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SEOPW-CRA-R-99-0028
0M CM RESOLUTION NO. SEOPW/CRA R-99-28 A RESOLUTION APPROVING AND ADOPTING THE ANNUAL BUDGET AND PROJECTS FOR THE COMMUNITY REDEVELOPMENT AGENCY (THE "CRA") WITH RESPECT TO THE SOUTHEAST OVERTOWN/PARK WEST REDEVELOPMENT AREA (THE "SEOPW/CRA") FOR THE FISCAL YEAR COMMENCING OCTOBER 1, 1999 AND ENDING SEPTEMBER 30, 2000 FOR THE OPERATION OF THE SEOPW/CRA AND THE IMPLEMENTATION OF THE PROJECTS AND PROGRAMS OF THE SEOPW/CRA. WHEREAS, the City of Miami approved the adoption of the Southeast Overtown/Park West Community Redevelopment Plan pursuant to Resolution Nos. 82-755 and 85-1247 (the "Redevelopment Plan"); and WHEREAS, the CRA is responsible for carrying out the community redevelopment activities and projects in the Southeast Overtown/Park West Redevelopment Area (the "Redevelopment Area") established pursuant to the Redevelopment Plan; and WHEREAS, the budget of the SEOPW/CRA for the Fiscal Year 1999- 2000 as reflected on Exhibit "A' attached hereto for the operation of the SEOPW/CRA and the implementation of the projects and programs of the SEOPW/CRA has been reviewed by the Board and has been found to be acceptable. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE COMMUNITY REDEVELOPMENT AGENCY OF THE CITY OF MIAMI, FLORIDA: Section 1. The recitals and findings contained in the Preamble to this Resolution are incorporated herein as if fully set forth in this Section. Section 2. The Board of Directors of the SEOPW/CRA hereby approves the SEOPW/CRA budget for the Fiscal Year 1999-2000 as set forth Exhibit A. M Section 3. This resolution shall be effective upon its adoption. PASSED AND ADOPTED on this 2 8 th day of September, 1999. amft. Arthur E. Teele, Jr., Chairm WWII ,.City Clerk APPROVED AS TO FORM AND CORRECTNESS: AZIIUZ6:2� Holland & Knight LLP CRA Legal Counsel MIA1 #869288 v3 AGENDA ITEM #1 2 Community Redevelopment Agency Southeast Overtown Park West and Omni Al S sideration, Changes t For Review, Con s Budge Proposed B The CRA Board Of Director And Final Approval y For 00 And 5 Year plan 2000 -- 2004 Fiscal Year 20 Budgeted Projects a cts And Programs rams September 28, 1999 C nmmunity Redevelopment Agency v Board of Directors The Honorable Arthur E. Teele C111111'111i111 TheHonorable Wifredo (Willy) Go►-t Vice -Chairman The I-Ionorable J.L. Plummer Board Member The I-tonorable Joe M. Sanchez Board Member The Honorable Tomas Regalado Board Member Table of Contents 1 Letter of Introduction II. Fiscal Year 2000 Consolidated Budget III. Fiscal Year 2000 Detailed Budget 111C11t PI'nJCCIS ,ind Progr"1111s IV. Comn1L111ity Redcv ldlo5 Year Pl�ln 2000 - 20004 Fiscal Year 2000 a V. The Projects Descriptions of The Project, c� V1. Appendix �wl� C I. Letter ()f Introductxon II. Fiscal Year 2000 Consolidated Budget w ado ti City of Miami Community Redevelopment Agency Consolidated Budget For year ending, September 30, 2000 and 5 year period ending, 2004 SEOPW Trust Fund Revenues -City 353,879 217,103 Tax Increment Tax Increment Revenues- County Ad Valorem Revenue Bonds 2,000,000 1995 Special Non City of Miami - General Support City of Miami - HR Support pevelopment Support Community City of Miami - 75,000 City of Miami - Parking revenue Development Block Grant Community FIND Grant Grants - Other Safe Neighborhood Parks Bond- city pass thru thru Revenue Bonds -city pa Guaranteed Entitlement 44,615 Interest on investment ,on from County Tax Increment -1 time exempt 750.529 Prior year carryover SEOPW Fund Balance - Appropriated 1,400,000 OMNI Fund Balance - Appropriated CRA Fund transfer -out of SEOPW Fund CRA Fund transfer -out of OMNI Fund Total Funding Sources 4,& 1 1 E2E2 CRA Fund Omnl Community Capital Community FY 2000 Trust Pmelmms Total 517.335 317,382 279,488 26,426 276,150 41,370 (400.0DO) 88 790,786 3•` •` 1.200,000 299,226 60,445 1,467.222 5,000,000 134,150 1,532,778 680,249 60,140 400,000 27,595 1,469,242 1,9g0,127 765,350 $91,478 $g8,353 $34 2 019 394,587 Fxeend•dum Salaries and Fringe Benefits 32,000 6 2,0 OperaUng Expenses Fumiture, Fixtures and Equipment 2,000.000 10,590,389 2,602,322 Community Redevelopment Projects and programs 2,289,353 SEOPW Fund Transfer -in to CRA Fund 765,350 OMNI Fund Transfer4n to CRA Fund 1,184,163 County lnteriocal Agreement 460,297 475.433 432,993 Budges Reserve $4 841 126 $2 493 299 $1 209 352 $10 590 389 996 Total Expenditures 534,485 2,000,000 279,488 363,021 1,467,222 75,000 5,000,000 134,150 1,532,778 680,249 60,140 85,985 3,392,640 1,400,000 1,200,000 2,289,353 765,350 896,435 372,340 62,000 15,192,711 2,289,353 765,350 1,184,163 1,368,723 fiscal 'Fear Z000 Detailed 13udget III. F Q C-C • Redevelopment Agency City of Miam CoedDetai Bud9 For the year ending, September 30, 2000 and 5 year Period ending, 2004 CRA Fund community SEOPW capital , Community FY Omni Trust Trust Oratan projects p rams Total Name oti Time Sala Fund Fund posit_ i_ on 87,040 87,000 Richard H. Judy 100% 87,000 Exec tAive DirBdor 40,000 Raiph Rocheteau 54% 40,000 30,000 10,000 Dirgdor of projeds and programs Chariayne W- Thompklns 60,000 Diredor of Fiscal Operations 80.000 forPmjeds and Programs 100% 60.000 52,000 Hilda R. Tejera iGty of Miami Ernpioyee)100% 52,000 20,800 31,200 CR4 Administrator a(Cityof Miami Employee) 47,578 47,576 Hammond O. Norieg s programs Coordinator- PrvOct 100% 47.576 cn southoast Ovvrtown tri 35,000 35.000 VACANT sand Programs AsSt Coordinator- Projoct 100% 35,000 ��. Technkat Assistance - SEOPW 32.� 32.000 i�y VACANT Empownrmvnt Zono Laisor✓ 100% 32,000 Business Specialist- SEOPW 40,000 40,000 VACANT sand Programs preservationist - Pr*d /o 100 0 40,000 t Historic 3rd Avenue Bus Corridor 27,000 45,000 VACANT rams a 45,000 9,000 y Coordinator- projects and Programs 100% 9'000 CA, Parks and lnhastmcfUms 20,000 20,000 VACANT S and programs Specialist - Project lance 25% 20,000 Grant Davpbpmont and Come Name l of Time Posh_ VACANT sand Programs Coorrilnator - Project CDBG & Horne Funded D,eyeloprnent 100% HousingiEconomic VACANT (City of Miami Employee) 100% Sanitation and Code Inspector VACANT Buslness Specialist 25% VACANT Researcher- Historical Prese►vatb► 20% VACANT nt InfemovemrraetPrvlocf Coo►d'nafor 15% Vacant Intemships 10% �e�cutrve Assistant 100% ® VACANT Secri9tary/Stenographer 1000/0 i VACANT Receptionlst/Co+nPer W ord Pry 100 % . Sting Overtime & Increments l . Total Salaries Social SecurltY Contribution •Compensation Unemptoyment Compensation Workmens Group Insurance Contribution Total Fringe Benefits .rm,ll Salaries and Fringe. Benefits CRA Fund SEOPW Omni Community Capital Community FY 2000 Total Trust Trust Fund ratio P eta P rarr>.s a Fund 45,000 45,000 45,000 30,000 30,000 30,000 20,000 20.000 20,000 20,000 20,000 20,000 24,000 24,000 24,000 15,000 15,000 15,000 38,000 19,000 38,000 19,000 28,000 .E 28000 14.000 14,000 16,000 16.000 16,000 11.000 11,000 310 576 705,576 11 000 72 000 53,800 269,200 705 576 23,759 53,977 5,508 4.116 20.594 16,771 38,101 53,977 3,w 2,905 14.537 12,423 28,223 38,101 2,860 2,152 10,768 310 70 558 28,223 7 200 5 380 28,920 84 011 190.858 70_558 _ a �A' 72.819 Rent Expense Offce Supplies & Expenses Clerical and Ministerial Expenses Postage Advertisement Delivery Services insurance-1-12billty Miscellaneous Supplies Professional Services- Accounting professional Services- Architectural Professional Services -Legal personnel Services Repairs and Maintenance Printing Books Publications Memberships Training and Workshops Travel and Per Diem Telephone and Communication S©rvicas Utilities Car Allowance Expense Allowance CRA Fund Community SEOPW Omni Capitai Community Trust Trust ratin P ects P rams Total Fund Fund 72,OW 6,000 30,000 4,000 1,200 2,340 12,000 600 40,000 8,725 100,000 12,000 7,000 9,000 4,975 5.000 15,000 12,000 5,700 10,800 14,000 72,000 6,000 30,000 4,000 1,200 2,340 12,000 600 40,000 8,725 100,000 12,000 7,000 9,000 4,975 5,000 15,000 12,000 5,700 10,800 14,000 Ln rating Expenses Total operating 372,3w 25,000( 25,000 2,000 Computer Systems 11 PC & Laptop 2 25,000 2.000 2,000 25.000 25,000 10,000 Telephone System 25,000 10,000 Office Fumiture and Fixtures 10,000 62,000 Lease Equipment -GSA 62,000 ui � Total Furniture. Fixtures and Eq p 62,000 2,602,322 15,192,711 I 10,590,389 1,184,163 Community Redevelopment Projects and Progt 15,192,711 1,184.163 2,000,0� 1,184,163 2,289,353 765,350 exernR County Intertogl Agreement- $4A Fun In to CRA Fund 2,289,353 2,289,353 765,350 1,368,723 SEOPW Fund Transfer OMNI Fund Transfer -in to CRA Fund 765,350 1 ,368,723 460,297 475,433 432,993 2 ggg gOg 22131 075 Budget Reserve 4 841 126 2 493 299 1 209 352 10 590 389 22 131 075 Total Expenditures Tax L enR Revenues -City Tax increment Revenues- County 1895 Special Non Ad Valorem Revenue Bonds City of Miami - General Support City of Miami - HR Support City of Miami - Community v Development Supp< City of Miami - Parking nue Community Development Block Grant FIND Grant Grants - other Bond- city pass thru Safe Neighborhood Parks Guaranteed Entitlement Revenue Bonds -city p< intent on unrestmitre Tax Increment - exemption from County Prior year carryover SEOPW Fund Balance- Appropriated OMNI Fund Balance - APPruPd2ted CRA Fund transfer out of und transfer -Out of OMNI FFund CA CRA F Fund Total Funding Sources i k\L CK; CRA Fund SEOPW Omni Community Community Capital 'Total Trust Trust ratin Pro'et:ts P rams 871,214 Total Fund Fund 353,879 517,335 634,485 871,214 517,335 2,000,000 534,485 217:103 279.488 2,000,000 2,000,000 279,488 363,021 279,488 276.150 6,22 2 1,487,2? 363,021 28,426 1,g87,222 75,00 1,467,222 5,000,000 75,000 75,000 5,000,000 5,000,000 134,150 132,178 134,150 1,532,778 1,680,,24 9 680,249 680 1,532,778 60,140 680,249 60,140 85,985 60,140 41,370 85,980 44,615 (400,000) 400�000 1�489,242 3,392,64.0 750,529 790,788 354,488 1,400,000 3,392,640 1,200,000 1,400.000 1.400,000 1,200,000 1 �990,127 2,289,353 1,200,000 299,226 765,350 2.289.353 765,350 tm City of Miami Community Redevelopment Pro9ra� U 2004 Community:30,20Redevelopment00 Projects ar period ending, September 3 For the year ending, September 30, 20 Planning, �ti,1eRprrt©nt, Tochnical Assistance and Program C0rn#'anco A. P ertown Park West Redevelopment Plan • Administration: Southeast Ov • Administration: Omni Redevelopment lent Agency Administration: Community Redevelopment ees for Projects and Programs to improve • D;rect Costs: EmP oY ents and opt' • Enhancement of proof Camil HOuse values In the vicinity in Ovedown COrPs • property 2ssessrr revaluation assistance, award of grants and other incentives to existing businesses County Public Works, • n a mental pilot projects for SEOPW and a Ci u�Yg the Greater Miami Service • Desk and implementation of environmental of Miami and Miami Dad agencies Planning improvements with City OffStreet parking Authority and other relevant • Coordination of infrastructure and ewer Department, FDOT, e County Business Corn Business Corridor •Miami ng of Historlc Priority rking Corridor project for the Planning ment of pa facilities for the Historic Priority • Planning and develop hat;on of a national franchiser as a Pioneer prof • Identification. marketing and nego Historic Priority Business Corridor • nnin , design and development of Complex Creation Plaza (Phase 1) Historic Prionty Business Condor Pla 9 • Development of a Professional OfficaaIm rOve park design and development of infra of Mai i et pace ark in the HI i of Po(ndana Village men • Planning, Design and Construction to complete Phase Ii `— •Master Planning, ram compliance and rnarketing • Technical assistance, Pr°g on of Phase IV of Poinciana Village Center • Technical assistance and coordinati and technical assistance to the BIG bksoA Archives annex culturestoric village iand Technology • Provide planning, coordination applications for ment and preParati°n of grant ra for SEOPW and OMNI CRA areas develop for business usage in coordination • Planning. Master Plan Implementation Strategy Development of a develop the frontage of 3rd Avenue north of the Lamont Building fO roes in Overtawn Plan and ovemment owned properties with St. John's CDC may of special fencing for all g i • Create and design an ov FY 2000 FY Tpo012004 Total $2,841,126 2,493,299 $2,441126 1,209,352 1 �2�,35i� 54,587 3 394,587 350,000 3,500,000 20,000 20,0W 250,000 500,000 250,000 250,000 100,0W 100,000 35,000 35,000 2,210,000 2,2101000 350.000 600,000 M,O()o 1,52510DO •• WO:•• .