2015 district one public works integrating committee applicant workshop
TRANSCRIPT
APPLICANT WORKSHOP
OCTOBER 6, 2014
DISTRICT ONE PUBLIC WORKS INTEGRATING COMMITTEE
STATE CAPITAL INFRASTRUCTURE PROGRAM
PROGRAM YEAR 2015
AGENDA
• FUNDING• PROGRAMS• ELIGIBILITY• SMALL GOVERNMENT PROGRAM
PY 2015 OVERVIEW
• SCHEDULE• APPLICATION PACKAGE• OPWC APPLICATION• DOPWIC APPLICATION
APPLICATION GUIDELINES
• PROGRAM CHANGES• SELECTION PROCESS• FINANCIAL EVALUATION • PROJECT SELECTION AND RANKING
SELECTION AND EVALUATION PROCESS
QUESTIONS AND ANSWERS
•Voted bond program
• Finance local public infrastructure improvements
•Ohio Public Works Commission
•District Integrating Committees
•Cuyahoga County – District 1
STATE CAPITAL INFRASTRUCTURE PROGRAM
DISTRICT ONE INTEGRATING COMMITTEE
• CUYAHOGA COUNTY REPRESENTATIVES– Mr. Stan Kosilesky, P.E.– Ms. Bonita Teeuwen, P.E.
• CITY OF CLEVELAND REPRESENTATIVES– Ms. Valerie McCall– Mr. Matthew Spronz
• SUBURBAN REPRESENTATIVES– Mayor John Licastro– Mayor Susan Renda
• PRIVATE SECTOR REPRESENTATIVE– Ms. Debbie Berry, P.E.
Total District Allocation: $25 million
• By Program:
• State Capital Improvements Program (SCIP) - $14.5 m
• Local Transportation Improvement Program (LTIP) -
$6.5 m
• Revolving Loan Program (RLP) – $4 m
FUNDING
FUNDING
•GRANTS: $18.1 million
• 80% of the SCIP Allocation - $11.6 million
• 100 % of the LTIP Allocation - $6.5 million
•LOANS: $7 million• 20% of the SCIP Allocation - $2.9 million
• Revolving Loan Program - $4.1 million
• 0% Interest
• Term based on useful life of the infrastructure
•LOCAL DEBT SUPPORT: • Policy Change with PY2015: construction year only interest
• Loan Assistance-grant to pay interest
• Credit Enhancement-grant to cover cost of up-front private bond insurance policy
SCIP and RLP ELIGIBILITY
PROJECTS:
• Roads, Bridges and Culverts
• Sewers (Sanitary and Storm)
• Water (Supply and Distribution)
• Wastewater Treatment
• Solid Waste Disposal Facilities
APPLICANTS:
• Counties
• Cities
• Villages
• Townships
• Sanitary Districts
• Regional Water and Sewer Districts
SCIP and RLP ELIGIBILITY
REQUESTS: Grants, Loans, Local Debt Support• Repair/Replacement Projects - up to 90%
• New/Expansion Projects – up to 50%
COSTS:• Acquisition of Right-of-Way and/or Easements• Engineering and Design• Construction• Equipment• Related Financing Costs: • Permits• Advertising• Legal
LTIP ELIGIBILITY
APPLICANT• Counties
• Cities
• Villages
• Townships
PROJECTS:
• Roads
• Bridges
• Culverts
LTIP ELIGIBILITY
REQUESTS: Grants Only• Repair/Replacement Projects - up to 100%
COSTS:• Acquisition of Right-of-Way and/or Easements• Engineering and Design• Construction• Equipment• Related Financing Costs: • Permits • Advertising• Legal
SMALL GOVERNMENT PROGRAM
• Eligible Applicants- Villages and Townships with population less than 5,000
• DOPWIC Small Government Subcommittee:Reviews and selects small government projects not selected by DOPWIC for recommendation.
• OPWC Small Government Commission reviews projects submitted statewide and selects project for funding.
