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HomeMy WebLinkAbout2001-04-17 Info Packet of 4/5 CITY COUNCIL INFORMATION PACKET I MISCELLANEOUS ITEMS I IP1 Meeting Schedule and Tentative Work Session Agendas IP2 Memorandum from City Manager: Pending Development Issues IP3 Letter from City Manager to Dan Swartzendruber (JC Planning and Zoning Department): Economic Development Plan for Rural Johnson County, Iowa IP4 Email from Assistant City Manager on Behalf of City Council to Area Legislators: Bottle Bill - SF194 and HSB142 IP5 Memorandum from City Clerk: Joint Meeting of Council and PCRB IP6 Memorandum from City Clerk: Absences during Summer IP7 Memorandum from Planning and Community Development Director: District Planning Priorities IP8 Memorandum from Community Development Coordinator: FY02 Project Resources Book [Resource Book included in Council packet only] IP9 Building Permit Information - March 2001 IP~I0 2001 Construction Activity Map (April 2001) [color available in City Clerk's Office] IP11 Minutes: February 22 East Central Iowa Council of Governments [Vanderhoef] Lori McCurn - Public Housing Guidelines City Council Meeting Schedule and Apri, 5.2oo.~ Tentative Work Session Agendas I April 16 Monday I 6:30p CITY CONFERENCE BOARD Counc~ Chambers COUNCIL WORK SESSION Council Chambers I April 17 Tuesday I 7:00p FORMAL COUNCIL MEETING Council Chambers I April 19 Tuesday I 8:30a-9:30a SPECIAL COUNCIL WORK SESSION Council Chambers Joint Meeting - Police Citizens Review Board I April 20 Friday I 2:15p-3:15p SPECIAL COUNCIL WORK SESSION Council Chambers Youth Summit }April 30 Monday I 6:30p COUNCIL WORK SESSION Council Chambers I May 1 Tuesday I 7:00p FORMAL COUNCIL MEETING Council Chambers I May 9 Wednesday I 4:00p SPECIAL COUNCIL WORK SESSION TBD Joint Meeting - JC Board of Supervisors, Cities of North Liberty and Coraiville, Iowa City Schools Meeting date>~Rimes subject to change FUTURE WORK SESSION ITEMS Dog Park Linn Street Angle Parking - Library Mormon Trek Extended Alignment CDBG Allocations Tobacco Shuttle Parking Rates Summer Schedule Downtown Historic Preservation Survey North District Plan Airport North Commercial Area Agreement City of Iowa City MEMORANDUM TO: City Council FROM: City Manager DATE: March 29, 2001 RE: Pending Development Issues 1. An application submitted by Southgate Development Company for the annexation of approximately 95 acres of property located north of Court Street and east of Hummingbird Lane/Scott Park Drive, and the rezoning of said property from County RS to RS-8 (approximately 89 acres) and RM-12 (approximately 6 acres). 2. An application submitted by Ambrose Properties, LC to permit an auto and truck oriented use (a car and truck rental business) in the Community Commercial (CC-2) Zone and approval of a special exception to reduce the front yard setback requirement, for property located at 814-820 Orchard Street. (Karen) 3. An application submitted by Judith Good to permit a four or five bedroom Bed and Breakfast Inn in a Single Family Residential (RS-12) zone, for property located at 1832 North Dubuque Street, Lots 17, 18, and 19 of Meadow Ridge subdivision. (Karen) 4. An application submitted by Arlington L.C. for a preliminary plat of Stone Bridge Estates Part 1, a 5.05 acre, 16-1ot residential subdivision located north of Court Street and east of Hummingbird Lane/Scott Park Drive. 5. An application submitted by the Ethel Cole Estate for a preliminary and final plat, a 30.44 acre, 3-lot subdivision located at 4675 American Legion Road. mg~mem/pendingdevdoc March 30. 2004 Dan Swartzendruber Assistant Planner ~.,~,;~[.~ Of'~ Johnson County Planning and Zoning Depa~ment ~ Iowa City, IA 52240 Re: Economic Development Plan for Rural Johnson County, Iowa Dear Dan: Thank you for sending me a copy of your proposed Economic Development Plan. The goals of the Plan are well stated and ce~ainly wo~hy goals for the County - the whole County. I think the point which concerns me the most is that this plan is for the unincorporated pads of Johnson County, encouraging commercial and industrial development in areas where the complete infrastructure needed for this type of development is not likely to exist and in areas where the presence of such development could encourage sprawl. I may have some misunderstanding of what is meant by commercial and industrial development. In the objective dealing with the retention of jobs, there is reference to "employment oppo~unities not found in urban areas." If the County's goal is to encourage commercial/industrial development that is of a rural nature, such as plant nurseries or anhydrous ammonia distributom, the focus of the plan would change and could work be~er with the cities plans for economic development. One of the stated goals is to "Designate areas within unincorporated Johnson County with economic development potential that will not create detrimental competition be~een the County and incorporated municipalities within the County." This is fine but it is unclear how the County could do this without making some distinctions about the types of commercial/industrial development that will be fostered. Are there "rural" businesses that the County has in mind? If the Eyman proje~ on Herbe~ Hoover Highway is an example of what the County is advocating, the uses in that project are ones that could be found in any city and clearly compete with the effo~s of the cities to encourage economic development within corporate limits. The Fringe areas of cities are places designated in the plan as pa~icularly appropriate for economic development. These areas are attractive to some developers since the cost of land outside the corporate limits is often cheaper than land inside the cities. If these areas are targeted for the County's economic development effo~s, this will only be to the detriment of economic development eftotis of the cities. Any tax revenue will go only to the County and any incentive to annex to the cities will be gone. A couple of small points-in the key intersections, the I~/H~ 218 intersection is in Iowa City. And in the fringe area discussion, industrial is designated in Fringe Area B at 420th Street and Fringe Area C has a commercial/industrial designation in Iowa City's gro~h area at the H~. l/Hwy 218 interchange. I would also encourage you to include as one of the goals of the plan working with cities to furlher economic development in the incorporated municipalities since this development is mutually beneficial financially to the cities and the County. Thanks for the oppo~unity to comment. Sincerely, City Manager cc: City Council Iwlltr~f-swa~endr~er ~c EAST WASHINGTON STREET · IOWA CITY, IOWA 52240 1826 - 1319) 356 5000 · FAX (319) 356-5009 Dale Helling From: Dale Helling Sent: Wednesday, April 04, 2001 2:32 PM To: Bob Dvorsky (E-mail); Dick Myers (E-mail); Joe Bolkcom (E-mail 2); Mary Mascher (E-mail); Vicki Lensing (E-mail) Subject: Bottle Bill - SF194 and HSB142 The Iowa City City Council urges you to oppose the above legislation as it is currently being proposed. While we do support expansion of the types of containers to be included, the removal of retailers from the redemption process would discourage the return of these containers by making it much less convenient. The net effect of reducing the number of redemption sites in Iowa from about 3000 to as few as 100 would surely be to channel more of these containers into out roadside ditches and other areas commonly associated with litter problems. The original purpose of the bottle bill was precisely to address this problem. Further, while some of these unredeemed containers would no doubt be recycled, it appears certain that many of those that do not become roadside litter would end up in out solid waste stream as residential or commercial refuse, and at a time when we are struggling to reduce the volume of such waste going into our landfills. We strongly urge you to suppod expansion of the bottle bill in a fashion that will continue to enhance its already proven effectiveness for reducing litter, ensuring proper recycling, and keeping these containers out of our landfills. SF194/HSB142, as we understand they are currently proposed, would do none of these things. On behalf of: Mayor Ernie Lehman and the City Council of Iowa City City of Iowa City MEMORANDUM DATE: April 5, 2001 TO: City Council and PCRB FROM: Maria K. Karr, City Clerk [X~ RE: Joint meeting of Council and PCRB A joint meeting has been scheduled for 8:30 a.m. on Thursday, April 19, in Council Chambers, It is anticipated that the meeting will last about one hour. City of Iowa City MEMORANDUM DATE: April 4, 2001 TO: Mayor and City Council FROM: Madan K. Karr, City Clerk RE: Absences during Summer Please contact me with your anticipated summer absences. I will prepare a chart of potential meeting conflicts for discussion at your work session on April 16. Traditionally Council has made some changes in the schedule due to absences, holidays, etc. In the past some Councils have opted to change only one month at a time, while others have made adjustments in the June through early September schedule at one time. Your current schedule for meetings are as follows: June 4, 5 June 18,19 July 2, 3 July 16, 17 August 6, 7 August 20, 21 September 3(Labor Day), 4 September 17, 18 Please brin~ your calendars to the A0ril 16 work session so that we make changes as needed. Staff is generally able to work with any meeting adjustments given ample notice. Special meetings will be called as necessary. City of Iowa City I IP7 MEMORANDUM TO: City Council ~ ~"L D~rector, P ~ FROM: Karin Franklin, DATE: April 3, 2001 RE: District Planning Priorities Given the Council's discussion at the work session April 2nd, We will proceed with the Southwest District as the next district planning effort. Upon completion of that district, we will come back to the Council for further direction on district planning priorities. You also confirmed at the meeting your intent that staff support for the Historic Preservation Commission be increased to a .5FTE and staff support for long-range planning be diminished accordingly by .25FTE. This is with the understanding that district planning and any micro studies the Council may direct us to undedake will take longer to accomplish than previously. cc: City Manager Bob Miklo Historic Preservation Commission Planning & Zoning Commission ppddir~memos~planpriorities.doc City of Iowa City MEMORANDUM DATE: April 4, 2001. TO: City Council and City Manager FROM: Steven Nasby, Community Development Coordinator-c~ RE: FY02 Project Resource Book For your information and use, we are forwarding a copy of the FY02 Project Resource Book. This book contains all of the information relating to the FY02 Community Development Block Grant (CDBG) and HONE Investment Partnerships Program (HONE) allocations being recommended by the Housing and Community Development Commission (HCDC). The Project Resource book contains staff memos, minutes from HCDC meetings, the justifications for HCDC's allocations, project rankings and copies of all of the applications that were received requesting FY02 funding. Host importantly, section three of this book shows the projects that HCDC recommended for funding and the allocation amounts. These allocations will then form the basis for our FY02 Annual Action Plan. The FY02 Annual Action Plan will be in Council's packet for the April 17th public hearing. Following the public hearing we are requesting Council consideration of the FY02 Annual Action Plan on Nay 1~. If you have questions please call me at 356-5248. Cc: Karin Franklin, Director of Planning and Community Development CITY OF I0 WA CITY PRO3ECT RESOURCE BOOK CDBG and HOME Funds 2001 (FY02) Department of Planning and Community Development City of Iowa City TABLE OF CONTENTS PART Z EVALUATZON 1. Memo from Community Development Staff - Comments on Projects p. 1 2. Memo from Linda Severson - Human Service Agency Requests p. 7 3. HCDC Ranking &Funding Scenarios p. 9 4, HCDC3ustifications\Summary Memo p, 11 5, Example of Ranking Form p. 18 PART ZZ MZNUTES OF PUBLZC MEETINGS 1. Public Hearings - Applicant Presentations February 13, 2001 p. 19 February 15, Z001 p. 31 2. Discussion of FY02 Funding Requests March 20, 2001 p. 43 March 22, 2001 p. 52 3. HCDC Budget Recommendations p. 61 PART I1'i' PRO3ECTS RECOMMENDED FOR FYO2 CDBG AND HOME FUNDZNG CDBG and HOME Applications p. E2 PART ZV PRO3ECTS NOT RECOMMENDED FOR FYO2 CDBG AND HOME FUNDZNG CDBG and HOME Applications p. 239 PART V PRO3ECTS WITHDRAWN CDBG and HOME Applications p. 297 2001 (FY02) PRO3ECT RESOURCE BOOK Community Development Block Grant (CDBG) and HOI~IE investment Partnership (HOI~E) Funds Submitted by: Housing and Community Development Commission Kathleen Renquist, Chairperson Rick House, Vice-Chair Amy Correia A. Denita Gadson April Gutting Gretchen Holt Lucia Nlai-Page Gretchen Schmuch William Stewart April 4, 2001 COMMUNITY DEVELOPMENT DIVISION DEPARTMENT OF PLANNING & COMMUNITY DEVELOPMENT CITY OF IOWA CITY PART EVALUAT'WON 1. Memo from Community Development Staff - Comments on Projects p. 1 2. Memo from Linda Severson - Human Service Agency Requests p. 7 3. HCDC Ranking & Funding Scenarios p. 9 4. HCDC 3ustifications\Summary Memo p. 11 5. Example of Ranking form p. 18 City of Iowa City MEMORANDUM DATE: February 12, 2001 TO: Housing and Community Development Commission FROM: Community Development Staff RE: FY02 Applications for CDBG\HOME Funds - Pros & Cons For the last few years the Community Development Division staff has put together a pro\con memo for HCDC covering the applicants and proposed projects for Community Development Block Grant (CDBG) and/or HOME Investment Partnership Program funds. Information contained in this memo has been taken directly from the applications themselves. The purpose of this memorandum is not to support or oppose specific proposals, but rather to provide HCDC with information and insight. I. Housing Activities A, Salvation Army- Rehabilitation of Rental Units ($17,334 grant requested) The Salvation Army, a non-profit, owns a building at 1116 Gilbert Court that has three apartments. This project would include renovation of the security system, replace windows, paint, upgrade doors, install new cabinets in the bathrooms, and replace lighting and worn flooring. Pros · Maintains affordability for three apartments indefinitely · Total public cost per person is relatively low at $2,322 · Leverages $5.56 for each public dollar invested Cons · Funds requested as a grant and are not repaid to CDBG for future use · Project does not substantially lower the rents paid until 2003 B !~etrePlains Dev. -Construction of Rental Units ($300~000 loan requested) MetroPlains Development is a for-profit organization proposing to construct 15 duplexes containing 3- bedroom units. The proposed development is planned for the Village Green subdivision. At least 2 units will be accessible for persons with disabilities. Pros · Increases the supply of affordable rental units · CDBG\HOME funds will be repaid for future use · Constructs 3BR units for large renter households Cons · Leverages only $0.21 in private funds for each public dollar invested · Proposed project is 82.8% publicly funded · Dependent upon receipt of State HOME funds and Low Income Housing Tax Credits I C. Habitat for Humanity - Land Acq. for Hom eownership ($7~,000 grant requested) Habitat for Humanity is a non-profit asking for funds to purchase 3 residential lots in Iowa City for the continuation of their homeownership program. Pros · Target households will have incomes under 50% median income · Leverages $2.34 in private funds and in-kind labor for each public dollar invested Cons · Funds requested as a grant and are not repaid to CDBG for future use · Property not yet identified for purchase D. Gtr. ]C Housing Fell. - Land Acq. for Homeownership ($30/000 loan requested) Greater Iowa City Housing Fellowship, a non-profit Community Housing Development Organization, is requesting funds to continue the Student Built House program. Once completed, the home will be sold to an income eligible household. Pros · Continues partnerships with the I.C. School District, Homebuilders Assn. and local lenders · Leverages $3.33 in private funds for each public dollar invested · Long-term affordability insured due to the placement of the land into GZCHF's Comm. Land Trust Cons · Funds requested are forgiven over time in a declining balance loan · Property not yet identified for purchase E. Gtr. IC Housing Fellow. - Construction of Rental Units ($623,467 loan requested) Greater Iowa City Housing Fellowship, a non-profit Community Housing Development Organization, will be acting as the "developer" for the construction of 19 units of affordable rental housing within the Peninsula neighborhood. At least 12 of the units will be accessible for persons with disabilities. Pros · Opportunity to bring affordable housing into a new, traditional-type neighborhood · Increases the supply of affordable rental units · Contains a mix of unit sizes and types · CDBG\HOME funds will be repaid for future use Cons · Leverages only $0.10 in private investment for each public dollar invested · Proposed project is 91.2% publicly funded · Dependent upon receipt of State HOME funds and Federal Home Loan Bank grant F. Foxboro Ridge- Construction of Rental Units ($27~/000 loan requested) Foxboro Ridge LP is a for-profit organization requesting funds to construct 30 units of affordable rental housing for small households that will be 100% accessible. Proposed project is located in the Walden Hills subdivision. Pros · Increases the supply of affordable rental housing · CDBG\HOM E funds repaid for future use · Two other phases of this project already have been funded (:~ built and 1 starting construction) Cons · Leverages only$0.09 in private funds for each public dollar invested · Proposed project is 91.8% publicly funded · Dependent upon receipt of State HOME funds and Low Income Housing Tax Credits G. Emerson Point- Construction of Rental Units ($275,000 loan requested) Emerson Point LP is a for-profit organization requesting funds to construct 30 units of affordable rental housing for small households that will be :~00% accessible. Proposed project is located in the Walden Hills subdivision. Pros · Zncreases the supply of affordable rental housing · CDBG\HOME funds repaid for future use · Two other phases of this project already have been funded (1 built and 1 starting construction Cons · Leverages only $0.09 in private funds for each public dollar invested · Proposed project is 9:Z.8% publicly funded · Dependent upon receipt of State HOrvlE funds and Low Income Housing Tax Credits H. Emergency Housing Project - Security Deposit Asst, ($30,000 grant requested) The Emergency Housing Project is a non-profit asking for funds to provide very low-income households with money for security deposits that are ineligible for other types of assistance. EHP ~s anticipating that this program would be jointly administered with the Crisis Center. Pros · Funds will help move people out of the homeless shelter and into other types of housing · Enable households to overcome the barrier of security deposits Cons · 82.0% of the proposed project funded with CDBG with no repayment of funds · Leverages only $0.22 in private funds for each public dollar invested I. EIder Services inc. - Small Repair Program ($50,000 grant requested) EIder Services Inc. (former Elderly Services Agency) is a non-profit requesting fund to continue its 5mall Repair program. This program assists persons 62 or over and/or persons with disabilities make safety and accessibility modifications to their homes so they can continue to reside in them independently. Pros · Continued operation of a successful and cost effective program · Provides options for homeowners to remain in their homes · Coordinates with the City's Housing Rehabilitation program Cons · Funds requested as a grant and are not repaid to CDBG for future use · Proposed project is 88.5% publicly funded · Leverages only $0.13 in private funds for each public dollar invested Zi. Public Service Activities Please see memo from Linda Severson, Human Services Coordinator III. Public Facilities Activities A. United Action for Youth - Facility Acquisition ($200,000 loan requested) United Action for Youth (UAY) is a non-profit requesting funds to purchase a facility located at 1820 Boyrum Avenue to replace their current location which is too small for their existing and projected needs. Pros · Leverages $6.18 in private funds for each public dollar invested · Only 13.9% publicly funded · Facility is projected to serve 930 persons per year Cons · Funds requested are forgiven over time in a declining balance loan · Currently there is not a firm Board decision to purchase the proposed property B. Pathways Adult Day Care Ctr. - Facility Acq. ($50,000 loan & $300,000 grant ~quested) Pathways is a non-profit that provides dependent care services to adults in 3ohnson County and are currently operating out of leased space in Iowa City. They are requesting funds to help them with the acquisition of property located at 817 Pepperwood Lane. Pros · Leverages $1.69 in private funds for each public dollar invested · Proposed project is only 37.5% publicly funded · Provide opportunities for expanding services · Support from applicable neighborhood association Cons · Funds requested are either a grant or forgiven over time in a declining balance loan C, Neighborhood Centers of Johnson Co. - Facility Rehab ($23,975 grant requested) Neighborhood Centers of 3ohnson County (NCJC) is a non-profit that provides a variety of services in lower income neighborhoods. This request is for funds to rehabilitate their Broadway Center facility to accommodate the continued provision of childcare services. PrOS · Provides for continuation of child care services in Broadway neighborhood · Program serves very low income persons (99.5% below 30% median income) · Facility is projected to serve 1147 persons per year Cons · Only leverages $0.13 in other funds for each CDBG dollar invested · CDBG funds are not repaid for future use D, Hificrest Family Services - Facility Rehabilitation ($8,~167 grant requested) Hillcrest Family Services is a non-pre~L that provides housing to persons with mental illness. The proposed project is requesting funds to remodel the 2nd floor bathroom and tuckpoint and seal the foundation at 728 Bowery Street. Pros · NlainLains transitional housing property · Total public cost per person is relatively low at $907 · Rents are not subsidized through Section 8 Cons · Only leverages $0.25 in other funds for each public dollar invested · CDBG funds are not repaid for future use E. 4Cs- Facility Rehabilitation ($85,000 grant requested) 4Cs is a non-profit that provides dependent care services to child care providers and the general public (83% quali~/as low income). They are requesting funds to renovate their space at ZS00 Sycamore Street in order to relocate the toy library, remodel space to accommodate a classroom and to make the facility accessible. Pros · Expands capacity of 4Cs to offer and promote dependent care services · Pro.iect is anticipating assisting :~50 households annually · Consolidates programs and staff into one location Cons · All renovation expenses paid for with CDBG, no outside funds leveraged · CDBG funds are not repaid for future use ZV, Economic Development Activities A. Ruby~ Pearl- I~icro-Enterprise Start-up ($10,000 loan and $40,000 grant requested) Ruby's Pearl is a for-profit business requesting funds for working capital to start-up a new business in downtown (13 S. Linn 5treet). The project is proposing to maintain 3 full-time equivalent positions. Pros · Business recently opened in Towa City · Nlaintaining\creaLing 3 living wage jobs 5 Cons · 80.0% of proposed project is publicly funded · A majority of the public funds ($40,000) are not repaid for future use B. Extend the Dream Foundation - Micro-Enterprise Start-up ($124,230 grant requested) Extend the Dream Foundation is a non-profit organization designed to promote employment opportunities for persons with disabilities. They are asking for funds Lo pay for the lease of commercial space located at 401 S. Gilbert Street for 3 years and to assist with minor modifications. Pros · Possibility of starting up 5 micro-enterprise businesses · Projected to provide employment opportunities to 30-50 persons with disabilities · Long term presence in Towa City (Wild Bills' Coffee Shop) Cons · CDBG funds are not repaid for future use · Space is not owned, a lease would need to be renewed after 3 years C. City of iowa City- Economic Oev. Fund ($75~000 loan & $75~000 grant requested) The City of Zowa City is requesting funds to establish an economic development fund that would be available to businesses throughout the year and provide them with a wide range of assistance (capital improvements, working capital, training, etc,). These funds would be used in conjunction with other City funds and administered by a committee of the City Council. Pros · Provides opportunities to businesses for assistance year-around · Targets jobs that pay a living wage · Council committee would aggressively market the program Cons · Not projected to immediately leverage private funds · No prospective businesses identified Johnson Count Council of Governn' nts 410E V~oshlngtonS~ k3vvoC~ty, ~ 52240 ~ATE: February 8, 2001 FROM: M n c RE: FY02 Applications for CDBG/HOME Funds - Comments PUBLIC SERVICES A. Successful laving, inc. - Ilonleless Services ($15,000 grant requested) Successful Living is a non-profit requesting funding to hire a part-tinle Licensed Social Worker who would specialize in working w. ith persons with mental illnesses. TIle addilion of this position would allow Successful Living, inc. to expand services for a special needs population a non-facility based care environnlem. PFOS: · Project ainls to provide housing to people v,,ith incomes between 0 and 30% of tire median inconle and people witll special needs. · This is the only agency'in the area providing affordable housing and on-site support to very low-income working individuals. COILS: · Successrid Living has not identified a funding source to pay for this nev,, staff position beyond the one year period for which the CDBG funds were requested · Staffposition is funded 100% by CDBG funds. · It seems quite ambitious that a part-time enlployee will be able to provide sel viccs to 83 people, as stated in item #17. B. Salvation Army - Food Storage and Distribution ($8,175 grant requested,) The Salvation Army, a non-profit, is requesting funding for processing and storing deer meat which will be distributed to low and moderate income residents of Iowa City as part of the Food Bank Program. Pros: · Utilizes deer meat that results from a city-based initiative. · The majority of people (86%) receiving deer meat are in the 50% or below median income categories Cons: · General fund Inoney will pay for the processing and distribution if CDB(i funds arc received. · I1 is not clear at this point thai thclc will be a deer kill in 2002. According to question ill 5, Ihis decision will not be made until the silting or sunm3cr orS001 · The application stated that in the pasl, several other organizatious pat~.icipatcd in the distrihutiol~ process It was nol cleal if Ihcy v,,ould participalc next year. C. Domestic Violence Intervention Program - Furniture Program ($13,500 grant requested) The Furniture Project, a non-profit, is requesting funding for distributing donated furniture to fomlerly homeless households in the Iowa City area. Pros: · Past performance shows tile majority of households served were in the 0-30% mediau income category. All househoIds were below the 80% median income. · 14ousehold items are recycled and not sent to the Land fill. CONS2 · Despite research, no other funding sources have been located. · Project is heavily dependent oil CDBG and city funding (landfill) plus in-kind of space. D. Family Services ~ Consumer Credit Counseling Service - ($4,925 grant.requesled) CCCS is a non-profit requesting funding to offer budget counseling, debt management, and consumer education. Pros: Project is targeted at individuals with incomes at or below 50% of the median income. The amount being requested is only a small pan of the project's total funding. The program works with a variety of local organizations. Cons: None E. Eagle's Flighl, Inc. ~ Minority Women's Health Initiative - ($30,000 grant requested) Eagle's Flight, a group in the process of applying for 50l(C)3 status (non-profit), is requesting funding for a pan-time employee that would 1 ) continue development of the youth operated c~munity garden and 2) expand a health education pro~am aimed at women and girls from va~ous cultural, ethnic, ~d racial backgrounds in the Iowa City and Jo~son County area. Pros: : Project provides an impoaant seNice to several ~owing demo~aphic groups in the Iowa City area. · Very innovative community development and health program that has received recognition at the national level. · Project utilizes a variety of volunteers who bring different skills to enhance the programs. Cons: · Sources and amounts of private/agency funding were not identified in the budget breakdown, although, there is a listing under ff 12 on the following page. · Regarding fundraising activily, $55,000 seems ambitious for a ~rsl lime event. FY02 CDBG\HOME PROPOSED ALLOCATIONS FINAL -- Average Allocation Amount AVE REQUESTED AVERAGE PROJECT NAME RANK SCORE AMOUNT ALLOCATION FY02 CDBG\HOM E PROPOSED ALLOCATZONS SCENARTO 2 - Allocation by Project Category AVERAGE OVE~LL CATEGORY !~ E~! REQUEST~ AVERAGE i! PRO3ECTNAME ~CORE~ !i~RAN~i~!~!~!!~i~NK i! !!A~40~N~!~ ALLOCATION BUDGET AMOUNT Economic Development $ 125,000 Extend the Dream Foundation -- Micro-enterprise 81.44 8 i $ 124,230 $ 104,818 $ 20,182 Ruby's Pearl -- Micro-enterprise 65.90 21 2 $ 50,000 $ 10~625 $ 9,557 City of Iowa City -- Economic Development Fund 62.39 23 3 $ 150,000 $ 12,500 $ (2,943) Public Services $ 53,000 DVIP -- Furniture Project 84.67 2 1 $ 13,500 $ 13,500 $ 39,500 Emergency Housing Project - ShelterGoordinator 82.44 4 2 $ 30,000 $ 20,313 $ 19,187 Family Services - Consumer Credit Counseling 78.88 13 3 $ 4,925 $ 4,559 $ 14,628 Eagles' Flight, Inc. -- Minohty Wornen's Health Inititative 71.88 19 4 $ 30,000 $ 8,448 $ 6, 180 Successful Living - Transitional Suppo~c Services 71.50 20 5 $ 15,000 $ 7~759 $ (1,579) Salvation Army -- Food Storage and Distribution 65.55 22 6 $ 8,175 $ $ (~,579) Public Facilities $ 432,000 Neighborhood Ctrs. Of 3ohnson Co. -- Daycare Rehab 83,00 3 1 $ 23,975 $ 23,152 $ 408,848 Pathways Adult Day Care -- Shelter Acquisition 80.74 9 2 $ 350,000 $ 261,590 $ ~47,258 Hillcrest Family Services -- Facility Rehab 78,41 14 3 $ 8,167 $ 8,167 $ 139,09~ Emergency Housing Project -- Facility Rehab 76.31 16 4 $ 1,410 $ 1,359 $ 137,732 4Cs Community Coordinated Child Care -- Toy Library 74.21 17 5 $ 85,000 $ 68,750 $ 68,982 Housing $ GICHF -- Construction of Rental Housing 85.88 1 1 $ 623,467 $ 427,589 $ 482,411 Foxboro Ridge -- Construction of Rental Houisng 82.38 5 2 $ 275,000 $ 162,885 $ 319,526 GICHF -- Student Built House 82.13 6 3 $ 30,000 $ 30,000 $ 289,526 MetroPiains - Construction of Rental Housing 82.00 7 4 $ 300,000 $ 205;000 $ 84,526 EIder Services Inc. -- Small Repair Program 80.43 10 5 $ 50,000 $ 38,938 $ 45,588 Habitat for Humanity -- Land Acquisition 80.13 11 6 $ 75,000 $ 47,500 $ (~,912) Emergency Housing Project -- Deposit Assistance 79.19 12 7 $ 30,000 $ 8,425 $ (10,337) Salvation Army -- Rehab of Rental Units 78.21 15 8 $ 17,334 $ 11,125 $ (2~,462) Emerson Point -- Construction of Rental Housing 73.75 18 9 $ 275,000 $ $ (21,462) FYO2 BUDGET $ 1,520,000 MEMORANDUM TO: Iowa City Council Members FROM: Iowa City Housing and Community Development Commission (HCDC); Kathleen Renquist, Chair SUBJECT: FY 2002 CDBG and HOME fund recommendations DATE: 03/28/01 CC: HCDC Members, Iowa City Community Development Staff Twenty-four proposals for FY02 CDBG/HOME funds were reviewed by the Iowa City Housing and Community Development and Commission (HCDC) in February and March of 2001. Two nights of hearings, one night for discussion regarding preliminary recommendations and rankings, and a final evening to finalize funding levels for each proposal were conducted. One Commissioner was excused from the funding allocation process due to conflict of interest. Proposals were evaluated based on City Steps and the Comprehensive Plan objectives for low to moderate-income individuals and families in our community. The City of Iowa City will receive $2,061,410 of CDBG and HOME funds in FY02. It is the City Council's policy to pre-allocate $105,000 to Aid to Agencies, leaving $53,000 of the public services portion (7.7%) available for the HCDC consideration. Other pre-allocations include Administration and Planning ($242,000), Iowa City Housing Rehabilitation ($200,000), and a contingency fund of $41,410. The HOME program requires that a minimum of15% ofthe HOME allocation ($107,400) be reserved for Community Housing Development Organizations (CHDOs). Given these restrictions and guidelines, a total of $1,520,000 ($1,473,000 + $47,000 in FY02 contingency funding + program income) was provided to HCDC for FY02 allocation. HCDC members evaluate proposals using a ranking sheet. Council approves this ranking sheet each year. A copy of the ranking sheet is enclosed. Average scores for FY02 proposals ranged from 85.88 to 62.39. No proposal received an average score of less than 60 points, the minimum score eligible for funding. Of the 24 proposals, HCDC recommends 17 for funding. Partial funding is recommended for the majority of proposals (12) based on discussions with applicants regarding project feasibility given partial funding. Five applicants are recommended for full funding. One applicant withdrew from consideration and was not included in the final allocation process. Justifications for HCDC recommendations are enclosed as well. Each proposal is listed according to rank, beginning with the highest ranked proposal. Thank you for the opportunity to serve our community in this capacity. It is rewarding to be a part of using our federal tax dollars for the common good in Iowa City. Steve Nasby, Steve Long and Angela Williams are to be commended for their work facilitating this process. Enclosures: Memo, ranking sheet, funding recommendations and justification. FY 2002 HCDC CDBG/HOME Fund Recommendations Project Name Rank Request Recommended Allocation Category Terms Greater Iowa City Housing Fellowship - Construction of rental housing. 1 $ 623,467 $ 424,448 Housing Loan (1% interest, 20 year balloon) a. Highest ranking proposal. b. CDBG/HOME funds repaid for future use. c. Opportunity to bring affordable housing into a new neighborhood. d. Increases supply of affordable rental units for individuals and families. e. IDED funding is in place. f. Has proven track record to accomplish project. g. Long-term affordability insured due to the placement ofthe land into GICHF's Community Land Trust. Domestic Violence Intervention Project - Furniture Project 2 $13,500 $13,500 Public Service Grant a. Highest ranked public services project. b. Provides tangible assistance to very low-income families for furniture (4,000 items). c. Has kept over 200 tons of waste from entering the landfill. d. Has on going support from Solid Waste Department. e. Proven track record. f. Eight of eight HCDC members recommended full funding. Neighborhood Centers of Johnson County - Daycare rehab 3 $ 23,975 $ 23,975 Public facilities Grant a. Highest ranked public facility proposal. b. Provides continuation ofchildcare services in Brnadway neighborhood. c. Program serves very low-income persons (99.55 below 30% median income). d. Facility projected to serve 1,147 persons per year. e. Six of eight HCDC members recommended full funding. Emergency Housing Project - Shelter coordinator 4 $ 30,000 $ 25,000 Public Services Grant a. Extends services and access to increased demands for the Iowa City homeless. b. Serves 100% of persons below 30% of median income. c. Agency has demonstrated need for additional EHP staff. March 28, 2001 1 FY 2002 HCDC CDBG/HOME Fund Recommendations Project Name Rank Request Recommended Allocation Category Terms Foxboro Ridge - Construction of rental housing 5 $ 275,000 $ 234,000 Housing Loan a. Project has site control and adequate zoning in place. b. Leverages $10.37 in other public and private funding for each local dollar requested. c. Applicant has demonstrated capacity to complete the project. d. Serves 0-30% of median-income persons. e. Handicapped accessibility. f. Local builder. Greater Iowa City Housing Fellowship - Student built house 6 $ 30,000 $ 30,000 Housing Loan a. Continues partnership with IC School district, Homebuilders Association, and local lenders. b. Leverages $3.33 in private funds for each public dollar invested. c. Long-term affordability insured due to the placement of the land into GICHF's Community Land Trust. d. Eight of eight HCDC members recommended full funding. MetroPlains Dev. - Construction of Rental Units 7 $ 300,000 $ 250,000 Housing Loan a. Increases the supply of affordable family rental units. b. CDBGXHOME funds will be repaid for future use. c. Constructs 3 BR units for larger households. d. Lowest subsidy of all housing applications. e. Leverages highest proportion of private finances. Extend the Dream FoundatiOn- miCro-enterpriSe 8 $150,000 $124,230 Economic Development Grant a. High ranking for micro-enterprise in City Steps. b. Possibilityofstartingup5micro-enterISrisebusinesses. c. Projected to provide employment opportunities to 30-50 persons with disabilities. d. Long term presence in Iowa City (Bill's Cafe). e. Support expressed by many local small businesses and organizations. March 28, 2001 2 FY 2002 HCDC CDBG/HOME Fund Recommendations Project Name Rank Request Recommended Allocation Category Terms Pathways Adult Day Care: Shelter acquisitions. 9 $ 350,000 $ 300,000 Public Facilities Loan and grant a. Leverages $1.69 in private funds for each public dollar invested. b. Proposed project is only 37.5% publicly funded. c. Provides opportunities for expanded services. d. Support from applicable neighborhood association. e. Provides long term location for elderly day care services. Elderly Services Inc. - Small repair program 10 $ 50,000 $ 40,000 Housing Grant a. Continues a cost effective and successful program. b. Provides options for homeowners to remain in their homes. c. Coordinates with Iowa City's Housing Rehabilitation program. d. Maintains housing stock in Iowa City. Habitat for Humanity - land acquisition 11 $75,000 $25,000 Housing Grant a. Proven track record. b. Targets households with income less than 50% of median. c. Leverages $2.34 in private funding and in-kind labor for each public dollar used. Emergency HousingPr0jeCt - Deposit assistance ! 12 $ 30,000 , $ 5,o0o HouSing Grant a. Funds will help move persons out of homeless shelter into rental housing. b. Enables persons to overcome financial barrier to obtain housing (security deposit + first and last months rent). c. Pilot project EHP. March 28, 2001 3 FY 2002 HCDC CDBG/HOME Fund Recommendations Project Name Rank Request Recommended Allocation Category Terms Family Services - Consumer credit Counseling 13 $4,925 $4,925 Public Services Grant a. Project targets person with incomes at or below 50% ofmedian income. b. Amount requested is small part ofproject's total funding. c. Program works with a variety of local organizations. d. Educates consumers toward responsible credit usage. e. Seven ofeight HCDC members recommended full funding. Hillcrest Family Services - Facility Rehab 14 $ 8,167 $ 8,167 Public Facilities Grant a. Total public cost per person relatively low at $907. b. Rents are not subsidized through section 8. c. Maintains transitional housing pool for mentally ill persons. d. Organization has proven track record. e. Eight ofeight HCDC members recommended full funding. Salvation Army - Rehab rental units 15 $17,334 $ 0 Housing Grant a. No funding left in housing category. b. Site is not and will not be made handicapped accessible using this funding. c. Cost per unit remains high compared to the number of units renovated. EmergenCy HOUSing PrOject- Facility Rehab. 16 $!I,4!.0 · $ i,4i0 Public Facilities Grant a. Maintains EHP facility. b. Low cost to accomplish project. c. Seven ofeight HCDC members recommended full funding. March 28, 2001 4 FY 2002 HCDC CDBG/HOME Fund Recommendations Project Name Rank Request Recommended Allocation Category Terms 4 C's Community Coordinated Child Care - Accessibility and Toy Library 17 $ 85,000 $ 0 Public Facilities Grant a. No funding left in public facilities category. b. Several partial funding scenarios were proposed, but the organization representative did not support partial funding. c. No outside funding was leveraged for project. d. Lowest ranked project in public facilities category. Emerson Point- construction of rental housing 18 $ 275,000 $ 0 Housing Loan a. No funding left in housing category. b. Duplication of Foxboro project. c. Lowest ranked project in housing category. Eagle's Flight, Inc. - Minority women's health initiative 19 $ 30,000 $ 9,575 Public Service Grant a. Project provides important service to growing demographic groups in Iowa City. b. Innovative community development and health program. c. Project leverages many volunteers and skills to enhance the program. Successful Living - Transitional support services 20 $15,000 $ 0 Public Services Grant a. No funding left in public services category Ruby's Peal - micro-enterprise 21 $ 50,000 $ 20,000 Economic Development Loan / grant a. High ranking for micro-enterprise in City Steps. b. Will provide two 'living wage' positions. c. New, innovative micro-enterprise. FY 2002 HCDC CDBG/HOME Fund Recommendations Project Name Rank Request Recommended Allocation Category Terms Salvation Army - Food storage and distribution 22 $ 8,175 $ 0 Public Services Grant a. No funding left in public services category. b. Possibility that this project will not be needed. c. Possibility Iowa City will fund the project elsewhere. d. Lowest ranked project in the Public Services category. City of Iowa City - Economic development Fund 23 $150,000 $ 0 Economic Development Loan / grant a. No specific project was targeted. b. No funding left in economic development category. c. Lowest ranked proposal in the Economic Development category. United Action for Youth - Facility acquisition none $ 200,000 none Public Facilities Loan a. Applicant withdrew proposal before final funding allocation process. RANKING CRITERIA FOR CDBG\HOME PROJECTS This ranking sheet will be used to assist the Housing and Community Development Commission (HCDC) in the FY02 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 cluestion~criteria 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) __ SUB-TOTAL Leveraclincl Resources (maximum 25 points) 1. Does the project allow for the re-use of CDBG\HOME funds? (0-7 points) A. Principal and interest [30 year or less Amortization] max. 7 points B. Principal and no interest [30 year or less Amortization] 6 points C. Principal with a balloon payment 3 points D. Conditional Occupancy Loan (future repayment) 1 point E. Declining balance lien (amount forgiven over time) Opoints F. Grant (no repayment) Opoints 2. Project leverages human resources [volunteers, etc.] (0-8 points) 3. Project leverages other financial resources? [Including in-kind] (0-8 points) __ 4. Project pays property taxes or a payment in lieu of taxes (0-2 points) SUB-TOTAL Feasibility (maximum 20 points) 1. The project will be completed within the required time period? (0-8 points) 2. Project budget is justified? [Costs are documented\reasonable] (0-8 points) 3. The level of public subsidy is needed? [Private funds not available?] (0-4 points) 4. Has the applicant documented efforts to secure other funding? (0-4 points) SUB-TOTAL Impact\Benefit (maximum 25 points) 1. Project serves low-income persons\households? (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? (0-4 points) 2. If previously funded, has applicant completed prior project(s) and maintained regulatory compliance with local, state and federal laws? (0-6 points) 3. If new, applicant can maintain regulatory compliance? (0-6 points) SUB-TOTAL GRAND TOTAL: PROJECT NAME: PROPOSED ALLOCATION: $ (Projects under 60 points receive $0) Sharedlcomn~evlcdbghomelFYOlapps'ranklngOdoc t ~ PART ZZ MZNUTES OF PUBLZC MEET!'NGS 1. Public Hearings - Applicant Presentations February 13, 2001 p. 19 February 15, 2001 p. 31 2. Discussion of FY02 CDBG and HOME Requests March 20, 2001 p. 43 lvlarch 22, 2001 p. 52 3. Project Budget Recommendations p. 61 MINUTES HOUSING AND COMMUNITY DEVELOPMENT COMMISSION TUESDAY, FEBUARY 13, 2001 SENIOR CENTER LOWER LEVEL MEMBERS PRESENT: April Gutting, William Stewart, Lucia-Mai Page, Kathleen Renquist, Gretchen Schmuch, Amy Correia, Gretchen Holt, Rick House, Denita Gadson STAFF PRESENT: Steve Nasby, Angela Williams, Lolita Charton, Stephen Long, Linda Severson, Maggie Grosvenor OTHERS PRESENT: David Schoon, Ernest Lehman, A. Ashe, G. Weiss, Ed Gaines, Dennis Bryon, Matt Olson, Marlin Wiskus, Ron Bradley, Dennis Spencer, Irvin Pfab, Steven Kanner, Brleta Denise Canpat, Crissy Canganelli, Brian Corinh, Mary Gute CALL TO ORDER: Chairperson Renquist called the meeting to order at 6:00 P.M. APPROVAL OF MINUTES FROM JANUARY 25, 2001: Motion: Stewart moved to approve minutes, Page seconded the motion. The motion carried by a vote of 9-0. PUBLIC/MEMBER DISCUSSION OF ITEMS NOT ON THE AGENDA: Gadson withdrew from the review and decision-making duties of the commission due to a conflict of interest. Gadson then took her place with the public forum. OLD BUSINESS: Firststar Downpayment Assistance Program Long reported that Firstar Bank has requested termination of their Agreement with the City of Iowa City to operate the HOME funded Downpayment assistance program. Long stated that the program has had its problems due to the bank changing hands from First National to Mercantile and finally Firstar Bank, personnel difficulties and the new Lead Base Paint regulations. Firstar does not wish to take on the project any longer. Long stated that Firstar has signed a Termination Agreement with the City. Long recommended that the City staff administer the remaining Downpayment assistance funds. Staff feels because they have successfully assisted over 35 households with funds received from CDBG and continue to receive numerous requests from potential homeowners for the assistance funds that this would be the best option to ensure and assist potential first time home buyers with funds allocated by City staff. Motion: Stewart moved to approve the City Staff continue to allocate funds for the Downpayment Assistance Program. Page seconded the motion. Motion carried by a vote of 9-0. Housing and Community Development Minutes February 13, 2001 Page 2 REVIEW OF FY01 APPLICATIONS FOR CDBGIHOME FUNDING: Renquist explained that applicants would have approximately 5 minutes to make their presentation and 10 minutes to answer questions by the commission. Economic Development Fund, CitV of Iowa City - David Schoon David Schoon informed the committee that a little over a year ago the Iowa City City Council decided to take a proactive approach to Economic Development. In taking such an approach the City Council formed a sub-committee of itself to focus on the economic development issues in the community. As part of that discussion the committee began designating funds for Economic Development projects. Part of the funds are for capital projects to support economic development activities, and the other for a more general fund, dollars that can be used for a variety of activities from direct assistance to business to studies the City Council may wish to undertake it terms of marketing, and urban redevelopment studies. The sub-committee is discussing focusing all efforts in creating one organization to use all resources. The application before the Committee is requesting that a portion of the CDBG funds be used towards economic projects that will benefit low to moderate income persons and have the Economic Development Committee, the sub-committee of the City Council, take on those CITY STEPS goals and objectives identified and then have the committee establish a CDBG Economic Development fund that the committee would administer to reach goals through CITY STEPS. The community views the CDBG funding cycle as a disincentive or an obstacle for some projects to benefit from the CDBG funds. If they do not apply at the proper funding cycle, the opportunity ceases to exist throughout the year. The committee allows the funding to be available throughout the year. Funds would be used for employment training, education opportunities, employment supportive services, and to also use funds for expansion and retention in businesses that provide a living wage income. Stewart asked if 75% of the funding would be grant and 75% would come back as a loan. Schoon stated that would be their goal but at this time it is unsure which would be applied for the most. Applicants applying for supportive services such as training programs which would rely more on grants while direct assistance for business which would create employment opportunity in which there is a greater chance that a loan would be used. Schoon stated at this point funds would be divided equally between grants and loans. Schmuch stated that in the past there has not been a large response from applicants. She asked how the ED subcommittee will be different in getting the information on fund availability to the public. Schoon replied after speaking with groups such as Small Business Development Center, they have projects they work on that could take advantage of a low interest loan but those opportunities may not be available at the one year funding cycle. There may be opportunities for the funds but the timing issue of an annual funding cycle doesn't work. Renquist introduced the mayor of Iowa City, Ernest Lehman, and asked if he had any comments. Lehman responded by saying he feels that this could be sustainable fund; it could be an investment fund of sorts that would benefit the community for a long time. Lehman also stated Housing and Community Development Minutes February 13, 2001 Page 3 that this could be one way of sustaining and increasing the City's tax base. He feels if the pool fund is substantial enough, there are people who will go through the process because the reward will be enough to justify the efforts. Lehman went on to say if the funds were available year round, the response from the community would greatly increase. Renquist inquired about a previous proposal placed before the committee for a revolving fund, but the amount was small. The objection the commission had at the time was whether the monies would be used for jobs. She questioned City staff as to what happens if the money from HUD is not expended - what has to be done. Nasby said there is a "timeliness threshold" of 1.5 times the grant amount. Typically the money should be expended in a year's time. If the money is not spent in a timely fashion, it goes against the City's letter of credit. If a lot of projects were to pile up, it could be a potential problem. Stewart asked if the funds would be monitored. Nasby stated that would be true. Any funds that are not used just roll over similar to the Old Brick project. However, the City would encourage that the funds be spent in a timely fashion. Correia asked how the CITY STEPS goals match with the City funds? Would traditional economic development types of projects have more favor because of the City's goal of improving the tax base versus issues low to moderate income folks may feel are more important. Lehman stated that his opinion is the funding would be less traditional, but he cannot speak for the rest of the Council. One less traditional need is a tremendous need for childcare, and these funds may be a great assistance to the community. Correia asked about just opening up the way the CDBG and Home funds are distributed to make the process less constricting. Schoon stated that the Commission sets these priorities, and there is a housing fund that has flexibility to continue. He said this Economic Development funding may be analogous to that. The Committee would have to consider where this funding fits as a priority within economic development when it recommends to City Council. Page asked if City staff was assuming that volunteers at Human Resources would be the ones who would be using the funds. Schoon stated that the Committee members would have to decide the ranking and recommend to City Council. Extend The Dream - Thomas Waltz Waltz stated he is the Associate Director of Extend The Dream Foundation, and a professor emeritus in Social Work. He introduced some of the VISTA volunteers, along with Ed Gaines and Marlin Wiskus, who are potential owners of businesses in the project; AI Helene, who is a professor from the Small Business Center at UI and monitors students who work on the project; Jeff Denberg from Coldwell Banker who can answer questions on the lease of the property. The project is requesting $125,000 as a rent subsidy for the property at 401 S. Gilbert St. They will locate five businesses to be operated by persons with disabilities in that building, generating 25- 30 employees who would be persons with disabilities. There will be a coffee shop and a tea shop, as well as a bookstore, a Houseworks, and consignments by downtown businesses. There will also be a student service center. Their intention is to create a model of commerce centered to serve staff as well as clients. Extend The Dream is run by a committee of small businessmen from Iowa City, and they utilize consultants from the Small Business Center. They would ultimately like to be in a position to pay their own rent down the line. Housing and Community Development Minutes February 13, 2001 Page 4 Renquist asked if Waltz could describe the organization's capacity to maintain compliance with federal, state and local regulations pertaining to the proposed project. Waltz stated this was a 501 (c)(3) non-profit organization with a Director and Associate Director, staff consisting of mainly volunteers, an accountant, so they are well-staffed, but not a conventional agency. Stewart asked if after three years they will be able to pay the rent themselves. Waltz said their plan is to take a percentage of gross revenue for each business and place it into a fund that should build up to help offset the rents they will have to pay down the line. However, like low-income housing, low-income businesses are tough. They do believe they have a better than average opportunity to seek other support as well. They just received a grant from Teamsters Union. Holt asked about parking spaces. Edberg stated that there is a parking lot a block away, at the corner of Gilbert & Court, owned by the owner of the building and 8 parking spaces have been allocated for the exclusive use of the building. There is also metered parking in the vicinity. Waltz stated that the building is perfectly designed for their purposes. It is separated into sections, in excellent shape, and is accessible from the west side with large, accessible restrooms. Page asked whether, for leveraging, there are other funds that have been solidified. Waltz said they are working on some major fund efforts, but the only one they have heard from at this point is the Teamsters. Holt noted that here is a lot of in-kind. Waltz stated that the timing is much better than last year, to work with the foundation out of Williamsburg because they are really committed to disability development. Nasby asked how many FTE's (full-time equivalent persons) were planned. Waltz said that in five businesses, there were owners plus one FTE per, so probably 10 FTE persons. Most will be pad-time. These are people who can't just walk in to Hy-Vee and get a job. Severson asked if this was a rental or property acquisition. Waltz confirmed that it is a rental. Severson asked if there was any hope they can purchase the building. Edberg said he didn't believe so. However, Waltz feels that the owners would be a more than reasonable landlord so long as they were reasonable tenants. Edberg stated that utilities, insurance, taxes, maintenance all would be included in the rent payments. Public health has been in to take a look and advise regarding their expectations. They could enter the building in April to work for 90 days before opening. 4Cs - Theresa Guither Theresa Guither introduced herself as the Director of 4Cs. Guither stated they provide referral services to parents and caregivers with regard to healthcare. Their project is to relocate the toy lending library and to make the building at 1500 Sycamore Street accessible. They have to relocate because they are losing their current space at the old public library building as of July 30, 2001. They provide basic classes to childcare givers - CPR, mandatory reporting of child abuse, universal precautions, child development. They currently are working with the Iowa City Economic Development in developing business plans for childcare givers. Renquist asked Guither to briefly describe the organization's capacity to maintain compliance with federal, state and local laws, regulations and ordinances pertaining to the proposed project. Housing and Community Development Minutes February 13, 2001 Page 5 Guither stated she assumes they will be able to comply fully because they currently get federal dollars. They monitor the child and adult food program, which is similar to the school lunch program. Holt asked if 4Cs owns the building at 1500 Sycamore Street. Guither stated yes, they have a mortgage of about $40,000 and they make monthly payments. Stewart asked if they give direct care. Guither advised that they operate six programs - one is Home Ties, which is a childcare center for children who are homeless or at risk for homelessness, but that is at another location. The 1500 Sycamore address is mostly administration and some training. Holt asked for a rough breakdown on who borrows the toys. Guither advised that they have a lot of providers who use the library, but the majority of users (80%) are parents who are low income. Gutting asked whether the classroom training is required by the state for the caregivers to remain licensed. Guither stated that was true. Page asked how the grant would help people gain self-sufficiency. Guither advised that the childcare providers are developing a business, so their services assist those caregivers. She stated that they would be able to have more toys. She did not know if they would expand their classes, but the building would be more accessible and would provide "one-stop shopping" for the caregivers. There is bus service and free parking. Stewart asked about their use of volunteers. Guither stated they have a small, dedicated pool of volunteers. All board members are volunteers, and some of the caregivers volunteer at the toy library. The Home Ties program has about 60 volunteers during the course of a year, counting students and community members. Most of the toys are donations, and are developmentally appropriate. Toys are checked out for two weeks at a time. Schmuch asked if they were given partial funding, how would that affect the project? Guither advised that she was not able to fully answer that, because their bid is very close to what they asked for. They have a reserve, but the Board has not indicated that they would be willing to use it for this service. Page asked if they would not be able to move the toy library if partial funding was made; were there other locations available. Guither said they checked into that before making this application, and they could not afford to pay rent because of the mortgage on their building. Page asked if other area businesses would be willing to provide "sponsorship". Guither stated that she has contacted the Gannett foundation, who helped initially to purchase the toys to set up the library. She is willing to look into that. United Action for Youth - Jim Swaim Swaim stated they have a proposal to acquire some additional youth center space for services for young people. Their agency provides counseling, intervention programs, and prevention and youth development programs. They have been at 410 Iowa Ave. since 1987, which was acquired with help from a CDBG grant. Their board has explored several properties, and would like to acquire the Boyrum Street property across from Yen Ching. The asking price is $1 million, and they are trying to negotiate for significantly less than that. They have doubled their Housing and Community Development Minutes February '13, 2001 Page 6 numbers since they began. They served about 2200 people and about 400 families in the last year. The key element is this project addresses high priority for youth center space, as identified in the City Steps as a high priority. Their teen parent program also serves children. The house next door to the 410 Iowa Ave. property is owned and used by UAY, but is not a licensable facility for child care. They are licensed to do respite care, which allows four children at a time, but the parents must be somewhere in the vicinity. They have not yet made a purchase offer. They have received surveys from clients as well as focus groups and private meetings, are surveying parents and volunteers and students, and have been meeting with agency providers. Holt asked about increasing the concentration of services of people on the south side, whether that would be ghetto-izing that area. Swaim stated he did not feel that, but it is an issue he has been consulting with people about. A lot of their clients walk to the facility. Their client base for the last four years has been more concentrated with City High and Southeast students, but they do serve kids from the other population centers. Holt asked about the feedback from parents regarding transportation. Swaim stated there is a sheltered bus stop in front of the building. He said they want to be more informed about these issues before making a purchase offer. He stated that they need more space, and one possibility is the business office and teen parent program. The staff of the teen parent program feel it is important to keep that program near the youth center environment. Space in their current neighborhood would run $100 to $120 per square foot; space in the new Tower Plaza runs $130 per square foot. Space at the Boyrum location would likely cost $30-$50 per square foot. Correia asked whether the church next to Bruegger's Bagels, which is going to be up for sale (First Christian), would be less expensive. Swaim stated that space could possibly be less expensive, and their board is looking at that, but there' is no parking and no childcare. The advantage of the Boyrum space is that they could give up their downtown property and move all facilities into one location. Renquist asked if their organization is in compliance with federal, state and local laws, regulations and ordinances. Swaim stated it is, and that this project would help them meet more of the spirit of the law in terms of ADA compliance. Stewart stated he was concerned about their board not yet having made a decision on the right way to go, and because of that, if UAY decided not to proceed there is funding that some very good agencies could have been allocated. Swaim clarified that his board has authorized them to apply for this with the notion that if irs possible to make an offer, they would do so. Realistically, they have not had adequate time to do proper surveying, and the nature of the property being available necessitated an application at this time. The board has authorized them to meet with the property owner and explore making a purchase offer, Schmuch asked if they have a timeline for when these decisions might progress. Swaim stated the board meets again in two weeks, and they plan to devote most of the board meeting deciding whether it is time to make a purchase offer. Swaim stated he would notify the commission if a decision was made not to make a purchase offer. The problem he sees is that the board could decide they are very serious about the project but not ready to make a purchase offer at their next board meeting. They are aware that someone else could come in and purchase the property. Stewart stated it was his understanding that the $600,000 equity would stem from sale of the Iowa Avenue properties. Housing and Community Development Minutes February 13, 2001 Page 7 Swaim said he would like to focus on the building plans as providing a great space for their project, even though they would prefer a space downtown. GICHF-Student Built House - Man/ann Dennis Dennis introduced herself as the executive director of Greater Iowa City Housing Fellowship, and Dennis Spencer from the Home Builder's Association. She announced that the Community Land program of GICHF made the Fannie Mae newsletter. GICHF is requesting $30,000 of City Home funds to purchase a lot for the Student Built House to be sold as part of GICHF's community land trust programs. This program instructs young people in the building trades; provides area high school students with scholarships and equipment to pursue careers in the building trades; provides an affordable homeowner opportunity for a low income first-time home- buyer; and fosters public-private partnerships. The partners include GICHF, the City of Iowa City, the IC Community School District, the Home Builder's Association and local lenders. They have used Home funds from the City in the past to acquire lots. The current house, at the corner of High Street and Morningside, will be sold in early June. The house they choose to build will be built and sold within the school year. The program sells the home without selling the land; the home buyer enters into a 99 year renewable land lease with GICHF. This lowers the cost of the home for the buyer. In 2000, GICHF sold three newly constructed detached single-family homes for less than $100,000. Spencer stated that the program allows students to build a home, learn skills related to construction, and encourages students to consider a career in the building trades. Their members volunteer their time at the sites. This includes both City High and West High schools, and has included Lone Tree in the past. There are currently 29 students involved directly in building the house, but there are also 30 students involved in the design, interior design and those types of activities. They have a job shadowing program that goes along with the program in which students can go with a contractor or subcontractor for one day each week for about a month. They have won an award at the international convention, and were featured in USA Today. Renquist stated she knows GICHF has been previously funded, and asked if the organization complies to federal, state and local laws, regulations and ordinances. Dennis stated that they do comply. Stewart stated that they just gave $25,000 to this organization late last year. He feels this is a double bang for the buck on this deal with the students being able to build the housing. Spencer stated that the program is 29 years old, and the Home Builder's Association has been involved for two years. Dennis stated that it also leverages a lot of in-kind support from the Home Builders and professionals in the trade. Schmuch asked if they have a lot yet. Dennis stated they do not have a lot as yet, but she is aware of a lot available in Southpoint off Sycamore for sale which may be more reasonably priced than others available. GICHF-Peninsula - Man/ann Dennis Dennis advised that GICHF is requesting $623,467 of City HOME funds to develop affordable rental housing in the Peninsula neighborhood. This is a unique opportunity in a planned community. GICHF and the Iowa City Housing Authority are excited about partnering to accomplish some of the major goals set by the City Council, including affordable housing on the Housing and Community Development Minutes February 13, 2001 Page 8 front end of the neighborhood development with a mix of housing types and property values. This will add 19 units of affordable rental housing to the market, The request is a 1% loan, interest only payments with a balloon after 20 years. GICHF and the City Housing Authority will acquire lots at a 10% discount and construct 19 units of affordable housing, with GICHF as the developer of the project. The plans include a 12-unit accessible apartment building: four two- bedroom units and eight one-bedroom units, In addition, plans include three three-bedroom townhouse units and two three-bedroom duplex buildings. Ownership of the 12-unit apartment building will be transferred to the Housing Authority after receiving certificate of occupancy. Rents are set at FMR to be affordable to households with 50% or less than the area median income, with affordability for the life of the properties. GICHF has a policy that once their debt is retired, they reduce the rents. The City funds will leverage over $1.5 million from other sources. The properties receive property tax exemptions, however, the Housing Fellowship and the Housing Authority both make voluntary payments in lieu of taxes of about 25%. Firstar has indicated they will provide private construction financing; a State of Iowa HOME Funds application has been submitted; the Federal Home Loan Bank application is due in April. City of Iowa City support is required to receive any State Home funds. Stewart asked for clarification on the payback on this project. Charlie Eastham advised that they would be paying 1% interest each year for the first 20 years. The principal due at the end of 20 years would be the principal borrowed. Stewart said it was his understanding that would give back somewhere between 3-7 points, not just the minimum of 3 points. Gutting asked if they could accept partial funding. Dennis said that would depend on how much the partial funding would be, If they don't receive full funding from the City HOME Fund, that would have a ripple effect for the remaining sources of funds. Eastham stated they developed the financing for the project with a view toward reducing the amount of local Home Funds to the minimum necessary for the project. Renquist asked if this organization complies with federal, state and local laws, regulations and ordinances for previously funded CDBG and HOME Funds. Dennis stated that they do. Eastham commented that this was a three-year long process, and this plan has included rental housing so that anyone in Iowa City who chooses to live in this development will be able to live there. Iowa Valley Habitat for Humanity - Nanc,/Stensvaaq Mary Gute, a PCD intern, helped to write the grant along with a couple of fellow students. Habitat is asking for $75,000 to purchase three lots to build single-family homes which will be sold to Iowa City residents who fall within 31% to 50% of the Iowa City median income. These homes are valued around $50,000. Stewart noted that Habitat has been funded before. Long stated that 2-3 years ago they provided funding from CDBG funds. Gute stated that they were able at that time to purchase four lots with the funding instead of three, so they do try to stretch the funds as far as possible, Schmuch asked about the accessibility issue of the homes. Gute stated she understands that Habitat builds based on the needs of the family selected. Holt asked if the families have been selected yet. Gute stated that families for these three houses have not been selected. Accessibility needs are not a requirement for selection. Housing and Community Development Minutes February 13, 2001 Page 9 Renquist asked if partial funding could be accepted. Gute stated that partial funding would mean fewer lots would be purchased. Schmuch asked if there is a site in mind. Gute stated that no sites have been selected at this time. Habitat tries to build throughout the community and not concentrate in any one area, but it depends on the cost of the lots. Renquist asked if Habitat has been in compliance with the federal, state and local laws, regulations and ordinances for previously funded CDBG and Home funds. Gute stated that as far as she knows, they are. Nasby asked if any groups were currently participating, such as local churches. Gute stated she was not aware of fundraising, but she does know that Habitat is seeking multiple funding sources. There is a lot of in-kind, donated labor and materials which keeps the amount actually spent down. Eaqles' Fliqht, Inc. - Beleta Rush Beleta Rush introduced herself as the program manager with Victory Temple. Their project, which started two years ago, helps minority women and girls with health issues. They have provided blood drives, physical assessments with Colleges of Nursing, Public Health, Medicine, and have sought input through seminars, in-service sessions, community drive. The program is proposing hiring a program assistant to work for 12 months for further development and expansion of a community-based youth operated garden, as well as hiring two supervisors and 18 youth workers primarily from low- to moderate-income families between the ages of 9-22. The plan is to further develop and expand the health education and promotion services to women and girls from culturally, ethically and racially diverse populations in Johnson County. Renquist asked the applicant to describe the organization's capacity to maintain compliance with federal, state and local laws, regulations and ordinances pertaining to the proposed project. Rush responded that they have a volunteer staff with experience in regulations and research, formulating grants, setting up protocols, universal precautions. In addition, they utilize University professionals as advisers in grants and protocols. She has also been working with the office of Small Business and Development as well as TIA-CREF. Correia asked if these would be the first paid staff persons of the organization. Rush responded that the backbone of the program is volunteerism with occasional consultants. This gives the students a chance to interact with participants. They currently have over 100 students involved, staff and faculty from the University, and about 10 community organizations that work with them. Schmuch asked if they are a non-profit organization. Rush stated that was true. She stated they are in the process of obtaining 501(c)(3). Stewart requested clarification of where the private funds of $57,300 comes from. Rush stated that they received various grants. Severson asked for more information regarding the fundraiser they propose. Rush brought a brochure called the Healthy Me program, and the proceeds go to benefit the Victory Temple Minority Women's Health Initiative. They are organizing sponsors and 100 teams of six members. They project $55,000 will be raised. They have received in-kind donations already and expect their costs to be minimal. Housing and Community Development Minutes February 13, 2001 Page 10 Renquist asked if they had contacted the Family Planning Clinic. Rush believes they are on the mailing list, which they are compiling and mailing. Renquist advised that they do free medical exams on the Hispanic population, and suggested that perhaps the group could work up a grant with the Family Planning Clinic. Nasby advised that these monies would not be available until July 1st, and asked if they would be able to begin their presentation as proposed in April without these funds. Rush advised they anticipate being able to start in April because they can use some of the grant monies they already have received. Schmuch asked where their garden spot is located. Rush stated they use the garden that the City has in Wetherby Park. They propose to do two lots this year. Schmuch asked how they choose the kids they use in the program. Rush stated they will go through the Neighborhood Centers, the schools, and community centers, and would like to open up to any children who want to be involved. Emergency Housinq Project - Crissv Can~lanelli Canganelli advised that the EHP is Johnson County's only general use homeless shelter. The three core programs relevant to this request are: emergency and transitional shelter (provided shelter to 780 persons last year); drop-in center (from 5-10pm nightly providers showers, laundry, food, clothing & toiletries, and mailing address and phone); in-house counseling program (in 2000 they assisted about 600 individuals in progressing toward economic self- sufficiency and independence. These individuals have access to the shelter for up to 90 days). The request for one full-time services coordinator is substantiated by recent HUD reports, indicating that roughly 60% of homeless suffer from alcohol and drug-related problems, nearly 60% suffer from mental health problems, and 60% of the homeless suffer from both. The shelter is open 24 hours a day on weekdays. Renquist asked if the group was in compliance with federal, state and local laws, regulations and ordinances pertaining to the proposed project. Canganelli responded they were. Stewart asked if they utilize volunteers. Canganelli responded that they utilize a lot of students and other volunteers. The Board consists of many volunteers. She said the Board has started to assist with administrative tasks. They are looking to the Board to handle tasks like deposits and bills and answering the phones during the day. Renquist asked about benefits for the two health care individuals. Canganelli said yes, benefits will be available. Currently most employees have benefits. Schmuch asked if they received help from the GICHF program regarding rental deposits. Canganelli responded that this program exists and they make referrals, but 95% of people going through the shelter don't quality for the program. Renquist asked about Section 8 funds. Canganelli said the clients are eligible for Housing Certificate vouchers but the voucher doesn't assist with the security deposit. But there are many individuals who for some reason don't quality for public housing. Severson asked about the sustainability of their programs. Canganelli stated they were trying to investigate other resources. They have been trying to avoid going to the same organizations each year for assistance. They are hoping to work with landlords to secure the security deposit Housing and Community Development Minutes February 13, 2001 Page 11 so that when the person moves out of the apartment, the deposit would be reinstated back to Emergency Housing. They are also seeking contributions to specific programs through local support. Stewart asked about the reimbursement of deposits. Canganelli stated that they don't count on the households to repay, that irs up to the landlords to commit to return the deposit. Stewart stated that if the household does not have to personally repay the deposit, it doesn't put the onus on the person to take care of the property. Canganelli stated that was not necessarily true because of the relationship the family has with the agency. Canganelli stated they were also trying to establish a relationship with landlords in the community. Family Services, Inc. - Denise Gampat Gampat stated the program is making a specific request for consumer credit counseling. This grant would pay the counseling and subsidize ongoing help if needed for low-income households. They had 366 inquiries last fiscal year, and have had about 200 inquiries so far in this one-half year. Last fiscal year they provided 135 appointments; so far in six months they have had 97 appointments. Last fiscal year they set up 34 new clients in the debt management program; already in this six months they have had approximately 50 new clients join that program. This does not include the students through the facility on campus. Currently they collect about $5.89 per client out of the $20 initial assessment; $14.48 per client out of the $25 fee that sets them up in the debt management program; and $6.38 per client as far as ongoing fees in the debt management program. Their goals are to strengthen individuals, families and the community by financial education, debt management services, and helping clients find and implement solutions to their financial problems, and improve their financial situation, regardless of the client's ability to pay. An upcoming activity is a technology upgrade which will cost $2,000-$3,000 for each office, which will bring increased efficiency and cost-effectiveness. Schmuch asked if the CDBG funding would all go to 50% or lower median income. Gampat responded that was true, and they do see some clients who are over 100% of area median income. Stewart asked if they were non-profit. Gampat stated yes, they had 501 (c)(3) status. Renquist asked if they were in compliance with federal, state and local laws, regulations and ordinances pertaining to the proposed project. Gampat stated they were in compliance.' Stewart asked how they utilize volunteers. Gampat stated they have volunteers who help with accounting, office help, board members, an advisory counsel, and who help with some of the educational programs. Stewart asked how they advertise. Gainpat said they rely on word of mouth currently. They do keep track of how the clients come to them. They belong to the National Foundation for Credit Counseling and receive referrals from that agency. Stewart asked how the agency worked as far as helping the client reduce debt. Gainpat explained how they contact creditors and arrange agreed-upon payments. Holt asked how many of these clients declare bankruptcy. Gainpat responded that 20%, more or less, have to take bankruptcy. Their clients average $24,000 to $27,000 unsecured debt, and 17 months is the average amount of time it takes in the program to get out of debt. Housing and Community Development Minutes February 13, 2001 Page 12 Neiclhborhood Centers of Johnson County - Brian Lorincl Loring presented a brief overview of the agency. They have two centers in Iowa City that focus on the needs of the neighborhood (Pheasant Ridge and Broadway). The centers try to deliver the needs of the neighborhood into daycare. They are required to utilize a Title XX childcare block grant, which doesn't provide a lot of funds. They also receive block grants from United Way and through the City and County. They need to make some upgrades due to accreditation requirements. Stewart asked how they utilize volunteers. Loring stated that volunteers are used extensively, a lot who work with school age children in mentoring and tutoring programs. They do not have a lot of volunteers in day care, but would use them if available. Page asked if they could work with partial funding. Loring said the carpet, library, community space, and playground shade are not a top priority. Most of the classroom and playground equipment is required. Gutting asked if Loring could explain their national accreditation review. Loring stated they are accredited through the National Association for the Education of the Young Child, and have a three year visit/review on facilities. They are up for review this year, and they do look at the