HomeMy WebLinkAbout02/23/2010WURFIA
WHEAT RIDGE HOUSING AUTHORITY
AGENDA
February 23, 2010
CITY COUNCIL CHAMBERS
4:00 P.M.
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Ridge. Call Heather Geyer, Public Information Officer at 303-235-2826 at least one week in advance of a meeting
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A. Call Meeting to Order
B. Roll Call
C. Approval of the Minutes: January 26, 2010
D. Officers Reports
E. Public Forum
F. New Business
1. Strategic Planning - Interviews
G. Unfinished Business
J. Other
K. Adjournment
VVRHA
WHEAT RIDGE HOUSING AUTHORITY
MINUTES
January 26, 2010
1
CALL MEETING TO ORDER
The meeting was called to order by Chair Brungarct at
Council Chambers of the Wheat Ridge Municipal Buil
Avenue, Wheat Ridge, Colorado.
in the Ci 6
West 29`
2.
ROLL CALL
Authority members present:
Joseph
Kathy
3.
4.
5.
6.
Others present: Sally Payne; Deputy Director
Larry Nelson, Cornerstone Realty
$eltyVlaybin, Cornerstone Realty
DiclMathews, Accountant
Kathy Field, Admin. Assistant
27, 2009
It was moved by Janice Thompson and seconded by Kathy Nuanes to
approve the minutes of October 27, 2009 as presented. The motion carried
4-0 with Jaseph D6Mott abstaining.
OFFICERS'REPORTS
There were no officers reports
PUBLIC FORUM
There were no individuals present to address the Authority.
NEW BUSINESS
A. Resolution 01-2010, Presentation & Approval of 2010 Budget
Housing Authority Minutes - 1 - January 26, 2010
Dick Matthews reviewed the proposed Housing Authority budget for
2010.
Following discussion by the Authority, it was moved by Kathy Nuanes
and seconded by Katie Vanderveen to approve Resolution No. 01-
2010, a resolution enacting a budget and appropriation for the year
2010. The motion passed unanimously.
B. Resolution 02-2010, Establishing a designated public place for the
posting of meeting notices as required by the Colorado Open Meetings
Law _
Pursuant to legislative amendments to the Colorado Open Meetings Law,
Section 24-6-402(2)(c), the Wheat Ridge Housing Authority is to
designate at its first meeting of each calendar year apublic place for the
posting of notices for meeting. This resoluti6n identifies the lobby of the
Municipal Building and the City's, website as the designated lace for
posting meeting notices.
It was moved by Katie Vanderveen and"seconded by Janice
Thompson to approve, Resolution 02-201-0,--_-establishing a designated
public place for posting meeting notices as required by the Colorado
Open Meetings Law. The motion, passed unanimously.
C. Authorization to hire Swanhorst & Company to perform Audit
It was moved by Kathy Nuanes and seconded by Katie Vanderveen to
authorize Swanhorst and Company to perform the annual Housing
Authority, audit with a-.cost not to exceed $5,000. The motion passed
Rehab
At the last meeting, a decision was made to enter into an agreement with
Eric Stevens,and Value-builders; however an agreement was never
formulated.because there are no Authority projects to work on at this time.
Mr Stewns is no longer with Value-builders but is continuing to work on
his o* There was discussion as to whether or not the Housing Authority
should now enter into an agreement with Eric Stevens.
There was consensus to direct Sally Payne to work out an agreement with
Eric Stevens to serve as the Authority's rehab partner and bring it back to
the next meeting for approval.
E. Strategic Planning Session
The possibility of a strategic planning session relating to the Housing
Authority's vision, goals, and strategies as they relate to today's economic
Housing Authority Minutes -2- January 26, 2010
conditions was discussed. Chair Brungardt distributed copies of the
Authority's vision and mission statement.
Sally Payne reported that she asked the State Division of Housing for
suggestions of individuals who could serve as a facilitator for a strategic
planning session. As a result, she talked with Community Strategies
Institute headed up by Tom Hart, past director of the Colorado Division
of Housing. He lives in Wheat Ridge and his firm specializes in working
with nonprofit groups, housing authorities, etc. The other suggestion was
Joe Gonzalez whose background is in mediation and facilitation for
housing groups. It was decided to invite these
presentation to the Authority before making a
There were suggestions to invite other
session to include Eric Stevens, repres
departments, private development invf
F. Election of Officers
It was moved by Janice Thompson and
that Cheryl Brungardt continue to sere`
Authority and Katie Vanderveen serve
motion passed unanimously. - ,
7.
