HomeMy WebLinkAboutAgenda - 05-05-2016 - 6-b - Approval of 2016 - 2017 HOME Program Design for Consolidated Plan – Annual Action Plan Update 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: May 5, 2016
Action Agenda
Item No. 6-b
SUBJECT: Approval of 2016 - 2017 HOME Program Design for Consolidated Plan —Annual
Action Plan Update
DEPARTMENT: Housing, Human Rights and
Community Development
ATTACHMENT(S): INFORMATION CONTACT:
1) Resolutions Audrey Spencer-Horsley, Housing,
2) FY 2016-2017 Annual Plan Human Rights and Community
Also Available Electronically At: Development Director, (919)245-
http://www.orangecountync.gov/Dra 2492
ft%20FFY%202016%20Annual%20
Action%20PIan%20(2).pdf
PURPOSE: To:
(1) Receive comments from the public regarding the FY 2016 - 2017 Consolidated Plan —
Annual Action Plan for Housing and Community Development Programs in Orange
County;
(2) Adopt and authorize the Chair to sign a Resolution approving the proposed HOME
Program Activities for 2016-2017 including:
a) $285,000 in Homeownership Assistance funds for Orange County Habitat for
Humanity;
b) $50,000 in Housing Rehabilitation funds for Rebuilding Together of the Triangle;
c) $114,655 in Housing Rehabilitation funds for the Orange County Housing, Human
Rights and Community Development Department; and
d) $30,854 in Project Administration funds for the Orange County Housing, Human
Rights and Community Development Department;
(3) Adopt a Resolution approving the FY 2016-2017 Consolidated Housing Plan - Annual
Action Plan; and
(4) Authorize the Manager to implement the HOME Program as approved by the BOCC
including the ability to execute agreements with partnering non-profit organizations after
consultation with the County Attorney.
BACKGROUND: In May 2015, the Five-Year FY 2015-2020 Consolidated Plan for Housing
and Community Development Programs in Orange County was developed and approved by the
U.S. Department of Housing and Urban Development (HUD). This document details the
housing needs of very low income, low income and moderate-income families and special
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population groups in addition to outlining the strategies and plans for addressing those needs.
The Consolidated Plan is required for all communities receiving HOME funds (Orange County
HOME Consortium).
Each year, local communities are required to submit to the State HUD Office by May 15th an
Annual Action Plan that updates and carries out activities and priorities of the Consolidated
Plan. This Update includes the 2016 - 2017 HOME Program Action Plan for the Orange County
HOME Consortium. A public hearing was held by the BOCC on December 15, 2015 to receive
comments regarding community needs and the Updates prior to the development and
subsequent submission of the Annual Action Plan to HUD. Public comments received at the
hearing are summarized in the Annual Action Plan.
A public comment period as required by HUD was established for April 1 — May 2, 2016 by
notice in the Chapel Hill Herald and Herald Sun. The Orange County Housing, Human Rights
and Community Department accepted comments through May 2, 2016 and will communicate
any comments received to HUD as well as to the Orange County Board of Commissioners
(BOCC). Copies of the draft Annual Action Plan were made available at the Orange County
Housing, Human Rights and Community Development Main Office.
2016-2017 HOME Program Activities
The current Orange County HOME Consortium Agreement establishes a HOME Program
Review Committee to provide general oversight of the program. Participants in the HOME
Consortium are Orange County and the Towns of Carrboro, Chapel Hill, and Hillsborough. The
Committee is authorized to provide policy oversight for planning, operations and evaluation of
the HOME Program. The Manager or his/her designee from each participating unit of local
government and one (1) elected official from each jurisdiction shall be a member. For Orange
County, Commissioner Mark Dorosin serves on this Committee. Orange County serves as the
lead entity for the Consortium.
The HOME Program Review Committee prepares a proposed HOME program design each year
and a consortium program application to HUD, in compliance with the Act, the Regulations, and
the Federal Program Requirements, including reallocation of any funds from previous years not
expended or any repayments or other program income consistent with this Section. The
proposed HOME program design defines a strategy in sufficient detail to accommodate the
collective and individual needs and priorities of the County and Towns. Each year's proposed
HOME program design and the consortium program application should be consistent with the
Consolidated Plan and is subject to the approval of each consortium member's elected board.
This year, as required by the Consortium Agreement, the HOME Program Review Committee
reviewed applications for HOME Program funding and developed the proposed HOME Program
Design for the 2016-2017 Program Year. The Orange County HOME Consortium is scheduled
to receive $308,538 in FY 2016 HOME Program funding. The FY 2015 HOME Program funding
was $311,832. While HOME funding is a vital resource in carrying out affordable housing
activities, it continues to decline.
Other additional available funding includes $38,069 in HOME program income; $69,421 in
HOME Program match funds; and the reallocation of $64,481 available for Fiscal Year 2016-
2017. All available HOME funding totals $480,509.
Two (2) applications were received from local non-profit organizations totaling $335,000:
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• a request in the amount of $285,000 from Habitat for Humanity; and
• a request in the amount of $50,000 from Rebuilding Together the Triangle.
The Consortium also recommended $114,655 for Housing Rehabilitation requested by the
Orange County Housing, Human Rights and Community Development Department and $30,854
in Program Administration (the allowed 10% of the grant award.) The recommended program
design is detailed in the attached Resolution.
In accordance with the Orange County HOME Consortium Agreement approved in May 2011,
the HOME Program Design for each year must be approved by all jurisdictions prior to
submission to HUD. The Program Design was scheduled for approval by the Town of Carrboro
Board of Aldermen on May 3rd. It will be considered by the Town of Hillsborough Board of
Commissioners on May 9th. The Design was approved by the Town of Chapel Hill Town Council
on April 11, 2016. The BOCC is therefore asked to consider approval of the attached HOME
Program Resolution.
HOME Program Implementation
After approval of the 2016-2017 HOME Program design by all Consortium participants,
authorization is also requested to allow the Orange County Manager to execute agreements
with partnering non-profit organizations as necessary to implement the approved HOME
Program design. All agreements will receive the review and approval of the County Attorney's
office.
FINANCIAL IMPACT: The Orange County HOME Consortium is scheduled to receive
$308,538 in FY 2016 HOME Program funding. The required total local government match is
$69,421. Orange County's share of the match is $27,768 which will be allocated upon the
BOCC's approval from the County's General Fund. There is also $38,069 in HOME program
income and the reallocation of $64,481 in HOME program funds, providing a total of $480,509
available for programming for the next fiscal year.
SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goals are applicable
to this item:
• GOAL: FOSTER A COMMUNITY CULTURE THAT REJECTS OPPRESSION AND
INEQUITY
The fair treatment and meaningful involvement of all people regardless of race or color;
religious or philosophical beliefs; sex, gender or sexual orientation; national origin or
ethnic background; age; military service; disability; and familial, residential or economic
status.
• GOAL: ENSURE ECONOMIC SELF-SUFFICIENCY
The creation and preservation of infrastructure, policies, programs and funding necessary
for residents to provide shelter, food, clothing and medical care for themselves and their
dependents.
• GOAL: CREATE A SAFE COMMUNITY
The reduction of risks from vehicle/traffic accidents, childhood and senior injuries, gang
activity, substance abuse and domestic violence.
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• GOAL: ESTABLISH SUSTAINABLE AND EQUITABLE LAND-USE AND
ENVIRONMENTAL POLICIES
The fair treatment and meaningful involvement of people of all races, cultures, incomes
and educational levels with respect to the development and enforcement of
environmental laws, regulations, policies, and decisions. Fair treatment means that no
group of people should bear a disproportionate share of the negative environmental
consequences resulting from industrial, governmental and commercial operations or
policies.
• GOAL: ENABLE FULL CIVIC PARTICIPATION
Ensure that Orange County residents are able to engage government through voting and
volunteering by eliminating disparities in participation and barriers to participation.
RECOMMENDATION(S): The Manager recommends that the Board:
(1) Open the Public Hearing, receive comments from the public as additional information and
then close the Public Hearing;
(2) Adopt and authorize the Chair to sign a Resolution approving the proposed HOME
Program Activities for 2016-2017;
(3) Adopt a Resolution approving the FY 2016-2017 Consolidated Plan Annual Action Plan;
and
(4) Authorize the Manager to implement the HOME Program as approved by the BOCC
including the ability to execute agreements with partnering non-profit organizations after
consultation with the County Attorney.
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RES-2016-038 Attachment 1
ORANGE COUNTY BOARD OF COMMISSIONERS
RESOLUTION AUTHORIZING
THE ORANGE COUNTY FY 2016-2017 HOME PROGRAM DESIGN
BE IT RESOLVED, by the Orange County Board of Commissioners as a member of the
Orange County HOME Consortium approves the following activities for the 2016-2017 HOME
Program.
Homeownership Assistance
Funds will be allocated to Orange County Habitat for Humanity to provide deferred payment
zero interest second mortgages for twelve (12) homes in the Fairview community in
Hillsborough and the Tinnin Woods subdivision in Efland-Cheeks Township. Homes will be
sold to households earning between 30 percent and 65 percent of the area median income.
(Requested Amount: $285,000) $285,000
Housing Rehabilitation
Funds would be allocated to Rebuilding Together of the Triangle to provide critical repairs,
accessibility modifications, and home performance upgrades to low-income homeowners
throughout Orange County earning less than 80% of the area median income.
(Requested amount: $50,000) $50,000
Funds will be allocated to the Orange County Housing, Human Rights and Community
Development Department for housing rehabilitation. This program will provide rehabilitation to
owner-occupied homeowners throughout Orange County earning less than 80% of the area
median income.
(Requested amount: $114,655) $114,655
Program Administration $30,854
TOTAL FY 2016-2017 HOME PROGRAM FUNDS $480,509
BE IT FURTHER RESOLVED, that the County Manager is hereby designated as the authorized
representative of the County to act in connection with the submission of the Consolidated Plan
Annual Action Plan and to provide such additional information as may be required by the U.S.
Department of Housing and Urban Development.
This the day of May 2016
Earl McKee, Chair
Orange County Board of Commissioners
SEAL
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RES-2016-039
RE SOLUTION
AUTHORIZING THE SUBMISSION OF
FY 2016 -2017 Annual Action Plan for the
FY 2015-2020 CONSOLIDATED PLAN
FOR ORANGE COUNTY, NORTH CAROLINA
BE IT RESOLVED, by the Orange County Board of Commissioners that the
Commissioners authorize the County Manager to submit the Orange County Consolidated Plan for
Housing and Community Development Programs Annual Action Plan to the U.S. Department of
Housing and Urban Development, including all understandings, assurances, and certifications
required therein.
BE IT FURTHER RESOLVED, that the Manager is hereby designated as the authorized
representative of the County to act in connection with the submission of the Annual Action Plan and
to provide such additional information as may be required by the U.S. Department of Housing and
Urban Development.
This the 5T_day of May 2016
Attachment 2 7
Town of ill]
NORTH CAROLINA f111sLgh
1754/ ■
ORANGE COUNTY
HOME CONSORTIUM
300 W. Tryon Street
Hillsborough, North Carolina 27278
CEL
PROGRAM YEAR 2016
ANNUAL ACTION PLAN
Consortium Members: Orange County,
the Town of Carrboro, the Town of Chapel Hill,
and the Town of Hillsborough
TURBAN
DESIGN
=VENTURES EQUAL HOUSING
OPPORTUNITY
8
FY 2016 Annual Action Plan Orange County HOME Consortium
Table of Contents
PART I. ES: EXECUTIVE SUMMARY
ES-05 Executive Summary— 24 CFR 91.200(c), 91.220(b) 1
1. Introduction 1
2. Summary of the Objectives and Outcomes Identified in the Plan 5
3. Evaluation of Past Performance 6
4. Summary of Citizen Participation Process and Consultation Process 6
5. Summary of Public Comments 8
6. Summary of Comments or Views Not Accepted and the Reasons For Not
Accepting Them 8
7. Summary 8
PART II. THE PROCESS
PR-05 Lead & Responsible Agencies—91.200(c), 91.200(b) 11
1. Agency/Entity Responsbile for Preparing/Administering the Plan 11
PR-10 Consultation - 91.100, 91.200(b), 91.215(1) 12
1. Introduction 12
2. Agencies, Groups, Organizations, and Others Who Participated in the Process
and Consultations 13
PR-12 Citizen Participation 22
1. Summary of citizen participation process 22
PART III. ANNUAL ACTION PLAN
AP-15 Expected Resources—91.220(c)(1,2) 26
AP-20 Annual Goals & Objectives 28
AP-35 Projects—91.220(d) 30
AP-38 Project Summary 31
AP-50 Geographic Distribution —91.220(f) 34
AP-55 Affordable Housing—91.220(g) 36
AP-60 Public Housing—91.220(h) 37
AP-65 Homeless and Other Special Needs Activities—91.220(i) 38
AP-75 Barriers to Affordable Housing—91.220(j) 40
AP-85 Other Actions—91.220(k) 41
AP-90 Program Specific Requirements—91.220(1)(1,2,4) 44
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FY 2016 Annual Action Plan Orange County HOME Consortium
PART IV. APPENDIX
SF 424 Form
Certifications
Resolution
Maps
Recapture Guidelines for Homeownership
Citizen Participation
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Executive Summary
AP-05 Executive Summary - 91.200(c), 91.220(b)
1. Introduction
The Orange County, North Carolina, HOME Consortium is an entitlement community under the
U.S. Department of Housing & Urban Development's (HUD) HOME Investment Partnerships
Program (HOME). Under the HOME Program, local governments are able to join together to form
a consortium in order to receive HOME funding for affordable housing.The Orange County HOME
Consortium is made up of four (4) members: Orange County, the Town of Carrboro, the Town of
Chapel Hill, and the Town of Hillsborough. The Town of Chapel Hill also receives federal
Community Development Block Grant (CDBG) funding each year. Orange County is the
Participating Jurisdiction (PJ)for the HOME Consortium.
As an entitlement community, the Orange County HOME Consortium is required to complete an
annual application for the use of the HOME Investment Partnerships Program (HOME) funds to
the U.S. Department of Housing and Urban Development(HUD).The Annual Action Plan is a guide
to how the County will allocate its resources for specific activities that support the Goals and
Objectives of Orange County HOME Consortium's Five Year Consolidated Plan.This is the Orange
County HOME Consortium's second Annual Action Plan of the FFY 2015-2019 Five Year
Consolidated Plan. The Five Year Plan describes the housing and non-housing needs of County
residents and presents a five-year strategy to address those needs. The FFY 2016 Annual Action
Plan for the Orange County HOME Consortium includes the Consortium's HOME Program and
outlines which activities the Consortium will undertake during the program year.
The Federal Fiscal Year begins October 1st and ends September 30th of each year. The Orange
County Fiscal Year begins July 1st and ends June 30th of each year. The Federal Fiscal Year is
abbreviated as "FFY" and the Orange County Program Year is abbreviated as "PY." This Annual
Action Plan is for funds from Federal Fiscal Year (FFY) 2016 which began on October 1, 2015 and
which will end on September 30, 2016. Therefore, the Annual Action Plan is FFY 2016. However,
it is for the Five Year Program Year of 2017.
