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HomeMy WebLinkAboutAgenda_HAB_06.15.2020Notice of Meeting for the Housing Adv isory B oard of the City of Georgetown June 15, 2020 at 3:30 P M at F riends Room, Georgetown P ublic L ibrary, 402 W. 8th 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 lease note that a quorum of the H ousing Advisor y B oar d may not all be pre se nt at the same physical loc ation. S ome me mber s may inste ad participate in this me eting from one or more re mote loc ations in an effor t to advanc e the public health goal of limiting face to fac e mee tings and to c ontain the spr ead of C O V I D -19. In addition, the re may be oc casions whe n the audio tr ansmission may not be clear or may be inter rupte d. In those instanc es, the mee ting will continue so long as a quorum is still pre se nt. With the Gover nor ’s O rder, all C ity B uildings ar e following these proc edur es: · M asks ar e r ec ommende d · P hysic al distanc ing; 6 fe et betwee n you and anyone not in your house hold · P rac tic e good hygiene and wash your hands · If any of these apply, do not visit: known c lose c ontac t with C O V I D -19 P er son, fe ve r gr eate r or equal to 100.0 de gre es F ahr enhe it, difficulty bre athing or shortness of br eath, cough, loss of taste or smell, sore thr oat, chills, he adac he , diarr he a or muscle pain. 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 /. Page 1 of 150 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 F ebruary 14, 2020 meeting. - Mirna G arcia, Management Analys t C C ons ideration and possible action to confirm the amended bylaws for the Housing Advisory Board relating to membership eligibility requirements -- S ofia Nelson, C NU-A, P lanning Direc tor D Nomination and selec tion of Vic e-chair and S ec retary for the 2020-21 Board. Mirna G arc ia, Management Analyst E Disc ussion and possible action to approve meeting time, date and plac e for 2020-21 Board. Mirna G arcia, Management Analys t F P resentation and dis cus s ion of a request for 1) a R esolution of no objection and 2) a R esolution ac knowledging that G eorgetown has more than two times the average per capita amount of Housing Tax C redit units for KC G Development to apply for Hous ing Tax C redits for the cons truction of 206 units of affordable hous ing for families to be known as Es pero Landing, and 144 affordable and market rate units for s eniors to be known as As peranza Heights, loc ated at S am Hous ton Ave. and Bell G in R d. – S us an Watkins, AI C P, Hous ing C oordinator G P resentation and dis cus s ion of the Housing Advis ory Board 20-21 work plan. S us an Watkins , AI C P, Hous ing C oordinator H Update from the Hous ing Advisory Board C hair. Lou S nead, C hairperson. 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 acc es s ible to the general public as required by law, on the _____ day of _________________, 2020, 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 150 City of Georgetown, Texas Housing Advisory Board June 15, 2020 S UB J E C T: C onsideration and pos s ible ac tion to approve the minutes from the F ebruary 14, 2020 meeting. - Mirna G arc ia, Management Analyst IT E M S UMMARY: F IN AN C IAL IMPAC T: . S UB MIT T E D B Y: Mirna G arcia, Management Analys t AT TAC H ME N T S: Description Type Minutes Backup Material Page 3 of 150 Housing Advisory Board Page 1 Minutes February 14, 2020 City of Georgetown, Texas Housing Advisory Board Minutes February 14, 2020, at 10:30 a.m. Historic Light and Waterworks Building, 406 W. 8th Street Georgetown, Texas 78626 Members present: Lou Snead, Chair; Bob Weimer; Randy Hachtel; Nikki Brennan; Jeannyce Hume Staff present: Susan Watkins, AICP, Housing Coordinator; Nat Waggoner, AICP, Long Range Planning Manager; Mirna Garcia, Management Analyst; Sofia Nelson, Planning Director 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 January 27, 2020 meeting. Mirna Garcia, Management Analyst Motion to approve Item B as presented by Snead. Second by Weimer. Approved (5–0). C. Update on the 2030 Plan Update process – Nat Waggoner, AICP, Long Range Planning Manager Staff briefed Board members on the recent and upcoming activities related to the comprehensive plan update including: • Update from 01/28/20 City Council workshop on the 2030 Plan Update Implementation Plan • Update on outreach including the public meeting on the 2030 Plan Update draft on 2/12/20 from 4:30-7pm at the Georgetown Public Library D. Discussion and possible action on a Comprehensive Plan Amendment to amend Section 1.12, Georgetown Comprehensive Plan, of the City Code of Ordinances, and adopt the 2030 Plan Update revising the the Future Land Use and Housing elements and adopting the Gateways and Image Corridors and Williams Drive Gateway Plan as elements of the 2030 Comprehensive Plan. – Susan Watkins, AICP, Housing Coordinator At this meeting, staff provided an overview of the draft 2030 Comprehensive Plan Update including a review of the goals and policies for Land Use, Williams Drive Gateway Plan, Gateways & Image Corridors, Housing and the Implementation Plan, with a particular focus on Page 4 of 150 Housing Advisory Board Page 2 Minutes February 14, 2020 the update to the Housing Element. The Board reviewed the full draft plan, asked questions, and made a recommendation to the City Council on the adoption of the 2030 Comprehensive Plan Update. The schedule for adoption of the update is below: 2/18: P&Z Meeting Public Hearing & Recommendation 2/25: City Council – Public Hearing and 1st Reading 3/10: City Council – Public Hearing and 2nd Reading Recommendation of approval for adopting the 2030 Plan Housing Plan with the following remarks and condition: • Thankfulness for the work of the City Planning staff. • The Housing Element provides a critical assessment of housing needs, both current and future. • The recommendations of the Housing Element are data driven, not anecdotal. • While all the policy recommendations are important, HAB emphasizes the importance of the following policies: o Addressing the need to increase and preserve housing that is affordable for low income, workers and seniors that want to live in Georgetown: H1- Preserve existing housing stock that contributes to diversity and affordability. H5 - Support and increase rental choices for low-income and workforce households unless the housing is substandard. H6 - Support rental choices for senior households. H7 - Increase homeownership choices for workforce households. H8 - 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). • Due to the need present in the community the Board recommends the Implementation Plan place a higher priority in the implementation of the above policies and adjust the start date to 0-2 years .” Approved unanimously. E. Update from the Housing Advisory Board Chair. Lou Snead, Chairperson Staff thanked Board member Hachtel for his service to the Board. Adjournment Motion to Adjourn by Weimer. Second by Hachtel. Approved (5-0). The meeting was adjourned at 11 am. Page 5 of 150 Housing Advisory Board Page 3 Minutes February 14, 2020 __________________________________ _______________________________________ Approved, Lou Snead, Chair Attest, Randy Hachtel, Secretary Page 6 of 150 City of Georgetown, Texas Housing Advisory Board June 15, 2020 S UB J E C T: C onsideration and pos s ible ac tion to c onfirm the amended bylaws for the Housing Advisory Board relating to membership eligibility requirements -- S ofia Nels on, C NU-A, P lanning Director IT E M S UMMARY: F IN AN C IAL IMPAC T: . S UB MIT T E D B Y: Mirna G arcia, Management Analys t AT TAC H ME N T S: Description Type RES 021120-X Housing Advisory Board Bylaws Signed Backup Material Page 7 of 150 Page 8 of 150 Page 9 of 150 Page 10 of 150 Page 11 of 150 Page 12 of 150 Page 13 of 150 Page 14 of 150 Page 15 of 150 Page 16 of 150 City of Georgetown, Texas Housing Advisory Board June 15, 2020 S UB J E C T: Nomination and s election of Vice-c hair and S ecretary for the 2020-21 Board. Mirna G arcia, Management Analys t IT E M S UMMARY: T he Board will selec t a Vice-c hair and S ecretary for the 2019/20 year. F IN AN C IAL IMPAC T: None at this time. S UB MIT T E D B Y: S usan Watkins, AI C P, Hous ing C oordinator Page 17 of 150 City of Georgetown, Texas Housing Advisory Board June 15, 2020 S UB J E C T: Dis cus s ion and pos s ible ac tion to approve meeting time, date and place for 2020-21 Board. Mirna G arc ia, Management Analyst IT E M S UMMARY: T he Board will disc uss and pos s ibly approve a new meeting time, date and plac e for the 2020-21 year. F IN AN C IAL IMPAC T: None at this time. S UB MIT T E D B Y: S usan Watkins, AI C P, Hous ing C oordinator Page 18 of 150 City of Georgetown, Texas Housing Advisory Board June 15, 2020 S UB J E C T: P res entation and discuss io n of a req uest for 1) a R es olutio n of no objection and 2) a R es olutio n ac knowled ging that G eo rgetown has more than two times the average per capita amount of Housing Tax C redit units for KC G Develo p ment to ap p ly for Housing Tax C redits for the co ns truction o f 206 units of affo rd able ho us ing for families to b e known as Esp ero Land ing, and 144 affordab le and market rate units fo r s enio rs to b e known as Asp eranza Heights, located at S am Housto n Ave. and Bell G in R d. – S usan Watkins, AI C P, Ho us ing C oo rdinato r IT E M S UMMARY: Background In 2016, C ity C o uncil ado p ted a Ho us ing Tax C red it (HT C ) res o lutio n req uest review proces s, whic h inc lud es bo th the 4% and 9% LI HT C ap plicatio n types . Low-Income Housing Tax Credit Program T he Low-Income Housing Tax C redit (L I HT C ) program, c reated in 1986, is a federal ho us ing d evelop ment program and is the larges t so urc e o f new afford ab le housing in the United S tates . T he LI HT C subs id izes the acq uisition, cons truction, and rehabilitation of affo rd able rental ho using for low- and moderate-inco me tenants. T he Texas Department of Housing and C o mmunity Affairs (T DHC A) allo c ates hous ing tax cred its und er a 4% and 9% p ro gram, each with d ifferent fund ing s o urc es and app lic ation requirements . R ules for the p ro grams are outlined annually in the Q ualified Applic ation P lan (Q AP ). T he s tate ap pro ves the Q AP eac h fall and awards fo r the 9% pro gram are generally allocated the fo llowing July. Award s fo r the 4% program c onsidered on a ro lling bas is . 9% H T C program (com petitive) T he 9% HT C applic ation c yc le is an annual co mp etitive p roces s. A reso lution s tating the C ity’s po s itio n of either “sup p ort or no ob jec tio n” must b e o b tained from the c ity and /or c ounty where the project is lo c ated and sub mitted with the 9% HT C applic ation by March 1s t of the p rogram year. T he C ity of G eorgetown R equest fo r R eso lution ap plicatio n includes dates that mus t be up dated eac h year in resp o nse to the S tate’s timeline fo r the co mp etitive 9% HT C app lic ation cyc le. 4% H T C program (non-competiti ve) T he 4% HT C is a non-co mpetitive p rogram that uses tax-exempt b o nds as a c ompo nent of pro jec t financing. App lic ations for the 4% HT C program require a “R es olution of No O b jec tion” fro m the city and/o r co unty where the p ro ject is loc ated. Applic ations for the 4% HT C program c an be submitted to T DHC A thro ughout the year. Tw i ce the S tate Average Per C apita In order to s ubmit an applic ation for Ho using Tax C red its, the develo per is als o req uired b y the S tate to ob tain a res olutio n from G eorgeto wn acknowledging that the city has more than two times the state average per c ap ita amo unt o f Ho us ing Tax C red it units . In Texas , there is an average of 0.0097 tax c redit units fo r each s tate resident. In G eorgetown, we have 0.027 units per p erson, 2.82 times the average amount of s tatewide units of tax cred it. T he table below c ompares the surrounding c o unties and c ities. No c o unty in Texas has more than twice the s tate per cap ita number of units . Eac h year the S tate releas es a S ite Demographic C harac teris tic s R ep ort that lists eac h p lac e (c ity), their pop ulatio n and number o f hous ing tax c red it units , and whether the place has 2x P er C apita. T he numb ers rep res ented belo w are from the S tate of Texas 2020 Q ualified App lic ation P roc es s and are the numb ers used b y the S tate and C ity to evaluate the ratio o f po pulation to number o f housing units . T he S ite Demographic C harac teris tic s R ep ort 2020 us es the Americ an C o mmunity S urvey 2013- 2017 5-year p o pulation es timates . T he number of units are from T DHC A’s invento ry o f tax c red it develo pments (as o f No vember 7, 2019 T DHC A Bo ard meeting). Page 19 of 150 develo pments (as o f No vember 7, 2019 T DHC A Bo ard meeting). 2017 2020 P lace Name Place population All P lace Units All Unit P er Cap P l All Units P lace/T X P er Cap Place > 2x Per Capita Place population All P lace Units All Unit Per Cap Pl All Units P lace/T X P er Cap Place > 2x Per Capita Hutto 18,839 50 0.00265 0.28466 No 22,644 50 0.00221 0.22717 No R o und R o c k 106,972 736 0.00688 0.73794 No 116,369 1277 0.01097 1.12896 No Kyle 30,664 376 0.01226 1.31514 No 36,929 700 0.01896 1.95009 No Leander 30,040 370 0.01232 1.32104 No 40,338 538 0.01334 1.37212 No C edar P ark 58,088 868 0.01494 1.60268 No 70,010 868 0.01240 1.27551 No Aus tin 864,218 16,237 0.01879 2.01510 Yes 916,906 20,604 0.02247 2.31181 Yes P flugerville 52,138 1022 0.01960 2.10238 Yes 58,013 1022 0.01762 1.81239 No G eo rgeto wn 53,007 1539 0.02903 3.11401 Yes 63,062 1731 0.02745 2.82393 Yes S alado 1,681 50 0.02974 3.19019 Yes 2,469 50 0.02025 2.08341 Yes Lib erty Hill 1,416 211 0.14901 15.9820 Yes 1,012 211 0.20849 21.4499 Yes 2017 2020 County name County population All County Units All Units Per Capita Cnty Cnty Units Per Cap/ T X Units Per Cap Cnty > 2x Per Capita County population All County Units All Units P er Capita Cnty Cnty Units Per Cap/ T X Units Per Cap Cnty > 2x P er Capita Bell 321,591 1786 0.00555 0.59565 No 336,506 2,037 0.00605 0.62276 N o Milam 24,388 180 0.00738 0.79161 No 24,479 180 0.00735 0.75649 N o Williams on 457,218 4449 0.00973 1.04365 No 508,313 5,350 0.01052 1.08279 N o Burnet 43,911 488 0.01111 1.19196 No 45,017 488 0.01084 1.11523 N o Travis 1,092,810 16929 0.01549 1.66150 No 1,176,584 21,468 0.01824 1.87712 N o City of Georgetown Resolution Request P rocess As p art of the 2016 Work P lan, the Housing Ad vis o ry Board up d ated the C ity o f G eo rgeto wn Ho using Tax C redit (HT C ) reso lution proces s. O n S ep tember 27, 2016, C ity C ounc il ap proved a HT C pro c ess that requires applicants req uesting a res olutio n to conduct p ub lic outreac h to the s urrounding neighb o rhoo ds, meet sp ec ific deadlines and provide a letter o f intent with detailed info rmatio n abo ut the p roject. T he app lic ation is attac hed as E xhibit 1 - KCG Application for HT C Resolutions . Resolution Request Ina S p okas and C J Linter of KC G Develo pment, a Multi-family (MF ) d evelop er, are seeking 4% HT C s for the c onstruc tio n of 206 units o f affordab le housing fo r families to be kno wn as Es p ero Land ing, and 123 affordable and 21 market rate units for s enio rs to b e known as As p eranza Heights for a p ortio n o f the S ad dlec reek develo pment lo cated at the northwes t corner of S am Ho us ton and Bell G in R o ad. T he p ro p erty is zo ned P lanned Unit Development with an allo wed multi-family use. KC G Development is propo sing a tax exemp tio n thro ugh p artners hip with a Housing F inanc e C orporation, meaning the parcel will not generate real es tate taxes fo r the C ity. T he develo per s ub mitted an app lic atio n req uesting a R eso lution of “No O bjec tion” and the Two Times Ac kno wled gement to the Ho us ing C o o rd inator on May 4, 2020. T he d eveloper wishes the p ro ject to b e c onsidered at the June 15, 2020 Ho us ing Advis ory Bo ard meeting and at the July 14, 2020 city counc il Page 20 of 150 c onsidered at the June 15, 2020 Ho us ing Advis ory Bo ard meeting and at the July 14, 2020 city counc il meeting. T he applic ation s ub mis sion was co mp lete as o utlined in the tab le belo w. Application Requirements Received Applic ation F orm X Zoning verificatio n X P ublic O utreac h P lan X Draft R eso lutions (Two -times and S uppo rt) X Letter of Intent with Detailed Information X T he ap p ro ved P ub lic O utreac h P lan (attached as E xhibit 2) includes : • Two public meetings • Virtual meetings at the belo w times : • Meeting #1 June 12th at 5P M C S T • Meeting #2 July 10th at 5P M C S T • Letters • KC G will c ontac t residents in the ½ rad ius o f the site via mail • S ignage • S ign p os ted at s ite with meeting times and ap plicant c o ntact info rmatio n • Ads • KC G will engage the S add lec reek HO A to have bo th meeting notic es diss eminated to residents via an Email Blas t and via publication on the HO A Web s ite 2030 P lan T he 2030 P lan Up date ad opted o n Marc h 10, 2020, includes p o lic ies and implementation s trategies in the Hous ing Element to s up port the go al to “Ens ure ac c es s to d ivers e hous ing op tio ns and preserve existing neighb orho ods , fo r res id ents of all ages , bac kgrounds and inc o me levels .” P o licy H.5 of the Ho us ing Element is: H.5. S up port and increas e rental c ho ices for lo w-income and workfo rc e ho us eholds , unless the hous ing is subs tandard . Inc rease rental c hoic es for wo