HomeMy WebLinkAboutIowa Department of Economic Development-Grant Amendment-07.20.2024 I OWA
changing
August 12, 2009
The Honorable Timothy Hurley, Mayor
City of Waterloo
City Hall - 715 Mulberry St.
Waterloo, IA 50703
SUBJECT: Contract Number 08-DRH-011
Dear Mayor Hurley:
The Department of Economic Development recently amended the CDBG Disaster Recovery
Housing Contract for City of Waterloo, in response to your request. Enclosed is your copy of
the executed amendment. Changes made by this amendment are now in effect. Please file
the amendment with your original contract document so that you will have current information
on the status of your contract. If your amendment includes a budget change, be sure that is
reflected in your next "Request for Payment/Activity Status Form." Please contact Julie Lunn
at (515) 725-3082 if you have any questions.
Sincerely yours,
Alice Meyer RECEIVED AUG 17 2009
Contract Coordinator
Enclosure
cc: Rudy D. Jones, City of Waterloo
fi l09
Chester J.Culver,Governor IOWA DEPARTMENT OF ECONOMIC DEVELOPMENT Patty Judge,Lieutenant Governor
Mike Tramontina,Director 200 East Grand Avenue,Des Moines,Iowa USA 50309 Phone:515.725.3000 Fax:515.725.3010 www.iowalifechanging.com
•
S
/ e:. , 44o, 'D a'3 - 7/3 DwA DEPT.OF ECONOMIC DEVELOPMEN
0 .
Iowa Department of Economic Development JtJ i 2 9 2009
Community Development Block Grant(CDBG)Program
Contract Amendment DIVISION OP GUMMUNl a`°
DEVELOPMENT
Recipient: City of City of Waterloo
Contract Number: 08-DRH-011
I Contract Amendment Number: Four(4) ,
Amendment Effective Date: May 19,2009
The Iowa Department of Economic Development(IDED)hereby amends the above referenced Community
Development Block Grant(CDBG)Program contract by amending Attachment E and increasing the Federal
Budget adding new Activity and increasing the performance targets.
The contract by and between the Iowa Department of Economic Development("Department or IDED") and City of
Waterloo ("Recipient")is amended as of the date shown above as follows:
AMEND each Article in the Contract that refers to"Attachment E,Requirements for Single-Family Housing Activities
—CDBG(Disaster Recovery) Supplemental Funds,revised as of January 21, 2009"to"Attachment E,Requirements
for Single-Family Housing Activities—CDBG(Disaster Recovery) Supplemental Funds,revised as of April 13,2009."
•
AMEND AWARD AMOUNT from$611,090 to$1,892,723. `
Except as otherwise revised above,the terms,provisions,and conditions of the Contract remain unchanged and are in
full force and effect.
RECIPIENT: City of City of Waterloo
BY: TIMOTHY J. HURLEY
Mayor,Cityif City of Waterloo
IOWA 4': ': TT` NTOF t0 1 ICD;
illigaLAIA IP ,iENT
BY: 1
W.y R.i.de ,Divisio! Administrator
CDBG Major Amendment
Format Approved 1/2/02
IOWA -CDBG DISASTER RECOVERY HOUSING FUND PROGRAM DESCRIPTION & BUDGET
ATTACHMENT A DATE: May 20,2009
..... ..... ......... . ... .
Tb:be fiIIez1.i.ri by lDED
Name of Recipient: City of Waterloo Original
Arnenctmertt# Fbur(4.)