8.
UNFINISHED
to give a
the strategic planning
affected city
nded by Kathy Nuanes
Chair of the Housing
ice chair for 2010. The
Larry Nelson reviewed the history of the West 41" Avenue properties for the new
member of the Authority<-'He reported that-the market indicates the units are
over-priced by ab6ut.$10,000 -,pue to regulations on funds received from
Jefferson Cqunty, they is also aten=year resale restriction on the properties which
has inhibited sales. Consolidated Mutual Water has declined to consider a party-
wall agreement which prohibits FHA financing so buyers would need to use
conventional financing. The Authority's attorney is contacting the water
company one more tune to see if they will reconsider the party-wall agreement.
Flood insurance is also required on the units.
In an effort 61znove these properties, Mr. Nelson suggested that the price be
lowered and, further, that the Housing Authority consider financing the
properties. Cornerstone Realty could service the loans without extra charge.
Following extensive discussion, it was moved by Katie Vanderveen and
seconded by Kathy Nuanes to authorize Cornerstone Realty to reduce the
price on the West 41" Avenue properties to $129,900 for 9690 and $133,900
for 9710. In addition, the Housing Authority agrees to provide permanent
financing to eligible buyers and to pay 50 percent of the flood insurance
premium for a 5-year period. The motion passed unanimously.
OTHER
Housing Authority Minutes -3- January 26, 2010
Joseph DeMott asked if there was a way the Housing Authority could be involved
in addressing a solution to several properties on Chase Street that experience
flooding during every rainstorm. It was decided that this subject could be brought
up during the strategic planning session.
9. ADJOURNMENT
It was moved by Kathy Nuanes and seconded by Joseph DeMott to adjourn
the meeting at 5:42 p.m. The motion passed unanimously.
Cheryl Brungardt, Chair
Housing Authority Minutes -4- January 26, 2010
WRHA
W h e a t R i d g e H o u s i n g A u t h o r i t y
7 5 0 0 W. 2 9 1 h A v e.
Wheat Ridge, CO 8 0 0 3 3
Mission
The mission of the Wheat Ridge Housing Authority (HA) is to increase home ownership
and neighborhood and community pride in Wheat Ridge. The HA typically purchases
rental property and rehabs it to decent, safe and sanitary conditions. The HA then
converts the property from a rental to an affordable unit for home ownership. The typical
property will be a multi-family site and the units will be converted to condominiums or
townhomes.
Buyers of HA properties are generally first time home buyers. Often CDBG or HOME
funds are used to purchase properties meaning that income limits may apply on certain
projects. Buyers must have a minimum of $1,000 or 1% of the purchase price of their
own funds to invest in the transaction and they must attend a first time home buyers class.
The WRHA Goals are:
• Acquire rental properties and convert them to owner-occupied units
• Increase pride through ownership
• Decrease blight of low-maintained residences
• Prioritize acquisition of multi-family units to convert to home ownership
• Become a community resource for housing funding and other housing needs
• Maintain and increase property values in Wheat Ridge
• To become a self-sustaining agency
Backeround
The City of Wheat Ridge has had a rental rate of approximately 50% in recent years. The
HA was created in 2001 in an effort to help increase the home ownership rate and provide
decent, affordable housing in the City. In addition, to address deteriorated neighborhood
conditions that sometimes are associated with rental units. The HA has rehabbed 38
properties for home ownership.
Initially the HA partnered with the Jefferson County Housing Authority (JCHA). JCHA
provided the rehab services to rehab units the HA would purchase. Approximately 2
years ago, the JCHA terminated the partnership with the HA. They since have worked
with an individual contractor on the rehab of properties. They partner with Cornerstone
Realty for their real estate services.
The HA is made up of a five member Board with one member a City Council
representative. They meet on a monthly basis.
The HA currently has a budget of approximately one million dollars
Reason for strategic planning
The HA has been in existence for nine years. In that time many properties have been
rehabbed and turned over to home ownership. While initially the HA purchased multi-
unit properties, recently the HA has focused on duplexes. Currently, the HA does not
have any properties being rehabbed.
