Grantee: Oregon Grant: B-11-DN-41-0001 January 1, 2017 ...€¦ · January 1, 2017 thru March 31,...

January 1, 2017 thru March 31, 2017 Performance Report

B-11-DN-41-0001Grant:

OregonGrantee:

1

Community Development SystemsDisaster Recovery Grant Reporting System (DRGR)

Grant Number:

B-11-DN-41-0001

Grantee Name:

Oregon

LOCCS Authorized Amount:

$5,000,000.00

Estimated PI/RL Funds:

$2,414,955.31

Obligation Date: Award Date:

03/09/2014

Contract End Date:

Reviewed and Approved

Review by HUD:

Total Budget:

$7,414,955.31

Disasters:

NSP

Declaration Number

Narratives

Summary of Distribution and Uses of NSP Funds:

Introduction:The U.S. Housing and Urban Development (HUD) allocated $5,000,000 in NSP-3 funds to the State of Oregon (the “Grantee”). HUD requiresGrantees to concentrate the allocation funds to neighborhoods with the highest numbers of foreclosures to ensure the greatest impact onstabilizing neighborhoods. NSP financial assistance to homebuyers and non-profit developers should result in increased occupancy andimproved housing conditions in neighborhoods with the largest inventory of foreclosed, vacant or abandoned residential properties.Given limited funding and the national objective of achieving the greatest impact on such neighborhoods, Oregon Housing and CommunityServices (OHCS – aka the “Grantee”) has elected to initially focus its allocation of NSP-3 funds in neighborhoods with a HUD Needs Score of15 or above. Note the highest Need Score for Oregon is 17 and the HUD threshold for the lowest allowable Need Score is 11. If it isdetermined at later date that target areas with scores of 15 or greater are not yielding enough eligible properties that can be completed withinthe NSP expenditure deadline, OHCS may consider amending this Action Plan by revising the boundaries of existing target areas andanalyzing the feasibility of areas with scores of 14 or greater. Ultimately any revision must be in accordance with the program intent to focusNSP resources within a concentrated area to ensure maximum impact on stabilizing neighborhoods. Process for Selecting Areas of Greatest NeedFirst, OHCS utilized GIS mapping software to identify geographic areas with a HUD Needs Score of 15 or higher. Second, OHCS conductedan analysis of these geographic areas using the HUD NSP-3 Mapping system. This second step enabled OHCS to create smaller, moremanageable Target Areas where the demand for NSP assistance could be matched up with potential local resources. Overall, 12 separateTarget Areas were created across three regions of the state. Third, OHCS conducted a competitive process for a request for proposals forNSP administrators to determine at least one Subrecipient from each region. Applicants were given the Target Area maps and Planning Dataand given five weeks to submit an application for funding. OHCS reviewed the applications and awarded funds to applicants proposing toserve Target Areas with a HUD Needs Score of 15 or higher. Because the original 12 Target Areas were too large and required the completionof number of housing units that exceeded the amount NSP funding, OHCS negotiated the reconfiguration of the Target Areas down to sixareas. Description of the Primary Target Areas Including Market Conditions and CharacteristicsAll of the Target Areas identified in this Substantial Amendment are within or adjacent to Target Areas from either NSP-1 or NSP-2 targetareas. Currently, OHCS as the NSP-1 Grantee and the lead member of the NSP-2 Consortium can attest to the fact that the demand for NSPfunding assistance in all three regions continues to remain strong. NSP-3 is essentially an augmentation of the previous rounds of NSPfunding in similar Target Areas. According to data from the Bureau of Labor and Statistics Oregon has an unemployment rate of 10.6%, the 7th highest unemploym


tial target areas listed have unemployment rates above the state average. Recent data from RealtyTrac shows foreclosure starts forDecember of 2010 in each of the primary counties within the three NSP-3 regions still high with 430 in Multnomah, 312 in Deschutes and 199in Jackson. Region A: Multnomah County - City of Portland & City of GreshamPortland and Gresham are the two most populous cities in the State of Oregon. Portland has one and Gresham has two target areas with aNeeds Score of 15 or higher. Both Cities were Subrecipients of NSP-1 funds and were very successful in administering NSP Activity A,Financing Mechanisms. In addition, the City of Portland has several non-profit partners requesting

Active

QPR Contact:Grant Status:

Alycia Howell

Grant Award Amount:

$5,000,000.00

2


additional NSP funds for rental properties, community land trust acquisitions and low income home ownership through Habitat for Humanity.The City of Gresham closed over 20 NSP-1 down payment assistance loans and leveraged over $2,700,000 in first mortgage funds. The Citylimited their down payment assistance to $25,000 per housing unit. The funds were expended in a timely manner and the City could easilycontinue this program given additional NSP funding. Physical housing conditions in the City are generally very good and few homes requireany substantial rehabilitation work. As a result, by simply implementing a down payment assistance program, the City could have a significantimpact on both of its NSP Target Areas. Similar to most cities in Oregon, unemployment is high in Gresham. However, as the PortlandMetropolitan area’s most populous suburb, the city is near employment opportunities, therefore it is reasonable to assume an NSP programwould be effective in stimulating home ownership in neighborhoods with high foreclosures. The City of Portland is very similar to Gresham given the Portland Housing Bureau’s (PHB) success in administering an NSP Activity A, downpayment assistance program. The demand in Portland was so great that PHB was forced to conduct a lottery for NSP applications fromhomebuyers. Portland also has a high quality housing inventory and will likely keep NSP expenditures for rehabilitation relatively low. PHBanticipates a majority of its NSP funds will be expended on Activity A. Further, since initially PHB has only one Target Area designated underNSP-3 it expects the demand to exceed the availability of funds.Region B: Deschutes County – City of Redmond and City of La PineDeschutes County, located in Central Oregon has the highest NSP Needs Scores. The City of Redmond, located in the far northeast corner ofthe county has at least eight block groups with scores of 17, the highest score in the state. The City also has the eight block groups with aNeeds Scores of 16 and three block groups with scores of 15. One of the City’s non-profit affordable housing developers has been active inNSP-1 and NSP-2 and has acquired homes for both sale to home owners and lease to low income persons including homeless families. Asurvey of RealtyTrac data shows over 450 homes within the city in foreclosure. This is about 10 percent of the owner occupied homes withinthe city. The Citalso has unemployment rtarud1%,oefhehihsrtsitesae&mbs;tseaonbetasmetaudmpmnip


evalent but no current data on this economic characteristic is available. Originally, four potential NSP-3 Target Areas were selected for theCity. After review of City of Redmond’s application for funding OHCS and the City cooperatively created one Target Area to be commensuratewith the proposed housing goal target of 26 units.The City of La Pine, located in southeastern region of Deschutes County has three block groups with Needs Scores of 16. The City hasapproximately 92 foreclosed homes per the NSP-3 Mapping data. The City is predominately a bedroom community and employment isdependent on the tourism and service industry. Because the City is located within Central Oregon’s most visited recreational areas, housingaffordability has become problematic. OHCS provided NSP-1 funds to the local Habitat for Humanity to mitigate this problem. NSP-3 funds willprovide the opportunity to purchase additional homes for affordable housing within this region of the state. The quality of the housing stock inthis region varies therefore, it’s anticipated a combination of low income ownership through Habitat for Humanity or acquisitions by area non-profits for affordable rental housing are the most feasible program options. Given the limited amount of NSP funds, the number of availableforeclosed housing units in the City and the experience and capacity of NSP administrators within the region, OHCS does not anticipate majorobstacles with meeting the threshold for assisting the minimum number of units to make an impact. The City will be part of the City ofRedmond’s funding award as noted above. OHCS and the City cooperatively created one Target Area to be commensurate with theproposed housing goal target of 8 units. Region C: Jackson County - City of MedfordThe City of Medford is an experienced NSP-1 and NSP-2 recipient. The rate of foreclosure and housing market in Medford is similar to centralOregon discussed in Region B above. In the central part of the City of Medford along the west side of Interstate 5, there are at least 400foreclosed properties. It is anticipated that NSP will provide funding to assist homebuyers with needed down payment assistance that willenable them to purchase foreclosed homes and thereby help to stabilize the local housing market. NSP also provides capital for non-profitaffordable housing developers to purchase, rehabilitate and lease or sell foreclosed homes. The City has strong non-profit partnersexperienced in affordable rental and owner occupied housing. The NSP-3 Target areas show approximately 20 foreclosed homes and 40vacant homes. After review of City of Medford’s application for funding OHCS and the City cooperatively created one Target Area to becommensurate with the proposed housing goal target of 13 units. Funding Allocation Process and Subrecipient Awards1) Allocation of NSP-3 Funding and Selection of SubrecipientsOregon Housing and Community Services (OHCS) completed the review of NSP-3 applications for Subrecipients on June 2, 2011. The NSP-3 funding awards are listed below. These funding allocations are baseon the respective applicant&rsu;sdmiisraivecaaciy,he nedorSPssisanesfrecstdhrogtUDNSP3appig ssteandvaiosarkecoditonwihineahf tthetageregons

How Fund Use Addresses Market Conditions:

y of Medfordalongthe west side of Interstate 5, there are at least 400 foreclosed properties. It is anticipated that NSP will provide funding toassist homebuyers with needed down payment assistance that will enable them to purchase foreclosed homes and thereby help to stabilizethe local housing market. NSP also provides capital for non-profit affordable housing developers to purchase, rehabilitate and lease or sellforeclosed homes. The City has strong non-profit partners experienced in affordable rental and owner occupied housing. The NSP-3 Targetareas show approximately 20 foreclosed homes and 40 vacant homes.Summary of Areas with the Greatest NeedThe 12 Target Areas described above shall be considered “Potential Target Areas” and OHCS will initially consider allocation of NSP-3resources to these specific geographic areas. These Target Areas may demand more NSP resources than are available therefore, OHCSmay need to amend this Substantial Amendment to reduce the size of the Target Areas or entirely eliminate some. OHCS will conduct andRFP process described in Section 7 of this Substantial Amendment to determine the final allocation of NSP resources to each region and theirrespective Target Areas. In the event these Target Areas do not yield the number of properties to make a significant impact on stabilizingneighborhoods, OHCS reserves the right to amend this Substantial Amendment to revise the Target Areas and if necessary, reallocate NSPfunds.

3



Because of experience with previous rounds of NSP and the geographic limitations imposed by the NSP-3 target areas (see part “2”of thisamendment below) OHCS has chosen to create a funding pool and hold $631,000 in project funds and $33,154 in administrative funds forrelease after: 1) any Subrecipient has expended or obligated all of its initial allocation of funds and has a demonstrated demand or additionalfunding; 2) any Subrecipient fails to meet the program benchmarks designated in part “3” of this amendment and funds must be recapturedand placed in the funding pool; or 3) a significant failure of more than one Subrecipient to meet program expenditure deadlines or unitproduction progress and OHCS determines a need to solicit alternate or additional Subrecipients is necessary to ensure program funds areexpended on time as required by HUD. OHCS will create an application process for the funding pool prior to the end of the 2011 fiscal year.

