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HomeMy WebLinkAbout11-18-2004 Housing & Community Development Commission AGENDA HOUSING AND COMMUNITY DEVELOPMENT COMMISSION EMMA HARVAT HALL, CITY HALL THURSDAY, NOVEMBER 18, 2004 6:30 P.M. 1. Call Meeting to Order 2. Approval of the October 21,2004 Minutes 3. Public Comment of Items Not on the Agenda 4. Scattered Site Policy Update 5. Public Hearing for the Proposed 2006-2010 Consolidated Plan (a.k.a. CITY STEPS) - Recommendation to Council 6. Discuss and Review FY06 CDBG\HOME Funding Process Timeline 7. Approve FY06 CDBG/HOME Application Materials 8. Monitoring Reports · Neighborhood Centers of Johnson County - Planning (Bears) · Greater Iowa City Housing Fellowship - Affordable Rental (Anthony) · Eagles' Flight - Hannah's Blessing Child Care (Bears) · Compeer - Operational Expenses (Hayek) · Free Lunch Program - Facility Rehabilitation (Greazel) · Greater Iowa City Housing Fellowship - Longfellow Manor (Sandler) 9. Adjournment City of Iowa City MEMORANDUM DATE: TO: FROM: RE: November 12, 2004 Housing and Community Development Commission (HCDC) Tracy Hightshoe, Associate Planner November Meeting Packet The City Council appointed Rita Marcus to the Commission to fill the last remaining vacancy. She is unable to attend the November meeting, but will be at our December meeting. Below is a brief summary of the November agenda items. Scattered Site Policy Update Matt Hayek will provide an update regarding the scattered site housing taskforce (SSHF). Review of the 2006-2010 Consolidated Plan (a.k.a. CITY STEPS) - Recommendation to Council The draft Consolidated Plan was distributed to you in the October packet. This document identifies the needs of low-income persons, sets priorities and develops strategies to meet these needs. The Consolidated Plan guides how the City allocates our federal funding over the next five years. Please review the draft. Commission members may forward comments and/or suggestions to staff's attention before the meeting or address them at the meeting. A 30-day public comment period started on October 15. To date, several comments have been received (please see enclosures). At this meeting, we will be asking HCDC to provide a recommendation to Council regarding the approval of the 2006-2010 cm STEPS Plan. FY06 CDBG\HOME Funding Process Timeline A draft timeline of the CDBG/HOME allocation process is included in this month's HCDC packet. At the December meeting the commission will finalize the schedule. If there is a consensus, the commission may want to consider combining the March 10 and March 17 meetings. Some commission members have indicated a preference to discuss funding recommendations immediately after seeing the rankings sheets instead of having two separate meetings. Approve FY06 CDBG/HOME Application Materials Enclosed in your packet is a draft of the FY06 CDBG/HOME applications. Minor changes, recommended by HCDC at the end of the FY05 allocation process, have been incorporated into the application. Staff will conduct two applicant workshops for new applicants; however, any applicant is welcome to attend. We will also need to formalize the application format at this meeting so that staff is able to prepare for the upcoming allocation period. In the Applicant Guide there is a section entitled "New for FY06". This section contains information related to scattered site housing. A formal policy has not been adopted by the City Council, however the commission needs to include a statement that notifies applicants that the location of proposed housing will be reviewed and that funding may be denied based on the proposed location. Staff provided two options for your consideration. These options can be modified or the commission may suggest an alternative. (over) November 12, 2004 Page 2 Monitoring Reports · Neighborhood Centers of Johnson County - Planning (Bears) · Greater Iowa City Housing Fellowship - Affordable Rental (Anthony) · Eagles' Flight - Hannah's Blessing Child Care (Bears) . Compeer - Operational Expenses (Hayek) · Free Lunch Program - Facility Rehabilitation (Greazel) · Greater Iowa City Housing Fellowship - Longfellow Manor (Sandler) If you have any questions about these agenda items or will be unable to attend, please contact Tracy Hightshoe at 356-5244 or by email at tracy-hightshoe@iowa-city.org. MINUTES HOUSING AND COMMUNITY DEVELOPMENT COMMISSION OCTOBER 21,2004 LOBBY CONFERENCE ROOM, CITY HALL DRAFT Members Present: Lori Bears, Mark Edwards, William Greazel, Matthew Hayek, Brian Richmon Members Absent: Jerry Anthony, Erin Barnes, Jayne Sandler Staff Present: Tracy Hightshoe, Steve Long Public Present: Lane Plugge, Bob Burns, Charlie Easthan CALL MEETING TO ORDER Chairperson Hayek called the meeting to order at 6:37 APPROVAL OF THE MINUTES FROM SEPTEMBER 29,2004 Hightshoe mentioned that there was a mistake in the minutes, and instead of saying approval of the minutes from June 17, it should be July 15. Hayek said that on the second page, the seventh line from the bottom instead of "get there medicine" it should be "get their medicine." Motion: Greazel moved to approve the September 29, 2004 minutes. Richmon seconded. Motion passed 5-0. PUBLIC COMMENT OF ITEMS NOT ON THE AGENDA NONE NEW BUSINESS Recommendationl Reallocation of Recaptured FY03 HOME Funds Hayek said that there could be a special allocation process or the committee could wait for the FY06 round that begins this December. Applications will be out in December and due late January for the FY06 funding allocation cycle. Greazel said that it would be better to allocate during the normal process, when all interested could apply. Hightshoe noted that these HOME funds have been allocated, but not spent within two years, approaching three. When the commission allocates these funds, the applicant must be able to spend the funds by June 2007. New FY06 HOME funds must be spent by June 2010. MOTION: Greazel made a motion to defer the recaptured FY03 to the normal FY06 allocation process. Richmon seconded the motion. Motion passed with a vote of 5:0. Review of the 2006-2010 Consolidated Plan Hayek said that since the commission has just received the material, they should have a date by which to address their comments. He proposed that if anyone would like to submit any changes to staff to do so by November 8. Update on FY05 projects- CDBGI HOME projects that have not entered a formal agreement with the City of Iowa City Hayek said that this concerns only the FY05 projects, the latest set of projects beginning this past July. The policy requires each Recipient to enter an Agreement with the City by September 30. If a Recipient is not able to do so, they must submit information to the Commission explaining any delays, problems, or extenuating circumstances for HCDC review. He mentioned that the following projects have not entered into formal agreements with the City: Iowa City Community District, Blooming Garden, Greater Iowa City Housing Fellowship, United Action for Youth, and Hawkeye Area Community Action Program. Housing and Community Development Commission Minutes October 21 , 2004 Page 2 Hightshoe distributed a letter from United Action for Youth. Hightshoe noted the delay in entering an Agreement is due to obtaining concurrence from the State Historic Preservation Office (SHPO). UAY's building has historic integrity and any exterior improvement must go before the SHPO for their comments. A request to comment was submitted to the SHPO. The SHPO has requested window replacements that are considered like kind and quality to the original windows. UA Y is reviewing their options. Hightsone added that once UA Y receives SHPO concurrence, we will be closer to entering an Agreement. UA Y hopes to submit all required information to the SHPO in November and expects approval by Thanksgiving. Greazel asked if the committee has to take any action. Hayek said that the committee could take a new action in terms of dates. Richman said that the Committee should ask for an update for these projects in December 2004. Hightshoe stated that HACAP couldn't enter an Agreement due to prior HOME requirements for the two trailers identified in their application until January. HACAP's project is to replace two trailers with two other transitional housing units. The original trailers were purchased with HOME funds and their period of affordability does not expire until December. Staff anticipates entering an Agreement in January for this project. Hightshoe said that HACAP is looking for two sites; they identified a few possibilities, but have not entered any purchase agreements yet. Hightshoe noted that it is typical not to enter a HOME agreement until the site is identified. Plugge said that they encountered some problems with the terms of the Agreement. He stated he believes most of our CDBG contracts are designed primarily for non-profit or non-governmental agencies. As an educational institution some of the contract terms do not work such as attaching a mortgage to a public school property. Plugge stated they also had delays due to the planning required for this project. The school district will bid the family resource center with all the other proposed improvements at Wood. The project will include the proposed bond improvements, an expanded gym due to City participation, and the final requirements for the family resource center. (CDBG funds will only be used for the Family Resource Center.) Plugge said