HomeMy WebLinkAbout05/25/2010WHEAT RIDGE HOUSING AUTHORITY
AGENDA
May 25, 2010
CITY COUNCIL CHAMBERS
4:00 P.M.
Individuals with disabilities are encouraged to participate in allpublic meetings sponsored by the City of Wheat
Ridge. Call Heather Geyer, Public Information Officer at 303 - 235 -2826 at least one week in advance of a meeting
ifyou are interested in participating and need inclusion assistance.
A. Call Meeting to Order
B. Roll Call
C. Approval of the Minutes: February 23, 2010
D. Officers Reports
E. Public Forum
F. New Business
1. Presentation & Acceptance of Audit
2. Training Video: Preventing Public Officials' Liability
3. Strategic Planning Report
G. Unfinished Business
J. Other
1. Update on Current & Future Projects
K. Adjournment to June 22, 2010
VVRHA
WHEAT RIDGE HOUSING AUTHORITY
MINUTES
February 23, 2010
1. CALL MEETING TO ORDER
The meeting was called to order by Chair Brungardt at 4:00p,m. in the City
Council Chambers of the Wheat Ridge Municipal Building, 7500 West 29
Avenue, Wheat Ridge, Colorado.
2. ROLL CALL
Authority members present: Cheryl Br6gardt
Y Kathy Nuank�- ,
Housing Authority Minutes - 1 - February 23, 2010
The Housing Authority has not undertaken a strategic planning session since
formation in 2001. The anticipated outcome of the strategic planning sessions
would be an updated (if needed) mission and goals for the Authority. It would
also clarify any questions regarding the role and responsibilities of the Authority
as well as individual members. New projects or new areas of focus may be
identified in the process. Up to $1,500 has been budgeted for the strategic
planning process.
Housing Authority members conducted interviews of twQ prospective consultants
based on a list of predetermined questions.
Tom Hart
Community Strategies Institute
Mr. Hart briefly reviewed his background and responded to the list,of interview
questions. He formerly served as Direct vf the Colorado Division- ofRousing.
He has worked with many housing authorifk s -on complex plans as well as
simpler plans. His institute has diverse background in housing development,
finance, policy, planning, demographics and research. He charges $100/hour for
consulting fees. He estimated a four -hour meeting' With the Authority which
would leave eleven hours for res d,creation of a summary report for the
Authority. He indicated he woul&_be abre to work on this project at almost any
time.
Joe Gonzales :<<
ar
Gonzales & Assoviates
Mr. Gonzales briefly rev background and responded to each of the
mter yew questions He a mediator; "trainer and facilitator. He designs and
facilitates strategic plann processes that define collaborative solutions and has
worked extensivdl with `cotmtinities and organizations experiencing difficulty
`of reorganization and change. He has worked with nonprofits on affordable
housing projects. ff Jl also worked with for -profit organizations. His expertise
is in organization and development as well as large group intervention. He
estimated- - ix- hour'meeting with the Authority. He indicated that $1,500 would
cover his h e idluding the meeting time and preparation of a report. He also
indicated tha_ would be available to work on this project at almost any time.
Following discussion of the interviews, it was moved by Joseph DeMott and
seconded by Katie Vanderveen moved to select Tom Hart as the consultant to
assist the Housing Authority with strategic planning. The motion passed 5 -0.
The following dates will be submitted to Tom Hart to see if they would fit with
his availability:
March 23, 2010 — 2:00 p.m. to 6:00 p.m.
April 13, 2010 — 2:00 p.m. to 6:00 p.m.
Housing Authority Minutes -2- February 23, 2010
7. UNFINISHED BUSINESS
9690 and 9710 West 41 Avenue - Larry Nelson reported on the West 41"
Avenue properties. There have been between 20 and 25 showings during the last
month due to the reduced price and the option of owner - financing. A decision on
a party -wall agreement should be available within a week. If approved, FHA
financing would be available.
8. OTHER
Sally Payne distributed information on the NAHRP Coi rence to be held in
Pueblo. Those interested in attending should cont t Sally Me or Kathy Field.
Cheryl Brungardt suggested submitting one�of#he- Housing Au�'s projects
for a NAHRO award.
9. ADJOURNMENT
It was moved by Janice Thu
adjourn the meeting at 5:40
Cheryl
Housing Authority Minutes -3- February 23, 2010
Swanhorst & Company LLC
8400 E. Crescent Parkway, Suite 600
Greenwood Village, Colorado 80111
We are providing this letter in connection with your audit of the financial statements of the Wheat Ridge Housing
Authority as of December 31, 2009, and for the year then ended for the purpose of expressing opinions as to whether
the basic financial statements present fairly, in all material respects, the financial position of the Authority and the
results of its operations and the cash flows in conformity with accounting principles generally accepted in the United
States of America. We confirm that we are responsible for the fair presentation of the financial statements in
conformity with accounting principles generally accepted in the United States of America. We are also responsible
for adopting sound accounting policies, establishing and maintaining internal control, and preventing and detecting
fraud. We confirm, to the best of our knowledge and belief, the following representations made to you during your
audit.
1. The financial statements referred to above are fairly presented in conformity with accounting principles
generally accepted in the United States of America and include all properly classified funds and other financial
information of the primary government and all component units required by generally accepted accounting
principles to be included in the financial reporting entity.
2. We have made available to you all—
a. Financial records and related data, and all audit or relevant monitoring reports, if any, received from
funding sources.
b. Minutes of the meetings of the Board of Commissioners or summaries of actions ofrecent meetings for
which minutes have not yet been prepared.
There have been no communications from regulatory agencies concerning noncompliance with, or deficiencies
in, financial reporting practices.
4. There are no material transactions that have not been properly recorded in the accounting records underlying
the financial statements.
We believe the effects of the uncorrected financial statement misstatements summarized in the attached
schedule (if applicable) are immaterial, both individually and in the aggregate, to the financial statements taken
as a whole.
6. We acknowledge our responsibility for the design and implementation of programs and controls to prevent and
detect fraud.
7. We have no knowledge of any fraud or suspected fraud affecting the Authority involving—
a. Management,
b. Employees who have significant roles in internal control, or
C. Others where the fraud could have a material effect on the financial statements.
We have no knowledge of any allegations of fraud or suspected fraud affecting the Authority received in
communications from employees, former employees, analysts, regulators, or others.
9. The Authority has no plans or intentions that may materially affect the carrying value or classification of
assets, liabilities, or equity.
10. The following, if any, have been properly recorded or disclosed in the financial statements—
a. Related party transactions, including revenues, expenditures /expenses, loans, transfers, leasing
arrangements, and guarantees, and amounts receivable from or payable to related parties.
b. Guarantees, whether written or oral, under which the Authority is contingently liable.