Neighborhood Stabilization Program (NSP) 3: Funding Allocations and Housing Unit Targets Funding Allocations and Housing Unit Production Goals Subrecipient Total Funding Award Project Funding AdministrativeFunds Activity A Funding Activity A Units Activity BFunding Activity B UnitsCity of Portland $616,765 $586,000 $30,765 $270,000 9 $316,000 3City of Gresham $631,500 $600,000 $31,500 $600,000 20 $0 0City ofRedmond nbsp; &nbs;nbsp&np;&sp;1,592433&np;&np;&np;&sp;&bs;&np;&a;mp;p;bp;&nb;&nbp&np;$,513,00&np;&sp;&bs;&ns&nb;&ns;&nb


p; $79,433 $893,000 30 $620,000 4City of Medford $1,200,000 $1,170,000 $30,000 $0 0 $1,170,000 13State Activity A Pool $926,148 $631,000 $295,148 $631,000 21 Administration Pool $33,154 $33,154 Total $5,000,000 $4,500,000 $500,000 $2,394,000 80 $2,106,000 202) NSP Target AreasThe target areas selected for NSP-3 have been created by utilizing the HUD online NSP-3 Mapping software which may be accessed byprogram users and the general public at: www.huduser.org/NPS/NSP.html In previous rounds of NSP funding grantees were allowed tocreate NSP target area maps by designating census tracts or census block groups that met HUD required foreclosure scores. For NSP-3allgrantees including OHCS are reqired to use the HUD online mppng sotwaro cree taret ares.&bs;Thmppingotwaruilizestaismutplregrssionodlthauss reestae, empoymenad motage ln dta toeve aorclosreassis


ance needs score. In addition to creating target area maps, the software also creates a report that provides a spectrum of housing data. Mostimportantly, the mapping software provides data on the “minimum number of units to make an impact” (MUI). All funding awards must becommensurate with the MUI to ensure that NSP funds invested make an impact on stabilizing the neighborhood wherein they are invested.The target areas for each Subrecipient may be found in Attachment C of the NSP-3 Substantial Amendment. The planning data with thespecified minimum number of units to make an impact may be found in Attachment D of this NSP-3 Substantial Amendment. 3) Benchmarks for expected housing unit productionEach Subrecipient listed in the table above will be required to meet the following benchmarks during the implementation of their NSP program:a) 50% of all program funds must be expended by March 9, 2013b) 100% of funds must be expended by March 9, 2014c) For Activity A, NSP funds must be obligated to the acquisition or rehabilitation of at least 25% of the targeted number of units by the end of9 months after execution of the Subrecipient agreement with OHCS.d) For Activity A, NSP funds must be obligated to the acquisition or rehabilitation of at least 50% of the targeted number of units by end of 15months after execution of the Subrecipient agreement with OHCSe) For Activity B, NSP funds must be obligated to the acquisition or rehabilitation of at least 50% of the targeted number of units by end 12months after execution of the Subrecipient agreement with OHCS.NOTE: Obligation means funds are committed to a specific address by evidence of a purchase option or purchase agreement with anestimated closing date.4) Evaluation of program progress and potential recapture and reallocation of funds. Federal regulations require OHCS to take appropriate actions to correct any deficiencies in Subrecipient performance, including but not limitedto, suspending or terminating the NSP activities carried out by the Subrecipient. OHCS will evaluate the NSP-3 progress each quarter of eachcalendar year until the end of the OHCS grantee agreement with HUD on March 9, 2014. OHCS reserves the right to recapture funds basedon performance or program changes, reallocate funds, revise target areas or housing unit goals as necessary to ensure HUD expendituredeadlines and other program requirements are met. Specific evaluation benchmarks and potential program amendments or actions after theexecution of any Subrecipient grant agreement may be taken as follows:a) After the end of the first six months, OHCS may elect to adjust target areas if it is determined that the “minimum number of units to make animpact” are not available for potential acquisition in the initial target area.

4


b) After the end of the first 9 months if it is determined that a Subrecipient is not making reasonable progress in administering the program,OHCS may elect to recapture any portion or allof available NSP-3 funds and reallocatethe funds intothe funding pool.


; c) If no progress in expenditure of funds is made (i.e. NSP assisted units acquired under any activity) after the end of the first year, OHCS willterminate the Subrecipient Agreement and reallocate the NSP funds to the funding pool. d) If a Subrecipient fails to meet or violates any NSP compliance, including applicable CDBG rules OHCS may terminate the award andrecapture NSP funds. e) OHCS reserves the right to recapture or reallocate NSP funds under any of the conditions listed in this amendment.


Description of the Primary Target Areas Including Market Conditions and Characteristics

All of the Target Areas identified in this Substantial Amendment are within or adjacent to Target Areas from either NSP-1 or NSP-2 targetareas. Currently, OHCS as the NSP-1 Grantee and the lead member of the NSP-2 Consortium can attest to the fact that the demand for NSPfunding assistance in all three regions continues to remain strong. All of the Subrecipients or Subgrantees that administered previous roundsof NSP funding requested either NSP-1 or NSP-2 funds given the demand for homebuyer down payment assistance was very strong. Inaddition, most non-profit affordable housing developers also requested additional funding to acquire eligible properties in these areas. Potential Target Areas in this Substantial Amendment would be essentially an augmentation of the previous rounds of NSP funding. According to data from the Bureau of Labor and Statistics Oregon has an unemployment rate of 10.6%, the 7th highest unemployment rate inthe nation. Most of the cities within the potential target areas listed have unemployment rates above the state average. Recent data fromRealtyTrac shows foreclosure starts for December of 2010 in each of the primary counties within the three regions still high with 430 inMultnomah, 312 in Deschutes and 199 in Jackson. Region A: Multnomah County - City of Portland & City of GreshamPortland and Gresham are the two most populous cities in the State of Oregon. Portland has one and Gresham has two target areas with aNeeds Score of 15 or higher. Both Cities were Subrecipients of NSP-1 funds and were very successful in administering NSP Activity A,Financing Mechanisms. In addition, the City of Portland has several non-profit partners requesting additional NSP funds for rental properties,community land trust acquisitions and low income home ownership through Habitat for Humanity.The City of Gresham closed over 20 NSP-1 down payment assistance loans and leveraged over $2,700,000 in first mortgage funds. The Citylimited their down payment assistance to $25,000 per housing unit. The funds were expended in a timely manner and the demand iscontinuous for NSP or a program like NSP to stimulate home buying in the local housing market. The City could easily continue this programgiven additional NSP funding. Physical housing conditions in the City are generally very good and few homes require any substantialrehabilitation work. As a result, by simply implementing a down payment assistance program the City could have a significant impact on bothof its NSP-3 Target Areas in a short time frame. Similar to most cities in Oregon, unemployment is high in Gresham. However, as thePortland Metropolitan area’s most populous suburb, the city is near employment opportunities therefore it is reasonable to assume an NSPprogram would be effective in stimulating home ownership in neighborhoods with high foreclosures. The City of Portland is very similar to Gresham given the Portland Housing Bureau’s (PHB) success in administering an NSP Activity A, downpayment assistance program. The demand in Portland was so great that PHB was forced to conduct a lotteryo


nbsp; Portland also has a high quality housing inventory and will likely keep NSP expenditures on rehabilitation relatively low. PHB anticipatesa majority of its NSP funds will be expended on Activity A. Further, since initially PHB has only one Target Area designated under NSP-3 itexpects the demand to exceed the availability of funds.Region B: Deschutes County – City of Redmond and La PineDeschutes County, located in Central Oregon has the highest NSP NeedsScores. The City of Redmond, located in the far northeast corner of the county has at least eight block groups with scores of 17, the highestscore in the state. The City also has the eight block groups with Needs Scores of 16 and three block groups with scores of 15. One of theCity’s non-profit affordable housing developers has been active in NSP-1 and NSP-2 and has acquired homes for both sale to home ownersand lease to low income persons including homeless families. A survey of RealtyTrac data shows over 450 homes within the city inforeclosure. This is about 10 percent of the owner occupied homes within the city. The City also has unemployment rate around 14%, one ofthe highest rates in the state. It is reasonable to assume that underemployment is prevalent but no current data on this economiccharacteristic is available. The four NSP-3 Target Areas selected for the City have approximately 235 foreclosed homes. The estimatednumber of units to make an impact for the City’s Target Areas is 93. If the NSP-3 funds are awarded to this area through the RFP processdescribed in this Substantial Amendment, it will be necessary to reduce the Target Areas given the limited resources. The city of La Pine, located in southeastern region of Deschutes County has three block groups with Needs Scores of 16. The City hasapproximately 92 foreclosed homes per the NSP-3 Mapping data. The City is predominately a bedroom community and employment isdependent on the tourism and service industry. Because the City is located within Central Oregon’s most visited recreational areas, housingaffordability has become problematic. OHCS provided NSP-1 funds to the local Habitat for Humanity to mitigate this problem. NSP-3 fundswill provide the opportunity to purchase additional homes for affordable housing within this egion of the state. The quality of the housing stockin this region varies therefore, it’s anticipated an combination of low income ownership through Habitat for Humanity or acquisitions by areanon-profits for affordable rental housing are the most feasible program options. Given the limited amount of NSP funds, the number ofavailable foreclosed housing units in the City and the experience and capacity of NSP administrators within the region, OHCS does notanticipate major obstacles with meeting the threshold for assisting the minimum number of units to make an impact. In fact, the Target Areasmay have to be decreased in sizes due to the limitation on NSP funding assistance.

5


Region C: Jackson County - City of MedfordThe City of Medford is an experienced NSP-1 and NSP-2 recipient. The rate of foreclosure and housing market in Medford is similar tocentralOregondiscussedinRegionBabove. InthecentralpartoftheCit

Ensuring Continued Affordability:

Affordability PeriodHome ownership activities:For home ownership activities, subrecipients and subgrantees may utilize either the Recapture or Resale methodology to ensure NSP-3beneficiaries meet the minimum required term of affordability. When the recapture method is utilized, the program administrator must executeand record against the property, a Deed of Trust that states the terms for recapture of NSP funds. If the Resale method is utilized, theprogram administrator must record a deed restriction or declaration of covenants stating the assisted housing unit, if assisting housing unit isrefinanced, sold or ownership is transferred to a third party, the NSP assisted housing unit must be conveyed to an income eligible household.Guidance for the Recapture and Resale Method of Affordability may be found in HOME Regulations 24CFR92.254.Rental Housing Activities:For rental activities, all rents shall be structured to ensure affordability for the minimum time period specified in HOME Regulations24CFR92.252. Affordability requirements will be maintained through a use restriction recorded against the Deed of Trust and PromissoryNotes. Requests for subordination of NSP-3 affordability requirements for financing purposes will be reviewed on a case by case basis. Further, on a case-by-case basis, OHCS may grant exceptions to the term of affordability but in no case can the term be less than requiredunder the HOME program.

Definition of Blighted Structure:

Definition of Blighted StructureBlighted Structures means properties that are in conformance with Oregon Revised Statute 457.010 Definitions. As used in this chapter,unless the context requires otherwise:(1) “Blighted areas” means areas that, by reason of deterioration, faulty planning, inadequate orimproper facilities, deleterious land use or the existence of unsafe structures, or any combination of these factors, are detrimental to thesafety, health or welfare of the community. A blighted area is characterized by the existence of one or more of the following conditions:(a) Theexistence of buildings and structures, used or intended to be used for living, commercial, industrial or other purposes, or any combination ofthose uses, that are unfit or unsafe to occupy for those purposes because of any one or a combination of the following conditions:(A) Defective design and quality of physical construction;(B) Faulty interior arrangement and exterior spacing;(C) Overcrowding and a high density of population;(D) Inadequate provision for ventilation, light,sanitation, open spaces and recreation facilities; or(E) Obsolescence, deterioration, dilapidation, mixed character or shifting of uses.

Definition of Affordable Rents:

Definition of Affordable Rents

o NSP-3 rents shall be consistent with rent restrictions under HOME program regulations per 24CFR92.252. The Grantee may makeadjustments or exceptions on a case by case basis but under no condition may such exceptions be undocumented or inconsistent with HOMEprogram regulations. Documentation of exceptions shall be based on direct guidance from HUD or the regulations listed under this section ofthe Substantial Amendment. o Unless otherwise defined below, NSP-3 assisted rental units will carry rent and income restriction requirements. Rental units must beoccupied only by households that are eligible as low, moderate, or middle income families (LMMI). LMMI households must have incomes thatare less than or equal to 120% of area median income, adjusted for family size. NSP-3 assisted rental units must meet the following requirements to qualify as affordable Housing under the NSP Low Income Set Asiderequirement:1. A minimum of 25% of NSP-3 funds must be expended on projects that benefit households whose incomes do not exceed 50% of areamedian income. Rents must be equal to or less than the Low Income Housing Tax Credit program rent level for 50% of area median incomeunits. If the NSP assisted housing unit receives Federal or State project-based rental subsidy, the rent paid by the income qualifiedhouseholds cannot be more than 30 percent of the family’s adjusted income (i.e., tenant contribution plus project- based rental subsidy).2. For all other rental units created under the NSP-3 program, affordable rents will be the lesser of:• The applicable fair market rents for the area, less all utility costs paid by the tenants; or• Thirty percent (30%) of the adjusted income of a family whose annual income equals eighty percent (80%) of the median income for thearea, as determined by HUD, with adjustments for number of bedrooms in the unit or family size.On a case-by-case basis, OHCS may grant rent exceptions as necessary to assure long term viability of rental housing projects as long as therents meet NSP-3 requirements.

