Housing Stability Council - Oregon...Travis kicked-off the presentation to the Council and provided an introduction of the project. You may reference the full presentation on pages

Housing Stability Council MEETING MATERIALS PACKET

Songbird Village Apartments Albany Oregon

August 3, 2018

9:00 a.m. – 1:00 p.m.

Oregon Housing & Community Services

Conference Room 124 A/B

Salem, Oregon 97301

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Oregon Governor Kate Brown

Housing Stability Council Oregon Housing and Community Services

725 Summer St. NE, Suite B

Salem OR 97301-1266 PHONE: 503-986-2000

FAX: 503-986-2020

TTY: 503-986-2100

Council Members: Sarah DeVries Claire Hall

Anna Geller

Mary Li Zee D. Koza

Gerardo F. Sandoval, PhD

Latricia Tillman Adolph “Val” Valfre, Jr.

Charles Wilhoite

TIME TOPIC MOTION ACTION

1. 9:00 Meeting Called to Order Roll Call

Call Roll

2. 9:05 Public Comment Comment

3. 9:15 Meeting Minutes for Review - June 1, 2018 (Pages 3-14 ) - July 6, 2018 (Pages 15-26)

Decision

4. 9:20 Oregon Bond Residential Loan Consent Calendar (Pages 27-28) Natasha Detweiler-Daby, Housing Finance Senior Policy and Operations Analyst

Page 27 Decision

5. 9:25 Housing Finance (Pages 29-40) LIHTC/HOME Funding Recommendation Consent Calendar – Natasha Detweiler-Daby, Housing Finance Senior Policy and Operations Analyst

Page 29 Decision

6. 10:00 State Economist Update (Pages 41-58) Josh Lehner

Update

7. 10:40 SWHP Process Update (Pages 59-64) Shoshanah Oppenheim

Update

8. 11:10 BREAK

9. 11:25 Housing Finance Division updates (Pages 65-74) Julie Cody, Assistant Director, Housing Finance

Preservation (HB 2002) Implementation Update – Natasha Detweiler, Housing Finance Senior Policy and Operations Analyst and Dolores Vance, Preservation Program Manager Land Acquisition – Rick Ruzicka, Policy and Operations Analyst

Intro Intro

10. 12:00 Housing Stabilization Division updates (Pages 75-81) Claire Seguin, Assistant Director, Housing Stabilization

LIHEAP State Plan update – Claire Seguin, Assistant Director, Housing Stabilization CSBG State Plan update – Claire Seguin, Assistant Director, Housing Stabilization Budget note update – Christy Hahn, Homeless Services Operations and Policy Analyst

Update Update Update

11. 12:30 Report of the Director Report

12. 12:45 Report of the Chair Report

13. Meeting Adjourned

All times listed on this agenda are approximate and subject to change. Agenda items may also be taken out of order and addressed at different times than listed. The agenda may be amended by the Council at the time of the meeting.

AGENDA August 3, 2018

9:00 a.m.-1:00 p.m. Oregon Housing and Community Services, Room 124 A&B

725 Summer St NE, Salem OR 97301 Call-In: 1-877-273-4202; Participant Code: 4978330

August 3, 2018 Housing Stability Council Page 1




Oregon Housing Stability Council Oregon Housing and Community Services


Salem OR 97301-1266

PHONE: 503-986-2000 FAX: 503-986-2020

TTY: 503-986-2100

June 1, 2018

Oregon Housing Stability Council Meeting Minutes

Acting Chair Valfre called the meeting to order at approximately 9:01am and asked for the roll call:

Council member Present Excused By Phone

Tammy Baney X

Mike Fieldman X

Anna Geller X

Zee Koza X

Gerardo Sandoval X

Latricia Tillman X

Charles Wilhoite X

Acting Chair, Adolph “Val” Valfre X

With at least five members in attendance, we have reached a quorum for voting purposes. Due to the absence of

Chair Baney, Councilmember Valfre will be Acting Chair today.

Public Comment

Acting Chair Valfre opened the public comment section and invited those in the room who wished to

provide comment to step forward to address the Council. No one present stepped forward to provide

comment. Acting Chair Valfre then invited those on the phone to provide comment, providing their

name and affiliation for the record when addressing the Council. Hearing none, Acting Chair Valfre then

closed the public comment period.

Approval of Meeting Minutes for May 4, 2018:

Acting Chair Valfre asked for comments, edits or corrections for the meeting minutes as presented in the

meeting materials packet. Councilmember Fieldman had a correction. He asked that the reference to

UCANCAP be UCAN. Staff will make the correction as requested. Acting Chair Valfre then asked for

any additional corrections. Councilmember Geller said she had some edits to provide and would send

them to staff by Monday, June 4 for addition to the meeting minutes.

Acting Chair Valfre then asked for any additional edits or corrections and hearing none, he called for the

motion.

Councilmember Wilhoite moved to accept the April 6, 2018, meeting minutes as updated and with the

edits provided by Councilmember Geller, Councilmember Fieldman seconded the motion. Acting


June 1, 2018


Chair Valfre called for the vote:

Meeting Minute Approval, May 4, 2018:

Council member Motion Yes No Abstain Excused Tammy Baney X

Mike Fieldman 2nd

X

Anna Geller X

Zee Koza X

Gerardo Sandoval X

Latricia Tillman X

Charles Wilhoite X X


Vote: 5:0:2:1 | PASS

*Councilmembers Koza and Tillman did not attend the May 4th meeting and abstained from the vote today. With

five members voting we have met the quorum requirements to pass this item.

Workforce Housing Pilot update – Kim Travis, Housing Integrator, Jason Lewis-Berry, Governor’s

Office, Regional Solutions Director & James LaBar, Governor’s Office, Housing Policy Advisor

Acting Chair Valfre invited Ms. Travis forward to present on the Workforce Housing Pilot project.

Director Salazar also invited Jason Lewis-Berry and James LaBar forward to address the Council. Ms.

Travis kicked-off the presentation to the Council and provided an introduction of the project. You may

reference the full presentation on pages 17-25 in the meeting materials packet. Mr. Lewis-Berry then

provided a high-level summary of the Regional Solutions Office and the work they do.

Councilmember Wilhoite asked how the Regional Solutions team defines workforce housing. Mr.

Lewis-Berry told the Council that they are calling workforce housing “60-120% AMI”.

Mr. LaBar then provided a summary of the five projects chosen to participate in the pilot. He detailed

the specific work, employer and community engagement, number of proposed homes and the amount of

funding for each pilot project.

Ms. Travis then reviewed the next steps for the project (pages 23-24 in the meeting materials packet).

Councilmember Wilhoite asked what the ultimate goal or objective is of this pilot program. Mr. LaBar

told the Council that the team has learned a lot and now they feel comfortable with this process to work

on a legislative concept for the 2019 legislative session to establish funding for workforce housing. Ms.

Travis also told the Council that the pilot team is working closely with the Governor’s Institute for

Community Design (GCID) to maximize their expertise and identify and achieve the desired outcomes

for this project.

Councilmember Geller offered her thanks for the work of the project team. She appreciates the way the

project team is partnering with the local communities and jurisdictions for the pilot project. She would

like to see legislative encouragement for this pilot program.

Councilmember Sandoval asked about the long-term strategy and the possible impact in the

communities. It might be useful to target one economic sector in the regions. Another area of emphasis

could be public sector workers (i.e. police and fire-fighters) and essential services.


June 1, 2018


Councilmember Tillman is excited about this conversation. She asked how the team plans to negate for

the potential downsides; how do you make sure those who have weathered the tough times reap the

benefits of the pilot programs as well. She then asked how the project team plans to help build

connections for those looking for bridges out of poverty or for those communities where there is no

workforce.

Mr. LaBar told the Council that the project team has engaged with the GCID to address the issues

Councilmember Tillman has raised as well as the community engagement theme brought up by

Councilmember Geller.

Director Salazar told the Council that whatever the project team does is a balancing act of sorts. We are

concerned about the impact on overall housing prices going up, because of new investment and

development. We also believe with the initial, very modest state involvement in the pilot projects that

increasing the overall supply of housing can help to bring down costs. The key is finding that perfect

balance point, and it will be different in each community.

Councilmember Tillman then stated that having a partnership with Education, you start growing your

own workforce from the community, and they benefit from the rehousing in the community.

Councilmember Sandoval asked if a company invests, then do they own the land and/or property; and if

so what issues come up when someone loses their job with the company. Ms. Travis told the Council

that this issue is part of what the project team is learning through the process. The project team is

looking at terms of affordability and how they will track affordability over time. The team will be

modeling their approach based on successful projects in other states.

Acting Chair Valfre said that one of the exciting parts of this project is that the team is addressing

housing issues in new ways to find a solution that works. He is interested in getting future updates on the

pilot projects.

Director Salazar then thanked Mr. LeBar and Mr. Lewis-Berry for their leadership on this project. She

then thanked all of her counter-part agencies on the Regional Solutions Council for their work on this

project, especially DLCD who is here today for this presentation. She thanked Kim Travis for her work

and leadership and Jessica Nelson for her work on the procurement side of the project.

Council Charter Recommendation for Decision – Margaret Salazar, Director

Director Salazar reminded the Council that at the retreat in late-April there was work done on finalizing

the charter. Today you have before you the draft charter for approval. The Director then asked for

questions from the Council.

Acting Chair Valfre then asked for any additional comments or discussion. Councilmember Wilhoite

said he thought the charter provides great description and coverage regarding what is expected of the

Council. He believes it reflects what was discussed at the retreat. Councilmember Koza thanked the

Director for the new more readable format. Councilmember Geller told the Director she likes seeing the

outcome from the work of the retreat in such a timely manner. She would appreciate seeing a summary

of the changes that were made from the original charter to the draft charter before the Council today.


June 1, 2018


Director Salazar thanked Councilmember Geller for her comments and then stated to her knowledge the

Council has not had a charter before. The Charter reflects the current statute and the specific references

are in the footnotes. The Charter is not getting ahead of any statutory or rule making changes being

considered by OHCS.

Councilmember Sandoval asked for clarification about when the Council is an “advisory body” and

when it is a “decision-making body”. Director Salazar told the Council there is a companion document

to the charter that establishes roles and responsibilities of the Council. In statute, the different roles for

the Council are spelled-out; in some cases the Council has a decision-making role and in others an

advisory role. Overall this body is an advisory body that also has decision-making in specific instances.

Councilmember Geller asked that OHCS be very clear when the Council is acting in an advisory role

and when it is acting in a decision-making role.

Acting Chair Valfre suggested that he appreciates all of the comments, but the Council needs to start

somewhere with a charter. He believes the charter before the Council today accurately reflects what is in

statute; it is not perfect and there are some clarifications that may be needed over time. He would like

the Council to pass this charter today.

Councilmember Tillman asked for clarification around “advising policy-makers”; how do the

Councilmembers do this? Acting Chair Valfre suggested that those clarifications could be addressed in

by-laws or procedures for the Council and not in the charter. Councilmember Wilhoite offered that the

charter, from his perspective, is supposed to provide broad, but identified areas of responsibility. He

believes that the charter is a good, broad guideline document. He appreciates the statute references and

plans to count on Director Salazar to bring those necessary items before the Council. Councilmember

Fieldman says he sees the charter as the 30,000 foot level view of the Council responsibilities.

Councilmember Sandoval thought that to clarify things it would be good to have a matrix that visually

shows the responsibilities of the Council. Director Salazar told the Council that that type of document is

in process now and when it is completed, it will be brought to the Council. Councilmember Geller asked

if Director Salazar would commit to a charter review in the next 6-8 months. Director Salazar committed

to an on-going, continual development of the Council charter and all accompanying documents.

Acting Chair Valfre then called for the motion.

Councilmember Wilhoite moved to approve the Council Charter document as presented and

Councilmembers Fieldman & Koza seconded the motion. Acting Chair Valfre called for the vote:

Council Charter Approval:


Mike Fieldman 2nd

X

Anna Geller X

Zee Koza 2nd

X

Gerardo Sandoval X

Latricia Tillman X

Charles Wilhoite X X




June 1, 2018


Housing Finance Updates – Julie Cody, Assistant Director, Housing Finance

LIFT 2018 Multifamily Recommendations – Natasha Detweiler-Daby, Housing Finance Senior

Policy and Operations Analyst & Amy Cole, LIFT and Mental Health Program Manager

Assistant Director Cody introduced Natasha Detweiler and Amy Cole to the Council. Amy is the new

LIFT and MHH program manager in the Multifamily section. Assistant Director Cody then provided an

introduction to the LIFT awards presentation. Please reference pages 31-39.

Ms. Detweiler-Daby told the Council that the presentation today would be different from those in the

past; the team will highlight the policy objectives, rather than the specific project descriptions.

Acting Chair Valfre asked what the reasoning was behind the shift from a 50/50 split between

communities of color and rural communities. Ms. Detweiler-Daby told the Council that while the

numbers are not exactly a 50/50 split, as a whole the split remains at 50/50. Councilmember Tillman

asked how the agency determined if projects were culturally relevant or culturally competent or

culturally specific. How are projects assessed? Ms. Detweiler-Daby told the Council that the applicants

write a narrative response to show achievement of objectives that specifically addresses cultural

competency, cultural relevance and is culturally specific and other topics. The review committee had

good conversation around assessment criteria and how to put heavier focus on specific criteria in the

future. All projects on the list (page 39) met thresholds in several different areas (strategic alignment,

forming partnerships, etc.). There is no single factor that is considered when making project

recommendations. Councilmember Tillman suggested that it would be helpful in the future when the

Council is having the policy discussion around LIFT to leverage the objective criteria used by the

philanthropy community as well as the definitions used by the Oregon Health Authority.

Councilmember Sandoval found his service on the scoring committee very useful. He has two

takeaways from that experience. For one thing there was just a yes/no answer to whether or not the

project would serve a community of color and no ranking in terms of engagement in the community; he

felt like the responses were a bit superficial and there was no way to award more points for engagement

level. Secondly he noticed that communities of color and rural communities were considered separately

and there was no mechanism by which to give more points if a project qualified in both buckets.

Councilmember Geller said that she believes there are many who did not apply, because their project did

not fit into rural communities or communities of color. She encouraged staff to very specifically publish

the timing for all fund offerings from the agency. She is concerned about the forward allocation of funds

and how that will impact future NOFAs; she does not understand the split as outlined on page 39.

Director Salazar told the Council that the conversation about forward allocating was a discussion that

was addressed and debated at the OHCS Executive Team and the recommendation you see today is the

one the ET believed is the right recommendation. What was unique here is that with this latest LIFT

NOFA we opened up a new avenue to break apart the rural-urban divide to do something different. We

encouraged applicants to come in with “scattered site” project applications that served both rural and

communities of color. The Director acknowledged that the agency still has work to do in breaking down

the dichotomy between rural communities and communities of color. We thought that the one project

that came in with a “scattered site” application was an innovative approach. One interesting note for this

project is that a rural project would get built that would otherwise not be feasible and/or viable as a


June 1, 2018


stand-alone project. To make the rural project work financially it was paired with the urban project. This

was a way to get another community of color project in the door and another rural project in the door

because they were connected. The ET thought it was appropriate to forward allocate funds to

accommodate this particular project and get an additional rural project in the door as well as a balanced

way to approach the fact that we could more quickly get projects built. It is appropriate to forward

allocate given we have the resources and we are in a housing crisis. We have to balance between being

so heavily overly subscribed in this NOFA and wanting to make good on our commitment to have

another round of LIFT awards and it will be available to both communities of color and rural

communities. OHCS felt the recommendation today was a balanced approach weighing all of the factors

to be able to accommodate the additional “scattered site” project, while also being able to go out the

door with the additional NOFA later this year that will be open to both categories of projects.

Councilmember Geller said she believes those developers and sponsors reading the NOFA materials did

not know about this type of opportunity; it was not published in the materials. Director Salazar told the

Council the option for submitting a scattered site application was included in the materials.

Councilmember Geller believes there are communities and jurisdictions that are making plans and she is

concerned that by forward allocating funds, the agency is removing opportunities today. She is

concerned there is a pattern of miscommunication about what the expectations are for NOFA fund

offerings from the agency.

Director Salazar thanked Councilmember Geller for her thoughts on the pros and cons of forward

allocating LIFT funds. Councilmember Wilhoite likes getting the commitment and sooner is better than

later. He understands Councilmember Geller’s point about reducing the available pool by forward

allocating, but he wants to see the pool out into the hands as soon as possible to get units built.

