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Wheat Ridge Housing Authority
Minutes of Special Meeting
January 12, 2016
A. CALL THE MEETING TO ORDER
The meeting was called to order at 4:06 p.m. by Chair Thomson in the Second Floor
Conference Room of the Municipal Building, 7500 West 29 Avenue, Wheat Ridge,
Colorado.
B. ROLL CALL OF MEMBERS
Authority Members Present: Thomas Abbott
Tim Fitzgerald
Chad Harr — arrived at 4:15 p.m.
Janice Thompson
Jennifer Walter
Authority Members Absent: None
Also Present: Kenneth Johnstone, Community Development
Director
Jim Hartman, Hartman Ely Investments (HEI)
Susan Ely, Hartman Ely Investments (HEI)
Tammy Odean, Recording Secretary
C. APPROVAL OF MINUTES:
1. November 24, 2015
It was moved by Mr. Fitzgerald and seconded by Mr. Abbott to approve the
minutes of November 24, 2015 as amended.
Motion approved 4-0. Mr. Harr did not vote because he was late.
D. OFFICERS REPORTS
Ms. Thomson stated that the City Council meeting on January 11, 2016 was very
interesting and we will hear more about it later in the meeting.
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January 12, 2016
E. PUBLIC FORUM
There was nobody present from the public to speak.
F. NEW BUSINESS
Mr. Johnstone stated that Ms. Lauren Mikulak is back from maternity leave and there will
be a regular scheduled Housing Authority meeting on Tuesday, January 26 to discuss the
budget.
G. OLD BUSINESS
1. Fruitdale School - Update and Next Steps
Mr. Johnstone gave a brief overview of the City Council meeting which was held on
January 11, 2016 including the past process for the public to submit proposals for
Fruitdale. Wheat Ridge Housing Authority (WRHA) did a Request for Information
(RFI) back in 2014 to allow any type of application to come forward and we received
three submittals: one from the WR Cultural Group, one from Mountain Phoenix
Charter School and one from HEI. There was a mandatory pre -meeting which HEI
missed; WRHA wanted organizations to know what they were getting into before a
proposal was submitted. HEI still submitted their proposal even though WRHA
didn't entertain it at that time. WRHA looked at the other two proposals and felt
Mountain Phoenix had a stronger submittal with clear, potential capital funding
sources which they had identified through grants and private loans. They also had a
funding source on the backend and showed how they would pay back their equity
partners. Conceptually they had everything covered.
Mr. Abbott added that Mountain Phoenix had an outstanding team in the background.
Mr. Johnstone stated that the second proposal was submitted by the WR Cultural
Group and supported by Paul Fiorino. He was in attendance at the January 11 City
Council Meeting and spoke his disapproval of the process taken to reach the
agreement between the WRHA and HEI. The WR Cultural Group's proposal had
content that relied on conceptual ideas and did not show strong backup for getting
grants. When Mountain Phoenix backed out of the agreement then the WRHA had a
few legal directions to go, one of them being to look at HEI's proposal. So the WRHA
gave them a four month window to prove their application's worth. Their application
had been much more specific in terms of uses and funding sources and proven
performance record in funding source projects. To put on the record that Mr. Fiorino's
claims to the City Council about his proposal being "skipped over" is not true. His
proposal was looked at, but not parallel with the RFI. The WRHA should not be
required to accept every proposal that is put forth. The WRHA has a defensible
process on how the decision to accept HEI's proposal was made.
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January 12, 2016
Mr. Johnstone gave a brief but significant update on Fruitdale. The artisanal meat
company is no longer a part of the proposal. They would have had a lot of rent to pay
which made it a risky venture. Avoiding the risk is probably good for all. The
development program now is entirely housing, including 16 units, market rate and
affordable housing. This should prove to be more stable which HEI is comfortable
with and is in line with the WRHA mission. The basic structure of the proforma has
stayed the same: $300,000 in developer equity, about $1.6 million in a conventional
loan. Home funds have increased to $640,000, $440,000 could come in year one.
