APPLICATION TRAINING February 27, 2018: March 8, 2018: Crowne Plaza - - PDF document

▶
application training
SMART_READER_LITE
LIVE PREVIEW

APPLICATION TRAINING February 27, 2018: March 8, 2018: Crowne Plaza - - PDF document

Feb 10, 2024 94 likes •927 views

2018 CDBG PF & CDBG PLNG February 27, 2018 (Madison) Application Training & March 8, 2018 (Eau Claire) COMMUNITY DEVELOPMENT BLOCK GRANT FOR PUBLIC FACILITIES (CDBG PF) AND PLANNING (CDBG PLNG) APPLICATION TRAINING February

slide-1
SLIDE 1

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 1

COMMUNITY DEVELOPMENT BLOCK GRANT FOR PUBLIC FACILITIES (CDBG‐PF) AND PLANNING (CDBG‐PLNG)

APPLICATION TRAINING

February 27, 2018: Crowne Plaza 4401 E. Washington Avenue Madison, WI March 8, 2018: Holiday Inn Eau Claire South 4751 Owen Ayres Court Eau Claire, WI

AGENDA

9:00am – 9:05am Welcome & Introductions 9:05am – 10:30am CDBG Program Overview Planning Projects & Application Public Facilities Projects & Application 10:30am – 10:45am Break 10:45am – 12:00pm Application Documents (continued) Attachments Q & A Closing Remarks 12:00pm – 1:00pm Special Session: Income Surveys

2

slide-2
SLIDE 2

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 2

INTRODUCTION: DEPARTMENT OF ADMINISTRATION STAFF

3

APPLICATION TRAINING PRESENTERS:

 Dave Pawlisch, Director, Bureau of Community Development  Angela Davis, Grants Specialist – Advanced  Joanna Storm, Grants Specialist – Advanced

ADDITIONAL STAFF:

 Miriam Anderson, Grants Specialist Advanced  Amanda Knack, Grants Specialist – Advanced  Mark Staff, Grants Specialist – Advanced Lead  Sandy Herfel, Administrative Support

INTRODUCTION: TRAINING GOALS

 Inform potential applicants about the programs  Explain the application submission and review processes  Explain the application requirements and contents of the application packets  Answer questions

4

slide-3
SLIDE 3

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 3

CDBG PROGRAM ADMINISTRATION

 The Community Development Block Grant (CDBG) program is a federal

formula‐based grant program

 Title 1 of the Housing and Community Development Act (1974), as

amended

 Code of Federal Regulations (24 CFR 570)  Administered by the Department of Administration (DOA) – Division of

Energy, Housing and Community Resources (DEHCR) Bureau of Community Development

5

CDBG PROGRAM PURPOSE

 Program purpose = the development of viable communities through the

provision of decent housing, a suitable living environment, and the expansion of economic opportunities, principally for the benefit of low‐ income and moderate‐income (LMI) persons

 LMI Threshold = Less than 80% of the area median income (AMI) as

determined by HUD for:

 Local Municipalities, and  Census Blocks

(Refer to the links on slide #40)

6

slide-4
SLIDE 4

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 4

ELIGIBILITY CRITERIA

 Applicants mus

must be non‐entitlement Units of General Local Government (UGLGs)

 Projects mus

must meet a CDBG National Objective and be an eligible activity

 Project costs mus

must be eligible for CDBG funding and applicants mus must meet the minimum Match requirements

  • CDBG‐PF Grant Maximum Award = 50% of eligible project costs (up to $500,000)
  • CDBG‐PLNG Grant Maximum Award = 50% of eligible project costs (up to $25,000)

7

ADDITIONAL APPLICANT CRITERIA

 Citizen Participation: Mu

Must have Citizen Participation Plan and mus must hold pre‐application Public Hearing [with hearing notice, minutes and/or Citizen Participation Certification, and sign‐in sheet(s)]

 Authorizing Resolution by Municipality and Certifications from Chief Elected Official  Compliance with prior CDBG Awards  Consecutive (back‐to‐back) annual CDBG awards for both the Public Facilities and

Planning programs are NO NOT eligible for consideration

8

slide-5
SLIDE 5

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 5

ADDITIONAL APPLICANT CRITERIA (CONTINUED)

 Must be able to accept award and proceed with negotiating the Grant Agreement

according to the 2018 Annual Grant Cycle timeline

 The UGLG may consi

consider er passing passing a re resolution during during th the applic applicatio ion pr prepar eparation ion pr proc

  • cess

ess to grant approval/acceptance rights to the Chief Elected Official on behalf of the UGLG in the event that the application is awarded CDBG funds

9

CDBG PROGRAM REQUIREMENTS

10

Upon Award:

 Award Acceptance  Pre‐Agreement Documents  Execution of Grant Agreement  2‐Day CDBG Implementation Training Sept./Oct. 2018  Compliance with Grant Agreement & current Implementation

Handbook (posted on website)

 Policies/Regulations  Reporting & Recordkeeping Requirements  Project Milestones/Deadlines and Processes

slide-6
SLIDE 6

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 6

11

CDBG PROGRAM REQUIREMENTS (CONTINUED)

Non‐compliance may result in cancellation of grant and/or payback of CDBG funds

Procurement: (Implementation Handbook, Chapter 3; 24 CFR Part 85.35‐.36)

 May contract for professional services

(e.g., Grant Application, Grant Administration, Engineering, Planning, etc.)

 Follow local policies for procurement/purchasing/contracting when using matching

funds only

 Follow Federal/State competitive procurement requirements and local policies for

contracts to be funded with CDBG

 Outreach to Minority Business Enterprise/Women Business Enterprise (MBE/WBE)

and Section 3 firms encouraged for all contracting

 Section 3 outreach efforts and contract language requirements apply for any

contracts funded with CDBG

12

CDBG PROGRAM REQUIREMENTS (CONTINUED)

slide-7
SLIDE 7

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 7

Procurement (continued): (Implementation Handbook, Chapter 3; 24 CFR Part 85.35‐.36)

 Exception: Contracting with Regional Planning Commission (RPC)

Competitive procurement not required when using federal funds (follow local policy)

 Refer to the CDBG Implementation Handbook for further guidance:

http://www.doa.wi.gov/Divisions/Housing/Bureau‐of‐Community‐ Development/CDBG‐PF‐Program‐Overview/#handbook

 Fees for preparation of grant application:  May be published on DEHCR website  Cannot be included in the CDBG Project Budget (not as CDBG or Match)

