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HomeMy WebLinkAbout02-16-2006 Housing & Community Development Commission AGENDA HOUSING AND COMMUNITY DEVELOPMENT COMMISSION IOWA CITY PUBLIC LIBRARY, ROOM A 123 S. Linn Street, Iowa City THURSDAY, FEBRUARY 16, 2006 6:30 P.M. 1. Call Meeting to Order 2. Approval of the January 19, 2006 Minutes 3. Public Comment of Items Not on the Agenda 4. Discussion of Recommendations to Council for FY06 Housing Sites 5. Discussion Regarding Applications for FY07 Community Development Block Grant (CDBG) and HOME Investment Partnership Program (HOME) Funding -- Question/Answer Session 6. Adjourn ,~ .1 _f""o= -lit.., ;t~w!:~ ~: ~aa.' ....... CITY OF IOWA CITY MEMORANDUM From: February 9, 2006 Housing and Community Development Commission Tracy Hightshoe, Associate Planner February 16 HCDC Meeting Date: To: Re: The February 16 meeting will be held at the Iowa City Public Library in Room A and it will be structured around the Question/Answer session with the applicants for FY07 CDBG/HOME funds. A copy of the staff report for each application is enclosed for your review. The review includes concerns or issues that need to be addressed by the applicants. Please review the applications and staff reports. The public service and public facility applicants are allowed five minutes and the housing applicants are allowed ten minutes to respond to questions. The Financial Terms for CDBG\HOME Applicants from the FY07 Applicant Guide is included in the packet. It clarifies Council's policy on financing terms for CDBG/HOME assisted projects. We also need to discuss site approval for FY06 housing projects. Last year, HCDC agreed to submit site approvals directly to the City Council until a formal scattered site policy was approved. Since HCDC only meets once a month this expedites the approval process since housing projects involving acquisition are often under time constraints. The Commission will need to decide how to handle FY06 site approval requests at the February 16 meeting. We will hand out the ranking sheets at the February 16 meeting and they will be due back to us on March 2. HCDC will meet March 9 & 23 to review the groupings and to make funding recommendations. These meetings will also be held in Room A at the Iowa City Public Library. If you have any questions about these items or will be unable to attend, please contact me at 356-5244 or by email at tracy-hightshoe@iowa-city.org. REMINDER: Meeting is located at the Iowa City Public Library, Room A 123 S. Linn Street, Iowa City 6:30 PM MINUTES PRELIMINARY HOUSING AND COMMUNITY DEVELOPMENT COMMISSION LOBBY CONFERENCE ROOM, CITY HALL, IOWA CITY THURSDAY, JANUARY 19,2006 Members Present: Jerry Anthony, Lori Bears, Thomas Niblock, Brian Richman, Michael Shaw Members Absent: William Greazel, Matthew Hayek, Kelly Mellecker Staff Present: Tracy Hightshoe, Steve Long Public Present: Valdean Lembke, Pat Meyer, Sandy Pickup CALL MEETING TO ORDER Chairperson Anthony called the meeting to order at 6:36 PM. APPROVAL OF THE NOVEMBER 17,2005 MINUTES Motion: Niblock moved to approve the minutes as submitted. Richman seconded the motion. Motion passed 5:0. PUBLIC COMMENTS OF ITEMS NOT ON THE AGENDA Long handed out a memorandum from the City's Clerk office and said that the City is currently going through the annual budgeting cycle. He noted that the commission could propose changes/additions to the budget. Bears asked if the commission had ever requested funds from the City Council. Anthony said that this might be an appropriate year to ask for funds, since the City's CDBG and HOME funds have been cut and the City has conditional money that if not spent might have to be returned. He added that the City, according to an article in the Press Citizen, may have a surplus and would need to decide how to use it or reduce the tax rate. He noted that if not used the money will be returned to the public. Anthony said that the Commission supports good community projects and our recipients would be grateful for additional sources of support, if additional funding could be found. Anthony said that the City has two (2) strings of money which result in a surplus. First, he said, the City would have a surplus of revenue collected from property taxes. Anthony mentioned that the City is anticipating a significant amount of money from the increase in property values. Anthony said that if the City would decide to return the money to property owners, it may not be a significant amount to an individual property owner, but it would represent a significant sum for the community projects. Anthony said that the second source of surplus comes from the budget reserve decided by the City Council. He said that the Council had voted to keep 20% of the annual budget as 1 a reserve. Anthony said that currently the amount going to the budget reserve is higher that 20%. He proposed that the additional money from the reserve above the 20% voted upon could be put in a trust fund, and the interest from that fund be added to the CDBG funds. Bears asked if additional funds are approved by the Council would there be a stipulation in terms of what the money could be used for. Anthony said that it is at the discretion of the Council to add such stipulations, but any additional funds that could be added to the CDBG program would be appreciated. Richman said that the commission should first come to a consensus about whether they should ask the City Council for additional money. Shaw said that if the commission will decide to ask for money, they should request a specific dollar amount to the Council. Sandy Pickup_said that the deadline for the CDBG arplications is January 25th, and the deadline for budget recommendations is January 30t . She said that the commission could wait and see the amounts requested in this year's applications, determine the difference between the requested amount and the CDBG funds available, and use that/difference as a proposal to the City Council. MOTION: Shaw made a motion that the Commission would ask the Council for additional money if funds are available. Bears seconded the motion. Motion passed 5:0. Richman said that he agrees that if money is available, the commission should request additional funds. He noted that without further review, he is uncomfortable about recommending a dollar amount. Niblock asked what the percent decrease in CDBG funds was for the current year compared with those from the last year. Long said that CDBG funds were reduced by 10.5% from last year. Niblock said that the commission could recommend restoring the funding levels from last year. Long added that in the past five (5) years there has been a 30% decrease in CDBG funds. Long said that the highest amount allocated from HUD to Iowa City for CDBG/HOME funds was approximately 1.7 million dollars. Shaw proposed that the commission choose a moderate money figure because the projects funded this year might not be self-sustaining in subsequent years if additional funds are not available every year. Richman said that the commission could reach a consensus to have the chairperson arrive at a dollar request after a dialogue with various City Council members. He noted that if there is a way of making more money available for allocation the commission should try to pursue it, however without studying the issue further he feels less comfortable voting on how much money to request. 