rkforce househo ld s through supp o rt o f L IHT C d evelopment and provid ing inc entives in d evelopment regulatio ns , agreements and negotiated s tandards . T he ap p licant’s req uest is c onsistent with the housing polic ies by inc reas ing rental choic es fo r low inco me and wo rkforce househo ld s. Add itionally, the hous ing diversity sec tio n of the Hous ing Element rec ommends promoting ad d itio nal ho us ing types to ac c ommod ate a range o f ages, inc omes , and lifes tyles to ad d ress the challenge o f limited available housing c ho ices in G eorgetown. T he 2030 P lan Imp lementatio n c hapter o utlines three implementation s trategies for achieving the goals of the plan: regulatory framework, dec is io n framework and p lans, p ro grams and p artners hip s. T he chap ter lis ts ac tio ns fo r each po lic y. A decision framework ac tion fo r P o licy H.5. is: H.5.b . S upp o rt the Lo w-Inco me Hous ing Tax C redit (L I HT C ) developments that meet the C ity’s d efined proc es s. R eco mmending the ap p licant’s req ues t fo r res o lutio ns if found to meet the C ity’s define p roces s s uppo rts the 2030 P lan’s imp lementatio n s trategy and action s tep fo r the ho us ing p olicy that ad d ress es rental c ho ices for low-inco me and wo rkfo rce househo ld s . Page 21 of 150 low-inco me and wo rkfo rce househo ld s . Fi ndings S taff finds the applic ation to b e comp lete and further the go als o f the 2030 C o mp rehensive P lan. F IN AN C IAL IMPAC T: None. S UB MIT T E D B Y: S usan Watkins, AI C P, Ho us ing C o ord inator AT TAC H ME N T S: Description Type Pres entation Pres entation Exhibit 1 - KCG Application for HTC Resolutions Exhibit Exhibit 2 - Approved Public Outreach Plan Exhibit Page 22 of 150 Housing Tax Credit Resolution Request Housing Advisory Board 06.15.20 Page 23 of 150 Agenda •Housing Tax Credit Program overview •HTC Resolution Request process •2030 Plan Goals, Policies and Implementation Strategies •Espero Landing and Asperanza Heights Resolution Request Page 24 of 150 Housing Tax Credit Program overview Page 25 of 150 Low Income Housing Tax Credit Programs •Administered by the Texas Department of Community Affairs (TDHCA) •2020 Qualified Allocation Plan –program rules •4% and 9% Housing Tax Credit applications Page 26 of 150 Low Income Housing Tax Credit Programs •4% Housing Tax Credits •Non-competitive •Must use tax-exempt bonds •Developer can apply all year •Covers approximately 30% of development cost •Generally serves 60% AMI population –can serve 30-80% AMI •9% Housing Tax Credits •Competitive •limited allocation •March 1 app, July award •Can cover roughly 70% of development cost •Serves 30%-80% AMI population Page 27 of 150 Page 28 of 150 Live Oak Kaia Pointe Merritt Heritage Page 29 of 150 Resolution request •4% Housing Tax Credits •Resolution of No Objection •Twice the State Average Per Capita if applicable •9% Housing Tax Credits •Resolution of Support or No Objection •Twice the State Average Per Capita if applicable Page 30 of 150 Twice the State Average Per Capita Acknowledgement 2020 Qualified Allocation Plan •§11.3 Housing De-Concentration Factors •(c) Twice the State Average Per Capita (Competitive and Tax-Exempt Bond Only). As provided for in Tex. Gov't Code §2306.6703(a)(4), if a proposed Development is located in a municipality, or if located completely outside a municipality, a county, that has more than twice the state average of units per capita supported by Housing Tax Credits or private activity bonds at the time the Application Acceptance Period Begins (or for Tax-Exempt Bond Developments, Applications submitted after the Application Acceptance Period Begins), then the Applicant must obtain prior approval of the Development from the Governing Body of the appropriate municipality or county containing the Development. Such approval must include a resolution adopted by the Governing Body of the municipality or county, as applicable, setting forth a written statement of support, specifically citing Tex. Gov't Code §2306.6703(a)(4) in the text of the actual adopted resolution, and authorizing an allocation of Housing Tax Credits for the Development. An acceptable, but not required, form of resolution may be obtained in the Uniform Multifamily Application Templates. Required documentation must be submitted by the Full Application Delivery Date as identified in §11.2(a) of this chapter (relating to Competitive HTC Deadlines Program Calendar) or Resolutions Delivery Date in §11.2(b) of this chapter (relating to Tax-Exempt Bond and Multifamily Loan Development Dates and Deadlines), as applicable. Page 31 of 150 HTC Units Per Capita = Twice State per capita = .0097 *2 = .0194 City of Georgetown = = .027 Twice State Per Capita Calculation 266,524 27,419,612 Sum of LIHTC Units TX Population Est. 1,731 63,062 = .0097 = Page 32 of 150 HTC Resolution Request process Page 33 of 150 HTC Resolution Request Application •Application Form •Zoning verification or rezoning application number •Public Outreach Plan •Draft Resolutions (Two-times and Support) •Letter of Intent with Detailed Information Page 34 of 150 Public Outreach Required •The applicant must hold two public meetings, one at least three weeks before the City Council consideration. •Outreach will consist of letters, signage and ads to residential neighborhoods within ½ mile of the site. An outreach plan must be approved by the Housing Coordinator. Page 35 of 150 HTC Resolution Request Process Overview Resolution of Support or No Objection for inclusion in application City Council review and approval Neighborhood meetings (2 with one three weeks prior to Council action) HAB Review and recommendation Application Submitted (6 weeks prior to HAB meeting) Page 36 of 150 Resolution Request Two resolutions needed per development: 1)a Resolution of no objection 2)a Resolution acknowledging that Georgetown has more than two times the average per capita amount of Housing Tax Credit Page 37 of 150 2030 Plan Goals, Policies & Implementation Strategies Page 38 of 150 2030 Plan –Housing goal and policies Affordability DiversityPreservation Support existing neighborhoods Increase consumer choiceEnsure access to diverse housing options and preserve existing neighborhoods, for residents of all ages, backgrounds and income levels. 2030 Goal Policy Themes Page 39 of 150 2030 Plan Housing Policies & Implementation Strategies 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. Page 40 of 150 2030 Plan Housing Implementation Strategies Goals, Policies, and Action Items Term Cost City Staff Lead Goal 6: Ensure access to diverse housing options and preserve existing neighborhoods for residents of all ages, backgrounds and income levels. Policy H.5 Support and increase rental choices for low-income and workforce households unless the housing is substandard. H.5.b. Support the Low-Income Housing Tax Credit (LIHTC) developments that meet the City’s defined process. OG $Planning Page 41 of 150 KCG Development HTC Resolution Request Page 42 of 150 HTC Resolution Request Process Overview Resolution of Support or No Objection for inclusion in application City Council review and approval –July 14, 2020 Neighborhood meetings (2 with one three weeks prior to Council action) HAB Review and recommendation –June 15, 2020 Application Submitted (6 weeks prior to HAB meeting) -May 4, 2020 Page 43 of 150 HTC Resolution Request Application Application Requirements Received Next Step Application Form X Zoning verification X Public Outreach Plan X Draft Resolutions (Two- times and Support) X In COG Legal review Letter of Intent with Detailed Information X Please provide updated information on communication with and any feedback received from GISD. Page 44 of 150 Project Summary •206 units of affordable housing for families to be known as Espero Landing •144 affordable and market rate units for seniors to be known as Asperanza Heights •Tax exemption through nonprofit partnership with Capital Area Housing Finance Corporation (CAHFC) Page 45 of 150 Public Outreach •Two public meetings •Virtual meetings at the below times: Meeting #1 June 12th at 5PM CST •Meeting #2 July 10th at 5PM CST •Letters KCG will contact residents in the ½ radius of the site via mail •Signage Sign posted at site with meeting times and applicant contact information •Ads •KCG will engage the Saddlecreek HOA to have both meeting notices disseminated to residents via an Email Blast and via publication on the HOA Website Page 46 of 150 Feedback Requested (HAB) •Recommendation for Resolution of No Objection •Recommendation for Twice the State Average Per Capita Acknowledgement Page 47 of 150 Susan Watkins, AICP Housing Coordinator Planning Department City of Georgetown 406 W. 8th Street Georgetown, TX 78626 LETTER OF INTENT: DEVELOPMENT OF ESPERO LANDING AND ASPERAN ZA HEIGHTS IN GEORGETOWN, TEXAS – REQUEST FOR HOUSING ADVISORY B OARD REVIEW & CITY COUNCIL RESOLUTIONS Dear Ms. Watkins: KCG Development, LLC (“KCG”) is proud to bring to the Housing Advisory Board a multi-phase development proposal for the Georgetown Community - Espero Landing, 206 units of affordable housing for families, and Asperanza Heights, 144 affordable and market rate units for seniors. The two communities are to be developed simultan eously on 16 acres that is part of the larger Saddlecreek PUD and will be the first multifamily portion of this rapidly growing neighborhood. This opportunity aligns with the recently updated Georgetown Comprehensive Plan, provides a unique opportunity for trans-generational living and closes the gap between the supply and demand for affordable housing in the community – which is more pressing now than ever in light of the long term economic impact COVID-19 has and will continue to have in the future. Both of the proposed communities are well-aligned with the City’s Comprehensive Plan goals – which clearly identifies a need for more diverse, accessible and affordable housing . Asperanza Heights will provide mixed income senior housing, with affordable and market rate options, to close the gap between supply and demand that exists in the community. Espero Landing will increase accessibility and affordability of housing by providing housing to a wide range of income bands utilizing Income Averaging. This will provide affordable options for Georgetown community members who earn between 30 to 80% of Area Median Income (“AMI”). Those between 60-80% of AMI ar e often without housing that meets their budget as they exceed the standard limit of 60% of AMI that most affordable communities are limited to – leaving a gap in the supply of true “workforce housing”. Given that the Comprehensive Plan found that 51% of Georgetown renters pay over 30% of their income towards housing and 21% pay over 50% of income for housing – it’s clear that housing opportunities at a variety of income levels are needed for sustainable growth of the local community. The opportunity for trans-generational multifamily development, pairing a family and senior housing on the same site, will yield tremendous community benefits. Families in Espero Landing and residents of the single family community of Saddlecreek can live side by side with their older relatives – preserving the independence of Asperanza Heights’ senior residents while keeping families connected and engaged with one another. Synergies with resident supportive services KCG Development 9333 North Meridian Street, Suite 230 | Indianapolis, Indiana | 46260 | (317) 708-0 943 www.kcgcompanies.com Page 48 of 150 Page | 2 and enhanced community engagement will also occur, preventing senior residents from becoming disconnected from the larger community and allowing them to “age-in-place”. T he clear need for more diverse housing and the benefits it will yield for the G eorgetown community are both exponentially increased in light of the present and long term economic impacts of the COVID -19 pandemic. T h is pandemic has made the extent to which communities rely on “essential workers” – who by and large would qualify for affordable housing – inarguably clear, r eigniting the discussion around how community growth and economic policy should adapt to meet the needs of these vital individuals . From grocery clerks to delivery drivers, EMTs and even Georgetown Publi c Service Employees – these essential m embers of the community bring critical value that has been long overlooked. Espero Landing and Asperanza H eights will ensure that those who we rely on every day, and these days more than ever, have housing opportunities that do not leave them cost burdened and unable to live within their means. Equal housing opportunities for all is the definition of a “hand up, not a handout”, providing direct and immediate benefits not only to residents but to the Georgetown community as a whole. Please accept this letter on behalf of KCG as a formal request for review by the Housing Advisory Board and to be reviewed for approval and issuance of a Resolution of No Objection by Georgetown City Council at the next meeting agenda for the development of Espero Landing and Asperanza H eights. KCG is currently under contract to purchase 16.2 acres located at 200 Carlson Cove – part of the larger Saddlecreek PUD . It will be financed via non ‐competitive (4%) housing tax credits (“HTC ’s”) administ ered by the Texas Department of Housing and Community Affairs (“TDHCA”) and tax ‐exempt bonds issued by Capital Area Housing Finance Corporation (“CAHFC”), along with conventional debt . A resolution of No Objection is being requested in accordance with Texas Government Code, §2306.67071, which calls for applications for developments financed through the private activit y bond program to provide such resolutions . Each development will require a separate resolution. Our request for the city resolution will also need to include Authoriz ation for the Allocation of Housing Tax Credits in municipalities with more than twice the state average of units per capita . This is being requested in accordance with Texas Government Code, §2306.6703(a)(4 ). Sample resolution s for both are attached. S incerely, ___________________________ 5/4/2020 I na Spokas Vice President of D evelopment Page 49 of 150 Page | 3 Site Plan & Common Amenities : Attached to this request is a preliminary site plan encompassing both Espero Landing and Asperanza Heights and r enderings for each. U ntil public outreach can be completed, KCG has limited the illustr ation of design finishes in the site plan due to a desire to incorporate feedback from community leaders and citizens of the surrounding area. Final determinations regarding common amenities have not been made, however the below are what is anticipated at each property at this time . I f any changes are made, the final selections will meet or exceed the requirements of both TDHCA and G eorgetown ’s UDC requirements. Espero Landing Common Amenities:  Leasing & Service Office  Secured Entry  Furnished Private Fitness Center  Children’s Playscape  Ping Pong Table, Shuffleboard or Pool Table  Swimming Pool  Full Perimeter Fencing  Enclosed Community Sun Porch  Dog Park  Lighted Pathways Along Accessible Routes  Gazebo with Sitting Area  BBQ Grills & P icnic Tables  Business Center with Workstations, Printer and Internet Access  Furnished Community Room  Library  Community Kitchen/Dining Room  High Speed Wifi in Clubhouse Asperanza Heights Common Amenities:  Leasing & Service Office  Secured Entry  Furnished Private Fitness Center  Swimming Pool  Full Perimeter Fencing  Enclosed Community Sun Porch  Dog Park  Lighted Pathways Along Accessible Routes  Gazebo with Sitting Area  Activity Room with Supplies – Arts & Crafts, Board Games, etc  BBQ Grills & Picnic Tables  Furnished Community Room  Community Kitchen/Dining Room  High Speed Wifi in Clubhouse Unit Amenities and Green Features: The final array of unit amenities and energy‐saving features at the development are also being finalized, but the current proposal for both Espero Landing and Asperanza Heights includes those typically available at KCG properties. These include: covered entries, storage rooms, covered patios or balconies, nine‐foot Page 50 of 150 Page | 4 ceilings, washer/dryer connections, full appliance packages with self‐cleaning ovens, Energy –Star dishwashers and refrigerators, and sink disposals. In addition, units will feature Energy-Star lighting and ceiling fans, Energy Star rated low-e thermal windows, high efficiency/water conserving plumbing fixtures for toilet, showerheads, and faucets, and at least 14 SEER HVAC systems. Performance standards are the Texas Health and Safety Code, Chapter 372 and the EPA’s WaterSense Label. Additional green building features proposed are native trees and plants that reduce irrigation requirements and a sprinkler system with rain sensors. A water well is planned for the irrigation system to reduce the overall consumption of non-potable water. Accessibility: The development will provide all necessary accessibility features via compliance with all applicable federal, state, and local requirements regarding accessibility, including but not limited to fair housing laws, including Chapter 301, Property Code, Title VIII of the Civil Rights Act of 1968 (42 U.S.C. §§3601 et seq.), the Fair Housing Amendments Act of 1988 (42 U.S.C. §§3601 et seq.); the Civil Rights Act of 1964 (42 U.S.C. §§2000a et seq.); the Americans with Disabilities Act of 1990 (42 U.S.C. §§12101 et seq.); the Rehabilitation Act of 1973 (29 U.S.C. §§701 et seq.); Fair Housing Accessibility; and the