13

CDBG PROGRAM REQUIREMENTS (CONTINUED)

Financial Management:

 Financial management system with appropriate controls  Separate, non‐interest bearing account (or separate account register) for CDBG funds

Environmental Requirements:

 Environmental regulations compliance/certification prior to the start of construction

(PF) and planning (PLNG) Davis‐Bacon and Related Acts (DBRA) and other Federal Labor Standards Regulations:

 DBRA Wage Rates and Federal Labor Standards required, if applicable to Project

14

CDBG PROGRAM REQUIREMENTS (CONTINUED)

slide-8
SLIDE 8

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 8

Grant Disbursements:

 Allowable costs incurred prior to Award:

Engineering (match only; up to 12 months prior to Application submittal)

 Allowable costs incurred on or after Award Date:

Grant Administration; Planning (after Environmental Compliance); Other Costs approved by DOA‐DEHCR

 Allowable costs incurred after the Execution of Grant Agreement and Environmental

Compliance/Certification: Acquisition, Construction

 CDBG disbursements paid for eligible costs as invoices are received or as a

reimbursement for invoices already paid by Grantee

15

CDBG PROGRAM REQUIREMENTS (CONTINUED)

NATIONAL OBJECTIVE QUALIFICATION

  • 1. Benefit to Low‐ and

Moderate‐Income Area Benefit Limited Clientele Housing (N/A for PF/PLNG) Jobs (N/A for PF/PLNG)

  • 2. Elimination/Prevention
  • f Slum & Blight

Area Basis Spot Basis

  • 3. Response to an Urgent

Local Need 16

 Must be an Eligible CDBG Activity  Must meet 1 of 3 CDBG National Objectives: 1.

LOW‐ AND MODERATE‐INCOME (LMI) BENEFIT

2.

SLUM & BLIGHT (SB)

3.

URGENT LOCAL NEED (ULN) [PF Only]

 LMI Projects given priority

slide-9
SLIDE 9

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 9

APPLICATION REVIEW PROCESS

 CDBG‐PLNG Applications: Awarded funding based on eligibility and

available funds

17

Ques Questions?

  • ns?

CDBG‐PLNG/CDBG‐PF PROGRAM OVERVIEW & APPLICATION REVIEW PROCESS

18

slide-10
SLIDE 10

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 10

COMMUNITY DEVELOPMENT BLOCK GRANT FOR PLANNING (CDBG‐PLNG)

PLANNING (PLNG) PROGRAM

CDBG‐PLNG PROGRAM

https://doa.wi.gov/Pages/LocalGovtsGrants/CDBGPlanningProgram.aspx

20

slide-11
SLIDE 11

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 11

CDBG‐PLNG OVERVIEW

 NEW Process:  Applications accepted on continuous basis year‐round  Award contingent upon eligibility and funding availability  Applicants informed in writing with decision letter  Appeal must be made within 30 days of decision letter  Identify a specific project that needs further planning that will serve a public purpose  Address major local economic or community development need or unexpected

economic activities that adversely impact the community

21

CDBG‐PLNG REQUIREMENTS

 Support of local community/organizations/businesses  Reasonable Budget cost estimates  Applicant capacity and capability to conduct planning or Applicant will procure

planning services (in accordance with CDBG competitive procurement requirements)

 Will likely result in implementation of project being planned  Formal approval of Plan or adoption of the Plan (if deemed feasible to pursue) by local

governing body

 Compliance with all State and Federal regulations for CDBG Project

22

slide-12
SLIDE 12

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 12

CDBG‐PLNG FUNDING AMOUNTS, MAXIMUM AWARD & REQUIRED MATCH

Planni nning ng (CD (CDBG‐PLNG) PLNG) Maximum CDBG Award Amount 50% of Total Costs, up to $15,000 or $25,000 (depending on Scope of Work) Required Minimum Project Match 50% of Total Costs Required Local Match Amount 25% of Total Costs CDBG Amount Allowed for Grant Administration Not Applicable (Planning Costs)

23

TIMELINE: 2018 ANNUAL CDBG‐PLNG (CONTINUOUS) GRANT CYCLE

24

APPLICATION PROCESS: TARGET/DUE DATE(S): Planning (CDBG-PLNG) Continuous Cycle Applications Available January 29, 2018 Application Training #1 February 27, 2018 Application Training #2 March 8, 2018 Applications Due to DOA Open Award Letters Within 30 Days of Application Submission Acceptance of Award Within 45 Days of Award Implementation Training #1 Late September, 2018 Implementation Training #2 Early October, 2018 Pre-Contract Process; Contracts Drafted, Negotiated, & Executed Within 90 Days of Award

slide-13
SLIDE 13

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 13

ADDITIONAL CDBG‐PLNG APPLICANT EXPECTATIONS

25

Planni nning ng (CD (CDBG‐PLNG) PLNG) Planni nning ng Activ Activities es Begin within 6 months of Award Pl Plan an Cr Crea eation Activit Activities Plan completed within 22 months

  • f Award

Pr Project ect Com Completion Docu Documents & Fin Final Pay Payment Re Request Received by DEHCR within 24 months

  • f Award

CDBG‐PLNG PROJECTS: ELIGIBLE AND INELIGIBLE ACTIVITIES

26

Eligib Eligible le CDBG CDBG‐PLN PLNG Pr Projec ects ts & Cos Costs: s:

  • Comprehensive plans
  • Individual project plans
  • Community development plans
  • Capital improvement plans
  • Small area & neighborhood plans
  • Local analysis of impediments to fair

housing

  • Downtown revitalization plans
  • Functional plans
  • Environmental & historic preservation

studies Ineligible eligible CDBG CDBG‐PLN PLNG Pr Projec ects ts & Cos Costs: s:

  • Engineering, architectural, and design

costs related to a specific activity

  • Direct development of a CDBG

Application

  • Other costs of implementing plans
  • Operating costs for an organization
  • Construction or any other non‐

professional services

  • Any otherwise eligible planning

project costs incurred prior to the DEHCR grant award date

slide-14
SLIDE 14

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 14

CDBG‐PLNG CRITERIA

 Communit

Community‐Wi Wide Plan Plans: (CDBG Award up to $25,000)

 Emphasize collaboration among community stakeholders;  Address economic conditions;  Identify strategies to increase access to affordable housing;  Improve community vitality by addressing slum/blight conditions; or  Address other issues that will improve the well‐being of LMI persons

27

CDBG‐PLNG CRITERIA (CONTINUED)