2 Richman said that any additional funds received would be helpful. Anthony would represent the commission in discussions with the City Council, and would report back to the commission through e-mail. Hightshoe announced that the local religious communities organized an ecumenical reflection on homelessness in Iowa City, and members of the HCDC are invited to participate. Anthony said that he was invited to give a presentation at that session. IOWA CITY FREE MEDICAL CLINIC REQUEST TO AMMEND THEIR FY1997 COMMUNITY DEVELOPMENT BLOCK GRANT AGREEMENT Lembke said that the Free Medical Clinic has been housed at the Wesley Foundation for a long time. He added that the number of patients and frequency of visits had increased dramatically. He stated the current facility and working conditions are making it hard to effectively attract and utilize the staff and community volunteers. Lembke said that they found a building in Towncrest that offers more space and amenities for medical offices. He stated that the T owncrest property was vacant for several years, but is in very good shape. He said that it was built as a medical facility, provides parking, offers a subsidized rent, and provides a win-win opportunity. He noted that the Free Medical Clinic received CDBO funds in 1997 to assist in renovating the facility to a medical clinic. $25,000 was in the form of a conditional grant that is forgiven over a 10-year period, $2,500 forgiven each year as long as the Clinic remained at the Wesley location. Lembke said that they are requesting the remaining two (2) payments ofthe conditional grant be forgiven as of April 1 S\ 2006 to facilitate moving to the Towncrest property. Hightshoe said that the Wesley Foundation submitted an email in support ofthe Free Medical Clinic request; however the email stated that the Wesley Foundation does not forfeit their rights as Landlord by this request. Richman asked if they will have a long term lease agreement at the new location. Lembke said that the draft agreement is formulated for five (5) years. He added that they will include a purchase option and verbiage to protect their long term interests. He said that the chair of their board is a lawyer and would make sure the clinic is protected. Richman asked if additional funds from CDBO would be needed for renovation of the building. Lembke said that no additional funds would be requested. He said that the building is in good shape and they would be able to move without stopping the operation. Hightshoe asked about the size of the new facility. Pickup said that she does not have the exact measurements, but the advantage is not only that the building is bigger, but that it has a better layout, allowing all the offices to be on one floor. Richman asked what would happen to the space vacated at the Wesley building. Pickup said the Wesley Foundation is looking to lease the space to a different human service agency. Shaw said the Free Lunch Program remains in the building, and the Wesley Foundation is offering the spaces (medical clinic and offices on the 2nd floor) vacated at 3 very low rents and is making a large effort to lease to another human service organization. Shaw asked what would be the effect of forgiving the remainder of the conditional grant on our budget. Hightshoe said there will be no effect since the agreement was a forgivable grant. The conditional grant was set up so that the City would only receive funds if the grant recipient defaulted in the 10-year period. The City was not anticipating program income from this project. Bears asked if the new facility will be accessible. Pickup said that there is a ramp and everything is on one floor. Lembke said that there is a shelter for the bus in front of the building. He noted that the Towncrest line serves the area. MOTION: Richman moved to approve the request of Free Medical Clinic to amend their FY1997 CDBG agreement. Niblock seconded the motion. Motion passed 5:0. NEIGHBORHOOD CENTERS OF JOHNSON COUNTY - BROADWAY REVITALIZATION PROJECT PRESENTATION Long introduced Pat Meyer from NCJC. NCJC received FY05 CDBG funds ($5,931) for a planning study of the Broadway area. Meyer_said that a community assessment study had been conducted by the National Resource Center for Family Centered Practice. She added that the City allocated $10,000 for the survey, and in addition helped them compile and publish 100 copies of a neighborhood welcome packet. She said that the neighborhood has high turnover with new comers continuously moving in and out ofthe area. She added that they employed people from the neighborhood to greet newcomers, and the packets are very helpful. Meyer said that some of their goals were to get people within the neighborhood connected within the community faster, to improve communication with newcomers, for the newcomer to learn about community resources, and how to make their voices heard within the community. She said that Iowa City needs entry level employees and newcomers might represent the future of the community in this sense. She noted that the neighborhood has a more than 50% minority population. She said that they are working together with other organizations within the County, so that the work, like translation of materials, is not repeated. Meyer noted that they also strive to make the area more kid friendly. She said that some parks have been renovated to achieve this goal. She said that another project is being pursued in collaboration with the Police Department. She said that as a lot of kids are scared oftalking to the police, they have police officers tutor kids and an officer within the neighborhood who plays basketball and football with the kids. The response has been great. She noted that this sideways approach works very well. 4 Bears said she lives in the Broadway area and really appreciates the young kids in the neighborhood. She added that the kids sometimes help her take the groceries all the way to the door. She said that she really appreciates the recurring police cars and the fact that officers take their time in solving the issues, not just writing up reports. Shaw asked if the new chief of police had impacted the relationship with the neighborhood center. Loring said that the relationship has not been influenced by the new chief. Meyer said that they have a very good working relationship with certain officers. REVIEW OF THE FY07 ALLOCATION PROCESS & PROFORMA BASICS Long said that the proforma is used for rental housing projects. He said that the basic definition of a proforma is an analysis of income and expenses. He noted that a proforma is used to compare income and debt to get the debt coverage ratio (DCR). Long said they are looking for at least a 1.15 DCR. He noted that a typical proforma for a rental housing project has a 5% vacancy rate built into the analysis. If a proposed project used a 15% vacancy rate, that would raise concerns. He mentioned the proforma is also used to determine the return on investment. He noted that a 10-14% return would be considered standard. Long noted that if any projects do not look good on paper the staff would inform the commissioners. Bears asked if the training sessions for the applicants were well attended. Long said that the day session was attended by 12-14 people and the evening meeting had 7-8 attendants. Hightshoe noted that by this time she would have typically reviewed 5 applications, but for the current year only one application has been reviewed so far. She noted that the small amount of money available for public services might have discouraged a lot of applicants from applying. Long said that some people called with concerns regarding the payback terms. He said that when a loan is awarded, for accounting purposes the recipient has to carry it on their books as a liability for twenty years or longer depending on the period of affordability or compliance period. .Richman explained that the assets are depreciated, but the liability stays on the books for the term ofthe loan.. Niblock asked if there are any other benchmarks related to proformas that are commonly used. Long said that the presented benchmarks are the ones commonly used, but the staff also looks at management fees, development fees, and reserves. Hightshoe said that the projects need to be viable. . Richman recommended for future proformas including the debt cover ratio on the spreadsheet. CONSIDERATION OF THE POTENTIAL 2006 AGENDA ITEMS Anthony said that he wrote a two page letter which is included in the package. He said that he would like to propose to the commission to move beyond just allocating funds, and use its policy advising capabilities. He said that the charter creating the commission notes that the HCDC is charged with advising the City Council on ways to improve the 5 availability of affordable housing. Anthony said that he would like the HCDC to consider various methods of increasing the supply of affordable housing in Iowa City and Johnson County. He said that there are several communities within Iowa that are fighting aggressively against homelessness, and Iowa City is not doing as much as they could in his opinion. He said that availability of affordable housing affects the schools. Anthony added that if parents do not have stable affordable housing they are moving from one rental unit to another and that mobility affects school performance. He noted that the availability of affordable housing also affects economic development within a community. He said that high housing costs and the lack of affordable housing might induce higher wage rates, and might drive off companies that would otherwise locate within the community??? The first proposal, he said, could be an inclusionary housing program. He noted that this program would require new residential developments to include a small proportion of affordable units. Anthony said that the developers in Iowa City have consistently not used the allowable densities. He said that developers typically built with lower densities, larger lots, high square footage, and a higher priced unit. Anthony said that single family homes below $200,000 are not being built in Iowa City. Anthony said that it is not a new program, and many communities pursue this method. Anthony said that a community-investment linked deposit program for city funds could be a second possible program. He said that this would require the City of Iowa City choosing banks for its checking and investment accounts using measures of community- investment in addition to standard financial parameters. He said that these measures of community-investment could include factors like number of home mortgage loans made to low-income and minority households oflowa City, percentage of business loans to small and minority-owned businesses oflowa City. Anthony noted that as banks compete to win the City's business, those with higher points on community-investment measures would be better placed in the competition. He said that this competition would result in more money being channeled to affordable housing and community development projects. Anthony mentioned that much of the data for such measurements is being collected and reported by all banks to comply with the federal Home Mortgage Disclosure Act of 1975, and the City should put this data to good use. He said that such a program could be adopted by an administrative decision by City staff. He added that this method would not cost anything, and is being used by scores of cities and counties across the nation. Anthony said that a one-cent restaurant food and beverage levy program could also be used. He said this would require all food and beverage serving commercial establishments in Iowa City to be charged a one cent affordable housing and community development levy for every dollar of customer billing. He said that if a meal costs $9.99, the consumer will still chose to eat if the price would increase to $10.06. He said that while a one-cent levy is a small and almost unnoticeable burden on patrons, the amount generated by it can be significant. Hightshoe asked if this is something the State would 6 need to approve. Anthony said the state does not need to approve it if there is a public referendum. Niblock said that is a good idea for HCDC to become a housing policy advisor. He said that focusing on affordable housing would be a great start. He noted that they should be cautious regarding inclusionary zoning because when getting into price control a greater shortage could be created. Hightshoe said that land banking might be another solution. She said that the City would buy parcels of land with CDBG funds and develop it as affordable housing at a later date. Shaw asked what other similar sized communities have done. Long said that staff contacts communities and tries to discuss and borrow new ideas. He said that information is generally available on the individual web site of each city. Niblock said that another good resource would be the National Association of Builders. Richman added as a resource the National Association of State Housing Agency. Richman said that it would be helpful to put together a package regarding the proposals to be discussed and have more intelligent decisions at a later time. Hightshoe said they would prepare an introductory package for the March