The FFY 2016 Annual Action Plan outlines the actions to be undertaken in Federal Fiscal Year 2016
with the Federal resources to be received by the Orange County HOME Consortium.The FFY 2016
Annual Action Plan excludes the Town of Chapel Hill's CDBG program since the Town is a Federal
Entitlement that receives its own CDBG allocations from HUD.The HOME Program and activities
outlined in this FFY 2016 Annual Action Plan will principally benefit low- and moderate-income
persons and funding has been targeted to areas of the County where there is the highest
percentage of low-and moderate-income residents.The Annual Action Plan does not incorporate
the Public Housing Authority's Comprehensive Grant(Comp Grant) process into this consolidated
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planning and application process, but the public housing authority participated in the planning
process for the development of this plan.
The Orange County HOME Consortium is receiving $308,538 from HOME funds for the FFY 2016
program year. This is a reduction from $311,832 in FFY 2015, $351,540 in FFY 2014, and a
substantial reduction from $728,277 in FFY 2010, the start of the previous five-year planning
period. The Orange County HOME Consortium also anticipates receiving $38,069 in program
income.
Five Year Consolidated Plan:
The Five Year Consolidated Plan relied upon efforts of many individuals, organizations and
citizens, in the development of a comprehensive strategy to address the needs of the County.The
goal of Orange County is to improve the quality of life for County residents by funding
improvements to public facilities, infrastructure, public services, and by retaining and increasing
the stock of affordable owner and rental housing units.
This planning process also involves an analysis of HUD Comprehensive Housing Affordability
Strategy (CHAS) data, which provides statistical data on housing needs. To prepare its estimates
and projections, 2007-2011 American Community Survey Estimates and the 2010 U.S. Census are
used. This data is the most current information available to assess housing needs, homeless
needs, special needs, social service needs, economic development needs, and other related
needs.
In HUD's assessment of Consortia across the county, those who truly meet the HOME program
goals to address the most pressing affordable housing needs look less at geographic boundaries
in their operations.Those Consortia allocate funding according to local needs, capacity to use the
funds and a regional strategy that addresses the broader housing needs of the Consortium as a
whole—for the success and betterment of the whole—for a better quality of life and economic
vitality for all the communities individually and collectively.
Greatest Needs
The elderly population of Orange County (age 62 and above) is 15,979 persons which represents
12.1%of the total County's population. However, there are 200 assisted rental housing units for
the elderly out of a total of 20,234 renter-occupied housing units which is 1.0% of the renter-
occupied units. As the County's population ages in place, there will be less available elderly units
and a higher demand for those units. It is estimated that at least 450 new affordable housing units
for the elderly are needed.
As part of the Master Aging Plan, Orange County aims to offer an array of housing options that
reflects the diverse preferences and abilities of an older adult population. Orange County needs
to conceptualize a continuum of housing types to accommodate rapid growth in its senior
population and invest in the development of preferred housing models.
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The condition of the owner occupied housing stock is fairly sound. However, rental housing units
range from fair to poor. Many of the higher quality rental housing units are located in the urban
centers and close to the universities.The lower quality rental housing units are located in the rural
areas. Improved code enforcement is needed to address these housing deficiencies.
There is also a lack of "accessible" housing units in the County that serve the needs of the
physically disabled. Not including elderly housing units, it appears that there is a need for at least
150 new housing units that are accessible to persons with physical disabilities. Presently, there
are 84 accessible housing units for the disabled in LIHTC Projects.
There is a continuing need for "affordable" and "accessible" housing in Orange County. The
existing housing is sound and there appears to be an adequate supply of market-rate housing.The
County has a growing population, and new construction and rehabilitation work is increasing
again as evidenced by the number of building and renovation permits issued throughout the
County. Real estate values continue to rise, which benefits property owners and most
homeowners. However, these rising real estate values negatively impact very low-, low-, and
moderate-income households who are increasingly cost-overburdened in their homes by 30 to 50
percent or greater; additionally, this hurts those who cannot find affordable housing and are
having to increasingly seek housing outside of the County or live in substandard conditions not by
choice, but necessity.
Housing values (both rental and real estate) have increased with the rise in the number of
households to the area. This increase has been especially burdensome on low- and moderate-
income renter households.A decrease in the quality and the quantity of affordable rental housing
has placed many of the very low-income households at imminent risk of becoming homeless.
It is estimated that there are approximately 1,600 owner and renter occupied housing units that
are suitable for rehabilitation work in Orange County. However,the cost of rehabilitation exceeds
the income and assets of many low- and moderate-income persons. Therefore, many of these
housing units will remain vacant and or in substandard, deteriorating conditions since the
financial resources are not available to rehabilitate the housing units.There is a need for increased
local, state, federal, and private funds to provide financial assistance to lower income families to
rehabilitate properties for more affordable housing.
In addition, 20,899 housing units (40.5%) were built before 1980, and therefore have a potential
to be a lead-based paint hazard. For Orange County, it is estimated that 15%of low or moderate
income families living in owner-occupied units are at risk of lead-based paint hazards and that
25% of low or moderate income families living in rental units are at risk of lead-based paint
hazards.
There is a dire lack of affordable housing for the very-low income in Orange County.
Unfortunately, there are no new funding sources for permanent housing that replaces Public
Housing to meet the housing needs of the very-low income. The County should encourage and
support private and non-profit development entities to build more LIHTC high quality affordable
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housing developments throughout the County, especially in the urban areas (though in urban
areas cost and the lack of available land make this almost prohibitive). Therefore, opportunities
for infill development and acquisition and or rehabilitation in these areas should be encouraged
to meet affordable housing needs and opportunities for access to transportation, services and
employment.
The areas impacted with cost overburdened households are located in and around the urban
areas of the County.These areas contain the largest concentration of employment opportunities
and public and private amenities but lack affordable housing.
The urban areas of the County have the most public and community facilities. These areas also
contain the majority of available public transportation. The urban neighborhoods contain many
of the County's employment opportunities and existing housing stock. However, these areas are
cost prohibitive for low-and moderate-income persons.
Orange County has a community health clinic and UNC Hospital System are relatively inexpensive.
However, there is still a need for more free healthcare for people experiencing homelessness or
at risk of becoming homeless.There is a great need for Mental Health and Substance Abuse case
management and treatment for people experiencing,and at risk of, homelessness.Orange County
Employment Services need to increase focus and resources to assist this population, including
people with criminal histories and youth aging out of foster care.
According to the 2007-2011 American Community Survey data, Orange County has an
unemployment rate of 5.83%which is lower than the North Carolina unemployment rate of 9.7%
for that same period. However, in Orange County,there are 16,750 workers and 18,050 jobs.The
unemployment rate is also larger in the 16-24 age group as opposed to older age groups.
According to the 2007-2011 American Community Survey data, there are job deficiencies (the
number of qualified workers exceeds the number of jobs available) in certain sectors. Conversely,
Orange County is also experiencing an employment deficiency (the number of jobs available
exceeds the number of qualified workers) in certain sectors. The County should continue to
support and encourage new job creation, job retention, employment, youth employment, job
training services, and educational developmental opportunities, especially for low- and
moderate-income persons that help to close these gaps.
Maps:
Included in this Plan in the Exhibits Section are the following maps which illustrate the
demographic characteristics of Orange County:
• Population Density by Block Group
• Percent White Population by Block Group
• Percent Minority Population by Block Group
• Percent Population Age 65+ by Block Group
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• Population Age 65+ by Quarter Mile Grid
• Total Housing Units by Block Points
• Percent Owner-Occupied Housing Units by Block Group
• Percent Renter-Occupied Housing Units by Block Group
• Percent Vacant Housing Units by Block Group
• Low/Moderate Income Percentage by Block Group
• Low/Moderate Income with Minority Percentage
• Commercial Hotspots in Orange County, North Carolina
2. Summarize the objectives and outcomes identified in the Plan
This could be a restatement of items or a table listed elsewhere in the plan or a reference
to another location. It may also contain any essential items from the housing and
homeless needs assessment, the housing market analysis or the strategic plan.
The goal of the Orange County HOME Consortium is to improve the quality of life for County
residents by retaining and increasing the supply of affordable housing units for both owner
occupants and renters and by providing homeownership opportunities for low- and moderate-
income residents. During the FFY 2016 CDBG Program Year, the County proposes to address the
following priority need categories identified in its Five Year Consolidated Plan:
The priority ranking of needs for housing, homelessness, other special needs, community
development, economic development, and anti-poverty are as follows:
Housing Priority(High Priority)
There is a need to improve the quality of the housing stock in the County by increasing the amount
of decent, safe, sound, and accessible housing for homeowners, renters, and homebuyers that is
affordable to low-and moderate-income persons and families.
Goals/Strategies:
• HS-1 Housing Rehabilitation - Continue to provide financial assistance to low- and
moderate-income homeowners to rehabilitate their existing owner-occupied housing.
• HS-4 Home Ownership - Assist low- and moderate-income households to become
homeowners by providing down payment assistance,closing cost assistance, and housing
counseling training including Section 8 Housing Choice Voucher holders.
Administration, Planning,and Management Priority(High Priority)
There is a continuing need for planning, administration, management, and oversight of federal,
state, and local funded programs as well as an increasing need for cooperation and collaboration
amongst public and private partners and the communities in the Consortium in addressing
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affordable housing, preservation, and development needs of the region that ultimately affect the
quality of life for all residents.
Goal/Strategy:
• AM-1 Overall Coordination - Provide program management and oversight for the
successful administration and leveraging of federal, state, and local funded programs,
including support of collaborative initiatives, research and planning services for special
studies,environmental clearance,fair housing,and compliance with all federal,state,and
local laws and regulations.
3. Evaluation of past performance
This is an evaluation of past performance that helped lead the grantee to choose its goals or
projects.
Orange County has a good performance record with HUD and the County regularly meets the
performance standards HUD establishes. The County prepares its Consolidated Annual
Performance Evaluation Report (CAPER) each year. This report is submitted within ninety (90)
days after the start of the new program year. Copies of the CAPER are available for review at
Orange County Housing, Human Rights, and Community Development Department, 300 W.Tryon
Street, Hillsborough, NC. Orange County includes the Town of Chapel Hill's performance under its
CDBG Program in the County's CAPER.
The FFY 2014 CAPER, which was the fourth CAPER for the FY 2010-2014 Five Year Consolidated
Plan, was approved by HUD. In the FFY 2014 CAPER, the Town of Chapel Hill expended 100% of
its CDBG funds to benefit low-and moderate-income persons.The Town expended 11.91%of its
funds during the FFY 2014 CAPER period on public service,which is below the statutory maximum
of 15%. The Town expended 10.54% of its funds during this CAPER period on Planning and
Administration, which is below the statutory maximum of 20%. The Town is in compliance with
the required 1.5 maximum drawdown ratio.
The HOME program is being administered in a timely manner and in accordance with applicable
activity limitations and match requirements.The Orange County HOME Consortium has also met
the 15%Community Housing Development Organization (CHDO) requirement.
4. Summary of Citizen Participation Process and consultation process
Summary from citizen participation section of plan.
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The Annual Action Plan is made up of multiple components, which include: funding applications
from municipalities/social service agencies and housing organizations; citizen participation; and
the development of the Annual Action Plan.
Each item of the plan helps benefit the low-and moderate-income population in Orange County.
Orange County has an approved Citizen Participation Plan, as required by HUD, on file with HUD
and at the Orange County Department of Housing, Human Rights, and Community Development.
The County abided by its Citizen Participation Plan in the preparation and development of the FFY
2016 Annual Action Plan.
The first step of the planning process for the FFY 2016 Annual Action Plan started with holding
one (1) public hearing to obtain citizen input on the needs of Orange County. The first needs
hearing was held on Tuesday, December 15, 2015 at 7:00 PM at the Southern Human Services
Center located at 2501 Homestead Road, Chapel Hill, NC 27516. The first needs hearing was
published on December 2, 2015 in "The Herald-Sun", posted on the County's website and emails
were sent to local municipalities and non-profit agencies/organizations. At the public hearing,
residents had the opportunity to give their input and thoughts on the housing, community
development, and economic development needs in Orange County and how the HOME funds
should best be spent to benefit low- and moderate-income persons.
The Orange County Department of Housing, Human Rights, and Community Development held a
Funding Application Orientation Workshop on Wednesday, December 2, 2015 at 9:00am in the
Chapel Hill Public Library located at 100 Library Drive, Chapel Hill, NC 27514. Applications for
CDBG and HOME funding were due back to the County by 2:00 PM on Monday,January 25, 2016.
Information was also available on the Orange County Department of Housing, Human Rights, and
Community Development's website.
The Final Public Hearing Notice was published on Wednesday, March 30, 2016. At the Public
Hearing, held on Thursday, May 5, 2016 at 7:00PM residents were given the opportunity to
comment on the "draft" version of the FFY 2016 Annual Action Plan and which projects/activities
would be funded with FFY 2016 CDBG funds.
The FFY 2016 Annual Action Plan was on public display beginning Friday, April 1, 2016 through
Monday, May 2, 2016 at the following location in the County and on the County's website
(http://www.co.orange.nc.us)
• Orange County Housing, Human Rights, and Community Development Department
300 W. Tryon Street
Hillsborough, NC 27278
• Orange County Public Library(Main Branch)
137 W Margaret Lane
Hillsborough, NC 27278
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• Town of Chapel Hill Public Library
100 Library Drive
Chapel Hill, NC 27514
The following schedule was used in the preparation of the FFY 2016 Action Plan:
• Citizen, provider, and stakeholder consultation — December 15, 2016 through June 31,
2016
• Applications for CDBG funds were made available—Wednesday, December 2, 2015
• Published the Needs Public Hearing Notice—Wednesday, December 2, 2015
• First Needs Public Hearing—Tuesday, December 15, 2015
• CDBG Funding Requests due to Orange County—Monday,January 25, 2016
• Published the Final Public Hearing Notice—Wednesday, March 30, 2016
• FFY 2016 Annual Action Plan on display; begin 30-day public comment period— Friday,
April 1, 2016
• End 30-day public comment period— Monday, May 2, 2016
• Final Public Hearing—Thursday, May 5, 2016
• County Commissioners'Adoption of the Plan— Thursday, May 5, 2016
• Submission of Annual Plan to HUD—Thursday, May 12, 2016
• Program Year Begins— Friday,July 1, 2016
5. Summary of public comments
This could be a brief narrative summary or reference an attached document from the Citizen
Participation section of the Con Plan.
Meeting minutes from the First Public Hearing on Tuesday, December 15, 2015 and from the
Second Public Hearing on Thursday, May 5, 2016 are in the attachments section of this Annual
Action Plan.
6. Summary of comments or views not accepted and the reasons for not accepting them
All comments were accepted and the requests for funding were incorporated into the FFY 2016
CDBG Program.
