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Transmittal - 3/1/2024 SALT LAKE CITY CORPORATION 451 SOUTH STATE STREET, ROOM 118 WWW.SLC.GOV · WWW.SLCRDA.COM P.O. BOX 145518, SALT LAKE CITY, UTAH 84114-5518 TEL 801-535-7240 · FAX 801-535-7245 MAYOR ERIN MENDENHALL Executive Director DANNY WALZ Director REDEVELOPMENT AGENCY of SALT LAKE CITY DATE: March 1, 2024 PREPARED BY: Lauren Parisi & Tracy Tran, RDA Senior Project Managers RE: FY 2024-25 Housing Development Funding Strategy REQUESTED ACTION: Briefing on the FY 2024-25 Housing Development Funding Strategy POLICY ITEM: Affordable Housing BUDGET IMPACTS: N/A EXECUTIVE SUMMARY: The Redevelopment Agency of Salt Lake City’s (“RDA”) Housing Allocations Funds Policy (“Funds Policy”) establishes guidelines for allocating and directing resources for the development and preservation of housing by funding source. Additionally, the RDA’s Housing Development Loan Program (“HDLP”) Policy creates a program that centralizes the application, underwriting, and approval process across all funding sources, providing a one-stop-shop for community partners to access gap financing for the development and preservation of affordable housing. Both policies contemplate that annually, prior to the annual budget process, the RDA shall present to the Board a Housing Development Funding Strategy (“Funding Strategy”) that includes: • A projected amount of revenue to be allocated to each Housing Fund for the upcoming fiscal year (approved as a part of RDA budget) • Proposed housing funding priorities (“Funding Priorities”) for the upcoming fiscal year (approved as separate resolution) • Proposed funding allocations for specific housing activities (i.e. gap financing loans, property acquisition, etc.) for the upcoming fiscal year (approved as a part of RDA budget) This memo reviews the Funding Priorities and housing activities adopted in Fiscal Year 2023-2024 (“FY 24”) as well as the proposal for Fiscal Year 2024-2025 (“FY 25”). The projected revenue to be allocated to each of the four Housing Funds (Primary Housing Fund, Secondary Housing Fund, Westside Community Initiative Fund and Housing Development Fund) as well as allocations of funding to each housing activity will be brought back to the Board as a part of the annual budget discussion. The RDA Board of Directors (“Board”) may wish to discuss the proposed Funding Priorities and housing activities as described in this memo and provide any feedback or direction on potential funding levels to certain housing activities when the budget is brought for their review. 1 BACKGROUND: FY 24 Annual Housing Funding Strategy Progress/Outcomes – Last year, the Board adopted four housing funding priorities including family housing, deeply affordable housing, missing middle housing and affordable homeownership to guide housing funding decisions for the rest of the fiscal year. Progress has been made to further each of these priorities as follows: Priority Objective Activities Implementation Impact/Status Affordable Family Housing Provide opportunities for families to enjoy the many benefits of urban living by encouraging the development of affordable housing that is more conducive to larger household sizes. Family housing is generally defined as units with three or more bedrooms. HDLP, property acquisition/dispositi on, shared equity Threshold requirement for HDLP*, higher weighted score in HDLP The total units funded will be available after the RDA Board reviews the funding allocations for the competitive HDLP applications at an upcoming meeting. Deeply Affordable Housing Expand the availability of units for extremely low- income households, thereby providing housing options for individuals or families that are homeless or at risk of homelessness. Deeply affordable housing is generally defined as housing affordable to those earning 40% of the area median income (AMI) or below. HDLP Threshold requirement for HDLP*, higher weighted score in HDLP The total units funded will be available after the RDA Board reviews the funding allocations for the competitive HDLP applications at an upcoming meeting. Missing Middle Housing Promote an array of housing forms to diversify the City’s housing stock and provide more affordable living ADU assistance Released RFI to facilitate construction of ADUs. Higher weighted score in HDLP* In August of 2023, Procurement advised the RDA to release a request for information (RFI) regarding how vendors could help the city 2 options for residents. facilitate the construction of ADUs. Six responses were received