HomeMy WebLinkAbout04/03/2001, L-1 - APCD BOARD MEETING 3-28-01 MCC I INN nuLIlun
DATE .�j ITEM #_�_
Imson nEpmt
March 29, 2001
C9k1NCILE CDD DIR
TO: Council Colleagues 2'G` C: FIN DIR
ACAO ❑ FIRE CHIEF
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FROM: John Ewan /ORiG ❑ POLICE CHF
❑ REC DIR
SUBJECT: APCD Board Meeting 3-28-01 ❑ UTIL DIR
❑ HR DIR
Board decisions included the following:
■ Ratification of an enforcement agreement with Duke Energy to allow the operation of the
Morro Bay plant at or near capacity, per Governor's Executive order. This agreement
provides mitigation funding for additional air quality degradation due to plant operations
during Stage 1,2 or 3 energy alerts. Staff has been asked to re-evaluate the costs and
recovery amount assessed to Duke Energy. Morro Bay residents voiced their concern at
having to bear the brunt of additional air quality degradation in order to meet the
Governor's Order.
■ Carl Moyer Funds in the amount of$75,196.00 were redirected to help replace dirty
diesel engines with new cleaner technology in the Morro Bay fishing fleet. These monies
were originally allocated to replace agriculture water pumps, but time constraints for
meeting funding deadlines caused staff to suggest reallocation to known mitigations
projects.
■ Monies from the Elk Hills mitigation funds that were restricted to replacement of
agriculture pumps in north county areas were redirected to a countywide effort.
■ The Board reviewed conceptual uses for money generated by the Morro Bay Plant
Emission Allowance Fee. These included boat engine replacement, low emission vehicle
incentives, renewable energy project funding, low sulfur fuel allowances for school
district buses, and clean car awareness programs.
JE:ss
MEETING AGENDA
C - _ 3-01 ITEM#==
communication item
March 30, 2001 COUNCIL DD DIR
FIN DIR
rACA00 ;J FIRE CHIEF
TO: Council Colleagues � ORNEY ❑ PW DIR
IB'CLERK/ORIG ❑ POUCE CHF
FROM: Allen K. Settle U �. ❑ D P HEA ❑ REC DIR
[5' ❑ UTIL DIR
❑ HR DIR
SUBJECT: Affordable Housing
On March 29, 20011 attended a meeting about the formation of an affordable housing trust fund.
The meeting was lead by Anita Robinson of Mission Community Bank. Other speakers included
Mary Brooks, Director of the Housing Trust Fund Project, Carroll Pruitt, Dave Spauer and
George Moylan. This group is looking for City participation in the trust fund development
package as explained in the attached materials (specifics are on pages 3,4, and 5).
Attachments
c: Ken Hampian
Wendy George
John Mandeville
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The bleed for Affordable Hous1mg
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"San Luis Obispo is the sixth least affordable housing market in the nation". ( ;
The Tribune, April 30, 2000 °°
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The median home price reached over $251,000 in 2000. As a result, only 25% of w.
households in San Luis Obispo County can afford to purchase a median priced home.
The Tribune, December 28,2000.
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The average rent for an apartment was $740 per month in 1999. The average cost of
utilities is approximately $100 per month. The monthly wages of a worker being paid
$8.00 per hour and working full time is $1387 before taxes. A worker would need to `
use 61% of his/her monthly income to pay monthly housing payments. _
Supportive Housing Consortium, May 2000
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The County population is projected to grow to 266,844 persons by the year 2005. This o ,p
means that over 14,500 more households will call the county home in the next five
years.
San Luis Obispo County Planning and Building Department, 1999 ►
Pruett stunned the audience of nearly 100 by reporting that the South County rental s
market "can't get any tighter". "Virtually no vacancies...exists for over 24 hours in the
South County", he said. Affordable housing in..(the) county is at the critical level,
and-little is being done to solve this problem."
Caroll Pruett, Chairman of the Board, Mid State Bank o .
at a South County Economic Outlook meeting J`
sponsored by local Chambers of Commerce. ee
The Tribune, February 18, 2000 _
The greatest challenge to economic growth in San Luis Obispo County"will be resolving q p
the `housing crunch"'. "Housing costs rose 13 percent last year in the City of San Luis
Obispo, and have increased 6 percent in just the last month."
David Spaur, President and CEO, Economic Vitality Corp. �!
Outlook 2000 Economic Conference.
The Tribune,April 25,2000
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Affordable, decent and stable housing is a basic human need. Empowering
F people to obtain adequate housing benefits the entire community by improving the
availability of a dependable workforce,adding to the economic success of the community
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through increased housing construction, and improving the health and stability of
community residents.
San Luis Obispo County's population continues to grow through increases in employrnent
opportunities, retirees and college students, but its housing supply has not kept pace.
The County's need for affordable housing has become a by-product of its economic
success. Wages fall far short of providing enough income for adequate housing. Tourism,
agriculture, retail and services are the four largest industries in the County. They
�o traditionally offer low wages and less than full-time employment to their employees.
The growth of low wage jobs and pan-time employment has far out-paced the construction
to
of affordable housing. Most housing built during the past ten years has been increasingly
expensive, single-family detached homes. From 1990 to 2000, 87 percent of all new
housing units countywide were single-family detached units, while only 13 percent
were condominiums, apartments or mobile homes.
e Housing vacancy rates reflect a tight rental market that is getting tighter. For example,
the vacancy rate in the City of San Luis Obispo dropped from 1.7 percent in 1998 to
just 0.3 percent in 1999 (UCSB Economic Outlook 2000). That report also revealed
that average apartment rents in the City rose from $657 in 1998 to $740 in 1999.
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_a The average apartment in San Luis Obispo rents for more than the 2000 Fair Market
" ;n Rent Limit fora two-bedroom apartment. The recent escalation of rents in the County
became evident as Section 8 Rental Assistance recipients started having great difficulty
finding housing at rents consistent with the Fair Market Rents. Clients of supportive
p housing agencies are often unable to find affordable rental housing into which their
clients can "graduate" from the supportive housing programs. The Tenant Based Rental
' Assistance Program was developed for special needs clients who need additional financial
'a@ .` support to obtain permanent rental housing.
a $ Accordingly, the San Luis Obispo Supportive Housing Consortium is proposing to
establish a countywide Affordable Housing Trust Fund to fund development of units
of affordable rental and ownership housing. A goal of$10 million each year has been
set for the fund. Precisely how much money would be provided by each funding source
b. is not yet established.
Following is the proposed operational model of how the Affordable Housing Trust Fund
CA
will function.
9
o
2
I I
Operational Model
I. Mission Statement
The goal of the San Luis Obispo County Affordable Housing Trust is to increase
the number of units of affordable housing for low and moderate income County
residents.
