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HomeMy WebLinkAbout11-16-2006 Housing & Community Development Commission AGENDA HOUSING AND COMMUNITY DEVELOPMENT COMMISSION LOBBY CONFERENCE ROOM, CITY HALL THURSDAY, NOVEMBER 16, 2006 6:30 P.M. 1. Call Meeting to Order 2. Approval of the October 19, 2006 Minutes 3. Public Comment of Items Not on the Agenda 4. New Business · Discuss and Review FY08 CDBG/HOME Funding Process Timeline · Approve FY08 CDBG/HOME Application Materials 5. Old Business · Discussion of the FY06 Downpayment Assistance Project 6. Monitoring Reports · Iowa City Free Medical Clinic - Case Management (Richman) · Shelter House - Outreach Coordinator (Hayek) · ICHA - Tenant Based Rental Assistance (Hart) · Wood Elementary - Playground Improvements (Shaw) · Hillel Student Center - FY06 Accessibility (Hayek) · The Housing Fellowship - FY03 Affordable Homeownership (Anthony) · United Action for Youth - FY05 Facility Rehabilitation (Niblock) 7. Adjournment ,~ ! -~= -....!t ~.---..... f~w!S ~ "ai' -..~ CITY OF IOWA CITY MEMORANDUM Date: To: From: November 9, 2006 Housing & Community Development Commission (HCDC) Tracy Hightshoe, Associate Planner November Meeting Packet Re: Below is a brief description of the November agenda items. New Business Discuss and Review FY08 CDBG/HOME Funding Process Timeline The proposed FY08 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 2007. Approve FY08 CDBG/HOME Application Materials Enclosed in your packet is a draft of the FY08 CDBG/HOME applications, guide and ranking forms. Significant changes were made last year to the applications. Only one change was added to the housing application. A question was added to identify any identity of interests (101). Possible examples include the project developer is also the property manager; the General Partner has a financial interest in the construction company, etc. 101 relationships with the owner are allowed, but should be disclosed, arms-length contract rates, arms-length quality, and subject to cancellation for poor performance. HCDC 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 FY08". This section contains information related to possible revisions to the CDBG/HOME Investment Policy the Council is currently considering and that HCDC recommended. Council is also considering revising the economic development set-aside to 15% of the CDBG entitlement, however when the Economic Development fund's balance is over $250,000 no additional funds will be allocated. Staff does not anticipate any funds set-aside for economic development in FY08. As this represents a substantial plan amendment, staff will publish notice to start a 30- day public comment period before being considered/adopted by Council. Old Business Downpayment Assistance Program The down payment assistance program was allocated $30,000 in FY06 to provide homeownership assistance to first time homebuyers. At this time, no funds have been utilized from this fund. Staff attributes the lack of applicants to a variety of reasons including homes must be built after 1978 due to lead based paint, aggressive lenders (interest only loans or low downpayments), availability of other first time homebuyer programs, and limitations of our fund including payback provisions and the maximum amount of assistance at $5,000. HCDC will review this program and make a recommendation to continue the program, modify the program or recapture the funds for reallocation in FY08. (over) November 9, 2006 Page 2 Monitoring Reports · Iowa City Free Medical Clinic - Case Management (Richman) Sandy Pickup, 337.9727 · Shelter House - Outreach Coordinator (Hayek) Crissy Canganelli, 338.5416 x102 · ICHA - Tenant Based Rental Assistance (Hart) Steve Rackis, 887.6065 · Wood Elementary - Playground Improvements (Shaw) Marla Edwards, 351.1751 · Hillel Student Center - FY06 Accessibility (Hayek) Gerald Sorokin, 338.0778 · The Housing Fellowship - FY03 Affordable Homeownership (Anthony) Maryann Dennis, 358.9212 · United Action for Youth - FY05 Facility Rehabilitation (Niblock) Jim Swaim, 338.7518 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 tracy-hightshoe@iowa-city.org. PRELIMINARY MINUTES HOUSING AND COMMUNITY DEVELOPMENT COMMISSION THURSDAY, OCTOBER 19,2006,6:30 P.M. LOBBY CONFERENCE ROOM - CITY HALL CALL TO ORDER: Meeting called to order at 6:35 P.M. MEMBERS PRESENT: Jerry Anthony, Steve Crane, Marcy DeFrance, Holly Hart, Matthew Hayek, Thomas Niblock, Brian Richman, Michael Shaw MEMBERS ABSENT: None STAFF PRESENT: Tracy Hightshoe, Steve Long OTHERS PRESENT: Mark Patton (Iowa Valley Habitat for Humanity) RECOMMENDATIONS TO COUNCIL (become effective onlv after separate Council action): MOTION: Hayek moved to accept the revised COBG and HOME Program Investment Policies and make a recommendation to council to adopt this policy with the changes suggested by Richman as approved by the legal department. Richman seconded, and the motion was carried on a vote of 8-0. (Investment Policy attached.) APPROVAL OF THE SEPTEMBER 21. 2006 MINUTES MOTION: Hayek moved to accept the minutes as submitted. Richman seconded, and the motion carried on a vote of 7-0. PUBLIC COMMENT OF ITEMS NOT ON THE AGENDA Hightshoe said the commission requested to review the down payment assistance program at this meeting. It was not included on this agenda due to an oversight. Hightshoe reported that there has been no activity with the program and no funds have been expended. Long said there was an October 15 deadline to reconsider whether to recapture the funds or continue the program. There has been no activity, so the commission could decide at the November meeting to recapture the funds. A motion is . needed to go forward with the recommendation to recapture, but the funds could be recaptured at any time since the city is the recipient of the funds. Hayek asked if there was any way to rescue the program. Long said lenders typically make more money by doing 100 percent financing. There was a suggestion to increase the amount of the award, to get closer to an actual down payment amount. The amount is only $5K, and house prices have risen enough that this am'ount does not make a very high down payment. Long added that another issue is the money cannot be used to assist with purchase of a house built prior to 1978 due to lead paint. Hightshoe said there are many first-time homeowner programs available as well as aggressive lenders willing to make interest only loans or no down payment loans, etc. Long said many programs are grants, rather than loans. He said this would go on the November agenda. The program could be kept open another year as well or the money could be applied to a different program next year. Anthony reported that the subcommittee on inclusionary zoning has developed a plan of action. However, the city had a discussion about the topic during a recent work session. He said Karin Franklin presented Housing and Community Development Commission Minutes October 19, 2006 Page 2 on the topic, and the council decided to employ a consultant to evaluate needs and create a plan. The subcommittee is not sure what steps to take at this point. Long said the council is working with an alliance of groups who are interested in affordable housing in Iowa City. Shaw said it is now called the Housing Alliance. Long said they will be talking about inclusionary zoning with someone from the HCDC and P&Z, and the city might come to HCDC with a proposal for a housing market analysis using CDBG funds. Hayek asked who would do this analysis. Long said they would search for a professional firm to come in and take care of it, possibly by talking to people