disability integration - · pdf filecommunity-based treatment for ... • 2010: frank...

Disability Integration:

811 & ODMSD Roundtable

Who are we?



Taylor Koch

Senior Asset Manager

OHFA

Your Moderators

Diane Alecusan

Project Administration Manager

OHFA


Your Panelists

Jeannette Welsh

Housing Manager

ODODD

Doug Bailey

Community Capital Manager

OhioMHAS

Emily VanBuren

Housing Policy Manager

ODM

Strategy Session

What’s the problem?

How are we helping?

How are referrals made?

Property Showcase!

How do I apply?

1

2

3

4

5


Roundtable Agenda

Why?


Strategy Session

shortage in housing that is both affordable and accessible

too few housing subsidies to meet the demand

reluctance among some landlords to rent to people with disabilities

lack of knowledge among health agency staff about available

housing assistance and resources


Strategy Session

1.6 million or 14%Ohioans with at least one disability


Strategy Session

1 in every 5In many Appalachian counties


Strategy Session

23%Individuals with disabilities living

below the federal poverty line

14%Individuals without disabilities living

below the federal poverty line


“…States are required to provide

community-based treatment for

persons with mental disabilities

when… such placement is

appropriate.”

Olmstead v LC, 1999

Elaine Wilson and Lois Curtis


How are we helping?


Strategy Session811 & ODMSD Roundtable

811 PRA

• HUD-funded

• Project-based subsidy

program for ELI individuals

with disabilities

• Mix of accessible and non-

accessible units

ODM Subsidy Demo

• Funded by Medicaid

• Project-based subsidy

program for ELI individuals

with disabilities

• Only accessible units

Strategy Session

What is 811?


1990

1987

1962

1959 2010Expanded

Definition

Section 202 15% of 202

Old 811

New 811

Strategy Session

What is 811?


2010

New 811

Strategy Session

What is 811?

• 2010: Frank Melville

Supportive Housing

Investment Act

• 2014: NOFA

• 2015: Cooperative

Agreement with HUD

• 2017: First 811 Units


Strategy Session

What is 811?

• Rental Subsidy: Covers difference between 30% of income and 50% rent limit

• Target Population: Extremely low-income (<30% AMI) individuals with disabilities

• Support Services: Provided by HOME Choice or other Medicaid waiver program

• Unit Creation: Designated through LIHTC program or eligible existing units

• Unit Goal: 485 units by 2023, as noted in the Cooperative Agreement

• Tenant Matching: Referral process through SocialServe database


Strategy Session

• Guaranteed income from rental subsidy at 50% AMI rents

• Guaranteed subsidy for five years

• Tenants are supplied to you—no need to seek individuals from target population

• Vacancy payments in case tenants cannot be matched

• Supportive services paid for by Medicaid, not the owner

Owner Benefits

Disability Integration Roundtable811 & ODMSD Roundtable

• Meets Section 504 requirements (5% of units 504 accessible)

• Undergo a Phase I ESA and OHFA Environmental Review (unless already HUD assisted)

• Cannot already be 100% subsidized. Partially-subsidized projects do work.

• Cannot be 100% use restricted for disabled or senior (age 62+) individuals

• Cannot designate more than 25% of units for individuals with disabilities

Property Requirements


• Must sign a 20-year Rental Assistance Contract (RAC)

• Must sign a 30-year Use Agreement for 811-assisted units

• Must use the 811 Tenant Selection Plan for 811 units

• Must fill next available unit with an 811 resident until the total units in RAC are met

• Must use HUD’s TRACS system for requisition of funds from OHFA

Owner Requirements


Strategy Session

How are we doing 811?


Strategy Session

Kensington Square Apartments, Elyria

Existing Units


Strategy Session

Forest City Square Apartments, Cleveland

New and Preserved Units


Strategy Session

Where is 811 in the QAP?

Housing Policy Pools 811 Points Available?