that the school district is planning for the release of the bids on December 4 and would accept bids on January 11. Plugge stated they anticipate that construction would begin in the spring, weather permitting. Plugge presented a layout of the improvements and a site plan for the geothermal work for the addition. Plugge said that they are hoping to finish the entire project by January 2006. Plugge mentioned that they are doing everything in one project as it is financially advantageous and makes project management much more efficient. Hayek asked how we would deal with the mortgage issue. Plugge answered that staff agreed to shorten the term of the agreement. Hightshoe added that a mortgage would not be attached to the building. Long said that the Greater Iowa City Housing Fellowship project is ready for approval and that it would be ready by the next meeting. He added that if approved the construction would begin in spring, weather permitting. Review Blooming Garden LP Request to Acquire Sites for Affordable Rental Housing with FY05 HOME Funds Burns said that Bloomington Garden has a request to approve the acquisition of lots in Whispering Meadows Subdivision Part Two using FY05 HOME Funds. He said that there are 5 duplex lots, which would allow building two units on each lot. He mentioned that they would like to combine Blooming Garden with Whispering Garden, which is an earlier approved City funded HOME project for 6 lots. He said when combined, there would be a total of 16 units. Burns said that their first request is to approve the sites and combine them together with Whispering Gardens, which would allow them to submit one application to the Iowa Finance Authority for low income housing tax credits and state HOME Funds. Burns stated that this is the ideal size project. He said that there would be 16 units, which maximizes the use of the State HOME Funds. He also mentioned that if there are two different projects than there would have to be two separate applications, which would require two separate market studies. He mentioned that having the projects combined would help reduce the cost for the application, which is high. Burns stated that the Greater Iowa City Housing Fellowship has accepted the role of general partner for the combined application. He said that the Greater Iowa City Housing Fellowship (GICHF) would be the Housing and Community Development Commission Minutes October 21,2004 Page 3 ongoing general partner/property manager for the project. He mentioned that Burns and Burns would remain the developer for the project. Burns said that this has several advantages. He mentioned that under the Iowa Finance Authority rules they are proposing to submit the application as Service Enriched Housing. He added that Service Enriched Housing requires ongoing provision of services to persons with disabilities. He said that 25% of the units would be for families with disabilities. He stated that persons with disabilities would occupy a minimum of four units. Burns said that this is compatible with the goals of GICHF. He said that because the units are duplex units, the homes would turn to home ownership after 15 years. He said that there are two choices that exist in the Iowa Finance Authority. First, he said that there is a generic tenant ownership plan, and second there is the Iowa Rose program, in which $50 a month per apartment would be set aside in a fund to help the tenant purchase the unit at the end of the 15 year period. Burns said the rule changes made by the Iowa Finance Authority would allow the Whispering Garden project to increase the per-unit construction cost to 115% . He added that without this, the project would not be cost effective. Burns said that they are asking that the City Council pass a resolution to support the project, as they have done before. Burns said that the Prairie Garden project (FY03 Funds) was not successful in obtaining the tax credits. Burns and Burns have repaid the City approximately $277,000 for the FY03 project. He said that the project is officially closed. He said that the six lots form Prairie Garden would be sold to Whispering Garden. He said that the Catskill lots are not economically feasible to build on even with the 115 percent increase. Eastham said that the Greater Iowa City Housing Fellowship previously built 16 units on the west side in partnership with Burns and Burns. He added that in this proposed project there would be at least 4 duplexes for families who have at least one member with disabilities. He said that they are positive that there would be demands for additional units of this type. Eastham mentioned that there are several incidents of families with a child with a disability that experience difficulty as the child grows and they do not have the space or accommodations necessary in their existing homes. Eastham said that it is also important to locate units by good schools. He stated that home ownership is also a priority. He said that after living 15 years in the house they may be able to purchase the home. He said that they are interested in doing the project. He said that it is a good project and good location for the people that would use them. Burns said that GICHF would manage the project for the next 15 years. Hayek said that in the FY05 Applicant Guide for Iowa City there is language regarding the approval of projects in elementary school districts with higher than 20% low-moderate income students. He said that this project would involve funds from FY04, which were awarded prior to the new language, and also FY05 funds, which would be subject to HCDC/Council review. Greazel asked whether the City would want to recapture the funds and spent it on something else, or decide to start a bigger project. Hayek explained that the City does not have to recapture any funds, because the Prairie Garden Project was repaid. Richman asked if the schools have expressed their opinion about the guideline. Hayek said that they have expressed concern about building more assisted/subsidized housing in school attendance areas that have a large number of kids with higher needs such as Wood and Twain. He added that he likes this type of project, but has concerns about the location. He said that the Whispering Meadows Subdivision is a neighborhood with a high concentration of assisted housing as a percentage of total housing. He added that all 16 housing units would be in the Whispering Meadows subdivision in the Wood attendance area. Wood has the third highest percentage of low-income students in the district. Greazel mentioned that there are no specific policies at this point to stop the approval of the sites in that area. Hayek said that in regard to the FY04 funds, there is no guideline, however, he said that the funds for FY05 permit a review of the location site that the Commission or Council can reject or approve. He added that there are already around 115 building permits issued in the Whispering Meadows Subdivision, of which approximately 37 of the units are federally assisted. Hayek believes this is a high percentage in one neighborhood. There may be more than 115 units as some of the building permits are for duplexes, which requires only one permit but two dwelling units actually built. Housing and Community Development Commission Minutes October 21 , 2004 Page 4 Richman asked what is the average project size to get IF A money. Burns answered that 16 units are the ideal size. He added that IFA would accept applications for any project size, but small projects would not be profitable for the investors. Burns mentioned that the lots in discussion were the only duplex lots for sale in Iowa City. He added that the land in the Whispering Meadows area is the most affordable in town. Hayek asked if there is any relief that the City could provide for the lots on Catskill Court to make it feasible to include these lots in their LlHTC application. Burns said that there is no time to go back and ask the city council for more financial relief. He said that the applications are due on November 22. He said that the topography of the land is the problem in this case. The cost would be too expensive to develop on there lots as IF A has a limit on the cost per unit. Greazel asked if there is any alternative. Greazel added that the reason for choosing the proposed sites is because they were the only one left. Eastham said that he believes the discussion is going down the wrong path. He said that this is a very good project with a very good location. Eastham stated people in the area like living there. GICHF residents living in the Whispering Meadows subdivision like it there and like the school. He said that this meets the housing needs that exist. He also mentioned that the impact of publicly assisted housing depend on what purpose that housing is designed to serve. He stated he does not believe the type of affordable housing outlined in this proposal would create problems in the school system that the school district has expressed concerns. Eastham stated that people that will live in the proposed units would not contribute to problems. He mentioned that there are no alternatives, because the prices are too high in other places. Greazel said that the choice seems to be to build additional publicly assisted affordable housing or have none. There is a conflict between one entity saying please do not do put it here and the other entity saying that they have no other place to put