HomeMy WebLinkAboutH.1 - Jan. 13th UpdateAPPENDIX A:
Many of the actions identified in the Community Housing Action Plan are already being worked
on by City staff and/or community partners. The table below is an attempt to communicate these
efforts. Items left blank are not currently in staffs work plan and, if adopted, would be new or
additional efforts moving forward.
I have marked actions that have more than trivial financial ramifications with a dollar sign ($).
One dollar sign would be a minor cost and three dollar signs indicate a fairly expensive
proposition.
I have noted items that require legal review by a simple (Legal) in the comments.
Action Strategy Actions Proposed In The Plan Staff Response
1 General Funds
An annual or occasional
budget allocation primarily
to support staffing, pre-
development and gap
financing for community
housing.
1 Maintain in the short-term until
broad-based, reliable funding
source is secured.
1 3 mil.'s slated for FY21
Budget.
2 Establish allocation criteria to
inform use of the City’s
Affordable Housing Fund.
2 Staff is currently working on
this and will involve CAHAB.
(Legal)
2 Tax Increment Financing
(TIF)
Allows a local government or
redevelopment authority to
generate revenues for
properties targeted for
improvement. As
improvements are made
within the district, and as
property values increase, the
incremental increases in
property tax revenue are
earmarked for a fund.
Expenditures of TIF-
generated revenues are
subject to certain
restrictions and must be
spent within the district.
1 Use of TIF to support
community housing needs to
be explored at the local and
state levels.
1 CD and ED Staff are discussing
the implications and
parameters of this action.
(Legal)
2 Downtown is considering the
use of TIF to incentivize ADUs
and 1-bedroom units and/or
units that have long-term
affordability assurances.
2 The DBID has released a draft
program. Staff and CAHAB are
commenting.
3 Community Land Trust
Community nonprofit owns
land, develops housing and
provides long-term
stewardship for permanent
affordability through long-
term ground leases.
Typically, single family or
townhomes for moderate
and middle-income
households.
1 Consider establishing a
Community Land Trust (CLT)
organization that has the
capability to take on
management responsibilities of
permanent restrictions.
1 HRDC in cooperation with the
Trust for Public Lands are
currently exploring this
option. Other partners within
the state esist and
conversations are ongoing.
(Legal)
2 Coordinate with existing
housing providers with CLT
homes to increase efficacy and
avoid redundancy.
2 Discussion with potential
program partners are
ongoing.
Action Strategy Actions Proposed In The Plan Staff Response
4 Deed Restricted Housing
(Permanent)
Dwelling units permanently
restricted by occupancy
(local employee/resident),
income level, and with
rent/resale restrictions to
retain affordability in rising
and high cost housing
markets.
1 Transition to a permanent
restriction when publicly
subsidized community housing
units are created.
1 (Legal)
2 Align with other policies: fee
waivers and incentives.
2 (Legal)
3 Create a permanent deed
restriction that balances long-
term affordability with wealth
creation.
3 (Legal)
4 Structure the eligibility and
occupancy criteria to ensure
“fairness.”
4 (Legal)
5 Increase management capacity
- begin by evaluating existing
capacity, considering
adjustments, and/or
establishing a new entity, such
as a Housing Authority or
Community Land Trust.
5 $$$ (Legal)
6 Emphasize customer service,
such as one point of contact.
6
5 Inclusionary Zoning
Requires that new
residential subdivisions and
PUD’s include/build homes
that are deed restricted for
community housing.
1 Revisit Affordable Housing
Ordinance: evaluate what has
worked and not.
1 Evaluation is ongoing. The
current ordinance has a
limited scope and is
producing available units.
2 Apply to multi-family
development, as well as single-
family: ownership and rental.
2 This action is mandated
within the City's Strategic
Plan. (Legal)
3 Incorporate incentives along
with housing development
requirement.
3 (Legal)
4 Consider addressing up to
120% AMI for ownership.
4 $$$
5 Require deed restrictions to be
permanent.
5 (Legal)
6 Ensure consistency with other
development codes.
6 This effort is ongoing. (Legal)
6 Public/Private/ Institutional Partnerships
Public/institutional
organizations partnering
with the private sector for
development expertise to
build community housing on
publicly owned site. May be
vacant or under-utilized
land. May also include
institutional properties.