 Sit

Site‐Specific Specific Plans Plans: (CDBG Award up to $15,000)

 Plans and strategic development

activities

 May be for specific neighborhood or

district within a community or to plan for the use or reuse of a specific site

 Examples: adaptive reuse of former

hospital, school building or other vacant structure, or potential use of a parcel of land

28

slide-15
SLIDE 15

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 15

PLANNING (CDBG‐PLNG) PROGRAM APPLICATION

29

2018 CDBG‐PLNG APPLICATION FORM PART 1 – GRANT REQUEST

30

slide-16
SLIDE 16

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 16

2018 CDBG‐PLNG APPLICATION FORM PART 2 – APPLICANT INFORMATION

31

2018 CDBG‐PLNG APPLICATION FORM PART 2 – APPLICANT INFORMATION (CONTINUED)

32

WARNING: The UGLG’s current CDBG projects must be in compliance with program requirements for a 2018 Application to be considered eligible for review and possible award.

slide-17
SLIDE 17

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 17

2018 CDBG‐PLNG APPLICATION FORM PART 3 – INITIAL ELIGIBILITY

33

2018 CDBG‐PLNG APPLICATION FORM PART 3 – INITIAL ELIGIBILITY (CONTINUED)

34

IM IMPORTANT NO NOTICES Applicant acknowledges by signing the Eligibility Checklist that:

  • Professional Services contracts for grant administration and engineering are

between the Applicant and contracted Firm(s)

  • Applicant is responsible for ensuring CDBG Grant Agreement requirements are

met

  • Fees paid for Grant Application and Grant Administration may be published on

DEHCR’s web page

  • Incomplete applications may be denied before review
  • Denial of incomplete applications cannot be appealed
slide-18
SLIDE 18

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 18

2018 CDBG‐PLNG APPLICATION FORM PART 4 – NATIONAL OBJECTIVE

35

LMI Benefit Slum & Blight

LMI NATIONAL OBJECTIVE

36

Ar Area ea Bene Benefit fit

slide-19
SLIDE 19

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 19

LMI NATIONAL OBJECTIVE (CONTINUED)

https://www.hudexchange.info/manage‐a‐program/acs‐low‐mod‐summary‐data‐local‐government/

37

Na Nation tional al Objectiv Objective Requi quired Support pporting Doc Documentatio ion LM LMI – A – Area Bene Benefit fit  Project Area Map  Population and LMI Number/Percentage from HUD LMI Summary Data: Local Governments: https://www.hudexchange.info/manage‐a‐program/acs‐low‐mod‐ summary‐data‐local‐government/ Census Block Groups: https://www.hudexchange.info/manage‐a‐program/acs‐low‐mod‐ summary‐data‐block‐groups‐places/

  • LMI Percentage Calculation Worksheet (if multiple areas)

LMI NATIONAL OBJECTIVE: SUPPORTING DOCUMENTS

38

slide-20
SLIDE 20

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 20

Na Nation tional Obj Object ctiv ive Requir quired Supp Supporting

  • rting Docu

Documentation ion LM LMI – S – Survey Da Data WITH APPLICATION:  Project Map(s) & Survey Map(s) (including response type by address/location)  Copy of the Income Survey Form and letter/correspondence to residents  Results Tabulation Forms: Income, Race/Ethnicity  Distribution “Best Efforts” Summary (if exception was approved) OTHER DOCUMENTS TO MAINTAIN:  Returned surveys and individual response tracking sheet(s)  Methodology records  Distribution efforts tracking  Correspondence with DEHCR

LMI NATIONAL OBJECTIVE: SUPPORTING DOCUMENTS

39

Na Nation tional al Objectiv Objective Requi quired Support pporting Doc Documentatio ion LM LMI – L – Limited Clien Clientele [LM [LMC]  Limited Clientele [LMC] verification (e.g., letter/certification)  Must include:

  • Nature of facility/services
  • Type(s) of clientele served (verifying LMC)
  • Verification of exclusive service to LMC or Income

Certifications

LMI NATIONAL OBJECTIVE (CONTINUED)

40

slide-21
SLIDE 21

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 21

LMI NATIONAL OBJECTIVE (CONTINUED)

41

Lim Limited Clien Clientele (L (LMC): ):

  • Abused children
  • Elderly persons
  • Battered spouses
  • Homeless persons
  • Severely disabled adults
  • Illiterate adults
  • Persons living with AIDS
  • Migrant farm workers

SLUM & BLIGHT NATIONAL OBJECTIVE

42

slide-22
SLIDE 22

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 22

DOCUMENTING PREVENTION/ELIMINATION OF SLUM AND BLIGHT

43

Na Nationa tional Objec Objectiv ive Requir quired Supporting pporting Docum Documentation ion Prev even enti tion/Eli

  • n/Elimina

nati tion

  • f
  • f Sl

Slum um & Bl Bligh ight (A (ARE REA BA BASIS)  Slum & Blight Certification & Compliance Form  Formal slum/blight designation by community  Documentation that 25%+ of properties in the area meet certain conditions specified by HUD  Documentation that proposed activity(ies) address factor(s) that contributed to the condition(s) Prev even enti tion/Eli

  • n/Elimina

nati tion

  • f
  • f Sl

Slum um & Bl Bligh ight (S (SPOT BA BASIS)  Slum and Blight Certification & Compliance Form  Documentation that CDBG funds will be used for eligible activity(ies) allowed by HUD  Documentation that proposed activity(ies) address the condition(s)

CDBG‐PLNG APPLICATION REVIEW CATEGORIES

44

 PLNG 3 Review Categories 1) Project Need 2) Budget and Matching Funds 3) Planning

slide-23
SLIDE 23

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 23

2018 CDBG‐PLNG APPLICATION FORM PART 5 – PROJECT NEED

45

2018 CDBG‐PLNG APPLICATION FORM PART 6 – BUDGET & MATCHING FUNDS

46

slide-24
SLIDE 24

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 24

2018 CDBG‐PLNG APPLICATION FORM PART 6 – BUDGET & MATCHING FUNDS

47

Budg Budget Commi mmitmen ent of

  • f

Ma Matchi tching ng Funds Funds

48

CDBG‐PLNG APPLICATION FORM PART 6 – BUDGET & MATCHING FUNDS

$25,000 $25,000 $12,000 $12,000 $13,000 $13,000 $50,000 $50,000

slide-25
SLIDE 25

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 25

49

CDBG‐PLNG APPLICATION FORM PART 6 – BUDGET & MATCHING FUNDS (CONTINUED) 2018 CDBG‐PLNG APPLICATION FORM PART 6 – BUDGET & MATCHING FUNDS (CONTINUED) Match Funding Status Options to Report:

 Applied  Pending  Committed  Secured/Awarded  Other

50

slide-26
SLIDE 26

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 26

2018 CDBG‐PLNG APPLICATION FORM PART 7 – PLANNING

51

2018 CDBG‐PLNG APPLICATION FORM PART 7 – PLANNING (CONTINUED)

52

CDBG‐PLNG Review Considerations:

  • How consistent is CDBG project with UGLG’s existing plan(s)?
  • Is/are existing plan(s) formally adopted?
  • Is/are existing plan(s) current?
  • How specific is the UGLG’s existing plan(s) in relation to the CDBG

project scope?

