Housing Stability Council

Housing Stability Council 

MEETING MATERIALS PACKET 

Lancaster Bridge 

Corvallis Oregon 

December 16, 2016 

9:00 a.m. – 1:00 p.m. 

Oregon Housing & Community Services 

Conference Room 124 

Salem, Oregon 97301

Oregon 

Governor Kate Brown 


Oregon Housing and Community Services 

725 Summer St. NE, Suite B 

Salem OR 97301-1266 

PHONE: 503-986-2000 

FAX: 503-986-2020 

TTY: 503-986-2100 

Council Members: 

Aubre L. Dickson, Chair 

Tammy Baney 

Michael C. Fieldman 

Anna Geller 

Zee D. Koza 

Adolph “Val” Valfre, Jr. 

AGENDA 


9:00 a.m.-1:00 p.m. 

Oregon Housing and Community Services, Room 124 A&B 

725 Summer St NE, Salem OR 97301 

Call-In: 1-877-273-4202; Participant Code: 4978330 

TIME TOPIC MOTION ACTION 

1. 9:00 Meeting Called to Order 

Roll Call 

Call Roll 

2. 9:05 Public Comment Comment 

3. 9:15 Oregon’s Affordable Housing: Analysis of Performance and Trends 

Briefing 

Emily Schelling & Madeline Baron, Housing Development Center 

4. 10:15 Draft Meeting Minutes 

Approval 

November 4, 2014; pages 3-10 

November 18, 2014; pages 11-24 

5. 10:30 Consent Calendar for the Residential Loan Program 

Page 25 Approval 

Kim Freeman, Single Family Section Manager 

6. 10:35 2017 Mental Health Housing NOFA Recommendation 

Page 27 Approval 

Julie Cody, Assistant Director, Housing Finance & Heather Pate, Multifamily Section Manager 

7. 11:15 Manufactured Housing – Challenges and Opportunities (pages 31-75) 

Briefing 

Claire Seguin, Assistant Director Housing Stabilization & Dan Elliott, Senior Energy Policy Analyst 

Teri Smith CASA of Oregon, Manufactured Housing Community Development Program Manager & 

Chelsea Catto, Manufactured Housing Cooperative Development Director 

Terry McDonald, St. Vincent de Paul of Lane County, Executive Director & Heather Buch, 

Principal Broker 

Arthur Chaput, NeighborWorks Umpqua, Housing Rehab Director 

8. Report of the Director Report 

9. Report of the Chair Report 

10. 1:00 Meeting Adjourned 

Page 1

Page 2

Oregon 


Oregon Housing Stability Council 



Salem OR 97301-1266 

PHONE: 503-986-2000 

FAX: 503-986-2020 

TTY: 503-986-2100 

November 4, 2016 

Oregon Housing Stability Council Meeting Minutes 

Chair Dickson called the meeting to order at 9:05 a.m. He then asked for the roll call. 

Council member Present Excused By Phone 

Tammy Baney 

Mike Fieldman 

Anna Geller 

Zee Koza 

Acting Chair, Adolph “Val” Valfre 

Chair, Aubré Dickson 

Introduction of New Director 

X 

X 

X 

X 

X 

X 

Chair Dickson introduced the new Director, Margaret Salazar. He also expressed his appreciation 

for the work Assistant Director Seguin provided while in the role as Interim Director. 

Public Comment 

Chair Dickson invited those in the room and on the phone to provide public comment. No 

comments were given. Chair Dickson closed the public comment section of the agenda. 

Draft Meeting Minutes for Approval 

The meeting minutes from the October 7 Housing Stability Council meeting were presented to 

the Council in the meeting materials packet. Chair Dickson asked if any of the Council members 

had any corrections or additions to the meeting minutes. 

Kris Klemm offered that she had incorporated the suggestions sent to her from Councilmember 

Valfre. No further edits or corrections were given. Chair Dickson then asked for a motion for 

approval. Councilmember Koza moved to approve the meeting minutes and Councilmember 

Baney seconded the motion. Chair Dickson then called for the vote. 

October 7, 2016 Meeting Minutes: 

Council member Motion Yes No Abstain Excused 

Tammy Baney 2 nd X 

Mike Fieldman 

X 

Anna Geller 

X 

Zee Koza X X 

Adolph “Val” Valfre 

X 

Chair Aubré Dickson 

X 

Vote: 6:0:0:0 | PASS 

Page 3

October 7, 2016 

Oregon Housing Stability Council Minutes 

Consent Calendar – for Approval 

Residential Loans – Kim Freeman, Single Family Section Manager 

Ms. Freeman provided the Council with an overview of the requests for approval which can be 

found on pages 14 in the meeting materials packet. Ms. Freeman told the Council that the four 

loans up for approval today all fell within agency guidelines. 

Councilmember Baney asked if the income amounts shown for each of the loan applicants were 

gross incomes. Ms. Freeman said that they were gross incomes. Councilmember Baney then said 

she was struggling a bit with the income shown and the amount of the loan for one of the 

applicants; she wondered if the loan was a wise choice. Ms. Freeman told the Council that all of 

the loan applicants meet the “Fanny/Freddy” requirements. As long as the applicants meet the 

requirements, OHCS will purchase the loan. Chair Dickson asked for a motion from the Council. 

Councilmember Valfre moved to accept the consent calendar as presented and Councilmember 

Koza seconded the motion. Chair Dickson then called for the vote: 

Consent Calendar for Approval: 


Tammy Baney 

X 

Mike Fieldman 

X 

Anna Geller 

X 

Zee Koza 2 nd X 

Adolph “Val” Valfre X X 


X 

Vote: 6:0:0:0 | PASS 

Mental Health Housing NOFA Award Approvals – Julie Cody, Assistant Director, Housing 

Finance & Natasha Detweiler, Housing Finance Policy Analyst 

Ms. Cody introduced herself and Ms. Detweiler and told the Council that Darcy Strahan from 

OHA was on hand in the room to answer any questions about the projects. Ms. Cody then 

provided a high-level overview of the Mental Health Housing NOFA process. Please reference 

the meeting materials packet for additional details. 

Ms. Detweiler provided the Council with an overview of the total pool for consideration and 

informed the Council of the reasons why two of the projects submitted did not receive a 

recommendation from the OHCS staff. She also reviewed the areas in which each of the 

applications could earn points in the scoring process. 

Chair Dickson asked for more details about how the two projects not up for consideration failed 

to meet the threshold. Ms. Cody told the Council that one of the projects did not actually request 

any funds in the application and the other project did not meet the minimum requirements for 

funding. 

Page 4



JACKSON CRISIS RESOLUTION CENTER: 

Ms. Detweiler then provided an overview of the Jackson Crisis Resolution Center project. Please 

reference the meeting material packet for the project details. She told the Council that the project 

sponsors (Columbia Care) were in the room and available to answer any questions they might 

have. 

Councilmember Fieldman asked if the “Olmstead Act” applied to this project. Ms. Detweiler told 

the Council that the “Olmstead Act” does not apply to crisis respite. 

Councilmember Geller asked what amount of the NOFA funds were set aside for crisis respite. 

Ms. Detweiler told the Council that of the $20 million, $2.5 million was set aside for crisis 

respite. Councilmember Geller then asked if this project would have 24-hour on site staff and 

how long the typical stay would be for clients. Ms. Detweiler told the Council that this project 

would have 24-hour on site staff and that the NOFA stipulated that the stay would be for 30 

days, but could be extended for a medical reason. 

Councilmember Koza asked if the medical criteria for staying beyond the 30-day limit also 

include mental health criteria. Ms. Stacy Ferrell from Columbia Care told the Council that in this 

type of setting the average stay is 5-7 days and that this project is intended to stabilize the clients 

and connect them to the appropriate level of care. Councilmember Koza also asked about 

hardened rooms and staffing rations. Ms. Stacy Ferrell told the Council that there were no 

hardened rooms available. Staffing ratio will be 4:3:3. 

Chair Dickson asked for a motion from the Council. Councilmember Baney made the motion 

found on page 22 of the meeting material packet and Councilmember Koza seconded the motion. 