7. Summary
The FFY 2016 Annual Action Plan for the Orange County HOME Consortium includes the County's
HOME Program and outlines which activities the County will undertake during the program year
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beginning July 1, 2016 and ending June 31, 2017. This is the County's second year of the FFY 2015-
2019 Five-Year Consolidated Plan.
During the FFY 2016 Program Year, the Orange County HOME Consortium anticipates the
following Federal financial resources:
• FFY 2016 HOME Funds $ 308,538.00
• HOME Program Income $ 38,069.00
• Unexpended Funds from Previous Years $ 64,481.00
• HOME Match $ 69,421.00
Total: $ 480,509.00
During the FFY 2016 HOME Program Year, the Orange County HOME Consortium proposes to
address the following priority need categories from its Five Year Consolidated Plan:
• Housing Priority - There is a need to improve the quality of the housing stock in the
County by increasing the amount of decent, safe, sound, and accessible housing for
homeowners, renters, and homebuyers that is affordable to low- and moderate-income
persons and families.
• Homeless Priority-There is a need for housing and support services for homeless persons
and persons who are at-risk of becoming homeless.
• Other Special Needs Priority-There is a continuing need for affordable housing,services,
and facilities for persons with special needs, the elderly, and the disabled.
• Community Development Priority-There is a need to improve the public and community
facilities, infrastructure, public services, and the quality of life for all residents in the
County, particularly in areas or for facilities and infrastructure demonstrating signs of
physical decline or economic stress.
• Economic Development Priority - There is a need to increase employment, self-
sufficiency, education,job training, technical assistance, and economic empowerment of
low- and moderate-income residents in the County.
• Administration, Planning, and Management Priority - There is a continuing need for
planning, administration, management, and oversight of federal, state, and local funded
programs as well as an increase in cooperation and collaboration amongst public and
private partners and the communities in the Consortium in addressing affordable
housing, preservation, and development needs of the region that ultimately affect the
quality of life for all residents.
A "draft" of the FFY 2016 Annual Action Plan was placed on display at the Orange County
Department of Housing, Human Rights, and Community Development, located at 300 Tryon
Street, Hillsborough, NC. The plan was also on display on the County's website at
http://www.co.orange.nc.us.The display period started on Friday,April 1, 2016 through Monday,
May 2, 2016 for a 30-day display period. A Second Public Hearing was held on Thursday May 5,
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2016 to discuss the proposed activities and solicit resident comments. Upon completion of the
30-day comment period, the Orange County HOME Consortium will submit the FFY 2016 Annual
Action Plan to the U.S. Department of Housing and Urban Development Greensboro Office on or
before Thursday, May 12, 2016.
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PR-05 Lead & Responsible Agencies - 91.200(b)
1. Agency/entity responsible for preparing/administering the Consolidated Plan
The following are the agencies/entities responsible for preparing the Consolidated Plan and those
responsible for administration of each grant program and funding source.
Agency Role Name Department/Agency
HOME Administrator Orange County Housing, Human Rights, and
Community Development
Table 1—Responsible Agencies
Narrative
Orange County is serving as the Lead Entity for the HOME Consortium. The member jurisdictions of the
Consortium are the Towns of Carrboro, Chapel Hill, and Hillsborough.
Orange County's Housing, Human Rights, and Community Development Department is the administrating
agency for the HOME program. The Housing, Human Rights, and Community Development Department
prepares the Five Year Consolidated Plan, Annual Action Plans, Environmental Review Records (ERR's),
Consolidated Annual Performance Evaluation Reports(CAPER),and performs the monitoring of contracts,
processing of pay requisitions, contracting, and oversight of the programs on a day to day basis. In
addition, Orange County has a private planning consulting firm available to assist the County on an as
needed basis.
The Town of Chapel Hill's Office of Housing and Community Department is the administrating agency for
the Town's CDBG program. The Housing and Community Office prepares the Annual Action Plans,
Environmental Review Records(ERR's), and coordinates the Consolidated Annual Performance Evaluation
Reports (CAPER) with the County, as well as handles the monitoring, processing of pay requisitions,
contracting, and oversight of the CDBG program on a day to day basis.
Consolidated Plan Public Contact Information
Orange County
Ms.Audrey Spencer-Horsley, Housing, Human Rights,and Community Development Department Director
Richard Whitted Human Services Building
Third Floor
300 W.Tryon Street
Hillsborough, NC 27278
Phone: (919) 245-2490
Fax: (919) 644-3056
Website: aspencerhorsley @orangecountync.gov
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PR-10 Consultation - 91.100, 91.200(b), 91.215(1)
1. Introduction
While preparing the FFY 2016 Annual Action Plan and FFY 2016 Annual Action Plan,Orange County
Department of Housing, Human Rights, and Community Development consulted with the Town
of Chapel Hill, the Town of Carrboro, the Town of Hillsborough, social services agencies, housing
providers, and members of the Orange County Partnership to End Homelessness (the Continuum
of Care). Input from the meetings and surveys were used in the development of the Annual Action
Plan.
Provide a concise summary of the jurisdiction's activities to enhance coordination
between public and assisted housing providers and private and governmental health,
mental health and service agencies (91.215(1)).
Orange County works with the following agencies to enhance coordination:
• Orange County Housing Authority—The County provides funds for the operation of the
Section 8 Housing Choice Voucher Program.
• Chapel Hill Office of Housing Community Development — The Town of Chapel Hill
provides funds for public improvements.
• Social Services Agencies — The County provides funds to improve services to low- and
moderate-income persons.
• Housing Providers —The County provides funds to rehabilitate and develop affordable
housing and provide housing options for low-and moderate-income households.
Each year, as part of the HOME application planning process, local agencies and organizations are
invited to submit proposals for HOME funds for eligible activities.These groups participate in the
planning process by attending the public hearings,informational meetings,and completing survey
forms.
Describe coordination with the Continuum of Care and efforts to address the needs of
homeless persons (particularly chronically homeless individuals and families, families
with children, veterans, and unaccompanied youth) and persons at risk of
homelessness.
The Orange County Partnership to End Homelessness has recently begun implementing a
Coordinated Entry system that prioritizes people for Permanent Supportive Housing; it will
eventually expand to include Rapid Rehousing and other housing/services. The CoC's 100,000
Homes Taskforce meets monthly to collaborate on finding housing and services(MH, SA, medical,
legal, etc.) for chronically and/or vulnerably homeless individuals. Orange County DSS and the
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Inter-Faith Council for Social Service provide Rapid Rehousing and Transitional Housing,
respectively, targeted to families with children; they are both very actively involved in the
Leadership Team and subcommittees and refer clients to each other. Earlier this month the CoC
formed a working group with the Durham Veterans Administration, Volunteers of America and
NC Coalition to End Homelessness to develop strategies to end Veteran homelessness in 2016.
Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area
in determining how to allocate ESG funds, develop performance standards for and
evaluate outcomes of projects and activities assisted by ESG funds, and develop
funding, policies and procedures for the operation and administration of HMIS
The four(4)jurisdictions participating in the Orange County HOME Consortium—Orange County,
Towns of Chapel Hill, Hillsborough,and Carrboro—support the Orange County Partnership to End
Homelessness' (OCPEH) budget on a pro-rata basis.The funding covers the salary of the Homeless
Programs Coordinator, HMIS fees for the CoC, and miscellaneous costs.The OCPEH is the CoC and
comprises a Leadership Team and several subcommittees.
2. Agencies, groups, organizations and others who participated in the process and
consultations
Table 2—Agencies,groups,organizations who participated
Agency/Group/Organization Community Home Trust
Housing
Agency/Group/Organization Type Services- Housing
Service-Fair Housing
1 What section of the Plan was addressed by Housing Need Assessment
Consultation? Market Analysis
How was the Agency/Group/Organization consulted The Community Home Trust was
and what are the anticipated outcomes of the consulted to ascertain the housing
consultation or areas for improved coordination? needs of the County.
Agency/Group/Organization Weaver Community Housing
Association
Housing
2 Agency/Group/Organization Type Services- Housing
Service-Fair Housing
What section of the Plan was addressed by
Housing Need Assessment
Consultation?
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How was the Agency/Group/Organization consulted The Weaver Community Housing
and what are the anticipated outcomes of the Association was consulted to ascertain
consultation or areas for improved coordination? the housing needs of the County.
Agency/Group/Organization Habitat For Humanity
Housing
Agency/Group/Organization Type Services- Housing
Service-Fair Housing
3 What section of the Plan was addressed by
Housing Need Assessment
Consultation?
How was the Agency/Group/Organization consulted Habitat for Humanity was consulted to
and what are the anticipated outcomes of the ascertain the housing needs of the
consultation or areas for improved coordination? County.
Agency/Group/Organization Chapel Hill Police Department
Other government- Local
Agency/Group/Organization Type
Civic Leaders
4
What section of the Plan was addressed by Anti-poverty Strategy
Consultation? Public Safety
How was the Agency/Group/Organization consulted The Chapel Hill Police Department was
and what are the anticipated outcomes of the consulted to ascertain the public safety
consultation or areas for improved coordination? needs of the County.
Greater Chapel Hill Association of
Agency/Group/Organization
Realtors
Agency/Group/Organization Type Housing
Business Leaders
Housing Need Assessment
5 What section of the Plan was addressed by
Economic Development
Consultation?
Market Analysis
How was the Agency/Group/Organization consulted The Greater Chapel Hill Association of
and what are the anticipated outcomes of the Realtors was consulted to ascertain the
consultation or areas for improved coordination? housing needs of the County.
Orange County Partnership to End
Agency/Group/Organization
Homelessness
6 Services- Housing
Agency/Group/Organization Type Services-homeless
Service-Fair Housing
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Housing Need Assessment
Public Housing Needs
Homelessness Strategy
Homeless Needs-Chronically homeless
Homeless Needs- Families with
What section of the Plan was addressed by children
Consultation? Homelessness Needs -Veterans
Homelessness Needs - Unaccompanied
youth
Non-Homeless Special Needs
Market Analysis
Anti-poverty Strategy
How was the Agency/Group/Organization consulted The Orange County Partnership to End
Homelessness was consulted to
and what are the anticipated outcomes of the
ascertain the homeless needs of the
consultation or areas for improved coordination?
County.
Agency/Group/Organization Inter-Faith Council for Social Services
Services- Housing
Agency/Group/Organization Type
Services-homeless
Homelessness Strategy
Homeless Needs-Chronically homeless
Homeless Needs- Families with
children
What section of the Plan was addressed by
Homelessness Needs -Veterans
Consultation?
Homelessness Needs - Unaccompanied
youth
Non-Homeless Special Needs
Anti-poverty Strategy
How was the Agency/Group/Organization consulted The Inter-Faith Council for Social Service
and what are the anticipated outcomes of the was consulted to ascertain the
consultation or areas for improved coordination? homeless needs of the County.
Agency/Group/Organization Orange Congregations in Mission
8 Services-Elderly Persons
Agency/Group/Organization Type Services-homeless
Services-Health
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Homelessness Strategy
Homeless Needs-Chronically homeless
Homeless Needs- Families with
What section of the Plan was addressed by children
Consultation? Homelessness Needs -Veterans
Homelessness Needs - Unaccompanied
youth
Anti-poverty Strategy
How was the Agency/Group/Organization consulted Orange County Congregations in
and what are the anticipated outcomes of the Mission was consulted to ascertain the
consultation or areas for improved coordination? homeless needs of the County.
Agency/Group/Organization Joint Orange Chatham Community
Action
Agency/Group/Organization Type Other government-County
What section of the Plan was addressed by Market Analysis
9 Consultation? Anti-poverty Strategy
How was the Agency/Group/Organization consulted The Joint Orange Chatham Community
Action Agency was consulted to
and what are the anticipated outcomes of the
ascertain the economic development
consultation or areas for improved coordination?
needs of the County.
Agency/Group/Organization EmPOWERment, Inc.
Housing
PHA
Agency/Group/Organization Type Services- Housing
Service-Fair Housing
Business and Civic Leaders
10 Housing Need Assessment
Public Housing Needs
What section of the Plan was addressed by
Economic Development
Consultation?
Market Analysis
Anti-poverty Strategy
How was the Agency/Group/Organization consulted EmPOWERment, Inc. was consulted to
and what are the anticipated outcomes of the ascertain the housing needs of the
consultation or areas for improved coordination? County.
Agency/Group/Organization The Arc of North Carolina
11 Services-Persons with Disabilities
Agency/Group/Organization Type
Service-Fair Housing
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What section of the Plan was addressed by
Non-Homeless Special Needs
Consultation?
How was the Agency/Group/Organization consulted The Arc of North Carolina was consulted
and what are the anticipated outcomes of the to ascertain the social service needs of
consultation or areas for improved coordination? the County.
Agency/Group/Organization Centre for Homeownership and
Economic Development
Housing
Agency/Group/Organization Type Services-Education
Service-Fair Housing
Housing Need Assessment
12 What section of the Plan was addressed by Economic Development
Consultation? Market Analysis
Anti-poverty Strategy
How was the Agency/Group/Organization consulted The Centre for Homeownership was
consulted to ascertain the housing and
and what are the anticipated outcomes of the
economic development needs of the
consultation or areas for improved coordination?
County.
Agency/Group/Organization New Goloka Hare Krishna Temple
Services-Education
Agency/Group/Organization Type
Civic Leaders
Housing Need Assessment
13 What section of the Plan was addressed by
Non-Homeless Special Needs
Consultation?
Anti-poverty Strategy
How was the Agency/Group/Organization consulted The New Goloka Hare Krishna Temple
and what are the anticipated outcomes of the was consulted to ascertain the social
consultation or areas for improved coordination? service needs of Orange County.
Agency/Group/Organization Orange Correctional Center Pre
Release
Services- Housing
Agency/Group/Organization Type
14 Services-homeless
Non-Homeless Special Needs
What section of the Plan was addressed by
Economic Development
Consultation?
Anti-poverty Strategy
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How was the Agency/Group/Organization consulted The Orange Correctional Center- Pre-
and what are the anticipated outcomes of the Release was consulted to ascertain the
consultation or areas for improved coordination? social service needs of Orange County.
Agency/Group/Organization Orange County Justice United
Housing
Agency/Group/Organization Type Services- Housing
Civic Leaders
Non-Homeless Special Needs
15 What section of the Plan was addressed by Economic Development
Consultation? Market Analysis
Anti-poverty Strategy
How was the Agency/Group/Organization consulted Orange County Justice United was
and what are the anticipated outcomes of the consulted to ascertain the social service
consultation or areas for improved coordination? needs of Orange County.
Agency/Group/Organization Orange County Rape Crisis Center
Services-Victims of Domestic Violence
Agency/Group/Organization Type
Services-Victims
16 What section of the Plan was addressed by
Non-Homeless Special Needs
Consultation?
How was the Agency/Group/Organization consulted The Orange County Rape Crisis Center
and what are the anticipated outcomes of the was consulted to ascertain the social
consultation or areas for improved coordination? service needs of Orange County.
Agency/Group/Organization Housing for New Hope
Housing
Services- Housing
Agency/Group/Organization Type
Services-homeless
Service-Fair Housing
Housing Need Assessment
Homelessness Strategy
17 Homeless Needs-Chronically homeless
Homeless Needs- Families with
What section of the Plan was addressed by children
Consultation? Homelessness Needs -Veterans
Homelessness Needs - Unaccompanied
youth
Market Analysis
Anti-poverty Strategy
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How was the Agency/Group/Organization consulted Housing for New Hope was consulted to
and what are the anticipated outcomes of the ascertain the homeless and housing
consultation or areas for improved coordination? needs of Orange County.
