HomeMy WebLinkAbout20. 18-591 DECEMBER 11, 2018 18-591 RESOLUTION
(CARRIED 6-1 LOST LAID OVER WITHDRAWN )
PURPOSE: APPROVE AGREEMENT WITH THE GREATER OSHKOSH
HEALTHY NEIGHBORHOODS INCORPORATED (GO-HNI)
INITIATED BY: DEPARTMENT OF COMMUNITY DEVELOPMENT
BE IT RESOLVED by the Common Council of the City of Oshkosh that the
attached Agreement with Greater Oshkosh Healthy Neighborhoods Incorporated (GO-
HNI), to serve as the structure for the next generation of neighborhood programs,
community building and engagement, and real estate redevelopment in Oshkosh is
hereby approved and the proper City officials are hereby authorized to execute and
deliver said Agreement in substantially the same form as attached hereto, any changes in
the execution copy being deemed approved by their respective signatures, and said City
officials are authorized and directed to take those steps necessary to implement the terms
and conditions of the Agreement.
Acct No. 0302-0740-6401 Healthy Neighborhood Initiatives
TO: Honorable Mayor and Members of the Common Council
FROM: Allen Davis, Community Development Director
DATE: December 6, 2018
RE: Approve Agreement with Greater Oshkosh Healthy Neighborhoods
Incorporated ($100,000)
BACKGROUND
Since the City's Strategic Plan has identified Neighborhood Revitalization as a continuing goal,
the City began working with Neighborworks in 2012. After working with Neighborworks -
Badgerland (Southeast Wisconsin), it was decided in late 2015 to create an Oshkosh -based
organization focused on neighborhood revitalization. Greater Oshkosh Healthy
Neighborhoods Incorporated (GO-HNI) was created in mid -2016 and was designed to serve as
the Neighborhood focused, Public -Private Partnership, as identified in the City's Strategic Plan
and in GO-HNI's By -Laws and Strategic Plan.
Since that time, GO-HNI has been an active participant in the ONE Oshkosh, Neighborhood
Night Out, Rock the Block (working with Habitat for Humanity and the City), and many
neighborhood events throughout the City.
ANALYSIS
GO-HNI has adopted By-laws, a Strategic Plan, a Real Estate Acquisition Policy, a website and
social media presence, and an annual budget. GO-HNI has also created multiple committees
to coordinate fundraising, real estate, and board development. GO-HNI has received the
commitment and resources from private and not-for-profit organizations in order to
accomplish the goals the City had set out for neighborhood revitalization, including Oshkosh
Area Community Foundation, multiple regional foundations and private donors.
GO-HNI continues to cultivate and help existing neighborhood associations which currently
total 16 Neighborhood Associations. There are multiple prospects for additional
City Hall, 215 Church Avenue P.O. Box 1130 Oshkosh, WI 54903-1130 920.236.5000 http://www.ci.oshkosh.wi.us
neighborhood associations in the pipeline over the next 3 years. A goal of helping create 6
additional neighborhood associations is included in the proposed agreement.
Real estate redevelopment has been a challenge. GO-HNI has renovated 2 houses that were
acquired, renovated, and sold above the neighborhood average value. The goal had been six
houses in the 3 -year period. Based on the track record, the new agreement has a goal of 4
house revitalization projects in the next 3 -year period. GO-HNI has raised adequate resources
to achieve that goal, the challenge is in obtaining the blighted houses and contractors to do the
work.
GO-HNI will continue to work on ONE Oshkosh, particularly the Image and Marketing
elements and the Physical Conditions by converting blighted properties into attractive homes.
FISCAL IMPACT
The proposed City investment would be $100,000 for each of the next three years, for a total of
$300,000. The City funds budgeted in the adopted 2019 Operations Budget — Healthy
Neighborhood Initiative for GO-HNI is $100,000 and comes from the additional TIF funds the
City has generated. There is no impact on the General Fund.
The Term for the Agreement would be for three years. The City's investment in 2020 and 2021
would be reflected in future Healthy Neighborhood Initiative budget years.