it. Burns said that they might make the case that this would be the ideal place to build affordable housing as the City funded the Wood Family Resource Center that will add additional supports to the surrounding community. Hayek said that he is not worried about the partnership proposed, but there is a tradeoff between those who believe we need more affordable housing, and were should it be located. He said that this particular neighborhood/subdivision has been identified as having as many as 1 in 3 assisted housing units. He said that there is a topographical difficulty for the Catskill lots, but there still might be some choices. Hayek asked if Burns could apply for additional funds in FY06 that would allow development in harder to develop lots, such as Catskill. Burns asked whether the City could use the recaptured funds to help them buy other sites that are more expensive, but are situated in other areas of the town. Burns said that if there were other investors that would like to build on the Catskill lots, they would be happy to sell them. Hayek asked if putting price aside, if the project could be done using the existing Whispering and Catskill lots. Burns answered that the Catskill lots are out of discussion as it puts them over the per unit price and the lots are still difficult to develop especially to make accessible as would be required. Richman asked how many elementary schools are in Iowa City. Hightshoe answered that there are 11 elementary schools in Iowa City. Richman asked which attendance areas have currently development going on or significant amounts of land to develop. Greazel said that there might be land available, but the developers do not sell if there is a demand as they will develop the lots themselves. Burns said that they tried several rezonings but were turned down. He mentioned that the rezonings do not work, and many times the developers will not sell lots to affordable housing developers. Greazel said that new lots in Coralville could be go as high as $100,000. He added that the lots in North Liberty used to be cheaper than those in Iowa City, but now the cheaper ones would be around $45,000. He asked if there is no place to buy, what will affordable housing providers do. Eastham answered that they will find a place to go. He added that if the City decides to quarantinellimit the construction of affordable housing, they would have much more difficulty in finding and developing lots. Housing and Community Development Commission Minutes October 21 , 2004 Page 5 Hayek said that there is no decision to quarantine affordable housing, but the discussion is about neighborhoods that have a great deal of assisted housing compared to other parts of the community. Additional housing in concentrated areas of town or trying to find alternative sites for affordable housing are being discussed. Edwards said that he is a resident of southeast Iowa City and he is not against development, or against the proposed project. He said that the 16 proposed units may have no impact on the Grantwood School. However, he said that people in the area consider that it is not a not in my back yard issue, but a not all in my back yard problem. He said that part of the City has taken a much larger percentage of subsidized housing than other areas, and that should be a thought for future planning. MOTION: Greazel proposed a motion to approve the request to acquire land for the construction of 16 units in the Whispering Meadows subdivision for affordable rental housing. Bears seconded the motion. Motion passed with a vote of 4:1. Hayek voted against. MONITORING REPORTS Neighborhood Centers of Johnson County- Planning Bears mentioned that the police chief had a meeting with the Broadway neighborhood. She said that the meeting was well attended, and there was a good dialog. Bears stated that there was also a job fair in the Broadway neighborhood, which was successful. Shelter House- land Acquisition (FY04 Project) Hayek said that he received an email back saying that Shelter House would purchase the land by mid- December. He said that they are in the process of having an appraisal on the land performed, and there are some improvements to the land that would be made by the current owner. Elder Services Inc. - Small Repair Program (FY04 Project) Hayek said that he got an email back saying that Elder Services received $27,000 for this project. Elder Services were given permission to extend their time for spending it until the end of this year. He mentioned that they have already spent $22,000. Elder Services anticipates spending the funds in the time frame specified in the amendment. He said that they served 35 persons to date for 52 projects. He added that they started to do home safety assessments. Whispering Garden- Affordable Rental (FY04) Hayek mentioned that this section has been mentioned in detail in the new business section. Greater Iowa City Housing Fellowship- Affordable Rental There was no update because Anthony, the project monitor, was absent. Tabled for next month. ADJOURNMENT Greazel moved to adjourn. Edwards seconded. Motion passed 5-0. The meeting adjourned at 8:30 PM Minutes submitted by Bogdana Rus s:/pcd/minutes/hcdc/2004/hcdc10-21-04.doc = Q .- rI.I rI.I .- a a Q u ...... = ~"C a .. c.Q Q rJ - ~ ~~ t~~ ~rJo ~=o >.~N :,:"C = = = ~ at: a< Q u ~ ~ = .- rI.I = Q = \C ,....¡ -- M ,....¡ QC) ,....¡ -- ,....¡ ,....¡ ,....¡ J:LI J:LI I I J:LI M ><: I ><: ><: ><: I ><: -- -- -- -- Q 0 0 I I 0 ,....¡ I I Q\ I I M ><: ><: ><: I ><: ><: ><: I ><: ><: -- I I Q\ Q I I Q\ ~ ~ ~ ~ ~ ~ ~ ~ ~ I ,....¡ I -- QC) I Q I .,. I ,....¡ ><: ><: ><: 0 0 0 ><: ><: ><: I t:: I Q I r--- ~ ~ ~ I ,....¡ ><: ><: ><: ><: ><: ><: I -- \C 0 0 0 I Q I Q I M ><: ><: ><: 0 0 0 ><: ><: ><: I -- I .,. Q I .,. 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Is there a copy that I can check out to review at home? I cannot afford to buy a copy. I am guessing that the cost is very high. I saw something that is not clear and therefore is somewhat dishonest in the Steps draft regarding Seats bus transportation and senior citizens. I can't give you a quote but it says that seniors/disabled can ride those buses. I think that document needs to be very clear that seniors cannot ride those buses in Iowa City unless they have a Doctor's declaration that they are disabled. That leaves out too many elderly people who do not drive or should not drive. It is the lower income seniors who are mostly effected by that rule. There are other aspects of the transportation part that seems to need extra attention such as some of the supportive services are too far from the city bus line and the walkway too dangerous for elderly people to walk. It is not uncommon for lower income elders to be too proud or vane to try to be classified as "disabled" and therefore they cannot ride the SEATS buses. Some of the elderly non-riders are much more frail and physically disadvantaged than some frequent SEATS bus riders. SEATS rules need to be revised. It seems that some CDBG money could be used to at least provide a weekly grocery trip available to the subsidized senior housing projects. Senior transportation for a weekly grocery trip is provided for senior buildings in Cedar Rapids and in Burlington for example. What is the process for making comments on the Steps draft? Charlotte Walker Seniors on Guard and member of the Johnson County Task Force on Aging *** eSafe scanned this email for malicious content *** *** IMPORTANT: Do not open attachments from unrecognized senders *** 11/3/2004 Page 1 of2 Steven Nasby From: Stephen Long Sent: Wednesday, November 03,20044:37 PM To: Steven Nasby; Tracy Hightshoe Subject: FW: City Steps additions -----Original Message----- From: Karen Kubby [mailto:kubby@pobox.com] Sent: Wednesday, November 03,20044:27 PM To: Stephen-Long@iowa-city.org Subject: City Steps additions Steve, I have a few suggested additions to the City Steps document. My comments focus on the Public Facility and Public Service Needs sections as they relate to health care: 1. Page 113 Public Facility Needs Free Medical Clinic is not the only not for profit health care facility in Iowa City. Emma Goldman Clinic also has infrastructure needs. Both have maintenance issues. I suggest adding in the text: "Emma Goldman Clinic is another non-profit health care facility that sees between 5-6,000 clients per year. Both Free Medical Clinic and Emma Goldman Clinic have facility maintenance needs." And in the strategy to add the following (addition is underlined): Strategy: "Support expansion and maintenance needs of existing medical/dental facilities." 2. Page 114 Public Service Needs Add: "From October 1,2003 to September 30,2004, Emma Goldman Clinic subsidized 4,708 (over 90%) oftheir clients at the level of $229,168. With the closing of the University ofIowa's Family Planning Clinic, which utilized Federal dollars to provide reproductive health care services, there will be great need for those clients to find other facilities that can provide their reproductive health care. The level of subsidy will grow as a result of some of the UI clinic's clients shift their place of health care to Emma Goldman Clinic. The ability of Emma Goldman Clinic to provide the needed increase in subsidies is not infinite." [This information about UI Family Planning closing was not available at the time of the hearings. It will have a huge impact on the ability of people to financially access reproductive health care services and on the ability of EGC to absorb the income based sliding scale and discounts we offer teens and young adults.] 