The HA has not undertaken a strategic planning session since they were formed in 2001.
Since the HA is currently between projects, and has two relatively new members, this
seemed like a good time to revisit their mission and goals. There are no problems per se
that the HA is trying to address. The purpose of the strategic planning would be to look
at the HA's current mission and goals and determine if the Board would like to consider
other areas to focus on. Along with this would be reviewing the role and responsibilities
of Board members.
Anticipated Outcomes
The anticipated outcome of the strategic planning session would be an updated, if needed,
mission and goals for the Board. It would also be clarification of any questions regarding
the role and responsibilities of the Board and individual Board members. Depending on
the revisited mission, possibly the identification of new projects or new areas of focus for
the HA.
Budget
The HA has budgeted up to $1500.00 for the strategic planning session.
WHEAT RIDGE HOUSING AUTHORITY
STRATEGIC PLANNING SESSION
Consultant Interview Questions
1. Based on the information provided about the Housing Authority, how
would you proceed with developing a strategic planning process?
2. What are your areas of expertise?
3. What experience do you have working with non-profits?
4. What is your experience and background working in affordable housing
and with affordable housing agencies?
5. What does a typical strategic planning process look like with you?
6. What are your expectations of the board in this process? What can we
expect from you?
7. Would we receive a report from you?
8. What is your fee structure? Is it hourly or lump sum and what is included?
Based on the Housing Authority budget, explain what you would propose
for a planning session.
9. What is your project workload at present? When would you be able to
schedule this project?
Community Strategies Institute
CST Home
CSS services
CS1 Directors
CS% Associates
CSZ Projects
Client List
Why are We
Different?
Contact Us
Tom Hart
Director
303.9002.9028
i4 m h_a rw C S i I cract o,q.~g
Community Strategies Institute
P.O. Box 140387
Edgewater; CO 80214
Located at the foot of the Rocky
Mountains, the Community
Strategies Institute was created to
provide fiscal and economic
analysis; education and training;
and research to a variety of public
and private entities and individuals
to better understand and improve
the economic and social factors
driving affordable housing
development, housing conditions,
mobility of low-income populations
and creation of public policy.
Jennie Rodgers
Director
303.668.2534
,ennic@--scolgrado.crg.
Gommo~:y Shataies ~nstitoL, 2t':G9
Mission
C52 Nance
cEo' services
Cal Directors
CSS Associates
Cal p ra3ects
Client List
Why are We
Different,
Contact Us
Community Strategies Institute Range of Services
Local Program Development
CSI has developed programs and puns
at the agency, local government, and
state level and can help your agency
develop programs that ft the needs of
your clients. Lot us help your
organization develop a strategic plan;
design orgae zational strategies, create
specific programs or identify and apply
for program funding. CSI can also help
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dentfy local priorities and develop
strategies to work :within your
community on housing and service
solutii-rts.
CSI has recently developed a tool for
local and state governments that allows
agencies to estirate the cost of local
housing strategies. ?his tool can be
se' le help any housing financing
agency estimate agency and other costs
and help drive strategic planning
efforts, Contact to find out more about
lrw you can use this tool
Housing Needs Assessment, Market Studies, and
Publications
CSI has produced housa g
reports including The Road Horne:
Dottver's 10 Year Plan to End
Homclessnc-ss, portions of the
upcoming Denver Housing Plan, new
reports on ho~njong needs for the
Co oiade Division or Housing (2007),
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Mexico and Yltyoinmg. Let us profile
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needs.
Project Finance and Development
CSI can ens-.ire your project s success. Our ser..ices include pm orrra and projeca
a cclevclopment work, funding application preparation and grant tracking. We have
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finance solutions that help our clients find the financing to get their, deals done. Our
funding program expertise extends to the HOME, CDBG, NSP, FHLBB and other
.resources.
CSI has developed grant and funding request review, processes and documents for
iocai and state governments, including funding applications, formal review
processes. project tracking databases, underwriting spreadsheets, review obecklists
and loan cornriittee presentation write-ups. CSI can create these documents to
meet all HUD or other funding resource standards and criteria CSI can also help
.coal and state governments design programs far the new HUD Neighborhood
Stabilization program.
