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1999-04-06 Info Packet
IP1 IP2 IP3 IP4 I IP5 IP6 IP7 IP8 IP9 IP10 IPll IP12 IP13 IP14 IP15 IP16 IP17 IP18 IP19 IP20 IP21 IP22 IP23 IP24 CITY COUNCIL INFORMATION PACKET April 2, 1999 APRIL 5 WORK SESSION ITEMS Memorandum from Community Development Division: FY00 Project Resource Book [Book in Council packets only] Memorandum from Gretchen Schmuch (Chair, Housing and Community Development Commission): FY 2000 CDBG and HOME Allocations Letter from The Rev. Robert Dotzel (Lutheran Campus Ministry) to City Manager: CDBG Grant Proposal (Senior Center Commission): Iowa Avenue Parking Ramp MISCELLANEOUS ITEMS Memorandum from City Manager: Landfill Gas Collection - Update Memorandum from City Manager Senior Center Coordinator: Chamber of Commerce- Senior Citizen Participation Memorandum from Assistant City Manager: Downtown Spring Clean-Up Letter from Arlene Heck (TCI) to Assistant City Manager: Merger of AT&T and TCI Memorandum from City Clerk: Summer Council Meeting Schedule Memorandum from Assistant Transportation Planner Yapp: Iowa River Corridor Trial Update Memorandum from Associate Planner Yapp: Proposed Lighting Standards Memorandum Iowa City Planning and Zoning Commission: Hollywood Manor Part 6 Memorandum from Transit Manager: Sources of Revenue for Transit Budget Memorandum from Denny Gannon: WooIf Avenue Bridge Memorandum from Kevin Slutts to Public Works Director: Fire at Mondos Letter from John Gavin to Public Works Director: Street Bricks Letter from Senior Center Coordinator to Steve Dowd: Grant East Central Iowa Council of Governments FY 2000 Workplan [Vanderhoef] East Central Iowa Council of Governments Agency Budget- Fiscal Year 1999-2000 [Vanderhoef] East Central Iowa Council of Governments Update-Jan/Feb 1999 [Vanderhoef] Minutes: November 30 East Central Iowa Council of Governments [Vanderhoef] Article: Learn More about Deregulation [Vanderhoef] Electric Restructuring by Office of Consumer Advocate Agendas: April 1,5, and 6 JC Board of Supervisors April 2, 1999 Information Packet page 2 Agenda for the April 6, April 7 meetings of the Board of SUpervisors. Information regarding the Transit Route Stude. Memo from City Clerk regarding summer meeting schedule (revised) May - October. City of Iowa City MEMORANDUM DATE: April 2, 1999 TO: City Council and City Manager FROM: Community Development Division RE: FY00 Project Resource Book For your information and use we are forwarding a copy of the FYO0 Project Resource Book. This book contains all of the information relating to the FY00 Community Development Block Grant (CDBG) and HOME Investment Partnerships Program (HOME) allocations. The Project Resource book contains staff memos, minutes from the Housing and Community Development Commission (HCDC), project rankings and copies of all of the applications we received for FYO0 funding. Most importantly, section three of this book shows the projects recommended for funding and the amounts. Under separate cover the HCDC will be forwarding their justifications for the FY00 budget recommendations that will also be included in your packet. The HCDC has scheduled time to discuss these recommendations with you during the April 5 work session. If you have questions about the process or the HCDC recommendations please call Maurice Head, Steve Nasby, or Stephen Long at 356-5230. . ~..~e,~ , CITY OF I0 WA CITY PROJECT RESOURCE BOOK CDBG and HOME Funds 1999 (FY00) Department of Planning and Community Development City of Iowa City 1999 (FY00) Community Development Block Grant (CDBG) and HOME Funds PROJECT RESOURCE BOOK Submitted by: Housing and Community Development Commission Gretchen Schmuch, Chairperson William Stewart, Vice-Chair Dan Coleman Bob Elliot Rick House A. Denita Gadson Jayne Moraski Lucia Mai-Page Kathleen Renquist March 30, 1999 COMMUNITY DEVELOPMENT DIVISION DEPARTMENT OF PLANNING & COMMUNITY DEVELOPMENT CITY OF IOWA CITY TABLE OF CONTENTS PART I EVALUATION 1. Memo from Community Development Staff- Comments on Projects.. p. 1 2. Memo from Linda Severson - Human Service Agency Requests ..... p. 10 3. Memo from Community Dev. Staff- Ranking & Funding Scenarios... p. 13 4. Example of Ranking Form ................................... p. 20 PART II MINUTES OF PUBLIC MEETINGS Public Hearings - Applicant Presentations February 17, 1999 ......................................... p. 21 February 18, 1999 ........................................ p. 33 Discussions of 1999 (FY00) Funding Requests March 4, 1999 ......................................... p. 41 March 24, 1999 ............................................ p. 52 3. HCDC Project Rankings/Average Allocations ..................... p. 61 PART III PROJECTS RECOMMENDED FOR FY00 CDBG AND HOME FUNDING CDBG and HOME Applications .................................. p. 62 PART IV PROJECTS NOT RECOMMENDED FOR FY00 CDBG AND HOME FUNDING CDBG and HOME Applications .................................. p. 283 PART V PROJECTS WITHDRAWN CDBG and HOME Applications .................................. p. 343 PART I EVALUATION 1. Memo from Community Development Staff- Comments on Projects ....... p. 1 2. Memo from Linda Severson - Human Service Agency Requests .......... p. 10 3. Memo from Community Dev. Staff - Ranking & Funding Scenarios ......... p. 13 4. Example of Ranking form ........................................ p. 20 City of Iowa City MEMORANDUM Date: To: From: Re: February 24, 1999 Housing and Community Development Commission Community Development Division Staff FY00 CDBG and HOME Fund Allocation As you requested, this memo provides some additional information on the projects requesting CDBG and HOME funding, as well as comments from staff regarding issues you may want to discuss at your March 4 meeting. Additionally, this memo includes staffs evaluation of the strengths and weaknesses of each project. Staffs evaluation identifies the regulatory, statutory and other possible compliance concerns with regard to the CDBG and HOME programs. Linda Severson, the Human Services Coordinator, has also provided a memo regarding the Human Service Agencies applying for funding. Estimated Sources of Funds This year the Housing and Community Development Commission will allocate $1,586,000 in FY00 CDBG and HOME funds, $61,691 of unprogrammed funds, and an estimated $102,309 of program income for a total budget of approximately 1,750,000. Request for CDBG and HOME funds combined total $2,723,656 this year which is about $961,556 dollars in excess of what is potentially available for projects. The Commission need not distinguish between CDBG and HOME funds in making its allocation. The staff will split the funds to conform with the regulations of the two programs after you have made your recommendations. Remember that each category (economic development, housing, public facilities and public service) has a set-aside amount of funding based on the CITY STEPS Plan. The funding amounts in these categories are flexible with the exception of public service. Regulations require that we only spend 15% of our total CDBG allocation including program income for public service activities. This amount is $156,450, of which $105,000 has been committed to the Aid to Agencies budget, leaving $51,450 available for allocation to public service projects. Comments on Projects by Category I. Economic Development Projects - Amount of Set-aside $162,000 (9%) Institute for Social and Economic Development (ISED) - Micro-enterprise Training Amount of Request: $34,000 Grant ISED received CDBG funding in FY 95, FY96, FY97 and FY98 to provide business training and during this time they have assisted in the creation or expansion of 16 local businesses. They have also established follow-up and documentation techniques to determine the long-term success of each business, although it is still too early to determine the outcome of many of the businesses. A strong relationship with Mercantile Bank to arrange financing for the businesses has also occurred. In addition, ISED will offer a new component this year to assist those that do not start business with job placement through their business contacts. PROS · Direct benefit to low income persons and businesses · Meets economic development goals of CITY STEPS · Helps people not starting a business find a job · Meets program requirements CONS · Lack of income mixes and skill levels of participants · Cost higher than in past years compared to number of people served II. II. Public 1. Facilities - Amount of Set-aside $126,850 (7%) Community Mental Health Center - Rehabilitation Amount of Request: $49,565 Grant The property owned by Mid-Eastern Iowa Community Mental Health Center at 507 E. College Street is in need of extedor repair. Restoration include replacing the internal gutters with new exterior gutters; reroofing the main part of the building and porches; repair of the eaves, installing storm windows and painting the exterior of the building. PROS · Funding will help maintain the property · Match funding is provided by the agency · Serves a lot of people · Meets program requirements CONS · Other funding options have not been fully explored (Johnson County, equity loan, etc) Evert Conner Center - Downtown Accessibility Amount of Request: $24,000 Grant The project would update the 1996 Guide to Accessible Features of Restaurants, Cares and Bars in Downtown Iowa City. The second part of the request is to make accessibility improvements to downtown businesses. PROS · Brochure identifies accessible businesses downtown · Provides accessibility improvements for downtown businesses · Provides a low income benefit and high CITY STEPS priodty 3 CONS · Businesses not identified · Cost estimates for the typical accessibility improvements not available · Have been slow in meeting program requirements last year Free Lunch Program - Kitchen Rehabilitation Amount of Request: $7,500 Grant The project requests CDBG funds to purchase a new commercial stove and rehabilitate the kitchen area. These improvements will enable the Free Lunch ProgramRVesley Foundation to continue serving 28,000-30,000 meals annually to primarily low- income persons. PROS · Big return for small amount of CDBG funds · Many volunteers are involved in program CONS · Improvements may occasionally be used by church Hannah's Blessing Day Care Center - Acquisition Amount of Request: $75,000 Grant This project requests funding to purchase a building to expand existing home- based childcare and family development service.' The project would target children between the ages of 0-2 years and also provides day care services for preschoolers ages 3-5. The vast majority of the families to be served would be low and moderate-income households. PROS · Fulfills a big need in the community · High CITY STEP pdority and compliments the goal of self-sufficiency · Appears to be good coordination with other service providers CONS · No site identified · DHS would account for about 95% of operating income City of Iowa City - Miller-Orchard Neighborhood Park Acquisition and Dev. Amount of Request.' $215,000 Grant The Miller-Orchard Neighborhood has been identified in CITY STEPS and the Comprehensive Plan as having a deficiency in open space. The Neighborhood Association is requesting funding to purchase land and develop a neighborhood park to address this need. Recently a 2-acre parcel of undeveloped property directly across from Roosevelt Elementary School has become available for sale. 4 a = PROS · Improves recreational opportunities for the neighborhood · Strong neighborhood support · The project can be phased · Leverages park improvement acquisition funds CONS · Land is expensive · Access to site could be an issue Old Brick - Accessibility Amount of Request: $65,395 Grant Old Bdck requests funding to install an elevator in their building to provide accessibility between the lower and upper-level floors. Presently several human service agencies that assist low-income persons occupy space in the building. This improvement would greatly enhance the ability of clients to access services and events in the building. The elevator is part of a larger effort by Old Brick to renovate the entire building. PROS · Provides accessibility to the second floor and agencies · Provides a low income benefit · Strong community support for Old Brick renovation supports human service CONS · Other sources of funding not yet committed Salvation Army - Facility Improvement Amount of Request: $65,395 Grant The Salvation Army has secured its first permanent facility at 1116 Gilbert Court. This request is for the renovation of the kitchen and other areas of the new building to maintain and increase services to the clients of the Salvation Army. PROS · Better services could be provided with a new kitchen and updating the facility · Leverages other pdvate resources · Direct benefit to low income persons CONS · Project does not repay funding III. Housing Projects -Amount of Set-aside $ $1,026,100 (57%) 1. City of Iowa City - Affordable Housing Funding Pool Amount of Request: $150,000 Loan Increasing the supply of affordable housing is one of the main objectives of the Affordable Housing Funding Pool. The program would provide limited gap financing for affordable housing projects that are unable to compete in the annual CDBG and HOME funding cycle. The gap financing would be limited to 10-15% of the project costs and would be repaid within a 10 -year period. PROS · Provides low interest financing for affordable housing developers · Provides opportunity to increase the supply of affordable housing · Program recycles HOME funding from repayments CONS · Received limited applications in the first round · The program is new and unproven City of Iowa City - Affordable Housing Design Competition Amount of Request: $25,000 Grant The design competition purpose is to build one single-family affordable housing unit that can be replicated and used to build other affordable units. The design must be aesthetically pleasing and be achievable to build in affordable pdce ranges. The applicant with the winning design and construction plans would receive free title to a residential lot and have one year to build the affordable housing unit. PROS · Provides an opportunity for innovative housing designs and construction techniques from the pdvate sector · Provides a homeownership opportunity for one low income household · Construction of model home CONS · Lot not identified · Lack of low cost lots in some neighborhoods City of Iowa City - Housing Rehabilitation Program Amount of Request:. $300,000 Grants and Loans The Housing Rehabilitation Program has been the linchpin of the City's affordable housing program since 1979. This program assists low-income homeowners, and helps to maintain Iowa City's affordable housing stock. Over 500 homes have been rehabilitated over the years. While the average cost per unit is approximately $11,525 (which includes soft costs), the benefits are numerous. PROS Helps maintain the older affordable housing stock Assist primarily homeowners at 50% and below median income The vast majodty of the rehab funding is in the form of loans Program recycles CDBG and HOME funding from repayments CONS · Funding options are limited to CDBG and HOME · Expenditure rate for FY99 funding slow Coldren Retirement Residence - Rehabilitation Amount of Request: $6,000 Grant CDBG funds are requested to replace the boiler at the Coldren Retirement Residence. The Coldren home will request additional matching funds from the Iowa Finance Authority. These funds will address the balance of improvements at the facility such as replacing the water conditioner, repairing basement walls, building a ramp and installing new windows, basement door and window well- cover. PROS · Makes the Coldren Home more energy efficient · Fills a gap and need in the community by serving frail seniors · Direct benefit to very low-income eldedy CONS · Other funds for the project not yet committed Elderly Services Agency - Small Repair Program Amount of Request: $28,000 Grant ESA has operated the Small Repair Program for 14 years, and there is an on- going need for this service. At the average cost of about $264 for small projects and $2,506 for larger projects, this program gets a big bang for the buck. It also allows elderly people to remain safely in their homes. PROS · Helps maintain housing for persons with a disability and/or elderly · Provides an option for homeowners to stay in place safely · Cost effective program that assists a lot of households · Meet all reporting requirements CONS · Funding options limited to the CDBG program · Mostly public funding Greater Iowa City Housing Fellowship (GICHF) - Acquisition and Rehab of Existing units Amount of Request: $300,040 Loan GICHF is a Community Housing Development Organization (CHDO), whose mission is to expand the supply of affordable housing. GICHF currently owns and operates 67 rental units. A goal for this non-profit is to become self-sufficient, and not be dependent upon outside operational funding. To enable this CHDO to be self-sufficient, it needs to manage approximately 80 -100 units. PROS · Creates affordable rental housing inventory for low income households · Provides housing for small families · Maintains long term affordability, exceeding HOME requirements · Demonstrated capacity to do project · Expanding into Coralville CONS · Makes a payment in lieu of taxes · The FY99 program has not started HACAP - Acquisition of Transitional Housing Amount of Request: $190,000 Grant HACAP is a Community Housing Development Organization (CHDO) whose mission as a CHDO is to expand the supply of affordable housing. HACAP currently owns and operates 18 rental units at Broadway and a number of other units in its transitional housing program. A goal of this non-profit is to acquire additional existing low-income rental units to support the needs of low-income households. This project involves acquiring two fourplexes located at 2721 and 2727 Muscatine Avenue. PROS · Other HUD funding to acquire property is committed · Provides transitional housing units and fills a need in the community · Maintains long term housing affordable · Provides supportive services with affordable housing for families. CONS · Creates no new housing units · All public funds Walden Hills Senior Housing Phase I - Rental Housing Construction Amount of Request: $275,000 Loan at 1% The project is the first phase of a 120 unit senior housing project located in the Walden Hills Subdivision. This facility is an independent living senior project with optional services available to the tenants as they age in place. The project will meet the needs of seniors in the category of 60% and below median income. This is a new activity that has received tax credit approval from the State of Iowa. PROS · Meets a need identified in CITY STEPS and Maxfield Report · Will provide new rental housing options for elderly households · Financing, zoning and infrastructure are in place · Repayment of HOME funds CONS · Project appears to be heavily subsidized · Rent breaks are at Fair Market Rents · Slow to meet program~ements for Saratoga Springs 8 o 10. Walden Hills Senior Housing Phase III - Rental Housing Construction Amount of Request: $275,000 Loan at 1% The project is the third phase of a 120 unit senior housing project located in the Walden Hills Subdivision. This facility is an independent living senior project with optional services available to the tenants as they age in place. The project will meet the needs of seniors in the category of 60% and below median income. This is a new activity that has received tax credit approval from the State of Iowa. PROS · Meets a need identified in CITY STEPS and Maxfield Report · Will provide new rental housing options for eldedy households · Financing, zoning and infrastructure are in place · Repayment of HOME funds CONS · No other funding committed · First phase of this project has not started · Can be considered in the FY01 cycle · Slow in meeting program requirements Successful Living - SRO Rehabilitation Amount of Request: $15,295 The project involves remodeling the kitchen at the SRO fadlity located at 716 N. Dubuque Street. This facility houses 21 persons with incomes at or below 30% of median income. With the kitchen remodeled, Successful Living staff would be able to teach one-on-one cooking skills to clients. The second part of this request is for emergency set aside funds to be used to pay for damages caused by tenants. Successful Living would reimburse D & K properties for rental damages caused by persons living in the SRO units. PROS · Provides benefit to very low-income households · Improves life skills of clients and promotes independent living · Low rehabilitation cost per clients served CONS · Financial need not well documented · The emergency set aside may not be eligible to fund IV. Planning 1. City of Iowa City - Downtown Evaluation Amount of Request: $35,000 9 This downtown evaluation will consist of an analysis of the downtown's current retail and office climate and operations. The study will determine downtown's future retail and office potentials, including a listing of business types that have the potential to successfully expand or be recruited to downtown. An enhancement and recruitment strategy is also part of the evaluation. PROS · Compliments downtown renovation activities · Addresses a community wide issue CONS · No commitment from pdvate sector · 100% public funded IV. Administration and Planning A maximum of 20% of CDBG and 10% of HOME funds or ($252,800) can be used for administration and planning activities. In our overall budget we have allocated $208,600 or about 12% of these funds for administration activities. Unprogrammed Funds In the past we have tded to leave 5 to 10 percent of the total budget unprogrammed to allow for contingency expenses such as cost overruns and unexpected expenses. For reporting purposes HUD has eliminated the unprogrammed category, these contingency funds will now be placed in the administration category but used in the same manner as in the past. ppdcdbgVnem~funding. doc :..,CCOG Date: To: From: Re: February 25, 1999 HCDC Members L' d JCCOG Human Services Coordinator on,~n Public Service Agencies Attached is information about the funding requests for public service projects. If you have any questions or need additional information, please feel free to contact me at 356-5242. I0 Public Services Projects 1. Community Corrections Improvement Association - Youth Leadership Program Amount of Request: $23,000. O0 (grant) The Youth Leadership Program offers a proactive prevention program for youth in Johnson County. In cooperation with the school districts, youth are identified at the end of fifth grade and are offered the opportunity to participate in this seven year program. Pros Prevention program that helps youth develop strategies that can be used throughout life. Cons Additional program costs as number of youth increase without identified sources of ongoing funding. FY00 request is a 35% increase over their FY98 CDBG grant. 2. Furniture Project- Domestic Violence Intervention Program Amount of Request: $13, 688 (grant) The Fumiture Project is a unique program that seeks donations of furniture from the community and distributes it to individuals and families who are setting up a new household. The project received CDBG funding in FY96 of $10,000, FY97 of $7,500, FY98 of $7,500, and FY99 of $8,300. Pros · Has support from social service agencies that work with people who have household needs. · Combines recycling furniture and helping people furnish their homes. · 91% of the recipients had a yearly income in the 0% to 30% of median income. Cons · Difficulty in locating stable ongoing funding. 3. Mayor's Youth Employment Program (MYEP) - How to Get and Keep a Job Amount of Request.' $25,000 (grant) This program would assist individuals who are over 16 years of age and low-income. The focus would be on how to apply for and maintain a job with emphasis on "soft skills" (work habits such as reliability, communication, problem solving, and paperwork). Post employment support for the individual and employer would be offered. Pros · Assisting people to develop lifetime work habits. · Projected 800 volunteer hours of professional/business expertise and experience. · Agency's history and experience with employment training and placement. Cons · Vague on recruitment of participants. jccogi~s/menvpuDIser~ .doc 4. MidAmerican Housing Partnership - Home Buyers Certification Program Amount of Request: $6,473 (grant) This program would offer a six (6) hour pre-purchase education course (quarterly) for first-time homebuyers who are in the low to moderate income range. It would help individuals understand the process of purchasing a home and determining their financial resources and obligations. Pros · Upon successful completion, the individual may have access to a variety of funding sources. · Cooperative effort with the Department of Human Services' Individual Development Account program. Cons · This may duplicate programs offered by ISU extension. 5. Successful Living - Supportive Housing Project Amount of Request: $15,000 (grant) Successful Living offers support service (along with housing) to individuals who have been homeless, have very limited income and may have other barriers (mental illness, substance abuse) that complicate the process of establishing a stable living environment. They are requesting funding to maintain and increase (additional 15 hours per week) the support services component. Pros · Support services have been identified as a key component in assisting people to establish stable lives. · Successful Living has developed several contracts with other funding sources (e.g., the Mental Health/Developmental Disabilities Unit). Cons · No identified source of continued funding for individuals (who have been homeless) without another barrier identified. Attachment jccogiqs/mem/publserv.doc jccoghs/menvl~jolslt'v.doc City of Iowa City MEMORANDUM DATE: TO: FROM: RE: March 18, 1999 Housing and Community Development Commission Community Development Division Staff FY00 Ranking of CDBG and HOME Projects To provide the Housing and Community Development Commission with several options for the FY00 CDBG and HOME discussion, staff has comprised four scenarios that include funding for projects based on the ranking sheets of each Commission member. The rankings have been compiled into spreadsheets for the Commission to review and consider. Below is a brief analysis indicating the strengths and weaknesses of the each scenario. Scenario #1 - Funding Based on Average Allocation Amounts This scenario reflects a funding allocation based on the composite result of individual Commission members funding of each project. Projects are funded based on the average allocation received from the Commission. In this scenario, 23 projects are funded (one Economic Development project, seven Public Facilities projects, five Public Service projects, nine Housing projects and one Planning project). However, some of the projects with lower averages received reduce funding levels that may impact project feasibility. The Evert Conner Center Accessibility project and City of Iowa City Downtown Study received allocations of $1,778 and $5,556 respectively, but these projects did not receive the minimum score (60 points) to be eligible for funding. On the other hand, the Iowa City IHA Senior Housing III rental project received the second highest ranking by the Commission, but was not allocated any funding because the start date of the project is not until next year. Overall, scenario #1 provides assistance to the broadest spectrum of projects. Scenario #2 - Reduced Funding Allocation for High, Medium and Low Projects In scenario #2, projects are funded by a fixed percentage based on their ranking. The high, medium and low ranked projects are prorated to 80%, 70% and 50% respectively from their original funding request. The funding levels for projects are lower than requested to allow more projects to be funded. At the 80% funding level, there are four Housing projects, two Public Facilities projects and one Public Service project funded. Seven projects receive funding in the medium category, four Housing and three Public Service projects. In the low funding level, two Public Facilities projects, one Housing project and one Economic Development project are funded. In this scenario, 18 projects receive funding. Again, some projects may not be viable with such reductions in funding. Scenario #3 - Allocation by Project Categories In scenario #3, allocations are based on project categories (Economic Development, Public Facilities, Public Service, Housing and Planning). Each category is limited by the funding guideline identified in CITY STEPS. Funds are allocated to the highest-ranking projects in each category until the funding runs out. The funding cap for the Economic Development category is $162,000. The spreadsheet shows only one economic development project. The project funded is ISED ($34,000). After funding ISED there remains $128,000 to be allocated in the other project categories. FY00 Ranking of CDBG and HOME Projects March 18, 1999 Page 2 By statute, only $51,450 is available for Public Service activities. In this scenario, three Public Service projects are funded. The projects are Successful Living ($15,000), Mayor's Youth Employment Program ($25,000), and DVIP Furniture project ($11,450). The DVIP Furniture project is reduced by $2,238, since it is the next lowest ranking project in the Public Service category. Two projects are not funded in this category, CCIA and MidAmerican Housing partnership. There is $126,850 available for Public Facilities. The projects funded in this category are the Salvation Army ($65,395), Free Lunch Program ($7,500), CMHC ($49,565), and Old Brick ($4,390). The Old Brick project is reduced by $65,610, with respect to the funding cap in the Public Facilities category. Three projects receive no funding in this category. They are Miller- Orchard Neighborhood, Hannah's Blessing and Evert Conner Center. In the Housing category, we have $1,026,100 available. Using this method, four Housing projects are funded. The projects funded are Iowa City IHA Senior Rental Housing I ($275,000), Iowa City IHA Senior Rental Housing III ($275,000), GICHF ($300,040) and the Rehab Program ($176,060). The Rehab Program is reduced by $123,940 to round out the funding available in this category. Projects not funded are HACAP, Coldren Retirement Residence, Successful living, City of Iowa City Affordable Housing Funding Pool, ESA and City of Iowa City Affordable House Design. In the Planning category the City of Iowa City Downtown Study is not eligible for funding since the project scored below 60 points. The amount requested for the study was ($35,000). Scenario #3 provides assistance to only 12 projects for funding with an additional $128,000 available from the Economic Development category to be allocated. Following this scenario, the available funding should be allocated to the highest ranked projects that are partially funded (Rehab and DVIP Furniture). This scenario provides funding to the highest ranked projects by category. However, it reduces or provides limited funding for categories with several competing projects. Scenario # 4 - Allocation by Top Ranked Projects Scenario #4 is based strictly on the numbers from the HCDC ranking exercise. The projects are in descending order based on the Commission's average points. Funding is provided to the top projects at the full funding amount until the CDBG and HOME dollars are completely allocated. In this scenario only 8 projects are funded. All projects in the top ranking received full funding with the exception of HACAP Transitional Housing Acquisition. This project received fewer points, which is reflected in reduced funding for the project of $128,465. There are five Housing projects, two Public Facilities projects and one Public Service project funded in this scenario. As you can see, Scenario #4 fully funds HCDC top ranked projects, but provides significantly less funding or no funding for other key projects that the HCDC considers important to the Iowa City community. In using this approach, 14 eligible projects would receive no funding at all. We have provided four scenarios for your review and consideration as you determine the FY00 CDBG and HOME budget. If you should have any questions regarding the scenarios, please feel free to let us know at 356-5230. ppdcdbg/mem/ranking .doc z tu 0 ILl n, 0 0 IJJ 0 m /S' u.I F- I-- Z 0 0 0 0 :Z 0 0 0 0 0 .~qqqq~qqq~q~ ooo .~qqqq~qqqqqqqqqqq q~qq~qq~ qqq q~ o~o~o~oo ~qq q o q §§ooooooo~ooo~ ..~qqq~qq~qqq~ .6 /7 0 0 a ~ Z vl,l~ ~ 0 0,,,,,~ Z n," , Z o 0 0 0 I0 LU -r o o ,,... ~ 0 0 0 .o_ 0 I=,,' ~ 0 0 '__~ 0000~ ~0~0000 000000~000 0 00~0~ GO~O00 00~00~000 ~ qq~q~ ~~ooo oooooo~ooo ~ 0 0 I:~ C: Iq RANKING CRITERIA FOR CDBG\HOME PROJECTS This ranking sheet will be used to assist the Housing and Community Development Commission (HCDC) in the FYO0 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 questionScriteria and total the points in each section. Need\Priority (maximum 20 total points) 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) Leveraging Resources (maximum 25 points) 1. Does the project allow for the re-use of CDBG\HOME funds? A. Principal and interest [30 year or less Amortization] B. Principal and no interest [30 year or less Amortization] C. Principal with a balloon payment D. Conditional Occupancy Loan (future repayment) E. Declining balance lien (amount forgiven over time) F. Grant (no repayment) 2. Project leverages human resources [volunteers, etc.] 3. Project leverages other financial resources? [Including in-kind] 4. Project pays property taxes or a payment in lieu of taxes SUB-TOTAL (0-7 points) 7 points 6 points 3 points 1 point 0 points 0 points (0-8 points) (0-8 points) (0-2 points) Feasibility (maximum 20 points) 1. The project will be completed within the required time period? 2. Project budget is justified? [Costs are documented\reasonable] 3. The level of public subsidy is needed? [Private funds not available?] 4. Has applicant documented efforts to secure other funding? SUB-TOTAL (0-6 points) (0-6 points) (0-4 points) (0-4 points) SUB-TOTAL Impact\Benefit (maximum 25 points 1. Primarily targets low-income persons (0-30% = 10, 31-50% =6, 51-80% =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) SUB-TOTAL Capacity\History (maximum 10 points) 1. Applicant has the capacity to undertake the proposed project? 2. If previously funded, has applicant completed prior project(s) and maintained regulatory compliance? 3. If new, applicant can maintain regulatory compliance? (0-4 points) (0-6 points) (0-6 points) SUB-TOTAL GRAND TOTAL: PROJECT NAME: PROPOSED ALLOCATION: (Projects under 60 points receive ~0) Shared/commdev/cdbghome/fyOOapps/rankingO.doc PART II MINUTES OF PUBLIC MEETINGS Public Hearings - Applicant Presentations February 17, 1999 .......................................... p. 21 February 18, 1999 .......................................... p. 33 Discussions of 1998 CDBG and HOME Requests March 4, 1999 ............................................. p. 41 March 24, 1999 ............................................ p. 52 3. Project Rankings/Proposed Allocations ........................... p. 61 MINUTES HOUSING AND COMMUNITY DEVELOPMENT COMMISSION SENIOR CENTER - LOWER LEVEL CLASSROOM WEDNESDAY, FEBRUARY 17, 1999 - 6 P.M. MEMBERS PRESENT: Bob Elliott, Denita Gadson, Rick House, Jayne Moraski, Lucia-Mai Page, Kathleen Renquist, Gretchen Schmuch, Bill Stewart MEMBERS ABSENT: Dan Coleman STAFF PRESENT: Maurice Head, Steve Long, Steve Nasby, Linda Severson, Pam Barnes, David Powers, David Schoon, Marcia Klingaman, Liz Osborne OTHERS PRESENT: Jane Hagedorn, Jesse Burns, Maryann Dennis, Charlie Eastham, Danielle Thompson, Ethel Madison, Sherrie Panther, Carol Dollman, Robert Burns, Angie Madsen, Chds Bergan, Angela Gravely-Smith, Christine Molenkoff-Pigsley, Ginny Rew, Mark Cannon, Ann Cole, Ruth Baker, Tracy Adams, Carlan Vail CALL TO ORDER AND APPROVAL OF THE MINUTES FROM JANUARY 21, 1999: Chairperson Schmuch called the meeting to order at 6:11 p.m. MOTION: Stewart moved to approve the January 21, 1999, meeting minutes as submitted. Renquist seconded the motion. The motion carried by a vote of 8-0. PUBLIC/MEMBER DISCUSSION OF ITEMS NOT ON THE AGENDA: There was none. REVIEW OF FY00 APPLICATIONS FOR CDBG/HOME FUNDING: Schmuch noted that Commission member Dan Coleman had the flu and could not make the meeting. She said that the Emergency Housing Project and Pappajohn both withdrew their applications. Renquist asked about differences between Fair Market Rent rates in some applications. Long said he would bdng the Fair Market Rent table to Thursday's meeting. Elderly Services Agency - Small Repairs Program (p. 185) Jane Hagedorn said the organization's mission is to keep people age 65 and older safely in their homes for as long as possible by providing paid and volunteer services. She said last year the project spent $28,657.95, and they are requesting $28,000 this year. She said on p. 186 of the application, #7B should be "yes" because the clients pay property tax, and that would make the second question not applicable. She said the repairs include plumbing, electrical work, carpentry or disability-related equipment, and gave some examples. She said most modifications deal with bathrooms and accessibility. She said last year they worked in 25 households and utilized 32 contractors. She said an average cost for a larger project is $2,506, and an average cost for a smaller repair is $264. She provided some AARP statistics about elderly people staying in their homes and affordability of modifications. She said 93% of the clients reported low incomes (below $17,000) and of that 23% were at or below poverty level. Page asked how ESA determined which homes to repair. Hagedorn said the client has to meet the age and low income level criteria, and they can apply year-round for the funds. Elliott asked if clients were homeowners or renters. Hagedorn said they have done occasional work for renters where disabilities were concerned, but about 90% of their clients were homeowners. Housing and Community Development Commission February 17, 1999 Page 2 Elliott said in the case of renters, does ESA have to set up a contract with the landlord to make sure the client stays their for a certain amount of time after receiving the repairs/services. Hagedorn said anything that is removable goes with the tenant when they move. Stewart asked how they checked the assets of clients. Hagedorn said they receive a monthly banking statement from each client. Barnes said the applicant fills out that information on their application, and Jean Mann verities that. Gadson asked if the Board developed a new policy for repeat clients. Hagedorn said she did not know, but could have Mann provide that information before the Commission's March 4 meeting. Schmuch asked how long it took to get into the homes once a request is made. Hagedorn said it happens almost immediately for service work, and is a minimum amount of time for larger projects. She said the longest wait she remembered is one month when they had to coordinate several contractors for a large project. Stewart asked to what extent the project provides services if ESA did not receive funds. Hagedorn said they would not be able to serve as many clients or do as many projects if they did not receive funding here, but they do check other funding sources, and she listed some of those. Stewart asked if the program utilized volunteers. Hagedorn said volunteers work within ESA's Chore program, but with the small repair program the contractors come from the City Housing Rehab list and are paid. Stewart noted that the ESA Board is volunteer. Elliott said he would like to talk about the CITY STEPS priority after each project. He said he would consider this project under public service needs - senior services. Schmuch said this project is not under the public service category, it is under the housing needs category. She said in the past this project has been a high priority because it serves the lowest income group and the elderly. Staff directed members to look at the table on p. 191 for the priorities. Stewart asked staff if the Commission needed to ask each applicant if they have met the reporting requirements in the past. Head said staff would tell the Commission if an applicant had not done that either at the two meetings or in the pro-con memo. City of Iowa City - Housing Rehab (p. 158) Pam Barnes said the Housing Rehab program is requesting $300,000. She said Housing Rehab runs five programs for single-family owner-occupied homes within the Iowa City city limits. She said clients have to be below 80% of median income to receive funding. David Powers said the five programs are comprehensive rehab with a maximum of $30,000 per project, exterior repairs, emergency repairs for immediate and life-threatening situations, residential accessibility and mobile home repair. He passed around some before-and-after project photos. EIliott asked how they verified clients' income levels. Powers said they verify through the banks, social security, and receive copies of clients' tax forms. Elliott asked if there was any overlap of services between Housing Rehab and Elderly Services Agency. Powers said generally where ESA's largest project ended, Housing Rehab's smallest project began so the two services compliment each other. Page asked if clients had to contribute some of their own money toward the rehab projects. Barnes said clients either get a no-interest loan, a 3% loan or a 6% loan if they can pay for the project. She said if they cannot pay they get a conditional occupancy loan that sits on the property until it is sold or rented, and then the money comes back to the City with a one-time 5% interest fee. Elliott asked how the loan money was used differently from the grant money. Powers said they usually only use grant money with mobile home repairs when the cost is less than $2,500, and everything else is in the form of the mortgage. He said on the comprehensive rehabs, 15% of the cost is forgiven after 10 years and the rest is either in a payback or deferred loan. Barnes said $200,000 of the requested money would go for programs and the other $100,000 would be for administrative and project delivery costs. Housing and Community Development Commission February 17, 1999 Page 3 Schmuch asked about the program's waiting list and how it is prioritized. Barnes said there are 41 families on the waiting list, and the ones with the lowest income are served first. She said the list is computerized and prioritized on a point scale based on criteria, such as income level, disabilities, age, single parents, etc. Powers said they tend to serve more older homes because they are the most affordable for clients. Stewart asked how much of the $200,000 would be returning and how much interest would be charged. Barnes said all of the $200,000 will be coming back, it is just a matter of when. She said about 90% of the loans would have some type of interest assessed. She said about $100,000 has been paid back to CDBG/HOME program so far this year. Downtown Evaluation (p. 280) David Schoon said the funding request is to hire a consultant to evaluate the downtown retail and office sector. He said in the last six to eight months, there has been a significant change in the local retail market and now people are starting to see the impact of that change. He said existing retail areas in the community are going to have to establish niches for themselves. He said the study's goals are to create a positive business climate that focuses on business retention and recruitment, to ensure the commercial success of downtown and maintaining the health of one of Iowa City's community commercial centers. He said he does not have the time or the expertise to do such a study, and would like the grant to hire a consultant with expertise to help identify niches in the retail and office markets. Stewart asked how the downtown businesses owners would be involved in selecting the consultant. Schoon said they would form a steering committee that could include members from the Downtown Association, the Northside Marketplace, businesses in the near south side and area residents to help gather information and guide the consultant. Gadson asked if Schoon would focus attention on finding a local person to be the consultant. Schoon said he thought they would have to keep the search open in terms of a regional and national call to see who would submit a proposal, but if there were two consultants of equal qualification he thought they would consider the local person over the person from outside Iowa City. Elliott asked if Schoon had ruled out using classes at the University for the work. Schoon said they have explored that, but more often than not they have not been pleased with products that come out of those classes and given the amount of work and time that would be required to gather and analyze the information, one professor told him that he would have to charge the City to cover those costs. Schoon said he thought this is a community heart issue in terms of maintaining the vitality of downtown. He said while there will be benefit to the individual business owners, there would also be the benefit of maintaining the health of the community center. Stewart asked if they had tried to secure any outside funding for the project. ,.Schoon said he has approached the Downtown Association, but they have a limited budget and have not committed any funds toward the study yet. He said the next step of the business enhancement and recruitment would require a partnership with them. Schmuch asked how Schoon arrived at the $35,000 figure. Schoon said he contacted the International Downtown Association who gave names of consultants, and the range for consulting fees was between $25,000-$50,000. Greater Iowa City Housing Fellowship (p. 197) MaWann Dennis and Charlie Eastham said they are requesting $300,040 to develop affordable rental housing. Dennis said the proposed project would add 18 units of affordable rental housing, nine units in Iowa City with the local funds and nine units in Coralville with state HOME funds. She said the other funding sources were private mortgages and Federal Home Loan Bank Affordable Housing Program funds. She showed a map of Iowa City that had push pins where GICHF had units. She said the HOME funds would be used to purchase existing two Housing and Community Development Commission February 17, 1999 Page 4 bedroom units that were in need of substantial rehabilitation. She said project rents are set at $473 per month, including a utility allowance of $71, which would result in a net monthly per unit rent of $402. She gave some facts and figures regarding income levels and housing options in Iowa City. She said this project allows for the rouse of City funds because they propose to repay the amount equal to the ratio of City funds to project costs, multiplied by the future value of the project, in 30 years. She said the percentage of funds contributed by the City to the overall project cost would be repaid in 30 years, but the amount of the repayment would be based on the project's future value, so they are assuming that the projects will increase in value. Eastham said those loan terms are the same as what was negotiated for their project last year. Dennis said the rental properties aro exempt from taxes, but GICHF makes a voluntary payment of 25% of the full tax liability in lieu of taxes. She said GICHF has completed similar projects in the required time period, and she thought the per unit cost of $73,815, an average cost of $60,000, was extremely reasonable. She said Mercantile Bank has indicated an interest in providing the private funding for the project, and in order to receive State HOME funds the City has to indicate that it is in favor of the project. She said the proposed units would be targeted to families at 40% of median income, but no families with incomes lower than that or who receive rental assistance would be denied as tenants. She said they have developed 67 units of affordable rental housing in Iowa City, they currently house 204 people and the average tenant income is $14,000. Dennis said that GICHF has not spent the City HOME funds allocated last year because the state 'ran out of HOME funds last year, and requested that GICHF send in their funding request at the end of 1998. She said GICHF should know if the state would allocate their HOME funds to that project within the next few weeks. She said if the state does not allocate the HOME funds for that project, GICHF could still produce and put affordable rental housing into service with the City HOME funds within the required time frame. Stewart asked how GICHF leveraged other human resources. Dennis said they have to competitively bid the rehab projects due to HOME fund regulations. She said they have a volunteer board, volunteers who help with the units once they aro put in service, an attomey in Iowa City who has provided countless hours of legal advice without billing GICHF and a roaltor that does not charge commission. Moraski asked how GICHF selects buildings or homes for the project. Dennis said the red pushpins on the map represent single-family houses or duplexes, and they have a strict price that GICHF can pay. Moraski noted that the pushpins aro scattered, but thero seems to be a concern that the affordable housing is more concentrated on the south side of Iowa City. Dennis said GICHF has units in 10 of the 12 elementary school attendance districts in Iowa City. She said they do not have any in the Shimek or Lincoln districts. She said the houses that they look at on the north end tend to be quite old and the rehab is not feasible for the program, but they have looked at houses along Prairie du Chien mad and getting houses on the north end is one of their goals. Eastham said they would eventually start buying houses in the area. Elliott asked about the loan payback system. Dennis said the bank gets first position, City gets second position and the state gets third position with the loan paybacks. Schmuch asked if there were a set number of units that GICHF wanted to purchase to reach a goal or did they want to. expand the program each year. Dennis said the Board set one long-term goal to become a self- supporting Community Housing Development Organization, so after the debt service is paid their rent income could support their operation. She said they think they need between 80-100 units to do that. She said they maintain an eligible applicant pool, and it is their experience that the only way to decrease that pool is to increase the affordable rental housing stock in the Housing and Community Development Commission February 17, 1999 Page 5 community. Eastham said he thought the goal should be to keep developing affordable housing until the waiting time for people applying for Section 8 assistance is less than two weeks. Hannah's Blessing Day Care Center - Property Acquisition (p. 52) Danielle Thompson said Hannah's Blessing Day Care Center is currently being run out of a home, but the home is full and they cannot accept any more children. She said this would be an early Headstart program for 0-2 year olds, which would allow Hannah's Blessing to obtain funding from the Department of Health and Human Services since there is no other early Headstart program in Johnson County. She passed out an amendment to the application. She said that at the time of the application they did not have a location, but now they do. She said the building is located at 1539 Gilbert Street, and Hannah's Blessing would be located in the south portion of that building. She said they are now requesting $150,000, $134,000 for a four- year lease of the 2,800 square foot space and $15,600 for renovations and equipment. She said she would get a copy of that information to City staff. Thompson said the Department of Health and Human Services has a requirement of serving a minimum of 32 children and families. She said the program would target teen parents to allow them to continue with school and/or work. She said they are also planning to operate in the evening. She said they have been working with 4C's Childcare, and they noted that only 10% of the total day care slots available in Iowa City are allotted for children ages 0-2, and 80% of the calls that 4C's receives are looking for childcare for children in that age group. She said they would also like to involve JTPA and Johnson County Health Services. Moraski asked who paid the taxes, insurance, etc. Thompson said the landlords. Stewart asked if Hannah's Blessing was a nonprofit organization. Thompson said yes. Moraski said she knew about the strict requirements about space for day care centers, and asked if there was anything in the regulations about the building being in a flood plain. Thompson said there were not any regulations like that to her knowledge. Elliott asked if the children were accepted on a financial- need basis. Thompson yes, they have to be from Johnson County and they are targeting low- income areas for clients. EIliott asked how they would prioritize if there are more applicants than there is space. Thompson said that would be based on the Headstart guidelines, which pdoritize based on income. She said Headstart allots about $4,000 per year per child, so there could be a nominal monthly fee. She said they are planning to have the parents volunteer to put some time back into the program. Schmuch asked if there were any concerns about zoning for the building. Thompson said yes, and they are working with the realtor with that. She said if the zoning does not work out, they have considered purchasing a large house for the program. Severson asked where the operational income would come from. Thompson said the $120,000 for salades would come primarily from DHS. She said while there is no guideline on childcare salaries, they do not want a high turnover with teachers and would like to pay them reasonable salaries to keep the staff. Stewart asked about alterations to a project once it is submitted, and noted the Robert Burns project from the 1998 funding cycle. Schmuch said that could be discussed later in the meeting. Evert Conner Center (p. 40) Ethel Madison said the Center provides services for people with disabilities and technical assistance for people in the community regarding accessibility issues. She said in making accessibility changes they try to keep everybody in mind. She said pregnant mothers and elderly persons also benefit from the accessibility changes. She said they would like to update their guide that lists public accessibility accommodations or lack thereof in the community. She passed around a copy of the current guide. She said there are a lot of businesses that are Housing and Community Development Commission February 17, 1999 Page 6 almost accessible, whether they need a small ramp, a door opener, etc. so the center is also requesting $20,000 to help local businesses make change in their accessibility. Schmuch asked what discussions Madison has had with local business owners and if they are interested in making accessibility changes. Madison said that the local business owners were excited about the guide because they saw it as a form of advertising. She said that most businesses are eager to make the accessibility changes, some just can't afford to do it. Stewart asked if the funding would be an incentive to do that. Madison said yes, and to assist some of the smaller businesses that cannot afford to do it. Page asked if there was an estimated cost on how much money would be needed to make the accessibility changes. Madison said they are only talking about small changes. Gadson said it sounded like the owness of responsibility was on the business owners to make sure that there were no barriers to anyone. She asked if there were federal, state or local policies that would require all businesses to meet the accessibility regulations. Madison said the Americans with Disabilities Act states that areas that provide services for the general public would follow certain accessibility guidelines. She acknowledged that becoming accessible was the business' responsibility, but in order to get each business to follow that they would have to sue each one. She said they could do that, but if there were a better way to do it they would rather pursue that. Coldren Residence (p. 167) Sherrie Panther and Carol Dollman gave some background information about the Coldren Home. She said this home is for people who cannot live alone, but who do not need nursing care. She said that all of their current residents are low income with two-thirds at or below the poverty level. She said the home's day-to-day operating expenses are paid by tenants' room rents, which is about $700 per month and includes the room, three meals per day, cleaning and laundry service. She said for maintenance they depend on income from a small trust, donations and gifts, small bank loans and grants. She said the Board does not want to raise room rates, but they need to pay for a new boiler, which would reduce operating expenses by making the building more energy efficient. She said she contacted the Iowa Finance Authority, who encouraged them to bring the entire house up to standard, but to get that grant they have to get a 25% local commitment so they need $6,000 in CDBG funds. She also said that the pro-forma did not really work for them because they are so small. Schmuch asked Panther to compare Coldren Residence's boarding costs at Walden Place or Windmill Point. Panther said she did not know the cost difference between the three, but she knew that those places referred clients to them because the clients could not afford to live there. Schmuch said Walden Place and Windmill Point start at around $1,400 per month for room and board and do not accept housing vouchers as Coldren does. Dollman said that the pro-forma does not really represent their budget because it shows that they have excess funds, which they do not have. She passed out a revised financial statement from 1998 and a projected financial statement for 1999. She noted that they had a lot of volunteer help last year because they could not pay staff enough to keep them. Elliott asked where the residents came from and how are they prioritized. Panther said there is no priority; if there is an empty room and if the tenant can live there without assistance they accept them. Dollman said in 1998 they only averaged five or six tenants and they have room for 10. Elliott asked if acceptance was based on financial need. Panther said no. Elliott asked what happened when a tenant could no longer live independently, and if there were policies regarding that. Panther said the tenant goes to a nursing home, and most tenants either have a social worker or family member that is very involved. Moraski asked if they had sought other sources of local money as match. Panther said no. Moraski asked if they had heard of energy assistance loans and audits provided by utility companies. Dollman said they had gone through Housing and Community Development Commission February 17, 1999 Page 7 the energy efficiency audit several years ago. Stewart asked if they make payments in lieu of taxes. Panther said not that she was aware of. Stewart asked if they utilized volunteers. Dollman said they have four staff members, a student volunteer who lives there and serves as a night security person, volunteers do yard work and grocery shopping and have a volunteer board. Renquist asked how they advertised room openings. Dollman said they spent more money on advertising this year, putting ads in the newspaper and on buses, and sent letters to churches. Panther said it worked and they are full right now. She said they receive referrals from nursing homes when people can leave, hospitals and elderly services. She said they could often take people on a days notice for about a week or a month if they are between places or a family member cannot care for them for a period of time. Elliott asked how many of the tenants were short-term. Panther said not very many. Walden Hills Senior Housing - Phase I (P. 230) Robert Burns said the project meets 10 high level needs and four CITY STEPS strategies. He said they had an independent market study done of the proposed area, and they currently have 62 people on a waiting list for a similar property in Iowa City. He said they hope to use these funds to leverage other funding sources, and the project leverages other human resources. He said the project meets all of the National HOME Program objectives. He said they are requesting a 30-year $275,000 loan with principal and interest to be paid so all the money would return to the City. He said this project is for new construction at HUD's Fair Market Rent. He read over the outcome data and key elements and how they are met by the project from p. 238 of the application. He said the proposed site, which they own, was rezoned by the Planning and Zoning Commission and the City Council. He said this loan is the last element of financing for the project, as they have already received Low Income Housing Tax Credits and funds from the Housing Assistance Fund from the Iowa Finance Authority. He said the state has not committed their HOME funds, but they can't get that until they get the City HOME funds. He said the City HOME funds would be for gap financing and the project would not be feasible without the funds. He said they have developed and managed 30 similar projects in Iowa, including four in the Iowa City area that are currently operating. Head asked about the archaeological/environmental study costs. Burns said they had to hire an archaeologist, as required by the Iowa Department of Economic Development. Head asked about the third party inspection costs. Burns said when they are architects for the project they hire a third party inspector to approve all the pay requests dudrig construction. He said it was a service that would normally be in the architecrs fee, so they removed it from there put it in the third party inspection. He said that third party would also monitor the Davis-Bacon labor standards. Head said that generally when the City funds projects, they are the ones that go out and do the interviews for the Davis-Bacon regulations and verification. Burns said IDED has been requiring them to do it at every inspection and file continuous reports that cover all the payment periods. Head asked if the construction loan fee cost was being waived. Burns said it is listed as a cost, but it is also a source of funds that is waived. Schmuch asked about Burns' experience with mixing populations of elderly, homeless, transitional and .seriously mentally ill persons. Burns said they have the same mix at the Citizen Building they operate in Iowa City, and it seems to work. Severson asked if there would be on- site management for the project. Burns said there will be a site manager there every day, but it is up to the site manager if they decide to live there or not. He said they have very little turnover at their other buildings, and that is why they have a waiting list. Renquist asked how they determine the income of the individuals applying. Burns said they use the HUD certification guidelines that include an application procedure and verification of information through banks, Housing and Community Development Commission February 17, 1999 Page 8 tax forms, etc. Elliott asked if HUD had requirements for exiting when the tenant is no longer able to live independently. Burns said no since this is not an assisted living facility, and noted that they have not had to evict anyone from their other buildings. Schmuch asked about the size of the whole project. He said the first phase is 30 units out of 120, and there will be 249 total units in the Walden Hills subdivision. He said the City Council and Planning and Zoning Commission have approved the zoning, the site plans and the floor plans. Stewart asked if the loan would be pa. id back monthly over 30 years. Burns said yes. He said that Phase I is one building of 30 units, and 100% of the units would be affordable. Walden Hills Senior Housing - Phase III (p. 252) Burns said Phase III would be another 30 units located south of Phase I along Shannon Drive, and everything that he said about Phase I would apply to Phase III except that they are projecting the costs to be higher because they do not anticipate starting construction until Spring 2000, and are anticipating construction costs to be higher. He explained how the funding they are requesting would attract outside funds. He said without the City HOME funds the project would not be feasible. He said that they would give preference to anyone with a Section 8 certificate and to anyone at 0-30% of median family income. He said the reason they are asking for two phases at one time is to get the projects on different cycles. He said Phase I is to catch up to the tax credits allocated in 1998, and Phase III is to set aside the City funds to apply for 1999 tax credits. Renquist asked if Burns would return next year for more money for Phases II and IV. Bums said perhaps, but each phase is designed to stand on its own. Elliott asked if the Phase III loan would also have a 30-year term. Burns said yes. Renquist asked if the land was zoned for all four phases. Burns said yes. He said that the Commission is not locking themselves in for the other two phases because they could be developed as regular, non-affordable housing. He explained the competitive tax credit process. Head asked if the floor plan and layout for Phase III was the same as for Phase I. Burns said yes. Head asked if there would be a reduction in architectural costs for Phase III. Burns said that a saving is already reflected. He said they are estimating that construction costs would increase. Burns said the list of agencies on p. 263 of the application are ones that they contract with to provide human services for the tenants. He noted letters of support from Hillcrest Family Services and the Impact Program included in the application packet. DVIP Furniture Project (p. 110) Angle Madsen and Chris Bergan explained how the Furniture Project worked. Madsen said they cannot provide delivery transportation most of the time, so the recipient makes an appointment and organizes their own transportation. She said the recipient comes to the project and picks out the furniture they have requested from the furniture stock. Gadson asked what some of the more popular items were. Bergan said beds, including the mattresses and frames, kitchen tables and dressers. Page asked how the program is advertised. Bergan said that they put fliers up around town, placing ads in the newspapers, from the agency referrals and by word-of-mouth. She explained the referral and confirmation process. Madsen said when they receive a call they look through their records to make sure that the caller did not receive furniture during the calendar year. She said if they did, DVIP calls the referring agency to ask if the caller experienced another crisis since the last time they received furniture. Madsen said DVIP provides the van, benefits, pest control, etc., so the funding they are requesting is for Bergan's salary. Housing and Community Development Commission February 17, 1999 Page 9 Head said that this is the fifth year that the Furniture Project has applied for CDBG funds, and asked if the project had explored other funding options. Madsen said they receive funding from the City of Iowa City Landfill, and they are always exploring other funding options, but this project falls through the cracks of most grants. Bergan said she is attending a furniture bank conference in Orlando, Fla., in March on a full scholarship and hopes to get some fundraising ideas. Nasby asked Severson if this project could be funded by the County. Severson said it was a possibility and could be requested. Nasby suggested including a value of donated materials for leverage on any future CDBG applications. Madsen said there are no other funding sources to go to and without CDBG funding she was not sure if the landfill could pick up the cost of a full-time coordinator. She said the City did a study in 1996, taking the amount of furniture that the project dispersed and seeing how much it would cost for the City to run a similar project, and they found it was about $40,000. She said they would probably go to the City first for additional funding, and then to the County to keep the project afloat. Severson asked if they served clients in rural Johnson County. Bergan said she receives clients from Iowa City and rural Johnson County. ISED (p. 1) Angela Gravely-Smith and Christine Molenkoff-Pigsley passed out some supplemental materials and gave some background information on the project. Gravely-Smith said they are applying for a $34,000 grant to do two training classes with extensive follow-up training and job placement assistance if the participants cannot start a business for the upcoming year. She said they received funding from the City four out of the past five years, and are looking forward to the new component of job placement and working with the Chamber of Commerce and the Iowa City Workforce Development Center. Molenkoff-Pigsley explained the concept of "refugee resettlemenr' microenterprise training. She said the economic development division focuses mostly on low-income individuals. Gravely-Smith said this funding request would serve Iowa City residents exclusively. Schmuch asked if this proposal was to serve non-Family Investment Program (FIP) clients. Gravely-Smith said yes, and that there is a match of $6,000 that would cover some of the FIP recipients that may enroll. She said in this proposal they say that they will serve five FIP clients that will be paid for through ISED's contract with the Department of Human Services. Gadson asked if the request was for administration and operation costs. Molenkoff-Pigsley said that is a good portion of the request because that is what it takes for this class, and they do a lot of follow-up with clients. Schmuch asked if the clients who start their own business are becoming self-sufficient. Molenkoff-Pigsley said that they have found that there are incomes of $25,000- $30,000 that are supporting a family of four. She said they just finished a study of in-home day care providers in Iowa, and found that at a full capacity the provider made an average of $32,000 per year. Moraski asked about the time specified and full-time equivalents on p. 5 of the application. Gravely-Smith said those figures are the hours the staff puts in. Severson asked if there had been any progress in terms of health benefits for people who are self-employed. Molenkoff- Pigsley said the progress continues, and they are working to help DHS to better understand business income. She said that Blue Cross and Blue Shield has a structured health insurance program for children through DHS, but for the adult it continues to be a challenge. She said they have had some luck with the Farm Bureau in getting health benefits for a sole proprietor of a business. Gadson asked how much market analysis ISED did to provide information to clients regarding job opportunities. Molenkoff-Pigsley said they try not to provide a list of potential jobs because they want to encourage the clients to explore their own interests, talents and education level, and said that clients come up with ideas that ISED would never have thought of. She said ISED is reality-based, and if the idea is not going to go in a direction of self-sufficiency they let Housing and Community Development Commission February 17, 1999 Page 10 them know. Gravely-Smith said they let the client go through the research process on their own to determine if the idea would work or not. Elliott asked what percentage of the funding would go for employment assistance, and asked why they don't just send those clients over to Job Service of Iowa. Molenkoff-Pigsley said that will happen to some extent, but they are hoping to create a network of businesses that will recognize ISED's training as a valuable asset through work with the Chamber of Commerce and Iowa Workforce Development. She left a copy of their new curriculum and video with staff. OLD BUSINESS: Schmuch said that based on the Commission's precedent, what they have funded and voted on is what was given in the application. She said that Hannah's Blessing Day Care Center requested $75,000 to purchase a facility, and the request presented at the meeting was $150,000 to lease a facility, so the Commission would need to vote on the $75,000 request. Nasby said that the Crisis Center changed their requested amount from their application two years ago. Schmuch said that was still for a purchase. She said in light of the Burns issue last year when one thing was presented and another thing was in the application, the Commission needs to vote on the application request. Stewart said the project applied for was a facility purchase, and what was presented was a building lease. Schmuch said Thompson said they are still looking for places if the area is not rezoned. Long passed out a letter from Liz Swenson. Nasby said funds were allocated to her in FY98 and explained her project to new Commission members. He said if her project does not move forward, the Commission would lose their window to reallocate the funding. He said the Commission has some options, including the City foreclosing on the agreement and taking possession of the property and the drawings and having someone else complete the project. He said if the Commission is going to reallocate this money, they would have to do it in this funding round and it would have to be sent to HUD in May. He said there is about $6,500 of the funds left. Head said worst-case scenario is that the City would get the lots back and reallocate the money to another organization that would complete the project. Moraski said she thought a worst-case scenario would be building starts and the house sit half-completed for a long period of time. Nasby said that deadlines have been extended for this project, and the reallocation window for this money closes in March. He said Swenson said she could complete the project in 120 days. Head said if Swenson is moving forward with the project staff will work with her, but they just wanted the Commission to be updated on the situation and be thinking about the issue for their March meeting. Miller-Orchard Neighborhood Park - Land Acquisition (p. 63) Ginny Rew said that the Miller-Orchard Neighborhood Association is requesting a $215,000 grant to purchase parkland for the neighborhood. She showed the map of the neighborhood and the proposed park area. She said the property was appraised at $125,000. She said the neighborhood has a net deficiency of 7.53 acres of open space and the Neighborhood Open Space Plan recommends 3 acres of open space per 1,000 residents. She said they are the only developed district without an easily accessible park. She said site improvements would be planned in over the years as the Neighborhood Association applies for PIN grants and the Parks and Recreation Department schedules capital improvements, but it is crucial to purchase the land that is finally available for sale at a reasonable price. She said the Neighborhood Association would be actively involved in the park planning process. She read a letter from neighbor Barbara Buss. Renquist asked how they would propose access to the park because it is an extremely dangerous portion of West Benton Street and there is no sidewalk on the south side of the Housing and Community Development Commission February 17, 1999 Page 11 street. Ruth Baker said there is a possibility of access off Miller, but the issue is that the land is available now, and the Neighborhood Association feels that they can work out the issues. Klingaman said they could install a permanent or temporary sidewalk, or a pedestrian bridge depending on the future Benton Street improvements. Moraski asked how many members were in the Neighborhood Association. Marcia Klingaman said that the immediate household neighborhood mailing list is 260. Moraski asked about the neighborhood's support of the project. Baker said she thought the park was high on the neighborhood's list of priorities. Mark Cannon, Ann Cole, Tracy Adams and Carlan Vail, who are all neighbors, introduced themselves and said they wanted a neighborhood park. Stewart asked if they explored any other funding sources. Klingaman said the Parks and Recreation Department said they would pay for half of the property purchase price, and if the Neighborhood Association did not receive CDBG funding Parks and Recreation would try to help by budgeting for some improvements to the park. Stewart said that the land could be purchased with $65,000 of CDBG funds, depending on the City's property appraisal. He asked if anyone had asked the property owner to donate this piece of land. The neighbors said they had asked, and the property owner told them no. Elliott asked what kind of park the neighbors were envisioning. Rew said they have discussed a small park with some playground equipment, picnic tables, benches and a park shelter. Baker said they would leave it as a natural setting and not remove the trees. Klingaman noted the project priority list on p. 71 of the application. Moraski asked if they had Board minutes or a signature sheet to see who participates in the Neighborhood Association meetings. Baker said they did not have meeting minutes. Klingaman said the Neighborhood Association structure is flexible, but she thought the interest in the park purchase has been there historically. Cole said they tried to purchase land for a neighborhood park 10 years ago, and she thought there was just as much energy for the project now as there was then. OLD BUSINESS (con't): Long said they had a conference call with Fannie Mae last week trying to work out acceptable guidelines for the First Home Downpayment Assistance Program. He said that Fannie Mae would not accept the program for the secondary market because it did not have a term limit for the participants. He said they agreed on a scenario where a person would pay 5% interest for five or 10 years, the interest payments would stop after that period of time and they would pay off the loan when the house was sold. House said he thought there would still be annual payments to the City. Stewart said the loan would be a maximum of $3,000 at 5% interest, which would be $150 in interest per year. He said the City could collect the interest annually or set the term for the interest and have the total amount of interest and principal due when the house is sold. He said he would like to defer everything to the end because the people they are trying to serve cannot afford to pay much and it would be the City's responsibility to collect and account for the annual interest payments. House said one of the purposes of charging interest was to bring some funds back to the City. Moraski discussed the value of money over time. House said he would like to see the program set up however it will be accepted by the most places that do loans so people could use it and the project's objectives would be met. Stewart said he changed his mind and would rather charge the interest annually than at the end. Long said they would make an administrative change to the program and amend the guidelines to reflect 5% interest with annual payments for 10 years with full payment of the principal when the house is sold or rented. The Commission members reached a consensus on the interest payments and term. Housing and Community Development Commission February 17, 1999 Page 12 NEW BUSINESS: There was none. ADJOURNMENT MOTION: Gadson moved to adjourn the meeting. Stewart seconded the motion. The motion carried by a vote of 8-0, and the meeting was adjourned at 10 p.m. Minutes submitted by Traci Wagner. ppdcdbg\hcdc2-17. doc MINUTES HOUSING AND COblMUNITY DEVELOPMENT COMMISSION SENIOR CENTER - LOWER LEVEL CLASSROOM THURSDAY, FEBRUARY 18, 1999 - 6 P.M. MEMBERS PRESENT: Bob EIliott, Denira Gadson, Rick House, Jayne Moraski, Luc~'a-Mai Page, Kathleen Renquist, Gretchen Schmuch, Bill Stewart MEMBERS ABSENT: Dan Coleman STAFFPRESENT: Maurice Head, Steve Long, Steve Nasby, Linda Severson, Maggie Grosvenor OTHERS PRESENT: Linda Miller, Jason Edwards, Jon Ortlieb, Bob Jackson, Theresa Kopatich, David Schuldt, David Sears, AI Axeen, Diane Hagarty, Joan Black, Chuck Coulter, Judy Gerlitz, Lynn Detweiler CALL TO ORDER: Chairperson Schmuch called the meeting to order at 6:10 p.m. PUBLIC/MEMBER DISCUSSION OF ITEMS NOT ON THE AGENDA: Schmuch said that Theresa Kopatich, who was scheduled to present two funding requests, might not be able to attend the meeting because she was involved in an accident. She asked Commission members how they would like to deal with those two funding requests. Renquist said the Commission could discuss the two applications and give Kopatich a list of questions if they had any. Stewart asked if Kopatich could present the requests at the Commission's March 4 meeting. The Commission decided they would discuss the requests at tonight's meeting and if they felt it necessary they would call Kopatich and ask her to present at the March 4 meeting. Long passed out the Fair Market Rent table. REVIEW OF FY00 APPLICATIONS FOR CDBG/HOME FUNDING: Community Corrections Improvement Association - Youth Leadership Program (p.98) Linda Miller, Jon Ortlieb, and Jason Edwards introduced the program and gave some background on it. Edwards said that the program is based on a seven-year curriculum and is geared toward high-benefit students based on their character development and potential leadership skills. He said the program includes a seven-week summer program that meets four times per week. He said the selection criteria for students to participate in the program is as follows, that they have a sizeable amount of unstructured or unsupervised time, display leadership abilities, are able to influence their peers either positively or negatively, and their ability to finish the program. He said that school counselors are given the criteria and select students from fifth grade classes to be participants in the program. He said that the program has a partnership with the University of Iowa Athletic Department, so University student-athletes are chosen as counselors to present the summer curriculum. Edwards said the program also includes an after-school program to try to give the participants some structured time after school. He said that has more of a recreational focus, but participants are required to do community service work once a month, and mentoting and tutoring are also involved. Ortlieb said there are 130 youth between 6th-9th grades that are participating in the program. He explained some of their activities, and said that the student-athletes who serve as counselors during the summer have the option to volunteer their time in the after-school program during the school year. Housing and Community Development Commission February 18, 1999 Page 2 Gadson asked about the program's retention rate and if they stayed in contact with participants after they were done with high school and the program. Miller said the program has a 78% retention rate, which is very good because the program is voluntary on the part of the kids participating. Edwards said that the participants from the program's first year are currently in 9th grade, so they have not sent a group through high school yet. Gadson asked if the program worked with the University's academic programs in the summers that are geared toward underrepresented youth. Ortlieb said they work with the Student Services Department in the Athletic Department, which also helps to teach life skills. He said the third tier of the program's curriculum, which takes a group through high school, could focus on vocational schools, community colleges or a university setting. He said the program would have access to information on financial aid, filling out entrance applications, etc. Schmuch noted the program budget and asked why they were asking for that amount of funding. Miller said the figure of $21,782 was an error, and said that was the cost of the summer program last year. She said the amount of donations they received in 1998 was listed in the application. She said that she thought the program's transportation component was a necessary one to make sure that the participants get to and from the program activities safely. Schmuch asked how they defined low-to-moderate income level in the economic breakdown section. Miller said they used the criteria from the City Planning Staff. She said that 80% of median income and below is what they define as low-to-moderate income level. She noted that the years are grouped together, and said that they could provide more of a breakdown when they enter in files from the first two years of the program. She said she would get that breakdown to staff by March 4. Mid-Eastern Iowa Community Mental Health Center (p. 23) Bob Jackson said the mental health center has been operating for 30 years. He listed the range of services that are provided and said they served over 2,000 households last year. He noted that they often served more than one person per household, so the number of individuals served is probably closer to 3,000. He said the Center received funding from the Commission last year to do their 505 property, and now they need funding for exterior work, such as roof replacement, eave repairs, painting and storm window replacement on the 507 East College Street property. Stewart asked about the two numbers in the painting bid. Jackson said that the contractor worked with the 505 paint job, and said that they had to comply with the Davis-Bacon regulations. Jackson said he also thought the numbers were different because the exterior paint could be lead-based. He said that they are currently seeking other painting bids; he just included this one because he wanted to show the Commission a basis for the center's funding request. Long noted that HUD and the State Department of Health are both promoting the abatement of removal of lead-based paint. Jackson said he realized that the Commission wanted applicants to prioritize their funding requests, and stated that the roof replacement and eave repair was a top priority and the painting would be the next priority. He noted that the windows replaced at the 505 property have helped with that building's heating and cooling costs. Renquist asked if they could find out if the paint was lead-based before the March 4 meeting. Long said staff could get the process started. Successful Living - SRO Rehabilitation (p. 272) Kopatich said they would like to rehab the kitchen at their 716 N. Dubuque Street building. She passed around pictures of the current kitchen and a letter signed by the residents saying that Housing and Community Development Commission February 18, 1999 Page 3 they would like the improvements to the kitchen be made. She said they would like to add individual locks to some of the cabinets, provide more refrigerator and freezer space, have more common cabinet space and improve the lighting in the kitchen. She passed out bids for the refrigerator and the floor covering. She noted that the floor covering bid is $900 less than they originally anticipated, so their request could be decreased by that much. She said they are also applying for about $5,000 that would cover damage expenses over and above what a normal damage deposit would cover. She said that while they do not have many cases like this, they have had some in the form of broken doors and windows, and said that one tenant removed the ceiling tiles because they thought there were cameras above the ceiling tile. She said this money could help cover those expenses, unless the tenant is still living in the house and then they would be held responsible for the damages. She said while they don't have the total figures back, she estimated that in 1998 they were about $2,000 over what a normal damage deposit would cover. She said that when a tenant first moves in, they are allowed to make payments on the deposit, so if there are damages and the full deposit is not yet paid, Successful Living loses out. She also cited the increase from operating nine units to now operating 30 units adds to the damages because there are more units that could be damaged. She said Successful Living is requesting about $9,000 for the kitchen rehab and $5,000 for the deposit fund. She explained the single room occupancy (SRO) concept to the Commission, and said it is their goal to provide clean, affordable and safe housing. Head asked about the halon system in the kitchen. Kopatich said the property used to be a fraternity house before they purchased it, and the fraternity had a huge stove that they cooked meals on. She said Successful Living has a smaller stove and the halon system does not have to be there for the property to meet code. Gadson asked if Successful Living had attempted to receive funding from another source. Kopatich said that Detweiler Construction cuts their prices because tenants offer to help with the work. She said that Successful Living cannot afford to keep their rents low and do the remodel job. She gave some background on the program and explained the connection between Successful Living, D&K Properties and the Emergency Housing Project. She passed out a projected program budget for 1999. Nasby asked if she could bring in a balance sheet for the program. Kopatich said yes. Successful Living - Support Services (p. 138) Kopatich said that they would like to increase the number of staff hours with the funding request for $15,000. She said they have a constant waiting list of potential tenants, and the current tenants have requested more assistance with cooking and socialization. She noted that Successful Living funded 50% of their endeavors themselves last year and said they hope to increase that to 70% this year though service contracts from other agencies. She presented two years worth of statistics on tenants. She said that out of their 70 tenants, 55 were men and 15 were women, and all are below 30% of median income. She said they have found the tenants are staying in the program longer and their outcomes are about 50% successful. She read a letter from a former tenant regarding the program. Elliott suggested that Kopatich keep track of in-kind benefits for future funding requests. Renquist asked Nasby where the kitchen rehab requests would fall in CITY STEPS. Nasby said they are a public facility, which is a low priority, but the service provided is a high priority. He likened it to the Free Medical Clinic funding request a few years ago. He said the building/renovation request was a low priority, but the service was a higher priority. Free Lunch Program - Kitchen Rehabilitation (p. 46) Housing and Community Development Commission February 18, 1999 Page 4 Schuldt said they would like to replace outdated kitchen appliances and rehab the kitchen where the lunches are prepared and served. He said they serve approximately 100-130 free lunches per day, and have 35 different volunteer groups that take turns cooking the lunches. He said they would like to get a new stove, new flooring, new paint for the walls and replace a cupboard. He said approximately 30,000 lunches per year are served from the kitchen. He passed around a statement from the repair person who had been coming to repair the stove. He said the Wesley campus ministry uses the kitchen about 30 times per year, so the majority of the use is by the Free Lunch Program. Elliott asked if the new stove would be gas or electric. Schuldt said electric. Long asked if the program had a budget. Schuldt said the program budget is between $10,000-$12,000. He noted that money is used to cook 30,000 lunches and they rely primarily on volunteer help. He said that this year they are part of the United Way and received $3,000, and are requesting $4,000 from United Way next year. Schmuch asked if they anticipated losing the space anytime soon. Schuldt said no. Salvation Army (p. 86) David Sears gave some background on the organization, and said they need to find a new place to be housed because their lease expires at the end of June. He said they want to move in and renovate as they go. He said their priorities for the project are public washrooms first and evening meal service second. He said the plumbing and electrical work is for the professional kitchen equipment. He said that the Salvation Army is planning to bring in two portable kitchens to ensure that the evening meal service is not interrupted as they serve 45-75 evening meals 7 days per week. He noted that they have to use disposable dishes because they do not have dishwashing capacity in their current facility. Sears said they are trying to use the existing plumbing in designing the kitchen. He passed around pictures of the facility the would Pike to move into, which is the former Woodburn Electronics Building. Stewart asked if the apartments above the building could be leased. Sears said they are currently leased. He said eventually they would like to get the apartments rezoned as transitional housing to have them available in emergency situations. He said they would also like to build space for the day shelter and community service area. Elliott asked how many showers there would be and how much Sears thought they would be used. Sears said they are planning to have one shower, two washers and two dryers in the laundry facility to help simplify the plumbing. Gadson asked if the restroom facilities would be unisex. Sears said yes, they would have security code or key to get in to ensure privacy. Gadson asked about the hours of operation. Sears said during business hours, but they are hoping that with a fundraising campaign and with not having to pay rent they can expand their services in the future. He said that the rent in their current facility is $3,200 per month and would have increased to $3,500 if they had not found another place. He said they also have to operate four furnaces and three air conditioners to heat and cool the current building. He said it was not uncommon to spend $1,000 in the summer for cooling. He said they have tried to develop a detailed budget for the appliances and items they need, and they are basically just hoping to get the best price. He said that if they have any cost overruns, they will take them on themselves. Severson asked how the Salvation Army compliments the Emergency Housing Project services. Sears said that EHP shuts down during the day, so their tenants could come to the Salvation Army for a place to get out of the heat during the summer and out of the cold in the winter. He said they have a telephone and two computers for people to use. Renquist asked how everything went with the deer meet. Sears said they received over 700 pounds in 5-pound packs, which is great for mass feedings and large families, but not great for smaller families. Housing and Community Development Commission February 18, 1999 Page 5 HACAP - Transitional Supportive Housing Program (p. 215) Axeen said they are requesting funds to purchase two fouroplexes on Muscatine Avenue. He said the total cost would be $380,000, and that HACAP has received half of that in the form of a grant from HUD. He noted that the total HUD grant included half of the purchase price and another $251,000 to provide support services and to cover the program's operational costs. He said those living in the buildings would have to meet HUD's definition of homeless. He said HACAP also runs the Headstart program, and because of their family composition they are really plugged into childcare. He said the tenants pay 30% of their income for rent, so this program does not generate enough money to cover the capital costs. He noted that two transitional housing tenants in Johnson Country recently made the move to home ownership. Stewart asked if this was the same proposal that Axeen had submitted last year. Axeen said yes, but they asked for more money last year because they had not received the HUD grant. Schmuch asked if the two four-plexes were empty. Axeen said they are public housing units and currently have tenants in them. He said those tenants have the option to stay in those units as long as they want, as well as becoming part of the program. He said that some of the program participants could qualify for certificates or vouchers, but they would not be required to have either of those to be in the program. He said the support services would include weekly visits from a counselor and the use of other agencies, such as Workforce Development. Schmuch noted the long waiting list for the program, and asked if Iowa City residents would get priority for these two buildings. Axeen said the people on the waiting list are scored on a point system. He said the waiting list includes all six counties; the waiting list for Iowa City is about 15-20. He said the Housing Authority made payments on the other transitional housing units in lieu of taxes, and they would also do so for these two buildings. Renquist asked why HACAP was buying the public housing units. Axeen said because the City eventually wants to get out of public housing, and explained why. Mayor's Youth Employment Program- Job Training (p. 117) Diane Hagarty said they were applying for a $25,000 grant for employment training. She said there are plenty of jobs available in the area, and their program is designed to help people get the skills they need to get and keep a job. She said they currently have a 30-hour employment training program, but have trimmed it down to an eight-hour required course because they feel that 30 hours is too much to expect low-income people to attend. She said the eight-hour course would cover such topics as how to create a resume, how to fill out a job application, what to expect in a job interview, how to dress and groom, attitudes, communication skills and conflict resolution. She said after the program the participants would be assigned to work one-on-one with a vocational specialist. She said that a participant may have to take the 30-hour training course before they go out on a job if their needs are severe. She said they would do interest inventory surveys to try to determine what each person's skills and deficiencies were, and identify any barriers, such as lack of childcare, lack of transportation, etc. She said once a participant gets a job, the program would provide follow-up services, working closely with the employer and the participant to get through any problems. She said the participants would be age 16 or older with no maximum age requirement and they must all be low income. She said the funding request says that 50 people will complete the training course and their individualized plans, and 45 will become employed. She said they may have to serve 100 people to meet those goals because people may attend the training and not return for the assistance and job placement. Schmuch asked how they would recruit people for the program. Hagarty said that people would be recruited strictly on income, so they will recruit through all the other human service agencies. 37 Housing and Community Development Commission February 18, 1999 Page 6 Moraski asked Hagarty to define fringe benefits. Hagarty said payroll taxes, such as FICA, workers compensation and unemployment, and health, life and dental insurance. She said all their employees are full-time and receive full-time benefits. Elliott asked Hagarty to indicate where the other funds come from. Hagarty said they are receiving a grant from Youth Homes that targets low-income people age 16 and older, and a Sex Equity grant to expose women to nontraditional female jobs. She listed the other in-kind donations and volunteer help. Head asked if the school districts had any funding set aside for this type of program. Hagarty said she understood that the school district's school-to-work funds were primarily used to subsidize teachers who worked at a business in the summer to get a better idea of what an employer was looking for and who took those concepts back to the classroom. She said they receive an in- school grant for participants that have not received their GED or diploma. Mid-America Housing Partnership - Homebuyer Counseling (p. 128) Joan Blackman presented some background about the organization. She said they have been doing the Homebuyer Education Program for about four years and have trained about 580 homebuyers through the program. She said they have built and sold about 23 units of housing during that time, and before anyone could purchase those units they were required to take the Homebuyer Education class. She presented more information about the program. Renquist asked how this service compared to other programs available in the community. Blackman said this is something they specialize in, and in addition to that, they follow though with one-on-one counseling and are very customer-oriented. She said some realtors put on similar programs in order to sell houses, but this program is trying to help people become homeowners. Schmuch asked if Blackman had considered the Iowa City market and how it might be different with the student population and who the program would be targeted at. Blackman said she thought the student population presented a unique opportunity, and it would be good to start talking with them about managing their money and handling debt. Moraski asked where the program got its clients. Blackman said they advertise through various community agencies, realtors, bankers and workplaces, but usually about three weeks one of the classes starts there are about 35-40 people pre-registered that heard about the class by word-of-mouth. Gadson asked when the next class would start. Blackman said they have a tentative schedule in the proposal. She said they teach two types of classes, one comprehensive six-hour course on a Saturday and one eight-hour course taught in four two-hour sessions. She said for people at 80% of median income or below, there is no cost for the class, but they do charge a fee if people are above those income criteria. Elliott asked if there would be an Iowa City or Johnson County residence requirement for the class. Blackman said they could set that perimeter. Renquist asked how they would identify people in the different income groups. Blackman said she surveys participants at the beginning of the class, but they could do some screening before enrolling participants. House noted that he had not seen the Mid-America Housing Partnership on the list of HUD-approved counseling services. Blackman said they have been preliminarily approved by HUD, and she could verify that for the Commission if necessary. She said that homebuyers get the benefit of a reduction in the FHA insurance premium by taking the class, and she said they are on the Fannie Mae Housing Counseling list. Old Brick - Accessibility Rehab (p. 75) Chuck Coulter said Old Brick is the second-oldest building in Iowa City, and gave some other background on the building. He said the building is divided into three areas, the lower level, which is used for the campus ministry; the auditorium, which is rented out for a wide variety of functions; and the offices, which are leased to non-profit corporations at a low market rent. He said the Old Brick Board just hired a part-time program director to do some programming for the Housing and Community Development Commission February 18, 1999 Page 7 auditorium. He said they would like to provide a facility that is a community center for a wide variety of community functions. He said they suspect that the total renovation cost for the building would be around $1 million. He said their first priority is to protect Old Brick as a historic structure and the second priority is to upgrade and revitalize the auditorium, and an important part of that is to make the building accessible. He the grades are too difficult for ramping, so they would like to install an elevator where the west wing joins onto the rear portion of the building that would serve both the auditorium and the second story offices. Stewart asked what assurance the Commission would have that the building would not be sold in the near future. Coulter there is a 50-year restrictive covenant that began in 1977, with the University, the Old Brick Association and the State Historical Society all having rights of first refusal. He said there is a covenant about making the building available to the community as an active gathering place. Elliott asked what percentage of the building would be used for religious activities. Coulter said the offices for the campus ministry programs are in the lower level, and there are two religious services in the auditorium on Sundays and a few other services during the week. Stewart asked if more than 50% of the activities would be non-religious in nature. Coulter said yes. He said they have filed grant applications with the State Historical Society, the Episcopal Church United Thank Offering Group and the National Trust for Historic Preservation for funds, and they are continuing to file grant applications where there are funds available. He said they are also considering doing some community fundraising. Coulter said the part-time program director was recently hired to do more intentional program for arts, education and more desirable events. He said he was not sure how that person would go about targeting particular groups to use the facility. Renquist asked what "more desirable groups" meant. Coulter said since revenue was necessary to keep the building going, the best rentals were weekend fraternity parties. He said they were concerned because people were telling them that Old Brick was getting a reputation as the "party place", so they changed their party policy and have not had a fraternity party since. Page asked if they are able to get the elevator, would the space sometimes be donated for functions. Coulter said it is often made available at no cost or at a reduced rate now, and that would continue. City of Iowa City - Affordable Housing Funding Pool (p. 143) Nasby said this proposal was pitched to the Commission last year. He said the $150,000 loan requested would allow for two additional funding rounds, one in June and one in September. He said the funds would be loaned out for gap financing with a maximum 1 O-year amortization period and an interest rate between 3-5%. He said this money would be matched by the City general fund. He noted that the program guidelines are on p. 150 of the application. He said the maximum assistance amount would be about 15%, which would serve about 25 units and give a subsidy of about $12,000 per unit. He said the guidelines call for at least a payment in lieu of taxes by the funded projects. He noted the project timetable on p. 147 for 1999. Stewart asked how this program leveraged human resources. Nasby said he was not sure if staff could do that, but he said a project that applies could have volunteers. Gadson asked what was meant by "diversified neighborhoods." Nasby said both housing types and income levels are a preference, but not a requirement. Schmuch asked if the project's timeline could be changed to make a more open window for applications. Nasby said the timeline could be changed to be more flexible if the Commission wanted to do that. Commission members discussed potential times and timelines for the applications. Moraski said there could be guidelines set so they have some consistency in allocating funds in emergency situations and telling applicants to wait for the funding cycle. Nasby said the applicant would have to demonstrate to the Commission why they could not wait for the regular funding cycle. Housing and Community Development Commission February 18, 1999 Page 8 City of Iowa City - Affordable Housing Design Competition (p. 151) Head said the proposal is for architects, designers, builders and developers to compete for a lot that the City would provide, by designing a house that is appealing and affordable. He said the competition would be a two-phase process. He said a selection committee would evaluate the entries and identify the ones with the best attributes based on the criteria they would develop for the competition. He said the funding request of $25,000 would be for the lot purchase, and if there is extra money, they could purchase the designs from runner-ups. He said the second phase of the competition would be for the winner to actually build the house. He said a homeowner in the 50-80% of median income would benefit, and the project would leverage a lot of money. He said they plan to attach a 15-year affordability period to the project. He said they would select the lot before the competition so the designs could be based on the lot. Elliott asked if there would be any other cost incentives for the competitors. Head said the cost savings would be determined by the technologies used in the building, the layout and design and how the systems are put together in the house. Nasby said the City could probably assist with finding a homebuyer. Moraski asked if this competition had been tested in other areas and how successful was it. Head said he thought it had been done and was successful in some other communities, such as Chicago. Stewart said it would be a benefit to show builders and developers that by being innovative they could make money on a lower priced house. Gadson asked if this would be an annual competition or a one-shot deal. Head said they would like it to be successful the first year, and then see what happens. Elliott asked if Head had talked with architects and builders in the community to see if there was any interest in the competition. Head said there has been some general discussions in the last few years. Elliott asked if word on the competition would go out to everyone or just to recognized professionals. Head said the word would go out beyond Johnson County, and that the selection committee would select the best designs. He said part of the criteria for the competition would be that the competitor would have to build the project. Stewart and Elliott said they were not sure it should be limited that way. Page said the prize is the lot so they would have to be able to build the design. Head said the competition guidelines would be designed by the selection committee. Long reminded Commission members that their draft ranking sheets were due to City Planning Staff on Monday. Nasby suggested any Commission members with questions about conflicts of interest should call the City Attorney. OLD BUSINESS: There was none. NEW BUSINESS: There was none. ADJOURNMENT: MOTION: Stewart moved to adjourn the meeting. Moraski seconded the motion. The motion carried by a vote of 8-0, and the meeting was adjourned at 9:25 p.m. Minutes submitted by Traci Wagner. ppdcdbg\mins\hccic2-18,doc MINUTES HOUSING At'iO COMMUNITY DEVELOPMENT COMMISSION THURSDAY. MARCH 4, 1999 - 6.30 P M. SENIOR CENTER - LOWER LEVEL CLASSROOM MEMBERS PRESENT: Dan Coleman. Bob Elliott. Denita Gadson, Rick House. Jayne Moraski, Lucia Mai-Page. Kathleen Renquist. Gretchen Schrnuch, Bill Stewart MEMBERS ABSENT: None STAFF PRESENT: Maurice Head. Steve Nasby. Marcia Klingaman, Pam Barnes. Dave Schoon OTHERS PRESENT: Teresa Kopatich, Robert Burns, AI Axeen, Maryann Dennis, Jean Mann, Sheme Panther, Judy Gerlick, Ginny Rew, Danielle Thompson, Bob Jackson CALL TO ORDER: Chairperson Schmuch called the meeting to order at 6:30 p.m. CONSIDERATION OF THE MINUTES FROM THE FEBRUARY 17. 