in other communities. Niblock said there is likely a trade journal for this sort of thing that would have information about potential firms. NEW BUSINESS Public Meeting - Annual Review of the 2006-2010 Consolidated Plan (a:k.a. City Steps) Hightshoe said the 5-year plan guides spending of our federal funds based on the priorities and strategies identified in the plan. Based on our citizen participation plan, the city reviews it annually and at least one public meeting is required. Long said staff set up two meetings, one at Successful Living and one at the Local Homeless Coordinating Board to gather input about the plan and feedback on current services and facilities in Iowa City. Hightshoe said the comment summaries from those public meetings were included in the packets. She said common needs identified included transportation, affordable daycare and employment opportunities. Richman asked what the source was for the listed amounts. Long said those are estimated dollars needed to fulfill all of the services. The strategic plan discusses the priorities for funds. Hightshoe said the funds the city receives would never cover all of the needed services. Long said the commission members need to look at the priorities and decide if they should be changed. Anthony asked if these numbers only include non-housing community needs. Hightshoe said housing is listed on the blue sheet. She said comments from the meetings included discussion regarding the difficulty of those in transitional housing to make the next step to being able to afford and rent market-rate units. There are limited subsidized units available. Long said that the opportunity for stable employment was discussed, as well as transportation needs. Unfortunately, subsidized bus passes cannot be used during peak hours. Niblock asked whether if "other public service needs" includes a particular goal or set of needs since it is currently listed as a high priority. Long said it is a catch-all category. Hightshoe said it could include items such as life skills education, financial literacy courses, etc. Anthony said these are all categories designated by HUD. Shaw said that 10 years ago most housing was close to public transportation. However, now the city is more spread out. Hayek asked if there was an average or ideal distance from bus lines throughout the city. Shaw said 10 years ago, most places in the city were three blocks from a bus route. Long said for example, there are 17 assisted housing units in the Peninsula area, but the nearest bus does not go into the area because the population density is not high enough for a demand yet. Anthony asked for confirmation that the purpose of this review is to evaluate whether the priorities need to be modified. Long said yes. He added that the last change was to neighborhood facilities. Shaw asked since that category has had a recent investment, if its priority should be changed to medium. Hightshoe said there may be concerns for other low-moderate income areas such as near Wetherby or in other parts of town that have a high percentage of households with modest incomes. Shaw asked if this prioritization would include Coralville. Hightshoe said no. Long said no changes are required at this time, and the priorities could be changed at any time during the year. Hightshoe said this is the official review, which is required at least annually. Hayek said the categories are very elusive, and tweaking would probably not accomplish very much. Long agreed the list is intended as a guide. Hayek noted the priorities are all relative to each other, since all are highly needed. Hart arrived at this point. Housing and Community Development Commission Minutes October 19, 2006 Page 3 Richman said the commission funds the applications that are submitted that particular year, so those are the priorities that are addressed. There was discussion before about creating some direction for the commission to focus on. The question is also how to encourage agencies to respond to that direction and submit applications that the commission would like to see. Hightshoe said she sent the comments to the city department heads, so additional feedback might be received as well. Long added that they plan to meet with the pOlice department, which might also be a source of feedba"ck. Shaw asked what the status of the Shelter House is. DeFrance said she would be reporting on that later. Update on FY07 Projects - CDBG/HOME projects that have not entered a formal agreement with the City of Iowa City Hightshoe said that City policy requires that agencies receiving money need to sign an agreement ninety days after the start of the fiscal year (Sept. 30). Three agencies have not done so. These include Habitat, Four Oaks and Arc of Johnson County. Habitat for Humanity is not a problem as they have not identified a lot yet. Before a HOME agreement may be entered a site specific environmental review is required. Habitat can't enter an agreement until sites are identified and a review is completed. The ARC is declining the award because they will be moving into newer facilities soon. The Four Oaks project is proceeding, however they do not want to sign the agreement prematurely. They would like a small extension in order to finalize their timeline, so that the agreement will be accurate. The project is proceeding. Long said all the projects appear to be in good shape. Niblock asked how long an environmental review takes after a site has been identified by Habitat for Humanity. Hightshoe said the review takes approximately four to six weeks. Anthony asked if that is the same regardless of location. Long said yes. He added that an environmental review is a federal requirement, and the reason award money is rescinded most often is because the environmental review was not done. Hightshoe said the State Historic Preservation Office (SHPO) needs to minimize or eliminate the risk of adversely affecting an historic property, architecture or archeological findings before a project proceeds. Shaw asked how the owner is determined if the owner is vacant. Crane said a title search is done. Long said the assessor's office will have record of who is paying the property taxes. Patton said estates and polluted areas could both have extended environmental reviews. Hightshoe stated if the area is vacant land, but lies in close proximity to known archeological findings, the project can be delayed until additional research or surveys are completed. OLD BUSINESS Discussion of CDBG and HOME Investment Policies Long said the commission decided that more flexibility would be a positive step for the investment policies at the last meeting. The latest revision leaves an "out" for special cases, as explained in the shaded paragraph. Shaw asked if this was similar to the past. Long said there was no policy before. Anthony asked if these policies would need approval from the council. Long said yes. Richman suggested moving the recently added paragraph to the bottom of the document, in order to reduce the requests for exceptions. Shaw asked for confirmation that there are no legal issues with how the document is arranged. Hightshoe said there should be no problems putting that paragraph at the end of the document. Long said the policies need to be reviewed and approved by the legal department either way. Hayek asked for confirmation that Richman would like to move the shaded paragraph to the bottom. Richman said yes. Hayek asked whether there was any opinion about the phrase "in most cases." Richman suggested deleting that as well. Long said that was fine. MOTION: Hayek moved to accept the revised CDBG and HOME Program