IURA Neighborhood Investment Committee

In-Person Hybrid Meetings: The IURA no longer conducts Public Meetings exclusively remotely. Meetings must be conducted in person, complying with NYS Open Meeting Law (OML), which applies to all IURA Board and Committees. Members of the public who would like to deliver VERBAL comments at a meeting (3-min. max.) are strongly encouraged to do so using the Zoom link 108 E. Green St. and log-on credentials listed on the agenda, although they are welcome to do so in person at City Hall. WRITTEN public Ithaca, NY 14850 comments may be submitted before the meeting, using the instructions listed on the agenda. Pls. refer to the IURA Public In- (607) 274-6565 Person/Hybrid Meetings Policy for more detailed information and further instructions. LIVE-STREAM VIDEO: A non-interactive YouTube live-stream of the meeting can also be viewed at: https://www.youtube.com/channel/UC7RtJN1P_RFaFW2IVCnTrDg. Because of a slight delay in launching the live-stream, the video may begin a few minutes before the meeting is formally convened. AGENDA IURA Neighborhood Investment Committee (NIC) 8:30 a.m., Friday, August 11, 2023 (public, staff, & presenters may join remotely) Common Council Chambers (Third Floor) │ 108 E. Green St. │ Ithaca, NY 14850 Join Zoom Mtg.: https://us02web.zoom.us/j/86544854910?pwd=S1FEVkZlWlVWS2tGRlFSdHdKMWk0QT09 Meeting ID: 865 4485 4910 Passcode: J9pfY3 Dial by your location: 646 558 8656 US (New York) Meeting ID: 865 4485 4910 Passcode: 866821 I. Call to Order PUBLIC COMMENTS: WRITTEN public comments may be e-mailed until 3:00 p.m., the day before the meeting to: amendizabal@cityofithaca.org. Members of the public who would prefer to II. Changes/Additions to Agenda deliver VERBAL comments at the meeting (3-min. max.) should either appear in person or use above Zoom link and log-in credentials (for video) or dial-in number and log-in credentials (for III. Public Comments (if any) telephone). IV. Review of Minutes - June 2023 V. New Business A. Action Item – Resolution - 1st Amendment to the Below Market Rate Rental Housing Agreement for The Ithacan – Eligiblity of Certain Student Households B. Action Item – Resolution - Catholic Charities of Tompkins/Tioga (CCTT) Request to Modify 2022 and Subsequent Contracts “Security Deposit Assistance for Vulnerable Households” C. Discussion – Future Guests to Committee Meetings VI. Old/Other Business A. IURA Grants Summary B. Staff Report VII. Motion to Adjourn If you have a disability and require specific accommodation in order to fully participate, please contact the CITY OF ITHACA CLERK’S OFFICE at 274-6570 or clerk@cityofithaca.org at least 72 hours prior to the meeting. 108 E. Green St. Ithaca, NY 14850 (607) 274-6565 DRAFT MINUTES ITHACA URBAN RENEWAL AGENCY (IURA) NEIGHBORHOOD INVESTMENT COMMITTEE (NIC) 8:30 A.M., Thursday, June 8, 2023 Council Chambers, City Hall, Ithaca, NY In attendance: Karl Graham, Chair; Fernando de Aragón, Vice Chair (outgoing); Shaianne Osterreich, Co-Chair (incoming), Steve Williams. Excused: None Vacancy: 1 Staff: Anisa Mendizabal Guest(s): Michaela Cortright, Deputy Director, Catholic Charities of Tompkins-Tioga (CCTT); Liddy Bargar, Director of Housing Initiatives, Human Services Coalition of Tompkins County (HSC-TC) and Director of the Tompkins County Continuum of Care (CoC) I. Call to Order The Chair called the meeting to order at 8:36 a.m. II. Changes/Additions to Agenda Order of agenda items was changed to accommodate speaker, though the Minutes reflect the original order. III. Public Comment None. IV. Review of Minutes – None. V. New Business A. Committee Updates and Changes 1. Appointment of Chair – Outcome of Nomination Karl Graham, Chair, reported that the IURA has re-appointed him Chair of the NIC. Dr. Osterreich was elected Co-Chair by the NIC membership. The Chair thanked former Co-Chair, Mr. De Aragon, for his service. 2. Scheduling The Chair noted NIC Meeting will resume their former time meeting of the second Friday of each month at 8:30 a.m. (a change from meeting time of second Thursday). 3. Recruiting Committee Members Committee members discussed possible candidates for NIC. Osterreich noted that the meeting time may be difficult for some candidates. Graham offered two names. 1 B. 2023 Community Based Development Organization (CBDO) Designation 1. Greater Ithaca Activities Center, Inc. (GIAC, Inc.) – Resolution Motion by de Aragon, second by Osterreich 2023 IURA Designation of Greater Ithaca Activities Center, Inc. (GIAC, Inc.) as a Community-Based Development Organization WHEREAS, the Board of Greater Ithaca Activities Center, Inc. (GIAC, Inc.) seeks designation by the Ithaca Urban Renewal Agency (IURA) as a Community-Based Development Organization (CBDO), and WHEREAS, the City of Ithaca has designated the IURA to administer the City’s HUD Entitlement Program that oversees Community Development Block Grant funds awarded to the City, and WHEREAS, an eligible category of CDBG activities is a “Special Activity by CBDO”, that offers certain advantages, such as exemption from the 15% expenditure cap otherwise applicable to public service activities, authorization to carry out new housing construction (normally prohibited with CDBG funds), and discretion to allow income generated by a CDBG-funded activity to not be considered CDBG program income, and WHEREAS, the following four tests established at CFR Title 24 §570.204 must be met to qualify under a category of “Special Activity by CBDOs”: 1. The entity qualifies as a CBDO, including the 51% board membership test; 2. The CBDO will undertake an eligible project; 3. That the CBDO will carry out the funded activity directly or with an entity other than the grantee; 4. That the CBDO will not carry out a prohibited activity, and WHEREAS, a CBDO must maintain at least 51% of its governing body’s membership to be made up of any combination of the following: ● Low- and moderate income residents of its area of operation ● Owners or senior officers of private establishments and other institutions located in its area of operation ● Representatives of low- and moderate-income neighborhood organizations located in its area of operation, and WHEREAS, a CBDO must have as its primary purpose the improvement of the physical, economic, or social environment of its geographic area of operation, with a particular emphasis on the needs of low- and moderate-income persons, and WHEREAS, the project undertaken by the CBDO must qualify as one or more of the following project types: ● neighborhood revitalization; ● community economic development; ● energy conservation project; and Whereas, IURA evaluated GIAC, Inc.’s CBDO application and recommended the following; now, therefore, be it RESOLVED, that the IURA determines that Greater Ithaca Activities Center, Inc. meets the requirements for eligibility as a CBDO, and that the GIAC, Inc.’s “Hospitality Employment Training Program” qualifies as an eligible CBDO activity, and be it further 2  RESOLVED, that the IURA hereby designates Greater Ithaca Activities Center, Inc. as a Community-Based Development Organization (CBDO) and its “Hospitality Employment Training Program (HETP) Job Placements” as eligible for CDBG funding under the category of “Special Activities by CBDOs”. Unanimous, 4-0 C. 2023 Community Housing Development (CHDO) & 2023 Community Based Development Organization (CBD0) Designation 1. Ithaca Neighborhood Housing Services (INHS) – Resolution IURA Staff reviewed INHS’ application for re-designation as a Community Housing Development Agency (CHDO) and determined it met the criteria. Developing housing is a technically and financially complex activity and probably for that reason CHDO applications are more complex and lengthier than CBDO applications. A CHDO applicant must submit a report from the organization’s most recent audit and other financials. The Chair pointed out the Board Composition criteria also differs from that of a CBDO, perhaps, Mendizabal conjectured, for the same reason—the technical nature of housing development may require more board members to have particular types of expertise. Mendizabal explained that though INHS was designated a CBDO for several years, the growth of its service area to extend beyond the City of Ithaca poses a barrier for being re-designated under HUD’s regulations specific to CBDOs. However, HUD regulations do provide some opportunities for organizations designated as CHDOs to also be designated a CBDO, as long as the organization’s work is substantially similar to that of a CBDO in scope and purpose. IURA Staff have determined there is sufficient documentation to meet the substantial similarity test, and will seek input from HUD on the matter. Motion by Graham, second by Osterreich. 