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HomeMy WebLinkAbout11-17-2005 Housing & Community Development Commission -' ....~, . ..' Hi; fÚ"'" ",.."., . _, ". CITY OF IOWA CITY ~Il " " . . .:<"".....'..::.....". . . --, 'I ;',' '"" <·':',:.:·'r ....'.: .' Date: November 14, 2005 To: Housing & Community Development Commission (HCDC) From: Steve Long, Associate Planner Re: November Meeting Packet Below is a brief description of the November agenda items. New Business Neighborhood Centers of Johnson County - Broadway Revitalization Project Presentation Pat Meyer from the Neighborhood Centers of Johnson County will present the findings from the FY05 CDBG funded ($5,931) Broadway Revitalization Project planning study. Discuss and Review FY07 CDBG/HOME Funding Process Timeline The proposed FY07 CDBG/HOME funding process timeline is enclosed. Please review the entire timeline and also check your calendars to make sure that you will be able to attend the allocation meetings in February and March 2006. Approve FY07 CDBG/HOME Application Materials Enclosed in your packet is a draft of the FY07 CDBG/HOME applications and ranking forms. A subcommittee made up of three HCDC members and two staff members made significant changes to the applications and ranking forms. We now have separate applications and ranking forms for housing, public facility and pUblic service projects. We will need to formalize the application materials at this meeting in order for staff to prepare for the upcoming allocation period. In the Applicant Guide there is a section entitled "New for FY07". This section contains information related to the new CDBG/HOME Investment Policy, to the proposed scattered site housing policy and to the HUD required performance measures. 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. Old Business Scattered Site Policy Update The Scattered Site Housing Task Force submitted their final report to City Council in October. The findings of the report will be discussed and at the November 14 Council meeting. Staff will provide an update of the items discussed at the meeting and of the direction given by the Council. Proposed Allocation of Additional CDBG Public Service Funds At the October HCDC meeting, you voted to allocate the additional $14,000 in CDBG funds to existing public service activities. A letter was sent to the five projects that received FY06 public service funds asking them to submit a request and a proposed budget for the additional funds. Staff received funding requests from Compeer, Extend the Dream Foundation, Iowa City Free Medical Clinic and Shelter House. Please review the requests and come prepared with a funding recommendation. Monitoring Reports . Extend the Dream Foundation - Property Acquisition (Hayek) . Shelter House ~ Emergency Assistance (Anthony) (Over) November 14, 2005 Page 2 · Shelter House - Land Acquisition (Anthony) · Shelter House - Operational (Anthony) · DVIP - Facility Rehab (Shaw) · Aid to Agencies - ESI, UA Y & MECCA (Bears) · UAY (FY05) - Facility Rehab (Bears) · Habitat for Humanity (FY05) - Land Acquisition (Greazel) · Whispering Garden (FY04) - Affordable Rental (Shaw) · Greater Iowa City Housing Fellowship (FY03) ~ Homeownership (Marcus) - --------------~~----- - , -.- ... ,_. ;", " If you have any questions about these agenda items, or will be unable to attend, please contact me at 356~5230 or by email at steve~long@iowa~city.org. MINUTES HOUSING AND COMMUNITY DEVELOPMENT COMMISSION LOBBY CONFERENCE ROOM, CITY HALL, IOWA CITY THURSDAY, OCTOBER 20, 2005 PRELIMINARY Members Present: Jerry Anthony, Lori Bears, William Greazel (arrived at 6:45), Matthew Hayek, Kelly Mellecker, Thomas Niblock, Brian Richman, Michael Shaw Members Absent: Rita Marcus Staff Present: Tracy Hightshoe, Karen Howard Public Present: Crissy Canganel/ì, Charlie Eastham CAll MEETING TO ORDER Chairperson Anthony called the meeting to order at 6:37 PM. APPROVAL OF THE MINUTES FROM SEPTEMBER 15, 2005 Motion: Hayek moved to approve the minutes as submitted with Anthony's minor edits on page 3. Mellecker seconded the motion. Motion passed 7:0. PUBLIC COMMENTS OF ITEMS NOT ON THE AGENDA NONE NEW BUSINESS Presentation by Urban Planning of the proposed development code Karen Howard, Planner, discussed the development code as it relates to housing. Howard stated the proposed code allows smaller lot sizes than what is currently allowed. She passed out a comparison chart of the zoning regulations and lot size requirements for Iowa City, Coralville, and North Liberty. She pointed out that Iowa City currently allows development on smaller lots and allows apartments at higher densities than other surrounding communities. She explained that the Planning and Zoning Commission is recommending further reductions in lot size requirements as a means of providing opportunities for more affordable housing. However, she stated that while this will provide more opportunities, the private market may not respond. Other mechanisms may be needed given the market conditions in Iowa City. She noted that the average lot size within Iowa City for low density housing is 85 feet, and the code sets a minimum of 60 feet, which indicates that the market is providing housing at a higher level, larger lots than the code requires. Howard stated that zoning regulations artificially increase the cost of housing only if the regulation restricts what the market would otherwise supplied. Howard said that cost of housing could be reduced by reducing the lot size. She noted that the comprehensive plan encourages more compact development. She noted that some of the benefits of compact development are usage of less land, reduces costs of infrastructure needed, developer gets to sell more lots, and it provides lower cost housing to the consumer. Howard noted that in Iowa City it might not be the zoning regulations causing the high price of housing. Other causes might be that there is not enough land zoned for higher density development or it could be there is a market demand for higher cost houses. She noted that developers for more affordable housing types like duplexes and zero~lot lines have to compete for land resources with developers of higher cost housing and they may also get a lot of community resistance against higher density housing. She noted that the consultant hired by the City to examine the zoning ordinance concluded that there are not a lot of regulatory barriers in the zoning code, but not enough zoning for higher density residential development within Iowa City, perhaps due to community concerns about higher density housing. ^ Howard rhetorically asked why there is such a resistance against high density developments. She mentioned that the new zoning regulations propose lowering the minimum lot width of single family housing to 30 feet, which is very low compared to other cities in Iowa. Howard said that the Planning and Zoning Commission ~ ""-^^ ~'^~, . '(~, ~, 'VRK "",' "'''''",^'"='M,,~ ~",*MW",illiMi;m' ''''''', ,w Housing and Community Development Commission Minutes October 20,2005 Page 2 looked at ways to allow smaller lots, but also ensure that the resulting neighborhoods do not feel crowded, ways to ensure that there is room for sidewalks, street trees, and on~street parking for visitors ~ ways to ensure that neighborhoods remain healthy and sustainable over time. She noted that one solution for the narrowest lots _ less than 45 feet wide ~ might be the usage of rear alleys, which would move the driveways and parking to the rear of the narrow lot while leaving room in the front for street trees and sidewalks and the residential aspects of the homes. She noted that duplexes in the proposed code would be allowed in all single family residential zones. She mentioned that there is a provision to make the RS~a zone a small~lot single family zone and allow duplexes only on the corner lots. Duplexes would also be allowed on the corner lots in the RS~5 Zone. Howard said that the RS~12 is proposed to accommodate townhouses by right. She noted that the lot requirements had been adjusted to allow townhouses, whereas currently they can only be approved through a planned development. Howard mentioned that Iowa City's multì~family residential zones also allow considerably higher densities than surrounding communities, up to about 50 units per acre. , Howard said that the proposed zoning ordinance has incorporated development standards. She said that there has been concern about whether the proposed standards will drive up the cost of housing, and she mentioned that it will drive up the cost only if the market is not already incorporating these design elements, The Planning and Zoning Commission considered cost and felt that the standards required are very minimal and would not be of significant cost, but would have a positive effect on the resulting neighborhood, They felt that the benefits would far outweigh the costs. The City has also received comments regarding the proposed garage placement restrictions. The proposed code includes standards for garage placement on the smaller, narrower lots allowed by the ordinance in order to address pedestrian safety, amount of front yard pavement, and to make sure there is adequate on~street parking and room for street trees, and to make sure that neighborhoods maintain a residential character and do not feel crowded, There is also a provision in the proposed code that requires door and window trim for townhouses and duplexes to help these bulkier buildings fit into neighborhoods. This provision does not apply to single family homes. She noted that the cost would not be very high for these design elements; it would be about $40 per window. Howard said the cost is minimal but benefits may be very important to the residents of the new neighborhood. She said that the proposed code encourages smaller, more affordable homes, but also supports long term value, Richman asked what the City's expectations are as to how the new regulations will affect the amount of affordable housing provided. Howard said there has been a demand for planned developments where developers are able to cluster developments on smaller lots, get a higher density, or preserve environmental features. This must mean that there is a market for these more compact housing types. She noted that there is a market that will respond to some extent to homes on smaller lots; however it can not be predicted if the smaller units produced will actually be affordable or for moderate income households. Howard pointed out that you can build a large or expensive home on a small lot and some developers place private restrictions and covenants that specify a minimum house size or other expensive design features that may make the housing costly even if the lots are smaller, Greazel asked if they have done any studies with developers regarding what type of developments provide the most income. He stated if a developer can make more money building 4 houses on an acre than 20, they will build four larger, more expensive homes. She said that the City has looked at studies and they based their conclusions on those studies. Small lot development allows for less infrastructure and lower lot prices. Howard noted making use of alleys also reduces infrastructure costs. She noted again that while these costs will be reduced with smaller lot sizes, developers may still choose to build larger homes or homes with expensive features. Howard said that it is possible to get low income housing through zoning provisions, but it is necessary for the market to respond. Howard noted that just because smaller lot size is allowed by code, it doesn't mean developers will take advantage of it and build smaller, more affordable housing with higher densities. Howard stated some cities use mandatory or voluntary inclusionary zoning to get affordable housing units in all subdivisions. Howard stated inclusionary zoning is one method of getting each developer to include a certain percentage of "affordable" or more modest homes in each subdivision. The proposed code does not include inclusionary zoning. Howard stated the City or HCDC could consider or research this tool. Greazel mentioned that some developers do not want smaller houses or lots within their development and may place restrictions on the type of housing within the subdivision (minimum house or lot size, number of garages, etc). Greazel said that neighborhoods tend to move towards the middle and there is a lot of resistance to smaller homes that the Housing and Community Development Commission Minutes October 20, 2005 Page 3 developer feels will reduce their appraisal or selling price. Hightshoe noted those are regulations imposed by the Developer, not the City, so the City has little control over these practices. , A question was raised about the design standards in the proposed code. Howard stated there have been some misconceptions about the proposed code, because people pull out specific provisions and do not explain the context. One common misconception is that all housing will need front porches. Howard noted that there is one section in the current code that references porches. In that section, if a developer wants to place a house closer to the street than is allowed by the code (front setback), the developer would have to show how they would maintain privacy. One of the solutions might be building a front porch to help separate the home from the street. Howard noted that there are no specific requirements for front porches. Bears said that universal design features (accessibility) should be used more in the code. Shaw asked if there are places in Iowa with the proposed lot widths. Howard said to find cities that have this reduced of lot size, one would hawe to look at bigger cities like Chicago. Richman asked how the City would measure the effects on affordability. Howard said that the evaluation could be made by keeping track of lot sizes platted and subdivision requirements. Hayek noted that the demand side in Iowa City is very atypical, very affluent with a lot of turnover. Howard agreed. Update on FY06 Projects Hightshoe said that as of September 30,2005 there were 2 projects that did not enter agreements with the City, Planned Parenthood and Hillel. Hightshoe said that Planned Parenthood is working on language that protects client confidentiality and had to determine what "security instrument" to use based on the City's Investment Policy. As they have not worked with federal regulations in the past, their attorneys have made revisions that require our legal department to review. These issues should be resolved shortly. Planned Parenthood will grant a lien on an automobile in Des Moines as the security instrument for this CDBG agreement as they do not own the building on Orchard. Hillel entered their agreement this past week. Hightshoe noted that there are some HOME projects that have not entered agreements as a site has not been identified yet. HOME regulations require the City to complete a project~specific environmental review before the City enters an agreement with the applicant. If a site has not been identified, the City can't enter an agreement. Anthony asked if a one month extension would be enough time for Planned Parenthood to solve the issue and enter an agreement. Hightshoe noted that should be enough time. MOTION: Greazel moved to extend the timeline for entering the agreement to November 20 (one month) for Planned Parenthood. Mellecker seconded the motion. Motion passed 8:0. Public Meeting- Annual Review of the 2006~2010 Consolidated Plan Hightshoe noted that two community meetings were held to solicit input and receive feedback on CITY STEPS, one at HACAP and the other at Mercer Park Aquatic Center. The meeting at Mercer focused on education, training, and employment issues. Hightshoe stated that upon review of the public comments received at the meetings and the public input at tonight's meeting, HCDC can recommend proposed amendments, if any, to forward to the City Council. If HCDC recommends an amendment, there would be a 30~day public comment period. Upon the expiration of the comment period, it would be considered by the Council for adoption. Mellecker said that there were a lot of comments about Kirkwood Community College and she asked if the City worked on any of the issues with Kirkwood (transportation to the main campus, on-site daycare, and increased vocational training in Iowa City). Hightshoe said that the minutes will be sent to Kirkwood and maybe some dialogue could start. Canganelli said that there is no political constituency to support the creation of an on campus day care at Kirkwood. Shaw asked what is the resistance to a daycare on the site? Canganelli said that there are different causes as to why the day care idea is not fully supported. One may be that the college is