Investment Policies and make a recommendation to council to adopt this policy with the changes suggested by Richman as approved by the legal department. Richman seconded, and the motion was carried on a vote of 8-0. Housing and Community Development Commission Minutes October 19, 2006 Page 4 Discussion of Design Standards for Federally Assisted Housing Projects Hightshoe presented revised guidelines as recommended and discussed at the September meeting. Hightshoe said recent changes to the document include a definition for "substantial rehabilitation," a new diagram, specific garage requirements were deleted, the foundation requirements were changed to match code and a section was added regarding accessibility to match the existing language in the building code per the recommendation of Housing and Inspection Services. Hayek asked about the requirements for accessibility. Long said any federally-funded structure needs to be accessible. Hayek suggested putting the requirements for accessibility in the document, to make it easier to reference. Richman said Maryanne Dennis emailed him with a request to have the guidelines apply only to infilllots, since new construction will be covered by covenants. Long said while that is true in some ways, the covenants do not cover everything. Hightshoe said it depends on the subdivision. DeFrance said there are some lots that could be considered new construction, but would actually be infill because of their locations. She said she does not agree with the reasoning. Richman noted that covenants already give many guidelines. Hayek said the guidelines are less imposing than most covenants. Richman said it looked like all the potentially challenging quantitative requirements have been removed. Hayek said if the guidelines were adopted, it would be good to add a caveat that meeting covenant requirements does not exclude the need to meet the design guidelines. DeFrance asked how groups could build an affordable house in some of the neighborhoods. Long said typically federal funds are used to buy the land, but constructing a house in some areas is very difficult. Hayek said there are no covenants that require only 1,200 square feet anymore. Patton said they do not build any new houses greater than 1,200 square feet. Long said that is the biggest issue with affordable housing, especially with the scattered site issue. Richman suggested changing the document to say it should be consistent with area. He said he is fine with a restriction to a small area, but "vicinity" might need more definition. He said he does not feel the need to give more definition to the term, but others expressed concerns. Shaw asked if a mile is a fair and reasonable distance. Richman asked if the terms are interchangeable. Hightshoe said there is more emphasis on homes in closer proximity. Hayek said another term would be "neighborhood." Richman suggested either defining the term, or being consistent on which is used throughout the document. Crane noted that a block and a neighborhood could be very different. Richman said "vicinity" would be flexible. Shaw asked if that would be a problem for staff when trying to evaluate applications. Hightshoe said no. Long said there is a question on provision C, pedestrian access. City code said it must be 34 inches. Hightshoe said it is a matter of accessibility. Long said he asked about it, and it was recommended to leave it at 3 feet, rather than making it 34 inches. Patton said groups would like to know the expected turnaround time for staff review, as well as the appeal process. Long said city council would be the recourse for appeals. Hightshoe said council has the final authority. She added that the economic development agreements typically give a 7-10 day turnaround time on their design reviews. Staff could match that timeline for the design review as well. Patton said that would be fine. Long said that appeals would be sent to Steve Atkins and then the city council as with all CDBG/HOME related issues. Hightshoe said a statement could be included in the document to explain that, however we do not include it in any other policy or document. City council is the final authority on all CDBG/HOME related disputes or issues. Shaw asked if there is a conflict between flexibility versus a desire for clearer guidelines. Long said the question is not the flexibility so much as the content of the guidelines. Patton said the less prescriptive guidelines are fine. However, it is unclear what weight or importance the items have in relation to each Housing and Community Development Commission Minutes October 19, 2006 Page 5 other. Shaw said if there are concerns about the amount of flexibility in the document, then an appeals process should be outlined. Otherwise, it is okay. Richman said he would like "vicinity" to be clarified, and he would be comfortable changing the remaining prescriptive numbers. Long said three inches for trim came from the code for multifamily housing. Patton said there is wider trim on houses on Diane Street, but it is widely variable from house to house in Village Green. He said narrower trim does not adversely affect the appeal of the house. Richman said the issues are consistency and turnaround time. He asked whether the window trim should be changed. Shaw said he prefers flexibility. Niblock recommended changing it. Anthony said statements about covenants and accessibility also needed to be added. MOTION: Richman moved to accept the design guidelines with the noted changes, including statements about turnaround times, removing restrictive numbers for window trim, and using a consistent term such as "vicinity" throughout the document. Niblock seconded, and the motion carried on a vote of 8-0. MONITORING REPORTS Iowa City Free Medical Clinic - Case Management Richman requested to move it to the November agenda. Shelter House - Outreach Coordinator Hayek requested to move it to the November agenda. Shelter House - (FY04) Land Acquisition DeFrance reported that a date has not been set to go before the Iowa Supreme Court, and they do not expect the case to be heard before January 2007. If they lose the case, they will have to find a new site, but they expect they will meet resistance anywhere they try to build. They also looked at sites by the airport and at the old bus depot, but neither site would be suitable. DeFrance added that the children staying at Shelter House currently attend Mann, and the school district had them sign some sort of agreement that says the children will continue to attend Mann, and the Shelter House will have to provide transportation. She asked for clarification on that. Hightshoe said the concern with the school is with additional children attending Twain elementary with high needs. The school district had voiced concerns that homeless children often have high needs and that by placing them at a school with a high percentage of children with high needs may overwhelm the school and minimize staff time with children in need of services. Thus, the city worked out an agreement with Shelter House that stated they. could build the shelter in the Twain elementary attendance area, but the school district would decide what school could best serve the children and provide the resources to accommodate the needs of the children from Shelter House. Mann is currently where the elementary aged kids are going, but that could change over time. DeFrance asked if Shelter House would be required to provide transportation to the school. Hightshoe said yes. She noted that families are only allowed to stay at the shelter for 90 days, many stay less than that. After the Shelter House