Texas Fair Housing Act. The development will be designed to be consistent with the Fair Housing Act Design Manual produced by HUD, and the Texas Accessibility Standards. The development will also meet 2010 ADA standards with the exceptions listed in “Nondiscrimination on the Basis of Disability in Federally Assisted Programs and Activities” Federal Register 79 FR 29671. In general this requires that 5% of the units (11 will meet Uniform Accessibility Standards (“UFAS”) and 2% of the units will be accessible to the hearing and visually impaired – this translates to the below for each community:  Espero Landing (Family) - 11 (5%) Units designed to Uniform Accessibility Standards - 5 (2%) Units designed to Hearing/Visual Standards  Asperanza Heights (Senior) - 8 (5%) Units designed to Uniform Accessibility Standards - 3 (2%) Units designed to Hearing/Visual Standards Unit M ix, Rent Limits & Affordability Period : Below outlines the Unit M ix & Projected Rent Levels for each community. The TDHCA Maximum Rent and Income Limits for e ach community are attached to this submittal . Please note that the TDHCA Rent Limits attached do not account for Utility Allowances, which further reduces the “maximum rent” that can be charged to provide for the cost of utilities to the tenants . Espero Landing (Family) Unit Mix & Projected Rent Levels Bedrooms Bathrooms Area (sf) % of Total Total 1 1 800 35% 71 2 2 1000 50% 103 3 2 1200 15% 32 Total 100% 206 Page 51 of 150 Page | 5 Projected Bedrooms Unit Type Set-aside Units Rent 1 LIHTC 30% 12 501 1 LIHTC 50% 22 867 1 LIHTC 60% 26 979 1 LIHTC 80% 11 1,372 2 LIHTC 30% 6 594 2 LIHTC 50% 16 1,033 2 LIHTC 60% 58 1,168 2 LIHTC 80% 23 1,639 3 LIHTC 30% 6 680 3 LIHTC 50% 12 1,188 3 LIHTC 60% 2 1,320 3 LIHTC 80% 12 1,887  KCG is targeting a wide range of income bands in an effort to provide for underserved families and individuals in the Georgetown community as the vast majority of the City’s affordable housing inventory is set to 60% of Area Median Income. This will be extremely beneficial for citizens earning between 60% and 80% of Area Median Income as often are force d to pay market rate rents due to extremely limited affordable options for those over the 60% level. The same goes for renters making 30% or less of Area Median Income, who often end up paying 60% rent levels despite earning significantly less. Asperanza Heights (Senior) Unit Mix & Projected Rent Levels Bedrooms Bathrooms Area (sf) % of Total Total 1 1 800 35% 50 2 2 1000 65% 94 Total 100% 144 Bedrooms Unit Type Set-aside Units Projected Rent 1 LIHTC 60% 40 979 1 Market N/A 10 1,250 2 LIHTC 60% 83 1,168 2 Market N/A 11 1,600 Page 52 of 150 Page | 6 Impact on Georgetown ISD Schools – Espero Landing Only: According to the Naperville model, a matrix that is widely used to predict the number of school age children that will live in a multifamily development, the family tenancy of Espero Landing will result in approximately 42 school‐age children living in the apartment community. The analysis supporting this calculation is attached. KCG has reached out to Georgetown ISD to make them aware of the development plans so that they can plan accordingly and accommodate any additional students for the district as a result of this new development. The site has proximity to both Jim Mitchell Elementary and George Wagner Middle School. KCG has reached out to GISD to begin conversations of Espero Landing’s potential impact on the school system. Zoning: The site is part of the Saddlecreek PUD. This particular tract has the allowed use of MF -2 (multifamily) up to 350 units for the 16.2 acre parcel (21.6 units/acre). The PUD Ordinance (#2015- 58) is attached, as well as the application for a zoning verification letter and its supporting documents. Financing: Total costs as currently projected are at nearly $70MM for both communities – roughly $41.5MM for Espero Landing and $28.3MM for Asperanza Heights. Capitol Area Housing Finance Corporation (“CAHFC”) will act as the issuer of tax‐exempt bonds in the amount of approximately $50MM – with both developments financed via the same bond issuance. The bonds are anticipated to be privately placed and remain outstanding for 40 years. Construction and permanent financing will be provided through a Freddie TEL Tax Exempt Bond structure. In addition, between the two communities approximately $16MM in equity ($10MM for Espero Landing and $6MM for Asperanza Heights) will be provided via syndication of the housing tax credits. Remaining costs will be covered by rental income and deferment of developer fees. The property is currently vacant land so no known capital improvements are required at this time and it is not under contract with any other funding programs. Affordability Period: Per TDCHA regulation both properties will remain affordable for a minimum of 30 years . Tax Exemption: Through partnership with a Housing Finance Corporation, a tax exemption is proposed and required for financial viability of the developments. As noted in the City’s Comprehensive Plan, “Building low income housing in a community like Georgetown can be difficult, especially because central, well-connected housing tends to represent high value land.” This is the situation KCG faces with the site, where cost to acquire the land makes the development financially infeasible without a tax abatement. This means the parcel will not generate real estate taxes for the City, however it also means KCG is not requesting any fee waivers or for any sort of financial assistance from the City. It also ensures that residents, most of whom will relocate from within the City where they are paying rental rates that leave them cash strapped and living “month to month”, will now have excess disposable income to put back into their community. Other Financial Impact on City of Georgetown: KCG expects the majority of residents to relocate from within the City, many of whom currently are paying market rate levels for housing. By relocating to homes within their budget, the City will benefit from residents with excess free cash – translating to added sales tax income and decreased burden on City provided social programs and services as affordable housing provides a “hand up, not a handout” to residents. Page 53 of 150 Page | 7 Utility Consumption: KCG has engaged a Civil Engineer to assist in the site planning and design process, in coordination with our in-house architecture design team. An assessment based on the projected unit mix indicates that the two communities will require approximately 174 LUEs for water and wastewater. Due to location, the site will be served by Jonah Water and City of Georgetown Wastewater. Off-Site Capital Improvements: The only known improvements required at this time will be to extend Water and Wastewater lines to the site. Additional Letter Requests from City of Georgetown for TDHCA: Only a Utility Availability Letter will be required from the City Utility Systems regarding the site location being within the service area for wastewater. TDHCA Scoring Criteria: This development will be financed with non‐competitive (4%) housing tax credits, and therefore the application is not “scored” in the same manner as the competitive (9%) applications. However, the application does need to meet several threshold criteria in order to be eligible for funding. Those criteria relate to the suitability of the site and the surrounding neighborhood, the amenities and services provided at the community, the experience of the developer/owner, and the financial feasibility of the project. KCG is confident that both communities will meet all the necessary requirements to receive an award of 4% credits. Letters of Support: Attached are Letters of Support (“LOS”) from selected past KCG developments across Texas as well as letters for Espero Landing and Asperanza Heights, as outlined below:  Espero Landing & Asperanza Heights – Georgetown - LOS from t he Georgetown Boys & Girls Club  Vista Bell a – Lago Vista - LOS from State Representative Paul D. Workman  The Station at 9150 – Houston - LOS from City Councilman Robert Gallegos  Hapori Heights – Houston - LOS from City Councilman Robert Gallegos Public Outreach Plan: As mentioned previously, the land is within the Saddlecreek PUD, which has an HOA in place for the single family developments that comprise the land adjacent to the proposed multifamily developments. KCG has already begun preliminary discussions with the Saddlecreek HOA but will wait for approval of the Public Outreach Plan to begin formal discussions, particularly in light of the current COVID-19 situation. Discussions with City Planning have indicated that virtual Public Outreach is the most prudent method – an approach KCG has experienced great success with on other developments both prior to and during COVID-19. An outline of the KCG protocol for virtual public meetings is attached for the review and approval of the Housing Advisory Board. As the COVID-19 situation develops and once the plan is approved, the meeting dates will be set in coordination with the Saddlecreek HOA and City staff and will be advertised as appropriate - directly to the HOA, local newspaper, and/or postings at local libraries, schools, or other public venues. Overview of KCG Development & Similar Projects: KCG Development was formed in 2015 with a single purpose: to build vibrant communities that offer all residents an enhanced quality of life and a proud place to call home. Founded on the guiding principle that positive social impact and profitable development are not mutually exclusive, we strive to advance and redefine standards for superior-quality sustainable communities. Page 54 of 150 Page | 8 Our unique approach combines a clearly defined vision with an unwavering commitment to deliver on our promises. Through the development and operation of each community, we focus on maximizing the environmental, social, and financial returns for our residents and partners. Our team is comprised of motivated, seasoned real estate professionals with expertise in economic development, multifamily design, construction, and finance. Collectively throughout our careers, we have developed, financed and built more than $2 billion of multifamily rental housing. We rely on our combined expertise and experience to create unique delivery solutions for each project. Rather than take a “one-size-fits-all” approach to development, we engage and collaborate with community stakeholders to build sustainable, active communities. The KCG team has successfully planned, developed, rehabilitated, built and / or managed many different types of communities including mixed-use, mixed-income, transit-oriented, green building, historic rehabilitations, military housing, senior, and both market-rate and work-force housing. KCG’s strong track record is a testament to our integrity, responsiveness, transparency and collaboration. To date, KCG has developed nearly 1200 units nationwide with several hundred more units on track to close in the near future. Following is an overview of the 4 Texas affordable housing communities in KCG’s portfolio as well as those set to close in the near future:  Vista Bella – Lago Vista - 72 Unit Family Community - Status: Stabilized  Hills at Leander – Leander - 228 Unit Senior Community - Status: Under Lease Up  Legacy Ranch @ Dessau East – Fort Dessau - 232 Unit Senior Community - Status: Under Construction  Bellfort Park Apartments – Houston - 64 Unit Family Community - Status: Occupied & Under In -Place Renovation The below developments encompass the balance of KCG’s Texas existing pipeline :  Blue Water Gardens - 4% Acquisition/Renovation of 132 existing Section 8 units - Targeted for August 2020 closing  The Station at 9150 - 4% New Construction of 180 units - Targeted for Q1 2021 closing  Hapori Heights - 4% New Construct ion of 130 units - Targeted for Q1 2021 closing KCG also has several properties nationwide – for a full overview of the company’s portfolio visit kcgcompanies.com/portfolio . KCG’s development entity, KCG Development, LLC, has never had a name change. However since inception in 2015, KCG has reorganized and grown into a vertically integrated development, design and construction firm operating under the KCG Companies, LLC umbrel la. KCG Companies is comprised of KCG Development, LLC , KCG Design, LLC and KCG Construction, LLC . Overview of Capstone Property Management: Capstone Real Estate Services, Inc. (“Capstone”) is a full -service, third -party management firm presently managing approximately 40,000 multi -family units. Founded in 1969, Capstone maintains 14 offices across 6 states and employs approximately 850 people in the field of Page 55 of 150 Page | 9 property management. With a portfolio spanning more than 75 cities, Capstone ranks as one of the 15 largest third -party management firms in the nation. Capstone has significant experience with affordable housing units similar to the commu nities KCG is proposing at Espero Landing and Asperanza Heights . Currently, Capstone manages affordable communities totaling over 23,000 units. This includes the LIHTC Program, the RTC/AHDP Affordable Housing Program, Tax Exempt Bond, HOME, Section 8, Hous ing Trust Fund (HTF), Walker Program, Section 202 Elderly, Military Rent -Restricted, Public Housing, and more. To better serve its clients, Capstone has a Compliance Department to effectively monitor properties it manages with governmental reporting requir ements. Capstone is currently ranked by NAHMA as the nation’s 9th largest affordable housing management company, as well as the 7th largest LIHTC manager in the country. Capstone’s apartment new construction management experience is extensive. The firm’s new development background includes project design consulting, pre -construction planning, décor consulting, promotion and full lease up for 175+ properties totaling over 33,000 units in 60+ cities and 6 states since 1994. Our objective is to reach full occ upancy and maximize the bottom line in the shortest time possible in accordance with the owner’s investment parameters. About 75% of lease -ups have been completed in 9 months or less, with 51% completed in under 6 months. Capstone has operated under the C apstone Real Estate Services, Inc. name since inception in 1969. Page 56 of 150 Page 1 of 4 HOUSING TAX CREDIT RESOLUTION OF SUPPORT REQUEST Deadlines: 9% Competitive Tuesday, December 31, 2019 4% Non-Competitive Six weeks before the Housing Advisory Board Meeting The Housing Advisory Board regularly meets the third Monday of the month at 3:30 p.m. at the Historic Light & Waterworks Building (406 W. 8th Street). Please see the HTC Schedule for other requirements. Zoning: 9% Competitive If the zoning district for the property does not allow for multifamily/apartment development, you must initiate the rezoning process with the Planning Department by December 1, 2019. 4% Non-Competitive The property must have zoning entitlements for multifamily/apartments before the HTC can be considered by City Council. Public Outreach: Existing Rehabilitation -- No outreach is required. 