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HomeMy WebLinkAboutPlanning - DCEDFranklin County Planning Department 272 North Second Street Chambersburg, PA 17201 Phone: 717-261-3855 Fax: 717-264-8667 Email: planning@franklincountypa.gov Franklin County FY 2024 CDBG Application RESOLUTION ____________________________ RESOLUTION NO. 2024-02 DCED-CDBG-CV-116 (08/2021) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF COMMUNITY & ECONOMIC DEVELOPMENT CENTER FOR COMMUNITY & HOUSING DEVELOPMENT A Resolution of the _________________________________________________________, Commonwealth of Pennsylvania, authorizing the submission of an application to the Pennsylvania Department of Community and Economic Development for funding through the Community Development Block Grant-Coronavirus (CDBG-CV) Program, as part of the Coronavirus, Aid, Relief, and Economic Security (CARES) Act [P.L. 116-136], and further certifying compliance with the requirements of said program. WHEREAS, it is necessary and in the public interest that the _______________________________________, Pennsylvania, receive funds from the Commonwealth through the Department of Community and Economic Development in accordance with the Community Development Block Grant-Coronavirus Program; and WHEREAS, the _________________________________________________ has the legal authority and responsibility to apply for Community Development Block Grant-Coronavirus funds; and WHEREAS, the _________________________________________________ have undertaken a considerable community participation process including but not limited to written invitations to municipalities, informational meetings, hearings and legal notices all of whichculminated in the development of a Community Needs Assessment; and WHEREAS, the _________________________________________________ are familiar with the requirements of the program as included in the Statement of Assurances; and WHEREAS, the _________________________________________________ wishes to apply for said funds. NOW, THEREFORE, BE IT RESOLVED by the _________________________________ that its ____________________ is authorized to have prepared the necessary forms and documents to submit an application to the Department of Community and Economic Development for Community Development Block Grant-Coronavirus funds for the purposes aforesaid; and BE IT FURTHER RESOLVED, if CDBG-CV funds are determined by the Pennsylvania Department of Community and Economic Development to be expended on ineligible program costs or do not meet a national objective, the ____________________________________________ agrees to repay the proportion deemed ineligible from non-federal sources. BE IT FURTHER RESOLVED that the Community Needs Assessment developed in coordination with low and moderate individuals, interested organizations, non-profits and other interested parties through the citizen participation process and municipal information gathering is hereby adopted; and BE IT FURTHER RESOLVED that the _____________________ of the _________________________________________ is empowered to place her signature, on behalf of the governing body, on necessary application forms and affix thereto the official seal of the Unit of Local Government. Adopted by the __________________________________ at the regular meeting of date ____________________________. ______________________________________ Dean A. Horst, Chief Elected Official ______________________________________ Date Seal County Municipality Name/Title of Chief Elected Official Date Signature of Chief Elected Official I hereby certify that this information is true. CERTIFICATION DCED-CDBG-002 (05/2022) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF COMMUNITY & ECONOMIC DEVELOPMENT DISCLOSURE REPORT COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM PART I - APPLICANT INFORMATION 1. APPLICANT/GRANTEE NAME: 2. ADDRESS: 3. PHONE NUMBER: 4. FEDERAL ID NUMBER: 5. REPORT: Indicate whether this is: c Initial Report c Update Report 6. PROJECT TO BE ASSISTED: FY 2024 Community Development Block Grant (CDBG) 6A. FISCAL YEAR: 2024 6B. c Entitlement Grant(s) c Competitive Grant 6C. Amount Requested/Received ...................................................... $357,219.00 6D. Program Income to be used with C Above ................................. 6E. TOTAL of C and D: ....................................................................... $357,219.00 PART II - THRESHOLD DETERMINATIONS 1.Is the amount at 6E. (above) more than $200,000?X Yes c No 2. Have you received or applied for other HUD assistance (through programs listed in Appendix A of the instructions) which when added to 6E (above) amounts to more than $200,000? c Yes c No If the answer to either 1. or 2. of Part II is "YES", then you must complete the remainder of this report. If the answer to both 1. and 2. of Part II is " NO", then you are not required to complete the remainder of this report, but you must sign the following certification. Dean A. Horst, Chairman DCED-CDBG-002 (05/2022) DISCLOSURE REPORT | COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM PART III - OTHER GOVERNMENT ASSISTANCE PROVIDED/APPLIED FOR 1. Provide the requested information for any other Federal, State and/or local government assistance, on hand or applied for, that will be used in conjunction with the CDBG grant. (See the instructions contained in the CDBG guidelines.) Name and Address of Agency Providing or to Provide Assistance Program Type of Assistance Amount Requested or Provided N/A N/A N/A N/A DCED-CDBG-002 (05/2022) DISCLOSURE REPORT | COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM PART IV - INTERESTED PARTIES Alphabetical List of All persons with a Reportable Financial Interest in the Project Social Security Number or Employer ID Number Type of Participation in Project Financial Interest in Project ($ and %) N/A N/A N/A N/A DCED-CDBG-002 (05/2022) DISCLOSURE REPORT | COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM PART VI - CERTIFICATION I hereby certify that the information provided in this disclosure is true and correct and I am aware that any false information or lack of infor- mation knowingly made or omitted may subject me to civil or criminal penalties under Section 1001 of Title 18 of the United States Code. In addition, I am aware that if I knowingly and materially violate any required disclosure of information, including intentional nondisclosure, I am subject to a civil money penalty not to exceed $10,000 for each violation. Signature of Chief Elected Official Date Name/Title of Chief Elected Official Municipality County PART V - EXPECTED SOURCES AND USES OF FUNDS Identify the sources and uses of all assistance, including CDBG, that have been or may be used in the Project. Source Use Dean A. Horst, Chairman FY 2024 CDBG Funding Through DCED Luminest, Habitat for Humanity, and Upwards DCED-CDBG-001 (03/2020) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF COMMUNITY & ECONOMIC DEVELOPMENT GENERAL APPLICATION CERTIFICATIONS COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM 1. GRANT ADMINISTRATOR NAME Colleen Tidd 3. GRANT ADMINISTRATOR ADDRESS: 272 N Second Street 4.CITY: Chambersburg 7. GRANT ADMINISTRATOR TELEPHONE: 717-261-3855 9. METHOD OF PROCUREMENT (CHECK ONE): 8. GRANT ADMINISTRATOR EMAIL: cdtidd@franklincountypa.gov 2.GRANT ADMINISTRATOR TITLE: Community Planner 5.STATE: PA D RFP D Small Purchase D Local Funds D Not Yet Procured �N/A CERTIFICATION CDBG PROGRAM YEAR: 2023 APPLICATION DEADLINE DATE: 10/27/2023 6. ZIP CODE: 17201 10. Certification of Community Development Plan (CDP) for Boroughs and Townships administering their own grants and for county grants. For Counties: I hereby certify that all nonentitlement municipalities were provided with the notification specified in 2.a. of the Community Development Plan instructions and that the County of Franklin has approved the CDP for nonentitlement municipalities. For Cities, Boroughs, and Townships: I hereby certify that __________________ has approved the CDP. (Name of Municipality) As Chief Elected Official of the grantee, I certify compliance with the Community Development Plan requirements. Signature of Chief Elected Official Dean A. Horst, Chairman Name/Title of Chief Elected Official Municipality Date Franklin County CITIZEN PARTICIPATION REPORT DCED-CDBG-CV-011 (05/2020) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF COMMUNITY & ECONOMIC DEVELOPMENT CENTER FOR COMMUNITY & HOUSING DEVELOPMENT APPLICANT NAME: CDBG INFORMATION TO THE PUBLIC DATE Notice of first public hearing: Date of first public hearing: First citizen comment period (enter date range): Notice of second public hearing: Date of second public hearing: Second citizen comment period (enter date range): Describe the methods used to solicit participation of low to moderate income persons: Denote any comments/complaints received and describe resolution: This information must be made available for inspection and review upon request or during monitoring of the program. •Ad/Proof of Publications • Sign-In Sheets •Minutes • Copy of response(s) to comments and/or complaints. * Competitive applicants are required to conduct two public hearings. Franklin County Planning Department 272 North Second Street Chambersburg, PA 17201 Phone: 717-261-3855 Fax: 717-264-8667 Email: planning@franklincountypa.gov FY 