stay, the school district must provide transportation to the designated school. Long said it is federal law that transportation should be provided to the same school. Hightshoe said it is intended to provide some consistency for a child in a homeless situation. DeFrance asked what happens to the land and the money if the land needs to be sold. Hightshoe said it would be up to Shelter House to market the lot for sale. Long said that they signed an agreement when they received the money. However, the city would likely be flexible and try to find a way to make it work. Anthony asked when the land was purchased. Hightshoe said in 2005. DeFrance asked if they spent $230K. Hightshoe said only $195K was spent on the land. DeFrance asked what happens if Shelter House is not able to sell the land. Long said the city would likely try to work something out to help them. Hightshoe said the city has a lien on the property. Housing and Community Development Commission Minutes October 19, 2006 Page 6 ADJOURNMENT MOTION: Hayek moved to adjourn. DeFrance seconded, and the meeting adjourned at 7:55 p.m. CITY OF IOWA CITY FY08 ALLOCATIONS TIMELINE Dates Subject to Change Dec. 7, 2006 Dec. 20, 2006 Jan. 10, 2007 Jan. 24, 2007 Feb. 22, 2007 Feb. 27, 2007 Mar. 8, 2007 Mar. 22, 2007 Mar. 27, 2007 Mar. 30, 2007 April 30, 2007 April 30, 2007 May 1, 2007 May 1, 2007 July 1, 2007 Public notice that CDBG and HOME applications are available CDBG/HOME Applicant Workshop CDBG/HOME Applicant Workshop Applications due to City of Iowa City by 12 noon HCDC meeting question/answer discussion with applicants HCDC ranking forms due to City staff HCDC meeting: review of groupings and consensus funding scenario HCDC meeting: recommendation on CDBG/HOME funding awards HCDC justifications memo due for council packet Draft FY08 Annual Action Plan done - 3D-day comment period begins Expiration 30-day comment period on the FY08 Annual Action Plan If Needed - joint HCDC/City Council meeting City Council: public hearing on the FY08 Annual Action Plan City Council: resolution-approving the FY08 Annual Action Plan Start FY08 projects 11-18-04 DRAFT November 2006 FY08 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 FY08 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 all applicants to attend one of the CDBG/HOME Applicant Workshops. THE APPLICANT WORKSHOPS ARE SCHEDULED AS FOLLOWS: WEDNESDAY, DECEMBER 20,2006, EMMA HARVAT HALL, CITY HALL AT 10:00 AM WEDNESDAY, JANUARY 10,2007, LOBBY CONFERENCE ROOM, CITY HALL AT 5:30 PM NEW FOR FYOB 1) On November --, 2006 the City Council revised the CDBG\HOME Investment Policy (Resolution #06----). See revised policy. 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. Rental housing projects must submit a proforma with their application. A copy of the ranking sheet is attached herein. . Each housing project, except minor home repairs, funded with CDBG and/or HOME funds must have an appraised value at project completion that demonstrates adequate equity to secure any liens. CDBG\HOME Funding Process The following is a proposed timeline for the FY08 CDBG\HOME funding process. 1. Applications Due 2. HCDC Meeting - Question\Answer with Applicants needed) 3. HCDC Meeting - Review Grouping and Consensus 4. HCDC Meeting - Funding Recommendations 12 noon -- January 24, 2007 February 22, 2007 (Feb. 23, if March 8, 2007 March 22,2007 FY08 Applicant Guide 1 PART I. FEDERAL FUNDING EXPECTED TO BE AVAILABLE FOR FY08 In FY08 the City of Iowa City is expecting to have available approximately $1,638,000 in federal funds (including FY08 entitlements plus program income) from the U.S. Department of Housing and Urban Development (HUD). Of this figure, Community Development Block Grant (CDBG) funds account for about $816,000. 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 Partnership program accounts for about $822,000. 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 FY08 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 (capped at 15% of CDBG entitlement) Economic Development Activities. Public Facilities and Infrastructure Program Administration and Planning TOTAL: $ 904,500 $119,300 $0 $391,300 $222,772 $ 1,637,872 · Economic Development Activities - 15% of CDBG entitlement, however, $0 if fund balance is over $250, 000) 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 $14,300 for distribution to other public service activities. The Council earmarked 15% of the CDBG entitlement for economic development activities, however if the Economic Development fund balance is over $250,000 no additional funds will be set-aside. Staff does not anticipate an economic development set-aside for FY08. 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 FY08 this set-aside is to be a minimum of $95,583. This amount is contained in the Housing Activities category as shown above. Per Resolution #00-402 there is a set-aside for the Iowa City Housing Rehabilitation program. This set- aside is equal to $171,271 plus the Revolving Loan Fund income generated by the Housing Rehabilitation Program of $90,000 for a total of $261,271. When the Housing Rehabilitation Program set-aside is subtracted from the Housing Activities category there is approximately $643,000 left for distribution to housing applications including CHDOs. FY08 Applicant Guide 2 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 prbgram\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 released March 8, 2006 Persons per household 30% 60% 80% 1 person 2 persons 3 persons 4 persons 5 persons 6 persons 7 persons 8 persons $15,250 $17,450 $19,600 $21,800 $23,550 $25,300 $27,050 $28,800 $30,480 $34,800 $39,180 $43,560 $47,040 $50,520 $54,000 $57,480 $40,650 $46,500 $52,300 $58,100 $62,750 $67,400 $72,050 $76,700 The CDBG statute pertaining to the low-moderate income national objective specifies criteria for deter- mining 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 predominantly by low-moderate income persons. Demographic information is available at the Planning Department. In some instances, applicants may need to conduct a survey of the potential beneficiaries to determine income eligibility. FY08 Applicant Guide 3 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 COSG 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 alloca- tion, including education, training, employment, health, drug abuse, fair housing, crime prevention, 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 Homeownership Assistance), payment of "soft" costs associated with a project, demolition and clearing property, site and infrastructure improve- ments, 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 Organi- zations (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 mortgage payments. . CDBG ONLY: New housing construction, except for residential facilities providing shelter for persons with special needs (homeless shelters, convalescent homes, halfway houses, and FY08 Applicant Guide 4 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). Disbursements can be made AFTER the contract has been formalized. Expenses incurred before July 1, 2007 and/or before a contract has been entered may not be reimbursable. 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 Development staff must be contacted prior to making any pre-agreement disbursements to verify if the cost may be reimbursed. 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 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". Obiectives Suitable Living Environment: In general, this objective is 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 Availability\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. 