that highlighted the need for flexible financing for construction and utility work, education regarding zoning and becoming a landlord, standardized production, and pre-vetted contractors among other items. The RDA is working to utilize this information to put out an ADU RFP or NOFA in the 9 Line as soon as feasible. RDA Staff will return to the Board as progress is made on this item. Wealth Building Opportunity Facilitate the ability for low-moderate income households to build wealth through different pathways such as homeownership, supplemental income opportunities, stipends for renters, cooperative housing, and other wealth building models. Allocation of funds for wealth building. Allocation of Funds. Higher weighted score in HDLP Through the City’s American Rescue Act Plan (ARPA) funds, the RDA Board allocated $10 million to the Perpetual Housing Fund of Utah, LLC to purchase a property and to develop additional projects that carry out a tenant wealth building program. RDA staff is working through legal agreements to close on the funds and will finalize once conditions of the approval have been met. *In addition to this requirement, all HDLP applicants must comply with the RDA’s Sustainable Development Policy which requires all new construction and rehab projects receiving $900,000 or more in funding must the following: • Energy Star score of 90+ • 100% electric (no on-site fuel combustion) • Participation in Salt Lake City’s Energy Benchmarking Program 3 Housing and Data Snapshot 4 Citywide Housing Plans and Goals The RDA is guided by and charged with implementing citywide plans and goals. Additionally, the RDA is guided by its own project area plans, Guiding Framework and Livability Benchmarks. Current housing plans and goals that the RDA’s annual Housing Development Funding Strategy should consider include: Mayor Mendenhall’s 2024 Goals •Begin implementation efforts on the 16 priorities outlined in Thriving in Place’s two-year action plan. •Create and submit to the RDA Board a program to support the creation of more Accessory Dwelling Units. •Explore funding resources and program ideas to preserve naturally occurring affordable housing with the goal of keeping people in their homes and stabilizing neighborhoods. Housing SLC (Citywide 5-year housing plan) – Strategies •Support projects that allow tenants to build wealth and/or gain equity in their building based on tenure 5 • Work with community development partners to acquire priority properties for permanently affordable housing • Continue to release housing funds through Redevelopment Agency of Salt Lake City (RDA) for development or acquisition of moderate income housing. • Utilize Inland Port Housing Funds (pursuant to Utah Code Section 11-58-601(6)(b) of the Inland Port Act) and other housing set-aside funds received by the Redevelopment Agency (RDA) to expand affordable housing options, including tenant equity opportunities throughout the city, especially on the west side • Develop a financing program for low-income homeowner Accessory Dwelling Unit (ADU) construction • Promote the development of affordable family-sized housing units with 3+ bedrooms • Establish at least one housing and transit reinvestment zone (HTRZ) in the city • Expand workforce, artist, and essential worker housing, up to 125% AMI, so that these populations can live in the city in which they serve • Provide funding for programs and/or initiatives that build wealth and/or provide equity sharing opportunities for residents Thriving in Place (anti-displacement framework) – Strategic priorities relevant to the RDA include: • Protect tenants from displacement, especially the most vulnerable o Help tenants become owners. • Preserve the affordable housing we have o Acquire and rehabilitate unsubsidized housing o Invest in Community Land Trust Models • Produce more housing, especially affordable housing. o Create more diverse housing choices in all areas o Utilize publicly owned property o Prioritize long-term affordability, support services, and transit access. • Expand Capacity for tenant support and affordable housing o Develop new funding sources and leverage existing resources RDA Livability Benchmarks (3 of 21 benchmarks) • Ownership – Encourage the creation of opportunities for residents/business owners to building wealth and/or establish permanent roots through affordable home/commercial ownership. • Housing for Everyone – Promote housing for families, underserved populations and extremely low income. • Affordable Commercial Spaces – Projects are mixed-use and include spaces within the development for commercial uses. Housing Funds Housing funds within the RDA’s various housing funds for the upcoming fiscal are currently not available and will be shared when available. 