IZ Workshop 2014: B3 Getting Units to Count
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The document outlines the five stages of the life cycle for affordable housing units to count on the Subsidized Housing Inventory (SHI): 1) Permitting units, 2) Creating units, 3) Occupying units, 4) Counting units, and 5) Monitoring units. It describes the key actions needed at each stage, including establishing an regulatory framework, finalizing plans, inspecting and monitoring construction, marketing and leasing units, updating inventories, and ongoing compliance monitoring. The entire process aims to get affordable housing units counted initially and kept on the SHI over time.
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IZ Workshop 2014: B3 Getting Units to Count
- 1. GETTING UNITS TO COUNT Elizabeth Rust, Regional Housing Services Office Inclusionary Zoning Conference May 14, 2014
- 2. Counting Units – The Life Cycle 1. Permit Units 2. Create Units 3 Occupy Units 4. Count Units 5. Monitor Units All Stages of the Lifecycle Play a Role Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014
- 3. Permit Units Permit Units Create Units Occup y Units Count Units Monit or Units Be Specific Require that units count Establish Regulatory Framework Number of units, affordability requirement Program, rents/prices, resident selection Finalize Plan Physical: Specifications, unit disbursement, site plan Project: Conveyance and governance, condo budget Get Units on SHI (40B only) Counting Life Cycle Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014
- 4. Create Units Inspect Units Verify affordable unit specifications Monitor Construction Contribute local funds if applicable Obtain schedule Complete Regulatory Documents Obtain approvals from Subsidizing Agency Record Affordable Housing Restriction and/or Regulatory Agreement Keep Units on SHI Provide building permits (40B Units) Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014 Counting Life Cycle Permit Units Create Units Occup y Units Count Units Monit or Units Counting Life Cycle
- 5. Occupy Units Market Units Partner with Agent Outreach to Local Market Obtain Occupancy Permit Satisfy permit conditions Establish Condominium Association Transition to Monitoring Agent Identify the Agent Get (or Keep) Units on SHI Provide evidence of occupancy Permi t Units Creat e Units Occupy Units Count Units Monit or Units Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014 Counting Life Cycle
- 6. Permi t Units Creat e Units Occup y Units Cou nt Units Monitor Units Count Units FINALLY!! Update the Inventories State AND Local Verify SHI Check in with DHCD Publish Periodic News Stories to Public Take Credit! Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014 Counting Life Cycle
- 7. Monitor Units Cooperation between Monitoring Agent, Municipality, and Resident Monitoring Ownership Units Verify activity at Registry Ensure unit is primary residence Approve refinancing requests Resell unit Monitoring Rental Units Annual rent review Tenant income certification Periodic site visits Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014 Permi t Units Creat e Units Occupy Units Count Units Monitor Units Counting Life Cycle
- 8. New Regional Housing Services Model Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014
- 9. Entire Life Cycle Permit Units Create Units Occupy Units Count Units Monitor Units Establish Framework Construc t as Planned House residents and Transition Maintain Records Ensure Compliance Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014 Countin g Life Cycle