for Housing Project Name: Supplemental Loan To Replace State HOME Loan for Johnson County Permanent Supportive Housing for Per= it.. _,.__.__N___s Type' of Project (homeownership\rental\tenant based rent asst. or rehabilitation): ;ntal General Information 1. Lead Applican_t~ame: Jo/~j~on County Permanent Supportive Housing, L.P. Signature: Applicant-~ ~'Adc~es~/: ~51'5- Melrose Avenue, Iowa City, Iowa 52246-9400 Contact Person: Mary Jean Donovan Title: President, Chatham Oaks, Inc., General Partner (Private non-profit corporation) Phone Number: 319-887-2701 Fax Number: 319-887-9154 E-mail Address: mdonova@chathamoaks.org Federal Tax Identification Number: 42-2182450 Did you attend the applicant workshop?_YES. If yes, please circle the date attended. December 16, 2005 ~anuary 12, 2005~ 2. Secondary Applicant (if applicable): National Alliance for the Mentally III of Johnson County, LimitJ~r~p~rtner,~(Pri~e/p~n-~.ofit c(~oration) Applicant Address: 21 R~verview Dr.,NE, Iowa City, Iowa 52240 Contact Person: Mary M.~Loveless Title:President, National Alliance for the Mentally III of Johnson County, Limited Partner Phone Number: 319-351-3134 Fax Number: none E-mail Address: peggy-namijc@mchsi.com 3. Type of Applicant (check one): Community Housing Development Organization Private non-profit organization X ?,, ' ......... "--~;": .... ' :r partnership applicant * Public Organization · Both initial partners are private non-profit corporations. An investor limited partner will be added or substituted after award of Iow income housing tax credits. 4. Amount of Funds Requested HOME: $ 550,000 CDBG: $ 0 Total Loan Requested: $ 550~000 FY06 Housing Application 469 ppdcdbg/housing applicaiton (city supplemental) 5. Provide a brief description of the proposed project (please limit response to a paragraph). The proposed project will be comprised of two buildings, each with eight one-bedroom apartments and one two-bedroom apartment (18 total units), a multipurpose common area, laundry facilities, computer learning center and a management/support services office. This affordable housing project will offer on-site supportive service coordination, 24 hour crisis assistance, and a variety of direct supportive services to help tenants maintain their independent housing and work toward other life goals. Targeting will be 100% persons with special needs, with priority on the waiting list being given to persons who would benefit from a service enriched housing option. Eleven of the 18 units will be rent restricted and occupied by tenants with incomes at or below 40% area median income. All units will be rented to Iow income households with incomes at or below 50% of area medium income. All units will be handicap accessible. Section I - Need/Priority 6. Tell us why this project is needed (include information from market studies or other supporting documentation that identifies the need for this type of housing for Iowa City's need) and how it will fill a gap in the City's housing market. The Iowa City Housing Authority has 584 disabled households on the waiting list for Section 8 Rental Assistance (9/30/04). It is estimated that 150 to 180 of those households with a disability on the waiting list have a chronic mental illness. Additionally, Bums & Bums, LC.has identified approximately two dozen houset3~)lds with a disability on waiting lists for their rental housing units in Iowa City and Chatham Oaks has identified 30 individuals who would benefit from a permanent supportive housing option. According to the 2000 Census, 11% of Iowa City's population age 21 to 64 has a disability. The most recent study commissioned by the Johnson County Department of Human Services in 2002 and produced by an independent consultant reported, "There should be provided a range of safe and affordable housing options. It was apparent that there is need for additional housing as a high priority. The need for additional housing is also aggravated by landlords who won't accept Section 8 renters." Case Managers for Johnson County MH/DD Services have repeatedly expressed concerns over the difficulty their clients have in securing safe, affordable and accessible housing in the Iowa City area. Many of the supported community living providers cite the lack of understanding landlords and affordable housing options as a major barrier to their clients. Additionally, last year the Shelter House served 160 individuals who reported having a mental illness and an additional 1,200 persons were turned away for lack of room at the shelter. It is presumed that the 160 homeless individuals with disabilities plus the undetermined number of individuals with disabilities turned away are in need of both affordable housing and supportive services, the compliment of the two resulting in a stabilized housing arrangement. There are currently no permanent supportive housing options in Iowa City for persons with chronic mental illness. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan, the Maxfield Housing Market Analysis and/or "Assessing Iowa's Housing Needs" (August 2000) by Professor Heather McDonald. (Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan). The development of permanent supportive housing has been identified as a high priority for FY06 Housing Application 470 ppdcdbg/h~using appliceit(m (city supplemental) both the City and the State, as evidenced by City Steps (2006-2010), the Governor's Housing -. Task Force Report, the analysis prepared by Professor McDonald, and the Governor's 2004 initiative to add 1000 units to the housing stock for persons with disabilities. Additionally, at the direction of Governor Vilsack, the Iowa Finance Authority, the largest contributor to affordable housing development in the State, has created a 30% set-aside for the Low Income Housing Tax Credit Program for projects targeting persons with special needs. The proposed project helps address one of the City's highest priorities by striving to provide 18 units of affordable housing coupled with supportive services targeted to persons with special needs. All of the units will be affordable to households with incomes at or below 50% of AMI. At least 60% of the units (11) will be rented to households with incomes equal to or less than 40% AMI. Permanent Supportive Housing w/Special Needs High Priority Need Priority Need Level (High, Medium or Low) Section 2 - Leveraging Resources 8. Indicate the applicable loan terms*: Rate: I Years: Principal and interest (amortized loan) 0%** 30** * See Applicant Guide. Loan terms are subject to negotiation or modification by the City Council. ** Loan terms will be similar to loan terms of a State HOME loan. 9. In the space below, please provide the proposed sources and uses of funds for the project. Include all funding requested for the proposed project to be completed (e.g., infrastructure improvements). Where possible please provide third party documentation for project costs. The following is a list of sources and uses for the 18 unit project. USES SOURCES Land $ 0 City HOME $ 275,000 Construction $1,596,845 City Supplemental HOME $ 550,000 Soft Costs $ 182,235 LIHTC Equity $1,050,105 Operating Reserves $ 96,025 Soft costs include construction interest, appraisal, market study, land survey, environmental review, archeological review, legal, accounting, tax credit fees, organization and incidental expenses. Documentation of costs are firm estimates based upon a similar project that has been constructed at Keokuk, Iowa through the Lee County Board of Supervisors in 2002. 10. a. Please complete the table below showing the types and amounts of funding being requested for the proposed project. I Funding Source and Type of Funds: Amount of Funding Requested: Iowa City CDBG or HOME Funding (public) $ 825,000 FY06 Housing Application 471 ppdcdbg~u$ing ,pplicaito~ (city supplemental) Funding Source and Type of Funds: Amount of Funding Requested: State of Iowa HOME or CDBG (public) Iowa Finance Authority (IFA)- non-LIHTCs (public) $ City of Iowa City - Tax Increment Financing (public) $ City of Iowa City ~ Tax Abatement or Exemption (public) IFA -- Low Income Housing Tax Credits (public) $ 1,050,105 Other Public Resources (public) (please list): $ Applicant Contribution of Equity (private) $ 53 Private Lender Financing (private) $ Private Foundation(s) (private) $ Volunteer Labor and/or In-kind Donations (private) $ 864,544 Other Pdvate Resources (private) (please list): Donate land $ 893,363 Amount of Private Funds: $ 1,757,960 (a) Amount of Public Funds $ 1,875,105 (b) Total Project Funding $ 3,633,065 (c) (a + b) Number of bedrooms 20 (d) Number of publicly-assisted bedrooms 20 (e) Persons assisted (# of bedrooms x 1.5) 30 (f) Requested public subsidy per bedroom 93,755 (g) b + d Total cost per bedroom 181,653 (h) c + d Total Public Cost Per Person 62,503 (i) b + f Total cost per person 121,102 0) c + f Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the applicant/owner must repay the City the difference between the appraised value and the total project cost, up to 100% of the City's contribution. 10. b. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. The following supportive services will be provided to tenants by volunteers over the 30 year affordability period in addition to services that are contracted through a support service provider for each tenant. J Unskilled labor 18,510 hours J x $10 per hour = J 5185,100 J FY06 Housing Application 472 plxlcdbg/hou$ing applicaiton (city supplemental) Skilled labor (Management) 1,800 hours x $20 per hour = $ 36,000 Skilled labor (Rec. Therapist ) 23,910 hours x $15 per hour = $358,650 Skilled labor (Minister) 4,158 hours x $13 per hour = $ 54,054 Skilled labor (Nurse) 8,313 hours X $20 per hour = $166,260 Skilled labor (Teacher) 3,120 hours X $19 per hour = $ 59,280 Skilled labor (Music Therapist) 260 hours X $20 per hour = $ 5,200 Total $864,544 11. Does the proposed project pay property taxes? Yes X No ~ If yes, what is the estimated value of taxes generated from this Project? $195,000 If property taxes are not fully paid, does the proposed project make a Payment In Lieu Of Taxes? No ~ Yes ~. If "yes", what is the percent of full taxes paid? % and amount paid $ 12. If partial funds are awarded, will the project/program continue? Yes X No If yes, at what level? Any reduction in funding would result in the scale of the project being reduced. The project size may only be reduced to an extent and then it becomes infeasible. Any reduction in funding would require a reevaluation of the feasibility of the project before it could be determined to what size the project would be able to continue. 