9% and 4% New Construction The applicant must hold two public meetings, one at least three weeks before the City Council consideration. Outreach will consist of letters, signage and ads to residential neighborhoods within ½ mile of the site. An outreach plan must be approved by the Housing Coordinator. Application: The following items are required for submittal. If requested information is missing, the application may not be accepted. Application Form Zoning verification or rezoning application number Public Outreach Plan Draft Resolutions (Two-times and Support) Letter of Intent with Detailed Information The Housing Coordinator is available to advise you on any requirements. Please call 512-930-8477 or email housing@georgetown.org for an appointment to discuss your application. Page 57 of 150 Page 2 of 4 HOUSING TAX CREDIT APPLICATION PROJECT NAME: PROJECT INFORMATION Property Address: Zoning District: Acreage: Total Number of Units: Affordability: 30% 50% 60% Market Do you have site control or owner’s consent to apply for Housing Tax Credits? Yes No APPLICANT INFORMATION Company Name: Contact Name: Address: City: Work Phone: Cell Phone: Email: PROPERTY INFORMATION Owner Name(s): Address: City: State: Zip: Work Phone: Cell Phone: Email: Applicant’s Signature: Printed Name: Date: By signing this form, the applicant authorizes the City of Georgetown to begin proceeding in accordance with the process for this request. The applicant further acknowledges that submission of an application does not in any way obligate the City to approve the application and that although City staff may make certain recommendations regarding this application, the decision making authority may not follow that recommendation and may make a final decision that does not conform to the staff’s recommendation. Espero Landing & Asperanza Heights 200 Carlson Cove C-1 16.2 Espero Landing - 206 Asperanza Heights - 144 See LOI for Unit Mix X KCG Development, LLC Ina Spokas 9333 North Meridian Street Suite 230 Indianapolis State Indiana Z ip: 46260 512-689-8812 ina.spokas@kcgcompanies.com Woodhull Ventures 2015, LLC David Nairne 9111 Jollyville Road Suite 212 Austin TX 78759 512-226-8718 817-675-5084 Michael.Gonzalez@berkadia.com - note this is Broker for Owner, please contact for questions Ina Spokas 5/4/2020 463-204-8812 Page 58 of 150 Page 3 of 4 HOUSING TAX CREDIT ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ ⧠ DETAILED INFORMATION SITE INFORMATION Breakdown of unit types and rental rates by income level If in an existing program (not HTC) will rent levels change from existing? Architectural renderings of buildings. Proposed site layout. Number of accessible units. What ADA features are included? If the development includes market rate units, do these units differ from the income restricted units in any way? List the amenities included in individual units as well as those for the entire site. Describe energy efficiency components that will be included. DEVELOPMENT AND MANAGEMENT COMPANY INFORMATION Will the management be in-house or a separate entity? Have there been any changes in company names or re-organizations? Provide history of similar projects developed and managed. How many tax credit projects have you developed in Texas? Provide two letters of support from existing developments similar to the proposal. FINANCIAL INFORMATION Will the site have any property tax exemptions after development? What is the affordability period requirement for this project? Provide an analysis of the economic impact to the City (property tax increase, utility consumption, sales tax base). Will this development require off-site capital improvements? OTHER INFORMATION Please provide an analysis on how your project will impact the school district and provide any feedback received from school district. Provide the TDHCA scoring criteria that you anticipate meeting. Please list any additional information or letters that you will be requesting from the City or Georgetown Utility Systems for the TDHCA application requirements. X X X X X X X X X X X X X X XX X X X XX Page 59 of 150 Page 4 of 4 HOUSING TAX CREDIT 2019-2020 SCHEDULE (9%) 2019 December 1 Rezoning Application Due (if necessary) December 31 HTC Resolution Applications Due 2020 January 21 Housing Advisory Board Meeting January 21 Hold at least 1 Public Meeting by this date January 28 City Council Workshop February 11 City Council Meeting February 28 TDHCA Application Due Page 60 of 150 KCG Development 9333 North Meridian Street, Suite 230 | Indianapolis, Indiana | 46260 | (317) 708 -0943 www.kcgcompanies.com LETTE R O F INTENT: REQUES T FO R ZONIN G VERIFICATIO N LETTER The enclosed documents are provided to request a Zoning Verification Letter regarding parcel #R539263 – to evidence that Multifamily Attached Dwellings are permissible on the site as detailed in the Permitted Use Table of UDC Chapter 5. A parcel map illustrating the site is within the Saddlecreek PUD, the PUD Ordinance Documents and a Survey have been provided for reference. Thank you, CJ Lintner Development Analyst CJ.Lintner@KCGCompanies.com Cell: 317-502-9239 Page 61 of 150 Sa d d l e c r e e k - Pl a n n e d Un i t De v e l o p m e n t Pa g e 21 of 24 Ex h i b i t C Page 62 of 150 ORDINANCE NO. aok,5 - 5S An Ordinance of the City Council of the City of Georgetown, Texas, amending part of the Official Zoning Map to rezone 353.45 acres in the Stubblefield Survey from the Agriculture (AG) District to Planned Unit Develo• D)to be known as Saddlecreek; repealing conflicting ordinances and resolutions; including a severabty clause; and establishing an effective date. Whereas, an application has been made to the City for the purpose of amending the Official Zoning Map, adopted on the 1211, day of June, 2012, for the specific Zoning District classification of the following described real property ("The Property"): 353.45 acres of the Stubblefield Survey, as described in Exhibit B of this ordinance as documented in the Official Public Records of Williamson County, Texas, hereinafter referred to as "The Property"; and Whereas, the City Council has submitted the proposed amendment to the Official Zoning Map to the Planning and Zoning Commission for its consideration at a public hearing and for its recommendation or report; and Whereas, public notice of such hearing was accomplished in accordance with State Law and the City's Unified Development Code through newspaper publication, signs posted on the Property, and mailed notice to nearby property owners; and Whereas, the Planning and Zoning Commission, at a meeting on September 15,2015, held the required public hearing and submitted a recommendation of approval to the City Council for the requested rezoning of the Property; and Whereas, the City Council, at a meeting on October 13, 2015, held an additional public hearing prior to taking action on the requested rezoning of the Property. Now, therefore, be it ordained by the City Council of the City of Georgetown, Texal M Section 1. The facts and recitations contained in the preamble of this Ordinance are hereby found and declared to be true and correct, and are incorporated by reference herein and expressly made a part hereof, as if copied verbatim. The City Council hereby finds that this Ordinance implements the vision, goals, and policies of the Georgetown 2030 Comprehensive Plan and further finds that the enactment of this Ordinance is not inconsistent or in conflict with any other policies or provisions of the 2030 Comprehensive Plan and the City's Unified Development Code. Section 2. The Official Zoning Map, as well as the Zoning District classification(s) for the Property is hereby amended from the Agriculture District (AG) to a Planned Unit Development Ordinance Number: ;lots -!S% Page I of 2 Description: Saddlecreek PUD Rezoning Case File Number: REZ-2014-022 Date Approved: October 27, 2015 Exhibits A -F Attached Page 63 of 150 PUD), with base zoning districts of Residential (RS), Multifamily Low -Density (MF -1), Local Commercial (C-1), and Business Park (BP), according to Exhibit C (Land Use Summary) and Exhibit B (Legal Description) and incorporated herein by reference. Section 3. All ordinances and resolutions, or parts of ordinances and resolutions, in conflict with this Ordinance are hereby repealed, and are no longer of any force and effect. Section 4. If any provision of this Ordinance or application thereof to any person or circumstance shall be held invalid, such invalidity shall not affect the other provisions, or application thereof, of this Ordinance which can be given effect without the invalid provision or application, and to this end the provisions of this Ordinance are hereby declared to be severable. Section 5. The Mayor is hereby authorized to sign this ordinance and the City Secretary to attest. This ordinance shall become effective in accordance with the provisions of state law and the City Charter of the City of Georgetown. F.-TOWETWOWD • I • " " 1 Off, 1,111 1 111!, 11 I 1 19 1 M Dale Ross Mayor WS -53OrdinanceNumber: , Description: Saddlecreek PUD Rezoning Date Approved- October 27,2015 Shelley Nog City Secreta Page 2 of 2 Case File Number: REZ-2014-022 Exhibits A -F Attached Page 64 of 150 Page 65 of 150 Page 66 of 150 Page 67 of 150 Page 68 of 150 1 CJ Lintner From:Susan Watkins <Susan.Watkins@georgetown.org> Sent:Friday, April 24, 2020 5:59 PM To:Ina Spokas; CJ Lintner Subject:RE: [EXTERNAL] Questions - City's HTC Application Process - KCG Proposed Development at Saddlecreek (Georgetown) Hi Ina and CJ,  It was good talking with you this morning. The link to the March 24th workshop is here (end of Item B and Item  C):          https://georgetowntx.swagit.com/play/03242020‐826 For impact to the school district, you might reach out to the Georgetown ISD real estate board.   To obtain the Zoning Verification Letter, please follow steps in the Letter of Regulatory Compliance checklist found here:  https://udc.georgetown.org/files/2019/08/LTR‐Letter‐of‐Regulatory‐Compliance.pdf. The checklist is written for  both plat certification and zoning verification. Please only provide items relevant to zoning verification (you can ignore  plat letter requirements).   You will need to apply for the zoning verification letter on MyGovernmentOnline. You can find the link to the  MyGovernmentOnline portal and user guide here: https://udc.georgetown.org/mygovernmentonline/. When you  apply your type is Letter of Regulatory Compliance and the subtype is “Zoning Verification Letter”.   You can submit anytime, but the next application submittal date is May 4, 2020, and the application will be processed  then. You can pay online by credit card. You will receive an invoice on the day it is processed. We have reviewed the  zoning internally, so you will meet the requirements for the Housing Resolution application.   Thank you,  Susan Watkins, AICP  Housing Coordinator  City of Georgetown  Planning Department  406 W. 8th Street  Georgetown, TX  78626  (512) 930‐8477 CONFIRMATION OF ZONING VERIFICATION LETTER ACCEPTANCE Page 69 of 150 Espero Landing and Asperanza Heights – Public Outreach Meeting Guidelines We are hosting a Community Zoom Meeting on XXX Date, XXX Month 2020 from X to X CST to discuss KCG Development, LLC’s Proposal for the 16.2 acres located at 200 Carlson CV – a part of the larger Saddlecreek PUD. Due to COVID-19, we are conducting this meeting digitally as a matter of public health. KCG has provided a link and a telephone number for you to join the meeting if you are interested in participating. The link will allow you to see the faces of all attendees and, will allow you to submit questions or share comments. Because this is a new format, we want to share the meeting rules to foster a fair and healthy meeting environment: 1.All participants will be muted upon entering the meeting. You will not need to select that option on your phone or through the zoom link. Participants are muted to block background noise which can make it difficult for others to hear. 2.In an effort to help structure the meeting, please email cj.lintner@kcgcompanies.com if you would like time to speak about the development during the meeting. Please include your first and last name, your telephone number, and your address. We will unmute you once it is your turn to speak. Speaking order will be determined by when Mo receives your email request. 3.All participants will have up to 2 minutes to ask questions or make comments directly to the development team or myself. 4.If you have any questions prior to our call, please email them directly to cj.lintner@kcgcompanies.com this will allow KCG to address these questions or comments during their presentation. 5.If for some reason you are unable to ask your question during the zoom call, please send your questions to cj.lintner@kcgcompanies.com . 6.If you have any technical issues, please email cj.lintner@kcgcompanies.com Call Instructions: TBD ONCE MEETING IS SET Meeting ID: TBD ONCE MEETING IS SET Page 70 of 150 Sample Resolution of No Objection Pursuant to §11.9(d)(1) of the QAP and in accordance with Tex. Gov’t Code §2306.6710(b), an Application may qualify for up to seventeen (17) points for a resolution or resolutions from the municipality and/or county in which the proposed development site is located. Resolutions that expressly set forth that the municipality or county supports the Application or Development are worth maximum points while resolutions setting forth that the municipality or county has no objection to the Application or Development are worth fewer points. Pursuant to §11.9(d)(1) once a resolution has been submitted it may not be changed or withdrawn. The resolution must be submitted by the Full Application Delivery Date as identified in §11.2(a) of the QAP, regarding Competitive HTC Deadlines. A sample resolution is provided below. WHEREAS, KCG Development, LLC has proposed a development for affordable rental housing at 200 Carlson Cove named Asperanza Heights in the City of Georgetown in Williamson County; and WHEREAS, KCG Development, LLC has advised that it intends to submit an application to the Texas Department of Housing and Community Affairs for 2020 Competitive 9% Housing Tax Credits for Asperanza Heights It is hereby RESOLVED, that the City of Georgetown, acting through its governing body, hereby confirms that it has no objection to the proposed Asperanza Heights located at 200 Carlson Cove, Application Number XXX and that this formal action has been taken to put on record the opinion expressed by the City of Georgetown on [date], and FURTHER RESOLVED that for and on behalf of the Governing Body, [name, position of authorized person] are hereby authorized, empowered, and directed to certify these resolutions to the Texas Department of Housing and Community Affairs. Page 71 of 150 Sample Resolution of No Objection Pursuant to §11.9(d)(1) of the QAP and in accordance with Tex. Gov’t Code §2306.6710(b), an Application may qualify for up to seventeen (17) points for a resolution or resolutions from the municipality and/or county in which the proposed development site is located. Resolutions that expressly set forth that the municipality or county supports the Application or Development are worth maximum points while resolutions setting forth that the municipality or county has no objection to the Application or Development are worth fewer points. Pursuant to §11.9(d)(1) once a resolution has been submitted it may not be changed or withdrawn. The resolution must be submitted by the Full Application Delivery Date as identified in §11.2(a) of the QAP, regarding Competitive HTC Deadlines. A sample resolution is provided below. WHEREAS, KCG Development, LLC has proposed a development for affordable rental housing at 200 Carlson Cove named Espero Landing in the City of Georgetown in Williamson County; and WHEREAS, KCG Development, LLC has advised that it intends to submit an application to the Texas Department of Housing and Community Affairs for 2020 Competitive 9% Housing Tax Credits for Espero Landing It is hereby RESOLVED, that the City of Georgetown, acting through its governing body, hereby confirms that it has no objection to the proposed Espero Landing located at 200 Carlson Cove, Application Number XXX and that this formal action has been taken to put on record the opinion expressed by the City of Georgetown on [date], and FURTHER RESOLVED that for and on behalf of the Governing Body, [name, position of authorized person] are hereby authorized, empowered, and directed to certify these resolutions to the Texas Department of Housing and Community Affairs. Page 72 of 150 Twice the State Average Per Capita – Sample Resolution Pursuant to §11.3(c) of the QAP, for applications located in a municipality, or if located completely outside a municipality, a county, that has more than twice the state average of units per capita supported by Housing Tax Credits or private activity bonds at the time the Application Acceptance Period begins, or for Tax-Exempt Bond Developments, Applications submitted after the Application Acceptance Period begins, then the Applicant must obtain prior approval of the Development from the Governing Body of the appropriate municipality or county containing the Development. That approval must also contain a written expression of support in the form of a resolution, and that resolution must include a reference to Tex. Gov’t Code §2306.6703(a)(4) and authorize an allocation of Housing Tax Credits for the Development. The resolution must be submitted by the Full Application Delivery Date as identified in §11.2(a) of the QAP, regarding Competitive HTC Deadlines, or Resolutions Delivery Date in §11.2(b) of the QAP, regarding Tax-Exempt Bond Development Dates and Deadlines, as applicable. A list of the areas with more than twice the state average of units per capita can be found in the 2020 HTC Site Demographic Characteristics Report posted on the Department’s website. A sample resolution is provided below. WHEREAS, KCG Development, LLC has proposed a development for affordable rental housing at 200 Carlson Cove named Asperanza Heights in the City of Georgetown, Williamson County and WHEREAS, KCG Development, LLC has communicated that it intends to submit an application to the Texas Department of Housing and Community Affairs (“TDHCA”) for 2020 or 2021 Housing Tax Credits and Private Activity Bond funds for Asperanza Heights. It is hereby RESOLVED, that as provided for in §11.3(c) of the Qualified Allocation Plan, it is expressly acknowledged and confirmed that the City of Georgetown has more than twice the state average of units per capita supported by Housing Tax Credits or Private Activity Bonds and FURTHER RESOLVED, that the City of Georgetown hereby supports the proposed Asperanza Heights and confirms that its governing body has voted specifically to approve the construction or rehabilitation of the Development and to authorize an allocation of Housing Tax Credits for the Development pursuant to Tex. Gov’t Code §2306.6703(a)(4), and FURTHER RESOLVED that for and on behalf of the Governing Body, [name, position of authorized person] are hereby authorized, empowered, and directed to certify these resolutions to the Texas Department of Housing and Community Affairs. Page 73 of 150 Twice the State Average Per Capita – Sample Resolution Pursuant to §11.3(c) of the QAP, for applications located in a municipality, or if located completely outside a municipality, a county, that has more than twice the state average of units per capita supported by Housing Tax Credits or private activity bonds at the time the Application Acceptance Period begins, or for Tax-Exempt Bond Developments, Applications submitted after the Application Acceptance Period begins, then the Applicant must obtain prior approval of the Development from the Governing Body of the appropriate municipality or county containing the Development. That approval must also contain a written expression of support in the form of a