trying to expand and the main goal of the college is to provide classrooms, while providing day care would be a secondary concern. , " " '"",',,," 'm'~'M"'" ^",,,,'V__« " '^" ", Housing and Community Development Commission Minutes October 20, 2005 Page 4 Anthony asked if the public priorities are conflicting with those in CITY STEPS. Anthony asked if anyone would like to propose an amendment. MOTION: Greazel moved to not consider any amendments to CITY STEPS at this time. Hayek seconded the motion. Motion passed 8:0. Discussion of Additional Program Income and Proposed Allocation of Said Funds Hightshoe noted that in the current fiscal year (2006), Iowa City allocated $116,000 in CDBG funds to pUblic service projects. She said that at the time of the allocation process this amount was the best estimate of what would be available for public services. She noted that due to more than expected program income received in the last half of FY05, the final public service cap ended up to be slightly over $130,000. As such, she said there would be an additional $14,000 that could be allocated to public service activities. Hightshoe said that staff is recommending that these "windfall" public service funds be allocated to existing FY06 public service projects in proportion to the previous allocation. She noted that the distribution may be done administratively according to the CITY STEPS plan and that agencies could utilize the funds immediately. She noted that other options include a different allocation of the $14,000 to the FY06 public service recipients and/or consider FY06 unfunded applications, have a separate funding round for these funds and open it up to everyone, or carrying over the funds to the FY07 CDBG allocation cycle where they could be utilized for any CDBG eligible activity (public services, public facility, land acquisition, etc.). Greazel said that they could go back and fund some projects that did not receive any funding in the allocation process. Hightshoe noted that the policy for allocation of uncommitted CDBG funds set certain requirements that need to be followed. She mentioned that if existing and/or unfunded projects are the only projects that will be considered, then the applicants must be notified of the availability of funds and asked to provide a written request for funds and how they will be utilized to fund their original request. She said that if new projects are being considered, HCDC must publish notice of funding availability and proceed with a formal application process. She noted that if the funds are allocated to the contingency fund, no formal process is necessary other than City Counèil approval. She added that in all cases the public must be given the opportunity to comment on the proposed use of funds. MOTION: Shaw moved to allocate the $14,000 to FY06 public service recipients based on needs Identified in a written request. Staff will contact the five current FY06 pubic service recipients to inform them of the availability of the funds and to request a written statement of need if the project/agency wishes to be considered for funding. HCDC will consider the requests at their November meeting. Greazel seconded the motion. Motion passed 8:0. Shelter House Request for Additional Funding for the STAR Program Canganelli said that Shelter House is asking for help in meeting the cash match requirement for the STAR program. She mentioned that the initial three~year award of HUD funds to Shelter House came with no cash match requirement. However, she said that cash match is required in the fourth grant year and for each subsequent year. She noted that the cash match obligation is to be no less than 20% of the award. Accordingly, the obligation for Shelter House is $106,750 annually, which brings $426,970 in federal funds to the community for supportive services for individuals experiencing homelessness. Anthony asked when is the deadline for matching the grant. Canganelli said that the deadline is August 2006, but they would like to start looking for finds to make sure that the award is not lost. She said that they are in partnership with Goodwill Industries, and that Goodwill committed to provide $5,000. She noted that out of the entire $106,750 approximately $40,000 is considered unsecured by Shelter House. Canganelli said if they are not able to raise the funds and lose the grant it will affect not only Shelter House, but also other agencies within the County such as Goodwill and HACAP. If Shelter House loses the grant, case management will be lost. She said that the STAR program is a continuum of services allowing individuals to move from emergency shelter to permanent housing. Canganel/i said that the loss of the program will cause a serious loss of supportive services for the homeless of Johnson County. OLD BUSINESS Allocation Process Subcommittee Update Housing and Community Development Commission Minutes October 20, 2005 Page 5 Richman noted that the subcommittee is working on making the allocation process easier for all, to include only the information needed to make a good decision in the applications, and to establish a focused set of goals. Richman noted the subcommittee worked and revised the applications and simplified the application where possible. He noted that they propose three applications: 1) housing 2} public facilities, planning & other, and 3) public services. Richman said that they propose to eliminate the scoring system by converting the ranking sheet into a check list. He noted that rather than getting to a score, they would get to a simple yes or no answer to whether the project is eligible to go to the next round. He said that the subcommittee is proposing that the ranking criteria sheet would be revised. He noted that there would be a separate sheet for each funding category, and would identify criteria that the Commission would consider in evaluating project qualifications, but will not assign a fixed number of points to each item. Richman said that as in previous years the Commission would hold a Q&A session with applicants. The subcommittee proposes to allot 10 minutes to each housing projects and 5 minutes each to all other projects due to the complexity of different housing projects. The Subcommittee also proposes that each type of application would be scheduled together, such as all housing projects, then public service projects. Eastham said that the commission needs to use an objective process with set goals and priorities, and has to justify how each decision matches the goals and objectives. Richman stated it was possible to do a much simpler, less subjective scoring sheet if the commission does not want to completely remove the scoring process. Staff will provide the revised applications and ranking sheets in the November packets. Richman stated it was too late in the process to define goals or focus areas. This will be up for discussion for the FY08 allocation cycle. , Scattered Site Housing Task Force ~ Presentation of Final Recommendations Hayek said that the task force was created by the City Council to determine if concentration of assisted low income housing in. the Iowa City area exists. He sai~ that the~ created an 8~pawe document with their findings and recommendations that they presented to the City Council on October 111 . He noted that the document describes the process that the committee underwent, the steps in the process, trends noticed in the community, demand and cost for housing, and whether the assisted housing is concentrated in specific parts of the town. Hayek mentioned that the taskforce did conclude that there was a concentration of assisted housing in specific parts of town. He said that rental units are mainly found near the University of Iowa, but that is the area where most of the renters are, and it does impact the affordability of housing. Hayek said that the task force made some general recommendations to the Council. He noted that more specific recommendations were included ranging from education campaigns regarding affordable housing to a scattered site policy which would directly impact where HCDC could approve housing activities. He noted the task force created a fair share matrix regarding the assisted housing units in each census tract of the City. He stated that the idea was to determine the number of affordable housing existing in a block group relative to the total number of housing units. If one block group has an over percentage, the recommendation is that the City does not offer incentives toward assisted housing developments in those areas, and those that are unrepresented should get incentives to develop in that area. Anthony said that the number of assisted housing units could decrease unless some of the proposed recommendations are implemented. He noted that one recommendation was inclusionary zoning policy, which is a cost less solution that assures that affordable housing is being built in all new subdivisions. MONITORING REPORTS The commission deferred the discussion of monitoring reports for the next meeting. ADJOURNMENT Shaw motioned to adjourn. Greazel seconded. Motion passed 8~0. The meeting adjourned at 9:00 PM. Minutes submitted by Bogdana Rus. s:/pcd/minules/HCDC/2005/10-20.!J5,doc , MOVING TO ACTION Meeting with Broadway Stakeholders: Tuesday, August 31,2004 AGENDA 6~6: 1 0 Welcome/Introductions 6:10~6:15 Review goals, agenda, cQmmunication guidelines 6:15~6:20 Review Youth Development grant 6:20-7:40 Group Action Planning Process 1. Background & Context , 2. Review Issues/Select Priorities 3. Small group work/Action Planning Groups report out to large group CLOSE 7:40~8 8~8:05 GOALS: 1. To acknowledge the hard work and history of collaboration and dialogue that has already taken place by area stakeholders. 2. To create opportunities for relationship building and networking among stakeholders around common goals of building stronger, safer neighborhoods. 3. To conduct a community dialogue that in two hours develops a concrete action plan on core issues facing the Broádway Neighborhood. SMALL GROUP WORK 1. Task out groups/explain process 2. Introductions and concerns 3. Prioritize concerns and select the #1 priority (VOTE) 4. Strengths and resources on issue/concern 5. Draft Action Plan Goal Statement 6. Action planning: brainstorm, list & prioritize, plan who?, what?, when? 7. Next steps Following are the notes that each group made as they went through the process. ~ DON'T FORGET THE OCTOBER 8 MEAL & WORK SESSION! GROUP 1: How cau people iu the Broadway neighborhood do outreach and education to increase understanding and communicate with the broader community? Participants: . Camille Gayles, Miriam Landsman, Claire Heger, Janet Kington, Carrie Norton (recorder), Dave Franker, Ralph Wilmoth, Jody Braverman, Priscilla Miller, Annie Tucker (facilitator) - ,.. .... ==.~..~" ...."...,(....,," . Concerns/Issues: Getting neighborhood participating in its planning process for itself: to connect SEIC residents to the rest ofIowa City in & out · Evening activities (kids & adults) · Effects of stigmatization of Southeast Iowa City (SEIC) · SEIC as viable, attractive locale for living and business · SEIC residents partner/use resources to support area · How to bring the world to SEIC · SEIC ~ Broadway · How to bring folks in. . . politically, educationally Strengths & Resources: Broadway Center (not open enough after 5) YDI youth development grant Current programs focus on SEIC after 5 (current programs, human services, city, ICCSD) Neighborhood grants thru Iowa City . . Use Pepperwood space to support SEIC programs (resource center, computers, library services, w/1ìnks to education services, job services) Use resource ofUI students need to do community based time after 5 G~ . Write an action plan that will connect SEIC residents to the rest of the city via self~planning and building upon available resources. Action Plan ~~sponsor a neighborhood meeting @ school or Neighborhood Center ?resource fair ?local residents decide who to invite to fair (on the side Mother to Mother ministry) ?ideas how to connect to IC @ large ?generate neighborhood needs by neighborhood itself & ID needed resources (possibly to invite to fair) arrange: childcare, food, transportation (Claire childcare, transportation) location (N. Center)? (getting a place-Center/Wetherby? Camille & Claire) How to organize meeting (organize meeting/facilitate Janet, Camille) Fill out survey, then you eat (survey Ralph, Carrie, Camille) Where does food come from? (food~ Camille, Annie) Date last Wed in Sept. (29th) Facilitator, organizer Group 1 Review (as of 6/30/05) . This committee decided to focus on bringing the larger community to the neighborhood. The theory is that when people feel more comfortable in the . neighborhood, it will be easier for them to move into the larger community. 2 ~ . The group joined with the Education Committee of the IC Human Rights Commission to provide a Building Blocks event. The Building Blocks events have offered assistance to people who are looking for employment; including resume writing, interviewing, and following up with employers. The group 1 members provided a meal and childcare (with the assistance of NCJC and Restorative Justice staff). The event was also held in the neighborhood. The combination of food, location, and childcare drew more that 50 adults, who were very pleased with what they accomplished during the evening. Group 1 members gathered information from participants on businesses where they would like to interview, what they wished they . knew when they first came to Iowa City, and what barriers they experienced in finding employment. The group looked at doing a job fair as a follow up to the Building Blocks. This year, the group decided to encourage attendance at the Job Fair sponsored by the Chamber and Workforce Development (joint project with Cedar Rapids groups in each community every other year). Residents could get assistance with their resumes/job applications prior to the fair, as well as rides the day of. The Job Fair did not have employers that would typically hire people with limited education and work experience, but we have a better idea of how to do a fair this coming year. The Educq,tion Committee also worked with group members on putting on a music event MUSIC ON BROADWAY. The event was the first official performance by UNYTED NAYTIONZ, a group which includes both Broadway and Pheasant Ridge adults and youth. Again, this was a learning experience, and gave us lots of information that will help with future events. The biggest project that came out of discussions with Group 1 was the development of the Johnson County Newcomers' Resource Nètwork. The Network came out of a series of meetings with over 60 providers and community volunteers concerned with a variety of issues for newcomers. We received assistance from the New Iowans Center in Muscatine. The goals are: to help network members find out more about what resources they can use; let newcomers know in a timely manner about resources; and for newcomers and resource providers to advocate for system change. Members of Group 1 also hosted a Cultural Competency Conference in June. GROUP 2 How can we make neighborhood spaces more kid friendly? Participants: Chenita Smiley, Delaney Dixon, Mary Duncan, Lakesha Green, Jodi Gìbson, David Moran, Desiree Neal, Jeonghee, Steve Rackis, Stephanie Van Housen Concems/Issues: Culture change Need parents involved, caring about their kids Before & After school activities Playgrounds ex., no sand Wheels & Balls Rules 3 ,,", ! Parking Lots---danger!! ! Can those areas be used differently and/or can adults re~direct kids Every grade consistent activities Boys' & Girls' Clubs in empty buildings Expand BWNC capacity Top 3: After school activities for all ages 3pm~5:30pm with parent involvement Playground . Boys'/Girls' Club--space increase @ Broadway Neighborhood Center Goal: To write an action plan that creates after school activities for all ages with p~rental involvement every school day. Strengths/Resources BWNC Twain Collaboration Grant Wood Resource Center Community Agencies already in area Parents that care Empty Bldgs. for expansion Good programs Value Based Girl Scouts Boy Scouts UAY IC Parks & Rec Youth Dev. Grant Iowa Grant $ Ideas/issues: Public/private partnerships: make it profitable for private sector to work in SEIC & work with Broadway NC Contact property managers to discuss making playgrounds safer Transportation to community activities Apply for grants All youth organizations represented at a meeting Bring LEAP into neighborhood Youth involvement in planning Job Opportunities & Training for Jr./High School Action Plan 1. Research & apply for Grants --grant writing committee (from meeting w/all agencies) youth development grant writers Ron Mirr , 2. futerface with Youth Development Grant & get $ (lots) *Dee how do we fit? 3. Identify Central Agency/Coordinator Ask BNCIUAY/Steve will contact Ron Mirr at UI 4. LEAP (Leamîng Enrichment Afterschool Program) as a concept what îs each agency wanting to contrîbute? (Mary will put together before Oct 31) M@"M' ", '" ~"""""'N,^""""',:" , 4 _ ________w__,,·_____.,~_~·n~~__ .M_ , . _""~V.,"'" :-1)! ____.V.'