Housing Stability Council 2020 HSC... · 2020-03-02 · March 6, 2020 HSC Mtg. Material Page 6. Approval of Meeting Minutes for January 3, 2020: Chair Hall introduced meeting minutes

Housing Stability Council MEETING MATERIALS PACKET

New Meadows/New Avenues Portland, Oregon

March 6, 2020

9:00 a.m. – 2:00 p.m.

Oregon Housing & Community Services

Conference Room 124 A/B

Salem, Oregon 97301

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AGENDA March 6, 2020

9:00 a.m.-2:00 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

Council Members:

Claire Hall, Chair

Sarah DeVries

Sami Jo Difuntorum

Barbara Higinbotham Anna Geller

Mary Li

Gerardo F. Sandoval, PhD

Charles Wilhoite

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.

TIME TOPIC SWHP Priority ACTION

9:00 Meeting Called to Order Roll Call Call Roll

9:05 Public Comment Discussion

9:15 Meeting Minutes Approval

February 7, 2020 Decision

9:20

Homeownership Division (pg. 19) Emese Perfecto, Director, Homeownership Division

Oregon Bond Loan Approvals – Kim Freeman, Single Family

Program Manager

Restore Health & Safety Framework briefing – Kim Freeman, Single

Family Program Manager

Decision

Briefing

10:00

Affordable Rental Housing Division (pg. 29) Julie Cody, Director, Affordable Rental Housing

Multifamily Housing Transactions

Sunny and College Manor – Samuel Brackeen IV, Production

Analyst

Permanent Supportive Housing Update – Natasha Detweiler-

Daby, Senior Policy Analyst and Amy Cole, Senior Program

Analyst

5-Year Consolidated Planning – Rick Ruzicka, Operations and

Policy Analyst

Decision

Briefing

11:00 BREAK

11:15

Housing Stabilization Division (pg. 55) Andrea Bell, Director, Housing Stabilization

TANF Pilot Program – Andrea Bell, Assistant Director and Sheila

Parkins, Program Analyst

Rental Market Resources Clarification Information – Andrea Bell,

Assistant Director and Sheila Parkins, Program Analyst

US Department of Energy State Plan Briefing – Andrea Bell,

Assistant Director Tim Zimmer, Energy Services Section Manager and

Steve Divan, Weatherization Program Manager

Decision

Briefing

12:15

Chief Financial Officer: (pg. 69) Caleb Yant, Chief Financial Officer, CFO Division

OHCS and DLCD Joint Presentation on HB2001 and HB2003 –

Kate Srinivasan, Research Analyst; Kim Travis, Housing Integrator; and

Ethan Stuckmayer, DLCD Policy Analyst

Briefing

1:00 Report of the Director Briefing

1:30 Report of the Chair Briefing

2:00 Meeting Adjourned

March 6, 2020 HSC Mtg. Material Page 1


9:00 a.m.-2:00 p.m.

Oregon Housing and Community Services, Room 124 A&B



Council Members:

Claire Hall, Chair

Sarah DeVries

Sami Jo Difuntorum


Mary Li


Charles Wilhoite



The Housing Stability Council helps to lead OHCS to meet the housing and services needs of low-

and moderate-income Oregonians. The Housing Stability Council works to establish and support

OHCS’ strategic direction, foster constructive partnerships across the state, set policy and issue

funding decisions, and overall lend their unique expertise to the policy and program

development of the agency.

The 2019-2023 Statewide Housing Plan outlines six policy priorities that focuses OHCS’ investments

to ensure all Oregonians have the opportunity to pursue prosperity and live from poverty.

For more information about the Housing Stability Council

or the Statewide Housing Plan, please visit Oregon

Housing and Community Services online at

https://www.oregon.gov/ohcs/OSHC/Pages/index.aspx

Statewide Housing

Plan Policy Priorities

Equity & Racial Justice

Homelessness

Permanent Supportive Housing

Affordable Rental Housing

Homeownership

Rural Communities




2:00 a.m.- 4:00 p.m.

Oregon Housing and Community Services,

DSL Board Rm 201



Council Members:

Claire Hall, Chair

Sarah DeVries

Sami Jo Difuntorum


Mary Li


Charles Wilhoite



TIME TOPIC SWHP Priority ACTION

2:00 Meeting Called to Order Roll Call Call Roll

2:15 2021-23 Legislative Agenda Development

Process update and preliminary content discussion

4:00 Meeting Adjourned




Council Members:

Chair: Claire Hall

Sarah DeVries

Sami Jo Difuntorum


Mary Li


Charles Wilhoite

February 07, 2020

Oregon Housing Stability Council Meeting Minutes

Chair Hall called the meeting to order at approximately 9:00 am, introduced Caleb Yant, Chief Financial

Officer, who was acting Director in Executive Director Margaret Salazar’s absence. Acting Director

Yant announced that Governor Kate Brown officially nominated Claire Hall as Chair of the Housing

Stability Council. Chair Hall thanked everyone and stated that the Council is a diverse group, that they

will miss Chair Val Valfre’s leadership, and that she will do her best to maintain the high standard that

Chair Valfre has set. Chair Hall then called for the roll call.

Agenda Item: Roll Call

Councilmember Present Excused Absent By phone Devries, Sarah X Difuntorum, Sami Jo X Chair Hall, Claire X Higinbotham, Barb X Geller, Anna X Li, Mary X Sandoval, Gerardo X Wilhoite, Charles X

*With at least six members in attendance, we have reached a quorum for voting purposes

Public Comment:

Jonathan Nuñez and Adena Warner on behalf of Habitat for Humanity provided testimony. Adena

Warner began by sharing some facts about the key ways HFH has impacted the state. There are 26

offices throughout the state, and together they have added $35.6 million to the state’s economy in 2018;

collectively they supported 368 jobs; and Habitat homeowners have contributed over $2.3 million in

property taxes in 2018. She also shared that they are excited about bringing volunteers together, which is

a big part of their mission. In addition, Restore is a significant revenue generator, but most of all, they

are proud to work alongside with families to provide stable and safe homes for their children. Jonathon

Nuñez told his story about how owning their own home has affected their lives. His kids can run free,

and it has helped him to grow as a person as well. Being a homeowner is a dream come true and

working with Habitat was a great experience.

Next speaker, Erika Silver, Clackamas County Program Manager, came to address tenant education and

how to eliminate barriers to rental housing, applications and how it affects students, particularly those of

color. She stated that tenant education programs, like Rent Well, are key for helping low-income

families to address the struggles they face with housing.

Jimmy Jones, Executive Director of Mid-Willamette Valley Community Action Agency – introduced

Maggie Bartholomew, Community Action Agency of ORCCA, who described the challenges of the


rental market industry in rural areas in Oregon. ORCCA developed programming designed to network

with and engage landlords, offering them information about their programs, including hiring a full-time

Member Engagement Specialist and implementing a 24-hour hotline and rent guarantee program. Ms.

Bartholomew recommends OHCS and the Council consider incorporating language to include this type

of programming; specifically expanding the term “technology” to include developing landlord hotlines

and expanding “tenants landlord” to include landlord engagement- and retention-related work. She

stated that doing so could create flexibility in creating programs that align with the Statewide Housing

Plan priorities.

Jimmy Jones stated that ultimately the objective is trying to do a better job of tearing down barriers for

clients and that many levels exist to those barriers. At the highest level, there are government programs

ensuring that rules and regulations are designed to ensure that the resources are being used as intended.

Often times the rules can sometimes create barriers for those trying to use the resources and are not

reflective of the agencies implementing the programs nor those trying to access the programs to become

housed.

At the next level, there are expectations of those clients before they are able to access the programs. He

stated that the programs need to be client-centered and reflective of the barriers that clients face on a

consistent basis, and that people of color experience a disparate impact.

Lianne Thompson, Clatsop County Commissioner, praised Governor Brown for appointing Chair Hall

and commended the Council’s commitment to changing the realities of people in Oregon through their

work and through public institutions. She described how in rural Oregon there is a lack of access to

funding and that housing has been transformed by the Internet as well as from residential to commercial

activities, and that people of color are often afraid to be visible due to current federal policies. We need

greater access to funding to create the infrastructure and help to be a viable, safe community.

Ariel Nelson from the League of Oregon Cities, provided comments on the Framework for GHAP

capacity building recommendation. She thanked the Council for recognizing the roles that cities and

counties play in addressing housing needs across the state. She also wanted to remind the Council that

cities are always ready and eager to be a part of the solution and that one of her goals and privileges is to

create stronger connections between cities and agencies on the work that is being done here. In reference

to HB 4006 from 2018, it is limited to cities with populations over 10,000, and she encourages the

agency not to limit the scope of these resources and to consider removing the limitation.

She also let the Council know about the upcoming Spring Conference in Hermiston on April 24, 2020,

which will include panel discussions on homelessness, development, as well as one legal piece on the

Boise decision.

Allan Lazo, Executive Director of Fair Housing Council of Oregon thanked the Council for recognizing

the need to expand rental market resources. They have been working to form partnerships with the local

resources to help amplify how cultural communities are not being served. By combining resources,

education and outreach with the trusted local partners, it can help increase services and reporting in

those communities. If we are not opening the doors for those most vulnerable, we are not fulfilling the

need.


Approval of Meeting Minutes for January 3, 2020:

Chair Hall introduced meeting minutes for council approval and called for motion. Councilmember

Devries moved to accept the minutes, and Councilmember Difuntorum seconded the motion. Chair Hall

then called for the vote.

Agenda Item: Meeting Minutes Approval

Motion: Move to approve the Oregon Housing Stability Council Meeting Minutes from January 3, 2020

Councilmember Motion Yes No Abstain Excused Devries, Sarah 1 X Difuntorum, Sami Jo 2 X Chair Hall, Claire X Higinbotham, Barb X Geller, Anna X Li, Mary X Sandoval, Gerardo X Wilhoite, Charles X

*With five members voting to approve, we have met the quorum requirements to pass this item.

Homeownership Division (pg. 11) Emese Perfecto, Director, Homeownership Division

Director Perfecto commented on how in the past year, the Homeownership Division was created by

joining groups that were separate and under other leadership. One of the things she has enjoyed is the

work they have been doing looking at communities of color and how that equity lens plays into

everything they do within each program. She has also been going out and meeting with culturally-

specific organizations and having conversations with them about the barriers to homeownership that

they see. Through the task force, they have taken a deeper look at the barriers. Understanding that the

barriers have been long-standing, they cannot be fixed in one day and expectations need to be set

realistically. Her intent is to ensure that program changes are done right, done well, and are lasting.

Oregon Bond Loan Approvals – Kim Freeman, Single Family Program Manager

Comments:

Councilmember Sandoval – Why only one, usually there are several bond loan approvals –

Ms. Freeman stated that about a year ago, they put it up to 95% due to some changes with the Council,

and because these are really close to the purchase price limit and are within the 95%, they are hoping

they don’t have to bring them all at once every month to the Council. The reason is due to process flow

issues where they had to hold up loan approvals until they could bring them to the Council, and

payments could not be made to the lender in a timely manner.

Councilmember Li – She knows we don’t talk about demographics due to privacy concerns – are the

demographics being tracked and included in the overall data?

Ms. Freeman stated that yes, as much as is reported to us.


Agenda Item: Oregon Bond Residential Loan Consent Calendar Motion: Approve the Oregon Bond Residential Loan Consent Calendar

Councilmember Motion Yes No Abstain Excused Devries, Sarah 2 X Difuntorum, Sami Jo X Chair Hall, Claire X Higinbotham, Barb X Geller, Anna X Li, Mary X Sandoval, Gerardo X Wilhoite, Charles 1 X

Pass/Fail 8:0:0:0/ PASS 2019 Oregon Bond Residential Loan Program Highlights – Kim Freeman, Single Family Program Manager

Ms. Freeman pointed out that the packet includes a quarterly report, which breaks down the counties

served, total loan count, loan amounts, percentage of minority households, etc..

Ms. Freemen thanked Chris Knight, Residential Loan Program Specialist, and the Debt Management

team, who implemented process improvements to adjust the lending rates in a more-timely manner.

Ms. Freeman then presented the program highlights. You can find more information here.

Oregon Bond Residential Top Lender and Top Loan officer recognition – Kim Freeman, Single Family

Program Manager

Next, Ms. Freeman presented the recognition awards.

Introduced Top Lender Mary Tillery to present award. Ms. Tillery thanked the program for all of the

people she and her team have been able to help because of them.

Joe Potwara from Guild Mortgage - Top Lender –

Thanked Mary for her great work with customers, especially first-time homebuyers.

Kim added a note about data collection – she has reached out to lending officers to find out why

information is not being added into the database. She has been working with partners to help with

homeownerships.

Comments:

Councilmember Li would like us to think about some action to try this fiscal year and investigate issues

with the system.

Mary Tillery stated that we can move the demographics information to the beginning of the loan

application rather than at the bottom where it is currently.

Director Perfecto stated that there is a plan to reach out and see how we can educate lenders to collect

the data, and we are working on HB 4003, which includes funding for education.



Ms. Tillery stated that they can also create a form.