Contract Number: 08-DRH-011 Prof Mgr Signi jinl
NAl IONAL:
ACTIVITY DESGRIPTIO 1 PERFO RI; BUDGET
OBJECTIVE'
Activity 1: 971 Housing Repair/Rehabilitation
for families<80%LMI
8 UNITS LMI $508,565
$60,000 per unit maximum
Activity 2: 972 Housing Repair/Rehabilitation
for families 80- 100% LMI
1 UNITS UN $60,000
$60,000 per unit maximum
Activity 3: 981 Homebuyer Assistance
for families<80%LMI
0 UNITS LMI $0
$60,000 per unit maximum
Activity 4:982 Homebuyer Assistance
for families 80-100%LMI
0 UNITS UN $0
$60,000 per unit maximum
Activity 5:991 Interim Mortgage Assistance
for families 0- 100%LMI,
9 HOUSEHOLDS UN $29,925
$3,000 per household maximum
Activity 6: 872 Single Family Unit Production
New Construction-Below 100%LMI
22 Units UN $1,256,000
Activity 7:
$0
Activity 8:
$0
Activity 9:
$0
GENERAL ADMINISTRATION 181 $38,233
TOTAL BUDGET: $1,892,723
G:\BCF\Recipients\Disaster\2008 Disaster Relief Housing\Waterloo-011\AttachAWaterloo 08-DRH-011Amend4
Revised and Effective April 13, 2009
Attachment E
Requirements for Single-Family Housing Activities -
CDBG (Disaster Recovery) Supplemental Funds —
Jump Start Federal
• These requirements pertain to three single-family housing activities
accomplished under the CDBG (Disaster Recovery) Supplemental funds.
• Single-family housing activities under this guidance will be limited to the
activities described in the IDED's Disaster Recovery Action Plan: 1)
Housing Repair/ Rehabilitation; 2) Homebuyer Assistance; and 3) Interim
Mortgage Assistance.
• Housing Repair / Rehabilitation and Homebuyer Assistance activities are
broken down into sub-activities. There are sub-activities serving only low
and moderate income (LMI) persons or households (at or below 80% of
median family income), and sub-activities serving those above 80% up to
100% of median family income.
• The Housing Repair/ Rehabilitation activity also provides for an emergency
rehabilitation sub-activity (known as Jump Start Express) that provides for
repair and rehabilitation costs at an amount not-to-exceed $24,999 in
federal funds, and that does not require that property standards
compliance be achieved on the property with these repairs / rehabilitation.
• All activities undertaken must meet a CDBG National Objective.
• For purposes of the CDBG Supplemental funds, all technical services
related costs (also known as soft costs; carrying costs; direct
administration costs) will be considered as "project delivery costs". Project
delivery costs, although administrative in nature, must be considered as
project costs attributable to the housing activity undertaken and accounted
for in this manner. Overall, project delivery costs need to be reasonable
and cannot exceed $10,000 per unit.
• The lead COG will be considered as a sub-recipient of the lead county (i.e.,
an extension of that local government).
Revised and Effective April 13, 2009
• CDBG Supplemental Funds dedicated to single-family housing will be
limited to serving only persons or households whose incomes are at or
below the median income limits (MFI) as established by HUD (i.e., 100% of
HUD MFI, by county and by household size).
• Use the HUD definition of "single-family" dwelling unit for these activities.
• Applicants at the local level, in order to be eligible for assistance, must
have applied for and received FEMA housing assistance.
• No duplication of benefits will be allowed. Prior to assisting homeowners
or homebuyers with CDBG Supplemental Funds, the IDED / recipient will
need to determine and verify any monies received from any other federal or
state financial resources providing disaster recovery funding and any
insurance settlement payments provided to your homeowner or
homebuyer, and adjust the CDBG Supplemental Funds amount and project
scope accordingly.
• Any Federal (NFIP) Flood Insurance settlement received by a homeowner
or homebuyer seeking assistance must be deducted from any CDBG
Supplemental Funds assistance provided as well. Again, no duplication of
benefits will be allowed.
• No rehabilitation benefits to structures located within the 100-year
floodplain will be allowed, unless the activity meets all HUD environmental
requirements, all applicable flood mitigation design standards, and the
property is insured by Federal Flood Insurance.
• No rehabilitation benefits will be allowed to structures located in
designated or proposed buy-out areas.
• No new construction for homebuyer assistance will be allowed in
designated or proposed buy-out areas.
• Activity specific requirements:
Housing Repair / Rehabilitation
• The maximum per unit assistance level (CDBG Supplemental funds) for
Housing Repair / Rehabilitation is $60,000. The administrative entity will be
Devised and Effective April 13, 2009
allowed actual project delivery costs not to exceed $10,000 per unit above
this amount.
• Recipients are allowed to conduct an "Emergency Repair/ Rehabilitation"
activity known as Jumpstart Express. The maximum per unit assistance
level (CDBG Supplemental funds) for Jump Start Express is $37,500,
inclusive of all costs. The hard costs of federally funded rehabilitation
under the Jumpstart Express activity cannot exceed $24,999. Under
Jumpstart Express, assisted properties are not required to be brought into
conformance with the applicable property standards, pre-disaster condition
only.
