HomeMy WebLinkAboutMinutes - 20080909 APPROVED 10/21/2008
MINUTES
Orange County Board of County Commissioners (BOCC)
Orange County Affordable Housing Advisory Board (AHAB)
Joint Work Session
September 9, 2008
5:30 pm (Dinner)
6:00 pm (Meeting begins)
The Orange County Board of Commissioners met for Joint Work Session with the Orange
County Affordable Housing Board on Tuesday, Sept, 9, 2008 at 5:30 p.m. at the Link
Government Services Center in Hillsborough, N.C.
COUNTY COMMISSIONERS PRESENT: Chair Barry Jacobs and Commissioners Moses
Carey, Jr., Valerie P. Foushee, Alice Gordon, and Mike Nelson
COUNTY COMMISSIONERS ABSENT:
COUNTY ATTORNEYS PRESENT: Geoffrey Gledhill
COUNTY STAFF PRESENT: County Manager Laura Blackmon, Assistant County
Manager Willie Best, and Deputy Clerk to the Board David Hunt (All other staff members will be
identified appropriately below).
AHAB MEMBERS PRESENT: Chair Artie Franklin and members Lynda Baker, Gary
Gaddy, Alejandra Hansen, Barbara Mull, Rashaii Purefoy, and Jabrina Robinson
AHAB MEMBERS ABSENT: Vivian Herndon-Latta
AFFORDABLE HOUSING STAFF PRESENT: Housing and Community Development
Director Tara Fikes
I. Introductions and Opening Comments Barry Jacobs, BOCC Chair
Artie Franklin, AHAB Chair
The meeting was called to order at 6:01 pm. Chair Jacobs welcomed the group.
AHAB Chair Artie Franklin thanked the County Commissioners for having this meeting.
He pointed out that the AHAB had a lot of vacancies.
Commissioner Gordon arrived at 6:03 pm.
II. Recent Accomplishments/Activity
Comprehensive Plan — Housing Element Artie Franklin
Artie Franklin said that the AHAB has been active in the Comprehensive
Planning process since the first joint advisory board meeting in January 2007. As the element
lead advisory board for the Housing Element of the Comprehensive Plan, AHAB appointed a
liaison at that time and summarized with Tara Fikes the existing reports regarding housing
needs and goals. The AHAB members have attended joint advisory board meetings in April and
October of 2007 and also met one-on-one with the Planning Board in May and November of
2007. All of those meetings generated thorough discussion, review, and re-review of goals and
drafts of the Housing Element and other documents. He said that all AHAB members
contributed to those meetings and discussions. He said that Orange County has benefitted
tremendously from the leadership of Tara Fikes and Martha Hoyleman through this process. He
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said that it has always been his view that the Board of County Commissioners has the final say
in this process and will come to a decision that is in the best interest of all citizens in Orange
County. He said that the AHAB has worked very hard for the County Commissioners to provide
the best information and the soundest judgment within the planning process constraints for the
Board's final reconciliation of the Comprehensive Plan. He urged the County Commissioners to
remember, in their deliberations, that housing is a social justice issue.
Commissioner Carey asked what the AHAB would like to see included in the
Comprehensive Plan that is not there related to affordable housing.
Artie Franklin said that the process was executed in a way that made terminology loose
enough that there could be a considerable amount of reading. There is not enough affordable
housing for those 30% of median income and below and this is a very serious situation. In his
opinion, these issues were not discussed as much as he would have liked to. He thinks that
government has a role in providing and ensuring that those housing needs are met. He also
thinks that the market has not done a good job of providing for people in the lower-median
income areas.
Housing Bond Program Update Gary Gaddy
Gary Gaddy made reference to the spreadsheet. The landbanking aspect of the
Housing Bond program is about 15% of the commitments. Ownership roughly ran about 27% of
commitments from projects and provides 61 first-time homebuyers with opportunities. Rental
represents about 58% of the commitments with approximately 105 renters. This includes
money from the 1997 Housing Bond Funds that were unallocated, plus the $4 million from the
2001 Housing Bond. The money has now been committed from both bond programs, which
means that another bond should be considered soon.
Artie Franklin said that the County Commissioners are probably going to be looking at
bonds soon, and he would like to see another Housing Bond because it is needed.
Chair Jacobs wanted to point out that the County has used the last of the bond funding
for affordable housing, because he thinks that the County Commissioners might have regarded
the last project that they approved differently had they known that this was it, and that there
were no more bond funds.
Commissioner Gordon asked about this project, the Eno Haven rental housing project,
for which the County was paying $1 million to a for-profit entity. She asked if the non-profit
agencies had been notified that the last of the bond funding was about to be allocated. Tara
Fikes answered that there had been no special notification to the non-profit agencies.
Artie Franklin apologized if there was something else that the AHAB should have done in
this regard.
Commissioner Carey said that if the AHAB thinks that the Board should consider
including affordable housing in the next bond, it should be formalized.
Chair Jacobs agreed, especially since there will be three new County Commissioners.