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. FY08 Applicant Guide 5 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 CONSIDERATIONS In estimating the amount of the proposal or the project budget, applicants should try to obtain documentation for the costs and consider the following expenses: · Appraisals, legal fees, title opinions and surveying costs for property acquisition projects. · Building permits, engineering or surveying costs, zoning application fees, professional fees, advertising and bidding costs for rehabilitation and building projects. Other project costs such as compliance with HUD regulations (audits, labor standards, environmental studies, fair housing, etc.) which are listed in Part 11/ of this guide should also be included. Applicants should become familiar with that section of the Guide prior to submitting an application. NOTE: Rental housing projects, regardless of funding sources, will be required to complete and submit the proforma attached to the FY08 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. 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. FY08 Applicant Guide 6 1. Procurement standards and subcontracting requirements are set forth in OMB Circular A-11 0 and 24 CFR Part 85. 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. Construction projects for more than $100,000 must utilize the competitive sealed bids (formal advertisement) method of procurement. Procurement by small purchase procedures shall be utilized for projects $100,000 or less. Price or rate quotations shall be obtained from an adequate number of qualified sources under this method. 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. Minimum bond requirements include: bid guarantee equal to 5% of bid price, performance bond for 100% of contract price and payment bond for 100% of contract price. 9. Provisions regarding federal regulations on Non-discrimination, Equal Employment, Affirmative Marketing and Fair Housing. 10. Acquisition, Displacement and Relocation are also contained in the Agreement. 11. Lead Based Paint regulations regarding interim controls and abatement may also apply. PART IV. FINANCIAL MANAGEMENT Standards for financial management and record keeping are provided in OMB Circulars A-110 and A- 122 and 24 CFR Part 84. Local accountants and agency directors experienced with federal requirements may be helpful resources. . Each recipient shall have a financial management system that provides effective control over and accountability for all funds, property, and other assets, must identify the source and application of FY08 Applicant Guide 7 funds for federally-sponsored activities, and permit the accurate, complete, and timely disclosure of financial results in accordance with the reporting requirements of the City and HUD. . A separate ledger for the CDBG and/or HOME account is strongly recommended. · Appropriate time distribution records must be kept for employees paid with CDBG funds in addition to other funds. . All project-related expenditures must be supported by third party documentation (invoices, contracts, and purchase orders). Lien waivers are required from all contractors and subcontractors. · Reductions in project costs or increases in the commitment of other funding, if any, shall be brought to the immediate attention of staff. The impacts of these changes must be discussed with staff and appropriate reductions in CDBG and/or HOME funds may be made on a pro-rated, case-by-case basis. PART V. REPORTING AND MONITORING Community 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 Development Department 410 East Washington Street Iowa City, Iowa 52240. P~riodically, Community 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. For CDBG projects, all records relating to the project should be kept at least four years after the submission of the Consolidated Annual Performance and Evaluation Report (CAPER) in which the activity is reported as complete. The CDBG Agreement should be retained until the end of the compliance period. For HOME projects, all records shall be maintained as required in 92.508 Recordkeeping depending on the type of project (rental, homeownership, or tenant-based rental assistance). The City of Iowa City requires quarterly reports and has a standardized reporting form. For rental and homeownership projects, the applicant must complete project close-out forms and submit to the City upon project completion. The period of affordability does not begin until the City has been notified and the data entered into HUD's information and management system (IDIS). The compliance period will vary depending upon the regulatory requirements of the CDBG and/or HOME program and the FY08 Applicant Guide 8 information contained within the CDBG\HOME application. During the compliance period, Community 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. PART VI. HOUSING RELATED ITEMS Site Location. One of the City's goals is to encourage the distribution of housing and residential facilities (e.g. permanent housing - rental and homeownership, transitional housing, homeless shelters, and special needs housing). On November 14, 2005 the City Council reached consensus on identifying areas of the community where the development of assisted housing would be encouraged. A map of these areas is included within this application packet. Additional Information Requirements. Before an applicant may enter an agreement with the City, the applicant must submit updated information such as, but not limited to, the project schedule, sources and uses statement, construction budget (if applicable), and proforma (if applicable). All other funding sources must be identified and verification submitted to the City to complete a subsidy layering analysis when multiple public funding sources are utilized. FY08 Applicant Guide 9 HUD Table IV.1 LISTING OF PRIORITY NEEDS (Rental 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% 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. FY08 Applicant Guide 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% Cost Burden> M L L 534 $12,716,000 Owner Small 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 -- Cost Burden> M M L 279 $6,696,000 Elderly 30% Related Cost Burden> M L L 105 $2,520,000 50% Physical H H M N/A -- Defects** Overcrowded* L L L N/A -- *Estimated units were not available in the 2000 U.S. Census and 2000 CHAS data ** Physical defects include an estimate of units that are older than 1980 and rented by LMI households. FY08 Applicant Guide 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 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 FY08 Applicant Guide 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 Tenant/Landlord Counseling L $1,975,000 Child Care Services H $20,200,000 Health Services H $40,400,025 Other Public Service Needs H $37,065,410 ACCESSIBILITY NEEDS Accessibility Needs H $22,831,300 HISTORIC PRESERVATION NEEDS Residential Historic Preservation Needs L $6,500,000 Non-Residential Historic Preservation Need L $5,000,000 ECONOMIC DEVELOPMENT NEEDS Commercial-Industrial Rehabilitation L $1,250,000 Commercial-Industrial Infrastructure L $1,000,000 Other Commercial Industrial Improvements L $1,250,000 Micro-Businesses H $500,000 Other-Businesses M $225,000 Technical Assistance M $50,000 FY08 Applicant Guide 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 FY08 Applicant Guide 14 Housing and Community Development Commission Unsuccessful or Delayed Projects Policy Adopted by City Council March 2, 2004 (Resolution 04-68) From time to time there may be Community Development Block Grant (CDBG) 