resolution, and that resolution must include a reference to Tex. Gov’t Code §2306.6703(a)(4) and authorize an allocation of Housing Tax Credits for the Development. The resolution must be submitted by the Full Application Delivery Date as identified in §11.2(a) of the QAP, regarding Competitive HTC Deadlines, or Resolutions Delivery Date in §11.2(b) of the QAP, regarding Tax-Exempt Bond Development Dates and Deadlines, as applicable. A list of the areas with more than twice the state average of units per capita can be found in the 2020 HTC Site Demographic Characteristics Report posted on the Department’s website. A sample resolution is provided below. WHEREAS, KCG Development, LLC has proposed a development for affordable rental housing at 200 Carlson Cove named Espero Landing in the City of Georgetown, Williamson County and WHEREAS, KCG Development, LLC has communicated that it intends to submit an application to the Texas Department of Housing and Community Affairs (“TDHCA”) for 2020 or 2021 Housing Tax Credits and Private Activity Bond funds for Espero Landing. It is hereby RESOLVED, that as provided for in §11.3(c) of the Qualified Allocation Plan, it is expressly acknowledged and confirmed that the City of Georgetown has more than twice the state average of units per capita supported by Housing Tax Credits or Private Activity Bonds and FURTHER RESOLVED, that the City of Georgetown hereby supports the proposed Espero Landing and confirms that its governing body has voted specifically to approve the construction or rehabilitation of the Development and to authorize an allocation of Housing Tax Credits for the Development pursuant to Tex. Gov’t Code §2306.6703(a)(4), and FURTHER RESOLVED that for and on behalf of the Governing Body, [name, position of authorized person] are hereby authorized, empowered, and directed to certify these resolutions to the Texas Department of Housing and Community Affairs. Page 74 of 150 Use the list of links or go Project: Instructions: (1) County: Williamson INCOME LIMITS 2020 Area Median Income:$97,600 (2) Place:2 Georgetown 12345678 20 13,680$        15,620$       17,580$      19,520$      21,100$      22,660$      24,220$    25,780$     (3) Financing:4% Housing Tax Credits 30 20,520$       23,430$      26,370$      29,280$      31,650$      33,990$      36,330$    38,670$     40 27,360$       31,240$      35,160$      39,040$      42,200$      45,320$      48,440$    51,560$     (4) Project PIS Date: On or After 5/17/2020 50 34,200$       39,050$      43,950$      48,800$      52,750$      56,650$      60,550$    64,450$     60 41,040$       46,860$      52,740$      58,560$      63,300$      67,980$      72,660$    77,340$     70 47,880$       54,670$      61,530$      68,320$      73,850$      79,310$      84,770$    90,230$     80 54,720$       62,480$      70,320$      78,080$      84,400$      90,640$      96,880$     103,120$   120 ‐$              ‐$            ‐$            ‐$            ‐$            ‐$           ‐$            ‐$            RENT LIMITS 012345 (6) For HOME/NSP ONLY:20 $342 $366 $439 $507 $527 $625 30 $513 $549 $659 $761 $849 $937 40 $684 $732 $879 $1,015 $1,133 $1,250 50 $855 $915 $1,098 $1,269 $1,416 $1,562 60 $1,026 $1,098 $1,318 $1,523 $1,699 $1,875 65 70 $1,197 $1,281 $1,538 $1,777 $1,846 $2,187 80 $1,368 $1,465 $1,758 $2,031 $2,266 $2,500 5. For Housing Tax Credit project(s) that place in service or execute a Carryover Agreement within 45 days after HUD releases the MTSP Income limits where the newly released limits reflect a decrease, IRS Revenue Ruling 94‐57 allows the owner to rely on either limit.  4. The 2020 Housing Tax Credit limits are effective 4/1/2020.  The NSP income limits are effective 6/28/2019. The Community Planning Division (CPD) of HUD released the 2019 HOME Program income limits effective 6/28/2019 and rent limits that are effective for all new leases and lease renewals after 6/28/2019.  The National Housing Trust Fund income and rent limits are effective 6/28/2019. Texas Department of Housing and Community Affairs Rent and Income Limits1 (As of 4/1/2020) (5) Select the date based on the execution date of your property's Carryover Agreement, Determination Notice or Subaward Agreement Date. For State Housing Trust Fund, select the date of your LURA. For HOME, NSP  or National Housing Trust Fund select "N/A." See footnote 3 for more details. On or After 5/17/2020 (1) Choose the county in which your project is located. (2) If your project is located within the boundaries of one of the designated places listed in the drop down menu then make the appropriate selection. If the location is not listed, then choose the "Not Listed" option. (3) Please select the financing applicable for your project. Units financed with HOME, NSP, or tax exempt bonds and 4% tax credits are not eligible to use the National Non‐Metro limits. (4) Choose the date the first building in the project (as defined on line 8b of the 8609) was placed in service or for State Housing Trust Fund, the date of your LURA. For HOME, NSP or National Housing Trust Fund, select  "N/A." (5) Carryover / Determination Notice / Subaward Agreement Date: AMFI % Number of Household Members AMFI % PLEASE COMPLETE ALL FIELDS. Number of Bedrooms 3. The 'Carryover / Determination Notice / Subaward Agreement Date' field is used to determine whether the property's gross rent floor is based upon a different set of income limits than those used to qualify tenants. For a competitive or 9% 1. The Texas Department of Housing and Community Affairs (the “Department” or TDHCA”) has posted to its website the 2020 Income and rent limit tool. This tool was developed for use by TDHCA  staff, primarily in the Compliance Division, to  determine whether income and rent limits prescribed by law were being met, and the tool is being shared with the public solely as a courtesy.   This tool is NOT to be considered as either a definitive or exclusive statement or application of law  or as legal advice.  Neither the tool itself nor any output from or conclusions drawn from the tool may be relied upon as conclusively correct information or used a defense to any contrary determination, finding, conclusion, or assertion by any  relevant or cognizant oversight or enforcement entity (including TDHCA) of an applicable rent or income limit.  Again, these are simply the income and rent limits that the Department expects to use when monitoring.  It is anticipated that from  time to time as the Department identifies aspects of the tool that it needs to amend, correct, or improve, it will do so, but the Department cannot and does not commit to providing notifications or changes to the tool as posted on its website  or as used by TDHCA staff. 2. The "Place" field is used to determine whether the property is eligible to use the National Non‐Metropolitan Median Income limits. Not all Places or Cities in Texas are shown. If you are located outside of the boundaries of a designated Place then select "Not Listed" even if your mailing address reflects the place name.  Asperanza Heights New leases and lease renewals (including month to month leases): * Revised 6/28/2019 Page 75 of 150 Use the list of links or go Project: Instructions: (1) County: Williamson INCOME LIMITS 2020 Area Median Income:$97,600 (2) Place:2 Georgetown 12345678 20 13,680$        15,620$       17,580$       19,520$       21,100$       22,660$      24,220$     25,780$     (3) Financing:4% Housing Tax Credits 30 20,520$        23,430$       26,370$       29,280$       31,650$       33,990$      36,330$     38,670$     40 27,360$        31,240$       35,160$       39,040$       42,200$       45,320$      48,440$     51,560$     (4) Project PIS Date: On or After 5/17/2020 50 34,200$        39,050$       43,950$       48,800$       52,750$       56,650$      60,550$     64,450$     60 41,040$        46,860$       52,740$       58,560$       63,300$       67,980$      72,660$     77,340$     70 47,880$        54,670$       61,530$       68,320$       73,850$       79,310$      84,770$     90,230$     80 54,720$        62,480$       70,320$       78,080$       84,400$       90,640$      96,880$     103,120$   120 ‐$               ‐$             ‐$             ‐$             ‐$             ‐$            ‐$            ‐$            RENT LIMITS 012345 (6) For HOME/NSP ONLY:20 $342 $366 $439 $507 $527 $625 30 $513 $549 $659 $761 $849 $937 40 $684 $732 $879 $1,015 $1,133 $1,250 50 $855 $915 $1,098 $1,269 $1,416 $1,562 60 $1,026 $1,098 $1,318 $1,523 $1,699 $1,875 65 70 $1,197 $1,281 $1,538 $1,777 $1,846 $2,187 80 $1,368 $1,465 $1,758 $2,031 $2,266 $2,500 5. For Housing Tax Credit project(s) that place in service or execute a Carryover Agreement within 45 days after HUD releases the MTSP Income limits where the newly released limits reflect a decrease, IRS Revenue Ruling 94‐57 allows the  owner to rely on either limit.   4. The 2020 Housing Tax Credit limits are effective 4/1/2020.  The NSP income limits are effective 6/28/2019. The Community Planning Division (CPD) of HUD released the 2019 HOME Program income limits effective 6/28/2019 and rent limits  that are effective for all new leases and lease renewals after 6/28/2019.  The National Housing Trust Fund income and rent limits are effective 6/28/2019. Texas Department of Housing and Community Affairs Rent and Income Limits1 (As of 4/1/2020) (5) Select the date based on the execution date of your property's Carryover Agreement, Determination Notice or Subaward Agreement Date. For State Housing Trust Fund, select the date of your LURA. For HOME, NSP  or National Housing Trust Fund select "N/A." See footnote 3 for more details. On or After 5/17/2020 (1) Choose the county in which your project is located. (2) If your project is located within the boundaries of one of the designated places listed in the drop down menu then make the appropriate selection. If the location is not listed, then choose the "Not Listed" option. (3) Please select the financing applicable for your project. Units financed with HOME, NSP, or tax exempt bonds and 4% tax credits are not eligible to use the National Non‐Metro limits. (4) Choose the date the first building in the project (as defined on line 8b of the 8609) was placed in service or for State Housing Trust Fund, the date of your LURA. For HOME, NSP or National Housing Trust Fund, select  "N/A." (5) Carryover / Determination Notice / Subaward Agreement Date: AMFI % Number of Household Members AMFI % PLEASE COMPLETE ALL FIELDS. Number of Bedrooms 3. The 'Carryover / Determination Notice / Subaward Agreement Date' field is used to determine whether the property's gross rent floor is based upon a different set of income limits than those used to qualify tenants. For a competitive or 9%  1. The Texas Department of Housing and Community Affairs (the “Department” or TDHCA”) has posted to its website the 2020 Income and rent limit tool. This tool was developed for use by TDHCA  staff, primarily in the Compliance Division, to  determine whether income and rent limits prescribed by law were being met, and the tool is being shared with the public solely as a courtesy.   This tool is NOT to be considered as either a definitive or exclusive statement or application of law  or as legal advice.  Neither the tool itself nor any output from or conclusions drawn from the tool may be relied upon as conclusively correct information or used a defense to any contrary determination, finding, conclusion, or assertion by any  relevant or cognizant oversight or enforcement entity (including TDHCA) of an applicable rent or income limit.  Again, these are simply the income and rent limits that the Department expects to use when monitoring.  It is anticipated that from  time to time as the Department identifies aspects of the tool that it needs to amend, correct, or improve, it will do so, but the Department cannot and does not commit to providing notifications or changes to the tool as posted on its website  or as used by TDHCA staff. 2. The "Place" field is used to determine whether the property is eligible to use the National Non‐Metropolitan Median Income limits. Not all Places or Cities in Texas are shown. If you are located outside of the boundaries of a designated Place  then select "Not Listed" even if your mailing address reflects the place name.  Espero Landing New leases and lease renewals (including month to month leases): * Revised 6/28/2019 Page 76 of 150 A RE-ISSUE MM.DD.YY ISSUE 04.21.20 PROJECT Georgetown, Texas PROJECT Saddlecreek PROJECT NO. TX 20.101 01 DESCRIPTION Site Plan Phase 1 Phase 2 Phase 1 Phase 2 Sam Houston Avenue B ell G e m R d. Daisy Cutter Crossing 0 50 100 N A00 0 Site Plan Scale: 1" : 200' 3 1 2 4 5 6 7 8 9 Club Club Units BLD 1 2 3 4 5 6 7 8 9 Total 1 BR 800 SF 4 12 6 8 6 6 6 12 10 70 2 BR 1,000 SF 12 12 6 12 12 12 12 12 12 102 3 BR 1,200 SF 4 10 6 6 6 32 Total 20 24 22 20 24 24 24 24 22 204 PHASE 2 - 4% Family Units BLD 1 Total 1 BR 800 SF 50 50 2 BR 1,000 SF 94 94 Total 144 144 PHASE 1 - 4% Senior Total UNITS 348 units Total Parking 571 spaces Parking 1 space / DU = 144 + 5% guest spaces = 8 Total Required Spaces = 152 Total Area Provided = 50,000 SF @ 325SF/space Total Spaces Provided = 153 Parking 70 1BR x 1.5 spaces = 105 102 2BR x 2.0 spaces = 204 32 3BR x 2.5 spaces = 80 Guest Parking (5% of units) = 20 Total Required Spaces = 409 Total Area Provided = 136,000 SF @ 325SF/space Total Spaces Provided = 418 Page 77 of 150 A RE-ISSUE MM.DD.YY ISSUE 04.21.20 PROJECT Georgetown, Texas PROJECT Saddlecreek PROJECT NO. TX 20.101 02 DESCRIPTION Aerial Overall Aerial Bell Gem Road Sam Houston Avenue Page 78 of 150 A RE-ISSUE MM.DD.YY ISSUE 04.21.20 PROJECT Georgetown, Texas PROJECT Saddlecreek PROJECT NO. TX 20.101 03 DESCRIPTION Phase 1 - Entry Phase 1 Main Building Page 79 of 150 A RE-ISSUE MM.DD.YY ISSUE 04.21.20 PROJECT Georgetown, Texas PROJECT Saddlecreek PROJECT NO. TX 20.101 04 DESCRIPTION Phase 2 - Entry Phase 2 Entry and Clubhouse Building Page 80 of 150 RR EE AA LL EE SS TT AA TT EE SS EE RR VV II CC EE SS ,, II NN CC .. “Our mission is to enhance our client’s investments and create quality living and working environments.” Capstone Real Estate Services, Inc. is a full-service, third-party management firm presently managing approximately 40,000 multi-family units. Founded in 1969, Capstone maintains 14 offices across 6 states and employs approximately 850 people in the field of property management, and our portfolio extends to over 75 cities. The size of our portfolio ranks us as one of the 15 largest third-party management firms in the nation. Austin Abilene Albuquerque Amarillo Beaumont Brownsville Corpus Christi Dallas El Paso Miami Houston Laredo San Antonio Tulsa Neither Capstone nor its principals owns, buys or sells investment real estate and we have no conflicts with our clients' interests in this regard. This distinguishes us from many competing firms and enables us to provide the personalized service each property deserves, without the distraction that ownership can cause. Consequently, we focus on the client’s goals beginning with take-over. Third-party real estate management is the business on which we have built our reputation, and we are committed to providing the highest standards of service and integrity to our clients. Pre-Acquisition Due Diligence Services Interior Walk Through, Market Analysis, Operating Projections, Lease File Review, Exterior Observations New Development Planning Project Design Consulting, Marketing Consulting, Lease-up Specialists Full Service Property Management Traditional Multifamily Housing, Student Housing, Seniors Housing, Affordable Housing, Military Housing, Renovation Supervision, Manufactured Home Parks, High/Mid Rises Capstone’s apartment new construction management experience is extensive. The firm’s new development background includes project design consulting, pre-construction planning, décor consulting, promotion and full lease- up for 175+ properties totaling over 33,000 units in 60+ cities and 6 states since 1994. Our objective is to reach full occupancy and maximize the bottom line in the shortest time possible in accordance with the owner’s investment parameters. About 75% of our lease-ups have been completed in 9 months or less and a full 51% have been completed in 6 months or less. Our services encompass the following:  Pre-development  Pre-construction  Construction stage  Lease-up  Stabilized operations Capstone has significant experience with affordable housing units. Currently, Capstone manages affordable communities totaling over 23,000 units. This includes the LIHTC Program, the RTC/AHDP Affordable Housing Program, Tax Exempt Bond, HOME, Section 8, Housing Trust Fund (HTF), Walker Program, Section 202 Elderly, Military Rent-Restricted, Public Housing, and more. To better serve its clients, Capstone has a Compliance Department to effectively monitor properties it manages with governmental reporting requirements. We understand the importance of being “in compliance” and the process that accompanies it. Capstone is currently ranked by NAHMA as the nation’s 9th largest affordable housing management company, as well as the 7th largest LIHTC manager in the country. PROPERTY MANAGEMENT SERVICES PROFILE AFFORDABLE NEW CONSTRUCTION Page 81 of 150 The key to quality client service is motivated and well-trained personnel. The key to quality client service is motivated and well-trained personnel. Our training department conducts extensive monthly seminars to each of our regional offices covering:  Leasing & Marketing  Fair Housing  Risk Management  Social Media Marketing  Internet Leasing  Optimizing NOI  Accounting Software  Resident Retention  Performance Evaluation Our corporate-wide incentive program, “Accelerating Income Monthly” (AIM), rewards on-site staff for increasing the property’s economic occupancy. The program aligns on-site staff, Regional Manager and Owner objectives into one concise statement; increase property income and value. Accredited Management Organization (AMO®), Institute of Real Estate Management (IREM®) Certified Property Manager (CPM®), Certified Public Accountant (CPA), Accredited Resident Manager (ARM®), Certified Apartment Manager (CAM®), Certified Occupancy Specialist (COS®), Assisted Housing Professional (AHP), Tax Credit Specialist (TCS) Housing Credit Certified Professional (HCCP®), National Compliance Professional (NCP) Certified Professional of Occupancy (CPO), Continuing Certified Credit Compliance Professional (C4P) Capstone’s National Accounts has saved our clients millions of dollars by leveraging our portfolio with the industry’s most recognized vendors. We have negotiated highly competitive contracts and volume discounts for the recurring top expenses a community has, such as property insurance, utilities, flooring, maintenance supplies, paint supplies, office supplies, among many more. Our auditing program recaptures expenses such as utility bill overages, residents’ electricity, and through a thorough waste management review. Our clients enjoy the assurance that routine operating expenses are closely monitored and significantly discounted through Capstone’s National Accounts.  