C. All accounting estimates that could be material to the financial statements, including the key factors and
significant assumptions underlying those estimates. We believe the estimates are reasonable in the
circumstances, consistently applied, and adequately disclosed.
11. We are responsible for compliance with the laws, regulations, and provisions of contracts and grant agreements
applicable to us, including tax and debt limits or contracts; and we have identified and disclosed to you all
laws, regulations and provisions of contracts and grant agreements that we believe have a direct and material
effect on the determination of financial statement amounts, or other financial data significant to the audit,
including legal and contractual provisions for reporting specific activities in separate funds.
12. There are no—
a. Violations or possible violations of budget ordinances, laws and regulations (including those pertaining
to adopting, approving and amending budgets), provisions of contracts and grant agreements, tax or debt
limits, and any related debt covenants whose effects should be considered for disclosure in the financial
statements, or as a basis for recording a loss contingency, or for reporting on noncompliance.
b. Unasserted claims or assessments that our lawyer has advised us are probable of assertion and must be
disclosed in accordance with Financial Accounting Standards Board (FASB) Statement No. 5,
Accounting for Contingencies.
C. Other liabilities or gain or loss contingencies that are required to be accrued or disclosed by FASB
Statement No. 5.
d. Reservations or designations of fund equity that were not properly authorized and approved.
13. The Authority has satisfactory title to all owned assets, and there are no liens or encumbrances on such assets
nor has any asset been pledged as collateral.
14. The Authority has complied with all aspects of contractual agreements that would have a material effect on
the financial statements in the event of noncompliance. This includes complying with any donor requirements.
15. We have identified to you any previous financial audits, attestation agreements, performance audits or other
studies related to the objectives of the audit being undertaken.
16. As part of the audit, you have prepared the draft financial statements and related footnotes. We have
designated a competent management -level individual to oversee your services and have made all management
decisions and performed all management functions. We have reviewed, approved, and accepted responsibility
for the financial statements and related footnotes.
17. The financial statements properly classify all funds and activities.
18. Net asset components (invested in capital assets net of related debt, restricted and unrestricted) and fund
balance reserves and designations are properly classified and, if applicable, approved.
19. Provisions for uncollectible receivables have been properly identified and recorded.
20. Deposits and investment securities are properly classified as to risk, and investment ratings and valuations are
proper.
21. Capital assets, including infrastructure assets, are properly capitalized, reported, and, if applicable, depreciated.
22. Required supplementary information (RSI) is measured and presented within prescribed guidelines.
23. To the best of our knowledge and belief, no events, including instances of noncompliance, have occurred
subsequent to the balance sheet date and through the date of this letter that would require adjustment to or
disclosure in the aforementioned financial statements.
24. We have responded fully and truthfully to all inquiries made to us by.you during your audit.
Signed
Signed
Title Title
WHEAT RIDGE HOUSING AUTHORITY
FINANCIAL STATEMENTS
December 31, 2009
C
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TABLE OF CONTENTS
PAGE
Independent Auditors' Report
Basic Financial Statements
Statement of Net Assets
Statement of Revenues, Expenses and Changes in Net Assets
Statement of Cash Flows
Notes to Financial Statements
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5 -8
Board of Commissioners
Wheat Ridge Housing Authority
Wheat Ridge, Colorado
INDEPENDENT A
We have audited the accompanying basic financial statemejaw'A
the year ended December 31, 2009. These financial statements"
Authority's management. Our responsibility is to express an opim
The prior year comparative information has been deri " o_m the
statements and in our report dated March 24, 2009, ire
statements. .'''
the W4eat Ridge"Housing Authority as of and for
4he responsibility of the Wheat Ridge Housing
o' '' ..these financial statements based on our audit.
Wl` dge Housing Authority's 2008 financial
gd,ah unqualified opinion on the basic financial
We conducted our audit in accordance ffh ad ing star generally accepted in the United States of America.
Those standards require that we plan aA o audi obtain reasonable assurance about whether the financial
statements are free of material misstate me a cludes examining, on a test basis, evidence supporting the
amounts and disclosures in the. tat e ts,, An audit also includes assessing the accounting principles used
and significant estimates mode by man ent`` well as evaluating the overall financial statement presentation.
We believe that our audit a reas ' able basis for our opinion.
The Wheat Ridge Housing Autho' hapiot presented management's discussion and analysis that the Governmental
Accounting Standards Board has de�N Jrmined is necessary to supplement, although not required to be part of, the basic
financial statements.
In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position
of the Wheat Ridge Housing Authority as ofDecember 31, 2009, and the changes in financial position and cash flows
for the year then ended in conformity with accounting principles generally accepted in the United States of America.
February 3, 2010
BASIC FINANCIALSTATEMEIƒS„
\ §/
�
�.
WHEAT RIDGE HOUSING AUTHORITY
STATEMENT OF NET ASSETS
December 31, 2009
ASSETS
Current Assets
Cash
Prepaid Expenses
Loans Receivable
Property Held for Resale
TOTAL ASSETS
LIABILITIES
Current Liabilities
Accounts Payable
TOTAL LIABILITIES
NET ASSETS
Unrestricted
TOTAL LIABILITIES AND NET ASSETS
2009 2008
art��
�s
R,
$ 830,761 $ 479,095
- 10
8,262 8,567
311,556 745,500
$ 1,150,579 $ 1,233,172
$ 3,200 $ 18,113
3,200 18,113
1,147,379 1,215,059
a
1,150,579 $ 1,233,172
The accompanying notes are an integral part of the financial statements.
2
WHEAT RIDGE HOUSING AUTHORITY
STATEMENT OF REVENUES. EXPENSES
AND CHANGES IN NET ASSETS
Year Ended December 31, 2009
OPERATING REVENUES
Sales of Investment Property
Cost of Sales
Rental
TOTAL OPERATING REVENUES
OPERATING EXPENSES
Closing Costs
General and Administrative
Repairs and Maintenance
Utilities
Homeowners Dues
City Reimbursement
Property Acquisition Costs
Unrealized Loss on Property Held for Resale
TOTAL OPERATING EXPENSES
OPERATING LOSS
NONOPERATING REVENUES
Interest Income
Interest Expense
TOTAL NONOPERATING R
CHANGE IN NET ASSETS
NET ASSETS, Beginning
NET ASSETS, Ending
19,926
11,994
23,858
6,337
932
4,258
22,030
147,728
237,063
(246,564)
8,142
10,973
-
(4,542)
8,142
6,431
(67,680)
(240,133)
1,215,059
1,455,192
$ 1,147379 $
1,215,059
The accompanying notes are an integral part of the financial statements.
