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HomeMy WebLinkAboutRichard F. Warren & Associates - Discretionary Grant Program - 4/10/2006 q-/o -off Richard F.Warren & Associates 3816 Whitman Road Annandale,VA 22003 (703)863-2995; fax(703)876-0901 ai2 �msn.com Email: l.li►uu000 March 17,2006 Donald J. Temeyer City Planner 715 Mulberry Street Waterloo, Iowa 50703 Dear Mr. Temeyer: It was nice to hear from you again. I look forward to seeing you at 7:30,March 28`h at the Washington Court Hotel . The project you described appears to be an excellent candidate for federal funding. The grant we will focus on is administered through the Office of community Services (OCs). It is part of the agency's $25 million Discretionary Grant Program and provides $700,000 or $500,000 grants for economic development. Mr. Brockington was the career official in charge of this particular program. The grant announcement for this program is appeared in February and is due on May 15"'. The funds would go directly into the community development corporation (CDC). We very much appreciate the opportunity to work with you to find the resources needed to help meet your long-term goals for the City of Waterloo, Iowa. AGREEMENT FOR GRANT WRITING SERVICES TO PREPARE AN APPLICATION FOR A COMMUNITY ECONOMIC DEVELOPMENT GRANT This document is an agreement to prepare a grant application for submission to the US Department of Health and Human Services,Office of Community Services (OCS). This 1 agreement is between Richard F. Warren&Associates (hereinafter known as the Consultant) and the City of Waterloo,Iowa(Client). A. General workplan requirements Consultant will assist with information gathering(via phone, fax, e-mail, overnight delivery or letter), analysis,packaging and preparation of the grant application and attachments. This includes providing Client with a list of information and a questionnaire it must provide(or respond to)for consultant's use in preparing the grant application. Based on prior OCS requirements, within 10 days of signing the agreement,consultant will provide an additional list after OCS publishes its request for proposal. Consultant will provide Client with a list of actions and instructions that it must execute to be ready for the proposed grant project.This includes, but is not limited to, providing written draft agreements(for inclusion in grant application)that must be concurred to and signed by the relevant City officials and other parties that may include a partner, local job coordinator, evaluator and others. The consultant will mail, overnight,or deliver the draft and final application to Client. Client is responsible for properly signing and delivering the appropriate set of documents to the delivery point required by the OCS before the submission deadline. B. Other Client actions required under this agreement The Client will provide the above requested information and respond to questions expeditiously,by whatever means may be necessary, including: e-mail,regular mail, or overnight delivery to consultant. It is critical that the Client have a knowledgeable representative available to answer general or follow-up questions by phone or by e-mail for within one working day or the request. Client shall have such a person available to the consultant within 10 days of signing of this agreement. Additionally,the knowledgeable person will be available for periodic communication throughout the engagement. C. Payment of fee The fee for Consultant's services is $30,000, half of which is payable upon signing this contract,the remainder of which is due upon delivery of the final draft. D. Effective_period The effective date of this agreement is from the date of signing this contract to October 31, 2006, or a six-month period beginning on the date of signing, whichever is longer. E. Warranty and other terms The consultant does not guarantee that Client will receive the grant but warrants that the application will be prepared in a complete and comprehensive manner based on information received from Client. The consultant will update the application at no additional fee for the next round of funding should Client not receive funding during this round. 2 The terms herein constitute the entire agreement regarding services we will provide and supersede all prior agreements, understandings,negotiations and discussions between us, whether written or oral. This agreement may be supplemented only by other written agreements. We are serving as consultants and you may accept or reject our recommendations. Our maximum liability relating to services rendered under this agreement regardless of form of action whether in contract negligence or otherwise shall be limited to the charges paid to us for the portion of services or work products giving rise to the liability. In no event shall we be liable to consequential, special, incidental or punitive loss,damage or expense(including without limitation, lost profits,opportunity costs or etc)even if we have been advised of their existence. The services described in the foregoing agreement are in accordance with our requirements and we understand the terms,conditions and limitations recited above. City of Waterloo,Iowa --- ------ -------------md� °�------y-10-OL Signature and Title Date Richard F.Warren & Associates ----------------------------------------------------------------------------- Signature and Title Date Richard F. Warren & Associates RFW& Associates specializes in partnering with companies, local government, community-based organizations and other entities seeking funding and strategic planning for Community Economic Development. We have successfully identified and obtained Federal Grants, State and Local Grants and Loans, Foundation support and Tax Credits for our clients. 3 Our firm's resource development plans are based on a detailed assessment of the group's strengths and position in the marketplace. This methodology includes a customized approach that matches the client's particular case statement to specific funders. Federal Grants—Office of Community Services The best current source of funds for community economic development is within the Discretionary Program of the Office of Community Services (OCS), U.S. Department of Health and Human Services. This program, in existence since 1981, awards approximately $25 million per year, in grants of up to $700,000 to Community Development Corporations (CDCs)to create jobs for low-income persons. OCS funding for economic development projects has several advantages: It is flexible and can be used for pre-development and other soft costs, equity investments, Other Federal Grant Sources We also pursue all other available federal grants and loan programs. For example, our firm will explore the availability of HUD's Community Development Block Grant Program, its Section 108 Loan Guarantees and the Economic Development Initiative for our client's project. Additionally, the Department of Commerce has resources available through it Economic Development Administration (EDA) program. Brownfields restoration programs using Environmental Protection Agency, HUD, Department of Defense, and EDA funds should also be considered for community economic development projects. Finally,we evaluate the applicability of New Markets Tax Credits as equity for many deals. Non-Traditional Funding Sources Our firm also helps clients pursue non-traditional and creative funding strategies through such programs as the Department of Transportation's Livable Communities Initiative and federal planning grants that can often be utilized in mixed-used projects. 4 { Additionally we seek training and welfare funds through the Department of Labor's Welfare-to-Work grants whenever possible. Finally, many Community Development Corporations can share with states in Federal Temporary Assistance for Needy Family (TANF)programs that employ TANF clients Firm's Principals RICHARD F. WARREN Mr. Warren is the former President of the Community Marketplace Development Institute, (CMDI), a non-profit intermediary, formed to bring retail development to distressed communities. In that capacity he raised millions of dollars for community development projects and provided technical assistance to CDCs, local governments, HUD, and the Office of Community Services (OCS). CMDI helped develop retail in over a dozen cities in the past three years. Prior to that he was the State and Local Lobbyist for the International Council of Shopping Centers where he created the highly successful Alliance Program that brought together retailers, developers and city officials to bring retail development to urban locations CALVIN C. BROCKINGTON Mr. Brockington was responsible for administering the Discretionary Program for the Office of Community Services (OCS)that granted $25 million annually to CDCs. The program supports the goals of attracting capital to low-income communities and Creating jobs and business development opportunities for low-income persons. Mr. Brockington oversaw real estate development projects including wholesale and commercial businesses centers, retail stores, supermarkets, restaurants, industrial and shopping centers. The awards have attracted over$500 million of capital, particularly real estate investments into low-income and distressed communities throughout the United States. Mr. Brockington was responsible for rewriting community development program regulations to conform to marketplace driven business standards for developing businesses and economic development projects in low- income communities 5