2024 Community Development Block Grant Project Presentation & FY 2023 Modifications Meeting 272 North Second St. Chambersburg, PA 17201 9/23/2024 – 2pm  Opening Remarks o Welcoming Statements o Meeting Purpose / Goals  Presentation Overview o FY 2024 CDBG Projects o FY 2024 CDBG Schedule  Q & A Session o Questions / Comments / Concerns  Modification Presentation o FY 2023 CDBG Modifications o FY 2023 CDBG Schedule  Q & A Session o Questions / Comments / Concerns  Closing Remarks o Contact Information o Review Important Dates Franklin County Planning Department 272 North Second Street Chambersburg, PA 17201 Phone: 717-261-3855 Fax: 717-264-8667 Email: planning@franklincountypa.gov FRANKLIN COUNTY COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PUBLIC HEARING Wednesday, June 5th, 2024– 2PM Franklin County Administrative Building, Room 824 272 North 2nd Street Chambersburg, PA 17201 I. Welcome and Introduction – Quentin Clapper II. Introduction to CDBG and Discussion of Community Needs – Colleen Tidd III. Public Comment Kirsten Hubbard, of Ghost Writer provided public comment, asking that Commissioners take into consideration failed projects in the past when deciding on which projects should be funded for FY 2024. Miss Hubbard feels we should not fund entities who have not complied in past years. Mark Story, of Habitat for Humanity provided public comment regarding the urgency to have a shovel ready project when the process of being awarded is lengthy. IV. Application Instructions – Colleen Tidd V. Adjournment Franklin County Planning Department 272 North Second Street Chambersburg, PA 17201 Phone: 717-261-3855 Fax: 717-264-8667 Email: planning@franklincountypa.gov FRANKLIN COUNTY COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PUBLIC HEARING Tuesday, June 11th, 2024– 2PM Southampton Municipality Building 705 Municipal Dr. Shippensburg, PA 17257 I. Welcome and Introduction – Quentin Clapper II. Introduction to CDBG and Discussion of Community Needs – Colleen Tidd III. Public Comment No Public Comment. IV. Application Instructions – Colleen Tidd V. Adjournment Franklin County Planning Department 272 North Second Street Chambersburg, PA 17201 Phone: 717-261-3855 Fax: 717-264-8667 Email: planning@franklincountypa.gov FRANKLIN COUNTY COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PUBLIC HEARING Thursday, June 13th, 2024– 2PM Greencastle Borough Hall 60 N. Washington Street Greencastle, PA 17225 I. Welcome and Introduction – Quentin Clapper II. Introduction to CDBG and Discussion of Community Needs – Colleen Tidd III. Public Comment Emilee Little, of Greencastle Borough, provided public comment, recognizing the need for safer road crossings in the community. IV. Application Instructions – Colleen Tidd V. Adjournment NOTICE OF SECOND PUBLIC HEARING AND COMMENT PERIOD ON PROPOSED USE OF COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) FUNDS FOR FRANKLIN COUNTY’S FEDERAL FISCAL YEAR 2024 CDBG PROGRAM Notice is hereby given that the Franklin County Planning Department will conduct a public hearing for the FY 2024 Community Development Block Grant (CDBG) Program on Monday, September 23rd, 2024 at 2:00 PM prevailing time at the Franklin County Administration Building Room 106, 272 N. Second Street, Chambersburg, PA. The meeting is open to all residents, groups, and organizations. The Administration Building Board Room is accessible to persons who are physically disabled. If you wish to attend and require special accommodations, please notify the Franklin County Planning Department 72 hours in advance at (717) 261-3855. Persons with hearing and/or speech impairments may contact the County through the PA Telecommunication Relay Services at 1-800-654-5984 or dial 7-1-1. A language interpreter may be requested for those persons with limited English proficiency. The purpose of this Public Hearing is to discuss the proposed projects and budget for the FY 2024 Community Development Block Grant (CDBG) application in general to be submitted to the Pennsylvania Department of Community and Economic Development (DCED). The budget is proposed as follows: FY 2024 CDBG Allocation $357,219.00 Administration Fee (18%) $64,299.42 TOTAL PROJECT FUNDING AVAILABLE $292,919.58 PROJECTS: Luminest – Acquisition $242,919.58 Habitat for Humanity - Acquisition $50,000.00 TOTAL REQUEST $292,919.58 Due to current requirements, this public hearing will be held in person and virtually. If you would like to attend virtually, please contact planning@franklincountypa.gov for call-in information and directions on how to attend. The County of Franklin does not discriminate in regards to race, color, religion, sex, national origin, disability or age in the provision, admission, employment, or access to the county’s services and programs. All interested persons, groups and organizations are encouraged to attend and will be afforded the opportunity to give oral testimony and/or present written comments concerning the proposed project of the County, eligible CDBG activities, and how those needs may be addressed by the use of CDBG funds. For those who are unable to attend the Public Hearing, they may present written comments to the Franklin County Planning Department, 272 N. Second Street, Chambersburg, PA before October 7th, 2024. For further information contact: (717) 261-3855. Franklin County Planning Department 272 North Second Street Chambersburg, PA 17201 Phone: 717-261-3855 Fax: 717-264-8667 Email: planning@franklincountypa.gov FY 2024 Community Development Block Grant Project Presentation & FY 2023 Modifications Meeting 272 North Second St. Chambersburg, PA 17201 9/23/2024 – 2pm AGENDA  Opening Remarks o Welcoming Statements o Meeting Purpose / Goals  Presentation Overview o FY 2024 CDBG Projects o FY 2024 CDBG Schedule  Q & A Session o Questions / Comments / Concerns  Modification Presentation o FY 2023 CDBG Modifications o FY 2023 CDBG Schedule  Q & A Session o Questions / Comments / Concerns  Closing Remarks o Contact Information o Review Important Dates MANAGEMENT PLAN/ LOCAL STAFF CAPACITY DCED-CDBG-CV-003 (06/2022) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF COMMUNITY & ECONOMIC DEVELOPMENT CENTER FOR COMMUNITY & HOUSING DEVELOPMENT Describe how your CDBG-CV program will be managed and administered by addressing the following: • Identify the assigned staff or consultant/engineer or service providers that may be involved with the identified tasks needed to accomplish your proposed activities and their experience. If more than one agency/organization will be involved, explain the coordination and lead responsibility. • If more than one agency/organization will be involved, explain the coordination and lead responsibility. • Justify the need for completing certain services with third party contracts which could otherwise be provided by the creation and/or development of local staff capacity. Task Assigned Staff or Individual Experience in terms of months or years administering federal programs 1. Application Preparation 2. Recordkeeping and File Set-up 3. Environmental Review 4. Procurement 5. Financial Recordkeeping 6. IDIS – Set-up 7. IDIS – Draw Abilities 8. Oversight of 3rd Party Contracted Agreements 9. Contracting / Labor Standards 10. Closeout 11. Audit, if applicable (Attach Additional sheets as necessary.) APPLICANT NAME: GRANT ADMINISTRATOR: TIMELINESS DCED-CDBG-004 (04/2024) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF COMMUNITY & ECONOMIC DEVELOPMENT CENTER FOR COMMUNITY & HOUSING DEVELOPMENT Instructions: 1. In column (A) list the amounts of any CDBG grants (excluding Planning grants) that your municipality received for each corresponding year. 2. In column (B) list the amounts expended, as of the date of the application, for each grant listed in column (A). 3. In column (C) list the percent of funds expended by dividing the amount in column (B) by the amount in column (A). 4. In column (D) list the amounts remaining to be expended, as of the date of this application, for each grant listed in column (A). The amount expended in column (B) plus the amount remaining in column (D) must equal the corresponding grant amount in column (A). 5. In column (E) list the percent of funds remaining to be expended by dividing the amount in column (D) by the amount in column (A). 6. In line (F) provide the totals of columns (A), (B), and (D). 7.Indicate at (G) the percentage of total funds expended by dividing the total of column (B) by the total of column (A). 8.Indicate at (H) the percentage of total funds unexpended by dividing the total of column (D) by the total of column (A). The above analysis is to be evaluated by all applicants and the DCED to determine if each program year is achieving adequate levels of performance and where particular rates of expenditure may indicate problems. 9. Now indicate at (I) the amount of your municipality's 2024 allocation of CDBG funds. 10. Divide the total of column (D) by the amount at (I) and enter the result at (J). If this amount exceeds 1.5, proceed to address the remainder of this form. If the result obtained in item 10. exceeds 1.5, this means that you have previous unexpended CDBG funds which amount to more than 1 1/2 times your 2024 grant. Please attach a narrative addressing the following: 1. List any problems that are delaying particular year grants. Indicate the grant year and the reasons for delay. 