II. Purpose
The purpose of the San Luis Obispo County Affordable Housing Trust Fund
(AHTF) is to pool monies from various local sources to increase the number of
units of affordable housing for low and moderate income County residents. To
achieve this purpose, AHTF resources shall be used to provide loans and grants •
to qualified developers, public entities, non-profit organizations, community
groups, and individuals to undertake activities which create, maintain, preserve,
or expand the County's affordable housing stock.
III. Target Population
The San Luis Obispo County Affordable Housing Trust Fund (AHTF) will serve
households at or below 120% of the county median income. The median income
fora family of four is $48,000 (HUD, 2000). Annually forty percent (40%) of •
funds will be used to house low-income persons or families with special needs.
IV. Eligible Funding Activities
Activities eligible for funding include the following:
• Construction of new units of affordable housing
• Rehabilitation of existing buildings into new units of affordable housing •
• Acquisition of land to be used for affordable housing development
• Conversion of non-residential to residential use •_
• Leveraging of private, state or federal funds for new units of affordable
housing
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• Assistance to enable low income individuals and families to own their own •
homes
• Assistance to enable low income individuals or families to obtain rental
housing
• Other activities approved by the AHTF Commission
•
3
V. Revenue Sources
The following is a list of potential AHTF revenue sources appropriate for San Luis Obispo
County. Also included is a brief description of each revenue source and its re-allocation
requirements, amendment requirements, and adoption requirements, the majority of
which require Board of Supervisors and City Council's approval action or two-thirds
countywide voter approval, as allowed under Proposition 218.
Taxes
• Existing General Fund Revenues: Tax revenues from a variety of City and
County sources. .
a Change in use of existing City and.County General Fund revenues to
fund Affordable Housing Trust Fund (AHTF).
•
♦ Re-allocation Requirement: Majority vote by Board of Supervisors or
City Council.
• Transient Occupancy Tax: Tax paid to local jurisdiction on hotel, motel and
_ other lodging services
a Increase in Transient Occupancy Tax to fund AHTF.
♦ Amendment Requirement: 2/3 voter approval by jurisdiction.
■ Change in use of existing Transient Occupancy Tax revenues to fund
• AHTE
♦ Re-allocation Requirement: Majority vote by Board of Supervisors or
City Council.
a Creation of Transient Occupancy Tax (if not already existing) to fund
AHTF.
♦ Adoption Requirement: 2/3 voter approval by jurisdiction
• • Real Estate Transfer Tax: Tax paid on all real estate transactions countywide.
■ Increase in Real Estate Transfer Tax to fund AHTF.
• ♦ Amendment Requirement: 2/3 countywide voter approval.
a Change in use to existing Real Estate Transfer Tax revenues to fund AHTF.
♦ Re-allocation Requirement: Majority vote by Board of Supervisors.
a Creation of Real Estate Tax (if not already existing) to fund AHTF
•
♦ Adoption Requirement: 2/3 countywide voter approval.
• Redevelopment Tax Increment: Creation of a new project area by respective
Redevelopment Agencies.
a Assumes allocation of 20% of tax increment to affordable housing as
required by law.
. ♦ Re-allocation Requirement: Majority vote by Board of Supervisors or
City Council.
A&Ms 4
o
• Sales Tax: Tax on all taxable retail transactions countywide.
® Increase in Sales Tax to fund AHTF
♦ Amendment Requirement: 2/3 countywide voter approval.
® Change in use of existing Sales Tax revenues to fund AHTF.
♦ Re-allocation Requirement: Majority vote by Board of Supervisors
and City Council.
• Utility Tax: Tax paid to local jurisdiction on utility services
e Increase in Utility Tax to fund AHTF
♦ Amendment Requirement: 2/3 voter approval by jurisdiction.
• Change in use of existing Utility Tax revenues to fund AHTF
♦ Re-allocation Requirement: Majority vote by Board of Supervisors -
and City Council. •
■ Creation of Utility Tax(if not already existing) to fund AHTF.
♦ Adoption Requirement: 2/3 voter approval by jurisdiction.
Fees
• Housing Impact Fees:Fees paid by housing development t projects,demolitions
and condominium conversions.
o Increase in Housing Impact Fee to fund AHTF, assumes implementation
countywide.
♦ Amendment Requirement: 2/3 voter approval by jurisdiction.
a Change in use of existing Housing Impact Fee revenues to fund AHTF.
♦ Re-allocation Requirement: Majority vote by Board of Supervisors
and City Council.
n Creation of Housing Impact Fee (if not already existing) to fund AHTF.
♦ Adoption Requirement: 2/3 voter approval byjurisdiction.
•
• Inclusionary Housing Fees: Fees paid in lieu of constructing affordable
housing units.
• Increase Inclusionary Housing Fee to fund AHTF,assume implementation
countywide.
♦ Amendment Requirement: 2/3 voter approval by jurisdiction.
■ Change in use of existing Inclusionary Housing Fee revenues to fund
AHTF.
♦ Re-allocation Requirement: Majority vote by Board of Supervisors
and City Council.
■ Creation of Inclusionary Housing Fee (if not already existing) to fund
AHTF.
♦ Adoption Requirement: 2/3 voter approval by jurisdiction.
• Commercial Development Linkage Fee:. Fee paid to local jurisdiction by
developers on non-residential buildings.
® Increase in Commercial Development Linkage Fee revenues to fund
AHTF, assumes implementation countywide.
O Amendment Requirement: 2/3 voter approval byjurisdiction.
® Change in use of existing Commercial Development Linkage Fee revenues
to fund AHTF.
O Re-allocation Requirement: Majority vote by Board of Supervisors
and City Council.
■ Creation of Commercial Development Linkage Fee (if not already existing)
to fund AHTF.
O Adoption Requirement: 2/3 voter approval by jurisdiction.
e Document Recording Fee: Fee paid to County for recording real estate
transactions documents.
n Increase in Document Recording Fee to fund AHTF; assumes
• implementation countywide.
O Amendment Requirement:2/3 voter approval by jurisdiction.
e Change in use of existing Document Recording Fee revenues to fund AHTF.
O Re-allocation Requirement: Majority vote by Board of Supervisors
and City Council.
e Creation of Document Recording Fee (if not already existing) to fund
AHTF.
O Adoption Requirement: 2/3 voter approval by jurisdiction.
•
Private Donations
• Gifts, awards and grants from individuals.
Funding from business associations or corporations.
Funding from private foundations.
• Other
e Public Land Sales: Liquidation of County and City owned lands, or write-
down of housing sales values as contribution to AHTF
® Re-allocation Requirement: Majority votes by Board of Supervisors and/or
respective City Council.
• • Payments of interest and principal due to the City and County from borrowers
of previous Fund loans.
