HomeMy WebLinkAboutAgenda - 12-07-1999 - 9de
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ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: December 7, 1999
Action Agenda
Item No.
SUBJECT: Housing Bond Program Awards
DEPARTMENT: Housing/Comm. Development PUBLIC HEARING: (Y/N) No
ATTACHMENT(S):
Evaluation Criteria
Evaluation Criteria Summary
Project Summaries
Complete Project Proposals
INFORMATION CONTACT:
Tara L. Fikes, ext 2490
(under separate cover) TELEPHONE NUMBERS:
Hillsborough 732 -8181
Chapel Hill 968 -4501
Durham 688 -7331
Mebane 336 -227 -2031
PURPOSE: To approve projects for the Orange County Housing Bond Program.
BACKGROUND:
In November 1997, Orange County voters approved a $1.8 million dollar housing bond issue. Funds are
to be used for affordable housing initiatives in three areas: land acquisition, housing development, and
homeownership programs. This is the first housing bond issue approved in the County.
On April 7, 1998, the Board of County Commissioners appointed a Housing Bond Policy Task Force with
membership from a representative of the seventeen (17) local non -profit housing organizations and
associations. The Task Force developed a proposed Housing Bond Policy that was approved by the Board
on December 15, 1998.
After the policy was completed, Request for Proposals were solicited from existing county housing non-
profit organizations. Approximately, ten (10) proposals were received in July, August, and September
from interested organizations. The Project Review Committee has reviewed these proposals and make the
following recommendations.
Project Title
Funding Recommendation
Number of Units
a. New Construction
i. Orange Community Housing
$450,000
32 townhouses
Corporation — Meadowmont
ii. Scarlett Drive
$140,000
14 townhouses
b.Land Acquisition
i. Habitat for Humanity —
$460,000
44 single family dwellings
Efland/Cheeks
ii.EmPOWERment, Inc. —
$90,000
4 condominiums
Pine Hill Drive
c. Existing Programs
i.Rental Property Acq/Rehab
a. EmPOWERment, Inc.
$100,000
8 standard, one - bedroom
Sykes /Gomains Street
apartments
b. Hargraves Street
$100,000
11 standard apartments
c. OPC Mental Health
$ 80,000
2 condominiums
ii. Urgent Repair Program
$100,000
30 owner-occupied dwellings
TOTAL $1,520 000
TOTAL 145 units
A summary of each project is provided with this abstract. Full copies of all proposals are available under
separate cover.
Additionally, two other projects were reviewed by the committee but not recommended for funding at this
time. These projects were submitted by Pines Community Center, Inc. and EmPOWERment,
Incorporated. A summary of the committee findings is also included with this abstract.
FINANCIAL IMPACT: The proposed projects total $1,520,000 and is leveraged by approximately
$8,194,947. This recommendation represents the commitment of all but $280,000 of housing bond
funds.
OTHER IMPACTS:
1. The County has recently developed a Fair Housing Plan which identifies impediments to fair
housing choice within the jurisdiction, and, outlines appropriate actions to overcome the effects of
any impediments identified through the analysis. There is no direct correlation between the
approval of bond projects and the approval of the Fair Housing Plan. However, the County should
expect non -profit agencies receiving bond funding to affirmatively further fair housing in the
implementation of their housing activities.
2. Two organizations, Habitat for Humanity of Orange County, Inc. and EmPOWERment, Inc. have
advised of the expiration of land options in December 1999. Failure to receive an allocation of
bond funds and subsequently close on these land purchases will cause these organizations to lose
available property. (See attached letters).
3. On November 8, 1999, Congressman David Price announced the award of a Economic
Development Initiative (EDI) grant in the amount of $250,000 to the Community Land Trust of
Orange County, Incorporated. This grant was not solicited by the Community Land Trust, thus,
there are no current plans for the expenditure of grant funds. Presently, the Land Trust and the
Orange Community Housing Corporation are researching the program regulations to determine the
type of activities eligible under this grant in order to begin planning for future projects.
Additionally, most HUD funding is laden with compliance requirements that will require
substantial "start-up" time which could be six months to one year based on the experience of other
localities.