1114/2004 Page 2 of2 Hope these comments can be included. Let me know what you think. Karen Kubby Emma Goldman Clinic =====Privacy Statement===== ATTENTION: This electronic document may contain confidential information and is intended for use by the addressee and/or their intended representatives only. Review by unintended individuals is prohibited. If you are not the intended recipient, please do not read, transmit, copy, disclose, store or utilize this communication in any manner. 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Thank you. 11/4/2004 CITY OF IOWA CITY FY06 ALLOCATIONS TIMELINE Dates Subject to Change Dec. 10, 2004 Dec. 16, 2004 Jan. 12, 2005 Jan. 20, 2005 Feb. 17, 2005 Mar. 4, 2005 Mar. 10, 2005 Mar. 17, 2005 Mar. 24, 2005 Mar. 31, 2005 May 1, 2005 May 1, 2005 May 3, 2005 May 3, 2005 July 1, 2005 Public notice that CDBG and HOME applications are available CDBG/HOME Applicant Workshop CDBG/HOME Applicant Workshop Applications due to City of Iowa City by 12 noon HCDC meeting question/answer discussion with applicants HCDC ranking forms due to City staff HCDC meeting: review of groupings and consensus funding scenario HCDC meeting: recommendation on CDBG/HOME funding awards HCDC justifications memo due for council packet Draft FY06 Annual Action Plan done - 30-day comment period begins Expiration 30-day comment period on the FY06 Annual Action Plan If Needed - joint HCDC/City Council meeting City Council: public hearing on the FY06 Annual Action Plan City Council: resolution-approving the FY06 Annual Action Plan Start FY06 projects 11-18-04 DRAFT December 2004 FY06 APPLICANT GUIDE IOWA CITY CDBG AND HOME PROGRAMS This guide outlines requirements for individuals/organizations (applicants) applying for and receiving Community Development Block Grant (CDBG) and/or HOME Investment Partnership (HOME) program funds through the City of Iowa City. The applications for FY06 funding (housing and non-housing) include a number of narratives, statistical and financial questions so please contact staff if you have questions or need technical assistance. HCDC strongly encourages new applicants to attend one of the CDBG/HOME Applicant Workshops before submittal, however all applicants are welcome to attend. The Applicant Workshops are scheduled as follows: Thursday, December 16, 2004, Lobby Conference Room, City Hall at 5:30 PM Wednesday, January 12, 2005, Emma Harvat Hall, City Hall at 9:00 AM NEW FOR FY06 (Choose One Option, Modify or Suggest a Different Guide) 1) To encourage the distribution of housing and residential facilities (e.g. permanent housing - rental and homeownership, transitional housing, homeless shelters, and special needs housing), HCDC and the City Council will consider potential impacts on elementary school districts. Attached, as Appendix B, is a listing of the low-moderate income rates of the ICCSD by building. Housing projects that propose a location or locations within elementary school districts that are over the ICCSD average of 20% low-moderate income students may be denied for funding or other support by HCDC or the City Council. 2) HCDC and the City Council encourage the distribution of housing and residential facilities (e.g. permanent housing - rental and homeownership, transitional housing, homeless shelters, and special needs housing) throughout the community. To further this objective, the Council has appointed a scattered site housing task force to review the placement of subsidized housing in our community and make recommendations concerning policies to implement this objective. Until a policy is formally approved, funding may be denied or other support withheld by HCDC or the Council if a proposed housing project is located in the Wood, Twain and/or Roosevelt elementary attendance areas. Financial Terms for CDBG\HOME Applicants The U.S. Department of Housing and Urban Development (HUD) is encouraging both grantees (cities, counties and states) and applicants (subrecipients such as yourselves) to maximize private investment. HUD has set a national goal of leveraging three private dollars for each public dollar invested in a project. Although this is not a program requirement we are asking you, as applicants, to leverage private funding, volunteers and in-kind contributions whenever possible and to include this information on your application. Both volunteers and in-kind donations are very important. These contributions are worth points in the ranking sheets and are included in HCDC's evaluation of your application. A revised section detailing the amount and value of volunteer labor is included in the FY06 application forms. Applicants can apply for grants and/or loans from the CDBG and HOME programs. All applications will be evaluated and ranked by HCDC. A copy of the ranking sheet has been included in this document. HCDC has recommended the following financial assistance format for CDBG and HOME applications. . Housing activities by a for-profit organization will be eligible for an amortized loan for the period of HOME affordability up to 30 years. The interest rate will be prime rate (as of January 1, 2005) minus two points. . Housing activities by a non-profit organization will be eligible for a 0% amortized loan for the DRAFT period of HOME affordability up to 30 years. Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the applicant/owner must repay the City the difference between the appraised value and the total project cost, up to 100% of the City's contribution. . Public Facilities activities undertaken by non-profit organizations will be eligible for a Conditional Occupancy Loan (no interest or repayments for as long as the applicant operates the facility for the use specified in the CDBG Agreement). Upon termination of the Agreement for cause or convenience, 100% of the original CDBG award will be repaid. . Public Service activities will be funded as grants. ** All financial terms are subject to change as directed by the City Council ** If an applicant requests different terms that those found above, the applicant must submit a written request directly to the City Council prior to April 25, 2005. CDBG\HOME Funding Process The following is a proposed timeline for the FY06 CDBG\HOME funding process. This process is slightly changed from prior years; however, the basics remain the same. 1. Applications Due 2. HCDC Meeting - Question\Answer with Applicants 3. HCDC Meeting - Review Grouping and Consensus 4. HCDC Meeting - Funding Recommendations 12 noon -- January 20, 2005 February 17, 2005 (Feb. 16, if needed) March 10, 2005 March 17, 2005 Introduction to Applicant Guide Part I of this guide describes the amount of funding available for allocation in FY06. Part II clarifies requirements for those considering applying for funds. Part III specifies provisions contained in the Agreement between the City of Iowa City and the Applicant. PART I. FEDERAL FUNDING EXPECTED TO BE AVAILABLE FOR FY06 In FY06 the City of Iowa City is expecting to have available approximately $1,995,200 in federal funds from the U.S. Department of Housing and Urban Development (HUD). Of this figure, Community Development Block Grant (CDBG) funds account for about $931,000. The CDBG program may be used to fund a wide range of activities from housing projects to the provision of human services. The HOME Investment Partner- ship program accounts for about $1,064,200. The focus of the HOME program is for affordable housing activities; homeownership opportunities, rehabilitation, or new construction for rental or owner-occupied units and tenant based rent assistance). The City of Iowa City has adopted the 2006-2010 Consolidated Plan (a.k.a. CITY STEPS), as the overall guide for allocating CDBG and HOME funds. CITY STEPS has five-year priorities, strategies and goals designed to address the needs of low-income persons for housing, jobs and services in Iowa City. Priorities and 5-year goals as outlined in CITY STEPS are attached. Because CITY STEPS is a multi-year plan it is important to structure each annual action plan so that the overall strategies and goals are being met. The City Council will review and approve the FY06 Annual Action Plan before it is submitted to HUD. These goals, and the City's efforts to meet these goals, will be the method HUD will use to measure the City's performance and compliance with the CITY STEPS Plan. In order to direct CDBG and HOME funds to activities meeting these multi-year goals, funds will be allocated to five categories. The categories and the approximate amount of funds available in each are as follows: DRAFT Housing Activities Public Services Economic Development Activities Public Facilities and Infrastructure Program Administration and Planning $1,055,000 $124,100 $159,600 $426,000 $230,500 $ 1,995,200 TOTAL A requirement of the HOME program states that not less than 15% of the HOME allocation be reserved for Community Housing Development Organizations (CHDOs). In FY06 this set-aside is to be a minimum of $114,500. This amount is contained in the Housing Activities category as shown above. Please note that the dollar amounts assigned to each category are somewhat flexible. Also, it is the City Council's policy to allocate $105,000 of the Public Services funds to annual operating expenses of Human Service Agencies, as part of the City's Aid to Agencies