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Home My WebLink About09-11-17 City Commission Packet Materials - A4. CAHAB Appointments Commission Memorandum REPORT TO: Honorable Mayor and City Commission FROM: Brenda Sweeney, Deputy City Clerk Robin Crough, City Clerk SUBJECT: Appointment(s) to the Community Affordable Housing Advisory Board (CAHAB) MEETING DATE: September 11, 2017 MEETING TYPE: Action RECOMMENDED MOTION: I move to appoint up to six members to the Community Affordable Housing Advisory Board to the following positions and terms: One Real Estate Financing position with a term expiring June 30, 2018, One Construction Industry position with a term expiring June 30, 2020, One Organization Providing Services to Low and Moderate Income Persons representative position with a term expiring June 30, 2020, One Resides in Low or Moderate Income Housing position with a term expiring June 30, 2020, One Low or Moderate Income Person position with a term expiring June 30, 2020, and/or One Citizen with Demonstrated Interest in Special Needs Housing position with a term expiring June 30, 2018. None of the applications received at this time appear to fit the qualifications needed to fulfill the Low or Moderate Income Person position. BACKGROUND: The Community Affordable Housing Advisory Board (CAHAB) currently has six vacant positions: 1. Real Estate Financing, expiring June 30, 2018 2. Construction Industry, expiring June 30, 2020 3. Organization providing services to low- and moderate-income persons, expiring June 30, 2020 4. Member of the public certifying that he or she currently resides in housing designated as low- or moderate-income housing, expiring June 30, 2020 433 5. Member of the public certifying that he or she is a low- or moderate-income person as defined by the City’s affordable housing policy, expiring June 30, 2020 6. Citizen with Demonstrated Interest in Special Needs Housing, expiring June 30, 2018 The Community Affordable Housing Advisory Board was created under Commission Resolution No. 3056, superseded by Commission Resolution No. 3540 adopted on September 16, 2002. This Board replaces the former Community Development Block Grant (CDBG) Loan Review Committee. Its purpose is to provide recommendations to the Commission on requests for expenditures from the CDBG Revolving Loan Fund (for housing) and from the Community Housing Fund (which is funded through the City's General Fund); to advise the Commission on affordable housing needs, issues, policies, and regulations; to work with the City and other groups to formulate programs and projects for meeting Bozeman's affordable housing needs; and to advise the Commission on affordable housing plans for annexations and any related development proposals. The Board is comprised of eleven members serving staggered three-year terms, with terms to end on June 30 of each year; and a member of City Planning staff shall serve as an ex-officio, non- voting member. Members must be of legal age, and a majority of the members shall be residents of the city. Non-resident members must have a tangible connection with the City by virtue of working in the city or owning property in the city. Members must represent the following: (1) real estate financing (2) real estate sales (3) construction industry (4) organization supporting the availability of low- and moderate-income housing (5) organization providing services to low- and moderate-income persons (6) member of the public certifying that he or she is a low or moderate-income person as defined by the City's affordable housing policy (7) representative from a recognized non-profit affordable housing development organization (8) member of the public certifying that he or she currently resides in housing designated as low- or moderate-income housing (9) member of the public who has demonstrated interest in special needs housing (10) the City's Finance Department (11) building industry professional This Board currently has six vacancies. The City Clerk’s Office has received seven applications, with their relevant qualifications (as best determined by the Clerk’s office) indicated below. 