HomeMy WebLinkAboutMN-IURA-2018-01-25Approved: 2/22/18
108 E. Green St.
Ithaca, NY 14850
(607) 274-6565
MINUTES
ITHACA URBAN RENEWAL AGENCY
Common Council Chambers, City Hall
8:30 A.M., Thursday, January 25, 2018
Members: Tracy Farrell, Vice‐Chair; Chris Proulx; Karl Graham; Laura Lewis (Common Council
Liaison)
Excused: Mayor Svante Myrick, Chair; Eric Rosario
Staff: Nels Bohn; JoAnn Cornish; Anisa Mendizabal; Charles Pyott
Guests: None
I. Call to Order
Vice‐Chair Farrell called the meeting to order at 8:30 A.M.
II. Agenda Additions/Deletions
No changes were made to the agenda.
III. Public Comment
None.
IV. Review of Draft Meeting Minutes: December 21, 2017
Proulx moved, seconded by Lewis, to approve the December 21, 2017 meeting minutes, with no
modifications.
Carried Unanimously 3‐0
V. Economic Development Committee (EDC) Report
A. CD‐RLF, Request from Tompkins Community Action, Inc. for Supplemental Loan Assistance for Harriet
Giannelis Child Care Center Project at 661‐701 Spencer Rd.
Proulx explained that the proposed resolution will enable the IURA to provide supplemental financial
assistance to Tompkins Community Action (“TCAction”). TCAction initially believed it would be able to
remain at its principal office address, while the building is being reconstructed. That turned out not to
be the case, resulting in a significant unanticipated cost of leasing a temporary space. The loan would
cover a 10‐year term, which TCAction indicates it is comfortable with. The IURA will need to amend its
policies so relocation assistance is an appropriate use of funds.
Bohn indicated the project is creating jobs and meets the public benefit test. TCAction has a strong
long‐term balance sheet, as a result of its Head Start funding, to be able to repay the loan, although
there is very little collateral.
Ithaca
Urban
Renewal
Agency
IURA Minutes
January 25, 2018
Page 2 of 11
Bohn explained that CDBG regulations place restrictions on loans to not‐for‐profit organizations and
relocation assistance does not qualify as an economic development activity; so the proposed resolution
indicates the loan would be made from the IURA’s Urban Development Action Grant (UDAG) funds in
the first instance. The resolution directs staff to seek Common Council approval of an amendment to
the Action Plan to authorize use of CDBG program income as the funding source for the loan. If
approved by Common Council, UDAG funds will be preserved for other projects.
Moved by Proulx, seconded by Graham:
Loan Assistance to Tompkins Community Action, Inc. (Activity #23, 2017 Action Plan)
WHEREAS, on October 18, 2017, Tompkins Community Action, Inc. (TCA) applied for a $90,960 loan
for unanticipated relocation expenses associated with construction of the $2,100,000 Harriet
Giannelis Child Care Center at 661‐701 Spencer Rd., Ithaca, NY; and
WHEREAS, the HGCCC will provide five Early Head Start classrooms serving 48 low‐income children
and their families, and
WHEREAS, the primary objective of the Community Development Revolving Loan Fund (CD‐RLF) is
provision of direct financing for economic development activities that create employment
opportunities, facilitate the expansion of business activity within the City of Ithaca and expand the
commercial and industrial tax base, and
WHEREAS, approximately $145,000 in miscellaneous funds received after close‐out of projects
undertaken with Urban Development Action Grants (UDAGs) are administered by the IURA and are
eligible to be used for a wide variety of community development activities including child care
centers and relocation expenses, and
WHEREAS, a total of three (3) new jobs are projected to be created as a result of requested
financial assistance, and
WHEREAS, TCA is a certified living wage employer, and
WHEREAS, the proposed uses of project funds are:
$84,200 Property acquisition
$1,774,470 Construction
$153,530 Fees/Soft costs
$90,960 Relocation expenses
$2,103,160 Total, and
WHEREAS, the proposed sources of project funds are:
$1,325,000 NYS Community Investment Fund (CIF)
$603,000 Bank
$84,200 IURA property acquisition
$90,960 IURA relocation
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January 25, 2018
Page 3 of 11
$2,103,160 Total, and
WHEREAS, the applicable CDBG public benefit standard for economic development projects
requires at least one full‐time equivalent (FTE) job be created for every $35,000 of loan assistance,
and
WHEREAS, the project will generate at least three (3) additional FTE jobs, resulting in $30,320 of
loan assistance per beneficiary thereby satisfying the public benefit test, and
WHEREAS, the CD‐RLF establishes the maximum amount of financing for non‐retail businesses at
$150,000 unless a project will result in extraordinary degree of public benefit, and
WHEREAS, the project satisfies all eligibility requirements of the Economic Development Policy
Guidelines and Operating Plan (ED Operating Plan) if CDBG funds are not used to fund the
economic development activity; and
WHEREAS, CDBG regulations limit eligible uses of CDBG funds for economic development loans to
nonprofit entities to the following:
acquisition,
construction,
rehabilitation,
reconstruction, or
installation of commercial or industrial buildings or structures and other related real property
equipment and improvements, and
WHEREAS, relocation assistance is a not an eligible CDBG use for economic development activities
carried out by a non‐profit, and