Chair Dickson then called for the vote: 

Jackson Crisis Resolution Center 


Tammy Baney X X 

Mike Fieldman 

X 

Anna Geller 

X 



X 


X 

Vote: 6:0:0:0 | PASS 

SWING LANE SUPPORTIVE HOUSING: 

Ms. Detweiler provided an overview of this project. Please reference the details found in the 

meeting materials packet. 

Councilmember Geller asked about the makeup of the units in this project. Ms. Detweiler told 

the council that the townhomes consists of five 2-BR units, 2 3-BR units and one manager unit. 

Councilmember Koza asked if the units would be roommate situations or family situations in the 

Page 5



multi-bedroom units. Ms. Ferrell told the Council that the 2-BR could be a single person or a 

roommate situation. The 3-BR units would be set up as a “board and care” situation. And there 

will be on-site care/assistance available. 

Chair Dickson asked for a motion from the Council. Councilmember Valfre made the motion 

found on page 24 and Councilmember Baney seconded the motion. Chair Dickson then called 

for the vote: 

Swing Lane Supportive Housing 



Mike Fieldman 

X 

Anna Geller 

X 

Zee Koza 

X 



X 

Vote: 6:0:0:0 | PASS 

EASTSIDE CAMPUS CONDO A: 

Ms. Detweiler provided the overview of this project. She told the Council that this project is 

sponsored by Central City Concern (CCC) and they are in the room today and can address 

questions. 

Councilmember Koza praised the CCC for this project and all of their other work around the 

state. Councilmember Geller asked if the clients would all be referred to his project. Sean Hubert 

from Central City Concern told the Council that all clients will be referred to this project and 

they can also self-refer to this project? The priority is to work with referral partners first and then 

the general public. The need for this type of program is extreme. This project is an expansion of 

a current program being administered by CCC. Councilmember Geller and Baney both asked if 

the CCC would take referrals from other areas in the state. Mr. Hubert said that could be 

problematic as a good portion of the funding they receive is from the counties they are currently 

serving. Their funders want their money to address concerns in their neighborhoods and not out 

in other jurisdictions. 

Councilmember Koza asked if there was a time block between leaving treatment and entering 

housing. CCC is trying to address that “middle” place right now by having a mix of units in their 

projects (25% permanent and 75% transitional). 


found on page 26 and Councilmember Fieldman seconded the motion. Chair Dickson then called 

for the vote: 

Page 6



Eastside Campus Condo A 



Mike Fieldman 2 nd X 

Anna Geller 

X 

Zee Koza 

X 


X 


X 

Vote: 6:0:0:0 | PASS 

DOUGLAS FIR APARTMENTS: 

Ms. Detweiler provided an overview of this project. Please reference the meeting materials 

packet for additional details. The sponsor is Luke-Dorf Inc. and Will Allen was present to 

answer questions from the Council. He provided a synopsis of what this project will offer to the 

community. 

Councilmember Geller offered her thanks to the project sponsor for the great work they are 

doing. Mr. Allen told the Council that this project has been so well received in the community 

that they have secured additional funding for technical assistance. 


found on page 28 and Councilmember Fieldman seconded the motion. Chair Dickson then called 

for the vote: 

Douglas Fir Apartments 


Tammy Baney 

X 

Mike Fieldman 

X 

Anna Geller 

X 




X 

Vote: 6:0:0:0 | PASS 

ARTHUR STREET DUPLEXES: 

Ms. Detweiler provided an overview of this project and the details can be found in the meeting 

material packet. The sponsor for this project is Shangri-La. 

Councilmembers Koza and Geller wondered why there were so few applicants for this particular 

NOFA and how more interest could be generated for the money available with this NOFA. 

Councilmember Baney expressed her appreciation for this project and others from the 

presentation today that made efforts to provide a continuum of care for the clients they will be 

serving. 

Chair Dickson asked if the units were part of a larger complex. Ms. Detweiler told the Council 

that the units associated with this project will be dispersed within an existing apartment complex. 

Page 7



Chair Dickson asked for a motion from the Council. Councilmember Fieldman made the motion 

found on page 30 and Councilmember Baney seconded the motion. Chair Dickson then called 

for the vote: 

Arthur Street Duplexes 



Mike Fieldman X X 

Anna Geller 

X 

Zee Koza 

X 


X 


X 

Vote: 6:0:0:0 | PASS 

Discussion: 

Chair Dickson asked what the plan was for the money remaining in the Mental Health Housing 

funding source. Ms. Cody told the Council that the OHCS staff in partnership with OHA and 

stakeholders will be meeting to evaluate this NOFA and discuss ways to allocate the remaining 

funds. They are committed to awarding the remaining funds as quickly as possible. 

Once the recommendations are crafted, the workgroup will present their recommendations to the 

steering committee for consideration and direction. Ms. Cody also told the Council that they will 

be coming back before the Council with an update in the next month or so. 

Councilmember Fieldman wondered if there were barriers that were making application for the 

funds more difficult. Ms. Cody said the workgroup and OHCS staff will be brining 

recommendations before the Council as soon as possible. Councilmember Geller asked how the 

workgroup and OHCS staff would ensure geographic diversity. Ms. Cody told the Council that 

the workgroup had other mechanisms by which they could ensure geographic diversity for this 

NOFA. Councilmember Geller expressed her desire to have this NOFA process be respectful to 

the whole state. It is currently easier for the Portland area to apply and receive funding. 

Councilmember Fieldman said that he noticed that all five projects were within the urban areas 

in the state. He wondered if there were barriers that are making it harder for the rural 

communities to apply for these funds. Ms. Detweiler told the Council that the workgroup would 

be addressing ways in which those barriers can be removed. Councilmember Valfre said this was 

an example which the agency and Council could encourage the rural areas of the state to pursue. 

It might be good to find ways to get greater rural participation in this type of NOFA in the future. 

Ms. Cody told the Council that the workgroup is planning to look at all of the areas mentioned to 

increase the rural participation. 

Chair Dickson called for a 5 minute recess at about 10:08am. Chair Dickson called the meet 

back to order at approximately 10:20am and invited the Director to give her report to the 

Council. 

Report of the Director – 

Page 8



Ms. Salazar told the Council she was thrilled to be her as the new Director. She then provided the 

Council with a brief overview of her work biography. 

Ms. Salazar then expressed her appreciation for the work done by Claire Seguin in her role and 

the Interim Director. 

She provided an update on the data systems modernization project. This project is intended to 

bring the Multifamily and Asset Management sections an integrated system to process work and 

track the OHCS housing inventory. The new system by Spring of 2017 with the new system in 

place in the Fall of 2017. 

The LIFT NOFA closed on October 31 st . She thanked Julie Cody, Natasha Detweiler and 

Heather Pate for all of their hard work in crafting and releasing the NOFA. She also thanked 

Kenny La Point and Kim Travis for the work they did hosting the LIFT information sessions 

around the state. 

17 applications received requesting $61 million dollars representing a total of 1243 units. The 

applications still have to go through review and scoring before we will know which projects will 

meet the requirements. There is great representation from both urban and rural communities. 

There is great interest in this program. 

Ms. Salazar then had Rem Nevins introduce the newest member of the Public Affairs team, Ariel 

Nelson. Rem introduced Ms. Nelson to the Council. 

Ms. Salazar then asked Julie Cody to come up and provide some updates on Housing Finance 

workgroups. 

1. The 4% LIHTC Ad Hoc workgroup has been launched and there has been some good 

work done so far. Ultimately there will be a recommendation brought before the Council. 

2. The resident services fees issues that Ms. Cody and her team were planning to address by 

forming a workgroup seem to have been worked out through the NOFA process. She 

plans to have a public meeting and stakeholder outreach instead. 

3. There is a plan in place to also address the gap funding options with stakeholder 

involvement in the workgroup. A recommendation will be coming to this Council for 

consideration at a future date. 

4. Preservation and Asset management fees – OHCS portfolio preservation (big P as well as 

little P preservation). OHCS is in the process of forming the workgroup. 

Councilmember Geller would like to be considered as a member of the group working on asset 

management fees. 

Councilmember Fieldman welcomed Ms. Salazar in her new role as the Director at OHCS. He is 

excited to work with her and utilize her broad experience in Housing finance and services. 

Councilmember Baney expressed her pleasure in hearing about Director Salazar’s passion for 

housing the homeless. She like the idea of looking at the two sides of homelessness, keeping 

Page 9



people from becoming homeless and helping individuals get out of homelessness. 

