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Home My WebLink AboutSupplemental Attachments - 11/20/20172,675,336.99 1 City of Waterloo Finance Committee Open Invoice Report r November 19, 2017 Approval Finance Committee Accounts Payable Open Invoice Report Total As of Friday, November 17, 2017 EFT Transactions: Bank Fees Friday Total 2,533,570.58 Add: Wellmark Weekly Claims Remove Waterloo Community Playhouse Remove Hoambrecker Reimbursement Subtotal - as of Monday, November 20, 2017 Workers Compensation Issued by TPA Housing Authority Housing Assistance EFT's Housing Authority Housing Assistance EFT's Payroll 2,528,134.84 5,435.74 151,493.14 (15,984.00) (297.90) 2,668,781.82 2,874.13 3,681.04 I Bill Payment Total - Monday, November 20, 2017 Payment to Council members or related entities: TRAVEL REQUEST CITY OF WATERLOO NAME(S) AND POSITION(S): Rudy Jones FINANCE DEPT. STAFF ONLY LINE ITEM USED a,Z 3Z SYs) /. 4 FY. /g BUDGETED 430 EXPENDED YTD ((O -i 81 THIS REQUEST /qg� LEFT AFTER THIS _ REQUEST jj06 V DATE 774/ //"Ac -fl Original - Clerk/Finance Copy - Department DATE: January 22-26, 2018 NAME OF CLASS / MEETING: 2018 Winter Legislative, Policy and Professional Developmental Meeting at the National Community Development Association Conference DESTINATION: Washington DC DEPARTURE POINT IF NOT WATERLOO: DEPARTURE DATE: 1-22-2018 RETURN DATE: 1-26-2018 DATE(S) OF MEETING: 1-23-18-1-26-18 PURPOSE OF TRAVEL/TRAINING National Community Development Association Conference provides sessions on CDBG, HOME, planning, best practices, financial management and sub recipient management. There are also times set aside to visit with our Congressional offices to discuss future federal funding. WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: x COST $ YES NO METHOD OF TRAVEL: CITY VEHICLE PRIVATE VEHICLE x AIRFARE DEPARTING FROM: Waterloo American Airlines ESTIMATE OF COST: 880.00 LODGING 50.00 TAXI 175.00 MEALS PARKING 400.00 REGISTRATION 490.00 AIRFARE MILEAGE/FUEL MISC/TOLLS TOTAL FOR ALL: 1995.00 I BELIEVE THIS TRIP VES A AND IS NE_Q SSAR CITY • F` NATE URPOSE THE DEPARTMENT HEAD //• v9, )4 - DATE BUDGET LINE ITEM: 224-32-5850.1346 x GRANT REIMBURSABLE YES NO BG21A.ADMN x REQUIRED CERTIFICATION YES NO TOTAL: $ PER PERSON I APPROVE THIS TRAVEL REQUEST c,/f MAYOR QQA T C ►� DATE TRAVEL REQUEST CITY OF WATERLOO FINANCE DEPT. LINE ITEM USED FYa°/' BUDGETED EXPENDED YTD THIS REQUEST LEFT AFTER THIS REQUEST DATE Original - Clerk/Finance STAFF ONLY A6,6, /1 7/.v 13 six 3;aza-o '— oi .2'71C - 'u. d -/s-(7 Copy - De•artment NAME(S) AND POSITION(S): Mohammad Elahi, Traffic Engineer DATE: November 13, 2017 NAME OF CLASS / MEETING: MoboTrex, Inc. 2017 Davenport User's Group DESTINATION: Davenport, Iowa DEPARTURE POINT IF NOT WATERLOO: DEPARTURE DATE: December 13, 2017 RETURN DATE: December 14, 2017 DATE(S) OF MEETING: December 13 & 14, 2017 PURPOSE OF TRAVEL/TRAINING: Opportunity to network, meet leading traffic industry manufacturers one on one and experience classroom sessions on innovative technology. WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: X COST $ YES NO METHOD OF TRAVEL: XX CITY VEHICLE AIRFARE DEPARTING FROM: PRIVATE VEHICLE ESTIMATE OF COST: $115.00 LODGING $45.00 MEALS $40.00 REGISTRATION $25.00 MILEAGE/FUEL TOTAL FOR ALL: $ 225.00 TAXI PARKING AIRFARE MISC/TOLLS BUDGET LINE ITEM: 266 -17 -7120 -1,6151 -134#15— X 66 -17-7120-1,613-/45X GRANT REIMBURSABLE YES NO X REQUIRED CERTIFICATION YES NO TOTAL: $ 225.00 PER PERSON I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE AND IS NECESSARY AND BENEFICIAL TO THE CITY OF WATERLOO DEPARTMENT HE a D DATE K:1Shared Goodies\Forms\Travel Request Form January 2010 I APPROVE THIS TRAVEL REQUEST MAYOR I' c -O TIc ti /11 DATE National Community Development Association Winter Legislative, Policy and Professional Development Meeting January 24-26, 2018 Pre -Conference Training - January 23, 2018 Draft Agenda Tuesday, January 23, 2018 Registration 12:00 pm — 5:00 pm PRE -CONFERENCE TRAINING 9:OOam-4:OOpm CDBG Basics Training HOME Basics Training Subrecipient Management Training Hill Visits 1:00 pm — 4:00 pm Talking Points will be available in the conference packets to help in this endeavor. Please schedule these meetings ahead of time with your Congressional