1. Real Estate Financing, expiring June 30, 2018 | Qualifies: B. Anderson 434 2. Construction Industry, expiring June 30, 2020 | Qualifies: A. Lewendal, G. Stratton 3. Organization providing services to low- and moderate-income persons, expiring June 30, 2020 | Qualifies: K. Thane 4. Member of the public certifying that he or she currently resides in housing designated as low- or moderate-income housing, expiring June 30, 2020 | Qualifies: No Applicants 5. Member of the public certifying that he or she is a low- or moderate-income person as defined by the City’s affordable housing policy, expiring June 30, 2020 | Qualifies: J. Adams 6. Citizen with Demonstrated Interest in Special Needs Housing, expiring June 30, 2018 | Qualifies: A. Ference, K. Baldwin Applicants: Justin Adams Brooke Anderson Kara Baldwin Amy Ference Anders Lewendal Greg Stratton Kevin Thane Commissioner I-Ho Pomeroy is the City Commission liaison for this board. CAHAB appointments are Commission appointments. ALTERNATIVES: As suggested by the City Commission. Attachment: Board Applications 435 AdvisoryBoardApplicationID: 413 Form inserted: 4/14/2017 1:10:46 PM Form updated: 4/14/2017 1:10:46 PM Name: Justin Last Name: Adams Physical Address *: 751 Professional Dr. #66 P.O Box: City*: Bozeman State*: Montana Zip Code*: 59718 Primary Phone *: (406) 570-2168 Additional Phone: (406) 586-2309 Email *: jadams@oppbank.com Your current occupation *: Personal Banker Employer *: Opportunity Bank of MT How long have you lived in the Bozeman Area? *: >10 yr Which position are you applying for? *: Community Affordable Housing Advisory Board City Limits *: yes Have you ever served on a City or County Board or Commission? *: no If so, how long?: If so, where ?: Please explain your relevant qualifications, interests and experiences. *: Moved to Bozeman in January, 2005, however I've lived in Bozeman most of my life, including middle school, most of high school at Bozeman High School and college at Montana State. I've been in the banking industry for almost 3 years with a modest (low-30,000) income. Prior to that, I was in the service 436 industry, driving for Domino's and an assistant manager at Arby's. Having started a career that I enjoy and now having roots firmly planted in Bozeman, I would like to increase my involvement in the community to help make it a better place. In the past, I was a volunteer with KGLT and am a supporter of MSU and Bobcat Athletics. I would like to be actively involved in the future of Bozeman and the many challenges we face with our rapid growth. Reference 1 *: Jennifer Heber 406-586-2309 jheber@oppbank.com Are you willing to comply with all ethics training requirements?: yes Reference 2 *: Jeff Krogstad 406-223-8262 jeff@krogstadcreative.com Other Info: I would be willing to serve on any citizen board where I may be qualified. Thank you for your consideration. How did you hear about us?: bozeman.net Are You Human?: 846948 437 From:Brenda Sweeney To:Agenda Subject:CAB Application - B. Anderson - CAHAB Date:Tuesday, August 22, 2017 9:26:33 AM From: webadmin@bozeman.net [mailto:webadmin@bozeman.net] Sent: Monday, August 21, 2017 4:50 PM To: Agenda <agenda@BOZEMAN.NET> Subject: Citizen Advisory Board Application A new entry to a form/survey has been submitted. Form Name:Citizen Advisory Board Application Date & Time:08/21/2017 4:49 PM Response #:6 Submitter ID:1841 IP address:12.169.164.5 Time to complete:51 min. , 10 sec. Survey Details Page 1 Thank you for applying for a Citizen Advisory Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the process of decision-making. If you are applying for more than one vacancy please submit an individual application for each vacancy. Questions about this process can be directed to the City Clerk's office or phone 406-582-2320. Applicant Information First Name Brooke Last Name Anderson Physical Address 2714 Fen Way Unit B PO Box (if different from physical address) Not answered City Bozeman State Montana Zip Code 59718 Primary Phone (605) 390-2811 Additional Phone (406) 556-3816 Current Occupation Real Estate Lender Employer Big Sky Western Bank Email banderson@bigskybank.com 438 Which position are you applying for? (○) Community Affordable Housing Advisory Board (CAHAB) Do You Live in the City Limits? (Some positions do require you live within Bozeman city limits while others do not.) (○) Yes How long have you lived in the Bozeman Area? (○) 6-10 years Have you ever served on a City or County Board or Commission? (○) No Please explain your relevant qualifications, interests and experiences: I am applying for the position on the CAHAB board having recently taken over the Mortgage Lending position at Big Sky Western Bank from Sharon Southard. Sharon's passion and dedication to