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HomeMy WebLinkAboutHCDC Packet 02-14-2020If you will need disability-related accommodations to participate in this program or event, please contact Kirk Lehmann at kirk-lehmann@iowa-city.org or 319-356-5230. Early requests are strongly encouraged to allow sufficient time to meet your access needs. Upcoming Housing & Community Development Commission Meetings Regular: March 12 / April 16 HOUSING & COMMUNITY DEVELOPMENT COMMISSION (HCDC) February 20, 2020 Regular Meeting – 6:30 PM Senior Center Room 202 28 S. Linn Street AGENDA: 1. Call to Order 2. Public comment of items not on the agenda Commentators shall address the Commission for no more than 5 minutes. Commissioners shall not engage in discussion with the public concerning said items 3. Presentation about the Census 2020 The 2020 Census is a count of the population of the United States mandated by the Constitution. The results provide data to decision makers, guide billions of dollars in federal funding and help determine representation in legislative bodies. This item provides an opportunity to share awareness and information about the 2020 Census. 4. Discuss FY21 Legacy Aid to Agencies (A2A) funding requests and consider budget recommendation to City Council FY21 Legacy A2A applications and staff funding recommendations are available online at www.icgov.org/actionplan. At this meeting, HCDC will discuss applications, rankings, and funding. HCDC will consider a recommendation to City Council for FY21 Legacy A2A funding of up to $675,000, in addition to a contingency plan in case funding varies. Applicants are strongly encouraged to attend. City Council will provide final funding allocations in May. 5. Question/Answer session for FY21 applications: Community Development Block Grant (CDBG), HOME Investment Partnerships (HOME), and Emerging A2A Programs. Applications can be found online at www.icgov.org/actionplan. At this meeting, HCDC will host a question and answer session with applicants. Applicants are encouraged to send a representative to answer any questions. For CDBG and HOME applications, ranking sheets found in the Applicant Guide will focus questions. Emerging A2A applications do not have a ranking sheet. No action will be taken this meeting. HCDC’s funding recommendations for Council will be made next meeting (currently scheduled for March 12). 6. Johnson County Mobile Home Task Force Report Discussion In November 2019, the Mobile Home Task Force released their final report, which can be found here: www.jcaffordablehousing.org/post/mobile-home-task-force. Council wants HCDC to review the report and provide a recommendation as to how to proceed. 7. Consideration of Meeting Minutes: December 19, 2019 8. Housing & Community Development Information 9. Adjournment CENSUS 101: WHAT YOU NEED TO KNOW The 2020 Census is closer than you think! Here’s a quick refresher of what it is and why it’s essential that everyone is counted. Everyone counts. The census counts every person living in the United States once, only once, and in the right place. It’s about fair representation. Every 10 years, the results of the census are used to reapportion the House of Representatives, determining how many seats each state gets.It’s in theConstitution. The U.S. Constitution mandates that everyone in the country be counted every 10 years. The first census was in 1790. It’s about $675 billion. The distribution of more than $675 billion in federal funds, grants, and support to states, counties, and communities are based on census data. That money is spent on schools, hospitals, roads, public works, and other vital programs. It’s about redistricting. After each decade’s census, state officials redraw the boundaries of the congressional and state legislative districts in their states to account for population shifts. Taking part is your civic duty. Completing the census is mandatory: it’s a way to participate in our democracy and say “I COUNT!” FIND OUT HOW TO HELP AT 2020CENSUS.GOV/PARTNERS Census data are being used all around you. Residents use the census to support community initiatives involving legislation, quality-of-life, and consumer advocacy. Businesses use census data to decide where to build factories, offices, and stores, which create jobs. Local governments use the census for public safety and emergency preparedness. Real estate developers use the census to build new homes and revitalize old neighborhoods. Your privacy is protected. It’s against the law for the Census Bureau to publicly release your responses in any way that could identify you or your household. By law, your responses cannot be used against you and can only be used to produce statistics. 2020 will be easier than ever. In 2020, you will be able to respond to the census online. You can help. You are the expert—we need your ideas on the best way to make sure everyone in your community gets counted. AgencyFY15 FY16 FY17 FY18 FY19 FY20Allocation Allocation Allocation Allocation Allocation Allocation RequestStaff Rec.CommUnity Crisis Services and Food Bank $40,000 $40,000 $40,000 $39,756 $40,000 $66,000 $69,300 $69,300 93Iowa City Free Medical/Dental Clinic$7,500 $15,000 $15,000 $14,909 $15,000 $17,500 $25,000 $25,000 914 C's Community Coord. Child Care$5,000 $0 $15,000 $14,909 $15,000 $20,000 $25,000 $25,000 88.5Neighborhood Centers of JC$50,000 $50,000 $43,700 $43,434 $34,300 $55,000 $55,000 $55,000 88.5Domestic Violence Intervention Program $45,000 $45,000 $40,000 $39,756 $40,000 $50,000 $50,000 $50,000 88Shelter House$45,000 $45,000 $50,000 $49,696 $50,000 $85,000 $85,000 $85,000 87.5Prelude Behavioral Services$15,000 $15,000 $15,000 $14,909 $16,000 $20,000 $40,000 $40,000 86.5Big Brothers / Big Sisters$30,000 $30,000 $25,000 $14,909 $15,000 $25,000 $25,000 $25,000 85Rape Victim Advocacy Program$10,000 $15,000 $15,000 $14,909 $20,000 $23,000 $25,000 $25,000 83United Action for Youth$49,000 $39,700 $40,000 $34,788 $27,400 $33,000 $33,000 $33,000 79Pathways Adult Day Health Center$5,000 $15,000 $15,000 $14,909 $15,000 $25,000 $25,000 $25,000 78Inside Out Rentry Community$0 $0 $0 $14,909 $15,000 $30,000 $40,000 $40,000 76HACAP$12,000 $0 $0 $0 $15,000 $25,000 $25,000 $25,000 75.5Table to Table$0 $0 $0 $0 $15,000 $20,000 $31,000 $30,000 72.5Iowa Valley Habitat for Humanity$5,000 $0 $0 $0 $0 $25,000 $25,000 $24,000 71.5Arc of Southeast Iowa$5,000 $0 $0 $0 $0 $20,000 $20,000 $19,000 71Free Lunch Program$5,000 $15,000 $16,000 $15,903 $15,000 $16,000 $18,000 $16,000 70Horizons, A Family Service Alliance$30,010 $30,000 $25,000 $24,849 $20,000 $40,000 $44,000 $38,700 65Total Request:$397,510 $378,700 $378,700 $376,400 $391,700 $625,500 $660,300 $650,000Budget Request AllocationLegacy Funding96% $650,000$660,300$650,000Emerging Funding 4% $25,000$49,288 TBDTotal Funding100% $675,000$709,588FY21 Legacy Aid to Agencies History/Staff Recommendation ‐ Sorted by ScoreFY21Staff Score AgencyFY15 FY16 FY17 FY18 FY19 FY20Allocation Allocation Allocation Allocation Allocation Allocation RequestStaff Rec.4 C's Community Coord. Child Care$5,000 $0 $15,000 $14,909 $15,000 $20,000 $25,000 $25,000 88.5Arc of Southeast Iowa$5,000 $0 $0 $0 $0 $20,000 $20,000 $19,000 71Big Brothers / Big Sisters$30,000 $30,000 $25,000 $14,909 $15,000 $25,000 $25,000 $25,000 85CommUnity Crisis Services and Food Bank $40,000 $40,000 $40,000 $39,756 $40,000 $66,000 $69,300 $69,300 93Domestic Violence Intervention Program $45,000 $45,000 $40,000 $39,756 $40,000 $50,000 $50,000 $50,000 88Free Lunch Program$5,000 $15,000 $16,000 $15,903 $15,000 $16,000 $18,000 $16,000 70HACAP$12,000 $0 $0 $0 $15,000 $25,000 $25,000 $25,000 75.5Horizons, A Family Service Alliance$30,010 $30,000 $25,000 $24,849 $20,000 $40,000 $44,000 $38,700 65Inside Out Rentry Community$0 $0 $0 $14,909 $15,000 $30,000 $40,000 $40,000 76Iowa City Free Medical/Dental Clinic$7,500 $15,000 $15,000 $14,909 $15,000 $17,500 $25,000 $25,000 91Iowa Valley Habitat for Humanity$5,000 $0 $0 $0 $0 $25,000 $25,000 $24,000 71.5Neighborhood Centers of JC$50,000 $50,000 $43,700 $43,434 $34,300 $55,000 $55,000 $55,000 88.5Pathways Adult Day Health Center$5,000 $15,000 $15,000 $14,909 $15,000 $25,000 $25,000 $25,000 78Prelude Behavioral Services$15,000 $15,000 $15,000 $14,909 $16,000 $20,000 $40,000 $40,000 86.5Rape Victim Advocacy Program$10,000 $15,000 $15,000 $14,909 $20,000 $23,000 $25,000 $25,000 83Shelter House$45,000 $45,000 $50,000 $49,696 $50,000 $85,000 $85,000 $85,000 87.5Table to Table$0 $0 $0 $0 $15,000 $20,000 $31,000 $30,000 72.5United Action for Youth$49,000 $39,700 $40,000 $34,788 $27,400 $33,000 $33,000 $33,000 79Total Request:$397,510 $378,700 $378,700 $376,400 $391,700 $625,500$660,300$650,000Budget Request AllocationLegacy Funding96% $650,000$660,300$650,000Emerging Funding 4% $25,000$49,288 TBDTotal Funding100% $675,000$709,588FY21 Legacy Aid to Agencies History/Staff Recommendation ‐ Sorted by NameStaff ScoreFY21 Ave. Score per Question Community Need Service Provided Benefit to LMI Persons Equity Outcome Measures Persons to Benefit Collaboration Budget Leveraging Funds Quality of App Experience & Success Ave. Score 4 C's Community Coord. Child Care 10 10 15 2.5 8 3 5 5 10 5 15 88.5 Arc of Southeast Iowa 8 10 15 2 8 2 3 5 10 3 5 71 Big Brothers / Big Sisters 10 10 12 3 8 2 5 5 10 5 15 85 CommUnity Crisis Services and Food Bank 10 10 15 3.5 10 5 5 4.5 10 5 15 93 Domestic Violence Intervention Program 10 10 15 3 8 2 5 5 10 5 15 88 Free Lunch Program 3 8.5 12 1.5 10 2 3 4 7 3 15 70 HACAP 10 10 12 2.5 8 5 3 5 10 5 5 75.5 Horizons, A Family Service Alliance 10 7 15 3 5 2 3 2 10 3 5 65 Inside Out Reentry Community 8 10 15 2 8 1 5 5 7 5 10 76 Iowa City Free Medical/Dental Clinic 10 10 15 3 8 5 5 5 10 5 15 91 Iowa Valley Habitat for Humanity 8 7 12 3.5 5 1 5 5 10 5 10 71.5 Neighborhood Centers of JC 10 10 15 4.5 8 3 3 5 10 5 15 88.5 Pathways Adult Day Health Center 10 7 15 3 5 1 3 4 10 5 15 78 Prelude Behavioral Services 10 10 15 2.5 10 2 3 4 10 5 15 86.5 Rape Victim Advocacy Program 10 10 9 3 10 5 3 5 10 3 15 83 Shelter House 10 10 15 2.5 8 2 5 5 10 5 15 87.5 Table to Table 10 10 12 1.5 8 3 5 5 10 3 5 72.5 United Action for Youth 10 10 9 3 5 5 3 4 10 5 15 79 Total Possible Score 15 10 15 5 10 5 5 5 10 5 15 100 *The numbers above represent the averages of staff ranking scores. C omments on scoring are available upon request 2 NEED AND PRIORITY (25 Points) Community Need (Primarily Question 1) 15 pts Need is directly identified as a high priority in City Steps 2025. The goals and activities are innovative and clearly consistent with addressing this need. Applicant clearly and completely describes the significance of the need, and provides supporting documentation and statistics fully substantiating this need. The agency addresses the described need and successfully resolves the problem completely. The achievement of results is realistic and reasonable. 10 pts Need is directly identified as a high priority in City Steps 2025. The goals and objectives are consistent with addressing this priority need. Applicant clearly and completely describes the significance of the need, and provides supporting documentation and statistics substantiating this need. The agency would have a major impact on addressing the described need but would not completely resol ve the problem. The achievement of results is realistic and reasonable. 8 pts Need is directly identified as a medium or low priority need in City Steps 2025. The goals and objectives are somewhat consistent with addressing this priority need. Applicant explains the significance of the need and provides some supporting documentation and/or statistics that somewhat relate to the need. The agency would have a major impact on addressing the described need but would not completely resolve the problem. The achievement of results is somewhat realistic and reasonable. 3 pts Need is identified indirectly in City Steps 2025. Applicant describes the need, but not clearly or completely and provides minimal or no supporting documentation and/or statistics that relat e to the need. The proposed program would have some impact on addressing the described need, but significant areas are not addressed. The achievement of results is not realistic and reasonable. 0 pts Need is not identified as a priority need pursuant in City Steps 2025 or the need, as described, appears questionable as to its significance and seriousness to the community. The agency does not clearly address how the described need would be addressed or the agency would be ineffective in resolving the described need. Services Provided (Primarily Question 4) 10 pts Services are consistent with City Steps 2025. They support a strategic goal, address the problem/ need, and are identified activities. Information provided in the application is comprehensive and provides reasonable and clear indication that funding will help satisfy an unmet strategic goal and activity and will fully generate the expected outcome(s) as identified in City Steps 2025. 7 pts Services are consistent with City Steps 2025. They support a strategic goal, address the problem/ need, and are identified activities. Information provided in the application is not as clear and comprehensive, but it appears probable that funding will help satisfy an unmet strategic goal and activity and will generate the expected outcome(s) as identified in City Steps 2025. 5 pts Services are consistent with City Steps 2025. They support a strategic goal, address the problem/ need, and are identified activities. Information provided in the application is minimally sufficient; however, it also appears that funding will only somewhat help address, and it is unclear as to the degree of which it will satisfy, an unmet strategic goal and activity and generate the expected outcome(s) as identified in City Steps 2025. 2 pts Services are consistent with City Steps 2025. They support a strategic goal, address the problem/ need, and are identified activities. Information is incomplete, inaccurate or contradictory to the need it proposes to address OR the City Steps 2025 goal and expected outcome has already been fulfilled and/or the problem/ need has already been addressed. 0 pts Application is inconsistent with City Steps 2025 (does not address a strategic goal, problem/ need or activity identified in City Steps 2025). 3 IMPACT AND DELIVERY (35 Points) Benefit to Low Income Persons (Primarily Question 6) 15 pts Direct benefit will primarily serve extremely low-income persons (<30% AMI) or those at a similar standard income level (such as the poverty line). 12 pts Direct benefit will primarily serve very low-income persons (<50% AMI) or those at a similar standard income level (such as the approximately 150% of the poverty line). 9 pts Direct benefit will primarily serve low-income persons (<80% AMI) or those at a similar standard income level (such as the approximately 250% of the poverty line). 0 pts Direct benefit will not primarily serve low-income persons or those at a similar standard income level Racial Equity and Inclusivity for Marginalized Populations (Primarily Questions 6 and 7 and Form B; specifically disabled, 65+, non-white, LGBTQ, or other populations) 5 pts Applicant documents that it actively and robustly promotes racial equity and inclusivity for marginalized populations. 90-100% of clients are from a disadvantaged class or otherwise demonstrated. 4 pts Applicant documents that it actively promotes racial equity and inclusivity for marginalized populations. 70-89% of clients are from a disadvantaged class or otherwise demonstrated. 2 pts Applicant documents that it promotes racial equity and inclusivity for marginalized populations. 30 -69% of clients are from a disadvantaged class or otherwise demonstrated. 0 pts Applicant documents that it does not promote racial equity and inclusivity for marginalized populations. <30% of clients are from a disadvantaged class or otherwise demonstrated. Outcome Measurements (Primarily Prior Year Reports and Question 10) 10 pts Applicant met or exceeded the outcome objectives in the past five years . Agency also had a maximum impact and benefit for those served. 8 pts Applicant was close to meeting its outcome objectives in the past five years. Agency had a substantial impact and benefit for those served. 5 pts Applicant did not meet their outcome objectives in recent years. Agency still had at least a moderate impact on those served. 2 pts Applicant met some outcome objectives in recent years. Agency had minimal impact on those served. 0 pts Applicant met few or none of the outcome objectives in recent years or had no impact on those served. Persons to Benefit (Primarily Forms B and C; Alternatively, Questions 9 and 10) 5 pts Cost of $1-$19.99 in total Iowa City Funding per Iowa City resident OR provides strong evidence that the cost for the number served are highly cost effective for the extent of services. 3 pts Cost of $20.00-$49.99 in total Iowa City Funding per Iowa City resident OR provides strong evidence that the cost for the number served are cost effective for the extent of services. 2 pts Cost of $50.00-$149.99 in total Iowa City Funding per Iowa City resid ent OR provides evidence that the cost for the number served are cost effective for the extent of services. 1 pt Cost of greater than $150.00 in total Iowa City Funding per Iowa City resident OR provides minimal evidence that the cost for the number served are somewhat cost effective for the extent of services. 4 EVIDENCE OF FINANCIAL CAPACITY (20 Points) Collaboration/Operations Plan (Primarily Question 5 and 6 and Form C) 5 pts Application shows strong evidence of collaborating with other service providers to reduce costs and of utilizing community partnership to further goals. Application fully and thoroughly identifies the major critical factors to implement and maintain its objectives over the long term. The application addresses how factors will be resolved to sustain results and ensure continued success through funding or continued partnerships. The approach is sound and reflects a clear understanding of factors involved and how they will be resolved. 3 pts Application shows evidence of collaborating with other service providers to reduce costs and of utilizing community partnership to further goals. Application identifies most major critical factors to implement and maintain its objectives over the long term. The application somewhat addresses how some factors will be resolved to sustain the results and ensure continued success through funding or continued partnerships. 1 pts Application shows limited evidence of collaborating with other service providers to reduce costs and of utilizing community partnership to further goals. Application identifies some major critical factors to implement and maintain its objectives over the long term but does not address how factors will be resolved to sustain results and ensure continued success through funding or continued partnerships. 0 pts Application shows no evidence of collaborating with other service providers to reduce costs and of utilizing community partnership to further goals. Application does not address major issues to implement and maintain its objectives over the long term, nor how factors will be resolved to sustain results and ensure continued success through funding or continued partnerships. Agency Budget (Primarily Question 8 and Form C) 5 pts Based on agency revenues and expenses, budget appears accurate, comprehensive and detailed. Costs are clearly documented and appear reasonable and justified. 2 pts Based on agency revenues and expenses, budget appears reasonable, but not clear, comprehensive, or detailed. The budget is substantively mathematically accurate (i.e. minor errors noted), and/or does not appear complete. 0 pts Based on agency revenues and expenses, budget appears questionable and/or unreasonable. The budget is substantively mathematically incorrect. Leveraging Funds (Primarily Question 9 and Form C) 10 pts Funding needs are clearly identified to address the proposed needs. Other sources of funds have been secured and maximized. There are $5 (or more) of other sources of funds for every $1 requested in the application. (>5:1 ratio) 7 pts Funding needs are clearly identified to address the proposed needs, but not completely secured or additional funds could be leveraged. Plans to secure or leverage other sources of funds are underway and information is presented to conclude that it is probable other sources of funding will be obtained. There is at least $2 of other sources of funds for every $1 requested. (4 -2:1 ratio) 4 pt Funding needs are clearly identified to address the proposed needs. The project is mostly reliant on requested funds to finance the project with minimal leveraging. (<=1:1 ratio) 0 pts Funding needs are identified to address the proposed needs. Plans to secure other sources of funds have been developed and/or underway, but it is questionable whether these funds will be secured and/or if they will be available upon approval of funds in a timely manner. Alternatively, funding needs are identified, but incompletely addresses the proposed needs. Funds would have little impact and no other resources are identified. 5 EVIDENCE OF ADMINISTRATIVE CAPACITY (20 Points) Quality of Application (Overall Application) 5 pts Application is logical, clear, well written, accurate and attentive to detail, but also concise with appropriate statistical information and supporting documentation provided to thoroughly support any conclusions provided. 3 pts Application is adequately written, but statistics, obser vation and/or conclusions are not well documented, and inconsistencies and/or errors were noted. 1 pts Application is adequately written, but statistics, observations and/or conclusions are not well documented; inconsistencies and/or errors were noted; and some application instructions were not followed. The credibility of information and statistics provided appear questionable. 