facility and how well it is maintained. Loring handed out some documents to the committee. Renquist asked if the group complies with federal, state and local laws, regulations and ordinances. Loring stated they do comply. Stewart moved to adjourn. Page seconded. The meeting adjourned. Kathleen Renquist, Chairperson Minutes submitted by Neana Saylor ppdcdbg/minthcdc02-13-01 doc MINUTES HOUSING AND COMMUNITY DEVELOPMENT COMMISSION TUESDAY, FEBUARY 15, 2001 SENIOR CENTER LOWER LEVEL MEMBERS PRESENT: April Gutting, William Stewart, Lucia Mai Page, Kathleen Renquist, Gretchen Schmuch, Amy Correia, Gretchen Holt, Rick House, Denita Gadson STAFF PRESENT: Steve Nasby, Angela Williams, Lolita Charron Stephen Long, Linda Severson OTHERS PRESENT: David Schoon, Jeanne Kelsey, Gary Smith, David Brown, Catherine Lane, Dave Sears, Jesse Burns, Laura Crossley, Sharla Berg, Aaron Rempp, Jack McMahon, Chris Bergren, Chris Kinkead, Theresa Kopatich, Jo Benson-Vorwald, Dan Stromer, Deon Oliver, Stacy Gray, Bob Burns, Alaina Welsh, Kymbyrly Koester CALL TO ORDER: Chairperson Renquist called the meeting to order at 6:00 P.M. APPROVAL OF MINUTES FROM FEBRUARY 13, 2001: PUBLIC/MEMBER DISCUSSION OF ITEMS NOT ON THE AGENDA: Schmuch reported that she had an update on the monitoring report. The organization is looking at a different property that will not have some of the difficulties of the Church having to get some loans, etc. This would be a properly licensed daycare for 34 children, and the property is on Sheridan Avenue. This building would already be available to suit the organization's needs. Gutting reported that the Free Medical Clinic has utilized $10,202.69 of their funding. They are currently looking to fill the position for nurse case manager. House reported that the ISED program is off to a slow start but is moving along pretty well. They are setting up classes for the home based child care services. Eagle Flight is using this organization for some consulting and guidance. They have spent about $5,700 to date. Gadson reported that the Lexington Place has expended no money to date because they are still waiting for an agreement from the City. They have a building permit, all the financing is in place. They have been awarded low income tax credits. The project is on schedule, and they have already had calls for rental applications and they are about 9 months away from construction. OLD BUSINESS: None. Housing and Community Development Minutes February 15, 2001 Page 2 NEW BUSINESS: None. REVIEW OF FY01 APPLICATIONS FOR CDBG/HOME FUNDING: Linda Severson introduced herself as the Human Services Coordinator for Johnson County Council of Governments. She works with human service agencies. Renquist explained that applicants would have approximately 5 minutes to make their presentation and 10 minutes to answer questions by the commission. MetroPlains - Jeanne KelseV Kelsey stated that this proposal was also submitted last year, but they did not have site control at that time. In the summer, they applied for Affordable Housing funds and were recommended to City Council and received the funds. They applied for housing tax credits for the site. Their proposal is for 30 duplex rental homes in Village Green Commons. She handed out a document showing the rental structure for the proposal. They plan to elect the maximum affordability period of 41 years so they can maximize their scoring, and their commitment to the community. All rents will be at fair market rent or less. Two market studies were done on this proposal, one by this committee and one by the agency. Stewart asked about the 1% simple interest on the loan with a balloon payment on the end. Kelsey stated that they are planning an interest payment only. Correia asked where this project would be located. Kelsey stated it was west of Scott Boulevard behind the other existing duplexes that are owner-occupied. Correia asked if the bus goes out there, and Kelsey responded that the bus does go up and down Scott Boulevard. Schmuch asked if these duplexes would be open to anyone, or what are the qualifications. Kelsey stated it was income qualification. Renquist asked if any of the units would be accessible. Kelsey stated two of the units will be accessible, with a bedroom on the main floor with a loft above. The bathroom would be made a full bath, ADA approved. Nasby asked for a clarification on the FMR values over the 41 year period. Kelsey stated they will fill out the Land Use Restrictive Covenant when they apply for tax credits. Stewart asked about the use of volunteers in their organization. Kelsey stated that they have been talking with HACAP, and they have services available for Head Start, daycare, etc. wherein MetroPlains will be a referral for them in their program to work with people with financial difficulty. Their volunteerism will be mostly through social services that will be provided for the residents by other agencies. Long mentioned that those efforts do not count as use of volunteers since those organizations are providing paid staff. Renquist asked Kelsey to describe the agency's capacity to maintain compliance with federal, state and local laws, regulations and ordinances pertaining to the proposed project. Kelsey stated that MetroPlains has been developing affordable housing for 23 years. They own and Housing and Community Development Minutes February 15, 2001 Page 3 operate every one of their developments. Their management company (Garston Perennial Management) handles everything to keep MetroPlains under compliance. Nasby asked about the schedule for tax credit allocation awards. Kelsey said it is in the hearing process; will be finalized by April 11; application deadline is June 11; and award is supposed to happen within 60 days of application. Holt asked if the families who move in are required to have children. Kelsey stated they cannot rent to full-time students because of Section 42 guidelines. Incomes are based upon how many people are in the family, so income limits go up as you have more people in the family and thars how they income qualify them for the limits. DVIP Furniture Project - Chris Berclren, Chris Kinkead Chris Kinkead introduced herself and Chris Bergren. This project distributes donated furniture to families who are referred by other human services agencies. Referrals this year have doubled from last year. They now request a $5 donation from people donating furniture, and they have raised $936 to date. They also ask for a donation from people picking up furniture, but that is not as successful, Kinkead stated that DVIP has applied for CDBG funds in the past for the furniture project. The project does not fit into the normal range of projects for traditional funding, They do utilize volunteers for moving furniture, but irs not a popular volunteer activity. Last year they hired an 8-hour a week person, Stewart asked about the shape of the furniture they pick up. Bergren stated they will not pick up anything that is ripped, stained, dirty, or in bad shape. Stewart asked what percent they have to turn down. Bergren stated it is very minimal because she clarifies on the phone first what she can take. They work with an appliance store locally to clean up and repair appliances and place a warranty on them. Schmuch asked if they were expecting the City contribution again this year. Kinkead stated they are, but don't know the amount yet. Bergren stated she hopes to move into the new storage facility by the end of summer or early fall. Renquist asked if there would be a hardship on people who need the service to get to the new location. Bergren stated that was one of her concerns, but she's not sure. If she has enough volunteers and time, she can deliver items to people. Nasby asked how many projects similar to this she is aware of. Bergren stated that there were only about 35 projects like this two years ago in the United States. They work as a group to help each other with questions and funding. Kinkead said they don't know of any other projects like this in eastern Iowa or in all of Iowa. Renquist asked if they get any money from the County. Kinkead stated that DVIP does get funding from the County but the furniture project does not. DVIP does receive United Way funds. Most of that funding is geared toward victims of crime. They use the United Way dollars as discretionary funds to help with the furniture project (about $6,000 per year). Housing and Community Development Minutes February 15, 2001 Page 4 Renquist asked if the organization is in compliance with federal, state and local laws, regulations and ordinances for previously funded CDBG or Home funding projects. Kinkead stated yes. Successful Livincl - Theresa Kopatich Kopatich stated they are requesting assistance to develop a pad-time staff position for a licensed social worker who will specialize in working with persons with mental illness issues. They have seen an increase in working with people with really severe chronic illnesses (75%). Successful Living currently has a substance abuse counselor ¼ time, and a full-time assistant, which allows an increase of revenues and an increase in clients. This organization helps stabilize the clients and then channel them into the community to work with community agencies. Holt asked how the organization fits in with IMPACT, which is a similar home-based process. Kopatich stated that IMPACT provides services to people living in the community. If they are living in Successful Living houses, this organization provides the services. They did work with IMPACT when they started the agency. The people monitoring the funding for IMPACT said that this is a conflict of services and they cannot utilize both programs. Severson asked who was managing the severely mentally ill people healthwise. Kopatich stated that most of the people who come in don't have a physician or anyone. Successful Living staff works to develop a relationship with the client and then takes them to appointments and hook them up with Community Mental Health or the University to stabilize on medications and evaluate. If a person meets the criteria for Chapter 24 funding, then they talk with the County about getting that funding. Some of these people have not developed a place of residency, and there are other barriers to getting them hooked up for that funding source. Holt asked who on staff has the qualifications to evaluate these people. Kopatich stated that they have a masters substance abuse level person, and all the staff has a background in social work or psychology. The position they are seeking would be a licensed social worker with expertise in working with persons with mental illness. Currently, their staff evaluates and arranges medical appointments, but this process takes valuable time. A staff position would help them make it more successful for the people coming into the program. Williams asked what percent of full-time employee they are asking for. Kopatich said they want half-time. Renquist asked if their salaried individuals have health benefits. Kopatich said as of January 1 they were able to start offering health benefits. Renquist asked if the organization is in compliance with federal, state and local laws, regulations and ordinances for previously funded CDBG or Home funding projects. Kopatich stated yes. Correia asked if they mean licensed independent social worker or someone who could have just graduated and gotten their license but don't have their independent license yet. Kopatich said that would be negotiable to them at this point. They want someone licensed and experienced in working with persons with mental illness. Housing and Community Development Minutes February 15, 2001 Page 5 Stewad asked if the funding they are seeking is enough to get the position filled. Kopatich stated the actual position would be about $18,000; Successful Living would pick up the difference, and they feel it would be enough to get that paR-time position started. She feels that if they can get the position started, they could make it full-time by next year. Severson asked if they had other funding sources. Kopatich stated that this position is new, so it is something they need more help with starting, but they have developed the funding to keep the full-time person they have now on. They have added another full-time caseworker, so Successful Living has worked to increase wages for other staff. They are checking other resources. Pathwa,/s, Inc, - Jo Benson-Vorwald, Dan Stromer Benson-Vorwald introduced Dan Stromer, the executive director of Pentacrest and Abbey, Inc. (an affiliate of Pentacrest). Stromer advised that adult day health centers provide a variety of services to challenged adults and frail seniors to help them remain independent in the community. The individuals Pathways helps are 18 and over with a variety of physical and psychological challenges, and frail seniors. This project seeks CDBG funds to assist in purchase of a building at 817-825 Pepperwood Lane to relocate their program and expand services to the community. Currently, they have been leasing space on Greenwood Drive since 1995. Pentacrest, Inc., a local 503(c)(3) assumed the administrative responsibility for Pathways in 1996. They have to relocate because the space they are currently in is being expanded to assisted living in the spring. They would expect to serve 35-40 people daily at their new site; now they serve 21 daily. They use a sliding fee scale. Their goals are to increase access to affordable alternatives to institutionalization, increase the number of frail seniors and challenged adults served to 35-40 per day, provide respite for caregivers, and to retain the quality of service. They would like a combination of CDBG funding, in-loan funding, board fundraising and a mortgage to purchase and renovate the property. They are currently leasing and renovating the property. Renquist asked if the organization is in compliance with federal, state and local laws, regulations and ordinances for previously funded CDBG or Home funding projects. Stromer stated that Abbey, Inc. is a management service organization that provides services to five not- for-profits, including Pathways, so they can focus on the day-to-day adult health care. Abbey, Inc. manages the grants and makes sure the conditions of this type of project are met, Page asked what other funding they are seeking. Stromer stated that Board fundraising is one- third of the funding, CDBG funding would be one-third, and the mortgage would make up the remaining one-third Benson-Vorwald stated they are also pursuing a community awareness plan. Stewart asked how volunteers are utilized. Benson-Vorwald stated there are many different kinds of volunteers in the organization. They utilize the University practicums and internships. They also utilize individuals who come to them volunteering. They have a daily volunteer who assist in nutrition needs and monitors the dementia clients. Correia asked if it is a fee for service, and if it was covered by health insurance. Stromer said it was a combination of funding - in Iowa it is a combination of fee for service, sliding fee scales, with a per-diem of $45 per day. The minimum is $10 per day. The funds are subsidized by United Way, Johnson County. Long-term care insurance is also starting to cover these services. Benson-Vorwald stated that 35% right now are private pay. Housing and Community Development Minutes February 15, 2001 Page 6 Nasby asked if they have a time frame to raise the Board funds. Catherine Lane responded that their first effort is community awareness. They have approximately $4,500 and have done nothing from fund raising yet. They have received gifts from student organizations to pay for appliances. Schmuch asked what happens if these funds don't come through by July 1st when their lease runs out. Stromer stated that they would have to re-evaluate what they can afford in a lease arrangement because they would not be purchasing the facility or renovating the entire facility. This would limit the type of participant they can serve. Schmuch asked if they were maxed in terms of space? Benson-Vorwald said it was not a space issue, it was the needs of the client. They can't accept Alzheimer's and dementia clients in the numbers they would like to serve because of staff limitations. Stromer stated that caregivers many times have to do bathing, etc. They need to design an area for those services and more people would use them for respite. Stewart asked whether there was any reason they couldn't structure this as a declining balance lien over 10 years? Nasby said that was simply their request. Stewart's concern was that if the facility was sold in five years, the project would have to pay back some monies. Holt asked if there was any thought of increasing the number of days they are open each year. Benson-Vorwald said if the need was there, they would address it. They survey annually clients, families and referral sources. Stewart asked if they had received funding from CDBG before. Stromer stated that before they started operating the program, there was a grant of $100,000 but was not used. EIder Services, Inc. - Connie Benton-Wolf Gary Smith introduced himself and Jack McMahon, supervisors of the Housing Repair and Modification Program for EIder Services, Inc. This project serves persons 62+ years in age. They seek an increase in funding this year. In FY2000 they served 37 households, completing 60 projects. So far this year, they have served 30 households, completing 49 projects. They have billed the City approximately 50% of the funds that have been allocated. They need an increase in funds because of the need for housing repair in the community. This year was a hard winter, and for that reason there will be a higher need for repairs. There is only 16% of the budget left for these repairs. In addition, they have altered their guidelines to comply with the housing rehab guidelines, which has increased the demand. Expenditures for FY2001 include: mean expenditure of $366.34 per household; median expenditure of $230.97 per household; high expense was $1,193.28; low was $82.43. Renquist asked if the organization is in compliance with federal, state and local laws, regulations and ordinances for previously funded CDBG or Home funding projects. Smith stated yes. McMahon stated that the new lead based paint requirements will be affecting them because they deal primarily with older homes. Correia asked how they use volunteers. Smith stated they cannot use volunteers because of liability issues and all the paperwork. They have worked some in-kind elements into the program. The contractors are used efficiently as well. Schmuch asked if the board was volunteers. Smith stated yes, that was true. Housing and Community Development Minutes February 15, 2001 Page 7 Stewart asked whether any efforts to secure other funding have been sought. Smith said he believes CDBG is a very important source of funds for Iowa City and they serve a function that is unparalleled. They also seek other funding options. Smith has used Elderly Waiver funds. There are limitations on those funds and a $1,000 cap. Also, they use SLT funds through the Heritage Area Agency on Aging. They utilize these funds when they identify a person who would qualify for those funds. The CDBG funds are used for those who don't qualify for special funding. They also have designated funds from private sources. Schmuch asked for a general idea of what something might cost and what they do to keep the cost down. McMahon responded that a plumber may charge $50-$60 for grab bars, and they try to locate the item for $35. He knows the skill levels of contractors, and will use the appropriate one for the job to maximize the job. Smith stated that some contractors give them a discount for all work done through this project. Nasby asked if all the homes are owner-occupied. Smith stated that some rental modifications were authorized with prior approval of the landlord, but that is the minority. Nasby stated that the people they assist pay property taxes. Salvation Army (Rehab) - Deon Oliver, David Sears Oliver introduced himself and Dave Sears. Oliver stated that they try to provide affordable housing to low-income people and those who need assistance without cornpromising that level of housing. They are asking for funds for renovation to lower and maintain the rate they charge (75% of the fair market value is the goal). Sears added that they purchased a building a couple of years ago in which three apartments were included. They would like to renovate the apartments because the maintenance level is poor. If they used general funds, they would have to recover the renovation costs through the rent. They would prefer to keep rent where it is so they can slowly drop the rent down. Stewart asked if the apartments are handicapped accessible. Sears stated they were not. Correia asked how many bedrooms there are. Oliver stated there are two two-bedrooms and one one-bedroom. The rents are $450 for single and $550 for two bedroom. Sears stated one apartment is currently being used by the Olivers. The Salvation Army moves officers at short notice, so they allow an officer a provided apartment. They will be moved off-site as soon as a home is located. Renquist asked if the organization is in compliance with federal, state and local laws, regulations and ordinances for previously funded CDBG or Home funding projects. Sears stated yes. Stewart asked how they utilize volunteers. Sears stated the Salvation Army uses many volunteers. Sears stated their mortgage is locked in at 5% rate, so as they pay that down they will retire it in 5-6 years and will be in a position to drop the rents further. The apartments have central air, dishwasher, microwave, refrigerator and stove. Housing and Community Development Minutes February 15, 2001 Page 8 Renquist asked if the organization is in compliance with federal, state and local laws, regulations and ordinances for previously funded CDBG or Home funding projects. Sears stated yes, to their knowledge. Schmuch asked if they will accept housing vouchers from the Iowa City Housing Authority. Sears stated that was their preference, but the problem will be as rents go lower they will attract some people who are not low income but are just looking for a good deal, so they have to assure they hit our target group. They don't want to face discrimination charges, so they have to be very careful in screening applicants. Stewart asked if they use volunteers in the program. Oliver stated they have around 7 volunteers each day doing a variety of work. Salvation Army (Deer Meat) - Deon Oliver, David Sears Oliver stated that last year deer meat distribution was for the low-income, needy and they had to prove that. This year, everyone in Johnson County will benefit. They have received 363 applications and have served 1,532 people in only three distributions to date. Sears stated that the committee should be familiar with the program. The Salvation Army feels that if the shoot is going ahead and they can utilize the meat to help low-income people, then they will do so. Stewart asked if there are income requirements. Oliver stated there will be no income requirements for the coming distribution. Nasby stated there was federal money involved the first time around and they had to meet those requirements. This year there is no federal money involved, so the distribution is open to anyone. Correia asked if they could generate income by asking for donations. Sears stated that in the first two distributions, they did not request any donations because of the federal funding. Correia asked whether, without the income restrictions and federal funding, they felt they could ask for donations. Sears stated they want to be careful because some of the funds for processing are coming from outside the Salvation Army and that funding is paying for it. The storage, and the cost of staff traveling to and from the locker to pick up the meat are covered by general donations to the Salvation Army. They have received donations from people who offer. Schmuch asked if they had spoken to any other businesses who may be willing to help sponsor this project either with funds or storage, etc. Sears stated they have not asked businesses directly. He understands Solon Meat Locker has given a substantial reduction on their meat processing costs the first two years, but he doesn't know if that will be a factor this year. Sears stated that he would advise Oliver not to seek sponsorship of this program, because it is controversial. Seeking sponsorships would draw attention to it and draw the Salvation Army into the issue. Their position is that the shoot is going ahead anyway, so they want to help the poor. They want to be in the background. Renquist pointed out that there are recipes developed by the Extension service that are provided with the meat. All the meat provided is ground meat. House asked if there are other organizations that distribute the meat also, such as centers. Oliver said they do distribute to the Crisis Centers, Free Lunch, Boy Scouts, churches and various other groups. Housing and Community Development Minutes February 15, 2001 Page 9 Hillcrest Family Services - Stacy Gray Gray advised that her supervisor, Julie Woodguard, intended to be here to present but she is ill. Hillcrest is requesting funds for the Boarding House. This is a transitional facility that serves 9 individuals who have chronic mental illness coming from a group home or hospital setting. They have had the home since 1988, and have been trying to keep up with repairs. The requested funds will renovate the second floor bathroom, as well as tuckpointing the foundation. Renquist asked if the organization is in compliance with federal, state and local laws, regulations and ordinances for previously funded CDBG or Home funding projects. Gray stated yes. Renquist asked how this program compares to Successful Living. Gray replied that their program is designed specifically for people with chronic mental illness. She said she believes they have the same kind of goals. Holt asked if they have a lot of connections with other organizations that serve mentally ill in the community. Gray stated they do work with many agencies in the community. Stewart asked how they utilize volunteers. Gray advised that they don't use volunteers with the boarding house because of confidentiality issues. Some of the issues are very personal and very intense, and they feel it is best to keep that with the staff. The Hillcrest Board is comprised of volunteers. They have also utilized volunteers with the group home. Severson asked what kinds of rents they would be charged with. Gray stated they charge room and board. Board is $175 per month which includes food and utilities; rent is $260 for a single room and $180 for a double room. Schmuch asked if they received assistance from SSDI or SSI. Gray stated both. Nasby asked how much confidence they have in the bid information. Gray stated they had a contractor come in prior to the funding application, so they are confident. Schmuch asked how long they planned to stay in this house. Gray stated they are planning on staying where they are. Foxboro Ridqe/Emerson Point - Bob Burns, Jesse Burns, Alaina Welsh Bob Burns introduced himself, Jesse Burns and Alaina Welsh, the architects and developers for Foxboro Ridge and Emerson Point. He stated they would combine the two presentations. Jesse Burns stated that these are affordable rental housing projects with support services consisting of 30 dwelling units that will be rented at fair market rent ($395 for one-bedroom and $508 for two- bedroom). They do accept Section 8 rental assistance. All 30 units in both buildings are 100% accessible, built for disabled and elderly households. They plan to serve homeless seeking permanent housing or persons moving on from transitional housing, and will give priority for vacant units to households between 0-30% of median family income. They have a large waiting list for their current project. Phase I is completed and 20 units are rented with 13 pending. Alaina Welsh described the support services they offer. They have an on-site support service office with regular office hours by Mercy Home Health and Successful Living. Some of the Housing and Community Development Minutes February 15, 2001 Page 10 services will include budgeting, financial & nutritional counseling, chore services, support group facilitation, and skilled nursing care by Mercy Home Health as necessary. Bob Burns stated that Alaina is a staffperson with a background in social work as well as a graduate degree in urban and regional planning. Burns stated that the site is an infill site in western Iowa City. He said the project has been considered one project built in four phases at the request of the City. Two phases have been implemented, and they are now applying for the third and fourth phases. After all four phases are in place, the operating budget will support a full-time site manager and maintenance person. They have a deed to both sites, all the infrastructure is in place, and they are ready to build. If they are granted this funding, the City funds would leverage an additional $2.5 million in funds from other sources. The requested funding is a fully amortized loan that they will repay to the City in full in 30 years. They plan to make a debt service each year of $10,600. They also pay property taxes the entire time. The affordability period under the Home program is 20 years; 50 years under the low income housing tax credits. The project meets all National Home objectives. It's near the Fairway and Harding Drug Store in western Iowa City. These 120 units were recognized by the City Steps as part of the supply side when calculating demand. Burns passed around photographs of Phase I. Schmuch asked what the units will look like inside as far as accessibility. Burns stated that all units all have grab bars, turning radius is full five foot turning radius in the bathroom, all counter heights are 34", all ranges are front control, the sink in kitchen is removable. All doorways are wide, and all appliances are designed for accessibility. Welsh stated that the carpet was low pile and there are pull cords in the bathrooms and bedrooms. The vanities in the bathroom are removable so a wheelchair can wheel underneath the sink. Burns stated all the support spaces are also accessible. Correia asked if the units will be for people 55 years and older and for people with physical disabilities. Bob Burns stated they include physical and/or mental disabilities. Correia asked if there was any age eligibility with that. Burns stated there was not. Correia asked if that would include families with children, and if there was a disabled child would that qualify. Burns stated that if they were disabled, yes that would, but he didn't know if just having a disabled child would qualify the family. There are 28 1-bedroom and 2 2-bedroom units. Gutting asked if they will accept partial funding. Bob Burns stated that rather than accept partial funding, they would probably prefer to fund one project rather than both. Page asked about some of the services they propose as far as whether they are being applied for Phase I residents. Welsh stated that there is a support service in the Phase II building. Concord Terrace did not initially have a support service but all tenants are welcome to participate in the services provided in the other buildings. Additional phases will allow for support service providers to be in the area for longer periods of time and more frequently. Severson asked how they are going to fund the services they provide. Welsh stated that it will be a combination of ways, Each provider has their own funding source. Some of the services will be provided free to tenants; some at a reduced cost including wellness checks, blood pressure, glucose, nutritional counseling, spiritual care. Some residents will have Medicare or Housing and Community Development Minutes February 15, 2001 Page 11 Medicaid that will cover the skilled nursing services. They be more encouraged to utilize services if they are in the building and others are using it. Schmuch asked if there was a sliding scale arrangement. Welsh said the agencies have a sliding scale arrangement. Gutting asked when the expected completion date was for Phase II. Bob Burns stated that Phase II has a completion date of fall 2001, which would be close to the start of construction of Phase Ill. Stewart asked when was the actual award of the funds expected. Burns said September was what was planned. Renquist asked if the organization is in compliance with federal, state and local laws, regulations and ordinances for previously funded CDBG or Home funding projects. Bob Burns stated yes. He stated they have proven their tenant profile at the Citizen Building. Nasby asked whether the fair market rent level was geared to the 20 year compliance or the 50 year compliance. Bob Burns stated he believes that it is 20 years under the Home program. Jesse Burns said it would depend on what applications they made for the tax credit application. So it would be for the 50 years. Welsh said that the rules for the tax credit have not been established yet. Correia asked if there was bus service. Burns stated it was 1/10th of a mile away. Rubv's Pearl- Kvmb,/rlv Koester, Laura Crosslev Koester and Crossley introduced themselves as co-owners of Ruby's Pearl, a new business opened 8 days ago. They run a feminist health and body resource shop and a resource center for Iowa City and the outlying areas working with Emma Goldman, DVIP, RAC and other agencies. They will provide supplies not found in stores, books dealing with gender issues and positive body issues. They are one of five stores nationwide like this. Koester passed out copies of articles from the Press-Citizen, the Daily lowan, and the Garlic Press. Renquist asked if the organization is in compliance with federal, state and local laws, regulations and ordinances pertaining to this proposal. Koester clarified that they are up to code, have met with a lawyer and have talked with a couple of other local business owners who said yes. They've contacted federal, state and local levels on what they will need, and have all their ID numbers. Stewart asked about other funding. Koester stated that bank interest was high at Hills Bank, and they assumed that the other banks would be similar. Stewart asked about a LIFT loan for women in business. Koester stated they had gone to Pappajohn's small business center and the women's business center in Coralville about loan opportunities. It is possible they will apply for the SELF loan through the women's loan department if this funding doesn't go through. Page asked if they liken themselves to RAC. Crossley said they do consider themselves a resource center, but they consider the products they carry to provide tools for people so it's like taking it another step further. They do cooperate with RAC as far as events. Long asked if they have accessible entrance to the store. Koester said they have talked with the landlord and he has said he doesn't have to comply with the laws because of the year the building was built, but they would like to see it done. It has other entrances but you have to go through stairs. Rousing and Community Development Minutes February 15, 2001 Page 12 Renquist asked if the funding would allow the staff positions to have health care. Koester said it was a goal for them. Renquist asked if they could survive with partial funding. Koester stated they could because they have looked into that when putting together their application. The reason they are hoping for the grant/loan is they could have a living wage and not be scraping by. Nasby asked if they understood that a requirement would be that jobs would be 3 years in duration. Koester stated that the reason they put the 1.5 years down because they could hopefully be self-sustaining by that time. Renquist asked that they provide the supporting documentation as to why the project is needed. How exactly will it feed a need in the community. Koester said it talks about that in the articles, and they do have documentation they can provide about the groups they are working with and the programs they want to provide. Renquist asked if those programs were already committed. Koester said yes, and that is only the beginning. They have a book of suggestions. Nasby advised that part of their lease payment needs to go toward property taxes to qualify for the application. He asked if they were a not-for-profit that is except from taxes. Koester said they are not non-profit; they are a business. Page asked if the affiliations with RAC and RVAC were a way of leveraging human resources and volunteerism. Koester said that was true - the people who want to hold the workshops in their space are not asking for money, they are volunteering to do this. Koester also hopes to bring in professional educators that they would need to pay. Page asked if there will be a fee people will be asked to pay for attending the workshops. Crossley said it would depend on who they bring in and what they require. They do not plan to charge for workshops, but would accept donations. They would like their products and programs to be accessible to a large amount of people. Koester said if fees were required they hope that their business can be self-sufficient in order to pay them. Long asked if they have a business plan with the small business center or anyone else. Koester said they have been meeting with Chris Paycek with Pappajohn to talk about ideas and steps they will need to take. They have been reviewing books and pamphlets, and have been talking with other small business owners. Stewart asked if they had any bank debt at this time. Koester stated they did not. Gutting moved to adjourn. House seconded. The meeting adjourned. Next meeting is March 20th' Kathleen Renquist, Chairperson Minutes submitted by Neana Saylor HCDC02-15-01Cloc HOUSING AND COMMUNITY DEVELOPMENT COMMISSION TUESDAY, MARCH 20, 2001 SENIOR CENTER MEMBERS PRESENT: Rick House, April Gutting, Denira Gadson, Kathleen Renquist, Lucla-Mai Page, Amy Correia, Gretchen Schmuch, William Stewart, Gretchen Holt MEMBERS ABSENT: None STAFF PRESENT: Steve Nasby, Steve Long, Angela Williams OTHERS PRESENT: Catherine Lane, Marlin Wiskus, Donna Wiskus, Kymbyrly Koester, AlainaWelsh, Jesse Burns, Maryann Dennis, Charlie Eastham CALL TO ORDER Chairperson Renquist called meeting to order at 6:30 P.M. APPROVAL OF MINUTES OF FEBRUARY 13, 2001 Motion: Gadson moved to approve the minutes, Gutting seconded the motion. The motion carried by a vote of 8-0. APPROVAL OF MINUTES OF FEBRUARY 15, 2001 Correia noted some corrections. Motion: Gadson moved to approve the minutes with changes. Holt seconded the motion. The motion carried by a vote of 8-0. PUBLIC/MEMBER DISCUSSION OF ITEMS NOT ON THE AGENDA Renquist passed out recent information that had been forwarded to the Commission including a letter from Old Brick Foundation. Gutting asked if a decision needed to be made on Old Brick. Renquist said yes. Motion: Gutting moved to allow them to keep the funds until June 30, 2001 and if they haven't used the funds by that time then recapture them. Schmuch seconded the motion. The motion carried by a vote of 9-0. REVIEW OF FY02 APPLICATIONS FOR CDBG/HOME FUNDING Gadson excused herself from the discussion. H ~ll HOUSING AND COMMUNITY DEVELOPMENT COMMISSION MINUTES MARCH 20, 2001 Page 2 Renquist said she had a call from Chrissy at Emergency Housing who said she'd be willing to consider partial funding for any of their projects. She just needs to know so she can try to obtain funds from other sources. Salvation ArmV - Rehabilitation of Rental Housinq Schmuch asked why some members didn't fund this one. Correia said she didn't rank it because none of the units are accessible and because they listed future uses as emergency housing or staffing. Gutting said she didn't feel the rent targeted low income with one-bedrooms being $450 and two-bedrooms being $550. Also, the fact that they weren't accessible. Holt said she ranked it high with the understanding that rent would go down after the first year. She said she understood there was some requirement for faith-based involvement and didn't think funds could be used if that were the case. Nasby said there were no requirements of the tenants. Metro Plains Development - Construction of Rental Housinq Schmuch said she liked that it is multi-family housing with low cost per person. She said she liked the design and how it fit into a neighborhood. House said he ranked it high because it has 90 bedrooms at the lowest cost per bedroom of any program. He said it's the lowest percent of public funds. He said the only thing he didn't like is the interest only loan, but they do pay taxes. Correia said she didn't rank it because it wasn't a local company and because it's a for-profit, so they have more leveraging for private dollars. Schmuch said it meets a priority need of family housing. Stewart said he went with his ranking sheet and ran out of funds. Habitat for Humanit,/- Land Acquisition Renquist said they got a high ranking from her but she went for one site instead of two. HOUSING AND COMMUNITY DEVELOPMENT COMMISSION MINUTES MARCH 20, 2001 Page 3 Page said she went for two sites. Stewart said he thinks they are not hurt by partial funding, Greater Iowa CitV Housinq Fellowship - Student Built House No discussion because everyone allocated the full amount, Greater Iowa City Housinq Fellowship - Construction of Rental Housinq House said his initial objection was the amount of the funding and it's the highest cost per bedroom and unit, He said irs a high amount of public funding and he wants to look at it further. Schmuch said she looked at it in the context of being part of the peninsula project. Stewart asked if there's a 12-plex and 7 additional units. He asked what it would cost if they didn't fund the 12- plex and funded the other units. Eastham said the 12-plex is the Housing Authority's portion of the project. He said the problem with not acquiring the land this year is that the land won't be available at a 10% discount after this year. Stewart said he is concerned whether this project can be done in this time frame with lawsuits, etc, He said it's hard for him to give 43% of the money to one agency. Foxbore Ridqe LP - Construction of Rental Housinq Schmuch said she was concerned with the extremely high public cost per person. She asked about legal matters with accessibility, She understood there had been an 80-year old woman who had been banged up on the ice. Jesse Burns said it was an alleged situation and to bring it up here is a little unfair. He said they are in compliance. He said they are talking about a sidewalk that they have the right to use but don't own. He said irs owned by a neighboring building. He said their main goal is to provide accessible and affordable housing. He said what is going on with this citizen is no reflection on their intentions of what they want to do with these projects. He said Phase I is complete and Phase II is on schedule to be completed this fall. Holt asked how many units of Phase I are leased. Alaina Welsh said all but eight units with more than 8 applications on file. HOUSING AND COMMUNITY DEVELOPMENT COMMISSION MINUTES MARCH 20, 2001 Page 4 Burns said it takes a lot of public subsidy to do a project like this and to keep rent at $300/unit. He said they are only asking for $9000/unit of City HOME funds and the rest is coming from state funds. He said if they don't bring those funds to Iowa City those tax credits will go to Des Moines or Cedar Rapids. Stewart said he likes the Iocalness of this project+ House said it is a lower cost per unit than Greater Iowa City but it does have less private investment. He said he couldn't fund both projects; Phase III and Phase IV. Page said she liked the first two projects but she would rather fund Phase HI and see Phase IV come back next year. EmerqencV Housinq Project - Utility Deposit Assistance Schmuch said the reason she gave it a small allocation was to give it a pilot funding and see how it works. Correia said it is a big need for the community. Page said she ranked it fairly high but kept coming back to the sense of ownership issue and who gets the money back when they move out. Stewarlc said there is more incentive to maintain a home if the deposit is the tenant's. Correia said the people needing the assistance are very aware they need to maintain an apartment and have good landlord references but that utility deposits are a big barrier when they are trying to provide for their kids. She would definitely want the money to go back to the fund if they moved out. Gutting asked if there were other programs in Iowa City that provide deposit assistance. Maryann Dennis said the Greater Iowa City Housing Fellowship has deposit assistance. They only have 10 per year and the applicants pay it back. Stewart said he thinks that is great because if they are trying to get people out of a rut and they don't have that deposit; how would they move. EmerqencV Housina Project - FacilitV Rehabilitation Everyone funded fairly closely. Stewart said it was his lowest ranked but he would agree to fund. HOUSING AND COMMUNITY DEVELOPMENT COMMISSION MINUTES MARCH 20, 2001 Page 5 Holt asked if it could be partial funding. Renquist said any of the Emergency Housing Project items could be partial. EIder Services - Small Repair Proclram Correia asked if they got money last year. Nasby said they got $25,000 last year. Schmuch said she refers to the program a lot and it offers a lot of bang for the buck. She said it allows people to stay in their homes longer with a few minor repairs. Stewart said one of the problems he has with it is that it is an ongoing CDBG project and it doesn't seem like there's any way to find other funds for it. He said the intent of the money is to fund something initially and not to be a place to come for money year after year. Gary Smith said they do seek other funds though not in this amount. He said they have to seek other funds because they serve all of Johnson County and this is strictly for Iowa City. Cotrein said there doesn't seem to be other pots of money for this and it serves different people every year. She said it maintains the housing stock. Smith said it is a great fit for City STEPS. Stewart asked about the formula for assessing elderly income. Gary explained the formula they use. Nasby explained the Housing Rehabilitation formula. Gary noted that the median repair cost is $300. Successful Livinq - Homeless Services Correia said she was comparing this and Emergency Housing Project - Shelter Coordinator and chose the EHP. Schmuch said she felt that neither could handle partial funding. 4 let HOUSING AND COMMUNITY DEVELOPMENT COMMISSION MINUTES MARCH 20, 2001 Page 6 Page said the initiatives these programs want to move ahead with need the people and staff to move ahead. Schmuch said she was concerned whether a half-time person could meet the objectives. Holt said she likes this project but didn't rank it very high. She gave it about half of what they asked. She said that was partly because there are lots of services in town and recognizes people don't avail themselves of those services. She thought maybe they would if they had to. Salvation Army - Food Storac~e and Distribution Schmuch said she didn't fund it because she felt it was the City's responsibility to fund that. Gutting said she didn't feel it was as important as the other projects they had. Correia said if the City funds a deer kill, they should extend the funding for storage and distribution. Furniture Proiect - DVIP No discussion because everyone allocated the same. Family Services - Consumer Credit Counselincl No discussion because everyone allocated the same. Eaeles Fliqht - Minority Women's Health Initiatives Page said she ranked it well but did not give it full funding. She feels it addresses a need in the community that they haven't seen before. Gutting said in ranking she considered that something they had previously funded hadn't been completed yet. She said she was under the impression that they had received lots of funding from other sources. Correia liked that this would use youth workers as a type of youth development project. Page said it addresses an unmet need. Correia asked Kenneth Ratlift of Eagles Flight what would be needed to sustain the project and if they could handle partial funding. HOUSING AND COMMUNITY DEVELOPMENT COMMISSION MINUTES MARCH 20, 2001 Page 7 He said they're looking for someone to develop the health initiative and the youth involvement as well as get the garden started. Gadson spoke from the audience and said it wasn't just about the garden but also promotion and someone to provide consistency with oversight. Page asked if it was possible to padner with the schools where the students could get credit for classwork instead of pay. United Action for Youth - Facility Acquisition No discussion. No one allocated any money. Pathways Adult DaY Care - Facility Acquisition Stewart said this could possibly be all in a declining balance loan. The woman from Pathways said there are a lot of possibilities. She said of course if the funding was less they would have to increase income or decrease costs in other areas. Stewart asked if they had the average allocation, could they deal with that? She said yes. Correia said the way she went about ranking it was going back to City STEPS and looking at childcare being a high priority. Stewart asked if the others would fund it fully if the difference came by a loan where the principle was paid back. The woman from Pathways said it wasn't realistic to increase fundraising. She said they would have to reduce where they were expanding. She said they would have to hold off on the building remodeling and renovation and the dementia unit would have to wait. Schmuch said she thinks it's important that they have a permanent home location. Neiqhborhood Centers of Johnson County - Facility Rehabilitation There was general consensus to try to fund fully. Correia said they serve a lot of low-income families. HOUSING AND COMMUNITY DEVELOPMENT COMMISSION MINUTES MARCH 20, 2001 Page 8 Hillcrest Family Services - Facility Rehabilitation Everyone funded fully except Renquist. 4C's Community Coordinated Child Care - Facility Renovation Stewart said it did not rank high on his sheet. He said there is no payback and they don't pay property tax. Correia said it strengthens the infrastructure of providing affordable child-care and offers training for providers. They provide services to homeless children. RubV's Pearl - Micro-Enterprise Start-up Page said the project is a good one and fits Iowa City very well. She said she thinks they have the support of the community to make this viable. Correia said she thinks it is a high priority in the City STEPS as far as developing a micro business. Stewart said it seems like they are benefiting few people. Page said they don't see projects like this come before the Commission. Stewart said he thinks they could have exercised better judgment and received a women's business loan at a low interest rate. Holt said she thought the presentation was good but had a little trouble with the paperwork. She said she likes the downtown location. Correia said you couldn't look at just number of people served. She said in one of the support letters it was mentioned the barriers women face in leveraging capital. House said they haven't seen projects like this. He said over the years they haven't been very successful in supporting new ventures like this. He looked at jumpstarting a business that could be beneficial in the long run. He said it's an opportunity for the Commission to encourage this. Extend the Dream Foundation - Micro-Enterprise Start-up Schmuch said she wishes they were buying instead of renting but thinks it is a good location. HOUSING AND COMMUNITY DEVELOPMENT COMMISSION MINUTES MARCH 20, 2001 Page 9 Correia pointed out that this is a non-profit organization. City of Iowa City - Economic Development Fund Renquist said she didn't fund because it's not a project. Correia said she gave it zero also because there isn't a project and because the things listed as what it would be used for were low priority. Stewart suggested funding fully with a mandate that they fund Extend the Dream and Ruby's Pearl as their first two projects. Correia said the City gave themselves half a million dollars for economic development and the CDBG funds are for low-income. She said the purpose of the City's economic development is to increase the tax base and the purpose of CDBG funds is to not increase the tax base. OLD BUSINESS None. NEW BUSINESS Renquist said they needed to form a committee to prepare the justifications memo by March 28, 2001. It was decided the committee members would be Schmuch, House and Renquist. Nasby said on April 2, 2001 there is a City Council work session to include time for representatives of the Housing and Community Development Commission to speak to the Council. Renquist said she would like to see most of the Commissioners there. Nasby clarified that it was just a work session. Renquist explained her process for ranking and funding. ADJOURNMENT The meeting was adjourned at 9:00 p.m. MINUTES E p ~7~ Page, Amy Correia, Gretchen Schmuch, William Stewart, Gretchen H~ ~ STAFF PRESENT: Steve Nasby, Steve Long, Angela Williams OTHERS PRESENT: Theresa Guither, Laura Crossley, Tom Walz, Dennis Byron, Pat Ciha, Ron Bradley, Greta Weiss, Marlin Wiskus, Donna Wiskus, Ga~ Smith, Jo Benson-Vo~ald, Aaron Rempp, Alaina Welsh, Jesse Burns, Kymbyrly Koester CALL TO ORDER: Renquist called the meeting to order at 6:31 p.m. PUBLIC/MEMBER DISCUSSION OF ITEMS NOT ON THE AGENDA: None DEVELOPMENT OF A FY02 BUDGET RECOMMENDATION TO COUNCIL: Nasby reported that the budget tonight is $1,520,000, because of additional program income and funds previously earmarked for contingency. Renquist suggested that public service be allocated first. The highest ranked in this category was the DVIP furniture project. Motion: Schmuch moved to allocate $13,500 to the DVIP Furniture Project. Holt seconded. The motion carried 8-0. Renquist reported that the Emergency Housing Project Shelter Coordinator asked for $30,000, and the average allocation amount on the scenario is $20,313. Motion: Stewart moved that $15,000 be allocated to the EHP Shelter Coordinator. Schmuch seconded. The motion failed on a 3-5 vote, with Schmuch, Stewart and House voting in favor and Gutting, Renquist, Page, Correia and Holt against. Correia stated that it is important that the EHP have a full-time shelter coordinator. and this project is ranked 4th out of everything that was ranked, Page stated she would prefer to fund them the full $30,000 request, Schmuch said you need to look at the whole picture and not compare with Successful Living. Correia said she felt they were the same kind of service. Holt asked what happens if they receive a small Housing And Community Development Commission Minutes March 22, 2001 Page 2 amount of their request. She felt it may have a huge impact on something else. Willlares stated that Chrissy stated she would accept partial funding. Schmuch stated that the EHP, Eagle's Flight and Successful living are all new positions. Page asked if $15,000 was allocated for the shelter coordinator and $15,000 for Successful Living. how much would remain for Eagle's Flight. Nasby stated it would leave not quite $10,000. Page suggested we look at rankings. Correia stated that stretching the funds for everyone will leave some short. She would prefer to fully fund projects that are really needed. Lower ranked projects may be able to find other funds for their projects. Motion: Correia moved that the EHP be funded $30,000. Page seconded. The motion failed, with Page, Gutting and Correia voting in favor and Schmuch, Stewart, House, Renquist and Holt against. Motion: Schmuch moved that the Consumer Credit Counseling be fully funded at $4,925. Page seconded. Vote: 8 in favor. Motion passed. Motion: Page moved that the Salvation Army Food Storage and Distribution not be funded. Stewart seconded. Vote: 8 in favor, motion passed. Stewart stated that the City has said they wil~ be funding this project. Gutting stated there was $34,575 left in Public Services. Holt stated that Eagle's Flight has requested $30,000, and it was her understanding that they need at least $15,000 in funding. Page stated that if they funded $15,000 to Eagle's Flight they would not be able to provide appropriate funding to the other two projects. House stated that it looked like they were split on funding Eagle's Flight or Successful Living at $15,000. Page reiterated that if they fund EHP Shelter Coordinator at $30,000 that would leave $4,000, which doesn't provide much to the other two projects. Correia asked how much of the Eagle's Flight budget was for salaries for youth workers, and if that could be considered economic development. Schmuch stated that they have to be full-time jobs to qualify as economic development. Page asked which would be more beneficial, half-time or quarter-time position to the EHP Shelter Coordinator. The consensus was that a quarter time position would not be beneficial. Holt suggested that they could fund EHP at $25,000 and they may be able to find the remaining funds elsewhere. Motion: Holt moved to fund EHP Shelter Coordinator at $25,000. House seconded. Motion passed with 7 in favor and Stewart opposed. Nasby reported that leaves $9,575 in funding in public services funding. Holt stated that this amount would probably not do Successful Living much good because they are requesting funding for one position. However, with Eagle's Flight there are a number of items in their request. Stewart stated that they could consider using the remaining funds elsewhere. Page felt that it may do some good and she would like to consider allocating it to Eagle's Flight. Denita Gadson stated that the point of having the Housing And Community Development Commission Minutes March 22, 2001 Page 3 youth volunteers is to get them involved in the youth garden, and the supervisor is necessary to oversee it. She said they may be able to amend the proposal with regard to the youth garden. She stated that they would definitely rather have limited funding than nothing. Motion: Stewart moved to allocate $9,575 to Eagle's Flight. House seconded. Vote: 8 in favor. Motion passed. Motion: Correia moved that Successful Living not be funded because there is no money left in the public service budget. Page seconded. Motion carried 7-1 with Schmuch opposed. Motion: Schmuch moved that Extend the Dream Foundation be funded at $105,000. Correia seconded. Vote: 8 in favor. Motion passed. Motion: Correia moved to fund Ruby's Pearl $20,000. Page seconded. Vote: 3 in favor, 5 against. Motion defeated. Stewart asked for a justification of this proposed funding. House stated that this is a new enterprise and they need a boost. He feels that is the purpose of these funds. His recollection was that the Commission prefers to see this funding as a loan rather than a grant. Page stated that they had originally requested $10,000 in a loan format. Schmuch stated she would like to work with more higher ranking projects before making a decision on this project. Renquist suggested they discuss the highest ranking projects and go in order. Gutting suggested that they take care of the projects they had a general consensus on previously and then work on the others in order. Motion: Gutting moved that Neighborhood Centers Daycare Rehab be funded at $23,975. Schmuch seconded. Vote: 8 in favor. Motion passed. Motion: Gutting moved that Hillcrest Family Services be funded at $8,167. Page seconded. Vote: 8 in favor. Motion passed. Motion: Holt moved that EHP Facility Rehab be funded at $1,410. Gutting seconded. Vote: 8 in favor. Motion passed. Motion: Schmuch moved that $300,000 be funded to the Pathways Adult Day Care project. Stewart seconded. Motion carried 8-0. Schmuch stated that the commission has previously discussed providing this as a declining balance loan, and Pathways indicated they would be willing to comply. Schmuch felt that this funding could stave off Housing And Community Development Commission Minutes March 22, 2001 Page 4 further request in the future because this would give them the opportunity to attempt to become more permanent. Motion: Gutting moved to fund $30,000 to GICHF - Student Built House. Page seconded. Vote: 8 in favor. Motion passed. Motion: Stewart moved that Foxboro Ridge be funded at $275,000. House seconded. Motion failed 4-4, with Stewart, House, Page and Renquist in favor and Gutting, Correia, Schmuch and Holt opposed. Schmuch questioned the differences in ranking between 5, 6 and 7 ranked projects. Correia stated she is hesitant about not considering family housing first because it is a high priority in the City Steps. Stewart stated that this project is definitely going to finish, previous phases have been completed, and it is local contractors. Correia reiterated that Phase II was funded last year, and questioned if any family housing was funded at that time. Nasby replied that the commission did fund two 8-bedroom units for HACAP. Correia brought up the Governor's Housing Task Force study finding that there is a big need for 3-4 bedroom units in family housing and not as big a need for elderly and disabled housing. She questioned whether Foxboro Ridge might have other avenues of funding. Page suggested discussion on the number one ranked project. House stated that he felt that MetroPlains is the best investment in family housing regarding the number of units for the money. Correia stated that GICHF housing will always remain affordable, and the MetroPlains is set up for 40 years. House stated there is never any guarantee in the affordable housing industry. Motion: House moved that MetroPlains be funded for $300,000. Schmuch seconded. Motion carried 6-2 with Stewart and Page opposed. Correia asked if MetroPlains would be able to go ahead if they were provided with $200,000 in funding. Schmuch stated that the $300,000 is necessary due to tax credits and match amounts. House stated that they already have the highest percentage of private funding compared to the other projects. He stated that GICHF is the most expensive per-bedroom project. Stewart asked if the land was tied up. Nasby said they have a purchase option on the land. Holt asked House to summarize his itemization of the figures. House stated that, looking at the total cost of the project, MetroPlains has 90 bedrooms, which nets out to $3,333 per bedroom. Correia had concerns about lower cost of building materials causing a lower quality of living for the residents. Schmuch stated that the presentation they gave was pretty solid. Motion: Stewart moved to fund Habitat for Humanity at $50,000. Page seconded. Motion passed 7- I with Correia opposed. Housing And Community Development Commission Minutes March 22.2001 Page 5 Holt stated that the category of housing contains some very low budget things mixed in with very high budget items. She would like to fund some of the smaller budget items. Motion: Schmuch moved to fund EIder Services Small Repair Program at $40,000. Holt seconded. Vote: 8 in favor. The motion passed. Schmuch stated that number was close to the average, and they did a good job in presenting their project and the increase in need and efficiency that would come with a larger sum than last year, Holt stated that at some point she would like to see a breakdown on how many low-income elderly there are in the community to determine if it is still a large need. Motion: Correia moved that GICHF's construction of rental housing be funded at $400,000. Stewart seconded. The motion was defeated by a l-7 vote with Correia in favor. Holt expressed a concern that there would be nothing left for Foxboro Ridge. Correia stated that based on the points in previous discussion, GICHF's proposal allows affordable housing from the start with an integrated neighborhood. Schmuch stated that she feels we need to substantially fund the first-rated project. Stewart asked what the letter in the packet was. Nasby stated that this letter was a funding award from the State of Iowa, who funded this project 100%. Holt questioned the monetary need for the funds from the Commission. Nasby explained that there is a minimum match ratio for local dollars to state dollars, which is 3 state dollars for every 1 ~ocal dollar. Gutting stated that, according to her calculations, GICHF needs $168,000 to meet the minimum match requirements. Nasby stated that the lower the funding, the more significantly the number of units would drop. Motion: Page moved to fund 4Cs Community Coordinated Child Care at $68,000. Correia seconded. The motion failed 3-5, with Page, Correia, and Renquist in favor. Stewart stated he felt there were more important projects. Schmuch said that the toy library was a little less important than the issue of accessibility, teaching and child care coordination. Schmuch stated that they were a new requester this year. Gutting asked if they would be willing to accept a loan instead of a grant. Theresa Guither stated that she does not know the details of the loan, so she cannot speak to that. The details of the renovation include an elevator and renovating the bathroom. She feels that all of the work needs to be done at the same time because of the layout of the building. Correia asked if $30,000 would be acceptable. Guither stated they couldn't do much with that. Schmuch stated it would be easier if there were fewer of the lower ranked items they weren't going to fund. Housing And Community Development Commission Minutes March 22, 2001 Page 6 Motion: $chmuch moved not to fund the lowest ranked project, which is the City of Iowa City Economic Development Fund. Correia seconded. Vote: 8 in favor. Motion passed, Schmuch stated she would not be surprised if Council told them to revise their budget. However, she feels it's the lowest ranked project and the ranking sheets were approved by Council. Stewart said he could justify that if they spent $150,000 in economic development. Page stated that would mean funding Extend The Dream closer to their requested amount and funding Ruby's Pearl. Motion: Page moved to fund $20,000 to Ruby's Pearl. Correia seconded. Vote: 8 in favor. Motion passed. Holt stated that treats the economic development as a category, allowing funds to be mixed, and also asks both start-up programs to raise more money themselves, and meets the City Steps. Motion: Correia moved that no funds be provided to Emerson Point. Holt seconded, Vote: 8 in favor, Motion passed. Motion: Stewart moved to provide no funds to the Salvation Army Rehab of Rental Units. Correia seconded, Vote: 8 in favor. Motion passed, Gutting stated that she agrees because the rents are not targeting low incomes and the project is not handicapped accessible. Motion: Holt moved to fund the Emergency Housing Project Deposit Assistance $5,000 as a trial. Stewart seconded. Motion passed 6-2 with Schmuch and Renquist opposed. Holt stated that there was a lot of discussion previously about providing funds with no payback options. Schmidt felt she would like a better fleshed out plan. Motion: Stewart moved to fund $250,000 to Foxboro Ridge and the remainder, $334,448, to GICHF Construction of Rental Housing. Holt seconded. The motion was defeated 1-7 with Stewart in favor. Schmuch stated that their first ranked project needs more than half funding. She would rather give them at least the average. Page stated that rather taking away from other projects, she would rather fund MetroPlains $200,000 and Foxboro Ridge the funds to complete Phase III. This would leave GICHF the majority of what they were asking for. Correia questioned whether the average allocations would allow those three projects to go forward. Page suggested taking $100,000 from Pathways. The consensus was that is not a good idea. Correia suggested taking $100,000 off MetroPlains and fund Foxboro Ridge at $200,000. This would leave funds for 4Cs. She questioned whether 4Cs could use $50,000. Guither Housing And Community Development Commission Minutes March 22, 2001 Page 7 stated they would try. Stewart suggested $200,000 for Foxboro, $200,000 for MetroPlains, and the remainder for GICHF. Stewart stated that if the average allocations were used for GICHF and Foxboro, the total would be $590,474. Page suggested funding only one lot for Habitat for Humanities at $25,000. Motion: Page moved the allocation for Habitat for Humanities be amended to $25,000, thereby freeing up an additional $25,000. Stewart seconded. Motion passed 7-1 with Gutting opposed. Schmuch suggested using the averages and put the additional $17,974 into GICHF since it is the first ranked project. Stewart asked if Foxboro could work with $163,000. Jesse Burns stated that the minimum funding needed was $234,000 to leverage State Home Funds at 1-3 ratio. He said they would not reject any funding, and would turn the funds back if they couldn't make it work. Page suggested taking $100,000 off the MetroPlains funding, give 4Cs $65,000 and the remainder to GICHF. Stewart suggested taking $50,000 off the MetroPlains funding, which would leave them funded at 83% of their request. He felt that would allow funding for Foxboro Ridge at $230,000 and GICHF at $427,589. Renquist stated that Foxboro Ridge needs a minimum of $234,000 for matching State funds. Motion: Stewart moved to adjust the MetroPlains allocation to $250,000; allocate $234,000 to Foxboro Ridge; and allocate $424,448 to GICHF. Holt seconded. Motion failed on a tie, with 4 in favor and 4 opposed (Stewart, Page, Holt, Renquist in favor), Schmuch expressed concern that this gives GICHF a lower average of request for a #1 project and how much that would cut down what they could meaningfully do with the funding. Stewart responded that their request was for 41% of the entire budget. Chades Eastham stated that a reduction in funding wouldn't affect the cost of the project. They would look for other sources of funding, and assess the project after all funding is received. They don't want to decrease the number of units. Their land price is a one-shot deal Stewart stated an alternative is to not fund Habitat at all. Page felt they should do at least one lot. She would be in favor of reducing the MetroPlains funding by $50,000. Motion: Page moved to amend MetroPlains' allocation to $200,000. Stewart seconded. Motion defeated 3-5. Stewart, Page and Holt in favor. Housing And Community Development Commission Minutes March 22, 2001 Page 8 Schmuch commented that the commission has not funded new construction of family housing for the past three years. They have funded 100 units or more of senior and disabled housing. She is reluctant to take away family housing from this year's budget. Stewart asked if MetroPiains would get by with less than $300,000. Schmuch stated that if they took away $50,000 from MetroPlains and it went to other family housing, she would be in favor. Motion: Correia moved that they not fund Foxboro Ridge. Schmuch seconded. The motion was defeated 3-5 with Schmuch, Gutting and Correia in favor. Stewart stated he feels it is a great project. They know what it's like, and it should have a chance for completion of the third phase. They need certain support from this commission to get their other funding. Motion: Page moved that Foxboro Ridge be funded at $234,000. Stewart seconded. The motion carried 5-3 with Gutting, Correia and Schmuch opposed. Page stated that they could still consider funding 4Cs if they reduce MetroPlains' funding. Guither stated 4Cs would be willing to look at whatever is funded. Schmuch asked what funding MetroPlains needs from this commission for matching funds. Nasby said that MetroPlains needed $234,000 to meet the State's requirements for a match. Holt suggested taking $50,000 off MetroPlains' allocation; $50,000 off Pathways' allocation; and allocating those funds along with the remainder to GICHF. Motion: Schmuch moved to reduce MetroPiains' funding allocation to $250,000. Stewart seconded. Motion carried 7-1 with House opposed. Motion: Stewart moved to allocate the balance of the funding ($424,448) to GICHF. Page seconded. Motion carried 6-2 with Schmuch and House opposed. Motion: Stewart moved not to allocate any funds to 4Cs because there is no funding remaining. Schmuch seconded. Vote: 7 in favor; 1 against. Motion passed. Motion: Holt moved to approve the budget and to make this recommendation to City Council. Stewart seconded. Vote: 8 in favor. Motion passed. Motion: Schmuch moved that the City handle the terms of the loans. Stewart seconded. Vote: 8 in favor. Motion passed. Motion: Stewart moved that if any projects fail and funds are recaptured, they discuss at a later meeting. Correia seconded. Vote: 8 in favor. Motion passed. Housing And Community Development Commission Minutes March 22, 2001 Page 9 Renquist presented a letter from Denita Gadson outlining her resignation from the Commission effective immediately. The members of the Commission thanked Denita for her years of service and hard work. NEW BUSINESS Nasby asked any commission members who are interested to attend the work session meeting with the City Council. The public hearing will be April 17th. Nasby asked if June 1 would work for Community Development Week. They are looking for a common date that the House and Senate are in recess. Steve Long advised that this is a yearly party to celebrate community development, and is traditionally held in one of the locations of the projects from that year. They recognize outstanding projects and hand out the checks. Nasby outlined the current suggested locations: Hanna's Blessing; ESA; Student Built House near City High; Furniture Project's new site at the landfill; and the Salvation Army. He asked commission members to consider these locations and come up with other recommendations. The theme is Building Communities Coast to Coast. Renquist stated that they traditionally present an award to someone in the community and need a keynote speaker. She asked commission members to come up with suggestions. Page moved to adjourn. Stewart seconded. Meeting adjourned at 8:43 p.m. PROJECTS RECOMMENDED FOR FY02 CDBG AND HOME FUNDTNG HCDC (3/22/01) Reauest Recommendation ECONOMZC DEVELOPMENT PROJECTS (Est. Set-aside $125,000) Micro-Enterprise Start up - Extend the Dream Foundation $124,230 $:[05,000 Micro-Enterprise Start up - Ruby's Pearl $ 50,000 $ 20,000 Subtotal $174,230 $125,000 PUBLZC SERVZCE PROJECTS (FY02 Statutory Cap $158,000) Furniture Project - Domestic Violence Intervention Program $ 13,500 $ 13,500 Shelter Coordinator - Emergency Housing Project $ 30,000 $ 25,000 Consumer Credit Counseling - Family Services $ 4,925 $ 4,925 Minority Women's Health Initiative - Eagles Flight, Inc. $ 30,000 $ 9,575 Aid to Agencies $105,000 $105,000 Subtotal $183,425 $158,000 PUBLZC FACZLZTZES PROJECTS (Est. Set-aside $432,000) Facility Rehabilitation - Neighborhood Centers of 3ohnson Co. $ 23,975 $ 23,975 Facility Acquisition - Pathways Adult Day Care $ 350,000 $ 300,000 Facility Rehabilitation - Hillcrest Family Services $ 8,167 $ 8,167 Facility Rehabilitation - Emergency Housing Project $ 1,410 $ 1,410 Subtotal $383,552 $333,552 HOUSZNG PROJECTS (Est, Set-aside $1,109,810) Affordable Rental Units - Greater Iowa City Housing Fellowship $623,467 $424,448 Affordable Rental Unit - Foxboro Ridge $275,000 $234,000 Student Built House - Greater Iowa City Housing Fellowship $ 30,000 $ 30,000 Affordable Rental Units - Metro Plains Development $300,000 $250,000 Small Repair Program: EIder Services, Inc. $ 50,000 $ 40,000 Land Acquisition - Habitat for Humanity $ 75,000 $ 25,000 Deposit Assistance Program - Emergency Housing Project $ 30,000 $ 5,000 Housing Rehabilitation: City of Iowa City $200,000 $200,000 Subtotal $1,583, 't67 $1,208, 448 ADMINISTRATION HOME Program AdministFation $ 71,600 $ 71,600 CDBG Program Administration and Planning $170,000 $170,000 Subtotal $241,600 $241,600 TOTAL $2,397,152 $2,066,600 SOURCES OF FUNDS FY02 CDBG Entitlement $970,000 FY02 CDBG Estimated Program Tncome $ 20,000 Unbudgeted FY01CDBG Program Income $ 50,190 Unexpended FYOiCDBG Funds (from contingency and projects) $188,410 TOTAL CDBG $1,228,600 FY02 HOME Allocation $716,000 FY02 HOME Estimated Program Income $ 23,000 Unbudgeted FY01HOME Program Xncome $ 4%000 Unexpended FY01 HOME Funds (AHFP) $ 50,000 TOTAL HONE $ 838,000 FY02 TOTAL $2,066,600 PART ZTT PRO3ECTS RECOMMENDED FOR FY02 CDBG AND HOME FUNDZNG HCDC (3/22/01) Request Recommendation Paqe ECONOMZC DEVELOPMENT PRO3ECTS (Est. Set-aside $125,000) Micro-Enterprise Start up - Extend the Dream Foundation $124,230 $105,000 p. 62 Micro-Enterprise Start up - Ruby's Pearl $ 50.000 $ 20.000 p. 74 Subtotal $174,230 $125,000 PUBLZC SERVZCE PRO3ECTS (FY02 Statutory Cap $158,000) Furniture Project - Domestic Violence Intervention Program $ 13,500 $ 13,500 p. 81 Shelter Coordinator - Emergency Housing Project $ 30,000 $ 25,000 p. 90 Consumer Credit Counseling - Family Services $ 4,925 $ 4,925 p. 102 Minority Women's Health Initiative - Eagles Flight, Inc. $ 30,000 $ 9,575 p. 111 Aid to Agencies $105,000 $105,000 Subtota/ $183,425 $158,000 PUBLZC FACZLZTZES PRO3ECTS (Est. Set-aside $432,000) Facility Rehabilitation - Neighborhood Centers of 3ohnson Co. $ 23,975 $ 23,975 p. 123 Facility Acquisition - Pathways Adult Day Care $350,000 $300,000 p. 134 Facility Rehabilitation - Hillcrest Family Services $ 8,167 $ 8,167 p. 146 Facility Rehabilitation - Emergency Housing Project $ 1,410 $ 1,410 p. 90 Subtota/ $383,552 $333,552 HOUSZNG PRO3ECTS (Est. Set-aside $1,109,810) Affordable Rental Units - Greater Iowa City Housing Fellowship $623,467 $424,448 p. 159 Affordable Rental Unit - Foxboro Ridge $275,000 $234,000 p. 175 Student Built House - Greater Iowa City Housing Fellowship $ 30,000 $ 30,000 p. 191 Affordable Rental Units - Metro Plains Development $300,000 $250,000 p. 202 Small Repair Program: EIder Services, Inc. $ 50,000 $ 40,000 p. 218 Land Acquisition - Habitat for Humanity $ 75,000 $ 25,000 p. 230 Deposit Assistance Program - Emergency Housing Project $ 30,000 $ 5,000 p. 90 Housing Rehabilitation: City of Iowa City $200.000 $200,000 Subtotal $1,583, 467 $1,208,448 ADMXNXSTRATZON HOME Program Administration $ 71,600 $ 71,600 CDBG Program Administration and Planning $170,000 $170,000 Subtota/ $241,600 $241,600 TOTAL $2,397,152 $2,066,600 SOURCES OF FUNDS FY02 CDBG Entitlement $970,000 FY02 CDBG Estimated Program Income $ 20,000 Unbudgeted FY01CDBG Program lncome $ 50,190 Unexpended FY01CDBG Funds (from contingency and projects) $188,410 TOTAL CDBG $1,228,600 FY02 HOME Allocation $716,000 FY02 HOME Estimated Program Income $ 23,000 Unbudgeted FY01HOME Program Income $ 49,000 Unexpended FY01 HOME Funds (AHFP) $ 50,000 TOTAL HONE $ 838,000 FY02 TOTAL $2,066,600 APPLICATION FOR COMMUNITY DEVELOPMENT BLOCK GRANT JAN 17 OOf 1. Name of projed Micro Business Development Project For Low-Income Persons With Disabilities- ,, "Uptown Bilrs Small Mall" 2a. Total amount of CDBG funds requested $124,230.37 2b. Grant $124,230.37 3. Name and address of applicant/organization, Extend the Dream Foundation, Inc 915 E. Davenport St Iowa City, IA 52245 4. Contact Person: Thomas Walz Phone Number: 338.1116 or 335.1273 Fax Number: 319.3351711 Eraall Address: _Thomas-walz@uiowa edu 5. Location of Proposed Project 401 S Gilbert St Iowa City, IA 6. CITY STEPS Objective Economic Development Needs 7. Requested are funds in the amount of $124,230.37 to cover costs of a three year lease for property located at 401 S. Gilbed. The probedy would be used to house microbusinesses to be owned and operated by low-income persons with moderate to severe disabilities. The goal of the project is to help these persons achieve their highest degree of self-sufficiency; mentally, socially and financially. The applicant agency is the Extend the Dream Foundation, Inc. (EDF), a 501 C-3 organization established to promote employment opportunities for persons with disabilities and to undedake programs of education and advocacy aimed at improving public understanding and acceptance of persons with disabilities. The project is designed as a "small mall" to be known as "Uptown Bill's Small Mall". The mall would consist of five independent and co~ecated microJbusinesses - a coffee shop (Uptown Bill"s), a bookstore (Praide Lites), a small furniture and antique store (Leslie's Luxuries), a student service center with copy services, stamps, etc. (Mr. Ed's Super Graphics) and a tea shop which offers light counseling (Tea and Sympathy). A total of five ownership possibilities and a minimum of 30 additional pad-time employment oppodunities for persons with disabilities would be made possible through the project. The co-located micro-businesses would additionally provide a suppodive social environment for the staff, as well as the customers served by the micro businesses. The small mall project would be designed to provide a relaxed, consumer-friendly environment, not unlike that which can be found at Wild Bill's Coffee Shop. People and their relationships would be a shared focus, along with generating revenue, of the micro-businesses. The "bottom fine" would be to help persons with disabilities achieve their highest level of self-sufficiency, while concurrently affording them a supportive and satisfying environment Other suppedlye employment programs for persons with disabilities in Iowa City would assist in the development of the project. These collaborators include Employment Systems, Arc of Johnson County, Project Impact of the Department of Out Patient Psychiatry, The Everett Connor Center for Independent Living, Goodwill Industries Inc and The Consumer Resource Outreach Project (CROP). Representatives of these organizations would form a professiona~ project advisory committee to the EDF. In addition, a local smalt businessperson's advisory committee has been established to help with micro-business stad ups and sustainability challenges Accepting roles on this committee are Jeff Larsen (former co-owner of the Iowa City Yacht Club), Mark Weaver (owner of Active Endeavom), David Panther (owner of Hamburg Inn), Jane Williams (co- owner of Nodhside Book Market), Richard Leuellen {owner of Blinds and Designs), James Hards (owner of Praide Lights), Dean Keegan (Attorney at Law) and Dennis AIbdght (owner of Graphic Printing). The University of Iowa Small Busin'ess Development Center would provide technical assistance and assignment of student intems to the project, as would the University of Iowa's School of Social Work. The five micro-business owners would be trained in entrepreneurship and business management by the BASE program (Business Assistance Services for Entrepreneurs), which is certified by the Iowa Department of Economic Development. The state of Iowa branch of AmeriCorpsNISTA program has a contract with the EDF for three VISTA'S to be assigned to the project annually for the duration of the granl. SECTION t - NEED/PRIORITY 8. There are an estimated 3000 persons with developmental and related disabilities in Iowa City/Johnson County Most of these persons live on some fon~ of disability assistance or social insurance. Their incomes are most often below or near the federal poverty level Under the terms of both public assistance (SSI) and social insurance (OASDI), a disabled person is entitled to earn some income without losing disability benefits. The additional earnings can make a huge difference in a poorer person's quality of life. The opportunities for ownership and employment for an estimated 30 or so persons with a disability would make an important contribution to their income and social needs Accordingly, the proposed project addresses both the priority need promoting micro-business and the goal of helping low-income persons achieve their highest degree of self-sufficiency The CITY STEPS Consolidation Plan argues for a living wage and benefits The proposed project achieves this by helping persons on disability insurance augment their incomes and, thereby, contribute towards their self-sufficiency. Through their public assistance/insurance they would receive necessary health benefits. As self-employed persons, they have access to sick and vacation leave. The EDF would use volunteers to fill in for persons sick or on leave. Most of the persons involved in the small mall would be self. employed or paid through profit shadrig formulas. There is some indication that rent subsidies for small businesses may be as important as rent subsidies for domiciles for Iow-inceme persons, if they are to be pad of a community and its economy. In the Jobs, Needs and Solutions section of the CITY STEPS Plan, there is expressed support of micro-enterprises through subsidizing rent of store/commemial/retail space for low-income owned businesses The proposed project would add diversity to the downtown area; it would provide an alcohol and smoke free alternative to downtown consumers, many of whom are students; and it would provide some basic economic Services important to residents near that end of downtown. The project fits the "specialized" orientation for downtown city businesses suggested by city planners. The project also is close to housing locations of many persons with disabilities (e.g Ecumenical Towers, the Capital Square Apartments and the old Press Citizen Building). Many persons with disabilities would be able to access employment on foot or with their wheelchairs, without necessity of para-transit Services. The experience of Wild Bill's Coffee Shop has demonstrated that persons with moderate to severe disabilities can work successfully in a non-sheltered, supportive, community work setting. PRIORITY NEED: Micro-Businesses PRIORITY NEED LEVEL: H 9.The proposed project addresses a central goal in the CITY STEPS plan in that it addresses "the needs of low-income persons in the community through the provision of employment and small business ownership". The persons addressed in the proposed project are among the poorest of the poor in the Iowa City/Johnson County. Many of those to be served would have as their sole source of income SSh Johnson County MH/DD program funded needy 1600 persons with developmental disabilities in 2000 (data by Elaine Sweet). This is approximately 50% of the at-dsk disabled population in the county. The Social Secudty Administration reports that there are 930 persons on SSI and 1105 persons on OASDI in Johnson County The project itself is located in a neighborhood which is low to moderate income. A number of subsidized housing units for Iow~ncome and disabled persons in addition to the volume of relatively low-income apartments that house students make up the residential area around the project, A needs assessment survey of persons being served and in need of supportive type job placements by local disability service agencies was undertaken, Placement of persons with disabilities in conventional employment is difficult. There is the problem of conventional employers not wanting to deal with insurance and accommodation issues which persons with disabilities as employees may present, Also, many in the disability community in need of employment outlets (for income an/or social reasons) may not have the specific skills and effidencies a conventional employer expects. If and when hired, the challenged employees often stand out and draw unwanted attention. Uptown Bilrs would offer additional suppertire, non- sheltered employment in a community-based setting to persons with greater disabilities then is typically the case with placements in more conventional for profit businesses This project provides an opportunity for employment to a relatively large number of persons with disabilities in desired part-time arrangements. Among those who have more severe disabilities shoder work shifts are imperative With its emphasis on employee development and satisfaction, the project intends to serve as an assessment and training center for the cooperating disability service agencies There are few opportunities for persons with moderate to severe disabilities and limited capital to enjoy ownership of a m~cro-business The proposed project provides this opportunity for at least five individuals with disabilities Assuming success of Uptown Bill's Small Mall, this would make a strong statement to the community about the contributions such persons can make It would add diversity to the local Chamber of Commerce The project would begin with at least three challenged persons owning their own small businesses in the mall (Ed Gaines, Leslie O'Leary and Madin Wiskus) The project also provides an experience in operating not for profit businesses, which would allow Uptown Bill's to be more accommodating, less hurried and less commercially oriented than conventional businesses. Ideally, this could provide a modest oasis in the downtown area for people to enjoy coffee, tea, books, etc., in the most relaxed of environments, while at the same time providing an opportunity for the abled community to come to know and appreciate persons with disabilities. Among those who would expedence this education in disability awareness would be the many students who would serve as interns and volunteers in the project. In the design development of each of the micro-businesses there is a plan to build a network for community volunteers for each business. The location of the project on the fringe of downtown makes it highly accessible to persons with disabilities. The 401 S Gilbert building is accessible both to entry and to restroom use by persons with disabilities SECTION 2 - LEVERAGING RESOURCES 10. Grant or loan? Grant 11. Budget Breakdown Expense Category CDBG Funds Other Funds Source of Other Funds In-Kind or Cash Antic, Or Cornre. Property Acquisition $120.730.37 Antic. Building Modification $3,500 Antic. $3,500 That's Rentertainment Cash Antic. Project Developer Salary $25.000 Extend the Dream n/a Comm VISTA Stipends $25,200 AmedCorps n/a Cornre. Capital Start-Up $5,000 Extend the Dream Cash Antic Shelving/Office Equipment $1,000 Thars Rentertainment in-Kind Comm. $124,23037 $59,700 Amount of Private/Agency Funds $59,700 Amount of CDBG Funds $124,23037 TOTAL PROJECT FUNDING $183,93037 Number of Persons Assisted 35 Total Costs per Person $5,255 'OTAL CDBG COST PER PERSON $3,549 12. A consortium of disability employment related programs would contribute to the project through client referrals, provision of job coaches and other technical assistance on program development. This includes Employment Systems, Arc of Johnson County, Project Impact, The Everett Connet Independent Living Center, Goodwill Industries Inc. and the Consumer Resource Outreach Project (CROP). A committee of local small businesspersons would contribute to the project through technical assistance to the EDF and to the individual micro businesses that are C{FIOCated in project. Where appropriate, some of the other downtown businesses would be invited to consign items (e.g. books, etc.) to one or more of the micro-businesses. Uptown Bill's would extend rather than compete with particular downtown businesses. The University of Iowa Small Business Development Center would provide technical assistance and student interns to the project and its micro-businesses on a year round basis as will the University of Iowa's School of Socia~ Work. Three full-time VISTA positions have been allocated to the project by AmedCorps sponsored by the EDF. The full-time VISTA's and other staff would provide leadership for the project, in addition to secudng financing for many of the start- up cosls - interior furnishings, refrigeration and related equipment, advertising and outdoor signage The EDF intends to work with several in-state foundations to seek endowment contributions sufficient to provide any needed long-range rent subsidies for the micro-businesses included in the project beyond the duration of the grant The current economic forecast is that the project should be 40% self-sufficient at the end of year one, increasing by 10% each year until the end of the grant The project should benefit by the release of a new documentary on the life of Bill Sackter (the namesake of Wild Bill's CoffBe Shop) being produced by Barry Morrow (producer of Racing with the Sun) and Julie Rask (producer of Early Editions). The video is in production and should be completed by the end of year 2001. 