HomeMy WebLinkAbout5/21/2019 - Regular1
Vinton Town Council
Regular Meeting
Council Chambers
311 South Pollard Street
Tuesday, May 21, 2019
AGENDA
Consideration of:
A. 7:00 p.m. - ROLL CALL AND ESTABLISHMENT OF A QUORUM
B. MOMENT OF SILENCE
C. PLEDGE OF ALLEGIANCE TO THE U. S. FLAG
D. UPCOMING COMMUNITY EVENTS/ANNOUNCEMENTS
E. REQUESTS TO POSTPONE, ADD TO OR CHANGE THE ORDER OF AGENDA
ITEMS
F. CONSENT AGENDA
1. Consider approval of the minutes of the Regular Council meeting of April 16, 2019
G. AWARDS, INTRODUCTIONS, PRESENTATIONS, PROCLAMATIONS
1. Introduction of Ken Fay, Director of Real Estate Valuation, Roanoke County – Anne
Cantrell
2. Proclamations:
a. National Emergency Medical Services Week - May 19-25 – Chief Wayne
Guffey
b. National Public Works Week – May 19-25 – Joey Hiner
H. CITIZENS’ COMMENTS AND PETITIONS - This section is reserved for comments and
questions for issues not listed on the agenda.
I. TOWN ATTORNEY
Bradley E. Grose, Mayor
Keith N. Liles, Vice Mayor
Sabrina McCarty, Council Member
Janet Scheid, Council Member
Michael W. Stovall, Council Member
311 South Pollard Street
Vinton, VA 24179
(540) 983-0607
2
J. TOWN MANAGER
1. BRIEFINGS
2. ITEMS REQUIRING ACTION
a. Consider adoption of an Ordinance amending Chapter 86, Taxation, Article
V, Tax on Prepared Food and Beverages, Sections 86-167, Levy of the
Vinton Town Code and establishing an effective date of August 1, 2019 –
Anne Cantrell
b. Consider adoption of an Ordinance approving the Town of Vinton, Virginia
budget for the fiscal year beginning July 1, 2019 and ending June 30, 2020
– Anne Cantrell
c. Consider adoption of a Resolution authorizing the renewal of the Town of
Vinton Employees’ group health insurance coverage with The Local Choice
Program for the contract year July 1, 2019 through June 30, 2020 – Donna
Collins
d. Consider adoption of a Resolution authorizing the Town Manager to file an
application for allocation of Virginia Department of Emergency Management
(VDEM) for funding through the Federal Emergency Management Agency
(FEMA)’s Hazard Mitigation Grant Program (HMGP) for the acquisition,
occupant relocation, and demolition of a number of flood-impacted
properties located at the confluence of the Glade and Tinker Creeks
floodway area – Anita McMillan
e. Consider adoption of a Resolution approving certain pre-contract
documents for the Community Development Block Grant (CDBG)
administered by the Virginia Department of Housing and Community
Development (VDHCD) for the Vinton Virginia Individual Development
Accounts Program (VIDA) - Pete Peters
f. Consider adoption of Resolutions approving a Non-Discrimination Policy, a
Residential Anti-Displacement and Relocation Assistance Plan Certification,
a Business and Employment Plan and a Fair Housing Certification for the
Vinton Virginia Individual Development Accounts Program (VIDA) – Pete
Peters
g. Consider adoption of a Resolution authorizing the Town Manager to
execute a Memorandum of Understanding (MOU) between the Town and
The Advancement Foundation for the Vinton Virginia Individual
Development Accounts Program (VIDA) – Pete Peters
3. COMMENTS/UPDATES
K. REPORTS FROM COUNCIL COMMITTEES
1. Finance Committee – Anne Cantrell
2. Public Works Committee – Joey Hiner
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L. MAYOR
M. COUNCIL
N. ADJOURNMENT
NEXT TOWN COUNCIL/COMMITTEE MEETINGS:
June 4, 2019 – 6:00 p.m. – Reception for Vinton Fire & EMS - Municipal Building Lobby –
Regular Council Meeting to follow at 7:00 p.m. to include recognition of Vinton Fire & EMS
Career Staff – Council Chambers
June 11, 2019 - 2:30 p.m. – Finance Committee Meeting – TOV Conference Room
June 12, 2019 – 7:30 a.m. – Public Works Committee Meeting – Public Works Conference Room
NOTICE OF INTENT TO COMPLY WITH THE AMERICANS WITH DISABILITIES ACT.
will be made to provide assistance or special arrangements to qualified individuals with disabilities in order to
participate in or attend Town Council meetings. Please call (540) 983-0607 at least 48 hours prior to the
meeting date so that proper arrangements may be made.
Meeting Date
May 21, 2019
Department
Town Clerk
Issue
Consider approval of the minutes of the Regular Council meeting of April 16, 2019
Summary
None
Attachments
April 16, 2019 minutes
Recommendations
Motion to approve minutes
Town Council
Agenda Summary
1
MINUTES OF A REGULAR MEETING OF VINTON TOWN COUNCIL HELD AT 7:00 P.M.
ON TUESDAY, APRIL 16, 2019, IN THE COUNCIL CHAMBERS OF THE VINTON
MUNICIPAL BUILDING LOCATED AT 311 SOUTH POLLARD STREET, VINTON,
VIRGINIA
MEMBERS PRESENT: Bradley E. Grose, Mayor
Sabrina McCarty
Janet Scheid
Michael W. Stovall
MEMBERS ABSENT: Keith N. Liles, Vice Mayor
STAFF PRESENT: Barry W. Thompson, Town Manager
Susan N. Johnson, Executive Assistant/Town Clerk
Susan Waddell, Town Attorney
Thomas Foster, Police Chief
Joey Hiner, Public Works Director
Anita McMillan, Planning & Zoning Director
order at 7:00 p.m. The Town Clerk called the
roll with Council Member McCarty, Council
Member Scheid, Council Member Stovall and
Mayor Grose present. Vice Mayor Liles was
absent.
Roll call
After a Moment of Silence, Council Member
Stovall led the Pledge of Allegiance to the U.S.
Flag.
Under upcoming community events,
Council Member McCarty announced the
following: April 25-28 –
May 11 – Yard Sale - Vinton History Museum –
items are needed;
League continues along with several dates and
times set for public skating – Lancer Lot.
Council Member Scheid made a motion to
approve the Consent Agenda as presented; the
McCarty
all members voting: Vote 4-0; Yeas (4) –
McCarty, Scheid, Stovall, Grose; Nays (0) –
None; Absent (1) – Liles.
Approved the minutes of the Special
Meeting-Budget Work Session of March 13,
2019,
19, 2019 and
April 2, 2019; adopted Resolution No. 2292
appropriating $500.00
Department’s discretion
Resolution No. 2293
Department Lease/
account in the General Fund to the Police
Depar
account for the purchase of 13 laptops and
13 laptop chargers; adopted Resolution No.
2
$1,200.00 received for scrap metal of the
refuse truck to the Public Works budget;
adopted Resolution No. 2295 appropriating
for a Site Assessment and Planning Grant
Cou
budget for the Gish Mill Study Grant
Under awards, introductions, presentations,
Drinking Water Week. Council Member Scheid
The next item on the agenda was a quarterly
report from the Vinton Volunteer First Aid Crew.
Chief Guffey reviewed his 3rd
which was a part of the agenda package and is
on the file in the Town Clerk’s Office as a part
of the permanent record. Chief Guffey also
commented that the Crew passed its EMS
inspection from the State and reminded Council
that they will be serving the usual hamburgers
appreciation to Chief Guffey for allowing him to
attend the Crew meeting recently.
Chief Foster made brief comments and
presented plaques to Officer
and Adam Hoover as Co-Officers of the
Quarter.
Chief Foster next reviewed
presentation on the 3rd quarter statistics for the
package and
Office as a part of the permanent record.
arrests YTD was due to the fact that one of the
medical leave since October. Also, two officers
this quarter.
Foster further commented on the training of his
officers and the current number of personnel in
3
officers with one vacancy. Sergeant Cardwell
announced the
16th at 4:00 p.m.
The next item on the agenda was a briefing
on
Virginia Department of Emergency Management
Hazard Mitigation Grant Program (HMGP) for the
acquisition, occupant relocation, and demolition
of a number of flood-impacted properties in the
Tinker Creek floodway area.
commented
mentioned in the summary, there are six parcels
Tinker Creek floodway area.
The Midway flood property acquisition was done
in 1996 and in 2003 a grant was received to
five-acre parcel located in the flood way of Glade
Tropical Storm Michael, funds have been made
available through VDEM.
and the 25% match can be covered through the
CDBG Housing Grant.
Summit Design was hi
Housing Grant and they want to submit on behalf
activities. If Council
pre-application, the property owners will be sent
voluntary program
participating,
The pre-application must be completed on-line
by the end of April. The deadline for the grant
application is May 30th
adoption of a Resolution by Council and certain
grant is approximately $982,965.00.
There are 13 trailers and two triplexes for a total
of 19 residential units.
requirements is
and any renter can apply for this assistance for
decide to participate in the program. The
4
damage to the property owners and tenants in
these flood areas.
Council Member Scheid asked about the home
McMillan responded that the property owner was
contacted as part of the Walnut Avenue project
and they declined
Member Scheid
they could afford and that it would be challenging
to find comparable
cost. Ms. McMillan commented the consultant
was informed that the average
for one of the trailers
Summit Design indicated they have done several
of these mitigations and they could find a place
Ms. McMillan next commented that the
consultant thought it was a good idea
because the 25% match can be covered through
the CDBG. Additionally, as
projects, VDEM sometimes covers 20% and only
5% would come from the grant. If the 20% does
covered by the CDBG Grant.
challenges of any project like this and
the grant was an all or nothing situation or could
certain parcels be purchased without purchasing
all of them. Ms. McMillan responded it has to be
the whole parcel, but it does not have to be all of
section wanted
down.
Council Member Stovall commented that he is in
favor of the pre-application, but would like to visit
the property and discuss it further.
consensus of Council to submit the pre-
The benefit cost analysis also has to be done as
part of the grant application. Council Member
Stovall asked that a copy of the letter
would also like to visit the location.
Consensus of Council to submit pre-
application for
Emergency Management Agency (FEMA)’s
5
Council gave their consensus for submittal of the
pre-
participation
owners.
properties in
area and the sending of the letter to the four
property owners
The next item on the agenda was to
consider adoption of a Resolution approving the
2019-
Valley Resource Authority. Dan Miles
commented that the budget totals $13,833,686
In order for the
balance, the Board approved transferring
$897,436 from the contingency reserve fund.
The budget
contribution to the reserves by $1,150,000. This
relates to the current leasing of certain
equipment, particularly at the landfill while we are
in a state of transition. The Board did not want
to make a capital investment in major pieces of
equipment until the final decision has been made
on the
move forward with procuring the necessary
equipment to be able to operate.
Mr. Miles next commented that the
includes an increase of
municipal tipping fee, but not the commercial
A $2.00 per ton increase would be an equivalent
of $2.40 per year per household. The projection
is that the Town
3,200 tons of solid waste in the upcoming fiscal
year and the additional amount would be
approximately $6,400.
asked why they would levy against municipalities
and not commercial.
commercial rates are now at the point where we
are driving commercial waste out of the system
and there is a movement by one of the local solid
Botetourt County in the Daleville area. An effort
commercial haulers that we want and need their
business and we
operate in the most economical way possible to
retain their business. We do not have contracts
with commercial haulers and if
commercial waste out of the system
cause even higher rate increases to be imposed
on the municipal members.
6
Council Member Stovall made a motion to
adopt the Resolution as presented; the motion
was seconded by Council Member McCarty
members voting: Vote 4-0; Yeas (4) –
McCarty, Scheid, Stovall, Grose; Nays (0) –
None; Absent (1) – Liles.
Adopted Resolution No. 2296 approving the
2019-
Roanoke Valley Resource Authority
The next item on the agenda was to consider
emergency purchase with Atlantic Machinery Inc.
in the amount of $239,203.00 for a 2019 Ravo 5-
financing through VML/VACo Finance. Anne
Cantrell commented that VML was able to obtain
a rate of 3.01%, which was better than the rate
of 3.86% she was able to obtain. This would
save
life of the loan.
Manager commented that the 2002 street
sweeper had unexpectedly died.
order to close
sweeper prior to the Dogwood Festival.
The Town Clerk made a correction for the record
that the correct rate is 3.02%.
Council Member McCarty
adopt the Resolution as presented; the motion
was seconded by Council Member Scheid and
carried by the following vote, with all members
voting: Vote 4-0; Yeas (4) – McCarty, Scheid,
Stovall, Grose; Nays (0) – None; Absent (1) –
Liles.
Adopted Resolution No. 2297 approving the
$239,203.00 for a 2019 Ravo 5-iSeries
financing through VML/VACo Finance
The next item on the agenda was to consider
Roanoke Valley-
Region.
Council Member Scheid
adopt the Resolution as presented; the motion
was seconded by Council Member McCarty
members voting: Vote 4-0; Yeas (4) –
McCarty, Scheid, Stovall, Grose; Nays (0) –
None; Absent (1) – Liles.
Adopted Resolution No. 2298 in recognition
of the Roanoke Valley-Alleghany Regional
Commission on its 50
the Region
The next item on the agenda was to consider
nominations for the 2019
7
Clerk, Council Member Scheid made a motion to
accept the same nominations from the 2018
slate as follows –
Development –
Richard W. Peters; Environmental Quality –
Coun
Finance – Mayor Grose
General Laws – Chief Tom Foster and Barry W.
Thompson; Human Development and Education
– Council Member McCarty
and Transportation – Council Member Stovall
and
Council Member Stovall
following vote, with all members voting: Vote 4-
0; Yeas (4) – McCarty, Scheid, Stovall
Nays (0); Absent (1) - Liles.
Approved nominations for 2019 VML Policy
Committees
The Town Manager commented that on
April 9th, the
approved and executed the
Understanding. He has recently met with Dan
Cowell, Roanoke City Manager and
telephone with Gary Larrowe, Botetourt County
Town’s withdrawal from the RCACP
According to the Agreement, we
remain on the RCACP for the next fiscal year,
but
expenses. He would also be sharing this
information tomorrow with the RCACP
Executive Committee. The Town Manager also
commented that Chief Simon, Roanoke
begin the transition process.
Under reports from Council Committees,
Anne Cantrell commented that the Finance
Committee met on April 8th. Representatives
from the
with the Town, the rental of the office space
and financial issues
reviewed as well as the FY2020 budget update
which
session.
Another item of discussion related to the
8
policy of a dollar and how it has grown since
the policy was adopted. Staff did a review of
some neighboring localities and
allows us to control anything under $100,000
The Committee is recommending raising the
single quote limit to $5,000 and Council will be
asked to consider taking action at a future date.
With regard to the Vinyard Flower Fund Trust,
opinion from our Town Attorney. Based on the
trust docu
advised us to re-establish the principal amount
into a separate account
the interest associated with that and it amounts
have it on record. The principal amount was
$20,000 and we are adding $557.36 in accrued
interest over that time period.
Council Member Stovall made a motion to
authorize the Finance Director/
move $20,557.36 into a separate account to re-
establish the Vinyard Flower Fund Trust and the
motion was seconded by
Scheid.
Council Member Scheid
was calculated and Ms. Cantrell responded she
calculated it based on the FDIC
summary rate of all the banks on a one-year CD
December of 2011 to the date in 2019.
The motion was
with all members voting: Vote 4-0; Yeas (4) –
McCarty, Scheid, Stovall, Grose; Nays (0) –
None; Absent (1) – Liles.
