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Housing Stability Council MEETING MATERIALS PACKET
Lancaster Bridge Corvallis Oregon
December 16, 2016
9:00 a.m. – 1:00 p.m.
Oregon Housing & Community Services
Conference Room 124
Salem, Oregon 97301
Oregon Governor Kate Brown
Housing Stability Council Oregon Housing and Community Services
725 Summer St. NE, Suite B
Salem OR 97301-1266
PHONE: 503-986-2000
FAX: 503-986-2020
TTY: 503-986-2100
Council Members: Aubre L. Dickson, Chair
Tammy Baney
Michael C. Fieldman
Anna Geller
Zee D. Koza
Adolph “Val” Valfre, Jr.
TIME TOPIC MOTION ACTION
1. 9:00 Meeting Called to Order Roll Call
Call Roll
2. 9:05 Public Comment Comment
3. 9:15 Oregon’s Affordable Housing: Analysis of Performance and Trends Emily Schelling & Madeline Baron, Housing Development Center
Briefing
4. 10:15 Draft Meeting Minutes November 4, 2014; pages 3-10
November 18, 2014; pages 11-24
Approval
5. 10:30 Consent Calendar for the Residential Loan Program Kim Freeman, Single Family Section Manager
Page 25 Approval
6. 10:35 2017 Mental Health Housing NOFA Recommendation Julie Cody, Assistant Director, Housing Finance & Heather Pate, Multifamily Section Manager
Page 27 Approval
7. 11:15 Manufactured Housing – Challenges and Opportunities (pages 31-75) Claire Seguin, Assistant Director Housing Stabilization & Dan Elliott, Senior Energy Policy Analyst
Teri Smith CASA of Oregon, Manufactured Housing Community Development Program Manager & Chelsea Catto, Manufactured Housing Cooperative Development Director
Terry McDonald, St. Vincent de Paul of Lane County, Executive Director & Heather Buch, Principal Broker
Arthur Chaput, NeighborWorks Umpqua, Housing Rehab Director
Briefing
8. Report of the Director Report
9. Report of the Chair Report
10. 1:00 Meeting Adjourned
AGENDA December 16, 2016 9:00 a.m.-1:00 p.m.
Oregon Housing and Community Services, Room 124 A&B 725 Summer St NE, Salem OR 97301
Call-In: 1-877-273-4202; Participant Code: 4978330
Page 1
Oregon Governor Kate Brown
Oregon Housing Stability Council Oregon Housing and Community Services
725 Summer St. NE, Suite B
Salem OR 97301-1266
PHONE: 503-986-2000 FAX: 503-986-2020
TTY: 503-986-2100
November 4, 2016
Oregon Housing Stability Council Meeting Minutes
Chair Dickson called the meeting to order at 9:05 a.m. He then asked for the roll call.
Council member Present Excused By Phone
Tammy Baney X
Mike Fieldman X
Anna Geller X
Zee Koza X
Acting Chair, Adolph “Val” Valfre X
Chair, Aubré Dickson X
Introduction of New Director
Chair Dickson introduced the new Director, Margaret Salazar. He also expressed his appreciation
for the work Assistant Director Seguin provided while in the role as Interim Director.
Public Comment
Chair Dickson invited those in the room and on the phone to provide public comment. No
comments were given. Chair Dickson closed the public comment section of the agenda.
Draft Meeting Minutes for Approval
The meeting minutes from the October 7 Housing Stability Council meeting were presented to
the Council in the meeting materials packet. Chair Dickson asked if any of the Council members
had any corrections or additions to the meeting minutes.
Kris Klemm offered that she had incorporated the suggestions sent to her from Councilmember
Valfre. No further edits or corrections were given. Chair Dickson then asked for a motion for
approval. Councilmember Koza moved to approve the meeting minutes and Councilmember
Baney seconded the motion. Chair Dickson then called for the vote.
October 7, 2016 Meeting Minutes:
Council member Motion Yes No Abstain Excused Tammy Baney 2
nd X
Mike Fieldman X
Anna Geller X
Zee Koza X X
Adolph “Val” Valfre X
Chair Aubré Dickson X
Vote: 6:0:0:0 | PASS
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Oregon Housing Stability Council Minutes
Consent Calendar – for Approval
Residential Loans – Kim Freeman, Single Family Section Manager
Ms. Freeman provided the Council with an overview of the requests for approval which can be
found on pages 14 in the meeting materials packet. Ms. Freeman told the Council that the four
loans up for approval today all fell within agency guidelines.
Councilmember Baney asked if the income amounts shown for each of the loan applicants were
gross incomes. Ms. Freeman said that they were gross incomes. Councilmember Baney then said
she was struggling a bit with the income shown and the amount of the loan for one of the
applicants; she wondered if the loan was a wise choice. Ms. Freeman told the Council that all of
the loan applicants meet the “Fanny/Freddy” requirements. As long as the applicants meet the
requirements, OHCS will purchase the loan. Chair Dickson asked for a motion from the Council.
Councilmember Valfre moved to accept the consent calendar as presented and Councilmember
Koza seconded the motion. Chair Dickson then called for the vote:
Consent Calendar for Approval:
Council member Motion Yes No Abstain Excused
Tammy Baney X
Mike Fieldman X
Anna Geller X
Zee Koza 2nd
X
Adolph “Val” Valfre X X
Chair Aubré Dickson X
Vote: 6:0:0:0 | PASS
Mental Health Housing NOFA Award Approvals – Julie Cody, Assistant Director, Housing
Finance & Natasha Detweiler, Housing Finance Policy Analyst
Ms. Cody introduced herself and Ms. Detweiler and told the Council that Darcy Strahan from
OHA was on hand in the room to answer any questions about the projects. Ms. Cody then
provided a high-level overview of the Mental Health Housing NOFA process. Please reference
the meeting materials packet for additional details.
Ms. Detweiler provided the Council with an overview of the total pool for consideration and
informed the Council of the reasons why two of the projects submitted did not receive a
recommendation from the OHCS staff. She also reviewed the areas in which each of the
applications could earn points in the scoring process.
Chair Dickson asked for more details about how the two projects not up for consideration failed
to meet the threshold. Ms. Cody told the Council that one of the projects did not actually request
any funds in the application and the other project did not meet the minimum requirements for
funding.
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Oregon Housing Stability Council Minutes
JACKSON CRISIS RESOLUTION CENTER:
Ms. Detweiler then provided an overview of the Jackson Crisis Resolution Center project. Please
reference the meeting material packet for the project details. She told the Council that the project
sponsors (Columbia Care) were in the room and available to answer any questions they might
have.
Councilmember Fieldman asked if the “Olmstead Act” applied to this project. Ms. Detweiler told
the Council that the “Olmstead Act” does not apply to crisis respite.
Councilmember Geller asked what amount of the NOFA funds were set aside for crisis respite.
Ms. Detweiler told the Council that of the $20 million, $2.5 million was set aside for crisis
respite. Councilmember Geller then asked if this project would have 24-hour on site staff and
how long the typical stay would be for clients. Ms. Detweiler told the Council that this project
would have 24-hour on site staff and that the NOFA stipulated that the stay would be for 30
days, but could be extended for a medical reason.
Councilmember Koza asked if the medical criteria for staying beyond the 30-day limit also
include mental health criteria. Ms. Stacy Ferrell from Columbia Care told the Council that in this
type of setting the average stay is 5-7 days and that this project is intended to stabilize the clients
and connect them to the appropriate level of care. Councilmember Koza also asked about
hardened rooms and staffing rations. Ms. Stacy Ferrell told the Council that there were no
hardened rooms available. Staffing ratio will be 4:3:3.
Chair Dickson asked for a motion from the Council. Councilmember Baney made the motion
found on page 22 of the meeting material packet and Councilmember Koza seconded the motion.
Chair Dickson then called for the vote:
Jackson Crisis Resolution Center
Council member Motion Yes No Abstain Excused
Tammy Baney X X
Mike Fieldman X
Anna Geller X
Zee Koza 2nd
X
Adolph “Val” Valfre X
Chair Aubré Dickson X
Vote: 6:0:0:0 | PASS
SWING LANE SUPPORTIVE HOUSING:
Ms. Detweiler provided an overview of this project. Please reference the details found in the
meeting materials packet.
Councilmember Geller asked about the makeup of the units in this project. Ms. Detweiler told
the council that the townhomes consists of five 2-BR units, 2 3-BR units and one manager unit.