13. Does the proposed project pay property taxes? Yes. % of full taxes paid: 33% amount paid:$7576.00/per year SECTION 3 - FEASIBILITY 14. The project is being developed with a belief that rent subsidies may be necessary beyond the grant period This contingency is built into the long-range planning intentions of EDF, There are three directions that EDF intends to pursue towards proiect self-sufficiency. First, an escrow fund wouid be established in which each of the tenant businesses would be asked to contribute a percentage of gross income. This fund would be held for use for subsidizing rents after the grant pedod and would be considered partial collateral to the granting agency should the project default pdor to the end of the grant beded. Second, the Extend the Dream Foundation intends to make application to state- based foundations and philanthmpies in pursuit of an endowment suffident to provide for any needed future rent subsidies. Third, the project would retain a goal of full self-sufficiency by the end of the third year of the grant. The project predecessor, Wild Bilrs Coffee Shop, was more than self-supporting through its 25-year history, when the gift of space from the University of Iowa was included, 15, Timetable for commitment and expenditure of funds Date: Description of Activity: July1, 2001 Project Start Date, leasing begins June 31,2004 Project End Date SECTION 4 - IMPACT/BENEFIT TO THE COMMUNITY 16. Uptown Bill's Small Mall promotes a continuum of service within the community by creating jobs and services for Iow~ncome persons with developmental and related disabilities within the Iowa City/Johnson County community. The project partners with other social agencies, Iowa City businesspersons, the University of Iowa and community volunteers to fill a particular void in the social and economic life of the community The small mall would allow for the establishment of five micre~usinesses, which could be owned and operated by persons with disabilities, along with the provision of at least 30 parHime positions for persons with disabilities within these businesses. In addition, the proiect would be an excellent site for assessment and training of persons with challenging conditions with respect to their padicular employability The project would provide an after school job placement center for special education students from West and City High Schools The philosophy and focus of Uptown Bili's provides a safe, sociable environment for everyone. It meets a need for those with disabilities for a non-segregated, yet highly supportive social environment as well as a need for abled community members to experience a particular type of diversity It is both a community service and economic development initiative The project, based on the quatier century experience with Wild Bfil's Coffee Shop, could be expected to provide an excellent medium for education of the public about disabilities It would create a normalive environment in the downtown area where the abled and disabled communities could meet in mutual relationship and service It would make an important contribution to diversity in the iowa City community. In addition to its human service values, the project does not detract from the property tax base of the downtown area. The same rents are paid to the landlord and the landlord pays the same taxes on the properly. The same would be tree of sales taxes and income taxes paid by owners and employees of the project. This is still an economic development project, albeit one slightly less driven by profit motives, 17. The goals of the project are: 1. To promote income self-sufficiency for low-income persons moderately to severely challenged by physical and/or mental disabilities. 2. To establish a community location for improving the mutual understanding and relationship of persons with disabilities on the pad of abled peeple in the community. 3. To provide an environment that helps promote self-esteem of persons with disabilities as contributors to the community, meanwhile affording them a supportive social environment. To achieve these goals, the following FY 1 objectives have been eslabfished, 1 To begin immediately upon notification of a grant award (Apdl 1 ) to establish the necessary infrastructure and secure equipment for each of the resident businesses promoted by the project. This will be a shared function of three full-time VISTA volunteers, Extend the Dream Staff, student intems from the University of Iowa Small Business Development Center and the volunteer advisory groups 2. By July 1, 2001: to open to the public in a spaco located at 401 S. Gilbert Uptown Bill's Small Mall consisting of five co-located micro-businesses that would be owned and/or operated by persons with disabilities under the administration of the Extend the Dream Foundation. 3 By July 1, 2001: to employ on a profit sharing basis up to fifteen employees, increasing at an increment of five persons every six months. until reaching the full complement of a minimum of 30 part-time workers. 4. By September 1,2001: to have in place at least five intems from the University of Iowa Small Business Development Center, each assigned to assist in the development of one of the five micro-businesses. According to the Sodal Secodty Administration, there are 2035 adult persons with disabilities in Johnson County. The poputation to be served would include the following percentages: For employment and ownership (persons with disabilities) 0-30% of median income 25% 31-50% of median income 50% 51-80% of median income 25% 81-100% of median income 5% Above 100% of median income 0% Indirect sen/ices, users/customers of mall businesses 0-30% of median income 10% 31-50% of median income 25% 51-80% of median income 25% 81-100% of median income 20% Above 100% of median income 20% 18. By the end of FY 1, the following outcomes should have been realized: a. Uptown BiLl's Small Malk will have celebrated a full year of operation at full daytime and weekend hours b. All five businesses will be owned and partially operated by persons with disabilities. c An additional 25 persons with disabilities working part-time on profit sharing will be employed by the aforementioned five mini enterprises. d A total of 50 community volunteers will be working at Uptown Bill's, assisting owners and employees in the conduct of their respective businesses. Volunteers will include students from University of Iowa Business College, School of Social Work, local small businesspersons and the general community. e. An assessment and training program will have been established to sen/e the needs of the cooperating employment advocacy organizations: Employment Systems, Arc of Johnson County, Project Impact, The Everett Conner Center for Independent Living, Goodwill Industries Inc., the spedal education programs at West and City High Schools, as well as, CROP with 2-3 persons per month assessed and trained. f. An estimated 50-100 customers per day will make purchases in the small mall, with anticipated gross revenues of $6000-$7000 per month among the five resident businesses. g The staff will have prepared and submitted at least two outside proposals aimed at long-range fiscal sustainability of the project. 19. The Extend the Dream Foundation would be the lead agency in implementing the project. The project director will be Dr. Thomas Walz, Assorate Director of the Extend the Dream Foundation. Three full-time VISTA volunteers would assist him: Annel Ashe, Greta Weiss and Donna Wiskus. The above staff would work closely with the University of Iowa's Small Business Development Center and the local small businesspersons advisory committee in the fiscal planning and administration of the mall businesses The staff would also work closely with the cooperating local disability employment programs in providing job sites and in the design of an employment assessment and training center within the mall enterprises The EDF would have a special office within tOe mall, staffed at all times of mall operation, Staff will provide technical assistance, able-bodied support when necessary and assist in building the desired ambiance throughout the mall. Two existing businesses without location would be relocated to the mall - Leslie's Luxudes and Mr, Ed's Supor Graphics (and Student Services Center) - and would continue their current supportive relationship with EDF. At the same time, project staff would develop three businesses -Uptown Biil's Coffee Shop, Tea and Sympathy and Praide Lites Little Book StOre. Potential owners will be screened and selected. The EDF would act as temporary owners until appropriate persons can be located The Community Development Block Grant funds would be used In pay for the building rental costs and partial payment for the installation of equipment recommended by the County Health Department. All other operating expenses and infrastructural start-ups (fumiture and equipment, phone, etc) would come through a combination of EDF funds, existing revenues of reincared businesses, and special mini grants to the State Economic DevelopmentJDVR project Much of the inventory for existing businesses will come from consignment refationships with other local businesspersons 20. Location The Uptown Bill's Small Mall would be located at 401 S. GElbed, the corner of Gilbert and Court Streets. 21. The EDF has not received any CDBG and/or HOME funds within the last three City fiscal years 22. Yes In addition, Uptown Bill's Small Mall '~s in accordance with Johnson County Department of Public Health standards 23. The EDF is a relafively new non-profit organization. It has no paid staff, but is directed by two University Professors (one retired) who are paid $1.00 every year. The Extend the Dream Foundation has a prominent national board of directors, and local advisory and administrative committees typically assist each of its projects. The Associate Director, Dr. Thomas Walz, is available to the project full-time for most of the year. In addition to the diredors, the Extend the Dream Foundation has the services of three full-time VISTA volunteers - the positions are on a multi-year contract. A volunteer, Ead Lehman, a professional accountant, provides the organization's accountancy services. The Extend the Dream Foundation has had administrative responsibility for the highly successful Wild Bill's Coffee Shop for the past two years, although it is currently negotiating with the University of Iowa to convert the Coffee Shop to a "workers cooperative" within the School of Social Work. The EDF, however, has retained all rights to the Bill Sackter name and continues responsibility for supporting three businesses owned by persons with disabilities, Leslie's Luxuries, Mr. Ed's Super Graphics and Vivian's Flea Market. In addition, it is marketing Wild Bilrs Gourmet Coffee as a fundraiser and public education medium that promotes education on The Bill Story through sale of the book The Unlikely Celebrity and through special performances of The Bill Story at conferences and workshops. The projecrs director, Dr. Thomas Walz, has an established career as a community and organizational developer. His most well known project, Wild Bilrs Coffee Shop has had a successful 25-year history. Walz also helped develop other consumer owned aforementioned small businesses. Eadier in his career, Walz was the ce-founder of Project for Pdde in Living in Minneapolis, one of the most successful anti-povedy programs in Amedca (still in existence) The Extend the Dream Foundation has built a solid reputation in its relatively short history as evidenced by the willingness of community leaders willing to lend their name and talents to this project. The businesspersons advisory committee represents some of the most reputable business leaders in the Iowa City community. Likewise, the enthusiasm for the project by the University of iowa Small Business Development Center suggests the impodance of a somewhat different economic development project as having academic as well as practical considerations. The EDF enjoys a good working relationship with the local agencies that serve the disabled population ~ ~ , ~ ~ > ~ ~ > .... m I c r r ~ ROCHESTER ~ °~o m ~ EBLO ~ ~ o~ LOWE ~ ~ o NeWT ~: ~ ~ E ~EFFERSON ST < O , z W4~ Z ~ ~ ~ ~ ~ n~DCLIFFAVE UELROSEAV~ MELROSE AVE ~ WeS% S~GLECIR ~'~ ~zs ~ FLORENOEB ~ HST HSTHST ~ x ~ ~ < Addendum 1 Review of ComrnuniW Support and Commitments 1 Letters of Support from Collaborating Disability Employment Programs Received*: Dave Dickey - Employment Systems Rod Sullivan - Arc of Johnson County John Watson - Goodwill industries Inc. Ethel Madison - Independent Living Bill Needleman - Project impact Don Hruby - CROP Mike Rose - West High School, Special Ed Program *Available upon request 2 Verbal Commitments of Support from local Businessperson Advisory Group: Dennis AIbright - owner of Graphic Printing James Hams - owner of Praide Lights Dean Keegan - Attorney at law Jeff Larsen - former co-owner of the iowa City Yacht C~ub Richard Leuellen owner of Blinds & Designs David Panther - owner of Hamburg Inn Mark Weaver - owner of Active Endeavors Jane Wiiliams - co<~wner of Nodhside Book Market 3 Letter of Support and Cooperation Received from Business Advisory Groups*: Dr. AI Hallerie - Small Business Center, University of Iowa Kim Ray - Business Assistance Services for Entrepreneurs *Available upon request 4. Lease Proposal - Coldwell Banker, Jeff Edberg See addendum 2 5. Letter of Building Review from Johnson County Department of Public Health* *Available upon request ,"/I  44 STURGIS CORNER DR~VE IOWA CITY IOWA 52246 BUS (319) 351 3355 FAX {319) 351-6889 REAL ESTATE PROFESSIONALS December 14, 2000 Mr. Ben Chair Mr. Mark Ruggenbcrg Chair Development 218 East Washington Street Iowa City, Iowa 52244 Re: Lease Proposal for 401 Gilbert Street, Iowa City, Iowa Dear Sirs, This proposal for Icasiug the conm~crcial space of approximately 2,550 square feet at tile propet~y located at 401 Gilbert Street, Iowa City, Iowa ("Propcity") is brought by Extend The Dream, a charitable organization in Iowa City, Iowa ("Lessee") and is made to Chair Development ("Lessor"). The signatures hereon signify an offer and acceptance of the proposal contained in this letter. The parties hereby agree to the following: 1. Premises: ........................................................The first floor commercial suite of approximately 2,550 square feet located at 401 Gilbert Street, Iowa City, lowa plus 4 parking spaces m the parking lot serving this facility. 2. Use: ................................................................The Lessee will use the Property for a charitable business similar to Bill's Coffee Shop in North Hall. It will contain a coffee shop and various other retail and services businesses. 3. Term: ..............................................................Three year base term commencing on or about July 31, 2001. 4. Options: ..........................................................Three, 3 year options at the then current base rent rate plus a factor equal to the change in the Consumer Price Index since the previous lease rate increase. 5. l.casc P, atc: .....................................................$15.25 per foot per year payable m monthly instalhnents of $3,240.63. Lease rate includes all property b'l~l~ O\'F:It 90 YI-:.\I~H.1A~ ;.R ~: ;\ I. F; s '~ A T H R b; .\ h E .\ $ \. taxes, building insurance, common area maintenance and utilities. 6, Annual increase: .............................................The base rate will be increased by the CPI index on lease term renewal, but there will be an annual increase equal to $25.00 per month to allow for increased taxes, utilities, building insurance and common area expenses, 7. CDBG Funding: .............................................This Agreement is subject to the Lessee oblainmg a suitable funding approval from a Community Development Block Grant from the City of Ioxva City by April 2,2001. 8. Occupancy: .....................................................Lessee may occupy the propcrty as of April 2, 2001 provided Lessee's liability insurance is in place. 9. improvements: ...............................................No improvements will be made until the City of Iowa City approves the CDBG grant. Upon grant approval, the Lessor will donate $3,500 to Lessee for improvements. 10. Agency: ..........................................................Both Lessor and Lessee will be represented by Jeff Edberg of Coldwell Banker Real Estate Professionals ("Broker"). Acceptance: Lessee Date Lessor Date CITY OF IOWA CITY FY02 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING REQUEST FOR NON-HOUSING PROJECTS Name of Project: 2a. Total Amount of CDBG Funds Requested $ 5 0,0 0 0 Ruby's Pearl b. Loans 10,000 Grant $ Name and Address of Applicant/Organization 4. Contact Person: Ruby' s Pearl Kymbyrly Koester 13 S. Linn St, #3 Phone Number: 319 339-8957 Iowa City, IA 52240 Fax Number: rubyspearl@home. com Email Address: Location of Proposed Project: 6. Check CITY STEPS Objective (only one): Affordable Housing Needs 13 S. Linn St. #3 Homeless Needs ~ Public Facility Needs Iowa City, IA 52240 Public Service Needs X Economic Development Needs Brief summary of the proposed project (please use only the space provided below): We at Ruby's Pearl want to be able to pay our three employees a living wage of $9/hr. as opposed to the $7/hr. that we are able to pay at this present time. JAN 2 2 2001 SECTION I - Need\Priority Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the one most app~cable priority need and priority need level, as shown on pages 91-92 and 98-99 in CITY STEPS) We have a microbbusiness which has a high priority need. We want to meet the priority needs of our employees by paying them a living wage. micro business Hiqh iority Need Priority Need Level (High, Medium or Low~ andhowitfillsagapintheCity'scontinuumofcareasoutlinedinCITySTEPS. Ruby's Pearl fill a gap for womyn's healt of the mind and body. We will provide supporting documentation upon request. SECTION 2 - Levera,qincl Resources Is the project requesting a grant or a loan? If a loan* is requested, please indicate the applicable loan terms: Type of Loan: (check applicable line) Amount Years Principal and interest (amodized loan) Principal and no interest (amodized loan) X $10 t 0 0 0 3 Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) I loan terms are subject to negotiation and/or modification by the HCDC or City staff. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please include the cost of an audit for any project over $300,000 and other items listed under Budgel Considerations in the Subrecipient Guide IF other funds are used to implement the project, please list the sources, state fi 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 Please place an "X" in box that applies Type Status (PENSE CATEGORY CDBG OTHER LIST SOURCE OF In- Cash Antic. Cornre, FUNDS FUNDS Kind g. salaries. acquisition, OTHER FUNDS hab) possible, please · ioritize the budget salaries $50,000 $ 7,579 Laura Cros.ql~y ~ X 2,897 Kymbyrly Koester X X 2,000 Capital One X X rO,,,LS$50,000 '2,47 "}1O ount of PrivateSAgency Funds $ 12,476 (a) ountofCDBG Funds $ 50,000 (b) TAL PROJECT FUNDING $ 62,476 (c) (sum of lines a and b) 'nber of Persons Assisted 3 _ (d) (see question 17) al Cost per Person 20,825 (el (line c divided by line d ) tal CDBG Cost per Person _16,6 ~ 7 (f) (line b divided by line d) 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), Iowa Women's Foundation: Funding not available. Hills Bank & Trust: Interest rate too high SELP loan: Applying for in March · 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 X If "yes", what is the percent of full {axes paid? % and amount paid $ SECTION 3 - Feasibility t. lffundsareawarded, willtheprojecUprogram continueaftertheCDBGfundsend(explain)? Yes X No The project will continue, because the CDBG funds will allow us to grow and expand as a business which thus leads us to be able to continue to service the needs of womyn's health in Iowa City and the surrounding area. 5. 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 anv Droiect ac~reement for the use of CDBG~HOME fundincA Date Descriotion of Activity July 1,2001 Beginning of City Fiscal Year and Project Start Date July 1, 2001 All Ruby's Pearl employees will receive an increase in salary from $7/hr. to a living wage of $9/hr. for a guarantee of 1 1/2 years. SECTION 4 - Impact\Benefit to the Community The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons, Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. 1 ) Pays three employees a living wage for 1 I/2 years. 2) Ruby's Pearl fills the gap in the community by providing unique services to womyn's health needs. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the following income categories: (please see attached Income Guidelines for Iowa City) (Circle persons or households) Number between 0-30% median income __? _ persons or households (a) Number between 31-50% median income 1 persons or households (b) Number between 51-80% median income ~ persons or households (c) Number between 81 - 100% median income ~ persons or households (d) Number over 100% median income ~ persons or households (e) TOTAL 3 Persons or Households (f) Percent LMI [lines (a+b+c) divided by line t3 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. locating housing or employment). ) We are already renting out our storefront location. 2) We have hired our three employees. 3) We have been ordering inventory and receiving items to sell. 9. Pleasediscusshowtheseoutcomedatawillbemetbytheproposedproject. Since we have our outcome data met we will be able to pay our three employees a living wage, once we receive the CDBG funds. On the attached map please indicate the location of the proposed public facility or the site where public services or iob training wil, be o,,ered. '1 SECTION 5 - Capacity\History of the Applicant 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) Y99 (July 1998 -June 1999 Budgeted Amount $ Amount Spent (to date) $ ~ Y00 (July 1999 -June 2000 Budgeted Amount $ Amount Spent (to date) $ Y01 (July 2000 - June 2001 Budgeted Amount $ __ Amount Spent (to date) $ Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No . If "NO" please explain. P~easepr~videevidence~fy~ur~rganlzati~n~scapacityandexperiencet~undertakeandc~mp~etethe proposedproject withintheestablishedtimetableandbudget. List of references available upon request. References are from: Iowa Womyn's Foundation Rape Victim Advocacy Program Women's Resource Action Center Emma Goldman Clinic APPLICATIONS MUST BE RETURNED BY 12:00 noon, JANUARY 22, 2001 - NO EXCEPTIONS City of Iowa City Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 stephen Iong@iowa-city.org 2ND = : ~ ~ ~ ~ E PARK R ~ > ~ ~ ROCHESTER ~ ~ N~W~ON ~ 2 ~ c E JEFFERSON ST S~L/NE IVERSIT ~ ~ s 'e ~a ~ ~ p ~ KIRKWOODAVE ~ GST e Q O m HSTHSTHST~ ~ ~ ~ FLORENCE ST ~ O~ ~ ~ ~ ~ STATE HWY 1', Exisiting Housing Resources ~ o ERNEST ST ~S~ DEFOREST AV~ 2~1 ~ CDBG/HOME ABERAVE ~ ~ ~ ,RATE LiMiT ~ __ B OOO DR 0 30 60 g0 % - ¢ = ~ LE HAVRE ST CITY OF IOWA CIT " FY02 COMMUNITY DEVELOPMENT BLOCK G 2a, Total Amount of CDBG Fun ! eques e $_ , b. Loan $ Grant $_13,500 3. Name and Address of Applicant/Organization 4. Contact Person: Chris Bergren or Angie Madsen :urniture Project Phone Number: 319-354-9331 3omestic Violence Intervention Program ~.O. Box 3170 Fax Number: 3194664624 owa City, Iowa 52244 Eraall Address: dvip@ayalon.net 4 Location of Proposed Project: 6. Check CITY STEPS Objective (only one): Affordable Housing Needs DVIP __x_ Homeless Needs P O Box 3170 Public Facility Needs Iowa City, Iowa x Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please use only the space provided below): The Furmture 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 Iocai human service agencies that served homeless households These agencies have provided guidance 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 by a specific referral program to serve homeless populations 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 over 4,000 items, that have included: beds, couches, living room chairs, dressers, kitchen tables, end tables, washers and dryers and miscellaneous items. This service has saved over 200 tons of waste from entering the Iowa City Landfill. ~ SECTION I - Need~Priority . 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CtTY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the on_ e most app~cable priority need and priority need level, as shown on pages 91-92 and 98-99 in CITY STEPS) On page 92 of the City Steps manual, permanent housing is listed as a high need. The Furniture Project (FP) seeks to effectively use our community's resources to assist irs citizens in reaching their highest level of self-sufficiency Ownership of furniture contributes to a household's level of self-sufficiency, including it's ability to secure and retain permanent housing. Unfortunately, families leaving shelter frequently lack basic furnishings necessary to transform their new, empty housing into homes As stated in the Maxfield Housing Market Analysis section Ill.," the housing market in Iowa City is very tight which translates to an expensive housing market"+ DVIP is part of a bigger picture in assisting homeless individuals in maintaining permanent housing 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 households ability to pay rent, utilities and food. The FP is the only program in eastern Iowa that distributes furniture and appliances free of charge The FP provides a critical support service which enables Iowa City residents to fully access the housing resources For example. the project assists a number of households moving into low -income rental units on section 8 In some cases the FP also assists families in being able to keep custody of their children If a family is a client of the Department Of Human Services for instance. the family is held responsible for appropriate furniture for the children such as beds If the family can not provide beds (for instance) the children could be removed from the parent(s) custody (this has really happened in Iowa City) Permanent Housing H~h for families & individuals Priority Need Priority Need Level (High, Medium or Low) 9. Tell us why this project is needed (include information from studies~research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS, The FP will serve over 500 individuals in fiscal year 2001. Fiscal year 2000 was a busy year for the FP, serving 580 individuals (193 households). Of the 193 families 87% were at the 0-30% median income, 8% were at the 31-50% median income and 3% were at 51-80% median income, The FP did not serve any individuals at the 81-100% median income Recipients of the FP will receive furniture at no cost, It is our belief that we allow the highest possibility of selFsufficiency the FP can assist with by distributing furniture at no cost+ CITY STEPS Consolidation Plan indicates that lower-income households are cost-burdened, paying 30 and sometimes 50 percent of their gross income for their housing, including utilities". The FP does help with some of the cost-burden rent by offering furniture free of charge. SECTION 2 - Levera,qin,q Resources 0. Is the project requesting a grant or a loan? If a loan* is requested, please indicate the applicable loan terms: Type of Loan: (check applicable line) Amount Years Principal and interest (amortized loan) Principal and no interest (amortized ~oan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) _ Declining Balance Lien (forgiven over time) All loan terms are subject to negotiation and/or modification by the HCDC or City staff 11. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. 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 Communit,J Development Commission may request a copy of your overall agency budget. BUDGET BREAKDOWN Please place an "X" in box that applies Type Status EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF In- Cash Antic. Comm. FUNDS FUNDS Kind (e.g salaries. acquisition, OTHER FUNDS rehab) ff possible, please prioritize the budget Salaries $13,500 $15000 Landfill X X Benefits 7000 Landfill X X Support Staff Salaries 2200 DVIP X X Van:gas, maintenance, 1500 DVIP X X license, insurance Misc:copies, postage, snow 700 DVIP X X removal Pest Control 100 DVIP X X Telephone 900 DVIP X X Storage City of Iowa City X Rent 600 DVIP X X TOTALS $13,500 $28,000 Amount of PrivateSAgency Funds $ 28000 (a) Amount of CDBG Funds $ 13500 _ (b) TOTAL PROJECT FUNDING $ 41500 (c) (sum of lines a and b) Number of Persons Assisted __580 (d) (see question 17) Total Cost per Person $71.55 (e) (line c divided by line d) Total CDBG Cost per Person $23.28 (O (line b divided by line d) 2. 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). ~ach year the DVIP writes a request to the Emergency Shelter Grant. There has not been an increase in these funds for several ears and DVIP has not ever been granted the funds for the FP, however, we will continue to write these grants to express the :ommunity's need. It has been said through the "grape vine" that more monies through the ESG may be available next year. The :P Coordinator does ask for a $5.00 contribution to pick up donated furniture. To date the FP has raised $765 through the nentioned process t3. 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 X If "yes", what is the percent of full taxes paid? % and amount paid $ SECTION 3 - Feasibility 14. If funds are awarded, will the project/program continue after the CDBG funds end (explain)? Yes X No If fully funded the FP will be able to maintain the full-time coordinator and the 8 hour a week staff support person. 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any project a.qreement for the use of CDBGtHOME fundinq. Date Description of Activity Ju~y 1,2001 Beginning of City Fiscal Year and Project Start Date The project's fiscal year starts July 1, 2001 and ends June 30, 2002 Reimbursements claims are sent to the City once a month Staff are paid weekly. The Furniture Project operates Monday through Friday from 8~4 or 9-5. SECTION 4 - Impact\Benefit to the Community 6. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. 'he FP coordinates with several agencies in the Iowa City area to provide furniture to forreedy homeless individuals The main ,gency referral sources come from the Cris Center, Emergency Housing Project, Salvation Army, Successful Living, Department ,f human Services, Community Mental Health, and the Veterans Administration 'he FP is the only one of it's kind in Eastern Iowa and fills a gap in other permanent housing services by offsetting cost to set up louseholds ~7. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the following income categories: (please see attached Income Guidelines for Iowa City) (Circle persons or households) Number between 0-30% median income 167 persons or households (a) Number between 31-50% median income 17 persons or households (b) Number between 51-80% median ~ncome 9 persons or households (c) Number between 81 - 100% median income 0 persons or households (d) Number over 100% median income 0 persons or households (e) TOTAL 193 Persons or Households (f) Percent LMI 100 [lines (a+b+c) divided by ~ine f] ' 18. 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. locating housing or employment). See attached goals and objectives The outcome data can be met if the FP is accurately funded 19. Please discuss how these outcome data will be met by the proposed project, The Furniture Project receives donated furniture and appliances from the community and distributes the items to households in need. The project receives furniture at a warehouse provided by the city of Iowa City, which is located on Riverside 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 FP The projects outcome data will be addressed and structured by the FP Coordinator. The criteria set out in the FP goa~s and objectives are met on a daily basis by the FP Coordinator by structuring her day around the goals of the project to give the best services possible to recipients. 20. On the attached map please indicate the location of the proposed public facility or the site where public se ,ces or iob tra,.,.g w,,, be o.ered. 5 GO,&LS: ~,: To receive donated furniture from the Iowa City/Johnson County communiD'. Objective: Furniture Project w~II solicit donatlous of furmture from said commum~ Task: Develop and djstnbute a Furniture Project newsletter. Solicit :hrough the City of ]~owa City Utibr},.' bill process P,~qce a Maintain public relations image through the use of various media B. To allocate donated furniture to recipients. Objective: To maintain the sLrn~plicir?' of the *,turnirate projects distHbkrtion guidelines Recipients Tasks: Will maintain the referral dlsmbution~ Z'4A, delines El-u-ough r. he use of area agencies, including but not limited to: Crisis Center, Emergency Housing Project, Salvation Army, DV1ZP etc. Will maintain the use of volunteers to help with pick up and delivery, of furniture Will maintain the distribution vel'dc!e, keeping it good working order Will maintain the pest control of the City warehouse. C. To stabilize funding for the Furniture Project. Objective: To seek and find stable funding for the project. Tasks: · Will continue to apply for new sources of funding other than CDB G to cover the cost of a full-time program. · Will continue to write for Emergency Shelter Grant Funds thxough the Iowa Institute for Low-Income Housing Grant. Will continue to write the city of Iowa City for Solid Waste Department fun& that fund most of the project. · Will maintain the City of Iowa City and DViZP as [n-Kind funding to the project. SECTION 5 - Capacity%History of the Applicant :1, 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) FY99 (July 1998 - June 1999 Budgeted Amount $ 8300 Amount Spent (to date) $ 8300 FY00 (July 1999 - June 2000 Budgeted Amount $ 11000 Amount Spent (to date) $11000 FY01 (July 2000 - June 2001 Budgeted Amount $ ~13725 Amount Spent (to date) $ 6725 FY01 (July 2000-June 2001 Budgeted $6427 Amount spent $0 - for surveillance equipment and coded locks for the DVIP ~2. is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No . If "NO" please explain. 23. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. A full-time Coordinator administrator administers the project and an 8 hour a week person helps on pick up and delivery days The Project Coordinator is supervised by DVIP's Director of Outreach services and the Director of Finances provides all of the funding/financial record keeping and funding claims. The FP also has a long standing and respected histop/and reputation APPLICATIONS MUST BE RETURNED BY 12:00 noon, JANUARY 22, 2001 - NO EXCEPTIONS City of Iowa City Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 o ,,, ,-,¢, ~ F > ~ C ~ ~ ~ ROCHESTER AVE ~ dr ~ 0 ~ "' ~, ~ 3 ~ > WA CITY z ~ ~ ' ST ~ ~ ~ CORNELL MELROSEAVE MELROSEAVE ~ % j~ ~"~ CZ% > Z ¢ . FRqENDSHIPST ~ ? ~ ~~ ~;~:~,.., ~ ~ ~OR % ~ ~ g HSTHS~HSTg m ~ ~ projedBasedSec8 /~ ~ g < ~ CALFORNIAAVE O~ 0 30 60 90 % ' L ~ LE HAVRE S ,july 16, 1999 Cris Kinkead. Executive DirectoF Domestic Violence 'ntervention Program PO Box 3170 Iowa City. iowa 52244 Dear Cris: ~ wauld like' to take this oppcr~urhty to voice my support for the Furniture Proiect The Furniture Project has achieved much ir~ the past and provides a valuable se~ice to the community. The Furniture Project fi~ls ar~ impo~tan~ n~che in the community by distributing furniture to ~hose in need. This type of pr~3ram wou~d not exist without the Furniture Project. I am a~so impressed Dy the amount of furniture that the Furniture Project deals with eve~ year he!pin9 to save valuable landfill spa~. The Furniture Project program also complements the City's recycfing and waste reduction policies and effo~s, Sincerely, Brad Neumann Solid Waste Management Planner OF IOWA CITY ran ,4 FY02 COMMUNITY DEVELOPMENT BLOCK G 1, Name of Project: b. L $ G t $61 10~// 3. Name and Address of Applicant/Organization 4. Contact Person: Christina M. Canganel[i Emergency Housing Project Phone Number: 351-0326 PO Box 3146 Fax Number: 351-2137 Iowa City, IA 52244 Email Address: ehp@aol.com 5. Location of Proposed Project: 6. Check CITY STEPS Objective (only one): Affordable Housing Needs Emergency Housing Project _X_ Homeless Needs 331 N. Gilbert St. Public Facility Needs Iowa City, IA 52240 Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please use only the space provided below): a. Floor Renovation: Sanding and refinishing of flooring on the shelter's main level. The project is estimated at $1.226, The request is for $1,410 to allow for a 15% potential project over-run. $1,410 b, Services Coordinator: Provision and suppod of one full-time services coordinator. This activity has been previously budgeted and staffed at only ,5FTE, EHP is seeking to staff this position at 1.5 to 2 FTE depending on the ability to secure the required funding. The director has struggled to increase local funding over the past calendar year for the general operations of the shelter with the express objective of increasing access to the program and the facility itself. The agency has received strong community support and has been able to extend the hours of service from the 5pro - 8am on weekdays to a 24 hour facility throughout the week with a reversion to the previously existing weekend schedule of 5pro - 11am. In looking to the future. EHP maintains that access to staff is crucial to the clients' timely progression from homelesshess to permanent affordable housing. This submission is requesting assistance with maintaining the shelter facilities 24 hours a day five days a week and staffing the services coordination at a minimum of 1.5FTE. Staff would continue to focus on expediting access to mental health and substance abuse resources. employment and other corollary community based and public resources. EHP has always been and still is critically under-staffed. It is well understood that this is an issue that confounds most agencies, However, with the addition of one full time position it is more than feasible to realize a full maturation of the program. Clients served at EHP are of documented high risk or involve multiple risk factors in addition to being homeless, including: chemical addiction, physical or mental illness/disabilities, low educational accomplishment, prior history of involvement with the juvenile or adult justice systems, chronic unemployment, and extremely tow income. An average of 50% of all adult clients served have special needs related to mental illness, substance abuse, or medical disability. In those clients that EHP documents as chronically homeless--having stayed at the shelter two to three times in one year and up to five times in two years the manifestation of multiple risk factors is even greater. Within this particular sub-population, 80% have chemical addictions, 80% have mental health problems and over 50% have both. The proposal, if funded, would extend services and provide access to these services in a timely manner--this is critical for people working through crisis. One can not begin to appreciate the magnitude or depth of need for additional support staff at the agency without knowing that EHP provided over 10,200 nights of shelter in 2000 to 780 men, women, and children. Until this past year we have maintained the facility with 2.75FTE direct service providers and 1FTE director. The program relied on staff to work many more hours than they were scheduled for and without compensation. Staff did this because they believed in the work and knew and understood the limitations of the budget, The director has worked diligently to gain financial support and has increased staff over the past year while increasing much needed access and is now seeking support through Fiscal Year 2002 for these endeavors. $30,000 c Rental Security Deposit Assistance: Clients at EHP have access to the facility and all resources for up to 90 days, One of the program requirements is that clients save up to 75% of their earnings to be used towards security/utility ~eposits and other expenses of establishing their own household. It is not unheard of for a family to have to come up vith as much as $1,200 up front to secure an apartment. A family or individual may well have stabilized in other areas put is simply having to continue to stay at EHP so as to save enough money for the security deposit. As EHP runs at ;apacity most every night, with the passing of each additiQnal day this family or individual remains, more and more people are prohibited access. EHP is seeking funding to be utilized in a pilot project for Security Deposit Assistance. It s expected that the fund would be jointly administered by the Crisis Center and EHP and accessible to qualifying ndividuals at-large, and not limited to EHP clients. If awarded, the fund would be utilized after any other community >tograms had been proven inaccessible to the applicant and after establishing qualifying criteria of the applicant. EHP las already dedicated $3,000 to this use for the coming fiscal year through private and anonymous donations and hierids to continue to solicit community support. Furthermore, the Crisis Center has already articulated support and ntent to partner in the project. It is well understood that this project can not be undedaken or maintained at the ,~xpense of on going operations. $30,000 ~ R~i~ IA ~1 ~ ~ding - Fini~ing - In~l~o~ 31 g/362-Tg12 FLOOR SERVICE SECTION I - Need\Priority 6. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need level, as shown on pages 9f-92 and 98-99 in CITY STEPS) a. Floor Restoration: While preservation of the facility is not explicitly listed as a priority need in the specified sections of CITY STEPS, it is discussed in the narrative and supportive sections. Emergency shelter is specified as high priority need level for families and individuals and medium priority need level for persons with special needs. However, this is understood to be relevant to the provision of additional space and not necessarily maintenance of the existing structure. EHP is not only the site of this community's only general-use homeless shelter but also operates the only evening drop- in center program seven days a week between the hours of 5-10pro providing access to evening outreach clinicians and access to all shelter facilities and staff, The main floor is heavily trafficked and the wood floors in serious need of attention. Page 96 of CITY STEPS does support this proposed project under subject heading c: Addressing Shelter Needs of Person s who are Homeless, Item #1: Emergency Shelter Needs, Strategy: Emergency Shelter Rehab/Expanslon, Objective a: improve and maintain existing shelter facilities. Services Coordinator: CITY STEPS does specify, on page 92, under Priority Homeless Needs, Outreach Assessment as Medium Priority Need level for Families, Individuals and Persons with Special Needs. The proposed project for the provision of additional services coordination on-site at EHP is explicitly requesting support for this priority need. Page 96 of CITY STEPS does support this proposed project under subject heading b. Reaching out to Persons who are Homeless and Assessing Individual Needs, Strategy: Advocate human services coordination, Objective a: Investigate the location of an easily accessible referral center and subject heading c: Addressing Shelter Needs of Persons who are Homeless, Item #1: Emergency Shelter Needs, Strategy: Emergency Shelter Rehab/Expansion, Objective c: Expand staff and capabilities within existing system to provide improved service. The proposed project is further supported under that same Item #1, Strategy: Support plans for improving day shelter opportunities, Objective b: Expand available services such as: social/case worker availability. The proposed project is requesting expansion of available services within the existing system the express intent is to increase accessibility for clients, potential clients, other social service providers, and the community at-large. EHP's counseling program targets a multi-risk population that is frequently diffficult-to-serve. EHP's strengths-based anchor program, works with participants to design their own self-sufficiency goals and then agree in writing to pursue them. Program participants are not self-sufficient in one or more of the following ways: · maintaining a permanent place to live · getting the social service assistance they need, · retaining a job (if appropriate) · managing their resources Quite often, counseling participants are people who have burned many, if not all of their bridges in Iowa City or other communities of origin or experience. The counselor helps participants build on their strengths and rebuild relationships within agencies, family members, and others. EHP's Counseling program has been widely recognized as an innovative and effective approach to breaking the cycle of homelessness. We are the first point-of-contact for many individuals and families moving through the continuum-- working to achieving self-sufficiency and safe, affordable permanent shelter. As such we are a hub or nexus of resource and referral. EHP holds as a primary concern understanding the community we serve and fitting into the local service system--we have been tenacious in avoiding duplication of services within the community. None of these activities happen very well or with substance if clients have limited access to the individual(s) charged with these responsibilities. Maintenance of the facility 24 hours on weekdays with qualified staff on-site charged with counseling, assessment, follow-through and establishing client plans does provide for comprehensive and relevant supportive services to the clients and will provide access to these services in a timely manner, EHP is committed to the efficient progress of individuals through the program. It is in the best interest of the individual(s) served and the best strategy for conservation and responsible stewardship of EHP resources. c. Rental Security Deposit Assistance: Although rental security deposit assistance is not explicitly listed as a priority need in the specified sections of CITY STEPS, it is discussed in the narrative and supportive sections. Page 12 of the document states," high cost of damage and utility deposits acts as a barrier for low-income households to enter into the rental market. Currently there are no citywide rental programs that allow payments to be spread over a few months to ease the cash-up-front crisis." Page 93 indicates, "The city intends to continue programs and pursue expansion of the amount of rental assistance available." Finally on page 95 Strategies for Addressing the Needs of Person s who are Homeless, subject heading a: Homeless Prevention, Strategy: Assist low-income households in maintaining and retaining their existing housing Objective a: Establish/improve emergency rent. mortgage and utility assistance. This ~s interpreted to include that which ~s immediately prohibitive and dependent on the rent--security deposils. 9. Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS, a. Floor Restoration: Theinvestmentinthefaci~ityitseIf~ren~vati~n~f~~~rsurfaces~isn~tsupp~dedbyresearch~rgaps analysis in the City's continuum of care. However, it does come under direct consideration with regard to maintaining a public facility with serious consideration always given to the health, safety and welfare of the individuals, the citizens, who frequent and utilize the facility. b. Sen, ice Coordinator: Under Continuum of Care: Gaps Analysis Individuals and Persons in Families with Children, CITY STEPS. does prioritize the following service needs relevant to this application (CITY STEPS page 89 and 90): Individual Family · Emergency Shelter High High · Case Management High Medium · Life Skills Training High High The Continuum of Care: Gaps Analysis further indicates the following priority and support of this proposal respective of both Individuals and Persons in FamUies with Children: · Chronic Substance Abusers--High · Seriously Mentally Ill--High · Dually Diagnosed--High · Veterans~Medium EHP can serve 30 individuals per night We are now open 24 hours a day Monday through Friday and until 11am on Saturday and Sunday. We maintain these hours 365 days of the year. We remain critically understaffed, with one staff person on during each of the shifts. EHP fills a needed service gap of providing shelter and supportive services to homeless individuals in Johnson County and surrounding counties--we are the only general-use shelter in the county. EHP'S award-winning counseling program is integral to helping homeless Johnson County residents become more self-sufficient and break the cycle of homelessness--providing an incremental step on the continuum from no shelter to economic independence and secure, permanent housing. Clients are required to save 75% of their earnings toward housing. and with a counselor's help. take other steps toward economic independence, In 2000, EHP maintained its success rate of previous years with nearly 60% of all program participants graduating from EHP with steady jobs, stable places to live, and money in their pockets. EHP staff coordinate with local physicians to provide on-site outreach to people with mental illness to reduce the use of Emergency Rooms and increase clients' quality of life-Project Impact. EHP also collaborates with the Community Mental Health Center to place an outreach counselor at the shelter one night per week. The access to these practitioners for EHP clients is crucial to their success. AS of FY 2000 EHP has increased access to substance abuse clinicians via the STAR Program. An outreach counselor has drop-in hours each morning at the facility and there is a weekly open AA meeting held on site. EHP also intends to coordinate care fully from initial assessment--with a comprehensive health screening, assessment, follow-through. and client plans to be maintained through regular check-ins with shelter staff throughout the clients' stays. For years EHP has provided base line counseling and assistance to the homeless throughout this county and beyond. As there is a natural compression in the homeless community--an identified core sub-population that is chronically homeless--it becomes imperative for the agency to find proactive and aggressive means for assisting clients in working through multiple barriers to economic independence. Substance abuse and mental illness are demonstrated in high numbers through out the general homeless population. When we begin to focus in on the critical core, the chronically homeless--those individuals who we invest the highest proportion of our resources in year after year--the incidence of documented debilitating problems with substance abuse and mental illness manifests exponentially. It exceeds epidemic proportions. To begin to attempt anything to implement radical, life time change--long term economic independence--there must be a strong, integrated and coordinated system of service coordination. Clients must have substantive access to knowledgeable staff. Access must be maintained as an inherent part of the very fabric of this agency The need is demonstrated on a daily basis at the shelter and well- understood by the agency staff and other service providers. c. Rental Security Deposit Assistance: The county does have one funding source available for security deposit assistance as administered by the Greater Iowa City Housing Fellowship This program is not in reality a functional resource for most individuals coming through EHP or accessing the facility for verification of homeless status. The program restrictions and requirement of the SDLP at GICHF are well understood and appreciated. But the fact remains the resource remains beyond the reach of most individuals that avail themselves of our services. It is also understood that the PHA anticipates launching a program in partnership w~th GICHF and that this sei~i~eposit assistance would be restricted to PHA tenants or certificate holders. If awarded, the program as jointly administered by EHP and the Crisis Center would be a resource of last resort. Only individuals not qualifying for the two preceding programs, if operational, should apply. Applicants would have to demonstrate qualifications as jointly agreed to by the Cdsis Center and EHP. The gap although not specifically iterated exists in so much as EHP is investing significant resources and individuals and families are occupying much needed and precious space often times only to the end of saving enough money for the security deposit and first and last months rent~ften required of residents of EHP especially if at some point their current address is disclosed. When faced with consistently denying shelter to others in need this is a serious burden for one agency to maintain and arguably not the most efficient use of limited resources. SECTION 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan* is requested, please indicate the applicable loan terms: Type of Loan: (check applicable line) Amount Years 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) The project is requesting a grant. · A~ loan terms are subject to negotiation and/or modification by the HCDC or City stafl~ 11. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. 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 Please place an "X" in box that applies Type Status EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF In- Cash Antic. Comm. FUNDS FUNDS Kind (e.g. salaries, acquisition, OTHER FUNDS rehab) If possible, please prioritize the budget Service Coordinator 2FTE $30,000 $25,000 Joint State Application X X $ 7,500 United Way X X $ 6,750 Faith Communities X X Staff Oversight $ 7,500 EHP Non-Directed Funds X X Facility Support $ 5,000 EHP Non-Directed Funds X X Rental Security Deposit $30,000 O ~m~ X X ~,ssistance $ 3,000 Private/Anonymous Contr. X X Staff Administration of $ 2,100 EHP Non-Directed Funds X X Facility Suppod $ 1,500 EHP Non-Directed Funds X X Floor Restoration $ 1,410 X X TOTALS $61.410 $58,350 Amount of PrivateSAgency Funds $ 58,350 (a) Amount of CDBG Funds $ 61,410_ (b) TOTAL PROJECT FUNDING $ _119,760 (c) (sum of lines a and b) Number of Persons Assisted 700 (d) (see question 17) Total Cost per Person $171.09 (e) (line c divided by line d) Total CDBG Cost per Person $ 87.73 (f) (line b divided by line d) 12. 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). a Floor Restoration: No other groups or organizations were asked to contribute or fund this project, b, Services Coordinator: The United Way, Joint State monies, and Local Faith Communities have been asked to contribute to or assist with funding for this project under the larger umbrella of continued support of existing operations in addition to expansion of services and imjreased access to the EHP program and facility. It is anticipated that funding awards or decisions will be made and recipients notified in March regarding United Way monies, in June regarding Joint State monies and the solicitation for increased suppod from the faith communities is on-going. Realistically, EHP can not hope for the types of increases necessary from any one of these sources and as such is making an appeal for local CDBD monies. c. Rental Security Deposit Assistance: EHP has received and set aside $3,000 from private and anonymous contributors to be utilized expressly for this purpose. The Executive Director anticipates continued solicitation of support for this pilot project but will not risk much need community dollars depended on for maintaining the core operations of the agency. 13. 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 X If "yes", what is the percent of full taxes paid? % and amount paid $ SECTION 3 - Feasibility 14. If funds are awarded, will the project/program continue after the CDBG funds end (explain)? Yes X No a. Floor Restoration: This is close-ended activity and will terminate once the project is complete. it is earnestly hoped that EHP will acquire a new facility before such restorative work is needed again. b. Service Coordinator: EHP has maintained this position funded at .5FTE since the early 1990's. In all honesty it has been staffed at very much more than that with the individual in question often not receiving just and adequate compensation. Because of lack of staffing. it has not been unusual for the agency director to even participate in this activity at times. This is a significant burden causing systemic problems when looking at the agency holisfically and for the long run. Last year. EHP relied solely on private community based monies to suppod the increased access of fully funding this position at 1 FTE. EHP is seeking relief and additional support this year from public monies specific to this application, CDBG. The Executive Director and EHP Board of Directors are committed to increasing fundraising eftotis in support of the increased access provided by the additional staff. This can only happen with immediate and sustained relief provided relative to the current staff structure This is a long term goal of the agency and viewed as essential for the clients, other service providers, and the community at-large, c. Rental Security Deposit Assistance: It is fully anticipated that this pilot project will be established in the base line programs offered by EHP. This can not happen with out community-wide support and the express attention and suppod of the Executive Director and EHP Board of Directors to increase fundraising eftotis. Plans are already underway to that end. Additionally, within the design of the program it is anticipated that there will be a revolving aspect to the funds--including partnering with private area landlords and the prospective client to receive a commitment that any program funds utilized for the rental security deposit would be revealed back to the program upon the tenants exit oft~'~ental unit, 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG~HOME funding. Date Description of Activity July 1,2001 Beginning of City Fiscal Year and Project Stad Date a. Floor Restoration: EHP is prepared to proceed immediately with this project upon notification of commitment of CDBG funds. a. Service Coordinator: As this is written, EHP is continuing to move forward with providing increased access to service coordination We are conservatively optimistic that necessary funding will continue to come into the agency. Should United Way. Joint State monies and CDBG not come in at levels necessary to sustain the activity we will discontinue and begin to slowly draw back to pre-existing and limiting hours, It is anticipated that should CDBG funds be awarded come July 1,2001 there wile be a formal commitment to continue with 2FTE service coordinators through out that fiscal year and beyond with necessary documentation and outcomes documented. Should EHP not receive requested funding from the various sources the second and third quarEars of EHP's fiscal year, which coincides with the calendar year, would not be able to sustain the increased staff expense. The first and fourlh quatiers of EHP's fiscal year are usually relatively strong--a direct function of seasonal giving and are consistently drawn off of to supplement the third and fourth quarters. c. Rental Security Deposit Assistance: EHP is prepared to proceed with this program and be fully operational as of July 1, 2001. It is anticipated that funds would be fully exhausted during the course of the fiscal year. However, and this is key, it is intended that there would be supplemental funds or replacement funds consistently amended to the project from newly cultivated private contributors. This may be ambitious, But the original intent is to continuously solicit for contributions to the specific program as original CDBG funds are utilized. The original seed money of $3,000 is committed and in-hand. SECTION 4 - Impact\Benefit to the Community 16. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. a. Floor Restoration: not relevant to this item number. b and c. Service Coordinator and Rental Security Deposit Assistance: EHP is the first point-of-contact for many individuals and families moving through the continuum of housing--working to achieve self-sufficiency and safe, affordable permanent shelter. EHP serves anyone in need by definition this is all low income persons. So as to ensure inclusiveness and continuity, EHP maintains consistent communication with other service providers and city staff. This is recognized as critical and fundamental to the viability of the organization, its mission. and effective provision of services. EHP staff collaborates with other organizations to improve Iowa City's Continuum of Care for homeless persons. In 1997 a program under the EHP umbrella providing affordable housing and supportive services to previously homeless single people, spun-off to become an independent not-for-profit agency, Successful Living. EHP's counseling program, widely recognized as an innovative and effective approach to breaking the cycle of homelesshess functions as a most effective first step to this transitional program; staff has been shared in the past and program philosophy between the two agencies is shared. EHP maintains linkages with agencies throughout the community to improve client access to our program and beyond, We frequently receive referrals from the agencies that also see our target population, EHP holds as a primary concern understanding the community we serve, fitting in to the local service system and ultimately informed and responsible advocacy for the individuals we serve. This project, if funded, would provide EHP with the opportunity to make fully comprehensive counseling services available to the homeless population of Johnson County. The need for substance abuse and mental health access for this population is not only realized and supported at the local level but at the national level as well (see HUD's recently released study on Homelessness). it is critical that this multi-risk population is able to gain access to these services in a timely manner and consistent exposure is fundamental to productive results. To have an individual (or shared staffing of these duties) on site at the shelter on a full time basis is what is needed to round out the program and to begin addressing the issues most especially of those individuals that seek our services chronically As indicated in the response to item number 1 in this section, the activities of this project are by their very nature integrated with other activities within this organizati and others throughout the community EHP strives to alleviate the problems faced by our community's homeless, We will advocate for positive changes and will guide, teach and facilitate those asking for our assistance through a productive and sustained transition to permanent housing. We are dedicated to the empowerment of the individual. The services coordinator/daytime counselor is the vehicle that maintains Ihe integration---remaining abreast of community programs and resources and meeting rogulady with each resident maintaining more than a transient stay. Sustained and substantive accessibility to this/these person(s) is crucial. Identification of gaps specific to the rental security deposit assistance has been detailed previously in this submission. 17. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the following income categories: (please see attached Income Guidelines for Iowa City) ~ Floor Restoration: The goal is to maintain a decent living environment within the shelter and in so much as possible preserve the original investment of CDBG funds and this community in the EHP structure itself. ~. Service Coordinator: · Shelter staff will provide better-coordinated care · All EHP clients and others through out this community and beyond will realize increased and consistent access to knowledgeable EHP staff. · All EHP clients will receive comprehensive health screenings. · There will be assessments, client plans and followsthrough with clients maintaining regularly scheduled meetings with service coordinators. · Referrals will be made in a timely manner to community based and public funded programs. Service Coordinators will ~ partner with outreach workers to assist clients with follow-through. · The general homeless and chronically homeless of Johnson County will maximize their potential to be a self-sufficient as possible by continue to address substance abuse and mental health issues during their stay at EHP and 'potentially beyond. This is directly supported in EHP Rules and Policies, · Shelter programmatic success rate is anticipated to exceed 65%. · Shelter recidivism rate will drop in the long run. c. Rental Security Deposit Assistance: · The fund will provide access to qualifying individuals and families with children throughout this community that do not meet the criteria for any other security deposit assistance program. · A minimum of 80 households will be assisted if fully funded. · The shelter resources will be better utilized and preserved for those needing stabilization and not necessarily simply additional time to save extraordinary amounts of money to meet prohibitive rental requirements of first and last months rent in addition to a security deposit. · Individuals, most especially families with children, will reduce their length of stay at the shelter. This is a priority for the families especially as this is an extremely stressful and over-crowded environment laden with risk and many unknowns. One can literally watch the family deteriorate in some cases, as the length of stay in the shelter increases. As such it is hoped that the integrity of the family will be preserved. · The EHP Executive Director and Board of Directors will work throughout the year to continue to replenish the fund. (Circle persons or households) The applicant has bolded the relevant unit and not circled. Number between 0-30% median income 550 persons or households (a) Number between 31-50% median income 150 persons or households (b) Number between 51-80% median income __ persons or households (c) Number between 81 - 100% median income __ persons or households (d) Number over 100% median income persons or households (e) TOTAL 700Persons or Households (f) Percent LMI 100% [lines (a+b+c) divided by line l] 18. 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. locating housing or employment). a. FloorRestoration: This item is not relevant to this adicual item number. b. & c. The Emergency Housing Project is a private, secular, not-for-profit agency started in 1983 by local religious communities and human service agencies. EHP's primary focus is to provide temporary shelter to those who are interested in achieving self- sufficiency. The following table describes the short and long term objectives concentrating on results and outcomes of those efforts that occur above and beyond our baseline mission which is to house, comfort, and feed homeless people each night in and environment conducive to human dignity. Success is to provide this service to each person staying at the shelter and to not have to turn people away at the door (other than those who are in violation of standing house policies)--this aspect often confounds us. This application is seeking increased support of EHP's counseling program--a strengths-based anchor program. works with participants to design their own self-sufficiency goals and then agree in writing to pursue them. As such it is relevant to draw from existing goals and objectives, Program participants are not self-sufficient in one or more of the following ways: · maintaining a permanent place to live · getting the social service assistance they need · retaining a job (if appropriate) managing their resources ddigent maintenance of sobriety and med-compliancy Program participants are r~quired to save 75% of their earnings while at the shelter and with a counselor's help, take other steps toward economic independence (maintaining steady work attendance for example) The program is individually tailored so that which is considered successful will vary client by client However, at a minimum, upon leaving the shelter, tbe participant wile have saved 75% of earnings, have steady employment (ff appropriate) and will have made good progress toward overcoming other barriers that may exist. This does also involve esteem building and empowerment for the ~ndividual participant Often times success is incorporating the earnings aspect while ensuring that the program participant receives much needed consistent professional medicalipsychological care from health professionals available on a weekly basis on s~te, and furthermore, that the participant then stabilizes his/her prescribed medication schedule.: EHP'S strengths-based anchor program, works with participants to design their own serf-sufficiency goaIs and then agree in writing to pursue them, Program participants are rated on the degree to which they fulfiiled their agreements, from 0 - 100% For example, a participant would be rated as completing 100% o[ their agreement if he/she left EHP with long-term housing, a job, and some money, Someone who found and maintained a job and saved money but left EHP before locating housing would have completed 75% of his/her agreement. Often times, success is incorporating the earnings aspect while ensuring that the program participant receives much needed and consistent professional medical, psychological, and substance abuse care from health professionals available on a weekly basis on site, and that furthermore, the participant then stabilizes his/her prescribed medication schedule. Since 1995, nearly 60% of Early Bird participants have left the shelter 100% successfully. There has been a direct and demonstrated positive effect with increased access to knowledgeable staff so as to expedite resource referral and coordination of care. This is intuitive and consistently supported in all cited planning materials. Goal [nputs/Methods Short-term Outcomes Long-te~m Outcomes Evaluation Methods 200[- 2002 2000 - 2010 General Homeless and 2 FTE Counselors and Agency staff will perlbrm 75°', will have longer Process Evaluation-- 19. Please discuss how these outcome data will be met by the proposed project in providing for adequate staffing at EHP most specifically for the cr~tia~ posabon of Service Coord~naUon, the agency wfiJ be better prepared to address aH tasks and follow through consistently. Increasing access although basic, will have a profound impact aH the way around We have already seen evidence of this over the past year of service alone. There Ls a consistently increasing number of clients with multiple barriers to Sustained economic independence These barriers are inherently systemic ~n nature. These are clients with many barriers to success including substance abuse issues, erratic work histories and habits, and mental and physical health needs Often times these characteristics are co-occurring--dual-diagnosis, Multi- needs clients require more consistent and intensive staff time and do benefit directlly from th~s Please also refer to the preceding disussion in item number 18 20. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. The proposed project has been indicated but this is an already existing location. EHP is not requesting funds for a new siting of services at this time. SECTION 5 - Capacity\History of the Applicant 21. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) FY99 (July 1998 - June 1999 Budgeted Amount $ 27,562,35 Amount Spent (to date) $ 27,562.35__ FY00 (July 1999 - June 2000 Budgeted Amount $ _2,038.60 Amount Spent (to date) $ 2,038.60 __ FY01 (July 2000 - June 2001 Budgeted Amount $ 0 Amount Spent (to date) $ __0 22. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes __X_ No ~. If "NO" please explain. 23. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. a Floor Restoration: EHP has the project estimates in hand and is prepared to proceed immediately. EHP has sustained compliance and good record for timely utilization and completion of such projects as funded by CDBG monies b Service Coordinator: This proposed protect requesl is for support of the extension of existing programs. Over EHP's very nearly 20 years of service to this community, we have demonstrated in full our organization's capacity and experience to undertake and complete the proposed proiect within the established timetable and budget. EHP has struggled for years faced with impossible barriers none the least budget restrictions and each year accompfishes to the best of our ability the charges and mission of the agency, The staff person providing immediate oversight for extension of the services has had over 12 years of experience in the field and service to EHP The ability to proceed rests unilaterally on securing adequate funding. The budgeted amount if allocated is reasonable and does account for the position's qualifi/ing benefits. The budgeted amount if allocated is reasonable and does account for the position's qualifying benefits. c. Rental Security Deposit Assistance: As previously indicated. the agency has provided shelter and service to the homeless of this community for very heady 20 years. EHP has already committed $3,000 dedicated specifically for this program, The agency is prepared to proceed with this pilot project immediately. Preliminary discussions have already occurred with the Crisis Center regarding the joint administration and partnership of the pilot. Project design and requirements/criteria are already being drafted. Again. the ability to proceed rests unilaterally on securing adequate funding. The budgeted amount if allocated is reasonable most especially for a pilot project. EHP continues to push the envelope in searching for or creating oppodunities for homeless and low-income people to transition into self-sufficiency, In 1996, EHP won awards from the City of iowa City and the Housing and Community Development Commission, and the Community Development Block Grant program for its innovative approach to homelessness In March of 1996. EHP entered a partnership with the City of Iowa City and D & K Properties, a private boardinghouse owner. In our Transitional Project, EHP provided supportive services, tailored after the in-house counseling program, to residents of three boardinghouses. for which we received a 1997 HUb "Good Practices" award EHP administered this program until July 1. 