HomeMy WebLinkAbout5A2 Budget Request 2020 (Pokagon Fund)
Redevelopment Commission Agenda Item
DATE: March 10, 2020
FROM: Alkeyna Aldridge,
SUBJECT: Budget Request 2020 (Pokagon Fund)
Which TIF? (circle one) River West; River East; South Side; Douglas Road; West Washington
Pokagon Fund 433
PURPOSE OF REQUEST: Pokagon Fund Request- Inclusive Neighborhood Revitalization Technical
Assistance & Action
Specifics: The Pokagon Fund prioritizes innovative, community development initiatives aimed at
addressing poverty and unemployment in the city. We are requesting $160,000 to support the
following inclusive neighborhood development initiatives.
Request: $100,000
Vendor: Majora Carter Group, LLC
Professional Services:
1. Inclusive Economy Technical Assistance Cohort
GOAL: Galvanize local community developers to see the value of staying and/or investing in low-
status because all parts of South Bend should be engaging places to be, as well as, support the
organizational capacity of cohort members to execute private, small scale development
demonstration projects in city-target zones.
The MCG Technical Assistance Cohort will create important a much-needed feedback mechanism
to collect opinions, real concerns, and market/ecosystem gaps that create barriers for emerging
and existing community developers working in low status neighborhoods. It will generate fresh
ideas and perspectives to understand how these entities build capacity to execute and sustain
development projects, as well as, how to appropriately conduct business with the City.
_________________________Pres/V-Pres
ATTEST: __________________Secretary
Date: ____________________
APPROVED Not Approved
SOUTH BEND REDEVELOPMENT COMMISSION
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2. Inclusive Economy Action Plan & Recommendations
GOAL: MCG will support the design of an inclusive economic development plan for South Bend’s
neighborhoods based on the lessons learned, barriers and gaps identified through the various
demonstration projects of the technical assistance cohort.
Based on a combination of findings as well as MCG’s research into local and regional economic
drivers, MCG will design an economic development strategy for the City of South Bend that will
incorporate the goals of retaining, attracting and supporting local successful individuals to
consider the low status neighborhoods as a desirable place to live, work and play.
MCG will also develop a series of economic recommendations that City of South Bend can use to
advocate for equitable public and private financing to create a thriving, inclusive community.
Request: $60,000
Vendor: Incremental Development Alliance
Professional Services:
1. Service One: Offsite Technical Assistance to Real Estate Training Courses for Small
Developers
The City has identified individuals and development organizations who could use assistance in
the conceptualization, organization, refinement or execution of a small (1-3 story building) or
incremental (larger site or existing building being phased) real estate project. Many of these
individuals need introductory and advanced training in order to be prepared to start a project.
The Alliance has a planned 3 Hour Small Real Estate Seminar in South Bend in February 2020.
The Alliance also has other advanced classes in driving distance throughout 2020. This item of
the scope establishes funding for full or partial offsite technical assistance to these events as the
City sees fit.
2. Service Two: Project Level Mentoring of Existing or Potential Small Developers
The Alliance has a staff and faculty with a range of experience that can be deployed to assist
projects and their implementers to move forward from whatever starting point they are
currently at. For the purposes of this contract, the scope of the number of projects/project
teams involved in ongoing (multiple engagements over time) shall be limited to 5 in the cohort at
a time.
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For each meeting with a project/team, the Alliance will provide written recommendations and
next steps to the City. The City will maintain contact with the project/team in order to facilitate
the completion follow up activities. The Alliance and the City will communicate on a monthly
basis on the progression of each project/team and determine what off site communication is
appropriate to help the project move forward between in person visits. Technical assistance will
be deployed via in person visits and phone/video calls.
The intended date windows for on-site visits are as follows:
February 24-25, 2020 – 2 Faculty
April 6-8, 2020 - 1 Faculty
May 11-15, 2020 - 2 Faculty
Sept 22-24, 2020 - 2 Faculty
Nov 16-17, 2020 - 2 Faculty
February 2021 – 2 Faculty
April 2021
The Alliance will have on-sites on a scheduled basis set at the project commencement and then
again at the halfway point of the scope time frame- February/July 2020. All contract activities
conclude by June 30, 2021.
3. Service Three: Small Developer Readiness Toolkit / Intro to Small Development Seminar
The City of South Bend in its Community and Economic Development efforts has requested
assistance in devising and/or deploying the following technical assistance materials related to
small development activities at the neighborhood scale.
• Use of Alliance’s Three-Hour Seminar course
o Slide Deck Use Agreement
Agreement allows the yearly renewal of use of a deck that the Alliance
maintains and updates. Slide deck can be distributed only to the attendees
of the seminar classes but is not allowed to be publicly distributed on any
website by the City or third party. City will report the names and emails of
attendees of the seminar on a quarterly basis in order for attendees to
receive benefits offered to Alliance alumni. The Alliance will provide
access to printed materials that accompany the slides (which will largely
be customized in this scope of work via the activities below).
o Train the Trainer Instruction (2 Hours) – Occurs in 2020 after February Seminar
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• Small Developer Readiness Toolkit
o Skill Set Assessment of potential small developer
o Real Estate Project Onboarding Questionnaire (property information, proposed
uses, etc).
o Written and Electronic Proforma Templates
o Building Layout Materials (STEP Buildings on SB Lots)
• Project Status Tracking Templates (Communication Tool with Alliance and for reporting
to DCI staff)
The City of South Bend will use the materials in this service and related past services to create a
Small Developer Toolkit. The Alliance will review and comment on the final content and
packaging of the toolkit as needed.
TOTAL REQUEST: $160,000
INTERNAL USE ONLY: Project Code: _______________________________________________;
Total Amount new/change (inc/dec) in budget: _______________; Break down:
Costs: Engineering Amt: ______________________; Other Prof Serv Amt_________________;
Acquisition of Land/Bldg (circle one) Amt: ___________; Street Const Amt ________________;
Building Imp Amt_________; Sewers Amt_________; Other (specify) Amt: ________________
___________________________________________. Going to BPW for Contracting? Y/N
Is this item ready to encumber now? ____ Existing PO#__________ Inc/Dec $_____________