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 timeline 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 CDBO projects (except applicants for L1HTCs) 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 CDBO/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 HCDC 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 CDBG\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. FY08 Applicant Guide 15 DRAFT (HCDC recommendation 10/19/06) CDBG AND HOME PROGRAM INVESTMENT POLICIES Economic Development 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 Rental Housing. Except as noted below, the interest rate for 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. Homeownership. Except as noted below, 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. Tenant Based Rental Assistance (TBRA). All HOME funds provided for TBRA will be in the form of a grant. Exceptions. The City may grant a different interest rate and/or a different repayment option based on the nature of the project including, but not limited to, the revenue generated, the ability to repay a loan, the type of housing provided, the beneficiaries, the amount of other funding leveraged and the location of the site. 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). FY08 Applicant Guide 16 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: Alien 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 COBG Agreement. If the subrecipient fully satisfies the terms outlined in the applicable COBG 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 COBG assistance allocated to a subrecipient in anyone City fiscal year for a "public facility" project divided by $3,000 equals the number of COBG compliance years for the Earned Grant. (For example: $17,000 in COBG 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. Wpd/ppdcdbg/proinvestpolicies 10106 FY08 Applicant Guide 17 EVALUATION CRITERIA HOUSING PROJECTS This ranking sheet will be used as a guide to assist the Housing and Community Development Commission (HCDC) in the FY08 allocation process. HCDC members will rank each project according to the questions\criteria shown below. I. Need\Priority (maximum 20 total oointsl 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) SUB-TOTAL II. Leveraaina Resources/Budaet (maximum 20 oointsl Project budget is justified? (Costs are documented\reasonable) Yes _ No_ 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? (Yes= 7, No= 0) (0-8 points) (Yes= 5, No= 0) _ SUB-TOTAL_ III. Feasibility (maximum 20 oointsl 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. Imoact\Benefit (maximum 30 oointsl 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= 5, 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) 5. Project is located in an area encouraged by City Council as identified on the FY08 Location Map? (Yes= 5, No= 0) _ SUB-TOTAL_ V. Caoacitv\Historv (maximum 10 oointsl 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 FY08 CDBG/HOME Applicant Workshop? (Yes= 4, No= 0) (Yes= 4, No= 0) (Yes= 2, No= 0) SUB-TOTAL_ PROJECT NAME: GRAND TOTAL PROPOSED ALLOCATION: $ (Maximum amount of points - 100, Projects under 60 points receive $0) FY08 Applicant Guide 18 EVALUATION CRITERIA PUBLIC FACiliTY, PLANNING & OTHER PROJECTS This evaluation sheet will be used as a guide to assist the Housing and Community Development Commission (HCDC) in the FY08 allocation process. HCDC members will evaluate each project according to the questions\criteria shown below. I. Need\Priority (15 Points) 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 & Feasibility (15 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, 6/30/08? (Yes 3, No 0) Project leverages human resources (volunteers, etc.)? (Yes 2, No 0) III. Impact\Benefit (20) 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. Capacity\Historv (maximum 10 points) 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 FY08 CDBG/HOME Applicant Workshop? (Yes 2, No 0) 'GRAND TOTAL PROJECT NAME: PROPOSED ALLOCATION: (Request: $ ) (Maximum Amount of Points - 60) FY08 Applicant Guide 19 EVALUATION CRITERIA PUBLIC SERVICE PROJECTS This evaluation sheet will be used as a guide to assist the Housing and Community Development Commission (HCDC) in the FY08 allocation process. HCDC members will evaluate each project according to the questions\criteria shown below. I. Need\Prioritv (15 points) 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 & Feasibilitv (15 points) Project budget is justified? (Costs are documented\reasonable) Yes _ No _ Project will proceed and all funds expended by 6/30/08? 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 points) 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. Capacitv\Historv (maximum 10 points) 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 FY08 CDBG/HOME Applicant Workshop? (Yes 2, No 0) GRAND TOTAL PROJECT NAME: PROPOSED ALLOCATION: (Request: $ ) (Maximum Amount of Points - 60) FY08 Applicant Guide 20 Housing Application for FY2008 CDBG/HOME funds ,~ 1 !:~a;~tt ~ ~lIInilr__ .... : ~ CITY OF IOWA CITY Prior to submitting your FY08 CDBG/HOME Application, please make sure to do the following: . Complete Application. Should you have any questions while completing the application contact Community Development staff at 319.356.5230 or by email at steve-Iong@iowa-city.org. . Sign the application in blue ink. . Submit the original application to the City of Iowa City, Community Development Department. The application may not be longer than 13 pages (17 pages including the 20-year proforma), must by typed (10 point font or larger), and must be single sided. . Rental housing projects MUST complete and submit the proforma (excel format) provided by the City with this application. . Send your application by certified or registered mail; overnight delivery service e.g., Federal Express; or deliver in person and have the application date/time stamped by a Planning & Community Development representative. Applications are due on Wednesday, January 24, 2007 by noon. NO EXCEPTIONS! Have your application and related materials del ivered to: City of Iowa City Community Development Dept. 410 E. Washington Street Iowa City, IA 52240 Please remember that only one project proposal may be submitted on each application form. Please use separate application forms for each project proposal. Housing Project Name: Type of Project (check one): 0 Homeownership 0 Rental o Tenant Based Rent Asst. 0 Rehabilitation General Information 1. Lead Applicant Name: Signature (please use blue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: Federal Tax Identification Number: 2. Secondary Applicant (if applicable): Signature (please use blue ink): Applicant Address: Contact Person: Title: Phone Number: Fax Number: E-mail Address: 3. Type of Applicant (check one): o Community Housing Development Organization o Private for-profit, individual or partnership applicant o Private non-profit organization o Public Organization Housing 1 FY08 CDBG/HOME Funding Request 4. Amount of Funds Requested: $ 5. Did you attend the Applicant Workshop? 0 NO o YES - Please indicate date attended: 012/20/06 or 01/10/07 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 identifies the need for this type of housing in Iowa City) and how it will fill a gap in the City's housing market. Housing 2 FYOB CDBG/HOME Funding Request 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan. Priority Need Priority Need Level (High, Medium or Low) , Section 2 - Leveraging Resources/Budget 9. Please provide terms: Loan Amortization Affordability Amount Interest Rate (Years) Period (Years) For-Profit $ Non-Profit $ Community Land Trust $ NA lOa. 