Authorized the Finance Director/Treasurer
account to re-establish the Vinyard Flower
Fund Trust
The Mayor expressed appreciation to those
who participated in Clean Valley Day and
commented on the
30th anniversary celebration and the Arbor Day
Celebration. The Mayor also made comments
concerning the
9
Comments from Council: Council Member
McCarty commented on Clean Valley Day and
asked Chief Foster if
program with the i
responded that we are and they were in the area
assistance is seasonal, but we still
agreement with them.
Cantrell for her report and would like to see more
reports coming from the Chamber
Also, she asked that we remember the family of
continue to remember Bootie Chewning.
Valley Day and her tour of Rosie’s last week.
She asked the Town Manager if was able to get
Avenue and the Town Manager responded that
he left him a message, but he did not call back.
Council Member McCarty announced that
Council has been invited to participate in the
Roanoke River Float for 2019 will be May 31st
from 1:30-5:00 p.m.
positive outcome of the MOU
Council Member McCarty said with regard to the
Chamber and the passing of Brenda Johnson.
MOU and former Vice Mayor Matt Hare’s
though it seemed to be a long way off. She
re-
there to work with AEP and the FERC to achieve
some open space and greenway
site visit will be on April 24th at 10:00 a.m., a
public meeting will be held
meeting and another meeting
10:00 a.m. at the Vinton Library.
Council Member McCarty made a motion to
adjourn the regular
seconded by Council Member Scheid and
voting: Vote 4-0; Yeas (4) – McCarty, Scheid,
Stovall, Grose; Nays (0) – None; Absent (1) –
10
After a short recess, Council convened in a
work session at 8:50 p.m. for further discussion
on the proposed FY 2019-2020 budget. Anne
session, the budget was unbalanced. After
and items of importance, staff
Ms. Cantrell next reviewed
Office as a part of the permanent record.
$362,000. Staff is proposing an increase in the
meals tax to six percent
been provided a flyer showing the impact of the
increase on a meal and a list of i
anticipated revenue is $243,270. The estimate
of $350,000 in revenue from Rosie’s is included
in the budget and the recommendation is that
this revenue be set aside as a match for a
VDOT application for Mountain View Road. If
we can re-evaluate that application to see if we
need to fund it with different funds or delay the
we did not want to rely on this revenue for
that it went into the CIP.
and commented on the other proposed budget
changes.
that staff has provided Council with a list of the
Counties are subject to a four percent (4%) tax
on me
Code and
meals tax.
highlights from the presentation. In response to
a question regarding the
Police Department, Ms. Cantrell commented
that the
However, we were able to fund $30,000 in this
lease account into their equipment account,
which was approved
Agenda.
11
The Mayor next asked about the Garthright
bridge funding and who determines when we
need to do maintenance. The Town Manager
responded that an inspection is done every few
years and
point. We will have $60,000 in that fund at the
end of this fiscal year. We
using some of those funds this year to do some
to enhance the appearance.
budget.
have any idea what it is going to cost when we
The Town Manager responded
several hundred thousand dollars and we do
not know
years from now.
In response to a question from Council Member
Scheid regarding the Stormwater Fund
Town Manager responded that there are funds
in the Fund for a consultant. Staff has been in
a discussion with Roan
we feel that would be advantageous to the
Town. However, we
Town’s needs in moving towards stormwater.
the
budget and the meals tax would be on May 7th
At the May 21st
consider adoption of the budget
increase in the meals tax.
Scheid co
week. She and the Mayor
increase should be to s
could be put on the website to show a visual of
decreasing areas in our departments
12
revenue from the meals tax and enhancing
things that we can enhance.
commented that we had over $1 million in CIP
requests from the departments. The
date of the Public Hearing.
Council gave
proposed increase in the meals tax.
discussed the scheduling of the Fall Retreat for
APPROVED:
________________________________
Bradley E. Grose, Mayor
ATTEST:
______________________________
Susan N. Johnson, CMC, Town Clerk
Meeting Date
May 21, 2019
Department
Finance Department/Treasurer
Issue
Introduction of Ken Fay, Director of Real Estate Valuation, Roanoke County
Summary
Anne Cantrell will be present at the meeting to introduce Mr. Fay.
Attachments
None
Recommendations
No action required
Town Council
Agenda Summary
Meeting Date
May 21, 2019
Department
Fire/EMS
Issue
Proclamation - National Emergency Medical Services Week – May 19-25
Summary
National Emergency Medical Services Week urges our citizens to recognize the value and
accomplishments of all of our Emergency Services personnel and to support the many public
safety activities and efforts of the Town’s emergency services.
Chief Guffey will be at the meeting to make comments regarding this year’s EMS Week.
Attachment
Proclamation
Recommendations
Present Proclamation
Town Council
Agenda Summary
PROCLAMATION
WheReAs, May 19-25, 2019 is the 45th anniversary of National Emergency Medical Services Week and this year’s theme is “EMS Strong: Beyond the Call” which describes EMS going beyond the dedication to duty and lifesaving patient care, but also community care that takes time, energy and heart—far beyond the scope of an everyday calling; and
WheReAs, in 1974, President Gerald Ford approved EMS Week to honor and celebrate EMS providers and the vital work they do for our local communities and the need to be acknowledged as a significant component of emergency medicine; and
WheReAs, fifty three years ago, the medical community itself recognized the importance and need for a pre-hospital emergency medical system; and
WheReAs, National EMS Week helps to bring together local communities and medical personnel to honor those who’s dedication to provide the everyday lifesaving skills and services of medicine’s “first line”; and
WheReAs, any day, EMS providers aid in saving lives by responding to a large array of incidences such as medical emergencies, including heart attacks, difficulty breathing, strokes, falls, accidents, drug overdoses and acute illnesses while providing both basic and advance medical care at the scene of a call as well as transporting to the emergency room of a local hospital; and
WheReAs, EMS providers care for their patients’ medical and traumatic needs and show compassion and empathy toward their patients in their most difficult times; and
WheReAs, the Town of Vinton is dedicated to ensuring the safety and security of all those citizens living in and visiting our town; and
WheReAs, the members of our Emergency Medical Services teams, whether it be career or volunteer, partake in thousands of hours of specialized training and continuing education to develop and hone their lifesaving skills; and
WheReAs, it is crucial to recognize the value and the accomplishments of our Emergency Medical Service Community by designating National Emergency Medical Services Week.
NOW, TheReFORe, I, Bradley E. Grose, Mayor of the Town of Vinton and on behalf of Town Council and all our citizens do hereby proclaim May 19, 2019 to May 25, 2019 as NATIONAL eMeRgeNCy MeDICAL seRvICes Week in the Town of Vinton and I urge all the people of the Town of Vinton to support the many public safety activities and efforts of the Town’s emergency services.
IN WITNess WheReOF, I have set my hand and caused the seal of the Town of Vinton, Virginia to be affixed on this 21st day of May, 2019.
____________________________________
Bradley E. Grose, Mayor
Meeting Date
May 21, 2019
Department
Public Works
Issue
Proclamation – National Public Works Week
Summary
The American Public Works Association advocates the recognition and celebration of Public Works
Week in all cities, counties, and towns across the U.S. The Week proudly honors the vital contribution
Public Works professionals make every day to communities all across North America, and invites the
public to celebrate their quiet dedication and crucial influence on our society. From providing water to
disposing of solid waste, to maintaining our roads and bridges, removing snow on our roadways or
devising emergency management strategies, Public Works services help determine the quality of life of
our community.
“It Starts Here” is the theme for the 2019 National Public Works Week. This theme represents the many
facets of modern civilization that grow out of the efforts put forth by the public works professionals
across North America. What starts here? Infrastructure starts with public works... Growth and innovation
starts with public works... Mobility starts with public works... Security starts with public works... Healthy
communities start with public works... The bottom line is that citizens' quality of life starts with public
works.
For fifty-nine years, this celebration has highlighted the impact that public works has on our daily lives.
Our community, 8,000 citizens in the Town and another 5,000 in the East Roanoke County utility service
area, depends on the men and women of the public works profession who work tirelessly every day and
often at night and on weekends, under all weather conditions with quiet dedication to serve and support
our populace. Traditionally, the week is recognized by proclamations from the U. S. Senate, U.S. House,
and Governor of Virginia. This will be the thirteenth year of celebration in the Town of Vinton.
Attachments
Proclamation
Recommendations
Present Proclamation
Town Council
Agenda Summary
PROCLAMATION
WHEREAS, Public Works services provided in the Town are an integral part of our citizens,
institutions, businesses, and industries everyday lives and well-being; and
WHEREAS, public support of the importance of effective and efficient Public Works services
such as street maintenance, sidewalk repair, solid waste collection, recycling,
traffic signal & sign maintenance, snow & ice removal, stormwater collection,
water production & distribution, and wastewater collection improves morale and
performance of Public Works staff; and
WHEREAS, the health, safety, economic growth, and quality of life in our Town greatly
depend on these vital Public Works services; and
WHEREAS, Public Works staff also provide critical response capabilities, experience, and
support in times of emergency; and
WHEREAS, the efficiency of the qualified and dedicated people who staff Public Works is
positively influenced by the citizens’ attitude and understanding of the important
services the staff provides.
NOW, THEREFORE, I, Bradley E. Grose, Mayor of the Town of Vinton, and on behalf of Town Council and all our citizens, do hereby proclaim May 19, 2019 to May 25, 2019 as NATIONAL
PubLIC WORkS WEEk in the Town of Vinton.
IN WITNESS WHEREOF, I have set my hand and caused the seal of the Town of Vinton, Virginia to be affixed on this 21st day of May, 2019.
____________________________________
Bradley E. Grose, Mayor
Meeting Date
May 21, 2019
Department
Finance
Issue
Consider adoption of an Ordinance to amend Chapter 86, Taxation, Article V, Tax on Prepared
Food and Beverages, Sections 86-167, Levy of the Vinton Town Code and establishing an
effective date of August 1, 2019.
Summary
The Proposed FY 2019/2020 budget includes an increase of the prepared food and beverage tax,
also known as the meals tax, from 5% to 6% of the charge for prepared food and beverages.
This recommended increase will be used to fund capital and potential future operating needs of
the Town of Vinton.
The required notice of the proposed increase was advertised in the Vinton Messenger on April
25, 2019 and May 2, 2019 and the Public Hearing was held on May 7, 2019.
Attachments
Power Point Slide
Ordinance
Recommendations
Motion to adopt Ordinance
Town Council
Agenda Summary
Finance Department/Treasurer’s Office
FY2020 MEALS TAX INCREASE ADOPTION
Meals Tax Close By:
Roanoke City – 5.5%
Salem City – 6.0%
Bedford Town – 5.5%
Lynchburg City – 6.5%
Rocky Mount Town – 5.0%
Christiansburg Town – 7.5%
Blacksburg Town – 6.0%
Pulaski Town – 7.0%
TOWN OF VINTON
PROPOSED MEALS TAX INCREASE
How would a 1.0% tax increase impact my meals?
$5 Meal – 5¢ $20 Meal – 20¢
Estimated increased revenue: $260,000/year
What could a 1.0% tax increase help fund this year?
•PD Computer Upgrades
•Salt Spreaders & Covering
•Lawn Mowers & Trailer
•Gateway Entrance Signs
•Garthright Bridge Maintenance Fund
ORDINANCE NO.
AT A REGULAR MEETING OF THE VINTON TOWN COUNCIL, HELD ON
TUESDAY, MAY 21, 2019 AT 7:00 P.M., IN THE COUNCIL CHAMBERS OF THE
VINTON MUNICIPAL BUILDING, 311 SOUTH POLLARD STREET, VINTON,
VIRGINIA.
AN ORDINANCE amending Chapter 86, Taxation, Article V, Tax on Prepared Food and
Beverages, Sections 86-167, Levy of the Vinton Town Code and establishing an effective date.
WHEREAS, the Town of Vinton is authorized to impose a tax upon the sale of prepared food
and beverages to provide revenue for the general fund of the Town by Sections 58.1-3833, 58.1-
3834, 58.1-3840 and 58.1-3841 of the Code of Virginia, 1950, as amended; and
WHEREAS, a public hearing was advertised and held on May 7, 2019, and all public comments
have been considered by Council; and
WHEREAS, Council desires to impose an increase in the meals tax.
NOW, THEREFORE, BE IT ORDAINED by the Town Council of the Town of Vinton that
Chapter 86, Taxation, Article V, Tax on Prepared Food and Beverages, Sections 86-167, Levy of
the Vinton Town Code, is amended as follows:
Chapter 86 – TAXATION
* * *
ARTICLE V. TAX ON PREPARED FOODS AND BEVERAGES
* * *
Sec. 86-167. Levy.
There is hereby imposed and levied by the town on each person a tax at the rate of six
five percent on the amount paid for meal(s) purchased from any food establishment, whether
prepared in such food establishment or not, and whether consumed on the premises or not.
This ordinance shall take effect on August 1, 2019.
This Ordinance adopted on motion made by Council Member ____________________ and
seconded by Council Member ____________________, with the following votes recorded:
AYES:
NAYS:
APPROVED:
___________________________________
Bradley E. Grose, Mayor
ATTEST:
____________________________________
Susan N. Johnson, CMC, Town Clerk
1
Meeting Date
May 21, 2019
Department
Administration
Issue
Consider adoption of an Ordinance approving the Town of Vinton, Virginia budget for the fiscal
year beginning July 1, 2019 and ending June 30, 2020
Summary
The proposed FY2019-2020 Budget was guided by the following policies:
• Quality of life for residents
• Quality of services provided
• Continual evaluation of cost effectiveness to provide services
• Effective replacement of equipment and vehicles
• Identify and apply for alternative revenue sources
The Proposed FY2019-2020 Budget for all funds total $12,234,278. Allocation by fund, as well
as a comparison to the FY2018-2019 budget, is as follow:
Dollar
Adopted Proposed Variance Percentage
FY 18/19 FY 19/20 To FY 18/19 Change
General Fund $ 7,971,062 $ 7,527,870 ($443,192) (5.56%)
Grant Fund 33,903 4,000 (29,903) 100.00%
Utility Fund 3,720,200 3,722,500 2,300 (0.06%)
Capital Fund - 519,698 (519,698) 100.00%
Stormwater Fund 416,797 460,210 43,413 (10.42%)
Total $12,141,962 $12,234,278 ($92,316) (0.76%)
The Capital Improvement Program includes funding of $500,012 in the General Fund, $51,860
in the Utility Fund, and $38,727 in the Stormwater Fund.
Town Council
Agenda Summary
2
The Town elected to separate the grant funding and expenditures into a separate fund due to the
volume and dollar value of the grants being awarded to the town over the past several years.
With this budget, we have provided the same level of service to our citizens with a 2.0% Raise
for our Town employees. In this budget, one position is recommended to be restored in the
Police Department. The Proposed FY 2019/2020 budget also recognizes economic development
initiatives throughout the Town which will create synergy and bring continued growth to our
Vinton economy. A new revenue source has returned to Town through para-mutuel wagering.
The Town Staff has proposed to set this funding aside for capital planning needs, which will
assist the Town in the first year by funding a match for a potential grant for Mountain View
Road. Through this budget, we will continue to make Vinton the “IN” place to live, eat, work
and play.
The required notice of the proposed budget was advertised in the Vinton Messenger on April 25,
2019 and May 2, 2019 and the Public Hearing was held on May 7, 2019.
