HomeMy WebLinkAboutII (A) United Community Inc. Ocoee Housing Renewal Plan -
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"WORKING TOGETHER DEVELOPING BETTER COMMUNITIES"
Single Family Homeownership
Infill Housing Development Initiative
Neighborhood Revitalization Plan
111111111
♦ � : II ,.lip
'e r� 11 I tI
November 20, 2001
Thomas N. Alston
Executive Director
400 West Church Street
Post Office Box 555703
Orlando, Florida 32805-5703
(407) 318-7311 Fax: (407) 318-7313
ucdinc@bellsouth.net
United Community Development, Inc
"Working Together Developing Better Communities"
400 West Church Street—Post Office Box 555703
' Orlando, Florida 32801-2515
(407)318-7311 Fax(407)318-7313
November 20, 2001
✓ Mayor and City Commissioners
%City of Ocoee
150 North Lakeshore Drive
Ocoee, Florida 34761-2258
' SUBJECT:
Single Family Home Ownership,Infill Housing Development Initiative and Neighborhood Revitalization Plan
' Dear Mayor and Commissioners:
The Goal: Create a partnership between City of Ocoee and United Community Development, Inc. (a
nonprofit developer)to dramatically increase the construction of new home ownership units that are
affordable to low and moderate income families.
• Mobile Home Parks. Security, Pioneer Key 1 and Pioneer Key 2
• Wrust Roads (Northwest Quadrant)
The Challenge: The City of Ocoee will have difficulty establishing market driven housing opportunities in
older low income neighborhoods without the help of a proactive nonprofit. Redevelopment efforts in
these neighborhoods are risky considering that they are forsaken areas that the local government has
struggle with how to revitalize and often lack sufficient infrastructure. Redevelopment often involves the
demolition, clearing title, assembling land, cleaning up brown fields, relocating residents or business and
correcting infrastructure deficiencies. Development costs often exceed the appraised value of the
end product (because the lack of recent development activity means no "comparables") thus obtaining
financing for unsubsidized projects is problematic.
Barriers: The addressing of specific areas that inhibit market driven housing development is necessary
.. for success. These included:
1. Land Assembly and Inventory
2. Infrastructure Cost
3. Pre-designed and Permitted Plans
4. Financing: predevelopment, construction and permanent
5. Home Ownership Counseling 8 Processing
6. Lack of Political Will
Nonprofit developers need predevelopment financial assistance to cover the extraordinary costs
associated with redevelopment of low income neighborhood. Additional implementation dollars are
needed for counseling and processing activities.
' For profits have looked at these areas and see that they can not make a profit unless they sell higher
price housing which is out of range out of the range of the moderate and low income people. The use of
CDBG funds to improve infrastructure in poor areas only leads to gentrification without the direct
involvement of a plan described above.
501 (c)(3)Corporation
This creative partnership solves the economic revitalization of housing and the moral commitment to
lower income people to help bring them out of the slums and blight areas.
Package: The Executive Summary and profiles of the revitalization team are enclosed as part of a
proposal to revitalize the community and eliminate slum and blight. As you will see there are
many years of experience that is being brought to bear on this proposed project: over 100
Million of housing experience
Section 1: Executive Summary
Section 2: Thomas N. Alston,
Section 3: John R. Parke III
Section 4: Gene Whitlock
Section 5: James C. Allison
Section 6: Huberta M. Davis
' Section 7: William V. Chappell
' I look forward to discussing the details and action needed to start this plan.
Sincerely,
With kind regards, I am
Sincerely,
Thomas N. Alston
President
501 (c)(3)Corporation
EXECUTIVE SUMMARY
ECONOMIC HOUSING DEVELOPMENT
CITY OF OCOEE
PROGRAM VISION
On April 15, 1996, United Community Development Inc. was created to significantly expand the
availability of decent, safe, and economic driven housing for first time home buyers and other
families who are not being adequately served by the existing markets.
United Community Development has, as a Community Housing Development Organization
(CHDO), the primary focus to revitalize and eliminate slum and blighted communities and
deteriorating urban and rural areas by the use of "Empowerment Zones and Enterprise
Communities". This is used to eliminate the underlying causes for the at-risk citizenry and
improvement of the conditions of the designated target areas; thereby promoting an upward
economic mobility into succeeding generations. SPECIAL PUBLIC BENEFITS: 1) Reestablish
Community Pride and Development; 2) Reduction of Crime; 3) Increase Tax Base.
The humane concept of a helping hand is used versus the hand out process that will not work in
freeing and encouraging people to develop their full potential.