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 Anticipated Funding Source 8r. Type of Funds: Amount Date Committed? Iowa City CDBG or HOME Funding (public) $ aVes ONo State of Iowa HOME or CDBG (public) $ aVes ONo Iowa Finance Authority (IFA)- non UHTC (public) $ aVes ONo City of Iowa City-Tax Increment Financing (public) $ aVes ONo City of Iowa City-Tax Abatement or Exemption (public) $ aVes ONo IFA - Low Income Housing Tax Credits (public) $ aVes ONo Other Public Resources (please list): $ aVes ONo $ aVes ONo aVes ONo Applicant Contribution of Equity (private) $ aVes ONo Private Lender Financing (private) $ aVes ONo Private Foundation(s) (private) $ aVes ONo Volunteer Labor and/or In-kind Donations (private) $ aVes ONo Other Private Resources (please list): $ aVes ONo $ aVes ONo $ aVes ONo Amount of Private Funds $ (a) Housing 3 FYOB CDBG/HOME Funding Request Amount of Public Funds $ (b) (c) a + b (d) (e) (f) (g) b + d (h) c+ d (g) b + f (g) c+ f Total Project Funding Number of bedrooms Number of publicly-assisted bedrooms Persons assisted (# of bedrooms x 1.5) Requested public subsidy per bedroom Total cost per bedroom Total Public Cost Per Person $ $ $ $ Total Cost Per Person $ Each housing project, except minor home repairs, funded with COBG 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. lOb. If volunteers are used please describe how these volunteers are utilized for the proposed activity and estimate the amount of volunteer time and value dedicated to the identified tasks. Unskilled labor hours x $10 per hour = $ Skilled labor ( ) hours x $_ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Total (include in JO 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 $ o Yes ONo Architect/Engineering Fees $ o Yes ONo Construction $ o Yes ONo Developer Fees $ o Yes ONo Appraisal $ o Yes ONo Reserves $ o Yes ONo Lender Fees $ o Yes ONo Other (please specify): o Yes ONo $ o Yes ONo $ o Yes ONo Housing 4 FY08 CDBG/HOME Funding Request Third Party Uses of Funds Amount Documentation $ aVes ONo $ aVes ONo $ aVes ONo TOTAL $ 12. Please identify any identity of interest (101) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. 13. Does the proposed project pay full property taxes? 0 Ves o No If VES, what is the estimated value of taxes generated from this Project? $ If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? aVes 0 No If yes, what is the percent of full taxes paid? _ % and amount paid is $ 14. If partial funds are awarded, will the project/program continue? 0 Ves 0 No If yes, at what level? 15. 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. Local HOME funds requested: $. x .25 = $. Local Match Housing 5 FYOB CDBG/HOME Funding Request Section 3 - Feasibility 16. Briefly outline the proposed timetable for the commitment and expenditure of the funding being requested (include other project factors such as rezoning, construction schedule, or application(s) for other funding). Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG\HOME funding. Date: July 1, 2007 Description of Activity : Beginning of City Fiscal Year and Project Start Date 17. 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). 18. To help promote the efficient use of federal, state and local funding please describe how the project will maintain long-term (in excess of CDBG\HOME program requirements) or permanent affordability; and, show how the project will provide for affordable housing at rental rates or purchase price for owner-occupied housing units lower than those in the existing market. Note to HCDC: Review attached Proforma as part of the Feasibility Section. Housing 6 FY08 CDBG/HOME Funding Request Section 4 - Impact/Benefit to the Community 19. An objective of the City of Iowa City Comprehensive Plan is to promote a diversity of housing types and mix of all income levels. Please describe the target population this project is to serve, the current level of low- moderate income households in the Census Tract\Block Group and how the project will promote diversity within the neighborhood. 20. On the map provided, please show the location of the proposed project. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG\HOME Agreement). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 60% median income Number between 61 - 80% median income households (a) households (b) households (c) households (d) households (e) households (f) households (9) (a+b+c+d) + 9 Number between 80 - 100% median income Number over 100% median income Total Percent LMI 22. Please select 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: o Suitable living environment o Decent affordable housing o Creating economic opportunities Outcome: o Availability/accessibility o Affordability o Sustainability Output Indicator: o Persons o Households o Housing units Housing 7 FYOB CDBG/HOME Funding Request Section 5 - Capacity/History of the Applicant 23. 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) Amount Budgeted Expended Date All Units Fiscal Year Funds Recv'd Amount (as of 12/31/06) Completed FY04 (July 2003 - June 2004) $ $ FY05 (July 2004 - June 2005) $ $ FY06 (July 2005 - June 2006) $ $ FY07 (July 2006 - June 2007)* $ $ * Six months remaining in FY07 at time of this application. 24. 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? 0 Yes 0 No If "NO" or a matter is currently in litigation please give the name of the case and explain the basis for the case. 25. 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. Housing 8 FYOB CDBG/HOME Funding Request 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. Applications are due on Wednesday, January 24, 2007 by noon. Please return the completed application to: City of Iowa City Community Development Dept. 410 E. Washington Street Iowa City, IA 52240 (319) 356-5230 Housing 9 FYOB CDBG/HOME Funding Request Public Facility, Planning & Other Projects Application for FY2008 CDBG/HOME funds j ~ 1 -~= -~... ~~q~~ ~~ ~JIIII.~ -..- CITY OF IOWA CITY Prior to submitting your FY08 CDBG/HOME Application, please make sure to do the following: . Complete Application. Should you have any questions while completing the application contact Community Development staff at 319.356.5230 or by email at steve-Iong@iowa-city.org. . Sign the application in blue ink. . Submit the original application to the City of Iowa City, Community Development Department. The application may not be longer than 10 pages, must by typed (10 point font or larger), and must be single sided. . Send your application by certified or registered mail; overnight delivery service e.g., Federal Express; or deliver in person and have the application date/time stamped by a Planning & Community Development representative. Applications are due on Wednesday, January 24, 2007 by noon. NO EXCEPTIONS! Have your application and related materials delivered to: City of Iowa City Community Development Dept. 410 E. Washington Street Iowa City, IA 52240 Please remember that only one project proposal may be submitted on each application form. Please use separate application forms for each project proposal. Public Facility, Planning & Other Projects 1. Name of Project: 2. Total Amount of CDBG Funds Requested: $ 3. Name and address of applicant/organization: Signature (please use blue ink): 4. Contact Person: Phone Number: Fax Number: Email Address: 5. Location of proposed project: 6. Did you attend the Applicant Workshop? LI NO LI YES - Please indicate date attended: Ll12/20/06 or Ll1/10/07 7. Brief summary of the proposed project (please limit response to a paragraph). Section 1 - Need/ Priority 8. Please specify the one most applicable priority need and priority need level, as shown in CITY STEPS 2006-2010, Section IV. Strategic Plan. Priority Need Priority Need Level (High, Medium or Low) Public Facility, Planning & Other Projects 1 FYOB CDBG/HOME Funding Request 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 em STEPS. Also, indicate how the project partners with existing services/facilities. Public Facility, Planning & Other Projects 2 FYOB CDBG/HOME Funding Request 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 the "status" column, 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 FY08 Applicant Guide. 