Grantee Contact Information:

NSP-3 Grantee Information Grantee: Oregon Housing and Community Services (OHCS) 725 Summer Street – Suite B Salem, OR 97301 Contact Person: Alycia Howell, Program Analyst

6


N/ATotal Projected Budget from All Sources

This Report Period

$7,387,955.31

To DateOverall

Tel: 503-986-2109 Email: [email protected] Grantee DUNS #: 809580293

Housing Rehabilitation/New Construction Standards:

Housing Rehabilitation and New Construction StandardsRehabilitation Standards shall be defined as follows:o All NSP-3 assisted properties must comply with the following rehabilitation standards:a) HUD Housing Quality Standards (HQS) shall be the minimum rehabilitation standard. b) In addition to HQS, all NSP-3 rehabilitation shall comply with local building codes where applicable. In instances where a local code is inforce, the Subrecipient or Subgrantee shall ensure all rehabilitation is completed according to such codes. All rehabilitation shall at a minimumalways be completed to the standards set forth by HQS regardless of local code standards. c) Where possible Energy Efficient and Environmentally Friendly Green Elements should be incorporated in all NSP-3assisted projects. These practices which are listed in detail on pages 64347 and 64348 of NSP-3 funding and regulatory notice FR-5447-N-01 include:• Transit Accessibility• Green Building Standards• Re-Use of Cleared Sites or Vacant Lots• Deconstruction • Renewable Energy• Sustainable Site Design• Water Conservation• Energy Efficient Materials• Healthy HomesWhere possible the Green Communities Criteria 2008 created by the Enterprise Foundation should be incorporated into NSP-3 projects. Many of these criteria mirror the green elements listed immediately above however, this criteria provides specific details and methodologiesuseful to developers.

Vicinity Hiring:

Vicinity HiringThe Grantee will establish a program policy and insert language into all Subrecipient and Subgrantee agreements thatentities administeringNSP-3 funds shall implement practices that promote hiring of local persons for NSP activities including construction, maintenance or propertymanagement work. Subrecipients will be required to document procurement processes that when bids or quotes are taken from contractors operform rehabilitation or management activities on NSP-3 assisted properties that there’s a preference for hiring oflocal low income residents. All bid documents shall contain language encouraging hiring local low income persons and be distributed to local contractors, suppliers andservice providers. Further, all NSP-3 program marketing or promotional materials shall contain language specifying the preference for localhiring.

Procedures for Preferences for Affordable Rental Dev.:

Preference for Low Income Rental HousingWithin all eligible NSP-3 target areas the Grantee will set housing unit goals for the acquisition and rehabilitation of low income rental housing. The respective Subrecipients or Subgrantees administering NSP will be required to identify viable housing units that can be acquired andrehabilitatedfor low income housing. Where possible multiple unit developments such as condominiums or attached town homes should bepursued for acquisition. (LIRH) requirement. This plan shall include:• The amount of funds set aside for low income rental housing for each NSP-3 target area.• Identification of all low income housing providers within the region with the capacity to acquire, own and manage low income rental housing.• The method for notifying the local housing authority and all affordable housing providers of the availability ofNSP-3 funds available for LIRH. • A local market study describing the demand for LIRH. The study should include but not be limited to area vacancy rates, market rents, trendsin sales prices, absorption rates, median income for the area.• A description of how the NSP-3 will be marketed to affordable housing developers.• How the jurisdiction will ensure that LIRH unitsdeveloped will be marketed to the public.• Availability or accessibility to rental assistance in the jurisdiction.• A description of the local Housing Authority’s affordable housing programs and how the jurisdiction with partner with the HA to ensure thatNSP acquisitions result providing LIRH.Implementation of LIRH plans will be a contractual requirement of all Subrecipients or Subgrantees receiving sub-awards of NSP-3 funds. AllSubrecipients and Subgrantees receiving NSP-3 funds will be required to submit monthly reports to the Grantee on their activities related tothe provision of LIRH. The Grantee will evaluate progress on meeting LIRHrequirements and as necessary reallocate funds to entitiesablemeet or exceed the LIRH requirement.

7


$3,294.19

$4,822,088.25

$0.00

$0.00

$0.00

Total Obligated

$2,071,452.60

$0.00

Total Funds Expended

Program Income Drawdown

Total Budget

$30,000.00 $2,414,955.31

Match Contributed

Program Funds Drawdown

$6,890,246.66

$7,253,045.38

$7,387,955.31

Program Income Received

$3,000.00

$0.00

NPS-3 Overall Progress Narrative: January 1, 2017 to March 31, 2017Oregon Housing and Community Services still has in the NSP-3 Program $177,911 in Grant Funds remaining to beexpended. With over $1,000,000 in Program Income available, it keeps the Sub-Grantees from using the GrantFunds available. OHCS Executive Team approved during April 2017, the option of allowing the Sub-Grantees withProgram Income to transfer to their CDBG programs. This should help OHCS and the Sub-Grantees expend theremaining Grant Funds in the next year. OHCS has been working with the new program staff at the Sub-Grantees,with technical service to ensure the NSP guidelines and regulations are followed to keep their projects compliant.

Overall Progress Narrative:

Progress Toward Required Numeric Targets

$522,400.14

$0.00

To Date

Limit on Public Services

$0.00

0.00%

0.00%

Overall Benefit Percentage (Projected)

$522,400.14

Requirement

Limit on State Admin $0.00

$0.00

Limit on Admin/Planning

$750,000.00

Required

$500,000.00

Minimum Non-Federal Match

Progress Toward Activity Type TargetsActivity Type Target Actual

Administration $500,000.00 $577,017.18

Progress Toward National Objective TargetsNational Objective Target Actual

NSP Only - LH - 25% Set-Aside $1,250,000.00 $2,489,271.45

Overall Benefit Percentage (Actual)

Most Impacted and Distressed Threshold (Projected) $0.00$0.00

$3,294.19 $6,893,540.85Total Funds Drawdown

Most Impacted and Distressed Expended $0.00 $0.00

8


Project SummaryProject #, Project Title This Report Period To Date

Program FundsDrawdown

Project FundsBudgeted


1-FM, Financing Mechanisms $0.00 $1,102,737.28 $662,752.08

2-PR-LH25, Purchase / Rehabilitation $0.00 $5,735,200.85 $3,694,889.35

6-ADMIN, Administrative Funds $0.00 $577,017.18 $464,446.82

State Pool, State Pool $0.00 $0.00 $0.00

9


Activities

1-FM / Financing MechanismsProject # / Title:

Grantee Activity Number:

Projected Start Date:

Benefit Type:

Overall

$300,000.00

NSP Only - LMMI City of Bend2

Total Projected Budget from All Sources

Match Contributed

$300,000.00

$0.00

$0.00

$0.00

$240,000.00

$0.00

Total Budget

National Objective:


Activity Status:


Total Funds Drawdown

Projected End Date:

Completed Activity Actual End Date:

Total Obligated

1-FM-Bend-LMMI

$0.00

$60,000.00

$0.00

Jan 1 thru Mar 31, 2017

Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

12/17/2012

Direct ( HouseHold )

$240,000.00

Most Impacted and Distressed Expended

Responsible Organization:

$0.00

Homeownership Assistance to low- and moderate-income Under Way

Activity Description:

Down payment assistance for puchase

Location Description:

Bend, Oregon

No activity to report

Activity Progress Narrative:

Bend FM LMMIActivity Title:

Project Number:

1-FM

Project Title:

Financing Mechanisms

$240,000.00$0.00City of Bend2

$0.00 Program Funds Drawdown $240,000.00

City of Bend

Program Income Account:

$240,000.00$0.00Total Funds Expended

10


No Activity Locations found.

Activity Locations

No Other Funding Sources Found

Other Funding Sources Amount

Total Other Funding Sources

No Other Match Funding Sources Found

Other Funding Sources Budgeted - Detail

Accomplishments Performance MeasuresThis Report Period Cumulative Actual Total / Expected

Total Total

8/17# of Housing Units 0

8/17# of Singlefamily Units 0

Beneficiaries Performance MeasuresThis Report Period Cumulative Actual Total / Expected

Low Mod Total Low Mod Total Low/Mod

0 0/0 8/17 8/17# of Households 0 0 100.00

0 0/0 8/17 8/17# Owner Households 0 0 100.00

11




Benefit Type:

Overall

$0.00

NSP Only - LMMI Clackamas County


Match Contributed

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

1-FM-Clackamas-LMMI

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

12/17/2012


$0.00



$0.00



Down payment assistance for low-to-moderate purchasers


Clackamas County, Oregon



Clackamas FM LMMIActivity Title:

Project Number:

1-FM

Project Title:


$0.00$0.00Clackamas County

No Accomplishments Performance Measures

Accomplishments Performance Measures

$0.00 Program Funds Drawdown $0.00

$0.00$0.00Total Funds Expended

12



Activity Locations






No Beneficiaries Performance Measures found.

Beneficiaries Performance Measures

13




Benefit Type:

Overall

$26,125.04

NSP Only - LMMI City of Gresham2


Match Contributed

$26,125.04

$0.00

$0.00

$0.00

$26,125.04

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

1-FM-Gresham-LMMI

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011


$26,125.04



$0.00



Provide downpayment and closing cost assistance to low middle and moderate income households for the acquisition of NSPeligible residential properties.


City of Gresham Oregon.



Gresham FM-LMMIActivity Title:

Project Number:

1-FM

Project Title:


$26,125.04$0.00City of Gresham2


Total Total





14



Activity Locations








0 0/0 1/1 1/1# of Households 0 0 100.00


15




Benefit Type:

Overall

$0.00

NSP Only - LMMI OREGON HOUSING & COMMUNITY SERVICES


Match Contributed

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

1-FM-Pool-LMMI

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011


$0.00



$0.00

Homeownership Assistance to low- and moderate-income Planned


Provide downpayment and closing assistance to low moderate and middle income homebuyers to purchase NSP eligibleresidential properties.


Funds in the amount of $631,000 will be allocated by the Oregon Housing and Community Services (OHCS) the Grantee toother Subrecipients of the program on a first come first basis once they have committed their original allocation.Fourth Quarter 2012 - funds were awarded to Bend $510,000.00 and Clackamas $120,000.



Pool FM-LMMIActivity Title:

Project Number:

1-FM

Project Title:


$0.00$0.00OREGON HOUSING & COMMUNITY SERVICES





16



Activity Locations








17




Benefit Type:

Overall

$0.00

NSP Only - LMMI City of Portland2


Match Contributed

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

1-FM-Portland-LMMI

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011


$0.00



$0.00

Homeownership Assistance to low- and moderate-income Planned


01-03-13 all 1-FM-LMMI funds moved to 2-PR-LMMIProvide down payment and closing cost assistance for homebuyers purchasing NSP eligible single family homes.


Culley neigborhood in Portland, Oregon.



Portland FM - LMMIActivity Title:

Project Number:

1-FM

Project Title:


$0.00$0.00City of Portland2




Portland-PI Account



18



Activity Locations








19




Benefit Type:

Overall

$70,949.26

NSP Only - LH - 25% Set-Aside City of Redmond


Match Contributed

$70,949.26

$0.00

$0.00

$0.00

$40,949.26

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

1-FM-Redmond-LH

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

02/25/2013


$40,949.26



$0.00



Down payment assistance for low income families


Redmond, OR



Redmond-FM-LHActivity Title:

Project Number:

1-FM

Project Title:


$40,949.26$0.00City of Redmond


Total Total




City of Redmond



20



Activity Locations








0 2/1 0/0 2/1# of Households 0 0 100.00


21




Benefit Type:

Overall

$678,662.98

NSP Only - LMMI City of Redmond


Match Contributed

$678,662.98

$0.00

$0.00

$27,000.00

$678,631.77

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

1-FM-Redmond-LMMI

$0.00

$54,000.00

$0.00


Activitiy Category:

$232,985.20

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011


$588,662.98



$0.00



Provide downpayment and closing cost assistance to low moderate and middle income homebuyers to purchase NSP eligibleresidential properties.


City of Redmond, Oregon.



Redmond-FM-LMMIActivity Title:

Project Number:

1-FM

Project Title:




Total Total




City of Redmond



22



Activity Locations








0 0/0 21/20 21/20# of Households 0 0 100.00


2-PR-LH25 / Purchase / RehabilitationProject # / Title:



Benefit Type:

Overall

$265,510.31

NSP Only - LH - 25% Set-Aside City of Bend2

Total Projected Budget from All Sources $265,510.31

$0.00

$0.00

$265,510.31

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Bend-LH

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

N/A

03/09/2014

$0.00

To Date

09/25/2013


$265,510.31


Rehabilitation/reconstruction of residential structures Under Way

Purch/RehabLHActivity Title:

Project Number:

2-PR-LH25

Project Title:

Purchase / Rehabilitation


City of Bend


23


Match Contributed $0.00

$0.00

$0.00

Most Impacted and Distressed Expended $0.00


Purchase/rehabilitation


Bend, Oregon




Activity Locations






$265,510.31$0.00City of Bend2






24




Benefit Type:

Overall

$1,178,526.30

NSP Only - LH - 25% Set-Aside CITY OF MEDFORD2


Match Contributed

$1,178,526.30

$0.00

$0.00

$0.00

$1,178,526.30

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Medford-LH25

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011


$1,178,526.30



$0.00

Rehabilitation/reconstruction of residential structures Completed


Acquisition and rehabilitation of thirteen (13) foreclosed single family homes by the local housing authority. The homes will beleased to low income households (households earning less than 50% of the area median income). The housing authority willown and manage the homes. Habitat for Humanity will purchase and sell two (2) single family units to low income qualifiedpurchasers


City of Medford, Oregon.