Councilmember Tillman sees the agency looking for innovation, flexibility and the ability to jump on an

opportunity, not a pattern of behavior. But if there is a pattern it would be helpful to know exactly what

that is historically, so that the Council can address it from a policy perspective for the future.

Councilmember Geller suggested that there were things done in the past that created a lot of

controversy. She does not believe the published materials accurately reflect what the agency is doing

and that creates trust problems. Councilmember Tillman said it would be helpful to know the agency

policy and how addressing innovation and flexibility enters into the equation. She believes doing

forward allocation is within the authority of the agency. Director Salazar told the Council that the

instance being referenced by Councilmember Geller related to the unprecedented and historic tax credit

pricing crisis with the incoming Trump administration and the specter of tax reform. This caused a lot of

chaos and confusion in the tax credit investment industry and the agency was walking right into that as

we were about to put out a new funding availability on the street and there were major funding gaps in

our funding pipeline. The Director told the Council that she is seeking their advisory policy services

about whether or not it is the right thing to forward allocate funds and have a lesser amount for the

NOFA in the fall. It is a challenging judgement call that the Exec Team wrestled with and then brought

forward the recommendation before you for a decision today. Councilmember Koza asked what the fall

LIFT NOFA offering would be. Director Salazar told the Council the amount available in the fall would

be about $17 million (page 4 of the PowerPoint presentation).


https://www-auth.oregon.egov.com/ohcs/OSHC/docs/HSC-2018/2-Apr-May-Jun/060118_HSC_LIFT_Recommendations.pdf

June 1, 2018


Director Salazar told the Council the number in the presentation is what the agency will aim for, and the

agency will respond to what is received when the applications are submitted. The agency will work hard

to achieve the balance, while also making sure we fund qualified projects that are scoring well.

Councilmember Geller asked what would happen if the rural applications do not use all of the allocated

funds. Assistant Director Cody told the Council that the agency will not hold the money, but allocate

next to communities of color projects. Councilmember Geller asked if there was written documentation

about forward allocating funds. Ms. Detweiler-Daby said there is not specific language about forward

allocating, but there is language that includes agency discretion in how the funding recommendations

are made. Assistant Director Cody told the Council that all NOFA offerings reserve the Director’s

discretion. Councilmember Geller suggested that if the agency believes that forward allocating is

important that the language be included in future NOFAs. Councilmember Fieldman believes that

transparency is critical to this process, but it is important to build in flexibility in what we do and not get

too rigid and locked into how we do things. It may be simply making sure that when we communicate

about future NOFAs that there is a goal, but there may be situations that arise that call for flexibility and

potential for forward allocation.

Acting Chair Valfre said he believes it is important to be transparent, but to also make sure we get units

funded and built quickly. Assistant Director Cody told the Council that she and her staff will be very

clear about the opportunity to forward allocate for innovation, demonstration projects, etc. The agency

may decide to put a limit on the amount of money that could be forward allocated to give some

predictability to the applicants.

Acting Chair Valfre then called for the motion.

Councilmember Fieldman made the motion found on page 31 of the meeting materials packet and

Councilmember Tillman seconded the motion. Acting Chair Valfre called for the vote:

LIFT 2018 Multifamily Consent Calendar Motion: Approve the LIFT funding recommendations for

the following projects: Fisher Road, Gooseberry Apts 1 & 2, North Williams Apts, Claxter Crossing

Apts, Gateway Workforce and Hermiston Family Housing, Red Rock Creek Commons, Magnolia Apts

Phase II, Monmouth Apartments, Surf View Village.

LIFT 2018 Multifamily Consent Calendar:


Mike Fieldman X X

Anna Geller X

Zee Koza X

Gerardo Sandoval X

Latricia Tillman 2nd

X

Charles Wilhoite X




June 1, 2018


Ms. Detweiler-Daby then provided a summary of trends from the applications submitted (pages 6 in the

PowerPoint presentation).

Councilmember Geller asked if they saw the same per unit price in all urban areas. Ms. Detweiler-Daby

told the Council that all of the urban LIFT applications serving communities of color were in the

Portland Metro area or in Salem. There were no projects submitted from the more urban areas of the

state. Councilmember Geller does not want the Portland Metro area to become the urban benchmark for

the state. Director Salazar said one of the things the agency is aiming to do as part of the Statewide

Housing Plan in the rental housing strategy is to build stronger links and connections with local

government entities in Oregon to align funding streams for projects. Councilmember Fieldman said if

there are trends we notice, it would be important to note why the other urban areas did not apply and

then talk with them to find out why. Assistant Director Cody told the Council that closing that feedback

loop is very important to the continued success of the NOFA process, and the agency does have plans to

reach out in during the fall NOFA process.

Ms. Cole then reviewed the scoring framework change recommendations (pages 8-9 of the PowerPoint

presentation).

Councilmember Tillman asked if there were points assigned for projects serving rural communities who

also have a focus on communities of color. Ms. Detweiler-Daby told the Council that there are currently

no points assigned for this now, but his is one of the changes staff is hoping to make in the next round of

funding. The goal is to establish separate criteria for projects serving communities of color and for those

serving rural communities. Staff is planning to look at including the idea of layering points; one could

get points for serving a rural community and for demonstrating partnerships for a project.

Councilmember Tillman believes that keeping the hard line between communities of color (which

usually means urban) and rural communities, then we are not addressing housing inequities that we

know exist across the state. Ms. Detweiler-Daby told the Council that Ms. Cole would be working to

identify what the criteria and measures should be for future NOFAs. Ms. Detweiler-Daby then asked the

Councilmembers to provide suggestions on strategic direction or advice for where to look for criteria to

help update the scoring methodology for future NOFAs.

Councilmember Geller asked for some clarification about how the communities of color as scoring per

partnerships in addition to the pass/fail threshold: What does that mean exactly? Ms. Cole told the

Council that in this most recent round, communities of color had to include information about their

partnerships, how they were working to be culturally competent and how they were working to be

responsive to communities of color. But in this round it was just a pass/fail with no points assigned. As

the scoring was happening and staff observed the wide variety of ways in which applicants were

addressing this, staff thought it would be a much more useful tool if a numeric score were added in

addition to the pass/fail distinction. Assistant Director Cody told the Council the projects that are truly

meeting the objective in a meaningful way would have an advantage over other projects that are more

generic. Councilmember Geller said she does not want to turn away projects that are meeting the stated

needs and objectives, just because they do not write well. Ms. Detweiler-Daby told the Council that the

LIFT statute and LIFT framework establish two doors for being eligible for using LIFT funds (serving

historically underserved communities [rural communities and communities of color]. Currently the


June 1, 2018


agency is not turning away those that are poor writers or who just provide a very broad explanations of

the work they will be doing. We are letting everyone through the door because the scoring committee

reviews the submitted narratives, but they also noticed the truly amazing things being done.

Councilmember Sandoval believes there should be a way to reward those projects that demonstrate a

more in depth approach. Director Salazar told the Council she does not want staff to fall into the trap of

solving every problem through scoring. The agency knows there is a lot to do to shore up the objective

of serving underserved communities, including communities of color. We do not want to just throw

scoring at the problem; we want to bring in folks for intentional convening, technical assistance, both

before awards are made and after the awards are made. Please reference pages 31-36 in the meeting

materials packet for additional details about the proposed updates and changes for future NOFA

offerings.

Councilmember Fieldman raised a potential red flag with regards to the scoring for income served by the

units developed to better encourage using other resources. He believes this could have a negative impact

on rural projects; very few rural projects came in this round with other resources identified.

Acting Chair Valfre asked how staff would evaluate the submission of prior performance. Ms. Cole told

the Council that the plan would be to look at the performance with other funding received and the

timeliness of those projects.

Ms. Cole then reviewed the next steps for the program. Councilmember Fieldman asked if there was a

sense of the potential response to the LIFT homeownership NOFA. Assistant Director Cody told the

Council that early indications are that the NOFA will be over-subscribed.

Acting Chair Valfre thanked Councilmembers Fieldman and Sandoval for their participation on the

scoring committee. He then thanked the nine approved projects for their submissions and invited those

present to stand and introduce themselves to the Council. Those in attendance were: Community

Partners for Affordable Housing (Red Rock Creek Commons, Tigard); Bridge Housing (North Williams

Apartments, Portland); Innovative Housing (Magnolia Apartments Phase II, Portland); Mountain West

Investment (Monmouth Apartments, Monmouth).

Acting Chair Valfre adjourned the meeting at approximately 11:15 a.m.

Acting Chair Valfre reconvened the meeting at approximately 11:30 a.m.

Housing Stabilization Update – Claire Seguin, Assistant Director, Housing Stabilization

Elderly Rental Assistance Program update – Shawn Hartley, ERA Program Manager & Vicki

Massey, Homeless Services Coordinator

Ms. Massey provided an historical overview and Mr. Hartley then provided an overview of the current

program for the Council. Please reference pages 41-45 in the meeting materials packet for additional

details.

Acting Chair Valfre thanked Ms. Massey and Mr. Hartley for their presentation and invited the Council

to ask questions. Councilmember Fieldman said that based on what he knows about the previous

program, this new framework is a better solution. The new program provides a better opportunity for


June 1, 2018


the community action agencies to provide the full array of services available to the applicants. This is a

favorite program for Councilmember Koza.

Assistant Director Seguin thanked the Council for their willingness to deliver this program in a whole

new way. She believes this restructure will have a greater impact for good for the elderly members of

our communities. Councilmember Tillman appreciates the specific comments about partnering with

DHS to deliver these services. She asked for an update on the progress of that partnership with DHS

(timeline, areas for opportunity) and how OHCS is engaging with the local Area Agencies on Aging.

Mr. Hartley told the Council the conversations are in the early stages right now. Councilmember

Tillman suggested that this program might actually free up county dollars to do other things. She would

like to see this funding stay in the lane of housing.

Councilmember Fieldman told the Council that the “triple A” agencies often times are housed within the

local community action agencies. It is important to remember the individuals that utilize this program

are often at the very low end of the income scale and we need to help them secure and maintain stable

housing.

Acting Chair Valfre also suggested that the program stay in the housing lane. He believes increasing

awareness of this program is a key to the success of the program. He appreciates the work that has been

done by staff and he thanked them for their work.

2019 Legislative Agenda Update - Caleb Yant, Chief Financial Officer, Kenny LaPoint, Assistant

Director, Public Affairs and Ariel Nelson, Government Relations and Communication Liaison

CFO Yant provided an overview of the process and progress to date. Please reference pages 47-51 in the

meeting materials packet for additional details.

Assistant Director LaPoint then told the Council that the nine areas of focus from the Statewide Housing

Plan correlate in some way to our legislative agenda.

Ms. Nelson then provided a summary of some of the key legislative strategies for the agency, speaking

to the changes that have been made since the LCs were introduced. What the Council sees today is the

agency “wish” list.

Councilmember Wilhoite asked if the agency asked for the increase in funding that was given to the

agency in the last budget cycle. Director Salazar told the Council that in the 2017-19 budget process,

OHCS had some monetary asks and the Governor included some resource requests in her budget

proposal. The agency did receive $80 million in LIFT funds (in the Governor’s budget). The agency also

received additional funds for EHA and SHAP (allocated by the legislature). OHCS asked for $10 million

in preservation dollars and received $25 million. These increases were historic amounts for the agency.

Ms. Nelson told the Council that the budget requests in the memo reflect the recognition by the

Governor and legislature of the housing challenges in the state and the hard work happening at OHCS.

Acting Chair Valfre asked for some additional clarity around naturally occurring affordable housing.

Director Salazar told the Council that there are some folks who are interested in the acquisition of

naturally occurring affordable housing and how it could be a faster way to add to the stock of affordable

housing. The agency has been working closely with partners, mostly in the Portland metro area, who are


June 1, 2018


exploring the possibilities. This is a newer model and one thing the agency is looking at with this

resource ask is to dovetail with the existing efforts addressing naturally occurring affordable housing.

Councilmember Geller asked if any of the potential ask for the rural housing accelerator would address

“growing talent” locally and growing skills and opportunities. Ms. Nelson told the Council that the

intent with the resource ask is to provide incentives to local communities to work with local business

and employers to form partnerships. This concept dovetails with the Governor’s Future Ready Oregon

Initiative. Director Salazar told the Council that part of this LC will be used for technical assistance; we

are not quite square on where the workforce development aspect enters into the equation. The Director

committed to the Council that the agency would work to link to the workforce investment side of the

equation. Councilmember Fieldman suggested that the agency connect with a group called Skills USA

for skill development.

Ms. Nelson told the Council that they could find additional details on next steps in the Director’s

message which will go out this afternoon.

Councilmember Fieldman wanted to make the Council aware of the sun-setting of some property tax

exemptions that occur within the next few years and could have an impact on future projects. This

should be at the top of the list of items to keep tabs on.

Councilmember Geller asked if the LIFT legislative concept would be eliminative cost containment.

Director Salazar told the Council that the details of how the program would be administered would come

before the Council for approval. The challenge we have seen is that some of the goals are often-times

competing. The two goals that are uppermost for the agency are the service enriched partnerships

reaching vulnerable families and efficient, innovative building design and cost containment. These two

goals are in direct competition with each other in many cases. The agency wants to have options and

cost containment is not off the table. We are seeking more flexibility in statute to work with the Council

to develop the appropriate program to meet the statutory objectives for LIFT.

Acting Chair Valfre said he was pleased to see the rent well program on the list. He likes the idea of

being proactive and bold with the items being put forward as LCs.

Report of the Director

Director Salazar provided the following updates:

UofO Housing Symposium –

The Director acknowledged and thanked Councilmember Sandoval organizing and hosting the UofO

Housing Symposium in May. Great research was shared at the event around housing issues, economic

trends, housing supply issues, gentrification, etc. It was her pleasure to be able to present information on

the Statewide Housing Plan at the symposium. Councilmember Sandoval told the Council that as soon

as he secures releases from the presenters to share the data, his team will make the documents available.

There were 120 participants at the symposium.


https://www.oregon.gov/ohcs/DO/messages/2018/06-01-18-Directors-Message.pdf

https://www.oregon.gov/ohcs/DO/messages/2018/06-01-18-Directors-Message.pdf

June 1, 2018


Homeownership month –

June is homeownership month and the agency will be sending out information over the course of the

month. The agency is on pace to have another tremendous year in our Oregon Bond Residential Loan

program in 2018. To date the program is at $65 million in activity with 296 homes being funded.

LIFT Awards –

She is pleased that the Council approved the latest recommendation today for the LIFT program. She

also noted that the very first LIFT project grand opening is scheduled for August 14th

at the Cornerstone

Apartments located on Portland Road in Salem. Be on the lookout for an invitation from the agency to

attend.

Organizational updates –

She introduced Ryan Vogt, the new Chief Operating Officer for OHCS. COO Vogt briefly introduced

himself to the Council.

Council updates –

Director Salazar recognized the two out-going councilmembers today. Both Councilmember Baney and

Councilmember Fieldman will be exiting the Council after today. Unfortunately Councilmember Baney

could not be with us today. The Director then presented Councilmember Fieldman with a plaque

recognizing his years of service on the Council.

During Legislative Days the week of May 21st the three newest members were confirmed by the Senate.

The new members will join the Council at the July 6th

meeting. The new members are: Mary Li, Sarah

DeVries and Claire Hall.

With Chair Baney rolling off of the Council, a new Chair will need to be named. If any of the current

members are interested they are encouraged to let the Director know.

Report of the Chair

Acting Chair Valfre deferred to Councilmember Geller. She informed the Council that she has been

working with the Asset Management team on rent increases and how they have not happened in the last

10 years or so. There are many units that are designated for low-income and the current resident has

moved out of low-income and then they remain in the unit. She is hoping to work in partnership with

other agencies to provide those residents who are no longer low-income the opportunity to participate in

the IDA program to save for a down payment and move into a home. This will free up units for those

that are truly low-income and increase the housing stock in the state. The motivation is to move

residents into a single-family dwelling.

Acting Chair Valfre told everyone he appreciated their participation and the expertise each brings to the

table; he then adjourned the meeting at 12:57 p.m.



Oregon Housing Stability Council Oregon Housing and Community Services


Salem OR 97301-1266

PHONE: 503-986-2000 FAX: 503-986-2020

TTY: 503-986-2100

July 6, 2018


Chair Valfre called the meeting to order at approximately 9:06am and asked for the roll call:

Council member Present Excused By Phone

Sarah DeVries X

Anna Geller X

Claire Hall X

Mary Li X

Zee Koza X

Gerardo Sandoval X

Latricia Tillman X

Charles Wilhoite X

Chair, Adolph “Val” Valfre X

With at least five members in attendance, we have reached a quorum for voting purposes.