Councilmember Koza asked if the units would be roommate situations or family situations in the
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Oregon Housing Stability Council Minutes
multi-bedroom units. Ms. Ferrell told the Council that the 2-BR could be a single person or a
roommate situation. The 3-BR units would be set up as a “board and care” situation. And there
will be on-site care/assistance available.
Chair Dickson asked for a motion from the Council. Councilmember Valfre made the motion
found on page 24 and Councilmember Baney seconded the motion. Chair Dickson then called
for the vote:
Swing Lane Supportive Housing
Council member Motion Yes No Abstain Excused
Tammy Baney 2nd
X
Mike Fieldman X
Anna Geller X
Zee Koza X
Adolph “Val” Valfre X X
Chair Aubré Dickson X
Vote: 6:0:0:0 | PASS
EASTSIDE CAMPUS CONDO A:
Ms. Detweiler provided the overview of this project. She told the Council that this project is
sponsored by Central City Concern (CCC) and they are in the room today and can address
questions.
Councilmember Koza praised the CCC for this project and all of their other work around the
state. Councilmember Geller asked if the clients would all be referred to his project. Sean Hubert
from Central City Concern told the Council that all clients will be referred to this project and
they can also self-refer to this project? The priority is to work with referral partners first and then
the general public. The need for this type of program is extreme. This project is an expansion of
a current program being administered by CCC. Councilmember Geller and Baney both asked if
the CCC would take referrals from other areas in the state. Mr. Hubert said that could be
problematic as a good portion of the funding they receive is from the counties they are currently
serving. Their funders want their money to address concerns in their neighborhoods and not out
in other jurisdictions.
Councilmember Koza asked if there was a time block between leaving treatment and entering
housing. CCC is trying to address that “middle” place right now by having a mix of units in their
projects (25% permanent and 75% transitional).
Chair Dickson asked for a motion from the Council. Councilmember Baney made the motion
found on page 26 and Councilmember Fieldman seconded the motion. Chair Dickson then called
for the vote:
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Oregon Housing Stability Council Minutes
Eastside Campus Condo A
Council member Motion Yes No Abstain Excused Tammy Baney X X
Mike Fieldman 2nd
X
Anna Geller X
Zee Koza X
Adolph “Val” Valfre X
Chair Aubré Dickson X
Vote: 6:0:0:0 | PASS
DOUGLAS FIR APARTMENTS:
Ms. Detweiler provided an overview of this project. Please reference the meeting materials
packet for additional details. The sponsor is Luke-Dorf Inc. and Will Allen was present to
answer questions from the Council. He provided a synopsis of what this project will offer to the
community.
Councilmember Geller offered her thanks to the project sponsor for the great work they are
doing. Mr. Allen told the Council that this project has been so well received in the community
that they have secured additional funding for technical assistance.
Chair Dickson asked for a motion from the Council. Councilmember Baney made the motion
found on page 28 and Councilmember Fieldman seconded the motion. Chair Dickson then called
for the vote:
Douglas Fir Apartments
Council member Motion Yes No Abstain Excused
Tammy Baney X
Mike Fieldman X
Anna Geller X
Zee Koza 2nd
X
Adolph “Val” Valfre X X
Chair Aubré Dickson X
Vote: 6:0:0:0 | PASS
ARTHUR STREET DUPLEXES:
Ms. Detweiler provided an overview of this project and the details can be found in the meeting
material packet. The sponsor for this project is Shangri-La.
Councilmembers Koza and Geller wondered why there were so few applicants for this particular
NOFA and how more interest could be generated for the money available with this NOFA.
Councilmember Baney expressed her appreciation for this project and others from the
presentation today that made efforts to provide a continuum of care for the clients they will be
serving.
Chair Dickson asked if the units were part of a larger complex. Ms. Detweiler told the Council
that the units associated with this project will be dispersed within an existing apartment complex.
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October 7, 2016
Oregon Housing Stability Council Minutes
Chair Dickson asked for a motion from the Council. Councilmember Fieldman made the motion
found on page 30 and Councilmember Baney seconded the motion. Chair Dickson then called
for the vote:
Arthur Street Duplexes
Council member Motion Yes No Abstain Excused
Tammy Baney 2nd
X
Mike Fieldman X X
Anna Geller X
Zee Koza X
Adolph “Val” Valfre X
Chair Aubré Dickson X
Vote: 6:0:0:0 | PASS
Discussion:
Chair Dickson asked what the plan was for the money remaining in the Mental Health Housing
funding source. Ms. Cody told the Council that the OHCS staff in partnership with OHA and
stakeholders will be meeting to evaluate this NOFA and discuss ways to allocate the remaining
funds. They are committed to awarding the remaining funds as quickly as possible.
Once the recommendations are crafted, the workgroup will present their recommendations to the
steering committee for consideration and direction. Ms. Cody also told the Council that they will
be coming back before the Council with an update in the next month or so.
Councilmember Fieldman wondered if there were barriers that were making application for the
funds more difficult. Ms. Cody said the workgroup and OHCS staff will be brining
recommendations before the Council as soon as possible. Councilmember Geller asked how the
workgroup and OHCS staff would ensure geographic diversity. Ms. Cody told the Council that
the workgroup had other mechanisms by which they could ensure geographic diversity for this
NOFA. Councilmember Geller expressed her desire to have this NOFA process be respectful to
the whole state. It is currently easier for the Portland area to apply and receive funding.
Councilmember Fieldman said that he noticed that all five projects were within the urban areas
in the state. He wondered if there were barriers that are making it harder for the rural
communities to apply for these funds. Ms. Detweiler told the Council that the workgroup would
be addressing ways in which those barriers can be removed. Councilmember Valfre said this was
an example which the agency and Council could encourage the rural areas of the state to pursue.
It might be good to find ways to get greater rural participation in this type of NOFA in the future.
Ms. Cody told the Council that the workgroup is planning to look at all of the areas mentioned to
increase the rural participation.
Chair Dickson called for a 5 minute recess at about 10:08am. Chair Dickson called the meet
back to order at approximately 10:20am and invited the Director to give her report to the
Council.
Report of the Director –
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Oregon Housing Stability Council Minutes
Ms. Salazar told the Council she was thrilled to be her as the new Director. She then provided the
Council with a brief overview of her work biography.
Ms. Salazar then expressed her appreciation for the work done by Claire Seguin in her role and
the Interim Director.
She provided an update on the data systems modernization project. This project is intended to
bring the Multifamily and Asset Management sections an integrated system to process work and
track the OHCS housing inventory. The new system by Spring of 2017 with the new system in
place in the Fall of 2017.
The LIFT NOFA closed on October 31st. She thanked Julie Cody, Natasha Detweiler and
Heather Pate for all of their hard work in crafting and releasing the NOFA. She also thanked
Kenny La Point and Kim Travis for the work they did hosting the LIFT information sessions
around the state.
17 applications received requesting $61 million dollars representing a total of 1243 units. The
applications still have to go through review and scoring before we will know which projects will
meet the requirements. There is great representation from both urban and rural communities.
There is great interest in this program.
Ms. Salazar then had Rem Nevins introduce the newest member of the Public Affairs team, Ariel
Nelson. Rem introduced Ms. Nelson to the Council.
Ms. Salazar then asked Julie Cody to come up and provide some updates on Housing Finance
workgroups.
1. The 4% LIHTC Ad Hoc workgroup has been launched and there has been some good
work done so far. Ultimately there will be a recommendation brought before the Council.
2. The resident services fees issues that Ms. Cody and her team were planning to address by
forming a workgroup seem to have been worked out through the NOFA process. She
plans to have a public meeting and stakeholder outreach instead.
3. There is a plan in place to also address the gap funding options with stakeholder
involvement in the workgroup. A recommendation will be coming to this Council for
consideration at a future date.
4. Preservation and Asset management fees – OHCS portfolio preservation (big P as well as
little P preservation). OHCS is in the process of forming the workgroup.
Councilmember Geller would like to be considered as a member of the group working on asset
management fees.
Councilmember Fieldman welcomed Ms. Salazar in her new role as the Director at OHCS. He is
excited to work with her and utilize her broad experience in Housing finance and services.
Councilmember Baney expressed her pleasure in hearing about Director Salazar’s passion for
housing the homeless. She like the idea of looking at the two sides of homelessness, keeping
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Oregon Housing Stability Council Minutes
people from becoming homeless and helping individuals get out of homelessness.