1 Establish criteria to prioritize
site(s).
1 Efforts are in process.
2 Understand partner and site
constraints.
2 Efforts are in process. (Legal)
3 Facilitate partnerships. 3 Efforts are in process.
4 Issue Request for Proposals
with desired community
housing outcomes.
4 Efforts are in process. (Legal)
5 Keep prioritized list for future
housing opportunities.
5 Efforts are in process.
Action Strategy Actions Proposed In The Plan Staff Response
7 Homebuyer Assistance
Down payment assistance of
grants or second mortgages
for qualified buyers. Can be
used for restricted or market
units.
1 Build upon existing program
through the City, HRDC, Habitat
for Humanity.
1 This effort is ongoing.
2 Seek local funding to serve
households up to 120% AMI.
2
3 Community education
program – financial literacy and
assistance options.
3 $
4 Work with employers to assist
employees. Technical
assistance, loan/grant options,
administration, etc.
4 $
8 Permanent Supportive Housing (PSH) and Transitional
PSH pairs housing with
supportive services to
transition chronically
homeless into home
security.
Transitional housing
provides temporary
assistance to bridge the gap
from homelessness to
permanent housing.
1 Inform developers of PSH
incentives/opportunities.
1
2 Identify needs (HRDC). 2
3 Form housing group to
advocate for more state funds.
3
4 Implement FUSE model to
more efficiently and effectively
provide services (HRDC).
4 This effort is ongoing.
9 Fee Waivers / Deferral
Water/sewer, building
permit or other fees waived
in part or whole or deferred
until occupancy/sale to
reduce upfront cost to build.
General funds or other
source need to cover cost if
fees waived or reduced
and/or for the deferral
period.
1 Update Affordable Housing
Ordinance to reflect how fee
waiver is implemented.
1 Efforts are in process. (Legal)
2 Structure fees to incentivize
desired development (e.g.
lower fees for smaller
ownership and for-rent units,
etc.).
2 (Legal)
3 Explore options to cover the
cost of reduced fees – general
fund, tax increment financing
(TIF), etc.
3 $ (Legal)
4 Create an upfront schedule of
all fees for developments –
predictability.
4
5 Ensure homes benefit the
community (deed restricted) if
get reduced fees.
5 (Legal)
Action Strategy Actions Proposed In The Plan Staff Response
10 Co-op Housing
Common ownership and
management of purpose-
built communities. As
related to preserving mobile
home parks, residents form
a corporate entity that
purchases the park, placing
the responsibility of park
maintenance in the hands of
the residents. Residents can
self- organize to purchase or
seek assistance.
NeighborWorks Montana
can provide assistance in
Montana.
1 Explore as a means to preserve
mobile home parks.
1 This tool is currently available.
2 Reach out to NeighborWorks
Montana through HRDC
2
3 Explore how the program
works.
3
4 Verify that it can work in
Bozeman/with Bozeman area
mobile home parks, including
evaluating parks and residents
for interest and feasibility.
4 This tool is currently available.
11 Land Banking
Acquiring land for eventual
community housing
development. Acquisition
may occur through
purchase, trades, life
estates, donation (non-
profits), in-lieu
requirements.
1 Establish criteria to prioritize
sites(s).
1
2 Inventory potential
opportunities.
2
3 Understand constraints. 3 (Legal)
4 Include vacant, underutilized,
redevelopment.
4
12 Employer Assisted Housing
Employers providing housing
support to employees. May
be direct employee support
(help with housing search,
down payment,
rent/mortgage, relocation)
or master
lease/buy/construct units.
1 Need education of and
outreach to employers –
present options and educate on
tools available.
1
2 Hold symposium/education
session. May be led by
Chamber, Prospera, employers
that currently have assisted
housing programs in place, or
another.
2
3 Gauge interest in options from
employers. Use information
from the employer survey from
the Needs Assessment as a
starting point.
3
4 Find leaders to carry forward 4
Action Strategy Actions Proposed In The Plan Staff Response
13 Removal of Regulatory
Barriers
Updating/modifying code
provisions and procedures
that impair community
housing development. For
example, ensuring codes are
consistent, simplifying
applications. Complete code
review and rewrite might be
required.
