Board of Commissioners Meeting - Home Forward · 2/17/2015 · REPORT 85 Stories Update Mike Andrews Peter Beyer 503.802.8507 503.802.8538 ADJOURN EXECUTIVE SESSION The Board of

A new industry report features an in-depth look at how five housing authorities, including Home Forward, use their Moving to Work deregulation authority.

Board of Commissioners Meeting

Location:

Multnomah County Building

501 SE Hawthorne Blvd

Portland, Oregon 97214

Date & Time:

February 17, 2015 6:15 PM

PUBLIC NOTICE:

Home Forward BOARD OF COMMISSIONERS

will meet on Tuesday, February 17, 2015

At 6:15 pm At the Multnomah County Building 501 SE Hawthorne Blvd., Portland In the Commissioners Board Room

Home Forward Board of Commissioners February 2015

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MEMORANDUM

To: Community Partners

From: Michael Buonocore, Executive Director

Date: February 11, 2015

Subject: Home Forward Board of Commissioners February Meeting

The Board of Commissioners of Home Forward will meet on Tuesday, February 17, 2015 at the Multnomah County Building, 501 SE Hawthorne Blvd., in the Commissioners Board Room, Portland at 6:15 P.M. The commission meeting is open to the public. The meeting site is accessible, and persons with disabilities may call 503-802-8423 or 503-802-8554 (TTY) for accommodations (e.g. assisted listening devices, sign language, and/or oral interpreter) by 12:00 pm (noon), Friday, February 13, 2015.


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AGENDA


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BOARD OF COMMISSIONERS MEETING

MULTNOMAH COUNTY BUILDING COMMISSIONERS BOARD ROOM

501 SE HAWTHORNE BLVD. PORTLAND, OREGON

February 17, 2015 6:15 PM

INTRODUCTION AND WELCOME PUBLIC COMMENT General comments not pertaining to specific resolutions. Any public comment regarding a specific resolution will be heard when the resolution is considered. MISSION MOMENT

Topic Presenter

Pixel Arts Game Education Betty Dominguez

MEETING MINUTES

Topic

Minutes of January 20, 2015 Board of Commissioners Meeting

REPORTS / RESOLUTIONS

Following Reports and Resolutions:

15-02 Topic Presenter/POC Phone #

01 Authorize Payment Standards

Jill Smith Dena Ford-Avery

503.802.8565503.802.8568


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REPORT 85 Stories Update Mike Andrews Peter Beyer

503.802.8507503.802.8538

ADJOURN EXECUTIVE SESSION The Board of Commissioners of Home Forward may meet in Executive Session pursuant to ORS 192.660(2). Only representatives of the news media and designated staff are allowed to attend. News media and all other attendees are specifically directed not to disclose information that is the subject of the session. No final decision will be made in the session. THE NEXT MEETING OF THE BOARD OF COMMISSIONERS The next Board of Commissioners meeting will be Tuesday, March 17, 2015 at 6:15 PM. This meeting will take place at the Multnomah County Building, 501 SE Hawthorne Blvd, in the Commissioners Board Room.


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MINUTES


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BOARD OF COMMISSIONERS MEETING HOME FORWARD

501 SE Hawthorne Boulevard – Portland, Oregon January 20, 2015

COMMISSIONERS PRESENT Vice Chair Jim Smith, Second Vice Chair Miki Herman, Treasurer Jorge Guzman, Commissioners Dan Anderson, Tiffiny Hager, Benita Legarza, Brian Lessler, Charlene Mashia STAFF PRESENT Michael Buonocore, Mike Andrews, Theresa Auld, April Berg, Peter Beyer, Robert Dell, Betty Dominguez, Dena Ford-Avery, Rebecca Gabriel, Ben Loftis, Shelley Marchesi, Kitty Miller, Rodger Moore, Molly Rogers, Ian Slingerland, Jill Smith, Celia Strauss Vice Chair Jim Smith convened the meeting at 6:15 PM. He noted that he would chair the meeting in place of Chair David Widmark, who was ill. PUBLIC COMMENT No one requested to deliver public comment. MISSION MOMENT Volunteers of America Youth Prevention Services Kitty Miller noted that Volunteers of America (VOA) was providing youth prevention services to Home Forward and had done great work at several Home Forward properties. Programs at the properties encouraged children and youth to participate in activities and get support for school work. They supported Goal 3 of Home Forward’s Strategic Operations Plan. Miller introduced Elizabeth Sherman, Director of Prevention Services for VOA. Sherman said she was excited about the work being done at five Home Forward communities. She announced that children from three of those communities were present


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to speak before the Board that night. She pointed out that the programs sought to provide academic support and build community. Two residents of Home Forward’s Dekum Court property explained how the VOA program helped with college visits, college paperwork, building their motivation to achieve, providing mentors to help with educational struggles, changing their perspectives, and making them want to better themselves. Each expressed their appreciation for the program. Program participants and volunteers at Home Forward’s Eastwood Court and Sequoia Apartments properties described how they appreciated the games and snacks in the community room, getting help with homework, the help in finding friends in the community, the elimination of bullying at the property’s playground, cooking skills classes, learning new things about other cultures, a backpacking trip, the opportunity to talk with a mentor, the ability for parents to help out with the program, the benefits to the community, the respect for diversity being taught, learning how to build teams and have healthy friendships, family community nights, and the self-esteem engendered in the children. Commissioner Miki Herman thanked the presenters for sharing their stories. She asked what was keeping the program from being run at all Home Forward properties. Miller replied that the funding for the program was granted by Multnomah County, and was enough to have the program at five properties. Commissioner Herman said the program needed to be expanded based on how well it was presented to the Board. She congratulated all of the program participants. Executive Director Michael Buonocore highlighted how the presentation exemplified the Mission Moment’s purpose of showing the connection between actions taken by the Board and the impacts on Home Forward households. He pointed out how the Board had recently approved Home Forward’s contract with VOA, which was funded by Multnomah County. Buonocore noted discussions he had with Joanne Fuller, of Multnomah County, about partnering more closely and with Jill Smith, Chief Operating Officer about expanding the program. He congratulated the children who had presented to the Board on the successes in the program. Commissioner Charlene Mashia and Vice Chair Jim Smith thanked the children and youth who had spoken before the Board.