2. What steps have been taken, or are being taken, to alleviate the problems identified, including new timeframes for expending the funds. Your responses to the above are intended to provide you and DCED with a better understanding of existing and potential impediments to your timely performance. You should consider all of the above as you proceed to address your management plan for this year's Program. If the problems you have outlined on this timeliness form are due to inadequate capacity on the part of your administering agency, this is expected to be considered and addressed in your Management Plan. APPLICANT NAME: Each applicant must provide an analysis of its past use of CDBG funds. The lack of timely performance must be addressed by the applicant and considered by the Department prior to contracting 2023 funds. Counties administering multiple grants are to indicate the total CDBG funds contracted to the County for each corresponding year, do not include competitive awards. Grant Year (A) Amount of Grant (B) Amount Expended as of Application Submission (C) Percent Expended (D) Amount Remaining for Expenditure (E) % Remaining for Expenditure 2019 2020 2021 2022 (F) TOTALS (G)(H) (I) 2024 Grant: $(J) Unexpended Funds Ratio: Date you received fully executed 2023 contract: Franklin County Planning Department 272 North Second Street Chambersburg, PA 17201 Phone: 717-261-3855 Fax: 717-264-8667 Email: planning@franklincountypa.gov Timeliness Justification CDBG FY 2019 A modification was approved on January 12th, 2024 for the 2019 program year funds, in the amount of $353,505.00. FY 2019’s funds are now being used for the Borough of Greencastle’s project “ADA Curb Ramp construction”. The project is already designed and engineered and set to go to bid in October 2024 and construction to be completed by December 15th, 2024. CDBG FY 2020 Franklin County closed out FY 2020 with DCED on September 1st 2024. Due to Quincy’s project no longer meeting income eligibility and Candleheart not being able to provide a suitable revised scope for their project, $266,960.12 will be recaptured by DCED. CDBG FY 2021 For 2021, Contact Helpline has completed their activity and drawn down their fully contracted amount of $9,000. Greencastle Borough completed their activity in July of 2024 and Franklin County is waiting on their invoice request to be submitted. The county is currently working on a modification request for WCHS which should be approved no later than October 16th, 2024. CDBG FY 2022 Franklin County completed Environmental Reviews and sent out Notices to Proceed on April 12th, 2024. CERTIFICATION OF COMPLETION OF A FOUR-FACTOR ANALYSIS for Limited English Proficiency Persons and CERTIFICATION OF THE ACTIVITIES TO BE INCLUDED IN THE LANGUAGE ACCESS PLAN COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM (CDBG) (Includes CDBG Competitive, CDBG-DR, CDBG-CV, and NSP) DCED-CDBG-CV-018 (05/2020) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF COMMUNITY & ECONOMIC DEVELOPMENT CENTER FOR COMMUNITY & HOUSING DEVELOPMENT GRANTEE NAME: PROGAM:FISCAL YEAR: CONTACT PERSON:PHONE:EMAIL: PURPOSE In compliance with Section 601 of Title VI the Civil Rights Act of 1964 (LEP Statutory Authority) and Executive Order 13166, _______________________________________ (Grantee) has conducted the following Four Factor Analysis for Limited English Proficiency (LEP) persons for the federally funded program listed above. HISTORY Title VI of the Civil Rights Act of 1964, is the federal law which protects individuals from discrimination on the basis of their race, color, or national origin in programs that receive federal financial assistance. In certain situations, failure to ensure that persons who have limited English proficiency can effectively participate in, or benefit from, federally assisted programs may violate Title VI’s prohibition against national origin discrimination. Persons who, as a result of national origin, do not speak English as their primary language and who have limited ability to speak, read, write, or understand English may be entitled to language assistance under Title VI in order to receive a particular service, benefit, or encounter. Executive Order 13166 (Issued in the Federal Register 65 FR 50121 on August 16, 2000) mandates improved access to federally assisted programs and activities for individuals who, as a result of national origin, are limited in their English proficiency. The order also requires a Language Access Plan for the program or activity if a qualifying population is determined. To determine if there is an affected population of beneficiaries having limited English proficiency, all grantees receiving federal financial assistance must conduct the four-factor analysis as outlined below. GRANTEE FOUR-FACTOR ANALYSIS The following Four-Factor Analysis serves as the guide for determining which language assistance measures the Grantee will be required to undertake to guarantee access to Grantee’s Community Development Block Grant (CDBG) programs by LEP persons. GENERAL INFORMATION DCED-CDBG-CV-018 (05/2020) PAGE 2 The grantee must analyze the number or proportion of LEP persons served or encountered in the eligible service area population (served or encountered includes those persons who would be served by the program or activity if the person received education and outreach and the grantee provided sufficient language services). Select the paragraph(s) below that best describes your methodology for the analysis by placing a check mark in the box beside the description. Also, please fill in the blanks or circle the correct statement were indicated. These paragraphs may be modified or replaced with narrative that more accurately reflects the grantee’s methodology. FACTOR ONE: METHODOLOGY c The Grantee utilized the US Census, ACS tabulation for persons that speak English “Less than Well” provided by DCED to determine the county’s LEP population(s). Based on this data, the Grantee (choose one) c does c does not meet the 1,000 or 5% LEP persons’ threshold for any language(s) identified. c The Grantee utilized the US Census, ACS tabulation for persons that speak English “Less than Well” provided by DCED to determine its municipalities’ LEP population(s). Based on this data, the Grantee (choose one) c does c does not have any municipalities within its borders that meet the 1,000 or 5% LEP persons threshold for any language(s) identified. c The Grantee is administrating the CDBG program on behalf of: ______________________________________ (list other municipalities where federal financial assistance will be used). The grantee utilized the US Census, ACS tabulation for persons that speak English “Less than Well” provided by DCED. Based on this data, __________________________ (OBO municipality) (choose one) c does c does not meet the 1,000 or 5% LEP persons’ threshold for any language(s) identified. (Add additional lines if needed to address all OBO municipalities the Grantee is administering) c Income surveys were conducted to determine eligibility in the program or activity service area. Questions were asked to determine if any LEP persons were located in the potential project area. According to the results of the surveys, there were _______ (number) LEP persons located in the proposed project area. The proposed project area has a total population of _______ (number). The number of LEP persons affected by the project or activity (choose one) c does c does not meet the 1,000 or 5% LEP persons in the service area threshold for any languages identified. (Add additional lines if needed to address all projects or activities the Grantee is administering and used the above LEP analysis methodology) c Local elected officials, clergy, medical personnel, and school administrators were polled by telephone/questionnaire to request input regarding their knowledge of LEP persons within the community and/or proposed project area(s). Based on the results of the telephone poll/questionnaires, there are an _______ (estimated number) LEP persons out of __________ (total persons benefitting from the program or activity) located in _______________________ (Grantee or service area name). This (choose one) c does c does not not meet the 1,000 or 5% LEP persons of total service area threshold for any language(s) identified. (Add additional lines if needed to address all projects or activities the Grantee is administering and used the above LEP analysis methodology) DCED-CDBG-CV-018 (05/2020) PAGE 3 Please list below all municipalities and/ or service areas under this program that qualify as meeting the threshold of 1,000 or 5% LEP person’s threshold for any language(s) identified as indicated by the methodology used above. Include the name of the municipality/service area, the language(s) identified, and the number or percentage of persons. For example: Apple Township Germanic 16% If any of the blocks above contains a “does” meet the 1,000 or 5% LEP person threshold for any language(s) identified, the grantee must complete a Language Access Plan for that municipality and may stop further completion of this Four Factor Analysis. Please proceed to the Language Access Plan Certification. Please submit this page, along with the Language Access Plan Certification with your application. If the grantee, after completing this section of the