Medford-PR-LHActivity Title:

Project Number:

2-PR-LH25

Project Title:


$1,178,526.30$0.00CITY OF MEDFORD2


Total Total

14/15# of Properties 0

13/13#Additional Attic/Roof Insulation 0

$0.00 Program Funds Drawdown $1,178,526.30

$1,178,526.30$0.00Total Funds Expended

25



Activity Locations






13/13#Efficient AC added/replaced 0

13/13#Low flow showerheads 0

13/13#Units with bus/rail access 0

13/13#Units exceeding Energy Star 0

0/13# ELI Households (0-30% AMI) 0

This Report Period Cumulative Actual Total / Expected

Total Total





0 14/15 0/0 14/15# of Households 0 0 100.00


0 13/13 0/0 13/13# Renter Households 0 0 100.00

26




Benefit Type:

Overall

$0.00

NSP Only - LMMI City of Medford


Match Contributed

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Medford-LMMI

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

12/20/2012


$0.00



$0.00



2 Habitat for Humanity single family units were to be sold to Low-to-moderate income families; now low income family units


Medford, Oregon



Medford-PR-LMMIActivity Title:

Project Number:

2-PR-LH25

Project Title:


$0.00$0.00City of Medford





27



Activity Locations








28




Benefit Type:

Overall

$560,385.30

NSP Only - LH - 25% Set-Aside City of Portland2


Match Contributed

$560,385.30

$0.00

$0.00

$0.00

$560,385.30

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Portland-LH

$0.00

$237,103.91

$0.00


Activitiy Category:

$141,000.64

$0.00

N/A

03/14/2014

$0.00

To Date

02/27/2013


$464,730.59



$0.00



Provide NSP funds to non-profit housing developers to purchase NSP eligible residential properties for purchase via ProudGround or NAYA


Portland, OR and surrounding neighborhoods



Purchase/Rehab LHActivity Title:

Project Number:

2-PR-LH25

Project Title:


$464,730.59$0.00City of Portland2


Total Total



Portland-PI Account



29



Activity Locations







Total Total





0 3/2 0/0 3/2# of Households 0 0 100.00


30




Benefit Type:

Overall

$2,320,980.74



Match Contributed

$2,320,980.74

$0.00

$0.00

$0.00

$2,320,980.74

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Portland-LMMI

$0.00

$1,473,986.44

$0.00


Activitiy Category:

$1,474,435.00

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011


$2,320,980.74



$0.00





Culley neighborhood in Portland, Oregon.



Portland Purch/RehabActivity Title:

Project Number:

2-PR-LH25

Project Title:


$2,320,980.74$0.00City of Portland2


Total Total



Portland-PI Account



31



Activity Locations







Total Total





0 0/0 10/3 10/3# of Households 0 0 100.00


0 0/0 0/0 0/0# Renter Households 0 0 0

32




Benefit Type:

Overall

$413,900.28

NSP Only - LH - 25% Set-Aside City of Redmond


Match Contributed

$413,900.28

$0.00

$0.00

$0.00

$413,900.28

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Redmond-LH25

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011


$413,900.28



$0.00



Provide NSP funds to non-profits to purchase residential properties for rehabilitation and lease to low income households.





Redmond-PR-LH25Activity Title:

Project Number:

2-PR-LH25

Project Title:




Total Total


6/5#High efficiency heating plants 0



City of Redmond



33



Activity Locations






6/5#Dishwashers replaced 0



Total Total





0 6/5 0/0 6/5# of Households 0 0 100.00


34




Benefit Type:

Overall

$995,897.92



Match Contributed

$995,897.92

$0.00

$0.00

$0.00

$980,822.15

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Redmond-LMMI

$0.00

$509,410.44

$0.00


Activitiy Category:

$165,078.44

$0.00

N/A

03/09/2014

$0.00

To Date

12/01/2011


$831,755.21



$0.00



Acquisition Rehab


Redmond, OR



Redmond Purchase/RehabActivity Title:

Project Number:

2-PR-LH25

Project Title:




Total Total



City of Redmond



35



Activity Locations







Total Total





0 0/0 6/3 6/6# of Households 0 0 100.00



6-ADMIN / Administrative FundsProject # / Title:



Benefit Type:

Overall

N/A City of Bend2

National Objective:

Activity Status:

Projected End Date:


6-Admin-Bend


Activitiy Category:

03/09/2014

To Date

12/17/2012

( )


Administration Under Way

Bend AdminActivity Title:

Project Number:

6-ADMIN

Project Title:

Administrative Funds

City of Bend


36


$21,767.87


Match Contributed

$21,767.87

$0.00

$0.00

$0.00

$21,767.87

$0.00

Total Budget




Total Obligated

$0.00

$0.00

$0.00 $0.00

$0.00

N/A

$0.00

$21,767.87



Administration


Bend, Oregon




Activity Locations






$21,767.87$0.00City of Bend2







37




Benefit Type:

Overall

$0.00

N/A Clackamas County


Match Contributed

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

6-Admin-Clackamas

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

12/17/2012

( )

$0.00



$0.00



Administration


Clackamas County, Oregon



Clackamas AdminActivity Title:

Project Number:

6-ADMIN

Project Title:


$0.00$0.00Clackamas County





38



Activity Locations








39




Benefit Type:

Overall

$5,132.22

N/A City of Gresham


Match Contributed

$5,132.22

$0.00

$0.00

$0.00

$5,132.22

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

6-Admin-Gresham

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011

( )

$5,132.22



$0.00



General administrative activities per 24CFR570.206.


City of Gresham, Oregon.



Gresham AdminActivity Title:

Project Number:

6-ADMIN

Project Title:


$5,132.22$0.00City of Gresham2





40



Activity Locations








41




Benefit Type:

Overall

$8,112.62

N/A CITY OF MEDFORD2


Match Contributed

$8,112.62

$0.00

$0.00

$0.00

$8,112.62

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

6-Admin-Medford

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011

( )

$8,112.62



$0.00

Administration Completed







Medford-AdminActivity Title:

Project Number:

6-ADMIN

Project Title:


$8,112.62$0.00CITY OF MEDFORD2





42



Activity Locations








43




Benefit Type:

Overall

$0.00

N/A OREGON HOUSING & COMMUNITY SERVICES


Match Contributed

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

6-Admin-Pool

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011

( )

$0.00



$0.00

Administration Planned


Pool of Admin funds set aside for future allocation in the amount of $33,154.00.During the fourth quarter of 2012, funds were awarded to the City of Bend Admin $26,500.00 and Clackamas County Admin$5,000.00First quarter 2013 - remaining funds in the amount of $1,654 moved into State Pool Fund


City of Salem, Oregon

During the 1st Quarter of 2017, OHCS staff continues to monitor all active and non-active Sub-Grantees. These activitiesinclude document review, expenditures and routine administrative duties. OHCS Executive Team has approved the option ofallowing the Sub-Grantees to transfer their Program Income into their CDBG program. OHCS staff plans on having all transferscompleted prior to the end of 2nd Quarter of 2017.


Pool AdminActivity Title:

Project Number:

6-ADMIN

Project Title:


$0.00$0.00OREGON HOUSING & COMMUNITY SERVICES



44



Activity Locations










45




Benefit Type:

Overall

$75,924.01

N/A City of Portland2


Match Contributed

$75,924.01

$0.00

$0.00

$0.00

$75,924.01

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

6-Admin-Portland

$0.00

$15,000.00

$0.00


Activitiy Category:

$15,000.00

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011

( )

$75,924.01



$0.00





Portland Housing Bureau, Portland, Oregon



Portland AdminActivity Title:

Project Number:

6-ADMIN

Project Title:


$75,924.01$0.00City of Portland2




Portland-PI Account



46



Activity Locations








47




Benefit Type:

Overall

$144,887.52

N/A City of Redmond


Match Contributed

$144,887.52

$3,000.00

$0.00

$3,000.00

$141,129.51

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

6-Admin-Redmond

$3,294.19

$65,454.52

$3,294.19


Activitiy Category:

$42,953.32

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011

( )

$122,350.52



$0.00








Redmond AdminActivity Title:

Project Number:

6-ADMIN

Project Title:






City of Redmond



48



Activity Locations








State Pool / State PoolProject # / Title:



Benefit Type:

Overall

$0.00

N/A Oregon Housing and Community Services

Total Projected Budget from All Sources $0.00

$0.00

$0.00

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

State Pool

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

N/A

03/09/2014

$0.00

To Date

02/15/2013

( )

$0.00



State PoolActivity Title:

Project Number:

State Pool

Project Title:

State Pool

$0.00$0.00Oregon Housing and Community Services



49



$0.00

$0.00



Funds that have been recaptured or returned put into a pool to be reallocted on a first-come, first-served basis.


State Pool funds




Activity Locations










50


April 1, 2017 thru June 30, 2017 Performance Report

B-11-DN-41-0001Grant:

OregonGrantee:

1


Grant Number:

B-11-DN-41-0001

Grantee Name:

Oregon


$5,000,000.00


$2,512,637.98


03/09/2014

Contract End Date:


Review by HUD:

Total Budget:

$7,512,637.98

Disasters:

NSP

Declaration Number

Narratives


Introduction:The U.S. Housing and Urban Development (HUD) allocated $5,000,000 in NSP-3 funds to the State of Oregon (the “Grantee”). HUD requiresGrantees to concentrate the allocation funds to neighborhoods with the highest numbers of foreclosures to ensure the greatest impact onstabilizing neighborhoods. NSP financial assistance to homebuyers and non-profit developers should result in increased occupancy andimproved housing conditions in neighborhoods with the largest inventory of foreclosed, vacant or abandoned residential properties.Given limited funding and the national objective of achieving the greatest impact on such neighborhoods, Oregon Housing and CommunityServices (OHCS – aka the “Grantee”) has elected to initially focus its allocation of NSP-3 funds in neighborhoods with a HUD Needs Score of15 or above. Note the highest Need Score for Oregon is 17 and the HUD threshold for the lowest allowable Need Score is 11. If it isdetermined at later date that target areas with scores of 15 or greater are not yielding enough eligible properties that can be completed withinthe NSP expenditure deadline, OHCS may consider amending this Action Plan by revising the boundaries of existing target areas andanalyzing the feasibility of areas with scores of 14 or greater. Ultimately any revision must be in accordance with the program intent to focusNSP resources within a concentrated area to ensure maximum impact on stabilizing neighborhoods. Process for Selecting Areas of Greatest NeedFirst, OHCS utilized GIS mapping software to identify geographic areas with a HUD Needs Score of 15 or higher. Second, OHCS conductedan analysis of these geographic areas using the HUD NSP-3 Mapping system. This second step enabled OHCS to create smaller, moremanageable Target Areas where the demand for NSP assistance could be matched up with potential local resources. Overall, 12 separateTarget Areas were created across three regions of the state. Third, OHCS conducted a competitive process for a request for proposals forNSP administrators to determine at least one Subrecipient from each region. Applicants were given the Target Area maps and Planning Dataand given five weeks to submit an application for funding. OHCS reviewed the applications and awarded funds to applicants proposing toserve Target Areas with a HUD Needs Score of 15 or higher. Because the original 12 Target Areas were too large and required the completionof number of housing units that exceeded the amount NSP funding, OHCS negotiated the reconfiguration of the Target Areas down to sixareas. Description of the Primary Target Areas Including Market Conditions and CharacteristicsAll of the Target Areas identified in this Substantial Amendment are within or adjacent to Target Areas from either NSP-1 or NSP-2 targetareas. Currently, OHCS as the NSP-1 Grantee and the lead member of the NSP-2 Consortium can attest to the fact that the demand for NSPfunding assistance in all three regions continues to remain strong. NSP-3 is essentially an augmentation of the previous rounds of NSPfunding in similar Target Areas. According to data from the Bureau of Labor and Statistics Oregon has an unemployment rate of 10.6%, the 7th highest unemploym


al target areas listed have unemployment rates above the state average. Recent data from RealtyTrac shows foreclosure starts for Decemberof 2010 in each of the primary counties within the three NSP-3 regions still high with 430 in Multnomah, 312 in Deschutes and 199 in Jackson. Region A: Multnomah County - City of Portland & City of GreshamPortland and Gresham are the two most populous cities in the State of Oregon. Portland has one and Gresham has two target areas with aNeeds Score of 15 or higher. Both Cities were Subrecipients of NSP-1 funds and were very successful in administering NSP Activity A,Financing Mechanisms. In addition, the City of Portland has several non-profit partners requesting