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BOARD OF COMMISSIONERS COMMENTS Appointment to Board of Commissioners Executive Committee Vice Chair Jim Smith said that Chair Emeritus Harriet Cormack’s resignation had created an open slot on the Board’s Executive Committee. Commissioner Miki Herman was next in line for the position, so Vice Chair Smith asked for a motion to appoint Commissioner Miki Herman as the Board’s Second Vice Chair. Commissioner Charlene Mashia moved to make the appointment. Treasurer Jorge Guzman seconded the motion. The vote was as follows: Vice Chair Jim Smith – Aye Treasurer Jorge Guzman – Aye Commissioner Dan Anderson – Aye Commissioner Tiffiny Hager – Aye Commissioner Miki Herman – Aye Commissioner Benita Legarza – Aye Commissioner Brian Lessler – Aye Commissioner Charlene Mashia – Aye Vice Chair Jim Smith also relayed Chair David Widmark’s opinion that Home Forward would be better represented on the Home for Everyone Board by the Executive Director. Vice Chair Jim Smith asked for a motion to appoint Executive Director Michael Buonocore to the Home for Everyone Board in place of Chair David Widmark. Second Vice Chair Miki Herman moved to make the appointment; Commissioner Charlene Mashia seconded. The vote was as follows: Vice Chair Jim Smith – Aye Second Vice Chair Miki Herman – Aye Treasurer Jorge Guzman – Aye Commissioner Dan Anderson – Aye Commissioner Tiffiny Hager – Aye Commissioner Benita Legarza – Aye Commissioner Brian Lessler – Aye Commissioner Charlene Mashia – Aye CONSENT CALENDAR RESOLUTION 15-01-01 Authorize Intergovernmental Agreement with the City of Portland for Managing Workforce Hiring and Training and Section 3 Program Services


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RESOLUTION 15-01-02 Authorize Amendments to the Admission and Continued Occupancy Policy (ACOP) for the Public Housing Program Celia Strauss read the items on the Consent Calendar. Vice Chair Jim Smith said that the items had been reviewed by the Board’s Executive Committee and at the Board’s work session. Commissioner Brian Lessler moved to adopt the items. Commissioner Dan Anderson seconded the motion. The vote was as follows: Vice Chair Jim Smith – Aye Second Vice Chair Miki Herman – Aye Treasurer Jorge Guzman – Aye Commissioner Dan Anderson – Aye Commissioner Tiffiny Hager – Aye Commissioner Benita Legarza – Aye Commissioner Brian Lessler – Aye Commissioner Charlene Mashia – Aye MEETING MINUTES Minutes of December 16, 2014, Board of Commissioners Meeting Treasurer Jorge Guzman moved to adopt the minutes. Commissioner Dan Anderson seconded the motion. The vote was as follows: Vice Chair Jim Smith – Aye Second Vice Chair Miki Herman – Aye Treasurer Jorge Guzman – Aye Commissioner Dan Anderson – Aye Commissioner Tiffiny Hager – Aye Commissioner Benita Legarza – Aye Commissioner Brian Lessler – Aye Commissioner Charlene Mashia – Aye REPORT Legislative Update Ryan Fisher, of NW Public Affairs, delivered the update. Fisher thanked the Board for the invitation to present the update and expressed his appreciation for seeing the meeting’s


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Mission Moment. He described how his agency worked with Home Forward, other public housing authorities from across Oregon, and the Oregon Housing Authorities association, for which it also performed administration and meeting organization. He also described how priorities were set for the different organizations. Fisher said the upcoming session of the Oregon Legislature would be very interesting. It would set the first budget since 2009 that would not be cutting funding. Thus, discussions could be held regarding new investments, and many different proposals were expected. Several of the proposals would deal with housing. Some proposals would center on the theme of raising wages, which would relate to housing rent burdens. Paid sick leave and retirement savings legislation would also be proposed, each of which related to low-income working families. Much of the media and legislative attention was anticipated to go to marijuana legalization and regulation. A transportation package would also see some attention. Fisher noted how the Governor’s proposed budget had a surprising amount allocated for affordable housing. He mentioned the connection between housing and health, a subject of interest to the Governor. He pointed out how the funding allocated for affordable housing would be generated from general obligation bonds. Many questions remained about the details of the proposal. Oregon Housing and Community Services was researching the answers with its bond counsel, so more information about the proposal would be forthcoming. Fisher explained a separate proposal to use lottery-backed bonds to preserve affordable housing units. He also noted the topic of inclusionary zoning—requiring that new developments include an amount of affordable units. State law preempted local jurisdictions from inclusionary zoning. A work group was created in the previous legislative session to study other tools that would increase affordable housing. The work group identified problems attracting affordable housing development funds to certain areas of Oregon, and it made several recommendations. Allowing inclusionary zoning was not among the recommendations, but it would be part of other proposals being planned for introduction to the legislature. Fisher also said that ideas were being discussed regarding systems alignment—designing services so that they could be more easily accessed instead of relying on the person to knit together what services the person could find. Discussions were also being held regarding a benefits cliff—where people who get raises end up worse off because they are no longer eligible for subsidies or services. A related topic would be how services would


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be used by the Temporary Assistance for Needy Families (TANF) program after years of service reductions due to budgetary restrictions. Housing authorities would be interested in opportunities to align with those services. Fisher noted that expenditures for the state’s Community Action Agency Network and homeless assistance program would also be discussed—which could affect Home Forward’s Short Term Rent Assistance program as well as other Multnomah County programs. Fisher said that, aside from expanding recording fees to help with veterans experiencing homelessness, there had been no increases of general funds for housing for some time. But it was on the agenda for the 2015 session. Fisher also relayed how the Oregon Housing Alliance had been successful in advocating for housing issues, how the Oregon Housing Authorities association was a member of the alliance, and how Board members could take part in discussions with legislators. He suggested that legislation regarding individual development accounts could receive attention and the Board members may appreciate involvement in those discussions. Commissioner Dan Anderson asked Fisher if the Governor’s budget proposal’s textual reference to the homeless and households in danger of homelessness could be extended to affordable housing in general. Fisher said that would be one of the questions to be addressed. He acknowledged the proposal’s goal of addressing homelessness, but said the proposal did not require all of the funding to go to homelessness, specifically, and maximizing the number of units available to serve that population would also address the goal. Fisher also noted how the funding could not be used for operating costs, which would necessitate development of units for a mix of incomes in order to pencil-out projects. Second Vice Chair Miki Herman noted how many people were needed to move the needle at all and how advocacy was incumbent on the Board. She recalled a compelling presentation given to the Board regarding veterans. She asked whether there were any chance that Home Forward would be given any state money and be left to decide how to use it. Fisher responded that it was still unknown how the funding would be distributed, even whether awards would be competitive or not. He suggested some additional possibilities for the means of distribution, such as for construction, tied to use of vouchers, or for emergency housing deposits. Fisher affirmed for Commissioner Charlene Mashia that NW Public Affairs was a lobbying firm. Commissioner Mashia asked whether one could be sure that what was good for one housing authority would be good for all of them. Fisher said that that was typically the


