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HomeMy WebLinkAboutAgenda_HAB_04.18.2022Notice of Meeting for the Housing Adv isory B oard of the City of Georgetown April 18, 2022 at 2:30 P M at Historic L ight and Waterworks Bldg, 809 Martin Luther K ing Jr St, Georgetown, Texas 78726 T he C ity of G eorgetown is committed to compliance with the Americans with Disabilities Act (ADA). If you require as s is tance in partic ipating at a public meeting due to a disability, as defined under the ADA, reas onable as s is tance, adaptations , or ac commodations will be provided upon request. P leas e c ontact the C ity S ec retary's O ffic e, at leas t three (3) days prior to the sc heduled meeting date, at (512) 930-3652 or C ity Hall at 808 Martin Luther King Jr. S treet, G eorgetown, T X 78626 for additional information; T T Y users route through R elay Texas at 711. P ublic Wishing to Address the B oard O n a s ubjec t that is posted on this agenda: P lease fill out a speaker regis tration form whic h can be found at the Board meeting. C learly print your name, the letter of the item on which you wish to speak, and pres ent it to the S taff Liais on, preferably prior to the start of the meeting. You will be c alled forward to speak when the Board cons iders that item. O n a s ubjec t not posted on the agenda: P ersons may add an item to a future Board agenda by filing a written request with the S taff Liais on no later than one week prior to the Board meeting. T he reques t must include the s peaker's name and the spec ific topic to be addres s ed with sufficient information to inform the board and the public . F or Board Liaison c ontact information, pleas e logon to http://government.georgetown.org/c ategory/boards -commissions /. A At the time of posting, no persons had signed up to speak on items not on the agenda. L egislativ e Regular Agenda B C ons ideration and possible action to approve the minutes from the March 28, 2022 regular meeting of the Hous ing Advisory Board. - S tephanie Mc Nic kle, P lanning Tec hnician C P resentation and dis cus s ion of the C ity C ounc il S trategic P lan report from Dec ember 2021- Nat Waggoner, P MP, AI C P As s t. P lanning Dir. - Long R ange D P resentation and dis cus s ion of polic ies and available tools of the 2030 Housing Element. - Nat Waggoner, P MP, AI C P Asst. P lanning Dir. - Long R ange E P resentation and dis cus s ion of Hous ing Advisory Work P lan - Nat Waggoner, P MP, AI C P As s t. P lanning Dir. - Long R ange Adjournment Ce rtificate of Posting I, R obyn Densmore, C ity S ecretary for the C ity of G eorgetown, Texas, do hereby c ertify that this Notic e of Meeting was posted at C ity Hall, 808 Martin Luther King Jr. S treet, G eorgetown, T X 78626, a plac e readily Page 1 of 82 acc es s ible to the general public as required by law, on the _____ day of _________________, 2022, at __________, and remained s o posted for at leas t 72 c ontinuous hours prec eding the s cheduled time of said meeting. __________________________________ R obyn Dens more, C ity S ec retary Page 2 of 82 City of Georgetown, Texas Housing Advisory Board April 18, 2022 S UB J E C T: C onsideration and pos s ible ac tion to approve the minutes from the Marc h 28, 2022 regular meeting of the Housing Advis ory Board. - S tephanie Mc Nickle, P lanning Technic ian IT E M S UMMARY: At Marc h 28, 2022 meeting, the HAB voted to approve the minutes of the Dec ember 13, 2021 meeting in a vote of 3-0-1, whic h inc luded 1 abs tention. Members have a right to abs tain, or dec line from voting, if they have a pers onal interes t in the outc ome of the vote. Members are allowed to vote on minutes of meetings they were not present. T he Board is as ked to recons ider the minutes of the 12/13/2021 meeting with a vote of the HAB. F IN AN C IAL IMPAC T: . S UB MIT T E D B Y: S tephanie Mc Nickle AT TAC H ME N T S: Description Type Minutes Cover Memo Page 3 of 82 Housing Advisory Board Page 1 Minutes March 28, 2022 City of Georgetown, Texas Housing Advisory Board Minutes March 28, 2022, at 3:30 p.m. 809 Martin Luther King Jr. Street Board Members present: Wendy Cash; Nikki Brennan, Regina Watson, Christi Cowden Board Member(s) absent: Charles Collins, Eric Marin, Linda Sloan Staff present in-person: Nat Waggoner, Assistant Planning Director and Stephanie McNickle, Planning Specialist The Meeting was opened by Chair Wendy Cash at 3:31 p.m. Public Wishing to Address the Board A. As of the deadline, no persons were signed up to speak on items other than those posted on the agenda. Legislative Regular Agenda B. Consideration and possible action to approve the minutes from the December 13, 2021 regular meeting of the Housing Advisory Board. - Stephanie McNickle, Planning Technician Motion by Board member Brennan to approve the minutes from the December 13, 2021, Housing Advisory Board meeting. Second by Board member Watson. Approved. (3-0) Board Member Cowden abstained. C. Discussion and possible action to approve meeting time, date and place for 2022-2023 year. Discussion by Board members and staff. Motion by Chair Cash to set the meeting date for the 3rd Monday of the month starting at 2:30pm. Second by Board Member Watson. Motion Amended by Chair Cash to set the meeting place at The Historic Light and Water Works Building located at 809 Martin Luther King Jr. Street. Second by Board Member Watson. Approved. (4-0) D. Nomination and selection of Vice-chair and Secretary for the 2022-23 year. Motion by Board Member Watson to nominate Board Member Brennan as Vice-chair. Second by Chair Cash. Approved. 4-0 Motion by Chair Cash to nominate Board Member Watson as Secretary. Second by Board Member Brennon. Approved. 4-0 E. Presentation and discussion on the roles and responsibilities of the HAB. - Nat Waggoner, Asst. Planning Dir. - Long Range Nat Waggoner gave a powerpoint presentation reviewing the Page 4 of 82 Housing Advisory Board Page 2 Minutes March 28, 2022  Mission of the Department.  Housing Advisory Board’s Bylaws and Meeting procedures. Nat Waggoner gave a brief review of the bylaws and stated the last time the bylaws have been updated was 2016. Staff stated updates can be made. Bylaw updates will be reviewed by legal and then approved by City Council. Section 1.2. Purpose. The Board is established for the purpose of ensuring that the City has affordable housing for residents at all income levels. The Board is responsible for providing long-range housing research and policy recommendations with the housing element of the City’s comprehensive plan. The Board is also responsible for reviewing and making recommendations regarding housing developments that request City support for state and federal funding. See Ordinance Chapter 2.116. Board members reviewed over the Purpose of the Housing Advisory Board as stated in the Bylaws and asked if any purposes have been carried out by the Board in terms of long-range research and then ensuring the City has enough affordable housing. Staff stated the previous Board Chair served as part of the 2030 Comprehensive Plan and the Housing Element of the 2030 Comprehensive Plan. Staff stated the Board was very involved in the process. Staff also stated the Board has also asked for research in the past. The Board discussed the purpose of the bylaws which states, ensuring that the City has affordable housing for residents at all income levels and how do we reach that goal. Staff stated there is some data that is being updated and can be brought to the Board. Staff reviewed over the housing profile and stated it is being updated. Discussion regarding the Housing Tax Credits Resolution process. Staff stated there is a running total of tax credit units Staff and Board additional discussions regarding the Components of the Housing Elements – 2030 goal - To ensure access to diverse housing options and preserve existing neighborhoods, for residents of all ages backgrounds and income levels. Discussion regarding diversity and workforce housing. Discussion regarding the data collected is dated 2016. The board stated the housing has changed dramatically just in the last 18-20 months and the whole housing situation has changed. Currently there is zero housing availability. Discussion on how to present to Council. Staff stated they will bring the Council Priorities for Housing along with the Housing Element Toolkit to the next meeting. The Board asked if staff could possibly bring any key data figures from the Housing Element for the three priorities. (Affordability, Preservation, Page 5 of 82 Housing Advisory Board Page 3 Minutes March 28, 2022 Diversity) Staff stated they will also bring a draft work plan for May though December. Staff also stated they will bring the Housing Element Subarea Profile during a summer meeting. F. Presentation and discussion on the submission of the application to Williamson County to request 2022 Community Development Block Grant (CDBG) funding-- Nat Waggoner, Assistant Planning Director- Long Range Staff stated they will be submitting an application for the 2022 Community Development Block Grant funding and gave a history of how much and where the money has been used in the past 17 years. Staff stated the City of Georgetown is requesting $150,000. for the Home Repair Program. Qualifications for eligibility of funds can be determined on an area basis (47% or greater of households make 80% of Area Medium Income or less) or a household basis (household makes 80% of Area Median Income or less). The Williamson County CDBG program is governed by the 2019-2023 Consolidated Plan, which was adopted in 2019. This plan defines priorities, populations and project types that are eligible for funding. Staff stated 2018 project was to build a bus stop and that has been completed. The 2019 funds have been exhausted for the Home Repair Program. Staff reviewed the Shepherd’s Village project owned by Habitat for Humanity. Staff showed the Board an eligible census block groups for CDBG applications. Board member Brennan gave an update on Housing Authority grants and funds being used. She also stated they will apply for money and generally receive $250,00.-$300,000. She informed the Board what the City of Georgetown owns and repairs, and what Housing Advisory own and need to repair which is expensive. G. Presentation and discussion of regional housing trends and City Council special session held 3/1/2022. - Nat Waggoner, Asst. Planning Dir. - Long Range Staff reviewed over a power point presentation packet by RCLCP Real Estate Advisors. Staff stated Austin is in the top 20 regarding fastest growning and leads in the percent of growth. In the past ten years Austin’s average annual employment growth is 3.7%. The average annual population growth is 2.8%. Staff continued to share the PowerPoint presentation that included information for: Historical and Projected Growth Regional Employment Growth Regional Household Distribution Regional Housing Market Development Patterns Williamson County Housing Market Page 6 of 82 Housing Advisory Board Page 4 Minutes March 28, 2022 Median Income – Moderate Growth Housing Affordability – Rising Unaffordability The Board reviewed and discussed the “For Sale Housing Communities” along the SH 130 corridor. Discussion on rentals in the Georgetown area that are a great alternative to purchasing a home. It was stated rental is sometimes the only option. It was also stated and discussed that investors are purchasing properties which makes it challenging for individuals who want to purchase. Staff reviewed with the Board the “Board a Housing Tour Project Details” report. The Board wanted to know Council’s reaction. It was stated that landscape, masonry and uniformity was discussed. The Board questioned how do we find a balance of building a development that is more affordable and will not deteriorate in ten years. Staff stated Council did discuss they want more diversity in housing developments. Staff reviewed task and stated the next meeting will be in April. Motion to Adjourn. Approved (4-0). The meeting was adjourned at 5:05 p.m. _________________________________ ____________________________________ Approved, Wendy Cash, Chair Attest, Linda Sloan, Secretary Page 7 of 82 City of Georgetown, Texas Housing Advisory Board April 18, 2022 S UB J E C T: P res entation and disc ussion of the C ity C ouncil S trategic P lan report from December 2021- Nat Waggoner, P MP, AI C P Asst. P lanning Dir. - Long R ange IT E M S UMMARY: T he C ity C ouncil s ets the vis ion for the C ity and adopts guiding princ iples and goals to reflec t that vision and guide dec is ion-making at all levels of C ity government. T he C ouncil Visioning proc es s builds C ounc il cons ensus on polic ies and projec ts that impact C ity res idents , busines s es and the community as a whole. T he C ity Management uses the C ity C ouncil’s vision, princ iples , and goals to s et priorities, direc t work activities , and allocate staffing and financ ial resources. C ity C ounc il met on Dec ember 3, 2021 to disc uss C ouncil governance, strategies and goals . At the governanc e session, the C ounc il disc ussed and updated their governance model. T he planning s es s ion was des igned to provide a time for the C ouncil to review c urrent s hort-term and long-term s trategies and goals for the city. Attac hed is the report reviewed at that Dec ember 2021 meeting. During the F ebruary s es s ion, the C ouncil and s taff partic ipated in a S W O T exerc is e. T he results of that exerc is e are documented in an earlier report. T he S W O T revealed the following areas of emphasis. • G overnanc e • G rowth • Housing - Guiding P rinciple: The City of Georgetown will strive to provide housing opportunities to ensure a diverse population. • Downtown • Ec onomic Development Initiatives s upporting the Housing Area of Emphasis are found on pg. 23 of the attac hed report and inc lude: Es tablish an affordable hous ing polic y. • S eek out a list (c as t a wide net) of qualified developers to propose innovative affordable hous ing projects to determine the market and viability of projec ts for G eorgetown. • Emphas ize projec ts that partner with nonprofits for long term sus tainability. • Allow for a diversity of housing inc luding tiny homes, townhomes, studio homes, etc. that have a s maller footprint and provide divers ity of hous ing. • Establis h a polic y to inc entivize affordable home ownership. • Explore a fee struc ture of grant pool for permit and building fees . • P romote public/private partnerships (P P P ) with local banks and nonprofits to provide financial educ ation to assist loc al financ ing of hous ing. Es tablish a policy on multi-family housing. • Determine ratio of single family to multi-family units for the city. • Determine locations where infras tructure exists and/or is needed. • Establis h a polic y for c ommercial development in and around multi-family to ensure availability of s ervic es . Page 8 of 82 Es tablish a policy determining the residential/neighborhood c ommercial mix in targeted areas within the c ity to protec t commerc ially zoned property ens uring economic development. Enc ourage mixed-use developments (combined residential and commerc ial us es ). Enc ourage the development of executive housing. Es tablish strong development standards, ens ure quality hous ing products . Es tablish incentives to encourage annexation of development. S tudy and make recommendations on the use of his toric housing tax c redits. F IN AN C IAL IMPAC T: N/A S UB MIT T E D B Y: Nat Waggoner, P MP, AI C P AT TAC H ME N T S: Description Type 2021 Council Goals Report and Strategic Planning Cover Memo Page 9 of 82 Report and Strategic Plan Adopted March 9, 2021 Updated December 3, 2021 Prepared and Facilitated By Ron Cox Consulting Page 10 of 82 REPORT AND STRATEGIC PLAN COUNCIL/STAFF RETREAT CITY OF GEORGETOWN February 5 and 6, 2021 December 3, 2021 Introduction