Councilmember Valfre also expressed his pleasure about the Director’s passion for homeless. 

Councilmember Koza gave Ms. Salazar a “big ole Eastern Oregon” welcome. 

Report of the Chair – 

Chair Dickson informed the Council that Marissa Madrigal has stepped down from her position 

on the Council. The Council now has 3 open positions and he told the members that gives them 

the chance to weigh in on who might be good members for the Council. He is excited to be here 

today. 

He is excited to see the outcome of the LIFT applications and how many of the projects came in 

under the primary bucket and how many qualified under the secondary bucket. 

He expressed his thanks to Val for stepping up to chair the meetings when he cannot be present 

over the next few months. 

Chair Dickson adjourned the meeting at 10:45pm. 

Page 10

Oregon 





Salem OR 97301-1266 

PHONE: 503-986-2000 

FAX: 503-986-2020 

TTY: 503-986-2100 

November 18, 2016 

Oregon Housing Stability Council Meeting Minutes 

Acting Chair Valfre called the meeting to order at 9:05 a.m. He then asked for the roll call. 

Council member Present Excused By Phone 

Tammy Baney 

X 

Aubre Dickson 

X 

Mike Fieldman 

X 

Anna Geller 

X 

Zee Koza 

X 

Acting Chair, Adolph “Val” Valfre X 

Councilmembers Dickson, Geller and Koza joined the meeting by phone. Councilmember Baney was 

unable to join us for this special meeting. 

Public Comment 

Acting Chair Valfre asked for public comment from those on the phone and in the room. 

Beth Hays Chief Operating Officer at Community Resource Trust came forward to give 

testimony. Ms. Hays told the Council about her current work and informed them that she and her 

organization had submitted applications for some of the NOFAs offered by OHCS. She then 

briefed the Council about the current housing situation in the Salem area. She also told the 

Council she is looking forward to working with OHCS on future projects. 

J. Wesley Cochran with the US Department of Agriculture Rural Development Multifamily 

Housing Program Director offered his greetings and is looking forward to the meeting today. Mr. 

Cochran also thanked the Agency and the Council for their partnership in delivering housing in 

Oregon. 

Consent Calendar – for Approval 

Residential Loans – Kim Freeman, Single Family Section Manager 

Ms. Freeman provided the Council with an overview of the request for approval which can be 

found on pages 3 in the meeting materials packet. She brought forward six files for approval. All 

six of the properties meet the requirements set by OHCS. 

Acting Chair Valfre asked for a motion from the Council. Councilmember Baney moved to 

accept the consent calendar as presented and Councilmember Dickson seconded the motion. 

Acting Chair Valfre called for the vote: 

Page 11



Consent Calendar for Approval: 


Tammy Baney 

X 

Aubre Dickson 2 nd X 


Anna Geller 

X 

Zee Koza 

X 


X 

Vote: 5:0:0:1 | PASS 

9% LIHTC and HOME NOFA Approvals – Julie Cody, Assistant Director, Housing Finance & 

Natasha Detweiler, Housing Finance Policy Analyst 

Ms. Cody reminded the Council that the 9% LIHTC and HOME NOFAs are the two largest 

multifamily NOFAs that are put out by the agency on an annual basis. This is a large and 

complex process that is competitive. She told the Council that this year the programs were 

oversubscribed and that for every one approval there were 5 that did not receive funding. The 

scoring took into account the updates approved by this Council in the QAP. 

For clarity and to make it easier to follow the presentation Ms. Cody and her team opted to break 

the NOFAs into 4 sub sections: HOME NOFA; LIHTC NOFA – Balance of State; LIHTC 

NOFA – Non-Metro Participating Jurisdiction Region; LIHTC NOFA – Metro Region. 

For the HOME NOFA, 3 applications were received and 2 are recommended for funding, one of 

which is for preservation. 

For the LIHTC NOFA – all regions, 31 applications were received and 11 are being 

recommended for funding of which 3 are for preservation additionally four of the projects are 

also HOME projects. 

Ms. Cody provided some additional information on the With regards to preservation, 31% of all 

recommended projects are preservation, 26% of the LIHTC funds are going to preservation 

projects, 28% of the LIHTC units are in preservation projects and 64% of the preservation units 

are targeting the elderly and disabled populations. 

Ms. Cody showed the Council a map of the projects to highlight the statewide distribution of the 

recommended projects. She also reviewed the threshold and competitive scoring tables. She also 

named and thanked the members of the scoring committee and the process by which they 

reached the project consensus scores. She also reviewed the manner in which any leftover funds 

were allocated. 

Ms. Cody briefed the Council on the process for presentation for each of the projects: each 

project will be presented individually. Ms. Detweiler will direct you to the page in the packet 

where the motion can be found for each project. The Council will be asked to make the motion 

and then to vote for each project. Ms. Detweiler will start with the HOME NOFA approvals and 

then move on to the LIHTC NOFA approvals (these will be presented by region). 

Page 12



HOME NOFA Approvals: 

El Glen 2: Ms. Detweiler 

Ms. Detweiler gave a high level briefing on this project. Please reference the meeting material 

packet and the accompanying PowerPoint presentation. Ms. Detweiler invited the project 

sponsors to join her at the table to address questions from the Council. Rita Grady, Executive 

Director and Kimberly Lyle, Construction Manager from Polk Community Development 

Corporation came forward to address the Council. Ms. Grady provided an overview of the 

project including the number of units and its proximity to services. 

Councilmember Fieldman and Koza both said they thought it looked like a good project. Acting 

Chair Valfre expressed his appreciation for the quality work that the Polk Community 

Development Corporation does. 

Acting Chair Valfre called for a motion from the Council. Councilmember Geller made the 

motion found on page 12 of the meeting material packet and Councilmember Koza seconded the 

motion. Acting Chair Valfre called for the vote: 

El Glen 2 


Tammy Baney 

X 

Aubre Dickson 

X 

Mike Fieldman 

X 

Anna Geller X X 



X 

Vote: 5:0:0:1 | PASS 

Silvertowne I & II: 

Ms. Detweiler provided a synopsis of the project. Please reference the meeting material packet 

and the accompanying PowerPoint presentation. Ms. Detweiler then called the sponsors to the 

table. Chrislyn Prantl from IS Living and Brett Sheehan from CASA of Oregon came forward to 

address the Council. Ms. Prantl provided the Council with additional information about the 

project. Mr. Sheehan told the Council that there are 44 units with rental assistance for the 

residents living there (30% of their income goes for rent). 

Councilmember Fieldman asked if the project was rural development and when the original units 

were built. Ms. Prantl told the Council that the project was rural development and that 

Silvertown I was built in 1974 and the other building was built in 1994. 

Acting Chair Valfre called for a motion from the Council. Councilmember Fieldman made the 



Page 13



Silvertowne I & II 


Tammy Baney 

X 

Aubre Dickson 

X 


Anna Geller 

X 



X 

Vote: 5:0:0:1 | PASS 

Ms. Detweiler briefed the council on the past 5 years of LIHTC awards. You can reference the 

details in the PowerPoint presentation. 

9% LIHTC NOFA Approvals – Balance of State Region 

Meadowbrook II Apartments: 

Ms. Detweiler provided a synopsis of the project. Please reference the meeting material packet 

and the accompanying PowerPoint presentation. She reviewed the 5 scoring areas and the 

variance that was noted across all of the LIHTC applications. Ms. Detweiler then called the 

sponsors to the table. Julie Marckle, Vice President and John Vance, Project Developer from 

NW Real Estate Capital Corporation. Mr. Vance told the Council that this project has 19 units 

and was originally built in 1979 and has not had a major renovation since then. 

Acting Chair Valfre invited the Council to ask questions. Councilmember Dickson asked if the 

replacement reserves were required by HUD. Mr. Vance said that the reserves were a 

requirement put forth by the architect and accepted by the investment partner. 




Meadowbrook II Apartments: 


Tammy Baney 

X 

Aubre Dickson 

X 

Mike Fieldman 

X 




X 

Vote: 5:1:0:1 | PASS 

Page 14



Councilmember Dickson informed the Council that there is not conflict for him, but he is a board member 

for one of the partners on the NOHA project. 