•• ••• .,( ••.• ••• ••• 70.000 ••• 130,000 • ••• 1,500.000 ••• 175,000 100,000 300,000 •• ••• •• •••1 • nlcal assistance and pro9 ram compliance to St.•John Community Development Corporation's Tech d fordable housing development prole . Historic designation adivitles in the CRAi�feasn residences • Establishment of an Artists District edevelopment and arts', culture office incubat eats R rig art studios and Folklife Village Develop to the Historic Lyric Theater rovements in the Historic • Technical ��n n development of infrastructure !mP the Lyric Theater and the Folldife Village • Planning, design and development of parking facilities to suppo rt • Planning, 9th Street Pedestrian Mall to Overtown • Cpletlon of delapment and relocation of new businesses • Miscellaneous business_ n to optimists Club adlvhies • Technical asslstan' improvement and maintenance District in Park West • Establishment of pilot infrastru on irnprov al Lighting and Security er's Walk a Park design and coordination Dime if propel known as Sawy park and Athalie Rang • Planning, Williams Park, Reeves Park' Dorsey Cola Nip Building, • Technical assistance for the development Gibson Park, in House, Old People's BBC, 1-am� Building, • Plan the improvements bo Oveficanrtown s Ward Rooming • Renovation of historically significant building pvertovvn Police Precinct and any others that can be identified acquisition shore extension and the Venetian Causeway approach • Miscellaneous land acq • Planning and Coordination of the North Park West Areas d design of the Baywalk behind the m� nnd he Southey Ovcrtawn t_n • Planning an Project into the ® • Development of a "Gatcv�rays• 610 OK B. Nome ownvrshiP Pr"Ualification'and caounsoling C. little Haiti employment Croydon PMfeat D. Grants to existing bu3ir!e5ses Program E_ Lame -Use Plan (CLUC 90 ProPeriles) FY 2000 FY 200012004 Total Total ••• 550,000 20,000 45,000 45,000 I 262.322 225�`'"„� 5 1,0m.000 $22131 075 $37 286 475 V. The Projects The Projects A. Planning, Development, Technical Assistance and Program Compliance Priority Administration: Southeast OvertowWest Redevelopment Plan 1, a. i Redevelopment Plan of Camillus House b, Administration: Omn f property assessments and options to improve values in the vicinity 2. a, Enhancement o p ro P b. Property assessment revaluation xisting nes C. Design assistance and award of grants and other incentives o°SEOPW and rOmneusing theGreaterMiami Service d. Planning and implementation of environmental pilot pro)ec s Miami Dade Corps with City of Miami and Miami Dade County Public Works, e• Coordination of infrastructure improvements FDOT, Off -Street Parking Authority and other relevant agencies County Water and Sewcr Department, Business Corridor f, Planning of Historic Priority Business Corridor il es for tl�e Flistoric Priority and development of parking a national irancl�iser as a Pioneer project for the Historic NW 31" Avenue g,dePlanning and negotiation of l�• Identification, marketing Business Corridorand development of a Job Creation Plaza (Phase 1) i. Planning, designBusiness Corridor �, Development of a Professional Office Complex development of infrastructure improvements in the Historic Priority O k. Planning, design and Iete Phase III of Poinciana Village Master Planning, design and construliance a d marketing ct COMP IC I• program comp M. Technical assistance, p 9 Center assistance to the Black Archives Historic Village development Technical assistance and coordination ofhase IV of Poinciana Village ex Culture and Technology n' T coordination and technical � o, Provide planning, applications for Gibson Park Ann Planning, development and preparation of grant Strategy for SEOPW and Omni CRA Areas a in coordination P. for business usage q, Development of a aster Plan le of 3 d AventuelCo ndor north of the Lamont Building r, Plan and develop the frontage with St. John's CDC special fencing for all government owned properties in Overtown S. Create and design and overlay of t •? td b Ongoing Development Corporation's affordable housing Technical assistance and program compliance to St. John Community 3• a' ro ect development p 1 b, Historic designation activities in the CRA reas C. Establishment of an Artists District by legislationng art studios and residences d, Develop and arts and culture e Historic ffice 1Lyric The terncubator n redevelopment ife lage e, Technical assistance t elo ment of infrastructure improvements h the clstoric Theateroanld thellFolklife Village f, Planning, design and dev p Planning, design and development f parkin facilities to support businesses to Overtown g• Completion of NW 9`h Street Pe h, Comp development and relocation of new b i, Miscellaneous business activity: improvement and maintenance district t n Park West Technical assistance/liaison to Optimists Club activities ram j' and security k, Establishment of pilot infrastructure imp er's Walk I, Planning design and coordination of a special lighting erty known as Sawy Technical assistance for the development of the p p n Parks: Park, Williams Park, Reeves Park, Dorsey Park and Athalie Range M. Tech Cola Nip n, Plan the improvements to Overtown Parks. Park House, Old People's BBQ, Lamont Building, Precinct, the Dunn Hotel and any others that can be identified o. Renovation of historic significant buildings: Ward Rooming Building, Overtown Police P approach P. Miscellaneous land acquisition Fine Arts College Planning and Coordinat ion of the North Bayshore extension and the Venetian Causeway P q' and design of the Baywalk behind the International r. Planning project into the Omni and the Southeast Overtown Park West seas S. Development of a Gateways p Home ownership pre -qualification and counseling B. ment creation project C. Little Haiti employ businesses program D. Grants to existing properties) E. Laredo/Re-Use Plan (CLUC g0 pro P CX Ll The Projects by Category 'c Development is and options to improve values in the vicinity of Camillus House (6a) Economy assessments a. Enhancement of property b. Property assessment revaluation (6a) award of rants and other incentives to existing businesses s using thetGreatown eaMiami Service C. Design assistance and 9 d. Planning and implementation of environmental pilot projects for SEOP CountyPublic Works, Miami Dade Corps (6a) of Miamr and Miami Dade other relevant agencies (6a) e. Coordination of infrastructure improvements with Cityreet Parking Authority County Water and Sewer Department, FDO project for the Historic NW 3`a Avenue f, Planning of Historic Priority Business Corridor (6a) ' n marketing and negotiation of a national franchiser as a Pioneer g, Identification , Business Corridor (6a) design and development of a Job ex `6aj Plaza (Phase I) (6a)is Village development (Ga) h, Planning, i, Development of a Professional Office Comp Strategy for SEOPW and Omni CRA Areas 6 usage in coordination j. Provide planning, coordination and technical assistance to the Black Archives Historic k, Development of a Master Plan Implementation St 9Y I Plan and develop the frontage of 3rd Avenue Corridor north of the Lamont Building for business with St. John's CDC (Ga) legislation (6a) m. Establishment of an Artists District by 9 art studios and residences (6a) n, Develop and arts and culture office incubator including o, Miscellaneous business activity: develop me and relocation of new businesses to Overtown ( a Optimists Club activities (Gal P. Technical assisionmentrson to creationOproject (Ga) q, Little Haiti emp Y r, Grants to existing businesses program (Ga) Housing compliance and marketing to complete Phase III of Poinciana Village (6b1 a, Technical assistance, program t. John Community Development Corporation's%affordable housing ' al assistance and coordination of Phase S of Poinciana Village (6 b. Technic compliance to C. Technical assistance and programer's Walk (6b) development project (6b) known as Sawy d, Technical assistance for the lapd counsel ngof the p(Gb) rty e. Home ownership pre -qualification f. Laredo/Re-Use Plan (CLUC 90 properties) (6b) 9 Capital Improvements Business Corridor (6c) of parking facilities. for the Historic ntsoin t Business Historic Priority B a, Planning and development b. Planning, design and development of infrastructure improveme Center Master Planning, Design and Construction of Margaret Pace Park (6c) C. re aration of grant applications for Gibson Park Annex Culture and Technology d, Planning, development and p p (Gc) for all government owned properties in Overtown (Gc) C. Create and design and overlay of special fencing f. of infrastructure improvements in the Historic ate°anlife d thelllage (6c) Folklife Village (6c) Technical assistance to tl�e Historic Lyric Theater redevelopment ( c The at Planning, design and development support the Lyric T h. Planning, design and` de clot Pedemen strian t of parking facilities to supp ro ram (6c) i, Completion of NW 9 of i special lighting and security district in PakkWDorseycPark and Athalie Range Establishment of pilot infrastrucrtlure improvement and maintenance j. design and coordination k, Planning I.Venetian Plan the improvements to Overtown Parks: Gibson Park, Williams Park, coves Causewayapproach (6c) Park (6c) Planning and Coordination of the North Bayshoere extension Hats aFde Arthe t College (6c) West Areas (6c) M. PI g walk behind th n. Planning and design of the Bay walk Development of a "Gateways" project into the Omni and the Southeast Overtown Par Historic Preservation Cola Nip House, Old People's BBQ, Lamont Building, a, Historic designation activitiessignificant buildings: Ward( Rooming at can be identified (6d) b. Renovation of historic sig others that rn Building, Overtown Police Precinct, the Dunn Hotel and any V C. Miscellaneous land acquisition undin Ca ries (g)Community Development (1) SEOTPW a. Economic Development JL (2) Omni b. Housing (3) Safe Neighborhood Park Bond c, Capital Improvements o., (4) General Fund d. Historic Preservation (5) Other Funds .wo Cat: N VI. ])CSC1I� �"tI0I15 of The Projects The Projects Priority Projects of Property Assessments and options to Improve Values in a. Enhancement Camillus House the Vicinity Camillus House is a unique facility serving special needs and indigent populations. vard entrance This area of the CRA is in need otfsip Se�gmentntion of the Biscayne Bouliement specific In order to promote growth along Of Miami. The CRA is proposing to research and imp into the City se ment of Park West. Potential courses of options for spurring growth in this key g tanning enhancements and alternatives, action include; improving deterrent uses, p and stabilizing neighborhoods. b, Property Assessment Reevaluation ear under assessed. In 1998, the The property values in the CRe continue to Florida values requested that the Governor of Floundertake ssessi re 9 property wf the Dade City of Miami and practice o County Property Appraisal methodology particularly related in the City of Miami. The practice oundervalued tent ves for assessments developer to invest ® property negative y P on this request. to commercial prop y ro oses to continue efforts to follow up in the area. The CRA p P Page 1 Fiscal Year 20e�an 5 year Plan 2000 -2004 Budgeted projects and Programs 0 5 C. M Design Assistance anAwaf Grants and Other Incentives rd oto Existing Businesses in Overtown d Mo. .X. :ems expanding their properties in order to rea iz n the NW 3rd Avenue Corridor need assistance in revitalizing and along he area for years and have maintained their vability a d their service to potential The businesses 9 the potential of the area. These h businesses proposeseShave been in t the surrounding community. to provide technical assistance, architectural andesign revitalization grants to the existing businesses in the Corridor. lot Projects for SEOPW and Omni Using the Greater Miami Service Planning and Implementation of Environmental Pi Corps Team and grass cutting program for Corps to provide a cleaning, sweeping ram to provide a safe and secure The CRA proposes to use the Greater Miami Se►vov de the much -needed maintenance for a team or teams to provide light the CRA Areas. This program will o utilized top persons plus t. The CRA proposes to contract with the Greater Miami