community development, first time homebuyers, and affordable housing is something that I very much value and hope to carry forward in her absence. I have been with Big Sky Western Bank since 2010, as on operations manager for the first 4 years, and the last 3 have been dedicated to processing all types of loan files and most recently as a Mortgage Lender. I work daily with first time home-buyers, the HRDC, Rural Development, and FHA. I actively participate in many community programs such as Habitat for Humanity, the Community Café, and the Special Olympics. In my spare time I love to bike, hike, snowmobile, and hunt with my Brittany Spaniel and enjoy the beautiful area we live in. Having studied police science and interning in Washington D.C. for Senator John Thune, I think I can bring knowledge and understanding of both the lending side of affordable housing as well as the legislative side. I am passionate about growing and helping out my local community, and think I would be a great fit for the board. References: Please provide name, phone, and email contact information for two references. Reference 1 Sharon Southard Former CAHAB board member, Lender US Bank Sharon.southard@usbank.com 307-673-1634 Reference 2 Ivanka Asaulyuk Oracle- Account Management ivanka.asaulyuk@oracle.com 406-600-6627 439 The Bozeman City Charter, voted in by the citizens of Bozeman in 2008, requires yearly ethics training. If appointed, do you understand you will be expected to take online and in person ethics trainings? (○) Yes How did you hear about this board or vacancy? Sharon Southard- Former Member Is there any other information that you feel we need to know? See Above. If you have a disability that requires assistance or need accommodations, please contact our Interim ADA Coordinator, Chuck Winn, at 582-2307 (TDD 582-2301). Please note that for most Citizen Advisory Boards, materials are distributed electronically for each meeting. Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which are electronically archived and available to the public. Thank you, City Of Bozeman This is an automated message generated by the Vision Content Management System™. Please do not reply directly to this email. 440 From:kara.baldwin.mt@gmail.com To:Agenda Subject:Citizen Advisory Board Application Submittal Date:Sunday, February 26, 2017 12:06:01 PM AdvisoryBoardApplicationID: 398 Form inserted: 2/26/2017 12:02:39 PM Form updated: 2/26/2017 12:02:39 PM Name: Kara Last Name: Baldwin Physical Address *: 17 W Lamme St #103 P.O Box: City*: Bozeman State*: Montana Zip Code*: 59715 Primary Phone *: (406) 600-3825 Additional Phone: Email *: kara.baldwin.mt@gmail.com Your current occupation *: Housekeeper Employer *: Mountain Maids How long have you lived in the Bozeman Area? *: >10 yr Which position are you applying for? *: Community Affordable Housing Advisory Board City Limits *: yes Have you ever served on a City or County Board or Commission? *: no If so, how long?: If so, where ?: Please explain your relevant qualifications, interests and experiences. *: I am a graduate student in MSU's School of Architecture who has recently completed my thesis on affordablehousing in Bozeman after years of interest in Bozeman's housing situation. My months of 441 research delved into solutions and mindsets from around the United States and the globe withvarying degrees of success or characteristics translatable to Bozeman. In addition, during the fall semester I took part in the School of Architecture's course that developed the smallshelters for Bozeman's chronically homeless population. Not only did we explore what other places around the country are doing, we reinterpreted that model to fit what may work best inBozeman and took part in the community open house. My 2014/15 AmeriCorps service in West Virginia between my undergraduate graduation and the start of my graduate studiesserved to increase my interest in affordable housing and expand my understanding of what housing means in different places and situations. I have traveled somewhat extensively aroundSouth American and not only researched but have visited and seen the way many of those countries deal with affordable housing, with both positive and negative results, and the effectsof those various choices on the character of those places. Reference 1 *: Ralph Johnson 406 994.4650 ralphj@montana.edu Are you willing to comply with all ethics training requirements?: yes Reference 2 *: Bill