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case. He acknowledged that Home Forward was unique as a Moving to Work agency, but it was still 95% the same as other housing authorities. Commissioner Anderson asked if anything was being done to make inclusionary zoning proposals more palatable to their opponents, such as restricting it to locales of a particular size. Fisher said that there were likely multiple ways to make proposals more palatable to developers. He said that many different organizations were involved in discussions regarding inclusionary zoning. He expected that the discussions would heat up when the issue moved closer to an actual vote. RESOLUTION 15-01-03 Authorize Interim Financing for St. Francis Park Mike Andrews presented the resolution. He summarized that St. Francis Park was a planned development of 102 affordable units in southeast Portland that Home Forward was working on in partnership with Catholic Charities and the St. Francis of Assisi Catholic Church. The resolution would authorize investing additional Home Forward funds as working capital. The investment would be documented in the form of a loan to the limited partnership that owned the development. The partnership was comprised of Catholic Charities as general partner and Home Forward as special limited partner. Home Forward would have no role in managing the property, but had been hired as the developer and would be paid a fee. Andrews said that the funding authorized by the resolution would pay for the steps to get the project to its financial closing. He said that Home Forward typically spends such amounts on the developments it does itself. Because this development is for a non-Home Forward entity, it would be documented as a loan. The resolution covered what would be spent on design, permits, and closing. Andrews noted that the project had been presented to the Board’s Real Estate and Development Committee. Commissioner Brian Lessler confirmed that it had been discussed by the committee, as well as presented to the entire Board. Commissioner Dan Anderson asked what security Home Forward would take for the loan. Andrews said that Home Forward owned the land and would have ownership of the work product. Commissioner Anderson moved to adopt the resolution. Second Vice Chair Miki Herman seconded the motion. The vote was as follows: Vice Chair Jim Smith – Aye


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Second Vice Chair Miki Herman – Aye Treasurer Jorge Guzman – Aye Commissioner Dan Anderson – Aye Commissioner Tiffiny Hager – Aye Commissioner Benita Legarza – Aye Commissioner Brian Lessler – Aye Commissioner Charlene Mashia – Aye RESOLUTION 15-01-04 Authorize the Omnibus Financing, Development and Operation for Gallagher Plaza and the Northwest Tower & Annex (Group 1) Mike Andrews presented the resolution to the Board. He said that the next six resolutions were all for Home Forward’s 85 Stories project. Presentations regarding the 85 Stories transactions had been given to the Board’s Real Estate and Development Committee and to the Board at a work session. Regarding the project, Property Management was hard at work getting residents to sign new leases to comply with tax-credit regulations, planning was underway regarding how the work would move through each building and impact the residents, and residents were being prepared. Bids received for the construction work were lower than presumed, so there was a chance some work could be added to the scope. Work had also been done with the financial partners and their attorneys to get the transactions ready for the closing. Andrews noted that he was relieved the complexity of the project had not lead to bids that were higher than presumed. Andrews reviewed the subjects of Resolutions 15-01-04, 15-01-05, and 15-01-06. Vice Chair Jim Smith suggested proceeding with questions and voting. Commissioner Charlene Mashia asked if Andrews expected a need to add scope to the work as conditions are revealed during construction. Andrews said that he could guarantee that unforeseen conditions would be discovered. He reviewed the contingency built into the budget to accommodate such conditions. He noted that the cost curve of the project would be flatter than new construction since so much of the work was the same. He added that the project’s financing partners would require the agreed-upon amount to be spent rehabilitating each building, so there would be no surplus to transfer to other properties. He gave examples of work that could be added to the scopes for certain buildings and noted that added scope would have to be considered in a timely manner so that it would not dramatically alter the sequence of work.


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Commissioner Dan Anderson moved to adopt the motion; Second Vice Chair Miki Herman seconded. The vote was as follows: Vice Chair Jim Smith – Aye Second Vice Chair Miki Herman – Aye Treasurer Jorge Guzman – Aye Commissioner Dan Anderson – Aye Commissioner Tiffiny Hager – Aye Commissioner Benita Legarza – Aye Commissioner Brian Lessler – Aye Commissioner Charlene Mashia – Aye RESOLUTION 15-01-05 Authorize the Issuance of Notes to Finance the Acquisition and Rehabilitation of Gallagher Plaza and Northwest Tower & Annex (Group 1) Commissioner Brian Lessler moved to adopt the motion; Commissioner Dan Anderson seconded. The vote was as follows: Vice Chair Jim Smith – Aye Second Vice Chair Miki Herman – Aye Treasurer Jorge Guzman – Aye Commissioner Dan Anderson – Aye Commissioner Tiffiny Hager – Aye Commissioner Benita Legarza – Aye Commissioner Brian Lessler – Aye Commissioner Charlene Mashia – Aye RESOLUTION 15-01-06 Authorize Construction Services GMP Amendment to the Design-Build (DB) for Gallagher Plaza and Northwest Tower & Annex (Group 1) Treasurer Jorge Guzman moved to adopt the motion; Commissioner Brian Lessler seconded. The vote was as follows: Vice Chair Jim Smith – Aye Second Vice Chair Miki Herman – Aye


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Treasurer Jorge Guzman – Aye Commissioner Dan Anderson – Aye Commissioner Tiffiny Hager – Aye Commissioner Benita Legarza – Aye Commissioner Brian Lessler – Aye Commissioner Charlene Mashia – Aye RESOLUTION 15-01-07 Authorize the Omnibus Financing, Development and Operation for Hollywood East and Sellwood Center (Group 2) Mike Andrews presented the resolution. He said it and the following two (for 85 Stories, Group 2) were the mirror image of the previous three (for 85 Stories, Group 1). He reviewed how the groups were the same, but for the details specific to the different properties and with one different architect. Commissioner Brian Lessler asked if the contractor had a contingency that it would apply to the project without Home Forward approval. Andrews said it did not, and noted that representatives of the contractor and Home Forward were meeting weekly for each building. The contractor would be given notice to proceed for the base contract, alone, and Home Forward would know exactly on what funds were spent. Commissioner Lessler suggested characterizing the contractor’s contingency as for unforeseen conditions and Home Forward’s contingency as for market risk. Andrews said that there would not be much in the way of market risks and there would be no subcontractor buyout exposure. Second Vice Chair Miki Herman moved to adopt the resolution; Commissioner Lessler seconded. The vote was as follows: Vice Chair Jim Smith – Aye Second Vice Chair Miki Herman – Aye Treasurer Jorge Guzman – Aye Commissioner Dan Anderson – Aye Commissioner Tiffiny Hager – Aye Commissioner Benita Legarza – Aye Commissioner Brian Lessler – Aye Commissioner Charlene Mashia – Aye


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RESOLUTION 15-01-08 Authorize the Issuance of Notes to Finance the Acquisition and Rehabilitation of Hollywood East and Sellwood Center (Group 2) Commissioner Dan Anderson moved to adopt the resolution; Second Vice Chair Miki Herman seconded. The vote was as follows: Vice Chair Jim Smith – Aye Second Vice Chair Miki Herman – Aye Treasurer Jorge Guzman – Aye Commissioner Dan Anderson – Aye Commissioner Tiffiny Hager – Aye Commissioner Benita Legarza – Aye Commissioner Brian Lessler – Aye Commissioner Charlene Mashia – Aye RESOLUTION 15-01-09 Authorize Construction Services GMP Amendment to the Design-Build for Hollywood East and Sellwood Center (Group 2) Treasurer Jorge Guzman moved to adopt the resolution; Commissioner Charlene Mashia seconded. The vote was as follows: Vice Chair Jim Smith – Aye Second Vice Chair Miki Herman – Aye Treasurer Jorge Guzman – Aye Commissioner Dan Anderson – Aye Commissioner Tiffiny Hager – Aye Commissioner Benita Legarza – Aye Commissioner Brian Lessler – Aye Commissioner Charlene Mashia – Aye ADJOURN There being no further business, Vice Chair Jim Smith adjourned the meeting at 7:45 PM. EXECUTIVE SESSION The Board of Commissioners of Home Forward did not meet in Executive Session pursuant to ORS 192.660(2).