1998, at which time, a new agency, Successful Living, began operations and assumed administration of th~s program accordingly The agency of today looks vastly different from that of 1983 In 1983, we provided lodging and food with little structure and no supportPve services In 2000, we provide shelter. supportive senvices, and a ;ump-stad to ~ndependence for 29 people at a time. We collaborate extensively with other service providers in the county, the UtHC, the VA, and others. Since 1999 the Director has represented the agency at the state level as a member of the Iowa Coalition on Housing and the Homeless Board of Directors and, participating on the executive and policy committees for the State's Coalition. As such, EHP is able to advocate for the needs of the homeless and homeless service proriders across the state. EHP is addressing factors in our community that contribute to homelesshess People without steady incomes cannot maintain even affordable housing. In 1997 and 1998, EHP coordinated the development and writing of a county-wide grant proposal to HUb that would create a 3-year job training and placement program for chronically unemployed homeless people, including those with mental illness and chemical addictions. The proposal was fully-funded in February of 1999 and has been operational since October 1, 1999. The grant will bring in excess of $1 million into Johnson County to be utillized by many agencies to serve more than 100 individuals and their dependents The issue is not whether or not EHP can has the capacity or experience to undertake and complete proposed projects but whether adequate staff can be secured and maintained to operate the facility and to provided direct services to the hundreds of men, women, and children seeking our assistance such that each person including the executive director has a reasonable and defensible job description and whether this can be sustained for the long run and at an adequate level. e~ ~ ~ > > o0 z ~ ~ o~ ~ % ~ Low~ ~ o W4L ~: a ~ < S~ ~ ~ ,n ~CORNELLAVE 1¢ R m EST ~' ~ ~ " m FLORENCEST~ HST HSTH I ~ m ~ ~ 0~4 RD 4d~' O ~ ~ STATE HWY ~ m ~ ~ v, ~ O~ ~ r ,~BB Exislting Housing Resources ~ x o CITY OF IOWA CITY FY02 COMMUNITY DEVELOPMENT BLOCK GRA 3. Nam and Address of ~plican~O~ani~on 4. Con~ct Pemon: Dcnjsc Gan~t Family SerfScos Phone Num~r: (319) 39~-3574 ~] 100 Fimt Street SW, Suite 200 Cedar Rapids, IA 52404 Fax Number: (319) 39S-3577 Email Address: d~pat~mc]~u~.net 5. Location of Proposed Project: 6. Check CI~ STEPS Objective (only one): Consumer Credit Counsclin~ Se~i~ Affordable Housing Needs ~2 E, Cou~ Homel~s Needs Public Facili~ Needs Iowa C~ty, [A ~2240 X Public Se~ce Needs Economic Development Needs 7. Bdef summaff of the proposed proj~t (please use only the space provided below): The purpose or Consumcr Credit Counselin~ Sc~iccs (CCCS) is to "strcn~hen individuals, ~amilics, and the communities in which ~hc~ live b}' providin~ financial education and debt management se~ic~s tha~ help clients find and implement solutions to aIlcv~tc their financial concerns and improv~ their financial situation.~' From offices in B~lin~on, Cc~r ~apids, Dubuqu~, and iowa Ci~, CCCS sc~cd ] ,303 families, made ] ]6 edu~tiona] presentation, ~d returned 2.46 million dollars to creditors ~n fiscal y~ar 2000. CCCS offers budget co~selin~, debt m~na~ement, and consumc~ education. First counselors will ~sess a ramily's sit~tion to help set ~oa]s and priorities and to develop a realistic, workable plan. This initial se~ice may indicate the need ~or ~dditionai se~iccs, from hclpin~ to develop a s~ndin~ ~nd savin~s plan to assist~n~ someone dccp in debt by se~in~ them up in a Debt Management Pro~am. Debt ManaBemcnt involves the development o~ a debt repayment plan ~th the ctient's unsccured creditors. Once a plan is worked out snd a~e~d upon by the client, each creditor is contacted ~nd repa~cnt a~n~emcnts negotiated. ]n addition to rcducin8 pa~ents, some creditors a~cc to reduce finance char~cs ~nd other fees. Ciients then de~sit a regular ~mount o~moncy ~th CCCS ~or disbursement to their creditors accordin~ to the a~eed u~n plan. This helps clients develop a balanced budget and benefits companies by sc~jn~ up a payment plan to recovc~ monc~ that othe~isc ma~ have hccn lost to ban~ptcy. The third com~ncnt or CCCS is financial education to teach the skills and tools to effectively manage money. Classes and workshops arc provided for clients, schools, community ~roups, and the public. This request is rot $4,9~5 rot the Iowa Ci~ o~cc or Consumcr Credit Counsciin~ Strict. Thcs~ funds would pay the Eels for ~pproximatcly 50 low-income households to r~ceivc initial financial assessments and For 25 or these to enter the Debt Management Pro~am. The ~rant will be cx~ndcd to cover assessment, sctup, and monthly Eccs rot clients with incomes at or below 50% or th~ area median income. Th~s would alleviate the financial burden or the mandato~ rccs rot the neediest or clients and would help CCCS continue scrvin~ nearly 200 Iowa City area families per year who arc stm~lin~ financially. SECTION 1 - NeedXPrioritv 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the One most applicable prfority need and ptfority need level, as shown on pages 91-92 and 98-99 in CITY STEPS) The CITY STEPS Plan indicates a high priority level for "Other Public Service Needs" and credit counseling is an important service for residents of Iowa City. The demand for Consumer Credit Counseling Services continues to grow in the Iowa City office. Through financial education and debt repayment, CCCS offers tow-income individuals and families a way to make progress toward escaping poverty long-term People with marginal incomes can develop a budget and achieve defined goals with appropriate support and education. This program provides both the ongoing support and financial life skills education. The education component of the program increases budgeting, saving, and other financial knowledge. This service also complements the eflbrts of other agencies as they provide services and address the various needs of their clients. For example, CCCS financial counselors send clients to HACAP for energy assistance and CCCS recently made a financial presentation to the HACAP Head-Start Parents. HACAP is just one example of agencies that can refer clients to CCCS and vice versa to provide more comprehensive services. The Debt Management Program returns money to local and national creditors, strengthening the economy and in some cases, preventing bankruptcy. With its positive effects on individuals, families, and businesses, CCCS is a valuable public service for the Iowa City area. CCCS also addresses the need for senior services, as it helps seniors on fixed incomes to create realistic budgets and meet their financial obligations. Other Public Service Needs High Priority Need Priority Need Levd (High, Medium or Low) 9. Tell us why this project is needed (include information from studiesXresearch or other supportin~l documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. Consumer Credit Counseling Service can help prevent and alleviate growing money management and debt problems. The need for this program is ongoing as credit card offers and other loan options continue to bombard people and entice them deeper into debt. As CCCS clients gain financial knowledge and skills, they are better able to meet basic needs, afford decent housing, maintain suitable living environments, escape poverty, and access economic opportunities. Prevention and early intervention are needed to prevent continuing increases in bankruptcies. According to the Bankruptcy Notification Service, there were 8,077 bankruptcy finings in Iowa in 1999, with 3,305 in the Northem District and 4,772 in the Southern District. In just ten years the average amount of credit card debt per homehold has increased by almost $5,000. According to CardWeb. Com, a credit card research company, the average American homehold with at least one credit card carried a balance of $7,942 in 2000. In 1990, the typical American homehold with at least one credit card had a balance of $2,985. Granted, not all parchases nor uses of credit lead to problems, but with the prevalence of credit card offers and other available credit people can accumulate large amounts of debt. Covering these debts can be a problem for anyone, but may be almost insurmountable for low-income families unless they can access comprehensive financial cormscling and education services. Consumer Credit Counseling Service fills a gap in the City's continuum of care and is unique in that it provides face-to-face financial counseling, in-depth assessments, and spending plan development. Family Services' CCCS program is nationally accredited and has a history of providing service in Eastern Iowa. ISU Extension offers some financial education programs, and CCCS cooperates with ISU locally. SECTION 2 - Leveraainq Resources · 10. Is the project requesting a grant or a loan? If a loan* is requested, please indicate the applicable loan terms: Type of Loan: (check applicable line) Amount Years Principal and interest (amortized loan) Principal and no interest (amodized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) * All loan temls are sub, l~=,ct to negotiation and/or modification by the HCDC or C~ty staf~ The project is requesting a grant of $4,925. 11. List the amount of CDBG funds requested for vadous categories appropriate to your projecL Use genera/ categories such as salan~s, office expense and other administrative expenses for operational funding. Use catecjoHes such as property acquisition, architectural expenses, construction costs, mateda/ and administrative costs, etc. for censtruction/rehab projects. Please include the cost of an audit for any pro.~ct over $300,000 and other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, p/ease 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 agefry budget BUDGET BREAKDOWN Please place an "x" in box that applies Type Status REVENUE CATEGORY CDBG OTHER UST SOURCE OF In-Kind Cash Antic. Comm. FUNDS FUNDS OTHER FUNDS University of Iowa contract $ l O,OOO University of Iowa X X Fair Share contributions $30,284 Creditors X X DMP Fees $3,300 $6,177 Client fees, donations X X Assessment Fees $1,000 $1,244 Client fees, donations X X Set-up Fees $625 $495 Client fees, donations X X EAP Assessments $1,000 Clients' employer X X Other Workshop Fees $300 Various businesses X X Revenue Subtotals $4,925 $49,500 Total Revenue: $54,425 X X EXPENSE CATEGORY Please see revenue (e g salaries, acquisition, rehab) section above for ff possible, please sources of other pdoritize the budget funds. Salary $4,925 $21,117 X X Benefits $5,170 X X Administrative $5,526 X X MileageJtransportation $1,071 X X Professional fees, dues $675 X X National affiliation $75 X X Training $100 X X Vendor Se~ices $100 X X Printing $100 X X Rein $ 6,600 X X Properly &liability insurance $390 X X Telephonejlmemet $1,200 X X Supplies $575 X X Postage $1,653 X X Bank fees $285 X X Advertising $1,000 X X SUBTOTALS $4,925 $45,637 TOTAL: $50,562 tO5 Amount of PrivateV~,gency Funds $49,500 (a) Amount of CDBG Funds $ 4,925 (b) TOTAL PROJECT FUNDING $54,425 (c) (sum of lines a and b) Number of Persons Assisted 180 (d) (see question 17) Total Cost per Person $302.36 (e) (line c divided by line d) Total CDBG Cost per Person $27.36 (f) (line b divided by line d) 12. 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). · University of Iowa - Contract to provide financial counseJing to students: Renewal of contract anticipated. · University of Iowa - Employee Assistance Program to provide financial counseling to staff: Renewal anticipated. · Creditors receiving disbursements - Fair Share contributions requested. CCCS maintains the highest standards to receive the highest possible percentage from those creditors using this criterion to determine contributions. · Through fundraising efforts various businesses are asked for private donations to support program operations These requests wil[ start in spring of 2001 and continue throughout fiscal year 2002 13. 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 X If "yes", what is the percent of full taxes paid? __% and amount paid $ SECTION 3 - Feasibility 14. If funds are awarded, will the projectJprogram continue after the CDBG funds end (explain)? Yes X No Family Services will be making more efforts to request donations from Iowa City area individuals and businesses. CCCS also is exploring the possibility of funding through the City' s Aid to Agencies budget. Another source of inceme that will be growing is that from educational programming now that CCCS offers Credit When Credit Is Due, an adult credit education cumculum 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: ff funded. this schedule will be used for any Otoiect aclreement for the use of CDBGWOME fundine. Date Descdotion of Activity July 1,2001 Beginning of City Fiscal Year and Project Start Date July 1 - June 30, 2002 Funds will be expertdeal to cover initial assessments, setup, and monthly fees for clients with incomes at or below 50% of the area median income. Depending on the amount granted and the services needed, at least 50 low-income households will be served as they seek services at any point in the fiscal year. SECTION 4 - Iml}act%Benefit to the Community 16. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community, Consumer Credit Counseling Service is pan of the continuum of care within the community as it provides financial counseling and education services for low-moderate income persons that may also be needing and accessing other services. It does fill a gap within the community as it provides one-on-one, face-to-face services for those with financial difficulties. It also provides preventative educational services. The following are examples of how CCCS partners with existing services: * Receives referrals from HACAP sends people to HACAP for energy assistance · Receives referrals from the Domestic Violence Intervention Program (DVIP) · Receives referrals from Life Skills * Accepts many referrals from the University of Iowa Credit Union and other local financial institutions · Provided a workshop liar staff of the DV1P · Does educational presentations for a Divorced/Widowed Support Group · Does educational presentations for the Department of Corrections and Hope House .Does educational presentations for the Broadway Head-Start Parents, staff and members · Does educational presentations for parents at University of Iowa freshman orientations · Does educational presentations for the University of Iowa College of Medicine and other student groups, both undergraduate and graduate . Provides free financial counseling for University of Iowa students through a contract with the school · Provides financial counseling for University of Iowa staff through an Employee Assistance Program · Participates in the Cedar Rapids Area Credit Association, comprised of businesses and individuals from the Iowa City to Cedar Rapids corridor. 17. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the following income categories: (please see attached Income Guidelines for Iowa City) Goal: Make affordable financial counseling services available for the growing number of people who need them. Part of this goal is to continue increased CCCS activity in the Iowa City area. Last fiscal year CCCS increased staffing from 'A time to a % time staff person in Iowa City. 1't objective: Provide 180 assessments and waive or reduce fees for at least 50 low-income households Indicators: Staff will collect and compile monthly data on: · The number of inquiries, new intakes, and active cases · The income of participating clients · Initial assessments and fee reductions for those at or below 50% of the area median income. 2"d objective: Of those 50 or more households, set up approximately 25 in the Debt Management Program at waived or reduced fees and successfully graduate 50% of those. Indicators: Staff will track: * The number of low-income clients entering the Debt Management Program · The number needing waived or reduces fees · The number of clients successfully completing Debt Management plans/achieving financial goals. The typical population accessing the financial counseling services of CCCS is primarily low-income families with two wage earners in the household. The following are client statistics: Monthly income levels: 10-15% $0 - 999 5 - 7% $3,000 - 3,499 43-47% $1,000 r 1,999 5 -7% $4,000 - 4,499+ 17-23% $2,000 2,999 Average debt and creditors: $24,000 with 9.4 creditors. Reason for debt: 54% Poor money management skills 10% Medical expenses/disability 24% Unemployment or reduced income 12% Other The program typically serves populations ranging from young adults to the elderly, especially single parents and referrals from other agencies or creditors. Based on past client statistics and senrice goals, CCCS estimates it will serve the following numbers of households in the Iowa City office*: {Cir& persons or honsehdds) Number between 0-30% median income 25 persons or households (a) Number between 31-50°/0 median income 90 persons or households Number between 51-80°/0 median income 35 petr-,-,-,-,-,-,-,-,~ or households (c) Number between 81 100°/0 median income 15 persons or housefolds (d) Number over l 00% rnedian income 15 pe'rsons or households (e) TOTAL 180 Persons or Households (f) Percent LMI 83% [lines (a+b+c) divided by line f] *Note: These projections are for the general population of Iowa City and do not include University of Iowa students served under a contract with the University. 18. 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. locating housing or employment), The main outCome oECCCS is to stabilize the financial situation of its clients. This is done by an initial assessments and then retaining clients through the successful completion of their programs. In the Iowa City area, outcomes will include providing 15 initial assessments per month, servicing two new Debt Management cases per month, and helping nearly 200 households. Of those clients entering the Debt Management Program, one outcome will be that 50% successfully complete their program and meet their debt elimination goals. This mtc of retention is higher than the national average of 43%, but currently the program has a 48% success rate. Data from the first six months of the current fiscal year demonstvate that these objectives can be met. So far the Iowa City office has had 200 inquiries, 97 appointments, and 38 new clients in Debt Management. These services would be more readily accessible to low-income households with funding to cover their fees. Also, to provide this level of service, CCCS needs to maintain its 3/4 time presence in Iowa City. Based on past statistics and continuing efforts to expand services in Iowa City, the outcomes can be achieved with sufficient funding. Outcome data from last fiscal year indicates that the Iowa City office accomplished the following: a) Responded to 366 inquiries, b) Provided 135 appointments, c) Set up 34 new clients in Debt Management Programs. 20. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. The office is currently at 22 E. Court in Iowa City but other locations are being considered. SECTION 5 - Callacity%History of the Apl~licant 21. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of fie project(s) undertaken. (City fiscalyear July I to June 30) FY99 (July 1998 - June t 999 Budgeted Amount $ - Amount Spent (to date) $ - FY00 (July 1999 - June 2000 Budgeted Amount $ - Amount Spent (to date) $ - FY01 (July 2000 - June 2001 Budgeted Amount $ - Amount Spent (to date) $ -- 22. Is the applicant (including partners, co-applicants, etc.) currenUy in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No __. If "NO" please explain. 23. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. CCCS is an ongoing program with an accreditation process that helps assure that it is financially feasible and meets Federal, State, and local codes. It is licensed to engage in debt management by the Iowa Department of Banking and meets the high standards of the National Foundation for Consumer Credit. Besides applying for this and other grants, CCCS is primarily funded by client fees and Fair Share. Fair Share is a program where creditors voluntarily give back up to 15 percent of funds recovered. Consumer Credit Counseling is one program area of Fumily Services. Lois Buntz, the executive director of Family Services, has managed over 20 local and state grants over the last five years. Private contributions have grown to over $100,000/year. In fiscal year 2000 Family Services had a $1.5 million operating budget. Scott Shook is the director of CCCS and has over 15 years of experience with the program. Kevin O'Toole directs marketing and education eflbrts for CCCS. He has 13 years of experience in banking, most recently serving as Assistant Vice President and Loan Officer at The University of Iowa Community Credit Union before coming to CCCS. Heidi Khaw is the primary CCCS financial counselor for the Iowa City office. She received her bachelor's degree in business administration from Fort Hayes State. Prior to becoming a financial counselor Heidi worked in tax preparation with H & R Block. CCCS utilizes approximately 24 hours/month of volunteer labor and 32 hours/week of paid agency staff time for the Iowa City office. Jan Garkey with the Johnson County ISU Extension Service serves on the Advisory Board and provides additional time and expertise. Page I of I CITY OF IOWA CITY FY02 COMMUNITY DEVELOPMENT BLOCK GRAN FUNDING REQUEST FOR NON-HOUSING PROJECT Name of Project: 2 T t I A t f CDBG F d R q e t d $30 000 00 L Name and Address of ApplicantJOrganization 4. Contact Person: Beleta Rush -:agles' Flight, Inc. Phone Number: (319) 338-5154 'OB 982 owa City, IA 52244 Fax Number: Email Address:rushb_49@hotmail.com S. Location of Proposed Project: 6. Check CITY STEPS Objective (only one): Affordable Housing Needs 130 Lafayette St. Homeless Needs ,owa City, IA 52240 Public Facility Needs __X_ Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please use only the space provided below): The Victory Temple Minority Women's Health Initiative (VTMWHI) seeks a grant to hire a part-time program assistant to: (a) further develop its youth-operated community garden; and (b) expand its health education and promotion services to women and girls from culturally, ethnically, and racially diverse populations in the Iowa City/Johnson County area. VTMWHI is a program of Eagles' Flight, Inc., a community-based organization in Iowa City. VTMWHI promotes education, advocacy, and research around issues relating to health disparities and lifestyle adjustments within populations of color, particularly among those who are low income and are either uninsured or underinsured. Accordingly, the program provides cultural competency and interdisciplinary education programs to future health care providers by: (1) promoting mutually respectful and trusting partnerships between health professional students and women and girls from underserved and at-risk communities; (2) promoting cultural competencies in providing health care to women and girls of other cultural, racial and ethnic backgrounds; (3) promoting accessibility to quality, affordable health care services; and (4) promoting the benefits of intervention within the context of long-term comprehensive care. VTMWHI sponsors blood drives; holds monthly seminars dealin9 with sickle cell disease, obesity, self-esteem, stress management, and life skills strategies; oversees a mentoring program for youth; sponsors a community garden; and offers quarterty health development programs for women and girls, along with childcare. It also educates minorities about organ donor programs. Since November 1999, the VTMWHI has formed partnerships with several colleges at the University of Iowa, including health sciences and law, and campus organizations. Future outreach efforts will be geared toward the broader community, specifically churches, mosques, educational institutions, Indian reservations, and other places in Iowa and contiguous states where there is a significant minority population. SECTION 1 - Need\Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housin9 Market Analysis. (Please specify the one most applicable priority need and priority need level, as shown on pages 91-92 and 98-99 in CITY STEPS) According to Healthy lowarts 2010, VTMWHI addresses three of the 10 Leading Health Indicators reflecting major health concerns in Iowa and the U.S. The specific indicators are physical activity, overweight and obesity, and access to health care. Also, the V'I'MWHI achieved national recognition in June 2000 as second place award winner at the 18~ Annual Secretary of Health and Human Services Awards Ceremony for Innovations in Health Promotion and Disease Prevention. During his presentation, Randolph F. Wykoff, MD, MPH, & TM, Deputy Assistant Secretary for Health said, "as best I can tell. this proposal addresses at least nine of the 10 leading health indicators (of the Healthy People 2010 initiative) - while concentrating on overweight and obesity - clearly one of the nation's most serious long-term health risks. From my perspective this project represents a tremendous tool from which all of us can learn about public health. By building coalitions, by targeting at risk populations, and by building a mutually supportive environment, this project makes public health a reality. This is a project that rrMWHI's emphasis on prevention and health education mirrors that of local and state agencies, as well. CITY STEPS cites ~ealth services (e.g., prevention, nutrition and medical care) as being of "the greatest need, and highest priorities" for this :ommunity. Healthy lowarts 2010 encourages and supports the development of community-based programs and m~dals that ~ppeal to different cultures, as well as encourages health education activities that target diverse populations. · '~.. r]'WMHI is applying for a grant to provide a temporary pad-time salary for a program assistant who will assist with further tevelopment and expansion of the health development programs and oversee the youth-operated community garden. The larden concept was initiated last summer, and fits in with the Initiative's health development programs and concerns egarding nutrition, prevention, and healthy lifestyle adjustments in many ways--including providing access to free, healthy oods that are a common staple in the diets of diverse populations, but are too expensive or unavailable in mainstream narkets; and promoting healthy eating and lifestyle practices. Equally important is that this program offers job training and ncomes for youth; and engages youth and adults in civic community activities. (outh HIGH ~ublic Service (Health Promotion/Intervention) HIGH Priority Need Priority Need Level (High, Medium or Low) Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. Fhe Johnson County Capacity Assessment 1999-2000 report identified several barriers to health care in the Johnson County ~rea. Among these were cost constraints, inadequate health care education, outreach and training, and cultural and language ~arriers. Many of these barriers were evidenced among the initial participants of the ',/TMWHI. In June 1999, VTMWHI collected 9aseline data of a group of minority women to gauge their current health status, including weight, blood pressure, income, ;requency of contact with health care proriders, and personal lifestyle patterns. Ninety-six percent (96%) of the women were ~,frican American, one percent (1%) was Latina, one percent (1%) was American Indian, one percent (1%) was Asian-American, 9nd one percent (1%) was hi-racial. Fifty percent (50%) of the women had an income under $10,000; twenty percent (20%) had .ncome under $20,000; thirty percent (30%) had income under $30,000. According to the American Dietetic Association, the data collected indicated that in each age group heights and weights were seriously disproportionate. in fact, the initial data collected indicated that many of the women surveyed were either overweight or obese. Additionaliy, the data revealed that for minority women between 18-34 years old, physical activities, such as walking, aerobics and sports participation, were virtually non- existent. For the females in the less than 18 years old category, there was significant evidence of poor nutritional eating patterns, and a predisposition to obesity. A substantial number of the participants did not have adequate knowledge of the food pyramid, and had inadequate access to resources that would help to improve or adjust improper eating patterns. Only one had had an annual exam within the previous year. Furthermore, the majority of the women reported having no insurance. According to the capacity assessment conducted by the JCCOG, the National Center for Health Statistics show that low-income individuals with no medical coverage are 3.4 times more likely to have a chronic condition cornpromising their level of activity. Chronic conditions not only require close monitoring, but left unchecked, in the long run, can be debilitating and deadly. The American Heart Association lists obesity as a major risk factor for heart disease. Obesity joins the list of serious health threats that include smoking, high blood cholesterol, high blood pressure, and sedentary lifestyle. The National Heart, Lung, and Blood Institute makes the case for obesity control and prevention among U.S. minorities, stating, "the need for obesity prevention and treatment is particularly pressing in racial/ethnic minodty populations because of the high proportion of overweight and obese persons in many such populations." A 1992 study in Ethnicity & Disease showed that African American women "had an orientation to exercise that was more closely tied to recreational activities or activities that could be integrated with their other social roles versus exercise as an activity primarily geared to weight control." Hence, the Vq'MWHI takes a holistic approach that fiIIs a gap in the delivery of health care in the Iowa City/Johnson County area. City Steps cites both youth and health services as two areas of high need. SECTION 2 - Leveraging Resources 1 o. Is the project requesting a grant or a loan? This project is requesting a grant of $30,000. If a loan* is requested, please indicate the applicable loan terms: Type of Loan: (check applicable line) Amount Years 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) * All loan terms are subject to negotiation and/or modification by the HCDC or City staff 1. LIst the amount of CDBG funds requested for vadous categories appropriate to your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categoffes 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. BUDGET BREAKDOWN Please place an "X" in box that applies Type Status -EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF In- Cash Antic. Comm. FUNDS FUNDS Kind .e.g. salaries, acquisition, OTHER FUNDS -ehab) :f possible, please prioritize the budget $ $ Salary/benefits - Program 13,552 Assistant 2 Youth Supervisors 2, 678 18 youth workers 13,770 TOTALS $30,000 $ Amount of PrivateSAgency Funds $ 57,300 (a) Amount of CDBG Funds $ 30,000 (b) TOTAL PROJECT FUNDING $ 87,300 (c) (sum of lines a and b) Number of Persons Assisted 100 (d) (see question 17) Total Cost per Person 873.00 (e) (line c divided by line d) Total CDBG Cost per Person 300 (f) (line b divided by line d) 12. List other groups or organizations that were asked to contribute to or fund this project and the status ot those funds (include anticipated dates of funding awards or decisions). ntegrated Health Professions Education Program (IHPEP) funds awarded August 2000 in the amount of $15,300; Iowa Women's =oundation funds awarded January 2001 & June 2001 in the amount of $3000; U.S. Department of Health and Human Services' ']ecretar~'s Award funds awarded May 2000 in the amount of $4000; Robed Wood Johnson Community Leadership Grant l, pending February 2001 ). In-kind contribution of $36,000 from the College of Medicine and College of Nursing for 1999-2001 ~ealth development programs. In-kind services provided through the College of Law Legal Clinic. In-kind contributions from Pfizer Pharmaceuticals, Younkers, Sears. & Walmart of $3000. Advertising and promotion services provided through "The Firm,*' a PRSSA organization. In April 2001. the VTMWHI will hold a fundraising event expected to generate $55,000. 13. 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 $ SECTION 3 - Feasibility_ 14. If funds are awarded, will the projectJprogram continue after the CDBG funds end (explain)? Yes X No Eagles' Right. Inc. will continue to pursue funding sources for its programs. VTMWHI has existed for two years, and has been successful basically due to volunteerism and collaborative relationships with the UI and community organizations. Deputy Assistant Secretary for Health (Disease Prevention and Health Promotion), U.S. Department of Health and Human Services, Randolph F. Wykoff, MD, MPH, & TM, praised the program for its innovative approach to providing broad-based health services to an 'lat-need community." He also stated the program met nine of the 10 criteria of the Healthy People 2010. 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG~HOME funding. Date Description of Activity Juiy 1,2001 Beginning of City Fiscal Year and Project Start Date Youth-Operated Community Garden April, 2001 Announce community gardening project for low-to-moderate income youths ages 9-22 May, 2001 Hire part-time Program Assistant Hire two junior supervisors Finalize selection of 18 youth participants May, 2001-June, 2002 Program Assistant will develop health promotion and education program along with the youth- oriented community garden project May-October. 2001 Junior supervisors will oversee implementation of program June - October 1. 2001 Youth participants plant, cultivate, harvest and assist with distribution of produce June 1-30, 2002 Evaluation of program Health Promotion Program ~ February, 2001 Enlist and increase the diversity among female participants through Cultural Diversity Day program and Healthy Me Skate-A-Thon July 1, 2001 - Increase number of health screens for cardiovascular assessments June 30, 2002 Expand the Odd Couple Buddy system Expand nutrition and health intervention evaluation and training sessions for all age groups Conduct food preparation and nutrition and health education seminars June 1-30. 2002 Evaluation of program SECTION 4 - Impact\Benefit to the Community 16. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that ncludes jobs and services for low-moderate income persons. Please describe how the proposed project ties Into :his concept and partners with existing services or fills a gap within the community. ::)ur project for the youth-operated community garden project will provide work experience, job skills, and income to 20 Iow- noderate income youth. This project can be expanded and conducted on a yeady basis. The youth-operated garden and the ~ealth promotion program are interconnected. Essentially, foods that will be grown are foods that are appealing to diverse ;ommunities, but are expensive or unavailable in the mainstream markets. The garden promotes access to healthy, nutritious, and free foods; fosters economic self-sufficiency; provides supervised, wholesome activities for youth; and demonstrates the ability of the community to work together to address the needs of its citizenry. 17. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the following income categories: (please see attached Income Guidelines for Iowa City) Goals: {a) The concept of the youth-operated community garden accomplishes several goals: (1) it provides agricultural education and job training to youth ages 9-22; (2) it provides purposeful and tangible rewards in growing foods for themselves and other low-income families; (3) it offers free, healthy foods that are a common staple in the diets of diverse populations, but are expensive or unavailable in mainstream markets; and (4) it advances the VTMWHI's mission to promote healthy eating and lifestyle practices, promote self-sufficiency, and engage youth and adults in civic community activities. (b) The health education and promotion program focuses on prevention and intervention strategies to combat illnesses prevalent within minority communities. One prevalent health problem common among minority women and girls is obesity, and its associated chronic conditions such as hypertension. diabetes and hyperlipidemia. The grant will allow the VTMWHI to: (1) increase the diversity among its participants; (2) increase the number of participants receiving services; (3) implement health promotion and intervention education at an early age; (4) develop health promotion and intervention services pertinent to aging minority women; (5) assess and provide health promotion and intervention services to address the needs of indigent immigrant populations. According to the Healthy lowans 2010 report, Johnson County has a population of 102,318 people. The demographic breakdown of the non-white population is: American Indian is 0.2% (205); African American is 2.3% (2353); Hispanic is 2.4% (2456); and Asian/Pacific Islander is 5.2% (5320). Based on these data (coupled with the data of the current participants), we project that the VTMWHI will serve an additional 65 women and girls. (Circle persons or households) Number between 0-30% median income 50 persons or households (a) Number between 31-50% median income 25 persons or househo[ds (b) Number between 51-80% median income 10 persons or households (c) Number between 81 - 100% median income 10 persons or households (d) Number over t00% median income 5__persons or households (e) TOTAL 100 Persons or Households (f) Percent LMI .8_~5 [lines (a+b+c) divided by line f~ 18. 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. locating housing or employment}. VTMWHI will hire a temporary part-time program assistant for a 12-month period whose primary responsibilities will include assisting in the further development and expansion of the health development programs and oversee the youth-operated community garden. Anticipated measureable outcomes for participants in this project include: increased number of minority women and girls enrolled in program from 35 to 80 Accessibility to free, healthy and culturally-specific produce provided through the employment of 20 low-moderate income youth, ages 9-22 Increased number of health development programs for participants, from 4 per year to at least 8 per year $ I ~ TAFT SpEED~ -,,,,,~, O ~ f ~ ~ D ~ ~ E WASHINGTON ST < AVE MELROSE AVE ~ ~ O ~ c > ~ ~ ~ % ~ Q ' < ~ O m m ~ ~O ~ ~ ~ BROOKSIDE DR WSST SLAGLE C'R ~10~7 m ~O 0~ g ~ STATEHWY FRiENDLyAVE ~ ~ JST ~ < Exisitin9 Housing Resources ~ ~ e ERNEST ST ~ ~ O ~:~:C~ Proje~ Based Sec 8 &~ Increased involvement of staff and faculty physicians and other health care professionals with program participants i9. Please discuss how these outcome data will be met by the proposed project. ~'o meet our objectives we will provide these services for each VTMWHI padicipant: Evaluate program participants' health status, psycho-social status, socio-economic status and cultural perception of health status Provide innovative holistic and culturally sensitive approaches geared to improve the overali mental, physical, and spiritual well-being of the "whole" person Provide education and training on healthy food selection and preparation Provide follow up and referral information to services needed, but not provided by VTMWHI Monitor padicipants' progress and invo[vement in activities such as food diaries, physical activities, and weight maintenance 20. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. SECTION 5 - Capacity\History of the Applicant 21. 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) FY99 (July 1998 -June 1999 Budgeted Amount $ Amount Spent (to date) $ FY00 (July 1999 - June 2000 Budgeted Amount $ Amount Spent (to date) $ FY01 (July 2000 - June 2001 Budgeted Amount $ 200,000.00 Amount Spent (to date) $ Eagles' Flight, inc. dba Hannah's Blessing Child Care was awarded funds for the acquisition of a child care facility. The project is still viable, although the facility of preference has not been secured. 22. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes __X__ No . If "NO" please explain. 23. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. Recently, the VTMWHI was recognized nationally for its innovative approach in providing broad-based health advice and health services to an at-need community. The VTMWHI's strategy has been to assemble a cadre of experts, including clinical practitioners (such as physicians, nurses, and health profession students), community service organizations, other service providers who work with low income women and youth, and even the media to carry out the goals articulated in Question #15. Volunteers are an integral part of the success of the VTMWHI. Since November, 1999, the VTMWHI has developed and organized four health development programs with approximately 150 client visits with 80 health profession students under the supervision of a UIHC staff physician and nurse practitioners who performed nutritional assessments and physical assessments. Three trained VTMWHI volunteers work on a continual basis to provide health education services such as follow-up counseling, health assessments and nutritional education, at least 6-9 times yearly with each padicipant. in the past year, through our coalition-building with a number of groups, the VTMWH[ has conducted two seminars in the community dealing with minority health issues and cultural competence of health care providers. Last year, the V'TMWHI initiated a youth-oriented community garden project. Again, volunteered time and donations from the business community allowed the project to get a jumpstart. THE UNIVERSITY OF IOWA March 30, 2000 Beleta, It was so nice to meet you the other day! Here is your copy of the expenditures the College of Nursing has made on behalf of the Minority Women's Health Initiative. The Summary on page two shows that $9,476.63 was spent on offiue equipment, $987.40 was spent on audio/visual equipment, $1,540.00 was spent on medical equipment, and $574.57 was spent on books and pamphlets. Although Tess and I did the lobbying, the person who actually approved the expenditures is: Marion Johnson, PhD, RN Professor and Graduate Program Director College of Nursing (335-8709; marion-johnson~uiowa.edu) The statuses of the various orders are as follows: The blood-p~essure stand and c,uffs arrived from Hawkeye Medical Supply yesterday; I am still waiting for the scale. The television and stand should have been delivered to Pastor P,.inger at 2514 Nevada Ave. sometime on Thursday, March 30 (although 1 have not yet received confirmation of this from Pastor Ringer). The computers anc~ p~-!nters were ordered yesterday and I expect them to arrive in n9 less than a month.(it takes a long time for the paperwork to be processed by the University and I:/~, Dell). After speaking with Pastor Ringer, Marion instructed me to order computers that are supported by the University. Although these computers are not the exact ones Kenneth requested, our computer technicians are confident that these computers will meet all of your computing needs. These computers can even be connected to your television in order to display PowerPoint presentations to large audiences! The VCR and the other miscellaneous office supplies (overhead projector, adding- machine, stapler, etc.) should arrive within the next week. I have copies of all the orders, receipts, and warranties (if applicable) in my office. 1 will give all of this paperwork to you after I receive all of the items from the various vendors. As usual, I will contact Kenneth as items arrive. Sincerely, FNP Program Secretary (335-7084; jennie-embree@uinwa.edu) College of Nursing I 0 [ Nursing B[dg, Iowa City, Iowa 52242 I 121 US.A. 310/335 7018 FAX 3 [ 9/335 9990 IOWA WOMEN'S FOUNDATION September 25, 2000 Beleta Rush Victory Temple Minority Women's Health Initiative 2006 Hannah Jo court Iowa City, IA 52240 Dear Ms. Rush: I am pleased to inform you that the Iowa Women's Foundation CIWF) has chosen the Minority Women's Health Initiative as one of its 2000 grant recipients. T}}e Board of Directors has voted to provide youac organization xvith a grant of $3,000.00. Please reviexv the budget and the enclosed contract stipulating the conditions of the grant. I have also included a form requesting informafon about the media in your area that IV,/F should notify regarding this award. Please return one copy of the signed contract, the Luncheon reservation form, and the completed media form to our office no later than October 11, 2000. Additionally, I need to knoxv what organization will serve as a fiscal agent for this project and I'll need a copy of its IRS determination letter. Please include dtis copy xvith the materials that you return to me by October 11. We xvi~ announce this year's grant recipients at our fourth annual Grants A\vard Luncheon on Friday, November 10, 2000 at the Clarion Hotel and Conference Center in Coralville. We xvould like to invite two representa6ves from yomc organiz~ation to be our guests at the Luncheon. You are welcome to bring additional people from your organization to the Luncheon, however, we'll have to ask that they pay the regular 6cket prices. Tickets for the Luncheon are $35; all but $15 of each teservarion is tax deductible. Our invitations to the Luncheon are not yet available, but I have enclosed a form for you to complete indicating if you ot other representatives from the Victory Temple Minority Women's Health Initiative will be able to attend. We are excited about funding your project. It xvas selected because we feel that it will help make a real difference in the lives of women and girls in Iowa City. If you have any questions about the grant contract, the funding of your project, or the Luncheon, please contact me at the phone number listed below or at info@iawf. org. I look forward to meeting you at the Luncheon and learning more about the Minority Women's Heals Initiative. 220 Lt{fit)'cttc Stl oct blvcst in the D~vams 1he ,,I,,I..i ,If the k,,,l./X b,llc,', [,m,ld,lt~,,, ,. io b, r,lg ,I,,,t,t a I,,t ~odctx IiIxx'lt C~t x. hmll 52240 of Girls elm[ the Pox, c~ bl ,iq,/,o, tt,t,~ the cm~vx~ct,,og ,,/,d~ ~,,,,,c,~ ,t,~d,g.~s ih.,,gh,mt the state Health Development Program Health Development Program University of Iowa Hospitals and Clinics University of Iowa Hospitals and Clinics Wednesday, November 15, 2000 Wednesday, November 15, 2000 6:00-7:30 p.m. Dinner/Special Presentations/Seminar 6:00-7:30 p.m. Dinner/Special Presentations/Seminar Speaker: Dr. Stacie Walton Speaker: Dr. Stacie Walton UIHC Family Practice Center, Pediatrics UIHC Family Practice Center, Pediatrics Topic: Cultural Diversity Topic: Cultural Diversity 7:30 p.m.-9:00 p.m. Physical Assessments 7:30 p.m.-9:00 p.m. Physical Assessments Thursday, November 16, 2000 Thursday, November 16, 201)0 6:00-7:30 p.m. Dinner/Special presentations/Seminar 6:00-7:30 p.m. Dinner/Special Presentations/Seminar Speaker: Dr. Dorothy Hawthorne RN, PhD Speaker: Dr. Dorothy Hawthorne R/q, PhD Post-Doctoral Fellow, UI College of Nursing Post-Doctoral Fellow, UI College of Nursing Topic: "Issues Related to Pre-menstrual African-American Topic: "Issues Related to Pre-menstrual African-American Girls" Girls" 6:30-7:30 p.m. Special Session for Men and Boys of Color 6:30-7:30 p.m. Special Session for Men and Boys of Color Speakers: Kenneth L. Ratlift Speakers: Kenneth L. Ratlift VTMWHI Program Coordinator VTMWHI Program Coordinator Shannon Perteit Shannon Perteit VTMWHI Childcare Coordinator VTMWHI Childcare Coordinator 7:30 p.m.-9:00 p.m. Physical Assessments and Activities 7:30 p.m.-9:00 p.m. Physical Assessments and Activities > 'Tbz~ program has made me even Soaring Above All ' more commz?ted to my current exercise Obstacles To Attain o ?rogramandhasal/owedmeto~cus Empowerment on ,, ben¢.'a/a eots." Victory Temple t~ Dr. bKcetha l~nger, Ch~man and 'Tbe Minon~, Wzomen ~' Health Ini- : Victo~ Temple The cookbook the pmgr4m gm,e us afrowed me to cook &h~us>od that both ~ ~ ~ ~ husband and I enidfed that is aho bealth~ ~ Jbr us." ~Nicok Wilson, 26-year-old African-American wife and homcmakcr "As a partia>ant in this p~gram, X haveA ~ ~ ~ ~ ~ ~ ~ ~ ~ 0 C ~ C ~ been abb to>cus better on healthier eating ~ ~ ~ ~ ~ ~ ~ ~ ~ habits. Abo, through exera~inb Z have seen p r 0 ~ 0 ~ j 0 fi p r 0 ~ r ~ ~ /he benq/i/ qfincnased ene~. " 'Tb/s?,-o/W/,pre,,,,ts a re,narkab~e ,.o/- i.tm~fl inquiries tO: /abo~atio n b,t~,een ~ ,~hool ~,a,'~.,, ~ Eag I e s' F I i g h t, I n c. .,,'hoot of n,,rsing, a faith ba~.a organi~aaonP.O. Box 982 and a commum~. ~t working together, this Iowa City, IA 52244 gmu2 has developed an approach to pm~de h~ad-based health adt.~ce and health sendes to an at need communi~,....Bj building a ,,,m~4/~. ,,27om~., ,n,w,,,,,t. tb~,~y~a Phone: (319) 356-6468 makespnb/icheaZtha,ali~. Thisisapm- or (319) 354-4749 y?ct that can, and should, be ~2k'cated around the count~." The Wcto~ Temple Minority · Elealt~ inte~endon/preven~on Women's Health Initiative programs focused on attacldng pantic's in health status and health outcomes than obesiW and nega~ve sclf-nnagc, do Caucasmn women. Specific~y, ethnic and mi The Victory Temple Mm<mD' Womcn's HcMIh p~omo6on of healey ca~g and noriW women arc in poorcr health, suffer dispro- Initiative O"I'NIXX:I I1) s ~ health advocacy .rod hcahh physical ac6viW, and sgess reducUon portohateb, from premature death, disease and protoo on pr~gram of b~aglcs' Flight Inc., disabilities, and use fewer health scfv~ccq · Mon~ly 'Tm Flying Now''w gerican Indian/~aska Native women The , Quarterly heal~ developshunt bctcs p~og~ams, mclugg health in~vidual counse~g bined, bcart disease, strt>k~, and unint~ntion~ in~u- · In-service ~agg p~ograt~s fog tics which lostar po~mvc sHppozt and tela~,on>hq~ ~sease, obesi~, ~abetes and other h~ldmg, The [m~tatwc spot/suts ~mth[~ scmmtus chromc heal~ con~dons prmxarfly ' tbr gnrls and wo,ne,~ ¢,t' ,ac,al and cthn,c nunon,> affec~g e~mc and n~Dri~' women P~; g',J e'e ' ':F I'1 g h't',i I nc; ' emotional and spn'mml we -being and hcahh <~f t~ , Disset~a~on ofmformanon to }}It{IX 982 males. h also socks ~{ ct care' the gcnclal pulfi~c and educate ~ori~es about becoz~g I{sl~l CI~', IA 52244 I~eahh p~ofessums ssudcms ,rod p~actmo~xc~s ,fi~lm~ organ donors I~,~ (319) 354 4749 CITY OF IOWA CII Y FY02 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING REQUEST FOR NON-HOUSING PROJECTS Name of Project: 2a, Total Amount of CDBG Funds Requested $23,975 ,roadway/Pheasant Ridge b. Loan $ Grant $23,975 r,~ :hild Care Name and Address of Applicant/Organization 4. Contact Person: Brian Lering leighborhood Centers of Johnson County ',O. Box 2491 Phone Number: 319-35~.04~~:~ ~wa City IA 52244 Fax Number: 319,358,0z~84 Eraall Address: ncjc@inav net ,, Location of Proposed Project: 6. Check CITY STEPS Objective (only one): ~roadway and Pheasant Ridge Neighborhood Centers Affordable Housing Needs Homeless Needs _x_ Public Facility Needs x Public Service Needs Economic Development Needs '. Brief summary of the proposed project (please use only the space provided below): '~ro/'ec[ '~eigbborbood ('enters is anique fi-om many bunlan sorvice agencies. While a lot of agencies arc driven by ;pecific issues or problems, Neighborhood Centers is driven by the needs of the aeighborhood and ill turn builds tpon tbc assets of the Iow-iacomc residents we serve. We do not wait ibr a crisis before we reach out to families. We ofli::r a consistent, stable, day-to-day presence in the neighborhood, and that is important when you arc ~usiness of prevention. Fhe implementation of both state and federal welfare reform measures have had a dramatic impact on the demand for :hild care for low-income families living in Broadway and Pheasant Ridge neighborhoods in Iowa City. The Neighborhood Ccntcrs rcsponded by adding 10O spaces in child care for low income familics trying to move off welfare and ill tO the world of work. More specifically, in 1995 we operated a child care cooperative at our Broadway Center for 12 children. By 1998 we had 120 licensed child care spaces. We expanded programming primarily through the use of Title XX child care subsidies and payment for children in foster and protective care. Unfortunately, these public reimbursement rates are far less than privates rates and, consequently, are less than what is necessary to operate and maintain quality, accredited child care programming. When we calculate the cost of running programs against what is generated through the various streams of payment there is a deficit of $1,523 per child per year. That deficit is covered primarily through our United Way of johnson County allocation. Consequently, providing child care, while hitting the mark programmatically, misses the target complelely when it come to being ~scally prudent. Providing quality child care programnfing is a top priority for Neigbborbood Centers. A portion of that quality is derived fi-onl our classrooms and playgrounds. Unfortunately, with child cam programs gencrating such significant losses for the agency, funding capital upgrades to our facilities is very challenging. SIIIHIIItIIiV of Request We are requesting assistance xvitb tbc repair and upgrade ofcbild care program space at Broadway and Pheasant Ridge Neighborhood Centers. The project request inchIdes fandrag lbr: I) replacerecur of worn caq~cting; 2) purcllase of a new cquipnlcut lbr child care lbod preparation; 3) shelving lbr li~}od storage; and 4) playground iulprovenlents SECTION I - Need\Priority Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need level, as shown on pages 91-92 and 98-99 in CITY STEPS) Child care appears under two categories ofnccd m the CITY STEPS plan. Both the Public Facilities and the Public Scl-,'ices areas list child care as a high nccd in the community. In addition, Neighborhood Centers child care progrants offer services to ve~T low-income families. Public Facilily Needs (High) Public Service Needs (High) Priority Need Priority Need Level (High, Medium or Low) Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. Yhe Neighborhood Centers of Johnson ('ounty operates accredited child development l~rogramming at both our Broadway and Pheasant Ridge Centers. The accreditatiou comes through the National Association for the Education 3fthe Young Child (NAEYC). Accreditation requires that rigorous aud extensive standard be met both in program and facilities and equipment. We know these standards helped us to develop and maintain top quality child development programming. The accreditation process and our commitment to quality programs have yielded good outcomes for children and help get them staged on a successrid course in school. This is especially important for thc population of children that participate in our programs. Both CITY STEPS and the United Way of Johnson Couuty have assessed the needs of the area and both have concluded that child care is a high priority. Particularly for children from low-income families. When compared to other centers in iowa City, Neighborhood Centers of Johnson County provides more than double the care to low- income families receiving Title XX. During July-September 2000, NCJC did over 45% of the center-based Title XX care for infants and toddlers in all of Johnson County. Furthermore, in any given month, we do between 25-60% of all of the protective child care (children who have been abused or are at high risk) in Johnson County and child care for children in foster care. SECTION 2 - Leveraqin,q Resources tO. Is the project requesting a grant or a loan? If a loan* is requested, please indicate the applicable loan terms: Type of Loan: (check applicable line) Amount Years 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) $23,975 5 Years · All loan tem~s are subject to negotiation and/or modification by the HCDC or City staff 11, List the amount of CDBG funds requested for various categories appropriate to your project. DOCUMENT COSTS WHENEVER POSSIBLE. PLEASE NOTE: The Housing and Community Development Commission may request a Copy of your overall agency budget. BUDGET BREAKDOWN Please place an "X" in box that applies Type Status EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF In- Cash Antic. Comm. FUNDS FUNDS Kind (e.g. salaries, acquisition, OTHER FUNDS rehab) If possible, please prioritize the budget Rehabilitation: Tile in 3 $7,000 $1,400 HeadStart fund 1/2 of X X Classrooms (PR) Toddler room Acquisition: Corranercial $3,200 $600 CACFP Food Program and X X Dishwasher (BS) HeadStan (Installation) Acquisition: Commercial $2,063 $618 CACFP Food Program and X X Fridge (PR) HeadStan (Installation) Rehabilitation: Playground $3,800 $600 Community Installation X X Mulch & Fencing (BS & PR) Rehabilitation: Carpet in $1,612 Library & Community Space (PR) Construction: Playground $4,000 Shade Shcltcl 16' X 16' (BS & I'P,) ('onstructHm: ~' X H' $2,:~()0 Interior Stoz age 12~ool/1 (Pl>, ) TOTALS $23,975 $3,218 ta .S ',,mount of PrivateXAgency Funds $ 3,218 (a) \mount of CDBG Funds $ 23,975 (b) tOTAL PROJECT FUNDING $ 27,193 (c) (sum of lines a and b) qumber of Persons Assisted 1,147 (d) (see question 17) I'otal Cost per Person $23.71 (c) ([mc c dtwded by line d) rotal ('DBG Cost per Person $20.90 (t) (line b divided by line d) 12. 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 HeadStan grant is cornmilled to mulchrag S2,0(19 Thc CACFP (Child and Adult Food Program) is committed to cxl~cmt $(~1)9. Members of the community will illstall the playground mulch at a value of $60{). 13. 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 X If "yes", what is the percent of full taxes paid? % and amount paid $ SECTION 3 - Feasibility 14. If funds are awarded, will the projectJprogram continue after the CDBG funds end (explain)? Yes X No Continuation of prograrrcming is contingent upon our ability to maintain liccnsure, accreditation and adequate support from United Way. With the appropriate upgrades to our facilities. pro.t,:q-ams will continue 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any project aclreement for the use of CDBGIHOME fundincl, Date Description of Activih, July 1, 2001 Beginning of City Fiscal Year and Project Start Date July 2001 Order commercial dishwasher and fridge Order and install mulch Install Carpet in Community Area Schedule electrical upgrades for dishwasher and fndge Schedule tile installation for week in August we are closed. Schedule construction of interior storagc space for week wc are closed in August Construct playground shade shelters August 2001 Install fridgc and dishwasher Install tile and consh'uct storage room tile week of August 15111. SECTION 4 - Impact\Benefit to the Community 6. The strategies and objectives of the CiTY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. i'his projecl is cunslstent xvith CITY STEPS objeclives. By providmg child care to l:anlilics entering, or rc-entermg the vorktbrcc, xxc are du-cctly providmg a service to Ioxv-mcomc families. Thc child development programs at Neighborhood ;enters direoily provide an important service to children. In addition, because our child developmeut programs are what wc call lual generational, we work closely with parents to help them build skills. We are also helping parents be successful in 'mploymenl through our granl limded family support programs. 17. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the following income categories: (please see attached Income Guidelines for Iowa City) Fhe nurture and care of the young child plays a vital role in hunlan developnleal, builds our capacity as learners, and :reates social and emotional well-being for the individual, tile finlily and the conlnlunity, It is our goal to cnsurc hat the young children m our progranls have an opportanity to reach their potentials through access to foralal and ~ataral l;amily-ccntered supporl thal bridges the conlinuum ~-om birth to school (Circle persons or households) · Number between 0 30% median income 1 ~41 persons or households (a) Number between 31-50% median income 6 persons or households (b) Number between 51-80% median income persons or households (c) Number between 81 - 100% median income __ persons or households (d) Number over 100% median income persons or households (e) TOTAL 1147 Persons or Households (f) Percent LMI 100% Ilines (a+b+c) divided by line f] 18. 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. locating housing or employment). Primary Project Oblec'tn'es Outcome Indicators Improve child care facilities to comply with NAEYC standard. NAEYC Accreditation Improve outcomes for the young child Hawaii Early Learning Profile (HELP), Strengthen natural support network for fanfily Reliance on formal services, interfamily relations and interactions Build academic and life skills for adults (ESL, parent ed., Even Start Literacy Profile, tutonngl "NurtuIing' AAFP evaluation All children in tile program are assessed by the Hawaii Early Learning Profile (HELP) tool twice each year. The HELP is a criterion referenced, curriculum bascd assessmeal that gives an overall picture of the development of a child. Five primary areas are assessed through HELP including cognitive, language, gross motor, fine motor and social developnlent of each child. The HELP assessment gives a picture of the child's strengths and abilities as well as their weaknesses and areas to work on in child developnlent programrome and at honlc, Children (birth to 5) that have rcmained in the programs fbr two years have been administered tile I/ELITM asscssnlcnt on 4 diffcrenl 6 9 month intervals. Children ~-om Illis cohort come ~'om fanlilies that are receiving tile Full array ol' child developnlent and lhnlily support services. Each assessnlent variable has a developmental score range of 0-2, xvilh score of I being in the normal or average developmental range for the child's age. The aggregate score for alI variables caa raage fronl 0-10 with a score of 5 being in the nornml/average developnlental range. The Illeasurements arc conlpared with the child's developmental stage, not their previous scores on the assessment. ('onsequenlly, Ihe developnlenlal bar by which tile chikh-cn arc nleasured contn/ucs to rise as the child agcs. )verall results in HELP assessments show that children participating in Neighborhood Centers of Johnson Couuty ,'hild Development programs have significant developmental increases. Long-term HELP results show that of the children who have completed a HELP assessment four times (Fall 1998, Spring 1999, Fall 1999 and Spring :000), have demonstrated significant gains in all five development areas. ,.4ost signi~caut is tile 233% gain the children made in language dcvclopmcnt during their two years ill our progranl. vlany children enter our child development programs non-English speaking, primarily speaking Spanish in their ~omes. To help children prepare for English-speaking elementary schools, child development programs incorporate fi-lingual language and literature in much of the classroom day. In addition, we employ numerous bi-lingual staff to ~oth strengthen and value the child's home language as well as teach the child English. This enaphasis on language levelopment in our curriculum has clearly bonefiled tbe child. 2bildren xvho \x erc ncxv to tile Child Dcvclotmlent programs this year also showed gains on their HFA~P assessments all five developmental areas. We believe that the cousistency of our programs, the quality of our staff; tile daily 'outthe and overall curriculum allows each child lo make clear developmental progress. 19. Please discuss how these outcome data will be met by the proposed project With adequate li~cilitics that meet both licensing and accreditation standard, wc anticipate duplicating tile results we ~ave seen over the past 3 years. 20. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. SECTION 5 - Capacity\History of the Applicant 21. 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 :r to June 30) FY99 (July 1998 - June 1999 Budgeted Amount $12,500 Amount Spent (to date) $12,500 (project $16,493) FYO0 (July 1999 ~ June 2000 Budgeted Amount $ Amount Spent (to date) $ FY01 (July 2000 - June 2001 Budgeted Amount $ Amount Spent (to date) $ 22. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No ~. If "NO" please explain. 23. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. The Neighborhood Centers of Johnson County is a prevention-focused, neighborhood-based agency. We operate three centers in the County. Two are located in Iowa City, the Pheasant Ridge and Broadway Neighborhood Centers. Our third and newest center is located in the western pan of the county and reaches the rural communities of Tiffin and Oxford. Out' Iowa City centers are located ill low-income neighborhoods made up ofprcdominatcly subsidized housing, and the Clear Creek Center targets outreach and progranuning to two large mobile honlc courts m the area The agency has a total budget of $1,400,000. We currently employ 50 lilll-timc staff with a corps of dedicated vohmteers. We arc a 501(c)3 nonprofit governed by a volunteer board ol'dircctors. Filly percent of the board arc residents of the neighborhoods wc serve and the remaining half arc a divcrsc blend of comnmnity members including some of the most rccognizcd leaders iu the conmmnity. ieighborhood Centers of Johnson County has a much respected reputation for providing quality programnm~g that adaptive to the changing needs of the areas we serve. In the past twelve years, we have been rated well by the lnited Way of Johnson County. We are recognized for our youth programming and operate a top quality child evelopment program acknowledged and accredited by the National Association for the Education of the Young :hild (NAEYC) for our success with sometimes challenging populations. )ur fanfily-ccnlercd and community-based approach provides a Iong-tem~ commimaent to improving thc quality of ti~ for families in the low-income neighborhoods we serve. By offering a consistent and stable neighborhood resence. we are able to provide a balanced mixture of programs and activities that build conmmnity, teach new kills and provide advocacy and support for families. This balance also allows us to facilitate relationships between amilics and offers the necessary support before a crisis erupts. Each program or service creates a layer that is i~dividually important, but collectively creates a context that allows families to enhance their quality of life and chie\c a suslamable level ol'sclfLsufficieucy and success. APPLICATIONS MUST BE RETURNED BY 12:00 noon, JANUARY 22, 2001 - NO EXCEPTIONS City of Iowa City Dept. of Planning & Community Development 4~0 E. Washington St. Iowa City, IA 52240 319-356-5230 stephen Iong~iowa-city.org Attachments 1. Bachmeier flooring proposal for classrooms (Lowest of two bids) 2. ('ommercial Disbwasl~cr and Fridgc quotes ~'om Star Food Sere-vice Equipment 3. Bachmeier carpet bid for comnmnity and library space 4. Annual Audit John Roffman Construction (Verbal Quotes) $2,300 8' X 8' Internal storage room. Build two walls, drywall finished interior and exterior and painted, 36" locking entry door, with built-in shelves. $4,000 A 16' X 16' shaded playground shelter at the Pheasant Ridge and Broadway Street Centers to meet NAEYC guidlines BACHMEIER INTERIORS de CARPET ESTIMATE 904 QUARRYRD. O~TE ESTIMATE NO CORALI'TLLE. L4 52241 (31g)338-6485 (319)338-6671 L 12/20/2(xjo 2574 I N~Shlx,nns C,mter 2651 Ro~s Rd 1o~ cl~ ~ 52246 DUE DATE '] REP ~ j12/20/2000 SRS ITEM I Sue : DE$CRIF'T~ON I QTY RATE , TOTAL Vmyl Tile 15 ctns : Mluming~on-Ehtlmation-Preschoel ex~e 15 35 I i'~" 527.70T Underlay : Undcrlavn~em-t/,t" 670 I 85 1,239 50 Vmyl Tal { Vut2vl Tile hstaltahon 670 I 0O . 67000T CxptRe. Tear+utc.~¢t 78 125 175.50 Floor Prep FIoo, prep 3 32.50 97.50 Freight Freight I 40 O0 40 OO la males ts,x 500% 5989 UN1JSUAL AND UNFORSEE/q }'l OOR PRFy NOr INCLI_IDUD IN PRICE I!S'FiMATF s~c~ {o o~ srrv ~xsij~mm-s TOtal ,,sl0 09 STAR FOOD SERVICE EQUIPMENT & REPAIR 1-800-594-9434 or (319) 364-3423 Fax: (319) 364-1788 1005 Third AvenUe SW ~ Cedar Rapids. Iowa 52404 ESTIMATE 2ject: NEIGHBORHOOD CENTER Date. 1/16/01 dress: EEstimator: JOHN PIIgRCF_ P{: IOWA CITY Page: 1 of. 1 NATALIE: 358-0438 FAX. 354-0484 TEM Quant DESCRIPTION Cost Freight Labor I I CONTINENTAL TWO DOOR REFRIGERATOR $ 2.165 oe S 150.00 2 1LOT LABOR TO DELIVER, SET INTO PLACE, ASSEMBLE, START-UP $ 150OO AND CHECK-OUT TAX IF APPLICABLE s 31575 STAR ~3~-~. rCa,15 3KJ A~cnuc SW ...., c a;,rR p,&. 524o4 INVOICE (319) 354 3~23 i 800 594 9434 Eax 364 1788 Nigh~;cckcnd ~n'~cc 364-12~1 [C ~vstaffoodcqu~p tom INVOICE NO. 222173 Warehouse: g USTOMEg NO. NEIGHBOR L ~O: 8H~P TO: ~IG~O~OOD CENTER PHEASgT ~DGE ~IG~O~OOD CENTER PHEASgT ~DGE P.O. BOX 2491 2651 ROBERTS RO~ IOWA CITY, IA 52240 IOWA CI~, IA 52246 Telephone: 319-354-2986 Telephone: 319-354-2886 SHIP VIA EO,B. I - TERMS - ] ' SALES PERSON Nct 30 JOHN PIERCE SHIP DATE I ORDER DATE S.O. # ORDERED BY ~ P.O. # RESALE # 10/31/00 09/25/00 3596 DIANE ORDER · SHIPPED , TAX ..... : ""-";ITEM NUMBER ~'~'~'" ......... > *UNIT EXTENDED IUA~'JTITY QUANTITY ITEM DESCRIPTION PRICE PRICE 1.00 1.00 Y 2102 3,115.00 3,115.00 CHAMPION UL-I00 CHEMICAL DISHWASHER 120V CITY OF IOWA CITY FY02 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING REQUEST FOR NON-HOUSING PROJECTS 1. Name of Project: 2a. TotalAmountofCDBGFundsRequested$__350,00100. Pathways Adult Day Health Center Expansion and Relocation b. Loan $ $50,000~ Grant $__300,000.0~ 3. Name and Address of Applicant/Organization 4, Contact Person: Jo Be nso,,-Vo~ald Pentacrest, Inc. Pathways Adult Day Health Center 817 Pepperwood Lane Phone Number: 319-3)8-3¢J 603 Greenwood Drive Iowa City, Iowa Fax Number: 319-286-~r~? Iowa City, Iowa 52246 (2/25/01) (until 2/25/01) Eraall Address: jbenson-vorwald@abbe.org 5o Location of Proposed Project: 6. Check CITY STEPS Objective (only one): 817-825 Pepperwood Lane __ Affordable Housing Needs Iowa City, Iowa __ Homeless Needs _X_ Public Facility Needs Public Service Needs ~ Economic Development Needs 7. Brief summary of the proposed project (please use only the space provided below): Pentacrest, Inc. is a private not for profit organization that operates Pathways Adult Day Health Center in Iowa City. Pentacrest inc. is requesting Community Development Block Grant Funds in the amount of $350,000 in order to assist with the relocation and expansion of Adult Day Health Services in iowa City. These funds would be used specifically to assist with the purchase of a building at 817-825 Pepperwood Lane in iowa City. Total purchase price of this property is $665,000 Renovation costs are estimated to be $175,000, Furnishings are estimated at $50,000, and the addition of a Contingency fund to cover legal fees, audit requirements, permits, and unanticipated expenses of $50,000 brings the total cost of the project to approximately $940,000. It is the goal of the Pentacrest, Inc. Board of Directors to combine funds raised in a Board driven capital campaign with a mortgage, and CDGB funding, if approved, to raise the funds necessary to purchase and renovate this property, to best meet the needs of frail seniors and their families. It is necessary to relocate Pathways Aduit Day Health Center for several reasons. This program has been in existence since 1979, but has struggled to secure a location that best meets the needs of frail seniors and their families in the iowa City area. Pentacrest, Inc. assumed the responsibility for Pathways in 1996, and within the first few months of operation established a Relocation Committee to seek an alternative, more accessible location in which to serve frail seniors. More than ten possible sites have been investigated by this committee and the Board of Directors with none found to be both suitable and affordable. Our current space at 603 Greenwood Drive in Iowa City is leased. and the landlord plans to renovate it into Assisted Living, beginning in the spring of 2001. Additionally, this space is not designed to serve individuals with AIzheimer's and other dementias, who may tend to wander, or participants with specific personal care needs. Therefore, our capacity is limited and we are not able to meet the needs of these frail older adults or their care givers. Specifically designed space in the proposed facility would expand the availability of adult day health services as an option to these individuals and their families. The facility we are proposing to purchase contains 5,800 square feet and was constructed in 1993. The location provides easy access for both public and private transportation. and much better accessibility into the building itself. It is appropriately zoned for Adult Day Care Services, and has more than adequate program space required by The Department of EIder Affairs for the operation of Adult Day Health Centers. While we average 21 participants per day at our current location, the proposed facility will allow expansion to serve an average of 35-40 frail seniors each day, in a facility that can be renovated to meet the specific needs of our participants. For example, renovations will include a personal care area where showers, hair washing, etc. can be provided, wheelchair accessible restrooms, and a self contained area specifically designed to serve individuals experiencing AIzheimer's and other dementias. It is anticipated it will take approximateIV 4 years to reach an average daily census of 35-40. SECTION I - Need~Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the ORe most applicable priority need and priority need level, as shown on pages 91-92 and 98-99 in CITY STEPS) The goal of CITY STEPS is to encourage and support families and individuals in achieving their highest degree of self- sufficiency. (Executive Summary) In addition, the Frail EIdedy population has been identified as a High Priority Need in the Special Needs/Non-Homeless section of the Continuum of Care: Gaps Analysis. (Page 90) According to the Non-Housing Community Development Plan Table IV. 3-- Non-Housing Community Development Priorities, under Public Facility Needs the Provision of Dependent Care Facilities is a specific Strategy in this category, and the Long- Term Objective includes the support of respite care, and Adult Day Care facilities. Exploration, support, and expansion of Adult Day Care and respite care is also a short-term objective identified under the Strategy for Provision of Dependent Care Services and the Strategy for Provision of Senior Services The proposed expansion and relocation of Pathways Adult Day Health Center to a facility specifically designed to meet the needs of frail seniors and their care givers addresses the priorities. strategies and goals of City Steps as identified above by providing accessible and affordable Dependent Care Services, namely Adult Day Care, as an alternative to premature, or even unnecessary institutional placement of frail seniors In this respect the project specifically addresses the CITY STEPS goal of encouraging and supporting families and individuals in achieving their highest degree of self-sufficiency Public Facility/Dependent Care Facilities High Priority Need Priority Need Level (High, Medium or Low) 9. Tell us why this project is needed (include information from studies\research or other supporting documentation and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. Iowa continues to lead the nation in the percentage of person's age 85 and older, is second in person's age 75 and older and is third in person's age 65 and older. The percentage of persons in these age categories is growing faster than any other age cohort, and this trend will continue for at least the next 20-25 years as the baby boom generation reaches age 65. For example, a person reaches age 50 every 8 seconds in the United States! While Johnson County is one of only five counties in Iowa that has grown in total population over the past four decades, statistics show that Johnson County also has experienced the largest percentage increase (14%) of residents age 65 and older, since 1990, of any county in Iowa. The 1990 census indicates that Johnson County has 7,163 people age 65 or older, 7.5% of the total population. Progressive loss of abilities associated with older age cohorts includes the need for medical, social, psychological, and personal care services. All of these services may be accessed through Pathways Adult Day Health Center. Iowa City's excellent service system, medical facilities, and the presence of the University of Iowa, all result in persons with special needs relocating to the community and/or coming to Iowa City to retire. The need for specialized services designed to meet the needs of frail older adults and their care givers will continue to grow as this segment of the population grows. Older adults in general want to "age in place" and Adult Day Health Services can help them to do so. Pathways Adult Day Health Center is the only adult day health center in Iowa City providing structured multi-disciplinary services and supervision for frail seniors, and respite for their care givers. A variety of medical, educational, cultural, social, recreational, and rehabilitative services are provided and are designed to prevent premature or unnecessary institutionalization while allowing older adults to live as independently as possible. Three-Year CARF Accreditation for Adult Day Health Services was achieved recently. Pathways is one of only two such accredited programs in Iowa and the expansion and relocation of this program will help fill the Continuum of Care gap for Frail Elderly, identified as a high priority, on page 90 of CITY STEPS Age is an important factor as a cause of poverty, especially for seniors living alone. CITY STEPS identifies in its Anti-Poverty Plan and Strategies (page 114) that while only about 4% of seniors living in Iowa Cihj, in 1996, aged 60-74 were below poverty levels, nearly 10% of older adults aged 75 and older are at or below pover~ levels Living at or below poverty level, and living alone, places these individuals at significant risk of institutionalization. Services at Pathways are provided on a sliding fee schedule so that no one is denied service due to inability to pay. The cost of a day of adult day health care is approximately 50% of the cost of nursing facility care Community support from the Johnson County Board of Supervisors and United Way helps to make it possible to provide these services at this cost, and to assure no one in need is denied adult day health care because they cannot afford it. 1'55 CITY STEPS identifies a "'general trend in providing care and services to persons with special needs toward non-facility based outpatient, independent living services. Important to the continuum of care is that which leads to independent living." The goals of adult day health care are consistent with this philosophy. Frail seniors receive multi-disciplinary services and supervision designed to encourage independence. while care givers receive the benefits of respite from their daily responsibilities. This allows our participants to continue to live in their own homes and to "age in place" as they desire, while keeping families together Cost effective strategies to help seniors remain safely in their homes has been identified in the Johnson County Capacity Assessment study as a strong need As our older population continues to grow at a faster rate than any other age cohort. community based services such as Adult Day Health Services will serve an even more important role in meeting the needs of frail seniors and their families as part of the continuum of care in Iowa City, It is our desire to work closely with other community organizations. (Please see attached letters of support) SECTION 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan* is requested, please indicate the applicable loan terms: Type of Loan.' (check applicable line) Amount Years 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) X __$50,000 10 * All loan terms are subject to negotiation and/or n~odificatioo by the HCDC or City staff This project is requesting both a loan and a grant. 11. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, office expense 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 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 Please place an "X" in box that applies Type Status EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF In- Cash Antic. Com FUNDS FUNDS Kind m. (e,g. salaries, acquisition. OTHER FUNDS rehab) If possible, please prioritize the budget Property Acquisition $350,000 $315,000 Mortgage X X Renovation 0 $175,000 Board Fundraising X X Furnishings 0 $50,000 Board Fundraising X X X X Audit 0 $1,500 Board Fundraising X X Contingency 0 $48.500 Board Fundraising X X TOTALS $350.000 $590,000 Amount of Pnvate~Agency Funds $ 590,000 (a) Amount of CDBG Funds $ 350,000 (b) TOTAL PROJECT FUNDING $ ._940,000 (c) (sum of lines a and b) Number of Persons Assisted (FY 02-FY 05) 310 people (195.000 hrs.) (d) (see question 17) Total Cost per Person $3.032/person ($4.82/hr.) (e) (line c divided by line d) Total CDBG Cost per Person $1,1291person ($1.80/hr.) (f) (line b divided by line d) Current Proforma: Number of persoWs enrolled 49 clients enrolled as participants * Volunteer Hours/Annual Average number of persons attending 21 avg clients attending per day 1,800 hrs or $22,000 Annual operational days open 250 Annual expenses 262,000 Avg daily cost per person $45-$50/day Proposed Proforma: Number of person's enrolled 100 clients enrolled as participants Average number of persons attending 35 Annual operational days open 250 Annual expenses (with Mortgage) 410,000 (Assumes mortgage and additional staff) Avg daily cost per person $45-$50/day 12. 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 Pentacrest, Inc. Board of Directors has formed a Community Awareness/Fund Raising committee that includes several community leaders who are not Board members, to initiate a three year capital campaign to raise approximately $275,000 in cash and in-kind support to renovate and furnish the facility to meet the specific needs of frail seniors. At this early stage of the fund raising effort, a total of $40,000 has already been pledged toward this effort. The Board is also working with officials of Iowa State Bank & Trust in Iowa City to secure a mortgage of approximately $315,000 to assist in the purchase of the building. The Abbe inc. (Parent Corporation) Board has agreed to guarantee a 'bridge loan" if needed to help with the renovation of the facility while fund raising takes place t 3. 