1. CDBG Program Application Training Montgomery County HOUSING & COMMUNITY DEVELOPMENT CDBG Program Application Training A Guide to Good Applications Thursday, March 3, 2016 Instructor Terence McMullen, Deputy Director

2. FUNDING CYCLE 2016-17 CDBG Allocation for Montgomery County: (approx.)$2,900,000 Proposals encouraged for “ELIGIBLE” and “FUNDABLE” activities.

3. ELIGIBLE ACTIVITIES Some Examples Include:  Public Facilities and Improvements  Housing Rehabilitation  Homeownership Assistance  Acquisition/Disposition of Real Property  Public Services  Blight Removal / Site Clearance  Code Enforcement  Economic Development

4. NO NO Political activities NO NO Construction of housing units by a unit of local government NO NO Operation and maintenance of public facilities/improvements NO NO General government expenses including construction of general government buildings NO NO Purchase of equipment NO NO Direct income payments INeligible INeligible Activities Some Examples Include:

5. Each activity must meet one of the Three National Objectives 1. Benefit Low & Moderate Income Persons 3. Meet urgent needs when health and welfare are threatened 2. Prevent or Eliminate Blight  FUNDABLE ACTIVITIES Meeting National Objectives

6. National Objectives can be met in multiple ways...

7. 1. Area Benefit Must serve a primarily residential geographic area which is at least 38.10% low/moderate income persons, or a survey of area residents demonstrates that 51% or more are low/mod income LOW & MODERATE INCOME BENEFIT Types of Low/Mod Benefit

8. LOW & MODERATE INCOME BENEFIT Types of Low/Mod Benefit Clientele presumed to be low/mod: Abused children Battered spouses Elderly person Homeless persons Illiterate adults Migrant farm workers Adults meeting definition of “severely disabled” Persons living with AIDS OR Nature and location of the service predominantly used by low/mod income persons OR Clientele document family income </= 80% of AMI OR Eligibility requirements limit clientele to low/mod income personsOR Activity removes material or architectural barriers to accessibility of elderly persons or “severely disabled” adults 2. Limited Clientele

9. LOW & MODERATE INCOME BENEFIT Types of Low/Mod Benefit 3. Housing Providing or improving permanent residential structures which, upon completion, will be occupied by low-and moderate-income households.

10. The activity must involve employment of persons, a majority of whom are of low and moderate income. LOW & MODERATE INCOME BENEFIT Types of Low/Mod Benefit 4. Job Creation/Retention

11. Definitions  Income – Three possible definitions: Section 8 low income limit established by HUD IRS Form 1040 Adjusted gross income for individual annual income Census definition  Family – all persons living in the same household who are related by birth, marriage or adoption. LOW & MODERATE INCOME BENEFIT

12.  Moderate income person – has family income equal to or less than the Sect. 8 low income limit and greater than the Sect. 8 very low income limit established by HUD.  Low income person – has family income equal to or less than the Sect. 8 very low income limit established by HUD.  Extremely low income person – has family income equal to or less than 30% of the median income for the area as determined by HUD. LOW & MODERATE INCOME BENEFIT Definitions

13. LOW & MODERATE INCOME BENEFIT 2015 HUD Income Limits Family/Household Size Moderate Income (80%) Low Income (50%) Extremely Low Income (30%) 1 person $45,450.00$28,400.00$17,050.00 2 person $51,950.00$32,450.00$19,500.00 3 person $58,450.00$36,500.00$21,950.00 4 person $64,900.00$40,550.00$24,350.00 5 person $70,100.00$43,800.00$28,410.00 6 person $75,300.00$47,050.00$32,570.00 7 person $80,500.00$50,300.00$36,730.00 8 person $85,700.00$53,550.00$40,890.00

14. Definition of slum and blight per state law (P.L. 991) or local law. ELIMINATION OF SLUM & BLIGHT Area Basis or Spot Basis?