  • What supporting documentation is provided?
slide-27
SLIDE 27

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 27

CDBG‐PLNG APPLICATION FORM ATTACHMENTS & SUPPORTING DOCUMENTATION CHECKLIST

53

PLANNING (CDBG‐PLNG): 29 29 Ite Items

CDBG‐PLNG APPLICATION FORM ATTACHMENTS & SUPPORTING DOCUMENTATION CHECKLIST

54

slide-28
SLIDE 28

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 28

CDBG‐PLNG APPLICATION FORM ATTACHMENTS & SUPPORTING DOCUMENTATION CHECKLIST

55 56

CDBG‐PLNG APPLICATION FORM ATTACHMENTS & SUPPORTING DOCUMENTATION CHECKLIST

slide-29
SLIDE 29

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 29

CDBG‐PLNG APPLICATION SUBMISSION DOCUMENT ORGANIZATION

 Grantees must use organizers and compile attachments and supporting

documents in the prescribed order

57

CDBG‐PLNG APPLICATION SUBMISSION DOCUMENT ORGANIZATION (CONTINUED)

 Be succinct and follow the page limit requirements  Applications submitted by fax and email will NO

NOT be accepted

 Two (2) applications, signed: At least one (1) must have an original signature  Applications must be unbound (no staples, paperclips, or spiral binding) – Use rubber

bands or binder clips

 All application materials and attachments (including maps) must be printed on

standard 8.5” x 11” paper

 Non‐compliance with the Application Instructions may result in your Application being

deemed ineligible

 Incomplete applications will NO

NOT be reviewed

58

slide-30
SLIDE 30

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 30

Ques Questions?

  • ns?

CDBG‐PLNG PROGRAM OVERVIEW & APPLICATION

59

COMMUNITY DEVELOPMENT BLOCK GRANT FOR PUBLIC FACILITIES (CDBG‐PF)

PUBLIC FACILITIES (PF) PROGRAM

slide-31
SLIDE 31

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 31

CDBG‐PF PROGRAM

https://doa.wi.gov/Pages/LocalGovtsGrants/CDBGPublicFacilitiesProgram.aspx

CDBG‐PF PROGRAM OVERVIEW

 Eligible communities may be awarded grants of up to $500,000 to support

infrastructure and facility improvement projects such as:

 Water and Sewer System Upgrades  Neighborhood Facilities  Street Improvements  Drainage Systems  CDBG‐PF awards are made through an annual competitive process  Applications are scored and ranked  Informed in writing with a decision letter

62

slide-32
SLIDE 32

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 32

CDBG‐PF PROGRAM OVERVIEW

 2018 CDBG‐PF: Approximately $10 million available CDBG‐PF Applications  Additional grants may be awarded based on rankings, if additional funds become

available

 Appeal of a denial must be made by the UGLG within thirty (30) days of the date of

denial

63

CDBG‐PF FUNDING AMOUNTS, MAXIMUM AWARD & REQUIRED MATCH

Public Public Fa Facilities (CD (CDBG‐PF) PF) Maximum CDBG Award Amount 50% of Total Costs, up to $500,000 Required Minimum Project Match 50% of Total Costs Required Local Match Amount Not Applicable Amount of CDBG Funds allowed for Grant Administration CDBG = $6,000 or up to 2% (max. $10,000)

  • f CDBG‐PF Award

64

slide-33
SLIDE 33

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 33

TIMELINE: 2018 ANNUAL CDBG‐PF (COMPETITIVE) GRANT CYCLE

65

APPLICATION PROCESS: TARGET/DUE DATE(S): Public Facilities (CDBG-PF) Competitive Cycle Applications Available January 29, 2018 Application Training #1 February 27, 2018 Application Training #2 March 8, 2018 Applications Due to DOA May 24, 2018 @ 4pm Award Letters Week of July 23-27, 2018 Acceptance of Award Within 45 Days of Award Implementation Training #1 Late September, 2018 Implementation Training #2 Early October, 2018 Pre-Contract Process; Contracts Drafted, Negotiated, & Executed July 30, 2018 – December 31, 2018

ADDITIONAL CDBG‐PF APPLICANT EXPECTATIONS

66

Public Public Fa Facilities (CD (CDBG‐PF) PF) Pre Pre‐Cons Constructi uction

  • n Activit

Activities es Complete within 8 months of Award Cons Constru truction Activit Activities es Construction completed by October 31, 2020 Pr Project ect Com Completion Docu Documents & Fin Final Pay Payment Re Request Received by DEHCR by December 31, 2020

slide-34
SLIDE 34

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 34

67

CDBG‐PF PROJECTS: ELIGIBLE ACTIVITIES

Water System Improvements Sanitary Sewers Waste Water Treatment Facilities/Plants (WWTF/P) Storm Sewers & Curb/Gutter Wells & Water Towers

68

CDBG‐PF PROJECTS: ELIGIBLE ACTIVITIES (CONTINUED)

Main Street Improvements Fire Stations Senior Centers Libraries Accessibility Improvements

slide-35
SLIDE 35

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 35

69

CDBG‐PF PROJECTS: INELIGIBLE ACTIVITIES

Ineligible eligible CDBG CDBG‐PF PF Pr Project ects & Cos Costs: s:

  • Construction/renovation of building used for

general local government business (other than Architectural Barrier Removal projects)

  • General government expenses
  • Furnishings**
  • Operating and maintenance expenses
  • Engineering costs**

** Engineering and Furnishing(s) costs can be counted toward a Community’s match requirement.

PUBLIC FACILITIES (CDBG‐PF) PROGRAM APPLICATION

70

slide-36
SLIDE 36

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 36

2018 CDBG‐PF APPLICATION FORM PART 1 – GRANT REQUEST

71

2018 CDBG‐PF APPLICATION FORM PART 2 – APPLICANT INFORMATION

72

slide-37
SLIDE 37

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 37

2018 CDBG‐PF APPLICATION FORM PART 2 – APPLICANT INFORMATION (CONTINUED)

73

WARNING: The UGLG’s current CDBG projects must be in compliance with program requirements for a 2018 Application to be considered eligible for review and possible award.

