Development and Service Integration Committee Wednesday, July 27, 2011 333 West Trade Street, Suite 200 10:00 – 11:30 a.m. Committee Members: Staff Resources: David Furman, Facilitator David Jones Mike Rizer Renata Henderson Scot Williams Pat Mumford, Ex‐Officio Member Zelleka Biermann (City) Chris Squier (CHA) AGENDA Information: I. Continuum of Care ‐ Stacy Lowry /Caroline Chambre II. Committee update ‐ D. Furman Action: I. DSI Committee Meeting Place, Dates & Time for FY2012 (starting August – June 30, 2012) Attachments: A. May 23, 2011 Committee Meeting Summary B. Work Plan C. Committee update Proposed Future Agenda Topics: 1. Integration of Supportive Housing Services to Developments 2. Review existing & revised HTF Loan & Grant guidelines and criteria 3. Request for Qualification (RFQ) schedule for Supportive Housing 4. Collaborative partnerships to develop Multi‐family housing 5. Explore affordable housing acquisition funds 6. Review the North Carolina Housing Finance Agency (NCHFA) Targeting Plan for Tax Credit Next Meeting Date: TBD Attachment A Charlotte‐Mecklenburg Collation for Housing Development and Service Integration Committee Thursday, May 23, 2011 Committee Members Present: David Furman, Facilitator David Jones Renata Henderson Scot Williams Patrick Mumford, Ex‐Officio Member Staff Resources: Zelleka Biermann (City) Pam Wideman (City) Chris Squier (CHA) Vi Lyles (CMCH) Meeting Summary The Committee: • • • • • • • Met at The Charlotte Housing Authority office located at 1301 South Blvd. Received a presentation on CHA’s Financial Resources and Real Estate Strategy. CHA presented a strategy to ensure the CHA’s capital, operating subsidy and services work together with all three agencies (City/County/CHA). CHA’s rental subsidy could work with a comprehensive plan as a solution to affordable housing. Discussion included how to shift mind set from building to rental subsidy. Discussed choice neighborhood and new version of Hope VI. Discussed how to build affordable housing in stable neighborhoods and how to best utilize the Rapid Acquisition fund. Discussed operating subsidy component and opportunities to collaborate and how to align priorities. Next Steps: • Committee meeting ‐ June 16, 2011 Charlotte‐Mecklenburg Coalition for Housing Action Plan Worksheet Attachment B ACCOUNTABILITY Committee/Staff Development & Service Integration Committee Staff: Zelleka Biermann Chris Squier System Goal 1. Homeless families and individuals will be housed quickly 2. Services will stabilize housing and prevent returns to homelessness 3. Families and individuals most at‐risk of becoming homeless will remain stably housed System Outcome 1. Reduce number of people who become or return to homelessness 2. Increase the supply of affordable housing 3. Increase employment and income 4. Reduce the number of unengaged homeless 5. Reduce length of homelessness Action 1. Integrate Development, Supportive Services and Continuum Care 2. Create process to utilize Rapid Acquisition and Supportive Service funding to develop supportive housing WORK PLAN ITEMS Date 1. Integration of supportive housing to developments • Met with County & CHA to discuss service integration • Met with a developer (St. Peters Home) to discuss 333 Hawthorne Lane possible rapid acquisition project • Committee meeting at CHA – Presentation by Charles Woodyard & Chris Squier on CHA’s Financial Resources and Real Estate Strategy • Scheduled a meeting to discuss Meyers Park/Queens university ‐ possible rapid acquisition project • MOU with CHA & County by 6/30/12 2. Integration of Continuum of Care (COC) and other public funding • Initial discussion with County/ Stacy Lori on COC • Met with County (Stacy Lowry) and Urban Ministry (Caroline Chambre) to discuss continuum of care integration process, timeline and coordination with providers. Created a Continuum of Care Process Committee • Continuum of Care presentation to DSI Committee ( Stacy Lowry & Caroline Chambre) 3. Review and revise existing HTF loan & Grant Guide Lines and Criteria 4. Schedule for supportive housing Request for Qualification (RFQ) 5. Explore affordable housing acquisition funds • Dialogue with Enterprise Foundation on Community Loan fund • Dialogue with NCHFA Supportive Housing Fund • Dialogue with NCHFA /Targeting Plan & Strategy towards 2012 allocation 6. Pre‐RFQ meetings (pair developers with service provider) 4.19.11 5.06.11 5.23.11 5.25.11 4.05.11 6.16.11 7.27.11 4/20/11 5/23/11 5.06.11 5.25.11 Charlotte‐Mecklenburg Coalition for Housing Action Plan Worksheet Attachment B ACCOUNTABILITY Committee/Staff Development & Service Integration Committee Staff: Zelleka Biermann