Service Corp round. vironmen ss cutting mainly for security reasons. A team is comprised of 8 to 10 p en services and gra maintenance, cleaning through Thursday from 9 a.m. to 3 a.m. one supervisor. The team works Monday Departments,c Works Miami Dade ture improvements with City A Miami nanMiami the Relevant Agencies Coordination of Infrastructure Off -Street Parking Authority Water and Sewer Department, FDOT, improvements in the CRA Area, such as street improvements, tanning infrastructure imp efforts are concentrated on pCoordination and community members becomes CRA parking and pedestri an amenities and enhancements. Coodination with local end state agencies landscaping, lighting, p improvements, as well as private developersaursue resources. responsible for implementing these infrastructure ities coordinate and avoid duplication of efforts and find new avenues o p paramount to set prig rage 2 Fiscal Y r 2000 an 5 year Plan and Programs 2000 —2004 BudgetedProjects im Planning of Historic Overtown Priority Business Corridor On June 91", 1998 the City of Miami passed a resolution designating NW 3rd Avenue from approximately 8" Street to approximately 14"" Street as the Historic Overtown Priority Business Corridor. This general designation gives the CRAthe {Ib�ttyNt'o start planning activities as a p program assist the overall commercial revitalization of lanning activities will also include a Overtown. The p preliminary plan for the redevelopment of the 1 servs he Street corridor within the CRA Corridor ndrea whehOmneArea 3m Avenue Business Performing Arts Center sector. The emphasis of the revitalization will concentrate on the revival and expansion of the local business community to provide goods, services and jobs required by the residential population, attracting tourists and visitors, taking advantage of the area's historic significance haand v ill simulate enculture, xisting ngeand investmenthe t base t further entrepreneurial activities. The planning of the corridors will include activities in land planning, economics, to create a Ib and the regulatory process financially sound and environmentally I balanced development program and implementation of the master plan for the and objectives of the approved goals CRA Redevelopment Plan. These t activities will include: 2o Ofand 5 Year Plan 2000 —2004 Fiscal Yeaprojects ' Budgeted 1ecs and Programs Page 3 Physical Assessment a. Land use b. Historical significance c. Building conditions d. Existing utilities e. Transportation f. Physical design requi g. Review of regulatory framework h. Property ownership I. Review of projects and improvements Economic and Market Analysis a. Collection of socioeconomic data base b. Development of existing business survey c. Analysis of economic development potential of existing properties p d. Provision of economic analysis for land use scenarios e. Competitive market analysis 2. Corridor Plan Alternatives and Final Plan a. Development programs b. Designation of business/job creation nodes c. Identification of potential parcels and buildings for acquisition d. Identification of specific infrastructure projectsnd guidelines e. Preparation of zoning overlay d use and development plan Ali• ;. ? � I , i T. Lan g. Detailed market and financial analysis The Historic Priority Business Corridor was once the heart of the thriving Overtown Commercial Diecf'ne.Tlneorder tto bring back historic NW 3rd Avenue Business Corridor is esse'lltialo This making stem had a significant impact on the viability of the corridor, and it fell into interstate freeway system es of improvements 9 projects that envision these types the economic center of the redevelopment vertown arearecaPilot proje w economic model. This model will perhaps not look will become the centerpiece oefully otentiall profitable projects to service the area more attractive to business loforftechnology companies, but the emergenceon and hop of p Y P like the familiar venture capital created Page 4 Fiscal Yea�2000tand 5 Year plan s and Programs 2000 —2004 Budgeted projects Q 91 nit These initiatives must be based on investment made on economic self-interest and genuine initially the local commu y. competitive advantage. of Parking Facilities for the I-Iistoric Priority Business Corridor 11 help induce Planning and Developmentpedestrian amenities will p facilities, special lighting, landscape and other p parking for improvements such as parking in the area have sufficient P arking Infrastructure imp today's standards, providing p and and relocate in overtown. Presently, purchase goods and services. BY . sses and commercial/housing business to of residents would walk t py support businesses support area customers. Before desegregation,octant infrastructure facility that the area needs to supp parking lots to is vital. This is the single most imp ' coordinate any related land acquisition and the development of six activities. The CRA will roved by the CRA Board on August 16. 1999• completed to assure that the parking lots will businesses as approved lot will be comp Ian for developing the area of each parking A preliminary concept p ..• appropriately serve the adjacent business development area. P-1 P-2 proposed for the east side of NW 3 Avenue between NW 14 Street and P-1 is an approximately 50 car parking lot prop NW 13 Street, across from St. John's Missionary Baptist Church. proposed for the north side of NW 12 Street b°i ween NW 3 Avenue and approximately 51-car parking lot prop side Elementary Street N is an app y NW 2 Avenue, diagonally across the street from FrederickDouglase-95, to serve t betwen NW 3 Avenue and I P-3 P-3 is a 57 car parking lot proposed for osed Technol Technology and cultural Center.. the businesses in the area and the p P Page 5 Fiscal Year 200 �tsand 5 Year Plan and Programs 2000 -2004 Budgeted Pr ! N nue between NW Street P-4 I 10 car parking lot proposed for the West Side of NW 3 Ave with Mt Z on for 10 an is an approximatey t use join and NW 9 Street, near Mt. Zion A.M. E. nhn rch. The intent arc I for the benefit of all. ag of the Church's parking lot plus the adjoining p 0 parking lot proposed for the East Side of NW 3 Avenue between NW 10 Street and P-5 P-5 is an approximately 2 car p NW 9 Street 8 Street in the vicinity of NW 4 Avenue th Street t from 'I Drug Store and an P-G is proposed for the north side of NW d western p_g Bar-B-Q Restaurant as a critical intersection impact area for accessing and the Downtown Area. The site proposed design and capacity are being determined. areas, the CRA h. Identification, Marketing and Negotiation of a National Franchiser as a Pioneer Project for the Historic Priority Business Corridor , The creation of strategic partnerships between franchisers and minority urban based businesses r G represents a market of untapped consumers, r 1 investors, and entrepreneurs. Location a these rea will businesses along the corridor and impac location onaof other give impetus for the expansion an �.�,�=•*' g ro oses to identifying, businesses. The CRA p p negotiate, and market the Historic Priority Business developmentrincentvest'A favorable direct or indirect royal. franchisers by offering for CRA Board review and approval Request for Proposal for a pilot franchise is being prepared d Development of a Job Creation Plaza i, Planning, Design an r, the In order to help create critical mass along the ationriplaza that will c Priority serve then local CRA is making plans to develop a job creatio p plaza will be a pedestrian friendly environment area community and other users. The p a much needed plaza or meeting incorporating open space, landscaping, suited for passive gathering and socializing, retail restaurants and other businesses uses and services. Page 6 Fiscal Year 2000 and 5 Year Plan 2000 —2004 Budgeted Projects and Programs a k. Development of a Professional Business Office veto professional office building within the Historic Priority Business Corridor or its impact area. The CRA proposes to develop a P Planning, Design and Development of Infrastructure Imnrovcmcnts in the 1istoric Priority Business Corridor Infrastructure improvements such as paving and drainage, special lighting, landscape, and other pedestrian amenities will act as an incentive for business expanding and locating in the area. Fiscal Year 2000 and 5 Year Plan 2000 —2004 Budgeted Projects and Programs Page 7 a GC V� CK, 1, Master Planning, Design and Construction of Margaret Pace Park ront Margaret Pace Park, located within the Omni rDistrict, is a s dent of adja neglected eommunrfes on the Although actively as a soccer and rugby the everyay user. At night weekends, it presents grave security and ahaven for the safety rhomelessa improvements to, it becomes a center for drug activity andwith Margaret Pace Park will bring stabilization htPerforming rAr{seCeniter.d commercial development potential as home of the future Margaret Pace Park has the potential of becoming cThe atalysCRAt for chasc hange ompletedin the mDesign ni area to become one of its prime waterfront p pedies Development Plans for the park and is in the process of preparation of Construction Documents for bidding and construction. Ac �Zk" • �S . i •. �Y , "r' irr� ! .� .St+ �: • A' I � ! it ; • b 'ra MI i ~•~~PACEYPARK MASTERPLAN ——tk.isN�..� MARGARET MIAML /LDRIDA OSITL PLAN Fiscal Year 2000 and 5 Year Plan 2000 —2004 Budgeted Projects and Programs Page 8 I m. Techn ical Assistance, Program ComPli:ance :u1(1 M:u•kcting to Coml)lcte 1'h:1se III or Poinciana Village Poinciana Village Phase III NW corner24 tof Ntifamily W 2 Ave.ome and NW 2 Stp development located at the which is currently under construction. The CRA will assist in marketing and landscaping the project area yet to be developed. n. Technical Assistance and Coordination of Phase IV Poinciana Village Poinciana Village Phase IV is thfinaIphase consisting of a proposed geared to promote home 91 units high rise residential development ownership. The CRA will provide appropriate technical assistance and coordination of Phase IV. 0. Provide Planning, Coordination, and Technical Assistance to the Black Archives Historic Folklife Village Development The Historic Folklife Village is Dade County's proposed African American heritage tourist destination. Plans were proposed in 1997 and 1998 to guide the redevelopment ItTl0 of the tourist site by emphasizing reestablishment of mixed uses. The CRA will assist in providing a detailed survey, a complete economic and functional evaluation development within the of all the land uses and proposed environmental Historic Folklife Village, and initiate any assessments in order to assist in the efforts of developing the area. Fiscal Year 2000 and 5 Year Plan 2000 —2004 Cum Budgeted Projects and Programs Page 9 0 3 p. Planning, Development and Preparation of Grant Applications for Gibson Park Annex Culture and Technology Center CRA proposes to revi talize the park by building a facility that would act as a cultural and technological activities.ill centdefac lit es r for supportive of local ic activities from tperform rig arts heaternarts programs and otherelat d community uses. venues, such as those in the Lyric T Development of Master Plan Implementation Strategy for SEOPW and Omni CRA Areas q• studies completed which propose alternate visions for theDevelo merit of Regional mni, and Park There have been numerous l impact (DRI). intended in the CRA Redevelopment Plans and the related approve The CRA proposes the development of a restated Redevelopment Plan, with commentat on strategy under ch synthesizes the West Areas as r current economic various approaches to future redevelopment fthe community. and an achievable implementation parameters and responding to the needs o r, Plan and Develop the Frontage of 3rd Avenue Corridor North of the Lamont Building for Business Usage in Coordination with St. John's CDC Priority Business Corridor promotes business uses Lamont Bthe inWo3 coordination with venue and its St.impact John's CDC The designation of the Historic Y In planning any changes to the specific frontage oks W 31 and Avenue are proposed the andtplanned. will be required as development of uses for Blocks ernes and others within its jurisdiction in S. Create and Design an Overlay of Special Fencing for all CRA owned prop Overtown own land maintain the