■ Re-allocation Requirement: Majority vote by Board of Supervisors and/or
respective City Council.
• Funds from other sources authorized by City Councils or the Board of
Supervisors, including participating Jurisdiction assessments.
® Reallocation Requirement: Majority vote by Board of Supervisors and/or
respective City Council.
6
Administrative Structure
I. Revenue and Uses
The AHTF annual revenue shall be allocated in the following manner:
• 60% for affordable housing for low and moderate-income individuals and _
families.
• 40% for affordable housing for low-income persons with special needs and
their families.
• Administration to be negotiated.
II. Financial Management Options:
• Non-profit Corporation
• Private Foundation
• County of San Luis Obispo
III. The AHTF Commission
An appointed Commission will oversee the AHTF. This Commission will be
charged with creating by-laws, appointing officers, and developing meeting •
schedules. Typical responsibilities of the Commission are to develop the AHTF
program guidelines, review and select project proposals, assess needs, provide
oversight,report on the activities and progress of the fund, and make all decisions
regarding use of AHTF revenue.
In order that the AHTF Commission represents a broad range of County interests,
the composition of the Commission will be as follows:
•
• One representative from each participating jurisdiction
• Two representatives from the SLO Supportive Housing Consortium
• One low-income person
• One disabled person
Y
• One representative from the construction or homebuilding industry •
• One representative from the business or agriculture industry
• One representative from the banking industry or economic development
7 �_
The Commission or its designee will perform various administrative duties that
support affordable housing production. These duties include, but are not
exclusive, to the following:
• Development and implementation of community needs assessment and
education process
• Development and preparation of cooperative agreement with each jurisdiction
• Financial management of the funds
• Assessment of each project proposed to receive funding
• Development and implementation of contract with fund grantees
• Oversee and monitor projects
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•
•
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•
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The San Luis Obispo Supportive Housing Consortium
The San Luis Obispo Supportive Housing Consortium originally grew out of ongoing, informal
conversations between certain nonprofit agencies regarding their clients' need for affordable
housing with on-site services. In the Fall of 1995, nonprofit housing developers, residential
program providers, service providers, and advocacy groups were invited to a five-day training on
development of affordable supportive housing and creation of a supportive housing consortium.
Since that time, Consortium members have developed strategies and mechanisms to advocate for
supportive housing and to create new housing opportunities for member agency clients.
These efforts have resulted in:
■ $972,000 in funding to implement a Tenant-Based Rental Assistance (TBRA) and security
deposit program for clients case managed by Consortium agencies. In the first seven
months of this funding year, 110 households received TBRA assistance to achieve safe,
secure and affordable housing. Since 1997, TBRA has housed 377 families.
funding and acquisition of a nine-unit apartment complex for persons with AIDS;
■ funding and acquisition of a transitional housing facility for women in recovery;
■ funding for the rehabilitation of a recovery home for women;
■ funding and construction of a thirty-unit apartment complex;
■ funding and acquisition of a tri-plex for persons with AIDS and their families;
• partial funding for acquisition of housing for victims of domestic violence.
Mission Statement: The mission of the Consortium is to increase the number of units of housing
for low-income county residents with special needs.
Definition of Membership: A Consortium Member organization is an advocate, housing provider
and/or human services agency that works with county residents with special needs.
Target population: Adults with disabilities and/or special needs and their families who must utilize
housing with supportive services to maintain their highest degree of self-sufficiency. Income
eligibility is 0-50% of median county income. Populations include persons with serious health
conditions, physical disabilities, developmental disabilities, mental illness, or in recovery from
substance abuse, as well as victims of domestic violenc and families in crisis.
Members include:
Transitions-Mental Health Association Casa Solana
Economic Opportunity Commission of SLO County OPTIONS
Affordable Homes, Inc. Community Mental Health Services
Women's Shelter Program Housing Authority
Peoples' Self-Help Housing Corp. Sojourn
AIDS Support Network Life Steps Foundation
San Luis Obispo Non-Profit Housing Corp. Friendship School/Work Training Program
North County Women's Shelter & Resource Center Department of Social Services
Alliance for the Mentally III Loaves & Fishes of Paso Robles
Independent Living Resource Center
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DEWS FROM
THE HOUSING TRUST FUND
PROJECT
A Special Project of the Center for Community Change WINTER 2000-2001
Sacramento Passes Inclusionary Zoning Ordinance
The City of Sacramento,California has sizes and be visually
passed an inclusionary zoning ordnance. compatible with the market
This is the first significant action on rate units.
affordable housing since the passage of
the housing trust fund by the City and The developer of a project
County nearly a decade ago. subject to the inclusionary
housing provisions may
Sacramento is experiencing a shortage request certain incentives.of affordable housing while very low These incentives include: I
and low income households are excluded
from on-going development because of • Waiver,reduction or
the high cost of newly constructed deferral of development fees, ---
housing. Allowing development to administrative and financing
consume the remaining land without fees for the inclusionary units; _ -
providing for affordable housing works Approval modifications —
counter to the housing,environmental to the inclusionary units,such
and planning policies of the City. The
as public work requirements
inclusionary zoning ordinance is seen as for road width,curbs,gutters -
a way to bolster the economic diversity
and parking;or planning
of Sacramento and help address these
standards for lot sizes,
issues. alternative housing types,and
other minor deviations;
The ordinance requires that developers
provide"inclusionary units" that serve . Approved use of less Los Robles is a mutual housing project sponsored by the
low and verylow income households in expensive finishes and Sacramento Mututal Housing Association. The project
appliances; was supported, in part, with housing trust fund dollars.
development projects in new growth Source: SMHA.
areas. Ten percent of the units are to be Streamlining and
affordable to very low income priority processing special funding to assist in the development of
households and five percent affordable permits for projects with inclusionary the inclusionary zoning units. Such
to low income households. Rents cannot zoning; funding may facilitate state allocation of
exceed 30%of the households'eligible • A density bonus in accordance tax credits,mortgage revenue bond
income and rents must be restricted for with state law,provided that affordable funds,or state or federal assistance.
30 years or longer. Inclusionary zoning requirements contained in the
units must be developed concurrently inclusionary zoning ordinance are met; Provisions also provide for the dispersal
with the market rate units. These units and of the inclusionary units to the
must also accommodate diverse family Application for local public maximum extent possible.
1 (continued on page 2)
(Sacramento, continued from page 1)
employment centers that is affordable to Housing trust funds have also reclaimed
Alternatives to incorporating the low and very low income working boarded and vacant multifamily proper-
required units are also possible under the families. Housing trust fund revenues ties,such as Cordova Meadows. This
new ordinance. These include: are derived from fees collected at project converted 200 units in poor
dedicating the land to the Sacramento issuance of building permits for non- condition into large family units,housing
Housing Redevelopment Agency residential construction based on the families of many nationalities.