0 pts Application is poorly written, statistics, observations and conclusions are not documented, and apparent and substantive internal inconsistencies and material errors were noted. Most of the application instructions were not followed. The credibility of Information and statistics provided is questionable. Experience and Success (Past performance and Form A; alternatively, overall application) 15 pts Applicant clearly shows evidence of the necessary competencies, skill set, management capacity, professional experience and qualifications to successfully manage and implement the activities listed. Applicant has extensive experience with Grant Funds and/or other C ity funding programs. The applicant has been directly involved in 5 or more City funded projects within the past 5 years, 4 of which have been favorably completed. This applicant has had no problems with timeliness and/or compliance for past projects. This applicant has been timely, complete and accurate with reporting requirements. 10 pts Applicant clearly shows evidence of the necessary competencies, skill set, management capacity, professional experience and qualifications to successfully manage and im plement the activities listed. Applicant has adequate experience with Grant Funds and/or other City funding programs. The applicant has been directly involved in 3 or more City funded projects within the past 5 years, 2 of which have been favorably completed. Applicant has realistically identified any problem(s) relating to its application, but they appear relatively minor and the applicant exhibits the understanding and capacity to address these concerns. The applicant has had some problems with timeliness and/or compliance for past projects, but any problems were fully resolved. The applicant has been timely, complete and accurate with reporting. 5 pts Applicant appears to have most of the necessary competencies, skill set, management capacity, professional experience and qualifications to successfully manage and implement the activities listed, but it is not well documented. Applicant has some experience with Grant Funds and/or other City funding programs. The applicant has been directly involved in 1 or more City funded projects within the past five years and has favorably completed it. The applicant may have difficulty complying with program requirements. Applicant has realistically identified action(s) and/or problem(s) relating to its application or other issues may exist. The actions are somewhat complicated to resolve, but the applicant has developed and implemented a plan and is in the process of addressing these concerns. The applicant may have experienced some problems in implementing past projects, but the problems were fully resolved. This applicant has had minor problems with timeliness and/or compliance for past projects. The applicant may have difficulty complying with program requirements. 3 pts Applicant appears to have some of the necessary competencies, skill set, management capacity, professional experience and qualifications to successfully manage and complete the activities listed (documentation is unclear). Applicant has little experience with Grant Funds and/or City funded projects. Applicant has realistically identified action(s) and/or problem(s) relating to its application or other issues may exist. The actions are complicated to resolve, but the applicant has developed a plan to address these concerns. The problems appear to be fully resolvable, but expending funds may be problematic. 0 pts Applicant appears to have minimal or none of the necessary competencies, skill set, and capacity to successfully manage the activities listed (documentation is unclear). Applicant appears to have no related professional experience with Grant Funds and/or other City funded projects or had extensive problems in 6 implementing past projects timely, substantiating compliance, and/or meeting reporting requirements or requests for information by the City. Extensive actions and/or problems have been identified or pose a potential significant concern. The applicant appears unsure as to how to address the issues and/or the problems do not appear to be fully resolvable without negatively impacting im plementation. The applicant does not appear knowledgeable, committed, and/or able to complete the project. Requested CDBG  Recomm. HOME  Recomm. Staff  Pts Successful Living Acquisition #1 48,000$         88 Successful Living Acquisition #2 48,000$         88 Successful Living Acquisition #3 48,000$         88 Habitat Down Payment Assistance #1 30,000$         83 Habitat Down Payment Assistance #3 30,000$         83 The Housing Fellowship CHDO Ops 20,000$         NA 82 Max : $24,000 Habitat Down Payment Assistance #2 30,000$         80 Systems Unlimited New Construction 100,000$       NA 79 City South District #2 50,000$         74 City South District #1 50,000$         72 Unlimited Abilities Acquisition 121,607$       57 Little Creations Public Facility 78,160$         NA 47 Min : $30,000 Total 653,767$       ‐$                ‐$  Expected CDBG/HOME 542,000$       94,000$         448,000$          CDBG/HOME Applications Summary HCDC RANKINGS AND CDBG/HOME ALLOCATIONS: FY18‐FY20 Project Name Ave. Score (Max. 100) Requested Allocated Percent Allocation Amended DVIP - Shelter Repair 72 120,000 $ 120,000 $ 100% 120,000 $ Little Creations Academy - Renovation Phase 3 53 51,968 $ - $ 0% - $ Old Brick - ADA Improvements 59 40,553 $ 36,000 $ 89% 36,000 $ Old Brick - Structural Fortification/Water Mitigation 58 67,670 $ - $ 0% - $ Habitat - Lot Acquisition 69 120,000 $ 53,000 $ 44% 53,000 $ MYEP - Lot Acquisition 79 200,000 $ 186,000 $ 93% 186,000 $ Successful Living - Rental Acquisition 78 240,000 $ 173,000 $ 72% 173,000 $ Successful Living - Rental Rehabilitation 63 75,000 $ 62,000 $ 83% 62,000 $ THF - CHDO Operating 66 26,500 $ 22,000 $ 83% 22,000 $ THF - Rental Rehabilitation 64 69,108 $ 74,000 $ 107% 74,000 $ Project Name Average Score (Max. 100) Requested Allocated Percent Allocation Amended Arthur Street Healthy Life Center 80 100,000 $ 51,000 $ 51% - $ NCJC Siding Improvement 68 51,467 $ 41,000 $ 80% 41,700 $ THF - CHDO Operating 88 25,000 $ 25,000 $ 100% 25,000 $ THF - Rental Acquisition 76 100,000 $ 100,000 $ 100% 100,000 $ Habitat for Humanity - Ownership 83 80,000 $ 80,000 $ 100% 80,000 $ MYEP - Rental Acquisition 81 75,000 $ 75,000 $ 100% 75,000 $ Successful Living - Rental Acquisition 80 310,000 $ 194,000 $ 63% 194,000 $ City of Iowa City - South Dist. Part. 59 100,000 $ 100,000 $ 100% 100,000 $ Prelude - Transitional Housing Impr. 62 82,010 $ 34,000 $ 41% 34,000 $ Unlimited Abilities 21 200,000 $ - $ 0% - $ Habitat - Lot Acquisition 1 NA 40,000 $ - $ 0% - $ Habitat - Lot Acquisition 2 NA 40,000 $ - $ 0% - $ MYEP - Lot Acquisition NA 80,000 $ - $ 0% - $ THF - Rental Rehabilitation (Round 2) NA 91,362 $ 87,034 $ 95% 87,034 $ Shelter Housing - Rental Acquisition (Round 2) NA 185,000 $ 93,966 $ 51% 94,000 $ Project Name Average Score (Max. 100) Requested Allocated Percent Allocation Amended Crisis Center Food Pantry 83 100,000 $ 85,000 $ 85% 95,000 $ Successful Living 81 72,000 $ 72,000 $ 100% 87,000 $ CHDO operations - Housing Fellowship 75 25,000 $ 18,000 $ 72% 18,000 $ Habitat for Humanity 74 90,000 $ 50,000 $ 56% 50,000 $ The Housing Fellowship Rehab 67 100,000 $ 86,000 $ 86% 86,000 $ Housing Authority Rent Assistance 62 200,000 $ 200,000 $ 100% 200,000 $ Little Creations Academy Daycare 54 107,934 $ 73,000 $ 68% 109,141 $ MYEP Facility 52 60,000 $ 31,000 $ 52% 31,000 $ Mid-Year Habitat for Humanity N/A 70,000 $ 35,000 $ 50% 35,000 $ Mid-Year THF Rental Construction N/A 245,000 $ 100,000 $ 41% - $ Mid-Year MYEP Rental Acquisition N/A 75,000 $ 50,000 $ 67% 50,000 $ Mid-Year Successful Living Rental Rehab N/A 74,895 $ 50,000 $ 67% 57,994 $ Mid-Year Successful Living Rental Acqusition N/A 100,000 $ - $ 0% - $ FY20 FY19 FY18 Staff Report: Little Creations Academy Public Facility Rehab Max Pts Staff Pts Staff Comments Our current kitchen equipment over is 40 years old and not capable of handling meal prep for our childcare facility. The kitchen must be upgraded to commercial grade equipment for meal preparation for a maximum capacity of 54 children and staff. Requesting $78,160 to benefit 22 children; only eligible for CDBG funds. Need Priority 10 10 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025? 10 10 Improve Public Facilities (Childcare); evidence of current projects, project description supports Leveraging Resources/Budget 35 9 Does the project have realistic cost estimates? 5 5 Yes, based on thorough estimate Does the project leverage community partnerships and/or volunteer resources? 5 2 No specific partnerships, limited in-kind and sparse description overall Does the project leverage other financial resources? 25 2 8% non-federal funds Feasibility/Community Impact 40 20 What primary percent of median income persons are targeted? 20 15 <50% AMI Will the project assist any specific vulnerable populations? 5 0 No Does the project have a reasonable per- person/unit cost compared to other projects of similar scope? 5 2 $3,552/person served; higher than recent comparable projects (NCJC was $17/ person served, DVIP was $29/ person, MYEP was $55/ person, CU was $8/ person); received ~$109,000 for rehab in 2018 Does the project schedule adequately demonstrate the project will be completed within the required time period? 5 3 Project timeline will reach completion within one year, but past project has been substantially delayed Does the project provide a long-term solution to the need identified? 5 0 Little discussion of long-term sustainability in application Capacity/History 15 8 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 5 2 85% complete, expected 100% complete; Project was substantially delayed, budget was inaccurate and needed substantial amendment to complete Does the organization have the capacity to complete the project based on current description of staff? 5 3 Staff has experience in providing services, some experience with federal funds, though lack of capacity to administer projects without experienced general contractor (source: recent projects) Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described? 5 3 Yes, organization has completed one federal public facilities project and has ability to operate the center. Past projects have had delays Bonus: Is public facilities project documented in City Steps 2025? 5 0 Total Points 100 47 Federal requirement considerations: Federal financial practices, environmental review, competitive procurement, Davis Bacon wage requirements, 7-year compliance; depending on the use of the kitchen for faith-based activities, may need to apportion cost by time.   Staff Report: City of Iowa City South District Program #1 Max Pts Staff Pts Staff Comments The City plans to continue the South District Program by purchasing a duplex in the South District project area, rehabilitating the units, and selling them as affordable owner-occupied homes with monthly housing payments at or below the HOME Fair Market Rent. Preference for purchasing units will be given to residents currently living in the neighborhood and no tenants will be displaced as a result of the program's property acquisition. Goals of the program are to preserve the unique character of the neighborhood, re-establish a balance of rental and owner-occupied homes, encourage reinvestment in the neighborhood, ensure the neighborhood is a safe, affordable and attractive place to live and work for both renters and homeowners, and provide affordable home ownership opportunities for income eligible residents. Requesting $50,000 in funds for 2 units; eligible for CDBG or HOME funds. Need Priority 10 10 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025? 10 10 Rehab/Improve Owner-Occupied Housing Units; evidence of current projects, project description supports Leveraging Resources/Budget 35 29 Does the project have realistic cost estimates? 5 5 Yes, based on thorough estimate Does the project leverage community partnerships and/or volunteer resources? 5 3 Yes, evidence of good partnerships though no in- kind contributions Does the project leverage other financial resources? 25 21 82% non-federal funds Feasibility/Community Impact 40 19 What primary percent of median income persons are targeted? 20 9 <50% AMI based on applications, though new program. Averaged 15 and 2 for final score Will the project assist any specific vulnerable populations? 5 0 No Does the project have a reasonable per- person/unit cost compared to other projects of similar scope? 5 3 $25k/property, $25k/unit, $17k/person Does the project schedule adequately demonstrate the project will be completed within the required time period? 5 2 Project timeline will not reach completion within one year, but will be completed within HOME guidelines; past project has experienced delays due to restructuring of policies. Does the project provide a long-term solution to the need identified? 5 5 Homeownership for low income households can stabilize payments compared to rents; funds recaptured if doesn't meet affordability period Capacity/History 15 14 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 5 4 78% expended, expected 90%; applicant has successfully completed past projects Does the organization have the capacity to complete the project based on current description of staff? 5 5 Yes, staff experienced with acquisition/rehab projects and with administering federal funds Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described? 5 5 Yes, organization experienced with federal rehab/acquisition projects, no major compliance issues Bonus: Is public facilities project documented in City Steps 2025? 5 0 Total Points 100 72 Federal requirement considerations: Federal financial practices, environmental review, competitive procurement, underwriting standards, sales price caps, 10-year affordability    Staff Report: City of Iowa City South District Program #2 Max Pts Staff Pts Staff Comments The City plans to continue the South District Program by purchasing a duplex in the South District project area, rehabilitating the units, and selling them as affordable owner-occupied homes with monthly housing payments at or below the HOME Fair Market Rent. Preference for purchasing units will be given to residents currently living in the neighborhood and no tenants will be displaced as a result of the program's property acquisition. Goals of the program are to preserve the unique character of the neighborhood, re-establish a balance of rental and owner-occupied homes, encourage reinvestment in the neighborhood, ensure the neighborhood is a safe, affordable and attractive place to live and work for both renters and homeowners, and provide affordable home ownership opportunities for income eligible residents. Requesting $50,000 in funds for 2 units; eligible for CDBG or HOME funds. Need Priority 10 10 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025? 10 10 Rehab/Improve Owner-Occupied Housing Units; evidence of current projects, project description supports Leveraging Resources/Budget 35 29 Does the project have realistic cost estimates? 5 5 Yes, based on thorough Does the project leverage community partnerships and/or volunteer resources? 5 3 Yes, evidence of good partnerships though no in- kind contributions Does the project leverage other financial resources? 25 21 82% non-federal funds Feasibility/Community Impact 40 21 What primary percent of median income persons are targeted? 20 9 <50% AMI based on applications, though new program. Averaged 15 and 2 for final score Will the project assist any specific vulnerable populations? 5 0 No Does the project have a reasonable per- person/unit cost compared to other projects of similar scope? 5 3 $25k/property, $25k/unit, $17k/person Does the project schedule adequately demonstrate the project will be completed within the required time period? 5 4 Project timeline will reach completion within one year, though past project has experienced delays due to restructuring of policies. Does the project provide a long-term solution to the need identified? 5 5 Homeownership for low income households can stabilize payments compared to rents; funds recaptured if doesn't meet affordability period Capacity/History 15 14 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 5 4 78% expended, expected 90%; applicant has successfully completed past projects Does the organization have the capacity to complete the project based on current description of staff? 5 5 Yes, staff experienced with acquisition/rehab projects and with administering federal funds Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described? 5 5 Yes, organization experienced with federal rehab/acquisition projects, no major compliance issues Bonus: Is public facilities project documented in City Steps 2025? 5 0 Total Points 100 74 Federal requirement considerations: Federal financial practices, environmental review, competitive procurement, underwriting standards, sales price caps, 10-year affordability    Staff Report: Habitat for Humanity Down Payment Assistance #1 Max Pts Staff Pts Staff Comments An IVHFH approved applicant(s) with income below 50% AMI upon acceptance into the program will receive down payment assistance for the purchase of a newly constructed home. IVHFH will construct the home and base payments on approximately 28% of the applicant's Gross Adjusted Income in order to reduce monthly mortgage payments. This will allow a very low income buyer to afford the purchase of a new home that is safe and decent. Requesting $30,000 in funds for 1 unit; eligible for CDBG or HOME funds. Need Priority 10 10 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025? 10 10 Support Homebuyer Activities; evidence of current projects, project description supports Leveraging Resources/Budget 35 31 Does the project have realistic cost estimates? 5 5 Yes, based on thorough estimate Does the project leverage community partnerships and/or volunteer resources? 5 5 Evidence of both notable in-kind assistance and specific examples of partnerships Does the project leverage other financial resources? 25 21 85% non-federal funds Feasibility/Community Impact 40 27 What primary percent of median income persons are targeted? 20 15 <50% AMI Will the project assist any specific vulnerable populations? 5 0 No Does the project have a reasonable per- person/unit cost compared to other projects of similar scope? 5 3 $30k/property, $30k/unit, $5k/person Does the project schedule adequately demonstrate the project will be completed within the required time period? 5 4 Project timeline is well within one year, but past projects have experienced delays Does the project provide a long-term solution to the need identified? 5 5 Homeownership for low income households can stabilize payments compared to rents; funds recaptured if doesn't meet affordability period Capacity/History 15 15 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 5 5 81% expended, expected 91%; applicant has successfully completed past projects Does the organization have the capacity to complete the project based on current description of staff? 5 5 Yes, staff experienced with down payment assistant projects and with administering federal funds Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described? 5 5 Yes, organization experienced with federal rehab/acquisition projects, no major compliance issues Bonus: Is public facilities project documented in City Steps 2025? 5 0 Total Points 100 83 Federal requirement considerations: Federal financial practices, environmental review, underwriting standards, sales price caps, 10-year affordability      Staff Report: Habitat for Humanity Down Payment Assistance #2 Max Pts Staff Pts Staff Comments An IVHFH approved applicant(s) with income below 50% AMI upon acceptance into the program will receive down payment assistance for the purchase of a newly constructed home. IVHFH will construct the home and base payments on approximately 28% of the applicant's Gross Adjusted Income in order to reduce monthly mortgage payments. This will allow a very low income buyer to afford the purchase of a new home that is safe and decent. Requesting $30,000 in funds for 1 unit; eligible for CDBG or HOME funds. Need Priority 10 10 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025? 10 10 Support Homebuyer Activities; evidence of current projects, project description supports Leveraging Resources/Budget 35 31 Does the project have realistic cost estimates? 5 5 Yes, based on thorough estimate Does the project leverage community partnerships and/or volunteer resources? 5 5 Evidence of both notable in-kind assistance and specific examples of partnerships Does the project leverage other financial resources? 25 21 85% non-federal funds Feasibility/Community Impact 40 24 What primary percent of median income persons are targeted? 20 15 <50% AMI Will the project assist any specific vulnerable populations? 5 0 No Does the project have a reasonable per- person/unit cost compared to other projects of similar scope? 5 3 $30k/property, $30k/unit, $5k/person Does the project schedule adequately demonstrate the project will be completed within the required time period? 5 2 Project timeline is just outside of one year, though within HOME guidelines; past projects have experienced delays Does the project provide a long-term solution to the need identified? 5 5 Homeownership for low income households can stabilize payments compared to rents; funds recaptured if doesn't meet affordability period Capacity/History 15 15 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 5 5 81% expended, expected 91%; applicant has successfully completed past projects Does the organization have the capacity to complete the project based on current description of staff? 