COMMUNITY BENEFITS PLAN SUBMISSION FORM

COMMUNITY BENEFITS PLAN SUBMISSION FORM
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 community, including historically underrepresented minorities, women, and small businesses. While the baseline for a CBA includes meeting the MBE/FBE/CSB and local workforce targets the City has required for years, we believe a strong CBA can build 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 create 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 - Standard CBA and Expanded CBA.

A Standard CBA is for all projects receiving $250,000 or more in City assistance and under $20 million in total cost (including residential tax abatements for projects under $75 million); the CBO outlines a set of mandatory community benefits.

An Expanded 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 Expanded CBA consist of the mandatory community benefits listed in the Standard CBA; it must also be coupled with additional community benefits to be considered for legislative approval. The CBO provides a great deal of flexibility in determining the appropriate additional community benefits related to the project. The CBO offers categories, suggested considerations of additional community benefits, and associated requirements that must be met.

Based on the CBO, City Council will not approve any development project incentives, nor can the City close on any incentive agreements or contracts until all community benefits are agreed upon. Therefore, the preference is to begin the conversation about community benefits early in the process; however, the Administration will not engage in the process until the Developer has a firm development project that will move forward.

It is critical that The Developer does not 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 quantifiable and/or measurable terms with S.M.A.R.T. milestones – Specific, Measurable, Achievable, Relevant, and Timely – and timelines wherever possible. If the SMART method is not applied, the application may be rescinded. Applicants are strongly encouraged to clearly and concisely respond to each answer in the space provided.

For example, in response to your plan to provide internship opportunities to City of Cleveland residents, here's how you can answer using S.M.A.R.T. milestones:

"John Doe Development, Inc. plans to provide internship opportunities to two (2) City of Cleveland Residents who are currently enrolled as students at Tri-C (Specific) for a total of 50 workable hours at the pay rate of $20 per hour (Measurable). The goal is to have hired the intern by the start of construction (Achievable). The selected Interns will assist the Development team with fulfilling other required elements of the CBA, like planning and organizing Community Stakeholder Meetings and compliance 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 professionals (Relevant). Once the Interns have successfully fulfilled their 50 workable hours, if the opportunity presents itself for future employment, we would like to give them first consideration to become official members of our team here at Neighborhood Family Practice. (Timely)."

** Before meeting with the Administration, the Developer should have: **
- Proforma for the project
- Site plan
- Project development timeline
Have you met with either the Department of Economic Development or the Department of Community Development to discuss the development project seeking financial assistance?*

YesNo

COMPANY OWNERSHIP INFORMATION

Please provide information for the highest executive of the Lead Applicant company/organization submitted on the previous page.
Name:*

First NameLast Name
Title:*
Primary Email Address:*
example@example.com
Primary Phone Number:*
Please enter a valid phone number.
Will the person listed above be the main point of contact for this development project?:*

YesNo
Please list contact information for the main point of contact within the organization for this development project*
Does the company have more than one (1) Owner?:*

YesNo
Please list ALL executive(s)/Owner(s) Name, Title, and Ownership %:*

	Dollar Amount $
Acquisition (Land/Building)
Building (Construction/Renovation)
Machinery & Equipment
Infrastructure
Soft Cost (Fees, Miscellaneous)

	Dollar Amount $
Equity Investment
City of Cleveland
Bank Loan(s) (Total)
Other Government Loan(s) (Total)

COMMUNITY BENEFITS PLAN

Summarize the specific objectives the Applicant is committing to in its Community Benefits Plan (CBP) in quantifiable terms with S.M.A.R.T. milestones – Specific, Measurable, Achievable, Relevant, and Timely – and timelines wherever possible. If the S.M.A.R.T. method is not applied, the application may be rescinded. **NOTE: Expanded CBAs (projects with a total cost over $20 Million), a minimum of four (4) additional community benefits must be submitted along with the required Standard CBA components.**
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)?*

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

YesNo
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 be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
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 *
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
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.*
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to create and/or participate in mentor/protégé programs for certified MBEs, FBEs, CSBs. *
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
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 opportunities for City of Cleveland high school graduates and students who are Cleveland residents.*
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan that shows a commitment to meeting periodically with community stakeholders to obtain their input on the development project. 5 MEETINGS IN TOTAL - THREE (3) meetings (at each phase: project design phase, during construction, and post-project) and must attend TWO (2) Community Benefits Resource Expos to source subcontractors and City of Cleveland workers.*
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to provide quarterly reports to the Office of Equal Opportunity(OEO) regarding CBA compliance.*
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.