properties vacant while redevelopment lformthetimage of the area. The CRA is Historically, public agencies thaternes does not give redeveloping communities a look that is pleasing and does not do m Caribbean style for all CRA owned prop opportunity toprovide a proposes to create and design is overlay of special fencing in the Bahamian, aro an within a historic and for other prope roes within its jurisdiction to transform an otherwise challenging /situation sv de � into an opp Y the Historic Business Corridor and its impact areas with a linking element framework. Page 10 Fiscal Year 2000 and 5 Year Plan 2000 -2004 Budgeted Projects and Programs R 0 Ongoing Projects 11 liance to St. John's Community Development tance and Program COMP a, Technical A onss Affordable a Housing ng Development Project Corporate ro osing to develop a 96 unit multi -family housing St. John Community Development Corporation is p P Area in conjunction with a private sector developer, The Related Group. e development in the CRA A aiding them through the development approval CRA proposes to assist the development team by g with community relation's effort, and helping resolve construction issues. process, assisting Hitoric Designation Activities in the CRA Areas s The CRA proposes properties and inventory within the CRA Area ino e to qualify with applicable federal, state, and local designation of historic structures from the perspective of federal guidelines and the historic also includes and County, as aPt,li�able. The survey ordinance of the City the CRA Board. historic and cultural structures historic significance sreso aces of the area to elp This is necessary to assist in preserving with the funding of the rehabilitation. The re -use of these historic structuresose, provides a marketing tool for redevelopment. For this pure for viable uses p the CRA, City to issue an RFP for a Historic lby. Consultant o the CRA proposes assist in the effort, and utilize the existing studies performed of Miami and Miami -Dade County. Fiscal Year 2000and 5 year Plan and programs 2000 —200 Budgeted projects page 11 C. Q e. Legislation history Establishment of Artists District by possesses a fascinating Plazas and theaters. ant. This legacy is still seen in its buildings, p compatible with or the designation of an Artists District for Overtown. The Overtown are a manner The CRA will petition f point of area entertainm directing future growth m as a center of blank cu of anrArts De and istrict would he focal capitalize on these resources by The establish its history. Develop an Arts and Culture Office Incubator Including Art Studios and Residencesand the Lyric Theater the CRA Center, the Artists Distric their skills and their order to complete the synergy between the Culture and Technology artists residences. The arts community would In o culture office incubator where artists can live a and work and develop proposes to develop an art and cu businesses. Existing underutilized structures coud be used as art studios benefit from the affordable studio and living space. Technical Assistance to Historic Lyric Theater Redevelopmental ni htlife in floc 9 erforming arts theater that was the center oit is currently. under renovation The Lyric Theater is a p heyday. Located at NW 2nd Ave. and objective et isSo'use the theater as a venuset0 for its Y primary obi by the Black Archives. C memu it meeting facilities and an anchor for the n effort cultural programming, Y support the Black Archives, on -going proposes to make available related support facilities. Overtown Folklife Village. The CRA will to rehabilitate the theater and prop Assistance will include easements for access to back of house related activities an potential parking. of Infrastructure Improvements in the Historic Folklife Village Planning Design and Development roviding technical assistance for the the Historic Folklife Village Master Pca,e improvemel assist in nts and landscaping. As a complement to provision of infrastructure improvements, such as streetsc p Page 12 ,-D Fiscal Year 2000and 5 year Plan 2000 —2004 (-X- Budgeted Projects and Programs �Of h. CA 0 1� M Planning, Design and Development of Parking Facilities to Support the Lyric Theater and the Folklife Village facilities to support the increasing u Th e CRA proposes to assist with the se of the Lyric Theater and the development of parking eventual development of the Folklife Village. Completion of Northwest 9th Street Pedestrian Malls h of the Lyric Theater and the west ocf the Ov{ o° he urated it during the histon wn of Commerce, inaug completion of the Phase I of the 9th Street Pedestrian H. Brocurrently, . Secretary located to t e no funds designated for the comp Ph additional Metrorail Station. The Honorable proposes to assist in releasing and securing Americ as in 1994. The CRAP p and Park West areas. This in turn will enhance the Folklife Village. mall especially between Southeast Ove own :Development and relocation of new Business to Overtown Miscellaneous Activitythe for new and compatible businesses to relocate to Overtown will The marketing and assistance development of the Priority Business Corridor. final portion of the f timist Activities support to the Optimist Clubs in terms of policy guidance, assistance The CRAPro Technical Assistance/Liaison to Op to continue to provide assistance and pP poses anizations, and other technical assistance. with local governmental org Page 93 `- � Fiscal Year 2000 and 5 Year Plan 2000 -200�1 co .; Budgeted Projects and Programs W l�. k. Pilot Infrastructure Improvement and Maintenance Program t" et cleaning sweeping The CRA proposes to establish for Park r est afor security reasons, for the areas of program and a grass cutting program, primarily owners and the the CRA and maintain acoordination with existing property Downtown Development Authority. i, Plan/Coordinate/Design Special Lighting, Security District in Park West (Pedestrian Enhancements) Security is an important issue in the area. The CRA proposes to provide pedestrian en hancements. special lighting, and create a more pedestrian friendly atr ct and a police ce tmosphere in the CRA Area by developing and implementing a Security and Lighting DisEnhancement Program M. Plan the Improvements of the Overtown Parks: R n e Park Park , Reeves Park, Dorsey Park and Athalie Gibson Park, Williams a g eport by the Trust for Public Land, parks and recreational opportunities According to a r are important to all communities. The urbaack n violence. Inadequate parks ranked above element if contention in the studies of urbsupport of the unemployment and difficulties with police amongst behind the creation and problems within P the inner city neighborhoods. This realization wa Safe Neighborhoods Parks Bond Program. West facilities l�withgtheomoot difficulty in Oveimp r ownimproving have the and maintaining lthe ds such as lexisting areas• improving Fiscal Year 2000 and 5 Year Plan 2000 —2004 Budgeted Projects and Programs erg►--��.-- _ Page 14 0 M td b i� C Cam.' ificant Buildings: Ward Rooming House, Old People's BBQ, , Overtown Police the Areas of SEOPW and Omni Areas Renovation of Historically Sign historically significant structures ct and any other structures that can be eligible wit rn .n and revitalizing historic structures Precinct, preserving racter of the area completion of the designation of the significan ro oses to build on the historic cn ed following the compp assist with grants available for historically significant The CRAP P Projects will be impleme the CRA will ass in the CRA areas. Proj in private ownership for rehabilitation. For those properties str -L. .-C. subject to City Commission approval the former ears and is proposed vertown. The building has been vacant for over g to promote cultural The Black Police Be Association would like toOrehabilitate and develop. si ned and equipped Police Precinct located at 5th Avenue and e th St. in vertthe community. s a Black Police Museum. In addition, the facility will be e to be renovated and usedas for youth and adults within the O activities and technology Miscellaneous Land Acquisition implementation of the NW 3rd Avenue p� _..;.o anin the CRA area. the d reuse property, as necessary, to supp. _:,: The CRA proposes to aUHu11 ' -• •- Corridor, Historic Folklife Village, Arts Dist rict, an ° toric Ward Rooming House for rehabilitation (in accor anc SP _3 The CRA proposes to acquire the significant his with the Black Archives). Page 95 Cyr Fiscal Year 2000 and 5 Year Plan2000 —200 Budgeted Projects and Programs SP-4 M-1 M-2 M-3 COMM, the historic Peoples Drug Store and The CRA Proposes to acquire with the approval of the City I to apply for eligible grants and other funds for their rehabilitation. Bar-B-Q for reuse or alternatively House in order to facilitate implementation The CRA proposed to acquire parcels in the vicinity of the Dorsey of the Historic Folklife Village concept. The CRA proposes to acquire lo t 37 on block 26 along the NW 3`d Avenue corridor to facilitate the development of the NW 31d Avenue Priority Business Corridor. 3rd Avenue corridor to facilitate the oses to acquire lot 20 and 21 on block 26 along the NW The CRA prop development of the NW 3rd Avenue Priority Business Corri or. Planning and Coordinati on of North Bayshore Extension and the Venetian Causewa Y q. Approach s not continue between 19"' Street and 20ivaterparties to better Currently North Bayshore doe agencies a p proposes to coordinate with the appropriate governmental ag rove traffic circulation in the area. By the same Venetian Causeway is awkward and must also be mitigated by the connect the community hetVen waterfront and imp token the approach of t appropriate agencies. sign of the Baywalk behind the International Fine Arts College of a continuous Baywalk from r, planning and De g � aret Park the CRA Proposes to plan and coordinate the creation o As part of the continuation of Marg Causeway• the North end of Margaret Pace Park to the Venetian � �� Project into the Omni and the Southeast Overtown Park West Areas exit 11th Development of a "Gateways Prod , S. ial of entry features for the entrances into the Omni at the I-39 and evaluate the potent NW 14"' St. and connections with :I-395, I-95, The CRA proposes to study and m features for the Park th and at NW 4"' Ave. and NW 8 Street. Specific entry t and Biscayne Boulevard and into the Southeast t Overtown Area a Street NW 3rd Ave., at NW 3`d Ave and NW 8 r I West Area will also be determined. page 16 �^ Fiscal Year 2000and 5 year ts and Programs 2000 —2004 k� Budgeted projec a t t. I Home Ownership Pr which and Counseling Program ill provide five quarterly homeownership training A. program which w p assistance programs, and assist in pre -qualifying home buyers The CRA will contact a consulting firm to help establish a new p sessions, market public sector as B. Little Haiti Employment Creation Program attract business and industry to Little Haiti. The � be on relic u ting fbe irms, The CRA will engage a consulting firm to issue an RFQ to and planning services. The emphasis with technical assistance and in kind architectural, engineering which will employ residents of the area. C. Grants to Existing Businesses Program . b providing technical assistance and 900 loans will provide be administsting ered to assist in creating jobs in the City y The CRA proposes a with funds for a revolving loan pool, which will make small $500 to $2, businesses in the CRA are CDCs. by the City, Miami Capital and other approved CLUC 90 Properties) Program D. Laredo/Re-Use Plan (curreovernment owned scattered site -housing program as a viable use 15 parcels. vacant g The CRA proposes to administer a to clear the titles of a and CLUC 90 properties. A law firm would be engaged r Plan Fiscal Year 200projects and Programs02000 —2004 Budgeted Prod Page 17 Appendix • ment Block Grant Regulations Community Develop - - - 24 CFR 570.201 Basic Eligible Activities W a 1 LI § 570.201 (vii) The lessee must remit the amount received from the lessor under paragraph 0)(2)(vi) of this section to the recipient or subrecipient from which the CDBG funds were derived. 24 CFR Ch. V (4-1-99 Edition) tion of the CDBG expenditure for the public services. 153 FR 34439. Sept. 6. 1938. as amended at 54 FR 47031. Nov. 8. 1989: 57 FR 27119. June 17. 