RECOMMENDATION(S): The Manager recommends approving the recommended projects for the
Orange County Housing Bond Program within a time frame that allows these expenditures to be included
in the bond sale scheduled for the Spring of 2000. Approval at the December 7, 1999 or January 18, 2000
meeting should be adequate to meet the deadline for the bond sale.
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Habitat for Humanity
Orange County, NC, Inc.
P.O. Box 459 • Hillsborough, NC 27278 • (919) 732 -6767, a►x: (919) 732 -2337 • ochabitat@aol.com
November 23, 1999
Ms. Tara. Fikes, Director
Housing and Community Development
Orange County
P.O. Box 8181
Hillsborough, NC 27278
Dear Tara:
At their November 22 working session, the Board of County Commissioners
requested information regarding deadlines facing the developers of projects being
recommended for funding through the affordable housing bond program. Habitat for
Humanity, as you know, has requested $460,000 to be used for the purchase of a 41 acre
tract in Efland, and the development of a portion of the infrastructure for the 44
affordable home subdivision that we propose to build there. Our contract with the seller
of the tract was to expire on November 30, 1999. One of Habitat's contingencies in the
contract is that we receive approval from the Board of County Commissioners for our
funding proposal. Without this approval, the Habitat for Humanity Board of Directors is
not willing to go to closing, since the bond funding is essential to the financial feasibility
of the project.
At the time that the contract was drawn up, we had anticipated, based on
conversations I had with you about the timetable for decision making, that the
Commissioners would have made their funding decisions by the end of October 1999.
The seller agreed at the time to wait until the end of November to close. When I received
word that the Commissioners would not be considering housing.bond proposals until
their December 7h meeting, I immediately contacted the seller and asked him for an
extension. He was willing, reluctantly, to grant an extension on the contract until the end
of December (closing to occur no later than Dec. 30, 1999). However, he made it clear
that he must close in the current tax year in order for the sale to be beneficial to him. If
we were to delay the closing beyond the end of the year, he would let the contract expire,
and we would have to renegotiate price and terms with him. This would certainly result
in an increased cost of the property, and would also allow other interested parties to make
offers on the property. We stand to lose not only the property, but also our investment of
time and money in the development of the concept plan for the subdivision. We have to
date incurred expenses in excess of $15,000 to get to the stage we are at in planning the
subdivision.
We therefore respectfully request that the Board of County Commissioners take
action at their December 7t' meeting on our housing bond proposal. If their decision
about our proposal is an affirmative one, which we certainly hope it will be, then we will
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be able to close by the contract deadline. We will use funds that we have available on a
short term basis to purchase the land, with the understanding that we would be
reimbursed as early in the new year as possible.
In order for the Commissioners to make an informed decision on December 7t', I
would be more than willing to provide any information about the project which they
would like to have before hand. Please let me know if there is anything I can do in this
regard.
Sincerely,
usan Levy
Executive Director
enclosuvt; adc%ndurn �f h"�e-
e,Mr-nS/on on Con "Cf
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ADDENDUM FOR TIME EXTENSION
0.1
THIS ADDENDUM FOR TIME EXTENSION is entered into this Y day of November, 1999,
ty and between Habitat for Humanity, Orange County, NC, Inc.; Buyer, and David Qraffunder
and Rebecca Cmdrunder, Seller, Parties to the Offer to Purchase and Contract for the purchase
and sale of 40.96 acre tract of land in cheeks Township. Orange County, North Carolina, dated
July 15,1999. Buyer and Seller agree as followsd:
�. The date by which Buyer must cancel the contract based on the inability to satisfy the
contingencies set forth in the contract, without forfeiting its eurn,est money deposits is hereby
Oxtended from November 20, 1999 to December 20, 1999.
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2. The date on or before which all parties agree to execute any and all documents and papers
necessary in connection with closing and transfer of title is hereby extended to December 30,
t999.
3.
All other terms and conditions of the Offer to Purchase and Contract shall remain unchanged
end in trill force and effect.
This the !Fday of November, 1999.
Buyer: Sell
Habitat. or Humanity, Orange County, NC, Inc. eal)
did Graffunder
By: (Seal)
c ( )
Rebecca Graff under
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EmPOWERment, Inc.