.W;¡¡=.'.' ,,"'''' , UAY, Parkview, DVIP, BigBrotherlBigSister, HACAP, Girl Scouts, Boy Scouts, DHS, NEST, IC Parks & Rec, Youth Planning Representatives, ICCSD, CRC, & more Group then reviewe,d abpve ~µd came up with.;. Identify Central Agency/Coordinator: Cannot do yet 1. Research! Apply for Grants Ron Mirr @UI to find out what strategies to id & meet goal Steve R tomorrow 2. Interface wNouth Dev. Grant Dee-Oct. 1 3. Model program from LEAP (Learning Enrichment After school Program) All youth org. & youth by 10/31104 Mary D. to set up ater school activities for all ages every day after school with parental involvement. We continued to participate in the Restorative Justice group as a way to bring more activities for youth to the neighborhood. We were able to obtain $10,000 from the local JayCees for playground equipment at RACAP Transitional Housing. This was the area identified as having the highest need. While the equipment is not yet installed, we hope that HACAP will complete this project by the end of August. Parkview Church and Mayor 's Youth have both moved into space at Pepperwood Plaza this spring and hope to do programming with neighborhood youth andfamilies. This summer, we had all day camp programs. We were able to send youth to the Tim Dwight Football Camp and to a Kickers' Soccer Camp. We have not been able to do this in the past. We also worked with Parkview to maintain our summer evening basketball program. The biggest barrier to more programming is the lack of space. We hope to be able to use Parkview's space to expand programming, but this is still being negotiated. Group 3 How do we provide uew neighbors with enough timely information for them to be successful? Participants: Jean Kuehl, Linda Severson, Shannon Wagner, Joan Vanden Berg, Jim Swaim, Tracy Hightshoe, Bernie Franks, Amy Blessing, Mary Genus, Brad Laures, Deb Wretman Concerns/Issues 1. When & what ages it's okay to leave children home alone 2. Having concrete examples of information they don't have 3. How does it work in the communities they're coming ftom 4. How welcoming are we? How do we start a good relationship (on side combine with 6 & 14) 5. Need to ID childcare providers 6. Way to train people in the community to deliver infonnation 7. Attendance, homework expect of school 8. Many don't read to get their infonnation; different mechanisms to communicate; Spanish language 9. No Bst resident participation 10. Knowing how & when to communicate with the school 11. Language barriers 12. Accessing other community resources 13. Health care & Health records 14. Neighborhood "word" system; fonnal communication 5 ------~~--- - .~. >~~== ~'" ,~ II nidi . , 15. Neighborhood Association? Strengths & Resources Neighborhood Centers SE Welcome Center Interested residents & involved neighborhood leadership group School Resource Centers: Twain & Wood 21 st Century Twain Street outreach YD grant Local churches Interviews with parents Teacher home visits Business community Interested professionals Goal: Welcome new members to our community to Provide information Foster successful partnerships Strong relationships On~going process Feel welcome Action Plan ideas Recruit neighbors to be welcomers (Adult to AdultIY outh to Youth) Partner with school personnel Listen to those who have experienced transition what would've helped Packet ofinfonnation and "stuff' (bus pass, swim pass, etc.) (explore videos, magnets, etc.) Group 3 (cont.) Business Partners for stuff start small Not one size fits all personalize use interview Other welcome things going visitors' bureau Mentor partner w/neigh. Welcomers Infonnation on Community Events Basic Comm. Info. Action Plan 1. Every group member recruit 2 neighborhood & 2 school/prof. folks by Sept. 15 #1 recruit: Mary! Amy is collector of names 2. Swaim library card, swim passes, bus passes Sept. 17 3. Deb & Linda is there already packaged infonnation? 4. Shannon & Bernie training program Halloween Roll~out Nov. 1 5. Landlords Brian LoringlNeighborhood Centers 6. School interviews to id recipients, Joan 7. Planning meeting with recruits Sept. 30 1 hr. training 2 welcome contacts 1/2hr~lhr 6 - " mN^''',,~ . l fonow~up Mentor incentives Jim wi1l check with Hy~Vee by Oct. 15 We completed a welcome packet in early spring. The City of Iowa City agreed to print the packet, which should be done in July. Training has been designedfor welcomers. We have a list of 5 pairs who will initially do the welcoming. We also are working with the Student Family Liaisonfor Southeast and City High and will let him know about families with youth entering those schools. Group 4 Bow can residents more fully partner with police to address neighborhood concerns? Participants: Matt Johnson, Captain ICPD; RJ Winkelhake, Chief: ICPD; Tara Harris, Broadway , ," resident; Karen Pollion, Broadway resident; Ron Berg, MECCA; Mary Milder, Star/Shelter House; Brian Loring, Rita Offutt, Valerie Kemp, Mary Genus (helped 2 groups), Deidre Blackburn Concerns/Issues: Safety *Communication (3) Drugs in Community Children fear police . Neighborhood & Police work together Balance btw enforce laws & be "officer friendly" · Neighborhood watch · Informal interaction btw police & residents · Focus on successes · ClarifY neighborhood expectations · Officers in school · Precinct captains . Goal: To improve communication between community and police Action Steps: 1. Maintain Pin grants: Wood, SE, City schools, Scanlon gym City/School/Officers/Neighborhood Associations 2. Talk to new residents (welcome wagon/center) 3. Monthly forums at Neighborhood Centers neighborhood/police/stakeholders/landlords 4. Mentor residents/NCJC 5. Public resources (tied to 7. taxi to public health) 6. Churches/Synagogue/ecumenical council The police department has a representative at our monthly Restorative Justice meetings. The most significant project was the use of a UAYIICPD mentoring grant to have an officer in the neighborhood 2- 3 afternoons a week during the summer. He has connected well with the children/youth and is getting to know parents through friendly chats about their children. 7 1 , CI OF IOWA CI FY07 ALLOCATIONS TIMELINE Dates Subject to Change II Dec. 05, 2005 Public notice that CDBG and HOME applications are available Dec. 20, 2005 CDBG/HOME Applicant Workshop (10:00 am) CDBG/HOME Applicant Workshop (5:30 pm) Jan. 11, 2006 Jan. 25, 2006 Feb. 15, 2006 Applications due to City of Iowa City by 12 noon If Needed ~ HCDC meeting question/answer discussion with applicants Feb. 16, 2006 , HCDC meeting question/answer discussion with applicants Mar. 03, 2006 HCDC ranking forms due to City staff Mar. 09, 2006 HCDC meeting: review of groupings and consensus funding scenario Mar. 23, 2006 HCDC meeting: recommendation on CDBG/HOME funding awards Mar. 28, 2006 HCDC justifications memo due for council packet Mar. 31, 2006 Draft FY07 Annual Action Plan done - 30~day comment period begins May 01, 21006 If Needed - joint HCDC/City Council meeting May 02, 2006 May 02, 2006 Expiration 30~day comment period on the FY07 Annual Action Plan City Council: public hearing on the FY07 Annual Action Plan May 02, 2006 July 01, 2006 City Council: resolution-approving the FY07 Annual Action Plan Start FY07 projects " '" , - ------~.~.~~"'..,.~--~._,~-~"-~" , , ='"'""'W:"'''T' :u' '''''''''"""",''\~_ ~"~_""=''''~__'MV'h____'~'~'~M~ '= ~"~,,,, ",,_, '" " "'--'-'" """"""~~_ "A"j)'.)))-"""',' W"'-"M'''"''_''jd " November 2005 . FY07 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 FY07 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 20,2005, Emma Harvat Hall, City Hall at 10:00 AM Wednesday, January 11, 2006, Lobby Conference Room, City Hall at 5:30 PM NEW FOR FY07 , 1) On June 21, 2005 the City Council adopted a uniform CDBG\HOME Investment Policy (Resolution #05~213). All applications must comply with this policy (included herein). 2) To encourage the distribution of housing and residential facilities (e.g. permanent housing - rental and homeownership, transitional housing, homeless shelters, and special needs housing), the City ~oo~ . 3) Performance measurements. The U. 8. Department of Housing and Urban Development is requiring a new performance measurement system for CDBG and HOME funded activities. Part jj "Performance Measures" within this guide provides a brief explanation of HUD's Performance Measurement guidance. This information will be used to help HUD document the outcomes of these programs to Congress. The application will contain a Performance Measure matrix, if a project is funded the information in this matrix will be used in the construction of the CDBG or HOME Agreement and must be reported on to the City for inclusion in HUD's 1018 system. Financial Information 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. · Applicants can apply for grants and/or loans from CDBG\HOME per the policy. · All applications received by the due date will be evaluated and ranked by HCDC. A copy of the ranking sheet is attached herein. · Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser or have a current assessed value that demonstrates adequate equity to secure any liens. 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. ~- --. ~=-=.. ",.... . -"~ "~".,", '''''''''''''''' "^ . '^ ''''¡1-", ."" """'''(,,,", "",,,,,, ^,.", ,,"'~'" ',,, 2 CDBG\HOME Funding Process The following is a proposed timeline for the FY07 CDBG\HOME funding process. . 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 25,2006 February 16,2006 (Feb. 15, if needed) March 9,2006 March 23, 2006 Introduction to Applicant Guide Part I of this guide describes the amount of funding available for allocation in FY07. Part II clarifies requirements for those considering applying for funds. Þart 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 FY07 In FY07 the City of Iowa City is expecting to have available approximately $1,542,000 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 $838,000. 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 $704,000. 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 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 FY07 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: Housing Activities Public Services Economic Development Activities Public Facilities and Infrastructure Program Administration and Planning TOTAL $ 771,500 $117,500 $138,000 $293,000 .$222,000 $ 1,542,000 , 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 FY07 this set~aside is to be a minimum of $105,600. 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 $12,500 for distribution to other public service activities. Per Resolution 00-402 there is a set~aside for the Iowa City Housing Rehabilitation program. This set~aside is equal to $189,500 plus the Revolving Loan Fund income generated by the Housing Rehabilitation Program of $84,000 for a total of $273,500. Resolution 01-367 earmarks 9% of funds for the Council's ----~.~-~=__"' '" -, '" , ~"'" ~~~"_'__"M" W__ '^' ~",,_ "~,,__'^_'"~Ù,,''',,''''_''' 'dO<" ,_, _,=,," ___,,, ,,_ ,,,_ _",,", 3 CDBG Economic Development Fund which is equal to $138,000 for FY07. When the Housing Rehabilitation Program set~aside is subtracted from the Housing Activities category there is $498,000 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. Following are the median income limits established for Iowa City effective February 11, 2005 Persons per household 30% 60% 80% , , 1 person $15,250 $30,480 $40,600 ' 2 persons $17,400 $34,800 $46,400 3 persons $19,600 $39,180 $52,200 4 persons $21,800 $43,560 $58,000 5 persons $23,500 $47,040 $62,650 6 persons $25,250 $50,520 $67,300 7 persons $27,000 $54,000 $71,900 8 persons $28,750 $57,480 $76,550 The CDBG 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 ------~ -~-~~.~..~,~""~~~ ""~"'"- , -, ~__"~''&~')"'.~ù-.,,.u-: ,'._,,,, '".', -_'M."V'- ._,,, '".__,_ __ "\_'_"_ 4 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% of 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: · 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. 'M' ,_ M" _ _ _'.,"~" _ m''',,~ '"C'., ",~WÙ" ,"'M' _V_V' '" #i'M' _n"" v, '",''"'''.__ _,~,'. _ _'='. 5 · 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 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. PERFORMANCE MEASURES In the application form, applicants will be asked to mark one of the "Objectives" that are defined herein for , . I , the proposed project. After this first step, the application will then ask the applicant to mark one of the "Outcomes" that are defined herein for the proposed project. The last step is to quantify the project , benefits by placing a numeric value in one of the "Outputs" categories of "persons", "households" or "housing units". O~ectives Suitable Living Environment: In general, this objective related to activities that are designed to benefit communities, families, or individuals by addressing issues in their living environment. Decent Affordable Housing: The activities that typically would be found under this objective are designed to cover the wide range of housing possible under HOME, CDBG, HOPWA, or ESG. This objective focuses on housing programs where the purpose of the program is to meet individual family or community needs and not programs where housing is an element of a larger effort (such as would be captured above under Suitable Living Environment). Creating Economic Opportunity: This objective applies to the types,of activities related to economic development, commercial revitalization, or job creation. Outcomes , A vailability\Accessibility: This outcome category applies to activities that make services, infrastructure, housing, or shelter available or accessible to low~and moderate~income people, including persons with disabilities. In this category, accessibility does not refer only to physical barriers, but also to making the affordable basics of daily living available and accessible to low~ and moderate~ income people. ------~----~ ",-," - ""~",' " -~" '-'; -"'k'-'="____"", --:,-j--'-- -'_"~,--"" '-li""-M'0.,,,,"' ",-d'-- jf¡))' _ "= 6 Affordability: This outcome category applies to activities that provide affordability in a variety of ways in the lives of low~ and moderate~income people. It can include the creation or maintenance of affordable housing, basic infrastructure hook~ups, or services such as transportation or day care. Sustainability: Promoting Livable or Viable Communities: This outcome applies to projects where the activity or activities are aimed at improving communities or neighborhoods, helping to make them livable or viable by providing benefit to persons of low~ and moderate-income people or by removing or eliminating slums or blighted areas, through multiple activities or services that sustain communities or neighborhoods. Outputs Households: One or more persons occupying a housing unit. Persons: An individual or individuals. Housing Units An occupied or vacant house, apartment, or single room (SRO housing) that is intended as separate living quarters. For additional information please see the Federal Register, June 10,2005, pages 34044~34054 BUDGET CONS/DERA T/ONS , I n 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, 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 1/1 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 FY07 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 may wish to meet with staff before filling out the application to discuss the project budget, potential costs and the estimates for project expenses. ---_~..._'~~~·«m'__N'~~_,~ '---"" t""~,"-, ,{"',WY",""'-- '"""',"",'",,«,,,U,' 'M~~",d__'u"" U,,''',_ "'" ", 7 PART III. COMPLIANCE WITH FEDERAL REGULATORY REQUIREMENTS All CDBG\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 OMB 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 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 OMS Circulars A~110 and A~122. Local accountants and agency directors experienced with federal requirements may be helpful resources. · A separate ledger for the CDSG and/or HOME account is strongly recommended. ^^^ ",""'~"-""^"'^^'" '.' """" ....... ,,~, ~~.' "^.....~·'M. . "<"", 8 · 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. 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. . , '-- ,,,' ..".' .~ ·"""".,,,,,'N,,,,,~,,,,,,;;;, ""'''''''''''^<''_Ú''''''''.