13. Program regulations require a 25% match for HOME funding only. Descdbe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. If the proposed project is requesting HOME funds from the State of Iowa please describe how the project will meet this matching requirement without the use of City funds. If State HOME match is being waived or reduced please include a letter from the Iowa Department of Economic Development. The Johnson County Board of Supervisors (JCBOS) will provide land for the project site at no cost to the applicant. The JCBOS will lease land to Chatham Oaks, Inc. (COl), the general partner of the applicant, Johnson County Permanent Supportive Housing, L.P. (JCPSHLP) for $1 (one dollar) per year for at least fifty-three years. COl will contribute land to JCPSHLP at no cost. The size of the project site is approximately 2.92 acres and is valued at $893,416 by Lepic Kroeger Realtors, of Iowa City. Therefore, the value of the match that is provided through the project is $893,363. Local HOME funds requested: $275,000 I x .25 = $ 68,750 Local Match Local HOME funds requested: $550,000 I x .20 = $110,000 State Match Section 3 - Feasibility 14. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG\HOME funding. FY06 Housing Application 473 ppdcdbg/hou$ing applicaiton (city supplemental) Date Description of Activity July 1, 2005 Beginning of City Fiscal Year and Project Start Date July 31, 2005 Complete environmental and archeological review $10,000 August 30, 2005 Complete public notice of intent to release funds $1,000 September 30, 2005 Complete land boundary, utility & topographic survey $ 6,000 October 30, 2005 Complete lease agreement for project site; legal $ 4,000 November 11, 2005 Complete market study for housing and services $10,000 December 31, 2005 Complete storm water management plans and specs $10,000 January 31, 2006 Complete arch;civil;struct;elect&mech plans&specs $71,800 February 28, 2006 Award construction contract $5,000 March 1, 2006 Award of LIHTC and State HOME funds March 15, 2006 Start construction March 31, 2006 Construction payout # 1: mobilization; Gen. Cond. $50,000 April 30, 2006 Construction payout # 2: site work; grading $100,000 May 30, 2006 Construction payout # 3: concrete $200,000 June 30, 2006 Construction payout # 4: materials; framing $250,000 TOTAL EXPENDITURES TO DATE EXCEED CITY HOME AWARD BY JULY 1, 2006 (Subtotal July 1, 2006 $727,800) August 15, 2006 Begin lease-up and tenant income certification November 15, 2006 Complete construction; certificate of occupancy November 18, 2006 Move-in tenants on weekend November 23, 2006 Celebrate Thanksgiving at new facility December 31, 2006 Complete move-in of all tenants; 100% occupancy January 1, 2006 Begin affordability period of project December 31, 2036 Complete pay-off City HOME loan December 31, 2059 Complete 53 years of affordability under LIHTC 15. 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 proposed project will increase the permanent supportive affordable housing stock designed for persons with mental illness from zero units to 18, 16 one-bedroom units and two two-bedroom units. Eleven (11) of the 18 units will be rent restricted and reserved for households with incomes less than 40% AMI. The project rents will be approximately $421 for a one-bedroom unit and $524 for a two-bedroom unit. The one-bedroom rents are over $27 lower than the 2003 average one-bedroom rent ($448) and the two bedroom rents are $71 lower than the 2003 average two-bedroom rent ($595). Rents will never be greater than the approved Fair Market Rent for Iowa City during the HOME compliance period. Additionally, the proposed units will offer amenities that are uncommon for rental units and have previously been unavailable to the targeted population at affordable rates. The proposed project will include a multipurpose common area, laundry facilities, a computer learning center and a management/support service office. Tenants will also be offered 24-hour crisis assistance and other direct services. All services will be optional and tailored to meet the individual tenant's needs. This combination of housing and services will offer for the first time an opportunity for permanent supportive housing to a special needs population previously largely limited to institutional and transitional settings. All units will accept Section 8 rental assistance and therefore could be occupied by a household with zero income. All units will be occupied by households with incomes at or below 50% AMI, with at least 11 units being reserved for tenants with incomes at or below 40% AMI. The consultant for this project, Burns & Bums, L.C., developed a similar project in Keokuk, Iowa in cooperation with Lee County. The Keokuk project has proven to be a greater success FY06 Housing Application 474 ppdcdb~housing applicaiton (city supplementar~ than imagined. A majority of the tenants moved from institutional settings to a supportive community setting offered by the project. Most tenants have experienced increased independent skills and all are leading more productive and meaningful lives as active members of the community in which they live. Additionally, the Keokuk project has been saving the government and hence the tax paying public significant sums over the publicly assisted institutional setting. Furthermore, the proposed project offers rents lower than the average market rate apartment, thereby reducing the public subsidy used to make independent housing affordable to special needs populations leaving an institutional setting. 16. 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 lower than those in the existing rental market. Maintain Affordability: The applicant will enter into a land use restrictive covenant with the Iowa Finance Authority (IFA) that will require the project to maintain affordability for at least 53 years. Thereafter, the applicant plans to maintain permanent affordability voluntarily. Lower Rental Rates: At least 60% of the dwelling units will have rents that will not exceed the "40% rents" (30% of 40% Area Median Gross Income (AMGI)) and the remaining dwelling units will have rents that will not exceed the "50% rents" (30% of 50% AMGI). The "40% rent" is $448 for a one-bedroom and $525 for a two-bedroom. The "50% rent" is $583 for a one- bedroom and $687 for a two-bedroom. Initial operating rents are $421 per month for a one- bedroom and $524 for a two-bedroom apartment. Target Lower Income Persons: At least 60% of the dwelling units will be set-aside for persons with incomes less than 40% AMGI. The remaining units will be set-aside for persons with incomes less than 50% AMGI. These are well below the HOME statutory requirements of 90% less than 60% AMGI, 20% less than 50% AMGI and 10% less than 80% AMGI. All units will accept Section 8 rental assistance and therefore could be occupied by a person with zero income. Support services will be available to each tenant through a support service plan that will be in effect for the entire affordability period. Tenants will have access to sources of financing that will provide assistance in paying for support services, leaving the tenant with more spendable income. Promote Efficient Use of City HOME Funds: The project will pay back to the City of Iowa City all of the City HOME loan with 3.25% interest for future use. The project will repay a total of $430,920 principal ($275,000) and interest ($155,920). Efficient Use of Funding: Save federal, state and local health care funds by relocating tenants from an institutional facility to independent apartments. These savings are estimated to be $894 per month per tenant. The savings per year are estimated to be $10,700 per tenant and $214,000 for the entire project. This is a savings of $6,420,000 over the 30 year City HOME affordability period and $11,342,000 over the 53 year LIHTC affordability period. 17. Are all funding sources needed to complete the project secured (subject to Written verification)? If not, please describe below the time frames for other funding awards. An application for Low Income Housing Tax Credits (LIHTC) and State HOME funds will be submitted in November 2005 to the Iowa Finance Authority and Iowa Department of Economic Development respectively. City HOME funds must first be awarded before an applicant may request State HOME funds. FY06 Housing Application 475 plxlcdbg/housing applicaiton (city supplemental) Note to HCDC: Review attached Proforma as part of the Feasibility Section. Section 4 - Impact/Benefit to the Community 18. in the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. The proposed project is all new construction of 18 rental units for persons with disabilities, targeting persons with chronic mental illness. The project will offer 16 one-bedroom units and two two-bedroom units. The project will be 100% handicap accessible and will offer a multipurpose community reom, laundry facilities, computer learning center and management/support service office. Each unit will have a full handicap accessible bathroom, living room, kitchen, and one or two bedrooms. A crisis assistance program will be offered 24-hours a day. The building will provide for a limited access entrance for tenant security and, in cooperation with Chatham Oaks, will offer transportation services. The project will reserve all units for Iow income households and all units will benefit from public assistance. 19. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of Iow-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. The project is located in Census Tract 4, which has 58.5 % Iow and moderate income households. There are currently no other permanent supportive housing options for persons with chronic mental illness in Iowa City, therefore, no concentration of this housing type presently exists. Additionally, this area of the City has seen a great deal of high end housing development over the past decade. The specific location of this project is beneficial for several reasons including proximity to 24-hour crisis assistance, door to door scheduled transportation (provided by Chatham Oaks), unparalleled affordable land cost and the acceptance of the proposed project by neighbors. This project offers a unique opportunity for a promotion of a diversity of housing by providing a housing type not previously offered in our community. 