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HomeMy WebLinkAboutSuccessful Living - Rental Rehabilitation• Housing Project Name: Successful Living Dubuque Street Housing Rehabilitation Type of Project (check one): O Homeownership O Rental X Rehabilitation U LEi; E�M U W 2 0 2012 1. Lead Applicant Name: Signature (please use blue Applicant Address: 2406 Towncrest Drive, Iowa City, IA 52240 Contact Person: Roger Goedken Title: Executive Director Phone Number: (319) 356-0947 Fax Number: (319) 358-6807 E-mail Address: rgoedken@icsuccess.org DUNS Number: 055386861 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 4. Amount of CDBG Funds Requested: $300,000 X Private non-profit organization O Public Organization Housing 100 FYI CDBG Funding Request 5. Did you attend the Applicant Workshop? Yes 6. Provide a brief description of the proposed project & complete the table below. 10 Successful Living operates three supportive housing facilities in Iowa City and is the only non-profit organization that provides affordable supportive housing in Johnson County. Incorporated in 1998, Successful Living's mission is to support members of our community through mental health recovery. One method we use is the provision of housing opportunities where clients can live and work with their Counselors to learn the necessary life skills with the goal of transitioning to more permanent housing. • The project proposed for 716 South Dubuque Street will preserve 20 units of affordable supportive housing for those with special needs (Persons with a Chronic Mental Illness who also may have co-occurring substance abuse issues) and assist in the transition of homeless persons into housing. CITY STEPS has identified life skills, transitioning persons from homelessness, working with persons with special needs and mental health services as priority items. Cost assessments for the needed repairs are based upon estimates from several area contractors 11/1/2011 — 1/12/2012: Riverside Plumbing and Heating — (319) 325-7746; Wagehoft Home & Land, Inc (319) 30-4686; Hernandez Construction — (319) 321-3130; All Secure, Inc (319) 395-9148. Total Number of Units Proposed: Type of Units: Number of Units: Single Room Occupancy 20 Efficiency 1 - Bedroom 2 - Bedroom 3 - Bedroom 4+ Bedrooms 7. Tell us why this project is needed (include information from CITY STEPS, the Iowa City Metro Area Affordable Housing Market Analysis (December 2007) by Mullin & Lonergan Associates, 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. Successful Living's South Dubuque Street house is a home that has been adapted to serve the needs of the clients we serve, who represent persons at the lowest economic scale and who are significantly disadvantaged with chronic mental illness and often a history of substance abuse, federal criminal records and/or other barriers preventing them from being functioning members of the community. In addition to owning, managing and providing needed services at three houses, residents receive affordable housing and Supportive Living Skills in order to learn to become more independent and prevail over their personal barriers. Successful Living has maintained the rent significantly below market pricing ($335/mo) in order to minimize the financial hardships that our client's face, who have little to no income, supports from friends or family or from other services. This serves as a basic need towards living, recovery and, ultimately, independence. This project will provide the necessary rehabilitation items to our facility at 716 North Dubuque Street: 1) The HVAC system is decades old and failing. The A/C condenser servicing 10 rooms in the house failed in the summer of 2011. The boiler system is inconsistent in providing heat, allowing temperatures of some rooms to fall (W to 55 degrees F and others to 100+ degrees. $110,000 101 Housing FYI I CDBG Funding Request 2) The roof requires replacement in order to prevent structural failure of the 20-room house. Stop -gap repairs have been made preventing significant damage, however this is a temporary measure. Add additional insulation to attic (r-30 over current level of insulation) and install new vents. $42,000 10 3) The security system at this house is insufficient to ensure the safety of the residents, having allowed