5 5 Yes, staff experienced with down payment assistant projects and with administering federal funds Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described? 5 5 Yes, organization experienced with federal rehab/acquisition projects, no major compliance issues Bonus: Is public facilities project documented in City Steps 2025? 5 0 Total Points 100 80 Federal requirement considerations: Federal financial practices, environmental review, underwriting standards, sales price caps, 10-year affordability    Staff Report: Habitat for Humanity Down Payment Assistance #3 Max Pts Staff Pts Staff Comments An IVHFH approved applicant(s) with income below 50% AMI upon acceptance into the program will receive down payment assistance for the purchase of a newly constructed home. IVHFH will construct the home and base payments on approximately 28% of the applicant's Gross Adjusted Income in order to reduce monthly mortgage payments. This will allow a very low income buyer to afford the purchase of a new home that is safe and decent. Requesting $30,000 in funds for 1 unit; eligible for CDBG or HOME funds. Need Priority 10 10 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025? 10 10 Support Homebuyer Activities; evidence of current projects, project description supports Leveraging Resources/Budget 35 31 Does the project have realistic cost estimates? 5 5 Yes, based on thorough estimate Does the project leverage community partnerships and/or volunteer resources? 5 5 Evidence of both notable in-kind assistance and specific examples of partnerships Does the project leverage other financial resources? 25 21 85% non-federal funds Feasibility/Community Impact 40 27 What primary percent of median income persons are targeted? 20 15 <50% AMI Will the project assist any specific vulnerable populations? 5 0 No Does the project have a reasonable per- person/unit cost compared to other projects of similar scope? 5 3 $30k/property, $30k/unit, $5k/person Does the project schedule adequately demonstrate the project will be completed within the required time period? 5 4 Project timeline is just within one year, but past projects have experienced delays Does the project provide a long-term solution to the need identified? 5 5 Homeownership for low income households can stabilize payments compared to rents; funds recaptured if doesn't meet affordability period Capacity/History 15 15 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 5 5 81% expended, expected 91%; applicant has successfully completed past projects Does the organization have the capacity to complete the project based on current description of staff? 5 5 Yes, staff experienced with down payment assistant projects and with administering federal funds Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described? 5 5 Yes, organization experienced with federal rehab/acquisition projects, no major compliance issues Bonus: Is public facilities project documented in City Steps 2025? 5 0 Total Points 100 83 Federal requirement considerations: Federal financial practices, environmental review, underwriting standards, sales price caps, 10-year affordability      Staff Report: Successful Living Rental Acquisition #1 Max Pts Staff Pts Staff Comments We will house 5 chronically mentally ill adults who are without resources, which serves to reduce homelessness or potential homelessness. We intend to house these ill people, who are high risk and high needs, and who may live in our affordable housing for as long as there is need. We then deliver services to them and generally support them in their progress toward recovery. Requesting $48,000 in funds for 1 property, 5 Single Room Occupancy units; eligible for CDBG or HOME funds. Need Priority 10 10 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025? 10 10 Increase affordable rental housing units; evidence of current projects, project description supports Leveraging Resources/Budget 35 28 Does the project have realistic cost estimates? 5 5 Yes, based on current projects Does the project leverage community partnerships and/or volunteer resources? 5 2 Evidence of partnerships, though no description of how they are leveraged; no in-kind assistance Does the project leverage other financial resources? 25 21 83% non-federal funds Feasibility/Community Impact 40 37 What primary percent of median income persons are targeted? 20 20 <30% AMI Will the project assist any specific vulnerable populations? 5 5 Persons with disabilities Does the project have a reasonable per- person/unit cost compared to other projects of similar scope? 5 4 $48k/property, $9.6k/unit, $9.6k/person Does the project schedule adequately demonstrate the project will be completed within the required time period? 5 4 Project timeline is within one year, but past projects have experienced delays Does the project provide a long-term solution to the need identified? 5 4 Intent is to keep as permanent affordable housing; agency has recently sold past affordable housing projects Capacity/History 15 13 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 5 4 69% expended, expected 79%; since December, SL has expended additional funds which may warrant consideration for full points; applicant has successfully completed past projects Does the organization have the capacity to complete the project based on current description of staff? 5 5 Yes, staff experienced with acquisition projects, providing services, and with administering federal funds Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described? 5 4 Yes, organization experienced with federal acquisition projects, though has had some issues with compliance in the past 5 years Bonus: Is public facilities project documented in City Steps 2025? 5 0 Total Points 100 88 Federal requirement considerations: Federal financial practices, environmental review, competitive procurement, federal displacement/relocation requirements, underwriting standards, rent limits, 5-year affordability      Staff Report: Successful Living Rental Acquisition #2 Max Pts Staff Pts Staff Comments We will house 5 chronically mentally ill adults who are without resources, which serves to reduce homelessness or potential homelessness. We intend to house these ill people, who are high risk and high needs, and who may live in our affordable housing for as long as there is need. We then deliver services to them and generally support them in their progress toward recovery. Requesting $48,000 in funds for 1 property, 5 Single Room Occupancy units; eligible for CDBG or HOME funds. Need Priority 10 10 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025? 10 10 Increase affordable rental housing units; evidence of current projects, project description supports Leveraging Resources/Budget 35 28 Does the project have realistic cost estimates? 5 5 Yes, based on current projects Does the project leverage community partnerships and/or volunteer resources? 5 2 Evidence of partnerships, though no description of how they are leveraged; no in-kind assistance Does the project leverage other financial resources? 25 21 83% non-federal funds Feasibility/Community Impact 40 37 What primary percent of median income persons are targeted? 20 20 <30% AMI Will the project assist any specific vulnerable populations? 5 5 Persons with disabilities Does the project have a reasonable per- person/unit cost compared to other projects of similar scope? 5 4 $48k/property, $9.6k/unit, $9.6k/person Does the project schedule adequately demonstrate the project will be completed within the required time period? 5 4 Project timeline is within one year, but past projects have experienced delays Does the project provide a long-term solution to the need identified? 5 4 Intent is to keep as permanent affordable housing; agency has recently sold past affordable housing projects Capacity/History 15 13 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 5 4 69% expended, expected 79%; since December, SL has expended additional funds which may warrant consideration for full points; applicant has successfully completed past projects Does the organization have the capacity to complete the project based on current description of staff? 5 5 Yes, staff experienced with acquisition projects, providing services, and with administering federal funds Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described? 5 4 Yes, organization experienced with federal acquisition projects, though has had some issues with compliance in the past 5 years Bonus: Is public facilities project documented in City Steps 2025? 5 0 Total Points 100 88 Federal requirement considerations: Federal financial practices, environmental review, competitive procurement, federal displacement/relocation requirements, underwriting standards, rent limits, 5-year affordability      Staff Report: Successful Living Rental Acquisition #3 Max Pts Staff Pts Staff Comments We will house 5 chronically mentally ill adults who are without resources, which serves to reduce homelessness or potential homelessness. We intend to house these ill people, who are high risk and high needs, and who may live in our affordable housing for as long as there is need. We then deliver services to them and generally support them in their progress toward recovery. Requesting $48,000 in funds for 1 property, 5 Single Room Occupancy units; eligible for CDBG or HOME funds. Need Priority 10 10 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025? 10 10 Increase affordable rental housing units; evidence of current projects, project description supports Leveraging Resources/Budget 35 28 Does the project have realistic cost estimates? 5 5 Yes, based on current projects Does the project leverage community partnerships and/or volunteer resources? 5 2 Evidence of partnerships, though no description of how they are leveraged; no in-kind assistance Does the project leverage other financial resources? 25 21 83% non-federal funds Feasibility/Community Impact 40 37 What primary percent of median income persons are targeted? 20 20 <30% AMI Will the project assist any specific vulnerable populations? 5 5 Persons with disabilities Does the project have a reasonable per- person/unit cost compared to other projects of similar scope? 5 4 $48k/property, $9.6k/unit, $9.6k/person Does the project schedule adequately demonstrate the project will be completed within the required time period? 5 4 Project timeline is within one year, but past projects have experienced delays Does the project provide a long-term solution to the need identified? 5 4 Intent is to keep as permanent affordable housing; agency has recently sold past affordable housing projects Capacity/History 15 13 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 5 4 69% expended, expected 79%; since December, SL has expended additional funds which may warrant consideration for full points; applicant has successfully completed past projects Does the organization have the capacity to complete the project based on current description of staff? 5 5 Yes, staff experienced with acquisition projects, providing services, and with administering federal funds Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described? 5 4 Yes, organization experienced with federal acquisition projects, though has had some issues with compliance in the past 5 years Bonus: Is public facilities project documented in City Steps 2025? 5 0 Total Points 100 88 Federal requirement considerations: Federal financial practices, environmental review, competitive procurement, federal displacement/relocation requirements, underwriting standards, rent limits, 5-year affordability      Staff Report: Systems Unlimited Rental New Construction Max Pts Staff Pts Staff Comments Systems Unlimited seeks to build a 4 bedroom, fully accessible single family home at 913 N. Dodge St. in Iowa City. This home will serve people with intellectual and physical disabilities in a 24 hour supported living environment. This project will provide long term, affordable and accessible housing to low or moderate income tenants. Requesting $100,000 in funds for 1 property, 4 Single Room Occupancy units; eligible for HOME funds. Need Priority 10 10 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025? 10 10 Increase affordable rental housing units; evidence of current projects, project description supports Leveraging Resources/Budget 35 26 Does the project have realistic cost estimates? 5 4 Yes, estimate looks adequate but lacks detailed supporting documentation Does the project leverage community partnerships and/or volunteer resources? 5 3 Evidence of in-kind assistance, but lacking specific examples of partnerships Does the project leverage other financial resources? 25 19 75% non-federal funds Feasibility/Community Impact 40 29 What primary percent of median income persons are targeted? 20 15 <50% AMI Will the project assist any specific vulnerable populations? 5 5 Persons with disabilities Does the project have a reasonable per- person/unit cost compared to other projects of similar scope? 5 0 $100k/property, $25k/unit, $25k/person Does the project schedule adequately demonstrate the project will be completed within the required time period? 5 4 Project timeline is well within one year and has already made ground prior to application; however, has had to return funds in the past Does the project provide a long-term solution to the need identified? 5 5 Intent is to keep as permanent affordable housing; no recent known sales of affordable units Capacity/History 15 14 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 5 4 64% expended, expected 100%; part of past project never moved forward, though all past projects are closed out and in their periods of compliance; applicant has successfully completed past projects Does the organization have the capacity to complete the project based on current description of staff? 5 5 Yes, staff experienced with acquisition projects, providing services, and with administering federal funds Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described? 5 5 Yes, organization experienced with federal acquisition projects, no major compliance issues Bonus: Is public facilities project documented in City Steps 2025? 5 0 Total Points 100 79 Federal requirement considerations: Federal financial practices, environmental review, competitive procurement, Section 3 requirements, underwriting standards, rent limits, 20-year affordability      Staff Report: The Housing Fellowship CHDO Operational Funds Max Pts Staff Pts Staff Comments Provide operational support for The Housing Fellowship, a certified Community Housing Development Organization (CHDO) providing quality affordable rental homes to people with limited incomes. The request specifically supplements the salary of THF's Chief Financial Officer. Requesting $20,000 in funds; eligible for HOME funds. Need Priority 10 10 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025? 10 10 Provide public services (affordable housing organization); evidence of current projects, project description supports Leveraging Resources/Budget 35 29 Does the project have realistic cost estimates? 5 5 Yes, based on salary of existing staff person Does the project leverage community partnerships and/or volunteer resources? 5 4 Has in-kind support and some evidence of partnerships, though it could be clearer as to how these are leveraged for the project Does the project leverage other financial resources? 25 20 80% non-federal funds Feasibility/Community Impact 40 28 What primary percent of median income persons are targeted? 20 15 Majority of beneficiaries are <50% AMI Will the project assist any specific vulnerable populations? 5 0 None Does the project have a reasonable per- person/unit cost compared to other projects of similar scope? 5 5 Similar positions have similar pay/benefits Does the project schedule adequately demonstrate the project will be completed within the required time period? 5 5 Project pays for one year's salary and will support a CHDO reserve project Does the project provide a long-term solution to the need identified? 5 3 Supports permanent affordable housing units; however, operating subsidies by their nature are not a long-term solution towards a self-sustaining nonprofit as they must be paid every year Capacity/History 15 15 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 5 5 82% of past funding is expended (would expect approximately 93%); applicant has successfully completed past projects Does the organization have the capacity to complete the project based on current description of staff? 5 5 Yes, staff experienced with affordable housing projects, and with administering federal funds Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described? 5 5 Yes, organization experienced with federal CHDO operations projects and with CHDO reserve projects, no major compliance issues Bonus: Is public facilities project documented in City Steps 2025? 5 0 Total Points 100 82 Federal requirement considerations: Federal financial practices     Staff Report: Unlimited Abilities Rental Acquisition Max Pts Staff Pts Staff Comments The purpose of the Unlimited Abilities’ Housing Justice Project is twofold: to address the inequity in housing for those experiencing chronic mental illness (CMI), and to provide support services to this population. Folks experiencing CMI often have few viable housing options beyond residential care facilities, psychiatric hospitals, homeless shelters, and jails and prisons. Unlimited Abilities seeks to create a more just community by increasing the number of affordable rental units available to our clients and by assisting our clients in managing their day-to-day activities. Requesting $121,607 in funds for 2 properties, 6 Single Room Occupancy units; eligible for CDBG or HOME funds. Need Priority 10 10 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025? 10 10 Provide Public Services; evidence of current projects, project description supports Leveraging Resources/Budget 35 9 Does the project have realistic cost estimates? 5 2 Estimate looks low for purchasing 2 3-bedroom homes (application notes ~$75k/ property); possible but needs evidence supporting that budget. Professional costs are well-documented. Does the project leverage community partnerships and/or volunteer resources? 5 1 In-kind appears to be cash rather than in-kind and looks to be UA's contribution to the project. Lacking specific examples of partnerships Does the project leverage other financial resources? 25 6 25% non-federal funds Feasibility/Community Impact 40 34 What primary percent of median income persons are targeted? 20 20 <30% AMI Will the project assist any specific vulnerable populations? 5 5 Persons with disabilities Does the project have a reasonable per- person/unit cost compared to other projects of similar scope? 5 2 $60.8k/property, $20.3k/unit, $20.3k/person Does the project schedule adequately demonstrate the project will be completed within the required time period? 5 2 Project timeline is unrealistic, but project may be completed within one year; fundraising completed after purchase does not make sense Does the project provide a long-term solution to the need identified? 5 5 Intent to keep as permanent affordable housing; no recent known sales of affordable units Capacity/History 15 4 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 5 0 No experience/history with City projects; would benefit from working with local funds prior to federal funds Does the organization have the capacity to complete the project based on current description of staff? 5 2 Staff experienced in providing services, though no noted experience with federal or City projects Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described? 5 2 Experience providing services, but no experience with federal projects; past compliance issues with rental permits/Housing Choice Vouchers Bonus: Is public facilities project documented in City Steps 2025? 5 0 Total Points 100 57 Federal requirement considerations: Federal financial practices, environmental review, federal displacement/relocation requirements, underwriting standards, rent limits, 10-year affordability   CDBG/HOME EVALUATION CRITERIA PFHCDC Member: PointsLittle Creations Public FacilityCity South District #1City South District #2Habitat Down Payment Assistance #1Habitat Down Payment Assistance #2Habitat Down Payment Assistance #3Successful Living Acquisition #1Successful Living Acquisition #2Successful Living Acquisition #3Systems Unlimited New ConstructionThe Housing Fellowship CHDO OpsUnlimited Abilities AcquisitionI.Need Priority (max. 10 points)1 How well has the applicant documented the ability of the project to meet a primary goal identified in City Steps 2025?0-10 PointsII.Leveraging Resources/Budget (max. 35 points)1 Does the project have realistic cost estimates? 0-5 Points2 Does the project leverage community partnerships and/or volunteer resources?0-5 Points3 Does the project leverage other financial resources? Guide:0-25% = 0-6 pts26-50% = 7-12 pts51-75% = 13-19 pts76-99% = 20-25 ptsSubtotalIII.Feasibility/Community Impact (max. 40 points)1 What primary percent of median income persons are targeted? Guide:0-30%=20 pts31-50%=15 pts51-60%=10 pts61-80%=2 pts2 Will the project assist any specific vulnerable populations? 0-5 Points3 Does the project have a reasonable per-person/unit cost compared to other projects of similar scope?0-5 Points4 Does the project schedule adequately demonstrate the project will be completed within the required time period? 