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 __ No __ If "yes", what is the percent of full taxes paid? % and amount paid $ As a not for profit 501 © 3, Pentacrest, Inc. does not in most cases pay property taxes. However, in the case of the purchase of the Pepperwood Lane property a portion of this building (second floor) is leased to residential tenants and will result in a property tax assessment on that portion of the facility. The rest of the facility, being used to further charitable purposes, should be considered tax exempt SECTION 3 - Feasibility '14. If funds are awarded, will the project/program continue after the CDBG funds end (explain)? Yes X No CDBG funds, if awarded. will be used to assist in the acquisition of property only. Renovation to best meet the needs of the frail senior population to be served will be funded through a Board driven capital campaign This acquisition and renovation will assure that Adult Day Health Services will continue and be expanded in Iowa City Financial support for Pathways currently received from Johnson County, United Way, Heritage Area Agency on Aging, Donations, and Client Fee for Service is anticipated to continue, and provides stability for the program. CDBG funds will not be used for renovation or operational expenses, only to assist with property acquisition. Funds raised by the Board of Directors will be used to renovate and furnish the facility. Annual program revenues generated by participant fee for service and anticipated future funding from sources that include Medicare and Long Term Care Insurance coverage will help to support annual operational expenses. 15. 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 project agreement for the use of CDBGWOME fundino. Because our landlord plans to renovate the space Pathways currently occupies, in the spring of 2001. we have entered into a Temporary Lease agreement to occupy 817 Pepperwood Lane, beginning March 1, 2001, so the program will continue to operate while we pursue the purchase of the property. Should CDBG funds be approved for this project, and we are then able to purchase the property, all CDBG funds would be expended toward the purchase of the property as soon as they are received Da~;e Description of Activity July 1, 2001 Beginrang of City Fiscal Year and Project Start Date 3/1/01 Relocate to Pepperwood Lane under temporary lease (Minor renovations completed to allow occupancy) 7/1/01 Purchase of Property 7/1/0l 1/1/02 Renovation/Furnishing rest of facility One of the goals of this project is to develop an Adult Day Health Center in Iowa City that is specifically designed to meet the unique needs of frail seniors and their families Because it is imperative to relocate these services soon, Phase One of th~s project will be to relocate current services to Pepperwood Lane, under a lease arrangement while pursuing the purchase of this property with the assistance of CDBG funds. Phase Two will involve completion of the facility renovation in a design that can best meet the needs of our participants and their families, As funds are raised, proper consideration will be given to the purchase of furnishings and adaptive equipment designed to promote independence and provide a home like atmosphere. Such items as accessibility, color, outdoor green space access, and adaptive. furnishings wifi be considered SECTION 4 - Impact\Benefit to the Community 16. The strategies and objectives of the CiTY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. Pathways Adult Day Health Center is the only adult day health program in Iowa City, and is a vital part of the continuum of care for frail seniors in the Iowa City community. Services are provided on a sliding fee schedule so that no one is denied service due to inability to pay, Client fees for those unable to afford the full fee are supplemented by funds from Johnson County, United Way, and Heritage Area Agency on Aging. These funds allow adult day health services to be provided to individuals and families that otherwise may not be able to afford community based service and therefore, would be forced to pursue institutionalization. In many cases the use of adult day health services allows a caregiver to continue to work. As a not for profit organization, it is our mission to provide services that are affordable and accessible to those in need. Pathways Adult Day Health Center is proud to be a coHaborative partner with several agencies and services in Iowa City and Johnson County. The Pathways Program Director regularly attends Johnson County Case Management meetings to assure good communication and facilitation of referrals. In addition the Director recently served as one of United Way's Executives on Loan for the 2000 Campaign, and he regularly meets and works with Mercy Hospital and University of Iowa Hospital discharge planners to arrange post acute care services at Pathways upon hospital discharge. Pathways recently served as a site for flu clinics conducted by Visiting Nurse Association and we have consistent and regular contacts with Eider Services related to serving the needs of low income, frail, and at risk older adults. In addition, as these services are expanded additional employment opportunities will be created. 17. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the following income categories: (please see attached Income Guidelines for Iowa City) 1 ) To increase the number of frail and/or challenged adults age 18 and older who choose to utilize Pathways Adult Day Health Center to 100 per year. (Average of 35/40 per day by end of FY '05) 2) To develop an adult day health center in Iowa City specifically designed to meet the needs of frail and at risk seniors, that promotes independence and provides respite for care givers 3) To provide accessible and affordable adult day health services through a sliding fee schedule, and through providing financial assistance with fees to participants waiting for Elderly Waiver approval, as well as those who are not yet eligible for other funding, but are at risk of premature or unnecessary institutionalization 4) To maintain CARF Accreditation (Circle persons or households) Number between 0-30% median income 10 persons or households (a) FY '02-FY '05 Number between 31-50% median income 40 .persons or households (b) Number between 51-80% median income 140 .persons or households (c) Number between 81 - 100% median income 100 .persons or households (d) Number over 100% median income 20 persons or households (el TOTAL 310 Persons or Households (f) Percent LMI 61% {lines (a+b+c) divided by line 18. 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. locating housing or employment). This project proposes to increase the availability of affordable and accessible adult day health services, designed to promote independence for frail seniors, in Iowa City, i Outcome Data that will be used to indicate that project objectives can be met include: Statistical compilation of average daily attendance and total enrolIment Client and family satisfaction surveys to help determine whether services are meeting cfient and family needs, are affordable and accessible, and help frail seniors to remain independent · Satisfaction surveys completed by referral sources, other providers, and funders that wilt indicate whether services are seen as accessible and affordable, and as meeting the needs of the community Maintenance of CARF Accreditation that will assure comprehensive adult day health services are provided as part of the continuum of community based services in Iowa City. '19. Please discuss how these outcome data will be met by the proposed project. The proposed project will meet these outcome data by providing a facility specifically designed to provide adult day health services that meet the needs of frail seniors and their families, Increased space will allow the program to increase its average daily census by approximately 70%. Space specifically designed to serve individuals with Alzheimer's and other dementias will allow the program to serve individuals and families we cannot serve at our current location, C~ient demographic information will demonstrate the percentage of low to moderate income levels served. 20. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. SECTION 5 - Capacity~History of the Applicant 21. 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) FY99 (July 1998 - June 1999 Budgeted Amount $ __0 Amount Spent (to date) $ 0 ~ FY00 (July 1999 - June 2000 Budgeted Amount $ 0 __ Amount Spent (to date) $ __0 ~ FY01 (July 2000 - June 2001 Budgeted Amount $ 0 __ Amount Spent (to date) $ 0__ 22. Is the applicant (including partners, co*applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No . If "NO" please explain. CARF accredited and in compliance. 23. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. Pentacrest, Inc, is a private not for profit 501 © 3 organization governed by a local volunteer Board of Directors. Pathways is currently the only service program operated by Pentacrest, Inc+ This program has operated under this structure since July 1996 and has seen its utilization grow from an average of 11 participants per day to the current average of 21 participants served each day, an increase of 91%. While most of these participants are frail seniors at risk of premature, or even unnecessary institutional placement, Pathways is also able to serve individuals age 18 or older who require daily supervision and can benefit from adult day health services, When Pentacrest Inc. assumed the operation of Pathways in 1996 approximately 65% of all revenues were provided by the Johnson County Board of Supervisors. One of the goals of the program has been to reduce reliance on these public funds. In FY '01, only 18.9% of total revenue for Pathways was provided by Johnson County. Client fee for service, based on a sliding fee schedule, Elderly Waiver funding, and Veteran's Administration funding provided nearly 70% of all revenues in FY '01. No one is denied service due to inability to pay, and sliding fees are based on monthly income with special circumstances such as cost of medications, medical bills, etc,, taken into consideration when arriving at a fee for service. Johnson County funding and United Way funds are used to assist those participants unable to afford the daily fee During the past 4 ~,/2 years services have been expanded to include increased hours of operation, nursing and dietary assessments and services, professional social work, transportation, and therapies and activities designed to promote health, arts and humanities, and life long learning. Relocation to a facility that can be renovated to specifically meet the needs of frail seniors, such as this project proposes, will provide a more home like environment that will enhance our ability to expand these services to more older adults and their families in the Iowa City area. In addition, this past year Pathways became one of only two CARF Accredited Adult Day Health Centers in Iowa, assuring oversight and quality of service. We realize this project will require a Board driven fund raising effort, and obtaining a mortgage on the property, in addition to CDBG funding, if approved. Iowa State Bank & Trust has agreed to provide mortgage financing, and the Board of Directors has established a Fund Raising Committee with a goal of raising approximately $275,000 toward this project. Some initial pledges have already been made. The success of this project depends largely on a three pronged approach of securing CDBG funds, Board fundraising, and a mortgage, Financial analysis by the Pentacrest Inc. Board of Directors indicates that the program can cash flow the mortgage if the CDBG funds requested are approved. Pentacrest, Inc. is an affiliate of Abbe Inc., and as such has access to administrative and management services to include human resources, payroll, accounts receivable, accounts payable, financial reports, management information systems, grant wdting, and other management services. This allows Pentacrest to focus on the provision of adult day health services in a cost effective and efficient manner, while having access to administrative resources that are helpful in this type of project APPLICATIONS MUST BE RETURNED BY 12:00 noon, JANUARY 22, 2001 - NO EXCEPTIONS City of Iowa City Dept. of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 stephenJongi~iowa-citV.org IHc, '-, ~ '- o e ~ z ~ ~ ~ E ~0 R ~ > ROCHESTER AVE OT?O ST > ~ ~ G ~ ~ CSDAR ST ~ ~ NN ~ ~ ~ ~ O ~ON S a %~ ~ ~ ~ ~ Y z Q ~ ¢ E BADCUFF MELRQSEAVE MELROSEAVE ~ ECQ C ~ e~ ~ ~ ~VENST S~LiNE o UNIVERSITY HE ~ ~. ~ Oe C 8~/O~ 0 TOWER CT ~ ~ ~ ~ ~gS~ SLAGLE CIR N10S 5 ~ ~ m F F ST ~ < ~ O r le 5~ ~ KIRKWOOD AVE ~ G ST ~ m ~ m ~ FLO HSTHSTHST~ m ~ ~ }~e~ Exisitin9 Housing Resources ~ ERNESTST ~ DEFORESTAV~ " .... ~ < CAMEORNIA AV~ Q~ e - : / e SeclLon 202 ~ O O ~ 0 30 60 90 ~ ~ o - ~ropose8 Yac~11~7 817-825 ~epper~ood ~ane Jamlar.,, 19. ~00 I LDER SEI~VICEI. IN(. 47 SIEI~A [OU~I SW I 0 W A [ I 1 Y, I 0 W A Kathlecu Renquist, Chair 52246 thinsing and ('ommnnit> I)c~ehqm~cnt Conm~ission [ )CIX/I'IlIICI/I ¢11' ]~]Llllllillg Lllld Conlnltlnity ] )cvclopment 410 East Washington Strccl Iox~a ('itv. Iowa 5224(/  l)car Ms. Renquist: ~ Pcnlacrcst Inc. is the prorider ofaduh day heath services in Ioxxa (?ity and lhroughoul Johnson Count5. Their lhcilit}, Pathways Adult Day ilcalth L D E g Center. is an important link in the system ofhonm and community-based Currently. Pathways servcs 25 of our Case Managcmcnt clients in .lohnso~ County. Since EIder Services is responsible IBr facilitating all of the case management services in Johnson and three other surrounding counties, we have an appreciation for the unique on-site care that Pathways Adult Day Health Center provides. We are aware that Pathways needs to relocate in order to continue to provide services in our community. We fully support their proposal Commuuity Development Block Grant funds to assist them with their expansion and relocation plans and encourage the Commission to give thll consideration to their proposal. If you have any questions about the impogance of this service to our clients, please do not hesitate to contact me at 33g-0534. We work closely and cooperatively with this organization and greatly admire the quality of service they have developed for Iowa City and the sugounding area. Sincerely, ('orefie Benton Woll~ ICxccutivc l)ircctor "Committed to improving the quality of life in the Wetherby Pork Area" Wetherby Friends and Neighbors ~Tanuary 11, 2001 Dear 5it or Madam: It was my pleasure to talk recently with Aaron Rempp (Program Coordinator) of the Pathways Adult bay Care Center about their anticipated move to new facilities located in the Wetherby Friends and Neighbors - Neighborhood Association boundaries in southeast Iowa City. We of Wetherby ore looking forward to having this organization call our neighborhood home. We feel that there is a great need for medical and core facilities that ore easily accessible in this part of town. We would indeed feel fortunate if their funding requests were granted to make this possible. We also plan to lend any assistance we con in making this move o success and wish them the best of luck. Sincerely, Chai~m!~ - ~N 338-2584 ~~m UOB~S55~21.CCoralville IA 52241 800-373-2000 · 319-351-2000 · www.westmusic.com 1212 5th Street - P ox , ' January 13, 2001 City of Iowa City Department of Plannjng and Community Development 410 East Washington Street Iowa City. IA 52240 Dear Members of the Planning & Community Development Board: As a lifetime resident of the Iowa City area, I am writing to request your ongoing support of Pathways Adult Day Heath Center I have firsthand experience for the need of such a facility and have personally observed the tremendous work that Pathways does for our growing semor population My father, Pearl, was in declining heath for some time, yet all of the family including Pearl wanted him to remain at home for as long as possible We reached a point in his care when my mother needed some respite from the 24 hour care which was required I am very thankful that Pathways was there to help Pathways provided not only a bridge and some well needed hme for my mother, but also a delightful environment that added to the quality of life for my father The elderly in this community need and want to have a choice. Pathways provides one very good choice that helps keep our senior citizens in their homes for as long as possible. My family and I will be forever grateful for the work of the staff at Pathways. I hope that you will continue to support this group in their efforts to meet the growing needs of the seniors in our community · Sincerely, ~,~ ;oralville davenport marion cedar falls ottumwa waterloo iowa city experience the power of making musicTM Neighborhood Centers of Johnson County r-!osl O~flce Box 2491 '- iowa C,ty Inwa 52244 .Io Benson-Vol~vald Abbe Incorporated 3150 E Ave N~V Cedar Rapids. IA 52405 I)car Ms Benson-Vorwa~d Neighborhood Centers of Johnson County is pleased to support Abbe's application Community l)evelopn~enl Block Grant Funds through lhe City of lox~a Citx We believe that Pathways Adult Daycare is a mucb needed program and would welcome I~aving it in the neighborhood Staff discussed II~e idea of having an adult dayca~e cenler in the neighborhood with Broadway Neighborhood Advisory Council The area sewed by our Broadx~ay Center does not have a visible older population The NAC members felt having seniors in the area was a great idea. We talked abOul how fiightened ~eens and young aduhs are of seniors if they have not been around them Several group members also naentioned that they had learned how imponant these services are t~om experiences in tl~eir own t~milies Finally, members of Broadway Neighborhood Advisory Council have children in after school and daycare programs at the Broadway Center and would be excited about having tbeir children involved in intergenerational programs In addition, the Center and residents have been involved in discussions about how to revitalize this pan of the community. Having a nex~ business move into one of the vacant buildings would be a positive step in rebuilding We wish you the best on your application and look fo~ard to working with y~u. Sincerely, Pat Meyer Community Development Director FY02 CITY OF IOWA CITY CDBG and HOME FUNDING RE(2UEST HOUSING PROJECTS Project Name: Hillcrest Family Services ~f(~E U~t'~ '~ Type of Project: __Rehabilitation_ JAN 2 2 2001 GENERAL ZNFORi~IA T~ON 1. Lead Applicant Name Hillcrest Family Services Applicant Address 326 South Clinton Iowa City, IA 52240 Contact Person Stacy Gray Title Program Coordinator Phone Number (319) 337-4204 Fax Number (3:19) 337-782Z E-mail Address jwoodyard@hillcrest-fs.org Federal Tax Identification Number: 42-0680411 2. Secondary Applicant (if applicable) Applicant Address Contact Person Title Phone Number Fax Number E-mail Address 3. Type of Applicant (check one): Community Housing Development Organization X Private non-profit organization __ Private for-profit, individual or partnership applicant __ Public Organization 4. Amount of Funds Requested HOME $ grant $ loan CDBG $ 8,167.00 grant $ loan SUB-TOTAL $8,167.00 grant $ loan TOTAL RE(2UEST $_8,16~.O0 5. Provide a brief description of the proposed project (please limit response to this space). This project will complete the interior remodeling of the HSL Boardinghouse located at 728 Bowery St., Iowa City. The second floor bathroom is in need of extensive repairs due to water damage and moisture accumulation through the years. The outside foundation of the house needs to be tuckpointed and sealed in order to reduce indoor moisture. 3 SECTION 1 - Need I Priorit3, 6. 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. The HSL Boardinghouse provides single room occupancy and communal living areas for nine chronically mentally ill adults as part of a licensed and accredited Community Supported Living program. These adu[ts may be in transition from a more restrictive group home placement or hospital setting. They may need extra levels of support in this transition type program before moving out into the community. Typical residents have had serious and persistent menta~ illnesses for a significant part of their adult lives. Because of this, many have spent much time in hospitals or other institutionalized care in an attempt to become rehabilitated and fully-functioning members of the community. The majority of clients have incomes below 60% of the median income. If this type of community living option did not exist, some of these residents would be homeless, in a more restrictive and expensive group home setting or hospitalized. Funds requested would be utilized to remodel the second floor bathroom by replacing the old shower stall, sink with vanity, toilet, exhaust fan, sub-floor and floorin9. The second aspect of the project is to tuckpoint and seal the outer foundation of the house. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CYI'Y STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need level, as shown on pages 91-97 in CZTY STEPS) The proposed project directly benefits nine low-income persons with mental disabilities and challenges. This remains a high priority within the City Steps plan. The plan indicates that the largest gap in the current mental health system is found in the provision of supportive housing for persons returning from a psychiatric hospitalization. Smaller gaps exist in the continuum of care for longer term, supervised housing arrangements. The Hillcrest Boardinghouse fulfills each of these needs depending upon the consumer's individual situation. These nine people benefit by the quality housing, nutrition and social services provided to them by the Iowa City HSL staff. They would have a much more difficult time living independently in the community without these resources. Many have had successive psychiatric hospitalizations and stays in more restrictive and institutionalized settings. The client's illnesses and medications they take sometimes impair judgement, which makes supported living a viable option to help them maintain some independence in the community. They have a safe, supported environment in which to live, but there are extensive repairs to be done in two rooms so that it can be a better and safer place in which to live. By affording pleasant, safe surroundings in which to live, clients can feel secure and take pride in caring for their residence and hosting family and friends at the house. This assists them in continuing to reach out to the community. Supportive Housing for Persons with Special Needs High Priority Need Priority Need Level (High, Medium or Low) SECTION 2-Leveraqina Resources 8. If a loan* is requested, I~lease indicate the aDl~licable loan terms: Rate Years Principal and interest (amortized loan) Principal and no interest (amortized loan) 0 Principal and a balloon payment Conditional Occupancy Loan (future repayment) 0 Declining Balance Lien (forgiven over time) 0 Other: (explain) All loan terms are subject to negotiatibn and/or modification by the HCDC or City sta~ 9. Zn the space below, please provide the proposed sources and uses of funds for the project. Znclude all funding requested for the proposed project to be completed (e.g. infrastructure improvements ). Where possib/e p/ease provide third partr documentation for project costs. Hillcrest Family Services Boardinghouse Rehabilitation Project 2nd Floor Bathroom Remove and dispose of damaged materials $ 400.00 Replace Exhaust fan and lighting $ 490.50 Replace shower stall $2214.50 Replace sink/vanity $1316.10 Replace stool $ 593.50 Replace sub-floor &floor covering $ 596.00 Install new walls, mirror, shelves, etc. $ 977.06 Equipment rental $ 80.00 Sub-total $6667.66 Exterior Tuckpoint and seal outer foundation (estimated) $3,500,00 *i ~'r;QUALITY HOME IMPROVEMENTS.- Estimate Subtotal ~. Sale~ Tax Total Total $10,167.66 10. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds Amount of Funding Requeste~ Iowa City CDBG or HONE Fundin9 (public) $ 8,167.00 State of Iowa HOHE (public) $ Iowa Finance Authority (IRA)- non-LIHTCs (public) $ City of Iowa City - Tax Increment Financing (public) $ City of Iowa City - Tax Abatement or Exemption (public) $ IrA -- Low Income Housing Tax Credits (public) $ Other Public Resources (public) Applicant Contribution of Equity (private) $ Private Lender Financing (private) $ Private Foundation(s) (private) $ ~.,000.00 Volunteer Labor and/or In-kind Donations (private) $1,000.00 Other Private Resources (private) Amount of Private Funds $_2,000.00 (a) Amount of Public Funds $_8,167.00 (b) TOTAL PRO.1ECT FUNDTNG $10,167.00 (c) (sum of lines a and b) Number of Bedrooms 7 (d) Number of Publicly Assisted Bedrooms __0 (e) Persons Assisted (# of bedrooms x 1.5) __9 (f) Requested Public Subsidy Per Bedroom _$1,167.71 _(line b divided by line d) Total Cost per Bedroom $1,452.42 (line c divided by line d) Total Public Cost per Person _$907.44 (line b divided by line f) Total Cost per Person _$1,129.66 (line c divided by line f) 6 11. Does the proposed project pay property taxes? Yes ~ No x If property taxes are not paid, does the proposed project make a Payment Zn Lieu of Taxes? Yes~ No x lrf "yes", what is the percent of full taxes paid? % and amount paid $ :Z2. Zf partial funds are awarded, will the project/program continue? Yes x No If yes, at what level? The projects are prioritized and will be completed if funds are available through other grant sources. Other projects would have to be delayed. The rent that residents pay does not allow us to complete many rehabilitation projects. 13. Program regulations require a 25% match for HOHE 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. Zf the proposed project is requesting HOI~IE funds from the State of iowa please describe how the lTro/ect wi// meet this matching requirement without the use of City funds. Local HOME Funds Requested $ x .25 = $ Local Match State HOME Funds Requested $ x .20 = $ State Hatch SECTION 3 -- Feasibility Z4. 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). P/ease Note: If funded, this schedule will be used for any profect aareement for the use of CDBGIHOI~E fundin~l. Date Descrintion of Activity 3uly 1, 2001 Beginning of City Fiscal Year and Project Start Date August 15, 2001 Bids accepted September 30, 2001 Tuckpointing foundation completed January 31, 2002 Bathroom remodeling completed 15. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in lowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). This project will rehabilitate the living environment for nine special needs adults in our community. Clients are assessed a set, very affordable rate for room and board. They do not use Section 8 vouchers. Any support services they receive are funded by counties, i'4edicaid, private insurance or private pay. Room and board charges are far below community costs. The funding through CDBG will enhance and preserve the facility and insure that rent costs will remain affordable. The goal of the HSL program is to assist residents to regain the skills necessary to live in the least restrictive, most affordable community settings. 16. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGIHOt~IE 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. Funding will be utilized to upgrade and maintain the boardinghouse. This facility has been operated by Hillcrest since 1988. If community need remains for this type of facility, Hillcrest has pledged to be involved in its operation. Rates at the boardinghouse are far below rental rates in the community. Rates have never been raised. In addition, clients receive nutritious meals and community support while they reside there. 17. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. Matching funds are in the process of being raised to assist in the completion of FY 2002 projects. Funds have been raised for FY 2001 projects. NOTE TO HCDC: REVIEW A t~ROFOR/vlA AS PART OF THE FEASZBIZ ED' SECTION SECTION 4 - Impact I Benefit to the Community 18. Zn the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. The Boardinghouse, located at 728 Bowcry Street, Iowa City, underwent a thorough rehabilitation in 1988 when it was purchased by Hillcrest Family Services. Improvements to windows were made in 1995 and a new roof was installed in 1998. The facility provides affordable, supported housing to as many as nine chronically mentally ill residents. These residents are attempting to regain the skills necessary to live independently in the community. The second floor bathroom is in dire need of extensive remodeling. The exhaust fan is not capable of removing enough moisture from the room because the shower is used so frequently by so many residents. All of the fixtures are old and need to be replaced because of the frequency of use. The foundation needs to be tuckpointed and sealed so that moisture is unable to permeate the walls from the outside. Eight residents currently occupy the building. Capacity is nine residents, 19. An objective of the City of Zowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of low-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. This project serves a target population of low to moderate income persons with mental illness. Currently, the house has eight residents. Three residents are between 0-30% of median income, four are between 31-50% of median income and one is between 51-80% of median income. The neighborhood is a mixed neighborhood of single family and multiple family homes. We are Not aware of any other boardinghouse facility for chronically mentally ill adults in this neighborhood. 20. On the map provided, please show the location of the proposed project. LEAF ST e' ~ ..... 180f80 ~ - ~,0 180 S > ~ ~ < CYPRESS CT ~' O % NE ¢ Exisiting Housing Resources ~ 3 ' Group RATELM~T t_- ; I projectSasedSec8 &~ ~ 'O ~ ~ CAL~FORN~AAVE O~ ~ % ' o 3o eo 9o +~ 9 21. 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). Circle Persons or Households Number between 0 - 30% median income 3 persons or households (a) Number between 31 - 50% median income 4 persons or households (b) Number between 51 - 80% median income :L persons or households (c) Number between 80 - 100% median income 0 persons or households (d) Number over 100% median income 0 persons or households (e) TOTAL 8 Persons or Households (Q Percent LMZ 1__ (lines (a+b+c) divided by line f) 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). The project intends to improve the viability and safety of common areas of the house. New fixtures and flooring in the bathroom will improve the residents' ability to keep the fixtures and the flooring clean. Installing a larger, more effective exhaust fan will reduce the moisture buildup in the room and reduce the possibility of mildew forming on the walls and ceiling. Outcome data will be a check off system utilized by the Hillcrest staff to inspect the cleanliness of the rooms and check for the presence of mold/mildew in the bathroom. 23. Please discuss how these outcome data will be met by the proposed project. Replacing the exhaust fan and old shower and stool will reduce the mold and mildew in the bathroom and allow the residents to keep the bathroom cleaner and healthier. Tuckpointing the exterior of the foundation will result in keeping the interior of the foundation dry and mildew-free. SECTION S -- Capacityl History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three Cib/ fiscal years and the status of the project(s) undertaken. (C/t)/fiscal year]u/J/:l to June 155 ZO Fiscal Year Funds Received Budgeted Amount Amount Expertdeal (to date) FY99 (July 1998 - June 1999) 0 FY00 (July 1999 - .June 2000) 0 FY01 (July 2000 - June 2001) $12,200.00 $11,902.00 Interior painting, caulking and handrail installation is complete. 25. Zs the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HONE funded projects? Yes X No . Zf "NO" please explain.. 26. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. Hillcrest Family Services is a 104-year old social service organization serving children, youth, families, and adults with chronic mental illness. We serve a variety of people from all over the state of Iowa, primarily from eastern Iowa. We have successfully operated the Community Supported Living program and Boardinghouse since 1988. We have demonstrated a staff and financial commitment to this program for the past 13 years and will continue to do so as long as there is community need and financial support. We also have a group care facility for five adults with mental illness at 745 Pepper Drive. We have successfully completed part of the CDBG funded project from FY 2001. DUE January 22, 2001 bV 12:00 noon - NO EXCEPTIONS City of Iowa City Department of P/ann/ng and Cornmun/ty Deve/oprnent 4] 0 E. Wash/ngton Street (31 g) 356-5230 stephen_long@iowa-city.org HOUSING AND COMMUNITY DEVELOPMENT COMMISSION 1/19/01 PROFORMA SPREAD SHEET AMOUNT i ~ I : . FY02 CDBG and HOME Rental Housing Projects LINE .DESCRIPTION YR #1 YR #2 YR #3 YR#4 YR #5 YR #6 YR ~7' ~YR~8 YR ~9 YR ~10 ~ G~oss Rent 44,003 44,883 45,781 ~6,6~ 47,~30 48,583 49,555: 50,546 ' 51,557 52,588 2 '6{~er income 0 0 0 0 ~ 0 0 ' ' b T 0: 0 0 ~'~a~{ Contributions 0 0 0 0; 0 0 0 i 0 0 0 '~'~ross Income (1 thru 3) 44,003 44,883 45,781 46,6~6; 47,630 48,583 49.555 K 50,546: 51.55~ 52,588 "~ ~a~ncy Loss { 5% of 1) 2,200 2,244 2,289 2,335: 2,382 2,429 2,478, ' 2,527 ' 2,57g 2,629 6~ffect~Ge bross Income (4-5) 41,803 42,639 43,492 442362 ' 45,2~9 4~,1~4: ~77~87018~ 48,979 49,958 ~ 7=~St~mated ~nsurance 12975 2,034 2,095 ~21~8: 2,223 2,290 2,358 i 2,429: 2,502 2.577 87~jrs & Replacement{7*$390) 2,812 2,896 2,983 3,073 [ 3,165 3:26d; 5255~' ~,458' ~,562 3,669 9[~a~agement Fees 7% of gross rent 3,080 3,142 3,205 3,269 ' 3,334 32~1[ ~,~6~ 32538 ~ 3,609 3,681 10 Prope~y Taxes 0 0 0 0 0 0: 0 0 r 0 0 111Other Operating Expense 22,907 23,594 24,302 [ 25,031 ~ 25,782 2~,55~; ~,35~' ~,173~ 29,018 29,888 12~Rese~es (3% of gro~s rent) 1,320 1,346 1,373 ~,40{ ~ 1,429 1.Z5T ' ~.487't 1,51eT 1,547 1,578 13'Total Operating Expense 32,094 33,013 33,959 ' 3~,932' 35,933" 36,~3 ' "38,024~'' ~9,115~ 40,2~ 41,393 14Net Operating Income (6-13) 9.709 9,626 9,533 9,430 ~ 9,~16 9,191 ' ~,~53 I ' ~,904 ~ 8,741 8,565 15TDebt SedUce ~1 0 0 0 0 r 0 0 0 ~ 0 0 0 16~Debt se~ice ~2 0 0 0 0 0 0 0 ~ 0 + d 0 18Cash Flow 9,709 9,626 9,533 9,430, 9,316 9,191 _ 9,053 ~,904 8,741 8,565 18(b) Equity Inventment in PF0ject 187,948 21 ~Depreciation Expense 7,222 7,222 7,222 7,222 = 7,222 7,222 7,222 7,222 7,222 7,222 ~dni~tion o{ F~Bs 0 0 0 0 i 0 0 ~ ~' 0 23'.~ri2cipal PaymentF 0 0 0 0 ~ 0 ~: 0; 0 0 0 24rRese~e from line 12 1,320 1,346 ?,373 ~,40~ 1.429 1,ZSV 1,~77 1,516 1,547 1,578 25~ings before taX(tine 20-21&22+23&24) 3,807 3,750 3,684 ~,60~ ~ 3,~23 3,~26: ~;~ ~ 3,198 3,06~ 2,921 26;Taxes 0% 0 0 0 0 0 0 0 0 6 0 27'Taxes Incurred 0 0 0 0 ' 0 6 O~ 0 0 0 28,Cas~Ylowcar~over 9,709 9,626 9,533 9,430 7 9,316 ~,~1: _ 9705~ _8,904' 8,741 8,565 297Ta~es Incurred 0 0 0 0 0 0 0 0 0 0 ~07CashfloWaftertax(28-29) 9,709 9,626 9,533 9,430' 9,316 ' 9,191 97053' 8,904 ' 8,741 8,565 ~1 ',~sh ~ow after tax 9,709 9,626 9,533, 9,43d ~ 9,316 9,191 ' 9,653 ~ '8,904 8,741 8,565 32iRehabilitation Tax Credit 0 0 0 ~ 0 0 0 0 0 0 0 33~Low Income Tax Credit 0 0 0 ~ 7 0 ' 5 ' 07 0 0 0 352TotalpenefitsA~erTax (NCFAT) ~,709 9,626 9,533 ~ ~,~3~ T 9,516 9.191 9,053~ 8,90~~ 8,741 8,5~5 36:Return on Investvestment 5.~7% 512% 507% 502%i 4.96% 4.89% 4.82%= 4.74% 4.65% 4.5G% PROFORMA SPREAD SHEET ~ I FY02~C~DBG and HOMp Rental Housing Projects LINE DESCRIPTION YR#11 YR#12 YR#13 YR#14 'YR#15 'YR~ YR#1? 7YR/~8 'YR#19 YR#20 '] :~r~ss Rent 53,639 54,712 55,806 56,923 58,061 59,222: '~0,40~T ~]615 ' 62,847 64,104 ~- 0TM - ~ 0+ 2 Other income 0 0 0 0: 0 0 0 0 3 Tenant Contributions O 0 0 0 0 ' 0 ' '~ ~ ' 0 ~ 0 0 4jGross Income (1 thru 3) 53,639 54,71~ 5 5 6 , 6 6 ~:~a~Hcy Loss ( 5% of 1) 2,682 2,736 i 5 5 61Effective Gross Income (4-5) 50,957 51,977 53,016 ~54:bfGf 55,{5a: 56,~61 E ~7,386~5~53~ ~ 5~,]d5' 6d,89~ ~mated InSurance 2,654 2,734 2,816; '~,990 ," 2j87' ,_ ~i7 ~,j69 , 3,26~ 3,362 5,~63 81RepaiFs & Replacement(7*$390) 3,779 3,892 4,009 2 ,_4,130 ~ 4,2~3 4,381 . 4.512 4,~8'F 4,~87' 4,931 ~agement FeSs'% ~ g 0ss re 3,755 3,830 3,906 3,985 ~ 4,064: 4,146 ] ~,2~8 ~,~.313 ~ 4,399' 4~4~ J , 7 f r nt f0iPropenyTaxes 1 2 3 ~ ~ ~ 5: 6 i 7 8 ] 9 ' 10 11~OtherO~erat~ngE~pense 30,785 31,709 32,660~ 33,640i 34,~9~ 3~,~8~ 6,25 7 ~7,8621 38,99~ ~0,168 ~Rese.e~ ¢% of~r~ss?eni~ 1,609' 1,641 1,6~4; ~:~08[ 1,~42 1,777 [ 1,812 1,848 F 1:~8~' 1,923 14(Net O2erating income (6-13) 8,374 8,168 7,947 ' 7;2~ ~ 7,457 . ~,187 , ~ . 15Debt SeNice ~1 0 0 0 0 ~ 0 0 0 ' 0 0 0 16%~t~e~ice~2 0 0 0 0: 0 0 . ~ 0 0 0 ~ l~:T%~al Debt Se~ice 0 0 0 0 E 0 0 0 J 0 ~ 0 0 18~Cash Flow 8,374 8,168 7,947: f:~{~ ~ 7,45~ ~ Y,{~7 ' ~;~ ~91" 6,26Z 5,~f 18(b)~Equity Inventment in Project 191Cash on RO] 4.46% 435% 4 23% 4.10%~ 3.97%: 3.S2%~ 3.67°/~ 3~51E ~.3~% 3.15% 20'Cash Flow 8j74 8,168 7,947 7.711 ~ 7,457 ~ 7,187; 6,898 6,591~ 6,264 5:~7 21~Fe&i~t~on ExpenSe 7,222 7,222 7 22 7 ~ . 7,2 _7,22: 7 22 , 7 22 22;Ammonization of F~es 0 0 ~2 Prin~bal ~ayments 0 0 0 ~ ] 0: ' b O ~ b 0 24iResere from line 12 %609 1,641 1,674 1,fo8 1,742 ~,7~] 1,8{2'7 ~,84E 1,885 1,923 ~ni~gs before ta~(I]ne 20-21&22+23&24) 2,761 2,588 2,400 2,196; 1,977 , 1,Y~1 {:~88 ~ ~,217' 927 ~es 0% o 0 o 0, o 0 o i ' 0 o 27Taxes Incurred 0 0 0 0 0 0 0 f d 0 0 __ 2j~ Cas~ flow car~over 8,374 8,168 7,947 ' 7,711 [ 7,457 7,~ 87 6,898 i 6,~91 6,264 5,91 29'Taxes Incurred 1 2 3 4 ' 5 6 ~' I 8~ 9 10 30!Cash flew after tax (28-29) 8,373 8,166 7,944 ~,707; 7,452 . 7,181 8,8~F 6:5a57 6,255 311Cashfiowa~ertax 8,3Y3 8,166 7,944 ~,f07r 7,~52 7,181 6,8~17" 6%583' 6,255 5,967 ~iReh~bilitation Tax Credit 0 0 0 0 0 0 ~ 0 0 0 __ 3j ,'~o~ ~o~ Ta; Credit 0 0 0 0 ' 0: 0 ' gE 0 ' 0 0 ~et Sale proceeds 351TotalBenefitsA~erTax (NCFAT) 8,373 8,166 7,944 7,707 7,452 7,181 6,891 6,583 6,255 5,907 36%{urn on I~vestvestment 445% 4.35% 423% 4,16%[ 3.97%; 3:82%~' 3.6~o/~ ~50%: 333% 3~4% FY02 C.R'Y OF 2'Oi/VA C,TTY CDBG and HOk!E FUNDZNG REQUEST HOUSING PROJECTS Project Name: Peninsula Affordable Housinq _ ~ Type of Project: Affordable Rental Housinq - New Constru GENERAL INFORMATION 1. Lead Applicant Name Greater Zowa City Housincl Fellowship Applicant Address 1700 S. First Avenue, Suite 25B - Contact Person F4arvann Dennis Title Executive Director Phone Number 319-358-9212 Fax Number 319-358-0053 E-mail Address qichf@avalon.net Federal Tax Tdentification Number: 42-:Z362432 2. Secondary Applicant (if applicable) N/A · Applicant Address Contact Person Title Phone Number Fax Number E-mail Address 3. Type of Applicant (check one): X Community Housing Development Organization __ Private non-profit organization __ Private for-profit, individual or partnership applicant __ Public Organization 4. Amount of Funds Requested HOME $ grant $ 623,467 loan CDBG $ grant $ loan SUB-TOTAL $ grant $ loan TOTAL REQUEST $ 623,467 5. Provide a brief description of the proposed project (please limit response to this space). This project will add 19 units of affordable rental housing in the Zowa City PeninsuLa Neighborhood. The Peninsula Neighborhood presents a unique opportunity for the development of a traditional neighborhood. Traditional neighborhoods have endured and include most of the truly prestigious places to live. The inclusion of affordable housing within the Peninsula Neighborhood further enhances this unique Community plan. Greater Zowa City Housing Fellowship (GZCHF) in partnership with the City of Zowa City Public Housing Authority (ICHA) will acquire lots, at a 10% discount, in the Peninsula Neighborhood and construct 19 units of affordable rental housing. GZCHF will act as the developer for the project, Building types and bedroom sizes are: a twelve unit accessible apartment building of four 2-bedroom units and eight Z-bedroom units; three 3-bedroom townhouse units and two 3-bedroom duplex buildings (~ units). GZCHF will serve as the developer and will have a contractual obligation to the ICHA to develop the 19 rental units. Upon receipt of the Certificate of Occupancy for the Z2plex apartment buiiding, GZCHF will transfer title of the properly and the HOME obligations to ZCHA. ZCHA will then assume leng- term ownership and management of the units as affordable rental housing. Rents for the project are set aL the current Fair Narket Rents to be affordable to households with incomes at or below 50% AM T. The proiect will provide permanent affordable housing to approximately 56 persons. 2 SECTION I - Need\Priority 6. 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. Housing market conditions in the Iowa City area indicate that the need for rental housing that is affordable is critical. A goal of Iowa City's Consolidated Plan - City STEPS - is the new construction of general occupancy rental housing units that are affordable. In comparison to other Iowa communities, Iowa City has very high average land values, fair market rents, and cost of living index. The housing situation in the Iowa City area is not typical of most of Iowa. A high median income of $55,100 for a family of four is generated by salaries paid to the professional work force. This translates into a demand for larger homes, which adds to existing high land values. The rental costs in the area are very high. The influx of University students saturates the rental housing market with consumers, causing an increased demand for rental housing, especially the affordable units. Very low vacancy rates act to increase the cost of both rental and owner-occupied housing. Despite the continued expansion of Iowa City's housing stock, demand continues to outdistance supply (City STEPS, Iowa City's Consolidated Plan for Housing, 3obs and Services for Low-Income Residents 200:1-2006). Maxfield Research Inc. completed a Housing Market Analysis and Demand Estimates for the Iowa City Urban Area in 3anuary 1998. The study estimated that at the end of :~997, there was a shortfall of 400 rental units for low-income households. This shortfall is expected to increase by roughly 105 households through 2000 and by another 525 households between 2000 and 202~0. Since the Maxfield study there have been 222 new general occupancy rental units constructed. This production places the rental market at 26.1% completion for the year 2005 goal of 850 units. (Housing Market Analysis and Demand Estimated for the Iowa City Urban Area, Maxfield Research, .lanuary ~L998) This project will help to fill a gap in the housing market by adding 19 new affordable rental units. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need level, as shown on pages 91-97 in CI'rY STEPS) This project directly addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis by increasing the number of affordable renta~ units in Iowa City. Priorities - City STEPS HUD Table IV. 1 LISTING OF PRIOI~TY NEEDS (p.91) This table indicates that the priority for small and large rantar households that are cost burdened and have household incomes at or below 50% AM I is high. (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.) Strategies - City STEPS (p.95) The City expects to assist a number of housing projects. There will be approximately 955 units of affordable housing being provided within the City of Iowa City and it is estimated that over one-half of these households will be under 50% AM I. Goal (p. 94): IV.B.i.a.(3) New Construction of Rental Housing - 25 Units Annually Maxfield Housing Market Analysis -Table 54 (p.J. TE): RECOivIIvtENDED HOUSING DEVELOPMENT IOWA CITY URBAN AREA Through 2000-2005 - Subsidized/Affordable Rental Housing - 635 RENTER HOUSEHOLDS 50% AMI AND UNDER HIGH Priority Need Priority Need Level (High, Medium or Low) SECTZON 2-LeveraoinQ Resources 8. If a loan* is recluested, Please indicate the apolicable loan terms: Rate Years Principal and interest (amortized loan) Principal and no interest (amortized loan) 0 Principal and a balloon payment Conditional Occupancy Loan (future repayment) 0 Declining Balance Lien (forgiven over time) 0 Other: ZNTEREST ONLY, 20 YEAR BALLOON 1% 20 ~ A//loan terms are subject to negotiation and/or modificat/on by the HCDC or City staE. 9. In the space below, please provide the proposed sources and uses of funds for the project. Znclude al_JI funding requested for the proposed project to be completed (e.g. infrastructure improvements). Where possib/e p/ease provide third party documentation for project costs. Use Source Amount Land FHLB AHP $ 190,000 City HONE $ :170,000 *ConstructiOn Cost State HONE $ 396,02:1 City HOME $ 217,,~71 Firstar Construction Loan $ 700,000 Development So~c Costs City HONE $ 235,996 ICHA Equity $ 171,202~ Developer Fee State HOME $ 78,960 TOTAL $ 2,159,650 *Construction estimates completed by Donald W. Robinson Builder, Znc. and Kevin Hanick, Lepic-Kroeger Realtors. NOTE: Construction loan from Firstar will be repaid with City of Towa City General Obligation Bond Financing. ~.0. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds Amount of Funding Requested Iowa City CDBG or HONE Funding (public) $623,467 State of Zowa HOME (public) $474,981 Zowa Finance Authority (IFA)- non-LIHTCs (public) $ City of Iowa City - Tax Increment Financing (public) $ City of Iowa City - Tax Abatement or Exemption (public) $ ZFA -- Low Income Housing Tax Credits (public) $ Other Public Resources (public) City of [C GO $700,000 ~CHA Equity $171,202 Applicant Contribution of Equity (private) $ Private Lender Financing (private) $ Private Foundation(s) (private) $ Volunteer Labor and/or In-kind Donations (private) $ Other Private Resources (private) FHLB AHP Grant $190,000 Amount of Private Funds $ 190,000 (a) Amount of Public Funds $ 1,969,650 (b) TOTAL PRO3ECT FUNDING $ 2,159,650 (c) (sum of lines a and b) Number of Bedrooms 37 (d) Number of Publicly Assisted Bedrooms 37 (e) Persons Assisted (# of bedrooms x 1.5) 56 (f') Requested Public Subsidy Per Bedroom $53,234 (line b divided by line d) Total Cost per Bedroom $58,369 (line c divided by line d) Total Public Cost per Person $3S,I.72 (line b divided by line f) Total Cost per Person $38,565 (line c divided by line f) *NOTE: ALL PUBLIC FUNDS FORTHIS PRO3ECT ARE BEING REQUESTED AS LOANS AND WILL BE REPAID. ll, 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? 25 % and amount paid $ 4,434 (GICHF payment in lieu of taxes for 1999). 12. If partial funds are awarded, will the project/program continue? Yes X No If yes, at what level? Fewer units will be constructed. 13. Program regulations require a 25% match for HOME fundino only. Describe how your organization or the proposed project will help the City of Zowa City meet this match requirement for local HOME funds. if the proposed project is requesting HOHE funds from the State of iowa please describe how the I~rofect will meet this matching requirement without the use of City funds. Local HOME Funds Requested $ 623,467 x .25 = $ 155,867 Local Match State HOME Funds Requested $ 474,981 x .25 = $ 118,745 State Match · $190,000 FHLB Affordable Housing Program Funds · 10% discount on land · property tax exemption · difference between Genera[ Obligation Bond rate and market rate for private financing SECTION 3 -- Feasibility 14. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any Droiect aQreement for the use of CDBGIHOIvIE fundinQ. Date Descriotion of Activity July 1, 2001 Beginning of City Fiscal Year and Project Start Date · 3anuary, 2001 Sign purchase agreement with Terry L. Stamper Holdings, LLC for lots in the Peninsula Neighborhood · April, 2001 Secure funding from City of Iowa City · April, 200:~ Secure funding from State of Iowa HOtvIE · April, 200~. Secure funding from Federal Home Loan Bank · April, 2001 Secure preliminary approval of private construction financing · May, 2001 Finalize construction plans and specs · 3uly, 2001 Sign funding agreements for public financing · 3uly, 2001 Lot Acquisition · 3uly, 200:L Advertise for bids, award construction contract · August, 2001 to 3anuary, 2002 Construction · August~ 200:~ to 3anuary, 2002 Manage construction activities, make progress payments · August 2001 to 3anuary 2002 Market units, screen tenant applicants, rent units · January 2002 Secure General Obligation Bonds/repay private construction financing · 3anuary 2002 Transfer 12plex to ICHA for long term ownership and management · 3une, 2002 Project close-out 15.Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Zowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). This project will expand the stock of affordable rental housing in Iowa City by :19 units, which will accomplish 76% of the City STEPS annual goal of 25 units of newly constructed rental units. The pro3ect will benefit the targeted income group by providing decent, affordable housing in a mixed income neighborhood. In Iowa City, the majority of households with incomes at or below 50% AM I are cost burdened. Tenants in the project units will not be cost burdened. All units will be eligible for Section 8 recipients. The 12plex units will be affordable to households with incomes at or below 50% AM Z and the seven 3 bedroom units will be affordable to households with incomes at or below 60% AM I without assistance. 16. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGIHOI~fE program requirements) or permanent affordability; and, show how the project will provide for affordable housing at rental rates lower than those in the existing rental market. The proposed project exceeds the required terms of affordability of all funding sources. Security documents and mortgages will be recorded for each building. These instruments will define the term of affordability. In conjunction with the Conditional Agreement between the City of Iowa City and GICHF, the project will be retained as affordable housing for a minimum of thirty years. Annual reports from GICHF will ensure the thirty-year retention period. The mission of GICHF is to increase the access to and availability of affordable housing in 3ohnson County. As a non-profit and long-term owner of the seven duplex and townhouse units, GICHF will offer the project units as affordable housing units for the life of the property. As the long-term owner and manager of the 12plex, for use as affordable rental housing, TCHA will also maintain the units as affordable housing units for at least 20 and probably 30 years. The Fair Ivlarket Rents, with the required utility allowances, are considerably lower than the local market rents of: Bedroom Size Average Ftarket Rent (1999) Local FMR Project Net Rent (Less Utilities) 1 $524 $452 $380 2 $549 $574 $489 3 $899 $807 $691 (SOURCE: Annual Apartment SuFvey, Cook Appraisal, 1999) 17. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. ICHA has veFified an equity contribution of $i71,202 to this pFOject. The other sources of financing are not secured. The following explains the current status of otheF funding sources: Firstar Construction Financing LetteF of Consideration 3anuary 9, 2001 City of Iowa City General Obligation Bond Financing Letter of Consideration; 3anuary i1,2001 State of Iowa HOME Funds Application Submitted 3anuary 16, 2001 FHLB AHP Funds Application Due March 2001 NOTE TO NCDC.' REVIEW ATTACHED PROFORNA AS PART OF THE FEASIBILITY SECTION SECTION 4 - Impact lBenefit to the Community 18. Zn the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. Type of Project: New Construction of affordable rental housing Total Number of Units: 19 Number of Units Assisted with Public Funds: 19 19. An objective of the City of Zowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of low-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. This projeCt will provide affordable rental housing to very low-income households - those with incomes at or below 50% AM I. The vacant land that makes-up the Peninsula Neighborhood is currently located in a low- moderate income Census TraCt according to HUD. However, alter review of the site plan, it is apparent that the development of the Neighborhood Peninsula will result in a change of this classification. The Peninsula Neighborhood presents a very unique opportunity for our community and is the result of several years of careful planning. The City Council has entered into a development agreement with Terry L. Stamper holdings, LLC that specifically encourages the development of affordable housing in the Peninsula Neighborhood. The development agreement states," The City and TLS (Terry L. Stamper Holdings, LLC) acknowledge their collective intent to develop the Peninsula Neighborhood with a mixture of housing types and a range of property values. To assure that a minimum percentage of the constructed dwelling units are affordable and remain affordable over time, 10% of the total number of dwelling units shall be construCted for and/or marketed to non- profit housing organizations." A mixture of housing types, a range of property values and the inclusion of units with long-term affordability promote diversity in this neighborhood. Historically, GICHF tenant demographics have shown much wider racial diversity than in the homogenous Iowa City population (90% white). The heads of households at GICHF rental units define themselves as 41% African American/Black, 7% Hispanic,3% Native American and 49% White/Caucasian. 20. On the map provided, please show the location of the proposed project. Please see attached 21. 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 Guidefines ). Circle Persons or Households Number between 0 - 30% median income persons or households (a) Number between 31 - 50% median income 19 households persons or households (b Number between 51 - 80% median income persons or households (c) Number between 80 - 100% median income persons or households (d) Number over 100% median income persons or households (e) TOTAL 19 households Persons or Households (f') Percent LMI 100% (lines (a+b+c) divided by line f') 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). · Objective A: To provide 19 units of affordable rental housing for households earning less than 50% of AMI. · Objective B: To foster economic diversity in the Peninsula Neighborhood. · Objective C: To develop a public-private partnership. · Objective D: To ensure long-term affordability of the pFoject units. · Objective E: To complete the project within the proposed timeline and budget. 23. Please discuss how these outcome data will be met by the proposed project. A. Measure of success: Proposed rents are set at FMR for income-targeted households. B. Measure of success: The placement of affordable rental units in market rate neighborhoods increases mixed-income neighborhoods. C. Measure of success: The Iowa City Public Housing Authority and GICHF, a private non-profit are committed to the partnership upon successful project financing. D. Measure of success: A non-profit owner and recorded deed restrictions ensure long-term affordability of the rental units. E. Measure of success: GICHF and ICHA have been successful in the development and management of affordable rental housing. Both partners have the administrative capacity and expertise to complete the project SECTION S -- Capacity I History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to ]une 30) Fiscal Year Funds Received Budgeted Amount Amount Expended (to date) FY99 (3uly 1998 - 3une 1999) $300,040 268,216 FY00 (3uly 1999 - 3une 2000) $281,609 $0 FY01 (3uly 2000 - 3une 2001) $25,550 $25,550 25. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes × No __. If "NO" please explain. 26. Please provide evidence of your orga nization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. Since its beginning in 1990, GICHF has received more than $7,900,000 in grants and loans to develop affordable housing. GICHF currently owns and manages 81 rental units, which house 263 very how- income people. Seventy-one very low-income households make up GICHF's eligible applicant pool. vacancy rates for GTCHF owned and managed units average 2% per year. GTCHF has extensive experience in substantially rehabilitating existing properties. Additionally, GICHF has produced 8 units of newly constructed duplex rental housing. As part of the Saratoga Springs Limited Partnership, GICHF constructed 1E townhouses currently used as affordable renta] housing. Key personnel for the proposed project include: Maryann Dennis, L~SW, has been the Executive Director of GICHF since 3anuary 1993. She has extensive experience in working with low-income families and the administration of federal and private funding sources. rvls. Dennis currently administers GTCHF's CDBG, HOME, FHLB and ESGP contracts. Ms. Dennis is a certified 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 i Ciyil Engineering. She has over eight years experience as the Section 8 Rental Housing Tnspector for the City o Iowa City. Ms. MacKay's prestige and invaluable experience with Housing Quality Standards and low-income households greatly enhances the efficacy of GICHF. Ed C. "Butch' Seydel, Naintenance and Repair, joined the GICHF staff in 3une 1999. Mr. Seyde] has well over 20 years of experience in the building trades and facility repair and maintenance. Teresa Engtand, Administrative Assistant, joined GTCHF in May 2000. Iris. England successfully completed computer training through 3TPA in Kno>cville, TN and brings exceptional organizational skills to G~CHF. Barbara Bailey, owner of Blue Moon Accounting is the contracted accountant. Ns. 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 developer and will have a contractual obligation to the ICHA to develop the 19 rental units. Upon receipt of the Certificate of Occupancy for the 12plex apartment building, GICHF will transfer title of the property and the HOME obligations to ~CHA. ICHA witl then assume long-term ownership and management of the units as affordable renta[ housing. This project continues GICHF's innovative approach for meeting the housing needs for tow-income households in Iowa City. The local government has expressed a concern regarding areas of concentration of "low-income" housing in our community. Constructing affordable housing in the Peninsula Neighborhood will result in a mixed-income neighborhood. The Board of Trustees serves as the governing body of GICHF. The Trustees approved this application at their meeting of 3anuary 8, 2001. G~CHF 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. Proforma Spread Sheet i . - - FY02 CDBG and HOME Rental Housing Projects Peninsula Affordable Housing ' Line Description Symbols YRI YR2 YR3 ! YR4 YR5 YR6 YR7 YR8 YR9 YR10 Revenues , , 2 ~ther,noo,~. .o, ......;:/:!~ir: ' ' " 5 I : : I 6 iE~ective Gross Income : EG, 112096 ! '14 338 116625 ~8957 ! 121 337 123763 ' 126239 ! 12s763 '31 339 '33965 8 - 1; :~Z 7674; 7904 · 8141 ~ 838~ 8637, 8896 ~ 9'63 9437 3721 14 5Net Operating Income =r,ol 69580 70546 71519 , 72499 j 2 764 ~ 77480 78491 . · .......... ., ,,,.~ ,.: ....b,:.-,~.~ 15 ~Debt Se.ice First Mortgage .' ~:~ 't' '; :' ~54~' ~'~: ~' ~,'.,5~.4~ Proforma Spread Sheet FY02 CDBG and HOME Rent~i H~G~ing PrOjects ,peni__nsula Affordable Housing , __ Line YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR9 YR10 Cash Flow ARer Tax · Line Total Benefit Analysis 33 Low income Housing Tax Credit ~L~h~: Proforma Spread Sheet .... FY02 CDBG and HOME Rental Housing Pri ~ ' ! i _ . ~ Line Descripbon Svrnbols YR11 YR12 ~ YR13 YR14 YR15 ~ YR16 YR17 YR18 YR19 YR20 · ; - ~ ~8 ~Cash Flow ~ · Proforma Spread Sheet . _ FY02 CDBG and HOME Rental Housing Pr, : - Line YR11 YR12 YR13 YR14 YR15 YR16 YR17 YR18 F YR19 YR20 Determlnlnq Tax es ~ 20 Cash Flow CF ! s 1333E S 14 105 , S 5 Z ! $ '6 152 , s 17 179 i $ 18208~ $ 19238 , $ 22 Amo~izatbn of Fees ~o~:z $ s ' ' ~: ""' ~ ~"' '~%~81:~/' 23 2rincipal Payments +p $ ~,~1 ~ ~,~'~;~::L~;~:ZS'::'~, $b~;~- ~s ' i .i .! CaSh Flow ARer Tax i . i ~ ' I i I . - I Line TO~I Benefit Analysis Peninsula Affordable Housing PROJECT COST ANALYSIS Tota~ (2) DEBT SERVICE FINANCE ANALYSIS Land $360,000 Amort. TOTAL PROJECT COSTS $2,159,650 Construction Cost 51,313,492 (a)lowa City G.O. Bond Builder Cost 8198,641 (a) Amount: 8700,000 Architect/Engineering $120,000 (a) Terms: 5.00% 20 Iowa City G.O. Bond 5700,000 Insurance During Construction $7,023 Iowa City HOME $623,467 Construction interest 566,034 (b) Iowa DED Iowa DED 5474,981 Appraisal and Title 510,000 (b) Amount: $474,981 ICHA Equity 8171,202 Enviommental 84,000 (b) Terms: 1.00% 20 FHLB AHP GRANT $190,000 Legal-Partnership Organizational 81,500 TOTAL .... .$.2_,.1._5.9_:6_.5_0__ Developer Fee 578,960 TOTAL PROJECT COSTS: $2,159,650 (c)lowa City HOME (c) Amount: $623,467 (c) Terms: 1.00% 20 Total Public = 51,098,448 Public/Unit + 557,813 (1) RENTAL INCOME BEDROOM SIZE NO. GROSS UTILITY NET NET MO, RENT ALLWNCE. MO. RENT ANNUAL 1 BEDROOM 8 $446 566 5380 $36,480 2 BEDROOM 4 5574 585 8489 $23,472 3 BEDROOM .............. 7_ ....... $..7.9__6. .................8__1.0._5. ........~_6.9_.1....~_.5.8.;C)_.4.4_. TOTAL 19 5117,996 GREATER IOWA CITY HOUSING FELLOWSHIP Eastdale Plan, Suite 25B January 8, 2001 Present: C. Eastham, M. McCue, F. Ejiwale, K. Hanick, P. Levm, L. Benishek, G. Berry, T. Klingenberg, P. Santangelo, D. Robinson, M. Dennis, Staff, T. McMurray, Attorney PRESENTATION OF ICE CONFERENCE Since we didn't have a quorum at the beginning of the meeting, we started with a report from T. McMurray about the conference that he atteaded in Albuquerque, on our behalf, sponsored by the Institute for Community Economics, a non-profit located in Massachusetts. The other members of the Board arrived shortly after we ~tarted. The conference was on Commtmity Land Trusts and was hosted by the Sawnull Community in Albuquerque. Tom told us that there are many types of Community Land Trusts, created for a variety of purposes. Our resale lease provisions were more favorable to the homeowner than any he heard about. We had discussion about whether we should change our lease provisions for resale. Some groups have a person on staff who facilitates the mortgage arrangements for the buyers. We had a short discussion about homebuyer education. M. Dennis said that so far our homebuyers have been quite knowledgeable. They are asked to have an attorney review the lease agreemeat with them. T. McMurray suggested that we consider joining the Institute. He has additional information that he is willing to share on request. CONSENT CALENDAR Since we now had a quorum, the Consent Calendar, which included reports from both December and January, was submitted. The December meeting was cancelled because of the severe weather. D. Jackson nmde the motion, seconded by K. Hanick that the Consent Calendar be adopted. The motion carried. STAFF REPORT FIF-14 We don't have the terms of the loan from Firstar yet. HF-16 We did receive the grant from the Local Housing Assistance Program for the thr~ Lone Trea houses. CITY OF IOWA CITY APPLICATION FOR THE HOME/CDBG FUNDS A motion was made by K. Hanick, s~ayach~d by L. Benishek to authoriz~ an application for HOME fimds to buy a lot for the student built home for next school year. The motion carried. D. Jackson abstained because of his position with the Homebuilders Association. The motion was made by K. Hanick, seconded by L. Benishek that a resolution be prepared to authorize and submit applications to the City of Iowa City and the Iowa Department of Economic Development for funds to build 19 units of affordable rental housing as part of the P~ninsula development, with reference to a planned Limited Partnership. M. Dennis and C. Eastham described the proposed plan to us and showed us a map of the first phase. (See Staff report) The apartment building plan was increased to twelve units rather than nine. The terms of a Limited Parmership aren't developed at this time. We would apply for all the outside funds. The Housing Authonty would contribute $171,000; The City is considering issuing bonds. At some point the Linuted Parmership would be dissolved; the Housing Authority would own and manage the accessible one-bedroom apartments; Greater Iowa City Housing Fellowship would own and manage the 7 other umts. All would be rental units and be rented at HUD Fair Market Rent rates. CDBG and HONE FUNDZNG REQUEST lijf LTg Project Name: Foxboro Ridae Type of Project: New Construction of 100% accessible affordable rental housinc~ for persons with disabilities and the elderly. GENER4L INFORI~fA }TON 1. Lead Applicant Name Foxboro Ridc]e Limited Partnership Applicant Address P.O. Box 1226; 319 E. Washinc~ton 5t., #1 1:~ Iowa City, IA 52244 Contact Person Rober~ P. Burns, Burns & Burns, L.C. Title F4anaaer Phone Number 319-338-7600 Fax Number 319-337-2430 E-mail Address burns@avBIon.net Federal Tax Zdentification Number: 42-1~83~48 2. Secondary Applicant (if applicable) Applicant Address Contact Person Title Phone Number Fax Number E-mail Address 3. Type of Applicant (cl~eck one): __ Community Housing Development Organization Private non-profit organization X Private for-profit, individual or partnership applicant __ Public Organization 4. Amount of Funds Requested HOME $ grant $ 275,000 loan CDBG $ grant $ loan SUB-TOTAL $ grant $ 275,000 loan TOTAL REqUEStS 275,000 5. Provide a brief description of the proposed project (please limit response to ~his space). Foxboro Ridge will provide 30 units of 100% accessible, affordable rental housing for disabled households and elderly households in a diverse neighborhood of housing types, incomes, and services. The housing will encourage and support tenants in achieving their highest degree of independence by assisting in the provision of on- site support services. The project will include a large fi~rnishcd community room, a common serving kitchen, an exercise room, bulk storage closets, a support services oft~ce, laundry on each floor, washer/dryer hookups in each unit, a secured entrance, an emergency call system, and otber amenities that will promote the health and happiness of tenants. The project will be built on an in~ll lot in a well established neighborhood and does not require the extension 2 of City water and sewer. All units will be leased to households with incomes below 60% MFI and at least 40% Of the units will be leased to households with incomes below 50% MFI. With the City HOME loan of $275,000 the project will be able to leverage an additional $2,579,896. Iowa City HOME funds represent 9.6% of the total project costs. SECTION 1 - Need I Priority 6. 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. This project is needed to help fill the gap that continues to exist for accessible affordable rental housing for persons with disabilities and the elderly. This project will provide 30 units of quality accessible affordable housing that will be available to persons age 55 and older and persons with a disability. One hundred percent of the units will be rented to households with incomes at or below 60% of the area median income and nil units will have rents at the HUD Fair Market Rent Level. Heather MacDonald, Chair of the Urban and Regional Planning Department at The University of Iowa and author of Assessing Iowa's Housing Needs: An evaluation of housing policy at the turn of the century, indicated, in a summary given to Bums & Bums, L.C., that Johnson County DHS provided services to 1,134 persons with chronic or sever mental illness and 353 persons with mental retardation or developmental disabilities. Many of these individuals have extremely low incomes and according to Ms. MacDonald, they have some of the most acute housing needs of any group. Ms. MacDonald further indicated that, "Access'to safe, decent affordable housing enables people with disabilities to live independently in communities. Iowa City's high housing prices, tight rental market and shortage of physically accessible units, suggest that the housing needs of people with either mental or physical disabilities are amongst the most urgent housing-related problems to address in the community." The majority of persons with disabilities in Johnson County are grouped into the category of small tenter households and their housing needs are not specifically identified in the City Steps 2001-2006 Consolidated Plan. The housing needs of small tenter households are of a high priority level according to the City Steps. This project will provide 30 additional accessible affordable housing units to the Iowa City housing stock, more than any other recently constructed or proposed project, with the exception of Concord Terrace and Lexington Place, the first two phases of this planned development, which also consisted of 100% accessible units. This project is also needed in the community because it will offer support services in conjunction with affordable housing. A support service office will be incorporated into the building and Mercy Home Health and Successful Living will be providing on-site services to the tenants. Some of the services will be made available at no charge to the tenant and others at a reduced cost. On page 20 of the City Steps 2001-2006, the increasing need for housing with supportive services is identified due to the relocation of persons with disabilities to Iowa City. The City Steps 2001-2006 (page 21) furlher shows that there are 639 elderly households in Iowa City that are in need of supportive services. This project, Foxboro Ridge, will offer on-site supportive services for persons with disabilities and the elderly. The City Steps 2001-2006 (pages 14-15), also indicates that there 433 elderly tenters in Iowa City with incomes less than 50% of the area median income. Additionally, of that population, 350 of them are cost burdened, indicating that additional affordable elderly rental housing is needed in Iowa City. A market study conducted in August of 2000 by Rick E Lewis, an independent market analyst, indicated that an additional 80 units per year of low income senior housing would need to be added to the Iowa City area housing stock just to accommodate population growth. A total of 470 low income senior housing units over the next three years will be needed to meet the demand generated from population growth and from seniors relocating to the market area. The Maxfield Housing Market Analysis and Demand Estimates for the City of Iowa City recommends 325 independent senior housing units be developed by 2005. In December 1997 it was also estimated by the Maxfield report that an additional 185 subsidized/affordable senior housing uuits would be denlanded through the year 2000. Now that we are in the year 2001 we can look back and see that we continue to fail to meet the housing needs of low income seniors, since only 66 affordable senior housing units have been added to the Iowa City housing stock. Even with the addition of the two affordable senior housing developments that are planned to be completed in 2002, the City will still be short of its year 2000 demand more than two years later. 3 In the City Steps 1995-2000 it was estimated that an additional 425 units were needed to accommodate cost burdened elderly tenters. During that same time period, 1995-2000, the City did not see the construction of 425 affordable senior housing units, indicating that a substantial gap remains. Finally, City Steps 2001-2006, page 28,indicates that plans for 423 of the 475 senior-specific units that were indicated at being needed by the Maxfield study have been approved by the City since 1998 and that all of the units are under construction and will be leasing in 2001-2002. According to the City, 120 of the 423 approved senior- specific units are the units that Bums & Bums, LC. would like to build in the Walden Hills Subdivision. Concord Terrace, the first phase of 30 units, was recently completed and Lexington Place, the second phase of 30 units is under construction and will be completed later this year. However, Foxboro Ridge and Emerson Point have yet to be funded and construction has not begun on those units. If Foxboro Ridge and Emerson Point are not funded and able to complete construction, then the City will not bc meeting 89% of the senior housing need as indicated on page 29 of City Steps. Instead, the City will be meeting only 76% of the housing needs for seniors in our community and that is if all of the other 303 units are built as well. To date, less than half of the 423 units that were expected to bc operating by next year have been built. In other words, City Steps assumes construction of Foxboro Ridge and Emerson Point. 7. Describe how the proposed project addresses the prioritiest strategies and goals cited in the CZTY STEPS Plan and the Maxfield Housing Market Analysis. (P/ease specify the one most applicable priority need and priority need level, as shown on pages 91-97 in CITY STEPS) In Table IV.2 of City Steps, the City estimates that $1,500,000 in federal funds will be allocated to the City for 125 units &new rental housing construction between FY2001 and FY2006. This project will provide 30 units, or 24%, while only requesting 18.33% of the $1,500,000. The strategic plan of City Steps calls for the production of 200 units of new construction of affordable rental housing between FY2001 and FY2006. This project will provide 15% of the total production for this period. Paragraph IV.D. 1. of the strategic plan of City Steps includes the need to provide housing and supportive services to persons who are elderly and frail elderly and persons with disabilities. The plan defines housing and supportive services may include chore services, in-home support services, case management, education, dependent care, job training and employment services, mental health services, and other types of housing and services designed to develop independence and self sufficiency (financial counseling, nutritional counseling, assessment and intervention, congregate meals, services to prevent early or unnecessary institutionalization). Support services will be provided directly by the applicant or through coordinated efforts of the applicant, Successful Living and Mercy Home Health, both of which have made written commitments to support and serve the project. The project will include a support service office that will provide tenants with more convenient access to services. Successful Living and Mercy Home Health will hold regular office hours at the project site. The Maxfield Housing Market Analysis and Demand Estimates for the City of Iowa 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, which would include housing for persons with disabilities, 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. Small Renter Households / Cost Burden > 50% High (income 0-30% and 31-50%) Priority Need (One most applicable) Priority Need Level (Hight Medium or Low) The project is also needed because it will address the need for housing for elderly cost burdened households, which is designated at a medium priority need level for the Iowa City community. Additionally, this project will help address accessibility needs, which is also designated as a high priority need. Foxboro Ridge will be 100% accessible, which means that not only will persons with current disabilities be able to fully enjoy quality affordable independent living, but also all tenants, as they age in place, will be able to access all of the units and the common areas. The need for affordable accessible housing for persons with disabilities is great Heather MacDonald, Chair of the Urban 4 and Regional Planning DoparUnent at The University of Iowa and author of Assessing lowa's Housing Needs: An evaluation of housing policy at the turn of the century, indicated in a statement given to Burns & Burns, L.C., that the housing needs of people with disabilities are amongst the most urgent housing-related problems to address in the Iowa City community. The following is list of additional priorities that will be addressed and their priority ranking. City STEPS PrioriPc Ne~xt Priority Need Level (High, Medium, Low) 1. Renter/Small/Cost Burden >30% 1. High (income 0-30% MF1) 2. Renter/Small/Cost Burden > 30% 2. High (income 31-50% MFI) 3. Renter/Small/Overcrowded 3. High (income 0-30% MF1) 4. Homeless Needs/Permanent Housing 4. High (individuals) a. New construction 30 units rental housing for persons with disabilities and the elderly 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/Small/Overcrowded 5. Medium (income 31-50% MFI) 6. Renter/Elderly/Cost Burden >30% 6. Medium (income 0-30% MFI) 7. Renter/Elderly/Cost Burden >30% 7. Medium (income 31-50% MFI) 8. Renter/Elderly/Cost Burden >30% 8. Medium (incomes 51-80% MFI) 9. Renter/Elderly/Cost Burden >50% 9. Medium (income 0-30% MFI) 10. Renter/Elderly/Cost Burden >50% 10. Medium (income 31-50% MF1) l 1. Renter/Elderly/Cost Burden >50% 11. Medium (incomes 51-80% MFI) 12. Renter/Elderly/Overcrowded 12. Medium (income 0-30% MFI) 13. Renter/Elderly/Overcrowded 13. Medium (income 31-50% MFI) 15. Renter/Elderly/Overcrowded 15. Low (incomes 51-80% MFI) 16. Handicapped Services 16. Medium a. Provision of support services that include financial and nutritional counseling to assist residents with achieving self-sufficiency, healthful living, and in maintaining their housing. b. New construction of housing with common areas designed to accommodate services for persons with disabilities and the elderly. 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 intereom to each unit. c. Central mail delivery area off conversation lobby to encourage interaction of residents and to monitor pickup. d. On site office for site manager to identify individual needs of residents. 17. Accessibility Needs 17. High a. All 30 units are 100% accessible new construction rental housing for persons with disabilities and the elderly. 18. Senior Services 18. Medium a. See the provisions listed under Priority 16. 19 Homeless Prevention a. Through the provision of financial counseling this project will assist low-income households in maintaining and retaining their existing housing. 5 SECTION 2 -Leveraoina Resources 8. Zf a loan* is requested, please indicate the applicable loan terms: Rate Year~ 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) ~ AI/loan terms are subject to negotiat/on and/or modification by t~e HCDC or C/b/stal~. 9. Zn the space below, please provide the proposed sources and uses of funds for the project. Znclude all funding requested for the proposed project to be completed (e.g. infrastructureimprovements). Where poss/ble please prov/de third party documentation for project costs. PROJECT USES COST THIRD PARTY DOCUMENTATI-ON Construction 1,877,680 (Moore Const. Co. Construction Management) Construction Contingency 25,000 (Moore Const. Co. Construction Management) Architectural/Engineering 95,134 (Burus; K. Moser; Van Winkle Jacob) Third Party Inspection/Davis-Bacon Compliance 11,892 (Van Winkle Jacob Engineering) Surveying/Platting/Environmental 12,150 (MMS Consultants & VanWinkle Jacob Engineering) Construction Interest 90,448 (Hills Bank & Trust Co.) Construction loan fee 22,839 (Hills Bank &Trust Co.) Permanent loan fee 4,200 (Hills Bank &Trust Co.) Real Estate Legal 10,000 (Left, Haupert, Traw & Willman, LLP) Legal/Partnership 10,000 (Morain, Burlingame & Pugh, P.L.C.) Acc6unting Cost Certification/Audit 19,750 (RSM McGladrey, Inc.) Tax Credit Fees 23,897 (Iowa Finance Authority) Reproductions Plans and Specs. 8,000 (Technigraphics, Inc.) Market Study 10,000 (Rick E. Lewis, MBMAnalyst) Site &Development Appraisals 5,000 (Cook Appraisal Commercial Valuation Research) Property Taxes during Construction 5,000 (City Assessor) Land 238,500 (Southgate Development Inc.) Organizational 500 (Morain, Burlingame & Pugh, P.L.C.) Developer Fee/Overhead 321,325 (NCSHA, IFA, IDED Guidelines) Initial O&M 63,581 (National Management Corporation & IFA) Total Uses $2,854,896 PROJECT SOURCES IDED-HOME Loan 700,000 (Application Due June 2001) City of Iowa City HOME Loan 275,000 (This Application) Hills Bank &Trust Co, 210,000 (Commitment dated January 18, 2001)* Equity from Affordable Housing Tax Credit 1,647,057 (Commitment dated January 18, 2001 )* Hills Bank and Trust Co./Waived loan fee 22,839 (Commitment dated January 18,2001)* Total Sources $2,854,896 * Commitment letters available upon request. 10. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds Amount of Funding Requested Iowa City CDBG or HOME Funding (public) $275,000 State of Iowa HONE (public) $700,000 Iowa Finance Authority (IFA)- non-I THTCs (public) City of Iowa City o Tax Increment Financing (public) $ City of Iowa City - Tax Abatement or Exemption (public) $ IFA -- Low Income Housing Tax Credits (public) $:!.,647,057 Other Public Resources (public) Applicant Contribution of Equity (private) $ Private Lender Financing (private) $210,000 Private Foundation(s) (private) Volunteer Labor and/or In-kind Donations (private) $See paragraph 12c. Other Private Resources (private) $22,839 Amount of Private Funds $ 232,839 (a) Amount of Public Funds $2,622,057 (b) TOTAL PRO3ECT FUNDING $ 2,854,896 (c) (sum of lines a and b) Number of Bedrooms 32 (d) Number of Publicly Assisted Bedrooms 32 (e) Persons Assisted (# of bedrooms x 1.5) 48 (f) Requested PUblic Subsidy Per Bedroom __.$81,939.28' (line b divided by line d) Total Cost per Bedroom $89,215.50' (line c divided by line d) Total Public Cost per Person $54,626.19' (line b divided by line f) Total Cost per Person $59,477.00 (line c divided by line f) There will be $9,166.67 of Iowa City HOME funds per unit and these funds, representing only 9.6% of total project costs, will leverage an additional $2,579,896. * See explanation on level of public subsidy in response to question # 16 If the purpose of breaking down cost per person is to compare projects, the application is ekewed in favor of large family units to the detriment and exclusion of siuglc person households such as persons with disabilities and elderly. 11. 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 $ 12. Zf partial funds are awarded, will the project/program continue? Yes__ No. X Zf Yest at what level? a. 