NOHA Preservation Project, Alder Court, Canim and Wapiti: 

Ms. Detweiler briefed the Council on the high level details about the project. Please reference the 

meeting materials packet for additional details. She invited the project sponsors to join her in 

addressing the Council. Todd Johnston, Executive Director from Northwest Oregon Housing 

Authority and Joanie Hartman, Deputy Director at Housing Development Center stepped to the 

table to address the Council and address any questions. Mr. Johnston told the Council that he and 

his organization are excited about all three projects. 

Councilmember Fieldman asked about the condition of the property at Canim and Wapiti. Mr. 

Johnston told the Council that these two properties had construction defects when they were built 

and are in need of some upgrades to last in the coastal weather. 

Councilmember Dickson talked about how excited he is about this project and the much needed 

housing it will provide in this rural coastal community. Councilmember Geller also expressed 

her pleasure in this project. Acting Chair Valfre applauded the efforts of the sponsors to preserve 

some much needed housing stock on the Oregon Coast. 




NOHA Preservation Project, Alder Court, Canim and Wapiti: 


Tammy Baney 

X 

Aubre Dickson 

X 


Anna Geller 

X 



X 

Vote: 4:0:1:1 | PASS 

Ochoco School Apartments: 


meeting materials packet for additional details. She invited the project sponsor to join her in 

addressing the Council. Tom Kemper from Housing Works stepped up to the table to address the 

Council and address any questions. Mr. Kemper told the Council that this building will now be 

kept in the community and used as an asset for the community. Councilmember Koza talked 

about how impressed she was with this project and commended Mr. Kemper on the way in 

which they have moved to save an important building in the community. Councilmember Geller 

commended the creativity shown by Housing Works in this project. Councilmember Dickson is 

excited to see the number of committed partnerships in this particular deal. Acting Chair Valfre 

Page 15



is especially impressed at the level of collaboration which occurred to make this project happen 

and he congratulated Mr. Kemper on the great work done on this project 

Acting Chair Valfre called for a motion from the Council. Councilmember Koza made the 

motion found on page 20 of the meeting material packet and Councilmember Geller seconded 

the motion. Acting Chair Valfre called for the vote: 

Ochoco School Apartments 


Tammy Baney 

X 

Aubre Dickson 

X 

Mike Fieldman 

X 

Anna Geller 2 nd X 

Zee Koza X X 


X 

Vote: 5:0:0:1 | PASS 

Sky Meadows: 


meeting materials packet for additional details. She invited the project sponsor to join her in 

addressing the Council. Lisa Drayton with Luckenbill-Drayton and Associates and Diana Otero 

from the Klamath Housing Authority stepped up to address the Council. Ms. Otero told the 

Council that this was the first housing project for Klamath Falls in eight years. She also talked 

about their collaboration with the city and county to obtain the properties used in this project. 

Councilmember Fieldman asked about the family reunification units and how long the units 

would be used by each family. Ms. Otero told the Council that the units could be used for 12 

months. Councilmember Dickson expressed his excitement about this project. He said it was 

great to see this project targeting larger families. Acting Chair Valfre asked Ms. Otero to further 

explain the concept of Inter-generational housing. Ms. Otero told the Council that her 

organization is hoping to encourage some grandparent-type interaction for families attempting to 

reunite. Acting Chair Valfre said he was pleased to see the partnership used to acquire the land 

for this project and he also appreciated the affordability for low income Oregonians outlined in 

the project details. 




Sky Meadows 


Tammy Baney 

X 

Aubre Dickson 

X 


Anna Geller 

X 



X 

Vote: 5:1:0:1 | PASS 

Page 16



Councilmember Dickson declared a conflict of interest with this project and he will be sitting out on the 

discussion about this project. 

Newbridge Place: A vote was not needed on this project because the project did not request 

any additional funds from OHCS. This was an informational presentation only. 

Ms. Detweiler provided a briefing on this project. Please reference the meeting materials packet 

for additional details. She invited the project sponsors to join her in addressing the Council. 

Andrea Miranda, Project Developer and Jason Alzee, Director of Development at the Housing 

Authority in Jackson County stepped up to address the Council and answer any questions. Mr. 

Alzee thanked the scoring committee and agency staff for recommending this project. Ms. 

Miranda told the Council that the Housing Authority and the city of Medford are excited to get 

this project underway. The city of Medford awarded $200,000 to this project. 

Acting Chair Valfre thanked the sponsors for brining such a good project before the Council. He 

called for questions, hearing none this topic was closed. 

LIHTC NOFA Approvals – Non-Metro Participating Jurisdictions Region 

Ms. Detweiler told the Council that this region includes Salem, Keizer, Corvallis, Eugene and 

Springfield. There were six projects submitted for consideration two of which are being 

recommended for funding today. One of the two projects is a preservation request. She reviewed 

the scoring variation among the six projects. 

The Myrtle wood: 

Ms. Detweiler briefed the Council on this project and you may reference the meeting materials 

packet for additional details about the project. Ms. Detweiler invited the project sponsors to step 

forward to provide comments and answer questions from the Council. Terry McDonald, 

Executive Director and Nora Cronin, Housing Development Director from St. Vincent de Paul 

came forward to address the Council. The sponsors were excited about the many partners that 

came together when putting this project together. 

Councilmember Fieldman told Mr. McDonald that he thinks this is a great project and that he is 

always impressed with the work his organization does. Councilmember Koza told Mr. McDonald 

thank you for a great project and addressing the needs of “her peeps”. Councilmember Geller 

told Mr. McDonald she appreciated the work he and his team have done to put this project 

together. The partnership work is commendable. Acting Chair Valfre echoed the comments 

given. 

Acting Chair Valfre called for a motion from the Council. Councilmember Dickson made the 



Page 17



The Myrtlewood 


Tammy Baney 

X 

Aubre Dickson X X 

Mike Fieldman 

X 

Anna Geller 

X 



X 

Vote: 5:0:0:1 | PASS 

Richardson Bridge Apartments (preservation project): 

Ms. Detweiler briefed the Council on the specifics of this project. Please reference the meeting 

materials packet for additional details. She invited the project sponsors to join her at the table to 

address the Council. Steve Oaks, Development Director at the Housing and Community Services 

of Lane County (HACSA) came forward to address the Council. 

Councilmember Dickson pointed out an error on the data page. The construction costs should be 

108,530 not $408,530. Ms. Detweiler will make the correction on the data page. 

Mr. Oaks thanked the agency and the Council for their consideration of this project. This 

particular project and funding mechanism will allow HACSA to leverage their funds and do 

more projects. 

Councilmember Fieldman asked Mr. Oaks to elaborate on the case management services 

partnership called out in the Council write-up. Mr. Oaks told the Council that HACSA is 

partnering with Cornerstone Community housing to deliver resident services/case management. 

Their plan is to provide more robust services by partnering with Cornerstone. Acting Chair 

Valfre asked if HACSA would need to provide relocation for residents during the 

construction/preservation phase of the project. Mr. Oaks told the Council that they do indeed 

have a plan in place for the current residents. 


motion found on page 28 of the meeting material packet and Councilmember Dickson seconded 


Richardson Bridge Apartments 


Tammy Baney 

X 

Aubre Dickson 2 nd X 


Anna Geller 

X 

Zee Koza 

X 


X 

Vote: 5:1:0:1 | PASS 

Page 18



LIHTC NOFA – Metro Region 

Ms. Detweiler told the Council that this region encompasses Washington, Multnomah and 

Clackamas counties. Eight applications were submitted and four are being recommended for 

funding. 

Cornelius Place: 



address the Council. Destin Ferdun from Bridge Housing joined Ms. Detweiler to address the 

Council. Mr. Ferdun told the Council that he is excited about this project and the partnerships 

that were created. There is also high community excitement about this project. 

For the Record: Acting Chair Valfre will recuse himself from the discussion and he will abstain 

from the vote. 

Councilmember Dickson said he was excited to see this project make it for recommendation. He 

also said he was happy to see that Bridge Housing joined the project to help it move forward. 