1999, MEETING: MOTION: Stewart moved to approve the February 17, 1999, meeting minutes as submitted. Elliott seconded the motion. The motion carded by a vote of 9-0. CONSIDERATION OF THE MINUTES FROM THE FEBRUARY 18, 1999. MEETING: MOTION: Stewart moved to approve the February 18, 1999, meeting minutes as submitted. Elliott seconded the motion. The motion carded by a vote of 9-0. PUBLIC/MEMBER DISCUSSION OF ITEMS NOT ON THE AGENDA: Nasby said that Grosvenor sent over some quick facts from the Housing Authority, and he passed out copies. DISCUSSION OF FY00 CDBGIHOME APPLICATIONS: Schmuch said when looking at both the averages and medians there is only one project that falls below the 60-point minimum. Coleman said he thought they should discuss all the projects because this was a preliminary ranking. City of Iowa City - Downtown Evaluation Study Nasby handed out correspondence regarding this funding request. Stewart said he thought the project was interesting. but he gave it a low ranking in the scope of the other funding requests they received. Elliott said he gave it a high enough ranking, but noted the other priorities for housing, food and necessities and the fact that he would like to see the downtown merchants clean up the sidewalks and streets before they get funding. Coleman said he was only able to find a CITY STEPS priority of 3 for this project, and asked if anyone else gave it a higher mark. Moraski said she did because she thought it fit under Planning. Schmuch said while the argument is that the project would target low-income persons, and it might be a low-income area for rental housing, she thought it was 'hard to argue that a downtown survey would primarily target low-income persons. Stewart said he agreed. q/ Housing and Community Development March 4, 1999 Page 2 Coleman asked if anyone gave the project points for Leveraging Resources. Renquist said she gave it 2 points under Human Resources with a question mark that maybe the Chamber of Commerce might help. She said she also gave the project 2 points under Taxes because if the downtown remains viable, the tax base would be increased. Coleman asked if the idea for that meant that the project itself would pay taxes. Moraski said that was questioned, so the project may not but it could support something that would. Elliott said he gave nothing for a short-term evaluation, but noted that this project could have a long-term impact on the future of downtown Iowa City. Coleman asked what other Commission members had for the CITY STEPS objective met by this request. Renquist said Technical Assistance under Planning. Moraski asked Schoon if he thought this study would continue without this funding. Schoon said they would approach the City Council for the funds. He said they have not been able to identify any funding source in the community to contribute a substantial amount to this project. Page asked if the downtown businesses would contribute funds since this study would be bene~ting them. Schoon said they would look at providing the funds for implementing the program, costs for business recruitment and retention. but this request is just for providing planning information to do that. He said this is just a beginning of the process. Gadson asked if they had received support from the Chamber of Commerce for this project. Schoon noted the two letters of support from the Downtown Association and the Northside Market Place. Gadson asked if these groups were not willing to financially support the study. Schoon said they have limited budgets dght now, and they are working on projects focusing on customer retention, so it is difficult for them to come up with the additional funds for the study. Coleman asked where the CITY STEPS objective was. Stewart noted that this is the third- lowest ranked project, and asked if members wanted to spend a lot of time on it. Schmuch said she thought they could be flexible in how they understand the CITY STEPS objectives. Moraski said #3 under Needs and Priorities, asked if it meant the spirit of the document. Successful Living, Inc. - SRO Rehabilitation Nasby handed out Successful Living's balance sheet as requested. Schmuch noted that the organization is losing money providing the service. She said she gave it the highest ranking. Stewart noted the request was $14,395.30. Schmuch said one reason she ranked the project so highly was part of the project's history had D&K Properties stepping in to fill the gap. She noted the number of pdvate dollars that have gone into the project, and how few public. dollars have, so she had it leveraging a lot. Elliott said he thought the priorities were there policy-wise. Schmuch asked about the con that said the "emergency set aside may not be eligible for funds." Head said that does not quite fit into the regulations because it is asking for funds for a future possible event, not going for a specific thing that would be addressed. He said it is something that may be addressed based on the fact that they have had damage in the past, and had not anticipated that damage so they did not have a reserve to cover it. He said the funding would go for a reserve for a future event that the Commission does not know would happen. Elliott said one reason he was interested in partial funding for this project was because there were about three or four agencies that made presentations to the Commission that had funds set aside for employment training, and he thought it was duplication to fund several agencies to all do employment training. Coleman said he did not find evidence of efforts to secure other funding for this project, and he was not sure that they demonstrated that this level of public subsidy was necessary for this project. Kopatich said the balance sheet shows the private funds used by the project, and stated that those have diminished and are not available for this project. Page asked about volunteers Housing and Community Development March 4, 1999 Page 3 for Leveraging Human Resources. Kopatich said volunteer help would be used for some of the rehab and the cleanup with the kitchen remodeling. She said volunteer help for the project in general includes church groups that facilitate a bible study and churches that make donations. She said that since the group they work with is so high-risk they don't have volunteers coming in to do the one-on-one work that the trained counselors do. Iowa City IHA Senior Housing I - Rental Housing Schmuch asked how the budgeting, the public subsidy and the rents for the Riverview Place project that was just funded compare to this request. Head said generally, the Riverview Place project had more private dollars in the project and less public dollars, although he did not know the exact percentages. He said he thought this project had a higher level of public subsidy. Nasby said the HOME assisted units would be at Fair Market Rent, and both projects are capped at that rent. He said that 24 of Riverview's 36 units were HOME assisted, and the remaining 12 would be subject to the tax credit capped limits. He said the Commission funded $150,000 for the 24 HOME assisted units in the Riverview project. Moraski asked if the Fair Market Rent was the contract rent or 30% of the tenant's income that they paid in. Nasby said it was HUD's rent standard. He said if the tenant has Section 8 assistance they would pay 30% of their rent, if they don't they would pay the Fair Market Rent regardless of their income. He said the rent is not based on the tenants' incomes. Coleman asked about the con 'slow to meet program requirements for Saratoga Springs.' Head said Saratoga Spdngs is a project that has since been completed, but went longer than the schedule in their agreement. He said a partnership agreement between HUD and the developers attorney took a long time, and the Davis-Bacon portion of bidding the project out took some more time. He said their project timeline was extended a couple of times to try to get the project completed. Moraski said that she had seen this company's work all over the state of Iowa, and said they are capable even though they may have been slow on one project. Stewart asked if the Commission could afford to do both projects to the detriment of the other applicants in the project. Page said asked if they fully fund one phase, could the other phase wait and reapply later. Schmuch said that Burns said he would like to get the Phase III funding so he has it when applying for the other funding, but that it was nice for the Commission to see that he already had the other funds and zoning issues in place for Phase I. She said she did not think that not funding Phase III right now would jeopardize the entire project. Bums said the reason they applied for Phase III funding now was to get the horse ahead of the cart, and have the local support driving the project to be funded by the Iowa Finance Authority and IDED. He said they would have a stronger application to the Iowa Finance Authority and IDED if they already had the local money. He said the tax credits for Phase III would be awarded in March 2000. Burns said the two delays for the Saratoga Springs project resulted from the Greater Iowa City Housing Fellowship, which is a nonprofit organization, and his business, which is a for-profit organization, plowing new ground with a venture by a for-profit and nonprofit, and that caused some delays. He said they also had to publicly bid the construction portion project. EIliott said he ranked Phase I and III virtually the same, but if they fund both of those that would commit one-third of the total funds to what he considered one project, and he did not think that was appropriate. Stewart said it would be over 40%. He said he agreed, and thought they should fund the first phase, but that they should not give over 40% of the funding for one project. Schmuch asked Burns if he received firm commitments for the other funding included in the Phase I budget. Burns said the State HOME funds are not committed because they are contingent on the local funds, but all the others are committed. Nasby asked what would happen Housing and Community Development March 4, 1999 Page 4 tO the project if the State HOME funds were not awarded. Burns said the state has not made all their funding commitments, and told him they were waiting to see what the City would do. Moraski noted that the project would be in~ll on land that is not that great to begin with, and it has the zoning already approved. Schmuch asked if the 1% loan was comparable with Riverview Place. Nasby said Riverview's was a 1% loan, but their repayment terms of 18 years was much shorter than the proposed 30 years in this project. Iowa City IHA Senior Housing III - Rental Housing Members felt they had discussed Phase III enough during the Phase I discussion. Hawkeye Area Community Action Program - Acquisition Coleman asked if the HUD Continuum of Care Award was contingent on local funding. Head said that has already been approved, and it is for one-half of the acquisition and rehab costs, and the local funding would be the match for that. Coleman asked if it would be an option to purchase just one of the two buildings if partial funding was awarded. Head said he thought the HUD approved grant was for both buildings. Schmuch asked what the rent would be in the apartments. Axeen said 30% of the tenant's income, so if they have no income they don't pay rent. He said that was also not a Section 8 project, so it would not be producing revenue. He noted that tenants are limited to staying in the apartments for up to two years, but the services may be provided for a longer period of time. Stewart said he thought the project seemed like a terrific subsidy, and asked if it was the most efficient way to help the homeless. Axeen said for the City it is because HUD funds the operations and support on renewable three-year grants. He said the long-term payback would be greater. Moraski asked Axeen to state HACAP's ability to carry this project out. Axeen said they have 10 scattered site supportive housing units in Johnson County, and they have 18 other units in Broadway that were purchased by the City and participate in a certificate-based program. He said they have units in Washington and Benton Counties, and Cedar Rapids is probably their biggest market with 60 units in one site and another 48 scattered site units. He said most of the housing stock that MAHP has was given to them by HACAP. Coleman asked where the money paid to the City for the units would go. Head said he thought that money would go to the Housing Authority to perform additional affordable housing projects and services. Elliott asked how many radiities like this for homeless people would be a duplex as opposed to a less expensive type of facility. Head said the City does not have a lot of housing stock like this. Axeen said these buildings are particularly attractive to them because they are two bedroom units, and that would fill their biggest need in this area for small families. He said Emergency Housing Project serves single people. Elliott said this would be expensive housing, but there is not really anything else like it in Iowa City. Page asked if there was a job search timeline for people who are not bringing in an income. Axeen said they generally see some positive results from job searches within 30 days or so of moving in. He said to maintain the housing, tenants have to be working at least 20 hours per week or going to school for at least 12 hours. Greater Iowa City Housing Fellowship - Acquisition & Rehab Coleman asked if the project leveraged Human Resources, such as volunteers, other than the volunteer board. Dennis said if they received the HOME funds, any part of the rehab would have to be competitively bid. She said they utilize a lot of volunteers and inkind work/donations with the rest of their units and administrative duties. Moraski said she worked with a Housing Housing and Community Development March 4, 1999 Page 5 Authority for a number of years, and is a big proponent of scattered site projects, so this project appeals to her on that level. Elderly Services Agency - Small Repair Program Nasby presented the repeat client information from ESA as requested. Mann said they cannot use volunteers for the Small Repair Program because licensed contractors are required, but they do use volunteers to paint houses, put down floors, etc., that do not require a license to do. She said the Mechanicel Contractors Union voluntarily comes in and checks/repairs furnaces every other year. She said the repeat clients are tricky because ESA is trying to serve the poorest and oldest clients who want to remain in their homes. She said when a client returns for services, she decides if the person has a genuine need and if so they repair or fix the problem. Schmuch said she ranked this program quite highly. and said she often refers hospital clients and patients to the program, and they are quite happy with it. Elliott said he liked the idea of keeping as many people in their homes as possible for a number of reasons. Coldren Retirement Residence - Rehab Renquist said she thought the request was straightforward. Coleman asked if repladng the' boiler was connected or disconnected from the rest of the project. Sc, hmuch said she thought replacing the boiler was the most immediate need. Panther said the boiler is the most pressing problem, and in order to get the money for the other things they need this money as match. She said even if they don't get the funding for the other things, they would still like to replace the boiler. City of Iowa City - Housing Rehabilitation Program The Commission did not have any questions or comments about this funding request. City of Iowa City - Affordable House Design Competition (lot acquisition) Moraski asked about the long-term benefit that this would have to the community, and said she would like to see a housing design for more than one unit for the amount of money going into the project. She said she was also concerned about local builders' interest in doing one house for $110,000, and she was not sure that the incentives were there for a builder to compete for one lot that they may or may not be able to make money on. Renquist asked what incentive there would be for someone to create a design, enter it in the competition and have the City take ownership of it. Coleman said if the builder did not want to own the building, they would not want to own the plans. Head said the builders would get the lot if they win the competition. Coleman said he thought this competition would be conducted in a manner that would give some good public relations to the winner, which seemed like an incentive. Gadson said she liked the idea because it is a creative way to try to stimulate ideas on housing and development. Moraski said if that was the case, she thought the competitors would be people who were not part of the current development community, which is fine, but if they are not part could they have someone come and build the house for them. Stewart noted that the builder would have to build the house to get the lot. Elliott asked if there would be a winner. Head said they hope to create a committee of local architects, planning department staff and others that would select a winner with the best affordable housing design. He said if there is additional money left over from the lot purchase, they would like to have prize money for the second or third best designs. He said that way they could have two or three designs, and one would actually be built. Elliott asked what would happen if the winner designs a house that is no different from any other single-family house in Housing and Community Development March 4, 1999 Page 6 Iowa City. Head said there are some criteria that the design would have to meet. He said he thought there were developers in town that would be interested in having an opportunity to show what they can do creatively in terms of affordable housing design. Elliott suggested that there be communication stating that nontraditional competitors, meaning people outside the building and architectural circles, know about the competition. Moraski asked why the City could not get the lot from the peninsula development. Head said the peninsula development is two or three years away, but the designs could possibly be used in there if it meets the peninsula's development standards. City of Iowa City - Affordable Housing Funding Pool Moraski said she liked the idea, but wanted to know how it was different from just having an extra contingency fund. She said she had a hard time with holding over money that may not get spent. Head said there are currently two application periods for the project, but Schmuch suggested at the last meeting to leave the application period open the entire year, except for a "black-out' period during the allocation process. He said that way a developer that would have a project out of sync with the funding allocation timeline could come in and use the funds as gap financing for up to 15% of the project. He said the funding would be paid back, so they would have a revolving fund to help developers in the community. He said if they find that there are no takers for the project, the money would simply go back into the pot. Coleman said he thought the fact that the City would commit some of their own funds for affordable housing is something that needs to be taken advantage of. He said given the two cons of "receiving limited applications in the first round" and "the program is new and unproven," they may want to slow down the pace of funding for it from.what has been proposed. Successful Living, Inc. - Transitional Housing Support Services Elliott said he thought this project duplicated employment training services offered elsewhere in the community. Moreski asked Kopatich to discuss that. Kopatich said many agencies deal with employment issues, but they all have different clientele. She said with Successful Living, when a client comes to them looking for or to maintain employment, they try to hook them up with something available in the community. She said if they cannot do that, they try to provide that through their own services, such as a person that acts as a mediator between the employee and employer. Elliott said that would help, but with the Workforce Development Center, the Chamber of Commerce Human Resources Committee and the Southeast Iowa Human Resources Association there are so many similarities, and he thought it would benefit the agencies to sit down, consider the similarities to try to avoid service duplication and zero in to what is unique to the agency's clientele. Coleman said he did not understand the con identified by staff for this project. Schmuch said she thought that "other barriers" meant that people get categorized either in a disability or mentally ill funding scheme, and if they need ongoing support outside of Successful Living they do not fit into the category for ongoing assistance. Nasby said he thought Linda Severson was talking about looking for future funding, and that this is basically the only funding that has been identified for that group because the clients do not have an identified barrier, such as physical disability, substance abuse or mental illness. Kopatich said Successful Living's goal is to be as independent as possible from needing financial assistance, so as they grow as an agency they explore ways to fill their financial gaps. She said many people they serve are not eligible for other funding, and right now there is no other place to go for that funding. Coleman said he thought it might be to the Commission's advantage to review the organizations that have applied for funds for three consecutive years, Housing and Community Development March 4, 1999 Page 7 tO see how have the agencies have been doing, does the Commission want to fund them again, is there is a message the Commission wants to send to those agency directors, etc. Nasby said the public service organizations have to submit a request for a new or extended service if they are applying for funds each year. Schmuch said she thought that was a good thing to revisit, but sometimes the agencies go to the Commission for funding because they fill what the agency needs. Mid America Housing Partnership - Homebuyers Counseling Elliott said of the $12,000 budgeted, a little over $9,000 would go for salaries and administrative costs. He said he thought the Iowa City Homebuilders would benefit from having someone assist with homebuyer counseling, and he would like to see them pay for part of it. Stewart said this project was low on his priority list. Head said the requested amount is $6,473, and the program has the other half of the funds committed from the Housing Authority. Elliott noted that is still coming from government funding source, and he would like to see some pdvate funding committed for this project. Head said he thought the idea was to get funding to get the program started, and then work with banks to get the program privately funded by the second year of its existence. Elliott said he thought the object of the program was very worthwhile and necessary. Gadson said she thought that having the backing of the Housing Authority makes this project viable. Moraski said she thought the City had come up with some good projects in the past, but they haven't always been able to generate interest in them, but this project will create awareness through the Housing Authority. Mayors Youth Employment Program - Job Training The Commission asked staff to contact Diane Hagarty to answer the question about who is targeted for this project and why they cannot be served by other available job training sources. Moraski said the con listed is "vague on recruitment of participants," and said she would like a response from Hagarty about that. Gadson said she gave the project one of the highest rankings, but said the proposal language on pp. 117 and 118 was a bit disturbing for her. She said the word "struggle" gave a negative assumption, and noted the language on p. 118. Page said she also ranked the project high because in her line of work she sees a lot of people come and go who know how to work the system, and she wished that she could have some of her employees go through this type of program. Coleman said the idea that the participant will struggle to keep their job after they complete the program sort of shows how the program views their own success with clients. Elliott said they might be reiterating what they have dealt with in the past. Gadson said they could be reiterating what they feel could be advantageous in receiving funds for this program. DVIP - Furniture Project Elliott noted that some clients come from other communities and counties, so some funding should also come from there. Renquist said she liked this project, and that they work hard with substantial benefits to Johnson County. She would like to see the Johnson County Board of Supervisors looking into some type of funding for this project. She said the Commission has funded this project year after year, although it is a viable and worthwhile project. Schmuch noted that last year's Furniture Project application listed about 20 other funding sources they had approached, and they did not receive much money. Stewart said he thought they got a lot of bang for their buck with this project. Elliott and Renquist agreed. Renquist said she would like to see the project receive additional funding from other sources so they could get more help. Housing and Community Development March 4, 1999 Page 8 Community Corrections Improvement Association - Youth Leadership Nasby passed out correspondence from CCIA regarding numbers and percentages of participants in the different income categories. Schmuch said this project focuses on children who seem to be leaders and making it positive leadership experiences. Salvation Army - Facility Improvements Elliott noted that it seemed that there were portions of the project that had a higher priority than others, and partial funding could accommodate that prioritization. Schmuch said the Commission asked for a prioritized budget, and she was not sure if that was the way it was written. Nasby said the request on p. 93 is what they are requesting funds for. Gadson said Sears noted that the public restrooms, kitchen equipment and the lounge space were priorities for the project. Staff said they would get that information clarified from David Sears. Schmuch noted that any church-and-state issues have been worked out with the applications, so they would not be an issue. Old Brick - Accessibility Schmuch said she was not sum how to consider the income categories of all the people that Old Brick serves. Judy Gerlick, President of the Old Brick Board, said they rent office space at a reduced rent to organizations that provide human services. She said the Episcopal ministries have an Agape Car6 that serves about 50 people per week, and they could serve more if they could access the building easier. She said traditionally they have said that the ministries use 30% of the building and the rest is used by other groups, so they have only requested 70% of the project total from CDBG funds. She said they have applied elsewhere for the other $30,000. Elliott said he was torn because he saw the entire fadlity as more historic preservation than anything else. Gerlick said they are looking at the people who use the building and how to get them up to the second floor. She said historic preservation makes that more difficult because they have to make the accessibility renovations in the interior. Stewart said he thought it was difficult to say that putting people in an elevator should have precedence over giving homeless people a place to stay, and while those are two different things they have to be considered because the funds are so scarce. Gerlick said they are hoping that elevator will help Old Brick serve more persons with disabilities. Coleman asked where the Agape Car6 was located. Geriick said on the second floor in the big auditorium. Coleman asked if that was already accessible. Gerlick said no, that is the level they are trying to access. Elliott asked if there was accessibility to the building from the sidewalk. Gerlick said one wing is accessible, so getting people in the building to an elevator would not be a problem. Miller-Orchard Neighborhood - Parkland Acquisition and Development Schmuch noted that a handout with letters of support and a newspaper article were already passed out. Nasby passed out a petition from the neighborhood with 157 signatures for the project. Moraski asked how the City typically acquired park land, and why that could not apply in this infill situation. Nasby said the City gets a fee in lieu of or property in a new subdivision. He said most of the rest of the town was platted with parks a long time ago. He said because this neighborhood is infill, he said that getting anything in lieu of development would be a long shot. Moraski said there is some vacant land there that could be developed, and when that happens the park land could be required. Nasby said that is one way to get another piece of park land, but noted that the neighborhood had a net deficit of 7.36 acres and that additional piece would not wipe out that deficit. Housing and Community Development March 4, 1999 Page 9 Rew noted that the Buss's own two acres of property near this site, and if the land is acquired they would donate that land, which would double the park land space. She noted that they would not donate the land if this particular site is not purchased. Schmuch asked if there was anything in writing regarding that commitment. Rew said the letter stating that commitment was included with the other letters of support. She said there is an urgency to this project because they may not be able to return next year to reapply if the land is no longer available for sale. Renquist said it was specifically mentioned in on p. 86 in CITY STEPS that there was a need for park land in this area. Elliott asked where the nearest park is for this neighborhood. Nasby said Willow Creek Park near Mormon Trek Boulevard. Stewart asked if the nearby school grounds were accessible and available to the area. Rew said yes, but she recently spoke to the Roosevelt Elementary School principal who said they have had problems with people coming in and ruining their basketball rims and other equipment. A neighbor said neighborhood kids are not allowed to use the school playground dudrig the after-school program, and by the time that is finished it is usually dark outside. Rew said while the entire request is for $215,000, the pressing need is for $65,000 to purchase the land. Moraski noted the concern about the safety and accessibility of the park since Benton Street has so much traffic. Coleman asked if anyone interpreted this as a project that helped people gain self-sufficiency. Some Commission members said no. Coleman said he was having trouble understanding how someone reached a total of 80 points for the project. Schmuch said she gave some self-sufficiency points, interpreting the category broadly as peace of mind, a sense of neighborhood and a place to go. Renquist said she have two points for that category, and Gadson said she gave it three points. Coleman said he gave it five points for meeting the goals and objectives, and three points from the table. In response to a question, Nasby said a neighborhood facility would receive a medium score. Elliott said he gave the project a 50, but said he understood the projecrs interest and need, and if the Commission could feed the hungry, house the homeless and train the unemployed to be employed on a reasonable level he would be in favor of at least purchasing the property, but he thought the other things should come first. Renquist said she would support the project if they could at least fund the property purchase. Schmuch said she gave points for Leveraging Human Resources. She noted that they came up with 157 signatures in support of the project in a short period of time. Renquist read the petition statement aloud. Hannah's Blessing Day Care Center - Facility Acquisition Nasby handed out a budget amendment for acquisition of another facility. Moraski asked about the Center's capacity to undertake the project. Coleman said he gave this project a middle- range score. He said he did not see any leveraging of resources, demonstration of effort to seek private funds or that the level of public subsidy is needed for this project. Thompson said they will be seeking the Eady Head Start Program funding from DHS, and said there are other funding and volunteer sources they plan to utilize. She said they are planning to seek match funding from private banks. Elliott asked if the parents' payment to have their child in the program was based on their income level. Thompson said yes, and the Early Head Start program funds would help defray some of the costs. Elliott asked if this Center was nonprofit. Thompson said yes. Schmuch asked about zoning and parking. Thompson said the property is located in an RS-5 zone, and they have an application submitted for a special exception for this proposed use. She said one parking space is required by the City for every six children, there are four spaces in the driveway and at least three in front of the property. She noted that they are still looking for Housing and Community Development March 4, 1999 Page 10 properties that would not have zoning problems and that would meet all of DHS's requirements. Moraski asked if the proposed property was close to the DHS requirements. Thompson said they have not had it inspected and there are a few things that they need to do, but it is very close. Free Lunch Program - Kitchen Improvements Schmuch said she thought the funding request was pretty straightforward. Evert Conner Center - Downtown Accessibility Improvements Moraski said this project would be funded because businesses do not comply with the current accessibility law. She said she had a hard time giving money for things that businesses are supposed to do anyway. Coleman said he thought the guide part of the project made sense, and maybe they could do an assessment on the needs for the accessibility improvements and return next year for more funding with something more concrete. Schmuch asked staff's opinion on the agency's capacity to follow through with projects. Nasby said the City would be doing most of the administrative work with the businesses regarding the door opener rehabs. He said the Conner Center would identify the businesses that needed the rehabs. EI!iott said this project would provide necessary assistance to persons with disabilities. Moraski said she saw the project's importance, but she still had reservations about funding the rehab. Coleman said that the only way the businesses will be forced to comply with ADA regulations is if they are sued, and noted that the Conner Center or another agency could propose a legal fund to the Commission that would allow pursuit of ADA claims against noncomplying businesses. Moraski said if the Conner Center's guide was made more public they might be able to shame businesses into getting their act together. Renquist suggested pdnting the guide as a special segment in the Iowa City Press Citizen. Community Mental Health Center - Facility Rehab Elliott noted the priorities of the project made during the presentation, and said that partial funding could take care of the major priorities. Coleman said he thought the CMHC was doing a good job on their other two building projects, and said the need is definitely there for this building. Institute for Social and Economic Development - Microenterprise Training Schmuch said the other microenterprise request withdrew its application because it found funding elsewhere, but it was asking for about $13,000 less to serve as many people. She noted that ISED has received funding from the Commission the past few years. Renquist noted that the Commission got scolded by the Council last year for not funding ISED. Commission members discussed the different funding categories and how fluid each one was. Moraski noted that ISED is requesting funds for the same program as the other microenterprise request that withdrew, and asked staff to ask ISED and have them explain why they are offering the program for less subsidy than the request that was withdrawn. Nasby said the ranking sheets are due March 11. OLD BUSINESS: Nasby noted the budget amendment for Riverview Place passed through the City Council. He also noted a letter from Liz Swenson was included in the packet. Housing and Community Development March 4, 1999 Page 11 NEW BUSINESS: There was none. ADJOURNMENT: MOTION: Moraski moved to adjourn the meeting. Gadson seconded the motion. The motion carried by a vote of 9-0, and meeting was adjourned at 8:55 p.m. Minutes submitted by Traci Wagner. ppdcdbg~min/~'k-.,dc34. dec MINUTES HOUSING AND COMMUNITY DEVELOPMENT COMMISSION SENIOR CENTER - LOWER LEVEL CLASSROOM WEDNESDAY, MARCH 24, 1999 - 6:30 P.M. MEMBERS PRESENT: Dan Coleman, Bob Elliott, Jayne Moraski, Lucia-Mai Page, Kathleen Renquist, Gretchen Schmuch, Bill Stewart MEMBERS ABSENT: Denita Gadson, Rick House STAFF PRESENT: Maurice Head, Steve Long, Steve Nasby OTHERS PRESENT: Bob Jackson, Teresa Kopatich, AI Axeen, Chuck Coulter, Ginny Rew, Maryann Dennis, Jessie Burns Recommendations: CALL MEETING TO ORDER & APPROVAL OF THE MINUTES FROM MARCH 4. 1999: Chairperson Schmuch called the meeting to order at 6:35 p.m. MOTION: Stewart moved to approve the March 4, 1999, meeting minutes as submitted. Moraski seconded the motion. The motion carried by a vote of 7-0. PUBLIC/MEMBER DISCUSSION OF ITEMS NOT ON THE AGENDA: There was none. MOTION: Renquist moved to discuss Old Business until Gadson arrived. Page seconded the motion. Commission members agreed to do that. OLD BUSINESS: Long said staff went out to the site that Liz Swenson acquired, and said it is staked. Moraski noted that lots could be staked for three or four years without being developed. She said she was not excited about the lack of progress with the project. Long said that Swenson was supposed to start excavation today. Head said he and Nasby went out to the site and did not see any excavation. Page asked what scenarios were available for the situation. Head said one option is to have an agency take over the site and complete the project. Long said the CDBG/HOME funds were used to purchase the lots. Moraski asked if staff had any suggestions. Head said that the Commission could reprogram the remaining $7,000-$8,000. Nasby said that the City could recapture the lots or give Swenson the option of repaying the value of the lots plus any of the funding that remained. Head said the .Commission could also allow Swenson to continue to develop the site, and if that is not done within a certain time period they could notify her that they would pursue one of the options already discussed. Page asked how many extensions Swenson had already received. Nasby said multiple. Stewar~ asked if staff knew if Swenson had a signed contract with a builder to complete the project. Head said Swenson said she talked to Ben Moore, but staff is not aware of any signed contracts with builders. Stewart suggested that the Commission offer Swenson an extension based upon City staff's review within the next two weeks of a signed contract she has with a builder. In response to a question, Nasby said the units were supposed to be completed last December, and staff was going to give Swenson an extension to July 1999 thinking that she would have ground broken by February 1999, which has not happened. Stewart suggested making the extension to October 1, 1999, for the project to be completed if Swenson presents a signed contract with a Housing and Community Development Commission Minutes March 24, 1999 Page 2 builder to City staff before April 8, 1999. Elliott asked if staff needed an alternative if that deadline is not met. Head said staff would report their findings about the builder contract to the Commission at their April 15 meeting, and they can decide what they want to do then. DISCUSSION ON FY00 CDBG/HOME FUNDING: Head said Scenario I is based on the composite result of individual Commission members funding of each project. He said it funds the most projects of the four scenarios. He said Scenario II is reduced funding allocation for high, medium and low projects, so the projects Commission members classified as being high would receive 80% of their funding request, the projects falling into the medium category would receive 70% and the low projects would receive 50%. He said Scenario III has allocations based on project categories of Economic Development, Public Facilities, Public Service and Housing and Planning. He noted the Public Service cap and that there was only one Economic Development project submitted, so the remaining funding in the Economic Development category would be used to fund the other high priority projects. Nasby said the title line should read, "All or nothing by category" instead of "Average allocation by category." Head said Scenario IV allocates funding based on the Commission members' top ranked projects, so the highest ranked projects would receive full funding until the funding is exhausted. He said this scenario would fund the least amount of projects. MOTION: Elliott moved to accept Scenario I as a guide/outline for the Commission to follow during the allocation process. Renquist seconded the motion. Schmuch noted that Scenarios II, III and IV were flawed in that the second ranked project was not funded by any of the Commission members. The motion carried by a vote of 7-0. Moraski said last year's allocation process led to a mixing of Scenarios I, III and IV, and she suggested that they use the average allocations as their guides for funding this year. Coleman said they could start with projects that members want to lower the funding allocation from the average. Stewart suggested removing projects that did not receive 60 points from consideration first. MOTION: Coleman moved to not fund. the Evert Conner Center for downtown accessibility improvements and the City of Iowa City downtown evaluation study because they did not receive 60 points on the average or the median. Moraski seconded the motion. Coleman noted that Hannah's Blessing Day Care Center facility acquisition received 57 points on the median and 60.1 on the average. Elliott said he was concerned about not funding the downtown survey. He said he thought it should be at least partially funded by the downtown merchants, and he thought a significant part of Iowa City's future lies with having a vibrant downtown. He said he did not want to see the project eliminated by a technicality, but he did have questions about it. Moraski asked if it was a technicality because the Commission's policy has been to not fund projects that did not receive 60 points, and this project did not receive 60 points on either the median or the average. Elliott said he thought that was fine, but he thought the survey had some significance for the downtown. Schmuch said the Commission could incorporate that into their rationale when they present this budget to the Council, and make a recommendation that the survey be funded by another source. Renquist said she agreed with Elliott. The motion carried by a vote of 7-0. Housing and Community Development Commission Minutes March 24, 1999 Page 3 MOTION: Stewart moved to not fund Hannah's Blessing Day Care Center for facility acquisition. Coleman seconded the motion. Elliott said he thought there was a significant need for infant childcare, and that the unemployment in Iowa City is very low. Moraski said she agreed, but said she thought the project was about one year from being ready to get going. She said she thought they needed that time for more planning to decide if they are going to rent or purchase, find a location, assess the zoning and parking issues, etc. Schmuch said she thought Hannah's Blessing could pull it off, but she did not think they could proceed without full funding and it was not likely that the lowest ranked project would receive that. Elliott said he would like the Commission to meet before next year's funding round to discuss priority needs for funding. The motion carried by a vote of 7-0. MOTION: Coleman moved to allocate $65,000 to the Miller-Orchard Neighborhood for parkland acquisition. Renquist seconded the motion. Stewart said this project has received a lot of press, it is a hot topic and the park land is great, but he felt there were some more urgent needs above it. EIliott said he allocated enough funding to purchase the land. Renquist said there is a need to preserve some of the land, and this is an unusual opportunity to do that within the City. She said that low-income people need to eat and have shelter, and they also need a place to have some peace. Coleman said there is the issue of how long this need has been unmet for this neighborhood and the time-sensitive nature of the opportunity to purchase the land. He noted the Commission's ranking sheets do not reflect those kinds of time considerations. Page said the neighborhood has the chance to get extra land donated, but only if they purchase this piece of land. The motion carried by a vote of 6-1, with Stewart voting no. MOTION: Stewart moved to allocate $275,000 to Iowa City IHA Senior Housing Phase I for rental housing, and no funding for Iowa City IHA Senior Housing Phase III. Page seconded the motion. Head said the project was awarded $700,000 in State HOME funds, and with the idea of local funds being $1 of every $3 of State funds, the project needs $233,334 of local money to leverage the State funds. Moraski said that Riverview Place returned to the Commission for funds because they miscalculated the match they needed, and she wanted to make sure that this match was in line. Head said yes. Schmuch asked why Riverview was able to build about the same thing with $150,000. Burns said all of their units would be rented at Fair Market Rent, which would require more subsidy. He said the $275,000 is required to make the project feasible, even though it is more than what is required for the State funding match. He said all the costs are documented and set, so if the funding from one source is lowered they would have to cut from another area of the project or they would have to borrow more money at a high expense. Head said that the State funding match may be a different than project feasibility. Moraski said the project has a timeline, and they may return to the Commission for more funding to fit that timeline because timing is a major issue. Schmuch said that staff reviewed some of the fees in the proforma and had some questions about them. Head noted that some of the fees in Phase III could be lower, such as drawing the architectural plans, because that would only have to be done in the first phase. Housing and Community Development Commission Minutes March 24, 1999 Page 4 Elliott asked if $235,000 or $240,000 would inhibit the viability project and if the Commission cannot say for sure, he would be in favor of allocating $275,000. Coleman said he would suppod the motion with the knowledge that they have some wiggle room with this project if they are looking for a few extra thousand dollars for another project later on in the allocation process. The motion carried by a vote of 7-0. Stewart noted that there are six zeros for the Old Brick project, and said he was not sure that the average allocation of $13,333 would do the project any good. Coulter said that the $70,000 requested is partial funding because the entire project would cost about $1 million. Coleman read from the application that stated if partial funds were awarded the project would continue, and because of its top priority the elevator would be installed using other funds raised for rehabilitation and renovation as necessary. Coulter said any partial funding would help the pFoject. Elliott and Renquist said they would like to hold off on allocating funds for Old Brick until later in the meeting. MOTION: Coleman moved to allocate $275,000 to the Greater Iowa City Housing Fellowship for acquisition and rehab. Stewart seconded the motion. Stewart asked if the project could work with $275,000. Dennis said they could still do the project; they would either have to raise the rents for some of the units or renegotiate the number of units. Renquist said that the Commission funded GICHF last year and that money has not been used yet. Dennis said that is because they were waiting to hear from the State, and they did receive the State portion of the money for that project. She said that project is ready to go, and due to a newspaper article by 8:15 a.m. she had received three calls from people wanting GICHF to purchase their houses. The motion carried by a vote of 7-0. MOTION: Elliott moved to allocate $28,000 to Eldedy Services Agency for their small repair program. The motion failed for lack of a second. MOTION: Page moved to allocate $65,395 to the Salvation Army for facility improvements. The motion died for lack of a second. Moraski suggested they discuss the Salvation Army funding request and their priorities. Elliott said that $42,000 would cover their project priorities. MOTION: Elliott moved to allocate $42,000 to the Salvation Army for facility improvements. Coleman seconded the motion. Coleman said on p. 90 of the Salvation Army's application, the kitchen and washroom are listed as high priorities. Page said that she also had the heating and air conditioning and furnishings and equipment for the large meeting room and the dining room listed as priorities. Coleman and Renquist said they both only had the kitchen and washroom listed as priorities. MOTION: Elliott moved to amend the funding allocation to $42,920. Coleman seconded the amendment. The amendment was carried by a vote of 7-0. The amended motion was carried by a vote of 7-0. MOTION: Stewart moved to not fund the City of Iowa City Affordable Housing Funding Design for lot acquisition. Moraski seconded the motion. Housing and Community Development Commission Minutes March 24, 1999 Page 5 Elliott said he thought for years in Iowa City the single highest priority was to find a way for more affordable housing, and while there is some concern that this competition would not do that, staff feels that it is viable. He said he would like to allocate at least $20,000 to get an affordable housing design. Coleman said the funding request is for the purchase of a lot, and he was concerned about funding the project at less than $25,000 for that. He asked if staff had any other source of funds for this project. Head said no. Moraski suggested using a lot from the Peninsula Development for the project because she thought the project was a good idea, but that it could wait. Coleman said the entire Peninsula Development is being designed by one firm as an integrated development, so that area could be limiting. Moraski said part of the competition would require that the design fit into that development. Elliott said he liked the idea of the competition. Moraski said she thought Coleman had a point in that it would be difficult to find a lot to purchase for less than $25,000. The motion carried by a vote of 5-2, with Coleman and Schmuch voting no. Elliott said that he hoped staff would keep this idea on the table and come up with something because this is the first glimmer that could produce something more affordable. MOTION: Renquist moved to allocate $7,500 to the Free Lunch Program for kitchen improvements. Page seconded the motion. The motion carried by a vote of 7-0. MOTION: Stewart moved to not fund the Mid-America Housing Partnership for their homebuyer counseling program. Moraski seconded the motion. Elliott said he thought that homebuyer counseling was a good idea, and he proposed funding it at $3,000. He said of the proposed $12,000 budget, over $9,000 would go for salaries and administration. He said he thought the homebuilders would benefit from this and they should take part in the funding. He said he thought homebuyer counseling was very important when they are talking about making a lot of units available to persons who could benefit from the counseling at the time of the purchase. Page asked if a potential homebuyer could get counseling through their bank or realtor. Stewart said that there are some counseling programs, but the problem is getting low-income individuals to attend them. He said that Mid-America is an organization that may have alternative motives because they could produce buyers from the program. Elliott said he thought there was some interest from the City in doing a program like this, but it should be funded primarily by the realtors and builders. Head said that the proposed funding is to get the program started, and then their strategy is to explore other funding sources that would benefit from the program. Coleman said he would support the motion, even though he thought the project should get partial funding because the application states that the project would not proceed with partial funding and he thought the project was ranked too low to receive full funding. He noted that the application also states that the project cannot continue without continued funding. The motion carried by a vote of 5-2, with Renquist and Elliott voting no. Page suggested they discuss the City of Iowa City Housing Rehabilitation Program's funding request. Moraski agreed. Renquist noted that if the project does not receive full funding they would not be able to rehab as many units. ~l~mm~ Housing and Community Development Commission Minutes March 24, 1999 Page 6 MOTION: Stewart moved to allocate $250,000 to the City of Iowa City Housing Rehabilitation Program. Renquist seconded the motion. Moraski noted that figure is close to the average allocation. The motion carried by a vote of 7-0. MOTION: Stewart moved to allocate $14,395 to Successful Living, Inc. for SRO rehabilitation. Elliott seconded the motion. The motion carried by a vote of 7-0. MOTION: Moraski moved to allocate $12,500 to Successful Living, Inc. for transitional housing suppod services. Stewart seconded the motion. Stewart noted that funding would be for salaries. Schmuch said that this is the highest ranked public service project. The motion carried by a vote of 5-2, with Schmuch and Renquist voting no. Coleman asked if the HUD award HACAP received was contingent on receiving local funding. Axeen said it matches that. MOTION: Coleman moved to allocate $190,000 to HACAP for acquisition. Page seconded the motion. The motion carried by a vote of 7-0. MOTION: Elliott moved to allocate $49,565 to the Community Mental Health Center for facility rehab. Stewart seconded the motion. Moraski noted that the project has a lower rank to be fully funded. Renquist said that the Commission could fund part of the project this year, and CMHC could reapply next year to fund the rest of the rehab. Elliott said the project's highest priorities need to be done quickly. Stewart said CMHC serves a lot of people. Renquist said the Commission could allocate $28,000 for the roof and storm doors, and they could return for funding for the painting. Elliott noted that the current paint is lead-based, so they need the eaves, windows and paint. Coleman said the reroofing is a pressing need. Moraski said she thought they needed the roofing and windows more than the paint, which would make the allocation $28,889. The motion carried by a vote of 4-3, with Coleman, Moraski and Renquist voting no. MOTION: Stewart moved to not fund Old Brick for accessibility. The motion died for lack of a second. Elliott said that he would like to wait on discussing Old Brick because he thought fdnding food and homelessness was more important, but if the Commission has sufficient funds remaining after those things are funded he thought accessibility for the disabled was also important. MOTION: Moraski moved to allocate $14,411 to the Mayor's Youth Employment Program for job training. Page seconded the motion. Elliott said that this is one of four funding requests to provide employment training, and he thought those services were duplicated. Renquist said each of the four is serving a different population. Elliott said he thought employment training should be able to be covered in one area. Page said in her line of work she sees a lot of people that could benefit from something like this, and if the program could possibly receive some funding they could look to some other Housing and Community Development Commission Minutes March 24, 1999 Page 7 agencies for help. Elliott said he thought four agencies providing specialized job training was duplication. Moraski said she did not think there was duplication because of the distinct populations each of the four programs requesting funds would serve. Schmuch asked if the proposed figure in the motion was a meaningful amount for the program. Moraski noted that $4,500 covered fringe benefits. The motion carried by a vote of 6-1, with Stewart voting no. MOTION: Elliott moved to allocate $10,000 to DVIP for the furniture project. Coleman seconded the motion. Elliott said he thought this was a great project, but they have clients coming from other communities and counties who should also participate in the funding the project. Renquist said the County Board of Supervisors should support the project since it involves the landfill. The motion carried by a vote of 7-0. MOTION: Stewart moved to allocate $6,000 to the Coldren Retirement Residence for rehab. Renquist seconded the motion. The motion carried by a vote of 7-0. MOTION: Elliott moved to allocate $28,000 to Elderly Services Agency for their small repair program. Stewart seconded the motion. Moraski said the project could survive with partial funding; they would just be able to less projects. The motion carried by a vote of 5-2, with Coleman and Moraski voting no. MOTION: Coleman moved to allocate $50,000 to the City of Iowa City Affordable Housing Pool. Moraski seconded the motion. Moraski said she thought the project was a good idea, and the Commission should put in a little funding now to see if the demand is there. The motion carried by a vote of 7-0. MOTION: Stewart moved to allocate $14,539 to the Community Corrections Improvement Association for their youth leadership program. Moraski seconded the motion. Elliott said that $10,000 would provide transportation for the project. Coleman said every number on the sheet is lower than what was moved, so he supported a lower figure. Stewart said he thought this was a unique project, and it is an area in which some good could be done. MOTION: Stewart moved to amend the allocation figure to $10,000. Elliott seconded the motion. The amendment carried by a vote of 7-0. The amended motion carried by a vote of 7-0. MOTION: Stewart moved to allocate $34,000 to the Institute for Social and Economic Development for microenterprise training. Renquist seconded the motion. Moraski said she had a hard time fully funding something ranked as low as this project, and because the project does not utilize their funding per person as well as they could. Coleman Housing and Community Development Commission Minutes March 24, 1999 Page 8 said he agreed with Moraski, but ISED is the only one in the Economic Development category and this is a minimal amount for the Commission to be putting in for those kinds of needs. Renquist noted that the City Council likes this project. Elliott said he allocated $25,000 on his sheet. Schmuch said she agreed because SBDC, who withdrew their application, was offering to serve the same number of people as ISED with $20,000. She said they are also offering the class free to people whom cannot afford it. Stewart said the only problem with SBDC is that a lot of low-income people would be more intimidated going into the Pappajohn Business Building than they would going to ISED's office. The motion failed by a vote of 3-4, with Elliott, Schmuch, Page and Moraski voting no. MOTION: Elliott moved to allocate $25,000 to ISED for microenterprise training. Page seconded the motion. The motion carried by a vote of 7-0. MOTION: Renquist moved to allocate $41,109 to Old Brick for accessibility. Moraski seconded the motion. Elliott said he was in favor of that if that would help them. Coulter said yes. Coleman said he would support giving Old Brick some money, but he thought it was ranked too low for the proposed amount. He acknowledged that the Old Brick group is already going to try to get funding from the community, and that there is an incredible ability to raise funds from the community for this facility. He said there are some higher-ranked projects that the Commission could give more money to. The motion failed by a vote of 3-4, with Moraski, Coleman, Stewart and Page voting no. MOTION: Coleman moved to allocate $20,000 to Old Brick for accessibility. Moraski seconded the motion. Stewart said this is a landmark, sort of like the Miller-Orchard parkland, which he didn't want to fund because he thought there were other needs, but it might fit into the category. EIliott said he had a personal bias against Old Brick, but he thought that it served a specific need in the community and accessibility for disabled persons needed to be provided. He said this funding would show some amount of support for that. The motion carried by a vote of 7-0. MOTION: Moraski moved to allocate $2,500 more to Successful Living, Inc., to fully fund the transitional housing support services. Coleman seconded the motion. The motion carried by a vote of 7-0. MOTION: Coleman moved to allocate $1,000 more to the Mayor's Youth Program for job training and $1,000 more to DVIP for their furniture project. Page seconded the motion. The motion carried by a vote of 7-0. MOTION: Stewart moved to allocate $16,609 more to the Salvation Army for facility improvements. Page seconded the motion. Coleman suggested dividing that money between the Salvation Army, Greater Iowa City Housing Fellowship and City of Iowa City Housing Rehab. Schmuch said the Salvation Army proportionately took the greatest hit of those three projects. Stewart withdrew his motion. Housing and Community Development Commission Minutes March 24, 1999 Page 9 MOTION: Coleman moved to allocate $5,000 to the City of Iowa City Housing Rehab, $5,000 to the Salvation Army for facility improvements and $6,609 to the Greater Iowa City Housing Fellowship for acquisition and rehab. Renquist seconded the motion. The motion carried by a vote of 7-0. Head said that the Commission is scheduled to present their funding allocation recommendations and justifications to the City Council on April 5. Schmuch, Moraski and Elliott agreed to work on the justification rationales. NEW BUSINESS: Long handed out the proposed Board and Commission Absence Policy from the City Council. He said the proposed policy is that if a member misses more than 20% of the meetings in a 12- month period, which would mean 3 meetings for this Commission, they would be notified by mail and have to go before the City Council, who would decide if the member should be retained or terminated from their Commission or Board position. Stewart said that sometimes members have reasons, such as illnesses, for missing meetings. Long said that the proposed policy would allow members to appeal to the Council in those cases. He said the Council would like input on this proposed policy before April 30. Moraski noted that most Commission and Board members were volunteers, and she thought the current absence policy was working fine. Elliott said he was not in favor of the proposed policy, and said the Council appoints Commission and Board members so they should be able to remove them if they feel the need to do so. Nasby said that he would call Commission members to let them know where the allocation discussion was on the Council's work session agenda. Schmuch asked Commission members if they wanted to set the loan terms and rates for the funding allocations, or if they wanted to have staff do it. Members agreed to have staff do it. ADJOURNMENT: MOTION: Coleman moved to adjourn the meeting. Page seconded the motion. The motion carried by a vote of 7-0, and the meeting was adjourned at 8:20 p.m. Minutes submitted by Traci Wagner. ppdcdbg/min/hcdc3-24.doc PROJECT RANKINGS AND RECOMMENDATIONS FOR FY00 CDBG AND HOME FUNDING ECONOMIC DEVELOPMENT PROJECTS (Est. Set-aside $162,000) Micro-enterprise Training: Institute for Social & Economic Dev. Subtotal HCDC (3124/99) Request Recommendation $ 34.000 $ 25.000 $ 34, 000 $ 25, 000 Rank 18 PUBLIC FACILITIES PROJECTS (Est. Set-aside $126,850) Facility Rehabilitation: Salvation Army Kitchen Improvements: Free Lunch Program Facility Rehabilitation: Community Mental Health Center Facility Accessibility: Old Brick Parkland Acquisition & Dev.: Miller-Orchard Neighborhood Subtotal $ 65,395 $ 47,920 3(tie) $ 7,500 $ 7,500 5 $ 49,565 $ 49,565 16 $ 70,000 $ 20,000 17 $215,000 $ 65.000 20 $40~460 $189,985 PUBLIC SERVICE PROJECTS (FY99 Statutory Cap $156,450) Transitional Housing Support Services: Successful Living Employment Training: Mayor's Youth Employment Program Furniture Project: Domestic Violence Intervention Program Youth Leadership: Community Corrections Improvement Assn. Aid to Agencies Subtotal $ 15,000 $ 15,000 $ 25,000 $ 15,411 $ 13,688 $ 11,000 $ 23,000 $ 10,000 $105,000 $105.000 $181,688 $15~411 7 9 10 14 HOUSING PROJECTS (Est. Set-aside $1,026,100) Senior Rental Units: Iowa City IHA Senior Housing Phase I Acquisition & Rehab: Greater Iowa City Housing Fellowship Housing Rehabilitation: City of Iowa City Transitional Housing: Hawkeye Area Community Action Program Rehabilitation: Coldren Retirement Residence SRO Rehab: Successful Living, Inc. Affordable Housing Funding Pool: City of Iowa City Small Repair Program: Elderly Services Agency Subtotal ADMINISTRATION HOME Program Administration CDBG Program Administration and Planning Subtotal CONTINGENCY Unprogrammed Funds TOTAL $275,000 $275,000 1 $300,040 $281,609 3(tie) $300,000 $255,000 5 $190,000 $190,000 8 $ 6,000 $ 6,000 11 $ 15,295 $ 14,395 12 $150,000 $ 50,000 13 $ 28.000 $ 28.000 15 $1,264,335 $1,10~004 $ 64,300 $ 64,300 $144.300 $144.300 $208,600 $20&600 $ 70.000 $ 70,000 $2,166,083 $1,750,000 PART III PROJECTS RECOMMENDED FOR FY00 CDBG AND HOME FUNDING ECONOMIC DEVELOPMENT PROJECTS (Est. Set-aside $162,000) Micro-enterprise Training: Institute for Social & Economic Dev. Subtotal PUBLIC FACILITIES PROJECTS (Est. Set-aside $126,850) Facility Rehabilitation: Salvation Army Kitchen Improvements: Free Lunch Program Facility Rehabilitation: Community Mental Health Center Facility Accessibility: Old Brick Parkland Acquisition & Dev.: Miller-Orchard Neighborhood Subtotal PUBLIC SERVICE PROJECTS (FY99 Statutory Cap $156,450) Transitional Housing Support Services: Successful Living Employment Training: Mayor's Youth Employment Program Furniture Project: Domestic Violence Intervention Program Youth Leadership: Community Corrections Improvement Assn. Aid to Agencies Subtotal HOUSING PROJECTS (Est. Set-aside $1,026,100) Senior Rental Units: Iowa City IHA Senior Housing Phase I Acquisition & Rehab: Greater Iowa City Housing Fellowship Housing Rehabilitation: City of Iowa City Transitional Housing: Hawkeye Area Community Action Program Rehabilitation: Coldren Retirement Residence SRO Rehab: Successful Living, Inc. Affordable Housing Funding Pool: City of Iowa City Small Repair Program: Elderly Services Agency ADMINISTRATION HOME Program Administration CDBG Program Administration and Planning CONTINGENCY Unprogrammed Funds Subtotal Subtotal TOTAL SOURCES OF FUNDS FY00 CDBG Entitlement FY00 CDBG Estimated Program Income FY99 Unexpended Funds (from contingency and projects) FY99 Unbudgeted CDBG Program Income FY00 HOME Allocation TOTAL HCDC (3/24/99) Request Recommendation $ 34.000 $ 25.000 p. 62 $ 34, 000 $ 25, 000 $ 65,395 $ 47,920 p. 75 $ 7,500 $ 7,500 p. 87 $ 49,565 $ 49,565. p. 93 $ 70,000 $ 20,000 p. 105 $215.000 $ 65.OOO p. 116 $407,460 $189,985 $ 15,000 $ 15,000 p. 128 $ 25,000 $ 15,411 p. 133 $ 13,688 $ 11,000 p. 144 $ 23,000 $ 10,000 p. 151 $105.000 $105,000 $181,688 $156,411 $275,000 $275,000 $30O,040 $281,609 $300,000 $255,000 $190,000 $190,000 $ 6,000 $ 6,000 $ 15,295 $ 14,395 $150,000 $ 50,000 $ 28.000 $ 28.000 $1,264,335 $1,100,004 $ 64,300 $ 64,300 $144,300 $144,300 $20&600 $208,600 $ 7O. 000 $ 70.000 $2,166,083 $1,750,000 ~.163 ~.195 ~.213 ~.222 ~.237 ~.255 ~.236 ~.271 $943,000 $ 30,000 $ 61,691 $ 72,309 $643.000 $1,750,000 CITY OF IOWA CITY 1. Name of Project: Iowa City Microenterprise Development Training and Technical Assistance Program 3. Name and Address of Applicant/Organization The Institute for Social and Economic Development (ISED) 1901 Broadway, Suite 313 Iowa City, IA 52240 5. Location of Proposed Project: Iowa City, Iowa Amount of CDBG Funds Requested $ 34,000 Loan $ Grant $ 34,000 Type of Loan: (check applicable line) Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) 4. 7. Brief summary of the proposed project: Amount Contact Person: Jason Friedman, Vice President Phone Number: 319/338-2331 Fax Number: (319) 338-5824 Email Address: jfriedman@ised.org Check CITY STEPS Objective(s) met: __ Affordable Housing Needs __ Homeless Needs __ Public Facility Needs __ Public Service Needs X__ Economic Development Needs ..... 12/98 For the Iowa City CDBG Microenterprise Program, we will provide the following services: Training. ISED will provide two business training classes to help clients assess business ideas, examine personal/ business readiness, and develop a business and marketing plan. Technical assistance. ISED will offer three types of technical assistance to low-income Iowa City residents: - Individual business counseling and technical assistance to help class participants refine their business plans, seek business financing, and start/expand their business. Post-training services to program participants who elect not to start a business to help them acquire employment. On-going technical assistance for clients who have previously participated in ISED's Iowa City CDBG classes (1994 through 1998) to help them address business issues (i.e., expansion or tax- and employment-related issues). This year, ISED proposes to provide training and assistance to low- to moderate-income Iowa City residents seeking to explore self-employment and business ownership during 1999-2000. This application proposes an innovative new strategy, which will offer post-training assistance to a/l program participants: · For participants who elect to start or expand businesses, this assistance will provide them with the individualized services they need to finalize business plans, acquire business financing, and start/expand their business. · For participants who elect not to start a business, this assistance will be in the form of job placement/job coaching services. ISED will work with the Chamber of Commerce, Iowa Workforce Development (IWD), and local businesses to create a network of employers who recognize the value of the training and skills these potential employees gain during our microenterprise workshops. This program also contains the microenterprise development components which have been developed, refined, and proven to be successful with low-income entrepreneurs and existing business owners. Over the past 11 years, ISED has used these components to assist more than 1,000 Iowans to become self-employed---fully 86% of whom (according to HUD guidelines) were low-income individuals. These businesses have accessed more than $5.8 million in business financing, have created employment opportunities for more than 1,600 individuals, and have achieved a 63% survival rate. Under the CDBG program, ISED served Iowa City residents for four years (1994-1998). During this time, we assisted clients to: start or expand 28 businesses; access $222,200 in financing; create 15 new jobs (11 full-time and 4 pan-time) for employees (not including themselves); and create 5 new part-time jobs for family members. Eighteen (64%) of these businesses are still operating (see Appendix B for a list of open ISED-assisted businesses in Iowa City). 8. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) Each year, thousands of lowans--from many different income levels--follow their dreams and open businesses each year. Unfortunately, without adequate planning, capital, and business knowledge, these businesses often result in failure. Years of providing small business development assistance has demonstrated the importance of technical assistance and business counseling in achieving business success. However, the majority of small business assistance services are targeted only to clients who bring significant business knowledge and experience, and need only small amounts of assistance. The services which ISED provides are the only small business development services in Iowa which are targeted specifically to low-income individuals. Themajority of these clients face obstacles to successful business ownership such as: limited business exposure; lack of business knowledge; limited financial resources and inability to access business financing; personal barriers to success, including limited self-confidence and self-esteem; and limited personal resources to overcome barriers and meet future challenges. In addition, many low-income individuals need intensive, individualized, and long-term counseling and assistance that will help them to stay in business, once they have adequate completed planning and accessed business financing. This long-term assistance also serves an important function by providing them with a support network and combats the isolation that faces the majority of very small business owners. Our training and technical assistance programs, which are described in greater detail in question ~ 11, have been carefully refined over more than ten years of use to meet the specific needs of the low-income entrepreneur, including providing comprehensive, intensive assistance to help them overcome these barriers and obstacles. ISED's project addresses the following priorities/goals of Iowa City's CITY STEPS (April 1995): 1. "Micro-Business" is a high priority in the Economic Development Priorities (Table IV. 1, page 76). 2. Under the "Employment Support Services" one of the short-term objectives is to "continue to support agencies that provide microenterprise/entrepreneurial development," (page 95). 3. Under "Economic Development Needs" it states that the "emphasis in HUD programs is to help families move toward self-sufficiency" (page 93). Priority Need: Economic Development: Micro-Business and Technical Assistance Priority Need Level: High 9. 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). Second, please discuss how these outcome data will be met by the proposed project. We will achieve the following outcomes: 35 clients enrolled in the formal classes (30 through CDBG funding); individual technical assistance to 15 clients; 7 business starts or expansions; and post-training employment assistance to 10 clients. For these services, ISED requests $34,000 in CDBG funding. ISED will provide an in-kind match of $6,250. ISED has played a central role within the field of microenterprise development to establish intermediate indicators of program/client success and measures of final outcomes. During our work in this area, including participation in the Aspen Institute's Microtest project, and our leadership role providing technical assistance nationally to refugee microenterprise organizations, we have assembled a list of client/program measures and collect data that includes the following: · Intermediate indicators: program participation indicators (attendance, graduation rate, individual counseling received, follow-up assistance); business plan indicators (plan completed, quality of plan); financing indicators (loan acquired, source, size, and terms of loan); and client assessment oftraining/customer satisfaction. · Outcome indicators: business outcomes (number of starts/expansions, increases in profitability and assets, expansions in products and markets, increases in sales, and business survival rates); employment outcomes (changes in number of employees and number of low-income persons employed); and owner outcomes (increases in personal income and assets and decrease or elimination of public assistance receipt). We arrived at the goals (listed above and in #10) through a review of: (1) our previous experience serving clients in Iowa City from 1994 through 1998; (2) our experience serving low-income individuals in Eastern Iowa over the past eleven years; (3) the results of numerous third-party evaluations of ISED's microenterprise development services; and (4) successes of other microenterprise interventions in serving this population. We are confident of our ability to meet these goals. ! 0. List goal(s) of this project. in addition, please indicate the best you can the number of beneficiaries according to the following income categories: (please see attached Income Guidelines for Iowa City) Number between 0-30% median income 5 persons (through match funding) Number between 31-50% median income 25 persons Number between 51-80% median income 5 persons or households Number between 81 - 100% median income 0 persons or households Number over 100% median income 0 persons or households TOTAL 35 persons National Objective: This project will meet the national objectives of benefiting low- and moderate-income individuals working with low-income individuals to encourage small business growth and economic independence through by entrepreneursh ip. Program Goals and Objectives: The overall goals of the microenterprise program are to: (1) enable low- and moderate-income residents of Iowa City to become economically independent through self-employment; (2) stimulate economic development activities that create jobs and promote a healthy economy; (3) to provide employer linkages and job coaching to participants who do not elect to start businesses; and (4) to provide follow-up assistance to former CDBG clients (current business owners) to enhance businesses survival and growth. The following measurable objectives will assist in evaluating actual results of the microenterprise program. · 35 clients will enroll in our formal training program. · 15 clients will receive individual business counseling (may include clients who artended the training or former CDBG clients who now operate businesses). · 7 participants will start or expand small businesses. · 10 participants who do not choose to start/expand a business will receive ISED assistance with finding employment (through linkages with employers and/or job coaching services). 11. General Description of Activities: List major activities of the project (how do these activities address your goals listed in #107). Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this project is financially feasible and meets Federal, State, and local cedes; c) personnel involved in carrying out the project and related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry out the project). Major Activities of the Project. In this project, ISED proposes to offer the following services: 1. Microenterprise training. ISED will offer two comprehensive business training programs in Iowa City, using our 13 week/workshop curriculum, designed to help clients conduct necessary planning and acquire the business knowledge needed to successfully operate an enterprise (additional information is contained within Attachment C). 2. Technical assistance. This year, we propose an innovative component to our project--we will offer post-training services for al__l participants, regardless of whether they elect to start a business. These services will vary, depending upon the individual needs of the clients and will include: a. Business Counseling. We will offer individualized business counseling to program participants and existing low- income business owners in Iowa City to provide assistance to help these clients start, expand, or operate businesses and/or acquire financing. b. Employment Assistance. Clients who complete ISED's formal training program acquire benefits that enhance their employability (i.e., increased self-esteem, clarification of career goals, and skills in marketing, accounting, research, and budgeting). However, not all clients choose to start a business immediately. In another current project (which serves welfare recipients in Cedar Rapids, Davenport, Des Moines, and Waterloo), ISED has been developing linkages employers and job coaches/mentors to increase the likelihood that these clients will find and retain quality employment. In this project, we will use our experience in this other project to develop employer and community- linkages with local organizations (such as the Iowa City IWD office and the Chamber of Commerce--see attached letters) to develop linkages and offer post-training services to Iowa City clients who do become self-employed. c. Follow-up technical assistance. ISED will provide counseling as necessary to assist previous Iowa City CDBG participants to address new business issues (i.e., tax- and employment-related issues) and remain in business. (11 continued on next page) Project Implementation: A. Time Schedule: July I, 1999 - June 30, 2000. i. Microenterprise Training. ISED will offer two comprehensive training programs in according to the following schedule: Iowa City during the project year, Project Activitv Advertising Orientation/Assessment Business Training Business Completion (Graduation) Individual Counseling and Financing Assistance i i. Technical Assistance. Class I Class H July-August December-January September January October-November February-April December April December - June April-June ISED will provide technical assistance services throughout the project year (July - June). B. Steps taken to assure that this project is financially feasible and meets Federal, State, and local codes. ISED ensures that its programs and activities meet Federal, State, and local codes, and that each project is financially feasible by using a contract compliance system that contains numerous checks and balances. This system includes tracking the restrictions, requirements, and codes for each funding source in a matrix that contains the staff member responsible for completing the task, the deadline for the requirement, and the current status of the task. The contract compliance documents are reviewed in monthly management team meetings, and questions, issues, or concerns would be immediately discussed with the project funder, applicable agencies, and our legal counsel, if needed. To ensure that our projects remain financially feasible, we conduct both interim and final in-house assessments of our programs. At this time, we review the objectives and goals of each project, along with the amount of time that our staff puts into each section of the project, and other project costs. Based upon this assessment, we revise future budgets, as needed. C. Personnel involved in carrying out the project and related experience with program and project implementation Project Director. Jason Friedman, ISED's Vice President and Director of Economic Development, will be responsible for the overall implementation and management of the program. He will supervise ISED program staff, serve as the primary liaison with the City, assure that the program is meeting its objectives, and engage in problem solving as issues arise. He has directed the previous Iowa City CDBG projects successfully, and under his leadership the microenterprise development activities of ISED have greatly expanded. During 1997, ISED assisted 44% more businesses to start or expand than previous years. Mr. Friedman oversees all the activities of the division, including supervising the business trainers and contractors and five administrative staff members. As a member of the management team, he plays a central role in ISED's administrative, and financial management decisions. Mr. Friedman is actively involved in the field of microenterprise development. He currently serves on the Association for Enterprise Oppormnity's Board of Directors of (1997-1999) and is chair of the governance committee. On several occasions, he has been invited to testify before state and federal committees, on behalf of microenterprise development and its role in working with low-income individuals. Prior to joining ISED in 1995, Mr. Friedman spent seven years with the New York State Department of Economic Development assisting in the development of the state's economic development strategy and designing programs involving over $500 million in public resources in the areas of regional and local economic development, minority and women-owned business development, business financing, enterprise zones, and manufacturing networks. He holds a Bachelor of Science Degree from the State University of New York at Albany. Technical assistance provider. Christine MollenkopfoPigsley, an ISED business trainer, will provide technical assistance services outlined in this application to clients not participating in the formal training (i.e. clients who need individualized counseling only, or previous CDBG participants). Ms. Mollenkopf-Pigsley currently is the program manager for ISED's new project--the Iowa Women's Enterprise Center--based in Iowa City. She joined ISED's staff six months ago, prior to which she served as an ISED contractor for the Webster City area, where she worked with low-income clients. Ms. Mollenkopf-Pigsley has extensive experience working with communities to help them revitalize commercial areas and start new small businesses. Prior to joining ISED, she was actively engaged in business ownership and economic development: as the sole proprietor of several storefront and home-based businesses; as the program manager for the Webster City Main Street Program; and as the Chamber Director for the Webster City Area Association of Business and Industry. She has also worked as an economic analyst and planning assistant. She holds a bachelor's degree in International Relations and Public Affairs management from Michigan State University. Business Trainer. ISED will utilize an independent contractor (yet to be named) to provide the formal workshops proposed in this application. ISED has effectively used contractors to provide services throughout the state, and has found this to be a cost-effective method to provide quality training. All of ISED's contractors are carefully selected based upon their previous business ownership experience (a minimum of two years is required), experience working with low-income individuals, and their verbal and written communication skills. Other Staff. In addition to the above-described key project staff, ISED has an administrative and project staff that have extensive experience in operating microenterprise development programs, managing the budget, fulfilling reporting requirements, and maintaining the management information system. D. Amount of Volunteer and Agency Staff Time needed to carry out the project This project will require 24.6 FTE of direct ISED staff time and 400 hours of independent contractor time. This includes the following activities: project management; project oversight; report preparation, vignettes preparation; budget administration; financial management; management information system operation and tracking; and direct client services. I. Jason Friedman, Vice President 2. Christine Mollenkopf-Pigsley, Program Coordinator 3. Assistant Director of Development 4. Management Information Specialist 5. President 6. Finance/Accounting 7.Secretarial Total Staff Time: 8. Contractor: Small Business Advisor (to be named later) 12. If funds are not awarded, will the project/program continue? Yes X No X To a limited extent only. See answer #13. If partial funds are awarded, will the project/program continue? Yes X No 5.0 FTE 5.5 FTE 3.0 FTE 3.5 FTE 0.8 FTE 2.0 FTE 4.8 FTE 24.6 FTE 400 hours If yes, at what level? The level of service would be directly related to the amount of funding available. 13. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No To a limited extent. The majority of ISED's programs serve specific populations (i.e. welfare recipients, dislocated workers, etc.). At the completion of the training, ISED will continue to provide follow-up service to clients assisted through the CDBG program for a minimum of one year or the life of the individuals business loan. Further, funding permitting, ISED will continue to serve targeted clients in the community (for example, we will serve welfare recipients through DHS funding and we will serve low- to moderate- income clients through the Iowa Women's Enterprise Center, which is an ISED project. 14. List the amount of CDBG funds requested for various categories appropriate to your project. BUDGET BREAKDOWN EXPENSE CATEGORY CDBG (e.g. salaries, acquisition, rehab) FUNDS If possible, please prioritize the budget 1. Personnel (incl. Fringe Benefits) $13,593 $1,979 2. Contractual 10,838 2,282 3. Travel 1,117 579 4. Supplies 548 210 5. Communication 1,468 370 6. Occupancy 1,891 10 7. Other 117 5 Total Direct 29,572 5,435 8. Administration 4,428 815 TOTALS $34,000 $6,250 Please place an X in box that applies. Type Status OTHER LIST SOURCE In- Cash Antic. Cornre. FUNDS OF OTHER FUNDS Kind DHS (Entrepreneurial Training Program) X X X X X X X X X X X X X X X X X X 14. (Budget continued) For this project, ISED is proposing to provide comprehensive microenterprise development services to a total of 30 clients, with a request of $34,000 in CDBG funding. Thus, the per-client cost to the CDBG program for this project is $1, i 13 per client. For the field of microenterprise development, particularly microenterprise programs which serve low-income clients and provide this type of comprehensive training and technical assistance, this is an extremely low cost per client. According to a 1996 report by the Self Employment Learning Project--an evaluation of seven senior microenterprise programs in the United States, conducted by the Aspen Institute---per client costs for serving this population ranged from $2,535 (ISED's 1994 cost) to $9,075~. 15. 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). ISED receives funding from Iowa DHS (Entrepreneurial Training Program or "ET") to serve welfare recipients in Iowa--individuals between 0-30% of the HUD poverty line. ISED will serve ET clients in Iowa City through the CDBG project, using DHS funds to pay for the services these clients require. ISED annually receives $1,250 per client, and we estimate that we will serve 5 ET clients in Iowa City). 16. Have you received CDBG funding in the past? Yes X No (If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are underway please indicate the amount of funds remaining to be expended. ISED received funding through the Iowa City CDBG program in the following amounts: 1994-95 ($17,250 grant), 1995-96 ($26,560 grant), 1996 - 97 ($28,000 grant ), 1997-98 ($20,000 grant). 17. Does the proposed project pay property taxes? Yes No ~ 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 $ 18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. Input from the individuals and communities we aim to serve are important to the ongoing evaluation, growth, and evolution of our microenterprise development activities within Iowa City. Therefore, all ISED clients who complete our formal business training program are asked to complete a workshop training evaluation form. This information provides feedback regarding the program and is used to modify the program and improve the quality of the training. In addition, ISED actively solicits input into our activities, programs, and plans from members of the community. ISED does this through Business Advisory Councils in each of the regions in which we operate. Volunteers who serve on these committees are representatives of the community. They include ISED clients, bankers, small business people, social service agency staff, and other interested citizens. The advisory committees provide input and advice regarding the microenterprise program. As a statewide nonprofit organization, ISED's Board of Directors is responsible for shaping the organizational vision and goals, adopting organizational policies and procedures, and assuring the effective and efficient operation of its programs. The board does not approve or support individual grant applications directly, but instead delegates this responsibility to the President, who approves all ISED programs, applications, and contracts. The attached letter signed by ISED's corporate secretary certifies the approval of this grant application by the ISED Board of Directors. APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 19, 1999, TO: City of Iowa City, Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 stephen-long@uiowa.edu ~ "The Practice of Microenterprise In the United States, Strategies, Costs, and Effectiveness." Elaine Edgcomb, Joyce Klein, and Peggy Clark (Aspen Institute, 1996). ~ Economic Development Attachment A: Organizational Information "In summoning people to match their talent and labor with small amounts of credit. micro- enterprise development meets low-income communities where they are. introducing new opportunities to create work, income and assets, and thereby affirming human worth and dignity." - Jack Litzenberg, Charles Stewart Mott Foundation Among strategies that address the problems of poverty, unemployment and community deterioration, microenterprise development holds a unique place. Microenterprise programs build upon the unique ideas and skills of disadvantaged individuals and residents of economically-distressed communities, empowering them to create their own economic opportunities and achieve self-sufficiency. Microenterprise development organizations accomplish this by providing training, counseling, technical assistance and access to small amounts of capital to support the development of small businesses. These services are delivered in a supportive environment that conveys the message that people can improve their lives through initiative and hard work. The Institute for Social and Economic Development (ISED) is a leader in using microenterprise as an anti-poverty strategy in the United States. ISED is one of the largest and oldest poverty-focused microenterprise development organizations in the country. ISED originally began providing services specifically to welfare recipients in 1988. Since that time, ISED's services have expanded to include low-income individuals and residents of economically-distressed communities in Iowa. Our focus has remained centered on serving the most economically-disadvantaged individuals and distressed communities, and includes helping other microenterprise programs effectively target these populations. Fully 86% of the businesses started or expanded by ISED clients are owned by low-income microentrepreneurs. ISED's focus on alleviating poverty through self-employment grew out of ISED's founding philosophy. ISED President and founder, John F. Else, became involved in microenterprise development while working with nongovemmental organizations in Zimbabwe ( 1985-1987). Dr. Else provided technical assistance to microenterprise organizations helping create technical skills and organizational and management structures. While there, he witnessed the success of microenterprise development with individuals and communities that faced substantial barriers to economic independence--extreme poverty, a poor economy, and no job opportunities. Upon his return to the United States, Dr. Else founded ISED and its microenterprise development program to help low-income Americans achieve self-sufficiency through self-employment. ISED's first microenterprise development project was the Self-Employment Investment Demonstration--a five year, five state demonstration which tested microenterprise as a viable route off public assistance for welfare recipients. ISED served welfare recipients exclusively in 12 counties in Eastern Iowa. The successes of this program eventually led to the expansion of ISED's service area and the expansion of our services to other disadvantaged individuals and distressed communities. Poverty alleviation has remained ISED's central focus. ISED's intensive business training and comprehensive technical assistance is provided through staff members (small business consultants) in community-based offices in Iowa's five largest urban centers--Cedar Rapids, Davenport, Des Moines, Sioux City, and Waterloo, and independent contractors (small business advisors) who serve smaller communities. All of ISED's business trainers have previous entrepreneurial experience, a solid foundation for assisting other small business owners. ISED's microenterprise development program has shown the viability of microenterprise development as a route out of poverty for many Iowans. As of the end of 1997, ISED has assisted in starting or expanding more than 1,000 businesses within Iowa, has served 4,830 clients--76% of whom are low-income--and has assisted its clients in accessing nearly $5.8 million in business financing. Of the businesses started, expanded, or strengthened with ISED assistance, 86% have been owned by low-income individuals, and 42% of the business owners were receiving public assistance at the time of enrollment in our program. With ISED's comprehensive business planning program, our clients have a remarkable business survival rate--63% of the businesses assisted since 1988 are still operating. ISED consists of two divisions: the economic development division which operates the microenterprise program, and a research and evaluation division which conducts public policy research, social program evaluation, planning, and technical assistance for nonprofit agencies and service providers. Over the past ten years, ISED's research has focused primarily on policies and programs that impact low-income communities in areas such as welfare reform, welfare-to-work, child welfare, family support, economic development, rural housing, and services for individuals with disabilities. This has increased our knowledge of the special needs and challenges inherent to helping low-income people become economically independent. ISED brings this unique focus on public policies and program evaluation to our microenterprise development services. We are one of the most evaluated microenterprise programs in the country. The constant assessment of our program, our effectiveness, and our impact on target populations is a central part of our ongoing program management. ISED is a leader in the field of microenterprise development. Through leadership in the Association for Enterprise Opportunity (AEO), we have worked to advance the field by increasing awareness of microenterprise development and the clients we all serve. By providing testimony to Congressional committees, we have helped promote public policies that support microenterprise development activities and low-income entrepreneurs. By maintaining continuous independent program evaluations, we have demonstrated the viability of microenterprise development and have documented successful project components. Through national technical assistance projects we have helped other microenterprise agencies increase effectiveness and better meet the needs of their targeted populations. Lastly, we have provided technical assistance in replicating aspects of our microenterprise development model to individual community-based organizations and microenterprise agencies interested in targeting welfare recipients and low-income groups. Additional information about ISED and our microenterprise development program is provided in the following attachments. The information includes: (B) a list of businesses assisted by ISED through the Iowa City CDBG program and (C) a summary of our formal microenterprise development program. Institute for Social and Appendix B: Businesses Assisted by ISED through the Iowa CDBG Programs (1994-1998) The businesses listed on this page were assisted through ISED's microenterprise development program, funded by CDBG funds from 1994 through 1998. The businesses listed were still open as of 8/1/98. Iowa City Businesses Assisted by ISED: 1. Advanced Maintenance Systems 2. Bear-N-Balloons 3. Colin Andre Jewelers 4. Continence Care Biofeedback 5. D & K Cleaning 6. Han's Caf~ 7. MMM Design 8. Pawsitively Pets 9. Ruby & Rada Gardening And Landscaping 10. This Saturday 11. Toms Precision Optics 12. Traveling Music 13. Upscale Resale Interiors 14. Wilson Lawn Service Businesses started by Iowa City Residents (located outside of Iowa City): 14. No Pain No Gain Fitness (Coralville, IA) 15. Salon Abilities (Coralville, IA) 16. Shear Encounters (North Liberty, IA) 17. Tumble Tots (Hiawatha, IA) Institute for Social and Attachment C: ISED's Microenterprise Training Program Over the past eleven years, ISED has carefully developed and refined a business training program which centers around a 13 workshop formal training program (approximately 39 hours of training). This training program and the ISED microenterprise curriculum have been demonstrated to be effective in moving low- income individuals into self-employment--we have helped more than !,000 business owners to start or expand businesses using this program over the past eleven years. ISED's curriculum consists of three segments, described below. 1. Orientation and Assessment. ISED provides an orientation which introduces clients to ISED and the program. This session helps clients understand how the program works; present and discuss their business idea, and understand the advantages, disadvantages, risks, and rewards of operating a business. The orientation is followed by an assessment, during which the business trainer and client jointly determine the client's interest and ability to undertake the program. They will assess: · Business Feasibility: including analyzing the business idea (financing needed and the type and amount of training needed); the entrepreneurial readiness of the client; and the "fit" of the participant's skills with the particular business. · Personal Readiness: including assessing client's interest, energy, and enthusiasm for self- employment; personal financial management skills; credit potential; self-esteem and self-confidence levels; and readiness to start a business. At the conclusion of this process each client meets individually with the trainer to determine whether microenterprise is viable for the client and whether it is an appropriate time in his or her life to take this step. If it is appropriate, clients continue with the next components. 2. Business Plan Development. The bulk of the workshops consist of providing clients with basic business skills and management knowledge, including preparing them to overcome current burdens and meet future challenges. In addition, long-term business survivorship is emphasized by enhancing skills in financial management, marketing, business problem-solving and decision-making. This training focuses on preparing a business plan. Clients (with input and assistance from the trainer) will: research the viability and profitability of their idea; conduct market research; develop a marketing plan; analyze pricing and financial feasibility; develop a financial plan; develop a business structure; and identify financial needs. 3. Access to Business Financing. This is one of the most unique components of ISED's microenterprise development assistance. Unlike most microenterprise programs, ISED does not provide direct financing to clients. Instead, we work with a network of commercial and government lending programs to seek business financing for clients. For clients unable to access financing---even through this network--we have a loan guarantee fund, with which we guarantee up to 50% of commercial loans to a maximum of $10,000. This approach to securing financing for low-income entrepreneurs maximizes our use of limited resources while helping our clients build solid credit histories, which in turn will enable them to qualify for additional loans in the future (for homeownership, business expansion, education, etc.). ISED continues to work individually with clients that require business financing. Our staff assists them to finalize business plans, develop loan applications, and submit them to funding sources that are committed to microenterprise development, including banks and the Iowa Department of Economic Development. UIORHFORCE DEVELOP~ltNI TP. rry E. Branslad Govemof Ctjnl'hia P, Eisenhauer Direclor Workforce Oevelopmell Ce~lef 1700 Som Fi~sl Aveme Stole lIB PO Box 2390 IouJa Ci~, IouJa 52244-2390 Phone-319-351-1(]35 Fax-319-351-4433 January 15, 1999 Mr. Jason Friedman, Vice-President Institute for Social and Economic Development 1901 Broadway, Suite 3 13 Iowa City, IA 52240 Dear Jason: I understand that ISED is applying for funding from the City of Iowa City Community Block (CDBG) program to help low-to-moderate income residents start small businesses. As part of this project, ISED will also provide job placement assistance to individuals that complete the training program but do not go on to start a business. Your objective is to help these individuals find suitable employment, if necessary, or to place them in a position related to their business idea. Iowa Workforce Development (IWD) would be pleased to work with you on this project if it is funded. Specifically, the Iowa City office of IWD can provide resume writing, job search and job placement assistance to the program participants needing services. Also, through the established contacts we both have in the business community, we may be able to link participants to the type of business they plan to start. As you know, this may serve as "on-the-job" trig for some individuals who may use this experience to start a business at a later date. Please feel free to contact me if you have any questions or need additional information. We look forward to working with you on this important endeavor. Sincerely, Mark W. Edwards Manager ZAN-19-1999 11:00 I C AREA CHAMBER 319 338 9958 P.O1 January 18. 1999 Jason J. Friedman, Vi~c-Prcsidcnt lnsritu:e for Social an~! Economic Development 1901 Broadway, Suite 313 Iowa City, IA 52240 OearJnon: _. ! RWEAACITY 325 E. Washlngwn Sa'ee~ P.O. Box 2358 iowa CiW, Iowa 52244 :~19-337-9637 (teE) 319-338-9958 (fax) I understand that ISED is applying tbr Iimding firore the City of Iowa City Community Development Lilock Orant (CDBG) program to help low-w-moderate illcome residents to sthrt small businesses. I blow that over the year.% your program has helbed many low-income people start small businesses in Iowa City. A new feature of you~ proram proposed Ibr this year is to provide job placement assistance {o maividuals that complete the business waining program but do not g~} on to start a bus/hess. Your objective is these individuals fred!suitable employment, if necessary, and/or help phce them in a position thaI is related to ~eir basinell idea. The Iowa City Area Chamber of Commerce cndosc~ this proposal and will be pleased to work with ~fou in th~ following manner: * Inlzoduction to the ~hamber presentation: all participants will be introduced to the hainber and its programs and services during one of your 1.3 week sessions. Also, th'ough our membership news[crier and other vehicles, wc will pror~ole the ISF. D * Linkages with cmplbyers: the Chamber will work with ISED to llnk those individulas that comiC, ere your thirteen wcck business training program, but don't start businesses with area eraplovers, 0t~e possibility would be to Tee ' '1 : ' rmt Chamber members to agree to mtcrvxcw clients that have completed your program (s bj cl to the availability of open positions). Wc recognize U e . that your training pro' ram help.