On February 5 and 6, 2021, the Mayor, City Council and staff of the City of Georgetown met for a retreat planning session. The purpose of this meeting was twofold. • Confirm and expand the governance philosophy for the City Council. Included in that is identifying key elements of the Council’s vision for Georgetown. • Prepare a strategic plan for the city. The Mayor, Council and staff freely worked together, and their work was exemplary in all respects. Ron Cox facilitated the process. On December 3, 2021, the Mayor, City Council and staff met for a retreat planning session to review the status of the existing governance and strategic plan and to provide any updates that may be needed. This report documents the work during the December session. Governance Page 11 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 3 In their December 1, 2021, session the Council confirmed the governance policy they established in 2017 and early 2021. The Council reviewed their role, together and their leadership responsibilities. The elements of a strong governance model are having and following clear vision and mission, establishing leadership and communications philosophies, and identifying the expectations of each other as City Council members, and the City staff and of identifying and recognizing the expectations has staff of the City Council. The key elements of the Governance Philosophy are leadership, communication and understanding and defining expectations. These define how the team will function together. Visioning and planning are the key elements that define what the strategies and goals are for the City of Georgetown and what they will be to ensure the vision is ultimately attained. Governance Model The governance model first begins with leadership. Each member of the Council asked to provide input into how they will lead, communicate and a defining of expectations for themselves and staff. The Mayor and Council reviewed and confirmed their Governance Policy and Rules of Engagement established in 2017 and 2021. These are as follows. There was one minor change to the Governance Policy, to the last bullet – shown in red Council Governance Policy (2017, 2021) • As a representative democracy, we provide a voice for, and communication to, each district so that the Council can make decisions that serve the best interests of the City of Georgetown as a whole. • Set policy, and exercise sound financial responsibility, and hold staff accountable for results. • Ensure alignment of vision, goals, and strategies. • Identify and define key challenges and opportunities. • Establish the organizational culture of the City by leading with integrity and upholding legal and ethical standards. • Ensure that quality City services. emphasize public health, safety, and opportunity. During the discussion of the Governance Policy, the Council commented they were no sure the Vision, Mission and Goals are cascading down to all the Boards and Commissions. There will be a concerted effort to expand their communication. Council Rules of Engagement (2017, 2021) Page 12 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 4 • To treat everyone with respect, courtesy, and civility. • To act collaboratively and promote and solicit an open, honest, transparent, respectful, and professional dialogue with each other, our citizens, city staff, and other interested parties. • To honor our commitments. • To actively advocate for our point of view, but also to recognize and respect the decisions of Council, even though we might not agree with that decision (we will not undermine the decisions of Council). • To recognize any preconceptions that we may have about certain individuals, groups, or organizations. The facilitator asked the two newly elected members who have come on board since the February meeting to also describe why each ran for City Council. The two newest Council members ran for the office and serve … • They love Georgetown and have lived in the community 20 years. • Serve to “seek the welfare of the city we live in.’ • Will focus on the opportunities to set the path for the long run. • Preservation has been and will continue to be a key interest. • Love Georgetown. • Want to make Georgetown the best it an be. • What strong legacy can I leave with Georgetown. • It was the right time for me to make an impact at this level. • To be a voice for my community and constituents. The facilitator then asked the two newly elected members to describe the attributes they have that will contribute to the work of the Council. The two newest Council members have the following attributes … • A background of project management, where he allows others to do their prescribed work and provides oversight and accountability. • Think and consider the long term view of the direction and decisions that are being made today. • Interested in setting and achieving goals. • Make sure all are well resourced. • Monitor the progress of those working the project. • A history of protecting the historic areas of the city. • Communicator. • A relationship builder. • A consensus builder – and willing to compromise for the greater good. The facilitator then put the lists that the previous councilmembers developed about why they ran and their attributes. It was noted how similar the list is as to why they are Page 13 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 5 serving, and the list of attributes means that each individually can contribute to the whole aptly. At the February 2021, meeting, the Mayor had just been elected in November and had served as Mayor for three meetings. The facilitator had asked the Mayor to prepare a short presentation on his philosophy as Mayor and how he intends to lead the meetings. At the December 3 meeting, the Mayor reviewed his successes with the Council toward enacting his leadership philosophy. He indicated some changes he will likely make, but the Council confirmed they are satisfied with his performance as their leader and expressed appreciation to him for his work. A new leadership commitment is outlined in red below. The Mayor will lead as follows… • Will allow the conversation to take place. o Council – don’t be afraid to speak or ask to speak your opinion.  (Permission was granted by the Council for the Mayor to speak his opinion as well.) o He welcomes constructive feedback to be the best Mayor. o If there is an item that affects a specific or particular district, the Mayor will call on the Council member representing that district first to “set the table” for discussion. (That member may defer if she/he wishes.) • He prefers long Workshops, short regular meetings. o Leave Workshop items with full discussion and a clear understanding for next steps. • The Mayor will distill items into clear issues for discussion – getting to consensus. • Will not put Council members on the political spot. • The Mayor has no desire the expand the authority of the Mayor’s position. o Will express his opinion. o Will not tell members how to vote. o Will help Council make the best decision possible. o Believes in the Council-Manager form of government.  100% believes in the City Manager.  Will seek the City Manager’s advice. The facilitator reviewed the Leadership, Communication and Expectations philosophy developed at the February meeting. There is one addition to the expectation list shown in red. There were no other changes in the Governance Model. The staff expects the following of the Mayor and Council of the City of Georgetown (as defined by the City Council) … • Clear direction. Page 14 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 6 • Consistency • Responsiveness • Short meetings! • Be understanding of mistakes that may be made. • Have their back – no scapegoats. • Provide fair compensation for the expertise and professionalism. • Understand the behind-the-scenes complexity of city government. • Provide constructive feedback. • To support employee attraction and retention. Governance Initiatives In February 2021, the Council established several initiatives relative to their process of good governance. These Governance Initiatives were as follows. • Review agenda format and items with an eye toward streamlining. • Provide opportunity for Council to observe the day to day of the staff. • Be deliberate about finding ways to develop relationships and trust among members. • Begin a Pre-Election Orientation (as well as the post election orientation) process using the elected officials to inform candidates of the governance process and strategic plan. • Implement the Citizens Academy to improve transparency, familiarity, communication and trust with the City government at all levels. • Explore the possibility of Town Hall meetings for Council members to host within their respective districts. • Expand information flow on the Vision and Strategic Planning process to Boards and Commissions. • Seek additional feedback on citizen needs (it was recognized the citizens survey had just been received). NOTE: At their December 2021 session, Council agreed they had addressed every initiative successfully. Vision and Mission On February 6, the Council and senior staff discussed the elements vision they have for Georgetown. Currently, there is a Vision Statement, but no Mission Statement for the City Council itself (the various departments do have Mission Statements). So, the Mayor, Council identified and confirmed the key elements of the vision for the City. NOTE: It is important to note that in 2022 there will be two newly elected members after the May election. That combined with the two that have come on board in late 2021 will mean there is a relatively new Council in place that has not been able to fully discuss the vision they have both individually and collectively for the future of Georgetown. At the December 3 meeting, Council agreed that in a session in 2022 after the May election, a Page 15 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 7 discussion of vision should be held. Councilmembers identified key discussion points for visioning to be. • Discuss the question of how do we encourage and allow Georgetown to continue to grow, and keep what we have here – an independent, historical city that is not a suburb of any other community in the area? • Mayor and Council should encourage a vision of events, experiences and programs that permeate both for and through the entire community encouraging a diversity of place and space. This can include a robust use of all parks and community gathering places, not just the normal venues. • Focus on a clean/fresh vision on downtown. • Be big on the little things so we can be big on the big things. • Great organizations do great things. What is our next great project? There was no further discussion of vision and mission. Strategic Planning During the February session, the Council and staff participated in a SWOT exercise. The results of that exercise are documented in an earlier report. The SWOT revealed the following areas of emphasis. From the weaknesses that were identified, initiatives, strategies and goals were established. Areas of Emphasis Reviewing the strengths and weaknesses (issues and challenges) presented resulted in the identification of five areas of emphasis. • Governance (see earlier discussion) • Growth • Housing • Downtown • Economic Development David Morgan, City Manager led the Council and staff in a discussion of the status of the implementation of the Strategic Plan adopted in March by the City Council. Following the February planning session, staff worked with Council to identify their top priorities. The report highlighted their work on those top priorities. It was agreed that the number one priority is to complete the update to the Unified Development Code (UDC). Other new initiatives or updated conversation are outlined as follows in red. • Governance o See earlier discussions. Page 16 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 8 o Continue quarterly study sessions on major subjects  Employee attraction/retention  Housing market trends to determine the housing mix needs to be adjusted.  Review status of implementation of various master plans developed over the last few years. • Include the water/wastewater master plan and impact fees. o Evaluate and discuss the current efforts toward civic engagement and required resource commitments. • Growth o Schedule a quarterly council study session on employee attraction/retention. • Housing o Study and make recommendations on the use of historic housing tax credits. • Downtown o Review and make recommendations on height restriction regulations in the Downtown District and the courthouse view corridor regulations. • Economic Development o Receive quarterly reports on status of various economic development projects. o Continue to utilize public/private partnership (PPP) as an economic development tool when possible. o Make greater use of Garey Park for economic development purposes. o Complete a citywide plan (public/private) for programming and special events. Note: Council agreed to add one additional Areas of Emphasis – Emergency Management. It was noted there are several initiatives and strategies throughout the Strategic Plan that relate to emergency management. It was agreed these existing initiatives and strategies would be moved to the new Area of Emphasis in order to keep them at the forefront. No new initiatives were added. • Risk Management (topics include but are not limited to the following) o Resiliency of water/wastewater and electric infratructure o Outage communication o Cyber security o Emergency Management Plan update and training o Electric portfolio management o Risk management study implementation o Internal/External audits Page 17 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 9 City Staff Implementation Sessions It was announced the staff will be having their winter retreat soon and all these changes will be addressed in a twofold way. • The strategic plan will be updated. • The implementation plan will be updated. Reporting Staff has established reporting protocols. These protocols serve the purpose of keeping the staff on schedule with the implementation of strategies, keeping the City Manager informed, and providing regular reports to the Mayor and City Council on the status of the implementation of the adopted strategies. This provides for long term accountability toward the implementation of the Strategic Plan. Reporting Protocols • Council o Receives quarterly updates regarding the status various initiatives and projects related to the strategic plan. o Receives formal mid-year and annual reports consistent with an annual visioning session from staff to the City Council. • City Manager o City Manager receives regular updates from staff at regular staff meetings on progress of assignments. City Council Approval TBD On TBD, the City Council reviewed their work as well as the work of the staff since the planning session. After a thorough discussion the Report was approved. Conclusion Once again, the Mayor, Council and staff of the City of Georgetown worked through their governance and planning process that allowed the Council to review and expand upon its governance model and review and expand strategies for moving the city forward. The process brought the staff leadership and Council closer together as a team and developed an implementation process to ensure the strategies are addressed and accomplished over time. Page 18 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 1 Strategic Plan 2022 Council/Staff Planning Retreat February 5 and 6, 2021 Updated December 3, 2021 Adopted TBD Prepared and Facilitated By Ron Cox Consulting Page 19 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 2 Vision Statement (Adopted 2017) Georgetown: A caring community honoring our past and innovating for the future. Page 20 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 3 Key Vision Elements 2021 • A caring community • A multifaceted community • Old Town • San Jose • PRG • Sun City • New development • A city that honors its past • A city that is preparing for the future • A functional city • Believes in a hand-up versus a hand-out • Prepares people to succeed • Provides resources for others • Willing to do the work to form relationships at all levels. Page 21 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 4 Mission Elements • Implementing strategies and conducting itself through the governance model. • Developing the economy of the city. • Ensuring the highest quality of life • A safe place. • A place where residents can work, live and play. Page 22 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 5 Governance Policies (Adopted 2017, 2021) • As a representative democracy, we provide a voice for, and communication to, each district so that the Council can make decisions that serve the best interests of the City of Georgetown as a whole. • Set policy, and exercise sound financial responsibility, and hold staff accountable for results. • Ensure alignment of vision, goals, and strategies. • Identify and define key challenges and opportunities. • Establish the organizational culture of the City by leading with integrity and upholding legal and ethical standards. • Ensure quality City services emphasize public health, safety, and opportunity. Page 23 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 6 Council Rules of Engagement (Adopted 2017, 2021) • To treat everyone with respect, courtesy, and civility. • To act collaboratively and promote and solicit an open, honest, transparent, respectful, and professional dialogue with each other, our citizens, city staff, and other interested parties. • To honor our commitments. • To actively advocate for our point of view, but also to recognize and respect the decisions of Council, even though we might not agree with that decision (we will not undermine the decisions of Council). • To recognize any preconceptions that we may have about certain individuals, groups, or organizations. Page 24 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 7 City of Georgetown City Council Leadership Philosophy The City Council of the City of Georgetown will lead by… • By example • Lead the way you live • Be willing to do yourself what you ask of others. • Agree to disagree – in a civil way. • Give respect. • Focus on the issue – not the personality. • Give credit to others • For service. • For their opinion/point of view. • For being innovative. • For speaking up. • Trust each other. Page 25 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 8 City of Georgetown City Council Communication Philosophy The City Council of the City of Georgetown will communicate by… • Give fellow members the benefit of the doubt • Don’t attribute intent or motives that are not being spoken. • Acknowledge and consider that we know our own districts the best when expressing an opinion on an issue that affects the districts. • Separate the people from the problem; the problem from the interest; work the problem. • Accept each other and their respective interests and opinions. • Express understanding and empathy. • Defer/respect the opinions of others. Page 26 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 9 City of Georgetown City Council and Staff Expectations Council expects the following of staff… • Be 100% open and honest with the facts. • Be responsive to the Council and citizens. • For technical staff – Don’t lie and don’t guess. • For senior staff – Hold to high ethical standards. • Be willing to say, “I do not know.” • Be patient. • Be prepared to explain and ask for clarification. • Work together to fix mistakes. Staff expects Council to (as defined by Council members themselves) … • Clear direction. • Consistency • Responsiveness • Short meetings! • Be understanding of mistakes that may be made. • Have their back – no scapegoats. • Provide fair compensation for the expertise and professionalism. • Understand the behind-the-scenes complexity of city government. • Provide constructive feedback. • To support employee retention/attraction efforts. Page 27 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 10 City of Georgetown Strategic Areas of Emphasis • Governance o Guiding Principle: The City of Georgetown follows established rules of governance that promote civil discourse, consistent and predictable deliberation, and exemplary action. • Growth o Guiding Principle: The City of Georgetown will proactively work to anticipate growth in all aspects of city government – mobility, infrastructure, customer service. • Housing o Guiding Principle: The City of Georgetown will strive to provide housing opportunities to ensure a diverse population. • Downtown o Guiding Principle: The City of Georgetown will provide a positive economic environment to ensure an active and viable downtown and provide infrastructures and amenities to ensure safety, mobility and accessibility. • Economic Development o Guiding Principle: The City of Georgetown will promote a strong and diverse economy that strengthens the local sales tax and property tax base while also contributing to a high quality of life. • Risk Management o Guiding Principle: The City of Georgetown will provide a well -planned and coordinated emergency and risk management system for all city services. Page 28 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 11 Note: These items will be updated to reflect the Implementation Plan initiatives that are being submitted. Area of Emphasis Governance • Guiding Principle: The City of Georgetown follows established rules of governance that promote civil discourse, consistent and predictable deliberation and exemplary action. • Review agenda format and items with an eye toward streamlining. • Provide opportunity for Council to observe the day to day of the staff. • Be deliberate about finding ways to develop relationships and trust among members. • Begin a Pre-Election Orientation (as well as the post election orientation) process using the elected officials to inform candidates of the governance process and strategic plan. • Implement the Citizens Academy to improve transparency, familiarity, communication and trust with the City government at all levels. • Explore the possibility of Town Hall meetings for Council members to host within their respective districts. • Expand information flow on the Vision and Strategic Planning process to Boards and Commissions. • Seek additional feedback on citizen needs (it was recognized the citizens survey had just been received). • Continue quarterly study sessions on major subjects o Employee attraction/retention o Housing market trends to determine the housing mix needs to be adjusted. o Review status of implementation of various master plans developed over the last few years. Page 29 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 12  Include the water/wastewater master plan and impact fees. • Evaluate and discuss the current efforts toward civic engagement and required resource commitments. Page 30 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 13 Area of Emphasis Growth • Guiding Principle: The City of Georgetown will proactively work to anticipate growth in all aspects of city government – mobility, infrastructure, customer service. Initiatives • Update Master Plans o Implement and update impact fees.  Incentivize fees for attract desired affordable housing. o Update and implement corridor studies. o Establish a regional water plan. o Implement an aggressive CIP plan o Update utility master plans. o Update parks master plan. • Ensure financing capacity to handle growth. o Implement the mobility bond improvements. o Determine policy for debt versus pay-as-you-go for capital spending. o Determine General Fund and Utility ROI to finance transportation needs not bond funded. o Promote public/private partnerships (PPP) to fund infrastructure needs related to growth and development. • Establish and implement a water conservation program. • Maintain high customer service capacity. o Establish an organizational capacity plan ensuring efficiency and effectively responding to growth. • Schedule a special council study session on employee retention/attraction. Page 31 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 14 Area of Emphasis Housing • Guiding Principle: The City of Georgetown will strive to provide housing opportunities to ensure a diverse population. Initiatives o Establish an affordable housing policy.  Seek out a list (cast a wide net) of qualified developers to propose innovative affordable housing projects to determine the market and viability of projects for Georgetown. • Emphasize projects that partner with nonprofits for long term sustainability.  Allow for a diversity of housing including tiny homes, townhomes, studio homes, etc. that have a smaller footprint and provide diversity of housing  Establish a policy to incentivize affordable home ownership. • Explore a fee structure of grant pool for permit and building fees. • Promote public/private partnerships (PPP) with local banks and nonprofits to provide financial education to assist local financing of housing. o Establish a policy on multi-family housing.  Determine ratio of single family to multi-family units for the city.  Determine locations where infrastructure exists and/or is needed.  Establish a policy for commercial development in and around multi-family to ensure availability of services. o Establish a policy determining the residential/neighborhood commercial mix in targeted areas within the city to protect commercially zoned property ensuring economic development. o Encourage mixed-use developments (combined residential and commercial uses). o Encourage the development of executive housing. o Establish strong development standards, ensure quality housing products. o Establish incentives to encourage annexation of development. • Study and make recommendations on the use of historic housing tax credits. Area of Emphasis Downtown Page 32 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 15 • Guiding Principle: The City of Georgetown will provide a positive economic environment to ensure an active and viable downtown and provide infrastructures and amenities to ensure safety, mobility and accessibility. Initiatives o Expand downtown mobility opportunities.  Expand sidewalk program out from downtown.  Explore trolley options.  Explore additional parking options.  Educate business on importance of sidewalk accessibility during events.  Improve handicapped accessibility in all aspects of mobility. o Update the Downtown Master Plan.  Better define transition zones and uses expanding out from the downtown district.  Update downtown historic guidelines.  Separate strategies between “old town” and the square.  Establish parameters for commercial density in downtown area. o Foster cooperation with the county on downtown development.  Facilitate joint workshop between city and county officials. o Establish policy for holding events in downtown.  Determine mix and size of events that do not overwhelm downtown.  Explore moving larger events to other venues.  Explore events sized for downtown. o Establish programs to promote downtown businesses.  Promote downtown façade and sign grant program.  Promote maintaining authenticity among downtown businesses. • Promote businesses with “local” flavor.  Facilitate workshops with downtown business owners. • Review and make recommendations on height restriction regulations in the Downtown District and the courthouse view corridor regulations . Area of Emphasis Economic Development Page 33 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 16 • Guiding Principle: The City of Georgetown will promote a strong and diverse economy that strengthens the local sales tax and property tax base while also contributing to a high quality of life. Initiatives • Promote a viable workforce development program. o Partner with business employers on workforce development. o Increase support for vocational programs. o Partner with TSTC for training identified workforce needs. • Invest in infrastructure in targeted areas to promote industrial and commercial growth. • Promote business marketing and retention programs. o Promote programs to retain locally based businesses and small businesses. o Sustain/improve a predictable, responsive and accountable development process. o Create a strong “brand” to market and promote Georgetown to new businesses. o Establish programs and policies that reward and incentivize businesses that pay higher wages. o Foster ways to keep spending dollars locally as growth occurs. o Encourage a diversity of industry. • Foster regional cooperation with area governmental partners – county, schools, and surrounding cities. • Receive quarterly reports on status of various economic development projects. • Continue to utilize public/private partnership (PPP) as an economic development tool when possible. • Make greater use of Garey Park for economic development purposes. • Complete a citywide plan (public/private) for programming and special events. Page 34 of 82 Georgetown Report and Action Plan 2021 December 3, 2021 Strategic Planning Process 17 Area of Emphasis Risk Management • Guiding Principle: The City of Georgetown will provide a well -planned and coordinated risk and emergency management system for all city services. Topics • Risk Management (topics include but are not limited to the following) o Resiliency of water/wastewater and electric infratructure o Outage communication o Cyber security o Emergency Management Plan update and training o Electric portfolio management o Risk management study implementation o Internal/External audits Page 35 of 82 City of Georgetown, Texas Housing Advisory Board April 18, 2022 S UB J E C T: P res entation and disc ussion of policies and available tools of the 2030 Hous ing Element. - Nat Waggoner, P MP, AI C P As s t. P lanning Dir. - Long R ange IT E M S UMMARY: T he purpos e of Housing Element of the 2030 P lan is to direc t s taff and/or c ommis s ions in rendering actions and res olutions relating to the utilization of all of the available res ourc es with the C ity and its planning area for the purpose of developing a diverse and s ustainable hous ing stock. T he Hous ing Element, adopted in 2020 inc ludes an analys is of existing housing s toc k, c onsideration of hous ing demand and supply trends , an evaluation of future hous ing needs , city land use policies that play a role in the development of housing s toc k as well as s trategies to s upport the implementation of thos e c ity policies. At this meeting of the Hous ing Advisory Board, city s taff will provide the Board an overview of the process used to develop hous ing polic ies (Hous ing P olic y G uide), the 14 adopted hous ing polic ies and the tools evaluated during the development of thos e polic ies , referred to as the “Housing Toolkit” Housing P olicies: T he 14 policies of the 2030 Hous ing Element addres s housing needs for spec ific hous ehold types (low income, workforc e, s enior) and for the C ity as a whole. Attached as Exhibit #1- Housing P olicies. During the 2030 C omprehens ive P lan update, s taff, the Housing Advis ory Board and the 2030 S teering C ommittee us ed the Housing P olicy G uide as a tool for the development of housing policies. Attached as Exhibit 2, the Housing P olicy G uide inc ludes pos s ible tools , application examples, C ounc il direc tion on the polic y, intended outcomes and the C ity’s anticipated implementation role, if exercised. Housing Toolkit: T he Hous ing Toolkit is intended to be a referenc e guide for programs , policies, and regulations that could be implemented, as needed, to address identified housing needs. T he Toolkit inc ludes programs in existenc e for the C ity as well as additional tools that may be utilized to support hous ing goals and polic ies . Attached as Exhibit #3 – “Housing Toolkit”. Toolkit has 2 parts: 1) Memorandum s ummarizing the tools rec ommended by cons ultant, pages 295-298. T he memo is organized by outc omes : • R ehab/Improvement of Exis ting Housing • P artnerships • Direc t O utreac h/F inancial Assistanc e to O wner Hous eholds • S upport and inc reas e low-inc ome, workforce and s enior rental options & workforc e ownership options, C ity-managed development agreements and financing tools for new hous ing • Inc reas ing housing freedom • Large sc ale solutions 2) C omprehens ive lis t of tools available, organized by polic y group, found on pg. 299-327. T he table inc ludes a desc ription of the tool, available funding, example cities in Texas and cons ideration of Page 36 of 82 appropriatenes s for application in G eorgetown. F IN AN C IAL IMPAC T: N/A S UB MIT T E D B Y: Nat Waggoner, P MP, AI C P AT TAC H ME N T S: Description Type Exhibit 1 – 2030 Housing Policies Exhibit Exhibit 2- Hous ing Policy Guide Exhibit Exhibit 3 - Toolkit Exhibit Page 37 of 82 122 HOUSING Housing Policies Policy H.1 Preserve existing housing stock that contributes to diversity and affordability. » Protect existing housing stock that provides a range of housing types, price points and sizes to overall inventory . Policy H.2 Preserve existing neighborhoods in targeted areas. » Certain neighborhoods require special consideration of development impacts to ensure character and compatibility are protected. » Preservation efforts may be defined through small area planning. Policy H.3 Support owners’ ability to stay in homes in neighborhoods with rapid value increases without limiting the sale of the home. » Homeowners may be priced out of their existing homes and neighborhoods due to drastic increases in property values, as shown in the housing subarea profile analysis (Appendix Q: Housing Subarea Profiles), that result in property tax increases. Policy H.4 Maintain and promote neighborhood character and quality. » Neighborhood vitality is maintained and promoted through neighborhood association support, enhancements and beautification efforts. » Character and quality may be defined and promoted through small area planning or creation of neigh borhood conservation districts. Page 38 of 82 123 Policy H.5 Support and increase rental choices for low-income and workforce households unless the housing is substandard. » Support existing rental choices for low-income households and workforce households as identified in the housing inventory (Appendix P: Housing Inventory). » Increase rental choices for workforce households through support of LIHTC development and providing incentives in development regulations, agreements and negotiated standards. » Substandard housing is defined through coordination with Code Enforcement and Chief Building Official. Policy H.6 Support rental choices for senior households. » Maintain age-restricted units to provide rental choices for cost-burdened senior renters. Policy H.7 Increase homeownership choices for workforce households. » Homeownership opportunities are targeted for workforce households earning between 60 to 80 of the Area Median Income (AMI). Policy H.8 Support the nonprofit community in creating housing opportunities for the most vulnerable residents (including but not limited to homeless, seniors, youth aging out of the foster care system, and people with disabilities). » Maintain and continue to develop community partnerships to assess community need. » Assist non-profits through Strategic Partnership grants. Page 39 of 82 124 HOUSING Policy H.9 Encourage and incentivize new housing and reinventions or additions to existing housing to provide a mixture of housing types, sizes, and price points. » Ensure development regulations support and include incentives for diverse housing options. » Negotiation during Municipal Utility District (MUD), Planned Unit Development (PUD), and other similar initiatives can provid e opportunities to include various housing options. Policy H.10 Ensure land use designations and other policies allow for and encourage a mixture of housing types and densities across the community. » Land use and special district policies are regularly reviewed to support housing diversity. » Application of land use ratios and care taken to ensure developments include supporting uses. Policy H.11 Promote aging in place opportunities by aligning land use policies and transportation policies that promote a housing market capable of accommodating residents throughout all stages of life. » Aging in place means that a person can comfortably spend their entire life within the community if desired – and possibly within the same home. » Coordinated services and land use decisions support aging in place. Policy H.12 Actively seek and build public and private partnerships to leverage resources and promote innovation. » Coordinate the City’s housing goal and policy through engagement with entities such as Williamson County, local financial institutions and non-profits. Page 40 of 82 125 Policy H.13 Align housing goals with other city policies and strategic plans. » Aligning all plans supports effective and efficient governance. » This policy acknowledges that housing is an integral land use and the decisions related to the services the City provides inc lude the consideration of housing policies. Policy H.14 Provide opportunity for community engagement through outreach and communication. » Ensure the community has the opportunity to understand and participate in housing plans and decisions. » Provide opportunities for engagement in the community where residents are already gathered. UDC • Neighborhood maintenance Page 41 of 82 195 Appendix G: Housing Policy Guide Policy ID Policy Possible Tools (* indicates current tool) Specific example Intent/ Council Direction Outcome Role Definitions/Council Direction Preservation P1 Preserve existing housing stock that contributes to diversity and affordability. • Multi-Family/home rehabilitation for small scale multi-family, quad and duplexes. • Multi-Family energy efficiency rebate and incentive programs • Support GHA's maintenance of units/infrastructure. • Affordability term extensions for existing tax credits - support property owners with renovations that use Low Income Housing Tax Credit. Olde Georgian (1700 S Austin Ave), Apple Creek (302 Apple Creek Dr), Cedar Ridge (1500 Northwest Blvd) unsubsidized affordable multi-family Preservation Affordability Diversity Protect existing affordable housing stock/prevent loss of naturally occurring affordable housing (NOAH). Existing units remain available to residents. Partner or Support P2 Preserve existing neighborhoods in targeted areas. • Zoning and Future Land Use Map • Policies to ensure compatibility, transition zones (Old Town and Downtown Design Guidelines) • Defined set of criteria to identify areas to target (ex: using data of age of units or percentage of renters) • Small area, neighborhood plans TRG, Rivery and San Jose neighborhood residents have attended several P&Z hearings regarding development requests in the neighborhood but lack formal policies in the Comprehensive Plan and Downtown Master Plan to address redevelopment. Preservation Enable P&Z and Council to preserve character of targeted neighborhoods. Particular aging neighborhoods may need special protections as redevelopment occurs. Lead City could create process, residents would need to self elect neighborhood (ex. Traffic Neighborhood Management Program) Specific criteria might be laid out in toolkit for qualifying neighborhoods (age, maintenance, vulnerability to change) Page 42 of 82 196 APPENDICES P3 Support owners’ ability to stay in homes in neighborhoods with rapid value increases without limiting the sale of the home. • Home Rehabilitation* • Utility billing assistance* • Homestead exemption education • Partnerships with nonprofits that assist existing home owners with maintenance • Property tax abatement for reinvestment areas for homeowners meeting specific criteria • Neighborhood Empowerment Zones Ridge, San Jose, Railroad neighborhoods have seen construction of homes that raise property values. A Neighborhood Empowerment Zone, state enabled city-created zone for purpose of rehabilitation or creation of affordable housing, could be established for specific geographies. Preservation Affordability Support homeowners experiencing property value increase due to development in established neighborhoods to preserve homeownership. Partner or Support P4 Maintain and promote neighborhood character and quality. • CDBG for capital improvements (lighting, sidewalks)* • Neighborhood traffic management program, street maintenance* • Promote neighborhood capacity (vitality, services) building - HOA training/education • Partner with banks to meet Community Reinvestment Act requirements • Education/outreach. Neighborhood registration program* • Identify opportunities for small area plans • Neighborhood cleanup day • Urban park programs for infill Deer Haven or River Chase concern about proximity of commercial and impact to adjacent single family subdivisions; roadway planning. Parkview Estates desire to have neighborhood amenities to build neighborhood brand. Preservation Ensure neighborhoods are maintained and valued. Neighborhood viability/maintenance/enhancement Partner or Support Page 43 of 82 197 Affordability A1 Support and increase rental choices for low-income and workforce households unless the housing is substandard. • Development incentives* (Workforce Housing standards in UDC- impervious cover, setbacks, # of units/building, smaller lot size) • Support GHA programs (landlord outreach and education to accept vouchers to maximize available units, CDBG funds, energy efficiency upgrades through GUS) • Support LIHTC development that meet City defined process • Define metrics for affordability goals • Development agreements • TIF/TIRZ • Affordability term extensions for existing tax credits • Review of multi-family development standards to encourage infill development • Incentivize multi-bedroom housing options for families with children or aging parents Stone Haven is almost 50 years old and in need of infrastructure and structural improvements to continue to safely house its residents. The Housing Authority will need to pursue revenue sources to make the improvements. The City can support the HA in this effort to retain the asset that serves households with incomes less than 30% of the AMI through improvements using CDBG or energy efficiency funds. Three tax credit properties are over 20 years old and their affordability term will expire after 35 years. Affordability Preservation Diversity Maintain rental housing stock available to low-income households. Greater rental housing choice for workers. Support or partner Workforce is defined as 60- 80% AMI A2 Support rental choices for senior households. • Define metrics for affordability goals • Support GHA programs • Support LIHTC development • TIF/TIRZ At no cost to City, a LIHTC resolution of support or no objection for age restricted housing. Affordability Preservation Maintain available age and income restricted units. Rental choices for seniors who need them. Support or partner Page 44 of 82 198 APPENDICES A3 Increase homeownership choices for workforce households. • Development incentives* (Workforce Housing standards in UDC) • Development fee exemptions • Development agreements • Development regulations (density bonus on a per acre basis) • Municipal Utility Districts • Public Improvement Districts • Land Bank or Land Trust like tool • Down payment assistance Mueller: Development agreement - public private partnership with publicly owned land, mixed-use community with affordability terms on approximately 25% of units (owner and rental options) Affordability Diversity Have workforce housing units as an incentive tool available for negotiation opportunities. Greater owner housing choice for workers. Lead Workforce is defined as 60- 80% AMI A4 Support the nonprofit community to create housing opportunities for the most vulnerable residents (including but not limited to homeless, seniors, youth aging out of the foster care system, and people with disabilities). • Health and Human services element in the Comprehensive Plan as required by City Charter • Needs assessment • County point in time count Support or partner for development of a needs assessment. Affordability Acknowledge and define community housing need for vulnerable residents. Support or partner Page 45 of 82 199 Diversity D1 Encourage and incentivize new housing and reinventions or additions to existing housing to provide a mixture of housing types, sizes and price points. • Incentives for diversity of housing products* • Low Income Housing Tax Credit process* • Promote and evaluate existing incentives for diversity of housing products • Define metrics for diversity goals • Incentives for density (density bonus) • TIF/TIRZ • Incentivize multi-bedroom housing options for families with children and aging parents Establish outcomes for diversity of housing in Municipal Utility District policy or development agreements. Diversity Affordability Tools for greater housing diversity. During negotiation opportunities, consider producing various housing types for new and infill development as option. Lead D2 Ensure land use designations and other policies allow for and encourage a mixture housing types and densities across the community. • Evaluate regulatory barriers to density • Review regulations to improve diverse housing options (such as ADUs). • Development regulations (zoning standards (density bonus will be the most effective)) , subdivision standards, building standards) while maintaining compatibility. • Create a zoning district that allows tri- plexes and four-plexes Unified Development Code requires Special Use Permit by City Council for accessory dwelling unit (ADU). Development Code is not equipped to handle condo regime. Diversity UDC supports and allows diversity of housing types and densities. Lower/evaluate regulatory barriers to housing diversity. Lead Page 46 of 82 200 APPENDICES D3 Promote aging in place opportunities by aligning land use policies and transportation policies that promote a housing market capable of accommodating residents throughout all stages of life. • Support services (transportation, healthcare, food service, utility billing assistance) • Strategic Partnership grants focused on agencies that promote aging in place/community • Health and human services Increased diversity of housing product may allow someone to stay in community if aging causes need for different housing product. Diversity Accommodate diverse housing needs through development code and connection to services. More people have choice to stay in home/community as they age. Partner Page 47 of 82 201 Coordinated Housing Programming (global policies) C1 Actively seek and build public and private partnerships to leverage resources and promote innovation. • Partnerships with nonprofits, county, school district* • Comm. Development Block Grant (WilCo and/or HUD)* • HOME (TDHCA) - down payment assistance • Housing Trust Fund (TDHCA + HUD) • Health and Human Services element of Comprehensive Plan • Point in Time count (County effort) • Partnerships with employers CDBG funds through County to partner with HFHWC for Home Repair for neighborhood preservation. Preservation Affordability Diversity Secure outside funding and partnerships to maximize results. Should be used for all policies where possible. Partner C2 Align housing goals with other city policies and strategic plans. • Land use policies* • Economic development strategies involve housing discussion with employers. • Public works - Overall Transportation Plan Housing diversity policies coordinated with land use policies, economic development strategic studies Preservation Affordability Diversity Coordinate plans and policies. Applies to all policies. Effective and efficient governance. Lead C3 Provide opportunity for community engagement through outreach and communication. • Education and promotion of available housing programs and incentives. • Communication about housing options for residents. Surveys, open house and speaking in community about 2030 Plan update. Development community outreach. Preservation Affordability Diversity Involve public/community in planning and decision making. Applies to all policies. Residents can provide input on neighborhood and city planning process. Lead Page 48 of 82 295 2/11/2020 draft Appendix R: Housing Toolkit Page 49 of 82 296 2/11/2020 draft APPENDICES Page 50 of 82 297 2/11/2020 draft Page 51 of 82 298 2/11/2020 draft APPENDICES Page 52 of 82 299 2/11/2020 draft Policy: Preserve existing housing stock that contributes to diversity and affordability. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Home Repair Grant program for low income homeowners to rehabilitate homes for eligible repairs. Type of Action (program, policy, study): Existing Program HOME/CDBG, economic development sales tax, housing bonds, future tax increment, Community Reinvestment Act. Federal funds are available through HOME and CDBG programs (specifically for properties with low-income occupants), but local funds and private / nonprofit sector resources are also available. 4B sales tax funds have been used (San Angelo). Local housing bond proceeds can also be used, as can TIRZ set-asides for affordable housing. For rehabilitation expected to significantly increase the assessed value of the property, reimbursement from future property tax increment is another option that does not require immediate disbursement of funds on hand. Some non- profits such as Habitat for Humanity also contribute funds, material, administration and/or labor toward rehabilitation. HUD Maintain current funding ($$) Maintain current program for low income homeowners (50% AMI and below). Low income ownership; Affordability Analysis showed 733 owner HH under $20K income 2016 and 2,152 owner HH $20K - $35K in 2016 # of homes rehabbed Pros: Helps remove emerging blight; usually cheaper than new construction; potential to assure longer term affordability depending on requirements, helps stabilize neighborhoods Cons: Usually limited in number of units assisted (especially single family); tradeoff between cosmetic (low cost, low administration) and structural / system improvements (higher costs, more administration); federal funds involve extra paperwork and process, and likely limit recipient properties to low-income occupancy and other requirements; history of difficulties with single family and quality assurance (recent Austin controversies); without recipient post-rehab residency requirement, can potentially sell home and lose affordable SF unit Yes, but rapid housing price increases as documented in Housing Study (sales under $200K fallen to 7.5% in 2017- 18) mean that fewer low- income HH will be owning homes, though seniors may be continue to be eligible Rehab programs are frequent in cities around Texas including the Austin area, often using HOME and CDBG funds or proceeds from housing bonds. An effective program in San Angelo has an exterior rehab program with the exterior siding replacement funded through CDBG, equipment and supplies with 4B funds, paint donated through the Habitat for Humanity Valspar program, and labor donated by community volunteers; Page 53 of 82 300 2/11/2020 draft APPENDICES also does direct rehabilitation lending to eligible homeowners through the FHA and has other lending programs for rental property owners. Home Repair for Workforc e Homeow ners Grant program for workforce homeowners to rehabilitate homes for eligible repairs (possible match component). Type of Action (program, policy, study): Program Involvement of federal funds or programs will necessarily require the subject housing to serve occupants of lower income levels (usually maximum of 80% of AMI and often 50% or 30%). Some kinds of local funds are more flexible in terms of the income levels of occupants to be served and the length of term of affordability. The City should consider requiring a minimum affordability level and period for programs that are not already bound by federal or other restrictions, and should consider homes priced to moderate- income households (for example, 60% to 120% of AMI) and minimum compliance terms (5, 10, 15 years for example) as well in such cases. Possible one- time payment (see Richardson example) or future reimbursement or abatement of increased City tax due to assessed value increase. ($-$$) Expand existing housing rehabilitation programs to target workforce demographic, for owner occupied rehabilitation, major repairs and minor repairs. Physically preserve existing affordable and moderately priced housing structures; link to preservation of affordable pricing. Preserve homeownership (owner ability to stay in home) ; Required property owner matches for either grants or loans make public funds stretch farther and assure more commitment from recipients. Reimbursement from future incremental property tax revenues best suited for property owners making substantial (beyond cosmetic) improvements and more middle- income occupancy (less need for immediate funding assistance). # homes rehabbed Housing study identified rapid decrease in lower- priced homes, especially below $200K; homes $200K - $275K also important to preserve (34.9% of 2017-18 sales); program not dependent on HUD-type income restrictions to lower- income homeowners will be more appropriate for Georgetown going forward as low-income homebuyers will be unlikely to buy homes as prices increase; also will address supply of older single family in subareas 3, 6 and 7. Loss of potential future tax revenue if grant is structured in form of reimbursement to homeowner based on increase in assessed value. Yes, very good proposal well- suited to Georgetown's market situation The City of Richardson Home Improvement Incentive Program uses only future incremental City property tax increases and thus does not have occupant income limits such as what HUD would require, making it a good example for Georgetown (though Georgetown could still apply a limit at its own discretion). Page 54 of 82 301 2/11/2020 draft Multi- family Rehabilita tion Loan or grant program to assist Multi- family property owners with property rehabilitation for eligible repairs. Type of Action (program, policy, study): Program and Study HOME/CDBG, economic development sales tax, housing bonds, future tax increment, Community Reinvestment Act. Federal funds are available through HOME and CDBG programs (specifically for properties with low-income occupants), but local funds and private/nonprofit sector resources are also available. 4B sales tax funds should be eligible. Local housing bond proceeds can also be used, as can TIRZ set-asides for affordable housing. For rehabilitation expected to significantly increase the assessed value of the property, reimbursement from future property tax increment is another option that does not require immediate disbursement of funds on hand. HUD also does direct rehabilitation lending to eligible homeowners through the FHA and has other lending programs for rental property owners. Could be capitalized as revolving loan program to have one- time funding up front. Community Reinvestment Act funds. Set up fund of approx. $500K if can allow tenant income restrictions of 80% AMI or higher ($$-$$$) 1. Study the locations and physical deterioration of existing housing stock. 2. Based on study findings, develop a program that encourages rehabilitation of small scale multi- family units. Small-scale rental properties documented as important element of supply for workforce in several subareas (1, 3, 6, 7) - 660 duplexes and 352 fourplexes in total planning area per Housing Study; Affordability Analysis indicated they are serving primarily moderate-rent households (not low-income) # of units rehabbed and # of units price- restricted per year for future period Can preserve small-scale workforce rental units for middle-income renters Voluntary program so property owners must find terms attractive and income restrictions not too severe; HUD funds may not allow rehabbing units for workforce income / rent levels Yes if can be made available to moderate income / workforce housing units (as opposed to low income) Plano has a rehab program for small-scale rental properties, though it uses HUD funding which requires 51% of rehabbed units to be allocated to low-moderate income HH. Page 55 of 82 302 2/11/2020 draft APPENDICES Regional Partnershi ps Partnerships with entities that acquire properties for preservation of affordable housing stock.Type of Action (program, policy, study): Program Impact Funds ($ - funded primarily by private equity investors, to purchase and preserve affordable multifamily rental properties), Housing Finance Corporation ($$$) can provide financial assistance for single family and multi- family housing development. The Capital Area Housing Finance Corporation (CAHFC) serves Williamson County. Likely little up- front City funding required; consider policy for future tax abatements or incremental property tax reimbursements ($-$$$ (deal / agreement- specific)) 1. Develop and leverage regional partnerships to maintain existing affordable housing stock. Invite outside private sector / nonprofit partners to facilitate affordable housing development and preservation of a scale and long term effectiveness beyond what the City could accomplish directly. The housing study identifies older single family and especially multifamily as a key affordability resource to preserve, which is difficult without acquisition by preservation- focused entities. Subareas 1, 3, 5, 6 of the study were particularly notable for the presence of potential preservation priority housing. Impact funds and HFCs contacted. Formalized relationships created. Creates mechanisms to lessen the organizational and funding constraints of the City; increases long term affordability and awareness of available opportunities for housing developers / builders and consumers Property acquisition for impact funds may be difficult and slow; will likely need to seek relationships with organizations not specific to Georgetown (regional or national); potentially long lead time before implementation. YES though each organization or fund will have to be considered on its own Work with the Strategic Housing Finance Corporation that currently serves only Travis County communities, where it acquires and preserves affordable housing, but perhaps could expand into Williamson County if Georgetown leaders seek partnerships. Some nonprofit housing developers (CDCs / CHDOs) are very experienced and offer educational services for housing consumers (homebuyer education) as well as their housing development activities; Examples: Williamson County joined the regional Texas Housing Foundation in 2018. The Southeast Texas Housing Finance Corporation serves multiple counties and communities near Houston. Avenue CDC in Houston develops low-price homes and affordable rentals in addition to homebuyer education programs, housing rehabilitation, and community development activities. The Turner Impact Fund purchases multifamily properties around the United States, including the Austin area, to preserve as workforce housing. The Austin Housing Conservancy was recently formed, initiated by the City of Austin but funded primarily by private equity investors, to purchase and preserve affordable multifamily rental properties. Page 56 of 82 303 2/11/2020 draft Policy: Preserve existing housing stock that contributes to diversity and affordability. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Affordabil ity term extensions Preservation of existing affordable units, often tax credit units. Type of Action (program, policy, study): Program General fund/staff time/in exchange for other program participation or development incentive Staff time ($) 1. Catalog developments to identify expiring affordability terms. 2. Develop program to provide support to property owners with renovations that use Low Income Housing Tax Credit. Preserves LIHTC units nearing end of affordability term. # of units preserved with extended terms Low cost tool Not many LIHTC units are yet at risk of affordability terms expiring. Yes Texas Housing Foundation - Public Housing Authority with agreements in five county central Texas region. Communi ty Reinvest ment Act funds Partnerships with banks to meet Community Reinvestmen t Act requirements Type of Action (program, policy, study): Program Bank grants Bank grants ($- $$) 0. Roundtable of interested banks 1. Programming 2. Execution Maintain neighborhoods for low income/workforce households. Repairs made/neighbor hood improvements Promotes partnerships. Banks meet CRA requirements while advancing community policies. Marketing/outreach time needed to develop program/partnerships. Yes City of Allen Home Repair for non-CDBG eligible activities like fences Page 57 of 82 304 2/11/2020 draft APPENDICES Policy: Preserve existing neighborhoods in targeted areas. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Small area/neigh borhood plans Plans developed through community outreach for areas of historical stability that are transitioning in use and density. Type of Action (program, policy, study): Program General Fund General Fund ($$) 1. Establish annual funding for small area/neighborhood plans. 2. Identify areas and neighborhoods for plan development. 3. Create process for neighborhoods to nominate themselves for small area plan. The subarea profiles show historic sales price trend data with significant increases in some subareas in price/square foot. Preservation of existing neighborhoods. One plan per year Focused analysis on defined areas; support for neighborhood preservation and compatibility Potential community concern on any transitions in use/density Yes City of San Antonio City of College Station City of Sugar Land Fort Worth Urban Villages (http://fortworthtexas.gov/Pla nningandDevelopment/urban villages/) Developm ent Regulatio ns Use of Zoning, Overlay Districts, Conservation Districts to preserve existing neighborhoo ds. Type of Action (program, policy, study): Policy General Fund General Fund ($) 1. Review and update UDC next budget cycle Housing Study documented both need for entry- level single family below $275K and current (and implied potential) role of moderate density rental properties in serving a middle income market; having flexibility in development regulations to facilitate housing diversity can help achieve additional development of these types and serve market Document diversity in type and price of new housing development Will make it easier to develop moderate- density housing through increasing the diversity of housing types and lot sizes (for SF) Will need to determine which areas of the City are reasonable candidates for strategy Yes City of Austin, City of Leander, City of Conroe recently reduced minimum lot sizes to allow single family homes at a lower price point in a master planned community. The City of Kerrville through the updates to the zoning code, revised an existing district to include more housing types. The biggest road block of the previous district was the different levels of approvals required for anything that was not traditional single family. In the “newer version” these secondary and tertiary approval processes were removed. The new district now allows for a Page 58 of 82 305 2/11/2020 draft segments of different resident ages and life stages as well as incomes. variety of housing types within the same district. Single family (on slightly reduced lot size – 4500 sq. ft.), duplexes, townhomes, patio homes, and small lot single family (3300 sq. ft. lot with separate alley access). To address the variety of housing types, building codes, and property values, we limited each block face to one consistent housing type. Policy: Support owners ability to stay in homes in neighborhoods with rapid value increases without limiting the sale of the home. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Home Repair Grant program for low income homeowners to rehabilitate homes for eligible repairs. Type of Action (program, policy, study): Existing Program HOME/CDBG, economic development sales tax, housing bonds, future tax increment, Community Reinvestment Act. Federal funds are available through HOME and CDBG programs (specifically for properties with low-income occupants), but local funds and private / nonprofit sector resources are also available. 4B sales tax funds have been used (San Angelo). Local housing bond proceeds can also be used, as can TIRZ set-asides for affordable housing. For rehabilitation expected to significantly increase the assessed value of the property, Continue current $25,000 level ($-$$) Maintain current program for low income homeowners (50% AMI and below). Low income ownership; Affordability Analysis showed 733 owner HH under $20K income 2016 and 2,152 owner HH $20K - $35K in 2016 # of homes rehabbed Pros: Helps remove emerging blight; usually cheaper than new construction; potential to assure longer term affordability depending on requirements, helps stabilize neighborhoods Cons: Usually limited in number of units assisted (especially single family); tradeoff between cosmetic (low cost, low administration) and structural / system improvements (higher costs, more administration); federal funds involve extra paperwork and process, and likely limit recipient properties to low-income occupancy and other requirements; history of difficulties with single family and quality assurance (recent Austin controversies); without recipient post-rehab residency requirement, can potentially sell home and lose affordable SF unit YES but rapid housing price increases as documented in Housing Study (sales under $200K fallen to 7.5% in 2017- 18) mean that fewer low- income HH will be owning homes, though seniors may be continue to be eligible Rehab programs are frequent in cities around Texas including the Austin area, often using HOME and CDBG funds or proceeds from housing bonds. An effective program in San Angelo has an exterior rehab program with the exterior siding replacement funded through CDBG, equipment and supplies with 4B funds, paint donated through the Habitat for Humanity Valspar program, and labor donated by community volunteers; Page 59 of 82 306 2/11/2020 draft APPENDICES reimbursement from future property tax increment is another option that does not require immediate disbursement of funds on hand. Some non- profits such as Habitat for Humanity also contribute funds, material, administration and/or labor toward rehabilitation. HUD also does direct rehabilitation lending to eligible homeowners through the FHA and has other lending programs for rental property owners. Page 60 of 82 307 2/11/2020 draft Home Repair for Workforc e Homeow ners Grant program for workforce homeowners to rehabilitate homes for eligible repairs.Type of Action (program, policy, study): Program Involvement of federal funds or programs will necessarily require the subject housing to serve occupants of lower income levels (usually maximum of 80% of AMI and often 50% or 30%). Some kinds of local funds are more flexible in terms of the income levels of occupants to be served and the length of term of affordability. The City should consider requiring a minimum affordability level and period for programs that are not already bound by federal or other restrictions, and should consider homes priced to moderate- income households (for example, 60% to 120% of AMI) and minimum compliance terms (5, 10, 15 years for example) as well in such cases. Possible one- time payment (see Richardson example) or future reimbursement or abatement of increased City tax due to assessed value increase. ($-$$) Expand existing housing rehabilitation programs to target workforce demographic, for owner occupied rehabilitation, major repairs and minor repairs. Physically preserve existing affordable and moderately priced housing structures; link to preservation of affordable pricing. Preserve homeownership (owner ability to stay in home) ; Required property owner matches for either grants or loans make public funds stretch farther and assure more commitment from recipients. Reimbursement from future incremental property tax revenues best suited for property owners making substantial (beyond cosmetic) improvements and more middle- income occupancy (less need for immediate funding assistance). # homes rehabbed and # of units price- restricted per year for future period Housing study identified rapid decrease in lower- priced homes, especially below $200K; homes $200K - $275K also important to preserve (34.9% of 2017-18 sales); program not dependent on HUD-type income restrictions to lower- income homeowners will be more appropriate for Georgetown going forward as low-income homebuyers will be unlikely to buy homes as prices increase; also will address supply of older single family in subareas 3, 6 and 7 Loss of potential future tax revenue YES, very good proposal well- suited to Georgetown's market situation The City of Richardson Home Improvement Incentive Program uses only future incremental City property tax increases and thus does not have occupant income limits such as what HUD would require, making it a good example for Georgetown (though Georgetown could still apply a limit at its own discretion). Neighbor hood Empower ment Zones Explore the creation of a neighborhoo d empowerme nt zone and other tools to provide targeted neighborhoo d support.Type of Action No up front funding required. Designate NEZs for areas of the City where certain types of housing are desired - permitting fees can be waived and tax abatements offered to enhance affordability; Short term (review and political process) 1. Propose NEZ incentive concept – fee waivers and / or tax abatements2. Define criteria and standards for NEZ – what kind of housing, pricing or income ranges served, level of Can address either for-sale or rental housing, including development of ADUs and moderate density multifamily # of housing units permitted or granted abatements that fit NEZ criteria No up front investment required City gives up a portion of fee or tax revenue Yes, if areas of city identified where new / more affordable housing development is desired Fort Worth has 6 NEZs, all in CDBG-eligible areas. Plano designated its downtown as an NEZ to encourage affordable housing development. Page 61 of 82 308 2/11/2020 draft APPENDICES (program, policy, study): Policy/Progr am note that tax abatements not compatible with TIRZ ($) incentive offered (can be graduated)3. Define process for selecting NEZ areas (older housing, areas near employment or services, etc.)4. Propose NEZ incentive process, undergo public and stakeholder feedback process, Council policy adoption5. Propose NEZ areas, undergo public and stakeholder feedback process6. Formal NEZ designations by Council Policy: Support owners ability to stay in homes in neighborhoods with rapid value increases without limiting the sale of the home. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Utility billing assistance Grant funds for paying utility bills. Type of Action (program, policy, study): Program Good Neighbor Fund Good Neighbor Fund ($-$$) Provide information regarding resource. Low-income and workforce homeownership # of households assisted. Lower utility cost can assist homeowners to remain in homes. May not assist with root cause of high utility costs Yes, existing program. City of Georgetown Page 62 of 82 309 2/11/2020 draft Homestea d exemptio n education Provide education to eligible homeowners on how to obtain a homestead exemption. Type of Action (program, policy, study): Program Non-profits, Staff time Staff time ($) Package information and provide through available city communication channels. Low-income and workforce homeownership # of homes with exemption Low cost action Unknown number of homeowners in need of education Yes Some real estate associations have education materials. Support partnershi ps Partnerships with non- profits that assist existing home owners with maintenance. Type of Action (program, policy, study): Program Staff time Staff time ($) Identify existing assistance and partner. Low-income and workforce homeownership # of homes repaired, homeowners retained Low cost action Dependent on availability of non-profit resources. Yes Faith in Action Georgetown Page 63 of 82 310 2/11/2020 draft APPENDICES Policy: Maintain and promote neighborhood character and quality. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Neighbor hood Capacity Building Promote neighborhoo d capacity (vitality, services) building - HOA training/educ ation/outreac h. Assist neighborhoo ds with neighborhoo d association creation. Type of Action (program, policy, study): Program General fund General fund ($) Short term/ongoing Preservation Number of neighborhood meetings/attend ees Build neighborhood relationships; support for neighborhood preservation Additional staffing Yes Tulsa, OK Neighborhood Liaisons (https://www.cityoftulsa.org/ government/departments/wor king-in- neighborhoods/neighborhood s/) Small area/neigh borhood plans Plans developed through community outreach for areas of historical stability that are transitioning in use and density. Type of Action (program, policy, General fund General fund ($$) 1. Establish annual funding for small area/neighborhood plans. 2. Identify areas and neighborhoods for plan development. 3. Create process for neighborhoods to nominate themselves for small area plan. The subarea profiles show historic sales price trend data with significant increases in some subareas in price/square foot. Preservation of existing neighborhoods. One plan per year Focused analysis on defined areas; support for neighborhood preservation and compatibility Potential community concern on any transitions in use/density. Yes College Station Sugar Land Fort Worth Urban Villages (http://fortworthtexas.gov/Pla nningandDevelopment/urban villages/) Page 64 of 82 311 2/11/2020 draft study): Program BEST Neighbor hoods (Beautiful, Engaged, Safe and Thriving) Neighborhoo d promotion, recognition and grant program Type of Action (program, policy, study): Program General fund General fund ($) Develop a program for neighborhoods to be recognized for beautification and quality of life efforts. Neighborhoods nominate themselves. Preservation of existing neighborhoods. Neighborhood participation is document by year. Capitilizes and incentivizes neighborhoods to take action. Less resourced neighborhoods may have limited ability to participate. Yes City of Plano created this program and reports success for cost. Plano has a pop-up trailer they take out to neighborhoods. Neighbor hood traffic managem ent program, street maintena nce* Expand or encourage current traffic management program. Type of Action (program, policy, study): Existing Program General fund General fund ($) 1. Continue current traffic management program. 2. Outreach to neighborhoods who might benefit from program. Preservation of existing neighborhoods. Reported neighborhood improvement Existing program Yes Current COG program. Neighbor hood cleanup day* Organize regular clean up day for neighborhoo d beautificatio n. Type of Action (program, policy, study): Program Public works, Solid waste, partnerships with private resource recovery companies Public works, Solid waste, partnerships with private resource recovery companies ($) 1. Work with Code Enforcement to Identify neighborhoods for clean up. 2. Coordinate departments and funding. 3. Select date and conduct outreach to inform neighborhoods. Preservation of existing neighborhoods. metrics around items disposed, number of blocks impacted. Code enforcement reports clean up day is effective for getting rid of many undesired uses and potential violations. limited resources to perform more than once or twice a year. Usually only one or two blocks during event. Yes COG has conducted in the past. Page 65 of 82 312 2/11/2020 draft APPENDICES Neighbor hood registratio n program* Expand current program. Type of Action (program, policy, study): Program General fund General fund ($) 1. Continue to promote neighborhood registration program. 2. Create outreach program based on interest topics submitted by neighborhoods during registration. Preservation of existing neighborhoods. # of neighborhoods registered low cost method to distribute information, self organizing potential not all neighborhoods are currently organized Yes Current COG program. Policy: Support and increase rental choices for low-income and workforce households unless the housing is substandard. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Developm ent agreement s Negotiations with developers that might include land provision or direct financial assistance in exchange of furthering city policy. Type of Action (program, policy, study): Policy Depends on structure of agreement; up-front financial assistance (grant or loan) will require source of funding (General Fund, TIRZ, 4B), while reimbursement can use future tax increment or cut of property sales revenue; some incentive items may not involve a financial cash flow (relaxed zoning, for ex.) TBD ($$-$$$$) 1. Identify and establish a special housing revenue fund to use for development negotiations. Helping developers fund infrastructure, land costs, materials can help deliver housing in this price range; could also help deliver new rental housing at rents lower than new Class A (under $1,300/month per Affordability Analysis) for Moderate / middle income HH ($70K and below) # new homes subject to development agreement built with price <$275K; # units rental housing affordable to low and middle income renters up to $50K income Incentive-based approaches more palatable than hard regulation; can very directly address financial issues that discourage more affordable new housing development Requires monitoring and clawback provisions; certain tools can reduce City revenues; requires extra negotiation processes YES, pursue such agreements as part of a housing incentive policy City of Houston Developer Participation Contracts; Clute Chapter 380 agreements providing below-market loan for housing subdivision infrastructure construction Page 66 of 82 313 2/11/2020 draft Developm ent incentives Policies that incentivize developers to voluntary increase rental housing supply through building rental units. (Workforce Housing Standards, Housing Diversity Standards, Density Bonus) Type of Action (program, policy, study): Policy General Fund General Fund ($) <1 year Potential method to gain incremental amounts of lower- priced units (most likely rental housing) for middle- and low- income workforce (retail, hospitality, government, health care, etc.) # low-to- moderate- priced units produced No direct fiscal outlay by City except administration Developers may not be familiar with particular housing types desired or how to incorporate affordable units into their projects; density may increase certain kinds of service costs per acre YES though effectiveness will have inverse relationship to strictness of overall regulation Downtown Austin Developm ent Regulatio ns Zoning, Overlay Districts, Conservation Districts, Diverse Housing OptionsType of Action (program, policy, study): Policy General Fund General Fund ($) Next budget cycle Housing Study documented both need for entry- level single family below $275K and current (and implied potential) role of moderate density rental properties in serving a middle income market; having flexibility in development regulations to facilitate housing