1. Having It All:
Combining Affordable Housing &
Historic Preservation
SNEAPA Workshop Session
Friday October 18, 2013
Judy Tymon, AICP
Town Planner, Town of North Andover
2. WHAT THE %$%^&#@! - Judy
ďYou mean this in not the ETHICS
SESSION???
ďNo, but we have prizes and you donât need
to be ethical to win one!
3. Combining Affordable Housing &
Historic Preservation
ďAffordable Housing & Historic Preservation
Are Natural Fits
ďTools are available to make it work
ďTwo Projects â Different Communities
4. Combining Affordable Housing &
Historic Preservation
⢠Tools are available to make it work
ďPartnerships
ďFor Profit Builders & Non-Profit Organizations
ďCooperation & Compromise
ďWith Historic Commissions
ďWith Elected Officials
ďWith Neighbors
ďFunding
ďAffordable Housing Tax Credits â Larger Projects
ďLocal, State & Federal Funding â Smaller Projects
5. Affordable Housing & Historic
Preservation
ďTwo projects in two different communities
ďNewburyport, MA
ďSmith Hill, Providence, RI
ďMany Similarities
ďMany Differences
9. Newburyport & Smith Hill, Providence
Demographic Differences
Population Median
Household
Income
Households
Below
Poverty
Ethnicity
Smith Hill
6,216
$21,432
14%
White 14%
Newburyport
17,416
$76,300
5.8%
White 96.4%
11. 11 Market St. Architect
ďAndrew Sidford, AIA, LEED
ďWorked on Original Renovation in 1998
ďCame back in 2006
ďKey Player â Visualized the Finished Product
ďHow to Expand and Keep Affordability
ďNewburyport Business Owner & Resident
ďYWCA member
12. 11 Market St. Newburyport
ďExpansion from 5 to 10 Units
ďNeighborhood Compatibility
ďCombining the Old and the New
ďCreating Livable Space
ďCompromise & Cooperation
ďNewburyport Historic Commission
ďThe Client â YWCA Newburyport
30. YWCA Greater Newburyport &
LD Russo
ď Both Sides Need a Partner
ď Non-Profit Property Owner
ďKnows the Needs of Residents
ďIn-House Expertise on Staff
ďAccess to Properties
ď For-Profit Developer:
ďNavigate State Funding Resources
ďInvolved in Design & Budget Phase
ďHave Experience with Affordable Housing Projects &
One-Stop Application
31. Partnership
ďJohn Feehan
ďExecutive Director YWCA Since 2009
ďSocial Services & Financial Administration
Expertise
ďNat Russo
ďVice-President @ LD RUSSO
ďNewburyport Resident
ďYWCA Member
32. Partnerships Work
ďPolitical Leaders
ďKeep them in the Loop
ďThank You at Every Opportunity
ďKeep Neighbors Involved
ďTours of the Site & Building
ďKeep Donors In the Loop
ďProvide Private Tours
33. Partnerships Work
ďRespect Each Others Knowledge Base
ďLearn from Each Other
ďBoth Have Ownership of the Project
ďOwnership & Knowledge = Control
ďTRUST is Key
ďFind New Sources of Funds
34. Partnerships Work
ďAfter the Ribbon is Cut - MANAGEMENT
ďDonors Wonât Fund Projects Not Properly
Managed
ďMaintain a Capital Reserve for Future
Repairs
ďKeep the Board Informed
ďThey Inform the Community
37. Affordable Housing Tax Credits
Tax
Bracket
$ Credit/Deduction Actual Tax
Reduction
Credit
15%
$1000
$1000
Deduction
15%
$1000
$150
⢠Credit vs. Deduction
⢠Credits: Subtracted directly from tax
liability
⢠Deduction: Subtracted from total income
38. Affordable Housing Tax Credits
⢠Feds Allocate to the States
⢠Stateâs Responsibilities:
ďCreate a Plan
ďServe the lowest income families
ďMaintain Affordability
ďAllocate funds in timely manner
39. Affordable Housing Tax Credits
⢠Credits claimed annually over 10 year period
ďDeveloper sells credits to for-profit investor
ďInvestors Create Limited Liability Corporation:
ďA General Partner
ďLimited Partner
41. Dedicated to the design and health of the
community as a whole
Who We Are
42. We believe that our public places, neighborhoods and
individual structures are the stage on which the life of
the community is expressed and that the design of
these places can either strengthen or detract from civic
life.