non- residents to enter and cause disturbances with those legally residing at this house. New steel core doors and security locksets on each of the private residents' rooms, entrances and common areas and monitoring system for common areas. $32,000 A 14 4) Replace all flooring in common areas and private rooms with laminate flooring. Flooring throughout the common areas of the house are very old and are beyond cleaning/repairing from over -wear and stains from spills and bodily fluids. Current flooring is carpeting which has required frequent replacement due to hard wear and tear of residents. This project will repair flooring in common areas replacing with new underlayment and covered with laminate flooring. $43,000 5) Rehab four bathrooms. Each of the bathrooms requires plumbing, flooring, ceiling and general updating. $60,000 6) Some walls are in need of more minor repair, showing wear, staining and age. Paint where possible and patch where needed. $13,000 8. Please specify the one most applicable priority need and priority need level, as shown in the 2012-2015 CITY STEPS Plan. Affordable Housing High Priority Need 9. Please provide the requested loan terms and affordability period: Principal Interest Amount Rate Terms $300,000 0 Requested* Priority Need Level (High, Medium or Low) Loan Amortization (Years) 30 Affordability Period (Years) PkIll THIS REQUEST IS ALSO FOR A GRANT IN THE AMOUNT OF $6,854 FOR A DEVELOPER FEE. Yearly Payment *Financing terms will be based on project feasibility and the ability to repay the loan. Terms approved by City Council may be different than what is requested. Housing 102 FY11 CDBG Funding Request 0 11 14 10a. 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 committed. If not committed, please indicate when the applicant will apply for funds in Question #16, Project Timetable. Funding Source & Type of Funds: Funding Amount Interest Rate Amortization Term Committed? Iowa City CDBG Funding (public) $300,000 0 N/A 30 N/A 20 N/A Oyes X No State of Iowa HOME or CDBG (public) $ DYes No IFA — Low Income Housing Tax Credits (private) $ Oyes No Bank Loan (private) $ DYes No Volunteer Labor and/or In- kind Donations (private) $ DYes No Applicant Contribution of Equity (private) $ DYes No Other Public Resources (please list) $ DYes No Other Private Resources (please list) HTFJC $0 N/A N/A N/A DYes X No TOTAL $300,000 10b. Please provide the uses of funds for the project. Uses of Funds Amount Acquisition: Building Acquisition $ Land Acquisition $ Site Improvements $ Construction $300,000 Professional Fees $ Construction Finance $ Permanent Finance $ Developer Fee $ Reserves $ Other (please specify): $ TOTAL (Must equal TOTAL in 10a.) $300,000 Housing 103 FYI CDBG Funding Request N Amount of Private Funds Amount of Public Funds Number of bedrooms Total public cost per bedroom Total Cost Per Unit $0 (a) $300,000 (b) Total Project Funding $ 300 000 (c) a + b 20 (d) $15,000 (e) b _ d $15,000 (f) c - # Units 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 — Trash Removal 0 hours x $10 per hour = $ 0 Skilled labor ( ) hours x $_ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Skilled labor ( ) hours x $_ per hour = $ Total (include in 10 a.) $—O 12. Please identify any identity of interest (I0I) relationships with the applicant and/or project owner, i.e. General Partner has a financial interest in the construction company, etc. None 13. Does the proposed project pay full property taxes? 0 Yes X No If YES, what is the estimated value of taxes generated from this Project? $0 If NO, does the proposed project make a Payment In Lieu Of Taxes or pay at a reduced rate? 0Yes XNo 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? XYes 0 No If yes, at what level? Repairs are prioritized with the most critical to least. The above list is prioritized according to most -to -least critical. Depending upon level of funding, the HVAC system will be replaced; then roof will be repaired/replaced to address areas of structural integrity then the various areas of concern that affect the residents directly, such as security; cooling, heating; flooring, walls, bathrooms. 104 Housing FYI I CDBG Funding Request 15. Program regulations require a 25% match for HOME funding. Describe how your organization or the r proposed project will help the City of Iowa City meet this match requirement for local HOME funds. Not Applicable. 