New Affordability ✓

Preserved Affordability ✓

Service-Enriched Housing X

Single-Family Developments X

Strategic Initiatives X


Strategy Session


Criteria for New Affordability Pool Maximum Points

Local Partners 10

Neighborhood Development 5

Impact Initiative 20

Credits per Affordable Unit 10

Extremely Low-Income Targeting 10

Supporting Integrated Communities (811) 5

Subpool Priorities 40

811 Double Down 10

Total 100



811

DOUBLEDOWN

Strategy Session


Criteria for Preserved Affordability Pool Maximum Points

Local Partners 10

Neighborhood Stabilization 30

Impact Initiative 30

Preservation Priorities 5

Credits per Affordable Unit 10

Subpool Priorities 15

Preserving HUD Subsidy (811 Only) 8/15

Total 100


Strategy Session

Unit Goal

0

100

200

300

400

500

2016 2017 2018 2019 2020 2021 2022 2023

Un

its

Un

der

RA

C811 & ODMSD Roundtable

Strategy Session

What is ODMSD?


Strategy Session

What is ODMSD?

Ohio Department of Medicaid Subsidy Demonstration Program

Money Follows the Person (MFP) Rebalancing Demonstration Grant

http://www.mfp-tac.com/


Strategy Session

Home and Community Based Services

Affordable Housing

Accessible Housing


Strategy Session

What is ODMSD?

• Rental Subsidy: Covers difference between 30% of income and 50% rent limit

• Target Population: Extremely low-income (<30% AMI) individuals with disabilities

• Support Services: Provided by HOME Choice or other Medicaid waiver program

• Unit Creation: Designated through LIHTC program only

• Unit Goal: 30 units over three fiscal years (FY16, FY17, FY18)

• Tenant Matching: Same as 811 process


Strategy Session

Owner Benefits

• Guaranteed income from rental subsidy at 50% AMI rents

• Guaranteed subsidy for fifteen years

• Tenants are supplied to you - no need to seek individuals from target population

• Vacancy payments in case tenants cannot be matched

• Supportive services paid for by Medicaid, not the owner


Strategy Session

Property Requirements

• New Construction Family and Senior 9% LIHTC multifamily properties only

• ODMSD units specifically must meet Section 504 requirements

• ODMSD units cannot have other forms of subsidy attached

• Cannot designate more than 25% of units for individuals with disabilities

• Preference for one-bedroom units, but will accept two-bedroom units


Strategy Session

Owner Requirements

• Must sign a 15-year Assistance Contract

• Must register property and report vacancies on SocialServe

• Must use the ODMSD Tenant Selection Plan for ODMSD units

• Must fill next available unit with an ODMSD resident when possible


Strategy Session

Unit Goal

0

50

100

150

200

250

300

350

400

450

500

2016 2017 2018 2019 2020

Un

its


Strategy Session

Differences

ODMSD

15-year subsidy

New LIHTC properties only

504 required for units

30 units over 3 fiscal years

Head of household – 18+ yrs.

No HUD reporting

Apply within AHFA

No additional ER

811

20-year subsidy

New and existing properties

504 required for property

485 units over 8 fiscal years

Head of household – 18-62 yrs.

TRACS reporting required

Separate application process

HUD 811- specific ER


Strategy Session

Similarities

• Income requirements

• Population

• Rental subsidy

• 25% limit

• Supports and services

• Same referral process…


Referral Process


Strategy Session

SocialServe


Strategy Session

SocialServe

Transition Coordinators and Waiver Case Managers


Strategy Session

Ohio Department of Medicaid

• HOME Choice program

• Helping Ohioans Move, Expanding Choice

• For Medicaid recipients transitioning to community from a facility

• HOME Choice Transition Coordinators provide referrals into the system

• Other Medicaid waiver programs

• Provide extra Medicaid services so individuals can live in community

• MyCare Ohio Waiver

• Ohio Home Care Waiver


Strategy Session

SocialServe

CPST and Case Managers

Eligible MHAS population


OhioMHAS

• Individuals leaving institutions on HOME Choice

• Other individuals who receive behavioral health services

• CPST case managers, Board staff and others will provide referrals


Strategy Session

SocialServe

Eligible DODD population

SSAs


Strategy Session

DODD

• Individuals leaving institutions on HOME Choice

• Individuals already in community receiving services

• Options (IO), Level One, and Self-Empowered Life Funding (SELF) Waivers

• All individuals have a Support and Services Administrator (SSA) who provide referrals