~ dcvclop skills that are applicable to both self-employ-mcnt and!employment. e.g.. financial managemeal skills, research skills. project fea~ibilhy. etc. .,l Please contact me if ou need additional information. We look fi>rward working with you. Sincerely, ~~-~ John Beekurd, Pres id,~ nt Iowa City Area Chamber of Commerce Serving th~ Communities of Johnson County "73 TOTAL P.01 ' Institute for Social and Economic Development - .L- J. · 190 ! Broadway, Suite 313 · Iowa City, Iowa 52240 (USA) · (319) 338-2331 · Fax (319) 338-5824 January 19, 1999 Stephen Long, Associate Planner City of Iowa City Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 Dear Mr. Long: On behalf of the Institute .for Social and Economic Development, I am submitting the enclosed application for funding under the City of Iowa City's 1999-2000 Community Development Block Grant Program. The enclosed proposal represents a plan to provide two formal business training workshops and individual counseling and follow-up assistance to program participants, regardless of whether they elect to start a business. We request funding in the amount of $34,000 and will leverage financial resources for this project, as described in the application. This letter also certifies that the attached proposal has been authorized for submission by our governing body, the ISED Board of Directors. The Board has delegated authority to the President to approve grant and contract applications, and has delegated authority to the corporate secretary to certify such approval. The work that ISED has accomplished under Iowa City CDBG funding has made a difference in the lives of many Iowa City residents and business owners. We look forward to the oppommity to work with you again and to bring quality microenterprise development assistance to low- and moderate-income individuals in Iowa City! Sincerely, Corporate Secretary Economic Development Branch Offices: Cedar Rapids · Davenport · Des Moines · Sioux City · Waterloo Research & Evaluation Branch Office: Omaha NE CITY OF IOWA CITY FYO0 COMMUNITY DEVELOPMENT BLOCK G , NTJAN I 9 ~990 FUNDING REQUEST FOR NON-HOUSING PROJECTS~ -~:~ Name of Project: 2a. b. The Salvation Army c. Community Center, Renovations and Equipment Amount of CDBG Funds Requested $ 65,395 Loan $ Grant $ 65,395 Type of Loan: (check applicable line) Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) 3. Name and Address of Applicant/Organization The Salvation Army 510 Highland Avenue Iowa City, Iowa 52240 5. Location of Proposed Project: 1116 Gilbert Court Iowa City, Iowa 52240 7. Brief summary of the proposed project: Amount 4. Contact Person: David J. Sears Phone Number: 319/337-3725 Fax Number: 319/337-7114 Email Address: evelyn-sears@uiowa.edu 6. Check CITY STEPS Objective(s) met: Affordable Housing Needs X Homeless Needs Public Facility Needs X Public Service Needs Economic Development Needs The Salvation Army of Iowa City has secured its first permanent facility at1116 Gilbert Court. The facility will be renovated over the years1999 and 2000 in order to assist The Salvation Army to enhance the quality and the range of its services. This request seeks a grant to assist with the purchase and installation of commercial equipment for the evening meal program kitchen, renovation/installation costs associated with the client lounge, the laundry area, client showers, and the community service and counseling offices. The request also seeks a grant for the furnishings/equipment associated with the client lounge and client laundry. Besides the above mentioned services The Salvation Army will continue to offer the following services out of the new facility: · Summer Day Camp - rainy day activity center, · Logistics for and sorting of items for Toy Town · Clothing closet which provides clients a change of clothes when other options do not exist, Distribution Programs - as items are available · Winter outwear, · Blanket and linen distribution program, · Household items and kitchen items, · Furniture, · Summer fan distribution program, · Thanksgiving baskets, · Special distributions - as available, · Potatoes · deer meat · vehicles (6 in 1998) · Common Fund (The Salvation Army is the Coordinating Agency for the Fund and is one of the prime issuers of the Fund's vouchers), 1 ,!/98 Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) The Salvation Army has served the Iowa City-Coralville area for the last 10 years in leased facilities, which has consumed up to 20% of the annual operating budget. As the current lease expires in June 1999 The Salvation Army decided to find a more suitable and cost-efficient facility in which to continue our operations. We were fortunate to find a facility in which services to the community can be tailored and enhanced while building its equity base. As The Salvation Army moves into its first permanent facility it remains committed to its current programs for the Army believes that offering these services is in the best interests of the low income and homeless people and for the community at large. These programs are as follows; Evening Meal Program - serves 26,500 to 32,000 meals annually. Priority Need: Other Public Service Needs Priority Need: High Day Shelter, and client telephone - used 8,000 to 10,000 times annually Priority Need: Homeless and Other Public Service Needs Priority Need: High Client Laundry and Shower - new facility Priority Need: Homeless and Health Needs Priority Need: High Summer Day Camp - Low Income Families - 65 to 80 children annually Priority Need: Child Care Services Priority Need: High · CDBG funding is not being sought for this program Homeless and Other Public Service Priority Need High Priority Need Level (High, Medium or Low) 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). Second, please discuss how these outcome data will be met by the proposed project. Evening Meal: The outcome will be evidenced in having a well-equipped commercial style kitchen to replace an under-equipped family style kitchen and to enhance the range of food served. Further, we are hoping to have a more inviting atmosphere in the dining room. These outcomes will be measured by the continuation of the Evening Meal Program, and its continued use by low- income people, an increase in the efficiency of the program and an increase in the satisfaction of the clients. Day Shelter and Client Telephone: The outcome being sought is to have a warm inviting client lounge equipped with a telephone for client use, and quality television. Also we look toward the day when we could have at least two state of the art computers with one printer for clients to use for training and to write letters and r~sum~s. The outcome will to be measured by an increased number of clients utilizing these services. Client Laundry and Shower: The outcome being sought is to enable transients and those living on the street to clean their clothes and linens at little or no cost. The laundry service would also be available to families who find themselves with the necessity of washing most of their clothing and linen items as a result of smoke damage or having lice infestation. The shower would enable transients and the homeless to enhance their hygiene. The outcome will be to have these facilities available and utilized daiiy by clients for the intended purpose. Community Service Office and Counseling Room: The outcome being sought is to have an area dedicated to the greeting of clients as well as having a comfortable, private room available for more extensive counseling. The outcome will be measured by having these rooms in place so that clients can have a greater degree of comfort when discussing confidential and personal matters. 10. List goal(s) of this project. In addition, please indicate the best you can the number of beneficiaries according to the following income categories: {please see attached Income Guidelines for Iowa City) Number between 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over 100% median income TOTAL (Circle persons or households) 20,500 12,200 800 33,500 persons or households persons or households persons or households persons or households persons or households Persons or Households Note: rather than households, the above figures are persons annually for the evening meal program, client lounge, and anticipated laundry and shower use. It should also be noted that as many as 15 people attend the evening meal at least 4 times a week throughout the year. General Goals: a) Continuation of current programs, b) Improve and enhance current programs, c) Introduction of new services as resources become available, and d) Introduction of new programs as resources becomes available. 11. General Description of Activities: List major activities of the project (how do these activities address your goals listed in #107). Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience with program and project implementation; d| amount of volunteer and agency staff time needed to carry out the project). a) Schedule: Please see attached "Time-line". b) Financial Feasibility: Prior to signing the offer, The Salvation Army headquarters in Chicago, IL had to approve the purchase of the building and the financial scheme. The purchase of the building and financing of the various studies came from the Iowa City Corps's Capital reserve as well as from a headquarters loan. A loan from headquarters has been secured to help cover the washroom and initial kitchen renovations. The consulting firm Hartsook and Associates were retained to conduct a feasibility study. Hartsook's report recommends proceeding with a capital campaign at a level which would cover most of the costs associated with this project. Purchase of the facility was contingent upon the building being duly zoned for our intended purposes. While the facility does have three apartments, current zoning does not permit transient accommodation. While not in the immediate future, The Salvation Army is likely to seek a zoning variance so that one or more of the apartments could be used for emergency family housing. The Salvation Army's plans are not built on any assumption that the zoning commission will either approve or decline The Salvation Army's re-zoning request. The Salvation Army renovation plans are for the building to meet or surpass all zoning and code expectations. Many of areas in which the building is short of expectations are known to the architects and are thought to be easily resolved. c) Personnel: The Salvation Army Corps Administrator will be the project director. The Salvation Army is considering hiring Hartsook and Associates to run the capital campaign. This would entail a Hartsook representative living locally for 18 months and working on the campaign for 25 to 30 hours each week. The Salvation Army has retained a local architectural firm to assist with the project. The Salvation Army regional policy requires that all renovation plans and blue-prints be approved by the Advisory Board, the congregation, Divisional Headquarters and the Property Department in Chicago - the later of which has personnel with the expertise to advise and screen in the shaping of the plans. d) Volunteer and Staff Time: Annually 500 to 700 people from the local community combine to give between 4,900 and 6, 1 O0 hours to assist The Salvation Army with its various programs and endeavors. While most of these people give their service in the kitchen or in assisting with Toy Town, about 20% of the volunteer service is given to other projects. Some of these volunteers have already indicated a willingness to become involved in helping us with our Capital Campaign. Plans are to have congregational members and other volunteers assist with the interior painting of the new building as well as to assist with the moving of furnishings. Wherever possible - depending on codes - if volunteers are willing to assist with other aspects such as demolition, they will be utilized for The Salvation Army and its Board does not desire to spend any more of the private or public funding than is necessary. 12. If funds are not awarded, will the project/program continue? Yes X No If partial funds are awarded, will the project/program continue? Yes X No If yes, at what level? The Salvation Army will continue with its plans to renovate the building. Services will be tailored to fit within the resource parameters available. This could mean that particular services, or enhancement of services, to clients and the community would be scaled back, delayed, or deleted so as not to put at risk the fiscal condition of the local Salvation Army. 13. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No 14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel 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. Please include the cost of an audit for any project over $300,000 and 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. EXPENSE CATEGORY CDBG (e.g. salaries, acquisition, rehab) FUNDS If possible, please prioritize the budget Acquisition of facility $ 0.00 Fees & studies associated $ 0.00 with acquisition Architectural fees, and $ 1,500 bidding costs Renovations of Kitchen and $ 6,250 Dining Room Equipment/furnishings for $ 26, 175 Kitchen and Dining Room, including hook-up costs Equipment/furnishings other ~ 3,325 than kitchen, dining room and large meeting room. Heating & AC renovations $ 4,500 and equipment (2 units & duct work) - funding request for one unit Renovation of office areas $ 6,900 Renovation of washroom, $ 16,745 shower, laundry, and Day Shelter Renovation of meeting room ~ 0.00 areas Furnishings for large meeting $ 0.00 room BUDGET BREAKDOWN Please place an X in box that applies. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm. FUNDS FUNDS Kind $ 450,000 Salvation Army funds at HQ, X 100% loan, public donations $ 12,000 Salvation Army funds at HQ X 100% 12,500 Salvation Army funds and local X X private support 30,250 Salvation Army loan, X X X foundations and private support. 5,900 Public donations X X X 5,500 Private support X X X 50% 50% $ 16,750 Private support, Salvation X X Army loan 14,500 Private support X X X 39,500 SA loan private foundations X X X and private donations 30% 57,800 Private support and X X X congregational members 45% 9,000 Congregational members X X TOTALS $65,395.OO $663,700.00 24% Note: Committed funds: a percent figure is noted where partial funds are already in hand. 15. 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 Salvation Army will be seeking funding from the general public, corporations and other non-profit groups to help pay for the renovation, equipment and purchase costs associated with the Gilbert Court facility. A feasibility study was conducted in November 1998 and received on by The Iowa City Salvation Army Board on January 5, 1999 with the recommendation to proceed with a capital campaign. While the campaign will be launched early in the Spring of 1999 The Salvation Army has already started to receive donations towards the campaign 16. Have you received CDBG funding in the past? Yes X No (If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are underway please indicate the amount of funds remaining to be expended. The Salvation Army received funds in 1998 funding year to assist with the costs of the processing and storage of deer meat from the City of Iowa City's deer program. For this program a ~8,550 grant is being received. 17. Does the proposed project pay property taxes? Yes __ 18. No X If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes __ If "yes", what is the percent of full taxes paid? __% and amount paid $ No X Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. Annually over a two to three day period, The Salvation Army conducts a survey of its evening meal clients (normally in February). Clients are sought for their opinions on the quality and quantity of food as well as the friendliness of the staff. Suggestions for improvements are sought from clients. Likewise volunteers have been asked their opinions. Any client complaints are addressed and if the matter involves a staff member or volunteer, the Corps Administrator meets with the volunteer or staff. If a complaint is lodged against the Corps Administrator, the complainant is informed of how contact can be made with the Divisional Commander or the Chair of the Advisory Board. The expectation is that each complaint will receive either a verbal or written response. The opinions expressed by evening meal volunteers lead to the Board's rejecting the possible purchase of 510 Highland Ave. Further the opinions of clients impacted upon the decision not to pursue 510 Highland Ave. and impacted upon The Salvation Army's pursuit of a vacant lot - an option that was also later rejected as being in our best interests. The Corps Administrator's door is always open to listening to concerns expressed by clients or volunteers regarding policy, services and staff. Input from both groups has assisted The Salvation Army to enhance the quality of its services. Program and property policies of the regional Salvation Army requires Advisory Board approval for all property matters - ranging from purchases to renovations to finances prior to receiving approval from territorial headquarters in Chicago. The attached Minutes indicate the Board's recommendations regarding purchase the Gilbert Court building and architect selection (see May 28, 1998 Minute, item 96.3.3 and November 19 Minutes, item 98.7.3). Further, architectural plans, selection of fundraising company and policies, and selection of contractors will require similar approvals in the coming months. THE SALVATI O N ARMY Fountled in 1865 by William Booth 5 lO l-lighland Avcntte · Iowa City, l<nv:t 522-t()--1515 Office: (319) 337-,"{725 Fax: (319) 337-7114 19 January, 1999 Planning and Community Development City of Iowa City Iowa City, IA 52240 Re: Community Development Block Grant Dear friends: Enclosed is an application seeking $65,395 from the above program. The Salvation Army is seeking assistance with renovations and equipment for 1116 Gilbert Court, a building that it has recently secured. Enclose you will find you will find the following: · Application form - 6 pages · Funding Request summary to breakdown the figures further · A project Time Line · Minutes - pages one and two from May 28, 1998 (meeting 98.5) and one page from the November 19, 1998 (meeting 98.10), and This cover letter may also serve as a letter of financial commitment. The Salvation Army in purchasing the building has utilized $220,000 in funds at the Chicago headquarters. Our headquarters is providing a $400,000 bridging loan for the remainder of the purchase price and for initial renovations. Further, the consulting firm Hartsook and Associates has recently concluded a "Campaign Assessment". After interviewing people in the community they believe that there is sufficient public support for this project to cover most of the renovation costs and to retire most of the loan from our headquarters. Thank you for considering this application. Sincerely, Corps Administrator Paul A. Rader General Harold D. Himon Territorial Commander Barry C. Swanson Divisional (]omnmndcr David J. Sears (',,.'[~s .-Xdlnilfistrltl{,' The Salvation Army of Iowa City CDBG Funding Request Gilbert Court Facility Kitchen/Dining Room Floor Installation (1,250 sq ft @ $5 sq. ft.) Six Burner Stove with Double Oven & Grill Refrigeration Unit - double door, two units (35 to 40 cu ~) Freezer Unit - double door, one unit Commercial Dishwasher with heater and two rinse tables Triple Food Preparation Sink, with drain boards Hand Wash Sink Stainless Steel Food Preparation Tables, with under-shelf, 3 units Shelving, off kitchen food pantry Hot Food Table, four-space unit (gas or electric?) Commercial Grade Microwave Commercial Grade Garbage Disposal Commercial Gas Fryer Grease Trap Tables - 60" round, 4 units Commercial Grade Can Opener, I 1" Stainless Steel Counter Tops and Splash Guards Installation costs related to equipment hook-up Architectural fees & bidding costs Kitchen Total Non-Kitchen Matters Installation/Renovation of Day Shelter (@ $29/sq ft.) Installation/Renovation of Client Laundry and Shower, with water heater (@ 45/sq ft. plus shower hardware) Installation/Renovation of Community Service & Counseling Offices (@ $3 l/sq ft.) Heating & Air Conditioning Unit (including installation) Commercial Grade Clothes Washers, 2 units (front load) Commercial Grade Clothes Dryers, 3 units Architectural Fees & bidding costs Non-Kitchen Matters Total $6,250 2,525 4,125 2,450 5,450 950 250 940 1,175 1,450 825 1,500 975 400 640 70 1,950 500 1,200 $33,625.00 9,395 7,350 6,900 4,500 1,750 1,575 300 $31,770 The Salvation Army of Iowa City Time Line- Gilbert Court Facility Acquisition Phase Property Search, & Selection Offer and Commence Environmental & Engineering Studies Conclusion of Technical Studies & Confirmation of Salvation Army Approval Architect selection Closing on property May 1997 to April 1998 April 1998 September 1998 November 1998 January 6, 1999 Fundraising Phase Feasibility Study Conducted Presentation of Feasibility Study Submission of CDBG Application Setting of Campaign Goal Hiring of Capital Campaign Firm Start of the Initial Phase of the Campaign Public Phase of the Campaign Conclusion of the Campaign November 1998 January 1999, week one January 1999, week three January 1999, week three February 1999 March 1999 Summer ! 999 November 2000 to January 2001 Renovation Phase Blue Print Approval - local Blue Print Approval - SA HQ Contract Bidding for non-CDBG (Phase 1) Commence non-CDBG renovations Contract Bidding for CBDG portion Office Relocation and temporary utilization of Emergency Canteens Installation of Kitchen Equipment Completion of non-CDBG renovations (Phase I) Commence on CDBG renovations Completion of CDBG renovations February 1999, week 1 February 1999 week 4 March 1999, week 1 April 1999 June 1999 June 1999, week 3/4 July 1999, week 4 August 1999, week 1 September 1999 January 2000 The Salvation Army - Iowa City-Coralville Corps Advisory Board Minutes Date May 28, 1998 Meeting: 98.5 Attendees: C. Green, (chair). D. Brown, R. Crawford, L. Eggers, R. Farber, D. Frank, R. Walenta, D. Sears Regrets: Minutes: Called to Order: 4:42 F. Cheng, J. Ma, S'. Mask, S. Quigley, R. Stuedemann C. Cahalan Item Discussion 1. Greetings 2. Prayer & Devotions 3. Agenda Acceptance 4. Acceptance of Minutes Lead by D. Sears Motion: D. Brown Seconded: R. Walenta Minutes from April 16, 1998 Meeting 98.4 Motion: R. Farber Seconded: D. Frank Further Action Carried. Carried. 5. Financial Update April's report was circulated with Agenda and presented at the meeting. May's preliminary balance report was circulated at the meeting. The reports show that the Corps continues to remain with the budgeted parameters - even after using unbudgeted funds for a new vehicle. Further, we have no outstanding debt and are current on all bills. No 6. Old Business 96.3.3 Purchase of the Facility Extensive discussion was given to looking at the Woodbum building. The two property appraisals were noted. The two reports place the market value of the building above the asking price. Possession dates were discussed. There is some concerns if we were to take possession before January 1999. It is felt that Yes the Corps would need 4 to 5 months for renovation work and relocation time. C. Green reported that S. Quigley is supportive of this option. D. Sears reported the same with regard to R. Stucdcmann. Motion: It is recommended to The Salvation Army that they pursue the purchase of the Woodbum Building on Gilbert Court in lowa City. Moved: D. Frank Seconded: C. Green Carried 96.3.6 Motion: It is recommended to The Salvation Army an initial offer of $450,000 be made on the Woodbum Building, but we agree to accept a counter offer up to $470,000 providing certain core contingencies are meet. Moved: D. Brown Seconded: C. Green Carried 97.8.4 Additions to the Board D. Sears reported that Brad Larson will be joining the Advisory Board in June. Capital Campaign Company Tabled. Yes Yes 97.9.4 97.10.2 98.2.1 -98.2.2 98.2.4 98.2.6 Extension Service Unit - Solon Nothing reported at this time. Highland Lease Deferred. Coral Ridge Mall - Christmas 1998 Nothing further to report. State of the Corps Report & Annual Report The recent publication of the Annual Report was noted. Brief discussion was given as to whom it would be circulated. Day Camp 1998 D. Sears reported that we are hiring 4 full-time staff and are hoping to have a weekly enrollment of 35 to 40. Salvation Army Week - May It was noted that we have had some difficulties in getting a response from "The Advertiser" regarding have an article updating the community about our current state and plans. D. Brown suggested that we make contact with ICON and send them a copy of the Annual Report. Yes Yes Yes No Yes Yes 6. Old Business 96.3.3 I'urchase of the Facility I) Sears reported that Ihe purchase of the building was progressing January is Ihe anlicipated closing date. /1/,.,,f' , °fp.,n 3. Yes 96.3.6 Additions to the !hmrd Motion: It is moved flint the Advisory Board institute ex-olTicio membership of time Board. Motion: C. Green Seconded: S. Quigley Motion: It is moved thai D. Summerwill of Iowa State Bank and Trust be accepted as an exoffio-member of tile Board Motion: L. Eggers Seconded: S. Quigley Yes Carried Carried. 97.9.4 In the near Future a Capilal Campaign Commillee will be established. This conmfittee will be made tap or Illembers from the Advisory Board, people xvho are nol part of the Advisory Board. The feasibility study will help to identify some people who may be willing to be part of this sub-connnittee of the Board. Extension Service Unit -Solon Nothing to report at this time. Yes. 98.10.2 98.2.1 · 98.6.3 98.7.3 98.7.4 I!ighland Lease D Clark is willing to exlended !he lease, bnl tile minimum time is for a 6 month period. Fnrther Mr. Clark is wanting to have work by Jamtory I for a lease extension. TIle Board felt that the conditions and tile period is unacceplal~le. The Board is not willing to bare the lease extended on these terms. Coral Ridge Mall - Christmas 1998 l'he kettle and angle tree starts oa Nov. 20. As sign-up list for vohmleer ringers was circulated. Feasilfilily Study The interviews are ,low complete. Tile presentation will lake place after the Christmas season. C Green gave her impressions concerning the results. Architect - selection of A summery was given by L. Eggers and D. Scars conceraing the interviews of Ihe three firms. The contracts from Krttse & Associates and Wehner Pattscbull & P~ffner were circulated. Motion: II is recommended that The Salvation Army contract with Wehncr Paltschull and l'fiffner on an hourly basis to look after both the designing and construction nlonitoring. Motion: C. Green S :onded: S. Quigley Deer Meat !)istribulion ~1~ Yes Yes No Yes Carried. JAN 19 !999 CITY OF IOWA CITY FYOO COMMUNITY DEVELOPMENT BLOCK GR.~IqT ;-"7 ;",~';'~72"'"'E-:~JT FUNDING REQUEST FOR NON-HOUSING PROJECTS I Ndnla Qt Project: Kitchen Rehab Project Free Lunch Program/ Wesley Foundation 2a. Amount of CDBG Funds Requested b. c. 7500 Loan, Grant $ 7500 Type of Loan: (check applicable line) Principal and interest (amortized loan) Principal and no interest (amortized IoanJ Principal and a balloon paymen[ Conditional Occupancy Loan {fu[ure repayment) Declining Balance Lien (forgiven over time) Name and Address of Applicant/Organization Free Lunch Program/Wesley Foundation L20 N. Dubuque Iowa City, IA 52245 Location ofProposed Pr~ect: 120 N. Dubuque St. Iowa City, IA 52245 4, Contact Person: A I11 otl n t David Schuldt Phone Number: 319-338-1179 Fax Number: 319-338-1170 Email Address: wesley@blue. weeg. u iowa. r~du Check CITY STEPS Objectiveis} met: Affordable Housing Needs Homeless Needs :XPubiic Facility Needs _Zpublic Service Needs Economic Development Needs 7. Brief summary of the proposed project: The heavy use of theWesley Foundation Kitchen by the Free Lunch Program has almost worn out.the stove and has brought the kitchen to a state of d~srRpa~r. This grant urould enable Free Lunch ProBram/Wesley Foundation to .urchase a new commercial stove and rehab the k{tchen area. For the past five year~ the Free Lnnch Program has cooked and served 28,000-30,000 meals annualiv. The Wesley Foundation use of the stove and kitchen has been and will be to prepare only about 450 meals per year. This ~nc~dental use equalg about 1.5% of the total meals served. The kitchen and stove are used by Free l,unch about 936 hours annually and by the Wesley Formdot/on about 30 hours annually. The Free Lunch Program serves the homeless~ poor and needy persons in our community a balanced hot meal s~x days per week. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify the applicable priority need and priority need level, as shown on pages 74°76 in CITY STEPS) The Free Lunch Program has demonstrated its comm~tment to feed the hungrv persons who come for a meal for more than 15 vears, The existing stove is almost worn out and needs to be reDlaeed, (See attached letter Erom R.M,Bog~s) The ~uests of the Free Lunch program are from the lowest levels of income and many are homeless and most are unemployed. One of the City STEPS strategies is the provision.of Food and nutrition services for low income residents. The Free Lunch Program helps meet th~s objective. Public Rervice Priod~ Need high PdodtyNeed Level(High, Medium orLow) As accurately as pouible please describe how outcome data indicates that the proje,;t obje~,-t~vea can Ix met. first, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Second, please discuss how these outcome data will be met by the proposed project. The rehabilitation projeer objectives ~re to replace the stove, and repaint the kitchen, replace the floor tile and re~lace the island cupboard. CO. INC. R.M. BOGG$ CO. January 19, 1999 2804 INDUST1BAL PARK ROAD BOX 1130 DWA CITY, IOWA 52244 Wesley Foundation Free Lunch Frogram 120 North l~xbuque Street Iowa Ci~, ~, 5~45 This letter i? in response to your request Sot an evaluation of! bhe condition of the cozzunercial t?pg range used to pz'elar. e fo~d for the Free Lu~ ~h prog~etm. As I have serviced this range in the lmse severed years, end have b ~n actively engaged in the reslaunnt equipment sentics business for 15 ],eazs, I feel I can provide ~n accnra~. assessman{: I am ~ot certain of the age of the range, but the maker has not: been in business for a number of years. A number of parts uniqne to this rang!: are not available, and I've had to adapt similar ~ to fit this range. The dooz,~ are very from many use cycles, anct can no loner be adjus~d ~o wor~ properly. The aven gas control system is an obsolet~ type which is not commGnl~ used any longer, and does not work weB. CYa~er compon~ts are edso qui~e wo! ~. I hav,~ been able to keep ~ range workin& at least marglna] ly well, in this poillt;'b~t the range is and ~ been worn out for ..quit~ some t;hne. The ~ when I will no longer be:able to keep it working and safe .fs"n0t fa~ a~'~y. Very truly yourS; Bruce Griffin Technician, R, NL Bogg~ Company Inc. BG/bt 319-338-9741 IOWA CITY 319,363-5602 CEDAR RAPID8 1-800-272.50~' WATS FA~ 319-338-810a 10. List goalis} of this project. In addition, please indicate the best you can the number of beneficiaries according to the following income categories: (please =ee attached Income Guidelines for Iowa City} Number between 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over 100% median income TOTAL (Circle persons or households) __ persons or households __ persons or households persons or households __ persons or households persons or households Persons or Households about 100-120 mersons come for Lunch six davs a week. Odr estimate is that almost all of the.qe persons Fall into the proverty category when compared to the rest of Johnson County. 11. General Description of Activities: 100-120 persons are fed a noon meal 6 days a week. Ust major activities of the project (how do these activities address your goals listed in #107). FoOd iS urc. ha,qed- p_rppared- served and cleaned UD h 35 different volunter teams. Project Iml~mentadon: a) Defiled information regarding elements and ~JYme schedule; b) steps taken to assure that this project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience with program and project implementation; d) mount of volunteer and agency staff dine needed to carry out the project). 1. As soon as the grant money is available a stove will be purchased 2. Paintin~ and wall covering will follow as soon as feasable. 3. Floor tile will be replaced. 4. The center island c,,pbnard will be replaced. and installed. If funds are not awarded, will the project/program continue? Yes :X No If partial funds are awarded, will the project/program continue? Yes X No~ If yes, at what level? 13. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No 14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel 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. Please include the cost of an audit for any project over $300,000 and 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 WHFNFVER POSSIBLE. PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget. EXPENSE CATEGORY (e.g. salaries, acqui~tion, rehabl If possible, please prioritize the budget Stove/Oven Rehab Kitchen (nainz) Repl,qrP ~lnnr r~le and CDBG FUNDS BUDGET BREAKDOWN Please place an X in box that applies. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic, Cornre. FUNDS FUNDS Kind 3,500 $ 250 Free Lunnh Budget x 1,000 250 Wesley Foundation x 1.250 250 We~lev Foundation x ~.750 250 Free Lunch Budget x TOTALS $ 7-500 $ 1,000 15. List other groups or organizations that ware asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions}. ql 16. Have you received CDBG funding in the past? Yes__ No ~( (If Yes. what year(s} did you receive the funding. state the dollar amount received each year. and how much of each award was a grant. conditional loan and/or repayable IoanT) If former projects are underway please indicate the amount of funds remaining to be expanded. However, the Free M~dica] Clinic did rerei~,e two CDBG grants for reh~b work done in the Wesley Fo-nd~tinn buildin~ in the Medical Clinic ~rea adlacent to the Free Lunch area. 17. Does the proposed project pay property taxes? Yes No ~ If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes __ If 'yes", what is the percent of full taxes paid? % and amount paid, No X 18. Discuss your organization's policy for obtaining input from low-income persons potentially benetrRing or affected by the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. Th~ project is support~-d bv the Free Lunch Program Directors and the Board nf the Wesley Fnundation. APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 19, 1999, TO: City of Iowa City Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 stephen-long~uiowa .edu snlr~d%cOtnfftcllv%hcdC~fy0O&ppl~nonhln~12. dOc CITY OF IOWA CITY FYOO COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING REQUEST FOR NON-HOUSING PROJECTS 1 Name of Project: 2a. External restoration of b. Community Mental Health c. Center building Amount of CDBG Funds Requested $ 49,565 Loan $ Grant $ 49,565 Type of Loan: (check applicable line) Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) 3. Name and Addrese of App~cantlOrganiza6on Mid-Eastern Iowa Ccama~r~ty Mental Health Center 507 Fast College Street Iowa City, Iowa 52240 5. Loca~on of hoposed PYo~ct: 507 Sast College Street Amount Contact Person: Phone Number: Fax Number: Email Address: Robert A. Jackson (319) 338-3813 (319) 338-7006 Check CIT~ 'STEPS O~Ceve(s) met: __Affo~able Houdng Needs __Homeless Needs Public Fadlity Needs :}O(Publlc Service Needs __Economic Devdopment Needs 7. Bdef summary of ~e proposed project: The property ~med by Z~d-~as~ern Toga Cofm~nity Menta~ Health Cen~r ~t 507 ~ast Co~ege St~eet~ ~s a d~c~£~ed~ older bu~ldLng that ~e o~ bu~d~ (h~) ~s ~a~ed on ~e ~de~ e~ ~he h~s~o~c Co~e~e s~ conaer~ial dis~ict of ~ City. ~rior r~storation is heeded. no~d 'on ~e enclo~ ~aw~g. ~e project ~cludes replac~g ~e in~rnal ~t~s wi~ ~w ex~r~l ~t~s; rer~f~g ~e m~ p~t of t. he ~ilding; re~ of ~ ea~s; rer~f~g ~e ~rc~s ~d, f~ally, replac~g all ~e store w~d~ ~d pa~t~g ~e ent~e ~l~g. Our goal is to put the buildings in a condition so that they don't deteriorate further. 12/98 Why is this project needed? How does the project address ~e priorities, strategies and goels of CITY STEPS {Please specify the applicable pdodty need and pdortty need level. as shown on pages 74-76 in CITY STEPS} The project for ~hich we seek funding is needed so we can adequately maintain our old, dignified physical facilities. The Msntal Health Center has established outreach services to serve the homeless mentally ill and supported cGTmanity living services for persons with a mental illness who are living independently and are able to do so because of the supportive services. Both of these populations, the homeless and those diagnosed with a mental illness, are priority groups within City Steps. On page #32 of City Steps specific comments are directed to the importance of and value of supportive services. For all age groups including the elderly, middle aged and children; those who are helpless and/or poor, health care is a critical component to the supportive services they need to live and function adequately. Certainly mental health care is of paramount importance within a persons overall healthcare needs. This is identified as a high priority within the public service needs, found on Table IV. 1 on P 75 of City Steps. I might also add that responding to the mental health needs of the citizens of Iowa City/ Johnson county has been identified as the number one need of Healthy 2000 Initiative that was initiated locally by the Johnson County Public Health Department and is currently being managed by Mercy Hospital. Priority Need Priority Need Level (High, Medlum or Low) As accurately as potrile please descdbe how outcome data inlc~es that the project objecljves can be met. Rrst, describe the outcome data or key ek,,~cntl the project is working towards (e.g. units to be rehabilitated). Second, please discuss how these outcome data will be met by the proposed project. The Board of Directors and the staff of the Mental Health Center are making every effort to place all of our resources toward client/patient care. As health care reform continues ahd the payment mechanisms move ever more completely toward fee for service, more uncertainties have keen created. Our finances have become extremely tight and financial resources more limited. ~ proposed project can be completed with the assistance provided by CDBG funds which, in turn, will allow us to target all of our dollars for services. Without the CDBG funds, money will have to soon be diverted from services to these very necessary repairs. 10. List goad{sl of this project. In addlUon, please indicate the best you can the number of beneficiaries according to the following income categories: (please see attached Income Guidelines for Iowa CITy) Number between 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over 100% median income TOTAL (Circle persons or households) 1;~53 persons or households 437 persons or households 245 persons or households 'JLi5 persons or households 278 persons or households 2,228 Persons or Households The Mid-Eastern Iowa CoKmunity Mental Health Center, in the 1998 Fiscal Year, served 2,228 client syste~rs. Our ~client systen~ might be a couple or a family of four. The vast Er~jority of persons we serve are well below nedian income. The ~ajor goal of our project is to coKelets necessary external repair and painting so that our physical facilities are adequately E~intained and do not deteriorate further. This will allow us to focus our ever tighter resources on client care. The Center, since the early 1900 's had maintained and carried out a regular maintenance program. We seek these CDBG funds because, our funds are more limited, and we cannot coz~elets some ~ajor repairs and refurbishing without tbam. 11. General Description of Activitkm: Ust major aclidtles of the project (how do these activities address your gods listed in #107). Project Impie,,~,nlatlon: a) Detiled infonnation regarding demerits and time schedule: b) steps taken to mum that this project is ~nandaly feamible amd meets Federal, State, and local codes; c) persormel involved in carrying out the project and related experience with ix'ogram and project implementation; d) amount of vdunteer and agency staff drne needed to carry out the project). Attached are prl~nak3ry cost estin~tsS for the three parts of the restoration project. This includes roof replac~ent and restoration of damaged eaves; painting of the building and, lastly, replacement of all storIn windows. Included is a r~Dre detailed drawing by Kruse Associates on how the reroofing part 6f the project would be done. Aaditional bids will be sought with-~-the tsrget date of beginning the work no later than July 1, 1999 with the con~Dletion of the work by NoveK~er 1, 199.9. Robert Jackson will be the person who leads the Mental Health Centers plan to have this work completed. He has led similar efforts when conpleting internal refurbishing of 507 E. College and the 214 S. Van Buren property as well as the external restoration of 505 E. College Street. 12. If funds are not awarded, will the project/program continue? Yes No X If partial funds are awarded, will the project/program continue? Yes X No~ If yes, at what level? We would try to complete certain phases/parts the restoration. of 13. 14. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No The building (house) will be refurbished. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries. travel and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, constm4ction costs, material and administrative costs, etc. for construction/rehab projects. Please include the cost of an audit for any project over $300,000 and other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the source, state if the funds are in-kind or cash, and check if the funds are antidpated or committed. DOCUMENT COSTS WHENFVFR POSSIBLE. PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget. EXPENSE CATEGORY (e.g. salaries, Icquiltt~, rehsb) If possible, please prioritize the budget CDBG FUNDS Fe-roofing and restore 'eaves of 507 $23,000 !Prepare and paint 507 $20,676 ~New ston~ windows $ 5,889 BUDGET BREAKDOWN Please place an X in box that al)laiss. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm. FUNDS FUNDS Kind I~..surance money due to $'7,000 stor~L damaqe to 507 X X $ 6,000 Fund Raiser X X $ 6,000 X X TOTALS $49,565.00 $19,000.00 15. 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 Board of Directors of Mid-Eastern Iowa Conmunity Mental Health Center will launch a fund raising effort during the 1999 calendar year. They hope to raise $12,000.00 for this ~restoration project. !6. HaveXyou received CDBG funding in the pest.> Yes No (If Yes. whet year(el did you receive the funding, state the dollar amount received each year. and how much of each award was a grant. conditional loan and/or repayable loan.>) If former projects are underway please indicate the amount of funds remaining to be expanded. In July of 1986, the Mental Health Center received $115,000.00 in CDBG dollars for the purchase of our p~operty at 220 S. Van Buren Street. In July of 1992 (the '93' fiscal year) we received $71,150 toward the purchase of our property at 507 E. College Street. In the 1999 FY, the Center received $23,255 toward the restoration of our 505 E. College property. This is in the form of a declining balance loan. The dollars for the first two projects c~ to us as declining balance loan grants that are forgiven over t~ne. Both have expired. 17. Does the proposed project pay property taxes? Yes No X If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes If 'yes', what is the percent of full taxes paid? ~% and amount paid ~ No 18. Discuss your organization's policy for obtaining input from low-income persons potentially benef, ing or affected by the proposed project and your policy for obtaining feedback once the project has been completed. ff applicant is a nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. On a regular :basis we gain client satisfaction information through a survey. This relates most to whether or not we have worked effectively with them from the moment they call for an appointment through the course of treatment. There are clearly times we gain input regarding our physical facilities. Clubhouse, one of our programs for persons with a severe and persistent Eental illness has an advisory council made up of members (consumers) of the Clubhouse. They regularly give us input. lastly, please note <the enclosed minutes where our Board of Directors has supported the Center seeking these CDBG dollars. APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 19, 1999, TO: City of Iowa City Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 stephen-long@uiowa. edu q7 shere~l%co~tn'dev%hCdc'~fYO OlDDI%n°nhsngt'd°c TO: P.O. Box 1029 700 S. Capitol Str.,,t IOWA CITI~, 10 WA $2244 FAX (319) 338-190~ Mid Eastern' Iowa Mental Health 507 E. College Street Iowa Cat'y,: tA 52240. Attn: Bob Jackson PROPOSAL PHONE ~ ] ~;L 338-7884 . 1 99 JOB NAME I LOCATION : . Storm windows on 507 building Preliminary estimated cost to install Mon-Ray 500 series storm windows on 507 building. Storms are the same as install on the 505 building. Total windows installed $ 11889.00 WE PROPOSE hereby to furnish material and labor -- complete in accordance with the above specifications, for the sum of: dollars ($ Payment to be made as follows: 30 days net All mRlmfll IS gulrlntlld to be II spedlied, .ql work to be completed In a professional manneraccon~ngtostordevdpmcllce~/mysdavtimc~dm4sme~fromsixNesped6c~"ons ~nvolvtng extra costs wl be executed 0dy tlme w~ten oMem, and w~ become en &xtm dmrge Over ard above 116 cellmile. AJI Igmemell o~ upon s~jkel, middents m' delays beyond our central. Ch~et to ~ Ire, tornado, and othe~ neoessaey Insurance. Our wovkerlamft,~oovers~byV~od~$r"!Co,~,,_F ~kjnin~Jranc~. .)"z ' Authorized S~lnature ,' Note: This proposal may be withdrawn by us if not accepted wilhtn ACCEPTANCE OF PROPOSAL - The above prlCoS, specifications and conditions are satisfactory and are hereby accepted. You are Signature authorized to do ~he wod( 18 specified, Plyllqent will be made as outlined above, Sigreture Date oi' Acceptance: ~rw't~F~.r~3s~1~ NBSlac.,Qr~ton, NtAOi471Tom, derphon®TdiFrtel.8~otoml~)loRt'coNvmmn~v~we~!. Ime~!DwU.l.k A days. SCOTT'S PAINTING 667 HODGE ST. NORTH LIBERTY, IOWA 52317 (319) 339-4262 PROPOSAL SUBMII'rED TO: PROPOSAL Page No. DESCRIPTION OF JOB ARCHITECT ~~....'...eF../z~~ .......... O~Z ...... ~ ........ ~ ~ ........ ~~r ........ ~~-. ~~ L ...... ~<.~~: aH ~.~~ ~ .......... ~~~ ....................... A~ ~ ~ ............ ~ .......... ~~ ~~~ - , . . ............................................................................................... · .......................................................... · ............................................................................... I ................ ~e hereb~ propose ~o fi,leb metedel end leb~r, ~omplele in accordance wilh ebo~e e~dfitefio, e, for lbe ,urn of dollars($ ) All material Is parenteel to be as spedfiecL manner accerdlnI Io standard pride. All}, siteration or aleviolins from specificslions Involvlnl eatIra COltl WIll be axealter Ipoa written orders, and will become In extra therio over led above tbo estimate. All mireestate continiest upon, strikes, accidents or dela},e beyond our eoettrel. Owls. to carry fire. tornado ned other necessary insurance. Oalr ere ere I~ally coveted by Werker'e Compeneatlon lainreact. Acceptance of Proposal - The abe prices, specifications and cued- rinse ere setilractor,/end are herb7 accepted. You Ire authorized to do the work as specified. Pe~lnent adll be made el madbed above. Dale of Acceptence'~ SiKnalure / SiSnature E: KRUSE 7 LONGVIEW KNOLL IOWA CITY IOWA 52240 319-337-5891 3 I 9-337-7743 November 27, 1998 Straightco Construction 704 N. Reno Street Iowa City, IA 52240 RE: Reroofing project for 507 College Street ATTN: Jeff Ribble Gentlemen: On behalf of my client, Community Mental Health Center/Robert Jackson, Director, I am requesting cost information for roof repairs and replacement for the specific structure at 507 College Street.' The main goal is to arrest the damages to the eave structure, which has internal gutters that have leaked for some time. Our approach is noted on the enclosed '~'drJ~ving.' The project includes replacing the internal gutters with new external gutters; reroofing the main building; repair of the eaves; and, finally, reroofing the porches. You may have alternative ideas which I would be interested in discussing with you. Cost figures are needed to make an application for grant funds, but the actual work will Oot take place until after July 1, 1999. Our selection of a contractor will be based upon the contractor with the best approach -- not just price. Please call if you have any questions, or to schedule a visit to the job site. I look forward to hearing+from you. incer l, Architect RHK/ksd 9800 Enclosure A RCHITECTURAL DESIG N 31933F7 74 1 · LONGVIEW KNelL' ,Llammfy 18, 1999 Mr. ROI~ Jacksort Executive Director Mid Eemern lows Commta-tty Mental Health Center 507 E. C ~ Street lows Clt,, IA 62240 RE: Roof at 507 E. Colrage P.,r your request, I have obtained two quotat~ for c~mplettng the r~at~, ~ ,,; 4 project at 507 E. College. In addl6on, I ebrfier estimated the oost of the project e'qd have included that figure. i IvH estlmate, tnduding.fascia and set-up costs idtch were not Included previmmy, $27.000_ Tile two contractor quotations are as fctows: L.ng Roonng Stmighlco C. mmu~on, Inc. ;27,075 bec. au,,~e'tte extent el eeve darnage Is unknown, the dondillon of the "Skip' sheathing · Is trd,,~,,,,, the ctats of the gutters end downspout was estlmNed taxi no quoted by the subcontractor who wouffi do the actual work, and hare ere mmterlal (reo~ng} optlore. ~Thus, the project will probably run about $30;000 by the Ume el ne unknow~ n known. In my profesdon~l Judgment, ~is is the figure | sugllest you budget. ' Ek4h cluotatlorm/re for a 30-yeer roof. Contlnfmcy should aim3 Ix coreklered if you have arty questtor~ or would Ike 1o dlsc~ ~le matter furthe~ please fee~ free to CLII me. : RHK/k~ 9804 A RCHITECTLJRAL DESIG N t~ L Mid-Eastern Iowa Community Mental Health Center Board of Directors' Meeting Jalmuary 27, 1998 507 E. College Street Iowa City, Iowa 52240 MINUTES Convene The meeting was called to order by Joyce Leff. Attending were Pastor Mary Eggsfling, Rick Gerard, Breads Hollingsworth, Chuck Hubble, Joyce Leff, Jerry Meis, Emilio Rubrlght, Sally Stutsman, board members; Robert Byers, Sue Comer, Bob Jackson and Stephen Trefz, staff; Craig Mosher, guest. Absent board members were Vivian Kalambahetl, Bonnle.Lindenmayer, Ginny Powers, James Ragland and , (notice of planned absence received); Leroy Moeller (notice of planned absence not received). II. ZZZ. IV. VI. !p~gductiona staff m~r.b~rs St~plm~!m 'Frefz, Sue Comer a,{] Robert Byers were iutroduced. Craig Mother wag introduced as guest of Sally Stutsman. Craig is the head of the Johnson County M[I/I)D department. ~p~o_F_v!l of Minutes of October 1, 1997 Meetin~ The board approved the minutes of the November 18, 1997 meeting. Con~nittee Reports Executive Committee...Joyce Leff · Approximately 1300 fund raising letters were sent out on December 1, 1997 requesting capital improvement contributions for tile 505 restoration and 507 building repairs. To date we have received $11,595 in contributions. The board thanked the staff for their timely efforts in this project. Suggestions were made for following up with those who have not responded to:the fund raising letter. Bob noted we are making application for CDBG dollars which is due February 3, 1998. Dick Kruse, an architect, is assisting in what the necessary repairs will be. Our fund raiser will show the efforts we have made when submitting this applicat~on. The Board through consensus supported Bob making appl~oation for CDB~ funding. · The board felt salary adjustments could not be recommended at this time. The u,aersta~ding of the staff is appreciated. P].auning Committee... Bonnie Linde~mayer No report. Fi,~uce Committee...V]vlan Kal~mbnheti No report. Executive Director Report Rick Gerard moved and Sally Stutsman seconded to table the October, November and December, 1997 financial statements until the Executive/Finance Committee meets on February 10, 1998 at 4:00 pm. The minutes from this meeting will be sent to board members immediately following the meeting. Motion carried. Reassignment of staff in the Business Office and Insurance/Intake/Billing has taken place. We have had dramatic cash flow and income problems. We will meet the January payroll and expenses. Our cash has gone from $157,000 in June 1997 to a near $0 balance projected as of the end of January. To date the Center has done the followlag to improve the situation: A. Cut $202,000 from the budget by reducing staff openings (not replacing staff who have left) and consolidating their fun|ions in the remaining staff. B. Began'a review of compensation and benefits.' C. Emphasizing productivity. D. Expand our market base into additional counties. E. Taken steps to restructure intake/insurance/billing. Significant personnel changes have taken place. Robert Byers is now Business Manager, Sue Comer is ACcountant/Office Coordinator, Rebecca Woodhouse is Insurance Specialist and has requested her hours be reduced to 25 per week, Carolyn Melneke and Kartn Anderson in our intake positions have requested their hours be reduced to 20 hours per week each effective January 20, 1998. 1 r. W~ have emplnyr'd two pernonn tn r~llr Jllrlurance/[nbak~/h~l[jng dPpnr~menh wi t'h nt.t'ntlg b,qckground~ hi [n~urance. '['hi~ department ~ ~t~[ nhort by ZS houre pe~ ~eek from ~here j~ wag Oc~obe= ~, ~997. He ~ee~ more more re~ource~ a~e needed to ~uZ~y addre~G this area. Hob opened the discussion for questions and comments. Discussion took place as to how the county billing fit into this. We are in the process of billing 40-50 counties. Our billing through November 1997 is showing $130,000 to be received where clients are legally settled in other counties, or are state cases, but being served here. In October, 1997 we sent 33 counties cover letters, universal applications, service descriptions, requests for authorizations and legal settlements. We heard back from less than one half and received generally negative responses from those we did hear from. we are sending bills to demonstrate our efforts, but we are behind. Creating ca.h flow problems are the fact that bills going out today are not expected to paid earlier than M~rch 1998. It is very likely that April, May and June bills will not be paid in this fiscal year, including Johnson county. we |lave been told by the CPC that if we aren't able to secure payment from other counties Johnson county will pay. It is not yet clear at what point Johnson county will pay. Craig Mosher stated that the CPC does not want to be a collector for the MHC, however, when the Center is unable to collect, Johnson county will pay. The Center must notify Johnson county upon denial. His sense is that we are not geared up administratively. He was pleased new positions have been filled. The billing system must be in place. If it falls apart he is quite' prepared to assist. The Board expressed their concerns regarding the cash flow problem and waiting period until the Center receives payment. Bob noted there are centers going under and teetering. Some counties are going back to block grants for the rest of the year. He said we need some adjustment from Johnson county for this year so we can work this out. The time between when bills go out and we receive payment is an expanded period of time. In fee for service, dollars are received after the service. With block grant., dol.]ars are received all within tile service period. With fee for service, the no shows l~nve us with nothing to bill. with block grants the dollars are there even if clients don't show. We have tried to solve the no show problem by charging for the missed appointments, putting those who routinely fail to show in short time slots and making da]].y reminder calls. Tile counties we deal with for fee for service have posed a wide rnnge of hurdleft. We are projecting to have a deficit in the range of $250,000 if we do not receive dollars from other counties, the state or Johnson County to cover the spread caused by this fee for service delayed payment. Craig received our November, 1997 bill for Psychiatry and Psychotherapy on January 22, 1998. It takes the CPC two weeks to pay a bill. He expects November bills in early Decem]Der so we w~ll receive payment ~n December. He felt we need technical assistance for our billing process. Bob stated we were told by the CPC we could only bill monthly. Craig stated block grants for MI were supposed to be recalculated in January, 1998, but that he is willing to wait to the end of the fiscal year, therefore not reducing the grant. He feels this will help somewhat. Craig will be meeting with us at the Center on Thursday, January 29th to discuss the situation further. He would like to work out the billing process and focus on 6-8 big money counties. He again stated we need to resolve technical billing problems. He would like help to resolve this problem. Johnson county has an interest in seeing tile Center survive. The Center provides many services and clearly billing is a more complex problem due to this. f'h- flonrd cZR~tr[ed f'|mnt doitrlnofl ceunty cnuLd h~vn ~]l~nerl, nf~d ~ll[d choone evnrl flow, ~o block Stint all n~rvtceg for the remainder of th~n Etscal year. The Board suggo~ted Johnson county block grant us for ~he remainder of the fiscal year n.d give us time to resolve our problems. ~ick Gerard moved and mil J Rubright seconded to approve Bob Jackson meet with Jobuson, Iowa and Cedar county Boards of Supervi~or~ and appr{se them of the fragile f~nnucial Uosition of the Mental Health Center and ask for some special consideration for this f~scal year, such ~s a block grant arrangement. Motion carried. ! · The Center has been awarded the Intensive Psychiatric Rehabilitation Services grant proposal as one of eight pilots state wide. The project has been done jointly with the University of Iowa Hospitals and Clinics and Muscatine Communit~ Services. Two of our staff have received 60 hours of training and two more will receive certification this ~ering. Monday, February 2nd, 20 people from DHS, Boston Psychiatric Rehabilltation Center, and Merit Behavioral Care will be doing a site visit at the Center accreditation amid to provlc]e tec|tn].cal a.~ist~uce. Kathleen Gn~vin and Sllarom~ Bl~n have do~xe a wonderful Job with training and are=very excited about the program. The program i~ a serv{ce targeted to persons with movers and persistent mental il].ne~. It ~peakg to clients recovery and establishing goals and new status within time community. The pilots will run through June. · On December 1. 1997 the Center launched its new system for handling after bout emergency calls. All six counties we serve requested emergency services be provided. A staff person and physician are on call seven days a week. We are more responsive and Foundation II has been able to handle and channel calls effectively. Stephen Trefz has done very well launching this change, and organizing it internally and with Foundation · We will launch Family Support. Services in Muscatine county on Monday, February 2nd. Muscatine county is subcontracting the service to us. The Center has employed Kelley Dossett as the primary clinician for Family Support Services. · we have a signed contract with Louisa county for Psychotherapy and psychiatry, Emergency Services and Supported Community Living and Washington county for Psychiatry services only. VII. Old Business No r~port. vIII. [~ Busin~s__s ~Io zeport. IX. Ad]ourlunent The next Board of Directors' meeting will be March 24, 1998. Respectfully Submitted by Sue Comer 1. Name of Project: OLD BI~CK ACCESS'rBT~ PRO,TECT 3. Name and Address of Applicant/Organization Old Brick Episcopal Lutheran Corporation 26 East Market Street Iowa City, IA 52245 5. Location of Proposed Project: 26 East Market 5treat Iowa City, IA 52245 CITY OF IOWA CITY FUNDING REQUEST 2a. Amount of CDBG Funds Requested G--7~000 b. Loan $ Grant $_70~000 c. Type of Loan: (check applicable line) Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment)__ Declining Balance Lien (forgiven over time) 4. Contact Person: Todd Case Amount Phone Number: 354-3792 Fax Number: 351-2626 Eraall Address: westwindsl~aol.com Check CITY STEPS Objective(s) met: Affordable Housing Needs Homeless Needs _X_Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project: Old Brick requests grant funds to help install a hydraulic elevator at the southeast corner of the building to provide accessibility between the lower and upper-level floors. This project is a vital part of a larger effort to renovate and rehabilitate the entire building to serve oil members of the community better, particularly low-income and persons with disabilities. See Exhibit A for a description of the entire renovation and rehabilitation project. Approximately 30% of the funds needed for the elevator and approximately 86% of the estimated funds needed to complete the renovation and rehabilitation project will be provided by Old Brick's operating budget, other grant funds, gifts, and private donations. A major part of Old Brick's mission is and has been to provide a gathering place for civic, educational, cultural, and social events in the community. During the past year alone, the auditorium has been used by more than 75 groups and individuals for events such as concerts, plays, ethnic festivals and celebrations, weddings, a coffee house for musicians and poets to present their work in an informal setting and as an exhibit hall for various community art shows. Old Brick's proximity to the University has provided opportunities for classes and graduations to be held in the building. The Agape Cafe, a weekly breakfast program for the homeless, is operated out of Old Brick: every week, 45 to 50 homeless and low-income guests are seated at tables with tablecloths, order from menus, have their orders taken, end ore served by volunteers from the community. Another priority of Old Brick is and has been to provide office space for human service agencies. The Corporation currently leases offices to various tenants including Independent Living, the United Nations, 5oul Friends Ministry, Associated Councilors, Council for Organization of 6raduate Students, and Table to Table. Old Brick's policy is to set the rents at below-market rates to enable these non-profit organiza- tions to afford an office in downtown Iowa City near the University. los' Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) Old Brick was purchased from the University of Iowa by Old Brick Associates in 1977, subject to the terms of 50-year restrictive covenants on the property. These covenants recognize Old Brick as a vital community asset and public resource and require that "every reasonable effort shall be made to maintain an environment which fosters the use of the auditorium by a variety of community and university groups and individuals and that the owner shall undertake affirmative steps to promote such community use." The change in grade at the front of Old Brick is too great to provide accessibility by means of ramps. The proposed elevator to provide handicapped access is crucial to be able to provide broad use by oil members of the community. Indeed, the Old Brick Board has long recognized accessibility as o major priority in order to serve the community better. Accessibility Needs High Priority Need Priority Need Level (High, Medium or Low) 9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. Rrst, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Second, please discuss how these outcome data will be met by the proposed project. Old Brick's mission is to provide a gathering place for all persons for civic, educational, cultural, and social events in the community. Every year Old Brick has been forced to forego rental of the auditorium to deserving groups because of inadequate facilities for persons with disabilities. When the corporation purchased Old Brick from Old Brick Associates in 1987, it hoped rental revenue would provide funds to provide accessibility throughout the building, including the installation of an elevator. Unfortunately, due to rising costs of maintenance and below-market rental rates for nonprofit corporations, this has not happened. Old Brick has had to resort to a make-shift stair lift in the office wing. It is difficult to project how many people have not been and continue not to be served at Old Brick because of the lack of an elevator. We believe there are many. The number of persons with disabilities is sure to increase as the population ages. City 5taps places accessibility needs at the high priority level. Making Old Brick accessible to persons with disabilities is also our number one priority. It has risen to the level of a moral issue in a place where so many people are served and where the potential for even fuller service remains a real possibility. Use of Community Development Block Grant funds to purchase and install the elevator will enable Old Brick to devote funds obtained from diverse other sources to meeting other needs of persons with disabilities. Rest room facilities and access hallways for persons using Old Brick's auditorium must be accessible. The existing kitchen facilities will be upgraded to commercial kitchen standards to provide better, safer, and more efficient service for Agape Care as well as other public and private events and programs at Old Brick. 10. List goal(s) of this project. In addition, please indicate the best you can the number of beneficiaries according to the following income categories: (please see attached Income Guidelines for Iowa City) Number between 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over 100% median income TOTAL (Circle persons or households) y persons or households persons or households persons or households persons or households persons or households Persons or Households The more than 75 events held at Old Brick in 1998 served an estimated 15,000 people. Approximately 80 percent of the events served the student and/or low income population of Iowa City. The Agape Care operates every Wednesday morning during school months to serve a dignified breakfast to homeless and low income persons. The Care is usually filled to capacity at 50 persons, although it is not full on some winter mornings. Current Old Brick tenants are: UE LOCAL 896 - COG5, a union for graduate employees at the University of Iowa which represents hundreds of graduate students: TABLE TO TABLE supports the work of both donors and serves by identifying sources of food and transporting it to the groups that need it; Table to Table has created a system where a daily list of food donations is tallied and those donations are trans- ported to the appropriate program feeding the bungS; IOWA DIVISION, UNITED NAT'JZON5 A550CIAT'/ON - The mission of the UNA-USA is to provide grassroots support for the United Nations System as well as to develop and relay citizens' ideas to United Nations and United 5totes leadership: the Iowa Division heightens public understanding and concern about global issues and their relationship to the U.N. System through research, education and information services; EVERTT CONNER CENTER FOR INDEPENDENT LIVING assists individuals with disabilities to maintain control over day to day activities and to advocate for themselves in order to achieve greater independence and full participation in an integrated society: CAROL CHRISTENSEN AND A550CIATED COUNCILORS, psychologists providing counseling and therapy. 11. General Description of Activities: List major activities of the project (how do these activities address your goals listed in #107). Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry out the project). The major activity is the purchase and installation of a hydraulic elevator which will greatly enhance the accessibility of the building and provide opportunities for more people to participate in Old Brick programs. Old Brick will purchase elevator equipment, construct the shaft, and remodel the existing structure as necessa~ and appropriate. The new elevator will have a capacity of 2500 Ibs. A single slide, side opening door, 3' x 6" wide will include retractable safety edges equipped with photo electric light sensors. All signal fixtures will include the handicapped accessibility package and will comply with ADA requirements. The control system will be interconnected to the building fire alarm system and will provide for "Firelight- ors Operation" in accordance with code requirements. Kevin Manson of Neumann Manson Architects is the project architect for the elevator installation and the entire renovation and rehabilitation project. He will assure compliance with all federal, state, and city code requirements. Old Brick is Iowa City Historic Landmark Parcel 10 and is on the National Register of Historic Places. Therefore, the renovation and rehabilitation work will also be reviewed by the 5tote Historical 5ociety of Iowa and the Iowa City Historical Preservation Commission. Building Manager Todd Case and the eight-member Old Brick Board (including Sue Licht, historic preservation architect) will provide project oversight as appropriate. 12. If funds are not awarded, will the project/program continue? Yes_X._ No~ If partial funds are awarded, will the project/program continue? Yes_X- No If yes, at what level? BecaUSe 0f its top priority, the elevator will be installed using other funds raised for the renovation and rehabilitation, if necessary. 13. 14. If funds are awarded, will the project/program continue after the CDBG funds end? Yes N°-_X The elevator installation will be complete. Old Brick will continue to provide a a gathering place for all persons in the community. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel 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. Please include the cost of an audit for any project over $300,000 and other items listed under Budget Considerations in the Subre- cipient 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. EXPENSE CATEGORY (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget Elevator Equipment Elevator Installation Gutters and Soffits Gutters and Soffits Gutters and Soffits Renovation, Rehabilitation CDBG FUNDS ~35,O00 35,000 BUDGET BREAKDOWN Please place an X in box that applies. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic. Carom. FUNDS FUNDS Kind ~15,000 U.T.O. Grant 15,000 U.T.O. Grant 32,466 REAP/HDRP Grant 14,233 Old Brick 2,000 Old Brick 350,000 * Other Grants, and · estimated Community Fund-Raising, at this time and Old Brick X X X X X X X X X X X X X X X X X TOTALS ~70,000 ~428,699 15. 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). $30,000 is requested from United Thank Offering for the elevator project; award to be made in March 1999. ~rant application submitted to 5tats Historical 5ociety of Iowa for $32,466 for gutters and soffits. ~rant applications will be submitted to Roy 3. Carver Charitable Trust, National Trust for Historic Preservation, Friends of Historic Preservation, and other sources. Professional fund-raisers have been contacted, and one will be hired to assess feasibility of community fund-raising and help develop fund-raising campaign. 16. Have you received CDBG funding in the past? Yes No_X__ {If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are un- derway please indicate the amount of funds remaining to be expanded. 17. Does the proposed project pay property taxes? Yes --X- No Partially exempt. If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes If "yes", what is the percent of full taxes paid? ~; % and amount paid $ 1,294 No 18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. Old Brick plans to hire a part-time program director to reach out to more of the community, which will help move Old Brick's programming in the direction of attracting more low-income and persons with disabilities. Toward this end, Old Brick brought together a broad spectrum of the constituencies served by Old Brick to participate in a visioning session to build a vision for Old Brick for the next century. These groups included the current tenants, City Council members, City staff members, Chamber of Commerce members, students, University representatives, and representatives from other community groups. AS a result of the visioning session, Old Brick has organized a Community Advisory Council composed of up to 15 members who will meet four times a year to help coordinate Old Brick' s mission with community needs. See Exhibit B. Old Brick's office tenants provide a wide range of services to low income persons and persons with disabilities. Old Brick recently met with representatives of the tenants to discuss plans for renovation and rehabilitation and is committed to continuing these discussions. The tenants provide a valuable resource for feedback. ]:n addition, Care Agape is held every Wednesday and provides regular opportunities for feedback from the people served. Old Brick is a nonprofit, tax exempt corporation, and its support for and commitment to the elevator project and the entire renovation and rehabilitation project is demonstrated in the minutes of the Board of Directors meeting on November 9, 1998, a copy of which is attached as Exhibit C. APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 19, 1999, TO: City of Iowa City Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 stephen-long~uiowa .edu shared\cornmdev\hcdc\fy00apps~nonhsng2.doc EXHIBIT A OLD BRICK RENOVATION AND REHABILITATION EXTERIOR: Elevator for Accessibility Elevator installation Repair Gutters and 5offits Roof Repair Tuck-pointing New Signage in Front Front Sidewalk and Steps $50,000 * 50,000 * 48,699 * AUDITORIUM: Window Repair, Replacement, Storm Protection Stained Glass Window Repair and Replacement New Heating and Air Conditioning Equipment 5tarage Artificial Lighting Commercial Quality 5ound System, Internet Access Wood Flooring Handicapped Accessible Hallways and Rest Rooms Dressing and Staging Area Fully Equipped Commercial Kitchen Lowered Ceiling Removal of Stage. Acquisition of Portable Stage Reconfigure Front Entry, Replace Front Doors Coat Storage Space LOWER LEVEL: Revamp Clinton Street Entrance Reconfigure Entry Way, Lounge Area, and Meeting Room OFFICE WING ALTERNATIVES: (1) Tear it down and rebuild a more efficient office facility, including ale- (2) (3) (4) vator for handicapped access. Add a third floor, including elevator for handicapped access, Renovate what is there now, or Eliminate the wing altogether. * Architect's Estimates. Total Renovation and Rehabilitation Estimated at $500,000 - $700,000. EXHIIBIT C OLD BRICK EPISCOPAL LUTBERAN CORPORATION BOARD OF DIRECTORS The Board of Directors of Old Brick Episcopal Lutheran Corporation met on November 9, 1998, at Old Brick Church and Community Center in Iowa City, Iowa, beginning at 5:30 p.m. with pizza. Directors present: Chuck Coulter, Judy Gerlitz, Ron Hanson, Sue Licht, Barbara Stein, Liz Swenson, and Dorothy Whiston. Absent: Bill Klink. Lutheran Campus Ministry Council Members: Bob Dotzel, Dottie Persson, Brad Meyer, Nathan Peterson, and Eric Sanders. Episcopal Chaplaincy Council Members: Julia Easley, John Harper, John Robertson, and John Cowan. Also present: Todd Case, Susanne Watson, Ken Gamb, and Kevin Monson. ANNOUNCEMENTS. Announcements were made about upcoming events: Care Agape fund- raising Mexican dinner on November 18; Episcopal Chaplaincy and Lutheran Campus Ministry covenant signing at 10:30 a.m. on November 22; and renewal of the Old Brick Christmas program on December 20. BACKGROUND. Chuck provided background information for the planned discussion about resto- ration of Old Brick, summarizing the results of the visioning session held on April 24 and 25 and outlining Old Brick' financial position and plans for fund raising. Members of the Program Committee discussed program planning. They have identified pro- grams in three basic areas: social, religious, and cultural. They plan to survey community organizations to identify needs and requirements and have discovered the need for funds to pay for promotion of scheduled programs. RESTORATION PLANNING. Kevin Monson stated that the first priority in restoration should be to stop the deterioration and save the building. This work is fairly easily defined: the roof, the gutters, the soffits, the windows, tuck-pointing as needed, and the exterior structure of the building in general. He said the Auditorium or Sanctuary really needs a lot of work, should be the second priority, and would be the main focus of the discussion. Work done here will provide a good retum on the investment because it will make the facility more rentable. Extensive discussion then touched on the following areas: BELL TOWER: Liz suggested some attention should be paid to this area, which could make a delightful room. It is probably about 12' by 12' and might be a quiet study area for students. ACCESSIBILITY: This is a critical part of the planning if Old Brick is to be a community center. Kevin said there are several options for providing an elevator at the front of the building and that the grade is too great for ramps to provide handicapped access. HVAC: Adequate, efficient heating and air conditioning are essential to make this functional tll space throughout the year. STORAGE: Easily accessible storage must be provided for tables, chairs, audio visual equipment, portable altars, and other equipment. LIGHTING: New artificial lighting must provide better and flexible lighting for various types of functions. Natural light through the windows must be controlled so the room can be darkened when necessary. SOUND SYSTEMS: A commercial quality sound system must be available for speaking and for music. Wiring should also be provided for internet access. FLOORING: Kevin recommended that the entire floor be wood with a protective finish. This will wear better and be easier to maintain than carpet. Carpet squares can be used with screens to set aside smaller areas. WINDOWS: We must be able to close out the natural light when necessary. In addition to repairing and providing storm protection we need to resolve the question of the old stained glass windows stored in the basement. Kevin suggested the possibility of moving the one current stained glass window to the North and adding a stained glass window with back-lighting in the Northwest comer where the window is blocked by the addition. The stained glass could be used for dividers, hanging displays, and other uses that would make constructive use of them. CHAPEL: There is strong consensus that a permanent chapel area must be provided. A chapel in the lower area would be satisfactory. The chapel should accommodate at least 20 and maybe as many as 35 for small weddings and other services. RESTROOMS: The upstairs restrooms must be handicapped accessible. A dressing and staging area near the restrooms should be provided for weddings and plays. KITCHEN: A fully equipped commercial kitchen should be provided. The kitchen might be moved to the West to allow other uses of the corner rooms with windows. CEILING: The ceiling should probably be lowered, which will be consistent with what existed in the early years. It will also permit duct work and wiring to be hidden. The ceiling would be just under the rafters, which were never meant to be exposed. NORTH WALL: There was a consensus that the stage should be removed and a portable stage should be provided and that the North wall should be plain. Planning should include the likely desire to use a cross on this wall for certain services. SANCTUARY: Planning should retain the power of this space as a worship space. Calling it a sanctuary instead of an Auditorium might help, but sanctuary might be off-putting to some. Perhaps it should be called a community sanctuary. FRONT DOORS: The front entry may need to be recon~gured as it used to be because the doors used to be lower. The doors may need to be replaced. SIGN: A new sign in front of the building is needed. NARTHEX: Space for coats should be provided. The narthex could be opened to the space above. ORGAN: The organ could be moved, but greater security for it must be provided. BALCONY: Could the balcony be expanded, extended into the room? LOWER LEVEL. Kevin said this space was reasonably functional and no financial gains would result from redecorating it. The was a strong consensus that the lower area, including the Clinton Street entrance, the current chapel, the lounge area, and the meeting room, should be reconfigured for greater efficiency. OFFICE WING. Kevin noted that moneys spent on the office wing were not likely to enhance revenue by much. There are essentially four options: (1) Tear it down and rebuild a more efficient office facility, (2) add a third floor, (3) renovate what is there now, or (4) eliminate the wing altogether. MINUTES. Todd distributed copies of the minutes of the Board of Directors meeting on October 12, 1998, to Directors, along with a written property manager's report and the financial statements for October 31. There was no further business, and the meeting was adjourned at 8:45 p.m. Respectfully submitted, Chuck Coulter, Secretary 14 E "0 0 ~ o C C 0 I ._0 01 C I.U :3 C t~~ C Z 0 0 '~O ~ ~'C cn a o ~ uO E :=i.!_ c . c~o ~,.- ~o >-~ ~aa o~u o o~_ c v~ w-~ m.~: ~ o .,_ ~ n L.U_ o "0 s= s= °c 'Ow3'u · -- ~ 0"0 ..I- ~ ~ 0 ~"~ ~ '~"'+- ~ o'c ~ ~-d ~ u ~: E Z o ~ ~ ~ ~n.e---,- w c w L. iD l:: o orv ~ c,c_c c~.- L W CITY OF IOWA CITY i JAN FY00 COMMUNITY DEVELOPMENT BLOCK GhA .Tn FUNDING REQUEST FOR NON-HOUSING PROJECTS 1. Name of Project: Parkland Acquisition and Development Miller-Orchard Neighborhood 2a, Amount of CDBG Funds Requested ~ 215,000 Loan $ Grant ~ 215,000 c. Type of Loan: (check applicable line) Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) Name and Address of Applicant/Organization Miller Orchard Neighborhood Association 5. Location of Proposed Project: Lots 3 & 4, Henry F. Byrd Addition (see attached location map) Amount 4. Contact Person: Ginny Rew - Miller Orchard Neighborhood Association Phone Number: 354-5812 Fax Number: Email Address: 6. Check CITY STEPS Objective(s) met: Affordable Housing Needs Homeless Needs _~_Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project: This project would include the acquisition and development of a small neighborhood park. The Miller Orchard Neighborhoed has been identified by the Parks and Recreation Department, the Planning Department and CITY STEPS as having a deficiency in open space. To address this need the Neighborhood Association, the Parks & Recreation Commission and the Iowa City Neighborhood Services Coordinator have been working together over the last few years to develop options. Recently, it has come to the attention of the Neighborhoed and the City of Iowa City that a 2-acre parcel of undeveloped property directly across the street from Roosevelt Elementary School is available for sale. The owner of the property has recently conducted an appraisal that valued the property at $125,000. An independent appraisal will be conducted by the City prior to purchase to determine a final purchase price. This proposal would utilize a variety of funding sources to purchase the real property and undertake park development that will include site preparation, water and electric service, lighting, a shelter, picnic tables, playground equipment, sports facilities or other improvements as determined by the neighborhood residents (see detailed park development budget). Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) The project is needed to provide a safe, local space for neighborhood children and families to play and recreate. The Miller- Orchard Neighborhood has a net deficiency of 7.35 acres according to the Neighborhood Open Space Plan that recommends 3 acres of open space per 1,000 residents. According to the Iowa City Comprehensive Plan, the Miller-Orchard Neighborhood is the only developed district without an easily accessible park. The neighborhood is currently working with the City to design improvements to Benton Street. The neighborhood feels disenfranchised due to the Benton Street division as well as the infiltration of larger apartment building development and a slow transition of single family homes from owner occupied to rental. It is felt that all of these influences are causing a deterioration of their neighborhood. A park could provide a neighborhood focal point that can lead to increased socialization and stabilization of the area. This project is specifically identified in CITY STEPS as a neighborhood need (p.86). The strategy shown in CITY STEPS is the provision of additional parks and recreational facilities. In addition, the CITY STEPS Plan shows a long-term objective of developing parks\open space in lower income neighborhoods. Neighborhood Facilities Priority Need Medium Priority Need Level (High, Medium or Low) 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). Second, please discuss how these outcome data will be met by the proposed project. Outcome data could be perceived as somewhat subjective in instances such as parks and the social advantage they can provide to their users. Miller Orchard neighborhood residents feel that a lack of a gathering place to meet, socialize and become familiar with their neighbors has been detrimental to their area. The neighborhood children have no place to meet that is safe, familiar and close to their homes. Parents have no place to take their toddlers for an outing that is convenient and close to home. The ability to get to know one another is more challenging than other neighborhoods that have parks and are not divided by an arterial street. The City of Iowa City's Comprehensive Plan suggests that "open space serves the public interest by providing opportunities for active recreation and play...and is considered a vital part of a community..." "Attractive open space enhances and preserves private property values, and serves the immediate and future needs of area residents in the same way as other capital improvements, such as streets, water mains and sanitary and storm sewers serves resident. Open spaces provides neighbors a sense of connection with their neighborhoods." The American Planning Association's Zoning News suggests that provision of parks in lower income neighborhoods aids in maintaining the affordability of the housing stock. Parks provided by the City alleviate the need for affordable housing development to incorporate that amenity therefore keeping costs down. 10. List goal(s) of this project. In addition, please indicate the best you can the number of beneficiaries according to the following income categories: (please see attached Income Guidelines for Iowa City) Number between 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over 100% median income TOTAL PERSONS (Persons or Households) X .persons X persons X .persons X persons X persons 3.597 in Census Tract 6 TOTAL LOW INCOME 2,581 Persons * (72% OF THE TOTAL POPULATION) The 1990 Census reports that there are 2,581 low income persons living in Census Tract 6 (primarily the Miller-Orchard Neighborhood). The low-income population in Census Tract 6 is approximately 72% of the total population. 11. General Description of Activities: List major activities of the project (how do these activities address your goals listed in #107). Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry out the project). The Parks and Recreation Department are aware of the open space problem in the Miller-Orchard Neighborhood. Park and Recreation Commission minutes suggest that the need for parkland, purchasing land in the neighborhood, funding options for purchasing parkland have been discussed steadily since 1980. All previous negotiations with the Ruppert family to purchase some of their property in the area have been unsuccessful. This is the first time that property has been available at a reasonable price in the past few decades. At their January 13, 1999 meeting, the Park and Recreation Commission committed the use of Parkland Acquisition funds to match CDBG funding to purchase the property. City workers (in*kind) will be utilized to help install playground equipment and make site improvements. If funding for all park improvements is not available through CDBG, the Commission has also suggested that park improvement funds will be prioritized for a Miller Orchard Park over the next several years. The neighborhood has also expressed the interest in applying for additional funds from the Program for Improving Neighborhood (PIN) Grant program. This program, with a maximum grant amount of ~5000 would be primarily used for smaller improvements such as plantings and additional equipment. Neighborhood residents are oftentimes utilized to complete the improvements. The Park and Recreation Department will work with the neighborhood to develop park plans that reflect the interests of the neighborhood. Recent park planning efforts are being utilized to make improvements to new and older City parks and involves a number of meetings with the neighborhood residents to identify needs and interests. If funding is appropriated for this program year, it is expected that the park development planning could be coordinated with the Benton Street Improvement Project so that the park could be accommodated and highlighted as part of a total project. A pedestrian bridge has been discussed as part of the Benton Street Project that could cross Benton Street from the Roosevelt School property to the proposed park area. The City of Iowa City will oversee the project to insure compliance with all governmental regulations. 12. If funds are not awarded, will the project/program continue? Yes ~ No If partial funds are awarded, will the project/program continue? Yes X No~ If yes, at what level? If partial funding is awarded the project may be undertaken in phases. The acquisition of the land is essential for continued development. Site improvements may be phased in over a number of years as the neighborhood applies for PIN grants and the Park & Recreation Department can schedule capital improvements. 13. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No 14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel 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. Please include the cost of an audit for any project over $300,000 and 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. EXPENSE CATEGORY (e.g. salaries, acquisition, rehab| If possible, please prioritize the budget Real Property Acquisition Site Improvements (see itemized site budget) PIN Grant(s) CDBG FUNDS BUDGET BREAKDOWN Please place an X in box that applies. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic. Cornre. FUNDS FUNDS Kind $ 65,000 60,000 City - Parkland Acq. Fund x 150,000 x x 5,000 + x x TOTALS $21 5,000 $65,000 15. 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). Program for Improving Neighborhoods (PIN) grant funds are available to neighborhood associations to make improvements in their neighborhoods. It is likely that the Miller Orchard neighborhood association will take advantage of these funds to complete smaller projects related the park. I Iq 16. Have you received CDBG funding in the past? Yes No X (If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are underway please indicate the amount of funds remaining to be expended. 17. Does the proposed project pay property taxes? Yes __ No X 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 $ The property will be acquired and deeded to the City of Iowa City as parkland. 18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. As discussed above, the neighborhood will be actively involved in the park planning process. A number of meetings will occur to allow neighbors to contribute their "wish list" of park features, review park concept plans and provide final recommendations. The neighborhood will also be able to apply for PIN grant funds to make smaller improvements to the park. PIN grant funding requires that the neighborhood be solicited for their ideas regarding potential applications. The neighborhood can apply for funding as often as they feel necessary. Most park improvements funded through the PIN grant program are completed by neighborhood residents. APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 19, 1999, TO: City of Iowa City Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 stephen-long~uiowa .edu shared\comrndev\hcdc\fyOOaPPs\nonhsng2-doc LOC~T~ON MAP BYRD ADDITION F , OAKCRES? S r /I _j S~ II ROOSEVELT SCHOOL BEN TON I L~ > < SOUTHGATE DEVELOPMENT 755 Mormon Trek Blvd. P.O. Box 1907 Iowa City. IA 52244-1907 PH: (319) 337-4195 FAX: (319) 337-9823 Mr. Terry Treeblood Park and Recreation Department City of Iowa City 220 South Gilbert Street Iowa City, IA 52240 Dear Terry, Southgate Development Company would look favorably to selling the two-acre parcel on Benton Street for use as parkland. cerely errllan January 19, 1999 TO .' FROM: DATE: RE: Marcia Klingman, Neighborhood Services Terry Trueblood, Parks & Recreation Director January 19, 1999 Miller/Orchard Parkland CITY OF I0 WA CITY PARKS & RECREATION DEPARTMENT 220 SOUTH GILBERT STREET IOWA CITY IOWA 52240-1632 As you know, Mace Braverman has indicated his willingness to sell two acres of property he owns in the Miller/Orchard neighborhood. The Parks and Recreation Commission is interested in obtaining this property to serve as a neighborhood park. According to our Neighborhood Open Space Action Plan, this particular neighborhood ranks as the top priority with respect to the need for neighborhood parkland. At its meeting of January 13, 1999, the Parks and Recreation Commission voted unanimously to support the submission of an application for CDBG funds to cover 50% of the purchase price. The other 50% would come from parkland acquisition funds. The Commission is also willing to make development of this park a high priority, with the hope that CDBG funds would also be available for development purposes making it easier to accelerate the project. Thank you for making us aware that Community Development fuhds may be available for this purpose. The acquisition and development of parkland in this area has been a high priority for quite sometime, but a variety of problems have prevented any progress until now. It is nice to finally see some light at the end of the tunnel. Should you have any questions, please do not hesitate to contact me. ~v~.d.t~t~lm~s. PHONE (319)356-5100 FAX (319)356-5487 PRELIMINARY COST ESTIMATES FOR DEVELOPMENT OF A 2 ACRE MILLER/ORCHARD PARK PLUS 10% ESTIMATE GROUP CONTINGENCY 1. Earthmoving/Landscaping $40,000 2. Water/electrical service 12,500 $52,500 $57,750 3. Picnic Shelter 15,000 4. Security lights 7,500 $32,500 $35,750 5. Miscellaneous equipment/amenities 10,000 (i.e. Tables, grills, trash cans, bike rack, drinking fountain) 6. Playground equipment and surfacing 25,000 $25,000 $27,500 7. Sport courts (basketball, sand volleyball) 10,000 $10,000 $11,000 8. Sidewalks/accessible pathways 15,000 $15,000 $16,500 9. Miscellaneous/contingency 15,000 TOTAL $150,000 .~ Strategy: Provision of Neighborhood Facilities Short-Term Objective: Expand neighborhood child care facilities. Long-Term Objective: Explore the need; plan and construct neighborhood facilities. Needs Assessment and Current Programs for Additional Parks and Recreational Facilities: According to the City of Iowa City Neighborhood Services Coordinator, the Mill- er/Orchard Neighborhood is most in need of a park to provide residents a place to take their children, congregate, and simply enjoy the open space. According to the Iowa City Comprehensive Plan, Miller/Orchard is the only developed district without an easily accessible park. The Neighborhood Open Space Plan Amend- ment shows that the neighborhood had 1,092 residents in 1990 with a projected build-out population of 2,451. The Plan states that a neighborhood needs 3 acres per 1,000 persons, which means a deficit of 7.35 acres of open space for this neighborhood. Strategy: Provision of Additional Parks and Recreational Facilities Long-Term Objective: Develop park/open space in low-income neighborhoods as needed. Needs Assessment and Current Programs for Health Facilities: While the number of patients and services offered at the Free Medical Clinic is growing, the existing facilities are adequate at this time. However, it is anticipated that over the next five years the demand will exceed the current space. One limitation of the facility is that it is not handicapped accessible. A dental clinic wffi be operating once a week out of the Free Medical Clinic beginning ill 1995. This new service will place an increased burden on the facility and could cause a potential lack of space. Strategy: Provision for Health Facilities: Long-Term Objective: Support expansion needs of existing medical/dental facilities. 2. Pubtic Service Needs F.,s~nmted federal funds to be expended for Public Service Needs over the next five years: $700,000 Needs Assessment and Current Programs for Health Services: medical, dental, nutrition, preventive care: According to staff at the Free Medical Clinic and from public meeting comments, the number one need is to assist patients in acquiring and purchasing prescription 86 Barbara M. Buss (319) 351-3309 747 West Benton Street Iowa City, IA 52246 e-mail: 72703.2457@compuserve.com January 2, 1999 Terry Trueblood Director Parks and Recreation Administration 220 South Gilbert Street Iowa City, IA 52240 Dear Terry, As you may know, Bill and I are off to Australia for six months. I assume that during our absence issues may arise concerning the purchase of land for a park in the Miller~rchard Neighborhood. Before we leave, January 13, I will give you the name(s) of a neighborhood contact(s) for this project. I would like to stay involved, and can be reached through e-mail, but I think there should be someone in Iowa City with whom you can work while we are gone. Before I leave, I would like to put on record the few thoughts I have about a Miller- Orchard Park and the site proposed. It could be argued that the Braverman site is not ideal, and that its area falls short of the City's guidelines for neighborhood parks. These arguments, however, overlook the context in which a park may realistically be built in this area,/Ze., the unavailability of the Ruppert land at a reasonable price. I believe that the Neighborhood's need for a park/open space far outweighs any arguments against this particular site. And the site is not without its advantages. It is visible, accessible, adjacent to Roosevelt School, and its availability now, as Benton Street is being reconstructed, is quite timely. Judith Klink mentioned to me that the Parks and Recreation Commission has recommended that the design of the park be incorporated into the new design for the street. I endorse this recommendation. I would like to return to the subject of the Ruppert land, the development of which will have a significant impact on the character of the Miller-Orchard Neighborhood and on the parks and trail system which has been proposed for this area. As you know, there has been the suggestion that the park deficit for the MillerOrchard and Weeber-Harlocke Neighborhoods would/could be satisfied by creating two small parks, one adjacent to each neighborhood, joined by a trail winding through the existing developed land and the undeveloped Ruppert land. As you also know from my earlier correspondence with you on this subject, our Neighborhood has a strong interest in the Ruppert's land being developed consistent with its present RS~8 zoning. The ideal would be for this area to be developed with the attention and foresight given to the development of the Peninsula. This plan, however, does not seem to be consistent with the expectations of the Ruppert family. We have spoken to Karin Franklin about the City's plans for this undeveloped land, and she has assured us that the City has no intention of changing the zoning there. Our offer to give the City our "old pasture" is, as it has always been, contingent on its being part of a park system for a family neighborhood. If the Ruppert land is rezoned for commercial or apartment development, I believe that our land would have little value to the City as a park, and we would probably withdraw our offer. Ever the optimist, I hope that the City will purchase the Braverman site, and that the park established there will be a catalyst for the development of the Ruppert land consistent with the type of housing which exists in the MillerOrchard neighborhood and an anchor for a trail system which links that park to our open space and to a park for the Weeber-Harlocke Neighborhood. I appreciate the efforts you are making on behalf of the purchase of the Braverman parcel. There were many who thought that a park would never be built in our neighborhood. It's always gratifying to prove the cynics wrong. Sincerely yours, Barbara Buss CC: Karin Franklin -/Marcia Klingaman Judith Klink Ruth Baker 1. Name of Project: Successful Living Supportive Housing Project CITY OF IOWA CITY FY00 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING REQUEST FOR NON-HOUSING PROJECTS 2a. Amount of CDBG Funds Requested $_15,000 b. Loan $ Grant $_15,000 c. Type of Loan: (check applicable line) Principal and interest (amo~zed loan) Amount Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) 3. Name and Address of Applicant/Organization Successful Living 716 N. Dubuque St. Iowa City, IA 52245 Contact Person: Theresa Kopatich Phone Number: 356-0947 Fax Number:356-0947 Email Address: kopatich~inaav.net '-- 12/98 / 5. Location of Proposed Project: 716 N Dubuque St. and 416 S. Dodge St. 7. Brief summary of the proposed project: Check CITY STEPS Objective(s) met: Affordable Housing Needs _x__Homeless Needs Public Facility Needs _x._Public Service Needs Economic Development Needs Successful Living was created to assume from the Emergency Housing Homeless Shelter a critical piece of Iowa Citys award winning continuum of care: support services for homeless persons. Through a parlnership with D & K PropeRties and the City of Iowa City, Successful Living is the only entity offering SRO units, with on-site support services, serving this population. As of this writing 43 SRO units exist, with 14 of the offedng subsidized rent for up to two years and the remaining 29 units at fair market rent. As Successful Living looks ahead into its second year of service, funding is requested to help continue its program in addition to adding 15 hrs a week of counseling services. The current counselors provide services to persons living in 14 of the SRO units. The additional hours will allow us to serve another 10 persons. Currently 75% of the people living in the 43 SRO units are persons with special needs. This increase in staffing will provide stabtty to the supportive service provision along with allowing more of the populations needs to be met. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify the applicable priority need and priority nkid level, as shown on pages 74-76 in CITY STEPS) While transitional-housing existed for families through the HACAP program, this program represents Iowa Citys first such program offering both supportive services and affordable SRO units for working homeless persons, living alone, with high levels of needs, including, in addition to homelessness, substance-am, sedous mental illness and dual diagnosis. Both the support-services piece and the SRO availability are cited in the City of Iowa City's Consolidated Plan as areas of high priority. The support-service piece, in particular. Strategy: Provision of Training in Living Skills Short/Long-term Objective: Create and/or expand services that offer day-to-day living and coping skills, including, but not limited to: locating and acquiring housing, budgeting, general housekeeping, home maintenance, home safety, communication skills, and independent living skills. ( page 90 of CITY STEPS) Our counselors will offer support in all the above areas. In addition we also offer support for finding and keeping employment. This too is a CITY STEPS priority. Strategy: Provide Employment Support Services Short-term Objectives: b. Facilitate supportive employment services for persons with special needs. ( page 95 of CITY STEPS) (on page 74 and 75 of the CITY STEPS Plan, the following are all listed as high pdority needs: Transitional Shelters for persons with special needs, Permanent Supportive Housing for persons with special needs, Substance abuse services, and Employment training.) Priority Need Priority Need Level (High, Medium or Low) 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). Second, please discuss how these outcome date will be met by the proposed project. The overall program goal is to help homeless or very-low income person's reintegrate into the community living as independently as possible. By providing affordable housing and on-site support services we can assist people with leaming or improving skills necessary to live independently. In our current year (98-99) our goal was to serve 60 persons. We are half way through this year and we have served 28 persons to date. Of that 28, sixteen came from the Emergency Housing Shelter; five came from MECCA, five from DHS, one from the hospital and one from Community Mental Health. AJl 28 persons had incomes at or below 30% of median. Eight of the people served, to date, have moved successfully out into the community. This data shows that this project is meeting its goals. The funding requested will help Successful Living continue to provide its services to at least 10 more persons in the next year. 10. List goal(s) of this project, In addition, please indicate the best you can the number of beneficiaries according to the foliowing income categories: (please see ~th:ttcd Income Guidelines for iowa City)- Number between 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over 100% median income TOTAL 7O __ persons or households __ persons or households __ persons or households __ persons or households _ (~ or Households The overall goal of Successful Living is to provide on-site support to homeless and very low-income persons allowing them to live as independently as possible in the community. In the long term Successful Living hopes to act as a model non-profit with decreasing dependence on public funding and increasing income generation through its crealion of service contracts and some sort of self sustaining income generating component. By the end of it's second year of operatBions, Successful Living projects that it will be able to generate 65% of its needed income through service contracts. Year to date data shows that 16 out of 28 persons served so far this year came from the Emergency Housing Project and had incomes of below $7000 a year. 11. General Description of Activities: List major activities of the project (how do these activities address your goals listed in #107). Project Implementation: a) Detailed information regarding elements and Ume schedule; b) steps taken to assure that this projed is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry out the project). The new year, that Successful Living is requesting funlng for, will begin July 1, 1999 and end June 30, 2000. Our program will require 2 part-time support service counselors and I part-time substance abuse counselor. One of the support counselors, and our substance abuse counselor, both who have been with us since we first began our program last year will be continuing into the new year with us. The support counselor is completing her degree in Social work at the University of Iowa. The substance abuse counselor is licensed by the State of Iowa. Our other part-time counselor and monitor is Craig Mosher, formerly head of MH/DD Services with the Johnson County Department of Human Services. The Executive Director is the same one that has been working with Ihe program over the past 3 years, two on a volunteer basis. Volunteers are utilized form local churches to help with issues such as cleaning and bdnging in donations of blankets, sheets, dishware, towels and other useful household items. We do not ulilize a lot of volunteer services due to the fact that the majority of the clients we serve have special needs requiring trained staff. This year we will began to have volunteer office help once or twice a week provided by some of the clients we serve or have served in the past. Table to Table is a non-profit organization that delivers food to our houses once or twice a week. To ensure program feasibility we have a CPA with Prototype Consultants from Cedar Rapids that has helped us to develop and monitor our budget and overall bookkeeping system. An audit will be done at the end of each year. In addion the board reviews our Dudget at each BI-monthly meeting. F~eports are submitted on a regular basis at the Federal, Slate and local levels. Our records are available for inspection by any level agency at any time. 12. If funds am not awerded, will the project/program continue? Yes_x No If we can find replacement funds If partial funds are awarded, will the project/program continue? Yes x No If yes, at what level? We would only be able to serve part of the people, depending on how much of the funds am cut. 13. If funds are awarded, will the projectlprogram continue after the CDBG funds end? Yes x No By the end of our 2"" year we projed that we will be generating 65% of our own income needs through various service agreements 14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition, amhitectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please include ~e cost of an audit for any project over $300,000 and other items listed under Budget Considerations in ~e Subrecipient Guide. If other funds are used to implement the projed, 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. EXPENSE CATEGORY (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget Salades CDBG FUNDS $15,000 BUDGET BREAKDOWN Please placean Xinboxthatapplies. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm. FUNDS FUNDS Kin d $,51,228 State ESGP/HSOG X X $15,000 CSALA Funding X X $36,228 TOTALS $15,000 $51,228 15. 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). State ESG/HSOG of $15,000, we just submitted the application. The anticipated date of funding decision will be the middle of March. Csala funding is an on going funding, from the Depadment of Human Services, both at a State and Local level. In our first year of operation we averaged $3,000 a month. In this up coming year we hope to average $3,705 per month. We are already staring to work on our donations from the community. To date we have received a $5000 donation from General Mills and a $1000 donation from St. Andrews Church. 16. Have you received CDBG funding in the past? Yes_X__ No (If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are underway please indicate the amount of funds remaining to be expended. Last year Successful Living was awarded $11,000 in CDBG funding as a grant. Currently we have used about half of the money. 