HomeMy WebLinkAboutMN-IURAGOV-2012-12-14Approved: 1/18/13
Ithaca
Urban
Renewal
Agency
108 East Green Street
Ithaca, New York 14850
(607) 274-6559 6559
MINUTES MINUTES
IURA Governance Committee IURA Governance Committee
8:30 AM, Friday, December 14, 2012 8:30 AM, Friday, December 14, 2012
2nd Floor Conference Room, City Hall 2nd Floor Conference Room, City Hall
Present: Chairperson Eric Rosario, Susan Cummings, David Whitmore Present: Chairperson Eric Rosario, Susan Cummings, David Whitmore
Excused: Jim Dennis, Kathy Schlather Excused: Jim Dennis, Kathy Schlather
Staff: Nels Bohn, JoAnn Cornish, Charles Pyott Staff: Nels Bohn, JoAnn Cornish, Charles Pyott
Guests: None. Guests: None.
Public: None. Public: None.
I. Call to Order I. Call to Order
The meeting was called to order by Chairperson Rosario at 8:50 a.m. The meeting was called to order by Chairperson Rosario at 8:50 a.m.
II. Agenda Additions/Deletions II. Agenda Additions/Deletions
Cummings asked that part of the staff report include an overview of the status of any work
products or issues which originated in the GC and were subsequently forwarded or
communicated to Common Council or other City committees for action (e.g., Tax
Abatement for Condemned City Properties). No objections were raised.
Cummings asked that part of the staff report include an overview of the status of any work
products or issues which originated in the GC and were subsequently forwarded or
communicated to Common Council or other City committees for action (e.g., Tax
Abatement for Condemned City Properties). No objections were raised.
III. Public Comments ― None III. Public Comments ― None
IV. Approval of Meeting Minutes: November 16, 2012 IV. Approval of Meeting Minutes: November 16, 2012
Cummings moved, seconded by Whitmore, to approve the November 16, 2012 minutes,
with one minor modification. Carried Unanimously.
Cummings moved, seconded by Whitmore, to approve the November 16, 2012 minutes,
with one minor modification. Carried Unanimously.
V. New Business ― None V. New Business ― None
VI. Old/Other Business VI. Old/Other Business
A. Draft City/IURA Agreement Clarifying Roles & Responsibilities for Administration of HUD
Entitlement Grants
A. Draft City/IURA Agreement Clarifying Roles & Responsibilities for Administration of HUD
Entitlement Grants
Rosario noted there were several remaining issues associated with the initial draft of the
agreement, including environmental review, program income, the INHS revolving loan
fund, and the conditions for termination of the agreement.
Rosario noted there were several remaining issues associated with the initial draft of the
agreement, including environmental review, program income, the INHS revolving loan
fund, and the conditions for termination of the agreement.
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Bohn indicated that the environmental review portion of the agreement was modified to
conform to HUD regulations. In practice, the IURA performs all its environmental reviews,
but the City will maintain ultimate review authority over it.
Bohn noted the program income section was extensively modified since it was last
presented. The consultant took special care to delineate the contents of that section in
detail, so that it is perfectly clear what HUD program income the IURA has. The section
also now includes a complete set of references to the large number of HUD and other
Federal regulations which govern program income.
Cummings suggested adding specific numeric references to the HUD and Federal
regulations being referred to.
Cummings observed that the entire process of drafting and reviewing the agreement
appears to have been a considerable waste of time and resources, given the IURA’s
excellent record; and she encouraged that this be communicated to Council in some way.
Moved by Whitmore, seconded by Rosario:
City‐IURA Agreement Governing Administration of HUD Entitlement Funds
Awarded to City of Ithaca
WHEREAS, on August 27, 2012, the U.S. Department of Housing & Urban Development
requested an agreement be executed between the City and IURA to clarify roles and
responsibilities for administering Community Planning and Development (CPD) Formula
Grants awarded to the City, including CDBG and HOME grants, and
WHEREAS, HUD correspondence clarified that the request for an agreement between
the City and the IURA does not result from any performance deficiency, and
WHEREAS, HUD has requested receipt of such agreement by December 31, 2012, and
WHEREAS, the IURA Governance Committee considered this matter at their November
16, 2012 and December 14, 2012 meetings and recommends the following; now,
therefore, be it,
RESOLVED, that the IURA hereby authorizes the IURA Chairperson, upon the advice of
IURA legal counsel, to execute the attached Agreement Governing Administration of
HUD Entitlement Funds Awarded to City of Ithaca, dated 12/12/12.