Reclaiming the POWER of our Communities
BOMD OF DIRiCT'ORB
Prvi n S. Fomhee, President
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Stepney Edward:, Vice President
Mrdrey B-i-Shop
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Jane Stein, Treasurer
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SAM Brooks
REALTOR
Barbara Brown
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Paul Caldwell
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Rev. Robert C npbeR
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Matthew Feanington
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Beth Flora
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Myles Presley
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Mamcine Machell
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Terry Carver
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Shannon Smmden
Yoid O vvivr
Jeff Caiola
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705-A West Rosemary Street
Caaboro, NC 27510
Phone: (919) 9674rM
Fax (919) 967-0710
empowemnen6 -@D indspymg oonz
November 23,1999
TO: Tara Fikes
FROM: Myles Presley 199
NOV 24
RE: Bond Requests
I am writing to update you on the status of our proposed Pine H II Drive condominium
development. We are under contract to dose on this property by December 15, 1999. The
sellers have patiently waited for us to mobilize project financing but are unwilling to delay
further. We have been under contract to purchase this property since April. As you know,
our approach to housing development focuses on purchasing existing homes and infill
property. It is rare that a seller is willing to wait 8 months to dose a deal. This is why our
request for Bond funding for the Community Revitalization Loan Fund is so important. We
hope the Board will approve our request for Pine Hill Drive, and that the staff will quickly
complete review of the Loan Fund guidelines so that the Board can consider our funding
request for that initiative. Please contact me should you have any questions.
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A. Evaluation Criteria
The evaluation criteria below will be used in reviewing and ranking housing bond
fund proposals. Additional guidelines may need to be added to these in the
actual solicitation package depending upon the location and nature of the project.
I. Affordabilily (30 points)
The degree to which the proposed project would serve those with incomes below
the maximum and the period of time over which the project would remain
affordable to that income group.
a. Income targeting - 20 points
➢ If the project is designed to serve households earning less than 50% of
the area median income, the full 20 points will be awarded.
➢ If the project serves household earning less than 60% of the area median
income, 15 points will be awarded.
➢ If the project serves household earning less than 70% of the area median
income, 10 points will be awarded.
➢ If the project serves household earning less than 80% of the area median
income, 5 points will be awarded.
➢ (BONUS) If 100% of the units in a project serves households earning less
than 25% of the area median income, 5 points will be awarded.
b. Affordability -10 points
➢ If the project is designed to remain affordable for over 40 years, the full 10
points will be awarded. The period of affordability will be reinforced by
deed restrictions.
➢ If a project is designed to remain affordable for 31 - 40 years, five points
will be awarded. The period of affordability will be reinforced by deed
restrictions.
11. Leveraging-(20 points)
The degree to which the proposed project includes funding from other sources and
minimizes County Bond funds required, given the income groups served. All outside
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funding sources must be committed within six (6) months of the date of the project
proposal.
➢ If 90% of total project cost is financed by outside sources and 10% is
financed by bond funds, the full 20 points will be awarded.
➢ If 80% of total project cost is financed by outside sources and 20% is
financed by bond funds, 18 points will be awarded.
➢ If 70% of total project cost is financed by outside sources and 30% is
financed by bond funds, 16 points will be awarded.
➢ If 60% of total project cost is financed by outside sources and 40% is
financed by bond funds, 14 points will be awarded.
➢ If 50% of total project cost is financed by outside sources and 50% is
financed by bond funds, 12 points will be awarded.
➢ If 40% of total project cost is financed by outside sources and 60% is
financed by bond funds, 10 points will be awarded.
➢ If 30% of total project cost is financed by outside sources and 70% is
financed by bond funds, 8 points will be awarded.
➢ If 20 % of total project cost is financed by outside sources and 80% is
financed by bond funds, 6 points will be awarded.
➢ If 10% of total project cost is financed by outside sources and 90% is
financed by bond funds, 4 points will be awarded.
➢ If a project is funded 100% with bond funds, 0 points will be awarded.
111. Design (10 points)
The quality of the design of the site plan and housing units, with respect to attractive
appearance, functionality, and compatibility with the surrounding area.
➢ If the project is designed to be energy efficient according to the NC
Housing Finance Agency Energy Efficiency Criteria, 5 points will be
awarded. (See Attachment 1 for NCHFA Energy Standards)
➢ If the project fits well into the surrounding area in terms of building style,
design, and materials, 5 points will be awarded.
