1. Community Development & Planning Grant Pre-Application Meeting April 17, 2015 www.oregonmetro.gov/planninggrants

2. Welcome & Opening Remarks  Introductions  Importance of the grants  We are now in Cycle 4 of the grants program  Awarded $14.5 million in the past 3 cycles to 61 projects across the region Cycle 1 award in 2006: $6.3 m to 26 projects Cycle 2 award in 2010: $3.7 m to 17 projects Cycle 3 award in 2013: $4.5 m to 19 projects

3. Overview of the Grants Programs *Take an Application Handbook Revised Administrative Rules  Stakeholder group recommended extension of the CET  Other recommendations limited to distribution --CPDG  Same purpose --to support of local planning to achieve on-the-ground development  Adjusted goal for projects proposed inside the UGB, to removal of barriers to development  Adjusted evaluation criteria

4. Overview of the Grants Programs Cont’d Eligible Applicants and Applications Who:  Applicants: cities and counties, and other local governments (ORS 174.116) in partnership with a city or county How Many:  No limit on the number of submitted applications or size of funding request

5. Grants Allocation  Projected revenue for Cycle 4: $5 million  70% to 75% of the anticipated revenue in this cycle is “targeted” for planning in areas within the current UGB  25% to 30% of the anticipated revenue in this cycle is “targeted” for areas added to the UGB since 2009 and Urban Reserves  The grant amount may be reduced if actual revenues are not as high as projected

6. Eligible Projects  Strategy for short term action (e.g., Catalytic Action Plan)  Strategy for policy development (e.g., Strategic Plan)  Vision Plan (e.g., Concept Plan) *See page 7 of the Application Handbook for detail

7. Evaluation Criteria A. Projects within the current UGB: Applicants must address each criterion  Expected development outcomes  Opportunity sites  Realistic desired outcomes  Community readiness and commitment  Regional significance (with some details)  Centers, Corridors, Station Communities and Main Streets  Other locations  Best Practices  Leverage

8. Evaluation Criteria cont’d Matching fund/ potential Growth absorption Public Involvement Governing body Capacity of application

9. Evaluation Criteria cont’d B. Project within areas added to the UGB since 2009 and Urban Reserves: Applicants must address each criterion:  Title 11 requirements in the Urban Growth Management Functional Plan  Regional significance  Local and regional needs  Commitment by county, city and service providers  Land readiness  Best Practices

10. Evaluation Criteria cont’d Leverage Matching fund/potential Growth absorption Public Involvement Governing body Capacity of applicant

11. 2011 UGB Expansion Areas & Urban Reserves

12. Planning Tools to Consider  Metro’s Community Investment Toolkits  Innovative Design and Development Codes  Eco-Efficient Employment  Financial Incentives  Thriving Cities Alliance’s Development Readiness Assessment Diagnostic Tool”  Relevancy of integrating analytical tools into the scope of work

13. Application and Review Process Step 1 – Letter of Intent (LOI)  Due date: April 16 th  Reviewed by the Screening Committee  Reviewed by Metro staff  Purpose: Provide feedback on proposed application(s) to maximize competitiveness  Components:  Cover sheet (project area -UGB or NUA/UR; project summary -50 words max.)  Narrative (4 page max.) – project description, address eligibility and evaluation criteria, collaborations, statement of approval, and project contact  Preliminary Budget documents  Location and project maps  Metro response: week of April 30 th (by email)

14. Application and Review Process cont’d Step 2 – Full Application  Due Date: June 1, 2015 (5:00 pm)  Reviewed and evaluated by the Screening Committee  Components:  Cover sheet (project area -UGB or NUA/UR; project summary -50 words max.)  Narrative (8 page max.) – All the information from the LOI plus, site description, background, and proposed milestones and deliverables

15. Full Application cont’d  Budget documents  Supplemental attachments

16. Application and Review Process cont’d Screening Committee  Role of screening committee  Membership (six to 9 -- with following expertise)  Economic development  Urban planning  Real estate and finance  Infrastructure finance/development or redevelopment  Local government  Urban renewal and redevelopment  Business and commerce  Neighborhood association or community planning commission w/understanding of livability issues  Environmental sustainability related to development or redevelopment  Social equity relating to community dev. and redev.

17. Application and Review Process cont’d Review Process and Schedule Full application review:  Staff review – eligibility and completeness (April 2013)  Screening Committee – funding recommendation to Metro COO (July 2015)  Metro COO will send her recommendations, along with the Screening Committee recommendations, to the Metro Council  Council Review – recommendation from Screening Committee and COO (August 2015)  Council – awards grants and funding levels (August 2015)  IGAs with grantees – (Fall 2015)

18. Post grant award  IGA will be negotiated, based on:  Requirements in the Admin. Rules (also in the Handbook)  Scope of work  Commitments  Assumptions  IGA will include Attachment A, containing:  Milestones  Deliverables for each milestone  Payment amount per milestone  Match amount

19. Finding Information Information covered today is also in the Application Handbook and on the Metro website –grants page Please refer to the Metro Community Planning and Development Grants web page at: www.oregonmetro.gov/planninggrants for the most up to date information regarding key dates, deadlines, and application materials www.oregonmetro.gov/planninggrants Questions after this meeting? Contact Gerry Uba at 503-797-1737 or at gerry.uba@oregonmetro.govgerry.uba@oregonmetro.gov

20. QUESTIONS TODAY