=, HUD Table IV.1 LISTING OF PRIORITY NEEDS (Rental Households) Priority Need Levêl 2000 2000 PRIORITY HOUSING NEEDS High, Medium, Low, ESTIMATE ESTIMATED (households) No Such Need D DOLLARS UNITS NEEDED TO ADDRESS 0~30% 31-50% 51~ 80% Renter Small Cost Burden> H H L 971 $23,304,000 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 ~~ Cost Burden> M M L 205 $4,920,000 Elderly 30% Related 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 LMI households. . . '::,," "", 9 ---~-~-, ~~, A"" < "Ad "'"'~ ' ^'" ,',,,,,,, ,{_" '", """,,,,, ,'"" , __ 'WiJP=¿='V"'^',,""'W,^,,, "'A"'" '", 10 LISTING OF PRIORITY NEEDS (Owner Households) Priority Need Level 2000 2000 PRIORITY HOUSING NEEDS High, Medium, Low, ESTIMATE ESTIMATED (households) No Such Need D DOLLARS UNITS NEEDED TO ADDRESS 0~30% 31 ~50% 51~ 80% Owner Small Cost Burden> M L L 534 $12,716,000 30% Related 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 ~~ Elderly Cost Burden> M M L 279 $6,696,000 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. ______'__...··,~......~~,__w,__ ~~"'_, 'n' 'n ",----")",u,,~W," "M",' ,,,"" ____", 11 Priority Need Level ESTIMATED PRIORITY HOMELESS NEEDS High, Medium, Low, No Such Need DOLLARS NEEDED TO ADDRESS Outreach Assessment Families Individual wI Special Needs ~~ s M M M Emergency Shelters Families Individual wI Special Needs s 1,620,000 H H M Transitional Shelters Families Individual wI Special Needs s ~~ H H H Permanent Supportive Housing Families Individual wI Special Needs s ~- L N H Permanent Housing Families Individual wI Special Needs s ~~ ...¡. 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 :::1= PUBLIC FACILITY NEEDS Senior Centers L $1,200,000 Youth Centers H $1,785,000 Neighborhood Facilities H $1,785,000 Child Care Centers H $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 ------~----- .-''''='' __ - '" ____ ",,"_W'_ ,.___ _ _,,,,,,,,,"",,__'¡,,,,___.,,,, _-' 12 PRIORITY COMMUNITY DEVELOPMENT Priority Need Level ESTIMATED 2000 NEEDS High, Medium, Low, DOLLARS NEEDED No Such Need TO ADDRESS Solid Waste Disposal Improvements L $2,270,000 Flood Drain Improvements L $1,750,000 + Water Improvements L $3,330,000 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 H $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 T enantlLandlord 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 , $22,831,300 Accessibility Needs H HISTORIC PRESERVATION NEEDS Residential Historic Preservation Needs L $6,500,000 Non~Residential Historic Preservation Need L $5,000,000 ECONOMIC DEVELOPMENT NEEDS Commercial~lndustrial Rehabilitation L $1,250,000 Commercial~1 ndustriallnfrastructure 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 p , - '___"_.......~_~__~~~__M_.^.~~~~,_'"'' .....^--!),-- ''''~""''_, -"",- __"",,____,"-=..V__ '~M'~=_'''''''''_' '_"N_"__'~"" 1;-' _ , 13 PRIORITY COMMUNITY DEVELOPMENT Priority Need Level ESTIMATED 2000 NEEDS High, Medium, Low, DOLLARS NEEDED No Such Need TO ADDRESS OTHER COMMUNITY DEVELOPMENT Energy Efficiency Improvements M $48,060,000 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 ____________m.__.'_~.. ~".n'_"__..,~W~"")"w".'N---.H""="'-"'''''''~','' ' EVALUATION CRITERIA PUBLIC SERVICE PROJECTS "'~""'"'i: ',"'''''',{--,' "''''''''''''4' ~._ This evaluation sheet yvill be,l,Jsed ¢t~ ª eYide to assist the Housing and Community Development Commission (HCDC) in the FY07 allocation process. HCDC members will evaluate each project according to the questions\criteria shown below. I. Need\Priorit.x..{15 poil1tsl Meets identified need in CITY STEPS? Yes No If yes: At what priority level in CITY STEPS? (High 10, Medium 6, Low 3) Has applicant documented the ability of the project to address this need? (Yes 5, No 0) II. R~,~ol:lrçes & Fea.ibi"~xJ15 pointsl Project budget is justified? (Costs are documented\reasonable) Yes No Project will proceed and all funds expended by 6/30/07? Yes No If yes to both questions: Program leverages other financial resources? o to 25% Other Funds (1) 26% to 50% Other Funds (2) 51% to 75% Other Funds (3) 76% to 99% Other Funds (5) Applicant has documented efforts to secure other funding? (Yes 5, No 0) Project will be sustained after CDBG funding ends? (Yes 3, No 0) Project leverages human resources (volunteers, etc.)? (Yes 2, No 0) III. Impact\Benefit {20 J;toint§l Does the project help persons gain self~sufficiency? Yes No If yes: Primarily targets low~income persons? (0~30% (6), 31~50% (4), 51~80% (2» Project utilizes community partnerships to further project's goals? (Yes 5, No 0) Project or service has a measurable impact in the community? (Yes 3, No 0) Produces adequate benefits to the community related to its cost? (Yes 3, No 0) Demonstrates innovative solution to problem? (Yes 3, No 0) IV. Capac~ty\HistoFJL(maximum tQ"f!~intsl Applicant can maintain regulatory compliance? Yes No If yes: Applicant has strong financial skills and board commitment? (Yes 5, No 0) Applicant has the administrative capacity to complete the project? (Yes 3, No 0) Applicant attended the FY07 CDBG/HOME Applicant Workshop? (Yes 2, No 0) GRAND TOTAL PROJECT NAME: " III (Maximum Amount of Points - 60) --------~~~~ ""'~~~"" 'n' ~^.' '^"W~"" ""_,' '''' "" "",', , ^,' ,,' ',~'", EVALUATION CRITERIA PUBLIC FACILITY, PLANNING & OTHER PROJECTS This evaluation sheet will be used a~ a Quide to assist the Housing and Community Development Commission (HCDC) in the FY07 allocation process. HCDC members will evaluate each project according to the questions\criteria shown below. I. Need\Prioritv.J15 Poin1!1 Meets identified need in CITY STEPS? Yes No If yes: At what priority level in CITY STEPS? (High 10, Medium 6, Low 3) Has applicant documented the ability of the project to address this need? (Yes 5, No 0) II. Resources & FeasibilittJ15 POints\ Project budget is justified? (Costs are documented\reasonable) Yes No If yes: Program leverages other financial resources? o to 25% Other Funds (1) 26%, to 50% Other Funds (2) 51% to 75% Other Funds (3) 76% to 99% Other Funds (5) Applicant has documented efforts to secure other funding? (Yes 5, No 0) Project will be completed by the end of the fiscal year, 6/30/07? (Yes 3, No 0) Project leverages human resources (volunteers, etc.)? (Yes 2, No 0) III. Impact\B~nefit ~Ol Does the project help persons gain self~sufficiency? Yes No If yes: Primarily targets low~income persons? (0~30% (6), 31~50% (4), 51~80% (2») Project utilizes community partnerships to further project's goals? (Yes 5, No 0) Project has a measurable impact in the community? (Yes 3, No 0) Produces adequate benefits to the community related to its cost? (Yes 3, No 0) Demonstrates innovative solution to problem? (Yes 3, No 0) IV. Capacitv\HistoryJD1axim\l~ 10 ~oint~)' Applicant can maintain regulatory compliance? Yes No If yes: Applicant has strong financial skills and board commitment? (Yes 4, No 0) Applicant has the administrative capacity to complete the project? (Yes 4, No 0) Applicant attended a FY07 CDBG/HOME Applicant Workshop? (Yes 2, No 0) GRAND TOTAL PROJECT NAME: , (Maximum Amount of Points - 60) , I -------.---., "'" " ,---."","~ '"~~"i£""'" - - - - ",-- CCo; - . -." - "',," , -'-^'._".~.=-'" "" , EVALUATION CRITERIA HOUSING PROJECTS This ranking sheet will be used as a guide to assist the Housing and Community Development Commission (HCDC) in the FY07 allocation process. HCDC members will rank each project according to the questions\criteria shown below. I. Need\PrioriNilJ1a,!;I1lYJn 29.t.QRtI Roin~l Meets identified need in CITY STEPS? Yes No If yes: 1. What priority level in CITY STEPS? (High=10, Medium=6, Low=3 points) 2. Has the applicant documented the ability of the project to meet this need? (Yes= 10, No= 0) 1,1. leveragj,~9..-Resource~(Blt~set (m.,x~J;11u~ ~9 J;)ointsj Project bUdget is justified? (Costs are documented\reasonable) Yes If yes: 1. Project leverages human resources (volunteers, etc.] 2. 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) 3. Has applicant documented efforts to secure other funding? SUB~TOTAl No (Yes= 7, No= 0) (0-8 points) (Yes= 5, No= 0) SUB-TOTAL III. FeasibiliWJmamxim\LQ'1 ªO poiQ,~.l 1. The level of public subsidy is warranted? (Private\other funds not available?] 2. The project will be completed within the required time period? 3. Project utilizes community partnerships (Yes= 10, No= 0) (Yes= 5, No= 0) (Yes= 5, No= 0) SUB-TOTAL IV. ImJ2a,çt\Ben~iHm~;Kirn4rn 30, eolQ~l 1. Primarily targets low~income persons (0~30%=10, 31~50%=6, 51~60%=4 points, 61~80%=1) 2. Project produces adequate benefits to the community related to cost? (Yes= 10, No= 0) 3. Demonstrates innovative solution to problem (Yes= 5, No= 0) 4. Project pays full property taxes (5) or a payment in lieu of/reduced taxes (3) (Yes= 5,3 No= 0) SUB-TOTAL V. C~pacity\Hist9fï.Lm~ximµ!J119 Qq"n~l Applicant can maintain regulatory compliance throughout the project, including the affordability period? Yes No If yes: 1. Applicant has strong financial skills. 2. Applicant has the administrative capacity to complete this project. 3. Applicant attended a FY07 CDBG/HOME Applicant Workshop. (Yes= 4, No= 0) (Yes= 4, No= 0) (Yes= 2, No= 0) SUB~TOTAl PROJECT NAME: PROPOSED ALLOCATION: $ , (Maximum amount of points - 100, Projects under 60 points receive $0) GRAND TOTAL ~'''- '",,", ""~~N "···~""^M"~'....,"~_,~,~,...~, . ,,,".... ....,..."...'i\'!!W~::::......, "'~"'" Housing and Community Development Commission Unsuccessful or Delayed Projects Policy Adopted by City Council March 2, 2004 (Resolution 04~6a) From time to time there may be Community Development Block Grant (COBG) and/or HOME Investment Partnership Program (HOME) projects that do not meet the anticipated schedule for implementation as presented to the Housing and Community Development Commission (HCDC). These circumstances may be due to unforeseen events (e.g. unfunded applications for other financing). HCDC recognizes the need to utilize CDBG, HOME and other funding as effectively and efficiently as possible to meet the needs of low~moderate income household for housing, jobs and services within Iowa City. To assist HCDC in evaluating a project's status and ability to proceed the following policy is hereby adopted to begin with Fiscal Year '04 projects beginning July 1, 2003: 1. All CDBG and HOME projects will have entered into a formal agreement with the City of Iowa City for the utilization of federal funds by September 30 each year. Should a recipient fail to meet this threshold, the project will be reviewed by HCDC to evaluate if extenuating circumstances exist. If extenuating circumstances exist and it is anticipated the project will proceed, a new time/ine will be established for the completion of the project. If circumstances do not warrant an extension of time, HCDC may recommend the recapture and re..use of the funds to the City Council. 2. All CDBG projects (except applicants for LlHTCs) will have expended a minimum of fifty percent (50%) of the assistance provided for the proposed project by March 15 each year. This provides the recipient with approximately 255 days following the start of the fiscal year to reach this threshold for CDBG projects. All HOME projects will expend their funds on a timely basis per the applicable HOME regulation. Should a recipient fail to meet these thresholds, all unexpended CDBG/HOME funding will be recaptured by the City of Iowa City and recommendations be made by the HCDC for re~use of the funds or HCDC may allow the recipient to retain the funds for the previously approved project. 3. If housing projects are applying for other funds through various state or federal agencies, the recipient must apply for those funds in the first available application period offered. Should a recipient fail to meet this application threshold, all CDBG/HOME funding will be recaptured by the City of Iowa City and recommendations be made by the HCOC for re~use of the funds. 4. Should a recipient be unsuccessful in obtaining the funds listed in the application in the application round immediately following the allocation of local COBG\HOME funds, and the project will not be able to proceed without the aforementioned funds, all CDBG/HOME funds will be recaptured by the City of Iowa City and recommendations be made by the HCDC for re~use of the funds or HCDC may allow the recipient to retain the funds for the previously approved project. If the project is unsuccessful in obtaining the required funds listed in the application after two consecutive funding rounds following the allocation of local CDBG/HOME funds, the City of Iowa City will recapture all CDBG/HOME funds. _m ,,,,,,·"···..,""".'''·''''MM''"''..'. .. "''',..,,,, Eco~omic Develo...emenJ Economic development projects making application to the CDBG Economic Development Fund will be reviewed by the Council Economic Development Committee. The Council Economic Development Committee will make a recommendation to the City Council for each project proposed for funding. Said recommendation shall include the amount of CDBG assistance to be allocated and the terms of investment. Typically, for~profit business projects will receive low~interest loans; whereas, non~profits may be recommended for forgivable loans or grants. Decisions regarding investment terms for economic development projects will be made based on the nature of the project including, but not limited to, the risk, potential for growth, the number of and quality of jobs created for low-moderate income persons, the ability to repay a loan and the amount of other funding leveraged. Housing The interest rate for all rental housing activities will be zero percent (0%) for non~profit owned projects and prime rate (determined at the time the CDBG\HOME agreement is executed by the City) minus two points for for-profit owned projects with an amortization period up to thirty (30) years or the period of affordability, whichever is less. Assistance to homeownership projects will have three repayment options as shown herein. 1. A 20-year loan that must be paid in full when the low~moderate income homeowner sells, transfers title, moves or rents the property or the 20~year term expires, whichever occurs first. No interest will accrue and no payments will be required to be made by the property owner prior to payoff. 2. The homeowner has the option to make monthly payments to the City or its designee in a form not to exceed a 30-year, zero percent (0%) amortized loan, a 30- year amortized loan must start at the time the assistance is provided. 3. If CDBG\HOME assistance is provided to a certified non~profit organization, for a Community Land Trust project, the CDBG\HOME funds will be in the form of a grant. All HOME funds provided for Tenant Based Rent Assistance will be in the form of a grant. Public Facilities :: The City of Iowa City, as the recipient of Community Development Block Grant (CDBG) funds, utilizes these funds for "public facilities" projects as defined in 24 CFR 570.201 (c) that are completed by the City and\or subrecipents. The following policy applies to CDBG assistance provided to non~governmental subrecipients ("governmental" includes only jurisdictions with taxing authority as provided for in Iowa Code). Projects that receive an allocation by the City of Iowa City will receive an earned grant, as defined herein, which will be secured by a mortgage or other comparable security instrument. The compliance term of the earned grant will be determined by the formula also provided herein. At the end of the applicable compliance term the lien or other security instrument will be released by the City. If the real property is leased, the lease shall be for a period that matches or exceeds the compliance term of the earned grant. · Earned Grant: A lien against the real property being assisted, or other comparable security, which is repaid only upon transfer of title, rental of the property, or termination of seNices or occupancy as outlined in the applicable CDBG Agreement. If the subrecipient fully satisfies the terms outlined in the applicable CDBG Agreement the mortgage against the property, or other security instrument, will be released by the City following the completion of the compliance period that begins on the date of execution of the mortgage or security instrument. · Earned Grant Formula: The total amount of CDBG assistance allocated to a subrecipient in anyone . .. I I ... . City fiscal year for a "public faciJity" project divided by $3,000 equals the number of CDBG compliance years for the Earned Grant. (For example: $17,000 in CDBG assistance divided by $3,000 would equal a compliance term of 5. 67 years or 68 months). If the Earned Grant Formula results in a compliance term of less than one year (12 months) the minimum compliance term shall be one year (12 months) and ifthe Earned Grant Formula results in a compliance term of more than ninety~nine (99) years the maximum compliance term shall be ninety~nine(99) years. Public Service ': . Public Service projects as defined in 24 CFR 570.201 (e) shall receive CDBG assistance in the form of a grant with a term of not less than one year. CDBG and HOME Program Investment Policies (Resolution 06~213) - ""~~, ^^ ".