Carried Unanimously 4‐0
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AGREEMENT
GOVERNING ADMINISTRATION OF HUD ENTITLEMENT FUNDS AWARDED TO CITY OF ITHACA
Made this _____ day of ___________, 2013 by and between The CITY OF ITHACA, a municipal corporation
with offices at 108 East Green Street, Ithaca, New York, hereinafter called the “City”, and the ITHACA
URBAN RENEWAL AGENCY, an urban renewal agency formed pursuant to the provisions of General
Municipal Law, having its principal office at 108 East Green Street, Ithaca, New York, 14850, hereinafter
called “IURA”,
WITNESSETH THAT:
WHEREAS, the City of Ithaca is a recipient of certain Entitlement Grants (“CPD Formula Grant
Funds”) through the Community Planning and Development (hereinafter “CPD”) program office of the U.S.
Department of Housing & Urban Development (“HUD”), including the Community Development Block Grant
(“CDBG”) program and the Housing Investment Partnership Program (“HOME”); and
WHEREAS, to access CPD Formula Grant Funds the City must prepare and submit to HUD each year
either a Consolidated Plan or an Action Plan (the section of the Consolidated Plan that is updated each
year) prepared in accordance with applicable regulations and comply with reporting and accomplishment
requirements; and
WHEREAS, by annual resolution, the City of Ithaca has duly authorized the IURA to administer its
CDBG and HOME programs each year since the City was designated as a CPD formula grant recipient in
2004; and
WHEREAS, the IURA has been administering the City’s CDBG program continuously since 1975; and
WHEREAS, HUD correspondence dated August 27, 2012, requests that an agreement between the
City and the IURA be executed clarifying the roles and responsibilities for administering CPD Formula Grants
awarded as the City is the legal applicant and recipient under applicable HUD rules; and
WHEREAS, HUD correspondence acknowledges the existing operational structure has allowed the
City to successfully administer and implement CPD Formula Grants and that the request for an agreement
between the City and the IURA does not result from any performance deficiency; and
NOW, THEREFORE, in consideration of the mutual covenants herein contained, the parties hereto
do mutually agree as follows:
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Section 1. Definitions
Unless specifically provided otherwise or the context otherwise requires, when used in this Agreement:
“CAPER” means Consolidated Annual Performance and Evaluation Report, an annual document
reporting on how CPD Formula Grant Funds have been used to carry out the community’s housing
and community development strategies, projects and activities, including a summary of
accomplishments.
“CDBG” means Community Development Block Grant, a program of the United States Department
of Housing and Urban Development.
“CPD” means the Community Planning and Development program office of the United States
Department of Housing and Urban Development that oversees CDBG and HOME programs.
“HOME” means HOME Investment Partnerships Program, a grant program of the Unites States
Department of Housing and Urban Development designed to help communities expand the supply
of decent and affordable rental and ownership housing for low‐income families.
“HUD” means the United States Department of Housing and Urban Development.
“Program Income” means gross income received by IURA from its use of CPD Formula Grant Funds
and shall further have the meaning defined at 24 CFR 570.500(a) for income generated from the
use of CDBG funds, and 24 CFR 570.92.2 for income generated from the use of HOME funds.
Section 2. Overall Roles and Responsibilities
2.1 IURA shall act as the City’s lead agency to plan, administer, implement and monitor CPD formula
grants awarded to the City in accordance with all program requirements, including but not limited
to the following regulations:
• 24 CFR 570.200 ‐ 570.309 – CDBG Eligible Activities and Entitlement Grants;
• 24 CFR 570.500‐513 – CDBG Grant Administration;
• 24 CRF 570.600‐614 – Crosscutting Program Requirements;
• 24 CFR Part 91 – Consolidated Submissions for Community Planning and Development
Programs; and
• 24 CFR Part 92 – HOME Regulations.
2.2 City retains overall responsibility for ensuring that CPD formula funds are used in accordance with
all program requirements.
2.3 City is responsible for determining the adequacy of performance by the IURA of its duties pursuant
to this Agreement.
2.4 City is responsible to adopt the Consolidated Plan, the Annual Action Plan, the Citizen Participation
Plan, including any significant amendment to the above documents, and execute the CAPER.