Public Comment

Chair Valfre opened the public comment section and invited those in the room who wished to provide

comment to step forward to address the Council. No one stepped forward. Chair Valfre then invited

those on the phone to provide comment, providing their name and affiliation for the record when

addressing the Council. Hearing none, Chair Valfre then closed the public comment period.

Chair Valfre then took a moment to introduce the three newest members to the Council. He asked each

new member to introduce themselves to the Council and the audience beginning with Councilmember

Hall. Councilmember Hall provided an introduction, highlighting that housing and homelessness has

been a prime focus of her community professional work over the course of her career. She

acknowledged that some in attendance may have been expecting to meet Bill Hall today, but five weeks

ago, she transitioned to Claire Hall. She further told the attendees that she is very happy to be here and

to serve on the Council.

Councilmember DeVries then provided an introduction and summary of her work. She brings a strong

background in housing finance with her to the Council.

Councilmember Li introduced herself to the Council and the audience. She brings to the Council a

history of policy and innovation solutions within the human services sector in Multnomah County, with

a particular focus on the intersections of poverty and race. She likes to say she is a very proud

bureaucrat.

Chair Valfre said it is great to have three new members coming onto the Council who have such a

wealth and breadth of experience. He expressed his welcome to the three new members and said he

looks forward to working with each of the new members.

Director Salazar then informed the Council that Governor Brown named Val Valfre as Chair of the

Housing Stability Council on July 3, 2018. She then offered her thanks to the new members for their August 3, 2018 Housing Stability Council Page 15

July 6, 2018


willingness to serve on the Council. Chair Valfre told the Council he is looking forward to working

with each member.

Approval of Meeting Minutes for June 1, 2018:

The Council does not have a quorum to vote on this item today; only four members were present who

were present at the June 1, 2018 meeting.

Voting approval on the meeting minutes for June 1 will be deferred to the August 3, 2018 meeting.

Please submit your comments prior to the next meeting on August 3.

Oregon Bond Residential Loan Consent Calendar – Kim Freeman, Single Family Section Manager

Assistant Director Cody joined Ms. Freeman at the table to provide an overview of the program for the

new Council members. She provided a high-level overview of the threshold limits that determine what

items must come before the Council for approval.

Ms. Freeman then summarized the one file presented for a decision. Please reference pages 15-16 in the

meeting materials packet. She then provided a quick summary of the work that she and her team have

done to date. Ms. Freeman informed the Council that April and May have been “banner” months for the

program; in April 107 loans were purchased, and in May 108 were purchased. Through May of 2018,

the total number of loans purchased is 404 with a total value of a little over $89 million. The program

has reached 60% of their goal for 2018. Chair Valfre expressed his thanks for the work Ms. Freeman and

her team have been doing.

Chair Valfre then called for the motion.

Councilmember Tillman moved to approve the Consent Calendar as presented and Councilmember

Geller seconded the motion.

Chair Valfre called for the vote:

MOTION: Approve the Oregon Bond Residential Loan Consent Calendar as presented.

Oregon Bond Residential Loan Consent Calendar:

Council member Motion Yes No Abstain Excused Sarah DeVries X

Anna Geller 2nd

X

Claire Hall X

Mary Li X

Zee Koza X

Gerardo Sandoval X

Latricia Tillman X X

Charles Wilhoite X



With seven members present today, the quorum has been met for this decision item.


July 6, 2018


Housing Finance Division Updates – Julie Cody, Assistant Director, Housing Finance

Conduit Bond Decision – The Fields Apartments: Tia Dunson-Strane, Tax Credits Program Manager

Assistant Director Cody informed the Council that any tax exempt bond issuances come before the

Council regardless of the amount.

Mr. Dunson-Strane then provided a summary of the project up for a decision. Please reference pages 17-

20 in the meeting materials packet for full details on this project. Mr. Dunson-Strane pointed out an

error in the write-up; the general contractor is DBG Properties, LLC. Assistant Director Cody then

pointed out to the Council this is one of the LIFT projects and will be paired with the 4% tax credit

program.

Councilmember DeVries asked if there was a play area near the project. Assistant Director Cody told the

Council that there was nearby green space available for play.

Councilmember Geller agreed that the location for this project is superior and the density of the project

is well-suited for the area. She then asked what had been done with the excess land associated with the

project. Mr. Dunson-Strane told the Council that the excess property has been parceled off and it is a

separate project. Assistant Director Cody told the Council that the city has required that the parceled off

portion be used for job creation.

Councilmember Li asked if there are guidelines or goals around how to utilize Minority/Women owned,

Emerging Small Businesses. She asked if OHCS set expectations of how much of the available agency

resources will go to entities that are MWESB entities, and if so what are the expectations. Assistant

Director Cody told the Council that OHCS does not currently have state-wide targets with respect to

MWESB contracting, but OHCS is working toward establishing those targets. Currently OHCS asks

those preparing NOFA applications to inform the agency about their plans to utilize MWESB. The

agency is now gathering information from other entities and jurisdictions to learn what they have done

and understand what that would mean state-wide. The goal is to have a state-wide look. Councilmember

Li then asked what the plan was with the Fields Apartments. Mr. Dunson-Strane told the council that the

Fields have partnered with Bienestar to deliver services to the project. Assistant Director Cody told the

Council that there is no requirement on the LIFT 1.0 program to submit MWESB plans.

Councilmember Li expressed her desire to see a commitment to MWESB in the future. She would like

to address how it would look state-wide and to determine what we will hold ourselves accountable to.

She then asked if it would be possible to request a plan from this project sponsor. Assistant Director

Cody told the Council that we could request a plan (there are no targets associated with this yet).

Chair Valfre stated for the record he may have a possible conflict of interest for this project (he was the

Director of the Washington County Housing Authority until November 2017). He then called for the

motion.

BOND RECOMMENDED MOTION: Move to recommend to the Housing Stability Council approval

for the Pass Through Revenue Bond financing in an amount up to and not to exceed $35,000,000 to

Fields Apartments Limited Partnership, LLC for the construction of The Fields Apartments, conditional

upon the borrower meeting OHCS and Key Bank’s underwriting and closing criteria and documentation

acceptable to DOJ, bond legal counsel and Treasury approval for the bond sale.


July 6, 2018


Councilmember Koza made the motion as restated by Mr. Dunson-Strane and captured above and

Councilmember Hall seconded the motion. Chair Valfre called for the vote:

Conduit Bond Decision – The Fields Apartments:


Anna Geller X

Claire Hall 2nd

X

Mary Li X

Zee Koza X X

Gerardo Sandoval X

Latricia Tillman X

Charles Wilhoite X



2018 Multifamily Fund Offerings Briefing – New Construction Gap Fund Offerings and Preservation

Fund Offerings – Tia Dunson-Strane, Tax Credits Program Manager

Mr. Dunson-Strane provided a high-level overview of the 2018 Multifamily fund offerings. Please

reference pages 21-24 in the meeting materials packet.

Councilmember Geller asked for additional information on exactly how many projects the $15 MM

dollars in OAHTC could support on average. Mr. Dunson-Strane told the Council that on average it

could support 3-5 projects depending on the size of the loan volume.

Director Salazar told the Council that the gap funds being discussed today come from the Document

Recording Fee. The agency has tried different strategies for putting out these funds over the years. The

subject of the update today is on the new strategy for administering these funds which was approved by

the Council at the January 5, 2018 meeting.

Councilmember Geller suggested that it may be time to start thinking as a group about how to address

future gaps as construction expenses continue to rise.

Mr. Dunson-Strane told the Council there is a commitment from project sponsors to get creative to help

balance the projects across both rural and urban areas.

Chair Valfre said he is pleased to see the progress being made here. He expressed a concern that all of

the projects in the update are in the Portland area. He would like to see some sort of incentive to

encourage rural development in the future.

Councilmember Li appreciates how thoughtful the staff were about how first come, first served is not

always the most equitable method for dispersing funds. She would like to see racial justice included in

the process for the future. Councilmember Li would like staff to include a racial justice lens to the

criteria as well as working to increase the geographic equity among projects awarded funding. Assistant

Director Cody told the Council that some key lessons learned through this process were:

Staff discovered it was useful to employ a self-scoring, simplified application, but found through

this process that they had to adjust the “self-scoring” to be more accurate.


https://www.oregon.gov/ohcs/OSHC/docs/HSC-2018/1-Jan-Feb-Mar/010518_Meeting-Materials_Packet.pdf

July 6, 2018


Staff were surprised that 100% of the applications received were from urban areas, because the

offering was published in advance with a lead-time given before applications were due to help the

rural projects meet the deadline.

In mid-July the agency will host three different Document Recording Fee listening sessions and

outreach events to talk about the new resource available and how to better utilize this new resource

to better serve rural Oregon.

Mr. Dunson-Strane told the Council that a couple of sponsors have suggested that the agency think

about timing of how the offerings are released and how the release dates can impact the capacity of the

project sponsors.

Director Salazar asked staff to speak to the Preservation side of this program and how the capital needs

of the project are defined. She also asked if staff had any suggestions about changes to the preservation

side of the gap fund offerings.

Mr. Dunson-Strane told the Council that the feedback he has gotten from partners is that they are not

happy with the cost of having a Capital Needs Assessment (CNA) completed at the front end. The

agency was able to identify up front (using the CNA) immediate critical repairs and other immediate

needs.

Councilmember Geller said her response to a developer that said they could not afford to pay for a CNA

would be: “how can you not afford to do it?” Assistant Director Cody told the Council that the hesitancy

from the developers came because they were being asked to perform the CNA at application before they

know if their project will receive funding.

Mental Health Housing update – Julie Cody, Assistant Director, Housing Finance & Amy Cole, LIFT

and Mental Health Program Manager.

Assistant Director Cody began the presentation

Ms. Cole provided a high-level overview of the PowerPoint presentation. You may also access the

detailed summary on pages 26-32 in the meeting materials packet.

Councilmember Koza expressed her appreciation for this work and how it combines two key things for

her: rural and mental health housing. She cannot stress enough how important technical assistance will

be for this NOFA to be successful in rural Oregon.

Councilmember DeVries asked at what stage the previously funded programs were at today. Ms. Cole

gave the Council some additional details about the 2016 MHH NOFA: five projects were funded; 1

project fell out of the process; 3 are currently under construction and one is not yet under construction.

Councilmember DeVries asked because understanding how to attract developers who know how to do

the work and also bringing along the necessary service providers will be helpful when developing the

pilot.

Councilmember Tillman asked if OHA would continue to be the lead agency on future MHH NOFAs. If

yes, then how will the correct people be employed to make sure the best NOFAs are put out, and then

that the projects are evaluated properly.


https://www.oregon.gov/ohcs/OSHC/docs/HSC-2018/3-Jul-Aug-Sep/070618_HSC_MHH.pdf

July 6, 2018


Director Salazar told the Council that OHCS is working very closely with OHA on this process and it

continues to evolve as time progresses. This particular fund offering from OHA is a different “color” of

money and is time sensitive. The advisory committee that was formed as a result of HB 3063 will be key

to having the broader policy conversations going forward and creating a coordinated effort. While OHA

may not have the development expertise, OHCS may not have the services side expertise. Together

through the work of the advisory committee, the two agencies should be able to arrive at a good

solution. Assistant Director Cody told the Council that OHCS is represented on the scoring committee

for the OHA NOFA and will help them evaluate the projects that are up for consideration.

Councilmember Tillman then said one thought she had for putting OHA in the lead role going forward is

their ability to leverage Medicaid dollars and/or hospital community benefits dollars that OHCS cannot

leverage. Assistant Director Cody told the Council that OHCS was working to partner with OHA

regardless of who would be putting up the capital for any given NOFA offering. Councilmember Geller

said she has observed an increase in collaboration between OHA and OHCS to put out the best NOFA

possible going forward. Councilmember Tillman asked how the decision was made to offer single room

occupancy units, rather than family units. Assistant Director Cody told the Council that when talking

with the Portland Housing Bureau, it was discovered that to utilize the funds OHCS would be looking

for possibly 25% of the units for tenants with one or dual diagnosis. PHB was looking for different ways

to address the homeless population.

Councilmember Hall really likes this concept, the differentiation in types of projects and location. She

especially likes that one of the projects is located in a “frontier” community. She appreciates the

collaborative approach and wants to encourage the agency to continue collaborating.

Councilmember Li liked what she saw in the RFI process (what is working/what is not working for the

developers and sponsors) and encouraged that the agency expand this to the consumers as well.

Assistant Director Cody told the Council that the advisory council does include consumers in the co-

creation of the policy. Councilmember DeVries said she would be interested in seeing the research that

the advisory committee will use when creating policy.

Chair Valfre conceded that the process for getting the MHH dollars out has been frustrating at times for

all parties. He acknowledged the hard work of the staff and believes this program is heading in the right

direction. He appreciates the collaboration and the willingness to utilize a pilot program to find the best

way to get the dollars out.

Chair Valfre then called for the motion.

Councilmember Geller made the motion found on page 25 of the meeting materials packet and

Councilmember Koza seconded the motion. Acting Chair Valfre called for the vote:

Mental Health Housing Motion: The Housing Stability Council approves the reservation of $7MM in

a combination of Mental Health Housing and Housing Development Grant Program (HDGP) Funds to

three pilot projects to test approaches to reducing programmatic barriers as well as to increase the

housing available for persons with serious mental illness or substance use disorder. The three pilots are:

Portland Housing Bureau upcoming Permanent Supportive Housing/Single Room Occupancy

(SRO) offering; reserving up to $2 MM;


July 6, 2018


West Ridge Apartments in Hines, OR, a project submitted for LIFT Multifamily Residential

Rental; reserving up to $2 MM; and

Lane County and Homes for Good (Lane County Housing Authority) Housing First Project in

Eugene, OR to expedite the development of a 50-unit permanent supportive housing project with

wraparound services serving the homeless population; reserving up to $3 MM.

Mental Health Housing Decision:


Anna Geller X X

Claire Hall X

Mary Li X

Zee Koza 2nd

X

Gerardo Sandoval X

Latricia Tillman X

Charles Wilhoite X



With seven Council members present the quorum requirement has been met for this item.

Chair Valfre adjourned the meeting at approximately 10:32 a.m.

Chair Valfre reconvened the meeting at approximately 10:45 a.m.

Housing Stabilization Update – Claire Seguin, Assistant Director, Housing Stabilization

Assistant Director Seguin provided a summary of this section of the agenda which is used to address

updates and decisions coming from her division (Homeless Services, Energy Services, HUD contract

Administration, and IDA initiative). The idea behind this section of the agenda is to more purposefully

connect the development and services sides of the work of the agency.

EHA/SHAP Briefing – Marilyn Miller, Homeless Services Section Manager & Roserria Roberts,

Homeless Program Coordinator

Ms. Miller provided a summary of the EHA/SHAP report which can be found in the meeting materials

packet on pages 33-37.

Ms. Roberts then provided an overview of the materials from pages 38-42.

Director Salazar asked how the community action agencies make their decisions on how funds are

allocated. Ms. Roberts told the Council that the Community Action Agencies (CAA) use need data that

is collected, but each CAA is given discretion on how the money is spent. Ms. Miller told the Council

that many of the CAAs also use their homeless plans when making funding decisions.

Councilmember Li is wondered if OHCS is working in collaboration with DHS when addressing

domestic violence issues. Ms. Miller told the Council that OHCS is working in collaboration with DHS,

but not with regards to domestic violence. Ms. Miller and the Homeless Services team are working with

DHS to bring together branch offices and the CAAs to fund families with children and to discuss youth

homelessness, but she is not aware of any specific work on addressing domestic violence today.


July 6, 2018


Assistant Director Seguin told the Council that this definitely represents an opportunity for the homeless

services group. Councilmember Li said it is one layer to have local partnerships and relationships, and it

is another layer to then have state-wide partnerships to establish policies. She would like to encourage

this collaboration going forward.

Ms. Miller then reviewed the list of clients served by grantee found on page 43 in the packet.

Councilmember Tillman asked what the reason was for the large difference in clients served in Lane

County. Ms. Miller told the Council this could be because of Lane County’s emphasis on shelter and

creating shelter capacity. Lane County is also excellent at collecting client data. Director Salazar

suggested that the other CAAs may be using EHA funds, rather than SHAP funds to provide shelter and

that may be skewing the data. Councilmember Tillman then asked if there was some sort of comparison

analysis on cost per client or effectiveness; is there some evaluation of prevention. Assistant Director

Seguin told the Council this would be another area of opportunity for the homeless services team. Right

now the team is working to tighten down the numbers that are real and unduplicated and consistent

across the CAA spectrum of services to get solid numbers that are comparable across the CAA network.