Councilmember Valfre also expressed his pleasure about the Director’s passion for homeless.
Councilmember Koza gave Ms. Salazar a “big ole Eastern Oregon” welcome.
Report of the Chair –
Chair Dickson informed the Council that Marissa Madrigal has stepped down from her position
on the Council. The Council now has 3 open positions and he told the members that gives them
the chance to weigh in on who might be good members for the Council. He is excited to be here
today.
He is excited to see the outcome of the LIFT applications and how many of the projects came in
under the primary bucket and how many qualified under the secondary bucket.
He expressed his thanks to Val for stepping up to chair the meetings when he cannot be present
over the next few months.
Chair Dickson adjourned the meeting at 10:45pm.
Page 10
Oregon Governor Kate Brown
Oregon Housing Stability Council Oregon Housing and Community Services
725 Summer St. NE, Suite B
Salem OR 97301-1266
PHONE: 503-986-2000 FAX: 503-986-2020
TTY: 503-986-2100
November 18, 2016
Oregon Housing Stability Council Meeting Minutes
Acting Chair Valfre called the meeting to order at 9:05 a.m. He then asked for the roll call.
Council member Present Excused By Phone
Tammy Baney X
Aubre Dickson X
Mike Fieldman X
Anna Geller X
Zee Koza X
Acting Chair, Adolph “Val” Valfre X
Councilmembers Dickson, Geller and Koza joined the meeting by phone. Councilmember Baney was
unable to join us for this special meeting.
Public Comment
Acting Chair Valfre asked for public comment from those on the phone and in the room.
Beth Hays Chief Operating Officer at Community Resource Trust came forward to give
testimony. Ms. Hays told the Council about her current work and informed them that she and her
organization had submitted applications for some of the NOFAs offered by OHCS. She then
briefed the Council about the current housing situation in the Salem area. She also told the
Council she is looking forward to working with OHCS on future projects.
J. Wesley Cochran with the US Department of Agriculture Rural Development Multifamily
Housing Program Director offered his greetings and is looking forward to the meeting today. Mr.
Cochran also thanked the Agency and the Council for their partnership in delivering housing in
Oregon.
Consent Calendar – for Approval
Residential Loans – Kim Freeman, Single Family Section Manager
Ms. Freeman provided the Council with an overview of the request for approval which can be
found on pages 3 in the meeting materials packet. She brought forward six files for approval. All
six of the properties meet the requirements set by OHCS.
Acting Chair Valfre asked for a motion from the Council. Councilmember Baney moved to
accept the consent calendar as presented and Councilmember Dickson seconded the motion.
Acting Chair Valfre called for the vote:
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Oregon Housing Stability Council Minutes
Consent Calendar for Approval:
Council member Motion Yes No Abstain Excused
Tammy Baney X
Aubre Dickson 2nd
X
Mike Fieldman X X
Anna Geller X
Zee Koza X
Acting Chair, Adolph “Val” Valfre X
Vote: 5:0:0:1 | PASS
9% LIHTC and HOME NOFA Approvals – Julie Cody, Assistant Director, Housing Finance &
Natasha Detweiler, Housing Finance Policy Analyst
Ms. Cody reminded the Council that the 9% LIHTC and HOME NOFAs are the two largest
multifamily NOFAs that are put out by the agency on an annual basis. This is a large and
complex process that is competitive. She told the Council that this year the programs were
oversubscribed and that for every one approval there were 5 that did not receive funding. The
scoring took into account the updates approved by this Council in the QAP.
For clarity and to make it easier to follow the presentation Ms. Cody and her team opted to break
the NOFAs into 4 sub sections: HOME NOFA; LIHTC NOFA – Balance of State; LIHTC
NOFA – Non-Metro Participating Jurisdiction Region; LIHTC NOFA – Metro Region.
For the HOME NOFA, 3 applications were received and 2 are recommended for funding, one of
which is for preservation.
For the LIHTC NOFA – all regions, 31 applications were received and 11 are being
recommended for funding of which 3 are for preservation additionally four of the projects are
also HOME projects.
Ms. Cody provided some additional information on the With regards to preservation, 31% of all
recommended projects are preservation, 26% of the LIHTC funds are going to preservation
projects, 28% of the LIHTC units are in preservation projects and 64% of the preservation units
are targeting the elderly and disabled populations.
Ms. Cody showed the Council a map of the projects to highlight the statewide distribution of the
recommended projects. She also reviewed the threshold and competitive scoring tables. She also
named and thanked the members of the scoring committee and the process by which they
reached the project consensus scores. She also reviewed the manner in which any leftover funds
were allocated.
Ms. Cody briefed the Council on the process for presentation for each of the projects: each
project will be presented individually. Ms. Detweiler will direct you to the page in the packet
where the motion can be found for each project. The Council will be asked to make the motion
and then to vote for each project. Ms. Detweiler will start with the HOME NOFA approvals and
then move on to the LIHTC NOFA approvals (these will be presented by region).
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Oregon Housing Stability Council Minutes
HOME NOFA Approvals:
El Glen 2: Ms. Detweiler
Ms. Detweiler gave a high level briefing on this project. Please reference the meeting material
packet and the accompanying PowerPoint presentation. Ms. Detweiler invited the project
sponsors to join her at the table to address questions from the Council. Rita Grady, Executive
Director and Kimberly Lyle, Construction Manager from Polk Community Development
Corporation came forward to address the Council. Ms. Grady provided an overview of the
project including the number of units and its proximity to services.
Councilmember Fieldman and Koza both said they thought it looked like a good project. Acting
Chair Valfre expressed his appreciation for the quality work that the Polk Community
Development Corporation does.
Acting Chair Valfre called for a motion from the Council. Councilmember Geller made the
motion found on page 12 of the meeting material packet and Councilmember Koza seconded the
motion. Acting Chair Valfre called for the vote:
El Glen 2
Council member Motion Yes No Abstain Excused
Tammy Baney X
Aubre Dickson X
Mike Fieldman X
Anna Geller X X
Zee Koza 2nd
X
Acting Chair, Adolph “Val” Valfre X
Vote: 5:0:0:1 | PASS
Silvertowne I & II:
Ms. Detweiler provided a synopsis of the project. Please reference the meeting material packet
and the accompanying PowerPoint presentation. Ms. Detweiler then called the sponsors to the
table. Chrislyn Prantl from IS Living and Brett Sheehan from CASA of Oregon came forward to
address the Council. Ms. Prantl provided the Council with additional information about the
project. Mr. Sheehan told the Council that there are 44 units with rental assistance for the
residents living there (30% of their income goes for rent).
Councilmember Fieldman asked if the project was rural development and when the original units
were built. Ms. Prantl told the Council that the project was rural development and that
Silvertown I was built in 1974 and the other building was built in 1994.
Acting Chair Valfre called for a motion from the Council. Councilmember Fieldman made the
motion found on page 14 of the meeting material packet and Councilmember Koza seconded the
motion. Acting Chair Valfre called for the vote:
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October 7, 2016
Oregon Housing Stability Council Minutes
Silvertowne I & II
Council member Motion Yes No Abstain Excused
Tammy Baney X
Aubre Dickson X
Mike Fieldman X X
Anna Geller X
Zee Koza 2nd
X
Acting Chair, Adolph “Val” Valfre X
Vote: 5:0:0:1 | PASS
Ms. Detweiler briefed the council on the past 5 years of LIHTC awards. You can reference the
details in the PowerPoint presentation.
9% LIHTC NOFA Approvals – Balance of State Region
Meadowbrook II Apartments:
Ms. Detweiler provided a synopsis of the project. Please reference the meeting material packet
and the accompanying PowerPoint presentation. She reviewed the 5 scoring areas and the
variance that was noted across all of the LIHTC applications. Ms. Detweiler then called the
sponsors to the table. Julie Marckle, Vice President and John Vance, Project Developer from
NW Real Estate Capital Corporation. Mr. Vance told the Council that this project has 19 units
and was originally built in 1979 and has not had a major renovation since then.
Acting Chair Valfre invited the Council to ask questions. Councilmember Dickson asked if the
replacement reserves were required by HUD. Mr. Vance said that the reserves were a
requirement put forth by the architect and accepted by the investment partner.