~""' ""," '~U"'M.="",)'. '''''''~"'"",,', ~'~"^"æ' w," ',,,, " . V'" ~....." - . CITY OF IOWA CITY FY2007 CDBG/HOME - FUNDING REQUEST Public Service Projects (Operations) , Prior to submitting your FY07 CDBG/HOME Application, please make sure that you have done the following: o Completed Application. Should you have any questions while completing the application contact Community & Economic Development staff at 319.356.5230 or by email at steve-Iong@iowa-city.org. o Submit the original application to the City of Iowa City, Community & Economic Development Division. The application may not be longer than 10 pages, must by typed (10 point font or larger), and must be single sided. o Submit one copy of your overall agency budget (summary). The budget summary is not included in the 10 page maximum count. o Sign the application in blue ink. o Have your application and related materials delivered to: City of Iowa City Community & Economic Development 410 E. Washington Street Iowa City, IA 52240 o Be sure to send your application by certified or registered mail; overnight deliver service i.e. Federal Express; or deliver in person and have the application date/time stamped by a Planning & Community Development representative. o Applications are due to the City of Iowa City, Community & Economic Development Department on Wednesday, January 25 by noon.. NO EXCEPTIONS! Please remember that only one project proposal may be submitted on each application form. Please use separate application forms for each project proposal. , ~M"'" '''',,,,, ,'""", ''''à'' '"'=~''', "",'~""'''¡ , , City of Iowa City FY2007 Funding Request Public Service Projects (Operations) 1. Name of program for which funds are being requested: 2. Total Amount of CDBG Funds Requested: $ " 3. Name and address of applicant/organization: Signature: 4. Contact Person: Phone Number: Fax Number: Email Address: 5. Indicate your organization's corporate status and number of years in business in the Iowa City community: Status: Non~profit For~profit Years in business 6. Did you attend the Applicant Workshop? If yes, please circle the date attended. December 20, 2005 January 11, 2006 7. Brief summary of the proposed project (please limit response to a paragraph). , " Section 1 - Needj Priority 8. The objective of the CITY STEPS Plan is to promote a continuum of care within the community that includes jobs¡ housing and services for low~moderate income persons. Tell us (a) why this project is needed¡ (b) how it fills a gap in the City's continuum of care or partners with other services and (c) how it addresses the goals cited in the CITY STEPS Plan. Include information from studies\research or other supporting documentation, where available. FY07 Public Service Project Application 1 ----~-. _·~M=· . "., "'j ., ,.,,', ," h··V"____'''''~·.-,,-.- "', "~____)~,,.__-. ''''N'. _'~(,' "'. Section 2 - Resources a. Feasibility 9. Provide a budget breakdown for your specific program or expense. The budget breakdown should include ONLY those costs directly related to the program or expense. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of and resources available for that position. Alternatively, if the project is the implementation of a specific service program, provide the total estimated costs of and resources available for the project, broken out by general categories such as salaries, materials, office expense, marketing, etc. (Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources.) If other non~CDBG resources are used to fund the project/expense, please list the sources, [state if the funds are in~kind or cash,] and check if the funds are anticipated or already in~ hand (committed). If anticipated, indicate the date the funding will be available if awarded. Document Costs Whenever Possible Include onl Expense Category (e.g. salaries, rent, utilities) If possible, please prioritize the bud et Budget Breakdown those costs directl related to the Status CDSti Funds List Source of Other Funds Other Funds In· Kind Antic. Cash Date Comm. Please place an ':,r" in box that applies: $ $ $ $ $ $ $ $ $ $ Volunteer Contribution (Question 10): Total $ 10. If volunteers are used, please describe how these volunteers are utilized for the proposed activity. Unskilled labor hours x $10 per hour ::::: $ , $ Skilled labor C ) hours xi., per hour ::::: " Skilled labor C ) hours xi., per hour ::::: $ , , Total $ FY07 Public Service Project Application 2 . mn_______ ~=" ',~~=,__",."" =_~,. "--1 ~~',w,..~~_" '0 ""." ,,,' . , "', "_ " 11 All public service projects are required to expend their full award and complete the proposed project by the end of the fiscal year (June 30¡ 2007). Will you be able to meet this requirement? Yes No Section 3 - Impact\Beneflt to the Community 12. Please indicate the population to be served by the proposed program according to the income categories shown in the Applicant Guide. If you are requesting money for a specific administrative expense (e.g., a staff member's salary)¡ indicate the population served by your agency as a whole. (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 Clients Served persons (f) Percent LMI , (a + b + c) + f) Percent Iowa City Residents Please describe the basis or methodology used to estimate the number of clients to be served (i.e. survey¡ last year's reports¡ etc.) " FY07 Public Service Project Application 3 "'" "" .., "'; 'u.,,,· ", ' 13. Please circle the one main objective, outcome, and output indicator for the proposed project. Second, provide specific project indicators in the narrative (i.e. number of households assisted, number of persons assisted, etc.) Objective: Suitable Living Decent Affordable Creating Economic Environment Housin o ortunities Outcome: Availability/Accessibility Affordability Sustainability Output Indicator: Persons Households Housin Units Section 4 - Capacity\History of the Applicant 14. In the last five years, has your agency received a CDBG award of which all or a portion has reverted to the City due to non~expenditure of funds? If so, please explain. 15. 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 "Noll or the matter is currently in litigation please give the name of the case and explain the basis of the case. , 16. If the applicant has not received CDBG funds in the last three years, please provide evidence of your organization's capacity, financial skills, commitment and/or experience to implement the proposed program or service within the established timetable and budget. Due January 25, 2006 by 12:00 noon No Exceptions Community & Economic Development 410 East Washington Street, Iowa City, IA 52240 (319) 356~5230 FY07 Public Service Project Application 4 m___w_.. __~"__~m , ""'" ""''--'"~'" )"'^ "." 'f :',"n,' 'N """,,,,n,,, ,;;""", "', ,"', "',,, ~~_'J-'_ , CITY OF IOWA CITY FY2007 CDBG/HOME .... FUNDING REQUEST Public Facility, Planning, ... Other Projects , , Prior to submitting your FYO? CDBG/HOME Application, please make sure that you have done the following: o Completed Application. Should you have any questions while completing the application contact Community & Economic Development staff at 319.356.5230 or by emaH at steVß-loI19@iovva-city.org. o Sign the application in blue ink. o Submit the original application to the City of Iowa City, Community & Economic Development Division. The application may not be longer than 10 pages, must by typed (10 point font or larger), and must be single sided. o Have your application and related materials delivered to: City of Iowa City Community & Economic Development 410 E. Washington Street Iowa City, IA 52240 o Be sure to send your application by certified or registered mail; overnight deliver service i.e. Federal Express; or deliver in person and have the application date/time stamped by a Planning & Community Development representative. o Applications are due to the City of Iowa City, Community & Economic Development Department on Wednesday, January 25 by noon. NO EXCEPTIONS! Please remember that only one project proposal may be submitted on each application form. Please use separate application forms for each project proposal. '^' .,~ .~, "'''''' ': ,¡¡'" "",.~'" ,.," '~d¿':'W'''' ,"~",","n"@'M =" City of Iowa City FY2007 Funding Request Public Facility, Planning a. Other Projects 1. Name of Project: 2. Total Amount of CDBG Funds Requested: $ 3. Name and address of applicant/organization: Signature: 4. Contact Person: Phone Number: Fax Number: Email Address: 5. Location of proposed project: 6. Did you attend the Applicant Workshop? , December 20, 2005 January 11, 2006 If yes, please circle the date attended. 7. Brief summary of the proposed project (please limit response to a paragraph). " Section 1 - Needl Priority 8. Please specify ~he ooe Jnost ëUm!jcaþle Q.t'jor;ty r¡eec! and priority need level, as shown in CITY STEPS 2006~2010, Section IV. Strategic Plan. 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 community as outlined in CITY STEPS. Also, indicate how the project partners with existing services/facilities. FY07 Public Facility, Planning or Other 1 '____"'_"___~.w~~ ''''~___,_ ''',m' , .U.__, , ",,, __~'____)',,",,",=>,,~____________ '_____m"'''~_'~,,_,=:,''')''''-'''-- Section 2 -- Resources &. Feasibility 10. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehabilitation projects. The budget breakdown should only include those costs directly related to the project. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Under status, indicate if funds are anticipated or committed for each source of funds. If anticipated, include the date the funds will be available if awarded funding. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, bUdget for the other items under Budget Considerations in the FY07 Applicant Guide. Include onl Expense Category (e.g. salaries, acquisition, rehab) If possible, please prioritize the bud et Document Costs Whenever Possible A construction estimate is strongly encouraged for all rehabilitation or new construction projects. PLEASE NOTE: The Housing and Community Development Commission may request a ccœI of our overall a en bud et. Budget Breakdown those costs directl related to the .2!"0 ·ect. Type Status CDBG Funds List Source of Other Funds Other Funds In· Kind Cash Antic. Date Comm. Please place an '~" in box that applies: $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ ;- Volunteer Contribution Total from C uestion #11 - Total $ FY07 Public Facility, Planning or Other 2 - '''''''''' ~""""·'''·0:E'··^''d··,",'''''''''')('':'''u,,,,, Amount of private\agency\other funds Amount of CDBG funds $. $. $. (a) (b) (c) (a +b) Total Project Funding Number of persons assisted (d) (see question 18) Total cost per person Total COBG Cost Per Person $. (e) (c+d) (f) (b + d) 11. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor hours x $10 per hour == $ Skilled labor C ) hours x$. per hour == $ Skilled labor C ) hours x$. per hour == $ Total $ 12. Does the proposed project pay full 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 or a reduced tax rate? Yes No If "yes", what is the percent of full taxes paid? % and amount paid $. 13. 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: Iffunded, this schedule will be used for any project agreement for the use of COSG funding. Date: July 1, 2006 Description of Activity : Beginning of City Fiscal Year and Project Start Date " , FY07 Public Facility, Planning or Other 3 .,.,., ^:' :_""~;W'm ^'" "",,,' Section 3 - Impact\Benefit to the Community 14. 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 appllœtlon Is funded, the lnformatlon In thls table will be used as lncøme targeting for the CDSG Agrssment). 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 (I) Percent LMI % (a + b + c) ..¡.. f} . Percent Iowa City Residents , % 15. Please circle the one main objective, outcome, and output indicator for the proposed project (see applicant guide). Second, provide specific project indicators in the narrative (i.e. number of units to be rehabilitated, number of households assisted, number of units constructed, etc.) Objective: Suitable Living Decent Affordable Creating Economic Environment Housin 0 ortunities Outcome: Availability/Accessibility Affordability Sustainability Output . Indicator: Persons Households Housin Units , 16. On the attached map, indicate the location of the proposed project. FY07 Public Facility, Planning or Other 4 Section 4 - Capacity\History of the Applicant 17. Please list amount of CDBG 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 Fiscal Year Funds Budgeted Expended Date Project Recv'd Amount (as of 12/31/05) Com leted FY04 (July 2003 ~ June 2004) FY05 (July 2004 ~ June 2005) FY06 (July 2005 ~ June 2006) 18. Is the applicant (incfuding 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. 19. If the applicant has not received CDBG funds in the last three years, please provide evidence of your organization's capacity/ financial skills/ commitment and/or experience to undertake and complete the proposed project within the established timetable and budget. , n Due January 25, 2006 by 12:00 noon No Exceptions Community & Economic Development 410 East Washington Street, Iowa City, IA 52240 (319) 356~5230 FY07 Public Facility, Planning or Other 5 _ ''___M_____~_~__ ,.~,=_^",~~',,^'M"N" '. """" , "', ".. , . "'~~""'--'",',~,~, .-. .~..,,,','-,',"',''',~-- ",,,,,,'W",,,,,,,,-,......,,,,, ""': ~-,W'I"·""·'" ..,"C!"" ' ~......~ CITY OF IOWA CITY FY2007 CDBG/HOME - FUNDING REQUEST Housing Prior to submitting your FY07 CDBG/HOME Application please make sure that you have done the following: o Completed Application. Should you have any questions while completing the application contact Community & Economic Development staff at 319.356.5230 or by email at steve-Iong@iowa-city.org. o Submit the original application to the City of Iowa City, Community & Economic Development Division. The application may not be longer than 13 pages (17 pages including the 20-Year proforma), must be typed (10 point font or larger), and must be single sided. o Rental housing projects MUST complete and submit the proforma (excel format) provided by the City with this application. o Sign application in blue ink. . o Have your application and related materials delivered to: City of Iowa City Community & Economic Development 410 E. Washington Street Iowa City, IA 52240 o Be sure to send your application by certified or registered mail; overnight deliver service i.e. Federal Express; or deliver in person and have the application date/time stamped by a Planning & Community Development representative. o Applications are due to the City of Iowa City, Community & Economic Development Department on Wednesday, January 25, 2006 by noon, NO EXCEPTZONSf Please remember that only one project proposal may be submitted on each application form. Please use separate application forms for each project proposal. ~ ~=~ , "~__'''''''''M'''_""'",^,, ~">""'M···.g··""·:n -- --.·.·.'''M''·''...'...W!. "..' """<'U· , ' "'=A< . ',"" '''' "",;, City of Iowa City FY2007 Funding Request Housing Projects Project Name: ¡; Type of Project (circle one): HQmeoll'{,ners..h.iR Rental TenanJ.ßf15.flç Rent Asst. Rehabilitation General Information 1. Lead Applicant Name: Signature: Applicant Address: Contact Person: Title: Phone Number: Fax Number: " " E-mail Address: Federal Tax Identification Number: 2. Secondary Applicant (if applicable): Signature: Applicant Address: Contact Person: Title: , , , Phone Number: Fax Number: E~mail Address: H' 3. Type of Applicant (check one): Community Housing Development Organization Private non~profit organization Private for~profjt, individual or partnership applicant Public Organization 4. Amount of Funds Requested: $ , , 5. Did you attend the applicant workshop? If yes, please circle the date attended. December 20, 2005 January 11, 2006 FY07 Housing Application 1 - __~~~~~'___"",,,,'M"'"" '0isiÄ~"'M """"""""W"',, ,""!)i'a",,, """"""""'f¡("'^Y'''''V'' i"Y''''''', 6. Provide a description of the proposed project. Describe in detail the type of project including total number of units and number of units assisted with public funds. Section 1 - Need/Priority 7. Tell us why this project is needed (include information from CITY STEPS, the Maxfield . Housing Market Analysis, "Assessing Iowa's Housing Needs" (August 2003) by Professor Heather McDonald and/or other market studies that identities the need for this type of housing in Iowa City) and how it will till a gap in the City's housing market. H 1\ 8. Please specify th~ o.ne t:Jlpst aj,2Qlica.ble prioritY. neeq and priority need level, as shown in CITY STEPS 2006~2010, Section IV. Strategic Plan. , Priority Need Level (High, Medium or Low) Priority Need Section 2 - Leveraging Resources/Budget 9. Please provide terms: Loan AffordabiJity Amount Interest Rate Amorit. Years Period Years For~Profit $ Prime minus 2 ts Non~Profit $ 0% Community Land $ GRANT NA Trust FY07 Housing Application 2 _____~___w "",,' - - , ,,"" -~ 0'- "'-"--,"-~--'-"'"''''''_____WN^-__' - ~ "---"-"-",,-' 'u"',_,_,~_"_,,,_,_v_ ('-""-'^'-"')d"'-', 10. a. Please complete the table below showing the types and amounts of funding being requested for the proposed project. Please check the appropriate box if the funding source is anticipated or committed. If anticipated, include the date the funding would be available if awarded. . Funding Source&. Type of Funds: Amount of Anticipated Committed Fundin (Date) Iowa Cl!Y. CDBG or HOME Fundi'!9Jpyblic A. State of Iowa HOME or CDBG j:tublic Iowa Finance Authori~ IFA ~ non UHTC U!,ublic Cl!Y. of Iowa Ci~- Tax Increment Financi'!L Qublic City of Iowa City~ Tax Abatement or Exemption $ L.