Agency/Group/Organization Dispute Settlement Center
Services-Victims of Domestic Violence
Agency/Group/Organization Type
Services-Victims
18 What section of the Plan was addressed by
Non-Homeless Special Needs
Consultation?
How was the Agency/Group/Organization consulted The Dispute Settlement Center was
and what are the anticipated outcomes of the consulted to ascertain the social service
consultation or areas for improved coordination? needs of Orange County.
Agency/Group/Organization North Carolina Bar Association
Services-Victims of Domestic Violence
Agency/Group/Organization Type Services-Victims
Civic Leaders
19 What section of the Plan was addressed by Homelessness Needs -Veterans
Consultation? Non-Homeless Special Needs
How was the Agency/Group/Organization consulted The North Carolina Bar Association was
and what are the anticipated outcomes of the consulted to ascertain the social service
consultation or areas for improved coordination? needs of Orange County.
Agency/Group/Organization Cardinal Innovations
Services-homeless
Agency/Group/Organization Type
Services-Health
Homelessness Strategy
Homeless Needs-Chronically homeless
Homeless Needs- Families with
20 What section of the Plan was addressed by children
Consultation? Homelessness Needs -Veterans
Homelessness Needs - Unaccompanied
youth
Non-Homeless Special Needs
How was the Agency/Group/Organization consulted Cardinal Innovations was consulted to
and what are the anticipated outcomes of the ascertain the social service needs of
consultation or areas for improved coordination? Orange County.
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Agency/Group/Organization Volunteers for Youth, Inc.
Services-Children
Agency/Group/Organization Type Services-Education
Child Welfare Agency
Housing Need Assessment
21 What section of the Plan was addressed by
Non-Homeless Special Needs
Consultation?
Anti-poverty Strategy
How was the Agency/Group/Organization consulted Volunteers for Youth, Inc. was
and what are the anticipated outcomes of the consulted to ascertain the social service
consultation or areas for improved coordination? needs of Orange County.
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Identify any Agency Types not consulted and provide rationale for not consulting
All known agencies were consulted during the planning process.
Other local/regional/state/federal planning efforts considered when preparing the Plan
Table 2—Agencies,groups,organizations who participated
How do the goals of your
Name of Plan Lead Organization Strategic Plan overlap with
the goals of each plan?
Orange County Partnership to
Continuum of Care They are compatible.
End Homelessness
Orange County 10 Year Plan
Orange County They are compatible.
to End Chronic Homeless
Orange County 2030
Orange County They are compatible.
Comprehensive Plan
5-Year Plan Orange County Housing Authority They are compatible.
Chapel Hill 2020
Town of Chapel Hill They are compatible.
Comprehensive Plan
Hillsborough Vision 2030 Town of Hillsborough They are compatible.
Carrboro Vision 2020
Town of Carrboro They are compatible.
Comprehensive Plan
FFY 2015-2019 Consolidated
Orange County They are compatible.
Plan
2015 Analysis of
Impediments to Fair Housing Orange County They are compatible.
Choice
Table 3—Other local/regional/federal planning efforts
Narrative
The Orange County HOME Consortium is a cooperative venture of Orange County and the three(3)Towns
of Carrboro, Chapel Hill, and Hillsborough. There is a good working relationship between all four (4)
jurisdictions. In addition, there is an excellent rapport with the Continuum of Care and the member
organizations that comprise the CoC.
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PR-12 Participation - 91.401, 91.105, 91.200(c)
1. Summary of citizen participation process/Efforts made to broaden citizen participation
Summarize citizen participation process and how it impacted goal-setting
The FFY 2016 Annual Action Plan has many components that include citizen participation. These components include the following:
applications for funding from agencies from municipalities/social service and housing organizations, meetings and phone calls with
municipalities/social services and housing agencies/organizations on how to complete the HOME Applications. In addition,there was one
(1)needs hearing and one(1)final public hearing held to gather public comments on the"draft plan"on public display.All these comments
are included in the Annual Action Plan in the Citizen Participation Section of the Plan.Through the citizen participation process,the County
uses citizen input to develop how the plan will best serve the low- and moderate-income population needs and to reach its goals of the
Five Year Consolidated Plan.
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Citizen Participation Outreach
Sort Mode of Target of Summary of Summary of Summary of comments
Order Outreach Outreach response/attendance comments received not accepted URL(If applicable)
and reasons
Minorities
The Orange County
Persons with
HOME Consortium
disabilities
held its first Public
Hearing on needs on
Non-
Tuesday, December See public hearing All comments were
targeted/broad
Public 15, 2015. There were comments in the accepted and
1. community Not Applicable.
Hearing a total of five (5) Attachments incorporated into the
attendees. See public Section of this plan. Annual Action Plan.
Residents of
hearing comments
Public and
and sign-in sheets in
Assisted
the Attachments
Housing
Section of this plan.
Agencies
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Sort Mode of Target of Summary of Summary of Summary of comments
Order Outreach Outreach response/attendance comments received
not accepted URL(If applicable)
and reasons
Minorities
Orange County held
Persons with
its second Public
disabilities
Hearing on Thursday
May 5, 2016. There See public hearing All comments were
Non-
Public were a total of comments in the accepted and
2. targeted/broad Not Applicable.
Hearing attendees. See Attachments incorporated into the
community
public hearing Section of this plan. Annual Action Plan.
comments and sign in
Residents of
sheets in the
Public and
Attachments Section.
Assisted
Housing
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Sort Mode of Target of Summary of Summary of Summary of comments
Order Outreach Outreach response/attendance comments received not accepted URL(If applicable)
and reasons
Minorities
Persons with
disabilities
Non-
targeted/broad
Newspaper
3. Ad community None None None Not Applicable
Residents of
Public and
Assisted
Housing
Agencies
Non-targeted/
Internet
4. broad None None None http://www.co.orange.nc.us
Outreach
community
Table 4—Citizen Participation Outreach
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Expected Resources
AP-15 Expected Resources - 91.420(b), 91.220(c)(1,2)
Introduction
The Orange County HOME Consortium is receiving$308,538 from HOME funds for the FFY 2016 program year.This is a reduction from $311,832
in FFY 2015, $351,540 in FFY 2014, and a substantial reduction from$728,277 in FFY 2010, the start of the previous five-year planning period.The
program year goes from July 1, 2016 through June 31, 2017.
Anticipated Resources
Expected Amount Available Year 1 Expected
Amount
Program Source of Uses of Funds Annual Program Prior Year Total: Available Narrative Description
Funds Allocation: Income:$ Resources: $ Reminder of
$ $ ConPlan
Homebuyer
4 projects/activities
public- assistance
HOME $308,538 $38,069 $64,481 $411,088 $930,476 were funded based on
federal Homeowner
rehab the HOME allocation.
Table 1-Expected Resources—Priority Table
Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how
matching requirements will be satisfied
The Orange County HOME Consortium will leverage additional funds from a variety of sources to address the needs identified in this plan. Orange
County is the recipient of the North Carolina Housing Finance Agency Single-Family Rehabilitation Loan Pool (SFRLP)funds. Each recipient of SFRLP
funds is awarded $170,000 to conduct financially-feasible, moderate rehabilitation to households that are below 80%AMI.
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The Orange County HOME Consortium uses cash as its local match for HOME Funds. It is estimated that this match will be$69,421 for this program
year.
If appropriate, describe publically owned land or property located within the jurisdiction that may be used to address the needs
identified in the plan
The Orange County HOME Consortium does not own any land that could be used to address the needs identified in this plan. However, Orange
County actively collaborates with private and public entities to assist them in acquiring property for projects that address the needs identified in
this plan.
Discussion
There are limited resources available to address the needs identified in this Annual Action Plan. The University of North Carolina has partnered
with the Center for Community Self Help to provide a $3 Million interest free loan to establish a land bank in the Northside Neighborhood of
Chapel Hill.
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Annual Goals and Objectives
AP-20 Annual Goals and Objectives - 91.420, 91.220(c)(3)&(e)
Goals Summary Information
Sort Goal Name Start End Category Geographic Needs Funding Goal Outcome Indicator
Order Year Year Area Addressed
Homeowner Housing
HS-1 Housing Affordable County- Housing
1 2015 2019 HOME: $164,655 Rehabilitated: 3 Household
Rehabilitation Housing wide Priority
Housing Units
Direct Financial Assistance
Affordable County- Housing
3 HS-4 Home Ownership 2015 2019 HOME: $285,000 to Homebuyers: 12
Housing wide Priority
Households Assisted
Administration,
Administration,
AM-1 Overall County- Planning, and
5 2015 2019 Planning, and HOME: $30,854 Other: 1 Other
Coordination wide Management
Management
Priority
Table 3—Goals Summary
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Goal Descriptions
Goal Name HS-1 Housing Rehabilitation
1 Goal Continue to provide financial assistance to low-and moderate-income homeowners to rehabilitate their existing owner-
Description occupied housing.
Goal Name HS-4 Home Ownership
2 Goal Assist low- and moderate-income households to become homeowners by providing down payment assistance, closing cost
Description assistance, and housing counseling training including Section 8 Housing Choice Voucher holders.
Goal Name AM-1 Overall Coordination
Provide program management and oversight for the successful administration and leveraging of federal, state, and local
3 Goal
funded programs, including support of collaborative initiatives, research and planning services for special studies,
Description
environmental clearance,fair housing, and compliance with all federal, state, and local laws and regulations.
Table 4—Goal Descriptions
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AP-35 Projects - 91.420, 91.220(d)
Introduction
The Orange County HOME Consortium proposes to undertake the following activities with the FFY 2016
HOME funds:
# Project Name
1 Habitat for Humanity—Second Mortgage Assistance
2 Rebuilding Together of the Triangle—Homeowner Repairs
3 Orange County—Housing Rehabilitation
4 Administration
Table 3—Project Information
Describe the reasons for allocation priorities and any obstacles to addressing underserved
needs
The allocations and priorities were established by an online resident survey,stakeholder meetings,follow-
up surveys from service providers,and public meetings.Obstacles to addressing underserved needs would
be finding more federal resources to accomplish those activities and having local resources to pair with
them to make successful projects.
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AP-38 Project Summary
Project Summary Information
Project Name Habitat for Humanity—Second Mortgage Assistance
Target Area County-wide
Goals Supported HS-4 Home Ownership
Needs Addressed Housing Priority
Funding HOME: $285,000.00
Funds would be allocated to Orange County Habitat for Humanity to
provide deferred payment zero-interest second mortgages for twelve
(12) homes throughout Orange County. Homes will be sold to
households earning between 30%and 65%of the area median income,
1 Description which is the "initial eligibility requirement". Homes may be sold to
households earning up to 80%of the area median income when
household income exceeds 65%of the area median income due to a
wage increase during the construction period and prior to closing on
the property.
Target Date 7/30/2016
Estimate the number
and type of families It is estimated that twelve (12) Households will benefit from this
that will benefit from activity.
the proposed activities
Location Description
Planned Activities The HUD Matrix Code is 13, Direct Homeownership Assistance.
Project Name Rebuilding Together of the Triangle—Homeowner Repairs
Target Area County-wide
Goals Supported HS-1 Housing Rehabilitation
Needs Addressed Housing Priority
2 Funding HOME: $50,000.00
Funds would be allocated to Rebuilding Together of the Triangle, Inc.,
to provide home repairs, accessibility modifications, and home
performance upgrades to three (3) homes throughout Orange County
Description
for households earning up to 80%of the area median income. Eligible
households are elderly, disabled or both. Home repairs, modifications
or upgrades are required to meet State and local build codes.
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Target Date 7/30/2016
Estimate the number
and type of families
It is estimated that 3 households will benefit from this activity.
that will benefit from
the proposed activities
Location Description
Planned Activities The HUD Matrix Code is 14A, Rehab, Single-Unit Residential.
Project Name Orange County—Housing Rehabilitation
Target Area County-wide
Goals Supported HS-1 Housing Rehabilitation
Needs Addressed Housing Priority
Funding HOME: $45,234.00+ HOME Match: $69,421.00
Funds would be allocated to the Orange County Single Family Housing
Rehabilitation for the repair of scattered substandard dwellings
3 Description
occupied by low-income families with incomes below 80%area median
income.
Target Date 7/30/2016
Estimate the number
and type of families
It is estimated that four(4) households will benefit from this activity.
that will benefit from
the proposed activities
Location Description
Planned Activities The HUD Matrix Code is 14A, Rehab, Single-Unit Residential.
Project Name Administration
Target Area County-wide
Goals Supported AM-1 Overall Coordination
Needs Addressed Administration, Planning, and Management Priority
4
Funding HOME: $30,854.00
Funds for administration of the HOME Program would be allocated to
Description the Orange County Housing, Human Relations, and Community
Development Department.
Target Date 7/30/2016
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Estimate the number
and type of families This activity will benefit the administration of the HOME program and
that will benefit from other Federal programs.
the proposed activities
Location Description This activity will take place throughout Orange County.
Planned Activities The HUD Matrix Code is 21H, HOME Admin/Planning Costs of Pi.
Table 5—Project Summary
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AP-50 Geographic Distribution - 91.420, 91.220(f)
Description of the geographic areas of the entitlement (including areas of low-income and
minority concentration)where assistance will be directed
The following information provides a profile of the population, age, and racial/ethnic composition of
Orange County.This information was obtained from the U.S. Census Bureau American Factfinder website,
http://factfinder.census.gov.The 2010-2014 American Community Survey 5 Year Estimates were used to
analyze the social, economic, housing, and general demographic characteristics of Orange County. The
five (5) year estimates are the most recent data available for the County. The 2010 U.S. Census data is
included where possible.
Population:
Key points are:
• Between 1980 and 2010, the population increased by approximately 73.6%.
• The County population was 137,275 in 2014 compared to 77,055 in 1980.
Age:
Key points are:
• Median age in Orange County is 33.2 years old.
• Youth under age 18 account for 20.6%of the population.
• Seniors age 62 or over are 13.2%of the population.
Race/Ethnicity:
Composition from 2010-2014 American Community Survey Data:
• 11.5%are Black or African American.
• 75.4%are White.
• 7.1%are Asian.
• 2.4%Some Other Race.
• 3.2%are Two or More Races.
• 8.2%are Hispanic or Latino.
Income Profile:
The Median Income for a family of four (4) in the Durham-Chapel Hill, NC HMFA is $74,900 for 2016.The
following is a summary of income statistics for Orange County:
At the time of the 2010-2014 American Community Survey, median household income in Orange County
was$85,866,which is higher than the State of North Carolina ($46,693).
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• 21.7%of households have earnings received from Social Security income.
• 1.6%of households have earnings received from public assistance.
• 16.1%of households have earnings received retirement income.
• 32.9%of female headed households with children were living in poverty.
• 15.7%of all youth under 18 years of age were living in poverty.
Low/Mod Income Profile:
The low- and moderate-income profile for Orange County is a measurement of the area's needs. The
County has an overall low-and moderate-income percentage of 38.42%.
Economic Profile:
The following illustrates the economic profile for Orange County according to the 2010-2014 American
Community Survey:
• 55.7% of the employed civilian population had occupations classified as management, business,
science, and arts.
• 17.3%of the employed civilian population had occupations classified as sales and office.
• 16.1%were in the service sector.
• The education, health, and social service industry represented 38.7%of those employed.