Volume Purchasing Program  Negotiated Service Contracts Software  Master Insurance Program  Utility Management  Operating Revenue Enhancement Programs Grant Berkey, Chief Executive Officer Matthew C. Lutz, Executive Vice President Tina West, Chief Operating Officer Mike Gettman, Chief Financial Officer Marc Berkey, Vice President Mike Boone, Vice President Steve Roach, Vice President Quintina Willis, Vice President Debbie Wiatrek, Vice President Maggie Lockwood, Vice President Our experience works for you. Matthew C. Lutz, Executive Vice President matt.lutz@capstonemanagement.com 210 Barton Springs Road, Suite 300, Austin, Texas 78704 (512) 646-6700 (512) 646-6798 fax www.capstonemanagement.com ACCREDITATIONS PRO FESSIONAL PERSONNEL DEVELOPMENT CONTACT INFORMATION LEVERAGED EXPENSE CO NTROL EXECUTIVE OFFICERS ACCREDITED MANAGEMENT ORGANIZATION CERTIFIED PROPERTY MANAGER® Page 82 of 150 4/27/2020 Susan Watkins, AICP Housing Coordinator Planning Department City of Georgetown 406 W. 8th Street Georgetown, TX 78626 RE: Multi-Phase Development of Espero Landing and Asperanza Heights Ms. Watkins, I am writing this letter to voice my support for KCG Development’s City of Georgetown HTC Application for the development of a family and senior multi-phase affordable housing development - Espero Landing (Family tenancy) and Asperanza Heights (Senior tenancy), to be located at 200 Carlson Cv, Georgetown, TX 78626 in Williamson County. The Boys & Girls Club of Georgetown (BGCGT) is a tax exempt civic organization that serves the community in which the development site is located with a primary purpose of the overall betterment of the community. We believe that there is a need for housing that is affordable to citizens of modest means and this development will help meet that need. BGCGT offers critical after school and out of school services for those who need us the most. Over 75% of our members are eligible for the free/reduced lunch program within their respective school district which is an indicator of financial hardship. 50% of our members also live within a single parent household. It is not uncommon for me, as the Director of the Boys & Girls Club, to hear sad stories of families losing homes due to low family incomes and high housing costs whether that is monthly rent or mortgage payments. With this in mind, I would be fully supportive of both the aforementioned developments. There is a huge need for affordable housing in our community for both families and seniors alike. The opportunity for families to live in close proximity to their more elderly relatives will provide stability and enhanced community engagement for all residents. If you would like further information on our services and how affordable housing would benefit our clientele, please feel free to contact me using the information below. Sincerely, Daniel Anstee – Area Director BGCTX Cell: 512 762 2206 Page 83 of 150 Tim Irvine Executive Director PAUL D.WORKMAN STATE R EPRESENTATIVE District 47 February 27, 2017 Texas Department of Housing and Community Affairs P.O . Box 13941 Austin , TX 78711-3941 Re: Letter of Support for Bella Vista, 21101 Boggy Ford Road, Lago Vista, TX 78645 TDHCA Project 17204 Dear Mr. Irvine: This letter is to express my support for the application made by Vista Bella for the Low Income Housing Tax Credit Program. This proposed development is in House District 47. Affordable housing in Travis County is a critical issue and this development will provide options to families of moderate income. The Vista Bella project will effectively increase the supply of affordable housing in western Travis County in the fast-growing area around Lago Vista. I ask you to take my support in consideration when reviewing this application. Paul D . Workman P.O. Box 29 10 • AumN, T ExAs 78768-291 0 • (5'12 )163-0652 • (512)463-0565 fAX • 1•Au1 .. ,x•onKMM"®11o usE.TE xA s .cov 367Page 84 of 150 Community Organization Support Page 85 of 150 368Page 86 of 150 Page 87 of 150 Page 88 of 150 NAPERVILLE EDUCATIONAL IMPACT MODEL - ESPERO LANDING Unit Size Grades K-6 Grades 7-9 Grades 10-12 1 Bed 0.003 0.001 0.001 2 Bed 0.128 0.042 0.046 3 Bed 0.357 0.123 0.118 ESPERO LANDING ESTIMATED IMPACT Unit Size # Units Grades K-6 Grades 7-9 Grades 10-12 1 Bed 71 0.213 0.071 0.071 2 Bed 103 13.184 4.326 4.738 3 Bed 32 11.424 3.936 3.776 TOTALS 25 8 9 42 Page 89 of 150 HOUSING TAX CREDIT RESOLUTION OF SUPPORT REQUEST Public Outreach Requirement: 4% New Construction The applicant must hold two public meetings, one at least three weeks before the City Council consideration. Outreach will consist of letters, signage and ads to residential neighborhoods within ½ mile of the site. An outreach plan must be approved by the Housing Coordinator. Applicant: KCG Development for Espero Landing & Asperanza Heights Public Outreach Plan: • Two public meetings o Meetings at the below times: • Meeting #1 June 12th at 5PM CST • Meeting #2 July 10th at 5PM CST • Letters o KCG will contact residents in the ½ radius of the site via Mail • Signage o Sign posted at site with meeting times and applicant contact information • Ads o KCG will engage the Saddlecreek HOA to have both meeting notices disseminated to residents via an Email Blast and via publication on the HOA Website Page 90 of 150 City of Georgetown, Texas Housing Advisory Board June 15, 2020 S UB J E C T: P res entation and disc ussion of the Hous ing Advisory Board 20-21 work plan. S usan Watkins, AI C P, Housing C oordinator IT E M S UMMARY: S taff will review the propos ed board work plan for 20-21, inc luding hous ing related ac tions from the 2030 C omprehens ive P lan Implementation P lan lis ted with a 0-2 year term. F IN AN C IAL IMPAC T: None. S UB MIT T E D B Y: S usan Watkins, AI C P, Hous ing C oordinator AT TAC H ME N T S: Description Type Exhibit 1 - 2030 Plan Implementation Exhibit Exhibit 2 - HAB Training Guide Exhibit Page 91 of 150 127 PLAN IMPLEMENTATION PLAN IMPLEMENTATION Page 92 of 150 128 PLAN IMPLEMENTATION Plan Amendments, Monitoring, and Updates Amendments Plan amendments are periodic, substantive changes to the plan and its associated goals, policies, and actions along with changes to the Future Land Use Map that are necessary to accommodate changes or unforeseen circumstances in a manner consistent with the public interest. While the plan provides for reasonable flexibility in interpretation, to have relevance over time, it should not be permitted to be ignored, nor subject to continuous or arbitrary amendments to accommodate development applications, which are contrary to the plan. Amendments should not be made without an analysis of immediate needs and consideration of the long-terms effects. In considering amendments to the plan, the City should be guided by the following: »» The need for the proposed change; » The effect of the proposed change on the need for City services and facilities; » The implications, if any, that the amendment may have for other parts of the plan; and » A description and analysis of unforeseen circumstances or the emergence of new information. If a plan is to have value and remain useful over time, it is important to develop ways of monitoring progr ess on the many initiatives it calls for, to evaluate its effectiveness, and to keep it current as new information becomes available and as circumstances change. For this reason, comprehensive planning is thought of as an ongoing process and not as a one-time event. The plan is not an end in itself, but rather the foundation that will guide ongoing, more detailed planning. Without the evaluation and feedback loop, the plan can soon become irrelevant. For this reason, the plan must be structured to respond to changing needs and conditions. Due to the complexity of the many initiatives called for in the City of Georgetown 2030 Comprehensive Plan, as well as the accelerating rate of growth and change, provisions for plan amendments, monitoring, and updating will be made in a timely manner, as follows. Annual Monitoring The City should monitor and report upon plan implementation progress annually. At the anniversary of plan adoption, the Planning Department should submit to the Comprehensive Plan Steering Committee, Planning & Zoning Commission, and City Council an annual report indicating actions taken and progress made toward plan implementation, along with recommendations for plan amendments due to altered circumstances or in response to citizen requests, proposed rezonings, or plats. Annual reviews should also include: »» Developing benchmarks, as part of an overall plan-monitoring program, to evaluate the effectiveness of implementation efforts and adherence to the plan; and » Maintaining dialogue with local citizens, municipalities, school districts, development interests, and other stakeholders and affected parties on a periodic, ongoing basis to monitor the effectiveness and continued relevance of the plan. Page 93 of 150 129 “Term” means the period in years during which the initiative will begin. 0-2 Years = FY 2020-2022 2-4 Years = FY 2022-2024 4+ Years = FY 2024-2030 OG = On-Going “Cost” means the approximated budget required to accomplish the initiative. $ = under $10,000 $$ = $10,000 to $50,000 $$$ = $50,000 to $100,000 $$$$ = $100,000+ “City Staff Lead” means the City Staff member responsible for championing each initiative, although the support of additional entities is often necessary. Key Terms Plan Updates Every five years, the City of Georgetown will initiate a process to revise and adopt an updated plan (if needed) or one or more plan element. The revision process will include the following: »»Creation or continuation of the Comprehensive Plan Steering Committee, as appropriate, depending on the plan Element or Elements undergoing revision; »Updating of the plan statistical data documenting growth trends, completed projects and other factors experienced since the adoption of the current plan; »Preparation of an Evaluation and Appraisal Report, documenting plan effectiveness and implementation efforts, identifying constraints upon implementation, and summarizing trends and challenges that have emerged or changed in the period since plan adoption; »Revision of goals, strategies, and actions to reflect changing circumstances, emerging needs and opportunities, and expressed citizen priorities; and »Revisions to Future Land Use Map and other related maps. Implementation Plan The following Implementation Plan outlines the ten 2030 Plan Update goals, the associated policies, and action items to assist in measuring plan implementation. The purpose of this Implementation Plan is to provide a checklist for City leaders, City staff, the community, and other decision makers to proactively implement this plan and realize the vision of the Georgetown community. The City will use this checklist to program budgeting, staffing, development decisions, and other important decisions over the next ten years and beyond. Implementation Strategies: “Regulatory Framework” means the regulations and standards (“rules”) for the development of land, primarily zoning and subdivision regulations. “Decision Framework” means the criteria and processes used in the decision- making process related to land development by City Council (“why”). “Plans, Programs, and Partnerships” means plans that require additional work to further this 2030 Plan Update; routine activities of the City; and partnerships to maximize resources and concentrate efforts. Page 94 of 150 130 PLAN IMPLEMENTATION Plan Implementation Strategies Summary Strategic Initiatives Implementation Approach and Tools Regulatory Framework Goals: 1. Balanced land use 2. Reinvestment 3. Development framework 4. Historic Preservation 6. Housing & neighborhoods 8. Land use that enables partnerships PPerform UDC diagnostic review to implement the goals and policies of 2030 as identified below. Diversity and Density x Update development standards to ensure compatibility of diverse uses including buffers, setbacks to reduce barriers to higher density development in Community Commercial Centers and support the updated residential future land use categories x Use tailored development standards including the use of transfer of development rights and density bonuses for key areas: Employment Centers, Regional Centers, Gateways, Southeast Georgetown, Williams Drive and Downtown x Preserve and incentivize the City’s historic resources and reuse existing structures through tailored, flexible development standards x Allow a variety of housing types, lot sizes, and a balance of amenities x Develop incentives for inclusion of moderate density, moderately priced housing types, affordable/workforce housing creation and preservation Land Uses x Review and update rezoning approval criteria Gateways x Update boundaries of overlay districts to reflect development changes within an area (for example, once identified scenic areas have now become urbanized areas) x Identify specific locations for major gateway sign locations (I-35 northbound, SH-130) and minor gateway signs (S. Austin and SH29 entrances into historic Georgetown) x Create an Urban Corridor type x Update Scenic Corridor standards for larger setbacks, lower building heights, native landscaping and limited lighting x Update Downtown Corridor standards for building and street front design, evaluate development standards to ensure consistency with the Downtown Overlay x Prioritize building and site design (placement of buildings, materials, landscaping) when negotiating development agreements and potential incentives for I-35, SH130, SH29, SH195 in order to support Employment Centers and Regional Centers Williams Drive Subarea x Establish a Williams Drive special zoning district area that implements proposed mix of uses, density, and building form (setbacks, height, and design) x Develop an incentive program for enhancing site and buildings in compliance with the goals and policies of the Williams Drive Subarea Page 95 of 150 131 Strategic Initiatives Implementation Approach and Tools Decision Framework Goals: 1. Balanced land use 3. Development framework 6. Housing & neighborhoods DDevelopment Agreements, Annexation, Special Purpose Districts, and Intentional Infrastructure x Review utility connection policies to ensure support of land use goals (#1, 2, 3, 6, 7, 8) of the Comprehensive Plan x Ready infrastructure for development in key, prioritized Employment Centers, Southeast Georgetown and mixed-use developments x Update approval criteria for voluntary annexation x Review approval criteria for special purpose districts (MUD, PID, TIRZ, PUD) to distinguish between types of development and identify specific criteria for meeting diversity and density goals x Evaluate development proposals (e.g. annexation, special purpose districts) using the City’s Fiscal Impact Model x Develop a Comprehensive Plan checklist for use in evaluating development proposals and zoning applications for consistency with the plan's principles and direction Financial assistance/incentives to housing developers an d builders meeting housing policies x Development and other incentive agreements – tailored development standards and/or contribution in infrastructure costs (including audit of existing workforce housing standard incentive to ensure its usability) x Utilize special purpose financing districts (MUDs, PIDs, TIRZs) policy (for example, to incorporate a minimum amount of workforce hous ing as part of the consent to utilize a special purpose financing district) x Consider utilizing fee waivers (for example parkland, development application, and building permit fees) x Create a dedicated funding source for housing development incentives and agreements Plans, Programs, and Partnerships Goals: 6. Housing and Neighborhoods 7. High quality infrastructure 8. Land use that enables partnerships 9. Integrate greenspace & recreation 10. Maintain levels of service as we grow Small Area Planning &Neighborhoods