analysis, has all blocks above marked with “does not” meet the 1,000 or 5% LEP persons’ threshold for any languages identified, they must continue analyzing their program or activity with the following questions. Select the paragraph below that best describes the amount of public contact of your program by placing a check mark in the box beside the description. These paragraphs may be modified or replaced with narrative that more accurately reflects the grantee’s program or activity. c The proposed program or activities that provide direct assistance to the resident, which would include but not be limited to acquisition, relocation, housing rehabilitation, water/sewer laterals, and public services. Therefore, residents are likely to have considerable direct contact with the program and its staff. c The proposed project is a program or activity that does not provide direct assistance to individuals, such as road reconstruction, water/sewer line replacement, and commercial building demolition. As a result, LEP persons are not directly affected by the CDBG program or activity and no direct assistance will be provided to the residents. However, all citizen participation activities are open to the general public and every effort should be made to provide the needed materials to all residents. If the first block above is marked, the grantee must complete a Language Access Plan for the program or activity and may stop further completion of this Four Factor Analysis. Please proceed to the Language Access Plan Certification form. Please submit all pages of this analysis, along with the Language Access Plan Certification with your application. If the second block is marked, the grantee must continue with their analysis of their program or activity. FACTOR TWO: THE FREQUENCY WITH WHICH LEP PERSONS COME INTO CONTACT WITH THE PROGRAM OR ACTIVITY DCED-CDBG-CV-018 (05/2020) PAGE 4 c The proposed project does provide direct assistance to program and activity service area beneficiaries related to; housing rehabilitation, water/sewer laterals, public services, therefore, the nature of the activity or service is significant to the proposed program and activity area(s) residents. c The proposed program or activity does not provide direct assistance to individuals, such as road reconstruction, public facility architectural barrier removal, water/sewer line replacement. As a result, LEP persons may not be as directly affected by the program or activity with the CDBG program. However, all citizen participation activities are open to the general public and every effort should be made to provide the needed materials to all residents. If the first block above is marked, the grantee must complete a Language Access Plan for the program and may stop further completion of this Four Factor Analysis. Please proceed to the Language Access Plan Certification form. Please submit all pages, along with the Language Access Plan Certification with your application. If the second block is marked, the grantee must continue with their analysis of their program or activity. FACTOR THREE: THE NATURE AND IMPORTANCE OF THE PROGRAM, ACTIVITY, OR SERVICE PROVIDED BY THE PROGRAM OR ACTIVITY Currently, internet sites can be utilized to translate some written materials. Additionally, local volunteers have been identified to provide oral translation services at public meetings and during conversations with LEP residents during the implementation of the proposed project. Furthermore, many of the common forms used in the implementation of a CDBG program or activity are available in multiple languages on the HUD and DOL websites. Additionally, translation activities are an eligible CDBG administrative or delivery expense. Therefore, limited LEP measures are reasonable given the resources available to Grantee. So grantees may not use this factor as the only factor determining the need for a Language Access Plan. Please complete the Four-Factor Analysis Completion and Findings Certification whichever is applicable and include in the application submission. FACTOR FOUR: THE RESOURCES AVAILABLE AND COSTS TO THE RECIPIENT LANGUAGE ACCESS PLAN CERTIFICATION DCED-CDBG-CV-020 (05/2020) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF COMMUNITY & ECONOMIC DEVELOPMENT CENTER FOR COMMUNITY & HOUSING DEVELOPMENT As a result of the preceding Four-Factor Analysis, _______________________________________ (Grantee) has identified the following types of language assistance to be provided by the Grantee throughout the implementation of its CDBG program dependent on need: Below are the minimum requirements to meet the needs of your identified Limited English Proficiency Populations. Some programs or activities do not require all items to be followed. Those marked “Required” are mandatory of all grantees having any LEP populations in any municipality or within their programs’ service areas. Additional activities may be added to meet the needs of the grantees’ LEP population(s). All CDBG citizen participation materials, public notices, and project-related resolutions, will be published/posted in the LEP language(s) identified, in community newsletters, on bulletin boards at the offices and meeting location of the grantee, on the grantee website and in public places throughout the proposed project area(s) and/or the community, especially those areas with high concentration of the affected population. Required Additionally, all published/posted citizen participation notices will include a statement in the identified LEP language(s) indicating that other “program materials are available in the LEP language(s) upon request”. This statement must be in as many languages as has been identified during the grantee’s analysis. Required All citizen participation notices will include a statement that translators will be available at public meetings upon at least 72 hours’ notice. This will be in the identified LEP language(s) in the English notification and also in the complete LEP language(s)’ notification. Required All public notices of income surveys and the income survey itself will be provided in the LEP language(s) identified. As Needed All direct assistance program application documents and outreach materials will be provided in the LEP language(s) identified. As Needed For income surveys in service areas meeting the threshold of LEP and/or direct assistance intakes, if needed, a translator will be retained to provide oral translation at the site of the income survey or intake to assist in filling out the survey/intake documents and explaining the program. The grantee may not require the LEP applicant to provide their own translator, though the applicant may bring someone if they choose. As Needed If other populations of LEP persons are identified in the future, Grantee will provide additional measures to serve the language access needs of those persons. Required The Grantee will complete a Language Access Plan which delineates how these activities will be carried out, by whom, and who will monitor the effectiveness of the activities for possible revision. This Plan once adopted by the grantee must be retain in the grantees’ master file and utilized throughout the program. Adopted: ___________________________________________________________ _________________________ Chief Elected Official (signature and printed)Date _________________________________ ___________________________________________________ Attest Grantee Name & Program Dean A. Horst, Chief Elected Official DCED-CDBG-016 (08/2018) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF COMMUNITY & ECONOMIC DEVELOPMENT ACTIVITY DESCRIPTION -ADMINISTRATIVE EXPENSES APPLICANT NAME: $ 357,219.00 Franklin County, Pennsylvania TOTAL GRANT AMOUNT: TOTAL ADMINISTRATIVE COSTS*: $ 64,299.42 HUD MATRIX CODE: 21A % OF TOTAL GRANT: 18 % NATIONAL OBJECTIVE JUSTIFICATION: 24 CFR 570.483(f) Planning and Administrative Costs -CDBG funds expended for eligible planning and administrative costs by units ofgeneral local government in conjunction with other CDBG assisted activities will be considered to address the national objectives. COUNTY APPLICANTS administering On Behalf of Grantee (OBO) -Must complete the box below. ENTITLEMENT BUDGETED ADMINISTRATIVE COST APPLICANT NAME: $* OBO: $* OBO: $* OBO: $* OBO: $* OBO: $* OBO: $* OBO: $* OBO: $* OBO: $* OBO: $* OBO: $* TOTAL ADMIN: $ 0.00 * Please describe the expenses to be paid using CDBG administrative funds. For example, staff salaries and benefits, advertisements, office supplies. In addition, please identify if administrative expenses are included in a cost a/location plan or if the grantee has an indirect cost rate being used to determine administrative expenses. The County will be able to pay for staff salaries and benefits, advertising, preparation of the application, ERR's, etc. to administer theCDBG program. Grantee uses a Cost Allocation Plan: □Yes □No I Grantee uses an Indirect Cost Rate: □Yes □No •Cannot be rounded up Administrative costs for each individual allocation cannot exceed 18% of the allocation. X Greencastle LIHTC TC#PHFA # DATE Option to Purchase Agreement Executed 9/1/2024 Environmental Review - Phase I (updated)10/1/2024 Zoning Approved 11/30/2024 Draft ALTA Survey 2/1/2026 Land Development Plan Approved 5/1/2026 Land Development Plan Recorded 5/15/2026 Building Permit Received 6/20/2026 Site Acquisition 