Manufactured Housing Update – Kim Freeman, Single Family Program Manager

Kim freeman introduced new employee – Chelsea Cato – Manufacture Housing Lead

Comments:

Councilmember Devries asked if the structure will change to part of Multifamily. Ms. Cato stated

preservation of parks is with Multifamily. Councilmember Devries stated that it would be helpful to

know how many people we expect to serve with these dollars, and is it a pilot? Director Perfecto stated

that more information is coming.

Councilmember Wilhoite asked if we have had any connection with increasing investments with these

new programs. Ms. Cato stated that yes, the Meyers Memorial Partnership, for example, has participated

and encourage communication to help leverage dollars.

Acting Director Yant added context to Councilmember DeVries’ questions – relating to the $9.5 million

for park preservation that is different from GHAP, is that the statute language states that it is to be lent to

CDFI and then they create a revolving fund source through that. Then, referring to number of clients

served, next month we will begin to talk about 2021 budget and part of those discussions will speak to

how we can determine the number of clients served.

Councilmember Sandoval stated that he supports the CO-OP model for ownership and asked if there is a

plan to move to that type of model from private ownership to CO-OP. Ms. Cato stated that yes there is a

community organizer, Casa Oregon, that helps CO-OPs with loans and ways to help. Partners are

looking for ways to expand that, especially in rural areas.

Councilmember Li stated that as we are setting up the program, we need to say that we are in favor of

these and plan to explore and move to the CO-OP model, and legislation is an opportunity to do that.

Affordable Rental Housing Division (pg. 17) Julie Cody, Director, Affordable Housing Finance

Director Cody introduced two new Assistant Directors Roberto Franco and Rebecca DelMar.

Gap Offering Decisions (Summer 2019 GAP NOFA) – Tai Dunson-Strane, Senior Tax Credit Program

Manager; Ed Brown Gap Program Manager; Natasha Detweiler-Daby, Senior Policy Analyst

Chair Hall requested that the Blackberry Hill Apartments project request be voted on separately, as she

is on the Board of Directors for one of the non-profit organizations. She declared a conflict of interest,

and will abstain from voting.

More information on the projects can be found here.

Comments:

Councilmember Sandoval asked for information on if the incentive had an impact on the applications.

Ms. Detweiler-Daby stated that there has been impact. Mr. Brown added that we funded project sites

and will be prioritizing those with transportation infrastructure.

Councilmember Difuntorum asked for clarification about the Portsmouth project and if points were

awarded for partnering with the Tribes. Ms. Detweiler-Daby stated that there were no points awarded

specifically for Tribal projects, but were awarded for having culturally responsive services and outreach.



Councilmember Difuntorum asked for more clarification in regards to language where it speaks about

what constitutes representing a tribe, if there is going to be some type of preference given or scoring for

representing a Tribe, that there needs to be something from an actual Tribe that supports that. Ms.

Detweiler-Daby agreed there needs to be more specific language in order for it to be scored.

Councilmember Devries commented that we need to evaluate at what point the drivers become

minimum thresholds, which will hone the scoring and fine tune the deliverables on the policy objectives.

She also had a question about the last meeting where they had a pre-approved GHAP and the deal came

back through and had a question about where the deal was at its closing spot relative to where it was

when they approved the GHAP. She asked if there will be a closing recalibration of these funds to

ensure that they are needed and that our programs are working most efficiently. Ms. Detweiler-Daby

stated that additional analysis would be performed, to ensure that the resources are used efficiently.

Councilmember Wilhoite – In reference to MWESB contracting, he asked what kind of direct reporting

comes back to the Council? Ms. Detweiler-Daby stated that MWESB is reported at construction close

and final completion of project. Director Cody stated that the new strategy is not up and running yet, but

we are working on getting that information sooner. Councilmember Wilhoite also pointed out that term

“handicapped” should be changed.

Councilmember Li stated that we spend a lot of time talking about the strategies and how we use the

point system and is excited that we are at this point and some of our assumptions as lined out in the

Statewide Housing Plan are working. She thanked the staff and stated that these projects would not be

here without a sincere commitment to equity and racial justice. She noted that there is a wide range of

responses and information in the documentation particularly related to the equity and racial justice

portion of the Statewide Housing Plan, which is a combination of applications that people sent in and

staff review of the information. She further stated that it is challenging because it is not clear whether

someone didn’t speak to it because they are not doing it, or if they spoke to it and we didn’t get it in

there. There is expertise represented – can we pull out the specifics about how they are approaching their

projects from a racial justice lens and share with cohort projects and developers? She would like to

include aggregate information about Race and Ethnicity in general. If we don’t have it, it is okay to say

that, and we are working on it. Suggested to ask the Meyer Memorial Trust Director to come and talk

about partnerships. Ms. Detweiler-Daby stated that they do consult with them about scoring and agreed

that more interaction is needed.

Councilmember Higinbotham stated that it is exciting to see a mix of urban and rural projects and the

group has put a lot of good work in. She asked about how the materials stated that 70 percent of funding

is targeted for rural areas and whether we met the 70 percent or not? If we didn’t, were there challenges

in the applications? Ms. Detweiler-Daby stated that we did not meet that target. We are working on

building capacity and that is one of the areas we will be working on. However, not all of the projects

were in the Portland area, which was one success.

Councilmember Devries stated that if people aren’t aware that we are committing such funds to rural

areas, it would take a little bit of time for the pipeline to come. She asked if there is a plan to put out a

subsequent NOFA specifically to use those funds? Ms. Detweiler-Daby stated that there is a not plan to

create a NOFA specifically for these funds, but we will be putting out a 9% application which focuses

on rural areas, as well as a preservation and LIFT, which focuses resources to rural areas.

Councilmember Devries commented that anytime we say that we will allocate resources to a specific

purpose, it takes time for the market to catch up. If we could pull back and make sure we are meeting


our obligations to the rural communities, at least on an aggregate basis, it lets them know that we are

committed to this. Ms. Detweiler-Daby agreed that we need to work in at least a two-year lead-time on

opportunities.

Agenda Item: 2019 Gap NOFA Results and Recommendations Motion: To approve the funding reservation of the following resources,

115th at Division in Portland; $1,251,340 in Gap

Bridgeway Apartments in Klamath Falls; $1,279,619 in Gap

Douglas Fir Apartments in Portland; $1,157,500 in Gap

HART / Levens for Homeless Veterans in Dallas; $2,055,000

Portsmouth Commons in Portland; $2,355,000 in Gap

River Place 2 in Portland; $1,517,239 in Gap

Stewart Avenue Apartments in Medford; $1,585,000 in Gap

Veterans Village in La Grande; up to $1,486,500 in Gap

Village at Washington Square in Tigard; $1,675,000 in Gap

Councilmember Motion Yes No Abstain Excused Devries, Sarah X Difuntorum, Sami Jo 2 X Chair Hall, Claire X Higinbotham, Barb X Geller, Anna X Li, Mary X Sandoval, Gerardo X Wilhoite, Charles 1 X

Pass/Fail 8:0:0:0/ PASS Notes: Separating out the Blackberry Hill Apartments project due to conflict of interest for Chair Claire Hall. Motion:

Blackberry Hill Apartments in Toledo; $1,627,500 in Gap

Councilmember Motion Yes No Abstain Excused Devries, Sarah 2 X Difuntorum, Sami Jo X Chair Hall, Claire X Higinbotham, Barb X Geller, Anna X Li, Mary X Sandoval, Gerardo X Wilhoite, Charles 1 X

Chair Hall asked the project representatives to stand and be recognized, and reminded Council members

that they are invited to attend groundbreaking and grand openings as their schedules permit. Assistant


Director Franco stated that he is happy to be back at OHCS and that he is committed to working with

our partners to continue the complex work we are striving to accomplish.

Capacity Building: Plan for GHAP Capacity Building Resources – Angela Parada, Capacity

Building Analyst; Natasha Detweiler-Daby, Senior Policy Analyst

Ms. Detweiler-Daby introduced Angela Parada who presented the GHAP Capacity Building Resources

information. Click here to access more information.

Comments:

Councilmember Li stated that she appreciates the care and depth of the information presented, and she

would like to see more about building the capacity of the tenants in our housing and their ability to self-

determine, self-advocate and participate in this system, which is the missing community in this Plan. She

would like to see this as a placeholder as more stakeholder engagement will need to occur.

Councilmember Devries added that there is a bigger concept as to what are our objectives, why are we

doing the work, and how do we measure if we are successful? She asked for clarification on Objective

#8 as to whether we are teaching the organizations how to develop, or teaching developers how to serve

the organizations? The answer will change the materials, who we are targeting, and what the outcomes

will be.

She then asked if we are fulfilling a need that can be met somewhere else in the market? Will the

trainings be recurring?

She ended by encouraging us to be proactive about what we need from the developing community to do,

to help with our obstacles/challenges in the future, particularly 3-5 years out.

Break 11:15 - 11:30 AM

Housing Stabilization Division (pg. 55) Andrea Bell, Director, Housing Stabilization

Rental Market Resources – Andrea Bell, Director and Sheila Parkins, Program Analyst

Director Bell gave an overview of the proposed Rental Market Resources competitive award framework.

More information can be found here.

She stated that the Statewide Housing Plan is our roadmap for the next five years and that we need to

take advantage of every funding opportunity to move the needle forward. Especially now as we are in a

state of crisis, we need to be strategic in the way that we do our business. While we are putting in a lot

of effort and work to address the current crisis, we need to have resources that we can strategically

invest in to continue the work. We need to support tenants to be able to advocate for themselves and

know when those resources are available statewide.

Comments:

Councilmember Wilhoite asked about the technology section of the presentation and whether another

program called OneApp would work for this. Director Bell shared that technology could be a crucial

component to assisting people in finding housing, that technology is an allowable cost, and we would let

the partners and providers decide on the specific types.




Councilmember Li asked Director Bell to expand on the rationale for deciding to go with a broad RFA

rather than within the current distribution system. Director Bell responded that the legislature prescribes

that we use an open competitive process for the funding that comes to us. Councilmember Li stated that

she just wants us to be aware of how any new types of funding opportunities sync up to our current

processes, and that the procurement should require some type of evidence of engagement with

communities of color.

Councilmember Higinbotham pointed out that the Council approved the previous meeting minutes, and

asked for clarification regarding the funding for community action agencies. After referencing the

meeting minutes, Acting Director Yant and Director Bell confirmed that they would listen to last

month’s housing stability council audio to provide further clarification regarding Councilmember

Higginbotham’s comment.

Councilmember Devries asked how the scoring mechanism works and how we will ensure consistency

in allocating the funds. Director Bell explained that the scoring will work through the RFA process, that

OHCS will ask the communities which programs they will be using, and how much funding they will

need to utilize them. In addition, there will be a specific track for rural communities, because of the

specific considerations of the needs for that area and that OHCS will ensure consistency by requiring

data elements to understand the demographics, and the rental housing market in the community.

Motion: Move to approve the proposed competitive award framework for Rental Market Resources.

Councilmember Motion Yes No Abstain Excused Devries, Sarah X Difuntorum, Sami Jo 1 X Chair Hall, Claire X Higinbotham, Barb X Geller, Anna X Li, Mary X Sandoval, Gerardo X Wilhoite, Charles 2 X

Pass/Fail 6:1:1:0/ PASS

Councilmember Li provided an explanation as to why she abstained, and stated that she is supportive of

this project and the way Director Bell and her staff are approaching this. Councilmember Li added that it

is a matter of making communities of color a priority, the primary focus for going out with a RFA, and

that the crux is not around CAPO itself, but that communities of color are identified and prioritized in

the procurement.

Director Bell stated that she would like to come back to an upcoming Council meeting prior to the RFA

going out to have the opportunity to give more clarity and specifics around the scoring process. TANF Pilot Program – Andrea Bell, Director of Housing Stabilization, Sheila Parkins, Program Analyst, and William

Baney, Deputy Administrator, DHS-Self-Sufficiency

Director Bell introduced Sheila Parkins and William Baney and presented information about the TANF

Pilot Program. More information can be found here.

Comments:



Councilmember Devries asked how many TANF families are in these programs relative to the grant

amount and how many people will we have to work with? What percentage? Director Baney stated that

the total is 17,000 people based on the population in each area.

Councilmember Li commented that we don’t know what the numbers are because we don’t have the

service model yet and have yet to do the outreach. Will it be a human-centered and equity design?

Director Bell stated that $10.5 million is not the cure. Director Baney added that this is the first step. We

are committed to figuring it out and continue to partner to make sure we are doing it well. He also stated

that, yes, it will be a human-centered design in connection with partners.

Councilmember Wilhoite asked if part of the model is going to be helping those who are struggling so

that they don’t become homeless? Director Baney answered that, yes, we try to identify families in crisis

early so that we can offer help.

Councilmember Difuntorum asked if the student data captured students who are homeless. Acting

Director Yant stated that the number is from the Department of Education and not from DHS’s data.

Acting Director Yant asked when Director Bell anticipates coming back to the Council with more

specifics. Director Bell stated that by late spring or early summer she will be bringing the RFA to the

Council for approval.

Councilmember Li asked for clarification regarding the funding, and Director Bell shared that the bill

states that it is not exclusive to CAAs and must be an open RFA. She added that CAAs could apply as

well as other organizations.