3
2009 2008
$ 520,500 $ 299,000
(535,500) (309,401)
900
(15,000) (9,501)
36,528
14,383
6,191
'`' 3,470
250
2 a _
,�y w 60,822
(75,822)
WHEAT RIDGE HOUSING AUTHORITY
STATEMENT OF CASH FLOWS
Increase (Decrease) in Cash
Year Ended December 31, 2009
2009
CASH FLOWS FROM OPERATING ACTIVITIES
Proceeds from Sales of Investment Property $ 520,500
Purchase and Rehabilitiation of Investment Property (101,556)
Cash Received from Tenants
Cash Payments to Vendors and Suppliers (75,725)
Net Cash Provided by Operating Activities 343,219
CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES
Loan Repayments from Homeowners 305
Net Cash Provided by Noncapital Financing Activities '°' _ 305
CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES
Loan Principal Payments 4 -
Loan Interest Payments -
N nfl
Net Cash Provided (Used) b Capital and Related Financing Activities u. i' c -
� ) Y aP� g w;,,:
7
CASH FLOWS FROM INVESTING ACTIVITIES
Interest Income . 8,142
Net Cash Provided by Investing Activities �,.Yfi ^;,;,,. 8,142
NET INCREASE (DECK
CASH, Beginning
CASH, Ending
RECONCILIATION OF
NET CASH PROVIDEL
Operating Loss
Adjustments to Reconci
Net Cash Provided by C
Changes in Assets and Liabilities Related to Operations
Prepaid Expenses
Property Held for Resale
Accounts Payable
Accrued Liabilities
Retainage Payable
Net Cash Provided by Operating Activities
351,666
2008
$ 299,000
(100,049)
900
(59,167)
140,684
318
318
(123,000)
(4,542)
(127,542)
10,973
10,973
24,433
479,095 454,662
$ 830,761 $ 479,095
$ (75,822) $ (246,564)
10 340
433,944 380,100
(14,913) 10,834
(3,036)
(990)
$ 343,219 $ 140,684
The accompanying notes are an integral part of the financial statements.
H
WHEAT RIDGE HOUSING AUTHORITY
NOTES TO FINANCIAL STATEMENTS
December 31, 2009
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
The financial statements of the Wheat Ridge Housing Authority (the "Authority") have been
prepared in conformity with generally accepted accounting principles (GAAP) as applied to
governmental entities. The Governmental Accounting Standards Board (GASB) is the accepted
standard - setting body for establishing governmental accounting and financial reporting principles.
Following is a summary of the more significant policies.
Reporting Entity
In accordance with governmental accounting standards, the Authority has considered the possibility
of including additional entities in its financial statements. Jhe definition of the reporting entity is
based primarily on financial accountability. Thethority is financially accountable for
organizations that make up its legal entity. It is alscn „ lly accountable for legally separate
organizations if Authority officials appoint a voti n' ajori v. a organization's governing body
and either it is able to impose its will on that o anization or tl i i a potential for benefits to, or
to impose specific financial burdens on, tl Underit o The Authority may also be financially
accountable for organizations that are fiscally upon it.
Based on the application of this cri t _ he Autho . bes not include additional organizations
within its reporting entity. '� arm
Measurement Focus, Ba.0"I Accounnng, and Financial Statement Presentation
The Authority uses art erp . fund to
ccount for its operations. Enterprise funds are used to
account for operations t e ed and operated in a manner similar to private business
enterprises, wholent .� a governing body is that costs of providing goods or services to the
general pule on a co { ing is be financed or recovered primarily through user charges.
The financiaT� statement ire reported using the economic resources measurement focus and the
accrual basis of Revenues are recorded when earned and expenses are recorded when
the liability is incu , regardless of the timing of related cash flows. Grants and similar items are
recognized as revenue as soon as all eligibility requirements imposed by the provider have been met.
Private - sector standards of accounting and financial reporting issued prior to December 1, 1989,
generally are followed in the financial statements to the extent that those standards do not conflict
with or contradict guidance of the GASB. Governments also have the option of following
subsequent private - sector guidance for their enterprise funds, subject to this same limitation. The
Authority has elected not to follow subsequent private - sector guidance.
Enterprise funds distinguish operating revenues and expenses from nonoperating items. Operating
revenues and expenses generally result from providing services and producing and delivering goods
in connection with the fund's principal ongoing operations. Operating expenses include the cost of
sales and services, administrative expenses, and depreciation on capital assets. All revenues and
expenses not meeting this definition are reported as nonoperating revenues and expenses.
WHEAT RIDGE HOUSING AUTHORITY
NOTES TO FINANCIAL STATEMENTS
December 31, 2009
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued)
Measurement Focus, Basis of Accounting, and Financial Statement Presentation (Continued)
When both restricted and unrestricted resources are available for use, it is the Authority's practice
to use restricted resources first, then unrestricted resources as they are needed.
Property Held For Resale
Property held for resale includes the acquisition and rehabilitation costs of investment property, and
is reported at the lower of cost or market value.
Risk Management
a � k
The Authority is exposed to various risks of loss reed to torts` theft of, damage to, and destruction
of assets; errors and omissions; and natural d is. "' ers. The Auth 3 , carries commercial insurance
for these risks of loss. k� ,
Comparative Data
Comparative data for the prior year h rcorda�ce tt din the accompanying financial statements in
order to provide an understanding of c a Authority's financial position and operations.
However, complete comp a data i with generally accepted accounting principles
has not been presented slice it clusike the financial statements unduly complex and
difficult to read. _ N
NOTE 2:
Budgetary
A budget is adopter the Authority as a management control devise, but is not legally required.
Therefore, budgetary information is not presented in the financial statements.
NOTE 3: DEVELOPMENT PROJECTS
The Authority previously purchased and rehabilitated a condominium complex on Quail Street, a
ten -unit condominium complex know as Carnation Square, an eight -unit townhome complex know
as Parkside, a duplex on Parfet Street, and a duplex on Allison Court.
During 2007, the Authority purchased a duplex on 41" Avenue. The Authority obtained grant
funding and loan financing to purchase and rehabilitate the property. At December 31, 2009, the
property, including rehabilitation costs, was held for resale.
WHEAT RIDGE HOUSING AUTHORITY
NOTES TO FINANCIAL STATEMENTS
December 31, 2009
NOTE 4:
CASH
Deposits
The Colorado Public Deposit Protection Act (PDPA) requires that all local government entities
deposit cash in eligible public depositories. Eligibility is determined by State regulations. Amounts
on deposit in excess of federal insurance levels must be collateralized by eligible collateral as
determined by the PDPA. The PDPA allows the financial institution to create a single collateral pool
for all public funds held. The pool is to be maintained by another institution, or held in trust for all
uninsured public deposits as a group. The market value of the collateral must be at least equal to
102% of the uninsured deposits. At December 31, 2009, the Authority had bank deposits of
$580,873 collateralized with securities held by the fina !K institution's agent but not in the
Authority's name.
