BUILDING RELATIONSHIPS: PACE PROGRAMS AND AFFORDABLE HOUSING

FOR THE ELDERLYAimee Reimann, COO United Church Homes and

ServicesLane Sarver, Owner Sarver Housing Group

Gregg Warren, President/Executive Director: dhic, Inc

Aimee Reimann, COOUnited Church Homes and Services

Aimee Reimann spearheaded UCHS’ first PACE program (Carolina SeniorCare) in 2012. Recently her efforts have been focused on new PACE services in Forsyth Stokes and a portion of Yadkin counties as well as expansion of Carolina SeniorCare in Beaufort, Carteret, Craven and Pamlico Counties in Eastern North Carolina.

Lane Sarver, Founder and President

Sarver Housing Group

Lane brings over 45 years of experience in affordable housing,

Lane is based in Chapel Hill, North Carolina.

Lane holds a BArch and a BA in Sociology from Louisiana State University, a Master of Regional Planning from the University of North Carolina at Chapel Hill, and a Master of International Housing and Social Change from the London School of Economics. Lane serves on the North Carolina Interagency Council for Coordinating Homeless Programs and recognized as a leading figure in affordable housing throughout North Carolina.

Gregg Warren, President and ED

DHIC Gregg has led DHIC since 1985. Over

the years, DHIC has established a reputation as an innovative, productive developer of affordable housing in the Triangle area. Award winning properties provide stable, quality housing for the residents we serve, and our homeownership education programs provide clients with long term success.

Prior to DHIC, Gregg spent six years in state government distributing housing and community development funds and providing technical assistance to smaller towns and counties across North Carolina. He also worked as the founding Executive Director of the Chatham Housing Authority and as a housing planner for Triangle J Council of Governments.

United Church Homes and Services

Incorporated in 1961, UCHS has a rich tradition of commitment to older adults, offering lifestyle opportunities with something for everyone

A supporting foundation

Three retirement communities

Abernethy Laurels, Newton, NC Piedmont Crossing, Thomasville, NC Lake Prince Woods, Suffolk, VA

United Church Homes and Services

Seven supportive housing programs

Carolina Senior Living, Lexington, NC Covenant Place, Chapel Hill, NC Emmanuel’s Place, Statesville, NC St. Matthew’s Place, Albemarle, NC New Bern Older Adult Housing (NOAH), New Bern, NC St. Joseph’s Place, Durham, NC The Willows, Burlington, NC

United Church Homes and Services

Home Care Services

Laurels at Home, Newton, NC Piedmont Crossing Home Care, Thomasville, NC

WHAT IS PACE?

Comprehensive, fully

integrated healthcare delivery systemfor the frail, older

adultsCommunity-basedComprehensive (medical and social services)Capitated (managed care)CoordinatedHonors the desires of the frail elderly

WHY PACE?

Participants stay in familiar surroundings

Participants maintain a certain self-sufficiency

Participants maintain a maximum level of physical, social and cognitive function

PACE and Housing

Role with housing – Nearly all PACE programs (95%) serve participants who reside in senior housing.

Participants residing in senior housing –Nearly half (45%) of serve participants that reside in 5-10 senior housing buildings, and most (63%) are located between 5 and 10 miles from their PACE center.

PACE and Housing

Ownership of senior housing – Less than one-third (29%) of PACE programs own either affordable senior housing or assisted living units; of these, most include funds from the HUDSection 202 program.

Co-location with senior housing – Nearly one-third (32%) of PACE programs co-locate at least one of their centers with senior housing.

Carolina SeniorCare

Desire for participants remain independent as long as possible in the least restrictive setting

Sarver Housing Group

Sarver Housing Group works with non-profit organizations and for-profit developers to create affordable housing opportunities for the elderly and people with disabilities

Affordable Housing for Low Income Elderly

Affordability: residents usually pay 30% of income for shelter and utilities

Affordable Housing for Low Income ElderlyContinued

Sources of Affordable Housing: Federal

Public Housing - Elderly Housing Projects Number of PHA’s in NC Number of elderly specific projects

Public Housing – Section 8 Vouchers Number of Section 8 agencies in NC Number of vouchers limited, long waiting lists

Affordable Housing for Low Income ElderlyContinued

For persons whose only income is Supplemental Security Income of $710, rent + utilities should not exceed $213.

Supplements or subsidies are needed to make the

difference to rents of modest but decent housing - HUD has established “Fair Market Rents” for each county, which is supposed to represent the rent at the 40% range of rents.

Affordable Housing for Low Income ElderlyContinued

Private Non-profit Housing Rent Supplement Projects (Section 236)

Older projects, many being phased out Project Based Section 8 Projects

Older projects were Federal allocations Newer project must obtain vouchers from PHA’s limited

supply, through attrition as vouchers are returned Section 202 - Capital Advances and Project

Rental Assistance Contract (PRAC units) Number of projects/units in NC Program has ended capital advances, is slated to

provide rental assistance units to Housing Finance Agencies.