Acting Chair Valfre called for a motion from the Council. Councilmember Geller made the
motion found on page 16 of the meeting material packet and Councilmember Koza seconded the
motion. Acting Chair Valfre called for the vote:
Meadowbrook II Apartments:
Council member Motion Yes No Abstain Excused
Tammy Baney X
Aubre Dickson X
Mike Fieldman X
Anna Geller X X
Zee Koza 2nd
X
Acting Chair, Adolph “Val” Valfre X
Vote: 5:1:0:1 | PASS
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Oregon Housing Stability Council Minutes
Councilmember Dickson informed the Council that there is not conflict for him, but he is a board member
for one of the partners on the NOHA project.
NOHA Preservation Project, Alder Court, Canim and Wapiti:
Ms. Detweiler briefed the Council on the high level details about the project. Please reference the
meeting materials packet for additional details. She invited the project sponsors to join her in
addressing the Council. Todd Johnston, Executive Director from Northwest Oregon Housing
Authority and Joanie Hartman, Deputy Director at Housing Development Center stepped to the
table to address the Council and address any questions. Mr. Johnston told the Council that he and
his organization are excited about all three projects.
Councilmember Fieldman asked about the condition of the property at Canim and Wapiti. Mr.
Johnston told the Council that these two properties had construction defects when they were built
and are in need of some upgrades to last in the coastal weather.
Councilmember Dickson talked about how excited he is about this project and the much needed
housing it will provide in this rural coastal community. Councilmember Geller also expressed
her pleasure in this project. Acting Chair Valfre applauded the efforts of the sponsors to preserve
some much needed housing stock on the Oregon Coast.
Acting Chair Valfre called for a motion from the Council. Councilmember Fieldman made the
motion found on page 18 of the meeting material packet and Councilmember Koza seconded the
motion. Acting Chair Valfre called for the vote:
NOHA Preservation Project, Alder Court, Canim and Wapiti:
Council member Motion Yes No Abstain Excused
Tammy Baney X
Aubre Dickson X
Mike Fieldman X X
Anna Geller X
Zee Koza 2nd
X
Acting Chair, Adolph “Val” Valfre X
Vote: 4:0:1:1 | PASS
Ochoco School Apartments:
Ms. Detweiler briefed the Council on the high level details about the project. Please reference the
meeting materials packet for additional details. She invited the project sponsor to join her in
addressing the Council. Tom Kemper from Housing Works stepped up to the table to address the
Council and address any questions. Mr. Kemper told the Council that this building will now be
kept in the community and used as an asset for the community. Councilmember Koza talked
about how impressed she was with this project and commended Mr. Kemper on the way in
which they have moved to save an important building in the community. Councilmember Geller
commended the creativity shown by Housing Works in this project. Councilmember Dickson is
excited to see the number of committed partnerships in this particular deal. Acting Chair Valfre
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October 7, 2016
Oregon Housing Stability Council Minutes
is especially impressed at the level of collaboration which occurred to make this project happen
and he congratulated Mr. Kemper on the great work done on this project
Acting Chair Valfre called for a motion from the Council. Councilmember Koza made the
motion found on page 20 of the meeting material packet and Councilmember Geller seconded
the motion. Acting Chair Valfre called for the vote:
Ochoco School Apartments
Council member Motion Yes No Abstain Excused
Tammy Baney X
Aubre Dickson X
Mike Fieldman X
Anna Geller 2nd
X
Zee Koza X X
Acting Chair, Adolph “Val” Valfre X
Vote: 5:0:0:1 | PASS
Sky Meadows:
Ms. Detweiler briefed the Council on the high level details about the project. Please reference the
meeting materials packet for additional details. She invited the project sponsor to join her in
addressing the Council. Lisa Drayton with Luckenbill-Drayton and Associates and Diana Otero
from the Klamath Housing Authority stepped up to address the Council. Ms. Otero told the
Council that this was the first housing project for Klamath Falls in eight years. She also talked
about their collaboration with the city and county to obtain the properties used in this project.
Councilmember Fieldman asked about the family reunification units and how long the units
would be used by each family. Ms. Otero told the Council that the units could be used for 12
months. Councilmember Dickson expressed his excitement about this project. He said it was
great to see this project targeting larger families. Acting Chair Valfre asked Ms. Otero to further
explain the concept of Inter-generational housing. Ms. Otero told the Council that her
organization is hoping to encourage some grandparent-type interaction for families attempting to
reunite. Acting Chair Valfre said he was pleased to see the partnership used to acquire the land
for this project and he also appreciated the affordability for low income Oregonians outlined in
the project details.
Acting Chair Valfre called for a motion from the Council. Councilmember Fieldman made the
motion found on page 22 of the meeting material packet and Councilmember Koza seconded the
motion. Acting Chair Valfre called for the vote:
Sky Meadows
Council member Motion Yes No Abstain Excused
Tammy Baney X
Aubre Dickson X
Mike Fieldman X X
Anna Geller X
Zee Koza 2nd
X
Acting Chair, Adolph “Val” Valfre X
Vote: 5:1:0:1 | PASS
Page 16
October 7, 2016
Oregon Housing Stability Council Minutes
Councilmember Dickson declared a conflict of interest with this project and he will be sitting out on the
discussion about this project.
Newbridge Place: A vote was not needed on this project because the project did not request
any additional funds from OHCS. This was an informational presentation only.
Ms. Detweiler provided a briefing on this project. Please reference the meeting materials packet
for additional details. She invited the project sponsors to join her in addressing the Council.
Andrea Miranda, Project Developer and Jason Alzee, Director of Development at the Housing
Authority in Jackson County stepped up to address the Council and answer any questions. Mr.
Alzee thanked the scoring committee and agency staff for recommending this project. Ms.
Miranda told the Council that the Housing Authority and the city of Medford are excited to get
this project underway. The city of Medford awarded $200,000 to this project.
Acting Chair Valfre thanked the sponsors for brining such a good project before the Council. He
called for questions, hearing none this topic was closed.
LIHTC NOFA Approvals – Non-Metro Participating Jurisdictions Region
Ms. Detweiler told the Council that this region includes Salem, Keizer, Corvallis, Eugene and
Springfield. There were six projects submitted for consideration two of which are being
recommended for funding today. One of the two projects is a preservation request. She reviewed
the scoring variation among the six projects.
The Myrtle wood:
Ms. Detweiler briefed the Council on this project and you may reference the meeting materials
packet for additional details about the project. Ms. Detweiler invited the project sponsors to step
forward to provide comments and answer questions from the Council. Terry McDonald,
Executive Director and Nora Cronin, Housing Development Director from St. Vincent de Paul
came forward to address the Council. The sponsors were excited about the many partners that
came together when putting this project together.
Councilmember Fieldman told Mr. McDonald that he thinks this is a great project and that he is
always impressed with the work his organization does. Councilmember Koza told Mr. McDonald
thank you for a great project and addressing the needs of “her peeps”. Councilmember Geller
told Mr. McDonald she appreciated the work he and his team have done to put this project
together. The partnership work is commendable. Acting Chair Valfre echoed the comments
given.
Acting Chair Valfre called for a motion from the Council. Councilmember Dickson made the
motion found on page 26 of the meeting material packet and Councilmember Koza seconded the
motion. Acting Chair Valfre called for the vote:
Page 17
October 7, 2016
Oregon Housing Stability Council Minutes
The Myrtlewood
Council member Motion Yes No Abstain Excused
Tammy Baney X
Aubre Dickson X X
Mike Fieldman X
Anna Geller X
Zee Koza 2nd
X
Acting Chair, Adolph “Val” Valfre X
Vote: 5:0:0:1 | PASS
Richardson Bridge Apartments (preservation project):
Ms. Detweiler briefed the Council on the specifics of this project. Please reference the meeting
materials packet for additional details. She invited the project sponsors to join her at the table to
address the Council. Steve Oaks, Development Director at the Housing and Community Services
of Lane County (HACSA) came forward to address the Council.
Councilmember Dickson pointed out an error on the data page. The construction costs should be
108,530 not $408,530. Ms. Detweiler will make the correction on the data page.
Mr. Oaks thanked the agency and the Council for their consideration of this project. This
particular project and funding mechanism will allow HACSA to leverage their funds and do
more projects.
Councilmember Fieldman asked Mr. Oaks to elaborate on the case management services
partnership called out in the Council write-up. Mr. Oaks told the Council that HACSA is
partnering with Cornerstone Community housing to deliver resident services/case management.