2018 CDBG‐PF APPLICATION FORM PART 3 – INITIAL ELIGIBILITY

74

slide-38
SLIDE 38

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 38

2018 CDBG‐PF APPLICATION FORM PART 3 – INITIAL ELIGIBILITY (CONTINUED)

75

IM IMPORTANT NO NOTICES Applicant acknowledges by signing the Eligibility Checklist that:

  • Professional Services contracts for grant administration and engineering are

between the Applicant and contracted Firm(s)

  • Applicant is responsible for ensuring CDBG Grant Agreement requirements are

met

  • Fees paid for Grant Application and Grant Administration may be published on

DEHCR’s web page

  • Incomplete applications may be denied before review
  • Denial of incomplete applications cannot be appealed

2018 CDBG‐PF APPLICATION FORM PART 4 – NATIONAL OBJECTIVE

76

LMI Benefit Slum & Blight Urgent Local Need

Additional Option for PF

slide-39
SLIDE 39

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 39

LMI NATIONAL OBJECTIVE

77

Ar Area ea Bene Benefit fit

LMI NATIONAL OBJECTIVE (CONTINUED)

https://www.hudexchange.info/manage‐a‐program/acs‐low‐mod‐summary‐data‐local‐government/

78

slide-40
SLIDE 40

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 40

Na Nation tional al Objectiv Objective Requi quired Support pporting Doc Documentatio ion LM LMI – A – Area Bene Benefit fit  Project Area Map  Population and LMI Number/Percentage from HUD LMI Summary Data: Local Governments: https://www.hudexchange.info/manage‐a‐program/acs‐low‐mod‐ summary‐data‐local‐government/ Census Block Groups: https://www.hudexchange.info/manage‐a‐program/acs‐low‐mod‐ summary‐data‐block‐groups‐places/

  • LMI Percentage Calculation Worksheet (if multiple areas)

LMI NATIONAL OBJECTIVE: SUPPORTING DOCUMENTS

79

Na Nation tional Obj Object ctiv ive Requir quired Supp Supporting

  • rting Docu

Documentation ion LM LMI – S – Survey Da Data WITH APPLICATION:  Project Map(s) & Survey Map(s) (including response type by address/location)  Copy of the Income Survey Form and letter/correspondence to residents  Results Tabulation Forms: Income, Race/Ethnicity  Distribution “Best Efforts” Summary (if exception was approved) OTHER DOCUMENTS TO MAINTAIN:  Returned surveys and individual response tracking sheet(s)  Methodology records  Distribution efforts tracking  Correspondence with DEHCR

LMI NATIONAL OBJECTIVE: SUPPORTING DOCUMENTS

80

slide-41
SLIDE 41

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 41

Na Nation tional al Objectiv Objective Requi quired Support pporting Doc Documentatio ion LM LMI – L – Limited Clien Clientele [LM [LMC]  Limited Clientele [LMC] verification (e.g., letter/certification)  Must include:

  • Nature of facility/services
  • Type(s) of clientele served (verifying LMC)
  • Verification of exclusive service to LMC or Income

Certifications

LMI NATIONAL OBJECTIVE (CONTINUED)

81

LMI NATIONAL OBJECTIVE (CONTINUED)

82

Lim Limited Clien Clientele (L (LMC): ):

  • Abused children
  • Elderly persons
  • Battered spouses
  • Homeless persons
  • Severely disabled adults
  • Illiterate adults
  • Persons living with AIDS
  • Migrant farm workers
slide-42
SLIDE 42

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 42

SLUM & BLIGHT NATIONAL OBJECTIVE

83

DOCUMENTING PREVENTION/ELIMINATION OF SLUM AND BLIGHT

84

Na Nationa tional Objec Objectiv ive Requir quired Supporting pporting Docum Documentation ion Prev even enti tion/Eli

  • n/Elimina

nati tion

  • f
  • f Sl

Slum um & Bl Bligh ight (A (ARE REA BA BASIS)  Slum & Blight Certification & Compliance Form  Formal slum/blight designation by community  Documentation that 25%+ of properties in the area meet certain conditions specified by HUD  Documentation that proposed activity(ies) address factor(s) that contributed to the condition(s) Prev even enti tion/Eli

  • n/Elimina

nati tion

  • f
  • f Sl

Slum um & Bl Bligh ight (S (SPOT BA BASIS)  Slum and Blight Certification & Compliance Form  Documentation that CDBG funds will be used for eligible activity(ies) allowed by HUD  Documentation that proposed activity(ies) address the condition(s)

slide-43
SLIDE 43

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 43

DOCUMENTING URGENT LOCAL NEED

85

Na Nation tional al Ob Obje jectiv ive Required Suppor pporting Docu Documentatio ion Ur Urgent Loc Local Need Need

 Documentation of the conditions that pose a serious and immediate threat to health/welfare of community  Date on which the conditions developed or became urgent (must have occurred within 18 months preceding application)  Evidence that applicant is unable to fund activity on its own and

  • ther sources of funds are not available

CDBG‐PF APPLICATION SCORING CATEGORIES

 PF 5 Scored Categories, 250 Point Maximum

1) Project Need = 100 points 2) Community Distress = 70 points 3) Financial Need = 30 points 4) Planning = 10 points 5) Matching Funds = 40 points

86

slide-44
SLIDE 44

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 44

2018 CDBG‐PF APPLICATION FORM PART 5 – PROJECT NEED

87

CDBG‐PF:

2018 CDBG‐PF APPLICATION FORM PART 6 – COMMUNITY DISTRESS

88

slide-45
SLIDE 45

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 45

2018 CDBG‐PF APPLICATION FORM PART 6 – MEDIAN HOUSEHOLD INCOME (MHI)

89

MHI of $35,500 = 28 points

2018 CDBG‐PF APPLICATION FORM PART 6 – PER CAPITA PROPERTY VALUE

90

Per Capita Property Value of $50,000 = 12 points

slide-46
SLIDE 46

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 46

2018 CDBG‐PF APPLICATION FORM PART 6 – TAX RATE

91

Full Value Gross Tax Rate of .021350 = 7 Points

2018 CDBG‐PF APPLICATION FORM PART 7 – FINANCIAL NEED

92

slide-47
SLIDE 47

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 47

2018 CDBG‐PF APPLICATION FORM PART 7 – FINANCIAL NEED

93

Cu Current Va Values Cu Current Va Values

FINANCIAL NEED: G.O. DEBT SCORING

94

NOTE: The G.O. Debt score for the UGLG is calculated based on the UGLG’s current Used G.O. Debt compared to the UGLG’s G.O. Debt Capacity. The UGLG cannot include in the calculation for Used G.O Debt any debt incurred or used for the proposed 2018 CDBG project.

slide-48
SLIDE 48

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 48

95

(Based on 70,000 gallons usage.)