1 Implement a biannual code
revision process to make it
easier for boards, committees,
development professionals and
the general public to suggest
revisions to address current
and future community housing
needs.
1 This effort is underway
2 Ensure process is predictable,
transparent, useful and that
codes produce what we want.
2 (Legal)
3 Engage third party to edit,
reorganize and reformat the
UDC to be more streamlined,
functional and user friendly.
Remove duplicative language
and inconsistencies.
3 $$$ (Legal)
4 Engage third party to review all
city codes, regulations and
policies to identify disconnects
and recommend methods to
resolve.
4 $$$ (Legal)
5 Explore revisiting Engineering
Design Standards and
Specifications Policy to allow more
compact development standards.
5 $$ (Legal)
6 Explore adding code section for
Moveable Tiny Homes.
Coordinate at the state level.
6 (Legal)
14 Accessory Dwelling Units
(ADU)
An ADU is a second smaller
home sharing a lot with a
single-family or townhome
residence. Some examples
include an apartment over a
garage, a tiny house in the
backyard, or a basement
apartment. Accessory
dwellings that may be
restricted for use by
residents and employees
require compliance
monitoring.
1 Explore removing special use
permit requirement for a
detached ADU in R-1 zone to
allow by-right.
1 This effort is underway and
will be in front of the
Commission for the April
2020 UDC change cycle.
2 The city has taken steps to
decrease the cost of ADUs,
educate the community about
these cost reductions and
explore opportunities for
additional reductions (i.e.
permitting, impact fees,
parking regulations).
2
3 Make pre-engineered ADU
designs available for free – only
a building permit needed to
construct.
3 $
4 Deed-restrict units that receive
an incentive/public break to
build to ensure community
benefit – e.g., require long
term rental, resident/employee
occupancy.
4 (Legal)
Action Strategy Actions Proposed In The Plan Staff Response
15 Low Income Housing Tax Credits (LIHTC)
A federal program that
creates an incentive to
finance rental housing for
households below 60% AMI.
1 Work with the “Complete
Count Committee” to assist
with the 2020 census count. An
“Entitlement Community”, or
city with a population of
50,000, receives increased and
direct tax credit allocations.
1 Efforts are underway.
2 Get Bozeman representation
on the Montana Board of
Housing.
2
3 Align regulations and zoning
with Qualified Census Tracts to
encourage LIHTC development.
3
16 Taxes Dedicated to Housing
Sales, property, lodging,
short-term rental fee, real
estate transfer, excise tax,
vacancy tax, unit demolition
or conversion fees. Voter
approval required in most
states. Revenue stream can
be used for most housing-
related activities. Approval
requires extensive public
education.
1 Pursue either a mill levy or
bond issue.
1 (Legal)
2 Coordinate with a
comprehensive education
campaign.
2
3 Consider citywide Special
District.
3 (Legal)
4 Evaluate what entity should
hold funds collected (City, new
Housing Trust fund, etc.).
4 (Legal)
5 Evaluate who should
administer allocation of funds,
taking into consideration
accountability requirements
with the use public funds.
5 (Legal)
6 Establish allocation criteria that
considers: scoring system,
leverages funds, aligns with
income targets, requires
permanent affordability.
6
17 Commercial Linkage
Requires new commercial
development to provide
housing or pay fees for a
portion of employees
needed to fill the new jobs
generated by the
development.
Nexus study is required to
determine the mitigation
requirement. Fluctuates
with building activity.
1 Conduct Nexus Study to
evaluate the potential impact
of linkage on community
housing and businesses.
1 $$
2 Consider the impact on
business growth and the
impact on the community of
doing nothing (status quo).
2
3 Identify peer communities and
evaluate what has worked and
not worked: learn from others.
3
4 Make it easy for employers to
build housing today if they
want to: e.g. continue to
encourage residential above
commercial or on same lot.
4 All commercial zones
currently allow residential
uses. Inclusion of residential
uses are always encouraged.
Action Strategy Actions Proposed In The Plan Staff Response
18 Pre-Approved PUD / Flexible Development Standards
1 1
2 2
3 3
19 Explore up-zoning opportunities & Strategies
1 1
2 2
3 3