Ms. Miller then provided an overview of the data points for the programs from pages 44-49 in the

meeting materials packet.

Councilmember Hall wondered if OHCS would be asking the CAAs to begin tracking shelter capacity

as well (marry point in time count with local shelter capacity); is there a way to compare the shelter

capacity with the need. Ms. Miller told the Council that staff does use the point in time count and has

also collected non-scientific data on what shelter space is available, but the information is not complete.

With the addition of the information gathered through the shelter study she believes they will then know

what is available. The next step will be to determine OHCS’s role. Ms. Miller went on to say it will be

important to break down the data by service component; who uses what component and where are they

going, so our understanding can grow and the programs can be improved. Ms. Miller is encouraged by

the data improvement and how their understanding is growing because of the data improvement.

Assistant Director Seguin told the Council that OHCS is partnering with other agencies on the “data

warehouse” to be able to track clients across agencies and from program to program. Director Salazar

then told the Council about the data convening hosted by Assistant Director Seguin and her team to

bring the partners together and understand the state of the world on data and best practices. She is very

proud of the team and the work they are doing.

Councilmember Geller asked if the requirements as laid out by the budget note could be completed by

the February 28, 2019 deadline. How are we doing on meeting the deadline? Chair Valfre asked if this

would be addressed by the next agenda topic. Assistant Director Seguin said that the budget note process

update is indeed the next agenda topic.

Ms. Roberts then introduced Katherine Galian from Community Action Organization (CAO) in

Washington County and Kate Stokes from Yamhill Community Action Partnership (YCAP) to the

Council.

Ms. Galian then provided highlights about the impact the expansion of SHAP/EHA funding have had on

her programs and in her community. CAO has been able to increase street outreach staffing in


https://caowash.org/

http://yamhillcap.org/

July 6, 2018


Washington County. CAO has also expanded emergency shelter capacity through hotel/motel vouchers

to particularly target medically fragile households. CAO has also been able to expand prevention

assistance to keep as many people in their homes as possible; the increase in funding has allowed them

to better triage housing crisis.

Ms. Stokes then provided a summary of the program work at YCAP. EHA/SHAP bonus dollars have

completely changed the way that YCAP is doing business. YCAP decided to view this new influx of

funds as a onetime occurrence; they decided to bolster services, turn the cube if needed and able and to

do a better job of what they need to do. YCAP began by looking at the ways in which they shelter

people; there are three great shelters, but all are in need of updates and repairs. They began by removing

lead-based paint and replacing windows to help those using the shelter to feel well taken care of. YCAP

then looked at the structure of their program framework. Out of that work a new program emerged:

Homeless Prevention Shelter Diversion. This has become their flagship program. “If we can prevent a

homeless episode from occurring that is what we want to do”. Whatever it is we can do we want to do it

before they reach homelessness. Please take a moment to visit the website for additional details and

program information.

Councilmember Hall thanked the ladies for their presentations and then asked if there was any kind of

networking or sharing among the CAAs on this topic. Ms. Stokes told the Council that the CAAs do talk

to each other and work together under the alliance of the Community Action Partnership of Oregon.

Councilmember Geller thanked Ms. Stokes and Ms. Galian for coming to present to the Council. She

appreciates hearing about what agencies are doing to prevent housing crisis and prevent homelessness.

She also believes it is important for the public to hear the successes as well.

Ms. Stokes said she believes that homelessness can be prevented. If the Community Action Agencies

can tailor their programs to address the specific needs of the people in their communities.

Councilmember Li offered her appreciation for the presentation, even the data parts. First she gave a

shout out to the CAAs here today; they personify the entrepreneurial spirit that is the mission and duty

of CAA. The way both agencies used the money to think differently, question assumptions, and test

things is to be commended and Councilmember Li would like to see more of it. She then brought up the

issue of debt; she would like the Council to address the possibility of using the funds to buy down debt.

People are working and debt is being incurred to pay everyday household expenses. Often times there is

not just a service need, but there is a need for cash. Councilmember Li would like the Council to also

address racial disparity and who is being served through our system and with our dollars. She would also

like to hear how the CAPO network is planning to address racial disparity and what those plans will look

like.

Councilmember Tillman appreciated the stories shared as well as the data points shared. She is curious

how the CAAs plan when the EHA and SHAP money are delivered in phases and the amount distributed

is unknown until it is distributed. Why is the disbursement set up that way? Director Salazar offered to

address the questions posed by Councilmember Tillman. To begin, the Director told the Council that the

level of EHA/SHAP funding being summarized and addressed today is unprecedented. And including

the Council in the discussion is also unprecedented. At the conclusion of the 2018 legislative session,


https://www.anydooryamhill.org/

https://caporegon.org/

July 6, 2018


OHCS had dialog with the CAAs requesting their work plan and their projected work before all funds

were released. This has resulted in a phased approach to releasing the funds to the CAAs. The phased

release of funds was a policy decision made by the Director to allow for the dialog with and collection

of data from the CAAs as well as having a dialog with the Council.

Councilmember Tillman likes the approach of planning before getting the funds. This allows time to

think and strategize and have some shared discussion around the process.

Councilmember DeVries said the thing that struck her is that the funds are one-time funds and likes the

idea of thinking ahead and planning for the future. This reminds her that data work becomes very

important and can help to secure funding in the future.

Chair Valfre thanked all of the Council members for their great questions. He appreciates the sharing of

the success stories and thanked Ms. Stokes and Ms. Galian for bringing a look at the people-side of the

equation.

Budget Note (HB 5201) Process update – Christy Hahn, Homeless Services Operations and Policy

Analyst

Ms. Hahn provided an overview of the budget note work which can be found on pages 59-63 in the

meeting materials packet.

Assistant Director Seguin pointed out the project timeline on page 63 of the meeting materials packet.

The Council will be getting periodic project updates throughout the process. Director Salazar told the

Council that in the next several weeks OHCS will be having discussions with our counterparts in

Washington State about a similar process they have completed in recent years. OHCS will also be

continuing the conversation in partnership with Washington State at the CAPO meeting in early August

to make sure we gather the CAA perspective on the process.

Councilmember Hall appreciates the work that has already been done on a very ambitious project. She

would like to have a status report prior to the next scheduled update in November.

Councilmember Geller would also like to have an update before November. She then expressed some

concerns about the short timeline and the sheer number of CAAs that need to be included in the process

for it to be successful.

Councilmember Li believes there may be a more transformational opportunity available in this process.

She wondered where this plan will intersect with the Statewide Housing Plan, or will this process be

more transactional in nature. She would like to see the project team do a “stop and assess” very much

like what was done at YCAP and CAO with the increased EHA/SHAP dollars in 2018. She is interested

in understanding how the project team will determine the key performance measures in pursuit of the

overall goal. Director Salazar told the Council said that these are the very issues the project team and

staff are wrestling with now. In February OHCS will have the Statewide Housing Plan (SWHP) in hand

with the overarching 5-year vision and goals. Then there are other moving parts that rest beneath the

SWHP, one of them being how we operationalize the goals and make them a reality. This process is a

piece that will serve the overall SWHP.


July 6, 2018


Assistant Director Seguin told the Council that she and the project team do recognize the same concerns

that have been expressed by the members today. This is a very important and complex moment that she

and the project team want to get right. For this kind of transformational change a phased in strategy

seems to be the best practice (as shown through work in other states and organizations).

Councilmember DeVries requested some additional information included in the timeline. She would like

to see the deliverables included in the timeline as well.

Chair Valfre suggested that the Council could potentially be available outside the normal monthly

schedule to work on this project.

Councilmember Tillman said that when looking at the SWHP the project team is being very intentional

about looking at the service-side, the local government-side, the consumer-side, and the equity-lens side.

One piece that would be helpful for her would be to have a sense of the economic drivers that may

influence the SWHP. Director Salazar told the Council that the State Economist will be coming to give a

presentation at the August 3rd

Council meeting.

Councilmember Li asked that the SWHP put an equal emphasis on qualitative and quantitative data. She

would like the team to engage the people who are living the experience through feedback, through co-

creation, and co-problem solving.

Housing Integrator Report –

This report was deferred to a later meeting.

Report of the Director

Director Salazar provided the following updates:

New Council Orientation will be later today.

Veteran Homelessness Convening:

The Director gave a shout-out to staff (Connor McDonnell and Christy Hahn) who worked very hard to

organize and host the convening. It was an event that had over 100 people registered to attend from

around the state who are working to end Veteran homelessness.

Upcoming events:

SWHP priorities survey sent to partners and the general public. The deadline to respond to the survey is

July 13, 2018. There will be updates coming to the Council in August and September.

Document Recording Fee (DRF) outreach activities are scheduled for the week of July 16, 2018. There

will be three events. (1) July 16 will be dedicated to homeownership. (2) July 18 will be dedicated to

rental housing. (3) July 19 will be dedicated to capacity building.

Council Work plan – this is a document that is in the works and will be sent out to the Council members

soon. Highlights of the work plan include the budget note, the SWHP, DRF, etc.

Agency Request Budget – this is due on August 1st and will incorporate the legislative items previously

presented to the Council and the budget request that the agency has proposed. This is the first step in the

budget process. Staff will be briefing the Council on the process at the September 7, 2018 meeting.


July 6, 2018


Workforce Housing Initiative:

Please reference the PowerPoint presentation from the June 1, 2018 meeting. On July 16, the Director

and staff will be meeting with the Governor’s Institute on Community Design to hear from experts from

Minnesota and Massachusetts about their efforts toward workforce housing. The meeting will be in a

workshop format and will include our partner agencies (Business Oregon, State Lands, Land

Conservation and Development, DEQ and others).

Grand Openings/Groundbreaking Event:

August 14, 2018 – Cornerstone apartments grand opening in Salem on Portland Road; this is the very

first LIFT project to open their doors to residents.

Report of the Chair

Chair Valfre said the work of the Council has many moving parts and he is appreciative of the Director’s

involvement with partner agencies. This interaction helps the Council to make better decisions.

He was informed of a grant coming out of DHS that addresses workforce housing. This reminded him

that the housing problem cannot be fully addressed simply by building more units. One area he believes

is important is to help tenants obtain jobs with better incomes and better training.

He expressed his appreciation for the input given by all of the new Council members today. Their input

and perspectives are invaluable.

Chair Valfre adjourned the meeting at 12:48 p.m.


https://www.oregon.gov/ohcs/OSHC/docs/HSC-2018/2-Apr-May-Jun/WHIPresentation-FINAL.pdf




Housing and Community Services North Mall Office Building

725 Summer St NE, Suite B Salem, OR 97301-1266

PHONE: (503) 986-2000 FAX: (503) 986-2020 TTY: (503) 986-2100

www.ohcs.oregon.gov

Date August 3, 2018

To: Housing Stability Council Members

Margaret Solle Salazar, Director

From: Tai Dunson-Strane, Tax Credit Program Manager

Natasha Detweiler-Daby, Housing Finance Policy and Operations

Heather Pate, Manager Multifamily

Julie V. Cody, Assistant Director Housing Finance

RE: 2018 LIHTC and HOME Project Recommendations

_____________________________________________________________________________________

Motion: To approve the funding reservation of the following resources,

The Rose in Portland, $200,000 in Gap, and $500,000 in HTF;

Pioneer Enterprises in Veneta and Molalla, $500,000 in HTF;

Cedar Grove in Beaverton, $400,000 in Gap, $600,000 in HTF, and $92,000 in OMEP;

Low-Income Single Adult Hsg in Portland, $1,090,000 in Gap, $27,930 in OMEP;

Market District Commons in Eugene, $400,000 in Gap, $2,000,000 in HTF;

Silvertowne & Silvertowne II in Silverton, $200,000 in Gap, $640,000 in HTF, $970,281 in

HOME, $60,000 in OMEP;

Canal Commons in Bend, $200,000 in Gap, $1,010,000 in HOME, $970,000 in HTF and $208,611

in OMEP;

Creekside Apts in Central Point, $525,000 in HOME, $725,000 in HTF;

Garden View Apts in Lebanon, $200,000 in Gap, $820,000 in HOME, $640,000 in HTF, $110,000

in OMEP;

Deer Creek Village in Roseburg, $200,000 in Gap, $1,500,000 in HOME, $1,000,000 in HTF

Liberty Lodge in Redmond, $200,000 in Gap, $1,064,668 in HOME

Orchard Homes in Milton-Freewater, $500,000 in Gap, $875,00 in HOME

At the upcoming meeting on August 3rd, you will be asked to approve funding

recommendations for the 2018 HOME and 9% Low Income Housing Tax Credit NOFAs. The

Department received 28 responses to the NOFAs, and the applications have gone through a

rigorous internal and external scoring process prior to being recommended to you for approval.

At the Housing Stability Council meeting, staff will provide Council with a thorough policy


August 3, 2018 LIHTC HOME Recommendations

performance review of key elements within the application process from this year as well as

trends over time.

The attached list provides the full ranking of projects that applied and are being recommended.

The project summary report that follows are grouped by region and provide a high level

narrative overview of each project.

National Housing Trust Fund (HTF) resources were greatly oversubscribed. In order to fund the

highest scoring projects within each region, OHCS staff is recommending providing gap funds in

lieu of HTF projects for the Low Income Single Adult Housing (LISAH) projects in the city of

Portland. This change means that the recommended gap resources for this project exceed the

stated maximum gap funds allowable, which was set by Housing Stability Council. The project

will still be required to meet the 30% AMI restricted units as was required of HTF.

You might notice that Deer Creek Village, in Roseburg is being funded out of rank order. HUD

requires that at least 15% of HOME funds go to a certified Community Housing Development

Organization (CHDO). NeighborWorks Umpqua was the highest scoring CHDO, so their project

was selected for funding in order to be in compliance with HUD requirements and will provide

much needed housing for the community.

In the above motion, we are asking Housing Stability Council to approve the reservation of

resources consistent with established Oregon Administrative Rules1 in cases where the state

loan and grant investment is equal to or greater than $1,000,000, more than half of a total

development budget, or outside agency policy standards. In addition, HUD sources (HOME and

Housing Trust Fund) require visibility and are called out in motions. Housing Stability Council

does not have approval authority over tax credit program resources, such as the 9% LIHTC so

those resources are not included in the above motion.

Please note that one project, the Salem Housing Authority RAD bundle, is not included in the

above motion because the gap fund requests did not meet the minimum threshold for

requiring Housing Stability Council approval.

1 https://secure.sos.state.or.us/oard/viewSingleRule.action?ruleVrsnRsn=239530


https://secure.sos.state.or.us/oard/viewSingleRule.action?ruleVrsnRsn=239530

August 3, 2018 LIHTC HOME Recommendations

While we are asking Housing Stability Council to approve the reservation of the OHCS loan and

grant resources that meet the established guidelines, given that projects apply for resources

early on in the development process, we are not able to provide more detail on final finance

structures other than to confirm that they will fall within established financial policies and

practices as documented in the OHCS Qualified Allocation Plan, General Guidelines Manual, and

Program Manuals.




Low Income Housing Tax Credits (LIHTC) & HOME - Multi Family Housing Awards – 2018

The Rose Portland Reach CDC

58 Units (57 units with Project Based Assistance) Preservation

LIHTC: $996,705 HTF:$500,000 GAP: $200,000

OAHTC: $1,800,000 HOME:$0 OMEP:$0

Survivors of Domestic Violence Homeless

The Rose Apartments (the Rose) is a permanent housing single-room occupancy (SRO) development for homeless, single women that has offered residents safe, affordable housing and access to resident services since 1988. Residents of the Rose are among Portland’s most vulnerable population and include women who have experienced domestic violence, incarceration, substance abuse, prostitution, and mental illness. The property also includes project-based Section 8 vouchers from Home Forward for 57 of the 58 units under the Section 8 Moderate Rehabilitation (Mod Rehab) Single Room Occupancy (SRO) Program which is currently only renewable for one year at a time. The Preservation project will convert the project from a short-term contract to a project with a 20-year contract term under the HUD Rental Assistance Demonstration (RAD) Program. The RAD Conversion will facilitate the preservation of the Rose by providing a reliable, stable, and long-term payment assistance stream that will allow REACH to leverage capital investment by making the project attractive to tax credits investors and lenders. Through this investment, REACH will fully rehabilitate the Rose which has not seen any significant investment for 30 years. Residents will continue to pay 30% of their income in a project that will remain deeply affordable for many more years to come

Pioneer Enterprises Veneta & Molalla Pioneer Property Enterprises LLC


LIHTC: $900,000 HTF:$500,000 GAP: $0

OAHTC: $815,000 HOME: $0 OMEP:$0

Elderly

Pioneer Enterprises Apartments is a Preservation project involving the acquisition, rehabilitation, and consolidated ownership and operation of two existing multifamily housing projects with a total of 52 units currently being operated as separate USDA Rural Development Senior and Disabled complexes in Veneta and Molalla, Oregon. The projects include Pioneer Park (20 Units) and Toliver Terrace (32 Units). This project will preserve the existing affordable projects and guarantee that these apartments remain affordable and available to low-income senior and disabled families in these small communities for 60 years. The preservation will be facilitated by consolidating the two projects into a single ownership entity to optimize efficiencies in both the project development and subsequent operations.