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. For every dollar less of City HOME funds, the applicant will lose $3 in State HOME funds from Iowa Department of Economic Development (IDED). State funding sources are expecting local communities to lead the way and the ability to secure State funds depends on the City's identified commitment in the form of local funding. An application for Low Income Housing Tax Credits (LIHTC) will be made to the Iowa Finance Authority in the spring of 2001. Permanent financing and construction financing has been committed by the Hills Bank & Trust Company. The construction loan origination fee will be waived by the Hills Baxdi. b. The project leverages human resources by providing affordable housing in conjunction with supportive services. Attached to this application are letters form local support service providers, Successful Living and Mercy Home Health, that have made a commitment to provide services on-site to tenants of this project. Arrangements are being made for some services to be delivered free of charge to the tenants and others at a reduced fee. A variety of services will be offered, which may include support groups, budget development and management, chore services, wellness clinics, nutritional and financial counseling, medicalion management, personal care services, pastoral services, life skills development, resource coordination, and others. Utilization of support services will be voluntary. It is the hope of the applicant the support service providers that tenants who need supportive services will have greater access to seri/ices since the support service providers will hold regular office hours at the on-site support service office. We anticipate that increased access to services will lead to greater utilization of services and hence healthier and happier independent living for the tenants of Foxboro Ridge. c. It is difficult to quantify the value of free services and donated time, but with the assistance of independent qualified professionals (support service providers and realtors) we have estimated the value of donated labor and facility space, over the affordability period of the project, to be in excess of $1.3 million dollars ($5,040 annual minimum value of donated labor and $21,856 annual value of donated space). Without HOME funds from the City of Iowa City both the addition of increased access to support services and affordable housing to the community will be lost. 13. Program regulations require a 25% match for HOME fundincl only. Describe how your organization or the proposed project will help the City of Zowa City meet this match requirement for local HOME funds. if the proposed project is requesting HOI4E funds from the State of iowa please describe how the orofect 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 One source of match is provided. Hills Bank & Trust Company has agreed to waive the normal 1% loan origination fee for construction financing. This will provide $22,839 in eligible match. The Iowa Department of Economic Development has banked match sufficient to make up for State match. With the City HOME loan of $275,000 the project will be able to leverage an additional $2,579,896. SECTION 3 -- Feasibility 14. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any ~rofect agreement for the use of CDBGIHOI~fE fundine. Date Description of Activity July 1, 2001 Beginning of City Fiscal Year and Project Start Date Current Status Site properly zoned and ready for development April-June 2001 Apply for Low Income Housing Tax Credits from Iowa Finance Authority April-June 2001 Apply for State HOME loan from Iowa Department of Economic Development August 2001 Award &tax credits and HOME funds August 2001 Issue Notice to Proceed with construction August 2001 First construction draw; begin expenditure of HOME funds September 2002 Complete construction; certificate of occupancy September 2002 Permanent financing put in place September 2002 Pay off construction loan; complete expenditure of HOME funds September 2002 Begin move-in of residents September 2002 Complete HOME regulatory con~pliance documentation and LIHTC project cost certification 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). The project will expand affordable rental housing by constructing thirty new, accessible dwelling units for disabled households and elderly households with rents at the HUD Fair Market Rents (FMR). Without the use of rental assistance, the 28 one-bedroom project rents (including utility allowance) 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 (including utility allowance) are affordable to a two person household at 52% MFI and to a three person household at 46% MFI. Percentage of MFI are based on 2000 income limits. The proposed rents will benefit households at an even lower MFI when 2001 income limits are released. 3.6. TO help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGIHObIE 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. Long term affordability will be maintained for 20 years under the Iowa Department of Economic Development (IDED) and City HOME program. An additional affordability commitment will be made by the applicant for 50 years under the federal Low Income Housing Tax Credit program that is administered by the Iowa Finance Authority. This project rents will never be higher than the HUD Fair Market Rents during the HOME compliance period. The one bedroom rents for this project are currently more thal~ $130 less than the average market rents in Iowa City and affordable to one person households at 47% of the area median income without the use of rental assistance. The level of public subsidy is needed because this project will provide accessible affordable housing to the persons with disabilities and the elderly. Therefore, this project will consist of mostly one-bedroom units. The Fair Market Rents that can be charged on three and four bedroom units that arc typical of family projects are significantly higher than the FMR for a one-bedroom uniL 'H~c construction cost of additional bedrooms increases at a rate that is significantly smaller than the rate at which the FMR increases. When you build a family project the increase in cost per bedroom decreases as bedrooms are added because you do not have to add additional kitchens and bathrooms per unit, which are quite expensive. Additionally, affordable housing for persons with disabilities and the elderly requires the addition of an elevator, common space, specially designed 100% accessible units, and a sprinkler system, all of 9 which add to the per unit cost of the project. Therefore, family projects, with more bedrooms, a smaller total cost per bedroom, and higher rents, can suppoa a higher monthly debt service from a larger privat~ market loan. 17. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. Construction Loan Commitment in place January 18, 2001 Waived Loan Fee Commitment in place January 18,2001 Permanent Loan Commitment in place January 18,2001 City HOME Application pending; Anticipated Award April 2001 State HOME Application Due June 2001; Anticipated Award August 2001 LIHTC Application Due June 2001; Anticipated Award August 2001 LIHTC Equity Conunitment in place January 18, 2001 All funding sources needed to complete the project are not secured. The State funding sources are expecting local communities to lead the way and the ability to secure State funds depends on the City's identified commitment in the form of local funding. The City HOME funds are a necessary first component. Without City HOME funds additional State funds cannot be leveraged. IDED specifically sets aside State HOME funds for projects using low income housing tax credits. NOTE TO HCDC: REVIEW A TT, zqCHED PROFORMA AS PART OF THE FEASIBILITY SECTION SECTION 4- IrnoactlBenefit to the Community 18. In the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. The project will involve the new construction of 28 one bedroom units and 2 two bedroom units in a three story building with an elevator. All 30 units will be assisted with public funds. The project will be 100% accessible to persons with disabilities and will include such amenities as a limited access entrance, large storage areas for each unit, an on-site support service office, a large fumished community room, a common serving kitchen adjoining the community room, accessible laundry facilities on each floor, washer/dryer hookups in each unit, an emergency call system, an on-site manager's office, a salon, an exemise room, library, game lounge, and a gazebo. The building will be the third phase of a planned four phase project already approved unanimously by the Planning and Zoning Commission and City Council. The four phases will include a total of 120 units and will offer a smaller community environment within a diverse neighborhood that is close to services such as Fareway grocery store, Hartig pharmacy, University of Iowa Cormnunity Credit Union, restaurants, churches, and medical offices. 19. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of low-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. Diversity will be achieved through the Planned Area Development Plan that has been approved by the City Council for the 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 other phases of 30 anits each), single fmnily (46 units), four-plexes (44 units), six- plexes (12 units), three-plcx (3 units), cight-plex (8 units) and duplexes (16 units). Most of Walden Hills has already 10 been constructed. The housing developed in this census tract is extremely diversified, including some of the most expensive homes in the Iowa City area as well as affordable narrow lot, more economically priced, single' family homes. Furthermore, diversity will be achieved through integration of households with varying incomes and abilities into the Walden Hills Subdivision. Priority for all vacant units will be provided to households with 0-30% median family income (MFI). If all applicants with incomes 0-30% of MF1 have been served then applicants with income 30-60% of MFI will be offered the vacant units. The census tract that includes the Walden Hills Subdivision had approximately 74% (3108 of 4213 households) low to moderate income households. However, since 1989 when these numbers were gathered, this census tract has seen a large increase in the number of owner occupied large single family homes and a significant increase new construction in general. This census tract now includes such areas as the Walnut Ridge Subdivision, where the homes are in excess of half a million dollars. It seems reasonable to assume that this census tract has become more income diversified over the last decade. 20. On the map provided, please show the location of the proposed project. Please see the attached map. 21.. Also, please indicate the number of persons or households that will benefit from the proposed project by income category rsee attached table forlocallncome Guidelines). Circle Persons or Households Number between 0 - 30% median income 30 persons or households Number between 31 - 50% median income persons or households (b) Number between 51 - 80% median income persons or households (c) Number between 80 - 100% median income persons or households (d) Number over 100% median income persons or households (e) TOTAL 30 Persons or Households (f) Percent LMI 1.00% (lines (a+b+c) divided by line f) Priority for all vacant units will be provided to households with 0-30% median family income (MFI). If all applicants with incomes 0-30% of MFI have been served then applicants with income 30-60% of MFI will be offered the vacant units. 22. AS accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards {e.g. units to be rehabilitated}. Outcome data and key elements: 1. Provide decent, safe and sanitary housing. 7. Provide senior services. 2. Provide affordable rental housing. 3. Eliminate cost burden of ; 8. Provide for accessibility needs of elderly and - small renter households handicapped. - elderly households 4. Eliminate overcrowding of: 9. Provide affordable housing in a diverse - small renter households neighborhood. - elderly households 5. Assist homeless seeking permanent housing. 10. Encourage persons with disabilities and elderly to achieve highest degree of self-sufficiency. 6. Provide handicapped services. 11. Provide independent living to allow residents to age in place. 11 12. Aggressively pursue funding for affordable housing 14. Ensure that suitable undeveloped land is zoned for from federal, state, and private sources to higher densities(CitySTEPSstrategy) supplement City efforts. (City STEPS strategy) 13. Utilize Low Income Housing Tax Credits for 15. Pursue infill development of non-conforming lots development of affordable housing units (City (City STEPS strategy) STEPS strategy) 16. Meet all National Objectives of the HOME program. 23. Please discuss how these outcome data will be met by the proposed project. How the outcome data will bc met: (the numbers correspond to the obicctivc number above in question I. New construction of 28 one bedroom and 9. The housing is located in Walden Hills Subdivision 2 two bedroom dwelling units that will contain 249 dwelling units of diverse housing types and income levels. 2. Rents at HUD fair market reut. 10. All dwelling units are handicapped accessible and common areas are designed for support services. Provision of support services. 3. Priority for vacant units to households with 0-30% 11. Residents will find the need to use support services median family income (MF1); without rental offered in common areas. 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 12. Project combines four other sources of financing, conversion. federal, state and private, that leverages $9.38 for every $1 of City funds. 5. Priority for vacant units to homeless moving from 13. Low Income Housing Tax Credits will be applied transitional housing. for in spring 2001. 6. New construction of conunon areas designed to 14. Walden Hills Subdivision was rezoned from RS-5 to accommodate services for persons with disabilities. OPDH-8 with diverse housing types. Commitment of services from Successful Living and Mercy Home Health. 7. New construction of common areas designed to 15. Walden Hills Subdivision developed 40 acres of accommodate services for persons with disabilities infill, marginal agricultural land. and the elde~y. Support Services will be offered on site and support service agreements will be made with Successful Living and Mercy Home Health. 8. All 30 dwelling units are accessible. 16 a. HOME objective - Safe and decent affordable hoasing. Project - new construction, 30 dwelling units for persons with disabilities and the elderly at FMR. b. HOME objective - must benefit persons/households below 80% median family income (MFI) Project - all units will be leased to households below 60% MEI. c. HOME objective - 90% of HOME assisted units nmst 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% MEI. 100% of unils leased to households below 60% MFI. 12 SECTION S -- CaoacitylHistory of the A licant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July Z to June 30) Fiscal Year Funds Received Budgeted Amount Amount Expended (to date) FY99 (3uly 1998 - 3une 1999) FY00 (3uly 1999 - 3une 2000) $275,000 $275,000 FYO1 (3uly 2000 - 3une 2001) $275,000 $0' * Phase II is under construction, on schedule, and in regulatory compliance. All prior projects have been completed and are in regulatory compliance. 25. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes ....× No . If "NO" please explain. 26. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. Ownership and management is based in Iowa City at the office of the general partner, Bums & Bums, L.C., by Robert P. Bums, member/manager and Jesse D. Bums, member. They have developed 1,316 units of affordable housing, 244 in Johnson County and currently manage and own 1,046 units, 203 in Johnson County. Robert P. Bums 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 Bums & Bums represent two generations, one with over 20 years experience in affordable housing and the other with youthful dedication to carry on well into the future. Bums & Bums has developed 41 affordable housing projects using multiple sources of financing and each one has been completed on time and within budget. Robert P. Bums has been invited to speak on housing issues by the Iowa Legislature and Iowa Department of Economic Development. Robert P. Bums is a member of the Govemor's Housing Tax Force. Costs are documented, support service commitments are in place and the project is ready to proceed. Additionally, Alaina Welsh, staff at Bums & Bums, L.C., has experience in addressing the special needs of persons with disabilities and the elderly. Financial commitments have been received in writing from the following sources for the terms and mounts shown: *1. $210,000 loan, 9%, 15 yr. term, 25 yr. amort. Hills Bank & Trust Company January 18, 2001. *2. $22,839 waived loan fee from Hills Bank & Trust Company January 18, 2001. *3. $1,647,057 LIHTC Equity January 18, 2001. *4. 2,283,917 construction loan Hills Bank & Trust Company January 18, 2001 * Commitment letters available upon request. The award of City HOME funds will document local support that is required in applications for Low Income Housing Tax Credits and State HOME funds that will be submitted in the spring of 2001. City HOME funds would be the catalyst for other financing. Proforma Spread Sheet FY02 CDBG and HOME Rental Housing Projects 2002 2003 2004 2005 2006 2007 20M 2009 2010 2011 2012 2013 Line Deacrlptio. Symbols YR1 YR2 YRS YR4 YR5 YR6 YR7 YR8 YR9 YRIO YR11 YR12 I GrossRentlllncome +G. RENT 144,012 147,810 150,766 153,782 158,857 159,995 163,194 166,458 ),788 173,183 176,647 180,180 2 Other Income + O. INCOME 2,440 2,489 2,563 2,640 2,720 2,801 2,885 2,072 1,061 3,153 3,247 3,345 3 Tenant Contributions + T. CONTRB. 0 O 0 0 0 O 0 0 0 0 0 0 4 Gross R evehues = G. INCOME 147,352 150,299 153,330 156,422 159,577 162,796 166,080 109,430 !,848 176,330 179,894 183,525 5 Vacancy Loss -VAC (8,095) (8,869) (9,046) (9,227) (9,411) (9,600) (9,792) (9,988) ),187] (10,391: (10,599: (10,211] Operating Expenses 11 Misc, Operating Expenses* 31,007 31,937 32,895 33.882 34,899 35,945 37,024 38,135 ),279 40,457 41,671 42,~21 12 Reserves** 6,000 6,120 6,242 0,367 6,495 0,624 6,757 8,892 7,030 7.171 7,314 7,460 13 Total Operating Expenses - OPR, EXP. 92,302 94,924 97,622 100,397 103,253 106,102 109,215 112,326 5,527 118,821 122,210 125,637 10 D.bt s.,~c. (s.c~d mo~g-9.> IPA 0 0 0 0 0 0 ;;:~;0; 0 0 0 0 0 15,1 Debt Service (third mortgage) IDED 8,000 8,000 8,000 8,000 8,000 8,000 8,000 8,000 8,000 8,000 I 8,000 8,000 18(b) EquitylnvestmentlnProject 1,647,057 1.647,057 1.847,057 1,6:~;~ 1.647.057 1,647,057 1,647,057 1,647.057 7.057 1,647.057 1,647,057 1,647,057 Cash-on-Cash ROI C~FF Equity Investment in Project Lin;10 Symbols YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR0 YRIO YR11 YR12 Cash Flow CF 6,594 6,745 6,900 7,036 7,150 7,242 7,354 7,372 7,362 7,323 7,255: ; Depreciation Expenses - DEPR (gl.501) (91,501) (91,501) (91,501} (91,501) (91,501) (9 (91,501) 1,501} (91,501] (91,501) (91,501} 22 Amortizatio~n of Fees - AMORTZ 0 0 0 0 0 0 0 0 0 0 0 0 24 Reserves + RESERVES 0.000 8.120 6,242 6.367 6,495 84.,66~J 6.757 6,892 7.030 7.171 7.314 7,460 25 Earnings (Loss} Before Taxes = EBTx (67,664) (67,084) (66,475) (85,861t (05,239) (6 (63.971) (63,321} 2,6581 (61,980: (61,285] (00,570] 26 xTsx Rate (35% or 0%) x RATE 35,00% 35.00% 35.00% 35.00% 35.00% 35.00% 35.00% 35.00% 5.00% 35.00% 35.00% 35.00% (SAVINGS) Cash Flow ABet Tax 29 Tu Inc,Jrsed (Tax Saved) - TAX (+ SAV) 23,682 23,479 23,266 23.051 22.834 22,613 22,390 22.162 1,930 21.593 21.450 21,200 , 3t o,,, p,o, ^,,, T,, 30.276 30.2 4 30.167 30.0,7 29.984 29. 55 29,701 29.517 2g. 0; 34 Net Sale Proceeds + NSP 0 O 0 0 0 0 0 01 0 0: 0 0 35 :NCPA x 239.682 239.8.0 =..773 239.590 239.462 239.307 2014 2015 2016 2017 2018 2019 2020 2021 YR13 YR14 YR15 YR16 YR17 YR18 YRlO YR20 183,783 187,459 191,208 195,032 198,933 202,912 206.970 211,109 ~ 0.40%[ 039% 037% 0.35% 0,33% (9L5010~ (9~ ,50~ (9 (el .501 (91501) (91,501) (91,50~) (91,50~) (59,832) (59,069) (58,275) (57,448) (56,582) (55,8731 (54,715) (53,702) o o o o o o o o ~ o o o o o o o V::~ o o o o o January 19, 2001 M ............ , Bums & Bums, L.C, General Pamer We were excited to hear about yo~ pl~ to build affordhie rent~ ho~mg with to develop ~ additional 60 ~its of 100% accessible housing ~at will ~ ~geted to very with disabilities in the Iowa City c~m munity [ow-income penons ~th disabilities ~d the elderly will be a tremendous ~set t0 ~e project site ~d ~11 offer a va~eW of se~i:es that ~11 assist tenets in a:~eving ~eir ' ' independent fives Success~l Living ~ 14 Ok~k gt Io~ O~, I~ 5 ~ 045 / PROJECT · --,-'.- SITE \\, \ \ \ I=~ !~"="= ....I="'1 ] FY02 CITY OF IOWA CITY CDBG and HOME FUNDING REQUEST HOUSING F,NO..II=CT.g liV Project Name: Student Built House Type of Project: Lot AcQuisition GENEI~4L ]NFORI~IA TZON Lead Applicant Name Greater :iowa City Housin~l Fellowshil~ Applicant Address 1700 S. First Avenue, Suite 25B Contact Person Maryann Dennis Title Executive Director Phone Number 358-92:~2 Fax Number 358-0053 E-rnail Address ~lichf@avalon.net Federal Tax :identification Number: 42-~362~,32 2. Secondary Applicant (if applicable) N/A Applicant Address Contact Person Title Phone Number Fax Number E-mail Address 3. Type of Applicant (check one): X Community Housing Development Organization __ Private non-profit organization __ Private for-profit, individual or partnership applicant __ Public Organization 4. Amount of Funds Requested HOME $ grant $ 30,000 loan CDBG $ grant $ loan SUB-TOTAL $ grant $ loan TOTAL REqUEStS 3(~,OOO 5. Provide a brief description of the prepesed project (please limit response to this space). City of Iowa City HOf4E funds will be used to acquire a lot to be used for the Student Built House. Greater Iowa City Housing Fellowship (GICHF) has provided the land for the Iowa City School District Vocational Training Council to construct a three-bedroom home to be used in GICHF's Community Land Trust (affordable home ownership) program for the last three years. Other Community Partners in this project include the Home Builders Association of Iowa City, the Iowa City School District and local lenders. The Home Builders act as the Contractor, and the School District provides instruction to high school students to learn the building trades. GICHF provides the land and enters into a Home Construction Agreement to purchase the house upon completion. GICHF then sells the house to a low- income qualified buyer. 2 SECTION 1 - Need lPrioritv 6. 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. The Maxfield Study states that "iowa City and 3ohnson will continue to enjoy rapid growth, and hence, the vast majority of the demand for additional housing in the iowa City Urban Area will come from household growth." The area will grow by approximately 5,000 from 2000-2010. Each of these additional households represents an additional housing unit that will be needed to accommodate this growth. According to City STEPS, affordable housing is a primary concern for Iowa City. There were 877 houses sold in iowa City dudng 2000. The average price was $3.49,916. In order to afford an average priced house, a household would need an annual income of $53,240. These income figures show it is very difficult for households with incomes between 60-80% AN[ to purchase a home. There is a strong interest in and need for programs designed to assist low-income households with home ownership. The Maxfield Study found a need for an additional 288 single family, owner-occupied houses for the years 1998-2000 and a need for an additional 1,439 units for years 2000-2010. This pro3ect will offer the opportunity for a low-income household to become a homeowner at an affordable price. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CZTY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need leve/~ as shown on pages 92-97 in CZTY STEPS) City b i ~PS recommends the production of 400 single-family owner occupied housing from 200-2005. An annual goal of the five-year City STEPS plan is to produce 50 units of affordable owner-occupied housing (p. 94). The Maxfield Study found a need for an additional 288 single family, owner-occupied houses for the years 1998-2000 and a need for an additional 1,439 units for years 2000-2010 (p. 156). Owner-occuoied households in the 51-80% AM1 that are cost burdened at more than 30% Medium Priority Need Priority Need Level (High, Medium or Low) SECT]ON 2 --LeveraainQ Resources 3 8. if a loan* is requested, please indicate the applicable loan terms: Rate Years Principal and interest (amortized loan) Principal and no interest (amortized loan) 0 Principal and a balloon payment Conditional Occupancy Loan (future repayment) 0 Declining Balance Lien (forgiven over time) 0 20 Other: (explain) * A///oan terms are subject to negotiation and/or modification by the HCDC or C/ty staff, 9. Zn the space below, please provide the proposed sources and uses of funds for the project. Znclude all funding requested for the proposed project to be completed (e.g. infrastructure improvements ). Where possib/e p/ease provide third party documentation for project costs. Source Use Amount City of Zowa City HONE Lot acquisition $ 29,000 _ ~ City of Iowa City HOME Settlement fees 1,000 d Local Lender _ Construction financing 99,750 _. ~ TOTAL $129,750 ; tq' 4 10. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds Amount of Funding Requested Iowa City CDBG or HOME Funding (public) $ 30,000 State of Iowa HOME (public) $ Iowa Finance Authority (IRA)- non-LIHTCs (public) $ City of Iowa City ~ Tax Increment Financing (public) $ City of Iowa City - Tax Abatement or Exemption (public) $ [FA -- Low Income Housing Tax Credits (public) $ Other Public Resources (public) $ Applicant Contribution of Equity (private) $ Private Lender Financing (private) $ 99,750 Private Foundation(s) (private) $ Volunteer Labor and/or In-kind Donations (private) Other Private Resources (private) $ Amount of Private Funds $ 99,750 (a) Amount of Public Funds $ 30,000 (b) TOTAL PRO.1ECT FUNDTNG $ 129,750 (c) (sum of lines a and b) Number of Bedrooms 3 (d) Number of Publicly Assisted Bedrooms 0 (e) Persons Assisted (# of bedrooms x 1.5) 5 (f) Requested Public Subsidy Per Bedroom 10,000 (line b divided by line d) Total Cost per Bedroom 43,250 (line c divided by line d) Total Public Cost per Person 6,000 (line b divided by line f) Total Cost per Person 29,950 (line c divided by line f') 11. Does the proposed project pay proparty taxes? Yes X No Tf 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 $ 12, Tf partial funds are awarded, will the project/program continue? Yes__ No X Zf yes, at what level? 5 13. Program regulations require a 25% match for HOME fundina only. Describe how your organization or the proposed project will help the City of Zowa City meet this match requirement for local HOME funds. if the proposed project is requesting HOI~fE funds from the State of iowa please describe how the uroiect will meet this matching requ/~ement without the use of City funds. Local HOME Funds Requested $ 30,000 x .25 = $ 7,500 Local Match State HOME Funds Requested $ x .20 = $ State Match · $3,300 Legal, abstracting and appraisal fee reduction and Realtor Commission donations · $4,200 Past G]ECHF rental housing projects have generated eligible match (through property tax exemptions) well in excess of the required 25%. This request proposes to use match funds generated from other GICHF projects. 6 SECTION 3 -- Feasibility 14. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: Zf funded, this schedule will be used for any ~rofect aclreement for the use of CDBGIHOP!E fundinQ. Date Description of Activity · July 1, 2001 Beginning of City Fiscal Year and Project Start Date · July 2001 Enter into funding agreement with City of Iowa City · August 2001 Enter into Home Construction Agreement with Iowa City Vocational Training Council · August 2001 Land Acquisition · August 2001 Begin Construction · March, 2002 Sign Listing Agreement (begin marketing house) · Nay 2002 G[GHF to purchase house from Home Builders Association · Nay 2002 G][CHF to sell house to income-qualified buyer 15. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Zowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). This project increases the availability of an affordable owner-occupied house to a low-income household. The structure of the Community Land Trust Program ensures affordability over time with a 99 year, renewable Ground Lease. Many working families in :iowa City qualify for private mortgages within the range of $95,000 - $105,000. There are very few houses on the market in this price range. This project provides the opportunity for a low-income household to enter the housing market with affordable housing costs. 16. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGIHOI~IE program requirements) or permanent affordability; and, show how the project will provide for affordable housing at rental rates lower than those in the existing rental market. This proposal is for owner occupied housing, not rental housing. The Student Built House will be sold at a target price of under $105,000, well under current market rates for newly constructed homes and land. GICHF will enter into a 99 year Ground Lease with the buyer of the improvements. GTCHF charges a $20/month land lease fee. Retaining the ownership of the land enables GICHF to lower the cost of the house for the buyer, and effectively removes the land from the speculative market. GICHF as a non-profit landowner ensures the affordability of the house over time. 17. Are all funding sources needed to complete the project secured (subject to written verification)? Zf not, please describe below the time frames for other funding awards. The private construction financing is not secured. The Student Built House has a long, successful history of over 25 years in our community. Local private lenders share in (rotate) the construction loans. NOTE TO NCDC: REVIEW ATTACHED PROFORMA AS PART OF THE FEASIBIZZ'I'K SECTZON N/A SECTION 4 - impact I Benefit to the Community Zn the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. Type of Project: New construction Number of Units: 1 Number of Units Assisted with Public Funds: 1 19. An objective of the City of Zowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of low-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhoed. This project will serve a low-income household, with an annual income under 80% AMI. The location of the lot is not known at this time. Lots will be selected based on the price, the covenants and restrictions of the sub-division (i.e. required size and materials), and location. The Homebuilders Association and School District will be consulted regarding the lot prior to any acquisition. The type of house to be built will also depend on the lot. Over the past three years, this partnership has constructed one two-stop/house and two ranch style homes. All houses average 1,200 above ground square feet, a full, unfinished basement (egress window, roughed-in plumbing) and an attached garage. It is anticipated that the house this year will be of a similar size. A Community Land Trust (CLT) ensures that the houses "fit" into the neighborhoed and meet all sub-division requirements. The price of the house is reduced for the buyer because the CLT retains ownership of the land. Therefore, placing a CLT house in an established sub-division helps to contribute to a mixed-income neighborhood. 20, On the map provided, please show the location of the proposed project. The location of the lot is not known at this time. Lots are available according to the current MLS in Village Green and Apple Ridge within the price range of the proposed project. 21. Also, please indicate the number of persons or households that will benefit from the proposed project by income category (see attached table for local Zncome Guidelines ). Circle Persons or Households Number between 0 - 30% median income persons or households (a) Number between 31 - 50% median income persons or households (b) Number between 51 - 80% median income I household persons or households (c) Number between 80 - 100% median income persons or households (d) Number over 100% median income persons or households (e) TOTAL 1 household Persons or Households (f) 8 Percent LMT :LO0o/o (lines (a+b+c) divided by line 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). · Objective A: The project continues an exciting community partnership between the City, School District, the Home Builders, Local Lenders and a local non-profit · Objective B: The project will provide an affordable opportunity for a low-income household to purchase a home · Objective C: The project encourages a mixed-income neighborhood by placing an affordable owner-occupied unit in a market rate neighborhoed. · Objective D: A non-profit landowner will ensure long-term affordability. · Objective E: The project offers persons with low-incomes the opportunity to participate in the decision-making processes of a CHDO. · Objective F: GTCHF has the capacity to complete the project within the proposed time line. 23. Please discuss how these outcome data will be met by the proposed project. · Objective A: All community partners are prepared to sign Home Construction Agreement upon approval of HOME funds. · Objective B: The house will be placed on the market through the MLS. Prospective buyers will be provided technical assistance with loan applications, lease items, etc. · Objective C: Lot will be purchased from the private market in an established sub-division. · Objective D: Deed restrictions will be recorded on the land. · Objective E: CLT homeowners are eligible to serve as a Trustee or Committee Member of GZCHF. · Objective F: GZCHF is a well-established CHDO that has successfully completed past project. SECT]ON S -- Capacity IHistory of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year ]uly 1 to June 30) Fiscal Year Funds Received Budgeted Amount Amount Expertdeal (to date) FY99 (3uly 1998 - 3une 1999) $300,040 268,216 FY00 (3uly 1999 - 3une 2000) $281,609 $0 FY01 (3uly 2000 - 3une 2001) $25,550 $25,550 ~ 25. Zs the applicant (including partners, co-applicants, etc.) currenUy in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No . Zf "NO" please explain. 26. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. Since its beginning in :L990, GZCHF has received more than $7,900,000 in grants and loans to develop affordable housing. GZCHF currently owns and manages 8:L rental units, which house 263 very low-income people. Seventy-one very low-income households make up GICHF's eligible applicant pool. Vacancy rates for GICHF owned and managed units average 2% per year, GICHF has extensive experience in substantially rehabilitating existing properties. Additionally, G[CHF has produced 8 units of newly constructed duplex rental housing. As part of the 5eratoga Spdngs Limited Partnership, GZCHF constru~ed 16 townhouses currenUy used as affordable rental housing. Key personnel for the proposed project include: Nlaryann Dennis, LZSW, has been the Executive Director of GZCHF since 3anuary 1993. She has extensive experience in working with low-income f:amilies and the administration of federal and private funding sources. [vls. Dennis currently administers GZCHF'E CDBG, HONE, FHLB and ESGP contracts. Ms. Dennis is a certified Housing Development Finance Professional through the National Development Council. Patricia MacKay, Compliance Manager joined the GZCHF staff in September 199E~. 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 Towa City. rvls. MacKay's prestige and invaluable experience with Housing Quality Standards and low-income households greatly enhances the efficacy of GICHF. Ed C. "Butch" Seydel, Maintenance and Repair, joined the GICHF staff in 3une 1999. [vlr. Seydel has welt over 20 years of experience in the building trades and facility repair and maintenance. Teresa England, Administrative Assistant, joined GTCHF in May 2000. Ms. England successfully completed computer training through 3TPA in Knoxville, TN and brings exceptional organizational skills to GICHF. 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 GTCHF are audited, as per federal requirements each year. No significant findings have occurred as a result of the audits. This project continues GZCHF'E 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. Placement of a CLT house in a market rate neighborhood helps contribute to a mixed income neighborhood. The Board of Trustees serves as the governing body of G~CHF. The Trustees approved this application at their meeting of 3anuary 8, 2001. GICHF is a community based non-profit organization that was created by concerned citizens representing several Iocal congregations. The current membership of GZCHF includes 15 congregations and four local Human Services Agencies. GZCHF is an award winning organization and has received a Community Development Award from the City of ~owa City and the Governor's Volunteer Award from the State of Zowa. GREATER IOWA CITY HOUSING FELLOWSHIP Eastdale Plaza, Suite 25B January 8, 2001 Present: C. Eastham, M. McCue, F. Ejiwale, K. Hanick, P. Levin, L. Benishek, G. Berry, T. Klingenberg, P. Santangelo, D. Robinson, M. Dennis, Staff, T. McMurray, Attomey PRESENTATION OF ICE CONFERENCE Since we didn't have a quontm at the beginning of the meeting, we started with a report from T. McMurray about the conference that he attended in Albuquerque, on our behalf, sponsored by the Institute for Community Economics, a non-profit located in Massachusetts. The other members of the Board arrived shortly after we started. The conference was on Community Land Trusts and was hosted by the Sawmill Community in Albuquerque. Tom told us that there are many types of Community Land Trusts, created for a variety of purposes. Our resale lease provisions were more favorable to the homeowner than any he heard about. We had discussion about whether we should change our lease provisions for resale. Some groups have a person on staff who facilitates the mortgage arrangements for the buyers. We had a short discussion about homebuyer education. M. Dennis said that so far our homebuyers have been quite knowledgeable. They are asked to have an attomey review the lease agreement with them. T. McMurray suggested that we consider joining the Institute. He has additional information that he is willing to share on request. CONSENT CALENDAR Since we now had a quorum, the Consent Calendar, which included reports from both December and January, was submitted. The December meeting was cancelled because of the severe weather. D. Jackson made the motion, seconded by K. Hanick that the Consent Calendar be adopted. The motion carried. STAFF REPORT HF-14 We don't have the terms of the loan from Firstar yet. HF- 16 We did receive the grant from the Local Housing Assistance Program for the three Lone Tree houses. CITY OF IOWA CITY APPLICATION FOR THE HOME/CDBG FUNDS A motion was made by K. Hanick, seconded by L. Benishek to authorize an application for HOME funds to buy a lot for the student built home for next school year. The motion carried. D. Jackson abstained because of his position with the Homebuilders Association. The motion was made by K. Hanick, seconded by L. Benishek that a resolution be prepared to authorize and submit applications to the City of Iowa City and the Iowa Department of Economic Development for funds to build 19 units of affordable rental housing as part of the Peninsula development, with reference to a planned Limited Parmership. M. Dennis and C. Eastham described the proposed plan to us and showed us a map of the first phase. (See Staff report) The apartment building plan was increased to twelve units rather than nine. The terms of a Limited Parmership aren't developed at this time. We would apply for all the outside funds. The Housing Authority would contribute $171,000; The City is considering issuing bonds. At some point the Limited Parmership would be dissolved; the Housing Authority would own and manage the accessible one-bedroom apartments; Greater Iowa City Housing Fellowship would own and manage the 7 other units. All would be rental units and be rented at HUD Fair Market Rent rates. Project Name: Villatie Green Commons Type of Project: Affordable Family Housincl GENERAL INFORMATION ].. Le~d Applicant Name HDZ Limited Partnership #6$/MetrOPlains Develooment, LLC Applicant Address ].~00 Universi~ Ave., Suite 2].2, St. Paul, MN 55].04 Cont~c~ Person 3eanne Kelsev Title Development Coordinator Phone Number 65].-$23-].24]. Fax Number 65].-646-8947 E-mail Address ikelsev@metroDlains.com Federal Tax Zdentification Number: 4].-].g].Sg3S7 2. Secondary Applicant (if applicable) Applicant Address Cont~c~ Person Title Phone Number Fax Number E-mail Address 3. Type of Applicant (check one): __ Community Housing Development Organization __ Private non-profit organization X Private for-profit, individual or partnership applicant __ Public Organization 4. Amount of Funds Requested HOME $ grant $ 300,000 loan CDBG $ grant $ loan SUB-TOTAL $ grant $ loan TOTAL REQUEST $ 5. Provide a brief description of the proposed project (please limit response to this space). The proposed developmenL is for construction of 30 duplexs (Z5 buildings) all with three- bedrooms. Each home will have a combined living room, dinning room, full kitchen, single car garage, and 1-1/2 baths. Each home has approximately Z200 square feet of living space which accommodates living and sleeping areas on different levels. The proposed development will be a traditional neighborhood design wiLh garages in the back and entry of the home wiLh front porches. SECTION l - Need I Priority 6. 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. MD1 Limited Partnership #65 had a market study done for submission of Housing Tax Credits on August 8, 2000 by Prior and Associates. At that time a need of 1,649 units was estimated for years 2000-2002. The market study completed in January 1998 for Iowa City by Maxfield Research Inc., estimates a need for years :~998-2000 of 685 and years 2000-2005 of 1,090 this is total for Subsidized, Affordable and Market Rate. The Govemor's Housing Task force found the greatest need for housing in Iowa City was for family housing. Based on all three sources this proposed development would fill the need for affordable family housing in Iowa City. 7. Describe how the proposed project addresses the prioritiesf strategies and goals cited in the CZ'I'Y STEPS Plan and the Maxfield Housing Market Analysis. (Please speciry the one most applicable priority need and priority need level~ as shown on pages 9;1-97 in CiTY ~TEPS) Zowa City, through the commissioning of the Maxfield Research Study and CZTY STEPS has defined affordable rental large family housing as one of the communities most pressing needs. This development proposes to fill a portion of this gap with high quality affordable housing for families with children, who are or*ten experiencing rent overburden or overcrowding because of the lack of three bedroom rental units in the market. Maxfield Research's recommended housing development calls for the development of 435 affordable rental units from the year 2000 through 2005. This category is second only to the need for multi-family ownership units in this same time span. When coupled with the recommendations for 1998-2000 it is the most highly recommended category of housing development. (page Z76) The proposed development is designed to provide affordable housing to families with incomes at or below 60% of AM Z. All units will be affordable to person in this income category, and 15 of the units will be targeted to less than 50% AM I. All the rent ranges are significantly less than the average market rate rent for a three-bedroom 1.5 bath unit. These units contribute by expanding the market of quality affordable three bedroom units. The vacancy rate for moderate-income 3 bedroom units was 0% (source Maxfield Research, 3anuary 1998). The priority need in the City Steps from page 91 is High for Large Household renter with income less than 50% Area Median Zncome (AM Z) and medium for 51-80% AM I. Family HiQh Priority Need Priority Need Level (High, Medium or Low) SECTION 2-Leveraoino Resources 8. Zf a loan* is reauested, please indicate the aDolicable loan terms: Rat;¢ Ye,~r~ 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) X Other: (explain) 1% simple interest payments with a balloon Daymerit at the end of 30 years, Davment Out Of cashflow. 1°/9 30 * All loan terms are subject to negotiation and/or modification by the HCDC or City sta~ 9. Zn the space below, please provide the proposed sources and uses of funds for the project. Znclude all funding requested for the proposed project to be completed (e.g. infrastructure improvements). Where possib/e p/ease provide third party documentation for project costs. Village Green Commons MDI Limited Partnership #65 SOURCES AND USES OF FUNDS SOURCES First Mortgage $ 675.962 City HOME funds 300,000 State HOME 700,000 Partnership Investment 2,281,853 Deferred Developers Fee 4,161 TOTAL SOURCES $3.961.976 USES Land Acquisition 525,000 New Construction 2.550,000 Contingency 122,000 Architectural and Engineering 71,000 Intedm Costs 78,346 Financing fees and expenses 18,060 Related Costs 63.017 Syndication Costs 500 Developers Overhead 270,901 Developers Profit 150,000 Project Reserves 93,152 TOTAL USES $3.961.97~66 5 10. Please complete the table below showing the types and amounts of funding being requested for the proposed project, Funding ~ource and Type of Funds Amount of Funding Requested Zowa (:::i~ CDBG or HOME Funding (public) $300,000 State of Zowa HOME (public) $700,000 Zowa Finance Authorib/(ZFA)- non-l THTCs (public) CiL-y of Zowa City - Tax Zncrement Financing (public) City of Zowa Cit'y - Tax Abatement or Exemption (public) ZFA -- Low Zncome Housing Tax C:redits (public) Equity $2,281,853 Other Public Resources (public) Applicant Contribution of Equib/(privaLe) $ Private Lender Financing (private) $675,962 Private Foundation(s) (private) Volunteer Labor and/or Tn-kind DanaLions (private) Other Private Resources (private) Deferred Fee $4,161 Amount of Private Funds $ 680,123 (a) Amount of Public Funds $ 3,281,853 (b) TOTAL PRO3ECT FUNDING $ 3,961,976 (c) (sum of lines a and b) Number of Bedrooms 90 (d) Number of Publicly Assisted Bedrooms 90 (e) Persons Assisted (# of bedrooms x 1.5) 135 (f) Requested Public Subsidy Per Bedroom $36,465 (line b divided by line d) Total Cost per Bedroom $44,022 (line c divided by line d) Total Public Cost per Person $24,310 (line b divided by line F) Total Cost per Person $29,348 (line c divided by line f') 11. Does the proposed project pay property taxes? Yes X No __ if property taxes are not paid, does the proposed project make a Payment Zn Lieu of Taxes? Yes ~ No __ Zf "yes", what is the percent of full taxes paid? __% and amount paid $ 6 12. Tf partial funds are awarded, will the project/program continue? Yes X No __ Zf yes, at what level? It is possible that the project would continue with partial funding. If the project could be scaled beck or if the missing HOME funds could be replaced with another source of financing we would continue to pursue the development. The proposed concept outline for Housing Tax Credits awards points for community involvement. To maximize the scoring of Village Green Commons to be funded this next year we will need community participation. If neither were possible, MetroPlains Development will not pursue the proposed development. 13. 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 please describe how the Drofect will meet this matching requirement without the use of City funds. Local HOME Funds Requested $ 300,000 x .25 = $ 75,000 Local Match State HOME Funds Requested $ 700,000 x .20 = $ 140,000 State Match The match wilt be in the cost difference of what the land is appraised at and what we were able to purchase it for, in addition to the reduction in loan fees and interest costs from the benk under market conditions. SECTION 3 -- Feasibility 14. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: if funded, this schedule will be used for any project aareement for the use of CDBGIHOME fundino. Date DeSCriotion of Activity 3anuary 22, 2001 Application for City HOME Funds May 1, 2001 Award of City HOME Funds 3une 11, 2001 Application for LIHTC and State HOME Funds 3uly 1, 2001 Beginning of City Fiscal Year and Project Start Date August 1, 2001 Award of I_IHTC and State HOME Funds September 2001 Completion of Architectural Plans October 2001 Selection of General Contractor November 2001 Start Construction October 2002 Construction Complete/Initial Occupancy 15. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in lowa 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 mar.etrates . The following are the key goals of this development: 1. Develop new construction three bedroom rental units. 2. Develop and maintain these housing units as affordable housing for person with incomes between 50 and 60% for the long term. 3. Reduce the number rent overburdened households in Iowa City. 16. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGIHOk!E 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. Zn order to maximize our scoring on housing tax credit application we will elect the longest term for affordabfiity, minimum is 15 years. 17. Are all funding sources needed to complete the project secured (subject to written verification)? Zf not, please describe below the time frames for other funding awards. Yes all funding sources are needed tO complete the project. NOTE TO HCDC: REVIEW A TFACHED PROFOR/vIA AS PART OF THE FEASIBILITY SECTION SECTION 4 - Impact l Benefit to the Community :L8. in the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. The development is new construction of 30 duplex 3bedroom units (15 buildings). All units are assisted with public funds. 3.9. An objective of the City of Zowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of low-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. This development will target 40%, 50%, and 60% Area Median Incomes. Based upon the 1990 census 31.1% of the census tract is low-moderate income households. Zn the last couple of years new construction in the immediate area has occurred in the for-sale price range of $200,000+ homes. This development will promote diversity of by providing affordable rental housing in an area that is mostly owner-occupied upper level homes. 20. On the map provided, please show the location of the proposed project. 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 8 G~leline~ ), Circle Persons or Households Number between 0 - 30% median income persons or households (a) Number between 31 - 50% median income 15 persons or households (b) Number between 51 - 80% median income 15 persons or households (c) Number between 80 - 100% median income persons or households (d) Number over 100% median income persons or households (e) TOTAL 30 Persons or Households (f) Percent LM1 100o/o(lines (a+b+c) divided by line f) 22.As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). The following are the key goals of this development: 1. Develop new construction three bedroom rental units. 2. Develop and maintain these housing units as affordable housing for person with incomes between 50 and 60% for the long term, 3. Reduce the number rent overburdened households in Iowa City. 23. Please discuss how these outcome data will be met by the proposed project. These goals will be met in the following ways: 1. HONE funds will be utilized for the construction of new housing rather than rehabilitation of existing housing. 2. The use of HONE funds and housing tax credits assures that this goal will be met. Both programs provide funds for the express purpose of providing affordable housing to person with low and moderate incomes. 3. These units will provide new housing for currently rent overburden households as well as keeping additional households from becoming rent overburdened, This will be assured through income verifications required by the HONE and tax credit programs. SECTION S -- Ca~acitylHistorv of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year .luly 1 to .lune 30) FisCal Year Funds Received Budgeted Amount Amount Experttied (to date) F'(99 (July Z998 - June 1999) 0 0 FYO0 (July 1999 - June 2000) 0 0 FY0]. (July 2000 - June 2003,) 0 0 9 25. Zs the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No . Zf "NO" please explain. 26. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. MetroPlains Development is an experienced developer of affordable housing. The timeline and project costs outlined in this application are based upon 20 years of experience as well as recent experience with similar developments. The following financing commitment (letters will be provided upon request): 1. 1't Nortgage financing from US Bank. 2. Purchase of housing tax credits. The following sources of financing have not been committed because of the timing of application: · Housing Tax Credits and State Home Funds - Application due date is June 11, 2001 NetroPlains is applying to Iowa City for financing at this time so that upon receipt of housing tax credits and HONE funds the project will be ready to proceed with construction. ][n addition we need City participation in order to strengthen our application for Housing Tax Credits and HONE Funds. MetroPlains is a long-term owner of real-estate that is develops. NetroPlains continues to own and operate all but one of the projects that it has developed over the past 20 years. ][n addition to the development and ownership arms of NetroPlains, we have an affiliated management company that specializes in the management of affordable housing. Garsten/Perennial Management Corporation has two full time staff members dedicated to compliance with the various programs, including HONE, utilized to develop affordable housing. MetroPlains is able to provide references and detailed project information upon request. DUE 3anuarv 22, 2001 bv 12:00 noon - NO EXCEPTZONS City of Zowa City Department of P/ann/rig and Commun/b/ Deve/opment 410 E. Washington Street (319) 356-5230 stephen_long@iowa-city.org Page I of I - Site ~le://C :\WIN DOWS\TEM PMVlap .j pg 01 / 18/2001 Proforma Spread Sheet ~ , FY02 CDBG and HOME Rental Housing Projects Line Description Symbols YRI YR2 YR3 YR4 YR5 ~ YR6 YR7 YR8 YR9 YRq0 Revenues 3 Tenant Contributions ,T. Ca,emu~c~ S S $ S S - ~ $ - i S S 19 Cash -on- Cash ROI CF Line . YRI YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR9 I YRI0 Determininq Taxes $ 6 o~ oe 20 CaSh FJOW CF $ 7,35932 $ 992901 $ ~0,20371 $ 1044283 $ 10,64442 S 7,204 31$ 7284 55 $ 7.335.63 7,35595$ 7,34399 21 Depreciation Expenses *C)EPR $ 121,59360 $ 12159360 $ 121.593~O$ 12159360 $ 12159350 $ 121.59360 $ 12159360 $ ~21.59360 121.59360$ 12159360 22 Amortization of Fees -AMORTZ $ 18.56000 $ 1856000 $ 18,560.00$ 18,56000 $ 1856000 $ 18560C~ $ 1856000 $ 18560.00 18.5~O00 $ 1856000 23 Principal Payments ,P $ 4,64000 $ 5077 oo $ 5.55500 $ 6.079 Go $ 6652 Co $ 7278 co $ 7964 oo $ 8715 Co 9.536 Co $ 10435 oo 25 Earnings(Loss) Before Taxes ,EBTx $ (122,15428)$ (119,147591S (~18.39489) $ (117,63177)$ (115.85718)$ (11967129)$ (~1890502)$ (11610297 26 X Tax Rate (35% or 0%) xRATE 35% 35% 35% 35% 35% 35% 35% 35% 35% 35¶ 27 Taxincurred(Saved) =TAXot(Sev~ngs)$ (42,75400)$ (4170166)$ (41,43821) $(41,~7~12)$ (4090001)$ (4t.884~5) $ 1416~676)$ {41.33604} $ (41,04158/ $ (4073111 Cash Flow After Tax 28 CaSh Flow CF $ 7.35932 $ 9,929.01 $ 10J~03.71 $ 10,44283 $ 1064442 $ 720431 $ 728458 $ 733563 $ 7.35595 $ 7,343.99 30 Cash Flow After Tax =CFATx $ 50,11332 $ 54,63067 $ 51,64192 $ 51,61395 $ 5154443 $ 49,08926 $ 48,90133 $ 4867167 Line Total Benefit Analysis ~ 31 Cash Flow After Tax CFATx $ 50.11332 $ 5163067 $ 51,64192 $ 51,61395 S 51544 43 S 4908926 $ 489~1~33 $$ 48671 67 4~,39753 ~07510 32 Rehabilitation Tax Credit ,RTC $ $ S S S S - S 33 Low Income Housing Tax Credit +LIHTC $ 300,29t 00$ 30~.291 CO$ 300.291 CO$ 30~,291 0Q$ 300291 00 , $ 300291 00$ 3CO291 CO$ 30029100 300.291 00 300,291 34 Net Sale Proceeds +NSP S . S _ S . S . $ S S S S - 35 TotaI Beneffis After Tax(NCFAT) -NC/:ATx $ 350,40432 $ 351.92167 $ 351,93292$ 351, $ 351. $ 349.3~026 $ 349,19233$ 34~,96267 348,6&~53$ 348366 36 Return on Investment ROI 1536% 1542% 1542% 1531% 1530% 1529% 1528% 1527'~ I, IBUtL.D S · · IN , Genera] Con|r~c~or~ · P-O, ~ox 2~ · Fremen~, 830 So. Broad · Fmmont, NE 68025-~5 Ph, (~2) 727-5120 * FAX (402) 727-4140 W~S~G: ~.fauss.com E-mail: homeofficeefauss corn January 18, 2000 Jeanne Kelsey MetroPlains ,Development LLC 1600 University Avenue West Suite 212 St. Paul, MN 55104 Dear Jeanne, Based on our construction estimate for the duplex site in Iowa City, here is the anticipated total construction costs: Total Construction Costs: $2,550,000.00 Two million five hundred fifty thousand and no cents: (This number would not include infrastructure improvements such as City sanitary, City water, City storm, City street and curb, etc.) Per unit price: $85,000.00 _Eighty-five thousand dollars and no cents. Please let us know if you need any additional information. Thank you. Vice President R.L. Fauss Builders, Inc. PLAINS DEVELOPMENT LLC ,,, .... I · I _ I I '; ~x Site Information: :" Viiiage Green South/Pa~ Seven ~ ';'7-:: Lots 117-146 30 Duplex Units MDI kimited Paanership ~B5 p~__s Garage po~ch Porch Firs'{ Floor PI~AN INFORMATION: Unit Size: 1200 sq ft MDI Limited Partnership #65 Garage Size: 250 sq ft .eel1 ....................... iowa Second F~oor MDi Limited Partnership T'.j85 Iowa City, 10wa FY02 CITY OF IOWA CI JAN 2 2 20ol CDBG and HOME FUNDING REQUEST I-IOU..c,I'N~ i.,Nu./,, C'I'S Project Name: EIder Services Small Repair and Housinq Modification Proqram Type of Project: Housinq GENERAL INFORMATION 1. Lead Applicant Name EIder Services, Znc. Applicant Address 2947 Sierra Ct. SW, lowa City, 1A 52246 Contact Person Conhie Benton Wolfe __ Title Executive Director_ Phone Number 319-388-0515 FaxNumber319-388-0531 E-mail Address __cbwolfe@elderservicesiowa.com Federal Tax Identification Number: 42-:~146533 2. Secondary Applicant (if applicable) Applicant Address Contact Person Title Phone Number Fax Number E-mail Address 3. Type of Applicant (check one): __ Community Housing Development Organization X Private non-profit organization Private for-profit, individual or partnership applicant Public Organization 4. Amount of Funds Requested HOHE $ grant $ loan CDBG $ 50,000 grant $ loan SUB=TOTAL $ SO, O00 grant $ loan TOTAL REQUEST $ 5. Provide a brief description of the proposed project (p/ease limit response to this space). The proposed EIder Services, Znc. (EST) project modifies and makes repairs Lo homes of low-income people who are 62 or over and/or disabled, in order to make Lhe home environment safe for Lhem, and/or to modify the home to accommodate disability. Last year (FY2000) 39 out of 40 of the people that used the program had disabling conditions that impaired their ability to perform activities of daily living. Of these, 13 were 75 or older, 23 lived alone, and 23 were female heads of household. To date in FY2001, we have served 31 people all of whom were impaired, 18 over 75, 22 living alone and 20 female headed households. This is a flail and vulnerable population. Repairs include: electrical (e.g. replacing old wiring, repairing defective switches, fuse boxes, putting in safety lights), plumbing (e.g. rapfacing broken toilets and sub-flooring under them, installing high*rise toilets, repairing faucets, water lines, water heaters, backed up drains and sewer lines), general carpentry (e.g. replacing broken or torn flooring in the bathroom and kitchen, building or replacing steps/ramps and railings, replacing/repairing doors, windows, patching roofs and repairing sophits), concrete (replacements or repairs to eliminate trip hazards in steps or walks). Replacing of gutters and downspouts is a common request, as is work on the furnace or air-conditioner (critical for some people with poor health). W~ also complete larger projects involving handicapped accessible bathrooms and putting up ramps. People with lower incomes who live in older mobile homes and older housing stock require help with modifications to accommodate disability and repairs related to maintaining their safety. Last year, 14 of the 40 people served had incomes at or below 30% of Towa City's median income - an additional 14 had incomes at or below 40% and another 7 had incomes of at or below 50%. There were only 5 who had incomes over 50% of the median. Figures for FY 2001 are 13 at or below 30%, 6 at or below 40%, 9 at or below 50% and 3 above 50%. Page 114 of City Steps cites the fact that 14% of Iowa City's citizens 65 and older lived below the poverty level as of the 1990 census. Last year's project demonstrates their overwhelming need for assistance in order to remain in their homes. SECTXON ;Z - Need I Priodtv 6, 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. This project is needed because, as a government publication entitled "Current Population Reports" (P- 70, #19, USG Printing Office, 1990) notes, among older people, those with the most need often have the fewest resources. Many older people live in older homes where the cost of maintenance, not to mention accommodations for disability, can be prohibitive. Without that maintenance or modification for disabilities, they are not safe in their own homes. In question number 5, the income levels of people who used the program last fiscal year and the current fiscal year to date were detailed. The number falling at or below 30% of the median Iowa City income is striking. All but 5 and 3, respectively, of the rest fell between zt0 & 50% of that median. The people whom this program serves do not have resources necessary to keep their homes safe when the disabilities associated with age begin to accrue. On page 90 of City Steps, the elderly generally given a medium priority need while frail elderly are listed as a sub-population with a high priority need. Last year, lzt (35%) of our zl0 clients were 75 or older. 23 (57%) were classified frail (unable to perform two or more critical activities of daily living without help (e.g. bathing, toileting, dressing, eating) while another 8 (20%) had difficulty with one of these activities. To date in FY 2001 the figures are 18 (58%), :L2 (38%) and 11 (35%) respectively. Our proposal addresses the housing needs of this special population. The project is needed to insure that vulnerable people are kept safe in their own homes for as long as possible. It provides a critical supportive service to them that addresses accessibility, needs of the handicapped and smaller housing rehabilitation/repair needs. This fits with the objectives detailed on page 97. Because of the safety issues involved, "accessibility" seems to be the category that most closely fits what this program does. Tt is no stretch to say that very little separates the fully functioning elderly from the frail. They may be only a deferred repair away. 7. Describe how the proposed project addresses the priorities~ strategies and goals cited in the CZ'I'Y STEPS Plan and the Maxfield Housing Harket Analysis. (P/ease specify the one most applicable priority need and priority need level, as shown on pages 91-97 in CiTY STEPS) City Steps states (pg. 9z~)," rehabilitation and maintenance of housing stock is one of the most cost- effective and efficient means of insuring a safe, decent housing stock." City Steps also states that to "provide housing and supportive services to persons who are elderly and frail elderly" (pg. 97), which are rated as medium and high need sub-populations respectively, is a special need. The HUD table IV.1 listing indicates that owners at 0-30% of median income have a high level of need in all categories but overcrowding which is ranked low. Medium need levels exist for those financially better off in all areas but physical defects for those at 31-50%, ranked high, and overcrowding, low in both the 3]-50% and 51-80% groups. These are needs this project can address through reducing costs to owner occupants and modifications to accommodate physical defects. Accessibilib/ _High Priority Need Priority Need Level (High, Medium or Low) SECTION 2-Leveragina Resources 8. Zf a loan* is requested, please indicate the applicable loan terms: Rate Years Principal and interest (amortized loan) Principal and no interest (amortized loan) 0 Principal and a balloon payment Conditional Occupancy Loan (future repayment) 0 Declining Balance Lien (forgiven over time) 0 Other: (explain) * A///oan feints are sub/ect to negot/at/on and/or modification by the HCDC or City static 9. Zn the space below, please provide the proposed sources and uses of funds for the project. Znclude all funding requested for the proposed project to be completed (e.g. infrastructureimprovements). W~ere possib/e p/ease /~rovide t~ird party documentation for project costs. Funding for the project comes from designated donations, elderly waiver, the Senior Li~ing Program (Health Care Financing Administration) and client participation on a case by case basis. Owing to the nature of the project (housing repairs/modifications for low-income seniors and/or disabled) it will never be "completed". We accomplish what we can through the broadest utilization of resources for which a particular client might be eligible. :10. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding ~ource and Type of Funds Amount of Funding Requested Iowa City CDBG or HONE Funding (public) $ 50,000 State of Iowa HOME (public) Iowa Finance Authority ([FA)- non-L[HTCs (public) $ City of Iowa City - Tax Increment Financing (public) $ City of Iowa City - Tax Abatement or Exemption (public) $ [FA - Low 3Encome Housing Tax Credits (public) $ Other Public Resources (public) $ Applicant Contribution of Equity (private) $ Private Lender Financing (private) $ Private Foundation(s) (private) $ Volunteer Labor and/or In*kind Donations (private) $ Other Private Resources (private) $ 6,495 Amount of Private Funds $--6,495 (a) Amount of Public Funds $_50,000 (b) TOTAL PRO3ECT FUNDTNG $ _56,495 (c) (sum of lines a and b) Number of Bedrooms (d) Number of Publicly Assisted Bedrooms (e) Persons Assisted (# of bedrooms x 1.5) (f) Requested Public Subsidy Per Bedroom (line b divided by line d) Total Cost per Bedroom (line c divided by line d) Total Public Cost per Person (line b divided by line F) Total Cost per Person (line c divided by line f) 11, Does the proposed project pay property taxes? Yes __ No x Zf property taxes are not paid, does the proposed project make a Payment In Lieu of Taxes? Yes__ No _x Zf "yes", what is the percent of full taxes paid? __% and amount paid $ Z2. Zf partial funds are awarded, will the project/program continue? Yes No__ l:f yes, at what level? A reduced allocation will translate to fewer households served and/or less needed work accomplished for each household selected, 13. Program regulations require a 25% match for HOME funding only. Describe how your organization or the proposed project will help the City of Zowa 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 proiect will meet this matching requirement without the use of City funds. Local HOME Funds Requested $ x .25 = $ Local Hatch State HOME Funds Requested $ x .20 = $ State Match SECTION 3 -- Feasibility 14. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding), Please Note; If funded, this schedule will be used for any profact aclreement for the use of CDBGIHOI~IE fundinq, Date Description of Activity July :1, 2001 Beginning of City Fiscal Year and Project Start Date Advertising the program begins (/n the I/Vater B///, "The Involvement'and the 'Sen/or Center Post. '2 People apply, eligibility is determined, repairs are screened. -Construction consultant is contacted with proposed repairs to be completed and determines whether they relate to safety and/or maintenance and are not prohibitively expensive. *Either the Housing Repair staff at ESf, Gary Smith, or the Construction Consultant, 3ack McM ahon, will call contractors and consult with them about the work to be done, (These contractors are selected from the City~ Housing7 Rehabilitation list of approved people.) -Contractor submits a bid. After contractor bids are approved, the contractor schedules the work to fit their time constraints. The construction consultant oversees work that must meet the relevant codes. *Once the work is completed, a lien waiver and bill is submitted. ES]E pays the bill, and then bills CDBG. This cycle repeats itself until the funds are expended by 3une 30, 2002. :IS. 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). Since the object of this program is to maintain and modify the housing stock owned by low-income seniors, its applicability is somewhat self-evident. Individual goals, though, might be: 1. Repair and/or modify up to 70 homes for vulnerable elderly and/or people with disabilities 2. Contract with a consultant to oversee the work done to be sure it meets City code 3./dentiff/15 to 20 local contractors (using small and/or minority owned businesses where possible) from the bwa City Housing Rehabilitation list of approved contractors) who will undertake small projects related to safety, and larger projects related to housing modifications to accommodate disability 4. Complete three to four (depending on cost) larger projects like handicapped-accessible bathrooms or ramps 16. To help promote the effident use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGII-IOI~fE 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. Through minor repairs and modification low-income seniors in mobile homes and older housing stock can continue to stay in their current residence. Apart from the humanitarian benefit, they are not forced into the rental market themselves increasing demand and the affordability of housing for these individuals is maintained Z7. Are all funding sources needed to complete the project secured (subject to written verification)? If not, please describe below the time frames for other funding awards. Not all funding for the project is secured though hard figures are elusive owing to the nature of other funding sources. Some home modifications and repairs have in the past been done through designated donations and elderly waiver (state funding). [n FY2001 two projects currently in the planning stage will be completed utilizing grant funds and recipient contributions. One such project has already been completed. Also funding has recently become available through the Senior Living Program (Health Care Financing Administration funds administered through the State) for purchase of service that includes housing repair/modification for case management clients. As projects and eligible recipients are identified these funds will be utilized. NOTE TO HCDC: REVIEW A 7TACHED PROFOR/vIA AS PART OF THE FEASIBILITY SECTION SECTZON 4 - Zml act I Benefit to the Community 18. Zn the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. The project is a home repair and modification program primarily for owner occupied dwellings. Some modification assistance is also provided to tenters though certainly in minimal numbers. The emphasis is on repairs and modification related to the safely of recipients or for maintenance that if left undone would lead to rapid and appreciable deterioration of the home. 19. An objective of the City of Zowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of low-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. As mentioned, the target population is low-income individuals 62 or older and/or disabled. By keeping these individuals in their current residence we promote the stated goal. Low-income seniors are not forced to leave the middle and upper-middle class neighborhoods in which many of their homes are located. Neighborhoods maintain their diversity in regards to age and also race, when minority seniors are assisted. 20. On the map provided, please show the location of the proposed project. 2:L. Also, please indicate the number of persons or households that will benefit from the proposed project by income category (see attached tab/e for/or.a/income Guidefines). Circle Persons or Households Number between 0 - 30% median income 30 persons or households (a) Number between 31 - 50% median income 30 persons or households (b) Number between 51 - 80% median income 10 persons or households (c) Number between 80 - 100% median income persons or households (d) Number over 100% median income persons or households (e) TOTAL 70 Persons or Households (f) Percent LHZ (lines (a+b+c) divided by line f) 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Outcome data indicates 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 homes longer than other people of the same age who do not. We examined two groups of elderly using the program: one was 85 years of age and older and the second was between 75 and 84. The first group, those 85 and older, are clearly at the most risk for losing their ability to remain independent. The second tends to have some limitation in their abilities to perform ordinary activities of daily living. The people in that group also tend to have lower incomes than do younger elderly. The combination of those two factors make them likely to need help with home modifications and repairs. Two years ago we concluded a study where we tracked 99 people who were 85 or older for a period of six years. Seven went into nursing homes during that time. 20 died in their own homes and 3 were "lost" (we don't know what happened to them). A census of the four nursing homes in Iowa City (Iowa City Rehab, Greenwood Nanor, Lantern Park and Oaknoll's nursing wing) indicates that in any given 12 month period they admit, on average, 95 patients 85 years or older. There were, according to the last census, 479 people in Iowa City who were 85 or older. Therefore, the odds are approximately one in five that people 85 and Older in Iowa City will enter a nursing home in any given year. Table One in the appendix shows that in no single year did the percentage of people 85 or older in our study group of 99 people have to go to a nursing home even approach 20% (one in five). The probability of this low a percentage occurring by chance is less than one percent. The people in the 75 to 84 year old category normally enter a nursing home about a third as often as those 85 and older. For every three people 85+ admitted, only one person 75 - 84 is admitted. We had 126 people aged 75 to 84 use the program during the study period. Of this group oT: 126, 2.38% were admitted to a nursing home, as opposed to the seven percent one would expect. While this difference is not as significant as that for the older group, the odds for this occurring by chance are between 5% and 10%. When the two groups are examined together, the effect 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 years and older group than in the 75 - 84 year old group. The program works best for its oldest clients, which fits nicely into the C1TY STEPS concern with the frail elderly. We recognize that if these clients are in the housing repair program, they are likely to be using other services which greatly enhance their ability to remain independent. However, the point we were trying to make with the study is that without the critical component related to keeping the environment safe, these people would be greatly at risk even if they were receiving other services. 23. Please discuss how these outcome data will be met by the proposed project. While no new local studies of outcomes related to home repair have been completed since the study cited, it is our firm belief that home repairs have become an even more critical component of the formula to keep frail, older citizens independent as long as possible in iowa City. In general, the housing stock is older and more in need of upkeep. Also, elders are being maintained in the home environment even longer with the advent of more comprehensive case management services in our area. SECTION 5 -- Ca acit7 I History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (C/b/fiscal year July 2 to June 30) Fiscal Year Funds Received Budgeted Amount Amount Expertdeal (to date] FY99 (July 1998 - June 1999) $28,000 $28,000 FYO0 (July 1999 - June 2000) $28,000 $28,830 FY01 (July 2000 - June 2001) $25,000 $13,712 25. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes x No __. If "NO" please explain. 26. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. ESI has successfully administered the housing repair program for eleven years. Many of the recipients and potential recipients of services are familiar with EIder Services or have received other services from us. ESI has social work staff routinely visiting frail clients in their homes who can identi~ potential recipients and repair/modification needs and assist with the application process. ESI staff and our Construction Consultant are also very familiar with many of the individual contractors who are needed to accomplish the small repairs and housin9 modifications that enable our flail clients to remain in their homes. This cadre of qualified and trustworthy contractors makes the program viable and our experience with these craftsmen and women is reassurin9 to clients who need this assistance but feel vulnerable in selecting the right contractor. To continue to provide and even expand this service to the community is well within the mission and competencies of EIder Services, Inc. DUE 3anuary 22, 200Z by 12:00 noon - NO EXCEPTIONS City of Iowa C/ty Department of Planning and Community Deve/opment 410 E. Washington Street (31g) 356-5230 I. :,;, r, ,~:.l?~, ?-/ /2 ,~':.,, ,: ; APPENDIX TABLE ONE PERCENTAGE OF ESA HOUSTNG REPAIR CLIENTS 85 & OLDER AT HOME, DECEASED AT HOME, OR IN A NURSING HOME Fiscal #85+ still living Died Entered a Percentage Year at home At home Nursing Home FY9] 40 33 5 2 5% FY93 20 14 4 2 10% FY94 23 18 5 0 0% FY95 22 16 5 1 4% FY96 13 10 1 2 15% FY97 15 15 0 0 0% X2= 8.45, p < .01 TABLE TWO PERCENTAGE OF ESA HOUSTNG REPAZR CLTENTS 75 - 84 AT HOHE, DECEASED AT HOME, OR TN A NURSZNG HOME Fiscal #75-84 still living Died Entered a Percentage YEAR Years old at home At home Nursing Home FY91 26 22 4 0 0% FY93 21 20 1 0 0% FY94 50 48 1 1 2% FY95 34 32 1 1 3% FY96 27 26 0 0 0% FY97 19 18 0 1 5% X2 = 3.05, p. < .10, > .05 FY02 CFFY OF IOWA C.17'Y CDBG end HONE FUNDING REQUEST HOUSING PROJECTS Project Name: Habitat for Humanity Site Purchase Type of Project: Land Acquisition GENERAL INFORHA TION 1. Lead Applicant Name Iowa Valley Habitat for Humanity Applicant Address 2701 Rochester Avenue, Iowa City, Contact Person Nancy Stensvaag (home:338-0524)Title Executive DireCtor Phone Number (319~337-8949 (IVHFH answering machine) Fax Number none E-mail Address nstensvaag@juno.com Federal Tax Identification Number: 2. Secondary Applicant (if applicable) Applicant Address Contact Person Title Phone Number Fax Number E-mail Address 3. Type of Applicant (check one): ~ Community Housing Development Organization X Private non-profit organization __ Private for-profit, individual or partnership applicant ~ Public Organization 4. Amount of Funds Requested HOME $ 75,000 grant $ loan CDBG $ grant $ loan SUB-TOTAL $ grant $ loan TOTAL REQUESTS 75,000 5. Provide a brief description of the proposed project (please limit response to this space). Iowa Valley Habitat for Humanity (HFH) plans to purchase and develop three residential lots in Iowa City. An affordable, low cost single-family unit wi[I be constructed on each these lots largely by volunteers and the families selected for home ownership. The target families will have incomes between 31-50% of Iowa City median income. 2 SECTION - Need l Priorit 6. 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. According to the Johnson County Capacity Assessment 1999-2000 completed by United Way of Johnson County and Johnson County Council of Governments, iowa City has some of the highest average home prices in the state of iowa (p. 4). In 1999, the average selling price of a home was $131,796. This is a 19% increase from 1994. The working poor, elderly, and families in the iowa City area struggle to find adequate, affordable housing in this very competitive housing market. Subsidized rental housing is often the only viable option for most low-income households. There is an acute shortage of affordable home ownership options in Iowa City. According to C~TY STEPS, a home valued at $50,000 is approximately the maximum price households earning between 31 and 50% of the Iowa City median income are able to afford (p.55). Only 3% percent of all homes in iowa City are valued at less than $50,000 when bought on the conventional market. HFH is unique in that the organization holds mortgages, charges no interest to home recipients, and is able to set the length of mortgages (usually set between 15 and 20 years). Because of these unique characteristics, even HFH house mortgages valued at slightly more than $50,000 are affordable to households earning between 31 and 50% of the iowa City median income. In addition to being affordable, these houses are solidly constructed, safe, well insulated, and efficient. These homes are sized for the family, providing simple but adequate space for privacy rooms and for Common rooms. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis. ('Please specify the pne most applicable priority need and priority need' level, as shown on pages 91-97 in CiTY STEPS) I. Owner Occupied Housing Medium Pdority Need Priority Need Level (High, Medium or Low) II. Accessibility Needs High Priority Need Priority Need Level (High, Medium or Low) III. Energy Efficiency Improvements Medium Priority Need Priority Need Level (High, Medium or Low) 3 Owner Occupied Housing According to the CITY STEPS Plan, affordable (cost burden of less than 30% of household income), owner-occupied housing has a medium priority need level. City Steps notes that, ~One barrier to producing new, affordable housing units is the cost of developable land. Because of this there have not been many 'assisted' housing units being built," (p. 93). The Housing Market Analysis prepared by Maxfield Research Inc., noted that in 1997 there were approximately 4,165 households in the Iowa City area within HFH's target population - households with incomes between 31 and 50% of City's median income. However, over the last four years, only 200 homes have sold for less than $50,000 (the approximate maximum price affordable for the target population). Furthermore, demand for affordable housing by households earning between 31 and 50% of the median income is expected to rise by an additional 575 households by 2010. HFH's proposal would expand the housing options available to low-income households and help to meet the projected demand for affordable housing. Zowa Valley HFH will help achieve the City's goal of reducing barriers to affordable housing by working with volunteers, donors, agencies, churches, and businesses to build permanent, simple, safe, energy efficient, owner-occupied homes for families earning between 31 and 50% of the iowa City median income. The proposed housing units wil[ meet City and State building codes. Additionally, the project proposed by HFH will add to the permanent pool of affordable, owner-occupied housing in the iowa City area because the organization uses current mortgage payments to fund future houses. TI. Accessibility Needs Accessibility needs of individuals with special needs was identified in City Steps as a high level priority need. Towa Valley HFH builds homes based on the individual needs of individuaI famfiies. When iowa Valley HFH chooses a recipient family where a member has special needs, the home is built to meet the needs of that individual. To date, l'owa Valley HFH has built homes for two families where parents had physical limitations and one home for a family with a child with severe physical limitations. [TT. Energy Efficiency Improvements City Steps identified energy efficiency improvements as a medium level priority need. Because all Iowa Valley HFH homes are built with energy efficient principles in mind, the proposed project would help to address this need. SECTION 2-Levera(iin~i Resources 8. Zf a loan* is requested, please indicate the applicable loan terms: I~te Years 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) All loan terms are subject to negotiation and/or modification by the HCDC or City staff. 