Investments
The Authority is required to comply with A„ a statutes which specify investment instruments
meeting defined rating, maturity, custodial �' '� concentration risk criteria in which local
governments may invest, which include the follo
• Obligations of the United States
• Certain international agency sec
• General obligation and nue
• Bankers' acceptanco of c in
• Commercial paper =3
• Written repurchase a A
• Certain mo t
securities
of U.S local government entities
by certain authorized securities
• Loca)f ent in tment pools
Interest Rate Ri t statutes generally limit investments to an original maturity of five years
unless the governin oard authorizes the investment for a period in excess of five years.
Credit Risk - State statutes limit investments to those with specified ratings, as provided by
nationally recognized statistical rating organizations, depending on the investment type.
NOTE 5: LOANS RECEIVABLE
During 2002, the Authority approved a loan, totaling $10,250, to assist a homeowner with closing
costs related to a condominium purchase. The loan requires monthly payments of $50, including
interest at 3.5% per annum, through September, 2012. This loan is secured by the condominium
unit. During 2009, the homeowner paid principal on the loan totaling $305, leaving an outstanding
balance of $8,262 at December 31, 2009.
WHEAT RIDGE HOUSING AUTHORITY
NOTES TO FINANCIAL STATEMENTS
December 31, 2009
NOTE 6:
PROPERTY HELD FOR RESALE
Following is a summary of transactions for the property held for resale for the year ended December
31, 2009.
Balance Balance
12/31/08 Additions Deletions 12/31/09
Acquisition and Rehabilitation
Costs of Investment Property $ 745,500 $ 101,556 $ 535,500 $ 311,556
At December 31, 2009, management determined that the carrying value of property held for resale
exceeded the estimated market value. Accordingly, th ing value has been reduced by
$XXXXX.
NOTE 7: COMMITMENTS AND
Cooperation Agreement
The Authority has entered into an a " nt with th ' of Wheat Ridge for contracted services.
Under the terms of this agreement, th rovde legal, planning, engineering services, etc.,
as deemed necessary by the Authority. eer t v rms of this agreement, the City Manager or his
designee will act as the E ;ve Dire r of the Authority.
Claims and J
The Authori ty�p es ill: er #1 programs that are fully or partially funded by grants received
from other,, overnme enti ° '`s. Expenses financed by grants are subject to audit by the
approp ' tor gov ent. If expenses are disallowed due to noncompliance with grant
program regu .. ' tans, th Authority may be required to reimburse the grantor government. At
December 31, 2 si ificant amounts of grant expenses have not been audited but the Authority
believes that subse nt audits will not have a material effect on the overall financial position of the
Authority.
Tabor Amendment
Colorado voters passed an amendment to the State Constitution, Article X, Section 20, which has
several limitations, including revenue raising, spending abilities, and other specific requirements of
state and local government. The Amendment is complex and subject to judicial interpretation.
Management believes the Authority is exempt from the provisions of the Amendment.
8
February 3, 2010
Board of Commissioners
Wheat Ridge Housing Authority
Wheat Ridge, Colorado
We have audited the financial statements of the Wheat Ridge He
31, 2009, and have issued our report thereon dated February 3,
you with the following information related to our audit. ,
Our Responsibility under Generally Accepted Auditing
As stated in our engagement letter, our responsibility, as!
audit to obtain reasonable, but not absolute, assurance
misstatement and are presented in accorda with gei
designed to provide reasonable, but not q,
all transactions, there is a risk that motet
addition, an audit is not designed to detect
a direct and material effect on t
In planning and performin9ft audit of
basis for designing our auditirigtocedu
not for the purpose of express ing "spin.
do not express an opinion on the
Significant Accounting Policies
Vithori f and for the year ended December
Professions , :dards require that we provide
ILI
Pessional standards, is to plan and perform our
the financial statements are free of material
accounting principles. Because an audit is
�d because we did not perform a detailed examination of
noncompliance may exist and not be detected by us. In
nents or violations of laws or regulations that do not have
financial statements, we considered the Authority's internal control as a
br the purpose of expressing our opinion on the financial statements, but
on the effectiveness of the Authority's internal control. Accordingly, we
ss of the Authority's internal control.
Management has the responsibility for selection and use of appropriate accounting policies. In accordance with the
terms of our engagement letter, we will advise management about the appropriateness of accounting policies and their
application. The significant accounting policies used by Authority are described in Note 1 to the financial statements.
We noted no transactions entered into by the Authority during the year that were both significant and unusual, and of
which, under professional standards, we are required to inform you, or transactions for which there is a lack of
authoritative guidance or consensus.
Issues Discussed Prior to Retention of Independent Auditors
We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with
management each year prior to retention as the Authority's auditors. However, these discussions occurred in the normal
course of our professional relationship and the responses were not a condition to our retention.
Accounting Estimates
Accounting estimates are an integral part of the financial statements prepared by management and are based on
management's current judgements. Certain accounting estimates are particularly sensitive because of their significance
to the financial statements and because of the possibility that future events affecting them may differ significantly from
management's current judgements. We evaluated the key factors and assumptions used to develop the significant
estimates in determining that they are reasonable in relation to the financial statements taken as a whole.
Management determined that its investment properties were recorded at values in excess of current market values. As
a result, the carrying value of the properties was reduced by $XXX,XXX at December 31, 2009,
Significant Audit Adjustments
For purposes of this letter, professional standards define a significant audit adjustment as a proposed correction of the
financial statements that, in our judgment, may not have been detected except through our auditing procedures. We
provided management with a schedule of audit adjustments. An audit adjustment may or may not indicate matters that
could have a significant effect on the Authority's financial reporting process (t44tis, cause future financial statements
to be materially misstated). In our judgment, none of the adjustments proposed, either individually or in the
aggregate, indicate matters that could have a significant effect on the Avid !'s financial reporting process.
Disagreements with Management
For purposes of this letter, professional standards define a dish e,pt ''*ith management as a matter, whether or not
resolved to our satisfaction, concerning a financial accounting, re!" ` g, or auditing matter that could be significant
to the financial statements or the auditors' report. We leased to re that no such disagreements arose during the
„
course of our audit. M1
Consultations with Other Independent Accountants
In some cases, management may decide,, onsu
ith other countants about auditing and accounting matters, similar
to obtaining a "second opinion" on cert i
a consultation involves the application of an accounting
principle to the Authority's financ' eme
r a determination of the type of auditors' opinion that maybe expressed
on those statements, our profe na rds
fe the consulting accountant to check with us to determine that the
consultant has all the relevg0ft
facts. To kno,
edge, there were no such consultations with other accountants.
Difficulties Encountered in Pelminhe Audit
We encountered no significant difficfilties in performing our audit.