ACTIVITY DATEApplication Materials Available September 15, 2014
PY 2015 Application Deadline Friday, October 17, 2014
Staff Recommendations Released Last Week in November 2014
Applicant Appeals Deadline December 8, 2014
DOPWIC Meeting – Final Project Selection Thursday, December 18, 2014
OPWC Deadline for District Recommendations Friday, February 27, 2015
OPWC Releases PY 2015 Awards July 1, 2015
All Dates Subject to Change
DOPWIC PY2015 SCHEDULE
APPLICATION PACKAGE
• DOCUMENTS - 41. OPWC Application for Financial Assistance2. DOPWIC Application Supplement3. Capital Improvement Report – 2 forms
1. 2-year Maintenance of Effort (2013 – 2014)2. 5-year Capital Improvements (2015 – 2019)
4. Attachments
• FORMAT S - 2 1. As a PDF on a flash drive or compact disc; and2. Two (2) typed paper copies: an original and a
copy. Stapled or clipped.
OPWC APPLICATION
Attachments
• Authorizing Legislation
• Certification of Local Match
• Certification of Loan Repayment – if applicable
• Detailed Engineer’s Estimate – Requires Original Engineer’s Stamp and Seal
• Cooperation Agreement - Joint Project Between Communities or Districts
OPWC APPLICATION
DOPWIC APPLICATION
DOPWIC APPLICATION
• Used with OPWC Application, documents and maps to evaluate projects.
• Lets applicant to submit details matched to the DOPWIC evaluation criteria.
• Quality of information is most important.
PROJECT SELECTION and
EVALUATION PROCESS
PY 2015 CHANGES
1• Focus on the Core Criteria – ORC 164.06.
2
• Address inefficiencies and deficiencies in the Project Selection and Applicant Financial Criteria.
3
• Reduce the number of criteria and total points.
PY 2015 CHANGES
4• Simplify the DOPWIC Application Supplement.
5• Revenue Generating Projects – Loans Only.
6• Appeal Process Modified.
STAFF RECOMMENDATIONS
PROJECT SPECIFIC SCORE
APPLICANT FINANCIAL SCOREOverall Economic Health + Ability and Effort to Finance
=STAFF RECOMMENDATIONS
Preliminary Project Ranking
DOPWIC EVALUATION
Accept Staff Ranking or Add Other Project Factor Points
LAST YEAR PY 2014
PROJECT SELECTIONNEW - PY 2015
PRELIMINARY PROJECT EVALUATION
PRELIMINARY PROJECT RANKING “STAFF RECOMMENDATIONS”
(Allocation + Contingency *)
APPLICANT APPEALS –new process
FINAL PROJECT RANKING
“DISTRICT RECOMMENDATIONS”* Based on 5% of total allocation and point spread.
STAFF RECOMMENDATIONS
THREE (3) TIERS
Primary – Amount of PY allocation.
Secondary – Projects that = 5% of PY allocation.
No recommendation – Projects that did not score high enough for consideration.
10% 11%
17%
7%9%
46%
Condition/Age, 10%
Health&Safety, 11%
Other Project Funding, 17%
Project Type/Users, 7%
Community Needs/Financial Points, 9%
Other, 46%
EVALUATION CRITERIASINGLE- COUNTY DISTRICTS
14%
19%
17%6%14%
30% Condition/Age, 14%
Health&Safety, 19%
Other Project Funding, 17%
Project Type/Users, 6%
Community Needs/Financial Points, 14%
*Other Project Factors, 30%
EVALUATION CRITERIADISTRICT ONE – PY 2014
* Other Project Factors - Additional points added by DOPWIC members to Preliminary Project Score. Not used by DOPWIC since 2008.
