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HomeMy WebLinkAboutR-1998-035 Neighborhood Development / Housing program GuidelinesRESOLUTION NO. R-98- 3 A RESOLUTION approving the City of Yakima Office of Neighborhood Development Services Housing Program Guidelines. WHEREAS, the City of Yakima receives Community Development Block Grant (CDBG) and HOME funds from the U. S. Department of Housing and Urban Development; WHEREAS, certain homeownership programs in the City have been developed and implemented with CBDG and HOME funds, such as the following programs: Single Family Housing Rehabilitation; Senior and Disabled Persons Home Repair; Home Ownership New Construction; Down Payment Assistance; and Single Family Rehabilitation/Restoration. WHEREAS, the attached Housing Program Guidelines were reviewed and recommended by the Council Neighborhood Development Committee at its meeting on February 18, 1998; WHEREAS, the City Council believes it to be advisable for the City of Yakima Office of Neighborhood Development Services to have Housing Program Guidelines for the homeownerhip programs; WHEREAS, the City Council deems it to be in the best interest of the City of Yakima to approve the attached Housing Program Guidelines, now, therefore, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF YAKIMA: The City of Yakima hereby approves the attached Housing Program Guidelines. P'1 ADOPTED BY THE CITY COUNCIL this day of March, 1998. ATTEST: City Clerk bb ONDS hh John Puccinelli, Mayor Highlights of Proposed Housing Program Guidelines February 18, 1998 • Program descriptions including new Down Payment Assistance Program • Borrower's responsibilities: 1. bring home up to code 2. Contribute 3% cash equity 3. borrow all necessary funds which together with City assistance and equity are needed 4. maintain property to code 5. approve all payment requests, change orders, and final inspection 6. justify with tax returns, any request to extend a five year deferred loan • City assistance: 1. $20,000 maximum ($2000 for down payment assistance) 2. 2nd lien position 3. maximum deferred loan 5 years with provision to extend if income warrants 4. retain 10% of contractor's funds until final inspection and lien releases 5. subordinate City lien if: a. City loan payment is current and amortizing b. first and second lien do not exceed 80% of appraised value c. subordination is for one of the following to lower interest rate of senior lien to finance additional fixed improvements to our security asset to finance family educational or health costs 6. foreclosure 7. establish and staff a Council approved Loan Committee • Contractor's responsibility: 1. secure insurance approved by City Legal Department 2. obtain private performance bonding (i.e. no longer eligible for City contractor bonding program) after 18 months or $100,000 of City contracts 3. complete all work in a standard workmanship manner • Guideline interpretations and appeal process OFFICE OF NEIGHBORHOOD DEVELOPMENT SERVICES Housing Program Guidelines Throughout the country, cities are being challenged to attract reinvestment and new economic activity to remain competitive in a rapidly changing national and international economy. Competitiveness is critical to maintaining and growing the tax base needed to meet increasing costs of service delivery and infrastructure maintenance. One initiative underway in Yakima is the revitalization of east Yakima neighborhoods. Although not a new program, recent expanded community participation through the City's neighborhood planning process has resulted in a coordinated and multi -dimensional approach to these efforts. Economic development loans, infrastructure improvements, expanded service delivery, and housing programs are being funded with federal entitlement dollars from the U.S. Department of Housing and Urban Development. A significant commitment from these resources has been designated for homeownership programs. Homeownership programs provide two very important benefits: 1) assist families to buy a home in our east Yakima "Gateway Neighborhoods"; and 2) assist families currently living in these neighborhoods to rehabilitate their homes. Why are these efforts important? Homeownership is the backbone of a strong healthy neighborhood, and homeownership begin a journey that can create wealth for a family as property values appreciate. Homeownership creates a "player" out of every family owning their own home. A player who benefits from his or her working together with neighbors to improve their community, protect their investment and increase the value of their property. Such forces can be very strong and can sustain revitalization efforts far beyond the limited resources available through local, state or federal programs. It is this energy and this commitment that must be put in motion and supported. To encourage such private investment in the City's "Gateway Neighborhoods" the following homeownership programs have been developed and implemented with Community Development Block Grant (CBDG) and HOME funds from the U.S. Department of Housing and Urban Development: SINGLE FAMILY HOUSING REHABILITATION: Through this program the City of Yakima provides financial assistance to residents of the City to rehabilitate their home. Assistance is provided in the form of a loan for code required improvements to single family residential structures located in the City's target area east of 16th Avenue. (CDBG