FINANCIAL NEED: UTILITY RATE SCORING (WATER AND SEWER PROJECTS) 2018 CDBG‐PF APPLICATION FORM PART 8 – PLANNING

96

CDBG‐PF Application:

slide-49
SLIDE 49

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 49

2018 CDBG‐PF APPLICATION FORM PART 8 – PLANNING (CONTINUED)

97

CDBG‐PF Scoring Considerations:

  • How consistent is CDBG project with UGLG’s existing plan(s)?
  • Is/are existing plan(s) formally adopted?
  • Is/are existing plan(s) current?
  • How specific is the UGLG’s existing plan(s) in relation to the CDBG

project scope?

  • What supporting documentation is provided?

98

CDBG‐PF APPLICATION FORM PART 9 – BUDGET AND MATCHING FUNDS

CDBG‐PF Application

slide-50
SLIDE 50

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 50

99

CDBG‐PF APPLICATION FORM PART 9 – BUDGET AND MATCHING FUNDS

City of Yourville $500,000 $500,000 $350,000 $50,000 $1,000,000 $25,000 $25,000 $50,000 $100,000 $150,000 $550,000 $25,000 $75,000 05 02 2018 $100,000 $150,000 $50,000 $100,000 $100,000 $100,000 100

CDBG‐PF APPLICATION FORM BUDGET AND MATCHING FUNDS (CONTINUED)

slide-51
SLIDE 51

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 51

101

CDBG‐PF APPLICATION FORM PART 9 – BUDGET AND MATCHING FUNDS (CONTINUED)

City of Yourville Utility Account WI DNR Clean Water Fund Loan WI Department of Transportation 50,000 Friends of the Yourville Library 100,000* 250,000** 100,000*** X X X X X X X X X **DNR CWF: Intent to Apply approved by City Council and submitted to DNR. Application due 9/30/17. X X X X X ***WisDoT: Application submitted. Letter received stating DoT will invest $75,000 in street reconstruction. Request from City for DoT to invest another $25,000 for street reconstruction is under consideration by DoT. *Friends of the Yourville Library funds include $50,000 in funds on hand/collected for the project, and $50,000 in pledged donations anticipated to be paid/collected within the next calendar year. X X X X X X

CDBG‐PF APPLICATION FORM PART 9 – BUDGET AND MATCHING FUNDS (CONTINUED) Match Funding Status Options to Report:

 Applied  Pending  Committed  Secured/Awarded  Other

102

For CDBG‐PF Applications: No Documentation = 0 Point Score!

slide-52
SLIDE 52

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 52

CDBG‐PF APPLICATION FORM ATTACHMENTS & SUPPORTING DOCUMENTATION CHECKLIST

103

PUBLIC FACILITIES (CDBG‐PF): 34 34 Ite Items

CDBG‐PF APPLICATION FORM ATTACHMENTS & SUPPORTING DOCUMENTATION CHECKLIST

104

slide-53
SLIDE 53

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 53

CDBG‐PF APPLICATION FORM(S) ATTACHMENTS & SUPPORTING DOCUMENTATION CHECKLIST

105 106

CDBG‐PF APPLICATION FORM ATTACHMENTS & SUPPORTING DOCUMENTATION CHECKLIST

slide-54
SLIDE 54

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 54

CDBG‐PF APPLICATION SUBMISSION DOCUMENT ORGANIZATION

 Grantees must use organizers and compile attachments and supporting

documents in the prescribed order

107

CDBG‐PF APPLICATION SUBMISSION DOCUMENT ORGANIZATION (CONTINUED)

 Be succinct and follow the page limit requirements  Applications submitted by fax and email will NO

NOT be accepted

 Two (2) applications, signed: At least one (1) must have an original signature  Applications must be unbound (no staples, paperclips, or spiral binding) – Use rubber

bands or binder clips

 All application materials and attachments (including maps) must be printed on

standard 8.5” x 11” paper

 Non‐compliance with the Application Instructions may result in your Application being

deemed ineligible

 Incomplete applications will NO

NOT be reviewed

108

slide-55
SLIDE 55

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 55

Ques Questions?

  • ns?

CDBG‐PF PROGRAM OVERVIEW & APPLICATION

109

COMMUNITY DEVELOPMENT BLOCK GRANT FOR PUBLIC FACILITIES (CDBG‐PF) AND PLANNING (CDBG‐PLNG)

APPLICATION ATTACHMENTS

slide-56
SLIDE 56

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 56

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT CITIZEN PARTICIPATION PLAN

111

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT CITIZEN PARTICIPATION PLAN

112

slide-57
SLIDE 57

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 57

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT CITIZEN PARTICIPATION PLAN

113

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT CITIZEN PARTICIPATION PLAN

114

slide-58
SLIDE 58

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 58

2018 CDBG‐PF/PLNG REQUIREMENT UGLG MUST FOLLOW CURRENT CITIZEN PARTICIPATION PLAN (CPP), MINIMUM EQUIVALENT OF A CLASS 2 NOTICE IS REQUIRED

115 Hold Hold Hear Hearing Fi First Public ublicatio ion Da Date

Ex Exam ample: Class 2 Notice

First day of second publication does NO NOT count toward 7‐day notice period.

Sec Second Public ublicatio ion Da Date

WE WEEK EK #1 #1 WE WEEK EK #2 #2

DAY 1 DAY 2 DAY 3 DAY 4 DAY 5 DAY 6 DAY 7

2018 CDBG‐PF/PLNG REQUIREMENT UGLG MUST FOLLOW CURRENT CITIZEN PARTICIPATION PLAN (CPP), MINIMUM EQUIVALENT OF A CLASS 2 NOTICE IS REQUIRED

116

Ex Exam ample: If the local Citizen Participation Plan (CPP) states that a 2‐We Week Notice Notice will be provided, the Notice must be 14 14 fu full ll da days. [Refer to calendar shown here.]