Clinton 406 994.4402 wclinton@montana.edu Other Info: How did you hear about us?: through the board and this website Are You Human?: 757795 442 From:amyference@outlook.com To:Agenda Subject:Citizen Advisory Board Application Submittal Date:Monday, October 03, 2016 11:06:08 AM AdvisoryBoardApplicationID: 339 Form inserted: 10/3/2016 11:00:35 AM Form updated: 10/3/2016 11:00:35 AM Name: Amy Last Name: Ference Physical Address *: 410 N Willson Ave P.O Box: City*: Bozeman State*: Montana Zip Code*: 59715 Primary Phone *: (406) 600-1560 Additional Phone: Email *: amyference@outlook.com Your current occupation *: Realtor® Employer *: Self/Keller Williams Montana Realty How long have you lived in the Bozeman Area? *: >10 yr Which position are you applying for? *: Community Affordable Housing Advisory Board City Limits *: yes Have you ever served on a City or County Board or Commission? *: no If so, how long?: If so, where ?: Please explain your relevant qualifications, interests and experiences. *: As a newly-licensed REALTOR® in Bozeman, a lot of my time is spent reaching out to my network, largely madeup of Millennials and people who moved to Bozeman for the quality of life but are considering 443 moving away because their wages have remained largely stagnant even as housing costs haveskyrocketed. These are people who add value to this community and who deeply care about contributing to the unique culture of Bozeman. We have an incredible community, but it is atrisk if the workforce can no longer live within the city and instead would have to make increasingly longer commutes, adding to the likelihood that our beautiful valley will one daybe plagued by the same smog that degrades the air in larger cities, such as Salt Lake City. I began regularly sitting in on board meetings at the time I received my real estate sales license.As such, I know the complexity of the issues at hand and understand the importance of having a robust board participating in these discussions. I don't propose to have all the right answersmyself, but I do guarantee that I will ask the right questions to ensure that recommendations made by the board have been fully vetted and well thought-out, and that affordable housingplanning continues to take a holistic view to make the largest impact on this pressing issue. Reference 1 *: Wayne Mortimer, (406) 582-7994, w_mortimer@yahoo.com Are you willing to comply with all ethics training requirements?: yes Reference 2 *: Pat Shampeny, (406) 580-3639, pshamp@gmail.com Other Info: How did you hear about us?: Regularly attend, in checking for the minutes saw the vacancy posted Are You Human?: 061912 444 AdvisoryBoardApplicationID: 402 Form inserted: 3/10/2017 2:55:01 PM Form updated: 3/10/2017 2:55:01 PM Name: Anders Last Name: Lewendal Physical Address *: 618 N. Black Ave P.O Box: City*: Bozeman State*: Montana Zip Code*: 59715 Primary Phone *: (406) 580-5804 Additional Phone: Email *: anders@lewendal.com Your current occupation *: builder/developer Employer *: self How long have you lived in the Bozeman Area? *: >10 yr Which position are you applying for? *: Community Affordable Housing Advisory Board City Limits *: yes Have you ever served on a City or County Board or Commission? *: yes If so, how long?: six years 6/17 If so, where ?: EDC/CAHAB Please explain your relevant qualifications, interests and experiences. *: I am a current member of CAHAB and would like to continue supporting its efforts to create more affordable housing in our community. Since 1991 I have build over 150 residences in Bozeman. As a member of SWMBIA, I hope to continue our collaboration with our community development department 445 and city commissioners in supporting efforts to create safe, efficient, and affordable shelter in Bozeman. Reference 1 *: Chris Mehl Carson Taylor Jeff Krauss Brian LaMeres Iho Pomeroy Mayana Rice Are you willing to comply with all ethics training requirements?: yes Reference 2 *: 587-2356 Other Info: How did you hear about us?: current member Are You Human?: 028532 446 From:Brenda Sweeney To:Agenda Subject:CAB Application - G. Stratton - CAHAB Date:Tuesday, August 22, 2017 4:30:37 PM A new entry to a form/survey has been submitted. Form Name:Citizen Advisory Board Application Date & Time:08/14/2017 1:38 PM Response #:5 Submitter ID:1766 IP address:69.145.54.216 Time to complete:48 min. , 52 sec. Survey Details Page 1 Thank you for applying for a Citizen Advisory Board. The City of