Acting Director Yant – This is very different than what we are used to – this is not the same way we are

used to receiving the information from the legislature. We are trying to provide information and

framework that makes sense to put out a timely procurement and to provide the specificity that the

Council needs. He recommended that we come back with more information.

Councilmember Devries suggests including next steps.

Acting Director Yant added that there is a deadline to use the funding.

Councilmember Li added that she would apply the same comment to this as the previous RFA proposal

to include specific language that would address and encourage participation of communities of color.

DHS Administrator Baney stated that there is a level of urgency and part of the conversations that will

run concurrently to the RFA is that we will welcome the opportunity to begin setting up meetings with

local governments, and DHS and Housing staff, to establish who needs to be at the table. That will

provide direction as to what the structure will be and will build awareness around community

development and we’re hoping to begin that work now.

Director Bell suggested that a vote would not be necessary at this time and that the item can be brought back

with more clarification at a future meeting.

Agenda Item: TANF Housing Pilot Program Framework Motion: Move to approve the proposed framework of the $10.5 million in TANF funding

for the TANF Housing Pilot Program.


Notes: Decided to change this from a voting item to an item to be brought back at a later date.

Budget Note #2 Report – Samuel Kenney, Operations & Policy Analyst, Hunter Belgard, HMIS Administrator

Samuel Kenney and Hunter Belgard introduced themselves, and along with Director Bell presented

information about the Homeless Management Information System Budget Note #2.

More information can be found here.

Comments:

Councilmember Devries asked what the next steps will be and if more information will come to the

Council before the June meeting. Director Bell answered that before the June report to the Legislature,

the team will provide an update to the Council.

Councilmember Higinbotham added that there has been positive feedback from stakeholders, and she

reminded everyone that we do have an organization that will work with the HMIS.

Statewide Housing Plan: Quarterly Report (pg. 67)

Sup Thanasombat, Senior Advisor for Strategic Planning and Business Operations, and Megan Bolton,

Assistant Director of Research, presented information on the Statewide Housing Plan. You can find

more information here.

Comments:

Councilmember Wilhoite asked if we did an “other state” scan to see what other states are doing.

Assistant Director Bolton responded that we are looking at best practices across the states and other

agencies within Oregon as well.

He also asked if we are resource-limited outside of FTE? Assistant Director Bolton answered that staff

are stretched and are meeting to discuss how to ensure we have the staff and other resources to do the

work. Councilmember Wilhoite reminded her that the work is people-centered and includes the data.

Assistant Director Bolton introduced Chelsea Bunch, Housing Integrator, who talked about the

Agricultural Worker Study that is currently underway. The study focuses on four counties in Oregon. It

looks at the housing needs of the agriculture worker population in those counties. She stated that she is

working with intention about how we communicate with the workers and partner with communities and

organizations. Agricultural workers were paid to help translate the interview questions, for example.

The study is slated to be completed by the end of August, but in the interest of ensuring that we get

quality information, a three-month extension may be requested. Interviews with agricultural workers

will begin in March, and then interviews with employers will follow.

Councilmember Sandoval commended Ms. Bunch for her work to study a population of people who are

“invisible.” He also stressed that it would be good to have policy recommendations at the end, which

may include feedback from agricultural worker experts from outside the state. Ms. Bunch stated that it is

good feedback and that it would be a good idea to bring it to the Council for additional feedback as well.

Councilmember Li asked Acting Director Yant if he could provide information on what the agency is




doing related to the Census. Assistant Director Bolton stated staff are engaged and meeting and that

more information will come.

Report of the Director (Caleb Yant for Executive Director Salazar)

Staff have been working hard on the new funding and projects that we have received

from the legislature.

Expressed thanks to Chair Val Valfre, and we are working on ways to recognize his

service on the Council at the March meeting.

Prior to January 31st we had an Early Learning Convening in Woodburn in partnership

with Enterprise Community Partners and more, to discuss co-location of Affordable

Housing with Early Childhood Centers. Councilmember Li also attended and gave a

shout out to Chelsey Bunch who will be coming back to report on the ideas that

culminated from that event.

Staff also attended the Grand Opening in Portland of the Nesika Illahee Apartments and

was joined by NAYA and NARA members to help celebrate the opening. Director

Salazar spoke at the event and Councilmember Devries also attended.

Executive Director Salazar and Director Bell attended a tour in Astoria of the Merwin

Hotel, which was a LIFT project that we recently funded, as well as Helping Hands, a

shelter in Astoria, that was part of the recent shelter monies that we received with Sen.

Betsy Johnson, Representative Tiffiny Mitchell.

Legislative Session Day 5

o Three Leg. Presentations

HB 4067 – Director Bell presented on Energy Programs

HB 4003 – Director Perfecto participated on a panel in support of the bill

HB 4001 – Director Bell was back to present on this a speakers’ bill

Eighteen bills in the Works, 7 different funding requests

Will update the Council as the session goes on

Thanked Nicole Stoenner, Director Bell, Director Perfecto, Director Cody,

and staff for hard work during the session.

Next month at the March meeting, we will be trying something new – we will be

breaking up into discussion groups after the regular meeting to collaborate on information

to inform the agency’s legislative agenda for the upcoming regular session.

Public Affairs sent March 4th Invitation to PSH Project Review– please RSVP

Introduced and welcomed Beth Brown as the new Assistant Director of

Accounting

Thanked staff for the difficult work, Council and Director Salazar for support


Report of the Chair

Chair Hall stated that she represented the Council and Agency at the ground breaking for a twelve-unit

project in Florence. She was a speaker along with the Mayor of Florence and Senator Arnie Roblin.

She then thanked the Council and staff for their kindness and for helping to keep her on track, and she is

looking forward to future meetings.

Adjourned 1:30 PM




Page 1 of 2

Oregon Housing and Community Services | 725 Summer St. NE Suite B, Salem, OR 97301-1266 | (503) 986-2000 | FAX (503) 986-2020

Date: 03/06/2020 To: Housing Stability Council From: Kim Freeman, Homeownership Section Manager Re: Residential Loan Program

Recommended Motion: Housing Stability Council approves the Consent Calendar

Background: State statutes require the Housing Stability Council to establish a single-family loan threshold for loans to be review and approved prior to purchase. The current threshold for single-family loans includes all loans equal to or greater than 95% of the applicable area program purchase price limit.

Considerations:

1. The loan(s) under consideration is greater than or equal to 95% of the applicable area program purchase.

2. Staff has reviewed all of the following loan files and concluded that the borrowers and properties meet all relevant program guidelines for the Residential Loan Program. All required documents have been properly executed, received, and the loans have been approved for purchase. In addition to being approved by staff, the loan files have been underwritten by the applicable lenders and are insured by either FHA (FB), Rural Development (RG), or Uninsured (U) with a loan-to-value of 80% or less.

Loan Amount Purchase Price Limit

95% of Purchase Price Limit or

Max

Monthly Mortgage Payment

PITI

Loan #1 $283,765 $289,805 Non-Tartgeted

Marion County

$275,314.75 $1681.63


Page 2 of 2


Loan #2 $282,828 $283,349 Non-Targeted

Linn County

$269,181.55 $1500.86

Loan #3 $349,494 $346,315 Targeted Josephine

County

$328,999.25 1714.82


Insurance Type

Purchase Price

New (N) or Existing (E)

Cost Limit

Property City

Note Amount

97301

1,354

$ 300,000

7,000

$ 283,765

Cost per Sq. Ft.

Principal Balance

Appr. Value

Living Area (Sq. Ft.)

Lot Size (Sq. Ft.)

2.625%Rate$ 213.44

97%Loan-to-ValueHshld. Income $ 70,683

NPrior Ownership Yes (Y) or No (N)

$ 86,710Income Limit

1 Lender

% of Income Limit 81.52%

1952Year Built

One StoryConstruction Style

SALEM OR

E

283,765.00

UMPQUA BANK

FB

289,000.00289,805.00

Insurance Type

Purchase Price


Cost Limit

Property City

Note Amount

97374

2,167

$ 284,000

10,263

$ 282,828

Cost per Sq. Ft.

Principal Balance

Appr. Value


Lot Size (Sq. Ft.)

2.625%Rate$ 129.21




2 Lender


1935Year Built

Two StoryConstruction Style

SCIO OR

E

282,828.00

LOAN DEPOT

RG

280,000.00283,349.00

Insurance Type

Purchase Price


Cost Limit

Property City

Note Amount

97527

2,176

$ 350,000

57,935

$ 349,494

Cost per Sq. Ft.

Principal Balance

Appr. Value


Lot Size (Sq. Ft.)

2.625%Rate$ 159.01




3 Lender


1978Year Built

One StoryConstruction Style

GRANTS PASS OR

E

349,494.00

GUILD MORTGAGE COMPANY

RG

346,000.00346,315.00

Data Classification: 3




Page 1 of 6


Date: March 6, 2020    To: Housing Stability Council  Margaret Solle Salazar, Director    From:  Emese Perfecto, Director Homeownership  Kim Freeman, Homeownership Section Manager  Abenet Gebre, Program Analyst    Re: HOAP-Restore Health and Safety Program    Motion: There is no motion for approval on this framework today.  We are seeking feedback and discussion from Council on the program changes.    Goal Summary:   The Homeownership Section is proposing changes to an existing program with a new program name, Restore Health and Safety to ensure clarity of program objectives.  The Restore Health and Safety Program will provide home repairs and modifications related to health and safety issues to eligible Oregon homeowners, veterans and non-veterans below 100% Area Median Income (AMI) . This program will allow Oregon homeowners who are at risk of living in unhealthy homes, or who are subject to potential displacement due to health and safety concerns, to enjoy the benefits of owning and residing in habitable, safe, healthy, and sustainable homes.     The program receives funds from the state Document Recording Fee and we have allocated resources to provide $1,585,962 from the Homeownership Assistance Program (HOAP) and $2,234,251 from the HOAP Veterans program to assist eligible Oregon homeowners. The purpose of this program is to solicit an RFA to provide grants to non-profit organizations, local housing authorities, and local governments to both sponsor and manage low and moderate-income homeownership programs. This performance-based application process will provide the opportunity for many organizations to apply. OHCS will select applicants based on their eligibility criteria and evaluation scoring. OHCS will award funds to Grantees who will have established program guidelines and will provide the necessary funds as either a grant or a loan.     


Restore Health and Safety Program/March 6, 2020

Page 2 of 6


Background:  The program receives funds from the state Document Recording Fee (DRF).  Under the DRF, 14% of funds are allocated in statute to the Homeownership Assistance (HOAP) program, including Down Payment Assistance, Homeownership Centers, Training, Technical Assistance and rehabilitation and repair (now named the Restore Health and Safety program).  The statute also specifies that 25% of HOAP funds will be allocated to veterans.  In 2018, the legislature enacted an expansion of the DRF, which increases the funds for all of HOAP, including the opportunity for expanding the Health & Safety program. The Housing Stability Council has recently reviewed staff proposals for allocation of DPA and Homeownership Center funding; we are now coming to the Council with the final component, which is the Health & Safety program.     OHCS’ prior home repair program under HOAP was the Veterans’ Home Improvement Program (VHIP).  It was specifically dedicated to qualified veterans, using the modest funding level from DRF before its expansion in 2018.  The VHIP funding amount was $1.5 million in which we received 14 applications for the requested amount of $2,050,000 and funded 10 organizations. Data collected from the previous program, VHIP, shows that some home repairs performed were not necessarily related to health and safety threats as the Homeownership Section would have expected.   Data collected from the Statewide Housing Plan also identified housing quality as a significant unmet need, as voiced in focus groups as we built the plan.  Practitioners and advocates have identified home health and safety repair funds as a priority issue in the legislature in recent years. With the proposed Restore Health and Safety program, our intent is twofold: first, to expand home repair efforts to serve veterans as well as a broader population of Oregonians in need of these services; and secondly, to provide clear definitions as well as guidance on what type of home repairs are considered health and safety concerns, which can lead to life and death situation to homeowners.     The following clear definitions are being proposed by program staff from a variety of sources. The intent is to help Grantees clearly understand their roles and responsibilities while conducting home repair and modification projects related to health and safety.     “Healthy Homes”: A housing environment that can and should support good health, and is designed, constructed, maintained, and rehabilitated in a manner that promotes healthy and safe housing as a means for preventing disease and injury.1    “Home Safety”: Awareness and education of risks and potential dangers in and around a home that may cause bodily harm, injury, or even death to those residing in and around the physical structure of a home.2   



Page 3 of 6


“Emergency repairs”: Repairs needed for unanticipated emergencies that create an imminent threat of property damage, personal injury or death.3     Policy Intent  The proposed program will include only repairs that affect the house structure and/or repairs that are attached to the house.  Services available through this program will include, but are not limited to, accessibility/adaptability modifications, updates to code compliance, emergency repairs, and repairs for structural integrity. We have developed program enhancement proposals that will help the Homeownership Section ensure that funds are expended on the approved health and safety repairs. Changes in this program will include:   

1. Performance Measures and Compliance Monitoring  Grantees’ performance will be measured by allocation of funds in a timely manner. Grantees will be required to expend and/or reserve 50% of the total awarded to eligible homeowners within 12 months.  During those 12 months, Homeownership will pay particular attention to Grantees’ efforts to reach out to their communities and monitor their allocation of funds to determine their performance of funds expended, funds reserved and funds not yet allocated. Monitoring of Grantees’ allocation of funds was completed during our previous program.    If the grantees do not meet the 50% expenditure and/or reservation requirement, OHCS may reduce and/or reallocate the remaining funds to another Restore Health and Safety Grantee(s).   