WHEREAS, a day care center serving low‐income children is eligible for CDBG funding as a public
facility activity, so the project may be allocated CDBG program income funds if the FY 2017 Action
Plan is formally amended to establish a new activity, which amendment requires a public hearing
and Common Council approval, and
WHEREAS, as project funding for relocation assistance is classified at 24 CFR 58.35(b)(3) as a
categorically excluded activity not subject to federal laws listed at 58.5, therefore the activity
requires no further environmental review under the National Environmental Protection Act (NEPA),
and
WHEREAS, the City of Ithaca Planning and Development Board issued a negative declaration on
11/22/16 finding that the project will not have a significant impact on the environment pursuant to
the City of Ithaca Environmental Quality Review Ordinance and therefore is not subject to further
local environmental review, and
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January 25, 2018
Page 4 of 11
WHEREAS, at their January 9, 2018 meeting, the IURA Economic Development Committee reviewed
the loan application, a credit analysis prepared by IURA staff and applicable provisions of the IURA
Economic Development Policy Guidelines and Operating Plan, and recommend the following; now,
therefore, be it
RESOLVED, that the IURA hereby find the requested relocation assistance a reasonable and
appropriate project expense and approves a loan in accordance with the loan application, subject
to the following terms:
Borrower: Tompkins Community Action, Inc.
Loan Amount: Up to $90,960
Project: Relocation expenses associated with the construction of the
Harriet Giannelis Day Care Center, located at 661‐701 Spencer Rd.,
Ithaca, NY.
Total Project Cost: $2,103,160
Projected Use of IURA Funds: Temporary relocation expenses for TCA operations
Term: 120 months (10 years)
Amortization Term: 120 months
Interest Rate: 2.5% annually
Repayment: Level monthly payments of principal and interest to fully amortize
the loan over 240 months (approximately $857.50/month).
Loan Collateral: 1. Security lien on tangible personal property of the Harriet
Giannelis Day Care Center, including but not limited to furnishings,
kitchen equipment and movable playground equipment located at
661‐701 Spencer Rd., Ithaca, NY.
Personal Guarantor(s): Not applicable
Job Creation Requirement: Creation of a minimum of three (3) FTE employment positions of
which at least 51% must be held by low‐ and moderate‐income
persons.
Reporting: 1. Annual submission of audited financial statements.
2. Quarterly IURA job reporting.
3. Documentation of project match funding.
And be it further,
RESOLVED, that the initial source of loan funds shall be miscellaneous income derived from
miscellaneous funds derived from closed‐out Urban Development Action Grant (UDAG) projects,
and be it further
RESOLVED, that the IURA hereby recommends to the City of Ithaca Common Council a substantial
amendment to the FY 2017 Action Plan to allocate $90,960 to the Harriet Giannelis Early Head Start
Day Care Center project, a CDBG‐eligible public facility serving 48 low‐income children, with funds
to be derived from the Community Development Revolving Loan Fund (CD‐RLF), and be it further
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January 25, 2018
Page 5 of 11
RESOLVED, that upon Common Council approval of an Amendment to the FY2017 Action Plan to
establish a new funded activity for the day care facility, CDBG program income from the CD‐RLF
shall be allocated to fund the loan, and be it further
RESOLVED, that should the Action Plan amendment not be approved, UDAG funds shall serve as
the permanent funding source for the loan, and
RESOLVED, that the IURA Chairperson, upon the advice of IURA legal counsel, is hereby authorized
to execute all necessary and appropriate documents to implement this resolution.
Carried Unanimously 3‐0
B. CDBG Optional Relocation Assistance Policy
Moved by Proulx, seconded by Graham:
CDBG Optional Relocation Assistance Policy
WHEREAS, under 24 CFR §570.606 certain persons displaced by an activity assisted with CDBG
funds must be offered relocation payments, and
WHEREAS, CDBG regulations define displaced persons broadly to include:
• individuals
• families
• businesses
• non‐profit organizations, and
• farms, and
WHEREAS, CDBG funds may also be used for optional relocation payments and assistance to the
above entities displaced by an activity that is not subject to the requirements of section 570.606,
which may include temporary relocation assistance or payments at levels higher than those
required, and
WHEREAS, the CDBG grantee may make such optional relocation assistance only upon the basis of a
written determination that such payments and assistance are appropriate and only if the grantee
adopts a written policy available to the public setting forth the relocation payments and assistance
it elects to provide, and
WHEREAS, the written policy must also provide for equal payments and assistance within each class
of displacees, and
WHEREAS, at their January 9, 2018 meeting, the IURA Economic Development Committee reviewed
this matter and recommends the following; now, therefore, be it
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January 25, 2018
Page 6 of 11
RESOLVED, that the IURA hereby adopts the CDBG Optional Relocation Assistance Policy, dated
January 9, 2018.