State and local governments, housing
autnoritfas and nonprofits can benefit
from good data. We have created some
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today. Former projects include data
analysis on housing needs in Colorado,
New Mexico and Wyoming. CSI has
created models that estimate the cost of
various housing strategies, housing
need models for growing communities,
and statewide housing need models.
CSI directors have over 50 years of
combined experience in housing
development government policy,
finance and training. We are able to
design training specifically to your
audience, or offer basic hands on
training designed to teacY:. ho~JSMO
professionals about the development
process, finance and regulatory reform.
We are available to give one on one
training to your staff on housing or
development related issues. CSI has
designed large group training events,
seminars, one-on-one traonings and
agency-,.vide training.
Housing and Community Development Policy
Good policy and benchmarks for
success are important to move issues
such as affordable housing to the
tarefront, We are expel in
performance measurement, legislative
initlatives, and state and local policy
making. We can help your state or local
agencywrite strategic plans,
Consolidated Plans and Analysis of
Research
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hm ed.m mts, _ p romance goals
Introduce new cc, or slate policy, and
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CS! Honnc
csi ssarvices
CSZ Directors
CSz" Arasoci heel
csZ t rojeck,
Client Lict
Why are we
Dhrfere:nt'
Contact Community Strategies Institute Directors and
Associates
Our team has diverse background in housing development, finance,
policy, planning,demographics. and research. Directors and
Associates include:
Tom Hart, Director
formerly Director of tare Colorado Division: of Hoef;i g, Mr. I-i<::r•. developed ;grog rants
and plans resulting in the lamest production increase of affc,tuable heusin9 units in
the State's fristory. Mr, Hart is a 1972 graduate of the University of Colorado with a
maux in English. Over the years Hart. has pursued graduate stud,es in
management, ccnstruotion trai and rea' estate finance, With nearly 30 years
experience in the housing industry, he has waked as government official, rear
estate t:roker, educator, property rnan2iger, consultant and general partner In real
estato investment Poor ersNols.
Jennie Rodgers, Director
Me, Rodgers Isis 20 years experience in the arena of affordable housing snance
and devs epmern. She has worked in the nonprofit private and government sectors
on a broad range of urban and rural housing initiatives. Starting her career by
developing a homeless shelter and homeless services Is DUra p, Colorado, Nis.
Rodgers moved an ro a housing consonancy firm, an urban nonprofit, and finally the
State of Colorado Division of Housing, For 11 years, she brspcd'ocal agencies and
governments ro l.dentify housing needs, aerate loca; servv;es, develop real estate
and establish nonprofit agencies.
Shat< s ,dote. 2099
GONZALES Et ASSOCIATES
Mr. Joe Gonzales is a mediator, trainer and facilitator. He designs and facilitates
strategic planning processes that define collaborative solutions. He works extensively
with communities and organizations experiencing the difficulties of reorganization and
change.
He is a Management Consultant with NeighborWorks America's Rocky Mountain District;
a Senior Staff Associate with CDR Associates in Boulder, Colorado; a Senior Consultant
with Generon Consultants, Boston; a trainer and facilitator with the CU at Denver's
Center for Public/Private Sector Cooperation; a Senior Consultant with Enterprise
Foundation, the Rural Community Assistance Corporation, Mercy Housing Inc., Colorado
Trust; and Senior Corporate Trainer with Anderson-davis, Inc.
He has a B.A. in Social Psychology from the University of California at Santa Cruz; was
trained as a trainer in Facilitation and Group Dynamics by David Sibbett Et Associates;
Training for Trainers by NeighborWorks America; Advanced Mediation, Facilitation and
International Cross-Cultural Negotiation skills by CDR Associates; Cultural Diversity
Training for Trainers by J. Howard Et Associates and Workplaces that Work, Inc.; and,
Sexual/Workplace Harassment and EEO Policies by Anderson-davis, Inc.
He provides ongoing technical support to a Network of 240 nonprofit organizations;
consults with both for and nonprofit organizations. Services range from specifically
developed training's; strategic planning processes to develop group alignment; and,
general mediation or intervention strategies for organizational or community disputes.
He has provided training in many areas especially those that support strong community
partnerships. Courses include Conflict Management Et Dispute Resolution; Leadership
Transition Et Board Succession Planning; Building Community Partnerships; and,
Nonprofit Board Governance.
Contact: iaQonzales@aol.com
303-320-1352