(SHRA);developing the units off-site of new employment generated. Funds may
the development if it is zoned be used for new construction,substantial Trust funds also were invested in new
exclusively for single family rehabilitation,or other subsidies for low- construction in downtown Sacramento,
development;or a combination of these. income housing likely to be occupied by furthering the revitalization of the central
Any option must be approved as a more persons in the labor force. city through mixed-income develop-
cost-efficient solution or as a superior ments that will house workers at many
alternative from the perspective of The Housing Trust Funds of the City and employment levels. The most expansive
access to transportation or on the basis County of Sacramento have supported a attempt at new urbanism is Del Paso
of other planning criteria. diverse production of affordable Nuevo,a new-town in-town development
housing,in addition to projects on 150 acres in a redevelopment area,.
Residential projects of nine or fewer sponsored by the Sacramento Mutual financed in part with housing trust funds.
units;developments outside the new Housing Association,shown here. For The Trust Fund will help produce new
growth area;rehabilitation of existing example,the trust funds'flexible dollars homes affordable to low-income
residential units;and other specific helped produce the award-winning families.
projects in the North Natomas Sacramento Veterans Resource Center,
Community Planning Area and the an employment-based transitional Counting completions and commitments
Jacinto Creek Planning Area are exempt housing program for homeless veterans. to date,city and county housing trust
from the inclusionary zoning The Veterans'housing-with-services funds have helped produce more than
requirements. program has developed an excellent 2,000 affordable housing units,including
record graduating men into full time new apartments,single family homes,
In addition to the ordinance,the Council employment and permanent housing. residential hotels,and lofts. The
adopted a resolution committing majority of units are affordable to very
$500,000 this year for fee waivers for Terracing at Laguna had the distinction low-income households,the balance to
the low income units. The ordinance is of being the first new construction of low-income households. Some$19
expected to produce 150 to 200 housing affordable housing in anew growth area, million will have been committed to fund
units a year. near employment centers. Its approval these efforts,leveraging more than$226
occurred in spite of opposition from million in other investments.
The Housing Trust Fund for the City and community groups.The development
County of Sacramento is a key source of was so well designed and managed that
funding for the inclusionary units. The the developer's second project,a few Contact: Beverly Fretz-Brown,
City and County adopted their housing miles away in the same new growth area, Sacramento Housing and
trust fund ordinances in 1989 and 1990, was uncontested. That development, Redevelopment Agency,630 I Street,
creating three funds: the city wide,the Village Crossing,was the first mixed- Sacramento,CA 95814-2404(916-440-
county,and the Natomas fund. income development financed by SHRA, 1333).
Sacramento's Housing Trust Fund is using trust fund dollars.
intended to provide housing near
About News from the Housing Trust Fund Project ...
News is published quarterly by the Housing Trust Fund Project,a special project of the Center for Community Change.The
Housing Trust Fund Project is a clearinghouse of information on housing trust funds throughout the country and provides
technical assistance to organizations and agencies working to create or implement these funds.The Project has numerous
publications and other materials available. Publications are funded by a grant from the Ahmanson Foundation.
For more information or to request technical assistance, please contact: Mary Brooks,Housing Trust Fund Project,
1113 Cougar Court,Frazier Park,CA 93225 (661-245-0318) (fax: 661-245-2518)(e-mail: Brooksm@commchange.org).
2
Ste Louis Agrees t® Vote
®n Housing 'Dust Fund in April
The St.Louis housing trust fund will be development and preservation of
voted on by City residents on April 3, affordable and accessible housing and
2001. This vote will be the culmination public health care services.Thus,the Endorsing Organizations
of an impressive effort waged by the voters will be asked to approve a
Campaign for Housing and Jobs begun program crafted by the City's Mayor, St.Louis Board of Education
more than seven years ago. The Aldermen and advocates to address two Carpenters'District Council of St.Louis
implementing ordinances before the critical needs for poor residents: health Home Builders Association of Greater St..Louis
public have been labeled a"Christmas and housing. If approved by the voters, Commerce Bank
present for St.Louis." A present... half of the tax revenues will go toward Firstar Bank
because they represent a compromise the housing trust fund and half to the St.Louis University School of Public Health
reached by the Mayor, the President of health care trust fund.This is a true win- Human Rights Office of St.Louis Archdiocese
1001
the Board of Aldermen and housingwin.situation. Service Employees'Intl.Union,Local Louis Urban League of Metropolitan St.Louis
advocates over the use of a new revenue Catholic.Charities of St.Louis
source available to the City. Under the leadership of ACORN,the Habitat for Humanity St.Louis
campaign collected more than 20,000 Mercy Health Plans
The revenue source is the use tax. This signatures to place their initiative on the BJC Behavioral Health
city sales tax of 2.65%would be March 2001 ballot.After this was American Red Cross,St.Louis Bi-State
imposed on purchases of merchandise approved,negotiations began to craft a St.Louis Clergy Coalition
outside of the state of Missouri. compromise that would help serve both League of Women Voters of St.Louis
Because of a$2,000 personal the needs of housing and health.The Charles F.Vatterott Construction Company
exemption,the tax falls mostly on April election will also determine who St.Louis Equity Fund
Metro Sentinel Newspaper
businesses. The use tax could generate will be the new Mayor of St.Louis. Beyond Housing
between$5 and$9 million each year for Paraquad
the City. The use tax is enabled by state The Campaign for Housing and Jobs' Lutheran Family and Children Services
legislation which modified the tax after a proposed City housing trust fund would Regional Hsng&Cmty Development Alliance
state Supreme Court ruling in 1996 ruled address four primary critical housing The Salvation Army
that the earlier version could not be needs: housing production(new Grace Hill Neighborhood Services
applied fairly. The state use tax has been construction and rehabilitation),special Housing Comes First
reinstated. The City has the option of needs modifications(lead-based paint ACORN
deciding to do the same. abatement,accessibility),helping create Metro SL.Louis Equal Hsng Opportunity Council
Neighborhood Enterprises
new homeownership opportunities for
St.Louis University law Clinic
The compromise is to split the revenue low income households,and St.Patrict Center
between the proposed new housing trust homelessness prevention(assistance SLACO
fund and a health care trust fund for the with rent,mortgage,utilities,emergency Fannie Mae
City's poor. The Board of Aldermen home repairs,etc.). Human Development Corporation
passed two ordinances--one to create the Sisters of Divine Providence
housing trust fund and a second The Affordable Housing Fund would be Sisters of St.Joseph of Carondelet
submitting the use tax to the voters for overseen by an 11-member Affordable STEP,Inc.
the purpose of providing for the Housing Commission. The Commission Emergency Children's Home(ECHO)
Father Tolton Catholic Community Services
Justine Petersen Hsng and Reinvestment,Inc.