44. HOUSING IS ONE OF THE MANY WAYS
IN WHICH WE HELP DESIGN, BUILD
AND REPAIR COMMUNITIES.
INTERCHANGABLE TERMS?
AFFORDABLE HOUSING
LOW-INCOME HOUSING
WORKFORCE HOUSING
45. WORKFORCE HOUSING
Brown & Sharpe Manufacturing â incorporated in 1868
ď
ď
ď
Makers of Precision Tools and Instruments
Great prosperity during the war times WWI & II, Korean War
9,000 employed at one time during WWII, operating 24hrs/day
46. circa 2013 - The Foundry
ď
ď
ď
ď
National Register of Historic Places
Commercial and Residential (The Promenade) Complex
50 companies and 2,000 employees
13 buildings on 26 acres in the heart of Providence
47. Workforce Housing Types on Smith Hill
Triple-Deckers
Goddard Street
11 Single âFamily Cottages
7 Single âFamily Cottages
Duke Street
Bath Street
7 Single âFamily Cottages
Lydia Street
48. BUILDING AFFORDABLE HOUSING IS A VERY COMPLICATED AND
COMPLEX PROCESS REQUIRES A HUGE COLLECTIVE EFFORT.
THE PROCESS IS A COLLABORATION AND TEAM EFFORT BY:
FINANCERS: LOCAL, STATE, FEDERAL AND PRIVATE
SOURCES
DEVELOPMENT CONSULTANT
LEGAL COUNSEL
DESIGN PROFESSIONALS:
CIVIL, STRUCTURAL, MEP/FP ENGINEERS
LANDSCAPE ARCHITECT
ENVIRONMENTAL CONSULTANT
TRAFFIC ENGINEER
ARCHITECT
49. NOT ONLY IS THERE THE DESIGN TEAM, THERE IS ALSO THE
MULTIPLE REGULATORY AGENCIES, LOCAL ORGANIZATIONS AND
POLITICIANS WHO NEED TO BE INVOLVEDâŚ
REGULATORY REVIEW AND ANALYSIS TO UNDERSTAND:
⢠CONSTRAINTS & LIMITATIONS
⢠NEEDS OF THE COMMUNITY OUTLINED IN COMPREHENSIVE
PLAN
⢠APPROVAL PROCESS & HELP THE CLIENT NAVIGATE IT
50. MEET WITH STAKEHOLDERS WITH
CONCEPT PLAN TO GET FEEDBACK:
⢠FIRE MARSHAL
⢠POLICE CHIEF
⢠TOWN PLANNER(S)
⢠DEPARTMENT OF PUBLIC WORKS
⢠POLITICAL DECISION MAKERS
⢠HISTORIC REVIEW BOARDS
51. Founded in 1992
Mission is to create quality affordable housing
And mixed use developments; as well as the
Promotion of economic development and
neighborhood improvement in Smith Hill and
neighboring communities.
76. Funding â Who Has the Money?
ď Local Sources
ď
ď
ď
ď
ď
ď
ď
ď
CPA Funds
Housing Trust Funds
CDBG
Local HOME Funds
Affordable Housing Tax Credits
State Funds for Affordable Housing
Grants from Foundations
All of the Above
77. Partnerships
ďFor-Profit Developers & Non-Profits Agencies
ďHistoric Commission/Preservation Society
ďPlanning Office
ďArchitect
ďNeighbors & Community
78. Cooperation & Compromise
ďKnow Your Neighbors & Abutters
ďThey are Your Friends & Potentially Biggest
Supporters
ďMake Friends with the Historic Commission
ďKnow Your City Councilors & Selectmen
ďThey are also potential friends and supporters
ďParking, Parking Parking
ďDonât underestimate Parking Issues
79. THANK YOU!
SNEAPA Workshop Session
Friday October 18, 2013
Judy Tymon, AICP
Town Planner, Town of North Andover