2.5 IURA shall submit adopted plans to HUD to access CPD Formula Grant funds.
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Section 3. Statement of Work
Action Plans
3.1 IURA shall prepare and submit to the City the following required recipient submissions to HUD to
access CPD Formula Grant Funds:
(a) Consolidated Plan – A 5‐year strategic community development plan that identifies community
needs, resources, and priorities, and establishes goals and objectives for use of CPD formula
funds to address priority community needs.
(b) Annual Action Plan – A one‐year plan that provides a description and budget of the activities
the City will undertake to address specific local objectives and priority needs that will be
addressed using CPD formula grant funds and program income.
(c) CAPER – An annual document reporting on progress made in carrying out the Consolidated Plan
and the Annual Action Plan.
(d) Citizen Participation Plan – This plan sets forth the City’s policies and procedures for citizen
participation in the development, and any amendment of, the Consolidated Plan, the Annual
Action Plan, the Consolidated Annual Performance and Evaluation Report, and establishes a
procedure to receive complaints.
3.2 IURA shall make its best effort to implement eligible activities included in City‐Adopted Action
Plans in accordance with applicable regulations through loan and or grant agreements,
procurement contracts, through the City or other public agencies, or by the IURA’s employees
and/or contractors.
Economic Development Revolving Loan Fund
3.3 IURA shall make its best effort to implement the Community Development Revolving Loan Program
and the Priority Business Loan Program (collectively known as the “ED Revolving Loan Program”) by
using CDBG Funds to make loans consistent with the goals and objectives of the ED Revolving Loan
Program as set forth in the “IURA Economic Development Financing Policy Guidelines and
Operating Plan” and any subsequent revisions thereto, such plan being incorporated by reference
and made a part hereof.
3.4 In implementing the ED Revolving Loan Program, the IURA shall be responsible for the following
activities as appropriate:
(a) Documentation of CDBG underwriting process consistent with the regulations at 24 CFR
570.209 and Appendix A to 24 CFR 570” Guidelines and Objectives for Evaluating Project Costs
and Financial Requirements”;
(b) Performance of a written credit analysis and presentation of loan applications to the IURA;
(c) Maintenance of relevant information regarding the loan review;
(d) All actions necessary to effect ED Loan Program loan closings including, but not limit to, the
preparation of loan agreements, security agreements, promissory notes, guarantees, and other
legal documents as appropriate and in a form consistent with standard commercial lending
practices and with applicable rules, regulations, and policies of the CDBG program;
(e) Performance of all administrative activities required pursuant to the use of CDBG funds
including, but not limited to, environmental review requirements, maintenance of book of
account, procurement and maintenance of statistical information including job
creation/retention; and
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(f) Monitoring loan repayment and borrower’s compliance with loan terms, and enforcing security
agreements and guarantees.
Housing Revolving Loan Fund
3.5 IURA shall administer and monitor program income derived from CPD Formula Grant Funds in
possession of Ithaca Neighborhood Housing Services, Inc. (“INHS”) in the Housing Revolving Loan
Fund for compliance with applicable regulations.
Environmental Review
3.6 With respect to environmental review requirements, the parties hereto acknowledge that City shall
retain the ultimate responsibility for compliance, but that IURA shall cooperate with City in
conducting environmental reviews and preparing proposed environmental determinations, notices
and requests in compliance with environmental responsibilities described at 24 CFR 570.604 and 24
CFR 92.352.
General
3.7 All activities undertaken by IURA with CPD Formula Grant Funds pursuant to this agreement shall
be eligible activities pursuant to the regulations at 24 CFR Part 570 and 24 CFR Part 92.
3.8 IURA shall make its best efforts to accomplish its duties in an expeditious manner pursuant to this
Agreement.
Section 4. Integrated Disbursement and Information System (IDIS)
IDIS is a web‐based system that provides financial disbursement, tracking, and reporting activities for CPD
Formula Grant Fund programs. Information about each activity funded with CPD Formula Grant funds,
including the estimated budget, expected accomplishments and beneficiaries is uploaded into the IDIS.
4.1 IURA is responsible for completing all IDIS grantee functions and submissions except for drawdown
approval authority, which is retained by the City. IURA responsibilities include set up of the
adopted Consolidated Plan/Annual Action Plan, set up of projects, set up of activities to implement
projects, activity funding, prepare drawdown vouchers and accomplishment reporting.