Cedar Grove Beaverton Community Partners for Affordable Hsg.

44 Units (8 units with Project Based Assistance) New Construction

LIHTC: $996,705 HTF:$600,000 GAP: $400,000

OAHTC:$0 HOME: $0 OMEP:$92,000

Family Workforce Homeless

Cedar Grove, a four-story building with 44 units, will activate the corner of NW Murray and NW Cornell roads in the Cedar Mill neighborhood in Beaverton. This project will transform the currently vacant partially paved site from eyesore to a beautiful affordable housing community. This is one of the wealthiest neighborhoods in the State (US Census data); it is estimated there are more than 30,000 jobs within two miles of the site, but a critical shortage of housing units affordable to low-wage workers and their families. As of 2017, the Beaverton School District reports over 1,500 homeless students in the district, representing approximately 4% of the student body -put another way- for every school bus full of kids, three of those students, on average, are homeless. Responding to this local need, in partnership with Community Action and the Washington County Housing Authority, CPAH has dedicated eight (8) units for homeless families. Three (3) three-bedroom units and five (5) two-bedroom units will be set aside and held for homeless families utilizing eight project based vouchers to do so.


Per OHCS data, there are currently zero (0) regulated affordable housing units set aside for currently homeless families in the City of Beaverton. Additional units without Project Based Vouchers will be serving very low income families and we anticipate that other high-barrier families needing affordable housing will be referred to the community. The project will also include affordable units affordable to households at 60% of Area Median Income, which are intended to house the workforce employed in the surrounding community. CPAH is planning for resident services on-site to ensure supportive housing for homeless families and to support all residents with eviction prevention and housing stabilization, community building, while connecting residents to off-site resources.

Low-Income Single Adult Hsg. (LISAH)

Portland LISAH Limited Partnership

72 Units (32 units at 30% AMI; 18 units with Project Based Assistance) New Construction

LIHTC: $966,705 HTF:$0 GAP: $1,090,000*

OAHTC:$1,800,000 HOME: $0 OMEP:$27,930

Homeless Veterans

Transition Projects’ Low-Income Single Adult Housing (LISAH) project, developed over a two-year period with the generous support of $400,000 in grants from Meyer Memorial Trust, is an innovative model for housing extremely low-income homeless adults—a modular co-housing community, delivered at a low per-unit cost. Deeply affordable housing for homeless individuals: The average Transition Projects client in housing is a 44-year-old formerly homeless adult who earns $8,891 per year. In Multnomah County and across Oregon, there is a severe shortage of housing that meets the needs of such individuals. LISAH delivers 72 units of permanent housing for extremely low-income adults transitioning from or at risk of homelessness and further serves homeless veterans through a commitment of 18 project-based Veterans Affairs Supportive Housing vouchers which help the project meet deep affordability targets and also connect veterans to intensive supportive services. All units at LISAH are affordable to individuals earning less than 50 percent of area median income (AMI), , with nearly half affordable to individuals earning 30 percent of AMI. An innovative co-housing model that builds community: LISAH was conceived of as an antidote to the isolation and instability that people experience during homelessness. Residents who previously lived on the street, couch surfed or stayed in institutional settings or shelters will find community and opportunity at LISAH. Common areas are prioritized across the project to encourage social engagement, while private units offer residents a sense of safety and privacy. The project’s 36 single-room occupancy (SRO) units are grouped in small co-housing communities in which six residents share a common kitchen and baths. *sponsor had requested $700,000 in Housing Trust Fund (HTF); staff is recommending substitution of gap funds as HTF was oversubscribed. All HTF rent and income requirements will be adhered to.

Market District Commons Eugene HACSA


LIHTC:$1,105,000 HTF:$2,000,000 GAP: $400,000

OAHTC:$0 HOME: $0 OMEP:$0

Homeless Disabled (IDD)

Veterans Low Income

Born from a community vision, Market District Commons will provide supportive (30% AMI) and low income (60% AMI) workforce housing in a location ideal for both the residents and employees in the surrounding community. The partnership between Homes for Good Housing Agency (formerly known as Housing and Community Services Agency), Lane County, and Obie Companies, representing a strong collaboration between public and private developers, allows for the creation of a vibrant urban village in an area of downtown Eugene targeted for redevelopment. The subject site in Eugene’s “Market District” between downtown and the Willamette River will provide residents with sustainable downtown living, unique access to goods and services, public transportation, work opportunities, and the best recreational opportunities Eugene has to offer. The current area in and around 5

th Street Public Market is Eugene’s most popular location for local shops, restaurants and entertainment. Market

District Commons will include an attractive commercial space and sustainable apartments built to the latest green standards; and will be optimally located to serve a downtown workforce.


Salem HA MF RAD Bundle Salem Salem Housing Authority


LIHTC: $1,275,276 HTF:$0 GAP: $400,000

OAHTC:$1,800,000 HOME: $0 OMEP:$0

Family

A pathway to preserve and revitalize Salem’s public housing: Salem Housing Authority (SHA) is seeking funding for its second phase of public housing conversion through the HUD Rental Assistance Demonstration (RAD) program. For decades, declining federal investment and restrictions on debt financing left housing authorities without the resources needed to maintain their aging housing stock. RAD provides a pathway to preserve and revitalize public housing through conversion of public-housing subsidies to flexible, reliably funded project-based Section 8 subsidies, with the addition of new debt and tax-credit equity. SHA completed its first RAD conversion with the preservation of 62-unit Robert Lindsey Tower in 2015. Subsequently, HUD granted SHA authority to convert another 138 units in its public housing portfolio. The units comprise five separate multifamily sites, which SHA will refinance with a combination of LIHTC and other OHCS resources, City of Salem funding, public housing reserves, and private debt. This application seeks funding to support the conversion of three of the five properties, Brush College Village, Glen Creek Park and Meadowlark Village (SHA Multifamily RAD Bundle), which contain 84 affordable apartment units. Built in the mid-1970s, these properties need costly repairs and systems upgrades that available public housing resources cannot address. Deeply affordable housing for vulnerable residents, 61 percent of whom are children: These 84 units house a very low-income population at risk of homelessness. Average incomes are 39 percent of area median, and 49 households, or 59 percent, have incomes below the federal poverty line. Children under age 18 comprise 61 percent of all occupants, and 36 households are headed by single parents. As in most Oregon cities, average market rents in Salem have jumped dramatically in recent years, increasing by 8 percent in the year ending February 2018, and by 23 percent during the previous three years. The average rent for one-bedroom and two-bedroom apartments in Salem in February 2018 was $951/month, while the average tenant-paid rent for residents of the SHA Multifamily RAD Bundle, set no higher than 30 percent of gross income, is $286/month. Without ongoing rental subsidies, these households could not secure affordable housing in the Salem market.

Silvertowne & Silvertowne II Silverton Integrated Supports for Living Inc.


LIHTC: $857,500 HTF:$640,000 GAP: $200,000

OAHTC:$0 HOME: $970,281 OMEP:$60,000

Elderly Disabled (IDD PHY)

Silvertowne and Silvertowne II (collectively, “Silvertowne”) are existing, adjacent affordable housing complexes exclusively for seniors and people with disabilities in Silverton, Oregon. Both properties, totaling 86 units, are owned and operated by Integrated Supports for Living, Inc (IS Living). IS Living is a Salem based nonprofit and the result of a merger between two earlier nonprofits dedicated to senior housing and disabled populations, Oregon Housing and Associated Services, and Spruce Villa. IS Living’s mission is “To create quality opportunities for seniors and people with disabilities to live and work in a way that maximizes their autonomy.” Preserving Silvertowne, which provides affordable housing where few affordable properties exist, directly supports the organization’s mission. Silvertowne offers affordable options for housing of two of the communities’ most vulnerable populations who might otherwise lose their ability to live independently. In addition, IS Living’s intentionally designed residential services promote the development of a community who care about and look after each other. While difficult to measure, IS Living’s Board believes that the organization’s work provides an additional economic benefit by preserving independence for a population that would otherwise place a heavier burden on state and federal programs. 15 households at Silvertowne have someone with a disability, with the rest being seniors (the average age of residents between the two sites is 79), and 33 households are below 30% AMI for Marion County.


Canal Commons Bend Pacific Crest Aff Hsg LLC

48 Units (4 units restricted at 30% AMI) New Construction

LIHTC: $1,151,726 OAHTC:$1,800,000 HTF:$970,000 HOME: $1,010,000 GAP: $200,000 OMEP:$208,611

Family Low Income

Canal Commons will be a 48 unit apartment community (12 one-bed/one-bath, 28 two-bed /one-bath, 8 three-bed/two-bath) for families and workforce households in Bend, OR with rents set at 30% - 53% of AMI for 60 years. Canal Commons is located on Bend’s northeast quadrant with beautiful views of the Cascade Mountains, an adjacent canal, and the adjacent 127 acre Pine Nursery Public Park (the property’s views are featured on the cover of this application). Trails flank both sides of the canal and weave throughout the adjacent park providing a popular place to exercise. Ponderosa Elementary, a “high scoring school” per OHCS, Trinity Lutheran School (K-8), and St. Francis School (K-8) are all within walking distance. A small retail center with a restaurant, a hair salon, and shops is only ½ block away. The 6 and 7 busses both stop ½ mile from the property. Canal Commons presents a rare opportunity to develop affordable housing in one of the most up-and-coming neighborhoods in Bend!

Creekside Apts Central Point Housing Authority of Jackson County


LIHTC: $996,705 HTF:$725,000 GAP: $0

OAHTC:$0 HOME: $525,000 OMEP:$0

Family Veterans Homeless DHS

Low Income

Creekside Apartments is a proposed, multi-family, new-construction complex with 50 units of housing. The site in Central Point was chosen due to close proximity to community services, schools, employment centers, grocers, and public transportation. Twenty-four of the units will have project based rent assistance while the balance will be affordable to households earning 50% AMI or less. One unit, for an onsite manager, will be a non-income qualified unit. Creekside Apartments will integrate 8 units of permanent supportive housing dedicated to homeless veterans using project-based Veterans Affairs Supportive Housing (VASH) vouchers. The Housing Authority of Jackson County (HAJC) and the Veterans Affairs Southern Oregon Rehabilitation Center and Clinics (VA SORCC, or VA) will collaborate to provide supportive services to the veterans residing at Creekside Apartments. An additional 8 units will be set aside as Family Strengthening Units, subsidized with project-based vouchers. HAJC and the Oregon Department of Human Services will collaborate to provide supportive services to families residing in the Family Strengthening units. Another 8 units will be set aside for project-based housing choice vouchers for individuals and families. Project-based vouchers will allow HAJC to serve families and veterans from extremely low income down to zero income.

Garden View Apts Lebanon Linn-Benton Housing Authority


LIHTC: $999,990 HTF:$640,000 GAP: $200,000

OAHTC:$0 HOME: $820,000 OMEP:$110,000

Elderly Veterans

HIV

Garden View Apartments will provide 48 new apartments affordable to low-income seniors, including formerly homeless veterans and residents living with HIV/AIDS, who earn zero to 60 percent ($23,160) of area median income in Lebanon, Oregon. Project sponsor, Linn-Benton Housing Authority (LBHA) is the area’s largest affordable housing provider. In 2016, LBHA purchased the Garden View site, secured a conditional-use permit for senior housing, and applied for (and did not receive) OHCS funding. Lebanon is a rural community of over 16,000, located 36 miles southeast of Salem. Garden View will increase Lebanon’s supply of affordable senior housing by more than 56%, dramatically reducing what is now a two-year wait for seniors trying to access LBHA housing. Nine project-based Section 8 and three Veterans Affairs Supportive


Housing (VASH) rent vouchers will ensure that vulnerable residents pay no more than 30% of their incomes toward rent. At Garden View, both HUD and Oregon Health Authority’s Oregon Housing Opportunities Partnership (OHOP) will achieve a long-planned goal: to provide project-base rent vouchers to formerly homeless veterans and seniors living with HIV/AIDS, populations that have difficulty using tenant-based vouchers on the open market. Garden View will be Oregon’s first affordable housing project to serve seniors living with HIV/AIDS. An elder-friendly housing community that lowers pressure on public-health services. Veteran residents and seniors living with HIV/AIDS at Garden View will access health care and other services from the Oregon Department of Veterans Affairs and OHOP. For specialized health-care providers, Garden View will offer a central place to visit clients who would otherwise live in dispersed locations. Regardless of health status, Garden View residents will see improved health outcomes at a low cost to the public-health system because they have support to age in place.

Deer Creek Village Roseburg Neighborworks Umpqua


LIHTC: $1,400,000 HTF:$1,000,000 GAP: $200,000

OAHTC:$715,000 HOME: $1,500,000 OMEP:$0

Disabled (PHY SPMI IDD) Alcohol/Drug Free Elderly Family

Homeless Veterans Low Income

Deer Creek Village aims to create housing that is safe, healthy, and affordable for residents of Roseburg and Douglas County that have trouble securing and retaining housing in the conventional market, due to income and/or work history, disability, age, veteran status, or experiences with housing instability, homelessness, or incarceration. The project will have a preference for veterans, especially low-income veterans with special needs, but the project does not seek to serve veterans exclusively. Deer Creek Village will cater to individuals and small families with its mix of studio (18 units), one-bedroom (41), and 2 bed-room units (9 units), making less than 60% of the Area Median Income. 10 units will be set aside for individuals at or under 30% AMI with a disability, including severe mental illness. These units will receive rental assistance through the HUD Section 811 PRA program. The balance of units will offer affordable rents compared to market rate properties. Deer Creek Village is informed by the principles of inclusionary housing, seeking to provide affordable housing to wide range of people of all ages, backgrounds, and abilities. The property incorporates energy efficiency, long term durability, and universal design criteria. All of the units will be designed to be visitable and adaptable. Deer Creek will be the first major new housing development in Roseburg since 2013 and will help meet a community need by providing 68 units of new housing.

Liberty Lodge Redmond Housing Impact LLC


LIHTC: $0 HTF:$0 GAP: $200,000

OAHTC:$0 HOME: $1,064,668 OMEP:$0

Disabled (IDD)

Liberty Lodge will be a two-story 8-plex, with a community room, serving persons with disabilities. Residents will be people who have been formerly diagnosed with a disability and qualify for state and federal support services with a preference for individuals who are Intellectually/Developmentally Disabled (I/DD). With rents 40-50% below market, Liberty Lodge will create affordable housing opportunities for this special needs population to live independently with minimal to moderate outside support. With limited opportunities to increase income, the housing crisis has had a disproportionate impact on disabled individuals. Liberty Lodge will help mitigate that impact. Housing Impact has an MOU with the Redmond Association for Successful Community Living (RASCL) to provide a whole spectrum of resident services for this development. RASCL and the other referral agencies are currently providing services with very successful outcomes for I/DD individuals at a similar 5-plex in Redmond. Properties like this provide stable housing, dignity and empowerment. As one of those resident explains, “I bought my own furnishings, I decorated my own home, I love my community of friends, I have never been happier and I am so proud of myself.” All 5 of these residents are currently employed and have not moved since construction was completed 2 years ago.