Attachments
Ordinance
Recommendations
Motion to adopt Ordinance
FY2020 BUDGET ADOPTION
Vinton Town Council
May 21, 2019
2 Finance Department/Treasurer’s Office
Preparation of this Budget was guided by these five guiding principles:
1.Quality of life for residents
2.Quality of services provided
3.Continual evaluation of cost effectiveness to provide services
4.Effective replacement of equipment and vehicles
5.Identify and apply for alternative revenue sources
FY2020 BUDGET ADOPTION
3 Finance Department/Treasurer’s Office
Proposed Budget Highlights
•New MOU with Roanoke County
•New Revenue Source - Para-Mutuel Tax
•Public Hearing on Meals Tax Rate of 6.0%
•Capital Fund Re-opened with Transfer of $500,012
•Position Added/Restored in Police Department
•2.0% Cost of Living Adjustment for all Employees
FY2020 BUDGET ADOPTION
FY2020 BUDGET ADOPTION
4 Finance Department/Treasurer’s Office
Adopted FY19 Proposed FY20 % Variance
General Fund $8,194,562 $7,527,870 (8.14%)
Grant Fund 33,903 4,000 (88.20%)
Utility Fund 3,720,200 3,722,500 0.06%
Capital Fund - 519,698 100.00%
Stormwater Fund 409,765 460,210 12.31%
Total $12,358,429 $12,234,278 (1.00%)
5 Finance Department/Treasurer’s Office
TOWN OF VINTON FY2020 TOTAL BUDGET
General Fund Grant Fund Utility Fund
Capital
Fund
Stormwater
Fund Total
% of
Total
Expenditures
Personnel - -42.60%
Operating - 28.17%
Capital - 11.08%
Debt - - 10.30%
Transfers -- - 7.85%
Total Expenditures 100.00%
FY2020 BUDGET ADOPTION
FY2020 BUDGET ADOPTION
THANK YOU TO OUR DEPARTMENTS
Council, Town Manager’s Office, Finance/Treasurer’s Office, Police, Human Resources, Public Works,
Planning & Zoning, Economic Development, and Community Programs
Finance Department/Treasurer’s Office 6
PROPOSED ORDINANCE NO.
AT A REGULAR MEETING OF THE VINTON TOWN COUNCIL HELD ON TUESDAY,
MAY 21, 2019, AT 7:00 P.M., IN THE COUNCIL CHAMBERS OF THE VINTON
MUNICIPAL BUILDING, 311 SOUTH POLLARD STREET, VINTON, VIRGINIA.
WHEREAS, the Town Charter requires that a budget be adopted by July 1st for the new fiscal
year; and
WHEREAS, the Council has reviewed the proposed budget and is of the opinion that the Town
government can operate for the twelve month period beginning July 1, 2019 to June
30, 2020, with the revenues and expenditures contained in the attached budget; and
WHEREAS, any funds appropriated in this budget to any Town department may be used as
participating funds in any Federal Aid Programs for like purposes, with the prior
approval of the Town Council.
NOW, THEREFORE, BE IT ORDAINED by the Council of the Town of Vinton, Virginia, that
the budget for the fiscal year beginning July 1, 2019 and ending June 30, 2020 be set forth herein.
BE IT FURTHER ORDAINED that this ordinance provides for the daily operation of the
department of law and the department of finance, and in an emergency.
BE IT FURTHER ORDAINED that this Ordinance takes effect July 1, 2019.
This Ordinance adopted on motion made by Council Member ______________, and seconded by
Council Member __________________.
AYES:
NAYS:
APPROVED:
_____________________________
Bradley E. Grose, Mayor
ATTEST:
_______________________________________
Susan N. Johnson, CMC, Town Clerk
Revenues Total All Funds
General Fund $7,527,870
Grant Fund 4,000
Utility Fund
Capital Fund
3,722,500
519,698
Stormwater Fund 460,210
Total Revenues
$12,234,278
Expenditures
General Fund:
Town Council
$134,463
Town Manager's Office
122,772
Human Resources
62,871
Legal Services
41,250
Treasurer/Finance Department
246,578
Police Department
2,167,087
Communications Services
462,000
Fire & EMS
2,270
Police/Animal Control
69,381
Public Works Administration 111,426
Maintenance/Highways/Streets/Bridges
820,235
Snow and Ice Removal
44,549
Traffic Signs and Street Light
160,849
Refuse Collection
536,420
Recycling
86,469
Building & Grounds
137,066
Health Department
14,465
Special Programs
151,437
WM Interdepartmental Functions
10,000
War Memorial
259,024
Vinton Veterans Monument
1,640
Swimming Pool/Parks
3,242
Senior Program
98,653
Town Museum
11,929
Planning & Zoning
278,436
Economic Development
148,740
Public Transportation 105,000
Vinton Business Center
7,350
Performance Agreements 53,400
Debt Service - General Fund
448,751
Transfers
730,117
VML Risk Management Grant 4,000
Water & Wastewater Administration
$443,651
Customer Accounts
366,411
Water System Maintenance
944,323
Purchased Water
125,000
Wastewater System Maintenance
836,080
Debt Retirement-Bonds/L.T.D.
772,930
Performance Agreements 4,000
Transfers
230,105
Total Utility Fund
$3,722,500
Capital Fund:
Police Department Capital Outlay $22,000
Street Mountain View Road Imp 350,000
Street Department Capital Outlay 129,698
Economic Development Capital Outlay 18,000
Total Grant Fund $519,698
Stormwater Fund Administration
$94,068
Street & Road Cleaning
66,643
Operations
260,772
Debt Retirement 38,727
Total Stormwater Fund
$460,210
Total Combined Expenditures
$12,234,278
Meeting Date
May 21, 2019
Department
Human Resources
Issue
Consider adoption of a Resolution authorizing the renewal of the Town of Vinton Employees’
group health insurance coverage with The Local Choice Program for the contract year July 1,
2019 through June 30, 2020.
Summary
• This renewal year did not have an increase in premium.
• The Town will continue offering the Key Advantage 250 Plan and the Key Advantage
1000.
Attachments
Resolution
Recommendations
Motion to adopt Resolution
Town Council
Agenda Summary
RESOLUTION NO.
AT A REGULAR MEETING OF VINTON TOWN COUNCIL HELD ON TUESDAY,
MAY 21, 2019 AT 7:00 P.M. IN THE COUNCIL CHAMBERS OF THE VINTON
MUNICIPAL BUILDING, 311 SOUTH POLLARD STREET, VINTON, VIRGINIA.
WHEREAS, the Town of Vinton has participated in the State’s group health insurance program
(The Local Choice Health Benefits Program) since July 1, 1990; and
WHEREAS, each year, participants of the program are required to submit a renewal acceptance to
the Virginia Department of Human Resource Management for the new contract
year.
NOW, THEREFORE, BE IT RESOLVED, that the Vinton Town Council does hereby authorize
renewal of the Town of Vinton Employees’ group health insurance coverage with the State of
Virginia (The Local Choice Program) for the contract year July 1, 2019 through June 30, 2020.
This Resolution adopted on motion made by ______________________, seconded by
__________________, with the following votes recorded:
AYES:
NAYS:
APPROVED:
_______________________________________
Bradley E. Grose, Mayor
ATTEST:
_______________________________________
Susan N. Johnson, CMC, Town Clerk
Meeting Date
May 21, 2019
Department
Planning and Zoning
Issue
Consider adoption of a Resolution authorizing the Town Manager to file an application for allocation of Virginia
Department of Emergency Management (VDEM) for funding through the Federal Emergency Management Agency
(FEMA)’s Hazard Mitigation Grant Program (HMGP) for the acquisition, occupant relocation, and demolition of a
number of flood-impacted properties at the confluence of the Glade and Tinker Creeks floodway area.
Summary
Summit Design and Engineering Services will be submitting the HMGP grant application on the Town’s behalf as
part of the Vinton’s Comprehensive Community Development (CCD) Neighborhood Project. Summit is the
consulting firm that was hired in the Fall 2018 to assist the Town with the Virginia Department of Housing and
Community Development (DHCD) housing grant. The project would include approximately 19 residential units
distributed among six parcels on Cedar Avenue, Glade Street, and Etna Avenue. This area is part of the Cleveland
neighborhood currently under study for a future Community Development Block Grant (CDBG) for Neighborhood
Revitalization. The preliminary project budget is $928,965.00. Grant funds are available through the VDEM
HMGP as the result of Hurricane Florence (DR-4401) and Tropical Storm Michael (DR-4411) Emergency
Declarations.
The Town has been successful in acquiring flood-impacted properties over the years: The Midway Flood Damage
Mitigation Property Acquisition Project that included the purchase and demolition 11 residential and 1 storage
buildings located within the floodway areas of Glade and Tinker Creeks, and the installation of a backwater flood
control valve on the Norfolk Southern (NS) Corporation Railroad Culvert in the vicinity of Glade Creek and
Walnut Avenue Flood Hazard Mitigation Project that involved the purchase of 3 properties and the demolition of 2
residential structures located within the floodway areas of the Glade Creek
Attachments
Project Description and Project Area Maps
Resolution
Recommendations
Motion to Adopt Resolution
Town Council
Agenda Summary
RESOLUTION NO.
AT A REGULAR MEETING OF THE VINTON TOWN COUNCIL HELD ON
TUESDAY, MAY 21, 2019, AT 7:00 P.M., IN THE COUNCIL CHAMBERS OF THE
VINTON MUNICIPAL BUILDING LOCATED AT 311 SOUTH POLLARD STREET,
VINTON, VIRGINIA
RESOLUTION TO AUTHORIZE PREPARATION AND SUBMITTAL OF
AN APPLICATION TO THE VIRGINIA DEPARTMENT OF
EMERGENCY MANAGEMENT (VDEM) FOR HAZARD MITIGATION
GRANT PROGRAM (HMGP) FUNDS MADE AVAILABLE AS THE
RESULT OF HURRICANE FLORENCE (DR-VA-4401) AND TROPICAL
STORM MICHAEL (DR-VA-4411) EMERGENCY DECLARATIONS.
WHEREAS, the Town of Vinton has actively pursued Hazard Mitigation Grant Program
(HMGP) grant funds which have been used to relocate households in the low-lying sections of
the Town; and
WHEREAS, in that time over a million dollars of grant funds have been invested into our
community helping to reduce the number of properties subject to dangerous flooding, including
resolving flood hazards for a number of homes designated as having a Repetitive Flood Claim
(RFC) status in the National Flood Insurance Program (NFIP); and
WHEREAS, Town staff has submitted necessary preapplications to reserve the option to
subsequently submit formal applications for HMGP funding to support nineteen additional home
acquisition, relocation, and demolition projects in the low-lying areas of our community; and
WHEREAS, at their April 1, 2019 meeting, the Housing Rehabilitation Grant Management
Team reviewed data from affected properties in its proposed project area and is recommending
submittal of an acquisition, demolition, and relocation application including nineteen homes
distributed on six parcels; and
WHEREAS, the Town will not incur direct costs for the acquisition and demolition grant as the
portion not funded through the grants will be funded by homeowners; and
WHEREAS, following the application and review period, the state may offer an award for
grants, and the town must accept or decline those grant awards, but will do so not knowing
whether the state budget will fund the state match of 20%.
NOW, THEREFORE, BE IT RESOLVED, by the Vinton Town Council this 21st day of May
2019, that the Town Manager is hereby authorized to develop and submit the HMGP application
identified herein to the Virginia Department of Emergency Management (VDEM) before the
grant deadline of May 31, 2019.
BE IT FURTHER RESOLVED, that the Town Manager shall notify the Town Council of
grant awards received pursuant to the grant application considered herein and shall present the
2
grant awards to the Council at a subsequent meeting at which time the status of the state match
funds will be known and the Council will be asked to formally accept or decline the grant
awards.
This Resolution adopted on motion made by Council Member _____________, seconded by
Council Member ________________, with the following votes recorded:
AYES:
NAYS:
APPROVED:
___________________________________
Bradley E. Grose, Mayor
ATTEST:
_____________________________
Susan N. Johnson, CMC, Town Clerk
1
Meeting Date
May 21, 2019
Department
Administration
Issue
Consider adoption of Resolution approving certain pre-contract documents for the Community
Development Block Grant (CDBG) administered by the Virginia Department of Housing and
Community Development (VDHCD) for the Vinton Virginia Individual Development Accounts
Program (VIDA)
Summary
The Town applied for a $200,000 CDBG Grant through the VDHCD for the Vinton VIDA
Program in partnership with The Advancement Foundation (TAF). The Town has been awarded
the grant and is required to approve certain pre-contract documents before execution of the
Contract with VDHCD. Council needs to adopt the attached Resolution and authorize the Town
Manager to sign the necessary documents for the VIDA Grant.
Attachments
Program Design
Project Management Plan
Project Budget
Request for Prior Authorization of Costs
Resolution
Recommendations
Motion to adopt Resolution
Town Council
Agenda Summary
Vinton VIDA Program
CIG CONTRACT # 18-LI-24
Program Design
This program receives funding from the Virginia Housing Development Authority and the Community
Development Block Grant.
1
Contents
Purpose of this Document ............................................................................................................................ 3
Program Overview ........................................................................................................................................ 3
Roles and Responsibilities ............................................................................................................................. 4
The Intermediary ...................................................................................................................................... 4
Recruitment of potential candidates .................................................................................................... 4
Approve candidates for acceptance into the program ......................................................................... 4
Prepare savers to reach their savings goal within the two-year participation period ......................... 4
Provide case management and support to ensure saver retention ..................................................... 5
Assist the saver with the asset purchase .............................................................................................. 6
Provide required reporting and data to DHCD ..................................................................................... 6
DHCD ......................................................................................................................................................... 7
Enroll and support intermediary implementation ................................................................................ 7
Provide IDA account services ................................................................................................................ 7
Provide matching funds for asset purchases ........................................................................................ 7
Provide savers access to their savings in case of emergencies ............................................................ 8
The Saver ................................................................................................................................................... 9
Complete a Candidate Application ....................................................................................................... 9
Allow DHCD to open a custodial IDA account ....................................................................................... 9
Actively work to reach their savings goal within the two-year participation period ........................... 9
Complete the required training .......................................................................................................... 10
Work closely with the Intermediary on asset purchases .................................................................... 10
Work closely with the Intermediary in cases of cash emergency ....................................................... 10
Asset Goal: Homeownership ...................................................................................................................... 11
Eligible Uses of Funds.............................................................................................................................. 11
Training Requirements ............................................................................................................................ 12
Financial Management Training ......................................................................................................... 12
Asset-Specific Training ........................................................................................................................ 12
2
Asset Goal: Business Development ............................................................................................................ 13
Eligible Uses of Funds.............................................................................................................................. 13
Training Requirements ............................................................................................................................ 13
Financial Management Training ......................................................................................................... 13
Asset-Specific Training ........................................................................................................................ 14
Program Funds ............................................................................................................................................ 15
Match Funds ........................................................................................................................................... 15
Administration Funds .............................................................................................................................. 15
Candidate Eligibility................................................................................................................................. 16
Desired Candidate Profile ................................................................................................................... 17
Appendix A: 200 Percent of Federal Poverty Limits .................................................................................. 19
Appendix B: 2018 Tax Year EITC Maximum Income Limits ........................................................................ 20
3
Purpose of this Document
This program design document is intended to describe the Vinton VIDA Program (CIG
CONTRACT # 18-LI-24) whereas the Town of Vinton (local governing body) has procured The
Advancement Foundation (TAF) as the sole service provider to carry out all grant-related
activities. More details on these topics as well as program operations are provided in the VIDA
Intermediary Program Manual (Program Manual) and the VIDA Saver’s Handbook
(Handbook).
Program Overview
The Virginia Individual Development Accounts (VIDA) program is administered by the Virginia
Department of Housing and Community Development (DHCD). VIDA receives funding from
the Virginia Housing Development Authority (VHDA) and the Community Development Block
Grant (CDBG) program.
VIDA is designed to encourage savings and improve personal financial planning to help low-
wage/wealth individuals and families build productive assets in an effort to become
economically self-sufficient. VIDA provides matching funds for individuals saving into a
designated account, called an IDA, for an eligible use - home ownership or business start-up
or expansion. Matching funds are provided to increase savings and to help individuals build
assets more quickly.