Conclusion
We would like to thank Dick Matthews and Kathy Field for their assistance during the audit process.
This report is intended solely for the information and use of the Board of Commissioners and management of the Wheat
Ridge Housing Authority and is not intended to be and should not be used by anyone other than these specified parties.
Very truly yours,
Swanhorst & Company LLC
General Fund
December 31, 2009
ACCT
ACCOUNT
Client
Adjustments
Audit
Audit
NUMBER DESCRIPTION
REF
12/31/09
DR CR
12/31/09
12/31/08
---- -- - - - --•
----------- -- --- ----- ------ -- -- --- - - - - - -- -
ASSETS
--- -----•
- ------- - ----- ----------
----- ---- ----- - - - - -- -----
----- - - - -- ---------------
113
Cash - Operating
C
4,838
4,838
1,875
Cash - Condo Assoc.
0
0
0
Cash - Carnation Constr Acct
0
0
0
120
Cash - Safekeeping Acct
C
825,923
825,923
477,220
273,271
Loans Receivable
D
8,262
8,262
8,567
Prepaid Items
0
0
10
Account Receivable - grants
0
0
0
151
Prop Held for Resale - Everett
0
0
0
152
Prop Held for Resale - Allison
0
0
390,000
153
Prop Held for Resale - Parfet
0
0
145,500
153
Prop Held for Resale - 41st
J
311,556
311,556
210,000
157
Prop Held for Resale - Fruitdale
0
0
0
0
accumulated depreciation
0
0
0
TOTAL ASSETS
1,150,579
- - - - --- --
0 0
-- --- - - - - - -- ---
1,150,579
------ --- ---
1,233,172
LIABILITIES
300
A/P
M
3,200
0
3,200
18,113
315
Retainage Payable
0
0
0
310
RE taxes payable
0
0
0
Home Owners Dues Escrow
0
0
0
360
Tenant deposits
0
0
0
Accrued Interest
0
0
0
note payable - construction
0
0
0
mortgage payable - long tern
0
0
0
TOTAL LIABILITIES
----- ---- - - - - -- -------
3,200
-- - - -- -- -- --- -- -- ------ -
0 0
---- ----- - - --- ---------------
3,200
18,113
465
NET ASSETS, Beginning
1,219,559
4,500
1,215,059
1,455,192
INCOME (LOSS)
(72,180)
535,500 (540,000)
(67,680)
(240,133)
NET ASSETS, Ending
------ -- ---- --- --
1,147,379
----- ----- -- -- ----- -- - -- - -- ------
540,000 (540,000)
-- ----- -- ---------------
1,147,379
1,215,059
TOTAL LIAB AND NET ASSETS
1,150,579
540,000 (540,000)
1,150,579
1,233,172
0
0
0
INCOME
Intergovernmental
0
0
0
530
Rental Income
0
0
900
500
Proceeds -Sale of Units
U
520,500
0
520,500
299,000
535
Interest Income
C
8,142
8,142
10,973
Other
0
0
0
564
Grant Income - CDBG/HOME
0
0
0
Gain on Sale of Condo Units
0
535,500
(535,500)
(309,401)
TOTAL INCOME
000
---------- ---- -----
528,642
-- ------ -- ----- ----- - ---- -
535,500 0
-------- - - - - -- ---------------
(6,858)
1,472
General Fund
December 31, 2009
ACCT
ACCOUNT
Client
Adjustments
Audit
Audit
NUMBER
DESCRIPTION
REF
12/31/09
DR
CR
12/31/09
12/31/08
------ - - - - -•
-------------------- ----- -- --- ---- - - - - --
EXPENSES
- ---------
--------------- - ------
- - ---- ---------
-- ----
--------- --- - -- ---------------
General
551
Beginning Cost of Units Sold
0
0
0
0
0
599
Ending Costs of Units Sold- C
J
438,444
540,000
(101,556)
(99,059)
555
Property Acquisition
0
0
0
573 -580
Property Rehab
J
101,556
101,556
71,216
562
Acquisition cost - title fees
0
0
0
563
Architecture
0
0
22,030
565
Condo map
0
0
0
567
Const Period Maintenance
0
0
264
568
Construction Management
0
0
3,559
570
Garages
0
0
0
571
Homeowners Association
0
0
1,500
581
Supplies/Materials
0
0
490
Other
0
0
0
0
Subtotal
-------
-- - -- - -- - ---
540,000
-- -- - -- - --- ---
0
------ - - - - -- -
540,000
--- -- -- ---- --- ---------------
0
0
700
Selling cost/Buyers Incentives
-----
J1
---- - ----- ----
11,544
-- ----- - --- -------
- - - - -- -
-- --- ------- -- --------
11,544
- - ----
5,574
Zoning
0
0
0
710
Commissions
U2
24,984
24,984
14,352
Subtotal
36,528
0
0
36,528
19,926
G/A 720
Homeowners Assoc Capital
200
200
40
G/A 750
Accounting & Legal
V101
8,200
8,200
8,200
G/A 754
Appraisal Fees
0
0
0
G/A 762
Bank Charges
1,251
1,251
1,243
G/A 775
Conference and meeting
209
209
133
G/A 777
Contract Services
0
0
0
G/A 787
Dues, Books, Subs
0
0
100
G/A 825
Office Supplies
10
10
0
G/A 832
Postage
0
0
13
G/A 771
Other
V101.2
2,25
2,525
874
Insurance
1,988
1,988
1,942
RE Taxes
0
0
(551)
Subtotal
------
-- - ---- -- --------
14,383
-- - -- -- ---------
0
- - - - -- ------
0
--- -- -- -- --------
14,383
- -----
11,994
Housing
0
0
0
802
Gardening & Maintenance
0
0
4,273
804
Homeowners Assoc. Dues
250
250
932
843
Repairs
J1.1
6,191
0
6,191
19,585
865
Trash removal
0
0
0
G/A 872
Utilities
3,470
3,470
6,337
G/A 771
City Reimbursement
0
0
4,258
Unrealized Loss on Property HFResale
0
0
147,728
Cost on Failed Property Acquisition
0
0
0
22,030
Subtotal
9,911
0
0
9,911
205,143
Capital Outlay
0
0
0
Debt Service
-
--- ----- - - - - -- --------
0
------ -
-- -- -- ------ -- ----
---- ----- -- ---------------
0
0
Principal
0
0
0
Interest
0
0
4,542
Subtotal
0
0
0
. 0
4,542
TOTAL EXPENSES
600,822
0
540,000
60,822
241,605
NET INCOME
(72,180)
535,500
(540,000)
(67,680)
(240,133)
= 1 - City of
Wheat�idge
COMMUNITY DEVELOPMENT
Memorandum
TO: Wheat Ridge Housing Authority
THROUGH: Sally Payne, Deputy Director, Wheat Ridge Housing Authority
FROM: Kathy Field, Administrative Assistant
DATE: May 21, 2010
SUBJECT: Preventing Public Officials' Liability
The Colorado Intergovernmental Risk Sharing Agency (CIRSA), the City's property /liability and
workers' compensation insurance broker, has produced a video entitled `In the Scope of Your
Authority: Preventing Public Officials' Liability." This video was designed to be viewed by the
City's elected and appointed officials, and the management team. It discusses how elected and
appointed officials can avoid mistakes that can lead to liability claims and identifies best
practices that will allow officials to be successful.