PROGRAM MISSION
The program is designed to accomplish three major objectives:
• Neighborhood revitalization: new construction, acquisition with replacement of existing
housing stock and acquisition of vacant land
• Leveraging of City, County, State and private funds
• Production of quality, economic driven, housing that makes a visible impact in the
selected target area(s)
The principal and staff of United Community Development has an extensive record of
performance and capacity to carry out its project responsibilities as developer, builder and
overall management. In the last few years there has been the development of over$100 million
in real estate projects including over $70 million in affordable housing in the United Sates Virgin
Islands, Illinois and Florida. Projects can be review in the resume section of the principal and
staff.
PROGRAM IMPLEMENTATION
United Community Development, Inc. (UCDINC) will be doing a similar role to that of a public
housing authority, to address the housing and economic development needs within the targeted
areas of the City of Ocoee. A blending of very low, low and moderate income groups into
moderate income housing areas has worked best in breaking the cycle of income stagnation.
The development of economic based housing for all moderate income groups and below will be
the goal.
1. Targeted Areas Selection: Targeted areas will be selected after consultation with the City;
input as to their preference is desired to enable the concentration of effort in one or two
target areas that will produce the most visible and community impact. The ultimate goal is to
combat deteriorating communities and to revitalize and stabilize slums and blighted
communities to make them a productive economic unit. Overall economic growth for Ocoee,
as a progressive and active city will be displayed. This housing plan goes beyond traditional
thinking of grouping by income class to the paradigm shift of integration of income groups to
encourage personal growth and development for human dignity.
2. Unit Identification & Selection: The identification and selection of eligible units and areas
for reconstruction or new construction development will be dependent upon several factors:
a. The unit must meet the definition of a dilapidated unit as defined by the City or at
y a minimum be structurally unsound and/or economically unfeasible to
rehabilitate.
b. The unit selected must be located on a site suitable and acceptable for
environmental clearance compliance, will meet county construction requirements
(permitting, zoning, setbacks, etc.), have adequate sewer or septic capacity
.. availability, and have public infrastructure in place.
c. Upon selection of one or two target areas and the further identification of areas of
concentration within the target area(s), an initial windshield survey will be
conducted to identify a minimum of 150 dilapidated units appearing to meet the
unit identification and selection criteria established. One on one housing
inspections will then be performed until a minimum of 20 to 40 units are identified
for possible assistance, dependent upon fulfillment of all other program
requirements, including household and income eligibility verifications. Selection
and final approval of properties selected for reconstruction will include the
involvement of the Community Development Team.
,. d. The same standards apply for new construction or development of additional
housing economically driven such as duplexes, quad-duplex and income blended
Section 8 apartments.
3. Marketing and Outreach: Marketing and outreach efforts will be highly concentrated;
depending on the areas selected for focus. Outreach efforts will be accomplished through
informational brochures, door-to-door surveys, advertising, and community meetings as
necessary. To ensure that the housing program addresses the needs of very low to
moderate-income persons, a survey and analysis of population data will be done to develop
the scope of work. An intake and counseling center will be established and located within or
near the target area(s) with specific days and hours of operation established to
accommodate on-site and one-on-one site visits by potential clients before and during the
reconstruction or new construction process.
4. Applicant Screening: Interested applicants will be screened based on the following
criteria: 1) household income eligibility; 2) clear title evidence; 3) ability and willingness to
make a financial contribution and 4) owner/occupancy requirements.
5. Financing Options & Levels of Subsidy: Several lenders have agreed to assist UCDINC
in performing an underwriting analysis and making a determination as to the applicants
ability to pay by calculating the borrowing capacity of the household based on existing
monthly obligations, creditworthiness and other standard underwriting criteria. It is
anticipated that the very low-income households will require a larger subsidy than low to
moderate income.
Subsidies include but are not limited to: Orange County Down Payment Assistance, Vacant
Lot Contributions by the County and City, Fast Track Priority Permitting, Zoning, Regulations
by the County and City, CDBG, HOME and SHIP funds. Additional state grants from Florida
Housing Finance Corporation and Federal Home Loan Bank grants can be blended into
reducing closing cost and mortgage reduction. Fannie Mae and Freddie Mac have grants
available for assistance. HUD has grants available for other life style enhancing training.
Subsidies will be passed on to the homeowner where possible as a reduction of cost in the
form of mortgage reduction.
6. Recapture Provisions & Mechanisms: A soft second mortgage or a letter of equity
interest will provide financial protection to recapture any funds expended. Funds maybe
forgiven or prorated over several years as desired by the City.
7. Construction Information: This housing will be market driven with quality moderate
income floor plans, materials and configurations. Sample housing can be seen locally at
Daniel's Crossing, City of Winter Garden; San Lanta in Sanford and Diamond Ridge in the
City of Aubumdale
y OPERATIONAL BUDGET AND LEVERAGING OF CITY FUNDS
Private Mortgage Financing: Lenders will be asked to reduce or waive certain standard closing
cost fees, credit ratios and provide below market interest rates, where feasible, based on
a guaranteed volume of mortgages through participation in this project. It is projected
that private Mortgage financing will leverage City funds on an average of 3 to 1.