Their plan is to provide more robust services by partnering with Cornerstone. Acting Chair
Valfre asked if HACSA would need to provide relocation for residents during the
construction/preservation phase of the project. Mr. Oaks told the Council that they do indeed
have a plan in place for the current residents.
Acting Chair Valfre called for a motion from the Council. Councilmember Fieldman made the
motion found on page 28 of the meeting material packet and Councilmember Dickson seconded
the motion. Acting Chair Valfre called for the vote:
Richardson Bridge Apartments
Council member Motion Yes No Abstain Excused
Tammy Baney X
Aubre Dickson 2nd
X
Mike Fieldman X X
Anna Geller X
Zee Koza X
Acting Chair, Adolph “Val” Valfre X
Vote: 5:1:0:1 | PASS
Page 18
October 7, 2016
Oregon Housing Stability Council Minutes
LIHTC NOFA – Metro Region
Ms. Detweiler told the Council that this region encompasses Washington, Multnomah and
Clackamas counties. Eight applications were submitted and four are being recommended for
funding.
Cornelius Place:
Ms. Detweiler briefed the Council on the specifics of this project. Please reference the meeting
materials packet for additional details. She invited the project sponsors to join her at the table to
address the Council. Destin Ferdun from Bridge Housing joined Ms. Detweiler to address the
Council. Mr. Ferdun told the Council that he is excited about this project and the partnerships
that were created. There is also high community excitement about this project.
For the Record: Acting Chair Valfre will recuse himself from the discussion and he will abstain
from the vote.
Councilmember Dickson said he was excited to see this project make it for recommendation. He
also said he was happy to see that Bridge Housing joined the project to help it move forward.
Councilmember Fieldman asked for more clarification on the land lease deal that is part of this
project. Bridge Housing said that the lease is for 99 years and it is for $1. Councilmember
Fieldman noted that the per-unit costs seem high and he asked Bridge Housing to provide more
context. Bridge Housing told the Council that there are several factors contributing to the high
per-unit cost. Those factors include but are not limited to the following: the mixed use project,
green building requirements, the current economic climate (supply costs are continuing to go
up). Councilmember Geller expressed her pleasure with the City of Cornelius and their
involvement in this project. She believes this is a model other cities can mirror. The outcome of
this project will be more than the sum of its parts. She is thrilled with the project.
Acting Chair Valfre called for a motion from the Council. Councilmember Geller made the
motion found on page 30 of the meeting material packet and Councilmember Fieldman seconded
the motion. Acting Chair Valfre called for the vote:
Cornelius Place
Council member Motion Yes No Abstain Excused
Tammy Baney X
Aubre Dickson X
Mike Fieldman 2nd
X
Anna Geller X X
Zee Koza X
Acting Chair, Adolph “Val” Valfre X
Vote: 4:0:1:1 | PASS
Page 19
October 7, 2016
Oregon Housing Stability Council Minutes
The Jade:
Council member Dickson told the Council, for the record, that he serves on the Board of
Directors for one of the sponsors.
Ms. Detweiler briefed the Council on the specifics of this project. Please reference the meeting
materials packet for additional details. She invited the project sponsors to join her at the table to
address the Council. Nick Sauvie, Executive Director at ROSE Community Development Corp
and Anita Punja with Housing Development Center came forward to address the Council. Mr.
Sauvie told the Council that this region has experienced an increase in poverty in the last several
years. They are excited about their partnership with APANO on this project.
Acting Chair Valfre told Mr. Sauvie that he appreciates the focus on youth and the lead in they
are taking in raising awareness.
Acting Chair Valfre called for a motion from the Council. Councilmember Koza made the
motion found on page 32 of the meeting material packet and Councilmember Geller seconded
the motion. Acting Chair Valfre called for the vote:
The Jade
Council member Motion Yes No Abstain Excused
Tammy Baney X
Aubre Dickson X
Mike Fieldman X
Anna Geller 2nd
X
Zee Koza X X
Acting Chair, Adolph “Val” Valfre X
Vote: 5:0:0:1 | PASS
Orchards at Orenco Phase III:
Ms. Detweiler briefed the Council on the specifics of this project. Please reference the meeting
materials packet for additional details. She invited the project sponsors to join her at the table to
address the Council. Ben Sterch, Housing Development Manager from REACH came forward to
address the Council.
For the Record: Acting Chair Valfre will recuse himself from the discussion and he will abstain
from the vote.
Councilmember Dickson said this is a great project and that he is looking forward to the next
phase in the project.
Acting Chair Valfre called for a motion from the Council. Councilmember Dickson made the
motion found on page 34 of the meeting material packet and Councilmember Geller seconded
the motion. Acting Chair Valfre called for the vote:
Page 20
October 7, 2016
Oregon Housing Stability Council Minutes
Orchards at Orenco Phase III
Council member Motion Yes No Abstain Excused
Tammy Baney X X
Aubre Dickson X X
Mike Fieldman X
Anna Geller 2nd
Zee Koza X
Acting Chair, Adolph “Val” Valfre X
Vote: 4:0:1:1 | PASS
Fairview Arms: A vote was not needed on this project because the funding request amount
was under the $200,000 threshold. This was an informational presentation only.
Ms. Detweiler provided a briefing on this project. Please reference the meeting materials packet
for additional details. She invited the project sponsors to join her in addressing the Council.
Andrea Sanchez, Director of Housing at Human Solutions came forward to address the Council
and answer questions. Ms. Sanchez told the Council that she believes this is a very important
project as the property needs much needed updates and repairs.
Councilmember Fieldman asked when the property was originally built. Ms. Sanchez told the
Council that the property was built in 1971. Acting Chair Valfre told Ms. Sanchez that he
thought this was a good project. He also said he appreciated the preservation efforts to keep the
property in good repair.
Councilmember Fieldman said that he has been impressed with the Resident Services component
in all of the projects presented today. He liked the ways in which the sponsors have shown their
creativity in achieving the best outcomes for the Oregonians they will be serving. Acting Chair
Valfre said he appreciated the distribution of projects across the state and that both urban and
rural projects had been recommended. Councilmember Geller said that she echoes the comments
made by Councilmember Fieldman about the partnerships and benefits offered in the projects
today. She also likes the ways in which many of the projects have partnered with the local cities
and counties to deliver housing.
Ms. Cody took a moment to address the Council and thank agency staff. She specifically called
out Heather Pate (Multifamily Section Manager), Teresa Pumala (Tax Credit Program Manager),
Carol Dicksa (HOME Program manager), John Wright (Policy & Policy analyst) and the rest of
the Multifamily Section. She also thanked Ryan Miller (Asset Management & Compliance
Section Manager), Jen Marchand and Kimber Sexton for their assistance in reviewing the
applications. Thank you to Natasha Detweiler for her assist with the entire NOFA process, the
scoring committee coordination and for her presentation expertise today. She also offered thanks
to the scoring committee.
Updates from the Housing Finance Division:
The 2017, 9% LIHTC and HOME NOFAs will be released late-January 2017.
Housing Finance is working to release all NOFAs on a predictable timing schedule.
Page 21
October 7, 2016
Oregon Housing Stability Council Minutes
Group debrief on December 8th
, 2-4pm for all projects that did not receive funding this
round.
Councilmember Dickson asked if a group could contact agency staff directly if they had a
specific question that was not addressed during the debrief meeting. Ms. Cody told the Council
that the Housing Finance staff would be opportunity for those groups to ask their questions after
the meeting on December 8th
.
Councilmember Geller asked if it is possible for applicants to combine 9% and 4% tax credits in
the same applications. Ms. Cody told the Council that that would certainly be an eligible request
and that the staff had seen the combination in applications in the past. Ms. Cody will add this
topic to the debrief meeting on December 8th
. Acting Chair Valfre suggested that the agency put
out a technical advisory detailing the specifics of the 9% & 4% combination to get the word out
as broadly as possible. Ms. Cody said that she and her staff are planning to distribute the
information over a variety of communication tools.
Acting Chair Valfre adjourned the meeting for a 5 minute break at approximately 10:57 am. He
reconvened the meeting at approximately 11:07am.