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Attached to the Official Minutes of Home Forward are all Resolutions adopted at this meeting, together with copies of memoranda and material submitted to the Commissioners and considered by them when adopting the foregoing resolutions. Celia M. Strauss Recorder, on behalf of Michael Buonocore, Secretary ADOPTED: February 17, 2015 Attest: Home Forward: _______________________________ _______________________________ Michael Buonocore, Secretary David M. Widmark, Chair


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RESOLUTIONS


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M E M O R A N D U M

To: Board of Commissioners

From: Dena Ford-Avery, Director of Housing Choice Vouchers

503.802.8568

Date: February 17, 2015

Subject: Payment Standard Adjustment 15-02-01

The Board of Commissioners is requested to approve a change to the payment standard amounts for the Section 8 Housing Choice Voucher program. This activity supports Strategic Operations Plan Goal 1: We will deploy resources with greater intentionality and alignment with other systems while increasing the number of households served. ISSUE The Housing Choice Voucher program was designed to provide an opportunity for low income people to live in the neighborhood of their choice. Participants have the option to select housing based on proximity to good schools, public transportation, job opportunities or other factors they consider important to their family and to integrate into a community outside of an easily identified complex or property. Home Forward is authorized to assist 8,964 low income households on the Section 8 Housing Choice Voucher program. While the Housing Choice Voucher program has potential to offer great opportunity, the program cannot work without landlords willing to accept the voucher, available rental units within the private market, and adequate federal funding levels. An important aspect of a successful Housing Choice Voucher program is to establish payment standards comparable to the local rental market that enables voucher holders to access units of their choice. The payment standard is the maximum level of rent assistance that can be provided for a participant. HUD regulations require that payment standards be established at rates between 90% and 110% of HUD’s established Fair Market Rents for the area, and reviewed annually.


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Home Forward has used Moving to Work flexibility to establish payment standards in a broader range - from 80% to 120% of HUD’s established Fair Market Rents (FMR). This enables us to be more reflective of the actual rental market throughout the county. The request to extend the range in which we establish payment standards was approved in our FY2015 MTW plan effective April 1, 2014. In order to create payment standards that reflect current local market conditions, our model breaks payment standards into nine separate neighborhoods across the county. Each neighborhood’s payment standards are defined by the number of bedrooms in the unit, and a special distinction is made between 3 bedroom apartments and 3 bedroom single family homes. This change and the expanded range for payment standards was implemented in July 2014. The most recent Apartment Report (Fall 2014) published by Multifamily Northwest describes the Portland Metro Area rental market as “robust” and notes that “a perfect storm…has created a market where supply is considerably smaller than demand.” This has caused overall rents in the Metro area to increase at an annual rate of 11%. In order to maintain both accessibility for the people we serve and landlord participation, staff has reviewed local market conditions and adjusted the payment standard to better reflect those conditions. Payment standard recommendations are being made within the following parameters:

Ideal payment standard are equal to the market rent plus average tenant paid utility allowance. This helps provide flexibility for very low and zero income participants. The new payment standards are set at 100% of market rent plus the average utility allowance in the Downtown, Northwest, and Inner/Central Northeast and Inner/Central Southeast neighborhoods. In all other neighborhoods the new payment standards are set at 100% of market rent without adding in the average utility allowance.

New payment standards are capped at 118% of HUD’s FMR. Using a maximum threshold of 118% instead of 120% ensures we will not be forced to be reactive if HUD reduces the Fair Market Rents by a small percentage.

No payment standards will be decreased. This ensures that no participants are financially harmed by staying in their current residence.

A thorough analysis of the new payment standards has been conducted with a sample population in order to understand the financial impacts to Home Forward


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and our clients. This analysis also accounts for impacts of the on-going rent reform activity as well as updates to the administrative plan regarding calculation of tenant utility allowances being tied to actual unit size.

The projected financial impact resulting from this change is anticipated to be an increase in Housing Assistance Payments of $734,000 for FY 2016, $632,000 for FY 2017 and $503,000 in FY 2018. The total 3 year impact of the new payment standards is $1,869,000 or an average annual increase in Housing Assistance Payment expense of 1.11%. For households currently on the Section 8 Housing Choice Voucher program, payment standard increases will be applied at the time of their full recertification or when they move. New payment standards will be applied immediately to new voucher recipients coming from the waiting lists. Payment standards are adjusted annually in alignment with the contract effective date for Project based vouchers. Payment Standard recommendations were vetted internally with Home Forward leadership and will be reviewed with the Resident Advisory Committee at their February monthly meeting. Staff is committed to ongoing tracking and reporting on the impact of this change and will continue to provide the Board and the community with ongoing analysis of demographics, success rates, neighborhood access, financial impacts, etc. While no process is perfect, this proposal brings the Housing Choice Voucher program closer to the local market and thus increases opportunity for our participants. ATTACHMENTS

1) Home Forward Current Payment Standards vs. Proposed Payment Standards

2) Housing Choice Voucher Demographics Report 3) Payment Standard Neighborhood Designations Map


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RESOLUTION 15-02-01

RESOLUTION 15-02-01 AUTHORIZES APPROVING ADJUSTMENTS TO THE PAYMENT STANDARDS FOR THE SECTION 8 HOUSING CHOICE VOUCHER PROGRAM

WHEREAS, Home Forward seeks to adjust the established payment standard amounts for the Section 8 Housing Choice Voucher program to more closely mirror the local rental market in order to improve the voucher holder lease-up success rate; and WHEREAS, Home Forward has received HUD’s approval to use Moving to Work flexibility to broaden the range in which we establish payment standards to 80% to 120% of HUD’s established Fair Market Rents; and

WHEREAS, Home Forward seeks to increase participant choice by creating payment standards, broken down by bedroom size and unit type, for nine separate neighborhoods, as defined by ZIP codes; and

WHEREAS, Home Forward intends to set new payment standards to the market rent plus average tenant paid utility allowance in higher cost/opportunity areas. The new payment standards are set at 100% of the market rent plus the average utility allowance in the Downtown, Northwest, and Inner/Central Northeast and Inner/Central Southeast neighborhoods. The new payment standards are set at 100% of market rent without adding the average utility allowance in all other neighborhoods; and WHEREAS, in order to ensure that households currently on the Section 8 program are not financially harmed, Home Forward will apply payment standard increases when households have their full re-certifications or when they move, and will not apply decreases in payment standards for any households unless they move.


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NOW, THEREFORE, BE IT RESOLVED, the Board of Commissioners of Home Forward authorizes the Executive Director to adjust the Payment Standards within the nine neighborhoods of Multnomah County effective April 1, 2015.