4.2 City is responsible for approving drawdown vouchers.
Section 5. Disbursements and Management of CPD Formula Grant Funds
5.1 IURA is responsible for disbursing and managing CPD Formula Grant Funds to make grants,
forgivable loans, deferred loans and amortizing loans and other third party costs incurred by the
IURA to carry out eligible activities included in an adopted Action Plan in accordance with policies
governing such financial assistance pursuant to the regulations at 24 CFR Part 570 and 24 CFR Part
92.
5.2 IURA may use CPD Formula Grant Funds to pay for its reasonable and eligible planning and
administrative costs pursuant to the regulations at 24 CFR 570.205 and 506.206 and 24 CFR 92.207.
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No more than 20% of the sum of any CDBG grant awarded plus program income shall be expended
for planning and administrative costs. Not more than 10% of the sum of any HOME funds awarded
plus program income shall be expended for reasonable administrative and planning costs.
5.3 IURA may use CPD Formula Grant Funds for reasonable staff and overhead costs directly involved in
carrying out eligible CDBG activities included in an adopted Action Plan referred to as “activity
delivery costs”, which are eligible as part of such activities.
5.4 The IURA shall document general administrative, program delivery and revolving loan program
costs of CPD Formula Grant Funds as follows:
(a) Direct costs of IURA shall be documented by timesheets, invoices, or other appropriate
information to evidence the nature and reasonableness of the cost. Such costs may include,
but are not limited to employee salaries, benefits, and other compensation at rates not to
exceed those paid by IURA for work not provided pursuant to this Agreement; and actual costs
of materials, equipment, bonding, insurance and services incurred by IURA;
(b) Indirect costs of IURA shall be reimbursed only where a written plan for the charging of such
costs has been approved by HUD. Such costs are those which are charged as a percentage of
direct costs and may include occupancy and equipment costs (including depreciation),
maintenance, repair, and similar costs which are charged on a prorated basis; and
(c) All costs charged by IURA pursuant to this section shall be consistent with the provisions of
OMB Circular A‐87, “Cost Principles for State, Local and Indian Tribal Governments”.
5.5 IURA may retain and use CDBG program income on hand that is deposited in a separate Revolving
Fund in accordance with regulations contained at 24 CFR 570.504 for the purpose of carrying out
specific eligible activities, such as making certain loans to small businesses, which, in turn, generate
payments to the fund for use in carrying out the same activities. IURA may use CDBG program
income to make loans and to pay program delivery and general administrative costs consistent with
the goals and objectives of the ED Revolving Loan Program as described in Section 3.3 of this
Agreement.
5.6 To access CPD Formula Grant Funds awarded to the City, IURA shall submit a City voucher to the
City Controller for eligible costs to accomplish the Statement of Work, along with supporting cost
documentation.
5.7 IURA shall prepare a web‐based IDIS voucher, pursuant to the City voucher, to draw CPD Formula
Grant Funds awarded to the City.
5.8 Upon City Controller approval of the City voucher, an authorized City employee shall timely
approve the IDIS voucher to draw CPD Formula Grant Funds into the City’s grant account.
5.9 City shall timely transfer CPD formula Grant Funds received in the City’s grant account to the IURA
account upon receipt of CPD Formula Grant Funds.
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5.10 All cash balances of CPD Formula Grant Funds shall be maintained by IURA in an interest bearing
account pursuant to the provisions of 24 CFR 570.500(b) and 24 CFR 92.502(c). Consistent with the
provisions of 24 CFR 85.21(i), any bank interest paid on such account shall be paid to HUD no less
than annually.
Section 6. Financial Management and Administrative Requirements
6.1 IURA shall maintain a financial management system of CPD Formula Grant funds in accordance with
24 CFR 85.20 to ensure a financial system is in place that provides effective control over and
accountability for all CPD Formula Grant Funds, property, and other assets, and includes a
comparison of financial information reported on IDIS with financial records of actual assets and
liabilities.
6.2 Parties hereto acknowledge that the IURA will maintain financial records to comply with audit
requirements of OMB Circular A‐133, “Audits of States, Local Governments, and Non‐Profit
Organizations” and City will integrate IURA finances into the City’s annual audit.
6.3 IURA shall comply with OMB Circular A‐110 “Standards for Financial Management Systems”,
Attachment F, subparagraphs 2a. through 2d., 2f. and 2g.