RECOMMENDATION
The City Council approves the Agreement with Greater Oshkosh Healthy Neighborhoods
Incorporated for Neighborhood Revitalization Services for $100,000.
Submitted,
Allen Davis
Community Development Director
Approved:
Mark A. Rohloff
City Manager
City Hall, 215 Church Avenue P.O. Box 1 130 Oshkosh, WI 54903-1130 920.236.5000 http://www.ci.oshkosh.wi.us
AGREEMENT
This agreement is between the City of Oshkosh, hereinafter the "City" and the Greater Oshkosh Healthy
Neighborhoods Incorporated, hereinafter the "GO-HNI". In accordance with this agreement, GO-HNI agrees to
provide neighborhood development activities in the City, to coordinate this assistance with designated City
staff and City Council, and to implement the activities set forth herein.
PURPOSE
The purpose of the agreement is to further the overall goals of the ONE Oshkosh Initiative as set forth in
EXHIBIT A by facilitating neighborhood development activities through interagency cooperation and services
provided by GO-HNI to strengthen neighborhoods in Oshkosh.
AGREEMENT
GO-HNI agrees to provide direct community development assistance in the City in accordance with ONE
Oshkosh Initiative as set forth in EXHIBIT A and herein. GO-HNI will advocate for neighborhood development
within the City. GO-HNI will put forth its best efforts to promote neighborhood development services including
community building & engagement and real estate development activities within Oshkosh.
The neighborhood development services to be provided by GO-HNI will consist of the following:
Community Building & Engagement
GO-HNI will conduct on-going neighborhood organizing. GO-HNI will support the organization of
two new neighborhood associations per year. GO-HNI will contact the appropriate City staff when
new neighborhoods begin the organizing process. City staff will provide technical assistance to the
neighborhood organization, as feasible, upon request by GO-HNI. The neighborhood organizing
efforts will be done in coordination with the Neighborhood Association Recognition Policy in place
with the City. GO-HNI will be responsible for notifying recognized neighborhood associations and
the City when a recognized neighborhood association meets or fails to meet the requirements set
forth by the Neighborhood Association Recognition Policy in place with the City. GO-HNI will also
supply a list of two (2) neighborhood resident contacts from each recognized neighborhood
association to the City annually.
2. GO-HNI will assist existing neighborhood associations upon direct contact or referral from the City
Council and/or City staff and report findings and resolution to the respective party.
3. GO-HNI will organize and provide staff support for ten (10) Oshkosh Healthy Neighborhood
Alliance (OHNA) meetings annually. GO-HNI will be responsible for maintaining a membership
roster and a record of meeting agendas, materials, and minutes.
4. GO-HNI will promote and administer a Community Building and Engagement program in the City.
GO-HNI and the City will review the program annually to ensure it is achieving the outcomes and
production targets established by the terms of this Agreement. The City will be recognized as a
funder and/or sponsor on all program promotional materials.
5. GO-HNI will establish six (6) unique neighborhood brands as set forth by the ONE Oshkosh brand
criteria established by the City and GO-HNI by the Term of this Agreement.
6. GO-HNI will work with residents to develop neighborhood -specific marketing materials that
promote Oshkosh neighborhoods as places of choice as set forth by the ONE Oshkosh Initiative
brand criteria established by the City and GO-HNI by the Term of this Agreement.
7. GO-HNI will be responsible for supporting, sponsoring, or organizing a minimum of one (1) event
per recognized neighborhood association annually.
8. GO-HNI will organize, sponsor, and promote a minimum of one (1) resident leadership training or
educational workshop opportunity annually for recognized neighborhood associations.
9. GO-HNI and the City will coordinate to collect, analyze and report on data that measures the
impacts of Community Building and Engagement activities on resident confidence within an agreed
upon geography by the Term of this Agreement.
10. GO-HNI will actively partner to foster neighborhood revitalization in Oshkosh. GO-HNI will lead the
resident engagement efforts with the Rock the Block Oshkosh; through collaboration with
residents and community partners, Rock the Block Oshkosh will provide a lasting and positive
impact on neighborhoods with beautification, weatherization and exterior home repair projects.
