iz workshop 2014: b3 getting units to count
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GETTING UNITS TO COUNT
Elizabeth Rust, Regional Housing Services Office
Inclusionary Zoning ConferenceMay 14, 2014
Counting Units – The Life Cycle
1. Permit Units
2. Create Units
3 Occup
y Units
4. Count Units
5. Monit
or Units
All Stages of the
LifecyclePlay a Role
Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014
Permit Units Permit Units
Create
Units
Occupy
Units
Count
Units
Monitor
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)
First opportunity to include on SHI
Counting Life
Cycle
Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014
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
Occupy
Units
Count
Units
Monitor
UnitsCounting
Life Cycle
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
Permit
UnitsCrea
te Unit
s
Occupy Units
Count
Units
Monitor
Units
Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014
Counting Life
Cycle
Permit
UnitsCrea
te Unit
s
Occupy
Units
Count
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
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
Permit
UnitsCrea
te Unit
s
Occupy Units
Count Units
Monitor Units Counting
Life Cycle
New Regional Housing Services Model
Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014
Entire Life Cycle
Permit Units
Create Units
Occupy Units
Count Units
Monitor Units
Establish Framework
Construct as Planned
House residents and Transition
Maintain Records
Ensure Compliance
Getting Units to “Count” on the SHI, Inclusionary Zoning Conference, May 14 2014
Counting Life
Cycle