2023 Designation of Ithaca Neighborhood Housing Services, Inc. (INHS) as a Community Housing Development Organization (CHDO) and as a Community Based Development Organization (CBDO) WHEREAS, the Ithaca Urban Renewal Agency (IURA) has been designated by the City of Ithaca as the Lead Agency to develop, administer and implement the HUD Entitlement Grant program, including funds received through the HOME Investment Partnerships (HOME) program, and WHEREAS, grant recipients under the HOME program are termed Participating Jurisdictions (PJs), and WHEREAS, PJs must reserve not less than 15% of their HOME allocation for investment in housing to be developed, sponsored, or owned by Community Housing Development Organizations (CHDOs), and WHEREAS, each PJ must annually identify CHDOs that are capable of carrying out projects to address priority housing needs identified in the Consolidated Plan, and WHEREAS, a CHDO is a specific type of community-based non-profit organization as defined in 24 CFR §92.2, and 3  WHEREAS, on December 27, 2023, Ithaca Neighborhood Housing Services, Inc. (INHS) submitted materials documenting its qualifications and requested renewal of its designation as a CHDO by the IURA, and WHEREAS, on May 25, 2023, IURA Staff completed a point-in-time review of said documents, and WHEREAS, at its June 8,2023 meeting, the Neighborhood Investment Committee of the Ithaca Urban Renewal Agency compared the submitted materials against CHDO criteria and recommends the following; now, therefore be it RESOLVED, that the IURA, acting in its capacity as the Lead Agency for the Participating Jurisdiction of the City of Ithaca, hereby renews its designation of Ithaca Neighborhood Housing Services, Inc. as a CHDO for the 2023 Action Plan, and be it further RESOLVED, that the IURA, acting in its capacity as the Lead Agency for the Participating Jurisdiction of the City of Ithaca, and pursuant to 24 CFR §570.204(c)(3) hereby renews its designation of Ithaca Neighborhood Housing Services, Inc. as a Community Based Development Organization (CBDO) for the 2023 Action Plan, pending input from HUD. Unanimous, 4-0 D. Catholic Charities of Tompkins/Tioga (CCTT) Request to Modify 2021 Contract “Security Deposit Assistance for Vulnerable Households” - Resolution Michaela Cortright, Deputy Director of CCTT, attended via Zoom to discuss the contract modification letter CCTT to IURA for a modification(s) to their 2021 contract and for said modification(s) to apply to subsequent contracts. Liddy Bargar, Director of the Tompkins County Continuum of Care, also attended via Zoom to answer related questions or provide context related to homelessness, should the Committee have them. CCTT has been revisiting their program guidelines to ensure their relevance and identified a short list of items which they would like to update or revise. The contract modification request came to IURA in order to be able to serve a household poised to exit homelessness. IURA made that exception to the 2021 contract but referred the broader and more expansive modifications (including applying them to subsequent contracts) to NIC. Requested changes included, but may not be limited to the following: • Remove language regarding Rapid Rehousing • Update “once in a lifetime” per household rule to once every five years o Exempt household members who were minor children from the “once in a lifetime” rule or whatever rule replaces it. o Exempt households fleeing domestic violence o Exempt households exiting homelessness The Committee discussed the matter at length. Committee Members and Guests endured the ill-timed malfunctioning of the hybrid meeting system’s speakers. 4  The Committee requested of CCTT an updated list of changes requested and reasoning for requests, Security Deposit Program Guidelines, and the Security Deposit application form. The NIC will revisit the issue at the next NIC meeting. VI. Old/Other Business A. IURA Grant Summary IURA met the annual HUD spenddown ratio and compliance was achieved, despite earlier Staff warnings and groanings that it would not. Moreover, our ratio was lower than the mandated 1.5x of the most recent CDBG grant award—it was 1.3x. Mendizabal offered thanks to our CDBG-organizations and acknowledged the hard work of IURA Contracts Monitor Charles Pyott and IURA Accountant Kim Cook. The most recent Grant Summary does not reflect this joyous achievement (the Grant Summary usually lags by at least 1 month), so the spenddown letter from HUD was included instead. Relatedly, Mendizabal has noted the necessity of keeping close track of projects funded with large amounts of CDBG, (such as since INHS’s 2023 Homeowner which this year will be entirely funded with CDBG) since large projects that move slowly have a great impact on the spenddown ratio, as was evidenced by Bohn’s analysis during the review of 2023 AAP Applications. Ithaca Farmers Market is finalizing its CDBG-CV Project. Mendizabal is in contact and has requested a few details from them. CCTT’s Service Delivery Contract needs to voucher. Mendizabal is in contact with them. B. Staff Report Common Council approved and adopted the 2023 Annual Action Plan the night prior to this meeting. Mendizabal will finalize and submit it within the next 1-2 days. HUD has 45 days to review it; recently our HUD Representative reaches out to have a meeting to discuss it prior to approval. The IURA Board has authorized IURA Director of Community Development Bohn to seek a part-time temporary employee to take over minutes of IURA Board and Governance meetings from C. Pyott. Bohn will be taking vacation later in June. The Chair reported that IURA has a new Board Member: NIC Member Shaianne Osterreich. VII. Motion to Adjourn Motion to adjourn by Graham, seconded by <consensus>. Meeting adjourned at approximately 10:00 a.m. 5 Proposed Resolution IURA Neighborhood Investment Committee August 11, 2023 1st Amendment to the Below Market Rate Rental Housing Agreement for The Ithacan - Eligibility of Certain Student Households WHEREAS, on July 19, 2021, the IURA executed a Below Market Rate Rental Housing Agreement (Agreement) with Green State Development Partners LLC (GSDP), owners of The Ithacan, a 200-unit housing project located above the eastern section of the Green Street parking garage, and WHEREAS, the Agreement requires 20 units to be occupied by eligible households at eligible rents for 30 years, and WHEREAS, The Ithacan is currently marketing below market rate housing units and received an application from an income-qualified US military veteran who will be attending college who is not eligible for a below market unit due to the student household prohibition, and