ADOPTED: FEBRUARY 17, 2015

Attest: Home Forward:

_____________________________________ _________________________________

Michael Buonocore, Secretary David M. Widmark, Chair


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1. Current Payment Standards vs Proposed Payment Standards

Current Payment StandardsUnit Size

Payment Standard Area sro 0 1 2 3 apt 3 hs/twn 4 5 6 7Downtown 589 785 913 1,087 1,603 1,603 1,926 2,215 2,504 2,793

NW 589 785 913 1,087 1,252 1,603 1,926 2,215 2,504 2,793 Gresham/Fairview/Troutdale 450 600 697 832 1,156 1,355 1,628 1,872 2,117 2,361

Inner & Central NE 589 785 913 1,087 1,249 1,603 1,926 2,215 2,504 2,793 Inner & Central SE 529 705 853 1,036 1,218 1,603 1,926 2,215 2,504 2,793

N Portland/St. Johns 589 785 745 832 1,156 1,436 1,726 1,984 2,243 2,502 Outer NE 450 600 697 832 1,156 1,421 1,708 1,964 2,220 2,476 Outer SE 450 600 717 832 1,156 1,355 1,628 1,872 2,117 2,361

SW 589 785 913 888 1,156 1,472 1,769 2,034 2,300 2,565

Proposed Payment StandardsUnit Size

Payment Standard Area sro 0 1 2 3 apt 3 hs/twn 4 5 6 7Downtown 604 805 936 1,114 1,641 1,641 1,973 2,269 2,565 2,860

NW 604 805 936 1,114 1,357 1,641 1,926 2,215 2,504 2,793 Gresham/Fairview/Troutdale 494 643 758 872 1,156 1,355 1,628 1,872 2,117 2,361

Inner & Central NE 604 805 936 1,114 1,444 1,641 1,926 2,215 2,504 2,793 Inner & Central SE 576 751 936 1,087 1,274 1,641 1,926 2,215 2,504 2,793

N Portland/St. Johns 604 795 936 1,005 1,156 1,641 1,726 1,984 2,243 2,502 Outer NE 450 600 703 851 1,156 1,421 1,708 1,964 2,220 2,476 Outer SE 492 641 783 832 1,156 1,414 1,628 1,872 2,117 2,361

SW 604 805 936 969 1,156 1,641 1,769 2,034 2,300 2,565

% Change in Payment Standard (proposed vs current)Unit Size

Payment Standard Area sro 0 1 2 3 apt 3 hs/twn 4 5 6 7Downtown 3% 3% 3% 2% 2% 2% 2% 2% 2% 2%

NW 3% 3% 3% 2% 8% 2% 0% 0% 0% 0%Gresham/Fairview/Troutdale 10% 7% 9% 5% 0% 0% 0% 0% 0% 0%

Inner & Central NE 3% 3% 3% 2% 16% 2% 0% 0% 0% 0%Inner & Central SE 9% 7% 10% 5% 5% 2% 0% 0% 0% 0%

N Portland/St. Johns 3% 1% 26% 21% 0% 14% 0% 0% 0% 0%Outer NE 0% 0% 1% 2% 0% 0% 0% 0% 0% 0%Outer SE 9% 7% 9% 0% 0% 4% 0% 0% 0% 0%

SW 3% 3% 3% 9% 0% 11% 0% 0% 0% 0%


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Demographic Clackamas Downtown East County

Inner & Cent

NE

Inner & Cent

SE

Lake O & W

Linn

N Pdx & St

Johns NW Pdx Outer NE Outer SE SW Pdx Grand Total

Senior/PWD 64 181 472 714 573 4 426 660 563 1,337 414 5,408

Work-Focused 38 40 325 331 243 5 396 81 462 1,039 96 3,056

White 78 181 577 470 543 8 348 596 438 1,345 383 4,967

Black 12 30 159 458 157 1 404 81 453 764 102 2,621

American Indian 3 7 15 21 22 - 23 29 26 41 7 194

Asian 2 1 20 62 64 - 13 16 66 145 6 395

Hawaiian/Pacific Islander 1 1 5 5 7 - 6 3 10 12 3 53

Multi-Racial 6 1 21 29 23 - 28 16 32 69 9 234

Hispanic 6 17 76 81 47 2 74 51 52 156 17 579

Non-Hispanic 96 204 721 964 769 7 748 690 973 2,220 493 7,885

Total Voucher Households 102 221 797 1,045 816 9 822 741 1,025 2,376 510 8,464

% Of Total Voucher

Households 1.2% 2.6% 9.4% 12.3% 9.6% 0.1% 9.7% 8.8% 12.1% 28.1% 6.0%

Household Type Designation

Racial Demographics

Ethnicity

Housing Choice Voucher Demographics ReportAs of January 1,2015


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3. Payment Standard Neighborhood Designations Map


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HOUSEHOLDS SERVED REPORT


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Households Receiving Shelter Plus Care Only

12368%

Public Housing Units Occupied 206013%

Affordable Housing Units - HUD Multi-Family Project Based

3482%

Affordable Housing Units - Unassisted186012%

Special Needs Units (Master Leased) **2882%

Special Needs Shelter Beds (Master Leased)

2362%

Households Receiving Rent Assistance and Occupying Affordable Housing Units

148610%

Households Receiving Rent Assistance Only763050%

Households Occupying Affordable Unit/Receiving Shelter Plus Care

1101%

Total Households Served: Rent Assistance and Occupied Housing Units January 2015

^ Consists of Grace Peck Terrace, Multnomah Manor, Plaza Townhomes, Rosenbaum Plaza, Unthank Plaza

Total Households Served 15,254

** Special Needs are physical units as occupancy levels that are not reported to Home Forward by service providers master leasing these properties.

* Includes Local Blended Subsidy


29

Rent Assistance Vouchers - Home Forward Funded 9,116 7,830 1,286 Tenant Based Vouchers 01 - Tenant Based Vouchers 5,916 5,916 Project Based Vouchers 02 - Project Based Vouchers 1,316 1,316 Hi Rise Project Based Vouchers 598 598 Single Room Occupancy (SRO)/MODS 03 - SRO/MODs 500 500 Family Unification Program 95 95 Veterans Affairs Supportive Housing (VASH) 04 - VASH Vouchers 338 338 Rent Assistance - PORT IN From Other Jurisdiction 06 - Portability 353 353

Short Term Rent Assistance Programs 1,346 155 1,191 Shelter + Care 05 - Shelter Plus Care 491 491 Locally Funded Short Term Rent Assistance 700 700 MIF Funded Short Term Rent Assistance 76 76 Alder School 50 50 Work Systems Inc. - Agency Based Rent Assistance 11 29 29

Total Rent Assistance 10,462 7,985 2,477

Public Housing Units Occupied 2,060 2,060 Traditional Public Housing units Occupied 12 - Traditional Public Housing 1,276 1,276 Public Housing units Occupied - Local Blended Subsidy 13 174 174 Public Housing units Occupied - in Owned Affordable 14 - Public Housing in Affordable Owned63 63 Public Housing units Occupied - in Tax Credit Affordable 15 - Public Housing in Tax Credit Affordable547 547