meeting. Richman said that stakeholders should be included in the process. Shaw added that the commission should focus on a specific item to focus at each meeting to be able to be educated about pros and cons of each alternative. MONITORING REPORTS Emma Goldman Clinic-FY04 &FY06 Facility Rehabilitation Richman said that the Clinic completed the FY06 project. The roof and the door have been replaced, and the leak stopped. He said that for the FY04 project they installed energy efficient lightning, and the flooring will be finished by the end of the fiscal year, and the automated door is scheduled to be installed the first week of February. He added that if additional money will be available they will spend it on soundproofing one of the procedures room. Free Lunch Program- Facility Rehabilitation Niblock said that he will be able to give his report at the next meeting. Hightshoe said that they have not installed the flooring yet. She noted that part of the agreement with Wesley Foundation was that the Free Medical Clinic will use that space. She noted that the staff administratively would amend the agreement to install flooring for the space as it's only 4% of the total. Free Luncbl Free Medical Clinic- Facility Rehabilitation Hightshoe said that Free Lunch is serving 90-100 people a day. She noted that she served last week and was impressed by the number of people attending. Long said that every time there is a fifth Thursday in the month people from the Planning Department serve at the Free Lunch Program. She noted that they got estimates regarding the fire suppression system and will proceed in the spring. 7 IC Free Medial Clinic- Operations Niblock said that the Free Medical Clinic received $5,000 to help them towards operational salaries. He noted that he discussed the program with the case manager and was impressed to learn that she sees 350 patients. Compeer- Operations Shaw noted that Compeer hired a new director. He noted that the amount allocated was $1,300. He added that they used $534 for salary for the director, $511 for salaries from July to December, and are expecting to use $107.45 per month until all funds are used. Shaw said that the new director increased the volunteer recruitment efforts and is making more matches than they have in the past. ICHA- Tenant Based Rent Assistance Bears said that the allocated money will be OK for two years. She added that currently they have 19 active clients. She noted that one client was terminated, one client was moved to the Iowa City Rehabilitation Center, and one left the program. Old Brick Foundation- Historic Preservation! Rehabilitation Anthony said that Old Brick received funds to refurbish the exterior of the building. He said that the project costs about $180,000 and was funded from three sources. He added that the foundation got a $75,000 grant from the state, $60,000 from the City ofIowa City, and they fundraised the rest. Anthony said that last fall they began the first part of the project, chemical cleaning, for which they used the money received from the City. He said that in spring they would do the second part of the project, which is repointing. Anthony showed before and after chemical cleaning. pictures of the building. HACAP- Transitional Housing Shaw said that HACAP was allocated $300,000 out of which they spent $243,000. He noted they are struggling in purchasing the fourth property. He said they have $8,000- $9,000 less than the average purchase price of the other three properties. He said they are currently discussing if they will be able to purchase a unit, or will have to return the money. ICCSD- FY05 Wood Family Resource Center Shaw said that Grant Wood received $325,000 CDBG funds. He added that the project's cost is more than 3 millions dollars. He noted that they completed the preliminary plan in September and are currently 50-75% done. Shaw added that the work on the gym was delayed due to a suspicious smell. He noted that they started installing the flooring this week, and it is predicted to be finished next month. He noted that the improvements had a very high impact on students; everyone is very pleased with the project. ADJOURNMENT The meeting adjourned at 8:40 PM. 8 IOWA CITY HOUSING AND COMMUNITY DEVELOPMENT COMMISSION FY07 QUESTION/ANSWER SESSION IOWA CITY PUBLIC LIBRARY, ROOM A THURSDAY, FEBRUARY 16, 2006 6:40 pm 339.0401 6:45 pm Neighborhood Centers of JC Brian Loring 358.0438 6:50 pm Free Medical Clinic Sandy Pickup 337.9727 6:55 pm Visiting Nurse Association Suellen Novotny 337.9686 7:00 pm Compeer Patricia Kelley 351.4492 7:05 pm Shelter House (Security Deposit) Crissy Canganelli 338.5416 7:10 pm Shelter House (Outreach Coord) Crissy Canganelli 338.5416 7:20 pm IC Housing Authority 887.0665 - ~ 7:30 pm Harmony Development, LLC Tracy Falcomata 338.7600 7:40 pm The Housing Fellowship Maryann Dennis 358.9212 7:50 pm Iowa Valley Habitat Mark Patton 337.8949 BREAK 8:15 pm Iowa Valley Habitat (ReStore) Mark Patton 337.8949 8:20 pm Grant Wood PTO Marla Edwards 351.1751 8:25 pm DVlP Kristie Fortmann-Doser 351.1042 8:30 pm Four Oaks Mary ChvalfKelli Malone 337-4523 8:35 pm MECCA Ron Berg 351.4357 8:40 pm The Arc of Johnson County Jennifer Adrian 351.5017 8:45 pm Community Mental Health Ctr. Stephen Trefz 338.7884 FY07 CDBGIHOME APPLICATIONS Housing Habitat for Humanity - Land Acq. $ 220,000.00 Harmony Development, LLC - Rental $ 300,000.00 The Housing Fellowship - Preservation $ 250,000.00 ICHA - Tenant Based Rent Assistance $ 368,064.00 Housing Total $ 1,138,064.00 Funds Available for Housing $ 484,378.00 Public Facilities The Arc of JC - Facility Rehab $ 2,852.00 CMHC - Facility Rehab $ 18,280.00 DVIP - Facility Rehab $ 6,400.00 Four Oaks - New Construction $ 200,000.00 Grant Wood PTO - Playground $ 56,437.00 Iowa Valley Habitat - ReStore $ 200,000.00 MECCA - Facility Rehab $ 22,000.00 Public Facilities Total $ 505,969.00 Funds Available for Public Facilities $ 331,000.00 Public Services Compeer - Director $ 2,584.00 Extend the Dream Foundation - Coord. $ 2,250.00 Free Medical Clinic - Case Mgmnt $ 21,000.00 NCJC - Newcomers Network $ 12,840.00 Shelter House - Outreach Coord. $ 10,000.00 Shelter House - Security Deposit $ 1,500.00 VNA - Mental Health Home Care $ 10,000.00 Public Services Total $ 60,174.00 Funds Available for Public Services $ 14,300.00 TOTAL REQUESTED $ 1,704,207.00 FUNDS AVAILABLE $ 829,678.00 2/9/2006 COBG and HOME Program Investment Policies (Resolution 05-213) Economic DeveloDment 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. Houslna The interest rate for all ~ental 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 properly being assisted, or other comparable security, which is repaid only upon transfer of title, rental of the properly, or termination of services or occupancy as outlined in the applicable CDBG Agreement. If the subrecipient fully satisfies the terms outlined in the applicable