WHEREAS, the student household prohibition in the Agreement matches the limitations in the Low Income Housing Tax Credit program (LIHTC), and WHEREAS, unbeknownst to IURA staff, the Housing Choice Voucher (AKA Section 8) and the HOME program regulations differ from the LIHTC program regulations in that these programs allow student households to occupy assisted housing if the student household contains a US military veteran or if students are at least 24 years of age, and WHEREAS, per the Agreement, an eligible rents cannot exceed 30% of a household’s income earning 80% of the Area Median Income (AMI) adjusted for an assumed household size by unit size, and WHEREAS, per the Agreement, eligible households shall mean “a household that meets the following income and composition characteristics: (1) A household whose adjusted gross annual household income does not exceed 80% of the Area Median Income (“AMI”), adjusted for household size, for Tompkins County, New York, as published annually by the U.S. Department of Housing and Urban Development (“HUD”) and accessible via the following web site https://huduser.gov/portal/datasets/il/html, and (2) A household that excludes all the following members: a. Housing containing a principal, member, or shareholder with 15%or more ownership interest in GSDP or a family member of such person; b. Household containing an employee of GSDP or a firm hired by GSDP to manage, clean or secure the property; c. Household containing an IURA official, IURA employee, or family member of such person; d. Household containing a City of Ithaca official or family member of such person; e. Household composed solely of full-time students unless one of the following exceptions is satisfied: i. The combined income of parents of full-time students is 80% or less of AMI, adjusted for family size. Page 1 of 2  ii. At least one member of the household receives assistance under Title IV of the Social Security Work Force Investment Act or another similar Federal, State, or local program. iii. The household includes at least one single parent with a minor child(ren). iv. All adult members of the household are married and can file joint tax returns. v. At least one member of the household has exited the foster care system”, and WHEREAS, at their August 11, 2023 meeting the Neighborhood Investment Committee discussed this matter and recommended the following action; now, therefore, be it RESOLVED, that the IURA hereby approves amendment #1 to the Below Market Rate Rental Housing Agreement with Green State Development Partners LLC to expand the list of eligible student households who meet the following criteria: • A United States military veteran • Is 24 years-old or older And be it further RESOLVED, that the IURA authorizes the IURA Chair, subject to IURA legal counsel review, to execute aa amended Agreement to implement this resolution. Page 2 of 2  Catholic Charities of Tompkins & Tioga Samaritan Center Security Deposit Program Policies and Procedures (Rev. 2023) 1. Introduction and Program History Catholic Charities (CCTT) has been in operation in Tompkins County since 1997. In 2004, a program was developed that addressed a “gap in service” regarding security deposit assistance for housing. Low-income households that were not eligible for DSS assistance and/or households receiving Section 8 Housing Choice Vouchers were struggling to produce a security deposit, plus first and last month’s rent without assistance. In most cases, Housing Choice Vouchers do not include security deposits. Since 2004, this is one of the most utilized programs in the Samaritan Center other than the free clothing closet and free hygiene items. Initially, the security deposit assistance began as a one-time grant to low-income households. Income levels must be at or below 60% AMI (approximately 300% federal poverty level). Aside from income eligibility, all applicants also needed to provide a DSS Security Agreement denial letter or a signed statement from the prospective landlord that they do not accept DSS Security Agreements. If landlord agreed to the terms of the arrangement, applicants were conditionally approved for a partial payment of either $500 or $750 depending on unit size. Applicants were responsible for the remaining amount. All documents and forms create an “application” that is sent to IURA, which administers HOME funding for this project, for final review and approval. The basic terms of the agreement are: a) Can not be a month-to-month lease b) Must consent to a third-party inspection of the unit c) Must allow the applicant to move in before receiving the guaranteed payment d) Must agree to return the deposit directly to the tenant if they are in good standing at the end of their lease Historical Program Demographics… • 65-100 low-income households are served per year. • 30% of applicants are homeless or experiencing housing instability. • Upwards of 51% of units are within the City of Ithaca. • The largest majority of applicants are single parents. • 89% of those reached for follow up indicate they have remained stably housed. Timeline of Program Evolution… Page 1 of 5 2016: CCTT joined “Housing for School Success”, a pilot program partnership between Beverly J Martin Elementary school(BJM), Ithaca Housing Authority (IHA), and Ithaca Neighborhood Housing Services(INHS) created to increase housing stability and case management. BJM serves the highest number of McKinney Vento eligible students due to its proximity to the emergency homeless shelter. Initially, 5 housing units, housing choice vouchers, rental assistance, security deposits reserved each year for the families engaged in this program. Currently, the partnership includes IHA, BJM, and CCTT. 5 security deposits and housing choice vouchers continue to be reserved each year. 2019: A letter of denial from Dept of Social Services or a Landlord Statement is no longer required to apply for CCTT assistance . 2020: COVID Pandemic Shutdown - CCTT set aside deposits for people engaged in services at OAR to assist with a more seamless transition into housing after incarceration during a uniquely challenging housing market. Funded by IURA CDBG-CV Coronavirus Program Project. - CCTT also set aside deposits for people engaged in services at the Advocacy Center to assist with housing transitions after fleeing domestic violence during COVID. Funded by IURA CDBG-CV Coronavirus Program Project. - Inspections were temporarily waived by HUD. CCTT allowed landlord and tenant to self-inspect the unit together. This option is still available as of August 2023 under certain circumstances. - Introduced virtual meetings for clients. - Application forms are transferred into fillable PDF versions to be easily emailed and submitted back. This eases transportation issues and benefits applicants that are unable to leave their day job to attend appointments. 2022: Assistance is no longer limited to partial amounts. The full amount for security deposits is allowed for all units within Fair Market Guidelines for Tompkins County. 