budget. This leaves approximately $19,100 for distribution to other public service activities. In addition, there are set-asides for the Iowa City Housing Rehabilitation program of $200,000 and $159,600 for the Council's CDBG Economic Development Fund. When the Housing Rehabilitation Program set-aside is subtracted from the Housing Activities category there is approximately $855,000 left for distribution to housing applications including CHDOs. PART II. APPLICATION REQUIREMENTS AND CONSIDERATIONS Applicants for these federal funds should evaluate the following HUD guidelines as well as City policies contained in CITY STEPS when considering the types of proposals, funding estimates, and time schedules for achieving their program\project goals. National Objective ALL Proposals must address a Low-Moderate Income Benefit a. CDBG Funds The National Objective of the CDBG Program is the "development of viable urban communities by providing decent housing and suitable living environments, and expanding economic opportunities, principally for persons of low and moderate income." At least 51 % of the program beneficiaries (persons or households) must have incomes at or below 80% of the local median income category. (Where assistance is provided directly to individual households (e.g. housing rehab), all of the households must have incomes below 80% of the median household income). b. HOME Funds The national objective of the HOME program is the provision of safe and decent affordable housing. All activities undertaken with HOME funds must benefit persons or households below 80% of median family income. An additional income restriction is added for rental housing projects funded by HOME. For these rental projects, 90% of the HOME assisted units must be targeted to persons and/or households below 60% of the median family income. DRAFT Following are the median income limits established for Iowa City effective January 28, 2004. Persons per household 30% 60% 80% 1 person $15,150 $30,300 $40,250 2 persons $17,300 $34,620 $46,000 3 persons $19,450 $38,940 $51,750 4 persons $21,650 $43,260 $57,500 5 persons $23,350 $46,740 $62,100 6 persons $25,100 $50,160 $66,700 7 persons $26,800 $53,640 $71,300 8 persons $28,550 $57,120 $75,900 The CDSG statute pertaining to the low-moderate income national objective specifies criteria for determining low- and moderate-income benefit. 1. The activity must be carried out in an area or neighborhood consisting predominantly of low- moderate income persons, or the activity must involve facilities or services designed for use predomi- nantly by low-moderate income persons. Demographic information is available at the Planning Department. In some instances, applicants may need to conduct a survey of the potential beneficiaries to determine income eligibility. 2. Housing that is being improved, as part of a project must be occupied predominantly by low- moderate income persons. 3. Job creation or retention as an activity must involve employment of predominantly low and moderate- income persons. ELIGIBLE ACTIVITIES a. Activities that can be carried out with CDBG funds include, but are not limited to, the following: · Acquiring real property, demolishing structures and clearing property, and relocation assistance for residents of property being demolished. · Rehabilitation or preservation of residential and nonresidential structures, including weatherization, painting, accessibility improvements, emergency repairs and comprehensive rehabilitation. · Construction of public facilities and improvements, such as water and sewer facilities, infrastructure repairs and installation of curb ramps, construction of neighborhood centers and installation of accessible playground equipment. The provision of public services within the limit of 15% o.f the community's CDBG allocation, including education, training, employment, health, drug abuse, fair housing, crime preven- tion, child care, recreation, and energy conservation programs. The City of Iowa City currently allocates $105,000 to the Human Services agencies in conjunction with its "Aid to Agencies" budget. b. Activities that can be carried out with HOME funds include the following: DRAFT · Acquisition of real property (including Home Ownership Assistance), payment of "soft" costs associated with a project, demolition and clearing property, site and infrastructure improvements, and relocation assistance for persons being displaced by a HOME activity. · Rehabilitation or preservation of residential structures (comprehensive rehabilitation only). · Tenant Based Rental Assistance (TBRA) for a period of up to 24 months. · New construction of affordable housing units (rental or owner-occupied). · Operational expenses and Capacity Building for Community Housing Development Organizations (CHDOs) within the limit of 5% of Iowa City's HOME allocation. INELIGIBLE ACTIVITIES The following types of activities that are ineligible include, but are not limited to, the following: · Buildings for general conduct of government and expenses required to conduct the regular responsibilities of local government, e.g. street maintenance, public buildings for government. · Political, religious and lobbying activities, income payments, such as rent assistance and mort- gage payments. · CDBG ONLY: New housing construction, except for residential facilities providing shelter for persons with special needs (homeless shelters, convalescent homes, halfway houses, and group homes). · Purchase of construction equipment, office equipment, fixtures, motor vehicles, furnishings or other personal property not an integral structural fixture such as computers, typewriters and other office equipment. PERFORMANCE SCHEDULE AND PA YMENT Performance schedules will be outlined with the goal of completing the project within the City's fiscal year (July 1-June 30). After the contract has been formalized, disbursements can be made upon receipt of 1) invoices for labor, materials and services rendered, and 2) signed lien waivers (as appropriate) covering all amounts to be paid. In some instances, pre-agreement costs may be reimbursed to applicants; however, Community and Economic Development staff must be contacted prior to making any pre- agreement disbursements. In case of minor cost overruns or requests for additional funding the City Manager and staff may approve a contract amendment that is non-substantial. In the case of substantial changes (as defined in the 2006-2010 Consolidated Plan a.k.a. CITY STEPS) the Housing and Community Development Commission and City Council must approve the change and an amended agreement is required. BUDGETCON~DERAnONS In estimating the amount of the proposal or the project budget, applicants should try to obtain documentation for the costs and consider the following expenses: · Appraisals, legal fees, title opinions and surveying costs for property acquisition projects. · Building permits, engineering or surveying costs, zoning application fees, professional fees, DRAFT advertising and bidding costs for rehabilitation and building projects. Other project costs such as compliance with HUD regulations (audits, labor standards, environmental studies, fair housing, etc.) which are listed in Part 11/ of this guide should also be included. Applicants should become familiar with that section of the Guide prior to submitting an application. NOTE: Rental housing projects, regardless of funding sources, will be required to complete and submit the proforma attached to the FY06 application form. HOME PROJECTS ONLY: HOME funds are required to be matched at the rate of one match dollar for each four HOME dollars or 25% of the HOME funds being requested. The City has made a commitment to match local HOME dollars, however, we also expect applicants for local HOME funds to contribute to meeting this matching contribution (see HOME regulations for eligible forms of match). Applicants requesting State HOME funds must describe how the project will meet this additional match requirement without the use of City funds or resources. If the State's portion of the match requirement is being waived or is lower than the required 25%, a letter from the Iowa Department of Economic Development must be obtained by the applicant at the time of this application for local HOME funds. ** Applicants may wish to meet with staff before filling out the application to discuss the project budget, potential costs and the estimates for project expenses. PART III. COMPLIANCE WITH FEDERAL REGULATORY REQUIREMENTS All CDSG\HOME contracts include requirements imposed by various Federal-sponsoring agencies. These include procurement standards for labor, materials, supplies and services not only related to the project but also to the applicant's operation. 1. Procurement standards and subcontracting requirements are set forth in OMS Circular A-110. This circular is provided to the applicant at the time of signing the Agreement with the City. However, the following list briefly describes the main points in contracting for services and purchasing supplies and materials. 2. Affirmative efforts shall be made to utilize small and minority-owned businesses or sources of supplies and services. Conflict of Interest rules will also apply. 