Active


Alycia Howell

Grant Award Amount:

$5,000,000.00

2


additional NSP funds for rental properties, community land trust acquisitions and low income home ownership through Habitat for Humanity.The City of Gresham closed over 20 NSP-1 down payment assistance loans and leveraged over $2,700,000 in first mortgage funds. The Citylimited their down payment assistance to $25,000 per housing unit. The funds were expended in a timely manner and the City could easilycontinue this program given additional NSP funding. Physical housing conditions in the City are generally very good and few homes requireany substantial rehabilitation work. As a result, by simply implementing a down payment assistance program, the City could have a significantimpact on both of its NSP Target Areas. Similar to most cities in Oregon, unemployment is high in Gresham. However, as the PortlandMetropolitan area’s most populous suburb, the city is near employment opportunities, therefore it is reasonable to assume an NSP programwould be effective in stimulating home ownership in neighborhoods with high foreclosures. The City of Portland is very similar to Gresham given the Portland Housing Bureau’s (PHB) success in administering an NSP Activity A, downpayment assistance program. The demand in Portland was so great that PHB was forced to conduct a lottery for NSP applications fromhomebuyers. Portland also has a high quality housing inventory and will likely keep NSP expenditures for rehabilitation relatively low. PHBanticipates a majority of its NSP funds will be expended on Activity A. Further, since initially PHB has only one Target Area designated underNSP-3 it expects the demand to exceed the availability of funds.Region B: Deschutes County – City of Redmond and City of La PineDeschutes County, located in Central Oregon has the highest NSP Needs Scores. The City of Redmond, located in the far northeast corner ofthe county has at least eight block groups with scores of 17, the highest score in the state. The City also has the eight block groups with aNeeds Scores of 16 and three block groups with scores of 15. One of the City’s non-profit affordable housing developers has been active inNSP-1 and NSP-2 and has acquired homes for both sale to home owners and lease to low income persons including homeless families. Asurvey of RealtyTrac data shows over 450 homes within the city in foreclosure. This is about 10 percent of the owner occupied homes withinthe city. The Citalso has unemployment rtarud1%,oefhehihsrtsitesae&mbs;tseaonbetasmetaudmpmnipea


ent but no current data on this economic characteristic is available. Originally, four potential NSP-3 Target Areas were selected for the City. After review of City of Redmond’s application for funding OHCS and the City cooperatively created one Target Area to be commensurate withthe proposed housing goal target of 26 units.The City of La Pine, located in southeastern region of Deschutes County has three block groups with Needs Scores of 16. The City hasapproximately 92 foreclosed homes per the NSP-3 Mapping data. The City is predominately a bedroom community and employment isdependent on the tourism and service industry. Because the City is located within Central Oregon’s most visited recreational areas, housingaffordability has become problematic. OHCS provided NSP-1 funds to the local Habitat for Humanity to mitigate this problem. NSP-3 funds willprovide the opportunity to purchase additional homes for affordable housing within this region of the state. The quality of the housing stock inthis region varies therefore, it’s anticipated a combination of low income ownership through Habitat for Humanity or acquisitions by area non-profits for affordable rental housing are the most feasible program options. Given the limited amount of NSP funds, the number of availableforeclosed housing units in the City and the experience and capacity of NSP administrators within the region, OHCS does not anticipate majorobstacles with meeting the threshold for assisting the minimum number of units to make an impact. The City will be part of the City ofRedmond’s funding award as noted above. OHCS and the City cooperatively created one Target Area to be commensurate with theproposed housing goal target of 8 units. Region C: Jackson County - City of MedfordThe City of Medford is an experienced NSP-1 and NSP-2 recipient. The rate of foreclosure and housing market in Medford is similar to centralOregon discussed in Region B above. In the central part of the City of Medford along the west side of Interstate 5, there are at least 400foreclosed properties. It is anticipated that NSP will provide funding to assist homebuyers with needed down payment assistance that willenable them to purchase foreclosed homes and thereby help to stabilize the local housing market. NSP also provides capital for non-profitaffordable housing developers to purchase, rehabilitate and lease or sell foreclosed homes. The City has strong non-profit partnersexperienced in affordable rental and owner occupied housing. The NSP-3 Target areas show approximately 20 foreclosed homes and 40vacant homes. After review of City of Medford’s application for funding OHCS and the City cooperatively created one Target Area to becommensurate with the proposed housing goal target of 13 units. Funding Allocation Process and Subrecipient Awards1) Allocation of NSP-3 Funding and Selection of SubrecipientsOregon Housing and Community Services (OHCS) completed the review of NSP-3 applications for Subrecipients on June 2, 2011. The NSP-3 funding awards are listed below. These funding allocations are baseon the respective applicant&rsu;sdmiisraivecaaciy,he nedorSPssisanesfrecstdhrogtUDNSP3appig ssteandvaiosarkecoditonwihineahf tthetageregons&


nsp; Because of experience with previous rounds of NSP and the geographic limitations imposed by the NSP-3 target areas (see part “2”of thisamendment below) OHCS has chosen to create a funding pool and hold $631,000 in project funds and $33,154 in administrative funds forrelease after: 1) any Subrecipient has expended or obligated all of its initial allocation of funds and has a demonstrated demand or additionalfunding; 2) any Subrecipient fails to meet the program benchmarks designated in part “3” of this amendment and funds must be recapturedand placed in the funding pool; or 3) a significant failure of more than one Subrecipient to meet program expenditure deadlines or unitproduction progress and OHCS determines a need to solicit alternate or additional Subrecipients is necessary to ensure program funds areexpended on time as required by HUD. OHCS will create an application process for the funding pool prior to the end of the 2011 fiscal year.

Neighborhood Stabilization Program (NSP) 3: Funding Allocations and Housing Unit Targets Funding Allocations and Housing Unit Production Goals Subrecipient Total Funding Award Project Funding AdministrativeFunds Activity A Funding Activity A Units Activity BFunding Activity B UnitsCity of Portland $616,765 $586,000 $30,765 $270,000 9 $316,000

3


3City of Gresham $631,500 $600,000 $31,500 $600,000 20 $0 0City ofRedmond nbsp; &nbs;nbsp&np;&sp;1,592433&np;&np;&np;&sp;&bs;&np;&a;mp;p;bp;&nb;&nbp&np;$,513,00&np;&sp;&bs;&ns&nb;&ns;&


f Medfordalongthe west side of Interstate 5, there are at least 400 foreclosed properties. It is anticipated that NSP will provide funding toassist homebuyers with needed down payment assistance that will enable them to purchase foreclosed homes and thereby help to stabilizethe local housing market. NSP also provides capital for non-profit affordable housing developers to purchase, rehabilitate and lease or sellforeclosed homes. The City has strong non-profit partners experienced in affordable rental and owner occupied housing. The NSP-3 Targetareas show approximately 20 foreclosed homes and 40 vacant homes.Summary of Areas with the Greatest NeedThe 12 Target Areas described above shall be considered “Potential Target Areas” and OHCS will initially consider allocation of NSP-3resources to these specific geographic areas. These Target Areas may demand more NSP resources than are available therefore, OHCSmay need to amend this Substantial Amendment to reduce the size of the Target Areas or entirely eliminate some. OHCS will conduct andRFP process described in Section 7 of this Substantial Amendment to determine the final allocation of NSP resources to each region and theirrespective Target Areas. In the event these Target Areas do not yield the number of properties to make a significant impact on stabilizingneighborhoods, OHCS reserves the right to amend this Substantial Amendment to revise the Target Areas and if necessary, reallocate NSPfunds.


p; $79,433 $893,000 30 $620,000 4City of Medford $1,200,000 $1,170,000 $30,000 $0 0 $1,170,000 13State Activity A Pool $926,148 $631,000 $295,148 $631,000 21 Administration Pool $33,154 $33,154 Total $5,000,000 $4,500,000 $500,000 $2,394,000 80 $2,106,000 202) NSP Target AreasThe target areas selected for NSP-3 have been created by utilizing the HUD online NSP-3 Mapping software which may be accessed byprogram users and the general public at: www.huduser.org/NPS/NSP.html In previous rounds of NSP funding grantees were allowed tocreate NSP target area maps by designating census tracts or census block groups that met HUD required foreclosure scores. For NSP-3allgrantees including OHCS are reqired to use the HUD online mppng sotwaro cree taret ares.&bs;Thmppingotwaruilizestaismutplregrssionodlthauss reestae, empoymenad motage ln dta toeve aorclosreassis


ce needs score. In addition to creating target area maps, the software also creates a report that provides a spectrum of housing data. Mostimportantly, the mapping software provides data on the “minimum number of units to make an impact” (MUI). All funding awards must becommensurate with the MUI to ensure that NSP funds invested make an impact on stabilizing the neighborhood wherein they are invested.The target areas for each Subrecipient may be found in Attachment C of the NSP-3 Substantial Amendment. The planning data with thespecified minimum number of units to make an impact may be found in Attachment D of this NSP-3 Substantial Amendment. 3) Benchmarks for expected housing unit productionEach Subrecipient listed in the table above will be required to meet the following benchmarks during the implementation of their NSP program:a) 50% of all program funds must be expended by March 9, 2013b) 100% of funds must be expended by March 9, 2014c) For Activity A, NSP funds must be obligated to the acquisition or rehabilitation of at least 25% of the targeted number of units by the end of9 months after execution of the Subrecipient agreement with OHCS.d) For Activity A, NSP funds must be obligated to the acquisition or rehabilitation of at least 50% of the targeted number of units by end of 15months after execution of the Subrecipient agreement with OHCSe) For Activity B, NSP funds must be obligated to the acquisition or rehabilitation of at least 50% of the targeted number of units by end 12months after execution of the Subrecipient agreement with OHCS.NOTE: Obligation means funds are committed to a specific address by evidence of a purchase option or purchase agreement with anestimated closing date.4) Evaluation of program progress and potential recapture and reallocation of funds. Federal regulations require OHCS to take appropriate actions to correct any deficiencies in Subrecipient performance, including but not limitedto, suspending or terminating the NSP activities carried out by the Subrecipient. OHCS will evaluate the NSP-3 progress each quarter of eachcalendar year until the end of the OHCS grantee agreement with HUD on March 9, 2014. OHCS reserves the right to recapture funds basedon performance or program changes, reallocate funds, revise target areas or housing unit goals as necessary to ensure HUD expendituredeadlines and other program requirements are met. Specific evaluation benchmarks and potential program amendments or actions after theexecution of any Subrecipient grant agreement may be taken as follows:a) After the end of the first six months, OHCS may elect to adjust target areas if it is determined that the “minimum number of units to make animpact” are not available for potential acquisition in the initial target area.b) After the end of the first 9 months if it is determined that a Subrecipient is not making reasonable progress in administering

4


the program, OHCS may elect to recapture any portion or allof available NSP-3 funds and reallocatethe funds intothe fundingpool. &


nbsp; c) If no progress in expenditure of funds is made (i.e. NSP assisted units acquired under any activity) after the end of the first year, OHCS willterminate the Subrecipient Agreement and reallocate the NSP funds to the funding pool. d) If a Subrecipient fails to meet or violates any NSP compliance, including applicable CDBG rules OHCS may terminate the award andrecapture NSP funds. e) OHCS reserves the right to recapture or reallocate NSP funds under any of the conditions listed in this amendment.