VIDA provides $8 in match for every $1 the participant saves; match cannot exceed $4,000 per
saver, per lifetime. Individuals who successfully purchase one asset through VIDA may also
reapply for the purchase of a different asset provided they do not exceed the $4,000 in match
funds. Up to two eligible individuals in a household may participate. VIDA accounts are
generally available on a first-come, first-serve basis.
DHCD works through local service providers (intermediaries) who recruit, determine eligibility
of, support, and train the savers. Once a saver is enrolled in the program, DHCD opens the IDA
on behalf of the saver at VCC Bank. All savers receive financial management training that
includes such topics as improving credit, setting up a budget and savings schedule, and the basics
of money management. In addition, they must attend training that is specific to the asset for
which they are saving (e.g. how to start a small business; buying and maintaining a home).
4
Roles and Responsibilities
The Intermediary: The Advancement Foundation (TAF) for the Town of
Vinton VIDA Program
Saver recruitment, eligibility determination, case management, and direct services are the key
responsibilities of VIDA intermediaries. VIDA is intended to supplement and work in tandem
with other services and programs provided by the selected VIDA intermediaries to offer a
comprehensive strategy for low-wage families to achieve self- sufficiency.
The Advancement Foundation is expected to graduate at least 37 savers (LMI persons) by the
end of the second contract year as the intermediary for the Town of Vinton VIDA Program.
Recruitment of potential candidates
Active and on-going marketing of VIDA to current customers of the organization.
Approve candidates for acceptance into the program
a. Screen, determine and verify eligibility of candidates using the VIDA Candidate
Application; candidate eligibility is based on household income and net worth eligibility;
b. Enter the candidate’s application information into the VIDA On-line Management System
(VOMS) in a timely manner in order to notify DHCD to allocate a savings slot for this
individual;
c. Establish and maintain a secure filing system for the applications of all savers approved by
the intermediary; maintain the application and all documentation used to determine and
verify eligibility; savings goal, action plan, financial information, records of training
attendance, progress and follow-up reports on the use of the funds for monitoring by DHCD.
d. Continue to work with savers not ready for participation to address barriers to position them
to be successful applicants and savers at some future time.
In order to successfully accomplish these responsibilities, intermediaries are expected to have a
clear understanding of all eligibility requirements and of the VIDA candidate application and
VIDA database interface.
Prepare savers to reach their savings goal within the two-year participation
period
a. Develop, with each saver, a personalized action plan /timeline Savings Plan, with target
completion dates, that includes at a minimum:
5
• A budget, with a monthly savings deposit of at least $25 of earned income every
calendar month. Qualified sources of savings are defined under Enrolled Saver
Responsibilities.
• Each activity necessary for the saver to reach their identified goal. This would include
required training, credit repair, annual use of EITC or other tax credits as appropriate as
outlined in the Intermediary Program Manual.
b. Review monthly the savings balance information from DHCD with the saver as well as
progress on personalized action plan /timeline and work with the saver to address issues in a
timely fashion.
c. Provide training, or partner with an organization that can provide training, in basic financial
management including topics such as personal financial management training, budgeting
and credit repair, loans and grant resource development, and personal financial planning
(i.e., savings and investments, insurance, wills, and tax planning). Recommended curricula
are outlined on page 13.
d. Provide training or partner with an organization that can provide asset-specific training for
the appropriate asset goal.
e. Provide enrolled savers services and/or technical assistance targeted to their particular
savings goal, such as housing counseling or micro-enterprise services, to develop asset
management skills.
In order to successfully accomplish these responsibilities, intermediaries are expected to have a
clear understanding of all the details of the Saver’s Handbook and maintain regular contact with
each saver as outlined in the Intermediary Program Manual.
Provide case management and support to ensure saver retention
a. Use escalating counseling to reach out to savers that have missed a monthly deposit and alert
DHCD of any extenuating circumstances. After three consecutive months of deposits are
missed, DHCD will terminate the saver’s participation.
b. Encourage and assist savers in switching goals if they are having considerable difficulty in
saving for their current asset rather than completely withdrawing from the program. For
example, encourage a participant who cannot save enough to purchase a home to consider
using savings for a small business. In such cases, the saver would need to receive the
appropriate asset training for the new goal.
c. Help savers find other sources of assistance to address cash emergencies rather than making
an emergency (non-qualified) withdrawal from their VIDA account. If no alternative
6
means exist, assist the saver in requesting an emergency withdrawal of the saver's funds.
Emergency withdrawals are considered on a case-by-case basis for medical care, payments
necessary to prevent eviction, or for living expenses following the loss of employment. In
the case of an emergency withdrawal, the saver may access only the funds deposited into
their IDA. Match is NOT provided in such cases.
Assist the saver with the asset purchase
a. Assist savers with identifying the best asset to purchase and help the saver receive other
available financial resources.
b. To every extent possible, counsel the saver to use a reputable vendor with a proven track
record for provision of the service or product, and in the case of a home or other purchase
requiring a contract, review the contract to ensure fair and reasonable treatment of the saver.
Should vendors default on provision of the goods and services after receipt of payment of
match and savings, DHCD reserves the right to seek repayment of lost match funds from the
saver.
c. Help the saver submit an accurate and complete Qualified Withdrawal application to DHCD
within the adequate timelines specified in the Saver’s Handbook and the Intermediary
Program Manual. DHCD cannot process any matched withdrawal requests UNTIL the
saver’s account has been open for six months. Intermediaries are responsible for submitting
the request to DHCD on behalf of the saver no later than five business days after receiving it
from the saver.
d. Receive and file in the saver’s file the documentation of proof of completion of the asset
purchase.
Provide required reporting and data to DHCD
Provide a monthly report on training and technical assistance activity and any other pertinent
program activity to DHCD, including additional information on savers as requested by DHCD.
7
DHCD
Provision of match funds, negotiating and managing the financial institution relationships,
opening and providing account information on the IDAs, and program marketing and partnership
building are DHCD’s main responsibilities. These activities are performed with the support of
the partners mentioned earlier. Each of these items is discussed in more detail in the VIDA
Intermediary Program Manual and Saver’s Handbook.
Enroll and support intermediary implementation
a. Review applications for intermediary acceptance into the program as they are submitted.
DHCD will notify the applicant of approval/denial within two months from the date DHCD
receives the final, complete application.
b. Provide appropriate guidance materials and forms for VIDA program implementation
including the Program Design, Intermediary Program Manual, Saver’s Handbook and
others as needed.
c. Provide regular training on all aspects of program eligibility, expectations, best practices,
EITC and other resources, and use of the electronic database interface.
d. Provide monthly savings balances for the intermediary’s savers.
e. Market the VIDA program and intermediaries throughout the state through press releases,
PSAs, brochures, posters and events and provide marketing material to intermediaries.
f. Provide $600 in administrative support for each saver that completes their asset purchase (i.e.
graduates).
Provide IDA account services
a. Open custodial IDA accounts on behalf of savers at VCC Bank
b. Provide monthly savings statements to savers that shows beginning balance; total deposits for
the period (savings & interest); total withdrawals for the period (emergency withdrawals or
saver’s portion of asset purchase withdrawals; match earned as well as savings tips, strategies
and information on free tax preparation.
Provide matching funds for asset purchases
Provide match funds for qualified asset purchase at a ratio of $8 for every $1 saved by the saver
by approving withdrawal requests. DHCD makes payment of the savings and match directly to
the vendor. Savers must have had their IDA account open for at least six months and completed
their training requirements before matched withdrawals can be made.
8
Provide savers access to their savings in case of emergencies
Process emergency withdrawal requests on behalf of savers. DHCD will generate a payment of
the requested amount to the saver.
9
The Saver
A serious commitment to reducing debt and changing their spending and savings habits, a
willingness to seek assistance, and the ability to save at least $25 per month for one year are the
main responsibilities of VIDA savers (6 month minimum saving period). Savers must work
through The Advancement Foundation (local intermediary) for all aspects of their participation
in VIDA. Activities are performed with the support of the intermediary; however only a serious
commitment to the concept and process of VIDA leads to the success and ultimately the
ownership of the savers selected asset. Details on each of these items are discussed in more detail
in the Saver’s Handbook.
Complete a Candidate Application
Provide complete and accurate information on the VIDA Candidate Application and supply the
appropriate documentation about your finances, household income and household net worth.
VIDA accounts are available on a first come/first serve basis, so it is important to complete the
VIDA Candidate Application in its entirety and be able to provide the VIDA Intermediary with
all the pertinent information requested on the application. Delays in providing this information
will delay the intermediaries’ ability to qualify the applicant for the program and request an IDA
slot from DHCD.
Allow DHCD to open a custodial IDA account
Allow VCC Bank to host your IDA account. DHCD opens a custodial IDA account on behalf of
the saver VCC Bank, which has agreed to waive their standard minimum balance requirements
and all account fees for a period of two years from the date the account is opened.
Actively work to reach their savings goal within the one to two year
participation period (minimum participation period of 6 months)
a. Develop, TAF, a personalized action plan/timeline, with target completion dates, that
specifies at a minimum:
• A budget, which includes a monthly savings amount of at least $25 of earned income
every calendar month. Qualified sources of savings are defined under Enrolled Saver
Responsibilities.
• Each activity necessary to prepare the saver to reach the identified goal. This would
include required training, credit repair, annual use of EITC or other tax credits as
appropriate.
10
b. Save at least $25 per month. All savings must be earned income, which includes wages,
salaries, or professional fees, and other amounts received as compensation for personal
services actually rendered. DHCD considers Earned Income Tax Credit or other refunds as
earned income.
c. Review savings statements from DHCD as well as progress on the personalized action
plan/timeline with the intermediary. Contact their intermediary for assistance immediately if
experiencing difficulty saving as planned or if they miss a monthly deposit. If an enrolled
saver fails to make the minimum monthly deposit for three consecutive months, that saver
will be terminated from the program.
Complete the required training
Each saver is required to successfully complete a financial management course and a course that
is related to the purchase of their chosen asset. More information about the required training is
presented under the information about the specific assets – Homeownership and Business
Development beginning on page 12.
Work closely with the Intermediary on asset purchases
a. Notify the intermediary as soon as possible about plans to make an asset purchase. The IDA
must be open for at least six months before DHCD will accept a request for matched
savings/qualified withdrawal request. DHCD pays the IDA savings and match to the vendor
directly and will NOT reimburse savers for asset purchases outside of the required process
outlined in the Saver’s Handbook.
b. Provide all the requested information on the Qualified Withdrawal Form and submit the form
to the intermediary following the submission timeline guidelines in the Saver’s Handbook.
c. Provide the intermediary with the required documentation as proof of the asset purchase.
Work closely with the Intermediary in cases of cash emergency
a. Notify the intermediary immediately if you need to make a withdrawal of your savings for
emergency purposes such as for medical care, for payments necessary to prevent eviction, or
to meet living expenses following loss of employment.
b. Consider using other community resources rather than savings.
c. If no alternative means exist, submit a Non-qualified Withdrawal form to the intermediary.
The intermediary submits this completed form to DHCD for withdrawal of the requested
amount of savings. No match funds will be available.
d. Repay the IDA in three to six months depending on the nature of the emergency.
11
Asset Goal: Homeownership
Eligible Uses of Funds
Matching funds and personal savings for home ownership must be used as down-payment
assistance or for the qualified acquisition costs of purchasing a home.
Qualified acquisition costs are the costs of acquiring a principal residence and include any usual
or reasonable settlement, financing, or other closing costs. A principal residence is the main
residence to be purchased by the saver where the total qualified acquisition costs do not exceed
120 percent of the average area purchase price applicable for the Virginia-based residence. This
definition is included to protect the saver from fraudulent or discriminatory lending.
While a variety of items are qualified acquisition costs, the best use of VIDA funds is as the
down payment. Most of the items below are one-time transactions that have little or no impact
on the size of monthly mortgage payments. Using VIDA funds for down payment allows savers
to triple the impact of their funds on the size of the mortgage and mortgage payment.
Qualified Acquisition Costs: Non-qualified Costs:
Savers often combine many sources of financial assistance in addition to VIDA funds and it is
important to use all funds strategically so that VIDA funds can be used at the closing.
A first-time homebuyer is an individual who has not purchased nor owned a home within the last
consecutive three years. The home purchased must be located within the state of Virginia.
Match will be available at an 8:1 ratio, with a cap of $4,000 per individual and a maximum of
two individual participants per household.
12
Training Requirements
Financial Management Training
In addition to working directly with The Advancement Foundation (local intermediary) on
budgeting and credit repair, every enrolled saver is required to successfully complete financial
management training.
The intermediary should provide the required training or partner with an organization that can
provide the required training. The saver should contact the intermediary about enrolling in this
training. This training should consist of at least 8 hours of education and address at least the
following topics:
• Household budgeting
• Goal setting
• Financial institution services
• Saving and interest
• Credit repair and debt management
• Asset planning
DHCD strongly recommends the use of one of the following financial management curriculum:
• FDIC Money Smart: A Financial Education Program, for more information go
to: www.fdic.gov/consumers/consumer/moneysmart
• Money Management International’s Financial Wellness in 30 Steps, for more information go
to: http://www.moneymanagement.org/
• NeighborWorks Financial Capability Program, for more information go to: www.nw.org
Asset-Specific Training
Savers planning to purchase a home should receive at least 6 hours of home ownership training
to include such topics as: qualifying for a mortgage, affordable housing opportunities, finding
and selecting a home, mortgage financing options, loan closing, and post-purchase success.
The Advancement Foundation should provide the required training or partner with an
organization that can provide the required training. The saver should contact the intermediary
about enrolling in this training.
13
Asset Goal: Business Development
Eligible Uses of Funds
Matching funds and personal savings for business development may be used to start-up or
expand a Virginia-based business or self-employment venture for a participant. For example, a
micro-enterprise IDA can be used to capitalize a business and may be used in conjunction with
other sources, including loan funds. Qualified expenses for the micro-enterprise and small
business savers include business inventory and equipment purchases.
Qualified expenses for business savers: Non-qualified expenses for business savers:
carry out the daily operations of the business
necessary to carry out the daily operation of the
business
Training Requirements
Financial Management Training
In addition to working directly with The Advancement Foundation on budgeting and credit
repair, every enrolled saver is required to successfully complete financial management
training. TAF will provide the required training or partner with an organization that can provide
the required training. The saver should contact the intermediary about enrolling in this training.
This training should consist of at least 8 hours of education and address at least the following
topics:
• Household budgeting
• Goal setting
• Financial institution services
• Saving and interest
• Credit repair and debt management
• Asset planning
14
DHCD strongly recommends the use of one of the following financial management curriculum:
• FDIC Money Smart: A Financial Education Program, for more information go
to: www.fdic.gov/consumers/consumer/moneysmart
• Money Management International’s Financial Wellness in 30 Steps, for more information go
to: http://www.moneymanagement.org/
• NeighborWorks Financial Capability Program, for more information go to: www.nw.org
Asset-Specific Training
Savers planning to pursue business development should receive at least 6 hours in relevant small-
business training programs through a Virginia Small Business Development Center, The
Advancement Foundation, SCORE program, or micro-enterprise development program (see
DHCD website). Topics should include: legal structure selection, estimated start-up costs,
market research, marketing, insurance needs, financial projections, taxation, etc. The outcome of
training should be the development of a business plan.
The plan must be reviewed by one of these entities before the saver may use it as the basis for a
qualified withdrawal request. The business plan should include a list of the desired equipment
and inventory the saver plans to purchase under VIDA. The business plan should justify the
need for the purchase of the inventory and or equipment listed in the business plan. For
example, the company is an event planning company specializing in weddings; therefore, they
are requesting an advertisement within a bridal magazine. The participant must submit their
business plan to the intermediary for review at least two weeks prior to making a qualified
withdrawal request. The intermediary will forward the business plan to DHCD and DHCD
reserves the right to request additional details prior to processing the match request. VIDA funds
must not be used for illegal and/or fraudulent businesses.