x Create small area plans to guide development in key locations x Explore the applicability of Neighborhood Empowerment Zones, Neighborhood Conservation Districts or Overlays x Develop Neighborhood Association Program (assist neighborhoods with education/tools for establishment) Comprehensive Plan Elements x Conduct a review of City policies and plans to identify potential conflicts and opportunities to support implementation of the 2030 Plan Update’s Land Use and Housing Element policies . x Adopt a Historic Preservation Element as part of the next update to the Downtown Master Plan x Update the Parks Plan and the Overall Transportation Plan (OTP) x Revisit charter required 2030 plan elements for applicability and identify specific timeframes for update when necessary (Citizen’s Participation Plan, Urban Design Element, Public Safety Element) x Coordinate Utility Master Plan with 2030 Comprehensive Plan Capital Improvement Planning (CIP) x Identify key capital improvements needed in Employment Centers to support economic development objectives x Use 4A/4B funds to support Employment Centers, Regional Centers x Dedicate 5% of project costs of all new roadway improvements within Gateway corridors for beautification Page 96 of 150 132 PLAN IMPLEMENTATION Strategic Initiatives Implementation Approach and Tools Plans, Programs, and Partnerships Goals: 6. Housing and Neighborhoods 7. High quality infrastructure 8. Land use that enables partnerships 9. Integrate greenspace & recreation 10. Maintain levels of service as we grow AAnnual Reporting (2030 Plan) x Convene the 2030 Steering Committee annually to review and approve the annual report x Prepare an annual community report card on comprehensive plan progress x Develop a comprehensive plan checklist for use in evaluating development proposals and zoning applications for consistency with the Plan’s principles and direction Partnerships x Coordinate with Williamson County on land use, transportation and infrastructure planning x Partner with GISD for planning of future school sites and infrastructure x Adopt a Health and Human Services Element x Support Georgetown Housing Authority (GHA) preservation of units x Support housing non-profits, banks with Community Revitalization Act initiatives, and other community organizations x Partner with TxDOT & the Capital Area Metropolitan Planning Organization (CAMPO) in the development of Gateways and Image Corridors x Provide opportunity for community engagement through outreach and communication. Home Repair x Expand home repair programs to reach moderate income workforce owner-occupied households and small-scale rental properties x Create a dedicated funding source eligible to be used for both workforce and lower income housing rehabilitation Page 97 of 150 133 GGoals, Policies, and AAction Items Term Cost City Staff Lead Goal 1: Promote development patterns with balanced land uses that provide a variety of well-integrated housing and retail choices, transportation, public facilities, and recreational options in all parts of Georgetow n. Policy LU.1 Encourage a balanced mix of residential, commercial, and employment uses at varying densities and intensities to reflect a gr adual transition from urban to suburban to rural development. LU.1.a. Analyze and amend (if applicable) the UDC to ensure that proper transitions and buffering are required between neighborhoods and adjacent commercial areas. 0-2 $$$ Planning Policy LU.2 Promote more compact, higher density, well-connected development within appropriate infill locations. LU.2.a. Analyze and amend (if applicable) the UDC to ensure standards are appropriate for new residential development to allow a range and transition of density, accommodate smalle r residential lots, prioritize open space, amenities and heightened connectivity. 0-2 $$$ Planning LU.2.b. Analyze and amend (if applicable) to accommodate higher density residential developments (e.g., 24+ dwelling units per acre). 0-2 $$$ Planning LU.2.c. Analyze and amend (if applicable) the UDC to support density bonuses and transfer of development rights as incentives for desirable development types and forms. 0-2 $$$ Planning Policy LU.3 Promote development of complete neighborhoods across Georgetown. LU.3.a. Analyze and amend (if applicable) the UDC to promote compact, well-connected neighborhoods and commercial areas pertaining to street connectivity, street design, open space, etc. 0-2 $$$ Planning Policy GC.1 Leverage the Highway Corridors to promote economic development and an inviting, positive image of Georgetown. GC.1.a. Actively partner with TxDOT, Central Texas Mobility Authority and Williamson County on roadway improvements on the intersections with Williams Drive, University Ave, Leander Road and Westinghouse Road during design, construction and maintenance. Ensure design includes pedestrian connectivity (specifically for the areas between Leander Road and Lakeway Drive) and gateway features (signage, landscaping, etc.). OG $ Public Works Page 98 of 150 134 PLAN IMPLEMENTATION GGoals, Policies, and AAction Items Term Cost City Staff Lead GC.1.b. Analyze and amend (if applicable) the UDC to ensure the Community’s vision for Highway Corridors, as described in Gateway Overlay Exhibit in the adopted Land Use Element, are reflected. 0-2 $$$ Planning GC.1.c. Develop a plan (design, location, funding, coordination) to establish a gateway entry feature along southbound I-35. 0-2 $$$ Facilities GC.1.d. Identify additional highly visible locations along key corridors to emphasize branding elements (e.g., entryway signage with enhanced landscaping, branding designs on overpasses and bridges, and unique streetscape and public art features). 3-4 $ Planning GC.1.e. Prioritize, develop funding and install branding elements. 5+ $$$$ Facilities GC.1.f. Coordinate the use of tree mitigation funds at key, prioritized intersections (i.e. Williams Drive and SH29-University). 3-4 $ Parks & Rec Goals, Policies, and Action Items Term Cost City Staff Lead Goal 2: Reinvest in Georgetown’s existing neighborhoods and commercial areas to build on previous City efforts. Policy LU.4 Encourage redevelopment in target areas. LU.4.a. Utilize the Utility Master Plan and CIP process to weigh/prioritize improvements in target areas. OG $$$ Systems Engineering LU.4.b. Analyze and amend (if applicable) the UDC to develop a Williams Drive Gateway Overlay Zoning District (Austin Ave to Jim Hogg Rd) that supports the vision established for the corridor in the 2017 Williams Drive Study. 3-4 $$$ Planning LU.4.c. Analyze and amend (if applicable) the UDC include an Urban Gateway Overlay Zoning District to support a more intense urban design that reflects the development of established corridors such as Austin Avenue, SH29 (University). 3-4 $$$ Planning Page 99 of 150 135 GGoals, Policies, and AAction Items Term Cost City Staff Lead LU.4.d. Develop signage and landscaping standards for the Urban Gateway Overlay Zoning District. 3-4 $$$ Planning Policy LU.5 Identify potential opportunities and selectively target, plan, and promote development/reuse initiatives. LU.5.a. Develop a process to identify and develop small area plans for redevelopment in target areas. 3-4 $$ Planning Policy H.2 Preserve existing neighborhoods in targeted areas. H.2.a. Submit a budget request to complete a small area plan for the Track-Ridge-Grasshopper Neighborhood. 0-2 $$ Planning H.2.b. Develop a process to identify target neighborhoods. 0-2 $ Planning H.2.c. Evaluate becoming a Community Development Block Grant (CDBG) direct entitlement jurisdiction in FY21. 0-2 $ Planning H.2.d. Develop a dedicated funding source to support small area planning for target neighborhoods. 3-4 $$ Planning H.2.e. Develop neighborhood plans for areas surrounding the downtown overlay district or transitional areas identified in the Downtown Master Plan to address key preservation issues, such as encroachment of incompatible uses. 3-4 $$ Planning Policy H.2 Preserve existing neighborhoods in targeted areas. H.2.f. Review feasibility and applicability of Neighborhood Empowerment Zones for preservation and reinvestment purposes. 3-4 $ Planning Page 100 of 150 136 PLAN IMPLEMENTATION GGoals, Policies, and AAction Items Term Cost City Staff Lead Policy WD.2 Enhance the urban form and character of the Subarea (Land Use). WD.2.a. Use tree mitigation funds for right-of-way planting materials within the Williams Drive Gateway. OG $$$ Parks & Rec WD.2.b. Guide the desired development pattern for the Williams Drive Gateway through the adoption of a mixed use, special area plan overlay, or other zoning district. 3-4 $ Planning WD.2.c. Enhance Williams Drive at I-35 intersections through landscaping and other similar improvements. 3-4 $$ Public Works WD.2.d. Create development standards to provide open spaces within the boundaries of the Williams Drive Gateway Subarea Plan. 3-4 $$$ Planning WD.2.e. Create development standards to strengthen the Williams Drive Gateway unique identity through aesthetic enhancements such as landscaping, street lighting, signage and building design. 3-4 $$$ Planning Policy GC.2 Utilize the Downtown Corridors to retain and enhance Georgetown's historic, small-town charm. GC.2.a. Analyze and amend (if applicable) the UDC to ensure consistency between the Downtown/Old Town overlays and the Downtown Corridor overlay. 0-2 $$$ Planning GC.2.b. Analyze and amend (if applicable) the UDC to ensure the Community’s vision for Downtown Corridors, as described in Gateway Overlay Exhibit in the adopted Land Use Element, are reflected. 0-2 $$$ Planning Page 101 of 150 137 GGoals, Policies, and AAction Items Term Cost City Staff Lead Goal 3: Provide a development framework that guides fiscally responsible growth, prot ects historic community character, demonstrates stewardship of the environment, and provides for effective provision of public services and facilities. Policy LU.6 Continue to promote diversification of uses while strengthening the historic character and supporting the existing historic n eighborhoods. LU.6.a. Analyze and amend (if applicable) the UDC to ensure consistency with the vision, goals and policies of the Downtown Master Plan. 0-2 $$$ Planning Policy LU.7 Strengthen Georgetown’s image and quality feel within enhanced gateways and commercial corridors. LU.7.a. Analyze and amend (if applicable) the UDC to identify incentives (e.g., density bonus, reduced setbacks, and fee waivers, grants) to encourage high-quality building materials at key corridors and nodes including Williams Drive at I –35 and SH29 (University) at I–35. 3-4 $$$ Planning LU.7.b. Update and renew the 1965 TxDOT right-of-way maintenance agreement to ensure improved beautification, ease sidewalk improvement process and to support city standards for landscaping and gateway signs. 0-2 $ Public Works LU.7.c. Designate five percent of project costs of all city lead roadway improvements associated with the gateway corridors to be applied to landscape and road frontage beautification. For projects lead by TxDOT, CTRMA or Williamson County, develop funding sources to support heightened beautification that supports the vision of the Gateway Image corridors. 3-4 $$ Public Works Policy LU.8 Protect and promote land uses that support Georgetown’s target industries, support diversification of the City’s tax base, an d enhance economic development through intentional infrastructure planning, recruitment, and the land use entitlement process. LU.8.a. Identify key capital improvements needed in Employment Centers and utilize economic development tools (e.g., Business Improvement Districts, 4A and 4B sales tax revenues) to encourage target industries within Employment Centers identified on the Future Land Use Map. OG $ Economic Development LU.8.b. Update the City’s Retail Recruitment study. 3-4 $$ Economic Development Page 102 of 150 138 PLAN IMPLEMENTATION GGoals, Policies, and AAction Items Term Cost City Staff Lead Policy LU.9 Adopt development practices that preserve and enhance the environment. LU.9.a. Analyze and amend (if applicable) the UDC to identify opportunities to reduce the impact of development without substantially increasing the cost (e.g., maximum impervious surface, natural drainage, building orientation, increased density, and enhanced pedestrian/bike connectivity). 0-2 $$$ Planning LU.9.b. Update applicable City plans and standards in the Construction Standards and Specifics Manual. OG $ Systems Engineering Policy LU.10 Support the City’s growth and development using a dec ision framework that promotes fiscal health, safety, and quality of life for our current and future residents. LU.10.a. Develop a tool to assist in the evaluation of land use changes such as rezoning and comprehensive plan amendments. 0-2 $$ GIS LU.10.b. Continue to use the Fiscal Impact Model to evaluate the net fiscal impact of potential developments, including PUDs, annexations, development agreements and comprehensive plan amendments. OG $ Planning LU.10.c. Analyze and amend (if applicable) the UDC criteria for voluntary annexation. 3-4 $$$ Planning Policy GC.3 Ensure that the Scenic Corridors preserve the natural, rural character as the City continues to grow. GC.3.a. Analyze and amend (if applicable) the UDC to ensure the Community’s vision for Scenic Corridors, as described in Gateway Overlay Exhibit in the adopted Land Use Element, are reflected. 3-4 $$$ Planning Page 103 of 150 139 GGoals, Policies, and AAction Items Term Cost City Staff Lead Goal 4: Guide, promote, and assist the preservation and rehabilitation of the City’s historic resources. 4.b. Adopt a Historic Preservation Element (in conjunction with a Downtown Master Plan Update) through partnerships with businesses, nonprofits and State preservation organizations. 3-4 $$ Planning 4.a. Analyze and amend (if applicable) the UDC for feasibility of incentivizing preservation of existing structures through increased flexibility of development standards. 0-2 $$$ Planning Goals, Policies, and Action Items Term Cost City Staff Lead Goal 5: Ensure effective communication, outreach, and opportunities for public participation and community partnerships to fo ster a strong sense of community. 5.a. Publish the Comp Plan Annual Report. OG $ Planning 5.b. Establish a timeframe for review and possible update to the City's 2010 Citizen Participation Element. 3-4 $$ City Manager’s Office Goals, Policies, and Action Items Term Cost City Staff Lead Goal 6: Ensure access to diverse housing options and preserve existing neighborhoods for residents of all ages, backgrounds a nd income levels. Policy LU.11 Encourage innovative forms of compact, pedestrian friendly development and a wider array of affordable housing choices throug h provisions and incentives. LU.11.a. Analyze and amend (if applicable) the UDC to allow more compact residential development (e.g. lot size, street width, setback, ranges in density). 0-2 $$$ Planning Policy H.1 Preserve existing housing stock that contributes to diversity and affordability. H.1.a. Evaluate potential funding sources, such as HOME, CDBG, sales tax revenue, housing bonds, future tax increments, the Community Reinvestment Act, and/or philanthropic partners, to incentivize the rehabilitation of existing single-family, duplex, quadplex, and multi-family homes. OG $ Planning Page 104 of 150 140 PLAN IMPLEMENTATION GGoals, Policies, and AAction Items Term Cost City Staff Lead H.1.b. Maintain home repair program for low income homeowners. 0-2 $ Planning H.1.c. Evaluate and catalog small scale multi-family units for preservation and multi-family rehabilitation program. Study opportunities for multi-family tax exemption programs. 3-4 $ Planning H.1.d. Expand homeowner home repair to workforce homeowners. 0-2 $$ Planning Policy H.1 Preserve existing housing stock that contributes to diversity and affordability. H.1.e. Coordinate with regional partners who might preserve units in Georgetown through Impact funds. OG $ Planning H.1.f. Create dedicated and stable funding sources for home maintenance and repair programs, such as Community Reinvestment Act funds or a Tax Increment Reinvestment Zone (TIRZ). 3-4 $$$ Planning H.1.g. If need is present is H.1.c, develop a multi-family rehabilitation program to address need. 5+ $$$ Planning Policy H.3 Support owners’ ability to stay in homes in neighborhoods with rapid value increases without limiting the sale of the home. H.3.a. Define metrics to classify “neighborhoods with rapid value increases” to consistently identify areas of focus (e.g., average annual increase of median home value). 0-2 $ Planning Policy H.4 Maintain and promote neighborhood character and quality. H.4.a. Coordinate with local organizations (e.g., faith-based, scouting, or other community service groups) to organize a neighborhood clean-up day annual calendar. OG $ Planning H.4.b. Encourage the neighborhood traffic management program to identify issues and alternatives to congestion and maintenance based on community feedback. OG $ Public Works Page 105 of 150 141 GGoals, Policies, and AAction Items Term Cost City Staff Lead H.4.c. Support the establishment of neighborhood associations. 0-2 $ Planning H4.d. Build BEST (Beautiful, Engaged, Safe, & Thriving) Neighborhoods program to promote and support neighborhoods. 