2023: - CCTT proposes removal of “one-time” security deposit rule. Applicants become eligible for assistance every 60 months (5 years). - Qualifying Special Exceptions to the rule are determined. - Security Deposit Program “Policies and Procedure Guidelines” are established. Page 2 of 5  2. Security Deposit Application PRESCREENING PROCESS ❖ Applicant must answer YES to the following Eligibility Screening Questions: ➢ Is this rental unit in Tompkins County? ➢ Have you found an apartment and been in touch with the landlord yet? ➢ Are you planning to move within 7-10 days or more? ➢ Do you have a source of income to pay rent? (MUST BRING PROOF TO INITIAL APPOINTMENT) ❖ Applicant must answer NO to the following Eligibility Screening Questions: ➢ Is this a month-to-month lease? ➢ Have you or anyone in your household received a security deposit in the last 5 years? o If YES – Ineligible, unless meets qualifying criteria for Special Exemption (**See Qualifying Special Exemptions**) APPOINTMENT PROCESS A. Security Deposit Assistance Checklist i. Includes, but not limited to: Name, Contact Number, Unit Address, Landlord contact information. ii. Checklist also serves as a valuable quick reference guide for staff and is updated annually by IURA and CCTT iii. Checklist serves as a cover sheet for application file B. Income Documentation i. Acceptable copies of PROOF OF INCOME can be: Paystubs, SSI Award letter, DSS Budget sheet, an EMPLOYMENT VERIFICATION FORM, and/or Child Support statement ii. ANNUAL INCOME DETERMINATION FORM must be signed attesting that their income is accurately reported, and that this is their only income iii. If a household member does not have income, they must fill out a NO INCOME FORM C. Release of Information Form, signed D. Inspections/Requests i. If applicant has Section 8 voucher, staff will email the assigned caseworker to request their “Relocation Budget” and the unit’s FULL INSPECTION FORM. ii. If applicant does not have Section 8 voucher, staff emails an INSPECTION REQUEST FORM to Tompkins Community Action Housing Choice Voucher Program Supervisor as well as the Inspector (currently John.Decker@tcaction.org). TCA is contracted to provide inspections on all units for this program. iii. Special Circumstance: SELF INSPECTION FORM (*see Qualifying Special Exemptions) E. Tenant Agreement Form Client must review and sign this form (staff may read this out loud if necessary). Staff must verbally explain the main bullet points of receiving this assistance: They will not be eligible for this assistance again for another five years, the check will go directly to the landlord in 30 days, a signed lease is required, a Promise to Pay letter will be provided to landlord, and CCTT is not held financially responsible for the tenant. If upon completion of a full lease, the tenant is entitled to deposit, the landlord must return the funds directly to tenant usually within 30 days. *Essentially, this is a gift and an incentive to take good care of the apartment and have the means for a future security deposit* Page 3 of 5 F. Landlord Agreement Form Must be signed by landlord and returned to staff Additionally, a Lease Amendment Form must be signed if applicant does not have Section 8 *Staff will attach their business card to this Form/s for the landlord. Fundamentally it is the applicant’s responsibility to give this form/s to the landlord to sign and return. However, there are applicants that may require more assistance from staff to act on behalf of the applicant, or advocate if necessary. The landlords are responsible for returning these forms to staff directly. * Staff will provide the applicant a list of what is still needed to complete their application (usually landlord paperwork, inspection, and a signed lease). Staff will provide their business card to the client. G. Application is now officially “Pending”. File documents must be kept in specific order, see C.E1-E12 below. Also, see C.F. 3. Application Approval An application is considered approved by Catholic Charities if the following has been verified and documented: A. Income is at or below 60% Tompkins County Area Median Income guidelines B. Unit is at or below Tompkins County Fair Market Rent (FMR) C. Unit is considered reasonably affordable for applicant (30% of income) D. Unit has passed Inspection E. All required forms have been returned and/or completed: 1. Security Deposit Assistance Checklist 2. Annual Income Determination Form 3. Verification of Employment E.4 Questionnaire for Applicants who Claim Zero Income E.5 Proof of Income E.6 Tenant Agreement E.7 Landlord agreement E.8 Lease Amendment (if no Section 8) E.9 Signed Lease E.10 Inspection E.11 Relocation Budget from Section 8 (if applicable) E.12 Release of Information F. A Complete application file must consist of all documents listed above, as well as, proof of all household income, a Promise to Pay letter, and IURA Voucher Page 4 of 5 4. Payment Execution A. Promise-to-Pay Letter is mailed to landlord and a copy retained in application file B. IURA Voucher is created. This information includes: Voucher #, landlord information, tenant information, total request amount, funding balance, and program director signature C. Complete application is sent to the IURA Contracts Monitor for review and final approval D. Once approved, within 30 days, IURA produces a Two-Party check between Landlord and Catholic Charities, as well as updates the corresponding IURA Voucher E. Checks and updated vouchers are provided to CCTT either by mail USPS or picked up in person F. Checks are endorsed by Program Director or Executive Director G. Check and Letter to Landlord are both mailed to landlord or property manager 5. Recordkeeping & Reporting A. All services are logged in CCTT database (**Note: Security Deposit assistance is only logged as received on the same day the check has been mailed to landlord**) B. The updated IURA Vouchers are scanned to CCTT Finance Dept C. Check stubs and updated vouchers are added to Applicant files and then “closed” D. All applicant files are scanned and maintained electronically E. All hard copy forms of files are retained confidentially for 7 years and then shredded F. IURA SECURITY DEPOSIT BENEFICIARY QUARTERLY REPORTING FORM is updated with applicant information. The following information is reported: Applicant Name, HSS or Homeless, # of Bedrooms, Within City of Ithaca, Security Deposit Amount, Tenant Rent Amount, Rental Subsidy Amount, Total Rent, % of Area Median, Hisp/Latino, Race, Household Size, Household Type, Paid To, Newly Assisted, Months of Lease G. Follow up calls are made to former applicants on an annual basis to check the stability of their current housing a. Qualifying Special Exemptions for Eligibility HSS Program Participants b. HUD-defined as “Literally Homeless” with a Housing Choice Voucher c. Fleeing Domestic Violence: If the applicant was previously listed in a household that received a security deposit but is now fleeing DV from that same partnership. d. Child Aged Out of Household: If the adult applicant was previously listed as a dependent child in a household that received a security deposit If eligible, the 5-year waiting period may be waived one time. Applicant must answer and explain the following in order to be considered: 1. Did applicant receive their previous security deposit back? 2. Did applicant receive a partial deposit back? 3. If partial, why? Special Circumstances for SELF INSPECTION FORM: HUD allows these forms for unique situations, such as pandemics, where the Landlord and Tenant inspect unit together and sign off. Page 5 of 5  PROPOSED CHANGES AND EXCEPTIONS CCTT Security Deposit for Vulnerable Households Program 1. Changes Requested/Under Consideration a. Remove Rapid Rehousing voucher language – I cannot find where this even mentioned to begin with, it’s not in the contract or grant application. b. Include exception for applicants fleeing DV – The exception would be to consider a second sec dep for an applicant if they had previously received one with their Abuser and were now fleeing DV from them. c. Include exception or policy for how to serve people who were children of households who had a Security Deposit and who are now adults applying on their own (also: is it correct that this is only necessary if some sort of limit on the # of Security Deposits a person can get