Councilmember Fieldman asked for more clarification on the land lease deal that is part of this 

project. Bridge Housing said that the lease is for 99 years and it is for $1. Councilmember 

Fieldman noted that the per-unit costs seem high and he asked Bridge Housing to provide more 

context. Bridge Housing told the Council that there are several factors contributing to the high 

per-unit cost. Those factors include but are not limited to the following: the mixed use project, 

green building requirements, the current economic climate (supply costs are continuing to go 

up). Councilmember Geller expressed her pleasure with the City of Cornelius and their 

involvement in this project. She believes this is a model other cities can mirror. The outcome of 

this project will be more than the sum of its parts. She is thrilled with the project. 


motion found on page 30 of the meeting material packet and Councilmember Fieldman seconded 


Cornelius Place 


Tammy Baney 

X 

Aubre Dickson 

X 

Mike Fieldman 2 nd X 


Zee Koza 

X 


X 

Vote: 4:0:1:1 | PASS 

Page 19



The Jade: 

Council member Dickson told the Council, for the record, that he serves on the Board of 

Directors for one of the sponsors. 



address the Council. Nick Sauvie, Executive Director at ROSE Community Development Corp 

and Anita Punja with Housing Development Center came forward to address the Council. Mr. 

Sauvie told the Council that this region has experienced an increase in poverty in the last several 

years. They are excited about their partnership with APANO on this project. 

Acting Chair Valfre told Mr. Sauvie that he appreciates the focus on youth and the lead in they 

are taking in raising awareness. 

Acting Chair Valfre called for a motion from the Council. Councilmember Koza made the 



The Jade 


Tammy Baney 

X 

Aubre Dickson 

X 

Mike Fieldman 

X 

Anna Geller 2 nd X 

Zee Koza X X 


X 

Vote: 5:0:0:1 | PASS 

Orchards at Orenco Phase III: 



address the Council. Ben Sterch, Housing Development Manager from REACH came forward to 

address the Council. 

For the Record: Acting Chair Valfre will recuse himself from the discussion and he will abstain 

from the vote. 

Councilmember Dickson said this is a great project and that he is looking forward to the next 

phase in the project. 

Acting Chair Valfre called for a motion from the Council. Councilmember Dickson made the 



Page 20



Orchards at Orenco Phase III 



Aubre Dickson X X 

Mike Fieldman 

X 

Anna Geller 

2 nd 

Zee Koza 

X 


X 

Vote: 4:0:1:1 | PASS 

Fairview Arms: A vote was not needed on this project because the funding request amount 

was under the $200,000 threshold. This was an informational presentation only. 

Ms. Detweiler provided a briefing on this project. Please reference the meeting materials packet 

for additional details. She invited the project sponsors to join her in addressing the Council. 

Andrea Sanchez, Director of Housing at Human Solutions came forward to address the Council 

and answer questions. Ms. Sanchez told the Council that she believes this is a very important 

project as the property needs much needed updates and repairs. 

Councilmember Fieldman asked when the property was originally built. Ms. Sanchez told the 

Council that the property was built in 1971. Acting Chair Valfre told Ms. Sanchez that he 

thought this was a good project. He also said he appreciated the preservation efforts to keep the 

property in good repair. 

Councilmember Fieldman said that he has been impressed with the Resident Services component 

in all of the projects presented today. He liked the ways in which the sponsors have shown their 

creativity in achieving the best outcomes for the Oregonians they will be serving. Acting Chair 

Valfre said he appreciated the distribution of projects across the state and that both urban and 

rural projects had been recommended. Councilmember Geller said that she echoes the comments 

made by Councilmember Fieldman about the partnerships and benefits offered in the projects 

today. She also likes the ways in which many of the projects have partnered with the local cities 

and counties to deliver housing. 

Ms. Cody took a moment to address the Council and thank agency staff. She specifically called 

out Heather Pate (Multifamily Section Manager), Teresa Pumala (Tax Credit Program Manager), 

Carol Dicksa (HOME Program manager), John Wright (Policy & Policy analyst) and the rest of 

the Multifamily Section. She also thanked Ryan Miller (Asset Management & Compliance 

Section Manager), Jen Marchand and Kimber Sexton for their assistance in reviewing the 

applications. Thank you to Natasha Detweiler for her assist with the entire NOFA process, the 

scoring committee coordination and for her presentation expertise today. She also offered thanks 

to the scoring committee. 

Updates from the Housing Finance Division: 

• The 2017, 9% LIHTC and HOME NOFAs will be released late-January 2017. 

• Housing Finance is working to release all NOFAs on a predictable timing schedule. 

Page 21



• Group debrief on December 8 th , 2-4pm for all projects that did not receive funding this 

round. 

Councilmember Dickson asked if a group could contact agency staff directly if they had a 

specific question that was not addressed during the debrief meeting. Ms. Cody told the Council 

that the Housing Finance staff would be opportunity for those groups to ask their questions after 

the meeting on December 8 th . 

Councilmember Geller asked if it is possible for applicants to combine 9% and 4% tax credits in 

the same applications. Ms. Cody told the Council that that would certainly be an eligible request 

and that the staff had seen the combination in applications in the past. Ms. Cody will add this 

topic to the debrief meeting on December 8 th . Acting Chair Valfre suggested that the agency put 

out a technical advisory detailing the specifics of the 9% & 4% combination to get the word out 

as broadly as possible. Ms. Cody said that she and her staff are planning to distribute the 

information over a variety of communication tools. 

Acting Chair Valfre adjourned the meeting for a 5 minute break at approximately 10:57 am. He 

reconvened the meeting at approximately 11:07am. 

Federal Rent Subsidy Preservation NOFA – 

Ms. Cody told the Council that the lower per unit subsidy worked in the past because most of the 

preservation projects that came to the table for funding were the low-hanging fruit. In the near 

past project developers and sponsors have mentioned the increase in acquisition and construction 

costs. The request is being made today to ensure that rehabilitation projects coming in for 

funding will have the ability to come in and make their request. They do not want to discourage 

needy projects from making application. 

Director Salazar added that by raising the cap it might incentivize developers/sponsors to come 

in through the 4% door rather than the 9% door, benefitting everyone. 

Councilmember Fieldman asked why the acquisition costs were rising. Ms. Cody told the 

Council that in the past some of the properties had been in foreclosure and were easier and 

cheaper to obtain. Councilmember Geller wanted the agency staff to make note of actual loss 

versus perceived loss. Ms. Cody told the Council that rental subsidy ends when the property 

mortgage reaches maturity (there is a 12-month grace period). She also told the Council that the 

projects that are expected to come in are those that want to re-amortize their loans. 

Councilmember Geller asked if there was a way the agency could keep an eye out for those 

investors who were behaving in an opportunistic fashion. She worries this type of behavior could 

put low income housing in jeopardy. Director Salazar said that the agency is working to assess 

the true risk of turning over the properties. Contracts can be renewed. What the agency was 

focusing on with this proposal is the tremendous capital needs of the preservation projects. The 

agency has been seeing “big ticket” differed maintenance (seismic upgrades, HVAC updates, 

etc.). The biggest driver is the increased capital need of the properties. 

Page 22



Ms. Cody told the Council that the agency requires a property assessment for all funding deals to 

validate the value of the property and actual market costs. The property owners have to 

demonstrate the need for funding. Councilmember Geller said she thought OHCS should be 

mindful of rational acquisition prices. Acting Chair Valfre also expressed a desire for the agency 

to focus on the actual capital needs. 

Shelly Cullen, from Chrisman Development asked to comment on this topic. Ms. Cullen came 

forward and offered her thanks for the agency reevaluating the cap for these types of projects. 

Councilmember Fieldman asked if this change would make it more possible for Chrisman to 

utilize the 4% LIHTC for their preservation efforts. Ms. Cullen said yes, and that they were 

ready to go if the motion passes. She believes that the agency and Council will see an increase in 

the utilization of the 4% LIHTC by many other developers/sponsors if this motion gains 

approval. 

MOTION: Housing Stability Council authorizes OHCS to increase the per unit Preservation 

subsidy cap from $25,000 for urban projects and $35,000 for rural projects to up to $75,000 

statewide per unit, based on project needs as demonstrated by a third-party Construction Needs 

Analysis (CAN). 