Description of the Primary Target Areas Including Market Conditions and Characteristics

All of the Target Areas identified in this Substantial Amendment are within or adjacent to Target Areas from either NSP-1 or NSP-2 targetareas. Currently, OHCS as the NSP-1 Grantee and the lead member of the NSP-2 Consortium can attest to the fact that the demand for NSPfunding assistance in all three regions continues to remain strong. All of the Subrecipients or Subgrantees that administered previous roundsof NSP funding requested either NSP-1 or NSP-2 funds given the demand for homebuyer down payment assistance was very strong. Inaddition, most non-profit affordable housing developers also requested additional funding to acquire eligible properties in these areas. Potential Target Areas in this Substantial Amendment would be essentially an augmentation of the previous rounds of NSP funding. According to data from the Bureau of Labor and Statistics Oregon has an unemployment rate of 10.6%, the 7th highest unemployment rate inthe nation. Most of the cities within the potential target areas listed have unemployment rates above the state average. Recent data fromRealtyTrac shows foreclosure starts for December of 2010 in each of the primary counties within the three regions still high with 430 inMultnomah, 312 in Deschutes and 199 in Jackson. Region A: Multnomah County - City of Portland & City of GreshamPortland and Gresham are the two most populous cities in the State of Oregon. Portland has one and Gresham has two target areas with aNeeds Score of 15 or higher. Both Cities were Subrecipients of NSP-1 funds and were very successful in administering NSP Activity A,Financing Mechanisms. In addition, the City of Portland has several non-profit partners requesting additional NSP funds for rental properties,community land trust acquisitions and low income home ownership through Habitat for Humanity.The City of Gresham closed over 20 NSP-1 down payment assistance loans and leveraged over $2,700,000 in first mortgage funds. The Citylimited their down payment assistance to $25,000 per housing unit. The funds were expended in a timely manner and the demand iscontinuous for NSP or a program like NSP to stimulate home buying in the local housing market. The City could easily continue this programgiven additional NSP funding. Physical housing conditions in the City are generally very good and few homes require any substantialrehabilitation work. As a result, by simply implementing a down payment assistance program the City could have a significant impact on bothof its NSP-3 Target Areas in a short time frame. Similar to most cities in Oregon, unemployment is high in Gresham. However, as thePortland Metropolitan area’s most populous suburb, the city is near employment opportunities therefore it is reasonable to assume an NSPprogram would be effective in stimulating home ownership in neighborhoods with high foreclosures. The City of Portland is very similar to Gresham given the Portland Housing Bureau’s (PHB) success in administering an NSP Activity A, downpayment assistance program. The demand in Portland was so great that PHB was forced to conduct a lotteryo


sp; Portland also has a high quality housing inventory and will likely keep NSP expenditures on rehabilitation relatively low. PHB anticipates amajority of its NSP funds will be expended on Activity A. Further, since initially PHB has only one Target Area designated under NSP-3 itexpects the demand to exceed the availability of funds.Region B: Deschutes County – City of Redmond and La PineDeschutes County, located in Central Oregon has the highest NSP NeedsScores. The City of Redmond, located in the far northeast corner of the county has at least eight block groups with scores of 17, the highestscore in the state. The City also has the eight block groups with Needs Scores of 16 and three block groups with scores of 15. One of theCity’s non-profit affordable housing developers has been active in NSP-1 and NSP-2 and has acquired homes for both sale to home ownersand lease to low income persons including homeless families. A survey of RealtyTrac data shows over 450 homes within the city inforeclosure. This is about 10 percent of the owner occupied homes within the city. The City also has unemployment rate around 14%, one ofthe highest rates in the state. It is reasonable to assume that underemployment is prevalent but no current data on this economiccharacteristic is available. The four NSP-3 Target Areas selected for the City have approximately 235 foreclosed homes. The estimatednumber of units to make an impact for the City’s Target Areas is 93. If the NSP-3 funds are awarded to this area through the RFP processdescribed in this Substantial Amendment, it will be necessary to reduce the Target Areas given the limited resources. The city of La Pine, located in southeastern region of Deschutes County has three block groups with Needs Scores of 16. The City hasapproximately 92 foreclosed homes per the NSP-3 Mapping data. The City is predominately a bedroom community and employment isdependent on the tourism and service industry. Because the City is located within Central Oregon’s most visited recreational areas, housingaffordability has become problematic. OHCS provided NSP-1 funds to the local Habitat for Humanity to mitigate this problem. NSP-3 fundswill provide the opportunity to purchase additional homes for affordable housing within this egion of the state. The quality of the housing stockin this region varies therefore, it’s anticipated an combination of low income ownership through Habitat for Humanity or acquisitions by areanon-profits for affordable rental housing are the most feasible program options. Given the limited amount of NSP funds, the number ofavailable foreclosed housing units in the City and the experience and capacity of NSP administrators within the region, OHCS does notanticipate major obstacles with meeting the threshold for assisting the minimum number of units to make an impact. In fact, the Target Areasmay have to be decreased in sizes due to the limitation on NSP funding assistance.Region C: Jackson County - City of Medford

5


The City of Medford is an experienced NSP-1 and NSP-2 recipient. The rate of foreclosure and housing market in Medford is similar tocentralOregondiscussedinRegionBabove. InthecentralpartoftheCityo



Vicinity Hiring:







6


N/ATotal Projected Budget from All Sources

This Report Period

Total Budget

$7,485,189.42

To Date

$7,485,189.42

Overall

$97,234.11




NSP-3 Grantee Information Grantee: Oregon Housing and Community Services (OHCS) 725 Summer Street – Suite B Salem, OR 97301 Contact Person: Alycia Howell, Program Analyst Tel: 503-986-2109 Email: [email protected] Grantee DUNS #: 809580293


Preference for Low Income Rental HousingWithin all eligible NSP-3 target areas the Grantee will set housing unit goals for the acquisition and rehabilitation of low income rental housing. The respective Subrecipients or Subgrantees administering NSP will be required to identify viable housing units that can be acquired andrehabilitatedfor low income housing. Where possible multiple unit developments such as condominiums or attached town homes should bepursued for acquisition. (LIRH) requirement. This plan shall include:• The amount of funds set aside for low income rental housing for each NSP-3 target area.• Identification of all low income housing providers within the region with the capacity to acquire, own and manage low income rental housing.• The method for notifying the local housing authority and all affordable housing providers of the availability ofNSP-3 funds available for LIRH. • A local market study describing the demand for LIRH. The study should include but not be limited to area vacancy rates, market rents, trendsin sales prices, absorption rates, median income for the area.• A description of how the NSP-3 will be marketed to affordable housing developers.• How the jurisdiction will ensure that LIRH unitsdeveloped will be marketed to the public.• Availability or accessibility to rental assistance in the jurisdiction.• A description of the local Housing Authority’s affordable housing programs and how the jurisdiction with partner with the HA to ensure thatNSP acquisitions result providing LIRH.Implementation of LIRH plans will be a contractual requirement of all Subrecipients or Subgrantees receiving sub-awards of NSP-3 funds. AllSubrecipients and Subgrantees receiving NSP-3 funds will be required to submit monthly reports to the Grantee on their activities related tothe provision of LIRH. The Grantee will evaluate progress on meeting LIRHrequirements and as necessary reallocate funds to entitiesablemeet or exceed the LIRH requirement.

7


$64,163.83

$4,829,197.84

$0.00

$71,273.42

$7,109.59

Total Obligated

$2,135,616.43

$0.00



$97,682.67 $2,512,637.98

Match Contributed


$6,961,520.08

$7,376,324.43


$123,279.05

Oregon Housing and Community Services has had little activity in the NSP-3 Program. All Sub-Grantees withProgram Income received are waiting for the transfer to their CDBG program. The remaining Grant Funds availablewill be offered to Sub-Grantees wishing to complete additional projects within the NSP program.The housing market in Oregon is critical, homes affordable to low income households (less than 50% AMI) are beingpurchased by investors, and homeowners with income over 120% AMI. Homes currently in foreclosure are tough topurchase, between lenders taking 4 to 6 months to totally accept an offer (than deny) and other purchasers outbidding the affordability, these clients need additional assistance NSP is unable to provide.Projects that are Purchase/Rehabilitation within additional income restrictions and longer affordability periods seemto be the best answer for our low income households. Programs models like Habitat for Humanity and Land Trustshave been very successful for Oregonians with the NSP funding.



$529,509.73

$0.00

To Date


$0.00

0.00%

0.00%


$529,509.73

Requirement


$0.00


$750,000.00

Required

$500,000.00



Administration $500,000.00 $577,017.18







8








6-ADMIN, Administrative Funds $7,109.59 $577,017.18 $471,556.41


9


Activities




Benefit Type:

Overall

$560,385.30



Match Contributed

$560,385.30

$0.00

$0.00

$0.00

$560,385.30

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Portland-LH

$0.00

$237,103.91

$0.00

Apr 1 thru Jun 30, 2017

Activitiy Category:

$141,000.64

$0.00

N/A

03/14/2014

$0.00

To Date

02/27/2013


$464,730.59



$0.00








Project Number:

2-PR-LH25

Project Title:



Portland-PI Account



10



Activity Locations







Total Total



Total Total





0 3/2 0/0 3/2# of Households 0 0 100.00


11




Benefit Type:

Overall

$2,418,214.85



Match Contributed

$2,418,214.85

$97,234.11

$0.00

$97,682.67

$2,418,214.85

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Portland-LMMI

$64,163.83

$1,571,669.11

$64,163.83


Activitiy Category:

$1,538,598.83

$0.00

N/A

03/09/2014

$97,234.11

To Date

08/01/2011


$2,385,144.57



$0.00






City of Portland reported occupancy for their last Purchase/Rehabilitation project. This activity brings the total to 11 NationalObjectives for this activity.



Project Number:

2-PR-LH25

Project Title:


$2,385,144.57$64,163.83City of Portland2


Total Total



Portland-PI Account


$2,385,144.57$64,163.83Total Funds Expended

12


Activity Locations

Address County State ZipCity Status / Accept







Total Total





1 0/0 11/3 11/3# of Households 0 1 100.00






Benefit Type:

Overall


National Objective:

Activity Status:

Projected End Date:


6-Admin-OHCS


Activitiy Category:

03/09/2014

To Date

08/01/2011

( )



OHCS AdminActivity Title:

Project Number:

6-ADMIN

Project Title:


13


$321,192.94


Match Contributed

$321,192.94

$0.00

$0.00

$0.00

$321,192.94

$0.00

Total Budget




Total Obligated

$7,109.59

$0.00

$0.00 $0.00

$0.00

N/A

$26,044.94

$296,222.49



General administrative activities per 24CFR570.206 and overall administrative duties as the Grantee.


City of Salem, Oregon.

During the 2nd Quarter of 2017, OHCS staff continued to monitor all active and non-active Sub-Grantees. These activitiesinclude document review, expenditures and routine administrative duties, as needed. In addition to regular monitoring OHCS isworking with all NSP-3 Sub-Grantees to ensure they have a complete Monitoring Plan to verify occupancy throughout theaffordability period of all activities, in preparation for program closeout.



Activity Locations






$296,222.49$7,109.59OREGON HOUSING & COMMUNITY SERVICES





$7,109.59 Program Funds Drawdown $296,222.49

$296,222.49$7,109.59Total Funds Expended

14


15


July 1, 2017 thru September 30, 2017 Performance Report

B-11-DN-41-0001Grant:

OregonGrantee:

1


Grant Number:

B-11-DN-41-0001

Grantee Name:

Oregon


$5,000,000.00


$2,512,637.98


03/09/2014

Contract End Date:


Review by HUD:

Total Budget:

$7,512,637.98

Disasters:

NSP

Declaration Number

Narratives


Introduction: The U.S. Housing and Urban Development (HUD) allocated $5,000,000 in NSP-3 funds to the State of Oregon (the“Grantee”). HUD requires Grantees to concentrate the allocation funds to neighborhoods with the highest numbers of foreclosures to ensurethe greatest impact on stabilizing neighborhoods. NSP financial assistance to homebuyers and non-profit developers should result inincreased occupancy and improved housing conditions in neighborhoods with the largest inventory of foreclosed, vacant or abandonedresidential properties. Given limited funding and the national objective of achieving the greatest impact on such neighborhoods, OregonHousing and Community Services (OHCS – aka the “Grantee”) has elected to initially focus its allocation of NSP-3 funds in neighborhoodswith a HUD Needs Score of 15 or above. Note the highest Need Score for Oregon is 17 and the HUD threshold for the lowest allowable NeedScore is 11. If it is determined at later date that target areas with scores of 15 or greater are not yielding enough eligible properties that can becompleted within the NSP expenditure deadline, OHCS may consider amending this Action Plan by revising the boundaries of existing targetareas and analyzing the feasibility of areas with scores of 14 or greater. Ultimately any revision must be in accordance with the programintent to focus NSP resources within a concentrated area to ensure maximum impact on stabilizing neighborhoods. Process for SelectingAreas of Greatest Need First, OHCS utilized GIS mapping software to identify geographic areas with a HUD Needs Score of 15 orhigher. Second, OHCS conducted an analysis of these geographic areas using the HUD NSP-3 Mapping system. This second step enabledOHCS to create smaller, more manageable Target Areas where the demand for NSP assistance could be matched up with potential localresources. Overall, 12 separate Target Areas were created across three regions of the state. Third, OHCS conducted a competitive processfor a request for proposals for NSP administrators to determine at least one Subrecipient from each region. Applicants were given the TargetArea maps and Planning Data and given five weeks to submit an application for funding. OHCS reviewed the applications and awarded fundsto applicants proposing to serve Target Areas with a HUD Needs Score of 15 or higher. Because the original 12 Target Areas were too largeand required the completion of number of housing units that exceeded the amount NSP funding, OHCS negotiated the reconfiguration of theTarget Areas down to six areas. Description of the Primary Target Areas Including Market Conditions and Characteristics All of the TargetAreas identified in this Substantial Amendment are within or adjacent to Target Areas from either NSP-1 or NSP-2 target areas. Currently,OHCS as the NSP-1 Grantee and the lead member of the NSP-2 Consortium can attest to the fact that the demand for NSP fundingassistance in all three regions continues to remain strong. NSP-3 is essentially an augmentation of the previous rounds of NSP funding insimilar Target Areas. According to data from the Bureau of Labor and Statistics Oregon has an unemployment rate of 10.6%, the 7th highestunemploymal target areas listed have unemployment rates above the state average. Recent data from RealtyTrac shows fore


closure starts for December of 2010 in each of the primary counties within the three NSP-3 regions still high with 430 in Multnomah, 312 inDeschutes and 199 in Jackson. Region A: Multnomah County - City of Portland & City of Gresham Portland and Gresham are the two mostpopulous cities in the State of Oregon. Portland has one and Gresham has two target areas with a Needs Score of 15 or higher. Both Citieswere Subrecipients of NSP-1 funds and were very successful in adm