15
Program Funds
Match Funds
Savers are limited to a maximum of $4,000 match from VIDA at a rate of $8 for each $1 saved.
Intermediaries may supply additional in-kind match from other sources. However, these dollars
cannot be counted as savings to obtain match funds. Match funds are not paid to the saver, but
directly to the vendor that provides the eligible asset identified in the savings plan.
Match funds will be forfeited if an account is closed at the discretion of the enrolled saver prior
to the completion of the IDA program; for failure, without good cause, to meet the minimum
savings amount; not fulfilling workshop training requirements; and/or not taking the actions
specified in the savings plan that will lead to the asset purchase.
Administration Funds
DHCD will pay VIDA intermediaries administration and training funds of $600 per saver based
on completion of an asset purchase and receipt of documentation showing the asset
transaction was completed. Payment procedures are discussed in detail in the Program
Manual.
16
Candidate Eligibility
In order to be eligible for the VIDA program, the candidate must be:
• U.S. citizen or legal alien and a Virginia resident
• 18 or older
• Earning income from full, part-time or self-employment.
In addition, the candidate’s household must have:
• Total household income at 200% of the poverty level (see Federal Poverty Level
Chart on page 20); OR be:
• TANF Households: If candidate’s household is eligible for Temporary Assistance
for Needy Families (TANF), then you meet the household income limits, however
the candidate must have earned income as well; OR
• Earned Income Tax Credit (EITC) or Free and Reduced School Lunch
Households: If your household filed for the EITC or was eligible for EITC based
on the previous year’s tax return or receives Free and Reduced School Lunch,
then you meet the program’s household income limits; and
• Household net worth (excluding the value of the primary residence and one
vehicle; what is owed on these items is included) is less than $10,000. If the
household is eligible for TANF, it will also meet the net worth requirement.
Household income and earned income are different. Below are two charts that show what counts
as earned income for the saver (Chart 1) and what must be included as part of the income for the
household (Chart 2).
17
Up to two members of an eligible household are eligible to participate in the VIDA Program
provided each has earned income
Desired Candidate Profile
The ability of the individual to obtain the asset within one to two years should be a factor in the
intermediary’s decision to move forward in the enrollment process. This is of particular
importance for the purchase of a home which requires considerable resources beyond the savings
in VIDA.
Debt reduction should always come first. All eligible individuals are encouraged to participate in
the VIDA program but if a candidate cannot realistically pay down debt AND save enough to
complete the program in two years, the candidate should focus on debt reduction. Once debt has
been reduced, the candidate will be in better condition for VIDA participation.
Besides lower debt, there are other characteristics that make for successful VIDA candidates.
These include:
• stable employment;
• established long-term goals for themselves and their children;
18
• strong desire to purchase a home or start a small business;
• desire to improve their money-related knowledge and skills;
• credit history acceptable to most lenders for their asset purchase OR have the desire and
ability to address credit issues in a timely manner;
• ability to consistently make a deposit of at least $25 or more per month from earned income
19
.
Appendix A: 200 Percent of Federal Poverty Limits
Individuals seeking to participate in VIDA must have household incomes at the time of
enrollment at or below the annual or monthly amounts related to household size that are listed in
the following chart. These amounts represent 200 percent of the federal poverty limit and are
updated annually each spring.
200 Percent of Federal Poverty Limits
Effective for 2018
household allowed annually allowed monthly
income for each additional person $8,640 $720
20
Appendix B: 2018 Tax Year EITC Maximum Income Limits
These numbers change annually so you must use the most current numbers listed at:
www.irs.gov.
Internal Revenue Service 2018 Tax Year EITC Qualifying Maximum Income Limits
Single Tax Payer Amount Married Filing Jointly Amount With or Without Qualifying Children
$49,194 $54,884 married filing jointly With three or more qualifying children
$45,802 $51,492 married filing jointly With two qualifying children
$40,320 $46,010 married filing jointly With one qualifying child
$15,270 $20,950 married filing jointly With no qualifying children
Rev. 06/30/2014 Appendix 13: Project Management Plan
1
Appendix 13
PROJECT MANAGEMENT PLAN
Project Management Plan
One of the most important Pre-Contract Activities is the development of a comprehensive and
practical Project Management Plan. It lets the Project Management Team know where the
Team is going and how it will get there by stipulating the roles and responsibilities of all the
individuals involved in the project and sets forth when and how all activities will be
implemented.
The Plan must include at least the following components:
The identity, roles and responsibilities of all persons involved in the implementation of
the project;
The identity of target dates for completion of key tasks;
The method by which the chief executive and grant manager will oversee and monitor
all aspects of the project to assure timely and effective implementation;
The identity of specific project benchmarks by which the administration and
implementation of the project will be tracked and analyzed. Benchmarks should be
specific dates by which tasks and subtasks will be completed;
The method for design and construction contract administration including surveying
and additional engineering, plan review, bidding, change order approval, and local
government inspection and oversight;
An identification of potential problems and complexities inherent in the project, and
an analysis of how these will be anticipated and mitigated;
The method by which local government officials, including the chief administrator of
the locality, will be kept informed of the status of the project;
The process for review, approval and payment of invoices related to all project
expenditures; and
A timetable for expenditure of administrative funds based on benchmark
accomplishments.
The Grantee should recognize that different kinds of projects will require that different
elements be included in the Plan. For example, all housing projects will need to address the
Rev. 06/30/2014 Appendix 13: Project Management Plan
2
role of the Housing Rehabilitation Oversight Board and industrial job creation projects will
need to address the timing and completion of the private investment. Steps in Completing the Plan
The Project Management Plan must be developed with the direct input of all involved
individuals. Each person with task responsibilities must recognize and accept his or her part
and its relationship to the timely and successful completion of the project. To facilitate this,
the following steps must be a part of the development of the Plan:
First Project Management Team Meeting
The Team’s first meeting will be a Facilitated Management Session (FMS). It must be
attended by all persons who have a vested interest in the project and/or or have a role in the
successful completion of the project so their direct input can be obtained. At the FMS, a
Community Development Specialist/facilitator will assist the Team in identifying at least the
following three items:
Tasks to be completed so that the project activities can be completed;
Assignment of responsibility (responsibility charting) to one individual for each task
that is identified and the assignment of a support individual for each task
(responsibility may not be shared by two individuals); and
Sequencing and timing of the completion of tasks so that the project can be completed
within the framework of the CDBG Grant Agreement.
It is sometimes necessary to schedule a second meeting to ensure that all items have been
adequately covered and to ensure that the appropriate individuals are familiar with the Plan.
Once all of the information has been gathered, a Plan is drafted and submitted to DHCD for
review and approval.
Draft Plan Circulated
The Draft Plan should be circulated to all Project Management Team members to ensure that
the Plan reflects the input of individuals who will be responsible for completing tasks. Once it
does, the Plan can be submitted to DHCD for review and concurrence.
DHCD’s Concurrence of Plan
Upon receipt of the Plan, DHCD will review it for sufficiency and completeness. Any
questions regarding the Plan will be raised by the Community Development Specialist and
must be answered by the Grantee to ensure that the Plan addresses all issues.
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3
Execution of Plan
After all Project Management Team members have acknowledged that the Plan is
sufficient, accurate and reflects their commitment to complete tasks by a certain time, the
Plan must be signed at least by the Chief Administrative Official, the Grant Manager and
the Community Development Specialist. Once the Plan is executed, copies should be
distributed to all members of the Project Management Team. The Plan must be scanned
in its entirety and as a single document and uploaded into CAMS via “Reports and
Communication” as an Ad Hoc contract document.
Alternative Plan Development Process
In certain very limited projects involving an established Project Management Team with
a record of successful, timely project completion, an abbreviated process and Project
Management Plan may be acceptable. This matter must be negotiated with your
Community Development Specialist.
Revisions to the Plan
The Project Management Plan is a living document and an integral part of the grant
management process. As such, the Project Management Team is expected to review the
plan regularly and revise it as necessary. Typically, it will need to be revised under two
scenarios:
The timeline needs to be revised to reflect changes in completion dates. In this
case, the revised timeline should show both the original completion date and the
revised completion date. Amending the Plan on a regular basis is a nonproductive
use of everybody’s time so the Team should take the time to develop realistic
completion dates from the start; or
To support a request to amend the CDBG Grant Agreement. In this case, the
revised Plan must identify how the Grantee will complete its project by the
proposed deadline. Note that this requires more than simply a reassignment of
milestone dates. It requires an explanation of how individuals on the Project
Management Team will do things differently to achieve the required outcome by
the new deadline. If there has been a critical issue that has delayed the project,
the revised Plan must also identify the new, concrete approach being taken to
overcome the critical issue.
Because the Project Management Plan is an official contract document, all revisions must
be reviewed and approved by DHCD. The revised Plan must be uploaded into CAMS via
“Reports and Communication” as an Ad Hoc contract document.
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4
Project Management Plan – VINTON VIDA PROGRAM
CIG CONTRACT # 18-LI-24
Project Location
The Town of Vinton has a strong and longstanding partnership with The Advancement
Foundation (TAF) who leads, coordinates, and executes strategies to create opportunities that
provide citizens with the education and resources to fully participate in Virginia’s economy.
This project will have measurable impact locally and regionally to support growth of business
development and home ownership. Through trusted partnerships with community leaders,
urban and rural localities, nonprofit agencies, government entities, political leaders, and
corporations TAF is able to reach those who will benefit from the Virginia Individual
Development Accounts (VIDA) program.
Population total of the service area is 443,957 which are 5.2% of Virginia’s population. TAF
strategies will leverage strong local relationships into regional collaborations to advance financial
literacy and asset-based investments for those living at or below 200% poverty level.
The Town of Vinton, Roanoke County, Roanoke City, Botetourt County, Alleghany Highlands,
City of Covington, Town of Clifton Forge, Town of Fincastle, Town of Buchanan, Town of
Troutville, Bedford County, City of Bedford, Franklin County, Craig County, Rockbridge County,
City of Buena Vista, and the City of Lexington are included in the service area.
Project Description
The VIDA program is a financial education and matched savings program to assist low-income
families obtain assets such as homeownership and business development opportunities.
Participants receive financial management training while saving towards their asset goal; every
dollar saved is matched by eight dollars and up to $4,000 can be earned through the program.
The program is consistent with CDBG national objectives as it provides homeownership and
business development opportunities to low-income individuals. This program reduces the
challenges that low-income participants face in acquiring life-changing assets. Matched savings
programs are a critical training and financial resources for a community’s most vulnerable
population.
Rev. 06/30/2014 Appendix 13: Project Management Plan
5
The program will offer participants financial management training, emergency fund
development, matched savings and asset accumulation opportunities. The eight hour financial
management training will include topics on budgeting, credit repair, and tax strategy. In
addition, depending on the asset savings goal of the participant, they will receive an additional
six hours in home buyer education or business startup training. Participants will receive a total
of 14 hours of training while working with financial counselors to develop an emergency cash
fund prior to opening a VIDA account or during the six month minimum savings period after
opening a VIDA account.
Once the participant completes training, establishes an emergency cash fund, and are eligible to
participate in the program, they will open a matched savings account to make monthly deposits
towards their savings goal of $500 over a minimum time period of six months. Their savings
along with the match funds can be used to purchase a home or start a business. Specifically,
home buyers can use the funds towards their closing costs and/or down payment on their first
home. Business startups or existing business owners can use their funds towards their business
equipment and inventory needs.
Individual Development Accounts (IDA) are typically administered by a community
development nonprofit that works directly with participants to ensure their successful
completion of the program. The Town of Vinton has sub-contracted with The Advancement
Foundation (TAF) to provide this service (sole service provider). TAF will market the program,
accept applications, enroll savers, and counsel and coach participants through the savings
process. In turn, TAF will implement the program in conjunction with DHCD’s existing VIDA
program. TAF will utilize DHCD’s current program structure, policies, forms, and banking
partners. This will streamline administrative duties and ensure the program’s readiness.
Virginia Community Capital (VCC) Bank will provide the savings accounts for participants.
VCC has an agreement with DHCD to setup savings accounts and waive fees for these
accounts.
The Town of Vinton is requesting a total of $200,000 for this application. Of this amount,
$170,000 will be used for matching and training funds. The remaining $30,000 will be used for
administrative funds. The proposed project’s match rate will be 8:1. Therefore, every one dollar
the participant saves will be matched with eight dollars from the operation funding. The
maximum match award per participant will be $4,000. This match rate will require participants
to save $500 of their own funds in order to earn the maximum match award of $4,000.
At the completion of the program, the VIDA program will graduate 37 participants. The
participants will have completed 14 hours of financial management training, established an
emergency savings fund, enrolled in the VIDA program, and purchased an asset.
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6
The intended outcomes for this project are highly-likely, do to TAF’s capacity to implement
community development projects along with the organization’s previous experience
implementing the VIDA program.
Target Dates and Benchmarks
Marketing and Recruitment -
Existing Clients
• Market to existing clients
from our existing programs
• Word-of-mouth from
Advancement
Foundation
(TAF)
Outreach to Community
• Neighborhood outreach
through community
resource centers
• Post flyers on community
bulletin boards
• Target referral agencies
•
Advancement
Foundation
(TAF)
• Evening meetings held to
inform interested candidates
of program
Advancement
Foundation
Sessions/Eligibility Screening
• Scheduled individual
meetings to review
application and financial
situation to determine
Advancement
Foundation
(TAF)
• Work with DHCD to open
IDA savings accounts via
VCC
Advancement
Foundation
• Schedule financial
management classes (eight
hours)
Advancement
Foundation
Training
• Schedule asset-specific
trainings business or
homeownership
Advancement
Foundation
(TAF)
One-on-One
• Conduct monthly saver
contact via email, phone, in-
Advancement
Foundation
(TAF)
Rev. 06/30/2014 Appendix 13: Project Management Plan
7
• Assist with purchase
process between saver and
DHCD
Advancement
Foundation
• Complete asset
purchasing process for
business startup or
Advancement
Foundation
(TAF)
2020
VIDA
• Assist with the generation
of reports for VIDA
Advancement
Foundation
2020
CDBG
• Assist with the generation
Advancement
Foundation
2020
Capacity
The Advancement Foundation (TAF) is located within the Town of Vinton. Over the years, the
Town of Vinton and TAF representatives have successfully partnered on numerous community
and economic development activities. TAF was incorporated in 2007 as a 501(c)3 with the
mission to strengthen equitable, environmentally sound and economically viable enterprises
through finance and development. TAF’s goal is to advance community development by
providing gap financing, education and technical assistance to businesses that contribute
significantly to the local economy through job creation and retention, diversification of
employment, wealth creation, and community revitalization.
TAF provides comprehensive technical assistance, coaching and training services to all of its
clients, which includes business plan development, consulting services, loan packaging, and
post-loan monitoring and mentoring. TAF builds relationships with clients through one-on-one
meetings to discuss the entrepreneur’s goals. TAF then works with clients to create their
business plan, cash flow projections and completion of a loan application (if desired). TAF
assists clients to identify gaps within business plans, gain access to available local resources,
and to find creative approaches to decreasing the amount of debt needed for their business.
TAF assists with marketing plan development, partnership identification (when needed),
specific questions around business and legal structures, local zoning, and other regulatory
issues.
TAF desires to create a tool box of resources for their clients and the VIDA program is the
perfect tool to add. This opportunity will allow TAF to offer a combination of education and
access to capital to an underserved market.
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8
Since 2012, TAF has been a VIDA intermediary with a successful track record. The
organization boasted an 86 percent graduation rate. Out of the graduates, 66 percent were
business savers who started businesses including drone photography, graphic design,
construction, lawn care, textiles, food trucks, and food manufacturing such as kombucha.
During the last statewide VIDA grant, TAF’s graduates expended $149,181 in matching funds.
