CBA Submission Form PDF - PDF Templates

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COMMUNITY BENEFITS PLAN SUBMISSION FORM

Friday, August 23, 2024

The City of Cleveland recognizes its unique role

in ensuring that development projects directly

benefit the communities in which they are built

and that public dollars benefit the entire commu

nity, including historically underrepresented mi

norities, women, and small businesses. While the

baseline for a CBA includes meeting the MBE/FBE

/CSB and local workforce targets the City has re

quired for years, we believe a strong CBA can bu

ild from that base and help impact our City in a

myriad of other ways. Investing time to discuss

community benefits early in the project can cre

ate a more meaningful and impactful project for

the community, the developer, and the City.

The City of Cleveland has designated two

types of Community Benefits Agreements -

Stand
ard C
BA

and

Expand
ed CBA

Stand
ard C
BA

is for all projects receiving $250,000 or more

in City assistance and under $20 million in tota

l cost (including residential tax abatements for

projects under $75 million); the CBO outlines a

set of mandatory community benefits.

Expand
ed CBA

is for all projects receiving $250,000 or more

in City assistance with a project cost of over $

20 million (including residential tax abatement

projects over $75 million in total cost). An Exp

anded CBA consist of the mandatory community ben

efits listed in the Standard CBA; it must also b

e coupled with additional community benefits to

be considered for legislative approval. The CBO

provides a great deal of flexibility in determin

ing the appropriate additional community benefit

s related to the project. The CBO offers categor

ies, suggested considerations of additional comm

unity benefits, and associated requirements that

must be met.

Based on the CBO, City Council

wil
l n
ot

approve any development project incentives, nor

can the City close on any incentive agreements o

r contracts until all community benefits are agr

eed upon. Therefore, the preference is to begin

the conversation about community benefits early

in the process; however, the Administration will

no
t

engage in the process until the Developer has a

firm development project that will move forward

It is critical that The Developer does

no
t

begin construction on the project until both the

project incentives and community benefits have

been fully approved. Doing so may result in the

City disapproving or pulling back the incentive.

The purpose of this document is to summarize the

specific objectives the Applicant is committing

to in its Community Benefits Plan (CBP) in quan

tifiable and/or measurable terms with

S.M.A.R.
T. miles
tones

–

pecific,

easurable,

chievable,

elevant, and

imely – and timelines wherever possible. If the

SMART method is not applied, the application ma

y be rescinded. Applicants are strongly encourag

ed to clearly and concisely respond to each answ

er in the space provided.

For example, in response to your plan to provide

internship opportunities to City of Cleveland r

esidents, here's how you can answer using

. milestones:

"John Doe Development, Inc. plans to provide i

nternship opportunities to two (2) City of Cle

veland Residents who are currently enrolled as

students at Tri-C (

S
pecific) for a total of 50 workable hours at t
he pay rate of $20 per hour (
M
easurable). The goal is to have hired the inte
rn by the start of construction (
A
chievable). The selected Interns will assist t
he Development team with fulfilling other requ
ired elements of the CBA, like planning and or
ganizing Community Stakeholder Meetings and co
mpliance reporting, while providing the Intern
with the ability to enhance their soft skill
set that is transferrable and can be valuable
to them once they have completed their program
and have entered into the workforce as profes
sionals (
R
elevant). Once the Interns have successfully f
ulfilled their 50 workable hours, if the oppor
tunity presents itself for future employment,
we would like to give them first consideration
to become official members of our team here a
t Neighborhood Family Practice. (
T
imely)."

** Before meeting with th

e Administration, the Dev

eloper should have: **

Proforma
for the p
roject
Sit
e p
lan
Project de
velopment
timeline

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COMPANY INFORMATION

Please provide company information for the Lead Applicant. The Lead Applicant is the party requesting to be the recipient of the City of Cleveland financial assistance/incentive, responsible for handling disbursements of funds, project management, and overseeing all compliance reporting requirements to the Office of Equal Opportunity (OEO).

Name of Company/Developer:

Dalad Group

Primary Address:

6055 Rockside Woods Blvd, Suite #100

Independence, Ohio, 44131

United States

Primary Phone Number:

(216) 447-0070

Website:

www.daladgroup.com

Year Established:

1965

Business Structure of Developer (Please check one):

For-Profit

Type of Entity:

Limited Liability Company - LLC

Nature of Business - Please provide a brief summary of the business:

Dalad Group is involved in real estate development, management, leasing and construction. Through affiliated entities, the company owns and operates more than 2 million SF, of which approximately half is in the City of Cleveland. To clarify CSB status noted above, Dalad Group's construction arm, Dalad Construction, is registered as a Cleveland Small Business.