MASW,St.Louis Chapter
New Life Evangelistic Center
Henderson Partnership,Inc.
"Access to food and adequate shelter are requisites for basic Adequate Housing for Missourians
human rights and values upheld by all faith traditions. So, 1 Carondelet Cmty Betterment Federation,Inc.
believe that supportfor the Affordable Housing Fund is a step in Neighborhood Housing Services of St.Louis
the right direction toward responsible stewardship." Reform Organization of Welfare(ROWEL)
-Msgr. Edmund Griesedieck.
3 (continued on page 4)
I �
(St.Louis, continued from page 3)
would be appointed by the Mayor and organization
approved by the Board of Aldermen. operating in the
The Commission is to include a member immediate project „The City must become aggressive in its efforts to
of the financial or banking industry;a area.
implement revitalization strategies that balance
member of a labor union;a member of
an organization dedicated to residential Grant funds can be economic development efforts with affordable housing.
home development and construction;a used for 1 believe in the establishment of . Affordable
member from the real estate industry;a modifications to Housing Fund." Rev.B.T. Rice.
member who is a tenant in subsidized accommodate people
housing;a member from an organization with disabilities,
that advocates on behalf of disabled lead-based paint
persons;a member from the health care abatement,emergency home
profession;a member from repair assistance,temporary
organizations that advocate on issues emergency services to prevent _
"The problem of lead poisoning in St. Louis is extreme L
and an Affordable Housing Fund could help solve the -
problem."--Dr. Kwesi Dugbatey,St.Louis University a l
School of Public Health.
relating to affordable housing;and three homelessness,emergency and
b
members from the community at large. transitional housing,security
deposit,utility deposit,down
The Commission is to study the status payment,and closing costs s
and quality of affordable and accessible assistance. Funds may also be
housing in the City and make annual used for support services ------ -- —°1
recommendations regarding action to be where appropriate.
taken by the City to improve housing St.Louis housing in need of repair.
opportunities. The Commission will be All funds are to be for the Source: Campaign for Housing and Jobs.
responsible for establishing and benefit of households earning
providing funding for a loan and grant no more than 80%of the St.
program and other programs and Louis area's median income
services designed to develop and and at least 40%of the
preserve affordable and accessible expenditures each year are
housing. An Executive Director of the to benefits households
Affordable Housing Commission is to be earning 20%of the area's "I regularly visit seniors in homes that
within the executive branch of the city median income or below. need repair but there is just no money
government. available."--Buz Zeman,Housing Options
The Commission may give provided for the Elderly, Inc.
Loaned funds can be used by developers preference to funding
for the rehabilitation,modification, projects that create
construction and preservation of employment opportunities
affordable and accessible housing for residents of low income
approved by the Community neighborhoods and public
Development Agency. Units are to housing in the City of St.Louis.
remain affordable for their entire useful Preference may also be given to funding Contacts: Laura Barrett or Janet
economic life and all new units, projects that pay a living wage of at least Becker,Campaign for Housing and
supported by the fund,are to incorporate $8.75 per hour plus benefits to all Jobs, 1027 S.Vandeventer,41 floor,St.
"universal design" standards to promote persons employed on the project. Louis,MO 63110(314-533-4651)
affordable and accessible housing for the (www.affordablehousingfund.20m.com).
disabled. Each project funded is to be
sponsored by a housing or neighborhood
4
� 1
Florida°s Sadowski Coalition Keeps
Mousing Trust Fund Vital to the State
Florida's housing trust fund was created During deliberations over a state versus technical assistance component of the
in 1992 with the passage of the William local housing trust funds,these players Sadowski Act,wherein the Florida
E.Sadowski Act. This Act raised the were brought together by Jaimie Ross, Housing Coalition has a contract to
statewide documentary stamp tax the Affordable Housing Director at 1000 provide direct technical assistance and
(transfer tax on deeds)by ten cents per Friends of Florida,a smart growth workshop training to both local
$100,effective August 1, 1992,and organization with no history in the governments and nonprofits.
transferred another ten cents of existing housing debate. This
documentary stamp tax from the general diverse set of special
revenue to the housing trust fund, interest groups
effective July 1, 1995. For Fiscal year negotiated a
2000-2001,appropriations from compromise proposal
Sadowski funds are more than$184 that enabled each q
million,including an extra supplemental organization to win on
appropriation of$8 million. Since its its top priority,while no
inception,the Sadowski Act has one got everything on
generated$1.01 billion of state funding. their wish list. This
basic premise holds the
Additionally,it is estimated that over the coalition together:
next nine years,this fund will generate respect for the key
another$2 billion of state appropriations issues put forth by the
for affordable housing throughout four"sides"—
Florida.While this alone is remarkable, development,local
what is perhaps more intriguing about government,state
Florida's housing trust fund is the government and
coalition that pushed for its passage in housing advocates. r
1992 and continues to sustain a political
force to keep this fund alive. The Act actually created
two trust funds.
Members of the eight-year old coalition Thirty-one percent goes
include: to the state government
• Florida Housing Finance housing trust fund. The
Corporation(the state FHA) state programs include
• Florida Department of Community SAIL(rental production _ ?
Affairs for very low income
• Florida Homebuilders Association persons),HOME match
funds,downpayment
• Florida Association of Realtors assistance for low
• Florida Association of Counties income buyers in the A 60-year old disabled woman living on a fixed income
• Florida League of Cities state's bond program, of$1,125 a month was able to move from this
predevelopment loans dilapidated structure to a new home because of the
Florida Housing Coalition
and grants for non-
fu
Gainesville Housing Rehabilitation Program nded
• Florida Impact profits, support for the through SHIP. Her mortgage payments are now less
• Florida Catholic Conference state's Guaranty Fund than$200 per month. Source: City of Gainesville.
• Florida Legal Services (which is the credit
• 1000 Friends of Florida enhancement for almost all state and
• Coalition of Affordable Housing many local rental bond issues),and the The remaining sixty-nine percent of the
Providers(rental developers,lenders, Catalyst Program. revenues goes to the local government
syndicators,etc.) housing trust fund to fund the SHIP
The Catalyst Program is the training and Program(State Housing Initiatives
5 (continued on page 6)
(Florida, continued from page 5)
Partnership Program). SHIP is a block SHIP program reflect the priorities of every legislative session to reform the
grant program from the state to local the Coalition that put it in place and pact and educate new staff people(same
governments,with general guidelines sustains it currently. These include: organizations,but new faces). They
for the use of the funds. All counties • 65%for homeownership(important have some unwritten rules that everyone
and CDBG-entitlement cities are eligible to realtors); lives by,including: no changes will be
to receive these funds. The Florida . 75%for construction/rehabilitation proposed for the program without the
Housing Finance Corporation activities(important to homebuilders); consent of all members of the coalition
administers the distribution of these and the coalition agrees to speak with
l
funds and is charged with monitoring income targeting(important one voice to the Legislature.
compliance with the Act.The state is housing advocates)--30%for very low
income,another 30%for low income, In addition,there are workings in place,
limited to no more than 5%of the funds
for administration. and the remaining 40% for very low , created through the Act,that help sustain
low,or moderate income,at the the Sadowski program.