Additional funding from Federal, State and County will be applied for as needed to
reduce down payment requirements and closing costs
Construction Budget: To be determined by the amount of work required and other outside
funding sources utilized. Additional funding from Federal, State and County will be
applied for as needed according to the business plan developed.
Program Implementation Budget: It is anticipated that the non-profit will require implementation
funding that is based on attainment of goals to be determined. An initial allocation of
$50,000 needs to be set aside to be drawn down as work progresses. $25,000 will be
4.
required for mobilization, expenses and preliminary business plan followed by final
report for$25,000 on costs and options available.
• Additional steps with separate funding to be determined are:
1. Development of Policy and Procedures Manual
2. Setup of Intake and Counseling Center
3. Initial Marketing and Outreach with Surveys
4. Client assisted Intake and Screening
5. Housing Inspections and report
6. Follow up and final counseling of housing families and units constructed
REVITALIZATION TEAM
In-House Management:
• Thomas N. Alston, President, United Community Development, Inc., Management
• John R. Parke III, President, Affordable Housing Consultants, LLP, Administration
• Gene Whitlock, President, Global Funding and Investment, Inc., Construction
• James C. Allison, President, J.C. Allison & Associates, Government Liaison
• Huberta M. Davis, President, Higher Visions, Inc., Funding and Concept Design
.. • William V. Chappell, Ill, President, The Chappell Group, Technical Advisor
' United Community Development, Inc.
Thomas N. Alston
1544 Crossbeam Drive
Casselberry, Florida 32707-5926
407-318-7311 VOICE
407-318-7313 FAX
Objective: To assist disadvantaged and "at risk" individuals and families
so that they develop their potential, and to obtain/maintain stability in our
ever changing society.
Experience:
January 1996 — Present, Executive Director,
United Community Development, Inc., Responsible for program
management, fiscal operations, collaborative partnerships, monitoring
and evaluation in the development of single and multi-family housing
governance in accordance with the Board of Directors. Responsible for
administering the affordable housing program, which includes,
acquisition, rehabilitation, marketing, housing counseling,
empowerment and enterprise zones. Implementation of identified
economic development initiatives, infrastructure improvements,
property acquisition and housing development and land use plans.
February 1986 - Auaust 1996, Quality Engineer Manager,
Martin Marietta, Responsible for managing and technical guidance of
engineering staff to ensure contract compliance. Quality Engineer
Chief, Responsible for supervision, budget, training & development of
work group, implementing sound management principles and
practices.
April 1984 - December 1985, Staff Engineer,
Rockwell International, Responsible for providing engineering direction,
determine root cause of non-conformance, Implementation of the
quality plan, requirements, methods, and procedures.
May 1981 - March 1984, Senior Quality Engineer,
GEC Avionics, Inc., Responsible for supervision, corrective action,
failure analysis, test verification, drawings, and contract compliance.
February 1975 — Aoril 1981, Test Engineer
IBM, Responsible for installation, systems tests, troubleshooting,
repair, and maintaining all types of business systems. Provided
product design quality, construction and troubleshooting support.
August 1973 - January 1975, Field Service Engineer
Westinghouse Corporation, Directed field service, installation, and
quality assurance. Provided marketing support and customer relations.
Military:
United States Army, 5th Special Forces - Honorable Discharge
Education:
• Wake College - Electrical/Electronics Engineering
• Shaw University - Business Management, Cum Laude
• Shaw University - Public Administration, Cum Laude
• Harvard University School of Government
Affiliations:
• President NAACP Orange County Branch
• Board of Trustees National Kidney Foundation
• Chairperson of Orange County Community Action Board
• Board of Trustees Orlando Science Center
• University of Central Florida Minority Advisory Board
• Florida Commission on Aging
• Agricultural and Labor Program, Inc.
• Society of Manufacturing Engineering
• American Society of Quality Control
• American Diabetes Society
• National Bone Marrow Donor Program
• Orlando Chamber of Commerce
• African-American Chamber of Commerce
• Orange County Head Start Male Partnership Project
• Heritage For Black Children
• Non-Profit Affordable Housing Roundtable
• African-American Action Alliance
Awards:
Volunteer of the Year - State of Florida Association for Community Action,
Inc. In recognition of exemplary services and contributions to the low-income
residents and communities of Florida.