9. In the space below, please provide the proposed sources and uses of funds for the project. include all funding requested for the proposed project to be completed (e.g. infrastructureimprovements). W~erepossiblep/easeprovidethirdparty documentation for project costs. HFH is requesting HOME Funding from the City of Iowa City HOME Funding. HFH plans to use these funds to acquire three lots on which houses will be built. Sources of Funding Uses of Funding HOHE Fund!~g $75,O00 for the purchase of three lots ~ 10. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds Amount of Funding Requested Iowa City CDBG or HOME Funding (public) $75,000 State of Iowa HONE (public) $0 Iowa Finance Authority (IFA)- non-LIHTCs (public) $0 City of Iowa City - Tax Increment Financing (public) $0 City of Iowa City - Tax Abatement or Exemption (public) $0 IFA -- Low Income Housing Tax Credits (public) $0 Other Public Resources (public) $0 Applicant Contribution of Equity (private) $ 7,500 -- (250 hrs x $:[0/hr x 3 families) (Every adult family must work 250 hours on their own or another HFH house before moving into their own home). Private Lender Financing (private) $0 Private Foundation(s) (private) $0 Volunteer Labor and/or In-kind Donations (private) $36,000 = (600 hrs x $20/hr x 3 houses) Other Private Resources (private) $:[20,000 (cash donations for 3 houses) $ 12,000(gift-in-kind:$4000x3 houses) 5 Amount of Private Funds $175.500 (a) Amount of Public Funds $ 75,000 (b) TOTAL PRO3ECT FUNDZNG $250.500 (c) (sum of lines a and b) Number of Bedrooms 2-5 per house (based on family size) (d) Number of Publicly Assisted Bedrooms 0 * (e) · HFH will use the grant to purchase land. HOME funds will not be used to construct the houses. Persons Assisted (# of bedrooms x 1.5) 2-8+ ** (f) · * HFH is willing to accept fam///es/ar~ler than eight members. Homes are built according7 to family need. The number of bedrooms in each house is based on family size. Requested Public Subsidy Per Bedroom between $12,500 [$(75,000/3 units)/2 bedrooms] and $5,O00[($75,000/3 units)/5 bedrooms] (line b divided line d) Total Cost per Bedroom between $41,750 f($250,500/3 units)/2 bedrooms] and $16,700 [($252,500/3units)/5bedroomsl (line c divided by line d) Total Public Cost per Person between $12,500 [$(75,000/3 units)/2 residents] and $3,125 [($75.000/3 units)/8 residentsl (line b divided by line t') Total Cost per Person between $41,750 [($250,500/3 units)/2 residents] and $10,437.S0 [($250,500/3 units)/8 residents] (line c divided by line f) 11. 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 ~ Zf 'yes", what is the percent of full taxes paid? __% and amount paid $ 12. If partial funds are awarded, will the project/program continue? Yes X No__ If yes, at what level? While Iowa Valley HFH will continue to build homes where there is a need for affordable housing, the land costs in Iowa City may prohibit the organization from building homes in Iowa City. Iowa Valley HFH may be forced to build homes in areas surrounding Iowa City area. While this may seem like a logical alternative to families unable to afford homes within Iowa City, the financial savings realized from lower housing costs in towns surrounding Iowa City are often times off-set by costs related to commuting and higher household reliance on automobiles, Additionally, the ability of Iowa Valley HFH to provide opportunities for affordable home ownership will be enhanced with funding from HOIvlE Funding. Any additional funding allows the iowa Valley HFH to build more affordable homes. 6 13. Program regulaUons require a 25% match for HOME funding only. Describe how your organizaUon 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 HOHE funds from the State of iowa please describe how the Drofect will meet this matching requirement without the use of City funds. Local HOME Funds Requested $75,000 x .25 = $18,750 Local Match State HOME Funds Requested $ x .20 = $ State Match This match will be met with: APPLICANT CONTRIBUTION OF EQUITY - Homeowners sweat equity: $7,500(@ $2,500/unit x 3 units) PRIVATE LENDER FINANCING - Cash Contributions: $120,000 (@ $40,000/unit x 3 units) VOLUNTEER LABOR Donation of Professional Services $36,000 (@ $12,000/unit x 3 units) Electridan 75 hours HVAC 75 hours ' Plumbing 50 hours General Contractor 200 hours Other construction professionals 200 hours Total professional volunteered labor 600 hours x $20/hour = $:L2,000 x 3 houses = $36,000 PRIVATE RESOURCES - Gifts in kind (e.g. donations of materials: $12,000 (@ $4,000/unit x 3 units) SECTION 3 -- Feasibility 14. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: if funded, this schedule will be used for any project agreement for the use of CDBGIHOHE funding. D~te Description of Activity ]uly 1, 2001 Beginning of City Fiscal Year and Project Start Date Present - Fall ZOO:[ The Iowa Valley Habitat for Humanity's Family 5election Committee will identify prospective homeowners (Partner Families) Fall 2001 Identi~ lots for purchase Partner families begin working on their preliminary sweat equity volunteer hours. July 200:[ - June 2002 Purchase three lots. Note: Our intention is to have one to three sites purchased and to begin construction in 2001. All construction is expected to be completed by the end of 2002 - well within the 5 year HONE Fund 15. Briefly describe the project goals for providing or assisting in the preservaUon or expansion of affordable housing in zowa 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). HFH aims to provide "decent houses in decent communities in which p~ople can live and grow" and "to eliminate poverty housing and homelessness." Specifically, HFH has these four goals: (1) To provide safe, clean shelter in partnership with families willing to contribute 250 hours of sweat equity by each adult. (2) To create community awareness of the need for permanent housing for families with incomes. (3) To encourage community participation in building affordable houses by working with low income families. (4) To use recycled building materials that otherwise may be discarded. Low income residents of Iowa City are in dire need of more permanent, decent, affordable housing options. Receipt of HOME Funding will allow Habitat for Humanity to provide more home ownership opportunities to low income residents of Iowa City (individuais with incomes between 31 to 50% of the City's median income). 3.6. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGIFIOAIE 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. HFH provides the opportunity for families in the 31-50% of median income range to own homes. HFH home ownership projects provide greater long-term and permanent affordability to families compared to rental units or manufactured homes. Affordable home ownership allows low income families to build good credit, foster self-esteem, provide a permanent and decent housing for children, as well as allowing families to better afford other necessities such as clothing, food, education, and health care. If a recipient family chooses to move from an HFH home, they must first offer the house to the Iowa Valley Habitat for Humanity. This ensures that another low-income family would be housed. A revolving fund also ensures that mortgage payments from families are used directly by Iowa Valley HFH to fund the construction of additional houses. 17. Are all funding sources needed to complete the project secured (subject to written verification)? Tf not, please describe below the time frames for other funding awards. Aside from HFH funding described in question 10, no other funding is being sought for the proposed project. NOTE TO HCDC: REVIEW ,4 TT,4CHED PROFORM,4 ,4S P,4RT OF THE FE,4SZBILITY SECTION (Not applicabJe) SECTION 4 - irnDactlBenef'/t to the Community 18. Tn the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or dowfi payment assistance), total number of units and number of units assisted with public funds. HFH plans to acquire land for construction of three new, permanent homes to be built with a combination of public funds, private donations, selected home recipient sweat equity, donated labor and materials. A construction supervisor will ensure that homes are built safely, efficiently, with solid construction, and in accordance with all city code requirements. 19. An objective of the City of lowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of low-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. The target population for the project is households earning between 31 and 50 percent of the median income in Iowa City. The exact census tract/block group in which the houses will be constructed is unknown as of yet. Given the low number of affordable, permanent houses valued in [owa City, the houses will increase the diversity of virtually any neighborhood. 20. On the map provided, please show the location of the proposed project. Locations of the lots on which the proposed homes will be built have not yet been chosen. However, Iowa Valley HFH aims to spread the three sites throughout the community, if possible. The site committee is pursuing potential lot locations. 21. 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 ). Circle Persons or Households Number between 0 - 30% median income persons or households (a) Number between 31 - 50% median income 3 persons or households (b) Number between 51 - 80% median income persons or households (c) Number between 80 - 100% median income persons or households (d) Number over 100% median income persons or households (el TOTAL 3 Persons or Households Percent LMI 100% (fines (a+b+c) divided by line f) 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). Project objectives, as stated in the bylaws: lowa Valley HFH shall seek to sponsor specific projects for construction or renovation of modest but adequate housing in 3ohnson County and surrounging areas in the State of Iowa, and to associate with other groups functioning with purposes consistent with those listed below: · "To enhance the dignity and worth of human beings in need through the provision of decent, safe, and affordable housing, and, · To work in cooperation with other agencies and groups which have a kindred spirit." 23. Please discuss how these outcome data will be met by the proposed project. Outcome data which will show that the project objectives can be met include: · The purchase of three building sites. · The creation of three units of housing. · The ability three families with incomes between 31-50% of Iowa Cib/median income to purchase houses from HFH. SECTION S -- Capacity I History of the A Dlicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July I to June 3o) * Fiscal Year Funds Received Budgeted Amount Amount Expended (to date) FY99 (luly 1998 - 3une 1999) N/A FY00 (luly 1999 - 3une 2000) N/A FY01 (luly 2000 - 3une 2001) N/A *Although Iowa Valley HFH received no CDBG or HOIvlE Funds in FY'99, FY'00, or FY'01, a total of $46,000 was allocated from FY98 funds. 25. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including ~nY CDBG and/or HOME funded projects? Yes X No . Tf "NO" please explain. 26. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. Since its inception in 1992, the Iowa Valley HFH has completed twenty-one single-family homes in an effort to eliminate poverty. The Iowa Valley HFH received HOr4E funding for 3 lots on 3uly 1,1996 in the amount of $46,000 with the requirement that the construction be completed by .luly 1, 2001. Iowa Valley HFH purchased 4 lots with these funding and completed homes in summer 1997, summer 1998, fall 1999, and fall 2000. Through locally raised funds, donated or discounted supplies, and volunteer labor iowa Valley HFH has consistently raised funds sufficient to build between 3-6 houses per year. All houses built by HFH are bought by families earning between 31-50% of the local median income. To date, no family which has been the recipient of an Iowa Valley HFH home has defaulted on their home. Iowa Valley HFH works to keep organizational/administrative costs at a minimum. The chapter has no paid employees at this time. Additionally, the HFH chapter uses donated office space and utilities and many donated office supplies. In 2000, less than 5% of the budget was spent on organizational costs such as mailings, newsletters, phone, and training materials. PART IV PRO3ECTS NOT RECOMMENDED FOR FYO2 CDBG AND HOME FUNDING Request ECONOMZC DEVELOPMENT PRO3ECTS Economic Development Fund - City of Iowa City $150,000 p. 239 PUBLZC SERVZCE PRO3ECTS Transitional Housing Support Services - Successful Living, Inc. $ 15,000 p. 245 Food Storage and Distribution - Food Storage and Distribution $ 8,175 p. 252 PUBLZC FACI'LiTiES PRO3ECTS Toy Library - 4Cs Community Coordinated Child Care $ 85,000 p. 258 HOUSZNG PRO3ECTS Rehab of Rental Units - Salvation Army $ 17,334 p. 266 Affordable Rental Hosing - Emerson Point $275,000 p. 281 TOTAL $533,175 c n' oF OWA C TY FY02 COMMUNITY DEVELOPMENT BLOCK G FUNDING REQUEST FOR NON-HOUSING PROJ be used for roans and the other half for grants, Name and Address of ApplicanUOrganization 4. Contact Person: David Schoon City of Iowa City Phone Number: (319) 356-5236 410 E. Washington Street Fax Number: (319) 356-5009 iowa City, IA 52240 Eraall Address: david-schoon~iowa-city.org 5. Location of Proposed Project: 6. Check CITY STEPS Objective (only one): ~ Affordable Housing Needs Iowa City Homeless Needs Public Facility Needs Public Service Needs xxx Economic Development Needs 7. Brief summary of the proposed project (please use only the space provided below): In December of 1999, the Iowa City City Council set out a more aggressive economic development work program for the City. To implement this work program the Council formed the City Council Economic Development Committee consisting of three council members. This work program consists of activities to retain local businesses and to assist them with expansions, to attract new businesses, and to foster entrepreneurship. The Council established funding pools to assist them with these activities, which included the Council Economic Development Fund and the Council Economic Development Capital Improvement Fund (see Question 11 ). As pad of this work program, the Council also identified greater use of CDBG funds for community economic development projects. The Council Economic Development Committee requests that the HCDC allocate $150,000, 9% of federal community development funds (CDBG and HOME funds combined) towards economic development activities. The establishment of the CDBG Economic Development Fund would assist with these endeavors. The Council ED Fund would function separate from the CDBG Economic Development Fund. However, both funds could be used to assist the same project. In those instances, CDBG funding requirements would need to be met. The CDBG Economic Development Fund would provide funding to carry out those economic development activities outlined in CITY STEPS. The reasons behind establishing a CDBG Economic Development Fund are two-fold. In order to have a focused and concentrated economic development effort, the City Council Economic Development Committee wishes to administer this fund along with any other economic development funds established by the City Council. The second reason for establishing a CDBG Economic Development fund is to establish a funding mechanism that would be available throughout the year for economic development projects. The present CDBG funding mechanism only allows projects to apply once a year for CDBG funds for economic development projects. However, economic development opportunities occur throughout the year. The proposed CDBG Economic Development Fund would allow projects to apply on a monthly basis in order to greatly improve the opportunity to assist economic development projects that help low and moderate income members of the community, This CDBG ED Fund would be used to fund a wide range of economic development activities that help to achieve the economic development goals of CITY STEPS. These activities could include 1) providing employment training and education; 2) encourage employment opportunities that pay at least a living wage (including opportunities for persons with disabilities). 3) provide employment support services; and 4) encourage the expansion and retention of business and industry that pays at least a living wage, SECTION 1 - Need\Priority Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify be one most applicable priority need and priority need level, as shown on pages 91-92 and 98-99 in CITY STEPS) ~e proposed CDBG Economic Development Fund would address the economic strategies of the CITY STEPS, which include: 1 ) oviding employment training and education; 2) encouraging empbyment oppodunities that pay at least a living wage (including ~portunities for persons with disabilities), 3) providing employment support sen/ices; and 4) encouraging the expansion and tention of business and industry that pays at least a living wage. In addressing these strategies, the Fund would make dollars ,allable for applicants pursuing the following community development needs outlined in CITY STEPS: · Commercial-Industrial Rehabilitation (Priority Need Level: Low) · Commercial-Industrial Infrastructure (Low) · Other Commercial Industrial Improvements (Low) · Micro-Businesses (High) · Other-Businesses (Medium) · Technical Assistance (High) · Other Economic Development Needs/Downtown Streetscape (High) s the Council Economic Development Committee considers applications for the funds, it will take into consideration the priority eed levels of each of these needs outlined in CITY STEPS. conomic Development Needs as a Whole Medium (Averaria) ~riority Need Priority Need Level (High, Medium or Low) · Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. 1 the spring of 1994, the Iowa City community went through a visioning process consisting of a number of task forces. As part of '~is visioning process, the social fabric of the community was addressed which included the economic wail being of the :ommunity. The findings of this visioning process were included in the adopted Iowa City Comprehensive Plan 1997. The goals ~entified include: Diversify and increase the property tax base by (1) encouraging the retention and expansion of existing industry and (2) attracting industries that have growth potential and are compatible with existing businesses. . Increase employment opportunities consistent with the available labor force. · Provide and protect areas suitable for future industrial and commercial development. · Cooperate with local and regional organizations to promote economic devebpment within iowa City. · Improve the environmental and economic health of the community through efficient use of resources, Consider financia~ incentives and programs to facilitate achieving the above goals. The use of CDBG funds to establish an economic development fund will help provide the City with part of the necessary financial incentives and programs to help the City achieve these goals by providing economic development opportunities for low and moderate-income persons. Through these economic development activities, the City will be able to help create jobs for low and moderate-income persons, which is one of the three components of the continuum of care as outlined in CITY STEPS. The other two components include housing and supportive services. SECTION 2 - Leveraqin,q Resources ). Is the project requesting a grant or a loan? If a loan* is requested, please indicate the applicable loan terms: Type of Loan: (check applicable line) Amount Years Principal and interest (amortized loan) X__ $75,000 _10 years (max) Principal and no interest (amortized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) z~ll loan terms are subject to negotiation and/or modification by the HCDC or City staff. 1. List the amount of CDBG funds requested for various categories appropriate to your project. Use genera/ categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects 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 tile project, please list the sources, state if the funds are in-kind or cash, and check if the funds are anticipated or cornmitled. DOCUMENT COSTS WHENEVER POSSIBLE. PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget. BUDGET BREAKDOWN Please place an "X" in box that applies Type Status !XPENSE CATEGORY CDBG FUNDS OTHER LIST SOURCE OF In- Cash Antic. Comm. FUNDS Kind 9.g. salaries, acquisition, rehab) OTHER FUNDS possible, please prioritize he budget ;DBG Economic Development $150,000 X X :und ;ouncil Economic Development $500,000 City of Iowa City X X -'und (one time allocation) ;ouncil Economic Development $600,000 City of Iowa City X X ;apital Improvement Budget (FY2002) ~conomic Development Division $174,000 City of Iowa City X X E~udget (Includes $50,000 (FY2002) >udgeted for ICAD) ~dministration Expenses Unknown City of Iowa City X X tOTALS $150,000 $1,274,000 ~.mount of PrivateV~.gency Funds $~ $1,274,000 (a) ~mount of CDBG Funds $_ $150,000 (b) TOTAL PROJECT FUNDING $ __$1 424 000 (c) (sum of lines a and b) Number of Persons Assisted 40-280' (d) (see question 17) Total Cost per Person ~$5,000 - $35.000~ (e) (line c divided by line d) Total CDBG Cost per Person ~$5,000 - $35,000__ (f) (line b divided by line d) *Given that these economic development funds are new programs, it is uncertain the number of persons that will be assisted; therefore, a range is provided for the number of persons that may be assisted during the first year of the program. 2. 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), City Council has already committed the $500,000 for the Council Economic Development Fund and the $600,000 for the Council Economic Development Capital Improvement Budget. The Council should approve the Economic Development Division Budget in March 2001. 3. Does the proposed project pay property taxes? Yes X No __ Businesses providing employment opportunities for low and moderate-income individuals will pay property taxes on the facilities housing these employees. If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes __ No If "yes", what is the percent of full taxes paid? ~% and amount paid $ SECTION 3 - Feasibility 14. If funds are awarded, will the projecfJprogram continue after the CDBG funds end (explain)? Yes X No The City Council has stated its commitment to be more actively involved in economic development activities. The City's general economic development activities will continue after the CDBG funds end. However depending upon the success of the CDGB Economic Development Fund, the Council Economic Development Committee anticipates making future requests for CDBG funds to continue to fund this economic development fund pool. In fact, if the fund is successful, the Committee anticipates requesting that the Council automatically set aside 9% of CDBG funds towards this pool just like has been done with Aid to Agencies and the City of Iowa City Housing Rehabilitation program. 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for an v 13reject aclreement for the use of CDBG~HOME fundinq. Date Description of Activity March 2001 Awarded CDBG Funds Apri[ 2001 Develop Program Criteria and Application Forms May 2001 Finalize Program Criteria and Application Forms June 1, 2001 Make application materials available. Begin Advertising Program July 1, 2001 Beginning of City Fiscal Year and Project Start Date Begin accepting CDBG Economic Development Fund applications July 1,2001 thru Monthly Applications Due at Beginning of the Month June 1, 2002 3Id Thursday of each Council Economic Development Committee Considers Applications Month, 2001-2002 June 30, 2002 End of City Fiscal year and Project Completion Date SECTION 4 - Impact\Benefit to the Community 6. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. The CDBG Economic Development Fund will provide funding throughout the year to support projects that further the strategies of CITY STEPS. The Fund could be used to support projects providing employment training and education similar to those programs provided by the Mayor's Youth Employment Program, the Family Investment Program, Kirkwood Community College, and the Evert Conner Center. The Fund could also be used to support projects providing employment support services similar to those provided by the Institute for Social and Economic Development, HACAP, and Goodwill Industries, The fund could also be used to assist the efforts of the City of iowa City's Economic Development Division, the Iowa City Area Chamber of Commerce, and the Iowa City Area Development Group at encouraging the expansion and retention of business and industry that pays at least a living wage. ,7. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the following income categories: (please see attached Income Guidelines for Iowa City) The goals of this project is to increase the economic well-being of low and moderate income persons through the prowsion of employment training and education, employment support services, and ultimately through the provision of employment opportunities that pay at least a living wage (Circle persons or households) Number between 0-30% median income _1-10'_ persons or households (a) Number between 31-50% median income _1 ~10'_ persons or households (b) Number between 51-80% median income _2-10'_ persons or households (c) Number between 81 - 100% median income ~ persons or households (d) Number over 100% median income ~ persons or households (e) TOTAL _4-30*_Persons or Households (f) Percent LMI 4-30*_[lines (a+b+c) divided by line f] 'These numbers represent only those jobs assisted with the CDBG Economic Development Fund. Given the newness of the arogram, it is uncertain exactly the number of persons that will be served and the income of those persons being served, 18. 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. locating housing or employment). The following outcome data will help the Fund administrators determine if the project's objectives are being met. · The # of created and retained jobs paying a living wage for low and moderate income persons. · The # of low and moderate income persons provided employment training and education. · The # of low and moderate income persons provided employment support services. 19. Please discuss how these outcome data will be met by the proposed project. All projects applying for funds from the CDBG Economic Development Fund will need to demonstrate how it will meet the funds objectives by indicating the potential outcomes of the project (e.g. # of LMI jobs to be created/retained. # of LMI persons to be trained/educated, # of LMI persons to be provided employment suppod services). Then each project awarded funds will have to document how the project has met the funds objectives by providing outcome data documentation, 20. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered i~ ~l~B~conomic Development Fund will fund projects throughout Iowa Gty. SECTION 5 - Capacity\History of the Applicant 1. 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) he following figures represent dollar amounts that the City of Iowa City has received over the past three years. The City's :onomic development activities have not previously received funding. FY99 (July 1998 June 1999 Budgeted Amount $ _591,388 Amount Spent (to date) $ 523,640 FY00 (July 1999 - June 2000 Budgeted Amount $ _370,000 Amount Spent (to date) $ 234,000 FY01 (July 2000 - June 2001 Budgeted Amount $ 186,623 Amount Spent (to date) $ _186,623 2. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No . If "NO" please explain. 3. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. The City of Iowa City has successfully administered programs, such as the Housing Rehabilitation Program and the Housing Authority's Tenant Based Rent Assistance Program, using CDBG funds. More specifically the Community Development Division has successfully administered economic deveIopment projects using CDE~G funds, such as the low interest loans for Headland Candleworks and ToEus Precision Optics. Though not CDBG funded projects, the Economic Development Division has successfully administered economic development projects using State funds and local funds for expansions at NCS, OraI-B Laboratories, and Moore Document Solutions. The Economic Development Division has also been involved with the administration of property tax exemption and tax increment financing for economic development projects. City staff has the capacity and the experience to administer the CDBG Economic Development Fund. Y0 COMMUNITY DEVELOPMENT BLOCK GRA FUNDING REQUEST FOR NON HOUSING PROJECTS Name of Project: Successful t IA t fCDB~F d R q t d $_150 Living b. Loan $ Grant $_15,000 Name and Address of ApplicantJOrganization 4. Contact Person: Theresa Kopatich uccessful Living Phone Number: 356-0947 14 Church St ~wa City, IA 52245 Fax Number: 356-0947 Email Address: kopatich@inav,net Location of Proposed Project: 6. Check CITY STEPS Objective (only one): ~wa City Area Affordable Housing Needs x Homeless Needs Public Facility Needs Public Service Needs Economic Development Needs Brief summary of the proposed project (please use only the space provided below): ;uccessful Living is requesting funds to hire a part time L~censed Social Worker to assume the position of Agency Case ~lanager that would specialize in working with persons with mental illness. This staff addition will allow Successful Living to: Provide transitional housing for persons with mental illness Provide services to support special needs populations in non-facility based care environments Give Successful Living the opportunity to increase its capacity to work with special needs populations SECTION 1 - Need Priority Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need level as shown on pages 91-92 and 98-99 in CITY STEPS) ::)n page 92 of the "City Steps" plan Transitional Shelters for persons with special needs is recognized as a HIGH Priority. Successful Living is the only agency currently in the Iowa City area that provides affordable housing and on-site support for ndividuals with low-incomes (0-30%) and special needs. The goal of the program is to help persons gain self-sufficiency. E~y hidng a Licensed Social Worker, with experience working with persons who have mental illness, the agency will be able to Provide transitional housing for persons with mental illness · Provide services to support special needs populations in non-facility based care environments · Give Successful Living the opportunity to increase its capacity to work with special needs populations All of these are listed as strategies in the "City Steps" plan on pages 96 & 97, Homeless Needs/Transitional Shelters HIGH Priority Need Priority Need Level (High, Medium or Low) 9. Tell us why this project is needed (include information from studies~research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. The Gaps Analysis on individuals that was completed for the "City Steps" plan (page 89), shows that there is an additional 52 persons suffering with serious Mentai illness who have need of services and are recognized as a high priority in the plan In addition the plan recognizes 40 persons dually diagnosed in need of services as well as 135 chronic substance abusers, which statistics show 45% of those labeled as chronic substance abusers suffer from a mental illness which has gone und~agnosed Since 1998, Successful Living has been providing affordable housing and support services to low-income persons (0-30%), with special needs We began the agency with part-time staff and a part-time substance abuse counselor Our experience has taught us that it is just as important to have a person. professionally skilled in working with persons with mental dlness issues on our staffing team. The new employee will do assessments and take the lead in developing program plans to help assure that consumers we serve who have mental illness issues will be able to gain their highest level of self-sufficiency SECTION 2 - Levera,qin.q Resources ). Is the project requesting a grant or a loan? If a loan* is requested, please indicate the applicable loan terms: Type of Loan: (check applicable line) Amount Years 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) a,~ loan tem~s are sub. lect to negotiation and/or modification by the HCDC or City staf~ ,~e are requesting a firant to start up a new staff position that we plan to continue after the first year's funds run out. 11. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. 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 Please place an "X" in box that applies Type Status XPENSE CATEGORY CDBG OTHER LIST SOURCE OF In- Cash Antic. Comm. FUNDS FUNDS Kind ,.g. salaries, acquisition, OTHER FUNDS .hab) possible, please rioritize the budget alaries $15,000 alaries $12,000 State ESG x x alaries $133,380 Chapter 24 funding for life X x skills training ,alaries $6,920 Community Suppor~ X x )perational Expenses $18,080 Community Suppor~ X X )perational Expenses $11,340 Business income X x FOTALS $15,000 $181,720 ~,mount of PrivateSAgency Funds $_181720 (a) ~,mount of CDBG Funds $ 15,000 (b) FOTAL PROJECT FUNDING $ _196,720 (c) (sum of lines a and b) ',lumber of Persons Assisted 83 (d) (see question 17) Total Cost per Person 2370 (e) (line c divided by line d) Total CDBG Cost per Person 181 (f) (line b divided by line d) It is important to note that line (a) represents the total agency staff wages and line (b) represents only the persons we serve that have mental illness. As I stated earlier 75% of the consumers have mental illness, we serve approximately 110 persons a year total. In addition, it is equally important to remember that lines (e) and (f) represent a years period. The bottom line is that it cost approximately $5 a day for a person to be in our program. The funding we are requesting amounts to only .50 a person a day. This project produces very adequate benefits to the community related to cost when you compare it to the price of hospitalizing or institutionalizing persons. 12. 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). Our salaries are provided mainly by Chapter 24 funding, which we receive, for life skills teaching. That amount is an estimation based on our last two-year performance. We have applied to IDED for ESG money to assist with salaries in the amount of $12,000 We anticipate a decision date in March sometime 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 x If "yes", what is the percent of full taxes paid? % and amount paid $ SECTION 3 - Feasibility ¢. If funds are awarded, will the projectJprogram continue after the CDBG funds end (explain)? Yes x No ,/e are requesting these funds specifically to start up this position, Our agency's goal will be to develop a funding source to ~ntinue this position after the first year 5. 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 anV l~roiect aqreement for the use of CDBGIHOME fundinq. Date Description of Activitv By June, 30th Of 2001, The Director will have advertised, interviewed and hired a part-time Licensed Social Worker to begin working in July July 1, 2001 Beginning of City Fiscal Year and Project Start Date New employee will begin training August. 30th 2001 New staff will be trained into position June 30t', 2001 CDGB funding will end an'd substitute funding will begin to continue position. SECTION 4 - Iml3act~Bene~t to the Community 16. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. Successful Living fills a huge gap for the Iowa City's continuum of care. Successful Living is currently the only agency in Iowa City hat provides both affordable housing and on-site support services to very low-income working individuals. The agency has been n operation since 1998 and 99% of the persons served have incomes at the 0-30% median income. The agency provides on-site support services, which include substance abuse counseling, a variety of life skills training and job coaching, The agency is actively looking for a business to purchase to expand employment opportunities for the consumers served. This project is a request for funds to provide intense mental health counseling. This position would be part-time. We will look to ~ocat agencies such as Community Mental Health and the University of Iowa to find an employee that may be working part-time but would like full time employment. This way we can utilize the already existing community resources. The person could job share ~vorking part time with both agencies. Persons with mental illness are entering the program everyday Most of these people are not stable and do not wish to engage in local mental health services. They are untrusting and leery of the "system" By offering support to these people where they live they not only begin to stabilize they also begin to develop a sense of trust With time they will be able to transfer over to local agencies so natural support systems will be in place for them once they move out of the Successful Living program and into the community List goa*(s) of this project. In addition, please indicate the population to be served by the proposed project according to the following income categories: (please see attached Income Guidelines for Iowa City) Project goals: Provide transitional housing for persons with mental illness Provide services to support special needs populations in non-facility based care environments Give Successful Living the opportunity to increase its capacity to work with special needs populations Helping low-income, special needs persons gain self-sufficiency. (Circle persons or households) Number between 0-30% median income 82 persons or households (a) Number between 31-50% median income 1 persons or households (b) Number between 51-80% median income ~ persons or households (c) Number between 81 100% median income persons or households (d) Number over 100% median income persons or households (e) TOTAL 83 Persons or Households (f) Percent LMI _100%_ [lines (a+b+c) divided by hne f] 8. 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. locating housing or employment). he key element of this project is to provide suppod services to persons in the Successful Living program that have mental health ;sues, so they may become as self-sufficient as possible ;ince 1998, Successful Living has been providing on-site support services to person with special needs 75% of the consumers de serve suffer from mental illness and could become more self-sufficient if they were provided with more intense on-site support -om a trained professional. The people with the needs are entering the program everyday Most of these people are not stable md do not wish to engage in local mental health sen/ices. They are untrusting and leery of the "system." By offering support to lese people where they live they not only begin to stabilize they also begin to develop a sense of trust. With time they will be able ~ transfer over to local agencies so natural support systems will be in place for them once they move out of the Successful Living ~rogram and into the community. 19. Please discuss how these outcome data will be met by the proposed project. the Licensed Social Worker will complete social histories and assessments on persons, with mental illness, entering the program ~,n individualized program will be developed from the information gathered. The Licensed Social Worker will oversee other agency ;taft in carnjing out the consumer plan in order to assist consumers to gain self-sufficiency. The sen/ices go where the consumer s, making it not only easier for sen/ices to be utilized but also making services more effective. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. SECTION 5 - Capacity\History of the Applicant 21. 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) FY99 (July 1998 - June 1999 Budgeted Amount $11,000 __ Amount Spent (to date) $11,000 FY00 (July 1999 - June 2000 Budgeted Amount $ 29,395__ Amount Spent (to date) $ 29,395 FY01 (July 2000 - June 2001 Budgeted Amount $218,000__ Amount Spent (to date) $ 209,000 22. is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes x No . If "NO" please explain. Please provide evidence of your organization 's capacity and experience to undertake and complete the proposed project within the established timetable and budget. ~ccessful Living has been in operation since 1998. As you can see in #21, we have been awarded previous grants and loans. te are in compliance with all contracts and have always met our time lines. We are cooperative in providing any requested formation. APPLICATIONS MUST BE RETURNED BY 12:00 noon, JANUARY 22, 2001 - NO EXCEPTIONS City of Iowa City DepL of Planning & Community Development 410 E. Washington St. Iowa City, IA 52240 319-356-5230 stephen_long~iowa-city,org WACI?Y MELROS~AVE MELROSE AVE ~ O S~LINE i~ERSXI W~S SLAGLE CLR 10~ ~ ~/~O Q ~gS~ e~ ~l~ WALDE D O~ O ~l~i~ng Housing Resources ~ ~ CDB~HOME ABER AVE ~ BST 0 30 60 90 ~ " Q~ ~ CITY OF IOWA CITY 1, Name of Project 2a, Total Amount of CDBG Funds Requested $8,175 b L $0 G t $8 175 Food Storage & Distribution . oan ran 3. Name and Address of ApplicantJOrganization 4. Contact Person: Deon Oliver The Salvation Army Phone Number: 337-3725 1116 Gilbert Court Fax Number: 337-7114 Iowa City, IA 52240 Eraall Address: deon oliver@usc.salvationarmy.org 5. Location of Proposed Project: 6. Check CITY STEPS Objective (only one): Affordable Housing Needs 1116 Gibed Court Homeless Needs Iowa City, IA 52240 __ Public Facility Needs _X Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please use only the space provided below): This request for CDBG funding is for the purpose of processing and storing deer meat for distribution to low and moderate- income residents of Iowa City as part o1 the Food Bank Program. According to Iowa City's Long*Term Deer Management Plan, due to the numbers of deer within the City limits of Iowa City, killing of deer would take place during the winter of 2001-2002. Recommendation by the Deer Management Committee and final approval by the Iowa City City Council will not be determined until later in 2001, It is estimated that 150 deer would be killed. yielding approximately 7,500 pounds of meat. The selected meat processor would process the meat and arrange for storage. The processor will grind the meat, similar to hamburger, into 5 pound packages for use at soup kitchens and 1 Ib - 2 Ib packages for individual family use. Safe handling instructions and recipes are distributed with the meat. The Salvation Army has agreed to be the central distribution agency. Other agencies such as Table to Table and the Crisis Center have participated in previous distribution projects. SECTION 1 - Need\Priority 3.Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need level, as shown on pages 9f-92 and 98-99 in CITY STEPS) l'he processing and free distribution of the deer meat is mandated under the agreement reached with the Iowa Department of "'.latural Resources. The program is also important because it provides a high protein, low fat meat to residents most in need. On P-103 of CITY STEPS there is a Strategy of "Provision of Health Services: Medical, Dental, Nutrition, Preventive Care", One of the short-term Objectives to meet that strategy is listed as: Support food and nutrition services for low-income residents Other Public Service Needs Hifih Priority Need Priority Need Level (High, Medium or Low) 9. Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. The program has generated significant interest from residents who are in need of meat. Last year, meat was distributed to 1,574 households (or 4,331 individuals) in addition to programs at the Wesley House, SE Linn Community Food Reservoir (for Johnson County families), churches, community groups, and the Salvation Army. SECTION 2 - Leveraclincl Resources O. Is the project requesting a grant or a loan? If a loan* is requested, please indicate the applicable loan terms: Type of Loan: (check applicable fine) Amount Years Principal and interest (amodized loan) Principal and no interest (amodized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) All loan re/ms are subject to negotiation and/or modification by the HCDC or City staff. 11. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. 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 Please place an "X" in box that applies Type Status EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF In- Cash Antic, Comm. FUNDS FUNDS Kind ~e.g. salaries, acquisition, OTHER FUNDS 'ehab) ',f possible, please prioritize the budget Processing $7,500 X Storage : $675 X Staff time $1,005 Salvation Army X Travel to Cedar Rapids $80 Salvation Army X (storage facility) ~nount of PrivateVkgency Funds $1,085 (a) ~rnount of CDBG Funds $8,175 (b) FOTAL PROJECT FUNDING $9,260 (c) (sum of lines a and b) '4umber of Persons Assisted 3,000 (d) (see question 17) total Cost per Person $3.09 (e) (line c divided by line d) Fotal CDBG Cost per Person $2.73 (f) (line b divided by line d) 12. 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). ,,Groups and organizations that have participated in past distribution include: the Wesley House, SE Linn Community Food Reservoir (for Johnson County families), Table to Table, churches, and the Salvation Army. 13. 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 X If "yes", what is the percent of full taxes paid? % and amount paid $ SECTION 3 - Feasibility 14. If funds are awarded, will the project/program continue after the CDBG funds end (explain)? Yes X No If the decision is made to kill deer, the meat will be processed and paid for from General Fund monies. 15. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for anv proiect aqreement for the use of CDB G~HOME fundinq. Date Description of Activity July 1,2001 Beginning of City Fiscal Year and Project Start Date Spring/Summer 2001 Deer Management Committee formulates a recommendation. Fall 2001 Council approves plan. January 2002 Killing to occur. February 2002 Meat to be distributed. SECTION 4 - Impact\Benefit to the Community ! 6. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. The deer meat distribution program has been able to provide to thousands of local residents a source of protein. Those most in -~eed are able to either enjoy a nutritious free meal at a soup kitchen or prepare the meal at home. The inclusion of deer meat adds protein to the diet of those most in need fulfilling an important piece of a balanced diet, which in turn allows for persons to :ontinue to work towards self-sufficiency. 17. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the following income categories: (please see attached Income Guidelines for iowa City) (Circle persons or households) Number between 0-30% median income ~000 persons or households (a) Number between 31-50% median income 600 ,persons or households (b) Number between 51-80% median income 400 ,persons or households (c) Number between 81 - 100% median income 0 ,persons or households (d) Number over 100% median income 0 ,persons or households (e) TOTAL 3,000 Persons or Households (f) Percent LMI 100% [lines (a+b+c) divided by line f] 18. 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. locating housing or employment). Providing a protein source to those in need. 19. Please discuss how these outcome data will be met by the proposed project. The Salvation Army wilt administer the distribution process to appropriate agencies and persons in need, 20. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Thedeerme.,wi,,bedis,r,bu,edc,t .ide. S;ll SECTION 5 - Capacity\History of the Apl31icant 21. 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 fiscalyear July I to June 30) FY99 (July 1998 - June 1999 Budgeted Amount $ 8,550 Amount Spent (to date) $ 8,550 FY00 (july 1999 - June 2000 Budgeted Amount $ Amount Spent (to date) $ FY01 (July 2000 -June 2001 Budgeted Amount $ Amount Spent (to date) $ 22. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No . If "NO" please explain. 23. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. The City has completed two successful years of sharpshooting and the Salvation Army successfully administered the distribution program in FY99. APPLICATIONS MUST BE RETURNED BY 12:00 noon, JANUARY 22, 2001 - NO EXCEPTIONS City of Iowa City Dept. of Planning & Community Development 410 E. Washington SL Iowa City, IA 52240 319-356-5230 stephen_long@iowa-city.org CITY OF IOWA CITY FY02 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDING REQUEST FOR NON-HOUSING PROJECTS Name of Project: 2a. Total Amount of CDBG Funds Requested $85.000 4Cs Toy Library b. Loan $ Grant $85,000 3. Name and Address ofApplicant/Organization 4. Contact Person: TheresaGuither Phone Number: (319) 338-7684 4Cs Community Coordinated Child Care 1500 Sycamore Street Fax Number: (319) 338-9139 Iowa City, IA 52240 Email Address: tguither@inav.net 5. Location of Proposed Project: 6. Check CITY STEPS Objective (only one): 1500 Sycamore Street Affordable Housing Needs Iowa City IA 52240 Homeless Needs Public Facility Needs _x_ Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please use only the space provided below): Our proposal contains two components: relocation of 4Cs Toy Library · making 1500 Sycamore Street handicapped accessible. The 4Cs toy lending library has been located in donated spaca at 202 S. Linn Street in downtown Iowa City for more than 10 years. 4Cs has been informed that after June 30"' the University of Iowa donated space will no longer be available. Our proposal is to relocate the lending library to our administrative building on Sycamore Street. The toy lending library served two important functions in maintaining the infrastructure of child care service delivery: a toy lending library, and classroom training space for care givers. Loss of this space will have a significant impact on child care in Iowa City. Further, by consolidating our administrative offices with the toy lending library, child care providers will have greater access to our service An one stop. In addition to re-locating the training space and toy lending library, 4Cs proposes to renovate the building at 1500 Sycamore Street to make At wheelchair accessible and to remodel the space to accommodate a classroom for training child care providers. SECTION 1 - Need~Priodty 8.Descdbe how the proposed project addresses the pdorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the one most applicable priority need and priority need level, as shown on pages 91-92 and 98-99 in CITY STEPS) Child Care Services have been rated as a high priodty in the CiTY STEPS Plan. 4Cs is the designated Child Care Resource and Referral Service for Johnson County and has been located in Iowa City for more than 25 years. Many components of child care service delivery have taken place from the downtown location including the lending library of toys and educational matedais for parents and caregivers; and the annual training of 1,600 individuals (some duplicated) who are working as or interested in becoming caregivers. During the current fiscal year, 4Cs offered 64 classes for child care providers ranging from the basic courses that are required by the licensing standard of the Department of Human Services to advanced child development courses. Through State Block Grant funds all training sessions are free or at a minimal cost to participants. 4Cs has the ability to keep the cost down for classes because we have not had to pay rent for training space. If forced to pay for space, the cost for classes will become a barrier for many caregivers who will either drop out of providing care or who will not maintain the proper certifications required by DHS. Adequatetrainingandsupp~rtf~rcaregiverslscriticalinmaintainingastab~einfrastructure~fchi1dcare~ 4Cs is the fundamental agency to provide support and training to child care providers and the loss of training space has a significant impact on our ability to delivery these services. Additionally, the toy lending library serves 150 families, 76% of which are low income residents of Johnson County. Many of the families who utilize the toy library do not have the resources to purchase developmentally appropriate toys for their children. Also, child care providers use the services to keep their costs down in purchasing new toys for the children in their care. Child Care Services High Priority Need Priority Need Level (High, Medium or Low) 9. Tell us why this project is needed (include information from studies~research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. Our community is experiencing a cdsis in the ability to provide child care. Repeatedly, child care is noted as the greatest gap in services for families who are participating in Welfare to Work initiatives. Additionally, the general population finds it nearly impossible to obtain infant caFe. The Johnson County Capacity Assessment and CITY STEPS have both identified child care services as critical to the well-being of our community. Lack of affordable and accessible child care has the greatest impact on families near or at the povedy line. As parents participate in welfare initiatives, or are just completing their program, locating affordable child care is one obstacle that sometimes sends parents back to welfare. One method of keeping costs down to parents is by offedng assistance to caregivers. 4Cs offers many programs that benefit caregivers who then do not have to pass costs on to parents. When parents are fortunate enough to have a suitable income to pay for even the most expensive child care, if they have an infant, they may not find any care available to them. This is because many child care providers do not want to care for infants. There are many reasons: infants require a lot of work; it's difficult to take them out on trips; the State requires that the ratio for infant care be one adult to four infants (2 years olds are a 1:6 ratio, thus a provider makes less money if she can only take four children). However, this lack of infant care has an impact on our workforce. When parents are not able to find care sometimes they do not return quickly to the workforce or they return part-time. Quality, affordable, accessible child care impacst the community on an economic level and on a quality of life level. SECTION 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan* is requested, please indicate the applicable loan terms: Type of Loan: (check applicable line) Amount Years Principal and interest (amortized loan) Principal and no interest (amortLT. ed loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) * All loan tenons am subject to negotiation and/or modification by the HCDC or City sta~ 11. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, office expense and other administrative expenses for operatio,nal 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 Comm ssion may request a copy of your overatl agency budget BUDGET BREAKDOWN Please place an "X'.' In box that applies Type Status EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF In- Cash Antic. Comm. FUNDS FUNDS Kind (e.g. salaries, acquisition, OTHER FUNDS rehab) If possible, please prioritize the budget Building Renovation $ 75,000 $ Equipment&supplies $ 10,000 Example: shelving for toys, additional toys Salaries $25,000 Child Development Block x x Grant Utilities $ 4,200 Program income X X Maintenance $ 9,600 Program income X X TOTALS $85,000 $38,800 Amount of Pdvate~Agency Funds $38,800 (a) Amount of CDBG Funds $85,000 (b) TOTAL PROJECT FUNDING'' $123,800 (c) (sum of lines a and b) Number of Persons Assisted 700 (d) (see question 17) Total Cost per Person $176.85 (e) (line c divided by line d) Total CDBG Cost per Person $t21.43 (f) (line b divided by line d) 12. 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). 4Cs receives State of Iowa Child Care Development Block Grant funds to provide training to caregivers. This funding will cover the cost of salaries and some supplies for the training component. Johnson County Empowerment also provides funds for a special home provider training program that was established in 2000. Johnson County Empowerment and University of Iowa fund an infant care enhance program entitled Best Beginnings to train and recruit infant care givers. Funding from these sources is anticipated to continue for at least two more years. (The Child Development Block Grant is anticipated indefinitely.) t3. 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 x If "yes", what is the percent of full taxes paid? % and amount paid $ SECTION 3 - Feasibility 14. If funds are awarded, will the project/program continue after the CDBG funds end (explain)? Yes x No 4Cs has relatively stable funding to operate the programs; however, we do not have the funds to commit to renovation of our building. 15. 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 project agreement for the use of CDBGtHOME fundin.q. Date Description of Activity July 1,2001 Beginning of City Fiscal Year and Project Start Date July 1,2001 Award the construction contract to low bidder Sept 1, 2001 Begin renovation work March 1, 2002 Construction completion April 1, 2002 Re-open toy library and celebrate Month of the Young Child SECTION 4 - ImpactSBenefit to the Community 16. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. 4Cs operates the only toy lending library in Johnson County and we are the sole pmvider of child care resource and referral for our community. Child care has been identified as a high pdodty in Iowa City for a vadety of reasons. The families who would most benefit from our request are those who need our services the most. Families with limited resources, and child care providers. 4Cs also works with the business community to address their needs relating to workforces shortages, and we work with programs that offer services to low and moderate income families. 17. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the following income categories: (please see attached Income Guidelines for Iowa City) Goals: · to continue to provide services of a toy lending library to residents of Iowa City to have a training location for child care providers and parents to make our building at 1500 Sycamore Street wheelchair accessible Number between 0-30% median income 25 households (a) Number between 31-50% median income 25 households (b) Number between 51-80% median income 75 households (c) Number between 81 - 100% median income 25 households (d) Number over 100% median income ~ persons or households (e) TOTAL t 50 Households (f} Percent LMI 83% [lines (a+b+c) divided by line t3 18. As accurately as possible please describe how outcome data indicates that the project objectives can be met. Flint, describe the outcome data or key elements the project is working towards (e.g. locating housing or employment). Providing a toy libran/to residents of Iowa City Outcome: toy library is open to the public Providing a training space to teach child caregivers Outcomes: number of training class presented number of participants Making building accessible Outcomes: ramps and lifts installed bathroom renovated '19. Please discuss how these outcome data will be met by the proposed project. Relocation of the 4Cs Toy Library will provide services to low and moderate income families, the renovation of the building will provide training space for classes and installation of the appropriate equipment will make the building accessible. 20. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. SECTION 5 - Capacity~History of the Applicant 2t. Please list amount of CDBG and/or HOME funds received within the last three City fiscal yeare and the status of the project(s) undertakem'(City fiscal year July I to June 30) FY99 (July 1998 - June 1999 Budgeted Amount $ Amount Spent (to date) $ FY00 (July 1999 - June 2000 Budgeted Amount $ Amount Spent (to date) $ FY01 (July 2000 - June 2001 Budgeted Amount $ Amount Spent (to date) $ 22° Is the applicant (including partnero, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes x No __. If "NO" please explain. 23. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. 4Cs has been in operation in this community since 1972 and has participated in developing new programs and projects throughout the years. 4Cs received funding from the State of iowa, the University of iowa and United Way. Additionally, 4Cs conducts internal and external audits every year. We are also governed by a Board of Directors who meet monthly, and who oversee the policies and financial stability of the agency. APPLICATIONS MUST BE RETURNED BY 12:00 noon, JANUARY 22, 2001 - NO EXCEPTIONS City of Iowa City Dept. of Planning & Community Development 410 E. Washington SL Iowa City, IA 52240 319-356-5230 stephen_long@iowa-city.org Page 1 of 1 ~le://A :\Non-Housing%20Application\Map.jpg l/19/01 FY02 CITY OF IObVA CITY CDBG and HOME FUNDING RE(2UEST HOU$IN, PROJECTS Ty; of Project' Rehabilitation ~ '~: :4 TION ENERAL INF~ RM, 1. Lead Appficant Name The Salvation Army - Iowa City Apphcant Address ~11~ Gilbert Court, Iowa City, IA 52240 Contact Person C:apt~in Deon O[jver Title Corps Officer Phone Number ~19/~1-~1-25 Fax Number ~1-711~ F-mai{ Address deon~o[jver@USC.sa[vatjonarm~.org Federal Tax Identification Number: 3fi-216-/910 2. Secondary App{jcan~ (jr applicab{e) Applicant Address Contact Person Title Phone Number Fax N-mber E-mail Address 3. Type of Applicant (check one): __ Community Housing Development Organization X Private non-profit organization __ Private for-profit, individual or partnership applicant __ Public Organization 4. Amount of Fuhds Requested HOME $ grant $ loan CDBG $ 17,334 grant $ loan ~UB-TOTAL $ 17,334 grant $ loan TOTAL RE(2UEST $ 17,334 S. Provide a brief description of the proposed project (please limit response to this space), ]'he proposed project involves the rehabilitation and upgrading of three apartments that The Salvation Army owns. The work will include reconditioning the exterior security system, improving the windows, painting, upgrading doors, new wall cabinets in the bathrooms, new flooring and lighting. 2 SECTION 1 - Need I Priority 6. 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. According to the "2001-2006 City Steps" published by the City oflo~va City, 674 l~.milies in lo~va City face severe cost burdeu for housing due to the rent that they are paying. The number of families with a cost burden are 1,504. "City Steps" indicates that high priority needs to be placed upon enabling affordable housing for t'amilies with incomes less than 50% of median income. Tile Salvation Army is wanting to help address this matter [u 1998, M~cn Ihe Salvation Army made its offer [o purchase ] 116 Gilbert C,~un. the three aparnnents ~ere being rented 4 to 9% above tile average market price figures noted on page 59 of "C it.x Steps". Fhis premimn was duc to each apartment being equipped xvitb central air, microx~ave and dishx~asher l'hcrclbrc the 19~)8 lents placed the apartnlents ubo~e Fair Market Rent ligures noted on page 60 oI"'Cilx Stcp~" At The Sal,,ation Arm} 's request Mr Bob Woodburn agreed not [o iucrease the [,,x,~ ncx% Ica~hcs duc bctweci~ making a sale ofi~r and the closing. Since The Salvation Army has not increased the rent charged, the rent~ remain at the 1998 level. This ii-eeze has resulted is mo~ing the rent Fair Market Rent value especially thnse similarl_x equipped Fhe Salvation Army's iutention is to use the apartments to prox ide two to three lox~-iacome small related hnuseholds ~vith affordable housing without baring to sacrifice on quality. It is the organization's intention to keep housing costs as low as possible. In order to do so the intention is to freeze the rents for at current levels through to 2003. Once the pressure of mortgage payments and maintenance issues have been decreased, the goal is to maintain the rent rates around 70 to 75% of Fair Market for similarly equipped apartments. If we could be at that goal today the Ixvo bedrooms would rent around $415/mo and the one bedroom for around $325/mo. The organization's ten-year plan calls for one of the three apartments to be set aside for short-term emergency housing needs. The apartment would be furnished so as to provide short-term gratis shelter(10 to 60 days) for families who have experienced a disaster, like a fire, tornado or flood or who have been evicted. The implementation of this goal is subject to the Corps's administrators being housed off site (they are currently housed in one of the apartments), zoning changes, and to securing funding to cover costs associated with such a service. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CZTY STEPS Plan and the Maxfield Housing Harket Analysis. (P/ease specify the one most applicable priority need and priority need level/as shown on pages 91-97 in C2'rY STEPS) According the "City Steps" (page 91) having rental housing that is below 50% of the cost burden is a high priority need in Iowa City. The grant would immensely aid The Salvation Army to move toward its goal of providing housing that is well below Fair Market Value and to have a unit available for emergency assistance for a family left homeless due to a natural disaster or eviction. Housinq - Rent, small family Hiqh Priority Need Priority Need Level (High, Hedium or Low) 3 SECTION 2-Leveraging Resources 8. Zf a loan* is requested, please indicate the applicable loan terms: Rate Years 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) ~ A//loan terms are subject to negotiation and/or modification by the HCDC or CRy sta~ A loan is not being requested. 9. Zn the space below, please provide the proposed sources and uses of funds for the project. Znclude all funding requested for the proposed project to be completed (e.g. infrastructure improvements). Where possible p/ease provide third party documentation for project costs, The l~>llms mg funding has Jnd xvill be used for tile project: Purchase costs · Salvation Army Capital Reserves $ 10,000 · Successful Capital Campaign $ 10,000 to 18,000 · Bequest (future, 3 to 7 yrs.) $ 5,000 to 20,000 · Rents remainder The purchase of the whole building was $450,000 plus nearly $9,000 in various fees. TIle three apartments value is approximately 20.5% of the building, or $94,095. The Salvation Army currently has under consideration a request for a matching grant. If such a grant is received, the portion of the match for CDBG funding would be applied directly toward the mortgage (the mortgage is held by The Salvation Army Central Territory in Chicago). Generaf~naintenance and property tax · Rent charged 80 to 85% · General fund 15 to 20°~% Major maintenance and improvement funding through 2013 (in 2001 $) · Short-term replacement and improvement needs - CDBG request · Long-term sinking fund (subject to receiving CDBG grant) o FY 2002 - 2007 Rent, $ 280 to $ 400 per aparm~ent, annually General fund, $ 500 to $ 700, annually o FY2009-2012 · Rent, $ 500 to $ 600 per apartment, annually General fund, $ 350 to $ 500, annually o FY 2013 (mortgage scheduled to retired) and forward Rent, $ 1,400 to $ 1,900 per apartment, annually Please complete the table below showing the types and amounts of funding being requested for the proposed project, Funding Source and Type of Funds Amount of Funding Requested Iowa City CDBG or HOME Funding (public) $ 17,334 SLate of Iowa HOME (public) Iowa Finance Authority (IFA)- non-ITHTCs (public) $ City of Iowa City - Tax Increment Financing (public) City of Iowa City - Tax Abatement or Exemption (public) $ ]FA -- Low Income Housing Ta× Credits (public) $ Other Public Resources (public) $ Applicant Contribution of Equity (private) $ Private Lender Financing (private) $ 84,095 Private Foundation(s) (private) $ Volunteer Labor and/or In~kind Donations (private) $ 2,300 Other Private Resources (private) $ 10,000 Amount of Private Funds $ 96,395 (a) Amount oF Public Funds $ 17,334 (b) TOTAL PROJECT FUNDING $ 113,729 (c) (sum of lines a and b) Number of Bedrooms 5 (d) Number of Publicly Assisted Bedrooms 5 (e) Persons Assisted (# of bedrooms x 1.5) 7.5 (f) Requested Public Subsidy Per Bedroom 3,466.80 (line b divided by line d) Total Cost per Bedroom 22,745.80 (line c divided by line d) Total Public Cost per Person 2,311.20 (line b divided by line f) Total Cost per Person 15,163.87 (line c divided by line f) 11. Does the proposed project pay property taxes? Yes X No If property taxes are not paid, does the proposed project make a Payment Zn Lieu of Taxes? Yes __ No __ Zf "yes", what is the percent of full taxes paid? % and amount paid $ 1,804 5 12. Zf partial funds are awarded, will the project/program continue? Yes. X No ~ Zf yes, at what level? The program will not be able to continue as envisioned. The scale of the improvements and upgrading will be curtailed. If no ftmding is awarded, the apartments will be completed on a revised time-line over a five to six year period. The costs of such work will be recovered in the rent charged over a seven to nine year period in the rent charged. 13. Program regulations require a 25% match for HOME fundinq only. Describe how your organization or the proposed project will help the City of Zowa 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 l~roject wi// meet this matching requirement without the use of City funds. Local HOME Funds Requested $ x .25 = $ Local Match State HOME Funds Requested $ x .20 = $ State Match Not applicable to this request. ECT ON 3 -- Feasibility 14. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). P/ease Note: If funded, this schedule will be used for any oroject aclreernent for the use of CDBG I HONE fundinq. Date Description of Activit', July I, 2U01 Beginning ofCi~/Fiscal Year and Prt~iect Start Date Jul}/Aug20()l [s~,uing of project agreemcnt anti col/tract ,,i~ning h\ I'hc Salvation /\rm\ headquarters, m Chicago September 200l Bidding on doors, ,,~indox,,s and main door securit\ Painting, aparm~cnt I coilqnlcnces October 2001 Work on doors, windo\,,s and seentit? s,x, stem Bidding on electrical ~ork. Painting, apartment 3 comnmnces November 20Hi Install new lighting and cabinets in bathrooms December 2001 Bidding on flooring. January 2002 Painting, apartment 2 and hallway commences February 2002 Flooring installed 15. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Zowa 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). By keeping rents between 70 to 75% of Fair Market Value, The Salvation Army will be offering qualit/ affordable rental housing annually for t~vo to three families. To further extend tbeir budgets, these families will also be able to readily avail themselves of the other services the Salvation Army offers - such as the evening meal, potato distribution and its varioos material assistance programs. Also, its staff' will be available to provide, as needed, guidance to tenants. Those families who are in the process of applying for Section 8 housing would' find these apartments more affordable and less of a burden upon their household income. For those families wbo are on Section 8, rent at 70 to 75% of Fair Market Value will mean that the household will have less of its after tax income going toward rent, and therefore available for other family needs and savings. For the City, it also means less Section 8 funds will be needed on a monthly basis to cover the Section 8 portion. 7 16. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGIHOHE 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. As a not-for-profit organization, The Salvation Army does not seek to use the apartments as a profit adventure. Once their purchase and initial renovations costs are satisfied, The Salvation Army's overhead costs will diminish substantially. It will be in the position of being able to decreasing the rent toward the 70 to 75% of Fair Market Value. At such time, the primary concern will be to ensure that the rents will be sufficient to cover oilgoing maintenance and upkeep costs, property insurance and property. taxes, as well as funds to cover the utility costs associated whh using one of tim three apartrecurs t~3r short-term famiJx, emergencies. It is amicipated that the rate of rent iI~creases oxt:r tile coming decade x~il[ be bclox~ the mt]ation rate I lel~cc m six to eight years. it is anticipated that gap bern, con tile rout charged and the Fair Market Value will grox~ each \car '1 he gap xfil[ increase signi~cantl)ollce tbc mortgage is retired I hcreforc. %x ith the elimination of the need to make a profit, aud the retiriug of lhc mt~llgage. The Sab, ation Arm,, x%ill be in a position to provide afi~rdable housiu~ aud support tbr two to three small Pamilies Z7. Are all funding sources needed to complete the project secured (subject to written verification)? Zf not, please describe below the time frames for other funding awards. Funding for the primary expense - the cost of purchasing has already been secured through The Salvation Army's capital reserve fund in Chicago and a 13-year mortgage at 5% from The Salvation Army Central Territorial Headquarters. The mortgage costs associated with the apartments is currently being recovered through the rent being charged for the apartments through to 2012. If the unit is able to allocate 5 to 10% of future estate gifts between 2004 and 2008 (question it9) toward the apartment portion of the mortgage, the mortgage could be retired as early as 2009. Volunteers will be secured and scheduled during the summer and fail to assist painting and the installation of cabinets and some of the lighting. NOTE TO HCDC: REVIEW ATTACHED PROFORMA A5 PART OF THE FEASIBILITY SECTION 8 SECTION 4- Impact l Benefit to the Community 18. Zn the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. The work being done is a rehab project. The work will include: · New entrance door security system, $1,100 · Improved lighting- better lighting and less heat generating in hallway, $196 · Upgraded and repairing lighting in apartments - $150 · New doors in the apartments - current doors are thin pl.,,~ood paucl doors. $1, 110 · New flooring common hallway and apartments. S4.548 · Nc~ bathroom lighting and cabinets both need improving. 5620 · P, cpamtmg of the the apartments and common hall\~a>. $~35 · Appliances replacement. $i.950 · Wmdox\s replace several poor sealing %~indows. S7.350 19. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of low-moderate income households in the Census Tract\Block Group and how the project will promote diversitlt within the neighborhood. This project will assist low-moderate income small households with housing. Our intention is to have the rent lower than Fair Market Value. With the help of a CDBG grant, there is less pressure to increase rent to pay for renovations and diminishes the amount of funds needed in the near term to be set aside in a sinking fund for future repairs. Without such fnnding, it will be more difficult for The Salvation Army to achieve its goals in the near and intermediate future to the reut move toward 70 to 75% of Fair Market Value fi3r similarly eqnipped units, As such a geater portion of the rents collected will need to set aside to replace appliances, flooring and future repairs. Since only three units are involved in this project, the project does not have the potential of promoting diversity within it's the project itself. The project will add in a small way to the number of quality and below marki:t units that are available in the City. 20. On the map provided, please show the location of the proposed project. The map was missing. See attached map used by The Salvation Army. 21. Also, please indicate the number of persons or households that will benefit from the proposed project by income categoqt (see attached table for. local Income Circle Persons or Households Number between 0 - 30% median income persons or households (a) Number between 31 - 50% median income 1 persons or households (b) Number between 51 - 80% median income 2 persons or households (c) Number between 80 - 100% median income persons or households (d) Number over 100% median income persons or households (e) TOTAL 3 Persons or Households (f) Percent LMI 100 (lines (a+b+c) divided by line f) 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. units to be rehabilitated). The key element that the project is working toward is to assist two to three low-moderate income small households with affordable housing. A longer-range goal is to set aside the one bedroom unit to assist families with short-term emergencies due to natural disasters, fire or evictions. The projects will be meet xvhen the units are housing affordabl? hoaseholds whose income is below 70% of the median income. I'o help facilitate the housing of targeting low moderate inconm small households x,,l~o are in need o~' support. The Salvation Army will be designing criteria and processes to this end It is not in a position to bc able to fully outline the program since legal issues and a screening system needs to be designed so that The Salvation Arm.,, is not offering inexpensive housing to households who could affnrd Fair Market Value tillits 23. Please discuss how these outcome data will be met by the proposed project. The outcome data will be determining the household income at the time of application for housing. Also, to the scope t_hat is permitted by law, preference is given in the screening process to the targeted group. 10 SECTION 5 -- Caoacityl History of the Applicant 24. Please list amount of CDBG and/or HOHE funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal yearJuly 1 to June 30) Fiscal Year Funds Received Budgeted Amount Amount Expertdeal (to date) FY99 (July 1998 - June 1999) 8,550 8,550 EY00 (July 1999 - June 2000) 52,712 52,712 FY01 (July 2000 - June 2001) Nil Nil 25. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No . Zf "NO" please explain. 26. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. This is The Salvation Army's third CDBG funding request. The first grant assisted with the processing of and distribution of deer meat. The second grant assisted with equipping its kitchen and renovating its social service areas. The second grant was not completely expended by the end of the year due to timing issues between architectural drawings, inspection and timing of each phase. and contractor bidding and scheduling. But the second project was completed soon afterwards. With both requests, the guidelines were followed and the funds expended as per CDBG guidelines. It is felt that this project is one that is simple and straightforward. Architectural designs are not necessary. Further, given the nature of the work, installers and volunteers can complete the bulk of the work quickly and in an orderly fashion. The Salvation Army believes that this provides evidence of the organization's capacity and experience to undertake' this type of project and to complete the project within the timetable and budget DUE January 22, 2001 by 12:00 noon - NO EXCEPTIONS City of Iowa C/ty Department of P/ann/n,q and Commun/ty Deve/opment 41 O E. Wash/ngton Street (319) 356-5230 stephen Ionq@iowa-cib/.orq Proforma Spread Sheet I ~ I ' ~ FY02 CDBG and HOME Rental Housing Project~s i ~ ! ..... Line Description Symbols YR1 YR2 YR3 YR4 YR5 YR6 i YR7 YR8 F YR9 + YRI0 Revenues ~ ~ ~ ~' i 14 Net Operating lncome 1221600 $ 12417~8 12.62109 $ 12B2774~ 1303716 $ 1324935 $ 13 464 32 ~1~ 68210 ~90268 $ 14~260e 16 Debt Se~i~ Subordinate Modgaqe(s) $ $ ~ s ~ s ~ ~ $ 18 Cash Flew :c. $ 2756~ 295718 ~ 316109 422210 444268($ 46~09 18(b) Equity Investment In Proje~ s ~oooooo ~ ~oooooo s ~oooooo ~oooooo ~s ~oooooo fa~ LIne YR1 YR2 YR3 YR4 ' YR5 ~ YR6 YR7 YR8 ; YR9 YR10 ~!u- ~ Determlnlnq Taxes i i 77 20 Cash Flow CF $ 275600 $ 2.95718Ji 316109 $ 33677~:5 35 16 $ 378935~$ 400432 $ 422210 $ ~44268 4~ 26 X Tax Rate (35% or 0%) x~TE 0% 0% 0% 0% 0% 0% 0% 0% 0%~ 0% Cash Flow After Tax ~ ' ~ t ..... LIne Total Benefit Analysis ~ ~ ~ _ _ ! , I .... m ...... 33 Low Income Housing Tax Credll ,LIHTC $ $ $ $ I $ ~ 35 TotalBene~tsA~erTax(NCFAT) =NCF~Tx 2 $ 295718 i 316109 $ 336774i$ 357716 $ 378935 , 400432 5 422210~$ 444268]$ 4~09 THE SALVATION ARMY 1116 Gilbert CobtrI / lou,a Ct'(l'. Iowa 52240-4515 Qf/}'ce: 3 19-33 7-3 725 Fa.v .319.~.g7-7114 t,,t,,,h,,i ,H h'v,',~ January 19, 2001 Community ltousing and development board City oflowa City 410E Washington Street Iowa City IA 52240 Dear Cowanittec Members, CD.B.G Application Enclosed, please receive our submission fo.r the above grant to be distributed June/July this year (2001). We at The Salvation Army are grateful that we can parmer with the City of Iowa City in your steps to ensure progress and a level of comfort in the lives of Johnson County residents. Pertaining to the breakdown of estimated costs, we have visited various contractor suppliers that sells the various products that we'll need for our rehabilitation, and from there estimated our costs. Please feel free to contact myself or our Development Director, Dave Sears in the event that questions arise. I trust that our application for the abovementioned funds receives your favorable a roval. -' Cornrkanding Officer Charles McCarty Apartment Renovation - Breakdown of Estimated Costs : Item Dollar Cost ..... Knchen. Hall and Bathroom Floors 39 sq yds ~ 13 90/sq ?d installed 543 Carpet. Lwmg Room and 2 Bedrooms - 60 sq yds. :t~ 15.85/sq .'.d installed 95 l Bi-tbld Doors for bedroom 2 sets 390 Windows I window replaced and installed, low energy wood/aluminum unit I, 150 Bedroom Lights - 2 sets. labor to be a gift-in-kind 60 Bathroom Medicine Cabinet with lights parts only, labor to be a girl-in-kind 190 Bathroom Towel Cabinet - pans only, labor to be a gift-in-kind 120 Paintin~ all walls. supplies only labor Iobc a gift-in-kin{ ...... 145 l,iving RtKIn~ Light, pans onl>, labor to be a gift-in-kind .... 