➢ (BONUS) If the project meets the accessibility needs of persons with
disabilities, 5 points will be awarded.
IV. Community Sponsorship/ Support (10 points)
The degree to which the sponsoring organization demonstrates plans for strong
community participation throughout the development of a project.
➢ If the applicant coordinated its application with other organizations to compliment
and /or support the proposed project, 4 points will be awarded.
➢ If the applicant involved the intended beneficiaries of the project in the development
of the application, 2 points will be awarded.
➢ If the applicant demonstrates that it has been actively involved, or if not currently
active, the steps it will take to become actively involved in the Community's
Consolidated Planning process to identify and address a housing need / problem
that is related in whole or part, directly or indirectly to the proposed project, 2 points
will be awarded.
➢ If the applicant developed or plans to develop linkages with other activities,
programs or projects related to the proposed project (i.e. support services) to
coordinate its activities so solutions are holistic and comprehensive, 2 points will be
awarded.
➢ (BONUS) If the applicant will involve persons with disabilities in the development
and operation of the project, 2 points will be awarded.
V. Project Feasibility (15 points)
The degree to which the project has the following characteristics: cohesiveness;
timeliness with regard to construction scheduling; zoning requirements; innovation; and
completeness of the proposal submitted for review.
➢ Minimum requirements include site control and a complete application.
➢ If everything is in place (commitment letter, proper zoning, site control, complete
project proposal, the full 15 points will be awarded.
➢ If all funding is in place, 10 points will be awarded.
If proper zoning is in place, 5 points will be awarded.
➢ (BONUS) If the applicant has contractor commitments and necessary building
permits, 5 bonus points, will be awarded.
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VI. Developer Experience (15 points)
The scope, extent and quality of the Sponsor's experience in housing or related
services to those proposed to be served by the project and the scope of the proposed
project (i.e. number of units, services, relocation costs, development, and operation) in
relationship to the Sponsor's demonstrated development and management capacity, as
well as its financial management capability. This includes the Sponsor's utilization of
minority and women -owned businesses, and other allied small businesses in the
planning and development of the project. Partnerships by local organizations will be
encouraged.
The amount of experience of the project sponsor and the proposed development team
in carrying out similar projects in a successful fashion, particularly with respect to
reasonably meeting project budgets and timetables on such projects. This would
include review of the organization's track record in handling projects which used town or
county local funds and /or funds awarded to the local governments in Orange County by
the federal or state government.
In the case of rental projects, the amount of experience the project sponsor and
management company have in managing low income housing including an adequate
management plan for dealing with special population needs and special community
needs.
The minimum acceptable number of points is 60 with points awarded from five of the six
evaluation categories.
Project Review and Selection
A County Committee will evaluate project proposals and make funding
recommendations to the County Manager. The County Committee would include the:
Assistant County Manager (Human Services); County Engineer; Finance Director;
Housing and Community Development Director; and the Planning Director. In addition,
local planning department personnel from the planned project's jurisdiction will be
invited to review proposals, as well as a member of the Orange County Housing
Coalition who is unassociated with any existing housing non - profit organization.
All housing bond projects must be approved by the Board of County Commissioners.
Project proposals recommended for funding by the staff committee, with the
concurrence of the County Manager, will be placed on a regular Board of County
Commissioners meeting agenda for their consideration.
ORANGE HOUSING BOND PROGRAM EVALUATION SUMMARY
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Maximum Possible Score -100 points; Minimum Acceptable Score is 60 points awarded from five of the six evaluation categories.
EVALUATION CRITERIA
Income
Targeting
Community
Project
(20 pts.)
Sponsorship
Feasibility
Developer
Affordability
Bonus 5
Leveraging
Design (10 pts.)
(10 pts.)
(15 pts.)
Experience
PROJECTS
(10 pts)
pts.
(20 pts.)
Bonus 5 pts
Bonus 2 pts.
Bonus 5 pts.
(15 pts.)