Roles
The Advancement Foundation has the experience and expertise to implement the program. The
staff includes: Annette Patterson (President), Kelly Turner (Director of Resource Development
and Excel Life Coach), Kathleen Carr (Director of Small Business Development and Excel Life
Coach), Judy Wood (Vice President), and Missy Paxton (AmeriCorps State member).
TAF will be the Grant Manager and will work closely with the Chief Executive, Barry
Thompson of the Town of Vinton, to oversee and monitor all aspects of the Vinton VIDA
Program to assure timely and effective implementation (Barry Thompson will be the Grant
Administrator).
TAF will perform all grant activities including recruiting, intake, coordinating, training,
reporting, and asset purchasing. A Steering Committee will help oversee the management of
this project and will include representatives from TAF, the Town of Vinton, Botetourt County,
Roanoke County, and Alleghany County. The Management Team/Steering Committee will
meet regularly through the completion of this project.
Implementation
The framework necessary to implement the VIDA program is established. The funding source
is the missing link. The Town of Vinton and TAF have outlined and signed a partnership
agreement (attached MOU). TAF will work with DHCD to utilize the existing VIDA program
structure. DHCD has contracted with VCC bank to provide IDA savings accounts to all
participants. TAF has the staff, community recognition, expertise, experience, capacity,
commitment, and infrastructure to carry out all of these activities.
The roles and experience of the staff involved in the program have been discussed in the
Capacity section. The IDA coordinator will manage the VIDA caseload. All other staff has
significant experience with the program. The IDA coordinator is familiar with DHCD’s
application and reporting requirements. In addition, all staff is trained in grant compliance
along with being experts in their subject matters.
TAF is a long-standing and well-known organization within the Roanoke Valley-Alleghany
region. This specifically includes city governments, local business, churches, and financial
institutions. TAF’s work of supporting local entrepreneurs has generated increased community
attention and appreciation.
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9
TAF has successfully implemented the VIDA program as an intermediary organization with
DHCD. Staff members are trained counselors and coaches in order to provide VIDA services.
TAF is proposing to administer 37 savers during the program term. This would be a slight
increase over TAF’s previous VIDA performance.
TAF’s mission is to work in partnership with individuals and community partners to create
opportunity for viable enterprises through finance and development. The VIDA program fits
perfectly with this mission and the organization has a long-standing commitment to offering
these assets building tools. The necessary program infrastructure is in place to begin offering
the VIDA program to participants.
Project Activities
Community Outreach and Recruitment. TAF will distribute information regarding the VIDA
program to its existing clients, new prospective clients and partner organizations. TAF will also
host information sessions to orient clients to the program. TAF anticipates most of its
participants for the VIDA program will be recruited from its current client base and from
referrals with community partners. TAF believes people who are active are the best candidates
for the VIDA program because they have demonstrated their motivation and abilities and many
have identified career paths that will require training/education or business capitalization.
Additionally, clients referred to TAF from our community partners are also viable candidates as
they usually have employment and the knowledge and motivation needed to succeed in a long-
term commitment.
In addition to the recruitment efforts aimed at existing clients, TAF also conducts extensive
outreach and marketing about its programs to find new participants and to educate the
community about VIDA and asset building strategies. Methods include:
TAF will host a free, quarterly VIDA information workshop
TAF will conduct workshops on how to use EITC to open a VIDA account
Neighborhood outreach through community resource centers
Post flyers on community bulletin boards where target populations congregate
Distribute brochures to community partners who serve as referral agencies
Conduct information sessions at facilities central to each target population
Participate in community resource fairs
Word-of-Mouth from current clients
Contact government agencies and partner organizations, work with target
populations, and schedule presentations for staff members and clients at their
facilities
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10
Screening and Selecting VIDA participants. TAF will conduct orientation sessions at our
offices and throughout the community to promote TAF programs. The VIDA program is
introduced at each of the sessions as a way to access capital. Any interested parties from the
general orientation are referred to the Director of Resources and Excel Life Coaches for further
screening.
TAF will also offer VIDA informational workshops that will be held at TAF offices across the
Roanoke Valley-Alleghany Region and at the offices of community partner programs.
Additionally, an orientation session specifically about the VIDA program is held during TAF
program training sessions and Financial Peace University classes. All participants who
complete the training will be invited to apply to the VIDA program if they meet the program’s
eligibility requirements.
Participants will complete financial literacy training prior to or after opening a VIDA savings
account which is a mandatory component of a completed the VIDA program. At the time of
program application, the client participates in an intake interview with the Director of Resource
Development. The purpose of this interview is to discuss the client’s interests, goals, family,
work history, service needs, and other relevant information. Additionally, Excel Life Coaches
work with the client to identify barriers that may interfere with their pursuit of economic
independence. Once the interview is complete, the Director of Resource Development will
decide if the applicant appears to be a good candidate for the program, and if so, they will be
selected and notified of their acceptance into the VIDA program.
Consultation and Savings Plan Agreement. Once selected for participation in the VIDA
program, the client meets one-on-one with the Director of Resource Development to develop
their savings and asset goals. TAF works with the client to ensure that they establish realistic
savings goals that are a true reflection of their current financial situation. Additionally, TAF
helps the client concretize their plan for training and education, business startup and expansion,
and will also work with community partners to provide the client with the best support and
training possible. At the culmination, the client will sign the Savings Plan Agreement. The
Savings Plan Agreement states that the client:
Will complete Financial Literacy Training
Understands the requirements of the program and agrees to open an VIDA custodial
account
Understands that for every one dollar saved, VIDA will contribute eight dollars
Establishes a monthly savings goal and schedule
Understands they are making a commitment to the program in order to maximize
their savings potential
Identifies the “qualified expense” that is the asset goal
Commits to developing a budget and if necessary, pursuing credit counseling and
credit repair services
Understands they can only make a withdrawal from the VIDA account for an
authorized emergency
Rev. 06/30/2014 Appendix 13: Project Management Plan
11
Understands that if they are terminated from the program, they will receive the
money that has been saved in the VIDA account, plus interest earned on the savings,
but not any matching funds or interest earned on the matching funds
Agrees to participate in a program evaluation
Understands once they complete the program and make an asset purchase, matching
funds will be dispersed directly to the asset vendor (ex. business equipment
supplier)
Designates a beneficiary for the balance of the VIDA saver’s account in the event of
their death
Understands the grievance process
Agrees to coordinate with TAF to allow follow-up discussions on their financial
status and progress for two years after completion of the VIDA program
The Savings Plan Agreement specifically discusses the obligations of the saver and the
obligations of TAF and outlines individual goals, program requirements, and sets targets for
program participation.
Opening of the VIDA. The saver will open a “custodial savings account” at Virginia
Community Capital (VCC) Bank, which means that TAF will act on his/her behalf as a
custodian in regards to such funds in accordance with the program requirements. The custodial
account must be utilized by the client for the sole purpose of participation in the VIDA
program, not withstanding emergency withdrawals. Any nonqualified or qualified withdrawals
from the custodial account must be made jointly with TAF and DHCD. Withdrawal of funds
for any purpose requires the official signature of the saver, TAF, and DHCD. TAF via DHCD
will initiate withdrawals from the custodial account on behalf of the client. Unauthorized
withdrawals or transfers from the custodial account by the saver will result in termination from
the program and forfeiture of match funds. The participant will not have access to an ATM card
or online banking services.
Managing Accounts. Every month TAF receives from DHCD an account statement for every
VIDA participant. Based on these statements, TAF and DHCD generates monthly statements
for the participants that document their deposits, withdrawals, and the total matching funds that
participants have earned.
For every one dollar the participant saves TAF will use the CDBG grant funds and the match to
contribute eight dollars. The matching funds are not placed in the participant’s account
immediately but are kept is a separate escrow and managed by TAF. The total amount of each
client’s account and their matched savings will be recorded by DHCD using their Virginia
Individual Development Account Management System (VOMS). In calculating account
balances, all interest earned will be included in the balances owed to participants.
TAF ‘s Executive Director will work closely with the Director of Resource Development and
Excel Life Coaches to manage and monitor the financial records, savings accounts, and
qualified withdrawals associated with the VIDA program.
Rev. 06/30/2014 Appendix 13: Project Management Plan
12
Monitoring and Maintaining Savings Plans. TAF closely monitors its VIDA savers to ensure
they are maintaining their savings plans and receiving the support services they need in order to
be successful with their asset acquisition.
Each month when the Director of Resource Development receives account statements from
DHCD, they review the statements to determine how well each saver is progressing towards
their asset goal. If a saver has missed a deposit, the saver will receive a phone call from the
Director of Resource Development who will determine why the deposit was not made and if the
client needs additional support with issues that may be hindering their success.
The Director of Resource Development will make regular contact with these savers, which
ensures TAF can monitor their progress on the VIDA Program and head off potential
delinquencies.
Asset Specific Training and Support. Asset specific training and support is provided either
by TAF or by a partner agency depending on the asset. See detailed description below.
Crisis Intervention and Emergency Withdrawals. TAF has an extensive network of
community partners that provide support services to clients. The Roanoke Valley-Alleghany
region has an array of agencies that provide assistance with food, shelter, clothing, and medical
care. TAF will support clients in accessing these resources so that an emergency withdrawal
from their VIDA account is only pursued as a last resort. Additionally, if a client is on TANF
or eligible for TANF, TAF works closely with their caseworker at the Department of Social
Services to ensure he/she is receiving the appropriate benefits.
In the event the client must make an emergency withdrawal, it may only be those funds
deposited in the savers account by the participant and only for the following purposes:
Expenses for medical care or necessary to obtain medical care for the project
participant or a spouse or dependent of the participant
Payments necessary to prevent eviction of the participant, or foreclosure on the
mortgage for the principal residence of the participant
Payments necessary to enable the participant to meet the necessary living expenses
following loss of employment
Qualified Withdrawals and Asset Acquisition. Under the VIDA Program, “qualified
expenses” will be defined as follows:
a) Homeownership expenses which may include down payment and closing costs
b) Business capitalization expenses which may include equipment and inventory
When the VIDA savings/match goals have been achieved, the participant will meet with the
Director of Resource Development to arrange withdrawals for a “qualified expense.” If the
participant follows all program rules and policies, meets the necessary savings goal to purchase
the selected asset, and completes the required training, the Director of Resource Development
will file the request to DHCD and they will disperse the saver’s funds for the asset purchase.
Rev. 06/30/2014 Appendix 13: Project Management Plan
13
Match is held in escrow by TAF and paid directly to the vendor at the time of asset purchase.
Under no circumstances can funds be withdrawn from a VIDA account earlier than six months
after the initial deposit in the account by a participant.
If it appears a participant will not reach his/her final savings goal within the program
timeframes, the Director of Resource Development will meet with the saver to discuss
alternative options.
Follow Up Assistance. After the completion of the VIDA program, TAF will remain in contact
with the client providing support for two years after he/she has completed her asset purchase
and savings goals.
Signatures
At a minimum the Chief Administrative Officer, Grant Manager, Housing Program
Administrator, and Community Development Specialist on the original and a minimum of the
preparer(s) on any updates.
___________________________________________ ____________________
Barry W. Thompson, Chief Administrative Officer Date
Town of Vinton
___________________________________________ ____________________
Annette Patterson, Grant Manager Date
The Advancement Foundation
___________________________________________ ____________________
Sabrina Blackett, Housing Program Administrator Date
for Virginia Individual Development Accounts (VIDA)
DHCD
___________________________________________ ____________________
Jason Sams, Community Development Specialist Date
DHCD
Rev. 06/30/2014 Appendix 13: Project Management Plan
14
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Rev. 06/30/2014 Appendix 13: Project Management Plan
15
Rev. 04/24/2017 Appendix 3: Project Budget
1
Appendix 3
PROJECT BUDGET
Administrative Cost Limits
CDBG funding may be used to cover administrative costs in Community Improvement
Grants of all types. CDBG-eligible administrative costs are limited to 10 percent of the
total CDBG award with limits depending upon project type. Such costs are limited to:
Project Type Up to
Community Facility Competitive Grant $ 75,000
Business District Revitalization—Competitive Grant $ 80,000
Community Service Facility—Competitive Grant $ 60,000
Community Development Innovation Fund $ 30,000
$ 50,000
Urgent Need $ 50,000
Housing—Competitive Grant $ 80,000
Two-Activity Comprehensive—Competitive Grant $ 90,000
Three-Activity Comprehensive—Competitive Grant $100,000
Construction-Ready Water and Sewer Fund $ 20,000
In instances where Grantees administer projects utilizing its own staff, salaries for
persons involved in the grant are grant-eligible, provided that personnel maintain
timesheets that show total hours worked, hours worked on the grant, the employees'
signatures, and the signature of their direct supervisors. Pay must be at their regular rates.
If overtime is worked because of the grant, the grant may not be charged with the entire
overtime cost. Please consult your Community Development Specialist for the precise
overtime formula.
Rev. 04/24/2017 Appendix 3: Project Budget
2
Appendix 3 -Project Budget
Vinton VIDA Program
CIG Contract #18-LI-24
The Town of Vinton is requesting a total of $200,000 for this application. Of this amount,
$170,000 will be used for matching and training funds. The remaining $30,000 will be used for
administrative funds. The proposed project’s match rate will be 8:1. Therefore, every one dollar
the participant saves will be matched with eight dollars from the operation funding. The
maximum match award per participant will be $4,000. This match rate will require participants
to save $500 of their own funds in order to earn the maximum match award of $4,000.
At the completion of the program, the VIDA program will graduate 37 participants. The
participants will have completed 14 hours of financial management training, established an
emergency savings fund, enrolled in the VIDA program, and purchased an asset.
The intended outcomes for this project are highly-likely, do to TAF’s capacity to implement
community development projects along with the organization’s previous experience
implementing the VIDA program.
Administration Funds
DHCD will pay VIDA intermediaries administration and training funds of $600 per saver based
on completion of an asset purchase and receipt of documentation showing the asset transaction
was completed. Payment procedures are discussed in detail in the VIDA Program Manual.
Match Funds
Savers are limited to a maximum of $4,000 match from VIDA at a rate of $8 for each $1 saved.
Intermediaries may supply additional in-kind match from other sources. However, these
dollars cannot be counted as savings to obtain match funds. Match funds are not paid to the
saver, but directly to the vendor that provides the eligible asset identified in the savings plan.
Match funds will be forfeited if an account is closed at the discretion of the enrolled saver prior
to the completion of the IDA program; for failure, without good cause, to meet the minimum
savings amount; not fulfilling workshop training requirements; and/or not taking the actions
specified in the savings plan that will lead to the asset purchase.
Rev. 04/24/2017 Appendix 3: Project Budget
3
2019 Target Dates and Benchmarks
Marketing and Recruitment -
Existing Clients
• Market to existing clients
from our existing programs
• Word-of-mouth from
Advancement
Foundation
(TAF)
Outreach to Community
• Neighborhood outreach
through community
resource centers
• Post flyers on community
bulletin boards
• Target referral agencies
•
Advancement
Foundation
(TAF)
• Evening meetings held to
inform interested candidates
of program
Advancement
Foundation
Sessions/Eligibility Screening
• Scheduled individual
meetings to review
application and financial
situation to determine
Advancement
Foundation
(TAF)
• Work with DHCD to open
IDA savings accounts via
VCC
Advancement
Foundation
• Schedule financial
management classes (eight
hours)
Advancement
Foundation
Training
• Schedule asset-specific
trainings business or
homeownership
Advancement
Foundation
(TAF)
One-on-One
• Conduct monthly saver
contact via email, phone, in-
Advancement
Foundation
(TAF)
• Assist with purchase
process between saver and
DHCD
Advancement
Foundation
Rev. 04/24/2017 Appendix 3: Project Budget
4
• Complete asset
purchasing process for
business startup or
Advancement
Foundation
(TAF)
2020
VIDA
• Assist with the generation
of reports for VIDA
Advancement
Foundation
2020
CDBG
• Assist with the generation
Advancement
Foundation
2020
Eligible Uses for Program Funds for Business Development
of Homeownership:
Asset Goal: Business Development
Eligible Uses of Funds
Matching funds and personal savings for business development may be used to start-up or
expand a Virginia-based business or self-employment venture for a participant. For example, a
micro-enterprise IDA can be used to capitalize a business and may be used in conjunction with
other sources, including loan funds. Qualified expenses for the micro-enterprise and small
business savers include business inventory and equipment purchases.