Affordable Housing Consultants, LLC
JOHN R. PARKE III
311 Partridge Lane
Longwood, FL 32779
— 407-772-6891 Voice
407-772-6892 Fax
.. BUSINESS EXPERIENCE
1997 to Present, Chief Executive Officer,
Affordable Housing Consultants LLC, Consultant to Builders,
Developers and Housing Authorities in Florida
1993 - 1997, Chief Executive Officer,
Medco Development Corporation, Affordable
Housing in Central Florida
1992 - 1996, Chief Executive Officer,
Capital International Corporation, Caribbean
Housing
�- 1991-1992, Chief Executive Officer,
Capital Development Corporation, Affordable
Housing in St. Croix
1991 - Present, Real Estate Broker, Central Florida Area
1981 - Present, Chartered Financial Consultant, Financial
Planning Practice, Medical Doctors
1975 - Present, Chartered Life Underwriter, Estate Planning,
Pensions Plans and Charitable Giving.
PROFESSIONAL SKILLS
Real Estate Broker
Real Estate Development and Construction
Financial Manager
Financial Consultant
Business Consultant
Page 1 of 4
JOHN R. PARKE III, Continued
EDUCATION
1969 - Florida State University, English and Business
1969 - Officer Candidate School, First Lieutenant Engineer Corp.
1976 - Chartered Life Underwriter, The American College
1984 - Chartered Financial Consultant, The American College
PROFESSIONAL ACHIEVEMENTS
1999 -First Nonprofit to close more than five homes in one day
under HUD Direct Sales Program in Florida
1996 -First Affordable Housing Incentive recipient
in Seminole County
1996 -Largest SHIP recipient in Seminole County
1995 -Largest SHIP recipient in Seminole County
1995 -Selected for demonstration project by
HANDS.
1994 -Largest "For Profit' SHIP recipient in
Seminole County.
1994 -SHIP recipient, Volusia County.
1992-1993 International Association of Financial Planners,
President and Member of Board of Directors
1990-1991 Central Florida Chapter American Society of CLU &
ChFC, Past Director
PROJECTS
1999-2000 Lakeshore Club Villas, Wrote and pending $1,000,000 grant by
Florida Housing Finance Authority for construction, downpayment,
principal reduction and closing cost of low and very low incomes in
100 of 500 units, for conversion and renovations of apartments into
moderate income retirement townhouse units.
Page 2 of 4
JOHN R. PARKE III, Continued
1999-2000 Lakeshore Club Villas, Wrote and awarded $500,000 grant by
Federal Home Loan Bank for downpayment, principal reduction
and closing cost of low and very low incomes in 70 of 500 units, for
conversion and renovations of apartments into moderate income
retirement townhouse units.
1998-1999 Timberleaf, Wrote and awarded $500,000 grant by Florida Housing
Finance Authority for construction cost, downpayment, principal
reduction and closing cost of low and very low incomes in 50 Of
168 units moderate income single family detached units.
1998-1999 The RAIN Foundation, Management Consultant to non profit in
purchasing, rehabilitating and selling 58 single family homes to
moderate, low and very low income families in 9 months.
1998-1999 Forest Cove at the Trails, Wrote and awarded $400,000 grant by
Florida Housing Finance Authority for downpayment, principal
reduction and closing cost of low and very low incomes in 30 of 56
units moderate income single family detached units.
1997-1998 Daniels Crossing, Wrote and awarded $150,000 grant by Federal
Home Loan Bank for downpayment, principal reduction and closing
cost of low and very low incomes in 20 of 60 units moderate
income single family detached units
1997-1998 Diamond Ridge, Wrote and awarded $442,500 grant by Federal
Home Loan Bank for downpayment, principal reduction and closing
cost of low and very low incomes in 49 of 74 units moderate
income single family detached units
1997-1998 Palm Point, Wrote and awarded $300,000 grant by Federal Home
Loan Bank for downpayment, principal reduction and closing cost
of low and very low incomes in 40 of 50 units moderate income
single family detached units.
.� 1997-1998 Lease Purchase Program, Working with Florida Housing Finance
Authority and Lakeland Housing Authority to develop a
$20,000,000 tax exempt bond for the credit impaired moderate, low
and very low income families
Page 3 of 4
JOHN R. PARKE III, Continued
1997-1998 Forest Cove at Sanford Farms, Wrote and awarded $400,000 grant
by Florida Housing Finance Authority for downpayment, principal
reduction and closing cost of low and very low incomes in 20 of
.- 56 units moderate income single family detached units.
1995-On-going Palm Point, Chief Executive Officer of Medco Development, 100
homes, $6,900,000, SHIP, HUD, FmHA, Developer, Contractor,
General management, Government Liaison.
1994-1996 The Oranges, Chief Executive Officer of Medco Development, 13
homes, $895,700, HUD, Developer, Contractor, General
management, Government Liaison.
1994-1996 Yammassee Addition, Chief Executive Officer of Medco
Development, $1,132,000, 18 homes, SHIP, HUD, FMHA,
Developer, Contractor, General management, Government Liaison.
1994-1996 Woodruff, Chief Executive Officer of Medco Development, 9
homes, $562,500, SHIP, HUD, Developer, Contractor, General
management, Government Liaison.