TOTAL
Orange Comm. Housing Corporation
New Construction - Meadowmont
5
5
20
5
6
5
15
61
Orange Comm. Housing Corporation
New Construction - Scarlett Drive
10
5
20
6
8
8
15
72
Habitat for Humanity
Land Acquisition - Efland- Cheeks
10
15
18
15
10
8
15
91
EmPOWERment, Inc.
Rental Acquisition - Pine Hill Drive
5
15
16
10
4
5
10
65
EmPOWERment, Inc.
Rental Acquisition - Sykes/Gomains St.
5
20
18
5
2
5
10
65
EmPOWERment, Inc.
Rental Acquisition - Hargraves Street
5
20
18
5
2
5
10
65
OPC Mental Health
Rental Acquisition
10
20
14
10
4
5
5
68
Orange Comm. Housing Corporation
Urgent Repair Program
0
20
10
6
6
10
15
67
EmPOWERment, Inc.
Community Revitalization Program 10
15
16
5
5
5
10
66
Pines Community Center
Land Acquisition - No Scoring
Maximum Possible Score -100 points; Minimum Acceptable Score is 60 points awarded from five of the six evaluation categories.
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Housing Bond Project Summara
Applicant:
Orange Community Housing Corporation
Project Title:
Meadowmont
Request for Bond Funds:
$450,000
Total Project Costs:
$3,739,250
Bond Fund Leverage:
12% bond funds; 88% other funding sources
Project Description:
Orange Community Housing Corporation proposes construction of a 32 unit townhouse
development in the Meadowmont development in Chapel Hill. Meadowmont is a mixed -use
development located off Highway 54 in Chapel Hill. In the approval process, the Town of
Chapel Hill required the developer, East West Partners to provide land for 32 affordable
townhouses. The developer has agreed to donated the land to develop the townhouses. OCHC is
proposing that bond funds be loaned to OCHC for construction and converted to second
mortgages at $14,000 per unit in order to lower the cost of the first mortgage of the first time
homebuyers.
Target Population/Projected Outcome:
32 first time homebuyers with incomes at or below 80% of median income
Project Schedule
Obtain building permits - Second Quarter 2000
Groundbreaking - Third Quarter 2000
Begin home sales - Early 2001
Project Completion - Late 2001- Early 2002
Long Term Affordability Vehicle
Second mortgages, deed restrictions and equity sharing arrangements will be used to
insure affordability for at least 40 years.
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Housing Bond Project Summary
Applicant:
Orange Community Housing Corporation
Project Title:
Scarlett Drive
Request for Bond Funds:
$140,000
Total Project Costs:
$1,678,520
Bond Fund Leverage:
8% bond funds; 82% other funding sources
Project Description:
Orange Community Housing Corporation (OCHC) proposes to develop fourteen
townhouses on land currently owned by the Town of Chapel Hill at the corner of Legion Road
and Scarlett Drive. The -homes will be developed in cooperation with the Community Land
Trust in Orange County and will be the first land trust project in Orange County. OCHC is
asking that bond funds be granted to the development to be used for project construction costs.
Target Population/Projected Outcome:
14 first time homebuyers with incomes below 80% of median income
Project Schedule
Groundbreaking - January 2000
Project Completion - March 2001
Long Term Affordability Vehicle
The townhouses will remain affordable because they will be in a land trust. The land
trust will own the land and lease it to the homeowners who purchase the townhouse for a
renewable 99 year term. Included in the land lease is a resale formula which determines how
much appreciation the homeowners will receive when they resell their homes.
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Dousing Bond Project Summary
Applicant:
Habitat for Humanity of Orange County, NC, Inc.
Project Title:
Efland - Cheeks Land Acquisition Program
Request for Bond Funds:
$465,000
Total Project Costs:
$2,060,000
Bond Fund Leverage:
18% bond funds; 82% other funding sources
Project Description:
Habitat for Humanity proposes to use $460,000 in Orange County Housing Bond funds
to purchase a 42 acre tract in the Efland - Cheeks area of Orange County. Bond funds would be
used for the acquisition of the property; engineering work necessary for approval of a 44
affordable home subdivision to be built on the tract as well as for approximately 50% of the
infrastructure costs. The subdivision will be known as Richmond Hills.