1992: 60 FR 1943. Jan. S. 1995: 60 FR 17445. Apr. The lessee can also eriter into a 159' 60 FR 56910 \ov 9 1995 61 FR 11476 man- agement contract authorizing the les- sor religious entity to use the building § for its intended secular purpose, e.g., homeless shelter, provision of public 1 services. In such case, the religious en- tity must agree in the management contract to carry out the secular pur- pose in a manner free from religious in- fluences in accordance with the prin- ciples set forth in paragraph 0)(3) of this section. (3) As a general rule, CDBG funds may be used for eligible public services to be provided through a primarily reli- gious entity, where the religious entity enters into an agreement with the re- cipient or subrecipient from which the CDBG funds are derived that, in con- nection with the provision of such serv- ices: (i) It will not discriminate against any employee or applicant for employ- ment on the basis of religion and will not limit employment or give pref- erence in employment to persons on the basis of religion; (H) It will not discriminate against any person applying for such public services on the basis of religion and will not limit such services or give preference to persons on the basis of re- ligion-, (III) It will provide no religious in- struction or counseling, conduct no re- ligious worship or services, engage in no religious proselytizing, and exert no other religious influence in the provi- sion of such public services: (4) Where the public services provided under paragraph 0) (3) of this section are carried out on property owned by the primarily religious entity. CDBG funds may also be used for minor re- pairs* to such property which are di- rectly related to carrying'•out the pub- lic services where the cost constitutes in dollar terms only an incidental por- Sar. 20. 1296: 61 FR 18674. Apr. 29. 19951 570.201 Basic eligible activities. CDBG funds may be used for the fol- ow•ing activities: (a) Acquisition. Acquisition in whole or in part by the recipient, or other public or private nonprofit entity, by purchase, long-term lease, donation, or otherwise, of real property (including air rights, water rights, rights -of -way, easements, and other interests therein) for any public purpose, subject to the limitations of § 570.207. (b) Disposition. Disposition, through sale, lease, donation, or otherwise, of any real property acquired with CDBG funds or its retention for public pur- poses, including reasonable costs of temporarily managing such property or property acquired under urban renewal. provided that the proceeds from any such disposition shall be program in- come subject to the requirements set forth in § 570.504. (c) Public facilities and improvements. Acquisition, construction, reconstruc- tion, rehabilitation or installation of public facilities -and improvements, ex- cept as provided in §570.207(a), carried out by the recipient or other public or private nonprofit entities. (However. activities under this paragraph may be directed to the removal of material and architectural barriers that restrict the mobility and accessibility of elderly or severely disabled persons to public fa-. cilities and improvements, including those provided for in §570.207(a)(1).) In undertaking such activities, design fea- tures and improvements which pro- mote energy efficiency may be in- cluded. Such activities may also in- clude the execution of architectural de- sign features, and similar treatments Intended to enhance the aesthetic qual- ity of facilities and improvements. re- ceiving CDBG assistance, such as deco- rative pavements, railings, sculptures, pools of -water and fountains, and other 44 yp J�®I M7 �i✓+�ss v .� r� ` �4 Ofc. of Asst. Secy., Comm. Planning, Develop., HUD § 570.201 works of art. Facilities designed for use amount of CDBG funds used for public in providing shelter for persons having services shall not exceed paragraphs (e) special needs are considered public fa- (1) or (2) of this section, as applicable: cilities and not subject to the prohibi- (1) The amount of CDBG funds used tion of new housing construction de- for public services shall not exceed 15 scribed in 5570.207(b)(3). Such facilities percent of each grant, except that for include shelters for the homeless: con- entitlement grants made under subpart valescent homes; hospitals. nursing D of this part. the amount shall not ex - homes; battered spouse shelters; half- ceed 15 percent of the grant plus 15 per - way houses for run -away children, drug cent of program income, as defined in offenders or parolees: group homes for § 570.500(a). For entitlement grants mentally retarded persons and tem- under subpart D of this part, compli- porary housing for disaster victims: In ance is based on limiting the amount of certain cases, nonprofit entities and CDBG funds obligated for public serv- subrecipients including those specified ice activities in each program year to in § 570.204 may acquire title to public . an amount no greater than 15 percent facilities. When such facilities are of the entitlement grant made for that owned by nonprofit entities or sub- program year plus 15 percent of the recipients, they shall be operated so as program income received during the to be open for use by the general public grantee's immediately preceding pro - during all normal hours of operation. gram year. Public facilities and improvements eli- (2) A recipient which obligated more gible for assistance under this para- CDBG funds for public services than 15 graph are subject to the policies in percent of its grant funded from Fed- 5 570.200(b). eral fiscal year 1982 or 1983 appropria- (d) Clearance activities. Clearance, tions (excluding program income and demolition, and removal of buildings any assistance received under Public and improvements, including move- Law 98-8). may obligate more CDBG ment of structures to other sites. Dem- funds than allowable under paragraph olition of HUD -assisted housing units (e) (1) of this section, so long as the may be undertaken only with the prior total amount obligated in any program approval of HUD. year does not exceed: (e) Public services. Provision of public (i) For an entitlement grantee, 15% services (including labor, supplies, and of the program income it received dur- materials) including but not limited to ing the preceding program year: plus those concerned with employment, (ii) A portion of the grant received crime prevention, child care. health, for the program year which is the high - drug abuse, education, fair housing est of the following amounts: 1 y pp y- counseling, energy conservation, wel- (A) The amount determined b a fare (but -excluding the provision of in- ing the percentage of the grant it obli- come payments identified under gated for public services in the 1982 5570.207(b)(4)), homebuyer downpay- program year against the grant for its meet assistance, or recreational needs. cur -rent amo unt determined by apply - public To be eligible for CDBG assistance, a (B) public service must be either a new ing the percentage of the grant it obli- service or a quantifiable increase in gated for public services in the 1983 the level of an existing service above program year against the grant for its that which has been provided by or on current program year; behalf of the unit of general local gov- (C) The amount of funds it obligated ernment (through funds raised by the for public services in the 1982 program unit or received by the unit from the year: or, State in which it is located) in the 12 (D) The amount of funds it obligated calendar months before the submission for public services in the 1983 program of the action plan. (An ;exception to year. this requirement may. be made if HUD (f) Interim assistance. (1) The following determines that any decrease in the activities may be undertaken on*an in - level of a service was the result of - terim basis .in areas exhibiting objec- . events not within the control of the tively determinable signs of -physical unit of general local government.) The' deterioration where the recipient has 45 N1, § 570.201 24 CFR Ch. V (4-1-99 Edition) determined that immediate action is 0) Loss of rental income. Payments to necessary to arrest the deterioration housing owners for losses of rental in - and that permanent improvements «ill come incurred in holding, for tem- be carried out as soon as practicable: porary periods, housing units to be (i) The repairing of streets, side- used for the relocation of individuals walks, parks. playgrounds, publicly and families displaced by program ac- owned utilities, and public buildings: tivities assisted under this part. and (k) Housing services. Housing services, (ii) The execution of special garbage, as provided in section 105(a)(21) of the trash, and debris removal, including Act (42 U.S.C. 5305(a)(21)). neighborhood cleanup campaigns. but 0) Privately owned utilities. CDBG not the regular curbside collection. of funds may be used to acquire, con - garbage or trash in an area. struct. reconstruct. rehabilitate, or in- (2) In order to alleviate emergency stall the distribution lines and facili- conditions threatening the public ties of privately owned utilities, in - health and safety in areas where the ciuding the placing underground of new chief executive officer of the recipient or existing distribution facilities and determines that such an emergency lines. condition exists and requires imme- (m) Construction of housing. CDBG diate resolution. CDBG funds may be funds may be used for the construction used for: of housing assisted under section 17 of (i) The 2ctivities specified in para- the United States Housing Act of 1937. graph (f)(1) of this section, except for (n) Homeownership assistance. Subject the repair of parks and playgrounds; to statutory authority. CDBG funds (ii) The clearance of streets, includ- may be used to provide direct home- ing snow removal and similar activi- ownership assistance to low- and mod - ties, and erate-income households, as provided (III) The improvement of private in section 105(a)(25) of the Act. properties. (o)(1) The provision of assistance ei- (3) All activities authorized under ther through the recipient directly or paragraph (f)(2) of this section are lirn- through public and private organiza- ited to the extent necessary to allevi- tions, agencies, and other subrecipients ate emergency conditions. (including nonprofit and for -profit sub- (g) Payment of non -Federal share. Pay- recipients) to facilitate economic de- ment of the non -Federal share required velopment by: . in connection with a Federal grant -in- (i) Providing credit, including, but aid program undertaken as part of not limited to, grants, loans, loan CDBG activities, provided. that such guarantees, and other forms of finan- payment shall be limited to activities cial support, for the establishment, otherwise eligible and in compliance stabilization, and expansion of micro - with applicable requirements under enterprises: Providing technical assistance, this subpart. (h) Urban. renewal completion. Pay- advice, and business support services to ment of the cost of completing an owners of microenterp rises and persons' urban renewal project funded under developing microenterprises; and - title I of the Housing Act of 1949 as (III) Providing general support, in - amended. Further information regard- ciuding, but not limited to, peer sup- ing the eligibility of such costs is set port programs, counseling, child care, forth in § 570.801. transportation. and other similar serv- (i) Relocation. Relocation payments ices, to owners of microenterprises and and other assistance for permanently persons developing mic roenterprises. and temporarily relocated individuals (2) Services provided this paragraph families. businesses, nonprofit organi- (o) shall not be subject to the restric- zations, and farm operations where the tions on public services contained in assistance is (1) required under the pro- paragraph (e) of this section. • visions of 5570.606 (b) or (c); or (2) de- (3) For purposes of this paragraph (o). termined by the grantee to be appro- "persons developing microenterprises" priate under the provisions of means such'persons who.have expressed § 570.606(d). interest and who.are, or after an initial 46 N ,. Ofc. of