diversity can help achieve additional development of these types and serve market segments of Document diversity in type and price of new housing development Will make it easier to develop moderate- density housing through increasing the diversity of housing types and lot sizes (for SF) Will need to determine which areas of the City are reasonable candidates for strategy YES Conroe recently reduced minimum lot sizes to allow single family homes at a lower price point in a master planned community.The City of Kerrville through the updates to the zoning code, revised an existing district to include more housing types. The biggest road block of the previous district was the different levels of approvals required for anything that was not traditional single family. In the “newer version” these secondary and tertiary approval processes were removed. The new district now allows for a variety of housing types within the same district. Single family (on slightly Page 67 of 82 314 2/11/2020 draft APPENDICES different resident ages and life stages as well as incomes. reduced lot size – 4500 sq. ft.), duplexes, townhomes, patio homes, and small lot single family (3300 sq. ft. lot with separate alley access). To address the variety of housing types, building codes, and property values, we limited each block face to one consistent housing type. TIF/TIRZ TIRZ policy might include provision for units available to certain AMI groups or fee-in-lieu Type of Action (program, policy, study): Policy Always City General Fund; potential to include WilCo property tax also Designate TIRZs for larger projects or multi-owner districts with significant public infrastructure, facilities, or amenity needs to assure market viability ($$-$$$$) Need to create zones when base year assessed value is low (Jan. 1 value of creation year) Could be used to enhance affordability for either for-sale or rental; Moderate / middle income HH ($70K and below) need for-sale homes <$275K (from Housing Study); helping developers fund infrastructure, land costs, materials can help deliver housing in this price range; could also help deliver new rental housing at rents lower than new Class A (under $1,300/month per Affordability Analysis) # units created within the zone, especially within targeted sale / rent price ranges; amount and timing of tax increment generated to fund public improvements No additional fees / taxes imposed on zone properties; can issue debt Additional administrative and legal costs to run TIRZ; City gives up portion of property tax revenue during life of zone YES if project or area fits creation criteria; participation of WilCo potentially makes it very attractive Dallas and Houston have required TIRZs to either include development of affordable units or have TIRZ funds set aside for affordable housing development. Page 68 of 82 315 2/11/2020 draft Policy: Support and increase rental choices for low-income and workforce households unless the housing is substandard. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Public Facilities Corporati on A public entity that can acquire sites and partner with multifamily developers to create tax- exempt mixed- income housing. Type of Action (program, policy, study): Program Funding required to acquire properties - could be General Fund, developer equal lease agreement, land acquisition fund, housing short term debt or notes of obligation; note that deals can be structured for developer to pay land cost back; City would have lost tax revenue from qualified projects since property becomes tax exempt. Developer pay land cost back ($$-$$$$) 1. Create a PFC to acquire sites and partner with multifamily developers to create tax-exempt mixed-income housing. Provides affordable multifamily rental - tax exempt status requires 50% of units to be restricted to <=80% AMI tenants; restrictions can be placed on remaining units also if financially feasible; Housing Study identified increased job growth for moderate-income local workers (<$50K income) who cannot afford new Class A rental properties, (low income and workforce rental units) # rental units created within targeted rent ranges / income restrictions Creation of affordable rentals without more restrictive requirements of LIHTC or HOME / CDBG funding; potential to also create middle- income rental housing Loss of potential future tax revenue YES create PFC - city-owned land might be low/no cost acquisition strategy San Antonio has constructed several affordable multifamily projects through PFC partnerships; new workforce rentals in Cibolo created through PFC partnership Affordabil ity term extensions Support preservation of existing affordable units, often tax credit units. Type of Action (program, policy, study): Program General fund/staff time/in exchange for other program participation or development incentive Staff time ($) 1. Catalog developments to identify expiring affordability terms. 2. Develop program to provide support to property owners with renovations that use Low Income Housing Tax Credit. Preserves LIHTC units nearing end of affordability term. Number of units preserved with extended terms Low cost Not many LIHTC units are yet at risk of affordability terms expiring. Yes Texas Housing Foundation Page 69 of 82 316 2/11/2020 draft APPENDICES Support GHA programs Support GHA through CDBG funds, energy efficiency upgrades through GUSType of Action (program, policy, study): Policy General fund/staff time/CDBG General fund/staff time/CDBG ($) 1. Understand support needed from GHA. 2. Work with GHA to support current capital improvements. low income renters # of units available, change in percentage of cost burdened renters supports some of only renter housing available for low income households. Not many units overall. Yes Low Income Housing Tax Credit process* Support LIHTC developm ent (workforc e) that meet City defined process Development using LIHTC for genearl population as proposed by developers. Type of Action (program, policy, study): Policy General fund/staff time General fund/staff time ($) Build on existing policy workforce renters # of units available, change in percentage of cost burdened renters No cost to city. Some of only funding available to build volume of workforce housing units 9% tax credit developments unlikely to be competitive in Georgetown Yes various around Texas including Georgetown Multi- family Tax Exemptio n Tax exemption program in exchange for on-site affordability Type of Action (program, policy, study): Program Texas Comptroller exemption for low- income housing (https://comptroller.tex as.gov/taxes/property- tax/docs/96-1740.pdf) Texas State Affordable Housing Corporation bonds for affordable rental housing (https://www.tsahc.org /public/upload/files/ge neral/MF_Bonds_Broch ure.pdf) N/A ($) Short term Affordability Number of affordable units added to housing stock Support for affordability; protect vulnerable populations Reduced tax revenue; potential community pushback on increasing affordable housing supply Yes McKinney, TX (https://www.mckinneytexas. org/1948/Low-Income- Housing-Tax-Credit; https://www.mckinneytexas.o rg/241/Mortgage-Certificate- Credit-Program) Page 70 of 82 317 2/11/2020 draft Policy: Support rental choices for senior households. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Low Income Housing Tax Credit process* Support LIHTC developm ent (senior specific) that meet City defined process Development using LIHTC for seniors as proposed by developers. Type of Action (program, policy, study): Policy General fund/staff time General fund/staff time ($) Build on existing policy low income senior renters # of units available, change in percentage of cost burdened senior renters serves severely cost burdened population Not as many senior renters as non-senior renters. Yes various around Texas including Georgetown Support GHA programs Support GHA through CDBG funds, energy efficiency upgrades through GUS Type of Action (program, policy, study): Policy General fund/staff time/CDBG General fund/staff time/CDBG ($) 1. Understand support needed from GHA. 2. Work with GHA to support current capital improvements. low income senior renters # of units available, change in percentage of cost burdened senior renters supports some of only renter housing available for low income seniors. Not many units overall. Yes Page 71 of 82 318 2/11/2020 draft APPENDICES Policy: Increase homeownership choices for workforce households. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Down Payment Assistance Down payment assistance and home buyer counseling programs by supporting public- private partnerships with financial institutions and major employers. Type of Action (program, policy, study): Program • DPA - Potential funding sources (HOME, housing bonds, General Fund, TIRZ, 4B sales tax, nonprofit/private sector partners) Up-front down payment assistance, which can be provided by the City, a local housing finance corporation, or major employers (less common). • Housing education / navigation program (include financial and realtor communities) A more involved strategy would be to work with employers, nonprofits, mortgage finance firms, realtors, developers, and builders to set up an ongoing program that would work to prepare first-time buyers for home ownership through improving credit profile, managing savings, and helping them with mortgage qualification. This program might be City-initiated but not City-run. The least- restricted funds are the most desirable for DPA - TIRZ and 4B are better than HOME and housing bonds because the City can choose to serve more middle- income HH. Education / navigation - mostly same sources in combination with partners ($-$$$) Establish down payment assistance and expand home buyer counseling programs by supporting public- private partnerships with financial institutions and major employers. Next budget cycle (General Fund, 4B); partnerships may take longer to develop Increase the ability of middle-income households to purchase a home in Georgetown by lower down payment amounts or ongoing costs such as property taxes; the housing study documented dramatic loss of available homes under $200K, so middle income buyers ($50K - $70K income) will need increasing help to purchase homes up to $275K, which is becoming the new bottom price tier # buyers of target income range ($70K and below) assisted Incentivizes middle- income households to consider buying in Georgetown when they might otherwise have moved elsewhere. Cons: Does nothing to provide more moderately-priced for- sale housing in Georgetown, and may even help drive up prices; loses effectiveness as home prices and interest rates rise; up-front assistance may be limited in number of households helped. YES but rapid housing price increases as documented in Housing Study mean that assistance may need to focus more on moderate to middle income HH and larger per-HH assistance will likely be needed over time : The City of Houston has a generous down payment assistance grant program, with some funded by HOME and restricted to recipients of certain income levels, and other funds coming from TIRZ affordable housing set asides and available to middle-income home buyers. The program has had to improve its bureaucratic process to be better able to work with realtors and builders, and has lessened in effectiveness as urban core home prices have risen. The City of Austin also offers one as a 0% deferred payment loan to homebuyers whose incomes do not exceed federal limits. Page 72 of 82 319 2/11/2020 draft Developm ent agreement s Negotiations with developers that might include land provision or direct financial assistance in exchange of furthering city policy. Type of Action (program, policy, study): Policy Depends on structure of agreement; up-front financial assistance (grant or loan) will require source of funding (General Fund, TIRZ, 4B), while reimbursement can use future tax increment or cut of property sales revenue; some incentive items may not involve a financial cash flow (relaxed zoning, for ex.) TBD ($$-$$$$) 1. Identify and establish a special housing revenue fund to use for development negotiations. Moderate / middle income HH ($70K and below) need for-sale homes <$275K (from Housing Study); helping developers fund infrastructure, land costs, materials can help deliver housing in this price range; # new homes subject to development agreement built with price <$275K; # units rental housing affordable to low and middle income renters up to $50K income Incentive-based approaches more palatable than hard regulation; can very directly address financial issues that discourage more affordable new housing development Requires monitoring and clawback provisions; certain tools can reduce City revenues; requires extra negotiation processes YES, pursue such agreements as part of a housing incentive policy Clute Chapter 380 agreements providing below-market loan for housing subdivision infrastructure construction; City of Houston Developer Participation Contracts Developm ent incentives Workforce Housing*, Housing Diversity*, Density Bonus Type of Action (program, policy, study): Policy General Fund General Fund ($) <1 year Potential method to gain incremental amounts of lower- priced units (most likely rental housing) for middle- and low- income workforce (retail, hospitality, government, health care, etc.) # low-to- moderate- priced units produced No direct fiscal outlay by City except administration; existing program Developers may not be familiar with particular housing types desired or how to incorporate affordable units into their projects; density may increase certain kinds of service costs per acre YES though effectiveness will have inverse relationship to strictness of overall regulation Existing program, Downtown Austin Comm. Developm ent Block Grant (Wilco and/or HUD) Land acquisition and infrastructur e Type of Action (program, policy, study): Program Williamson County or become entitlement jurisdiction Williamson County until evaluation ($) 1. Continue to apply for grants from Williamson County to support affordable housing for households under 80%. 