Tammy Baney 

X 

Aubre Dickson 

X 


Anna Geller 

X 



X 

Vote: 5:1:0:1 | PASS 

Report of the Director – 

Director Salazar updated the Council on several topics: 

• Thank you to Julie Cody, Natasha Detweiler and the entire Multifamily staff for all of 

their hard work through the NOFA review process. 

• She wants to highlight and further recognize all of the partnerships mentioned today, 

specifically with the various local housing authorities across the state and with HUD (our 

Federal partner); Ms. Salazar said it was wonderful to see rental assistance in so many of 

the projects today (preservation and new construction). She also called out the voucher 

program for Veterans (VASH). 

• Mental Health Housing (MHH) NOFA: The agency has been working with the steering 

committee. The steering committee has created recommendations for consideration by 

the Council (12/16/16). The NOFA was a bit too complex and intimidating. The agency 

will be providing some additional technical assistance in the future NOFA to assist those 

who will by applying. And the agency is looking at ways to streamline the NOFA 

Page 23



paperwork and ways for applicants to combine funding sources. Looking at ways to raise 

the development cost limit to assist the applicants. The agency is looking at implementing 

some site control flexibility. Crisis Respite will most likely have a specific carve out in 

the next iteration of the MHH NOFA. Councilmember Fieldman encouraged the 

additional evaluation of the site control aspect; he thought thinking “outside the box” 

would be useful to get more applicants to the table for this funding. Acting Chair Valfre 

also suggested that increasing the cap might be helpful to applicants. Councilmember 

Geller echoed what Councilmember Fieldman said and suggested that simplifying the 

application would be a good idea. Councilmember Fieldman encouraged the agency to 

stay focused on the goal to get people into housing. 

• Housing Stability Council Retreat in January: possibly on January 31, please mark your 

calendars. She would like to have 1:1 meetings with the Councilmembers in the very near 

future. The agency is working on setting outcome-based goals for calendar year 2017 and 

Margaret hopes to discuss the goals with the Council at the retreat. She also hopes to 

discuss the role of the Council at the retreat. 

• Governor’s Recommended Budget release: The budget will be released on December 1, 

2016. Margaret will update the Council when there is information to give. 

Report of the Acting Chair – 

Acting Chair Valfre asked Councilmember Dickson if he wanted to make any comments. Mr. 

Dickson said he wanted to echo the thoughts and comments provided earlier about the use of 

non-traditional methods and being creative in funding for projects. He liked seeing the statewide 

distribution of the NOFA awards and he also liked seeing the many of the recommended projects 

utilizing project-based subsidies (making their funds go further). He is hopeful that the debrief 

session will provide the non-funded projects the information they need to resubmit in upcoming 

rounds. He is also excited to see the LIFT recommendations in January. 

Acting Chair Valfre then reminded everyone during this special time of year to be thankful for 

family, friends and our country and for all those who give of themselves to serve others. He also 

expressed his thanks for having Margaret in her role as Director. 

Chair Valfre adjourned the meeting at 11:34 am. 

Page 24

Page 25

Page 26

Oregon 


Housing and Community Services 

North Mall Office Building 

725 Summer St NE, Suite B 

Salem, OR 97301-1266 

PHONE: (503) 986-2000 

FAX: (503) 986-2020 

TTY: (503) 986-2100 

www.ohcs.oregon.gov 

Date: December 16, 2016 

To: 


Margaret Solle Salazar, Director 

From: Julie V. Cody, Assistant Director Housing Finance 

Re: 

2017 Mental Health Housing NOFA 

MOTION 

Housing Stability Council authorizes OHCS to move forward with revising the Mental Health 

Housing NOFA as recommended in the body of this memo, or as revised, in the anticipation that 

these changes will lead to fewer barriers and stronger applicant participation. 

Background 

The 2015 Legislature added a note to Oregon Housing and Community Services (OHCS) budget for $20 

million in proceeds from lottery-backed bonds to be used for housing development. The budget note 

directs OHCS and the Oregon Health Authority (OHA) to partner in awarding these funds to projects 

that will target individuals with Serious Mental Illness or Addiction disorders. 

The note directed OHA to hold a stakeholder workgroup that would be responsible for providing OHCS 

with recommendations on project priorities. The workgroup met in September and OHA provided 

OHCS with a list of recommendations in November 2015. 

OHCS, in partnership with OHA, released a Notice of Funding Availability (NOFA) for the $20 million 

Mental Health Housing Funds in June 2016, with applications due in August 2016. The team reviewed 

and scored seven applications in October 2016 and five were recommended to the Housing Stability 

Council for approval at the November 4, 2016 meeting. 

The five applications totaled $3,761,579 in funding requests, leaving a remaining balance of 

$16,238,421 to be awarded. 

OHA, in partnership with OHCS, convened the stakeholder workgroup on November 3, 2016, to obtain 

additional feedback on the Mental Health Housing NOFA and its criteria to ensure stronger applicant 

participation in future rounds. 

Recommendations for 2017 Mental Health Housing NOFA 

The following is a discussion that includes the recommendations from the stakeholder workgroup, OHA, 

and OHCS. OHCS largely agrees with the stakeholder workgroup, but there are a few areas where our 

Page 27



Page 2 of 4 

recommendations are modestly different. I have noted where OHCS’ recommendation differs from the 

OHA recommendations and included an explanation below. 

NOFA Options: 

Feedback from all stakeholders, including OHA and OHCS, indicated that the Mental Health Housing 

NOFA that was issued this past June was too limiting for applicants as it did not include the ability to 

apply for additional funding from OHCS. Allowing a variety of funding combination option would 

allow applicants to tailor their applications to the specific financial needs of the proposed project. 

The consensus recommendations are to: 

 

 

Issue a standalone Mental Health Housing NOFA that allows applicants to pair Mental Health 

Housing funds with 9% LIHTCs and other gap funds, with 4% LIHTCs, or without other OHCS 

funds. Applicants under the Mental Health Housing NOFA would indicate if they are 

concurrently applying for any other OHCS resources. 

Streamline and clarify the NOFA application, where possible. 

These recommendations will lead to fewer barriers and stronger applicant participation. 

Crisis Respite: 

Stakeholder feedback indicated the Crisis Respite application did not fit well within the context of a 

typical affordable housing application, as Crisis Respite is very different from a permanent housing 

solution. Many of the typical affordable housing application criteria were confusing and made it 

difficult to clearly articulate the proposed project. 


 

 

Create a specific application for Crisis Respite within the larger Mental Health Housing NOFA 

that addresses differences in the housing type and make them easier to participate as well as 

review. This would include removal of rental rate language and affordability requirements 

associated with permanent housing, and focusing on appropriate level of stay and temporary 

housing revenue models. 

OHA received stakeholder feedback on their definition of maximum stay, which as stated in the 

previous NOFA is 30 days with the ability to extend if it is determined a longer stay is clinically 

necessary. OHA is refining its recommendation to OHCS regarding the appropriate length of 

stay. We anticipate having this information by the end of the year and will include it in the 

NOFA application. 

Funding Allocations: 

Stakeholder feedback indicated the allocations for funding between the various types of housing and 

geographic location were confusing to applicants and did little to entice applicants to apply for funding. 

OHCS staff recommendation for allocating the remaining $16,238,421 in Mental Health Housing Funds 

is as follows: 

Page 28



Page 3 of 4 

Supported Housing SMI 

Metro $ 2,082,469 

Non-Metro $ 4,958,875 

Supported Housing SUD $ 2,500,000 

Supportive Housing $ 2,247,161 

Crisis Respite Housing $ 1,949,916 

$ 16,238,421 

The OHCS recommendation differs from stakeholder recommendations to eliminate the soft set-aside 

between metro and non-metro geographies. Our recommendation is based on the feedback we received 

from the Housing Stability Council at the November 4, 2016 meeting regarding the need for geographic 

distribution of these funds and allowing the opportunity for more rural projects to compete. If after 

reviewing non-metro projects there would still be funding available, OHCS would continue to 

recommend additional metro applications for funding as appropriate. 

Funding Limits: 

Stakeholder feedback indicated that limiting the amount of funding per project to a percentage of the 

development costs made it very difficult to demonstrate financial feasibility of a project, and it was 

communicated that this was the biggest reason projects sponsors did not apply for funding. 