Target Population/Projected Outcome:
44 first time homebuyers: 13 with incomes 51% - 80% of median income
31 with incomes at or below 50% of median income
Project Schedule
Property Acquisition Deadline - December 31, 1999
Begin infrastructure improvements - July 2000
Begin construction of seven (7) homes - March 2001
Begin construction of eight (8) homes - September 2001
Begin construction of fifteen (15) homes - June 2002
Begin construction ten (10) homes - August 2002
Project Completion - June 2003
Long Term Affordability Vehicle
The two options under consideration by the Board of Directors of Habitat for Humanity
of Orange County are:
1) have the land owned and held in trust by the newly formed Community Land Trust for
Orange County, thus ensuring the permanent affordability of all homes; and
2) utilize deed restrictions to ensure affordability for homebuyers earning at or below 80%
of area median income for 41 -50 years on all homes.
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Housing Bond Project Summary
Applicant:
EmPOWERment, Inc.
Project Title:
Pine Hill Drive
Request for Bond Funds:
$90,000
Total Project Costs:
$420,424
Bond Fund Leverage:
21% bond funds; 79% other funding sources
Project Description:
EmPOWERment proposes to use $90,000 in Orange County Housing Bond funds to
purchase a tract of land on Pine Hill Drive in Carrboro that will be converted to second
mortgages for the potential homebuyers. There are four condemned mobile homes at this site
that will be demolished and EmPOWERment will build four (4) new condominium units to sale
to first time homebuyers.
Target Population/Projected Outcome:
4 first time homebuyers with incomes between 52% and 58% of median income
Project Schedule
Property Acquisition
Project Completion
- December 31, 1999
- June 2000
Long Term Affordability Vehicle
Bond funds will be secured by a 40 year Deed of Trust. If a family sells their home
within the 40 year period of affordability, they must repay both the entire principal balance of
the second mortgage, plus 2 1 % appreciation on their home.
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Housing ing Bond Project Summary
Applicant:
EmPOWERment, Inc.
Project Title:
Sykes /Gomain Street Apartments
Request for Bond Funds:
$100,000
Total Project Costs:
$409,803
Bond Fund Leverage:
24% bond funds; 76% other funding sources
Project Description:
EmPOWERment proposes to use $100,000 in Orange County Housing Bond funds to
purchase two (2) existing apartment buildings on Sykes and Gomains Street in Chapel Hill,
renovate them and rent them to families earning less than 50% of median income. The buildings
have eight (8) one bedroom apartment units.
Target Population/Projected Outcome:
8 rental households with incomes at or below 50% of median income
Project Schedule
Project Completion - December 2000
Long Term Affordability Vehicle
EmPOWERment, Inc. will own the property and will ensure that these units remain
affordable for at least 40 years.
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Housing Bond Project Summary
Applicant:
EmPOWERment, Inc.
Project Title:
Hargraves Apartments
Request for Bond Funds:
$100,000
Total Project Costs:
$658,250
Bond Fund Leverage:
15% bond funds; 85% other funding sources
Project Description:
EmPOWERment proposes to use $100,000 in Orange County Housing Bond funds to
purchase two (2) existing apartment buildings at 103 Hargraves Street in Carrboro, renovate
them and rent them to families earning less than 50% of median income. The buildings have
eleven units: 10 two bedroom apartment units; and one (1) three bedroom unit.
Target Population/Projected Outcome:
11 rental households with incomes at or below 50% of median income
Project Schedule
Project Completion December 2000
Long Term Affordability Vehicle
EmPOWERment, Inc. will own the property and will ensure that these units remain
affordable for at least 40 years.
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Housing Bond Project Summary
Applicant:
OPC Area Program & Orange Person Chatham Foundation for Mental Health
Project Title:
Rental Housing Acquisition Program Proposal
Request for Bond Funds:
$160,000 reduced by the Review Committee to $80,000
Total Project Costs:
$480,000
Bond Fund Leverage:
17% bond funds; 83% other funding sources
Project Description:
The Orange Person Chatham Area Program and the Orange Person Chatham Foundation
for Mental Health is seeking a deferred loan in the amount of $160,000 for acquisition and
necessary rehab costs to provide rental property to persons with disabilities residing in Orange
County including the Towns of Carrboro, Chapel Hill, and Hillsborough
Target Population/Projected Outcome:
Acquisition of two condominiums for lease to families with incomes below 25 % of the
area median income.