7/1/2026 Investor Selection & Underwriting Commences 8/1/2025 Final Design Completed 3/1/2026 Final Construction Bids 4/1/2026 Construction Contract Signed 5/14/2026 Application Submission Date of Federal Funding 12/8/2024 Commitment/Approval Date for Federal Funding 7/15/2025 Financial Closing on Federal Funding 7/1/2026 Construction Begins 7/15/2026 Construction Completed 9/30/2027 Commencement of Pre Marketing Project 7/1/2027 Certificate of Occupancy 9/30/2027 Placed-in-Service Date 9/30/2027 Forecasted Full Occupancy 1/31/2028 Financing Construction DEVELOPMENT TIMELINE AS OF 7-27-2024 Activity Site Pre-Development 1 2. Selection of Residents/Tenant Selection Plan: Applicants will receive a copy of the Tenant Selection Plan upon request. Luminest and North Ridge may not refuse, either directly or indirectly, to rent or negotiate for rental of a dwelling based on an individual’s race, color, national origin, sex, age, disability, religion, familial status, ancestry, or gender identity/sexual orientation or those of a person associated with the individual. The following Acts/Laws are included as part of this Resident Selection Criteria: Section 504 of the Rehabilitation Act of 1973, the Fair Housing Amendment Act of 1988, Title VI of the Civil Rights Act of 1964, and the Pennsylvania Human Relations Act of 1955. a. Procedures for Accepting, Screening and Processing Applications - Applications will be made available and will be accepted from all interested persons. There is a $25.00 application fee that is due for each adult member of the household. Upon receipt by the administrative office, completed applications shall be time and date stamped and numbered consecutively. Incomplete applications shall be returned to the applicant by mail, to be date and time stamped and numbered when returned completed. TTY or equally effective communication will be used as needed and if requested. Applicants may request any reasonable accommodation needed to receive or help complete the application. In accordance with the PA Human Relations Act of 1955, Applications will then be preliminarily screened for program and income eligibility. The screening procedure will be used uniformly to screen all application. Selection must be related to an applicant’s ability to pay rent, maintain the unit in reasonable condition and not interfere with the rights of other tenants. An applicant will not be added to the waiting list(s) or otherwise processed if the applicant appears to be clearly ineligible for housing based on the information included in the application. In such case, a rejection letter shall be sent stating the reason(s) for rejection and advising that the applicant has fourteen (14) days to respond in writing or to request a meeting with the Property Manager to discuss the rejection. Fourteen days (14) will be counted from the date the letter is mailed. Applications not rejected based on the preliminary screening review, will continue to be processed. Applicants may be contacted by a member of the management team if any additional information needs to be provided to continue processing the application. Failure of the applicant to provide the requested information will delay processing of the application, and may result in denial of the application if the information is not received by the date requested. Upon receipt of all information/documentation needed from the applicant, the application will be screened for complete eligibility, including income eligibility, based upon applicable program (i.e. LIHTC, PennHomes, HTF). Program Type: North Ridge Senior Living is a Low Income Housing Tax Credit property. The property has also been funded by the HOME and Housing Trust Fund programs 2 and will follow all program guidelines for the appropriate funding source or sources. Section 8 voucher holders may not be refused based upon status as a voucher holder, but must be otherwise eligible. Each applicant shall be notified in writing that they have been placed on the appropriate wait list. (See E.4. for more information regarding Waiting Lists.) In addition to credit reports, criminal history checks and previous landlord checks will also be completed. All income shall be verified through third party documentation. Favorable references from the resident’s previous landlord(s) and/or management companies will be sought and will be verified, where possible. Current maximum income limits are available from the office upon request and will be noted on the application and/or the website as well. Eligibility of Students: Households composed entirely of full-time students that are income eligible and satisfy one or more of the following conditions are considered eligible: At least one student is receiving assistance under Title IV of the Social Security Act At least one student was previously under the care and placement responsibility of the state agency responsible for administering foster care At least one student participates in a program receiving assistance under the Job Training Partnership Act, Workforce Investment Act, or under other similar, federal, state or local laws. The household consists entirely of a single parent with minor children and this parent is not a dependent of another individual and the children are not dependent of someone other than a parent. (Exception: child may be a dependent of their non-resident parent.) The students are married and filing a joint tax return. If verification does not support the exception indicated, the household is considered an ineligible student household. Legally married same sex couples qualify for the married student exemption under the LIHTC student rule. For HOME units: The student is over the age of 24 The student is a veteran of the U.S. military The student is married The student has dependent children The student is a person with disabilities Must also remain eligible or be part of a household that is eligible on the basis of income If verification does not support the exception indicated, the household is considered 3 an ineligible student household. Legally married same sex couples qualify for the married student exemption under the LIHTC student rule. b. Documented Selection Criteria Written documentation from third parties will be reviewed to verify that each applicant meets the income and applicable requirements, plus traditional selection criteria as stated below. Source documentation will be collected when determining income eligibility. c. Methodology for Approving and/or Rejecting Applicants - The following reasons, among others, will be used in rejecting applicants for processing/housing: (1) If the applicant fails to meet any one or more of the eligibility criteria. (2) If the applicant submits false information about themselves or any other household member. (3) If the applicant is unable to produce and/or verify the social security number of all household members. If a household member does not have a social security number, the applicant must sign a certification to that fact. (4) If the household income of the applicant exceeds the maximum income limits which is dictated by the program for their family size. (5) If the household income is below the minimum income: the monthly rent and utility allowance required to be paid by the applicant for the unit cannot exceed 40% of the household’s gross monthly income. (6) If a qualified income eligible household cannot be identified for a 20% set aside unit, a qualified household that is at or below 30% AMI may be placed in the unit and rent shall be set at the maximum allowable rent for the 30% AMI. In the event that neither a 20% nor 30% AMI household is identified, a qualified household with an AMI of no more than 40% may be placed in the unit and rent shall be set at the maximum allowable rent for the 40% AMI. If a 20%, 30% or 40% qualified household cannot be identified, a qualified household of 50% AMI may be placed in the u nit and rent shall be set at the maximum allowable rent for 50% AMI. At no time will a household with an AMI of more than 50% occupy the unit. (7) If the credit check indicates the applicant has a continuing or chronic credit problem. When judging the applicant’s payment record consideration will be given to the applicant’s present shelter cost to income ratio and whether the rent level for the unit for which the applicant is applying would eliminate financial hardships. Credit ratings of 80-100 points are not acceptable unless: (a) the applicant has paid off the delinquent debt, or (b) the applicant demonstrates that firm arrangements have been made to pay off the delinquent debt such as 4 refinancing or another loan or the creditor agreeing to a repayment plan, or (c) the applicant clearly demonstrates that a crisis was the cause of the bad credit and that the applicant has acted responsibly with regard to financial obligations since the crisis. (8) Landlord References: Rejection can result if the history indicates that the applicant could be a credit risk, present a nuisance to the resident community, or damage the premises. (9) Criminal background checks will be conducted on all household members who are 18 years of age or older. Applicants will be rejected if any member of the applicant household has a history of violent behavior, including but not limited to incidents of domestic violence or has been involved