Annual Affordable Housing and Community Development Conference
17th Annual San Diego Affordable Housing &
Community Development Conference
"Challenges, Changes & Opportunities"
Friday, October 17, 2008
8:00 a.m. - 3:45 p.m.
Point Loma Nazarene University
3900 Lomaland Drive
San Diego, CA
2008 Title Sponsors
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Conference Program
Welcoming Remarks
Arnulfo Manriquez
President, San Diego Housing Federation
Keynote Speaker
Richard Gentry, New CEO
San Diego Housing Commission
CONFERENCE SCHEDULE
8:00 - 8:30 Registration & Breakfast
8:30 - 9:30 Welcome & Keynote Speaker
9:30 - 9:45 BREAK
9:45 - 11:00 Workshop Session I
Design & Development: Low Impact Development-Stormwater Treatment Implementation
This panel discussion will be a review of the new storm water treatment standards set by the Regional Water Quality Control Board and the County of San Diego. The cities within the County of San Diego have already begun implementing these requirements. Our panel will consist of design consultants familiar with the new treatment requirements and how they are affecting design and coordination between the various design disciplines. A general contractor will weigh in on the effects of these new requirements on project costs and a LEED AP professional will aid in the discussion of how to tie these new standards into LEED certification for your projects.
- Mike Schweitzer, SW Engineering, Inc.
- Glen Schmidt, Schmidt Design Group
- Ed Othmer, URS Corporation
- Milo Hama, Allgire General Contractors
PRESENTATIONS/HANDOUTS FOR THIS SESSION:
StormwaterHandout
SDHFAStormwaterPresentation
Housing Finance: MHSA Funding- Using It In San Diego County
The Mental Health Service Act Funding Program (MHSA) administered by CalHFA is now up and running; MHSA funds are now being committed to projects throughout California. At this workshop, find out about program updates and Universal Application nuances, how it is working with state and county mental health agencies, and how user friendly the program can be. A case study of a San Diego rental housing project will be presented.
- Moderator: Kathy Weremiuk, California Housing Finance Agency
- Nan Guevara, California Housing Finance Agency
- Jane Laciste, California Department of Mental Health
- Piedad Garcia, San Diego County Health & Human Services Agency/ Mental Health Services
- Eri Kameyama, Centre City Development Corporation
- Gary Squier, Squier Properties
PRESENTATIONS/HANDOUTS FOR THIS SESSION:
MHSAPresentation
Supportive Housing: Sources of Operating Subsidies in San Diego County
This panel will discuss the funding sources available for on going operations of special needs housing. These sources need to be accurately portrayed in a proforma to receive development funding for the proposed project. This panel will discuss the most common operating subsidies used currently in San Diego County projects. The discussion will include: an overview of the Continuum of Care grant programs and planning processes; public lenders’ perspective on reviewing supportive housing proformas; and funding opportunities for operating subsidies from existing federal, state and local programs. Featured case studies will include MHSA mixed income projects utilizing the CALHFA operating calculator methodology. Speakers will present techniques in how best to structure and input operating sources in a proposed housing project proforma.
- Moderator: Pat Getzel, Pat Getzel & Associates
- Jahi Akobundu, California Housing Partnership Corporation
- Cissy Fisher, San Diego Housing Commission
PRESENTATIONS/HANDOUTS FOR THIS SESSION:
PBV Summary
SHDefined
Corporation for Supportive Housing - Operating Financing- An Introduction
CoCOverviewFINAL
Green Building: Green Beyond the Myth
“Building green is too expensive,” “Lenders don’t back green developers,” “Green products are unreliable.” “Green takes longer.” Urban legends or green truths? Get answers from local developers who have been through the green development process. Drawing from local case studies, the panel will discuss what worked and what didn’t, and present a realistic look at what it takes – in finance, design, and project management - to go green.
- Moderator: Walker Wells, Global Green USA
- Robert Henderson, Henderson Consulting
- Syliva Martinez, Wakeland Housing & Development Corporation
- Beth Brummitt, Brummitt Energy Associates, Inc.
Housing Operations: Security As A Unifying Force in the Communtiy: A Public/Private Partnership
In this session, a case study features the success one San Diego affordable housing complex has had in securing the property to increase quality of life for residents. Learn how a coalition of property management, security guard company and the police are working together to proactively make the community a safer place to live and work after identifying an ideal security system for the complex. This system features a combination of video surveillance, property "talk-down, and video verification. The session will feature before and after statistics on crime and safety issues as well as video footage of property incidents where the deterrence features of the system were able to stop issue escalation.
- Kendell Lang, Sensor Wave Technology
- Martha Enriquez, Logan Property Management
- Tony McElroy, San Diego Police Department
- Jules Arthur, The Amerland Group
Opportunities: Housing & Economic Recovery Act of 2008: Housing & Trust Fund Stabilization Funds
The Housing and Economic Recovery Act of 2008, H.R. 3221, is arguably the most important federal housing legislation passed in the last eight years. The focus of the 75-minute panel will be on helping the audience understand how and when the funding from two new programs will be available to California communities:
The National Housing Trust Fund and The Neighborhood Stabilization Fund. Explore what you need to know about these new federal housing programs and how they will affect San Diego.