15. Review the Montgomery County Five-Year Consolidated Plan. Does your project fall within the priorities listed in pp. 114- 123 of: Montgomery County 2015-2019 Consolidated Plan.pdf ?Montgomery County 2015-2019 Consolidated Plan.pdf  NOTE: Activities identified as high priority have preference for funding. YOUR PROPOSAL FOR FUNDING Start Here MONTGOMERY COUNTY CONSOLIDATED PLAN 2015 - 2019

16. Describe facilities to be provided or improved. Focus on the project and current phase Tie-in to “eligible” and “fundable” activity (Sect IV) Describe existing buildings, improvements, and permitted land use Identify whether new construction or rehab Indicate if expansion is >20% Rehab should extend life by at least 10 years Identify major components of the proposed work and indicate estimated quantities. YOUR PROPOSAL FOR FUNDING Project Description Part 1a

17. Indicate primary function(s) of the facilities to be provided or improved. Discuss any programs or services provided from the facility. If the facility is part of a multi-use building, discuss how the proposed project will assist with improvements to a designated and discrete area within the larger facility that is eligible for CDBG. Part 1b YOUR PROPOSAL FOR FUNDING Project Description

18. Discuss any master plan for neighborhood facilities or infrastructure Discuss financing plan for supporting all costs of these comprehensive improvements. Part 1c YOUR PROPOSAL FOR FUNDING Project Description

19. Identify project’s geographic location property address nearest intersecting street, or indicate limits of proposed work (e.g. Main St. between 1st Ave. and 3rd Ave., north side or south side, etc.) Provide a map(s) indicating the exact location of the project and the limits of work. (USGS Quad) Congressional District Municipality Census tract, and census block group YOUR PROPOSAL FOR FUNDING Project Location Part 2a

20. Sensitive Areas? (i) National Register Historic District, (ii) 100 Year Floodplain, (iii) Designated Wetlands Area Municipalities opting out of County CDBG: Abington Township Conshohocken Borough Limerick Township Lower Merion Township Marlborough Township Norristown Municipality YOUR PROPOSAL FOR FUNDING Project Location Part 2b you must demonstrate that a majority of beneficiaries reside in the Urban County NOTE: If the location of the public facilities or improvements is in one of these municipalities you must demonstrate that a majority of beneficiaries reside in the Urban County.

21. Define the geographic area that is served by the facilities by identifying the physical features that delineate the boundaries of this area Streets and roads Railroad lines Creeks, etc. Document that the area is primarily residential; Tax maps Land Use maps Zoning maps Part 3a YOUR PROPOSAL FOR FUNDING Project Benefit - Service Area NOTE: Service Area = the area where all persons, who will primarily benefit from the project, reside. You must delineate this area by identifying the boundaries. It is not sufficient to refer merely to a particular census tract or block group.

22. For an area determined under state law to be blighted, describe the physical boundaries of the blighted area, and discuss how the area meets a definition of a slum, blighted, deteriorated or deteriorating area under State law (P.L. 991) or local law. Provide formal documentation of the blight designation. This differs from a service area determination. YOUR PROPOSAL FOR FUNDING Project Benefit - Blight Certification Part 3a

23. Describe the existing physical problems or conditions to be corrected. Identify the persons/residents directly affected by these conditions. Document and quantify blighting conditions including deterioration of buildings and infrastructure. YOUR PROPOSAL FOR FUNDING PROJECT BENEFIT Part 3b

24. Discuss how the proposed activity will correct the existing conditions. For an area determined under state law to be blighted, discuss how the project will address one or more of the conditions which contributed to the deterioration of the area. Avoid giving a “sales pitch” for funding the project. Focus on your objectives for undertaking the project. Part 3c YOUR PROPOSAL FOR FUNDING Project Benefit

25. Discuss, as applicable, how the project relates to and contributes to the feasibility of the development of affordable housing, particularly outside areas of racial, ethnic, and low/moderate income concentration (e.g. the construction of a sewer line or an access road). Part 3d

26. Factors to determine the area served by a public facility or improvement are: The nature of the activity; The location of the activity; Accessibility issues, and The availability of comparable activities. YOUR PROPOSAL FOR FUNDING Service Area Determinations

27. NATURE OF THE ACTIVITY YOUR PROPOSAL FOR FUNDING Service Area Determinations EXAMPLE: A park that is expected to serve an entire neighborhood cannot be so small or have so little equipment (number of swings, slides, etc.) that it would only be able to serve a handful of persons at any one time.