2. Increase of Delivery Cost  Compared to the VHIP, the administrative cost of this program will remain at 10% but the program delivery cost will increase to 20% totaling 30% for both the administrative and delivery costs. The percentage for both administrative and program delivery costs are calculated from the total grant award expended on repair projects. Increase in delivery cost is to accommodate the certified inspectors to conduct the health and safety assessment using the HQS checklist. Based on our research it is best practice to institute a home inspection certification process to ensure all health and safety issues within the home will be documented and prioritized within the proposed programmatic scope of repairs. Therefore, we believe that the increase in program delivery costs is prudent to achieve th desired outcomes of the program.  

3. Home Inspection Certification  The intent of this program is to require Grantees to have at least one staff member in their organization to obtain a certification from the Oregon Construction Contractors Board (OCCB) to become a certified Home Inspector. OHCS will provide training funds to cover the costs of this certification for one person per organization. The Inspection Certification Associates (ICA) provides the pre-certification course online, which can be completed in three or four weeks at a cost of $695.00 per person. After completing the



Page 4 of 6


course, Grantees will take an exam provided by a third-party agency hired by OCCB, which are located in seven different locations throughout Oregon at a cost of $225.00 per exam. Oregon Construction Contractors Board requires 30 units of continuing education in the 24 months prior to the expiration of the Home Inspector certification.   Our hope is that we can build this expertise within grantee organizations to serve clients with this and other programs, and that this expertise will continue in organizations beyond the grant period.  

4. HUD Housing Quality Standards (HQS) checklist  The intent of Grantees using the HUD Housing Quality Standard (HQS) checklist during inspection is to help Grantees identify critical repairs related to health and safety that need to be addressed before starting repair and modification projects. OHCS will not require Grantees to ensure a home meets the whole HQS standard after repair projects are completed, but it will assist in evaluating the extent to which priority and health and safety repairs are complete.     Reporting Requirement  Grantees will be required to provide quarterly and final reports as well as all required clients’ data elements to OHCS as established in the grant agreement.  All required data elements will reference each homeowner who receives funds.    Grantees will also be required to collect information of homeowners six months after repair projects are completed. The purpose of this six months follow-up is to measure the outcomes & impacts for the recipients of these funds.   Inclusion of manufactured homes in parks   The Restore Health and Safety Program will include service to Manufactured Homes in Parks. The inclusion decision is based on the importance of helping the most vulnerable homeowners with critical needs of home repairs and modifications related to health and safety. This will include both non-profit owned and privately owned parks. For privately owned parks, OHCS will require a regulatory agreement to ensure manufactured homeowners maintain continued enjoyment of the benefits of this program. Data collected from Innovations in Manufactured Homes and the data shows that as of 2016, 62,424 (45%) of manufactured homes are located in 1,072 parks. Same data shows that the median household income of Manufactured Homeowners is $35,103.00 per year, whereas the median household income of site-built homeowners is $66,455.00 per year, which makes it challenging for manufactured homeowners to save money for the necessary home repair costs related to health and safety. In addition, more than 35% of manufactured home heads of household are over the age of 65, compared to 31% of all homeowners. As a critical source of subsidized affordable housing, preservation of manufactured homes in parks should be a priority to help seniors, many of whom are likely on fixed-incomes.     The Restore Health and Safety Program will assist manufactured homes built only after 1980. Manufactured homes built before 1980 pose problems to housing stability, such as: 



Page 5 of 6


  They are not energy efficient;  Repair cost could be higher than the home value;  Manufactured homes built before 1976 do not meet HUD standards, even with

repairs improvements; and   The habitable life expectancy of manufactured homes is between 30 to 55 years. 

  Stakeholder outreach   To better inform the proposed program’s RFA and to determine better strategies, we took the following steps which we have incorporated into our proposed program:    

We had robust internal section discussions about being specific and clear with our Grantees on what types of repairs our program will consider eligible and non-eligible. We also had cross-sectional discussions with Marina’s Manufactured Communities Resource Center (MMCRC) along with the Energy and Weatherization Section to discuss their Health and Safety program, which share some common goals with our proposed program to best utilize our funds and their program funds. 

We reviewed reports from partners that participated in the Veterans' Home

Improvement Program (VHIP). Their success stories and challenges helped drive changes and improvements to the proposed program. Some of the successes and challenges were:

Success

Partners conducted outreach within their communities directly to veteran service organizations which increased the number of veterans assisted;

The home repair project(s) improved veterans’ home environments to be safer, healthier and maintained sustainable homeownership.

Challenges

Much greater demand for assistance than funds granted; VHIP funding was not allowed for manufactured homes located in parks; We conducted research on similar programs in other agencies and states, as well as

reviewing the documented "next time improvements" list from our previous program. 

A partner engagement call took place on February 26th 2020, we discussed the proposed new program requirements. We will elicit their feedback to the proposed program structures, as well as the new home inspection certification requirement.

  Statewide Housing Plan Alignment   This proposed program aligns with the Statewide Housing Plan policy priority by covering rural areas, communities of color, and culturally specific organizations, as we have now



Page 6 of 6


established partners who provide these services. Addressing the unmet needs of these communities in keeping their home environment safe, healthy, and functional will increase housing stability and reduces the costs of health care facilities. We plan to work with Grantees to meet our priority goals in providing more low-and moderate-income Oregonians with the tools to successfully achieve and maintain homeownership by including the most vulnerable populations including elderlies with fixed incomes, people with disabilities, and old manufactured homeowners.     Equity & Racial Justice Considerations   Data collected from the previous program, Veterans’ Home Improvement Program (VHIP) showed that out of 93 veterans assisted, only 3 were veterans of color. OHCS has made commitment to serve communities of color; this data shows the impact of not calling out this commitment. To improve outreach and equitable outcomes to communities of color we must ensure our partner join us in our commitment to apply best practices to reach and engage communities of color. The RFA for this program will include; Grantees diversity, equity and inclusion policies and practices, in addition they will be required to submit a plan to advance equity and racial justice and serve homeowners of color within the program. OHCS will provide Grantees with a Diversity, Equity and Inclusion (DEI) Commitment form which will list diversity ideals and standards to achieve. In addition, OHCS will provide technical assistance and assist with developing outcome measures to ensure the equity and racial justice priorities are met. OHCS is committed to continue exploring how to support grantees’ efforts to better serve communities of color, people with disabilities, and other populations experiencing serious housing disparities.     Housing Stability Council Feedback  We are seeking feedback from Council on the following topics:   

Does the Council agree with the approach to Assisting Manufactured Homes (in parks) built in 1980 and newer? 

Given the poor track record of the prior VHIP program in reaching homeowners of color, what guidance does the Council have for how we can build in incentives, requirements and supports for grant seekers in this new program to increase service to communities of color?


Date March 6, 2020 To: Housing Stability Council Margaret Solle Salazar, Director From: Samuel Brackeen IV, Production Analyst Casey Baumann, Production Manager Julie V. Cody, Director of Affordable Rental Housing Division RE: Sunny and College Manor Conduit Bond 4% LIHTC Funding Request

MOTION: Move to approve Pass through Revenue Bond in an amount up to and not to exceed $9,800,000 to SUNCO LIMITED PARTNERSHIP for rehabilitation and acquisition of Sunnyslope and College Manor subject to the borrower meeting OHCS, Key Bank, and NOAH underwriting and closing criteria, documentation satisfactory to legal counsel and State Treasurer approval of the bond sale.

MOTION: Move to recommend to Housing Stability Council the reservation of Lottery Backed Bonds Housing Preservation Funds in the amount of $5,390,000 to Northwest Housing Alternatives to be used in junction with 4% LIHTC and Conduit Bonds for the Sunnyslope and College Manor preservation. This reservation is subject to sponsor meeting the requirements of the 4% LIHTC and Conduit Bond program and may be subject to Housing Stability Council approval. Overview and Location: The properties are located in Salem and Monmouth, Oregon and are held under separate single-purpose entities by Northwest Housing Alternatives (NHA). Each property has its own Housing Assistance Payments (HAP) contract and Low Income Housing Preservation and Homeownership Act (LIHPRHA) use agreement. It is NHA’s plan to establish a new entity that would purchase both properties in a non-arm’s length sale serving the low-income families population.

Funding History:

Currently requesting approval of up to $9,800,000 in Pass through Revenue Bonds and $5,390,000 Lottery Backed Bonds (LBB) Housing Preservations funds. This project has not been previously funded through OHCS.


March 6, 2020 Sunnyslope and College Manor

Funding Context:

This project will utilize 4% LIHTC, OAHTC, and Housing Preservation Funds resources which require the developer to be in compliance with federal regulations and requirements. The project is sponsored by NHA and has Project Based Section 8 Rental Assistance from the Low Income Housing Preservation and Resident Homeownership Act (LIHPRHA) use agreement that will remain in effect through the life of the project. LIHPRHA regulations restrict 45 out of 70 units to 50% AMI 38 at Sunnyslope and 7 at College Manor. Project Sponsor The sponsor is Northwest Housing Alternatives. Founded in 1982, Northwest Housing Alternatives (NHA) is one of the largest and most experienced not-for-profit developer of affordable housing in Oregon. NHA provides services that connect tenants to critical health and community resources, work to prevent homelessness before it begins, and offer emergency shelter and services for families experiencing homelessness. NHA was the first organization to use the Network for Oregon Affordable Housing (NOAH) Oregon Housing Acquisition Fund to purchase seven properties comprising 247 units of Section 8 Housing.

Partnerships:

Marion-Park Food Share: Provide food which may be a hot meal served at a shelter, a free community meal served at a church, or an emergency food box from a food pantry. Services from Marion-Park Food also include:

Community gardens, which grow healthy food and healthy communities. Job skills training programs that empower people to find and keep jobs. The Youth Farm, a partnership with the OSU Extension 4H Youth Program, provides

business, agriculture, and leadership training to young people while growing produce for emergency food distribution.

Resident Services Coordinator (RSC) at College Manor links households in need of low-cost meals or supplemental food. In addition to their on-site food pantry, Marion-Polk Food Share has partnered with NHA’s Resident Services program to offer fresh produce delivery to College Manor on a monthly basis.

Oregon State University (OSU) Extension Services: Partnering with people in every county — providing information and expertise to help meet local challenges. Services include:

Agriculture, food security and gardening Lifelong health and well-being Resilient and productive ecosystems Youth outreach and education


https://noah-housing.org/financing/acquisition-and-preservation/


CASA of Oregon: Helps expand resources, opportunities, and access for the most vulnerable Oregonians that help support Oregon communities as they recover from adverse economic conditions. Services include:

IDA’s (E3 College Savings Plan, Match College Savings Plan, Vida Savings for Life) Financial Coaching: One-on-one financial coaching to guide individuals through skill

development tasks that helps them achieve their financial goals. Financial Education Training and Workshops: Financial Household Resiliency (FHR)

Workshops monthly. This workshop is geared toward participants who are struggling to make ends meet— potentially burdened by heavy debt-loads and/or living paycheck to paycheck.

Micro Finance & Loan Products: Small secured loan you pay off over 12 months. Payments are reported to credit bureaus to improve credit score.

Management Agent: Cascade Management Inc. began providing property management in 1974. Cascade manages over 250 properties throughout Oregon and Washington concentrating their management in low and moderate income housing as well as workforce housing. The majority of properties managed involve LIHTC, HOME, HUD and Rural Development (RD) funding. Cascades portfolio includes, 11,000 Units Managed, 11 Portfolio Managers and 13 Compliance Specialists. Notable Features: This project on both sites will meet an Earth Advantage Silver Standard using LEED lights and other Earth Advantage products to reduce building energy consumption to reduce carbon dioxide omissions. For accessibility, three units on Sunnyslope are to be converted to ADA standards. ADA accessibility will also be provided with parking. Policy Priorities: This project will bolster four statewide housing priorities to include, Equity and Racial Justice, Homelessness, Affordable Rental Housing, and Rural Communities.

Equity and Racial Justice Priority: Community Demographics Sunnyslope is located in a census tract in Salem has been identified as an opportunity

area in the most recent 9% LIHTC NOFA. This is a result of its higher median household

income ($75,550), lower unemployment rate (2.7%), and higher labor market


http://www.earthadvantage.org/


engagement score (70) than other comparable census tracts. The current racial and

ethnic composition of the census tract consists of 17% people of color, of whom 28.4%

identify as two or more races, 21.4% identify as Latino (63% Mexican, 34% Other

Hispanic/Latino, 3% Puerto Rican), and 9.1% identify as Asian (41% Asian Indian, 31%

Japanese, 9% Vietnamese).

This is a key area to maintain affordable housing to help combat further segregation

through displacement of the current tenants and to ensure that low-income families can

continue to have access to this high opportunity community.