6.4 Where costs incurred by IURA are to paid with CPD Formula Grant Funds, such costs shall be
charged in conformance to OMB Circular A‐87, “Cost Principles for State, Local and Indian Tribal
Governments”.
6.5 IURA shall comply with administrative requirements of 24 CFR Part 85 that are set forth at 24 CFR
570.502(a).
Section 7. Monitoring
7.1 IURA agrees to monitor all activities carried out with CPD Formula Grant Funds to ensure long‐term
compliance with program requirements and to timely gather information required for reporting to
HUD.
Section 8. Reports and Information
8.1 In addition to items identified is section 3.1, IURA agrees to submit the following information to the
City Controller:
(a) Bi‐weekly
• City voucher and IDIS voucher including an expense report detailing requested funds to be
drawn down from the City’s line of credit with HUD
(b) Monthly
• A CPD Formula Grant Summary including budgeted amounts for each activity contained in
current adopted Action Plans and the unexpended amounts remaining
• A Loan Repayment Report on loans issued with CPD Formula Grant Funds that tracks
repayment status and reports loan balances
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(c) Quarterly
• The Federal Financial Report that details receipts and disbursements of CPD Formula Grant
Funds, program income, and beginning and ending cash on hand
• IDIS entries to recognize disbursements of program income for eligible expenses such as
disbursement of loan funds and administrative and delivery expenses incurred
• IDIS entries to recognize receipt of program income such as loan repayments
(d) Annually
• Balance sheet and income and expense statement of IURA finances
• Year end audit work papers prepared to meet City auditor requirements for preparation of
the City’s annual financial audit
Section 9. Records to be Maintained
9.1 IURA shall establish and maintain records required at 24 CFR 570.506 and 24 CFR 92.508 to
demonstrate compliance with applicable requirements for CPD Formula Grant Funds, which
includes the following information for each activity assisted:
(a) A full description, including its location;
(b) Eligibility pursuant to applicable provisions of 24 CFR 570 and 24 CFR 92;
(c) Amount of CPD Formula Funds budgeted, obligated and expended;
(d) Cost documentation for disbursement of CPD Formula Funds;
(e) Project beneficiary income eligibility and demographic characteristics; and
(f) Match funding.
9.2 IURA shall retain all records pertinent to this Agreement for six (6) years after completion of each
activity.
Section 10. Inspection of Records
10.1 At any time during normal business hours and as often as City may deem necessary, IURA shall
make available to City or its agent all of its HUD records with respect to matters covered by this
Agreement, and IURA shall permit City or its agent to audit, examine and make excerpts or
transcripts from such records, and to perform audits of all contracts, invoices, materials, reports of
personnel, conditions of employment and other data relating to all matters covered by this
Agreement.
Section 11. Program Income
11.1 City and IURA acknowledge and agree that the following CPD Formula Grant assets were in
possession of IURA as of October 30, 2012 and shall be used by IURA in implementing the Economic
Development Revolving Loan Program as set forth in Section 2.4 of this Agreement or otherwise
used in accordance with an adopted Action Plan:
(a) CDBG Formula Grant Funds in the form of Program Income cash‐on‐hand in the amount of
$442,299.12; and
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(b) CPD Formula Grant Funds in the form of Program Income notes receivable, payable to and in
possession of IURA, and all program income derived therefrom, as identified in Schedule A
attached herein. Following is the total amount of principal balance outstanding of all such
Program Income as of October 30, 2012:
CDBG: $1,449,541.15
HOME: $397,358.08
Total: $1,846,899.23
11.2 Future Program Income generated from use of CDBG funds shall be used by IURA in implementing
the Economic Development Revolving Loan Program or other CDBG projects contained in an Action
Plan. Future Program Income generated from use of HOME funds and received by IURA shall be
used for additional HOME projects contained in an Action Plan.
Section 12. Term of Agreement
12.1 This Agreement shall become effective as of the date first above written and shall remain in effect
until terminated pursuant to the terms of this section.
12.2 This Agreement may be terminated by either party at any time without cause to be effected by
written notification of such termination. Such termination shall become effective 180 days after
delivery of such notice.
12.3 This Agreement may be terminated by City for cause upon IURA’s failure to comply with any
provision of this Agreement. City shall effect such termination in the following manner:
(a) City shall provide written notice to IURA stating the specific instance(s) of noncompliance. Such
notice shall specify a date that is not less than thirty (30) days after the date of delivery of such
notice (the “Response Date”) by which INHS may cure, mitigate, or otherwise address the
instance(s) of noncompliance.