Real Estate Development
11. GO-HNI will utilize a written residential real estate development investment criteria and
construction/rehabilitation standards intended to strengthen the residential real estate market
and competitiveness of neighborhoods in Oshkosh and are consistent with City goals and
objectives.
12. GO-HNI will attract private capital investment to neighborhoods with the goal of creating $2 of
private investment for every $1 of public funding spent by the Term of this Agreement.
13. GO-HNI will purchase, rehab, and sell a total of four (4) affordable housing units to qualified owner
occupants by the Term of this Agreement.
14. GO-HNI will utilize a written residential/commercial rental real estate investment criteria and
construction/rehabilitation standards that is consistent with City goals and objectives. The City
expects that GO-HNI's results will be based on a thorough analysis of the existing residential rental
market in Oshkosh to identify the target market for all residential rental real estate investments
prior to acquisition of residential rental/commercial real estate.
Marketing Activities
15. GO-HNI will implement a written marketing plan that utilizes media and public relations
relationships designed to increase the awareness of GO-HNI's services and to reflect a positive
image of neighborhoods in Oshkosh.
16. GO-HNI will develop targeted communication and outreach tools to reach stakeholders to garner
on-going support for neighborhood development activities in Oshkosh. Activities, and frequency
of such, will include:
2
Annually:
• Presentations to Civic Clubs
• Neighborhood Association Meetings and/or Appropriate Events
• One (1) City-wide event to promote neighborhood development activities of GO-HNI and the City.
Semi -Annually:
• CITY Council/Town Board/County Board Briefings
As Appropriate:
• Social Media
• Press Releases
17. GO-HNI will ensure that its website is both a reflection of the collaborative and high-quality
organization, as well as be a client -centered resource containing quality information.
18. Annually GO-HNI will secure earned media placements at least once per quarter in local news
media outlets to showcase Oshkosh neighborhoods or citizens, framed in a positive light.
19. When meeting with local residents, investors, realtors, or lending institutions, GO-HNI will provide
information and referrals on existing local, state and federal neighborhood assistance programs.
These programs include but are not limited to housing loan and grant programs, neighborhood
capital improvement programs and homebuyer assistance programs offered by the City. GO-HNI
staff will also provide information and referrals to other organizations that can meet the needs of
residents, investors, realtors, and lending institutions.
20. GO-HNI will pursue opportunities to inform and educate area service providers (i.e. realtors,
lenders, employers) about the services provided by GO-HNI and the City to encourage client and
employee referrals.
21. GO-HNI will provide written quarterly and annual reports to the City Manager and Director of
Community Development. This activity will include a summary of the activities conducted during
the reporting period as they related to the identified production targets within this Agreement.
Capacity Building
22. GO-HNI staff will meet bi-monthly and as needed with City staff to review neighborhood
development needs and discuss implementation of appropriate community or location -specific
tools, as well as to provide support for neighborhood development endeavors.
23. GO-HNI will support and prioritize neighborhood -based development and redevelopment
initiatives that concentrate resources into recognized neighborhood association areas.
24. GO-HNI will build the capacity of the organization to proactively respond to neighborhood -based
opportunities or concerns originated by residents.
3
25. GO-HNI will support the City in identifying one (1) recognized neighborhood association to
complete a neighborhood action plan annually. GO-HNI will also assist the City with identifying and
training resident leaders to support a resident -led survey within the identified neighborhood.
Additional Support Activities
26. GO-HNI will complete a benchmark analysis of similar communities.
27. GO-HNI will work with City staff to establish a scorecard relevant to identified metrics related to
neighborhood development activities. This will be focused on measurable outcomes as well as
provide results -oriented data to private investors.
28. GO-HNI will implement systems and tools in order to conduct an impact analysis for all
investment -related decisions.