Affordable Housing Units Occupied (excluding PH subsidized) 3,804 3,206 Affordable Housing Units - Tenant Based Vouchers 16 497 497 Affordable Housing Units - Shelter + Care 17 110 110 Affordable Housing Units - Project Based Vouchers 18 258 258 Affordable Housing Units - Hi Rise Project Based Vouchers 598

^ Affordable Housing Units - HUD Multi-Family Project Based 19 348 348 Affordable Housing Units - VASH Vouchers 20 85 85 Affordable Housing Units - Family Unification Program 21 7 7 Affordable Housing Units - Section 8 Port In 22 41 41 Affordable Housing Units - Unassisted 23 1,860 1,860

Special Needs 524 524 Special Needs Units (Master Leased) ** 288 288 Special Needs Shelter Beds (Master Leased) 236 236

Total Households Occupying Housing Units 6,388 2,060 3,730

Total Housing Supports Provided to Household 16,850 10,045 6,207 Household Occupying Affordable Unit/Receiving Home Forward Rent Assistance (1,486) (1,486) Households Occupying Affordable Unit/Receiving Shelter Plus Care (110) (110) Total Households Served 15,254 10,045 4,611

Notes:^

Consists of Grace Peck Terrace, Multnomah Manor, Plaza Townhomes, Rosenbaum Plaza, Unthank Plaza** Special Needs are physical units as occupancy levels that are not reported to Home Forward by service providers master leasing these properties.

Households ServedHouseholds Served Through Housing Supports January 2015

Rent Assistance

Subsidized Housing Units

Moving to Work Programs

All Programs Non-MTW Programs


30

DASHBOARD REPORT


31

Home Forward - Dashboard Report For January of 2015

Property Performance Measures

1 40 40 0 1 0 15 15 10 0 0 40Occupancy

Number of Physical Rentable Vacant OccupancyProperties Units Units Units Percentage Studio/SRO 1 Bdrm 2 Bdrm 3 Bdrm 4 Bdrm 5+ Bdrm Total

Public Housing 34 1,343 1,343 20 98.5% 80 654 342 257 10 0 1,343Public Housing Mixed Financed Owned * 2 65 65 2 100.0% 0 15 40 10 0 0 65Public Housing Mixed Finance Tax Credit * 9 681 681 7 99.0% 275 112 106 133 48 7 681

Total Public Housing 45 2,089 2,089 29 98.6% 355 781 488 400 58 7 2,089Affordable Owned with PBA subsidy 5 349 349 1 99.7% 72 191 46 40 0 0 349Affordable Owned without PBA subsidy 21 2285 2,285 21 99.1% 981 614 508 156 26 0 2,285

Total Affordable Owned Housing 26 2,634 2,634 22 99.2% 1,053 805 554 196 26 0 2,634Tax Credit Partnerships 18 1,945 1,945 16 99.2% 566 495 451 278 138 17 1,945

Total Affordable Housing 44 4,579 4,579 38 99.2% 1,619 1,300 1,005 474 164 17 4,579Eliminate Duplicated PH Properties/Units -11 -746 -746 -9 -275 -127 -146 -143 -48 -7 -746

Combined Total PH and AH 78 5,922 5,922 58 99.0% 1,699 1,954 1,347 731 174 17 5,922Special Needs (Master Leased) 32 288 288Special Needs (Shelter Beds) 2 236 236

Total with Special Needs 80 6158 6158* property/unit counts also included in Affordable Housing Count

Financial 12/31/14Six months ending 9/30/2014

Public Housing $170.43 $274.39 $444.82 $365.32 $101.68 -$22.17 13 779 21 564Affordable Owned $813.51 $174.96 $988.48 $456.40 $8.35 $523.73 24 2,299 2 335 12 5 9

Tax Credit Partnerships $434.27 $60.26 $494.53 $338.11 $7.74 $148.68 18 1,945 0 11 3 4

Public Housing Demographics

# of % of Average Average Unit Adults no Family with Elderly DisabledPublic Housing Residents

0 to 10% MFI 545 26.9% 2.2 1.8 13.3% 13.6% 0.7% 6.8% 8.7% 11.1% 1.5% 0.5% 0.3% 4.8%11 to 20% 792 39.0% 1.9 1.6 28.0% 11.0% 8.9% 19.3% 11.9% 20.1% 1.6% 1.1% 0.4% 3.9%21 to 30% 389 19.2% 2.2 1.8 11.5% 7.6% 5.9% 6.5% 4.1% 10.7% 0.9% 1.2% 0.3% 1.9%51 to 80% 47 2.3% 2.6 2.1 1.0% 1.3% 0.1% 0.2% 0.9% 0.5% 0.0% 0.1% 0.0% 0.7%Over 80% 11 0.5% 3.5 2.6 0.1% 0.4% 0.0% 0.0% 0.2% 0.1% 0.0% 0.0% 0.0% 0.2%All 2,029 100.0% 2.1 1.7 59.9% 40.1% 18.4% 36.1% 29.6% 47.9% 4.2% 3.2% 1.3% 13.8%

Waiting List0 to 10% MFI 6,218 40.8% 1.9 1.5 2.1% 14.1% 14.2% 18.3% 1.9% 0.9% 0.6% 3.6% 1.4%11 to 20% 4,149 27.3% 2.2 1.6 2.7% 11.9% 9.0% 12.6% 1.2% 1.0% 0.4% 2.5% 0.7%21 to 30% 2,428 15.9% 2.3 1.7 2.1% 5.2% 5.1% 7.2% 0.6% 0.8% 0.3% 1.5% 0.5%31 to 50% 1,805 11.9% 2.6 1.9 1.3% 2.7% 3.7% 5.1% 0.4% 0.6% 0.2% 1.4% 0.4%51 to 80% 463 3.0% 2.6 1.9 0.3% 0.6% 1.0% 1.2% 0.1% 0.2% 0.1% 0.3% 0.1%Over 80% 161 1.1% 2.5 1.8 0.1% 0.3% 0.4% 0.4% 0.1% 0.1% 0.0% 0.1% 0.0%All 15,224 100.0% 2.1 1.7 8.6% 34.8% 33.3% 44.7% 4.2% 3.6% 1.6% 9.4% 3.1%

* Race and enthnicity are not required fields on the Waitlist Application in YardiOther Activity

#'s,days,hrsPublic Housing 141

Names pulled from Wait List 84Denials 16New rentals 21Vacates 10Evictions 4# of work orders received 956# of work orders completed 861Average days to respond 10.7# of work orders emergency 5Average response hrs (emergency) 11

Per Unit Per Month# of

Properties DCR Not Applicable

# of Properties not meeting DCR

Asian

Race % (head of household)

TotalRevenue

PropertyRevenue

SubsidyRevenue

Unit Mix

NOI# of Properties/units Positive Net Operating Income (NOI)