17. Does the proposed project pay property taxes? Yes No X Successful Living itself does not pay property taxes, however D & K Properties does pay property taxes on the SRO units. If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes If "yes", what is the percent of full taxes paid? % and amount paid $ No X 18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. -~ouse meetings are held weekly so those tenants can have a chance to express their concerns. Dudng these meetings we -eceive a lot of feedback on our program about things people like and things they suggest we change. Ne have a suggestion box available for persons to provide wdtten comments. Ne have consumers complete a once a year program evaluation form. Jpon completing our program consumers are asked to submit a letter discussing what they feel are the pros and cons of the 9rogram. .;onsumers fill out evaluation forms on the counselors. current resident is a member of the Successful Living Board. CITY OF IOWA CITY FY00 COMMUNITY DEVELOPMENT BLOCK GR NT JAN FUNDING REQUEST FOR NON-HOUSING PROJECTS: 1. Name of Project: How to Get and Keep a Job 2a. Amount of CDBG Funds Requested $ 25,000 b. Loan $ 25,000 Grant $ c. Type of Loan: (check applicable line) Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over lime) 3. Name and Address of Applicant/Organization Mayor's Youth Employment Program P. O. Box 307 Iowa City, IA 52244 5. Location of Proposed Project: Mayor's Youth Employment Program 1425 N. Dodge Street Iowa City, IA 52244 Amount 4. Contact Person: Diane L. Hagarty Phone Number: 3 4 1 - 0 0 6 0 Fax Number: 341-0059 Email Address: d i anehagarty~ear thl f nk net, 6. Check CITY STEPS Objective(s) met: Affordable Housing Needs Homeless Needs Public Facir~y Needs X Public Service Needs Economic Development Needs 7. Bdefsummaryoftheproposedproject: Mayor's Youth Employment Program staff will assist low-income persons age 16 and over learn how to get and keep a job. The first component of the project will consist of eight hours of required classroom training to be conducted in small groups. Topics covered will include: assessment of personal skills and abilities; how to search for a job; how to complete job applications; resumes; job interviews; appearance and grooming; attitudes; communication skills; conflict resolution; problem solving; and completion of essential forms for employment. Following the required small group classroom training, each participant will be assigned to a vocational specialist for individualized career counseling and job search assistance. A vocational plan will be prepared for each participant which will detail steps to be taken to reach employment and self-sufficiency goals. Resource and referral will be available through the assigned vocational specialist. Vocational specialist will assist participants with actual job search, applications, interviews, and follow-up services. Once employed, vocational specialist will maintain contact with participant and employer to assist participant as he or she struggles to "keep" their job. Vocational specialist will serve as a liaison for participant and employer; continue to provide resource and referral to solve employment problems; and monitor progress on the work site. Community resources will be involved throughout the project and will include human resource professionals from local business and industry; other human-service agencies (such as day care); and private business owners that are willing to serve as mentors or donate materials to the project (such as clothing for job interviews). The vocational specialist will refer participants to other organizations to solve problems creating a barrier to getting and/or keeping a job. Such barriers may be substance abuse issues, lack of transportation or day care, or medical. Note: Admissions criteria will be based only on income and over age 16 (there will be no maximum age criteria). Whylsthisprojectneeded?How doestheProjectaddressthePrlodtles, strategiesandgoalsofCITYSTEPS(Reasespecify theappllcablepdodtyneedandprlod~ ne~level, asshownonPage$74-76inCITySTEpS) Page 93 in City Steps states that'~UD has emphasized the need to help families move towa~ self-sufficiency. Suitable education and training for job is part of this process." Page 94 states an objective is to, "continue and expand apprenticeship and employment training programs.,, Johnson County is in an unique situation at this time, unemployment is at an all-time low and the number of jobs available are at an all-time high. Yet, there remain a large number of persons who are unable to either get or keep a job due to lack of "soft skills." Soft skills include the ability to communicate during an interview (eye contact, speak in complete sentences, etc.); the knowledge of how to dress properly for an interview; knowledge about proper personal hygiene, etc. Many of these people have not had a positive, employed role model to teach them these basic skills. As Mayor's Youth Employment Program has partnered with private business during the past, a recurrent request is for potential employees to have acquired these "soft skills." Many employers are ready and able to teach employees the hard skills (skills specific to that position - might be how to operate a piece of equipment) but can't do so unless they have employees show up on time and appropriately prepared to go to work. ~mplnym~n~ Tra~nlng Hiqh PHo~ N~d PHoH~ Need Level(High, M~iumorLow) As accurately as possible please describe how outcome data indicates that the project objectives can be met. Firat, describe the outcome data or key elements the project is working towards (e,g. units to be rehabilitated). Second, please discuss how these outcome data will be met by the proposed project. The outcome that the project is working towards is to have 50 low-income persons age 16 and over complete the classroom training, prepare an individualized vocational plan, and to have 45 persons become employed. These outcome data will be met: -Recruitment will take place immediately and be on-going -Other agencies that serve low-income persons will be notified about project -MYEP has 30 years experience providing employment training to youth, this is being expanded to include persons of all adult ages -Employment classes will be held at a variety of times and days to meet the needs of those attending -Transportation (portal-to-portal or city bus) will be utilized to get participants to employment classes -Daycare will be offered for some of the classes to allow single plarents to attend -After eight hours of small group employment training, the rest of the project is individualized to needs, interestsr and skills of the participant -Vocational specialist assigned to participant will act as a quasi case manager and offer resource and referral services as well as employment services so that barriers to employment can be dealt with -MYEP is currently working with private employers that are interested in volunteering their time to assist project participants as well as - willing to hire program participants after completing classroom training The number of jobs available in the community are adequate to meet the goal of 45 persons becoming employed following the training 10. List god(s) of this project. In addition, please indicate the best you can the number of beneficiaries according to the following income categories: (please see attached Income Guidelines for Iowa City) Number be:ween 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over 100% median income TOTAL {Circle persons or households) persons or households 5 persons or households 0 persons or households __ persons or households persons or households 0 Persons or Households 1. Fifty persons, age 16 and over and low-income, will complete the employment training course and receive a certificate. 2. Fifty persons will complete an individualized vocational plan which, if followed, will help them achieve self-sufficiency. 3. Forty-five of these persons will become employed. 11. General Description of Activities: List major activities of the project {how do then sctivities address your goals listed in #10?). Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this project is ~nandaily feasible and meets Federal, State, and local code; c) personnel involved in carrying out the project and related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry out the project). See attached. Mayor's Youth Employment Program CDBG Application FY 2000 Attachment for No. 11: General Description of Activities List major activities of the project. The project will consist of participants attending a small group 8-hour training session. The purpose of the employment training class will be to discuss general issues relating to employment and generate discussion amongst the participants. These classes will be offered at a variety of times to accommodate the needs of the participants. For example, one month the classes will be offered for one entire day; another month the classes will be offered during two half days; another month the classes will be offered on Saturdays, and another month the classes will be offered during evening hours. Some of the topics to be covered during the small group employment training session include: assessment of personal skills and abilities; how to search for a job; how to complete job applications; resumes; job interviews; appearance and grooming; attitudes; communication skills; conflict resolution; problem solving; and completion of essential forms for employment. Following the small group employment training, each participant will be assigned to a vocational specialist for individualized career counseling and job search assistance. A personalized vocational plan will be prepared for each participant which will detail steps to be taken to reach employment and self-sufficiency goals. Resource and referral will be available through the assigned vocational specialist. The vocational specialists will assist participants with actual job search, applications, interviews, and follow-up services. Once employed, the vocational specialist will maintain contact with the participants and employers to assist the participants as they struggle to keep their jobs. The vocational specialists will serve as Liaisons for participants and employers, continue to provide resource and referral to solve employment problems, and monitor progress on the work site. Commtmity resources will be involved throughout the project and will include human resource professionals from local business and industry, other human service agencies (such as day care, substance abuse treatment, etc.), and private business owners that are willing to serve as mentors or donate materials to the project (such as clothing for job interviews). The vocational specialists will refer participants to other organizations to solve problems that may be creating barriers to getting and/or keeping a job. Such barriers may be substance abuse issues, lack of transportation or day care, or medical issues. 3g Mayor's Youth Employment Program CDBG Application FY 2000 Attachment for No. 11 - page 2 Project Implementation: a) Time Schedule Recruiting for participants will begin immediately. Press releases and notices to other agencies that serve low-income persons age 16 and over will be sent out immediately upon project notification. Materials and supplies needed will be purchased and ready for participant use. Ideally, ten participants would attend each employment training classes to be held during July, September, November, January, and March. This allows enough follow-up time with the vocational specialists before either the next class begins or the grant period is over. Follow-up services will continue throughout the entire year on an individual basis and will be scheduled at times convenient for participants and employers. b. Steps taken to assure that this project is financially feasible and meets Federal, State, and local codes. Mayor's Youth Employment Program has been providing employment training and job placement services since 1968. Based upon this history and experience, the project is financially feasible and meets any restrictions that may apply. c. Personnel involved in carrying out the project and related experience with program and project implementation. Two full-time vocational specialists will be assigned to this group. They will teach the employment classes together as a team so that participants get to meet each of them. They will divide participants to work with individually. MYEP has one vocational specialist that has over twenty years of experiencing working with youth and/or employment issues. Another vocational specialist has over ten years experience working with project 'implementation and employment issues. Both have a large number of private employer contacts in the local area. The MYEP agency director has fifteen years experience in program development and implementation for low-income adults. Mayor's Youth Employment Program CDBG Application FY 2000 Attachment for No. 11 - Page 3 d. Amount of volunteer and agency staff time needed to carry out the project. A minimum of 800 hours of volunteer service is planned for this project. The cost is calculated at a conservative $15.00 per hour. These will be all professional volunteer hours and will be provided by human resource personnel fi'om private business and industry, persons fi'om other non-profit and human service agencies, and professionals at places chosen for employment by the project participants. The Executive Director of MYEP will spend approximately ten percent of her time on this project. This is an in-kind and has not been shown in the budget. 12. If funds are not awarded, will the project/program continue7 Yes No X If partial funds are awarded, will the project/program continue? Yes X No If yes. at what level? At a reduced pro-rata level. 13. 14. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No The project will continue, however, qualifying criteria may be subject to other than over age 16 and low-income to meet other funder's List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel 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. Please include the cost of an audit for any project over $300,000 and 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. EXPENSE CATEGORY (e.g. salar{es, acquisition, rehab) if possible, please priorltize the budget Salaries 2FTE Fringe BEnefits Space & Utilities Staff Mileage Prof. Volunteers CDBG FUNDS $14,000 4,500 640 600 Phone/fax/postage 960 Equip & Supplies 2,600 Partic. Trans. 1,000 Partic. Snacks 500 Partic. daycare 200 BUDGET BREAKDOWN Please place an X in box that applies. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm. FUNDS FUNDS Kind 42,000 MYEP X X 13,500 MYEP X X S ace Southgage Dev X X 14,500 TT~i1 - MYRP X X 1,000 MYEP X X 12,000 LoC. bus. and ind. X X 240 MYEP X X 1,000 MYEP X X 1,000 MYEP sunshine van X X 0 600 4Cs, ICCSD X X TOTALS $25,000 S 85,840 { 15. 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). MYEP is'showing as cash match funds which are already committed by Youth HOmes, through a grant which MYEP participates as a subcontractori and these are committed. MYEP is also showing cash match from a sex equity grant which is committed. Have you received CDBG funding in the past.> Yes y No . (If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how mu~h of each award was a grant. conditional loan and/or repayable loan?) If former projects are underway please indicate the amount of funds remaining to be expended. FY 91 $23,103 Grant FY 92 23,000 Grant FY 93 11,228 Grant FY 94 10,000 Grant FY 95 15,750 Grant FY 96 19,714 Grant FY 97 8,463 Grant 17. Does the proposed project pay property taxes? Yes .... No X If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes __ If "yes', what is the percent of full taxes paid? % and amount paid $ No 18. Discuss your organization's policy for obta~ing input fiom low-income persons po~ntilly beneffiing or affected by the proposed pr~t and your policy for ob~ining feedback once the pr~ect has been compl~ed. ff appli~nt is a nonproffi, please include evidence {such as minutes of a meeting) that the proposed project has the suppod of the organization's Board of Dir~tors. The Mayor's Youth Employment Program has constituent representatives that serve on the BOard of Directors. Also, since 1968 program participants complete evaluations following receipt of any services to provide feedback to the agency about the services provided and whether or not they met the needs of the program participant. This input is ;used to adjust programs to better serve those participants as well as future participants. Please see attached Minutes of the Board of Directors meeting at which this proposal was discussed and approved. APPLICATIONS SHOULD BE RETURNED BY 12:00. NOON, JANUARY 19, 1999, TO: City of Iowa City Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 stephen-long@uiowa .edu Mayor's Youth Employment Program Board of Directors Minutes of Meeting December 10, 1998 4:30 p. nt The Board of Directors of the Mayor's Youth Employment Program met on Thursday, December 10, 1998 at 4:30 p.m. at the office of the Mayor's Youth Employment Program. Staff member, Cokie Ikerd, served as the note taker. Board members in attendance were: Ed McEleney, Julie Pulkrabek, Tom Goedken, Tom Braverman, Terrence Neuzil, Joe Madigan, and Sydney Gussman. Staff members present were: Diane Hagarty, Cokie Ikerd, Paula Cox and Mick Bowers. The minutes of the November 12, 1998 meeting were approved as distributed. Julie P. moved and Tom G. seconded to accept the minutes. Motion carried. A report ~'om the Personnel Committee was given by Julie P. Considering that there was approximately $24,000 carry-over tiom last year, the committee decided to award approxirnately one-half of that amount ($12,000) retroactively for raises. Terrence agreed that this was a good idea. Sydney G. made a motion, Tom B. seconded, and the motion carried. A Financial Report was not given because Cokie had not been able to print one out on the computer. She will, however, include one when sending out the minutes. The By-Laws were discussed. Ed M. made a motion, Sydney G. seconded, and the motion carried to vote on the following changes at the January, 1999 meeting: Article llI 3.2 amend to say 7 directors for two years; Article IV 4.1 amend to eliminate the Vice-President and have Treasurer be responsible for these duties; Article IV 4.4 amend to eliminate the Vice President and replace with Treasurer; Article IV 4.5 amend to eliminate the position of Secretary and appoint a staff person to serve as Secretary; Article IV 4.8 amend to eliminate the Vice President and Secretary; Article IV 4.10 amend to eliminate the Vice President and Secretary; Article XII 12.1 amend to eliminate the Vice president and Secretary. Article VIII amend to change fiscal year to October 1 through September 30. Articles of Incorporation will be amended to reflect these changes. Resignations from Karen Sherman and Pat Highland were accepted by the board. Dave Jacoby will resign at the January, 1999 meeting due to conflicts he might have as a City Council member for City of Coralville. Tom G. made a motion, Julie seconded, motion carried to accept Karen and Pat's resignations. Diane will purchase gifts for these board members. Nominations for officers were: Sydney Gussman, President Julie Pulkrabek, Treasurer Tom G. motioned, Tom B. Seconded, Motion Carried to vote on these officers at the January, 1999 meeting. Diane and Cokie reported that the Allocations presentation for United Way went well on Wednesday, December 9, 1998. She is going to get a list of the Planners and Allocators that are serving on this committee. Discussion was held regarding the application for CDBG funds. Diane reported that she would like to submit a request for $25,000 for employment training for 16 year olds and over with no upper age limit. Ed moved, Julie seconded and board approved her to do so. Tom B. raised a question about a $800 negative expense item shown on the last financial print-out. Cokie checked and this was a refund of a payment that had been made to the IRS prior to June 30. Cokie reversed the entry, in this fiscal year, at the time the refund was received. Thus this $800 is not income but a reduction of expenses. The next meeting will be held January 21, 1999 at 4:00 p.m. at the Mayor's Youth Employment Program building. Meeting adjourned at 5:30 p.m. Respectfully submitted by: Colleen Ikerd, Secretary Pro-tem January 19, 1999 Mayor's Youth Employment Program 1425 North Dodge Street P. O. Box 307, lowa City, IA 52244 Phone: 319-341-0060 Fax: 319-341-0059 Housing and Community Development Commissioners City of Iowa City 410 East Washington Street Iowa City, IA 52240 Dear Commission Members: As Director of the Mayor's Youth Employment Program, I would like to draw your attention to the "other funds" proposed to be used by this project. Southgate Development has and continues to donate the use of the building at 1425 North Dodge Street to the Mayor's Youth Employment Program to be used as the administrative office, bicycle repair shop, and employment training center. MYEP has been in this building for the past two years, rent free, and will continue to reside in this space. The project will be utiliT. ing the services of many professional volunteers. MYEP has developed a great working relationship with many private employers in the community. These employers often donate the use of their human resource professionals to serve as guest speakers, mentors, etc. for persons being served by MYEP. MYEP often uses the services of 4Cs (Hometies) and the Iowa City Community School District's day care for persons served by MYEP and meeting guidelines set up by these two organizations. MYEP has a Sunshine Van which was awarded to the agency in December, 1997. This van will be used to assist participants with transportation to and from the educational classes, job interviews, meetings with vocational specialists and prospective employers. MYEP is committing funds to salaries, fringe benefits, utilities, staff mileage, phone, fax, postage, and equipment and supplies to make this project a reality. Thank you for consideration of this project. Sincerely, Diane L. Hagarty, Executive Director 1. Name of Project: Fu rnitu re Project 2a. Amount of CDBG Funds Requested$' $1.3,688 .... -~ Loan Grant: $13,688 e Name and Address of Applicant/Organization Furniture Project Domestic Violence Intervention Program P.O. Box 3170 Iowa City, IA 52244 4. Contact Person/Phone # C/is Kinkcad 354-7840 5. Location of Proposed Project 1500 Sycamore St Iowa City, IA 6. Check CITY STEPS Objectives Affordable Housing Needs _X_Homeless Needs _X_Public Facility/Service Needs .Economic Development Needs 7. Brief summary of the proposed project: The Furniture Project is a non-profit program that distributes donated furniture to formerly- homeless households in the Iowa City area. The project was formed in 1993 by 18 local hu- man service agencies that served homeless households. These agencies have provided guid- ance to the Furniture Project as members of an advisory board. Although the advisory board no longer exists, the Furniture Project continues to work with agencies serving homeless house- holds. The Furniture Project assists homeless households in re-establishing stable home environments. Used furniture and appliances are donated by individuals, businesses, and organizations in the community and are distributed to households that have been homeless or are in an extreme emergency situation. Since 1993, the Furniture Project has distributed 2907 items, including 62 1 beds, 867 couches and living room chairs, 299 dressers, and 65 kitchen tables. This service has saved over 100.73 tons of waste from entering the Iowa City Landfill. 8. Why is the project needed.'? How does the project address the priorities, strategies and goals of CITY STEPS (include reference to CITY STEPS objectives and priorities). The Furniture Project seeks to effectively use our community's resources to assist it's citizens in reaching their highest level of self-sufficiency. Ownership of furniture contributes to a hous'ehold's level of self-efficiency, including it's ability to secure and retain permanent hous- ing. Untbrtunately, families leaving shelter frequently lack basic furnishings necessary to trans- form their new, empty housing into homes. Due to inflated furniture prices in Iowa City, furnishing a home with used furniture cost several hundred dollars. This level of expenditure can jeopardize a household's ability to pay rent, utilities and tbod. The Furniture Project is the only program in eastern Iowa that distributes fur- niture and appliance free of charge. The CITY STEPS Consolidated Plan identifies affordable permanent housing and transitional housing as high priority needs in the community. The Furniture Project provides a critical sup- port service which enables Iowa City residents to fully access the housing resources. For exam- ple, the project assisted a number of households moving into low income rental units on section 8 or leased housing. 9. As accurately as possible please describe how outcome data indicates that the project objectives can be met. The Furniture Project will serve 500 people in the upcoming year. Fiscal year 1998 the Furni- ture Project served 476 recipients (In the fast two quarters of FY 1999 the Furniture Project has already served 391 recipients). It is estimated that of these 476 individuals, 91% will have in- comes of $10,000 or less, 8% will have incomes of $15,000 or less and the remaining 1% will have $25,000 or less. Most of the households served by the Furniture Project will receive furniture at no cost. The Furniture Project does ask for a donation to help offset the cost of gasoline, however it should be noted that out of 476 individuals served no money was collected. Last year a mere $35 was collected. Most individuals in need have difficulty coming up with the $5.00 after paying rent and deposits. It is our belief that we allow the highest possibility of self-sufficiency the Furni- ture Project can assist with by distributing furniture at no cost. CITY STEPS Consolidation Plan indicates "a large proportion of lower-income households are cost-burdened, paying 30 and sometimes 50 percent of their gross income for their housing, including utilities". The Fur- niture Project does help with some of the cost-burden rent by offering furniture free of charge. 10. List goals of this project. !n addition, please indicate the best you can the number of beneficiaries according to the following income categories: 0-2t0% median income= 4321 31-50% median income= 38 Total 476 11. General Description of Activities: List Major activities of the project (how do these activities address your goals listed in #10). Project Implementation: (Detailed information regarding elements and time schedule; b) steps taken to assure that this project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience with program and project implementation; d)amount of vohnteer and agency staff time needed to carry out the project). The Furniture Project receives donated furniture and appliances from the community and dis- tributes the items to households in need. The project receives furniture at a warehouse pro- vided by the City of Iowa City, which is located on R/verside Drive. Furniture is delivered by donors or picked up by project volunteers. Appliance donations are accepted through Budget Appliance, a local used appliance store which receives and reconditions on behalf of the proj- ect. Furniture and appliances are donated from all segments of the community. The majority of do- nations come from individuals, with others from from businesses and other organizations. For example local hotels and Mercy Hospital donated over I00 beds. The project distributes furniture and appliances to households that have been referred by a local human service agency and are homeless or. in another extreme emergency situation. Recipients request specific items from the project and receive those items based on current warehouse in- ventory. Project volunteers provide delivery of furniture on a limited basis. Since 1993, the project has distribute over 3,381 furniture items. A full-time Coordinator administers the project and is the project's only paid staff position. The Coordinator provides all direct services and acts as liaison with other community agencies. In addition, the coordinator provides volunteer coordination and publicity. Volunteers provide an average of 10 to 20 hours of labor each month. 12. If funds are not awarded, will the project/program continue? NO 13. if funds are awarded, will the project/program continue after CDBG funds end? If the Solid Waste Depa:u~,ent continues to fund the project and it's current lave| the Furniture project will continue once CDBG dollars have been expanded. 14. 'Lfst t~ amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel and other administrative expenses for operational funding. Don't forget to include the cost of an audit for any project over S25,000 and other items listed under budget construction in the subrecipient Guide. [f 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 Cost Where Ever Possible. Expense CDBG Category ~Funds Salary storage space office space adminis- trative Gasoline Pest Con- troi Audit Vehicle mainte- nance Employee Medical In- surance TOTALS 13,388.00 300.00 $13,68800 Other Funds 17,518 300.00 1,800.00 1,600 200 150 2, O00 2388 $25,956.00 List Source Funds City of Iowa City City of Iowa City City of Iowa City DVIP DVIP DVIP DVIP DrIP DVIP h-Kind Cash X Anticipated X Committed X X X X X X 15. List other groups or organizations that were asked to contribute to or fund this proj- ect. Solid Waste Department - City of Iowa City (for salaries & benefits). 4 C's for office usage (they would like a little rent this year $50 per month). /q7 16. Have you received CDBG funding in the past? 1993-,$120,000 199~-~ 18,000 1995- $ 10,000 1996- $ 7,500 1997- $ 7,500 1998 -$ 8,300 Building of a new shelter Completion/renovation of lower level of shelter building Furniture Project Furniture Project Furniture Project Furniture Project 17, Discuss your organization's policy for obtaining input from low-income persons po- tentially benefiting or affected by the proposed project and your policy for obtaining feed- back once the project has been completed. I/applicant is a nonprofit, please include evi- dence (such as meeting minutes of a meeting) that the proposed project has the support of the organiza~on's Board of Directors. The fumimre project receives input directly from furniture recipients on a regular basis. Volun- teer oppommifies are available for fumiture recipients and other low-income members of the community. The Furniture Project maintains contact with 15 other furniture banks across the country, which enables the Project to evaluate its services in relation to similar programs. I q'g April '15, 1998 CITY OF I0 WA CITY Cris Kinkead, Executive Director Domestic Violence Intervention Program PO Box 3170 Iowa City, IA 52244 Dear Cris: I have received your letter requesting funds for the Fumiture Project. This project has achieved much in the past and provides a valuable service to the residents of Iowa City. I am impressed by how your numbers keep increasing on a yeady basis. Because of the important niche your service provides, the City will again. fund a portion of the Furniture Project"s budget in the amount of $16,208. The funds will again be distributed through CDBG. If you have any other questions, please call Brad Neumann, Solid Waste Management Planner, at 356-5235 or Steve Long, Community Development Division, at 356-5250. Sincerely, Ster City Manager CC: Brad Neumann Steve Long jccc}c~,~v~ltr'%fumproj.cloc 41o EAST WASHINGTON STIEET · IOWA CITY. IOWA JZ'Z40-11Zd' · 1319) 3Jb-J0O0 · FAX 1319) .]Ji-ldl09 Serving Cedar, Iowa, Johnson, Jones and Washington Counties 24 Hour Crisis Lines: 3191351-1043 or 1-800-373-1043 P.O. Box 3170 Iowa City. Iowa 52244 Business: 31 9t351-1042 Fax: 3191466-4624 Community DeVelopment Block Grant Review Committee City of Iowa City 410 East Washington Street Iowa City, Iowa Dear Review Team, DVIP is financially committed to the Fumiture Project i~ the amount of $8:138.00. These dollars will be committed to the following activities: Administrative fees, gasoline for the Furniture Project vehicle, pest control for the storage space, annual audit, vehicle maintenance on 1989 van that has 188,000 miles on it, and employee.medical insurance. Sincerely: Cris Kjnkead r tT0 h r get e ... / CITY OF IOWA CITY FY00 COMMUNITY DEVELOPMENT BLOCK GRAN:I:' FUNDING REQUEST FOR NON-HOUSING PROJECTS 1. Name of Project: Youth Leadership Program 28. Amount of CDBG Funds Requested $23,000.00 Loan $ N/A Grant $ N/A Type of Loan: (check applicable line) Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) 3. Name and Address of Applicant/Organization Community Corrections Improvement Association 951 29m Avenue SW Cedar Rapids, Iowa 52404 Amount Contact Person: Linda Miller Phone Number: 319/398-3675 Fax Number: 319/398-3684 Email Address: lindarn@doc.state.ia.us 12/98 5. Location of Proposed Project: This project serves youth in the Iowa City Community School District & Regina Schools. Iowa City - Johnson County Check CITY STEPS Objective|s) met: Affordable Housing Needs Homeless Needs Public Facility Needs X Public Service Needs Economic Development Needs Brief summary of the proposed project: The Youth Leadership Program is a comprehensive 7-year prevention program. The YLP consists of a summer component with three tiers, after-school groups, family-fun nights, mentoring and tutoring components as well as youth development. Youth participants are picked up at their homes and returned to their homes each day during the summer program. During the school year participants meet at designated schools. The participants are picked up after school and delivered to their homes at the end of the after-school groups. In both cases this allows the youth to attend without transportation difficulties. The various program components are explained below. Summer Program Through a partnership with the University of Iowa's Men's & Women's athletic Departments, the program hires carefully selected student athletes as summer counselors for the summer program. The summer program consists of three tiers. The First Tier (6th and 7m grade), provides twenty hours of structured time each week for seven weeks during the summer. The First Tier focus is on specific topics such as life skills, academics, character/leadership skills, positive use of free time and community stewardship. The Second Tier (8m and 9m grade) also provides twenty hours of structured time each week for seven weeks during the summer. The focus of the Second Tier is community stewardship. Partnerships are developed with other community agencies to "place" youth as volunteers for 12 hours per week. Some youth will have the opportunity to work as junior counselors within the program. They will act as mentors for the first and second year participants. The Youths are trained before their placement at their respective agencies. After their daily volunteer work, the youths gather for lunch, followed by leadership sessions on critical thinking. Tier Three (10th-12~' grade) will focus on school-to-work transition and/or college preparation. Currently this curriculum is in the design and finalization process for the Iowa City community. This tier of the program will begin in Iowa City the summer of 1999. The community Planning Committee will work with the program staff to set the curriculum. At the end of the summer program, participants from all four communities meet at the Boy Scout Camp in Wakonda. The three-day camp is held in three-day increments for each tier. Tier I, Tier '11, and Tier III have their camps at separate times. Each session continues with a leadership skill and team building focus. The last evening of camp the youths have a graduation ceremony. Parents are invited to attend. The youths are given tee shirts and hugs from their counselors and friends. After- School Groups The goal of the after-school group is for the youth to bond within their schools and to help support each other in their transitions from elementary to middle/junior high, and middle/junior high to high school. · School groups meet once a week for 1Yz - 2 hours · Youths review previously learned concepts, and acquire and implement new specific leadership skills, social skills, and basic living skills. · Youths decide appropriate after school activities and plan group calendars. (Staff give the youth a community resource list of possible after-school activities). · Youths are required to schedule one community stewardship activity per month. Community stewardship activities are chosen by the youth. · Tutors are selected for each participant that requests or requires additional academic assistance (Tutoring Component). Family Fun Nights Family Fun Nights are planned to promote positive family interaction and networking among parents. Family Fun Nights are planned and implemented by the YLP parents. YLP staff serve as resources to parents and assist with developing and establishing special training for the parents as required and/or needed according to their request. Mentor(rig Component A mentoring component will provide youth with role models from successful, caring adults in the community. The role of the mentor is to provide general guidance, promote personal and social responsibility, enhance the student's participation and abilities academically, and encourage participation in service and community activities. Youth Development The program staff establishes on-going communication with school staff and parents to identify academic and personal needs of the youth involved in the program. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) 'A Matter of Time: R~k and Opportunity in the Non-School Hours" by the Carnegie Corporation cites unstructured, unsupervised time as a critical turning point for youth. According tot he report, unsupervised time and poverty are the leading indicators of whether or not a child might eventually become involved in the criminal justice system. The benefits the Youth Leadership Program (YLP) provides to the community are solid. The YLP provides programming during the "window of opportunity" (Indiana Prevention Resource Center, 1997). Youths are selected by their school counselors at the end of their fifth grade year to begin their participation in the program that summer. The program is an active part of that child's life until they graduate from high school; a total of seven years. The students are selected based on the following criteria: · Leadership potential, negative or positive, · Significant amounts of unsupervised or unstructured time, · Likelihood of summer attendance · Demonstrates the ability to grasp new concepts in a timely fashion, · Likely to complete the entire Youth Leadership Program, · Identified as someone who influences other students (negative or positive), · Parent/guardian demonstrates an interest in the student's school progress, and · Lack of other opportunities. The program focuses on strengthening a child's protective factors to buffer them from the risk factors that can be found in every community. The social Development Strategy is utilized in the program design. The Social Development Strategy builds bonding to a social unit utilizing three conditions; opportunities, skills, and recognition. Each individual child's positive characteristics are enhanced through opportunities provided by the program to develop leadership and team building skills that allow them to serve their school, family, community and peers. Thus, this provides for the youth participant opportunities to bond within a community that contributes the recognition of clear standards to gauge one's behavior. In reference to the CITY STEPS, under Public Service needs the Youth Leadership Program addresses Youth Services (priority level M), Transportation Services for the program (priority level H), Child Care Services (priority level H) for young people who are traditionally not considered part of the child care population, but are in need of positive structured activities. Employment Training through the community stewardship component (priority level H) is also part of the program design. The program participants have contributed 3,450 volunteer hours. In dollars and cents this equals $20,000 (computed at minimum wage with FICA). The services the Youth Leadership Program offer reinforces the family unit, commitment to school and community, character training and education with the "how tos" of leadership and team building. Special programs that provide anti-drug, gang, violence, and crime information are delivered yearly to the program participants. Public Services - Youth Priority Need Medium Priority Need Level (High, Medium or Low) 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). Second, please discuss how these outcome data will be met by the proposed project. The Program Director has worked closely with the Iowa Consortium on Substance Abuse to gather and implement an evaluation process. To date the consortlure has guided the program and the director in the direction of utilizing a process evaluation that focuses on the way the Youth Leadership · Program works. The consortium believes an "outcome" evaluation is not appropriate until the first class graduates high school. However, outcome is carefully scrutinized per child concerning their successes programmatically on a yearly basis. The first process evaluation has been completed for the Cedar Rapids program and will be duplicated in the other communities. The evaluation uses the goals of the Youth Leadership program as the assessment tools, and judges various components of the program by their ability to work toward those goals. The evaluation asks the members and their parents - about the program. It assesses the ability of the program to meet the needs of the clients, without compromising the integrity of the program. Likewise, the evaluation also looks at the structure of the youth Leadership Program. The program comprises a Planning Committee, which conceptualizes the program, and the program Staff, who puts the plans into action. Both the committee and the staff continue to operate similarly to the original Planning Committee and staff, and this evaluation analyses to develop pictures of program impact on youth and families. This area of the evaluation will examine the environment produced to ensure a safe, multicultural environment that emphasizes diversity and acceptance. Long-term goals of project: · All participants will understand the meaning of "Leadership" and live it. · All participants will complete high school. · All participants will continue in vocational training/apprenticeship, a junior college or four-year college. · Maintain a zero teen pregnancy rate. · Maintain a 0%-10% rate of substance abuse referrals. · Greater academic success in school. (measured through self, parental, and teacher reporting) · A program retention rate (80%-90%) - currently 78%. · Enhanced bonding of participant to family, school, and community. (measured through self, parental, school reprt.) · Youth utilize facilities/programs that offer positive free time alternatives. (parental/self reporting) Unless stated, the short-term & long-term objectives are tracked specifically by program staff. B. Specific, shod-term, measurable objectives: · Each participant will have the ability to identify and define 5 character traits of leadership, i.e,, respect, confidence, trust, gentleness, and patience. At the end of the first year participants will give examples of leadership in the four domains; self, family, friends/peers, school, and community. · A point system is established to award program participants of leadership skills practiced during a program day. · Each participant will designate a community organization to which they will donate their time and assistance. Projected stewardship hours in the Iowa City community for the summer of 1998:200 hours. As the participants enter high school more time is spent at the stewardship site versus classroom and group activities. · Each participant will be able to reflect on the leadership curriculum and relate how it fits into their own lives and community. 10. List goal(s) of this project. In addition, please indicate the best you can the number of beneficiaries according to the following income categories: (please see attached Income Guidelines for Iowa Cityl Number between 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over 100% median income TOTAL (Circle persons or households) persons or households __ persons or households __ persons or households __ persons or households __ persons or households Persons or Households We are requesting $23,000 to assist with the expenses of the new program participants. The cost for I youth to participate in the summer program is $725. The participant spends 140 hours at the program site during that 7 weeks (20 hours a week x 7 weeks). This is an hourly rate of $5.18. YOUTH LEADERSHIP PROGRAM DEMOGRAPHICS: The Iowa City YLP operated from June 16, 1997 through August 1, 1997. The site for all three classes was Lucas Elementary School. 113 youth participated in the summer program. This is an overall retention rate of 93%. Economic break out is as follows: Low Income 53% Moderate Income 27% High Income 10% Refused to Answer 10% Gender: Males 51% Females 49% Race: Caucasian 78% African Amer. 11% Latino 4% Asian 7% Native Amer. 0 Unanswered 6 Family Information: Female Head of Household 52 Family Disruption 21 Parents work FT 48 Participant Bio: Behavior Disability 4 Physical Disability 3 Learning Disability 10 Emotional Disability 7 11. General Description of Activities: List major activities of the project (how do these activities address your goals listed in #1 O?). Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry out the project). Project Implementation: Please see attachments A & B, they explain the program time line and Iowa City partnerships. Personnel: The Iowa City Program is supported by John Ortlieb, a part time site coordinator. During the summer program additional staff includes carefully selected men and women athletes from the University of Iowa's Department of Athletics. Activities and projects are summarized in//7,//8, and//9 (see following attachments). Summer staff: Summer Counselors (Athletes; 25 hrs. a wk. X 19 counselors = 475 weekly) During the summer 625 hours of staff time to implement the program. Outline of Youth Leadership Partnerships and Collaborations The following organizations have collaborated with in the last year or will collaborate this summer in Youth Leadership's proSramming. Iowa City Public Librazy: Story telling. Mayor's Youth Fmpioyment: Project Wheel and in kind donation of office space Iowa City Commun~ School District: Planning committee, youth selection assistance and space use University of Iowa .Athletic I)epattment Summer counselor selection, planning committee., event tickets Unked Action for Youth: Ski trip, planning committee MECCA: Substance abu~ talk by staff Rape Victims Advocacy Program: Talk on dating violence Domestic abuse Violenc~ Intervention Program: Talk on dating violenc~ Co-m~mity servic~ sites where youth have volunteered: Iowa City R~crention Della tineat: Provided ~_~mmer recreation activities Neiglaborhood Centen: V'~ing infants and toddlers 3D Image Analysis Laboratory. Computer i~ng projects Johnson County Animal Shelter:. Animal care Lanten Park Car= Faci~y: V'itin~ elder}y Iowa City Care Center:. Visiting elderly Coralville Recreation Depann~nt Lake McBride Nature Area: Facility maintenance Johnson County Soil and Water Conservation District: conservation projects University Hosl/tals and Clinics Mercy Hospital: Patient visits, room decoration Pubtic Access Television: Video production Elderly Services: iraking Orga/,izations ~ed by YI.,P planning committee: Iowa City Cornre. airy School District University of Iowa Athletic Depatunent MECCA Juvenile Court Services Boy Scouts of America Mayor's Youth Employment Work Force Center/Xl'PA Deparanent of Corrections Iowa State Legislam~ Youth Homes Iowa State Extension United Action for Youth Organizations that have offered tours for afterschool groups or summer groups: WSUI Pre~s Citizen Wilson's Orchards Zoey's pi:,za Johnson County Jail Mercy Hospital Iowa City Water Treatment Plant Aikido Demonstration 3D finage Analyisis Laboratory Youth Leadership Program Sixth Grade Curriculum Outline: Summer of 1998 Week One: Introduction to YLP June 15 I Mon: Inwoductions, Erpectat~ons: Site Orientation, 16 2 Tue: lntro to weeMy themes: YLP Family: A day in the ~fe/ B!ind landing, 17 3 Wed: Intro to Character tra/ts;, Trait I-IanSm~n/Charade/Pictionary/STOMP/YLP board game l 8 4 ThuE. Celebrate a leader; Beach Week Two: Self June 22 5 Uniqueness: Other half game/Bio Bingo/Speaker 23 6 Self-Control: "Ha" game/Clear thinking workshop/Hobby day 24 7 Health: Fitness stationst Mental health activities 25 8 Goals for the Future: Counselor skitst Assets discussion and collages Week Thr~: Famtv June 29 9 Gratefulness: Managing a home/Sllal~trN~ in a hat/hnaom ~ of dm Op n ho~se 30 10 Communication: Gesmrest Taboo/Gram cracker house/Role play July I 11 Accepting Authority: Amazing game/role plays/Movie 2 12 Forgiveness: Woops no big deal/forgiveness discussion/Beach Week Four:. Friends and Peers July 6 13 Courage: Anlebltsize/~vtlle$s ~Icil!.~/Video newscast on courag~ 7 14 Judgement Values auction/Sta~ak~r o,, g~ng~ / Judgment gamef Judgment in a hat 8 15 Trustworthiness: Blindfold walk/Gossip game/Blind PBJ/Good friend, bad fiiend 9 16 Respect: What I like about myselt~aut downs in a hat/Fidd trip Week Five: Community and School July 13 17 Generosity: S~hooi ua'viee proj~t-t/Plan week 6 project/Fidd day 14 18 Educat/ona/Commitment: Jeopardy for kids/Critical thinking games/SIRaker/Review goals 15 19 Appreciazing other ca/awes: Youth cultural presentations/Sptmkers/Movie 16 20 Re~wtsibility: Student-athletes discuss their responsalilities/!ka~h Week Six: Summer Review July 20 21 Rev/ew first three weeks 21 22 Serv/ce Project 22 23 Univer,~ty tour 23 24 Review second three weeks/Summer celebration 12. If funds are not awarded, will the project/program continue? Yes X No If partial funds are awarded, will the project/program continue? Yes X No If yes, at what level? 13. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No 14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel 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. Please include the cost of an audit for any project over $300,000 and 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. EXPENSE CATEGORY CDBG FUNDS (e.g. salaries, acquisition, rehabl If possible, please prioritize the budget Retreat BSA 9 Program Coordinator 1/2 FTE 9 5,000.00 Transportation 910,000.00 Meals $ 7,000.00 Supplies 9 1,000.00 Office Space Program Counselors U of I Special Events BUDGET BREAKDOWN Please place an X in box that applies. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm. FUNDS FUNDS Kind 911,250.00 Boy Scouts of America X X 920,000,00 CCIA X* X* 9 6,480.00 Mayor's Youth Employment Prg. X X $23,275.00 CCIA X X $12,000.00 University of Iowa, X X Men's/Women's Athletic Depts. TOTALS $23,000.00 $121,782.96 15. 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). Donations from private and business entities have contributed throughout the year. Other funds are provided by the Community Corrections Improvement Association. U.S. Filter $ 5,000.00 9/98 McLeod $10,000.00 3/99 University of Iowa $10,000.00 3/99 Ryan Construction $ 1,000.00 12/98 LETTERS OF FINANCIAL COMMITMENT/SUPPORT INCLUDE MAYOR'S YOUTH EMPLOYMENT PROGRAM BOY SCOUTS OF AMERICA IOWA CITY COMMUNITY SCHOOL DISTRICT UNIVERSITY OF IOWA'S MEN'S & WOMEN'S ATHLETIC DEPARTMENTS THE UNIVERSITY OF IOWA Housing and Community Development Commission City of Iowa City 410 E. Washington Street Iowa City, IA 52240-1826 Dear Commission Members: This letter is to express our support for the Community Corrections Improvement Association's request for CDBG Funds for the Youth Leadership Program. The Iowa Men's and Women's Intercollegiate Athletics Departments have been actively involved in the Youth Leadership Program since 1994 recruiting student athletes as youth counselors and volunteers, hosting special events and participating in fundraising activities. The value of sponsoring special events including meals and contest tickets to both men's and women's events approximates $12,000 annually. We are convinced of the value of proactive prevention in the lives of preteen youth, channeling their energy toward becoming productive, contributing members of their communities. As the program grows, so does our commitment to it. We strongly support this request for CDBG funds and ask you to give it serious consideration. Sincerely, W. Fred Mims Associate Athletics Director WFM/jr Athletics Student Services 30 [ Carver-Hawkeye Arena Iowa City, Iowa 52242-1020 Information/Appointments 319/335-9384 FAX 319/335-9611 HawKeye Area 8SA Hawkeye Area Council, Boy Scouts of America 320 Collins Road NE' Cedar Rapids, I~owa ,52402' 319-393-8426 January Housing & Community Development Commission City of Iowa City 410 East Washington Street Iowa City, IA 52240-1826 Dear COmmisSiOn Members: The Youth Leadership Program has.been operating in Johnson County for several years and progress is quite evident. The 110 Johnson County participants are improving their performance in school and in all social venues. The Hawkeye Area Council is proud to be a partner in the develop- ment of the Youth Leadership Program through the Council's Learn- ing for Life component. As such, we are committed to providing on-going support and the following in-kind services for 1998: * Donated camp facilities for a three-day retreat, including use of dining hall, kitchen facilities, program shelters, field sports areas, swimming pool, Challenge course, storage, and appropriate equipment -- valued at $8,500 * Camp staff and support personnel. Preparation, activities, and consultation during retreat -- valued at $2,750 We are firmly in support of your application for a CDBG grant to fund part of the Youth Leadership Program. The importance of the Youth Leadership Program as a model, low-cost, delinquency pre- vention and leadership development program cannot be stressed enough. Again, the Hawkeye Area Council strongly supports the Youth Leadership Program in Johnson County; and we area grateful for your interest in this multi-faceted and important prevention program. Sincerely, ~~Executive C~/hhs Council No. 177 serving youth in seven Iowa counties: Benton, Cedar, Iowa, Johnson, Jones, Linn and Washington. ,TP, N-14-1'::)99 15:28 FR0~ YOUTH CENTER TO 131~ P.01 Mayor's Youtk ~vtl~ryinenl Prograin 1425 Nortk Dodge 5trea P. C~ ~ 307 Iowa City, IA N2244 Phone: 31Y-341-0060 P'a~: 319-341-0059 Doe. ember 15, 1998 Housing and Community DeveJolmm Co,~i~s__~_n. Ci~ of Iowa City 410 Wa,~mgton Avc:mc Iowa CiXy, IA 52240 The Mayors Youth Employmang'Program lm'ovidcs free of Fg:e space and utilities for the Youth Leadership Program lugned withl. our of]~,e lxu'lding at 1425 North Dodge Street, Iowa City. 108 :sq. ft. offr.~ x $5.00 - $540.00 per month Mayor' s Youzh Ex~loyment Program has been plca,s~ m l:n'ovidc ~ for the Youth. ~pProgra~ Diane L- Hagarty, Executive Director 16. Have you received CDBG funding in the pest? Yes X No__ (If Yes, what year{s) did you receive the funding, state the dollar amount received each year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are underway please indicate the amount of funds remaining to be expended. The Community Corrections Improvement Association received a $17,000 grant in FY 98 for the youth Leadership Program. 17. Does the proposed project pay property taxes? Yes __ No X If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes __ If "yes", what is the percent of full taxes paid? % and amount paid $ No X 18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonprofit, please include evidence {such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. The YLP evaluates the program on an on-going basis as described in section 9. Likewise, the selected youth complete formal and informal surveys regarding the program. Parents are actively involved in the program monthly at parent meetings where they discuss what issues they would like to see addressed and in planning special events including family activity nights. Each member of the Community Corrections Improvement Association Board of Directors donates their personal time and finances toward this program. In FY99, the Board solicited $35,000 in private donations. APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 19, 1999, TO: City of Iowa City Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 stephen-long@uiowa .edu shared\commdev\hcdc\fyOOapps\nonhsng2.doc CITY OF I0 WA CITY FYO0 CDBG and HOME FUNDING REQUEST FOR ALL HOUSING')>~q~jEi~T$ Project Name: Walden Hills Senior Housina Phase I Type of Project: New construction rental housino for elderly and handicapped. GENERAL INFORMATION Lead Applicant Name Iowa Ciw IHA Senior Housino Limited Partnership Applicant Address P.O. Box 1226:319 E. Washinaton St. #111 Iowa Ciw 52244 Contact Person Robert P. Burns, Manaoer Title Burns &Burns. L.C., General Partner Phone Number 319-338-7600 Fax Number 319-337-2430 E-mail Address iesseb(Ebavalon.net Secondary Applicant (if applicable) N.A. Applicant Address Contact Person Phone Number E-mail Address Title Fax Number e Type of Applicant (check one): Community Housing Development Organization Private non-profit organization Private for-profit, individual or partnership applicant Public Organization Federal Tax Identification Number: 39-1909174 Amount of Funds Requested HOME $ grant $ 275.000 CDBG $ grant $ SUB-TOTAL ;~ grant ;~ 275.000 TOTAL REQUEST ,~ 275,000 If a loan is reauested, please indicate the applicable loan terms: Principal and interest (amortized loan) 1% Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) Other: (explain) t63 loan loan loan Years 30 vr.term 6. Provide a brief description of the proposed project fplease limit response to this space). Walden Hills Senior Housing will provide affordable rental housing for independent living of elderly and handicapped persons in a diverse neighborhood (Walden Hills Subdivision) of housing types and income levels and in close proximity to new retail services (Fareway, Hartig Drugs, etc.) in western Iowa City. The housing will encourage and support elderly and handicapped persons in achieving their highest degree of self-sufficiency by providing all dwelling units as handicapped accessible and by including common areas for support services. The housing also will be available to homeless seeking permanent housing as they move on from transitional housing. Residents will be able to age in place as they find the need to use support services that will be offered in common areas. The project site is properly zoned and all infrastructure is in place. The City HOME loan of $275,000 will be highly leveraged with five other sources of financing that total $2,345,834 or $8.53 for every $1 of City HOME funds. The affordability period is 30 years for all 30 dwelling units. The cost/benefit to the City is $25.46 per month per resident or $306 per year per resident. All National Objectives of the HOME program will be met. a. HOME objective - Safe and decent affordable housing. Project - new construction, 30 dwelling units for elderly and handicapped at fair market rent. b. HOME objective - must benefit persons/households below 80% median family income (MFI) Project - all units will be leased to households below 60% MFI. c. HOME objective - 90% of HOME assisted units must be targeted to persons/households below 60% of median family income (MFI) Project - priority of all vacant units to households 0-30% MFI and Section 8 certificates 40% of units leased to households below 50% MFI. 100% of units leased to households below 60% MFI. 7. 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. (C4'ty fiscal year July I to June 30) Fiscal Year Funds Received Budgeted Amount Amount Expended (to date) FY97 (July, 96 - June, 97) None None FY98 (July, 97 - June, 98) None None FY99 (July, 98 - June , 99) None None 7b. Does the proposed project pay property taxes? Yes X No If property taxes are not paid, does the proposed project make a Payment In Lieu of Taxes? Yes __ No __. If 'yes", what is the percent of full taxes paid? __% and amount paid $ e Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). The project will expand affordable rental housing by constructing thirty new dwelling units for elderly and handicapped with rents at the HUD Fair Market Rent (FMR). Without the use of rental assistance, the 28 one-bedroom project rents are affordable to a one person household at 47% median family income (MFI) and to a two person household at 41% MFI. Similarly, without rental assistance, the 2 two-bedroom project rents are affordable to a two person household at 53% MFI and to a three person household at 47% MFI. Calculations are based on 1998 MFI figures and will be lower when 1999 figures are released. Descdbe in detail the project location, address(es), (provide maps and/or drawings), type of project (new construction, acquisition, rehab, tenant based rent assistance or downpayment assistance), total number of units and number of units assisted with Dubtic funds. The project is new construction of affordable rental housing units. Total number of units and units assisted with public funds is 30. The project is located at Phase I of Lot 53, Walden Hills Subdivision and consists of 28 one-bedroom and 2 two-bedroom dwelling units in a 3-story elevator building. Lot 53 is 8.66 acres located north of Rohret Road, east of Hwy. 218 and west of Shannon Drive. The address of the building is 1259 Shannon Drive. Lot 53 is part of a new 40- acre residential subdivision that is being developed to promote a diversity of housing types and income levels. Phase I is designed to stand-alone but there are three future phases each with similar 30 unit buildings. 1Q. Please detail · complete budget including the proposed sources and uses of funds for the project. Include all other funding requested for the proposed project to be completed (e.g. infrastructure improvements). Where possible please provide third party documentation for oroiect costs. PROJECT USES Construction On site improvements Architectural/Engineering Third Party Inspection/Davis-Bacon Compliance Surveying and Platting Archaeological, Environmental Construction Interest Construction loan fee Real Estate Legal Legal/Partnership Accounting Cost Certification/Audit Tax Credit Fees Reproductions Plans and Specs. Market Study Site Appraisal Development Appraisal Open Space Fee, Impact Fees Property Taxes during Construction Land Organizational Developer Fee/Overhead Initial O&M Total Uses COST 1,635,469 70,792 102,376 10,664 12,000 5,000 104,989 15,200 10,000 10,000 15,000 15,000 8,000 7,000 2,500 3,000 5,000 5,000 250,000 500 303,344 30,000 $2,620,834 THIRD PARTY DOCUMENTATION (Van Winkle Jacob Construction Management) (Van Winkle Jacob Construction Management) (Burns; K. Moser; Van Winkle Jacob) (Van Winkle Jacob Engineering) (MMS Consultants) (VanWinkle Jacob Engineering) (Hills Bank & Trust Co.) (Hills Bank & Trust Co.) {Leff, Haupert, Traw & Willman, LLP) {Morain, Burlingame & Pugh, P.L.C.) (McGladrey & Pullen, LLP) {Iowa Finance Authority) (Technigraphics, Inc.) (Rick E. Lewis, MBA/Analyst) (East Iowa Commercial Real Estate Appraisers) (East Iowa Commercial Real Estate Appraisers) (City of Iowa City) (City Assessor) (Southgate Development Inc.) (Morain, Burlingame & Pugh, P.L.C.) (NCSHA, IFA, IDED Guidelines) (National Management Corporation) PROJECT SOURCES Iowa Finance Authority-HAF Loan IDED-HOME Loan City of Iowa City HOME Loan Hills Bank & Trust Co./FHLB-CIP Loan Equity from Affordable Housing Tax Credit Hills Bank and Trust Co./Waived loan fee Total Sources 30,000 700,000 275,000 270,576 1,330,058 15,200 2,620,834 * Commitment letters are attached for each award of funds. (Awarded September 16, 1998) * (Contingent on City HOME loan) (This Application) (Awarded November 6, 1997)* (Awarded March 11, 1998) * (Awarded July 31, 1998)* 11. requested for the proposed project. Funding Source and Type of Funds Iowa City CDBG (public) Iowa City HOME (public) State of Iowa HOME (public) Iowa Finance Authority (public) City of Iowa City - Tax Increment Financing (public) City of Iowa City - Tax Abatement or Exemption (public) Applicant Contribution of Equity (private) Private Lender Financing (private) Low Income Housing Tax Credits (private) Private Foundation(s) (private) Volunteer Labor and/or In-kind Donations (private) Other Private Resources (private) Please complete the table below showing the types and amounts of funding being Amount of Funding Requested 0 275,000 loan 700,000 loan 30,000 loan 0 0 270,576 loan 1,330,058 equity 0 15,200 (waive loan fee) Total of Private Funds Total of Public Funds TOTAL PROJECT FUNDING Number of Units 1,615,834 1,005,000 2,620,834 30 Requested Public Subsidy Per Unit $ 33,500 Total Cost Per Unit $ 87,361 NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS (a} (b) (c) (sum of lines a and b) (d) (line b divided by line d} (line c divided by line d) 11b. If partial funds are awarded, will the project/program continue? Yes No X If yes, at what level? For every dollar less of City HOME funds, the applicant will lose $3 in State HOME funds from Iowa Department of Economic Development (IDED). The City HOME loan leverages other financial resources to finance construction and long term debt at interest rates and terms that will keep rents affordable. Any reduction of City HOME funds would raise rents. Low Income Housing Tax Credits (LIHTC) and a Housing Assistance Fund (HAF) loan already have been awarded by the Iowa Finance Authority. A construction loan from the Hills Bank and .Trust Company is in place to purchase the project site and construct improvements. Other sources of financing committed are a Hills Bank / FHLB - CIP loan and private equity capital. A loan origination fee has been waived by the Hills Bank. The project leverages human resources by providing affordable housing to residents who need the services of social service agencies who support handicapped and elderly persons such as IMPACT (University of Iowa Mental Health Clinical Outreach), Hillcrest Family Services, Life Skills and Elderly Services Agency. See the complete list attached "Assistance to Elderly Persons And/Or Persons With A Disability.' These agencies need affordable rental housing to be available in order to administer to their clientele, and operate their program. The applicant's general partner currently operates the Citizen Building Apartments under similar circumstances and arrangements with social service providers. 12. 13. 14. 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 oroiect will meet this matching requirement without the use of City funds. Local HOME Funds Requested $ 275,000 x .25 = $ 68,750 Local Match State HOME Funds Requested $ 700,000 x .20 = $ 140,000 State Match Two sources of match are provided. The first is $10,113 in eligible match from the net present value of the difference between interest rates of an Iowa Finance Authority HAF loan and a market rate loan. The second is $15,200 in eligible match from Hills Bank and Trust Company's waiver of their normal 1% loan origination fee for construction financing. The Iowa Department of Economic Development has banked match sufficient to make up for the shortfall of State match. To help prontote the efficient use of federal, state and local funding please describe how the project will maintain longer-term fin excess of CDBGWOME program requiremints) or permanent affordability; and, show how the project will provide for affordable housing at rental rates lower than those in the existing rental market. Long term affordability will be maintained for 20 years under the Iowa Department of Economic Development (IDED) and City HOME program and for 30 years under the federal Low Income Housing Tax Credit program that is administered by the Iowa Finance Authority. Rental rates will be set at the HUD Fair Market Rate making units eligible for rental assistance from the Iowa City Public Housing Authority Section 8 housing certificate program. Rents shown are after deduction of utility allowance of $47 for 1BR and $64 for 2BR. The table compares project rents and fair market rents with average rents from two independent market studies Senior Housing Fair Market 7th Annual Independent Project Rents Rents Apartment Market Study Survey * Survey * * 1 BR $394 $394 $451 $510 2 BR $503 $503 $577 $590 * East Iowa Commercial Real Estate Appraisers, Iowa City, IA, 1998. * * Rick Lewis, MBA, Market Analyst, Phoenix, AZ, September 15, 1998. 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 4~roiect aoreernent for the use of CDBGWOME fundinq. Date Description of Activity July 1, 1999 Beginning of City Fiscal Year and Project Start Date Current Status June 1, 1999 July 1, 1999 June 30, 2000 June 30, 2000 June 30, 2000 June 30, 2000 June 30, 2000 Site properly zoned. Construction agreement in place. Issue notice to proceed with construction First construction draw; begin expenditure of HOME funds Complete construction; certificate of occupancy Permanent financing put in place Pay off construction loan; complete expenditure of HOME funds Start move-in of residents Complete HOME regulatory compliance documentation and AHTC project cost certification 15. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget (include evidence of financial commitment(s) including terms and amounts). Ownership and management is based in Iowa City at the office of the general partner, Burns & Burns, L.C., by Robert P. Burns, member/manager and Jesse D. Burns, member. They have developed and currently manage 143 units of housing in Iowa City/Johnson County and 553 additional units throughout Iowa. Robert P. Burns is an architect, real estate developer and property manager with affordable housing experience since 1978. Jesse D. Burns is a real estate developer and property manager since 1993. Together Burns & Burns represent two generations, one with over 20 years experience in affordable housing and the other with youthful dedication to carry on well into the next century. Burns & Burns has developed 30 affordable housing projects using multiple sources of financing and each one has been on time and within budget. Robert P. Burns has been invited to speak on housing issues by the Iowa Legislature and Iowa Department of Economic Development. Costs are documented and project is ready to proceed. Financial commitments have been received in writing from the following sources for the terms and amounts shown: '1. $30,000 loan, 1%, 10 yr. term/amort. Iowa Finance Authority September 16, 1998* *2. $270,576 loan, 9%, 20 yr. term, 30 yr. amort. Hills Bank & Trust Company Nov. 6, 1997* *3. $1,330,058 equity for tax credit allocation of $179,905 from Iowa Finance Authority, March 11, 1998 reservation; $179,904 1998 carryover-agreements* *4. $15,200 waived loan originat(on fee, Hills Bank & Trust Company, July 31, 1998* *5. $1,520,000 construction loan in place, Hills Bank & Trust Company, July 31, 1998* * Commitment letters are attached for each award of funds. 16. Tell us why this project is needed (include information from market studies or other supporting documentation) and how it will fill a gap in the City's housing market. In addition, describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) The applicant commissioned an independent professional market analyst (Rick Lewis, MBA, Phoenix, AZ) to conduct a study of rental housing at west Iowa City. It was updated in September 1998. The study concludes there is demand for additional rental housing for elderly and handicapped that exceeds the thirty-unit size of this project. Absorption of units should occur at a rate of 5 to 7 units per month. Stabilized occupancy should occur in 3 to 6 months. The market at this location should be able to absorb 150 units of affordable senior housing over the next two-year period. The applicant's general partner developed and manages the Citizen Building Apartments, affordable rental housing for elderly and handicapped in Iowa City. It has been 100% occupied since August 1995 when it opened and has waiting list of 62, 36 with a disability indicated, without any advertising. City STEPS Prioritv Need Prioritv Need Level (Hiah. Medium. Low) 1. Renter/Elderly/Cost Burden >30% 1. High (incomes 0-30% MFI) 2. Rent.r/Elderly/Cost Burden > 50% 2. High (incomes 0-30% MFI) 3. Renter/Elderly/Overcrowded 3. High (incomes 0-30% MFI) 4. Homeless Needs 4. High (incomes 0-30% MFI) New construction 30 units rental housing for elderly and handicapped. Provide priority for vacant units, including initial rent up, to 0-30% MFI Provide priority to Section 8 voucher and certificate holders Priority to homeless seeking permanent housing 5. Renter/Elderly/Cost Burden > 30% 6. Renter/Elderly/Cost Burden > 50% 7. Renter/Elderly/Overcrowded 8. Homeless Needs 5. Medium (incomes 31-50% MFI) 6. Medium (incomes 31-50% MFI) 7. Medium (incomes 31-50% MFI) 8. High (incomes 31-50% MFI) a. New construction 30 units rental housing for elderly and handicapped b. Without additional subsidy or rental assistance, project rents are affordable to one-person household and 47% MFI and two person household at 41% MFI. c. Under HOME regulations, projects that combine HOME funds with Low Income Housing Tax Credits must have no less that 40% (12 units) of HOME assisted units occupied by households at or below 50% MFI. d. Priority to homeless seeking permanent housing. 9. Renter/Elderly/Cost Burden > 30% 10. Renter/Elderly/Cost Burden > 50% 11. Renter/Elderly/Overcrowded 12. Homeless Needs 9. Medium (incomes 51-80% MFI) 10. Medium (incomes 51-80% MFI) 11. Low (incomes 51-80% MFI) 12. High (incomes 51-80% MFI) New construction 30 units rental housing for elderly and handicapped. Under Low Income Housing Tax Credit regulations, all units must be leased to households at or below 60% MFI. c. Priority to homeless seeking permanent housing. 13. Senior Services 14. Handicapped Services 13. High 14. High a. New construction of housing with common areas designed to accommodate services for elderly and handicapped. Common areas include a kitchen, dining area, public restroom, conversation lobby, reading library, audio-video library, laundry on each floor, exercise room and limited access entry with intercorn to each unit. b. Central mail delivery area off conversation lobby to encourage interaction of residents and to monitor pickup. c. On site office for site manager to identify individual needs of residents. 5. Accessibility Needs 15. High a. All 30 units are 100% accessible new construction rental housing for elderly and handicapped. The Maxfield Housing Market Analysis and Demand Estimates for the City of Iowa City commissioned by the City, recommends for short-term development (through 2005) 485 units of senior housing (325 independent and 160 assisted living). For households with incomes 0-50% of MFI, they estimate a need for an additional 700 units of subsidized general occupancy housing and 50 units of subsidized senior housing in the urban area through 2005. For households with incomes of 51-100 percent of MFI, they estimate a need of an additional 580 affordable general occupancy units and roughly 140 affordable independent senior housing units in Iowa City urban area through 2005. The FY99 Annual Action Plan, May 1998, shows a housing need for elderly renters as "high" (186 units) for 0-30% of MFI, "medium" (136 units) for 31-50% of MFI and "medium" (132 units) for 51- 80% of MFI. Only 36 units of new elderly housing were funded in FY99. Special Needs/Non- Homeless have a "high" priority need for elderly, frail elderly, severe mental illness, developmentally disabled and physically disabled which are all target groups for this project. 17. Discuss your organization's policy for obtaining input from low income persons potentially benefiting or affected by the proposed project and your mechanism(s) for obtaining feedback once the project is completed. If applicant is a non-profit, please include evidence (such as minutes of a formal meeting) that the proposed project has the support of the organization's Board of Directors. The applicant contact person is directly involved with the day to day operations, compliance monitoring, and site management of a rental housing development in Iowa City that targets elderly and handicapped with household incomes from 0% to 60% median income. The applicant contact person receives input from existing residents and potential residents on the waiting list. The applicant contact person has been involved with the development and/or design of over sixty affordable housing projects throughout the State of Iowa. This includes 30 projects having 696 apartments that currently are being operated. It is the applicant's policy to utilize all related experience and input when developing housing. Specifically for this project, the applicant has contacted the following organizations for their input and support: IMPACT, Elderly Services Agency, ICPHA, Life Skills and Hillcrest Family Services. Responses include the following two testimonials: 'Stable housing is essential for persons with serious mental illness if they are to live productive and rewarding lives in our community." Elizabeth A. Hradek MA, RN, Clinical Nurse Specialist IMPACT (Uofl), January 17, 1999 'By providing more affordable housing to persons with disabilities you may also be providing them a .place to live where they may have opportunities to grow and recover as well." Eric Goyke, Program Coordinator Hillcrest Family Services, February 2, 1998 During operations of this project, the applicant will obtain input from the agencies listed on the attachment to this application entitled 'Assistance To Elderly Persons And/Or Persons With A Disability. ' 18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing developments (variety of housing types and a mix of all income levels) please describe the target population this project is to serve and how the project will promote diversity. Also, please indicate the number of persons or households that will benefit from the proposed project by income category [see attached table for local Income Guidelines/. Number between 0 - 30% median income 30 Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income TOTAL 30 Percent LMI 100% Circle Persons or Households persons or [householdsl (a) persons or households (b) persons or households (c) persons or households (d) persons or households Persons or Households (f) (lines (a + b + c) divided by line f) Priority for all vacant units, including initial rent up, will be provided to persons with 0-30% median family income (MFI). Priority will be provided to persons with Section 8 vouchers or housing certificates. Diversity will be achieved through the Planned Area Development Plan that has been approved by the City Council for Walden Hills Subdivision. Walden Hills is planned to include a variety of housing types that also reflect affordability by a variety of income levels. There are 249 total units planned consisting of elderly housing (this project of 30 units and three later phases of 30 units each), single family (46 units), four-plexes (44 units), six-plexes (12 units), three-plex (3 units), eight-plex (8 units) and duplexes (16 units). 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. units to be rehabilitated). Second, please discuss how these outcome data will be met by the proposed project. Each item number of outcome data corresponds with the same number of how they are met by the project. Outcome data and key elements: How they are met bv the oroiect: 1. Provide decent, safe and sanitary housing. 2. Provide affordable rental housing. 3. Eliminate cost burden of elderly rentere. 4. Eliminate overcrowding of elderly rentere. 5. Assist homeless seeking permanent housing. 6. Provide senior services. 7. Provide handicapped services. 8. Provide for accessibility needs of elderly and handicapped. 9. Provide affordable housing in a diverse neighborhood. 10. Encourage elderly and handicapped to achieve highest degree of self-sufficiency. 11. Provide independent living to allow residents to age in place. 12. Aggressively pursue funding for affordable housing from federal, state, and private sources to supplement City efforts. (City STEPS strategy) 13. Utilize Low Income Housing Tax Credits for development of affordable housing units (City STEPS strategy) 14. Ensure that suitable undeveloped land is zoned for higher densities (City STEPS strategy) 15. Pursue infill development of non-conforming lots (City STEPS strategy) 1. New construction of 28 one bedroom and 2 two bedroom dwelling units 2. Rents at HUD fair market rent. 3. Priority for vacant units to Section 8 certificate holders and to households with 0-30% median family income (MFI); without rental assistance rents are affordable to one person households at 47% MFI and a two person household at 41% MFI. 4. New construction rather than rehabilitation or conversion. 5. Priority for vacant units to homeless moving from transitional housing. 6. New construction of common areas designed to accommodate services for elderly. 7. New construction of common areas designed to accommodate services for handicapped. 8. All 30 dwelling units are accessible. 9. The housing is located in Walden Hills Subdivision that will contain 249 dwelling units of diverse housing types and income levels. 10. All dwelling units are handicapped accessible and common areas are designed for support services. 11 .Residents will find the need to use support services offered in common areas. 12. Project combines five other sources of financing, federal, state and private, that leverages $8.53 for every $1 of City funds. 13. Low Income Housing Tax Credits already have been awarded to project by Iowa Finance Authority; 30 year affordability period stretches City funds to cost/benefit of $306 per year per resident or $25.46 per month. 14. Walden Hills Subdivision was rezoned from RS-5 to OPDH-8 with diverse housing types. 15.Walden Hills Subdivision developed 40 acres of infill~ marginal agricultural land. 171 ~ooo~ ASSISTANCE TO ELDERLY PERSONS AND/OR PERSONS WITH A DISABILITY Adult Day Program Age-Related Macular Degeneration Support Group Alliance for the Mentally III of Johnson County Alzheimer's Association Alzheimer's Support Group (U of I) American Association of Retired Persons {AARP) Arc of Johnson County Atrium Village Camp Courageous of Iowa Caregivers' Support Group Case Management for the Eldedy Chatham Oaks, Inc. Compuplay, YWCA Congregate Meals Coralville Autumn Club CORE-Community Re-entry for persons with brain injury Crisis Center Deaf Services Commission of Iowa Department of Veterans Affairs Medical Center Hospital Based Home Care Diabetes Association, American {Iowa Affiliate, Inc.) East Side Village Easter Seal Society of Iowa, Inc. Elderly Access Program, Iowa Dental Association Elderly Services Agency of Johnson Co. Shared Housing Program Epilepsy Association of Iowa Event Connet Center for Independent Living, Inc. Friendly Folks Golden Age club of Iowa City Goodwill Industries of Southeast Iowa Grant Wood Area Education Agency HACAP (Hawkeye Area Cornre. Action Program, Inc. Handicara, Inc. Heritage Area Agency on Aging Legal Services Program Home Delivered Meals Home Life Medicare Services, Inc. Hospice, Inc., Iowa City Human Services, Iowa Department of, Johnson County Iowa Braille and Sight Saving School Iowa City Care Center Iowa City Public Library Iowa Department for the Blind Iowa Dept. of Transportation, Drivers License Dept. towa Pilot Parents, Inc. Iowa Protection and Advocacy Services, Inc. Iowa Veterans Home Job Opportunities of Johnson County, Inc. Job Service of Iowa Johnson County, County of Learning Disabilities Association of Johnson County Lekotek, YWCA LIFE Skills, Inc. Lone Tree Senior Citizens' Club March of Dimes Birth Defects Foundation, Eastern Iowa Mary O. Coldten Home Mercy Hospital: Home HealthCare, Lifeline, Stroke Club Multiple Sclerosis Support Group, Iowa City Muscular Dystrophy Association National Association of Retired Federal Employees Nelson Center Pursuing Adventures in Learning (PAL) Reach for Your Potential REM-IOWA, Inc. Retired Senior Volunteer Program (RSVP) SEATS, Johnson County Senior Center, Iowa City/Johnson County Senior Peer Counseling Program Social Security Administration Solon Senior Citizens Special Recreation, Inc. Speech and Hearing Clinic, Wendell Johnson (U of I) Swisher Socialires Systems Unlimited, Inc. Threshold University of Iowa - Hospitals & Clinics Veterans Affairs Medical Center, Department of Hospital Based Home Care Visiting Nurse Association of Johnson County {VNA) Vocational Rehabilitation Services, Division of Wendell Johnson Speech and Hearing Clinic (U of I) Hillcrest Family Services February 2, 1998 Hillcrest House 1744 Second Avenue SE Cedar Rapids, Iowa 52403 31 9/365-1205 Hillcrest Residence 214 Church Street Iowa City, Iowa 52245 319/337-7315 Marywood 2671 Marywood Dubuque, IA 520)1 319/557-4401 Vizaleea 1785 Vizaleea Dubuque, 1A 52001 319/588-1772 Birch House 745 Pepper Drive Iowa City, IA 52240 31 c~/341-9FI49 To Whom it may Concern (City of Iowa City): I am writing this letter as a letter of support for the Iowa City IHA Senior Housing application for tenant based rental assistance and the development of affordable rental housing for senior citizens and/or persons with disabilities. I have now worked in Iowa City for almost four years with assisting individuals with disabilities to learn independent living skills so that they may maintain their apartment or move from a higher level of care and into their own apartment or home. Affordable housing always seems to be a topic of discussion in my work with this population. Most of those individuals with disabilities that I've worked with have had limited financial resources to adequately support themselves and rental assistance was a necessary component for them to remain or obtain independent living in the community. Iowa City appears to be a rich neighborhood in what resources it has to offer the community, especially the population I serve. Iowa City is fortunate to have three hospitals as well as many mental health agencies in the area that offer support to persons with disabilities. This city also has many other wonderful things to offer that like most people appreciate individuals with disabilities would too like to take advantage of such as beai~tiful parks, an excellent transportation system, and other recreational facilities and activities. Basically, Iowa City is a wonderful place to live and has much to offer its residents. Why not continue to make Iowa City a place that all people may have an opprtunity to enjoy, especially those that are less fortunate financially. By providing more affordable housing to persons with disabilities you may also be providing them a place to live where they may have opportunities to grow and recover as well. The Iowa City IHA Senior Housing has demonstrated in the past that they have been committed and able to meet the housing needs of the community and with your assistance they may further continue their goal of providing housing to those desiring it. The Iowa City Press Citizen building that was renovated to house persons with disabilities is an excellent example of this company's commitment to serving the public and those in need of housing. I have heard only positive comments from the public as well as the residents themselves as to how beneficial it has been to have an affordable housing facility like this located in the heart Iowa City. It has provided those financially limited residents to have the opportunity to participate and take advantage of this wonderful city. Si n~cerel y, ',.,... .'~,.__- Eric Goyke Program Coordi na tot: Hillcrest Residence, 214 E Church St. Iowa City, IA. 52245 UNIVERSITY OF IOWA HOSPITAL AND CLINICS IMPACT Mental Health Clinical Outreach 200 Hawkins Drive Iowa City, IA, 52242 1/17~99 Jesse D. Burns Iowa City IHA Senior Housing Limited Housing Partnership 319 East Washington Street Suite 111, PO Box 1226 Iowa City, IA 52244 Dear Mr. Burns: I am writing to convey my enthusiastic support of your application to the City of Iowa City for tenant based rental assistance and the development of affordable housing for persons with disabilities. Your plan to increase the availability of rental assistance and decent affordable housing for persons with disability is a significant and timely contribution to the Iowa City community. In my position as an advanced practice nurse working in the community with persons who have serious and persistent mental illness I frequently assist with housing issues. It has been my experience that the persons I work with often wait 12-14 months to receive rental assistance. Once they reach the top of the list, they also often experience difficulty finding housing which will rent to them and accept their rental assistance. Stable housing is essential for persons with serious mental illness if they are to live productive and rewarding lives in our community. Disruption in living arrangements can, and often does, precipitate a relapse of illness and return to the hospital. It is my pleasure to support your proposal and look forward to assisting in any way possible with your goal of improving access to affordable housing for persons with disability. Sincerely, Elizabeth A. Hradek MA, RN Clinical Nurse Specialist "H II II II II II II II II II --L.J It II II m II II II II II II II II II I Z o Z~ o F.,T, lr,T.] r-,-.~, E"' GQ ',.,. \ ,,. &/~. a-.'eL _ '/ .Z ~.,,-./ ~ _. ~ ,,.,:,_.,/ ./, ~,...-.., z '-.:., .,.,- %" '~.,.,.._,..,,,.: , ,© ~,~ ............ ~ i __ _ ~ ......... '~'~"' ~ © { ', : .~-.,=p .~-.~= ,, ~, ® rn - ,, ..., . - ..... ~, ---t-~ .... ,. ,.. , ~ J~-~---F~t--- ~ ---H¢t---~ J ,;.® t t O 0 TERRY E. BRANSTAD, GOVERNOR Siptember 15, 1997 DEPARTMENT OF ECONOMIC DEVELOPMENT DAVID J. LYONS, DIRECTOF~ Robert P. Bums Iowa City IHA Senior Housing, L.P. 319 E. Washington Street P.O. Box 1226 Iowa City, IA 52244 SUBJECT: Housing Application Review Form #322 Dear Mr. Bums: This letter serves as a follow-up to the Housing Application Review Form you submitted for the proposed multi-family rental construction project in Iowa City. The agencies participating in the review team include representatives of USDA Rural Development (RD), the Iowa Finance Authority (IFA), the Federal Home Loan Bank (FHLB), the Iowa Office of the U.S. Department of Housing & Urban Development (HUD), and the Iowa Department of Economic Development (IDED). During a recently held review session, the team members made the following comments regarding your proposal: 1DED - Provided City HOME funds are committed to the project (a minimum of $1 in City HOME funds for every $3 in State funds requested), the proposal appears eligible for Housing Fund application. If you have questions about the Housing Fund, please call your assigned staff contact, Terri Rosonke, at (515) 242-4852. IFA - The proposal also appears eligible for application to IFA's Housing Assistance Fund (HAF) and Affordable Housing Tax Credit (AHTC) programs. The application deadline for the next AHTC round is November 7. Please contact Bruce Ray or Kent Powell at (515) 242-4990 if you need additional information. HUD - Although not listed in the proposed project budget, the team suggests exploring HUD's 22 l(d)4 mortgage insurance program as a potential source of assistance. Please contact Jim Ryan at (515) 284-4736 to discuss this option in more detail. The Housing Application Review Team appreciates your interest and hopes their response will prove helpful in your efforts to expand the supply of decent, affordable housing in Iowa City. Sincerely, Terri Rosonke Field Representative *NOTE: The applicant will be responsible for completing the required application and meeting the specific funding criteria of each agency's program. 200 EAST GRAND AVENUE I DEESMOINE I{::)WA50~09 I TEL:515/242-4700 I FAX:515/242-4809 EMAIL: info~lded.state.te.us I TrY: 515/2424861 I http://www. state.la.us/ided IOWA FINANCE AUTHORITY Building a Foundation for Iowa's Growth Terry E. Branstad ( ~('t',orlltlf led R. Chapler F,,~.,r uric, r. r)irec tor March II. 1998 Mr. Robert Bums Iowa City IlIA Senior Hsng LP 319 E. Washington St., Box 1226 Iowa City. Iowa 52244 AHTC Project #98-28 Iowa City [HA Senior Housing Dear Mr. Bums: Your AHTC project #98-28 has been conditionally approved by the Iowa Finance Authority Board of Directors on March 1 I, 1998, to receive a reservation in the amount of $179,905 contingent upon your submission of the reservation fee. The amount of credit may be reduced if the credit percentage for the month the Carryover Agreement is executed or for the month the building(s) is placed in service in 1998 is less than 9% or 4%. As you can see from the enclosed "Bulletin," the credit percentages have been running below 9% and 4%. Ihe credit amount is also dependent upon final review by the Iowa Finance Authority. The 7% nonrefundable reservation fee in the amount of $12,593 must be received by the Iowa Finance Authority by April 7, i 998. All checks shoukt be made out to the Iowa Finance Authority. The CarD,over Agreement will be mailed to you shortly after we receive your reservation fee. We will also need a copy of a filed Warranty Deed and copy of the file-stamped Limited Partnership Agreement. Sincerely, Deputy Director (98res.ltr) I flf} Easl Grand Avenue Suilc, 250 Dos Nloinet,, Iowa SO 1Oct Ph: (515) 2,12-490f,1 r,'~x (515) 242-4057 AFFORDABLE HOUSING TAX CREDIT 1998 CARRYOVER AGREEMENT AND ALLOCATION AND TAXPAYER'S ELECTION STATEMENT Project Number: Number of Buildings: Total Number of Units: Number of Affordable Units: 98-28 30 30 30 Building Address(es): 1259 Shannon Drive Iowa City, IA 52246 Taxpayer Name(s): Iowa City IHA Senior Housing Limited Partnership Taxpayer Address: 319 E. Washington St., Box 1226 Iowa City, IA 52244 Taxpayer Tax ID No.: 39-1909174 Housing Credit Agency: Address: Agency Tax ID No.: Iowa Finance Authority 100 East Grand, Suite 250 Des Moines, IA 50309 52-1699886 Date of Allocation: July 31,1998 This 1998 Carryover Agreement and Allocation of 1998 Affordable Housing Tax Credit is an allocation made pursuant to Section 42(h)( 1 )(E) of the Internal Revenue Code of 1986. as amended (the "Code"). The Iowa Finance Authority (the "Authority"), as the housing credit agency for the State of Iowa, has reviewed the application of the Taxpayer specified above for a 1998 carryover allocation of affordable housing tax credit and hereby makes such allocation (the "Carryover Allocation"), in the amounts specified in Exhibit A attached hereto and incorporated herein by this reference, with respect to each building in the project specified above (the "Project"). The Carryover Agreement and Allocation is subject to the terms and conditions stated herein, including Exhibits A and B, and is made with respect to the project site as described in the attached Exhibit C. This Carryover Agreement and Allocation is expressly conditioned upon satisfaction of the requirements of Section 42(h)(l)(E) of the Code and upon the terms and conditions set forth in this Carryover Agreement and Allocation. The Taxpayer hereby certifies that each building for which this Carryover Allocation is being made is a qualified building as defined in Section 42(h)(1)(E)(ii) of the Code (that being part of a project in which the Taxpayer's basis, as of December 3 i, 1998, is more than ten percent of said Taxpayer's reasonably expected basis in the project as of December 31, 2000), and that each building will be placed in service no later than December 31,2000. The Taxpayer represents and certifies that as of July 31, 1998, the Taxpayer has an accumulated basis of $308,292 in the Project, representing 12.78% of the reasonably expected basis of$2.411,685 in the Project. 98ahtc.coa An itemization of each component of the Taxpayer's reasonably expected basis in the Project and the Taxpayer's accumulated basis in the Project is set forth in Exhibit B. Taxpayer warrants and certifies that the information set forth in Exhibit B is true and correct as of the date hereof, and has been prepared in accordance with generally accepted accounting principles and the requirements of Section 42(h)(l)(E) of the Code and regulations promulgated thereunder. With respect to each item included in the accumulated basis, the Taxpayer has provided to a C.P.A. documentation as an attachment to this Carryover Agreement and Allocation. evidencing that such expenditure has been paid or accrued, as applicable. by the Taxpayer.' The Taxpayer is (check one) X an accrual basis taxpayer a cash basis taxpayer The Taxpayer further represents that it has determined, after due inquiry, that each item listed in the accumulated basis in Exhibit B is reasonably includable in basis for purposes of the over 10% requirement set forth in Section 42(h)( 1 )(E) of the Code. To the extent the Taxpayer's accumulated basis includes any expenditure for services to be performed by developers, architects, consultants, or other service providers, the amount included in the Taxpayer's accumulated basis shown in Exhibit B represents only the amount reasonably attributable to services already performed by such service provider (if the Taxpayer is an accrual basis Taxpayer) or already paid for by the Taxpayer (if the Taxpayer is a cash basis Taxpayer). A photocopy of a filed deed showing that the owner/taxpayer holds title to the project site and that the benefits and burdens of ownership of such land have been transferred to the Taxpayer for federal income tax purposes, has been included as an attachment to this Carryover Agreement and Allocation. In connection with this Carryover Agreement and Allocation, the Taxpayer hereby irrevocably elects, pursuant to Section 42(b)(2)(A)(ii)(I) of the Code, to fix the applicable credit percentage for each respective building in the Project as the percentage prescribed by the Secretary of the Treasury for the month of July, 1998, which is the month of this Carryover Agreement and Allocation, and such percentage is reflected as the credit percentage as on the Exhibit A. The Taxpayer understands and acknowledges that the credit percentage, as elected by the Taxpayer herein, is fixed and binding upon all buildings in the Project and upon the Taxpayer and all successors in interest to the Taxpayer, as owners of the Project. The Taxpayer understands and acknowledges that the receipt of grant financing from federal, state, or any other source will reduce the eligible basis. The Taxpayer understands and acknowledges that in order to retain the credit beyond December 31, 1998, the taxpayer must provide photocopies of building permits for all buildings receiving tax credit in the project to the Authority by December 3 I, 1999. The Taxpayer further acknowledges that failure to meet this requirement will entitle the Authority to deem the Carryover Agreement and Allocation to be cancelled by mutual consent. The Taxpayer understands and acknowledges that failure to comply with all the terms, conditions, and obligations set forth in the Declaration of Land Use Restrictive Covenants will result in the recision of the tax credit by the Authority. The Taxpayer acknowledges that all the terms, conditions, obligations, and deadlines set forth herein and in the attached Exhibits constitute conditions precedent to this Carryover Agreement and Allocation, and that the Project°s failure to comply with all such terms and conditions will entitle the Authority, in its discretion to deem this Carryover Agreement and Allocation to be cancelled by mutual consent. After any such cancellation. Taxpayer 98ahtc.coa acknowledges that neither it nor the Project will have any right to claim credits pursuant to this Carryover Agreement and Allocation. The Authority reserves the right, in its discretion. to modify and/or waive any such failed condition precedent. In making this Carryover Allocation. the Authority has relied upon information provided and representations made to it by the Taxpayer or the Taxpayer's designee. The Carryover Agreement and Allocation does not in any way constitute a representation, warranty, guaranty, advice or suggestion by the Authority as to the qualification of the Project for the tax credits, or the feasibility or viability of the Project and may not be relied on as such by any owner, developer. investor, tenant, lender, or other person, for any reason. The Authority makes no representations concerning, or guarantee that the Taxpayer will be eligible to receive, the credit stated herein. such determination resting with the Internal Revenue Service. The Taxpayer hereby agrees and acknowledges that whether the over ten percent (10%) requirement has been met and whether the Taxpayer has provided sufficient evidence thereof may be subject to future determination by the Authority or the Internal Revenue Service. The Taxpayer shall retain a copy of this Carryover Agreement and Allocation and Taxpayer's Election Statement and shall file an additional copy with the Form 8609 that is issued to the Taxpayer during the calendar year in which the Project is placed in service. The Authority shall retain a copy of this Carryover Agreement and Allocation and Taxpayer's Election Statement and shall file the original with the Authority's Form 8610 for the year the allocation is made. Iowa City IHA Senior Housing Limited Partnership Taxpayer Burns & Burns, L.C., General Partner Robert P. Burns, Manager (Typed Name and Title) Date subscribed and swom before me: _..~2L_ -~L .... i.,~__ Signature of Notary Public: Coun~ of: Johnson ~ot~ Seal) Expires 9-4-99 ,Da subsc ' d~ sworn before me: of Iowa, County of Polk (Notary Seal) E×p'ires October 7, 2000 July 31, 1998 Jesse D. Burns Typed Name of Notary Public IOWA FINANCE AUTHORITY By ~ ]~ ~h~ Ted R. Chaplet, Executive Director July 31, 1998 T~4fl~eYd ~de~of~notary Public 98ahtc .coa IOWA FINANCE AUTHORITY l~uilding a Foundation for Iowa's Growth Terry E. Branstad Ted R. Chapler F×of uli~e [3irector September 16. 1998 Robert P. Burns, General Partner Iowa City Ilia Senior ttousing Limited Partnership 319 East Washington Street P.O. Box 1226 Iowa City. Iowa 52244 RE: Housing Assistance Fund Application No. HAF 97-37 Dear Mr. Burns: I am happy to inform you that under the Iowa Finance Authority's Housing Assistance Fund Program, your project has been approved for funding based upon your meeting certain conditions to be contained in our contract. Funding offered to you is a $30,000 ten-year loan at 1%, for the purposes outlined in your application. Please acknowledge in writing the receipt of this letter and your understanding of terms. Additional terms and conditions will be defined and enumerated in the contract. Any other use of these funds is not allowed without previous written approval from the Iowa Finance Authority and is subject to non-reimbursement. Your receipt of these funds is dependent upon the successful completion and execution of a contract between your organization and the Iowa Finance Authority. No funds will be awarded until the contracts are prepared and the Iowa Finance Authority is satisfied that everything is in order. Funds expended prior to our written notification to you indicating that the project may start are non-reimbursable. In some cases, construction lien waivers and other documentation will be required before you receive funds from tile Authority. Sincerely, KeL.~powe~~ Deputy Director In9737 IOn Fa~l (;rand Avenue Stril,, 250 I'~,,,- Moine% Iowa 5r13oq I 8¢10-.1 ~J2-7230 I'h: tr;1 51 2.12-,lqrlO I'.~x I¢;1';) 242-.1q~7 Hills Bank and Trust Company 1401 S, Gilbert Street 319-338-1277 November 6, 1997 Robert P. Bums Iowa City IHA Senior Housing Limited Partnership 319 E Washington Street, Suite 111 P.O. Box 1226 Iowa City, IA 52244 Re: Phases I, II, III, IV, Lot 53, Walden Hills Subdivision, Iowa City, IA Dear Bob: We have reviewed your application for a permanent loan commitment in the amount of $1,443,000.00, for the above referenced project here in Iowa City. Based on our loan committee discussion today, we approved your request subject to several contingencies. It is our understanding that this project will be built in phases of approximately 30 units per phase. Since these permanent loan funds will be needed at various times in the near future, we are not able to commit a specific interest rate at this time; although it would be based upon our cost of funds through the Federal Home Loan Bank of Des Moines, plus our margin. At the present time, our rate would be 8.75 - 9.00 % range. Likewise, our present intention is to write this loan for a term of 20 years, based on a 30 year amortization. However, this is subject to our obtaining comparable funding from the Federal Home Loan Bank ofDes Moines. This commitment is subject to the following: · Our board of directors approving your application. · A third party appraisal indicating that our loan amount would not exceed 85% of the appraised value oCthe project. · Approval and written commitment from each of your funding sources. · Issuance of a title opinion by your attomey indicating Hills Bank can obtain a valid first mortgage lien position on the property. · A hazard insurance policy on the property with Hills Bank and Trust Company named as "mortgagee" on the property. · No significant material changes on your real estate application from the date of application through the closing date. · If the property which secures this loan is determined to be located in a flood zone, flood insurance will be required. · Your personal guarantee of the permanent loan(s). · 131 Main Street, Hills, Iowa 52235. 319-679-2291d~~· 1401 South Gilbert Street. Iowa City. Iowa 52240, 319-338-1277 · 1009 2nd Street, Coralville, Iowa 52241, 319-351-8000 · Highway 965, North Liberty, Iowa 52317, 319-626-2381 · 132 E. Washington Street, Iowa City, Iowa 52240. 319-351-3337 Bums Page 2 November 6, 1997 We would be able to give you a more firm commitment, after our board of directors meets on Tuesday, November l l, 1997. Additionally, as soon as the plans and specifications have been drawn we can older appraisals f'or you. If'the c0nstmCtion lender does require appraisals, we would ask that those appraisals be provided to us, as well. We appreciate this opportunity to assist you with this worthwhile senior housing project. Please contact me, if you need any clarifications regarding these conditions. Sincerel ice ~ RJR/adn Hills Bank and Trust Company 1401 S. Gilbert Street 319-338-1277 November 13, 1997 Mr. Robert P. Bums Iowa City IHA Senior Housing Limited Partnership 319 East Washington Street, Suite 111 PO Box 1226 Iowa City, IA 52244 Dear Bob: Our Board of Directors approved your loan application at its November board meeting. Therefore, that stipulation has been waived. Thank you, too, for your telephone-call informing us that the property has been approved for the proper zoning for your project. Thank you for keeping us updatedon the status of this project and we look forward to working with you on it for many months to come. RJR/kmd · t31 Main Street, Hilts, Iowa 52235. 319-63'~.2:;11' '00~* 1401 South Gilbert Street, Iowa City, Iowa 52240, 319-338-1277 · 1009 2nd Street, Coralville, Iowa 8 · 52241, Highway 965, North Liberty, Iowa 52317, 319-626-2381 · 132 E. Washington Street. Iowa City, Iowa 52240, 319-351-3337 Document Prepared by: Hills Bank end Trust Company, 1401 S. Gilbert Street, Iowa City, IA S2240, 319-338-1277 MORTGAGE Hills Bank and Trust Company 131 Main Street Hills, IA 52235 (319) 679-2291 (Lender} General Partner P. O. Box 1226 P.O. Box 1226 Iowa City, IA 52244 Iowa City, IA 52244 TELEPHONE NO. IDEN~FI~TION ~. ~E~E NO. I~Ca~ 39-1893738 39-1893738 ADDRESS OF R~L PROPERTY: 30 unLts - ~t 53 Walden Iowa City, IA NOTICE: THIS MORT~GE SECURES CREDIT IN THE ~OUffi OF $ 1. 520. O~. LO~S ~D ~V~ES UP TO THIS AMOUNT TOGETHER ~TH INTEREST. ARE SENIOR TO INDEBTEDNESS TO OTHER C~DITORS UNDER SU8SEQUENTLY RECORDED ~ RLED ~RT~GES AND LIENS I. GRANT. ~dgago~ hereby mobgages, grMTS. assigns a~ ~n~ ~ ~nder, iden~fi~ a~, the real pro~ de~i~ In ~h~ule A which is attached TO ~is ~age and In~al~ herln t~ffier ~ ~11 ~re end pm~nl Impr~menffi ~d flares; p~l~es, heredltements. and appurtenances: leases, lianas and other agreement; real. IBu~ end Wo~; w~r, ~11, dish, re~olr and mineral fights ~d st~k, and sts~lng timer and crops Oert~ining TO the real proOe~ (cumulatlvely "~ope~"), 2. OBLIGATIONS. This ~ege ~ell s~ure the ~ent end ~o~sn~ of ml of ~rro~r and ~gegor's pre~nt and Mum. Indebt~ness, liabilities obligallons end c~enants (cumule~e~ '~ligs~ons~ ~ Lend~ puffiu~l (a} this ~age and the foiling promis~ ~s and o~r egr~men~: · T~EST ~*' PRINCIPAL AMOU~/ ~/ ~Rl~ CUSTOM~ RA~ ~n ~T AOR~ DATE ~XgD ~, 520,000,00 0~/31/98 '°' ' t HUMlea _ ~ . 516'7648-01 i ~] all other present or future written agreements between Borrower or Mortgagor and Lender (whether executm:l for the same or different purposes than the preceding documents); b) all amendments, modifications. replacements or substitutions to any of the foregoing, 3, PURPOSE. This Mortgage and the Obligations described herein are executed and incurred for ..... ~o_x~It_~d.ia'1 purposes. 4, FUTURE ADVANCES. Upon request of Borrower, Lender, at Lender's option so long as this Mortgage secures indebtedness held by Lender, may make future advances to Borrower. Such future advances. with interest thereon. shall be secured by this Mortgage. At no time Shall the principal amount of the indebtedness secured by this Mortgage, not including sums advanced in accordance herewith to protect the security of this Mortgage exceed $ 1,520,000.00 . 