The census tract in Monmouth that College Manor is located in consists of 29.5% people of color, of whom 49% identify as Latino (89% Mexican, 9% Other Hispanic/Latino, 3% Puerto Rican), 21.8% identify as Black or African American, 14.7% identify as two or more races, and 8.6% identify as Asian (38% Filipino, 36% Chinese, 19% Japanese). Almost half (49.5%) of the residents of this tract are renters, and the high school graduation rate of 88% is below the average in similar geographic regions. These two factors, plus the relatively large number of people of color in the tract, are key indicators used to identify areas vulnerable to gentrification. Building affordable housing in these areas would help provide key resources and available accessible housing to buffer communities in these neighborhoods against displacement.

82%

6%1%

0%3%0%0% 8%

Sunnyslope ApartmentsCensus Tract Race/Ethnicity

White alone

Hispanic/Latino

Black or African American alone

American Indian and Alaska Native alone

Asian alone

Native Hawaiian and Other Pacific Islander alone



Affirmative Fair Housing Marketing Strategies: NHA works to remove barriers for individuals attempting to secure housing by targeted outreach and accessible services and information to ensure access by those least likely to be served.

Both projects are currently occupied. Upon unit turnover, NHA has tailored outreach to minority communities via quarterly communication with agencies that serve communities identified in the properties’ AFHMPs as least likely to apply. These agencies include the local NAACP chapter, Mano a Mano, the Confederated Tribes of the Siletz, and NW Senior & Disability services; among others.

Additionally, property management performs bi-annual checks of wait-lists to ensure that minority populations are represented. These results are then looked at the annual tenant survey and then evaluated to adjust accordingly.

Service Design Setup: To determine what resident services are needed in both communities, NHA uses four tools which help to establish needs of the resident population at Sunnyslope Manor and College Manor. Using all four tools, the actual services that benefit directly to the community are then established. See the four step process below, the data found and then established services rendered.

70%15%6%

1%

3%

1%

0%

4%

College Manor ApartmentsCensus Tract Race/Ethnicity

White alone

Hispanic/Latino

Black or African American alone

American Indian and Alaska Native alone

Asian alone

Native Hawaiian and Other Pacific Islander alone

Some other race alone



1) Annual Tenant Census: Collects and monitor demographic data year over year, including household income, gender, race and ethnicity, disability status, and tenure. Trends in one or more of these areas will help tailor services to the current resident population.

2) Annual Resident Survey: Allows to gain further information about residents as far as what they want or need.

3) New Resident Tool: Identify the most crucial needs faced by households at move-in, such as access to healthcare, links to benefits such as Supplemental Nutrition Assistance Program (SNAP), or utility assistance.

4) Evaluation & Impact: Track all services requested by residents, all programs and events organized at properties, move-ins and move-outs, and Housing Stability Ratings. Housing Stability Ratings are an assessment conducted by the Resident Service Coordinator (RSCs) for households that have requested services through the Resident Services program. Ratings are issued on a 5-point scale and measure the likelihood that a household will remain stably housed. This quantitative look at level of household need allows the RSC to tailor interventions and services to the individual and residents as a whole. Expected outcomes from this data tracking include evictions successfully prevented, increased housing stability of residents, decreased conflict between residents and property management/other residents, and decreased food insecurity.

Resident Services: Basic Health Screenings Sunnyslope Manor’s RSC will partner with local nursing programs, such as Chemeketa Community College, to provide on-site health clinics for residents. Blood pressure, blood glucose, foot care, and medication management are just some of the resources that can be offered by Chemeketa nursing students. Meal Services- Resident Services Coordinator (RSC) at College Manor will link households in need of low-cost meals or supplemental food to organizations such as Marion-Polk Food Share. In addition to their on-site food pantry, Marion-Polk Food Share has partnered with NHA’s Resident Services program to offer fresh produce delivery to College Manor on a monthly basis. Health Talks – Seminars on topics like meal preparation and nutrition will be offered at Sunnyslope Manor, coordinated by the RSC in conjunction with partners such as OSU Extension Services.

Employment Services- Sunnyslope Manor’s RSC coordinates workshops highlighting resume and cover letter writing, and may provide links to information about career



counseling, job skills training and overcoming barriers to employment. Partners for these workshops will include Goodwill Job Connection and Worksource.

Adult Education- Sunnyslope Manor’s RSC helps residents’ access new opportunities for success by linking them to information and sources for GED preparation, ESL courses and degree programs on an as needed basis.

Individual Development Account (IDA) - NHA’s Resident Services is an approved provider of Individual Development Accounts (IDAs). IDAs are matched savings accounts that help residents build assets through higher education, homeownership, vehicle purchase, or retirement savings.

Household Stability Services-including eviction prevention, information and referral services and community building activities

Annual Report (2018) Survey Results Based On Services Provided to 16 Family Properties

63 enrolled in financial education

274 lease violation responses

1,975 food resources provided

962 requests for medical needs

38% reported making money stretch further

65% were aware of available resources

41% experience food insecurity

29% manage their health better

93% percent of residents found resident services helpful

Contracting, Diversity, Equity & Inclusion: LMC Construction actively seeks out certified firms for all of its projects. It also works with some of its smaller MWESB partners, helping them to navigate prevailing wage and apprenticeship requirements and providing accelerated payments to them when needed.

Most LMC projects exceed 25% MWESB vendor utilization, even in cases where there is no stated goal, and many projects exceed 30%-40%. One of LMC’s core strengths is engaging the minority subcontracting community in as broad a spectrum as possible; engaging, mentoring and fostering growth at a local level. Statistics below:

• 76% have surpassed 20% DMWESB involvement. • 46% have reached 30% DMWESB involvement or higher. • 12% have surpassed 40% DMWESB involvement



Homelessness Priority o Restricting 45 units at 50% AMI with Project Based Rental Assistance with

LIHPRHA use agreement

Permanent Supportive Housing Priority o N/A – This project does not contain a Permanent Supportive Housing

component.

Affordable Rental Housing Priority o Preserves 70 units of affordable housing.

Homeownership Priority o N/A- This is a multifamily rental project.

Rural Communities Priority o College Manor is located in a rural community of Monmouth Oregon.

Risks and Mitigating Factors: This development conforms to OHCS underwriting standards. OHCS Staff is confident with current underwriting and the experience of Northwest Housing Alternatives. The pages that follow will provide more technical details on the proposed project.


Project Detail: Sunnyslope and College Manor Project Sponsor:

Northwest Housing Alternatives

Property:

Sunnyslope and College Manor 1000 Cunningham Ln. S Salem OR 97302 265 S College St Monmouth OR 97361

Owner: SUNCO LIMITED PARTNERSHIP

Description: Rehabilitation and Preservation of a scattered site project. Project has a total of 70 units of affordable housing in Monmouth and Salem.

Affordability:

Funding

Source # Units % Income % Rents # Years

LIHTC/BOND 70 60 60 30

LBB/HPF 70 60 60 60

Target Population:

Individuals and families at or below 60% MFI

Environmental Review:

Surveys Inc. conducted a Phase I review of both sites on November 6, 2019. Asbestos containing materials were previously confirmed to be present in the acoustical ceiling textures and wallboard materials and are presumed to be present in the older vinyl flooring materials and associated mastics. An Asbestos Operations and Maintenance (O&M) Plan was recommended to be implemented. Phase II is not required.

Finance Committee Approval:

OHCS Finance Committee Reviewed and Approved this Project to be Recommended to the OHCS Director and the Housing Stability Council on February 25, 2020.

Summary: Rehabilitation and Preservation of a scattered site project. Project has a total of 70 units of affordable housing in Monmouth and Salem. Both properties are held under separate single-purpose entities by Northwest Housing Alternatives (NHA). Each property has its own Housing Assistance Payments (HAP) contract and Low Income Housing Preservation and Homeownership Act (LIHPRHA) use agreement. It is NHA’s plan to establish a new entity that would purchase both properties in a non-arm’s length transaction. This would allow for all HUD contracts to be aggregated under a single entity, reducing management



costs and allowing resources to be shared between the two properties. Financing Structure:

Construction Lender: Key Bank Permanent Lender: NOAH

General Contractor: LMC Construction Equity Investor: Key Bank

SOURCES USES:

OHCS Sources: Acquisition $3,224,544

Tax Exempt Bonds (Long Term)

$4,550,000 Construction $10,840,467

Tax Exempt Bonds (Short Term)

$5,250,000 Development $5,904,669

Short Term Use of Bonds ($5,250,000)

4% LIHTC Equity $5,913,508

Housing Preservation Funds $5,390,000

OMEP $160,602

Non-OHCS Sources:

Deferred Developer Fee $700,000

Seller Note $2,764,500

GE Capital Contribution $491,070

TOTALS: $19,969,680

Bond Structure: The total tax-exempt conduit bond amount is $9,800,000, of which $5,250,000 will be short-term, used for the acquisition and rehabilitation of the project and the remaining $4,550,000 will be long-term debt. Key Bank will be the construction lender and NOAH will be permanent lender. Scope of Work: Sunnyslope Manor is an existing building and its scope of work includes rehabilitation and full replacement of all exterior materials (doors, windows, siding, roofing, etc.) to residential and small office/community/laundry building, and exterior site repairs. This includes interior updates to finishes, furnishings, plumbing, HVAC, lighting, and interior alterations to small office/community/laundry building. College Manor is also an existing building. Rehabilitation and exterior improvements to



accommodate an accessible route from the right-of-way, renovation to an existing unit to accommodate an accessible unit, and partial rehabilitation of furnishings, plumbing and HVAC of all units. Framing and carpentry work will include upgrading of stairs to concrete treads and steel railings, repairs to existing siding, and replacement of any dry rot damage. New attic insulation will be added to decrease energy use by tenants. Additionally the entire exterior will be repainted along with interior touch ups. For accessibility, one unit on the property is to be converted to ADA standards. ADA accessibility will also be provided with parking restriping and new site walkways and ramps where needed.

Construction cost per unit: $154,863.81

Sunnyslope has (70) parking spots (1.40 parking ratio). Parking requirements are 1.5 spaces per unit, or 75 total. The appraisal states there is no room physically to add additional parking spots due to the layout of existing buildings.

College Manor has (15) parking spaces (.75 parking ratio). Parking requirements are 1 space per studio unit, 1.5 spaces per 1bd unit (larger than 500 SF), and 1 space per bedroom for 2bd units. Thirty (30) total parking spaces are required but expansion is not legally permissible due to the subject being built above current allowable density and lacking required parking.

Project Schedule:

Closing is targeted for: April, 2020

Completion is anticipated by: January, 2021

Construction period is: 10 months Developer Fee: Total Developer fee: $2,775,395; 17.67% of total project. This is below the OHCS maximum of 20%.

Deferred Developer fees: $700,000; Deferred fee will be repaid within the first 15 years of operation

Cash Developer fee: $2,075,395



Tenant Relocation: Darcy Vincent of DDV Consulting Services will assist Northwest Housing Alternatives and its affiliated partnership entity in the administration of Relocation Services for the displaced households of Sunnyslope Manor and College Manor Apartments. There are 11 households between the two properties that make more than the 60% of the area median income (AMI). For these 11 households, they will be provided the option to remain in their existing units and pay the rent at 60% AMI, or NHA will provide them with the full breadth of benefits provided for under the Uniform Relocation Assistance and Real Property Acquisitions Act of 1970 (URA) if they choose to move voluntarily. All other units are affordable households that will be temporarily relocated and moved back to their original units or like units on site following renovations. There is sufficient reserve to cover relocation if needed. Federal Relocation applies because this project will use HUD funds through a Project Based Section 8 Contract, is a federal source of funding. Uniform Relocation Act (URA) regulations will apply. Residents with mobility issues, aid animals, oxygen transportation needs, environmental sensitivities and other special needs will be provided assistance that will help facilitate temporary relocation and the rehabilitation work. Special needs of households may include packing and unpacking assistance, moving and storage of personal belongings, access to transportation, and accessibility features in their temporary accommodations. These will be addressed and provided in the relocation budget submitted by Northwest Housing Alternatives. No resident will have to pay any relocation related expenses and no affordable housing will be lost. DDV will be available for resident contact as advisors throughout the entire relocation process and will administer counseling services and relocation benefits to all displaced households in accordance with the HUD regulation.

This relocation will be accomplished through the following strategies:

Temporary offsite relocation during some phase of the rehabilitation, with a return to the household’s original unit or a comparable unit.

Temporary onsite relocation to another vacant unit during the rehabilitation work, with a move back to the household’s original unit or a comparable unit.

The proposed rehabilitation work for Sun Co. is expected to result in 100% of the residents having to vacate their units for 49 days to stay in either vacant units on-site,



off-site market rate rentals or Extended Stay Accommodations.

DDV will be responsible for negotiating mover contracts, hotel accommodations with kitchen facilities to prepare meals, and reimbursement for any out of pocket expenses related to relocation.