Federal Rent Subsidy Preservation NOFA –
Ms. Cody told the Council that the lower per unit subsidy worked in the past because most of the
preservation projects that came to the table for funding were the low-hanging fruit. In the near
past project developers and sponsors have mentioned the increase in acquisition and construction
costs. The request is being made today to ensure that rehabilitation projects coming in for
funding will have the ability to come in and make their request. They do not want to discourage
needy projects from making application.
Director Salazar added that by raising the cap it might incentivize developers/sponsors to come
in through the 4% door rather than the 9% door, benefitting everyone.
Councilmember Fieldman asked why the acquisition costs were rising. Ms. Cody told the
Council that in the past some of the properties had been in foreclosure and were easier and
cheaper to obtain. Councilmember Geller wanted the agency staff to make note of actual loss
versus perceived loss. Ms. Cody told the Council that rental subsidy ends when the property
mortgage reaches maturity (there is a 12-month grace period). She also told the Council that the
projects that are expected to come in are those that want to re-amortize their loans.
Councilmember Geller asked if there was a way the agency could keep an eye out for those
investors who were behaving in an opportunistic fashion. She worries this type of behavior could
put low income housing in jeopardy. Director Salazar said that the agency is working to assess
the true risk of turning over the properties. Contracts can be renewed. What the agency was
focusing on with this proposal is the tremendous capital needs of the preservation projects. The
agency has been seeing “big ticket” differed maintenance (seismic upgrades, HVAC updates,
etc.). The biggest driver is the increased capital need of the properties.
Page 22
October 7, 2016
Oregon Housing Stability Council Minutes
Ms. Cody told the Council that the agency requires a property assessment for all funding deals to
validate the value of the property and actual market costs. The property owners have to
demonstrate the need for funding. Councilmember Geller said she thought OHCS should be
mindful of rational acquisition prices. Acting Chair Valfre also expressed a desire for the agency
to focus on the actual capital needs.
Shelly Cullen, from Chrisman Development asked to comment on this topic. Ms. Cullen came
forward and offered her thanks for the agency reevaluating the cap for these types of projects.
Councilmember Fieldman asked if this change would make it more possible for Chrisman to
utilize the 4% LIHTC for their preservation efforts. Ms. Cullen said yes, and that they were
ready to go if the motion passes. She believes that the agency and Council will see an increase in
the utilization of the 4% LIHTC by many other developers/sponsors if this motion gains
approval.
MOTION: Housing Stability Council authorizes OHCS to increase the per unit Preservation
subsidy cap from $25,000 for urban projects and $35,000 for rural projects to up to $75,000
statewide per unit, based on project needs as demonstrated by a third-party Construction Needs
Analysis (CAN).
Council member Motion Yes No Abstain Excused
Tammy Baney X
Aubre Dickson X
Mike Fieldman X X
Anna Geller X
Zee Koza 2nd
X
Acting Chair, Adolph “Val” Valfre X
Vote: 5:1:0:1 | PASS
Report of the Director –
Director Salazar updated the Council on several topics:
Thank you to Julie Cody, Natasha Detweiler and the entire Multifamily staff for all of
their hard work through the NOFA review process.
She wants to highlight and further recognize all of the partnerships mentioned today,
specifically with the various local housing authorities across the state and with HUD (our
Federal partner); Ms. Salazar said it was wonderful to see rental assistance in so many of
the projects today (preservation and new construction). She also called out the voucher
program for Veterans (VASH).
Mental Health Housing (MHH) NOFA: The agency has been working with the steering
committee. The steering committee has created recommendations for consideration by
the Council (12/16/16). The NOFA was a bit too complex and intimidating. The agency
will be providing some additional technical assistance in the future NOFA to assist those
who will by applying. And the agency is looking at ways to streamline the NOFA
Page 23
October 7, 2016
Oregon Housing Stability Council Minutes
paperwork and ways for applicants to combine funding sources. Looking at ways to raise
the development cost limit to assist the applicants. The agency is looking at implementing
some site control flexibility. Crisis Respite will most likely have a specific carve out in
the next iteration of the MHH NOFA. Councilmember Fieldman encouraged the
additional evaluation of the site control aspect; he thought thinking “outside the box”
would be useful to get more applicants to the table for this funding. Acting Chair Valfre
also suggested that increasing the cap might be helpful to applicants. Councilmember
Geller echoed what Councilmember Fieldman said and suggested that simplifying the
application would be a good idea. Councilmember Fieldman encouraged the agency to
stay focused on the goal to get people into housing.
Housing Stability Council Retreat in January: possibly on January 31, please mark your
calendars. She would like to have 1:1 meetings with the Councilmembers in the very near
future. The agency is working on setting outcome-based goals for calendar year 2017 and
Margaret hopes to discuss the goals with the Council at the retreat. She also hopes to
discuss the role of the Council at the retreat.
Governor’s Recommended Budget release: The budget will be released on December 1,
2016. Margaret will update the Council when there is information to give.
Report of the Acting Chair –
Acting Chair Valfre asked Councilmember Dickson if he wanted to make any comments. Mr.
Dickson said he wanted to echo the thoughts and comments provided earlier about the use of
non-traditional methods and being creative in funding for projects. He liked seeing the statewide
distribution of the NOFA awards and he also liked seeing the many of the recommended projects
utilizing project-based subsidies (making their funds go further). He is hopeful that the debrief
session will provide the non-funded projects the information they need to resubmit in upcoming
rounds. He is also excited to see the LIFT recommendations in January.
Acting Chair Valfre then reminded everyone during this special time of year to be thankful for
family, friends and our country and for all those who give of themselves to serve others. He also
expressed his thanks for having Margaret in her role as Director.
Chair Valfre adjourned the meeting at 11:34 am.
Page 24
Oregon Governor Kate Brown
Housing and Community Services North Mall Office Building
725 Summer St NE, Suite B Salem, OR 97301-1266
PHONE: (503) 986-2000 FAX: (503) 986-2020 TTY: (503) 986-2100
www.ohcs.oregon.gov
Date: December 16, 2016
To: Housing Stability Council
Margaret Solle Salazar, Director
From: Julie V. Cody, Assistant Director Housing Finance
Re: 2017 Mental Health Housing NOFA
MOTION
Housing Stability Council authorizes OHCS to move forward with revising the Mental Health
Housing NOFA as recommended in the body of this memo, or as revised, in the anticipation that
these changes will lead to fewer barriers and stronger applicant participation.
Background
The 2015 Legislature added a note to Oregon Housing and Community Services (OHCS) budget for $20
million in proceeds from lottery-backed bonds to be used for housing development. The budget note
directs OHCS and the Oregon Health Authority (OHA) to partner in awarding these funds to projects
that will target individuals with Serious Mental Illness or Addiction disorders.
The note directed OHA to hold a stakeholder workgroup that would be responsible for providing OHCS
with recommendations on project priorities. The workgroup met in September and OHA provided
OHCS with a list of recommendations in November 2015.
OHCS, in partnership with OHA, released a Notice of Funding Availability (NOFA) for the $20 million
Mental Health Housing Funds in June 2016, with applications due in August 2016. The team reviewed
and scored seven applications in October 2016 and five were recommended to the Housing Stability
Council for approval at the November 4, 2016 meeting.
The five applications totaled $3,761,579 in funding requests, leaving a remaining balance of
$16,238,421 to be awarded.
OHA, in partnership with OHCS, convened the stakeholder workgroup on November 3, 2016, to obtain
additional feedback on the Mental Health Housing NOFA and its criteria to ensure stronger applicant
participation in future rounds.
Recommendations for 2017 Mental Health Housing NOFA
The following is a discussion that includes the recommendations from the stakeholder workgroup, OHA,
and OHCS. OHCS largely agrees with the stakeholder workgroup, but there are a few areas where our
Page 27
December 16, 2016
2017 Mental Health Housing NOFA
Page 2 of 4
recommendations are modestly different. I have noted where OHCS’ recommendation differs from the
OHA recommendations and included an explanation below.
NOFA Options:
Feedback from all stakeholders, including OHA and OHCS, indicated that the Mental Health Housing
NOFA that was issued this past June was too limiting for applicants as it did not include the ability to
apply for additional funding from OHCS. Allowing a variety of funding combination option would
allow applicants to tailor their applications to the specific financial needs of the proposed project.
The consensus recommendations are to:
Issue a standalone Mental Health Housing NOFA that allows applicants to pair Mental Health
Housing funds with 9% LIHTCs and other gap funds, with 4% LIHTCs, or without other OHCS
funds. Applicants under the Mental Health Housing NOFA would indicate if they are
concurrently applying for any other OHCS resources.