Carried Unanimously 3‐0
CDBG Optional Relocation Assistance Policy
Ithaca Urban Renewal Agency
§570.606 of Community Development Block Grant (CDBG) regulations require a grantee to adopt a
written policy setting forth any optional relocation payments and assistance it elects to provide and
provide for equal payments and assistance within each class of displacees. Such optional relocation
assistance does not impact required relocation assistance required under
§570.606.
CDBG funds may be used for optional relocation payments and assistance to displaced
“persons” in the following classes:
• individuals
• families
• businesses
• non‐profit organizations, and
• farms.
The IURA hereby establishes the following guidelines for providing optional relocation payments
to displaced individuals, families, businesses, non‐profit organizations, and farms displaced by a
CDBG‐eligible activity:
1. Eligible Activity – Relocation activities must comply with the national objectives of the
CDBG program by satisfying the low/moderate income persons benefit test, either based
on the re‐use of the property (the displacing project) or the income of the recipients of
relocation assistance.
2. Assistance is Discretionary – Available CDBG funds are insufficient to meet all funding
requests. The IURA reserves the right to approve or deny any request for optional
relocation assistance at its sole discretion.
3. Duration of Assistance ‐ Assistance shall be limited to temporary relocation assistance only.
Assistance shall generally be limited to no more than 18 months unless the IURA extends
the duration based on a determination that an extension is reasonable and appropriate.
4. Eligible Expenses ‐ Eligible expenses are those relocation expenses authorized under the
Uniform Relocation Act (49 CFR part 24) and further described in HUD Handbook 1378.
In general eligible relocation expenses include actual reasonable out‐of‐pocket expenses
incurred in connection with the temporary relocation. For residential relocations, such
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January 25, 2018
Page 7 of 11
eligible costs include the cost of moving to and from temporary quarters and the increase in
monthly rent and utility costs. For non‐residential relocations, such eligible expenses include
moving costs, reestablishment expenses, and the increase in monthly rent and utility costs.
5. Form of Assistance – The following classes of displacees shall be eligible for grant
assistance to reimburse eligible expenses:
• involuntarily displaced individuals,
• Involuntarily displaced families,
• Involuntarily displaced businesses owned by low/moderate income persons, and
• Involuntarily displaced farms owned by low/moderate income persons.
Relocation assistance to all other classes of displacees shall be provided in the form of a loan
for projected eligible relocation expenses.
6. Each displaced person or entity within a class shall be treated equally regarding optional
relocation assistance.
7. Reasonable and appropriate – The relocation assistance provided shall be determined to be
reasonable and appropriate.
C. Committee Chairperson Report
Proulx noted the deadline for RFP responses to the Green Street Garage Development Project was
extended. The Committee will review all the applications at its March 13, 2018 meeting, which all IURA
Board members are invited to attend. At its last meeting, the Committee discussed a variety of means to
promote and publicize the meeting as much as possible, given the project’s large impact and high degree
of public interest.
Proulx noted the Committee also continues to work on reformulating and marketing IURA loan programs,
including creating a brochure or other promotional materials.
VI. Neighborhood Investment Committee (NIC) Report
A. Technical Correction to Promissory Note for 210 Hancock Street Loan to INHS (Project #1, 2015)
Graham reported the proposed resolution makes a minor technical correction to the Promissory Note,
regarding how late fees are calculated. Late fees should have been calculated as 5% of the monthly
payment, but the wording of the Promissory Note calculated it on the basis of the annual payment, which
could be significant difference.
Moved by Graham, seconded by Proulx:
Project #1 – 210 Hancock (AcƟon Plan 2015) ― Technical Correction to Promissory Note
WHEREAS, Ithaca Urban Renewal Agency (IURA) provided Ithaca Neighborhood Housing Services
(INHS) with $120,000 in financial assistance in the form of a construction loan on June 30, 2016 to
support Action Plan 2016 Project #1 – 210 Hancock, and
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January 25, 2018
Page 8 of 11
WHEREAS, an error in the language of the Promissory Note between IURA and INHS results in incorrect
calculation of the late fees imposed as five percent (5%) of total annual payment instead of five
percent of total monthly payment, and
WHEREAS, this matter has been reviewed and by the Neighborhood Investment Committee of the
IURA who recommends the following; now therefore, be it
RESOLVED, that the Ithaca Urban Renewal Agency approves a correction to the executed promissory
note for the construction loan of Project #1 – 210 Hancock (Action Plan 2015) to establish late fees to
be calculated at 5% of the total monthly payment due.