offices. SUBCOMMITTEE MEETINGS 4:30 pm — 5:30 pm Community Development Program and Policy Subcommittee Planning and Professional Development Subcommittee Economic Development Program and Policy Subcommittee Wednesday, January 24, 2018 Registration & Continental Breakfast Registration - 8:00 am — 5:00 pm; Breakfast - 8:00 am — 9:00 am 1 PLENARY SESSION 9:00 am — 10:00 am Congressional Update: Outlook for FY19 CDBG and HOME Funding SUBCOMMITTEE MEETINGS 10:00 am — 11:00 am Housing Program and Policy Subcommittee Membership Subcommittee Technology Subcommittee Hill Visits/Lunch on Your Own 11:00am-1:30pm Talking Points will be available in the conference packets to help in this endeavor. Please schedule these meetings ahead of time with your Congressional offices. WORKSHOP 1:30 pm — 3:30 pm Planning Track: AFFH: Local Government Assessment Tool Part 1 This workshop will delve into the development of the Assessment of Fair Housing (AFH) Tool; the process, what is required, practical advice on development of the Tool, advice on building partnerships with your PHA, pros and cons of developing the Tool inhouse vs using a consultant, and translating the AFH Tool goals into the consolidated plan. Grants Management Track: Davis Bacon and Section 3 This workshop will focus on contract requirements, monitoring, and Section 3 best practices. Housing Track: Community Land Trusts and Land Banks This workshop will provide information on Community Land Trusts and Land Banks; how they work; how they differ; and how they can be used to assist in developing affordable housing, including areas where the housing market is growing. Economic Development Track: Using CDBG for Economic Development This workshop will provide information on using CDBG to develop successful economic development projects, including mixed -used developments; strategies for encouraging local partnerships and investment; achieving job creation/retention commitments; and job creation best practices. 3:30 pm — 5:30 pm Planning Track: AFFH: Local Government Assessment Tool Part 2 This workshop will examine the use of HUD's data mapping tools in developing the AFH Tool. The workshop will also focus on citizen participation - how to gather good data and how to analyze it, and how to engage the public and drive participation. Community Development Track: Housing Rehab Contracting This workshop will focus on contract bidding, attracting and retaining good contractors, and how to establish standards for contractors that are reasonable and enforceable. 2 Housing Track: Complex HOME Issues This workshop will focus on subsidy layering, HOME match, the UPCS requirements within HOME, and written agreements. Management Track: Conflict Resolution Thursday, January 25, 2018 Registration & Continental Breakfast Registration - 8:00 am — 5:00 pm; Breakfast - 8:00 am — 9:00 am PLENARY SESSION 8:30 am -10:00 am HUD Policy Update 10:00 am — 10:10 am Break WORKSHOPS 10:10 am — 12 noon Economic Development/Fiscal Track: Basic ED Underwriting This workshop will provide basic information and examples of underwriting economic development projects. Housing Tract: Access to Credit and Homeownership for LMI People This workshop will focus on innovative approaches to leveraging new resources to assist low- and moderate -income persons to access credit and prepare for homeownership. Fiscal Track: Common Procurement Issues Technology Track: IDIS FAQs This workshop will cover some of the most common problems encountered by grantees in using IDIS. Board of Directors Luncheon Meeting 12 noon — 1:30 pm TRAINING 1:30 pm — 3:30 pm Housing Track: Affordable Housing Solutions This workshop will focus on different options for developing affordable housing including inclusionary zoning, housing levies and other options. The session will also focus on how to attract public support for these options and how to develop policies and ordinances around these options. Economic Development Track: Section 108 Best Practices This session will focus on how Section 108 has been used creatively to finance large-scale affordable housing and economic development projects as well as public improvements and public services. The training will also provide information on the use of Neighborhood Revitalization Strategy Areas (NRSAs) to increase the flexibility of Section 108 as well as information on successful repayment strategies. 