5. CONSTRUCTION PURPOSES. If checked, [] this Mortgage secures an obligation incurred for the construction of an improvement on land, end is a 'construction morlOage* within the meaning of Section 554.g3t3 of the Iowa Uniform Commercial Code. This Mortgage alao secures loans Or advancements made to directly finance work Or improvements upon the real estate described herein, and is a "construction mortgage fien' within the meaning of Section 572 t8 of the Iowa Code. 6, REPRESENTATIONS, WARRANTIES AND COVENANTS. Mortgagor representS, warrants and covenants to Lender that: (el Mortgagor shall mainlain the Property free of all liens, security Interests, encumbrances and claims except for this MOrtgage and those described in Schedule B which is attached TO this Mortgage and incorporated herein by reference; (b) Neither Mortgagor nor, fo the best of MOrtgagor's knowledge, any other party has used, generated, released, discharged, stored, or disposed of any hazardous waste, toxic substance, or related matedal (cumulstlvely "Hazardous Materials") in connection with the Property or transported any Hazardous Materials to Or from the Property. MOrfgagor shall no! COmmit or permit such actions to be taken In the future. The term "Hazardous Materials' shall mean any substance, material, or waste which is or becomes regulated by any governmental authority including. but not limited to, (i) petroleum; (ii} friable or nonfriable asbestos; (iii) polychlorinated biphenyls; (iv) those substances, materials or wastes designated as a "hazardous substance' pursuant to Section 311 of the Clean Water Act or lieled pursuant to Saclion 307 of the Clean Water Act or any amendments or replacements to these statutes: {'v) those substances, materials or wastes defined as e "hazardous waste' pursuant to Section 1004 of the Resource Conservation and Recovery Act or any amendments or replacements to that statute; or (vl) those substances. materials or wastes defined as a hazardous substance" pursuant to Section 101 of the Comprehensive Environmental Response, Compensation and Liability Act, or any amendments or replacements to that statute or any other similar statute, rule. regulation or ordinance now or hereafter in effect. To the best of MOrtgagor's knowledge. there are no agricultural drainage wefts, abandoned wells, solid waste disposal sites or underground storage tanks on the Property; (c) Morlgagor has the right and is duly authorized to execute and perform its Obligations under this Mortgage and these actions do not and shall not conflict with the provisions of any statute, regulation, ordinance, rule of law. COntract or other agreement which may be binding on Mortgagor at any time: Id) No action or proceeding is or shall be pending or threatened which might materially affect the Property; re) Mortgagor has not violated and shall not violate any statute, regulation, ordinance, rule of law. Contract or other agreement which might materially elfact the PrOperty (including, but not limited to, those governing Hazardous Materials) or Lender's rights or interest In the Property pursuant to this MOrtgage; (f) Mortgagor is lawfully seized of the Property in f~e simple; the Properly Is free from all liens and encumbrances except those dee~'lbed in Schedule B attached to this Mortgage: and Mortgagor hereby warrants and COvenants to defend the title to the Properly against all persons whosoever; {g) It Modgagor is a corporation. Mortgagor Is duly organized. validly e=istlng, and In good standing under the laws of Its State of Incorporation and is in good standing and authorized to do business in the State of Iowa. and has full Corporate power and authority to execute this Mortgage. own its properties. conduct ils business as presently operated, and to carry out the terms of this Mortgage; and (h) NO loan broker aS defined by iowa Code Chapter 535C has been involved in this mortgage transaction. 21. DEFAULT. Mortgaqor shell be in default under this Mortgage in the event lhet Mortgagor, Borrower or any Ouerentor of any Obligation: la) fads to pay any Obligation to Lender when due: Ib) fails to perform any Obligation or breeches any warranty or covenant to Lender contained in this Mortgage or any other present or future written aqreement; (c) allows the Property tO be damaged, destroyed, lost or stolen in any mlterlal respect; (d) seeks to revoke, terminate or otherwise limit Its liability under shy guaranty to Lender; (e) allow the Properly to be used by shyone to transport or store goods the possession, trenspodetlon. or use Of which, Is illegal; (f} causes Lender. in good faith, to believe the prospect of payment or performance Is impaired; or (g) iI Mortgagor is a corporation, Morfgagor merges, dissolves or liquidates. 22. RIGHTS OF LENDER ON DEFAULT. If there Is a default under this Modgage, Lender shall be entitled to exercise one or more of the foliowang remedies without notice or demand (except as required by law): Is) fo declare the Obligations Immediately due and payable in full; Ib) to collect the outstanding Obligations with Or without resorting to Judicial process: (c) to requite Mortgagor to deliver and make available to Lender any personal property constituting the Property at a place reasonably convenienl to Modgagor and Lender: (d) to take immediate possession. management end control of the Property without Seeking the appointment of a receiver; (e} to collect all of the rents, issues, and profits from the Property from the date of default through the expiration of the last redemption period following the foreclosure of this Mortgage; (f) to apply for and obtain prior to commencement of suit or thereafter without notice and upon ex perle application, the appointment of a receiver for the Property without regard to Morig~gor's Ifnencist condition or solvency, the adequlcy of the Properly to secure the payment or pedormance of the Obligations, or the existence of any waste to the Property; and Mortgagor waives Mortgsgor's right TO possession, statutory or otherwise. end the right tO challenge the appointment Of a receiver; (g) to foreclose this Mortgage as provided by law by Judicial proceedings or, unless prohibited by law, by applicable nonjudicial proceedings: (h) to sated Morfgagor's Obligations against any amounts due to Lender including, but not limited to, monies, instruments, and deposit accounts maintained with Lender: and li) to exercise all other rights available to Lender under any other written agreement or applicable law. Lenders rights are cumulative and may be exercised together, separately, and in any order. In the event thai Lender institutes an action seeking the recovery of any of the Property by way of a projudgment remedy {n an action against Modgagor, Mortgagor waives the posting of any bond which might otherwise be required. 23. REDEMPTION PERIOD. Mortgagor hereby agrees that in the event of judicial foreclosure of this Mortgage, Lender may, at its sole option, elect' {a) Pursuant to Iowa Code ~ 628.26 as now enacted or hereafter modified, amended or replaced, TO reduce the period of redemption after sale on foreclosure to six months, or (b) Pursuant to Iowa Code § 62827 as now enacted or hereafter modified. amended or replaced, to reduce the period of redemption after sale on foreclosure to sixty days. or (c) Pursuant to Iowa Code § 628.28 as now enacted or hereafter modified, amended or replaced, or any other Iowa Code Section, to reduce the period of redemption after sale on foreclosure to such time as may be then applicable and provided by law, or {di Pursuant to Iowa Code § 66420 as now enacted or hereafter modified. amended or replaced. to foreclose without redemption. 24. WAIVER OF HOMESTEAD AND OTHER EXEMPTIONS. Modgagor hereby waives all homestead or other exemptions to which Mortgagor would otherwise be entitled under any applicable law and wanes all rights of dower and distributive share in the Property. 28. REIMBURSEMENT OF AMOUNTS EXPENDED BY LENDER. Upon demand, Mortgagor shag immediately reimburse Lender for all amounts (including attorneys' fees ~nd legal experteel) expanded by Lender In the performance of lay action required to be taken by Mortgagor or the exercise of any right or remedy of Lender under thai Moilgage, together with interest thereon st the lower of the highest rate described In any C~ltgation Ix the highest tale allowed by law from the date Of payment unffi the dsto Of reimbursement. These sums shall be Included In the definition of Obligations hereln and shall be secured by the interest granted heroin. 26. APPLICATION OF PAYMENTS. All payments made by or On behalf of Mortgsgor may be applied against the amounts paid by Lender (including attorneys' fees and legal expenses} in connection with the exercise of its rights or remedies described in this Mortgage and then to the payment of the remaining Obligations in whatever order Lender chooses. 27. POWER OF ATTORNEY. Modgagor hereby appoints Lender as its agent or attorney-in-fact to endorse Modgagor's name on all instruments and other documents pertaining to the Obligations. In addition, Lender shall be entitled, but not required, to perform any action or execute any document required to be taken or axeruled by Modgagor under this Mortgage. Lender's performance of such action or execution of such documents shall not relieve Mortgagor from any Obligation or cure any default under this Mortgage. The powers of attorney described in this paragraph are coupled with an interest and are irrevocable. 28. SUBROGATION OF LENDER. Lender shall be subrogated to the rights of the holder of any previous lien, security interest or encumbrance discharged with funds advanced by Lender regardless of whether these liens, security Interssis or other encumbrances have been released Of record. 29. COLLECTION COSTS. If Lender hires en attorney to assist in collecting any amount.due or enforcing any right or remedy under this Agreement, Mortgagor agrees to pay Lender's atlorneys' fees and collection costs. 30. PARTIAL RELEASE. Lender may release its interest in a portion of the Property by executing and recording one or more padeel releases without Mfecting its interest in the remaining portion of the Property 3f. MODIFICATION AND WAIVER. The modification or waiver of any of Mortgagor's Obligations or Lender's rights under this Mortgage must be conleaned in a writing signed by Lender. Lender may perform any of Mortgegor's Obligations or delay or fail to exercise any of its rights without causing a waiver of those Obligations or rights. A waiver on one occasion shall not constitute a waiver on any other occasion, Mortgagor's Obligations under this Mortgage shall not be affected if Lender amends, compromises, exchanges, fails to exercise, impairs or releases any of the Obligations belonging to any Mortgagor, third party Or any of its rights against any Mortgagor, third party or the Property, 32. SUCCESSORS AND ASSIGNS. Thte Mortgigs shall be binding upon end inure to the benefit of Mortgegor and Lender and their respective successors. assigns, trustees, receivers, administrators, personal representatives, legatees end davissos. ,'ql :33. NOTICES. Any notice of other communication to be prowdad under this Mortgage shall be in writing and sent fo the pRflie¶ at the 3ddte~<Ps ~'le'~cf,bed In th~s Mortgage or such other address es the padice may designate in writing ~rom time to time 34. SEVERABILITY. If any provision of this Modgage violates the law or is unenforceable, the rest of the Modgage shall continue to be valsd .tad ~nforceal~le 35. APPLICABLE LAW. This Mortgage shall be governed I~y the laws of the state in which the property is located. Mortgagor consents lo the lurisdiction and venus of any court located in the state In which the properly is located in the evenl ol any legal proceeding under this Modgage 36. WAIVER OF JURY TRIAL MORTGAGOR HEREBY WAIVES ANY RIGHT TO TRIAL BY JURY IN ANY CIVIL ACTION ARISING OUT OF, OR eASED UPON, THIS MORTGAGE OR THE PROPERTY SECURING THIS MORTGAGE. 37. MISCELLANEOUS, Mortgagor and Lender agree that time is of the essence. Mortgagor waives presentment, demand for payment. notice of dishonor lad protest except as required Dy law ~JI references to Mortgagor In this Modgege shall include all persons signing loslow tf there is mole Ihan one Modgagor. their ODligations shall be joint and several This Modgage and any related documents represent the complete integrated understnnding between Mortgaqor and Lender pertaining to Ihe terms and conditions of those documents. 38 PURCHASE MONEY. ~ T If checked, this Mortgage is s purchase money mortgage. 39. ADOITIONAL TERMS. The covenants and agreements of the Environmental Hazards Rider and Indemnity Agreement executed by Borrower and recorded together with ~his Security Instrument shall be incorporated into and shell amend and supplement the covenants and agreements of this Security Instrument as if the Rider were a part of this Security Znstrument. IMPORTANT: READ BEFORE SIGNING. THE TERMS OF THIS AGREEMENT SHOULD BE READ CAREFULLY BECAUSE ONLY THOSE TERMS IN WRITING ARE ENFORCEABLE. NO OTHER TERMS OR ORAL PROMISES NOT CONTAINED IN THIS WRII'I'EN CONTRACT MAY BE LEGALLY ENFORCED. YOU MAY CHANGE THE TERMS OF THIS AGREEMENT ONLY BY ANOTHER WRITTEN AGREEMENT. THIS NOTICE AL~O APPUES TO ANY OTHER CREDIT AGREEMENTS (EXCEPT EXEMPT TRANSACTIONS) NOW IN EFFECT BETWEEN YOU AND THIS LENDER, Mortgagor acknowledges that Mortgagor has read, understands, and agrees to the terms and conditions of this Mortgage, and that Mortgagor has received an exact copy of this MongeRs. 0sled: ,.1Tr--,Y 31, 1998 ' ' ~e D. Burns ~ Partner Me~er and Manager Me~er ~On r~GOR' MORT~GOR: %tORTGAGOR MOR rGAGOR MORrGAGOR: MORrG,&GOR- AGRICULTURAL HOMESTEAD DISCLOSURE: MORTGAGOR UNDERSTANDS THAT HOMESTEAD PROPERTY IS IN MANY CASES PROTECTED FROM CLAIMS OF CREDITORS AND EXEMPT FROM JUDICIAL SALE; AND THAT BY SIGNING THIS CONTRACT, MORTGAGOR VOLUNTARILY GIVES UP MORTGAGOR'S RIGHT TO THIS PROTECTION FOR THIS PROPERTY WITH RESPECT TO CLAIMS BASED UPON THIS CONTRACT. Dated JULY 31. 1998 Mf}R r r;AC, OR MORTGAGOR: Mf)ll IGAGF)R MORTGAGOR: M(DRT~AGOR MORTGAGOR: MOrt rr;AC,(~rt MORTGAGOR: State of Iowa. County of Johnson. ss: On this 31st day of July, 1998, before me, the undersigned, a Notary Public in and for the State of Iowa, personally appeared Robert P. Burns and Jesse D. Burns, to me personally known. who. being by me duly sworn. did say that they are the Member/Manager and Member. respectively, of Burns & Burns. L.C., the General Partner of Iowa City IRA Senior l lousing Limited Partnership. executing the within and foregoing instrument to xvhich this is attached, that said instrument was signed on behalf of said Limited Liability Company as General Partner of Iowa City IHA Senior Housing Limited Partnership, by authority of its Board of Directors; and that the said Robert P. Burns and Jesse D. Bums, as such officers acknowledged the execution of said instrument to be the voluntary act and deed of said Limited Liability Company and Limited Partnership. by it and by them voluntarily executed. ~~n a;said County and State Commission expires 2/15/99 STATE OF .... ) ) SS: COUNTY OF , . ) On this day of ............. before me, the undersigned, a Notary Public in and for said county and state, personally appeared ......................... to me personally known, who being by me duly sworn, did say that they are the respectively, of said corporation executing the within and foregoing instrument; that said instrument was signed on behalf of said corporation by authority of its Board of Directors; and that the said ......................... as such officers acknowledged the execution of said instrument to be the voluntary act and deed of said corporation by it and by them voluntarily executed. in and for said County and State , Notary Public I SCHEDULE A I The Mreet address of the Property (if alaplicable) i9: 30 unite - T,.,ot 53 Walden Iowa City, IA The permanent tax identification number of the PrOperW The legal description of the PropeR Is: That portion of Lot 53, Walden Hills, Iowa City, Iowa, according to the plat thereof recorded in Book 38, Page 13, Plat Records of Johnson County, Iowa, that is described as Auditor's Parcel 98066 on plat of survey recorded in Book 39, Page 20, Plat Records of Johnson County, Iowa. SCHEDULE JAN ] 9 !999 CITY OF IOWA OI TY i FYO0 CDBG and HOME FUNDING REQUEST FOR ALL HOUSI~P~;¢~-~ Project Name: Type of Project: GENERAL INFORMATION 1. Lead Applicant Name Applicant Address e Affordable Rental Housing Acquisition and Rehabilitation Contact Person Phone Number (319) 358-921 2 Fax Number E-mail Address gichf@avalon.net Greater Iowa City Housing Fellowship 1700 S. 1" Ave. Ste. 25F P. O. Box 1402 Iowa City, IA 52244 Maryann Dennis Title Exec. Director (319) 354-0724 Secondary Applicant (if applicable) Applicant Address Contact Person Phone Number E-mail Address N/A Title Fax Number e Type of Applicant (check one): X Community Housing Development Organization Private non-profit organization Private for-profit, individual or partnership applicant Public Organization Federal Tax Identification Number: 42-1362432 m Amount of Funds Requested HOME $ grant CDBG $ grant SUB-TOTAL $ *grant TOTAL REQUEST ~ 300,040 If a loan is requested, please indicate the applicable loan terms: Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) loan loan loan Years Declining Balance Lien (forgiven over time) ' Other: (explain) Repay at the end of 30 yrs. % of City investment of future value of project 6. Provide a brief description of the proposed project (please limit response to this space). This project will add 18 units of affordable rental housing to the current market in Iowa City and Coralville - the most severely stressed rental market in the State of Iowa. Iowa City HOME and/or CDBG funds will be used to acquire and rehabilitate nine units in Iowa City. State of Iowa HOME funds will be used to acquire and rehabilitate nine units in Coralville. Other sources of funds for this project are FHLB Affordable Housing Program funds and private mortgages. GICHF, the only CHDO in Iowa City which provides permanent affordable rental housing has been encouraged by the local government and neighborhood associations to develop scattered site rental housing. HOME and/or CDBG funds will be used to acquire existing two bedroom properties in need of substantial rehabilitation. Properties will be acquired in existing market rate neighborhoods resulting in a mixed income neighborhood with the addition of affordable rental housing. Substantial rehabilitation will contribute to neighborhood preservation. Rents for this project are set at $473/month with utility allowances of $71 resulting in a net monthly per unit rent of $402. This is considerably less than the current Iowa City FMR of $567, making these units affordable to many households that are presently severely cost burdened by high housing costs. The project proposes that City funds be provided with repayment to begin at the end of thirty years of an equal amount to the ratio of that assistance to project cost multiplied by the future value of the project. 7. 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 Received FY97 (July, 96 - June, 97) FY98 (July, 97 - June, 98) FY99 * State 7b. Budgeted Amount $196,490 + S 107,400 $317,220 (July, 98 - June ,.99) $300,040 funds not available until after 1-1-99 Does the proposed project pay property taxes? Amount Expended (to date) $196,490 + S 107,400 $317,220 Yes No X If property taxes are not paid, does the proposed project make a Payment In Lieu of Taxes? Yes X No If 'yes", what is the percent of full taxes paid? 25 % and amount paid $ 4,596 8. 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). All acquired units will have deed restrictions recorded that will carry a 40 year term of affordability. GICHF, as a CHDO, is incorporated to provide affordable housing in Iowa City. It is the business of GICHF to maintain its units as affordable and GICHF's rental units will remain affordable for as long as GICHF owns them. The Board of Trustees supports the recording of deed restrictions to ensure at least a 40 year affordability term. It is the policy of GICHF to lower rent levels upon debt repayment to cover replacement, repair and operational costs. The local FMRs are currently lower than rental rates in the existing market. Rents for the 2 bedroom units are set to be affordable for households at 40% AMI having three members. Current FMR 2 bedroom. = $567 Average market rent 2 bedroom. = $593 Proposed rent 2 bedroom. = $473 9. Describe in detail the project location, address(es), (provide maps and/or drawings), type of project (new construction, acquisition, rehab, tenant based rent assistance or downpayment assistance), total number of units and number of units assisted with public funds. Project Location: scattered site affordable rental housing. (GICHF has been encouraged to implement a strategy of scattered site housing to avoid a concentration of "low-income" housing in certain neighborhoods.) The City of Iowa City HOME and/or CDBG funds will be used for Iowa City units only. The project proposes the purchase and rehabilitation of nine 2-bedroom units in Coralville. Type of project: acquisition and rehabilitation (rental) Number of units: 18 Number of units assisted with public funds: 18 10. Please detail a complete budget including the proposed sources and uses of funds for the project. Include all other funding requested for the proposed project to be completed (e.g. infrastructure improvements). project costs. 1 .) Sources and Uses SOURCE City of Iowa City HOME/CDBG Funds State of Iowa HOME Funds State of Iowa HOME Funds FHLB AHP Funds Mercantile Bank Project Sub-Total Iowa City State of Iowa HOME Funds State of Iowa HOME Funds FHLB AHP Funds Mercantile Bank Project Sub-Total Coralville State of Iowa HOME Funds Total Project Cost Where possible please provide third party documentation for AMOUNT USE $300,040 Acquisition of 9 Units-Iowa City $87,300 Rehab & Carrying Costs of 9 Units - Iowa City $106,056 Acquisition of 9 Units - Iowa City $45,000 Acquisition of 9 Units-Iowa City $94,304 Acquisition of 9 Units-Iowa City $632,700 $106,056 Acquisition of 9 Units-Coralville $87,300 Rehab & Carrying Costs of 9 Units - Coralville $45,000 Acquisition of 9 Units-Coralville $394,344 Acquisition of 9 Units-Coralville $632,700 $63,270 Developer Fee $1,328,670 Project costs are based on applicant's experience of past acquisition and rehab projects. 2.) Project Cost Analysis PROJECT COST ANALYSIS Total avg. / unit 2 bdrm./unit Acquisition $1,080,000 $60,000 $60,000 Rehab. $171,000 $9,500 $9,500 Settlement Fees $10,800 $600 $600 Carrying Costs $3,600 $200 $200 Developer Fee $63,270 $3,515 $3,515 TOTAL PROJECT COSTS: $1,328,670 $73,815 $73,815 3.) Debt Service (a) Mercantile (a) Amount: $488,644 (a) Terms: (a) Payment $43,333 (c) Iowa City (c) Amount: $0 (c) Terms: (c)Payment $0 Amort. 7.50% (b) Iowa DED (b) Amount: 25 (b) Terms: (b) Payment $449,982 $14,999 0.00% Amort. 30 0.00% 0 11. requested for the proposed project. Funding Source and Type of Funds Iowa City CDBG (public) Iowa City HOME (public) State of Iowa HOME (public) Iowa Finance Authority (public) City of Iowa City - Tax Increment Financing (public) City of Iowa City - Tax Abatement or Exemption (public) Applicant Contribution of Equity (private) Private Lender Financing (private) Low Income Housing Tax Credits (private) Private Foundation(s) (private) Volunteer Labor and/or In-kind Donations (private) Other Private Resources (private): FHLB Please complete the table below showing the types and amounts of funding being Amount of Funding Requested $300,040 8449,982 8488,648 8 90,000 Total of. Private Funds Total of Public Funds TOTAL PROJECT FUNDING Number of Units Requested Public Subsidy Per Unit $ Total Cost Per Unit $ 578,648 (a) 750,022 (b) 1,328,670 (c> (sum of lines a and b) 18 41,668 (line b divided by line d) 73,815 (line c divided by line d) NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 18 The per unit public subsidy for this project allows GICHF to carry lower debt service on the rental units which allows GICHF to lower the rents to be affordable to working families at 40% AMI. 11 b. If partial funds are awarded, will the project/program continue? Yes X No If yes, at what level? The number of units will be adjusted to ensure financial feasibility. 12. 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. Local HOME Funds Requested $ 300,040 State HOME Funds Requested $ 449,982 $90,000 FHLB Affordable Housing Program Funds $1,800 legal and appraisal fee reduction $10,000 Realtor commission donation Available match from property tax exemption of match formula in HOME Program regulations) x .25 = $ 75,010 Local Match x .20 = $ 112,496 State Match approximately $221,000 (according to The State of Iowa figures the match value in difference between interest rate charged by GICHF by Mercantile Bank and the current market rate for market rate loans. Additionally, Mercantile Bank has waived the loan origination fee for GICHF mortgages. 13. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGWOME 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. GICHF, as a CHDO, is incorporated to provide affordable housing in Iowa City. It is the business of GICHF to maintain its units as affordable and GICHF's rental units will remain affordable for as long as GICHF owns them. The Board of Trustees supports the recording of deed restrictions to ensure at least a 40 year affordability term. It is the policy of GICHF to lower rent levels upon debt repayment to cover replacement, repair and operational costs. Current FMR 2 bedroom. = $567 Average market rent 2 bedroom. = $593 Proposed rent 2 bedroom. = $473 The net rent for the proposed rental rates is $402 with the $71 utility allowance, making the units affordable for a family of three at 40% AMI. 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 CDBGWOME funding. Date 1. July 1, 1999 2. April, 1999 3. October, 1999 4. October, 1999 5. January, 2000 6. January, 2000 7. February, 2000 8. February, 2000 to October, 2000 9. February, 2000 to December, 2000 10. March, 2000 to December, 2000 11. February, 2000 to January 2001 12. March, 2000 to March, 2001 13. June, 2000 to May, 2001 14.June, 2001 Description of Activity Beginning of City Fiscal Year and Project Start Date Secure funding from City of Iowa City Secure funding from Federal Home Loan Bank Secure preliminary approval of private financing Receive commitment of State HOME funds Sign funding agreement with City Sign funding agreement with State Identify properties, make purchase offers Purchase properties, execute mortgages Advertise for rehab bids, award rehab contracts Market units, screen tenant applicants Manage rehab activities, make progress payments Final inspections, secure rental permits, rent-up Project close-out 15. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget (include evidence of financial commitment(s) including terms and amounts). GICHF will administer the project. The budget includes a developer's fee of 5% of the total project cost. The developer's fee was derived from GICHF's past project experiences. A 5% developer fee is believed to be adequate to cover the cash flow needs for the administration of this project. Since its beginning in 1990, GICHF has received more than $6,400,000 in grants and loans to develop affordable housing, GICHF currently owns and manages 65 rental units, all of which are occupied by very low-income households. In addition to HOME and CDBG funds, GICHF has secured funds from FHLB via Mercantile Bank and is currently administering AHP funds for affordable rental housing. GICHF has received ESGP funds for the past three years to administer a revolving loan pool providing Security Deposit loans for low-income households. GICHF operates under a policy to increase the stock of affordable housing. Under this policy, after debt retirement of the Housing Fellowship's rental units, rents are set at operating and replacement reserve costs. The rental amount then will be within the affordable range of many very low-income households without rental subsidies. Key personnel for this project and their experience are as follows: Maryann Dennis, LISW, has been the Executive Director of GICHF since January, 1993. She has extensive experience in working with low-income families and the administration of federal and private funding sources. Ms. Dennis currently administers GICHF's CDBG, HOME, FHLB and ESGP contracts. Ms. Dennis is currently pursuing Certification as a Housing Development Finance Professional through the National Development Council. Patricia MacKay, Compliance Manager joined the GICHF staff in September, 1998. Ms. MacKay holds a degree in Civil Engineering. She has over eight years experience as the Section 8 Rental Housing Inspector for the City of Iowa City. Ms. MacKay's prestige and invaluable experience with Housing Quality Standards and low-income households greatly enhances the ability of GICHF's efficacy. Barbara Bailey, owner of Blue Moon Accounting is the contracted accountant. Ms. Bailey prepares all financial reports and balance sheets for the Board of Trustees. The financial statements of GICHF are audited, as per federal requirements each year. No significant findings have occurred as a result of the audits. GICHF will serve as the owner and manager. GICHF's exemplary property management and property upkeep practices, and tenant selection procedures result in tenant longevity. This project continues GICHF's innovative approach for meeting the housing needs for low-income households in Iowa City. The local government has expressed a concern regarding areas of concentration of 'low-income" housing in our community. By placing scattered site, affordable rental unit in service, from the existing market, GICHF avoids areas of concentration. Additionally, this method increases mixed-income neighborhoods with the addition of affordable units in market rate neighborhoods. The Board of Trustees serves as the governing body of GICHF. GICHF is a community-based non-profit organization that was created by concerned citizens representing several local congregations. The current membership of GICHF includes 15 congregations and four local Human Services Agencies. GICHF is an award winning organization and has received a Community Development Award from the City of Iowa City and the Governor's Volunteer Award from the State of Iowa. 16. Tell us why this project is needed (include information from market studies or other supporting documentation) and how it will fill a gap in the City's housing market. In addition, describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) According to CITY STEPS, "The emphasis in Iowa City's strategy is on housing, with six of the ten priority activities targeted at improving housing conditions or availability for lower-income or homeless households." The top two priorities of the STEPS plan are: the acquisition of land and/or construction of rental units; and rehabilitation of existing housing stock. In the Iowa City area the need for rental housing that is affordable is critical. 52% of the households in Iowa City have annual incomes of 80% or less of the MFI. Of Iowa City households with incomes of 0-30% of the median, 82% are cost-burdened. Of those slightly better off, with incomes between 31-50% of median, almost 70% are cost burdened. This project will potentially help to meet housing needs rated as high on Table IV. 1 on page 74 of City STEPS for small tenter households - households that are cost burdened and overcrowded. Households with incomes between 0-30% AMI and receive rental assistance are eligible for the proposed units. Rents ($473/month) for the 2 bedroom units are set to be affordable for households at 40% AMI having three members without the need for rental assistance. Table IV. 1 shows medium ratings for households with incomes between 31-50% that are cost burdened and overcrowded, There is also a need in Iowa City for rental units that are conducive to family living. Many rental units constructed in this area are configured for non-related student households. That is, units tend to have many bathrooms and bedrooms, small kitchens and limited common areas. The Housing Advisory Committee at GICHF has identified the need for units designed for family living as a priority. According to the Maxfield Study, limited housing options exist for households with incomes between 31-50% AMI. Most of these options apply to households at the upper end of this income range. For most low-income families, government assisted housing is the only viable option. An estimated additional 150 affordable units are currently needed for this population. Due to the enormous shortfall in the supply of housing geared towards very-low and low-income non-student households, rental housing with rents based on a household's ability to pay, will account for roughly 60% of the overall rental demand. 17. · Discuss your organization's policy for obtaining input from low income persons potentially benefiting or affected by the proposed project and your mechanism(s) for obtaining feedback once the project is completed. If applicant is a non-profit, please include evidence (such as minutes of a formal meeting) that the proposed project has the support of the organization's Board of Directors. As a CHDO, one third of the Board of Trustees represents the low-income community. Additionally, GICHF established the Housing Advisory Committee on March 9, 1992. The Committee serves in an advisory capacity to the Board of Trustees to the design, configuration, and management of affordable housing owned and managed by GICHF. Committee members include a current GICHF tenant, the Executive Director and the Board representative from the Neighborhood Centers of Johnson County. The Committee is most active during the planning stages of projects. The advice of the Committee is incorporated into decisions made by the Board during the planning and implementation of affordable housing projects. The Board of Trustees approved this request for funding at their meeting of January 11, 1999. Minutes from that meeting to reflect Board support are forthcoming. 18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing developments (variety of housing types and a mix of all income levels) please describe the target population this project is to serve and how the project will promote diversity. Also, please indicate the number of persons or households that will benefit from the proposed project by income category (see attached table for local Income Guidelines). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income TOTAL Percent LMI Circle Persons or Households persons or households (a) 18' persons or households (b) persons or households (c) persons or households (d) persons or households (e) 18 Persons or Households (f) 18 (lines (a + b + c) divided by line f) Tenant applicants that receive Section 8 Rental Assistance and have household incomes at or below 50% are eligible to rent the proposed units. Federal regulations prohibit denying tenancy to households because they receive assistance. 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. units to be rehabilitated). Second, please discuss how these outcome data will be met by the proposed project. · The primary objective of this proposal is to provide affordable housing (30% of income for housing costs) for households earning less than 50% of AMI as evidenced by the proposed rents. · Project rents are affordable to household sizes of 2-4 for two bedroom units. · The project will contribute to the preservation of Iowa City neighborhoods by substantially rehabilitating the acquired properties and upgrading 18 properties. · The project encourages mixed-income neighborhoods by placing affordable rental units in market rate neighborhoods. · A non-profit owner and recorded deed restrictions ensures long term affordability of the rental units. · The rental units will provide permanent, affordable housing for working households. · The project offers persons with low-incomes the opportunity to participate in the decision-making processes of a CHDO. · GICHF has the capacity to complete the project within the proposed time line. G') O: ~11 + + ~,.o__.;i ,,, rn ; '~ O~o:;oi -- °O Oz : lm': i I,~. ,~ ~,~ - i~, ,.., , ~, o;~, 0 C~ 0 I= .o. n~ G II s il II ITI o II 0 t- ,o. 7 + r- oz~: X--4 II <B O~ m~ ,. ~i ~o ' w w' 0~' 0 liltI );~' ',~ nl,.,C) -- ~ 1'~g r,?) + ;~O ::1 "~ < --I;;0 x ~ < ,_. 5' I1'1 N II i+ z + +.O O z ) 'oio x II --.I -rt~<-) x -< .,,,< Z 00~00 0 ,,a z r- -- ,m,< Z Z ~0~0~ ~~bb 000000 0 0 0 I 0 IX~ 010 0 0 0 CITY OF I0 WA CITY FTO0 CDBG and HOME FUNDING RE~)UE.,S'r FOR ALL HOUSING MRO..1ECTS" ! JAN 79 199~ .,' ! -'-,--- i · , , ~,~ ~,_ ,, Project Name: Housing Rehabilitation Type of Project: Single - Family Owner Occupied Housing Rehabilitation GENERAL INFORMATION Lead Applicant Name: City of Iowa City Housing Rehabilitation Applicant Address: 410 E. Washington St; Iowa City Contact Person: Pam Barnes Title: Housing Rehab Officer Phone Number: 356-5128 Fax Number: 356-5009 E-mail Address: pam_bames~iowa-city.org pambL~i)blue.weeg.uiowa.edu Secondary Applicant (if applicable) Applicant Address Contact Person: David Powers,Housing Rehab Asst; Liz Osbome, Program Asst. Phone Number: David-356-5233, Liz-356-5246 Fax Number: 356-5009 E-mail Address: david~powers~iowa-city.org liz_osborne~iowa-city.org e Type of Applicant (check one): Community Housing Development Organization Private non-profit organization Private for-profit, individual or partnership applicant X Public Organization 4. Federal Tax Identification Number: 42-6004805 e Amount of Funds Requested HOME $ grant $ CDBG $ 100,000 grant $ 200,000 SUB-TOTAL $ grant $ TOTAL REQUEST $ 300,000 If a loan is requested, please indicate the applicable loan terms: Principal and interest (amortized loan) X Principal and no interest (amortized loan) X Principal and a balloon payment Conditional Occupancy Loan (future repayment) X__ Declining Balance Lien (forgiven over time) X Other: (explain) Io8rl IoBrl Io8/1 Years 3to 15 3to 15 Life Of Occupant 10 m Provide a brief description of the proposed project (please limit response to this space). The Housing Rehabilitation Program of the City of Iowa City has, since 1977, provided low and moderate income homeowners assistance in maintaining the livability of their dwellings and in preserving equity that accrued to their investment. In so doing, the program has helped the community to preserve its stock of affordable housing and to protect the quality of life in its neighborhoods. Assistance is provided to conventional and manufactured homeowners in the form of loans for them to effect comprehensive rehabilitation, emergency repair, exterior refurbishment, safe removal of lead-based paint, and special accessibility to their homes. Depending upon the qualification and financial means of the recipients, the loans against the property are repaid in regular monthly installments or in a lump sum payment when the property is sold. 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 Received FY97 (July, 96 - June, 97) FY98 (July, 97 -June, 98) FY99 (July, 98 - June, 99) 7b. Budgeted Amount Amount Expended (to date) 305,400 141,600(96) 305,400 141,600(96) 373,000 88,000(97) 293,000 * 76,000(97) 304,000 70,000(98) -0- -0- * Projects that ha~e been approved, but not yet expended funding are not included within this total. Does the proposed project pay property taxes? Yes X No __ If property taxes are not paid, does the proposed project make a Payment In Lieu of Taxes? Yes __ No __ If "yes", what is the percent of full taxes paid? % and amount paid $ The recipients of this proposed project pay property taxes on their homes. During the 98 fiscal year, the properties that received assistance had a combined taxable value of $1,010,770.O0. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). The City of Iowa City's Housing Rehabilitation Program strives to preserve Iowa City's affordable housing stock by rescuing homes from a state of dilapidation and preventing older homes from becoming run down and unfit to live in. By preserving the existing housing stock, the Rehab program is maintaining the ability for first time, and low to moderate income homebuyers to own homes in Iowa City. One of the most valuable aspects of the program is improving the living conditions of low and moderate income homeowners. By bringing peoples' homes into compliance with the City housing code, and modifying the homes of the elderly and disabled to better meet their needs, the Rehab program enables people to live comfortably and safely in their homes. The Rehab program actively works to increase knowledge of housing issues such as lead poisoning, carbon monoxide, radon and fire prevention through contact with our clients as well as meetings and promotions with the general public. The Rehab program also is constantly working with local contractors to expand the pool of experienced, qualified professionals who work to maintain, rehab and remodel older homes in Iowa City. Describe in detail the project location, address(es), (provide maps and/or drawings), type of project (new construction, acquisition, rehab, tenant based rent assistance or downpayment assistance), total number of units and number of units assisted with public funds. The type of program we are requesting funds for is Housing Rehabilitation. This proposed program will provide financial assistance to low to moderate income home owners that are located within Iowa City with their home repairs. Homes that receive assistance are typically over 30 years old. Approximately 28 homes will be assisted with the funding requested within the following programs. Comprehensive Rehabilitation: Under this program the entire home is evaluated for deficiencies. This includes electrical, plumbing, heating, roofing and foundation. The minimum standard used for evaluation is the Iowa City Housing Code. The maximum assistance available is 930,000 and projects may be funded with both CDBG and HOME funds. Approximately 4 projects will be funded through this request. Emergency Repair: A homeowner may be eligible for up to 96,000 of CDBG funds for repair of life threatening problems associated with their home. This could include failed water heaters and furnaces, leaking roofs and electrical problems. Making homes lead safe for small children would fall within this criteria. Approximately 6 projects could receive assistance. Exterior Repair: This program could provide up to 915,000 of CDBG funds for exterior repairs. This could include exterior siding, roof, windows and doors and concrete work. Any needed repair to the exterior could be eligible. Approximately 6 projects could receive assistance. Residential Accessibility: This program funds exterior and interior projects for both owner occupied and rental units with CDBG funds. Some typical projects may include ramps, bathroom modifications, kitchen modifications, or door widening. Our office has recently received an increase in applicants requesting this type of assistance. We hope to increase our budget for this program to possibly focus on Units near the downtown area. Approximately 5 projects will receive assistance. Manufactured Home Repair: This program can provide up to 96,000 of CDBG funds to make life safety repairs on manufactured homes. This 96,000 limit is over the lifetime of the owner and or home. Repairs are limited to life safety items such as the furnace, water heater, and plumbing, electrical and exit doors. Approximately 7 projects will receive assistance. 10.Please detail a complete budget including the proposed sources and uses of funds for the project. Include all other funding requested for the proposed project to be completed (e.g. infrastructure improvements). Where possible please provide third party documentation for project costs. Each rehab project is surveyed and work lists are prepared. The work lists are reviewed and approved by the Rehab Review Board for reasonableness and cost. 11. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds Iowa City CDBG (public) Iowa City HOME (public) State of Iowa HOME (public) Iowa Finance Authority (public) City of Iowa City - Tax Increment Financing (public) City of Iowa City - Tax Abatement or Exemption (public) Applicant Contribution of Equity (private) Private Lender Financing (private) Low Income Housing Tax Credits (private) Private Foundation(s) (private) Volunteer Labor and/or In-kind Donations (private) Other Private Resources (private) Amount of Funding Requested ~300,000 ~;7,500 tHomeowner contributions) $500- $5,000 ~ 120,000 Federal Home Loan Bank Total of Private Funds Total of Public Funds TOTAL PROJECT FUNDING Number of Units Requested Public Subsidy Per Unit Total Cost Per Unit NUMBER of UNITS ASSISTED WITH CDBG FUNDS 128,000 (a) 300,000 (b) 428,000 (c) {sum of lines a and b) 52 (28 CDBG + 24 Federal Home Loan Bank monies) 10,714 8,231 (line c divided by line d) 28 11b. 12, If partial funds are awarded, will the project/program continue7 If yes, at what level? Yes X No If partial funds were awarded this program would continue, however it would be at a substantially reduced level. Over the last three years the average number of projects completed is 38. If funding is reduced, the total projects completed could possibly be reduced to 18. Because of a surplus of funds, this year's request is 40% less then last years. This surplus is due to staff time diverted in providing technical assistance to the Evert Conner Center to implement their Accessibility Program, four large projects falling through, and managing a relocation project for the Public Works Department. 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. Local HOME Funds Requested $ N/A State HOME Funds Requested $ N/A x .25 = $ N/A Local Match x .20 = $ N/A State Match 13, To help promote the efficient use of federal, state and local funding please describe how the project will maintain Ionger-term.(in excess of CDBGWOME 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 project's five programs will use the requested funding to assist low and moderate income homeowners. Due to the high cost of housing, the rehabilitation and maintenance of existing housing is one of the most cost-effective and efficient means of ensuring a safe, decent housing stock. By assisting the homeowners, these programs allow people to remain in their homes, play a role in stabilizing neighborhoods and helps expand the City's property tax base. The rehabilitation programs help to ensure the health and safety of all homeowners. The Rehab office maintains a waiting list of eligible, low and moderate income homeowners whose homes are in need of some type of rehabilitation. Between 40 to 50 households may be on the list at any given time. Over the last five years nearly all of the rehabilitation projects have targeted homeowners. The Rehab program serves residents on a citywide basis and distribute its funding via individual income. The majority of these funds are in the form of a loan and will eventually be repaid to the City for future use. When funds are repaid, they are rolled back into the general CDBG program. Total program income for FY98 was 866,811.17 and so far for FY99 it is $86,211.26. 14. 15. 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~HOME funding. Date July 1, 1999 Description of Activity Beginning of City Fiscal Year and Project Start Date Funding expenditures will start July 1, 1999 and continue through June 30, 2000. Due to the nature of this project, the funds will at least be committed by the end of the fiscal year. A booth at the Home Show (April 9 - 11, 1999) will be set up to promote the project's five programs. Advertising will be done in April 1999 through the local media and the City's newsletters (utility bills). In May 1999 a direct mailing will be made to targeted neighborhoods. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget (include evidence of financial commitment(s) including terms and amounts). The rehabilitation office staff of 2.5 FTE has over twenty-five years of competent, resourceful and dedicated experience in serving low and moderate income homeowners. With the responsibility for the administration of the five rehabilitation programs that are funded through CDBG and HOME monies, the staff prepares specifications, bid documents, loan papers, legal documents for recording, project and construction management, and all necessary reports required by HUD. In order to better inform homeowners of the five programs that the rehab office has to offer, a video has been developed to be shown at numerous settings, including the local government TV channel. The rehabilitation office applied for and received Federal Home Loan funds in the amount of ~ 120,000 in September of 1998. A total of twenty-four exterior, emergency or accessibility projects are targeted with the funds being committed by September of 1999. Tell us why this project is needed (include information from market studies or other supporting documentation) and how it will fill a gap in the City's housing market. In addition, describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) According to the Iowa City Area Association of Realtors, the average selling price of homes in Johnson County is ~123,018.00. This figure makes purchasing a new home difficult for low and moderate income households. It also makes it vitally important to preserve the lower cost homes that are available in the area. Maintaining this pool of lower cost, older homes in a safe and livable condition is the goal of the City of Iowa City Housing Rehabilitation Program. All homes need to be maintained and updated as they age. Roofs, electrical and plumbing systems, heating systems, windows and doors all have finite life spans and must be maintained and replaced. Households that earn below 80% of median income often lack the disposable income required to make these major repairs. The Housing Rehab Program has been assisting low to moderate income households for 22 years. In FY98, the Rehab Program assisted 28 households with repairs to their homes. Twenty-seven of these were single family owner occupied homes. The twenty- eighth was a residential accessibility project on a housing cooperative to make the home accessible to persons with physical disabilities. The average median income for the twenty-seven owner occupied homes was 43%. The average age of the manufactured homes we assisted was 25 years old and for conventionally built homes it was 62 years. CITY STEPS gives a HIGH priority to assisting households that have physical defects and incomes at or below 50% of median and a MEDIUM priority for households with incomes between 51% and 80 % of median income. Of the homes assisted in FY98, sixteen were at or below 50% of median and eleven were between 51% and 80% of median. There are twenty-eight households below 50% of median and fifteen between 51% and 80% currently on the waiting list. In the last year, we have observed a trend in our applications towards more moderate income families and persons with disabilities. The Maxfield Housing Market Analysis recommends in the Short Term Development Concepts that funding should be secured "to ensure that the existing housing for low- income residents is retained." The City Council approved the expansion of the Rehab Program as a strategy of the Community Housing Forum. Housing Needs: Owner/Physical Defects Priority Need 0-30% High 31-50% High 51-80% Medium Priority Need Level (High, Medium or Low) 17. Discuss your organization's policy for obtaining input from low income persons potentially benefiting or affected by the proposed project and your mechanism(s) for obtaining feedback once the project is completed. If applicant is a non-profit, please include evidence (such as minutes of a formal meeting) that the proposed project has the support of the organization's Board of Directors. Since the Housing Rehabilitation program was established in 1977, it has had a history of acquiring feedback from the general public. Various ways have been used to obtain citizen input. Mailings are sent to target neighborhoods promoting the program and asking for input, Several times a year, notices are put in the CITYNEWS and in neighborhood newsletters. The Housing Rehabilitation office has had a good working relationship with other housing and human services agencies within Iowa City. Referrals are received or made to the Elderly Services Agency, Crisis Center, and the Evert Conner Rights and Resources Center for Independent Living Another opportunity for citizen input is the daily contact staff has with citizens. This valuable contact occurs either when staff is in the office or makes a home visit. Also, many clients call in for information about the various programs. The contractors who participate in the program become another resource for public input and feedback. The contractor workshop that was held last year (02/23/98) provided an educational opportunity for contractors and staff to learn about lead paint. 18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing developments (variety of housing types and a mix of all income levels) please describe the target population this project is to serve and how the project will promote diversity. Also, please indicate the number of persons or households that will benefit from the proposed project by income category (see attached table for local Income Guidelines). Number between 0 - 30% median income 9 Number between 31 - 50% median income 11 Number between 51 -80% median income 8 Number between 80 - 100% median income '- Number over 100% median income -- TOTAL 28 Percent LMI 100% Circle Persons or Households households (a) households (b) households persons or households (d) persons or households (e) Households (lines (a + b + c) divided by line 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. units to be rehabilitated). Second, please discuss how these outcome data will be met by the proposed project. 1. The outcome data or key elements this project is working towards: Assist 28 low to moderate-income households with their housing repairs. How outcome data will be met by this proposed project: a. Social Service agencies regularly make referrals of low-income applicants to this program. The Housing Rehabilitation Program systematically does outreach. The Housing Rehabilitation office has between 40 - EO eligible applicants at any time on the waiting list. DUE January 19, 1999 by 12:00 NOON City of Iowa City Department of Planning and Community Development 410 E. Washington Street (319) 356-5230 BUDGET BREAKDOWN EXPENSE CATEGORY HOME Comprehensive Rehab. HOME Project Delivery CDBG Comprehensive CDBG Exterior Repair CDBG Residential Accessibility CDBG Emergency Repair CDBG Mobile Home Repair CDBG Small Business Assist. CDBG Architectural Salvage CDBG Project Delivery CDBG Program Administration TOTALS TYPE HOME & LIST CDBG OTHER SOURCE FUNDS FUNDS OF OTHER IN-KIND CASH FUNDS $-0- N/A $-0- N/A $100,000 N/A $30,000 N/A $40,000 N/A $18,000 N/A $15,000 N/A $3,000 N/A $2,000 $2,000 Fdends of X Histodc Preservation $2,000 N/A $62,000 $30,0OO $300,OOO STATUS ANTIC. COMM. X :oare~,ao'~break4~wn.i:xtg / CITY OF I0 ilia CITY FYO0 CDBG and HOME FUNDING REQUEST FOR ALL HOUSING PROJECTS "" Project Name: MUSCATINE AVENUE " Type of Project: TRANSITIONAL HOUSING (Property Acquisition) GENERAL INFORMATION Lead Applicant Name: Hawkeve Area Community Action Pro.clram Applicant Address: 2007 Waterfront Ddve Contact Person Allan L. Axeen Title CAP Pro.clramslHousina Director Gloda Witzber.qer Johnson County Coordinator Phone Number 319-337-5765 Fax Number 319-337-5831 E-mail Address ;Igrj66a~.prodigv,com e Secondary Applicant (if applicable) Applicant Address Contact Person Phone Number E-mail Address Title Fax Number Type of Applicant (check one): X Community Housing Development Organization Private non-profit organization Private for-pror~ individual or partnership applicant Public Organization Federal Tax Identification Number: 42~898405 Amount of Funds Requested HOME $ grant $ CDBG $ 190,000 grant $ SUB-TOTAL $ fgO, O00 grant $ TOTAL REQUEST $ fgO, O00 If a loan is requested, please indicate the applicable loan tarms: Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) loan loan loan Years Other: (explain) 6. Provide a brief description of the proposed project (please limit response to this space). The Muscatine Avenue acquisition is to provide Transitional Housing to families that meet the HUD definition for Homelessness or those families identified through the Head Start program, the FaDDS program, or a suitable local agency that finds a family living in an unsafe or dangerous situation. The program would incorporate the offer of housing with the services of a HACAP Family Support Worker, HACAP's Employment and Supportive Employment programs, and HACAP's Case Management System. Family Support is based on the belief that: Families are empowered when they have access to information and other resources and take action to improve the well-being of their children, their family, and their community. The monies would be used for the acquisition and associated costs and any rehabilitation needs for the two four-plexes owned by the City of Iowa City located at 2721 and 2727 Muscatine Avenue, The monies represents one half of the purchase pdce with the balance provided by a grant from HUD awarded in December of 1998, 7. 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 Received FY97 (July, 96- June, 97) FY98 (July, 97 - June, 98) FY99 (July, 98 - June, 99) Budgeted Amount Amount Expended (to date) $10,000 $10,000 $ 4,886 $ 4,886 $12,387 $ 0 7b. Does the proposed project pay property taxes? Yes ~ No X If property taxes are not paid, does the proposed project make a Payment In Lieu of Taxes? Yes X No __ If "yes", what is the percent of full taxes paid? % and amount paid $ (To Be Negotiated) 8. 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 SecUon 8 rental assistance or level of subsidized rent compared to market ratas). The Muscatine Avenue project would preserve the existing use of the two four-plex units as affordable housing in Iowa City. The project will bdng into the community an amount equal to the purchase price plus any rehabilitation costs to be spent on expanding the base of affordable housing in Iowa City. The goal would be to admit eighty percent (80%) of applicants from the 0 to 30% of Median Family Income (MFI) category and admit twenty percent (20%) of the applicants from the 31% to 50% MFI category. The two year program combines housing with services of a Family Support Worker to promote, empower, and nurture the family to define and use their strength to become self-sufficient. Residents pay thirty percent (30%) of their income for rent. No section 8 or other subsidies are paid to the project. Yearly goals are: 1 ) Fifty percent (50%) of the participants will obtain permanent housing upon leaving the program. 2 2) Twenty-five percent (25%) will attend high school, obtain a GED, or attend college or some post secondary program. 3) Sixty five percent (65%) will obtain an income that is not welfare payments or in addition to welfare payments within the next twelve months. 4) All (100%) of the participants will be offered family support and case management services and will meet to set short and long term goals, practice money management, learn household management and other life skills. 9. Describe in detail the project location, address(es), (provide maps and/or drawings), type of project (new construction, acquisition, rehab, tanant based rent assistance or downpayment assistance), total number of units and number of units assisted with public funds. The Muscatine Avenue project is the two four-plexes owned by the Iowa City Public Housing Authority. The units are located at 2721 Muscatine and 2727 Muscatine Avenue in Iowa City. The grant is for a fifty percent (50%) match of funds from The HUD Continuum of Care Grant to cover the acquisition and any rehabilitation costs for the project. Maps and pictures are attached. 10. Please detail a complete budget including the proposed sources and uses of funds for the project. Include all other funding requested for the proposed project to be completed (e.g. infrastructure improvements). Where possible please provide third party documentaUon for project costs. See attached budget 11. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds Iowa City CDBG (public) Iowa City HOME (public) State of Iowa HOME (public) Iowa Finance Authority (public) City of Iowa City - Tax Increment Financing (public) City of Iowa City - Tax Abatement or Exemption (public) Applicant Contribution of Equity (private) HUD "Continuum of Care" Statewide Award Low Income Housing Tax Credits (private) Pdvate Foundation(s) (private) Volunteer Labor and/or In-kind Donations (private) Amount of Funding Requested $190,000.00 $190,000.00 Other Private Resources (private) Total of Private Funds Total of Public Funds $ $ 380,000.00 (8) (b) TOTAL PROJECT FUNDING $ Number of Units $ Requested Public Subsidy Per Unit $ Total Cost Per Unit $ 380,000.00 8 47,500.00 47,000.00 NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 8 (c) (sum of lines a and b) (d) (line b divided by line d) (line c divided by line d) 11 b. If partial funds are awarded, will be project/program continue? Yes X No If yes, at what level? The Muscatine Avenue project could proceed contingent on our ability to secure other sources of capital funding for acquisition of the project. The number of units for this project would have to stay at eight. HACAP is committing match funds to this project to co-fund the HUD expenditures for Operations and Support costs. HACAP will also be expanding the Case Management program in Johnson County to reflect the need to integrate services on a wider level. 12. Program regulations require a 25% match for HOME fundin~l only. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. ff the proposed project is requesting HOME funds from the State of Iowa please describe how the 13roiect will meet this matching requirement without the use of City funds. Local HOME Funds Requested $ State HOME Funds Requested $ x .25 = $ Local Match x .20 = $ State Match No Home Funding in this grant. 13. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-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 exisUng rental market. HACAP is by definition committed to the preservation and the advocacy for affordable housing. HACAP is committed to maintaining the affordability of these units past any contracted affordability requirements. The Muscatine Avenue project is a transitional housing program designed to move people from destabilized and dangerous lining situations to self-sufficiency. The program is a two year program combined with family counseling and associated services. The tenant pays thirty percent (30%) of their income for rent. If their income would rise to exceed the Iowa City Fair Market Rent then the excess collected would be held with their deposit and returned when they have completed the two year program or have left the program. The money is not part of their deposit and is automatically refunded in full. 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 Droject aqreement for the use of CDBG~HOME fundine. Date July 1, 1999 Description of Activity Beginning of City Fiscal Year and Project Start Date July 1, Sept. 1, Oct. 1, Nov. 1, Jan. 1, 1999 1999 1999 1999 1999 Meetings with existing tenants. Iowa City Public Housing Authority notifications. Iowa City Public Housing Authority submits proposal to HUD concerning the disposal of property. Appraisals of property. All contracts and offers are drawn up that spell out the responsibilities and relationships with HACAP and the City of Iowa City. Final financing figures and methods of financing agreed to. Items that need final action by City Council are presented. HACAP takes possession of the Muscatine Avenue property. 15. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established Umetable and budget (include evidence of financial commitment(s) including terms and amounts). HACAP is a tax exempt non-profit Community Action Agency incorporated in 1965 and a Community Housing Development Organization (CHDO). It provides programs and services to low Income families to assist them in achieving and maintaining self-sufficiency in a six county area around Cedar Rapids and Iowa City. Major program delivery is in the areas of Children's Services, Housing, Nutrition, and Energy. HACAP has been a HUD approved counseling agency since 1974. It offers a Mortgage Foreclosure Prevention Program and Reverse Mortgage counseling. In total HACAP administers and operates forty different programs with an annual budget of about fourteen million dollars. HACAP began Transitional Housing Programs in 1987 and now offers these services in four counties. 16. Tell us why this project is needed (include information from market studies or other supporting documentation) and how it will fill a gap in the City's housing market. In addition, describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Please specify be applicable priorfly need and priority need level, as shown on pages 74-76 in CITY STEPS) The Executive Summary of CITY STEPS states that: "the goal of CITY STEPS is to encourage and support families and individuals in achieving their highest degree of self-sufficiency." The Executive Summary goes on to list the four main areas of need as follows: 1 ) Housing that is decent and affordable., 2) Homeless facilities and services, 3)Public facilities and services, and 4) Economic development. The chart on page 74 of CITY STEPS documents the needs, at the time of this report, in housing for the families below 50% of the Iowa City median family income. Under "Homeless Needs" transitional housing was the only area to score a "High Need "in all income categories. A five year study by the National Resource Center for Family7 Centered Practice at the University family entering HACAP 31% reported being hospitalized for psychological/emotional problems 34% reported moving around a lot as a child 44% reported growing up in a family with a heavy ddnker 35% reported living away from family more than six months while growing up 32% have a chronic medical problem that continues to interfere with their life 39%j 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 up of Iowa shows the following characteristics for a head of a homeless Transitional Housing. >, 41% reported being treated for psychological/emotional problems These statistics emphasize the broad range of needs for homeless families in our community. The needs surrounding the areas above correlate with the High Needs under the category of "Public Service Needs" listed on page 75 of City Steps. It also illustrates how fragile the family structure of a homeless family is when they enter HACAP's Transitional Housing. The chart on the next page quantifies the waiting list for all of HACAP's Transitional Housing Programs. This is the report turned in to the State of Iowa for the Community Service Block Grant reports. This report is for the fiscal Year Ending June 30, 1998. In the 263 families on the waiting list neady two thirds are children under the age of eighteen. The largest group of children are under the age of five. This underscores the absolute need to deal effectively with these homeless families. The provision of housing along with the efforts of the Family Support Counselor are used to strengthen the family as a unit and help them become good housing consumers. The two year program has an over all goal to raise the family to self-sufficiency and build on the existing strengths in the family to overcome barriers to self-sufficiency. Dudng this process life skills and other shorter term goals are worked on that increase the family awareness of being a good housing consumer. Housing Need Renter/Sm Family/Cost Burden> 30% RenterlSm Family/Cost Burden> 50% Renter/Sm Family/Overcrowded Homeless Needs Outreach Assessment Transitional Shelters Income Level (Median Family Income) 0-30% 31-50% 51-80% H M H M H M Family Individual W/Special Needs M M M H H H Public Service Needs Substance Abuse Services Employment Training Fair Housing Activities Tenant/Landlord Counseling Child Care Services Other Public Service Needs Priority Need Level H H H H H H ( H = High M = Medium L = Low N = No Such Need ) SOURCE: CITY STEPS Iowa City Consolidated Plan 17. Discuss your organization's policy for obtaining input from low income persons poten- tially benef'ffing or affected by the proposed project and your mechanism(s) for obtain- ing feedback once the project is completed. If applicant is a non-prof~ please include evidence (such as minutes of a formal meeting) that the proposed project has the support of the organization's Board of Directors. HACAP has always stdved to include low income representation on all boards and commissions. The HACAP Board of Directors requires that the Board have equal representation from the Public Sector, Private Sector, and Low Income representatives. This is carried down to county Commissions and po01icy councils as a goal. The Johnson County Commission recruits from housing participants, Head Start parents, and other recipient populations. The Transitional Housing programs have monthly meetings for life skills, parenting, budgeting, and consumer education. These meetings provide an avenue for feedback and group problem solving. The Family Support Cumulative Waiting List Fy 7/1197 to 6/30/98 Month - June 98' (1). Households on waiting list: 263 (2). Individuals on waiting list: 798 Household Type (Households) Age Group (Individuals) (3). 154 Single female w/children (4), 10 Single male w/children (5). 63 Two adult w/children (6). 25 Single female (7). 0 single male (8). 11 Two adults w/no children (9). 0 Other (10). 297 0 - 5 (11), 130 6-11 (12). 38 12 - 17 (13). 97 18 - 23 (14). 228 24 - 44 (15). 8 45 - 54 (16). 0 55 - 59 (17). 0 60 or over 37 % 16% 4% 57 % 18 & under Type of Unit Needed (Households) Living Conditions (Individuals) (18) 0 Room (19) 37 Efficiency (20) 64 1 Bedroom (21) 121 2 Bedroom (22) 38 3 Bedroom (23) 3 4 Bedroom or more (24). 10 Living on the Street (25). 13 Abandoned building, house, tent, car (26). 251 Free emergency shelter (27). 0 Fee charged mission/YM-YVVCA, etc. (28). 258 Living free with friends, relatives, etc. (29). 4 Sharing Housing (30). 105 Independent Room/Apartment (31). 156 Renting house (32), I Buying or own home (33). 0 Other (Description must be attached) Level of Household Income (Households) Primary Income Source (Households) (34) 252 0% to 75% of Poverty (35) 10 76% to 100% of Poverty (36) 1 101% to 125% of Poverty (37) 0 126% to 150% of Poverty (38) 0 151% of Poverty & above 0 Not Available (39). 75 ADC (40). 7 SSA/SSI (41). 0 Pension (42). t07 Work (43). 6 Other (44). 68 None EthnicitylRace (Individuals) Gender (Individuals) Disability (Individuals) (45) 524 White (46) 217 Black (47) 24 Hispanic (48) 0 Native American (49) 4 Asian (50) 29 Other (51). 493 Female (52). 305 Male (53). 10 Disabled Workers run these meetings. All staff decisions regarding occupancy have an internal HACAP review process in addition to requirements under Iowa :Landlord/Tenant Laws. 18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing developments (variety of housing types and a mix of all income levels) please describe the target population this project is to serve and how the project will promote diversity. Also, please indicate the number of persons or households that will benefit from the proposed project by income category (see attached table for local Income Guidelines). Number between 0 - 30% median income 6 Number between 31 - 50% median income __2__ Number between 51 - 80% median income Number between 80-100% median income Number over 100% median income TOTAL 8 Percent LMI 100% Circle Persons or Households persons or households (a) persons or households (b) persons or households (c) persons or households (d) persons or households (e) Persons or Households (f) (lines (a+b+c) divided by line f) 19. As accurately as possible please describe how outcome date indicates that the project objectives can be met, First, describe the outcome date or key elements the project is working towards (e.g. units to be rehabilitated). Second, please discuss how these outcome date will be met by the proposed project, The performance outline to complete the transaction is the same outline developed when HACAP purchased the eighteen units at 1926 Broadway and 1946 Broadway. The actual closing on the property occurred in February so having a goal of January 1,2000 is achievable. This date would also coincide with our program budget year and make planning for the year more rational. Some preliminary actions could be taken before July I that did not incur costs that are reimbursable. The overriding foal of the program is always to seek to promote, empower, and nurture the family to define and use their strengths to become self-sufficient. The performance goals for the year are as follows: > Fifty percent (50%) of the participants will obtain permanent housing upon leaving the program. > Twenty five percent (25%) will attend high school, obtain a GED, or attend college or some other post secondary program. > Sixty five percent (65%) will obtain an income that is not welfare payments or an addition to welfare payments within the next twelve months. > All (100%) of the participants will be offered family support and case management services and will meet to set short and long term goals, practice money management, learn household management and other life skills. A five year study of HACAP Transitional Housing Families performed by the National Resource Center for Family Centered Practice at the University of Iowa surveyed 217 former housing residents. At the time of departure from the program eighty six percent (86%) had secure housing. Sixty six percent (66%) secured their own housing, sixteen percent (16%) moved in with relatives, and four percent (4%) moved into other living arrangements (e.g., residential treatment programs). Fourteen percent (14%) did not respond. The median income for families at the time they left the program was $680 per month compared to $400 per month upon entedng the program. For those who successfully completed the program, income rose to a median of $972 per month at program termination. Former residents are encouraged to return if they feel that they are experiencing problems. Short term goals and staff performance are monitored monthly by the Johnson County HACAP Commission. The Board of Directors meets monthly and receives monthly Commission reports from the County Commission. ASSURANCES: As a recipient of CDBG funds, and as a duly authorized representative, I certify that this organization: Will use funds to supplement and extend existing resources for the purpose outlined in the application. Is a not-for-profit organization. Practices non-discrimination in accordance with all applicable Will provide all reports to the City of Iowa City as required, and Will expend monies only on eligible costs and keep documentation of all expenditures. (DATE) A HFLP UP, NOT A HAND OUT P.O. Box 789 Cedar Rapids, Iowa 52406 (319) 366-7631 October 30, 199g To Whom It May Conccn~ In my absence, I ~ive Joyoe Finn psrmission m sign all gzanX actinns and reports on behalfof Hawk~e Area C. xnnmunity Action Agency, Inc. (HACAP). This authorization shall exlvite Oct. obsr ~0, 1999. W. T'nnothy Filzgenld President HACAP Board of Directors An Equal Opportunity Agency HAWKEYE AREA COMMUNITY ACTION PROGRAM A Member ASency of the United Way e4~ oe~t~o OFFICE OF THE ASSISTANT SECRETARY FOR COMMUNITY/N, ANNING ANO OEVELOPMENT U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WASHINGTON, D,C, 20410-7000 December 23, 1998 Mr. Don Maniccia Executive Director Hawkeye Area Community Action Program, Inc. P.O. Box 789 Cedar Rapids, IA 52406-0789 Dear Mr. Maniccia: Subject: Muscatine Avenue Transitional Housing Project Number: IA26B801003 Congratulations. I am delighted to inform you that the homeless assistance application your organization submitted has been selected for funding in the amount of $441,262. President Clinton and Secretary Cuomo have made the fight against homelessness a priority. The $700 million we are awarding nationally through this year's homeless assistance competition is the result of that effort. These awards respond to local, comprehensive planning efforts and are designed to help homeless individuals and families move to self sufficiency and permanent housing. Four years ago, the Department of Housing and Urban Development CHUD) forged a new policy called a Continuum of Care that rewards communities that work together to coordinate housing programs for homeless persons. We are very pleased by tb.e impressive community-wide planning efforts evident in this year's applications. However, despite the increased funding available, HUD is only able to fund a portion of the project requests. You should be proud that this project, identified as a priority by your community, has been selected. You will be receiving a letter from your local HUD Field Office providing more information about ~nalizing your grant award. Congratulations again on your award. We are counting on you to use these precious resources effectively. Sincerely, Cardell Cooper Assistant Secretary ,~, . :..: ..,.... ,., ! ] 8 8 J~8 88 I IS NI~NVBJ G~T ST IS HS~ ~ IS 99~GN~B ~ ~AV M~!ABI~ PINE ST ~ SPRUCE ST IO 993~O0 > IS NBOBB~Q 3AV H~ ~ m~ ~ 9AV H~ z 0 3AV HI9 ~ ~ ~o IS Hlg 3AV HI~ COURT ST PL 1~ 3OVM :UPEND AVE ~ IS 3BINO~ BAY ~3 lB ~ ~ CREB~ AVE ~UR~ ~ u~w ST :' SOU~WN DR ~ ~ .-'~ ,~ z ~<~ .... ~~ ~ ~ V~ NBLVD m ~ ~ Z m ~O B~H~ c ~ ~. ~ z ~C ~I~A ~ 19 NOBBBIBd o ~B ~OOB CITY OF IOWA CITY FYO0 CDBG and HOME FUNDING REQUEST FOR ALL HOUSI'grG Project Name: Type of Project: GENERAL INFORMATION 1. Lead Applicant Name Applicant Address Contact Person Phone Number E-mail Address The Coldren Comprehensive Plan for Energy Enhancement Rehablitation and Preservation The Coldren Retirement Residence 602 Clark Street, Iowa City, Iowa 52240 Sherrie Panther Title Secretary, Board of Trustees 337-4514 Fax Number 353-8861 s herrie-panther(~uiowa.edu Secondary Applicant (if applicable) Applicant Address Contact Person Phone Number E-mail Address Title Fax N u m b e r Type of Applicant (check one): Com m unity Housing Development Organization x Private non-profit organization Private for-profit, individual or partnership applicant Public Organization Federal Tax Identification Num be r: 42-0752644 Amount of Funds Requested HOME $ grant $ CD!3G $ grant $ 6,000.00 SUB-TOTAL $ grants 6,000.00 TOTAL REQUEST $ 6,000.00 loan loan loan If a loan is requested, please indicate the applicable loan terms: Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) Other: (explain) Years x 6 Provide a brief description of the proposed project (please limit response to this space~ The project will address four major areas of need: 1) replacement of the boiler and water conditioner with high-efficiency appliances; 2) reinforcement and repair of basement walls; 3) construction of a new ramp to meet ADA standards; and 4) installation of new storm windows, basement door, and window-well covers. The boiler is a constant source of concern during cold weather. In May, 1997, during routine boiler maintenance, Moore Wiring Service cautioned that the boiler was very old and should be replaced. The basement wall under the kitchen is cracked and deteriorating with loss of stone and mortar. This wall supports the original house as well as the floor joists for a later addition to the house. The ramp adjacent to this wall is deteriorating which allows water to leak into the basement. Because the elderly residents of the Coldren Residence require even, warm temperatures for health and comfort, and because of the age of the facility, utility costs are a huge consideration in its operation. Completion of this project will ensure that the building is as secure and energy efficient as possible, thus reducing operating costs and thereby making the facility more affordable and comfortable for its residents. 7b. 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 f to June 30) None. Does the proposed project pay property taxes? Yes __ No x If property taxes are not paid, does the proposed project make a Payment In Lieu of Taxes? Yes __ No x . If "yes", what is the percent of full taxes paid? %and amount paid $ Briefly descrbe the project goals for providing or assisling 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~ In 1994, the Coldten Retirement Residence was extensively remodeled utilizing an Iowa Finance Authority (if:A) Housing Assistance Fund grant and City of Iowa City Community Development Block Grant funds. Under the terms of these contracts, the Coldren Residence agreed that at least 50% of its residents would be of low-income status. Indeed, since that time, 85-100% of residents have met low or very-low-income guidelines according to HUD's Section 8 Schedule, and at any given time, as many as 50% of the residents have been at poverty level. Although construction is underway in Iowa City for affordable housing for moderate-income seniors, the Coldren Residence is unique in providing independent living accommodations for seniors in the low-income range. Indeed, as noted above, many Coldren residents are at poverty level. If the Coldren Residence is not maintained, its closing would add to an already established lack of affordable senior housing. The Coldren Residence has a modest income from a small trust, but otherwise operates on income from rental fees paid by its clients. The Residence is free of debt, but has no source of income with which to repay a large loan, and the Board of Trustees is a volunteer group without the training, resources, or time for large scale fund-raising. Although income from resident fees could be adjusted to pay for this project, it is not the intent of the Board to ever raise rental fees beyond the range of low to moderam income persons. Indeed, our goal is to renovate the facility without charging our residents to accomplish the same, and therefore the benefit to them is considerable. We believe that maintaining this facility is enormously appropriate in a state that ranks high in population of elderly persons, and in this country where the independence of senior citizens is highly valued. The Coldten Retirement Residence is not a nursing home, but a unique facility for citizens who are among the least able to cope with the rising costs of shelter, but who wish to live with dignity in a private, independent manner for as long as possible. [:)escri~e in detail the project location, address(es), (provide maps and/or drawings), type of project (new construction, acquisition, rehab, tenant based rent assistance or downpayment assistance), total number of units and number of units assisted with publicfunds. The Coldren Retirement Residence is located in Iowa City at 602 Clark Street, a residential area adjacent to Longfellow Elementary School. The facility is a Civil War era mansion, donated in 1910 as a home for the elderly. The Coldren Residence is run by a volunteer Board of Trustees as a non-profit organization. This project involves preservation and rehabilitation. The building has been well maintained over the years, but the basement has never been renovated and utility costs are high. The facility has 11 private rooms. There are currently 9 residents and 4 receive, or have applied for, rent assistance. 10. Please detail acom plete budget including the proposed sources and use of funds for the project. Include all other funding requested for the proposed project to be completed (e.g. infrastructure inprovements). Where possible please provide third party documentaUon for project costs. COSTS OF THE PROJECT (Please explanation of bids below) Gas boiler, wiring and installation Kinetico water conditioning system Repair of basement wails Replace ramp entrance Labor and material to replace basement door Basement window well covers (6) Storm windows (42) TOTAL $ 6,008.00 1,659.00 (ESTIMATE) 6,651.00.00 749.00 764.00 428.00 8,741.00 $25~000.00 PROJECT ASSISTANCE REQUIRED: Coldren Retirement Residence Iowa Finance Authority Housing Assistance funding Community Development Block Grant funds TOTAL $ 1,250.00 17,750.00 6,000.00 $25,000.00 The costs of the project are based on actual bids with the exception of the work necessary for reinforcing the basement walls. We had difficulty obtaining a bid for this work, and the one we were able to get before submission of this proposal was only to shore-up the limestone foundation and does not address reinforcement of weight-bearing walls by beams and columns as recommended by James Jacob, Van Winkle-Jacob Engineering, Inc. We believe this part of the proposal is much too important in the preservation of the building to be eliminated from the project. Therefore, we have submitted what we consider to be a more realistic estimate of the actual cost for the work and will seek additional bids at once. Also, because the bid for new storm windows was several pages long, in order to meet the specifications of this application, the entire bid is not appended to this application. 11. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Fundim Source and Type of Funds low a City CDBG (public) low a CIty HO!VE (public) Amount of Fundim Requested 6,000.00 State of low a HCrv[ (public) low a Rnance Authority (public) City of low a City - Tax Increment Fnancing (public) City af low a City - Tax Abatement or Exemption (public) Applicant Contrbution of Equity (private) Rivals Lender Financing (private) Low Income Houshg Tax Credits (private) Private Foundatbn(s) (private) Volunlser Labor and/or In-kind Dona~ons (private) Other Private Resources (private) 17,750.03 1,250.00 Total of Private Funds $ Total of Public Funds $ TOTAL PROJECT FUNDING $ Number of Units $ Requested Public Subsidy Per Unit $ Total Cost Per Unit $ NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 1,250 23,750 25,000 11 2.159 2,273 11 (a) (b) (c) (sum of lines a and b) (d) (line b divided by line d) (linec divided by line d) 11b. If partial funds are awarded, will the project/program continue? Yes Ifyes, at what level? x No It is essential to the completion of this project that funding be awarded by the Iowa Finance Authority. Under the rules of that agency, fuming will not be permitted unless 1) at least 5% of the total costs are contributed by the applicant, and 2) at least 25% of the total costs, including applicant's contribution and borrowed funds, are in the form of a local commitment. The Coldren Residence has no source of income with which to provide more than the required 5%, and therefore must rely on CDBG funding to fulfill the rest of the 25% required as a local commitment. 12. 13. Should this application be partially awarded, that amount will be added to applicant's funds toward purchase of a new boiler, but the rest of the project will be abandoned. Because of the essential nature of the boiler, we are asking for CDBG funding in the amount necessary for that portion of the project, so that, regardless of the outcome of the IFA application, a boiler can be purchased. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-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. Many elderly persons who find they can no longer live alone cannot stay with family or friends. Although they do not need skilled nursing care, they must stay alone until they ultimately qualify financially and/or physically to live in a nursing home. The Coldten Residence offers low-cost housing for any elderly person who does not need nursing care. All rooms are rented on a monthly basis and no lease or contract is required for any length of occupancy. The facility often houses clients for varying periods (from a few days to several months) when families cannot provide shelter or when a person is "between" residences due to temporary circumstances such as injury, lease problems, etc. The staff and management of the Residence are familiar with the numerous services of the Iowa City community for elderly citizens, and residents are monitored carefully to ensure they are aware of and receive any services from which they might benefit. Although income from resident fees will be adjusted from time to time, it is not the intent of the Board to ever raise rental fees beyond the range of low to moderate income persons. 14. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezonhg, construction schedule, or application(s) for other funding). Please Note: If fundec~ this schedt~e will be used for any project agreement for the use of CDBG~HOME funding. Date April 1999 May 1,1999 July 1, 1999 July 1, 1999 July 15, 1999 September 1, 1999 November 1, 1999 Description of Activity Notice of award of CDBG funding for project Submit application to Iowa Finance Authority Notice of award of IFA funds for project Beginning of City Fiscal Year and Project Start Date Begin repair of basement walls and ramp Removal of old boiler and installation of new boiler. Replace storm windows, basement door, and window-well covers Project completed 15. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the estabished timetable and budget (include evidence of finandal commi~nent(s) inducing termsand amounts). The Coldren Residence is governed by a Board of Trustees who assume all responsibility for the operation of the facility. Membership of the Board is made up of nine citizens who attend regular meetings to provide guidance and management for the Residence and its employees. In addition, they volunteer their time and talents as needed with no monetary compensation. It is important to note that the Residence has functioned for nearly 90 years under the direction of the Board, and as such, the Board has shown evidence that it can successfully plan, administer, and operate with respect to the needs of the facility. For example, in 1985, the Board of Trustees was responsible for a $12,000 Community Development Block Grant awarded to the Residence for tuckpointing the brick exterior, attic insulation, repair and replacement of windows, reshingling, and other exterior work. Board members successfully applied for funding, administered the award, and fulfilled all reporting requirements for this project. In 1994, the Board again was successful in obtaining CDBG funds and a Federal Finance Authority award for extensive renovation of the Residence. The kitchen was completely remodeled as were two bathrooms and the front, back, and sun porches, asbestos was removed from the basement, a state-of-the-art fire detection system was installed as was a handicapped- accessible entrance to the facility, and other work was performed to bring the building completely up to Iowa City code standards. Again, Board members applied for and administered the award, and have been faithful in providing annual reports in a timely manner to IFA. Indeed, the Board was recently advised by Mr. Kent Powell of that agency to seek a new IFA contract to cover the costs of the project described in this application. Although the Coldren Retirement Residence Board of Trustees consists of volunteers, it's membership is structured to consist of persons with the expertise and time necessary to carefully manage the facility and ensure that it is well maintained. The Board member who managed the 1994 remodeling project will again be available to provide on-site supervision as work progresses, and a Board member experienced in developing proposals and providing progress reports will be available to provide future monitoring and certification reports. For decades, a local bank has provided an employee to serve as Treasurer on the Board of Trustees, and this person will assist with all financial matters and reports. In addition, the Board maintains a close relationship with Iowa City's Housing Rehabilitation Office to ensure that all projects relating to the building and property are structurally and functionally appropriate. 16. Tell us why this project is needed (include information from market studies or other supporting documentation) and how itwill fill a gap in the City's housing market. In addition, describe how the proposed project addresses the priorithe, strategies and goals cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Please specify ~e app~cable priority need and priori~/ need level, as shown on pages 74-76 in QTY STEPS) The recent Maxfield Research Inc. "Housing Market Analysis and Demand Estimate for the Iowa City Urban Area" shows that although development of "affordable" senior citizen housing is underway, there will still be an excess demand for roughly 45 deeply-subsidized (low-income) senior housing units through 2000, and for roughly 40 units from 2000-2010. Although construction is underway for affordable housing for moderate-income seniors, the Coldren Residence is unique in attempting to provide independent living accommodations for elderly citizens whose incomes are in the low-income range, and indeed, many are near or at poverty level. If the Coldren Residence is not maintained, its closing would add to an already-established lack of affordable senior housing. Staff in the offices of the City of Iowa City have long recognized the unique services that the Coldren Residence provides to elderly citizens in the community. CITY STEPS names the Coldren Residence as one of the "supportive housing facilities supported by Iowa City and Johnson County." It lists the Coldren Residence as a "Supportive Housing Facility for Non-Homeless Special Needs Population" (page 25) and as a source of "Assistance to Persons Who Are Elderly" (page 28). In addition, the Coldren Residence is located in the heart of the Longfellow Neighborhood and is a vital and active member of the Longfellow Neighborhood Association. Preservation and maintenance of this facility are in keeping with Iowa City's awareness and efforts to protect local landmarks. Energy Efficiency Improvements Accessibility Priority Need Medium High Priodty Need Level (High, Medium or Low) 17. 18. Discuss your organization's policy for obtaining input from low income persons potentially benefiting or affected by the proposed project and your mechanism(s)for obtaining feedback once the project is com pieted. If applicant is a non-profit, please include evidence (such as minutes of a formal meeting) that the proposed project has the support of the organization's Board of Directors. Input from all persons affected by the proposal will be available on a daily basis throughout the duration of the project. Close contact with each resident and employee is rmintained by the Trustees who oversee the rmnagement and staffing of the facility almost daily. In addition, Coldren employees are encouraged to carefully observe the residenls and to report any concerns Io the Personnel Committee. The Board of Trustees is also sensitive ~o any concerns, requests, or comments voiced by the fatrilies, sodal workers, and friends of the residenls. Careful planning will ensure that sleeping, eating, md living arrangements will be adequate and comfortable for residents during all phases of the lxoject. Attached please find copies of recent Board of Trustees Minutes, demonstrating Board support for this proposal. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing developments (variety of housing types and a mix of all income levels) please describe the target population this project is to serve and how the project will promote diversity. Also, please indicate the number of persons or households that will benefit from the proposed project by income category (see attached table for local Income Guidelines). The Coldren Residence is an integral part of an inner city, family neighborhood. It is located in a historic area and is adjacent to an elementary school. The Residence is a group-home-facility in the midst of single-family dwellings. Restoration and maintenance of this building not only improves the neighborhood, but strengthens its acceptance in this lovely and unique location. Although the current residents are primarily low and very-low-income Residence complies with the Fair Housing Act and advertises this fact. never questioned regarding income level. persons, the Coldten Prospective clients are Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income TOTAL Percent LMI Circle Persons or Households 6 persons or households (a) 2 persons or households (b) I persons or households (c) persons or households (d) persons or households (e) 9 Persons or Households (O 100 (lines (a+b+c) divided by line f) 19. As accurately as possible please descrbe how outcome data indicates that the project objectives can be met. First, descrbe the outcome data or key elements the project is working towards (e.g. units to be rehablitated). Second, please discuss how these outcome data will be met by the proposed project. The project will affect every room of the Coldten Retirement Residence and all of its inhabitanls on a daily basis. That is to say, all 11 units md all residents, potential residents, and employees will benefit every day by completion of lhe project proposed as descried below: Objective Outcome Installation of new boiler Ensure safety and comfort of all occupants Reduce utility costs Consuuction of ramp (Per ADA standards) Provide accessibility for all persons Storm window s Improve comfort of occupants Reduce utility costs Water conditionhg system Extend life of plumbing Lessen cost/improve quality of laundry service Fumish soft waer for dishwashing/bathing Repaintreplace basement wails, door and window-weBs covers Preserve building Enhance safety of occupants MULLER PLUMBING & HEATING, INC. I1 COMMERCIAL DR. P.O. BOX 3210 IOWA CITY IA ~2244-3218 PH:3114374312 FAX:319-338-2802 PROPOSAL TO: Mary O'Coldmn Home Attn: Dorothy Shalla 602 Clark Street Iowa City, Iowa 52240 We hereby sulxnit specifications and estimate for:. PHONE DATE 8/28/98 · JOB NAMFJI.0CATION · Same Estimate to install new boiler. 1- Weil McLain WMCEG75 SPN water Nat. gas boiler 1- CSD-1 Code Package 1- Amtml SX30V Expansion tank 1- Honeywell HONT475A1057 outdoor reset control Widng included Total Bid: $6,008.00 We propose hereby to furnish material and labor-complete In accordance wit above specifications, for the sum of:.( $ 6,008.00 Six thousand eight dollars- All agreements contingent upon sbikes,accidents or delays beyond our control. Propedy ow~er to carry Ire, tornado and olher reces_~_ry insurance. Our workers are fully covered by Workers Compensation Insurance. Acceptance of Proposal - The above prices, specifications and condiljons are satisfactoW and am hereby accepted. You am authorized to do the work as specir~,<l. SIgnature Date of Acceptance: Water CondlUonin- Sveterne. Inc. 711 2nd SL Hwy. 6 West Coralville, IA 52241 (:319) 3:37-2181 QUOTATION ATTENTION: DOROTHY SHALLA DATE: FEBRUARY 27, 1998 I NSTA LLATI O N/JO B: C0r,DRF..N RETIREMENT RESIDENT QUOTE VALID UNTIL~ARCH 27, 1998 602 ~T.ARK RT QUOTATION NUMBER: K-9802274 TNWA P-TTY, TA 57~4n INQUIRY DATE: FRFIRrJAR~r 1998 Description: 1-KINETICO: MODEL K-50C WATER CONDITIONING SYSTEM NON ELECTRIC/DEMAND OPERATION HOT APPLICATION ONLY WARRANTY: 10 YEARSON PARTS 100% 3 YEARS ON SERVICE 100% 7"tf15 P~ I CE / /v C c-~i De:~ EQUIPMENT TOTAL: $ ~ ~c~_ 00 INSTALLATION: $ TkTr'T,/TDI~.D FITTINGS: $ T~TnT,TTnEn SUBTOTAL: $ 16~q. nn SALES TAX: $ EXENPT TOTAL: $ 1659,00 TERMS: DUE UPON INSTALL DELIVERY: THANK YOU FOR THE OPPORTUNITY TO MAKE THIS QUOTATION. BARTELS CONSTRUCTION, INC. P.O. BOX 3063 IOWA CITY. IA. 52244 CUSTOMER Coldren, Mary O. Home 602 Clark St. Iowa City, IA 52240 AVrN: Dorothy Shalla ESTIMATE PROJECT RAMP DATE 4/30/98 ESTIMATE # 2132 GENERAL SCOPE OF WORK DISCRIPTION Furnish labor and material to remove plywood from ramp and replace with 5/4" x 6, cca decking, seal between landscape ties and sidewalk. 5/4 X 6 Lgr CCA BULLNOSE DECKING Fasteners, nails, screws and saw blades Demolition labor Landfill charges Deck labor Subtotal Furnish labor and materials to install window well covers (PER WINDOW) CCA PLYWOOD Labor $30.00 hr. Subtotal Cost per window well c~ver TOTAL 184.00 35,00 120.00 50.00 360.00 749.00 41.40 30.00 71.40 TOTAL $820.40 .~1[ material is guaranteed to be as specified. All work to be completed in a workmlmlike manner according to standard practices. Any alteration or deviation from the above specifications involving extra costs will be charged on a time and material basis over and above the estimate. All agreements contingent upon strikes, accidents or delays beyond our control. Owner to carry fire, tornado and other necessary insurance. Our workers are fully covered by Workman's Compensation Insurance. The above prices, specifications and conditions are satisfactory and are hereby accepted. You are authorized to do the work as specified. Payment is due upon completion of work. This estimate will expire 30 days after the date at the top of page. Authorized Signature Customer Signature BARTELS CONSTRUCTION, INC. P.O. BOX 3063 IOWA CITY, IA. 52244 ESTIMA PROJECT BASEMENT DOOR DATE 10/6/98 T E ESTIMATE # 2213 CUSTOMER Coldran, Mary O. Home 602 Clark Iowa City, IA 52240 ATTN: Dorothy Shalla QTY 14 1 1 1 3 2 GENERAL SCOPE OF WORK DISCRIPTION ~u'RNISH LABOR AND MATERIAL .TO REPLACE BASEMENT DOOR WITH. SOLID CORE WOOD DOOR, JAMB, THRESHOLD, WEATHERSTRIPING, PAINT. Labor to install door Pins door jamb Schlage keyed entry lock 3'-0" X 6'-8" solid core r~h-Sany door slab. Miscellaneous material Paint. Paint labor 30.00 55.35 35.00 81.00 45.00 17.80 30.00 10.00 TOTAL 420.00 55.35 35.00 81.00 45.00 17.80 90.00 20.00 TOTAL $764.15 material is guaranteed to be as specified. AS work to be completed in a work-manlil~e manner aecord~ug to standard practices. Any altoration or 4aviation ~rom the above specifications ~nvol~nff extra costs will be charged on a time and material basis over and above the es~im-te. All agreenmnts .~ontingent upon strikes, accidents or dsls~s beyond o~r control. Owner to carry ~e, tornado and other n~cessary insurance. Our workers ere fully ;evered by Workman's Compensation Insurance. 1'he above prices, specifications and conditions ere sa~iai'-ctcry and ere hereby accepted. You ors authorized to do the work as specified. Payment is due ~tpon completion of work. Th~ es6rn~_te will expire 30 ds0~ after the date at the top ofpa2e. \uthorized Si2natttre Customer Reference IOwa City ~Na City Window & Door Co, 51 HighWay One West, Iowa Ci~, Iowa 52246 · Phone 319.351.3513 · Fax 319.35}.3543 VER 4.02 MARVIN WINIX)W QUOTE *** UNIT AVAILABILITY AND P~ICE SUBJECT TO CHAN~E *** *** NET PRICE *** 10/04/98 PAGE 4 PROJECT: LONG COMBINATION FOR W DH 0M 23 7/8 · X 63 ' WITw37{ S~3 TOLERANCES - CONVERTED TO STD CN 20 WIDTH PR FINISH 154.85 0-00 0.00 154o85 QUOTE: 00000011 QTY: 2 MARK:UNIT - WOODADDITION COMBINATION POR W DH 164~35 0M 35 7/8' X WITHIN STD T0V,.~CES - CONVERTED TO STD CN 32 WIDTH PR FI/~ISH 0.00 BRONZE SURROUND O. 00 TOTAL NET PRICE L~;e~ ~,O a ~ -- O ~ 164.35 SUB TOTAL: 5. 000% SALES TAX: PRO~C'T TOTAL NETPRICE: 328.70 0.00 0.00 391.31 8,217.41 MINUTES THE BOARD OF TRUSTEES THE COLDREN RETIREMENT RESIDENCE December 15, 1998 Please note that our next meeting will be held on January 19, 1999. Steve Long called the meeting of the Coldren Board of Trustees to order at 4:00 PM. Present: Cook, Dollman, Long, Panther, Shalla, Yeggy Absent: Cuppy, Dollman, McNichol, Woodbum SECRETARY'S REPORT The minutes of the November meeting were approved as written. TREASURER'S REPORT October and November reports were reviewed. COMMITTEE REPORTS Residents No report was given. Personnel Jan Hare has given a two-week notice of resignation to take another position with the Iowa City school system. In addition, Dorothy gave notice that she would like to resign her volunteer work in the kitchen as soon as possible. Steve brought help-wanted ~yers for approval of the Board. One will be sent to Kirkwood Community College, and others will be sent to churches to post. Grounds and Building No report was given. NEW BUSINESS Retiring Board members Joan Cook and Steve Long were thanked for their service on the Board, and a new member, Barbara Crane, was proposed. Lavon announced that the Pilot Club application is due soon. Shetale will send her a copy of the bid for work on the ramp at the south door and Layon will prepare the application. Steve announced that videotaping of the film on the Coldten Residence has begun and will be completed by the end of Jnnuary. A script and narrator ate needed. Harrier Steven's history of the Home was suggested as a resource, and Roy Justis and Bob Holzhammer were suggested as narrators. The Board spent the rest of the meeting discussing the current staffing and financial problems of the Home. Those in attendance agreed that a United Way representative should be asked to address the Board, and that Sherrie should proceed with the CDBG application and, ultimately, a proposal to the Iowa Finance Authority. The Board decided to raise room rates in the near future and to send a letter of appeal to friends of the Home as soon as possible. Sherrie will type the letter and contact Board members as needed for assistance. NEXT MEETING The next regularly scheduled meeting of the Board will be at the Coldten Retirement Residence on January 19, 1999. Respectfully submitted, Sherrie K. Panther Secretary CITY OF IOYlIA CITY FYO0 CDBG and HOME FUNDING REQUEST FOR ALL HOUSING'-''t.''- .. PROJECTS : Project Name: Successful Living Type of Project: Rehab GENERAL INFORMATION Lead Applicant Name Successful Livina Applicant Address 716 N. Dubuc~ue St. Contact Person Theresa Kopatich Title Executive Director Phone Number 356-0947 Fax Number 356-0947 E-mail Address kopatich~.inav. net Secondary Applicant (if applicable) Applicant Address Contact Person Phone Number E-mail Address Title Fax Number Type of Applicant (check one): Community Housing Development Organization _X Private non-profit organization Private for-proffi, individual or partnership applicant Public Organization Federal Tax Identification Number: 421470339 Amount of Funds Requested HOME $ CDBG SUB-TOTAL grant $ $15,295.30 grant $ $15,295.30 grant $ TOTAL REQUEST $_15,295.30 If a loan is requested, please indicate the applicable loan terms: Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment). Declining Balance Lien (forgiven over time) Years loan loan loan Other: (explain) Provide a brief description of the proposed project (please limit response to this space). This project has two parts. The first part is a request for funds to remodel a kitchen of a 21 SRO housing unit renting to persons with incomes at/below 30% median. The second part is a request for emergency set aside funds to be used to pay for damages caused by tenants who do not have deposit money. Successful Living would reimburse D & K Properties for rental damages caused by persons with special needs. who upon approval of Successful Livings application process rented a room from D & K Properties and cause some major damage to a SRO unit. 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 Received FY97 (July, 96- June. 97) FY98 (July, 97- June, 98) FY99 (July, 98- June, 99) Budgeted Amount 0 0 $11,000 Amount Expended (to date) $550O 7b. D&K Does the proposed project pay property taxes?. Yes X No __ Properties pays full property taxes on the rooming houses. If property taxes are not paid, does the proposed project make a Payment In Lieu of Taxes? Yes No . If "yes", what is the percent of full taxes paid? __% and amount paid $ 8. 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). Successful Living manages 43 SRO units owned by D & K Properties. Through irs agreement with D & K Successful Living rents the units to persons whose incomes are at/or below 30% median. D & K has dropped the rents to FMR or below so that they will be affordable to the population served. D & K allow tenants to make payments on deposits helping to ease the cash-up-front crisis that the majodty of very-low income persons face. This is a huge barder that keeps this group of people from being able to find and maintain housing. The City of Iowa City loaned D & K Properties Home funds to help purchase the properties. Because of the low income it generates D & K can not afford to remodel the kitchen at the Dubuque St. house. During its first year and a half of managing the property remodeling the kitchen was the most requested change the residence suggested to Successful Living. This remodeling request is directly the result of the tenanrs request. The remodeling of the kitchen would make the area more usable for the residents and give them each a secured cabinet to store their cookware and canned goods in. It would also allow for the purchase of one large commercial refrigerator and one large commercial freezer. Successful Living staff also teach one-on-one cooking skills and the remodeling of the kitchen would allow more usable space for the staff to use. The second part of this project is a request of $5000 that Successful Living could use to reimburse D & K Properties for tenant damages occurred to the SRO units that go beyond the normal rental use damages, that can sometime be done by persons with special needs who do not have any or enough deposit. For instance on one occasion D & K had to repair all the walls in a unit damaged by a person suffedng with touretts ticks. The person had no deposit. On another occasion D & K had to replace a ceiling that a schizophrenic person put holes in because he thought cameras were watching him. Most of these damages do not occur out of maliciousness but rather because a persons has a mental or physical illness. Once again D & K keeps rents low to serve this population and cannot afford these extra expenses. In 1998 D & K paid well over $2000 for these types of repairs. D & K Properties and Successful Living have joined together to create this unique supportive housing project. It is our hopes that this project will become a model for other communities to use to provide housing for this hard to serve population, homeless persons with high levels of needs, including, in addition to homelesshess, substance-abuse, sedous mental illness and dual diagnosis. We cannot expect these people to provide large deposits. In most cases requiring any deposit would eliminate half those served. Safe, clean affordable units are the goal of this project. Describe in detail the project location, address(es), (provide maps and/or drawings), type of project (new construction, acquisition, rehab, tenant based rent assistance or downpayment assistance), total number of units and number of units assisted with I~ublic funds. The project is located at 716 N. Dubuque St. The kitchen is located in the basement of this home. This project will be for rehab work to the building. There are a total of 21 SRO units in this house all serving persons with income at/below 30% median. !.0. Please detail a complete budget including the proposed sources and uses of funds for the project. Include all other funding requested for the proposed project to be completed (e.g. infrastructure improvements). Where possible Dlease provide third DartV documentation for project costs. Part One: Kitchen Rehab To divide and put individual locks on cabinets $900 To remove old non working commercial refdg 300 To move I set of cabinets to allow space for new refrig. 300 To purchase new refrigerator 2046.45 To purchase new freezer 1046.85 To remove halon system 400 To install 10' of new cabinets over stove 1500 To install drop ceiling 2000 To install tile floor 1802 Total Kitchen remodel $10,295.30 Part Two: Repair money $5000 to be paid upon billing to D & K Properties for repairs made to SRO units that are the direct cause of a tenant, that are beyond the normal scope of repairs and not able to be paid by the tenant themselves. 