2. Evaluate cost benefit to becoming entitlement jurisdiction. Workforce # of homes available due to investment Funding for capital improvements; neighborhood reinvestment Effort/resources to apply for grant Yes Waco, TX (https://www.waco- texas.com/housing-cdbg.asp) Page 73 of 82 320 2/11/2020 draft APPENDICES Publicly owned lands/tax delinquen t properties Leverage publicly owned lands for diverse affordable housing development s by taking a comprehensi ve inventory of land and its suitability for affordable housing development .Type of Action (program, policy, study): Policy Revenue from sale of properties. Evaluate agreement WCAD for sale of delinquent properties to determine best/highest use. To create a special revenue fund. Special Revenue Fund ($) 1. Evaluate agreement with WCAD. 2. Estimate/project fund. 3. Structure parameters. Evaluate delinquent property tax sale (https://mvbalaw.c om/wp- content/TaxUpload s/1119_Williamson .pdf) Workforce # of revenue generated from property sold. Leverage, public private partnerships, recognizes demand Offset general revenue, long time to build funds 380 Agreemen ts Chapter 380 of the Local Government Code authorizes municipalitie s to offer incentives designed to promote economic development such as commercial and retail projects. Specifically, it provides for offering loans and grants of city funds or services at little or no cost to promote Depends on structure of agreement; up-front financial assistance (grant or loan) will require source of funding (General Fund, TIRZ, 4B), while reimbursement can use future tax increment or cut of property sales revenue; some incentive items may not involve a financial cash flow (relaxed zoning, for ex.) TBD 1-2 years 1. Propose Ch. 380 Housing Incentive concept – grants / loans / reimbursements for housing 2. Define criteria and standards for Ch. 380 agreement – what kinds of housing, pricing or income ranges served, determining factors for potential incentive amount (examples: public infrastructure or amenity costs, extra costs for including affordable units, land costs over financially feasible Moderate / middle income HH ($70K and below) need for-sale homes <$275K (from Housing Study); helping developers fund infrastructure, land costs, materials can help deliver housing in this price range; could also help deliver new rental housing at rents lower than new Class A (under $1,300/month per Affordability Analysis) # new homes subject to development agreement built with price <$275K; # units rental housing affordable to low and middle income renters up to $50K income Requires monitoring and clawback provisions; certain tools can reduce City revenues; requires extra negotiation processes Incentive-based approaches more palatable than hard regulation; can very directly address financial issues that discourage more affordable new housing development YES, pursue such agreements as part of a housing incentive policy City of Plano uses 380 agreements for housing incentives by including housing as a community benefit for economic development in resolutions authorizing 380 agreements. Clute Chapter 380 agreements providing below-market loan for housing subdivision infrastructure construction; City of Austin Chapter 380 for affordable housing within the new Domain complex Page 74 of 82 321 2/11/2020 draft state and local economic development and to stimulate business and commercial activity. In order to provide a grant or loan, a city must establish a program to implement the incentives. level, etc.) 3. Determine extent of potential incentive eligible for applicants – developments serving lowest income range might be eligible for 100% of potential incentive while higher priced housing maybe 50% eligibility; also structure of incentive can be graduated, such as up-front grants or loans for most affordable housing vs. future reimbursements from lot sales or tax increment for higher-priced housing 4. Undergo public and stakeholder feedback process 5. Adoption of incentive policy by Council 6. Marketing of incentive to developers Communi ty Land Trust Create a Community Land Trust or other forms of Shared Equity Ownership. Transition suitable land bank properties to However, though after formation these tools can act quickly and at a large scale, getting them setup would be a major effort. Since Georgetown is not a large city (compared to Austin), Georgetown may have to work with other area communities to pool resources Funding options to be explored. ($$- $$$) Likely at least 2 years unless existing CLT can expand to Georgetown. 1. Look at possible regional CLTs for expansion into Georgetown. 2. Identify if any philanthropic or institutional Create high- capacity tools to better address the magnitude of affordable and workforce housing issues in Georgetown; The housing study highlighted the need to preserve as much of the # long term housing units placed into long term / permanent affordability Can bring much larger funding and organization to “move the needle” on creating and preserving desired housing. Addressing affordable and workforce housing primarily through federally-funded or sponsored mechanisms such as HUD funding Cons: Will take considerable time and effort to initiate and, for certain tools, acquire properties. YES, if existing CLT can expand to Georgetown or if a third party is willing to donate land. Examples: Austin and Houston have started community land trusts. The Houston Land Bank and Houston Community Land Trust have been formed act in concert to acquire sites for new affordable for-sale homes and create permanent affordability. Houston's receives land from the Houston Land Bank when a Page 75 of 82 322 2/11/2020 draft APPENDICES permanently affordable housing through a public/privat e partnership with builders and a shared equity model Type of Action (program, policy, study): Program needed to create these tools or find organizations using them already on a regional basis. While ideally operational expenses should be covered by real estate sales of improvements, there may be additional funds (General Fund) or partnership needed to fund administration entities might provide land to land trust. current moderately-priced rental housing (both smaller and larger properties) as possible. It also documented the rapid for-sale home price appreciation that is occurring, implying the need for mechanisms to preserve affordability for longer periods or permanently. (HOME, CDBG) is ultimately a small-scale approach to a large issue. Creating tools with the organizational and financial resources to execute larger-scale activities in a quicker time frame may be needed in order to keep up with the Austin metro’s ongoing housing price appreciation. prospective homeowner chooses the Land Trust option. Policy: Support the non-profit community to create housing opportunities for the most vulnerable residents (including but not limited to homeless, seniors, youth aging out of the foster care system, and peo ple with disabilities). Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/workforce ) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Health and Human Service Element The City Charter lists a Health and Human Services element in the Comprehensi ve Plan. A needs assessment of vulnerable populations can inform the element. Type of Action (program, policy, study): Study Potential partnering opportunity with WilCo and/or surrounding cities for needs assessment Partnerships for assessment/Gen eral fund for element ($$) 1. Support a needs assessment of potentially vulnerable populations to refine the scope and focus of the Health and Human Services Element. 2. Develop a Health and Human Services Element for the comprehensive plan, as required by City Charter. Seniors, Low- Income Completion of plan; measure through homelessness rates, foreclosures Meet charter requirement; protect vulnerable populations Cost/effort Yes City of San Antonio's Accomplishments by the Number to track progress (https://www.sanantonio.gov/ humanservices/about#2686334 69-children) Page 76 of 82 323 2/11/2020 draft Policy: Encourage and incentivize new housing and reinventions or additions to existing housing to provide a mixture of housing types, sizes and price points. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs TIF/TIRZ TIRZ policy might include provision for units available to certain AMI groups or fee-in-lieu Type of Action (program, policy, study): Policy Always City General Fund; potential to include WilCo property tax also Designate TIRZs for larger projects or multi-owner districts with significant public infrastructure, facilities, or amenity needs to assure market viability ($$-$$$$) Need to create zones when base year assessed value is low (Jan. 1 value of creation year) Could be used to enhance affordability for either for-sale or rental; Moderate / middle income HH ($70K and below) need for-sale homes <$275K (from Housing Study); helping developers fund infrastructure, land costs, materials can help deliver housing in this price range; could also help deliver new rental housing at rents lower than new Class A (under $1,300/month per Affordability Analysis) # units created within the zone, especially within targeted sale / rent price ranges; amount and timing of tax increment generated to fund public improvements No additional fees / taxes imposed on zone properties; can issue debt Additional administrative and legal costs to run TIRZ; City gives up portion of property tax revenue during life of zone YES if project or area fits creation criteria; participation of WilCo potentially makes it very attractive Dallas and Houston have required TIRZs to either include development of affordable units or have TIRZ funds set aside for affordable housing development. Page 77 of 82 324 2/11/2020 draft APPENDICES Municipal Utility Districts Special purpose finance district. MUDs help offset up- front infrastructur e costs to the developer who would otherwise have to recoup them through lot/home sale prices; helps keep home sale prices more affordable in projects outside city limits N/A N/A 1. Evaluate policies for potential housing diversity. MUDs help offset up-front infrastructure costs to the developer who would otherwise have to recoup them through lot/home sale prices; helps keep home sale prices more affordable in projects outside city limits Successful development completion and absorption; rapidity of developer reimbursements Can be applied outside city limits (in ETJ) MUD tax can be higher than City tax, so lower sale price somewhat offset by higher PITI Consider on case-by-case analysis; no precedent for consent contingent upon certain price range of homes, but may be possible Georgetown ETJ has existing MUDs; no precedent available regarding requirements for affordability Public Improvem ent Districts Special purpose finance district. MUDs help offset up- front infrastructur e costs to the developer who would otherwise have to recoup them through lot/home sale prices; helps keep home sale prices more affordable in projects outside city limits. N/A N/A 1. Evaluate policies for potential housing diversity. MUDs help offset up-front infrastructure costs to the developer who would otherwise have to recoup them through lot/home sale prices; helps keep home sale prices more affordable in projects outside city limits Successful development completion and absorption; rapidity of developer reimbursements City controls; wide range of improvements can be funded PID assessments are on top of City property tax, so property owner has higher ongoing payment burden (unless offset with City tax abatement) Consider on case-by-case analysis; no precedent for consent contingent upon certain price range of homes, but may be possible PIDs have been used extensively in the DFW metro; Travis County also has PIDs; not know if any PIDs or PID policies have been created specifically for housing with some affordability restriction Page 78 of 82 325 2/11/2020 draft Low Income Housing Tax Credit process* Support LIHTC developm ent (workforc e) that meet City defined process Development using LIHTC for general population as proposed by developers. Type of Action (program, policy, study): Policy General fund/staff time General fund/staff time ($) Build on existing policy workforce renters # of units available, change in percentage of cost burdened renters No cost to city. Some of only funding available to build volume of workforce housing units 9% tax credit developments unlikely to be competitive in Georgetown Yes various around Texas including Georgetown Policy: Ensure land use designations and other policies allow for and encourage a mixture housing types and densities across the community. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Developm ent Regulatio ns Revise development regulations (Zoning, Overlay Districts, Conservation Districts, Diverse Housing Options) Type of Action (program, policy, study): Policy General Fund General Fund ($) Begin next budget cycle Housing Study documented both need for entry- level single family below $275K and current (and implied potential) role of moderate density rental properties in serving a middle income market; having flexibility in development regulations to facilitate housing diversity can help achieve additional development of these types and serve market segments of different resident ages and life stages as well as incomes. Document diversity in type and price of new housing development Will make it easier to develop moderate- density housing through increasing the diversity of housing types and lot sizes (for SF) Will need to determine which areas of the City are reasonable candidates for strategy YES Conroe recently reduced minimum lot sizes to allow single family homes at a lower price point in a master planned community. The City of Kerrville through the updates to the zoning code, revised an existing district to include more housing types. The biggest road block of the previous district was the different levels of approvals required for anything that was not traditional single family. In the “newer version” these secondary and tertiary approval processes were removed. The new district now allows for a variety of housing types within the same district. Single family (on slightly reduced lot size – 4500 sq. ft.), duplexes, townhomes, patio homes, and Page 79 of 82 326 2/11/2020 draft APPENDICES small lot single family (3300 sq. ft. lot with separate alley access). To address the variety of housing types, building codes, and property values, we limited each block face to one consistent housing type. Policy: Promote aging in place opportunities by aligning land use policies and transportation policies that promote a housing market capable of accommodating residents throughout all stages of life. Potential Tool Description Potential Funding Options Recommended Funding Implementation Steps (Year or Steps Required in Advance) Potential Impact to Housing Need (low income/ workforce) (ownership/ rental) How is performance managed ? How is success measured? Pro Con Appropriate for Georgetown (Yes or No) Example Texas Cities / Programs Health and Human Service Element The City Charter lists a Health and Human Services element in the Comprehensi ve Plan. A needs assessment of vulnerable populations can inform the element. Type of Action (program, policy, study): Study Potential partnering opportunity with WilCo and/or surrounding cities for needs assessment Partnerships for assessment/Gen eral fund for element ($$) 1. Support a needs assessment of potentially vulnerable populations to refine the scope and focus of the Health and Human Services Element. 2. Develop a Health and Human Services Element for the comprehensive plan, as required by City Charter. Seniors, Low- Income Completion of plan; measure through homelessness rates, foreclosures Meet charter requirement; protect vulnerable populations Cost/effort Yes City of San Antonio's Accomplishments by the Number to track progress (https://www.sanantonio.gov/ humanservices/about#2686334 69-children) Page 80 of 82 327 2/11/2020 draft Support services to support aging in place Aging at home often requires integrated services including transportatio n, healthcare, food service, and possibly utility billing assistance. Type of Action (program, policy, study): Program Texas Department of Housing and Community Affairs - Comprehensive Energy Assistance Program utility assistance program (https://www.tdhca.sta te.tx.us/community- affairs/ceap/) General fund ($$$) Evaluate opportunities to build an enhanced support services program to provide transportation, healthcare, food services, and utility billing assistance to seniors, which should be addressed through the Health and Human Services Element. Seniors Number of seniors participating in program; annual survey of seniors to evaluate awareness and participating Support for Georgetown's sizable senior population; protect vulnerable populations Additional cost Yes Houston's Home Repair Program requires single- family projects accommodate aging-in-place (https://houstontx.gov/housin g/home_repair_programs.htm l) Dallas' Office of Senior Affairs (https://dallascityhall.com/de partments/community- care/Pages/seniorservices.asp x) Page 81 of 82 City of Georgetown, Texas Housing Advisory Board April 18, 2022 S UB J E C T: P res entation and disc ussion of Housing Advis ory Work P lan - Nat Waggoner, P MP, AI C P Asst. P lanning Dir. - Long R ange IT E M S UMMARY: S taff will provide a presentation of past work plans of the HAB and s eek feedback from the HAB on agenda items for the remainder of the 2022 calendar year. F IN AN C IAL IMPAC T: N/A S UB MIT T E D B Y: Nat Waggoner, P MP, AI C P Page 82 of 82