• 24.4%of workers were considered in the government class.
According to the U.S. Labor Department,the preliminary unemployment rate in Orange County as of April
2015 was 3.9%, compared to a preliminary rate of 5.5% for the State of North Carolina, and a national
unemployment rate of 5.4%.
Geographic Distribution
Target Area Percentage of Funds
County-wide 100%
Table 5-Geographic Distribution
Rationale for the priorities for allocating investments geographically
The County is not only attempting to meet the needs of the community, but also affirmatively further fair
housing. It is essential to engage in not only community building activities and fund needed improvements
in low-and moderate-income areas, but also to provide opportunities for residents to live in non-impacted
areas.
Discussion
Not Applicable.
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Affordable Housing
AP-55 Affordable Housing - 91.420, 91.220(g)
Introduction
Orange County will utilize its HOME funds to support the rehabilitation of existing housing and for
downpayment assistance.The one year goals for affordable housing in Orange County for FFY 2016 are as
follows:
One Year Goals for the Number of Households to be Supported
Homeless 0
Non-Homeless 7
Special-Needs 0
Total 7
Table 6-One Year Goals for Affordable Housing by Support Requirement
One Year Goals for the Number of Households Supported Through
Rental Assistance 0
The Production of New Units 0
Rehab of Existing Units 7
Acquisition of Existing Units 0
Total 7
Table 7-One Year Goals for Affordable Housing by Support Type
Discussion
Orange County will fund the following projects with the FFY 2016 HOME funds:
• HOME-15-01 Habitat for Humanity—Second Mortgage Assistance (12 houses)
• HOME-15-02 Rebuilding Together of the Triangle—Homeowner Repairs (3 households)
• HOME-15-03 Orange County—Housing Rehabilitation (4 houses)
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AP-60 Public Housing - 91.420, 91.220(h)
Introduction
The Orange County Department of Housing, Human Rights, and Community Development manages 623
Section 8 Housing Choice Vouchers. The number of landlords who accept Section 8 Housing Choice
Vouchers has been steadily decreasing; for example, the largest landlord in the County no long accepts
Section 8 Vouchers or VASH.
Actions planned during the next year to address the needs to public housing
The Orange County HOME Consortium will undertake the following to address the needs of Section 8
Housing Choice Voucher holders:
• Work to increase the number of landlords willing to participate in the Housing Choice Voucher
Program
• Address lead-based paint hazards in Section 8 Housing Units
• Encourage Section 8 Voucher holders to use the vouchers for mortgage assistance in purchasing
a home
Actions to encourage public housing residents to become more involved in management and
participate in homeownership
The Orange County Department of Housing, Human Rights, and Community Development has resident
involvement on the public housing board. The Department is encouraging more participation by Section
8 Voucher holders to become homeowners.
If the PHA is designated as troubled, describe the manner in which financial assistance will be
provided or other assistance
The Public Housing Authority is not designated as 'troubled.'
Discussion
Affordable housing remains one of the largest unmet needs in Orange County.There are no public housing
units that are administered by the County.
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AP-65 Homeless and Other Special Needs Activities - 91.420, 91.220(i)
Introduction
The Orange County Partnership to End Homelessness spearheaded collaboration efforts amongst
homeless organizations, social service groups, governments, and private enterprises to address the
homeless and special needs populations of Orange County.The homeless population in Orange County is
estimated to increase in size due to the rising cost of housing in the County.
Describe the jurisdictions one-year goals and actions for reducing and ending homelessness
including: Reaching out to homeless persons (especially unsheltered persons) and assessing
their individual needs
The Orange County Partnership to End Homelessness' 100,000 Homes Taskforce is comprised of
approximately twenty (20) housing and service providers that interact with people who are chronically
and/or vulnerably homeless, many with disabilities. The CoC uses its Coordinated Entry system to assess
their needs, score their level of need, and prioritize them for Permanent Supportive Housing.
The Orange County Partnership to End Homelessness PATH street outreach program is administered by
Housing for New Hope.The program has been successful.
Addressing the emergency shelter and transitional housing needs of homeless persons
The Inter-Faith Council for Social Service(IFC)provides 50 Emergency Shelter beds for men(w/20 overflow
on bad weather nights)and 14 beds for women(2 overflow). Unfortunately,the agency is closing its men's
shelter and is building a transitional housing facility with 52 beds, leaving an unmet need for Emergency
Shelter beds for men. IFC also runs a Transitional Housing Program for women with 10 units and a 30 bed
capacity. Both facilities have been consistently full over the past year-plus. The County does not have a
Domestic Violence shelter, but needs one.
Helping homeless persons (especially chronically homeless individuals and families, families
with children, veterans and their families, and unaccompanied youth) make the transition to
permanent housing and independent living, including shortening the period of time that
individuals and families experience homelessness, facilitating access for homeless individuals
and families to affordable housing units, and preventing individuals and families who were
recently homeless from becoming homeless again
The CoC implements a Rapid Rehousing program with state ESG money. Currently, the program serves
approximately 20 households with $100,000 each year. This program needs to be expanded and
strengthened with local funding. The CoC's Plan to End Homelessness and its overall approach to ending
and preventing homelessness is based on HEARTH and Federal Strategic Plan to End Homelessness goals
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and strategies. Over the past several years,the CoC established a Support Circles program to help people
transition from homelessness to permanent housing.
The Orange County Partnership to End Homelessness is changing its HMIS Administrator this year to the
Michigan Coalition Against Homelessness (MCAH) in the hope that the new vendor will help the CoC
collect higher quality and more complete data to be used to inform program performance as well as
funding and policy decisions.
Helping low-income individuals and families avoid becoming homeless, especially extremely
low-income individuals and families and those who are: being discharged from publicly funded
institutions and systems of care (such as health care facilities, mental health facilities, foster
care and other youth facilities, and corrections programs and institutions); or, receiving
assistance from public or private agencies that address housing, health, social services,
employment, education, or youth needs.
The CoC partners with UNC Hospitals and the DSS Foster Care division. The CoC's 2015 Plan to End
Homelessness includes a goal to develop discharge policies with local and regional institutions. The CoC
developed and implemented Outreach Court over the past four (4) years; it is now North Carolina's first
specialty court for people experiencing homelessness that offers mental health evaluations and treatment
plans in lieu of going to jail for misdemeanor crimes.
Discussion
Not Applicable.
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AP-75 Barriers to affordable housing - 91.420, 91.220(j)
Introduction
The Orange County HOME Consortium is in the process of completing an Analysis of Impediments to Fair
Housing Choice (Al) as required by HUD. This document will be released later this year. It will include an
analysis of Orange County's laws, regulations, and administrative policies, procedures, and practices
affecting the location, availability, and accessibility of housing, in addition to an assessment of conditions,
both public and private, affecting fair housing choice.
Actions it planned to remove or ameliorate the negative effects of public policies that serve
as barriers to affordable housing such as land use controls, tax policies affecting land, zoning
ordinances, building codes, fees and charges, growth limitations, and policies affecting the
return on residential investment
To address the Impact Fee, the Orange County Board of Commissioners adopted an impact fee
reimbursement policy, which provides funds to nonprofit housing developers constructing rental and
owner-occupied housing. This enables non-profits to pay these fees without passing the costs on to the
prospective renters or homebuyers. With this reimbursement, the Board works to alleviate barriers to
affordable housing.
Strategies have been designed to help eliminate or reduce the impact of the identified barriers. The
following recommendations are included in the Al promote fair housing for the Orange County
Consortium:
• Increase the educational opportunities and provide training relating to Fair Housing through
workshops,forums and presentations.
• Target specific protected groups for fair housing information.
• Continue to consult with local lending institutions.
• Provide training to housing providers and consumers about their obligations and rights.
• Continue to work with the County and Town governments to develop appropriate legislation and
ordinances to assist with the development of affordable housing.
• Monitor and track the Inclusionary Zoning Ordinance enacted by the Town of Chapel Hill for
effectiveness in the development of affordable housing and utilize it as a model ordinance for
adoption by the Towns of Carrboro and Hillsborough and Orange County for implementation if
positive results are determined.
The affordable housing provisions of the proposed Inclusionary Zoning Ordinance drafted by the Town of
Chapel Hill apply to homeownership developments in any of the following categories:
• Single-family or two-family development or subdivision of land to create residential lots that
involve: at least five (5) single-family dwelling units or two-family dwelling units; or at least five
(5) single-family lots; or two-family lots in which six (6) or more residential units are allowed by
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the Chapel Hill Land Use Management Ordinance, either individually or as part of the same
subdivision.
• Multi-family unit developments that create at least five (5) multi-family dwelling units; or
• Renovation or reconstruction of an existing building that contains multi-family dwelling units and
increases the number of dwelling units in the original structure by at least five (5); or
• Any change in use of all or part of an existing building from a non-residential use to a residential
use that has at least five (5) dwelling units.
For development applications involving any of the above, provisions for affordable housing must be
included as part of the development proposal.
As with other types of development, Orange County's supply of affordable housing is dictated by a variety
of factors, the most significant being project affordability, availability of land and infra-structure,
developer preference for building high-end housing, and government regulation. To address the
Educational Impact Fee, the Orange County Board of Commissioners adopted an impact fee
reimbursement policy, which provides funds to non-profit housing developers constructing rental and
owner-occupied housing to enable them to pay the fee without passing the cost to the prospective renters
or homebuyers. With this reimbursement, the Board works to alleviate barriers to affordable housing.
Discussion
Not Applicable.
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AP-85 Other Actions - 91.420, 91.220(k)
Introduction
The Orange County HOME Consortium has developed the following actions which address obstacles to
meeting underserved needs,fosters affordable housing, reduces lead-based hazards, reduces the number
of poverty families, develops institutional structures, and enhances coordination between public and
private housing and social service agencies.
Actions planned to address obstacles to meeting underserved needs
Despite County and service provider efforts, there remains a significant number of obstacles to meeting
underserved needs.The following are obstacles to meeting these needs in Orange County:
• The demand created by a continued population growth, including growth from the University,
creates a housing shortage.
• A tight rental housing market and escalating rental rates in the urban areas of the County
increases costs for all income levels.
• There is a lack of housing choice for people aging in place.
Actions planned to foster and maintain affordable housing
The Orange County HOME Consortium will undertake the following activities to foster and maintain
affordable housing:
• HOME-15-01 Habitat for Humanity—Second Mortgage Assistance (12 houses)
• HOME-15-02 Rebuilding Together of the Triangle—Homeowner Repairs (3 households)
• HOME-15-03 Orange County—Housing Rehabilitation (4 houses)
Actions planned to reduce lead-based paint hazards
In Orange County, evaluations (risk assessments) of lead-based paint in housing units will be conducted
on a case-by-case basis and lead abatement will be prescribed as needed for dwellings targeted for
rehabilitation. In addition,all assisted housing tenants will be informed of the hazards of lead-based paint.
The Orange County Health Department will provide ongoing consultation to local housing staff.
Actions planned to reduce the number of poverty-level families
The Anti-Poverty Strategy is the unifying thread that ties the housing, homeless, public housing and non-
housing community development strategies together as one comprehensive plan for reducing the number
of families that fall below the poverty level. In addressing each of the three (3) components below, the
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Anti-Poverty Strategy simultaneously links and implements the various strategies, goals and objectives
contained throughout this Consolidated Plan to promote self-sufficiency and empowerment.
Actions planned to develop institutional structure
With the creation of the Community Home Trust, Orange County, Chapel Hill, Carrboro, and Hillsborough
demonstrated the desire to cooperate among the several jurisdictions to provide the best housing
assistance that will serve the low-income residents of Orange County. With respect to coordination of
resources, funded agencies will communicate with appropriate staff regarding projects in progress,
applications submitted to state and federal funding agencies, programs that are particularly successful or
troublesome, and other sharing of information and sources of funds.
Actions planned to enhance coordination between public and private housing and social
service agencies
The existing coordination of services has been enhanced with the creation of the Orange County HOME
Consortium whose members include Orange County, Carrboro, Chapel Hill, and Hillsborough.
Additionally, in an effort to facilitate communication with other local housing nonprofit organizations,the
members of the HOME Program Consortium will convene semi-annual meetings with these organizations.
Items shared during these meetings will include clarification of federal and state housing program
regulations and discussion of local housing programs and initiatives.
Discussion
The Orange County HOME Consortium will use its limited financial resources to address the needs
identified in this plan.
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Program Specific Requirements
AP-90 Program Specific Requirements - 91.420, 91.220(1)(1,2,4)
Introduction
The Orange County HOME Consortium receives an annual allocation of HOME funds. Since the Orange
County HOME Consortium receives this Federal allocation, the questions below have been completed as
they are applicable.
HOME Investment Partnership Program (HOME)
Reference 24 CFR 91.220(1)(2)
1. A description of other forms of investment being used beyond those identified in
Section 92.205 is as follows:
The Orange County HOME Consortium uses cash as its local match for HOME funds. Orange
County also contributes financially to administrative costs for the operation of the program.
2. A description of the guidelines that will be used for resale or recapture of HOME funds
when used for homebuyer activities as required in 92.254, is as follows:
All properties receiving financial assistance from Orange County for homeownership activities
must ensure that the housing remain affordable to families with incomes of 80% or less of the
area median for at least 99 years from the date of initial assistance.
Right of First Refusal
A right of first refusal or right to purchase is accomplished by means of a Declaration of Restrictive
Covenants on the property purchased by the first-time homebuyer. Any assignment, sale,
transfer,conveyance,or other disposition of the property will not be effective unless the following
procedures are followed.
If the original homebuyer or any subsequent qualified homebuyer contemplates a transfer to a
non-low-income household,the buyer must send Orange County and/or the sponsoring nonprofit
organization a notice of intent to sell at least 90 days before the expected closing date. If Orange
County and/or the sponsoring nonprofit organization elect to exercise its right of refusal, it will
notify the buyer within 30 days of its receipt of the notice and will purchase the property within
90 days.
If neither Orange County nor the sponsoring nonprofit organization advises the buyer in a timely
fashion of its intent to purchase the property, then the Buyer is free to transfer the property in
accordance with the equity sharing provisions described below.
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Equity Sharing
Orange County provides its financial assistance as deferred second loans secured by a 40-year
Deed of Trust and Promissory Note, forgivable at the end of 40 years. This Deed of Trust and
Promissory Note constitutes a lien on the property, subordinate only to private construction
financing or permanent first mortgage financing.
The 99-year period of affordability for each individual housing unit is secured by a declaration of
restrictive covenants that incorporate a right of first refusal that may be exercised by a sponsoring
nonprofit organization and/or Orange County. This declaration of restrictive covenants is further
secured by a deed of trust. The nonprofit organization and/or the County are responsible for
compliance with the affordability requirement throughout the affordability period, unless
affordability restrictions are terminated due to the sale of the property to a non-qualified buyer.
If the buyer no longer uses the property as a principal residence or is unable to continue
ownership, then the buyer must sell, transfer, or otherwise dispose of their interest in the
property to a new homebuyer whose annual income does not exceed 80% of the area median.
However, if the property is sold during the affordability period to a non-qualified homebuyer to
be used as their principal residence, the net sales proceeds or "equity" will be divided equally
between the seller and the County. If the initial County contribution does not have to be repaid
because the sale occurs more than 40 years after the County contribution is made,then the seller
and the County will divide the entire equity realized from the sale.