20. On the map provided, please show the location of the proposed project. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG~HOME Agreement). Number between 0 - 30% median income 18' households (a) Number between 31 - 50% median income households (b) Number between 51 - 80% median income households (c) Number between 80 - 100% median income households (d) Number over 100% median income households (e) Total 18 households (f) FY06 Housing Application 476 ppdcdbg/housing applic, aiton (city supplemental) I Percent LMI 100% (a + b + c) + 0 * Note: The units will be targeted for this income group. The applicant anticipates that all of the tenants will have incomes below 30% median income from Social Security. However, some of the tenants may be able to find employment and therefore have incomes that rise above 30%. 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, descdbe the outcome data or key elements the proJect is working towards (e.g. units to be rehabilitated and improvement of living conditions). Outcome Data and Key Elements (Item Number corresponds with Question 23 below): 1. Provide permanent supportive housing for persons with special needs. 2. Locate facility on a site that is in close proximity to support services. 3. Provide affordable rental housing with rents below statutory maximum. 4. Complete project within required time line. 5. Project completed under budget. 6. Minimize the level of public subsidy. 7. Secure funding from sources other than the City of Iowa City (City STEPS strategy) 8. Utilize Low Income Housing Tax Credit (City STEPS strategy). 9. Primarily target Iow income persons. 10. Produce benefits to the community related to cost. 11. Provide self-sufficiency to persons living in institutional settings. 12. Develop and operate project with experienced developers and service providers. 13. Maintain regulatory compliance through the affordability period of 30 years. 14. Meet al._LI National Objectives of the HOME program. 15. Work collaboratively with local community support service providers. 16. Provide handicap accessible housing. 17. Assist tenants in accessing and utilizing various subsidies. 18. Provide opportunities for recreation and socialization. 19. Eliminate the risk of competing for a State HOME loan. 23. Please discuss how these outcome data will be met by the proposed project. Proposed Project Will Meet Outcome Data and Key Elements By (Item Number corresponds with Question 22 above): 1. Construct two buildings, each with nine dwelling units and common areas and designate occupancy for persons with special needs. 2. Johnson County Board of Supervisors lease land for project that is located adjacent to Chatham Oaks, Inc., a local non-profit provider of housing and health care services for adults with a mental or physical disability for 17 years. 3. 60% of units with rents at or below 40% rent and 40% of units with rents at or below 50% rent. Rents are set at HUD Fair Market Rent (FMR) level that make the project eligible for Section 8 rental assistance. 4. City HOME funds completely expended by June 30, 2006 as required. 5. Follow model of similar project constructed at Keokuk, Iowa through the Lee County Board of Supervisors in 2002. Project budget will fall within the "per unit cost caps" that are set by the Iowa Finance Authority (IFA). FY06 Housing Application 477 ppdcdbg/housing app#caiton (city supplemental) 6. A. Apply for non-local funding to leverage City HOME funds through the Low Income .- Housing Tax Credit and IDED Housing Fund that provides $5.82 for every dollar of City HOME funds. B. Utilize the equivalent of $864,544 in volunteer labor for the project. C. Save federal, state and local health care funds by relocating tenants from an institutional facility to independent apartments. These savings are estimated to be $894 per month per tenant. The savings per year are estimated to be $10,700 per tenant and $214,000 for the entire project. This is savings of $6,420,000 over the 30 year City HOME affordability period and $11,342,000 over the 53 year LIHTC affordability period. D. Project will pay back loan to City of $275,000 in principal and $155,920 in interest. 7. A. Apply to Iowa Finance Authority and Iowa Department of Economic Development for funding. B. Utilize the equivalent of $864,544 in volunteer labor for the project. C. Utilize donated land for the project, 8. Applicant will submit an application to the Iowa Finance Authority for Low Income Housing Tax Credits. 9. All units will be targeted toward 0 - 30% median income. 10. Relocate persons with special needs from an institutional setting at the county home to an individual apartment with common areas for support services that are tailored toward individual needs. This will save federal, state and local health care funds that are estimated to be $6,420,000 over 30 year City HOME affordability period and $11,342,000 over 53 year LIHTC affordability period. 11. Provide individual apartments for each resident. Provide a choice of a two-bedroom apartment for individuals who will live better with a roommate. Provide support services tailored to individual tenant needs thereby promoting self-sufficiency. 12. National Alliance for the Mentally III of Johnson County (NAMIJC), the secondary applicant and limited partner of the applicant, has been the primary advocate for the project. In order to increase its strength and capabilities, NAMIJC has partnered with Chatham Oaks, Inc. (COl) and Bums & Burns, L.C. (B&B). COl is a local experienced non-profit housing and support service provider for special needs population that has managed the Johnson County Home for 17 years. B&B is a local expedencad developer and property manager of affordable housing that has successfully utilized similar sources of financing of this project on over 45 projects since 1978. 13. The applicant will initially contract for management services with Bums & Bums, L.C., an experienced management company that is familiar with the compliance monitoring of the sources of financing of the project (HOME and LIHTC). Long term and as soon as feasible, the general partner of the applicant, Chatham Oaks, Inc., will take over management after receiving sufficient training in compliance monitoring. The Iowa Finance Authority and Iowa Department of Economic Development will provide regular training on the requirements of their respective sources of financing, the Low Income Housing Tax Credit and HOME funds. 14. Provide safe, sanitary and decent affordable housing and benefit persons with incomes below 30% AMGI. 15. Other local support service providers will have a role in providing a comprehensive living program to tenants. 16. All units will be handicap accessible, 17. All tenants will be offered assistance in identifying, applying for and/or utilizing subsidy programs. 18. All tenants will be offered recreational and social activities. 19. City awards a supplemental HOME loan to eliminate the need to compete for State Home funds. Low income housing tax credits are typically still available after all State HOME funds are awarded. With the City providing all of the HOME loan funds, the City virtually guarantees the allocation of tax credits. FY06 Housing Application 478 ~pd=db~ho~s,n, .~..~ (c~y s.pp~.mo.t.~) ** Section 5 - Capacity/History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31104) FY03 (July 2002 - June 2003) 0 0 FY04 (July 2003 - June 2004) 0 0 FY05 (July 2004 - June 2005) 0 0 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 X 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. Please provide evidence of your organization's capacity and/or experience to undertake and complete the proposed project within the established timetable and budget. Chatham Oaks, Inc. has managed special needs housing and provided support services for 17 years in Johnson County (Iowa City). The applicant will contract with Bums & Bums, L.C. (B&B) to provide development and management services. B&B is the only local Iowa City company, profit or non-profit, that is available with experience in all of the sources of financing for this project. B&B has over 25 years of experience in designing, developing and managing affordable housing in Iowa. B&B has developed and managed more than 1350 units, 287 in Johnson County, utilizing multiple sources of financing that are similar to this project. Each project has been completed on time and within budget. B&B has been a contributor to the Governors Housing Task Force, developed the first "hard to house" project and the first new construction of all affordable assisted living in the State of Iowa. CITY OF IOWA CITY Due January 20, 2005 by 12:00 noon - No Exceptions Planning and Community Development 410 East Washington Street (319) 356-5230 ste ve-long ~iow a-city, org tracy-hightshoe~iowa-city, org steven-nasby@iowa-city, org FY06 Housing Application 479 ppd~b~hou~ng .,~i=.~ (oW supp~e.t~ 481 Proforma Spread Sheet FY06 Rental Housing Projects Line Description Symbols YR1 YR2 YR3 YR4 Y._R.5_ YR6 YR? YR8 YR9 YRI0 Revenues 3 Tenant Contributions +T. c, or~raxem s s $ s s s $ $ $ 6 Effective Gross lncome -EGI $ 89,858.60 $ 91,655.77 $ 93,488.89:$ 95.358.67 $ 97,2E~.84 $ 9g~11.16 $ 101,t95.38 $ 103,219~915 105~83.67 S 107.38~.35 ' ODeratino Expenses*** , 8 Maintenance&Structural Repairs* S 18,g00.00 S 19,467.00 S 20,~51.01 S 20,652.54 S 21,27Z12 S 21.g10~8 $ 22,567.59 S 23.244.62 S 23.941.~5 $ 24,66021 10 Property Taxes s 13 TctalOpemfingExpenses -OPR. Expenses $ 72.96g. C0'$ 74.726.38 $ 76.534,99 $ 78.396.33 S 80.3tl.g6 $ "?.')~47 $ 64.312_$1 $ 1e.4~0.7'/ $ 88.550.00 S go,7et_qg 14 Net Operatin~llncome ..c~ s le,~e.eo s 16.g2g.3g s 16.g53.90 $ le.g62.34 s t6.g53.18 s le,e27.~9 $ 16.682.87 $ 16.8~8.51 $ se,733.~ $ le.627.3e 15 Debt ServiceFirstMortgage s t4.362.00 s t4.362.00 $ 14.362.00 $ t4,362-00 $ t4.362.00 $ t4.36z00 $ 14.'