Affordability Restrictions:

Unit Type:

# Units Income AMI% Rent AMI %

0 BR 2 60% 60%

1 BR 7 50% 50%

1 BR 9 60% 60%

2 BR 26 50% 50%

2 BR 4 60% 60%

3 BR 8 50% 50%

3 BR 9 60% 60%

3 BR 1 MANAGER UNIT MANAGER UNIT

4 BR 4 50% 50%

OHCS 4% LIHTC restrictions and LBB/HPF restrictions at 60%. Units at 50% are restricted by the Low Income Housing Preservation and Homeownership Act (LIHPHA)

Income: OHCS – LIHTC commitment is for 70 units at 60% AMI Income and Rents. Operating Expenses: $6,244 PUPA

Operating expenses are $6,244 PUPA which include resident services offered for the project, real estate taxes, and an OAHTC Annual Fee.

o Minus Resident Services, Real Estate Tax and OAHTC annual fee the PUPA would be $5,712

The operating expenses are outside of OHCS guidelines of $5,200.

2019 annualized expenses for both properties are $5,745. Debt Coverage Ratio: After the first full year of operations, the debt coverage ratio will be 1.27. The DCR complies with lender, investors, and OHCS.



DCR at first full year of operations: 1.27 DCR at year 20: 1.20 DCR at year 30(without OAHTC): 0.57 Location Amenities: Sunnyslope Manor Apartments

Hospital -4 mi

Elementary School -1 mi

Middle School- 3 mi

High School- 3 mi

Park –3 mi

Market -1.6 mi

Transit Stop – 1 mi

Highway or Major St. 0.3 mi

Police 3.5 mi

Fire Department 3.6 mi College Manor Apartments

Hospital -0.6 mi

Elementary School -2.3 mi

Middle School- 2.2 mi

High School- 3.4 mi

Park –5.6 mi

Market -0.6 mi

Transit Stop – 0.5 mi

Highway or Major St. 1 mi

Police 0.8 mi

Fire Department 1.4 mi

Resident Services: Basic Health Screenings –Sunnyslope Manor’s RSC will partner with local nursing programs, such as Chemeketa Community College, to provide on-site health clinics for residents. Blood pressure, blood glucose, foot care, and medication management are just some of the resources that can be offered by Chemeketa nursing students.



Meal Services- Resident Services Coordinator (RSC) at College Manor will link households in need of low-cost meals or supplemental food to organizations such as Marion-Polk Food Share. In addition to their on-site food pantry, Marion-Polk Food Share has partnered with NHA’s Resident Services program to offer fresh produce delivery to College Manor on a monthly basis. Health Talks – Seminars on topics like meal preparation and nutrition will be offered at Sunnyslope Manor, coordinated by the RSC in conjunction with partners such as OSU Extension Services. Employment Services- Sunnyslope Manor’s RSC coordinates workshops highlighting resume and cover letter writing, and may provide links to information about career counseling, job skills training and overcoming barriers to employment. Partners for these workshops will include Goodwill Job Connection and Worksource. Adult Education- Sunnyslope Manor’s RSC helps residents’ access new opportunities for success by linking them to information and sources for GED preparation, ESL courses and degree programs on an as needed basis.

Individual Development Account (IDA) - NHA’s Resident Services is an approved provider of Individual Development Accounts (IDAs). IDAs are matched savings accounts that help residents build assets through higher education, homeownership, vehicle purchase, or retirement savings. Household Stability Services-including eviction prevention, information and referral services and community building activities.

Project Amenities:

Common Laundry Room

Playground

On site Management/Leasing Office

Unit Amenities

Refrigerator

Ceiling Fan

Patio/Balcony



ORG CHART



Sunnyslope



College Manor


Page 1 of 1


Date: March 6, 2020

To: Housing Stability Council Margaret Solle Salazar, Executive Director

From: Amy Cole, Senior Program Analyst Natasha Detweiler-Daby, Senior Operations & Policy Analyst Julie V. Cody, Director of Affordable Rental Housing

RE: Permanent Supportive Housing Initiative, Update

Last year, OHCS initiated a concerted Permanent Supportive Housing (PSH) initiative, drawing from the Statewide Housing Plan PSH priority as well as the commitment of key development, rent assistance, and supportive tenancy support resources from the 2019 Oregon Legislature. These resources include $50 million in development capital, and 500 slots for rent assistance and supportive services funding in partnership with Oregon Health Authority. The OHCS PSH effort was launched with a primary focus on the provision of technical assistance and training in partnership with the Corporation for Supportive Housing (CSH). Through this training, teams, made up of developers; management entities; and supportive services providers, worked collaboratively to build project concepts that meet community needs and establishes the partnerships required in order to be successful in providing housing and intensive support services for chronically homeless individuals and families. Ten teams, representing a diversity of geographic, cultural, and implementation strategies, were engaged in this pilot cohort of technical assistance recipients. These ten projects will also be considered for PSH Pilot fund commitment in the coming month. The last meeting of this training cohort will take place on March 4, 2020, where teams will reveal their PSH project concepts. At the March Housing Stability Council meeting, staff will provide an overview of the ten PSH Cohort project ideas as well as discuss next steps for the PSH initiative.




Page 1 of 5


Date: March 6, 2020

To: Housing Stability Council Margaret Solle Salazar, Executive Director

From: Rick Ruzicka, Operations & Policy Analyst Natasha Detweiler-Daby, Senior Operations & Policy Analyst Julie V. Cody, Director of Affordable Rental Housing

RE: 2021-2025 Balance of State Consolidated Plan & Analysis of Impediments

OVERVIEW During the March Housing Stability Council meeting, staff will be providing an informational update on the Consolidated Planning process, which requires an Analysis of Impediments to Fair Housing. This is an effort that OHCS must complete this calendar year in order to meet federal funding requirements. BACKGROUND The Consolidated Plan is designated to help states and local jurisdictions to assess their affordable housing and community development needs and market conditions, and to make data-driven, place-based investment decisions. The consolidated planning process serves as the framework for a community-wide dialogue to identify housing and community development priorities that align and focus funding from the Community Planning and Development (CPD) formula block grant programs. The State of Oregon receives funding for five CPD formula block grant programs, three of which are administered by OHCS, one by Oregon Business Development Department (Business Oregon) and one by the Oregon Health Authority (OHA). OHCS has taken lead responsibility for coordination and consolidated reporting purposes. The programs and agency affiliation are as follows: Community Development Block Grant (CDBG) Program – Business Oregon

HOME Investment Partnerships (HOME) Program – OHCS

Housing Trust Fund (HTF) - OHCS

Emergency Solutions Grants (ESG) Program - OHCS

Housing Opportunities for Persons With AIDS (HOPWA) Program – OHA


https://www.hudexchange.info/community-development

https://www.hudexchange.info/programs/home

https://www.hudexchange.info/programs/htf/

https://www.hudexchange.info/programs/esg/

https://www.hudexchange.info/programs/hopwa

Consolidated Plan / Analysis of Impediments Update – 3/6/2020

Page 2 of 5


The Consolidated Plan is carried out through Annual Action Plans (AAP), which provide a concise summary of the actions, activities, and the specific federal and non-federal resources that will be used each year to address the priority needs and specific goals identified by the Consolidated Plan. OHCS reports on accomplishments and progress toward Consolidated Plan goals in the Consolidated Annual Performance and Evaluation Report (CAPER).

The 2020 calendar year marks the end of our current five-year Consolidated Plan cycle for CPD programs requiring a renewed effort to determine funding priorities over the next five-year period. For OHCS resources, this will be our opportunity to align these federal resources with the priorities of laid out in our Statewide Housing Plan.

As a supplement to the Consolidated Plan itself, a separate study and report on the barriers currently experienced for historically underserved populations is also required. This document is called the Analysis of Impediments (AI) and it generally focuses on issues associated with Fair Housing. The AI, like the Consolidated Plan, is a five-year tool with annual reporting requirements through a document called the Fair Housing Action Plan (FHAP). Progress made toward removing barriers identified in the AI process is reported through the FHAP annually and this document is submitted as a supplement to the CAPER. It should be noted that the State of Oregon is one of seventeen governmental entities within the State of Oregon that receive Community Planning & Development dollars. The other sixteen entities are often referred to as entitlement communities or participating jurisdictions and they receive funding directly from the Department of Housing & Urban Development for some of these programs (all entitlement communities receive CDBG funding). Depending upon the program, the remaining areas of the state are considered non-entitlement areas, that are often referred to as the “balance of state” and the funding to serve those communities is allocated the State of Oregon.

CURRENT ACTIVITES In 2019, the State of Oregon received just over $28 million dollars through CPD programs for non-entitlement community funding. The CDBG program, managed by Business Oregon receives almost half of this allotment for community activities that go beyond housing needs. Because of this, the CDBG program has some special outreach and program design requirements resulting, at times, in separate noticing, public hearings, etc. However, where possible OHCS and Business Oregon do collaborate.

To this end, because the Consolidated Planning Process and the Analysis of Impediments are large bodies of work, both OHCS and Business Oregon have determined that hiring a consultant to do the research, outreach and reporting on these documents is in the best interest of both



Page 3 of 5


agencies. There is enough overlap and economies of scale in the processes associated with gathering this information that Business Oregon and OHCS have jointly entered into an agreement with the same consultant, Root Policy Research, to assist with these planning documents. This collaboration will allow OHCS to coordinate the AI and the Consolidated Plan processes into a more streamlined and effective process. TASK TIMELINE & DETAIL There are six primary tasks associated with the Consolidated Plan process: 1. Consolidated Plan development (March – April) 2. Community Engagement (April – May with public hearings in October) 3. Strategic and Action Plan development (June – Mid-July) 4. Draft and final reports (Mid-July – August) 5. Advisory Committee (May – July) 6. Webpage (Mid-October on)

March April May June July Aug Sept Oct Nov Dec

1. Consolidated Plan Dev X X

Needs Assessment X X

Market Analysis X X

2. Community Engagement X X X

Resident Focus Group X X

Key Person Interviews X X

Dev / Provider / PHA Survey X

Public Hearings X

3. Strategic & Action Plan Dev X X

4. Draft & Final Reports X X

5. Advisory Committee X X X

6. Webpage X X X



Page 4 of 5


1. Consolidated Plan Development This process includes gathering information to perform a needs assessment and a market analysis using OHCS data and the 2018 American Community Survey. Modeling would be developed to forecast the needs of special populations and low and moderate income households. Using this data, HUD required narratives and assessment will be completed.

2. Community Engagement

Community engagement includes convening six resident focus groups with residents who are most vulnerable to housing challenges and barriers to housing choice. Groups would include racial and ethnic minorities, persons with disabilities including persons with substance abuse challenges, persons experiencing homelessness, and at-risk youth and/or victims of domestic violence. The second part of community engagement includes key person interviews conducted at the same time as the resident focus groups. This includes key stakeholders including subsidized and private market housing providers, social service organizations, organizations that assist person who are homeless and who have special needs. A survey will be developed to gather information from housing developers, providers and Public Housing Authorities. This information will supplement the needs and market analysis data. The survey provides information related to affordability challenges, barriers to housing choice, and programmatic and policy solutions. Three public hearings will be held with at least one being in person and at least one by webinar. The information gathered at these hearings become a part of our Citizen Participation and Stakeholder Consultation sections of the plan.

3. Strategic and Action Plan Development Based upon the information gathered up to this point, including information from the AI, draft priorities and strategic goals including delivery, performance measures and monitoring will be formulated. This will be a collaborative effort between our contractor and OHCS staff.

4. Draft and Final Reports A draft report is to be submitted to OHCS by July 15 allowing time for the revision process through the end of August. There would be a public comment period followed by the three public hearings in October. Submission of the plan is due to HUD in November.

5. Advisory Committee

OHCS intends to form an advisory committee of key stakeholders to review report sections and to advise on program and policy development.



Page 5 of 5


6. Webpage

Upon completion of the Consolidated Plan and the Analysis of Impediments, a webpage will be developed exclusively for these documents and supporting data. As a separate plan and document focused on HUD programs, the Consolidated Plan is a different document than the Statewide Housing Plan, put together for a different purpose. Additional separation from the OHCS website will assist in keeping these documents separate.





Date: March 6, 2020

To: Housing Stability Council Members

Margaret Solle Salazar, Executive Director

From: Andrea Bell, Assistant Director, Director Housing Stabilization Division

Sheila Parkins, Program Analyst, Housing Services Section

Brizna Garcia, Program Analyst, Housing Services Section

Re: TANF Housing Pilot

Motion: Move to approve the proposed policy framework for House Bill 2032.

Legislative background: The 2019 Legislative Session established House Bill 2032, which

includes three pilot programs serving Oregon families receiving TANF services. Per HB 2032,

OHCS will co-administer one of the three pilots with DHS.

The pilots included in the bill are:

$10.5 million in TANF funds for housing pilot program. Oregon Housing and Community

Services (OHCS), in consultation and collaboration with DHS will fund up to four pilot projects

to provide referral, housing assistance and leveraging of local housing resources to stabilize

housing for families receiving TANF services. The pilots will gather data on the housing needs of

families utilizing TANF. Report due to the interim human services committees no later than September 15, 2021.

$1.5 million in General Fund from DHS to OHA for mental and behavioral health pilot program.

Oregon Health Authority with funding through DHS will award up to four pilot projects to

Coordinate Care Organizations to assess potential gaps in access to mental and behavioral health

services by TANF recipients. Report due to the interim committees on health no later than March 22, 2022.