In addition to the video, CIRSA in collaboration with the Colorado Municipal League (CML)
have prepared a "Public Officials Liability Handbook ". This handbook is intended to provide
an overview of some of the liability issues facing public entities, as well as some suggestion for
avoiding and reducing liability. A copy is enclosed. (If you already have a handbook, please
return it to Community Development.)
The video, which is 17 minutes long, will be played for the Housing Authority at the May 25th
meeting.
WRHA Planning Options 12010
Wheat Ridge Housing Authority 2010 Planning Options
The Community Strategies Institute was engaged by the Wheat Ridge Housing Authority(WRHA) to plan
and facilitate a 4 hour planning workshop for WRHA Commissioners on April 13, 2010. This report
summarizes the discussion which covered various topics relating to future activities the WRHA may
undertake. Following the summary of the meeting, a work plan outline will be provided. The work plan
outline does not have the level of detail that an implementation plan might require. Once the WRHA
Commissioners have decided on a basic work plan, more research and analysis will need to be
conducted to determine which items in the work plan are feasible and which are not. Planning for the
future should be done on an ongoing basis, so that as new opportunities or barriers arise, adjustments
to the basic work plan can be made.
Summary Housing Authority Roles and Responsibilities: The Wheat Ridge Housing Authority is
organized under state statute. Housing Authorities in Colorado are unique entities in that for some
purposes they are considered units of local government and for other purposes they are viewed as
entities separate from municipal or county government. The mixed legal status of housing authorities
can create confusion on the part of housing authority commissioners, local government bodies and
citizens at large. The Municipal Housing Authority Statutes CRS: 29 -4- 201 -230. Provide for the
operation of housing authority operated within the boundaries of an organized municipality. Housing
Authority Commissioners may be appointed by the Mayor and confirmed by the City Council. The
statute allows for the Council to pass an ordinance allowing the Housing Authority Commissioners to
appoint new members to vacant seats. The Wheat Ridge City Council has not adopted such an
ordinance and currently, Commissioners are appointed by the Mayor with Council concurrence. In most
municipalities in Colorado, the Housing Authority maintains a separation between the authority and city
government. The trend is for housing authorities to operate separately from the local government.
Recently the Lakewood Housing Authority and City of Lakewood agreed on a new relationship between
the authority and city. The Authority moved out of city offices and adopted a new business name
without the Lakewood name in the new title.
In recent years it has become common for a housing authority to adopt a business name that downplays
the "authority" concept and focuses more on partnership or some other positive value. For instance,
the City of Boulder Housing Authority uses the business name: Boulder Housing Partners while the
Lakewood Housing Authority does business as Metro West Housing Solutions. Regardless of the name,
often, the business the housing authority engages in can be financially risky. By maintaining a practical
separation between local government bodies and the housing authority, local governments can protect
themselves from the problems that can arise from failed or controversial projects. Autonomy is
important for the housing authority as well. For some members of the community, the basic mission of
the housing authority can be viewed negatively. Often, when faced with neighborhood opposition or
NIMBY(Not in my backyard), elected officials have a difficult time overruling opposition. If the elected
officials are not directly involved in a project, it is easier for them to render an objective decision in the
face of opposition.
Community Strategies Institute
1
WRHA Planning Options 12010
Housing authority commissioners and city officials can have conflict over a variety of matters. In some
cases, a mayor may appoint a new commissioner without considering the views of the other sitting
housing authority commissioners. In order to avoid conflict over new appointments, it is wise for
housing authority commissioners to discuss potential appointments with the mayor so that each party
can better understand what the impact of a given appointment might be. Another important way to
prevent conflict is for municipal elected and appointed officials and housing authority commissioners to
communicate with one another. In order to gain the support of city officials on projects and other
potentially controversial items, it is important that those officials understand the plan and have been
given the opportunity to express their ideas on how make the plan gain greater support.
Housing authority commissioners have many potential liabilities. One of the most common sources of
litigation against housing authority commissioners involves the treatment of employees. It is important
for commissioners to have adequate liability insurance and also access to good legal advice in dealing
with employees. The WRHA presently has no direct employees, however, should the authority hire
employees, a modern set of employee policies should be in place. If future WRHA actions include hiring
employees and participating in development projects, it will be necessary for the Authority and its
Commissioners to have adequate liability coverage.
Summary Housing Authority Challenges and Opportunities: The WRHA is presently in a mode of low
activity. After initially realizing success with its homeownership program, as the real estate market
began to slow, fewer fist time homeowners were willing to make a commitment for a long term debt.
Initially, the homeownership program focused on acquiring multi - family rental buildings and converting
them to owner occupied condominiums. Later projects involved the acquisition and rehab of smaller
buildings, mostly duplexes. These units were then sold to fist time buyers. WRHA contracted with the
Jeffco Housing Authority to provide the project management. As demands on the staff of the Jeffco
Housing Authority grew, Jeffco personnel determined that they would no longer be able to provide
project management to WRHA. Since then, the WRHA has not undertaken any new projects.
The environmental scan yielded information and observations that indicate that the WRHA
Commissioners should consider the possibility of new organizational alignments before adopting a work
plan that requires hiring new staff. There are multiple housing authorities serving Wheat Ridge
residents with HUD sponsored low- income housing programs. The Jeffco Housing Authority has
historically provided homeowner rehabilitation services for low income homeowners within the City of
Wheat Ridge. A number of various non - profit organizations have also completed various rehabilitation
projects over the years. Wheat Ridge 2020 has received pass through Neighborhood Stabilization
Program funds from Jefferson County for the purchase and repair of empty foreclosed homes in Wheat
Ridge. Based on information provided by a representative from Wheat Ridge 2020, it is difficult for
them to obtain a qualified foreclosed property and then invest the substantial amounts in rehab needed
to bring the property up to standard. On some properties they are outbid by private investors who
generally don't invest as much in improving the property and can resell it in a short time period.
Community Strategies Institute
2
WRHA Planning Options 1 2010
The Wheat Ridge Urban Renewal Authority is another entity supported by the City of Wheat Ridge.