œ.ublic IFA - Low Income Housin Tax Credits (Q.ublic $ Other Public Resources Qlease list : $ $ A licant Contribution of Ec ~ivate $ $ Private Lender FinancinJl :m-ivate $ Private Foundation s Æ'ivate Volunteer Labor and/or In~kind Donations $ _(Q.rivate $ Other Private Resources mease list : $ $ 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 Private Funds: $ Amount of Public Funds $ Total Project Funding $ $ $ $ $ $ $ $ (a) (b) (c) a + b (d) (e) (f) (g) b + d (h) c + d (g) b + f (g) c + f Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must appraise to value by an independent third party appraiser. If the project costs exceed the appraised value; the applicant/owner must repay the City the difference between the appraised value and the total project cost, up to 100% of the City's contribution. 10 b. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amqunt of volunteer time and value dedicated to the identified tasks. Unskilled labor Skilled labor r.. Skilled labor r.. hours hours hours x $10 per hour = $. x $. per hour = $. x $. per hour = $. ) ) FY07 Housing Application 3 "'-~ , _, "H.___>^" '''')_'""""''''_''',....,,,'' "y'''~__ ,'___, " '>V"""""'''''@_ """,,,_,,, ',' ,_",', ",,,", ,,,,,,, "-,,,,, Skilled labor C ) hours x $. per hour = Total (include in 1.0 a.) $. $. 11. Please provide the uses of funds for the project. Indicate if third party documentation is available. Third Party Uses of Funds Amount. Documentation Land ACQuisition $ Yes No ArchitegLEn ineerin Fees $ Yes No Construction $ Yes No Developer Fees $ Yes No A raisal 1. Yes No Reserves Yes No Lender Fees Yes No Other œJease ~ecifv': 1. Yes No Yes No Yes No Yes No Yes No TOTAL $ 12. Does the proposed project pay full 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 or pay at a reduced rate? No Yes . If "yes", what is the percent of full taxes paid? % and amount paid $ . 13. If partial funds are awarded, will the project/program continue? Yes No If yes, at what level? . " , 14. Program regulations require a 25% match for HOME funding. Describe how your organization or the proposed project will help the City of Iowa City meet this match requirement for local HOME funds. FY07 Housing Application 4 ~~~~" """ ~~"",,",.v.,.~ ,"",'_v"" -. ",-,,,,,,,,, " , .. "i<'0^~---- "" :"""M'''u~~v_'_",''u ",v,v,,,,", M),~iLM. Local HOME funds requested: !þ- x .25 = !þ- Local Match Section 3 - Feasibility 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, thi$ schedule will be used for any project agreement for the use of CDBG\HOME funding. Pitt July 1, 2006 .pegriJaimJ 9J)'~bå.t! Beginning of City Fiscal Year and Project Start Date ,;, J) " 16. Briefly describe the project goals for providing or assisting in the preservation or expansion of affordable housing in Iowa City, and how the project will benefit the targeted income group (e.g. goal of providing rental housing to lower income persons without use of Section 8 rental assistance or level of subsidized rent compared to market rates). , , , 17. To help promote the efficient use of federal, state and local funding please describe how - " - the project will maintain long-term (in excess of CDBG\HOME program requirements) or FY07 Housing Application 5 , _, _________,~.."_..___.__,~_~ _="", 'm_ , ,,,,,: ," :'*" 'M""'iWd'i(,N''',¡~",,,-", "'" .,", , '." "" ." permanent affordability; and, show how the project will provide for affordable housing at rental rates lower than those in the existing rental market. " " , , Note to HCDC: Review attached Proforma as part of the Feasibility Section. Section 4 - Impact/Benefit to the Community 18. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of low~moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. " , : , 19. On the map provided, please show the location of the proposed project. 20. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG\HOME Agreement). Number between 0 ~ 30% median income households (a) Number between 31- 50% median income households (b) Number beween 51- 60% median income households (c) FY07 Housing Application 6 _________m___~ ~,-" "~~ ',,, - - ,"---" ,,,. ")--c~ Number between 61 ~ 80% median income households (d) households (e) households {f} households (g) (a + b + c + d) +- 9 Number between 80 ~ 100% median income Number over 100% median income Total Percent LMI 21. Please circle the one main objective, outcome, and output indicator for the proposed project. Second, provide specific project indicators in the narrative (i.e. number of units to be rehabilitated, number of households assisted, number of units constructed, etc.) Objective: Suitable Living Decent Affordable Creating Economic Environment Housin o :>Dortunities Outcome: Availability/Accessibility Affordability Sustai nability Output Indicator: Persons Households Housin Units , Section 5 - Capacity ¡History of the Applicant 22. Please list amount of CDBG and/or HOME funds received within the last four City fiscal years and the status of the project(s) undertaken. (City fiscal year July 1 to June 30) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended (as of 12/31/05) Date All Units Completed FY03 (July 2002 - June 2003) $.. " , $.. FY04 (July 2003 ~ June 2004) $.. $.. FY05 (July 2004 ~ June 2005) $.. '" $.. FY06 (July 2005 ~ June 2006)* $.. , " , $.. *Six months remaining in FY06 at time of this application. 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 "NOli or a matter is currently in litigation please give the name of the case and explain the basis for the case. 1 FY07 Housing Application 7 -~ '^^"M .""^",,, '.i "'M-'1W4'^tf'""""'~'"^ ""', """'-'~'M'''' " 24. If the applicant has not received HOME/CDBG funds in the past three years/ please provide evidence of your organization's capacity/ financial skills/ commitment and/or experience to undertake and complete the proposed project within the established timetable and budget. " 25. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. , , )" " Due January 25, 2006 by 12:00 noon No Exceptions Community & Economic Development 410 East Washington Streett Iowa City/ IA 52240 (319) 356-5230 FY07 Housing Application 8 . 1b 1 uebt Servl'ceF 'rstM_ort~a9E:e_ . ··..···ii.·..·...·ii·..··..···.·;iii>i·.·.·../ii·.·;.·.ii.·.···.····.·;·.··:.iii;.·,. .1................................/................:..................<..................:. 16 !Debt Service Subordinate Mortgage(s "1 1··························<············· 17 ¡Total Debt Service 18 I Cash Flow .,.......::.:::..:..:...::.:.....:.:.::.,.::::.:.:::.:.:..::..:::..:......::.:....: ~1~ '-~ity In~~;~~~- ~~ ProiecL__ --- __. ~_________ - = ~ 1 1 'ash ~on- Cash ROI CF i .................. .... .... .. _', ·1 -.. ., , , ,FIQy , Equ!' 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L. 1 Ine I --20 -1~::::::1 ,- 21 I Depreciation E 22 I Amortization of Fees 23 , Principal Payme ~-'"~'C~7·ii:i7.: .....,~7ë 1 24 I Reserves . j - ... . ....J,.:..:.."..,'..:,'..:,.,.'....:.::.,.,..:/.,.- _ 25 I Earnings (t.oss) 26 x Tax Rate 0% 0% Incurred (Saved Tax j 1 , ; , i , j 27 , , - : $ - j' $ .___."...J._._____ ....._.___._.__ ___on. , ! j , $ - 1$ - 1$ 1$ _"'M""_' ""-""-"T~"'----- - ---".,,------------~-----.. ¡".m_____ 1... I .1 $ . 1 $ - 1$ - 1 $ -+~-,---~-...~_,__.,._."'---.,..-...cc_1..-_,__---___ "-'-------,--t----.,,"-.--.--.-.~-~~,-----:~ . , 1 i $ - 1$ _: $ _ i $ '"'' ,,'" )'. " 1··.:.·'·::.:··.·,·...···.···,·:··.·:··:',./·,····.··......:.....,. i..'··:·······.·:·.,.·:··:····.·..··1 i.'. '.".','..:"',""" .... 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"', , , i i , i 1 - - -"'...._------. - - - - - · 1$ - - .. 1 , ---I.. .--- . 1 -~~---+-.._..._. , , , ! ~I $ ______ ---"-~- --- ! · j , -- ' -'J-'--''''---'-' 1 1$ L i --- , 1$ - - - 1 i --j--------- , ......_.ci______ i I - 1 1 --T~~"''''''' , , i --.-+- ! ~.--~,,-,,~- - - - - ¡ i . ,$ - ~ , " ,i$ - I i .- '.... , , 1 -¡--... 1 , ""I.L.~~ i 1 , $ ------- $ $ $ I , , , - - - - - . - . #OI\IIO! . $ +l!HTC ""---C.~__c___.,_..~~~._..~..__ i +NSP : $ , , =NCFATx ; $ ~-....- .-o-~~'c'-~.__, , j =T AX or (Saving$) CFATx ---.-"'''''---''''''''''''-...-'''''''''''''' ROI TAX (+SA'If) CF ,~------,,-> - +RTC _.___.~.._."."m""_"..__~_" =CFATx ! Cash Flow After Tax ......j"'.~~;:..........i7;:..~i.....·...ii..i.··· .C ---~.-.-- 28 ICash Flow ---1 --.. - ~ ¡Tax Incurred (Tax Saved 30 leash Flow AfterTax , i -~.----_.~. '''',,'--- ~---_._. Une ,Ú'I Benefit Anal 31 sh Flow After Tax - 32 . 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I ··-"~-----""---~-~i·--~----- j 1 ...-.-----"'---, ""i-~-"-·----- 1] ¡ j J i -1$ -1$ -,$ -1$ -1$ -1$ .... j) j; j 1 ! 1 i. ) ! i - 1$ - 1$ - 1$ - 1$ - 1$ - '$ 1$ - _~~~_~"._.~____~ _~"'~_ ._~~__ .m··..'.__.~.___ .______~_£._~___. , l' ¡ i ' '. ~-'"----"-- ) 1 j 1 ¡ 1 1 1 tIDlVlO! 1 tIDIVIO! #DIVlO! I tIDlV/O! ¡ tIDIVIO! 1 tIDIVIO! ! #C ! I 'I 'I - - 1 . -I i 1 i I ¡.! .+---._~. ----------.-2D.-~-~~-" ----.-.t---.--- ii' ·~~jl'·-----~"'·---,,_· -~·l-,----- -- --.. ,,~. I ' , ¡ - 1 1 ¡ i ¡ -.---- "-~-~--'" tion ¡Dete, Taxes .. T --.~." ,,-----,,--- 20 1 Cash Flow ·-..-1-----"'·----------- --~~,,~----~.. 21 jDe¡:>rE',¡Ciation Expe.nses ~ _ 22 }1110rtiZation of Fees 23 J Princi¡:>l!lP¡¡¡yments ., I 24 I Reserves .i....·...·..·......................·.·..·......·....·..···..·..·ii.·.....···...·.·\·..·.·.···i·.····...··.···.....·..·....·.·.·i·.· 1 n.25--JEa!l1in~Los~ Before Taxes._.,~._ 26 I x Tax Rate {35% or 0% 1 27 I Tax Incurred (Saved j.................................... . _..jC~sh Flow After Tax 2§. !CashFlow ..........:......... 1····························· ....: ...::............ 29 1 Tax Incurred Deser! ax Saved line - - 0% - .~~_. - - , I 1$ r I .~ - .¡.;>.$ ~·~·-~ji_· $ $ $ $ --~T - 1$ !-": I '$ i· - 0% 1 1 -----r j - , $ - '--,,~..._. -j-~------- ~- --~--~~. , I - $ ~n , I '$ - i -1$ - -,- , ,$ -¡' "'~'~-'-r 0%1, . . , - -J.n___.._.______ _i_n , I YR11 i , r 1 I I : -T~n.,., _ ì $ __'n .,-., "" -" I - $ - 1 $ ___._1.___ ,,_ I 1 YR16 YR15 , I $ -, $ ..... - ~ , I , ,$ '$ -, s_~~_~_____'_____'.____i..,.,..____,.:...... ,. ... .. ... ....., , , .J ...............' O%L 0%1 1$ .1 , , .+~- 1 1$ - ]..,-'----~ $ - , , 1$ r-- ¡ 1____ ¡ 1$ r---- $ - - - .1__ , - . 1$ j -- , i - '$ .1l__ .~"'"...._+-"''' , , - ¡ $ .~--"'.~.-'."'----~.'" , , - 1$ --~--......-._. I 1 - $ -T' , , 1 , I , . YR14 I- I ___""___ I __ --.--""." I YR13 í - ¡ , ¡ --"''''-~ ! - i $ ---._--"''''-_.--'''---.-..,-----~. ) , :_.1 $ 1 ., _1$ YR12 YR11 $ $ $ I $ - $ -"'-~-" $ ...'-c·".,.,_·_~·__. .,$ $ $ ~""'''m____.. ~-,,--- $ -~"'-- $ ~..~._---" $ ___"'M $ $ ~--- $ $ - 1$ , 0%1 $ - - - - $ $ 0% -¡ !}$- I ,,__,,__L__ I -J $ _._.c...._..~...M..~~"'..··:·· : j - '$ - $ 1$ --~------ , $ - - $ --~~--~~_...-_.. $ ------$. 0% - - - .......... SIS I lcash Flow After Tax 'Rehabilitation Tax Credit '''''''nL_~~__ "..~"c~~_____~".____. I , __jLOW Income Housil1.9 Tax Credit ¡Net Sale Proceeds 1 jTotalBenefits.After Tax {NCF~L~. I Return on Investment Ic I as 1 , _.1. .___ I ¡ , -._~-; ¡- ITotal BenefítAnal h Flow After Tax 35 _..,,---~-"-"~._. 36 -~-,,_.~. 30 Line 31 -..-.- 32 _____. 33 34 - #DIVIO! - $ - í ! , ---..L~_.~ i ___ ---t __n ................j_.. j , j , .- J ..L____~_____ ------,---.-~ . I - 1$ , __n__.....,-__ ! --- - - __~J$ - - - - - $ -~~""-~~...- $ ,_.~---_. - $ -_._._.~,",,- $ - -$ --..... "'... .-- tID!VIO! - - tIDIVIO! I =, "" ,..", ,.' 'ii' i"^ ""~,,, ,'-,.,, , .." ., ',. .) ','" , " PROFO~SPREADSHEET Instructions for Completing This Attachment The Housing Application, as in the past, requires the developers of rental housing projects to complete and submit a proforma for the project being proposed. The purpose of this proforma is to help the Housing and Community Development Commission (HCDC) and staff to make informed decisions on the allocation ofIocal HOME Investment Partnership and/or Community Development Block Grant funding. All applicants for rental housing are required to complete the attached proforma. This form will provide HCDC with the needed information in a format that is uniform among all applicants. The following are instructions for completing this form and some basic "rules of thumb" for your consideration. This form allows for up to 20 years of information. If you have any questions about the form or need technical assistance please call Community Development staff at 356- 5230. ***Fields shown in "grey" are for number entry when usine; the excel spreadsheet*** Revenues [After YR I a rent escalator of2% is calculated in the spreadsheet which is consistent with the Fair Market Rent (FMR) increases for Iowa City} Line I Gross Rent: Is the total amount of rent generated from the housing units, based on proposed rent levels (proposed rents may be less than FMRs but cannot exceed FMRs). Other Income: Include laundry income, application or pet fees, and interest income. Tenant Contributions: Include other payments such as rent for parking or storage space. Gross Income: Is the sum of Lines I through 3. Vacancy Loss: Line I multiplied by 5%. Effective Gross Income: Line 4 minus Line 5. Line 2 Line 3 Line 4 Line 5 Line 6 . .Q.perating Expenses [An inflation escalator of3% is calculated in the spreadsheet} Line 7 Operating Expenses: Estimated insurance expense (estimate from an agent). Line 8 Operating Expenses: Repairs and Replacements ($230 - $390 per unit depending on building age). Line 9 Operating Expenses: Management Fee (usually 5 - 7% of Gross Rent). Line 10 Operating Expenses: Property Taxes (estimate may be obtained from the City Assessor's Office). Line 11 Operating Expenses: Miscellaneous Expenses (legal, accounting, advertising, water\sewer, etc.). Line 12 Operating Expenses: Reserves (generally no more than 2-3% of gross rent). Line 13 Total Operating Expenses: Is the sum of Lines 7 through 12. Net Operatin2 Income Line 14 Net Operating Income: Is Line 6 minus Line 13. Debt Service [list mortgage ill!Yffients for principal and interest only] Line 15 Debt Service for I st Mortgage. Line 16 Debt Service for 2nd Mortgage(s) (include the total payments for all junior mortgages on this line). Line 17 Total Debt Service: Is the sum of Lines 15 and 16 (should not be less than 87% of Line 14). Cash Flow A vaiIable for Distribution Line 18 Cash Flow: Equals Line 14 minus Line 17. . Equity Investment Line 18B is the amount of funds being invested in the project by the project developer\sponsor. This does not include the equity raised through the sale of Low Income Housing Tax Credits as they are accounted for on Line 33. Cash on Cash Return on Investment (shows return to developer or investors on their equity contribution before taxes or tax credits are included] Line 19 Cash on Cash ROI: Equals Line 18 divided by equity investment as shown on the application. ·._~, @....~., ",·,··,··············";¡¡"i/dù;,,·,,,·;. PAGE 2 PROFORMA INSTRUCTIONS CONTINUED Determinin2 Taxes Line 20 Cash Flow: Carry over the figure from Line 18. Line 21 Depreciation Expenses: Annual depreciation of property (27.5 year straight-line schedule). Line 22 Amortization of Fees: Annual amortization of project fees (lS~year straight-line schedule). Line 23 Principal Payments: Calculate the amount of principal paid on all loans for each year. Line 24 Reserves: Carry over the figure ftom Line 12. Earnin2s (Loss) Before Taxes Line 2S Earnings Before Tax: Equals (Line 20 minus Lines 21 and 22) plus Lines 23 and 24. Taxes Line 26 Tax Rate: Use a 35% tax rate on for-profit organizations and non~profits use 0%. Line 27 Taxes Incurred (Saved): Equals Line 25 multiplied by Line 26. Cash Flow After- Tax it . Line 28 Cash Flow: Carry over figure ftom Line 20. Line 29 Taxes Incurred (Saved): Carry over figure from Line 27. Line 30 Cash Flow After-tax: Equals Line 28 minus Line 29. Total Benefit Analysis Line 31 Cash Flow After-tax: Carry over figure from Line 30. Line 32 Rehabilitation Tax Credits: Calculate full value of rehab tax credits. Line 33 Low Income Housing Tax Credits: Calculate full value ofLIHTC annually for each of the 1st 10 years. Line 34 Net Sale Proceeds: In year 20, calculate the estimated future market value of the property by taking the total cost of the project as presented in this application and compound it by 2% for each year. Place this amount on line 34. Line 35 Net Cash Flow After-tax: Equals the sum of Lines 31 through 34. Line 36 Return on Investment: Equals the Net Cash Flow After Tax divided by the Equity Investment. ~ '--- rJ " ) \ ._.