 

 

Site Control 

Change from a % of development cost formula, which was 25% in the previous NOFA, to a per 

unit subsidy cap that would include all units in the project regardless of whether they would be 

set aside for a particular tenant population. This is supported by the fact that all of the projects 

coming in for application are anticipated to be 100% affordable at 60% area median income or 

less. This limits the amount of potential revenue generation on the project as a whole and has the 

added benefit of having additional units available for SMI tenants, outside of the stated 25% setaside. 

Based on stakeholder input, we recommend setting the per unit subsidy cap at up-to $50,000 for 

all affordable units in the project as defined as affordable to tenants earning 60% of area median 

income or less. Projects will need to demonstrate the need for the maximum cap. 

There was mixed feedback with respect to requiring site control. The previous NOFA did not require 

site control, yet all projects that were submitted did indeed have site control. Some stakeholders liked 

the flexibility, where OHA and OHCS have had difficulty in completing transactions efficiently when 

site control is not demonstrated at the front end of an application. While OHCS believes there are a 

number of projects ready to submit in early 2017 with site control in place, we are recommending some 

flexibility on site control to allow us to reach out to new partners (including rural project sponsors) who 

may not be able to demonstrate site control under the quick turn-around time of publishing the new 

NOFA. 

Page 29



Page 4 of 4 

OHCS’ staff recommendation is as follows: 

 

Preference projects that have site control, but allow the ability for projects without site control to 

apply under secondary consideration protocol, which would state that if projects with site control 

are able to meet criteria for funding and all funds could be reserved under the various allocations, 

OHCS would not review projects that did not demonstrate site control. If funds remain after 

primary consideration is given to projects with site control, projects without site control would 

be evaluated for funding. 

Technical Assistance to Developers: 

Stakeholder feedback indicated some applicants did not apply due to their lack of experience developing 

housing for individuals with mental illness or substance abuse disorder. There may be a lack of 

understanding how to make contact with Coordinated Care Organizations (CCOs), Community Mental 

Health Programs (CMHPs) or appropriate service providers in order to develop the necessary 

partnerships for the provision of suitable services. 

The consensus recommendation is to: 

 

 

Next Steps 

Include CCOs, CMHPs and suitable service provider contact information in the application 

materials to provide applicants with opportunity to reach out to the appropriate organizations in 

their counties in an effort to develop a project concept that would qualify for Mental Health 

Housing funds. OHA will create a list of contacts by county that will be incorporated into the 

2017 Mental Health Housing NOFA. 

Around the time of NOFA publication, OHCS will also plan to hold a training session for 

potential applicants to walk through the streamlined NOFA application, submission 

requirements, and how to use the information on county service providers provided by OHA. 

OHCS staff will work collaboratively with OHA to revise the Mental Health Housing NOFA to 

incorporate the appropriate changes in the framework and application as approved by Housing Stability 

Council. OHA will provide OHCS with a definition of maximum stay for Crisis Respite units; and a 

contact list by county of COOs, CMHPs and appropriate services providers by county. These will be 

utilized in the 2017 Mental Health Housing NOFA to provide clarity and technical assistance to 

potential applicants. 

OHCS is working to release the 2017 Mental Health Housing NOFA by the end of January/early 

February 2017. 

Page 30

MANUFACTURED HOUSING: 

CHALLENGES AND OPPORTUNITIES 

PRESENTED TO: 


December 16,2016 

PRESENTED BY: 

DAN ELLIOTT, Senior Energy Policy Analyst 

Page 31

MANUFACTURED HOUSING 

THE OREGON LANDSCAPE 

‣ In Oregon, manufactured housing plays an 

important role in the robust affordable housing 

market. 

‣ There are nearly 170,000 manufactured homes in 

Oregon, accounting for 11% of the total housing 

stock. 

‣ Between 2001 and 2015, 104 manufactured home 

parks closed, displacing approximately 6,800 

people and 4000 spaces. 

Page 32


THE OREGON LANDSCAPE 

Page 33


PARKS AROUND THE STATE 

Page 34


CHALLENGES 

‣ Long-term control over land beneath 

manufactured homes 

‣ Home and installation quality 

‣ Mortgage and other key quality financial 

products 

Page 35


OHCS RESPONSE TO OPPORTUNITIES 

‣Manufactured Park Preservation Program 

‣Manufactured Communities Resource Center 

‣Down Payment Assistance 

‣First-Time Home Buyer Program 

‣Individual Development Accounts 

‣Low Income Weatherization Assistance Program 

‣Federal Partner Programs 

Page 36


OHCS MANUFACTURED PARK PRESERVATION 

PROGRAM 

$7,000,000 

$6,000,000 

$5,000,000 

$4,000,000 

$3,000,000 

HPF 

GAP 

OAHTC 

$2,000,000 

$1,000,000 

$0 

Benton Columbia Curry Deschutes Lane Marrow Yamhill 

Since 2006, 13 parks have been preserved totaling 722 units. 

Page 37


OHCS MANUFACTURED COMMUNITIES RESOURCE 

CENTER 

‣ Manufactured Communities Resource Center(MCRC) was created in the 1989 

legislature. 

‣ MCRC works closely with tenants of manufactured home parks that are closing by: 

• Meeting with the tenants to explain the laws around park closure 

• Providing counseling and service referrals for the tenant's relocation needs. 

• Maintaining a directory of manufactured dwelling parks. 

‣ The MCRC program is funded through an annual assessment of $10 for each 

manufactured home on rented or leased land, as well as an annual park registration fee 

paid by landlords which is $25 for parks with 20 spaces or less, and $50 for parks with 

more than 20 spaces. 

‣ The registration and assessment fees collect approximately $380,000 dollars annually. 

Page 38


TOOLKIT 

http://www.oregon.gov/ohcs/CRD/mcrc/docs/Manufacture-Home-Park-Solutions- 

Collaborative-Local-Agency-Toolkit.pdf Page 39


HOME OWNERSHIP 

Page 40


HOME OWNERSHIP 

Page 41


COST OF HOME OWNERSHIP 

Source: This data is produced by the U.S. Commerce Department's Census Bureau from a survey 

Sponsored by the U.S. Department of Housing and Urban Development/US Census 

Manufactured Home Survey. 

Page 42


OHCS DOWN PAYMENT ASSISTANCE AND FIRST -TIME 

HOME BUYERS PROGRAM 

Year 

Number of 

Manufactured 

Homes 

Average Income 

*Average Purchase Price 

2011 27 $44,256.70 $110,713.96 

2012 27 $44,749.37 $111,424.89 

2013 18 $39,617.39 $141,946.55 

2014 9 $36,748.00 $118,647.10 

2015 20 $47,795.40 $124,850.00 

**2016 5 $29,087.00 $102,277.39 

*Purchase price includes both land and building. 

** As o June 30, 2016 

https://www.oregon.gov/ohcs/HD/SFF/forms/Residential%20Loan%20Program%20Overview.pdf Page 43


OREGON INDIVIDUAL DEVELOPMENT ACCOUNT 

Page 44


HOUSING QUALITY 

Source: The U.S. Commerce Department's Census Bureau from a survey(2015). Sponsored by the U.S. 

Department of Housing and Urban Development/US Census Manufactured Home Survey. 

Northwest Energy Efficiency Alliance (NEEA) Residential Building Stock Assessment(2011). 

Page 45


OHCS LOW INCOME WEATHERIZATION PROGRAM 

Energy Conservation Helping 

Oregonians (ECHO) 

Program Source Annual 

Funding 

Program 

Area 

State $8.6 million Weatherization 

Bonneville Power Administration (BPA) Federal $1.5 million Weatherization 

LIHEAP Weatherization Federal $5.2 million Weatherization 

USDOE Weatherization Assistance 

Program (DOE WAP) 

Federal $2.2 million Weatherization 

Total 

$66.3 million 

Page 46


LOW INCOME WEATHERIZATION PROGRAM 

In 2016, 

A total of 742 manufactured homes 

received low-income weatherization 

services in Oregon with an average 

investment of $10,000 per unit. 

Page 47


FEDERAL PROGRAMS 

U.S. Department of Housing and Urban Development (HUD) 

U.S. Department of Agriculture, Rural Development (USDA) 

Consumer Financial Protection Bureau (CFPB) 

The Federal Housing Finance Agency (FHFA) 

U.S. Department of Health and Human Services (HHS) 

U.S. Department of Energy (DOE) 

Page 48

OUR PARTNERS 

Page 49

ST.VINCENT DE PAUL OF LANE 

COUNTY, INC. 