~-~ $ 14.362_00 $ 14,362.005 14.362.00 16 Debt Service Subordinate Mortgage(s) s 17 Total Debt Service .ms $ t4,482-00 $ 14,462-00 $ 14,482.00 $ 14,482-00 ,!$ 14,482.00 $ 14,482-00 $ t4,482.00 $ 14,482.00 $ t4,482-00 $ 14,432'00 18 Cash Flow .cF $ 2,407.60 $ 2,447.39 $ 2'47t.90 $ 2'4~0.34 $ 2,47t.8~ $ 2,445.69 $ 2,400.87 $ 2.336.5t $ 2~25~.67 $ 2,145~6 18(b) Equity Investment In Project s 19 :,,~,-.,*,.~,r,.,,,,,.,,.~,,,,~Cash -on- Cash ROI Line YRI YR2 YR3 YR4 YR5 YR6 YR'/' YR8 YR9 YR'I0 Determining Taxes 20 Cash Flow CF $ 2,407.60 $ 2.447.39 $ 2,471.90 $ 2,480.34 $ 2,47f.88 $ 2,445.69 $ 2,400.87 $ 2.336.5t $ 2,251.67 $ 2. t45.36 21 DepreciafionExpenses -DEPR $ 62,t40.O0 $ 62.140.00 $ 62,140.O0 $ 62, t40.O0 $ 62.140.O0 $ 62,140.00 $ 62.140.(X), $ 62. t40.00 $ 67~t4000 s 62,t40.00 22 Amortization of Fees -AMOR~ $ $ S S S $ $ S $ 24 Reserves +RESERVES $ 5,4O0.00 $ 5.4O0.O0 $ 5,4O0.O015 5,400.00 $ 5,4O0.O0 $ 5,4O0.O0 $ $,400.00 $ 5,4OO.00 $ 5,4O0.O0 $ 25 Earnings (Loss)BeforeTaxes =~Tx $ (54,206.40) $ (54,038.61) $ (53.881.10) $ (53,733.66 $ (53,597.12115 (53,473.31~ $ (53.3~).$3 $ (53.261.49) $ (53.176.33) $ (53.104.64 26 X Tax Rate (35% or 0%) xRATE 35% 35% 35*A 35% 35% 35e~ 35% 35% 35% 35e~ 27 Tax lncurred (Saved) -TAXor(SaW~) $ (18,972.24 $ (18,913.5t) $ (18.858.3~ $ (18,8O0.78} $ (t8,758.991 $ (18.715.66) $ (18,676.0~ $ (18,641.52 $ (ta,611.72) $ (t8,586.63 Cash Flow After Tax 28 Cash Flow CF $ 2.407.60 $ 2,447.39 $ 2,471.90 $ 2.480.34 $ 2.47t.88 $ 2,445.69 $ 2.4O0.87 $ 2.336.5t $ 2~--~1.67 $ 2,145.36 29 Tax lncurred (Tax Saved) -TAX(+SAV) $ {ta~72.24) $ (18.9t3.5' $ (la,as~39) s (la,aoe./a)l$ (1a,75s.99) s Ua.7t5.~ $ (la.67s.o~ s (ls,s41.s2)l$ US.e11.72)i$ (t8.588.631 Co Lin__~e Total Benefit Analysis 31 Cash Flow AfferTax CFATx : $ 21.379.84 $ 21,360_q0 $ 2t,330.28 $ 2t.287.12 $ 2t.230.87 $ 2t.16t.35 $ 21,076.91 $ 20.978.03 $ .20,863.39 $ 20,731.g3 32 Rehabilitation Tax Credit *~TC $ $ $ $ s $ s $ $ $ 34 Net Sale Proceeds +NSP $ $ S $ S $ S S S S 35 TotalBenef'rtsAfferTax(NCFAT) =NCFATx $ 157,403.84 $ t$7,384.~0 $ 157,354,28 $ t57.311.12 $ t57,254.87,$ 157, t85.35 $ 157,tO051$ 157,~O2.03 S I56,887.39$ t56,755.~ 36 Return on Investment Ro~ 14.99% 14.~ 14.~'~ 14.~% 14.~'4 14.97% 14..~*~ 14.e5% 14.s~% L YR11 YR12 YR13 YR14 YR15 YR16 YRI? YR18 YR19 YR20 Line Description Revenues $ 113,869.83 $ tt6.141~11 $ 118.463.93 $ 120,833.2t $ 12~,249.87 $ 125,714.87 $ 128,229.t7 $ t30.793.75 $ t33.409.63 $ 136.077.52 'l Gross Rentellncome $ 1,43~.41 $ 1.467.18 $ 1,496.53 $ 1.526.46 $ 1,556.g8 $ 1.588.12 $ t.619.89 $ 1.56Z25 $ 1,685.33 $ 1.7t9.04 2 )therlncome s s $ s s s s s s s 3 'enant Contributions S 115,302.24 $ 117.608.29 S 119,960.45 $ 122,359.66 $ 124.~~K S 127.:~r~e~ S 129,~49.56 S 132,446.04 S 156,094,86 $ 137.796.86 4 Gross Revenues $ 5.765.1t S $,330.41 $ 5,998.02 S 6,1t7_G8 S 6,240.34 S 6.~o5.15 $ 6,492.45 S 6,622.~0 S 6,784.75 $ 6,8~.84 5 Vacancy Loss $ 109,537.13 S 111.727.87 S 113.862.43 $ 116,241.68 S 118,566.51 $ 120,937.84 S t23.356.60 $ 125.823.73 S 128,340.2t S 130,g07.01 6 Effective Gross lncome )~eratino Expenses $ 9,407.41 $ 9,689.84 $ 9,980.33 S 10,279.74 S 10.586.13 $ 10,865.77 S 11,23Z56 $ 11,569.93 S 11,917.03 $ 12,274.54 7 Insurance 4~ 8 Maintenance & Structural Repairs CO S 25,400.~2 S 26,162.02 S 26,g46.88 S 27,755.29 $ 28.5~7.95 $ 29,445.58 S 30.328.95 S 31~8.82 S 32.175.98 $ 331t41.2G 4~ S 0.t04.67 S 9,286.76 S 9.472.50 $ 9~661.86 S 9.886.19 S 10,052.29 S t0,253.34 S t0,458.~0 S t0,~.57 S 10,~0.~2 9 Management Fee~ $ 6.s00.00 $ 6.s00.00 $ 61500.m Is 6,s00.~0 $ 5.~nnn $ 6,s00.00 s 5,500.00 $ 6,~00,00 S 6,500.~0 $ 5,860.00 10 PropertTTaxes $ 37.226.48 $ 38.343,25 $ 39,493.58 $ 40,678.3~ $ 41,898.74 $ 43,155.70 $ 44,450.37 $ 45,783.88 $ 47.157.40 $ 4~,57Z12 11 Misc. Operating Expenses S 16,495.54 $ 16.346.t5 $ 16.169. t5 S 15,966.33 S 15,736.52 S t5,478.50 $ t5,19t.00 S t4,07Z70 S t4,522.22 S t4,03S47 14 Net Operatinglncome $1,050,005.00 $1,560,086.86 $1,560,086.00 $1,050,005.00 $1,560,086,86 $1,050,005.00 $1,560,00~.00 $1,050,565.56 $1.050,565.00 $1,(~-~,005.00[ 18(b) EquitylnvestmentlnProject o.2',~ o.2'~ 0.2~ o.1~ 0. t~ 0.1% 0.1~ 0.0'~ 0.0~ 0.0%! 19 Cash .on- Cash ROI YRI'I YR12 YR13 YRI4 YR15 YR16 YR~7 YR~8 YR'I9 YR20 Line Description Determininq Taxes $ 2,016.54 $ 1,864.18 $ t,687.15 $ 1,484,33 $ 1,254.52 $ 996.50 $ 709.00 $ 390.705 40.22 $ (343.83} 20 Cash Flow $ 62,140.00 $ 62,140.00 $ 62,140.00 $ 62,140.00 $ 62,140,00 $ 62, t40.00 $ 62,t40.00 $ 62,140.00; $ 62,140.00 $ 62,140.00 21 Depreciation Expenses 9 s $ s $ ! s s s $ s 22 S~nortization of Fees $ 1,674.00 s 1,866.00 S 2,065.00 s 2,273.00 s 2.4~9.00 I $ 2,713.00 $ 2,946.00 $ $ 3,440.00 $ 23 Principal Payments $ 5,4o0.00 $ 5,400.00 $ 5.400.00 $ 5,400.00 i $ 5,400.00 I $ 5,400.99 $ 5,400.00 $ 5,400.00 $ 5,400.00 $ 5,400.00 24 ReseD/es $ (53,049.46) $ (53,009.82) $ (52,987.85) $ (52.982.67j15 (52,996.48] $ (53,030.50} $ (53,085.00) $ (53,161.30) $ (53.259.78) $ (53,382.83) 25 Earnings (Loss)Before Taxes 35% 35% 35% 35~4 S 35*4 35% 35% 35% 35% 35% 26 x Tax Rate (35% or 0%) $ {1a,5~;,3~) $ (18,553.44) $ (~8,548,75) $ (~8.543,~41 (18,54~,771 $ (lS.Sso.sT) $ (1s.879.75) $ (1~,c~.4~) $ (ts,s40.~2) $ (t8,~.99) 27 Tax lncurred(Saved) Cash Flow After Tax s 2,016.54 $ 1.864.18 $ 1,687.15 $ 1.484.33l$ 1,254.52 s 996,50 s 799.99 s 399.70 s 40.~2 s (343.s3) 28 Cash Flow $ (18,567.3t) $ {18.553.44) $ (t8,545.75) $ (t8,543~41 $ {t8,548.771 $ (t8.560.671 $ {18,5~9.75) $ (18,606.46) $ {18,640.99) $ (18.683.99) 29 Taxlncurred('l'axSaved) .l~ $ 20,58385 $ 20.417.61 $ 20,232.90 $ 20,028.26 $ 19,803.29 $ 19,557.18 $ 19,288.75 $ 18,997.15 $ 18,681.15 $ 18,340.16 30 Cash Flow AfferTax co 0-1 Line Total Benefit Analysis $ 20.583.85 $ 20,417.61 $ 20~32.g~ $ 20,028.26 $ 19,B03~9 $ 19,557.18 $ 19,288.75 $ 18,997. t5 $ 18.681~15 $ 18,340.16 31 Cash Flow Affer Tax ' s s s $ $ $ $ s s $ 32 Rehabilitation Tax Credit $ $ $ $ $ $ ~ $ s s $ 33 Low Income Housing Tax Credit s s $ s s s i s s s s 34 Net Sale Proceeds S 20,583.85;$ 20,417.61 $ 20.~?~n S 20.028.2815 19.803.29!$ 19,557.181S 19.288.75 S 18.997.15 $ 18,681.15 $ 18.340.16 35 Total Benefits After Tax (NCFAT) 1.96'4 t.94% t.93% 1,91%: 1.89% 1.8611 1.84% 1.81% 1.78% t.75% 3~ Return on investment EAsTEC I C~[~GCENTRAL IOWA WilburnSUbmitted by Mayor Pro te~ COUNCII OF C~DVERNMENTS YOUR REGIONAL Pb~NNING AGENCY EAST CENTRAL IOWA COUNCIL OF GOVERNMENTS Resolution Amending The East Central Iowa Council of Governments Regional Comprehensive Integrated Solid IFaste Management Plan 2004-2010. WHEREAS, DC1 Environmental, Inc. has formally rcquested to be included into thc East Central Iowa Council of Governments Regional Cot~tprehensive lntcgrated Solid Management Plan 2004-2010 and agrees to provide relevant information for subsequent plan updates, and; WHEREAS, DCI Envirotm~ental, Inc. is a material prc,cessing company, and their inclusion will not alter the generation or disposal of waste in the East Central lo,va Council of Governments Planning Area, and; WHEREAS, the East Central lowa Council of Governments Solid Waste Technical Advisory Cominittcc recommends inclusion o f DCI El~vironmental, Inc. into thc East Central Iowa Council of Governments Solid Waste Pkmning Area. NOW THEREFORE, BE IT RESOLVED that thc Easl Central lo,va Council of Govemmqnts hereby amends thc Regional (?omprehe~sive h~tcgratcd Sol/c~ Managemettt Pla~t 2004-2010 to include DCI Enviromnental, Inc. and incorporate their remediation activities in the next plan update. Passed by the East Central Iowa Council of Governments Board of Directors, and this 31' day of March 2005. approved ' Lu Barron, Chair Douglas D. Elliott, Executive Director 108 Third Street SE, Suite 300 ( ;cdar Ralqds, Iowa 52401 319 365-9941 }:AX 3 [9 365 9981 www. i~Lnct/~ccict)g >" 0 0 --__ -o~ ~ ;>., n o o -i >. BUILDING PERMIT INFORMATION March 2005 KEY FOR ABBREVIATIONS · T)pe ofhnp~vvement .' ADD - Addition AL T- Alteration REP- Repair FND - Foundation Only NEW - New OTH - Other Ope of constnwtio,~ Type of Use .' RSF- Residential Single Family RDF - Residential Duplex RMF- Three or mo~v residential RA C - Residential Accesso~? Buihling MIX- Mixed NON- Non-tvsidential OTlt- Other p.~.: 2 City of Iowa City mtn: 4 ~/200_, Extraction of Building Permit Data for To: 31/200s Census Bureau Repoli From: 3/31/2005 Type PClll/iI N tlnlbcr N alllC .A. ddl ess ~¢( List' Sto~ics [Jllils Valualion BLD04-00922 GRANT WOOD ELEMENTAI~ 1930 LAKESIDE DR ADD NON 1 2 $2,734,102 15,000 SQ.FT. GYM/CLASSROOM ADDITION TO ELEMENTARY SCitOOL 1 Total Valuation: $2,734,102I ADD/NON permits 1~LD05-00154 MICIIAEL T MCLAUGIIL1N 530 S I)ODGE S'I ADD RDF 2 I $100,000 AI)DiTION TO SFI) CREATING DUPI.EX Total Valu aflon: S 100,000 I Total AD D/RD F pernlils I 1~1ff305-00068 WAI,TER SPARKS 2340 CAL: DR ADD RSF 2 2 550.000 ADDITION TO SFD Biff)05-00151 CHASE, JOHN S 229 TAFT SPEEDWAY Sq ADD RSF 1 3 $30.000 ADDITION TO SFD BID05-00099 JANET NEI~SON 2408 CRESTVIEW AVE ADD RSF 2 2 $24,000 ADDFFION qO SFD FII.D05-00129 MICIIAEL E WRIGHI' 815 ROOSEVEI.i' ST ADD RSF 2 I S23,000 ADDITION AND REMODEL OF SFD BIA)054)0164 WEISS. DAVID S 410 N 7TII AVE ADD RSF 2 1 $18.000 SCREEN PORCH ADI)ITION FOR SFD 1~LD05-00174 AFF()RDABLE GARAGES IN{ 3719 D()NI(GAI~ CT ADD RSF 2 1 $18,000 BASEMENT FiNISIt AND SCREEN POR(H ADDITION FOR SI:D BIA)054)0144 MI(ItAEL J BRIGGS 2832 BROOKSIDE I)R ADD RSF 1 0 $18.808 10'x 14' room addition BI~D05-00162 JASON&IIEATItERMOORk 3429 ROHRET RD ADD RSF 2 1 $10,000 2 STORY ADDITION TO SFD BI~D05-00171 COLLEEN MAItONEY 708 5TH AVl:. ADD RSF 1 I $4,000 REPLACE CONCRETE STEPS WIT11 WOOD DECK AND STEPS Total ADI)/I.tSF permits: 9 Total Valuation: S190.808 I BID05-00135 GRAHM PACKAGING 2515 INI)EPENDENCE RI) ALT NON I 0 $64,250 Remove wall between manufacturing and inslall new wall to undcrside of roof as per plan and build 8? long wall 30' tall BL1)05-00166 VIC & DONNA ZF. NDER 2 S LINN ST ALT NON 2 1 $26,000 EXPANSION OF I1AiR SALON INTO NEXT TENANT SPACE B1,I)05-00064 DICK & MARY DAVIN 201 E P, ENTON SF AL'I NON 2 2 S15,000 CONVERT GARAGE TO OFFICE SPACE T ~tal ALT/NON permits :3 Total Valuation: $105.2511 BLD05-00177 JAMES C SHAW 714 KIMBALL AVE Alit RI)F 2 0 Install egress windows J Total ALT/I~.D F permits: 1 Total Valuation: $2.640 Pago ~ City oflowa City [)ate4,1:2005 Extraction of Building Permit Data for To: ~,1'2005 Census Bureau Report From 3'31/2005 pcrmit Number Name Add~css Impr Li~ Stories Units Yalttaliolq BLi)05 00163 CIIR1STIANRET1REMENTS] 701()AKNOI.I.I)R AlT RMF I 1 525,000 COMBINE UNITS 312/314 INTO ONE, REMODEL PUBIJC RESTROOM BLD05 00090 UPTOWN PROPERTIES 716 E BURLINGTON ST AI,T RMF 2 2 S700 Add doors in party walls betwccn apartmcnts 8 & 10 and 15 & 17 BI.D05-00091 UPTOWN PROPS 515 E BURLINGTON ST ALT RMF 2 2 5350 Add doors in party walls between apartments 8 & 10 l'otal ALI'/RMF permits: 3 Total Valuation: S26,050 l BI,D05-00037 ,IIMTIIgOGMORTON&BAR 814 RONAIDS ST AUI' RSF 2 2 S30.000 KITCIIEN REMODEL OF SFD BLD05-00138 MICIIAEI. A&EDEI.LRASL 16 B[ RR OAK CT ALT RSF 1 0 522,000 Install bathroom ovcr garage BID04-00879 TONY COLBY 5 BEI. LA VISTA DR AUI' RSF 3 2 520.000 BATIt REMODEI~ OF SFD oOg I SIo $00 BLI)054)0168 LARRYWiLIiARM&R1CHN _ _4STANFORI).