Ass1. Secy., Comm. Planning, Develop., HUD screening process are expected to be, actively working toward developing businesses, each of which is expected to be a microenterprise at the time it is formed. (4) Assistance under this paragraph (o) may also include training, technical assistance, or other support services to increase the capacity of the recipient or subrecipient to carry out the activi- ties under this paragraph (o). (p) Technical assistance. Provisiori of technical assistance to public or non- profit entities to increase the capacity of such entities to carry out eligible neighborhood revitalization or eco- nomic development activities. (The re- cipient must determine, prior to the provision of the assistance, that the ac- tivity for which it is attempting to build capacity would be eligible for as- sistance under this subpart C. and that the national objective claimed by the grantee for this assistance can reason- ably be expected to be met once the en- tity has received the technical assist- ance and undertakes the activity.) Ca- pacity building for private or public entities (including grantees) for othe § 570.202 r (2) Labor, mate of rehabilitation of properties, includ- ing repair directed toward an accumu- lation of deferred maintenance, re- placement of principal fixtures and components of existing structures, in- • stallation of security devices, includ- ing smoke detectors and dead bolt locks, and renovation through alter- ations, additions to, or enhancement of existing structures, which may be uh dertaken singly, or in combination; (3) Loans for refinancing existing in- debtedness secured by a property being rehabilitated with CDBG funds if such financing is determined by the recipi- ent to be necessary or. appropriate to achieve . the- locality's community de- velopment objectives: - (4) Improvements to increase the effi- cient use of energy in 'structures 47 SEOPWIC."-„ 13 Ofc. of Asst Secy., Comm. Planning, Develop., HUD three consecutive months to the pro- vider of such items or services on be- half of an individual or family. 153 FR 34439, Sept. 6. 1988: 53 FR 41330, Oct. 21, 1988, as amended at 60 FR 1945, Jan. S. 1SS5: 60 FR 56912, Nov. 9, 19951 § 570.208 Criteria for national objec- tives. The following criteria shall be used to determine whether a CDBG-assisted activity complies with one or more of the national objectives as required under § 510100(a) (2): (a) Activities benefiting low- and rnod- erate-incotre persons. Activities meeting the criteria in paragraph (a) (1), (2), (3), or (4) of this section as applicable, will be considered to benefit low and mod- erate income persons unless there is substantial evidence to the contrary. In assessing any such evidence, the full range of direct effects of the assisted activity will be considered. (The recipi- ent shall appropriately ensure that ac- tivities that meet these criteria do not benefit moderate income persons to the exclusion of low income persons.) (1) Area benefit activities. (i) An activ- ity, the benefits of which are available to all the residents in a particular area, where at least 51 percent of the residents are low and moderate income persons. Such an area need not be co- terminous with census tracts or other officially recognized boundaries bu must be the entire area served by th activity. An activity that serves area that is not primarily residenti in character shall not qualify under this criterion. (ii) For metropolitan cities and urb counties, an activity that would other wise qualify under § 570.208(a) (1) (i) ex cept that the area served contains le than 51 percent low and moderate i come residents will also be considere to meet the objective of benefiting to and moderate income persons whe the proportion of low and moderate i come persons in the area is within t highest quartile of all areas in the r cipient's jurisdiction in tennt of t degree of concentration of such pe sons. In applying this exception, H will determine the lowest proportion recipient may use to qualify an ar for this purpose as follows: an § 57G.208 al (A) All census block groups in the re- cipient's jurisdiction shall be rank or- dered from the block group of highest proportion of low and moderate income persons to the block group with the lowest. For urban counties, the rank ordering shall cover the entire area constituting the urban county and shall not be done separately for each participating unit of general local gov- ernment. (B) In any case where the total num- ber of a recipient's block groups does not divide evenly by four, the block group which would be fractionally di- vided between the highest and second quartiles shall be considered to be part of the highest quartile. (C) The proportion of low and mod- erate income persons in the last census block group in the highest quartile shall be identified. Any service area lo- cated within the recipient's jurisdic- tion and having a proportion of low and moderate income persons at or above this level shall be considered to be within the highest quartile. (D) If block group data are not avail- able for the entire jurisdiction, other *data acceptable to the Secretary may be used in the above calculations. (iii) An activity to develop, establish, and operate for up to two years after the establishment, of. a uniform emer- gency telephone number system serv- ing an area having less than the per- centage of low- and moderate -income residents required under paragraph (a)(1)(i) of this section or (as applica- ble) paragraph (a) (1) (ii) of this section, provided the recipient obtains prior an HUD approval. To obtain such ap- proval, the recipient must: (A) Demonstrate that the system will ss contribute significantly to the safety n_ of the residents of the area. The re- d quest for approval must include a list w of the emergency services that will' re participate in the emergency telephone n- number system: he (B) Submit information that serves e- as a basis for HUD to determine wheth- he er at least 51 percent of the use of 'the r- system will be by low- and moderate- UD income .persons. As available, • the re - a cipient must provide information that ea . identifies the total number of, calls ac- tually received over. the 'preceding 12= 55 vl t E 0 '� ar § 570.208 24 CFR Ch. V (4-1-99 Edition) month period for each of the emer- (iv) An activity for which the assist- gency services to be covered by the ance to a public improvement that pro - emergency telephone number system vides benefits to all the residents of an and relates those calls to the geo- area is limited to paying special assess - graphic segment (expressed as nearly ments (as defined in 5570.200(c)) levied as possible in terms of census tracts, against residential properties owned block numbering areas, block groups, and occupied by persons of low and or combinations thereof that are con- moderate income. tained within the segment) of the serv- (v) For purposes of determining qual- ice area from which the calls were gen- ification under this criterion, activi- erated. In analyzing this data to meet ties of the same type that serve dif- the requirements of this section. HUD ferent areas will be considered sepa- will assume that the distribution of in- rately on the basis of their individual come among the callers generally re- service area. flects the income characteristics of the (vi) In determining whether there is a general population residing in the same . sufficiently large percentage of low - geographic area where the callers re- and moderate -income persons residing side. If HUD can conclude that the in the area served by an activity to users have primarily consisted of low- qualify under paragraph (a)(1) (i). (ii). and moderate -income persons, no fur- or (vii) of this section, the most re- ther submission is needed by the recipi- cently available decennial census infor- ent. If a recipient plans to make other mation must be used to the fullest ex - submissions for this purpose, it may re- tent feasible, together with the section quest that HUD review its planned 8 income limits that would have ap- methodology before expending the ef- Plied at the time the income informa- fort to acquire the information it ex- tion was collected by the Census Bu- reau. Recipients that believe that the P census data does not reflect current (C) Demonstrate that other Federal relative income levels in an area, or funds received by the recipient are in- where census boundaries do not coin - sufficient or unavailable for a uniform tide sufficiently well with the service emergency telephone number system. area of an activity, may conduct (or For this purpose, the recipient must have conducted) a current survey of submit a statement explaining whether the residents of the area to determine the lack of funds is due to the insuffi- the percent of such persons that are ciency of the amount of the available low and moderate income. HUD will ac- funds, restrictions on the use of such cept information obtained through funds, or the prior commitment of such surveys, to be used in lieu of the funds by the recipient for other pur- decennial census data, where it deter - poses; and mines that the -survey was conducted (D) Demonstrate that the percentage in such a manner that the results meet of the total costs of the system paid for standards of statistical reliability that by CDBG funds does not exceed the per- are comparable to that of the decennial tentage of low- and moderate -income census data for areas of similar size.' persons in the service area of the sys- Where there is substantial evidence tem. For this purpose, the recipient that provides a clear basis to believe must include a description of the that the use of the decennial census boundaries of the service area of the data would substantially overstate the emergency telephone number system, proportion of persons residing these the census divisions that fall within that are low and moderate income, the boundaries of the service area (cen- HUD may require that the recipient sus tracts or block numbering areas), rebut such evidence in order to dem- the total number of persons and the onstrate compliance with section total number of low- and -moderate -in- 105(c)(2) of the Act. come persons within each census divi- (vii) Activities meeting the require- sion, the percentage of low- and mod- ments of paragraph (d)(5)(i) of this sec- erate-income persons within the serv- tion may be considered to qualify ice area, and the total cost of the sys- under this p'aragraph.. provided that the tem. area covered by the strategy' is either a 56 SEOPW/CRA Ofc. of Asst. Secy., Comm. Planning, Develop., HUD § 570.208 Federally -designated Empowerment the activity's clientele will primarily Zone or Enterprise Community or pri- be low and moderate income persons. marily residential and contains a per- (ii) An activity that serves to remove centage of low- and moderate -income material or architectural barriers to residents that is no less than the per the mobility or accessibility of elderly centage computed by HUD pursuant to persons or of adults meeting the Bu- paragraph (a)(1)(ii) of this section or 70 reau of the Census' Current Population percent, whichever is less, but in no Reports definition of "severely dis- event less than 51 percent. Activities abled" will be presumed to qualify meeting the requirements of paragraph under this criterion if it is restricted, (d) (6) (1) of this section may also be con- to the extent practicable, to the re- sidered to qualify under paragraph moval of such barriers by assisting: (a) (1) of this section. (A) The reconstruction of a public fa- (2) Limited clientele activities. (i) An cility or improvement, or portion . activity which benefits a limited clien- thereof, that does not qualify under tele, at least 51 percent of whom are 'Paragraph rehabilitation of this section; low- or moderate -income persons. (The (n The rehabilitation it a privately following kinds of activities may not owned nonresidential building or de qualify under paragraph (a)(2) of this provement that does not qualify under section: activities, the benefits of paragraph (a)(1) or (4) of this section; which are available to all the residents or The rehabilitation of the common of an area: activities involving the ac- areas of a residential structure that