and HOME funded) SENIOR AND DISABLED PERSONS HOME REPAIR: This program will fund materials and direct costs for repair to owner occupied low income elderly and/or disabled persons in the City of Yakima. Maximum assistance under this program is $2500 or a lifetime total of $5,000, unless approved in writing by the Manager of ONDS. Such exceptions may only be approved if a single priority emergency repair item requires a higher dollar amount such as roof repair. The average of all projects done during the year shall be $2500. Please note that this program is available city-wide. (CDBG funded) 1 IIOME OWNERSHIP, NEW CONSTRUCTION: Utilizing a contractor set -a -side, this program will assist low and moderate income families purchasing newly constructed homes developed by contractors selected through a competitive process. A total of ten new homes will be built in 1998 in the City's target area east of 16th Ave. (HOME funded) DOWN PAYMENT ASSISTANCE: This program provides financial assistance of up to $2000 for downpayment and closing costs associated with a first time home purchase in the City's east Yakima target area. Families assisted through this program must be low and moderate income. SINGLE FAMILY REHABILITATION/RESTORATION: This new program for 1998 has been designed to provide financial assistance to first time homebuyers who purchase and restore vacant illegally subdivided single family homes back to their original homeownership condition. This program is limited to properties within the City limit east of 16th Ave. (CDBG funded) 1) Note: Federal regulations define a first-time homeowner as an individual or family who has not owned a home in the past 3 years. ENVIRONMENTAL REVIEW RECORD: The Office of Neighborhood Development Services maintains a record of all environmental assessments of activities funded with CDBG and HOME funds. This record is available for review by the public between 8:00 a.m. and 5:00 p.m. Monday through Friday. Copies of the environmental review record will be made available upon request at a cost of .25 cents per page. The Environmental Review file contains: • a listing of all activities funded by CDBG and HOME during the program year • a determination of the degree of environmental impact, if any, of each activity • the basis for the determination • in the event of a negative impact, a summary of the mitigating measures • communication with other agencies • copies of notices and a request for release of funding for each activity All activities are reviewed initially for impacts at the time they are selected for funding. The Environmental Review file is updated throughout the program year as activities are implemented to reflect any change in the determination of impacts due to changes in the location or scope of the activity, and as activities are added or deleted. APPLICANT ELIGIBILITY: 1. A preliminary application submission from the applicant shall include the following: • copy of latest two years IRS tax returns • copy of a current credit report from Yakima Credit Bureau Please note, a first time homebuyer must contribute a minimum of 3% 7 as equity at closing. 2. ONDS eligibility 4 ti with review of income debt ratio and credit history. will prepare an eiigihii;ty evaluation wit�� re'1i�+ of income, ONDS will respond to the applicant in writing within 45 days of receipt of application indicating whether the applicant is eligible or ineligible and why. Applicants will be given an opportunity to respond to the ONDS determination in writing within 30 days or to reapply in the future when issues of ineligibility are resolved. 2 3. An approval letter from ONDS will request the applicant fill out a lender application form and attach the following: • latest two years IRS tax returns (if different from #1 above) • signed employment verification • signed landlord verification (for homeownership assistance only) 4. Upon receipt of the above submission, ONDS will: a. send out employment verifications b. send out mortgage verifications (rehabilitation assistance only) c. update credit report (for homeownership assistance, report shall be updated to a mortgage report) d. order preliminary title report on property CITY LOAN UNDERWRITING: ONDS will provide a maximum of $20,000 ($2000 for downpayment assistance) unless conditions warrant and City Council approves a high amount based upon special circumstances. Special circumstances that could justify additional assistance include; 1) the project's unique positive impact on the neighborhood, or 2) the renovation of an historic structure when at least 85% of total project cost is being provided by other sources. The following criteria will be utilized to determine project feasibility: • applicant must be able, based upon income and credit, to borrow the necessary funds which together with the city's assistance are needed for rehabilitation and/or purchase. • applicant's housing debt ratio (principle, interest, taxes and insurance) do not exceed 30% of gross monthly income and total debt ratio (including housing) shall not exceed 40% of gross monthly income after project completion • no personal bankruptcy within the last three years • no unpaid judgments or liens • no unpaid collections • clear title to property PROPERTY INSPECTION: The applicant's property is inspected based upon the criteria of bringing the home up to HUD minimum housing property standards and the Uniform Building Code. Properties listed on