&VIi AUI RSi: 1 ADD BEI)ROOM TO SFD BASEMENT BL1)05-00137 LEEG&MARGARETADAN' 48 PISNFRO DR ALT RSF I 0 S12.000 ('om'crt existing bathroom on second floor Io two bathrooms BLD05-00193 SHELLY ttENRY 118 S}IRADER RD AUi RSF 2 I $5.000 ADD CLOSET IN GARAGE BLD05-00152 CHARLES & .lANE CI.ARAII/ 3104 JUNIPER DR Al71' RSF 1 3 $2,000 EGRESS WINDOWS FOR SFD BLl)05-00136 CIlARLES E IlEAl'It 808 E BLOOMINGTON ST ALT RSF 1 0 $1,000 Install egress windo~x in basement and basemcnt finish BLD05-00149 RICHARD&BARBARASCHI 1320 OAKCREST AVE ALT RSF 1 3 Sl,000 INTERIOR REMODEL OF FAMILY CARE I IOME Total AI,T/RSF permits: 9 Total Valuation: $105,500~ BID05-00161 SItEUI ON & VICKI ALLEN 425 4TII AVE NEW RAC 1 I $20,000 i)ETACIiED GARAGE ADDITION FOR SFD B1,1)05-00170 MIKE SMITII 126 MEMLER CT NEW RAC 1 I 515,000 DETAC}IED GARAGE ADDITION FOR SFD Total NE~V/RAC permits :2 Tolal Valuation: $35,000~ BLD04 00214 CORY ItODUPP 1834 N DUBUQUE ST NEW RDF 3 2 $4~,081 TOWNIN)USE DUPLEX 1834-[836 N DUBUQUE ST BLD04-00168 ARLINGTON DEVEI,OPMEN 132 BROADMOOR LN NEW RDF 1 2 $270,000 RDF WITII ATTACtIED 2 (AR GA~&GES 132-134 BROADMOOR I.ANE BID04-00984 NKK PRTNRSIIP LLP 3 WII,I,OUGIIBY PI. NEW RDF 1 2 $259,000 DUPI,EX W1TI1 ATTACHED 2 CAR GARAGES 3-5 WII,I.OUGHBY PLACE BASEMENT FINISII FOR 5 WII.I.OtlGHBY PLACE BLD04-00173 ARLINGTON DEVELOPMEN 148 BROADMOOR LN NEW RDF 1 2 $250.000 RI)F WITH ATTACHED 2 CAR GARAGES 148-150 BROADMOOR LANE Page 4 City of lowa City I)atc4,1,2005 Extraction of Building Permit Data for 3,1,'2005 CCllS[IS Bureau Report From 3/31,2005 Type Type Permit Numbc~ Name ,\dchcss [mpr [ I~_, Stories Units \ alu ai(m BI J)05-00179 SADDLEBROOKMEADOWS 74 THISTI.E CT NEW RDF 2 2 $204,899 DUPIJ;~X WITII ATTACHED 2 CAR GARAGES 74-76 Thistle Ct. BEI)05-00180 SAI)DLEBROOKMEADOWS 86 TtlISTLE CT NEW RDF 2 2 $204,809 DUPI.EX WIT}I AT'FAC[lED 2 CAR GARAGES 86-88 Thistle Ct. BLD05-00181 SADDLEBROOKMEADOWS 77TlliSTLECI' NEW RDF 2 2 S204,899 DUPEEX WI'IH ATTACHED 2 CAR GARAGES 77-79 Thistle BL1)05-00182 SADDLEBI{OOK MEADOWS 62 THISTLE CT NEW RDF 2 2 S204.899 DUPLEX WITIt ATTACHED 2 CAR GARAGES 62-64 Thistle Cl. BID05-00183 SADDLEBROOKMEADOWS 38 THISTLECT NEW RDF 2 2 $204,899 DLIPI.EX \VITH ATTACHED 2 CAR GARAGES 38-40 Thistle Ct. BI_D05-00184 SADDLEBROOKMEADOWS 53TllIS'ILECT NEW RDF 2 2 $204.899 DUPLEX W1Tll ATTACItED 2 (tAR GARAGES 53-55 Thistle Ct. BLD05-00185 SADDLFBROOK MF~ADOWS 50 'IItlSTLE CI' NEXV RDF 2 2 5204,899 DUPLIr:.x WI'EH ATTACHED 2 CAR GARAGIiS 50-52 Thistle Ct. FHJ-)05-00186 SADDEEBROOK MEADO\VS 63 TIIIST[,E CT NEW RDF 2 2 $204,899 DUPI2~X WITH ATTACIIED 2 CAR GARAGES 63-65 Thislle Ct. BLI)05 00132 SADDLEBI~.OOK MEAI)OWS 63 PI~,IlVlR()SI5 CT NI£W RDF 2 2 5146,000 Duplex with single car garages 63-65 PI'imrosc Court BI.D05-00145 SADDI.EBROOK MEAI)OWS 55 PI~.iMR()SE CT NEW RDI: 2 2 S146,000 Duplex with single car garages 55-57 Primrose Court Total NE%V/RDF permits: 14 Total Valuation: $3,133,273 BEI)05-00146 B & H BUII.DERS 41 TRI{VOSE PL NEW RMF 2 4 $689,154 4 UNiT TOWNIIOUSE STRUCTURE 41-43-45-47 TREVOSE PLACE BLI)05 00147 FRANTZCONSTRtJ(TION('( 31 NIONTGOMERYPL NEW RMI7 I 3 $472,7!)5 X 1. NIT TOV,/N OUSE STRU(TURE 31-35 39 MONTGOMEI~,Y PLACE Total BLD05-00158 KELLY B & ,ANN K DURIAN 51 ItlCKORY PI. NIr~Vv' ?,$F I I $250,000 SFD \VITII ATTACHED 2 CAR GARAGE BI.l)04-00932 MICHAEL I. JR & SLSAN B 5r 56 I lICKORY HEIGIITS L',; NEW RSF 1 1 $279,601 SFD WITH ATTACHED 3 CAR GARAGE B12)05-00101 JAMESD&BARBARABROf 1078TAMARA('KTRL NEW I/SI; 1 I $235,000 SFD WITIt ATTACHED 2 CAR GARAGI! BLD05-00139 DENNIS SPENCERCONSTR[ 37 QUAIL VAI.I~EY CT NEW RSF 2 1 $226,000 S.F.I). ~ith two car garage BLD05-00187 MARK BROCKMEYER 28 GREEN MOUNTAIN DR Nlr~\\'' RSF 1 I 5212,000 SFD \VITII A I'TACHED 2 CAR GARAGE t,~,go 5 City of Iowa City mtn, 4q;2005 Extraction of Building Permit Data for '~o: ?~,,2005 Census Bureau Report From 3'3 I;2005 ?yp c ~!7~ Pm-mit Number Name Add~ess II1q}¥ U~ Stories Units VaJuation BLD05-00192 SOUTI1GATE DEVELOPMEN 4045 RUTH ST NEW RSF 0 I $20~,870 SFD WITII ATTACHED 3 CAR GARAGE BLD05-00159 STEVEKOIIL1 ('ONSTRLI(TII 2958 KEEL BOAT LOOP NI'XB RSF 2 1 $170,304 SFD WITII ATTACIIED 2 CAR GARAGE BLD05-00167 ST ENTERPRISES EEC 1437 WETIIERBY DR NEW RSF I 1 S149,955 SFD WFIH ATTACHED 3 CAR GARAGE B1,I)05-001'22 FRANTZ CONSTRUCTION CI 3301 WINTI~RGREI~N DR NEW RSF 1 1 S140,090 SFD W1TII A~ITACIIEI) 2 CAR GARAGE BE1)05-00143 STEVE KOIILI CONST 2072 KEEl. BOA~I I.OOP NEW RSF 1 1 5130,000 S.F.D. with two car garage Tolal NEW/RSF permits: 10 Total Valuation: $2,026,420 Bi_D05-00101 ANTOINETTE PiNAULI' 1165 S RIVERSIDE DR OTil NON 1 0 $1,000 Change of use Tolal OTH/NON permits: 1 Total Valuation: SI,000 BLD054)0176 JEFFREYF&MARGARETA 821JEFFEI~SON ST REP NON 2 0 S22,978 Retool BLD05-00211 RI(THA~T&MARYEDAV 201E BENTON ST REP NON 3 0 55,700 REROOF BLD054)0169 BRETT TiIOMAS 13 -15 S LINN ST REP NON 3 1 S1,000 REPAIR BAR TO AS ON ORIGINAl. PLANS Tolal REP/NON permits: 3 Total Valuation: $29,678 BID05-00173 SOUTHGATEDEVEEOPMEN 1906 BROADWAYSI' REP RMF 2 1 $55,000 Fire repair Unit #1 BED05-00202 PKT PROPERTIES 108 RIVER ST RISP RMF 3 0 $17,000 REPI.ACE DOORS FOR FRATERNITY BE IIDING BED05-00172 SUE NEWMAN PROPERTYN 25 LINCOLN AVE ~24 REP RMF 1 1 $16.000 DECK REPAIR OF RMF UNITS Total REP/RMF permits: 3 Total Valuation: $88,000 BLD05-00153 CHARLES STANiER 529 BROWN ST REP RSF I 3 $13,300 FOUNDATION REPAIR OF SFD IN tlISTORICA1, DISTRICT BLD05-00189 GINNEBERGE, LORIE R 1920 PRAIRIE DU CHIEN R REP RSF 1 I $10.000 ADD TRUSS ROOF SYSTEM OVER EXISTING FLAT ROOF BLD05 00116 NORVAE TUCKER 1600 PRAIRIE DIJ CHIFN R REP RSF 1 1 $5,273 WINDOW REPEACEMENT FOR SFD BID05-00133 SHEELEY J BEUE 329 N LUCAS ST REP RSF I 0 S4,800 Replace fl'ont deck. This is not an expansion. Replace roof over kitchen addition. BLD05-00140 BI~D MCDOWELL 1721 DOVER ST REP RSF 2 0 $32)00 Replace uncovered wood deck ~,~,g~, ¢, City of Iowa City m~,, 4,~,'2oos Extraction of Building Permit Data fbr ~o: ~,q:00s Census Bureau Repo~ From ~31/2005 Type POI mil Nmllbcr Name Address lmpr ~J~' Stories [ InilS VaJuatiOl~ BLD05-00150 JEFEREY FINK 131 WEST SIDE I)R REP RSF 2 1 S1,000 REPAIR STAIRS TO SCREEN PORCH B1,1)05-00141 JIM TnlBODEAU 2 KNOLLWOOD LN REP RSF 2 0 5900 Repair x~atcr damage Total REP/RSF permits: 7 Tolal Valuation: S38,273 GRAND TOTALS: PEIiMITS: 69 VALUATION: $9,777,943 MINUTES DRAFT PLANNING AND ZONING COMMISSION ~ i i MARCH 17, 2005 EMMA J. HARVAT HALL MEMBERS PRESENT: Beth Koppes, Dean Shannon, Bob Brooks, Ann Freerks, Jerry Hansen MEMBERS EXCUSED: Don Anciaux STAFF PRESENT: John Yapp, Mitch Behr OTHERS PRESENT: Tom Gelman, Victoria Concha, Regina Alatalo RECOMMENDATIONS TO CITY COUNCIL: Recommended approval / no change to REZ04-00030 Conditional Zoning Agreement items #5, #7, #8 by a vote of 5-0. Recommended approval of modification(s) to REZ04-00030 Conditional Zoning Agreement items #2 and #3 as listed in Staff Report of 3/11/05 by a vote of 5-0. Recommended approval of modification to REZ04-00030 Conditional Zoning Agreement item #1 that the developer/sub-divider will fund 100% of the cost of the north le.cl of Naples Avenue and 100% of the cost of turning lane improvements on Highway 1 into the development; the public will fund 100% of the cost of the south leg of Naples Avenue and 100% of the cost of turning lane improvements related to the south leg of Naples; the developer/subdivider will fund 100% of the cost o: traffic signal improvements at the Naples venue / Highway 1 intersection by a vote of 3-2. Shannon and Brooks voted against. Recommended approval of modification to REZ04-00030 Conditional Zoning Agreement item #4 as listed in Staff Report of 3/11/05 by a vote of 3-2. Koppes and St-annon voted against. Recommended approval of modification to REZ04-00030 Conditional Zoning Agreement item #6 as listed in Staff Report of 3/11/05 by a vote of 3-2. Koppes and SI-annon voted against. Recommended approval of modification to REZ04-00030 Co ~ditional Zoning Agreement item #9, "In lieu of a sidewalk being constructed along the Highway 1 frontag,~, the developer/subdivider will pay for the paving cost of a four-foot sidewalk flit is installed within lO-yeats" by a vote of 4-1. Brooks voted against. CALL TO ORDER: Brooks called the meeting to order at 7:32 pm. PUBLIC DISCUSSION OF ANY ITEM NOT ON THE AGENDA: There was none. REZONING ITEM: REZ04-00030; Reconsideration of an application submitted by ,lames Davis for a rezoning from County A-1 to CC-2, Community Commercial (approximately 16.05 acres), C1-1, Intensive Commercial (approximately 20.22 acres), CO-1, Office Commercial (approximately 10.92 acres) and RR-1, Rural Residential (approximately 2.83 acres), for property located north of Highway 1, west of Highway 218 and east of Kitty Lee Road. Yapp said at the 2/17/05 meeting the Commission had reccmmended approval of the annexation and rezoning of the MWD Davis Addition property item ANN04-00001/REZ04-00030, subject to a Conditional Zoning Agreement (CZA). Subsequent to that meeting, repre,,;entatives of the applicant had approached City staff with a request to modify some of the recommend~;d conditions for the CZA. The applicant's attorney and City staff had reached an administrative agreement on some of the requested modifications. Other requested modifications or deletions required the Commission's review and vote. Yapp said there has been no request submitted to change the zoning pattern, only the conditions recommended in the