Qualified expenses for business savers: Non-qualified expenses for business savers:
carry out the daily operations of the business
necessary to carry out the daily operation of
the business
12/03/2012 Appendix 3: Project Budget
5
Asset Goal: Homeownership
Eligible Uses of Funds
Matching funds and personal savings for home ownership must be used as down-payment
assistance or for the qualified acquisition costs of purchasing a home.
Qualified acquisition costs are the costs of acquiring a principal residence and include any
usual or reasonable settlement, financing, or other closing costs. A principal residence is the
main residence to be purchased by the saver where the total qualified acquisition costs do not
exceed 120 percent of the average area purchase price applicable for the Virginia-based
residence. This definition is included to protect the saver from fraudulent or discriminatory
lending.
While a variety of items are qualified acquisition costs, the best use of VIDA funds is as the
down payment. Most of the items below are one-time transactions that have little or no impact
on the size of monthly mortgage payments. Using VIDA funds for down payment allows
savers to triple the impact of their funds on the size of the mortgage and mortgage payment.
Qualified Acquisition Costs: Non-qualified Costs:
Savers often combine many sources of financial assistance in addition to VIDA funds and it is
important to use all funds strategically so that VIDA funds can be used at the closing.
12/03/2012 Appendix 3: Project Budget
6
A first-time homebuyer is an individual who has not purchased nor owned a home within the
last consecutive three years. The home purchased must be located within the state of Virginia.
Match will be available at an 8:1 ratio, with a cap of $4,000 per individual and a maximum of
two individual participants per household.
Administrative Pay-For-Performance Budget
Marketing and Recruitment -
Existing Clients
• Market to existing clients
from our existing programs
• Word-of-mouth from
current clients
Marketing and Recruitment -
Outreach to Community
• Neighborhood outreach
through community
resource centers and
websites
• Post flyers on community
bulletin boards
• Target referral agencies
Community Resource Fairs
• Evening meetings held to
inform interested candidates
Sessions/Eligibility Screening
• Scheduled individual
meetings to review
application and financial
situation to determine
• Work with DHCD to open
IDA savings accounts via
• Schedule financial
management classes (eight
Training
• Schedule asset-specific
trainings business or
homeownership
12/03/2012 Appendix 3: Project Budget
7
One-on-One
• Conduct monthly saver
contact via email, phone, in-
• Assist with purchase
process between saver and
• Complete asset
purchasing process for
business startup or
VIDA
• Assist with the generation
CDBG
• Assist with the generation
Total
Administrative Pay-For-Performance Budget Summary
Activity Percentage of
Total
Dollar Value
recruiting, enrollment, training
sessions, coaching, asset purchasing,
reporting = $7,800) (financial/asset
education training fee- $600 per
completed training per LMI person =
(for business startup or first-time
Total
12/03/2012 Appendix 3: Project Budget
8
Signatures
At a minimum the Chief Administrative Officer, Grant Manager, Housing Program
Administrator, and Community Development Specialist on the original and a minimum of the
preparer(s) on any updates.
___________________________________________ ____________________
Barry W. Thompson, Chief Administrative Officer Date
Town of Vinton
___________________________________________ ____________________
Annette Patterson, Grant Manager Date
The Advancement Foundation
___________________________________________ ____________________
Sabrina Blackett, Housing Program Administrator Date
For Virginia Individual Development Accounts (VIDA)
DHCD
___________________________________________ ____________________
Jason Sams, Community Development Specialist Date
DHCD
12/03/2012 Appendix 3: Project Budget
9
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12/03/2012 Appendix 3: Project Budget
10
May 21, 2019
Amanda Healy
Associate Director
Virginia Department of Housing and Community Development
Program Administration and Assistance Office
600 East Main Street, Suite 300
Richmond, Virginia 23219
Re: Request for Prior Authorization of Costs
Vinton VIDA Program
CIG Contract # 18-LI-24
Dear Ms. Healy:
Please accept this letter as a formal request for authorization to incur administrative
costs prior to the execution of our Community Development Block Grant contract agreement
with the Virginia Department of Housing and Community Development. A grant offer has been
made to us under the Commonwealth of Virginia's FY 2019 Community Development Block
Grant Program.
We anticipate incurring these costs effective (June 1, 2019) but prior to execution
of a contract agreement.
1. Administration $5,000.00
Tasks performed by The Advancement Foundation and Town of Vinton:
Performance-based Project Budget
Project Management Plan and Program Design
Local Business & Employment Plan
Procurement Procedures/Advertisements
Selection Criteria/VIDA recruitment
Anti-displacement Plan
Section 504 Handicapped Requirements
Total Prior Authorized Costs (Not to exceed 15% of total budget): $5,000.00
Rev. 02/02/2017 Request for Prior Authorization
Town of Vinton
311 S. Pollard Street Vinton, VA 24179 Phone (540) 983-0607 Fax (540) 983-0646
Town Manager
Ms. Amanda Healy
Page Two
May 21, 2019
We would appreciate your approval to incur these costs and to charge them to the
grant after the signing of the grant contract agreement. We understand that these costs
will be allowed only if we have completed all requirements necessary for contract
execution within ninety (90) days of our contract negotiation meeting, unless
specifically extended by DHCD in writing.
Sincerely,
Barry W. Thompson, Chief Executive Officer
Town of Vinton
cc: (Jason Sams, DHCD Community Development Specialist)
1
RESOLUTION NO.
AT A REGULAR MEETING OF THE VINTON TOWN COUNCIL HELD ON
TUESDAY, MAY 21, 2019, AT 7:00 P.M., IN THE COUNCIL CHAMBERS OF THE
VINTON MUNICIPAL BUILDING LOCATED AT 311 SOUTH POLLARD STREET,
VINTON, VIRGINIA
WHEREAS, the Virginia Department of Housing and Community Development (DHCD) has
been authorized by the Governor of the Commonwealth of Virginia to distribute
and administer CDBG funds in the form of Virginia Individual Development
Accounts (VIDA) program; and
WHEREAS, The Town of Vinton has been awarded a $200,000 grant from DHCD to
implement a VIDA program within our region; and
WHEREAS, the Virginia Department of Housing and Development requires that Town
Council authorize pre-contract documents prior to receiving a Community
Improvement Grant (CIG) Contract and prior to distributing the grant funding;
and
WHEREAS, the Town of Vinton and The Advancement Foundation have developed a VIDA
Program Design to describe the purpose and goals of the Vinton VIDA Program;
and
WHEREAS, the Town of Vinton and The Advancement Foundation have developed a Project
Management Plan to outline the relationship between the Town of Vinton and The
Advancement Foundation for implementation and management of the Vinton
VIDA Program; and
WHEREAS, the Town of Vinton and The Advancement Foundation have developed a Project
Budget to outline the anticipated grant related expenses associated with delivering
the Vinton VIDA Program; and
WHEREAS, the Town of Vinton and The Advancement Foundation anticipate incurring
administrative costs prior to the execution of the CIG Contract and request
funding to cover those expenses be provided in advance.
NOW, THEREFORE, BE IT RESOLVED that the Vinton Town Council does hereby approve
the Program Design, the Project Management Plan, the Project Budget and the Request for Prior
Authorization of Costs for the $200,000 Vinton VIDA Program and the Town Manager is hereby
authorized, for and on behalf of the Town, to execute said documents.
2
This Resolution adopted on motion made by Council Member ______ and seconded by Council
Member _______, with the following votes recorded:
AYES:
NAYS:
APPROVED:
___________________________________
Bradley E. Grose, Mayor
ATTEST:
_______________________________________
Susan N. Johnson, CMC, Town Clerk
1
Meeting Date
May 21, 2019
Department
Administration
Issue
Consider adoption of Resolutions approving a Non-Discrimination Policy, a Residential Anti-
Displacement and Relocation Assistance Plan Certification, a Business and Employment Plan
and a Fair Housing Certification for the Vinton Virginia Individual Development Accounts
Program (VIDA)
Summary
The Town applied for a $200,000 CDBG Grant through the VDHCD for the Vinton VIDA
Program in partnership with The Advancement Foundation (TAF). The Town has been awarded
the grant and is required to approve certain policies, plans and certifications before execution of
the Contract with VDHCD. Council needs to adopt the attached Resolutions.
Attachments
Resolution - Non-Discrimination Policy
Resolution - Residential Anti-Displacement and Relocation Assistance Plan Certification
Resolution - Business and Employment Plan
Resolution - Fair Housing Certification
Recommendations
Motions to adopt each separate Resolution
Town Council
Agenda Summary
RESOLUTION NO.
AT A REGULAR MEETING OF THE VINTON TOWN COUNCIL HELD ON TUESDAY,
MAY 21, 2019 AT 7:00 PM IN THE COUNCIL CHAMBERS OF THE VINTON
MUNICIPAL BUILDING, 311 SOUTH POLLARD STREET, VINTON, VIRGINIA
WHEREAS, the Town of Vinton is preparing to carry out the Vinton VIDA (Virginia
Individual Development Accounts) Program through the use of Virginia
Community Development Block Grant Funds; and
WHEREAS, one of the requirements of the CDBG Block Grant is the adoption of a Non-
Discrimination Policy; and
WHEREAS, the Town of Vinton or any employee thereof will not discriminate against an
employee or applicant for employment because of race, color, religion, national
origin, sex, pregnancy, childbirth or related medical conditions, age, marital status,
or disability.
WHEREAS, administrative and personnel officials will take affirmative action to ensure that this
policy shall include, but not limited to the following: employment, upgrading,
demotion or transfer; rates of pay or other forms of compensation; and selection for
training.
NOW THEREFORE, BE IT RESOLVED that the Vinton Town Council does hereby adopt the
Non-Discrimination Policy and authorizes the Town Manager to execute said Policy on behalf of
the Town.
This Resolution adopted on motion made by Council Member ________________, seconded by
Council Member ____________________, with the following votes recorded:
AYES:
NAYS:
APPROVED:
Bradley E. Grose, Mayor
ATTEST:
____________________________________
Susan N. Johnson, CMC, Town Clerk
1
RESOLUTION NO.
AT A REGULAR MEETING OF THE VINTON TOWN COUNCIL HELD ON
TUESDAY, MAY 21, 2019 AT 7:00 PM IN THE COUNCIL CHAMBERS OF THE
VINTON MUNICIPAL BUILDING, 311 SOUTH POLLARD STREET, VINTON,
VIRGINIA
RESIDENTIAL ANTI-DISPLACEMENT AND
RELOCATION ASSISTANCE PLAN CERTIFICATION
WHEREAS, the Town of Vinton will replace all occupied and vacant occupiable
low/moderate-income dwelling units demolished or converted to a use other than as
low/moderate income dwelling unit as a direct result of activities assisted with funds provided
under the Housing and Community Development Act of 1974, as amended. All replacement
housing will be provided within three (3) years of the commencement of the demolition or
rehabilitation relating to conversion; and
WHEREAS, before obligating or expending funds that will directly result in such
demolition or conversion, the Town of Vinton will make public and advise the state that it is
undertaking such an activity and will submit to the state, in writing, information that identifies:
1. A description of the proposed assisted activity;
2. The general location on a map and approximate number of dwelling
units by size (number of bedrooms) that will be demolished or converted to
a use other than as low/moderate-income dwelling units as a direct result of
the assisted activity;
3. A time schedule for the commencement and completion of the demolition or
conversion;
4. The general location on a map and approximate number of dwelling
units by size (number of bedrooms) that will be provided as replacement
dwelling units;
5. The source of funding and a time schedule for the provision of replacement
dwelling units;
6. The basis for concluding that each replacement dwelling unit will remain a
low/moderate-income dwelling unit for at least 10 years from the date
of initial occupancy; and
7. Information demonstrating that any proposed replacement of dwelling
units with smaller dwelling units is consistent with the housing needs of
low- and moderate- income households in the jurisdiction.
1
WHEREAS, the Town of Vinton will provide relocation assistance to each low/moderate –
income household displace by the demolition of housing or by the direct result of assisted
activities. Such assistance shall be that provided under Section 104 (d) of the Housing and
Community Development Act of 1974, as amended, or the Uniform Relocation Assistance and
Real Property Acquisition Policies Act of 1970, as amended; and
WHEREAS, the Town of Vinton FY 2019 project includes the following activities:
1. The VIDA program is a financial education and matched savings program to
assist low-income families obtain assets such as homeownership and business
development opportunities. Participants receive financial management training
while saving towards their asset goal; every dollar saved is matched by eight
dollars and up to $4,000 can be earned through the program.
2. The program is consistent with CDBG national objectives as it provides
homeownership and business development opportunities to low-income
individuals. This program reduces the challenges that low-income participants
face in acquiring life-changing assets. Matched savings programs are a critical
training and financial resources for a community’s most vulnerable population.
3. The program will offer participants financial management training, emergency
fund development, matched savings and asset accumulation opportunities. The
eight-hour financial management training will include topics on budgeting, credit
repair, and tax strategy. In addition, depending on the asset savings goal of the
participant, they will receive an additional six hours in home buyer education or
business startup training. Participants will receive a total of 14 hours of training
while working with financial counselors to develop an emergency cash fund prior
to opening a VIDA account or during the six month minimum savings period after
opening a VIDA account.
4. Once the participant completes training, establishes an emergency cash fund, and
are eligible to participate in the program, they will open a matched savings
account to make monthly deposits towards their savings goal of $500 over a
minimum time period of six months. Their savings along with the match funds
can be used to purchase a home or start a business. Specifically, home buyers can
use the funds towards their closing costs and/or down payment on their first
home. Business startups or existing business owners can use their funds towards
their business equipment and inventory needs.
5. Individual Development Accounts (IDA) are typically administered by a
community development nonprofit that works directly with participants to ensure
their successful completion of the program. The Town of Vinton has sub-
contracted with The Advancement Foundation (TAF) to provide this service (sole
service provider). TAF will market the program, accept applications, enroll
2
savers, and counsel and coach participants through the savings process. In turn,
TAF will implement the program in conjunction with DHCD’s existing VIDA
program. TAF will utilize DHCD’s current program structure, policies, forms, and
banking partners. This will streamline administrative duties and ensure the
program’s readiness.
6. Virginia Community Capital (VCC) Bank will provide the savings accounts for
participants. VCC has an agreement with DHCD to setup savings accounts and
waive fees for these accounts.
7. The activities as planned will not cause any displacement from or conversion of
occupiable structures. As planned, the project calls for the use of existing right-
of-way or easements to be purchased or the acquisition of tracts of land that do
not contain housing. The Town of Vinton will work with the grant
management staff, engineers, project area residents, and the Department of
Housing and Community Development to ensure that any changes in project
activities do not cause any displacement from or conversion of occupiable
structures.
8. In all cases, an occupiable structure will be defined as a dwelling that meets
local building codes or a dwelling that can be rehabilitated to meet code for
$25,000 or less.
NOW, THEREFORE, BE IT RESOLVED that the Vinton Town Council hereby adopts this
Residential Anti-Displacement and Relocation Assistance Plan Certificate.
This Resolution adopted on motion made by Council Member ________________, seconded by
Council Member ______________, with the following votes recorded:
AYES:
NAYS:
APPROVED:
Bradley E. Grose, Mayor
ATTEST:
____________________________________
Susan N. Johnson, CMC, Town Clerk
1
RESOLUTION NO.