remains, correct?) - There will still be a limit on the frequency in which one would be eligible for a Sec Dep (every 5 years). There would still need to be an Exception made for this particular situation (particularly ages 13yrs -21yrs) d. Remove one-time Security Deposit rule 1. Specify what would replace the one-time rule. Is it.. a. No rule around # times beneficiaries can receive it? See below b. A different limitation like 1x every 5 years i. Potential for abuse of the program without a limit on how often it can be accessed and safeguarding the program from abuse – Making this resource accessible every 5 years is the safeguard from abuse. I wouldn’t consider using a resource every 5 years as abusive. c. Data/information from repeat applicants about what the disposition of their previous security deposit – added to guidelines i. Did applicant get it back? ii. Did applicant get partial back? iii. If partial, why? 3. A copy of the Security Deposit application form. We do not have one particular application form. The checklist that IURA sends us is as close to that as it gets. The "application" is a thick packet of documentation that gets reviewed by CCTT staff and IURA staff before approval. 4. Guidelines (attached)  COMPLETE ENTIRE FORM. Catholic Charities of Tompkins/Tioga Counties (“CCTT”) SIGNATURES ARE REQUIRED. Security Deposit Assistance Checklist TENANT NAME: Move-In: _____/_____/_____ Address: Phone: ( ) - ELIGIBILITY REQUIREMENTS:  Applicant is current Tompkins Co. resident moving within Tompkins Co.  Applicant(s) meets income guidelines.  Cannot take occupancy (move in) until approved. REQUIRED DOCUMENTS ☐ DSS Denial OR ☐ Landlord Statement Refusing DSS Letters ☐ CCTT Approval Letter to Landlord Landlord: ______________________________________ ☐ 8 Consecutive Weeks’ Income Documents (everyone 18+ in household): ☐ Employment Verification (signed/complete) ☐ Child Support/Alimony Statements ☐ Zero Income Form ☐ Pay Stubs/Statements (8 weeks) ☐ Unemployment Statements ☐ DSS Budget Sheet ☐ Other: ______________________________ ☐ SSDI/SSI/Social Security Award Letter or Bank Statement(s) ☐ Completed/Signed Lease w. Move-In Date Sec. Dep. Assist.: $________ Rent: $________ Sec. Dep.: $________ Rent: $ (tenant) $ (HAP/other) ☐ Utilities Included No. of Bedrooms: _____ Lease Amendment Form: ☐ Yes ☐ n/a (i.e., Section 8) ☐ Completed/Satisfactory Inspection Inspection Date: _____/_____/_____ Source: ☐ Section 8 ☐ HQS Checklist ☐ Signed Tenant/CCTT Agreement ☐ Signed Landlord/CCTT Agreement ☐ Receiving Assistance from Other Agency (e.g., DSS) Agency & Amount: _____________________ $_________ ☐ Rent Conforms to 2023 Fair Market Rents (FMR) [Effective: Oct. 1, 2022] EFFICIENCY 1 BR 2 BR 3 BR 4 BR If rent exceeds FMR or total housing costs exceed 60% of tenant’s gross income, provide explanation FMR: $1,187 $1,276 $1,487 $1,890 $1,998 and date IURA was notified: __________________________________________ ____/____/____. OR ☐ Rent Conforms to 2022 14850 Small Area Fair Market Rent (SAFMR) for Housing in City of Ithaca [Effective: Oct. 1, 2021] EFFICIENCY 1 BR 2 BR 3 BR 4 BR SAFMR: $1,221 $1,309 $1,584 $2,024 $2,145 ☐ Section 8 Assistance & Agency: ☐ TCAction ☐ Ithaca Housing Authority Case Worker: ______________________ ☐ Lead Paint Determination  All applicants must be given EPA, HUD, or Consumer Product Safety Commission (CPSC) lead- hazard pamphlet, or EPA-approved equivalent. Ask: “Is there a child in the household with elevated blood lead level?” If “Yes,” IURA must pre-approve assistance. If rental unit is in structure built before 1978, applicants should receive “Lead Safe Housing Instructions for Applicants” hand-out. Household Size: ____ Adult(s) ____ Child(ren) 2022 Income Limits [Effective: 6/15/22] (cannot be more than indicated in table ) Household Income ANNUAL ADJUSTED HOUSEHOLD INCOME: $ In most cases, both SOCIAL SECURITY DISABILITY Limit $42,120 1 person ☐ INSURANCE (SSDI) and SUPPLEMENTAL SECURITY 2 persons $48,120 ☐ Other Non-Cash Benefits (annualized): INCOME (SSI) benefits are not taxable and are, 3 persons $54,120 ☐ therefore, not counted as Adjusted Gross ☐ Food Stamps $ Income. SSI is never taxable. In rare cases, SSDI 4 persons $60,120 ☐ ☐ Medicaid/Medicare $ benefits may be taxable, if a person/spouse has 5 persons $64,980 ☐ ☐ Transportation $ income over a certain threshold. IURA also 6 persons $69,780 ☐ employs IRS 1040 definition of income, which ☐ Childcare $ excludes CHILD SUPPORT received. 7 persons $74,580 ☐ ☐ Other: ______________ $ 8 persons $79,380 ☐ ☐ Applicant’s last known address was in Tompkins County. Was applicant homeless? ☐ Yes ☐ No Applicant Signature: ______________________ Staff Signature: ________________________ Date: ____/____/____ ADOPTED RESOLUTION Ithaca Urban Renewal Agency May 25, 2023 Contract Modification to 2021 Project #7 “Security Deposit Assistance for Vulnerable Households” WHEREAS, Catholic Charities of Tompkins-Tioga (CCTT) is the project sponsor for 2021 Project #7 “Security Deposit Assistance for Vulnerable Households,” which provides full security deposits to aid income-qualified households in securing housing, and WHEREAS, on May 18, 2022, the IURA and CCTT executed a contract to implement Project #7, and WHEREAS, Section 2.a.(ix) of the contract states: (ix) per Sub-Recipient’s Program Guidelines and long-standing policy, security deposit assistance shall be limited to first-time beneficiaries, unless an applicant is enrolled in the Housing for School Success Program or has been issued a Rapid Rehousing voucher. and, WHEREAS, CCTT has recently modified its Program Guidelines and long-standing policy to extend the exception of first-time beneficiaries to include all households experiencing homelessness, and WHEREAS, CCTT requests a contract modification to reflect this change in its Program Guidelines, and WHEREAS, such a contract modification aligns with the goals of the City of Ithaca’s HUD- Approved HOME-ARP Allocation Plan and the Tompkins County Continuum of Care’s City- endorsed “Home Together, Tompkins” Plan; now, therefore, be it RESOLVED, the IURA Chair is hereby authorized to execute a contract modification with Catholic Charities of Tompkins-Tioga for 2021 Project #7 “Security Deposit Assistance to Vulnerable Households” to extend the exception to the one-time beneficiary eligibility requirement to any households experiencing homelessness.  U.S. Department of Housing and Urban Development Buffalo Office 300 Pearl Street, Suite 301 Buffalo, New York 14202 (716) 551-5755 August 3, 2023 Ms. Anisa Mendizabal Community Development Planner City of Ithaca 108 E. Green St. – City Hall Ithaca, NY 14850-5614 Dear Ms. Mendizabal: SUBJECT: Fiscal Year 2023 Grant Agreement Transmittal The Buffalo Field Office would like to thank you for your continued partnership in providing quality affordable housing, a suitable living environment, and expanding economic opportunities for low-and moderate-income persons through HUD programs. On Thursday, June 10, 2021, the Department published an interim final rule with a request for comments, titled: Requesting Affirmatively Furthering Fair Housing Definitions and Certifications (86 Fed Reg 30779). The effective date for the interim rule is July 31, 2021, and you are encouraged to review the interim rule in developing your programs. One Grant Agreement is attached for each program awarded as follows: Community Development Block Grant Program (CDBG) $637,714.00 HOME Investment Partnerships (HOME) $333,264.00 Total FY 2023 Award $970,978.00 Plan Approval Transmittal of a grant agreement does not constitute approval of the activities described in your Consolidated Plan. You are reminded that you, as grantee, are responsible