quisition. construction or rehabilita- contains more than one dwelling unit tion of property for housing; or activi and that does not qualify under pas- ties where the benefit to low- and mod- graph (a d of this section. erate-income persons to be considered graph (amicroencerectioprise assistance ac- tivity the creation or retention of jobs. ex- carried out in accordance with cept as provided in paragraph (a)(2)(iv) the provisions of 5570.201(o) with re - of this section.) To qualify under para- sect to those owners of microenter- graph (a)(2) of this section, the activity Prises and persons developing micro - must must meet one of the following tests: enterprises assisted under the activity (A) Benefit a clientele who are gen- during each program year who are low- erally presumed to be principally low and moderate -income persons. For pur- and moderate income persons. Activi- poses of this paragraph, persons deter - ties that exclusively serve a group of mined to be low and moderate income persons in any one or a combination of may be presumed to continue to qual- the following categories may be pre- ify as such for up to a three-year pe- sumed to benefit persons, 51 percent of riod. _ whom arp-.low- and moderate -income: (iv) An activity designed to provide abused children, battered spouses. el- job training and placement and/or derly persons, adults meeting the Bu- other employment support services, in- reau of the Census' Current Population eluding, but not limited to, peer sup - Reports definition of "severely dis- port programs, counseling. child care, abled." homeless persons, illiterate transportation, and other similar serv- adults, persons living with AIDS, and ices, in which the percentage of low - migrant farm workers: or and moderate -income persons assisted (B) Require information on family is less than 51 percent may qualify size and income so that it is evident under this paragraph in the following that at least 51 percent of the clientele limited circumstance:. are persons whose family income does (A) In such cases where such training not exceed the low and moderate in- or provision of supportive services as - come limit; or sists business(es), the only use of CDBG (C) Have income eligibility Tequire- assistance for the project is to provide ments which limit the activity exclu- the job training and/or supportive serv- sively to low and moderate income per- ices; and sons; or (B) The proportion of the tptal cost (D) Be of such nature and be in such of the project borne by.CDBG funds is location that it may be concluded that no greater than.the proportion of the 57 C% _ r SEOPWICRA �' `� 40 �" § 570.208 24 CFR Ch. V (4-1-99 Edition) total number of persons assisted who be occupied by low and moderate in - are low or moderate income. come households. (3) Housing activities. An eligible ac- (ii) When CDBG funds are used to as- tivity carried out for the purpose of sist rehabilitation eligible under providing or improving permanent resi- § 570.202(b)(9) or (10) in direct support of dential structures which, upon comple- the recipients Rental Rehabilitation tion, will be occupied by low- and mod- program authorized under 24 CFR part erate-income households. This would 511. such funds shall be considered to include, but not necessarily be limited benefit low and moderate income per - to, the acquisition or rehabilitation of sons where not less than 51 percent of property by the recipient, a sub- the units assisted, or to be assisted, by recipient, a developer, an individual the recipient's Rental Rehabilitation homebuyer, or an individual home- program overall are for low and mod - owner: conversion of nonresidential erate income persons. structures: and new housing construc- (iii) %hen CDBG funds are used. for tion. If the structure contains twohousing services eligible under dwelling units, at least one must be so §570.201(k)_ such funds shall be consid- occupied, and if the structure contains ered to benefit low- and moderate -in - more than two dwelling units, at least come persons if the housing units for 51 percent of the units must be so occu- which the services are provided are pied. Where two or more rental build- HOME -assisted and the requirements ings being assisted are or will be lo- at 24 CFR 92.252 or 92.254 are met. cated on the same or contiguous prop- (4) Job creation or retention activities. erties. and the buildings will be under An activity designed to create or re - common ownership and management, tain permanent jobs where at least 51 the grouped buildings may be consid- percent of the jobs, computed on a full ered for this purpose as a single struc- time equivalent basis, involve the em- ture. Where housing activities being ployment of low- and moderate -income assisted meet the requirements of para- persons. To qualify under this para- graph 5570.208 (d) (5) (ii) or (d) (6) (ii) of graph. the activity must meet the fol- this section, all such housing may also lowing criteria: be considered for this purpose as a sin- (i) For an activity that creates jobs. gle structure. For rental housing, occu- the recipient must document that at pancy by low and moderate income least 51 percent of the jobs will be held households must be at affordable rents by, or will be of to, low- and to qualify under this criterion. The re- moderate -income persons. cipient shall adopt and make public its (ii) For an activity that retains jobs, standards for determining "affordable the recipient must document that the rents" for this purpose. The following jobs would-aetually be lost without t+se--- shall also qualify under this criterion: CDBG assistance and that either or (i) When less than 51 percent of the both of the following conditions apply units in a structure will be occupied by with respect to at least 51 percent of low and moderate income households, the jobs at the time the CDBG assist- CDBG assistance may be provided in ance is provided: the following limited circumstances: (A) The job is known to be held by a (A) The assistance is for an eligible low- or moderate -income person; or activity to reduce the development (B) The job can • reasonably be ex - cost of the new construction of a mul- pected to turn over within the fol-• tifamily, non -elderly rental housing lowing two years and that steps will be project; taken to ensure that it will be filled (B) Not less than 20 percent of the by, or made available to, a low- or units will be occupied by low and mod- moderate -income person upon turn- erate income households at affordable over. rents; and (iii) Jobs that are not held or filled (C) The proportion of the total cost • by a low- or moderate -income person of developing the project to be borne by may be considered to be -available to CDBG funds is no greater than the pro- low- and moderate -income persons for portion of units in the project that will these purposes only if: 58 Ofc. of Assb Secy., Comm. Planning, Develop., HUD § 570.208 (A) Special skills that can only be ac- has a poverty rate of at least 20 per- quired with substantial training or cent; or work experience or education beyond (3) Upon the written request of the high school are not a prerequisite to recipient, HUD determines that the fill such jobs, or the business agrees to census tract exhibits other objectively hire unqualified persons and provide determinable signs of general distress training; and such as high incidence of crime, nar- (B) The recipient and the assisted cotics use, homelessness, abandoned business take actions to ensure that housing, and deteriorated infrastruc- low- and moderate -income persons re- ture or substantial population decline. ceive first consideration for filling (vi) As a general rule, each assisted such jobs. business shall be considered to be a (iv) For purposes of determining separate activity for purposes of deter - whether a job is held by or made avail- mining whether the activity qualifies able to a low- or moderate -income per- • under this paragraph, except: son, the person may be presumed to be (A) In certain cases such as where a low- or moderate -income person if: CDBG funds are used to acquire, de - (A) He/she resides within a census velop or improve a real property (e.g.. tract (or block numbering area) that a business incubator or an industrial either: park) the requirement may be met by (1) Meets the requirements of para- measuring jobs in the aggregate for all graph (a)(4)(v) of this section: or the businesses which locate on the (2) Has at least 70 percent of its resi- property. provided such businesses are dents who are low- and moderate -in- not otherwise assisted by CDBG funds. come persons: or (B) Where CDBG funds are used to (B) The assisted business is located pay for the staff and overhead costs of within a census tract (or block num- an entity making loans to businesses bering area) that meets the require- exclusively from non-CDBG funds, this menu of paragraph (a)(4)(v) of this sec- -requirement may be met by aggre- tion and the job under consideration is gating the jobs created by all of the to be located within that census tract. (v) A census tract (or block num- businesses receiving loans during each bering area) qualifies for the presump- program year. tions permitted under paragraphs (C) Where CDBG funds are used by a (a)(4)(iv)(A)(I) and (B) of this section if recipient or stibrecipient to provide it is either part of a Federally -des- technical assistance to businesses, this ignated Empowerment Zone or Enter- requirement may be met by aggre- prise Community or meets the fol- gating the jobs created or retained by lowing -criteria: --- all of the businesses receiving tech - (A) It has a poverty rate of at least 20 nical assistance during each program percent as determined by the most re- year- cently available decennial census infor- (D) Where CDBG funds are used for mation: activities meeting the criteria listed at (B) It does not include any portion of S 570.209(b) (2) (v), this requirement may a central business district. as this term be met by aggregating the jobs created is used in the most recent Census of or retained by all businesses for which Retail Trade. unless the tract has a CDBG assistance is. obligated for such poverty rate of at least 30 percent as activities during the program year, ek- determined by the most recently avail- cept as provided at paragraph (d) (7) of able decennial census information: and this section. (C) It evidences pervasive poverty (E) Where. CDBG funds -are used by a and. general distress by meeting at Community Development Financial In - least one of the following standards: stitution to carry out activities for'the (1) All block *groups in the census purpose of- creating or. retaining. jobs. tract have poverty rates of,at least 20. this requirement maybe met by aggre- percent; gating the jobs created or• retained by (2) The specific activity being under- • all businesses for which CDBG assist - taken is located in a block group that. ance is obligated for such activities 59 L'e®P117 i § 570.208 24 CFR Ch. V (4-1-99 Edition) during the program year, except as pro- elimination of slums or blight in an vided at paragraph (d) (7) of this sec- area if: tion. (i) The area, delineated by the recipi- (F) Where CDBG funds are used for ent. meets a definition of a slum, public facilities or improvements blighted, deteriorated or deteriorating which will result in the creation or re- area under State or local law: tention of jobs by more than one busi- (ii) Throughout the area there is a ness, this requirement may be met by substantial number of deteriorated or aggregating the jobs created or re- deteriorating buildings or the public tained by all such businesses as a re- improvements are in a general state of sult of the public facility or improve- deterioration; ment. (iii) Documentation is maintained by (1) Where the public facility or im- the recipient on the boundaries of the provement is undertaken principally area and the condition which qualified for the benefit of one or more par- the area at the time of its designation; ticular businesses, but where other an(iv) The assisted activity addresses businesses might also benefit from the one or more of the conditions which assisted activity, the requirement may contributed to the deterioration of the be met by aggregating only the