6 ANALYSIS: FY 25 Proposed Funding Priorities – Reviewing city plans, current housing data, commercial data, and remarks from the RDA Board, housing funding priorities and associated activities have been proposed to guide FY 25. To make the greatest impact, staff recommend limiting the adopted Funding Priorities to four or fewer. To note, staff determined that FY 24’s Funding Priorities are still very relevant in addressing the city’s current housing needs. Many of the programs and initiatives introduced in the last two fiscal years to further each FY 24’s Funding Priorities are currently underway or ongoing and more time is needed for implementation. For these reasons, the proposed priorities are very similar to last year’s proposal. 1. WEALTH BUILDING OPPORTUNITY – This priority supports different forms of wealth building opportunities for low-moderate income households. Although homeownership is a path to wealth building, it is not the only form that the RDA could potentially support to help individuals and families meet this goal. Wealth building can be accomplished through different forms of shared equity models such as rental subsidies where tenants earn a portion of a development’s return and community land trust models. Supporting ADUs also supports wealth building by supporting mortgage payments and increasing income and property values. This priority will encompass a variety of options for residents to build wealth. 2. AFFORDABLE FAMILY HOUSING WITH AMENITIES FOR CHILDREN – This priority promotes affordable, larger housing units for tenant populations with children that have at least three or more bedrooms and includes amenities for children. There is a need for affordable family- sized units, especially as more families look outside of Salt Lake City boundaries for affordable housing options and enrollment in Salt Lake City schools decreases. Per the interlocal agreements with the School District for the State Street and 9 Line project areas, the RDA must also prioritize affordable family and workforce housing described as: • Affordable Family Housing: Development of new housing units that include 3+ bedrooms and are affordable to households at or below 80% of the area median income as defined by the U.S. Department of Housing and Urban Development. • Workforce Housing: Development of new housing units affordable to low and middle- income workers, including teachers and school district employees. 3. DEEPLY AFFORDABLE HOUSING – This priority promotes housing units affordable for those earning 40% AMI and below. While the city has made progress facilitating the development of deeply affordable units, there is still a shortage of over 5,500 units for those earning 30% AMI or less in particular and it’s proposed to continue to promote this priority through FY 25 (Housing SLC - Housing Needs Analysis). 4. NEIGHBORHOOD COMMERCIAL AND SERVICES – This priority ensures that as housing continues to be built throughout the City, residents and neighbors continue to have access to 7 neighborhood services and amenities such as daycares, restaurant, and retail spaces. These commercial and retail spaces should not be exclusive to the housing development. For permanent supportive housing projects targeting 30% AMI, onsite supportive services may be substituted for commercial retail space. FY 25 Proposed Housing Activities – To encourage the incorporation of the four proposed Funding Priorities in RDA-funded housing projects, RDA staff proposes allocating funding to the following activities and tactics as part of the RDA’s FY25 budget. Some of the housing activities may achieve multiple Funding Priorities. See Figure 2 for summary. HOUSING ACTIVITIES HOUSING PRIORITIES Wealth Building Opportunity Affordable Family Housing and Amenities for Children Deeply Affordable Housing Neighborhood Commercial and Services Equity Building NOFA: With the primary goal of removing barriers to wealth building and creating generational wealth, the RDA will release a notice of funding availability (NOFA) to support external programs and/or developments that build equity for lower- moderate income individuals and families. This model could take on different forms such as a shared profit, shared equity program, or mortgage assistance. There are various community organizations with programs that support wealth building and