Bozeman elected officials and staff believe in the value of public participation and local governance in the process of decision-making. If you are applying for more than one vacancy please submit an individual application for each vacancy. Questions about this process can be directed to the City Clerk's office or phone 406-582-2320. Applicant Information First Name Greg Last Name Stratton Physical Address 2880 Technology Blvd. West, Suite 271 PO Box (if different from physical address) Not answered City Bozeman State Montana Zip Code 59718 Primary Phone (406) 599-5603 Additional Phone Not answered Current Occupation Developer, Builder, Consultant Employer Kilday & Stratton, Inc. Email greg@kildaystratton.com Which position are you applying for? (○) Community Affordable Housing Advisory Board (CAHAB) Do You Live in the City Limits? (Some positions do require you live within Bozeman city limits while others do not.) (○) No 447 How long have you lived in the Bozeman Area? (○) 11 years or more Have you ever served on a City or County Board or Commission? (○) No Please explain your relevant qualifications, interests and experiences: As a developer and builder in Bozeman we have in interest in the Bozeman Real Estate Market and providing a variety of housing products within that market. We see an opportunity to expand the Bozeman Market with unique products and marketing strategies. In order for the Bozeman Real Estate market to remain healthy we feel there needs to be a reasonable entry level product. References: Please provide name, phone, and email contact information for two references. Reference 1 James Nickelson, 406-587-0721, jnickelson@m-m.net Reference 2 Rob Pertzborn, 406-582-8988, rpertzborn@intrinsikarchitecture.com The Bozeman City Charter, voted in by the citizens of Bozeman in 2008, requires yearly ethics training. If appointed, do you understand you will be expected to take online and in person ethics trainings? (○) Yes How did you hear about this board or vacancy? Carson Taylor Is there any other information that you feel we need to know? Not answered If you have a disability that requires assistance or need accommodations, please contact our Interim ADA Coordinator, Chuck Winn, at 582-2307 (TDD 582-2301). Please note that for most Citizen Advisory Boards, materials are distributed electronically for each meeting. Your application and all information submitted is considered a public record. All applications are included in the City Commission’s Meeting materials for consideration which are electronically archived and available to the public. Thank you, City Of Bozeman This is an automated message generated by the Vision Content Management System™. Please do not reply directly to this email. 448 From:kpthane@gmail.com To:Agenda Subject:Citizen Advisory Board Application Submittal Date:Thursday, April 06, 2017 2:42:03 PM AdvisoryBoardApplicationID: 406 Form inserted: 4/6/2017 2:41:05 PM Form updated: 4/6/2017 2:41:05 PM Name: Kevin Last Name: Thane Physical Address *: 3432 S 29th Ave P.O Box: City*: Bozeman State*: Montana Zip Code*: 59718 Primary Phone *: (406) 587-7534 Additional Phone: Email *: kpthane@gmail.com Your current occupation *: Retired Employer *: none How long have you lived in the Bozeman Area? *: >10 yr Which position are you applying for? *: Community Affordable Housing Advisory Board City Limits *: yes Have you ever served on a City or County Board or Commission? *: yes If so, how long?: 3 years If so, where ?: Bozeman Please explain your relevant qualifications, interests and experiences. *: I have server on the Community Affordable Housing Advisory Board for the past 3 years and am currently servingmy second term as vice chair. I currently represent the Greater Gallatin Homeless Action 449 Coalition, a group of approximately 20 agencies serving the needs of the under privileged ofGallatin County. I am president elect of the Family Promise Board which serves homeless families in the area. In the past I have served on and held leadership positions in numerousorganizations. Reference 1 *: Brian LaMeres, Chair Community Affordable Housing Advisory Board (406)582-2335 blameres@bozeman.net Are you willing to comply with all ethics training requirements?: yes Reference 2 *: J David Magistrelli, Executive Director Habitat for Humanity of GallatinValley jdavid@habitatbozeman.org (406)388-8225 Other Info: How did you hear about us?: Currently Serving Are You Human?: 552533 450