$3.5 million in TANF funds for an education and training pilot program. This pilot will provide

educational opportunities and vocational training to TANF recipients to assist them in being more

competitive in the job market and achieve careers that allow for financial stability. It expands

opportunities for TANF recipients and may include continuous one-on-one coaching, fostering

professional network relationships and providing support services payment for tuition, books and

supplies. Report due to the interim human services committees no later than September 15, 2021.

Policy Framework: It is important to establish the focus and parameters in alignment with

legislative intent of these new resources. This memo does not seek to convey programmatic

details of the four pilots but rather to provide pillars of the policy framework that will guide



DHS and OHCS in engaging with communities to support the process of designing programs

that are reflective of the needs of TANF families. OHCS has received feedback from HSC

and stakeholders; this has been incorporated into the proposed framework.

Provider experience and qualification

Organization has well-documented experience with state funding and providing housing

and services to families experiencing homelessness or has a collaborative applicant with

experience, or has comparable programs serving families. Describes the experience of staff

who will provide supervision and management of project activities.

Project description and Timeline

Description covers the entire scope of the project, including needs to be addressed, specific

population to be served, outreach and eligibility determination, housing and/or supportive

services to be provided, linkages with other agencies, outcomes to be achieved, and how

project will be accessible and appropriate for families. Application includes a reasonable

and actionable timeline for project implementation, including the hiring of staff and

benchmarks for project outcomes.

Support Services

The type, scale, and location of supportive services are clearly described and accessible to

and appropriate for program participants. Strategies to assist program participants to gain

independent living skills; to obtain (as housing stock allows) and remain in permanent

housing; to access education and increase income though employment and/or benefits; and

to maximize their ability to live independently are clearly documented.

Community Connectedness and Experience Leveraging Other Resources

Demonstrates organizational collaboration with other providers or agencies in the region,

as well as knowledge of community partners and resources serving families experiencing

homelessness.

Equity and Racial Justice

Demonstrated commitment from applicants and sub-grantees to Equity and Racial Justice

in the design and implementation of the program. This commitment is represented through

verifiable partnerships via letter of support and appropriate investment to culturally

specific partnering agencies is reflected with the budget.

Budget projection

The budget provided is clear, cost effective, and does not deviate substantially upward.

Proposed costs are reasonable, justified, and competitive.



Region Selection: Using an overlay of both DHS and OHCS data, the following four regions

were selected:

1. Tri-County Metro – Multnomah, Washington, and Clackamas counties

2. Southern Oregon – Jackson and Josephine counties

3. Central Oregon – Jefferson, Crook, and Deschutes counties

4. Southeast Oregon – Grant, Harney, and Malheur counties

Although there are limitations on the extent at which DHS and OHCS can direct how these

new resources are used, we recognize that Oregon has increased rates of families

experiencing homelessness or at risk thereof. This is an opportunity to further be of service in

meeting the need and we are unwavering to that commitment.

TANF provides a wide range of benefits and services consistent with the purposes of the

program. The first purpose of the TANF program is to “provide assistance to needy families

so that children may be cared for in their own homes or in the homes of relatives.” These

funds can be used to support all three of the core components of rapid re-housing: providing

families with assistance identifying housing; rent and move-in assistance (financial); and

intensive case management and services. These services include help securing employment, a

priority both for housing stabilization and for TANF. This funding provides a unique

opportunity for DHS and OHCS to closely coordinate services that can support improving

lives of Oregon families. Because leaders and providers within each region will design each

pilot program, these resources will be in close alignment with local efforts and strategies to

addressing homelessness.

Procurement process: As a follow-up from the February meeting, notably there is

clarification needed regarding how OHCS will administer these resources and by what

process this has been determined. While staff’s original thinking was that funds could go out

directly, noncompetitively to Community Action Agencies in the geographic regions selected

for the pilots, we are limited by the language in the statute. HB 2032 does not specifically

name any entity, agency or network to receive funding. Under state procurement policy, we



must ensure fair competition when awarding contracts/grant agreements to obtain services in

furtherance of a Department-supervised program. Therefore, OHCS will conduct a Request

for Application (RFA) in which eligible providers in the targeted regions can apply for

funding.

With that said, homeless services systems are based on collaboration. We highly motivate and

encourage collaborative applications for this funding, which we hope will include Community

Action Agencies.

Next Steps: At the March Housing Stability Council meeting, staff will review the above

referenced components of the TANF policy framework to solicit any final revisions.

The core of this program is the provision of short-term rental assistance to families that are

eligible for TANF. This includes families that are experiencing homelessness and families

that are at risk of homelessness. The TANF funding, under statute, may only be used to

provide up to four months of short-term rental assistance per family. This is why

collaboration is so critical: OHCS will be encouraging the involvement of housing authorities

and/or affordable housing providers that can provide long-term rental assistance or affordable

rental units to help stabilize the families.

Once approved, staff will initiate the RFA process so we can make award determinations.

Our engagement efforts with targeted regions will be fluid throughout implementation. OHCS

will be active participants to support thriving pilot programs aimed to serve Oregon families

experiencing homeless or at risk of homelessness.

Awards are projected to occur June 2020. Funds may be expended through June 30, 2022.

Alignment with the Statewide Housing Plan

Priority: Equity and Racial Justice

Discussions about homelessness are often absent honest conversation and action about the racial

dimensions of homelessness. Furthermore, the pathways out of homelessness for people of color

are further complicated by ongoing discrimination across systems that have historically excluded

them. OHCS has the responsibility of not perpetuating these wrongs through our role as a funder,

ensuring that our grantees not only deliver services in alignment with our policy priorities but

also that these are put into practice. Applicants for this funding will be expected to utilize

culturally specific outreach and service provision to ensure that shelter beds are accessible and

available to our neighbors of color who are experiencing homelessness. Additionally, OHCS will

expect that applicants are seeking to provide greater access to housing opportunities across

homeless populations, including for people of color and LGBTQ+ community members.

Priority: Homelessness

In the 2018-19 school year, more than 22,000 students were either living on the street, in

shelters, in temporary housing or doubled up with other families. Homelessness is a crisis;

therefore, OHCS processes and approaches should match the level of urgency and include

accountability. TANF can be used for a variety of services aimed at stabilizing families



experiencing homelessness including wraparound services that continue into family tenancy. The

$10.5 million of new TANF resources will go towards housing assistance and other activities

that help families secure affordable, stable housing, while connecting them to long-term housing

assistance. OHCS will work with DHS to ensure services and supports offered by the respective

programs are complimentary versus duplicative.

Priority: Permanent Supportive Housing

Permanent Supportive Housing (PSH) is an evidence-based practice and intervention used to

house individuals and families with multiple barriers. The TANF Housing Pilot Program, in

coordination with collaborating organizations will connect families with the housing that meets

their needs. For higher need families, PSH may be a need.

Priority: Affordable Rental Housing

N/A

Priority: Homeownership

N/A

Priority: Rural Communities

Similarly, to urban and suburban communities, TANF housing homelessness and instability is

ever present in rural communities. Advocates and researchers often refer to people who

experience rural homelessness as the “hidden homeless.” The same structural factors that

contribute to urban homelessness, lack of affordable housing and poverty, also lead to rural

homelessness. One of the key differences between rural and urban homelessness is a lower

capacity in the homeless service provider infrastructure in rural areas as opposed to urban areas.

Housing Stability Council Involvement and Next Steps:

Request for Motion

The Homeless Services Section asks the Housing Stability Council to approve the proposed

framework for the $10.5 million in TANF funding for the TANF Housing Pilot Program.





Date: March 6, 2020



From: Andrea Bell, Director of Housing Stabilization Division

Sheila Parkins, Program Analyst

Re: Rental Market Resources – Clarification

Purpose: To provide clarification to Housing Stability Council as to the Legislative intent of these

funds and how OHCS will proceed with administering.

Legislative background: The 2019 Legislative Session established House Bill 2006, which

provides OHCS with $3 million to support or develop programs that build on successful

strategies that help individuals obtain and retain housing in the private marketplace, through:

Tenant education services for low-income tenants, including Rent Guarantee Program

training and tenant advocacy trainings

Fair housing training for tenants and landlords; and

Technological innovations that help low-income individuals find and access available

rental housing

Policy Framework: The legislative intent and framework are in direct correlation with the needs

of many low-income Oregonians, in both urban and rural communities, conveyed through the

unwavering commitment of advocates. This need was also codified in the outreach OHCS

conducted with low income Oregonians in a series of listening sessions for the Statewide

Housing Plan.

As detailed, https://olis.leg.state.or.us/liz/2019R1/Measures/Exhibits/hb2006, advocacy for HB 2006

included:

Center for Hope and Safety

Transition Projects

Community Alliance of Tenants

Oregon Law Center

Oregon Housing Alliance

City of Beaverton

Oregon Rental Housing Association

Tenants and Advocates

Oregon Attorney General’s Sexual Assault Task Force

Community of Hope

Oregon Alliance to End Violence Against Women

Oregon Coalition Against Domestic and Sexual Violence


https://olis.leg.state.or.us/liz/2019R1/Measures/Exhibits/hb2006


Oregon Housing and Community Services

Procurement process: At the February meeting, HSC sought clarity regarding how OHCS will

administer these resources and by what process this has been determined. HB 2006 does not

specifically name any entity, agency or network to receive funding. It is the Department’s

practice to ensure competition when awarding contracts/agreements to obtain services in

furtherance of a Department-supervised program. The Department will conduct a Request for

Application (RFA) in which eligible providers statewide can apply for funding.

Because these funds are intended to expand the availability of training and information, OHCS

expects to see applications from statewide entities that specialize in the provision of fair housing

training, tenant rights and responsibilities workshops (including the implementation of SB 608,

the state’s new rent stabilization and just cause eviction policy) and technology that can reach

consumers statewide. There may be local or regional applicants, including Community Action

Agencies, that apply for funding to support housing access, housing navigators and related

services that are appropriate for local or regional program delivery.

Alignment with the Statewide Housing Plan

Priority: Equity and Racial Justice

People of color—both single adults and families—experience system-level inequities. The

successful transition out of homelessness into stable housing looks glaringly different for people

of color than it does for their white counterpart. OHCS is committed to demonstrating forward-

thinking leadership, taking the initiative to include people of color throughout the design and

implementation of this new body of work. The Rental Market Resources engagement process will

include agencies that represent communities of color and individuals with lived experience.

Priority: Homelessness

The transition from experiencing homelessness to tenancy is windy. At the client level, it means

engaging with multiple systems, completing a lot of paperwork, and understanding the varying

practices of each agency involved. Rental Market Resources are targeted investments that

intersects with our priority to end and reduce homelessness through, 1.) Increasing our current

investments that incentivize landlords to rent to homeless and low-income tenants, 2.)

Supporting successful lease up for households with vouchers, 3.) Providing services that are

unique to case management and peer support, 4.) Engaging with people with lived experience is

invaluable. They often have existing connections and know how to reach them

emotionally. These programs also have the potential to prevent renters from experiencing

homelessness by creating a stable and affordable housing situation.

Priority: Permanent Supportive Housing

Permanent Support Housing (PSH) is one of the non-time limited resources/interventions

individuals, families and Veteran program participants may be connecting to. Referrals to PSH

primarily occur through the Coordinated Entry process.



Priority: Affordable Rental Housing

N/A

Priority: Homeownership

N/A

Priority: Rural Communities

For any community, building a robust response to homelessness can be a challenge. For rural

communities, those challenges are often exacerbated by the hidden nature of homelessness, large

geographic expanses, more dispersed and often fewer resources, a shortage of transportation and

quality housing, and fewer economic and employment opportunities. Establishing and/or

increasing the presence of Rental Market Resources is especially critical.

Next steps:

OHCS will initiate an RFA to awards projects in May/June. An update on the awards will be

provided at a future HSC meeting.





Date: March 6, 2020



From: Andrea Bell, Director of Housing Stabilization

Tim Zimmer, Energy Services Manager

Steve Divan, Weatherization Program Manager

Re: US Department of Energy (DOE) Weatherization State Plan Briefing

Purpose: To update Housing Stability Council regarding the Program year 2020 State Plan

and Grant application process.

Background

The DOE Weatherization Assistance Program (WAP) provides annual grants to states, territories, and

some Indian tribes to improve the energy efficiency of the homes of low-income families. Oregon, in

turn, contracts with Community Action Agencies (CAAs) to provide weatherization services to eligible

families using the latest technologies for home energy and home health upgrades. The DOE program

provides energy conservation services to an average of 340 low-income Oregon households each year

resulting in nearly $300 in annual household energy savings for program participants. Conservation

services help alleviate high energy burden through cost-effective building shell improvements such as

insulation and air sealing, heating, ventilation, and air conditioning system improvements, efficient

lighting, and efficient appliances.

Policy Advisory Council Requirements - 10 CFR § 440.17

(a) Prior to the expenditure of any grant funds, a State policy advisory council, or a State commission or

council which serves the same functions as a State policy advisory council, must be established by

a State:

(1) Has special qualifications and sensitivity with respect to solving the problems of low-income persons,

including the weatherization and energy conservation problems of these persons;

(2) Is broadly representative of organizations and agencies, including consumer groups that represent low-

income persons, particularly elderly and handicapped low-income persons and low-income Native

Americans, in the State or geographical area in question; and

(3) Has responsibility for advising the appropriate official or agency administering the allocation of

financial assistance in the State or area with respect to the development and implementation of a

weatherization assistance program.