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). If applicant plans to apply for funds not committed to the project yet, include the anticipated date for application. Please Note: If funded, this schedule will be used for any project agreement for the use of CDBG funding. Date: 7/1/2012 7/15/2012 8/1/2012 8/15/2012 9/15/2012 10/31/2012 11/30/2012 12/15/2012 5/31/2012 5/31/2012 Description of Activity : CDBG Award Select Contractor(s) — Receive Bids Begin clean up of areas of repair, where needed Begin Roof Tear -off and Replacement and HVAC Installation Complete HVAC Installation Initiate security system replacement and door/lockset replacement Complete Roof Renovation Begin demolition/construction of interior areas (floors, walls) move residents as needed to facilitate renovation. Complete security system renovation; doors and locksets replaced. Complete Interior Renovation, move residents back into former rooms 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). This project will preserve 20 units of housing at below market rates for persons with Chronic Mental Illness and who may have other significant barriers. These persons will benefit from the provision of housing within the context of a supported community Living environment. Without basic, suitable housing, addressing these barriers is made significantly more diffl'cu/t. 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 105 Housing FYI CDBG Funding Request 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. [A The history and ongoing mission of Successful Living has been and continues to be s to provide below - market -rates for housing for persons with Chronic Mental Illness. As it is clear to us that having a suitable place to live is a critical component to mental health recovery, we are committed to keeping our housing units available in this manner. Reminder: Rental housing projects MUST complete and submit the proforma (excel format) provided by the City with this application. Rental housing applications submitted without the City's proforma will not be considered. 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. This project provides housing for persons with chronic mental illness in an already diverse neighborhood located between student rentals and a historic single family owner occupied area. 20. On the map provided, please show the location of the proposed project. 21. Also, please indicate the number of persons or households that will be served by the proposed project by income category. (Please Note: If this application is funded, the information in this table will be used as income targeting for the CDBG\HOME Agreement). Number between 0 - 30% median income Number between 31 — 50% median income Number between 51 - 80% median income Number between 80 - 100% median income Number over 100% median income 20 households (a) households (b) households (d) households (e) households (f) Total _20 households (g) Percent LMI _100% (a+b+c+d) _ g 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.) Housing 106 FYI CDBG Funding Request 7 • Objective: Outcome: Output Indicator: 0 Suitable living environment X Decent affordable housing 0 Creating economic opportunities 0 Availability/accessibility 0 Persons X Affordability 0 Households 0 Sustainability X Housing units 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) Fiscal Year Funds Recv'd Budgeted Amount Amount Expended (as of 10/29/11) Date All Units Completed FY08 (July 2007 - June 2008) $ $ FY09 (July 2008 - June 2009) $ $ FY10 (July 2009 - June 2010) $2500 $2500 $0 6/30/2010 FY11 (July 2010 - June 2011) $0 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? X 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. 26. Please describe your organizations structure, officers and staff, as it relates to the overhead cost for this project. The Facility Coordinator and House Manager will monitor the project during construction. Our accountant will receive pay requests, analyze bills and make payments. Overhead costs will be absorbed into the general operations for our housing units. Housing 107 FYI I CDBG Funding Request • . IQ R Ili M G f0 C4 O O! CI ry V u1 ry th � N N N NI N N M N N M N N N N m 0 N nny N Q to N3 S M N N N lh �Z No N N M N N N I N N N N N N N Vi (9 e!l N N N wi o m m e } com 17 N m m N V iA N Yf Tj F m N N N gN Itgl N lVI Oi a N N N N N N N M N N M N N t9 W vi N N N N Ilk m h fD O Q } 2. N V O YI 1A m O O A 133 ti (D N ! 