in any criminal activity, including, but not limited to drug related criminal activity, which would adversely affect the health, safety, or welfare of other residents. Applicants will be given the opportunity to provide mitigating information, including evidence of rehabilitation and the circumstances of the criminal behavior. However the general rule will be that no member of the applicant’s family may have engaged in drug related or criminal activity within the past five years. d. Transfers Residents may request a transfer to another unit based upon a change in family size/composition, a need for accessible feature, or due to the need for an emergency VAWA transfer. This request will be submitted in writing. Emergency VAWA transfers are given FIRST priority. The Emergency VAWA Transfer Plan will be posted outside the Management Office. If there are multiple requests, then they will treated based upon date requested (those requested first will be housed first as we are able, and in the order we are able). All other eligibility requirements must be met. Requests for transfer based upon the need for accessibility features (or other RAs) will be given priority over regular applications and over transfer requested due to a change in family size. Third party verification of such need will be required. If more than one such request is received at a time, then they will be transferred based upon request date and availability of needed unit. Those requesting transfer will have to meet all other eligibility requirements. Those requesting a transfer due to a change in family composition/size will be given priority over other applicants (with the exceptions of Emergency VAWA and RA/Need for accessible units) unless an applicant is has already been offered and accepted an available unit and is in the process of preparing for lease up. All other eligibility requirements will need to be met. e. VAWA Protections An applicant shall not be denied housing as a consequence of domestic violence, dating violence, or stalking. North Ridge adheres to the VAWA Protections outlined in the HUD Handbook 4350.3 Chapter 4. 5 HUD form 5380 ‘Notice of Occupancy Rights under the Violence against Women Act’ and HUD form 5382 ‘Certification of Domestic Violence, Dating Violence, Sexual Assault, or Stalking, and Alternate Documentation’ will be provided to each applicant that is denied housing. If an application is approved, the applicant will receive both forms 5380 and 5382 during the verification process. Prior to lease signing, the applicant will sign a certification form documenting that both HUD forms were received. These forms will also be distributed with a notice of eviction or termination of assistance if applicable. At lease signing North Ridge requires all new residents to sign the VAWA Addendum to the lease (HUD Form 91067). f. Home Units. Home units will be floating units. g. Accessible Units Preference will be given to applicants who require the special design features of our MIU and Hearing/Vision Units over those who do not need the features. These units will be held for those needing those features for at least 30 days during initial and subsequent lease up before they would be open to leasing from someone who does not need those features. 3. Language Selection Plan Recognizing the number of people in our market area whose primary language is Spanish, we will have applications, leases, and other documents available in Spanish. We will also have either a Spanish-speaking staff member or a Spanish language interpreter available upon request. Our company voice mail has options for Spanish as well as English. Our intention is to continue to have at least one staff member fluent in Spanish. We will also have “I Speak” cards available so non-English speaking individuals can identify the language in which they communicate. Applicants may request a reasonable accommodation to obtain and/or complete their application by simply identifying their need to Luminest staff. 4. Waiting List Our waiting list will be maintained with the use of appropriate software (TenMast, ORC module). Applicants, once approved for the waiting list, will be added to the appropriate bedroom size waiting list. This list is kept up to date as applicants update information and/or as staff reaches out to applicants (every 6 to 12 months) to see if they wish to remain on the waiting list as well as update information. If a person wishes to be removed, no longer qualifies, or does not respond to staff inquiry, they will be removed from the waiting list. The waiting list will remain open at all times. 6 F. Program Requirements 1. Minimum Set-Asides for Income Qualified and Rent Restricted Households: As outlined in the financial application, North Ridge was developed to provide housing to low- and moderate-income families. 100% of the units are set-aside for income qualified applicants, with all units having rent restrictions which must comply with PHFA Maximum Rent Level Chart as adjusted from time to time by the PHFA. The current Maximum Income and Rent Limit Charts are shown under Appendix IV. While all units will be for those below 60% AMI, at least half will be for those below 50% AMI including several for those under 20% AMI. Households will be screened to determine that they meet these income eligibility standards so as not to exceed the maximum income for their specific unit. 2. Income and Rent Limits/Rent Increase Procedure: To determine whether an applicant is eligible, the applicant's anticipated annual (gross) income for the next 12 months must be compared to the income limits for the appropriate household size. The income of ALL family/household members must be considered when determining the annual income for a household. Current maximum income limits are available from the office upon request and will be noted on the application and/or the website as well. Anticipated annual (gross) income includes income from employment and benefits, but also income from assets. There are specific program requirements regarding the sources of income that must be included and excluded when determining annual income. Once the applicant's gross income is calculated, it will be used, along with the household size and bedroom size, to refer to the Maximum Rent Limit Charts to determine the rent charged to the applicant upon residency. One month's rent will be charged for a security deposit in accordance with the lease provisions. 3. Initial and Annual Income Certification Procedures: The Property Manager must certify Annual Income of the Applicant prior to being housed, and must re-certify the eligibility of the tenant each year. During each re- examination, the Property Manager must gather and verify information on changes in household composition and the annual gross income of all adult members of the household. Effective dates of annual re-certifications will be the first day of the month that the resident initially moved in to the development. The PHFA Multifamily Rental Housing Management Compliance Manual will be referred to and followed when 7 computing the annual income for use in resident certifications. If the Property Manager determines that the resident’s family income exceeds the maximum limit, the resident shall be permitted to continue to occupy such dwelling unit, provided, provided they meet all other criteria. 4. Annual and Ongoing Inspection Policies and Procedures: All property and dwellings shall be inspected on a regular basis. This includes move-in inspections, move-out inspections, cyclical inspections and annual inspections. A unit that fails the inspection due to the fault of the resident may result in the termination of the lease in accordance with the provisions of the lease agreement. 5. Tenant Grievance Procedure/Appeal Process: All complaints and grievances must be submitted to the Property Manager in writing. All pertinent information must be given such as the date, dates of any occurrences, full names and addresses, etc. Tenant or applicant appeal procedures apply to all individuals who disagree with an action taken or decision made by North Ridge, except appeals concerning an eviction because of criminal activity or other activity that threatens the health, safety or right to peaceful enjoyment of the premises of other residents or employees, or any drug related activity on or off the North Ridge premises. Tenant or applicant must request an Informal Appeal Hearing in writing to the Property Manager within fourteen (14) days from the date of the letter the tenant received from management. The request must state the reason the tenant is requesting the hearing and must include the tenant’s signature, address and phone number. This appeal will not be conducted by the individual that determined the rejection. A final decision will be made within 7 days and communicated in writing to the tenant within 7 days. If after the Informal Appeal Hearing the tenant still remains dissatisfied, a request for a Formal Panel Hearing can be made. This request must be submitted to the Property Manager within fourteen (14) days from the decision of the informal hearing. This appeal meeting will not be conducted by the person who denied their application or with whom they have a grievance, though that person may be asked to present their viewpoints to the panel. Their decision will be final. The decision will be communicated in writing within 7 days of the decision. The Hearing Officer for Luminest is the Director of Housing, Ben Thompson. They can be reached by calling the main office of Luminest: 717-977-3900. If a tenant is dissatisfied with a member of the staff they may contact the Executive Director at (717) 977-3900. 