jobs area. Rehabilitation of residential created or retained by those businesses buildings carried out in an area meet - for which the facility/improvement is ing the above requirements will be con - principally undertaken, provided that sidered to address the area's deteriora- the cost (in CDBG funds) for the facil- tion only where each such building re- ity/improvement is less than S10.000 per habilitated is considered substandard permanent full-time equivalent job to under local definition before rehabili- be created or retained by those busi- tation, and all deficiencies making a nesses. building substandard have been elimi- (Z) In any case where the cost per job nated if less critical work on the build - to be created or retained (as deter- ing is undertaken. At a minimum, the mined under paragraph (a)(4)(vi)(F)(1) local definition for this purpose must of this section) is $10,000 or more, the be such that buildings that it would requirement must be met by aggre- render substandard would also fail to gating the jobs created or retained as a meet the housing quality standards for result of the public facility or improve- the Section 8 Housing Assistance Pay- ment by all businesses in the service menu Program -Existing Housing (24 area of the facility/improvement. This CFR 882.109). aggregation must include businesses (2) Activities to address slums or blight which, as a result of the public facility/ on a spot basis. Acquisition, clearance. improvement, locate or expand in the relocation, historic preservatio -and service area of the facility/improve- building rehabilitation activities which ment between the date the recipient eliminate specific conditions of blight identifies the activity in its action or physical decay on a spot basis not plan under part 91 of this title and the located in a slum or blighted area will date one year after the physical com- meet this objective. Under this cri- pletion of the facility/improvement. In terion, rehabilitation is limited to the addition, the assisted activity must extent necessary to eliminate specific comply with the public benefit stand- conditions detrimental to public health ards at § 570.209M. and safety. (b) Activities which aid In the preven- (3) Activities to address slums or blight tion or elimination of slums or blight. Ac- to an urban renewal area. An activity tivities meeting one or more of the fol- will be considered to address preven- lowing criteria, in the absence of sub- tion or -elimination of slums or blight stantial evidence to the contrary, will in ari urban renewal area if the activity be considered to aid to the prevention is: or elimination of slums or blight: (i) Located within an urban renewal (1) Activities to address slums or blight project area or Neighborhood Develop - on an area basis. An activity will be ment Program (NDP) action area; i.e., considered to address prevention or an area in which -funded 'activities were 60 • it I 3�1 �� SPIOPWICFA_ Ofc. of Asst. Secy., Comm. Planning, Develop., HUD authorized under an urban renewal Loan and Grant Agreement or an an- nual NDP Funding Agreement, pursu- ant to title I of the Housing Act of 1949; and § 570.208 untary on the part of the grantee the recipient may qualify the assistance ei- ther on the basis of the national objec- tive addressed by the displacing activ- ity or on the basis that the recipients (ii) Necessary to complete the urban of the relocation assistance are low and renewal plan, as then in effect, includ- moderate income persons. ing initial land redevelopment per- (3) In any case where the activity un- mitted by the plan. dertaken for the purpose of creating or NOTE: Despite the restrictions in (b) (1) and retaining jobs is a public improvement (2) of this section, any rehabilitation activ- and the area served is primarily resi- iry which benefits low and moderate income dential. the activity must meet the re - persons pursuant to paragraph (a)(3) of this quirements of paragraph (a)(1) of this section can be undertaken without regard to section as well as those of paragraph the area in which it is located or the extent or nature of rehabilitation assisted. (a) (4) of this section in order to qualify (c) Activities designed to meet commu- ' as benefiting low and moderate income nity development needs having a par- ticular urgency. In the absence of sub- stantial evidence to the contrary, an activity will be considered to address this objective if the recipient certifies that the activity is designed to allevi- ate existing conditions which pose a se- rious and immediate threat to the health or welfare of the community which are of recent origin or which re- cently became urgent, that the recipi- ent is unable to finance the activity on its own, and that other sources of fund- ing are not available. A condition will generally be considered to be of recent origin if it developed or became critical within 18 months preceding the certifi- cation by the recipient. (d) Additional criteria. (1) Where the assisted activity is acquisition of real property, a preliminary determination of whether the activity addresses a na- tional objective may be based on the planned use of the property after acqui- sition. A final determination shall be based on the actual use of the property, excluding any short-term. temporary use. Where the acquisition is for the purpose of clearance which will elimi- nate specific conditions of blight or physical decay, the clearance activity shall be considered the actual use of the property. However, any subsequent use or disposition of the cleared prop- erty shall be treated as a "change of use" under 5570.505. (2) Where the assisted activity is re- location assistance that the recipien Is required to provide, such relocatio assistance shall be considered to ad dress the same national objective as i t n s addressed by the displacing activity. Where the relocation assistance is vol- persons. (4) CDBG funds expended for planning and administrative costs under § 570.205 and § 570.206 will be considered to ad- dress the national objectives. (5) Where the grantee has elected to prepare an area revitalization strategy pursuant to the authority of §91.215(e) of this title and HUD has approved the strategy, the grantee may also elect the following options: (i) Activities undertaken pursuant to the strategy for the purpose of creating .or retaining jobs may. at the option of the grantee, be considered to meet the requirements of this paragraph under the criteria at paragraph (a)(1)(vii) of this section in lieu of the criteria at paragraph (a) (4) -of this section; and (ii) All housing activities in the area for which, pursuant to the strategy, CDBG assistance is obligated during the program year may be considered to be a single =ucture for purposes of ap- plying the criteria at paragraph (a)(3) of this section. (6) Where CDBG-assisted activities are carried out by a Community Devel- opment Financial Institution whose charter limits its investment area to a primarily residential area consisting of at least 51 percent low- and moderate- . income persons, the grantee may also. elect the following options: (i) Activities carried out by the Com- munity Development Financial Insti- tution for the purpose of creating or re- taining•jobs may. -at the option of the grantee, be considered to meet the re- quirements of this paragraph under the criteria at paragraph (a)(1)(vii) of this section in lieu of the criteria at Para- graph (a)(4) of, this' section: and 61 71" § 570.209 (ii) All housing activities for which the Community Development Finan- cial Institution obligates CDBG assist- ance during the program year may be considered to be a single structure for purposes of applying the criteria at paragraph (a) (3) of this section. (7) Where an activity meeting the cri- teria at 5570.209(b)(2)(v) may also meet the requirements of either paragraph (d) (5) (i) or (d) (6) (i) of this section, the grantee may elect to qualify the activ- ity under either the area benefit cri- teria at paragraph (a)(1)(vii) of this section or the job aggregation criteria at paragraph (a) (4) (vi) (D) of this sec- tion, but not both. Where an activity may meet the job aggregation criteria at both paragraphs (a) (4) (vi) (D) and (E) of this section, the grantee may elect to qualify the activity under either cri- terion, but not both. 153 FR 34439, Sept. 6, 1988; 53 FR 41330. Oct. 21, 1988. as amended at 60 FR 1945. Jan. 5. 1995; 60 FR 17445. Apr. 6. 1995; 60 FR 56912. Nov. 9, 1995, 61 FR 18674, Apr. 29. 19961 § 570.209 Guidelines for evaluating and selecting economic develop- ment projects. The following guidelines are provided to assist the recipient to evaluate and select activities to be carried out for economic development purposes. Spe- cifically, these guidelines are applica- ble to activities that are eligible for CDBG assistance under § 570.203. These guidelines also apply to activities car- ried out under the authority of §570.204 that would otherwise be eligible under § 570.203. were it not for the involve- ment of a Community -Based Develop- ment Organization (CBDO). (This would include activities where a CBDO makes loans to for -profit businesses.) These guidelines are composed of two components: guidelines for evaluating project costs and financial require- ments; and standards for evaluating public benefit. The standards for evalu- ating public benefit are mandatory, but the guidelines for evaluating projects costs and financial requirements are not. (a) Guidelines and objectives for evalu- ating project costs and financlal require- ments. HUD has developed' guidelines that are designed to provide the recipi- ent with a framework for financially. 24 CFR Ch. V (4-1-99 Edition) underwriting and selecting CDBG-as- sisted economic development projects which are financially viable and will make the most effective use of the CDBP funds. These guidelines, also re- ferrod to as the underwriting guide- line$, are published as appendix A to this', part. The use of the underwriting guidelines published by HUD is not mandatory. However, grantees electing not to use these guidelines would be ex- pected to conduct basic financial un- derwriting prior to the provision of CD$G financial assistance to a for - profit business. Where appropriate, HUD's underwriting guidelines recog- nize that different levels of review are appropriate to take into account dif- ferences in the size and scope of a pro- posed project. and in the case of a migroenterprise or other small busi- nes''s to take into account the dif- fer nces in the capacity and level of so- phiistication among businesses of dif- fering sizes. Recipients are encouraged, when they develop their own programs and underwriting criteria, to also take these factors into account. The objec- tives of the underwriting guidelines are to ensure: (1) That project costs are reasonable; (2) That all sources of project financ- in are committed; f3) That to the extent practicable. CPBG funds are not substituted for non -Federal financial support: (4) That the project is financially fea- sible; (5) That to the extent practicable, the return on the owner's equity in- vestment will not be unreasonably high; and (6) That to the extent practicable, CpBG funds are disbursed on a pro rata basis with other finances provided to the project. (b) Standards for evaluating public ben- efit The grantee is responsible for making sure that at least a minimum level of public benefit is obtained from the expenditure of CDBG funds under the categories •of eligibility governed by these guidelines. The standards set forth below identify the types of public benefit that will be recognized for this purpose and the minimum level of each that must be obtained for the amount 62 SEOP�IiG`R _ �� ; , OCT-04-99 MON 02:18 PM CRA FAX NO. 3053724646 P.02 SOUTHEAST OVERTOWNIPARK WEST REDEVELOPMENT TRUST FUND DIVISIONAL BUDGET SUMMARY anWdW Es*nftd EVVIMM EVer�flhue�. I�dapb� i90600 19�7-1068 i966o6 199a-00 $210,611 $442,734 $0 $0 �8'� and Fringe BenSifts 2r42,634 352,340 g Expenses 12,425,389 RIPTiON tax lnmmert old other revenue generated by the Cfty's The Redevelopment Trust Fund account isTrust Fur�id�accourrt is used to finance a refinance tax increment distrid. The Redevelopment redevelopmwt activities to the projed area. 4 SEOPW/c" S �9 - 28