CDBG Agreement the morlgage against the properly, 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 morlgage or security instrument. . Earned Grant Formula: The total amount of CDBG assistance allocated to a subrecipient in anyone City fiscal year for a ''public facility" 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 if the 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. CITY OF IOWA CITY FY07 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Extend the Dream Foundation- Operational Expenses, Page 126 Applicant Contact: Thomas Walz 339-0401 Project Address: 912 - 2nd Avenue Activity Type: CITY STEPS Priority: CITY STEPS Goal Achieved: Public Service High - Employment Training Provide Employment Training and Education (Page 122) Beneficiaries: 0-30% mfi 31-50% mfi 51-80% mfi 33% 0% 67% Amount Requested: $2,250 Repayment Terms: Grant Total Cost Per Person/Household: $1 ,139\person Percent of Project Publicly Funded: 55% Leveraging City CDBG\HOME Funds: $4.56 in other funds for each CDBG dollar requested. Property Taxes: Tax Exempt STAFF ANALYSIS Documentation of Project Need CITY STEPS notes the need for employment training and education skills. Short-term objective is to continue and expand apprenticeship and employment training programs. The project proposes to train 6-9 individuals with disabilities to become buyers and sellers on the internet. Applicant states that 50-70% of those persons with major disabilities in Iowa City are without employment. Most are dependent upon disability benefits or intermittent employment. Those trainees that become skilled enough to effectively sell (the retail store would inventory most of the items to be sold on the internet by the trainees) would be placed on a commission and may earn stipends as they go through training. Applicant states that while only a few may be able to make a living from sales, most trainees should be able to augment their disability benefits, if received, and achieve a higher economic quality of life. Upon graduation, applicant states EDF would help with necessary equipment and inventory to start a home based business/practice. Project Budget Discussion This project leverages a Federal Work Study position to provide a graduate student or equivalent student with computer skills and internet sales interest to assist in the recruitment of trainees, the coordination of the training program, and individual tutoring of entry level trainees. It is anticipated that the person hired will work approximately 15 hours per week for at least 50 weeks. Project Coordination with Existing Services\Activities Extend the Dream has been working with community partners (including the University of Iowa) with the Uptown Bill's Small Mall and other projects. Applicant History or Capacity to Successfully Complete the Proposed Project Applicant has received CDBG funds in FY01, FY05, and FY06 for various economic development and building acquisition type projects. Applicant has successfully managed the funds received. Summary of Items to be Addressed 1. If partial funding is awarded, will project be able to proceed? After the first year, how will the project be financed? 2. Explain the volunteer contribution as applicable to the eCommerce Training Program. 3. When did the eCommerce Training Program start and how is it currently being staffed? 4. What types of assistance will applicant provide graduates to set up their own home based business? 5. Applicant provides a volunteer contribution valued at $50/hour (100 hours). How did the applicant arrive at this hourly rate? Any changes in the volunteer contribution would affect the numbers reported on page one, total cost per person, leverage amount, and percent of project publicly funded. CITY OF IOWA CITY FY07 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Neighborhood Centers of Johnson County Page 147 Applicant Contact: Brian Loring 358.0438 Activity Type: Public Service Project Address: Citywide CITY STEPS Priority: CITY STEPS Goal Achieved: HIGH - Other Public Service Needs Strategy: Provision of Training in Living Skills (p-115) Beneficiaries: 0-30% mfi 31-50% mfi 51-80% mfi Over 80% mfi 100% 0% 0% 0% Amount Requested: $ 12,840 Repayment Terms: Grant Total Cost Per Person: $36.68 per person based on 765 persons receiving assistance over a one year period. Percent of Project Publicly Funded: . 46% Leveraging City CDBG\HOME Funds: $1.19 in other funds for each COBG dollar requested. Property Taxes: Tax Exempt STAFF ANALYSIS Documentation of Project Need The Neighborhood Centers of Johnson County (NCJC) is requesting support for the Johnson County Newcomers' Network (JCNN). The goal of JCNN is to help low-income residents new to Iowa City settle and to assist them in finding ways to share their strengths and culture with the larger community. Johnson County is in the midst of a demographic transformation that is increasing the numbers of low-income children in our community. The Iowa City Housing Authority reports that combined applications for housing vouchers and public housing have increased 230% from the first quarter of 2002 to the second quarter of 2004. A survey done in the summer of 2004 indicated that one-half of the families in the Broadway neighborhood had been there for less than a year. Project Budget Discussion The CDBG funds make up 46% of the total project budget. The remainder of the funds will be coming from NCJC and have been committed. The applicant proposes to use 170 hours of volunteer time for a in-kind contribution valued at $3,800. The volunteers will assist with planning, technical support and facilitation. Project Coordination with Existing Services\Activities The JCNN brings together service providers, policy makers, concerned community groups and representatives from the newcomer communities to coordinate services and to involve new residents in decision making. Applicant History or Capacity to Successfully Complete the Proposed Project NCJC has been successful in completing a variety of CDBG funded public service and public facility projects over the last 20 years. Summary of Items to be Addressed 1. Will the project continue if partial funded? 2. Has NCJC researched other funding mechanisms for the JCNN project? 