Affordable Housing for Low Income ElderlyContinued

Private Non-Profit and For-Profit Housing

Low Income Housing Tax Credit – Allows lower rents by inviting private investment in return for credits against income tax liabilities for 10 years.

Approx 2500 units in North Carolina each year Highly competitive, does not reach low income

except with additional rental subsidies.

HUD

Promote seniors to age in place Provide seniors a safe, affordable home

Affordable Housing for Low Income ElderlyContinued

Housing with PACE – Section 202 housing provided by non-profit PACE operators

United Church Homes and Services - Co-locating housing adjacent to PACE site, Carolina SeniorCare and Carolina Senior Living

St. Joseph of the Pines – 202 projects that serve Fayetteville PACE Center, LIFE St. Joseph of the Pines

DHIC is a leading non-profit affordable housing developer based in Raleigh, North Carolina

Established in 1974 with a mission to build communities in the Research Triangle region of North Carolina that are diverse, economically vibrant, and affordable

DHIC is the developer/owner of 21 rental communities for families, 13 senior rental communities, 2 supportive housing complexes, all of which total 2,100 apartments in 8 counties

About DHIC

All of our senior apartments are designed for independent living with full kitchens and baths

Two types of senior housingo Tax credit: 7 communities w/ 460

apartmentso HUD 202: 5 communities w/ 179

apartments

Partner with Resources for Seniors to provide service Coordination

HIGH DEMAND!

About DHIC

A service coordinator’s objective is to assist each resident in maximizing independence while remaining in his/her home. This goal is accomplished by linking residents with appropriate community resources.

The service coordinator:

Conducts client assessments and identifies potential needs

Arranges health, wellness, and educational presentations at the senior community

Service coordinators do not provide direct services

What is Service Coordination?

Service coordination operates on a fee-based contract

Highland Village Cary, NCSite Map

HighlandVillage Apartments

HighlandManorApartments

HighlandTerraceApartments

The Commons @ Highland Village

HighlandTownhomes

Highland Village Cary, NCSite Overview

Highland Terrace Cary, NCDemographics 80 apartments

86 residentsFemale HH: 68Male HH: 12Joint/Married: 6

Average Age: 74Average Income $18,660Contract Rent: $365-$615Average Rent: $558

Resources for Seniors and the Town of Cary are the service partners for our senior sites at

Highland Village

Turnberry Wake Forest, NC HUD 202

Turnberry Wake Forest, NC Demographics 41 apartments

41 residentsFemale HH: 37

Male HH: 4

Average Age: 76Average Income$12,939Contract Rent: $416Average Rent: $195

Walking distance toNorthern Wake Senior Center

Resources for Seniors is the service partner for Turnberry

Apartments

Carolina SeniorCareCarolina Senior Living

Site Map

Carolina SeniorCare and Carolina Senior Living

Carolina Senior Living

Carolina Senior Living

30 Units 1 Bedroom/1 Bathroom Handicap Accessible Rent Based on Income Age Requirement: 62 and older

Other amenities include a multipurpose community room with a kitchen, a screened-in porch, common laundry rooms, fitness room, library and media room.

Carolina Senior Living

Example of Unit Floor Plan

Building Relationships

What PACE can offer Housing:

Highly Coordinated Care Transportation Socialization Entertainment Volunteer Opportunities, sense of purpose Ability to age in place Meals Tenant Retention Other ideas, telehealth, health screens

Building Relationships

Participant access to affordable, safe and secure housing

Participant can age in place

Build friendships Referral Source

How PACE Benefits from Housing:

Community Benefits

Revitalization of neighborhoods (many PACE sites are renovated properties)

New businesses (a new pharmacy has opened adjacent to Carolina Senior Living)

New pharmacy opens near Carolina SeniorCare and

Carolina Senior Living

Winning Combinations

UCHS Future Plans Include:

Carolina SeniorCare Expansion near our HUD property (NOAH) in New Bern, NC

Measuring the Costs, Savings of Aging in Place

Evidence suggests programs that support aging in place may yield cost savings for families, government, and health systems

Aging in place has also been shown to have health and emotional benefits over institutional care

It's catching on. A recent article in HousingFinance.com illustrates how developers for-profit and non-profit are recognizing the benefits of combining housing and healthcare.

We are delighted to be on the forefront of this trend in North Carolina

Housing and healthcare is a winning combination

How to find affordable senior rental housing

www.nchfa.com

www.hud.gov

Questions

Contact Information:United Church Homes and Services100 Leonard AvenueNewton, NC 28658Aimee Reimann 828-465-8011

Sarver Housing Group900-C Franklin Square1829 E. Franklin StreetChapel Hill, North Carolina 27514Lane Sarver919-967-5520

DHIC, Inc.113 South Wilmington StreetRaleigh, NC 27601Gregg Warren919-832-4345