Like WRHA, the Urban Renewal Authority, now known as Renewal Wheat Ridge, receives limited staff
support from city employees. Renewal Wheat Ridge is currently focusing its resources on a
redevelopment of the area near 44 and Wadsworth. Some communities have chosen to link the
efforts of their redevelopment authority with that of their housing authority. Administratively, greater
efficiencies can be achieved because one administrative unit can deal with the complex tasks of
supervising staff and complying with a complex web of both state and federal regulations that govern
both the funding and programmatic options for community development projects.
With the resources pooled from both entities, it may be possible to support staff positions that could
further the efforts of both agencies. It is very difficult to make timely, substantial progress on projects
that can only rely on borrowing staff expertise from other departments. The mechanics of combining
two agencies would be fairly uncomplicated. The two governing boards of each group could remain in
place and the day to day management could be accommodated through a memorandum of
understanding between the two boards. It would also be possible to combine boards and have one
board named to govern both entities. The new entity could be known as the Wheat Ridge Housing and
Redevelopment Authority.
The previous working arrangement with the Jeffco Housing Authority could also be used as a model for
future joint ventures. There are a variety of non - profit groups which could provide the staffing
necessary to operate WRHA programs. Wheat Ridge 2020 pursues a community development mission
and it could be possible for that organization to operate programs on behalf of WRHA. It may be
possible to develop a new agreement with the Jeffco Housing Authority. An important consideration is
the level remuneration for contractual services. If a new partner will have to hire new staff in order to
operate new or expanded programs, the level of support from WRHA will have to be adequate to cover
the increased staffing and overhead costs of the joint venture partner. Contracting for services through
another agency will probably be a more cost effective option than building a new organization from the
ground up.
While the complexities of configuring the WRHA for future activities is a critical consideration, there are
many opportunities for the WRHA to serve the Wheat Ridge community. In looking at potential
customers for WRHA programs, the environmental scan identified a number of households with needs
that the housing authority could address. Some of the more pressing households needs included:
• Households which are seeking modern rental units which include amenities such as community
rooms, work facilities and are close to mass transit nodes.
• Households which are in need to ranch style retirement housing that is near transportation and
services. A Windsor Gardens type of development would be well received by the large
population of retirees in Wheat Ridge.
• Households looking for their first opportunity to own a home in a planned development that is
located close to mass transit and provides a quality home for those at the entry level price point.
Community Strategies Institute
3
WRHA
Planning Options 2010
• Households who want to become homeowners and would like a home that reflects the rural
character of neighborhoods along 38 Ave and 44 Ave.
• Renter households with limited income who are forced to live in the least expensive rental units
that are not well maintained by property owners.
• Neighbors who are forced to endure the disruptions and crime that accompanies rental units
that are not maintained and do not have effective management to prevent tenant problems
from spilling into the neighborhood.
There is not a shortage of well thought out plans on how to address the variety of community
challenges facing the City of Wheat Ridge. The WRHA could become rapidly engaged in assisting the city
government and the community at large in formulating plans that could ameliorate documented
problems. The Neighborhood Revitalization Strategy, and the Envision Wheat Ridge Comprehensive
Plan contain specific recommendations which fit well with the WRHA mission and goals. It would be
efficient to focus WRHA resources and energy on areas and projects that have already been identified as
having city -wide interest.
Both the 38 Avenue and 44 Avenue corridors offer interesting opportunities. Both avenues contain a
mis of residential and commercial uses. Both have a scattering of small retail with single family houses
intermixed with some larger parcels of land that could easily accommodate redevelopment. Live work
units configured as two story structures could enhance the present development along the two routes
between Sheridan and Kipling. Historically there were small truck farms and flower gardens along both
avenues. It may be possible to echo history by developing 6 -8 smaller housing units on a parcel that
would have a community garden as the center piece of the housing project. This type of development
could be accommodated on as small a parcel as one acre. Both younger first time buyers and retirees
would find such a configuration appealing. In order to keep initial acquisition costs down and to ensure
that the exterior improvements enhanced the surrounding land uses, a Community Land Trust form of
ownership could be utilized. Another potentially successful concept would be to build live /work units.
Employment projections say that the fastest growing sector of the economy will be small businesses.
There are a variety of personal services firms that would benefit from having their business space co-
located with their residence. This type of land use fits well with previous land uses as many small
business and farms were managed by owners living on the property.
For several years, the city has been pursuing the development of a focal point for the city. The city
center concept, slated to be located in the 44 and Wadsworth area would be an excellent area of focus
for a multifamily project. Either a mixed income rental or condo project could enhance the other public
efforts in the area. The area has many services available and has good access to bus service. While the
city has many older rental complexes, there are very few modern rental communities with the location
and amenities that are attractive to younger tenants. A joint venture with a private developer or one
with a non - profit developer could benefit WRHA by not having to hire in development expertise. A
multi - family development could also be feasible at the Ward Road light rail site. Unless the WRHA has
development expertise on staff it may be more efficient to pursue a joint venture development with
another entity that has development experience. Because of the costs involved, it will be necessary to
Community Strategies Institute
4
WRHA Planning Options 12010
pursue a variety of public financing options to bring the rents or sales prices down to a level of
affordability for those residents with modest incomes.
The joint- venture approach to development has many advantages. In various communities in Colorado,
local governments and housing agencies have formed partnerships to complete development plans. The
WRHA could contribute a variety of assets to a project including cash, land, regulatory concessions and
other assets that would help lower the risk for either a private or non - profit developer. Some
communities have utilized an RFP process in which developers compete on product price and quality in
order to gain the assistance needed from a public entity.
As the Revitalization Strategy and the Envision 2020 Plans have documented, Wheat Ridge has an
ongoing, substantial need to upgrade and modernize much of its housing stock. WRHA Commissioners
have noted that in neighborhoods where the homes begin to deteriorate, more crime and social
disruption seems to occur. Because the financial impact of undertaking an aggressive rehab program on
a large scale is beyond the resources of a community the size of Wheat Ridge, it may be useful to direct
limited to resources to a targeted location or sub - neighborhood area. By concentrating resources, it
may be possible to demonstrate a visible impact on the target area.
In order to further expand the stabilizing effects that good property maintenance can have on an area,
it may be worthwhile to engage the Wheat Ridge City Council in discussions about adopting city
ordinances that would both encourage higher quality housing conditions and also punish those who
refuse to improve unsafe or derelict housing conditions. Some communities have adopted rental unit
license ordinances which allow the city to revoke licenses on rental units that are not safe or are a blight
on surrounding properties.
The WRHA could also have a positive impact on older rental properties by acquiring them, upgrading
them and then leasing them to seniors and other residents needing affordable rent. Some developers in
Denver have taken older, functionally obsolete rental properties and through both exterior and interior
improvements given them a unique appeal. If the basic structure and mechanical systems are
functional, it may be cost effective to improve some of the older properties. The WRHA could possibly
have several different roles in such projects. It could be the owner, developer, property manager.