3. If JCNN is funded, what is being done to assure that the program will continue beyond the CDBG fiscal year? CITY OF IOWA CITY FY07 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Free Medical Clinic - Case Management Page 135 Applicant Contact: Sandy Pickup 337-9729 Project Address: 120 N. Dubuque Street Activity Type: CITY STEPS Priority: CITY STEPS Goal Achieved: Public Service High - Health Services Provision of Health Services: Continue support of health, dental and HIV/AIDS services. (Page 115) Beneficiaries: 0-30% mfi 31-50% mfi 51-80% mfi Over 80% mfi 43% 37% 18% 2% Amount Requested: $21,000 Loan or Grant: Grant Repayment Terms: NA Total Cost Per Person: $1,881 Percent of Project Publicly Funded: 4% Leveraging City CDBG: $25.87 in other funds for each CDSG dollar requested Property Taxes: Tax exempt STAFF ANALYSIS Documentation of Project Need: In FY05 the Free Medical Clinic had 2,170 patient visits for chronic ailments such as diabetes, hypertension, asthma and depression, a 33% increase from FY04 and a 61 % increase since FY03. The applicant notes that there are no other free services in Iowa City that provide on-going health care for low-to-moderate income person. According to the Kaiser Commission report, submitted with the application, low-income workers are less likely to be offered coverage through their own or a spouse's job or afford it on their own and applicant states the number of patients using FMC as their "medical home" is increasing faster than they can keep up. CITY STEPS lists Health Services as a high priority and has a short-term objective to continue the support of health, dental and HIV/AIDS services. Project Budget Discussion Applicant provides $24.97 in other funds for every CDSG dollar requested. The total public (CDSG) cost per person is $70 or $9.68 per visit (based on 2,170 patient visits). Project leverages $400,000 in donated prescription medications and $50,000 in laboratory tests paid for by the University of Iowa Hospitals and Clinics. The applicant received CDSG funds for operational expenses in FY01, FY03, FY04, FY05 and FY06. Project Coordination with Existing Services \Activities The Free Medical Clinic has a long history of working with a variety of agencies and organizations in Iowa City, such as Shelter House, DVIP, U of I Hospitals, U of I Dental program, MECCA, STAR and many private health care professionals. Applicant History or Capacity to Successfully Complete the Proposed Project The Free Medical Clinic has successfully administered CDSG funds in previous years. Additionally, the clinic has a 30-plus year history of operating the clinic and overseeing renovations funded with grants and donations. Summary of Items to be Addressed 1. Are all of the costs shown in the application (totaling $524,400) for the 300 clients with chronic ailments (diabetes, hypertension, asthma and depression)? 2. Will the project continue with partial funding? 3. How will applicant locate funds for operational costs in the future? CITY OF IOWA CITY FY07 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Visiting Nurse Association of Johnson County Page 173 Applicant Contact: Suellen Novotny 337.9686 ext. 148 Activity Type: Public Service Project Address: Citywide CITY STEPS Priority: CITY STEPS Goal Achieved: HIGH - Health Services Continue support of health, dental and HIV/AIOS services. (p. 115) Beneficiaries: 0- 30% mfi 94% 31-50% mfi 3% 51-80% mfi 3% Over 80% mfi 0% Amount Requested: $ 10,000 Repayment Terms: Grant Total Cost Per Person: $1,580 per person based on 34 persons receiving home health services over a one year period. Percent of Project Publicly Funded: 19% Leveraging City CDBG\HOME Funds: $4.37 in other funds for each COSG dollar requested. Property Taxes: Tax Exempt STAFF ANALYSIS Documentation of Project Need The Visiting Nurse Association of Johnson County (VNA) is requesting assistance in covering the cost of home health services to 34 low-income Iowa City residents requiring care related to mental health disorders. The VNA is the primary provider of mental health home care in Iowa City. The VNA provided 695 mental he.alth home visits last year, the majority of which resulted in a financial loss for the agency. They have noticed an increase of patients without insurance for medically related home care, further limiting their ability to increase subsidies for mental health services. Project Budget Discussion All of the CDBG funds are targeted for operational expenses (salaries) for the nursing visits. Most of the other funds have been committed and the funds are expended as the services are rendered. Project Coordination with Existing Services\Activities The VNA works actively with the Community Mental Health Center and area psychiatrists to provide home care for mental health needs. The nurses providing mental health home care also coordinate with a variety of community service providers. Applicant History or Capacity to Successfully Complete the Proposed Project The VNA has not received CDBG funds in the past; however, the VNA does have experience administering grants from the State of Iowa, Johnson County and the United Way. They are also a Medicare certified agency and they receive an annual financial audit. Summary of Items to be Addressed 1. What percentage of the individuals that you assist live in Iowa City? 2. Please describe the implications of partial funding. 3. What is the VNA's long-term plan for generating funds? CITY OF IOWA CITY FY07 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Compeer Program Page 119 Applicant Contact: Karen Ganiard 338.7884 extension 245 Project Address: 507 E. College Street Activity Type: Public Service CITY STEPS Priority: CITY STEPS Goal Achieved: High - Health Services Provision of Health Services: Short-Term Objectives: Continue support of health, dental and HIV/AIDS services. Long Term Objective: Encourage participation of additional health care service providers. (Page 115) Beneficiaries: o - 30% mfi 31 - 50% mfi 51 - 80% mfi 84% 14% 2% . Amount Requested: $2,583.60 Repayment Terms: Grant Total Cost Per Person $753 Percent of Project Publicly Funded: 7% Leveraging City CDBG\HOME Funds: $13.57 in other funds for each CDBG dollar requested Property Taxes: Tax Exempt STAFF ANALYSIS Documentation of Project Need This project connects a trained volunteer with a person with chronic mental illness to encourage and support participation in community activities. The program indicates that it will cut down the isolation and loneliness many with chronic mental illness experience. Applicant estimates there are approximately 926 persons diagnosed with Schizophrenia and 5,554 persons with Affected Disorders in Johnson County. There are currently 16 active one-on-one matches of volunteer friends from the community with adults receiving mental heath treatment for socialization and recreation and a volunteer coordinator for Skillbuilder activities for those on the waiting list for a volunteer match. The applicant requests funds to pay for a portion of the salary of the one-quarter time director. Project Budget Discussion The Board decreased the director position from one-half to one-quarter time and moved back into the Community Mental Health Center (CMHC), their parent organization. CMHC does not put money into the program, but provides in-kind services of office space, phone service, and insurance. Compeer does pay $200/month to CMHC for financial and accounting services. The project proposes using volunteers extensively at a value of $29,880. Project Coordination with Existing Services\Activities Compeer, like the Community Mental Health Center, relies on extensive coordination with existing services throughout the community. Applicant History or Capacity to Successfully Complete the Proposed Project The Board was formed in the fall of 2001 under the sponsorship of the Community Mental Health Center. Compeer received CDBG funds in FY05 and FY06. Summary of Items to be Addressed 1. Will the project continue if partial funding from CDBG is awarded? 