Orchard Homes Milton-Freewater Umatilla


LIHTC: $0 HTF:$875,000 GAP: $500,000

OAHTC:$0 HOME: $875,000 OMEP:$0

Family Farmworkers

Originally constructed to house the workers supporting farming communities in the immediate area. At the time of construction, farm labor was comprised largely of transient migrant workers. A substantial portion of these workers traveled alone and required one-bedroom apartments. Over the last 5 years there has been a shift in the makeup of the workers. Single farmworkers have declined substantially. Many of the workers are now staying year round and have families. This has created a higher demand for 2 and 3 bedroom units, while creating high vacancy for the 1 bedroom units. The proposed project would consist of the conversion of 30 of the one-bedroom units into 15 three-bedroom units to meet the needs of the current farmworker family makeup


OHCS 2018 9% LIHTC and HOME NOFA

Regional Distribution by Score

Metro Region

Funding RecProject Name City GAP $ HOME $ HTF $ LIHTC9 $ OAHTC $ OMEP $ Total Costs Population (Services)

Total

Units Pres PBA

Type of

PBA

Yes The Rose Portland $200,000 $0 $500,000 $996,705 $1,800,000 $0 $14,646,785 HOM DV 58 Y 57 PBV

YesPioneer Enterprises (Pioneer Park & Toliver Terrace)

Veneta &

Molalla $0 $0 $500,000 $900,000 $815,000 $0 $10,424,750 ELD 52 Y 47 RD

Yes Cedar Grove Beaverton $400,000 $0 $600,000 $996,705 $0 $92,000 $14,321,892 FAM HOM WF 44 N 8 PBV

YesLow-Income Single Adult

Hsg (LISAH) Portland $1,090,000 $0 $0 $950,088 $0 $27,930 $11,597,968 HOM VETS 72 N 18 VASH

Hillside Manor Milwaukie $0 $0 $500,000 $1,993,000 $0 $42,805 $32,627,272 ELD DIS (SPMI, IDD) 100 Y 100 RAD / Sec 8

75 point min The Alta at 18th SW Portland $400,000 $0 $0 $1,446,345 $0 $60,516 $14,946,837 ELD 48 N 075 point min Bridge Meadows Lynwood Portland $400,000 $0 $1,260,000 $996,705 $425,000 $39,643 $9,705,428 FAM ELD DIS (PHY) CH 17 N 075 point min Kafoury Court Apts Portland $400,000 $0 $0 $925,000 $761,733 $54,138 $10,628,426 FAM ELD WF CH 35 N 0

Non-Metro PJ Region


Total

Units Pres PBA

Type of

PBA

Yes Market District Commons Eugene $400,000 $0 $2,000,000 $1,105,000 $0 $0 $14,478,198 HOM VETS WF DIS (IDD) 50 N 15 PBV

YesSalem HA MF RAD Bundle (Brush College Vlg / Glen Cr Vlg /

Meadowlark Vlg) Salem $400,000 $0 $0 $1,275,276 $1,800,000 $0 $26,642,232 FAM 84 Y 84 Sec 8

Nueva Luz Apts Salem $400,000 $0 $0 $890,000 $0 $0 $13,597,917 FAM FW 42 N 41 RD

75 point min Delta Court Village Eugene $0 $0 $0 $484,000 $0 $0 $5,848,741 FAM WF CH YO 22 N 6 PBV

Balance of State Region


Total

Units Pres PBA

Type of

PBA

Yes Silvertowne & Silvertowne II Silverton $200,000 $970,281 $640,000 $857,500 $0 $60,000 $9,721,268 ELD DIS (IDD PHY) 86 Y 54 RD

Yes Canal Commons Bend $200,000 $1,010,000 $970,000 $1,151,726 $1,800,000 $208,611 $15,077,157 FAM WF 48 N 0

Yes Creekside Apts Central Point $0 $525,000 $725,000 $996,000 $0 $0 $13,053,150 FAM HOM WF VETS DHS 50 N 24 PBV / VASH

Yes Garden View Apts Lebanon $200,000 $820,000 $640,000 $999,990 $0 $110,000 $12,283,478 ELD VETS HIV 48 N 12 PBV / VASHRogue Valley Apts (White City I & II / Eagle Pt)

White City /

Eagle Point $400,000 $900,000 $900,000 $1,295,000 $1,800,000 $43,911 $16,715,260 FAM 76 Y 54 RD / PBV

Hood River Community Hsg Hood River $400,000 $0 $610,000 $1,785,808 $0 $43,225 $23,648,126 FAM ELD FW WF CH YO 65 N 35 PBV

East West Preservation (Meadowlark Ct / Jefferson Ct /

Malheur Vlg)

Myrtle Creek /

Madras / Vale $200,000 $500,000 $500,000 $1,549,476 $0 $0 $17,387,864 FAM DIS (PHY) WF 92 Y 75 RD

Phoenix Crossing Bend $0 $0 $500,000 $446,079 $0 $0 $5,560,103 HOM DIS (PHY) DV 24 N 24 PBV

Patriot Heights Stanfield $200,000 $836,750 $0 $810,500 $0 $0 $9,389,479 FAM 40 N 0

YES CHDO Deer Creek Village Roseburg $200,000 $1,500,000 $1,000,000 $1,400,000 $715,000 $0 $17,044,974FAM ELD HOM ADF WF VETS DV PI DIS

(PHY SPMI IDD)68 N 10 811 PRA

Village at Hickory Place Albany $400,000 $0 $0 $1,700,000 $1,800,000 $15,400 $18,204,424 ELD 80 N 0

Lincoln Meadows Grants Pass $200,000 $885,000 $500,000 $990,000 $1,049,428 $0 $12,218,117 FAM ADR DV PI 52 N 0

75 point min Merwyn Hotel Astoria $165,906 $0 $0 $556,018 $0 $0 $7,180,899 WF 40 N 6 PBV

LIHTC NOFA

7/26/2018August 3, 2018 Housing Stability Council Page 39

OHCS 2018 9% LIHTC and HOME NOFA

Regional Distribution by Score


Total

Units Pres PBA

Type of

PBA

Yes Liberty Lodge Redmond $200,000 $1,064,668 $0 $0 $0 $1,419,668 DIS (IDD) 8 N 0

Yes Orchard Homes Milton-Freewater$500,000 $875,000 $875,000 $1,800,000 $0 $10,277,560 FAM FW 128 Y 39 RD

75 point min Levens St Hsg for Veterans Dallas $875,000 $1,133,480 $0 $0 $0 $2,788,480 HOM VETS 12 N 0

HOME NOFA

7/26/2018August 3, 2018 Housing Stability Council Page 40

Oregon Economic and Housing Outlook

August 3rd, 2018 Oregon Office of Economic Analysis

Josh Lehner

Disclaimer: The views expressed here are solely those of the presenter, they do not necessarily represent official State of Oregon policies or positions.


Oregon Office of

Economic Analysis 2

Economy Still Expanding


Oregon Office of

Economic Analysis 3

Labor Market Getting Tight


Oregon Office of

Economic Analysis 4

Feel Good Part of Business Cycle Has Arrived


Oregon Office of

Economic Analysis 5

Outlook: Growth, but Slower


Oregon Office of

Economic Analysis 6

Risk: Fed Policy


Oregon Office of

Economic Analysis 7

Risk: Trade War


Housing


Oregon Office of

Economic Analysis 9

Affordability

Quality of Life

Economic Strength

Policy The Housing Trilemma Cities face tradeoffs in terms of housing affordability, job availability and quality of life. Comparing the 100 largest MSAs in the country.

Source: David Albouy, BEA, BLS, Census, IHS Global Insight, Oregon Office of Economic Analysis

• Youngstown, OH

Detroit, MI •

• Albuquerque, NM

• Omaha, NE

Oklahoma City, OK •

Raleigh, NC •

El Paso, TX •

• Atlanta, GA • Tampa, FL Providence, RI •

Sacramento, CA • • Seattle, WA

Portland, OR • Denver, CO •

Boise, ID • Austin, TX •


Oregon Office of

Economic Analysis 10

Affordability: Statewide Challenge


Oregon Office of


Affordability: Macro Risk


Oregon Office of


Statewide Supply Problem


Oregon Office of


•Lending •Lots •Labor •Land Use •Confidence

Housing Supply Constraints


Oregon Office of


Outlook: A Little More Supply


Oregon Office of


Outlook: A Little Less Demand


Oregon Office of


•Economic Outlook •Expansion continues •Risks coming into focus •Fed, Trade War, Oil Shock, Affordability

•Housing Outlook •Construction activity growing •Affordability set to improve • Incomes rising and population growth slowing

Bottom Line


Oregon Office of


[email protected]

(503) 378-4052

www.OregonEconomicAnalysis.com

@OR_EconAnalysis

Questions and Contact




MEMORANDUM

TO: HOUSING STABILITY COUNCIL

FROM: SHOSHANAH OPPENHEIM AND KENNY LAPOINT

SUBJECT: STATEWIDE HOUSING PLAN UPDATE

DATE: JULY 25, 2018

This memo outlines the topics addressed in the Statewide Housing Plan presentation on August 3, 2018.

Policy Priority Engagement and Outreach

The goal of the engagement and outreach sessions scheduled throughout May, June and July was to present a summary of nine policy priorities, the rationale supporting advancement of the policies and to understand the support for the direction of the plan. The presentation provided during the events was very similar to what the Housing Stability Council heard at the May council meeting, highlighting the populations most likely to experience homelessness, the impact of housing burden, challenges extremely low income Oregonians experience finding safe, affordable and decent housing. Additionally, the presentation addressed housing quality, access to homeownership and the particular challenges facing rural Oregon. Across all points we highlighted the disparities facing people of color and other populations such as: . A copy of the presentation can be found at: https://www.oregon.gov/OHCS/pages/index.aspx

To gather feedback on the draft policy priorities and to ensure the plan is headed in the right direction, staff attended several community meetings and workgroups to gather input from our stakeholders including:

• The Housing Authority Workgroup • Community Action Partnership of Oregon • Agriculture Workforce Housing Facilitation Team • The Housing Alliance • Housing Oregon, Policy Committee • The Statewide Supportive Housing Strategy Workgroup • Department of Human Services, Aging and Disability Staff • Tenant forums with Community Alliance of Tenants in Gresham and Medford

In addition, OHCS hosted in person meetings in Salem and Eugene, and presented a webinar with 102 attendees with representation from local governments, developers, service providers, community action agencies and advocates. Additionally, staff reviewed and considered how the policy priorities could be translated into action.


https://www.oregon.gov/OHCS/pages/index.aspx

2

Support for the direction of the Statewide Housing Plan and the policy priorities was consistent throughout the outreach process.

Policy Priorities

Below is a short summary of each policy priority, high level feedback from our partners from the survey or conversations, and some of the strategies that are evolving to advance the priority.

Policy Priority 1. Establish OHCS agency, program-wide equity review.

Most survey respondents (over 90%) gave this policy priority a score of “3” or higher. Seventy percent of respondents gave it a score of “4 or 5.” There is strong support that performing an equity review is on the right track. We have consistently heard about the need to disaggregate data and to include information about LGBTQI+ and other populations. Advancing equity will definitely be a priority for OHCS’ work through the Statewide Housing Plan. Some strategies that would move this policy forward include: performing an equity assessment, incorporating cultural competency and person centered approaches in program design. OHCS will also work to involve communities effected by OHCS’ polices as we develop strategies to address disparities. This policy priority is also evolving into a compass point for the plan. Compass points are guiding principles. Strategies that focus on equity, and other compass points, will be highlighted throughout the plan.

Policy Priority 2. Target resources to specific populations to address disparities and unique needs.

The value of targeting resources to make significant impact was clearly understood by the survey respondents. Most survey respondents (92%) gave this policy priority a score of “3” or higher. Sixty-nine percent of respondents gave it a score of “4 or 5.” While many respondents wanted to know more about the impact of targeting or how it would be implemented, there was strong support for this direction. Examples of strategies to advance this priority could involve leveraging funds to reduce the numbers of veterans and families with children experiencing homelessness. There was consensus at the Executive Team that this policy priority should be integrated with policy priority 3, which focuses on homelessness and prevention.

Policy Priority 3. Develop a coordinated statewide approach to prevent and end homelessness.

Most survey respondents (89%) gave this policy priority a score of “3” or higher. More than seventy percent of respondents gave it a score of “4 or 5.” There was strong support from survey respondents in support of this policy priority. In addition, there was a wide variety of implementation suggestions including housing first, engaging homeless persons in the creation of solutions, and developing programs that align with the needs of the community being targeted. In addition to the suggestions made by our partners, OHCS is considering recommendations made by the Technical Assistance Collaborative


3

(TAC) through the promising practices research for the Statewide Housing Plan. The TAC recommendations include:

• Capitalize on opportunities to demonstrate leadership/convening power • Targeted, outcome-oriented contracting • Leveraging state resources • Promote strong local practices and the relationships and networks

needed for those practices to be effective • Invest in the infrastructure to make partnerships successful

Strategies will include prevention and support, leveraging resources, and enhanced coordinated entry. We would expect to see results that include a reduction in homelessness, equitable distribution of services, improved crises support and a strengthened delivery system.

Policy Priority 4. Create a Permanent Supportive Housing Strategy.

Most respondents (89%) gave this policy priority a score of “3” or higher. More than seventy percent of respondents gave it a score “4 or 5.” Permanent Supportive Housing (PSH) has consistently ranked as a high priority for our stakeholders and partners. There is clear need for the supportive services called out in this strategy. Many recognize the need for increased funding for PSH to be a successful tool in addressing chronic homelessness. The Statewide Permanent Supportive Housing Workgroup is actively engaged in the development of strategies to implement this priority. We expect the workgroup to complete their work in 2019 and are currently seeking opportunities to develop stronger connections and partnerships that will lead to the development of more units with adequate funding to support the service needs of PSH. OHCS expects to see increased housing stability and reductions in chronic homelessness as results from this investment.

Policy Priority 5. Create an impactful multifamily housing strategy.

All but three survey respondents (98%) gave this policy priority a score of “3” or higher. More than eighty percent of respondents gave it a score of “4 or 5.” No respondents gave this priority the lowest score of “1.” Support for this priority is high. Our community conversations highlighted the need for larger units and multigenerational housing, as well as seeking out innovation. OHCS is working to develop strategies that address supply, preservation and acquisition. Our efforts will be coordinated to support community services programs, develop permanent supportive housing and reduce barriers to accessing funding. We are also looking at how to preserve unsubsidized affordable housing, referred to as naturally occurring affordable housing. The promising practice research for the plan increased interest to learn if OHCS can be effective in preserving affordable housing available on the open market. Potential results that can be expected from this priority include clearly articulated funding priorities, a regularly updated and published funding calendar and reductions in housing instability and rent burden for low-income Oregonians.

Policy Priority 6. Pursue Income Generating Models.


4

Most respondents (91%) gave this policy priority a score of “3” or higher. Sixty eight percent of respondents gave it score of “4 or 5.” While there is clear support from survey respondents to generate more funds to support OHCS’ mission, in the open ended responses and through in person conversations there were a wide range of questions about the impact to partners. OHCS is developing a program to implement this priority within its Homeownership Section and exploring other models that will maximize resources to address the housing and community service needs of low income Oregonians. This priority reaches across OHCS’ programs and will be considered a compass point for the plan. Strategies that focus on maximizing resources will be highlighted throughout the plan. Anticipated outcomes from this policy priority would be an increase in resources available to serve Oregonians.

Policy Priority 7.Build and emphasis on healthy homes.

Most survey respondents (92%) gave this policy priority a score of “3” or higher. Sixty-nine percent of respondents gave this priority a score of “4 or 5.” While this priority garnered a lot of support from survey respondents and through in person outreach sessions, there was the desire for more clarity and details about what “healthy homes” means. A strong partnership exists between OHCS and the Oregon Health Authority (OHA), which has led to significant agreement over priorities to improve the built environment. Because this priority has application throughout OHCS’s programs it will be considered a compass point for the plan development. Strategies that promote healthy homes will be in many areas of the plan and expected outcomes include improvements in housing quality and physical health.

Policy Priority 8. Expand homeownership and tackle disparities.

Most survey respondents (85%) gave this policy priority a score of “3” or higher. Sixty-five percent of respondents gave it a score of “4 or 5.” The responses indicate that OHCS must be clear about how homeownership fits into the continuum of housing for working families. While there are many advocates for homeownership, concern was expressed that investments will be made in homeownership at the expense of rental housing. Strategies that can advance this priority may include: leveraging programs that subsidize homeownership like the IDA program and support working families in subsidized housing to access homeownership. Outcomes for this priority would include improvements in housing stabilization, asset wealth, health, access to education and jobs and reducing the homeownership gap for people of color.

Policy Priority 9. Invest strategically in Oregon.