29. GO-HNI will track key measurements to garner an overall sense of how the greater Oshkosh area is
doing. Such measurements may include, but are not limited to:
• Number and value (in dollars) of resident volunteer hours invested by neighborhood
• Number of event participants
• Value (in dollars) of in-kind donations
• Number of resident events held and/or sponsored
• Number of projects completed and/or sponsored
• Dollars leveraged as a result of the City's investment
TERM
This Agreement shall commence on January 1, 2019 and shall terminate on December 31, 2021 unless
terminated earlier by one of the parties as provided in this Agreement. The Agreement may be renewed if
necessary for two additional one year periods if the City and GO-HNI affirmatively, mutually agree upon a
starting date for such agreement, goals and expectations, as well as additional compensation, unless
terminated by one of the parties by giving written notice to the other party no later than 90 days of the
preceding year for the following one year extension.
TERMINATION
This agreement may be terminated by either party with or without cause upon thirty (30) days written notice
in the event of default by the other party of any material provision hereof which remains unremedied for thirty
(30) days following written notice of such default.
COMPENSATION
The City shall pay to GO-HNI a lump sum annually in the amount of $100,000. The City has the ability
to withhold funding should GO-HNI fail to meet annual production targets as indicated within this
Agreement.
Up to $25,000 of GO-HNI annual contract amount can be used for CB&E (Neighborhood Revitalization)
activities identified within this Agreement. The remaining annual contract funds must be used for
M
affordable housing activities identified within this Agreement and no more than 15% can be used
towards administrative costs. In the event this Agreement is terminated for any reason during the
course of the year after payment has been made, GO-HNI will be entitled to retain payment for
documented work completed, with the remainder of the lump sum returned to the City.
ADDITIONAL SERVICES FOR MANAGEMENT AND ADMINISTRATION OF NEIGHBORHOOD
DEVELOPMENT ACTIVITIES
At the City's discretion the City may request additional marketing, sales, projects and other
management and administrative tasks or services related to the City's neighborhood development
activities. If additional services are requested, the City and GO-HNI shall mutually determine a starting
date for such assignment, goals and expectations, as well as additional compensation for such
functions, if necessary.
INDEPENDENT CONTRACTOR
GO-HNI shall be an independent contractor of the City. Neither GO-HNI nor any of its officers, employees, or
agents shall be considered to be an employee of the City as a result of the obligations undertaken pursuant to
this agreement. The projects funded and undertaken shall not be considered to be joint ventures or indicative
of any partnership, and both such relationships are disavowed. GO-HNI's officers, employees and agents shall
make no commitments or representation on behalf of the City to third parties without prior approval of the
City. In addition, GO-HNI hereby holds harmless the City and its departments, officers, employees and agents
from and against all claims, demands and liability for damages to third persons of any type whatever arising
out of the actions of GO-HNI under this agreement.
CONFIDENTIALITY
GO-HNI Board members and staff will receive information on a regular basis which has been designated by GO-
HNI or a third party as confidential. GO-HNI has determined it is vitally important to maintain confidentiality of
information. GO-HNI requires all of its Board members and staff to agree to protect the confidential
information that they have access to or use during their time with GO-HNI. This requirement is important to
the credibility of the organization and to instilling confidence in GO-HNI for client companies and investors.
GO-HNI is committed to open dialogue with City staff and City Council. However, there may be those
occasions where confidentiality requirements restrict the sharing of such confidential information. GO-HNI
agrees to assist the City with all of the City's efforts to comply with open records laws as those laws apply to
the City's funding of GO-HNI and its projects.
LIABILITY INSURANCE
GO-HNI agrees to abide by the attached City of Oshkosh Insurance Requirements for Professional Services.
NOTICES
All communications or notices required or permitted by this Agreement shall be in writing and shall be deemed
to have been given: (i) upon delivery to an officer or the person entitled to such notice, if hand delivered, or (ii)
two business days following deposit in the United States Mail, postage prepaid, or with a nationally recognized
overnight commercial carrier that will certify as to the date and time of delivery, air bill prepaid, or (iii) upon
transmission if by facsimile, any such communication or notice shall be addressed as follows, unless and until
any such party notifies the other in accordance with this section of any change of address:
If to the City: City of Oshkosh
Community Development Director
215 Church Avenue
Post Office Box 1130
Oshkosh, WI, 54903-1130
If to GO-HNI: Greater Oshkosh Healthy Neighborhoods Incorporated
404 N. Main St. Suite 605
Oshkosh, WI 54901
Attn: Chairman of the Board
ASSIGNMENT
GO-HNI agrees that it will not assign this agreement or any portion thereof, or any of its responsibilities
hereunder, to any other party without first obtaining the written permission of the City.