2. The application states 50 persons will be served. Does this number include existing matches and those on the waiting list receiving Skillbuilder activities? 3. How many new matches does Compeer anticipate in FY07? 4. The program has been in existence for four years. How many total volunteer matches have been made? When recruiting and screening for new volunteers, what is the minimum time commitment (duration) that is encouraged? 5. Application states a survey of income will be undertaken to obtain income information of the 50 people matched or on the waiting list. As the project received FY05 & FY06 funding, income information on current persons served by the program should be available. Applicant must collect income and race/ethnicity data from all beneficiaries to verify eligibility for CDBG funds. CITY OF IOWA CITY FY07 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Shelter House - John Thomas Deposit Assistance and Emergency Assistance Program; Page 157 Applicant Contact: Christina Canganelli 338.5416 ext. 105 Activity Type: Public Services Project Address: City-wide HIGH - Other Public Service Need CITY STEPS Priority: CITY STEPS Goal Achieved: Homeless prevention Permanent Housing - Homeless (page 107) Beneficiaries: 0-30% mfi 100% Amount Requested: $ 1,500 Repayment Terms: Grant Total Cost Per Person/Household: Unknown due to a missing page in the application Percent of Project Publicly Funded: 5% Leveraging City CDBG\HOME Funds: $20.82 in other funds for each CDBG dollar requested Property Taxes: Undetermined as the recipients of the security deposits/emergency assistance may reside in privately owned units (taxable) or in units owned by non-profit organizations (tax exempt). STAFF ANALYSIS Documentation of Project Need Iowa City homeless shelters serve hundreds of people each year. Homeless facilities are designed to serve as emergency shelter or as a temporary housing solution. This program assists homeless individuals or households secure housing or maintain their existing housing. The need for security deposit assistance is documented in the Analysis of Impediments to Fair Housing where it is mentioned as a barrier to low income persons seeking housing. Many households experience difficulty saving enough to pay the upfront rental costs to obtain a rental unit. Emergency assistance helps maintain housing for those households near homelessness. The short-term cost of such assistance is much lower than the long-term expense to support the same household in emergency facilities. The assistance provided is a one-time deposit or emergency payment to secure or maintain housing. Project Budget Discussion The Security Deposit program has received CDSG funds for the past five years. The amount of direct assistance to LMI households is $10,880 with the remainder of the program budget earmarked for staff costs and program materials. The staff cost of $21 ,355, as shown in the application, is almost double the amount of the direct financial assistance ($10,880). The Security Deposit program has received CDSG funds for the past five years. The applicant's history with this program indicates that over 100 persons will be assisted, which averages about $100 per household. However, the page of the application that states the number of persons anticipated to be assisted was missing from this year's application so we are not able to compute the average cost per person. Shelter House has worked with landlords to secure a repayment of the deposit assistance in the event an assisted household moves out. Shelter House anticipates the return of $1 ,750 to be used for the continued operation of this program. Due to lead based paint regulations the project had to be modified in FY04. Security deposit assistance can not be provided to tenants that will use the assistance to live in a unit built before 1978. One-time emergency rent or utility assistance can be provided which is exempt from the lead regulations. To utilize the one-time emergency assistance the applicant must receive one of the following: an eviction notice, utility shut-off notice, or must be residing in a shelter. Project Coordination with Existing Services \Activities Referrals by other service organizations are recognized. Referrals are accepted from various sources including Domestic Violence Intervention Program, the Crisis Center, The Housing Fellowship, local landlords and/or management companies, and the faith community. Applicant History or Capacity to Successfully Complete the Proposed Project Shelter House has been successful in completing this CDSG funded project over the last few years. Summary of Items to be Addressed 1. Please submit the page of the application with questions 10, 11 & 12. 2. What is the increase in the number of households that were able to relocate out of Shelter House due to this program. 3. What percentage of households are successful in maintaining their place of residence for 6 months to 1 year after they receive the one-time assistance? 4. Does one-time assistance mean one time per year? 5. This project has received CDBG funds since FY02. Will this program become self- sustaining through the repayment of rent deposits? . CITY OF IOWA CITY FY07 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Shelter House - Outreach Services Coordinator/Cash Match Page 164 Applicant Contact: Christina Canganelli 338.5416 ext. 105 Activity Type: Public Service Project Address: 331 N. Gilbert Street CITY STEPS Priority: HIGH - Homeless Needs CITY STEPS Goal Achieved: Expanding staff and capabilities within the existing system to provide improved service and expanding available services. (p. 108) Beneficiaries: Presumed Benefit (Homeless) Amount Requested: $ 10,000 Repayment Terms: Grant Total Cost Per Person: $1,072 per person based on anticipated shelter usage of 525 persons over a one year period. Percent of Project Publicly Funded: 98% Leveraging City CDBG\HOME Funds: $55.26 in other funds for each CDBG dollar requested. Property Taxes: Tax Exempt STAFF ANALYSIS Documentation of Project Need Shelter House is proposing a fifth year of case-management services to an estimated 525 persons annually. The application indicates the staff coordinator to be paid for with COSG funds are to be a part of the STAR program. As such, these funds will be used to help meet the matching requirement for the STAR program. The newly renewed STAR grant will