1993-1994 San Lanta, Chief Executive Officer of Medco Development, 34
homes, $2,125,000, SHIP, HUD, Developer, Contractor, General
management, Government Liaison.
1992-1995 St. George Gardens, U.S.V.I., Chief Executive Officer of Capital
International Corporation, 58 lots, 3 homes, $1,500,000, HUD,
FMHA, Developer, Contractor, General management, Government
Liaison.
1990-1992 St. George Villas, U.S.V.I., Chief Executive Officer of Capital
Development, 62 lots, 62 homes, $4,340,000, HUD, FMHA,
Developer, Contractor, General management, Government Liaison.
1990- 1991 Beeline Industrial Park, Partner of Beeline Associates, 2 buildings
total 46,000 sq. ft., $4,600,000, light industrial warehouses.
Page 4 of 4
Global Funding & Investment Group, Inc.
GENE WHITLOCK
635 Arbukle Court
Winter Springs, FL 32708
407-977-8773 voice
407-696-9365 fax
BUSINESS EXPERIENCE
1997 to Present, President,
Global Funding & Investments, Inc., Real Estate Sales of foreclosed properties.
Oversee: Repair and renovations; negotiate contracts; arrange inspections by
home inspectors, termite and WDO; arrange financing; market the property;
provide previous sales information to appraiser; review closing documents;
arrange for home warranties; attend closings and deliver funds to the sellers.
1986 to 1995, Developer, Contractor and General Managment
Worked with the Farmers Home Administration (FmHA) for multi-family
apartment complexes in the Southern Illinois area. Acted as developer and
contractor for apartment complexes in:
• Pittsfield, Illinois
• Carrollton, Illinois (2 projects)
• Murrayville, Illinois
• Worden, Illinois
• Moro, Illinois (2 projects)
• Bethalto, Illinois
• New Athens, Illinois
• Shipman, Illinois
• Meadowbrook, Illinois
1979 to 1986, Renovation of Existing Housing
Attended Lewis and Clark Community College specializing in Real Estate law,
Principles, finance, appraisal and brokerage. Started in renovation of existing
homes and incorporating various government programs that offered down
payment assistance and closing cost with home ownership education. Worked
with the Illinois Housing Development Association and Madison County Housing
Authority in single family detached and multi-family attached for income
guidelines qualified and/or disabilities designed for their special needs.
PROFESSIONAL SKILLS
• Florida Real Estate Salesperson License
• Florida Mortgage Brokers License
• Member Institute of Residential Marketing Candidate
• Member Florida Real Estate Academy
• Member Kambuck Resources (Mortgage Broker)
. Finishing Courses for General Building Contractors License
EDUCATION
• Task Real Estate Academy
• Coldwell Banker University
. Lewis and Clark Community College
The Dyna Verse Group
JAMES C. ALLISON
2922 Embassy Court
Casselberry, FL 32707
407-696-0018 voice
407-696-2557 tax
BUSINESS EXPERIENCE
1996 to Present, President,
Equity Management Consultants, Consultants to Construction companies and
Community Economic Empowerment
1992 to 1996, Senior Consultant
ZHA Inc. Planning, design and development of Minority Business Enterprises
(MBE), Disadvantage Business Enterprises (DBE) and Women Business
Enterprises (WBE). CRA Plan for Winter Park, Florida
1979 to 1992, Corporate Diversity Program Officer
Gilbane Building Company, Responsible for the firm's nationwide contract
compliance, affirmative action, minority/women business utilization program,
external community affairs and state/federal government liaison.
1973 to 1978, Assistant to Executive Vice President
University of Florida, Functioned as the University's representative on the State
University System's Desegregation Task Force.
1973 to 1974, Executive Director
Contractor's Association of Boston, Inc. , Recruited by the Department of Labor
and the local business community to set up, develop and implement a
construction related minority business development center. Interacted with union
leaders, state and city officials, major contractors, federal agencies and
financial/surety institutions to develop business growth opportunities for over
seventy (70) CAB members.
1969 to 1973, Assistant to the President and Chancellor
Massachusetts's Institute of Technology (MIT), - Director of Equal Opportunity
and Minority Community Affairs.
PROFESSIONAL SKILLS
. Minority Business Consultant
• Corporate Coach
. Community Revitalization Consultant
EDUCATION
• Harvard Graduate School of Education, Boston, MA- Master's Degree in
Education.
. Roger Williams Junior College - Structural Engineering
+ PROFESSIONAL AND CIVIC POSITIONS - MBEIWBE ADVOCACY ROLES INCLUDE
• Associated General Contractors of America - National Construction Education
Comm.
• National Transportation Board - MBE Affairs Committee
• National Minority Supplier Development Council - National MBE Advocacy
Committee
• National Association of Minority Contractors - Major Company Partnership
Program
• National Hispanic American Construction Entrepreneurs - National Corp.