0-5 Points5 Does the project provide a long-term solution to the need 0-5 PointsSubtotalIVCapacity/History (max. 15 points)1 Has the applicant demonstrated it can successfully complete projects and that the current request is necessary? (i.e. past projects are substantially complete) 0-5 Points2 Does the organization have the capacity to complete the project based on current description of staff?0-5 Points3 Does the organization’s activities and portfolio provide evidence of ability to undertake the project as described?0-5 PointsSubtotalBonus: Is public facilities project documented in City Steps 2025?5 PointsMaximum Points: 100 TOTAL:Housing Requested EA2A  Recomm. Grow Johnson County ‐ FY21 Season 10,000$         Max : $15,000 Houses into Homes ‐ Inventory Mgt 5,438$           Min :$5,000 Successful Living ‐ Snow/Mow 9,200$            Successful Living ‐ Software 13,350$          Unlimited Abilities ‐ Operations 11,300$          Total 49,288$          Recommended EA2A 25,000$          Emerging Aid to Agencies Applications Summary All EA2A HCDC EA2A ALLOCATIONS: FY20 Project Name Requested Allocated Percent Allocation Amended CWJ - Forest View MH Park Redevelopment 15,000 $ 5,000 $ 33% 5,000 $ Grow JC - 2019 Production 15,000 $ 9,000 $ 60% 9,000 $ Johnson Clean Energy District - Start Up 12,000 $ - $ 0% - $ Little Creations Academy - Smart Board 6,970 $ - $ 0% - $ Successful Living - Additional Staffing Pay 15,000 $ 5,000 $ 33% 5,000 $ Unlimited Abilities - Building Acquisition 15,000 $ - $ 0% - $ FY20 JOHNSON COUNTY MOBILE HOME TASK FORCE FINAL REPORT NOVEMBER 2019 2 | Johnson County Mobile Home Task Force Final Report, November 2019 SUMMARY The Johnson County Mobile Home Task Force has issued a set of twelve recommendations to be adopted by city and county governments. The recommendations comprise policy solutions, improvements to practices, funding priorities, and public advocacy. In addition to recommendations for city and county leaders, this report details needed state-level funding vehicles and improvements that will protect the rights of manufactured housing residents. The report also contains existing data about manufactured housing communities in Johnson County. TASK FORCE MEMBERS Sara Barron Johnson County Affordable Housing Coalition Rockne Cole Iowa City City Council Terry Donahue Mayor, North Liberty City Council Charles Eastham Center for Worker Justice Candance Evans Vice President, Golfview Residents Association Meghann Foster Coralville City Council Lisa Green-Douglass Chair, Johnson County Board of Supervisors Jim Kringlen Iowa Legal Aid John McKinstry Johnson County Affordable Housing Coalition Rafael Morataya Center for Worker Justice Royceann Porter Johnson County Board of Supervisors Larissa Rosenquist Cole Mobile Homes Mazahir Salih Iowa City City Council Leonard Sandler University of Iowa College of Law Pauline Taylor Mayor Pro Tem, Iowa City City Council Zach Wahls Iowa Senate District 37 Paula Vaughan Johnson County Affordable Housing Coalition 3 | Johnson County Mobile Home Task Force Final Report, November 2019 INTRODUCTION Manufactured housing communities, also referred to as “mobile home parks” or “trailer parks,” provide housing to approximately 3,000 households in Johnson County 1 and are one of our nation’s most “naturally-occurring” (i.e., unsubsidized) affordable housing sources.2 It is critically important to preserve the affordability and quality of manufactured housing communities. The monthly cost of lot rent in Johnson County manufactured housing communities averaged $250-450 in 2019. Nationwide, 80% of mobile home residents own their home.3 Even for those paying a loan or rent on the dwelling itself, the total housing cost is often significantly below the monthly cost of a modest two-bedroom apartment.4 Thus, manufactured housing communities provide a level of housing affordability that is otherwise unmet in the private market. Because of this lack of options, owners of manufactured housing communities who dramatically raise the monthly lot rent can be assured that residents lack reasonable alternatives. Residents can quickly become severely housing insecure as rents rise, forced to choose between housing costs and meeting other basic needs. Before 2019, few manufactured housing communities in Johnson County were owned by large, non-local companies (Breckenridge, located on Hwy 6 southeast of Iowa City, and Regency, located on Old Highway 218 southwest of Iowa City are notable exceptions). In April 2019, a new-to-the-area private equity group purchased three local parks: Golfview in North Liberty, Sunrise Village just east of Iowa City, and West Branch Mobile Home Park. This same company completed the purchase of Western Hills in Coralville in September. Immediately following their purchase of Golfview, the new owners announced a steep hike to lot rents—an up-to 63% increase. Following pushback from residents, the company modified their approach and staggered the increases over a one-year period. Still, residents face unprecedented uncertainty and continued concerns with ongoing management practices that threaten the stability of their neighborhood. The purchase of manufactured home communities by large, multistate corporations is a nationwide trend. National advocacy group MHAction provides insight into the intentions 1 See Appendix A 2 Ehrenfeucht, Renia. “Moving Beyond the Mobile Myth: Preserving Manufactured Housing Communities.” Grounded Solutions Network. https://groundedsolutions.org/sites/default/files/2018- 11/Moving%20Beyond%20the%20Mobile%20Myth.pdf 3 Ibid 4 Housing and Urban Development Fair Market Rent was $958 for a two-bedroom unit in the Iowa City Metro Area in 2018. Purchase prices for manufactured homes vary widely, ranging from $5,000 or less to $80,000 or more, depending on age and size. Monthly rent or loan payments generally range from $200-600, based on a survey of residents and mobile home listings and a survey of manufactured housing community managers. 4 | Johnson County Mobile Home Task Force Final Report, November 2019 of these owners in their 2019 report, “Private Equity Giants Converge on Manufactured Homes”: Over the past 20 years, manufactured home communities increasingly have gone from “mom and pop” enterprises to ownership by large, multi-state corporations… With limited affordable housing options to turn to, the homeowners are forced to choose between paying for increasing housing costs and other basic necessities, like food and medicine, or abandoning their homes. This economic trap is not a side effect but a building block of the business model. RV Horizons co-owner Frank Rolfe notoriously said that a manufactured home park “is like a Waffle House where the customers are chained to their booths.” emphasis added The report estimates that the top 50 manufactured housing community owners now own around 680,000 home sites, representing a significant and growing segment of the nation’s mobile homes.5 In response to increasingly predatory practices from private equity firms, “resident-owned communities” are growing in popularity. Under this model, residents cooperatively own and manage the parks for themselves. National advocacy groups like MHAction and ROC USA provide technical assistance and, in the case of ROC USA, funding for residents seeking to purchase and manage their manufactured housing community. Because of Iowa state laws that offer little protection to manufactured housing residents, residents impacted by new ownership found they had very limited legal recourse, and our cities struggled to respond to this unexpected crisis. The task force was convened to identify what local government can do to protect residents. Our recommendations include but are not limited to strategies that would encourage and financially support a transition to resident-owned communities in Johnson County. THE BASICS OF MANUFACTURED HOUSING Manufactured housing communities consist of land, rented by the parcel, or “lot,” to residents; roads; utilities; and recreation amenities. Private ownership of the land by an individual or corporation generally means that the community owners are responsible for maintenance of infrastructure. Communities outside of city limits are not connected to municipal water or sewer, and individual homes are not generally metered for these utilities. Many residents of manufactured housing own their home (and rent the land on which it sits), while others rent both the home and the land. In Iowa, mobile homes are regarded as “personal property,” rather than real estate.6 This impacts many economic factors for 5 MHAction. “Private Equity Giants Converge on Manufactured Homes” (February 2019). https://mhaction.org/wp-content/uploads/2019/02/PrivateEquityGiantsFinal.pdf 6 If a mobile home is permanently placed outside a mobile home park, the home is assessed and taxed as real estate. 5 | Johnson County Mobile Home Task Force Final Report, November 2019 mobile homes, including their eligibility for traditional mortgages, their assessed value, rates of taxation, and the process required to transfer ownership.7 Although manufactured homes are referred to as “mobile,” moving a manufactured home is costly and often structurally infeasible. The local rate for relocating a mobile home from one community to another is $5,000-7,000 per unit.8 The moving process involves removing any attached structures, such as porches or ramps; packing and securing every object, from the largest to smallest, inside the home; raising the home onto a trailer bed; navigating the oversized load around roads and obstacles; leveling the home on its new site; and unpacking and reattaching structures. Even with care and expertise, many manufactured homes in Johnson County are not possible to relocate because of their age and/or lack of stability.9 RECOMMENDATIONS  Funding 1. Make rental assistance and/or relocation assistance available to residents harmed by unexpected, sharp rent increases Although it is not financially feasible for municipalities to provide rental assistance or relocation assistance to every household that faces eviction, displacement, or rent increases, the large number of residents impacted at once through the sale of their manufactured housing community justifies one-time funding that can mitigate the damage caused. Because of the difficulty residents of manufactured housing will have in finding another comparable option that fits their monthly housing budget, a short- term investment that keeps them in their home is preferable to other outcomes, such as homelessness or severe housing instability. Temporary assistance will give a household more time to find a suitable alternative. The task force recommends a maximum period for rental assistance of 180 days, with each municipality determining for itself the extent of the assistance, including household eligibility criteria. Similarly, each municipality should create a relocation assistance program that meets the needs of its residents. Some considerations include the feasibility of moving the dwelling itself and if lots are currently available in other parks. For households that need to leave a mobile home, relocation assistance should evaluate whether the owner is able to sell their home or loss of assets due to relocation, security deposit costs for a suitable rental and moving and other expenses. 7 Freddie Mac. Manufactured Homes website. https://sf.freddiemac.com/working-with-us/affordable-lending/duty-to-serve/manufactured-housing 8 Local estimates provided by manufactured housing community owners of Regency and Holiday Lodge in 2019 9 Iowa Valley Habitat for Humanity. “A Study of Older Manufactured Homes in Johnson County: Too Dangerous to Ignore” (March 2010). 6 | Johnson County Mobile Home Task Force Final Report, November 2019 The federal Uniform Relocation Assistance and Real Property Acquisition Act (1970) provides a comprehensive model for administration of a relocation program and a complete list of household costs to consider when assessing the expense associate with relocation. 2. Partner with local banking institutions to back loans to owner-occupants of manufactured housing Because manufactured homes are considered personal property and not real estate, and because residents do not own the land on which their home sits, the value of manufactured houses depreciates over time. When owner-occupants need financing for repairs or updates, they find that they do not have enough equity in their home to secure a loan, regardless of their credit history or income. Cities and counties can use their resources to enable secured loans and can work with financial institutions to fulfill the institutions’ obligations for community reinvestment. 3. Establish Urban Renewal districts, triggering the option of tax-increment financing and revenue, which can then help to fund the purchase of manufactured housing communities by resident cooperatives Urban Renewal districts can extend up to 2 miles outside a city’s limits, providing protections even for communities that exist just outside incorporated areas (e.g., Sunrise Village or Modern Manor). Using this lever, cities can generate revenue— beyond general revenue and without a referendum—to be used toward the financing of manufactured housing communities purchases by resident cooperatives. Each municipality can execute this strategy based on need and the opportunities it may present.  Local Policy 4. Strengthen zoning ordinances for manufactured housing communities Johnson County, Coralville, and North Liberty have zoning ordinances (Class RMH, R-5 Mobile Home Park District, and R-FB, respectively) that affirmatively designate a neighborhood as manufactured housing. Iowa City’s manufactured housing communities have a more general zoning, but each has an additional planned development overlay that designates manufactured housing. In order for an owner to redevelop these properties, they must gain approval from Planning and Zoning and the city/county elected body. This protection is significant, as new owners have raised the threat of redeveloping properties and displacing current residents. The rezoning process grants more power to municipalities to prevent redevelopment and resulting displacement/loss of affordable housing. Another function of zoning ordinances may be to allow for smaller, individual lots which together with a manufactured or modular home can be sold and owned as real estate. 7 | Johnson County Mobile Home Task Force Final Report, November 2019 Adopting the best practices from each municipalities’ zoning for manufactured housing communities will lead to quality improvements in safety standards, amenities, etc. as well as uniformity in requirements and protections, countywide. The task force recommends reviewing the zoning ordinances of other cities and counties in Iowa to develop the strongest zoning ordinances allowed by existing law. 5. In case of annexation, implement zoning and conditional zoning agreement standards that assure the continued presence of manufactured housing and that assure protections for residents Benefits to being annexed by a city include infrastructure investments and redistributed responsibilities for maintenance, etc. In order to access these benefits, owners should be expected to retain manufactured housing and to offer protections to residents. Annexation agreements should consider the opportunity to extend protections for residents such as rental increase caps and stronger just-cause eviction standards.  Practices 6. Be specific about manufactured housing as a housing type when drafting plans, reports, and programs In the task force’s review of housing documents and housing programs, manufactured housing was often not included or marginally included as a housing type. Because manufactured housing is a significant segment of our community’s affordable housing, it is critical that we more intentionally discuss and plan for its future. Residents of manufactured housing who own their homes exist somewhere in between “owners” and “renters,” and municipalities must be more specific in acknowledging this housing scenario in housing overviews. Additionally, we found a high degree of uncertainty among residents of manufactured housing and service providers about whether manufactured homes were eligible for repair programs, loans, or other housing assistance. Stating clearly whether owners or renters of manufactured homes are eligible for a program will make it clear when services are available and when there is a gap in services for manufactured housing residents. 7. Commit to a regular review of manufactured housing communities housing stock, assessed value, and other data Included in this report is data compiled by University of Iowa College of Law students under the direction of Len Sandler, task force member and faculty at the UI College of Law. In order to make effective public policy and implement effective programs, cities and the county need reliable and current data. Cities and the county should establish a mechanism for collecting and reporting this data on a regular, ongoing basis. 8 | Johnson County Mobile Home Task Force Final Report, November 2019 8. Issue a public, joint statement in partnership with all Johnson County elected bodies against predatory ownership practices and in support of increased rights for manufactured housing residents. Although local government cannot prohibit the sale of manufactured housing communities to predatory owners, elected officials can be vocal about expectations for owners of manufactured housing communities who want to do business in Johnson County. This statement can include a commitment to preserving manufactured housing communities (rather than redeveloping them), disapproval of steep rent increases and other predatory management practices, and unequivocal support for state law changes that protect residents’ rights. We need our leaders to publicly rebuke new ownership that threatens housing stability for our some of our most economically vulnerable neighbors. The task force recommends that each elected body collaborate on a joint public statement. 9. Divest from private equity funds that generate returns for investors using predatory manufactured housing community management practices Institutional investments such as public pensions and government retirement plans may be funding private equity firms with predatory ownership practices. For example, research is currently underway to uncover whether IPERS is investing with companies that make their money by exploiting manufactured housing residents. The task force recommends a review of municipal investments and amending municipal investments as appropriate. 10. Connect with an organization like ROC USA, which assists residents in forming cooperatives to purchase and manage their manufactured housing community, e.g., “resident-owned communities.” From rocusa.com 10: “ROC USA is a non-profit social venture scaling resident ownership of manufacture home communities since 2008. Together with ROC USA Network, a group of nine regional non-profit affiliates, and ROC USA Capital, a CDFI lending subsidiary, we work with 250 resident-owned communities in 16 states.” In order to protect our manufactured housing communities, we need to ensure that these communities are owned by good-faith operators who will not sell the land to predatory owners. ROC USA provides both capital and technical assistance to residents who want to purchase their community. Municipal leaders can facilitate this connection, ensuring that residents have the knowledge and resources, with city/county support and guidance, to acquire ownership if they so choose. 10 https://rocusa.org/about-roc-usa/ 9 | Johnson County Mobile Home Task Force Final Report, November 2019 Cities may also consider amending zoning ordinances in order to allow current lease lines to become separate lots for purchase (which are likely to be smaller lots than currently allowed). Resources for the purchase of land by residents include ROC USA’s CDFI, Urban Renewal funds, state funding, and/or financing specifically designated for manufactured housing through Fannie Mae or Freddie Mac.  State advocacy/laws 11. Support, through lobbying and relationships with other municipalities, the five advocacy statements from the Iowa Manufactured Housing Residents’ Bill of Rights 11: Rent protection Right now, with only 60-day notice, park owners can impose rent increases of any amount they choose. We can no longer allow predatory out-of-state investors to target Iowa residents of manufactured housing communities with rent gouging. We need statewide protections against unjustified rent increases, including a statewide cap on frequency and percentage of rent increases and a much longer notice period for proposed increases. Good Cause Eviction Standards Owners must be required to show good cause before evicting a resident. Standards for good cause must be consistent and enforced across the state. Fair Fees Fees must be capped at reasonable levels and tied to good cause, so that owners cannot abuse fee systems to circumvent rent protections or target individual families for eviction. We need statewide limits on how much owners can charge in late fees, and a standard time frame before late fees can be assessed. Fair, Legal Leases State law must require lease provisions that spell out park owners’ responsibilities to maintain clean and safe parks and prohibit abusive lease provisions. The state must adopt a clear, effective mechanism for enforcing these guidelines and requiring owners to remove illegal provisions from leases. Resident Rights if Property Up for Sale To prevent mass displacement of low- income Iowans and destruction of affordable housing stock, local residents must be offered first right of purchase when their communities are up for sale. Current owners should be barred from evicting residents for a period long enough to allow residents to pursue local ownership. If residents are forced to move as a last resort, owners profiting from the sale of park must be required to provide significant relocation assistance. 