Any proceeds from the recapture of funds will be used to facilitate the acquisition, construction,
and/or rehabilitation of housing for the purposes of promoting affordable housing.
3. A description of the guidelines for resale or recapture that ensures the affordability of
units acquired with HOME funds? See 24 CFR 92.254(a)(4) are as follows:
If the Pi will use HOME funds to refinance existing debt secured by multifamily housing that is
being rehabilitated with HOME funds, it must state its refinancing guidelines required under §
92.206(b). The guidelines shall describe the conditions under which the Pi will refinance existing
debt. At a minimum these guidelines must:
• Demonstrate that rehabilitation is the primary eligible activity and ensure that this
requirement is met by establishing a minimum level of rehabilitation per unit or a required
ratio between rehabilitation and refinancing.
• Require a review of management practices to demonstrate that disinvestments in the
property have not occurred;that the long-term needs of the project can be met; and that the
feasibility of serving the targeted population over an extended affordability period can be
demonstrated.
• State whether the new investment is being made to maintain current affordable units, create
additional affordable units, or both.
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• Specify the required period of affordability, whether it is the minimum 15 years or longer.
• Specify whether the investment of HOME funds may be jurisdiction-wide or limited to a
specific geographic area, such as a neighborhood identified in a neighborhood revitalization
strategy under 24 CFR 91.215(e)(2) or a Federally Designated Empowerment Zone or
Enterprise Community.
• State that HOME funds cannot be used to refinance multifamily loans made or insured by any
federal program, including CDBG.
RECAPTURE PROVISIONS
The HOME recapture provisions are established in §92.253(a)(5)(ii), and unlike the resale
approach, permit the original homebuyer to sell the property to any willing buyer during the
period of affordability while the Pi is able to recapture all or a portion of the HOME-assistance
provided to the original homebuyer. Two key concepts in the recapture requirements — direct
subsidy to the homebuyer and net proceeds - must be understood in order to determine the
amount of HOME assistance subject to recapture, and the applicable period of affordability on
the unit. The recapture approach requires that all or a portion of the direct subsidy provided to
the homebuyer be recaptured from the net proceeds of the sale.
Direct HOME subsidy is the amount of HOME assistance, including any program income that
enabled the homebuyer to buy the unit.The direct subsidy includes down payment, closing costs,
interest subsidies, or other HOME assistance provided directly to the homebuyer. In addition,
direct subsidy includes any assistance that reduced the purchase price from fair market value to
an affordable price. If HOME funds are used for the cost of developing a property and the unit is
sold below fair market value,the difference between the fair market value and the purchase price
is considered to be directly attributable to the HOME subsidy.
Net proceeds are defined as the sales price minus superior loan repayment (other than HOME
funds) and any closing costs. Under no circumstances can the Pi recapture more than is available
from the net proceeds of the sale.
Recapture provisions cannot be used when a project receives only a development subsidy and is
sold at fair market value, because there is no direct HOME subsidy to recapture from the
homebuyer. Instead, resale provisions must be used.
The recapture option is used by most Pis because it is generally easier to administer than the
resale option. The recapture option works well when the sale of the property will most likely
preserve affordability without the imposition of resale restriction.
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4. Plans for using HOME funds to refinance existing debt secured by multifamily housing
that is rehabilitated with HOME funds along with a description of the refinancing
guidelines required that will be used under 24 CFR 92.206(b), are as follows:
Homebuyer housing with a recapture agreement is not subject to the affordability requirements
after the Pi has recaptured the HOME funds in accordance with its written agreement. If the
ownership of the housing is conveyed pursuant to a foreclosure or other involuntary sale, the Pi
must attempt to recoup any net proceeds that may be available through the foreclosure sale.
Because all recapture provisions must be limited to net proceeds, the Pi's repayment obligation
is limited to the amount of the HOME subsidy, if any, that it is able to recover.
The written agreement between the homebuyer and the Pi, as well as mortgage and lien
documents are typically used to impose the recapture requirements in HOME-assisted
homebuyer projects under recapture provisions.The purpose of these enforcement mechanisms
is to ensure that the Pi recaptures the direct subsidy to the HOME-assisted homebuyer if the
HOME-assisted property is transferred. Unlike the resale option, deed restrictions, covenants
running with the land,or other similar mechanisms are not required by the HOME rule to be used
in homebuyer projects under the recapture option. However, many Pi's choose to use these
mechanisms for enforcing the affordability period and as notification of the transfer of the
property.
Discussion
Not Applicable.
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SF 424 FORM
NORTH CAROLINA
58
OMB Number:4040-0004
Expiration Date:8/31/2016
Application for Federal Assistance SF-424
*1.Type of Submission: "2.Type of Application: *If Revision,select appropriate letter(s):
Preapplication ®New
®Application Continuation *Other(Specify):
❑ Changed/Corrected Application fl Revision
*3.Date Received. 4.Applicant Identifier:
I I
5a.Federal Entity Identifier: 5b.Federal Award Identifier.
I I
State Use Only:
6.Date Received by State: 7.State Application Identifier. I
8.APPLICANT INFORMATION:
*a.Legal Name: 'Orange County
•b.Employer/Taxpayer Identification Number(EIN/TIN): *c.Organ' al DUO:
156-60000327 [0440417960000
d.Address:
*Streetl: 300 West Tryon Street
Street2:
*City: 'Hillsborough
County/Parish: Orange County
•State: : North Carolina
Province:
"Country: I USA: UNITED STATES
*Zip/Postal Code: 27278-2438
e.Organizational Unit:
Department Name: Division Name:
IHsg, Human Rights, Com Dev 1 'Community Development
f.Name and contact information of person to be contacted on matters involving this application:
Prefix: Ms I *First Name: Audrey
Middle Name: 1
Last Name: (Spencer-Horsley
Suffix:
Title: Director
Organizational Affiliation:
'Orange County
*Telephone Number. 19192452490 Fax Number. 19196443056
*Email: 'aspencerhorsley @orangecountync.gov
59
Application for Federal Assistance SF-424
9.Type of Applicant 1:Select Applicant Type:
B: County Government
Type of Applicant 2:Select Applicant TypL:
Type of Applicant 3:Select Applicant Type:
Other(specify):
10.Name of Federal Agency:
U.S. Department of Housing and Urban Development
11.Catalog of Federal Domestic Assistance Number:
14-239
CFDA Title:
HOME Investment Partnerships Program
111111(' 1/4
*12.Funding Opportunity Number:
24 CFR Part 91
*Title:
Consolidated Submissions for Community Planning and Development Programs as Amended by ESG Interim
Rule and Homeless Definition Final Rule. Date Published: December 2011.
13.Competition Identification Number:
Title:
14.Areas Affected by Project(Cities,Counties,States,etc.):
Add Attachment Delete Attachment View Attachment
*15.Descriptive Title of Applicant's Project:
HOME funds will be used to provide assistance for first-time homebuyer programs, new construction
- homeownership, rental property acquisition, and tenant based rental assistance.
Attach supporting documents as specified in agency instructions.
Add Attachments Delete Attachments View Attachments
60
Application for Federal Assistance SF-424
16.Congressional Districts Of:
a Applicant 19 ! *b Program/Project 4
I
Attach an additional list of Program/Project Congressional Districts if needed.
Add Attachment Delete Attachment View Attachment
17.Proposed Project:
a.Start Date: 07/01/2016 *b.End Date: 06/30/2017
18.Estimated Funding(S):
a.Federal 308,538.001
b.Applicant 0.00
*c.State 0.00
At
d.Local ( 0.00
'e.Other 0.00
f. Program Income 38,069.00
*g.TOTAL 346,607.001
*19.Is Application Subject to Review By State Under Executive Order 12372 Process?
a.This application was made available to the State under the Executive Order 12372 Process for review on ' -�
® b.Program is subject to E.O.12372 but has not been selected by the State for review.
• c.Program is not covered by E.O.12372.
*20.Is the Applicant Delinquent On Any Federal Debt? (If"Yes,"provide explanation in attachment)
Yes ®No
If"Yes",provide explanation and attach
1 Add Attachment Delete Attachment View Attachment
21.*By signing this application,I certify(1)to the statements contained in the list of certifications**and(2)that the statements
herein are true, complete and accurate to the best of my knowledge. I also provide the required assurances** and agree to
comply with any resulting terms if I accept an award.I am aware that any false,fictitious,or fraudulent statements or claims may
subject me to criminal,civil,or administrative penalties.(U.S.Code,Title 218,Section 1001)
® **I AGREE
**The list of certifications and assurances, or an intemet site where you may obtain this list, is contained in the announcement or agency
specific instructions.
Authorized Representative:
Prefix: Ms. *First Name: 'Bonnie
Middle Name: 1B.
Last Name: 'Hammers ley
Suffix:
'Title: 'County Manager
*Telephone Number: 19192952300 Fax Number. 19196943009
*Email: 'bhammersley @orangecountync.gov
Signature of Authonzed Representative. Date Signed: 05/03/2016
61
CERTIFICATIONS
NORTH C ROLINA
62
CERTIFICATIONS
In accordance with the applicable statutes and the regulations governing the consolidated plan
regulations,the jurisdiction certifies that:
Affirmatively Further Fair Housing--The jurisdiction will affirmatively further fair housing,which
means it will conduct an analysis of impediments to fair housing choice within the jurisdiction,take
appropriate actions to overcome the effects of any impediments identified through that analysis, and
maintain records reflecting that analysis and actions in this regard.
Anti-displacement and Relocation Plan--It will comply with the acquisition and relocation
requirements of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970,
as amended,and implementing regulations at 49 CFR 24; and it has in effect and is following a residential
antidisplacement and relocation assistance plan required under section 104(d)of the Housing and
Community Development Act of 1974,as amended, in connection with any activity assisted with funding
under the CDBG or HOME programs.
Drug Free Workplace--It will or will continue to provide a drug-free workplace by:
1. Publishing a statement notifying employees that the unlawful manufacture,distribution,
dispensing,possession, or use of a controlled substance is prohibited in the grantee's workplace
and specifying the actions that will be taken against employees for violation of such prohibition;
2. Establishing an ongoing drug-free awareness program to inform employees about—
(a)The dangers of drug abuse in the workplace;
(b)The grantee's policy of maintaining a drug-free workplace;
(c)Any available drug counseling,rehabilitation, and employee assistance programs;and
(d)The penalties that may be imposed upon employees for drug abuse violations
occurring in the workplace;
3. Making it a requirement that each employee to be engaged in the performance of the grant be
given a copy of the statement required by paragraph 1;
4. Notifying the employee in the statement required by paragraph 1 that,as a condition of
employment under the grant,the employee will-
(a)Abide by the terms of the statement; and
(b)Notify the employer in writing of his or her conviction for a violation of a criminal
drug statute occurring in the workplace no later than five calendar days after such
conviction;
5. Notifying the agency in writing,within ten calendar days after receiving notice under
subparagraph 4(b)from an employee or otherwise receiving actual notice of such conviction.
Employers of convicted employees must provide notice, including position title,to every grant
officer or other designee on whose grant activity the convicted employee was working,unless the
Federal agency has designated a central point for the receipt of such notices.Notice shall include
the identification number(s)of each affected grant;
63
6. Taking one of the following actions,within 30 calendar days of receiving notice under
subparagraph 4(b),with respect to any employee who is so convicted:
(a)Taking appropriate personnel action against such an employee,up to and including
termination,consistent with the requirements of the Rehabilitation Act of 1973, as
amended; or
(b)Requiring such employee to participate satisfactorily in a drug abuse assistance or
rehabilitation program approved for such purposes by a Federal, State,or local health,
law enforcement, or other appropriate agency;
7. Making a good faith effort to continue to maintain a drug-free workplace through
implementation of paragraphs 1,2,3, 4,5 and 6.
Anti-Lobbying--To the best of the jurisdiction's knowledge and belief:
1. No Federal appropriated funds have been paid or will be paid, by or on behalf of it,to any person
for influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress in
connection with the awarding of any Federal contract,the making of any Federal grant,the
making of any Federal loan,the entering into of any cooperative agreement,and the extension,
continuation,renewal, amendment,or modification of any Federal contract,grant, loan, or
cooperative agreement;
2. If any funds other than Federal appropriated funds have been paid or will be paid to any person
for influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress,or an employee of a Member of Congress in
connection with this Federal contract,grant, loan, or cooperative agreement, it will complete and
submit Standard Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its
instructions;and
3. It will require that the language of paragraph 1 and 2 of this anti-lobbying certification be
included in the award documents for all subawards at all tiers (including subcontracts,subgrants,
and contracts under grants, loans, and cooperative agreements)and that all subrecipients shall
certify and disclose accordingly.
Authority of Jurisdiction--The consolidated plan is authorized under State and local law(as
applicable)and the jurisdiction possesses the legal authority to carry out the programs for which I t is
seeking funding, in accordance with applicable HUD regulations.
Consistency with plan--The housing activities to be undertaken with CDBG,HOME,ESG, and
HOPWA funds are consistent with the strategic plan.
Section 3--It will comply with section 3 of the Housing and Urban Development Act of 1968, and
implementing regulations at 24 CFR Part 135.
May 3, 2016
Signature/Authorized Official Date
County Manager
Title
64
Specific HOME Certifications
The HOME participating jurisdiction certifies that:
Tenant Based Rental Assistance--If the participating jurisdiction intends to provide tenant-based
rental assistance:
The use of HOME funds for tenant-based rental assistance is an essential element of the
participating jurisdiction's consolidated plan for expanding the supply, affordability, and
availability of decent,safe,sanitary, and affordable housing.
Eligible Activities and Costs--it is using and will use HOME funds for eligible activities and costs, as
described in 24 CFR§ 92.205 through 92.209 and that it is not using and will not use HOME funds for
prohibited activities,as described in§ 92.214.
Appropriate Financial Assistance--before committing any funds to a project, it will evaluate the
project in accordance with the guidelines that it adopts for this purpose and will not invest any more
HOME funds in combination with other Federal assistance than is necessary to provide affordable
housing;
May 3,2016
Signature/Authorized Official Date
County Manager
Title
65
APPENDIX TO CERTIFICATIONS
INSTRUCTIONS CONCERNING LOBBYING AND DRUG-FREE WORKPLACE REQUIREMENTS:
A. Lobbying Certification
This certification is a material representation of fact upon which reliance was placed when this
transaction was made or entered into. Submission of this certification is a prerequisite for
making or entering into this transaction imposed by section 1352,title 31,U.S. Code.
Any person who fails to file the required certification shall be subject to a civil penalty of
not less than$10,000 and not more than$100,000 for each such failure.
B. Drug-Free Workplace Certification
1. By signing and/or submitting this application or grant agreement,the
grantee is providing the certification.
2. The certification is a material representation of fact upon which reliance is placed
when the agency awards the grant. If it is later determined that the grantee
knowingly rendered a false certification,or otherwise violates the requirements
of the Drug-Free Workplace Act,HUD, in addition to any other remedies
available to the Federal Government,may take action authorized under the Drug-
Free Workplace Act.