Nearly all (98%) survey respondents gave this policy priority a score of “3” or higher. Seventy-seven percent of respondents gave it a score of “4 or 5.” No respondents gave it a score of “2” and only one respondent gave it a score of “1”. Throughout our conversations about the Statewide Housing Plan it has been clear that people in small communities are facing significant challenges to housing stability. The partners that serve rural and frontier communities are facing capacity and other challenges that make providing affordable housing and community services extremely difficult. We also


5

learned about programs serving small communities in other states, they suggest interesting ways to incentivize building in rural communities and to match developers with projects. As a result of what we learned, strategies that OHCS will implement will need to be flexible to address the unique needs of these smaller communities and the department will need to be increasingly coordinated with the efforts of other agencies. Results include increased housing supply and improvements in housing quality in smaller communities.

Project Schedule

OHCS staff are planning a workshop to further refine our work and to develop strategies to move these priorities forward. ECONortwest is has moved into the role as prime contractor and is expected to deliver an 80 percent draft by the end of August. Public review of the final draft is scheduled for early November.







PHONE: (503) 986-2000 FAX: (503) 986-2020 TTY: (503) 986-2100

www.ohcs.oregon.gov

Date August 3, 2018



From: Dolores Vance, Preservation Program Manager

Heather Pate, Manager Multifamily

Julie V. Cody, Assistant Director Housing Finance

RE: Briefing for Publicly Supported Housing Preservation Program

_____________________________________________________________________________________

In 2017 the Oregon Legislature invested in preservation through both the passage of the HB

2002 Publicly Supported Housing Preservation program as well as the commitment of $25

million in lottery backed bonds for affordable housing preservation. The August council meeting

will focus on the preservation program and implementation of the statute which will be a key

piece of our overall Preservation strategy. In September, we anticipate bringing the Council

policy considerations and a funding framework for the $25 million but that is not the focus of the

August discussion.

Background Summary:

The Publicly Supported Housing Preservation program, initiated by HB 2002 (2017), is a new

program for OHCS. The program provides the legal basis for preserving existing subsidized

affordable housing. It does this by creating a formal notice process for those projects with near-

term affordable expirations. The program provides opportunity to identify a qualified purchaser

(i.e., OHCS through a “designee” or local government entity) that would retain the project’s

affordability versus letting it convert to market. While existing affordable project owners are

only required to give notice, projects that have affordability established after HB 2002 passed are

also required to give right of first refusal to qualified purchasers once the owner accepts a 3rd

party offer. In such a case, an owner must accept the first received right of first refusal offer that

matches the 3rd

party offer.

Since HB 2002 passed in 2017, OHCS has gone through the process of convening stakeholder

groups to develop the Oregon Administrative Rules (OAR) required to implement this program.

The OARs are close to completion as the public comment hearing was held on July 16, 2018 and

the public comment period ends August 21, 2018 at 5:00 pm. The rules will be known as OAR

813-115-0001 through 813-115-0100. HB 2002 requirements will be one critical tool in the

OHCS preservation strategy.


August 3, 2018

Publicly Supported Housing Preservation Program

Page 2 of 4

Process Details:

Eligible properties are those approaching the 2-year timeframe from expiration of affordability

restrictions, which would result in withdrawal of the property from the state’s publicly supported

housing inventory. Owners are required to send notices to OHCS and local government no later

than 2-years prior to expiration, providing information about their intention regarding the

property, such as their intention to renew the Section 8 project-based rental assistance contract.

Owners are also required to send a notice to OHCS and local government no later than prior to

13-months from expiration which provides them with the “Opportunity to Offer to Purchase”.

However, if the affordability restrictions that are expiring are related to a project-based Section 8

contract that is going to be renewed, the 13-month notice is not applicable.

The program provides an opportunity to make an offer to purchase by local government and

OHCS (through a “designee”). Collectively, local government and the OHCS designee are

“qualified purchasers”, which have a 90-day timeframe to make offers to the owner in an effort

to preserve the participating property through new ownership. Owners are not required to accept

offers from qualified purchasers during this opportunity period. Successful qualified purchasers

must enter into a new contract to preserve the subject property as publicly supported housing.

There is an additional preservation opportunity for qualified purchasers regarding properties with

contracts executed or renewed on or after October 6, 2017. This opportunity is the right of first

refusal and affects properties in which: (1) the affordability restriction contract was executed or

renewed on or after the passage of HB 2002 (October 6, 2017); (2) qualified purchaser(s) made

offers to purchase that were not accepted; (3) the qualified purchaser offer period has ended; (4)

the owner accepted a 3rd

party offer in which that buyer does not intend to preserve the property;

(5) qualified purchasers that previously submitted timely offers have right of first refusal to

match such 3rd

party offer; and (6) owner shall accept the first matching or mutually modified

right of first refusal offer the owner receives from a qualified purchaser. If there are no matching

offers made, the owner can complete the sale to the 3rd

party buyer.

Related Program Processes

The preservation program also includes related items that in process of development including:

Local government application (to add local government subsidy programs)

OAHI Memorandum of Understanding (MOU) with local government

Designee procurement contract (To obtain contractor to handle OHCS designee process)

Preservation program training materials for OHCS website (PowerPoint with audio)


August 3, 2018


Page 3 of 4

Participating Property Notices

The state’s inventory of affordable housing, known as Oregon Affordable Housing Inventory

(OAHI), is a vital part of the program as it will provide project-specific data to the public,

including data regarding expiration of affordability restrictions.

There are several participating properties that will be subject to the Owner notices relatively soon

as they are approaching the 2-year and 13-month notice periods for expiration of affordability.

Since no local government subsidy programs are included yet in the program, the notices will be

from three categories of participating properties: (1) Section 8 only; (2) Rural Development only;

and (3) OHCS portfolio (including layered rental assistance from HUD and RD).

(1) Section 8 only expiring (130 total properties in this group)

13-month notice will not apply unless Owner choses to opt-out (not renew with HUD)

No opt-out notices have been received yet.

2-year notices start in November 2018

Year Properties Notes

2019/20 12 Past the 2-year notice. OHCS will

ask for voluntary notice for

program monitoring purposes.

2020 3 (1 local government owned) November (2 properties)

December (1 property)

2021 17 (1 local government owned) Due to send notices throughout

2019

(2) RD only expiring (80+ total properties in this group)

2-year notices start in January 2020

None are owned by local government (through 2026)

Year Properties

2022 1

2023 0

2024 4

2025 1

2026 0

(3) OHCS Expiring (no Section 8 or RD affected)

2-year notices start in October 2019

Year Properties

2021 2 (0 local government owned)


August 3, 2018


Page 4 of 4





Note: Sixteen (16) properties in the OHCS portfolio will expire in 2019 and 2020 that do not

meet the definition of “publicly supported housing” as they are not multifamily rental housing

developments with 5 or more units subject to affordability restrictions. Six (6) of those non-

participating properties are owned by local government. Additionally, two (2) participating

properties will expire in 2019 that are less than 13-months from expiration and, therefore, are not

subject to this preservation program. One property has 6 units and the other has 8 units. Neither

of those properties are owed by local government.





PHONE: (503) 986-2000 FAX: (503) 986-2020 TTY: (503) 986-2100

www.ohcs.oregon.gov

Date: August 3, 2018



From: Rick Ruzicka, Operations & Policy Analyst

Natasha Detweiler-Daby, Operations & Policy Analyst

Re: HB-2912 – Affordable Housing Land Acquisition Revolving Loan Program (LAP)

______________________________________________________________________________

Purpose: To introduce the Housing Stability Council with a policy framework for the

implementation of HB-2912 - Affordable Housing Land Acquisition Revolving Loan

Program (LAP) and solicit feedback on key policy questions.

Program Summary:

In 2017 the Oregon Legislature passed HB 29121, the Affordable Housing Land Acquisition Revolving

Loan Program (LAP). OHCS contributed $2.5 million in funds to initiate the program, with the

expectation that additional resources could be added to the program in the future. The purpose of this

program is to be responsive to the market and provide financial assistance to eligible organizations for the

purchase of land to hold in the early stages of planning for affordable housing development.

Process Overview and Next Steps:

Internal and external advisory groups were established to assist in developing a detailed framework to be

used for program implementation. You will find, following this memo, the current draft LAP framework

for consideration. This overall program framework reflects the policies built into the associated draft

Oregon Administrative Rules2 and draft LAP Policy Manual

3. At the August Housing Stability Council

(HSC) meeting we plan to introduce the LAP framework and solicit feedback on key policy questions,

which are noted below. Once we incorporate HSC feedback, we will make any needed updates to the

program framework to bring back to HSC at the September meeting for approval.

Once the framework and associated documents are finalized, we will publish the Oregon Administrative

Rules for public comment and eventual implementation. We are working to finalize the remaining policy

manuals and associated OHCS roles and responsibilities and would anticipate opening the program during

the last quarter of 2018.

1 https://olis.leg.state.or.us/liz/2017R1/Downloads/MeasureDocument/HB2912

2 https://www.oregon.gov/ohcs/HD/MFH/Land-Acquisition-Program/LAP-OAR.pdf

3 https://www.oregon.gov/ohcs/HD/MFH/Land-Acquisition-Program/LAP-Manual.pdf


https://olis.leg.state.or.us/liz/2017R1/Downloads/MeasureDocument/HB2912

https://www.oregon.gov/ohcs/HD/MFH/Land-Acquisition-Program/LAP-OAR.pdf

https://www.oregon.gov/ohcs/HD/MFH/Land-Acquisition-Program/LAP-Manual.pdf

August 3, 2018

Land Acquisition Program

Key Questions for Housing Stability Council Consideration:

1. Does the LAP program framework adequately align with your understanding of intent and OHCS

mission and goals? Fundamental to this program is being responsive to market needs for acquisition

funds in cases where affordable housing developments are not yet fully conceptualized. As initial project

concepts are bound to change significantly, we are not able to use those project plans to prioritize

projects, nor are we able to guarantee that the LAP recipient will be successful in pursuing resources in

future OHCS development offerings. Partner feedback has been very good and we have tried to align the

program with usability, intent and OHCS mission and goals in mind. Does the Council feel this has been

achieved?

2. Any concerns about geographic targeting for usability of the program? Early conversation with both

internal and external advisory groups identified that, given the low level of resources available and the

desire to make an impact, that this round of LAP funds would be a good opportunity to focus on making

rural investments.

While varied definitions of rural were considered, including the use of CDBG non-entitlement areas, the

Rules Advisory Committee preferred to use a more consistent definition of rural. Accordingly, the LIFT

definition was adopted into the LAP framework.

In order to ensure usability, this geographic targeting of funds will be in place for the first 6 months for

the Homeownership set-aside and for 12 months for the Rental Housing set-aside.

3. Does the council feel that equity tie for LAP is sufficient? In order to address equity in this

program, we have created a Diversity, Equity and Inclusionary Agreement4 based on the equity

work of Meyer Memorial Trust5. This DEI agreement will serve as a first tiebreaker in a case

where there are more requests for funds than resources available.

4 https://www.oregon.gov/ohcs/HD/MFH/Land-Acquisition-Program/LAP-DEI-Agreement.pdf

5 Meyer Memorial Trust DEI Spectrum Tool & Equity Strategies


https://www.oregon.gov/ohcs/HD/MFH/Land-Acquisition-Program/LAP-DEI-Agreement.pdf

https://docs.google.com/document/d/e/2PACX-1vQVzI7Zhlu1Q08JmN8DktpzK8ZwEZhczKv2d2y6Iw_v9MknsXm1V_VBBn9QEWG9VLxT7_Ca43Tsbevp/pub

https://mmt.org/sites/default/files/inline-files/Meyer%20-%20SampleEquityStrategies.pdf

7/27/2018

Page 1 of 4

Program Framework:

Affordable Housing Land Acquisition Revolving Loan Program (LAP)

Program Intent:

The purpose of this program is to be responsive to the market opportunities by providing financial

assistance to eligible organizations for the purchase of land to hold in the early stages of planning for

affordable housing development.

Program Eligibility and Terms:

Eligible Organizations –

Local government, local housing authorities, nonprofit communities or neighborhood-based

organizations, federally recognized Indian tribes in this state and regional or statewide nonprofit

housing assistance organizations.

LAP Loan - this is a loan program

a. 90% maximum LTV. Property purchased below fair market value may result in 100%

financing. Financing will not exceed 100% of actual buyer cost.

b. Repayment is deferred until project financing is in place.

c. Terms: OHCS requires 1% simple interest rate and a 1% loan fee in addition to a $500.00

application fee.

d. Specifically excluded from financing: Property already purchased, property donated, cost

reimbursement agreements or any cost reimbursement agreements. OHCS will not

approve any applications with option agreements or purchase sale agreements signed

prior to the date of the public program opening announcement or 10 business days prior

to funding allocation application acceptance, whichever is longest.

Eligible Activities –

To fund the purchase of land on which to develop affordable homeownership or rental housing, as

well as facilities that serve affordable housing residents and low income households in the nearby

community are eligible LAP activities.

LAP Targeting:

Affordable Rental and Homeownership Targeted Funds –

Consistent with HB 2912, forty percent of all resources will be set aside to target affordable

Homeownership activities for a period of time and the balance of resources should target

affordable rental housing development.

In order to implement this targeting, the following fund structure and policies have been

developed:

a. Homeownership Set Aside Fund: 40% of new LAP funding allocations will be set aside

for eligible organizations operating homeownership programs in areas that are targeted

by the funding source. If the new LAP homeownership allocation is not fully utilized by

an established funding target (see Targeted Funding Sources below) after a six (6) month


7/27/2018

Page 2 of 4

period, the Homeownership Set Aside Fund may be accessed by eligible entities that are

non-targeted sources. Funding not utilized after 12 months in the Homeownership Set

aside will be transferred to the General LAP fund (below).

b. Affordable Rental Housing Fund: 60% of new LAP funding allocations will be made

available to eligible organizations operating affordable rental housing for low income

Oregonians. New allocations will be made exclusively available to areas that are targeted

by the funding source. If the new LAP affordable rental housing allocation is not fully

utilized by targeted funding source areas (See Targeted Funding Sources below) after a

twelve (12) month period, the loan funding allocation may be accessed by both targeted

and non-targeted funding source areas.

c. General LAP Fund: Funding not utilized after 12 months in the Homeownership Set

Aside Fund will be transferred to the General LAP Fund and may be used by any eligible

organization for any eligible purpose (i.e. General LAP Fund may be used to supplement

applications for either the Homeownership Set Aside Fund or the Affordable Rental

Housing Fund).

Targeted Funding Sources –

The program allows for dedicated funding sources to be targeted to defined geographies and/or

activities for a prescribed period of time.

The initial $2.5 million in LAP funds will be dedicated to rural areas. Rural areas are defined as:

a. Oregon communities with population of 15,000 or less within counties that are

considered Metropolitan Statistical Areas (MSA) and outside of the Portland Urban

Growth Boundary (see section a). MSA Counties include Benton, Clackamas, Columbia,

Deschutes, Jackson, Marion, Multnomah, Polk, Washington, and Yamhill. b. All Oregon communities within the Portland Urban Growth Boundary are considered

urban and not considered rural regardless of size. c. Communities with population of 40,000 or less in the balance of the state (not defined in

parts a or b in this section).

Note: A community may be considered rural if it had been under the population threshold within

the past 3 years of published data, and if their current population is within 5 percentage

points of eligibility.

Requirements:

Threshold Requirements -

Upon program funding availability, the Homeownership Set Aside Fund and the Affordable

Rental Housing Fund will be utilized to fulfill approved LAP loan application requests until such

time that the individual fund balance plus available General LAP Fund balance has fallen below

the fund threshold limit. Any fund balance (adding available General LAP Fund balance) that

falls below threshold limits will result in a temporary cessation of the program fund until such

time that recycled funding increases the balance above threshold limits. When a fund balance

increases above the threshold limit, a minimum 30 day public notice will be provided and the

fund will be reopened for program loans. Threshold limits for each fund are as follows:


7/27/2018

Page 3 of 4

a. Homeownership Set Aside Fund – Threshold Limit = $100,000*

b. Affordable Rental Housing Fund – Threshold Limit = $150,000*

*Threshold limits include the available balance of the General LAP Fund which acts as a

supplementary fund for both programs

Application Requirements –

The applicant’s loan application shall include a proposed affordable housing development plan

which indicates:

a. The number of affordable housing units planned.

b. A description of any other facilities that are being considered for the property.

c. An estimated timeline for completion of the development.

d. Additional information may be required and OHCS may consider requesting:

i. Efficient use of land;

ii. Project readiness;

iii. Organizational capacity; and

iv. Other factors as criteria in making loans.

e. Applications selected for funding will be required to reimburse OHCS or its designated

contractor for a property appraisal which will occur prior to property closing. OHCS will

not accept appraisals from any other source. Other third party reports such as

environmental reports will also be conditions of closing.

f. Phased projects are allowable but loan repayment is required within 8 years. At OHCS

sole discretion, phased project may be granted a waiver to make loan repayment in

accordance with the development plan (i.e. a two phase project may be allowed to repay

half the loan upon receiving the construction loan for phase one and the second half upon

receiving the construction loan for phase two).

g. Consideration may be given to address boundary lines as determined appropriate for the

specific needs of the property. This includes but is not limited to selling unnecessary

property. In such event, any realized gain from unnecessary property disposal will be

split by the developer and OHCS.

h. Applications which include multiple parcels or sites of property will be accepted by

OHCS provided the parcels or sites are determined by OHCS to meet eligibility

requirements and are incorporated within the Eligible Organizations Housing Plan.