Description of the Primary Target Areas Including Market Conditions and Characteristics All of the Target Areas identified in this SubstantialAmendment are within or adjacent to Target Areas from either NSP-1 or NSP-2 target areas. Currently, OHCS as the NSP-1 Grantee and thelead member of the NSP-2 Consortium can attest to the fact that the demand for NSP funding assistance

Active


No QPR Contact Found

Grant Award Amount:

$5,000,000.00

2


in all three regions continues to remain strong. All of the Subrecipients or Subgrantees that administered previous rounds of NSP fundingrequested either NSP-1 or NSP-2 funds given the demand for homebuyer down payment assistance was very strong. In addition, most non-profit affordable housing developers also requested additional funding to acquire eligible properties in these areas. Potential Target Areas inthis Substantial Amendment would be essentially an augmentation of the previous rounds of NSP funding. According to data from the Bureauof Labor and Statistics Oregon has an unemployment rate of 10.6%, the 7th highest unemployment rate in the nation. Most of the cities withinthe potential target areas listed have unemployment rates above the state average. Recent data from RealtyTrac shows foreclosure starts forDecember of 2010 in each of the primary counties within the three regions still high with 430 in Multnomah, 312 in Deschutes and 199 inJackson. Region A: Multnomah County - City of Portland & City of Gresham Portland and Gresham are the two most populous cities in theState of Oregon. Portland has one and Gresham has two target areas with a Needs Score of 15 or higher. Both Cities were Subrecipients ofNSP-1 funds and were very successful in administering NSP Activity A, Financing Mechanisms. In addition, the City of Portland has severalnon-profit partners requesting additional NSP funds for rental properties, community land trust acquisitions and low income home ownershipthrough Habitat for Humanity. The City of Gresham closed over 20 NSP-1 down payment assistance loans and leveraged over $2,700,000 infirst mortgage funds. The City limited their down payment assistance to $25,000 per housing unit. The funds were expended in a timelymanner and the demand is continuous for NSP or a program like NSP to stimulate home buying in the local housing market. The City couldeasily continue this program given additional NSP funding. Physical housing conditions in the City are generally very good and few homesrequire any substantial rehabilitation work. As a result, by simply implementing a down payment assistance program the City could have asignificant impact on both of its NSP-3 Target Areas in a short time frame. Similar to most cities in Oregon, unemployment is high inGresham. However, as the Portland Metropolitan area’s most populous suburb, the city is near employment opportunities therefore it isreasonable to assume an NSP program would be effective in stimulating home ownership in neighborhoods with high foreclosures. The Cityof Portland is very similar to Gresham given the Portland Housing Bureau’s (PHB) success in administering an NSP Activity A, down paymentassistance program. The demand in Portland was so great that PHB was forced to conduct a lotteryosp; Portland also has a high qualityhousing inventory and will likely keep NSP expenditur


es on rehabilitation relatively low. PHB anticipates a majority of its NSP funds will be expended on Activity A. Further, since initially PHB hasonly one Target Area designated under NSP-3 it expects the demand to exceed the availability of funds. Region B: Deschutes County – Cityof Redmond and La PineDeschutes County, located in Central Oregon has the highest NSP Needs Scores. The City of Redmond, located inthe far northeast corner of the county has at least eight b






Preference for Low Income Rental HousingWithin all eligible NSP-3 target areas the Grantee will set housing unit goals for the acquisition and rehabilitation of low income rental housing. The respective Subrecipients or Subgrantees administering NSP will be required to identify viable housing units that can be acquired andrehabilitatedfor low income housing. Where possible multiple unit developments such as condominiums or attached town homes should bepursued for acquisition. (LIRH) requirement. This plan shall include:

3


• The amount of funds set aside for low income rental housing for each NSP-3 target area.• Identification of all low income housing providers within the region with the capacity to acquire, own and manage low income rental housing.• The method for notifying the local housing authority and all affordable housing providers of the availability ofNSP-3 funds available for LIRH. • A local market study describing the demand for LIRH. The study should include but not be limited to area vacancy rates, market rents, trendsin sales prices, absorption rates, median income for the area.• A description of how the NSP-3 will be marketed to affordable housing developers.• How the jurisdiction will ensure that LIRH unitsdeveloped will be marketed to the public.• Availability or accessibility to rental assistance in the jurisdiction.• A description of the local Housing Authority’s affordable housing programs and how the jurisdiction with partner with the HA to ensure thatNSP acquisitions result providing LIRH.Implementation of LIRH plans will be a contractual requirement of all Subrecipients or Subgrantees receiving sub-awards of NSP-3 funds. AllSubrecipients and Subgrantees receiving NSP-3 funds will be required to submit monthly reports to the Grantee on their activities related tothe provision of LIRH. The Grantee will evaluate progress on meeting LIRHrequirements and as necessary reallocate funds to entitiesablemeet or exceed the LIRH requirement.






4


$0.00

N/A

$4,831,733.74

$0.00

$2,535.90

$2,535.90

Total Obligated

$2,135,616.43

$0.00




This Report Period

Total Budget

$7,512,637.98

$0.00 $2,512,637.98

Match Contributed


To Date

$6,964,055.98

$7,376,324.43

$7,512,637.98

Overall


$0.00

$0.00


$532,045.63

$0.00

To Date


$0.00

0.00%

0.00%


$532,045.63

Requirement


$0.00


$750,000.00

Required

$500,000.00



Administration $500,000.00 $722,813.09



Vicinity Hiring:



NSP-3 Grantee Information Grantee: Oregon Housing and Community Services (OHCS) 725 Summer Street – Suite B Salem, OR 97301 Contact Person: Alycia Howell, Program Analyst Tel: 503-986-2109 Email: [email protected] Grantee DUNS #: 809580293



5


Oregon Housing and Community Services (OHCS) has had little activity in the NSP-3 Program. All Sub-Granteeswith Program Income received are waiting for the transfer to their CDBG program. The remaining Grant Fundsavailable will be offered to Sub-Grantees wishing to complete additional projects within the NSP program.The remaining grant funds will remain in the State Pool than reallocated to OHCS Admin as appropriate and toeligible projects as they come up.












6


Activities




Benefit Type:

Overall

$265,510.31

NSP Only - LH - 25% Set-Aside City of Bend2


Match Contributed

$265,510.31

$0.00

$0.00

$0.00

$265,510.31

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Bend-LH

$0.00

$0.00

$0.00

Jul 1 thru Sep 30, 2017

Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

09/25/2013


$265,510.31



$0.00



Purchase/rehabilitation


Bend, Oregon


Purch/RehabLHActivity Title:

Project Number:

2-PR-LH25

Project Title:



City of Bend



7



Activity Locations










8




Benefit Type:

Overall

$1,178,526.30

NSP Only - LH - 25% Set-Aside CITY OF MEDFORD2


Match Contributed

$1,178,526.30

$0.00

$0.00

$0.00

$1,178,526.30

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Medford-LH25

$0.00

$0.00

$0.00


Activitiy Category:

$0.00

$0.00

N/A

03/09/2014

$0.00

To Date

08/01/2011


$1,178,526.30



$0.00

Rehabilitation/reconstruction of residential structures Completed


Acquisition and rehabilitation of thirteen (13) foreclosed single family homes by the local housing authority. The homes will beleased to low income households (households earning less than 50% of the area median income). The housing authority willown and manage the homes. Habitat for Humanity will purchase and sell two (2) single family units to low income qualifiedpurchasers




Medford-PR-LHActivity Title:

Project Number:

2-PR-LH25

Project Title:



Total Total


13/13#Additional Attic/Roof Insulation 0

$0.00 Program Funds Drawdown $1,178,526.30


9



Activity Locations








13/13#Units with bus/rail access 0

13/13#Units exceeding Energy Star 0

0/13# ELI Households (0-30% AMI) 0


Total Total





0 14/15 0/0 14/15# of Households 0 0 100.00



10




Benefit Type:

Overall

$560,833.86



Match Contributed

$560,833.86

$0.00

$0.00

$0.00

$560,385.30

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Portland-LH

$0.00

$237,103.91

$0.00


Activitiy Category:

$141,000.64

$0.00

N/A

03/14/2014

$0.00

To Date

02/27/2013


$464,730.59



$0.00








Project Number:

2-PR-LH25

Project Title:



Total Total



Portland-PI Account



11



Activity Locations







Total Total





0 3/2 0/0 3/2# of Households 0 0 100.00





Benefit Type:

Overall



National Objective:

Activity Status:

Projected End Date:


6-Admin-OHCS


Activitiy Category:

N/A

03/09/2014

To Date

08/01/2011

( )




Project Number:

6-ADMIN

Project Title:


12


$321,192.94

Match Contributed

$0.00

$0.00

$0.00

$321,192.94

$0.00

Total Budget




Total Obligated

$2,535.90

$0.00

$0.00 $0.00

$0.00

$0.00

$298,758.39






During the 3rd Quarter 2017 OHCS program staff reallocated grant funds awarded to the City of Redmond into the State Poolfor use by other eligible Sub-grantees and OHCS Admin. The City of Redmond has expressed interest in transferring theirprogram income into their CDBG funds and not using the grant funds previously allocated to them. The reallocation of fundswas submitted during the 3rd Quarter of 2017.



Activity Locations













13


October 1, 2017 thru December 31, 2017 Performance

B-11-DN-41-0001Grant:

OregonGrantee:

1


Grant Number:

B-11-DN-41-0001

Grantee Name:

Oregon


$5,000,000.00


$2,512,637.98


03/09/2014

Contract End Date:


Review by HUD:

Total Budget:

$7,512,637.98

Disasters:

