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HomeMy WebLinkAboutCouncil Provided Information - 1/13/2026SALT LAKE CITY COMMUNITY REINVESTMENT AGENCY ACCESSORY DWELLING UNIT (ADU) FINANCING PROGRAM TERM SHEET MODIFICATION CRA BOARD OF DIRECTORS MEETING – JANUARY 13, 2026 REQUEST After discussions with CDCU in negotiating program documents, CRA staff and CDCU are requesting to modify the term sheet. This memo requests Board approval through resolution to remove two program terms in the CRA’s Accessory Dwelling Unit (ADU) Financing Program: 1.CDCU’s right of first refusal on all borrower homes 2. Partial loan forgiveness BACKGROUND •Timeline o NOFA released July 2024 o Proposals received September 2024 o Proposals ranked October 2024 o Applicant recommended November 2024 by CRA Finance Committee o Applicant selected December 2024 by CRA Board o Program term sheet approved March 2025 by CRA Board •$2.9 million available o $1.9 million - 9-Line only o $1 million - Unrestricted PROGRAM HIGHLIGHTS •Program is managed by Community Development Corporation of Utah (CDCU) •Program offers financing and income and affordability verification •Program provides construction to second mortgage loan that is available to either: o (1) homeowners earning up to 80% of AMI and renting their ADU at market rate, or o (2) homeowners earning greater than 80% of AMI and renting their ADU at a rate affordable to renters earning 80% of AMI or less. •Program will utilize the full $2.9 million in CRA funds to pay for program servicing, a loan loss reserve fund, and a revolving loan fund. •Program will finance 15-20 ADUs. CDCU PROGRAM DETAILS Loan Terms Up to $200,000 30-year amortization 5-year term with 5-year extension option 3% fixed rate $2,000 origination fee Interest only for first 12 months with a capitalized construction period interest reserve funded from loan proceeds. Forgiveness Terms Up to 10% of the loan balance forgiven for homeowners whose ADUs are rent-restricted to 80% AMI or below Other Services Included Required participation in good landlord training and financial counseling programs. Use of RDA Funds Revolving loan fund Loan loss reserve Program servicing Affordability Compliance In-house, $200/yr fee paid by borrower Marketing Web, social media, events, and community partnerships ANALYSIS 1.Market rents for 1-bedroom ADUs in Glendale or Poplar Grove are closer to 55% of Area Median Income (AMI) affordability. Restricting rents to 80% AMI affordability is unlikely to cause loss of potential rental income. 2.A homeowner renting at 55% AMI affordable rents should be able to operate their rental ADU with an acceptable market return. 3.Loan forgiveness results is a taxable event that would require the CRA and CDCU to distribute IRS forms to each borrower and result in additional administrative burden. ANALYSIS CONSIDERATION After discussions with CDCU in negotiating program documents, CRA staff and CDCU are requesting to modify the term sheet. This memo requests Board approval through resolution to remove two program terms in the CRA’s Accessory Dwelling Unit (ADU) Financing Program: 1.CDCU’s right of first refusal on all borrower homes 2. Partial loan forgiveness