The SHIP funds are distributed discretion of local governments;
according to a formula based on • all local governments receiving (1) The Catalyst Program,currently
population,with each county receiving a SHIP funds must expedite all permits administered by the Florida Housing
minimum allocation of$350,000. Cities related to affordable housing(important Coalition,works to make sure that the
receive a pro rata share of the county's to the development community); money is spent wisely and within the
allocation. Interlocal agreements for • flexible guidelines for the use of the law. This keeps the Legislature
program management are encouraged funds(important to local governments); believing in and confident of the
and many localities have SHIP programs • entitlement grants to cities and program's success.
that are integrated between the county counties(important to city and county
and CDBG cities. � associations); (2) Housing advocates make a point
• funds to support core state housing of telling the story,highlighting
Thus,the final requirements for the programs that actually work and
programs(important to the
finance agency bragging about what has been
state housing
+•_- accomplished. This keeps the program
s because its programs would visible.
be funded and also to housing
•• advocates because almost all (3) Because the SHIP program
of these programs are distributes funds throughout the state,
concentrated on very low and the coalition has been able to keep non-
low income households);
$ urban legislators supporting the
s'a all local program,when otherwise funds could
governments receiving SHIP have easily been concentrated in major
funds must adopt a three year metropolitan areas. Thus,the entire
plan for expenditure of funds legislature has a reason to back this
\ (important to the state);and program.
• a limit of 10%on
local administrative costs (4) The program has leveraged
(important to the legislature). significant private and public dollars
throughout the state. Specifically,$2.09
When the bill actually passed, billion of private sector investment in
!+ ` ` teams representing members affordable housing was made in
of the coalition sat in the conjunction with the Sadowski dollars
galleries so that Senators from 1992-2000,demonstrating that the
could see the"deal was still state's initiative has encouraged
on." This team approach has investment from others throughout the
remained critical in sustaining state.
Florida's housing trust fund.
Contact: Jamie Ross, 1000 Friends of
How does this coalition Florida,P.O.Box 5948,Tallahassee,FL
remain intact? It meets,eight 32314 (904-222-6277).
years later,as needed,but
Woodhill Apartments in Orlando, Florida. particularly in advance of
Source: Tlee Wilson Company.
6
Illinois Creates Database to Improve Housing Policy
In the mid-1990's the Statewide Housing Authority. The following information is • Total assisted units
Action Coalition(SHAG)and Latinos provided on each development: • Unit size and rent level
United(LU)came to an alarming
conclusion: housing policy was being • Name of development project • Total project cost and breakdown of
all revenue sources
established and implemented in a • Name of project sponsor • Income levels served categorized b
vacuum of information. No one seemed g y
to be keeping track of where assisted ' Name of managing agent moderate,low,very low,and extremely
housing units existed in Illinois or whom • Type of building:rehab or new low income
they served. SHAC and LU decided it construction • Address
was necessary to create a • Total number of units • Name of developer
comprehensive,unduplicated list of
assisted housing in Illinois and to do so
created IHARP(Illinois Assisted Illinois Affordable Housing Trust Fund
Housing Research and Action Project). Sponsors of Multi-Family Developments
IHARP has been a five-year journey into
i
the complexities of affordable housing - , i�� '•�"• i .�,
--L.�T-G
development and data base creation. •_ - t -W '
Regardless,SHAC and LU felt it was _.__.__ Lg7;
important to give policy makers, i
government officials,community j \ _ L _r -� _ i••r.�
organizations and others accurate _^ ! i 01
i
information with which they could make r-_�v� '"" �- ��� •• I L ------
decisions
-----decisions about the future of housing in - �'L�.L t---J---� • !
Illinois. i z""- • i - - -i
The goal of the Illinois Assisted Housing =1 - 1
Research and Action Project is to create d J N • •`� �-m -- i
the first comprehensive listing of i .___ li - - J.
assisted multi-family housing units in - - J . {: ! r' . "•
the state of Illinois. The database
includes information both for publicly- ••• r.�- • ,-.J • i-.
owned housing as well as for assisted
housing that is owned and managed by -I—"�"T ! ' L--•-�
private for-profit and not-for-profit
Sponsor Type \ - r-
developers,including housing funded V -- ! � iJ --�---i i---�-- i4
through the state's housing trust fund. • For Profit
g g • Not for Profit '�.•' '�.• m _ J — J--- -- c
0 For Profit/Notfor Profit
;t• �__.�I '-"'° i
This database provides information to O Government
guide housing policy at the local,state,
and national level and to increase the ' �� J -� i t .__ _L'Z•�•`
capacity of community groups to affect `•.�.i�-m- i �._.� r:
housing policy creation and Source: (HARP Database O-
implementation. ® • i i i i
When completed,IHARP will include
all multi-family housing in Illinois.
Currently the database includes \ `•
information from the two major funders
of affordable housing in Illinois: HUD
and the Illinois Housing Development
7 (continued on page 8)
(Illinois, continued from page 7)
• Type of development are located in the Chicago metropolitan households at 50%of median income
• Year funded region and many are in neighborhoods and below. IHARP,in cooperation with
• Total occupied units that have improved significantly in the Trust Fund staff,is initiating a project to
past few years. At this time, 84%of the further analyze income levels of the
• Accessible units project-based Section 8 units in Illinois households being served to assess if all
• Racial/ethical background of are eligible to be converted when their incomes below the thresholds are being
occupants contract expires--a potential loss of reached by Trust Fund projects.