This is good for the project and the risk factor; it is money that could be allocated
soon. Capital long term grant investment remains the same, $640,000; $470,000 from
the City and $170,000 from the WRHA. Repayment is the same; the City needs to be
paid back sooner than later with the bridge loan being paid in years two and three.
Home Funds are firm, in the process of securing bank financing and meeting with tax
credit investors. Progress is being made on both fronts. There is still risk exposure,
but sources will be more firmed up in the next six months. We hope to close on the
property with HEI in August of 2016. City council met last night (January 11) and the
WRHA proposal was received favorably and they had a good discussion of the risk.
Ms. Thompson shared that City Council brought up two questions: one was with
regards to property tax and the other is what happens if HEI decides to sell their
business; both of which Mr. Hartman and Ms. Ely can respond to. She also stated that
there was only one councilperson who voted against the proposal.
Mr. Harr was unclear on public access to the community space.
Mr. Fitzgerald brought up the tax issue especially relative to the voters passing Issue
300. It would be nice to mitigate this if possible.
Mr. Hartman stated that most of the property taxes go to the county and Mr. Johnstone
added it would be less than $10,000. Mr. Hartman also added that one of the ways to
address the property tax issue is when the deed restriction goes away and we were to
sell the building then the property tax would be triggered.
Mr. Fitzgerald stated then the city would probably also sell their portion.
Ms. Thompson added that to this point there have been no property taxes on the
building because it is a school and has been since the 1890's.
Mr. Abbott asked when the time limit is up on affordable housing.
Mr. Hartman stated that the contract we sign with the county for the Home Funding is
20 years. Ms. Ely added that is for whoever owns the building. If there is a transition
out of the deed restricted units, then Property taxes will be triggered.
Mr. Johnstone wanted the members to know that the City and WRHA won't pay
anything until closing on the sale of the property with HEI and then upon completion
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January 12, 2016
of the building the remainder will be paid and there will be 16 beautiful new housing
units to rent.
Mr. Hartman added that HEI will personally guarantee the loan and unless there is
another 9/11 we should be able to rent the 16 units without any problems, even if we
have to rent them for half of the amount we have projected.
Mr. Fitzgerald asked about the amount the units will be rented for.
Mr. Hartman stated the 2 -Bedroom Affordable Apartment will run for $700-
$955/month, the 3 -Bedroom Affordable Apartment will run for $1,100/month. The 2 -
Bedroom Workforce Apartment will run for $1,250- $1,350/month and the 3 -bedroom
Workforce Apartments will run for $1,55041,600/month.
Mr. Fitzgerald and Mr. Harr thought these were priced at the low end of the market.
Mr. Abbott asked if there are going to be 5 affordable units and 11 market rate units
and why there are no one bedrooms.
Mr. Hartman replied that the numbers are correct and stated that Wheat Ridge doesn't
have many 2-3 bedroom apartments and the 3 -bedroom units were a recommendation,
not a requirement, from the County.
There was some basic discussion and explanation about entrances to units, laundry
areas, Temple Buell Terrace Garden area, different public access and also discussion
of a playground for children which would cater to families wanting to live at Fruitdale.
Mr. Hartman also explained the three exterior vestibules that the public can look in to
view the building. There will be a plack to explain the history of Fruitdale and how
the building got to where it is today. HEI also plans to have a property manager for
the site managed by Pinnacle Real Estate Management. They have a great internal
team and will address tenant issues and will take care of the grounds as well.
Ms. Thompson thinks having a property manager is key element to having a well-run
development. She also had questions regarding the property behind Fruitdale.
Mr. Hartman stated HEI is still interested in having a Hydroponic Fish Farm and it
would be a great part of phase 2.
Mr. Fitzgerald asked about the property to the west of Fruitdale and wondered if HEI
was still interested in it.
Mr. Hartman stated HEI would like to make that Phase 3 and work with that group in
the future to help their property transition. It would help the Fruitdale property as well
as that part of 44`h Avenue.
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January 12, 2016
Mr. Harr asked what the average rent is in the area.