First day of publication does NO NOT count toward 14‐day notice period.

Hold Hold Hear Hearing Po Post sting / Public ublicatio ion Da Date

DAY 1 DAY 2 DAY 3 DAY 4 DAY 5 DAY 6 DAY 7 DAY 8 DAY 9 DAY 10 DAY 11 DAY 12 DAY 13 DAY 14

slide-59
SLIDE 59

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 59

AUTHORIZING RESOLUTION TO COMMIT MATCH

New Sample!

*Submission Recommended for Scoring; Not Required

2018 PF APPLICATION PART 7 ATTACHMENTS WATER/SEWER RATES CALCULATION WORKSHEET (SAMPLE)

New Sample! *New Requirement

slide-60
SLIDE 60

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 60

2018 PF APPLICATION PART 7 ATTACHMENTS PROOF OF WATER/SEWER RATES

http://ci.delavan.wi.us/departments/water‐sewer/current‐rates/

2018 PF APPLICATION PART 9 ATTACHMENTS DETAILED COSTS ESTIMATE (SAMPLE)

slide-61
SLIDE 61

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 61

PROJECT/SERVICE AREA MAP (VIEW 1)

121

PROJECT/SERVICE AREA MAP (VIEW 2)

122

slide-62
SLIDE 62

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 62

PROJECT/SERVICE AREA MAP (VIEW 3)

123

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT FAIR HOUSING ACTIONS FORM (PAGE 1)

124

slide-63
SLIDE 63

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 63

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT FAIR HOUSING ACTIONS (PAGE 2)

125

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT FAIR HOUSING ORDINANCE SAMPLE

126

slide-64
SLIDE 64

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 64

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT SLUM & BLIGHT CERTIFICATION (PAGE 1)

127

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT SLUM & BLIGHT CERTIFICATION (PAGE 2)

128

slide-65
SLIDE 65

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 65

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT RESIDENTIAL ANTI‐DISPLACEMENT AND RELOCATION ASSISTANCE PLAN

129

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT RESIDENTIAL ANTI‐DISPLACEMENT AND RELOCATION ASSISTANCE PLAN

130

slide-66
SLIDE 66

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 66

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT ACQUISITION/RELOCATION/DEMOLITION QUESTIONNAIRE – ITEMS 1 & 2

131

Yes N/A N/A N/A N/A No Yes N/A N/A N/A N/A No No No

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT ACQUISITION/RELOCATION/DEMOLITION QUESTIONNAIRE – ITEMS 3 & 4

132

Yes No No No No Yes No N/A N/A N/A N/A N/A

slide-67
SLIDE 67

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 67

2018 CDBG‐PF/PLNG APPLICATION ATTACHMENT STATEMENT OF ASSURANCES (PAGES 1‐2)

133 134

2018 PF/PLNG APPLICATION ATTACHMENT POLICY ON CIVIL RIGHTS DEMONSTRATIONS AND PROHIBITING USE OF FORCE

slide-68
SLIDE 68

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 68

135

2018 PF/PLNG APPLICATION ATTACHMENT SAM.GOV RECORD OF DEBARMENT CHECK

136

2018 PF/PLNG APPLICATION ATTACHMENT SAM.GOV RECORD OF DEBARMENT CHECK (CONTINUED)

slide-69
SLIDE 69

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 69

137

2018 PF/PLNG APPLICATION ATTACHMENT SAM.GOV RECORD OF DEBARMENT CHECK (CONTINUED)

 State of Wisconsin Department of Administration ‐ Division of Energy, Housing and Community

Resources Bureau of Community Development: https://doa.wi.gov/Pages/LocalGovtsGrants/CommunityDevelopmentPrograms.aspx

 State of Wisconsin Department of Revenue Town, Village and City Taxes Bulletin

https://www.revenue.wi.gov/Pages/Report/t.aspx#tvc

 State of Wisconsin VendorNet/Procurement Guidance:

https://vendornet.wi.gov/

 Code of Federal Regulations 24 CFR 570

https://www.ecfr.gov/cgi‐bin/text‐ idx?c=ecfr&SID=54c36810c6688b0e29b05089163bd2f8&rgn=div5&view=text&node=24:3.1.1.3.4 &idno=24

138

WEB RESOURCES

slide-70
SLIDE 70

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 70

 HUD CDBG National Objectives and Eligible Activities Guidance:

http://portal.hud.gov/hudportal/HUD?src=/program_offices/comm_planning/communitydevelo pment/library/stateguide

 HUD Income Limits:

https://www.huduser.gov/portal/datasets/il.html

 HUD Census Block LMI Summary Data:

https://www.hudexchange.info/programs/acs‐low‐mod‐summary‐data/acs‐low‐mod‐summary‐ data‐block‐groups‐places/

 HUD Local Government LMI Summary Data:

https://www.hudexchange.info/programs/acs‐low‐mod‐summary‐data/acs‐low‐mod‐summary‐ data‐local‐government/

 HUD Procurement Guidance ‐ Cost/Price Analysis:

http://portal.hud.gov/hudportal/HUD?src=/program_offices/cpo/grantees/cstprice#who

 U.S. Census Bureau Data:

https://factfinder.census.gov/faces/nav/jsf/pages/index.xhtml

139

WEB RESOURCES (CONTINUED)

Ques Questions?

  • ns?

2018 CDBG‐PLNG & CDBG‐PF APPLICATION ATTACHMENTS

140

slide-71
SLIDE 71

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 71

Thank you for your time and participation. Please direct any questions you may have concerning the application process to the following email address:

DO DOACDBG@ ACDBG@Wisc sconsin.

  • nsin.gov

141

SPECIAL SESSION: INCOME SURVEYS

142

slide-72
SLIDE 72

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 72

HUD LMI SUMMARY DATA VS. INCOME SURVEY DATA

143

HUD Low‐ and Moderate‐Income Summary Data (LMISD) must be used to “maximum extent feasible” State can accept LMI data from income survey if justified and if sound methodology applied

INCOME SURVEYS: WHY A SURVEY?