for ensuring that all grant funds are used in accordance with all program requirements. An executed Grant Agreement is a legally binding agreement between the Department of Housing and Urban Development and your agency. Please note the special conditions attached to each Funding Approval/Agreement, including CDBG. In accordance with the HOME regulations at 24 CFR 92.254(a)(5), a Participating Jurisdiction (PJ) must establish resale and/or recapture requirements that comply with the standards of the regulation. Furthermore, the resale and/or recapture requirements must be set forth in the PJ’s Consolidated Plan. HUD must determine if the PJ’s provisions comply with the requirements of the regulations and notify the PJ in writing of its determination. HUD has reviewed your resale and/or recapture provisions and has determined that the provisions included in the Plan comply with the requirements at 24 CFR 92.254(a)(5). www.hud.gov espanol.hud.gov  Environmental Review Requirements You are reminded that certain activities are subject to the provisions of 24 CFR Part 58 (Environmental Review Procedures). Funds for such activities may not be obligated or expended until HUD has approved the release of funds in writing. A request for release of funds (RROF) must be accompanied by an environmental certification, and until the RROF is approved and notification is received, no HUD funds should be committed. If the project or activity is exempt per 24 CFR 58.34 or categorically excluded (except in extraordinary circumstances), no RROF is required. Build America, Buy America (BABA) On November 15, 2021, the Build America, Buy America Act (the Act) was enacted as part of the Infrastructure Investment and Jobs Act (IIJA). Pub. L. 117-58. The Act establishes a domestic content procurement preference, the Buy American Preference (BAP), for Federal programs that permit Federal financial assistance to be used for infrastructure projects. In Section 70912, the Act further defines a project to include “the construction, alteration, maintenance, or repair of infrastructure in the United States” and includes within the definition of infrastructure those items traditionally included along with buildings and real property. Starting May 14, 2022, new awards of Federal financial assistance (FFA) from a program for infrastructure, and any of those funds obligated by the grantee, are covered under the Build America, Buy America (BABA) provisions of the Act, 41 U.S.C. 8301 note. The waiver, published March 15, 2023, establishes a phased implementation schedule for application of the BAP to covered materials and HUD programs. The BAP is applicable now to iron and steel used in covered CDBG projects, i.e. for projects using funds obligated on or after November 15, 2022. For CPD, the BAP will apply next to iron and steel used in covered Recovery Housing Program (RHP) projects for funding obligated on or after August 23, 2023. The Phased Implementation waiver established the following implementation schedule for HUD programs: BAP will apply to... Iron and Steel Specifically Listed All Other Manufactured Construction Construction Products Materials Materials CDBG Formula Grants All funds obligated on As of the date HUD As of the date HUD As of the date HUD or after November 15, obligates new FFA obligates new FFA obligates new FFA 2022 from FY24 from FY25 from FY25 appropriations appropriations appropriations Choice Neighborhood, New FFA obligated by New FFA obligated New FFA obligated New FFA obligated Lead Hazard Reduction, HUD on or after by HUD on or after by HUD on or after by HUD on or after and Healthy Homes February 22, 2023 August 23, 2024 August 23, 2024 August 23, 2024 Production Grants Recovery Housing New FFA obligated by As of the date HUD As of the date HUD As of the date HUD Program (RHP) Grants HUD on or after obligates new FFA obligates new FFA obligates new FFA August 23, 2023 from FY24 from FY25 from FY25 appropriations appropriations appropriations All HUD FFA except New FFA obligated by New FFA obligated New FFA obligated New FFA obligated HOME, Housing Trust HUD on or after by HUD on or after by HUD on or after by HUD on or after Fund, and Public February 22, 2024 August 23, 2024 August 23, 2024 August 23, 2024 Housing FFA used for maintenance projects All HUD FFA New FFA obligated by New FFA obligated New FFA obligated New FFA obligated HUD on or after by HUD on or after by HUD on or after by HUD on or after August 23, 2024 August 23, 2024 August 23, 2024 August 23, 2024 Additional details on fulfilling the BABA requirements can be found at https://www.hud.gov/program_offices/general_counsel/BABA. Executing the Grant Agreement Please execute each Grant Agreement with electronic signature and date and return to this office to the attention of William T. O’Connell, Director, Community Planning and Development at William.T.OConnell@hud.gov with a copy to Carol K. Wilke, Program Support Specialist at Carol.K.Wilke@hud.gov. Please ensure the Chief Elected Official and/or authorized designee electronically signs the CDBG grant agreement in the box directly across from the HUD CPD Director’s signature. The CDBG Grant Agreement should not be electronically signed in box 12c. Maintain a copy of each agreement with your original signature on-site in your program files. For additional information and guidance on grant-based accounting, please refer to the HUD Exchange at: https://www.hudexchange.info/manage-a-program/grant-based-accounting/. To establish a Line of Credit for Fiscal Year 2023 grant funds, it will be necessary for your agency to sign, execute and return one (1) copy of each Grant Agreement. If there is a need to add or remove individuals authorized to access the Integrated Disbursement Information System (IDIS), please submit an IDIS Online Access Request Form (HUD 27055), notarize, and return to this office. Additionally, if there is a need to establish or change the depository account where these funds are to be wired, a Direct Deposit Sign-Up form (SF-1199A) must be completed by your financial institution and returned to this office with a copy of a voided check. HUD congratulates the City of Ithaca on your grant award, and we look forward to assisting you in accomplishing your programs goals. If you have any questions or need further information or assistance, please contact Rashika Hall, Senior CPD Representative, at 716-646-7020 or Rashika.L.Hall@hud.gov. Sincerely, William T. O’Connell Director Community Planning and Development Division Enclosures  IURA Grants Summary May 2023 ON PROGRAM TRANSFERS TRANSFERS TOTAL Entitlement Funds PI TOTAL # SCHEDULE HUD ENTITLEMENT ACTIVITIES SPONSOR BUDGET INCOME IN OUT BUDGET EXPENDED UNEXPENDED UNEXPENDED UNEXPENDED % SPENT 2019 CDBG Activities 6022 complete 1.0 Homeowner Rehab7 INHS 67,594.32 0.00 0.00 601.95 67,594.32 67,594.32 0.00 0.00 0.00 100% 6023 complete 2.0 Small Repair Program INHS 21,110.00 0.00 11,390.00 0.00 32,500.00 32,500.00 0.00 0.00 0.00 100% 6024 complete 6.0 Finger LakesReUse Job Skills Training Finger Lakes ReUse, Inc. 95,529.00 0.00 0.00 0.00 95,529.00 95,529.00 0.00 0.00 0.00 100% 6025 complete 7.0 Work Preserve Job Training Historic Ithaca 67,500.00 0.00 0.00 0.00 67,500.00 67,500.00 0.00 0.00 0.00 100% 6026 complete 8.0 Hospitality Employment Training Program GIAC 110,725.28 0.00 0.00 0.00 110,725.28 110,725.28 0.00 0.00 0.00 100% 6027 complete 9.0 Ithaca ReUse Center Acquisition Finger Lakes ReUse, Inc. 100,000.00 0.00 0.00 0.00 100,000.00 100,000.00 0.00 0.00 0.00 100% 6028 complete 10.0 Economic Development Loan Fund IURA 0.00 107,000.00 396.99 0.00 107,396.99 107,396.99 0.00 0.00 0.00 100% 22 6029 complete 11.0 Black Girl Alchemists Public Art