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N N N T N {�m� IA (mN� Yl N ig I N N N N N N N N N N N M M M e a j lei I v i M N M N N N M N N N N M N N Q j N N N N N N N N N N N N N N I Y � I A AAp � AAp App App T T O O O O mpA O O } Y O Y O f O Ipek 111 L' SUCCESSFUL LIVING 2406 Towncrest Drive Iowa City, Iowa 52240 Phone (319) 356-0947 Board of Directors • Valerie Kemp, President Iowa Department of Corrections • Richard Klausner, Vice President Attorney • Mary Ann Dennis The Housing Fellowship • Robert Dvorsky Iowa State Senator • Rochelle Honey Consumer • Luke Prottsman Financial Advisor • Ross Nusser Real Estate • 112 3UC��ft .1Vill Fax (319) 358-6807 716 N Dubuque St, Iowa City, IA 52245 Directions, Location and Map I MapQuest Page 1 of 1 Notes mapquest Map of: 716 N Dubuque St Iowa City, IA 52245-1919 40- St W Pvl jt Ffd E jOoA Hick ©2011 MapQuest, Inc. Use of directions and maps is subject to the MapQuest Terms of Use. We make no guarantee of the accuracy of their content, road conditions or route usability. You assume all risk of use. View Terms of Use 113 Successful Living 2:12 PM Profit & Loss 01/16/2012 December 2011 Accrual Basis Dec 11 Ordinary Income/Expense Income Private Pay 402.36 IME 48,505.63 Rental Income 8,979.75 SCL SCL - Linn Co 773.75 SCL - Johnson Co 9,857.58 SCL - Cedar Co 3,033.09 SCL - Wayne Co 371.40 Des Moines Co 974.93 Woodbury Co 727.33 SCL - Other 1,114.20 Total SCL 16,852.28 Payee Services 490.00 Total Income 75,230.02 Expense Dayhab 153.47 Payroll taxes 3,829.98 Rent Deposit -20.00 (W Cell Phone 75.00 Wages 44,220.91 Health Insurance -1,020.48 Liability Insurance 2,218.99 IRA Expense 480.33 Accounting Fees 1,800.00 Advertising & Promotion 169.27 Telephone 390.73 Supplies 2,024.88 Leased Equipment Expense 125.40 Maintenance Expense 321.85 Office Supplies Expense 26.63 Rent Expense 5,374.00 Training 15.00 Utilities Expense Cable 39.23 Utilities Expense - Other 1,236.00 Total Utilities Expense 1,275.23 Mileage 2,060.93 Miscellaneous Expense 110.33 66000 • Payroll Expenses 0.00 Total Expense 63,632.45 Net Ordinary Income Cw 11,597.57 Net Income 11,597.57 114 Page 1 of 1 Successful Living 10:37 AM Profit & Loss 08/22/2011 July 2009 through June 2010 Accrual Basis Jul '09 -Jun 10 Ordinary Income/Expense Income I M E 447,913.01 Contributions 1,576.20 Rental Income Deposit Refund -250.00 Rental Income - Other 103,845.57 Total Rental Income 103,595.57 SCL SCL - Linn Co 6,531.02 SCL - Johnson Co 199,870.01 SCL - Cedar Co 7,834.75 SCL - Jones Co 574.86 SCL - Muscatine Co 5,648.92 SCL - Wayne Co 2,716.07 Blackhawk Co 3,130.88 Des Moines Co 3,796.37 Woodbury Co 5,653.75 Wapello 1,945.68 Pottawatamie 0.00 Total SCL 237,702.31 Pepsi 165.10 Payee Services 5,215.00 Uncategorized Income 21,973.27 Total Income 818,140.46 Expense Payroll taxes 103,067.60 Rent Refund 108.10 Rent Deposit 1,500.00 Depreciation 29,912.83 Cell Phone 225.00 Lost Funds 2,560.00 Reconciliation Discrepancies -0.01 Wages 427,170.89 Health Insurance 37,861.51 Liability Insurance 24,115.84 IRA Expense 4,333.85 Accounting Fees 7,146.98 Bank Charges 2,538.96 Telephone 10,799.75 Supplies 3,508.73 Licenses and Permits 366.00 Legal & Professional 102.93 115 Page 1 of 2 Jul '09 -Jun 10 Leased Equipment Expense 4,211.93 (w Interest Expense 25,405.42 Maintenance Expense 2,426.60 Computer Repair 647.50 Office Supplies Expense 6,420.34 Rec-Net -1,320.81 Rent Expense 34,656.00 Travel & Lodging 98.18 Training 1,256.25 Utilities Expense Water 5,337.24 Cable 1,846.97 Utilities Expense - Other 25,718.79 Total Utilities Expense 32,903.00 Mileage 19,239.40 Miscellaneous Expense Miscellaneous Office 583.00 Miscellaneous Expense - Other 752.83 Total Miscellaneous Expense 1,335.83 Vehicle Expense 624.47 Finance charges 38.44 Property Taxes 3,369.90 Recreation Expense 4rw 1,J35.00 Client Needs Expense 333.17 Misc 496.00 66000 - Payroll Expenses 0.00 Total Expense 788,695.58 Net Ordinary Income 29,444.88 Other Income/Expense Other Income Interest Income 157.70 Total Other Income 157.70 Net Other Income 157.70 Net Income 29,602.58 116 Page 2 of 2