- Moderator: Matt Schwartz, California Housing Partnership Corporation
- Danna Fischer, National Low Income Housing Coalition
- Sharon Price, National Housing Conference
- Barry Schultz, San Diego Capital Collaborative
PRESENTATIONS/HANDOUTS FOR THIS SESSION:
2008 TxCr PBV Changes
SchultzPresentation
NSF Highlights
NSFforCA092608
NHTF2
11:00 - 11:15 BREAK
11:15 - 12:30 Workshop Session II
Design & Development: How To Get Brownfields Deals Done in Subprime Times
This panel will focus on state funding sources and regulatory reforms for environmental due diligence and brownfields deals, including the CA Land Reuse Revitalization Act of 2004 (AB 3898) and recent vapor intrusion legislation and technical guidance. There will also be an update on some of the dramatic shifts in the insurance markets in response to the overall financial crises in the global economy.
- Moderator: Dan Johnson, SCS Engineers
- Deana Carrillo, California Pollution Control Financing Authority
- Eliana Barreiros, Redevelopment Agency of the City of San Diego
- Maziar Movassaghi, CA Department of Toxic Substances Control
- Charity O'Sullivan, Marks Risk and Insurance Services, Global Environmental Practice
PRESENTATIONS/HANDOUTS FOR THIS SESSION:
CRAShowMeTheMoneyBrownfields
Housing Finance: Planning for Year 15- Even If It’s Only Year 10
As the end of the tax credit recapture period approaches for many projects, current owners and potential buyers need to plan to preserve the affordability and quality of existing developments. This panel will look at alternative decisions, such as exercise of options, rights of first refusal, purchase and sale of properties or partnership interests and resyndications. In addition, other government agencies that provided financing may have rights regarding ownership and affordability. We will include issues of control, permanent affordability, rehabilitation needs, available financing, approval of existing lenders and regulators, and tax issues.
- Moderator: David Kroot, Goldfarb & Lipman LLP
- Margaret Jung, Goldfarb & Lipman LLP
- Jahi Akobundu, California Housing Partnership Corporation
- Jesse Elton , BRIDGE Housing Corporation
Supportive Housing: Dimensions of Quality in Permanent Supportive Housing
How do you determine or assess the quality of permanent supportive housing? What are the key elements of a quality project? Focus groups convened and identified the dimensions of quality in permanent supportive housing which are: Administration; Management and Coordination; Physical Environment; Access to Housing and Services; Tenant Rights, Input, and Leadership; Supportive Services Design and Delivery; Property Management and Asset Management Activities; Data, Documentation, and Evaluation. Speakers will describe the indicators of high quality supportive housing, and how they can help improve existing and future permanent supportive housing. Senior Community Centers will describe their quality initiatives in their two supportive housing projects for seniors.
- Matthew Doherty, Corporation for Supportive Housing
- Simonne Ruff, Corporation for Supportive Housing
- Paul Downey, Senior Community Centers
Green Building: Keeping Up With the Green Building Rating Systems
As rating systems rapidly evolve it is important to stay abreast of the latest trends. The LEED for Homes program is now in its production version, Green Communities was recently updated, and GreenPoint Rated is quickly becoming an option statewide. How does the developer, faced with multiple, continually evolving options, decide which certification to pursue? This workshop will break down the differences and similarities between ratings systems and enable you to determine which system is most appropriate for your development.
- Walker Wells, Global Green USA
Housing Operations: Earth, Wind and Fire: Dealing With The Elements of Emergencies and Insurance Claims
Learn from three affordable housing operators that survived both fire and water damage disasters. They will tell their stories and share their lessons learned. Come away with a checklist of what you’ll need immediately upon learning of your disaster. From planning for displaced residents to dealing with the media, remediation companies, contractors and insurance adjustors. Learn the ins and outs of your policy coverage and avoid a second disaster called “insurance.”
- Marilyn Quinlan, DeWitt Stern Insurance Group
- Wendy DeWitt, Housing Development Partners
- Matt Jumper, San Diego Interfaith Housing Foundation
- Mathew Packard, Father Joe's Villages
Opportunities: Housing & Economic Recovery Act of 2008- Part 2: Changes to the LIHTC and PBV Programs
The Housing and Economic Recovery Act of 2008, H.R. 3221, is arguably the most important federal housing legislation passed in the last eight years. The focus of the 75-minute panel will be on helping the audience make sense of how the Act improves two financing programs very important to affordable housing in California: Improvements to the Low Income Housing Tax Credit program and Improvements to the Project Based Voucher program. Come discover what you need to know about these changes.