• It will be the homeowner's choice for the selection of either the Housing
Repair / Rehabilitation activity or Jumpstart Express.
• Beneficiaries of this activity must be the owner of record of the property to
be assisted (ownership type is limited to fee simple title or 99-year
leasehold ownership). Absolutely no land sales contracts.
• Housing repair/ rehabilitation assistance will be allowed only on the
beneficiary's primary residence.
• Assistance to homeowners will be limited to forgivable loans. Forgivable
loans under this activity must be a 5-year receding forgivable loan.
Forgivable loans must be secured as a mortgage lien on the assisted
property. Payback of CDBG funds will be required if the assisted property
owner sells, vacates, rents or abandons the property any time within the 5
year period.
• Only the actual CDBG Supplemental Funds-funded rehabilitation costs
incurred and/or the lead hazard abatement costs (as applicable) incurred
need to be secured with the forgivable loan. Project delivery costs incurred
need not be included in, or secured by, the mortgage lien. Lead hazard
reduction costs incurred (structures rehabilitated with CDBG Supplemental
funds at or less than $24,999) need not be included in, or secured by, the
mortgage lien.
• All units to be repaired or rehabilitated must be both financially and
structurally feasible to rehabilitate. Recipients need to establish
parameters for making this determination.
Revised and Effective April 13, 2009
• Except for Jumpstart Express, all units to be repaired or rehabilitated must
meet all applicable property standards upon completion.
The CDBG Entitlement Cities and communities with populations at or
greater than 15,000, need to comply with your own locally adopted and
enforced codes, standards and ordinances.
For the remainder of the State, in the absence of any locally adopted and
enforced codes or standards, the requirements of Iowa's Minimum Housing
Rehabilitation Standards apply.
• It is the IDED's goal to utilize the CDBG Supplemental Funds in a manner
that results in green-built, sustainable single-family structures. For those
communities conducting single-family rehabilitation activities that are
subject to Iowa's Minimum Housing Rehabilitation Standards, the
applicable "green" requirements are contained therein.
For all communities not subject to Iowa's Minimum Housing Rehabilitation
Standards, the IDED asks that you incorporate the "green" design
requirements of Iowa's Minimum Housing Rehabilitation Standards into
your individual project specifications / work write-ups, all assisted units.
• The CDBG Supplemental funds are subject to the requirements of the
Federal Lead Safe Housing regulations, impacting all single-family dwelling
units that were constructed prior to January 1, 1978. The approach needing
to be taken with regard to lead safe housing is dictated based on the
amount of CDBG Supplemental funds used for rehabilitation costs.
Homebuyer Assistance
• Homebuyer Assistance is limited to persons or households whose primary
residence was destroyed and determined to be infeasible to rehabilitate.
• Types of Homebuyer Assistance activities that may be undertaken with the
CDBG Supplemental Funds are:
1) Rehabilitation in Support of Homeownership (existing
structures), not-to-exceed $24,999 in CDBG Supplemental
funds;
2) Acquisition Assistance (either existing or newly constructed
structures), including: downpayment assistance, buyer's side
closing costs, mortgage buy-down (principal reduction),
combinations of the above; and
Revised and Effective April 13, 2009
3) Combinations of both rehabilitation and acquisition
assistance.
• Expanding on #2 above, 100% of the downpayment required by the
principal lender may be paid for with CDBG Supplemental Funds, however,
the lender's downpayment requirement cannot exceed 25% of the purchase
price or the appraised Fair Market Value (FMV), whichever is less.
• Purchased properties under this activity must result in ownership in the
form of fee simple title or 99-year leasehold. Absolutely no land sales
contracts.
• Homebuyer Assistance must be provided as a 5-year receding forgivable
loan secured by a mortgage lien on the assisted (purchased) property.
Payback of CDBG funds will be required if the assisted homebuyer sells,
vacates, rents or abandons their purchased property any time within the 5
year period.
• Any equity derived from a future buy-out of the assisted homebuyer's
destroyed dwelling unit is subject to a recapture of CDBG funds.