11. Requested for the proposed project. Funding Source and Type of Funds Iowa City CDBG (public) Iowa City HOME (public) State of Iowa HOME (public) Iowa Finance Authority (public) City of Iowa City - Tax Increment Financing (public) City of Iowa City - Tax Abatement or Exemption (public) Applicant Contribution of Equity (private) Pdvate Lender Financing (private) Low Income Housing Tax Credits (private) Pdvate Foundation(s) (private) Volunteer Labor and/or In-kind Donations (private) Other Pdvate Reources (private) 5 Please complete the table below showing the types and amounts of funding being Amount of Funding Requested $15,295.30 Total of Pdvate Funds Total of Public Funds TOTAL PROJECT FUNDING Number of Units $ $__15,295.30 $ __15,295.30 $ __21 Requested Public Subsidy Per Unit $ _728.35 Total Cost Per Unit $ 728.35 NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 21 (a) (b) (c) (sum of lines a and b) (d) (line b divided by line d) (line c divided by line d) 11 b. If partial funds are awarded, will the project/program continue? If yes, at what level? At what ever level that we would have funding for. Yes x No 12. Program regulations require a 25% match for HOME fundinf3 only. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds./f the proposed project is requesting HOME funds from the State of Iowa please describe how the i~roiect will meet this matching requirement without the use of City funds. Match Match Local HOME Funds Requested $ State HOME Funds Requested $ x .25 = $ Local x .20 = $ State 13. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGIHOME 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. D & K Properties is currently in an agreement with the City of Iowa City to provide affordable housing for a 20 year pedod at the Dubuque St. House. All 21 units are rented at rates lower than those existing in the rental market are. Twelve of the 21 units are rented at FMR with the other 9 units rented at $100 below FMR. This funding request will help to keep this project going and help to maintain the housing. 14. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factore such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded. this schedule will be used for any proiect aoreement for the use of CDBGIttOME funding. Date July 1, 1999 Sept. 1, 1999 June 30th, 2000 Description of Activity Beginning of City Fiscal Year and Project Star Date Kitchen rehab project completion date Repair money completion date 15. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget (include evidence of financial commitment(s) including terms and amounts). Successful Living and D & K Properties have been working together over the past 3 years to provide affordable supportive housing. They have always completed past projects on time and on budget. Lynn Detweiler, who is a member of D & K Properties, has over 25 years construction experience. 16. Tell us why this project is needed (include information from market studies or other supporting documentation) and how it will fill a gap in the City's housing market. In addition, describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) This rehab project will directly benefit very-low income persons including homeless persons with special needs, by providing affordable housing with on-site support services. This house has 21 SRO units. On pages 74 & 75 of the City Steps Plan, the following are all listed as high pdodty needs: Transitional shelters for persons with special needs, and permanent supportive housing for persons with special needs. Accessibility needs are also listed as a high pdodty on page 75. Priority Need Low) Priodty Need Level (High, Medium or 17. Discuss your organization's policy for obtaining input from low income persons poten- tially benefiting or affected by the proposed project and your mechanism(s) for obtain- ing feedback once the project is completed. If applicant is a non-profit, please include evidence (such as minutes of a formal meeting) that the proposed project has the support of the organization's Board of Directors. This rehab project has been requested directly by the tenants living in the house. House meetings are held weekly so tenants have a chance to express their concerns and supply us with feedback. A resident is a member of the Successful Living board. 18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing developments (variety of housing types and a mix of all income levels) please describe the target population this project is to serve and how the project will promote diversity. Also, please indicate the number of pe'rsons or households that will benefit from the proposed project by income category (sea attached table for local Income Guidelines). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income 21 Circle~..csons or Households __ _~r. sons~r households (a) persons or households (b) persons or households (c) persons or households (d) persons or households (e) Households TOTAL Percent LMI 21 (lines (a+b+c) divided by line f) or Although all tenants are LMI there is diversity in regards to the needs a tenant may have. Some may be working, some may be receiving disability, and some may have a mental illness and/or a physical disability. Some folks just need time to work and save money to get back on their feet. By providing the affordable, supportive housing some of the people may later move on into the higher income brackets. 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. units to be rehabilitated). Second, please discuss how these outcome data will be met by the proposed project. If funding is provided both project objectives can be met. One is to rehab a kitchen and the other is to provide funds for repairs caused by tenants who do not have deposit money. CITY OF IOWA CITY FYO0 CDBG and HOME FUNDING REQUEST FOR ALL HOUSING PROJ~..T~ ,.. Project Name: Affordable Housing Funding Pool (AHFP) ... Type of Project: Financing Affordable Housing Projects (Homeownership and Rental) GENERAL INFORMATION Lead Applicant Name: City of Iowa City - Community Development Division Applicant Address: ~r|0 East Washington Srzeet Contact Person: Steve Nasby Title: Associate Planner Phone Number: 3;19-356-5748 Fax Number: 319-356-5009 E-mail Address: Steven_Nasby@iowa-city.org Secondary Applicant (if applicable) Applicant Address Contact Person Phone Number E-mail Address Title Fax Number Type of Applicant (check one): Community Housing Development Organization Private non-profit organization Private for-profit, individual or partnership applicant X Public Organization Federal Tax Identification Number: ~t2-6004805 Amount of Funds Requested HOME $ grant $150,000 CDBG $ grant $ SUB-TOTAL $ grant $ 150.000 TOTAL REQUEST $150,000 If a loan is requested, please indicate the applicable loan terms: X Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) Other: (explain) loan loan loan Years 10 (max,) 6. Provide a brief description of the proposed project (please limit response to this space). This program would provide limited gap financing for affordable housing projects that are unable to compete in the annual CDBG\HOM E funding cycle. The gap financing would be limited to 10-15% of project costs and be repaid via loan within a l O-year period. Funding could be used for land acquisition or construction costs for projects creating new units or projects involving substantial rehabilitation (where rehab costs exceed 51% of the pre-rehab value). An affordability period of 20 years will be applicable to both homeownership and rental projects. Criteria for this program have been developed and approved by the Housing and Community Development Commission and City Council (see Appendix 1). The Community Housing Forum Report proposed an annual allocation of $300,000 for this program as seed money over ~e next three years. The proposed funding sources were to be the City of Iowa City General Fund ($150,000) and HOME program ($150,000). The City Council has approved ~e use of General Fund monies for this program. 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 Received Budgeted Amount FY97 (July, 96 -June, 97) 0 FY98 (July, 97 - June, 98) 0 FY99 (July, 98 - June, 99) 0 Amount Expended (to date) 0 0 0 7b. Does the proposed project pay property taxes? Yes If property taxes are not paid, does the proposed project make a Payment In Lieu of Taxes? Yes X No ~ If "yes", what is the percent of full taxes paid? unknown % and amount paid $ unknown· The amount of taxes paid depends upon the individual projects proposed for this funding. Program criteria require that property taxes or a Payment !n Lieu of Taxes be paid. 2. 3. 5. 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)· Provide short-term, gap, financing to 25 units of housing in the next fiscal year. Year-around source of funds for future projects. Be a reusable source of HOME funds. Utilize $150,000 in HOME match funds from the City of iowa City. Finance units affordable to households under 60% median income (tenters) and households under 80% median income (homebuyers). Describe in detail the project location, address(es), (provide maps and/or drawings), type of project (new construction, acquisition, rehab, tenant based rent assistance or downpayment assistance), total number of units and number of units assisted with public funds. The project will partially finance land and/or construction expenses of approximately 25 affordable housing units. These funds will be provided to projects on a case-by-case basis throughout FYO0 (3uly 1, 1999 to 3une :30, 2000). Due to this being a new program, as outlined by the Community Housing Forum, no specific projects or sites have been identified at ~is time. All units assisted with HOME funds or City General Fund monies will be considered HOME-assisted and qualify as "affordable" under the HOME program regulations. Please detail a complete budget including the proposed sources and uses of funds for the project. Include all other funding requested for the proposed project to be completed (e.g. infrastructure improvements). Where possible please provide third party documentation for project costs. Complete budgets and uses of funds will be presented to HCDC for specific projects as they request these funds throughout FYO0. 11. requested for the proposed project. Funding Source and Type of Funds Iowa City CDBG (public) Iowa City HOME (public) State of Iowa HOME (public) Iowa Finance Authority (public) City of Iowa City - Tax Increment Financing (public) City of Iowa City - General Fund Applicant Contribution of Equity (private) Private Lender Financing (private) Low Income Housing Tax Credits (private) Private Foundation(s) (private) Volunteer Labor and/or In-kind Donations (private) Other Private Resources (private) Please complete the table below showing the types and amounts of funding being Amount of Funding Requested 50,000 ~ 150,000 Unknown Unknown Unknown Total of Other Funds Total of AHFP Funds TOTAL PROJE~3T FUNDING Number of Units Requested AHFP Subsidy Per Unit $ 12,000 (est.) Total Cost Per Unit S 80.000 (est.) NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS .700,000 (85%) 300,000 (15%) 2,000,000 25 (minimum) (a) (b) Sum of lines a and b) (d) (line b divided by line d) (line c divided by line d) 11b. If partial funds are awarded, will the project/program continue? If yes, at what level? Yes X No Project will continue if partial HOME funds are awarded. The effect of partial funding will be reflected in the number of potential units that may be assisted. The $ | 50,000 in General Funds monies will condnue to be available for use as HOME match. 12. 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 requesti)~g HOME funds from the State of iowa please describe how the project will meet this matching requirement without the use of City funds. Local HOME Funds Requested $ 150,000 State HOME Funds Requested $ x .25 = $ 37.500 Local Match x .20 = $ State Match The City of Iowa City General Fund provides local match. In addition, we are expecting that some of the projects funded with AHFP monies will generate additional HOME match. 13. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGWOME 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 affordability period for HOME funds are determined by the amount of funding committed. Since the AHFP monies are to be used for gap financing we have estimated that the approximate per unit cost will be $ | 2,000. According to the HONE regulations this level of investment would require a 5-year affordability period. The AHFP will require a minimum of a 20-year affordability period, which is 400 percent of the HOME requirements. Individual projects requesting AHFP monies may be required to have longer affordability periods due to other of public funding sources (low income housing tax credits, State HOME funds, etc.). Units assisted with these funds will be more affordable to low income households due to lower financing costs that are a direct result of the investment of AHFP monies. 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 May 1999 June 1999 July 1, 1999 July 1999 August 1999 September 1999 October 1999 November 1999 January 2000 Description of Activity Advertising for AHFP Identify 1-2 projects that would qualify for these funds Beginning of City Fiscal Year 2000 and Project Start Date HCDC review of AHFP applications (FY00 Round 1 ) Award 1 = Round of AHFP monies Advertise for AHFP HCDC review of AHFP applications (FY00 Round 2) Award 2"d Round of AHFP monies Update on Round 1 and Round 2 projects 15. 16. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget (include evidence of financial commitment(s) including terms and amounts). The City of Iowa City staff has experience in administering public funds to both public and private partners for a variety of activities (public facilities, public services, housing, and economic development). Each year the staff, with the assistance of the Housing and Community Development Commission, oversees the allocation of more than $1,700,000 in CDBG and HOME funds. In addition, the capacity of each organization requesting AHFP monies would be presented to the HCDC at the time of application. Tell us why this project is needed (include information from market studies or other supporting documentation) and how it will fill a gap in the City's housing market. In addition, describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Please specify the applicable prfority need and prfority need level, as shown on pages 74-76 in CITY STEPS) This is a program that was identified in the CHF as a need within the community to enable the development of affordable housing (see CHF report, page 8). In addition, the CITY STEPS document, on page 19, shows that there are 276 low-income renter households (between 51-80% median income) that have a cost burden and are in need of affordable housing. This is the target group identified in the CHF as potential homebuyers or short-term renters. In addition, this activity will address the CITY STEPS goal of producing new, affordable housing units. By funding this type of project, and lease to purchase, we are helping to fill a need in the City's Continuum of Care by providing affordable housing opportunities. The Maxfield Housing Market Analysis reflects the findings of the CITY STEPS plan. According to Maxfield, they suggest rental housing development of an additional 500 general occupancy units for households between 0-50% median family income by the year 2005 (page 177). Housing Needs Priority Need Medium to High Priority Need Level (High, Medium or Low) 17. Discuss your organization's policy for obtaining input from low income persons potentially benefiting or affected by the proposed project and your mechanism(s) for obtaining feedback once the project is completed. If applicant is a non-profit, please include evidence (such as minutes of a formal meeting) that the proposed project has the support of the organization's Board of Directors. The City of Iowa City, in cooperation with local organizations, sponsored and conducted the Community Housing Forum (CHF) in October 1996 and the CHF report was produced in December i 997, after months of meetings by three diverse groups of citizens. The CHF report was presented to the CHF participants in October 1997 and to the City Council in January 1998. Additional discussion of the CHF report was undertaken by the City Council on February 12, 1998. The City Council approved this strategy as part of the Community Housing Forum Report. The CITY STEPS Plan was developed through extensive citizen participation and inclusion of numerous local organizations. CITY STEPS was adopted by two citizen commissions (Committee on Community Needs and the Housing Commission) and City Council after obtaining additional input through public hearings. Once complete, the City will discuss the program with HCDC and the participants (lenders, builders, homebuyers and renters) to see how the program could be improved. 18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing developments (variety of housing types and a mix of all income levels) please describe the target population this project is to serve and how the project will promote diversity. Also, please indicate the number of persons or households that will benefit from the proposed project by income category (see attached table for local Income Guidelines). Number between 0 - 30% median income 5 Number between 31 - 50% median income 15 Number between 51 - 80% median income 5 Number between 80 - 100% median income Number over 100% median income TOTAL 25 Percent LMI 100% Circle Persons or Households households (a) households households (c) persons or households (d) persons or households (e) Households (f) (lines {a + b + c} divided by line f) Fitting with the goals of the City's Comprehensive Plan,. this project will attempt to provide a variety of affordable units throughout the City within existing and new housing developments and subdivisions. By incorporating these affordable units into the community it will help to promote diversity among incomes and housing types. The types of units to be constructed will likely be rental units or small single-family homes. 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. units to be rehabilitated). Second, please discuss how these outcome data will be met by the proposed project. A. Key Element 1. Provide year-around affordable homeownership and households through low interest, short-term financing. rental opportunities to low income How Outcome Data will be met by the proposed project 1. Through low interest financing these funds will be used to construct units that will be affordable and marketed to low income households. Since the funds will be loaned over a short-term the repayment of these funds will enable the Affordable Housing Funding Pool to become an on-going resource for this type of housing developmenL 2. 25 units of affordable housing will be financed. DUE January 19, 1999 by 12:00 NOON City of Iowa City Department of Planning and Community Development 410 E. Washington Street (319) 356-5230 9/17/98 updated APPENDIX #1 Funding Mechanism - Affordable Housing Funding Pool General Criteria for Program: · Funding can be used for land acquisition or construction financing · Projects must create new housing units or substantially improve existing housing (substantial improvements are 51% or more of the before rehab value) Project must be affordable for a minimum of 20 years Maximum funding can not exceed 10-15% of the total project cost Funding must be for gap financing Funding pool resources must be last financial component Repayment must not exceed a 10 year term at 3% -7% interest rate Two application submission periods each year (June and September) Owners: 1. The funding pool will target households at 80% and below median income. Preferences will be given to projects that provide two or more bedrooms in a single-family or duplex unit, Renters: Assistance for renter households will target households at 60% and below median income. 1. Preference will be given to projects that develop housing with three or more bedrooms designed for families. 2. Projects near transit lines and neighborhood shopping will be given higher consideration for funding. Project Specific Requirements: 1. Projects must have a minimum of 51% private funding. 2. Preference will be given to projects that pay property taxes or at least a 50% payment in lieu of property taxes. 3. Preferences will be given to projects using Johnson County contractors. 4. Projects must start substantial activity within 180 days of receiving funding pool commitment of financing Preference will be given to projects building owner-occupied housing units for less than $90,000. Preference will be given to projects that build rental housing affordable to households at 30% to 50% of median income. 7. Projects that diversify neighborhoods will be given preference. pl)dcdbg/fundl:xx~.doc ESA 1TY OF I0 141A CITY FYO0 CDBG and HOME FUNDING REQUEST FOR ALL HOUSING PROJECTS Project Name: Housin.cl repairs and modifications for low & moderate income people 62 & over who are frail and/or disabled. Type of Project: small housincl reoairs and modifications to accommodate disability GENERAL INFORMATION Lead Applicant Name Applicant Address Contact Person Phone Number E-mail Address Elderly Services Aqency 28 South Linn Jean H. Mann 356-5217 imann34(~iuno.com Title Fax Number enhance safetv and/or Executive Director 356-5417 Secondary Applicant (if applicable) Applicant Address Contact Person Phone Number E-mail Address Title Fax Number Type of Applicant (check one): Community Housing Development Organization Private non-profit organization Private for-profit, individual or partnership applicant Public Organization Federal Tax Identification Number: 4211465433 Amount of Funds Requested HOME $ grant $ CDBG $ 28,000 grant $ SUB-TOTAL $__28,000 grant $ TOTAL REQUEST $ 28,000 If a loan is re~luested, please indicate the al~plicable loan terms: Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) Other: (explain) loan loan loan Years ESA Provide a brief description of the proposed project (please limit response to this space). The proposed project modifies and makes repairs to homes of low-income people who are 62 or over and/or disabled in order to make the environment safe for them or to moderate the environment so that their disabilities are accommodated. Repairs include the following kinds of work: electrical (e.g. replacing old wiring, repairing defective parts), plumbing (e.g. replacing broken toilets, installing high-rise toilets, repairing faucets, water lines, water heaters} and general carpentry (e.g. replacing broken or torn flooring in the bathroom and kitchen, building or replacing steps/ramps, replacing/repairing doors, windows and patching roofs). Replacement of gutters and downspouts is a common request, as is work on the furnace or an air conditioner. We also complete larger projects involving handicapped accessible bathrooms, ramps, etc. 7a. 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 Received FY97 (July, 96 - June, 97) FY98 (July, 97 - June, 98) FY99 (July, 98 - June, 99) Budge~dAmount $28,000 $28,000 $28,000 Amount Expended(todate) $32,155 $28,658 $5,305 7b. Does the proposed project pay property taxes? Yes __ No ___X__ If property taxes are not paid, does the proposed project make a Payment In Lieu of Taxes? Yes __ No __X_. If "yes", what is the percent of full taxes paid? __% and amount paid $ e Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates).' The project benefits lower income people who are elderly and/or handicapped by making it possible for them to remain safely in their homes. Its objectives are: a) repair and/or modify up to 50 homes for older people with disabilities, to insure their safety and enhance their ability to remain in their own homes as long as possible b) sign a contract with a construction consultant to oversee the repairs and modifications, thus ensuring that the jobs completed are satisfactory and meet code requirements c) identify 15 to 20 local contractors (using small and/or minority owned businesses where possible) from Iowa City's Housing Rehabilitation list of contractors, who are interested in small projects related to home modification to accommodate disability and small repairs. d) complete several (3 to 7, depending on costs) large projects (e.g. installing bathrooms or making them handicapped-accessible, building ramps) ESA Describe in detail the project location, address(es), (provide maps and/or drawings), type of project (new construction, acquisition, rehab, tenant based rent assistance or downpayment assistance), total number of units and number of units assisted with public funds. The project is contained within the boundaries of Iowa City. The type of project falls under rehabilitation and is confined to small repairs and modifications to accommodate disability, The total number of units to be funded ranges up to 50. A map is attached, Please detail a complete budget including the proposed sources and uses of funds for the project. Include all other funding requested for the proposed project to be completed (e.g. infrastructure improvements). Where possible please provide third I~arty documentation for I~roiect costs. Housinc~ Reoair & Modification Budqet Receil3ts Community Development Block Grant funds requested Donations Total receipts Disbursements Executive Director, 3% of salary Housing Repair Project Coordinator Payroll taxes Benefits Retirement Postage Office supplies Equipment maintenance (zerox machine) Printing/Publicity Contractors 28,000 1,380 $29,380 1,380 2,500 297 235 69 320 200 100 194 24,085 $29,380 11a. requested for the proposed project. Funding Source and Type of Funds Iowa City CDBG (public) Iowa City HOME (public) State of Iowa HOME (public) Iowa Finance Authority (public) City of Iowa City - Tax Increment Financing (public) City of Iowa City - Tax Abatement or Exemption (public) Applicant Contribution of Equity (private) Private Lender Financing (private) Low Income Housing Tax Credits (private) Private Foundation(s) (private) Volunteer Labor and/or In-kind Donations (private) Other Private Resources (private) Please complete the table below showing the types and amounts of funding being Amount of Funding Requested 528,000 51,380 ESA 11b. Total of Private Funds 5 Total of Public Funds 5 TOTAL PROJECT FUNDING $ Number of Units $ Requested Public Subsidy Per Unit $ Total Cost Per Unit $ 51,380 (a) 528,000 (b) $29,380 (c) (sum of lines a and b) 5__QO (d) 560 (line b divided by line d) 588 (line c divided by line d) NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS .... 50_,Q__ If partial funds are awarded, will the project/program continue? If yes, at what level? Fewer dollars will mean fewer households or less money spent on each household served. Yes ~X No 12. ESA Program regulations require a 25% match for HOME fundinq 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 p/ease describe how the 13roject will meet this matching requirement without the use of City funds. N/a Local HOME Funds Requested $ State HOME Funds Requested $ x .25 = $ Local Match x .20 = $ State Match 13. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGWOME 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 program maintains long-term and/or permanent affordability by supporting, repairing and reinforcing existing housing stock so that older people with limited incomes can stay in their homes. The longer older homes stay in place, the longer lower housing costs can be maintained in a given area. It is outside the purview of this program to provide affordable housing at rental rates lower than those in the existing rental market. On the other hand, the program does provide repairs related to safety and modification for disabilities to renters. If the renter doesn't have to ask the landlord to make the accommodation, the landlord doesn't have a reason to raise the rent because of the cost incurred. 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 17roiect a~lreement for the use of CDBG~HOME fundin~l. Date July 1, 1999 Description of Activity Beginning of City Fiscal Year and Project Start Date July 1999 Funds become available Advertising the program begins (in the Water Bill, "The Involvement" and the "Senior Center Post" People apply, repairs are screened, financial eligibility checked. Construction Consultant is contacted with proposed repairs to be completed. Construction Consultant calls Contractors, selected from Housing Rehabilitation list of approved work people. As they have time, they begin repairs, construction consultant oversees the work, lien waivers and bills are sent in. ESA pays the bills and then bills CDBG. Cycle repeats itself until funds are expended by June 30, 2,000. City's ESA 15. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget (include evidence of financial commitment(s) including terms and amounts). Experience: ESA started doing small repairs in 1985 with $2,500 of CDBG money. We continued to provide that service over the years for different people. Hundreds of homes are safer and more comfortable because of this project. Capacity to undertake and coreD/ere Droiect w/thin the time tab/e: Our experience with home repairs and modifications led to the development of a system that depends on local contractors of good reputation and a construction consultant who oversees the project and makes sure it is up to code. Most contractors improve the promptness of their performance every year, completing repairs in a very timely manner, usually immediately. Financial commitments to our agency run on a year-to-year basis, but we have had no downturns in funding over the last 15 years in our support from the City of Iowa City, Coralville, the Johnson County Board of Supervisors, the Heritage Area Agency on Aging or United Way. 16. Tell us why this project is needed (include information from market studies or other supporting documentation) and how it will fill a gap in the City's housing market. In addition, describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Please specify the applicable prforfty need and ptforfty need level, as shown on pages 74-76 in CITY STEPS) This project is needed because, as a government publication entitled Current Population Reports notes, among. older people, "those with the most need often have the fewest resources.''~ 70% of the people using the program over the last seven years were 75 years of age or older. In FY98, 24 of the 47 households in which we made repairs/modifications were headed by single women and all of the people enrolled had incomes at or below 50% of Iowa City's median income. These are exactly the kind of people who cannot afford to make changes and costly repairs in their homes. As the Maxfield study said, the 4,400 houses built before 1940 in Iowa City have a greater probability of being physically or functionally obsolete than do the rest of the housing available. We know that older people live in these older homes where the cost of maintenance, not to mention accommodations for disability, can be prohibitive. Agency outcome measures for this program clearly indicate that the oldest, frailest elderly could not remain at home without the modifications necessary to accommodate their disabilities. This program provides that help for people with limited incomes and maintains existing housing stock (We work closely with the Housing Rehabilitation Program, and refer all big jobs like replacing the roof or furnace, to them). In its strategic plan, the City STEPS program lists (1) under "Housing Needs) Owner/Physical Defects as a high priority and (2) both senior services and accessibility needs as hi~h priority (pp. 74-75). This project qualifies on both counts. It also lists providing housing and supportive services for ".. . elderly and frail elderly and people with disabilities.. ." in its objectives under Other Special Needs (p. 83). Elderly Services has several programs, in addition to housing repair, that provide supportive services to older people who are frail and handicapped (shared housing, case management, chore services, friendly visiting). Thus, in addition to the needed repairs/modifications, access to solutions for many different problems comes with this housing program and thus increases the probability of keeping seniors in their homes. Continuing demand for affordable housing for low and moderate income older people will grow over the next 10 years, at least, if not for another 30, according to the Maxfield Study. 1 Need for Personal Assistance with Everyday Activities, Current Population Reports, Series P-70, No. 19, USG Printing Office, 1990. ESA "Maxfield forecasts that Johnson County's senior household base will increase by . . . 23.5% during the 1990's and by . . . 28.2% between 2000 and 2010. This accelerated growth will likely continue at least through 2030 .... Housinq Need: Owner/physical defects Housinq Need: Accessibility Needs Public Service Needs: Senior Services Hiqh Hi.qh Hi.qh Priority Need Priority Need Level (High, Medium or Low) 17. Discuss your organization's policy for obtaining input from low income persons potentially benefiting or affected by the proposed project and your mechanism(s) for obtaining feedback once the project is completed. If applicant is a non-profit, please include evidence (such as minutes of a formal meeting) that the proposed project has the support of the organization's Board of Directors. ESA is a non profit and minutes are included with this proposal. The project depends on input from the people it serves (all low income) not only to know what we needs to be repaired or modified, but to be sure that it is done as they like it. They are right there, on the scene, while the work is being done, and can complain or ask for changes at any time. 18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing developments (variety of housing types and a mix of all income levels) please describe the target population this project is to serve and how the project will promote diversity. Also, please indicate the number of persons or households that will benefit from the proposed project by income category (see attached table for local Income Guidelines). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 o 80% median income Number between 80 o 100% median income Number over 100% median income TOTAL Percent LMI Circle Persons or Households 12 persons or households 35 persons or households (b) .0__ persons or households (c) 0 persons or households (d) 0 persons or households {e) 47 Persons or Households (f) 100%(lines (a+b+c) divided by line 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. units to be rehabilitated). Second, please discuss how these outcome data will be met by the proposed project. Outcome data indicate that the project objectives can be met by clearly demonstrating that older people in Iowa City who receive housing repairs or modifications stay in their longer than other people of the same age who do not. Therefore, the "key element" is the number of older people receiving housing repairs and modifications who stay in their homes longer than the stay of the average person in their cohort group who does not receive such assistance. To measure outcome, we examined two groups of elderly using the program. The first, those 85 and older, is the most at risk for losing independence. The second, those 75 to 84, tend to have some limitations in their abilities to do ordinary daily tasks that call for housing 2 Housing Market Analysis and Demand Estimates Maxfield Research Inc. January, 1998, pp. 3-4. for the Iowa City Urban Area" ESA modifications, as well as more limited incomes? which make these housing modifications/repairs a problem. We tracked 99 people who were 85 or older for six years. Seven, or 7% of them, went into nursing homes during that time. Twenty, or 20%, died in their own homes. Three were "lost;" we do not know what happened to them. A census of the four nursing homes in Iowa City (Iowa City Rehab, Greenwood Manor, Lantern Park and Oaknoll's nursing home wing) indicates that in a given 12 month period they admit, on average, 95 patients 85 + from Iowa City. There are, according to the last census, 479 Iowa City residents 85 or older. Therefore, the odds are approximately one in five (20%) that people 85 & older in Iowa City will enter a nursing home in any given year. The following table shows that in no single year did the percentage of people 85 years old or over having to go to nursing homes even approach the 20% norm. The seven percent who did are a significantly lower proportion than the 20% that would be expected. The probability of this low a percentage occurring by chance is less than 1% .' Therefore, we conclude that the program does help keep people 85 years of age and older safely in their homes. (We acknowledge that people of this age receiving housing repairs most probably receive other services which work toward the same end. That is to say, longer in- home stays may be the result of a combination of services, but more research would be needed to establish whether or not this is true. Suffice it to say that for people of this age, safety in the environment is paramount, regardless of other types of assistance received.) Fiscal #85 + still living died entered a Percentage Year at home at home nursing home admissions to NH FY 91 40 33 5 2 5 % FY93 20 14 4 2 10% FY94 23 18 5 0 0% FY95 22 16 5 I 4% FY96 13 10 I 2 15% FY97 15 15 0 0 0% 75 to 84 year olds go to the nursing home about a third as often as do those 85 and older; that is, for every three people 85 + admitted to a nursing home in Iowa City, one person aged 75 to 84 is admitted, or 7% of that age group. 126 people aged 75 to 84 used the program over six of the last seven years. For this group, 2.38% were admitted, compared to the expected seven percent. This difference is not quite as significant as that of the 85 and older group. The odds of this difference occurring by chance are between five and ten percents The effect for the two groups together is still highly significant, with a chance probability of less than one percent, but it is clear that more of the effect is found in the 85 and older group than in the 75 - 84 group. The program works best for the its oldest clients, which is what one would hope for in the best of circumstances. 3 See attached tables from p.17 of "An Examination of Creative Housing Interests and Service Needs and Utilizations of Older Persons in Johnson County," a report of a survey by the Ecumenical Housing Corporation and the Elderly Services Agency, 1994. ' (X~ = 8.45, p < .01) fem%j~ s (X2 = 3.05, p < .10, > .05). ESA Fiscal #75-84 still living died entered a Percentage Year years old at home at home nursing home admissions to NH FY91 26 22 4 0 0% FY93 21 20 I 0 0% FY94 50 48 I I 2% FY95 34 32 I I 3% FY96 27 26 0 0 0% FY97 19 18 0 I 5% The City STEPS program points out that because of Iowa City's tight housing market, ".. . the maintenance of the housing stock is one of the most cost-effective and efficient means of insuring safe, decent housing stock." Making repairs and modifications to accommodate disability is cost-effective, preserves existing housing stock and, at the same time, accomplishes what people want: to stay in their homes. DUE January 19, 1999 by 12:00 NOON City of Iowa City Departr~ent of Planning and Community Development 410 E. Washington Street (319) 356-5230 ~Survcv Report Table 6c. - Income of 1993 Sample by Age Income 55-64 65-74 75+ Ranges N % N < $5,000 0 0 3 i 7 3 $ 5,000- 7,499 0 0 6 2 1.5 6 $ 7,500-13,499 3 1 14 6 34 13 $13,500-19,499 3 i 21 8 18 7 $19,500 - 24,999 4 2 18 7 18 7 $25,000- 29,999 5 2 11 4 10 4 $30,000+ 20 8 28 11 18 7 Totals 35 14 101 39 120 47 Medians 530,000+ 520,000 S 14,000 Total N % 10 4 21 8 51 20 42 16 40 16 26 10 66 26 256 100 520,050 Table 6d - Summary of Median Incomes by Age in 1982 and 1993 Samples vs. 1990 Census Data 55-64 65-74 75+ Total Purchasing Power' 1982 NA NA NA S12,596 S12,596 (SI=S1.00) 1990 535,000 S25,000 S13,000 525,000 S19,150 (S1=5,766) 1993 530,000 S20,000 S14,000 S20,000-+- 513,840 (S1=S.692) Purchasing power of the dollar in terms of 1982 dollars. U.S. Bureau of Labor Statistics and U.S. Bureau of Economic .-Lnalysis [] 1990 [] 1993 Income Levels $35,000 -// $30,000 -/' $25,000 -/' $20,000 -/ $15,000 -/' $10,000 -/' $5,000 $0/' 55-64 65-74 Age Groups Figure 4a. Comparison of Income by Age from: "An Examination of Creative Housing Interests and Service Needs and Utilizations of Older Persons in JOhnson County," by W. W. Morris, Ph.D. and Jean Mann, LISW, a report o$ a survey by the Ecumenical Housing Corporation and Elderly Services Agency. ~ C::[.O ~P__d"VWa y ?f,e S I '1 SCOTt Ma~fSO~ ~= ST,o ILVO ELDERLY SERVICES AGENCY Minutes, Board of Directors Meeting Tuesday, December 15, 1998 Senior Center Room G08, 5:00 P.M. Directors present: J. Carman, C. Davidson, L. Davis, B. Womer, G. Haymond, C. Knapp, S. Miller, R. Patrick, Susan Boyd, G. Williams, J. Mann (Executive Director) Minutes: *M/S/C to a~Drove the draft minutes of the November Annual Meetinq. Financial Report: *M/S/C to apl~rove the financial reports for October and November Committee Reports: A. Glenys Williams reported for the Long Range Goals committee, reviewing the strategic plan devised by the Board, and bringing the numbers up to date for the annual plan B. Charles Davidson reported on the Finance Committee's plans to produce a guide to aid people going through the financial difficulties associated with applications for disability, hospitalizations and end-of-life illnesses. The committee will meet to work on this over the next two months. Executive Director's Report: Jean detailed the plan for the submission of the grant for the small housing repair program, which is due in February. The grant will be for $28,000 and is intended to cover up to 50 households. She reported that Loraine Frost left a small bequest to the agency, which should be finalized in 1999. She is preparing a Board notebook for Lyn Cannon, the new board meml~er, for her first meeting in January. Joan Cook and Jean will work on a grant application for RSVP. Jean reminded Board members of the coming fund raiser on April 8, 199, at the Riverside Theatre. Calendars for the coming Board year and an updated list of members were distributed with the minutes. The meeting adjourned at 6:00 p.m. Secretary Jean Mann, Acting THE NEXT MEETING WILL TAKE PLACE ON TUESDAY, JANUARY 25, 1999 AT 5:00 P.M. IN ROOM GO8 AT THE SENIOR CENTER. PART IV PROJECTS NOT RECOMMENDED FOR FY00 CDBG AND HOME FUNDING PUBLIC FACILITIES PROJECTS Site Acquisition: Hannah's Blessing Day Care Downtown Accessibility: Evert Conner Center Request $150,000 p. 283 $ 24,000 p. 294 PUBLIC SERVICE PROJECTS Homebuyer Counseling: MidAmerica Housing Partnership $ 6,473 p. 300 HOUSING PROJECTS Affordable House Design: City of Iowa City Senior Rental Hosing: Iowa City IHA Senior Housing Phase III $ 25,000 p. 310 $275,000 p. 317 PLAN N I N G~RES EARC H Downtown Evaluation Study: City of Iowa City $ 35.000 p. 338 TOTAL $515,473 1. Name of Project: Hannah's Blessing Day Care Center CITY OF IOWA CITY FY00 COMMUNITY DEVELOPMENT BLOCK GRANTJAN FUNDING REQUEST FOR NON-HOUSING PROJECTS :; "'" ~" 2a. Amount of CDBG Funds Requested $ 75,000,0 0 b. Loan $ Grant $ 7 5,0 0 0.0 0 c. Type of Loan: (check applicable line) Amount Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) 3. NameandAddressofApplicant/Organization Hannah's Blessing Day Care Center 1528 Crosby Lane Iowa City, IA 52240 5. LocationofProposed Pr~ect: Pending 7. Brief summary of the proposed project: 4. Contact Person: Danielle Thompson Phone Number: 31 9 - 351 - 7 745 Fax Number: Email Address: 6. Check CITY STEPS Objective(s) met: Affordable Housing Needs Homeless Needs X Public Facility Needs X_~_Public Service Needs Economic Development Needs To acquire a facility for Hannah's Blessing in order to: * expand existing home-based family child care center into a facility-based child care and family development center 1 :~/98 * meet the increasing demand and need for quality child care and family development services to low and moderate income families in Johnson Co. * target children between the ages of 0-2 years, but' not excludinq preschoolers ages 3-5 * expand the number of slots available for infants and toddlers child care * promote positive and appropriate childrearing practices by providing parent education service to families * allow for the expansion of future child-related services and programs Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS {Please specify the applicable priority need and priodty need level, as shown on pages 74-76 in CITY STEPS) See Attachment. Priority Need Priority Need Level (High, Medium or Low) 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). Second, please evaluate the outcome of the discusshow ~eseoutcomedatawillbemet by ~eproposedpr~e~. The following measurements will be used to project: * increased number of program participants, including children, parents (especially teen parents) increased capacity to handle the number of referrals from other agencies established service feeding children into the HACAP Head Start Program *increased services provided to infants, toddlers and families * increased number of available child care slots to infants and toddlers * increased number of participants returning to work or school A larger space would enable Hannah's Blessing to expand services and programs. 8. Why is this project needed? How does the project address the' priorities, strategies and goals of CITY STEPS (please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) Infant and toddler care have been identified as the primary area of need for families in the Johnson County area. According to 4C's, 80% of requests to them in 1998 was for infant care. However, only 10% of total licensed slots are for children ages 0-1. Other barriers which corroborate the'dire need for infant and early child care are staggering. * a 59% increase of births to teen parents between 1991-1996 (UAY, 1998) * a lack of facilities (e.g., Early Head Start Program) providing affordable child care, specifically for children ages 0-2 (DHS, 1998) In order to expand Hannah's Blessing Day Care into a child care and family development center additional space is needed. Currently, the day care center is located.at 1528 Crosby Lane in a residential neighborhood, and operates as a home-based facility. In this location, it is impossible to meet the child care demand as indicated by 4C's and the Johnson County Transition Empowerment Board. Additional space would enable the staff to more effectively provide age appro- priate learning activities and individualized care. It would also increase the availability of infant care in the community and support services to families. According to the Human Service Coordinator (CITY STEPS, 1995, p. 103), "Childcare is a real. gap and a very basic problem for the very poor," thus hampering their ability to pursue additional training, education, and/or employment. Priority Need Child care services Child care center Priority Need Level (H,M,L) High Medium 10. List goal(s) of this project. In addition, please indicate the best you can the number of beneficiaries according to the following income categories: (please see attached Income Guidelines for Iowa City) Number between 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over 100% median income TOTAL (Circle persons or households) 12 persons or households 7 persons or households 6 . persons or households 4 persons or households 3 persons or households 3 2 Persons or Households Programs such as Early Head Start permi~ that 10% of children in local programs be from families which do not meet low-income criteria. GOALS: * to enable Hannah's Blessing Child Care Center to provide early, individualized and comprehensive childcare and family development services to infants, toddlers and families that is affordable * to provide full-time childcare for working families with infants and toddlers * to connect families with other service agencies to ensure tha~ a variety of comprehensive services are provided, meeting needs in health, nutrition, safety and other areas. * to coordinate with local Head Start and other child development programs in order to provide continuity of services to children and family members who complete our program 11. General Description of Activities: List major activities of the project (how do these activities address your goals listed in #107). Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry out the project). Activities center around the acquisition of a facility that allows for the promotion of aged-based activities. Children's intellectual, psychological, and other needs will be addressed most effectively as classrooms are set up that target different developmental stages. Space is needed to provide family development instruction to teen parents and Pregnant women. The center plans to continua-and develop collaboration with 4C's, HACAP, DECAT, DHHS, the NEST, local public and transitional housing organizations, and other agencies to ensure the best possible services can be provided to families and children. A full-time director and staff will work along with teen parent employees and volunteers. Hannah's Blessing will provide services from 6:30 a.m. to 6 p.m., Monday through Friday. We expect to expand to evening and weekend childcare within 6 to 9 months. Staff will be sought from such aqencies as JTPA and individuals receiving services from Hannah.'s Blessing. Volunteers will be recruited from VISTA,'parents, and others. 12. If funds are not awarded, will the project/program continue? Yes X No~ If partial funds are awarded, will the project/program continue? Yes X No__ If yes, at what level? Hannah's Blessinq will continue at its current capacity, but would be unable to expand into an Early Head Start program which necessitates a larqer facility that would accommodate a minimum of 32 infants, toddlers &preqnant womerl. 13. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No 14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel 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. Please include the cost of an audit for any project over $300,000 and 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. EXPENSE CATEGORY CDBG FUNDS (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget Facility Purchase $75,000 Closing Cost ADpraisal / inspect. Salaries A~m~ n ~.Ypen~e~ Operating Expenses Food BUDGET BREAKDOWN Please place an X in box that applies. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm. FUNDS FUNDS Kind 1,000 Fund Raisers X X 350 Fund Raisers X X 73,000 DHHS X X 1'.~00 DHHS X X 17.000 DHH~ X X 25,000 CACFP reimburs. X x TOTALS $75,000 $87,550 15. 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). Community service organizations that have shown a willingness to provide in-kind services include 4C's, DHHS, the NEST, DECAT, and GICHF. In late June the center will apply for an Early Head Start program grant. Another funding possibility is the Johnson County Empowerment Board. Have you received CDBG funding in the past? Yes No X (If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are underway please indicate the amount of funds remaining to be expanded. 17. Does the proposed project pay property taxes? Yes X No If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes If "yes", what is the percent of full taxes paid? % and amount paid $ No 18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. Input from low-income families will aid in developing and implementing child development and parent education services. Parents will be encouraged to participate as volunteers and employees. Also, along with regular evaluations of prgram services, 1-2 seats on Hannah's Blessing Board of Directors will be filled by participating parents. APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 19, 1999, TO: City of Iowa City Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 stephen-long@uiowa .edu shared\commdev\hcdc\fy0Oapps%nonhsng2.doc Minutes of Building Fund Committee November 7, 1998 5:50 p.m. Opened w/prayer (Mother Rush) Scripture: Proverbs 24:3 & 4 Reading of last weeks minutes (Sis. Danielle) Overview of assigned duties from last week meeting: Sis. Danielle - Made 4 attempts to contact MaryAnn Dennis of the Greater Iowa Housing Fellowship. Left various messages for her. She did call and left one message at the church that she is still interested in meeting w/us. - tt Deb Briggs of Iowa City Housing re: qualification for the Church to purchase a home. Said she didn't see why we would not be eligible but would look into it further and get back w/me. Did state that they don't have down payment assistance program but are currently building 3-bedroom homes on the West side of Iowa City. Prices ranges from 115,000 - 130,000. - Have not heard from or followed up on down pymt assistance programs. - Did not complete organizational flow chart for grants - Met w/Yavonne to work on completion of the 501(c)3 filing for non-profit status. We have completed 2 of 4 sections. The last 2 sections are financial status and activities and/or functions of the church. This report is very detailed and requires much more time than we anticipated. They want to know every activity, fund-raiser, offering; past, present & future. We have schedule another meeting for next weekend... Mother Rush - Narrowed down potential grants, foundations & endowments to 4 pages - Possible funding & sponsorship for Vision X: a.) Twentieth Century Fox Film Corp, matching grant for religious organizations. $100 - $I00,000 b.) KGAN - through Varonica asking them to sponsor Vision X. Varonica should be in attendance at next meeting. - Having David Mattingiy (realtor) look for commercial building or location w/connecting sanctuary. - Need to develop mission statement for both Vision X and Hannah's Blessing. Sis. Nicole should be in attendance at next weeks meeting. - Prepared letter to MaryAnn Dennis/Greater Iowa Housing Fellowship to reiterate our interest in possibly forming a partnership re: daycare. - Carver Foundation: contact person not available until this upcoming week - PPV: Helen Gill will send info re: faith based~ high risk youth program funding info and a successful proposal. Upcoming Events: Chicken Dinner Sales, Dec. 12, 1998 $6.00/Chicken, Dressing, Macroni & Cheese, String Beans, RolEs & Pop. Fairgrounds requested that we register with the Board of Health in order to sale dinners from Montgomery Hall. Assignments: Mother Rush - Setup time for meeting w/Sis. Nicole & Sis. Varonica Sis. Danielle - Meet w/Mary Ann Dennis All to meet w/Pastor Tentative meeting for Committee, Saturday, Nov. 14 Closing Prayer (Sis. Danielle) Minutes of Building Fund Committee November 14, 1998 2:15 pm Opened w/prayer (Mother Rush) Scripture: Proverbs 24:3 & 4 (Mother Rush) Reading of last weeks minutes (Sis. Danielle) Special Attendee: Sis. Nicole Philpot Sis. Nicole gave following info: - Loretta Ray - DHS contact for legal requirements for Daycare - Food Program reimbursement for meals (through Des Moines) - Teacher/student ratio: Infants 4 per teacher Toddlers 6 per teacher Preschool 8 per teacher - We brought to Nicole attention the following monthly budget (based on our knowledge ofdaycare's): Salaries ( I/Dir & 3/teachers) $6,000.00 Rent 2,000.00 Cook Maintenance Utilities Phone Insurance Water Food Supplies Total estimated monthly expenses: limit 600.00 400.00 300.00 50.00 250.00 150.00 2,000.00 500.00 $12,250.00 Based on these monthly expenses we came to the conclusion that Hannah's Blessing would need no less than 40 full-time students. Sis. Nicole wasn't sure of the actual building cost for suggested cutting out the cook and the maintenance person. Says in the daycare's she has worked at, the teacher did the cooking and cleaning. She also thought we overstated the supplies. Most supplies are donated or purchased periodicaily throughout the year. Taking her suggestion into consideration, this lowers the monthly expense by $1,500.00. Nicole also made mention that we would qualify for the government food reimbursement, which would take another $2,000.00 off the monthly budget. However, in order for us to have 40 student we would need at least 2 more teacher increasing the monthly budget by $3,000.00. Net reduction of $500.00 - Sis. Nicole will call local daycare's re: going rate. We also decided there was a need for specialized daycare such as midly sick and handicap. It was discussed to initially start w/regular and mildly sick then 6 months to a year integrate handicap services. In regard to dinners: contact places such as Hawkeye Foods for prices on purchases of large quantities of food. Advertising: Sis. Sonya - Contact businesses Sis. Yavonne o Chezik-Sayers Sis. Joannna - Winebrenner Campus Ministry - Campus Sis. Bobbie & Sis. Lynn - Hospitals Assignments: Sis. DanieIIe - Call Loretta Ray/DHS Mother Rush - Community Needs Closing Prayer Minutes of Building Fund Committee December 14, 1998 8:40 p.m. Opened w/prayer (Mother Rush) Scripture: Proverbs 24:3 & 4 (Mother Rush) Reading of last weeks minutes (Sis. Danielle) Dinners: Pastor has decided that Sis. Dixon would help coordinate dinners. Goal = 200 dinners per month Health dept. states we are exempt Plan dinners once per month (for now schedule around basketball games which are Friday, Jan 8; Saturday, Jan 16; & Saturday, Jan 23. Pastor & Mother Rush to set prices Christina Prixley thought dinners were good idea (community kitchen) Next dinner - January 30 at Fair Grounds Sis. Danielle reported on conversation w/MaryAnn Dennis. Will setup & accompany us to a meeting at the city offices. Also has sought out assistance from realtor she knows (Kevin Haniek ofLepic Kreger) in Ioeated possible commercial property. MaryAnn also mentioned she thought deadline for CBDG Fund application has been moved up to Per Mother Rush, Pastor leaning more toward Head Start/Non-Profit program Contact per at 4C's is Justine stated per a study done 7/1/97-6/30/98 there is a 80% demand for infant care. Also a great need for hourly, partime & full cost effective childcare. ( NOTE: Do not obtain info from anyone else at 4C's but Justinc.) Mother Rush mentioned Early Head Start Program Grant availability through DID-IS and Small Bus. Admin. guaranteed loans. She also stressed the urgency in writing of the Business Proposal. Assignments: Sis. Danielle - Have all minutes of meetings typed and copied by next church service. Mother Rush - Will obtain Daycare Handbook from Christina Prixley at their next meeting. CITY OF IOWA CITY ~2j98 FY00 COMMUNITY DEVELOPMENT BLOCK GRANT JAN 19 ~.~'~ ' FUNDING REQUEST FOR NON-HOUSING PROJEC~,~. r~ ~:"¥~.~?~.:E~,~.I~' ~ 2a. Amount of CDBG Funds Requested $ 24,000 b. Loan $ Grant $ 24,000 c. Type of Loan: (check applicable line) Principal and interest (amortized loan) 1. Name of Project: Iowa City Downtown Accessibility Amount Principal and no interest (amortized loan) Principal and a balloon payment Condffional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) 3. Name and Ad,clress of Applicant/Organization Evert Conner Rights & Resources Center for Independent Living 20 E. Market Street Iowa City, IA 52245 e Contact Person: Ethel Madison Phone Number: 338-3870 Fax Number: 338-8385 Eraall Address: Connerctr~aol.com 5. Location of Proposed Project: Downtown Pdmadly around the Pedestrian Mall 7. Brief summary of the proposed project: Check CITY STEPS Objective(s) met: Affordable Housing Needs Homeless Needs _X_Public Facility Needs Public Service Needs Economic Development Needs The proposed project has two interrelated parts. The first pad is to revise the 1996 Guide to Accessible Features of Restaurants, Cafes and Bars in Downtown Iowa City published by the Evert Conner Center and the Coundl on Disability Rights and Education (CDRE) in Iowa City. The second part of this project is to make accessibility improvements to downtown businesses, as identified in the revised guide. The improvements to businesses will consist of accessibility features such as the installation of door openers at the extedor entrances, the construction of accessible thresholds at the extedor doors, the installation of grab bars, and the construction of small ramps. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) Although the 1996 Guide is comprehensive and useful, it is out-of-date. This booklet provides information on the entrances to businesses, the access to goods and services, and the accessibility of the restrooms in a wide vadety of areas such as the features of ramps and doors and the accessibility of the path of travel to services, for example. The downtown area is constantly changing, but particularly so in the last few years. Some of the existing businesses have become accessible, a few have closed and new businesses have moved into the downtown area. venue The 1996 Guide shows that 25 of the 49 businesses surveyed (51%) do not have a door that is automatic or that could be used without force. The Guide also shows that 17 businesses (35%) do not have doors to their restrooms that can be opened without force and that 20 businesses (41%) do not have adequate space to access all features in the restroom. Accessibility is rated as a high priority need in CITY STEPS. With the improvements being undertaken by the City of Iowa City in the downtown area it is important that businesses be accessible to all persons living in or visiting Iowa City. Accessibility Pdodty Need Hiqh Priority Need Level (High, Medium or Low) 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). Second, please discuss how these outcome data will be met by the proposed project. The project will provide accessibility improvements to approximately 10 downtown businesses. These improvements will allow persons with disabilities access to businesses that they were previously unable to access without assistance. The 1996 Accessibility Guide will be updated through re-surveying businesses by phone and revisiting the location. The information obtained will indicate which businesses require accessibility improvements. Once the businesses are identified, contracts will be made between the business and Evert Conner Center to adapt the facility. Each business will pay for 50% of the improvements and CDBG funds will pay for the remaining 50%. 10. List goal(s) of this project. In addition, please indicate the best you can the number of beneficiaries according to the following income categories: (please see attached Income Guidelines for Iowa City) Number between 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over 100% median income TOTAL (Circle persons or households) X persons or households (see notes below) __ persons or households __. persons or households __. persons or households __ persons or households Persons or Households According to HUb regulations, accessibility improvements are considered a presumed benefit. It is presumed that those benefiting from such improvement will be persons with a disability and/or elderly, therefore income guidelines do not apply. It is our goal to eradicate accessibility barriers to downtown businesses. By updating the 1996 Guide to Accessible Features of Restaurants, Cares, and Bars in Downtown Iowa City, we will provide a valuable tool to persons with a disability. Everyone in Iowa city and those visiting Iowa City will have accurate up-to-date information in a small booklet form regarding accessible downtown businesses. Not only will this be an educational tool for consumers, but also for business owners. Once the Guide is updated and contacts made via the Conher Center, The City and Connet Center staff will contact business owners and set up a construction schedule. We plan to make accessibility improvements to as many downtown businesses as financially possible, but we estimate that 10 businesses could be assisted with an average cost of $4,000 ($2,000 CDBG and $2,000 pdvate funds from the business). 11. General Description of Activities: List major activities of the project (how do ~ese activities address your goals listed in #107). Project Implementation: a) Detailed information regarding elernenta and time schedule; b) steps taken to assure that this project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry out the project). We will work with City Rehabilitation staff, Housing Inspection Sewices and contractors to ensure that the accessibility improvements being undertaken meet building codes and meet the needs of persons with disabilities. Connet Center staff have experience with accessibility issues and working with other agencies/organizations and property owners to accomplish ADA goals. In addition, both the Conner Center and City staff has experience administering public (federal, state, county, and city) funds and partnedng with multiple organizations. The staff who created the odginal guide of 1996 will design the update of the publication (approximately 100 hours). Staff with extensive knowledge in business needs and accommodations will head-up contacting businesses and the survey (300 hours). Volunteers will provide minimal work on the project (approximately 25 - 40 hours). Similar to the restaurant guide, in 1997, the Conner Center published an accessibility guide to rental apartments in the Iowa City area. This project was funded through a grant from the Presbyterian Committee for the Self-Development of People ($30,000). Connet Center's staff time will be used to update the Accessibility Guide ($4,000) and establish contacts with business owners. Business owners will be matching CDBG funds and contributing their time to oversee the project. Last, City staff time will be provided to assist with the administration of the CDBG funds. i 12. If funds are not awarded, will the project/program continue? Yes No X If partial funds are awarded, will the project/program continue? Yes X No If yes, at what level? The project will assist as many businesses as it can with the funds that are available. 13. If funds are awarded, will the project/program continue after the CDBG funds end? Yes No X 14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for constmction/rehab projects. Please include the cost of an audit for any project over $300,000 and 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. EXPENSE CATEGORY (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget Accessibility Improvements Accessibility Guide Revision CDBG FUNDS BUDGET BREAKDOWN Please place an X in box that applies. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm. FUNDS FUNDS Kin d $20,000 $20,000 4,000 1,000 Business c0ntdbutions City staff assistance X X X X TOTALS 15. $ 24,000 $ 21,000 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). 16. Have you received CDBG funding in the past? Yes X No (If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are underway please indicate the amount of funds remaining to be expended. 1997 (FY98) Rental Accessibility $8,000 Project Completed. 17. Does the proposed project pay property taxes? Yes __X_ No If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes. If "yes", what is the percent of full taxes paid? % and amount paid $ No 18. Discuss your organization's policy for obtaining input from low-income persons potentially bener~ing or affected by the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. As a Center for Independent Living, the Evert Conner Center is fedemily mandated to be comprised of at least 51% of staff, Board, and Advisory Committee members as persons with disabilities. The Conner Center is firmly committed to consumer guidance and participation in the development and implementation of all community programs proposed by the Center. Consumers with various types of disabilities have been and will be included in the entire process of this project. Through a recent meeting on this project and discussions with consumers who have varying accessibility needs, consumers expressed primary attention be placed on the accessibility of the Pedestrian Mall. We will continue to consult with consumers throughout this project. Several individuals have expressed interest in either volunteering or assisting in the pdodtizing of needed accessibility features of selected businesses. APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 19, 1999, TO: City of Iowa City DePt. Of . n{ a :;ommunitv Development Evert Conher Rights and Resources Center for Independent Living 20 East Market Street, Iowa City, IA 52240 · Voice and TTY: (319) 338-3870 January 15, 1998 Community Development Block Grant Committee 4 10 East Washington Street Iowa City, IA 52240 Dear CDBG Committee: The Board of Directors of the Evert Conner Rights and Resources Center for Independent Living supports the efforts of the Center to secure CDBG funding for improving downtown Iowa City business accessibility features and publishing a revised accessibility guide. This funding will benefit persons with disabilities in accessing sen ices and restaurants in downtown Iowa City as well as advancing the awareness of business owners on the need for accessibility. On behalf of the staff, Board of Directors, and consumers of the Center, I would like to thank you for the opportunity to seek funding for this project. If you have any questions of the Board, please do not hesitate to contact me. Sincerely, Todd Case Board Member, Evert Conner Rights and Resource Center CITY OF IOWA CITY FY00 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING REQUEST FOR NON-HOUSING PROJECTS Name of Project: Home Buyers Certification Course 23. A pre-purchase course for low/moderate income home buyers 6,473.00 Amount of CDBG Funds Requested $ Loan $ Grant $ b,4/j.00 Type of Loan: (check applicable line) Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) 3. Name and Address of Applicant/Organiza~on MidAmerica Housing Partnership 701 Center Point Road NE Cedar Rapids, IA 52402 Locadon of ~oposed~ect: To Be Determined Amount 4. Contact Person: Joan B1 ackmon Phone Number: 319-365-3501 Fax Number: 319-365-0104 Email Address: mah p@i nav. net 6. Check CITY STEPS Objectiveis) met: Affordable Housing Needs Homeless Needs Public FaciFrty Needs ~r'Public Service Needs Economic Development Needs 7. Brief summary of the proposed project: 1 2198 See Attached 7. Brief Summary of the proposed project: MidAmerica Housing Partnership proposes to facilitate a comprehensive pre-purchase education course for low income, first time home buyers. This Home Buyer Certification Course is designed to help individuals assess their readiness for homeownership, to understand the steps in the process and leam about options that are available to help achieve affordability. This one day, six hour course will be taught in a classroom setting. Class size will be limited to thirty people, in order to maintain an interactive learning environment. Courses would be offered on a quarterly basis. The Course covers the following Topics: 1. Pros and Cons of Homeownership 2. Objective Evaluation of Buyer Readiness 3. Determining How Much House You Can Afford 4. Finding the Right House 5. Shopping for a Loan 6. Packaging Yourself for the Lender 8. The Mortgage Process 9. Affordable Housing Options MidAmerica recruits local housing industry professionals as module instructors. The benefit is twofold; it creates an awareness in the industry of the needs of low/moderate income housing consumers and it provides first time buyers an opportunity to meet, in an unintimidating setting, the various individuals whose services may be essential in their home purchase. Mid America Housing Partnership has developed a curriculum textbook that has been reviewed and approved by the General Electric Mortgage Corporation and Fannie Mae. Each participant will be presented with a text book to use in the class and for future reference. In addition MAHP utilizes supplementary materials from other housing industry organizations.. At the end of the course, participants complete a 40 point quiz. The quiz helps evaluate the participant's understanding of course content. Successful completion (a score of 32 or better) earns the participant a certificate of completion. The Certification of Completion is not only an indication of successful completion of the course, it also helps buyers take advantage of expanded underwriting guidelines, up-front cost assistance, and service discounts from a number of housing industry service providers. For example, the Fannie Mac Community Home Buyer Loan Products require borrowers to complete per-purchase courses. In addition to providing Home Buyer Education, MidAmerica Housing Partnership is an operating organization for the Department of Human Service's Individual Development Account Program. This program encourages individuals to set long term goals and begin setting aside savings to assure achieving it. One of the five savings goals is to purchase permanent housing, and is a solution to the number one barrier for most limited income households. The program offers several advantages, l) the savings are designated and can only be withdrawn with permission of the operating organization; and 2) the individuals saving is matched. The DHS provide up to a 25% annual match, based on income and addition match may be generated by the operating organization; and 3) savings are not subject to state tax or penalties for participants in other DHS benefit programs. Based on opportunities to expand the program, MAHP will respond to a notice of availability by DHS for the eligible households in Iowa City. This programs is targeted to households with incomes at 200% of poverty. This component of the program offers several advantages to affordable housing efforts.: Provides continued counseling, the performance in the program is monitored and participants are counseled on progress (or lack thereof') toward their goal. Provides a level of ongoing support for households that are not quite ready for homeownersip that is not found in other programs. Is critical to supporting the welfare to work effort by providing a resource to help participants become self sufficient. Provides the incentive that some households need in order to develop the discipline necessary to achieve and maintain homeownership It must be reiterated that pre-purchase education component is the primary activity and the inclusion of this IDA component is contingent upon available opportunity through the Department of Human Services. 8. Why is this project needed? How does this project address the priorities, strategies and goals of CITY STEPS (Please specify the applicable priority need and priority need level, as shown on pages 74- 78 in CITY STEPS) CITY STEPS proposes the following affordable housing activity from 1995-2000: 100 units new construction of privately developed affordable owner occupied Housing 200 Units Assistance to homebuyers to purchase housing (including acquisition of existing units) Pre-purchase home buyer education is key to helping prepare underserved households for taking advantage of these housing opportunities. Many underserved population are just that because of a lack of knowledge about how to purchase a home, how to access the resources needed and how to use affordable housing options. In October, 1996 the City staff and the Chamber of Commerce for Iowa City hosted the Iowa City Community Housing Forum in order to allow citizen input on housing issues and solutions. Resultant from that forum was identification of the need for additional "affordable" housing stock and the need to provide counseling, which was formalized into the following action step: Establishing a program to improve access to home ownership with funds for counseling, homebuyers education, credit enhancement, and foreclosure prevention. (p. 7 Iowa City Community Housing Forum Report, December 1997). The Public Housing Authority of Iowa City is in the process encouraging homeownership by selling a number of its single family and multifamily housing units to low and moderate income households. This activity represents a significant shift in emphasis for public housing and will require support activity geared toward helping long term public housing resident prepare for the move to homeownership. The course will enable some households to use their resources wisely and move to ownership, for others it is a method of identifying and introducing some remedial steps that need to be performed in order to improve the potential for homeownership. Pre-purchase home buyer education is one step in helping both the ready and the preparatory buyer. and will enhance the success of the Authority's program. Pre-purchase home buyer education has been recognized by the national housing industry as having an positive effect in reducing the failure rate with riskier, first time, limited income home buyers. 2 9. 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). Second, please discuss how these outcome data will be met by the proposed project. 1. Identification of specific needs of low/~noderate income home buyers. A survey of the course participants provides a demographic profile of the first time, low/moderate income buyer and identifies specific barriers to their homeownership goal. 2. Consolidation of data on public and private mortgage products and home buyer services A survey will be sent to local banks, non-profit organizations, local government agencies, etc. that provide service to home buyers. The results of the survey will be compiled into a resource booklet that is given to each person attending the class. 3. Evaluation of the progress of program participants Program participants are surveyed annually to in order to evaluate their success at becoming home owners. MidAmerica Housing Partnership has provided pre-purchase home buyer education for five years. Annually, approximately 200 individuals complete this course. Statistical data shows that roughly one third of those participants become homeowners with one year of completing the course. We anticipate that the results will be not less with this program. 4. Identification of the most/least utilized home buyer services. The annual survey of program graduates helps determine this information, 5. Increase in the number of'individuals utilizing low/moderate home buyer services Information on the available options will be the necessary catalyst for some individual to vigorously pursue home ownership. This can be evaluated through feedback from lenders and housing providers. 10. List goal(s) of this project. In addition, please indicate the best you can the number of beneficiaries according to the following income categories: Number between 0-30% median income 15 Number between 31-50% median income 40 Number between 51-80% median income 50 Number between 81-100%median income 15 Number over 100% median income TOTAL 120 Goals: ~persons or households __persons or households __persons or households persons or households __.persons or households __.persons or households To provide pre-purchase home buyer education for approximately 120 potential first time home buyers * To enhance the success of the program of the Iowa City Housing Authority and other entities providing home ownership services to low/moderate income home buyers. 3 o To effect a partnership between the City of Iowa City and local mortgage proriders. To improve awareness of City, State or Federal programs designed to assist the first time, low income home buyer. Increase interest and participate in the affordable programs offered by the Iowa City Housing Authority, City Housing Services and other operatives in the affordable housing arena. * Households with incomes over 80% of median income may participate in this program on a fee basis. 11. General Description of Activities. List major activities of the project ( how do these activities address your goals listed in #10) Project Implementation: a)Detailed information regarding elements and time schedule; b) steps taken to assure that this project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry out the project: Conduct quarterly six hour pre-purchase Home Buyer Education Courses. , Evaluate and reward participants who evidence and understanding of curriculum. Survey the Iowa City mortgage market to present accurate and up to date information to the class. Introduce the program to housing industry professionals to encourage support of and participation in the course. Prepare demographic data on each class Implement follow-up activity (ies) to support classroom experience and enhance goal achievement 4 Timeline Activities 3 & 4 are preparatory steps and will commence with the announcement of this request. Activity J A S O N D J F M A M CLASSES X X X X PROVIDE EVALUATION X X X J X 12. If funds are not awarded, will the project/program continue? Yes No x If partial funds are awarded, will the project/program continue? Yes No X 13. If funds are awarded, will the project/program continue after the CDBG funds end? The project cannot contine without continued funding. 14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction cost, material and administrative costs, etc. for construction/rehab projects. Please include the cost of an audit for any project over $300,000 and 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 CDBG OTHER LIST I n - Cash (e.g. salaries, FUNDS FUNDS SOURCE OF kind acquisition, rehab) OTHER If possible, please FUNDS prioritize the budget Text &Materials $ 1.800.00 $ X Postage $ 1,238.00 X Salaries $ 5,000.00 X Travel $ 75.00 X Administrative $ 4, 160.00 X Volunteer Instr. $ 200.00 X TOTALS BUDGET $12,473.00 ($6,000) Iowa City X Housing Authority TOTAL CDBG $6,473.00 $6.000 Antic Comm X 5 15. 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 Iowa City Housing Authority has committed $6,000 to this project. This is verified by the attached commitment letter. 16. Have you received CDBG funding in the past? Yes No X If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how much of each award was a grant, conditional loan and/or repayable loan? If former projects are underway please indicate the amount of funds remaining to be expended. MidAmnerica Housing Partnership has not been the recipient of CDBG funds from Iowa City in the past. We do, however, have experience with the CDBG program through the City of Cedar Rapids. 17. Does the proposed project pay property taxes? Yes No X If property taxes are not paid, does the proposed project pay a Payment in Lieu of Taxes? Ye_s NO X If "yes", what is the percent of full taxes paid? % and amount paid$ 18. Discuss your organization's policy for obtaining input from low- income persons potentially benefiting or affected by the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. The Home Buyers Certification Course is an excellent opportunity for low/moderate income potential home buyers to voice any concerns, issues related to the program or other home buyer services. 6 Housing Authority January 13, 1999 41 0 E. Washington St., Iowa City, IA 52240-1826 Phone: 319-356-SzK::X:) FAX: 31 9-356-5459 TDD: 31 9-356-5404 Joan Blackmon Home Ownership Coordinator Mid-America Housing Partnership 701 Centerpoint Road, NE Cedar Rapids, IA 52402 Re: Homebuyers Education Program Letter of Commitment Dear Joan: The Iowa City Housing Authority (ICHA) is very much interested in the establishment of a homebuyers education and certification program in the Iowa City area. A comprehensive buyer's education program will benefit the Housing Authority's home ownership programs. This letter is to provide written commitment of $6,000 to Mid-America Housing Partnership to establish a homebuyer's education program in partnership with the Housing Authority. It is my understanding that a minimum of four classes would be offered over a one-year period time in the Iowa City area. In addition, Mid-America partnership has also agreed to apply on behalf of the Housing Authority to the State Department of Human Services for the establishment of an individual development account program. This commitment of funds by the ICHA is contingent upon Mid-America Housing Partnership seeking and receiving HOME/CDBG funds. The ICHA looks forward to its collaboration with Mid-America Housing Partnership in helping to make home ownership achievable for lower income families. Do.glad, w...oothro , Oire .tor . 2E:pt. O ,. pment Coordinator tp3-3db.doc 2001 DEVELOPMENT CORPORATION Board of Directors Thomas M. Collins John Gerdclman Joe Hladky James E. Hoffman Scott Mclntyre. Jr. Clark E. McLeod Ted Schwartz Thomas L. Aller Executive Vice President January 19, 1999 City of Iowa City Department of Planning & Community Development 410 East Washington Street Iowa City, IA 52240 Dear Sir or Madam: The Development Department of MidAmerica Housing Partnership is empowered by the Board of Directors to research and pursue funding for programs that are consistent with the organization's mission. The Department reports monthly to the Board all grants to be submitted, the dollar amount of the request and the purpose. Sincerely, MIDAMERICA HOUSING PARTNERSHIP Thomas L. Aller Chairman of the Board TLA:llk P. O. Box 351 · Suite 190 ! · Alliant Tower · Cedar Rapids, Iowa 52406-0351 · 319/366-200 ! · FAX: 319/398-7720 MidAmerica Housing Partnership 701 Center Point Rd. NE Cedar Rapids, IA 52402 Phone (319) 365-3501 FAX (319) 365-0104 E-mail: mahp@inav.com January 19, 1999 City of Iowa City Department of Planning & Community Development 4 10 East Washington Street Iowa City, IA 52240 Dear Sir or Madam: Enclosed is our application for $6,473 in Community Development Block Grant funding to provide, quarterly, a comprehensive pre-purchase Home Buyer Certification Course for household with incomes at or below 80% of the area median income. This course will equip potential home buyers with the knowledge of homebuying process and the awareness of available resources available in the community. We will offer this program in partnership with the Iowa City Housing Authority and other entities that provide services and/or resources to this target population. The Housing Authority has made a financial commitment to this partnership. As a nonprofit housing developer that builds and renovates housing for low and moderate income families, we can attest to the value this course in helping recruit, evaluate and prepare potential buyers. Our agency developed and has implemented this program in the Cedar Rapids market for over five years. The course has the approval of secondary mortgage entities, Fannie Mae and G.E. Capital Mortgage Corporation. The MAHP staff of trained professionals are skilled in working with and identifying resources of the local housing industry, as well as state and national housing industry organizations to stay current with new information and resources. If there are any portions of the grant for which you require answers to questions, please feel free to write, call or fax myself or, Joan Blackmon, our Homownership Coordinator. Sincerely, Mary Schoen-Clark President CITY OF IOWA CITY ', FYO0 CDBG and HOME FUNDING REQUEST FOR ALL HOUSING PROJECTS Project Name: Affordable Housing Design Competition Type of Project: Acquisition of !and GFNERAL INFORMATION Lead Applicant Name City of Iowa City - Community Developm~t division Applicant Address 410 E. Washington Street, Iowa City. IA 52240 Contact Person Maufice I. Head Title CD Coordinator Phone Number 356-5244 Fax Number 356-5009 E-mail Address Maufice Head @.iowa-city.org Secondary Applicant (if applicable) N/A Applicant Address Contact Person Title Phone Number Fax Number E-mail Address Type of Applicant (check one): Community Housing Development Organization Private non-profit organization Private for-profit, individual or partnership applicant X Public Organization Federal Tax Identification Number: 42-6004805 Amount of Funds Requested HOME CDBG SUB- TO TAL $ grant $ $ 25,000 grant $ $25,000 grant $ TOTAL REQUEST $25,000 loan loan loan If a loan is requested, please indicate the applicable loan terms: Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) Other: (explain) Years 6. Provide a brief description of the proposed project (please limit response to this space). In this project, the Community Development division would sponsor a single-family affordable housing design competition. The purpose of the competition is to address the affordable homeownership challenge with altemafive design innovations and construction techniques to lower the overall cost of purchasing a home. A slrategy to lower the cost of housing is of great need in this community. The design competition would be open to local and regional architects, non-profit and for-profit developers, builders and others in the affordable housing field. Designs would be evaluated based on, consmxction techniques, use of high quality materials, functionality, operation and maintenance, energy efficiency, and aesthetics. A design committee comprised of the Planning and Community Development staff, Housing Inspection staff, HCDC, and a local architect and developer would judge the affordable housing designs. Specifically, the Design Committee would seek design concepts which: · Make the home more affordable by substantially reducing the cost of construction. Avenues to achieve this goal might be through innovative building technologies, materials design and delivery methods. · Displays generally high quality materials that result in a life expectancy comparable to those of conventionally - constructed residences. · Provides an aesthetically pleasing home of overall high quality, that is safe, decent and comfortable, and provide for all aspects of home life activities. The best design applications would be selected as fmalists to submit complete construction drawings. At this stage, the Design Committee would evaluate conslmction plans, cost estimates, materials and conslmction systems. The design must be aesthetically pleasing and be achievable to build in affordable price ranges. The applicant with the winning design and consauction plans would receive ti~e to a free residential lot (purchased with the $25,000 CDBG grant). The selected applicant will have one year, from the date of contract execution, to build the affordable housing design or forfeit the lot to the City. The winning design and construction plans would become the property of the City to use in any future developments. The 2"d and 3~ place projects may also be selected and receive $1,000 each ff funding is available from another public or private source. 7. 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 Received FY97 (July, 96 - June, 97) 0 FY98 (July, 97 - June, 98) 0 FY99 (July, 98 - June, 99) 0 Budgeted Amount Amount Expended (to date) 0 0 0 7b. Does the proposed project pay property taxes? Yes X .. No . If property taxes are not paid, does the proposed project make a Payment In Lieu of Taxes? Yes __ No __ If "yes", what is the percent of full taxes paid? N/A and amount paid N/A Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). The project will benefit lower income households by providing good examples of single-family housing designs in the $90,000 to $110,000 price ranges (including the lot). One of the primary goals of the Affordable Housing Design Competition is to use the winning design and construction plans to produce a model home to be sold to a low and moderate- income first-time homebuyer. Another goal of the competition is to identify housing designs acceptable to the community that can be integrated into higher priced surrounding neighborhoods. There is a need for good affordable housing designs to attain community support for this type of housing. Describe in detail the project location, address(es), (provide maps and/or drawings), type of project (new construction, acquisition, rehab, tenant based rent assistance or downpayment assistance), total number of units and number of units assisted with public funds. The project would purchase a lot in a suitable residential area to build one affordable single-family housing unit. A lot price up to $25,000 may place some limitations on where an available lot can be located. Staff would like to find a lot in a neighborhood near community facilities and services. 10. Please detail a complete budget including the proposed sources and uses of funds for the project. Include all other funding requested for the proposed project to be completed (e.g. infrastructure improvements). Where possible please provide third party documentation for project costs. A complete budget and use of funds will be presented to the HCDC at the time the f'mal project is selected. 11. requested for the proposed project. Funding Source and Type of Funds Iowa City CDBG (public) Iowa City HOME (public) State of Iowa HOME (public) Iowa Finance Authority (public) City of Iowa City - Tax Increment Financing (public) City of Iowa City - Tax Abatement or Exemption (public) Applicant Contribution of Equity (private) Private Lender Financing (private) Low Income Housing Tax Credits (private) Private Foundation(s) (private) Volunteer Labor and/or In-kind Donations (private) Other Private Reources (private) Please complete the table below showing the types and amounts of funding being Amount of Funding Requested ~25,000 $85,000 11b. Total of Private Funds Total of Public Funds TOTAL PROJECT FUNDING Number of Units Requested Public Subsidy Per Unit Total Cost Per Unit 85,000 25.000 110,000 1 95.000 110.000 NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS I If partial funds are awarded, will the project/program continue? If yes, at what level? 920,000 (8) (b) (c) (sum of lines a and b) (d) (line b divided by line d) (line c divided by line d) Yes X NO 12. 13. 14. 15. 5 Program regulations require a 25% match for HOMF 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. Local HOME Funds Requested $ 0 State HOME Funds Requested $ 0 x .25 = $ Local Match x .20 = $ State Match To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGWOME 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. In the design competition, the purchase price would be affordable to a household at 51% to 80% of median income. There would be a 15-year affordable period attached to the property to ensure the home remains affordable to low and moderate income households. 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 CDBGWOME funding. Date July 1, 1999 August 1, 1999 September 15, 1999 October 1, 1999 November 1, 1999 December 1, 1999 January 15, 2000 February I, 2000 March 1, 2000 March to June 2000 June 30, 2000 Description of Activity Beginning of City fiscal Year and Project Start Date Lot identified and purchased Affordable Housing Design Competition advertised and applications available to public Selection committee identified Deadline for submitting applications Review and selection of fmalists to develop construction plans Deadline for construction plans Select winning candidate Obtain building permit Construction period Project completion (Certificate of Occupancy) Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget (include evidence of financial commitment(s) including terms and amounts). The City of Iowa City staff has experience in administering public funds to both public and private parmers in a variety of activities (public facilities, public services, housing, economic development). Each year the staff with the assistance of the Housing and Community Development Commission oversees the allocation of more than $1,700,000 in CDBG and HOME funds. Staff has been responsible for the timely management of CDBG and HOME projects since 1977. The proposed budget is very reasonable to purchase a lot. The Housing Market Analysis indicates that there were 195 vacant lots in Iowa City as of December 1, 1997. The median sale price for a lot in an active subdivision at that time was $41,500. Roughly 10 percent of all lots for sale in Iowa City fell within the $19,999 to $24,999 price range (or 20 lots). 16. 17. Tell us why this project is needed (include information from market studies or other supporting documentation) and how it will fill a gap in the City's housing market. In addition, describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) This project addresses one of the main goals in the Community Housing Forum report. It increases the availability of home ownership opportunities for low and moderate-income households by creating housing prototypes that are well designed and affordable. It also addresses the CITY STEPS goal of producing new, affordable housing. By funding this type of project, we are helping to fill a need in the City's Continuum of Care by providing affordable housing opportunities. The CITY STEPS report indicates 263 households are cost burden and need assistance in purchasing a home in the 51% to 80% of median income range. The Maxfield report indicates that Iowa City had a homeownership rate of about 45% in 1990 compared to a homeownership rate of 70% for the State of Iowa. It is suggested in the report that one of the City's top priorities should be to take advantage of the current low mortgage rates and encourage homeownership. This report identifies a need for 200 single-family housing units near term (1998-2000). Affordable Housing Need Priodty Need Medium Priority Need Level (High, Medium or Low) Discuss your organization's policy for obtaining input from low income persons potentially benefiting or affected by the proposed project and your mechanism(s) for obtaining feedback once the project is completed. If applicant is a non-profit, please include evidence (such as minutes of a formal meeting) that the proposed project has the support of the organization's Board of Directors. The City of Iowa City, in cooperation with local organizations, sponsored and conducted the Community Housing Forum (CHF) in October 1996 and the CHF report was produced in December 1997, after months of meeting by three diverse groups of citizens. The participants were from broad socio-economic backgrounds and many were low income. The CHF report was presented to the CHF participants in October 1997 and to the City Council in January 1998. Additional discussion of the CHF report was undertaken by City Council on February 12, 1998 The CITY STEPS Plan was developed through extensive citizen participation and inclusion of numerous local organizations. CITY STEPS was adopted by two citizen commissions (Committee on Community Needs and the Housing Commission) and the City Council after obtaining additional input through public hearings. 18. An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing developments (variety of housing types and a mix of all income levels) please describe the target population this project is to serve and how the project will promote diversity. Also, please indicate the number of persons or households that will benefit from the proposed project by income category (see attached table for local Income Guidelines). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income TOTAL Percent LMI Circle Persons or Households persons or households persons or households (b) 1 household (c) persons or households persons or households 1 Household (f) 100% (lines (a + b + c) divided by line f) Fitting with the goals of the City's Comprehensive Plan, this project will attempt to encourage and provide a prototype affordable housing unit that will integrate into new housing developments and subdivisions. Incorporating good affordable housing designs into the community will help to promote diversity among income groups and housing types. 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. units to be rehabilitated). Second, please discuss how these outcome data will be met by the proposed project. Outcome data Affordable home for low income household Innovative design plans and model home How outcome data will be accomplished Sponsoring an Affordable Housing Design Competition that produces alternative design innovations and construction techniques to lower the cost of purchasing a home. Acquisition of a residential lot. Construction of the demonstration house. DUE January 19, 1999 by 12:00 NOON City of Iowa City Department of Planning and Community Development 410 E. Washington Street (319) 356-5230 3/6 CITY OF I0 WA CITY FYO0 CDBG and HOME FUNDING REQUEST FOR ALL HOUSING PRO:)ECT~'~ Project Name: Walden Hills Senior Housino Phase III Type of Project: New construction rental housinQ for elderly and handicapped. GENERAL INFORMATION Lead Applicant Name Iowa City IHA III Senior HousinQ Limited PartnerShip Applicant Address P.O. Box 1226; 319 E. Washinaton St. #111 Iowa City 52244 Contact Person Robert P. Burns. Manaaer Title Burns &Burns. LC.. General Partner Phone Number 319-338-7600 Fax Number 319-337-2430 E-mail Address iesseb{~avalon.net Secondary Applicant (if applicable) N.A. Applicant Address Contact Person Phone Number E-mail Address Title Fax Number Type of Applicant (check onel: Community Housing Development Organization Private non-profit organization X Private for-profit, individual or partnership applicant Public Organization Federal Tax Identification Number: 42-1483448 Amount of Funds Requested HOME $ grant $ 275.000 CDBG $ grant $ SUB-TOTAL ;~ grant ,~ 275.000 TOTAL REQUEST ;~ 275.000 If a loan is requested. olease indicate the aoDlicable loan terms: 1% Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) Other: (explain) loan loan Years 30 vr.term 6. Provide a brief description of the proposed project (please limit response to this Walden Hills Senior Housing will provide affordable rental housing for independent living of elderly and handicapped persons in a diverse neighborhood (Walden Hills Subdivision) of housing types and income levels and in close proximity to new retail services (Fareway, Hartig Drugs, etc.) in western Iowa City. The housing will encourage and support elderly and handicapped persons in achieving their highest degree of self-sufficiency by providing all dwelling units as handicapped accessible and by including common areas for support services. The housing also will be available to homeless seeking permanent housing as they move on from transitional housing. Residents will be able to age in place as they find the need to use support services that will be offered in common areas. The project site is properly zoned and all infrastructure is in place. The City HOME loan of $275,000 will be highly leveraged with five other sources of financing that total $2,513,307 or $9.14 for every $1 of City HOME funds. The affordability period is 30 years for all 30 dwelling units. The cost/benefit to the City is $25.46 per month per resident or $306 per year per resident. All National Objectives of the HOME program will be met. a. HOME objective - Safe and decent affordable housing. Project - new construction, 30 dwelling units for elderly and handicapped at fair market rent. b. HOME objective - must benefit persons/households below 80% median family income (MFI) Project - all units will be leased to households below 60% MFI. c. HOME objective - 90% of HOME assisted units must be targeted to persons/households below 60% of median family income (MFI) Project - priority of all vacant units to households 0-30% MFI and Section 8 certificates 40% of units leased to households below 50% MFI. 100% of units leased to households below 60% MFI. 7. 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 Received Budgeted Amount Amount Expended (to date) FY97 (July, 96 - June, 97) None None FY98 (July, 97 - June, 98) None None FY99 (July, 98 - June , 99) None None 7b. Does the proposed project pay property taxes? Yes X No If property taxes are not paid, does the proposed project make a Payment In Lieu of Taxes? Yes No __ If 'yes', what is the percent of full taxes paid? __% and amount paid $ Briefly describe the project goals for-providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates}. The project will expand affordable rental housing by constructing thirty new dwelling units for elderly and handicapped with rents at the HUD Fair Market Rent (FMR). Without the use of rental assistance, the 28 one-bedroom project rents are affordable to a one person household at 47% median family income (MFI) and to a two person household at 41% MFI. Similarly, without rental assistance, the 2 two-bedroom project rents are affordable to a two person household at 53% MFI and to a three person household at 47% MFI. Calculations are based on 1998 MFI figures and will be lower when 1999 figures are released. Describe in detail the project location, address(es), (provide maps and/or drawings), type of project {new construction, acquisition, rehab, tenant based rent assistance or downpayment assistance), total number of units and number of units assisted with oublic funds, The project is new construction of affordable rental housing units. Total number of units and units assisted with public funds is 30. The project is located at Phase III of Lot 53, Walden Hills Subdivision and consists of 28 one-bedroom and 2 two-bedroom dwelling units in a 3-story elevator building. Lot 53 is 8.66 acres located north of Rohret Road, east of Hwy. 218 and west of Shannon Drive. Lot 53 is part of a new 40-acre residential subdivision that is being developed to promote a diversity of housing types and income levels. Phase III is designed to stand-alone but there are three other phases each with similar 30 unit buildings. Phase I is pending an award of City HOME funds. Phase II is pending an award of Low Income Housing Tax Credits and Housing Assistance Funds from the Iowa Finance Authority's FY99 tax credit round. 1Q. Please detail a complete budget including the proposed sources and uses of funds for the project. Include ell other funding requested for the proposed project to be completed {e.g. infrastructure improvements). Where oossible olease orovide third party documentation for project costs. PROJECT USES Construction On site improvements Architectural/Engineering Third Party Inspection/Davis-Bacon Compliance Surveying and Platting Archaeological, Environmental Construction Interest Construction loan fee Real Estate Legal Legal/Partnership Accounting Cost Certification/Audit Tax Credit Fees Reproductions Plans and Specs. Market Study Site Appraisal Development Appraisal Open Space Fee, Impact Fees Property Taxes during Construction Land Organizational Developer Fee/Overhead Initial O&M Total Uses COST 1,784,000 74,000 111,480 11,613 12,000 5,000 109,261 20,000 10,000 10,000 15,000 18,000 8,000 7,000 2,500 3,000 5,000 5,000 238,250 500 328,703 30,000 $2,808,307 THIRD PARTY DOCUMENTATION (Van Winkle Jacob Construction Management) (Van Winkle Jacob Construction Management) (Burns; K. Moser; Van Winkle Jacob) (Van Winkle Jacob Engineering) (MMS Consultants) (VanWinkle Jacob Engineering) (Hills Bank & Trust Co.) (Hills Bank & Trust Co.) (Leff, Haupert, Traw & Willman, LLP) (Morain, Burlingame & Pugh, P.L.C.) (McGladrey & Pullen, LLP) (Iowa Finance Authority) (Technigraphics, Inc.) (Rick E. Lewis, MBA/Analyst) (East Iowa Commercial Real Estate Appraisers) (East Iowa Commercial Real Estate Appraisers) (City of Iowa City) (City Assessor) (Southgate Development Inc.) (Morain, Burlingame & Pugh, P.L.C.) (NCSHA, IFA, IDED Guidelines) (National Management Corporation) PROJECT SOURCES Iowa Finance Authority-HAF Loan IDED-HOME Loan City of Iowa City HOME Loan Hills Bank & Trust Co./FHLB-CIP Loan Equity from Affordable Housing Tax Credit Hills Bank and Trust Co./Waived loan fee Total Sources 30,000. 700,000 275,000 270,354 1,512,953 20,000 2,808,307 * Commitment letters are attached for each award of funds. (This Application) (Awarded November 6, 1997)* "st9 11. requested for the proposed project. Funding Source and Type of Funds Iowa City CDBG (public) Iowa City HOME (public) State of Iowa HOME (public) Iowa Finance Authority (public) City of Iowa City - Tax Increment Financing (public) City of Iowa City - Tax Abatement or Exemption (public) Applicant Contribution of Equity (private) Private Lender Financing (private) Low Income Housing Tax Credits (private) Private Foundation(s) (private) Volunteer Labor and/or In-kind Donations (private) Other Private Resources (private) Please complete the table below showing the types and amounts of funding being Amount of Funding Requested 0 275,000 loan 700,000 loan 30,000 loan 0 0 270,354 loan 1,51 2,953 equity 0 20,000 (waive loan fee) 11b. Total of Private Funds Total of Public Funds TOTAL PROJECT FUNDING Number of Units Requested Public Subsidy Per Unit $ Total Cost Per Unit $ 1,803,307 (a) 1,005,000 (b) 2,808,307 (c) (sum of lines a and b) 30 (d) 33.500 {line b divided by line dl 93,610 (line c divided by line d) NUMBER of UNITS ASSISTED WITH PUBLIC FUNDS 30 If partial funds are awarded, will the project/program continue? Yes No X If yes, at what level? For every dollar less of City HOME funds, the applicant will lose $3 in State HOME funds from Iowa Department of Economic Development (IDED). The City HOME loan leverages other financial resources to finance construction and long term debt at interest rates and terms that will keep rents affordable. Any reduction of City HOME funds would raise rents. Applications for Low Income Housing Tax Credits (LIHTC) and a Housing Assistance Fund (HAF) loan will be made to the Iowa Finance Authority in the fall of 1999. The applicant will apply for a construction loan from the Hills Bank and Trust Company to purchase the project site and construct improvements. Permanent financing has been committed by the Hills Bank / FHLB-- CIP loan. A loan originat{on fee will be waived by the Hills Bank. The project leverages human resources by providing affordable housing to residents who need the services of social service agencies who support handicapped and elderly persons such as IMPACT (University of Iowa Mental Health Clinical Outreach), Hillcrest Family Services, Life Skills and Elderly Services Agency. See the complete list attached "Assistance to Elderly Persons And/Or Persons With A Disability." These agencies need affordable rental housing to be available in order to administer to their clientele, and operate their program. The applicant's general partner currently operates the Citizen Building Apartments under similar circumstances and arrangements with social service providers. 12. 13. 14. 