6. Pet Policy An acceptable pet is a domesticated dog, cat, fish or bird. The pet owner is responsible for the actions of their pet(s), and indemnifies the management and owner from 8 property loss or injury to or caused by the pet. All pets must be approved in advance. 1. DOGS and CATS registered with the office must be updated annually at the time of the tenant’s annual recertification, including a written certification from a licensed veterinarian stating that the pet has received all inoculations necessary for the period as required by state and local law is up to date. Any animal considered vicious or is not permitted under state or local law or Code is not permitted on the property. 2. The following maximum number and size restrictions apply to pets in this facility: DOG - One (1) dog maximum per apartment. Maximum size 25 lbs. CAT - One (1) cat maximum per apartment. Maximum size 25 lbs. A one dog and one cat combination is not permissible. A dog or cat in combination with one of the following pets is permissible: BIRDS - Two (2) caged birds maximum per apartment; wings must be clipped. FISH - One aquarium maximum per apartment; 20 gallons maximum capacity. 3. A $200.00 additional pet deposit is required of all tenant owners of dogs or cats. A pet deposit is not required for birds or fish. Pet damages will not be considered normal wear and tear and will be withheld from the security deposit if necessary. Pet deposits are transferable to a replacement pet and may be refunded (less pet damages, if any) when the tenant vacates the apartment. 4. MONTHLY PET FEE. This fee is intended to cover the reasonable operating costs to the project relating to the presence of pets. Reasonable operating costs to the project relating to the presence of pets includes, but is not limited to landscaping costs, pest control costs, insurance costs, cleanup costs. The pet fee of $10.00 is due the first of every month on a monthly basis. Charges for the non-refundable pet fee are not part of rent payable by the resident. 5. Service and RA animals are all exempted from the maximum size (weight) limit, pet deposit and monthly pet fee. All animals are still required to meet all licensing and have all vaccinations required by state law. Owners of animals must properly care for and clean up after their animal, as well as follow the other rules established for pets, as stated in this policy. 7. Resident Participation Program: Residents of North Ridge are encouraged to participate in a Tenant Council. The Tenant Council reviews operational and management processes and procedures in order to provide suggestions and advice to North Ridge management staff. Meetings may be scheduled and held quarterly. Residents are notified of meetings through a monthly newsletter. Participation is voluntary. 9 8. Mandatory Lease Compliance All applicants approved for tenancy must comply with lease terms, including accessible unit policy and pet policy. 9. Reasonable Accommodation Luminest is an equal housing opportunity provider and does not discriminate against our residents of applicants with disabilities. It is our policy to provide reasonable accommodations to our residents and applicants who are disabled and because of that disability need a change or exception to our usual rules or policies to be able to fully use and enjoy this community. It is necessary to obtain documentation of the need for the requested accommodation. If a resident or applicant, because of a disability, request an exception to the usual policy or procedure, the following forms will need to be completed to obtain the necessary information. A request for a reasonable accommodation may be denied if permitting the request would create an undue administrative or financial burden for this property. Reasonable accommodation/modification procedure: The resident completes the Reasonable Accommodations Request Form & Authorization for Release of Information and returns it completed to the Property Manager. The Property Manager will send the Certification of Need Form to the verifier upon receipt of the completed forms above. The verifier will have 14 days to return the form to continue the process, otherwise your request will be denied due to lack of verification. When the Certification of Need Form is returned, management will notify the resident in writing of the determination concerning the request. The resident may be asked to complete additional forms necessary to implement the accommodation. For example, if the resident is requesting an assist or service animal, resident will need to complete the Pet Registration Form for maintaining an animal on the property. If the resident does not understand the reasonable accommodation process, the resident should notify the Property Manager that he/she needs assistance. • • • • • • • • • • The BOOST program will commence on October 1, 2024 with a 3-month outreach and marketing campaign to inform potential participating childcare providers about the opportunity. Marketing activities will utilize both broad channels like digital advertisements as well as targeted grassroots outreach through community organizations. The goal is to guarantee equitable access to the program for all qualified home daycares in the area. From October 2024 through December 2024, the BOOST team will accept and process provider applications to formally enroll in the program. Applicants will complete intake forms allowing staff to verify income, document household size, and collect baseline operational data like number of children served. Our aim is to have the majority of the 2024-2025 BOOST cohort finalized by January 1, 2025. Formal program operations will kick off on January 1st with provider coach assignments and initial business evaluations wrapping up that month. Concurrent priorities are training participants on the childcare management software platform and conducting outreach to registered families with open slots at participating daycares to maximize enrollments. Robust business support and technical assistance will continue for the remainder of the program year through September 30, 2025. Hands-on coaching will be provided extensively to each provider over that stretch. Ongoing assistance will focus on financials, marketing, staffing, licensing navigation, and other key operational areas - the tools to foster growth. The BOOST team will administer quarterly anonymous feedback surveys to gather qualitative and quantitative insights from both enrolled providers and families accessing their services. Surveys will help evaluate user satisfaction, pinpoint program pain points, and highlight potential areas for improvement. As the program year closes, final outcomes will be reported by September 30, 2025 including metrics like the percentage of participants achieving target revenue increases. The goal is for providers to exit the program with strengthened business foundations and long-term viability that persists independent of continued public funding. LIMITED CLIENTELE WORKSHEET REPORTING COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM DCED-CDBG-014 (05/2022) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF COMMUNITY & ECONOMIC DEVELOPMENT CENTER FOR COMMUNITY & HOUSING DEVELOPMENT For LMC Benefit Activities ONLY (Use One Form per Activity qualifying as LMC) Activities in this category provide benefits to a specific group of persons rather than everyone in an area. It may benefit persons without regard to the area in which they reside, or it may be an activity that provides a benefit on an area basis but only to a specific group of persons who reside in the area. In either case, at least 51 percent of the beneficiaries of the activity must be L/M income persons. Examples of activities that qualify under the limited clientele category include: •Acquisition of a building to be converted into a shelter for the homeless; •Rehabilitation of a center for training severely disabled persons to enable them to live independently; •Clearance of a structure from the future site of a neighborhood center that will exclusively serve the elderly; and •Public services activities like the provision of health services With respect to determining the beneficiaries of activities as LMI and qualifying under the limited clientele category, activities must meet one of the following tests: •Exclusively benefit a clientele who are generally presumed by HUD to be principally L/M income persons. The following groups are currently presumed by HUD to be made up principally of L/M income persons: Abused children, Elderly persons, Battered spouses, Homeless persons, Adults meeting Bureau of Census’ definition of severely disabled adults *, Illiterate adults, Persons living with the disease AIDS, and Migrant farm workers. Reference: 24 CFR 570.483(b)(2)(ii)(A) or •Require information on family size and income so that it is evident that at least 51 percent of the clientele are persons whose family income does not exceed the L/M income limit. (This includes the case