• Only the actual CDBG Supplemental Funds-funded rehabilitation costs
and/or acquisition subsidy provided needs to be secured with the
forgivable loan. Project delivery costs and lead hazard reduction costs
incurred need not be included in, or secured by, the mortgage lien.
• Recipients shall require the beneficiaries of their homebuyer assistance
activities to use a principal loan product that meets all of the following
criteria:
1) With the exception of a Habitat for Humanity loan product, the
principal mortgage loan must be the only repayable loan in all
individual homebuyer assistance projects.
2) The CDBG Supplemental funds may be recorded in junior
position to the principal loan, but must be recorded in senior
position to all other funding in all homebuyer assistance
projects (with the exception of a Habitat for Humanity principal
loan). Additionally, recipients of CDBG Supplemental
homebuyer assistance activities must maintain their
assistance security agreements in the above-stated recording
position throughout the 5-year period, and will not be allowed
Revised and Effective April 13, 2009
to subordinate the required recording position to any other
forms of assistance, such as home equity loans.
3) Any mortgage lending entity's (a regulated lender's) principal
mortgage loan products may be used provided they meet all of
the following minimum requirements:
a) Loan interest rates cannot be higher than four percentage
points above the federal prime interest rate at the time of
loan commitment;
b) Loan terms will include a 75% or higher Loan-to-Value ratio
(LVR);
c) No less than a 15-year, fully amortized, fixed-rate mortgage
may be used (early pay-off provisions must be allowed);
and
d) No adjustable rate mortgages or balloon payment types of
mortgages will be allowed.
• The maximum per unit assistance level (CDBG Supplemental funds) for
Homebuyer Assistance is $60,000. The administrative entity will be allowed
actual project delivery costs above this amount, not to exceed $10,000.
• The Homebuyer Assistance is to be provided by the recipient jurisdiction
where the assisted homebuyer is purchasing a replacement dwelling unit,
not from the recipient jurisdiction where the homebuyer's destroyed
dwelling unit is located. The exception to this provision would be if an
assisted homebuyer purchases a dwelling unit in any of the counties that
are not declared disaster area counties. These homebuyers would apply for
and obtain Homebuyer Assistance from the recipient jurisdiction where
their destroyed dwelling unit is located.
• All existing units to be purchased in need of rehabilitation must be both
structurally and financially feasible to rehabilitate.
• All existing units to be purchased in need of rehabilitation must meet all
applicable property standards upon completion.
The CDBG Entitlement Cities and communities with populations at or
greater than 15,000 need to comply with your own locally adopted and
enforced codes, standards and ordinances.
Revised and Effective April 13, 2009
For the remainder of the State, in the absence of any locally adopted and
enforced codes or standards, the requirements of Iowa's Minimum Housing
Rehabilitation Standards apply.
• It is the IDED's goal to utilize the CDBG Supplemental Funds in a manner
that results in green-built, sustainable single-family structures. For those
communities conducting single-family rehabilitation activities in support of
homeownership that are subject to Iowa's Minimum Housing Rehabilitation
Standards, the applicable "green" requirements are contained therein.
For all communities not subject to Iowa's Minimum Housing Rehabilitation
Standards, the IDED asks that you incorporate the "green" design
requirements of Iowa's Minimum Housing Rehabilitation Standards into
your individual project specifications /work write-ups, all assisted units.
• All replacement housing purchased with CDBG Supplemental funds needs
to be located outside of the 100-year flood plain and outside of a
designated or proposed buy-out area.
• The CDBG Supplemental funds are subject to the requirements of the
Federal Lead Safe Housing regulations, impacting all single-family dwelling
units to be purchased that were constructed prior to January 1, 1978.
Interim Mortgage Assistance
• Interim Mortgage Assistance is available only to applicants whose
destroyed dwelling unit is located in a designated or proposed buy-out
area. Applicants for Interim Mortgage Assistance are also eligible for
Homebuyer Assistance, but not Housing Repair / Rehabilitation.
• Interim mortgage assistance may be used to maintain mortgages (payment
of principal, interest, property taxes and hazard insurance).
• The maximum interim mortgage assistance allowable per assisted person
or household will be $1,000 per month for a period not to exceed 3 months,
starting on the date the Interim Mortgage Assistance is awarded.
• Interim mortgage assistance may be provided as a grant.
OcN
C.)
%-*\