3. Construction contracts in excess of $2,000 shall comply with the Fair Labor Standards Acts. Specifically, 1) The Davis-Bacon Act which requires contractors to pay wages to laborers and mechanics at a rate not less than the minimum wages specified in a wage determination made by the Secretary of Labor, 2) Copeland Anti-Kick Back Act which prohibits employers from inducing employees to give up any part of the compensation to which they are otherwise entitled, and 3) The Contract Work Hours and Safety Standards Act which requires contractors to compute wages on the basis of a standard work week of 40 hours. Work in excess of the standard workweek shall be permissible if the worker is compensated at a rate of 1 ~ times the basic rate of pay for all hours worked in excess of 40 hours in the workweek. No worker shall be required to work in unsanitary, dangerous or hazardous surroundings. 4. Contracts over $10,000 shall contain requirements relating to Equal Employment Opportunity. 5. Provisions for termination shall also be included in all contracts. 6. Records should be kept for all procurements. Contracts/procurements for more $25,000 shall DRAFT include the basis for selection, justification for lack of competitive bids when necessary, and basis for award, cost or price. 7. Contracts in excess of $25,000 shall contain provisions and conditions that allow for administrative, contractual or legal remedies in instances in which contractors violate or breach contract terms. 8. Contracts in excess of $100,000 shall meet bonding and Section 3 requirements. 9. Provisions regarding federal regulations on Non-discrimination, Equal Employment, Affirmative Marketing and Fair Housing. 10. Acquisition, Displacement and Relocation are also contained in the Agreement. 11. Lead based Paint regulations regarding interim controls and abatement may also apply. PART IV. FINANCIAL MANAGEMENT Standards for financial management and record keeping are provided in OMB Circulars A-110 and A-122. Local accountants and agency directors experienced with federal requirements may be helpful resources. · A separate ledger for the CDBG and/or HOME account is strongly recommended. · Appropriate time distribution records must be kept for employees paid with CDBG funds in addition to other funds. · All project-related expenditures must be supported by third party documentation (invoices, contracts, and purchase orders). Lien waivers are required from all contractors and subcontractors. · Reductions in project costs or increases in the commitment of other funding, if any, shall be brought to the immediate attention of staff. The impacts of these changes must be discussed with staff and appropriate reductions in CDBG and/or HOME funds may be made on a pro-rated, case-by-case basis. PART V. REPORTING AND MONITORING Community and Economic Development staff will monitor all aspects of the project beginning with pre- agreement activities, goal setting to project closeout. Any project changes must be approved by the City. All notices and reports should be directed to: Community and Economic Development Division 410 East Washington Street Iowa City, Iowa 52240. Periodically, Community and Economic Development staff and HCDC members will conduct monitoring visits to review project progress, financial management, construction contracts, time records related to the project as well as client statistics. Staff will attempt to give reasonable notice prior to the site visit. In most cases, a financial audit of the project expenditures will be required. Qualified individuals who are sufficiently independent of the agency and can produce unbiased opinions and conclusions should conduct these audits. Audit reports should be submitted within six months of project completion and final disbursement of funds. DRAFT For organizations that expect to receive more than $500,000 in federal assistance from all sources are required to have an audit covering the financial activities of the organization as well as the project disbursements will be required as set forth in OMB Circular A-133. All records relating to the project should be kept for at least five (5) years following the completion of the project/activity or five years past the end of any compliance period stated within the CDBG Agreement. For HOME projects this means keeping records for five (5) years past the end of the affordability period as noted in the HOME Agreement between the recipient and the City of Iowa City. The City of Iowa City requires quarterly reports and has a standardized reporting form. This reporting requirement will be within the agreement. The compliance period will vary depending upon the regulatory requirements of the CDBG and/or HOME program and the information contained within the CDBG\HOME application. During the compliance period, Community and Economic Development staff will request records relating to the stated purpose of the project to see if goals have been carried out, to review the low and moderate income benefit requirements as established by HUD, and to monitor the financial status of the organization. DRAFT HUD Table IV.1 LISTING OF PRIORITY NEEDS (Rental Households) Priority Need Level 2000 2000 ESTIMATED PRIORITY HOUSING NEEDS High, Medium, Low, ESTIMATED DOLLARS (households) No Such Need UNITS NEEDED TO ADDRESS 0-30% 31-50% 51- 80% Small Cost Burden> H H L 971 $23,304,000 Renter 30% Related Cost Burden> H H M 489 $11,726,000 50% Physical L L L N/A -- Defects** Overcrowded* L L L N/A -- Large Cost Burden> H M L 145 $3,480,000 Related 30% Cost Burden> H H M 68 $1,632,000 50% Physical L L L N/A -- Defects** Overcrowded* H M L N/A -- Elderly Cost Burden> M M L 205 $4,920,000 Related 30% Cost Burden> M M M 152 $3,648,000 50% Physical L L L N/A -- Defects** Overcrowded* M M L N/A -- *Estimated units were not available in the 2000 U.S. Census and 2000 CHAS data ** Physical defects include an estimate of units that are older than 1980 and rented by LM I households. DRAFT LISTING OF PRIORITY NEEDS (Owner Households) Priority Need level 2000 2000 ESTIMATED PRIORITY HOUSING NEEDS High, Medium, Low, ESTIMATED DOLLARS (households) No Such Need UNITS NEEDED TO ADDRESS 0-30% 31-50% 51- 80% Owner Small Cost Burden> M L L 534 $12,716,000 Related 30% Cost Burden > M L L 223 $5,352,000 50% Physical H H M N/A -- Defects** Overcrowded* L L L N/A -- Large Cost Burden> M L L 72 $1,728,000 Related 30% Cost Burden> M L L 24 $576,000 50% Physical H H M N/A -- Defects** Overcrowded* L L L N/A -- Cost Burden> M M L 279 $6,696,000 Elderly 30% Related Cost Burden> M L L 105 $2,520,000 50% Physical H H M N/A -- Defects** Overcrowded* L L L N/A -- *Estimated units were not available in the 2000 U.S. Census and 2000 CHAS data ** Physical defects include an estimate of units that are older than 1980 and rented by LMI households. DRAFT Priority Need Level ESTIMATED PRIORITY HOMELESS NEEDS High, Medium, Low, No Such Need DOLLARS NEEDED TO ADDRESS Outreach Assessment Families Individuals w/ Special Needs -- M M M Emergency Shelters Families Individuals w/ Special Needs 1,620,000 H H M Transitional Shelters Families Individuals w/ Special Needs -- H H H Permanent Supportive Housing Families Individuals w/ Special Needs -- L N H Permanent Housing Families Individuals w/ Special Needs -- H H N Information on this table is based upon statistics from the 2000 U.S. Census IV F. NON-HOUSING COMMUNITY DEVELOPMENT PLAN TABLE IV. 5 Non-Housing Community Development Priorities PRIORITY COMMUNITY DEVELOPMENT Priority Need Level ESTIMATED 2000 NEEDS High, Medium, Low, DOLLARS NEEDED No Such Need TO ADDRESS PUBLIC FACILITY NEEDS Senior Centers L $1,200,000 Youth Centers H $1,785,000 Neighborhood Facilities H $1,785,000 Child Care Centers M $2,000,000 Trails, Art, Parks, Recreational Facilities L $6,525,000 Health Facilities L $100,000 Parking Facilities N $1,933,660 Other Public Facilities, Airport, Civic Center L $10,400,000 INFRASTRUCTURE IMPROVEMENTS Solid Waste Disposal Improvements L $2,270,000 Flood Drain Improvements L $1,750,000 Water Improvements L $3,330,000 DRAFT PRIORITY COMMUNITY DEVELOPMENT Priority Need Level ESTIMATED 2000 NEEDS High, Medium, Low, DOLLARS NEEDED No Such Need TO ADDRESS Street Improvements L $2,500,000 Sidewalk Improvements L $2,150,000 Sewer Improvements L $3,100,000 Asbestos Removal L unknown Other Infrastructure Improvements Needs L $441,340 PUBLIC SERVICE NEEDS Senior Services M $1,778,000 Services for Persons with Disabilities M $8,031,660 Youth Services H $28,792,154 Transportation Services H Unknown Substance Abuse Services H $19,923,100 Employment Training H $20,054,000 Crime Awareness L $3,360,054 Fair Housing Activities H $100,000 Tenant/Landlord Counseling L $1,975,000 Child Care Services H $20,200,000 Health Services H $40,400,025 Other Public Service Needs H $37,065,410 ACCESSIBILITY NEEDS Accessibility Needs H $22,831,300 HISTORIC PRESERVATION NEEDS Residential Historic Preservation Needs L $6,500,000 Non-Residential Historic Preservation L $5,000,000 Needs ECONOMIC DEVELOPMENT NEEDS Commercial-Industrial Rehabilitation M $1,250,000 Commercial-Industrial Infrastructure L $1,000,000 Other Commercial Industrial Improvements L $1,250,000 Micro-Businesses H $500,000 Other-Businesses M $225,000 Technical Assistance M $50,000 Other Economic Development Needs L Unknown OTHER COMMUNITY DEVELOPMENT Energy Efficiency Improvements M $48,060,000 DRAFT PRIORITY COMMUNITY DEVELOPMENT Priority Need Level ESTIMATED 2000 NEEDS High, Medium, Low, DOLLARS NEEDED No Such Need TO ADDRESS Lead-Based Paint Hazards H $17,280,000 2160 units x 8,000/per Code Enforcement L $4,101,975 PLANNING Planning M $2,069,515 DRAFT RANKING CRITERIA FOR CDBG\HOME PROJECTS This ranking sheet will be used as a auide to assist the Housing and Community Development Commission (HCDC) in the FY06 allocation process. HCDC members will rank each project according to the questions\criteria shown below. Each question or criteria will then be assigned a point value. The five categories below are given a total number of points and have been weighted according to their importance. Mark the number of Doint(s) for each auestion\criteria and total the Doints in each section. I. Need\Prioritv (maximum 20 total Doints) 1. Meets a CITY STEPS priority? 