Black African American

WhiteNative

AmericanHispanic/ Latino

Hawaiian/ Pacific Islnd

Fiscal YTD ending 9/30/2014# of

Properties meeting Debt

Coverage

# of Properties/units Negative Net Operating Income (NOI)

HAP Management Fees (HMF)

% Family Type (head of household)Households

Operating Expensew/o HMF

1Home Forward Board of Commissioners February 2015

32


Rent Assistance Performance Measures

Utilization and Activity

Average HUD Subsidy Remaining Waiting List Voucher Average HUD SubsidyVouchers Vouchers Utilization Voucher Over(Under) Waiting List Names New Vouchers Vouchers Inspections Utilization Voucher Over(Under) New Vouchers Vouchers

Tenant Based Vouchers 6,962 6,349 91% $599 -$10,314 1,481 4 114 13 592 91% $601 -$10,313 114 13Project Based Vouchers 2,002 1,914 96% $591 $34,552 9 23 36 96% $591 $34,552 9 23SRO/Mod Vouchers 512 500 98% $446 6 7 15 98% $446 $11,613 6 7

All Vouchers 9,476 8,763 92% $588 $24,238 129 43 643 92% $590 $35,852 129 43

Demographics

# of % of Average Average Unit Adults no Family with Elderly DisabledTenant Based Voucher Participants

0 to 10% MFI 1,121 18.0% 2.1 2.0 8.8% 9.2% 0.5% 2.9% 7.9% 7.5% 0.6% 0.5% 0.1% 1.4%11 to 20% 2,406 38.7% 2.1 2.0 26.1% 12.6% 10.9% 15.4% 12.5% 19.8% 1.1% 2.9% 0.2% 2.2%21 to 30% 1,551 24.9% 2.2 2.0 15.5% 9.5% 7.8% 9.5% 7.3% 14.4% 0.6% 1.4% 0.1% 1.1%31 to 50% 989 15.9% 2.8 2.4 6.5% 9.4% 3.0% 4.3% 6.1% 8.0% 0.3% 0.9% 0.1% 0.7%51 to 80% 145 2.3% 3.2 2.7 0.8% 1.5% 0.3% 0.3% 1.2% 0.8% 0.0% 0.1% 0.0% 0.2%Over 80% 8 0.1% 3.0 3.0 0.0% 0.1% 0.0% 0.0% 0.0% 0.1% 0.0% 0.0% 0.0% 0.0%All 6,220 100.0% 2.3 2.1 57.7% 42.3% 22.6% 32.5% 35.0% 50.5% 2.6% 5.8% 0.5% 5.5%

Waiting List0 to 10% MFI 573 38.7% 1.7 0.9% 8.2% 15.3% 16.7% 1.6% 1.1% 0.4% 2.3% 1.3%11 to 20% 394 26.6% 2.0 3.2% 9.7% 9.4% 12.3% 1.0% 1.4% 0.3% 1.7% 0.5%21 to 30% 266 18.0% 2.4 3.2% 4.5% 5.0% 9.2% 0.5% 0.5% 0.4% 1.7% 0.7%31 to 50% 178 12.0% 2.5 1.9% 2.2% 3.8% 5.5% 0.3% 0.7% 0.2% 1.2% 0.3%51 to 80% 48 3.2% 2.5 0.3% 0.6% 1.1% 1.4% 0.2% 0.2% 0.1% 0.2% 0.1%Over 80% 22 1.5% 2.2 0.2% 0.5% 0.2% 0.9% 0.0% 0.1% 0.1% 0.2% 0.0%All 1,481 100.0% 2.0 9.7% 25.7% 34.8% 45.9% 3.6% 4.0% 1.6% 7.3% 3.0%

Short Term Rent Assistance

Shelter Plus Care 491 $310,206 632Short Term Rent Assistance 855 $390,576 457

Resident Services

Resident ProgramsHouseholds

Served/Participants

Congregate Housing Services Public Housing 113 $46,650 $413* as of previous month

Resident Services Coordination Public Housing 51 84 1926 224 2848

GOALS Program Public Housing 203 $225,274 1 0 $0 3 $0 $466Section 8 270 $423,734 4 3 $13,829 1 $0 $2,216

Unduplicated Number Served

# Events# Event

Attendees

Terminations or Exits

Escrow $ Disbursed

Escrow $ Forfeited

Hispanic

Current Month Activity

Avg Annual Earned Income Increase Over

Last Year

% Family Type (head of household)

Current Month Status

Housing Program Served

Average Funds per Participant

Monthly Funding Amount

NewEnrollees

Average Cost per Household

# of Households Participating

$ Amount of

Assistanc

# HH Eviction

Prevention

Health and Safety Stabilized

Calendar Year To Date

Black White Native Asian

Households Race % (head of household)

Hawaiian/

# of Participa

nts

Escrow $ Held

# of Graduates


33


Agency Financial Summary

Six months ending 9/30/2014

7702623 42758404.82 39159856.85 3598547.97Subsidy Revenue ####### $21,004,254 $19,524,784 $1,479,471Grant Revenue ####### $3,089,293 $2,904,979 $184,314Property Related Income ####### $4,825,061 $4,069,956 $755,105Development Fee Revenue $0 $0 $0 $0Other Revenue $261,088 $793,743 $644,490 $149,253

Total Revenue ####### $29,712,351 $27,144,209 $2,568,142

Housing Assistance Payments ####### $16,546,896 $17,342,726 ($795,830)Operating Expense ####### $10,279,873 $9,650,634 $629,239Depreciation $706,932 $2,135,026 $2,090,802 $44,223

Total Expense ####### $28,961,795 $29,084,163 ($122,368)Operating Income $686,058 $750,556 -$1,939,954 $2,690,510

Other Income(Expense) ####### -$1,117,500 -$692,304 ($425,196)Capital Contributions $126,211 $599,126 $444,882 $154,245

Increase(Decrease) Net Assets $595,492 $232,182 -$2,187,376 $2,419,559Total Assets ####### $217,100,995 $211,544,634 $5,556,361Liquidity Reserves ####### $22,855,099 $22,744,934 $110,165

Development/Community Revitalization

New Development / Revitalization Construction Construction Current Total Cost PerUnits Start End Phase Cost Unit

Stephen's Creek Crossing 129 Aug-12 Apr-15 Sitework / Construction $51,636,304 $400,281Stephen's Creek Crossing 129 Aug-12 Apr-14 Construction $51,636,304 $400,281Lifeworks Northwest 32 May-13 Aug-14 Finance Structuring $10,346,567 $323,330St. Francis Park tbd tbd tbd Concept tbd tbd

Capital ImprovementHighrise Rehab - Group 1 343 Feb-15 Mar-16 Predevelopment $49,464,308 $144,211

Gallagher 85Northwest Tower 258

Highrise Rehab - Group 2 396 Feb-15 Mar-16 Predevelopment $48,016,944 $121,255Sellwood 110