12. Support, through lobbying and relationships with other municipalities, a tax credit program that incentivizes the transfer/sale of land to residents of the community. The sale of land to residents protects against “bad-actor” ownership and allows residents to build equity. The tax credit works by refunding, to the seller, capital gains taxes assessed after the sale of a manufactured housing community, when the sale is 11 This Bill of Rights will be circulated as a petition and presented to the Iowa Legislature for the 2020 session. 10 | Johnson County Mobile Home Task Force Final Report, November 2019 to the residents of the community. Tax incentives to encourage sale to residents are currently available in states like Montana, North Carolina, Oregon, Pennsylvania, Rhode Island, Vermont, and Washington.12 CONCLUSION These twelve recommendations outline the opportunities and limitations of local municipalities to protect and stabilize manufactured housing as a continued source of affordable housing in Johnson County. The Johnson County Mobile Home Task Force urges Johnson County and the cities of Coralville, Iowa City, and North Liberty to collaboratively enact each of the recommendations in a manner which will best serve our community. These recommendations will not fully reverse the harm caused by predatory owners. They can, however, set a course for a future where the rights of manufactured housing residents are strengthened and preserved, where cooperative ownership by residents of manufactured housing communities and the stability it can provide is nourished by partnerships among local and national resources, and where manufactured housing can continue to be a stable, safe, and affordable housing option for Johnson County households. 12 National Consumer Law Center. “Promoting Resident Ownership of Communities” (February 2015). https://www.nclc.org/images/pdf/manufactured_housing/promoting-resident-ownership2.pdf APPENDIX  Data on Manufactured Housing in Johnson County Data compiled by students with the UI Law Clinic (under the supervision of Len Sandler, Task Force Member) Narrative Private equity firms earn huge returns on their investments by taking advantage of mobile home owners’ insecurity. These firms maximize profits by jacking up lot rents. For example, available numbers on mobile home parks in Johnson County shows an average increase in lot rent since 2012 of over $170 for parks purchased by private equity firms. This well exceeded the $40 uptick for those that have not been purchased by equity firms. At one park owned by an equity firm, the current lot rent is the highest in the county: $510. Indeed, of the lot rents we could obtain, the three highest lot rents in Johnson County are all at parks owned by investment firms. See chart 2019 + 2012 Snapshot. Investment firms have also made lease agreements harder to understand. One park’s lease agreement is 24 pages long, saturated with dense legal terminology. Johnson County’s mobile home park market is attractive to potential investors. According to the Iowa City and Johnson County assessors’ offices, mobile home park values have skyrocketed. See chart Iowa City Assessor’s Original. From 2012 to 2019, numerous mobile home parks have more than doubled in value, several have doubled in value, and many others have substantially risen in value. See chart 2019 & 2012 Compared. For one park, the assessed value leaped from about $1 million in 2012 to around $10 million in 2019. See chart 2019 & 2012 Assessments Compared. Even these assessed values are far less than the sale prices of recently-sold mobile home parks. See chart 2019 Assessment & Recent Sales Compared. A majority of the parks that have sold since 2014 have sale prices approximately twice that of their 2019 assessed values. See chart 2019 Assessment & Recent Sales Compared. Based off the assessed values, we can’t predict mobile homes’ market values, and market values are what drives equity firm investment. So, with these charts, we can’t predict which mobile homes are at risk of being purchased by equity firms. Johnson County thrives only when all our communities are thriving, and the displacement of families has negative impacts on our entire community. It is unfair for a families’ housing security to depend on whether they live in a manufactured or traditional home. Sincerely, Joe Porter Clinic Law Student On behalf of Len Sandler, Zack Martin, and Cailin Smith From Brad Comer, Iowa City Assessor, 10/3/2019 Johnson County Mobile Home Parks Parcel Number Owner Name Spaces 15 Assmt/Space 2017 Assmt 17 Assmt/Space 19 Assmt 19 Assmt/Space Sale Date Sale $$/space 10-33-177-001 Regency 233 9,578$ $1,967,600 8,445$ 2,839,500$ 12,187$ 05-22-177-002 / 05-23-326-001Parkview Development 104 10,083$ $1,134,200 10,906$ 1,206,100$ 11,597$ 09-32-252-002 Iowa City Mhp, LLC 104 13,004$ $1,396,900 13,432$ 1,550,600$ 14,910$ Jun-14 1,250,000$ $12,019 06-13-152-002 Holiday Mobile Lodge, Inc 262 17,459$ $4,683,700 17,877$ 5,056,600$ 19,300$ 17-10-302-005 Burr, Richard 20 18,890$ $380,800 19,040$ 388,400$ 19,420$ 09-19-251-002 Hames Manufactured Homes 132 19,339$ $2,650,640 20,081$ 2,658,400$ 20,139$ Apr-19 5,500,000$ $41,667 06-28-464-006 Cocr Castle Mhp (Tiffin)74 21,792$ $1,638,500 22,142$ 1,661,300$ 22,450$ Jan-19 3,500,000$ $47,297 06-13-426-008 Golfview Investors LC 274 21,947$ $6,117,249 22,326$ 6,154,100$ 22,460$ Mar-19 12,300,000$ $44,891 09-18-351-018 / 09-18-351-016Modern Manor, Inc 314 23,332$ $6,208,430 19,772$ 6,208,300$ 19,772$ 06-26-301-001 Western Hills 285 24,267$ $7,018,610 24,627$ 7,035,700$ 24,687$ 10-21-376-050 Lake Ridge 392 25,748$ $9,878,280 25,200$ 9,878,300$ 25,200$ County Totals & Weighted Average 2194 20,100$ $43,074,909 19,633$ 44,637,300$ 20,345$ 19,339$ Iowa City Mobile Home Parks Parcel Number Address Spaces 15 Assmt/Space 2017 Assmt 17 Assmt/Space 19 Assmt 19 Assmt/Space Sale Date Sale $$/Space 10-04-101-001 1205 Laura Dr (Forest View)155 11,965$ 2,216,880$ 14,302$ 3,121,130$ 20,136$ 1/6/2016 4,000,000$ $25,806 10-22-135-002 2018 Waterfront Dr (Hill Top)152 12,457$ 2,156,070$ 14,185$ 3,744,060$ 24,632$ 7/28/2017 6,425,000$ $42,270 10-22-329-006 2128 S Riverside Dr 137 13,917$ 2,252,370$ 16,441$ 2,951,850$ 21,546$ 5/1/2013 $3,000,000 $21,898 10-24-376-003 2801 Hwy 6 (Bon-Aire)406 15,221$ 6,873,920$ 16,931$ 8,455,090$ 20,825$ 10-25-203-006 Heinz Rd (Saddlebrook)150 20,093$ 3,335,400$ 22,236$ 3,935,370$ 26,236$ 10-22-351-009 2254 S Riverside Dr 55 21,941$ 1,433,730$ 26,068$ 1,653,800$ 30,069$ 12/1/2014 $2,200,000 $40,000 Iowa City Totals & Weighted Average 1055 15,218$ $18,268,370 $17,316 $23,861,300 22,617$ 14,569$ $16,686 $23,089 Assessment Asessment Per Space Assessment Asessment Per Space Lake Ridge 392 9,878,300$ 25,200$ 1,017,618$ 2,596$ 8,860,682$ Western Hills 285 7,035,700$ 24,687$ 5,850,500$ 20,528$ 1,185,200$ Modern Manor, Inc 314 6,208,300$ 19,772$ 2,386,300$ 7,600$ 3,822,000$ Golfview Investors LC 274 6,154,100$ 22,460$ 4,940,600$ 18,031$ 1,213,500$ Holiday Mobile Lodge, Inc 262 5,056,600$ 19,300$ 4,468,520$ 17,055$ 588,080$ Regency 233 2,839,500$ 12,187$ 3,300,000$ 14,163$ (460,500)$ Sunrise 132 2,658,400$ 20,139$ 1,141,300$ 8,646$ 1,517,100$ Clear Creek 74 1,661,300$ 22,450$ 1,020,400$ 13,789$ 640,900$ Breckenridge 104 1,550,600$ 14,910$ 1,434,700$ 13,795$ 115,900$ Parkview 104 1,206,100$ 11,597$ 517,050$ 4,972$ 689,050$ Burr, Richard 20 388,400$ 19,420$ --- Totals & Weighted Average 2194 44,637,300$ 20,345$ 26,076,988$ 11,886$ Median $19,772 13,792$ Assessment Asessment/ Space Assessment Asessment/ Space Forest View 155 3,121,130$ 20,136$ 1,257,120$ 8,110$ 1,864,010$ Hill Top 152 3,744,060$ 24,632$ 1,353,180$ 8,903$ 2,390,880$ Cole's 137 2,951,850$ 21,546$ 1,414,480$ 10,325$ 1,537,370$ Bon-Aire 406 8,455,090$ 20,825$ 4,985,180$ 12,279$ 3,469,910$ Saddlebrook 150 3,935,370$ 26,236$ 2,604,450$ 17,363$ 1,330,920$ Cole's 55 1,653,800$ 30,069$ 860,030$ 15,637$ 793,770$ Totals & Weighted Average 1055 $23,861,300 22,617$ 12,474,440$ 11,824$ Median $23,089 11,302$ 2012 Change in ValueNameSpaces Johnson County Mobile Home Parks: 2019 and 2012 Change in Assessed Value Iowa City Mobile Home Parks: 2019 and 2012 Change in Assessed Value 2019 2012 Change in ValueNameSpaces 2019 University of Iowa Law and Policy in Action Clinic, October 2019 Sale Date Name Spaces Assessment Per Space Date Sale Price Per Space Lake Ridge 392 9,878,300$ 25,200$ -- Western Hills 285 7,035,700$ 24,687$ -- Modern Manor, Inc 314 6,208,300$ 19,772$ -- Golfview Investors LC 274 6,154,100$ 22,460$ Mar-19 12,300,000$ 44,891$ Holiday Mobile Lodge, Inc 262 5,056,600$ 19,300$ -- Regency 233 2,839,500$ 12,187$ -- Sunrise 132 2,658,400$ 20,139$ Apr-19 5,500,000$ 41,667$ Clear Creek 74 1,661,300$ 22,450$ Jan-19 3,500,000$ 47,297$ Breckenridge 104 1,550,600$ 14,910$ Jun-14 1,250,000$ 12,019$ Parkview 104 1,206,100$ 11,597$ -- Burr, Richard 20 388,400$ 19,420$ -- Totals & Average 2194 44,637,300$ 20,345$ --- Sale Date Name Spaces Assessment Per Space Date Sale Price Per Space Forest View 155 3,121,130$ 20,136$ 1/6/2016 4,000,000$ 25,806$ Hill Top 152 3,744,060$ 24,632$ 7/28/2017 6,425,000$ 42,270$ Cole's 137 2,951,850$ 21,546$ 5/1/2013 3,000,000$ 21,898$ Bon-Aire 406 8,455,090$ 20,825$ -- Saddlebrook 150 3,935,370$ 26,236$ -- Cole's 55 1,653,800$ 30,069$ 12/1/2014 2,200,000$ 40,000$ Totals & Average 1055 23,861,300$ 22,617$ --- Johnson County Mobile Home Parks 2019 Assessment & Recent Sales Comparison Iowa City Mobile Home Parks 2019 Assessment & Recent Sales Comparison 2019 Recent Sale 2019 Recent Sale University of Iowa Law and Policy in Action Clinic, October 2019 Name Owner Year Location Acres Total Lots Empty Lots Assessment 2012: Baculis MH Lodge David Sr. and Karen Baculis 1970 Iowa City 20 115 10 $1,414,480 $300 ALL 2019: Cole's MHP BTM & J Ltd.1970 Iowa City 17.95 139 $2,951,850 $345 ALL 2012: Bon Aire MH Lodge Bon Aire Mobile Home Lodge Inc.1967 Iowa City 61.11 351 52 $4,895,180 $275 $290 SW DW 2019: Bon Aire MH Lodge Bon Aire Mobile Home Lodge Inc.1967 Iowa City 61.11 384 $8,455,090 $345 $360 SW DW 2012: Breckenridge Estates Dennis & Connie Huedepohl 1959 Johnson County 12.49 94 5 $1,434,700 $290 ALL 2019: Breckenridge Estates Iowa City Mhp LLC 1959 Johnson County 32.77 104 $1,690,154 $445 SW 2012: Clear Creek MH Park James F. Riggan Tiffin 62 11 $1,020,400 2019: Clear Creek MH Park Cocr Castle Mhp, LLC 1973 Tiffin 14.26 76 $1,810,817 $420 All 2012: Forestview Trailer Ct Btm & J Ltd 1950 Iowa City 15.6 153 2 $1,257,120 $290 SW 2019: Forestview Trailer Ct North Dubuque LLC 1950 Iowa City 15.6 154 $3,121,130 $310 All 2012: Golfview MH Park Golfview Investors LC 1984 North Liberty 48.581 222 30 $4,940,600 $275 $285 SW DW 2019: Golfview MH Park Mh Golfview, LLC 1996 North Liberty 48.58 274 $6,201,200 $475 $450 Corner Other Reported Lot Rent Page 1 of 3 Name Owner Year Location Acres Total Lots Empty Lots Assessment 2012: Hawkeye Trailer Ct Hawkeye Trailer Court 1966 Iowa City 1.89 10 1 $192,320 2019: Hawkeye Trailer Ct TP Holdings 1966 Iowa City 1.89 10 $338,260 2012: Hilltop MH Park MJ Dahlen Hilltop LLC 1957 Iowa City 15.38 147 3 $1,353,180 $290 SW 2019: Hilltop MH Park Cole Family Investment, Inc.1957 Iowa City 15.42 152 2 $3,744,060 $335 $350 SW DW 2012: Holiday MH Court Holiday Mobile Lodge Inc.1966 North Liberty 32.77 248 25 $4,468,520 $255 ALL 2019: Holiday MH Park Holiday Mobile Lodge Inc.1966 North Liberty 32.77 262 $5,056,600 2012: Knollwood MH Park Knollwood Mobile Home Park LLC 1960 Johnson County 3.5 12 $337,510 2019: Not in operation 2012: Lake Ridge Estates Jebb LC 1994 Johnson County 74 400 5 $1,017,618 $325 ALL 2019: Lake Ridge Estates Jebb LC 1994 Johnson County 113 428 $10,000,700 $350 All 2012: Michael F Camp Prop.Michael F. Camp 1960 Iowa City 0.99 7 0 $140,140 $230 SW 2019: Not in operation Reported Lot Rent Page 2 of 3 Name Owner Year Location Acres Total Lots Empty Lots Assessment 2012: Modern Manor Modern Manor Inc.1983 Johnson County 48.48 313 2 $2,386,300 $350 ALL 2019: Modern Manor Modern Manor Inc.1982 Johnson County 48.85 315 $6,210,900 $340 All 2012: Parkview MH Parkview Development 1970 Oxford 79.82 79 62 $517,050 2019: Parkview MH Parkview Development 1970 Oxford 79.82 $948,400 2012: Regency MH Community Regency Iowa City Inc.1971 Johnson County 41.26 186 54 $3,300,000 $400 ALL 2019: Regency MH Community Regency Iowa City Inc.1971 Johnson County 41.26 234 $2,843,900 2012: Saddlebrook Paddock LLC 1999 Iowa City 31.66 136 0 $2,604,450 2019: Saddlebrook Paddock LLC 1999 Iowa City 28.63 133 $3,935,370 2012: Sunrise MH Village Hames Manufactured Home Communities LP 1971 Johnson County 26.72 133 3 $1,141,300 2019: Sunrise MH Village Sinrise Village, LLC 1971 Johnson County 24.42 132 $2,658,400 $510 All 2012: Thatcher MH Park Jim Hammes 1974 Iowa City 14.36 53 0 $860,030 $310 ALL 2019: Cole's MHP (former Thatcher)Cole's Community LLC 1974 Iowa City 14.36 55 $1,653,800 $345 ALL 2012: Western Hills M Estates Gordon Family Trust etc.1972 Coralville 81.43 209 70 $5,850,500 $325 DW 2019: Western Hills M Estates Gordon Family Trust 1972 Coralville 72.1 $6,942,400 Reported Lot Rent Page 3 of 3 MINUTES PRELIMINARY HOUSING AND COMMUNITY DEVELOPMENT COMMISSION DECEMBER 19, 2019 – 6:30 PM SENIOR CENTER, ROOM 202 MEMBERS PRESENT: Peggy Aguilar (via phone), Megan Alter, Charlie Eastham, Vanessa Fixmer-Oraiz, Lyn Dee Kealey, John McKinstry MEMBERS ABSENT: Matt Drabek, Peter Nkumu, Maria Padron STAFF PRESENT: Kirk Lehmann, Erika Kubly OTHERS PRESENT: Nicki Ross, Sofia Mehaffey, Lindsay Glynn, Barbara Vinograde, Ellen McCabe, Delaney Dixon, Missie Forbes, Lucy Barker, Jason Barker, Sara Barron, Adam Robinson, Cady Gerlach, Roger Goedken, Becci Reedus RECOMMENDATIONS TO CITY COUNCIL: By a vote of 6-0 HCDC requests a joint meeting with Council about Aid to Agencies being a priority for budget allocations. By a vote of 6-0 HCDC recommends to City Council approval of the City Steps 2025 draft, Consolidated Plan for 2021-2025, with changes as discussed in the meeting. By a vote of 6-0 HCDC approves FY21 Application Materials, with changes as discussed in the meeting. CALL MEETING TO ORDER: Fixmer-Oraiz called the meeting to order at 6:30 PM. PUBLIC COMMENT FOR TOPICS NOT ON THE AGENDA: Lucy Barker (Houses into Homes) noted that they asked to come and share with HCDC about what Houses into Homes does, so staff invited them to speak during public comment. Barker walked through a handout they provided. Since November 2018, they received 197 referrals which included 661 individuals. Nearly half of referrals came from the School District and another quarter came from DVIP. The remainder comes from other agencies such as PATH, UAY, Shelter House, and others. During that same time, Houses into Homes delivered to 157 households, serving 598 individuals. Their current waiting list went from 10 households to 40 households which was a sudden large increase in demand. Barker noted they need a paid staff person who can dedicate the time to the program because right now they have her and Selena, who has more than full time job. They’re both doing this work as volunteers and it takes nearly two full time positions a week to get it done. They talked to some City Councilors who suggested they make a request of City Council because 60% of their deliveries are to Iowa City residents and also it covers much of the school district. Lehmann stated the result of the meeting was City Council allocated $25,000 but part of that was going to possibly come from a grant. Barker noted they have already been working with the landfill and recycling and applied for a grant, and Willis Dady is going to work on a mattress recycling, where they take apart all the pieces and use those. Barker stated they are the only Housing and Community Development Commission December 19, 2019 Page 2 of 18 reliable mattress recycling in eastern Iowa or at least in the area. Barker confirmed Council approved $25,000 with $10,000 most likely coming from that grant and then the other from the affordable housing fund. Eastham stated the school district doesn't have any source of funds that the district itself can use to offset a service like this, and he made that point to the council last Tuesday night. McKinstry asked what is the annual budget for the coming year and total budget for Houses into Homes? Also in the future in terms of sustainability, do they plan to participate in the Aid to Agency's funding process? Barker confirmed they do and stated they are young enough that they don't qualify for the legacy funding so they will be applying for the aid to emerging agencies in the next round that comes up in January. Jason Barker (Houses into Homes) stated he is Lucy's husband and ended up as the bookkeeper, driving the 26-foot truck, and he’s a physician at the hospital and an educator at the College of Medicine. With regards to the question on yearly budget, he’d like to clarify if that means what they anticipate with adding on a full-time position, or for the 12 months going forward. McKinstry asked what they spent in the last year and they anticipate spending this year, and if they have a projection for next year. Barker stated he can give estimates, for the last year to date, it is in the order of $40,000 in expenditures. They have had approximately $50,000 in income; they have been trying to maintain a cash amount that in the event that all income dried up they would not get kicked out of their 3500 square foot building because that's really what makes this possible. Barker added they’ve been paying about 0.4 FTEs for Selena for about the last six months, so she's had some partial support but that really only covers two days. Going forward, he estimates that they could take that $40,000 in expenditures and add on the order of $65,000 total payroll expense. Barker doesn’t believe there will be major changes from that, but they haven't had the official board meeting to give the blessing on this, so it is just a good faith estimate for right now. The space they have is very good, it's really well located. Barker foresees probably a bit of an increase in some expenditures and will increase the number of deliveries per month from one to hopefully two so an increase in gas and rental. Lucy Barker added that their ask of City Council was one time because they just can't get ahead on fundraising and grant writing. Part of the plan is becoming sustainable Fixmer-Oraiz commented the Commission has been working closely with many nonprofit organizations, and everybody does amazing work. It cannot be said what one does is any more important than what everybody else does so the Commission has worked hard to make sure they create a funding process that's transparent for agencies that have been long standing. Fixmer-Oraiz agrees emergency funding would be great and is something she thinks is a good thing, but to give perspective, there's quite an extensive process, an application requiring organizations to show their budgets and proposed budgets and the demographics they serve. Therefore, it took a lot of the Commission by surprise that this allocation happened the way it did, and that Houses into Homes asked for more money than is given to a lot of organizations that have been around for 15, 20 or 30 years. Fixmer-Oraiz acknowledged what Houses to Homes does is obviously important to the community however, this is an opportunity to have a conversation about the process and then also to potentially talk with City Council. Fixmer-Oraiz notes there has to be goodwill between these organizations and the City, everyone cannot just show up and talk to Council and get some money. Fixmer-Oraiz stressed this is not about Houses to Homes, she just wanted to put that out there because there has been some sidelining and the Commission has worked hard to make a transparent process that makes it fair for everybody. Fixmer-Oraiz also recognizes there is an incredible community of nonprofits that do phenomenal work and we need to support them all. The best the Commission is make recommendations, but this process caught a lot of them by surprise. Fixmer-Oraiz would like to continue working with Houses to Homes and others on how the Commission can make things better, perhaps do more education with City Council members or City staff or wherever to remind them there is a process in place and they really need to honor it in fairness to everybody. Housing and Community Development Commission December 19, 2019 Page 3 of 18 Lehmann noted this conversation should continue but on upcoming meeting agendas. QUESTION & ANSWER SESSION FOR FY21 LEGACY AID TO AGENCIES (A2A) APPLICATIONS: Fixmer-Oraiz noted the applications have been online, some Commissioners may have questions and there are folks in the audience. Lehmann began by noting HCDC said they would only ask questions in advance with the idea that people would be able to come prepared to the meeting to answer them. He noted they ended up having three questions and he received two written responses. Lehmann stated the first questions was to Horizons as it was noticed there seemed to be smaller amounts of nonwhite and Hispanic folks that they serve, they serve an elderly population, but it's always important to talk about ways to improve inclusion or how are they trying to address any potential gaps. The response was from Sophia Mehaffey with Horizons who wrote “Good morning. Because I get this question frequently from this group I have data printed from February when I researched it again. So the percentage breakdown for older adults does not match the overall percentage breakdown for either Latinx or black people. Put another way, there are far more young people of color than older people of color in Johnson County. In the Latinx community, the total percentage of Johnson County in 2017 was 5%. Only 0.1% of Johnson County residents would be both Latinx and older adults eligible for Meals on Wheels or congregate dining and of those not all will actually want the service. For the black population, the total percentage in Johnson County in 2017 was just over 6%. However, only 0.16% of Johnson County residents were both black and older