3-4 $ Planning Policy H.5 Support and increase rental choices for low-income and workforce households, unless the housing is substandard. H.5.a. Evaluate the needs of the Georgetown Housing Authority’s programs and identify potential support the City can provide including, but not limited to, the use of CDBG funds, and energy efficiency upgrades. OG $ Planning H.5.b. Support the Low-Income Housing Tax Credit (LIHTC) developments that meet the City’s defined process. OG $ Planning H.5.c. Analyze and amend (if applicable) the UDC to identify opportunities to improve Workforce Housing Development standards (e.g., lot size, setbacks, density, parking and coverage) to support low income and workforce renters. 0-2 $$$ Planning H.5.d. Evaluate city policies for inclusion of workforce housing incentives, including special districts (MUD, PID) and special finance districts (TIRZ). 0-2 $ Planning H.5.e. Incentivize multi-bedroom rental housing options for families with children or seniors (multi- generational housing). 3-4 $$ Planning Policy H.6 Support rental choices for senior households. H.6.a. Evaluate the needs of the Georgetown Housing Authority’s programs and identify potential support the City can provide including, but not limited to, the use of CDBG funds, and energy efficiency upgrades. OG $ Planning Policy H.7 Increase homeownership choices for workforce households. H.7.a. Support nonprofit developers to increase homeownership choices for workforce households. OG $ Planning Page 106 of 150 142 PLAN IMPLEMENTATION GGoals, Policies, and AAction Items Term Cost City Staff Lead H.7.b. Analyze and amend (if applicable) the UDC to identify opportunities to improve Workforce Housing Development standards (e.g., lot size, setbacks, density, parking and coverage) to support workforce homeownership opportunities. 0-2 $$$ Planning H.7.c. Identify potential revenue sources for creating a housing fund for use in development agreements and programming. 0-2 $ Planning H.7.d. Establish down payment assistance program for workforce homebuyers. 5+ $$$ Planning 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). H.8.a. Develop a Health and Human Services Element for the comprehensive plan, as required by City Charter. 3-4 $$ Fire Policy H.9 Encourage and incentivize new housing and reinventions or additions to existing housing to provide a mixture of housing types, sizes, and price points. H.9.a. Update MUD/PID and residential PUD policies with definition of housing diversity. 0-2 $ Planning H.9.b. Analyze and amend (if applicable) the UDC Housing Diversity Development standards to strengthen incentives. 0-2 $$$ Planning H.9.c. Analyze and amend (if applicable) the UDC requirements and development standards for accessory dwelling units (ADUs). 0-2 $$$ Planning Policy H.10 Ensure land use designations and other policies allow for and encourage a mixture of housing types and densities across the community. H.10.a. Analyze and amend (if applicable) the UDC Special District Policy to build on the existing requirement for diversity in housing stock to include a portion of the development that addresses affordability for the 60- 120 percent Area Median Income (AMI) segment. 3-4 $$$ Planning Page 107 of 150 143 GGoals, Policies, and AAction Items Term Cost City Staff Lead Policy H.11 Promote aging in place opportunities by aligning land use policies and transportation policies that promote a housing market capable of accomm odating residents throughout all stages of life. H.11.a. Pursue Strategic Partnership grants focused on agencies that promote aging in place/community. OG $ Planning Policy H.12 Actively seek and build public and private partnerships to leverage resources and promote innovation. H.12.a. Continue regular coordination with local nonprofit organizations, Williamson Count y, Georgetown ISD, Texas Department of Housing and Community Affairs, and local major employers. OG $ Planning Policy H.13 Align housing goals with other city policies and strategic plans. H.13.a. Conduct a review of City policies and plans to identify potential conflicts and opportunities to support implementation of the 2030 Plan Update’s Housing Element policies. 3-4 $ Planning Policy H.14 Provide opportunity for community engagement through outreach and communication. H.14.a. Expand community education and outreach programs to inform residents of available support, such as homebuyer education services, home rehabilitation grants, utility billing assistance, homestead exemptions, nonprofit partnerships for home maintenance and City Georgetown Housing programs. 0-2 $ Planning Page 108 of 150 144 PLAN IMPLEMENTATION GGoals, Policies, and Action Items Term Cost City Staff Lead Goal 7: Maintain high quality infrastructure, public safety services, and community facilities. Policy LU.12 Support public safety services and infrastructure to ensure that Georgetown continues to be a safe, welcoming community that serves all residents. LU.12.a. Establish a time frame for review and possible update to the Public Safety Element. 3-4 $$ City Manager’s Office Policy GC.1 Leverage the Highway Corridors to promote economic development and an inviting, positive image of Georgetown. GC.1.g. Develop a budget to support increased landscape maintenance along the Gateway Image Corridors. 3-4 $$ Facilities Goals, Policies, and Action Items Term Cost City Staff Lead Goal 8: Actively partner with GISD, Williamson County, other governmenta l agencies, and local organizations to leverage resources and promote innovation. Policy LU.13 Promote development decisions that serve the needs of our interlocal government partners. LU.13.a. Annually present the Future Land Use Map to GISD and Williamson County for feedback and coordination on future development planning. OG $ Planning LU.13.b. Seek opportunities for shared recreation facilities when new schools are planned. OG $ Parks & Rec LU.13.c. Coordinate with the school district demographer to partner on housing projections. OG $ Planning Policy WD.3 Use strategic public/private partnerships to promote a new form of development (Opportunities for Partnerships). WD.3.a. Draft and adopt a grant program to incentivize or assist in signage, street frontage landscaping and other streetscape improvements. 3-4 $$$ Planning Page 109 of 150 145 GGoals, Policies, and Action Items TTerm Cost City Staff Lead WD.3.b. Evaluate the adjustment of the Tax Increment Reinvestment Zone (TIRZ) boundary to include the entirety of the Subarea and develop a TIRZ spending plan. 0-2 $ Finance WD.3.c. Work with Georgetown Independent School District (GISD) on the potential redevelopment of a catalytic site. 0-2 $ Planning Goal 9: Maintain and add to the existing quality parks and recreation. Policy LU.14 Ensure that the subdivision and development processes include consideration of the way in which residential lots relate to parks and open space, emphasizing adjacency and accessibility to parks and open space. LU.14.a. Update the City’s 2009 Parks, Recreation, and Open Space Master Plan. 0-2 $$$$ Parks & Rec Goal 10:Improve and diversify the transportation network. Policy WD.1 Make connections through and within the Subarea (Connectivity). WD.1.a. Create transit stops to improve access to GoGeo and evaluate feasibility of a bus pull-in lane within the Williams Drive Gateway. 3-4 $$ Public Works WD.1.b. Fill in the sidewalk gaps to increase pedestrian connectivity, including the improvements in the Implementation Plan of the Williams Drive Study for the Centers Area. 3-4 $$$$ Public Works WD.1.c. Ensure traffic calming on parallel connections to reduce cut-through traffic and promote public education efforts regarding alternate routes. 5+ $$$ Public Works WD.1.d. Improve connections between parcels and create a network of street, including the connections and system improvements as described in the Implementation Plan of the Williams Drive Study for the Centers Area. 5+ $$$$ Public Works WD.1.e. Improve traffic flow and access management through improvements in the Implementation Plan of the Williams Drive Study for the Centers Area. 5+ $$$$ Public Works Page 110 of 150 146 PLAN IMPLEMENTATION GGoals, Policies, and Action Items TTerm Cost City Staff Lead WD.1.f. Evaluate (model) proposed roadways in the Subarea during the next update of the Overall Transportation Plan (OTP). 3-4 $ Public Works WD.1.g. Undertake speed study on Williams Drive. 3-4 $$ Public Works Goal 10: Improve and diversify the transportation network. Policy LU.15 Proactively plan investments in transportation and other infrastructure to leverage partnerships with the bu siness community and interested neighborhood organizations and maintain the level of service as the City continues to grow. LU.15.a. Adopt a new Overall Transportation Plan. 3-4 $$$ Public Works LU.15.b. Support transportation infrastructure improvements using 4A and 4B type funds that support economic development in key locations. OG $ City Manager’s Office LU.15.c. Re-evaluate and confirm priority of segments identified in the Sidewalk Master Plan through an update to the plan and secure potential funding for out years. 3-4 $ Public Works Page 111 of 150 Housing Advisory Board (HAB) Training Guide Page 112 of 150 Table of Contents •Introduction to Planning Team & Mission of the Department •Commission Bylaws and Meeting Procedures •Components of the Housing Element •Housing Tax Credit Resolution process •Current Housing Programs •20/21 Work Plan Page 113 of 150 Planning Department Mission The Georgetown Planning Department is committed to actively preserving the community’s heritage, and shaping its future by implementing the City’s adopted vision and promoting a high quality built environment. Page 114 of 150 Bylaws & Meeting Procedures Page 115 of 150 Bylaws •Historically meets once monthly (3rd Monday) •Seven (7) members appointed by City Council for two-year terms, eligible for two (2) consecutive terms •Officers serve two (2) year terms •Chair or three (3) members may call special meetings •Subcommittees Page 116 of 150 Responsibilities •Ensure affordable housing for residents at all income levels •Long-range housing research and policy recommendations with the 2030 Housing Element •Reviewing and making recommendations regarding housing development that requests city support for state and federal funding Recommending body for: •Housing Tax Credit Resolution Requests Page 117 of 150 Public Hearing Procedures •Speaker registration forms should be turned into the Board Liaison and/or Chairman prior to the start of the meeting. •Speakers limited to 3 minutes unless an additional 3 minutes have been ceded to speaker. •Chair reminds speaker of their 3 minutes and they are on the clock. •3 minute time limit –Board liaison will notify speaker, time is up.If, speaker continues, it’s the discretion of the chair to allow extended time Page 118 of 150 Public Hearing Procedures •Call for a motion •Motion is seconded, if no second, motion dies •Vote, majority required to approve •Failure to approve a positive motion shall be deemed a denial, per 2.24.140 (H) Boards and Commission ordinance Page 119 of 150 Quorum, Attendance and Correspondence •Quorum is a majority (4 of 7) •It is a Council policy to require a minimum of 75 percent attendance of each member at regularly scheduled meetings, including subcommittee meetings. •Board members are encouraged to notify the Board Liaisons and Chair if they are unable to attend prior to the meeting. •Open Meetings Act Page 120 of 150 Agendas •The agenda will be available online at agendas.georgetown.org the Friday before the meeting. Page 121 of 150 Housing Element Page 122 of 150 2030 Plan –Housing goal and policies Affordability DiversityPreservation Support existing neighborhoods Increase consumer choiceEnsure access to diverse housing options and preserve existing neighborhoods, for residents of all ages, backgrounds and income levels. 2030 Goal Policy Themes Page 123 of 150 2030 Plan Housing Element •Purpose of HE •Appendices with data •Housing Inventory •Subarea Profiles •Affordability Analysis •Housing Toolkit •Update adopted on March 10, 2020 •14 housing policies •Online at 2030.georgetown.org Page 124 of 150 2030 Plan Housing Element LOW INCOME WORKFORCE SENIOR Preservation of units [H1.-H.3] ALL Preservation of neighborhoods [H.4] Affordability of new units [H.5-H.8]Diversity of options [H.9-H.11] Page 125 of 150 Implementation Plan Actions Preservation •Preservation of existing units and home ownership •Support neighborhoods Affordability •Increase supply of affordable options •Support for community housing efforts Diversity •Promote additional housing options •Support for aging in place Page 126 of 150 Housing Tax Credit Resolution Applications Page 127 of 150 LIHTC Tax Credit Information •4% Housing Tax Credits •Non-competitive •Must use tax-exempt bonds •Developer can apply all year •Covers approximately 30% of development cost •Generally serves 60% AMI population –can serve 30-80% AMI •9% Housing Tax Credits •Competitive •limited allocation •March 1 app, July award •Can cover roughly 70% of development cost •Serves 30%-80% AMI population Page 128 of 150 Page 129 of 150 HTC Resolution Request Application •Application Form •Zoning verification or rezoning application number •Public Outreach Plan •Draft Resolutions (Two-times and Support) •Letter of Intent with Detailed Information Page 130 of 150 Resolution request •4% Housing Tax Credits •Resolution of No Objection •Twice the State Average Per Capita if applicable •9% Housing Tax Credits •Resolution of Support or No Objection •Twice the State Average Per Capita if applicable Page 131 of 150 HTC Units Per Capita = Twice State per capita = .0097 *2 = .0194 City of Georgetown = = .027 Twice State Per Capita Calculation 266,524 27,419,612 Sum of LIHTC Units TX Population Est. 1,731 63,062 = .0097 = Page 132 of 150 HTC Resolution Request Process Overview Resolution of Support or No Objection for inclusion in application City Council review and approval Neighborhood meetings (2 with one three weeks prior to Council action) HAB Review and recommendation Application Submitted (6 weeks prior to HAB meeting) Page 133 of 150 Current Housing Programs Page 134 of 150 Current Programs •Home Repair Program •Community Development Block Grant (CDBG) Funding •Unified Development Code –Workforce Housing Development Page 135 of 150 Home Repair Program •Began in 2008 •Partnership with Habitat for Humanity in 2018 •Current funding •General Fund •Conservation Fund (energy and water) •Community Development Block Grant Funding Page 136 of 150 •Partnership with Habitat for Humanity •Preservation of neighborhoods •Energy conservation •Support homeownership and homeowners with Historic requirements for rehabilitation Eligible activities Home Repair Program Page 137 of 150 Home Repair Program Source: City of Georgetown 2030 Plan Page 138 of 150 Home Repair Program •Citywide eligibility to apply for program •Direct outreach efforts •Old Town and Downtown districts •Homeowners in need of utility bill assistance •Seniors in need of accessibility improvements •Awareness of ability to assist urgent repairs (subject to fund availability) Page 139 of 150 Home Repair Program For more information visit: http://housing.georgetown.org/home-repair-program/ Page 140 of 150 Community Development Block Grant (CDBG) Funding Overview •Entitlement communities •Non-entitlement communities can be sub-recipients •CoG is subrecipient of Williamson County •Annual application for funding •Low to Moderate Income (LMI) areas •At least 47% of households have incomes at or below 80% of the area median income (AMI) Page 141 of 150 Page 142 of 150 CDBG Funding •Meet Wilco goals as outlined in 2019-2023 Consolidated Plan •Public Facility and Infrastructure Improvements •Increase Access to Affordable Housing •Decrease Homelessness •Public Services •Affirmatively Further Fair Housing •Funding that can be spent within a year Page 143 of 150 Past use of funds •2013 •$79,400 Wastewater line for Georgetown Project’s NEST Homeless Teen Center •$38,000 Engineering for sidewalks along MLK/3rd and 2nd Street •2014 •$160,000 Sidewalk along the south side of E. 2nd St. from Austin Ave. to College St. •2015 •$87,120 Sidewalk along MLK/3rd Street from Scenic to Austin •2016 •$135,500 Scenic Drive Sidewalk •2018 •$206,824 17th Street Sidewalk and bus shelters •2019 •$75,000 Home Repair program 33 Scenic Drive FY 2016 Page 144 of 150 Past use of funds 34 FY2019 Home Repair –window replacement and roof repair FY2018 17th Street & Railroad bus shelter Page 145 of 150 Unified Development Code (UDC) udc.georgetown.org •Adopted March 11, 2003 •Primary tool to regulate land development •Applies to residential and non-residential development in City limits and ETJ •Establishes procedures for development review •Governed by multiple departments •Workforce Housing Development standards (Section 6.07.04) Page 146 of 150 20/21 Work Plan Page 147 of 150 Proposed Work Plan for 20/21 •Create neighborhood association program •Research housing funding sources •Expand of the home repair program to workforce households •Modify workforce housing standards •Begin Track Ridge Grasshopper neighborhood plan •Support Georgetown Housing Authority needs assessment Page 148 of 150 Helpful Information Websites •housing.georgetown.org •planning.georgetown.org •maps.georgetown.org •agendas.georgetown.org Contact Information Susan Watkins Housing Coordinator Susan.Watkins@georgetown.org 512.930.8477 Page 149 of 150 City of Georgetown, Texas Housing Advisory Board June 15, 2020 S UB J E C T: Update from the Housing Advis ory Board C hair. Lou S nead, C hairpers on. IT E M S UMMARY: F IN AN C IAL IMPAC T: . S UB MIT T E D B Y: Mirna G arcia, Management Analys t Page 150 of 150