HomeMy WebLinkAboutAgenda - 06-17-2003-9aORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: June 17, 2003 Action Agen a
Item No. ~_
SUBJECT: Housin Bond Pro ram
NT: Housing/Community Dev. PUBLIC HEARING: (YIN) No
DEPARTME
ATTACHMENT(S): INFORMATION CONTACT:
Tara L. Fikes, ext 2490
Proposal Summaries
Bond Applications (Previously Provided T FliEsboOrough 732 8881
Under Separate Cover)
Chapel Hill 968-4501
Durham 688-7331
Mebane 336-227-2031
PURPOSE: To consider awarding funding to affordablended Iagen~y detailing then onditions of
the Manager to issue a Letter of Commitment to each fu 9
award.
BACKGROUND: Orange County voters approved the second Affordable Housing Bond issue
in November 2001 for affordable housing in the amount of $4 million dollars.
On November 4, 2002, the County issued a Request for Proposals soliciting applications for the
first round of bond funding with total available funds of $1 Spe oat Needs InOwnership or
established in the S llec al Needs Rental and Cooperatipe Housing.
Rentals; and Non p
Applications were due by the end of business on December 16, 2002, and five (5) applications
ro osals requested a total of $1,267,000. A
were received by the deadline date. The five (5) p p p lications is
summary of each application is provided with this abstract and a full co y of the app
provided under separate cover.
times to review applications and also invited each
The Project Review Committee met three (3)
applicant to meet with the Committee to discuss their a Affordable Hous ng Advisory Board
Review and Selection (PRS) Committee included three
members -Frances Douglas, Stephen Jenks and Tracey Dudley; and the following staff
persons -Assistant County Manager Gwen HarveYna ° e Dgect rr Ken'Chav'ouspJame DHarr sr
Tara L. Fikes; Planning Director Craig Benedict, Fi
of Carrboro; Loryn Barnes of the Town of Chembersl on De ember 2h2002e The PRS
Hillsborough. The BOCC appointed these m
Committee funding recommendations are indicated in the chart below.
2
Requested PRS Recommendation BOC5 ~ 103sion
Project Type
Homeownership
000
$90 $80,000 $90,000
EmPOWERment, Inc. ,
000
$170 $170,000 $170,000
Habitat for Humanity ,
Special Needs
OPC Foundation $260,000
Non-Special Needs Rental
Affordable Rentals
Weaver Community Housing $364,000
$270,000
$270,000
Association
TOTAL
$1,267,000 530,000
~ $260,000
These recommendations were submitted to the BOCC for consideration and approval at the
May 20, 2003 meeting. At that time, the Board approved bond funding for EmPOWERment,
Inc. and Habitat for Humanity, Inc. The Board asked es nAddi Tonally, t e BoaOrd asked staff to
and Affordable Rentals to correct application defortive Services Plan contained in the Weaver
obtain additional information regarding the Supp
Community Housing Association application.
County staff has worked with the three applicants and has received additional information for
each application. This information has been reviewed and staff provides the following
assessment.
Weaver Community Housing Association
There was a request for evidence of formal cola{ onr ntltherfoam of folpmalr~ontraats rather than
Supportive Services Plan of the original applic
support letters.
Staff Response: The applicant has submitted copies of Memorandums or D ervices tol be with:
i. InterFaith Council (IFC) detailing the referral process and supp
provided to IFC referrals;
ii: Good Work, Inc. detailing services to b Tpust and the Women~s Center outlining the
iii. Orange Community Housing and Land
referral process.
A copy of the "Agency Referral Form" to be used to make referrals to the project was also
submitted to County staff.
OPC Foundation g lication and allow
The Board agreed to suspend the process outlined in the Housin Bond App
this organization to provide additional information to supplement the original application.
Staff Response: OPC Foundation provided the following information to address the original
application deficiencies:
i. Project Design Narrative
ii. Project Feasibility Narrative including a letter confirming Zoning Compliance.
iii. Full Description of Developer Experience
iv. Support Services Plan
The Foundation was not able to provide evidence of a to that the have been successful ~n d
funds in the project. Nevertheless, the Foundation sta Y
acquiring private mortgages for similar projects in the pmendsdthat f theoBoard awardsebond h
securing private financing for this project. Staff recom
funds to the project, then the Foundation must provide a Letter of Financial Commitment before
entering into a Development Agreement with the County.
Affordable Rentals lication and allow
The Board agreed to suspend the process outlined in the lement the or~ napapplication.
this organization to provide additional information to supp 9
Staff Response: Affordable Rentals has provided the following information to address the
original application deficiencies:
i. Complete Property Rehabilitation Plans and Estimates
ii. An updated Project Feasibility Section to include a letter from a local financial
institution pledging project support and evidence of unit availability in Abbey Court
over the last year in lieu of purchase contracts
iii. Additional information regarding Board and Staff expertise
All final funding decisions are made at the discretion of the Board of County Commissioners.
The possible funding decisions by the BOCC include full funding; partial funding; and no
funding with a recommendation to reapply during the next funding round.
Additionally, feedback from the Board of County Commissioners, the Housing Bond Review and
Selection Committee, and bond applicants after the first 2001 funding round has indicated a
need for further revision of the County Housing Bond Policy. Sufficient time was not available
to prepare and complete the policy revisions for consideration at this meeting. The policy
revisions in ablack-line/strikeover format will be presented at the first BOCC meeting in August.