Strategy Session

Referral Agent Summary


Transition Coordinators for the

HOME Choice program

Case Managers/Management

Agencies for Ohio’s MyCare Waiver, the Ohio Home Care Waiver, and

Specialized Recovery Services Program

Developmental Disability County

Board Services and Support

Administrators

Mental Health program staff,

including CPST and case managers

Strategy Session

Referral Process

What you see

What’s actually happening


Strategy Session

Referral Process - Overview

1 2 3 4 5 6

Vacancy

notification sent

to OHFA

Waitlist

Manager

searches for

eligible tenant

WM emails

tenant info

to property

manager for

pre-

screening

Property Manager

says YES!

Tenant fills out

application

Tenant has a new

home


Strategy Session

Referral Process - SocialServe

• Centralized database managed by Emphasys Software

• Emphasys will periodically check in with property management staff

regarding unit availability

• OHFA staff will input property information into the system 90 days prior

to placing in service

• Referral Agents need to complete SocialServe training prior to referring

eligible participants. Training TODAY


Strategy Session

Referral Process – Tenant Selection Plan

• Specific to 811/ODMSD units, must not conflict with property TSP

• Only send one eligible tenant per available unit

• Up to two months of vacancy payments to ensure enough time for

participant transition

• If a prospective tenant cannot be matched with a unit in two months,

the available unit can be leased to a tax credit qualifying household


Project Showcase

Crawford Station, MarionDeveloper: Frontier Community Services

Funding Program: 2017 9%

811 Units: 5

Total Units: 46



Arlington Ridge Townhomes, AkronDeveloper: Spire Development / Fairfield Homes


811 Units: 4

Total Units: 46


Audubon Crossing, DaytonDeveloper: The Woda Group

Funding Program: 2016 4% Bond Gap

811 Units: 4

Total Units: 46


Villa San Bernardo, BedfordDeveloper: Testa Enterprises


811 Units: 10

Total Units: 59


DeveloperApproved

811 Units

The Woda Group 14

County Corp 13

Frontier Community Services 11

Testa Enterprises, Inc. 10

Buckeye Community Hope Foundation 5

Renewal Housing Associates/The Orlean Co. 5

East Akron Neighborhood Development Corp 4

Pike MHA 4

PIRHL Developers, LLC 4

Snavely Property Company LLC 4

Spire Development/Fairfield Homes 4

UP Development, LLC 4

H.S.A./Woda 3

Housing Services Alliance, Inc. 3

Renewal Development Associates, LLC 3


Valley Bridge, ToledoDeveloper: National Church Residences

Non-Profit Partner: Friendship New Vision, Inc.

ODMSD Units: 4

Total Units: 70


Parsons Village II, ColumbusDeveloper: NRP Group

Non-Profit Partner: Community Development for All People

ODMSD Units: 3

Total Units: 60


Developer Approved ODMSD Units

The NRP Group 10

National Church Residences 7

TWG Development 3

Application Process


Strategy Session

How do I apply for 811?


Existing Units not

Seeking Points

• Apply anytime!

• Read and sign the 811

Application Guidelines

• Send in the 811 Existing

Property Application

Projects Used for Points

in 2018 9% Round

• Must have 811 Application in

by Jan. 24, before Proposal

• OHFA will issue pre-approval

for 811 projects by Feb. 18


A Word about Double Down

• You may submit several existing

projects to ensure pre-approval

• You may choose to attach any

existing projects from approved

pool to a 9% application

• If a 9% application is denied

credits, 811 projects attached to it

do not need to move forward

Strategy Session

How do I apply for ODMSD?

• Just let us know (in your tax credit application)!


Thank you!

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