adults who will also be eligible for Meals on Wheels. The increase in diversity in our communities is absolutely phenomenal change and as a black woman I welcome that with open arms. By and large, the people coming to this community are younger than my client base. As this group ages we will be honored to provide services to all who are of age to qualify for them but must also unfortunately point to our lower life expectancy, it may impact the data in the future. In the meantime, we are working to ensure that information about a program is available in an accessible way into that and we are currently seeking translation services for our print materials. I'll be in attendance at the upcoming meeting will be happy to discuss it further, if it's helpful.” Lehmann noted again the question was HCDC noticed there were discrepancies in the number of black and Latinx populations that Horizons was serving and HCDC wanted to provide them an opportunity to talk about it. Sophia Mehaffey (Elder Services, Horizons) noted the way it was phrased when she looked through the minutes is that as an agency they are serving a smaller percentage as compared to other organizations. The other organization noted as serving lower numbers was Pathways, which happens to also serve older adults and would be impacted in the same way. Mehaffey acknowledged it's not 2017 anymore and there is going to be another census coming up that will supply new data and it might look a little bit different, though she does not think it's going to swing completely the other way, so it probably still won't completely match the overall percentage of youth in terms of people of color. Eastham stated he is interested among older adults who are eligible for Meals on Wheels, older eligible adults who are over 60, what percentage of that population is Latinx, Black, Asian and white and how do those percentages compare. Mehaffey replied that the question he’s asking is, in terms of the population they actually serve, does that match the population that is here? She confirmed yes, it's a small number of people, it's like one or two or three, but in this city they are only serving 150 people roughly total. Eastham noted in in advocating for the Commission, having data on the demographic breakdown for each agency, which he recognizes is difficult to do for some services, he believes the Commission has a responsibility to see what they can do to understand how well they are serving people of color in the Housing and Community Development Commission December 19, 2019 Page 4 of 18 community, no matter their ages. He is not criticizing any agency; he is trying to exercise what he thinks is the responsibility. Fixmer-Oraiz noted she’d like to hear from all organizations as they go through the process what can the HCDC do for them? Mehaffey noted that is an interesting question, she’s never been asked that before. Fixmer-Oraiz said it doesn’t have to be answered today but wants the Commission to be held accountable to the agencies that they give recommendations on. Mehaffey thinks one helpful value add would be serving as a liaison, helping the organizations to understand the City priorities and how they can either frame or shape the work that they do in order to help the City achieve its goals. Fixmer-Oraiz thanks Mehaffey for that answer and believes that is something the Commission should talk more about. Lehmann stated the second question they had was to the Free Lunch Program. HCDC asked them to explain the carryover balance and they were supplied the minutes from the last meeting for clarification on the question. Rhonda Lipsius responded, “Dear. Kirk, thank you for your question and documentation so I can address the questions from the committee. Quoting from the minutes “Fixmer-Oraiz has a question with the Free Lunch Program that's red items for fund balance the caregiver balance from the previous year and their ending fund balance was also negative. Lehmann stated he hasn't talked to them about it when he was going through the applications, his hunch was that it was more an error of the boxes and misunderstanding, possibly is what carryover funds meant. Or maybe they don't have carryover funds and so they're trying to fit a square peg into a round hole. It is something that Commission can ask about.” My response is you are correct in that I have made an error in submission of the figures. I assure you we're not trying to fit a square peg in a round hole. I did not add the certificate of deposits we have in the carryover balance I listed them in the reserve funds line. Perhaps I should have listed them in both places, I'm going to visit with Patty at United Way to ask for help and understanding this better. There's three CDs and a checking and savings account that total $180,000 and some change. I will work with Patty to get this area on the application corrected. I would like to clarify the FY21 Form A which is agency salaries and benefits. Please note that the $31,673 director salary is for two part time directors one at 15 hours a week and one to 10 hours a week. Regarding the second question, quoting from the minutes, “Padron noted regarding the two agencies not serving enough diversity, she feels it's unfair to ask them about diversity when every year they receive no information from the free lunch program on who they serve so she doesn't think it can be held against one agency that said enough people when another agency doesn't report it all. Lehmann stated they're trying to quantify some of these things, asking agencies to address it in their narrative so it's going to be a less subjective measure than the ones that provide the data. It's more as they added the question regarding if agency promotes racial equity and positivity from marginalized populations within the LGBTQ, immigrants, refugees and those disabilities. Padron said they specifically added that the question because the free lunch program they state they do not discriminate they serve whoever comes to the door” Respecting the dignity of the guests has been the cornerstone of our service “an open door, a full plate, no questions asked.” This guiding principle of unconditional respect and hospitality is the mission the free lunch program, we do not document serving our guests, we serve a free, nutritious meal that anyone and everyone who enters our door with no questions asked. We do not and are not going to document our guests they are treated as a guest in our home would be or a member of the family. Our guests are very diverse group males, females, LGBTQ individuals, African Americans, Hispanics, Asians, Caucasians, elderly, middle age, college age and children. Those who are physically or mentally disabled and those individuals with drug and alcohol dependencies are welcome. All of the committee members area welcome to come to free lunch any day Monday through Saturday at 11:30am and get in line with this wonderfully diverse group of human beings and share delicious meal at noon with them engaging in conversation. Since we do not document guest this may be the only way to see for yourselves. We do not discriminate against anyone I'm open to any suggestions as to how I could fill out Form B, Agency Demographics, when I have no documentation of backup in the numbers I would enter here. I do list the number of meals we serve per year, which is averaging 40,000 meals per year this summer shows that the program works. I'll be out of town the date of the meeting so if you have any further questions please contact via email or phone.” Housing and Community Development Commission December 19, 2019 Page 5 of 18 Lehmann noted it was as they suspected. Fixmer-Oraiz stated she will follow up with Rhonda that they did add that question specifically for Free Lunch because they knew that there was no demographic information collected. Fixmer-Oraiz wants to reiterate with her they understand and that wasn't the question sent, it was just noted in the minutes and she desired to respond to it, which is perfectly okay. Last question was sent to Pathways, it was the same question that was sent to Horizons. Lindsay Glynn (Executive Director of Aging Services, Pathways) stated Pathways Adult Day Center is part of their agency. Her answer mimics Mahaffey’s exactly, she can happily say who they serve at Pathways is a reflection of older adults of color. She actually started in the same boat as Mehaffey comparing if who they serve is a reflection of the community and when one looks at the data, it is. She wants to make sure that we're serving everyone, and she’s put a lot of thought into this because it's important to make sure they are serving all individuals that need assistance. One of the specific things that came up in the question is regarding outreach in order to make sure that people are aware of the services. However the topic is deeper than outreach, there's been little research on older adults of color, how they age, how caregivers respond to their caregiving role. But what the research shows, in the little amount that it is, older adults of color experienced this differently than the white community. For example, they're much less likely to seek out help because of their own feelings of responsibility. They actually have lower stress levels than white caregivers because of culture, they're raised to have stronger family attachments and as people age, they're less likely to fear or feel overwhelmed by that role. There are also other data points that's been found in research. Glynn noted her whole point is that as a white person, she doesn’t fully understand what people of color are experiencing. So as they move forward, Aging Services is dedicated to get a better understanding of how to actually serve that population. Doing customer discovery, sitting down having conversations about what it's like to be an older adult of color, what it's like to be a family member of color, and how can their organization best serve those folks. She would love to see the life expectancy of black older adults grow and as a society continuing to make strides to ensure that we are serving all people, regardless of their color throughout the lifespan. Aging Services is dedicated to being part of that and being part of helping older adults of color as they age. Fixmer-Oraiz asked how can HCDC help their organization? Glynn replied helping older adults in this line of work, it consistently feels like older adults are put on the back burner or the last population to be thought of. Therefore, just continuing to be mindful that older adults are here and they need our help, it's incredibly rewarding to work with them. Glynn noted there is a lot of attention and focus on young families, which they need our help too, but older adults are important as well. Lehmann noted that answers the three questions that were submitted in advance of the meeting. Fixmer-Oraiz noted the Commission is not taking any action at this meeting, but opened the floor for any other questions or comments. Becci Reedus (CommUnity Crisis Services) asked how and when they will know what the total funds to be distributed will be determined. Kubly stated Council budgeting will start in January and they'll determine that. Reedus asked if the Commission will have input into recommendations. Kubly stated they have done staff level budgeting; it goes to staff and then to Finance and then the City Manager and then the Council. Reedus asked if Kubly could share with them what the recommendation is, is it going to be reduced from $675,000 from last year. Kubly said it's likely to be reduced but she doesn’t have the exact number. Eastham still maintains the Commission has a vital role to play in recommending the Aid to Agency budget to Council. Reedus stated she spoke to two City Councilors who would support a minimum of $675,000 and Reedus suggested a 5% increase over that. Reedus said they were told last year that Council would fund Aid to Agencies at the $675,000 but not to expect it the next year. Therefore that's where they went into the Housing and Community Development Commission December 19, 2019 Page 6 of 18 process and $564,000 is what agencies requested, which would be a 60% increase over the $400,000 that had historically been considered. That does not mean that they don't need the $675,000. Reedus noted the other issue is in finding new funds for the Housing into Homes organization. She is only speaking for her organization but knows many agencies are holding their breath for the next 30 days to see what the federal tax code change is going to do. CommUnity Crisis Services is already seeing some reductions and they’ve seen an increase in need in the first quarter, they had an 8% increase in clients. Last year they distributed 2 million pounds of food and in this year’s first quarter they distributed 200,000 pounds more than that, over 500,000 pounds in a quarter. So with the additional funds they received this year they put it into a Saturday food pantry, which they can't do without having staff people and they have two or three working because they can't open a pantry with only one staff person. Reedus noted all the other agencies likely have similar stories. They’ve had some great discussions with City Council and great discussions with staff. The discussions with staff were forward reaching in terms of where they were going to look for new funds. They talked about the utility tax, and staff decided that they shouldn't move forward on utility tax that local option sales tax is a possibility, but that's two or three years down the road. Meanwhile there is this gap and we don't even know if we can get local option sales tax passed. Reedus stated in her last discussion with Geoff Fruin (City Manager) she told him that she was going to encourage the Commission to advocate for $675,000 plus a 5% increase over last year. There is now another agency, Houses into Homes. Reedus is not suggesting that each agency is given an increase on top of what they got last year, that is just the pot of money to be distributed. The Commission will make the decisions in terms of distributing up that money based on applications and need. Reedus reiterated they need an increase over last year and that's where they should start. Lehmann noted this year $660,300 in funds were requested. Reedus asks that they don't go backwards, that they keep moving forward, because they’ve got a critical next couple of years to get through before they can really solidify funding first agencies with local option sales tax. Alter asked how many years funding was stagnant. Reedus stated at least 10. McKinstry noted the new Consolidated Plan has a commitment to local funding for Aid to Agencies. Alter stated there was the notion that we can't do this every year, but there's a commitment to incremental increases. However, if it was stagnant for so long, and the need is so great, and with new tax changes and a dip in giving, there's a basis for this as a good model moving forward for the City's responsibilities. Eastham really appreciates Reedus’ recommendation, it gives him and the Commission what he is looking for which is a recommendation from agencies about what the Aid to Agencies budget should be. Fixmer-Oraiz is curious to talk amongst the Commission to request another joint meeting with Council and invite an Agency Impact Coalition (AIC) representative. It is the Commission’s role to help advocate and she is trying to think about what the best way would be. She acknowledged some have talked to City Councilors and would highly recommend everyone do that, it really helps. Fixmer-Oraiz thinks they should request having a joint meeting and similarly giving an update on need. Reedus believes her guess is going to be that because they were told they would not be able to get that money again, people reduced the amount they requested, and everybody should request what their need is because even if the City can't fund it, it's important for them to know what it costs to do the programs that serve the community. Reedus stated an education of the services they provide to problems that exist in the community, education that it doesn't matter if they’re large or small. Earning $1 is hard work and the larger wealth in the community in terms of fundraising is not there. Even as a larger organization, they can't tap into that wealth. Oftentimes there's the larger university campaigns or large arts campaigns and agencies are forgotten. However they serve the neediest populations and that need is not getting any smaller, it's getting bigger and they are struggling in their facilities, with their budgets, and figuring out how they’re going to keep it going. Reedus was asked today by a board member which programs would Housing and Community Development Commission December 19, 2019 Page 7 of 18 be on the chopping block if they have to eliminate a program. CommUnity is about to enter the 50th year so to think about which of the program to cut is hard. Is it basic needs, the food bank, crisis intervention services? Those are things that as a business they have to begin to look at if they can't start to figure out where they’re going to get increases. They are going to have a difficult time trying to serve more people, they don't turn anybody away. The Food Bank closes at five o'clock and at five o'clock the waiting room was completely full standing room, volunteers and staff didn't get out till eight o'clock because the doors were locked but they continued serving everybody. So those are the problems that they have, the capacity is overwhelming and it would be nice to hire more staff but they don’t have the funds to do that. Reedus stated agencies such as theirs shouldn't be an afterthought and asks the Commission to keep moving them forward into a first thought in people's mind in terms of importance, we are a community that cares about people, we have a wonderful volunteer rate that speaks to our compassion for others and it should show in the kinds of funds that are contributed to keep us strong and keep us going. McKinstry commended legacy agencies for getting together, talking to each other, and coming up with a plan for influencing the process. If there's any way that the Commission can make a recommendation early enough in the budgeting process to assist agencies making their case with Council he is in favor . Fixmer-Oraiz suggests requesting a joint meeting if they can. Lehman stated last time HCDC requested a joint meeting in their recommendation to Council in January. Alter noted there are new Council members coming in so this is going to be great for them to learn, plus repetition helps this not be an afterthought. The agencies are serving the community well and shouldn't be considered a handout. The city is growing and so is the need. It's important to have recurring meetings at budget time and other times to talk about the needs of the community. Eastham noted anyone who is vaguely familiar with the City's budget understands that a $300,000 to $400,000 increase for Aid to Agencies is a small part of what's available to the City in terms of revenue. Reedus also noted it is important to keep local option sales tax moving forward if that's going to be a mechanism get the funds they need. She is afraid it's going to linger for a while so that movement needs to keep pushing forward and get on the table and start to talk about what an agency allocation would be. Fixmer-Oraiz would like to get some education on what getting local option sales tax moving even looks like, what is the process. Lehmann noted it should be a future agenda item after the funding cycle. Sara Barron (Affordable Housing Coalition) stated the Affordable Housing Coalition has discussed whether to weigh in on the Aid to Agencies process, all the things being discussed. They decided their role is to advocate for making the pie bigger. They don't need to weigh in on how money is allocated, their job is to say all these agencies are underfunded right now and they’re going to continue to support the Agency Impact Coalition and all of the agencies who look to the City for funding. Barron wanted to point out that the services provided by these nonprofits that get money through Aid to Agencies are services that you could make an argument that the government should provide, helping people meet their basic needs, so she encourages the Commission to advocate for these nonprofits as vendors to the city, that they could present a bill for the work they're doing on behalf of the City and get it paid. The City routinely does a sidewalk improvement project or capital improvement project, that is a million dollars or two million dollars, and that's for one little project. If the City were to get a bill from all these nonprofits for the services that they provide to the residents of Iowa City it would be far greater than $700,000. So instead of thinking of this as a charity or handout really this is paying a bill to vendors who are providing needed services to the community on behalf of the local government. And how lucky are we to have skilled professionals, they're not laying bricks, they're not laying sidewalks, they're providing another type of professional, vendor based skill of social services that support our residents and they deserve to be treated like the professionals that we contract with for any other City service. Housing and Community Development Commission December 19, 2019 Page 8 of 18 Barbara Vinograde (Iowa City Free Medical Clinic) stated she echoes everything that has been said by colleagues from other nonprofits. She acknowledged the investments the City makes in the nonprofits is invaluable. She was talking with the medical director today about when someone comes in for a visit at the free clinic they receive not only an exam, but medications on site, labs on site, radiology procedures, education, and referrals to other agencies and institutions. The