AT A REGULAR MEETING OF THE VINTON TOWN COUNCIL HELD ON TUESDAY,
MAY 21, 2019 AT 7:00 PM IN THE COUNCIL CHAMBERS OF THE VINTON
MUNICIPAL BUILDING, 311 SOUTH POLLARD STREET, VINTON, VIRGINIA
BUSINESS AND EMPLOYMENT PLAN
WHEREAS, the Town of Vinton designates as its Section 3 Business and Employment Project
Area the County of Roanoke; and
WHEREAS, the Town of Vinton, its contractors, and designated third parties shall in utilizing
Community Development Block Grant (CDBG) funds utilize businesses and lower income
residents of the County in carrying out all activities, to the greatest extent feasible; and
WHEREAS, in awarding contracts for non-construction, materials, and supplies the Town of
Vinton, its contractors, and designated third parties shall take the following steps to utilize
businesses which are located in or owned in substantial part by persons residing in the County:
a. The Town of Vinton shall identify through various and appropriate sources
including the Roanoke Times, the local newspaper of general circulation, the
business concerns within the County which are likely to provide construction
contracts, non-construction contracts, materials, and services which will be
utilized in the activities funded through the CDBG;
b. The identified contractors and suppliers shall be included on bid lists used to
obtain bids, quotes or proposals for work or procurement contracts which utilize
CDBG funds;
c. To the greatest extent feasible the identified business and any other project area
business concerns shall be utilized in activities which are funded with CDBG
funds; and
WHEREAS, the Town of Vinton and its contractors and subcontractors shall take the following
steps to encourage the hiring of lower income persons residing in the County:
a. The Town of Vinton in consultation with its contractors (including design
professionals) shall ascertain the types and number of positions for both trainees
and employees which are likely to be used to conduct CDBG activities;
b. The Town of Vinton shall advertise through the following sources: The Roanoke
Times, the Project Area Newspaper of General Circulation, the availability of
such positions with the information on how to apply;
2
c. The Town of Vinton, its contractors, and subcontractors shall be required to
maintain a record of inquiries and applications by project area residents who
respond to advertisements, and shall maintain a record of the status of such
inquires and applications;
d. To the greatest extent feasible, the Town of Vinton, its contractors, and
subcontractors shall hire lower income project area residents in filling training
and employment positions necessary for implementing activities funded by the
Community Development Block Grant (CDBG).
NOW, THEREFORE, BE IT RESOLVED that the Vinton Town Council hereby adopts this
Business and Employment Plan.
This Resolution adopted on motion made by Council Member ________________, seconded by
Council Member ______________, with the following votes recorded:
AYES:
NAYS:
APPROVED:
Bradley E. Grose, Mayor
ATTEST:
____________________________________
Susan N. Johnson, CMC, Town Clerk
RESOLUTION NO.
AT A REGULAR MEETING OF THE VINTON TOWN COUNCIL HELD ON TUESDAY,
MAY 21, 2019 AT 7:00 PM IN THE COUNCIL CHAMBERS OF THE VINTON
MUNICIPAL BUILDING, 311 SOUTH POLLARD STREET, VINTON, VIRGINIA
Fair Housing Certification
Compliance with Title VIII of the Civil Rights Act of 1968
WHEREAS, the Town of Vinton has been offered and intends to accept federal funds
authorized under the Housing and Community Development Act of 1974, as amended; and
WHEREAS, recipients of funding under the Act are required to take action to affirmatively
further fair housing.
NOW, THEREFORE, BE IT RESOLVED that Vinton Town Council, on behalf of the Town
agrees to take at least one action to affirmatively further fair housing each grant year, during the
life of its project funded with Community Development Block Grant funds. The action taken
will be selected by the Town from a list provided by the Virginia Department of Housing and
Community Development.
This Resolution adopted on motion made by Council Member ______________, seconded by
Council Member ________________, with the following votes recorded:
AYES:
NAYS:
APPROVED:
__________________________________
Bradley E. Grose, Mayor
ATTEST:
_______________________________________
Susan N. Johnson, CMC, Town Clerk
Meeting Date
May 21, 2019
Department
Administration
Issue
Consider adoption of a Resolution authorizing the Town Manager to execute a Memorandum of
Understanding (MOU) between the Town and The Advancement Foundation for the Vinton
Virginia Individual Development Accounts Program (VIDA)
Summary
The Town of Vinton has been awarded a $200,000 VIDA Grant from the Virginia Department of
Housing and Community Development (DHCD). The VIDA Program is a financial education
and matched savings program to assist low-income families to pursue home-ownership or to start
a business.
The Town of Vinton would like to contract with The Advancement Foundation (TAF) to provide
the required training to program participants and manage the various grant program activities,
while the Town will maintain financial oversight as the fiscal agent.
As required by DHCD, staff have prepared a Memorandum of Understanding (MOU) to outline
the terms of the arrangement between The Advancement Foundation and the Town of Vinton for
implementation and management of the VIDA Program.
Attachments
Memorandum of Understanding
Resolution
Recommendations
Motion to adopt Resolution
Town Council
Agenda Summary
227 S. Pollard Street | Vinton, VA 24179 | (540) 283-7062
www.TheAdvancementFoundation.org
Memorandum of Understanding (MOU)
VIDA Program
The Town of Vinton will work in partnership with The Advancement Foundation (TAF) in organizing and
facilitating the 2019-2020 VIDA Program. This partnership will demonstrate the value of collective
action in strengthening and expanding our impact on the entrepreneurial ecosystem.
I. Partnership
The VIDA program is a financial education and matched savings program to assist low-income
families obtain assets such as homeownership and business development opportunities. Participants
receive financial management training while saving towards their asset goal. The participant has a
minimum of 6 months to save $500 of their own funds where every dollar saved is matched by eight
dollars and up to $4,000 can be earned through the program. The program is consistent with CDBG
national objectives as it provides homeownership and business development opportunities to low-income
individuals.
The Town of Vinton (TOV) will apply for the CDBG grant to achieve funding for the VIDA
program and has sub-contracted with The Advancement Foundation to provide this service. The
Advancement Foundation will manage and facilitate the VIDA program entirely which includes all
administrative duties, marketing and recruiting eligible applicants, the application process, enrolling
savers, 8-hours of financial literacy training and 8-hours of asset specific training for each applicant, one-
on-one goal counseling sessions for each participant, savings account management and reporting,
qualified withdrawals, and asset purchasing assistance to all participants. TAF will implement the
program in conjunction with DHCD’s existing VIDA program. TAF will utilize DHCD’s current program
structure, policies, forms, and banking partners.
II. Timeline
__________________________________________________________________________________________________________
Empowering Communities with Infrastructure, Support and Resources
227 S. Pollard Street | Vinton, VA 24179 | (540) 283-7062
www.TheAdvancementFoundation.org
2019 Target Dates and Benchmarks
Marketing and Recruitment -
Existing Clients
• Market to existing clients
from our existing programs
• Word-of-mouth from
Advancement
Foundation
(TAF)
Outreach to Community
• Neighborhood outreach
through community
resource centers
• Post flyers on community
bulletin boards
• Target referral agencies
•
Advancement
Foundation
(TAF)
• Evening meetings held to
inform interested candidates
Advancement
Foundation
Sessions/Eligibility Screening
• Scheduled individual
meetings to review
application and financial
situation to determine
Advancement
Foundation
(TAF)
• Work with DHCD to open
IDA savings accounts via
Advancement
Foundation
• Schedule financial
management classes (eight
Advancement
Foundation
Training
• Schedule asset-specific
trainings business or
homeownership
Advancement
Foundation
(TAF)
on-One
• Conduct monthly saver
contact via email, phone, in-
Advancement
Foundation
(TAF)
• Assist with purchase
process between saver and
Advancement
Foundation
• Complete asset
purchasing process for
business startup or
Advancement
Foundation
(TAF)
227 S. Pollard Street | Vinton, VA 24179 | (540) 283-7062
www.TheAdvancementFoundation.org
• Assist with the generation
of reports for VIDA
Foundation (TAF)
Project Performance Reporting to
CDBG
• Assist with the generation
Advancement
Foundation
III. Funding
The Town of Vinton is requesting a total of $200,000 for CDBG grant application. Of this amount,
$170,000 will be used for matching and training funds. The remaining $30,000 will be used for
administrative funds. The proposed project’s match rate will be 8:1. Therefore, every dollar the
participant saves will be matched with eight dollars from the operation funding. The maximum match
award per participant will be $4,000. This match rate will require participants to save $500 of their own
funds in order to earn the maximum match award of $4,000. Once the CDBG grant is awarded and funds
are available, the Town of Vinton will complete the full funding drawdown and transfer the $200,000 to
The Advancement Foundation for purposes of administering the VIDA program. At the completion of the
program, the VIDA program will graduate 37 participants. The participants will have completed 14 hours
of financial management training, practiced money saving techniques for a minimum of 6 months,
established an emergency savings fund, and purchased an asset.
The Town of Vinton do hereby agrees to the goals and terms of this Memorandum of Understating:
_______________________________ _______________________________
Barry Thompson, Chief Administrative Officer Annette Patterson, Grant Manager
Town of Vinton The Advancement Foundation
Date: __________________________ Date: ___________________________
1
RESOLUTION NO
AT A REGULAR MEETING OF THE VINTON TOWN COUNCIL HELD ON TUESDAY,
MAY 21, 2019 AT 7:00 PM IN THE COUNCIL CHAMBERS OF THE VINTON
MUNICIPAL BUILDING, 311 SOUTH POLLARD STREET, VINTON, VIRGINIA 24179.
WHEREAS, the Commonwealth of Virginia has been authorized to distribute and administer
Community Development Block Grant (CDBG) funds pursuant to the Housing
and Community Development Act of 1974, as amended; and
WHEREAS, the Virginia Department of Housing and Community Development (DHCD) has
been authorized by the Governor of the Commonwealth of Virginia to distribute
and administer CDBG funds in the form of Virginia Individual Development
Accounts (VIDA) program; and
WHEREAS, The Town of Vinton has been awarded a $200,000 grant from DHCD to
implement a VIDA program within our region; and
WHEREAS, the Advancement Foundation (TAF) is located within the Town of Vinton and
was incorporated in 2007 as a 501C3 with the mission to strengthen the local
community through comprehensive technical assistance, coaching, education and
consulting services to encourage and develop a diverse, equitable and
economically viable local economy; and
WHEREAS, the Advancement Foundation has been a VIDA intermediary since 2012 with a
successful track record of a 86 percent graduation rate; and
WHEREAS, the Town of Vinton desires to partner and contract with the Advancement
Foundation to implement and administer a local VIDA program; and
WHEREAS, the proposed TAF VIDA program will provide funding for 37 low to moderate
income participants saving for a down payment on a home or business and
eligible participants will receive training, support and $8 in match for every $1 the
participant saves, up to $4,000 in a cash match; and
WHEREAS, The Advancement Foundation and the Town have agreed to a Memorandum of
Understanding and Council needs to authorize the Town Manager to execute the
same.
NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE TOWN OF
VINTON, VIRGINIA, AS FOLLOWS:
1. The Memorandum of Understanding is hereby approved in a form substantially
similar to the one presented to Council and approved by the Town Attorney.
2
2. The Town Manager is hereby authorized, for and on behalf of the Town, to
execute and then deliver the Memorandum of Understanding and any other
necessary documents in furtherance of the same.
AYES:
NAYS:
APPROVED:
____________________________________
Bradley E. Grose, Mayor
ATTEST:
___________________________________
Susan N. Johnson, CMC, Town Clerk
Meeting Date
May 21, 2019
Department
Finance/Treasurer
Issue
Finance Committee
Summary
The Finance Committee met on May 13, 2019. The following items were discussed at the
meeting:
• March 2019 Financial Statements
• Davenport Rate Study Update
• Animal License Code Revision
• Valley Metro Update
Attachments
March 2019 Financial Report Summary
PowerPoint presentation
Recommendations
Motion to approve the March 2019 Financial Report
Town Council
Agenda Summary
Report from Finance Committee
Town Council Meeting 5/21/2019
Town of Vinton
Finance Department/Treasurer’s Office
Items of Discussion
•March 2019 Financial Statements
•Davenport Rate Study Update
•Animal License Code Revision
•Valley Metro Update
2 Finance Department/Treasurer’s Office
Financial Report for March 2019
General Fund
•Revenues at 100% of Budget Expectations
•Expenditures at 92% of Budget Expectations
Grant Fund
•Revenues at 11% of Budget Expectations
•Expenditures at 14% of Budget Expectations
3 Finance Department/Treasurer’s Office
Financial Report for March 2019
Utility Fund
•Revenues at 105% of Budget Expectations
•Expenditures at 92% of Budget Expectations
Stormwater Fund
•Revenues at 100% of Budget Expectations
•Expenditures at 81% of Budget Expectations
4 Finance Department/Treasurer’s Office
Financial Report for March 2019
5 Finance Department/Treasurer’s Office
Account Balance
General Fund Cash $30,276.77
Grant Fund Cash (36,927.65)
Utility Fund Cash 1,328,663.97
Storm Water Fund
Cash
40,854.22
Total Cash $1,362,867.50
Restricted Funds $186,731.42
Police Evidence Fund $55,041.38
Account Balance
General Fund Investments $2,396,825.83
Utility Fund Investments 716,041.55
Total Investments $3,112,867.38
Total Cash & Investments $4,530,776.26
Other Items
•Davenport Rate Study
•Discussion on the timeline of the Davenport Rate Study & presentation to Council
•Animal License Code Revision
•Discussion on revision of the Town Code to remove Animal Licensing due to animal care costs
negotiated with Roanoke County
•Valley Metro Update
•Discussion on route change impact on current bills
6 Finance Department/Treasurer’s Office
Items Requiring Council Action
1.Approval of March 2019 Financial Report
7 Finance Department/Treasurer’s Office
Financial Report Summary
March 31, 2019
Revised
Revenues 8,194,562 5,441,504 934,140 5,425,919 (15,584) 100%
Accrued Revenue - - -
Total Adj. Revenues 8,194,562 5,441,504 934,140 5,425,919 (15,584) 100%
Expenditures 8,194,562 6,625,680 675,934 6,073,854 (551,826) 92%
Revenues over/(under) Expenditures (1,184,176) 258,206 (647,935)
Revenues 33,903 668,552 15,786 74,041 (594,511) 11%
Expenditures 33,903 668,552 5,941 91,665 (576,887) 14%
Revenues over/(under) Expenditures - 9,846 (17,624)
Revenues 3,720,200 2,481,885 94,728 2,608,957 127,072 105%
Accrued Revenue - - - -
Total Adj. Revenues 3,720,200 2,481,885 94,728 2,608,957 127,072 105%
Expenditures 3,720,200 2,660,274 242,163 2,449,591 (210,683) 92%
Operating Expenditures 3,720,200 2,660,274 242,163 2,449,591 (210,683) 92%
Revenues over/(under) Expenditures (178,389) (147,435) 159,366
Revenues 409,764 307,323 34,147 307,343 20 100%
Expenditures 409,764 303,262 24,752 245,689 (57,572) 81%
Revenues over/(under) Expenditures 4,061 9,395 61,654
Revenues 12,358,429 8,899,264 1,078,801 8,416,261 (483,003) 95%
Expenditures 12,358,429 10,257,767 948,790 8,860,799 (1,396,968) 86%
Revenues over/(under) Expenditures (1,358,504) 130,011 (444,539)
Meeting Date
May 21, 2019
Department
Public Works
Issue
Public Works Committee
Summary
The Public Works Committee met on May 14, 2019. The following items were discussed at the
meeting:
• Refuse Collection
• Right-of-Way Mowing Ordinance
Attachments
None
Recommendations
No action required
Town Council
Agenda Summary