Advisory Member
• Langston University - National Inst. For the Study of Minority Enterprise Board
Member
• National Black Caucus of Local Elected Officials - National Cochairman
Corp. Round Table
• National Organization of Black County Officials — Corporation Roundtable,
_ Charter Member
. National Business League - Asst. Vice President, Northeast Region
• American Association for Affirmative Action- Board of Directors
. The Forum for Black Public Administrators-Associate member
• Florida State Conference of NAACP Branches -District III Director
PRESENT CIVIC INVOLMENT
• American Contract Compliance Association, Chairman of Corporate
Advisory Board
• Coalition for the Homeless, Board of Directors
• Winter Park Kiwanis, Board of Directors
• BridgeBuilders of Winter Park, Board of Directors
• Florida Highway Patrol's Troop "D" Diversity Advisory Committee
SUMMARY OF EXPERIENCE
41. Thirty (30) years experience in the structural design and construction
management field with 20 of those years m a leadership role directing contract
compliance, affirmative action and minority/women business utilization affairs.
Responsibilities included managing all aspects of the DBE/MBENVBE program
activities for various construction projects throughout the country. Served as
liaison to federal, state and local government compliance agencies, Construction
industry advisor to several national civil rights organizations and lecturer to MBE
specialists and MBENVBE support service groups on "Effective Growth and
Development Program Strategies for Construction-Related Local MBE'sNVBE's".
"Why Disparity Studies Don't Work" and "Court Acceptable Race Neutral/Equal
Access Program" "MBE Office Staff- Survival Kit 101"
Planned, developed and coordinated EEO/MBENVBE utilization programs for
school districts, aviation authorities, convention centers, health care complexes
corporate headquarters and university construction projects throughout the
eastern half of the USA. Received over twenty five National/Regional
appreciation awards between 1983 and 1993.
PROJECTS
• Planned, developed and coordinated the implementation of EEO/MIBE/WBE
programs for over 200 construction projects throughout the eastern half of the US
including:
• Harvard Graduate School of Government Cambridge, Mass.
• Florida State Univ./Florida A&M Univ. School of Engineering - Tallahassee, FL
• Exxon Research Facilities- Clinton N.J.
• Greater Orlando Airport- Orlando, FL
• Frito Lay Corporate Headquarters - Plano, Texas
• Howard University Dormitories-Washington, D.C.
• George Brown Convention Center - Houston, Texas
it
• Bexar County Court House - San Antonio, Texas
• Miller Brewing Company- Milwaukee, Wisconsin
• International Terminal O'Hare airport— Chicago, Illinois
Higher Visions, Inc.
•
Huberta NI. Davis
PO Box 2045
Titusville, FL 32781
321/267-3923(Home)
321/383-7752 (Work)
PROFESSIONAL EXPERIENCE
1997— Present, President/CEO, Higher Visions, Inc., Titusville, Florida
Consulting and grant writing services to for-profit and nonprofit organizations and housing
.. authorities.
1992— 2000, Housing Manager, Seminole County, Florida
Development, coordination and administration of the HOME, SHIP, CDBG, ESGP, RRP, and
other housing programs and activities; technical assistance to and monitoring of
approximately forty (40) for-profit and non-profit sub recipients and CHDO's; and liaison to
the Affordable Housing Advisory Committee, Seminole County Bankers Consortium,
y, mortgage brokers, builders, Realtors, community organizations, and other governmental
agencies in matters relating to housing programs.
1997 — Present, Executive Director, The RAIN Foundation, Inc., Titusville, Florida
Development, management and implementation of housing, economic development and
financial assistance programs. Submission of grants applications and receipt of several
multi-million dollar housing grants. Assistance to hundreds of individuals in obtaining home
ownership opportunities. Provision of down payment, closing costs and financial assistance
to individuals.
1986— 1992, CDBG Planner, City of Titusville, Florida
Responsibilities included the administration, supervision, and programming of the Titusville
Improvement Program, including CDBG, Rental Rehab and HOME Program activities.
1981 —1986, Program Coordinator, City of Titusville, Florida
Administration of all phases of the Titusville Improvement Program community development
and housing activities.
1980— 1981, Housing Specialist& 312 Loan Officer, City of Titusville, Florida
Responsibilities included implementation of all phases of the housing segment of the CDBG
Program including Acquisition, Demolition, Relocation, Rehabilitation Grants/Loans and 312
Program Loans.
1976— 1980, Housing/Relocation Specialist, City of Titusville, Florida
Responsibilities included overseeing the relocation, acquisition and rehabilitation grant
activities of the CDBG Program. Specific job activities included conducting home and office
interviews, placing applicants in appropriate workload, data collection, counseling sessions,
acquisition of properties including residential and road rights-of-way, and providing
assistance to recipients with temporary and permanent replacement housing.