conditional zoning agreement associated with the zoning. Planning and Zoning Commission Minutes March 17, 2005 Page 2 Yapp presented an item by item review of the conditions of the CZA. 1. Naples Avenue / Highway 1 Intersection: There s no dispute about the design of the improvements, just about the funding responsibilities far the reconstruction/modifications to the intersection. Yapp said the staff recommendation for a 90% / 10% cost sharing of certain improvements to the intersection was based on traffic projections made in the traffic impact study upon build-out, approximately 90% of the turning traffic will be turning norlh into or out of the Davis development, and approximately 10% will be turning into or out of the south leg or Naples Avenue. The turning traffic caused the need for the traffic signal, not the through traffic. Without the Davis property being developed, no traffic signal would be warranted at this intersection. Hansen asked if the need to line up the traffic lanes at the intersection could have been accommodated differently in the design of the development so the intersection lined up better. Yapp said he thought through the subdivision design process, the developer would lir,e it up as best they could. Currently on the south leg of Naples Avenue there is l-lane in and l-lane out. Tke reconstruction would ultimately result in a 5-lane cross-section with three lanes coming out of the prol)erty and two lanes going into the Davis property. The lane out and the lane in would be wider or farther apart which meant on the south leg of Naples some widening would be needed so the through lines w()uld line up. Hansen asked if total cost estimations for the reconstruction were available. Yapp said no cost projecting or design had been done yet. 2. Access Points & Cueing Space - Naples Avenue design and access: The applicant and Staff had reached an administrative agreement regarding the applicant's requested verbiage changes to this item. 3 Kitty Lee Road Improvements: The applicant and Staff had reached an administrative agreement regarding the applicant's requested verbiage changes to this item. Yapp said it was a City wide policy that the City typicalli:,, paid the oversized costs between a local and a collector street. Any improvements recommended by a traffic study (approved by the City) to predict turning movements related to the proposed land ,Jse of Lot 1 must be completed prior to an occupancy permit being issued for any property using Kitty Lee Road or access. The use of that property is unknown at present. 4.Kitty Lee Road funding: Yapp said the applicant's representatives object to this condition. Staff continues to recommend that the developer/subdivider I:)ay for 50% of the reconstruction costs to reconstruct Kitty Lee Road to a city local street. The Davis property is proposed to be rezoned from agricultural to an intensive commercial use. Having the p~'operty owner pay for these costs will avoid these costs being incurred by the public or by the property owner on the west side of Kitty Lee Road in the future. Freerks asked if a drive was proposed to be placed along the path based on the zoning. Yapp said Kitty Lee Road was considered a local street and there would typically be no access restrictions placed. Yapp said that north of Lot 1, no access to Kitty Lee Road is being proposed, but could be proposed in the future. Hansen asked if it would be possible to throw that out as a condition and replace it with a condition which stated that no access would be allowed to that street. Freerks [~aid that had been discussed at the informal meeting. The Commission had decided that they didn't want to restrict access due to the possibility of different use in the future that the zoning would be the same but the Commission would want to allow an access point. 5. Landscaping: No changes are proposed to this section. 6. Fencing: Yapp said the applicant's representatives object to this condition. Yapp said this was also related to buffering and making sure there was an ap:)ropriate transition to the agricultural rural properties on the west side of Kitty Lee Road which were shown as future residential in the District Planning and Zoning Commission Minutes March 17, 2005 Page 3 Plan. Staff continued to recommend that the design of the fence be approved as part of a site plan approval. Iowa Code allowed cities to impose some reasonable conditions on granting of rezoning requests, over and above existing regulations in order to satisfy public needs directly caused by the change. Given the location that the proposed C1-1 zoning is adjacent to a street that currently provides access to a residential area and is across the street from an area that may develop for residential uses in the future, staff feel that requirements; for a buffer and design considerations as part of the site plan are reasonable. 7. Access Control: No changes are proposed to this section. 8. Sanitary Sewer provision: No changes are proposed to I:his section. 9. Highway 1 Sidewalk: Yapp said the applicant's representatives object to this condition. Yapp said staff is recommending the applicant will pay for only the cost of sidewalk pavement for a 4-foot wide sidewalk. They will not pay for any grading, drainage facilities or associated costs that might be needed. City Code requires sidewalks to be constructed within the public right-of-way frontage. In the past on a sporadic basis the City has sometimes waived this requirement for commercial properties along Highway 1 west of Riverside Drive. Commercial properties in other parts of Highway 1 and Highway 6 such as Riverside Drive, Dodge and Covet'nor Streets have been required to install sidewalks. Given the public's expressed demand for side,,valks and trails the City has been installing them at the public's expense. Because there currently i,'; not a sidewalk network in this area, staff continues to recommend that the applicant pay for the paving cost but not be required to install the sidewalk at this time. A sidewalk would be constructed by the City as a public project at a future time. 9. Kitty Lee Road / Highway 1 Streetlight: Yapp said staff had learned that MidAmerican Energy installs streetlights. Once this property is annexed to the City, the City will have MidAmerican Energy install a street light. Hansen asked how the intersection at the Lodge Development was financed. Yapp said the City and the developer each paid 50% of the tral'fic signal and the Lodge developer paid for the turn lane into their property which had been determined as necessary by the traffic study. This was due to traffic estimates that showed approximately 50% of traffic would use the south versus north legs of the Ruppert Road intersection with Highway 1. For the Westport Plaza traffic signal [Wal-Mart, Cub Foods, Staples] the developer had paid for 100% of the signal and improvements to that property because there was just a single-family house on the north-end of that intersection. The existing Menards intersection had been a t-intersection with Sunset Street. As part of the 19!)6 Conditional Zoning Agreement for that property, the property owner/developer had agreed to pay for al improvements to the intersection including a left turn lane, a right turn lane and a traffic signal. Brooks asked if there had been any improvements required on Sunset Blvd as part of that reconstruction. Yapp said there was an existing small left turn lane for traffic ~urning onto Sunset Blvd. that later the City had improved. Shannon asked for the Naples Avenue traffic counts that had resulted from the traffic survey. Yapp said counts had been done during peak hours. The mormng peak hour count was approximately 250 vehicles north- and south-bound combined. Evening counts had been approximately 240 vehicles per day. These counts were used in the traffic study. Freerks asked Yapp to elaborate with respect to the sidewalks if Staff and the City planned to handle all things along this corridor. Freerks asked if this was a policy change. Yapp said staff was recommendin9 sidewalks, whether it became a policy change remained to be seen. Sidewalk requirements have been waived in the past for propelties with frontage on Highways 1 or 6. Staff learned through the district planning workshops that sidewalk connections are a priority for people who walk to the businesses along the highway. Planning and Zoning Commission Minutes March 17, 2005 Page 4 Hansen asked if it was correct that the City received requests for sidewalks on one side or the other of Highway 1. Yapp said that was correct. Hansen asked if it was the City's intent to run the City trail syste'n on the north or south side in the future. Yapp said currently in the Capital Improvements Program was a proposal to install a sidewalk along Highway 1 west of Riverside Drive, but it does not specify which side of the highway the sidewalk would be on. Koppes inquired if it would be possible to modify CZA item #4 t¢, indicate that "if an access point is granted, at that time the developer will be required to pay 50% of the costs of reconstructing Kitty Lee Road. Behr said he thought there would be a way to do meet Koppes' objective. Freerks asked how that proposal would work with how other developments had been funded. Yapp said this was a unique situation. Lower West Branch Road was a collector street, and the adjacent property owners had agreed to pay 25% of the reconstruction costs versus 50% because it was a collector street. When reconstructing to collector street standards, it w~s more expensive and the street serves a larger area. In another example, the developer had entirely reconstructed a segment of Hummingbird Lane and had paid 100% of the costs. Brooks asked if the Comprehensive Plan forecasted changes in the status of Kitty Lee Road once more development took place. Would it change from a local to a collector street. At present the developer indicated no access from Lot 2 onto Kitty Lee Road. If in the future they wanted to gain access, they would have to get a curb cut permit to get access. What criteria would the City use in granting that permit if Kitty Lee Road had not been improved beyond its current condition. Yapp said if the Commission agreed to what was proposed in the CZA, it would be