28. Conversely, a park which contains two ball fields and four tennis courts, or a ball field with grandstands that can accommodate hundreds of spectators is not designed to serve a single neighborhood. YOUR PROPOSAL FOR FUNDING Service Area Determinations NATURE OF THE ACTIVITY

29. Assisting a small, two-lane street in a residential neighborhood YOUR PROPOSAL FOR FUNDING Service Area Determinations NATURE OF THE ACTIVITY Assisting an arterial four-lane street that may pass through the neighborhood but is clearly used primarily by persons passing through from other areas. versus

30. LOCATION OF THE ACTIVITY YOUR PROPOSAL FOR FUNDING Service Area Determinations EXAMPLE: A library, for example, cannot reasonably be claimed to benefit an area that does not include the area in which it is located. When a facility is located near the boundary of a particular neighborhood, its service area would be expected to include portions of the adjacent neighborhood as well as the one in which it is located.

31. The accessibility of the activity also needs to be considered in defining the area served. Geographic barriers Fees to be charged Access to transportation and parking Distance to be traveled Time or duration that an activity is available Language barriers ACCESSIBILITY YOUR PROPOSAL FOR FUNDING Service Area Determinations

32. In most cases, the service area for one activity should not overlap with that of a comparable activity (e.g., two community centers, two clinics, or two neighborhood housing counseling services). YOUR PROPOSAL FOR FUNDING Service Area Determinations COMPARABLE ACTIVITIES

33. Sample Application Sample Public Improvements Application Link for LMISD Data Link for Census Block Group Mapping Sample Area LMI Calculation

34. Projected Clients served by this project.# Total Total Number of Moderate Income clients (80% Median) Total Low Income Clients: (50% Median) Total Extremely Low Income Clients: (30% Median) Total Other Clients (above 80% Median) TOTALS YOUR PROPOSAL FOR FUNDING Projected Clients Served

35. Race/Ethnicity# Total#Hispanic White Black/African American Asian American Indian/Alaskan Native Native Hawaiian/Other Pacific Islander American Indian/Alaskan Native & White Asian & White Black/African American & White American Indian/Alaskan Native & Black/African American Other/Multi-racial Totals Number of Single Head of HouseholdFemaleMale Totals YOUR PROPOSAL FOR FUNDING Projected Clients Served Race and Ethnicity i.e. Hispanic are separate questions

36. Section 570.200 (c) Special Assessments Restricted under CDBG regulations; avoid when implementing a project. Section 570.603 Labor Standards All construction work is subject to federal labor standards and prevailing wages; avoid combining CDBG funded work and other construction work into one construction contract. Section 570.606 Displacement & Relocation Acquisition of real property for an assisted activity is subject to Uniform Relocation Assistance and Real Property Acquisition Policies Act; includes rights-of-way and easements. YOUR PROPOSAL FOR FUNDING Other Program Requirements

37. Be sure to include a Cover Sheet: Legal name of agency Your Fed Employer I.D.# Your DUNS # Brief project description Required Certification (must be properly executed) Resolution or meeting minutes of your Board or Council (must clearly identify the project.) YOUR PROPOSAL FOR FUNDING Don’t Forget to Include...

38. Clear picture of the objectives of the project; existing conditions; how the project will be implemented; and how the goals and benefits of the project will be measured. Accurate location / service area boundary information. Budget should cover the Scope of Work. Dates and signatures included. Matching funds commitment letters. Furthering of Fair Housing discussion, if applicable. YOUR PROPOSAL FOR FUNDING Don’t Forget to Include...

39. Utilize the DETAILED PROJECT COST FORM to outline the entire project budget. Include Engineering costs. Indicate which line items are to be supported by CDBG funds. Utilize SOURCES AND USES FORM to identify all potential revenue that will be used to support the project. Indicate whether funds are secured or pending and the date when the funds will be available. YOUR PROPOSAL FOR FUNDING Project Budget

40. Typewritten on 8 ½” by 11” paper An original and one photocopy Contain page numbers Contain Table of Contents All pages to be three-hole punched at left margin Clipped into manila folder Include agency name at top right hand corner of each page Received by 4:15pm on Friday, April 15, 2016 YOUR PROPOSAL FOR FUNDING Submission Requirements

41.  National Objectives  Consolidated Plan  Complete and accurate application  Presentation of project: what, where, when, why, how, by whom, etc.  Past CDBG funding allocation  Past CDBG active projects  Secured matching funds  Furthering of Fair Housing discussion, if applicable SCORING APPLICATIONS Our Criteria

42. Why do we do it? For the money!! YOUR PROPOSAL FOR FUNDING