EDUCATION
•- University of Central Florida, Orlando, Florida
Brevard Community College, Cocoa, Florida
Marshall University, Logan, West Virginia
LICENSES & MEMBERSHIPS (Past & Present)
Florida Real Estate License
Florida Mortgage Broker License
Nonprofit Housing Roundtable
National Association of Housing Rehabilitation Officers (NAHRO)
Florida Community Development Association (FDCA)
Florida Housing Coalition
Housing Advocacy Coalition
Chamber of Commerce Affordable Housing Subcommittee
Interagency Grants Network (SIGN)
SHA self-sufficiency Program Development Committee
SHA Resident's Council Advisory Committee
East Central Florida Regional Planning Council Affordable Housing Committee
HIGHLIGHTS OF ACTIVITIES
• Development and submission of Annual CDBG Grant Application packages to HUD
_ • Development and submission of Rental Rehabilitation Program applications
• Coordination, design and implementation of HOME Program activities
• Coordination, design and implementation of SHIP Program activities
• Development of CDBG Program Policies and Procedures
• Housing Assistance Plans (CDBG. SHIP, etc.)
• Affordable Housing Incentive Plan and Summary Booklet
• Affordable Housing Programs Booklet
• Comprehensive Housing Affordability Strategy (CHAS)
• Citizen Participation Plan
• Business Utilization Affirmative Action Plan
— • Affirmative Marketing Policies and Procedures
s • Inventory Control Policies and Procedures for transfer of publicly owned land
• Grantee/Annual Performance Reports (CDBG, HOME, SHIP, RRP, Relocation)
— • Environmental Review Assessment/Record
• Economic Development activities
• 312 Loan Program activities
• Technical Assistance/Monitoring Plans
• Development of Contracts and Sub recipients Agreements
• Community Grant Information Network (CGIN) Pilot/Congressman Jim Bacchus
• Public Service Projects • Public Facilities projects
• Relocation Policies and Procedures
RECENT ACCOMPLISHMENTS
-0999 NAHRO Award of Excellence (Post Disaster Assistance - Emergency
Reconstruction Program)
—> 1999 NAHRO Award of Merit (Program Innovation—Community Revitalization)
—> 1999 FAHRO Best Practices Award (Disaster Assistance)
—> 1998 NAHRO Award of Merit (Administrative Innovation — Partnership Program)
—> 1999 NAHRO-SERC Best Practices Award (Disaster Assistance)
—> 1999 HUD John Gunther Best Practices Award (Post Disaster Assistance)
—> 1998 NAHRO Award of Merit (Administrative Innovation —Partnership Program)
—> 1998 International Who's Who of Entrepreneurs
SUMMARY OF EXPERIENCE
Twenty plus years experience in developing, managing and implementing local government
and nonprofit grant programs, including all aspects of the Community Development Block
Grant (CDBG) Program, HOME Program, State Housing Initiatives Partnership (SHIP)
Program, Emergency Shelter Grant (ESG) Program, Rental Rehabilitation Program, 312
Loan Program, Impact Fee Assistance and HUD Affordable Housing Program. Responsible
for budget development and control; staff assignments; coordination of activities with and
dissemination of information to community groups, citizens, County and City Councils and
Boards, Advisory Committees, staff, nonprofit and for profit organizations and CHDO's;
preparation and submission of applications and reports to HUD and FHFC; development and
implementation of policies, procedures, plans and other pertinent documents; researching,
writing and administering related grants.
Possess organizational skills and high energy level which yields high productivity. Proven
capability to effectively deal with clients, the general public, HUD, FHFC, sub recipients,
including non-profits and for-profits, banking and mortgage brokers, elected officials and
fellow employees. Astute motivator with the ability to identify and maximize talent of
— subordinates. Excellent ability to clearly and concisely present information in both oral and
written form.
REFERENCES Available upon request
a
WILLIAM "CHAP" V. CHAPPELL, III
214 N. Griffin Drive
-• Casselberry, FL 32707
407-310-9995
BUSINESS EXPERIENCE:
1978 - Present, Developer and Contractor in the
United States and U.S. Virgin Islands. (1988) See
attached list of projects, including 965 developed
sites and 1,599 homes for a total dollar amount of
$74,091,700.
PROFESSIONAL SKILLS:
• General Contractor
• Real Estate Developer
• Mortgage Broker
• Real Estate Salesman
• Consultant
a PROFESSIONAL ACHIEVMENTS:
• 1996-First Affordable Housing Incentive recipient
in Seminole County
• 1996 -Largest SHIP recipient in Seminole County
• 1995 -Largest SHIP recipient in Seminole County
• 1995 -Selected for demonstration project by
HANDS
• 1994 -Largest "For Profit" SHIP recipient in
Seminole County
• 1994 -SHIP recipient, Volusia County.