3 Fiscal Track: HUD Monitoring This workshop will provide best practices from grantees on how to ace HUD's monitoring of your programs, including important records management tips, the use of check -off lists, preparing your subrecipients, and the latest monitoring focus by HUD. Management Track: Performance Goals for Employees 3:30 pm — 5:30 pm Community Development/Housing Track: CDBG and HOME Program Efficiencies This workshop will provide methods for streamlining your CDBG and HOME programs, including efficient project and program management tips, and how to how to incorporate quality control systems within your programs to alleviate inefficiencies. Housing/Fiscal Track: Basic HOME Underwriting This workshop will provide basic information and examples of underwriting HOME -funded projects. Planning/Technology Track: Creating a CAPER This workshop will provide the cliffs notes version of developing a CAPER, from beginning to end. Management Track: Motivating Employees and Inspiring Employee Performance Regional Caucus Meetings (Open to all Conference Participants) 5:30 pm — 6:00 pm • Region 1 & 11 (New England/NY/NJ) • Region III & IV (Mid-Atlantic/Southeast — VA, WV, MD, DE, PA, AL, FL, GA, KY, MS, NC, PR, TN, USVI) • Region V/VII/VIII (Midwest/Great Plains — IA, IN, KS, MI, MN, MO, NE, OH, WI, MT, ND, SD) Region VI (Southwest - TX, NM, OK, AR, LA) • Region IX (Pacific — American Samoa, AZ, CA, HI, NV, UT) • Region X (Northwest — WA, OR, ID, AK) Conference Reception 7:00 pm — 10:00 pm Friday, January 26, 2018 Registration Continental Breakfast 8:00 am — 5:00 pm CONCURRENT SESSIONS 9:00 am — 10:00 am Community Development Track: Allocation of Costs This session will focus on the development of a cost allocation plan to allot and track direct and indirect costs within your CDBG program. Housing/Community Development Track: Ideas for Developing CHDOs and CBDOs 4 This session will look at best practices for developing Community Housing Development Organizations (CHDOs) and Community Based Development Organizations (CBDOs). Planning Track: Regional Collaborations This session will focus on how to work within your geographic region to develop partnerships to create affordable housing, including fair housing opportunities, and leverage resources for other project development. Management Track: Succession Planning ROUNDTABLE DISCUSSIONS 10:00 am — 11:00 am • ESG/Continuum of Care Q&A • Ensuring CDBG Compliance in Code Enforcement Programs • Model Financial Policies and Procedures • Program Income • NCDA Disaster Recovery Working Group (CDBG-DR Course Development) • Expenditure Timeliness • Changing Your Program Year to Accommodate Late Grant Agreements 11:00 am -11:10 am Break PLENARY SESSION 11:10 am — 12:30 pm Community Development Best Practices PLENARY SESSION 12:30 pm — 2:00 pm Audrey Nelson Community Development Achievement Awards Luncheon Hill Visits 2:00 pm — 4:00 pm Talking Points will be available in the conference packets to help in this endeavor. Please schedule these meetings ahead of time with your Congressional offices. 5 Hotel Meeting Rooms Map NCDA Meetings are all in Rooms in Red Circle I iHl MAULT (.KSn• Frnnt Deck Z L C Street, SW Lobby EXIT EXIT STARUUCKB COFFEE' - EXIT RL. Mrr Crn:•r (. 1 S.toa G�_us B a•dr.: n S:NIa Room Room Courtyard EXIT 21a arn•.alwonr •ar.larrgr A.nch dNar. myk:llr EXIT EXIT -1 6th Street, SW 3..4.* MUOM cmf nnut,, dEr 1 61, IYr«.,rhnr• W. 401.. nqr+ 100 % Smoke Free Property 6 ANITA MERFELD From: RUDY JONES Sent: Tuesday, November 07, 2017 11:53 AM To: ANITA MERFELD; Angie Fordyce Subject: RE: 2018 NCDA Winter Conference Agenda; HOME Training Anita, Let's put a travel packet together for me to go to this and try to get it in for the early bird registration asap. Thanks. Rudy D. Jones, Director Waterloo Community Development Board 620 Mulberry Street Waterloo, IA 50707 319-291-4429 https://www.facebook.com/pages/Community-Development-waterloo-lowa/691559217535703 From: ANITA MERFELD Sent: Friday, November 03, 2017 9:55 AM To: RUDY JONES; Angie Fordyce Subject: FW: 2018 NCDA Winter Conference Agenda; HOME Training Importance: High Am 1 registering anyone for this.? From: Vicki