complexity of what they’re seeing at the free clinic, the complexity and diversity of the people we're serving now, it's challenging. But it's also incredibly exciting and rewarding to be able to meet the needs of the people who are out there. Vinograde knows all the nonprofits in town are doing this, so she feels like she is preaching to the choir but wanted to reiterate in interactions with the council that what they’re providing is basic needs for people. Think what it would be like if you woke up sick and rather than thinking about calling the doctor to make an appointment, you had to think I can't afford to go to the doctor. It's something to be reminded of every day. Vinograde has never asked for much money from the City because they haven't received it. They receive generous funding from Johnson County and the United Way, she would love to see that matched by Iowa City. So as far as what she wants from HCDC, it’s being done, you are asking us what we're doing, how we're doing, what the needs are out there. Vinograde appreciates everything the Commission is doing and advocating for nonprofits. Eastham asked if an increased request can be included in the Agency Impact Coalition request. Vinograde stated that the Agency Impact Coalition has been a wonderful group to work with. McKinstry asked the Commission what to do to move things forward? Should they put some language in a motion. Fixmer-Oraiz thinks that would be best. Kubly said if they are making a recommendation for funding, then they’ll need to vote on that, but if they’re just using a joint meeting they can just do that. Lehmann noted that as part of a conversation at today’s meeting the Commission can send a request to Council that they would like a joint meeting. He thinks they should still vote on it, but no action can be taken on funding. Alter moved and Eastman seconded and by a vote of 6-0 HCDC requests a joint meeting with Council about Aid to Agencies being a priority for budget allocations. Lehmann suggested sending a memo to Council stating the Commission discussed this and is requesting a meeting in January. Eastham asked for a simple, straightforward memo a couple of paragraphs at most. Fixmer-Oraiz asked if they are requesting a joint meeting is there interest from AIC members to have a representative attend? Lehmann said it would be a public meeting so AIC members could attend and be ready to make comments. Fixmer-Oraiz suggested putting in the memo a request to have a member of AIC at the meeting to speak. Alter noted the meeting should be framed about what are the priorities of Council moving forward as they’re solidifying City Steps and as they’re looking at budgeting what is the agenda priority wise. These are basic needs of the City and we encourage City Council to start envisioning that way and how does that fit into the priorities and goals of City Council. CONSIDER RECOMMENDATION OF CITY STEPS 2025 DRAFT, CONSOLIDATED PLAN FOR 2021- 2025: Lehmann stated the City Steps 2025 is the Consolidated Plan, they’ve been talking about for a while, it identifies the needs of low and moderate income households in Iowa City, the federal resources that the City of Iowa City has to address those, specifically CDBG and HOME, and then different ways that the City plans on allocating those funds over the next five years. It contains a broad strategy along with the needs assessment and the housing study, all to be approved by the Commission today. Additionally it Housing and Community Development Commission December 19, 2019 Page 9 of 18 includes the annual action plan for FY21, and future annual action plans will also be approved every year. Everything will get sent to HUD in May when they approve that final part of the Plan. Lehmann noted one reason that this is being reviewed now is to get through the funding process because the CDBG/HOME round has to wait until after some of these items are approved to solidify what the application would look like and how that's going to work over the next five years. Lehmann talked briefly about the Plan, noting they had a few comments so far in the public comment stage which is happening right now, and people are welcome to share comments at this meeting. Any verbal comments and the minutes of this meeting will be incorporated in the document. They also have several comments from individuals that will also be incorporated in the document. Lehmann distributed a memo of potential changes and he’ll discuss those as soon as he’s done talking about the broader changes that are in this Consolidated Plan specifically. With this Consolidated Plan some of the biggest changes are tied to the Aid to Agencies process, as well as some preferences for capital improvements for those that responded in advance about their capital needs. Lehmann noted he will jump around as he goes through these. The first change about agencies is on page 145. On that page, they added in a section to talk about the Aid to Agencies process specifically that in the future, legacy agencies will be named in the Consolidated Plan which will support continuity over the next five years. Thereafter at the next plan, in five years, that list can be updated. Lehmann added just because an agency is on the list doesn't mean that they would be funded, but it means that they would be considered a legacy agency for the purpose of those grant funds. Legacy agencies listed in the Plan are those agencies designated as legacy agencies this year, or that have been since that distinction was created. Lehmann stated there are opportunities to change the list through Consolidated Plan amendments if agencies come or go, depending on how HCDC wants to deal with that. HCDC will review the Plan every year too so there is always an opportunity to change legacy agencies at that point in time. This was something that is brand new, and he wanted to call attention to. The capital improvements preference is on page 39, it's a brief section that will be added into ranking criteria. This page talks about which agencies responded to the public facility surveys and what agencies listed as their capital improvements needs over the next five years. This does not restricting public facilities projects to mentioned projects, but the fact that they're thinking about needs in advance will give them bonus points because they had some forethought and responded. Lehmann reiterated things can be amended. This will help the City and HCDC try to better plan how it's going to allocate CDBG funds. Alter asked if there would be anything regarding possible emergency items, like an agency wasn’t planning on anything but then an emergency (like storm damage and needing a new roof) happens. Lehmann stated the points for CDBG/HOME was not changed as much as it was for Aid to Agencies because it's generally easier to score these kinds of projects. It's a guide and implies that the Commission values forethought, though there are also a bunch of other criteria that are in the rubric. Lehmann stated when talking about different projects, the City maintains several project categories that we lump things into, such as “other affordable housing,” “economic development”, or “planning,” one such category is infrastructure, called Neighborhood Improvements. For neighborhood improvement projects, they added the ability to do sustainability improvements. In the past, this category has been used for park projects in low income areas or curb cuts to improve accessibility in low income areas. The idea is that if there's work that needs to be done, or street drainage, or, they wanted to be able to fit in and especially call out that sustainability should be a part of those projects, such as through green infrastructure. Lehmann stated, regarding economic development projects, there have been fewer applicants recently. These can either help pay for technical assistance to low income business entrepreneurs who want to start businesses, or it can be provided as direct loans to low income entrepreneurs. Typically, the City sets aside $50,000 annually for economic development activities. Lehmann noted they have just over two years’ of funds right now so they are reaching out to banks to let them know but credit is looser now and Housing and Community Development Commission December 19, 2019 Page 10 of 18 people aren't enthusiastic to jump through federal hoops to get funds if they don’t need to. Alter asked what else can be done with the funds. Lehmann said a for profit entity can use them to start a business if it is owned by a lower income household or 51% of employees are low income employees, then they can apply for those funds and go through the underwriting process. Kubly added microenterprises can also apply and the City has funded technical assistance for 4C’s through that money. Lehmann stated one thing they’ve been trying to do recently is to encourage childcare providers to apply if they're for-profit, if they are a nonprofit they can apply for public facilities funds. It is another way to meet the needs of the community. Lehmann stated a change they’re making is if it's not spent within two years, it goes back in the public facilities fund. Historically, they’ve held these funds because usually there's a lull and then there's a bunch of applicants, and then another lull. Now they want to keep funds moving. Fixmer-Oraiz asked about 4C’s technical assistance. Kubly stated they provide technical assistance to low income people who want to start an in-home childcare, who want to meet the DHS requirements. Lehmann stated they’ve helped around 25 businesses, a lot of it is making sure that they're registered so that they can accept childcare assistance, with a focus on immigrants and infants of zero to two years. Lehmann next moved on to funds that are set aside for activities, discussed on page 9. 15% of CDBG funds are used for public service activities, that is, Aid to Agencies. Other set asides are $235,000 CDBG for homeowner rehab for low income and then $90,000 HOME for the City's rehab program which includes both owners and renters. Those are all for low income residents making up to 80% AMI with renters receiving HOME funds being restricted to 60% AMI. Eastham notes on page 134, there is a bulleted list that says assisting households with incomes less than 60% AMI particularly those with incomes less than 30% AMI has been identified as a priority by the City. Eastham asked then why are they set aside up to $235,000 in CDBG funds for households with incomes up to 80% of AMI income. To him those two statements are not compatible. Lehmann noted he doesn’t have the numbers in front of him, but that a lot of the CDBG funds assist households below 60% AMI already. Kubly stated that a lot of the CDBG funding for mobile homes, at least half of them are mobile home projects. Many are likely not closer to 80%. Eastham asked why not lower the income eligibility to 60% of AMI for the rehab set aside. Lehmann stated HCDC could recommend that, but it would mean there are households that still need assistance but could not be served, that they don’t need to make a restriction to help prioritized households with lower incomes. Eastham asked if most requests for rehab funds are coming from households at less than 60% AMI, then setting that as a maximum should serve more households with lower incomes. Fixmer- Oraiz agreed noting at the least it should be aligned, the priority should be aligned with what is actually happening. Kubly stated they don't have data on incomes served right now. Fixmer-Oraiz understands but is stating that we’re committed to that priority. Not necessarily saying that it has to align with the data, but it should because that's the priority that the City is set, and it should align just for that sake. Lehmann stated the priority is basically the lower the incomes is the priority of the City. To state just 60% of AMI will reduce flexibility and there are less owners in that range. Eastham stated they could extend the flexibility by setting the upper income 120% of AMI. Kubly stated they can't do that because they’re federal funds. Lehmann noted they have City programs that go up 110%. Eastham feels those are misguided. Kubly asked to confirm that HCDC is recommending that CDBG have the 60% AMI max. Lehmann will keep notes of things the Commission wants to recommend for the Plan, and will incorporate by approving “as discussed.” So the rehab set aside will be 60% AMI. Lehmann stated another thing they are changing in this Plan is to make CHDO funds a set aside. Until now CHDO funds come before the Commission as part of the competitive request for funds, but they are a federal set aside. Staff is recommend that it be a separate set aside to be requested from staff as projects arise. Typically, CHDO set asides are rehab projects, but it has recently been used for Housing and Community Development Commission December 19, 2019 Page 11 of 18 acquisition. Currently the City has two CHDOs, The Housing Fellowship and HACAP. He has heard interest from at least one other agency. Historically they’ve only recently received applications from The Housing Fellowship. This set aside only includes CHDO reserve funds that create or rehab affordable housing, it would not include CHDO operations, that would still come as part of the competitive part. Staff recommends in this Plan that that it be a set aside rather than joining the general pot. Eastham feels the regulations make it a set aside anyway. Lehmann agreed, so their thought was to simplify it for CHDOs. As staff gets more applications, assuming another agency becomes a CHDO at some time in the future, staff will probably return with application guidelines and develop a program, right now it would be more of a request as needed process since they must be a CHDO. Lehmann talked about economic development initiatives; those serve households up to 80% AMI and then set asides for administration of funds. In terms of other requirements that come with projects, they're included below the bulleted list on 135, it's basically that same list that was on page nine. He stated housing projects have a minimum of $1,000, some might be under $1,000 if it's an emergency rehab, such as mobile homes or replacing water heaters, weatherization stuff, etc. Lehmann stated $15,000 as a minimum for public service activities, which includes both federal and city funds, that's a rule that they've had for a while. Lehmann stated they are putting in $30,000 for public facilities activities. In the past, they did not have a minimum but had a preference for projects over $50,000 and it seems easier to have an actual minimum and the $50,000 threshold wouldn’t meet all of the projects approved recently so they figured $30,000 was realistic and should be enough to make a difference. Finally, for economic development activities, there's a $25,000 maximum. For the homeowner and rental rehab activities for the City's housing rehab program the maximum is just under $25,000 per unit because federal lead rules kick in after that which adds complications. Lehmann stated they still will give first consideration to projects of $50,000 or more, but the rest of them are hard limits. So that explains how funds will get allocated in the future. Beyond these, public facilities activities are mostly going to be other CDBG funds that are part of the set aside, and every other HOME fund that's not part of admin or CHDO set aside would go to the competitive round that the Commission sees every year. Lehmann stated starting p. 136 contains the priority needs that they see. Priority needs are expansion of affordable rental and owner housing options, preservation of existing affordable rental and owner housing options, housing and services for the homeless and those at risk of homelessness, provision of public services, public facility improvements, public infrastructure and neighborhood based climate action (the technical phrase for what was discussed), economic development and then administration and planning. Lehmann noted they also incorporated the Analysis of Impediments to Fair Housing Choice into this document. There are a couple places where it's talking about barriers to affordable housing and really those are just lifted from the AI because a lot of the fair housing issues are related to affordability. He also pointed out that pages 130 through 133 are the geographic priorities. In the past, they just said City-wide was the priority but because there are actually geographic priorities, staff figured that should be incorporated. One is the affordable housing location model which is on page 131. That determines areas eligible for new construction or acquisition of rental units for non-elderly, non-disabled households. Lehmann stated the application also shows preferred areas to put affordable housing which are areas with low free and reduced lunch rates because that is one of the primary factors in determining the location model, in addition to clusters of affordable housing. They also have the housing rehab targeted areas, which they use, which are areas where the City's housing rehab program will forgive half of funds and they are also eligible for the City's rental rehab program. It's determined by low income areas and that have more single-family homes which is what the rehab program is generally for and they wanted to incorporate it because is used by the City’s rehab program. Lehmann noted those are the big changes in the document. He added the public input received at meetings was great. They’ve encouraged other staff at the City to look at the public input because it is a good record. Next Lehmann wants to get into staff other recommendation following public comments. Housing and Community Development Commission December 19, 2019 Page 12 of 18 Alter noted she appreciates the addition of the geographic information because a lot of times even though those things are functionally interconnected, it is disparate and people can’t put the pieces together. Fixmer-Oraiz stated it is a great opportunity to recognize the immense amount of work the staff has done putting this together. Lehmann said staff got some comments, so he created a memo distributed at the meeting recommending a few additional changes to the document that are not in the draft. First on page 53, adding a sentence talking about the number of Housing Choice Vouchers and their waiting lists, which demonstrates that need for affordable housing in Iowa City. Lehmann noted McKinstry provided some excellent comments about manufactured housing with the Mobile Home Task Force so staff wanted to incorporate those. On page 88 they want to add in some references to the work that's been done. Also on page 137 where there's a description they wanted to add in that manufactured housing communities are important part of affordable housing in the City is committed to supporting the continuance of these as relatively low cost housing type in Iowa City and so they're included in the goal of preserving affordable housing. Also an addition on page 162 where they’re talking about barriers to affordable housing, adding in a paragraph about the recent purchase of local manufactured housing communities and subsequent significant increases in lot rents demonstrates a barrier to affordable housing by reducing the number of naturally occurring, affordable units, this has brought to light the need to support such communities to ensure that they continue to be a relatively low cost housing type in Iowa City. Next, on table 106 where they talk about different housing for homeless populations, adding in Cross Park Place to the table because it was omitted, and specifying that it's the Johnson County Affordable Housing Coalition on page 151. Specifying on page 154 they’re talking about the local Homeless Coordinating Board noting they are not funded strictly from outside funds and they can carry out stuff without external funding and additionally their mission can be supplemented or expanded with external funding, such as landlord risk mitigation fund. Lehmann stated one of the larger changes that staff is recommending in this memo is adding the Housing Trust Fund of Johnson County as a legacy agency. The Housing Trust Fund had left as a legacy agency with the understanding that assuming the Affordable Housing Fund wasn't funded, it would be able to come back and apply for funds as a legacy agency. Lehmann noted they recommend adding them back to that list with the understanding that they wouldn't apply unless needed. Finally, adding in estimated funding amounts, though they are subject to annual action plan allocations which is what they're typically based off. However, staff figured it is best to estimate funding amounts for different needs, especially if the Commission is going to make a recommendation to Council. So Lehmann compiled a table of different funds and how that would align with the table on pages 155 to 157 specifically. Fixmer-Oraiz noted appreciation for McKinstry for introducing the manufactured housing information, some of which was incorporated, however the paragraph that McKinstry had put together is not in the table, will that be somewhere else. Lehmann said he did not incorporate the full paragraph; he took bits and pieces that he thought best fit in. He noted the entire paragraph was very specific, which is challenging for a Con Plan, it would make more sense in an action plan. Fixmer-Oraiz would like to advocate for it to have its own section because of the national crisis being seen with the manufactured housing communities having predatory acts. She thinks it would be good to tie in something from a national perspective to a more local focus. It is something that is emergent and is quite frankly terrifying. She feels they need to show the City is serious about supporting it moving forward. McKinstry noted there are a couple ways to look at this, having its