WRHA could provide affordable construction financing to private owners willing to restrict rents to
targeted levels. WRHA could be a co- developer with another entity on the project. If WRHA were to
undertake a joint venture with another public housing authority, it may be possible for that other
development partner to allocate some units of Section 8 rental assistance that would permanently stay
with the units in the project. This would be a way of permanently buying down the rents for some
eligible households.
Some time ago, WRHA Commissioners adopted a set of broad goals for the housing authority. It would
be useful for the commissioners to review those goals and decide whether they still are relevant or if
they need to be changed. Any work plan adopted by the WRHA should reflect the goals and priorities
that have been set by board deliberation. The present goals are listed below and it would be useful for
Community Strategies Institute
5
WRHA Planning Options 12010
the commissioners to decide on any changes as they proceed with adopting a work plan for the near
term and longer term future.
1. Acquire rental properties and convert them to owner occupied units
2. Increase pride through homeownership
3. Decrease blight of low- maintained residences
4. Prioritize acquisition of multi - family units to convert to homeownership
5. Become a community resource for housing funding and other housing needs
6. Maintain and increase property values in Wheat Ridge
7. Become a self- sustaining agency
As the WRHA updates is goals and deliberates on a work plan, it would be beneficial to continue to
obtain technical assistance from subject matter experts. The Colorado Division of Housing has
development staff experts who could be invited to provide information and training to housing authority
commissioners. There are other organizations who also provide technical assistance to community
organizations as part of their mission. It would also be beneficial for the WRHA commissioners to make
a tour of successful housing projects and programs in the metro area. Sometimes it is difficult to
develop a clear picture of an affordable housing idea. When that idea becomes reality in a living project,
it is much easier to appreciate the steps taken to bring the original idea to completion.
The section that follows is a menu of possible work activities that the WRHA Commissioners may wish to
undertake. Community Strategies Institute is not specifically endorsing any of these items. Much more
thought and analysis will have to be completed on many of these items before it could be determined if
a given project or program would be a good fit for the housing authority. These items provide a starting
point for further discussions. With limited time and budget, the details relating to each of these items
will have to come at a later date.
Community Strategies Institute
6
WRHA Planning Options 12010
Possible Work Plan Items 1 -5 year Horizon
Community Strategies Institute
Item
Timeline
Players /Resources
Cost
1
Undertake an analysis of
Short term
WRHA Commissioners, City
$
viability of continuing
within 3
Staff, City Council, other
WRHA in present form or
months
agencies including Renewal
in combining housing
WR, Jeffco PHA, WR2020,
authority with other
neighboring PHAs, Co.Div. Of
entity through merger or
Housing
joint operating agreement
or MOU for services
2
Based on outcomes of
Short term
WRHA Commissioners, City
$
item 1, develop
within 6
Staff, City Council, other
agreements to implement
months
agencies including Renewal
new organizational
WR, Jeffco PHA, WR2020,
approach or hire staff for
neighboring PHAs, Co.Div. Of
WRHA
Housing
3
Review Housing Authority
Short term
WRHA Commissioners, City
$
Goals and update as
within 6
staff
necessary
months
4
Conduct a metro area
Short term
WRHA Commissioners, City
$
project tour for WRHA
within 3
staff
Commissioners and staff
months
5
Research and invite
Short term
WRHA Commissioners, City
$
technical assistance
within 6
staff
providers to WRHA
months
meetings for
presentations on housing
development process
Community Strategies Institute
WRHA Planning Options 2010
6
Develop a rental
Mid term 1 -2
WRHA Commissioners, staff,
$$$$
acquisition /rehab
years
outside funders /lenders,
program for
joint venture partners
implementation by WRHA
staff or joint venture
partner
Engage WR City Council in
Short tem 6
WRHA Commissioners, staff,
$
a discussion centered on
months -1
City staff, City Council,
passing ordinances to
year
Landlords, neighborhood
force better property
groups, citizens
maintenance and health
and safety standards.
g
Work with other groups
Mid term 1 -2
WRHA Commssioners, staff,
$$$$$
to sponsor or co- sponsor
years
outside funders /lenders,
emergency and
neighborhood groups, WR
substantial home repair
City Council, other home
loan program in targeted
repair groups
areas. Provide deferred
loans where necessary to
increase homeowner
participation.
9
Formulate plan for new
Long term 2
WRHA Commissioners, staff,
$$$$$$
rental development in
years - 5
WR City Council, outside
areas of interest for city
years
funders, lenders, joint
redevelopment such as
venture partners, Renewal
44th Wadsworth, Ward
Wheat Ridge
Rd. Tansit station.
Consider both WRHA
owned properties and
joint ventures with
outside developers.
Community Strategies Institute
WRHA Planning Options 12010
10
Formulate plan for new
Long term 2
WRHA Commissioners, staff,
$$$$$$
ranch style senior rental
- 5 years
WR City Council, outside
housing using the
funders, lenders, joint
community garden land
venture partners, Renewal
plan concept. Consider
Wheat Ridge
both WRHA as developer
and joint venture partners
11
Revitalize down payment
Short tem 6
WRHA Commissioners, staff,
$$$$$
assistance programs to
months -1
local Realtors, outside
provide assistance to first
year
funders, lenders, Colo.
time homebuyers,
Housing Assistance Corp.,
collaborate with other
CHFA
agencies to maximize
leveraging of resources.
12
As market conditions
Mid term 1-
WRHA Commissioners, staff,
$$$$$
improve, continue
2 years
local Realtors, outside
acquisition, rehab, resale
funders, lenders, Colo.
program for first time
Housing Assistance Corp.,
homebuyers.
CHFA, rehab agency or staff
13
Work with outside
Long term 2-
WRHA Commissioners, staff,
$$$$$$
partners to develop
5 years
local Realtors, builders,
innovative new for sale
outside funders, lenders,
housing products to
joint venture partners,
include concepts such as
Renewal Wheat Ridge, CHFA
community gardens,
community land trusts,
live work units. These
new products to be
designed to fit into city
areas of interest including
38th, 44th aves, infill
locations
Community Strategies Institute
WRHA Planning Options 12010
14
Join efforts with other
Short term 1
WRHA Commissioners, staff,
$$
civic groups to formulate
year
local Realtors, civic groups,
and /or expand existing
neighborhood groups,
neighborhood fix up -paint
outside funders, employers,
up programs
senior groups, citizens
Key to Cost Symbols:
$ = little or no cash outlay by WRHA
$$= $10,000- $20,000
$$$= <$100,000
$$$$_ $100,000- 350,000
$$$$$= $500 - $1,000,000
$$$$$$+ 1,000,000 plus
Community Strategies Institute
10