required that Kitty Lee Road would be reconstructed to the northern most commercial driveway. Yapp showed on an overhead that what was proposed in the District Plan was a collector ,~treet would veer to the northwest along a ridgeline. Low density residential development was proposed fo' the area north on Kitty Lee Road. Behr said if the Commission were not to require any funding for the northern part of the commercial portion and someone came in at a later time requesting access, from ~ legal standpoint if they anticipated wanting an access granted using additional curb-cuts they were much better off requiring road improvements at the zoning stage instead of waiting for it to be imposed at a curb-cu:: permit. Brooks said he was trying to understand the sequence of event:; for reconstruction of Kitty Lee Road. Yapp said he would suggest that if the Commission were to p~'opose a modified condition that it stipulate that a commercial property shall not have access until Kitty Lee Road was improved to City standards. Brooks said they had done something similar on Sycamore Street in the subdivisions where no access had been allowed onto Sycamore Street until it had been impreved Yapp clarified that reconstruction of Sycamore Street must be in a funded year before additional access is permitted. Brooks said he was concerned about allowing any kind of access onto a local street that had not been improved to standards. Koppes said she'd like to see this go one step further to say if ~:hey wanted access they would have to pay for the road to be reconstructed before access was granted. Public discussion was opened. Tom Gelman, attorney for the property owners, said of the 10 proposed CZA conditions, they were basically talking about only four (4). He'd spoken with City Staff about the other requested deletions and/or modifications. Gelman said CZA item #1 placed heavy reliance on the traffic study which was misplaced reliance. The study had not been done for reasonable allocation of expenses and did not look at build out of the properties along Naples Avenue south of Highway 1. It was just a traffic study to determine the impact of Planning and Zoning Commission Minutes March 17, 2005 Page 5 this particular area's development on the traffic needs. He said it was not a good basis to utilize for allocating costs. He said what needed to be looked at was the circumstance - Naples Avenue going northerly was a cul-de-sac and its development was finite. Na31es Avenue going south went out into the county and had development potential, it was subject to future expansion. Gelman distributed aerial photos of the area. Gelman said he would make the argument that the total cost of the traffic signal should be borne by the City as the developer had incurred other costs t<) make this development possible. He had been involved in connection with the Lodge's agreements and a reasonable precedent had been used, where the City and developer shared costs of the traffic signal 50%/50%, so it would be reasonable to use that precedent here too. CZA item #4 - Two tracts were likely to have access onto Kitty Lee Road. The furthest north lot which would likely be used for residential would need to have indirect access. Gelman said with respect to the rest of the roadway he would proposed one of two scenarios: (1) no access at all permitted except the two areas mentioned, or (2) no access until Kitty Lee Road i.'; improved. Gelman said at the time of improvements being made the lot owner should work with the City to arrange cost sharing. To require funding now was premature. Gelman said a second problem with the proposal of the owner paying money now was where did that money go and what would happen to the developer's money if Kitty Lee Road were never improved. He said he didn't think this could legally be done. For road improvement it could be done one of a few clear ways, but this was not one of the ways that was apparent to him in the City Code or the state law. Gelman said the normal ways road costs are obtained are: 1 ) Special assessments which show that the property is particulerly being benefited. 2) Impact fee, would require a specific benefit to that property. Gelman said he thought they could solve this particular problem by restricting access in one of the ways that the Commission had discussed, either one of which would be acceptable. If a segment of Kitty Lee Road is not being used for access, the property owner should not have to pay for it to be improved. CZA item #6 the fencing design issues were resolved because ,:)f the intense landscaping that was planned for that area. The fence would be 95-feet from the road right-of-way. A gas line easement was going to be located in the right-of-way in addition to the intense landscapi%c plan plus a 95-foot planned buffer. Gelman said the requirement that fence design was to be approved without any clarity of what guidelines or design standards would be used was not workable. It would simply be up to Staff's discretion as to what the fence would look like because there were no design standards that (:ould be utilized. The only problem Gelman could see was the wait period for the trees and vegetation to grow which actually was a short-term problem. Gelman said it was inappropriate for Staff to decide an appropriate fence design without set design standards. The redundancy of the fence issue did not m;]ke sense to him. It appeared to be an open ended requirement that the fence was subject to subsequent approval. The landscaping required by the City would screen the fence, which will be 95 feet setback from [he right-of-way. Koppes asked if landscaping was proposed along the south erd of the property where the road had been removed. Gelman said he didn't know. Freerks said that area would be lot one or an intervening lot, it would not make sense to landscape it if it were to be developed in the short term. Gelman said the Menards fence would be 12 to 14-feet high. It would have to be a sturdy fence because it was going to be used for inside storage. It would be landscapec and buffered. CZA item #9- Gelman said this would be a sidewalk to nowhere. The closest residential neighborhood was close to over ~ mile away. Besides the Iowa River Trail there c/ere no sidewalks. Requiring payment was not a requirement that the sidewalk be installed, this was a requirement that the dollar amount be paid to the City to maybe install a sidewalk sometime if ever in the futg~re. There was no legal basis for this item, it was not a sure thing that the sidewalks would even be installed. Gelman said the solution was if and when a sidewalk were installed that the charges should be assessed to that property owner for the cost of the sidewalk. They were asking for a pragmatic and practical approach, such as when the sidewalk is installed then the City should ask for a remedy such as an assessment of the costs. Planning and Zoning Commission Minutes March 17, 2005 Page 6 Victoria Concha 4086 Kitty Lee Road SW, asked for a clarification regarding which two lots were being discussed with respect to CZA item #4 and access. Gelman said it would be the lot at the far north end and the far south end. Yapp indicated the lots on the development lc,t/site map. Concha said the neighborhood had had multiple discussions re!larding a fence and fencing requirements. It would take a long time for the big rows of trees to grow. Currently there was an ancient dilapidated barb wire fence behind the residential lots. She'd mentioned at all the previous meeting that when there had been cows in the area behind their homes, the cows had always walked through that fence and into their yards. The existing neighborhood felt that any type of fencing between the commercial property and the residential properties was essential. Concha said the gate that had been across the private drive was no longer there. It had been installed by some of the neighbors. Concha asked that a CZA condition be required and the developer guarantee that no construction trucks would drive on or utilize the private drive. Yapp said he was not aware of any fencing proposal behind each commercial lot by the developer. It would be as each lot was developed. He doubted that Olde Oak Lane would be used for access by construction traffic. A condition regarding construction traffic would be difficult for the City to enforce. Yapp said Olde Oak Lane was in the County and was privately owned. Gelman said Concha's concerns were very reasonable and he would relay them to the owners so they could be sensitive to these issues as well. Re,qina Alatalo, 3671 Olde Oak Lane SW, said she and Jim Davis each owned ¥2 of Olde Oak Lane. Three houses along Olde Oak Lane had paid over $8,000 to have it improved. It had been very difficult to get the money from some of the neighbors when the improvements had been made. If any construction trucks or non-owners of the private lane used it, she would take them to ,~.mall claims court. Alatalo said if the adjoining lot developed first, there would be no other way to access the last lot. Lot #7 was a swamp, it would be unthinkable to build a house there. She requested that an additional condition be added to the CZA as to how access to Lots #7 and #8 would be provided. Alatalo said she would propose that it would be more sensible to install a sidewalk along Kitty Lee Road and not along Highway 1. The west side of Kitty Lee Road would eventually be residential anyhow so it would be more reasonable to require a sidewalk be installed there. She said the fencing item was an issue, having a fence insta~lled between the commercial property and their back yards was a big issue. Neither Alatalo or any of he~' neighbors wished to have people walking from the commercial property through the trees to their homes. It was a safety concern for their children as well. Behind the Deli-Mart was a fence and trees as well. Alataio said at minimum it needed to be a chain- link fence to make it safe for everyone. Public discussion was closed. Freerks said as a CZA condition, the Commission frequently ~]sked for funds for future sidewalks and/or road improvements. Where did the money go? Behr said the funds are set aside into an account and ultimately applied to that improvement. They could legally