homeownership in need of financial assistance where the RDA could leverage existing funding, which is why the RDA is proposing this approach as opposed to creating a new program. Guidelines with funding objectives will be released in conjunction with the NOFA and proposals will be reviewed on a competitive basis. The RDA will release a request for proposals (RFP) prioritizing the inclusion of homeownership products and/or a shared equity component on the West Montrose site ✓ ✓ 8 located off the northeast corner of 800 South and 300 West. This site is approximately two acres and could potentially accommodate a significant number of units. ADU Financing Program: The RDA will continue to work towards developing an RDA program to facilitate the construction of ADUs, with initial focus on the 9 Line Project Area. This activity could provide a wealth building opportunity for homeowners in the 9 Line area. Land Acquisition/Disposition: The RDA will release requests for proposals (RFP) on RDA- owned land. For properties that contemplate housing as a land use, the RDA may require that affordable family-sized units, deeply affordable units, and/or neighborhood commercial and services are incorporated within proposals. Additionally, the RDA has been actively looking to purchase properties to implement RDA goals. ✓ ✓ ✓ ✓ Housing Development Loan Program(“HDLP”): The HDLP is a gap financing program for affordable housing developments. The RDA releases funds annually through a competitive Notice of Funding Availability (NOFA). Similar to the last two years, at least 10% of a development’s units must be deeply affordable or affordable family-sized with amenities for children to qualify for the RDA’s competitive NOFA. In addition, neighborhood commercial and services will also be a requirement for the HDLP. All the project priorities will also be weighted heavier as a part of the competitive NOFA review process. ✓ ✓ ✓ ✓ 9 NEXT STEPS: • The RDA Board should consider whether the proposed Funding Priorities align with their goals for the upcoming fiscal year. • The finalized Funding Priorities will be brought back for the Board’s consideration to adopt via resolution in April. • RDA staff will present the final Funding Strategy to the Board as a part of the budget presentation, which includes the projected amount of revenue to be allocated to each of the four housing funds. The Board should consider whether to adopt the final Funding Strategy as part of the annual budget adoption process. ATTACHMENTS: Attachment A – Data Attachment B – RDA Affordable & Mixed-Income Housing Summary: 2010/11 - 2023/24 10 ATTACHMENT A – DATA EXISTING AFFORDABLE HOUSING DATA Current and Future Salt Lake City Deed-Restricted Affordable Housing Developments Map Source: SLC Affordable Housing Pilot Report 11 All City-Supported Affordable Housing Constructed Since 2015 and Future Developments Source: SLC Affordable Housing Pilot Report City-Supported Housing Units Constructed Since 2015 and Future Projects with Allocated Funds 12 SALT LAKE CITY AFFORDABLE HOUSING AND COMMERCIAL TRENDS Source: Census Bureau’s 2017-2022 ACS 5-Year Estimates 13 Source: Census Bureau’s 2017-2022 ACS 5-Year Estimates 14 Salt Lake City Households Source: Census Bureau’s 2017-2022 ACS 5-Year Estimates 15 Household Income Levels Source: Census Bureau’s 2017-2022 ACS 5-Year Estimates 16 Commercial Data Source: Salt Lake County Assessor Source: CoStar Group 17 RDA Affordable Housing Funding Allocations by Fiscal Year RDA Affordable Housing – Other Funding Project Address Project Area Tool FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 Total Artspace Commons 423 W 800 S Granary District TI Reimbursement $48,880 $38,843 $36,237 $38,364 $38,431 $38,813 $21,194 $100,025 $34,000 $394,787 Northgate Apartments 135 S 500 W Depot District TI Reimbursement $802,648 $838,207 $856,452 $696,064 $708,427 $586,103 $426,209 $521,038 $600,000 $712,922 $653,790 $7,401,860 West Montrose 300 W 800 S West Temple Gateway Acquistion (FY2010)$0 Arctic Court 528 N Arctic Ct West Capitol Hill Acquistion $200,000 $200,000 Housing Trust Fund HTF Transfer $109,000 $208,578 $124,350 $899,902 $518,393 $0 $3,000,000 $4,860,223 $960,528 $1,085,628 $1,017,039 $1,834,330 $1,265,251 $624,916 $3,447,403 $621,063 $634,000 $712,922 $653,790 $0 $0 $12,856,870 ATTACHMENT B - RDA AFFORDABLE HOUSING SUMMARY: 2010/11 -2023/24* 1 RDA Affordable Housing Development Details *Developments funded in FY 2023-24 will be added after the Board has approved funding allocations through the Housing Development Loan Program