Carried Unanimously 3‐0
B. Assessment of Fair Housing (AFH) Discussion ― Review Goals #6 & #7
Graham noted the IURA Board should continue its review and discussion of the report’s goals.
Goal 6
“Address policies and practices that result in displacement, eviction of, and/or lack of housing support for
victims of domestic violence, sexual assault, and stalking.”
Graham explained that the concern being addressed by the goal is to ensure renters faced with stalking or
domestic violence have the ability to call police without fear of eviction. One of the ways this could be
done is to educate landlords, which some non‐profit organizations have experience doing. The other issue
would be enforcement, which would be more difficult.
Farrell asked if there is any available data on the incidence of the problem. Mendizabal replied she
believes The Advocacy Center has some information she could obtain. The Violence Against Women Act of
1994 (VAWA) also includes rules that landlords should be aware of.
Goal 7
“Create an Affirmatively Furthering Fair Housing‐directed goal within the 2018‐2023 Consolidated Plan.”
Graham remarked that fair housing education, enforcement, and subsidized/affordable housing are all
goals the IURA would want to fund. He suggested each annual Action Plan could identify the IURA’s
priorities up‐front, so applicants are aware of them before submitting applications. Alternatively, the IURA
could simply operate as it has been, review project applications as they are submitted, and apply its
priorities during the review process, since it may not want to risk discouraging innovative ideas for projects
that would be valuable to the community.
Proulx supported the concept of identifying priorities in advance, but that should be done as transparently
as possible, including details of what an ideal project would look like. The IURA should continue to stress
to applicants that they should be regularly looking for other funding sources.
Farrell noted if the IURA decides to identify its funding priorities up‐front, it should have serious
substantive discussions, before the annual Action Plan application process is underway.
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January 25, 2018
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C. Committee Chairperson Report
Graham reported that the Committee reviewed the 2016 Consolidated Annual Performance and
Evaluation Report (CAPER), which contains the IURA’s goals, units of measure, and percentages of goal
completion. It is a good means of identifying the effectiveness of IURA programs.
Farrell responded that the only issue she personally had with the CAPER is that it reports on a strict
interpretation of measurable outcomes (e.g., number of affordable housing units); however, the IURA’s
overall impact is arguably greater, since it provides funding to projects that provide more affordable
housing units than are captured in the report. IURA funding commitments allow some projects to obtain
Low‐Income Housing Tax Credits (LIHTC), which they may not otherwise have obtained; so the IURA’s
leverage is an important factor.
Bohn replied IURA staff could certainly try and capture more of that kind of information.
Proulx added the IURA could take the same approach with economic development projects. It would also
be useful if the CAPER could serve to establish a common baseline of outcomes with which to compare
future funding applications, since some applications contain ambiguous measurable outcomes.
Graham noted today’s agenda packet also includes HUD’s 2016 Annual Community Assessment (ACA)
report for the IURA, which identified no issues or concerns.
Bohn added the ACA is a desk‐monitoring exercise undertaken by HUD. The recent ACA rated IURA’s
performance as satisfactory, which he believes is the highest rating HUD provides.
VII. Other New/Old Business
A. Review of IURA Financials: December 2017
Bohn reported on the IURA Grants Summary, which includes the IURA’s spend‐down ratio. HUD requires
the IURA to spend its funds on a timely basis. Two large projects that need to be have funds expended by
June 1st, 2018 are the Spencer Road Sidewalks Project and the GIAC Wading Pool Expansion Project. The
IURA will need to spend $120,000 to comply with the requirement, which should be feasible. The IURA
should also continue to seek creative ways to use its funds, especially the Community Development
Revolving Loan Fund (CD‐RLF).
Proulx stressed that applicants should demonstrate they are ready to spend IURA funds in a timely
manner. He also observed many of the projects that have historically been slow to expend their funds
have been City of Ithaca projects.
B. IURA Chairperson Report
None.
C. Common Council Liaison Report
None.
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January 25, 2018
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D. Staff Report
Bohn urged IURA Board members to remember to check the 2018 Action Plan Schedule.
Bohn briefly presented the following draft 2017 Affordable Rents & For‐Sale Housing report.
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January 25, 2018
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VIII. Adjournment
The meeting was adjourned by consensus at 9:50 A.M.
— END —
Minutes prepared by C. Pyott, edited by N. Bohn.