Mosaic CAP 7,500.00 0.00 0.00 115.47 7,384.53 7,384.53 0.00 0.00 0.00 100% 6030 complete 12.0 Housing For School Success Beverly J. Martin Elem 15,700.00 0.00 0.00 0.00 15,700.00 15,700.00 0.00 0.00 0.00 100% 6031 complete 13.0 2-1-1 Human Services Coalition 0.00 0.00 15,000.00 0.00 15,000.00 15,000.00 0.00 0.00 0.00 100% 6032 complete 14.0 Work Preserve: Job Readiness9 Historic Ithaca 20,000.00 2,599.00 0.00 2,599.00 20,000.00 20,000.00 0.00 0.00 0.00 100% 6033 complete 15.0 A Place To Stay Catholic Charities 20,000.00 0.00 0.00 0.00 20,000.00 20,000.00 0.00 0.00 0.00 100% 6034 complete 16.0 Immigrant Services Catholic Charities 25,059.00 0.00 0.00 0.00 25,059.00 25,059.00 0.00 0.00 0.00 100% 6035 complete 17.0 CDBG Admin IURA 137,679.40 0.00 0.00 0.00 137,679.40 137,679.40 0.00 0.00 0.00 100% 2019 CDBG Unallocated9, 6, 7, 22 IURA 0.00 0.00 3,316.42 3,200.95 115.47 0.00 115.47 0.00 115.47 N/A Total 688,397.00 109,599.00 30,103.41 6,517.37 822,183.99 822,068.52 115.47 0.00 115.47 100% 2019 HOME Activities 8011 complete 1.0 Homeowner Rehab17 INHS 42,151.58 10,370.40 0.00 10,370.40 42,151.58 42,151.58 0.00 0.00 0.00 100% 8012 ok 3.0 Founders Way Rental INHS 98,668.22 0.00 101,231.78 0.00 199,900.00 198,900.00 1,000.00 0.00 1,000.00 99% 8013 complete 4.0 Housing Scholarship Program The Learning Web 70,560.00 3,230.50 0.00 3,230.50 70,560.00 70,560.00 0.00 0.00 0.00 100% 8014 ok 5.0 Security Deposit Assistance-Vulnerable Households3, 11, 18 Catholic Charities 63,995.00 3,637.00 5.00 3,637.00 64,000.00 63,939.30 60.70 0.00 60.70 99.9% 8015 complete 18.0 HOME Admin IURA 30,597.20 0.00 0.00 0.00 30,597.20 30,597.20 0.00 0.00 0.00 100% complete Home Admin (PI)10 IURA 0.00 849.10 0.00 0.00 849.10 849.10 0.00 0.00 0.00 100% 2019 HOME Unallocated3, 11, 17, 18 0.00 0.00 17,237.90 17,237.90 17,237.90 17,237.90 0.00 0.00 0.00 N/A Total 305,972.00 18,087.00 118,474.68 34,475.80 425,295.78 406,148.08 1,060.70 0.00 1,060.70 100% 2019 CDBG-CV Activities complete 10.0 CD-RLF #46: COVID-19 Emergency SBRF AFCU 0.00 140,000.00 0.00 13,645.56 126,354.44 126,354.44 0.00 0.00 0.00 100% 22 6039 complete 19.0 Emergency Rental Assistance Program INHS 190,000.00 0.00 0.00 475.00 189,525.00 189,525.00 0.00 0.00 0.00 100% 6040 ok 20.0 CDBG-CV Admin IURA 153,892.20 0.00 0.00 0.00 153,892.20 120,462.99 33,429.21 0.00 33,429.21 78% 6041 complete 21.0 Laundry & Internet Needs During COVID-19 OAR of Tompkins County 11,000.00 0.00 0.00 0.00 11,000.00 11,000.00 0.00 0.00 0.00 100% Child Development Council of Central ok 6042 22.0 Ithaca CARES About Re-opening Child Care NY, Inc. 10,000.00 0.00 0.00 0.00 10,000.00 7,977.39 2,022.61 0.00 2,022.61 80% 6043 complete 23.0 Aid for Immigrants During COVID-19 Catholic Charities 10,879.00 0.00 0.00 0.00 10,879.00 10,879.00 0.00 0.00 0.00 100% 28 6044 complete 24.0 DICC Child Care Center Re-Opening Assistance DICC 25,600.00 0.00 17,475.00 17,475.00 25,600.00 25,600.00 0.00 0.00 0.00 100% 6045 complete 25.0 COVID-19 Emergency Assistance Program27 The Salvation Army Assistance 20,000.00 0.00 0.00 15,000.00 5,000.00 5,000.00 0.00 0.00 0.00 100% 6046 complete 26.0 COVID-19 Testing for Vulnerable Populations The REACH Project 20,000.00 0.00 0.00 0.00 20,000.00 20,000.00 0.00 0.00 0.00 100% 6047 ok 27.0 Security Deposits for Safer Housing Catholic Charities 25,000.00 0.00 0.00 0.00 25,000.00 18,917.00 6,083.00 0.00 6,083.00 76% canceled Advocacy Center of Tompkins County 6081 28.0 On Call Office Subdivision27 5,720.00 0.00 0.00 5,720.00 5,720.00 5,720.00 0.00 0.00 0.00 100% 6082 ok 29.0 Health & Wellness: Smoothies, Food Services & Yoga Black Hands Universal, Inc. 18,001.60 0.00 0.00 0.00 18,001.60 15,138.41 2,863.19 0.00 2,863.19 84% 6083 ok 30.0 Online Market Discounts for LMI/SNAP Customers Ithaca Farmer's Market 19,068.00 0.00 0.00 0.00 19,068.00 18,600.01 467.99 0.00 467.99 98% 24 6084 canceled 31.0 HVAC Upgrade St.John's Community Services 20,300.00 0.00 0.00 20,300.00 0.00 0.00 0.00 0.00 0.00 0% 6085 ok 32.0 GIAC Youth Programming GIAC 175,000.00 0.00 0.00 0.00 175,000.00 0.00 175,000.00 0.00 175,000.00 0% 28 6086 complete 33.0 Community Outreach Worker City of Ithaca 65,000.20 0.00 17,000.00 17,000.20 65,000.00 65,000.00 0.00 0.00 0.00 100% 6087 ok 34.0 Childcare Health & Safety DICC 0.00 0.00 17,475.00 0.00 17,475.00 11,803.15 5,671.85 0.00 5,671.85 68% 6089 ok 36. OAR Community Outreach OAR of Tompkins County 0.00 0.00 17,000.00 0.00 17,000.00 0.00 17,000.00 0.00 17,000.00 0% 2019 COVID CDBG Unallocated22, 24, 27, 28 0.00 0.00 41,495.20 34,475.00 7,020.20 0.00 7,020.20 0.00 7,020.20 N/A Total 769,461.00 140,000.00 110,445.20 124,090.76 901,535.44 640,174.24 249,558.05 0.00 249,558.05 72% 2020 CDBG Activities 6050 complete 1.0 Small Repair Program INHS 32,500.00 0.00 0.00 0.00 32,500.00 32,500.00 0.00 0.00 0.00 100% 6051 complete 2.0 Founder's Way For-Sale Townhomes INHS 27,555.84 0.00 0.00 0.00 27,555.84 27,555.84 0.00 0.00 0.00 100% 6052 complete 4.0a Security Deposit Asst Delivery Catholic Charities 2,500.00 0.00 0.00 0.00 2,500.00 2,500.00 0.00 0.00 0.00 100% 6053 complete 5.0 ReUse Job Skills Training & Employment Connections Finger Lakes ReUSe 75,000.00 0.00 0.00 0.00 75,000.00 75,000.00 0.00 0.00 0.00 100% 6054 complete 6.0 Work Preserve Job Training Historic Ithaca, Inc. 67,500.00 0.00 0.00 0.00 67,500.00 67,500.00 0.00 0.00 0.00 100% 6055 complete 7.0 Hospitality Employment Training Program GIAC 75,000.00 0.00 0.00 0.00 75,000.00 75,000.00 0.00 0.00 0.00 100% 6056 ok 8.0 Reimagining Ithaca Community Gardens Project Growing Hope 25,150.00 0.00 0.00 0.00 25,150.00 20,670.67 4,479.33 0.00 4,479.33 82% 6057 complete 9.0 Food Pantry Mechanical Dock Leveler TCA 14,470.00 0.00 0.00 0.00 14,470.00 14,470.00 0.00 0.00 0.00 100% 6058 complete 10.0 ADA Curb Ramps at West Village/Elm St Bus Stop IURA 11,000.00 0.00 0.00 0.00 11,000.00 11,000.00 0.00 0.00 0.00 100% 6059 canceled 11.00 GO ITHACA Low-Income Support29 Center For Community Transportation 12,200.00 0.00 0.00 12,200.00 12,200.00 12,200.00 0.00 0.00 0.00 100% 6060 complete 12.0 2-1-15 Human Services Coalition 17,392.15 0.00 2,607.85 20,000.00 20,000.00 0.00 0.00 0.00 100% 6061 complete 13.0 Work Preserve: Job Readiness20 Historic Ithaca, Inc. 20,000.00 0.00 0.01 0.01 20,000.00 20,000.00 0.00 0.00 0.00 100% 6062 complete 14.0 Immigrant Services Program Catholic Charities 30,000.00 0.00 0.00 0.00 30,000.00 30,000.00 0.00 0.00 0.00 100% 6063 complete 15.0 2020 CDBG Admin13, 16 IURA 136,524.00 0.00 0.00 0.00 136,524.00 136,524.00 0.00 0.00 0.00 100% 12, 16 ok Economic Development Loan Fund IURA 135,828.01 120,000.00 0.00 0.00 255,828.01 170,186.95 85,641.06 0.00 85,641.06 67% 2020 CDBG Unallocated20,29 0.00 0.00 12,200.01 0.01 12,200.00 0.00 12,200.00 0.00 12,200.00 N/A Total 682,620.00 120,000.00 14,807.87 12,200.02 817,427.85 715,107.46 102,320.39 0.00 102,320.39 87% 2020 HOME Activities 12, 15 8018 ok 2.0 Founder's Way For-Sale Townhomes INHS 172,344.16 0.00 0.00 0.00 172,344.16 171,344.16 1,000.00 0.00 1,000.00 99% 30 8019 ok 3.0 Northside Apartments Cayuga Housing Dev Corp 90,877.94 0.00 0.00 20,000.00 70,877.94 70,877.00 0.94 0.00 0.94 99.9% 8020 ok 4.0 Security Deposit Asst For Vulnerable Households4, 12, 15, 19 Catholic Charities 38,333.60 1,459.00 38,082.88 1,459.00 76,416.48 74,191.48 2,225.00 0.00 2,225.00 97% 8021 complete 16.0 2020 HOME Admin13 IURA 33,509.90 0.00 0.00 0.00 33,509.90 33,509.90 0.00 0.00 0.00 100% 12, 15, 19, 30 2020 Home Unallocated 0.00 0.00 21,492.40 1,492.40 20,000.00 0.00 20,000.00 0.00 20,000.00 N/A Total 335,065.60 1,459.00 59,575.28 22,951.40 373,148.48 349,922.54 23,225.94 0.00 23,225.94 94% 2021 HOME Activities 8023 ok 24.0 HOME-ARP Admin IURA 60,596.45 0.00 0.00 0.00 60,596.45 22,647.48 37,948.97 0.00 37,948.97 