Chris Squier 7. Issue RFP 8. Select development project • Completed Rapid Acquisition Strategy & Checklist • Reviewed two projects for possible Rapid Acquisition o 333 Hawthorne Lane o 1333 Queens Road • Meeting with Paul Woollard, Pat Garrett, Charles Woodyard, Pat Mumford, Vi Lyles and Mike Rizer to discuss 333 Hawthorne Lane – prospect for Rapid Acquisition • Site visit ‐ 333 Hawthorne Lane • Met with development team, requested proposal for feasibility and pre‐ development cost 9. Commit development funds by 6/30/2012: • Committed $1.7m development funds for Westinghouse Seniors METRIC ASSESSMENT 1. Negotiate Memorandum of Understanding (MOU) City/County/CHA to leverage resources for supportive services (work plan 1 & 2) 2. Select developer and commit funding for project (Work plan 2‐9) 6.09.11 6.16.11 6.15.11 6.30.11 7.01.11 7.15.11 6.30.11 Dashboard green yellow red Attachment C Development & Service Integration Committee Update July 21, 2011 Background On April 20, 2011, Development and Service Integration Committee approved Charlotte‐ Mecklenburg Coalition 2011‐2012 Strategic Plans with the following two key actions and system goals/outcomes: Committee Key Actions: 1. To integrate Development, Supportive Housing and Continuum of Care 2. Create process to utilize Rapid Acquisition and Supportive Services funding to develop supportive Housing. Committee Indicator of Success: 1. Memorandum of Understanding City/County/CHA to leverage resources for supportive services 2. Select developer and commit funding for projects Integrate Development, Supportive Housing and Continuum of Care: • Created a continuum of Care Process Committee • Committee charge is to create a process for a unified application and allocation for the federal Continuum of Care (COC) grant. • Committee actions will include transition COC funding application to the CM Coalition for Housing with the 2012‐13 grant process • Process outcome will be better service delivery, collaborative planning, increase Ten Year Plan outcomes, comply with COC regulations and create opportunity for increased funding. Tax Credit Set Aside, Rapid Acquisition & Supportive Services Allocations • Council approved CMHC recommendation to allocate $16.2m for affordable housing • Tax Credit Set‐Aside ‐ One out of the two recommended Tax Credit development received North Carolina Housing Finance Agency (NCHFA) tax credit award. o Westinghouse Seniors will use $1,764,273 Housing Trust Fund o The remaining funds of $927,647 from Wesley Heights Senior Apartments tax credit development will be added to the supportive housing funds. o A balance of $2,008,080 will be available for 2012 tax credit cycle o The remaining balance of $935,727 from 2011 tax credit cycle will be added to the supportive housing funds. • Rapid Acquisition ‐ The following two properties are identified as great potentials for rapid acquisition, it demonstrates a unique opportunity, time sensitive in nature and has overall benefit to the Community: o 1333 Queens Road o 333 Hawthorn Lane • Supportive Housing – RFQ/RFP schedule and underwriting and evaluating guidelines will be submitted to the committee at the August/September2011 meeting. Housing Trust Fund update Year FY2007 Development Scaleybark – CMHP /TOD Units 80 City Funding $2,000,000 Type MF‐TC FY2008 FY2008 FY2008 175 30 27 $649,313 $548,366 $1,100,000 <30% <30% SN FY2008 Edwin Towers ‐ CHA Robinsdale Apts.‐ CHA McCreesh Place – St. Peters Home Everett House ‐ TAHG 10 $299,900 SN FY2008 FY2009 Brooklyn Village Strawn Towers ‐ CHA 30 170 $1,250,000 $1,000,000 MF SN FY2009 Charlottetown Terrace ‐ CHA 161 $1,000,000 SN FY2009 Dove’s Nest ‐ CRM 90 $1,500,000 SN FY2009 Domestic Violence Facility ‐ UFS 80 $1,500,000 SN FY2009 120 $1,370,434 TC FY2010 Steel Creek Seniors – Wood Partners Moore Place ‐ UM 85 $500,000 SN FY2010 Carya House ‐ TAHG 8 $500,000 FY2010 Willow Oak Run – Mills Construction Boulevard Seniors ‐ CHA 85 $685,000 110 $1,000,000 FY2011 FY2011 Westinghouse Seniors ‐ CMHP 86 $1,764,273 FY2011 Double OAKS Rental 84 $1,591,683 MT‐TC: Multi‐family Tax Credit MF: Multi‐family SN: Special Needs TC: Tax Credit Status Will apply for 2012 Tax Credit 50% completed 32% completed 20% Completed Finalizing Plans and HUD Sec. 8 approval On Hold Construction Start 1/2012 Completion 12/2012 72% complete Completed Tenant move 9/2011 Construction will start 8/2011 Construction Scheduled to start 10/2011 80% completed Construction Started 6/2011 Completion 12/2011 SN Submitted HUD 811 application MF‐TC Construction will start 8/2011 Hope VI Received 2011 Tax Credit award TC Received 2011 Tax Credit Award MF‐TC Will apply for 2012 Tax Credit