add provision in the CZA item that if a sidewalk was not built in 'x' numbers of years that the money would be returned to the developer. The details could be worked out in the papers of the CZA. However this should not be a stumbling block for Commission. The cor cept the Commission should consider was whether they wanted the payment to be borne by the developer or not. Freerks said she disagreed with Gelman, she did not see the si,:Jewalk as a sidewalk to no-where. This was part of a plan for the future. There would be pedestrian traffic using a sidewalk as soon as it was installed and at some point in the future a pedestrian crossway over the highway would have to be installed. Hansen said he was perplexed about the sidewalk issue. There was proposed to be a trail system at sometime, but at present they didn't know if it would be on the r~orth or south side of the highway. To install a sidewalk on the north side, was that the correct side? He w~ndered if making a cost assessment if the Planning and Zoning Commission Minutes March 17, 2005 Page 7 sidewalk became necessary wouldn't be a better option. He wanted to see a sidewalk installed at some point in the future as part of a trail system. There was a large calling for a sidewalk beside Highway 1 now. He frequently saw people walking on the shoulder of Highway 1 now. Freerks asked how had this been done in the past, assessment versus sealing it into a timed condition. Behr said the City had not done special assessment in a long time but it could legally be done. Hansen asked if they could have it as a condition in the future f it became necessary the developer would pay for the cost of the sidewalk. Behr said it would be very difficult to do because it would be placing a lien on the property. It would be a monetary obligation that went with the property with no defir, ite point at which it would take place. He suggested the Commission consider either 1) a special assessment in the future or 2) tie it to a definite date with the rezoning. Freerks said she saw more potential on the north side of the highway for a trail system and walking improvement. The Commission needed to address this CZA condition at this time. Freerks said 900-feet of fence the equivalent of approximately 3 city blocks was important. The fence needed to be something that would blend, especially since eventually there would be residential on one side of it. Freerks said since Olde Oak Lane was still in the county, she was not sure that the City could address the construction traffic issue that had been raised. Shannon asked Behr if it was his final thought on the sidewalk that the City get the money now or the probably never would get the money. Behr said that was not his final thought. There was a legal basis for the Commission to require the payment if they wished to do so. The other proposal made to put an obligation on the land would be difficult to do. Freerks asked about escrow funds. She would be comfortable if the City obtained the funds for construction of a sidewalk now and the funds would revert back to the developer if a sidewalk was not installed in 'x' number of years. Shannon asked what if the Kitty Lee Road property didn't need or want improvements but things moved further north and development occurred so improvement to the Road had to be done as a whole. Even though they had not asked for access to Kitty Lee. Behr said not unless the City was going to special assessment; more than likely the City would bear the cost of the whole improvement if that owner had never requested access. Brooks said the Commission had the option of 1) make no changes to the recommendations already made on this project; 2) recommend approval of the annexation ~nd rezoning subject to an agreement as presented on the memorandum dated 3/11/05; or 3) recommer~d approval of the rezoning with changes to the conditions as requested by the applicant's representatves or as otherwise determined by the Commission. Motion: Freerks made a motion to reaffirm CZA items #2 and #3 as recommended by Staff in the staff memorandum dated 3/11/05, no change to CZA items #5, 7, 8, ~nd to note that MidAmerican Energy would install street lighting at the intersection of Kitty Lee Road ard Highway 1 as soon as the property is annexed to Iowa City. Shannon seconded the motion. The motion passed on a vote of 5-0. Motion: Koppes made a motion that the developer/sub-divider will fund 100% of the cost of the north leg of Naples Avenue and 100 % of the cost of turning lane improvements on Highway 1 into the development; the public will fund 100% of the cost of the south leg of Naples Avenue and 100% of the cost of turning lane Planning and Zoning Commission Minutes March 17, 2005 Page 8 improvements related to the south leg of Naples; the developer/subdivider will fund 100% of the cost of traffic signal improvements at the Naples venue / Highway 1 intersection. Freerks seconded the motion. Freerks said the traffic counts showed that improvement.'~ to the intersection were needed with development of the Davis property. Shannon said he agreed with most of the motion. However he felt a 50% - 50% split for the traffic signal would be fair. The southbound traffic would increase at some t me. It was a win-win for the City. Currently the City was getting zero percent for property taxes for this area Hansen said he felt the traffic signal was 100% for the developer. It would not be warranted if no development were to occur on the Davis property. Brooks said he agreed with Shannon. He felt a 50%-50% split were reasonable. He did not support the developer having to fund 100% of the cost of the traffic signal as the southern area would become more attractive and grow. Hansen asked if it was expected that the City would incur the expenses so that the developer could develop his property. Freerks said that is not how it had been done in the past. Hansen and Freerks said they could not support the City payin~c: for the developer/subdivider to improve his land. Koppes said she saw the motion as a compromise. The motion passed on a vote of 3-2, Shannon and Brooks voting in the negative. Motion: Hansen made a motion to keep CZA item #4, requiring the developer/subdivider to pay 50% of the cost of future reconstruction of Kitty Lee Road, as initially recommended by Staff with no modifications or changes to it. Freerks seconded the motion. The motion passed on a vote of 3-2, Koppes and Shannon voting in the negative. I~lotion: Freerks made a motion to keep CZA item #6, requiring the design of a fence along the north and west sides of the Davis property being subject to staff approval, recommended by Staff with no modification or changes to it. Hansen seconded the motion. Freerks said three city blocks would be a long fence. She w~s confident that Staff would recommend a reasonable design, nothing outrageous. With potential future development to the'west, it was important to look at the fence and have a good transition. Koppes said she agreed with the developer as the fence would be 95-feet from the right-of-way and have lots of landscaping. Shannon said he could not support this motion. Hansen said it was important to consider how long it would raise the landscape and trees to mature. The fence could potentially be rotted and gone by then. Brooks said the existing Menards fence faces the airport. This ~ence will face a public right-of-way and will be visible from Highway 1. He requested staff and the developed'to work together to utilize the landscape to soften the fence and make it as appealing as possible. The motion passed on a vote of 3-2, Shannon and Koppes voting in the negative. Koppes asked Behr what a reasonable time line would be ~'eturn of the developers funds. Behr said 10 years was typical for escrow funds. Planning and Zoning Commission Minutes March 17, 2005 Page 9 Motion: Koppes made a motion to keep CZA item #9, requiring payment for a future sidewalk along the Highway 1 frontage as initially recommended by Staff with the modification that if a sidewalk was not installed within 10-years the funds would be returned to the developer. Brooks said he felt without an already adopted City plan that showed a future sidewalk and or trail, it would be hard to ask the developer to put the money in escrow for something that may or may not happen in the future. He supported the need for a pedestrian biking and walking trail. Brooks said without a master plan with sequencing of funding he could not support tying up the developers funds or requiring the developer to pay funds. Hansen asked if an overhead pedestrian overpass would be installed over Highway 218, who would maintain it? Yapp said the City, not the DOT, maintains pedestrian facilities in state highway rights-of-way. Freerks said she was in favor of safety. If a sidewalk was not developed or installed within 10-years, then the funds should be returned to the developer. Behr said City Staff could work with the applicant's representat ve(s) with respect to funding and whether it would be payment upfront or some other mechanism. Hansen asked if interest was paid on escrow funds. Behr said typically not. Staff would try to work it out so the money was not just sitting there. What the Commission needed to deal with was the concept that the developer needed to pay for a sidewalk installed or not; and installed within a certain period or not. Amended Motion: Koppes made an amended motion "In lieu of a sidewalk being constructed along the Highway 1 frontage, the developer/subdivider will pay for the paving cost of a four-foot sidewalk if it is installed within 10-years". Freerks agreed to and seconded the amended motion. The amended motion passed on a vote of 4-1, Brooks voting in Ihe negative. Yapp said the Commission's recommendations would be forwarded to City Council. OTHER ITEMS: None. CONSIDERATION OF THE MARCH 3, 2005 MEETING MINUTES: Motion: Hansen made a motion to approve the minutes as ti:tped and corrected. Freerks seconded the motion. The motion passed on a vote of 5-0. ADJOURNMENT: I~lotion: Koppes made a motion to adjourn the meeting at 9:15 i)m. Freerks seconded the motion. The motion passed on a vote of 5-0. Elizal~eth Koppes, Secretary Minutes submitted by Candy Barnhill s:/pcd/mlnutes/p&z/2005/3 17 05 doc