Streamline and clarify the NOFA application, where possible.
These recommendations will lead to fewer barriers and stronger applicant participation.
Crisis Respite:
Stakeholder feedback indicated the Crisis Respite application did not fit well within the context of a
typical affordable housing application, as Crisis Respite is very different from a permanent housing
solution. Many of the typical affordable housing application criteria were confusing and made it
difficult to clearly articulate the proposed project.
The consensus recommendations are to:
Create a specific application for Crisis Respite within the larger Mental Health Housing NOFA
that addresses differences in the housing type and make them easier to participate as well as
review. This would include removal of rental rate language and affordability requirements
associated with permanent housing, and focusing on appropriate level of stay and temporary
housing revenue models.
OHA received stakeholder feedback on their definition of maximum stay, which as stated in the
previous NOFA is 30 days with the ability to extend if it is determined a longer stay is clinically
necessary. OHA is refining its recommendation to OHCS regarding the appropriate length of
stay. We anticipate having this information by the end of the year and will include it in the
NOFA application.
Funding Allocations:
Stakeholder feedback indicated the allocations for funding between the various types of housing and
geographic location were confusing to applicants and did little to entice applicants to apply for funding.
OHCS staff recommendation for allocating the remaining $16,238,421 in Mental Health Housing Funds
is as follows:
Page 28
December 16, 2016
2017 Mental Health Housing NOFA
Page 3 of 4
Supported Housing SMI
Metro $ 2,082,469
Non-Metro $ 4,958,875
Supported Housing SUD $ 2,500,000
Supportive Housing $ 2,247,161
Crisis Respite Housing $ 1,949,916
$ 16,238,421
The OHCS recommendation differs from stakeholder recommendations to eliminate the soft set-aside
between metro and non-metro geographies. Our recommendation is based on the feedback we received
from the Housing Stability Council at the November 4, 2016 meeting regarding the need for geographic
distribution of these funds and allowing the opportunity for more rural projects to compete. If after
reviewing non-metro projects there would still be funding available, OHCS would continue to
recommend additional metro applications for funding as appropriate.
Funding Limits:
Stakeholder feedback indicated that limiting the amount of funding per project to a percentage of the
development costs made it very difficult to demonstrate financial feasibility of a project, and it was
communicated that this was the biggest reason projects sponsors did not apply for funding.
The consensus recommendations are to:
Change from a % of development cost formula, which was 25% in the previous NOFA, to a per
unit subsidy cap that would include all units in the project regardless of whether they would be
set aside for a particular tenant population. This is supported by the fact that all of the projects
coming in for application are anticipated to be 100% affordable at 60% area median income or
less. This limits the amount of potential revenue generation on the project as a whole and has the
added benefit of having additional units available for SMI tenants, outside of the stated 25% set-
aside.
Based on stakeholder input, we recommend setting the per unit subsidy cap at up-to $50,000 for
all affordable units in the project as defined as affordable to tenants earning 60% of area median
income or less. Projects will need to demonstrate the need for the maximum cap.
Site Control
There was mixed feedback with respect to requiring site control. The previous NOFA did not require
site control, yet all projects that were submitted did indeed have site control. Some stakeholders liked
the flexibility, where OHA and OHCS have had difficulty in completing transactions efficiently when
site control is not demonstrated at the front end of an application. While OHCS believes there are a
number of projects ready to submit in early 2017 with site control in place, we are recommending some
flexibility on site control to allow us to reach out to new partners (including rural project sponsors) who
may not be able to demonstrate site control under the quick turn-around time of publishing the new
NOFA.
Page 29
December 16, 2016
2017 Mental Health Housing NOFA
Page 4 of 4
OHCS’ staff recommendation is as follows:
Preference projects that have site control, but allow the ability for projects without site control to
apply under secondary consideration protocol, which would state that if projects with site control
are able to meet criteria for funding and all funds could be reserved under the various allocations,
OHCS would not review projects that did not demonstrate site control. If funds remain after
primary consideration is given to projects with site control, projects without site control would
be evaluated for funding.
Technical Assistance to Developers:
Stakeholder feedback indicated some applicants did not apply due to their lack of experience developing
housing for individuals with mental illness or substance abuse disorder. There may be a lack of
understanding how to make contact with Coordinated Care Organizations (CCOs), Community Mental
Health Programs (CMHPs) or appropriate service providers in order to develop the necessary
partnerships for the provision of suitable services.
The consensus recommendation is to:
Include CCOs, CMHPs and suitable service provider contact information in the application
materials to provide applicants with opportunity to reach out to the appropriate organizations in
their counties in an effort to develop a project concept that would qualify for Mental Health
Housing funds. OHA will create a list of contacts by county that will be incorporated into the
2017 Mental Health Housing NOFA.
Around the time of NOFA publication, OHCS will also plan to hold a training session for
potential applicants to walk through the streamlined NOFA application, submission
requirements, and how to use the information on county service providers provided by OHA.
Next Steps
OHCS staff will work collaboratively with OHA to revise the Mental Health Housing NOFA to
incorporate the appropriate changes in the framework and application as approved by Housing Stability
Council. OHA will provide OHCS with a definition of maximum stay for Crisis Respite units; and a
contact list by county of COOs, CMHPs and appropriate services providers by county. These will be
utilized in the 2017 Mental Health Housing NOFA to provide clarity and technical assistance to
potential applicants.
OHCS is working to release the 2017 Mental Health Housing NOFA by the end of January/early
February 2017.
Page 30
MANUFACTURED HOUSING: CHALLENGES AND OPPORTUNITIES
PRESENTED TO:
Oregon Housing Stabi l i ty Counci l December 16,2016
PRESENTED BY: DAN ELLIOTT, Senior Energy Policy Analyst
Page 31
MANUFACTURED HOUSING THE OREGON LANDSCAPE
Between 2001 and 2015, 104 manufactured home parks closed, displacing approximately 6,800 people and 4000 spaces.
In Oregon, manufactured housing plays an important role in the robust affordable housing market.
There are nearly 170,000 manufactured homes in Oregon, accounting for 11% of the total housing stock.
Page 32
MANUFACTURED HOUSING CHALLENGES
Long-term control over land beneath manufactured homes
Home and installation quality
Mortgage and other key quality financial products
Page 35
Manufactured Park Preservation Program
Manufactured Communities Resource Center
Down Payment Assistance
First-Time Home Buyer Program
Individual Development Accounts
Low Income Weatherization Assistance Program
Federal Partner Programs
MANUFACTURED HOUSING OHCS RESPONSE TO OPPORTUNITIES
Page 36
MANUFACTURED HOUSING OHCS MANUFACTURED PARK PRESERVATION
PROGRAM
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
Benton Columbia Curry Deschutes Lane Marrow Yamhill
HPF
GAP
OAHTC
Since 2006, 13 parks have been preserved totaling 722 units. Page 37
MANUFACTURED HOUSING OHCS MANUFACTURED COMMUNITIES RESOURCE
CENTER
Manufactured Communities Resource Center(MCRC) was created in the 1989 legislature.
MCRC works closely with tenants of manufactured home parks that are closing by: Meeting with the tenants to explain the laws around park closure Providing counseling and service referrals for the tenant's relocation needs. Maintaining a directory of manufactured dwelling parks.
The MCRC program is funded through an annual assessment of $10 for each
manufactured home on rented or leased land, as well as an annual park registration fee paid by landlords which is $25 for parks with 20 spaces or less, and $50 for parks with more than 20 spaces.
The registration and assessment fees collect approximately $380,000 dollars annually.
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MANUFACTURED HOUSING TOOLKIT
http://www.oregon.gov/ohcs/CRD/mcrc/docs/Manufacture-Home-Park-Solutions-Collaborative-Local-Agency-Toolkit.pdf Page 39
MANUFACTURED HOUSING COST OF HOME OWNERSHIP
Source: This data is produced by the U.S. Commerce Department's Census Bureau from a survey Sponsored by the U.S. Department of Housing and Urban Development/US Census Manufactured Home Survey.