• 1984 -Multi-Family Second Place Project of the
year
• 1981 -Homebuilder House of the Year (Marion
County).
• 1978 -Founding Member of FmHA HBA (National).
EDUCATION:
• 1974 - 1978 Oklahoma State University
• Florida Real Estate Principles, Practices & Law
• Mortgage Brokers Law & Practice
• Continuing Education: Managing Multiple
Objectives, and Deadlines
• Time Management
PROJECTS:
1995-1997 Palm Point, President of Medco Development, 100
homes, $6,900,000, SHIP, HUD, FmHA, Developer,
Contractor, General management, Government
Liaison.
1994-1995 The Oranges, President of Medco Development, 13
homes, $895,700, HUD, Developer, Contractor,
General management, Government Liaison.
1994-1995 Yammassee Addition, President of Medco
Development, $1,132,000, 18 homes, SHIP, HUD,
FmHA, Developer, Contractor, General management,
Government Liaison.
1994- 1995 Woodruff, President of Medco Development, 9
homes, $562,500, SHIP, HUD, Developer,
Contractor, General management, Government
Liaison.
1993-1994 San Lanta, President of Medco Development, 34
homes, $2,125,000, SHIP, HUD, Developer,
Contractor, General management, Government
Liaison.
1992-1995 St. George Gardens, President of Capital
International Corporation, 58 lots, 3 homes,
$1,500,00, HUD, FmHA, Developer, Contractor,
General management, Government Liaison.
1990-1992 St. George Villas, U.S.V.I., President of Capital
Development, 62 lots, 62 homes, $4,340,000, HUD,
FmHa, Developer, Contractor, General management,
Government Liaison.
1990 Estate Concordia. U.S.V.I., President of Development
Construction, 50 lots, 200 homes, $2,750,000,
FEMA, Developer and Contractor.
1988 Calihan, Florida, Private Consultant, 43 lots, 43
homes, $1,892,000 FmHA.
1988 Jefferson Heights, Private Consultant, 49 lots, 49
homes, $2,842,000, FmHA.
1986 Green Cove Heights, Vice-President United, 80 lots,
80 homes, $3,840,000, FmHA, Developer and
Contractor.
1986 Silver Springs Shores, Vice-President United, 30 lots,
30 homes, $1,350,000, V.A., FHA, Developer and
_ Contractor.
1985 Logans Run, President of Development Construction,
300 homes, $18,000,000, Fanny Mae Project Condo,
Developer and Contractor.
1984 Lake Wier Heights, President of Development
Construction, 90 lots, 90 homes, $3,870,000, FmHA,
Developer and Contractor.
1984 George Mayo Apartments, President of Development
Construction, 32 units, $960,000, FmHA Apartments,
Developer and Contractor.
1984 Coral Ridge Annex, President of Development
Construction, 20 lots, 20 homes, $900,000, FmHA,
Developer and Contractor.
1983-1984 commercial Construction, President of Development
Construction, 8 projects, $1,800,000, Commercial,
Developer and Contractor.
1983 Bellview Hills, President of Development
Construction, 36 lots, 36 homes, $1,614,000, FmHA,
Developer and Contractor.
1983 Archer Woods, President of Development
Construction, 60 lots, 60 homes, $3,150,000, FmHA,
Developer and Contractor.
1983 Fairfax Hills North, President of Development
Construction, 30 homes, $1,350,000, FmHA,
Developer and Contractor.
1982 Sugar Hills, President of Development Construction,
24 units, $720,000, FmHA Apartments, V.A.,
Developer and Contractor.
1982 Chappell Hills, President of Development
Construction, 50 lots, 50 homes, $2,250,000,
FmHA, Developer and Contractor.
1982 Trubin Terrace, President of Development
Construction, 18 lots, 18 homes, $888,000, FmHA,
Developer and Contractor.
1981 West View, President of Development Construction,
24 lots, 24 homes, $888,000, FmHA, Developer and
Contractor.
1981 Coral Ridge, President of Development Construction,
28 lots, 28 homes, $1,260,000, FmHA, Developer
and Contractor.
1981 Fairfax Hills, President of Development Construction,
— 68 lots, 68 homes, $3,000,000, FmHA, Developer
and Contractor.
1980 Marion Hills, President of Development Construction,
22 lots, 22 homes, $990,000, FmHA, Developer and
Contractor.
1979 Old Belleview Addition, President of Development
Construction, 14 lots, 14 homes, $532,000, FmHA,
Developer and Contractor.
1978 Reddick Hills, President of Development
Construction, 20 lots, 20 homes, $700,00, President
of Development Construction, FmHA, Developer and
Contractor.
1978 Robin Wood Estates, Vice President United, 43 lots,
$1,849,000, FmHA, Developer and Contractor.