COMMUNITY BENEFITS PLAN

Summarize the specific objectives the Applicant is committing to in its Community Benefits Plan (CBP) in quantifiable terms with S.M.A.R.T. milestones – Specific, Measurable, Achievable, Relevant, and Timely – and timelines wherever possible. If the S.M.A.R.T. method is not applied, the application may be rescinded. **NOTE: Expanded CBAs (projects with a total cost over $20 Million), a minimum of four (4) additional community benefits must be submitted along with the required Standard CBA components.**
Please provide a specific plan to provide joint venture, co-development, and owner-representative opportunities for MBEs, FBEs, and CSBs.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to create Associate partner opportunities for MBEs, FBEs, and CSBs.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to promote, support, and participate in workforce collaborations similar to those supported in the manufacturing, information technology, and healthcare sectors that expand job opportunities for communities of color and women.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to host job fairs and contractor information/networking sessions about upcoming contracting opportunities.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to unbundle construction work into smaller bid packages of sizes suitable for competition by MBE, FBE, and CSB firms.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to facilitate access to bonding, financing, insurance, and other capacity-building assistance to MBEs, FBEs, and CSBs.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to promote opportunities for investment in the Development Project, including but not limited to community investment trusts and community land ownership.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to incorporate LEED principles and additional sustainable business practices into the design and construction of the Development Project.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to provide neighborhood infrastructure and safety improvements, including but not limited to curbs, street paving, sidewalks, multi-purpose and bicycle paths, pedestrian traffic-calming measures, parks and green space, landscaping, lighting, security cameras, bicycle racks, signage, public art, and blight removal to the extent not provided by the City or other public entity.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to provide Affordable housing units in conjunction with the Development Project and/or contribute to a fund for that purpose.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan for using project financing from a financial institution that has submitted an Affidavit of Intent required under Codified Ordinance Section 178.05 and in the form contained in Section 178.07, affirming its lending and financing opportunities and defined lending program in support of residential and commercial development in Cleveland's neighborhoods.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to use Cleveland Public Power as the project's preferred electricity provider.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to enter into a Project Labor Agreement (PLA) with one or more construction unions for the Development Project
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to provide work opportunities for formerly incarcerated persons and at-risk youth.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to meet other community needs related to the Development Project.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to contribute to a community equity fund designated by the Director of Finance with all expenditures requiring legislative approval.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.
Please provide a specific plan to implement any other negotiated community benefits, including but not limited to those enumerated in the regulations and procedures promulgated under Section 190A.06.
To be considered for approval, responses must use the SMART methodology—Specific, Measurable, Achievable, Relevant, and Timely. If the SMART method is not applied, the application may be rescinded.

Thank you for your interest in developing the various communities of Cleveland!

The City of Cleveland understands that a strong and vibrant economy is crucial for a city's growth and prosperity. Therefore, the Mayor's Office of Equal Opportunity acknowledges its unique responsibility to ensure that development projects directly impact the communities where they are built. Additionally, it aims to ensure that public funds benefit the entire community and historically underrepresented minorities and women are given opportunities to participate in the City of Cleveland's economy through building and construction trades and professional services.

In order to initiate the development process, it is advised that the Developer arrange a meeting with either the Department of Economic Development or the Department of Community Development. The Developer needs to have a well-defined project proforma, site plan, and development timeline before requesting a meeting with the administration. Doing so will enable the Administration to make well-informed decisions and facilitate a seamless and successful development process. The proposed terms of the development project will be subject to a thorough review by the respective department staff, who will subsequently determine whether or not to proceed with the incentive allocation process.
- Click here for commercial or mixed-use development projects (including Tax Increment Financing (TIFs)) - Department of Economic Development
- Click here for residential development projects (including Tax Abatements) - Department of Community Development
Please contact the appropriate department before submitting your Community Benefits Plan to the Mayor's Office of Equal Opportunity (OEO). Adhering to this procedure will help ensure your submission is processed efficiently and eliminate additional unnecessary delays.

The Mayor’s Office of Equal Opportunity does not control the timing of your project.

Thank you for your attention on this matter. We are eager to hear from you to discuss growing the City of Cleveland in a fair, inclusive, and equitable way.

If there is any information that was not provided in this form and/or any additional information that is pertinent to the project, please upload it here in a separate document. i.e.; Proforma, Site Plans, Schematic Design, Renderings, Photos, News Articles/Write-Ups, Partnership Agreements, etc.

NOTE: Subject for public use with prior approval
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I certify that the statements I have made on this form and all attachments thereto are true, accurate, and complete. *

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COMMUNITY BENEFITS PLAN SUBMISSION FORM

COMPANY INFORMATION

COMPANY OWNERSHIP INFORMATION

PROJECT OVERVIEW - SCOPE OF WORK

COMMUNITY BENEFITS PLAN

COMMUNITY BENEFITS PLAN