144

  • HUD LMI Summary Data not available:
  • Service area not coterminous with local government or census block

boundaries

  • Not available for particular local government
  • HUD LMI Summary Data believed to be inaccurate/not representative
  • Recent economic and/or population changes
  • American Community Survey margin of error
  • Other factors
slide-73
SLIDE 73

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 73

INCOME SURVEY METHODS

  • Beneficiaries Determination
  • Service Area/Survey Area Determination
  • Survey Type: Census vs. Random Sample
  • Survey Instrument(s) and Documentation
  • Random Sample Surveys Only: Randomizing Methods/Processes; Use of

Oversample

145

INCOME SURVEY METHODS (CONTINUED)

  • Distribution: Mail, Phone, Online/Web‐based, Email, In‐Person Interviews
  • Response Tracking
  • Response Rate
  • Follow‐Up “Best Efforts”
  • LMI Calculation / Tabulation Forms

146

slide-74
SLIDE 74

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 74

INCOME SURVEYS: WHAT’S NEW IN THE GUIDE? GUIDE REVISIONS:

  • Time Period Survey Data are Valid (initiated on or after 7/1/14)
  • Emphasis on Sound Methodology
  • Distribution Efforts Guidance
  • Exception Requests – Pre‐Approval Required
  • Survey and Tabulation Forms

147

INCOME SURVEYS: WHAT’S NEW IN THE GUIDE? GUIDE REVISIONS (CONTINUED):

  • Application Submission Documents List
  • Recordkeeping List
  • Survey Mailing and Income Tracking Examples
  • New Response Tracking and Distribution Efforts Tracking Examples
  • Project/Survey Area Maps

148

slide-75
SLIDE 75

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 75

INCOME SURVEY DISTRIBUTION/MAILING LIST

149

  • Assig

Assigned Sur Survey # fo for each each famil mily/addr ddress ess

  • Str

Street & mailin ailing addr address fo for each each family ly/resid idence

  • Response

sponse typ type fo for each each fami mily/r ly/resi esidence ence

  • Non

Non‐residen sidential ial mark marker er

INCOME SURVEY/PROJECT AREA MAP (EXAMPLE)

150

  • Ser

Service ice ar area bo boundari undaries es

  • utlin
  • utlined
  • Pr

Project ect activitie activities and and loc locatio tions sho shown

  • Sur

Survey # and and re respon

  • nse

typ type sho shown *Add markers for non‐ residential structures if applicable

slide-76
SLIDE 76

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 76

INCOME SURVEY AREA MAP (EXAMPLE)

151

  • Ser

Service ice ar area bo boundari undaries es

  • utlin
  • utlined
  • Residen

sidential ial st structur ures es and and st street eets sho shown

PROJECT AREA MAP (EXAMPLE)

152

  • Ser

Service ice ar area bo boundaries undaries

  • utlin
  • utlined
  • Wa

Water/sewer sy syste stem main ains and and com componen

  • nents

sho shown

slide-77
SLIDE 77

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 77

SURVEY DISTRIBUTION EFFORTS TRACKING (EXAMPLE)

153

INCOME RESPONSE TRACKING (EXAMPLE)

154

slide-78
SLIDE 78

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 78

RACE/ETHNICITY RESPONSE TRACKING (EXAMPLE)

155

INCOME SURVEY RESULTS INCOME TABULATION EXAMPLE

CENSUS SURVEY

156

Village of Yourville 03/05/2018 04/30/2018 18 17 17 94.44 9 8 18 41 2.41 3 1 23

slide-79
SLIDE 79

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 79

INCOME SURVEY RESULTS INCOME TABULATION EXAMPLE

CENSUS SURVEY (CONTINUED)

157

X

44 52.27

INCOME SURVEY RESULTS INCOME TABULATION EXAMPLE

RANDOM SAMPLE SURVEY

158

Village of Yourville 03/05/2018 04/30/2018 1370 300 360 300 200 500 2.50 100 280 2.80 780 0.6410 0.3590 64.10

slide-80
SLIDE 80

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 80

INCOME SURVEY RESULTS INCOME TABULATION EXAMPLE

RANDOM SAMPLE SURVEY (CONTINUED)

159

X X

3573 2291

INCOME SURVEY RESULTS RACE/ETHNICITY TABULATION EXAMPLE

160

Use Categories Required by HUD for CDBG Program

2 1 4 3 2 4 4

slide-81
SLIDE 81

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 81

INCOME SURVEY WEB RESOURCES

161

  • CDBG Income Survey Guide

https://doa.wi.gov/Pages/LocalGovtsGrants/CDBGPublicFacilitiesProgram.aspx [See Additional Reference Materials]

  • Code of Federal Regulations [24 CFR 570.483(b)(1)(i)]: Criteria for National Objectives (LMI)

http://www.ecfr.gov/cgi‐bin/text‐idx?rgn=div5&node=24:3.1.1.3.4#se24.3.570_1483

  • HUD CPD Notice 14‐10: Transition Policy for LMISD Updates During FY2014 for State CDBG

http://portal.hud.gov/hudportal/documents/huddoc?id=14‐10cpdn.pdf

  • HUD CPD Notice 14‐013: Guidelines for Conducting Income Surveys

https://www.hudexchange.info/resource/4103/notice‐cpd‐14‐013‐guidelines‐income‐surveys‐lmi‐ persons‐cdbg‐activity

  • HUD Income Limits:

https://www.huduser.gov/portal/datasets/il.html

INCOME SURVEY WEB RESOURCES (CONTINUED)

162

  • HUD Census Block LMI Summary Data:

https://www.hudexchange.info/programs/acs‐low‐mod‐summary‐data/acs‐low‐mod‐ summary‐data‐block‐groups‐places/

  • HUD Local Government LMI Summary Data:

https://www.hudexchange.info/programs/acs‐low‐mod‐summary‐data/acs‐low‐mod‐ summary‐data‐local‐government/

  • Research Randomizer

https://www.randomizer.org/

  • Sample Size Calculator by Creative Research Systems

https://www.surveysystem.com/sscalc.htm

  • U.S. Census Bureau Data:

https://factfinder.census.gov/faces/nav/jsf/pages/index.xhtml

slide-82
SLIDE 82

2018 CDBG‐PF & CDBG‐PLNG Application Training February 27, 2018 (Madison) & March 8, 2018 (Eau Claire) v 02/19/2018 82

Ques Questions?

  • ns?

INCOME SURVEYS

163

Thank you for your time and participation. Please direct any questions you may have concerning the application process to the following email address: DO DOACDBG DBG@Wisc sconsin.

  • nsin.gov

164