IN WITNESS WHEREOF, the parties hereto have executed this agreement on the day of
, 2018.
GREATER OSHKOSH HEALTHY NEIGHBORHOODS INCORPORATED
David Rucker
CHAIRMAN OF THE BOARD
CITY OF OSHKOSH
Mark A. Rohloff
CITY MANAGER
PAMELA R. UBRIG
CITY CLERK
APPROVED AS TO FUNDING AVAILABILITY:
TRENA LARSON, FINANCE DIRECTOR
APPROVED AS TO FORM:
LYNN LORENSON, CITY ATTORNEY
0
00011111,111
COMPLETION DATE
December, 2021.
Quarterly and annual
reports will be provided
throughout the plan term.
December, 2021.
Quarterly and annual
reports will be provided
throughout the plan term.
GO-HNI 2019 - 2021 PRODUCTION TARGETS
COMMUNITY BUILDING & ENGAGEMENT
GOAL
PRODUCTION TARGET
ACTION STEPS
SUCCESS MEASURES
Organize and
1) Provide support to all
1) Promote the
1) # of neighborhood
support
existing neighborhood
benefits of a
associations created annually
neighborhood
associations 2) Facilitate the
neighborhood
2) # of volunteer hours
associations
creation of six new
association through a
invested on behalf of
neighborhood associations
variety of public
neighborhoods annually
formats
Provide staff support
1) Hold 10 OHNA meetings
1) Maintain regular
1) Number of meetings held
for the Oshkosh
annually 2) Sponsor 1 OHNA
communication with
2) Number of projects/events
Healthy
project or event annually 3)
resident leaders to
held 3) Number of guest
Neighborhood
Schedule a minimum of six
identify neighborhood
presentations given 4)
Alliance
educational guest speakers
needs that can be
Number of meeting / project
for OHNA annually 4) Grow
addressed at OHNA
/ event/ work group
OHNA membership by 2
meetings 2) Generate
participants
members per year
ideas for community-
wide projects and
events; establish
planning work groups
and provide staff
support. 3) Maintain
an ongoing list of
relevant guest
speakers and topics of
concern 4) Promote
OHNA and encourage
new associations to
appoint resident
members
COMPLETION DATE
December, 2021.
Quarterly and annual
reports will be provided
throughout the plan term.
December, 2021.
Quarterly and annual
reports will be provided
throughout the plan term.
Sponsor
neighborhood
projects and events
Establish unique
neighborhood
brands and positive
neighborhood
identities. Market
and promote
neighborhoods as
"places of choice."
Provide Resident
Leadership
Education
Sponsor a minimum of 12
neighborhood projects /
events annually
Partner with a minimum of six
neighborhood associations
over three years to develop
unique logos and marketing
materials
1)Sponsor a minimum of one
Creating Healthy
Neighborhoods workshop
within three years 2) Assist
with identifying and recruiting
residents for other education
opportunities
1) Promote and
administer CB&E
funding to support
neighborhood
association activities 2)
Provide organizational
support to NA's as
necessary
1) Promote and
administer available
funding for
neighborhood
marketing 2)
Participate in
marketing meetings as
necessary to ensure
consistency with brand
parameters 3) Assist
with identifying
impactful marketing
methods
1)Recruit work group
to organize and
implement a workshop
2) Refine workshop
curriculum
1) Number of events held 2)
Number of event participants
3) Value (in $) of in-kind
donations and volunteer
hours invested 4) Project /
event photo documentation
5) Annual CB&E Program
Executive Summary
1) Number of neighborhood
logos created 2) # of
marketing methods being
employed
1) Number of residents
trained 2) Number of
neighborhoods organized
December, 2021.