Please note if this developer qualifies as any of the following, as defined in the City of Cleveland Municipal Code. (Please check all that apply.):

Cleveland Small Business (CSB)

Are there any affiliate subsidiaries, parent, and/or partner companies?:

Yes

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COMPANY OWNERSHIP INFORMATION

Please provide company ownership of the Lead Applicant company submitted on the previous page.

Name:

Neil Viny

Title:

President

Primary Email Address:

nviny@daladgroup.com

Primary Phone Number:

(216) 447-0070

Will the person listed above be the main point of contact for this development project?:

Please list contact information for the main point of contact within the organization for this development project

First Name	James
Last Name	Asimes
Title	Principle, White Label Construction
Phone	216-598-0315
Email	james.asimes@gmail.com

Does the company have more than one (1) Owner?:

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PROJECT OVERVIEW - SCOPE OF WORK

This section describes the proposed Development Project and the related Scope of Work for which the Developer is seeking a financial incentive or assistance from the City of Cleveland.

Name of Project:

Franklin Yard

Project Address:

FrBlvd between W31st St and W 32 St

Cleveland, Ohio, 44113

The requested dollar amount of financial assistance from the City of Cleveland:

Size area of project site in acres:

approxiately 4 acres

First Name	Last Name	Date Acquired
Neil	Viny	12/15/2018
Richard	Nosan	12/23/2023

Type of development (Please check all that apply):

New Build
Land/Parcel Development

Please describe the proposed project:

The project consists of the (1) the historic redevelopment of three buildings on the south side of Franklin Boulevard: a former WYCA on W 31st, a historic mansion on W32nd, and a small, 2,000 SF one-story building immediately south of the mansion: and (2) ground up multifamily construction on the northside or Franklin Boulevard. The YWCA will contain 31 residential units, the mansion 7 units and the new construction 29 units. The developer is working with and anticipates putting in a breakfast/lunch restaurant in the small commercial building. The buildings all surround a courtyard space which will be highly landscaped and include common area amenities. Other building amenities include fitness center, community living room and work/study living room.

Anticipated project start date:

Monday, July 1, 2024

Anticipated project end date:

Monday, April 1, 2024

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PROJECT OVERVIEW - SCOPE OF WORK

This section describes the proposed Development Project and the related Scope of Work for which the Developer is seeking a financial incentive or assistance from the City of Cleveland.

Uses of Project Funds:

	Dollar Amount $
Acquisition (Land/Building)	2,060,000
Building (Construction/Renovation)	15,552,478
Machinery & Equipment	0
Infrastructure	0
Soft Cost (Fees, Miscellaneous)	1,491,725

Are there other Uses of Project Funds that are not mentioned in the above question?

Total Project Cost:

$19104203

Total Hard Construction Cost:

$15552478

Is the hard construction budget listed above the same as the amount negotiated with the Department of Economic/Community Development:

Explain the reason for the difference:

The above figures are included in final bank documents and draw schedules with Dollar Bank. Previously submitted figures based on earlier budgets varied slightly from these figures.

Sources of Project Funds:

	Dollar Amount $
Equity Investment	6,092,774
City of Cleveland	0
Bank Loan(s) (Total)	10,200,000
Other Government Loan(s) (Total)	0

Are there other Sources of Project Funds that are not mentioned in the above question?

Name of Source	Dollar Amount $
Dollar Bank tax credit equity investment	$2,811.429

Total Project Sources:

$16292774

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PROJECT OVERVIEW - SCOPE OF WORK

This section describes the proposed Development Project and the related Scope of Work for which the Developer is seeking a financial incentive or assistance from the City of Cleveland.

Will the Developer have more than one (1) General Contractor working on the project?

Will the Developer be self-performing any portion of the hard construction:

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COMMUNITY BENEFITS PLAN

Summarize the specific objectives the Applicant is committing to in its Community Benefits Plan (CBP) in quantifiable terms with SMART milestones – Specific, Measurable, Achievable, Relevant, and Timely – and timelines wherever possible. If the SMART method is not applied, the application will be rescinded.

Is the Applicant seeking to receive $250,000 or more in City financial assistance for a development project with a total cost UNDER $20 million (including residential tax abatements for projects UNDER $75 million in total)?

Yes

Please provide SPECIFIC plan of action to utilize subcontractors to meet or exceed the MBE, FBE, and CSB participation goals of Fifteen percent (15%) of certified Minority Business Enterprise (MBE) firms, seven percent (7%) of certified Female Business Enterprise (FBE) firms and eight percent (8%) to Cleveland Small Business (CSB) participation.