(b) Upon IURA’s failure to cure, mitigate, or otherwise address the instance(s) of noncompliance to
the satisfaction of City by the Response Date, City may, at its option, provide written notice to
IURA effecting termination immediately upon the delivery of such notice.
12.4 Upon a termination of this Agreement, IURA shall not obligate or expend CPD Formula Grant Funds.
12.5 Upon a termination of this Agreement, City shall be obligated to pay from CPD Formula Grant
Funds costs resulting from any obligations of CPD Formula Grant Funds made by IURA pursuant to
this Agreement where such obligations were made prior to the date of termination and in a manner
consistent with the terms and conditions of this Agreement.
Section 13. Reversion of Assets
13.1 Upon termination of this Agreement, and in accordance with the provisions at 24 CFR
570.503(b)(8), IURA shall transfer to City any CPD Formula Grant Funds on hand and any notes and
accounts receivable attributable to the use of CPD Formula Grant Funds. Such transfer of CPD
Formula Grant Funds, notes and accounts receivable shall be made no later than thirty (30)
business days after the termination date. Any real property under IURA's control that was acquired
or improved in whole or in part with HUD CDBG Funds in excess of $25,000 shall be either:
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(a) Used to meet one of the national objectives in 24 CFR 570.208 until at least five years after the
expiration of this Agreement; or
(b) If the use of the property ceases to conform to the provisions of Section 13.1(a) of this
Agreement prior to the expiration of the five‐year period, IURA shall pay to City an amount
equal to the current market value of the property less any portion of the value attributable to
expenditures of non‐CDBG Funds for acquisition of, or improvement to, the property. Such
payment shall be made in full no later than one hundred eighty (180) calendar days after the
date that the use of the property ceases to conform to the provisions of Section 13.1(a) of this
Agreement.
13.2 Upon termination of this Agreement, IURA shall transfer to City any furnishings, fixtures, and
equipment purchased in whole with CPD Formula Grant Funds. Such transfer shall be made no
later than five (5) business days after the termination date and shall be made at City’s expense in a
manner prescribed by City. For furnishings, fixtures, and equipment purchased in part with CPD
Formula Grant Funds, IURA shall either:
(a) Pay to City an amount equal to the fair market value, as determined by mutual agreement, of
such furnishings, fixtures, and equipment at the time of termination, less any portion of the
value attributable to expenditures of non‐CPD Formula Grant Funds for acquisition of such
assets, such payment to be made by IURA no later than thirty (30) calendar days after the
termination date; or
(b) Transfer such furnishings, fixtures, and equipment to City no later than five (5) business days
after the termination date.
Section 14. Amendments
14.1 This Agreement may be amended only by the mutual written consent of City and IURA.
Section 15. Notices
15.1 Any notice, or request taken, given, or made by the City Mayor (or such other person or
persons as City may, by written notice to IURA designate for such purpose) to IURA shall be
deemed to be duly and properly given or made if mailed, postage prepaid, to: IURA Executive
Director, 108 East Green Street, Ithaca, New York 14850, or delivered personally to IURA offices.
Any notice, or request taken, given, or made by the Chairperson of IURA (or such other person
or persons as IURA may, by written notice to City, designate for such purpose) to City hereunder
shall be deemed to be duly and properly given or made if mailed, postage prepaid, to: Mayor,
City of Ithaca, 108 East Green Street, Ithaca, NY 14850, or delivered personally to the City of
Ithaca Mayor’s office.
IN WITNESS WHEREOF, the parties have caused this Agreement to be duly executed and
delivered by their proper and duly authorized offices as of the day and year first above written.
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CITY OF ITHACA
By: ______________________________________________
Svante L. Myrick, Mayor
ITHACA URBAN RENEWAL AGENCY
By: ______________________________________________
Svante L. Myrick, Chairperson
B. Strategic Planning In Response to Uncertain Future Federal Funding of Discretionary
Domestic Programs
Committee members reviewed the memorandum drafted by Bohn entitled, “Strategic
Planning ‐ Response to Probable Reduction in Federal CDBG/HOME Funding”, dated
12/12/12.