- Moderator: Matt Schwartz, California Housing Partnership Corporation
- Bill Pavao, California Tax Credit Allocation Committee
- Rick Gentry, San Diego Housing Commission
- Ronne Thielen, Centerline Capital Group’s Affordable Housing Group
PRESENTATIONS/HANDOUTS FOR THIS SESSION:
2008 TxCr PBV Changes2
12:30 - 1:45 Lunch
Lunch Speaker
Lynn Jacobs, Director
California Department of Housing & Community Development
2:00- 3:15 Workshop Session III
Design & Development: Lessons Learned from Round 1 of HCD's Infill and TOD Program Evaluations
Applicants have received their acceptances and rejections of proposals for use of the Infill and Transit Oriented Development proposals. Based on the experience of HCD and developers, this panel will discuss what has been learned about how to structure a successful application and whether the successful applications appear to be meeting public policy goals, rather than successfully manipulating the system. Panelists will discuss ways in which applicants can both meet the goals of housing developers and local policy makers, while structuring successful funding proposals. In addition, they will discuss possible improvements to program guidelines and scoring systems.
- Moderator: Amy DeVaudreuil, Goldfarb & Lipman LLP
- Steve Sutton, BRIDGE Housing Corporation
- Conant Radcliffe, CA Department of HCD
- William Bolton, CA Department of HCD
PRESENTATIONS/HANDOUTS FOR THIS SESSION:
TODPresentation2008
II PresentationSD
Housing Finance: New Market Tax Credits
The New Markets Tax Credit (NMTC) Program is the largest federal incentive program to stimulate new development in urban areas during the past 30 years. To date, more than $12 billion in tax credits have been allocated, with many of the most innovative uses in California. This workshop will describe how the NMTC Program has funded pioneering mixed-use and affordable homeownership developments, as well as community facilities. Participants will leave with an overall understanding of the NMTC program and how it can help to fund projects.
- Thomas Webber, Goldfarb & Lipman LLP
- Luis A. Rodriguez, Goldfarb & Lipman LLP
- Charles Loveman, Heritage Housing Partners
Supportive Housing: 350 Tenants and Counting: A Year of MHSA Housing
What does it mean to provide affordable housing to people with histories of homelessness and mental illness? Hear the experiences of property managers and service providers who have been providing leased rental housing to over 350 people with serious mental illness under the Mental Health Services Act (MHSA) since the fall of 2006. In this engaging session, presenters will describe “typical” MHSA tenants, the successes and challenges of providing housing under the MHSA, and how MHSA tenants compare with other affordable housing tenants, and will outline the best practices and lessons learned over the last year.
- Moderator: Piedad Garcia, SD County Health & Human Services Agency
- Ronda Gibbs, Community Research Foundation
- Hannah Cohen, Heritage Clinic
- Kathi Houck, TACHS
Green Building: New Routes to Green Power
This panel includes expertise in the design, integration & finance of solar PV on your new or existing affordable housing project, with either 9% or 4% LIHTC’s, or paid for by others. Learn how to combine LIHTC & solar credits to pay for 100% of a new solar energy facility, or (especially useful on existing projects) how to utilize a Power Purchase Agreement and have other finance your route to green power. Features include: When to engage an integrator on design, sizing & engineering; Construction schedule considerations to minimize costs, maximize system efficiency; combining subsidies to pay for the solar system; and gaining long-term control of your energy future.
- Albert Luu, RBC Capital Markets
- Ned DeWitt, Borrego Solar Systems
- Eugene Cowan, Bocarsly, Emden, Cowan, Esmail & Arndt
Housing Operations: Affordable Homeownership: How To Protect Your Homeowners
This panel will discuss lessons learned in structuring and administering homeownership programs to better protect affordable homes. The panel will discuss homeownership education programs; the need for effective administration and monitoring of affordable homes; how to structure loan documents and programs to minimize the risk of overfinancing; and how to prevent loss of units when foreclosure looms. Members of the panel are experienced in counseling homeowners, designing and administering affordable homeownership programs, and litigating foreclosures resulting from overfinancing.
- Barbara Kautz, Goldfarb & Lipman LLP
- Juliet Cox, Goldfarb & Lipman LLP
- Vicky Monce, San Diego Housing Commission
Opportunities: Land Trust Developments in California
More and more communities are using land trusts as a tool to create permanently affordable ownership housing. This workshop will provide an overview of the Land Trust approach, the ways in which land trusts partner with local governments and community groups to help implement inclusionary housing programs and generate local affordable ownership opportunities, how restrictions under a Land Trust model compare to deed restrictions or use covenants, and how land trust resale formulas generate equity for homeowners without loss of affordability. We will also explore the legal considerations that need to be addressed when developing land trust housing and selling the units. Panelists will discuss their recent work in creating land trust housing in California.
- Heather Gould, Goldfarb & Lipman LLP
- M David Kroot, Goldfarb & Lipman LLP
- Dev Goetschius, Housing Land Trust of Sonoma County
- Richard Lawrence, San Diego Community Land Foundation
- Maegan Winning, Community Corporation of Santa Monica
PRESENTATIONS/HANDOUTS FOR THIS SESSION:
LandTrustDevelopmentsinCAPPT
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