(b) Any person employed in any State Weatherization Program may also be a member of an existing

commission or council, but must abstain from reviewing and approving activities associated with

the DOE Weatherization Assistance Program.

State Plan Timeline

The annual federal funding application package, including the written 2020 state plan, is due and will be

submitted to DOE by May 1, 2020. The draft state plan will be posted to Oregon Housing and Community

Services (OHCS) website the week of March 2, 2020. The public comment period will be initiated at this


US DOE State Plan Briefing – March 6, 2020


time with public notices appearing on the OHCS public notice page, the Governor’s transparency site, as

well as an email sent to all interested parties on the OHCS Constant Contact list. OHCS staff will be

facilitating a public hearing on April 15, 2020 and will be accepting written comments until April 16,

2020.

The draft plan will be posted March 3, and a link to the plan will be distributed to HSC members via

email at this time.

State Plan Development

Although much of the state plan is mandated by federal regulations and cannot be modified, OHCS will

convene a work group to review the draft 2020 State Plan. The work group consists of six representatives

from Community Action Agencies. The purpose of the work group is to determine what, and if,

improvements can be made in the overall document and/or specific sections of the plan and to provide

recommendations and/or comments regarding proposed changes to the plan.

State Plan Application Components

1. Budget

2. Annual File

3. Master File

Eligibility

Type of Weatherization Work

Health & Safety Plan

Program Management

Training & Technical Assistance Plan

4. Energy Crisis & Disaster Response

5. Federal Financial Regulations

DOE Financial Assistance Rules

OMB Cost Principles

Financial Audits

Equity and Racial Justice

Weatherization staff included the following section within the DOE State Plan last year:

2.01.4 Equity and Racial Justice

OHCS has committed to advance Equity and Racial Justice by identifying and addressing institutional

and systematic barriers that have created and perpetuated patterns of disparity in housing and economic

prosperity. Energy and Weatherization is actively evaluating and beginning to implement new practices to

actualize this commitment. Recognizing that there is more to be done to ensure Energy and

Weatherization programs are authentically serving communities of color. Towards that goal, OHCS will

be evaluating equity and racial justice of populations served by the Oregon WAP.

Implementation Strategies:

Create and maintain a system to analyze the WAP program delivery for equity and racial justice.

Evaluate the Oregon WAP to identify barriers to access the program to ensure equitable

outcomes.




Establish intentional outreach and educational strategies to engage culturally specific and

culturally responsive organizations to ensure communities of color are aware of and have the

ability to access weatherization services.

Collaborate with USDOE to find pathways within the confines of the program to prioritize and

provide services to underserved populations.

Over the last year, the Energy Services team has moved this work forward by engaging in the following

efforts:

1. Nearly completed work on the statewide Energy Burden Assessment Tool utilizing the following

criteria:

o Household Energy Use Intensity

o Energy Cost Index

o Energy Cost Index with racial minorities

o Energy burden by race and ethnicity

o Percent energy burdened households by race and ethnicity

2. Energy Programs Evaluation

o Assess the impact of current state energy programs

o Evaluate service reliability from state, local, and utility perspective

o Assess the marketing, outreach, and access of state programs

Assess client experience; evaluate customer satisfaction and culturally specific

strategies for delivery

Identify barriers experienced by customers

Conduct an equity analysis of programs by identifying gaps and make

recommendations on overcoming identified barriers

Identify underserved populations and the barriers to access the programs

Help to produce significantly higher rates of targeted outreach to underserved

communities of color; recommend benchmarks

3. Participating with OHCS Data Equity Workgroup and working to:

o Establish baseline data on equity and racial justice

o Assess current data systems and collected data

o Develop consistent language about biases that exist in data

o Work towards consistency in language and presentation of analysis

o Identify metrics to track progress towards reducing racial and other disparities in internal

operations and program delivery

Proposed State Plan Changes

The state plan does not typically change substantially from one year to the next. Proposed changes to the

2020 plan are few and generally based on new or revised guidance from DOE and/or input from service

delivery partners. Primary changes to the 2020 plan include:

General Updates

1. Budget Overview – For 2020, the budget is $3,707,845. OHCS and Sub grantee allocations were

adjusted to reflect the 2020 allocation.

2. 2020 production schedule and projected energy savings are updated and based on historical

average investment per unit.




3. Sub grantee contact information, Housing Stability Council membership, Income guidelines, and

average cost per unit thresholds.

Housing Stability Council Discussion and Next Steps:

Weatherization staff is seeking advisement on strategies to engage Native American Tribes to ensure

reserved funds result in energy efficiency services to Native American households. OHCS reserves three

percent of the DOE grant specifically for service provision to Native American households. Over the last

two grant years, OHCS along with service delivery partners have experienced challenges in reaching

eligible families.

As noted above, OHCS staff will provide a link to the draft state plan as soon as it is posted for public

comment.

We appreciate your time and look forward to engaging in this conversation during the upcoming Council

meeting.


Page 1 of 4


Date: February 25, 2020 To: Housing Stability Council

Margaret Solle Salazar, Executive Director From: Kate Srinivasan, Research Analyst

Kim Travis, Housing Integrator Re: Land Use and Housing, Implementing 2019 Legislation HB 2001 and HB 2003

The 2019 Legislative Session was a landmark session for housing policy and investment,

including the intersection between land use and housing. The Legislature passed HB 2001 and

HB 2003 to build on previous legislation highlighting Severe Rent Burdened Cities (2017 HB

4006). This memo outlines the key components of these bills, and OHCS’ collaboration with

DLCD in relation to the Statewide Housing Plan (SWHP).

The purpose of engaging with Housing Stability Council at the March 2020 meeting is to provide

an educational foundation for future input related to implementing HB 2003.

HB 2001 – “Middle Housing”

OHCS does not have direct responsibilities for implementing requirements related to HB 2001.

DLCD is currently in rulemaking to implement this bill. HB 2001 requires cities with

populations between 10,000 and 25,000 to allow duplexes on any lot zoned for single-family

dwellings. In addition, in cities with populations over 25,000 or in local governments within the

Metro region, the bill mandates that local governments allow multi-family development up to

quadplexes in any areas zoned for single-family dwellings. The smaller cities must make these

zoning changes by June 30, 2021, and the larger cities and Metro local governments must make

these zoning changes by June 30, 2022. HB 2001 directs the Oregon Department of Land

Conservation and Development (DLCD) to adopt a model middle housing ordinance no later

than December 31, 2019. Local governments failing to meet the deadlines under HB 2001 must

directly apply the model ordinance until they are able to adopt their own zoning codes.

HB 2003

OHCS is responsible for implementing one component of HB 2003, the Regional Housing

Needs Analysis (RHNA). There are several pieces DLCD is responsible to implement

including:

Establishing a schedule for cities to complete city Housing Needs Analysis (HNA);

Developing Housing Production Strategies; and

Allowance for housing “by right” on public property


Document Name/Program – Date

Page 2 of 4


The intent of HB 2003 is for the Regional Housing Needs Analysis to serve as a one-time

exercise, and opportunity to learn about the pros and cons of applying this regional approach in

Oregon. The RHNA is inspired from California’s approach to regional housing planning,

working through California Department of Housing and Community Development, and in

partnership with the Councils of Government (COGs) in allocating the housing need to the local

cities.

Section 1 of House Bill 2003 states that OHCS, in coordination with the Department of Land

Conservation and Development and the Oregon Department of Administrative Services, shall

develop a methodology for calculating a Regional Housing Needs Analysis and estimate of

housing necessary to accommodate growth over the next 20 years for each city in Oregon and

Metro. The analysis should calculate the total number of housing units necessary to

accommodate anticipated populations in a region based on trends in density, housing mix,

demographics, economic cycles, and the equitable distribution of publicly supported housing.

This analysis should include an estimate of existing housing stock and housing shortage for each

city and Metro; and classify the future housing need, housing stock, and housing shortage by

housing type (attached and detached single-family, multifamily, and manufactured housing) and

by affordability to households with very low, low, moderate, and high income. Implicit in

these requests is the requirement to find a way to get from Regional Housing Need to city-level

housing need, which we are referring to as an “allocation” of need from the regional to the city

level.

HB 2003 specifies the RHNA and shortage analysis are to be completed by September 1, 2020,

and reported to the Legislature. In order to accomplish this aggressive timeline, OHCS

contracted with ECONorthwest. ECONorthwest assisted OHCS on the development of the

Statewide Housing Plan, and also has extensive experience working with cities throughout

Oregon to develop Housing Needs Analyses.

Once OHCS has conducted the RHNA methodology for regions and estimation of housing need

to all cities, DLCD will review the findings of the analysis and submit a report to the Oregon

Legislature before March 1, 2021. DLCD’s report will outline specific recommendations that

may be used by the Legislature to discontinue, adapt, or continue conducting RHNAs in addition

to or in place of local housing needs analyses.

Data Challenges

To conduct the RHNA as specified in HB 2003, we need data on housing stock and population

that is available consistently statewide for all cities and regions, in order to disaggregate by

income brackets and by housing type. There are three publicly available datasets:

Census Microdata Sample (PUMS)

Census American Community Survey (ACS)

Census Comprehensive Housing Affordability Strategy (CHAS)

We are evaluating each dataset across 4 categories:



Page 3 of 4


Time horizon and data release schedule

Geographic availability

Detail/data specificity

Data quality

OHCS has conducted stakeholder outreach to provide input on the RHNA approach and scope of

work. This includes meetings with experts in the field and meetings with stakeholders to review

technical aspects related to data availability. In addition to external feedback, we are engaging

internally to facilitate input from the Affordable Rental Housing Division and the Housing

Stabilization Division.

In discussions with ECONorthwest about the bill requirements and the limitations of data, we

have agreed to adapt the “California methodology” as best as possible to our needs and test out

an “Oregon methodology” that will seek to more closely align with the level of specificity

requested in the bill. We believe this parallel approach will provide legislators with a better

platform for discussions about the pros and cons of RHNAs and the ability to implement in

Oregon.

Connection to Statewide Housing Plan

HB 2003 provides a number of opportunities to implement Statewide Housing Plan Priorities:

Equity and Racial Justice – HB 2003 requires us to examine and operationalize an “equitable

distribution of publically supported housing”. Creating a planning model, and testing the model

to highlight areas of opportunity for publically supported housing will help Oregon move

forward in the right direction. It will help advance a shared understanding of equitable housing

within regions and communities, and hopefully incorporate tribal housing needs. The SWHP

calls for us to use OHCS programs as an avenue to increase economic opportunity and mobility,

and increase income and wealth for communities of color.

Rural Communities – one key strategy in the SWHP is to advance collaboration among state

agencies to address the needs of small towns and rural communities. Working with DLCD on

the intersection between land use and housing will help smaller cities better understand housing

needs and opportunities, and potentially consider regional approaches toward addressing needs,

while also considering capacity constraints that may be identified through this process.

Homelessness – one reason for testing an “Oregon methodology” is to be intentional about

addressing homelessness in regions and cities. Understanding what data is available and how it

can be incorporated into the RHNA to provide a more accurate and reliable measure of housing

need will be beneficial as regions and cities plan for to accommodate currently homeless people

and people who are vulnerable to becoming homeless.

Affordable Rental Housing and Permanent Supportive Housing – by including homeless

data into the planning process, regions and cities can set benchmarks for achieving increased



Page 4 of 4


supply including PSH units. The purpose of the state leading the allocation of housing need

down to the local level is to see more housing developed at rents and prices that are affordable.

Next Steps

We anticipate attending the Housing Stability Council meeting, likely in October after the

RHNA is completed to share results and get feedback on key takeaways from the process. There

is an opportunity to give input as DLCD prepares their report to the Legislature in March 2021.

In addition, there may be interest from the Housing Stability Council to provide

recommendations on the Housing Production Strategies for cities.

OHCS convened a technical stakeholder committee to provide input on the RHNA approach and

scope of work, highlight concerns and opportunities with the analysis, and provide input on the

Oregon methodology. We plan to communicate with this group throughout the process, and

convene again potentially between May-July and certainly in September following the initial

RHNA report. We anticipate utilizing this group as a sounding board to help evaluate the pros

and cons of the RHNA’s specific methodology and as a concept as we work with DLCD on the

report to the Legislature in March 2021.

HB 2003 provides a good opportunity to engage our in-house expertise about data and programs,

as well as consider resource allocation formulas and processes. Ongoing internal discussions and

connections to this work will help both OHCS and DLCD align planning resources and housing

resources for improved outcomes in our communities.


Members:

Claire Hall, Chair

Sarah DeVries

Sami Jo Difuntorum

Barbara Higinbotham

Anna Geller

Mary Li


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

Housing Stability Council 2020 HSC... · 2020-03-02 · March 6, 2020 HSC Mtg. Material Page 6. Approval of Meeting Minutes for January 3, 2020: Chair Hall introduced meeting minutes

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