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. ff the proposed project is requesting HOME funds from the State of Iowa please describe how the ~3roject will meet this matching requirement without the use of City funds. Local HOME Funds Requested $ 275,000 x .25 = $ 68,750 Local Match State HOME Funds Requested $ 700,000 x .20 = $ 140,000 State Match Two sources of match are provided. The first is $10,113 in eligible match from the net present value of the difference between interest rates of an Iowa Finance Authority HAF loan and a market rate loan. The second is $20,000 in eligible match from Hills Bank and Trust Company's waiver of their normal 1% loan origination fee for construction financing. The Iowa Department of Economic Development has banked match sufficient to make up for the shortfall of State match. To help promote the efficient use of federal, state and local funding please describe hew the project will maintain longer-term (~ excess of CDBGWOME program reqdrements) or permanent affordability; and, show how the project will provide for affordable housing at rental rates lower then those in the existing rental market. Long term affordability will be maintained for 20 years under the Iowa Department of Economic Development (IDED) and City HOME program and for 30 years under the federal Low Income Housing Tax Credit program that is administered by the Iowa Finance Authority. Rental rates will be set at the HUD Fair Market Rate making units eligible for rental assistance from the Iowa City Public Housing Authority Section 8 housing certificate program. Rents shown are after deduction of utility allowance of $47 for 1BR and $64 for 2BR. The table compares project rents and fair market rents with average rents from two independent market studies Senior Housing Fair Market 7th Annual Independent Project Rents Rents Apartment Market Study Survey * Survey * * 1 BR $394 $394 $451 $510 2 BR $503 $503 $577 $590 * East Iowa Commercial Real Estate Appraisers, Iowa City, IA, 1998. ** Rick Lewis, MBA, Market Analyst, Phoenix, AZ, September 15, 1998. 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 aereernent for the use of CDBGWOME fundine. Date July 1, 1999 Current Status Oct. 1, 1999 Oct. 1, 1999 June 1, 2000 July 1, 1999 June 30, 2001 June 30, 2001 June 30, 2001 June 30, 2001 June 30, 2001 Description of Activity Beginning of City Fiscal Year and Project Start Date Site properly zoned. Apply for State HOME loan from Iowa Department of Economic Development Apply for Low Income Housing Tax Credits and Housing Assistance Fund loan from Iowa Finance Authority. Issue notice to proceed with construction First construction draw; begin expenditure of HOME funds Complete construction; certificate of occupancy Permanent financing put in place Pay off construction loan; complete expenditure of HOME funds Start move-in of residents Complete HOME regulatory compliance documentation and AHTC project cost certification 15. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget (include evidence of financial commitment(s) including terms and amounts). Ownership and management is based in Iowa City at the office of the general partner, Burns & Burns, L.C., by Robert P. Burns, member/manager and Jesse D. Burns, member. They have developed and currently manage 143 units of housing in Iowa City/Johnson County and 553 additional units throughout Iowa. Robert P. Burns is an architect, real estate developer and property manager with affordable housing experience since 1978. Jesse D. Burns is a real estate developer and property manager since 1993. Together Burns & Burns represent two generations, one with over 20 years experience in affordable housing and the other with youthful dedication to carry on well into the next century. Burns & Burns has developed 30 affordable housing projects using multiple sources of financing and each one has been on time and within budget. Robert P. Burns has been invited to speak on housing issues by the Iowa Legislature and Iowa Department of Economic Development. Costs are documented and project is ready to proceed. Financial commitments have been received in writing from the following sources for the terms and amounts shown: '1. $270,576 loan, 9%, 20 yr. term, 30 yr. amort. Hills Bank & Trust Company Nov. 6, 1997' · Commitment letter is attached for award of funds. The award of City HOME funds will document local support and strengthen applications for Low Income Housing Tax Credits and State HOME funds that will be submitted in the fall of 1999. City HOME funds would be the catalyst for other financing. 16. Tell us why this project is needed (include information from market studies or other supporting documentation) and how it will fill a gap in the City's housing market. In addition, describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Consolidated Plan and the Maxfield Housing Market Analysis. (Please specify the mpplicable priority need and prio~ty need level, as shown on pages 74-76 in CITY STEPS) The applicant commissioned an independent professional market analyst (Rick Lewis, MBA, Phoenix, AZ) to conduct a study of rental housing at west Iowa City. It was updated in September 1998. The study concludes there is demand for additional rental housing for elderly and handicapped that exceeds the thirty-unit size of this project. Absorption of units should occur at a rate of 5 to 7 units per month. Stabilized occupancy should occur in 3 to 6 months. The market at this location should be able to absorb 150 units of affordable senior housing over the next two-year period. The applicant's general partner developed and manages the Citizen Building Apartments, affordable rental housing for elderly and handicapped in Iowa. City. It has been 100% occupied since August 36 with a disability indicated, without any 1995 when it opened and has waiting list of 62, advertising. City STEPS Priority Need 1. Renter/Elderly/Cost Burden > 30% 2. Renter/Elderly/Cost Burden > 50% 3. Renter/Elderly/Overcrowded 4. Homeless Needs Priority Need Level (Hiah, Medium, Low) 1. High (incomes 0-30% MFI) 2. High (incomes 0-30% MFI) 3. High (incomes 0-30% MFI) 4. High (incomes 0-30% MFI) a. New construction 30 units rental housing for elderly and handicapped. b. Provide priority for vacant units, including initial rent up, to 0-30% MFI c. Provide priority to Section 8 voucher and certificate holders d. Priority to homeless seeking permanent housing 5. Renter/Elderly/Cost Burden > 30 % 6. Renter/Elderly/Cost Burden > 50% 7. Renter/Elderly/Overcrowded 8. Homeless Needs a. b. 10. 11. 12. 5. Medium (incomes 31-50% MFI) 6. Medium (incomes 31-50% MFI) 7. Medium (incomes 31-50% MFI) 8. High (incomes 31-50% MFI) New construction 30 units rental housing for elderly and handicapped Without additional subsidy or rental assistance, project rents are affordable to one-person household and 47% MFI and two person household at 41% MFI. c. Under HOME regulations, projects that combine HOME funds with Low Income Housing Tax Credits must have no less that 40% (12 units) of HOME assisted units occupied by households at or below 50% MFI. d. Priority to homeless seeking permanent housing. Renter/Elderly/Cost Burden > 30% Renter/Elderly/Cost Burden > 50% Renter/Elderly/Overcrowded Homeless Needs a. New construction 30 units rental housing for elderly and handicapped. b. Under Low Income Housing Tax Credit regulations, all units must be leased to households at or below 60% MFI. 9. Medium (incomes 51-80% MFI) 10. Medium (incomes 51-80% MFI) 11. Low (incomes 51-80% MFI) 12. High (incomes 51-80% MFI) c. Priority to homeless seeking permanent housing. 13. Senior Services 14. Handicapped Services a. 13. High 14. High New construction of housing with common areas designed to accommodate services for elderly and handicapped. Common areas include a kitchen, dining area, public restroom, conversation lobby, reading library, audio-video library, laundry on each floor, exercise room and limited access entry with intercom to each unit. b. Central mail delivery area off conversation lobby to encourage interaction of residents and to monitor pickup. c. On site office for site manager to identify individual needs of residents. 15. Accessibility Needs 15. High a. All 30 units are 100% accessible new construction rental housing for elderly and handicapped. The Maxfield Housing Market Analysis and Demand Estimates for the City of Iowa City commissioned by the City, recommends for short-term development (through 2005) 485 units of senior housing (325 independent and 160 assisted living). For households with incomes 0-50% of MFI, they estimate a need for an additional 700 units of subsidized general occupancy housing and 50 units of subsidized senior housing in the urban area through 2005. For households with incomes of 51-100 percent of MFI, they estimate a need of an additional 580 affordable general occupancy units and roughly 140 affordable independent senior housing units in Iowa City urban area through 2005. The FY99 Annual Action Plan, May 1998, shows a housing need for elderly renters as "high" (186 units) for 0-30% of MFI, "medium' (136 units) for 31-50% of MFI and 'medium" (132 units) for 51- 80% of MFI. Only 36 units of new elderly housing were funded in FY99. Special Needs/Non- Homeless have a "high" priority need for elderly, frail elderly, severe mental illness, developmentally disabled and physically disabled which are all target groups for this project. 3 -3 17. 18. Discuss your organization's policy for obtaining input from low income persons potentially benefiting or affected by the proposed project and your mechanism(s) for obtaining feedback once the project is completed. If applicant is a non-profit, please include evidence (such as minutes of a formal meeting) that the proposed project has the support of the organization's Board of Directors. The applicant contact person is directly involved with the day to day operations, compliance monitoring, and site management of a rental housing development in Iowa City that targets elderly and handicapped with household incomes from 0% to 60% median income. The applicant contact person receives input from existing residents and potential residents on the waiting list. The applicant contact person has been involved with the development and/or design of over sixty affordable housing projects throughout the State of Iowa. This includes 30 projects having 696 apartments that currently are being operated. It is the applicant's policy to utilize all related experience and input when developing housing. Specifically for this project, the applicant has contacted the following organizations for their input and support: IMPACT, Elderly Services Agency, ICPHA, Life Skills and Hillcrest Family Services. Responses include the following two testimonials: 'Stable housing is essential for persons with serious mental illness if they are to live productive and rewarding lives in our community." Elizabeth A. Hradek MA, RN, Clinical Nurse Specialist IMPACT (Uofl), January 17, 1999 "By providing more affordable housing to persons with disabilities you may also be providing them a place to live where they may have opportunities to grow and recover as well.' Eric Goyke, Program Coordinator Hillcrest Family Services, February 2, 1998 During operations of this project, the applicant will obtain input from the agencies listed on the attachment to this application entitled "Assistance To Elderly Persons And/Or Persons With A Disability." An objective of the City of Iowa City Comprehensive Plan is to promote diverse housing developments (variety of housing types and a mix of all income levels) please describe the target population this project is to serve and how the project will promote diversity. Also, please indicate the number of persons or households that will benefit from the proposed project by income category (see attached table for local Income Guidelines). Number between 0 - 30% median income 30 Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income TOTAL 30 Percent LMI 100% Circle Persons or Households persons or Ihouseholds~ {a) persons or households persons or households (c) persons or households (d) persons or households (e) Persons or Households (f) (lines {a + b + c) divided by line f) Priority for all vacant units, including initial rent up, wil[ be provided to persons with 0-30% median family income {MFI). Priority will be provided to persons with Section 8 vouchers or housing certificates. Diversity will be achieved through the Planned Area Development Plan that has been approved by the City Council for Walden Hills Subdivision. Walden Hills is planned to include a variety of housing types that also reflect affordability by a variety of income levels. There are 249 total units planned consisting of elderly housing (this project of 30 units and three later phases of 30 units each), single family (46 units), four-plexes (44 units), six-plexes (12 units), three-plex (3 units), eight-plex (8 units) and duplexes (16 units). 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. units to be rehabilitated). Second, please discuss how these outcome data will be met by the proposed project. Each item number of outcome data corresponds with the same number of how they are met by the project. Outcome data and key elements: How they are met by the project: 1. Provide decent, safe and sanitary housing. 2. Provide affordable rental housing. 3. Eliminate cost burden of elderly renters. 4. Eliminate overcrowding of elderly rentere. 5. Assist homeless seeking permanent housing. 6. Provide senior services. 7. Provide handicapped services. 8. Provide for accessibility needs of elderly and handicapped. 9. Provide affordable housing in a diverse neighborhood. 10. Encourage elderly and handicapped to achieve highest degree of self-sufficiency. 11. Provide independent living to allow residents to age in place. 12. Aggressively pursue funding for affordable housing from federal, state, and private sources to supplement City efforts. (City STEPS strategy) 13. Utilize Low Income Housing Tax Credits for development of affordable housing units (City STEPS strategy) 14. Ensure that suitable undeveloped land is zoned for higher densities (City STEPS strategy) 15, Pursue infill development of non-conforming lots (City STEPS strategy) 1. New construction of 28 one bedroom and 2 two bedroom dwelling units 2. Rents at HUD fair market rent. 3. Priority for vacant units to Section 8 certificate holders and to households with 0-30% median family income (MFI); without rental assistance rents are affordable to one person households at 47% MFI and a two person household at 41% MFI. 4. New construction rather than rehabilitation or conversion. 5. Priority for vacant units to homeless moving from transitional housing. 6. New construction of common areas designed to accommodate services for elderly. 7. New construction of common areas designed to accommodate services for handicapped. 8. All 30 dwelling units are accessible. 9. The housing is located in Walden Hills Subdivision that will contain 249 dwelling units of diverse housing types and income levels. 10. All dwelling units are handicapped accessible and common areas are designed for support services. 11 .Residents will find the need to use support services offered in common areas. 12. Project combines five other sources of financing, federal, state and private, that leverages $8.53 for every $1 of City funds. 13. Low Income Housing Tax Credits already have been awarded to project by Iowa Finance Authority; 30 year affordability period stretches City funds to cost/benefit of $306 per year per resident or $25.46 per month. 14. Walden Hills Subdivision was rezoned from RS-5 to OPDH-8 with diverse housing types. 15.Walden Hills Subdivision developed 40 acres of infill, marginal agricultural land. ASSISTANCE TO ELDERLY PERSONS AND/OR PERSONS WITH A DISABILITY Adult Day Program Age-Related Macular Degeneration Support Group Alliance for the Mentally III of Johnson County Alzheimer's Association Alzheimer's Support Group (U of I) American Association of Retired Persons (AARP) Arc of Johnson County Atrium Village Camp Courageous of Iowa Caregivers' Support Group Case Management for the Elderly Chatham Oaks, Inc. Compuplay, YWCA Congregate Meals Coralville Autumn Club CORE-Community Re-entry for persons with brain injury Crisis Center Deaf Services Commission of Iowa Department of Veterans Affairs Medical Center Hospital Based Home Care Diabetes Association, American {Iowa Affiliate, Inc.) East Side Village Easter Seal Society of Iowa, Inc. Elderly Access Program, Iowa Dental Association Eldedy Services Agency of Johnson Co. Shared Housing Program Epilepsy Association of Iowa Evertt Conner Center for Independent Living, Inc. Friendly Folks Golden Age club of Iowa City Goodwill Industries of Southeast Iowa Grant Wood Area Education Agency HACAP {Hawkeye Area Comm. Action Program, Inc. Handicare, Inc. Heritage Area Agency on Aging Legal Services Program Home Delivered Meals Home Life Medicare Services, Inc. Hospice, Inc., Iowa City Human Services, Iowa Department of, Johnson County Iowa Braille and Sight Saving School Iowa City Care Center Iowa City Public Library Iowa Department for the Blind Iowa Dept. of Transportation, Drivers License Dept. Iowa Pilot Parents, Inc. Iowa Protection and Advocacy Services, Inc. Iowa Veterans Home Job Opportunities of Johnson County, Inc. Job Service of Iowa Johnson County, County of Learning Disabilities Association of Johnson County Lekotek. YWCA LIFE Skills, Inc. Lone Tree Senior Citizens' Club March of Dimes Birth Defects Foundation, Eastern Iowa Mary O. Coldren Home Mercy Hospital: Home HealthCare, Lifeline, Stroke Club Multiple Sclerosis Support Group, Iowa City Muscular Dystrophy Association National Association of Retired Federal Employees Nelson Center Pursuing Adventures in Learning {PAL) Reach for Your Potential REM-IOWA, Inc. Retired Senior Volunteer Program {RSVP) SEATS, Johnson County Senior Center, Iowa City/Johnson County Senior Peer Counseling Program Social Security Administration Solon Senior Citizens Special Recreation, Inc. Speech and Hearing Clinic, Wendell Johnson (U of I) Swisher Socialires Systems Unlimited, Inc. Threshold University of Iowa - Hospitals & Clinics Veterans Affairs Medical Center, Department of Hospital Based Home Care Visiting Nurse Association of Johnson County (VNA) Vocational Rehabilitation Services, Division of Wendell Johnson Speech and Hearing Clinic (U of I) Hillcrest Family Services February 2,1998 fli!lcrest House 1744 Second Avenue SE Cedar Rapids, Iowa 52403 319/365-1205 Hillcrest Residence 214 Church Street Iowa City, Iowa 52245 319/337-7315 Marywood 2671 Marywood Dubuque, IA 52(X)1 319/557-4401 Vizaleea 1785 Vizaleea Dubuque, IA 52001 319/588-1772 Birch House 745 Pepper Drive Iowa City, IA 52240 31 c~/341-984<) To Whom it may Concern (City of Iowa City): [ am writing this letter as a letter of support for the Iowa City IHA Senior Housing application for tenant based rental assistance and the development of affordable rental housing for senior citizens and/or persons with disabilities. I have now worked in lowa City for almost four years with assisting individuals with disabilities to learn independent living skills so that they may maintain their apartment or move from a higher level of care and into their own apartment or home. Affordable housing always seems to be a topic of discussion in my work with this population. Most of those individuals with disabilities that I've worked with have had limited financial resources to adequately support themselves and rental assistance was a necessary component for them to remain or obtain independent living in the community. Iowa City appears to be a rich neighborhood in what resources it has to offer the community, especially the population I serve. Iowa City is fortunate to have three hospitals as well as many mental health agencies in the area that offer support to persons with disabilities. This city also has many other wonderful things to offer that like most people appreciate individuals with disabilities would too like to take advantage of such as beautiful parks, an excellent transportation system, and other recreational facilities and activities. Basically, Iowa City is a wonderful place to live and has much to offer its residents. Why not continue to make Iowa City a place that all people may have an opprtunity to enjoy, especially those that are less fortunate financially. By providing more affordable housing to persons with disabilities you may also be providing them a place to live where they may have opportunities to grow and recover as well. The Iowa City IHA Senior Housing has demonstrated in the past that they have been committed and able to meet the housing needs of the community and with your assistance they may further continue their goal of providing housing to those desiring it. The Iowa City Press Citizen building that was renovated to house persons with disabilities is an excellent example of this company's commitment to serving the public and those in need of housing. I have heard only positive comments from the public as well as the residents themselves as to how beneficial it has been to have an affordable housing facility like this located in the heart Iowa City. It has provided those financially limited residents to have the opportunity to participate and take advantage of this wonderful city. Sincerely, ,,. ,__. .'~.~ .__-- Eric Goyke Program Coordinator: Hillcrest Residence, 214 E Church St. Iowa City, IA. 52245 UNIVERSITY OF IOWA HOSPITAL AND CLINICS IMPACT Mental Health Clinical Outreach 200 Hawkins Drive Iowa City, IA, 52242 1/17/99 Jesse D. Burns Iowa City IHA Senior Housing Limited Housing Partnership 319 East Washington Street Suite 111, PO Box 1226 Iowa City, IA 52244 Dear Mr. Burns: I am writing to convey my enthusiastic support of your application to the City of Iowa City for tenant based rental assistance and the development of affordable housing for persons with disabilities. Your plan to increase the availability of rental assistance and decent affordable housing for persons with disability is a significant and timely contribution to the Iowa City community. In my position as an advanced practice nurse working in the community with persons who have serious and persistent mental illness I frequently assist with housing issues. It has been my experience that the persons I work with often wait 12-14 months to receive rental assistance. Once they reach the top of the list, they also often experience difficulty finding housing which will rent to them and accept their rental assistance. Stable housing is essential for persons with serious mental illness if they are to live productive and rewarding lives in our community. Disruption in living arrangements can, and often does, precipitate a relapse of illness and return to the hospital. It is my pleasure to support your proposal and look forward to assisting in any way possible with your goal of improving access to affordable housing for persons with disability. Sincerely, Elizabeth A. Hradek MA. RN Clinical Nurse Specialist ., ., ., ., r ,, - Ic:) I ~p/, : ,/ ,,/ / b I II II ,_1-1 II II II II II II II II II II II II II II II II l.g/s II II It II II II II II II II II I I I I Z 0 ;,, ® / ..=/,..,:_.,. .3 ~_.,. ~" a/, ~-.,,~~® t ® Z © 4 b® ® ~ = """ ........... -izI* a~ o o o o Hills Bank and Trust Company 1401 S. Gilbert Street 319-338-1277 November 6, 1997 Robert P. Bums Iowa City IHA Senior Housing Limited Partnership 319 E Washington Street, Suite 111 P.O. Box 1226 Iowa City, IA 52244 Re: Phases I, II, III, IV, Lot 53, Walden Hills Subdivision, Iowa City, IA Dear Bob: We have reviewed your application for a permanent loan commitment in the amount of $1,443,000.00, for the above referenced project here in Iowa City. Based on our loan committee discussion today, we approved your request subject to several contingencies. It is our understanding that this project will be built in phases of approximately 30 units per phase. Since these permanent loan funds will be needed at various times in the near future, we are not able to commit a specific interest rate at this time; although it would be based upon our cost of funds through the Federal Home Loan Bank of Des Moines, plus our margin. At the present time, our rate would be 8.75 - 9.00 % range. Likewise, our present intention is to write this loan for a term of 20 years, based on a 30 year amortization. However, this is subject to our obtaining comparable funding from the Federal Home Loan Bank of Des Moines. This commitment is subject to the following: · Our board of directors appmving your application. · A third party appraisal indicating that our loan amount would not exceed 85% of the appraised value of the project. · Approval and written commitment from each of your funding sources. · Issuance of a title opinion by your attorney indicating Hills Bank can obtain a valid first mortgage lien position on the property. · A hazard insurance policy on the property with Hills Bank and Trust Company named as "mortgagee" on the property. · No significant material changes on your real' estate application from the date of application through the closing date. · If the property which secures this loan is determined to be located in a flood zone, flood insurance will be required. · Your personal guarantee of the permanent loan(s). · 131 Main Street, Hills, Iowa 52235, 319-679-2291 Stre~e, 1401 South Gilbert Street, Iowa City, Iowa 52240, 319-338-1277 · 1009 2rid Street, Coralville, Iowa 52241, 319-351-8000, · Highway 965, North Liberty, Iowa 52317, 319-626~2381 · 132 E. Washington Iowa City, Iowa 52240. 319-351-3337 Bums Page 2 November 6, 1997 We would be able to give you a more finn commitment, after our board of directors meets on Tuesday, November 1 !, 1997. Additionally, as soon as the plans and specifications have been drawn we can order appraisals for you. If the c0ns~,-uction lender does require appraisals, we would ask that those appraisals be provided to us, as well. We appreciate this opportunity to assist you with this worthwhile senior housing project. Please contact me, if you need any clarifications regarding these conditions. Vice PrL;' ~ R;~_j'. ly RJPUadn 33 , Hills Bank and Trust Company 1401 S. Gilbert Street 319-338-1277 November 13, 1997 Mr. Robert P. Bums Iowa City IHA Senior Housing Limited Partnership 319 East Washington Street, Suite I 11 PO Box 1226 Iowa City, IA 52244 Dear Bob: Our Board of Directors approved your loan application at its November board meeting. Therefore, that stipulation has been waived. Thank you, too, for your telephone.call informing us that the property has been approved for the proper zoning for your project. Thank you for keeping us updated on the status of this project and we look forward to working with you on it for many months to come. RJR/kmd 319-679-2291800~7401 South Gilbert Street, Iowa City, Iowa 52240, 319-338-1277 · 131 Main Street, Hills, Iowa 52235, . · 1009 2rid S!reet, Coralville, Iowa 52241, ,..119-351- Highway 965, North Liberty, Iowa 52317, 319-626-2381 · 132 E. Washington Slreet, Iowa City, Iowa 52240, 319-351-3337 CITY OF IOWA CITY i JAN FYO0 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING REQUEST FOR NON-HOUSING PROJECTS Name of Project: 2a. b. Evaluation of the Downtown Retail and Office Sectors c. Amount of CDBG Funds Requested ~_35,000~ Loan $ Grant 9_35,000 Type of Loan: (check applicable line) Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) Name and Address of Applicant/Organization Economic Development Division Iowa City Department of Planning & Community Development 410 E. Washington Street Iowa City, IA 52240 Amount Contact Person: David Schoon Phone Number: 356-5236 Fax NUmber: 356-5009 Email Address: david_schoon@iowa-city.org Location of Proposed Project: Downtown Iowa City 7. Brief summary of the proposed project: e Check CITY STEPS Objective(s) met: __Affordable Housing Needs Homeless Needs Public Facility Needs Public Service Needs X Economic Development Needs (Planning) An economic development and marketing consultant will be hired to complete an evaluation of the downtown retail and office sectors. This evaluation will consist of an analysis of the downtown's current retail and office climate and operations. The study will determine downtown's future retail and office potentials, including a listing of business types that have the potential to successfully expand or be recruited to the downtown. It will also provide a business enhancement and recruitment strategy that defines specific steps that should be taken to enhance existing businesses and recruit appropriate businesses to the downtown. Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify the applicable priority need and pdority need level, as shown on pages 74-76 in CITY STEPS) With the recent opening of the one million plus square foot Coral Ridge Mall, the local retail market is experiencing significant changes. The size of Coral Ridge Mall is equal to approximately the combined size of Gateway One Center, Lantern Park Plaza, Pepperwood Plaza, Westport Plaza, Sycamore Mall, and Old Capitol Mall. With additional commercial development around Coral Ridge Mall, further changes in the retail and office market will occur in the Iowa City area. In an October 1996 study presented by Professor David P. Brennan of the University of St. Thomas, St. Paul, MN, Professor Brennan estimates that approximately 250,000 square feet (the size of Sycamore Mall) will be left vacant due to just the relocation of existing stores to Coral Ridge Mall. This estimate does not include the creation of vacant space as a result of existing stores closing or reducing their size as a result of the increased competition. Though the full impact of the Coral Ridge Mall on downtown is yet to be seen, vacant space has been created due to relocations and some of the existing stores have experienced significant reductions in sales. An evaluation of the downtown retail and office sectors will help the community prepare a comprehensive strategy for the downtown office and retail sectors to respond to the changing marketplace. A retail and office market analysis would provide benefits to those that live and work in the urban center of Iowa City, as well as the entire community (See question 10 for further elaboration). The knowledge that would be gained from the retail and office market analysis would help maintain the commercial vitality and historic significance of the traditional city center. A retail and office market analysis would promote the priorities, strategies and goals of City Steps by providing information necessary to maintain/retain existing businesses and attract quality new businesses. The information provided by a retail and office market analysis will assist in the provision of technical assistance to businesses and aid in the planning process, both of which have been identified as high priorities by City Steps. Specifically, a retail and office market analysis would meet the following goals outlined in City Steps: Economic Development Needs: Technical Assistance (Table IV. 1, page 76) A retail and office market analysis would provide necessary information about the downtown market to groups that provide assistance to businesses. Economic Development Needs: Planning (Table IV. 1, page 76) A retail and office market analysis would provide necessary information about the Iowa City retail and office market that would be extremely beneficial in the planning process of developing programs to assist with ensuring the continued economic vitality of the downtown. Planning Technical Assistance Priority Need High/High Priority Need Level (High, Medium or Low) 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). Second, please discuss how these outcome data will be met by the proposed project. The outcome of a retail and office market analysis will provide the community with information and recommendations that will assist the City and other community organizations in better meeting the needs of residents and businesses in the downtown area. With this data, businesses will be better able to position themselves in an increasingly competitive market. Additionally, an enhanced downtown marketplace will ensure that residents and businesses have an adequate mix of necessary goods and services available to them in close proximity to where they live or work, as well as have an opportunity to live close to where they work. Specifically, the retail and office market analysis will provide: · An analysis of the downtown's current retail and office climate and operations; · A determination of the downtown's future retail and office potentials, including a listing of business types that have the potential to successfully expand in or be recruited to the downtown; · A position statement that defines the most appropriate retail and office niches that should be encouraged in the downtown and that serves as a guide for further positioning and enhancing of the area for economic success; and · A business enhancement and recruitment strategy that defines specific steps to enhance existing businesses and recruit appropriate businesses to downtown. 10. List goal(s) of this project. In addition, please indicate the best you can the number of beneficiaries according to the following income categories: (please see attached Income Guidelines for Iowa City) Number between 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over 100% median income TOTAL (Circle persons or households) persons or households persons or households persons or households persons or households persons or households Persons or Households (* *See below) * *The project provides benefit to a low-moderate income area, Census Tracts 1 O, 11, 16, & 106, (see attached map) as identified in City Steps, page 38. In the Spring of 1997 and based upon the work of the City-appointed Downtown Strategy Committee, the City of Iowa City adopted the Downtown Strategy & Proposed Action Plan: Iowa City's Vision for Downtown as its guide for downtown. Outlined in that document is the community's vision for downtown. It states 'Downtown is the heart of the Iowa City community. It is and should continue to be distinguished by its unique and lively mix of commerce, culture, education, entertainment, government, and recreation for residents and visitors. ~ One of the plan's five goals is to "create a positive climate that focuses on the retention and recruitment of businesses." The plan further outlines a strategy to accomplish that goal, which is to "undertake a market study that will provide the necessary information for a successful marketing program.~ Part of that marketing campaign includes a "program to promote business retention and development in the downtown." In addition to the community-wide goal of ensuring that downtown remains a commercial center for the entire community, ensuring the commercial health of the downtown also benefits downtown area residents who are predominately low and moderate income households. The households in Census Tracts 10, 11, 16, and 106, house one-fifth of the community's population. Maintaining a vibrant commercial center in close proximity for one-fifth of the community's population is an important community goal which provides these residents with the goods and services they need and want, while also providing employment opportunities that meet their individual needs. 11. General Description of Activities: List major activities of the project {how do these activities address your goals listed in//107). Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry out the project). Given that staff does not have the necessary expertise to complete a thorough evaluation of the downtown retail and office sectors and to develop the corresponding implementation strategies, a consultant needs to be hired to perform these tasks. As the staff person responsible for coordinating the implementation of the Downtown Strategy Plan, the Economic Development Coordinator will coordinate the hiring of the consultant and working with the consultant throughout the study. The time schedule for this project is as follows. Requests for consulting services proposals will be sent to qualified consultants no later than early July 1999 with consultant proposals due by mid-August. A consultant should be selected in early September with consultant's work to begin by late September. The study should be completed by January 2000 with implementation of study findings beginning the spring of 2000. A consultant will be hired through the City of Iowa City's standard "Request for Proposal" process to ensure that the selected consultant is qualified and will perform required services at a competitive price. The Economic Development Coordinator will work closely with the Community Development staff to ensure that all CDBG federal regulations are adhered to while using CDBG funds for this study. 12. If funds are not awarded, will the project/program continue? Yes No X Unless funds can be acquired from other sources. If partial funds are awarded, will the project/program continue? Yes__ No X If yes, at what level? 13. If funds are awarded, will the project/program continue after the CDBG funds end? Yes No X As part of the evaluation a market position and implementation strategy will be developed that will define specific steps that should be taken - both by the private and public sectors over a several year period - to enhance existing businesses and recruit appropriate businesses within downtown. As part of the implementation strategy, a future application for CDBG funds may be submitted requesting funds to assist with a specific implementation strategy, such as a facade loan program or a tenant finish program. 14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel 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. Please include the cost of an audit for any project over $300,000 and 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. EXPENSE CATEGORY (e.g. salaries, acquisition, rehab} If possible, please prioritize the budget Consulting Services Staff Support CDBG FUNDS BUDGET BREAKDOWN Please place an X in box that applies. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm. FUNDS FUNDS Kind ~35,000 X $4,000 City of Iowa City X TOTALS ~35,000 $ 15. 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). In-kind assistance in the form of people power to help with components of the evaluation have been requested from the Downtown Association and Northside Marketplace. 16. Have you received CDBG funding in the past? Yes~ No X (If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are underway please indicate the amount of funds remaining to be expanded. 17. Does the proposed project pay property taxes? Yes __ No X The proposed project does not pay property taxes directly, but one of the goals of the project is to maintain healthy commercial center and its corresponding tax base. 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 $ 18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by the proposed project and your policy for obtaining feedback once .the project has been completed. If applicant is a nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. As part of the study, a committee will be formed to work with the market consultant in conducting the study. Representatives of downtown area residents will be one of several groups that will serve on this committee. In addition to serving on this committee, low-income residents of the downtown, as well as business owners and other members of the community will be asked to participate in the analysis through surveys and focus groups. Once the study has been completed, participants will be surveyed to receive feedback on the process used in the study. F:\downtown\cdbd~nonhsng2 .doc Zi,. , o, PART V PROJECTS WITHDRAWN ECONOMIC DEVELOPMENT PROJECT Micro-enterprise Training: SBDC\Pappajohn Center Request $ 20,700 p. 343 PUBLIC FACILITIES PROJECT Facility Acquisition: Emergency Housing Project $375,000 p. 352 TOTAL $395,700 Name of Project: Self-Sufficiency Through Self-Employment CITY OF IOWA CITY FYO0 COMMUNITY DEVELOPMENT BLOCK GRANrr,, FUNDING REQUEST FOR NON-HOUSING PRO JECTS 2a. Amount of CDBG Funds Requested $ 20,700 b. Loan $ Grant $ 20,700 c. Type of Loan: (check applicable line) Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) 3. Name and Address of ApplicantOrganization The University of Iowa John Pappajohn Entrepreneurial Center 108 PBAB Suite S160 Iowa City, IA 52242-1000 5. Location of ~oposedProje~: The University of Iowa 108 Pappajohn Business Administration Building 7. Brief summary of the proposed project: Amount 4. Contact Person: David Hensley Phone Number: 335-0992 Fax Number: 353-2445 Email Address: 6. Check CITY STEPS Objective(s) met: Affordable Housing Needs Homeless Needs Public FaciFrty Needs Public Service Needs X Economic Development Needs The John Pappajohn Entrepreneurial Center (the Center) shall provide two nine-week business training programs for eligible low and moderate income persons residing in the City of Iowa City to encourage self-sufficiency through self-employment training and ongoing technical assistance. The programs will be held in the Fall of 1999 and the Spring of 2000. The Center will use the FirstStep training materials for the course. The FirstStep curriculum has evolved from the FastTrac Program which is a nationwide entrepreneur educational program started by the Kauffman Foundation. The University of Iowa has exclusive fights to provide this entrepreneurial, training in Iowa. FirstStep was developed to help low income persons and those on welfare obtain self- sufficiency through self-employment No costs shall be assessed to program participants. The instruction will take place at The University of Iowa College of Business by a certified FastTrac I instructor. Additional educational opportunities will be provided by guest speakers, including CPA's, attorneys, bankers, and successful business owners during the course of the training. On going mentoring and counseling at no charge will be offered for course participants in all areas of business development after the training program is completed. A written report will be made at the conclusion of the training program to summarize the immediate results of the course, with a follow-up written summary at six (6) months to report the status of the participants at that point. Such reports shall also contain information on the participants, including ethnic origin, income level and number of female heads of household: A final written report will be submitted twelve (12) months after completion of the training program to summarize the project' s satisfaction of the performance goals set forth for this project and to report the status of business starts/expansions and the on-going technical assistance being provided to course graduates. ! 12/98 Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify the applicable priority need and prtodty need level, as shown on pages 74-76 in CITY STEPS) SEE ATTACHED. Priority Need Priority Need Level (High, Medium or Low) As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key demerits the project is working towards (e.g. units to be rehabigtated). Second, please discuss how these outcome data will be met by the proposed project. The major objective of the project is to assist low and moderate income individuals to start a business. A secondary objective of the project is to help those individuals who should not start a business recognize this personal limitation and move forward with other employment or educational opportunities. The following measurements will be used to evaluate the outcome of the program: Number of program participants; Number of participants completing the program; Number of participants who seek funding for a start-up business or expansion; Number of participants who start a business within twelve months of completing the program; and Number of participants who do not start a business but will be challenged to obtain employment and/or seek further education. The goal of the program is to have 70% of the participants complete the program, 40% of those completing the program to seek funding for a business venture, and at least 30% of those completing the program to start a business within twelve months subsequent to their completion of the program. Why is this project needed. How does the project address the priorities, strategies and goals of CITY STEPS. Iowa City faces employment challenges which are common to many relatively small cities which are dominated by a large university. The reasons for this situation are many and include such factors as: · A constant supply of highly trained and educated individuals who have a desire to remain in the city in which they received their education and training; · A constant supply of part-time, relatively inexpensive employees in the form of college and graduate students; and · A relatively low turnover rate within university and university related positions. The result of such a situation is a large surplus of individuals with advanced degrees who are significantly underemployed whose willingness to remain underemployed so as to remain in Iowa City results in a lack of job opportunities for those with less training and education. Such an environment makes it signifi- cantly more difficult for low and moderate income level individuals to obtain suitable employment. The John Pappajohn Entrepreneurial Center at the University of Iowa is dedicated to the creation and fostering of new businesses. Part of the entrepreneurial programming being offered by the University is the FirstStep training program. This program is designed to help the aspiring entrepreneur explore various business opportunities and prepare a feasibility study for the creation of a business. The process of opportunity assessment is emphasized with the goal being to assist the individual in making the distinction between an idea and a commercially viable opportunity and in making the determination as to whether the individual should in fact be an entrepreneur. The ultimate goal of the program is to assist the individual in completing a feasibility study which will be used as her or his blueprint for launching an entrepreneurial venture. The program will provide business training, information about raising capital and accessing the capital markets, opportunity assessment assistance, and start-up assistance. Entrepreneurial education has two important benefits. First, it can lead to new business formation and job creation. Second, it teaches individuals how to be innovative and creative--to think like entrepreneurs. Even if someone completes the program and does not start a new business, they will have acquired important skills that will make them more valuable to local employers. Subsequent to the termination of the FirstStep Program The University of Iowa will make its mentoring services available to program participants on a no-cost basis. This continuity of service will be of great value. Furthermore, the participants will be exposed to other programs and services which are available through the John Pappajohn Entrepreneurial Center. Relation to City STEPS Entrepreneurial training and technical assistance included in the City STEPS Consolidated Plan under "Need for Economic Development" is a designated high priority and included continued support of agencies that provide entrepreneurial development assistance to low and moderate income individuals. 10. List goal{s) of this project. In addition, please indicate the best you can the number of beneficiaries according to the following income categories: {please see machad Income Guidelines for Iowa City) Number between 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over 100% median income TOTAL (Circle persons or households) 20 persons or households 13 persons or households 10 persons or households 5 persons or households 2 persons or households 50 Persons or Households Those over 100% of median income will be required to pay for the textbook or be placed in the local FastTrac I program. 11. General Description of Activities: Ust major acljvitles of the project (how do these activities address your goals listed in #107). Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this project is financially feasible and meets Faderal, State, and local codes; c) personnd involved in carrying out the project and related experience with program and project implementation; d) mount of volunteer and agency staff time needed to carry out the project). SEE ATTACHED. 11. General Description of Activities: Maior Activities of the Project Two training programs will be held during FY2000-one during the fall semester and the other during the spring semester at The University of Iowa. Exact dates have not been set yet but the training will take place at The University of Iowa in the John Pappajohn Business Administration Building. Each program will consist of a nine-week course that meets once a week for 3-1/2 hours. Each class session will consist of an hour lecture, a networking session, a guest speaker from the local business community, and a workshop where the participants will break into small groups (five to ten people) and with the help of a business counselor work on their individual business feasibility plan (An outline of the nine-week course is listed below). An initial informational meeting to explain the program, qualify participants and to launch the business training program will be held prior to the start of class. Prior to this meeting potential participants will be identified. Course Outline Session One Orientation Explain what a business is and how it operates within the private enterprise system. Explain how to study business and why. Session Two Concept Development Define the business concept. Compare the advantages and disadvantages of small business. Identify and explain the four basic legal forms of business ownership. Session Three Feasibility Plan Define and explain the components of the feasibility plan. Learn the process of writing to your reader. Session Four Market Information Distinguish between primary and secondary data for marketing research and identify the strengths and limitations of each. Explain the concept of a target market. Identify sources of market information. Explain the role of the customer in business. Participants will also have the opportunity to learn how to use the Internet for business research and electronic commerce. Session Five Market Penetration Explain the marketing concept, including the functions of marketing. Define market penetration and discuss various methods. Identify the types of competition that can exist in a private-enterprise system. Explain how products are identified. Continue to stress the role of the customer in business. Session Six Marketing and Pricing Identify valuable distribution channels. Define and discuss differences between advertising, public relations and promotion. Discuss how prices are set in the marketplace. Show how break-even analysis can be used in pricing strategy. Describe how price-quality relationships and psychological pricing impact a consumer's perception of price. Session Seven Financial Documents Define "profit." Explain the role of budgets in business. Explain the role of cash in the business. Identify the various fiduciary responsibilities of the small-business owner. Compare income, sales, employee and excise taxes. Session Eight Financials II Explain the function of the income statement, balance sheet and cash-flow statements and identify the major components of each. Identify profit centers. Stress the role of cash in the business. Session Nine Financing Your Business Explain how a business uses funds. Identify the likely sources of short- and long-term funds. Compare and contrast debt and equity. Reinforce the role of cash in the business. Throughout the training participants will be encouraged to meet one-on-one with their FirstStep business counselors and/or counselors from the John Pappajohn Entrepreneurial Center outside the formal classroom setting. This counseling will continue to be available to participants even after the end of the formal training program. At the conclusion of the training, a graduation ceremony will be held for those that successfully complete the training. Financing The Center will work closely with the Iowa Department of Economic Development and the local banking community. This relationship will help the Center to facilitate financing for the participants. Potential sources of funding include the Self-Employment Loan Program (SELP), the Targeted Small Business Financial Assistance Program (TSBFAP) and Commercial loans. The SELP offers loans to low income persons for the purpose of establishing or expanding small business ventures. SELP loans shall not exceed $10,000 to any single applicant. The TSBFAP provides loans or grants to Iowa business that are at least 51% owned and actively managed by minorities and/or women. The business must be certified as a "Targeted Small Business" by the State of Iowa before applying for or receiving funds under this program. Instructors The instructors for the class will be certified to teach FastTrac by the Center for Entrepreneurial Leadership which manages this nationwide program for the Kauffman Foundation in Kansas City, MO. FastTrac programs are tested, comprehensive and educationally based programs that equip entrepreneurs with the necessary skills to develop, launch and operate successful business. Initially, the Premier FastTrac program was developed to help the inner city residents of Los Angeles back in 1986. The Center The John Pappajohn Entrepreneurial Center is part of The University of Iowa. The Center is subject to State and Federal audits. Therefore we maintain sound financial records and are aware of Federal, State, and local requirements. The John Pappajohn Entrepreneurial Center (JPEC) was started with a gift by John Pappajohn, a successful venture capitalist and graduate of the University. The goal of the JPEC is to become the leading institution and role model in the upper Midwest for the advancement of successful entrepreneurial endeavors. It conducts classes in entrepreneurship throughout the University of Iowa and acts as the consulting institution for entrepreneurial classes in the community classes throughout the State of Iowa. 12. If funds are not awarded, will the project/program continue? Yes__ No X If partial funds are awarded, will the project/program continue? Yes No X If yes, at what level? 13. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No NOTE: For One Additional Year. 14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel 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. Please include the coat of an audit for any project over $300,000 and other items listed under Budget Considerations in the Subrecipient Guide. If other funds am 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. DOCUMFNT COSTS WHENFVER POSSIBI F. PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget. EXPENSE CATEGORY (e.g. salaries, accluili'don, rehab) If possible, please pdodtize the budget personnel books & supplies mar ke ting printing other CDBG FUNDS BUDGET BREAKDOWN Please place an X in box that applies. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic. Comm. FUNDS FUNDS Kind 6,000 250 250 250 NOTE: The Center will also be offering two additional entrepreneurial training programs in the area. Fremier Fast'3rac I will be tarqeted at aspiring entrepreneurs who ~re above the income/ education levels addressed in this proposal. Premier FastTrac II is a progra_ dc~igncd to a3si~t cntrcp~cncu~ dcvctop a plan to successfully grow their existing businesses. The standarc charges for these programs are $300 and $500, respectively. TOTALS $ 20,700 15. List other groups or organizations that were asked to contribute to or fund ~his project and the status of those funds (include anticipated dates of funding awards or decisionsl. ....... We will call on the local business community to provide business professionals and business owners to present to the class during the nine-week course. Any additional costs associated with these outside presentations will be covered by the Center. Each 3 1/2 hour training session will include a 45 minute presentation from an outside business person/ consultant. Businesses that have shown a willingness to. participate at FirstSTep training include: Clifton Gunderson, Hills Bank, Iowa State Bank, Profiles Corporation, The Iowa City Public Library, Vernon Marketing, Inc., Small Business Administration, Prospect Management Associates; Meardon, Sueppel; Downer & Hayes, PLC, Thomas Gilman, as well as several others. ~~ q 16. Have you received CDBG funding in the past? Yes X No__ (If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are underway please indicate the amount of funds remaining to be expended. Received funding of $20,700 for the FY 98 year. 30 people were trained during spring 1998 session 27 people were trained during fall 1997 session 17. Does the proposed project pay property taxes? Yes No If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes If 'yes", what is the percent of full taxes paid? ~% and amount paid No X 18. Discuss your organization's policy for obtaining input from low-income persons potentially benefiting or affected by the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonproF~, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors, . The John Pappajohn Entrepreneurial Center is constantly involved with individuals and businesses from all income levels and backgrounds. A result of this constant contact is a very real understanding of the issues and challenges facing low and moderate income individuals wishing to launch or expand a business venture. In addition, our Center has almost daily contact with area bankers, accountants, small business persons and individuals with an interest in small business. Such contact keeps our Center apprised of the conditions currently facing the small business person. All participants are asked to complete a pre-test to determine their business knowledge and prior entrepreneurial experience. This information is used by the instructional team to help adjust the core curriculum as needed. Participants are given a one-page evaluation form after each weekly session to provide immediate feedback on the night's activities and to provide them an oppommity to pose additional questions or request information on related subjects. All participants who complete the program will complete a detailed evaluation of the program and be given the oppornmity to provide suggestions on improving or expanding the program. The participants also review and comment on the quality of the program materials and inslructors. Each graduate of the. program will be contacted over time for the purposes of tracking how their business develops and grows. In addition, the Center will alert these individuals to additional entrepreneurial services and training oppornmities offered through the Center, the Small Business Development Center, and other small business and economic development organizations. The John Pappajohn Entrepreneurial Center is a unit of The University of Iowa and, by defmition, is thereby a non-profit organization. APPLICATIONS SHOULD BE RETURNED BY 12:00 NOON, JANUARY 19, 1999, TO: City of Iowa City Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 stephen-long~uiowa .edu share~\cornmdev~hcdc~fy0Oa0Os~nonhsng2 .doc THE UNIVERSITY OF IOWA January 19, 1999 City of Iowa City Dept. of Planning & Community Development 410 E. Washington Street Iowa City, IA 52240 ATTN: Iowa City Dept. of Planning & Community Development Enclosed is the request from the John Pappajohn Entrepreneurial Center at The University of Iowa for the City of Iowa City, FY00 Community Development Block Grant Funding Request for Non-Housing Projects. Please respond to this request via regular U.S. Mail. My University of Iowa e-mail address will not be activated until sometime in February. In the meantime, if e-mail is your preferred means of correspondence, please e-mail Edward Moldt, Director, John Pappajohn Entrepreneurial Center: edward-moldt(~uiowa.edu Thank you for your consideration of this request. Sincerely, raD~avid K~~ Associate Director DKH:cn Enclosure John Pappalohn Entrepreneurial Center 108 Pappajohn Bus. Adm. Bldg. Suite S160 Iowa City, lo.wa 52242-1000 319/335-0260 FAX 319/353-2445 CITY OF IOWA CITY FY00 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING REQUEST. FOR NON-HOUSING PROJECTS JAN 19 ;e,2:) Relocation of Mass Sheltering for Single Adults and Households Without Children Provision of Shelter for Households with Children Amount of CDBG Funds Requested $375,000 Loan $ Grant $ 375,000 Type of Loan: (check applicable line) Principal and interest (amortized loan) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) Amount $375.000 3. Name and Address of Applicant/Organization Emergency Housing Project 331 N. Gilbert St. P.O. Box 3 146 Iowa City, IA 52244-3 146 5, Location of Proposed Project: Salvation Army Bldg 5 10 Highland Ave. Iowa City, IA 52240 7. Brief summary of the proposed project: 4. Contact Person: Crissy Canganelli Phone Number: (319)351-6992 Fax NumberS319)351-2137 Eraall Address:ehpcmc~aoLcom 6, Check CITY STEPS Objective(s) met: Affordable Housing Needs X Homeless Needs Public Facility Needs Public Service Needs Economic Development Needs The Emergency Housing Project (EHP) Staff and Board of Directors is submitting a FY00 CDBG funding request for the acquisition and rehabilitation of S10 Highland Ave., the property currently leased by the Salvation Army (lease expiration of July 1999). EIIP intends to provide for the mass sheltering of single adult men and women and adult couples without children at this site. All suppert services will continue to be provided, and in many instances at a higher and more effective level than before. Acquisition of this property will then flee the existing shelter site at 331 N. Gilbert to serve households with children exclusively. Hours of service will be extended for these households and all current support services, including case management, will be offered. This plan would not only provide a long term solution to the chronic problem of over-crowding in the shelter, but would resolve our failure to effectively provide shelter and services to households with children. 12/98 8.Why is this project needed? How does the project address the priorities, strategies and goals of CITY STEPS (Please specify the applicable priority need and priority need level, as shown on pages 74-76 in CITY STEPS) In 1998, EHP provided shelter and services to a total of 835 men, women, and children--an increase of 30% over those sheltered in 1997. Our records indicate that we were unable to shelter approximately' 250 individuals in 1998 (those literally turned away at the door). Realistically, this is an under-representation of the real demand. On numerous occasions individuals were informed over the phone that we were full for the night and were referred to other shelters in the region with the Iowa City Crisis Center providing transportation when possible and if necessary. Additionally, during cold weather, EHP does exceed the 29-person limit and will shelter up to 31 or 32 individuals. This can only happen in extreme circumstances as we are limited by city code and zoning restrictions to 29 individuals Families make up the fastest growing segment of the homeless population, accounting for approximately 40% of all people who are homeless. This trend is only expected to continue given recent weftare reform. The number of households with children served from 1997 to 1998 at EItP increased by 20%. Studies indicate that across the nation, over 32% of requests for shelter by homeless families were denied in 1997 due to lack of resources. At EHP, households with children are the most critically under-served, with 30 such households turned away during the months of September and October of 1998 alone. As such, the increase in those served is not nearly revealing enough of the full extent of the problem. It is the dramatic increase in families overall-- including those we were forced to refuse service to-that is of gravest concern. As indicated in City Steps Emergency Shelter for families and individuals is of high and medium priority need level respectively (p 74). The proposed project is part of a comprehensive and aggressive plan intended to satisfy the goals and objectives as ou~ined in the Consolidated Plan for 1995-2000. As of January 1999, these goals and objectives have, for the most part, not been addressed. Since 1995 funding has been requested and provided for the improvement of existing shelter facilities. City Steps Section IV (page 82) states that Emergency Shelter Needs are to be attended to through the following plan: Strategy I: Emergency Shelter Rehab/Expansion · Improve and maintain existing shelter facilities. · Consider expansion or addition of facilities to meet increased demand. · Expand staff and capabilities within existing system to provide improved service. Strategy II: Support plans for improved day shelter opportunities · Investigate easily accessible day shelter location possibilities. · Expand available services such as: social/case worker availability; laundry facilities; child care opportunities; improved public and private transportation access; showers. The proposed project in concert with the 1999 Homeless Assistance Grants Application submission would effectively address each concern as articulated in City Steps while providing a long-term solution to the concerns at hand. Homeless Households with Children Priority Need mgh Priority Need Level (High, Medium, or Low) Homeless Individuals/Couples--no Children Priority Need Medium Priority Need Level (High, Medium or Low) 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). Second, please discuss how these outcome data will be met by the proposed project. Effectively, the project intends to provide additional shelter for all homeless households. Data collected over the past two years does document the need for additional shelter space. Specifically with regard to household with children, it is intended that 100% of households with children staying at EHP will be housed together as a family. Furthermore, that 90% of these households will participate in the Early Bird case management program and that these households will utilize appropriate services and resources, and will leave the shelter with a family plan in place. EHP intends to maintain delivery of services to individuals and couples without children and anticipates that established levels of success will persist---60% of Early Bird participants to leave with 100% success in meeting their goals and a recidivism rate for participants of less than 15%. The only expected change is that we 'anticipate serving an increased number of individuals. The project anticipates fulfilling these elements not only by providing the additional space but also through additional support staffing and case management. Graduate students from the school of social work will be utilized. Additional funding has been applied for in the 1999 Homeless Assistance Grants Application to support needed staff. Database management, outcome assessment of program participants will be ongoing. Database management, intake assessment of persons seeking shelter will also be ongoing. Process evaluation checklists of progress made in achieving goals will be administered consistently. lO. List goal(s) of this project. In addition, please indicate the best you can the number of beneficiaries according to the following income categories: (please see attached Income Guidelines for Iowa City) Number between 0-30% median income Number between 31-50% median income Number between 51-80% median income Number between 81 - 100% median income Number over loo% median income TOTAL (Circle persons or households) 1280 persons or households __ persons or households __ persons or households __ persons or households __ persons or households 1280Persons or Households This is a conservative estimate for the 1999 calendar year based on trends in EHP statistics over the past three years and given an increase in usable space. This project is pan of a comprehensive strategy intended to effectively address concerns regarding unmet needs as articulated in City Steps and as observed on a daily basis at EHP. Specifically this project will: Allow us to better perform our basic mission, which is to house, comfort, and feed homeless people each night in an environment conducive to human dignity. This mission is partially cornpromised because of the pressures of overcrowding that chronically exist in the house and is totally cornpromised each time we must refuse shelter due to a lack of space. Provide more shelter to famifies with extended hours of service and case management. Space limitations make it difficult to effectively shelter families. EHP rarely has more than three spaces available at one time making it a challenge for families to come into the shelter. It is also frequently necessary to house family members in separate room, fracturing an already stressed family unit. Further, while EI-IP is very safe, it is not appropriate for children to be housed with single homeless people. Added to these concerns, the number of homeless families is rapidly rising. From 1996 to 1998 E!IP statistics indicate an increase of 72% in the number of children served. · Improve accessibility to services and facilities to the general population served. 11. General Description of Activities: List major activities of the project (how do these activities address your goals listed in #107). Project Implementation: a) Detailed information regarding elements and time schedule; b) steps taken to assure that this project is financially feasible and meets Federal, State, and local codes; c) personnel involved in carrying out the project and related experience with program and project implementation; d) amount of volunteer and agency staff time needed to carry out the project). Rehabilitation of the structure would occur as soon as possible following any special exception process and actual acquisition of the property. The current lease does run until July 1999. EHP would work closely with City Staff to ensure that the proper Federal, State and local codes were followed and that the project is indeed financially feasible and in no way would compromise the stability and integrity of existing services. Furthermore, staff would rely heavily on volunteer professional and technical assistance of individuals in the commumty who have a long history of worldng with and advocating for EI-IP. It is estimated that less than 15% of EHP staff time will be dedicated to the actual physical project. EHP staff believes that the structure would be available to begin as a shelter by early to mid fall. 12. if funds are not awarded, will the project/program continue? Yes X No If partial funds are awarded, will the project/program continue? Yes X No If yes, at what level? If partial or no funding is awarded EHP will appeal to the organizations listed in item (15) so as to secure funding to proceed with a two- year pilot program to provide space for households with children. EttP would rent a property within reasonable proximity to the current shelter site. This site would be designated for households with children only. This would provide a temporary and inferior strategy as opposed to a permanent solution of a critical situation. 13. If funds are awarded, will the project/program continue after the CDBG funds end? Yes X No The project, in its entirety, will be presented to all parties involved as a two-year initial commitment. It is incumbent on the director to use this period to secure sustaining funding for the long term. The increase in homeless individuals and households with children is a national trend and is expected to not only continue but to intensify. The project would be well documented and monitored so as to develop immediate support documentation for continued support. 14. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, travel 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. Please include the cost of an audit for any project over $300,000 and 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. The expenses listed beyond acquisition and rehabilitation are for a two year period and intended to indicate a summary change in resource need for both facilities. EXPENSE CATEGORY (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget *Acquisition of Building Rehab of Structure Utilities Local Telephone Service Food Early Bird Case Mngmt. Graduate Student Stipend Misc. Repairs and Supplies Misc. Guest Emergencies Misc Equipment/Furniture a EHP Indirect Costs TOTALS CDBG FUNDS $270,000 $105,000 :$375,000 BUDGET BREAKDOWN Please place an X in box that applies. Type Status OTHER LIST SOURCE OF OTHER In- Cash Antic. Cornre. FUNDS FUNDS Kin d x x X X $4,000 MidAmerican Energy Fndn x x $1,000 Private Donations x x $10,000 Table to Table x x $12,480 Jt. State App ESG x $2,700 First Presbyterian Church x x $5,000 Private Donations x x x $1,500 x $25,000 See #15 x x x $3,500 See #15 $65,180 3$-.r 15. 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). *Regarding Acquisition Cost--initial discussions have occurred with the current owner of the property. Professional counsel urges that this cost will not only cover the costs of acquisition but all supporting expenses as well, explicit and implicit. Letters of financial support will be available at the time of February Presentations unless otherwise instructed. It is anticipated that a Johnson County United Way Agency could rent space in the lower level--rent could be used to offset a portion of the buildings maintenance/utility costs. EHP staff will be approaching General Mills (preliminary discussions have already occurred with granting available of up to $100,000), Target (again preliminary discussions have already occurred with granting available of up to $3,000), and other commumty organizations and faith organizations with strong records of support. The VA and other area hospitals, the University of Iowa and Kirkwood will be approached specifically for in-kind donations. 16. Have you received CDBG funding in the past? Yes X No (If Yes, what year(s) did you receive the funding, state the dollar amount received each year, and how much of each award was a grant, conditional loan and/or repayable loan?) If former projects are underway please indicate the amount of funds remaining to be expended. · FY99--$25,945-Grant-(~ooring and air-conditioning There is a remaining balance of $20,225 to be expended on air-conditioning---bids are forthcoming and we must wait to proceed when use is not so intense and the weather not so forbidding. EHP will begin address the required match of $1,300 by the end of February. EHP will cover costs necessary to bring lower level stairwell code non-confonnance up to current · FY98--$1,800-Grant-(fiooring) and $16,600-Grant-(transitional housing) · FY97--$10,000-Grant-(transitional housing) 17. Does the proposed project pay property taxes? Yes No: X ff property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes __ ff "yes", what is the percent of full taxes paid? % and amount paid $ No X 18. Discuss your organization's policy for obtaining input from low-income persons potentially bene~ting or affected by the proposed project and your policy for obtaining feedback once the project has been completed. If applicant is a nonprofit, please include evidence (such as minutes of a meeting) that the proposed project has the support of the organization's Board of Directors. EHP solicits input and feedback from guests consistently in the following ways: · Use of a suggestion box for confidential suggestions and concerns. · Open dialogue about a variety of programming and infrastructure issues during weekly or more frequent individual case management meetings. · Informal interaction in the shelter during evenings. · Solicitation of suggestious for and participation in house projects. Once the project has been completed the feedback process would continue, as would formal documentation of relevant statistics. A copy of the Board of Directors minutes is forthcoming. The issue was only just discussed at the January 1999 EItP Board of Directors Meeting for the first time. t t 04-02-99 ~ IP2 MEMO TO CITY COUNCIL Date: To: From: Re: March 31, 1999 Iowa City City Council Members Housing and Community Development Commission, Gretchen Schmuch - Chairperson FY 2000 CDBG and HOME Allocations The Housing and Community Development Commission reviewed 26 applications for CDBG/HOME funds, held two nights of hearings, and then met twice to discuss the proposals and recommend funding levels. HCDC opted to fund a substantial number of projects in amounts that would not compromise the integrity of what each applicant proposed to accomplish. As a result, the majority of requests were partially funded, and several received no awards. Two applicants withdrew from consideration during the process because they had found other funding, or had to delay their project. Attached please find a copy of the ranking sheet the commission used to help evaluate the proposals. Of the possible 100 possible points a project could receive, the highest ranked proposal received 84.6 and the lowest 55.3. Any proposal receiving an average of less than 60 points considered ineligible for funding. Also included in this packet are the commission's justifications for the funding recommendations. The commission looks forward to discussing the process and recommendations with you on Apdl 5, 1999. Thank you. RANKING CRITERIA FOR CDBG\HOME PROJECTS This ranking sheet will be used to assist the Housing and Community Development Commission (HCDC) in the FY00 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 questionScriteria and total the points in each section. Need\Priority (maximum 20 total points) 1. Meets a CITY STEPS priority? 2. Has the applicant documented a need for this project? 3. Project meets the goals or objectives in CITY STEPS? (High = 10, Medium -- 6, Low = 3 points) (0-5 points) (0-5 points) Leveraging Resources (maximum 25 points) 1. Does the project allow for the re-use of CDBG\HOME funds? A. Principal and interest [30 year or less Amortization] B. Principal and no interest [30 year or less Amortization] C. Principal with a balloon payment D. Conditional Occupancy Loan (future repayment) E. Declining balance lien (amount forgiven over time) F. Grant (no repayment) 2. Project leverages human resources [volunteers, etc.] 3. Project leverages other financial resources? [Including in-kind] 4. Project pays property taxes or a payment in lieu of taxes Feasibility (maximum 20 points) 1. The project will be completed within the required time period? 2. Project budget is justified? [Costs are documented\reasonable] 3. The level of public subsidy is needed? [Private funds not available?] 4. Has applicant documented efforts to secure other funding? Impact\Benefit (maximum 25 points SUB-TOTAL (0-7 points) 7 points 6 points 3 points I point 0 points 0 points (0-8 points) (0-8 points) (0-2 points) SUB-TOTAL (0-6 points) (0-6 points) (0-4 points) (0-4 points) SUB-TOTAL 1. Primarily targets low-income persons (0-30% = 10, 31-50% -- 6, 51-80% = 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) SUB-TOTAL Capacity\History (maximum 10 points) 1. Applicant has the capacity to undertake the proposed project? 2. If previously funded, has applicant completed prior project(s) and maintained regulatory compliance? 3. If new, applicant can maintain regulatory compliance? (0-4 points) (0-6 points) (0-6 points) SUB-TOTAL GRAND TOTAL: PROJECT NAME: PROPOSED ALLOCATION: (Projects under 60 points receive ~0) Sharedlcommdev/cdbghomelfyOOapps/rankingO.doc PROJECT NAME REQUEST RANK RECOMMENDED ALLOCATION TERMS Iowa City IHA Senior Housing I 275,000 1 275,000 Loan a. Affordable senior housing is a High City Steps priority. b. Site zoned and prepped for development. c. All other financing in place. d. Loan allows for reuse of funds. Iowa City IHA Senior Housing II 275,000 2 a. Part of a phased development scheduled for 1-2 years out. b. Other financing not in place. c. Would have depleted significant amount of funds on a project that could wait. Greater Iowa City Housing Fellowship 281,609 300,000 loan 3 a. Greater Iowa City Housing Fellowship is a responsible nonprofit organization that has successfully undertaken acquisition, rehabilitation, and management of low income rental housing. b. The Project achieves High City Steps priority of adding to the base of low income housing. c. Project uses scattered site approach. d. Loan allows for reuse of funds. Salvation Army Facility Modification 47,920 65,395 grant 4 a. Agency achieves High City Steps goal of caring for homeless person's daytime needs. b. Partial funding covers cost of items and renovations prioritized by applicant. c. Agency using money from national organization for acquisition and larger renovation projects. Free Lunch Program Rehab 7,500 7,500 grant 5 a. Meets High City Steps priority by serving 30,000 lunches annually to low income persons. b. Modest funding request for program which leverages many volunteer efforts. c. Properly functioning stove essential for safety. City of Iowa City Housing Rehab 300,000 6 255,000 grant & loans a. The Housing Rehabilitation Program has demonstrated success in maintaining and improving the city's housing stock, especially in older neighborhoods. b. Much of the assistance is in loan form which allows for future use of funds. c. High City Steps priority serving low and moderate income households. Successful Living Support Services 15,000 15,000 grant 7 HACAP Transitional Housing Acquisition 190,000 8 Program is an outgrowth of the Emergency Housing Project's highly successful Early Bird Program and has demonstrated an ability to provide positive outcomes for formerly homeless persons. Meets High City Steps priority targeting very low income population trying to reach self sufficiency. Highest ranked Public Service project requesting funding. 190,000 grant a. Project leverages dollar for dollar monies from HUD "Continuum of Care" statewide award. b. Project also leverages support services. c. Furthers the objective of reducing public housing stock while preserving units for the lowest income families. Mayors Youth Employment Program Job Training 25,000 9 15,411 grant a. Project targets low income individuals (who do not meet criteria for other job training programs) develop lifetime work habits. b. Leverages many volunteer hours. c. MYEP states the project is viable with partial funding. DVIP Furniture Project 11,000 13,688 10 grant a. The Furniture Project provides tangible assistance to very low income families and individuals making the transition out of shelters. b. Has kept over 50 tons of useable items out of the landfill. c. Project plans to serve more families than last year. d. Has a proven track record and ongoing financial support from Solid Waste Department. Coldren Retirement Residence Rehab 6,000 6,000 grant 11 a. Modest first time funding request from organization which houses low income frail elders. b. House needs a safe, operating boiler. c. This allocation will help leverage other dollars for other house improvements. Successful Living SRO Rehab 14,395 15,295 grant 12 a. Low rehabilitation cost per clients served. b. Kitchen rehabilitation necessary for safe client use. c. Meets High City Steps priority targeting very low income population trying to reach self sufficiency. City of Iowa City Affordable Funding Pool 50,000 150,000 loan 13 a. Program resulted from recommendations of Community Housing Forum. Provides gap financing for housing projects that fall outside the funding cycle. b. Program recycles HOME funds through loan repayments. c. Partial funding recommended allowing time to determine level of demand for the program and its effectiveness. CCIA Youth Leadership 23,000 10,000 grant 14 a. Prevention program that utilizes counselors and University athletes as positive role models. May serve as model for other prevention programs; program is only a few years old and outcome measures are being monitored. b. Partial funding covers transportation needs which were identified as a priority by the applicant. Elderly Services Agency 28,000 28,000 grant 15 a. Elderly Services Agency has a demonstrated ability to assist low income elders. b. Program helps maintain and improve city's housing stock. c. Program efficiently fill in the gaps in the Iowa City Housing Rehabilitation Program. d. Outcome measures indicate program plays an important role in helping low income elders remain longer in their own homes. Community Mental Health Center Rehab 49,565 49,565 grant 16 a. Allocation necessary to maintain safe, adequate housing for an extensively used program that meets mental health needs identified as a high priority by Healthy People 2000 and Department ot Public Health. b. Assistance helps preserve older facility that primarily serves lower income persons. c. Agency committed to raising funds in addition to CDBG dollars for rehabilitation. Old Brick Accessibility 20,000 70,000 grant 17 a. Funding options related to Historic Preservation need to be explored. b. Partial funding recommended for accessibility issue but not for retro fitting due to historic preservation concerns. c. Lower ranked public facilities project for which majority of commission initially recommended no funding. Institute for Social and Economic Development 34,000 18 25,000 grant a. Partial funding granted because this is the sixth year request for CDBG grant funding and organization has not demonstrated significant effort to locate alternative funding. b. Organization has capacity to continue to serve clients without CDBG funding. c. High administrative and overhead costs compared to SBDC (which withdrew its microenterprise training application because it obtained other funding). d. At least partial funding is provided because ISED is the only applicant in the economic development category and commission wants to support economic development efforts. 0 City of Iowa City Affordable Housing Design 25,000 19 a. Lot and designers not identified. b. Relatively low ranking with no pressing need. c. Commission suggests this idea be incorporated into the peninsula project, Miller-Orchard Neighborhood Park 65,000 215,000 grant 20 MidAmerica Housing Partnership 6,473 21 Strong neighborhood support for acquiring park in a lower income neighborhood with parkland deficit. Parks and Recreation Department has committed funds for other half of land acquisition cost. Partial funding covers land cost only - can be developed at later date. 0 a. Lowest ranked public services project. b. All funds expanded on higher ranking projects. Hannah's Blessing Day Care 150,000 22 a. Substantial location, acquisition and zoning concerns. b. Lower ranked project. c. Commission recommends group tal<e more time to develop proposal and then seel< funds. Downtown Accessibility Study 35,000 23 a. Proposal did not meet minimal criteria for consideration of funding. Evert Conher Center 24,000 24 a. Proposal did not meet minimal criteria for consideration of funding. ILutheran Campus Ministry at The University of lo 26 East Market Street Iowa City, IA 52245 (319) 338-7868 E-mail LCM-ELCAOulowa. edu Rev. Robert Dotzel, Campus Pastor Pamela Larabee- Zierath, Lay Associate Web Page: Http://www.ulowa.edu/~lcmelca March 30, 1999 Dear Stephen J. Atkins, The Old Brick Board of Directors recently applied for a $70,000 CDBG Grant to pay for the installation of an elevator which would make all levels of Old Brick accessible to persons who use wheelchairs or have difficulty climbing stairs. The Housing and Development Commission is recommending only $20,000 be allocated to this request. As you no doubt are aware, Old Brick is one of Iowa City's most notable historic buildings which has served this community for nearly thirty years as a community center and public gathering place. Several non-profit agencies which serve local needs operate out of Old Brick, including Independent Living, an organization which attracts physically challenged members of our community on a daily basis. It is imperative that we provide the kind of accessibility that they deserve, and which the law even requires in modern facilities. In addition to the above, the owners of Old Brick are strategizing and planning for the future, looking for ways in which this facility may become an even more vital focal point of community life. Obviously, with many repairs and renovations needed, we have a long way to go. But, you can help us by approving the recommendation of the Housing and Development Commission, and possibly even by increasing the recommended amount. Thank you for your time and consideration. Most ~Sincerely, Lutheran Campus Ministry PR 0 1 1999 GITI M !tJ GE!t'S OFFIC 04-02-99 IP3 Evangelical Lutheran Church in America PROPOSAL SENIOR CENTER COMMISSION IOWA AVENUE PARKING RAMP Introduction Representatives of the Senior Center Commission have met with the City Council previously regarding the designation of 7,700 square feet of space on the second floor of the proposed Iowa Avenue parking ramp as an addition to the Senior Center. Further, the Commission has requested the construction of a skywalk from the Iowa Avenue parking ramp connecting the ramp with the Senior Center. Adequate handicapped parking should be available adjacent to the skywalk. At the meetings, concerns were expressed by Council members regarding the costs and financing of the proposed 7,700 square foot addition and the need for allocating the entire 7,700 square feet as an addition to the Center. This proposal is offered to assist the City Council in arriving at its decision on the 7,700 square feet and to support the need for the additional space. Options that could be utilized to fund the costs of the project will be suggested. The information contained in this proposal was obtained by the Commission after consultation with bonding attorneys, the office of the ramp's architect, the Iowa City finance department, City Assessor's office, Johnson County Auditor's office, the agencies occupying the center, and members of the community. Present Uses and Future of the Senior Center The Senior Center provides facilities for a variety of agencies and programs that serve senior citizens. This includes music and recreational activities as well as information and assistance in the area's of health, finance, legal, and other informational items of interest to seniors. The Center receives over 50,000 visits annually by seniors of Iowa City and Johnson County. It is the opinion of the Commission that a majority of the agencies presently using the Center have inadequate operational space at the present. The Space Review Committee is attempting to ascertain appropriate space use and priority for the agencies in using the Center. Based upon the demographics of Iowa City and Johnson County, the Commission is of the opinion that the use of the Center will expand in the future and programming will be more varied. Because of this, the space needs in the Center will be greater in the coming years. Without additional space or changes in the use of the Center, the Center will probably not be able to fulfil its role in the Iowa City, Johnson County Community. As has been previously pointed out, the only possible expansion for the Center is to the north in the area proposed for the Iowa Avenue parking ramp. Senior Center Commission Committees At this time, the Senior Center Commission has several sub- committees reviewing and preparing recommendations regarding the operation of the Senior Center. Additionally, the Commission recently concluded a retreat involved with planning for the future of the Center. The sub-committees include the Space Review Committee, which is meeting with all agencies in the Center regarding space and priorities, and the Finance Committee. The Finance Committee is exploring two methods of raising funds which could be applied to any of the costs of adding 7,700 square feet to the Center. The first is a fund drive with the help of a consultant, and the second is the establishment of a Foundation similar to the Iowa City library foundation. An ad-hoc committee representing the Commission in its requests for expansion space in the Iowa Avenue parking ramp has also been created. Further the chair of the Commission and the Center Coordinator have been designated to a committee to review the 28E agreement between Iowa City and Johnson County. It is hoped this review will clarify the County's financial responsibility to any Senior Center expansion project or operations. Information Obtained For This Proposal Commission members have obtained the following information designed to support this proposal. 1. Tentative ramp schedule. The tentative schedule for the construction of the Iowa Avenue parking ramp is as follows: April 20, 1999 - solicit bids on ramp construction. May 13, 14, 1999 - receive bids on construction and award bids as soon as possible. Late May, June, 1999 - commence construction. October-November 1999 - ramp shell completed on first and second floor of western section, now ready for fitting out by tenants. October-November 2000 - final completion of ramp. 2. Projected costs of construction of 7,700 sq. ft. Shell construction cost including outer wall and insulation for second floor is $72 a sq. ft. or a total cost of $554,400 (if estimate off by 10% cost would 2 equal $609,840). Interior construction cost to finish for occupancy is $20 - $40 a sq. ft. Cost at $40 a sq. ft. would equal $308,000. (if estimate off by 10% the cost would be $338,000). 3. Methods of financing the addition. Parking Revenue bonds. Contact has been made by a Commission member with bonding attorneys in Des Moines. The opinion given was that as long as the retail commercial or Senior Center addition was incidental to the construction of the ramp that the construction could be financed in the same package with the ramp using parking revenue bonds. a) Iowa City Finance Department has indicated that the parking system could support most if not all of the cost estimates for the 7,700 addition to the Center and the skywalk. General Obligation bonds. GO bonds up to $700,000 can be done without an election. a) Iowa City Finance Department has indicated that the GO bonds of $700,000 would not raise the limits imposed by state law an additional 1% of the present projected figures. b) Johnson County Auditor has estimated that for 4% bonds, 15 year term, the cost of a GO issue of $308,000 would be 86 cents for each Iowa City home valued at $100,000. 4. 4. Certain assumptions based on information provided by the city staff. Purchase of 7,700 sq. ft. It is assumed that the purchase of the 7,700 sq. ft. would have to be at fair market value. The City assessor has estimated that the fair market value of the 7,700 square feet would be approximately the cost of construction or in this case about $554,400 for the shell and $308,000 for the finished space. Some concern was expressed regarding this valuation since the estimate is for a second floor structure. (It should be noted that these figures are just ball park estimates and no actual work up by the City Assessor has been done. Further real estate is not taxed at its full fair market value). Any tax revenue derived from the 7,700 sq. ft. if sold to a retail commercial can only be estimated. A member of the Commission has done some calculations based upon current levy and arrived at a figure of approximately $10,064 per annum. (This is only an estimate since the valuation has not been determined. In this estimate, we included the assumption that whatever was taxed would be the finished space. If the space was given to the Center, the space would not generate any tax revenue. Proposal The timing of the ramp, the 28E agreement review, and the Space Review Committee work have all begun without adequate time to determine what.should be done, if anything, in the present Center. Additional decisions need to be made about how the construction and operations of the additional space would be financed if space is allocated to the Senior Center. Further just how that space would be used must be decided. It is the position of the ad-hoc committee that with the construction period and the projected date for allowing any tenant or the Senior Center to start outfitting the proposed space, that the City Council can delay its final decision. Such a delay would allow Commission members to adequately explore possible funding opportunities and to work with the city staff to develop a plan. The ad-hoc committee is not asking for the City Council to make a commitment at this time on the question of the space and the financing. Rather, we are asking for a delay in the decision in order to allow the Commission to develop a plan that the Council might find acceptable. We regret the Commission has not explored this matter previously, but it was only recently Commission members became aware of the full nature of the opportunity for expansion in the ramp. We respectfully request that the Council grant our request and delay the final decision on the allocation of the 7,700 square feet on the second floor of the ramp. 4 City of Iowa City MEMORANDUM Date: To: From: Re: April 1, 1999 City Council City Manager Landfill Gas Collection - Update In the fall of 1998 gas samples were taken throughout the entire landfill site. They are being analyzed in order to evaluate the quantity and purity of the methane gas being produced. This sampling effod was necessary to accurately record the gas production rate from the entire landfill; to appropriately design the gas collection system and provide information for possible future gas end uses, once the gas is collected. We are working with the State to provide information on a proposed schedule for system design, construction, and activation since the federal regulations are currently unclear on these issues. We hope we can be one of the first approved systems in the State. Our requested schedule is for activation of the collection system in 2001. We will of course require IDNR approval. The time they might take to review our plans is unknown. The early gas samples have shown it may be possible to use the collected gas as a power source as the landfill site ages. The initial gas collection system would likely collect and flare the gas, but within five years there should be a sufficient quantity of gas to make several end use options available. As a part of the new recycling center at the landfill, alternative energy options are being investigated. These options along with the gas possibilities will be presented in a report so they may be evaluated and possibly included in the Landfill Policy Statement as future goals. jw/merrdsa-gas.doc City of Iowa City MEMORANDUM IP6 Date: March 26, 1999 To: Linda Kopping, Senior Center Coordinator From: City Manager Re: Chamber of Commerce - Senior Citizen Participation At our regularly scheduled Board meeting of Thursday, March 25, 1999, the Chamber of Commerce Board of Directors, of which I am a member, discussed how we might encourage greater participation by senior citizens in community affairs, particularly those associated with the Chamber of Commerce. It was clear from that discussion the Chamber of Commerce Board of Directors views senior citizens should be a resource for the many issues, interests, and general activities of the Chamber of Commerce. How best to include senior citizens in these activities was undecided but clearly the interest was established. One of the ideas that was floated was the possibility of some form of a community leadership program as well as the possibility of involvement in other Chamber committees. I would like for you to take this matter to the Senior Commission for discussion, particularly how the seniors might become more involved in Chamber activities. I would be happy to be present at the discussion and/or I am sure representatives from the Chamber of Commerce staff or Board of Directors would also be interested in participating. I am aware of many Chamber activities and I suspect senior citizens would enjoy participation, whether individually or through some initiative by the Senior Center. This does not need to be resolved immediately, however, there was a genuine interest. I believe it could be an activity supportive of our overall senior citizen policy and program initiatives. cc: John Beckord, Chamber of Commerce City Council Im\mem\sa3-25.doc t City of Iowa City MEMORANDUM' 04-02-99 IP7 Date: March 30, 1999 To: From: Re: City Council Assistant City Manager Downtown Spring Cleanup Attached is a copy of a news release regarding a special Spring cleanup of the Central Business District Area during the week of April 12th tO 16th. An article will also appear in the Downtown Newsletter. In the past there have been a variety of volunteer cleanup events sponsored by the City, Downtown Association, various service organizations, fraternities and sororities, etc. These have usually taken place on a Saturday morning and have attracted only a limited number of volunteers. Last year we decided to do something different. We initiated a very concentrated cleanup effort in the early Spring and it proved quite successful. Terry Trueblood and Chuck Schmadeke, along with their respective staff persons, put the project together again this year and it will result in between 200 and 400 work hours dedicated to downtown cleanup. However, the scope of the project will be slightly scaled down this year due to the renovation of most of the pedestrian plaza area. We are anxious to proceed and hope this project will again promote a desire by all citizens to keep the downtown area clean throughout the year, particularly in view of the extensive streetscape improvements that will occur in the next few years. This project will likely be an annual event. CO: City Manager Terry Trueblood Chuck Schmadeke David Schoon mgr~asst\mem\dh3-24.doc 10WA CITY PARKS AND RECREATION DEPARTMENT I NEWS RELEASE I T0: All News Media FROM: RE: FOR IMMEDIATE RELEASE Parks and Recreation Office, City of iowa City DOWNTOWN SPRING CLEAN UP April 1, 1999 '.1, ~ ~,~' A special Downtown clean up will take place during the week of April 12-16. During this time City crews from the Streets Division and the Parks and Forestry Division will join the Central Business Distdct maintenance staff in a concerted effort to give the downtown area a thorough Spring cleaning. Toward this effort, approximately 25 City employees will spend the equivalent of 8 to 16 hours each working downtown rather than in their regular assignments in the parks and around the City. This effort will focus on cleaning tree grates, trash receptacles, tables and seats, planters and flower beds, and the pedestrian mall playground area. Many bench legs, water hydrants and other painted fixtures will be repainted. Pruning and mulching will occur in various areas as appropriate. A variety of other maintenance activities will also occur, including removal of sand and debris from the streets, walkways and other surface areas. Hopefully the enhanced appearance will inspire business owners, patrons and all visitors to help keep the downtown clean and attractive throughout the Summer. CONTACT PERSONS: Terry Robinson, Superintendent of Parks & Forestry Sheri Thomas, Sr. Maintenance Worker, Central Business District PHONE: 356-5107 FAX: 356-5487 TC! March 29, 1999 Mr. Dale Helling, Assistant City Manager City of Iowa City 410 East Washington Iowa City, IA 52240 Re: AT&T/TCI Merger 04-02-99 IP8 Dear Mr. Helling: I am pleased to announce that the merger of AT&T Corp. CAT&T") and Tele-Communications, Inc. CTCI") was completed on March 9, 1999. We have described over the past few months how this merger offers the potential for many extraordinary benefits to our customers and the communities we serve. We hope that you are as excited as we are about its completion. A copy of the Certificate of Merger is enclosed for your information. As a result of the merger, AT&T became the new ultimate parent of Cablevision VII, Inc., d/b/a TCI of Eastern Iowa, the company which has a cable system franchise with your community. As you may know, the merger did not directly affect the ownership of the cable system; Cablevision VII, Inc., d/b/a TCI of Eastem Iowa will continue to hold the franchise and operate the cable system. Accordingly, Cablevision VII, Inc., d/b/a TCI of Eastem Iowa will continue to abide by all terms, conditions and obligations of the franchise, subject to applicable law. Within the next several weeks, we will begin the transition to a new "AT&T" name and brand for business purposes. This change will take some time since the "TCI" name is seen in all aspects of our business, including bills, signs, and customer-related materials. I will be sending you more information on this brand transition over the coming months. In the meantime, please let me know if you have any questions about this matter. Sincerely, Cablevision VII, Inc., d/b/a TCI of Eastern Iowa Arlene M. Heck General Manager Enclosure cc: Division Franchising Department TCI of Eastern Iowa 546 Southgate Avenue RO. Box 4500 (Zip 52244-4500) Iowa City, Iowa 52240-4453 (319) 351-3984 Fax (319) 351-3839 An Equal Opportunity Employer City of Iowa City MEMORANDUM 04-02-99 ' DATE: TO: FROM: RE: April 2, 1999 Mayor and City Council Marian K. Karr, City Clerk.