Bohn noted that, assuming the Budget Control Act remains in place, serious reductions
in HOME and CDBG funding will be taking place over the next 9 years. Cummings
observed that the figures Bohn is referring to do not even account for inflation. Once
inflation is accounted for, the funding cuts would be even more drastic.
Bohn remarked that the IURA is not entirely CDBG‐dependent, although it does make up
more than 50% of IURA’s funding. Bohn went on to note that a consulting firm,
Sustainable Strategies, DC, has been hired by the City to help address these kinds of
funding shortfalls, by assisting the City to search for additional sources of funding
(primarily from grants). Sustainable Strategies is said to be very savvy and well‐
connected, in terms of the kinds of resources it should be able to connect the City to.
Bohn noted the IURA will likely need to both find additional funding sources and reduce
its operating expenditures, although IURA expenses beyond salaries are not actually that
large or numerous. IURA consulting fees are the principal expenditure, as well as staff
health insurance.
Bohn noted it would be productive to search for any ways which would free staff up to
pursue other initiatives. One way of achieving that may simply be to become more
strategically‐minded, in terms of the kinds of projects the IURA decides to fund (e.g.,
focusing on larger projects, which would collectively require less staff time to operate).
Focusing on projects sponsored by organizations with proven track records would also
be helpful.
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Cummings remarked that the IURA’s focus should not solely be on reducing expenses,
but finding additional sources of revenue, as well. Rosario agreed, adding that cutting
expenses too much could quickly begin to fundamentally compromise the effectiveness
of IURA programs.
Bohn remarked another tool that may be helpful in addressing this whole issue is the 4‐
year summary outcomes report, which Sue Kittel drafted for the Neighborhood
Investment Committee (NIC).
Rosario observed it may also be helpful to rank the recommendations as short‐term,
medium‐term, and long‐term, and prioritize them. Rosario then remarked that the fee‐
for‐services option is a good one; although it does raise the issue of losing too much
staff time.
Regarding the fee‐for‐services option, Bohn noted that the City did issue an RFQ for a
construction manager for the Commons redesign project, which may be something IURA
staff may be well‐qualified to do, on a fee‐for‐services basis; but the overall balance of
staff time would need to be carefully scrutinized.
Cummings noted that any work associated with the Commons redesign project
construction manager position would most likely constitute a huge amount of staff time;
and it would require a highly specific and in‐depth level of expertise, which IURA staff
may or may not have. Cornish responded there several roles will be required for the
Commons project, so it may yet be something the IURA may want to consider.
Cummings observed that the construction manager role is not necessarily part of the
IURA’s primary mission, since it is not primarily oriented towards low‐moderate income
people.
Under the “New Grants” heading, Cummings went on to add that it would be helpful to
add private foundations and other private sources of funding to the list. (Sustainable
Strategies may be helpful in that arena.) Bohn added that Sue Kittel will also be meeting
with a local funders group, which may further inform strategic planning.
Rosario observed it would also be worthwhile to submit proposals to local foundations
to actually teach the IURA how best to take advantage of potential private funding
opportunities. Perhaps there are some training opportunities, as well, with
organizations like the Foundation Center. Cornish agreed; Joanne Florino, Executive
Director of the Triad Foundation, would be a good person to consult.
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Whitmore noted he would also like to see some best practices from other communities
in similar positions, about the whole subject.
Cummings suggested adding Ithaca Police Department drug seizure money to the list of
options, as well as the Department of Agriculture.
Bohn indicated he would revise the strategic planning analysis based on Committee
discussion for review at the next meeting.
VII. Other Business
A. Review of IURA Financials, November 2012
Bohn noted that committee members will see that the 2012 funded projects financials
have now been incorporated into the report. The drawdown figures are in good shape.
Bohn noted the State Theatre is one month behind on its repayments. In addition,
Urban Outfitters is one month behind (the first time in two years this has occurred).
B. Staff Report
Bohn noted that the IURA‐prepared EPA Brownfields Cleanup Grant application for the
Ithaca Falls Overlook site has been submitted. He stressed that, if this application for
$200,000 is not awarded, there will be a significant shortfall of funding to complete
remediation of the site. He noted that thus far, investigation results suggest no soil
contaminated soils have migrated to areas of public access. He added that ground
water monitoring well results are now beginning to be received.
C. Next Meeting: January 18, 2013
VIII. Adjournment — Adjourned by consensus at 10:24 a.m.
— END —
Minutes prepared by C. Pyott, edited by N. Bohn.