~., ",..t , ~"?~ ......- @ 'Zf .~ .-, , ! j , , ! j ¡ ¡ 1 , ¡ í ~ ,-, ~ 1+-a . LJ -~ ,,~- I $<' \ ~ f " r ! J1";; , ~ - , "< \' .5 ~ f tI ;::t;-~ ì ..." ~ I~ ;r::: .~ i ~\~ ""'-..\.... .·9·."- ) "'-, , ~ ,~ , , ,- ''\'I "I . )1 ;;. ~ '- ) r ¡U Q ~ . - t!¡ \ . - I - ? J ;~ < /; ) , (.; . I I i -y , ,-! " '\ '/ « '~!\ I \\ ), "..../ ~ r1 r ~I! , , . _ ~"" 'W^.",,),,¡,,~, ","~ """"~~""'''"",*,,,~,,,,,,.,,, '''h'"Nj" """""", V' =, , oj' DATE: November 10, 2005 City Council TO: FROM: , Steven Nasby, Community and Economic Development Coordinator 11 RE: c--p CDBG and\or HOME Funded Housing - Location Considerations On October 17 the Scattered Site Housing Task Force (SSHTF) presented their final report to the City Council. At this meeting a request was made by Matt Hayek, representing the Housing and Community Development Commission (HCDC), which the City Council provides guidance regarding the allocation of FY07 Community Development Block Grant (CDBG) and\or HOME Investment Partnerships Program funding by December 1. To aid with this discussion the following are the two most recent CDBG\HOME funding cycle guidelines and the SSHTF recommendation. Scattered Site Housing Task Force SSHTF provided a 'Fair Share' matrix and map (see attached); however, this recommendation also stated that using this tool in distributing assisted housing must be accompanied with financial resources in addition to CDBG and HOME funds so that a reduction in the supply of assisted housing does not occur. As such, if no additional funds are provided the SSHTF did not recommend this method of distribution, which would leave all areas of the community open to additional assisted housing. FY06 CDBG\tiOME Agpllçation Cycle "To encoL/rage the distribution of housing and residential faCIlities (e.g. permanent hOL/sing - rental and homeownership, transitional housing, homeless shelters, and special needs housing), HCDC and the City Council will consider potential impads on elementary school distrids. " In practice, the FYOG projects that identified a location or locations within the application were reviewed by HCDC and the City Council at the time of the approval of the Annual Action Plan (May 2005). Projects that did not identify a location(s) are subject on a case~ by~case review by the City Council prior to the City entering into a CDBG or HOME Agreement. FY05 CDBG\HOME A 2pl!cation Çycle "To encoL/rage the distribution of hOL/sing or residential facilities (e.g, permanent hOL/sing - rental and homeownership, transitional hOL/sing, homeless shelters, and special needs housing), HCDC and the City COL/ncil wi'll consider potential impads on elementary school districts, Attached, as Appendix B, is a listing of the low~moderate income rates of the ICCSD by building. Housing projeds 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 COL/ncil. " n_n_n__ ___n__~__ __ ..- -. ,,,n '~,~.'- """ ~ }",,,"" ""i1h~-.-Ú'f'"'^~'_"N '-',ü'%-'-" "'''''''' , ~ November 10,2005 Page 2 This policy provided a specific basis for the location criteria and· lead to HCDC and City Council review of projects on an individual basis. The projects were reviewed either at the time of application or later within the fiscal year upon the identification of real property by the applicant. The HCDC will be finalizing the FY07 CDBG and HOME application materials on November 17. To assist them with the development of these documents a clear direction, if any is to be given, as to the location of assisted housing is necessary. We anticipate that the FY07 CDBG\HOME funding round will begin with the availability of applications on December 5. If the location of CDBG\HOME funded housing is a matter the Council wishes to address, the following are three possible options for consideration. 1. No location criteria for publicly assisted housing. · Publicly funded housing could be acquired, rehabilitated or constructed in any part of the community (subject to applicable zoning and building codes). 2. Use of the SSHTF "Fair Share" map and matrix with additional city funding. · Assisted housing would be encouraged (though City support and\or funding) within the areas of the community identified as "underserved" by the SSHTF. This option would also include the allocation of additional funds (outside of CDBG\HOME) to off~set actual increased costs of locating housing in these areas. 3. Use of the SSHTF "Fair Share" map and matrix without additional City funding. · Assisted housing would be encouraged (though City support and\or funding) within the areas of the community identified as "underserved" by the SSHTF. No additional City funds would be provided to these projects to off~set increase costs of locating housing in these areas. This option may reduce the number of assisted housing units that are produced through acquisition, redevelopment or construction. 4. Case~by~case review of projects by the City Council. · This is a continuation of the existing policy regarding CDBG\HOME funded projects. If you have any questions or need additional information please contact me at 356~5248 or via e~mail at Steven~Nasby@iowa~city.org. Attachment Cc: HCDC City Manager Karin Franklin, Director of Planning & Community Development "'" # in Each C1\BG TABLE 2 Fair Share Assisted Housing Units Based on Percentage of All Housing All Assisted Units (Owner and Renter) Column 9" Column 8 Column 7 Column 6 Column 5 Column 4 Column 3 Column 2 Column 1 r F*~Sha.. of Units In c 0.39% 3.43% 13.94% 0.00% 0.71% 0.49% 3.57% 1.48% 3.50% 0.79% 1.76% 1.71% 2.14% 12.18% 2.66% 1.41% 2.76% 0.90% 5.89% 4.61% 0.86% 2.34% 4.61% 10.71% 0.00% 13.85% 0.22% 0.00% 0.00% 0.00% 8.16% 4.44% Humbør of Units <4 38 392 o 21 9 30 14 14 4 13 9 6 90 28 10 16 15 81 21 3 13 102 162 o 104 1 o o o 76 - 1276 pereent of All HOU$lng Unltslnl : 3.56' . 3.85' 9.79' 0.01' 10.2f 6.33' 2.93' 3.29' 1.39' 1.75' 2.57' 1.63' 0.98' 2.57' 3.66' 2.47' 2.02' 5.83' 4.78' 1.59' 1.21 1.93 7.70' 5.26 0.05' 2.61' 1.60' 2.73' 0.02' 2.18' 3.24' 100.' Total Númber of . HOU$I!!9 Units 1023. 1108 2813 4 2945 1819 841 947 400 504 740 526 281 739 1053 711 580 1675 1375 456 348 556 2214 1512 14 751 460 786 5 627 931 28744 2000-2004 Bldg pennltsJ# of units 88 90 486 o 293 1 8 18 2 5 59 3 o 26 144 2 8 13 3 1 2 11 420 123 o 139 30 2 o o 618 2661 2000 Consus All H~lInlts 935 1018 2327 4 2652 1812 833 929 398 499 681 523 281 113 909 709 572 1602 1372 455 346 545 1794 1389 14 612 430 784 5 627 313 26083 Census Slock Tract GroUì 1 1 1 2 4 1 5 1 5 2 6 1 11 1 11 2 12 1 12 2 13 1 13 2 14 1 14 2 14 3 15 1 15 2 16 1 16 2 17 1 17 2 17 3 is 1 113 2 21 1 21 2 23 1 23 2 23 3 104 4 105 1 Iowa City Totals 'A$Sisted" units . TM'ØVer\Under' Fair Share in column 9 i$ det~rmined .1>yti1e datainc:(!1umn$ 6 and 8. If the percentage in column 8is Qleater than the .gein is 'øver'1ts Fair Share and if the percentage in colUmn 8 is less than the perçen!age in column 6 the census block gl'QUp is 'Under' lis Fair Share and is lacking U/lÎt$. 8} (a.lI:.a. HoI.Is ng Choice V, indude housing units that received public funds. This does not and include rental Note: ß then the census bIock!JII'IíP . housing niIies. .-----.-~.-~-.--.----.-----.~.-.-~._-- '~'~~~,. --,"""" ' -~~ Compeer Advisory Board Members: November 7, 2005 Jo Bowers Housing and Community Development Division 410 E Washington Street Iowa City, Iowa 52240 Carol Caldwell Joyce Carman Dear Housing and Community Development Commission: Simon Chan Kit Dinneen Crane The Compeer Program is requesting an addition $300 to bring our FY06 CDBG allocation to 100% of our originally requested $1,300. This additional funding will be used to help cover the Compeer Director's salary. Amy Crist Lolly Eggers We have recently hired a new director. Karen Ganiard will be working quarter time or 40 hours per month at $12.50 per hour. This additional funding will supplement our fundraising to cover her salary. It is the Compeer Board's hope to eventually bring this position back to halftime. Bruce Fischer Bev Haigh Thank you for your consideration. Pat Kelley Sincerely, Pat Krell , Jennifer Kruse Sherri Zastrow Compeer, Board of Directors Carol Spaziani Margalea Warner Sherri Zastrow Karen Ganiard, Compeer Director Address: 507 E College Street, Iowa City, IA 52240 Phone: 319-338~ 7884 E-mail: compeerprogram@yahoo.com Website: www.compeerjohnsoncountyiowa.org ~""" ,.. . " """ '"",,"', ""',",~"'d"" v,'. ,",""," '~V¡ 'V',"_ COM1'E£~ Document Costs Whenever Possible PLEASE NOTE: The Housing and Community Development Commission may request a copy of your overall agency budset. Budget Breakdown Include onl those costs directl related to the Expense Category (e.g. salaries, acquisition, rehab) If possible, please rioritize the bud et Type Status CDBG Funds Other Funds list Source of Other Funds In- Cas Kind Antic. Comm. Please place an "X" in box that applies: Compeer Director Salary and Benefit (Director is J4 time employee) Additional request $300 $4,900 $1,000 from original CDBG funding + Fund Raising~ Direct mail and concert event x x Total $ $ $ $ $ $ $ $ $ $ $ $1,300 $ $ $ $ $ $ $ $ $ $ $ $3,900 Amount of prjvate\agency\other funds\ Original $1000 CDBG grant Amount of CDBG funds $ 4,900 $ 300 - (a) (b) Total Project Funding b) $ 5,200 II (c) (a + Number of persons assisted question 18) 43 (d) (see Total cost per person d) $121 - (e) (c ... Total CDBG Cost Per Person d) $ 30 - (f) (b ... .-- " To: Traci Hightshoe Community Development City ofIowa City 11/1/05 From: Thomas Walz, Director Extend the Dream Foundation Re: Availability of Additional Public Service Funds In our original CDBG proposal we requested $5000 ftom the public service fund category. The funds requested were intended to be used to deftay the new matching fund requirement for a VISTA volunteer (whose subsistence costs amount to $10,000 for a year). VISTA now requires that programs such as ours pay the subsistence costs of a full time volunteer for every volunteer they provide at VISTA expense. We currently have such a VISTA provided volunteer on board. As you are aware the Extend the Dream Foundation continues to operate on a total volunteer commitment. With the new Ecommerce initiative and building purchase at F Street our volunteer resources are severely challenged. The need for a full time VISTA is critical, especially since our one remaining VISTA is due to complete his service in April, 2006. As stated in our proposal, the $5000 we requested ftom Public Service Funds was to be matched by $5000 ftom River Run (a student sponsored race that adopted our program as its service beneficiary). We have been notified that we will shortly receive the $5000 :&om River Run. The subsistence cost of a VISTA is approximately $10,000. Since we were awarded $1000 of public service funds earlier, our short fall amounts to $4,000. We are requesting that the remaining $4,000 cut :&om our original grant request be restored :&om the available public service funds so we may proceed with hiring a new VISTA volunteer or it's America~Corps equivalent. We have recently submitted both a third quarter report and an annual report (7/04- 6/31/05) to the CBDG staff. These reports document the progress being made by programs that have received previous CDBG support. The Ecommerce project and the F Street building have been "on time" and "on track" with all stated goals and objectives. Support of this request will allow us to maintain the record of growth and stability we hav em nstrated over these past five years. you for considering this request. a , Executlv oJ- ~ Allan Young, irp son, EDF Board of Directors ..~ ............ ::::1' '~M"M =a~+ fJ ~ .~ CV"v't Document Costs Whenever Possible ~ PLEASE NOTE: The Houein and Commun Deveio ment CommiS$ion m uest a of our overall nc bud et. Budget Breakdown (Include on those coste direc related to the rOject) Expense Category Type Status (e.g. ss/aries, acquisition, rehab) CDSO list Source of If pouible, please In- Cas Funds Other Funds Other Funds Kind Antic. . Comma prioritize the bud et . Please place an "X" in box that applies: /J( ~iu.1) $ $ . Jlis $ 00 $ 15 t:MrJC Jib.;~b^- , $ $ * $f'tJ $ $ ~C~, t;; ~ $ $ ¡I' o~ $ $ $ $ $ $ $ $ $ $ ..¡.. . $ $ $ $ Total $ .bfl>DO $ So fð 1) ~ ..I. Amount of private\agency\other funds $ '!:fOD (a) ii Amount of CDBG funds $ , '!14:J ð ~" (b) I, I , I, Total Project Funding $, /D CO Q". Total CDSO Cost Per Person -~, ~~p/~~ I $ .,~ (c) (a + b) _ ~ u,,,t';';fI:.il~(~ !\d) (see question 18) ~ (e) (c'" d) Number of persons assisted .f ,$ /. V,'},A Wø~ wø<LCc 56··4,0 Total cost per person (1) (b ... d) Jh~;,'tr""lf'",,~Q ¡h", ~'-'- . ¿¡¡;;t:: s..-. . . 12. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. . Unskilled labor hours x $10 per hour :: $ , Skilled labor ( ) hours x$ per hour :: $ , . .¡ , . '. ..... . FY06 Non-Housina Aoolication 4 oodCdbalfvQ6,doc IOWA CITY FREE MEDICAL CLINIC PO Box 1170 Iowa City IA 52244-1170 120 North Dubuque St. 319-337-4459 FAX: 319-341·0054 ." . '''' November 4,2005 Tracy Hightshoe, Associate Planner Community &. Economic Development Division 410 E. Washington Iowa City, IA 52240 Dear members ofHCDC: Please consider funding Iowa City Free Medical Clinic's Case Management program with an additional $5,000. In our original FY 06 application we requested $10,000 to fund our Case Management program, based on the knowledge that $10,000 was all that was available for grants in the Public Service category, and were awarded $5,000. In our FY 06 budget $41,200 is needed to fund salaries and benefits for the Case Manager position. Funds from other line items have been shifted to meet the shortfall. This additional $5,000 requested would restore funding to other necessary budget lines, (i.e. medications and medical supplies). Thank you for your consideration in this matter and for the opportunity to request additional funding. Sincerely, Sandy Pic , Co~ Director /F ,Þ: .ÔX0Yb ;/" "'''' " ';. f ; .; f0!0\h'4å\\Wi%\'t%\;; , _nn______ __ . 11. Please provide a budget breakdown for your specific project. Complete the various categories appropriate for your project. Use general categories such as salaries, office expense and other administrative expenses for operational funding. Use categories such as property acquisition, architectural expenses, construction costs, material and administrative costs, etc. for construction/rehab projects. The budget breakdown should only include those costs directly related to the project. For example, if the project is the addition of one staff person, the budget should include only the estimated cost of that position. If a construction project, provide the total estimated costs of the project, but do not include operational expenses or expenses not directly related to the construction project. Please include the cost of an audit for any organization that expects to receive over $500,000 from all federal sources. Also, budget for the other items listed under Budget Considerations in the Subrecipient Guide. If other funds are used to implement the project, please list the sources, state if the funds are in- kind or cash, and check if the funds are anticipated or committed. Document Costs Whenever Possible PLEASE NOTE: The Housinø and Community Development Commission ma~ request a com' of your overall agency budget Budget Breakdown (Include onl those costs directl related to the . Expense Category (e.g. salaries, acquisition, rehab) If possible, please rioritize the bud et Type Status list Source of Other Funds CDBG Funds In~ Kind Cash Antic. Comm. Other Funds Please place an "X" in box that applies: Salaries & Benefits $10,000 $31,200 Grants & X donations X Medical Supplies $ $5,000 FMC X X Educational Materials $ $100 FMC X X Medications $ $400,000 Pharmaceutical X X X X Companies, Mercy Hospital & FMC Laboratory Tests $ X $12,000 University Of X Iowa Hospitals & Clinics Volunteer Support $ $ $10,000.00 $90,000 $ $538,300.00 X Total Amount of private\agency\other funds $538.300 $10.000 $548.300 360 ~1.523 $28 (a) (b) Amount of CDBG funds Total Project Funding Number of persons assisted (c) (a + b) (d) (see question 18) Total cost per person (e) (c+ d) (f) (b + d) Total CDBG Cost per Person Iowa City Free Medical Clinic FY 06 COBG Budget 11/8/2005 To: Members of the Housing Community Development Commission From: Crissy Canganelli, Executive Director Shelter House Date: November 9, 2005 Re: Request for Funding assistance from CDBG Please accept this memo as written documentation of a request submitted by Shelter House for consideration of additional funding from FY06 CDBG monies. In its original application, Shelter House requested public service funds in the amount of $16,500. Shelter House was awarded $3,000 in FY06 CDBG funds. As such, Shelter House is requesting $13,500 in additional FY06 CDBG funds. Funds are to be utilized for the same purpose as indicated in the original application, " . . . for purposes of cash match for the Supported Training and Access to Resources (STAR) Program..." CDBG funds are utilized in conjunction with other local funds to meet the total cash match obligation of$106,750. This match amount leverages a total of $426,970 in federal funds for supportive services for the homeless of Johnson County and an additional $21,348 in administrative funds. The STAR Program assists persons who are chronically unemployed and homeless in Johnson County, to achieve their highest level of self~sufficiency though employment. The STAR Program recognizes barriers to employment and through the resources of the program works with the participant to decrease these inhibitors, such as, housing, mental health, substance abuse, vocational and life skills deficits, transportation, childcare, education and medical needs. Clients have access to the program resources for up to two years. STAR clients, in collaboration with program staff, acquire and maintain jobs consistent with their preferences, strengths, and needs. Local agencies provide supportive services, employability skills training and internships, paid through the program, in local businesses and community based non-profits. Current internship placements include but are not limited to the Crisis Center, Old Brick, ICPHA, and Goodwill. Participants rely on program staff coordination between service providers, public entities, private businesses, and landlords. STAR case managers and outreach workers take a hands~on approach to case management and provide the majority of client direct services unless it is appropriate to subcontract these out. This is fundamental in developing a strong and necessary rapport with the client. Outreach services are available at fixed sites (Shelter House, DVIP, and the Wesley Center) and on the streets. This provides a crucial point of contact for the more service resistant individuals in the homeless population, in particular individuals who are chronically homeless. 