2. Has the applicant documented a need for this project? 3. Project meets the goals or objectives in CITY STEPS? (High=10, Medium=6, Low=3 points) (0-5 points) (0-5 points) SUB-TOTAL II. Leveracinc Resources (maximum 25 Doints) 1. Does the project allow for the re-use of CDBG\HOME funds? A. Housing and ED Projects -- Principal & interest [30 year or less Amortization] B. Public Facility Projects -- Conditional Occupancy Loan (future repayment) C. Public Service Projects -- Grant (no repayment) 2. Project leverages human resources [volunteers, etc.] 3. Project pays property taxes or a payment in lieu of taxes 4. Project leverages private financial resources? [Including in-kind] o to 25% Private Funds (0-2 points) 26 to 50% Private Funds (3-4 points) 51% to 75% Private Funds (5-6 points) 76% to 99% Private Funds (7-8 points) (0-7 points) max. 7 points 1 point o points (0-8 points) (0-2 points) (0-8 points) SUB-TOTAL_ III. Feasibilitv (maximum 20 Doints) 1. The project will be completed within the required time period? 2. Project budget is justified? [Costs are documented\reasonable] 3. The level of public subsidy is needed? [Private\other funds not available?] 4. Has applicant documented efforts to secure other funding? (0-6 points) (0-6 points) (0-4 points) (0-4 points) SUB-TOTAL_ IV. ImDact\Benefit (maximum 25 Doints) 1. Primarily targets low-income persons (0-30%=10,31-50%=6,51-80%=4 points) 2. Project produces adequate benefits to the community related to cost? (0-5 points) 3. Does the project help persons gain self-sufficiency? (0-5 points) 4. Outcome data indicates program objectives can be met? (0-5 points) SUB-TOTAL_ V. CaDacitv\Historv (maximum 10 Doints) 1. Applicant has the capacity to undertake the proposed project? 2. If previously funded, has applicant completed prior project(s) and maintained regulatory compliance? 3. If new, applicant can maintain regulatory compliance? (0-4 points) (0-6 points) (0-6 points) SUB-TOTAL_ GRAND TOTAL:_ PROJECT NAME: PROPOSED ALLOCATION: $ (Projects under 60 points receive $0) I:i: ~ - c ( ) o L- ( ) a.. II) ñi 0 C) m 11. w I- m ~ Õ 'ï:' ( ) "0 C 2 L- 0 L- ( ) > 0 - c ::¡ 0 >f¿ >f¿ >f¿ >f¿ >f¿ >f¿ >f¿ >f¿ >f¿ '*- E 0 0 0 0 0 0 0 0 0 <C 0 0 0 0 0 0 0 0 0 0 "0 ( ) - ( ) º >f¿ '#. '#. '#. '#. '#. >f¿ '#. '#. '*- E 0 0 0 0 0 0 0 0 0 0 0 0 0 (,) II) c 0 ~ CIS 0 .. 0 0 0 0 0 0 0 0 0 0 0 <ë ffl ffl ffl ffl ffl ffl ffl ffl ffl Eoi9- 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ñi 0 0 o. 0 0 0 0 0 0 0 0 o. 0 0 0 0 q o. o. 0 0' C) 0 L6 0 0 0 0 0 L{') L{) 0 v. co. ..- LC 0 I"- 0 0 0 l"- i'.' 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Þ a> :s: cD E o () .5 E ~ OJ e 0. - o - 0. .¡¡¡ () a> .... a> J:: - "C C ro a> - :J ro - (/) (9 cc o Ü >. .0 "C a> c 'E .... a> ã5 "C ~ ro (/) c o :¡::¡ ro () .Q c¡¡ a> () '2: a> CJ) .S1 :g...: c..1I5 .. >. DRAFT FY06 Non-Housing Application Guidelines · The application may not be longer than 13 pages. · All materials must be typed - 10 point font or larger. · Please have application form and supporting documentation copied single-sided. · Submit one copy of the application package to the City of Iowa City. · Only one project proposal may be submitted on each application form. Please use separate application forms for each project proposal. · The application packet may also be found at www.icgov.orgjgrants.htm CDBG/HOME Applicant Workshops will be held: Thursday, December 16, 2004, Lobby Conference Room, City Hall at 5:30 PM Wednesday, January 12, 2005, Emma Harvat Hall, City Hall at 9:00 AM Due January 20, 2005 by 12:00 noon - No Exceptions ~~ CITY OF IOWA CITY Planning and Community Development 410 East Washington Street (319) 356-5230 steve-Iong@iowa-city.org tracy-hightshoe@iowa-city.org steven-nasby@iowa-city.org ngAI:T City of Iowa City FY06 Funding Request for Non-Housing Projects 1 . Name of Project: 2. a. Total Amount of CDBG Funds Requested: $ b. Loan:$ 3. Name and address of applicant/organization: If a new applicant, did you attend the Applicant Workshop? If yes, please circle the date attended. December 16, 2004 January 12, 2005 4. Contact Person: Phone Number: Fax Number: Email Address: 5. Location of proposed project: 6. Check CITY STEPS Objective (check only one): Homeless Needs Public Facility Needs Public Service Needs Economic Development Needs 7. Brief summary of the proposed project (please limit response to a paragraph). Section 1 - Need/Priority 8. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS plan and the Maxfield Housing Market Analysis. (Please specify the one most aøølicab/e ørioritv need and priority need level, as shown on pages 98-99 and 110-111 in CITY STEPS). Priority Need Level (High, Medium or Low) Priority Need FY06 Non-Housing Application 1 ppdcdbg/fy06 non-housing app with blanks.doc nCACT 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. Section 2 - Leveraging Resources 10. Is the project requesting a grant or a loan? If a loan is requested, please indicate the applicable loan terms (circle applicab/e line). Please note that all loan terms are subject to negotiation and/or modification by the HCDC or City staff. Type of Loan: Economic Development - For-profit (3% amortized loan) Economic Development - Non-profit (1 % amortized loan) Public Facilities Project - Non-profit (conditional occupancy loan) Public Service Project (grant) Amount: Years: 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for constructionlrehab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budget. FY06 Non-Housing Application 2 ppdcdbg/fy06 non-housing app with blanks.doc -_.a_- Budget Breakdown Expense Category Type Status (e.g. salaries, acquisition, rehab) List Source of If possible, please CDBG In- prioritize the budget Funds Other Funds Other Funds Kind Cash Antic. Comm. Please place an 'X" in box that applies: $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Tota/ $ $ Amount of private\agency\other funds $ (a) Amount of CDBG funds $ (b) Total Project Funding $ (c) (a + b) Number of persons assisted (d) (see question 18) Total cost per person (e) (c + d) Total CDBG Cost Per Person $ (f) (b + d) 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor hours x $10 per hour = $ Skilled labor (. ) hours x$ per hour = $ FY06 Non-Housing Application 3 ppdcdbglfy06 non-housing app with blanks.doc __ a__ Skilled labor (. ) hours x$ per hour = $ Skilled labor (. ) hours x$ per hour = $ Skilled labor (. ) hours x$ per hour = $ Total $ 13. List other groups or organizations that were asked to contribute to or fund this project and the status of those funds (include anticipated dates of funding awards or decisions). 14. Does the proposed project pay property taxes? Yes - No - If yes, what is the estimated value of taxes generated from this Project? $ If property taxes are not paid, does the proposed project pay a Payment In Lieu of Taxes? Yes - No If "yes", what is the percent of full taxes paid? _% and amount paid - $ Section 3 - Feasibility 15. If funds are awarded, will the project/program continue after the CDBG funds end? Yes No Please explain. 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any project agreement for the use of CDSG funding. Date: Description of Activity: July 1, 2005 Beginning of City Fiscal Year and Project Start Date FY06 Non-Housing Application 4 ppdcdbg/fy06 non-housing app with blanks. doc Section 4 - Impact\Benefit to the Community 17. The strategies and objectives of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs and services for low-moderate income persons. Please describe how the proposed project ties into this concept and partners with existing services or fills a gap within the community. 18. List goal(s) of this project. In addition, please indicate the population to be served by the proposed project according to the income categories shown in the Applicant Guide. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG Agreement). Number between 0 - 30% median income persons (a) Number between 31 - 50% median income persons (b) Number between 51 - 80% median income persons (c) Number between 80 - 100% median income persons (d) Number over 100% median income persons (e) Total persons (f) Percent LMI (a + b + c) + f) 19. As accurately as possible please describe how outcome data indicates that the project objectives can be met. First, describe the outcome data or key elements the project is working towards (e.g. employment). FY06 Non-Housing Application 5 ppdcdbg/fy06 non-housing app with blanks.doc ......" A ,..... 20. Please discuss how these outcome data will be met by the proposed project. 21. On the attached map please indicate the location of the proposed public facility or the site where public services or job training will be offered. Section 5 - Capacity\History of the Applicant 22. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31/04) FY03 (July 2002 - June 2003) FY04 (July 2003 - June 2004) FY05 (July 2004 - June 2005) 23. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations including any CDBG and/or HOME funded projects? Yes _ No _. If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. 24. Please provide evidence of your organization's capacity and experience to undertake and complete the proposed project within the established timetable and budget. FY06 Non-Housing Application 6 ppdcdbg/fy06 non-housing app with blanks.doc .......... ...... Due January 20, 2005 by 12:00 noon - No Exceptions Planning and Community Development 410 East Washington Street - (319) 356-5230 steve-Iong@iowa-city.org steven-nasby@iowa-city.org tracy-hightshoe@iowa-city.org FY06 Non-Housing Application 7 ppdcdbglfy06 non-housing app with blanks.doc DRAFT FY06 Housing Application Guidelines · Application packet may not be longer than a total of 13 pages (17 pages including 20-year Proforma using the provided excel format). · All materials must be typed - 10 point font or larger. · Rental housing projects must complete and submit the attached Proforma form. · Please have application form and supporting documentation copied single-sided. · Submit one copy of the application package to the City of Iowa City. · Only one project proposal may be submitted on each application form. Please use separate application forms for each project proposal. · The application packet may also be found at www.icgov.org/grants.htm CDBG/HOME Applicant Workshops will be held: Thursday, December 16, 2004, Lobby Conference Room, City Hall at 5:30 PM Wednesday, January 12, 2005, Emma Harvat Hall, City Hall at 9:00 am Due January 20,2005 by 12:00 noon - No Exceptions ~~ CITY OF IOWA CITY Planning and Community Development 410 East Washington Street 319.356.5230 steve-Iong@iowa-city.org tracy-hightshoe@iowa-city.org steven-nasby@iowa-city.org DRAFT City of Iowa City FY06 Funding Request for Housing Projects Project Name: Type of Project: General Information 1. Lead Applicant Name: Signature: Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: Federal Tax Identification Number: If a new applicant, did you attend the applicant workshop? date attended. December 16, 2005 January 12, 2005 2. Secondary Applicant (if applicable): Signature: Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: If yes, please circle the 3. Type of Applicant (check one): Community Housing Development Organization Private non-profit organization Private for-profit, individual or partnership applicant Public Organization 4. Amount of Funds Requested HOME: $ CDBG: $ Total Loan Requested: $ FY06 Housing Application 1 ppdcdbg/housing application with blanks.doc DRAFT 5. Provide a brief description of the proposed project (please limit response to space below). Section 1 - Need/Priority 6. Tell us why this project is needed (include information from market studies or other supporting documentation that identifies the need for this type of housing for Iowa City's need) and how it will fill a gap in the City's housing market. 7. Describe how the proposed project addresses the priorities, strategies and goals cited in the CITY STEPS Plan, the Maxfield Housing Market Analysis and/or "Assessing Iowa's Housing Needs" (August 2000) by Professor Heather McDonald. (Please specify the one most applicable priority need and priority need level, as shown on pages 98-99 and 110-111 in CITY STEPS) Priority Need Priority Need Level (High, Medium or Low) FY06 Housing Application 2 ppdcdbg/housing application with blanks.doc DRAFT Section 2 - Leveraging Resources 8. Indicate the applicable loan terms*: Rate: Years: Principal and interest (amortized loan) * See Applicant Guide. Loan terms are subject to negotiation or modification by the City Council. 9. In the space below, please provide the proposed sources and uses of funds for the project. Include all funding requested for the proposed project to be completed (e.g., infrastructure improvements). Where possible please provide third party documentation for project costs. FY06 Housing Application 3 ppdcdbglhousing application with blanks.doc DRAFT 10. a. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Funding Source and Type of Funds: Iowa City CDBG or HOME Funding (public) State of Iowa HOME or CDBG (public) Iowa Finance Authority (IFA)- non-LlHTCs (public) City of Iowa City - Tax Increment Financing (public) City of Iowa City - Tax Abatement or Exemption (public) IFA -- Low Income Housing Tax Credits (public) Other Public Resources (public) (please list): Applicant Contribution of Equity (private) Private Lender Financing (private) Private Foundation(s) (private) Volunteer Labor and/or In-kind Donations (private) Other Private Resources (private) (please list): Amount of Private Funds: Amount of Public Funds Total Project Funding Number of bedrooms Number of publicly-assisted bedrooms Persons assisted (# of bedrooms x 1.5) Requested public subsidy per bedroom Total cost per bedroom Total Public Cost Per Person Total cost per person Amount of Funding Requested: $ $ $ $ $ $ $ $ $ $ $ $ (a) (b) (c) (a + b) (d) (e) (f) (g) b + d (h) c + d (i) b + f ü)c+f Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the applicant/owner must repay the City the difference between the appraised value and the total project cost, up to 100% of the City's contribution. $ $ $ FY06 Housing Application 4 ppdcdbg/housing application with blanks.doc DRAFT 10. b. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor hours x $10 per hour = $ Skilled labor ( ) hours x $_ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Total $ 11. Does the proposed project pay property taxes? Yes No If yes, what is the estimated value of taxes generated from this Project? $ If property taxes are not fully paid, does the proposed project make a Payment In Lieu Of Taxes? No Yes If "yes", what is the percent of full taxes paid? _ % and amount paid $ 12. If partial funds are awarded, will the project/program continue? Yes_ No_ If yes, at what level? 13. Program regulations require a 25% match for HOME funding only. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. If the proposed project is requesting HOME funds from the State of Iowa please describe how the project will meet this matching requirement without the use of City funds. If State HOME match is being waived or reduced please include a letter from the Iowa Department of Economic Development. Local HOME funds requested: $ Local HOME funds requested: $ x .25 = $ x .20 = $ Local Match State Match FY06 Housing Application 5 ppdcdbg/housing application with blanks. doc DRAFT Section 3 - Feasibility 14. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG\HOME funding. Date July 1, 2005 Description of Activitv Beginning of City Fiscal Year and Project Start Date 15. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). FY06 Housing Application 6 ppdcdbglhousing application with blanks.doc DRAFT 16. To help promote the efficient use of federal, state and local funding please describe how the project will maintain long-term (in excess of CDBG\HOME program requirements) or permanent affordability; and, show how the project will provide for affordable housing at rental rates lower than those in the existing rental market. 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. Note to HCDC: Review attached Proforma as part of the Feasibility Section. FY06 Housing Application 7 ppdcdbg/housing application with blanks.doc DRAFT Section 4 - Impact/Benefit to the Community 18. In the space provided, describe in detail the type of project (new construction, acquisition, rehab, tenant based rent assistance or down payment assistance), total number of units and number of units assisted with public funds. 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. 20. On the map provided, please show the location of the proposed project. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG\HOME Agreement). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income households (a) households (b) households (c) households (d) households (e) households (f) (a + b + c) + f) Total Percent LMI FY06 Housing Application 8 ppdcdbglhousing application with blanks.doc DRAFT 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). 23. Please discuss how these outcome data will be met by the proposed project. FY06 Housing Application 9 ppdcdbg/housing application with blanks.doc DRAFT Section 5 - Capacity/History of the Applicant 24. Please list amount of CDBG and/or HOME funds received within the last three City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Amount Expended Fiscal Year Funds Recv'd Budgeted Amount (as of 12/31/04) FY03 (July 2002 - June 2003) $ FY04 (July 2003 - June 2004) $ FY05 (July 2004 - June 2005) $ $ $ $ 25. Is the applicant (including partners, co-applicants, etc.) currently in compliance with all federal, state and local laws, rules and regulations, including any CDBG and/or HOME funded projects? Yes _ No _. If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. 26. Please provide evidence of your organization's capacity and/or experience to undertake and complete the proposed project within the established timetable and budget. Due January 20, 2005 by 12:00 noon - No Exceptions ~..ø..... CITY OF IOWA CITY Planning and Community Development 410 East Washington Street (319) 356-5230 steve-Iong@iowa-city.org tracy-hightshoe@iowa-city.org steven-nasby@iowa-city.org FY06 Housing Application 10 ppdcdbg/housing application with blanks.doc