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MANUFACTURED HOUSING OHCS DOWN PAYMENT ASSISTANCE AND FIRST -TIME
HOME BUYERS PROGRAM
Year
Number of
Manufactured
Homes
Average Income *Average Purchase Price
2011 27 $44,256.70 $110,713.96
2012 27 $44,749.37 $111,424.89
2013 18 $39,617.39 $141,946.55
2014 9 $36,748.00 $118,647.10
2015 20 $47,795.40 $124,850.00
**2016 5 $29,087.00 $102,277.39
*Purchase price includes both land and building. ** As o June 30, 2016 https://www.oregon.gov/ohcs/HD/SFF/forms/Residential%20Loan%20Program%20Overview.pdf
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MANUFACTURED HOUSING HOUSING QUALITY
Source: The U.S. Commerce Department's Census Bureau from a survey(2015). Sponsored by the U.S. Department of Housing and Urban Development/US Census Manufactured Home Survey. Northwest Energy Efficiency Alliance (NEEA) Residential Building Stock Assessment(2011).
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MANUFACTURED HOUSING OHCS LOW INCOME WEATHERIZATION PROGRAM
Program Source Annual Funding
Program Area
Energy Conservation Helping Oregonians (ECHO)
State $8.6 million Weatherization
Bonneville Power Administration (BPA) Federal $1.5 million Weatherization
LIHEAP Weatherization Federal $5.2 million Weatherization
USDOE Weatherization Assistance Program (DOE WAP)
Federal $2.2 million Weatherization
Total $66.3 million
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MANUFACTURED HOUSING LOW INCOME WEATHERIZATION PROGRAM
In 2016, A total of 742 manufactured homes received low-income weatherization services in Oregon with an average investment of $10,000 per unit.
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MANUFACTURED HOUSING FEDERAL PROGRAMS
U.S. Department of Housing and Urban Development (HUD) U.S. Department of Agriculture, Rural Development (USDA) Consumer Financial Protection Bureau (CFPB) The Federal Housing Finance Agency (FHFA)
U.S. Department of Health and Human Services (HHS) U.S. Department of Energy (DOE)
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WHY MOBILE HOME PARKS?
Community housing blight
Loss of low income housing stock
Reclaim rural housing stock
Recover public service resources
Provide the extremely low-income community with safe, healthy and stable housing
Increase community involvement
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Who lives in the park? •25% families w/children •44% Seniors •31% Disabled
*Varies from park to park
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Combination of:
OHCS Preservation
NOAH Permeant lending
Federal Home Loan Bank of DeMoines
CDBG
Foundation Support
Community Donations
FUNDING SOURCES
Page 55
On site computers and community gathering areas
Social worker available
Community Resource board and referrals
Neighborhood skill building
Children programs Parenting, NA, AA &
budgeting classes, etc.
SVDP RESOURCES
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ST. VINCENT DE PAUL For more information please contact:
Terry McDonald Executive Director
2890 Chad Drive
Eugene, OR 97408
541-687-5820
Terry.McDonald@svdp.us Page 57
Promoting affordable home ownership through the creation of resident-owned, manufactured housing
cooperatives
Page 58
OUR VISION
Manufactured housing park residents in Oregon achieve long-term security and build
assets through the creation of resident-owned communities (ROCs).
“It feels great to be able to walk on this ground and say ‘this is mine, it’s mine for the rest of my life.’” -
Elias Montemajor, Horizon Homeowners Coop
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HOMES PRESERVED
CASA of Oregon has converted 9 parks to resident-ownership, representing 580
households, with another 2 parks and 165 households in progress
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THE COOPERATIVE MODEL
Membership is limited to park residents - one membership per household Members must own, not rent, their homes
Members control the monthly rent
Members share equally in the decision-making
The park is owned collectively by the cooperative
The cooperative holds the mortgage and is responsible for paying debt service and operating expenses
The elected Board of Directors manages the day-to-day operations of the cooperative
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BENEFITS TO HOMEOWNERS
Long-term security & stabilized lot rents (current
range is $250-$605 a month)
Wealth-building through homeownership and asset appreciation
Democratic control of park operations, community rules and park maintenance
Health and safety improvements to park infrastructure
Civic engagement
Leadership skills development
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WHAT MAKES A SUCCESSFUL RESIDENT PURCHASE?
REQUIRED
Willing seller & willing residents
Available financing
Purchase is affordable, as reflected in the required rent increase
PREFERRED
Ability to complete the deal in a reasonable amount of time (under 6 months)
Low vacancy rate
Few to no RVs
Seller is able to benefit from the state capital gains tax exemption
Few infrastructure improvement necessary (or significant grants available for capital improvements)
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TYPES OF FINANCING NEEDED
Pre-development loans
Permanent loans with and without tax credit subsidies
• First and second position financing
• Covers infrastructure improvements
State, city or county subsidy
Park income for ongoing operations (may require a rent increase).
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PRESERVATION STATISTICS
Horizon Homeowners
Coop
Green Pastures
Senior Coop
Saunders Creek
Homeowners Coop
Vida Lea Community
Coop
Clackamas River
Village Coop
Location McMinnville, OR
Redmond, OR Gold Beach, OR Leaburg, OR Clackamas, OR
Purchase Price $1,200,000 $1,400,000 $900,000 $1,275,000 $5,000,000
Capital Improvements $550,000 $50,000 $380,000 $350,000 $117,000
Community Type Non-rural, Family, Ag
worker
Non-rural, Senior Rural, Family
(predominately Senior)
Rural, Senior Non-rural, Family
Number of Spaces 30 51 43 33 76
Lenders CASA-$750k
Shorebank-$621k
OHCS - $600k
7-year Refinance:
NOAH - $1.1mm
CASA - $100k
NOAH-$1.05mm
CASA-$463k
OHCS-$100k
CASA-$500k
RCAC-$265k
OHCS-$600k
NOAH-$530k
CASA-$435k
OHCS-$600k
ROC Capital-$5.4mm
Annual Incomes 81% under 40% AMI 83% under 60%
AMI
80% under 80% AMI
98% under 80% AMI 66% under 80% AMI
Preservation price per
space
$65,700 $31,627 $31,744 $47,424 $71,053
Page 65
PRESERVATION STATISTICS
West-Side Pines Coop Bella Vista Estates
Coop
Umpqua Ranch Coop Dexter Oaks Coop
Location Bend, OR Boardman, OR Idleyld Park, Or Dexter, OR
Purchase Price $3,650,000 $3,150,000 $2,900,000 $1,300,000
Capital Improvements $63,000 $118,000 $2,000,000 $16,000
Community Type Non-rural, Family Rural, Family, Ag
worker
Rural, Family Rural, Family
Number of Spaces 71 127 110 39
Lenders NOAH-$2.6mm
CASA-$639k
OHCS-$600k
City of Bend-$200k
Banner Bank-$2.3mm
RCAC-$750k,
CASA-$500k
Banner Bank-$2.52mm
OHCS-$2.5mm
CASA-$225k
OHCS-$1.56mm
CASA-$175k
Annual Incomes 65% under 80% AMI 79% under 80% AMI 65% under 80% AMI 60% under 80% AMI
Preservation price per
space
$56,887 $27,952 $47,500 $44,487
Page 66
PRESERVATION STATISTICS
2008-2016
$9 million in Oregon Affordable Housing Tax Credits for resident-owned cooperatives = $15,517/space
$6.56 million in OHCS Grants for resident-owned cooperatives = $11,310/space
Preservation of 580 manufactured housing spaces = $26,827/space in OHCS investment for MH
Homeownership Page 67
CONTACTS
Chelsea Catto MHCD Program Director chelseac@casaoforegon.org 503-537-0319 ext. 300 Teri Smith MHCD Program Manager tsmith@casaoforegon.org 503-537-0319 ext. 316
Page 68
Lack of financing available
Low income residents
Predatory lending
Higher-than-expected costs—subsidy needed
On fee-simple, replacement working (sorta)
REPLACEMENT IS HARD
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Lack of financing available
Ineligible for most subsidized rehab programs
No security interest
Costs can exceed value
CDBG can work, but…
REHAB IS HARD (IN PARKS)
Page 72
Park closure = disaster
State funds slow
Infrastructure challenging
NP model vs CASA model
PRESERVATION IS IMPORTANT
Page 73
NEIGHBORWORKS UMPQUA
Arthur Chaput | Director of Housing Rehabilitation NeighborWorks Umpqua Building Homes, Building Communities, Building Lives | nwumpqua.org 605 SE Kane Street | Roseburg, OR 97470 | 541-673-4909 |achaput@nwumpqua.org
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