331 North Gilbert Street · P.O. Box 3146 · Iowa City, Iowa 52244-3146 · 319-351-0326 F or the current grant award (September 1, 2005 - August 31, 2006), Shelter House has received a commitment of $5,000 from Goodwill Industries of Southeast Iowa, $3,000 in CDBG funds, and $5,000 from City ofIowa City. Where as we are grateful for this support, there still remains $93,750 to be raised. Of this amount approximately $40,000 is considered unsecured by Shelter House. If awarded, the additional $13,500 in CDBG monies would go a long way in addressing the shortfall. If Shelter House is unable to meet the cash match threshold as mandated by HUD, this community will lose the full amount of the grant award~~$448,318 (the supportive services and administrative budget combined) in federal funds for men, women, children, the disabled and elderly who are experiencing homelessness in our community. This loss will cause a serious loss of supportive services for the homeless of Johnson County, will create crippling gaps in an existing Continuum of Care which will compromise the overall strategies and objectives of the CITY STEPS Plan, and ultimately place a significant burden on other providers and the community at~large. In addition to these systems issues, Shelter House will be forced to entirely close during the day; there will be no ability to provide counseling support services to shelter residents that key component that facilitates clients' transition from homelessness to a more independent living situation will cease to exist. The shelter will only provide basic living services opening at 5:00 p.m. only to close at 8:00 a.m. the next morning. The primary point of contact and coordination for persons experiencing homelessness in Johnson County will be lost. Furthermore, all services of the case management program will be lost. The STAR Program is a fundamental component in the Johnson County Continuum of Care System a continuum of services allowing individuals to move from emergency shelter to permanent housing placements. Loss of this program will cause a serious loss of supportive services for the homeless of Johnson County, will create crippling gaps in an existing Continuum of Care system which will compromise the overall strategies and objectives of the CITY STEPS Plan, and will ultimately place a significant burden on other providers and the community at~large. I have attached a copy of the FY06 budget for Shelter House and a copy of the program specific budget as submitted in the original CDBG application (there are no changes to the budget as a contract has been entered into with HUD). The program is fully operational as it is a renewal project and continues each year without interruption. Furthermore, the program is meeting HUD threshold criteria and is surpassing capacity expectations. Please do not hesitate to contact me either by my office phone at 338 ~5416 ext. 102 or through e~mail at ehpcmc@aol.com with any with any questions that you may have regarding the STAR Program and the cash match requirement. - ----------~----"-~~~-,-~-,~,~~''''~._' Shelter House Community Shelter and Transition Services Budget FY06 Drafted September 2005 Income Expenses General Shelter STAR Program Local FWIfJing Salaries J olmson County $12,450 Direct Servíce Providers $111,511 $262,718 Iowa City $22,750 Administration $45,699 $17,887 Coralville $2,500 Vacation Benefit· $2,188 United Way $49,250 subtotal salariøs $159.398 $280,605 $440,003 Faith Groups $30,550 subtotal local funding $117,500 FICA Grants Direct Service Providers $8,698 $20,098 Misc, Grants $10,500 Adrnìnistration $3,496 $1.368 CDBG $5,000 Unemployment FEMA $11,750 Direct Service Providers $267 $617 Jt State App, $36,000 Administration $107 $42 HUD $448,318 Workers Compensation subtotal grants $511,568 Direct Servíce Providers $3,331 $7,698 Adrnìnistration $398 $156 Contributions Healtll Insurance United Way DG $7,250 Direct Service Providers $14,192 $31,659 Individual Gifts $35,000 Administration $5,022 $1,528 Corporate Gifts $7,500 Retirement SH Con1rib, @ 3% Community Orgs, $7,500 Direct Service Providers $2,543 $7,882 Mail Soliciation $22,500 Administration $1,371 $537 Spring Benefit Event $37,500 sublolal ben~fits $39,425 $71,584 $111,009 Concert(s) $750 Other Events $7,500 Night of Shelter $4,500 Total8alaries & Benefits $551,012 Phone-a-thon $37,500 Overflow DG $5,000 General Shelter STAR Program Security Deposit DG $2,750 Program ExpellSes subtotal contributions $175,250 UtiJities $6,874 $4,063 Garbage Collection/Hauling $3,250 Interest $0 Water and Sewer $6,900 Misc. $0 Telephone $3,090 $9,000 Equipment $1,500 House Vehide $4,500 House Maintenance $3,500 $1,000 Total Income: $804,318 Printin¡1Publicity $5,000 Event Expenditures $7,500 PRlpostage $1,500 Insurance $6,000 $1,500 Household Supplies $7,000 Food $3,500 Client Transportation Fund $1,250 Client Overflow Lodging $1,750 Client Emergencies $1,500 Rent $882 Total Income: $804,318 Audit $3,850 Less Total Expenses: $845.857 Bookkeeping $3,750 Miscellaneous $750 Net: -$41,539 Staff Education $4,500 Staff Travel $3,000 Postage and Office $2,450 $2,250 Dues and Subscriptions $500 John E, Thomas SecuriJylUtiJity Deposit Program $7,500 STAR Sup,R0rtive Bervíces (other than staff)· $185,236 sublolal prQgram øxpenses $91,796 $203,049 Total Program ExpellSes $294,845 Total Expenses $845.857 STAR Supportive Servíces (other than staff)· Life Skills $14,000 Alcohol and Drug Treatment $12,000 Mental Health Treatraent $9,236 Other Health Care $5,000 Edncation $7,500 Employment Assistance·· $95,000 Child Care $7,500 ToolSportation $11,500 Clothing $3,500 Rental Security DepositlUtility Assistance $20,000 subtotal SrAR SupporJíw Services*': $185,236 ·Please see Budget Narrative fox explanation ··Employment Assistance ùtc1ndes Ùltemships, Budget Breakdown Include onl those costs directl related to the Expense Category (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget Status CDBG Funds Other Funds List Source of Other Funds In- Kin Cas d Antic. Comm. Please place an 'X" in box that applies: Outreach/Case Management $16,500 $223,860 HUD/Cash Match x x EmploymentAss~tance $ $173,500 HUD/Cash Match X X Life Skills $ $56,000 HUD/Cash Match X X Security Deposit and $ $20,000 HUD X X Utility Assistance Mental Health Alcohol and Drug Treatment $ $ $9,360 $12,000 HUD HUD X X X X Child Care $ $7,500 Johnson County X X Transportation $ $7,500 HUD X X Other Health Care $ $5,000 HUD X X Education $ $1,500 HUD X X Clothing $ $1,000 HUD X X Program Administration $ $21,348 HUD X X including Audit Total $ $555,068 " , DATE: November 8, 2005 TO: FROM: City Council Steven Nasby, Community and Economic Development Coordinator RE: CDBG\HOME Investment Policy At the November 14 work session the matter of the CDBG\HOME Investment Policy is scheduled for discussion. Specifically, as it relates to Habitat for Humanity. At your last meeting the Council had received correspondence and input. When this policy was discussed, and subsequently approved, the intent was that it would apply to the current FY06 projects and the upcoming FY07 allocation round. For your information, attached is a copy of the approved CDBG\HOME Investment Policy. If you have any questions or need additional information please contact me at 356~5248 or via e~maj at Steven~Nasby@iowa~city.org. Cc: HCDC Karin Franklin, Director of Planning and Community Development Attachment mmn____"mm___ ____,_ _" , . . ~~ ¥: b __ , Prepared by: Steven Nasby, Community &. Economic Dev. Coordinator, 410 E. Washington St., Iowa City, IA 52240 (319) 356-5248 RESOLUTION NO. 05-213 rr ) RESOLUTION ADOPTING IOWA CITY'S COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) AND HOME INVESTMENT PARTNERSHIPS PROGRAM (HOME) INVESTMENT POLICIES. WHEREAS, the U.S. Department of Housing and Urban Development, allows the City of Iowa City, Iowa, fIexibílity on the allocation and investment of CDSO and HOME funds; and . WHEREAS, the Iowa City City Council has discussed investment policies for the use of CDBG and HOME funds; and WHEREAS, the Iowa City City Council wishes to establish specific policies for public facilities, public service, housing and economic, development activities; and , WHEREAS, the FY06 Annual Action Plan containing the allocation of CDSO and HOME funds was approved by Resolution 05-169; and WHEREAS, adoption of the CDSG and HOME investment policies defined herein are applicable to FY06 and future CDSO and HOME funded projects; and WHEREAS, the City Council finds that the public interest will be served by the adoption of CDBG and HOME investment policies. NOW, THEREFORE, SE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF IOWA CITY, IOWA, THAT: 1. The City of Iowa City City Council hereby approves and adopts the CDBG and HOME investment policies shown in Exhibit A. 2. CDSG and\or HOME projects funded in FY2005 and years prior thereto are not affected by the adoption of this resolution and changes to the terms of those agreements will not be entertained. 3. The City Manager is hereby authorized to execute, terminate or amend 'CDBO and\or HOME Agreements entered into in connection with the allocation of public funds with subrecipients, Community Housing Development Organizations (CHDOs) or other legal entities. Passed and approved this 21st day of ,.. Jun~ .._ ,2005. n ATTEST: CITY . C,-I-DS- . , City Attorney's Office ~ # _~_'_"^M__m_m"___"'___'''_~~_~'~__M' M'."""",,, 'd,,.'.,,'.. __'~"_""'_ ,,, _",\_,""., ,:eM ''', ,V""_'''",,- . Resolution No. 05-213 . . Page 2 . , . -, It was moved by B~1;Ley, ." adopted, and upon roll call there were: " , and seconded by 0' 12<;!1;I_ne 11 the Resolution be AYES: NAYS: ABSENT: ABSTAIN: X Bailey .. . X Champion X Elliott X Lehman X O'Donnell "' X Vanderhoef Wilburn X " .. -,.. . . .' \ , ,,,,mu_m,,,,,,,, '_"__,"'"____~_"'_~._m_'~_~~==== ___,',0" ~,,' _"~'_",,,-," -"" - 1') ",."OUt ~''''''''''_''m--'.''''''''''''''_4""""ili"=,, .. .. " .. Exhibit A CDSG and HOME Program Investment Policies , . I EconomIc development projects making application to the CDBG EconomIc Development Fund wilt be reviewed by tile Council EconomIc Development Committee. The COundl Economic Development COmmIttee will make a recommendatlQn to the City Coundl for each project proposed for funding. Said recommendation shal/lnclude the amount of CDBG assistance to be allocated and the terms of Investment. . Typically, for-profit business projects will receive low-Interest loans; whereas, non-profits may be recommended for forgivable loans or grants. DecIsions regarding Investment terms for economIc development projects will be made based on the nature of the project Induding, but not limIted to, the rIsk, potential for growth, the number of and quality of jobs created for low-moderate Income persons, the ability to repay a loan and the amount of other fundIng leveraged. The Interest rate for all rental housing activities will be zero percent (0%) for non-profit owned projects and prime rate (determined at the time the CDBG\HOME agreement Is executed by the City) minus two poInts for for-profit owned projects with an amortization period up to thIrty (30) years or the period of affordab/llty, whichever Is less. . Assistance to homeownership projects will have three repayment options as shown herein. 1. A 2.0-year loan that must be paid In full when the Iow~moderate Income homeowner. sells, transfers title, moves or rents the property or the 20- year term expires, whIchever occurs first. No Interest will accrue and no payments wUl be required to be made by the property owner prior to payoff. 2. The homeowner has the Option to make monthly payments to the City or its designee in a form not to exceed a 30~year, zero percent (0%) amortized loan, a 30~year amortized loan must start at the time the assistance is provided.· 3. If CDBG\HOME assIstance is provided to a certified non-profit organIzation, for a Community land Trust project, the CDBG\HOME funds will be In the form of a grant. ,'''c_ "'-- All HOME funds provided for Tenant Based Rent Assistance will be in the form of a grant. p~ti,~ The City of Iowa City¡ as the recipient of COmmunIty Development Block Grant (CDBG) funds, utilizes these funds for . "public facilities" projects as defined in 24 em 570.201( c) that are completed by the City and\or subredpents. The following policy applies to CDBG assistance provided to nonilovemmentai subredpie~t:s ("govemmental" Indudes only jurisdictions with taxing authority as provided for in Iowa Code). Projects that receive an allocation by the City of Iowa City will receive an earned grant, as defined hereln¡ which wilt be secured by a mortgage or other comparable security Instrument. The compliance term of the earned grant will be determined by the formula also provided herein. At the end of the applicable compliance term the /leQ or other security instrument wlU be released by the City. If the real property Is leased, the lease shall be for a period th~t matches or exceeds the compliance term of the eamed grant. · krlJ,I;J Q.\"J!p!: A lien against the real property being assisted. or other comparable security, which is repaid only upon transfer of title, rental of the property, or termination of services or occupancy as outlined in the applicable CDBG Agreement. if the subrecipientfully satisfies the terms outlined in the applicable CDBG Agreement the mortgage against the property, or other security instrumen t, will be released by the City following the completion of the compliance period that begins. on the date of execution of the mortgage or security instrument. . ~arped Grant Fonnµ,I~: The total amount ofCDBG assistance allocated to a subrecipient in anyone City fIScal year for a "publicfacility" project divided by $3.000 equals the number ofCDDG compliance years for the Earned Grant. (For example: $17,000 in CDBG assistance divided by $3,000 would equal a compliance term of 5.67 years or 68 mcnths). !fthe Earned Grant Formula results in a compliance term of less than one year (12 months) the minimum compliance term shall be one year (12 month,r) and lfthe Earned Grant Formula res!llts in a compliance term of more than ninety-nine (99) years the maximum compliance term shall be ninety-nine(99) years. Public SerVIce projects as defined in 24 CFR '570.201 (e) shall receive CDBG assIstance In the form of a grant wIth a term of not less than one year. . . .