own section might draw attention, which would be helpful, also for instance on page 163 where it says facilitate a range of housing types, including manufactured housing. They need to point out again and again throughout the document that when they’re talking about affordable housing, whether it's rental or homeownership, they’re also talking about manufactured housing. Housing and Community Development Commission December 19, 2019 Page 13 of 18 Kubly noted the language on page 163 is taken directly from the Fair Housing Study so they don’t want to change it. Fixmer-Oraiz also noted per McKinstry’s other point, the need to showcase Forest View as something different Iowa City is doing. Lehmann stated he would add in the paragraph about the issue and barriers to affordable housing on page 162, maybe on page 163 he can mention furthering the work of the Johnson County Housing Task Force. This will be in addition to the others mentioning that it's important preservation and mentioning in the housing assessment. Eastham noted establishing the new Forest View neighborhood is still ongoing process so when this Plan takes effect on July 1 that process may not be finished so it should be mentioned as plans are underway. Lehmann noted also on page 165 where they’re talking about helping families avoid homelessness would be a good spot to bring up the Forest View plans. Lastly Lehmann just wanted to talk briefly about the goal’s summary, pages 155 and 157, about the actual budget amounts and what that might look like. It is based off of the last five years of expenditures plus set aside, that's how they came up with this amount. For goal one, increase the number of affordable rental housing units, the funding for would be $1.42 million in HOME; tenant based rental assistance would be around $265,000 in HOME; homebuyer activities would be around $280,000 in HOME; for rehabilitating and improving owner-occupied housing units, they’re assuming $1.175 million in CDBG and around $225,000 in HOME; for the rental rehab, which is on page 156, around $625,000 in HOME; for those serving homelessness, in planning terms around $200,000 in HOME, but in all reality, serving homelessness overlaps with so many of the things that are here, so they really only report the public services funds that they give to Shelter House, so that's about what they’re anticipating coming from CDBG. Lehmann noted those are estimates based on past trends. For public services, they’re estimating around $330,000 in HOME and $330,000 in CDBG which is the public services funds minus those for Shelter House, and then $95,000 in HOME which would be the CHDO operations, around 3-4% of HOME. For public facilities projects they estimate around $745,000 in CDBG over the next five years; for public infrastructure/neighborhood-based climate action activities would be around $375,000 in CDBG; economic development $250,000; admin planning around $710,000 in CDBG and $270,000 in HOME. Again, Lehmann stressed those budget amounts are based on past trends and set asides that they’re anticipating. Staff would propose that if the Commission makes a recommendation, either they use that as the base and tweak things as they go based on goals and such. He added the climate action line is a new addition with this Plan with the idea that a lot of those infrastructure projects should be incorporating sustainability, street trees, storm water, etc. Fixmer-Oraiz asked how they arrived at $375,000 for neighborhood improvements. Lehmann said $375,000 is based on the set aside of $75,000 over five years which was initially created by Council. Kubly added the neighborhood improved set aside is not new they just added the ability to use that for Climate Action Plan. Fixmer-Oraiz asked if the $375,000 would only be used for Climate Action Plan related things? Or is it embedded in neighborhood services and can be used for all those things? Kubly stated it's embedded in the neighborhood improvements under the public infrastructure goals. Fixmer-Oraiz asked if there is a section in the Plan about the Climate Action Plan. Lehmann replied not specifically but that is a good point and they should add something about that. Eastham believes the city's overall policy should be anything that could be funded by capital improvements funds should not use federal funds (such as HOME or CDBG), because it diverts federal funds from things like building houses. He noted in the budget now there is $800,000 to $1 million in capital improvement eligible activities that are drawing money from the general fund and that is money Housing and Community Development Commission December 19, 2019 Page 14 of 18 that could be used for Aid to Agencies. Capital improvements should be funded through general obligation bonds. Lehmann stated CDBG funds are specifically for projects that are not planned for in the capital improvements plan, that one can't supplant local funds with federal funds so it has to be above and beyond what they would do in a general CIP. For example, the splash pad was one of the things in Wetherby Park where it was something that they would have liked to do but it wasn't part of the capital improvements plan, so they worked with CDBG funds to be able to fund it. Lehmann understands Eastham to be saying the City shouldn't use federal funds for local projects with the idea being that local funds should go to it. Also, additional federal funds could not go for Aid to Agencies because it’s capped at 15% of the CDBG allocation. Sara Barron (Johnson County Affordable Housing Coalition) stated another way to ask the question is who pays for these projects in not LMI neighborhoods and why then does CDBG pick up the tab in LMI neighborhoods. The conversation has shifted since they’ve started targeting money for affordable housing to other things that are tangentially related to poor people and it was decided to fund it out of the Affordable Housing Fund, which the idea of investing in closing the gap between what we have and what we need. The more things that they pay for like ongoing services, other functions that the City should already be providing to the entire community, out of set aside to close the gap, the longer it takes to close the gap. Cady Gerlach (Shelter House) wanted to correct the numbers on the facilities and housing targeted to homeless individuals. The Shelter House has 24 through Cross Park Place that are permanent supportive housing beds. Also, to clarify within the city limits of Iowa City they have three fair weather lodges within the City, a six-bedroom on Amhurst, newly purchased from HOME funds five-bedroom home Wakefield Court and a six-bedroom on Ashely Drive. Their emergency shelter numbers are also underreported in terms of the number of beds available, they have 70 emergency shelter beds available year round, they have 30 overflow beds in that facility seasonally and they have 30 temporary winter shelter beds, and those are all filled to capacity right now. Lehmann asked Gerlach to send that to him in written comment so he can add it into the report. Ellen McCabe (Housing Trust Fund) wanted to reiterate the Housing Trust Fund accepted the recommendation to leave the Aid to Agencies field this year with the understanding that over the next five years they could go back and be a legacy agency if need be. They have no plans to do that as they hope to continue to have their administrative funds come from the affordable housing fund. Barron wanted to add a few formal comments about their review of the strategies. She noted the FY21 proposed budget is out and on page 260 something or 270 something is the Neighborhood Services section that would say how much is being proposed for Aid to Agencies. Regardless, they support the variety of strategies that are listed for both rental and homeownership and appreciate the inclusion of the tenant based rental assistance, it would be a big deal if they use HOME funds in that way and to keep doing it in this kind of conscientious way that could potentially expand the number of households that get vouchers. They want to make sure that they’re continuing to use a comprehensive mix of data informed strategies to meet the areas of greatest need, and to evaluate once they are using those strategies, what the impact of them is on those areas. Barron stated they are just going to keep pushing and encouraging as more of a building habits thing than any kind of criticism of what’s been done. But now that they’re recognizing there have been some gaps in how they’ve addressed manufactured housing in documents and in programs they’re just going to keep saying this isn't specific about manufactured housing. There are some things, for example, in the strategies that specifically would apply to manufactured housing, but it is just not clear when they aren't listed, does that mean it doesn't apply to manufactured housing? The specificity is required in both directions in order to know where the potential gaps might be. Barron also noted there is some small percentage of the CDBG funds that are committed for areas like trails and sidewalks, and again if looking at closing gaps with this federal investment, then they need to make sure Housing and Community Development Commission December 19, 2019 Page 15 of 18 that that services that are being provided city wide by other departments, like Parks and Rec, really encourage LMI areas to be included in their budgets and to use the money from the federal sources to be invested specifically in housing creation and public services that only benefit LMI individuals. CDBG funds are best used to close the gaps in services that are not currently available to LMI individuals because of their increased need based on their income, rather than providing an amenity to their neighborhood that should be provided as it's provided to every neighborhood. Lehman noted that the intent of the CDBG funds is to provide something to the LMI neighborhoods above and beyond what would be provided otherwise. He gave the example of a park improvements plan, where you do a park each year, but CDBG funds help move park improvements in LMI neighborhoods improvements up the list of priorities, while also providing amenities and services that are above what is typically provided. Eastham stated the City doesn't need to use CDBG funds in that case, they just use the regular or non- LMI area way of funding park improvements for LMI areas. Barron noted of course, they want to avoid anything that's connected to LMI residents starts to get scooped out of those funds that are set aside to close those gaps. They are not necessarily seeing that in the decision making yet, but they are certainly seeing it in the conversations and the proposals about how to fund new projects. Barron added lastly to support McCabe’s request that the Housing Trust Fund be added as legacy agency. McKinstry moved to recommend to City Council approval of the City Steps 2025 draft, Consolidated Plan for 2021-2025, with changes as discussed in the meeting. Alter seconded the motion. A vote was taken, and the motion passed 6-0. CONSIDER RECOMMENDATION OF FY21 APPLICATION MATERIALS: Lehmann noted for the emerging agencies application is mostly the same as last year as he didn’t hear any major complaints with it. Alter asked about the emerging agencies application, on the fourth question how it addresses the goals of City Steps 2025 and the City's Climate Action Plan, and those may be two separate questions. She suggests they are separated out and asked for the City’s Climate Action Plan, does it address the Plan, and if so how. Of course the new Climate Action Plan is the way we want to have people thinking and doing business, but it seems a little unreasonable to require it at this point. Lehmann noted that could be made as a separate question. Lehmann stated with regards to the CDBG/HOME application, funding timelines is the first thing he’ll point out. Council will look at the Con Plan in January and that's when they'll be able to get the applications out. He stated they may be able to put up emerging agency ones earlier. They will have workshops and hold office hours again as that worked well last year. There will be an optional workshop in January. Pre-apps would be due January 31, HCDC would have the question and answer session on February 20, then HCDC would review at the March 12 meeting and it would be incorporated into the Annual Action Plan. After that point full applications will be due to staff. One thing discussed last year was trying to simplify the process for agencies and it seemed like there was a lot of front end work that was premature in terms of agencies being asked information about projects that were months down the line when they don't even have a property. So the way that Lehmann attempted to address that is a shorter pre-application which only asks the questions that are important for the Commission to make their allocations, anything beyond that, such as the pro forma, can be determined on a staff level, the Commission doesn’t have to go through them. The information follows the same general framework as last time, there is the general information, the project need, the type of project, and the goal that it addresses in the City Steps 2025, which are specifically listed in this application. The applicants need to list budget resources, source of funds, in kind contributions, that use of funds and then some narrative if they have additional things that Housing and Community Development Commission December 19, 2019 Page 16 of 18 they need to describe. With feasibility and impact, the same percent for AMI that we always ask, asking if there are any special populations that they help, so whether it's domestic violence victims, elderly, homeless, persons with disabilities, migrant farm workers, persons with AIDS, a lot of these come from HUD regulations so some of them are kind of bizarre like migrant farm workers, we don't have as much of that here but HUD gives them some deference and this Commission should as well. Proposed contract rents or proposed sales price was something that was added in last year that we're keeping, and then timetable, and asking how they promote funds over long term, how they provide affordable housing lower than market rates and describing the manner that it will proceed if it's not awarded full funding. The final section is the capacity and applicant history where they talk about what was their budget that they were awarded if awarded funds within the last five years, how much is spent, and if the project is complete what day was it complete. They also describe the organization's experience and capacity to administer programs, identify any program funds that are unspent because if unspent there would still be some program funds to use. There are also the general questions about staff organization, structure office staff, educational experience of key staff, their operations and business approach and relevant factors about how they identified the demand for the projects, organizations, activities and portfolio, including projects currently underway. If it's a housing provider, what do they manage, how many units, those sorts of stats. They are questioned if any conflicts of interest may come up. The final question is to describe how they would incorporate sustainability initiatives into the project. So the change is this year this would be a pre- app, the Commission would review and then staff would work to get details and do a final app. Appendix A on the back lists the things will be required with the full app that are not required with the pre-app. Lehmann noted the applicant guide is mostly the same, it's got the updated timeline and has all the updates from the Con Plan. It talks about minimum funding amounts of $30,000 for public facilities, the updated affordable housing location model is in there as well. One slight change is the two policies, one is an investments policy and the other is the delayed projects policy which have been adopted by Council in the past. Those two policies will be incorporated into City Steps to update it all at the same time. Lehmann also specifies the differences between CDBG and HOME where that wasn't as clear before. Finally, evaluation criteria will pretty much the same as last year with the addition of the public facilities bonus points for projects that are mentioned in the ConPlan. The Commission all agreed the changes were all good and thanked Lehmann for his work on this. Alter moved to approve FY21 Application Materials, with changes as discussed in the meeting. Kealey seconded the motion. A vote was taken, and the motion passed 6-0. CONSIDERATION OF MEETING MINUTES: OCTOBER 17, 2019: McKinstry moved to approve the minutes of October 17, 2019. Alter seconded the motion. A vote was taken, and the motion passed 6-0. HOUSING & COMMUNITY DEVELOPMENT INFORMATION: Lehman noted the next is January 16 at 6:30pm in Senior Center Room 202. The agenda will be the staff Aid to Agencies funding recommendation and HCDC will make a budget recommendation. There’s been a request to have Houses into Homes plus other agency requests being agenda item. Regarding the Mobile Home Task Force, he encourages the Commission to look at it. In terms of projects, Habitat has closed on a house and will close on another one Friday, and its final house would be closed shortly. Successful Living just closed on a house as well. Housing and Community Development Commission December 19, 2019 Page 17 of 18 Regarding the rental permit moratorium, it's been deferred twice so far, please take time to review it as it is something that ties into community development. Agency monitoring will begin that shortly at the end of the year. ADJOURNMENT: Kealey moved to adjourn. Alter seconded the motion. A vote was taken, and the motion passed 6-0 Housing and Community Development Commission December 19, 2019 Page 18 of 18 Housing and Community Development Commission Attendance Record  Resigned from Commission Key: X = Present O = Absent O/E = Absent/Excused --- = Vacant Name Terms Exp. 7/11 8/15 9/19 10/17 12/19 Aguilar, Peggy 6/30/22  X X O/E X Alter, Megan 6/30/21 X X O/E X X Drabek, Matt 6/30/22 O/E X X X O/E Eastham, Charlie 6/30/20 X X X X X Fixmer-Oraiz, Vanessa 6/30/20 X X X X X Kealey, Lyn Dee Hook 6/30/22 O/E X O/E O/E X McKinstry, John 6/30/20 X O/E X X X Nkumu, Peter 6/30/22 O/E X X X O/E Padron, Maria 6/30/20 X X X X O/E Emergency Funding Policy Effective February 4, 2020 Introduction: The City of Iowa City offers several funding opportunities for area nonprofits including Aid to Agencies, Social Justice & Racial Equity Grants, Community Climate Action Grants, and Community Development Block Grants. Funds are provided annually through competitive processes which require agencies to meet specific qualifications and apply during a specific time of year. For some grants, the allocation process can take several months, and funds are not awarded until the subsequent fiscal year. These processes are in place to ensure that grant recipients have a need, have enough capacity, and will be using City funds to benefit the community. However, they are not likely to meet an urgent or emergency need due to the timing of the process. This policy establishes a process for the City to review requests for emergency funding from local non-profit agencies that might occur outside of existing funding processes . Emergency Funding Criteria: The following criteria shall be used for one-time emergency funding requests that c annot be fulfilled through existing city grant opportunities. To meet an emergency need, the applicant must certify that the proposed activity is designed to alleviate existing conditions which: a. Pose a serious and immediate threat to the health, safety, or welfare of the community; b. Are the result of unforeseeable or unavoidable circumstances or events; c. Are of recent origin or recently became urgent (within six (6) months); d. Have no know n alternatives or actions that are more feasible than the proposed project; e. Other private or public funds (including local, state or federal funds and existing City programs) are insufficient due to either availability or accessibility within the time frame necessary to address the problem. This includes certifying that the organization is unable to finance the activity on its own. Examples of proposals that may qualify as an emergency: • Loss of rental space due to sudden, unanticipated displacement that directly relates to a critical purpose. • Non -insured loss that prevents the non-profit form operating critical space. • Sudden, substantial loss of expected, annual funding that results in an immediate reduction in services . Process for Emergency Funding Requests: Written requests can be made to city staff at any time during the year. The request must include: • A description of the condition, illustrating how it meets the criteria for emergency assistance (this includes demonstrating the nature and degree of seriousness of the threat posed); • Information on the timing of the development of the serious condition; • Evidence certifying that a proposed activity or project is designed to address the urgent need; and • Evidence confirming that other financial resources to alleviate the need were not available. Neighborhood Services staff will review the requests and provide a written response to the applicant within five (5) business days. This may include a request for additional information. If staff determines that the request meets the emergency funding criteria, the request would be presented to the City Manager or City Council for approval. City Council approval will only be necessary when the request exceeds the City Manager’s spending authority. If staff determines that the request does not meet the emergency funding criteria, a written letter of denial will be provided to the applicant.