To date, roughly $900,000 worth of work has been awarded to MBE subcontractors and $100,000 to CSB contractors. GC anticipates that these figure will reach $1.4 million and $400,000 by year end. No work has yet been awarded to FBE subs, but GC expects to award about $625,000 in FBE work before year end. GC is working to meet 100% of MBE, FBE and CSB requirements. In addition to seeking out registered subs, GC is encouraging qualified subs that meet qualifications to register with City. GC is also encouraging non-registered subs to include registered subs in their scopes of work.

Please provide a specific plan of action to employ or cause its contractors to employ Cleveland residents for twenty percent (20%) of the total Construction Work Hours (as defined in Section 188.01(c) of the Fannie M. Lewis Resident Employment Law on constructing the project

GC has to date utilized Cleveland residents for approximately $800,000 worth of work and expects that total to reach approximately $1.3 million by year end. GC personnel are all Cleveland residents, and they are working with certain subs (demo, drywall and painting) that employ all Cleveland residents. GC requires all bidding sub to provide their plan for meeting 20% requirment.

Please provide a specific plan of action to employ residents of the City who are certified as low-income residents for four percent (4%) of the total Resident Construction Work Hours (as defined in Section 188.01(c) of the Fannie M. Lewis Resident Employment Law on constructing the project.

Approximately $75,000 worth of work has been performed by low income City residents, and this figure is expected to reach $300,000 by year end. GC is communicating to all sub the need to meet 4% requirement and is showing preference for subs that demonstrate an ability to exceed 4%. GC is also encouraging subs to employ new apprentices.

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COMMUNITY BENEFITS PLAN

Please provide a specific plan to create and/or participate in mentor/protégé programs for certified MBEs, FBEs, CSBs, and/or residents

We will mentor/coach subcontractors, particularly smaller ones, as to how to improve in estimating, bidding, job buy out, scheduling, and job management. The intent is to help these smaller companies grow their ability to hire additional tradesmen handle larger projects and more complex projects. Part of this mentorship includes educating subcontractors on designations such as the MBE, FBE, CSB, and resident designation offered by the city of Cleveland, in order to better meet the qualifications for more and more work. Our goal is to ensure that our trades are able to succeed in not only executing the their scope of work for his job in a timely and cost effective manner, but also be in a position by the end of this job where they can take on larger, complex projects. It is not the quality of their work that limits them from being able to achieve success and grow their company. Our intent is to help them understand how to grow effectively and foster a relationship in which we can work together not only on this project but future projects as well. A number of our key trades, including ones that recently have registered for the MBE, FBE, CSB, and/or resident designation, have grown from very small and plodding in their operation to a more professional company that can punch above their weight.

Please provide a specific plan to include Registered Apprenticeship programs AND provide PAID Internship opportunities for adult Cleveland residents, as well as a plan to provide pre-apprenticeship, paid internship, and/or information and networking session opportunities for City of Cleveland high school graduates and students who are Cleveland residents.

In collaboration with a key subcontractor, the company head himself a mentee of the ACE Mentorship Program of Cleveland, we will host two internships for high school students of CMSD. The internship will last between two to eight weeks, depending upon the availability of the intern and will offer a paid opportunity to learn both on site project execution and project management. This will immerse the students in real-world construction processes, project management responsibilities, and the roles of trade partners. The experience will also provide hands-on opportunities to use power tools and perform trade work int he field, hoping to ignite a passion for trades or construction management. Students who participate in this internship will gain valuable insights for next year's ACE competition projects or higher education construction competitions. Additionally, the program aims to foster long-term connections between the construction professionals and students, extending learning beyond the classroom

Please provide a specific plan that shows a commitment to meeting periodically with community stakeholders to obtain their input on the development project (at least three (3) times at minimum during the project design phase, during construction, and post-project).

Team has already met with community stakeholders on four separate occasions during the design process. We have made ourselves available to small groups of community stakeholders on four other occasions for more specific feedback. Team members will continue to make themselves available to community stakeholders through and after construction. Two principles of GC live very close to project site and have active relationships with community stakeholders.

Please provide a specific plan to provide quarterly reports to the Office of Equal Opportunity(OEO) regarding CBA compliance.

We will utilize the B2GNow and LCP Tracker systems as required for compliance with OEO on a quarterly basis for the project. We actively track progress towards the goals above during construction and expect to satisfy all requirements as needed by the OEO. We have weekly staff hours dedicated to tracking such information and progress towards meeting our goals. Individual staff members have expectations on responsibilities for tracking and submissions towards these goals. The team has prior experience successfully working with OEO regarding compliance.

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COMMUNITY BENEFITS PLAN