37% Total 60,596.45 0.00 0.00 0.00 60,596.45 22,647.48 37,948.97 0.00 37,948.97 37% 2021 CDBG Activities 6067 ok 2.0 Homeowner Rehab INHS 42,850.00 0.00 0.00 0.00 42,850.00 3,931.00 38,919.00 0.00 38,919.00 9% 6068 complete 3.0 Minor Repair Program INHS 33,475.00 0.00 0.00 0.00 33,475.00 33,475.00 0.00 0.00 0.00 100% 6069 ok 7.0a Security Deposit Asst Delivery Catholic Charities 2,500.00 0.00 0.00 0.00 2,500.00 625.00 1,875.00 0.00 1,875.00 25% 6070 canceled 8.0 ReUse Job Training for Career Pathways22 Finger Lakes ReUse 98,025.60 0.00 0.00 98,025.60 0.00 0.00 0.00 0.00 0.00 100% 6071 complete 9.0 Work Preserve Job Training6 Historic Ithaca, Inc. 56,840.74 0.00 10,659.26 0.00 67,500.00 67,500.00 0.00 0.00 0.00 100% 6072 ok 10.0 Hospitality Employment Training Program GIAC 100,643.06 0.00 0.00 0.00 100,643.06 100,081.53 561.53 0.00 561.53 99% 6073 ok 11.0 Great Neighbor & Essential Resource Ithaca Community Gardens, Inc. 41,200.00 0.00 0.00 0.00 41,200.00 18,549.00 22,651.00 0.00 22,651.00 45% 6074 ok 12.0 Urban Bus Stop Upgrade Project TCAT 17,100.00 0.00 0.00 0.00 17,100.00 4,750.00 12,350.00 0.00 12,350.00 28% 6075 ok 13.0 New Gym Renovations GIAC 100,000.00 0.00 0.00 0.00 100,000.00 0.00 100,000.00 0.00 100,000.00 0% 6076 complete 14.0 2-1-16 Human Services Coalition 5,000.00 0.00 20,000.00 0.00 25,000.00 25,000.00 0.00 0.00 0.00 100% 6077 complete 15.0 Work Preserve: Job Readiness Historic Ithaca, Inc. 20,000.00 0.00 0.00 0.00 20,000.00 20,000.00 0.00 0.00 0.00 100% 6078 complete 16.0 Immigrant Services Program6 Catholic Charities 20,000.00 0.00 10,000.00 0.00 30,000.00 30,000.00 0.00 0.00 0.00 100% 6079 complete 17.0 A Place to Stay23 Catholic Charities 15,000.00 3,017.60 0.00 3,017.60 15,000.00 15,000.00 0.00 0.00 0.00 100% 6080 complete 22.0 2021 CDBG Admin IURA 138,158.60 0.00 0.00 0.00 138,158.60 138,158.60 0.00 0.00 0.00 100% ok Economic Development Loan Fund IURA 0.00 160,000.00 0.00 0.00 160,000.00 145,538.44 0.00 14,461.56 14,461.56 91% 2021 CDBG unallocated22, 23,25 0.00 0.00 101,043.20 98,025.60 3,017.60 0.00 3,017.60 0.00 3,017.60 N/A Total 690,793.00 163,017.60 141,702.46 199,068.80 793,426.66 602,608.57 179,374.13 14,461.56 193,835.69 76% 2021 HOME Activities 8026 complete 1.0 110 Auburn Street Homeowner Project INHS 24,999.00 0.00 0.00 0.00 24,999.00 24,999.00 0.00 0.00 0.00 100% 8027 ok 2.0 Homeowner Rehab INHS 57,170.80 0.00 0.00 0.00 57,170.80 22,765.94 34,404.86 0.00 34,404.86 40% 8028 ok 5.0 511 S. Plain Street For-Sale Duplex21 INHS 77,850.00 11,124.00 0.00 11,124.00 77,850.00 76,850.00 1,000.00 0.00 1,000.00 99% 8029 ok 6.0 Housing Scholarship Program2 The Learning Web 67,223.70 0.00 8,376.30 0.00 75,600.00 8,608.00 66,992.00 0.00 66,992.00 11% 8030 ok Security Deposit Asst for Vunerable Households Catholic Charities 74,000.00 0.00 0.00 0.00 74,000.00 45,392.62 28,607.38 0.00 28,607.38 61% 8031 complete 23.0 2021 HOME Admin IURA 33,471.50 0.00 0.00 0.00 33,471.50 33,471.50 0.00 0.00 0.00 100% 2021 Home Unallocated21 0.00 0.00 11,124.00 0.00 11,124.00 0.00 11,124.00 0.00 11,124.00 N/A Total 334,715.00 11,124.00 19,500.30 11,124.00 354,215.30 212,087.06 142,128.24 0.00 142,128.24 60% 2022 CDBG Activities 6104 ok 2.0 Homeowner Rehab INHS 136,123.31 0.00 0.00 0.00 136,123.31 0.00 136,123.31 0.00 136,123.31 0% 6105 ok 3.0 Minor Repair Program INHS 40,000.00 0.00 0.00 0.00 40,000.00 0.00 40,000.00 0.00 40,000.00 0% 6106 NO 6.0a Security Deposit Asst Delivery Catholic Charities 1,898.04 0.00 601.96 0.00 2,500.00 0.00 2,500.00 0.00 2,500.00 0% 6107 ok 7.0 Green Job Opportunities Through ReUse Training Finger Lakes ReUse 61,934.65 0.00 0.00 0.00 61,934.65 0.00 61,934.65 0.00 61,934.65 0% 6108 ok 8.0 Work Preserve Job Training Historic Ithaca, Inc. 67,500.00 0.00 0.00 0.00 67,500.00 3,832.20 63,667.80 0.00 63,667.80 6% 6109 ok 9.0 Hospitality Employment Training Program GIAC 50,000.00 0.00 0.00 0.00 50,000.00 0.00 50,000.00 0.00 50,000.00 0% 6110 ok 10.0 Catholic Charities Building INHS 66,170.44 0.00 0.00 0.00 66,170.44 54,353.00 11,817.44 0.00 11,817.44 82% 6111 complete 11.0 West End Pedestrian Improvements City of Ithaca 55,000.00 0.00 0.00 0.00 55,000.00 55,000.00 0.00 0.00 0.00 100% ok 12.0 2-1-1 Information & Referral HSC 0.00 20,000.00 0.00 0.00 20,000.00 18,502.77 0.00 1,497.23 1,497.23 93% ok 13.0 Job Readiness Historic Ithaca, Inc. 0.00 20,000.00 0.00 0.00 20,000.00 0.00 0.00 20,000.00 20,000.00 0% ok 14.0 Immigrant Services Catholic Charities 0.00 30,000.00 0.00 0.00 30,000.00 7,500.00 0.00 22,500.00 22,500.00 25% 6112 ok 15.0 GIAC Computer Lab GIAC 10,689.96 0.00 0.00 0.00 10,689.96 0.00 10,689.96 0.00 10,689.96 0% 6113 ok 16.0 Pre-Apprentice Program Work Services Black Hands Universal 12,000.00 0.00 0.00 0.00 12,000.00 0.00 12,000.00 0.00 12,000.00 0% 6114 ok 18.0 2022 CDBG Admin IURA 126,666.60 0.00 0.00 0.00 126,666.60 52,250.60 74,416.00 0.00 74,416.00 41% 6103 complete 20.0 FLRU Job Retention Finger Lakes ReUse 0.00 0.00 98,025.60 0.00 98,025.60 98,025.60 0.00 0.00 0.00 100% complete Economic Development Loan Fund IURA 0.00 50,000.00 0.00 0.00 50,000.00 50,000.00 0.00 0.00 0.00 100% 2022 CDBG unallocated 5,350.00 0.00 0.00 0.00 5,350.00 0.00 5,350.00 0.00 5,350.00 N/A Total 633,333.00 120,000.00 98,627.56 0.00 851,960.56 339,464.17 468,499.16 43,997.23 512,496.39 40% 2022 HOME Activities 8033 ok 1.0 215 Cleveland Ave. For-Sale Home INHS 50,000.00 0.00 0.00 0.00 50,000.00 0.00 50,000.00 0.00 50,000.00 0% 8034 ok 2.0 Homeowner Rehab INHS 12,517.50 0.00 0.00 0.00 12,517.50 0.00 12,517.50 0.00 12,517.50 0% 8035 ok 4.0 Aurora Street & Morris Ave. Revitalization Habitat for Humanity 56,484.60 0.00 13,515.40 0.00 70,000.00 0.00 70,000.00 0.00 70,000.00 0% 8036 ok 5.0 Sears Street Development INHS 92,140.40 0.00 0.00 0.00 92,140.40 0.00 92,140.40 0.00 92,140.40 0% 8037 ok 6.0 Security Deposit Asst for Vunerable Households Catholic Charities 74,000.00 0.00 0.00 0.00 74,000.00 0.00 74,000.00 0.00 74,000.00 0% 8038 ok 19.0 2022 HOME Admin IURA 31,682.50 0.00 0.00 0.00 31,682.50 17,335.63 14,346.87 0.00 14,346.87 55% 2022 Home Unallocated21 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 N/A Total 316,825.00 0.00 13,515.40 0.00 330,340.40 17,335.63 313,004.77 0.00 313,004.77 5% Page 1 of 2  IURA Grants Summary May 2023 ON PROGRAM TRANSFERS TRANSFERS TOTAL Entitlement Funds PI TOTAL # SCHEDULE HUD ENTITLEMENT ACTIVITIES SPONSOR BUDGET INCOME IN OUT BUDGET EXPENDED UNEXPENDED UNEXPENDED UNEXPENDED % SPENT Total Unexpended Funds Unexpended CDBG Entitlement Funds (Excludes CDBG-CV Funds) 750,309.15 Unexpended CDBG Program Income Committed to Action Plan Activities 58,458.79 CDBG Revolving Loan Fund Balance (#02 Bank Balance excluding interest) 74,280.75 Unexpended HOME Entitlement Funds 517,368.62 Unexpended HOME Program Income 2,312.00 HOME Program Income Unassigned 2,312.00 Unexpended HUD Funds (Excluding CV Funds) 1,341,958.52 Unexpended CDBG-CV Funds 249,558.05 Expended CDBG-CV Funds 715,107.46 Unexpended CDBG-CV Program Income 0.00 Unexpended COVID-19 Funds 249,558.05 Total Unexpended HUD Funds 1,591,516.57 1.5 CDBG Spend Down Ratio Analysis (must be less than 1.5 by June 1st of each year): CDBG Spend Down Ratio = total unexpended CDBG funds/most recent annual CDBG award Most Recent Annual CDBG Award: 633,333 1.5 x Most Recent CDBG Award: 950,000 Current Unexpended CDBG Funds: 824,589.90 Current CDBG Spend Down Ratio: 1.3020 Compliance With 1.5 CDBG Spend Down Ratio: yes Amount Required to be Expended by 6/1 to Meet CDBG Spend Down Ratio: 0.00 CV Spend Down Ratio Analysis (80% of funds must be spent within 3 years (by 7/22/2023)): CV Spend Down Ratio = total expended CV funds/total CV award Current CV Spend Down Percentage: 83.20% Compliance With 80% CV Spend Down Ratio: Yes Page 2 of 2