Hollywood East 286Dekum Court Comprehensive Rehab 41 TBD TBD Predevelopment $2,000,000 $48,780Holgate Exterior Seal Project N/A Apr-14 Jul-14 Construction $350,000 N/AWilliams Plaza Masonry Repairs N/A Aug-14 Jan-15 Construction $759,704 N/ARockwood Station Windows & Siding Phs IIIN/A Feb-14 Oct-14 Construction $1,904,343 N/AUnthank Plaza N/A Mar-14 Jul-14 Construction $161,503 N/AGladstone N/A Apr-14 Oct-14 Investigative $264,800 N/A

Prior YTDIncrease

(Decrease)Month Fiscal Year to Date


34

STAFF REPORTS


35

Contract # Contractor Contract Amount Description Department Execution Date Expiration Date

C1496 Mr Tree Inc $ 4,717.16 Tree Maintenance and Deadwood Removal at

Peaceful Villa, Informal RFB 3 bidsProp Mgmt 12/4/2014 11/28/2014

C1501 JR Johnson, Inc $ 125,662.56 Camelia Court Property Damage Insurance

Claim, Emergency - RFB 10/14-259Prop Mgmt 12/4/2014 3/17/2015

C1494 BELFOR Property Restoration $ 6,350.53 Leaking Roof, Mitigation & Repair of Water

Damage to Unit at Harold Lee VillageProp Mgmt 1/26/2015 11/14/2014


C1503 NW Public Affairs, LLC $ 60,723.00

Meyer Memorial Trust, Grant # 14070259 to

support OR housing authorities to create a

toolkit and training series for PHA's for House

Bill 2639 implementation. Sole Source

FAAM 12/3/2014 9/30/2015

T1477 RDH Building Sciences, Inc. $ 100,000.00 On Call Building Envelope Consulting Services,

RFP 07/14/254DCR 12/4/2014 9/30/2017

C1516 Andrea Q Vintro $ 5,000.00

Andrea Q Vintro, MS, RD, CSSD, LD Registered

Dietician for the CHSP meal program, Informal 3

bids

Prop Mgmt 12/19/2014 6/30/2015

T1504 Clair Company, Inc $ 10,000.00 On Call Special Inspection Services, IRFB 10/7-

267DCR 1/5/2015 12/21/2015

T1509 Columbia West Engineering $ 10,000.00 On Call Special Inspection Services, IRFB 10/7-

267DCR 1/5/2015 12/21/2015

T1507 Mayes Testing Engineers, Inc $ 10,000.00 On Call Special Inspection Services, IRFB 10/7-

267DCR 1/5/2015 12/21/2015

T1478 Peter Meijer Architect, P.C. $ 50,000.00 On Call Building Envelope Consulting Services,

RFP 07/14/254DCR 1/6/2015 9/30/2017

C1514 Bittner & Hahs PC $ 80,000.00 Agencywide Legal Services; Landlord-Tenant.

RFP 09/14-257Executive 1/8/2015 12/31/2020

C1517 CSG Pro $ 3,960.00 SharePoint and.Net application Architect /

Consulting services at Home ForwardDBS 1/8/2015 2/1/2015

C1515 Harrang Long Gary Rudnick PC $ 30,000.00 Agencywide Legal Services; Employment. RFP

09/14-257Executive 1/8/2015 12/31/2020

T1510 Northwest Testing, Inc $ 50,000.00 On Call Special Inspection Services, IRFB 10/7-

267DCR 1/8/2015 12/21/2015

C1513 Stoel Rives LLP $ 150,000.00

Agencywide Legal Services; General Counsel,

Procurement & Contracts, Real-Estate &

Litigation. RFP 09/14-257

Executive 1/8/2015 12/31/2020

C1512 Supportive Services Inc $ 125,000.00 85 stories - Moving Services, RFB 11/14-269 DCR 1/8/2015 12/31/2015

C1511 Willamette Express $ 125,000.00 85 stories - Moving Services, RFB 11/14-269 DCR 1/8/2015 12/31/2015

C1500 Halt $ 6,000.00 Treatment for Roaches, Informal - 3 bids Prop Mgmt 1/15/2015 1/30/2015

T1508 ACS Testing, Inc $ 10,000.00 On Call Special Inspection Services, IRFB 10/7-

267DCR 1/20/2015 12/21/2015

Procurement & Contracts Department

MONTHLY CONTRACT REPORT

Contracts Approved 12/1/14 - 1/31/15

CONSTRUCTION & MAINTENANCE SERVICES

PROFESSIONAL SERVICES


36

T1505 Carlson Testing, Inc. $ 10,000.00 On Call Special Inspection Services, IRFB 10/7-

267DCR 1/20/2015 12/21/2015


C1487-1 MH Operable Solutions LLC $ 2,500.00 Assist and Train Home Forward staff on repair

broken windowsDCR 12/1/2014 1/30/2015

C1306-1 Portland State Center for Urban Studies $ -

Mobility Counseling / Tool Development &

Evaluation - Rent Assistance Department -

Shared with Home Forward, Clackamas

Housing Authority, Washington County HA, and

Rent Assistance 12/11/2014 12/31/2015

C1015C-9 R&H /Colas Construction $ 96,544.00

CMGC for Hope VI Revitalization of Stephens

Creek Crossing Mod #8-Children's Center,

$16,251 for change order #9

DCR 12/30/2014 4/1/2014

C1356-1 Community Housing Resource Center (CHRC) $ 12,000.00 Provide financial counseling and education for

clients and staff of Home ForwardRent Assistance 12/31/2014 9/30/2018

C0639-6 Human Solutions, Inc. $ 18,500.00

Extend contract through 3/31/15 with services

scaled back to .75 FTE, IRFP Rockwood

Resident & Community Services

Prop Mgmt 1/2/2015 3/31/2015

C1418-1 Bob Murray & Associates $ 5,000.00

Executive recruitment for CEO/Executive

Director for Home Forward, Contract amended

to include allowance for reimburseable

expenses, RFP Executive Search

Executive 1/7/2015 11/30/2014

C0362-7 Elation Systems, Inc $ 30,000.00

Prevailing Wage software, $30,000 annual

renewal for Certified Payroll software, extend

12/31/2015

DBS 1/9/2015 12/31/2015

C1491-1 Delaris $ - Landlord Portal Assessment, Amended to add

more time to complete assessmentDBS 1/22/2015 1/31/2015

C1494-1 BELFOR Property Restoration $ 1,099.75

Contract amendment to include repairs to dry rot

found while fixing leak in roof at Harold Lee

Village

Prop Mgmt 1/26/2015 11/30/2014

C1105-3 Kay Reid $ 6,500.00

Provide English as a second Language,

Citizenship focused and other Community

Orientation Skill Classes at New Columbia,

Amendment to add $6,500 to extend contract

Prop Mgmt 1/26/2015 3/31/2015

AMENDMENTS TO EXISTING CONTRACTS


37

Documents

Board of Commissioners Meeting - Home Forward · 2/17/2015 · REPORT 85 Stories Update Mike Andrews Peter Beyer 503.802.8507 503.802.8538 ADJOURN EXECUTIVE SESSION The Board of