3. Workplaces under grants, for grantees other than individuals,need not be
identified on the certification. If known,they may be identified in the
grant application. If the grantee does not identify the workplaces at the
time of application,or upon award, if there is no application,the grantee
must keep the identity of the workplace(s)on file in its office and make
the information available for Federal inspection. Failure to identify all
known workplaces constitutes a violation of the grantee's drug-free
workplace requirements.
4. Workplace identifications must include the actual address of buildings
(or parts of buildings)or other sites where work under the grant takes
place. Categorical descriptions may be used(e.g.,all vehicles of a mass
transit authority or State highway department while in operation, State
employees in each local unemployment office,performers in concert
halls or radio stations).
5. If the workplace identified to the agency changes during the performance
of the grant,the grantee shall inform the agency of the change(s), if it
previously identified the workplaces in question(see paragraph three).
6. The grantee may insert in the space provided below the site(s)for the
performance of work done in connection with the specific grant:
66
Place of Performance(Street address,city, county,state, zip code)
Orange County. Department of Housinc. Human Rights. and Community Development
qflfl Wact- Trynn Ct _ t-
Town of Hillsborouah.Oranae County. North Carolina. 27278
Check_if there are workplaces on file that are not identified here.
The certification with regard to the drug-free workplace is required by 24 CFR part 24,subpart F.
7. Definitions of terms in the Nonprocurement Suspension and Debarment
common rule and Drug-Free Workplace common rule apply to this
certification. Grantees'attention is called, in particular,to the following
definitions from these rules:
"Controlled substance" means a controlled substance in Schedules I
through V of the Controlled Substances Act(21 U.S.C. 812)and as
further defined by regulation(21 CFR 1308.11 through 1308.15);
"Conviction"means a finding of guilt(including a plea of nolo
contendere)or imposition of sentence,or both,by any judicial body
charged with the responsibility to determine violations of the Federal or
State criminal drug statutes;
"Criminal drug statute" means a Federal or non-Federal criminal statute
involving the manufacture, distribution, dispensing,use,or possession of
any controlled substance;
"Employee"means the employee of a grantee directly engaged in the performance of
work under a grant,including: (i)All"direct charge" employees;(ii)all "indirect charge"
employees unless their impact or involvement is insignificant to the performance of the
grant; and(iii)temporary personnel and consultants who are directly engaged in the
performance of work under the grant and who are on the grantee's payroll. This
definition does not include workers not on the payroll of the grantee(e.g.,volunteers,
even if used to meet a matching requirement; consultants or independent contractors not
on the grantee's payroll; or employees of subrecipients or subcontractors in covered
workplaces).
FIRST PUBLIC HEARING 67
68
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ORANGE COUNTY BOARD OF COMMISSIONERS /02-4.51/
(For items on the printed agenda)
Please print legibly
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70
APPROVED 1/21/2016
MINUTES
BOARD OF COMMISSIONERS
REGULAR MEETING
December 15,2015
7:00 p.m.
The Orange County Board of Commissioners met in regular session on Tuesday, December 15,
2015 at 7:00 p.m. at the Southern Human Services Center, in Chapel Hill, N.C.
COUNTY COMMISSIONERS PRESENT: Chair McKee and Commissioners Mia Burroughs,
Mark Dorosin, Barry Jacobs, Bernadette Pelissier, Renee Price and Penny Rich
COUNTY COMMISSIONERS ABSENT:
COUNTY ATTORNEYS PRESENT: John Roberts
COUNTY STAFF PRESENT: County Manager Bonnie Hammersley, Deputy Manager Travis
Myren and Clerk to the Board Donna Baker(All other staff members will be identified
appropriately below)
Chair McKee called the meeting to order at 7:00 p.m.
1. Additions or Changes to the Agenda
-White sheet for item 5-a: Final revised ordinance for Joint Public Hearing with the Historic
Preservation Commission (H PC)
- PowerPoint for item 7-a: Unified Animal Control Ordinance
-White handout for item 8-a: Jail Population Profile and Projections for Future Growth
-White handout for item 8-a: Comparable County Jail Statistics
- PowerPoint for item 8-b: Facilities accessibility self-assessment
Appointments:
-Green-membership roster for item 11-b(in old format with position#s)
-Yellow-membership roster for item 11-c (in old format with position#s)
-Peach-membership roster for item 11-d (in old format with position#s)
- Blue-membership roster for item 11-e (in old format with position#s)
PUBLIC CHARGE
Chair McKee dispensed with the reading of the Public Charge.
2. Public Comments
a. Matters not on the Printed Agenda
Barbara Driscoll, President of the Eno River Association, said the group is celebrating its
50th anniversary. She said there will be 50 hikes on the Eno River this year, and she hoped the
Commissioners would join them on some of these hikes.
Robin Jacobs, Executive Director of the Eno River Association, thanked the Board of
County Commissioners' (BOCC)commitment and support throughout the years. She said there
will be a celebration of the 50th Anniversary on February 20, 2016. She distributed the
Association's yearly calendar to all of the Commissioners
Chair McKee acknowledged the long-term commitment of the Eno River Association and
thanked them for their work.
71
If the Board should adopt the proposed ordinance designating the Hester House as a
Local Landmark,the owner of the property would be eligible for a 50-percent property tax
deferral. A preliminary calculation by DEAPR staff shows that the property tax would be
reduced from the present amount of$2,241 to approximately$1,350.Tax Administration staff
will determine a final calculation. (The current assessed value for the home and land -18.17
acres total -equals$235,500. The estimated assessed value after Landmark designation
equals$140,000 based on the house plus approximately 7 acres being included in the final
designation )
Peter Sandbeck made a PowerPoint presentation containing photographs of the site,
and recognized the HPC members in attendance tonight. He also recognized the owners of the
property in question this evening.
Peter Sandbeck said the public hearing will be held, and then the Board of County
Commissioners will be asked to adopt the proposed revised ordinance.
Commissioner Price asked if Peter Sandbeck or the property owners were going to go
for National Historic Designation.
The owner said the previous owner had tried, but it was found that the property did not
have enough significance. She said the property is sitting on the study list for the National
Register.
PUBLIC COMMENT:
NONE
Commissioner Price commended the property owners. She said she served on the HPC
and wondered how this couple would accomplish this feat, but noted they have done a
phenomenal job.
A motion was made by Commissioner Price, seconded by Commissioner Burroughs for
the Board to close the public hearing.
VOTE: UNANIMOUS
A motion was made by Commissioner Dorosin, seconded by Commissioner Rich for the
Board to approve and authorize the Chair to sign the designation ordinance..
VOTE: UNANIMOUS
b. Orange County Consolidated Plan -Annual Action Plan Needs Hearing
The Board considered receiving comments from the public regarding the housing and
non-housing needs to be included in the Annual Action Plan Update of the 2016-2017
Consolidated Housing Plan for Housing and Community Development Programs in Orange
County.
Audrey Spencer-Horsley, Director of the Housing, Human Rights and Community
Development, reviewed the following information:
In May 2015 a Consolidated Plan for Housing and Community Development
Programs in Orange County was developed and approved by the U.S. Department of Housing
and Urban Development(HUD). This document details the housing needs of very low income,
low income and moderate-income families and special population groups in addition to outlining
the strategies and plans for addressing those needs.
Each year, local communities are required to reassess the needs of the community.This
public hearing provides an opportunity for the public, public agencies and other interested
parties to provide input into the Annual Action Plan Update.. In addition,the public may comment
on proposed uses of an estimated$311,832 in 2016-2017 funds. Information regarding the
72
actual Congressional allocation is not available at this time. Eligible HOME Program activities
9 9
include: acquisition; new construction; housing rehabilitation; and rental assistance.
The Orange County Board of Commissioners, as a member of the Orange County
HOME Consortium, approved $450,317 in HOME Program funds for FY 2014—2015.All
program funds have been allocated to projects and 51%has been expended to-date. The Board
of Commissioners approved$412,638 in HOME Program Funds for FY 2015-2016.This year's
allocation of HOME funds is pending environmental assessments/reviews and subsequent
contractual agreements.The HOME compliance deadlines are a two(2)year commitment
reservation of funds and a five (5)year expenditure requirement.
An application form has been designed for agencies interested in accessing HOME
funds for local housing projects HOME funding will be awarded through a joint application
process. The deadline for completing the application form is January 25, 2016.The Home
Program Review Committee will then review the applications received and make
recommendations regarding funding for consideration by the local elected officials in April 2016.
The 2016 Annual Action Plan will be submitted to HUD on or before May 13,2016.
In order to inform the general public of this opportunity and encourage participation,
notices have been placed in The Chapel Hill News, News of Orange, and The Herald-Sun, and
also sent to local non-profit agencies and placed on local websites.
FINANCIAL IMPACT:
The Orange County HOME Consortium expects to receive an allocation of$311,832 in
HOME Program funds for 2016-2017;the same level as last fiscal year.
Chair McKee opened the public hearing.
Commissioner Rich asked if the members of the Home Program Review Committee
could be identified.
Audrey Spencer Horsley said Commissioner Dorosin is one member, and the remainder
of the Committee is made up of other officials from the municipalities, plus support staff.
Commissioner Rich asked if this is an on-going committee.
Audrey Spencer Horsley said the Committee meets as needed to decide on funding.
Commissioner Dorosin referred to page 3 of the consolidated plan summary and asked if
the highest identified needs are low wealth elderly residents, rental housing for low income, and
housing for low-income residents with disabilities.
Audrey Spencer Horsley said that is correct.
Commissioner Dorosin asked if those priorities would be driving the consideration of how
funds are distributed..
Audrey Spencer Horsley said it is the intent of the consolidated plan for the community
to talk about the needs in the community, and how HOME funding should be used..
Commissioner Dorosin said there are more requests than there are funds available, and
the purpose of having this consolidated plan is to determine the priorities on which to focus.
Commissioner Jacobs asked if this is this going to be folded into Audrey Spencer
Horsley's presentation regarding the bond package after the New Year.
Audrey Spencer Horsley said yes..
Commissioner Pelissier referred to the statements made about the need for greater code
enforcement in lower income, rural areas. She asked if there are plans to address these needs.
Audrey Spencer Horsley said the County would address portions of the plan,while other
portions will be given to the private sector to address.
Commissioner Jacobs said he has raised this issue before, and that he was told for
many years that there are residents in northern Orange County that do not have running water.
He said staff response has been that people do not want the County to look at these issues
because their land may not perk. He said he finds this response inadequate, and he asked Ms.
73
Spencer Horsley if this need is being reviewed and if there are any policies that may be written
moving forward
Commissioner Jacobs said this may no longer be an issue, but he would like to know.
He suggested doing some outreach in these areas to assess the current status.
Audrey Spencer Horsley noted his comments.
PUBLIC COMMENT:
Robert Dowling, Executive Director of Community Home Trust, said he was reviewing
older information,as they are currently moving their offices, and he reviewed many of the
accomplishments of the Community Housing Trust. He said many mistakes have been made
over the years. He noted four main themes: how much need there continues to be for
affordable housing, how much money is needed, how difficult it is to resolve issues and how
easy it is to spend money inefficiently. He said we are in a vexing business and as they move
forward with their strategic planning,there are better and worse uses of HOME funding.. He
asked the Board to try to focus its efforts on what is feasible to get done with limited resources.
He said there are other assets in the County, and he encouraged the Board to make use of all
of them: non-profits,for profits,school governments, etc.
Eviva Scully, School Social Worker, asked if the criteria to identify someone as
extremely low wealth could be clarified.
Audrey Spencer Horsley said the national standard of affordable housing is HUD's
definition: 30% of one's income is considered as affordable. She said extreme low income is
based on the county's median income, and 80%would be considered moderate income,50%
would be considered low income, and 30%of the county's median income would be considered
extremely low income. She said the poverty line is also another benchmark
Mark Marcoplos said there are a lot of unknowns regarding poverty conditions in Orange
County, and information is needed. He said since there is not a large amount of HOME funding,
perhaps it may be valuable to fund a position to go around and look at and investigate these
issues
Susan Levy's via email:
Dear Orange County Commissioners,
I regret that I am unable to attend tonight's public hearing due to a prior commitment, but I
would like to offer the following comments on the use of HOME 2016-17 HOME funds, and ask
that they be entered into the record.
HOME funding continues to be a critical factor in Habitats home and community building efforts
throughout Orange County.To date, Habitat has provided affordable homeownership for 270
families in Orange County, and used HOME funds to leverage millions of dollars in private
funding for the majority of those 270 homes.
Today, in part because of HOME funding,
• 50 families call Phoenix Place home. We completed this subdivision of green certified
home in the Rogers Road community in 2014.
• The Fairview community has seen a rise in its homeownership rate and a reduction in its
crime rate with the addition of 50 Habitat homes,
• 9 homes have been completed in Tinnin Woods,our subdivision in Efland-Cheeks
Township,and another 10 are under construction.
This year,we are requesting approximately$285,000 in HOME funding for two projects.
1 $165,000 in second mortgages for the final 11 homes in Tinnin Woods. The
funds will be used as second mortgages for Habitat homebuyers, and will have a
long-term positive impact on the lives of the eleven families.. Owning a home has
74
been shown in recent studies to be a predictor of future success, especially for
children. Children who live in homes like those that Habitat offers will have a
greater chance of graduating from high school, and acquiring post-secondary
education.. Their early adult earnings will be higher, and they are more likely to
own their own home in 10 years.Those who apply to build and purchase a home
through Habitat live in overcrowded apartments, pay considerably more than
30%of their income for rent,and/or deal with high utility costs and lack of
repairs.. This in spite of the fact that they are hardworking members of our
community,often working more than one full time job trying to make ends
meet. For those homeowners fortunate enough to purchase a home through
Habitat,they usually find themselves paying less for their mortgage than they did
for their rent,and are able to save considerable money on utilities as well,
leaving them more money to spend on other basic necessities and on education
for themselves and their children.
2. We will also be requesting approximately$120,000 in HOME funds for
engineering,design,and some of the infrastructure costs for a new project in the
Waterstone community in Hillsborough. We are in the process of planning for 18
new attached homes for seniors on land originally deeded to the Community
Home Trust by the developer of Waterstone. The Home Trust will transfer the
property to Habitat in the next few weeks. Affordable senior housing has been
identified in the Consolidated Plan as one of the priority needs for the county,
with an estimated 450 units of affordable senior housing needed. Habitat is
excited to help address this need. We will be working with the Orange County
Department on Aging and other senior housing experts to design the
project. Infrastructure construction will begin in 2017 and the homes will be
constructed in 2018.
Thank you for your consideration of our request, and for your support for affordable housing in
Orange County.
In partnership,
Susan Levy
Executive Director
Habitat for Humanity, Orange County, NC
88 Vilcom Center Dr.,#L110
Chapel Hill, NC 27514
919-932-7077x211; 919-697-1905(mobile)
Commissioner Dorosin said the area median income according to 2015 HUD guidelines
for Orange County is$67,400.. He said a family of four would be at 80% median incoming
earning$53,900; 50% median income earning$33,700; and 30% median income earning
$20,200.