The more formal the communication, the better.
Housing Authority Update Jabrina Robinson
Jabrina Robinson made reference to the revised bylaws. She said that members of the
community have been solicited to join the Housing Authority. One of the members will need to
be a Section 8 voucher holder, so they will be targeting this group. Housing Authority
Commissioners will have terms of five years.
Commissioner Foushee arrived at 6:25 pm.
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Commissioner Gordon said that the Section 8 position can be specified, but the rest of
the members should be at-large. The Section 8 position is the only required position. She
asked about the statute.
Geof Gledhill said that this statute is regarding how the appointments work. There is
another statute, which is not in these materials, that says with respect to County housing
authorities, where the term "Mayor" is used, it means Board of County Commissioners. There
does not need to be anything in the bylaws.
Chair Jacobs said that he is not clear that the term definition is referring only to the
Section 8 position. He said that this is saying that, if the Commissioner in the Section 8 Housing
seat on the Authority ceases to receive such assistance, the term would end. He asked that this
be put in the term definition. Jabrina Robinson said that it could be changed.
Geof Gledhill said that there is potential that Orange County could, in the future, create
public housing through the Authority. That is why it is written in this manner, to include that
possibility.
III. Long-Term Affordability Documents
Tara Fikes made reference to her memorandum, which explains how she is trying to
secure the County's interest in long-term affordability in all of the housing projects that receive
County funding. For all affordable housing documents, there are normally four documents that
go along with the money. The first is the development agreement between Orange County and
the development organization, mostly non-profits. This outlines the requirements of the
organization. This is the contract with non-profit organizations. The money is normally provided
as a deferred loan, so there are security documents for the loan such as a deed of trust and a
promissory note. The deed of trust is recorded against the property and is recorded before any
other liens. The restrictive covenants place a 99-year affordability requirement on the property.
Once the property is in ownership of the non-profit organization, the County asks the
organization to immediately record the declaration of restrictive covenants before any other liens
are placed on the property. This has been done with all affordable housing projects. The deed
of trust is recorded in the Register of Deeds so that it becomes a document of record.
There have been a few cases where the County has granted money to non-profit
organizations to help the financials of the projects. In those cases, there have been no deeds of
trust or promissory notes executed. There has been some tweaking over the last couple of
years.
Geof Gledhill said that recently, there was a more sophisticated review of the documents
with the suggestion that they be changed in a fairly significant way. The promissory note that
the County uses for the loans made ends up on the books as a liability for 99 years with the
interest at 10% accruing for 99 years. At the end of the 99-year period of the deferred loan,
there is a huge liability. There was concern about this, and he has been looking at the
transaction from this perspective and made a decision to make the promissory note what is
called non-recourse, which means that, for non-payment of the loan, the County has no
recourse. If the property stays affordable for a 99-year period, then the loan goes away. There
is no expectation to get money back from the loan, but the expectation is for long-term
affordability of the housing. A decision was made to eliminate the possibility that the County
would go after the non-profit if something went bad in the transaction and the property was
taken back, but money was still owed because of the 99-year note with interest accruing. The
County's recourse will be to get the property back only and hopefully it will be turned over to
another non-profit.
In answer to a question by Commissioner Carey, Geof Gledhill explained that if the non-
profit defaults in that it fails to keep the property maintained, then the County would notice a
default on the loan and give them the opportunity to cure the default and get the property in
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shape. If the non-profit fails, then the County would foreclose on the property. If the foreclosure
resulted in the County not getting the full value of the property plus the cost to fix up the
property, then it could still go after the non-profit with that deficiency.
Commissioner Gordon said that it seems that there needs to be some kind of
mechanism whereby these properties are certified, inspected, etc., that they are maintained so
that if something goes wrong it can be caught early. She is worried that the County is not
protected.
Geof Gledhill said that the County is protected in the documents, but he agreed with
Commissioner Gordon.
Commissioner Gordon asked if this new method has been incorporated into any
documents and Geof Gledhill said that it has been rolled out with CASA. Commissioner Gordon
said that she had thought that staff was handling the administration, but she was not
contemplating that there would be such large changes that could jeopardize the investment.
Geof Gledhill said that he agrees that this should come back to the County
Commissioners so that they knew about it. In consultation with Tara Fikes, he picked this
meeting to let the Board know about the changes.
Commissioner Foushee said that the non-profits will be paying into sort of an escrow
account so that high-priced maintenance issues can be covered when they come up. The task
force will be bringing back recommendations to preclude or prevent maintenance issues from
getting out of hand.
Commissioner Gordon asked about the next steps. She would like to have notification if
changes like this are made.
Geof Gledhill said that, since the Land Trust model was created, this is the first
significant deviation. It is only significant in the documentation.