where the activity is restricted exclusively to L/M income persons). Reference: 24 CFR 570.483(b)(2)(ii)(B) and (C); or •Be of such nature and in such location that it may reasonably be concluded that the activity’s clientele will primarily be L/M income persons (for example, a day care center that is designed to serve residents of a public housing complex). Reference: 24 CFR 570.483(b)(2)(ii)(D); or •Be an activity that serves to remove material or architectural barriers to the mobility or accessibility of elderly persons or of adults meeting the Bureau of the Census’ Current Population Reports definition of “severely disabled,” provided it is restricted, to the extent practicable, to the removal of such barriers by assisting: The reconstruction of a public facility or improvement, or portion thereof, that does not qualify under the L/M Income Area Benefit criteria; The rehabilitation of a privately-owned nonresidential building or improvement that does not qualify under the L/M Income Area Benefit criteria or the L/M Income Jobs criteria; or The rehabilitation of the common areas of a residential structure that contains more than one dwelling unit and that does not qualify under the L/M Income Housing criteria. Reference: 24 CFR 570.483(b)(2)(iii); or •Be a microenterprise assistance activity carried out in accordance with the provisions of HCDA Section 105(a)(22) or 24 CFR 570.482(c) with respect to those owners of microenterprises and persons developing microenterprises assisted under the activity during each program year who are low- and moderate-income persons. (Note that, for these purposes, once a person is determined to be L/M income, he/she may be presumed to continue to qualify as such for up to a three-year period. This would enable the provision of general support services to such a person during that three-year period, without having to check to determine whether the person’s income has risen.) Reference: 24 CFR 570.483(b)(2)(iv); or DCED-CDBG-014 (05/2022) LIMITED CLIENTELE WORKSHEET REPORTING •Be an activity designed to provide job training and placement and/or other employment support services, including, but not limited to, peer support programs, counseling, child care, transportation, and other similar services, in which the percentage of low- and moderate-income persons assisted is less than 51 percent which qualifies under the Limited Clientele national objective in the following limited circumstance: In such cases where such training or provision of supportive services assists business(es), and the only use of CDBG assistance is to provide the job training and/or supportive services; and the proportion of the total cost of the services borne by CDBG funds is no greater than the proportion of the total number of persons benefiting from the services who are L/M income. Reference: 24 CFR 570.483(b)(2)(v) Activities Excluded from Limited Clientele Qualification There are two sets of activities that are precluded from qualifying under this category based on statutory limitations: •Activities involving the acquisition, construction, or rehabilitation of property for housing, including homeownership assistance (these must qualify under the Housing subcategory, because of Section 105(c)(3) of the authorizing statute) or •Activities where the benefit to L/M income persons is the creation or retention of jobs (these must qualify under the Jobs subcategory with certain exceptions as noted under the previous Area Benefit section, because of the different presumptions provided under Sec- tions 105(c)(1)(C) and (4) of the authorizing statute) Please go to the next page to complete the form for your LMC activity DCED-CDBG-014 (05/2022) LIMITED CLIENTELE WORKSHEET REPORTING NAME OF ACTIVITY: CONTRACT YEAR: To Be Completed as part of the Application for CDBG Funding – LMC Activity PRESUMED BENEFIT To qualify under Limited Clientele criteria, the activity must exclusively benefit clientele who are generally presumed by HUD to be principally low-moderate income (L/M) persons (24CFR570.483(b)(2)(ii)(A). Please select one of the following groups that are generally presumed by HUD to be principally L/M persons for this project. Please select one of the presumed categories that the beneficiaries of the proposed activity will be qualified as. c Abused children c Severely disabled adults (as defined by Bureau of Census*) c Elderly persons (age 60 and older) c Illiterate adults c Battered spouses c Persons living with AIDS c Homeless persons c Migrant farm workers *Persons are considered severely disabled if they: •Use a wheelchair or another special aid for 6 months or longer; •Are unable to perform one or more functional activities (seeing, hearing, having one’s speech understood, lifting and carrying, walking up a flight of stairs and walking); •Need assistance with activities of daily living (getting around inside the home, getting in or out of bed or a chair, bathing, dressing, eating and toileting) or instrumental activities or daily living (going outside the home, keeping track of money or bills, preparing meals, doing light housework and using the telephone); •Are prevented from working at a job or doing housework; •Have a selected condition including autism, cerebral palsy, Alzheimer’s disease, senility or dementia or mental retardation; or •Are under 65 years of age and are covered by Medicare or receive Supplemental Security Income (SSI). Note: Exclusively means that all of the beneficiaries of the activity must meet the criteria for being presumed. If the beneficiaries fall into any other category but those above, then Presumed Benefit category may not be used to qualify for Limited Clientele. OTHER OPTIONS FOR QUALIFYING FOR THE LIMITED CLIENTLE CATEGORY Please select one of the other options to qualify the activity as LMC, if the Presumed Benefit option above cannot be used. c Require documentation on family size and income in order to show that at least 51 percent of the clientele are LMI; For example: A summer lunch program that uses other funding with an income requirement; or c Have income eligibility requirements limiting the activity to LMI persons only; For example, construction of a waterline that will only service a senior (62 or older) housing complex; or c Be of such a nature and in such a location that it can be concluded that clients are primarily LMI. For example, is a day care center that is designed to serve residents of a public housing complex. Please complete Part 2 to complete this form PART 1: IDENTIFY THE CLIENTELE TO BENEFIT DCED-CDBG-014 (05/2022) LIMITED CLIENTELE WORKSHEET REPORTING NAME OF ACTIVITY:CONTRACT YEAR: (attach separate sheets of paper if necessary) Provide the following information as applicable to the proposed activity based on your responses in Part 1 of this form. PRESUMED BENEFIT Number of estimated beneficiaries (persons) in the Service Area: ___________________ (This may be from ACS, or actual membership information) Source : __________________________________________________________________________________ For disability data, please use the HUD provided disability data located at: www.hudexchange.info/programs/census/acs-cdbg-disability-data/all-tracts-summarized-by-grantee/ *Please attach documentation that the facility or service will exclusively benefit clientele who are generally presumed to be principally LMI persons. If the activity is qualifying on more than one presumed category, for example seniors and disabled, grantees must remove any duplicate counts of beneficiaries. ACTIVITIES REQUIRING DOCUMENTATION ON FAMILY SIZE AND INCOME Number of estimated beneficiaries (total persons): ___________________ Total number of LMI persons ________________ LMI % ______________ *Please attach a blank sample of the intake document used to acquire this information. INCOME ELIGIBILITY REQUIREMENTS THAT LIMIT THE ACTIVITY EXCLUSIVELY TO LMC PERSONS Explain the income eligibility requirements that will limit the activity to LMC persons of which 51% must be low and moderate income: *Please attach activity guidelines. NATURE OR LOCATION OF ACTIVITY ESTABLISH THAT IT WILL BE USED PRIMARILY BY LMC PERSONS Explain the intent of the activity or its location that would presume the beneficiaries to be LMC persons: *Please attach a map of the ocation of the activity and the service area. PART 2: DOCUMENTATION The program is limited to a specific target population, micro-enterprise daycare owners, and documentation of their income is recorded to ensure at least 51% of participants meet the income threshold. The household size and annual income of each program participant are documented in the application they are required to fill out. Upon intake, income is determined by self-certification by all participants. Source documentation like a W2 and/or bank statements will be collected from participants as suggested by HUD's CDBG guidelines. We require at least 51% of participants to qualify as LMI; however, we anticipate 100% of participants will have income qualifying income. Upwards has identified 3 childcare micro-enterprises located within Franklin County’s non-entitlement borough of Greencastle. Upwards’ services are conducted remotely and are available to daycare providers and families 24 hours a day, 7 days a week. Each of the direct program participants operates their daycare from their home.