FINANCIAL IMPACT: There is approximately $780,000 available for award in Round One
bond funding. The remaining requests total $894,000, 13% more than is available. As
additional information, unit cost data is provided in the proposal summaries attached to this
abstract.
RECOMMENDATION(S): The Manager recommends that the Board award funding as the
Board decides and authorize the Manager to issue a Letter of Commitment detailing the
conditions of award.
Housing Bond Project Summary
Applicant:
EmPOWERment, Inc.
Project Title:
Sykes Street Revitalization Program
Request for Bond Funds:
$90,000 Subsidy Per Dwelling Unit: $30,000
Total Project Costs:
$380,000
Bond Fund Leverage:
24% bond funds; 76% other funding sources
Project Description:
EmPOWERment, Inc. proposes to utilize $90,000 of the Orange County Affordable
Housing Bond money to assist low-income first-time homebuyers to purchase three newly
constructed single-family homes in the nt must be su ~ essful n a~ ezonmglregluest forgone of the
this project as designed, EmPOWERme
identified building lots.
Target Population/Projected Outcome:
Three (3) families with incomes at or below 80% of median income
Project Schedule
Project Completion forecasted for six (6) months after funding commitment.
Long Term Affordability Vehicle
EmPOWERment, Inc. will certify that the property will remain affordable for 99 years
through the use of deed restrictions.
Housing Bond Project Summary
Applicant:
Habitat for Humanity of Orange County, NC, Inc.
Project Title:
Rusch Road
Request for Bond Funds:
$170,000
Total Project Costs:
$1,239,000
Bond Fund Leverage:
Subsidy Per Dwelling Unit: $14,167
19% bond funds; 81% other funding sources
Project Description:
Habitat for Humanity proposes to use $170,000 in Orange County Housing Bond funds to
assist in building twelve (12) single-family dwelling units on Rusch Road in Chapel Hill. This
property is in the Rogers Road community and is also near the recently completed Habitat
subdivision of New Covenant Place.
Target Population/Projected Outcome:
Twelve (12) families with incomes at or below 50% of median income
Project Schedule
Begin infrastructure construction - January 2004
Begin house construction - September 2004
Complete house construction - llecember 2005
Long Term Affordability Vehicle
Habitat for Humanity will follow the guidelines adopted by the County Commissioners
and guarantee affordability for at least 99 years through the use of deed restrictions.
un»cinu Bond Proiect Summary
Applicant:
Weaver Community Housing Corporation
Project Title:
Cedar Rock Cooperative
Request for Bond Funds:
Subsi~~ PPr Dwelling Unit: $22,500
$270,000
Total Project Costs:
$682,253
Bond Fund Leverage:
39% bond funds; 61% other funding sources
Project Description:
The Weaver Community Housing Association (W reensborosStreetg n narrboro~rThis
purchase of the Cedar Rock Apartments at 703 and 705 N. G
property contains six (6) three-bedroom apartments thot at He esidential tclommun ty fporr lol~'-
model by converting these six apartments into a co p
income families and individuals. For clarification, a "coope inin bath,lkit henland comamunhty
includes private sleeping space and shared access to living, d g,
facilities. Specifically, WCHA will provide 12 cooperative units (bedrooms): eight for
individuals and four for families and one apartment will be commumtiesp counsel ng,e and gUet
care, co-op meetings, skill development workshops, soda
accommodations.
Target Population/Projected Outcome:
Renters with incomes at or below 60% of median income
Project Schedule
Property acquisition - March 2003
Begin membership selection - Apri12003
Lease-up - May -November 2003
Long Term Affordability Vehicle
Weaver Community Housing Corporation wfor at least 99 yearslthrough he se of deed
County Commissioners and guarantee affordability
restrictions.
Housing Bond Project Summary
Applicant:
Affordable Rentals, Inc.
Project Title:
Abbey Court Condominiums
Request for Bond Funds:
$364,000 Subsidy Per Dwelling Unit: $28,000
Total Project Costs:
$682,666
Bond Fund Leverage:
53% bond funds; 47% other funds
Project Description:
000 to assist in the acquisition of 13 rental
Affordable Rentals, Inc. is requesting $364,
units at Abbey Court Condominiums. After purchase, the property would be rehabilitated if
necessary and leased to low-income families.
Target Population/Projected Outcome:
Thirteen (13) families that are in the 30% to 50% of median annual income category
Bond Committee Recommendation
The Bond Committee does not recommend this project for funding at this time due to the
incompleteness of the submitted funding proposal.
Housing Bond Proiect Summary
Applicant:
OPC Foundation for Mental Health
Project Title:
Property Acquisition Program
Request for Bond Funds:
$260,000 Subsidy Per Dwelling Unit: $65,000
Total Project Costs:
$282,000
Bond Fund Leverage:
92% bond funds; 8% other funding sources
Project Description:
OPC Foundation for Mental Health proposes to use $260,00(1 in Orange County Housing
Bond funds to assist in the acquisitionovated and leased to disabled adults1riTwo (2) of the four
purchase, the apartments. would be ren
(4) units would be used for crisis/short-term housing for disabled adults who were recovering
from hospitalization or attempting to prevent hospitalization.
Target Population/Projected Outcome:
Four (4) families with incomes at or below 50% of median income
Bond Committee Recommendation
The Bond Committee does not recommend this project for funding at this time due to the
incompleteness of the submitted funding proposal.