~ Summer Council Meeting Schedule At Council's work session on March 29 changes were made to the May-September meeting schedule. The revised schedule is outlined below. Monday, 3, Work Session Tuesday, 4, Formal Monday, 17, Work Session Tuesday, 18, Formal Monday, 31 *, Work Session, CANCELLED Tuesday, 1, Formal, CANCELLED Monday, 14, Work Session Tuesday, 15, Formal Monday, 28, Work Session Tuesday, 29, Formal Monday, 12, Work Session Tuesday, 13, Formal Monday, 26, Work Session Tuesday, 27, Formal MAY JUNE JULY Monday, 9, Work Session, CANCELLED Tuesday, 10, Formal, CANCELLED Monday, 23, Work Session Tuesday, 24, Formal AUGUST Summer Meeting Schedule Page 2 SEPTEMBER Monday, 6*, Work Session, RESCHEDULED to following week Tuesday, 7, Formal, RESCHEDULED to following week Monday, 13, Special Work Session Tuesday, 14, Special Formal Monday, 20, Work Session, RESCHEDULED to following week Tuesday, 21, Formal, RESCHEDULED to following week Monday, 27, Special Work Session Tuesday, 28, Special Formal *Monday Holiday NOTE: October 5 and November 2 meetings fall on City election nights Special formal meeting may be scheduled as needed so Council should keep the City Clerk informed of out of town absences. All meetings are set to begin at 7:00 p.m. The above schedule is subject to change by Council. cc: Media Bob Hardy Jerry NixoR Maintenance cclerk\schedule.doc City of Iowa City MEMORANDUM DATE: March 30, 1999 FROM: RE: TO: Mayor and City Council draft Marian K. Karr, City Clerk Summer Council Meeting Schedule At Council's work session on March 29 changes were made to the May- September meeting schedule. The revised schedule is outlined below. Monday, Tuesday, 3, Work Session 4, Formal MAY Monday, 17, Work-Session Tuesday, 18, Formal Monday, 31 *, Work Session, CANCELLED Tuesday, 1, Formal, CANCELLED JUNE Monday, 14, Work Session Tuesday, 15, Formal Monday, 28, Work Session Tuesday, 29, Formal Monday, 12, Work Session Tuesday, 13, Formal JULy Monday, 26, Work Session Tuesday, 27, Formal AUGUST Monday, 9, Work Session, CANCELLED Tuesday, 1 O, Formal, CANCELLED Monday, 23, Work Session Tuesday, 24, Formal Monday, Tuesday, SEPTFMBER 6', Work Session, RESCHEDULED to following week 7, Formal, RESCHEDULED to following week Monday, 13, Tuesday, 14, Monday, 20, Tuesday, 21, Monday, 27, Tuesday, 28, Special Work Session Special Formal Work Session, RESCHEDULED to following week Formal, RESCHEDULED to following week Special Work Session Special Formal *Monday Holiday NOTE: October 5 and November 2 meetings fall on City election nights Special formal meeting may be scheduled as needed so Council should keep the City Clerk informed of out of town absences. All meetings are set to begin at 7:00 p.m. The above schedule is subject to change by Council. cc: Media Cable TV Maintenance City of Iowa City MEMORANDUM 04-02-99 IPIO Date: March 31, 1999 To: City Council From: John Yapp, Assistant Transportation Planner"/ Re: Iowa River Corridor Trail Update You may recall that completion of the Burlington Street to Napoleon Park section of the Iowa River Corridor Trail was delayed last construction season, primarily due to rainy weather and high river levels. The portions yet to be completed include retaining walls and paving between the Gene Greb (Master Muffler) property and Benton Street on the west side of the Iowa River, and final paving, railing, and landscaping work along the remainder of the trail. We expect the entire project to be completed this June or July, depending on the weather this spring. We have received a number of phone calls from the public wondering when the trail will be completed. This project is the largest single segment of trail constructed in Iowa City, and will add approximately 2.5 miles to the Iowa River Corridor Trail. The Iowa River Corridor Trail system will now include approximately 6 miles of trail between Napoleon Park, City Park, and the Coralville Connection Trail. In the long term, this trail is planned to include 13 miles of trail between south Iowa City and the Coralville Reservoir. Johnson County has received $304,000 in Transportation Enhancement funds for reconstructing the trail between the Butler Bridge and West Overlook Road. Please call me at 356-5247 with any questions. F:\shared\jccog\trans\irc .doc CONCEPT PlAN IOWA RIVER CORRIDOR TRAIL ~ ' ' '~, LEGEND City of Iowa City MEMORANDUM I 04-02-99 IPll Date: April 1, 1999 To: City Council From: John Yapp, Associate Planner Re: Proposed lighting standards Attached are a series of three memos forwarded to the Planning and Zoning Commission regarding proposals for amending Iowa City's lighting standards. These proposed code amendments are scheduled for public hearing at the Council's April 20 meeting. The Planning and Zoning Commission recommended adopting the standards as outlined in the November 25, 1998 memo, with two slight changes. The first change is described in the attached March 18, 1999 memo, which modifies the proposed language requiring light fixtures to be shielded or be equipped with cut-off shields. The second change discussed during Planning and Zoning Commission meetings is to require illumination not to exceed 1.0 foot-candles at the property boundaries of multi- family, commercial, and industrial areas adjacent to or across the street from a residential zone, a neighborhood commercial zone or an office commercial zone. This alters the language proposed on page 7 in the November 25 memo which states that "illumination shall not exceed 1.0 foot-candles.. adjacent to or across the street from.. a commercial zone in which residential uses are permitted." I will be available at your April 19 work session to answer any questions, or feel free to call me at 356-5247. City of Iowa City MEMORANDUM Date: March 18, 1999 To: Planning and Zoning Commission From: John Yapp, Associate Planner Re: Proposed shielding standards for lights Given the discussion regarding shielded light fixtures at the March 15 informal Planning and Zoning Commission meeting, I have re-written the paragraph regarding shielding requirements, I hope this makes the proposed shielding standard more clear. The old proposal, found on page 7 of the November 25, 1998 memo regarding proposed lighting standards, reads: 14-5H-5H(c): All lights of greater than 2,000 lumens, both pole-mounted and wall- mounted, shall be equipped with cutoff shields, so that no light shines above the horizontal, and no direct light falls beyond the property line. Light reflectors and refractors may be substituted for shields on ornamental and pedestrian light fixtures. The revised proposal is: 14-5H~SH(c): All lights of greater than 2,000 lumens, both pole-mounted and wall- mounted, shall have shielded light fixtures and be equipped with cutoff shields, so that no direct light falls beyond the property line, and no light shines above a horizontal plane through the lowest part of the luminaire. Light reflectors and refractors may be substituted for shields on ornamental and pedestrian light fixtures. City of Iowa City MEMORANDUM Date: February 26, 1999 To: Joint Staff From: John Yapp, Assistant Transportation Planner Re: Light Regulations At your December 17 meeting, the Planning and Zoning Commission discussed staffs proposed lighting regulations, which were designed to control lights in commercial and multi-family areas from becoming a nuisance to adjacent properties. A summary of staffs recommendations, which would be found in both the Site Plan Review chapter and the Performance Standards chapter if adopted, is below. Staff has also attached a copy of the original November 25, 1998 memo regarding proposed lighting standards for reference. All lights greater than 2,000 lumens (equivalent to a 150-watt incandescent bulb) shall be equipped with cutoff shields, so that no direct light falls beyond the property line, and no light shines above a horizontal plane parallel to the ground. Illumination shall not exceed 1.0 foot-candles at property boundaries of multi-family, commercial, and industrial areas adjacent to or across the street from a residential zone, a neighborhood commercial zone, or an office commercial zone. Light fixtures in and within 300 feet of a residential zone shall be mounted no higher than 25 feet. Light fixtures not within 300 feet of a residential zone shall be mounted no higher than 35 feet. A detailed lighting plan and photometrics layout which shows the location, type, height, and intensity of existing and proposed exterior lighting on the property is required for sites with parking lots of 18 or more parking spaces. In addition to the proposed standards above, the commission asked staff to do further research on the maximum light levels on the interior of properties, both under canopies at gas stations and convenience stores, and over open parking lots. The Commission asked staff to propose standards which relate to the issue of 'hot spots' in the nighttime landscape, and with the issue of some properties using bright lights as a sign or as a means of advertising. Staff did not originally recommend having a maximum light level for the interior of sites. There is a concern with the enforceability of light levels within the site, and a philosophical concern that, if the light is not spilling over into adjacent properties, how bright it is on the interior of the site perhaps should not be regulated by the City. Table I shows the average light levels within a number of parking lots within Iowa City. Table 2 shows the light levels underneath canopies at gas stations; lights underneath canopies, while very bright, do not directly affect other properties, because they typically do not spill out from underneath the canopy. Light Regulations February 26, '1999 Page 2 Location WaI-Mart John's Grocery First Avenue Hy-Vee Rexam Release Walden Square NCS Apartment at College & Summit North Dodge Hy-Vee Benton Street Used Cars Toyota of Iowa City Dodge Street Eagle Table 1: Average Light Levels in Parking Lots at Some Iowa City Locations Foot-Candles of Light 1.0 1.8 2.0 2.5 3.0 3.0 3.0 3.5 4.5 8.5 8.5 Table 2: Light Levels Underneath Canopies at Gasoline Stations/Convenience Stores Location Foot-Candles of Light North Dodge Phillips 66 Mormon Trek Quik Trip Burlington & Gilbert Quik Trip Dubuque Street Handi-Mart North Dodge Sinclair Mormon Trek Deli-Mart Scott Boulevard Amoco 18 23 28 28 30 46 50 Requiring cutoff shields so no light falls beyond the property line, requiring a maximum of a 25- foot high pole in and within 300 feet of a residential zone, and requiring illumination to be no greater than 1.0 foot-candles at property lines will go a long way towards controlling how light affects adjacent properties. However, to control "hot spots" in parking lots and under canopies, the City would need to set a maximum light level for the interior of properties. Hot spots are isolated points in the night landscape which are much brighter than the areas surrounding them. Light Regulations February 26, 1999 Page 3 An example of a hot spot would be a brightly lit area underneath a canopy at a gasoline service station which is surrounded by properties unlit or lit with low intensity lights. Table 3, attached, shows the standards of a number of other cities that have similar regulations. Most cities do not set a maximum average illumination level for the interior of properties. Rather, they rely on cutoff shields and pole height to control the effects of light. The cities that do set maximum average illumination levels have it set between 3 and 4 foot-candles. The 'maximum average' light level is combined with a 'uniformity ratio' used to limit properties from having some bright and some dark areas which might result in an overall acceptable average. For example, a uniformity ratio of 5:1 would mean the brightest spot on the parking area (or whatever area is being illuminated) could be no brighter than 5 times the darkest spot. Some cities use a maximum average level of light combined with a uniformity ratio to give a range of illumination that properties must comply with. After evaluating more local properties (listed in Table 1 and 2) and investigating the standards of other cities, staff continues to recommend that the City not regulate the light levels on the interior of properties. By requiring light fixtures be mounted no higher than 25 feet near a residential neighborhood, requiring lights to be fully shielded, and by requiring the level of light to be no higher than 1.0 foot-candles at property lines, staff believes most lights will be controlled from becoming a nuisance. Some of the problem with hot spots and glare appears to be related to the light source being exposed and visible, having a more direct impact on the human eye. Again, requiring all light fixtures to be shielded and directed appropriately, this problem should be minimized. Also, the enforceability of light levels in the interior of the site is more difficult than at the property line. Light levels at the property line are measured at a specific point (along the property line) and it can be determined whether light from a certain light source is violating the standard. The average light levels within the interior of properties, on the other hand, are subject to a variety of light sources including pole lights, wall-mounted lights, store-front lights, and automobile headlights. It is much more difficult to evaluate and enforce the overall light levels in the interior of a property than it is to determine the light level at a specific point on the property line. Determining the average light level in a site and what the uniformity ratio is and where the violating lights are, especially for large parking lots, would require a level of expertise enforcement staff currently does not have. Even though staff is proposing to require photometrics plans for larger developments, it would be difficult to monitor light levels within the interior or properties as uses change and as bulbs and light fixtures are replaced. Pole height and shielded light fixtures are much more enforceable for city staff. Possibility for multi-family parking lots and the CN-1 zone If the Commission wishes to recommend a maximum light level for the interior of properties, staff recommends it be only for residential multi-family (RM) zones and the Neighborhood Commercial CN-1 zone at this time. Other commercial and industrial zones are much more automobile-oriented and more separated from residential neighborhoods, and have lights from a wider variety of sources than the RM and CN-1 zones. Similarly, the downtown commercial zones have a high mix of uses, are more vibrant, and have a larger amount of public lighting than an RM or CN-1 zone. The RM and CN-1 zones, however, typically have smaller individual properties and smaller parking areas, within which it would be easier to enforce light levels. CN-1 zones are intended to be more closely integrated in residential zones than a Community Commercial or Highway Commercial zone, for example. If the Commission wishes to recommend having maximum light d z .< _) ~0 ~ > N rr z d.: o ,_ ~ -~ d -d ~ o ~ o') O:J 0 c- 0 ~ 0 ~ '~ 0 o :~ 0 .,-.. Light Regulations February 26, 1999 Page 4 levels within the interior of properties, staff would propose the following standards in Table 4 below. These standards are based on comparable standards in other cities, and on our own observations of what may be appropriate in these zones. Included is these standards is a maximum average illumination level for the RM and CN-1 zones, and a proposed uniformity ratio of 4:1 for these zones. This uniformity ratio means that the brightest point on the illuminated area can be no brighter that 4 times the dimmest area. If the Commission wishes to set a maximum light level for the interior of properties, staff would also recommend setting a maximum level of 30 foot-candles underneath a canopy, such as at a gasoline service station or a loading dock. This standard would apply in all zones. A level of 30 foot-candles confined to being under a canopy does not appear to be an obnoxious level of light, and would limit the ability to use brightly lit canopy areas as a means of advertising, which would also help limit these canopies from becoming hot spots. It is easier for staff to measure the light level underneath the canopy because it is an isolated location. Again, staff does not recommend having maximum average light levels for other commercial and industrial zones at this time due to enforcement issues, and the belief that requiring shielded light fixtures, limiting pole heights, and having a more strict standard at property boundaries will keep the majority of lights from becoming a nuisance. Table 4: Possible maximum illumination levels for the interior of properties Maximum average Illumination within property RM zones 3.0 f.c. CN-1 zone 4.0 f.c. Underneath 30.0 f.c. a canopy Other commercial None and industrial zones Uniformity Maximum light Ratio levels Max/Min at property line 4:1 1.0f.c. 4:1 1.0f.c. N/A N/A None 1.0 f.c. Lights in Public Zones Since staff first presented lighting standards last November, an issue with the City high School tennis court lights has been reported in the local media. Staff wants to make clear that these proposed lighting standards would not apply to any publicly zoned properties. Publicly zoned properties are exempt from most zoning regulations. Properties owned by a public institution, such as the City of Iowa City, the Iowa City School District, the University of Iowa, etc. are zoned P, Public. The City's policy is to comply with it's own zoning regulations, however this is not always the case with other public institutions. Staffs proposal, as outlined in the November 25 memo, is that outdoor recreational uses which are permitted by special exception may not be able to comply with the height and shielding requirements being proposed. For example, baseball fields, soccer fields, and other recreational fields often require light fixtures to be mounted at 60-75 feet in height to adequately light the field for a sporting event. For example, the lights at Napoleon Park are 60 feet in height. Because outdoor recreational facilities require special exception approval, the Board of Light Regulations February 26, 1999 Page 5 Adjustment can look at proposed recreational areas and their lighting plans on a case-by-case basis to determine if they are appropriately located and compatible with the surrounding area. It has been added to the Planning and Zoning Commission's pending list to consider regulating some aspects of public institutions. If it is possible and desirable to regulate some aspects of publicly owned property, the City could consider standards for lighting for public recreation areas at that time. Foot-candle requirement at the property boundary Staff wishes to clarify one item which was mentioned verbally at the November 25 Planning and Zoning meeting. The language for the property boundary illumination requirement in the November 25 memo reads: 14-6S-8(4) Illumination shall not exceed 1.0 foot-candles at property boundaries of multi- family, commercial, and industrial areas adjacent to or across the street from a residential zone, or a commercial zone in which residential uses are located. Staff wishes to change this proposal to the following: 14-6S-8(4) Illumination shall not exceed 1.0 foot-candles at property boundaries of multi- family, commercial, and industrial areas adjacent to or across the street from a residential zone, or a commorci31 zono in which rosidonti31 usos aro Iocatod neighborhood commercial or office commercial zone. The intent of this standard was to limit the foot-candles to 1.0 at the property lines of uses which adjacent to a residential zone, or a zone which is intended to be residential in character. Staff realized that residential uses are permitted in one form or another in virtually every commercial zone, and wanted to clarify that the intent of the proposal is only to limit the property boundary illumination when it is adjacent to a residential zone or a neighborhood commercial or office commercial zone. Approved by: Robert Miklo, Senior Planner Department of Planning and Community Development ppdadm/mem/lightreg.doc City of Iowa City MEMORANDUM Date: To: From: Re: November 25, 1998 Planning and Zoning Commission John Yapp Proposed Lighting Standards Over the past year the issue of light pollution and glare has been raised on several occasions in Iowa City. Parking lot lights, landscaping lights, and a general increase in exterior light levels can all cause light pollution. "Light Trespass" is the phrase used to define what occurs when enough light from a property spills over onto adjacent properties to create a nuisance. The issue of light trespass most often arises when light from a commercial site falls on adjacent residential areas. Light trespass can also become a problem when light from a site causes a nuisance on adjacent commercial areas and roadways. Light trespass is defined as the shining of light directly onto adjacent properties; it is not defined as being able to see a lighted facility from a distance. As commercial and residential uses are mixed or are constructed in close proximity to each other, light trespass becomes an increasingly important concern. The City Council has asked staff to review our current lighting standards and recommend improvements where appropriate. The current City standards are as follows. The performance standards chapter states "illumination shall not exceed 1 Y2 foot-candles at lot lines in any residential zone or commercial zone where a residential use is located." One foot-candle is approximately the amount of light outside at twilight. The site plan review chapter states "exterior lighting shall relate to the scale and location of development in order to maintain adequate security while preventing a nuisance or hardship to adjacent property or streets. Exterior lighting shall be located and directed away from adjacent properties in such a manner as to avoid glare outside the property lines. The source of light should be shielded or located so that the source is not visible from adjacent property. Except for lighting of loading areas and for architectural emphasis, flood lighting shall be avoided." These policies for keeping lights from becoming a nuisance are apparently not specific or stringent enough in all cases. While the following recommendations are meant to control light from being a nuisance to neighboring properties, lights also need to be bright enough to address security and safety concerns. Sufficient levels of light should be provided so citizens feel safe, and to help deter vandalism and other crime. Lights should not be so bright, however, that they cause a hardship to citizens living, shopping, or working nearby. Current Light Levels in Iowa City Staff measured the light levels of various areas in Iowa City during the summer of 1998. Light is measured in foot-candles; one foot-candle is based on the amount of light given off by one candle in a one square foot area. Table 1 below shows the light levels of some properties that are adjacent to residential areas. Proposed L~ghting Standards November 25.1998 Page 2 r Location Table 1: Properties Adjacent to Residential Areas Foot-Candles Within Parking Foot-Candles at Lot Property Line* St. Wenceslaus Church 9.5 8.2 North Dodge Hy-Vee 3.5 1.9 First Avenue Hy-Vee 1.2 0.8 North Dodge Eagle 8.5 0.5 John's Grocery 2.5 1.0 *This measurement was taken at one property line, and may not be representative of the light levels around the entire perimeter of the site. The foot-candles on the sites' not in compliance with current lighting standards have been reduced to 1.5 at the property line. Again, lights need to be bright enough to provide safety and security around the perimeter of the site, yet low enough to not be a nuisance to neighboring properties. Staff recommends that lights be no brighter than one foot-candle at the property line for commercial and industrial use zones. One foot-candle does not appear to be an objectionable level of light, and it still provides a minimum level of light for visibility at the perimeter of properties. Cutoff Shields Cutoff shields can be attached or built into light fixtures to help direct light toward the intended area. Cutoff shields are also used to prevent light from being emitted above a horizontal line parallel to the ground, thereby reducing glare and general light pollution. Since light emitted above the light fixture into the sky is most often wasted light, cutoff shields can also help direct light and reduce the intensity of light needed to illuminate a specific area, Shielding does not necessarily cut down on light levels, it directs the light to a specified area. Using appropriate light fixtures can be the easiest and least expensive way to protect adjacent properties from light trespass. An illustration of some shielded and unshielded light fixtures is attached. Staff recommends that light shields be required on all lights greater than 2,000 lumens, which is approximately the amount of light given off by a 150 incandescent watt bulb. Ornamental and pedestrian light fixtures below 2,000 lumens will not be required to have a shield. Cutoff shields will be required to prevent light from being emitted above a horizontal plane parallel to the ground, and to prevent direct light from falling beyond the property line. Reflector and refractor devices may be substituted for shields in ornamental and pedestrian light fixtures, such as globes and lantern shaped lights. Mounting Height Currently Iowa City does not have a maximum height for light poles and light fixtures. Limiting the mounting height of lights is a method used to establish a light "ceiling" in the Proposed Lighting Standards November 25, 1998 Page 3 city. In general, the higher the light, the more light diffuses beyond the area being illuminated. Higher poles are also more visible from farther away, contributing to light pollution in general. Pole heights should be compatible with the scale of surrounding architecture and structures. The maximum mounting height of lights in a few other cities is below, Table 2: Examples of Light Fixture Mounting Height Standards City Maximum Mounting Height Kennebunkport, ME 25 feet Boulder, CO 20 feet Vail, CO 35 feet Bloomington, MN 30 feet, 25 feet within 500 feet of a residential property Overland Park, KS 33 feet The current pole heights of a few local commercial areas are: WaI-Mart Toyota of Iowa City Walden Square First Avenue Hy-Vee Table 3: Local Examples of Light Fixture Mounting Height City Light Fixture Height 40 feet 32.6 feet 24 feet 35 feet Staff recommends that the maximum height of light poles in a residentially zoned property, or for the portions of commercial or industrial property within 300 feet of a residential zone, be 25 feet. Given that many homes and commercial buildings are 25 to 30 feet tall (maximum 35 feet) a 25-foot high light fixture will be compatible with the scale of the neighborhood. Staff recommends that the maximum height of light fixtures in commercial and industrial areas not within 300 feet of a residential zone be 35 feet. Staff proposes that poles be limited to 25 feet tall within 300 feet of a residential zone because 300 feet is approximately the length of a city block in older parts of Iowa City, which seems to be an appropriate distance to make a transition from a 25-foot high pole to a 35-foor high pole. Photornetrics One difficulty in enforcing lighting regulations as they are currently written is lights are often installed before a light trespass or pollution problem is discovered. In order to ensure Proposed L~ghting Standards November25,1998 Page ~ lights are in compliance before they are constructed, staff recommends that a lighting plan and photometrics layout be submitted along with large site plans. A photometrics layout is a computer-generated readout of the light levels, in foot-candles, at various points on a site. The electrician or design engineer specifies the type of light being used, the height, location, and spacing of the poles, and the software will generate the photometrics readout. Staff interviewed a number of local engineers and lighting contractors, and the general consensus was that photometrics layouts are relatively easy to obtain. Many local electricians, consulting engineers, and light fixture company representatives have access to the software. Requiring the photometrics layout as part of the site plan submittal is one more item the developer or applicant needs to prepare for site plan approval. It is much easier and less expensive for the applicant to solve any lighting concerns during the design process, rather than dealing with neighborhood complaints and trying to retrofit something after it has been constructed. An example of a generic photometrics layout is attached. Staff recommends that a photometric layout and lighting plan be required for site plans with parking areas over 18 spaces in size. The parking lot size requirement is similar to the requirement that parking lot trees be required for parking lots over 18 spaces. This language has the effect of only requiring the photometrics layout for medium to large size multi-family residential, commercial and industrial developments. Smaller developments and site plans for additions and similar small-scale construction will still be required to comply with all lighting requirements, but they will not need to generate a photometrics layout and lighting plan. Outdoor Recreational Uses and Clubs Some outdoor recreational uses that are permitted by special exception in some residential and commercial zones may not be able to comply with the height and shielding requirements proposed in this memo. For example, baseball fields, soccer fields, and other recreational facilities typically require light poles taller than 25 feet to adequately illuminate their fields, and may need to deviate from the shielding requirements as well. Because the outdoor recreational facilities require a special exception, the Board of Adjustment can look at proposed lighting plans on a case by case basis to determine if they are compatible with surrounding neighborhoods. Staff recommends that outdoor recreational facilities permitted by special exception may be exempt from the specific lighting standards in Section 14-5H, Site Plan Review, and Section 14-6S, Performance Standards, provided the Board of Adjustment approves a lighting plan as part of the special exception approval for the use. On-site Illumination Staff also considered a requirement for maximum on-site illumination. Some communities have a maximum light level for the interior of sites, expressed in foot-candles. Staff is not recommending that a maximum on-site level of light be established for the following reasons. By requiring light shield, a 25-foot mounting height, and a maximum illumination at the property line of 1.0 foot-candles, there should no longer be a problem with light spilling onto nearby properties. Most of the properties staff surveyed, shown in the table below, do not seem to have excessive light levels. The areas with high light levels are Proposed L~ghting Standards November 25, 1998 Page 5 typically underneath canopies, such as at gas stations, which results in little spillover light. For example, the Dell-Mart on Mormon Trek Boulevard has a very high level of light under its canopy. This high of a light level seems to be fairly uncommon. It is also more difficult to measure and enforce a maximum level of light on the interior of a site, due to the perceived light levels on the interior of the site being from a combination of pole lights, storefront light, security lights, and light being reflected off light-colored pavement and building materials. As long as the lights are shielded and directed in such a way that the light at the property line is no more than one foot-candle, staff recommends that the City not regulate on-site levels at this time. A table showing on-site light levels at various sites around Iowa City is below. Table 4: On-Site Light Levels Low Parking Lot/Service Area Location Apartment house on Summit and College WaI-Mart Menards Toyota of Iowa City John's Grocery Hy-Vee (First Avenue) Walden Square Quick Trip (Mormon Trek Boulevard) High Foot-Candles Foot-Candles Midpoint 2.0 . 4.0 3.0 0.5 1.5 1.0 2.5 3.0 2.8 8.0 9.0 8.5 1.0 2.5 1.8 1.5 2.5 2.0 2.0 4.0 3.0 2.0 23 10.5 (under canopy) 3.0 6.0 4.5 25 (at front 48 (under 36.5 door) canopy) 1.5 3.5 2.5 Benton Street Used Cars Dell Mart (Mormon Trek Boulevard) Rexam Release (Highway 6 East) Implementation These lighting standards, if adopted, would apply to all new developments. developments would be grandfathered in until they are redeveloped. Existing Proposed Ughring Standards November 25, 1998 Page 6 Conclusion The current language in the site plan review chapter states "exterior lighting shall relate to the scale and location of development in order to maintain adequate security while preventing a nuisance or hardship to adjacent property or streets . . ." This language has apparently not been specific enough to adequately protect residential neighborhoods from light trespass from nearby commercial and industrial uses. Staff is proposing to amend the lighting standards in four specific ways, which are meant to prevent light from becoming a nuisance while still providing adequate light for safety and security at the perimeter of sites. The following summarizes staff's proposal: 1. Require cut-off shields or shielded fixtures for all lights over 2,000 lumens in intensity. 2. Require a maximum mounting height of light fixtures of 25 feet in and within 300 feet of residential zones, and 35 feet in the rest of the city. 3. Require a photometrics layout with site plans that have parking areas of 18 or more parking spaces. 4. Require a maximum of 1.0 foot-candles of light at property boundaries adjacent to or across the street from a residential zone, or a commercial zone in which residential uses are permitted. STAFF RFCOMMENDATION Staff recommends that Chapter 5, entitled "Building and Housing," Article H, entitled "Site Plan Review," Section 4, "Submittal Requirements" be amended as follows: 14-5H-4A(14) be rescinded and replaced with the following: A detailed lighting plan and photometrics layout which shows the location, type, height, and intensity of all existing and proposed exterior lighting on the property is required for sites with parking lots of 18 or more parking spaces. The photometrics layout must show the foot-candles generated by all lights on the property. The lighting plan and photometrics layout must comply with the performance standards in Section 14-6S-8. Staff recommends that Chapter 5, entitled "Building and Housing," Article H, entitled "Site Plan Review," Section 5, entitled "Design Standards," be amended as follows: 14-5H-SH be rescinded, and replaced as follows: Exterior lighting shall relate to the scale and location of the development in order to maintain adequate security while preventing a nuisance or hardship to adjacent properties or streets. Except for lighting of loading areas, service areas, and for architectural emphasis, floodlighting is prohibited. Lighting shall comply with the following requirements: Proposed Uglqting Standards November 25.1998 Page I ao Light fixtures in and within 300 feet of a residential zone shall be mounted no higher than 25 feet. Light fixtures not within 300 feet of a residential zone shall be mounted no higher than 35 feet. All lights of greater than 2,000 lumens, both pole mounted and wall mounted, shall be equipped with cutoff shields, so that no light shines above the horizontal, and no direct light falls beyond the property line. Light reflectors and refractors may be substituted for shields on ornamental and pedestrian light fixtures. Staff recommends that Chapter 6, entitled "Zoning," Article S, entitled "Performance Standards," Section 8, entitled "Glare" be rescinded and replaced with the following: Paragraph 14-6S-8: Illumination Standards Lighting rated greater than 2,000 lumens used to illuminate any operation, parking area, or for the external illumination of buildings and grounds shall be downcast and fully shielded so that no light shines above the horizontal, and no direct light falls beyond the property line. Light reflectors and refractors may be substituted for shields on ornamental and pedestrian light fixtures. Light fixtures used to illuminate flags, statues, objects mounted on a pole or pedestal, shall use a narrow cone of light that does not extend beyond the illuminated object. Outdoor recreational facilities permitted by special exception may be exempt from the specific lighting standards in Section 14-5H, Site Plan Review, and Section 14-6S, Performance Standards, provided the Board of Adjustment approves a lighting plan as part of the special exception approval for the use. Illumination shall not exceed 1.0 foot-candles at property boundaries of multi- family, commercial, and industrial uses adjacent to or across the street from a residential zone, or a commercial zone in which residential uses are permitted. Staff will also amend Article S, Performance Standards, to be compatible with the proposed lighting standards· Approved by: Robert Miklo, Senior Planner Department of Planning and Community Development jccogidm/memllight~ng.doc Examples of Some Common lighting Fixtures F Fixtures that Emit Light in All Directions Fixtures that are Downcast and Shielded / / \ / \ / . ~ / / / \ \ ! / / \ · ' ' I · :/, \ / I ~ \ EXAMPLE OF A PHOTOMETRICS LAYOUT March 29, 1999 TO: Iowa City City Council FROM: Iowa City Planning and Zoning Commission REGARDING: Hollywood Manor Pan 6 Recently the Planning and Zoning Commission voted to recommend approval of this subdivision subject to changing the name of a street from Wetherby Drive to Lakeside Drive. Subsequently, the City Council voted to approve the subdivision with the street name Wetherby Drive. The Planning and Zoning Commission believes a continuing street which changes names at an intersection can create confusion and be a disadvantage to motorists, pedestrians and, especially, to emergency vehicles. Although this same situation exists at a few other intersections, we fed it should be avoided when possible. Therefore, the commission respeet~tlly requests that the City Council consider the possibility of changing the name of the existing Lakeside Drive between Sycamore Street and Hwy. 6 to Wetherby Drive. Those who would be inconvenienced by such a change would, probably, not object strongly and the benefits would serve both the neighborhood and the entire community. Thank you for your consideration of our request. City of Iowa City MEMORANDUM Date: March 31, 1999 To: From: Iowa City City Council Ron Logsden, Transit Manager Re: Sources of Revenue For Transit Budget I received a request from a city council member to update an October 27, 1997 memo, which outlined the sources of revenue which make up the FY 98 budget. Iowa City Transits FY 1999 budget is approximately $3.390 million with the major sources of revenue coming from the following sources: $1,569,000 million coming from the transit levy $674,000 from fares $439,000 from the general fund $194,000 from Federal Operating Assistance $297,000 from State Operating Assistance $90,000 from the Parking Fund $84,000 Auto Body Chargebacks $35,000 from University Heights $8,000 from interest income Eighty Four thousand dollars of our budget increase is from taking the auto body shop into the transit budget. The auto body shop was previously in the equipment budget. An equal amount is now a revenue source through chargebacks to other division who get bodywork done on their equipment. We also still receive the same amount in Federal Assistance, but they changed the formula so 25% of the funds are shown as capital assistance, but we can then use these funds to supplement our operating budget by capitalizing an equal amount of our maintenance budget. We also have the option of using this $48,500 to fund small capital purchases which would normally be funded out of our operating budget. City of Iowa City MEMORANDUM Date: October 27, 1997 To: From: All City Council Candidates Ron Logsden, Transit Manager Re: Conversation With a City Council Candidate This morning I had a phone conversation with a City Council Candidate regarding Iowa City Transit's budget. I explained that the budget is approximately $3.3 million with the major sources of revenue coming from the following sources: $1,520,000 million coming from the transit levy $750,000 from fares $420,000 from the general fund $255,000 from Federal Operating Assistance $250,000 from State Operating Assistance $90,000 from the Parking Fund $26,500 from University Heights $14,000 from the Bus and Shop Program $10,000 from interest income I also explained that we came in well under budget the past two years so the amount budgeted for transfer from the general fund was $200,000 less than budgeted in FY96 and $158,000 less than budgeted in FY97. I explained that the majority of the cost savings was from efficiencies we were able to achieve in the maintenance area. City of Iowa City MEMORANDUM Date: March 29, 1999 To: Steve Arkins and City Council From: Denny Gannon '~ Re: WooIf Avenue Bridge The WooIf Avenue Bridge received another award. The bridge won the Grand Conceptor Award (1st Place) in the Small Consulting Firm category of the 1999 Engineering Excellence Awards Competition. The award was presented March 25, 1999, by the Consultant Engineers Council of Iowa; it is based upon originality/uniqueness, technical value, social and economic considerations, complexity of project, and needs of the client. Awards were presented to the designer, NNW Inc. of Iowa City, and the City of Iowa City. Feel free to see the plaque; it is in my office. IOWA CITY WATER DIVISION MEMORANDUM DATE: March 26, 1999 FROM: Kevin Slutts TO: Chuck Schmadeke RE: Fire at Mondos We have completed a follow-up review of the fire that occurred early this morning. The Iowa City Fire Department called the Water Division to inform us of the fire. This communication made it possible for us to respond promptly. We provided approximately 321,000 gallons of water for fire fighting purposes. This is about 2/3 the amount of water it takes to fill the pool at Mercer. The Iowa City Water System performed admirably to provide required pressure and fire flow rates because of improvements made to our Ground Storage Reservoirs as part of our Comprehensive Water Plan. These improvements were valuable to ensure system reliability. Included in this investigation was a call to the Iowa City Fire Department. Elmer Brenneman responded that all fire hydrants performed properly. We have refilled our Ground Storage Reservoirs an are back to normal operation. March 16, 1999 Mr. Chuck Schmadeke Iowa City Offices 410 E. Washington Street Iowa City, IA 52240 Dear Mr. Schmadeke: As per our agreement of last fall, attached is a check for $4,000.00 for the salvage rights to the street bricks at the City refuse center. In addition to the monies, we agreed to leave 10,000 bricks for your use. David said that the City may want the area cleaned in late Spring or early.summer. Should that be the case, and we must remove the bricks before they can be pr.acessed, we would want to be able to bring back to the fill the sorted debris at no cost. This debris would be broken bricks, etc. You will be pleased to hear that a substantial amount of bricks are being donated to City High for a patio at the tennis courts, and to the new Knights of Columbus hall for patios. I will work with David in this project. Thank you again, Mr. Schmadeke, for your help in this process. cc: David Elias 28 South Linn Street Iowa City, Iowa 52240 (319) 356-5220 Fax (319) 356-5226 31 March 1999 Steve Dowd, Director Lantern Park Nursing and Rehabilitation Center 915 20th Avenue Coralville, Iowa 52241 Dear Steve: Thank you very much for Lantern Park and Care Initiative's $1,650.00 grant to the Iowa City/Johnson County Senior Center. Because of this generous support, the Center's computer lab now boasts a new iMac computer, printer, and scanner. This new equipment, which has been connected to the Internet, has delighted the Center's computer enthusiasts and instructors. Without question, the iMac's speed and user-friendly programming facilitate both teaching and learning. Moreover, it is a lot of fun to use when "surfing the net"! Everyone here; staff, students, teachers, and computer lab users, are very appreciative of your generous support of Senior Center programming. Thanks again. Sincerely, Linda J. Kopping, Ph.D. Coordinator 04-02-99 IP18 FY 2000 WORKPLAN Adopted: About the East Central Iowa Council of Governments... The East Central Iowa Council of Governments (ECICOG) is an intergovernmental council established in 1972 under Chapter 28E and provided for under Chapter 28H, Code of Iowa. Governed by a board of directors composed of elected officials and private citizens, ECICOG was created to promote regional cooperation and to provide professional planning services to tran$ortation planning, respectively. As established in the Articles of Agreement, ECICOG's purpose is to: · serve as a forum for identifying, discussing and studying regional challenges and opportunities; · serve as a vehicle for the collection and exchange of information of regional interest; · propose and foster local, state and federal legislation which addresses itself to regional problems and concems; and · provide review of federal, state and local programs of regional importance, as requested or required. These purposes embody the agency's mission to assure continued, efficient cooperation among its member counties and the sixty-six municipalities located therein. The Articles of Agreement, as adopted and revised, establish the organizational purpose, membership requirements, structure and finances, and duties of the regional planning agency. The organization was staffed June 17, 1974, and now has ten full time employees including the executive director, administrative assistant, community development planners (1.5 FTE), transportation plknners (1.5 FTE), housing planners (3 FTE), solid waste planning coordinator, and solid waste planner The ECICOG Board is committed to staff development, and has adopted a Personnel Policy and Affirmative Action Program. ECICOG serves as a repository for planning, mapping, and other information of significance to its constituency. The agency is an affiliate US. Census Data Center, and was granted A-95 Intergovemmental Review authority on June 1, 1976. The agency offers local governments a wide variety of technical assistance on land use planning, zoning and subdivision regulation, and local government financing. ECICOG assists members in securing and administering state and federal grants for local infrastructure improvements and community facility projects. ECICOG provides planning and administrative assistance to cities and counties in their efforts to address local housing needs. Housing rehabilitation, adaptive reuse of existing structures, and PAGE 2 new housing development are some of the oppommities assisted through ECICOG. Housing needs assessments are conducted to better determine local housing demand. As the repository for the Regional Comprehensive Solid Waste Management Plan, ECICOG works hand-in-hand with communities and counties to promote integrated solid waste management programs. ECICOG serves as a bridge between local governments interested in learning more about the successes of other communities, and regularly provides updates on solid waste issues to its constituency. Through the Region 10 Regional Planning Affiliation, ECICOG works closely with local jurisdictions in planning and programming federally-funded transportation projects and improvements. The agency is also responsible for the administration, coordination and planning of the East Central Iowa Transit system which provides publicly operated transit services to all residents in the ECICOG Region. Through these activities, the agency offers the opportunity for coordinated, multimodal transportation planning ECICOG serves to address the changing needs of its constituency and to provide a forum for deliberation on issues as they arise. In addition, ECICOG is currently undertaking an agency strategic planning process, the results of which could impact the FY 2000 workplan. Therefore, this workplan is prepared within a context of flexibility, allowing the agency to respond to ne~v oppommities as appropriate and necessary. PAGE 3 FY 2000 ADMINISTRATIVE SERVICES WORKPLAN STAFFING: Position Executive Director Administrative Assistant Staff Member Full Time Equivalent(FTE) Doug Elliott 0.25 Gina Peters 0.50 TOTAL 0.75 MEMBERSHIPS: Iowa Association of Regional Councils Iowa League of Cities Iowa State Association of Counties MISSION STATEMENT: To provide administrative support to the ECICOG Board, committees, constituency, and staff. This department will work with the Board to develop policy and direction that will strengthen and enhance the agency's operations. OBJECTIVES: 1. Provide administrative support and services for the agency, its Board and committees; 2. Provide accurate and appropriate financial management of agency funds; 3. Provide implementation of agency personnel policies. WORK ELEMENTS: · Prepare an annual budget and workplan for the first Board meeting of the third quarter of the fiscal year, and an Annual Report distributed through the agency newsletter; · Prepare, maintain and distribute agendas, minutes, articles of agreement, memoranda, and reports concerning staff and Board activities as necessary; · Provide for appropriate facilities, supplies, and equipment to support agency activities and programs; · Implement accounting and fiscal management practices necessary for keeping accurate and detailed financial records; · Support, supervise and develop ECICOG personnel utilizing the Board, ECICOG Personnel Policy, the Affirmative Action program, and the Equal Employment Opportunity program; · Review and investigate requests for the Iowa Intergovernmental Review System (A-95); · Consult with and report to ECICOG Board members, committees, and technical advisory panels, as necessary. PAGE 4 FY 2000 REGIONAL BENEFIT PROGRAxMS WORKPLAN STAFFING: Position Executive Director Administrative Assistant TOTAL Staff Member Full Time Equivalent(FTE) Doug Elliott 0.75 Gina Peters 0.50 1.25 MEMBERSHIPS: Iowa Association of Regional Councils Iowa League of Cities Iowa State Association of Counties MISSION STATEMENT: To provide technical and programmatic support to the ECICOG Board, committees, constituency, and staff. This department will work with the Board to develop policy and direction that will strengthen and enhance the agency's program delivery system. OBJECTIVES: 1. Provide technical support and services for the agency, its Board, and committees; 2. Ensure quality technical assistance and staff support to member governments at reasonable cost; 3. Provide guidance, support and supervision for the personnel of ECICOG; 4. Coordinate with the Board and staffof ECICOG the assignment of agency programming priorities and staffing; 5. Represent ECICOG, as appropriate. WORK ELEMENTS: · Implement and oversee the annual budget and workplan as approved by the Board of Directors; · Support and participate in agency memberships; · Support, supervise, and develop ECICOG personnel in the provision of technical assistance to member governments; · Oversee the preparation and distribution of an informative agency newsletter on a bi-monthly basis; · Prepare and distribute information on ECICOG activities to better inform the public as to ECICOG's role and functions; · Consult with and report to ECICOG Board members, committees, and technical advisory panels as necessary; · Represent the agency on local, regional, and state boards and committees, as appropriate. PAGE 5 FY 2000 COMMUNITY DEVELOPMENT WORKPLAN STAFFING: Position Lead Planner Planner TOTAL Part-time staff/interns: as needed Staff Members Chad Sands Dan Kassik Full Time Equivalent (FTE) 1.00 0.50 1.50 MEMBERSHIPS: American Planning Association, Iowa/National Chapter Eastern Iowa PlanningZoning Association Iowa County Zoning Officials The Zoning Report Zoning Bulletin MISSION STATEMENT: To provide technical assistance to the ECICOG constituency in the pursuit of community development activities, and facilitate and work with state and local entities in the pursuit of development activities. The department will provide technical, administrative, and planning services for the Board, committees, and constituency. OBJECTIVES: 1. Provide technical assistance, administrative services, and informational materials to member governments on projects, issues and requirements related to community development; 2. Collect., maintain and distribute information on local community development activities, the status of the region's population and infrastructure, and opportunities for funding assistance. WORK ELEMENTS: · Inform and advise local governments on issues related to urban and regional planning, funding sources, recreation services, codes and ordinances, zoning and subdivisions, annexations, historic preservation, environmental standards and requirements, governing, fiscal management, disaster relief and recovery, social service provision, tourism, labor standards, police and fire protection services, basic infrastructure requirements, economic development techniques, methods of procuring materials and services, community attractions, fine arts and cultural activities, mapping, and intergovemmental cooperation; · Prepare applications or re-applications for project funding; · Support and participate in the department's memberships; · Contribute to agency bi-monthly newsletter; · Contract with member govemments for project administration, preparation of special reports, plans, documents, maps, or other materials for member governments; · Maintain the regional census data center; · Attend and participate in pertinent training sessions, conferences, and seminars on issues affecting community development and land use planning. ' PAGE 6 FY 2000 HOUSING WORKPLAN STAFFING: Position Lead Planner Planner Planner TOTAL Part-time staff/interns: as needed Staff Member Chirs Kivett-Berry Tricia Heald Angela Williams Full Time Equivalent (FTE) 1.00 1.00 1.00 3.00 MEMBERSHIPS: National Association of Housing and Redevelopment Officials, Iowa chapter MISSION STATEMENT: To provide planning and technical support service to constituents in their pursuit of housing development or redevelopment projects. The department will provide technical, administrative and planning services for the Board, committees, and constituency. OBJECTIVES: I. Provide technical assistance, administrative services, and materials to member governments on projects, funding sources and issues related to the development of affordable housing; 2. Collect, maintain, and distribute information on housing activities in Region 10; 3. Serve as a source for information on state and federal funding for housing, funding source application requirements, program eligibility, and the use of public and non-profit organizations. WORK ELEMENTS: · Advise member governments on issues related to affordable housing development and other issues directly related to housing; · Collect information on housing funding opportunities, and distribute to constituents; · Prepare funding applications for housing development and rehabilitation projects; · Contract with constituents for project administration and the preparation of special reports, plans, documents, maps, or other materials; · Contribute to the agency bi-monthly newsletter; · Assist with compilation of housing needs assessment information at city and county levels, and work with state and local agencies to address such needs; · Assist efforts toward implementation of regional housing programs; · Attend and participate in pertinent training sessions, conferences, and seminars on issues affecting affordable housing; · Participate in effort(s) to create county-wide funding sources for housing; · Investigate and coordinate the use of alternate/nontraditional funding sources for housing. PAGE 7 FY 2000 SOLID WASTE WORKPLAN STAFFING: Position Solid Waste Coordinator Planner TOTAL Part-time staff/interns: as needed. MEMBERSHIPS: Iowa Society for Solid Waste Operators Solid Waste Association of North America Staff Member Marie DeVries Jennifer Ryan Full Time Equivalent (FTE) 1.00 1.00 2.00 Iowa Recycling Association National Recycling Coalition MISSIONSTA TEMENT: To facilitate the development of plans and programming for the identification of the region's waste stream, and the reduction of the same in accordance with state mandates. The department shall maintain current educational programs and materials aimed at reducing the waste stream and meeting the state established reduction goals, and shall develop new programs as resources are made available. OBJECTIVES: 1. Provide a regional forum for member counties, and support opportunities for regional cooperation. 2. Provide waste management planning and administrative assistance to member counties, cities, and waste management agencies and commissions. 3. Improve regional coordination of solid waste management through the provision of direct technical assistance to city/county coordinators, as well as others involved in waste reduction programs. 4. Maintain the solid waste management library and educational support for waste reduction and recycling, and Buy Recycled programs. 5. Promote advantageous solid waste management legislation. WORK ELEMENTS: · Staff SWTAC, and prepare all required reports, applications, reviews, information bulletins, and legislative updates as required by local, state, and federal agencies, and the ECICOG Board; · Implement and update the Regional Comprehensive Solid Waste Management Plan; · Provide technical assistance to city and county solid waste management coordinators and officials; · Collect, maintain, and distribute information on the region's waste stream; identify and pursue funding sources that would support the region's activities; · Attend and participate in pertinent training sessions, conferences, and seminars on issues affecting solid waste management; and support and participate in department's memberships; · Contribute to agency newsletter; · Investigate and coordinate jointly funded, coordinated, shared, or mutually supportive regional solid waste management activities; · Promote Buy Recycled, Recycle Iowa, Iowa Waste Exchange, and WRAP; · Respond to solid waste reduction, recycling education, and Buy Recycled opportunities as they arise, and as resources permit. PAGE 8 FY 2000 TRANSPORTATION WORKPLAN STAFFING: Position Staff Member Full Time Equivalent (FTE) Lead Planner Mary Rump 1.00 Planner Dan Kassik 0.50 TOTAL 1.50 MEMBERSHIPS: Iowa Public Transit Association MISSION STATEMENT: To administer and coordinate the East Central Iowa Transit (ECIT) system, and provide assistance to transit proriders, the ECICOG Board, and constituents. The department shall also provide planning and technical support to the Board, Transportation Policy Committee and Technical Advisory Committee (TAC), Transit Operators Group, and the Iowa Department of Transportation (IDOT) in the implementation of TEA-21 for the region. OBJECTIVES: 1. Ensure the ECIT provides safe, economical, and dependable transportation service to the general public and special needs populations; 2. Provide ECIT transit providers with accurate and reliable information on local, state, and federal laws, policies, procedures, and reporting requirements as they affect regional transit operations; 3. Assist the Regional Planning Affiliation technical and policy committees and modal taskforces on the implementation of planning and programming elements required by IDOT. WORK ELEMENTS: · Provide staff services to the ECIT, Transportation Policy Committee, TAC, and modal taskforces; · Provide tecblnical assistance to state agencies and local governments in accordance with federal TEA-21 requirements, as directed by the ECICOG Board; · Meet regularly with county transit proriders to provide technical assistance as necessary; · Coordinate the preparation of the required TEA-21 plans and programming documents, i.e., TPW'P, TIP, PIP, and LRTP; · Prepare all other required reports, development plans, applications, and information bulletins as required by local, state, and federal agencies; Plan, prepare, and administer drug and alcohol testing programs as required by state and federal agencies; · Procure IDOT approved transit equipment; · Maintain up-to-date information on state and federal laws affecting transit operations and transportation planning, and prepare such information as necessary for distribution to interested persons; · Contribute to agency bi-monthly newsletter; · Attend and participate in pertinent training sessions on issues affecting transit operations and transportation planning, and support and participate in the department's memberships; · Implement geographic information systems technology for the benefit of the agency' s planning functions and constituencies. PAGE 9 04-02-99 I IP19 ~--0~ ~) ~ _, 0 ~ ~' ~ 0 c~ ,-' o 0 u o "' "' ~- 0 O .-- ',:,~ --- s_"' o~Eo ,-' C;, t.j ,.. 0 ~ .... oc~'~- ~ o C,) ~ c~ r.~ u~ ~ c'~OOC,,l ,-. 0 OCD 0 C=)C) CD tu Ec~ co z ILl 0z ~ _ 000000 0 O0 0 0 0 0 >- 'L:_ n 0 0 Z u,J UJ UJ C) C) n,' n 0 0 (N >- n 0000 Z LU 0 0 o · 0 0 0 0 0 JandFeb. 1999 A NEWSLETTER FOR LOCAL GOVERNMENTS IN BENTON, IOWA, JONES, JOHNSON, LINN AND WASHINGTON COUNTIES From the chair During my many years of service on the ECICOG board, perhaps none has been more reward- ing than that which I have just com- pleted as Chairper- Dell Hanson son of the Board of Directors. As you'll note within this annual report, this has been a banner year for the region and for ECICOG. Through our combined efforts we have increased funding for public infrastructure, community facilities, housing, and transportation. We have also helped decrease the amount of waste going to the region's landfills and the number of families living in substandard houses. We continue to plan for the future as we increase our respect for and commemorate the past. We are looking toward, and forward to, the 21 ,t century. I would like to thank my colleagues on the board, the EC1COG staff, and public officials throughout the region for your commitment to improving the lives of our regional citizenry. It is my pleasure to present you this annual report. ECICOG offices to relocate While predicting the weather has been an especially risky business lately, March is sure to come in like a lion at ECICOG. We'll be sur- rounded by a flurry of activity as we relocate to our new offices in the Iowa Theatre Building in down- town Cedar Rapids. At its November 1998 meeting, the ECICOG Board of Directors voted to relocate the agency to the third floor of the Iowa Theatre Building. For the past eight years, ECICOG has been located on the east campus of Kirkwood Community College. Although this facility has served the agency well, quarters have become cramped over the last few years. Finding alternative office space which would address current needs. allow for new initiatives, and remain within the agency's means has been a priority for the executive and budget comnfittees tbr the past two years. ECICOG will occupy the third floor of the building, providing 3,700 square feet -- almost two and one half times larger than our current office space. The Iowa Theatre Building is easily accessed by Interstate 380, and is surrounded by ample parking. The Contint~ed on back page. Director' s Notes It is a pleasure to present the 1998 annual re- port. The report is not just a listing of ECICOG's projects and Doug Elliott programs for the last year. More importantly, and more impressively, it showcases the accomplishments of the communi- ties, counties, public officials, and citizens that make up the ECICOG region. On amore personal note, it commemorates another rewarding year as the Executive Director of this vibrant agency. As described in previous issues of the Update~ ECICOG has been strategically planning for the future. We have pondered, and we have asked you to identify, the benefits that intergovernmental cooperation and the availability of professional public planning services bring to the region. This annual report is full of testimonials to those benefits, and the cumulative effect can be over- whelming. One measurement of our com- bined efforts may be to calculate the return on your investment in ECICOG. In FY 98, total assess- ments paid by participating govern- ments were $172,829. During that same tinae period, $6,263,000 in state and federal dollars was cap- tured for the region through ECICOG or with significant assis- tance from the agency. That's a re- turn of $36 dollars for each $1 in- vested in ECICOG. Some may find this formula too simplistic, and it's tree that funding is only a pan of the story. So, I hope you'll enjoy reading the annual re- port, and will share it with others in your community. Congratulations on a great year. MaD' Rump Dan Kassik The year began shrouded in uncertainty as Congress failed to reauthorize the Intermodal Surface Transportation Effi- ciency Act (ISTEA) prior to its expiration in September 1997. However, eight months later, on June 9, 1998, Congress approved a new six-year transportation program known as the Transportation Equity Act for the 21" Century (TEA-21). In 1998, these federal programs were an essential funding source for a variety of surface transporta- tion projects throughout the region includ- ing the rehabilitation of roads, replacement of bridges, and operation of public transit services. Surface Transportation Program (STP) funds were programmed by the Regional Planning Affiliation to rehabilitate or repair area roads at a total cost of $892,337. An additional $20,000 was programmed to- ward the region's participation in the State Pavement Management Program. The pro- gram assesses the current condition of area roadways and assists in the future prioritization of projects. Federal bridge funds replaced ten deficient structures at a total cost of $2.5 million. Federal transit operating funds totaling $89,834 were matched with $420,648 in state transit assistance and local dollars to provide regional public transit service. As a result, transit service levels increased for the third consecutive year. Transit Service Levels FY 1996 FY 1997 FY 1998 Total Rides 303,734 336,613 340,368 Revenue Miles 1,091,607 1,108,308 1.153,428 Revenue Hours 75.857 80,621 82,169 The ECICOG solid waste division is sup- ported, in part, by fees assessed to each of the landfills in our solid waste planning area, comprised of Benton, Iowa (except the city of Victor), Johnson, Jones, Linn, and Tama Counties as well as the cities of Kalona and Riverside in Washington County. These lees are part of the funding set aside by landfills for planning, waste reduction, recycling, and other pollution prevention activities. Additional support is generated each year by grant awards and, occasionally, the solid waste division receives funds for contract work. Day to day activities of the staff are intended to reduce waste, increase recy- cling, and prevent pollution. To accom- plish and enhance the division's goals, staff assists local governments, nonprofit agencies, and businesses in their efforts to manage and reduce waste. For example, staff has written solid waste/recyclables collection Request for Proposals (RFPs) for the Cities of Lisbon, Monticello, and North Liberty; developed brochures about recycling for Benton and Tama Counties; and assisted Linn County with a rural re- cycling program. Marie De Vries Jennifer Ryan The chart below lists grant funds awarded to ECICOG and its constituents for waste management programs or projects with which ECICOG has been or is directly involved. Landfill commissions or agencies in the planning area also bring in funds to support their programs. The Bluestem Solid Waste Agency, for example, has been awarded various grants for projects in Linn County such as the landfill bioreactor cell and the Pollution Prevention Center. All ECICOG counties have received funding for toxic cleanup days, and a waste sort at the Iowa City landfill was supported with grant funds. With funds generated by the region's landfills, ECICOG and its member cities and counties ~ as well as programs such as the Iowa Waste Exchange ~ have implemented a variety of waste manage- ment and recycling programs. Waste Management Grant Awards Local Entity Kirkwood Community College Anamosa State Penitentiary City of Cedar Rapids ECICOG (on behalf of member counties) Cedar Rapids Public Schools 1998-1999 Type of program or project composting facility for Vard/~zarden/animal waste cornposting facility for food scraps and organic wastes full cost accounting software for waste management programs county waste tire management program "green building" curriculum and house Grant Amount $85,691 $88,376 $74,328 $380,000 $51,427 ECICOG administra- tive functions are a subtle but important link in the delivery of services to the region. Gina Peters, ECICOG Administrative Assistant, is respon- sible for a variety of Gina Peters tasks that ensure continued communication with the constituency. Among these are answering the phone, processing mail, assembling board packets and preparing meeting minutes, processing intergovern- mental reviews, and sending out the Up&tie every two months. She is also responsible for important internal functions such as bookkeeping and payroll. Grad Sa,ds Dan Kassik Once again, ECICOG Community Development staff was kept busy during the year providing many local governments with planning services, grant writing, and technical assistance. In 1998 alone, grant writing by Community Development staff resulted in $1,479,479 in assistance to 10 local governments in the region. Ainsworth, Central City, Ladora, Lone Tree and Vinton all received Community Develop- ment Block Grant (CDBG) funding in March under the general competitive program. In addition, staff prepared applications on behalf of Iowa County and the cities of Lisbon and Washington for economic development assistance. All three applica- tions were approved by the State, thus creating an additional 66 jobs in eastern Iowa. The funding came from the State's Economic Development Set-Aside (EDSA) program. ECICOG also assisted Washington County in receiving imminent threat assistance due to the devastating tornado last May. In Coralville, a grant was received from the Iowa Emergency Management Agency for the preparation of a hazard mitigation plan. Since 1990, the region has experi- enced significant population growth (see accompanying chart). In addition, the population of the region is expected to substantially increase. To help manage this growth, many local governments in the region utilized ECICOG staff for updating or preparing comprehensive and land use plans. Plans for the cities of Anamosa, Alburnett, Fairfax, Monticello and Oxford Junction were among the documents worked on during the year. In a related issue, staff continues to work with the communities of Marengo, Oxford Junction and Fairfax in revising their land use regulations (zoning and/or subdivisions ordinances). Staff is also assisting Central City and Palo in their efforts to comply with Chapter 380.8, Code of Iowa, that requires cities to recodify their ordinances at least once every five years. In November 1998, Community Development Staff submitted a Notice of Interest (NOI) to the Iowa Emergency Management Agency to set aside funds for the preparation of hazard mitigation plans for all local governments in the region. If approved, this funding would be set aside by the State, and each local government would be able to apply for funds to offset the cost of preparing the plan. ECICOG should be notified within six months if funding is secured. ECICOG Region Population Trends 500,000 - 450,000 - 400,000'340,998 348,587 356,286 365,645 375,980 350,000 - 300,000 - 250,000 - 200,000 - 150,000 - 100,000 - 50,000 - 0 I I I 1990 1992 1994 Source: 1998 Edition, lowa's Counties 409,870 1997 2000 2010 Region lO Counties 446,390 2020 Chris Kivett-Berry Tricia Heald The year 1998 was one of growth for the ECICOG hous- ing department and the region. At ECICOG, the hous- ing staff's capacity increased as two Angela Williams new planners joined the agency. In the re- gion, the number of active housing pro- grams provided and the amount of grant funds increased significantly from previous years. In 1998 grant writing efforts resulted in ten new housing projects for the region. ECICOG staff was able to attract over $1.3 million in state and federal funds to the re- gion. This represents a 25.6 percent in- crease in grant funds from 1997 and 60.5 percent from 1996. State/Federal Housing Grants $827,188 $1,056,819 $1,327,693 1996 1997 1998 ECICOG's efforts to diversify were rewarded in 1998 with grant money awarded for the first time from two differ- ent funding sources. The new funding sources are the Housing Preservation Grant through USDA-Rural Development and Helping lowa's Rural Economy from HUD. Overall, staff administered seventeen different housing projects in 1998, which assisted residents in all six counties. Hous- ing activities included needs assessments, owner-occupied rehabilitation, down pay- ment assistance, emergency repairs, and the purchase and renovation of vacant property. o~Ccninl. Iowa Counc~ of ECICOG was established in 1972 to pro~] r~onal cooperation and proVid~ p~fessional planning servi~'~ii'4ocal governments in Benton, 10~a, lohnson, lones, Linn, and W~shlngton Counties. Mert~bers.:of the ECICOG B~w~ of Dtr~0rs:. Lu Barton * E~lward Brown · C~l'~y · David Cavey · Leo Cook · PaY: .~yxe. c_,ary ~wards · D~S ~sen, ·Dell Hanson (chair) · Ann Hea!l! · Henry Herwig · lames Houser · Don Magdefrau · Chad~:'Montross * Ole MUnson · Ed'~ ~, Robert Stout · Rod Straub · S~ :.Si ~n .* Tom Tjelhleland · ~ ierhoef ' ...i.. - ECIC ~ Dan "l S~. com,~ wve~opm~ ~;Bcrl'y Hour{rig ~rvices Houdng Services .,...y.. · . F-atst~b~al iowa Council' d Governments .... ~ ii?;'. ~1 Kirkwood Bird. SW · .. Cedar Rapids, 10wa 52406 (319) 398-i266 Fax: (319) 398-1298 · ' ecicog~ia.net (e-nmil) www. ia. net/-~eclcog This program sponsored in lx.'t by a grant provided by th~ Iowa Department of Economic Development. Printed on reOwled paper. ECICOG offices to relocate Continued on Page 4 entrance to the building is clearly marked, and the elevator opens to our new front door. Moving will occur over four work days, February 25 - March 2. During that time, most staff will be unavailable, but we hope that by March 3 enough boxes will be unpacked and phones will be plugged in so that we can get back to work as usual. We appreciate your patience during this time, and will be notifying you of address and phone number changes nearer the move date. Calendar Jan. 28 ECICOG Board of Directors Annual Meeting, Kirkwood Resource Center, 1030 5lh Ave. SE, Cedar Rapids, 12:45 p.m. Jan. 28 ECIT Transit Operators Group meeting, Conference Room, Linn County LIFTS, Cedar Rapids, 10:00 a.m. Jan. 28 Transportation TAC meeting, Gritter Room, Iowa Hall, Kirkwood Community College, Cedar Rapids, 12:30 p.m. Feb. 3 Presentation "Exploring Approaches to Ecological Design and Construction," by Steve Loken. Iowa Rooms A-D, Iowa Hall, Kirkv/ood Community College, Cedar Rapids, 8:30 a.m. Feb. ll ECICOG SWTAC meeting, Bluestem Solid Waste Agency, Kirkwood Commuity College campus, Cedar Rapids 8:30 a.m. Feb. 15 ECICOG offices closed in observance of Presidents' Day Feb. 25 Feb. 25- Mar. 2 EC1COG Board of Directors Meeting, Kirkwood Resource Center, I030-5!h Ave. SE, Cedar Rapids, 12:45 p.m. ECICOG offices closed for :moving East Central Iowa Council of Governments 6301 Kirkwood Blvd. SW P.O. Box 2068 Cedar Rapids, IA 52406 DEE VANDERHOEF iOWA CITY COUNCIL 2403 TUDAR DRIVE IOWA CITY IA 52245 04-02-99 I IP21 * * Due to indiridual me,tbers'schedldes. the chairJb.mt it necessary to devitltefi'onl the printed order of bttsiness. .MINUTES East Central Iowa Council of Governments Board Meeting November 30, 1998 - JTPA Office 1030 5"~ Avenue SE. Cedar Rapids. Iowa MENIBERS PRESENT Dell Hanson - Benton Cottnty Sltpervisor Bill dindrich - Iowa County Supen,isor Dee Fanderhoef - Iowa City Ci~' Council Jonathan dordahl - Johnson County Supervisor Tom Tjehneland - Mayor of Ely, Leo Cook - Jones Coun.ty Supervisor David Cavev - Mayor of Olin Gary Edx~'ards - [on,a Cottntv Citizen Ji.t Ho.ser- Linn Cottntv Supervisor Ole .4[ttnson - Cedar Rapids Connnissioner Ed Raber- IVashington Cottntv Citi:en Ed Brown - Mayor of Washington Robert Stout - Washington County Sltpervisor Ken Caes - Iowa County Supervisor :Inn Hearn - Linn Cotolw Citizen Don Martin - Vinton City Coordinator Carol Casev -Johnson County Citi:en MEMBERS ABSENT Dennis Hansen - Jones Count' Citizen Lu Barron - Linn County Supervisor Henty Herwig - Coralville Council Don Magdefrau - Benton County Citizen ALTERNATES PRESENT Don Hahn - Washington County Citizen OTHER'S PRESENT Monica Vernon - Vernon Research Groul~ Sondy Daggett - Henry Russell Bruce Nttrit Finn - Vernon Research Group Dale Todd - Cedar Rapids Commissioner STAFF PRESENT Dottg Elliott - Executive Director Gina Peters - Administrative Assistant Dan Kassik - Planner Tricia Heald- Planner Chris Kivett-Berr3'- Housing Planner Marie De Vries - Solid ~Vaste Planning Coordinator Chad Sands - Planner Jennifer Rvan - Solid ~Vaste Planner Mary Runlp - D'ansit ,4tbninistrator/Planner .4ngela ~Vl'llialns - Planner 1.0 CALL TO ORDER The meeting was called to order by Chairperson, Dell Hanson. .I Recognition of Alternates Don Hahn - Washington County .2 Public Discussion - None .3 Approval of Agenda M/S/C (Stout/Jindrich) to approve the agenda. All ayes 2.1 Approval of~linutes (October 29, 1998) M/S/C (Cook/Jindrich) to approve the minutes as written. All ayes. 3.2 Board Members' Reports- None 3.4 Community. Development Report Sands told the Board that after doing some research, he found that none of the cities or counties in the ECICOG region have Hazard Mitigation Plans. Sands asked the Board for their approval to submit a Notice of Interest (5/OI) to the Iowa Emergency Management Division to secure funding for HaZard Mitigation Plans for each city and county in the region. ,.'vUS/C (Jindrich/Jordahl) to submit a Notice of Interest to the Iowa Emergency Management Division for hazard mitigation planning. All ayes. Discussion followed regarding the purpose of hazard mitigation planning. (Caes joined the meeting at this time.) 3.1 Chairperson's Report Monica Vernon with Vernon Research Group gave board members an update on the marketing study they are working on for ECICOG. Handouts were received by the Board. Elliott offered that anyone interested in looking at more information could look at his notebook at the end of the meeting. On January 28, 1999, Vernon Research Group will present the next update. (Cook and Todd left the meeting at this time.) Larry Pump from R.W. Cox and Company presented the annual audit report. Discussion followed on the report. He noted there were no significant findings and only one comment under "segregation of duties." M/S/C (Hearn/Munson) to accept the Fiscal Year 1998 audit as presented by R.W. Cox and Company. All ayes. 2.2 Preceding Month's Budget Reports/Balance Sheets Elliott gave an overview of the October financial statements. M/S/C (Vanderhoef/Houser) to approve and file the October financial statements for audit. ayes. All 4.1 Executive Committee The Board moved to a room where a Power Point Presentation on office space xvas made b?' Elliott. Discussion followed on the options for ECICOG. Multiple options were looked at for ECICOG including an addition to the current space and space in downtown Cedar Rapids. The Executive Committee recommends to the Board that ECICOG move to the Iowa Theatre Building in downtown Cedar Rapids. M/S/C (Jindfich/Jordahl) to accept the Executive Committee's recommendation to move to the Iowa Theatre Building in Cedar Rapids by March l, 1999. 6.1 Approval of Expenditures MjS/C (Stout/Brown) to approve payment of expenditures. All ayes. (~,lttnson and Raber left the meeting at this time.) 5.0 Iowa Intergovernmental Review System An Intergovernmental Reviexv from Five Seasons Transportation and Parking was handed out. (attachett) IA990010-013, Iowa County, EDSA for Samson Enterprise, Inc. lA990010-014, City of Wyoming, CDBG for housing rehabilitation IA990010-0l 5, Five Seasons Transportation and Parking, Job Access and Reverse Commute grant M/S/C (Caes/Heam) to approve all Intergovernmental Reviews with a favorable review. All ayes. 3.3 Director's Report As requested bv the Board, Ellloft compiled a list of grants and funds that have been secured with ECICOG's assistance (pgs 8-10 of the board packet). Elliott told the board that he met with the Intergovernmental Agency Purchasing Task Force in Linn County and with representatives from two other counties to discuss the disposal of surplus equipment and supplies. He agreed to form a task force with representatives from Other counties in January. 3.5 Housing Report - None 3.6 Transportation Report Information included in the board packet 3.7 Solid W'aste Report Information included in the board packet. 4.2 Budget Committee The Budget Committee will meet on Tuesday, December 8a' at 1:30 p.m. 4.3 Personnel Committee The Personnel Committee will meet on Tuesday, December 15'" at 1:00 p.m. 4.4 Transit Operator's Group - None 4.5 Solid Waste Technical Advisory. Committee - None 4.6 Ad Hoc Committee Reports Hanson asked Hg_o~us~er, S,t_O_U_b and Brown to present a slate of officers for the next year at the January board meeting. 7.0 New Business Hanson handed out certificates of appreciation to board members xvho had terms that xvere expiring as of 12/31/98 or who would not be serving on the ECICOG board next year. Me. tubers receiving certificates were Ken Caes, C.arol Casey, David Cavey. GaD' Edwards. D.etl Hanson. Ann Heam, Bill Jindfich, Ole Munson. and Dee Vanderhoef. In the past. the Executive Committee has met in December in lieu of a full board meeting. Hanson asked the Board if they wanted to do the same this year. M/S/C (Cavey/Jindrich) to allow the Executive Committee to meet in December in lieu of a full board meeting. All ayes. 8.0 NEXT MEETING: January 28, 1999 (Full Board) Carol Casey, Secretary/Treasurer January 28, 1999 Date 04-02-99 I IP22 Learn more about deregulation · There is more to this side of the story. Recently, a public meeting was conducted in Iowa City at the initiation of the state's Office of Consumer Advocate that brings to mind the old adage, "Beware of the half-troth, you may get hold of the wrong half." During this meeting the OCA presented only its point of view that if Iowa consumers were given the opportunity to choose their electricity supplier they would likely receive a sig- nificant rate increase because Iowa companies will sell their electricity into "higher-priced" Illinois. On the surface, the OCA pre- sentation appears convincing. However, as a state legislative committee recently heard and then strongly questioned the OCA data and assumptions -- there is another side to this story. First, the data used by the OCA is out of date. Today, not Mark Douglas Guest Opinion even Illinois consumers are pay- ing the electricity rates present- ed by the OCA. Unfortunately, the OCA fails to take into con- sideration the electric choice legislation approved in Illinois in 1997 that mandates varying percentages of rate decreases for customers of Illinois utility companies that will bring those rates closer to the regional aver- age and to rates in Iowa. For example, the largest Illinois util- ity company was forced to reduce prices by 15 percent last year and another 5 percent in 2002. The OCA position also assumes that no new electricity generation facilities will be con- structed in the region even though there is almost 10,000 MW of additional generation that is already planned. Further, the OCA assumes that only util- ities in Illinois and Iowa will compete to serve Iowa con- sumers. Unlike Illinois and some other states, the proposed Iowa legislation places no restrictions on who may serve Iowa con- sumers other than they must be licensed. In just the states surrounding Iowa, this means that there will be substantial, low-cost access electricity generation likely competing for your business along with our established Iowa investor-owned companies, rural electric cooperatives and municipal utilities. This is what a free-enterprise energy market- place is all about. Maybe most disturbing from the OCA presentation is that some may have been misled to believe that current rates would stay the same or go even lower if our state's present rate-regulated system were to continue. It is important to remember that the two major electric utilities in this state are under rate freezes that are set to expire in 2000 and 2002. Several communities in Iowa have not had an electric rate increase in 14 years. Given such factors as low electricity sales growth in Iowa and the significant investments in main- taining and enhancing our elec- tric system, it is reasonable to expect that if regulation contin- ues and consumers are denied competitive choice, rate increas- es may be forthcoming in the future. There is more to this side of the story -- much more. I would strongly encourage all Iowans to learn about this issue and the potential benefits of allowing consumers to choose their elec- tricity supplier. Mark H. Douglas is presi- dent of the Iowa Utility Association. What some electric restructuring proponents are claiming: Electric restructuring will save Iowa CORSUmeFS money. OCA's $114 million estimate of higher Iowa prices is unreliable because it is based on outdated 1997 average prices paid by users in Illinois and Iowa. ELECTRIC RESTRUCTURING by: Office of Consumer Advocate What OCA is saying: Some lar~e users of electricity may be able to save money. Whether (and how much) they can save depends upon a number of factors, including the price they currently pay. Small users, however, are expected to pay higher prices. According to OCA's most recent study, Iowa consumers as a whole will pay at least $114 million per year in higher prices if electric restructuring is adopted in Iowa. OCA believes that the bulk of the $114 million will be paid by Iowa's residential and small business consumers, who are not likely to have many competitive options because they cannot be profitably served at prices that are lower than the regulated, cost-based prices they pay under current law. OCA's $114 million is not based on prices. Rather, it is based on the actual cost of generating electricity at the most efficient power plants in Iowa and all adjacent states Iowa (Wisconsin, Minnesota, South Dakota, Nebraska, Missouri, and Illinois). Suppliers in these states are the most likely alternative sources of electricity for Iowa consumers in a restructured environment. The $114 million assumes that perfect competition existed during 1997 in every one of the surrounding states. It also assumes that the lowest cost power plants would be used to satisfy all the region's electricity needs. As a result, the $114 million in higher prices is a conservative estimate of the additional costs to Iowans. OCA's results are supported by the independent work of the Iowa Utilities Board (IUB) staff. In its most recent study, the IUB staff stated: "In 'low cost' states, such as Iowa, regional markets for electricity may put upward pressure on existing prices." In the same study, it concluded that "net stranded benefits" would exist in amounts ranging from $1.3 billion to $1.7 billion through the year 2007, thus confirming the expectation that market prices will be higher than regulated cost-based rates. Under current regulation, the benefits of low cost generation flow to Iowa consumers while under the proposed bill, these benefits (called "net stranded benefits") would flow to MidAmerican and Alliant. Finally, OCA's results are supported by the price CalEnergy paid for MidAmerican Energy. CalEnergy paid a $1.3 billion premium above net book value for MidAmerican. The net book value is the cost that is used to set rates under the current Iowa law. CalEnergy would have to generate additional revenues of $173 million per year for the next 40 years to cover the cost of this premium. The only way to achieve this is though price increases and generation cost reductions that do not have to be passed on to Iowa consumers. The proposed bill enables MidAmerican to do both. According to MidAmerican, wholesale market prices for electricity in the region that includes Iowa averaged only 2.37 cents per kWh during the past 12 months. This suggests that Iowa consumers have a substantial opportunity to achieve lower prices through the introduction of competition. Current wholesale market prices are not reliable indicators of deregulated retail market prices. Current wholesale market prices reflect prices that utilities are willing to accept for their "leftover' electricity and capacity. This is the electricity and capacity that remains available after they have served all of their regular, or "native load," customers at established prices that cover all of their costs, including depreciation and a reasonable profit. Current wholesale market prices do not reflect what the market price will actually be if all the utilities' native load customers were also bidding for the electricity. Had MidAmerican sold all of the electricity it sold in Iowa during 1997 at 2.37 cents per kWh (instead of the amount claimed by MidAmerican to be embedded in rates), its Iowa electric revenues would have gone down by $156.8 million. MidAmerican and Alliant are not pushing for electric restructuring in Iowa because they are trying to reduce their Iowa reven ues. In a restructured environment, Iowa customers are not limited to suppliers in adjoining states. Customers can buy electricity from suppliers across the United States that have low cost generation like Iowa. Competition from these suppliers may force Iowa prices even lower. While Iowans could buy electricity from suppliers located a long distance from Iowa, there are both legal and practical limitations on these far away suppliers' ability to compete with MidAmerican and Alliant whose power plants are located nearby. First, unless the out-of- state supplier's home state has also restructured (and most low cost states have not restructured) only the supplier's excess electricity would be available for sale in Iowa. This is because all states have laws that require their utilities to use their low cost generation to serve their home state customers first. Only the unneeded excess can be sold elsewhere. Very little, if any, excess low cost capacity exists. Second, a far away supplier must pay to ship their electricity to Iowa. Because of the proximity of local power plants, MidAmerican and Alliant would incur far lower "shipping" costs. According to MidAmerican, the region that includes Iowa has between 13 and 19 percent excess generating capacity. This includes 19 percent excess capacity in Iowa, Minnesota, North & South Dakota, and Nebraska; 13 percent excess capacity in the Illinois and Wisconsin; and 16 percent excess capacity in Missouri, Kansas, Oklahoma, Arkansas and Louisiana. The existence of this excess capacity could force prices in Iowa lower. OCA's $114 million estimate of higher prices ignores the existence of this excess capacity. Even if there is little excess capacity, electric restructuring will encourage entrepreneurs and others to build new low cost power plants. The electricity generated by these new power plants will force Iowa prices down. MidAmerican's suggestion that there is a lot of excess capacity in the region which would force Iowa's low prices even lower is unsupported and incorrect. Its claim that there is 13 to 19 percent excess generating capacity in the region is overstated and misleading for two reasons. First, the claimed excess capacity includes mandatory reserve margin requirements, which must be maintained by the utilities to deal with emergency situations such as plant outages. The inclusion of these mandatory reserve requirements (of at least 15 percent in Iowa, 18-22 percent in Illinois and Wisconsin, and 14 percent in Missouri and Kansas) makes it look like there is more excess capacity than there actually is. When the mandatory reserve margin requirements are properly reflected, the amount of real "excess capacity" goes down considerably---from 19 percent to only 4 percent in Iowa, Minnesota, North & South Dakota, and Nebraska. In Illinois and Wisconsin, the amount of excess capacity actually becomes a ne.~ative 4-8 percent. In other words, there is a capacity shortage in the Illinois-Wisconsin region. The second reason the amount of claimed excess capacity is misleading and will not lead to lower Iowa prices is that the excess capacity amounts consist of very inefficient power plants (called "peaking plants") which produce electricity that is very expensive (upwards of 10-15 cents per kWh versus approximately 2.73 cents per kWh at the other Iowa power plants of MidAmerican and Alliant during 1997). Because of the high cost of the electricity that peaking plants produce, these plants are used rarely-and only when absolutely necessary. Finally, according to the Iowa Utilities Board, whatever excess capacity that currently exists "will disappear in the next few years." Expected growth in demand will eat up any excess capacity that exists today. Thus, when Iowa consumers are allowed to choose. their supplier in 2002, there will not be any low cost excess capacity either to force Iowa prices down further or to keep Iowa prices from going up significantly. The most efficient new power plants which can be built today are called "natural gas combined cycle combustion turbine" plants. Assuming no increase in current natural gas prices, these plants cannot profitably produce electricity for less than 3 cents per kWh. New coal-fired plants cannot produce electricity for less than 4 cents per kWh. MidAmerican and Alliant's average cost of producing electricity at their existing power plants is only 2.73 cents per kWh. Unless the owners of new plants are willing to build new plants and sell the electricity in Iowa at a loss, their new plants will not force Iowa's current low prices even lower. But according to MidAmerican, new capacity additions of 10,341 MW are likely to be added in the region, which will work to keep prices down. Residential consumers are protected by "Standard Offer Service." SOS prices will be based on what customers currently pay (as of January 1, 1999). Customers benefit because current prices would be frozen and cannot be increased for 5 years (until January 1, 2004). MidAmerican's estimate of capacity additions is inflated and misleading. Of the 10,341 MW included by MidAmerican, only 7,341 MW have actually been announced. In addition, 700 MW is not expected to be completed until 2008 (instead of 2004) and the Wisconsin Electric/Southern Energy "Neenah" plant will be built as a 300 MW combustion turbine plant, not a 525 MW combined cycle combustion turbine plant. Of the remaining 6,416 MW of announced capacity additions, nearly 50 percent (3,158 MW) is clearly identified as high cost (in excess of 5 cents per kWh) peaking capacity. MidAmerican's estimate is also misleading because it ignores the shut down of existing base load plants. If all of the rest of the announced capacity additions (3,258 MW) are low cost base load plants, these additions would simply offset the loss of 3,046 MW of base load nuclear capacity in Illinois that result from the closing of Zion I and 2 (2,096 MW) and the continued shut down of Clinton (950 MW). In order to justify building these new base load plants (the most efficient of which cannot produce electricity for less than 3 cents per kWh), the: expected market price for electricity must be 3 cents per kWh or more. As stated earlier, this is higher than the cost of electricity produced by the Iowa utilities' plants. Thus, these new capacity additions would not force generation prices in Iowa below their current levels. Standard Offer Service (SOS) does not provide the same level of protection as the current law it replaces. Although a price freeze for 5 years (from January 1, 1999 until January 1, 2004) sounds good, it ignores several things. First, MidAmerican is already prohibited by a rate case settlement with OCA from increasing its prices for the next 2 years (through the year 2000). Alliant is also currently prohibited from increasing its prices for the next 4 years (until the year 2002). In addition, the current law permits the IUB to reduce electric prices when the utility's total costs go down. The proposed restructuring bill expressly prohibits the IUB from reducing prices if costs go down. This is important because current cost information indicates that the Iowa utilities' cost of providing electric service is going down, not up. Setting SOS at current levels when overall costs are declining provides a windfall to the utilities that is not available under the current law. A recent filing of MidAmerican illustrates how current rates (upon which SOS would be based) are already producing excessive profits. A February 1999 filing with the IUB reveals that MidAmerican is being forced to give its Iowa customers a $2.2 million refund to share 50 percent of its profits agreed upon as excess during 1998. In addition, MidAmerican is being forced this year to reduce its Iowa rates by $1.13 million to reflect part of a very large reduction in fuel costs. Customers are protected by Standard Offer Service because the SOS price is still regulated by the Iowa Utilities Board. While prices for Standard Offer Service (SOS) will be regulated by the IUB (at least through 2005), the proposed bill permits SOS prices to be increased in cases where the current law would prohibit similar increases. The term for such increases is "piecemeal ratemaking." Essentially, the bill would permit the utilities to increase SOS prices if a single category of costs (e.g. transmission costs) increased, even if there were offsetting decreases in other categories of costs (e.g. distribution costs, generation costs, etc.). Thus, SOS prices could be increased even if the utility's total cost of providing SOS service actually decreased (which would warrant a rate reduction under the current law). The following example illustrates the piecemeal ratemaking approach permitted by the bill. Assume today's prices are based on the following costs: Total Costs = Generation Costs + Transmission Costs + Distribution Costs $100 = $60 + $10 + $30 Assume transmission costs subsequently rise by $5, generation costs decline by $10, and distribution costs stay the same. Under current law, the utility's rates would be reduced by $5 to reflect the fact that total costs went down by $5 (as shown below): Total Costs = Generation Costs + Transmission Costs'+ Distribution Costs $95 = $50 + $15 + $30 However, the proposed bill would allow the utility to increase SOS rates by $5 (to reflect the fact that transmission costs went up by $5). Finally, even if SOS is extended beyond the year 2005 because effective competition does not exist, the bill permits the utilities to raise the SOS price on January 1, 2006, to reflect market prices for generation, even if that "market" in Iowa has only one supplier. The vast majority of states that have taken some steps to give their citizens choice have Eighteen states, including Illinois, have taken some steps to offer their citizens choice in electricity. There are several bills pending in Congress, some of which specify when and how a state must go about offering choice. electric prices that are much higher than here in Iowa. The citizens in those states had little to loose from electric restructuring and much to gain. Iowa is just the opposite. Most customers, especially residential and small business customers, have much to lose if OCA's studies are correct. None of the states surrounding Iowa are expected to pass an electric restructuring bill this year. All of the surrounding low cost states are studying the possible impacts; but they are concerned that prices will go up for most of their citizens. In addition, a federal restructuring bill is not likely to pass because too much opposition exists. According to Sen. Frank Murkowski, chairperson of the U.S. Senate Energy and Natural Resources Committee, "Federal mandates are just not going to happen." He also said, "The intensity of interest is not what it was in the 105th Congress." (Public Power Daily, 2/1 6/99)~ Federal lawmakers are worried that residential customers will not receive the benefits that have been promised by electric utilities and that electric rates will go up in a competitive environment. Iowans will be better off designing a system that best meets the needs of Iowans rather than being subjected to dictates by a federal mandate. The changes proposed by OCA are unnecessary. OCA agrees that Iowa (and other low cost states) are in the best position to know and decide what is best for its citizens. The system created by the proposed bill, however, is not designed to meet the needs of all (or most) Iowans--especially residential and small business consumers. The bill actually takes away the one choice that small users in Iowa have now and want to keep the most, i.e. the ability to continue indefinitely buying electric service from their current supplier (either MidAmerican or Alliant) at prices that are fully regulated by the IUB based on their utility's actual cost of providing regulated electric service. The failure of the proposed bill to meet the needs of most Iowans is why the OCA opposes the bill. The refusal of MidAmerican and Alliant to agree to provisions that would provide adequate price protections to small users (and ensure that Iowans' prices do not go up by $114 million per year due to electric restructuring) is the reason OCA opposes restructuring at this time. The various changes proposed by OCA are designed to provide needed price protections in the event OCA's studies are correct and the market price for generation will be higher than the price of generation reflected in Iowa current low rates (which are based on each utility's actual cost of generation). Two critically important changes are required. First, MidAmerican and Alliant must each be prohibited from selling, or otherwise divesting itself of, its low cost generation until the market price is no higher than the utility's actual generation cost. This is necessary because divestiture is irreversible. If competition does not develop as supporters hope, then the low cost power plants that are sold would be gone forever and the legislature could not reverse the process and go back to what Iowa has today. Second, customers must be allowed to choose service from their current utility at regulated rates that are based on the utility's actual cost of providing electric service using existing generation supplies. This regulated service must continue until the competitive market price for generation is no greater than the utility's generation costs. These critical changes would protect Iowa consumers from the higher market prices envisioned in the OCA and IUB studies while preserving the rights the utilities have today under the current law-the ability to recover all of the costs they have incurred (and will reasonably incur in the future) to provide electric service. If OCA's studies are correct (and market prices are higher than Iowa's regulated cost- based prices), these changes are critically needed to protect consumers from those higher prices. If OCA's studies are wrong (and market prices are lower than regulated cost-based rates), these changes will harm no one, including MidAmerican and Alliant. Residential Prices Iowa and Average Iowa/Illinois 0 1997 Iowa -Illinois Average ,~=10. 3¢ ,=== ,=~ =..-, ,.=,= ,=== ,=== -.--.- .--. 9.7¢ 9.1¢ 8.9¢ 8.7 ¢ 1997 Highest Cedar Rapids Davenpod Des Moines Illinois Average Iowa Average Marshalltown Iowa City Council Bluffs Keokuk Bel~endorf Oskatoosa Ft, Madison Foal Dodge Coralville 1998 Iowa -Illinois AVerage 8.9¢ 7,7¢ 7.4¢ T Dubuque Sioux City Burlington Clinton Walerloo Ottumwa Mason City Carroll Newton Clear Lake Storm Lake Grinnell Decorah LeMars Creston Oelwein Charles City Centerville Chadton Washington 1997 Lowest 319-354-4213 -> +3193565089 IOY~ CItY CL~RK 04-02-99 IP24 Johnson Counl7 ]IOWA~ Jonathan Jordahl, Chair Charles D. Duffy Michael E. Lehman Sally StuBman Carol Thompson BOARD OF SUPERVISORS Agenda Boardroom - 2"d Floor Johnson County Administration Building 913 South Dubuque Street Iowa City, Iowa 52240 April 1, 1999 FORMAL MEETING 1. Call to order 9:00 a.m. 2. Action re: 3. Action re: claims formal minutes of March 25th 4. Action re: payroll authorizations 5. Business from the County Auditor a) Action re: permits b) Action re: reports 1. County Reeorder's monthly reports of fees collected. e) Other 6. Business from the County Attorney a) Other 913 SOUTH DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319) 356-6000 FAX: (319) 356-6086 Agenda 4-1-99 Page 2 7. Business from the Board of Supervisors a) Motion authorizing the Auditor to publish a Notice to Bidders setting a bid letting date of April 23, 1999 at 10:00 a.m. for seed and fertilizer for the Secondary Road Department' s use in calendar year 1999. b) Motion authorizing the Auditor to publish a Notice to Bidders setting a bid letting date of May 3, 1999 at 9:30 a.m. for the bituminous resurfaeing (oil contract) of various Johnson County Roads located throughout the County, c) Motion to adopt Johnson County's FY 2000 Secondary Road budget for submittal to the Iowa Department of Transportation and authorize the Chair to sign. d) Motion to adopt Johnson County's FY 2000 Five-Year Secondary Roads Construction Program for submittal to the Iowa Department of Transportation and authorize the Chair to sign. e) Discussion/action re: Proclamation designating the week of April 5- 11, 1999, as National Public Health Week. f) Discussion/action needed re: suggested dates for joint meetings with Linn, Museatine, Washington, and Louisa Counties, and the City of Cedar Rapids. g) Discussion/action re: Housing Task Force appointments. h) Letter from City of Solon regarding traffic counts for some intersections and cross streets along State Highway 382. discussion/action i) Discussion with applicants for appointment to the Board of Supervisors regarding ideas discussed during the interview process. j) Other 8. Adjourn to informal meeting a) Reports and inquiries from the County Attorney b) Inquiries and reports from the public c) Reports and inquiries from the members of the Board of Supervisors d) Other 9. Adjournment B4/01/99 14:3B:Z4 319-354-4213 -> +31~35&SB09 IO~ ~IT~ ~L~R~ Psg~ 801 Johnson C0unry 'i~ iOWXil? Jonathan Jordahl, Chair Charles D. Duffy Michael E. Lehman Sally Smtsman Carol Thompson BOARD OF SUPERVISORS CORRECTION Agenda Boardroom - 2nd Floor Johnson County Administration Building 913 South Dubuque Street Iowa City, Iowa 52240 April 5, 1999 INFORMAL MEETING 1. Call to order 11:30 a.m. Work Session to discuss six month evaluation of the S.E.A.T.S. Director: (possible executive session to evaluate the professional competency of individuals whose appointment, hiring, performance, or discharge is being considered... ) Work Session re: discussion of goals for the Mental Health/Developmental Disabilities Director. 4. Discussion from the public 5. Adjournment 913 SOUTH DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319) 356-6000 FAX: (319) 356-6086 84/81/99 14:59:58 ~19-~54-4213 -> ,319~565889 IOU~ CITY CLERK Page .Johnson Count, ]~ IOWA BOARD OF SUPERVISORS Jonathan Jordahl, Chair Charles P. Duffy Michael E. Lehman Sally Slutsman Carol Thompson Agenda Boardroom - 2nd Floor Johnson County Administration Building 913 South Dubuque Street Iowa City, Iowa 52240 April 6, 1999 FOR1VIAL MEETING 1. Call to order 9:00 a.m. 2. Canvass of votes for Special Sales Tax Election. 3. Adjournment INFORMAL MEETING TO FOLLOW 913 SOUTH DUBUQUE ST. SUITE #201 IOWA CITY, IOWA 52240-4207 TEL: (319) 356-6000 FAX: (319) 354-4213 04/82/99 16:51:18 319-384-4213 -> +3193868009 IOWfi CITY CLERR Page 881 Johnson Count), __ 1-~ lOW~ ~;? , BOARD OF SUPERVISORS Jonathan Jordahl, Chair Charles D. Duffy Michael E. Lehman Sally Stutsman Carol Thompson Agenda Boardroom - 2nd Floor Johnson County Administration Building 913 South Dubuque Street Iowa City, Iowa 52240 April 6, 1999 INFORMAL MEETING 1. Call to order following the canvass meeting 2. Review of the formal minutes of April , Business from Jerry Eyman re: proposal for T.I.F. (Tax Increment Financing District) for Gateway Addition at the intersection of Herbert Hoover Highway and 1-80. discussion/action needed Business from Mark Moore, Workforce Development Consultant re: discussion/update on Workforce Development Act and how change affect the county. Business from Leo Baier, Director of Veteran Affairs re: requested amendment approval of updated guideline/polices for Veteran Affairs Commission. discussion Business from Jim McGinley, Johnson County Emergency Management Coordinator with State of Iowa Mitigation Team members, Dennis Harper and Brady Robbins re: Board of Supervisors resolution to allow additional residents to voluntarily seek and receive F.E.M.A. Mitigation Grant Funds. discussion/action needed 913 SOUTH DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319) 356-6000 FAX: (319) 356-6086 Agenda 4-6-99 Page 2 7. Business from the County Engineer a) Discussion/action needed re: calcium chloride roads program. b) Other Business from Carol Peters, Administrative Assistant a) b) e) Discussion/action needed re: Long Term Disability InsuranCe;;' ~. -;~ Report/update re: TownshipTrustees rate of pay. discuF~n/a~io~,~,~ needed :~7-;'c; ':""~ Other cn 9. Business from the Board of Supervisors a) Discussion/action needed re: Housing Task Force appointments. b) Minutes received 1. Johnson County Task Force Heritage Area Agency on Aging for March 15, 1999 c) Reports d) Other 10. Work Session re: report/update on Strategic Planning. discussion/action needed 11. Discussion from the public 12. Business from the County Attorney a) Discussion/action needed re: Sheriffs Office Collective Bargaining Agreement Fact-fmders decision (Executive Session). b) Other 13. Recess 04/0G/99 08:29:47 319-354-4219 -> +3193565809 IOYfi CITY CLERX Page 081 Johnson County I Jonathan Jordahl, Chair Charles D. Duffy Michael E. Lehman Sally Stutsman Carol Thompson BOARD OF SUPERVISORS Agenda -- Boardroom - 2nd Floor Johnson County Administration Building c~ ~.- , ~" 913 South Dubuque Street --~ c ~' Iowa Ci~, Iowa 52240 April 7, 1999 INFORMAL MEETING 1. Call to order 9:00 a.m. Work Session to discuss six month evaluation of the S.E.A.T.S. Director: (possible executive session to evaluate the professional competency of individuals whose appointment, hiring, performance, or discharge is being considered... ) 3. Discussion from the public 4. Adjournment 913 SOUTH DUBUQUE ST. P.O. BOX 1350 IOWA CITY, IOWA 52244-1350 TEL: (319) 356-6000 FAX: (319) 356-6086 Route Study Ridership Each cell shows those passengers who Board/Deboard per trip. North Dodge - Prarie Du Chein, Whiting, Kimball 3/15/99 3/16/99 3/17/99 3/18/99 6:30 1/0 3/0 3/0 5/0 7: 30 1/0 2/0 3/0 4/0 8:30 1/0 0/1 0/0 1/0 3/19/99 3/22/99 3/23/99 3/24/99 3/25/99 3/26199 TOTAL 0/0 010 1/0 0/0 0/0 0/0 810 2/0 1/0 1/0 1/0 1/0 1/0 19/0 ..7/0: :.:.:..'. 5/0. !.: = "~/0.'3/05/00/0.i. '~:~i0..: 3/0 1/0 1/0 2/0 2/0 2/0 2 1/0 310 310 310 2/0 ~6=;~:i~::i!:, i 1i0!~:::~ ! :!i~=!~:~:jd i:i:ii 'E;' :i"3~:]10 1/0 0/0 0/0 0/1 0/0 0/0 3/2 0.3~0.2 .. 4/0:..::'..;,, 4/0 :.' ::. :.:.: ':;' ~i :S~,~=:: ;.. :2' 9:00 ;:::; 0t0 ' 10:00 4/0 0/0 11=:00 =i~= ::0/0 ::::iii :: :i 2/1...'.. 12:00 1/0 1:00 ~i:;~i! :i 0/0 .' 2:00 2/2 3:00 .'.' '0/3 3:30 0/1 4:00 4:30 5:00 5:30 2/0 ~/~ 0/0 0/0 1/2 0/0 0/1 5/0 4/0 3/0 2/0 0/0 1/0 4/0 1/5 1/0 2/0 0/0 4/1 0/2 1/2 1/1 2/1 2/1 0/0 0/0 0/0 0/0 1/0 0/1 1/2 0/0 0/1 0/1 0/1 0/1 0/1 0/1 0/0 0/0 0/0 2/1 0/1: 0/0 6:00: ill := 6:30 1/0 !~!~7:00 0/2 8:00 1/0 9:00 0/0 0/1 1/0 0/0 0/0 0/0 0/0 0/0 0/1 0/3 0/2 0t3 0i0 1/0 0/0 0/2 0/2 0/1 0/2 4/0 1/1 0/2 0/1 1/2 0/1 0i0 .0/0 0t0 0/1 AVERAGE PER TRIP 0;810' 1.9/0 · 3:410' .... 2.1i0' 2/0 4/0 25~0 2.5/0 210 1/1 1613 1,610,3':: 1/0 2/1 14112 1.4/1.2 1/0 1/1 '8/14 0.811.4' 0/0 0/0 1/1 0.1/0.1 0/0 0/0 2/8 0.2/0,8 0/~ 0/2 0/7 0/0.7 0/0 0/0 2/1 0,2/0,1 1/1 2/2 4114 0,411';4 1/3 1/2 7/14 0,711,4 1/1 0/0 216 0.210;6 Rochester - E. Washington & Mt. Vernon Dr. 3/15/99 3/16199 3/17199 9:15 1/1 . '4/0= · .1/0. 10:15 1/0 3/1 1/0 11:15 2/2 12: 15 0/0 2/0 2/4 1:15 o/o .3i2 · 1/f": 2:15 0/0 1/4 2/1 7:15 1/0 0/2 0/3 8:15 1/3 0/1 .0/2 9:15 0/0 0/0 0/2 3/18/99 3/19199 3/22/99 3/23/99 o/o ,. ,:-.,Oio '~ii., ',i~;:i!,~O" :.;:: .:;..:, 4/0 4/0 3/1 0/0 0/0 2/1 ".o/a ": ,=~' 2N'-':""' 0/0 3/3 ,; 0/1 0/2 'o/o''.':.'oiO."~': 0/0 0/2 2/1 0/0 2/1 2/3 0/1 0/1 · :~"'0/0"' :." 0/1 .' 0/1 0/0 3/24/99 1/0 1/0 1/1 0/0 0/3 1/0 0/0 0/2 0/1 3~25~99 2/0 2/0 3/1 1/2 1il 0/2 0/1 0/1 0/1 3~26~99 AVERAGE TOTAL PER TRIP 1/2 .' '!3!3 ,'1!3i~'0.3:. 1/1 20/3 2.0/0.3 1/1 '.- ! i ~:,.~. :: :! .. ~/1 10/9 1.0/0.9 4zo '~2i'~'~,'..: .~'~2'i'.~'!~ 1/2 12/16 1.2/1.6 '....:,.. '~;... 0/0 1/11 0.~/1.1 0/0 1i10 0';'1i1::0' 0/~ 0/8 0/0.8 Court Hill - Peterson, Arbor & Friendship 3/15/99 3/16/99 8:45 8/1 ': 6/2. 9:45 5/2 5/2 13/1 4/2 10:45 3/2 4/1 411. 6/2, 11:45 6/3 6/2 4/2 5/3 12:45 6/4 5/3 '216' 1:45 1/1 1/1 1/3 1/1 3117/99 3/18/99 3119/99 3122/99 3123/99 ... '.:5/8 '=:...' 5/~ '.:: '. "!'.3~0:;i~. != ~!~/,~.~:~!;: :, ". 2/0 5/2 -1/1:' ..,;6/2 .... 4/0 5/3 5/1 1/1 5/1 .7/2 6/3 2/1 3/24/99 11/2 7/1 2/0 1/0 4/1 1/6 AVERAGE 3/25/99 3/26/99 TOTAL PER TRIP ",,7~2:,.' "'3/o':. "~::,::S:~h:'i'," ,.,6:',~i,,'l.'~.:: 4/1 2/0 52112 5.2/1.2 3/2 ' 3/0 :',.39~:I:3.'. '.:.'3;~:,l']~?.3':.: 3/2 1/1 41/19 4.1/1.9 0/0 412 · ' :.34i:~1": ': ~'~j;~:~i"~: 1/3 1/1 15/19 1.5/1.9 0 z 0 0 0 0 0 / 0 ~.= 0 Z 0 I-- C: I'~ 0 0 City of Iowa City MEMORANDUM Date: To: From: Re: April 6, 1999 Mayor and City Council Madan K. Karr, City Clerk Council Meeting Schedule (May - mid-October) FINAL At Council's work sessions on March 29 and April 5 changes were made to the May/mid- October meeting schedule. The revised schedule is outlined below. MAY Monday, 3, Work Session Tuesday, 4, Formal Monday, 17, Work Session Tuesday, 18, Formal Monday, 31, Work Session, CANCELLED JUNE Tuesday, 1, Formal, CANCELLED Monday, 14, Work Session Tuesday, 15, Formal Monday, 28, Work Session Tuesday, 29, Formal JULY Monday, 12, Work Session Tuesday, 13, Formal Monday, 26, Work Session Tuesday, 27, Formal AUGUST Monday, 9, Work Session, CANCELLED Tuesday, 10, Formal, CANCELLED Monday, 23, Work Session Tuesday, 24, Formal 2 SEPTEMBER Monday, 6', Work Session, RESCHEDULED to following week Tuesday, 7, Formal, RESCHEDULED to following week Monday, 13, Special Work Session Tuesday, 14, Special Formal Monday, 20, Work Session, RESCHEDULED to following week Tuesday, 21, Formal, RESCHEDULED to following week Monday, 27, Special Work Session Tuesday, 28, Special Formal OCTOBER Monday, 4, Work Session, RESCHEDULED to following week Tuesday, 5, Formal, RESCHEDULED to following week Monday, 11, Special Work Session Tuesday, 12, Special Formal Return to regular schedule on October 18-19. *Monday Holiday NOTE: November 2 meeting scheduled on election night to be discussed at a later time. Special formal meeting may be scheduled as needed so Council should keep the City Clerk informed of out of town absences. The above schedule is subject to change by Council. cc: Media Bob Hardy Maintenance Jerry Nixon Department Directors derk'~,schedu99.doc