Project Schedule
Project Completion - June 2000
Long Term Affordability Vehicle
No Statement was provided by the applicant.
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Housing Bond Project Summary
Applicant:
Orange Community Housing Corporation
Project Title:
Orange County Urgent Repair Program
Request for Bond Funds:
$100,000
Total Project Costs:
$268,700
Bond Fund Leverage:
37% bond funds; 63% other funding sources
Project Description:
Orange Community Housing Corporation (OCHC) requests a grant in the amount of
$100,000 to provide support to their existing Urgent Repair Program (URP) during the next three
years. Bond funds would be used for hard costs including materials and labor; and project
management and administration costs.
Target Population/Projected Outcome:
30 owner- occupied houses would be repaired under this program. The owner occupants
would have incomes at or below 50% of area median income.
25% of the funds would be targeted to the incorporated areas of Carrboro and Chapel
Hill; the remaining 75% would be targeted to the remaining areas of the County.
Project Schedule
Project Completion - June 2001
Long Term Affordability Vehicle
No statement was provided by the applicant.
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Applicant:
EmPOWERment, Inc.
Project Title:
Community Revitalization Program
Request for Bond Funds:
$270,000
Total Project Costs:
$1,012,680
Bond Fund Leverage:
27% bond funds; 73% other funding sources
Project Description:
EmPOWERment proposes to use $270,000 in Orange County Housing Bond funds to
purchase and rehabilitate at least 12 single family houses in Orange County for resale to low -
income families.
Target Population/Projected Outcome:
12 first time homebuyers with incomes at or below 60% of median income
Project Schedule
Project Completion - June 2001
Long Term Affordability Vehicle
Bond funds will be secured by a 40 year Deed of Trust. If a family sells their home
within the 40 year period of affordability, they must repay both the entire principal balance of
the second mortgage, plus 21% appreciation on their home.
Bond Committee Recommendation
The Bond Committee does not recommend this project for funding at this time for the
following reason.
This program is designed to operate in accordance with the existing Community
Revitalization Loan Program currently operated by Orange County on behalf of the Orange
County HOME Consortium. At this time, all program activities have been suspended in order to
re- examine the guidelines for this program to assure compliance with all federal regulations, to
ensure that the Program operates smoothly, and to incorporate "lessons learned ". Specifically,
the following issues are under review: a) rehabilitation costs; b) property appraisals; c) property
inspections; d) rehabilitation financing; and e) environmental requirements. This review should
be completed by the end of the 1999 calendar year.
Thus, the Bond Committee decided to postpone a funding recommendation until the
review is completed so that the applicant is fully aware of the program guidelines prior to any
potential bond award.
21
Housing Bond Project SummarX
Applicant:
Pines Community Center, Inc.
Project Title:
Land Acquisition — Park Road
Request for Bond Funds:
Scenario 1: $ 55,000
Scenario 2: $ 84,400
Scenario 3: $355,000
Total Project Costs:
No Total Project Budget
Bond Fund Leverage:
Scenario 1: 15% bond funds; 85 % other funding sources
Scenario 2: 24% bond funds; 76% other funding sources
Scenario 3: 90% bond funds; 10% other funding sources
Project Description:
Pines Community Center, Inc. proposes to use Orange County Housing Bond funds to
retire the current indebtedness for land it presently owns on Park Road in Chapel Hill and
develop condominiums to serve up to twelve low to moderate income families.
Target Population/Projected Outcome:
12 first time homebuyers with incomes at or below 70% of median income
Project Schedule
Project Completion - December 2001
Long Term Affordability Vehicle
If a family sells their home within the first five (5) years, 90% of the equity would be
retained by Pines Community Center; after five years, 60% of the equity would be retained by
Pines Community Center. Further, the non - profit organization would have the right for first
refusal.
Bond Committee Recommendation
The Bond Committee does not recommend this project for funding at this time for the
following reasons.
1. Applicant submitted three different funding scenarios instead of one funding proposal.
2. Key components of the application submission were missing, thus, hindering review.
These included the lack of clear site development information regarding housing design,
site improvement and construction budgets, clear development plans, a construction
schedule, and a full description of the applicant including the development team or
potential team.