IV. Mobile Home Initiatives Barbara Mull
Pilot Preservation Project
Needs Assessment
Barbara Mull said that several things have happened over the past year that has led
their thoughts to manufactured housing more. Chair Jacobs had mentioned it at one of the
previous work sessions, the situation with Daniel Boone campground and the mobile home park
on the adjoining property, and the Comprehensive Plan. She made reference to a book she
had read and said that she has met with the author and tried to raise awareness of
manufactured housing. In the course of doing this, two developments in rural Orange County
have come to the attention that possibly could be pilot projects for a preservation effort of a
community of manufactured homes. One that was considered had some significant
environmental health problems and would not be sustainable over a long-term basis. There is
another opportunity, which is described in the agenda materials and offers the potential for a
model project. There have been some preliminary discussions with Orange Community
Housing and Land Trust as to managing the project. The discussions will be continued and the
hope is to get an assessment by the Community Reinvestment Association of North Carolina.
Chair Jacobs said that, as this is discussed, he would like to keep the municipalities in
mind as fiscal partners.
Chair Jacobs said that the model that might be considered about trying to locate a
community that the land trust would be handling is exactly the direction that he was hoping the
County could go. This is one of the reasons that he might have opposed spending the last of
the affordable housing bond funding, because he would have wanted to save some money for
land that will be available in the Efland area, which will have water and sewer soon. He also
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thinks that no one in the government is actually charged with helping to identify parcels like this.
He would like to see the Manager look into this. He would rather be strategic and organized.
Also, he was thinking that there was $1 million set aside in the legislature for removing
abandoned mobile homes statewide. He asked if there is a process by which the County can
access these monies.
Regarding the study, he hopes that no one tries to convince the County Commissioners
that manufactured housing is important in the total structure of affordable housing. He said that
the Manufactured Housing Association insists that manufactured housing does not depreciate at
the rate that tax assessors depreciate it. He hopes that someone will give the County a
definitive answer. He wants to know if there are ways that value can be preserved or if it just
depreciates.
Chair Jacobs made reference to the third bullet at the top of, "Proposal for Manufactured
Housing Units Assessment," and he read, "develop strategies to address loss and preservation
of manufactured housing." The word "address" was missing.
Geof Gledhill said that the irony of the value issue is that the property owner benefits
from the depreciation schedule. The tax value rarely sets the market.
Commissioner Nelson said that he would like to create a discussion in the community
about the value of manufactured housing. He said that there is a lot of classism going on and
people look down on that kind of housing. He said that there may be a role for the Human
Rights and Relations Commission to play in terms of a dialogue.
V. Section 8 Housing Choice Voucher Program Update
Tara Fikes said that the last time she provided a status report was in June, so it is not
too different from that report. The County is currently funding about 615 vouchers annually.
Her message today relates to the waiting list and the current status of that. As of today, there
are about 2,200 people on the waiting list. This has happened over a period of four years,
because the waiting list was reopened in 2004 when the list was 350-400. The list is being
purged through contacting everyone on the list to see if they were interested in remaining. This
exercise should be done by the end of the month, and she thinks that 1,200 people will still
remain on the waiting list. The average wait time is three years or longer. She thinks that the
County is again faced with the question of continuing to accept applications or not.
Another interesting phenomenon is that most of the surrounding county programs have
closed their waiting lists and there has been an influx of applicants from other counties. Of the
contiguous counties, only Chatham County is still accepting applications. In the Triangle area,
only the City of Raleigh still accepts applications. The AHAB is in the discussion phase of
possibly limiting the number of new applicants and will come back to the Board with more
definitive information.
Commissioner Gordon asked how it is decided who gets the voucher. Tara Fikes said
that it is the next person on the list. There are preferences for homeless people, people paying
more than 50% of income for rent, and people who have been displaced due to some natural
disaster. There is also a preference for people living in Orange County. She said that, although
it is a federal program and people can take vouchers and live anywhere in the country, Orange
County has a provision that the voucher holder has to live in Orange County at least a year
before moving other places.
Chair Jacobs said to make sure that Congressman Price was still being reminded that
this is an issue every year.
VI. Eno Haven Follow-up Questions
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Tara Fikes said that at the Board's August 19th meeting, there was an item on the
agenda asking to allow the issuance of taxable bonds for this project. During that discussion, a
lot of questions were raised. This memo is an attempt to answer some of those questions. She
said that she talked to the North Carolina Housing Finance Agency that administers the tax
credit program in North Carolina, about their experiences with projects in North Carolina with the
tax credit program. She found out that over the 21-year history that only six complexes have
experienced foreclosure. This experience mirrors what has happened nationwide. Regarding
restrictive covenants and making sure that the property remains affordable for the long-term, the
low-income housing tax credit project requires that property remain affordable for 30 years.
There is a declaration on the property to assure this. The thought is that the County could
record its declaration of restricted covenants after what is required by the housing tax credit
program.
Tara Fikes pointed out the last page, which is a summary of where the funding is coming
from. The County's loan would be second to any bank loan.
VII. Closing Comments
Artie Franklin thanked everyone.
VIII. Adjourn
The meeting was adjourned at 7:25 p.m.
Barry Jacobs, Chair
Donna S. Baker, CMC
Clerk to the Board