require approximately $106,750 in local match. Project Budget Discussion All of the COSG funds are targeted for operational expenses (salaries) for the outreach and case management functions. Other services (e.g. employment assistance, life skills, etc.) are provided through the STAR program, which represents approximately 60% of the "other funds" identified in the application. Volunteers are anticipated to provide 750 hours of general administrative assistance to the proposed project for a value of $7,500. Project Coordination with Existing Services \Activities Referrals to local human service organizations are essential to the success of this proposed project. The function of the outreach coordinator is to focus on expediting access to local mental health and substance abuse resources, employment, housing and other corollary community based and public resources. Applicant History or Capacity to Successfully Complete the Proposed Project Shelter House has been successful in completing a number of similar public service and public facility COSG projects. Summary of Items to be Addressed 1. COSG funds were used to provide a portion of the cash match required to leverage the STAR grant in FY05 and FY06. What other funds will be used to complete the cash match in FY07? 2. How many of the 525 clients identified in the application will participate in STAR? 3. Oiscuss various outcome measures such as how many clients residing at the shelter obtain permanent housing, how many clients with substance abuse problems or with mental health issues seek and continue treatment with the appropriate provider. 4. This is the sixth year offunding for this activity. What is STAR's long-term plan for generating match? 5. In question 9, Goodwill is shown as committing $5,000. Where is this shown in the budget breakdown? CITY OF IOWA CITY FY07 CDBG/HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: Iowa City Housing Authority Tenant Based Rental Assistance (TBRA), Page 41 Applicant Contact: Steve Rackis 887.6065 Project Address: Citywide Activity Type: Housing CITY STEPS Priority: High - Small Related Renter\Large Related Renter - cost burdened > 30% with incomes at or below 30% mfi Medium - Elderly Related Renter - cost burdened> 30% with incomes at or below 30% mfi CITY STEPS Goal Achieved: IV B. Affordable Housing Rental Assistance (page 101) Beneficiaries: 0-30% mfi 100% Amount Requested: $368,064 Loan or Grant: Grant Repayment Terms: Grant for Tenant Based Rent Assistance Total Cost Per Person: $1,704 over the two-year term of the rent assistance. Percent of Project Publicly Funded: 70% Leveraging City CDBG\HOME Funds: (e.g. 1: 1) $0.30 in other funds for each local HOME dollar requested Property Taxes: Indirectly, private owners/landlords providing rental units pay property taxes. STAFF ANALYSIS Documentation of Project Need CITY STEPS recognizes that rental assistance is the most often cited and important need identified by low-income persons due to the high market rents in Iowa City. As of 1/4/06, the ICHA reports 2,977 families on the Housing Choice Voucher (HCV) waiting list. This is an increase of 886 since last year (1/13/05). Of which, 138 of the applicants are elderly and 843 are disabled. The proposed project will assist 72 low-income elderly and/or disabled households (36 households per year over a 2-year period) with direct housing assistance to landlords on behalf of eligible participants. The proposed project will mitigate the impact of federal budget reductions in the HCV program and allow the ICHA to provide immediate assistance to elderly and/or disabled families currently on the waiting list and maintain assistance to low income families up to their HUD approved baseline of 1,213 families. There is a 2+ year wait for HCV assistance. Project Budget Discussion In the proposed project, participants pay no more than 30% of their adjusted gross income towards rent. The ICHA anticipates that they will subsidize approximately 70% of the contract rent. The HUD calculated per unit cost for the ICHA is $426/month. The tenant is responsible, on average, for approximately 30% the contract rent to private landlords scattered throughout Iowa City. Project Coordination with Existing Services\Activities Families participating in the proposed project will remain on the HCV and Public Housing waiting lists. When they reach the top of either list, the ICHA will process their applications and transition the families into the HCV or Public Housing program. Applicant History or Capacity to Successfully Complete the Proposed Project The ICHA successfully implemented a TBRA program with FY06 funds and that project is currently active. It also maintains public housing units and administers the Housing Choice Voucher Program. The ICHA has received HUD's High Performance designation status for 10 consecutive years. Summary of Items to be Addressed 1. Discuss possibility of partial funding if necessary. 2. HOME rules allow the applicant to use TBRA outside of Iowa City, what limitations would applicant set regarding portability and how many clients would be served outside of Iowa City? 3. Will applicant have a minimum tenant rent level? 4. 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'sa!pnlS snope^ saouaJalaJ uO!leO!ldde a41 peeN ~:JerO.ld JO uo!~e~uewn:Joa SISA '''N'' :I:I".lS CITY OF IOWA CITY FY07 CDBG\HOME APPLICANT REVIEW STAFF REPORT Project Name & Page Number: The Housing Fellowship - Affordable Rental Housing Preservation, Page 26 Applicant Contact: Maryann Dennis 358.9212 Project Address: Coneflower Ct, Hotz Ave., Douglass St., and Taylor Dr. and N. Governor St. Activity Type: CITY STEPS Priority: Housing High - Large Renter - cost burdened with incomes at or below 50% Medium - Households cost burdened with incomes at 80% CITY STEPS Goal Achieved: IV B. Affordable Housing Production of New Units (Page 93) Beneficiaries: 0-30% mfi 31-50% mfi 51-60% mfi 61- 80% mfi Over 80% mfi 0% 0% 94% 6% 0% Loan or Grant: $250,000 Loan Repayment Terms: Prime Rate minus 2% for 30 years. Total Cost Per Person: $25,185/person Capital improvement project that will benefit individuals over a 30-year HOME affordability period which corresponds with the loan term. Total cost per person over this 30-year period equals $839.50. Percent of Project Publicly Funded: 80.9% Leveraging City CDBG\HOME Funds: $5.35 in other funds for each HOME dollar requested. Property Taxes: Paid according to Iowa law for L1HTC projects. The applicant estimates tax payments in the amount of $22,083 in project year one. 02/10/06 9010 ~/GO '^l!l!qepJo:ue JO popad aLll 6upnp spunJ 3I,^JOH leuO!l!ppe JO asn alH Sl!qILlOJd L10!L1M ((g) v~l'l6 ~:I~ vl) alnJ 3I,^JOH aLll L1l!M aOUe!ldwoo U! pafoJd S!L1l JOJ pasn aq Plnoo spunJ 3I,^JOH MaU MOll sSnoslP aSeald 'OS JI iSa!UOW 3I,^JOH apnlOU! spunJ asaLll Op 'pa!J!lUap! 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