CRITERIAMAXIMUM
POINTSWEIGHT FACTOR
MAXIMUM WEIGHTED
POINTS%
Needs of the District Historic Development 5.0 5.0 25.0 7.14% Functional Needs 5.0 4.0 20.0 5.71%Infrastructure Age 5.0 5.0 25.0 7.14%Infrastructure Condition 5.0 5.0 25.0 7.14%Preventative Maintenance 5.0 1.0 5.0 1.43%Health/Safety Need 5.0 13.0 65.0 18.57%Other Project Funding 10.0 2.5 25.0 7.14%Subdivision Financial Participation 10.0 2.5 25.0 7.14%Community and Economic Development 5.0 1.0 5.0 1.43%Access to Funds 5.0 1.0 5.0 1.43%Regional Collaboration/Multi-Community 5.0 1.0 5.0 1.43%Project Specific Scoring 230.0 Financial Points 50.0 1.0 50.0 14.30%Preliminary Project Score 280.0 Other Project Factors 10.0 7.0 70.0 20.0%TOTAL 350.0
EVALUATION CRITERIALAST YEAR - PY 2014
PROJECT SPECIFIC
CRITERIAMAXIMUM
POINTSWEIGHT FACTOR
MAXIMUM WEIGHTED
POINTS%
Overall Economic Health Assessed Valuation 2 4.5 9 33%Per Capita Income 2 4.5 9 33%Poverty Indicator 2 4.5 9 33%Subtotal 27 100% Ability/Effort to Finance Debt 2 4 8 35%Per Capita Revenue Contribution 2 4 8 35%Infrastructure Expenditures 1 4 4 17%Fees, Levies and Taxes 1 3 3 13%Subtotal 23 100%TOTAL 50
EVALUATION CRITERIALAST YEAR - PY 2014
APPLICANT FINANCIAL
EVALUATION CRITERIA NEW PY 2015
INFRASTRUCTURE CONDITIONINFRASTRUCTURE AGEHEALTH/SAFETY NEEDSOTHER PROJECT FUNDINGLOAN INCENTIVEABILITY AND EFFORT TO FINANCEECONOMIC HEALTHTOTAL
25102510101010
100
25.010.025.010.010.010.010.0
100.0
POINTS
%CRITERIA
INFRASTRUCTURE CONDITION25%
HEALTH/SAFETY NEEDS25%
INFRASTRUCTURE AGE10%
OTHER PROJECT FUNDING10%
LOAN INCENTIVE10%
ECONOMIC HEALTH
10%
ABILITY AND EF-FORT TO FINANCE
10%
PY 2015 CRITERIA
EVALUATION CRITERIADISTRICT ONE - PY 2015
• ORC mandated criteria
• Select description
• Provide a detailed description.
25 Points
INFRASTRUCTURE CONDITION
PAGE 3 – DOPWIC APPLICATION SUPPLEMENT
INFRASTRUCTURE AGE
• ORC Mandated Criteria
• Original Construction Year:
• Provide Year of Last Improvement.
• Describe last major improvement.
10 Points
PAGE 4 – DOPWIC APPLICATION SUPPLEMENT
• ORC mandated criteria.
• Categorize the structure’s major health and safety problem.
• Provide:• Number of Users (ADT -certified count)• Structural Deficiencies• Safety Deficiencies• Proposed Improvements
PAGE 4 – DOPWIC APPLICATION SUPPLEMENT
HEALTH AND SAFETY
25 Points
OTHER PROJECT FUNDING
• ORC Mandated Criteria
• Applicant + Any other source
• Local Revenues and Other Public Revenues
10 Points Points
PAGE 2 – OPWC APPLICATION SECTION 1.2 (a+b+c)
ABILITY AND EFFORT TO FINANCE
• ORC Mandated Criteria
• Previously Subdivision Financial Participation
• Loan Request not Considered
PAGE 2 – OPWC APPLICATION SECTION 1.2 (a +b)
10 Points
LOAN INCENTIVE
• DOPWIC Criteria
• Loan Request
• % of Total Project Cost
10 Points
PAGE 2 – OPWC APPLICATION SECTION 1.2
ECONOMIC HEALTH
10 Points
• U.S. Census Per Capita Income (PCI) 2008 – 2012
• Cuyahoga County PCI - $27,136.00
• Calculation done by DOPWIC Staff
• Histogram shows the 59 communities
• Review Applications and make Recommendations
• Release Rankings – mid- November
• Final Recommendations – December 18, 2014
• Recommendations to OPWC – Feb. 27, 2015
• OPWC Releases Project Awards – July 1, 2015
NEXT STEPS
• Local government submits disbursement request – invoice.
• OPWC pays % of invoice to contractor (directly) or reimburses local government.
• OPWC reimbursement is check or Electronic Funds Transfer (EFT)
• Community Fiscal Officer receives confirmation.
• Final disbursement = project completion
DISBURSEMENT OF FUNDS
OHIO PUBLIC WORKS COMMISSION
Q&A