Watson[mailto:vwatson(ancdaonline.orq] Sent: Monday, October 23, 2017 5:53 PM To: ANITA MERFELD Subject: 2018 NCDA Winter Conference Agenda; HOME Training Members, Please find attached the draft agenda for the 2018 NCDA Winter Conference. The conference will be held in Washington, DC on January 24-26. The attached agenda is based on feedback received from members in a recent survey. I would encourage you to attend the conference and bring other staff with you, as the agenda provides many crosscutting sessions that focus on CDBG, HOME, planning, best practices, financial management, and others. In addition, we have added a full day of pre -conference training (Basic CDBG, Basic HOME, Subrecipient Management -- on January 23) that is free to conference attendees. We have added more time for Hill visits (Tuesday, Wednesday, and Friday) to the agenda to allow ample opportunity for you to meet with your Congressional offices. I will develop a set of talking points to be included in the conference packets. Please schedule your visits well in advance by contacting your Congressional offices 1 recent survey. I would encourage you to attend the conference and bring other staff with you, as the agenda provides many crosscutting sessions that focus on CDBG, HOME, planning, best practices, financial management, and others. In addition, we have added a full day of pre -conference training (Basic CDBG, Basic HOME, Subrecipient Management -- on January 23) that is free to conference attendees. We have added more time for Hill visits (Tuesday, Wednesday, and Friday) to the agenda to allow ample opportunity for you to meet with your Congressional offices. I will develop a set of talking points to be included in the conference packets. Please schedule your visits well in advance by contacting your Congressional offices directly. Go to https://www.senate.gov and https://www.house.gov to obtain contact information. Please also coordinate the meetings with other CDBG grantees in your state who plan to attend the conference. The early registration rate is $400 for members and $450 for non-members. The rate will increase to $500 for members and $550 for non-members after November 30. Please go to the following link to register for the conference. https://ncdaonline.regfox.com/ncda-winter-legislative-meeting NCDA has secured a block of rooms at the Holiday Inn Capitol, the conference hotel, at the rate of $199.00 plus tax per night. The deadline to make your hotel reservation is Wednesday, December 27, 2017. Reservations made after this date will be subject to availability and prevailing rate. To make your reservation, please call 877-572-6951 and reference booking code NC8.For questions regarding conference and hotel registration, please contact Gail Lewis at glewis@ncdaonline.org or Steve Gartrell at sgartrellAncdaonline.org. New HOME Basics Training Announced NCDA will hold a three day HOME Basics training in Farmingville (Town of Brookhaven), NY on December 4-6. To register and find more information go to ncdaonline.org/home. Please contact Steve at sgartrell@a,ncdaonline.org with any questions. Thanks, Vicki Vicki Watson Executive Director National Community Development Association 1775 Eye Street, NW, Suite 1150 Washington, DC 20006 540-656-9552 vicki@ncdaonline.org 2 9-960100£80015 L=Plele}SyTed6wpoowly611desooyoAulddoysiwoo•ee•mmmvisdpy LEL Suiao8-8€L ® 6LOL VV gwpaeoq leaaua9 • I JIJ kaaarl u1 3 uigeD uie ■ Flight changes allowed (fee applies) • • ■ Gl � o m n n p c, v O co EA `� Q O0 rt =rt, '-G rt Q) m O O OX O _S0 20 E�'=O Z NN° 0n LA Q rt fD O rF cn O (1) 0 J S 0 CD C (D –I-) a °' O 4 (D ��(.0 0 r+ -a VI n' - N o D D D r --h NJN W O um m �. °° T. °,1 (D T l- 0 n1 50 1 U aal (0 0) ' I_1451 J rn U -1R n uige) uiej v, LO lV O 0 i' 0 5-, v 00 r -r -P LA-) O 0_ ..i.= kr, T J R r --F D • aCIO uigeJ u!eW n O 3 0) uaaees M8N ue1d 0 0 (0 T (Q z - H i f CU CD 1 D o cD — 5 v R.O III 3 0 0 D 0_ 0) 0) 0.0 rD woo'ee yoaees 0 https://www.aa.com/shopping/chooseFlights?bookingPathStateld=1510083007096-5 I.sanB se anup_uoj rtI o r -t 03 0 mm -•1V : . . • m (D -1 3 CD n o _ • o r� Al r f- O rD LA 011c n a r rD (D Total $991.61 (all passengers) * 1 ® E 00 D -h L< c, N N p (D (D O < Cu - ; v1 a. 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