NSP

Declaration Number

Narratives


Introduction: The U.S. Housing and Urban Development (HUD) allocated $5,000,000 in NSP-3 funds to the State of Oregon (the“Grantee”). HUD requires Grantees to concentrate the allocation funds to neighborhoods with the highest numbers of foreclosures to ensurethe greatest impact on stabilizing neighborhoods. NSP financial assistance to homebuyers and non-profit developers should result inincreased occupancy and improved housing conditions in neighborhoods with the largest inventory of foreclosed, vacant or abandonedresidential properties. Given limited funding and the national objective of achieving the greatest impact on such neighborhoods, OregonHousing and Community Services (OHCS – aka the “Grantee”) has elected to initially focus its allocation of NSP-3 funds in neighborhoodswith a HUD Needs Score of 15 or above. Note the highest Need Score for Oregon is 17 and the HUD threshold for the lowest allowable NeedScore is 11. If it is determined at later date that target areas with scores of 15 or greater are not yielding enough eligible properties that can becompleted within the NSP expenditure deadline, OHCS may consider amending this Action Plan by revising the boundaries of existing targetareas and analyzing the feasibility of areas with scores of 14 or greater. Ultimately any revision must be in accordance with the programintent to focus NSP resources within a concentrated area to ensure maximum impact on stabilizing neighborhoods. Process for SelectingAreas of Greatest Need First, OHCS utilized GIS mapping software to identify geographic areas with a HUD Needs Score of 15 orhigher. Second, OHCS conducted an analysis of these geographic areas using the HUD NSP-3 Mapping system. This second step enabledOHCS to create smaller, more manageable Target Areas where the demand for NSP assistance could be matched up with potential localresources. Overall, 12 separate Target Areas were created across three regions of the state. Third, OHCS conducted a competitive processfor a request for proposals for NSP administrators to determine at least one Subrecipient from each region. Applicants were given the TargetArea maps and Planning Data and given five weeks to submit an application for funding. OHCS reviewed the applications and awarded fundsto applicants proposing to serve Target Areas with a HUD Needs Score of 15 or higher. Because the original 12 Target Areas were too largeand required the completion of number of housing units that exceeded the amount NSP funding, OHCS negotiated the reconfiguration of theTarget Areas down to six areas. Description of the Primary Target Areas Including Market Conditions and Characteristics All of the TargetAreas identified in this Substantial Amendment are within or adjacent to Target Areas from either NSP-1 or NSP-2 target areas. Currently,OHCS as the NSP-1 Grantee and the lead member of the NSP-2 Consortium can attest to the fact that the demand for NSP fundingassistance in all three regions continues to remain strong. NSP-3 is essentially an augmentation of the previous rounds of NSP funding insimilar Target Areas. According to data from the Bureau of Labor and Statistics Oregon has an unemployment rate of 10.6%, the 7th highestunemploymal target areas listed have unemployment rates above the state average. Recent data from RealtyTrac shows fore


closure starts for December of 2010 in each of the primary counties within the three NSP-3 regions still high with 430 in Multnomah, 312 inDeschutes and 199 in Jackson. Region A: Multnomah County - City of Portland & City of Gresham Portland and Gresham are the two mostpopulous cities in the State of Oregon. Portland has one and Gresham has two target areas with a Needs Score of 15 or higher. Both Citieswere Subrecipients of NSP-1 funds and were very successful in adm


Description of the Primary Target Areas Including Market Conditions and Characteristics All of the Target Areas identified in this SubstantialAmendment are within or adjacent to Target Areas from either NSP-1 or NSP-2 target areas. Currently, OHCS as the NSP-1 Grantee and thelead member of the NSP-2 Consortium can attest to the fact that the demand for NSP funding assistance

Active


No QPR Contact Found

Grant Award Amount:

$5,000,000.00

2


in all three regions continues to remain strong. All of the Subrecipients or Subgrantees that administered previous rounds of NSP fundingrequested either NSP-1 or NSP-2 funds given the demand for homebuyer down payment assistance was very strong. In addition, most non-profit affordable housing developers also requested additional funding to acquire eligible properties in these areas. Potential Target Areas inthis Substantial Amendment would be essentially an augmentation of the previous rounds of NSP funding. According to data from the Bureauof Labor and Statistics Oregon has an unemployment rate of 10.6%, the 7th highest unemployment rate in the nation. Most of the cities withinthe potential target areas listed have unemployment rates above the state average. Recent data from RealtyTrac shows foreclosure starts forDecember of 2010 in each of the primary counties within the three regions still high with 430 in Multnomah, 312 in Deschutes and 199 inJackson. Region A: Multnomah County - City of Portland & City of Gresham Portland and Gresham are the two most populous cities in theState of Oregon. Portland has one and Gresham has two target areas with a Needs Score of 15 or higher. Both Cities were Subrecipients ofNSP-1 funds and were very successful in administering NSP Activity A, Financing Mechanisms. In addition, the City of Portland has severalnon-profit partners requesting additional NSP funds for rental properties, community land trust acquisitions and low income home ownershipthrough Habitat for Humanity. The City of Gresham closed over 20 NSP-1 down payment assistance loans and leveraged over $2,700,000 infirst mortgage funds. The City limited their down payment assistance to $25,000 per housing unit. The funds were expended in a timelymanner and the demand is continuous for NSP or a program like NSP to stimulate home buying in the local housing market. The City couldeasily continue this program given additional NSP funding. Physical housing conditions in the City are generally very good and few homesrequire any substantial rehabilitation work. As a result, by simply implementing a down payment assistance program the City could have asignificant impact on both of its NSP-3 Target Areas in a short time frame. Similar to most cities in Oregon, unemployment is high inGresham. However, as the Portland Metropolitan area’s most populous suburb, the city is near employment opportunities therefore it isreasonable to assume an NSP program would be effective in stimulating home ownership in neighborhoods with high foreclosures. The Cityof Portland is very similar to Gresham given the Portland Housing Bureau’s (PHB) success in administering an NSP Activity A, down paymentassistance program. The demand in Portland was so great that PHB was forced to conduct a lotteryosp; Portland also has a high qualityhousing inventory and will likely keep NSP expenditur


es on rehabilitation relatively low. PHB anticipates a majority of its NSP funds will be expended on Activity A. Further, since initially PHB hasonly one Target Area designated under NSP-3 it expects the demand to exceed the availability of funds. Region B: Deschutes County – Cityof Redmond and La PineDeschutes County, located in Central Oregon has the highest NSP Needs Scores. The City of Redmond, located inthe far northeast corner of the county has at least eight b






Preference for Low Income Rental HousingWithin all eligible NSP-3 target areas the Grantee will set housing unit goals for the acquisition and rehabilitation of low income rental housing. The respective Subrecipients or Subgrantees administering NSP will be required to identify viable housing units that can be acquired andrehabilitatedfor low income housing. Where possible multiple unit developments such as condominiums or attached town homes should bepursued for acquisition. (LIRH) requirement. This plan shall include:

3


• The amount of funds set aside for low income rental housing for each NSP-3 target area.• Identification of all low income housing providers within the region with the capacity to acquire, own and manage low income rental housing.• The method for notifying the local housing authority and all affordable housing providers of the availability ofNSP-3 funds available for LIRH. • A local market study describing the demand for LIRH. The study should include but not be limited to area vacancy rates, market rents, trendsin sales prices, absorption rates, median income for the area.• A description of how the NSP-3 will be marketed to affordable housing developers.• How the jurisdiction will ensure that LIRH unitsdeveloped will be marketed to the public.• Availability or accessibility to rental assistance in the jurisdiction.• A description of the local Housing Authority’s affordable housing programs and how the jurisdiction with partner with the HA to ensure thatNSP acquisitions result providing LIRH.Implementation of LIRH plans will be a contractual requirement of all Subrecipients or Subgrantees receiving sub-awards of NSP-3 funds. AllSubrecipients and Subgrantees receiving NSP-3 funds will be required to submit monthly reports to the Grantee on their activities related tothe provision of LIRH. The Grantee will evaluate progress on meeting LIRHrequirements and as necessary reallocate funds to entitiesablemeet or exceed the LIRH requirement.






4


$0.00

N/A

$4,835,672.31

$0.00

$7,232.76

$3,938.57

Total Obligated

$2,132,322.24

$0.00




This Report Period

Total Budget

$7,512,637.98

$0.00 $2,512,637.98

Match Contributed


To Date

$6,971,288.74

$7,118,509.71

$7,512,637.98

Overall


$27,448.56

($257,814.72)

October 1, 2017 to December 31, 2017Oregon Housing and Community Services has had little activity in the NSP-3 Program. All Sub-Grantees withprogram income are waiting for the transfer to their CDBG program. The majority of the grant funds available are inthe NSP-3 State Pool until the program income transfer has taken place, at that time, OHCS will put out a notice toremaining participating NSP-3 Subs of funds available.



$532,690.01

$0.00

Actual


$0.00

0.00%

0.00%


$532,690.01

Requirement


$0.00


$750,000.00

Target

$500,000.00


Progress towards LH25 Requirement $1,878,159.50 $2,363,616.74



Vicinity Hiring:



NSP-3 Grantee Information Grantee: Oregon Housing and Community Services (OHCS) 725 Summer Street – Suite B Salem, OR 97301 Contact Person: Alycia Howell, Program Analyst Tel: 503-986-2109 Email: [email protected]

Grantee DUNS #: 809580293



5


Administrative duties currently are collecting requests for the Sub-Grantees wanting to transfer their program incomeinto their current CDBG program. OHCS is still working with Sub-Grantees for the transfer of program income asthey make plans to use the funds in their CDBG programs. Additional program income has been reported to OHCSby Sub-Grantees, the City of Bend and the City of Redmond during this quarter, however, it will not be posted intothe DRGR system as the funds will be transferred upon approval from HUD into their CDBG programs.





1-FM, Financing Mechanisms $0.00 $955,737.28 $662,752.08



State Pool, State Pool $0.00 $145,831.71 $0.00

6


Activities

1-FM / Financing MechanismsProject # / Title:



Benefit Type:

Overall

$588,662.98



Match Contributed

$588,662.98

($90,000.00)

$0.00

$0.00

$588,662.98

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

1-FM-Redmond-LMMI

$0.00

$54,000.00

$0.00

Oct 1 thru Dec 31, 2017

Activitiy Category:

$232,985.20

$0.00

N/A

03/09/2014

($89,968.79)

To Date

08/01/2011


$588,662.98



$0.00



Provide downpayment and closing cost assistance to low moderate and middle income homebuyers to purchase NSP eligibleresidential properties.




Redmond-FM-LMMIActivity Title:

Project Number:

1-FM

Project Title:



City of Redmond



7



Activity Locations







Total Total





0 0/0 21/20 21/20# of Households 0 0 100.00





Benefit Type:

Overall


Total Projected Budget from All Sources $2,418,214.85

National Objective:

Activity Status:

Projected End Date:


2-PR-Portland-LMMI


Activitiy Category:

N/A

03/09/2014

To Date

08/01/2011





Project Number:

2-PR-LH25

Project Title:


Portland-PI Account


8


$2,418,214.85

Match Contributed

$0.00

$0.00

$0.00

$2,418,214.85

$0.00

Total Budget




Total Obligated

$0.00

$1,571,669.11

$0.00 $1,538,598.83

$0.00

$0.00

$2,385,144.57








Activity Locations




Total Total



Total Total





0 0/0 11/3 11/3# of Households 0 0 100.00





9





10




Benefit Type:

Overall

$997,102.01



Match Contributed

$997,102.01

$1,204.09

$0.00

$0.00

$831,755.21

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

2-PR-Redmond-LMMI

$0.00

$509,410.44

$0.00


Activitiy Category:

$165,078.44

$0.00

N/A

03/09/2014

($149,066.94)

To Date

12/01/2011


$831,755.21



$0.00



Acquisition Rehab


Redmond, OR


Redmond Purchase/RehabActivity Title:

Project Number:

2-PR-LH25

Project Title:



Total Total



Total Total


City of Redmond



11



Activity Locations










0 0/0 6/3 6/6# of Households 0 0 100.00






Benefit Type:

Overall

$321,192.94



$0.00

$321,192.94

Total Budget

National Objective:

Activity Status:

Projected End Date:


Total Obligated

6-Admin-OHCS


Activitiy Category:

N/A

03/09/2014

$0.00

To Date

08/01/2011

( )




Project Number:

6-ADMIN

Project Title:


12



$0.00

$0.00



Total Funds Drawdown $3,938.57

$0.00

$0.00 $0.00

$0.00

$302,696.96






During the 4th Quarter 2017, OHCS program staff continue to work with the Sub-Grantees collecting information for the transferof program income to their CDBG programs. Administrative duties for OHCS have been minimal in NSP-3. Sub-Grantees, theCity of Bend and the City of Redmond have received program income and have indicated they want to transfer their programincome to their CDBG program. Because of this, OHCS program staff has determined not to enter the program income intoDRGR as the receipts will have to be canceled when the transfer is approved by HUD. The program income will be submittedinto DRGR in the 2nd Quarter of 2018 should the program income transfer not happen in the 1st Quarter of 2018.



Activity Locations













13




Benefit Type:

Overall

$144,851.72

N/A City of Redmond


Match Contributed

$144,851.72

($35.80)

$0.00

$0.00

$122,350.52

$0.00

Total Budget

National Objective:


Activity Status:



Projected End Date:


Total Obligated

6-Admin-Redmond

$0.00

$65,454.52

$0.00


Activitiy Category:

$39,659.13

$0.00

N/A

03/09/2014

($18,778.99)

To Date

08/01/2011

( )

$119,056.33



$0.00







Redmond AdminActivity Title:

Project Number:

6-ADMIN

Project Title:


$122,350.52$3,294.19City of Redmond




City of Redmond



14



Activity Locations








15


Grantee: Oregon Grant: B-11-DN-41-0001 January 1, 2017 ...€¦ · January 1, 2017 thru March 31,...

Documents

Transcript of Grantee: Oregon Grant: B-11-DN-41-0001 January 1, 2017 ...€¦ · January 1, 2017 thru March 31,...