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 copy of your overall agency budget. Budget Breakdown (Include only those costs directly related to the project.) Type Status Expense Category (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget List Source of Other Funds Other Funds " c 52 I C .... I j~ ~ E S CDBG Funds .c 1ft IV U Please place an IX" in the box that applies: $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Amount of private\agency\other funds $. (a) Amount of CDBG funds $. (b) Total Project Funding $. (c) (a +b) Number of persons assisted (d) (see question 14) Total cost per person $ (e) (c 7- d) Total CDBG Cost Per Person $. (f) (b 7- d) Public Facility, Planning & Other Projects 3 FYOB CDBG/HOME Funding Request 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 r.. ) hours x $_ per hour = $ Skilled labor r.. ) hours x $_ per hour = $ Total I $ 12. Does the proposed project pay full property taxes? DYes DNo 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? DYes DNo If yes, what is the percent of full taxes paid? _ % and amount paid is $. 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: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: July 1, 2007 Description of Activity : Beginning of City Fiscal Year and Project Start Date Public Facility, Planning & Other Projects 4 FY08 CDBG/HOME Funding Request 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 application is funded, the information in this table will be used as income targeting for the CDBG Agreement). Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income persons (a) persons (b) persons (c) persons (d) persons (e) persons (f) % (a + b + c) + f % Number over 100% median income Total Percent LMI Percent Iowa City Residents 15. Please select 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: D Suitable living environment D Decent affordable housing D Creating economic opportunities Outcome: D Availability/accessibility D Affordability D Sustainability Output Indicator: D Persons D Households D Housing units 16. On the attached map, indicate the location of the proposed project. Public Facility, Planning & Other Projects 5 FY08 CDBG/HOME Funding Request 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) Budgeted Amount Expended Date Project Fiscal Year Funds Recv'd Amount (as of 12/31/06) Completed FY05 (July 2004 - June 2005) FY06 (July 2005 - June 2006) FY07 (July 2006 - June 2007) 18. 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? DYes DNo If "No" or the matter is currently in litigation please give the name of the case and explain the basis of the case. Public Facility, Planning & Other Projects 6 FYOB CDBG/HOME Funding Request 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. Applications are due on Wednesday, January 24, 2007 by noon. Please return the completed application to: City of Iowa City Community Development Dept. 410 E. Washington Street Iowa City, IA 52240 (319) 356-5230 Public Facility, Planning & Other Projects 7 FYOB CDBG/HOME Funding Request Public Service Projects (Operations) Application for FY2008 CDBG/HOME funds ,~ 1 -,..,= -.... .........-_....... ~~w~~ ,,~~.-=., -.. -- CITY OF IOWA CITY Prior to submitting your FY08 CDBG/HOME Application, please make sure to do the following: . Complete Application. Should you have any questions while completing the application contact Community Development staff at 319.356.5230 or by email at steve-/ong@iowa-city.org. . Sign the application in blue ink. . Submit the original application to the City of Iowa City, Community Development Department. The application may not be longer than 10 pages, must by typed (10 point font or larger), and must be single sided. . Submit one copy of your overall agency budget (summary). The budget summary is not included in the 10-page maximum count. . Send your application by certified or registered mail; overnight delivery service e.g., Federal Express; or deliver in person and have the application date/time stamped by a Planning & Community Development representative. Applications are due on Wednesday, January 24, 2007 by noon. NO EXCEPTIONS! Have your application and related materials delivered to: City of Iowa City Community Development Dept. 410 E. Washington Street Iowa City, IA 52240 Please remember that only one project proposal may be submitted on each application form. Please use separate application forms for each project proposal. 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 (please use blue ink): 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: 0 Non-profit 0 For-profit Years in business: 6. Did you attend the Applicant Workshop? 0 NO DYES - Please indicate date attended: 012/20/06 or 01/10/07 7. Brief summary of the proposed project (please limit response to a paragraph). Public SeNice Projects (Operations) 1 FYOB CDBG/HOME Funding Request Section 1 - Need/ Priority 8. The objective of the cm 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. Public Service Projects (Operations) 2 FYOB CDBG/HOME Funding Request Section 2 - Resources & 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. Budget Breakdown (Include only those costs directly related to the project.) Type Status Expense Category (e.g. salaries, acquisition, rehab) If possible, please prioritize the budget CDBG Funds List Source of Other Funds Other Funds "0 C 2 .c I 1ft C ca 1-1 U Please place an 'X" in the box that a lies: I ~~ I E S $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Public Service Projects (Operations) 3 FYOB CDBG/HOME Funding Request 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 ( ) hours x $_ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Total I $ 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, 2008). Will you be able to meet this requirement? LlYes LlNo Section 3 -Impact/Benefit 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). Total Percent LMI Percent Iowa City Residents persons (a) persons (b) persons (c) persons (d) persons (e) persons (f) % (a + b + c) + f % Number between 0 - 30% median income Number between 31 - 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income Please describe the basis or methodology used to estimate the number of clients to be served (i.e. survey, last year's reports, etc.) Public SeNice Projects (Operations) 4 FY08 CDBG/HOME Funding Request 13. Please select 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: o Suitable living environment o Decent affordable housing o Creating economic opportunities Outcome: o Availability/accessibility o Affordability o Sustainability Output Indicator: o Persons o Households o Housing 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? LJYes ONo If "No" 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. Public Service Projects (Operations) 5 FYOB CDBG/HOME Funding Request Applications are due on Wednesday, January 24, 2007 by noon. Please return the completed application to: City of Iowa City Community Development Dept. 410 E. Washington Street Iowa City, IA 52240 (319) 356-5230 Public Service Projects (Operations) 6 FY08 CDBG/HOME Funding Request