MOBILE HOME 

PARK 

RECLAMATION 

Page 50

WHY MOBILE HOME PARKS? 

• Community housing 

blight 

• Loss of low income 

housing stock 

• Reclaim rural housing 

stock 

• Recover public service 

resources 

• Provide the extremely 

low-income community 

with safe, healthy and 

stable housing 

• Increase community 

involvement 

Page 51

Who lives in the park? 

•25% families w/children 

•44% Seniors 

•31% Disabled 

*Varies from park to 

park 

Page 52

CONSTRUCTION & 

REVITALIZATION 

Page 53

Community Caring Days 

Before 

After 

Page 54

FUNDING SOURCES 

Combination of: 

• OHCS Preservation 

• NOAH Permeant 

lending 

• Federal Home Loan 

Bank of DeMoines 

• CDBG 

• Foundation Support 

• Community Donations 

Page 55

SVDP RESOURCES 

• On site computers and 

community gathering 

areas 

• Social worker 

available 

• Community Resource 

board and referrals 

• Neighborhood skill 

building 

• Children programs 

• Parenting, NA, AA & 

budgeting classes, etc. 

Page 56

ST. VINCENT DE PAUL 

For more information please contact: 

Terry McDonald 

Executive Director 

2890 Chad Drive 

Eugene, OR 97408 

541-687-5820 

Terry.McDonald@svdp.us 

Page 57

Promoting affordable home ownership through the 

creation of resident-owned, manufactured housing 

cooperatives 

Page 58

OUR VISION 

Manufactured housing park residents in 

Oregon achieve long-term security and build 

assets through the creation of resident-owned 

communities (ROCs). 

“It feels great to be able to walk on this ground and 

say ‘this is mine, it’s mine for the rest of my life.’” - 

Elias Montemajor, Horizon Homeowners Coop 

Page 59

HOMES PRESERVED 

CASA of Oregon has converted 9 parks to 

resident-ownership, representing 580 

households, with another 2 parks and 165 

households in progress 

Page 60

THE COOPERATIVE MODEL 

• Membership is limited to park residents - one membership per household 

• Members must own, not rent, their homes 

• Members control the monthly rent 

• Members share equally in the decision-making 

• The park is owned collectively by the cooperative 

• The cooperative holds the mortgage and is responsible for paying debt service 

and operating expenses 

•The elected Board of Directors manages the day-to-day operations of the 

cooperative 

Page 61

BENEFITS TO HOMEOWNERS 

• Long-term security & stabilized lot rents (current 

range is $250-$605 a month) 

• Wealth-building through homeownership and asset 

appreciation 

• Democratic control of park operations, community 

rules and park maintenance 

• Health and safety improvements to park infrastructure 

• Civic engagement 

• Leadership skills development 

Page 62

WHAT MAKES A SUCCESSFUL 

RESIDENT PURCHASE? 

REQUIRED 

• Willing seller & willing residents 

• Available financing 

• Purchase is affordable, as reflected in the required rent increase 

PREFERRED 

• Ability to complete the deal in a reasonable amount of time 

(under 6 months) 

• Low vacancy rate 

• Few to no RVs 

• Seller is able to benefit from the state capital gains tax exemption 

• Few infrastructure improvement necessary (or significant grants 

available for capital improvements) 

Page 63

TYPES OF FINANCING NEEDED 

• Pre-development loans 

• Permanent loans with and without tax credit subsidies 

• First and second position financing 

• Covers infrastructure improvements 

• State, city or county subsidy 

• Park income for ongoing operations (may require a 

rent increase). 

Page 64

PRESERVATION STATISTICS 

Horizon Homeowners 

Coop 

Green Pastures 

Senior Coop 

Saunders Creek 

Homeowners Coop 

Vida Lea Community 

Coop 

Clackamas River 

Village Coop 

Location McMinnville, OR Redmond, OR Gold Beach, OR Leaburg, OR Clackamas, OR 

Purchase Price $1,200,000 $1,400,000 $900,000 $1,275,000 $5,000,000 

Capital Improvements $550,000 $50,000 $380,000 $350,000 $117,000 

Community Type 

Non-rural, Family, Ag 

worker 

Non-rural, Senior 

Rural, Family 

(predominately Senior) 

Rural, Senior 

Non-rural, Family 

Number of Spaces 30 51 43 33 76 

Lenders 

CASA-$750k 

Shorebank-$621k 

OHCS - $600k 

7-year Refinance: 

NOAH - $1.1mm 

CASA - $100k 

NOAH-$1.05mm 

CASA-$463k 

OHCS-$100k 

Annual Incomes 81% under 40% AMI 83% under 60% 

AMI 

CASA-$500k 

RCAC-$265k 

OHCS-$600k 

NOAH-$530k 

CASA-$435k 

OHCS-$600k 

ROC Capital-$5.4mm 

80% under 80% AMI 98% under 80% AMI 66% under 80% AMI 

Preservation price per 

space 

$65,700 $31,627 $31,744 $47,424 $71,053 

Page 65


West-Side Pines Coop 

Bella Vista Estates 

Coop 

Umpqua Ranch Coop 

Dexter Oaks Coop 

Location Bend, OR Boardman, OR Idleyld Park, Or Dexter, OR 

Purchase Price $3,650,000 $3,150,000 $2,900,000 $1,300,000 

Capital Improvements $63,000 $118,000 $2,000,000 $16,000 

Community Type Non-rural, Family Rural, Family, Ag 

worker 

Rural, Family 

Rural, Family 

Number of Spaces 71 127 110 39 

Lenders 

NOAH-$2.6mm 

CASA-$639k 

OHCS-$600k 

City of Bend-$200k 

Banner Bank-$2.3mm 

RCAC-$750k, 

CASA-$500k 

Banner Bank-$2.52mm 

OHCS-$2.5mm 

CASA-$225k 

OHCS-$1.56mm 

CASA-$175k 

Annual Incomes 65% under 80% AMI 79% under 80% AMI 65% under 80% AMI 60% under 80% AMI 

Preservation price per 

space 

$56,887 $27,952 $47,500 $44,487 

Page 66


2008-2016 

$9 million in Oregon Affordable Housing Tax Credits for 

resident-owned cooperatives = $15,517/space 

$6.56 million in OHCS Grants for resident-owned 

cooperatives = $11,310/space 

Preservation of 580 manufactured housing spaces = 

$26,827/space in OHCS investment for MH 

Homeownership 

Page 67

CONTACTS 

Chelsea Catto 

MHCD Program Director 

chelseac@casaoforegon.org 

503-537-0319 ext. 300 

Teri Smith 

MHCD Program Manager 

tsmith@casaoforegon.org 

503-537-0319 ext. 316 

Page 68

MANUFACTURED HOUSING IN OREGON 

285,000 residents 

140,000 homes 

>1,000 communities* 

Page 69

~50% PREDATE 1976 CODE 

Page 70

REPLACEMENT IS HARD 

•Lack of financing 

available 

•Low income residents 

•Predatory lending 

•Higher-than-expected 

costs—subsidy 

needed 

•On fee-simple, 

replacement working 

(sorta) 

Page 71

REHAB IS HARD (IN PARKS) 

•Lack of financing 

available 

•Ineligible for most 

subsidized rehab 

programs 

•No security interest 

•Costs can exceed 

value 

•CDBG can work, but… 

Page 72

PRESERVATION IS IMPORTANT 

•Park closure = 

disaster 

•State funds slow 

•Infrastructure 

challenging 

•NP model vs CASA 

model 

Page 73

NEIGHBORWORKS UMPQUA 

Arthur Chaput | Director of Housing Rehabilitation 

NeighborWorks Umpqua 

Building Homes, Building Communities, Building Lives | nwumpqua.org 

605 SE Kane Street | Roseburg, OR 97470 | 541-673-4909 |achaput@nwumpqua.org 

Page 74


AROUND THE STATE 

http://arcg.is/2gRaWht 

Page 75

QUESTIONS? 

Page 76

Housing Stability Council

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