Process and Oversight:

Fund Oversubscription/Tiebreakers -

In the event of the oversubscription of a fund the following progression (in the listed order) will

be applied to determine applicant loan funding:

a. 1st Tiebreaker: Applicants that have agreed to the terms of the OHCS Diversity, Equity

and Inclusionary Agreement will be given first preference. LINK

b. 2nd

Tiebreaker: Preference will be given to projects located in a Census Tract with the

higher “housing need”. “Housing need” is defined as the percentage of severely rent

burdened families (on a Census Tract level) for this program.


https://www.oregon.gov/ohcs/HD/MFH/Land-Acquisition-Program/LAP-DEI-Agreement.pdf

7/27/2018

Page 4 of 4

c. 3rd

Tiebreaker: Preference will be given to projects with the lowest percentage when

determining the loan amount requested (numerator) as a percentage of the higher of either

1) the proposed purchase price (denominator) or 2) a signed Brokers Opinion of Value

(denominator) which has been determined reasonable and fair by OHCS program staff. If

OHCS program staff does not agree with the Brokers Opinion of Value, OHCS retains

the right to establish its own opinion of value based upon information provided by a

property value professional of OHCS choice.

Oversight/Timing -

a. If a development is not placed into service within 5 years of receiving a loan, a loan

recipient must present the department with an updated plan.

b. Within 8 years of receiving the loan, the loan recipient must complete the development of

affordable housing on the property for which the loan was made.

c. The loan recipient must establish that the housing development on the property will be

affordable for not less than 30 years

d. OHCS may authorize LAP funded property to be sold prior to development provided all

requirements associated with the LAP program are attached to the property including but

not limited to the requirement that purchasers are eligible entities. Assignments are

allowable to related parties only. Related parties are defined as an affiliate, subordinate,

disregarded entity or any entity controlling or controlled by the purchasing entity

including but not limited to a Partnership or Limited Liability Company where the

borrower or its affiliate is the general partner or managing member. In the event of an

assignment or sale of the property, there will be a 10% cap on appreciation realized by

the original LAP borrower. Loan repayment timeframes are not affected by owner

change. Property sold or assigned in violation of these restrictions will have any realized

gain split with OHCS in addition to repayment of the loan amount at “current market

rate” interest levels.

Penalties –

If the loan recipient does not fulfill the obligations of the program, repayment of the loan is

required at a market rate interest level.





PHONE: (503) 986-2000 FAX: (503) 986-2020 TTY: (503) 986-2100

www.ohcs.oregon.gov




From: Claire Seguin, Assistant Director Housing Stabilization Division

Tim Zimmer, Energy Services Manager

Re: U.S. Department of Health and Human Services (HHS) Low Income Home Energy Assistance

Program (LIHEAP) State Plan

Purpose: To inform the Housing Stability Council regarding the 2019 LIHEAP State Plan for

the State of Oregon

The draft 2019 LIHEAP state plan can be accessed by clicking here.

Background

The Low Income Home Energy Assistance Program (LIHEAP) provides energy assistance to low-income

Oregonians, especially those households with the lowest incomes and the highest home energy need in

relation to income. The purpose of this program is to supplement home heating and cooling costs to

income eligible households regardless of utility or primary fuel type. LIHEAP is an energy assistance

program provided on a first come first served basis. Program services include bill payment assistance,

heating and cooling equipment repair and replacement, and energy education.

The U.S. Department of Health and Human Services (HHS) offers applications to states, territories, and

tribes to administer LIHEAP. Oregon, in turn, contracts with non-profit Community Action Agencies

(CAA) and county governments throughout the state to provide energy assistance services to their local

communities. Oregon distributes the annual LIHEAP funding via a needs-based formula, developed with

input from CAPO, which incorporates the following criteria:

Households at or below 60% of State Median Income – 40% of formula

o The Oregon LIHEAP Program uses 60% of State Median Family Income as the upper

threshold for household income eligibility. This variable captures the number of

households in each county at or below 60% of State Median Family Income.

(American Community Survey)

Household Energy Affordability – 35% of formula

o This variable captures the shortfall between actual home energy costs and what is

considered affordable by experts (6% of household income).

(Data compiled annualy by Fisher, Sheehan, & Colton)

Households at or below 100% of the Federal Poverty Level – 15% of formula

o This variable captures the number of individuals in each county at or below 100% of

Federal Poverty Level. (American Community Survey)


https://www.oregon.gov/ohcs/CRD/SOS/docs/state-plans/2019%20LIHEAP%20State%20Plan%20-%20DRAFT.pdf

August 3, 2018

Tim Zimmer, Energy Services Section Manager

Inverse Population Density – 10% of formula

o Agencies in rural, geographically large areas require additional resources to conduct

outreach and serve Oregonians. This variable captures “inverse” population density—in

other words, the number of miles per capita in each county. (Population and Land Area

information from the US Census Bureau)

Funding amounts remain uncertain for program year 2019; however, we anticipate a similar award as

received for program year 2018 totaling just over $36 million. Last year the program provided assistance

to more than 53,000 low-income Oregon households.

State Plan Application Timeline

The 2019 state plan is due to HHS no later than September 1, 2018. The draft state plan included in the

Housing Stability Council packet was also posted on the OHCS website during the week of June 18,

2018. OHCS staff facilitated a public hearing on July 18, 2018 and will be accepting written comments

until August 15, 2018. OHCS staff is not anticipating substantial public comment related to the draft plan;

however, there may be changes resulting from either public comment or final negotiations with HHS.

In the unlikely event that there are substantive changes resulting from either public comment or

negotiations with HHS, OHCS staff will be prepared to present the final state plan during a future

Housing Stability Council meeting.

Partner and Stakeholder Engagement

Energy Services staff participate in at least five formal meetings with our sub-grantees throughout the

year that are specific to energy assistance and weatherization. In addition to those, staff participates in

various other meetings throughout the year that involve larger and smaller groups of sub-grantees,

partners, utilities, and other stakeholders. Oregon's review process never really ends; we are continuously

and collaboratively looking at how to do things better; and how to serve our communities more

effectively.

State Plan Application Summary

Bill payment assistance

o This includes heating, cooling, and crisis payments. The majority of payments are made

directly to a utility or fuel vendor on behalf of a client. In order to qualify, the household

must have income at or below 60% of the state median.

Weatherization Assistance

o The Low-Income Weatherization Assistance Program (WAP) provides weatherization and

energy conservation services at no cost to households at or below 200% of the federal poverty

income level. Services provided may include ceiling, wall, and floor insulation; energy-

related minor home repairs; energy conservation education; air infiltration reduction; furnace

repair and replacement; or heating duct improvements.

Assurance 16

o HHS allows a maximum of 5% of LIHEAP funds to be used to provide services that

encourage and enable households to reduce their home energy needs and thereby the need for


August 3, 2018

Tim Zimmer, Energy Services Section Manager

energy assistance. Allowable uses of these funds include needs assessments, budget

planning, arrearage management, energy education, energy saving incentives, and

supplemental bill payment.

State Plan Application Changes

The state plan does not typically change substantially from one year to the next. The majority of the

changes to the 2019 plan are minor edits and routine updates. However, this year the following change

regarding income eligibility is being discussed:

1. CAPO has proposed using net income instead of gross income when determining eligibility for

Social Security recipients.

CAPOs rationale is, in part, that obtaining documentation from the Social Security

Administration is a hardship for both clients and intake staff. Having the ability to use

something other than an official SSA document (such as a bank statement) would ease

the burden for many of our clients.

As of the date of this memo, OHCS and CAPO are still actively engaged in assessing the

impacts of this proposed change.







PHONE: (503) 986-2000 FAX: (503) 986-2020 TTY: (503) 986-2100

www.ohcs.oregon.gov



Margaret Salazar, Director

From: Claire Seguin, Assistant Director, Housing Stabilization Division

Marilyn Miller, Homeless Services Section Manager

Jennifer Ross, CSBG Interim Program Coordinator

Re: U.S. Department of Health and Human Services (HHS), Office of Community Services

(OCS) Community Services Block Grant (CSBG) State Plan Application

Purpose: To inform the Housing Stability Council regarding the 2019 & 2020

Community Services Block Grant (CSBG) State Plan Application for the

State of Oregon The draft CSBG State Plan can be accessed by clicking here.

Background: The Community Services Block Grant (CSBG) is a federal fund authorized by the Economic Opportunity

Act of 1964 to establish local Community Action Agencies to alleviate the causes and conditions of

poverty in local communities. Oregon Housing and Community Services (OHCS) is the state lead agency

designated to administer and distribute 90% of the CSBG funds to eligible entities in Oregon. OHCS

holds 10% of Oregon’s annual award for administration and discretionary usage, per statutory allowance.

The total 2018 OHCS allocation for CSBG was $5,680,967 and we anticipate that the 2019 allocation will

be a similar amount.

Eligible entities in Oregon that receive CSBG funds include state designated local government and

nonprofit community action agencies, and the statewide farmworkers organization (Oregon Human

Development Corporation). These agencies administer a variety of services to assist low-income

Oregonians within their own communities, both rural and urban. Allocation of CSBG funds is based

upon an established floor amount and needs based formula. The nine grantee floor agencies receive

$150,000 and the remaining grantees receive their funding based on the following formula:

a) The percentage of people in poverty compared to the total number of people in poverty for the

State weighted 50%

b) The ratio of percent of people in poverty to percent of people in poverty for the State weighted

10%

c) The percentage of people receiving Supplemental Nutrition Assistance Program (SNAP) food

benefits compared to the total number of people receiving SNAP food benefits weighted 40%.


https://www.oregon.gov/ohcs/CRD/hss/csbg/Final-CSBG-State-Plan-Final-Draft.pdf

CSBG national goals, that were set in legislation and administered by the U.S. Department of Health and

Human Services (DHS) and the Office of Community Services (OCS), are:

Help low-income people become more self-sufficient

Improve conditions for low-income households

Help low-income people own a stake in their communities

Coordinate local services and providers assisting low-income households

Help increase Community Action Agencies’ (CAA) ability to achieve results

Help low-income people, especially vulnerable populations, achieve their potential by

strengthening families and creating supportive environments

To achieve these goals, grantees provide services and activities addressing, but not limited to:

employment, education, self-sufficiency, low-income housing, nutrition, daycare, Head Start, healthcare,

emergency services, and youth or elderly-based initiatives.

State Plan Application Timeline

State lead agencies are required to submit a one or two-year plan to OCS, due September 1st. This plan

serves as the application for state CSBG funding. Oregon’s 2019-20 CSBG Plan application is a two-year

plan with the built-in capacity to amend the plan if changes are required within that two-year time period.

OHCS utilized data and information from the evolving Statewide Housing Plan in development of the

CSBG state plan application to the extent possible.

State plan applications are required by CSBG Statute to undergo a public hearing and open comment

period. The public hearing was held at OHCS on July 31, 2018 at 10:00am. The public comment period

for the plan will remain open from July 17th through 5pm, August 17

th. In addition to being posted on the

OHCS website, the draft state plan application was also posted to a government transparency website,

sent out via Constant Contact, and sent to the Oregon CAA network for review and feedback. Historically

there has been little public comment received, however, if comments or feedback are received, changes

may be made.

In preparation for the application, OHCS relied on the feedback received from the state association during

a meeting held on May 15, 2018 that was specifically held to identify needed changes and revisions to the

2018 State Plan. Requested changes for the plan focused primarily on reducing the burden upon agency

capacity to implement and report on the federally required organizational standards. More information

about Organizational Standards can be found at this link.

Feedback regarding changes to the CSBG allocation formula, use of CSBG Discretionary Funds and

provision of training and technical assistance were also discussed with a recommendation that further

discussion is necessary but no changes should be incorporated into the state plan at this time. The

Community Action Partnership of Oregon (CAPO) will work with OHCS staff to set up a process and

meetings for future discussion in these areas.

As noted above, notice of the public hearing and the proposed plan were sent to the CAA network in

addition to the broader public and stakeholders. All interested parties have been given the opportunity to

provide direct comment to OHCS in addition to participation in the public hearing. These

recommendations will be reviewed and responded to with inclusion into the final CSBG state plan

application as appropriate.

State Plan Application Changes

The state plan reflects minimal changes from the 2018 CSBG state plan and focuses primarily on the

federally required organizational standards. The intent of the organizational standards work is to ensure

CSBG eligible grantees are effective and healthy organizations. Some of the standards have direct links to


https://www.acf.hhs.gov/sites/default/files/ocs/im_138_csbg_organizational_standards_fy_2015.pdf

the CSBG Act, such as the standards on the tripartite board structure and the democratic selection process.

Some standards link with U.S. Office of Management and Budget (OMB) guidance, such as the standards

on audits. As a whole, the standards reflect many of the requirements of the CSBG Act, applicable

Federal laws and regulations, good management practices, and the values of Community Action.

The purpose of the organizational standards is to ensure that all eligible entities have appropriate

organizational capacity, not only in the critical financial and administrative areas important to all

nonprofit and public human service agencies, but also in areas of unique importance for CSBG funded

eligible entities. To fulfill the promise of the standards, States must provide consistent and high-quality

oversight and technical assistance related to organizational standards. In addition, based on information

about organizational capacity, States must work with the eligible entities to make informed programmatic

decisions about how the agencies can best meet the needs of local low-income families and communities.

Proposed plan changes include the following organizational standards modifications and waiver.

Organizational Standards: This plan includes changes made to the original implementation process, based

on review of the implementation phase and feedback from the CAA network. Changes made reduce

duplicative processes and undue burdens. Changes include merging duplicative standards, removing

standards from the online system that are tracked through other required processes throughout the year,

and modifying language to certain standards to make them more amenable to operational procedures.

Additionally, this plan will move to keep the standards that were modified in the last plan. Specific 2019-

20 proposed changes include:

Standard 5.9 will be modified (in bold) and will now state: The Organizations governing board

receives programmatic reports at each regular board meeting or at minimum, on a quarterly

basis.

Standard 7.1 will be modified (in bold) and will now state: The Organization has written

personnel policies that have been reviewed by an attorney or an accredited HR professional

within the past five years.

Merging standards 7.4 and 7.5 into a single standard that states: The governing board conducts a

performance appraisal of the CEO/Executive Director, and reviews and approves their

compensation, within every calendar year.

Waived standard 3.2 and modified standard 3.4 regarding required needs assessment for Oregon

Human Development Corporation (OHDC) to state: The community assessment includes key

findings on the causes and conditions of poverty and the needs of farmworkers. These changes

are responsive to the statewide, farmworker focus of OHDC.

State Plan Continuing Efforts

Allocation Formula: OHCS and CAPO have agreed to revisit the CSBG allocation formula in 2019 with

particular attention to the current base amount for small, rural Community Action Agencies.

Data Collection, Quality and Reporting: OHCS and CAPO will continue the provision of training and

technical assistance to support the data continuous improvement efforts that were started in 2018.

Performance Measures: OHCS and CAPO will continue to develop and identify performance indicators

through the Futures Project, a three state collaborative effort to better understand the mechanisms that

support people moving out of poverty. The project is creating evaluation tools that will allow agencies to

measure the true impact of their programs.


Members:

Sarah DeVries

Claire Hall

Anna Geller

Mary Li

Zee D. Koza

Gerardo F. Sandoval, PhD

Tricia Tillman

Adolph “Val” Valfre, Jr.

Charles Wilhoite

Housing Stability Council 725 Summer St NE, Suite B

Salem OR 97301-1266

Phone: 503-986-2000

FAX: 503-986-2020

TTY: 503-986-2100


Documents

Housing Stability Council - Oregon...Travis kicked-off the presentation to the Council and provided an introduction of the project. You may reference the full presentation on pages