Quarterly and annual
reports will be provided
throughout the plan term.
December, 2021.
Quarterly and annual
reports will be provided
throughout the plan term.
December, 2021.
Quarterly and annual
reports will be provided
throughout the plan term.
Measure the impact
of our efforts on
neighborhood
revitalization
GOAL
Attract private
capital investment
to neighborhoods
Purchase, rehab,
and sell properties
to owner occupants
Manage a minimum of one
Success Measures data
collection effort within three
years
1) Work with ONE
partners to identify
survey needs and
geography 2) Work
with participating
neighborhood
association(s) to
collect, analyze and
report on data
1) Number of survey
respondents 2) Number of
data collection projects 3)
Executive summary of survey
results 4) Recommended
action steps in response to
data
GO-HNI 2019 - 2021 PRODUCTION TARGETS
REAL ESTATE DEVELOPMENT
PRODUCTION TARGET
Within three years, create
$2 of private investment for
every $1 of public funding
spent
Create four high quality
affordable housing units in
the next three years
ACTION STEPS
1) Create and implement a
three year resource
development plan 2)
Establish a private
investment pool for real
estate projects
1) Establish investment
criteria 2) Acquire
property as opportunity
and resources allow,
within criteria 3) Rehab,
market, and sell properties
December, 2021.
Quarterly and annual
reports will be provided
throughout the plan term.
SUCCESS MEASURES
COMPLETION DATE
1) Written resource
December, 2021.
development plan 2)
Quarterly and annual
Amount of private
reports will be
funding invested in
provided throughout
neighborhoods
the plan term.
1) Number of December, 2021.
affordable housing Quarterly and annual
units developed 2) % reports will be
increase in property provided throughout
value / property tax the plan term.
revenue
INCOME
Administrative
Foundation Grants
Individual Contributions
Corporate Contributions
Public Investments
Total Administrative Income
Neighborhood Revitalization
Foundation Grants
Corporate Contributions
Public Investments
Total Neighborhood Revit. Income
Real Estate Development
Corporate Contributions
Public Investments
Total Real Estate Dev. Income
TOTAL INCOME
EXPENSES
Administrative
Business Expenses
Insurance
Professional Services
Office Expense
Rent
Salaries & Benefits
Total Administrative Expenses
Neighborhood Revitalization
Community Building & Engagement
Salaries
Equipment
Marketing
Events
Rock the Block Neighborhood Revit.
Salaries
Equipment/Supplies
Marketing
Total Neighborhood Revit. Expenses
Real Estate Development
Salaries & Benefits
Marketing/Printing/Supplies
Property Rehab Expenses
Total Real Estate Dev. Expenses
TOTAL EXPENSES
Net Income (Loss)
GO-HNI
2019-2021 BUDGET
2019
2020 2021
$25,000
$25,000
$25,000
$15,000
$15,000
$15,000
$12,000
$14,500
$18,000
$15,000
$15,000
$15,000
$67,000
$69,500
$73,000
$20,000
$20,000
$24,000
$20,000
$20,000
$24,000
$25,000
$25,000
$25,000
$65,000
$65,000
$73,000
$33,000 $40,500 $49,000
$60,000 $60,000 $60,000
$93,000 $100,500 $109,000
$225,000 $235,000 $255,000
2019
2020
2021
$5,000
$5,000
$5,000
$3,200
$3,200
$3,400
$2,000
$2,250
$2,500
$3,000
$3,250
$3,500
$7,800
$7,800
$9,000
$46,000
$48,000
$49,600
$67,000
$69,500
$73,000
$15,000
$15,000
$18,000
$6,000
$4,000
$7,000
$6,000
$6,000
$6,000
$18,000
$20,000
$22,000
$15,000
$15,000
$15,000
$2,000
$2,000
$2,000
$3,000
$3,000
$3,000
$65,000 $65,000 $73,000
$12,000
$15,000
$20,000
$2,000
$2,000
$2,000
$79,000
$83,500
$87,000
$93,000
$100,500
$109,000
$225,000
$235,000
$255,000
$0.00
$0.00
$0.00