GuideBook & Estimating Model For The Development of Community-Based Housing

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GuideBook

& Estimating Model For The
Development of Community
-
Based Housing
Utah Chapter APA


Spring Conference

Copyright
2011

Executive Summary


Why was the UCBHI tool kit created 2007?


HB 295 passed 1996;


Three years later only 20% of communities had attempted a
plan;


Six years later 65% of communities had some semblance of a
plan;


Eleven years later little had changed (plans created were sitting
dormant);


Fifteen years later:


There are Sate and Federal incentives to plan locally and regionally.


Analysis Methods & Statistical Modeling Tools have been created to
streamline and standardize the housing planning process.

2

Guidebook for the Development of
Community
-
Based Housing, Copyright 2011

Executive Summary Cont’d



Why are we here today?


To bring resources, training and technical assistance to
governmental entities which support needs assessment,
inventorying of local resources and development of
implementation strategies which result in vertical construction
of housing units of diverse types in communities of all sizes.


ULI & Fannie Mae Foundation Best Practices, p. 3

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Guidebook for the Development of
Community
-
Based Housing, Copyright 2011

Guidebook Overview



Section I


Changing Demographics Across the State Of Utah


Familiarizes you with current and future demographic trends and
analysis and how these effect housing needs.


Life


Cycle Housing meets changing needs spanning a number of
generations, p. 9

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Guidebook for the Development of
Community
-
Based Housing, Copyright 2011

Guidebook Overview Cont’d



Section II


Formats for Housing Planning


Provides information, outlines and models for your attainable housing
assessment and planning process. It sets forth key components of a
housing plan and makes recommendations for engaging the entire
community in the process.


P. 15 Protecting Local Values through Community
-
Based Housing


P. 17 Utah Does it Best
-

National Rural Project of Year, Red Hawk


P. 21 Community Housing Initiative Plan Format


P. 23 Planning Considerations for Rural Areas

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Guidebook for the Development of
Community
-
Based Housing, Copyright 2011

Guidebook Overview Cont’d






Section III


Attainable Life
-
Cycle Housing Options


Provides examples of creative design and award winning projects used
for the development of detached single family homes, optional
condo/townhouse units, multi
-
family and senior rental properties, as
well as supportive housing environments offering assisted living
services.
(P. 27 Myths, P. 28 Design, p. 29 Sustainable Development).


Best Practices p. 33
-
48.


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Guidebook for the Development of
Community
-
Based Housing, Copyright 2011

Guidebook Overview Cont’d



Section IV


The Community as a Housing Development and Design
Facilitator


Provides practical tools, strategies and steps critical to the planning
process. How to engage stakeholders and incorporate their feedback,
as well as examining creative uses of zoning codes and ordinances
enabling strategic implementation.


P. 46 Evaluate Zoning Ordinances,


P. 47 Regulatory Barriers Questionnaire


P. 54
-
55 Neighborhood Revitalization


P. 62 For or Non
-
Profit Partners


P. 65 Defining Development Process

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Guidebook for the Development of
Community
-
Based Housing, Copyright 2011

Guidebook Overview Cont’d









Section V


Financing the Development of Attainable Life
-
Cycle Housing


Provides examples of leveraged financing tools and their uses.


P. 69 Five Principles for Driving Housing Affordability


P. 100 Best Practices in Production of Affordable Housing

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Guidebook for the Development of
Community
-
Based Housing, Copyright 2011


Tools


Private Foundation, Financial Institution
& UWFHI
Technical
Assistance,
Housing/Economic Development
Baseline Research and Project Market
Study Grants


Predevelopment Loans

Concept to Site Control
to Initial Pro Forma to
Subsidy Identification


Tools


Predevelopment Loans


Land Acquisition Loans


EQ2 Loans

Refining Pro Forma to
Project Design to Closing


Tools


Gap, Bridge Loans


Debt
-
ADC Construction Participations


Equity Investments


Historic Tax Credit Commitments


Investment Grade Bonds


LIHTC Investments


Multi
-
Family
Construction Forwards


Public Finance Project Bonds

Construction Closing thru
Construction



Tools


Direct Equity


Historic Tax Credit Equity Investment


Investment Grade Bonds


LIHTC Investments


Small Multi
-
Family Perm Loans


Large DUS Multi
-
Family Perm Loans


Targeted Mortgage Revenue Bonds


Single Family Mortgages

Perm Closing to
Occupancy

Guidebook Overview Cont’d



Section VI


Utah Community
-
Based Housing Estimating Model (Software
for Tracking Housing Needs & Trends)


Provides instructions on use and interpretation of model results to be
used in conjunction with local planning and goals setting.


P. 105 Nine Model Pages; “
Sensitivtiy

Analysis versus Site Analysis.”


9

Guidebook for the Development of
Community
-
Based Housing, Copyright 2011

Guidebook Overview Cont’d



Appendix


Glossary of Terms


Helpful Resources


Sample RFP’s and Ordinances


Bibliography of Helpful Publications

10

Guidebook for the Development of
Community
-
Based Housing, Copyright 2011

Housing Estimating Model



Purpose is to address two specific attainable
housing issues in either rural or urban
communities:

1.
Estimate the number of affordable units by income and is
there an adequate supply of units attainable to each income
group in your community? If not, how are those same
households cost burdened?

2.
Estimate the affordability “price gap” or difference between
income and housing given shelter costs of 30%. This gap then
helps to point the way in generating alternative housing
opportunities.


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Guidebook for the Development of
Community
-
Based Housing, Copyright 2011

Housing Estimating Model Cont’d



Software Instructions (801
-
509
-
1289 Help!)


Quick Start p. 104


9 Model Pages


1. User Input


just one data input page!


2. Data Links


each data input has a coordinating link.


3, Chart 1



data output page, shows a comparison households by
incomes.


4. Chart 2



data output page, shows a summary of housing supply
(plus/minus) by income group; shows degree of mismatch between
cost of housing stock and incomes.


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Guidebook for the Development of
Community
-
Based Housing, Copyright 2011

Housing Estimating Model Cont’d



Software Instructions


9 Model Pages


5. Summary



data output page demonstrating two approaches to the
evaluation process; gap by incomes and then by specific local jobs.


6. Summary 2



data output page; placeholder for reports #1
-
7


7. NAICS Information



North American Industry Classification
System; tracking mechanism for job types in a community.


8. # Households by Income Group



reference material for
households by income for each Utah County and many municipalities;
certain small population centers may themselves by excluded by law
for reasons of confidentiality; information used on data input page.


9. Assessor Data Request Form
-


a key data set on number of
dwellings by type and market value which must be; it is recommended
you seek AOG assistance in seeking this data and validating it.




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Guidebook for the Development of
Community
-
Based Housing, Copyright 2011

Housing Estimating Model Cont’d



Rural/Urban Community Considerations on Usage


Approach 1
-

based on share of County level computations at end of
the process.


Approach 2


based on percentage calculations at each step based
on percentage population distributions at beginning of the process.


Sensitivity Analysis versus Site Specific /Project Approach.


Importance of County or Regional planning to meet local needs and
financial feasibility based on current market restraints on
underwriting parameters and access to federal funding programs.


Informed and reasoned interpretation of the findings!


For support call LCDII,
Marci Milligan 801
-
509
-
1289.




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Guidebook for the Development of
Community
-
Based Housing, Copyright 2011