Ms. Thompson stated a 2 -bedroom house can rent for $170041800.
Mr. Hartman added Fruitdale will be a one -of -a -kind facility because there are no lofts
in Wheat Ridge yet and will add to the WRHA resume.
Mr. Harr would like see the market rate units higher.
Mr. Hartman explained the cash flow now is year one after the renovation is finished;
there is a $20,000 payment from the Home Funds which is principal that comes back.
Then, $19,000/year happens from year seven to fourteen. HEI would like to refinance
in year six and we can repay the WRHA.
Mr. Fitzgerald asked about the ROI what period of time is that.
Mr. Hartman stated the ROI is a 15 -year model with a 17-18% return.
Mr. Abbott stated he is glad to see HEI going this way to payback the WRHA.
Mr. Hartman said we are definitely more conservative now without the meat company.
If HEI gets the green light from City Council on February 8 then we will first make
sure we have the tax credits set up. After 45 days of the tax credit applications being
approved then the detailed design will begin once the risk is reduced.
Ms. Thompson likes the idea of public tours of the Fruitdale building so people can
see what is being offered.
Mr. Abbott asked Mr. Fitzgerald if there is a way to make the property tax issue more
acceptable.
Mr. Fitzgerald said that we will state we won't get the property tax right away, but as
the project goes on, the property tax will be received. He also stated that he believed a
majority of City Council will move forward with the Fruitdale proposal.
Ms. Thompson asked if City Council needs a super majority to move forward.
Mr. Johnstone stated there is a likelihood they might; we have to look into the
numbers deeper.
Mr. Hartman stated that if a super majority is ever needed then he would want it to
happen on February 8 not four or five months later if City Council decides to change
their mind.
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January 12, 2016
Mr. Johnstone stated what needs to be done in the next couple of weeks before the
February 8 City Council meeting is to look at the term sheet and firm up the
commitments on both sides.
Mr. Hartman stated it is important for all to know that the $5.3 million for the project
is accurate, but is still an estimate. The numbers could be plus or minus 5 or 10%
between now and when we close in September.
Ms. Thompson asked if there will be a cap on the numbers.
Mr. Johnstone and Mr. Hartman replied yes and stated that concept is already in the
draft term sheet.
Mr. Johnstone added that if there are more grants received by the WRHA then the
numbers will change.
Mr. Abbott asked about the Hydroponic Fish Farm and if it is a plus for Phase 2.
Mr. Hartman stated the Fish farm would be a part of the refinance and would help the
WRHA get paid back.
Mr. Johnstone added a brief update on the reverter clause and quite title stating, Susan
Baker at the attorney's office, said that once all the noticing is done she will then file
the paper work and there should be a court ordered vacation the first part of February.
He also stated there is progress being made on other fronts as well such as the
subdivision plat, land exchange agreement and title work; which the school has agreed
to pay 50%.
Ms. Thompson stated a thank you letter needs to be written from the City's staff to the
Jefferson County School District to thank them for all they have done to help the
WRHA and the Fruitdale project.
It was moved by Mr. Abbott and seconded by Mr. Harr to authorize staff to
negotiate and execute a Development Agreement between Fruitdale School
Partners and the WRHA which authorizes a WRHA contribution of $170, 000 in
cash grant funds and $400,000 in cash loan funds for the purpose of
redevelopment of the Fruitdale School property at 10803 W. 44`h Avenue for a
mix of affordable and market rate housing. I further move to authorize the
Board Chair to execute said Development Agreement on behalf of the full board.
Motion carried 5-0.
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January 12, 2016
H.
I.
OTHER
Ms. Thompson asked what the name of the project will be.
Mr. Hartman said it will be called Fruitdale Lofts.
ADJOURNMENT
It was moved by Mr. Harr and seconded by Mr. Fitzgerald to adjourn the meeting
at 5:30 p.m.
Motion carried 5-0
r
Janice Thompson, Chair
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January 12, 2016
Tammy Odein, Recording Secretary
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