46 Bedroom Doors - 2 doors, installed 480 Total )br Apartment I 5, 145 z~aHm~qcnt 2 · Km~cbcn, [~lthro,m and Ilai[~a) Floors 31 sq >ds ~7 1390, sq >d installed 431 Carpal. [ ~x In~ Room alld Bedroom 37 sq ?ds a 1585sq )d installed 587 Bcdroon~ L~ght pans. ~abor to be a gi~-in-kmd ~{I I Bathroom Medicine Cabinet xdth h~hls pans, labor to be~li-m-ktnd _ 19() Bathroom I owel Cabind - parts. labor to be a g~-in-kind 120 Painting. all x~alls & li~mg ceiling supplies only. labor to be a g~-m-kind I 15 Dishwasher 440 Total lbr Apartment 2 3,303 Apartment 3 Kitchen Floor. Bathroom ~d Hallway - 46 sq. yds ~ 13.90/sq. yd installed 640 Carpet 67 sq. yds ~ 1585/sq yd. installed 1,062 Windows - 4 windows. replaced and installed. low energy wood/aluminum unit 5,050 Bedroom Lights 2 bedrooms 60 Painting, selected are~ - supplies only, labor to be a giR-in-kind 20 Dishw~her 440 Total for Apartment 3 7,272 Hallway Securi~ System ~ replace current non-~nctional system I, 100 Carpet - 27 sq. yds. t 12.35/sq yd. installed 334 Lighting p~s, labor to be a gift-in-kind 125 Painting - supplies only. labor to be a gift-in-kind 55 Total tbr Entrance 1,614 Potal Costs = 17,334 CDBG and Jj Project Name: Emerson Point Type of Project: New Construction of 3,00% accessible affordable rental housinq for persons with disabilities and the elderly. ~ENERAL INFORMATION 1. Lead Applicant Name Emerson Point Limited PartnershiP Applicant Address P.O. Box 1226; 319 E. Washinqton St., #1Zl Zowa City, IA 52244 Contact Person Robert P. Burns, Burns & Burns, L.C. Title Manaaer Phone Number 319-338-7600 Fax Number 319-337-2430 E-mail Address burns@avalon.net Federal Tax Zdentification Number: 42-1483448 2. Secondary Applicant (if applicable) Applicant Address Contact Person Title Phone Number Fax Number E-mail Address 3. Type of Applicant (check one}: __ Community Housing Development Organization __ Private non-profit Organization ~X Private for-profit, individual or partnership applicant __ Public Organization, 4. Amount of Funds Requested HOME $ grant $ 275,000 loan CDBG $ grant $ loan SUB-TOTAL $ grant $ 275,000 loan TOTAL REQUESTS 275,000 5. Provide a brief description of the proposed project (p/ease limit response to this space). Emerson Point will provide 30 units of ]00% accessible, a~rordable rental housin~ for disabled households and cldcdy households ju a diverse neighborhood or housin~ types, incomes, and services. The housin~ will encourage and support tenants in achieving their highest dc~rcc oF independence by assistinS in the provision oF on- site support scrviccs. The project wiZ] include a large f'umishcd communit)~ room, a common scrvin~ kitchen, an exercise room, bull~ storage closets, a support services ot~cc, laundry on each floor, washer/dr~er hookups in each unit, a secured entrance, an emergency call system, and other amenjtics that will promote thc health and happiness tenants, The project wilt bc built on an in~ll lot in a well established neighborhood and does not require the c×tcnsion 2 of City water and sewer. All units will be leased to households with incomes below 60% MFI and at least 40% of the units will be leased to households with incomes below 50% MFI. With the City HOME loan of $275,000 the project will be able to leverage an additional $2,579,896. Iowa City HOME funds represent 9.6% of the total project costs. SECTION 1 - Need I Priority 6. 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. This project is needed to help fill the gap that continues to exist for accessible affordable rental housing for persons with disabilities and the elderly. This project will provide 30 units of quality accessible affordable housing that will be available to persons age 55 and older and persons with a disability. One hundred percent of the units will be rented to households with incomes at or below 60% of the area median income and all units will have rents at the HUD Fair Market Rent Level. Heather MacDonald, Chair of the Urban and Regional Planning Department at The University of Iowa and author of Assessing Iowa's Housing Needs: An evaluation of housing policy at the turn of the century, indicated, in a summary given to Bums & Bums, L.C., that Johnson Count)' DHS provided services to 1,134 persons with chronic or sever mental illness and 353 persons with mental retardation or developmental disabilities. Many of these individuals have extremely low incomes and according to Ms. MacDonald, they have some of the most acute housing needs of any group. Ms. MacDonald further indicated that, "Access to safe, decent affordable housing enables people with disabilities to live independently in communities. Iowa City's high housing prices, tight rental market and shortage of physically accessible units, suggest that the housing needs of people with either mental or physical disabilities are amongst the most urgent housing-related problems to address in the community." The majority of persons with disabilities in Johnson County are grouped into the category of small renter households and their housing needs are not specifically identified in the City Steps 2001-2006 Consolidated Plan. The housing needs of small renter households are of a high priority level according to the City Steps. This project will provide 30 additional accessible affordable housing units to the Iowa City housing stock, morn than any other recently constructed or proposed project, with the exception of Concord Terrace and Lexington Place, the first two phases of this planned development, which also consisted of 100% accessible units. This project is also needed in the community because it will offer support services in conjunction with affordable housing. A support service office will be incorporated into the building and Mercy Home Health and Successful Living will be providing on-site services to the tenants. Some of the services will be made available at no charge to the tenant and others at a reduced cost. On page 20 of the City Steps 2001-2006, the increasing need for housing with supportive services is identified due to the relocation of persons with disabilities to Iowa City. The City Steps 2001-2006 (page 21 ) further shows that there are 639 elderly households in Iowa City that are in need of supportive services. This project, Emerson Point, will offer on-site supportive services for persons with disabilities and the elderly. The City Steps 2001-2006 (pages 14-15), also indicates that there 433 elderly renters in lowa City with incomes less than 50% of the area median income. Additionally, of that population, 350 of them are cost burdened, indicating that additional affordable elderly rental housing is needed in Iowa City. A market study conducted in August of 2000 by Rick E Lewis, an independent market analyst, indicated that an additional 80 units per year of low income senior housing would need to be added to the Iowa City area housing stock just to accommodate population growth. A total of 470 low income senior housing units over th~ next three years will be needed to meet the demand generated from population growth and from seniors relocating to the market area. The Maxfield Housing Market Analysis and Demand Estimates for the City of lowa City recommends 325 independent senior housing units be developed by 2005. In December 1997 it was also estimated by the Maxfield report that an additional 185 subsidized/affordable senior housing units would be demanded through the year 2000. Now that we are in the year 2001 we can look back and see that we continue to fail to meet the housing needs of low income seniors, since only 66 affordable senior housing units have been added to the Iowa City housing stock. Even with the addition of the two affordable senior housing developments that are planned to be completed in 2002, the City will still be short of its year 2000 demand more than two years later 3 In the City Steps 1995-2000 it was estimated that an additional 425 units were needed to accommodate cost burdened elderly tenters. During that same time period, 1995-2000, the City did not see the construction of 425 affordable senior housing units, indicating that a substantial gap remains. Finally, City Steps 2001-2006, page 28,indicates that plans for 423 of the 475 senior-.speeific units that were indicated at being needed by the Maxfield study have been approved by the City since 1998 and that all of the units are under construction and will be leasing in 2001-2002. According to the City, 120 of the 423 approved senior- specific units arc the units that Burns & Burns, L.C. would like to build in the Walden Hills Subdivision. Concord Terrace, the first phase of 30 units, was reeeently completed and Lexington Place, the second phase of 30 units is under construction and will be completed later this year. However, Emerson Point and Foxboro Ridge have yet to be funded and construction has not begun on those units. If Emerson Point and Foxboro Ridge are not funded and able to complete construction, then the City will not be meeting 89% of the senior housing need as indicated on page 29 of City Steps. Instead, the City will be meeting only 76% of the housing needs for seniors in our community and that is if all of the other 303 units are built as well. To date, less than half of the 423 units that were expected to be operating by next year have been built. In other words, City Steps assumes construction of Emerson Point and Foxboro Ridge. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CZTY STEPS Plan and the Maxfield Housing Market Analysis. (P/ease specify the pne most applicable priority need and priority need level, as shown on pages 91-97 in CITY STEPS) In Table IV.2 of City Steps, the City estimates that $1,500,000 in federal funds will bc allocated to the City for 125 units of new rental housing construction between FY2001 and FY2006. This project will provide 30 units, or 24%, while only requesting 18.33% of the $1,500,000. The strategic plan of City Steps calls for the production of 200 units of new construction of affordable rental housing bet~veen FY2001 and FY2006. This project will provide 15% of the total production for this period. Paragraph IV.D. 1. of the strategic plan of City Steps includes the need to provide housing and supportive services to persons who are elderly and frail elderly and persons with disabilities. The plan defines housing and supportive services may include chore services, in-home support services, case management, education, dependent care, job training and employment services, mental health services, and other types of housing and services designed to develop independence and self sufficiency (financial counseling, nutritional counseling, assessment and intervention, congregate meals, services to prevent early or unnecessary institutionalization). Support services will be provided directly by the applicant or through coordinated efforts of the applicant, Successful Living and Mercy Home Health, both of which have made written commitments to support and serve the project. The project will include a support service office that will provide tenants with more convenient access to services. Successful Living and Mercy Home Health will hold regular office hours at the project site. The Maxfield H~using Market Analysis and Demand Estimates for the City of Iowa 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, which would include housing for persons witl~ disabilities, 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. Small Renter Households / Cost Burden > 50% High (income 0-30% and 31-50%) Priority Need (One most applicable) Priority Need Level (Nigh, Medium or Low) The project is also needed because it will address the nccd for housing for elderly cost burdened households, which is designated at a medium priority nccd level for the Iowa City conrununity. Additionally, this project will help addrcss accessibility needs, which is also designated as a high priority need. Emerson Point will be 100% accessible, which means that not only will persons with current disabilities be able to fully enjoy quality affordable independent living, but also all tenants, as they age in place, will bc able to access all of the units and the common areas. The necd for affordable accessible housing for persons with disabilities is great Heather MacDonald, Chair of the Urban and R~gional Planning Department at The University of Iowa and author of Assessing lowa's Housing Needs: An evaluation of housing policy at the tam of the centary, indicated in a statement given to Bums & Burus, L.C., that the housing needs of people with disabilities are amongst the most urgent housing-related problems to address in the Iowa City community. The following is list of additinnal priorities that will be addressed and their priority ranking. CiW STEPS Priority Need Priority Need Level (High, Medium. Low) 1. Renter/Small/Cost Burden >30% 1. High (income 0-30% MFI) 2. Renter/Small/Cnst Burden > 30% 2. High (income 31-50% MFI) 3. Renter/Small/Overcrowded 3. High (income 0-30% MFI) 4. Homeless Needs/Permanent Housing 4. High (individuals) a. New construction 30 units rental housing for persons with disabilities and the elderly 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/Small/Overcrowded 5. Medium (income 31-50% MFI) 6. RentedElderly/Cost Burden >30% 6. Medium (income 0-30% MFI) 7. RcnterfEIderly/Cost Burden >30% 7. Medium (income 31-50% MFI) 8. RentedElderly/Cost Burden >30% 8. Medium (incomes 51-80% MFI) 9. Renter/Elderly/Cost Burden >50% 9. Medium (income 0-30% MFI) 10. Rcnter/Elderly/Cost Burden >50% 10. Medium (income 31-50% MFI) 11. Renter/Elderly/Cost Burden >50% 11. Medium (incomes 51-80% MFI) 12. Renter/Elderly/Overcrowded 12. Medium (income 0-30% MFI) 13. Renter/Elderly/Overcrowded 13. Medium (income 31-50% MFI) 15. Renter/Elderly/Overcrowded 15. Low (incomes 51-80% MFI) 16. Handicapped Services 16. Medium a. Provision of support services that include financial and nutritional counseling to assist residents with achieving self-sufficiency, healthful living, and in maintaining their housing. b. New construction of housing with common areas designed to accommodate services for persons with disabilities and the elderly. Common areas include a kitchen, dining area, public restroom, conversation lobby, reading library, audio-vidco library, laundry on each floor, exercise room and limited access entry with intercom to each unit. c. Central mail delivery area off conversation lobby to encourage interaction of residents and to monitor pickup. d. On site office for site manager to identify individual needs of residents. 17. Accessibility Needs 17. High a. All 30 units are 100% accessible new construction rental housing for persons with disabilities and the elderly. 18. Senior Services 18. Medium a. See the provisions listed under Priority 16. 19. Homeless Prevention a. Through the provision of financial counseling this project will assist low-income households in maintaining and retaining their existing housing. 5 SECTZON 2 -Leveraaincl Resources 8. If a loan* is requested, please indicate the applicable loan terms: Rate Yqar~ 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) All loan terms are subject to negotiation and/or modification by the HCDC or City staff. 9. Zn the space below, please provide the proposed sources and uses of funds for the projecL Znclude all funding requested for the proposed project to be completed (e.g. infrastructure improvements). Where possib/e please provide third party documentation for project costs. PROJECT USES COST THIRD PARTY DOCUMENTATION Construction 1,877,680 Moore Const. Co. Construction Management) Construction Contingency 25,000 Moore Const. Co. Construction Management) Architectural/Engineering 95,134 Burns; K. Moser; Van Winkle Jacob) Third Party Inspection/Davis-Bacon Compliance 11,892 Van Winkle Jacob Engineering) Surveying/Platting/Environmental 12,150 MMS Consultants & VanWinkle Jacob Engineering) Construction Interest 90,448 Hills Bank & Trust Co.) Construction loan fee 22,839 Hills Bank &Trust Co.) Permanent loan fee 4,200 Hills Bank &Trust Co.) Real Estate Legal 10,000 Left, Haupert, Traw & Willman, LLP) Legal/Partnership 10,000 Morain, Burlingame & Pugh, P.L.C.) Accounting Cost Certification/Audit 19,750 RSM McGladrey, Inc.) Tax Credit Fees 23,897 Iowa Finance Authority) Reproductions Plans and Specs. 8,000 (Technigraphics, Inc.) Market Study 10,000 (Rick E. Lewis, MBMAnalyst) Site &Development Appraisals 5,000 (Cook Appraisal Commercial Valuation Research) Property Taxes during Construction 5,000 (City Assessor) Land 238,500 (Southgate Development Inc.) Organizational 500 (Morain, Burlingame & Pugh, P.L.C.) Developer Fee/Overhead 321,325 (NCSHA, IFA, IDED Guidelines) Initial O&M 63,581 (National Management Corporation & IFA) Total Uses $2,854,896 PROJECT SOURCES IDED-HOME Loan 700,000 (Application Due June 2001) City of Iowa City HOME Loan 275,000 (This Application) Hills Bank &Trust Co. 210,000 (Commitment dated January 18,2001 )* Equity from Affordable Housing Tax Credit 1,647,057 (Commitment dated January 18, 2001)* Hills Bank and Trust Co/Waived loan fee 22,839 (Commitment dated January 18,2001)* Total Sources $2,854,896 * Commitment letters available upon request. 6 10. Please complete the table below showing the types and amounts of funding being requested for the proposed project, Funding Source and Type of Funds Amount of Funding Requested Iowa City CDBG or HONE Funding (public) $275,000 State of Iowa HOME (public) $700,000 Iowa Finance Authority (IFA)- non-LIHTCs (public) City of Iowa City - Tax Increment Financing (public) City of Iowa City - Tax Abatement or Exemption (public) IFA -- Low Income Housing Tax Credits (public) $1,647,057 Other Public Resources (public) Applicant Contribution of Equity (private) Private Lender Financing (private) $210,000 Private Foundation(s) (private) Volunteer Labor and/or In-kind Donations (private) $See paragraph 12c. Other Private Resources (private) $22,839 Amount of Private Punds $ 232,839 (a) Amount of Public Funds $2,622,057 (b) TOTAL PRO.1ECT FUNDTNG $ 2,854,896 (c) (sum of lines a and b) Number of Bedrooms 32 (d) Number of Publicly Assisted Bedrooms 32 (e) Persons Assisted (# of bedrooms x 1.5) 48 (f) Requested Public Subsidy Per Bedroom __$81,939.28' (line b divided by line d) Total Cost per Bedroom $89,215.50' (line c divided by line d) Total Public Cost per Person $54,626.19' (line b divided by line f) Total Cost per Person $59,477.00 (line c divided by line f) There will be $9,166.67 of Iowa City HOME funds per unit and these funds, representing only 9.6% of total project costs, will leverage an additional $2,579,896. * See explanation on level of public subsidy in response to question # 16. If the purpose of breaking down cost per person is to compare projects, the application is skewed in favor of large family units to the detriment and exclusion of single person households such as persons with disabilities and elderly. 11. Does the proposed project pay property taxes? Yes X No __ If property taxes are not paid, does the proposed project make a Payment Zn Lieu of Taxes? Yes __ No __ If "yes", what is the percent of full taxes paid? __ % a.damo..tpa,d$ 12. Zf partial funds are awarded, will the project/program continue? Yes __ No X If yes, at what level? a. 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. For every dollar less of City HOME funds, the applicant will lose $3 in State HOME funds from lowa Department of Economic Development (IDED). State funding sources are expecting local communities to lead the way and the ability to secure State funds depends on the City's identified commitment in the form of local funding. An application for Low Income Housing Tax Credits (LIHTC) will be made to the lowa Finance Authority in the spring of 2001. Permanent financing and construction financing has been committed by the Hills Bank & Trust Company. The construction loan origination fee will be waived by the Hills Bank. b. The project leverages human resources by providing affordable housing in conjunction with supportive services. Attached to this application are letters form local support service proriders, Successful Living and Mercy Home Health, that have made a commitment to provide services on-site to tenants of this project. Arrangements are being made for some services to be delivered free of cbarge to the tenants and others at a reduced fee. A variety of services will be offered, which may include support groups, budget development and management, chore services, wellness clinics, nutritional and financial counseling, medication management, personal care services, pastoral services, life skills development, resource coordination, and others. Utilization of support services will be voluntary. It is the hope of the applicant the support service providers that tenants who need supportive services will have greater access to services since file support service providers will hold regular office hours at the on-site support service office. We anticipate that increased access to services will lead to greater utilization of services and hence healthier and happier independent living for tile tenants of Emerson Point. c. It is difficult to quantify the value of free services and donated time, but with the assistance of independent qualified professionals (support service providers and realtors) we have estimated the value of donated labor and facility space, over the affordability period of the project, to be in excess of $ 1.3 million dollars ($5,040 annual minimum value of donated labor and $21,856 annual value of donated space). Without HOME funds from the City of Iowa City both the addition of increased access to support services and affordable housing to the community will be lost. 3.3. Program regulations require a 25% match for HOME fundincl onlv. 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 ~rofect will meet this matching requirement without the use of City funds. Local HOME i~unds Requested $ 275,000 x .25 = $ 68,750 Local Match State HOME Funds Requested $ 700,000 x .20 = $ 140,000 State Match One source of match is provided. Hills Bank & Trust Company has agreed to waive the normal 1% loan origination fee for construction financing. This will provide $22,839 in eligible match. The Iowa Department of Economic Development has banked match sufficient to make up for State match. With the City HOME loan of $275;000 the project will be able to leverage an additional $2,579,896. SECTION 3 -- Feasibility 14. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). P/ease Note: If funded, this schedu/e will be used for any ~roiect aclreement for the use of CDBGIHOME fundine, Date Descriotion of Activity July 1, 2001 Beginning of City Fiscal Year and Project Start Date Current Status Site properly zoned and ready for development April-June 2001 Apply for Low Income Housing Tax Credits from Iowa Finance Authority April-June 2001 Apply for State HOME loan from Iowa Department of Economic Development August 2001 Award of tax credits and HOME f~nds August 2001 Issue Notice to Proceed with construction August 2001 First construction draw; begin expenditure of HOME funds September 2002 Complete construction; certificate of occupancy September 2002 Permanent financing put in place September 2002 Pay off construction loan; complete expenditure of HOME funds September 2002 Begin move-in of residents September 2002 Complete HOME regulatory compliance documentation and LIHTC project cost certification 15. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Zowa 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 xvill expand affordable rental housing by constructing thirty new, accessible dwelling units for disabled households and elderly households with rents at the HUD Fair Market Rents (FMR). Without the use of rental assistance, the 28 one-bedroom project rants (including utility allowance) 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 (including utility allowance) are affordable to a two person household at 52% MFI and to a three person household at 46% MFI. Percentage of MFI am based on 2000 income limits. The proposed rents will benefit households at an even lower MFI when 2001 income limits am released. 3.6. To help promote the efficient use of federal, state and local funding please describe how the project will maintain longer-term (in excess of CDBGIHOI4E program requiraraents) 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 affo/dability will be maintained for 20 years under the Iowa Department of Economic Development (IDED) and City HOME program. An additional affordability commitment will be made by the applicant for 50 years under the federal Low Income Housing Tax Credit program that is administered by the Iowa Finance Authority. This project rants will never be higher than the HUD Fair Market Rents during the HOME compliance period. The one bedroom rents for this project are currently more than $130 less than the average market rents in Iowa City and affordable to one person households at 47% of the area median income without the use of rental assistance. The level of public subsidy is needed because this project will provide accessible affordable housing to the persons with disabilities and the elderly. Therefore, this project will consist of mostly one-bedroom units. The Fair Market Rents that can be charged on three and four bedroom units that are typical of family projects are significantly higher than the FMR for a one-bedroom unit. The construction cost of additional bedrooms increases at a rate that is significantly smaller than the rate at which the FMR increases. When you build a family project the increase in cost per bedroom decreases as bedrooms are added because you do not have to add additional kitchens and bathrooms per unit, which are quite expensive. Additionally, affordable housing for persons with disabilities and tbe elderly requires the addition of an elevator, common space, specially designed 100% accessible units, and a sprinkler system, all of which add to the per unit cost of the project. Therefore, family projects, with more bedrooms, a smaller total cost per bedroom, and higher rents, can support a higher monthly debt service from a larger private market loan. 17. Are all funding sources needed to complete the project s~cured (subject to written verification}? If not, please describe below the time frames for other funding awards. Construction Loan Commitment in place January 18, 2001 Waived Loan Fee Commitment in place January 18, 2001 Permanent Loan Commitment in place January 18,2001 City HOME Application pending; Anticipated Award April 2001 State HOME Application Due June 2001; Anticipated Award August 2001 LIHTC Application Due June 2001~ Anticipated Award August 2001 LIHTC Equity Commitment in place January 18,2001 All funding sources needed to complete the project are not secured. The State funding sources are e×pecting local communities to lead the way and the ability to secure State funds depends on the City's identified cbtranitment in the form of local funding. The City HOME funds are a necessary first component. Without City HOME funds additional State funds cannot be leveraged. IDED specifically sets aside State HOME funds for projects using low income housing tax credits. NOTE TO HCDC: REVIEW ATTACHED PROFOR/vIA AS PART OF THE FEASIBILITY SECTION SECTION 4- iml act l Benefit to the Community :t8. In the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. The project will involve the new construction of 28 one bedroom units and 2 two bedroom units in a three story building with an elevator. All 30 units will be assisted with public funds. The project will be 100% accessible to persons with disabilities and will include such amenities as a limited access entrance, large storage areas for each unit, an on-site support service office, a large furnished community room, a common serving kitchen adjoining the community room, accessible laundry facilities on each floor, washer/dryer hookups in each unit, an emergency call system, an on-site manager's office, a salon, an exercise room, library, game lounge, and a gazebo. The building will be the third phase of a planned four phase project already approved unanimously by the Planning and Zoning Commission and City Council. The four phases will include a total of 120 units and will offer a smaller community environment within a diverse neighborhood that is close to services such as Fareway grocery store, Hartig pharmacy, University of Iowa Community Credit Union, restaurants, churches, and medical offices. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of low-moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. Diversity will be achieved through the Planned Area Development Plan that has been approved by the City Council for the 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 other phases of 30 units each), single family (46 units), four-plexes (44 units), six- plexes (12 units), threc-plex (3 units), eight-plex (8 units) and duplexes (16 units). Most of Walden Hills has already 10 been constructed. The housing developed in this census tract is extremely diversified, including some of the most expensive homes in the Iowa City area as well as affordable narrow lot, more economically priced, single family homes. Furthermore, diversity will be achieved through integration of households with varying incomes and abilities into the Walden Hills Subdivision. PrioriW for all vacant units will be provided to households with 0-30% median family income (MFI). If all applicants with incomes 0-30% of MFI have been served then applicants with income 30-60% of MFI will be offered the vacant units. The census tract that includes the Walden Hills Subdivision had approximately 74% (3108 of 4213 households) low to moderate income households. However, since 1989 when these numbers were gathered, this census tract has seen a large increase in the number of owner occupied large single family homes and a significant increase new construction in general. This census tract now includes such areas as the Walnut Ridge Subdivision, where the homes are in excess of half a million dollars. It seems reasonable to assume timt this census tract has become more income diversified over the last decade. 20. On the map provided, please show the location of the proposed project. Please see the attached map. 2~-. Also, please indicate the number of persons or households that will benefit from the proposed project by income category {see attached table forlocallncorne Guidelines). Circle Persons or Households Number between 0 - 30% median income 30 persons or households (a) Number between 31 - 50% median income persons or households (b) Number between 51 - 80% median income persons or households (c) Number between 80 - 100% median income persons or households (d) Number over 100% median income persons or households (e) TOTAL :~0 Persons or Households (f) Percent LM1 100% (lines (a+b+c) divided by line f) Priority for all vacant units will be provided to households with 0-30% median family income (MFI). If all applicants with incomes 0-30% of MFI have been served then applicants with income 30-60% of MFI will be offered the vacant units. 22. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working toward_s (e.g. units to be rehabilitated). Outcome data and key elements: 1. Prov!de decent, safe and sanitary housing. 7. Provide senior services. 2. Provide affordable rental housing. 3. Eliminate cost burden of; 8. Provide for accessibility ' needs of elderly and - small tenter households handicapped. - elderly households 4. Eliminate overcrowding of: 9. Provide affordable housing in a diverse - small tenter households neighborhood. - elderly households 5. Assist homeless seeking permanent housing 10. Encourage persons with disabilities and elderly to achieve highest degree of self-sufficiency. 6. Provide handicapped services. 11. Provide independent living to allow residents to age in place. 12. Aggressively pursue funding for affordable housing 14. Ensure that suitable undeveloped land is zoned for from federal, state, and private sources to higher densities (City STEPS strategy) supplement City efforts. (City STEPS strategy) 13. Utilize Low Income Housing Tax Credits for 15. Pursue infill development of non-conforming lots development of affordable housing units (City (City STEPS strategy) STEPS strategy) 16 Meet all National Objectives of the HOME program. 23. Please discuss how these outcome data will be met by the proposed project. How the outcome data will be met: (the numbers correspond to the objective number above in question #22) 1. New construction of 28 one bedroom and 9. The housing is located in Walden Hills Subdivision 2 two bedroom dwelling units that will contain 249 dwelling units of diverse housing types and income levels. 2. Rents at HUD fair market rent. 10. All dwelling units are handicapped accessible and coznmon areas are designed for support services. Provision of support services. 3. Priority for vacant units to households with 0-30% l 1. Residents will find the need to use support services median family income (MFI); without rental offered in common areas. 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 12. Project combines four other sources of financing, conversion. federal, state and private, that leverages $9.38 for every $1 of City funds. 5. Priority for vacant units to homeless moving from 13. Low Income Housing Tax Credits will be applied transitional housing. for in spring 2001. 6. New construction of common areas designed to 14. Walden Hills Subdivision was rezoned from RS-5 to accommodate services for persons with disabilities. OPDH-8 with diverse housing types. Commitment of services from Successful Living and Mercy Home Health. 7. New construction of common areas designed to 15. Walden Hills Subdivision developed 40 acres of accommodate services for persons with disabilities infill, marginal agricultural land. and the elderly. Support Services will be offered on site and support service agreements will be made with Successful Living and Mercy Home Health. 8. All 30 dwelling units are accessible. 16 a. HOME objective - Safe and decenl affordable bousing. Projecl - new constmctio_n, 30 dwelling units for persons with disabilities and the elderly at FMR. b. HOME objective - must benefit persons/households below 80% median family income (MFI) Project - all units will be leased Io households below 60% MFI. c. HOME objective - 90% of HOME assisted units must be largeled to persons/households below 60% of median fatnily income (MFI) Project - priority of all vacant units Io households 0- 30% MFI and Section 8 cenificales 40% of units leased (o households below 50e/o MF1. 100% of units leased 1o households below 60% MFI. 12 SECTION S -- CaDacitYlHistorY of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July I to June 30) Fiscal Year Funds Received Budgeted Amount Amount Expertdeal (to date) FY99 (~uly 1998 - 3une 1999) FY00 (3uly 1999 -]une 2000) $275,000 $275,000 FY01 (July 2000 - 3une 2001) $275,000 $0' * Phase II is under construction, on schedule, and in rcgulatory compliance. All prior projects have bccn completed and are in regulatory compliance. 25. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including ~ny CDBG and/or HOME funded projects? Yes X No __. If "NO" please explain. 26. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. Ownership and management is based in Iowa City at the office of the general parmer, Bums &'Bums, L.C., by Robert P. Bums, member/manager and Jesse D. Bums, member. They have developed 1,316 units of affordable housing, 244 in Johnson County and currently manage and own 1,046 units, 203 in Johnson County. Robert P. Bums is an architect, real estate developer and property manager with affordable housing experience since 1978. Jesse D. Bums is a real estate developer and property manager since 1993. Together Bums & Bums represent two generations, one with over 20 years experience in affordable housing and the other with youthful dedication to carry on well into the future. Bums & Bums has developed 41 affordable housing projects using multiple sources of financing and each one has been completed on time and within budget. Robert P. Bums has been invited to speak on housing issues by the Iowa Legislature and Iowa Department of Economic Development. Robert P. Bums is a member of the Govemor:s Housing Tax Force. Costs are documented, support service commitments are in place and the project is ready to proceed. Additionally, Alaina Welsh, staff at Bums & Bums, L.C., has experience in addressing the special needs of persons with disabilities and the elderly. Financial commitments have been received in writing from the following sources for the terms and amounts shown: *1. $210,000 loan, 9%, 15 yr. term, 25 yr. amort. Hills Bank & Trust Company January 18, 2001. *2. $22,839 waived loan fee from Hills Bank & Trust Company January 18, 2001. *3. $1,647,057 LIHTC Equity January 18, 2001. *4. 2,283,917 construction loan Hills Bank 8.: Trust Company January 18, 2001 * Commitment letters available upon request. The award of City HOME funds will document local support that is required in applications for Low Income Housing Tax Credits and State HOME funds that will bc submitted m the spring of 2001. City HOME funds would be the catalyst for other financing. Proforms Spread Sheet FY02 CDBG end HOME Rental Housing projects 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Line Deacriptioe Symbols YR1 YR2 YR3 YR4 YR5 YR6 YR7 YR8 YR9 YRIO YR11 YR12 1 GrossRentallncome +G. RENT 144,912 147,810 100,766 153,782 158,857 159,995 163,194 166,458 ~,788 173,183 176,647 180,180 2 OtherIncome + O. INCOME 2,440 2,489 2,563 2,640 2,720 2,801 2,885 2,972 9,061 3,153 3.247 3,345 3 Tenant Contributions + T. CONTRB, 0 O 0 0 0 0 0 O 0 O 0 0 4 GrossRevenues = G, INCOME 147,352 150,299 153,330 156,422 159,577 162,796 155,080 169,430 ,>,848 176,336 179,894 183,525 5 Vacancy Loss -VAC (8,695) (8,869) (0,045) (9,227) (9,411) (9,600) (9,792) (9,988: ),187 (10.391 (10,509 (10,811: Of, stating Expenses 16 Cebt Service (second mortgage) IFA 0 0 0 0 0 0 0 0 0 0 0 0 Cash -on _ Cash ROI 10 Cash Flow divided by Equity Investment 0.40% 0.41% 0.42% 0.43% 0.43% Equity Investment in Project ~,Line Symbols YR1 YR2 YR3 YR4 YR5 YR6 YR7[ YR8 YR8 YR10; YR11 YR12 Determining Tlxes 21 Deprecietio~ Expenses - DEPR (91,501) (01,501) (91,501) (91,501} (91,501) (91.501) (91',501 (91,501} 1,501 (91,501 (91,501 (91,501 22 Amortization of Fees - AMORTZ 0 0 0 0 0 0 0 0 0 0 0 0 23 PrincipalPayments +P 11,243 11,552 11,883 12+237 12,617 13,024 13,462 13,934 ¢,441 12.~87~~ 15,578 16,216 ~ 25 Earnings (Loss) Before Taxes = EBTx (67,564) (67.084) (66,475) (65,861) (65,239) (64,610) (63.971) (63,321} 2,658 (61,980 (81~85 (60,570 26 xTsx Rate (35% or 0%) x RATE 35.00% 35.00% 35.00% 35.00% 35.00% 35.00% 35.00% 35.00% ;.00% 35.00% 35.00% 35.00% (SAVINGS) i 7,354 Ca,h Flow A~er Tax 29 -TA×(+SA 23.882 23,479 23.265 23.05, 22.513 22,300 22.182: 1..30 21,893 21..50 21.200 30 Cash FIow After Tax =CFATx 30,276 30,224 30,167 30.087 ~ 20,858 29,701 29,517i B,302 20,055 28,773 28,454 ~Line Total Benefit Analysis 31 Cash Flow After Tax CFATx 30,276 30,224 30,187 30,087 29.084 20,856 20,701 29,5171 ~.302 29,055 28,773 28,454 32 Rahsbilitatio~ TIX Credit + RTC 0 0 0 0 0 0 0 ~! 0 O 0 0 i 33 Low-Income Housing Tax Credit + LIHTC 209,606 209.606 209,606 200,606 200,606 209,606 209.606 200,60 ~,605 209,606 0 0 35 Total Benef~cs After Tax -- NCFATX 239,882 230,830 239,773 238,693 239,590 239,462 239.307 2,' , 238,861 28,773 28,454 35 Return on Investment ROI 14.56% 14.56% 14.56% 14.55% 14.55% 14.54% 14.53% 1 14.49% 1.15% 1.73% 2014 2015 2016 2017 2018 2019 2020 2021 YR13 YR14 YR15 YR16 YR17 ¥R18 YRlg YR20 183.783 187.459 191,208 195,032 198,933 202.912 206,970 211,109 (11,027) (11,248} (11,472) (11,702) (11,936) (12,175} (12,418) (12,667) 176,202 179,760 183,391 187,095 190,875 194,731 198,665 202,880 7,609 7.917 8,075 8,237 8,401 8,569 8,741 46,916 46,782 48,614 46,409 46,165 45,882 45,557 45,188 YR13 YR14 YR15E YR16 YR17 YRI" YR19 YR2~J (59,832) (59,069 (58.275) (57,448) (55,582) (55,673) (54,715) (53,702 28,095 27.694 27,248 26,7541 26,207 25,806 24,946 24,222 o o o o o o o ,,it, M E RCY .... Alaina Welsh m~rl Your HEALTFI' 319 E Washington St. Suite 1] I January 19, 2001 Iowa Ci~, Iowa 52244 Affordable Houston for Iowa Dear Ms. Welsh, Alaina Welsh Burns & Burns, L.C, General Partner 319 E. Washington St., Suite 111 we are ucding :n suppor~ ofyoLzr p opo ed housing project Foxborn Ridge and Emerson Point. PO Box 1226 Although there have been man> efforts to address the housing needs of low income persons tn Iowa CiiT. iowa City, iowa 52244 there continues eo bca great disparit~ between he amottnt oEquaii~ affordable rental housing that is availabin ;o the elderly and persons with disabilities and the amount that is needed Furthermore, on a dail2~ RE: Affordable Housing for Iowa City Dear Ms. Welsh. We were excited to hear about your plan to build affordable rental housing with We are writing in support of the proposed housing proiceL Foxborn Ridge and Emerson supportive services for low income J3ersons with disabilities and the elderly. Your plans Point, which wil[ provide accessible affordabie rental housing to the elderly and persons to develop an additional 60 tmlts of 100% accessibie housing that will be targeted to vet7 with disabil?ties in the iowa City commun?ty low-income persons with disabilities and the elderly w be a tremendous asset to the We feel that there continues to be an unmet need for quality affordable housing for the elderly and persons with disabilities in Iowa City Additionally, as a support service We are glad to be able to work with you n provjdthg on-site supportive services to the providers, we are aware of the many seniors and persons with disabilities that are in tenants of Foxboro Ridge and Emerson Point, We will hold regular office hours at the need of supportive services project site and will offer a variety of services ha will assist tenants in achieving their biBhost level of self-sufficiency We are excited about your proposed project and its plan to help address both the affordable housing and support services needs of members of our community. We are We look for~azd to working with yod o help meet the needs of low-income persons in pleased to offer our services on-site to your tenants and are willing to enter into a support service agreement with Foxborn Ridge Limited Partnership and Emerson Point OLLr commum~. If we can be o~'any ~uzther assistance, please feel free to call Lts, Limited Padnership The support service office you plan to incorporate into the new Sincerely voLurs, ~ project along with the help of our skiPled support service staff will provide tenants with~mm gre.terac=esstose ,=.sa.dw,,,e,pthe ,, ehea,,h,e..h.pb,erandmo e ~LL~.~'~ C,'%~7)~) ~ independent Hves Th. er:sa .K, op~tich We took forward to working with you as this project develops ]f we can be of any further Execu[jve Director Successf~I Ljvthg assistance, p~ease do not hesitate to contact us Sincerely yours, Thomas Clancy ~ Director of Nursing Mercy Bospital .214 Olu, u~kSt. Io, w~zO.,LrS,, IQ 52245 lDl'ume~r Fo~c: (:918) :gSG-O84'Z / 42 -~ ',3.% ""'-'-...-'-""'~) PROJECT SITE 4::,0 ~"'~,,i"' \,,, % "x., SITE PlAN ~Q' ~ u,~ ,..m m,-.~-,~'n,~ .--~-, ROHRET ROAD F-=-~ P"'~'~=-I:-'-'l PART V PRO3 ECTS WZTH DRAWN Request PUBLZC FACZLZTZES PRO3ECT United Action for Youth - Facility Acquisition & Rehab $ 200,000 p. 297 TOTAL $ 200~000 CITY OF IOWA CITY FY02 COMMUNITY DEVELOPMENT BLOCK GRA T b. Loan $_200,000 Grant $ 3. Name and Address of ApplicanUOrganization 4. Contact Person: Jim Swaim United Action for Youth Phone Number: 3~9-338-7518 410 Iowa Avenue Fax Number: 319-337-7999 Iowa City, IA 52240 Email Address: jswaim~iowacity.net 5. Location of Proposed Project: 6. Check CI~ STEPS Objective (only one).' Affordable Housing Needs 1820 Boyrum Homeless Needs iowa City, IA _X_ Public Facility Needs Public Se~ice Needs Economic Development Needs 7. Brief summaW of the proposed project (please use nnly the space provided below): United Action for Youth (UA~ proposes to purchase a facility to house its Youth Center, Teen Parent Program, and Counseling Office The current locations at 410 & 422 Iowa Ave have just under 6,000 square feet of space with about 1,000 square feet for storage. The teen parent program is not able to get licensed for more than respite care because of the limitations of the space. The Youth Center, while attracting between 40 and 90 youth per day as a drop in center is not able to host larger events or be a site for young people to gather evenings and weekends. The counseling rooms are adequate but we house several staff in each of the offices and have 3 rooms for meeting clients. UAY has looked at several propedies in recent months and approached Southgate Development about the prope~y at 1820 Boyrum. That properly offers a great potential in a conve~ed warehouse that was most recentiy used by NCS as a processing center and office. There are 18,500 square feet on a lot that is 60,000 square feet. The architect who designed the Youth Center, Randy Cram, of Bergland and Cram, has developed initial plans to conveal the building in two phases scheduling the nodh side of the strudure flint. At the completion of both phases, it is likely that the Teen Parent program would be housed in the nodh end of the stmdure, with child care space that could be licensed for fifteen infants and toddlere. The middle sealion of the building would house UAY counseling offices, space used by other youth se~ing agencies and UAY'S administrative office. The south end of the building wou~d house UAY's studio, teen-line volunteer center, peSofinance space to host live events by youth musicians and other a~ists, a dark room, adist studio, and exhibit space. UAY is also wowing to bid on a low frequency radio frequency to host KUAY as a teen run radio station, which would also be housed there. UAY would also make use of the open indoor area and outdoor area to develop some of the equipment elements it uses at the ropes course at MacBride Field Campus, where it conducts outdoor adventure based programs using the "Challenge by Choice" program. ~FCTI(~N I - N~.ed~Prinrity 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan and the Maxfield Housing Market Analysis. (Please specify the on9 most applicable priority need and priority need level, as shown on pages 9f-92 and 98-99 in CITY STEPS) This project addresses the need for a youth center as listed on page 98 of the CITY STEPS plan. This is identified as a high priority in this plan, which notes a long term objective of additional space, including youth recreational space organized and run by youth, This project will provide UAY with 18,500 square feet of space, with significant space available for UAY's Synthesis Electronic Arts studio, recreation space both indoom and outdoors, and space in which young artists can perform and entedain youth in a drug/alcohol/smoke free environment. The project allows UAY to move its entire location to a larger facility. It will also provide UAY's Teen Parent program with child care space that can be licensed and meet the needs of the 125 teen parents and 85 infants served in the program. Child care space is also a high priority in the CITY STEPS plan This project will allow UAY's Counseling staff to co-locate with staff from MECCA, DVIP, and others on cooperative programs like the recently developed Strengthening Families or the AmeriCorps Youth Development initiative. While the current location uses the conference room for many community meetings, such as case management, we cannot ~ccommodate additional staff in the buildings on Iowa Avenue. In recent months the City Council and general public have expressed concern with youth drinking and the need to create places where youth can gather socially. In addition the city is looking at ways to further enhance the area south of Highway 6, especially as it relates to services for youth. This project will allow us to extend the electronic ads and traditional arts programs, with several thousand square feet for performance and gathering space. __PHhlic Fanility' __Youth Center__ _High Priority Need Priority Need Level (High, Medium or Low) 9. Tell us why this project is needed (include information from studies\research or other supporting documentation) and how it fills a gap in the City's continuum of care as outlined in CITY STEPS. When UAY opened its Youth Center in 1988 we served 700 youth per year, around 400 in counseling and 500 in youth development programs, about 150 using the Youth Center regularly, In 1991 the Teen Parent program served about 70 teen parents and 40 infants and toddlers. In FY 2000 UAY served 2,224 youth, 323 parents, 124 teen parents, and 87 infants and toddlers. There were 497 youth in the counseling program, and 367 youth using the UAY Youth Center on a regular basis. While a significant amount of UAY's programs are offered in community settings, the numbers of persons using the Youth Center have more than doubled and we cannot enhance programs offered there without additional space. Examples of program enhancements sought are additional performance space where youth can gather for music and other cultural events, UAY's nationally recognized Synthesis program has received grants to develop artist/mentors to work in partnership with area youth artists, with several exhibits and performances planned in the coming year. Another opportunity is UAY's seeking of a low frequency radio station so that youth may operate and program a youth radio station, KUAY, which requires a small space for operating a radio station, The Teenline is currently housed in a small basement office. UAY's recreation on site is limited to a basketball hoop, which is mostly occupied with parking during the day. We utilize the ropes course at MacBride field campus, but several elements could be installed indoors and outdoors at this site, allowing us to do more team building/trust building programs in a convenient location, The Teen Parent program continues to have increasing demands. We now have two nurses working in cooperation with Mercy Hospital, and continue to rely on the small converted kitchen space as a health office. There was a 25% increase in teen parents this year and we have difficulty scheduling our groups without creating space conflicts for our other counseling needs. The child care space cannot be licensed except for respite and there is a growing shortage o,f child care opporlunities, especially for teen mores needing infant child care. Our play area is limited, and while we take advantage of area parks, it could be expanded SFCTICIN 2 - I P_v~,rq0irt0 10. Is the project requesting a grant or a loan? If a loan* is requested, please indicate the applicable loan terms: Type of Loan: (check applicable line) Amount Years Principal and interest (amodized loan) Principal and no interest (amodized loan) Principal and a balloon payment Conditional Occupancy Loan (future repayment) Declining Balance Lien (forgiven over time) _$200,000 15 __ * All loan terms are subject to negotiation and/or modification by the HCDC or City staff 11. List the amount of CDBG funds requested for various categories appropriate to your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. Please include the cost of an audit for at~y project over $300,000 and other items listed under Budget Considerations in the Subrecipient Guide. If other fur~ds are used to implement the project, please list the sources, state if the funds are in-kind or cash, ancl check if tt~e funds are anticipated or committed. rl(')CUMFNT COSTS WHFNFVFR PC)SSIRI F. PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget. BUDGET BREAKDOWN Please place an "X" in box that applies Type Status EXPENSE CATEGORY CDBG OTHER LIST SOURCE OF In- Cas Antic. Cornre. FUNDS FUNDS Kind h (e.g. salaries, acquisition, OTHER FUNDS rehab)lf possible, please prioritize the budget Property acquisition $200,000 $ X Properly acquisition $600,000 UAY equity X X Renovation $200,000 Board fundraising X X Renovation $400,000 Foundations/matching X X Architects drawings $5,000 Donation: Berg. &Cram X X Consultation and fees $5,000 X X Telephone &computer $25,000 Foundation X TOTALS $200,000 $1,235,000 20. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. -~FGTI~N 5 - Ca~Rcity~Histnry nf the ApplinRnt 21. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) FY99 (July 1998 - June 1999 Budgeted Amount $ _19700 Amount Spent (to date) $19700 FY00 (July 1999 - June 2000 Budgeted Amount $ _16873 Amount Spent (to date) $16873 FY01 (July 2000 - June 2001 Budgeted Amount $ _12975__ Amount Spent (to date) $ 6475 22. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes X No . If "NO" please explain. 23. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. UAY has prior experience in completing building projects to assist the development of the Youth Center The facility at 410 Iowa Avenue was purchased from the State Historical Society of Iowa in June of 1987, renovated from August of 1987 until April of 1988, winning a CDBG award for adaptive use of an existing building, The basement was improved in 1989 to house the teenline and volunteer offices. The adjacent proper~y was purchased in 1992, renovated for use by the teen parent program, which included adapting the kitchen to a health office, and creating a respite child care area in one of the former apartments. UAY raised $40.000 forthat purchase to match CDBG funds. plus grant funds for renovation. UAY's record of service delivery has been exemplary for 30 years. In the past decade we have received national recognition for our program for runaways (Georgetown National Cente0, for abuse victims (Johns Hopkins Institute for Public Policy), NIMH, the Office of Adolescent Pregnancy, the Office of Juvenile Justice (Gould Wysinger award for community programs) to name a few. We have also been recognized for our use of the arts in programs for youth by the Center for Substance Abuse Prevention (CSAP An Works National program model) and the National Endowment for the Ads and President's Committee on the Arts ( one of fifty finnlists in the Coming Up Taller awards each of the last three years). Our program is recognized in the community as a consistent provider of excellent counseling and youth development programs, and that also carries to a number of foundations that have expressed an interest in suppoding our efforts. APPLICATIONS MUST BE RETURNED BY 12:00 noon, JANUARY 22, 2001 - NO FXCEPTIONS City of Iowa City DepL of Planning & Community Development 410 E. Washington SL Iowa City, IA 52240 319-356-5230 stephen Iong@iowa-citV.org BOY ::IUM BUILDING ~___ M~/ .- I .4 .~,~ ,.~,, BUILDING PERMIT INFORMATION March 2001 ~A//KEY FOR ABBREVIATIONS Type of Improvement: ADD - Addition ALT- Alteration REP - Repair FND - Foundation Only NEW- New OTH- Other type of construction Type of Use .' RSF - Residential Single Family RDF - Residential Duplex RMF - Three or more residential RA C - Residential Accessory Building MIX- Mixed NON- Non-residential OTH- Other Page: 2 City of Iowa City Date: 4/2 001 Extraction of Building Permit Data for To: 3/1/2001 From: 3/31~001 CellSUS Bureau Report T_~e Type Permit Number Name Address Ira_p2 U3 Stories Units Valuation BLD01-00092 VON MAUR, INC, 1600 SYCAMORE ST ADD NON 1 0 $1,876,400 REMODEL EXISTING SPACE IN SYCAMORE MALL AND 10,000 S.F. EXPANSION INTO EXISTING MALL SPACE WiTH NEW FRONT ENTRY. BLD01-00045 GARY KLINE 3710 LIBERTY DR ADD NON 1 0 $195,000 9000 SQ FT UNIT WAREItOUSE ADDITION. Total ADD/NON permits: 2 Total Valuation: $2,071,400 ~ BLD01-00069 FRANTZ CONST 3359 WENTWORTH PL ADD RMF 1 0 $24,438 BASEMENT FINISH AND 4 SEASON PORCH ADDITION OF RMF UNIT BLD01-00070 FRANTZ CONST 1518 CHURCHILL PL ADD RMF I 0 $17,645 BASEMENT FINISH AND SCREEN PORCH FOR RMF UNIT BLD01-00108 MAK ENTERPRISES INC 420 N GILBERT ST ADD RMF 0 0 $2,000 12 x 18 PATIO COVER FOR RMF L Total ADD/RMF permits: 3 Total Valuation: $44,083 [ BLD00-00929 JAMES F & SYNDY M CONG 1915 CALViN AVE ADD RSF 1 0 $28,000 16' X 20' SCREEN PORCH WITH WOOD DECK BLD01-00085 KAREN L DAWES 1055 BRIAR DR ADD RSF 0 0 $10,200 15' X 12' SCREEN PORCH WITH 6' X 6' DECK BLD01-00098 TIMOTHY E & TRACY LIZBt 2201 CALIFORNIA AVE ADD RSF 1 0 $10,000 16' X 20' HEATED ROOM ADDITION BLD01-00089 DOMiNIC D & AMY J CABAl 630 WHITING AVE ADD RSF 1 0 $4,100 12' x 14' SCREEN PORCH AND 5' x 6' FRONT PORCH Total ADD/RSF permits: 4 Total Valuation: $52,300 ~ BLD01-00059 OLD CAPITOL MALL ASSOC 201 S CLINTON ST 117 ALT NON 0 0 $63,500 CONVERT TENNANT SPACE TO COFFEE SHOP BLD01-00139 MGD LC 1600 SYCAMORE ST ' ALT NON 1 0 $47,000 NEW MALL RESTROOMS EAST WING BLD01-00117 RANSHAW LIMITED PARTN 438 HIGHWAY 1 WEST ALT NON 1 0 $45,000 REMODEL EXISTING TENENT SPACE* WEST END OF PAUL'S BUILDiNG. BLD01-00046 HODGE CONSTRUCTION 1600 SYCAMORE ST ALT NON I 0 $36,000 ALTERATION OF THE EXISTiNG MAIN EXITING OF MALL WITH REGARD TO EXPANSION OF VON MAUR TENENT SPACE. EXPANSION OF VON MAUR SPACE DIVIDES MALL iN TWO REQUIRING SEPARATE EXITING FROM EACH SIDE OF MALL BUILDING. BLD01-00083 SOUTH GILBERT CENTER L 1210 S GILBERT ST ALT NON 1 0 $35,000 INTERIOR FINISH OF COMMERCIAL SPACE BLD01-00093 AMBROSE DEVELOPMENT I 1851 LOWER MUSCATINE ALT NON 1 0 $24,500 PARTIAL EXTERIOR RENOVATION OF SYCAMORE NORTH BUILDING. (EAST AND PART OF SOUTH ELEVATION) BLD01-00084 TRILLIUM WOMANS HEALI 373 -A SCOTT CT ALT NON 1 0 $21,000 REMODEL EXISTING SPACE BLD01-00048 DAVID SM1GEL 245 S GILBERT ST ALT NON 3 0 $20,000 REMODEL OF EXISTING COMMERCIAL SPACE. Page: 3 City of Iowa City Date: 4/2 001 Extraction of Building Permit Data for To: 3/1/2001 From: 3/31/2001 CellSUS Bureau Report Type T,/pe Permit Number Name Address Impr U~ Stories Units Valuation BLD01-00132 FIRSTAR BANK 204 WASHINGTON ST ALT NON 2 0 $15,000 INTERIOR ALTERATION OF BANK BLD01-00097 SHERYL RAYE SKAUGSTAE 538 S GILBERT ST ALT NON 2 0 $11,500 INSTALL INSULATION AND HVAC IN THIRD FLOOR ATTIC BLD01-00087 WASHINGTON PARK PART/' 359 N 1ST AVE ALT NON 0 0 $4,400 INTERIOR REMODEL OF OFFICE SPACE BLD01-00133 MIDWEST DEVELOPMENT ~ 821 S CLINTON ST ALT NON I 0 $1,000 ADD 2" X 6" NONLOAD BEARING WALL BLD01-00126 DONALD J & SHIRLEY J GOI 440 KIRKWOOD AVE ALT NON 2 0 $75{) REMODEL FOR A NEW VIDEO BOOTH. Total ALT/NON permils: 13 Total Valuation: $324,650 ~ BLD01-00081 CHRISTIAN RETIREMENT SI 701 OAKNOLL DR ALT RMF 0 0 $28,000 INTERIOR REMODEL ROOM BY ROOM(ROOM 220) BLD01-00071 FRANTZ CONSTRUCTION C~ 1470 CROMWELL PL ALT RMF 1 0 $9,567 BASEMENT FINISH FOR RANCH CONDO UNIT TO INCLUDE ONE BEDROOM, BATH, AND REC. ROOM. Total ALT/RMF permits: 2 Total Valuation: $37,567 BLD01-00051 THOMAS J & PATRICE M CA 520 BROWN ST ALT RSF 3 0 $40,000 CONVERT ATTIC TO HABITABLE SPACE BLD01-00120 BONNIE S BROADWELL 6 NORWOOD CIR ALT RSF 0 0 $10,000 BASEMENT FINISH TO INCLUDE A BATHROOM, REC ROOM, WORKOUT ROOM. BLD01-00111 RYAN ROONEY & JIM POHL 603 S DODGE ST ALT RSF 0 0 $4,000 REMODEL TO INCLUDE A BASEMENT BATH AND EXTERIOR DECK/STAIRS. BLD01-00109 THOMAS CRAY 310 N LUCAS ST ALT RSF 0 0 $3,400 ADD BASEMENT BEDROOMS TO SFD BLD01-00074 GLENN D & HELEN J CLARI4 807 WOODSIDE DR ALT RSF 1 0 $2,000 BASEMENT FINISH TO INCLUDE BEDROOM, BATHROOM, PARTITIONING OFF MECHANICAL ROOM. BLD01-00100 SCOTT & KIMBERLY JEFFEl 2842 STERLING DR ALT RSF 0 0 $1,350 PARTITION BASEMENT ROOM AND ADD UTILITY SHED ON EXTERIOR OF SFD BLD01-00110 MARK HOLTKAMP 310 MELROSE CT ALT RSF 0 0 $200 INTERIOR WALL OF SFD Total ALT/RSF permits: 7 Total Valuation $60,950 BLD00-00769 MELROSE MEADOWS 350 DUBLIN DR NEW MIX 3 80 $9,190,000 130,623 SQ. FT. RETIREMENT BUILDING WITH 22 ASSISTED LIVING UNITS CLASSIFIED AS I-2, 58 INDEPENDENT LIVING APTS, PARKING GARAGE AND COMMONS AREA Total NEW/MIX permits: 1 Total Valuation $9,190,000 BLD01-00044 STE1NDLER ORTHOPEDIC C 2751 NORTHGATE DR NEW NON 1 0 $3,622,385 265895F MEDICAL OFFICE BUILDING(B) WITH 7000SF SHELL SPACE FOR FUTURE EXPANSION FOR SURGERY(S) BLD01-00042 DIAL LAND DEVELOPMEN~I 15 SILVERCREST PL NEW NON 1 0 $2,300,000 27995 SQ FT ALZHEIMERS ASSISTED LIVING FACILITY Page: 4 City of Iowa City Date: 4/2/2001 Extraction of Building Permit Data for To: 3/1/2001 From: 3/31/2001 CeilSkiS Bureau Report Type Type Permit Number Name Address [mpr U~ Stories Units Valuation BLD01-00034 SENIOR CENTER 28 S LINN ST NEW NON 0 0 $300,000 PEDESTRIAN BRIDGE CONNECTING PARK1NG RAMP AND SENIOR CENTER Total NEW/NON permits: 3 Total Valuation $6,222,385 ~ BLD01-00112 JAMES C SLEICHTER 1221 ROCHESTER AVE NEW RAC 1 0 $7,400 CONSTRUCT A DETACHED 24' X 24' GARAGE. Total NEW/RAC permils: 1 Total Valuation $7,400 l BLD01-00103 SWEN LARSON 2337 -39 CATSKILL CT NEW RDF 2 2 $222,000 RDF WITH ATTACHED 2 CAR GARAGES Total NEW/RDF permits: 1 Total Valuation $222,000 ] BLD01-00072 FRANTZ CONSTRUCTION O 1488 CROMWELL PL NEW RMF 1 3 $324,378 RMF THREE UNIT CONDOM1NIUM WITH BASEMENT FINISH AND FOUR-SEASON PORCH ON 1488. 1488, 1492, 1496 CROMWELL PL. Total NEW/RMF permits: 1 Total Valuation: $324,378 / BLD01-00091 TARA B CRONBAUGH & STI 8 SUMAC CT NEW RSF 1 1 $475,000 S.F.D. WITH THREE CAR GARAGE BLD01-00128 OAKES CONSTRUCTION CO 1810 BRISTOL DR NEW RSF 1 1 $223,042 S.F.D. WITH THREE CAR GARAGE BLD01-00068 MIKE DALTON 4703 DRYDEN CT NEW RSF 1 1 $201,000 SFD WITH ATTACHED 2 CAR GARAGE BLD01-00057 MITCHELL-PHIPPS BUILDIN 1926 MEADOW RIDGE LN NEW RSF 1 1 $180,000 S.F.D. WITH TWO CAR GARAGE BLD01-00124 FOUR STAR CONTRACTING 40 GPdiEN MOUNTAIN DR NEW RSF I 1 $176,852 SFD WITH ATTACHED 2 CAR GARAGE BLD01-00088 L & D PROPERTIES LC 646 TIPPERARY RD NEW RSF 2 1 $160,000 S.F.D. WITH TWO CAR GARAGE BLD01-00129 LILLIAN M GALLENTI NE 1155 WEEBER ST NEW RSF 1 I $140,000 S.F.D. WITH TWO CAR GARAGE BLD01-00099 STEVE KOHLI 1436 DICKENSON LN NEW RSF 2 1 $126,244 S.F.D. WITH TWO CAR GARAGE BLD01-00104 STEVE KOHL1 CONST 1437 DICKENSON LN NEW RSF 2 1 $126,244 SFD WITH ATTACHED 2 CAR GARAGE BLD01-00121 MIKE ROBERTS CONSTRUC 828 TIPPERARY RD NEW RSF 2 1 $125,207 S.F.D WITH ATTACHED TWO CAR GARAGE BLD01-00105 STEVE KOHLI CONST 1428 DICKENSON LN NEW RSF 2 1 $123,345 SFD WITH ATTACHED 2 CAR GARAGE BLD01-00106 STEVE KOHLI CONST 1444 DICKENSON LN NEW RSF 2 1 $123,345 SFD WITH ATTACHED 2 CAR GARAGE BLD01-00075 MIKE ROBERTS CONSTRUC 802 TIPPERARY RD NEW RSF 2 l $120,000 S.F.D. WITH ATTACHED 2 CAR GARAGE. Page: 5 City of Iowa City Date: 4/2/2001 Extraction of Building Permit Data for To: 3/1/2001 From: 3/31/2001 CeI1SUS Bureau Report Type Type Permit Number Name Address Impr U! Stories Units Valuation BLD01-00076 MIKE ROBERTS CONSTRUC 812 TIPPERARY RD NEW RSF I 1 $120,000 SF.D. WITH ATTACHED 2 CAR GARAGE BLD01-00131 GALWAY 3 LC 846 TIPPERARY RD NEW RSF 2 1 $110,000 S.F.D. WITH TWO CAR ATTACHED GARAGE BLD01-00077 STEVE KOHLI 1413 DICKENSON LN NEW RSF 2 1 $100,000 S.F.D. WITH ATTACHED 2 CAR GARAGE. BLD01-00122 STEVE KOHLI CONSTRUCT1 1445 DICKENSON LN NEW RSF I 1 $100.000 S.F.D. WITtl ATTACHED TWO CAR GARAGE Total NEW/RSF permits: 17 Total Valuatiou: $2,730,279 ~ BLD01-00125 RON & CINDY DUWA 1705 S 1ST AVE S OTH NON 1 0 $1.000 CHANGE OF USE FROM M OCCUPANCY TO A B OCCUPANCY. NO NEW WALLS OR CONSTRUCTION IS OCCURING, A NEW SHOWER WILL BE iNSTALLED. Total OTH/NON permits: 1 Total Valuation: $1,000 [ BLD01-00056 CITY OF IOWA CITY 1801 S RIVERSIDE DR BU1 REP NON 1 0 $91,008 RESIDE AND REROOF EXISTiNG HANGER(BUILDING D) BLD01-00130 WEAVER, EADIE F 138 S CLINTON ST REP NON 0 0 $14,900 REROOF BUILDING WITH CLASS "A" ROOFING MATERIAL Total REP/NON permits: 2 Total Valuation: $105,908 BLD01-00086 THE DANIEL P BROOKHARI 816 MAGGARD ST REP RDF 0 0 $25,218 FIRE REPAIR Total REP/RDF permits: 1 Total Valuation: $25,218 BLD01-00094 JIM HOUGHTON 25 LiNCOLN AVE. REP RMF 2 0 $24,350 REROOF BLD01-00095 CITY OF IOWA CITY 28 S L1NN ST REP RMF 0 0 $9,800 REPAIR DRYWALL iN KITCHEN AREA Total REP/RMF permits: 2 Total Valuation: $34,150 BLD01-00060 JIM CROKER 6 WARWICK CIR REP RSF 0 0 $35,000 FIRE REPAIR TO KITCHEN BLD01-00082 ViNCENT ALFONSO MAGN( 10 BELLA VISTA DR PEP RSF 0 0 $10,000 REPAIR 25' OF BASEMENT WALL BLD01-00090 MICHAEL H CERVANTES & 918 WASHINGTON ST REP RSF 0 0 $600 WINDOW REPLACEMENT Total REP/RSF permits: 3 Total Valuation: $45,600 GRAND TOTALS: PERMITS: 64 VALUATION: $21,499,268 From Counci 1 Member Vanderhoef MINUTES ~ East Central Iowa Council of Governments Board Meeting l:00p.m. February 22, 2001 - ECICOG office 108 Third Street SE, Cedar Rapids, Iowa MEMBERS PRESENT Lu Barron-Linn County Supervisor Gary Edwards-lowa County Citizen Charlie Montross-lowa County Supervisor James Houser-Linn County Supervisor Ann Hearn-Linn County Citizen Leo Cook-Jones County Supervisor Ed Raber- Washington County Citizen Dee Vanderhoef-Iowa City City Council Henry Herwig-Coralville City Council Dale Todd-Cedar Rapids Commissioner David Vermedahl-Benton County Supervisor Ed Brown-Mayor of Washington Marc Greenlee-Benton County Citizen Bob Stout- Washington County Supervisor Don Magdefrau-Benton County Citizen MEMBERS ABSENT Mike Lehman-Johnson County Supervisor Rod Straub-Iowa County Supervisor Dennis Hansen-Jones County Citizen David Cavey-Mayor of Olin Tom Tjelmeland-Mayor of Ely Carol Casey-Johnson County Citizen ALTERNATES PRESENT - None OTHER'S PRESENT - None STAFF PRESENT Doug Elliott-Executive Director Gina Peters-Administrative Assistant Jennifer Ryan-Planner Tracey Mulcahey-Grants Administrator Lisa Garlich - Planner Jim Nehring-Joint-Purchasing Coordinator Marie DeVries-Solid Waste Planning Coordinator Robyn Jacobson-Transit Administrator Mary Rump-IT/Transportation Planner David Correia-Planner 1.0 CALL TO ORDER The meeting was called to order by Chairperson, Dee Vanderhoef at 1:06 p.m. .1 Recognition of Alternates - None .2 Public Discussion - None .3 Approval of Agenda M/S/C (Cook/Magdefrau) to approve the agenda. All ayes. 2.0 ROUT1NE MATTERS .1 Approval of Minutes (January 25, 2001) M/S/C (Barron/Heam) to approve the minutes as written. All ayes. .2 Preceding Month's Budget Reports/Balance Sheets Elljolt gave an overview of the January financial statements. M/S/C (Houser/Cook) to receive and file the January financial statements for audit. All ayes. 3.0 AGENCY REPORTS .1 Chairperson's Report Vanderhoef handed out a list of the standing committees for 2001. (attached) MJS/C (Brown/Raber) accept the list of standing committee members for 2001. All ayes. Montross joined the meeting at this time. .2 Board Members' Reports Raber told the board that he was a member of the Geode RC&D and that a seven-state conference is being held at the US Cellular Center on March 28. Discussion followed. .3 Director's Report Elliott told the board that the annual public input meetings that the IDOT holds are scheduled. The closest one is on April 10 in Mt. Pleasant. Vanderhoef announced that she is a member of the National League of Cities Transportation and Infrastructure Steering Committee. .4 Joint-Purchasing Report Nehring announced that in March a fleet vehicle purchase will be made. Total savings to date are approximately $53,600. .5 Community Development Report Correia told the board that a RCPDF update will be given at the next board meeting. .6 Housing Report Mulcahey gave an update on the GRO program that she is working on with DeVries. They are in the process of looking for a house to rehabilitate. .7 Solid Waste Report DeVries and Ryan gave the board an update on several pieces of legislation including the bottle bill. Board members are to contact DeVries for more information if they are interested. Stout joined the meeting at this time. DeVries handed out information on House File 255. (attached) Discussion followed. DeVries told the board that FY2002 Waste Tire Management Funds will be applied for on behalf of all the counties in the region. .8 Transportation Report Jacobson asked that the board set a public hearing date and time for the FY02 Consolidated Transit Application. M/S/C (Raber/Brown) to set the public heating date for the FY02 Consolidated Transit Application for March 29 to concur with the board meeting. All ayes. 4.0 COMMITTEE REPORTS .1 Executive Committee - None .2 Personnel Committee ~ None .3 Budget Committee - None .4 Transit Operator's Group - None .5 Solid Waste Technical Advisory Committee - None 2 .6 Ad Hoc Committee Reports - None 5.0 IOWA INTERGOVERNMENTAL REVIEW SYSTEM M/S/C (Barron/Edwards) to approve all Intergovernmental Reviews with a favorable review. All ayes. 6.0 OLD BUSINESS .1 Approval of Expenditures Cook asked why Garlich's travel claim was such a large amount. Elljolt noted that airfare for Garlich and Sands to attend the APA conference was purchased by Garlich and she is being reimbursed. Discussion followed on the conference. M/S/C (Herwig/Montross) to approve payment of expenditures. All ayes. 7.0 NEW BUSINESS - None 8.0 NEXT MEETING: April 26, 2001 The meeting adjourned at 2:00 p.m. Lu Barron, Secretary/Treasurer March 29, 2001 Date April 5~ 2001 "' , i": To Council Members, Ladies, and Gentlemen, ., ~ . I am writing to you about the issue of income deduction consideration under public housing. This is not a request for me only it is also for other families present and those who may follow. I have spoken to several of the council members and am sending this to further go into the issue at hand. The issue is deduction of child support from incoming income to figure rent. I live in a public housing unit here in Iowa City. On several occasions I have asked about a child support deduction and been told over and over there was no way we could get a deduction. But, just recently I have found that there are codes in the administrative plan under the discretions of a public housing area that child support may be used as a deduction. I have followed the chain of command and to my dismay Maggie Grovner has declined by request. She explained the reason for this was that it wasn't that she didn't agree with this deduction, but that Section 8, a program that is also HUD but a separate program as well, does not allow for this deduction so she feels it discriminates. I would like you to know there are examples of one program getting certain things and the other doesn't and vice versa. I want you to know that I have the utmost respect for Ms. Grovner and understand her opinion, but people who like each other don't always have to have the same opinion. She said that ifI liked, I could always talk to the city council, so this is why I am here. E am married and have four children in our home, which I love and adore dearly. However, it is a daily struggle trying to pay the basic living expenses. My spouse and I had good jobs, but when the rent reached to top rent because of the income we couldn't keep up. My husband's income is withheld by 50%, taxes are 18%, and rent is 30% of his original gross income. This leaves 2% to pay the electric and water bill, which are the necessities. The problem with this is that we were late all the time with rent payments because of this. Deb Briggs was very nice in trying to work with us but we never got ahead. She understood the issue at hand. This got so bad we had to make a decision, and 1 left my job to finish my engineering degree so our family could be self-sufficient. My degree will make it so the child support is no longer an issue, but at the present moment it is, until this is accomplished. My s0pouse left his job because he didn't take home enough to pay the rant, let alone the electric and water bills. Since my husband is now working a job that still takes half of his pay, we are still having trouble making the rent and bare necessities. He can't stand it when he doesn't work. He says that he feels he is less of a man and feels terrible that he can't even support the family. Why should the children at home be on the verge ofhomelessness because things didn't work out before? We all have done things that we would change about our choices if we could, but we also live with them, but the children have no choices. We can't make the basic bills, and I know this is not your problem, but there needs to be stepping stones that can help second families get to the point of self-sufficiency. When I get out of school, I believe we will be able to go forward, but I also want to help the other second families that may face this issue. I would appreciate if this could be considered for the agenda and any suggestions are welcome. I would like to petition the council to have child support as a deduction when on public housing. If you need any further information please call me at 358-9064 or e-mail me at lmccurn~hotmail.com. I ~vould like to thank-you for your time on this issue. Sincerely, Lori L. McCum www.hudc ips.org Page 1 of 4 [Search] [Prev List] [Doc List] [Next List] [First Doc] [Prev Doc] [Curr Doc] [Next Doc] [bast Doc_] [Bottom] [Next Hil] [H~elp] [Text Only] Annual income. Section Number: 5.609 Sec. 5.609 Annual income. (a) Annual income means all amounts, monetary or not, which: (1) Go to, or on behalf of, the family head or spouse (even if temporarily absent) or to any other family men~ber; or (2) Are anticipated to be received from a source outside the family during the 12-month period following admission or annual reexamination effective date; and (3) Which are not specifically excluded in paragraph (c) of this section. (4) ~nnual income also means amounts derived (during the 12-month period) from assets to which any member of the family has access. (b) Annual income includes, but is not limited to: (1) The full amount, before any payroll deductions, of wages and salaries, overtime pay, commissions, fees, tips and bonuses, and other compensation for personal services; (2) The net income from the operation of a business or profession. Expenditures for business expansion or amortization of capital indebtedness shall not be used as deductions in determining net income. An allowance for depreciation of assets used in a [[Page 69]] business or profession may be deducted, based on straight line depreciation, as provided in Internal Revenue Service regulations. Any withdrawal of cash or assets from the operation of a business or profession will be included in income, except to the extent the withdrawal is reimbursement of cash or assets invested in the operation by the family; (3) Interest, dividends, and other net income of any kind from real or personal property. Expenditures for amortization of capital indebtedness shall not be used as deductions in determining net income. An allowance for depreciation is permitted only as authorized in paragraph (b)(2) of this section. Any withdrawal of cash or assets from an investment will be included in income, except to the extent the withdrawal is rei~ursement of cash or assets invested by the family. Where the family has net family assets in excess of $5,000, annual income shall include the greater of the actual income derived from all net family assets or a percentage of the value of such assets based on the current passbook savings rate, as determined by MUD; (4) The full amount of periodic amounts received from Social Security, annuities, insurance policies, retirement funds, pensions, disability or death benefits, and other similar types of periodic receipts, including a lump-sum amount or prospective monthly amounts for the delayed start of a periodic amount (except as provided in paragraph (c)(14) of this section); (5) Payments in lieu of earnings, such as unemployment and disability compensation, worker's compensation and severance pay (except as provided in paragraph (c)(3) of this section); (6) Welfare assistance. If the welfare assistance payment includes an amount specifically designated for shelter and utilities that is http://www.hudc~ips.~rg/sub-n~nhud/cgi/nph~brs.cgi?d=CF99&.../hudc~ips.~gi&p=~&r=~&f= 1/21/00 www,hudclips.org Page 2 of 4 subject to adjustment by the welfare assistance agency in accordance with the actual cost of shelter and utilities, the amount of welfare assistance income to be included as income shall consist of: (i) The amount of the allowance or grant exclusive of the amount specifically designated for shelter or utilities; plus (ii) The maximum amount that the welfare assistance agency could in fact allow the family for shelter and utilities. If the family's welfare assistance is ratably reduced from the standard of need by applying a percentage, the amount calculated under this paragraph (b)(6)(ii) shall be the amount resulting from one application of the percentage; (7) Periodic and determinable allowances, such as alimony and [Prey }{jr][Next F support payments, and regular contributions or gifts received from organizations or from persons not residing in the dwelling; (8) All regular pay, special pay and allowances of a member of the Armed Forces (except as provided in paragraph (c)(7) of this section). (c) Annual income does not include the following: (1) Income from employment Of children (including foster children) under the age of 18 years; (2) Payments received for the care of foster children or foster adults (usually persons with disabilities, unrelated to the tenant family, who are unable to live alone); (3) Lump-sum additions to family assets, such as inheritances, insurance payments (including payments under health and accident insurance and worker's compensation), capitalgains and settlement for personal or property losses (except as provided in paragraph (b)(5) of this section); (4) Amounts received by the family that are specifically for, or in reimbursement of, the cost of medical expenses for any family member; (5) Income of a live-in aide, as defined in Sec. 5.403; (6) The full amount of student financial assistance paid directly to the student or to the educational institution; (7) The special pay to a family member serving in the Armed Forces who is exposed to hostile fire; (8) (i) Amounts received under training programs funded by HI/D; (ii) Amounts received by a person with a disability that are disregarded for a limited time for purposes of Supplemental Security Income eligibility and benefits because they are set aside for use under a Plan to Attain Self-Sufficiency (PASS); [[Page 70]] (iii) Amounts received by a participant in other publicly assisted programs which are specifically for or in reimbursement of out-of-pocket expenses incurred (special equipment, clothing, transportation, child care, etc.) and which are made solely to allow participation in a specific program; (iv) Amounts received under a resident service stipend. A resident service stipend is a modest amount (not to exceed $200 per month) received by a resident for performing a service for the PHA or owner, on a part-time basis, that enhances the quality of life in the development. Such services may include, but are not limited to, fire patrol, hall monitoring, lawn maintenance, and resident initiatives coordination. No resident may receive more than one such stipend during the same period of time; (v) Incremental earnings and benefits resulting to any family member from participation in qualifying State or local employment training programs (including training programs not affiliated with a local government) and training of a family member as resident management staff. Amounts excluded by this provision must be received under employment training programs with clearly defined goals and objectives, and are excluded only for the period during which the family member participates in the employment training program; (9) Temporary, nonrecurring or sporadic income (including gifts); http://www.hudclips.org/sub nonhud/cgi/nph-brs.cgi?d=CF99&.../hudclips.cgi&p=l&r=l&f= 1/21/00 www.h~ dc ips.org Page 3 of 4 (10) Reparation payments paid by a foreign government pursuant to claims filed under the laws of that government by persons who were persecuted during the Nazi era; {11) Earnings in excess of $480 for each full time student 18 years old or older (excluding the head of household and spouse); (12) Adoption assistance payments in excess of $480 per adopted child; (13) For public housing only: (i) The earnings and benefits to any family member resulting from the participation in a program providing employment training and supportive services in accordance with the Family Support Act of 1988, section 22 of the 1937 Act (42 U.S.C. 1437t), or any comparable Federal, State, or local law during the exclusion period. (ii) For purposes of this paragraph, the following definitions apply: (A) Comparable Federal, State or local law means a program providing employment training and supportive services that-- (1) Is authorized by a Federal, State or local law; (2) Is funded by the Federal, State or local government; (3) Is operated or administered by a public agency; and (4) Has as its objective to assist participants in acquiring employment skills. (B) Exclusion period means the period during which the family member participates in a program described in this section, plus 18 months from the date the family member begins the first job acquired by the family member after completion of such program that is not funded by public housing assistance under the 1937 Act. If the family member is terminated from employment with good cause, the exclusion period shall end. {C) Earnings and benefits means the incremental earnings and benefits resulting from a qualifying employment training program Or subsequent job; (14) Deferred periodic amounts from supplemental security income and social security benefits that are received in a lump sum amount or in prospective monthly amounts. (15) Amounts received by the family in the form of refunds or rebates under State or local law for property taxes paid on the dwelling unit; (16) Amounts paid by a State agency to a family with a member who has a developmental disability and is living at home to offset the cost of services and equipment needed to keep the developmentally disabled family member at home; or (17) Amounts specifically excluded by any other Federal statute from consideration as income for purposes of determining eligibility or benefits under a category of assistance programs that includes assistance under any program to which the exclusions set forth in 24 CFR 5.609(c) apply. A notice will be published in the Federal Register and distributed to PHAS and housing [[Page 71]] owners identifying the benefits that qualify for this exclusion. Updates will be ublish~ and d~stributed when ~e~essary. . C additional exclusions for earned income pursuant to an established ritten policy. (1) In establishing such a policy, a PHA must adopt one or more of the following types of earned income exclusions, including variations thereof: (i) Exclude all or part of the family's earned income; (ii) Apply the exclusion only to new sources of earned income or only to increases in earned income; htt~://www.hudc~i~s.~r~sub-n~nhud/cgi/n~h~brs.cgi?d=CF99&.../hudc~i~s.cgi&~=~&r=~&f= 1/21/00 wwxvhudclips.org Pagc 4 01'4 (iii) Apply the exclusion to the earned income of the head, the spouse, or any other family member age 18 or older; (iv) Apply the exclusion only to the earned income of persons other than the primary earner; (v) Apply the exclusion to applicants, newly admitted familiesl existing tenants, or persons joining the family; (vi) Make the exclusion temporary or permanent, for the PNA, the family, or the affected family member; (vii) Make the exclusion graduated, so that more earned income is excluded at first and less earned income is excluded after a period of time; (viii) Exclude any or all of the costs that are incurred in order to go to work but are not compensated, such as the cost of special tools, equipment, or clothing; (ix) Exclude any or all of the costs that result from earning income, such as social security taxes or other items that are withheld in payroll deductions; (x) Exclude any portion of the earned income that is not available to meet the family's own needs, such as amounts that are paid to someone outside the family for alimony or [Pr~V Hi~][~ ~]child~s~r__t; and rn d (xi) Exclude any portion of the ea e income that is necessary~o replace benefits lost because a family member becomes employed, such as amounts that the family pays for medical costs or to obtain medical insurance. (2) Any amounts that are excluded from annual income under this (3) Housing agencies do not need HUD approval to adopt optional earned income exclusions. (4) In the calculation of Performance Funding System operating subsidy eligibility, housing agencies will have to absorb any loss in rental income that results from the adoption of any of the optional earned income exclusions discussed in paragraph (d)(1) of this section, including any variations of the listed options. (e) If it is not feasible to anticipate a level of income over a 12- month period, the income anticipated for a shorter period may be annualized, subject to a redetermination at the end of the shorter period. [Scm'ch] [Prey L~s~] [Doc Lis~] [Nex~ L~s~] [F~rs~ D0c] [Prey D0c] [Cu~ D0c] [Ncx~ Doc] [L~.~Doc] [Top] [Prey Hi[] [Help] http://www.hudclips.org/sub nonhud/cgi/nph-brs.cgi?d=CF99&.../hudclips.cgi&p=l&r=l&f- 1/21/00