55,000 units of affordable housing. The
Each year,IHARP will update the IHARP program maps the impact this While the Trust Fund has been an
database. By 2001,the IHARP database would have. unquestionable success at spurring
will be available on the Internet, affordable housing development,the
allowing government agencies, The Illinois Affordable Housing Trust Illinois affordable housing crisis still
developers;researchers,and others to Fund is also part of this first annual looms large. More than 1.6 million
pursue independent research. The report. Since 1990,the Trust Fund has Illinois households are eligible for Trust
IHARP project sponsors work with provided about$190 million for nearly Fund housing. During the Trust Fund's
community-based organizations to 20,000 affordable units throughout the ten-year history,funding levels have
provide assistance in utilizing the state. This has leveraged more than enabled it to serve less than I%of the
database and designing research $750 million in other sources of state's eligible households.
projects for local organizing and financing. The Trust Fund has also
advocacy efforts. At SHAC's statewide helped create a network of affordable IHARP,in its first annual report,
Convention last November,IHARP was housing developers across Illinois. concludes with a few recommendations
demonstrated and housing advocates based on its database findings. First, it
were taught how to use the database to To ensure that funds are spread recommends increasing the revenue
support their advocacy and development throughout the state and reach source dedicated to the Trust Fund--the
work. households that are truly in need,there state's real estate transfer tax. It notes
are geographic distribution and that since the increased real estate
The IHARP project is a collaboration of household income guidelines for the transfer tax has been imposed,sales have
Latinos United,the Statewide Housing Trust Fund. Based on state increased...proving that this minimal
Action Coalition,and the Nathalie P. demographics,64%of available funding tax has not adversely affected real estate
Voorhees Center for Neighborhood and is designated to metropolitan Chicago sales. IHARP recommends that the real
Community Improvements at UIC. counties, 18%to other metropolitan estate transfer tax be increased an
counties, and 18%to non-metropolitan additional$0.25 per$500 sales price,for
In its first annual report,information is counties. Funds may only be used for a total of$0.50 per$500 in real estate
presented on HUD-funded projects, low-income households with half of the sales being allocated to the Trust Fund.
including Section 8 Expiring Contracts, funds.set aside for households at or
and the Illinois Affordable Housing below 50%of area median income. The report further recommends that the
Trust Fund. Trust Fund could do more to ensure that
IHARP focuses mostly on the multi- underserved areas receive more funding,
In Illinois,approximately 2/3 of the family rental units and found that while including building the capacity of
40,000 federally assisted units have the Trust Fund program has fulfilled its nonprofit development organizations to
Section 8 subsidy contracts that will geographic distribution objectives,rental serve those areas. IHARP also
expire in the next five years. IHARP units are more concentrated in the recommends that the state take steps to
maps the total Section 8 units by county metropolitan Chicago area. Although maintain all project-based Section 8 to
and identifies those that can convert or the Chicago metro region shows a mix preserve this housing and improve
opt out of the program. At least 34 of home ownership and multi-family monitoring and accountability for those
different properties have left the Section developments,projects outside the properties whose contracts could expire
8 Program in the last two years,either Chicago metro area are predominately within the next four years.
pre-paying in order to leave or being home ownership. Analysis also shows
terminated by HUD. The change in that there may be some geographic areas Contact: Michael Burton,IHARP,
rents for these properties varied widely, of the state that are underserved by the Statewide Housing Action Coalition,202
with many increasing by 50%or more. Fund. S.State,Suite 1313,Chicago,IL 60604
Most properties increased the contract (312-939-6074)
rent by at least$100 per month. Most The Trust Fund is meeting its legal (shacorg @ ameritech.net).
developments that have pre-paid or requirement to allocate funds to very-
voluntarily left the Section 8 program low income families with half going to
8
V
GeoTgh%'s Ten-Year Trust Yund
Works to Eliminate Homelessness
Georgia's State Housing Trust Fund for includes providing seed money to facilities,supportive housing,permanent
the Homeless prefaces its first ten-year several hundred nonprofit organizations housing,and an array of supportive
report by noting that the face of and local governments to open services. The plan also outlines the
homelessness is becoming more emergency shelters,transitional housing, specific projects and activities the Trust
complex. In the 1990's women and and build permanent housing with the Fund will undertake in the coming year.
children became the fastest growing Georgia Department of Community The Trust Fund has helped organizations
segments of the homeless population. Affairs,HUD,and the private sector. acquire land,renovate and build multi-
Homeless people now face poverty, The Trust Fund has also designed and family and single-family units for low
illiteracy,domestic violence,mental funded supportive services to help income households. The range of
illness,unemployment,and substance individuals and families reach their services that the Trust Fund has made
abuse. From 1987 to 1997,the homeless highest level of self-sufficiency. available to families over the years
include childcare,education,
" - employment training, meals,
r clothing,mental health
counseling,primary health care,
_ substance abuse therapy and a
4, variety of other support. The
�rG
` � _ >�i�u'`•_ `� Trust Fund also administers the
•r ��� HUD-funded Emergency Shelter
Grant Program. In 1998-99,
r 1. some$14.5 million was made
available through the Trust Fund
•Q, "'. .Y '?; J+'s1` t to more than 200 organizations
' zt.'#,�3z'.•..�:, -o_a- 1 statewide.
• s," • The Continuum of Care is only
as effective as the organizations
3>4 that implement it. To ensure
that providers have the
necessary tools they need to
manage facilities and deliver
services,the Trust Fund makes
r funding available so that
The Family Program for Women and Children offers comfortable,service-enriched housing for 12 low- organizations can receive quality
income women who are either homeless or at risk for homelessness and who have AIDS or are HN- technical assistance. This
positive. The former school was reconfigured into apartments, communal recreation,meeting spaces, technical assistance has included
and a learning center. A network of collaborating agencies supports the residents. The sponsor is training on the acquisition and
Jerusalem House,Inc. in Atlanta, Georgia. Source: Fannie Mae Foundation. building of housing facilities as
well as successful board
population has increased three-fold in The Trust Fund's effort to combat recruitment and development,financial
major cities in the United States. At any homelessness in Georgia is guide by the accounting,and other areas that support
given point in time,some 50,000 people Continuum of Care Plan for the Balance the organizations'overall growth and
are homeless in Georgia. About 20%are of the State. This is the state's blue print development. In 1998-99 more than 400
in rural areas. for providing progressive care to hours of technical assistance was made
homeless persons with the goal of available through the Trust Fund.
In the ten years since the State Housing preventing,eliminating and minimizing
Trust Fund for the Homeless began its the ill-effects of homelessness. This The Trust Fund also sponsors a variety
work,it has sponsored several statewide plan includes an inventory and gap of new projects that are designed to
initiatives to combat homelessness. This analysis of shelters,transitional fulfill and expand on Georgia's
9 (continued on page 10)
I �
i
(Chicago,continued from page 9) `
Continuum of Care. Some current
projects include:
• Best Practices Technical
Assistance Program. Some 30
organizations are participating in this Program Name Amount Allocated
program by coordinating staff and local
homeless organizations to provide peer Emergency Shelter Grant $4,667,296
Supportive Housing Development Program $ 412,467
training to other homeless providers. Nonprofit Technical Assistance $ 336,133
Affordable Housing $6,875,450
° Regional Homeless Resources Supportive Facilities $ 865,000
Fairs. Eventually these events will be Housing Opportunities for Persons with AIDS $ 38,910
held annually in each of the twelve Administration $ 332,836
regions of the state. They offer forums
for the exchange of ideas and support to Total Allocation $13,528,092
explore new projects and new ways of Source: Georgia Department of Community Affairs
serving homeless people.