A motion was made by Commissioner Rich, seconded by Commissioner Pelissier to
close the Public Hearing
VOTE: UNANIMOUS
6. Consent Agenda
75
SECOND PUBLIC HEARING
NORTH CAROLINA
y 4, £°n
.i�s44 76
po•h �0„as
PUBLIC NOTICE CORRECTION OF PUBLIC HEARING DATE
Notice is hereby given that Orange County,NC on behalf of the
Orange County HOME Consortium will hold a public hearing on
Thursday,May 5,2016,at 7:00 PM in the:
Whiffed Building
300 W.Tryon Street
Hillsborough,NC 27278
This notice is a correction to the previously published notice of
March 30,2016.
Orange County is the lead entity for the HOME Consortium and
as such is required to hold a public hearing on the Annual Ac-
tion Plan. The Southern Human Services Center is accessible to
persons with physical disabilities. If special arrangements need
to be made to accommodate residents in order for them to parti-
cipate in the public hearing,including Interpreter services and/or
special sound equipment,these are available upon request
please call the County Clerk's Office at(919)245-2130.If you
are disabled and need assistance with reasonable accommoda-
tions,contact the ADA Coordinator in the County Manager's Of-
fice at(919)245-2300 or TDD#(919)644-3045.
The purpose of the public hearing is to present the Orange
County HOME Consortium's FFY 2016 Annual Action Plan for
the use of HOME Investment Partnerships(HOME)Program
funds. The County anticipates receiving$308,538 in HOME In-
vestment Partnerships(HOME)funds.The amount is based on
the latest HUD allocations.The County also anticipates receiv-
ing$38,069 in program income and the County will reallocate
$64,481 in previous years'HOME funds for FFY 2016.Addition-
ally,Orange County will provide a HOME Match in the amount of
$69,421 in previous years'HOME funds for FFY 2016.Addition-
ally,Orange County will provide a HOME Match in the amount of
$69,421.The FFY 2016 Annual Action Plan will be submitted to
HUD on or before May 13,2016.
The Orange County HOME Consortium consists of Orange
County as the Participating Jurisdiction,and the Towns of Car-
rboro,Hillsborough,and Chapel Hill as member jurisdictions
Orange County serves as the lead entity for the Annual Action
Plan.
In order to obtain the views of residents,public agencies.and
other interested parties,the Orange County HOME Consortium
has placed its FFY 2016 Annual Action Plan on display from Fri-
day,April 1,2016 through Monday,May 2,2016 at the following
locations during normal operational hours:
Orange County Housing.Human Rights.and
Community Development Department-
300 W.Tryon Street
Hillsborough,NC 27278.
Oranae County Public Library(Main Branch/
137 W Margaret Lane
Hillsborough,NC 27278
Town of Chapel Hill Public Library
100 Library Drive
Chapel Hill,NC 27514
This document will also be shown on the following website:
httyJ/www.ora ngecou my n c gov
These documents will be available for examination during nor-
mal business hours of operation for a period of thirty(30)days
beginning Friday,April 1,2016.The plans will be submitted to
the County Commissioners on the evening of Thursday,May 5
2016,at which time these documents will be presented for ap-
proval at its regular County Commissioners Meeting at 7:00 PM
prevailing time.
The FFY 2016 Annual Action Plan were prepared after conduct-
ing a public hearing on housing and community development
needs and meetings with the local staff and officials.
The following HOME activities are proposed for funding under
the FFY 2016 Annual Action Plan for the Orange County HOME
Consortium:
'Habitat for Humanity $285,000
•Rebuilding Together of the Triangle $50,000
'Orange County Housing Rehabilitation $114,655
'Administration $30,854
Total FFY 2016 HOME Funds for Project Activities =
$480,509
If Orange County would undertake an activity that would result in
the displacement of families or individuals,they would utilize
their policy for minimizing such displacement.Furthermore,the
County is responsible for replacing all low-and moderate-in-
come housing units that may be demolished or converted as a
result of HOME Funds.
All interested persons,groups,and organizations are encour-
aged to attend this public hearing and will be given the opportun-
ity to present oral or written testimony concerning the proposed
plans and uses of Federal funds under the FFY 2016 Annual Ac-
tion Plan.If special arrangements need to be made to accom-
modate residents in order for them to participate in the public
hearing,including a Spanish interpreter,please call Ms.Audrey
Spencer-Horsley at(919)245-2490.
Written comments may be addressed to Ms.Audrey Spencer-
Horsley,Director,Department of Housing,Human Rights,and
Community Development,300 W.Tryon Street,Hillsborough
NC 27278.
Esta informacion esta disponible en espanol o en cualquier otro
idioms bajo peticidn. Por favor,pOngase en contacto con Marlyn
Henriquez-Valeiko at(919)245-2498 o en 300 W.Tryon Street
Hillsborough,NC 27278,para la disponibilidad de esta solicitud 6.
77
‘C°
')1PI I
ORANGE COUNTY MAPS
NORTH CAROLINA
78
Low/Moderate Income Percentage by Block Group: Orange County, North Carolina
69 '%. 48%
34% 1
1=1. VA..fi0.r
.-..og\.
31% I
13%
23% '
^-- 3% F
33%. t'Ol����
f
' E.` c 32%
29% ®
1, 47 . 'leek 11091
I V . 31%
48%
# A
1796
28% / e`7
® 42% i f f, 1016 _K
1
k 0.5---- 10- 30% 14%
V iii 496 r
11121 I1I
7%ria71 C it 18% 3991
18 '
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1+
j 11151 28%
f,
I -.� 9 1.- ° 122
-
1 28% 4'
16%. 14%
11221
26%
29%
■
Legend
Low/Moderate Income !'• Block group Miles 'URBAN
_,i County Boundary 9 P
label show ehe DESIGN
� Less than 51% Tracts Boundary ' ?
ry low/moderate 1 in=3.25 miles
■ 51% or More EA =tract number income percentage. °VENTURES
*Based on Census 2010 NORTH
ESRI Data&Maps,2014,ArcGIS Online.Created for Urban Design Ventures LLC by 4CGeoWorks,4/2015
79
Low/Moderate Income with Minority Percentage by Block Group: Orange County, North Carolina
48%
34%
31%
13%
23% / ..
33% '� 91% L11i] 60%4•
78%r •J
_ '; r
�� ,- 32%
F 11091
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Mil
4
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ill
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29% '_
■ A
Legend
Low/Moderate Income Minority>= 32.55% Block group Miles ¢URBAN
0 1 2
ri Less than 51% ,•-� labels show the x D ES I G N
-., County Boundary low/moderate r1 in=325 miles)
IR
51% or More tGI Tracts Boundary income percentage. VENTURES
*Based on Census 2010 10 =tract number NORTH
ESRI Data&Maps,2014,ArcGIS Online.Created for Urban Design Ventures LLC by 4CGeoWorks,4/2015
80
Commercial Hot Spots: Orange County, North Carolina
I
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L` 107 ® f
Legend
Business .'_;,s County Boundary Miles
Density Surface ° 1 2 URBAN
Tracts Boundary
Low ry 1 in=3.25 miles
1 Density Business 'n° =tract number NORTH- VENTURES
• High
ESRI Data&Maps,2014,ArcGIS Online.Created for Urban Design Ventures LLC by 4CGeoWorks,4/2015
81
•
Total Housing Units by Block Points & Tracts: Orange County, North Carolina
O 0 0 o
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Legend
Block Point Housing Units .1; County Boundary Census Tract miles URBAN
401-1.339 labels show ° 1 2
,f J Tracts Boundary � ' DESIGN
0-50 4 r' ry 2014 total 1 in=3 25 m:es
0---a =tract number housing units. VENTURES
NORTH
ESRI Data&Maps,2014,ArcGIS Online Created for Urban Design Ventures LLC by 4CGeoWorks,4/2015
82
Percent Minority Population by Tract: Orange County, North Carolina
702
ECII 110]
1,575
I•5:v
3,283
EC]
11091
1,319
yr
If e n L}L1
o ,
1,962
1,610 I-1
11091
1,520
751
11121
1,066 2,083
2,i 3
SG61
11121 , 40i
et
11141 '®5
•
vArk 71 3 ;'
57 "Q[3 53
771 12
Legend
Percent Minority Population =;1i County Boundary Census Tract u Mile s 2 g-URBAN
15% -20% 36% -40% Tracts Boundary total r W DESIGN
ry total minority 1 in=3.25 miles
21% -30% l 41% -57% 6TO =tract number population 2014. VENTURES
CI-1 31% -35% NORTH
ESRI Data&Maps,2014,AroGIS Online.Created for Urban Design Ventures LLC by 4CGeoWorks,4/2015
83
Percent White Population by Tract: Orange County, North Carolina
IL
3,465
® 4,055
EIN
(1111
5,257 11101 4,421
5c97Q,�,
4,8151111
3,487
®2,532
IrW
6,044
,06
4,627 1HE 11191 112
3,579 Ci17
•
3,033 121
2,903
1,319 l 3 056 5,543
as ® �fti7 ifeCl.
�F`•i� .r
e,� rr►.�'"� 107
4,098 1
� 3,826 11221 810
Legend
Percent White Population =:1.1 County Boundary Census Tract Miles URBAN
52% -54% ,,,JA 76% -80% labels show
1:1 ?
i7 Tracts Boundary 2014 total tin=3.25 miles _DESIGN
55% -65% 11 81% -86% 10 =tract number white population. VENTURES
66% -75%
NORTH
ESRI Data&Maps,2014,ArcGIS Online.Created for Urban Design Ventures LLC by 4CGeoWorks,4/2015
84
Total Housing Units by Block Points & Tracts: Orange County, North Carolina
11081
WOO
atta
-40
11101
agga
® ) '
1.821
2,909
Ian
11*"gair-lE1
gap 3,266
3,588
ilteg 4426
801 2.255 �.r 1,768 912
• 1 246 21 r
3,226
37
1,5�5y
cy+ 2,26:i3:44637
,288 114c I
w
Legend
Density Surface _: + County Boundary Census Tract 0 Mies 2 URBAN
0-54 labels show
1
I7 Housing Unit
Tracts Boundary 2014 total lm=325miles DESIGN
Density 10 =tract number housing units. `VENTURES
1,871-2.774 NORTH
ESRI Data&Maps.2014.ArcGIS Online Created for Urban Design Ventures LLC by 4CGeoWorks,4/2015
85
Percent Vacant Housing Units by Tract: Orange County, North Carolina
r.
1 8 252 T 141 LEM
■
255 11
41/442
t, ...j
305
.fir t
149 11111 •
EMI
100
11121
93
112
108
11 •
119
11121 nn 102
0E1
• 1044 lk 33 I ri:�CIr1
11071
11221 .:
213 141
123 N ✓mil
Legend
Percent Vacant Housing Units
to County Boundary Census Tract o Miles s 2 URBAN
2.6%-4% � 8.1%- 10% Tracts Boundary labels show
ry vacant 1in=3.25 miles DESIGN
I 4.1% -6% 41 10.1% - 17.6% moo =tract number housing units. VENTURES
6.1% -8% NORTH
ESRI Data&Maps,2014,ArcGIS Online.Created for Urban Design Ventures LLC by 4CGeoWorks,4/2015
86
Percent Owner Occupied Housing Units by Tract: Orange County, North Carolina
r
imillip,.. ., . r
j. -
• r
1.599
oa
1-551
ream C"
Gio..
2,418
tr.. 0 9 EM
—43101
+a rerii M7
2.157 a'
r
I
,, i
1,506 11111 \ -
® - -
" 1,313
BM
j ,�
i.
3
1.055
Tal
1,860 2.3591 ""'r" ti I."
414 .
119
11121 r Gill 1,139 191
11191
11211
CO 1,112 fir! ,.758
�f[1r i' 440 45
622 z. ` - ;IIa.11151
r
-. 1 2 •
864 984
1,150 ` 1r 1
`_______
/
Legend
Percent Owner Occupied Housing Units .v.IJ County Boundary Census Tract 0 Miles
s 2 ¢URBAN
0% -20% 60.1% -75% labels show
Tracts Boundary p � %DESIGN
ry owner occupied 1 in=3 25 miles
20.1% -40% 75.1% - 100% =tract number housing units. VENTURES
40.1% -60% NORTH
ESRI Data 8 Maps.2014,ArcGIS Online Created for Urban Design Ventures LLC by 4CGeoWorks,412015
87
Percent Population Age 65 and Over by Block Group: Orange County, North Carolina
Effl
•t
11081 787 733
raan
ran..
11sj
1,101
11
t 850
699 11111 •
•
\ 541
li laa1.1
•
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783 ew ti i
=12
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11 ref 630 an
11071 .227
1 7 16,258 11141 a,•
r f1
274vf[
ri t
11071
11221
406 484
403 m
•
Legend
Percent Population Age 65 and Over _:t +County Boundary Census Tracts ° Miles 2 ; URBAN
0% -5% 11.1% - 16% Tracts labels show 1_1_1
iridesI DESIGN
racts Boundary 2014 population 1 in=3 25 des
5.1%-8% 16.1% - 19.4% lE21 =tract number Age65andover. ` VENTURES
8.1%- 11% NORTH
ESRI Data&Maps.2014.ArcGIS Online Created for Urban Design Ventures LLC by 4CGeoWorks.4/2015
88
Population Density by Tract: Orange County, North Carolina
® 4,693
4,928
8,211
11111
109
��. I 5,573
/111111
6,086
® 4,747
• 109
3,183
7,826
11121
[IFe
119
5,517 5,423
3,292 11191
11071 1:311 A OE
11071 3,450
f1 C1 7,755
11121 1,995 • 704 �G !
11151
,a L
• �er Y1;.'f. .
5.701
5,187
l ® 122
3,070
Legend
2014 Population Density (Per Sq Mi) ':�+ County Boundary Tracts Mies 2 URBAN
71 -400 2,001 -5,000 Tracts Boundary labels show !DESIGN
2014 total
1 in=3.25 miles
401 -700 5,001 -9,404 110.0; =tract number population. - VENTURES
701 -2,000 NORTH
ESRI Data&Maps,2014.ArcGIS Online.Created for Urban Design Ventures LLC by 4CGeoWorks.4/2015
89
Percent Renter Occupied Housing Units by Tract: Orange County, North Carolina
a.
375
® 274
.,r
351
874 11711 984
11091
r 1.11 -
916 rfffl
y08
a 11091
442
1:.
11121
501 11121
64
1.169 -
80
r9-21 07 r 11191 119
1.546
135 iLTI rim 1.01
el 11211
1.249
riff'
Tr."
y8 76
1,1
11221
® 1,013
11221
Legend
Percent Renter Occupied Housing Units ;:i+ County Boundary Block group ° Miles 2 URBAN
0%- 15% 50.1% -70% labels show
Tracts Boundary occupied I r =DESIGN
ry renter occu ied 1 in=3.25 miles
15.1% -30% 70.1% - 100% moo' =tract number housing units. =VENTURES
30.1% -50% NORTH
ESRI Data&Maps.2014,ArcGIS Online Created for Urban Design Ventures LLC by 4CGeoWorks.412015
90
Commercial Hot Spots: Orange County, North Carolina
1
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7 -
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f
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■
Legend
Business Miles
Density Surface -,t' County Boundary 0 2 DURBAN
Low Tracts Boundary 1in=325 miles
'-5 DESIGN
Business nioq =tract number
$
Density NORTH 'VENTURES
•High
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91
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