• State Homeless Advisory Council
and Interagency Council. These two
council bodies have been formed to Mental Retardation and Substance this grant to the Georgia Department of
recommend policies and coordinate Abuse,this program provides a unique Community Affairs to develop 134 units
programs. blend of therapy and transitional to permanently house homeless persons
housing. afflicted by mental illness and/or
• WebPage. This Homeless substance abuse. The Trust Fund will
Services Web Page features a directory Next Step Program. This administer$4.5 million to eleven
of all homeless service providers in the program helps homeless families reduce organizations to deliver the housing and
state,along with links to each and/or eliminate barriers that prevent services to homeless clients.
organization listed and other state and them from gaining access to
federal agencies. It can be viewed at employment,education,training and Each year,the State Housing Trust Fund
www.dca.state.ga.us/housing/ housing. Participants contribute to their receives funding from the state and HUD
homeless.html. rent and to a savings account to achieve to provide these facilities and services.
a series of goals toward becoming self- HUD funds pay for Housing
• Transitional Supportive Housing sufficient. To date, 160 persons have Opportunities for Persons with AIDS
Program Collaborating with the participated in the program. (HOPWA)and the Emergency Shelter
Georgia Department of Human Grant Program(ESG). State funds
Resources Division of Mental Health/ Shelter Plus Case. HUD awarded (typically$3.375 million per year)
provides matching dollars for ESG and
makes additional money available for
Y the balance of projects operated by the
Trust Fund. Since 1989,the State Trust
Fund for the Homeless has awarded
$28.8 million to local governments and
private nonprofit organizations to make
facilities and services available to
homeless persons.
Contact: Terry Ball,Georgia
Department of Community Affairs,60
Executive Park South,N.E.,Atlanta,GA
`max 30329-2231 (404679-0569).
Tr ..�'SRlii'R�
L �c
The Family Program for Women and Children,sponsored by the Jerusalem
House,Inc. in Atlanta, Georgia Source:Fannie Mae Foundation.
10
Burfinot®n Housing Trust Fund Reports
®n First Ten Years
The City of Burlington,Vermont reports Economic Development Office and is affordability of the units for very low,
on the ten-year history of its successful overseen by members of the Community low or moderate income households
housing trust fund. Funded through a Development Committee of the City with a minimum term of affordability of
one-cent addition to the property tax, Council. The housing trust fund was 10-40 years combined with recapture
over ten years,the Fund has invested first mentioned with the creation of an and return of public subsidies. No less
more than$1.5 million in affordable "anti-speculation" ordinance which was than 60%of the funds are to benefit
housing in Burlington. These funds later rejected by the state legislature. projects serving low income households.
have enabled the City to: The Fund was actually included in a city Administrative costs for the fund are
ordinance regulating the conversion of limited to 15%of its annual_distribution.
• Create and rehabilitate more than rental housing to condominiums and Part of every year's awards is to be in the
750 units of low income housing; cooperatives. While the condominium form of capacity grants.
• Operate,maintain and make conversion ordinance did not create any
improvements to the Waystation,a 36- funds for the housing trust fund, it did An unusual aspect of Burlington's
lay the groundwork for the creation of a Housing Trust Fund is its support of
bed shelter for the homeless; fund to support perpetually affordable capacity grants,defined as "a gift or
• Operate Project HOME,a project housing. The idea to raise property grant that supports the staffing,training,
that links people with extra living space taxes by a penny was approved by 51% planning,fundraising,or ongoing
with those looking for affordable of the voters in 1989. operations of a nonprofit corporation,
housing; thereby increasing that corporation's
• Create housing alternatives for Over the life of the housing trust fund, capacity to create or preserve housing
low income people through the the vast majority of project funding has for very low,low, and moderate income
Burlington Community Land Trust: a been allocated to three nonprofit households."
residence for homeless women, organizations: the Burlington
transitional housing for single parents, Community Land Trust,the Champlain Organizations have used this funding to
community houses for the chronically Valley Mutual Housing Federation,and finish rehabilitation and other funded
mentally ill and homeless,youth, 139 the Lake Champlain Housing projects as well as develop new units.
perpetually affordable rental apartments, Development Corporation. Funds are to
175 limited-equity cooperative units,and be used to acquire,construct,
more than 104 affordable single-family rehabilitation.or otherwise _
homes and condominiums in Burlington; finance housing.
• Leverage at least$47,152,245 for
project funding and$7,295,798 for Preference is given to projects
organizational capacity funding through that guarantee the perpetual �'\
both public and private
sources;and • - I /)
° Stabilize a
nonprofit infrastructure
and municipal housing =
agenda called theHousing Tenure
N ..
Ladder,which is
imbedded in the
housing policies of the
City of Burlington [see - ---
page 121.
s
The Fund is Housing preserved by the Burlington Community
administered by the land Trust's Old North Project. Source: The
Community and Burlington.Community.Land Trust.
1 1 (continued on page 12)
ir
Housing Trust Fund Project Non-Profit Org.
Center for Community Change U.S. Postage
1113 Cougar Court PAID
Frazier Park, CA 93225 Bakersfield, CA
Permit No. 1181
Return Service Requested
Printed on recycled paper.
Burlington, continued from page /l.
Burlington Community Land Trust Housing Tenure Ladder
provides ongoing property management
and annual maintenance services for
their rental properties. Funding also Burlington's Housing Policy has
supports housing counseling and been shaped around the concept of
provides financial resources to low a Housing Tenure Ladder. The —Fee Simple Ownership--
income households. These funds have intent is to guarantee both to"right --Community Land Trust Ownership--
supportedProject stay put"and a"chance t
J HOME and the m move." The rungs of the housing --Limited Equity Ownership--
Waystation,offering a network of --Condominium--
services to homeless people. Funds also tenure ladder consist of a wide
helped with the formation of affordable range of living situations and --Limited Equity--
cooperative housing and with studies to tenures. The framework of --Condo Cooperative—
identify more efficient was to provide Burlington's policies is to ensure
Y Y P
affordable housing, in addition to many that the tenure of residents at any --Limited Equity Cooperative—
other is not threatened,to create --Resident Controlled Non-Profit Rental--
other projects. opportunities at every rung and to --Non-Profit Rental—
ease the process of moving from
Contact: Brian Pine,City of --For-Profit Rental—
Burlington,Community&Economic one housing tenure rung to
� � tY --Rental with Support Services..
DevelopmentOffice,City Hall,Room another. Housing Trust Fund
monies.go to a wide range of --Transitonal Housing-
7232).
VT 05401 (802-865- organizations that support all --Shelter Housing—
rungs of the ladder.