the State National, or local. Register of Historic places will be rehabilitated to the State's Historic Preservation Guidelines. ELIGIBLE IMPROVEMENTS: • structural repair or alterations • roofing • reconditioning or replacement of plumbing, heating, or electrical system • energy conservation (windows and insulation) • exterior painting • accessibility for disabled persons • asbestos and lead paint abatement SPECIFICATIONS AND DRAWINGS: Specifications and drawings are prepared by ONDS and agreed to by signature of the homeowner(s), listing all required work and materials. All work performed and materials supplied must comply with the workmanship and material standards of the trade. Any changes to the contract must be approved in writing by the homeowner, contractor and the Office of Neighborhood Development Services and the homeowner must sign all appropriate documents 3 including modification to contract and loan (if necessary) before work is started. Improvements will be completed under an agreement between the homeowner and general contractor. Homeowner's who can demonstrate their ability to do required work themselves and who are preapproved by ONDS in writing, may perform all or part of the improvements but receive funding for materials only. Program funds ran only he used to pay for the cost of materials, supplies and labor supplied by persons who are unrelated and do not live on the property. BID REQUEST: A letter is sent to all prequalified contractors listed with the Office of Neighborhood Development Services requesting a sealed bid on the work specifications for the home. A copy of the work specifications must be picked up at the Office of Neighborhood Development Services. BID AWARD: The Office of Neighborhood Development Services recommends to the homeowner the lowest bid within a range of 10% above or below the ONDS cost estimate on proposed work specifications. ONDS will review the bids with the homeowner and will recommend the qualified bid. Any owner in disagreement of the qualified bid may accept one of the other bids if they give written justification acceptable to ONDS. If all bids are received outside the 10% above or below requirement, the homeowner may select a submitted bid, request a negotiated bid or request a rebid. PRECONSTRUCTION: A preconstruction conference is schedule between the homeowner, contractor and ONDS. Specifications and drawings are reviewed, lead base paint, disclosures, notice to proceed and other contract documents are signed. The contractor will be responsible for securing all necessary building permits and performing the work specified in a standard workmanship manner within the time lines outlined in their contract agreement. Any request for change of original work specifications or unforeseen work must be submitted in writing as a change order listing the changes and costs. This must be approved in writing by ONDS, contractor and homeowner. A request for an extension of time may be submitted to ONDS in writing by the contractor if weather or unforeseen circumstances arise. With the homeowners written approval, ONDS will notify the contractor if an extension has been approved. PAYMENT: A request for disbursement of funds by the contractor will be filled out and submitted to ONDS. ONDS will inspect the construction work completed and determine the amount authorized to be disbursed. All draws will be approved for payment in writing by the homeowner and ONDS after an inspection of the property. The file ledger will be reviewed to determine if the requested funds are availahle prior to processing disbursement. The source of funds shall be designated on the pay request. FINAL INSPECTION: Prior to release of final payment, the homeowner and ONDS will review the work to determine whether all specifications and change orders have been completed. The homeowner will sign the acceptance of improvements. The contractor will be responsible for obtaining all lien releases prior to submitting a request for final payment. A minimum of 10% of the total contract price will be retained by the ONDS until final inspection and submission of all lien releases. WARRANTY: ONDS staff will inspect completed rehabilitation work and issue the homeowner(s) warranties after 30 days. This warranty package will include the work warranty for one year, the applicable warranty exemptions and information on how to file a warranty problem. A program survey will be performed at the time soliciting the comments from the homeowner on 1) the contractor's work, 2) program policy and 3) staff performance. 4 ARBITRATION All parties to contracts funded in whole or in part by the City of Yakima's ONDS shall agree to binding arbitration if so required by the contract. The rules shall be as follows: 1. Agreement of parties: These rules shall apply whenever the parties have agreed to arbitrate under them. They apply to the extent they are not inconsistent with applicable statute nor with the agreement to the parties. The parties shall be deemed to have agreed to these rules in the form obtained at the time arbitration commenced. 2. Initiation of expedited arbitration proceedings;. An arbitration proceeding is a part of the dispute settlement process which is initiated by the filing of a "demand for Dispute Settlement" with the American Arbitration Association (AAA) for administration pursuant to these rules. 3. Appointment of arbitrator: The AAA Committee shall appoint a single arbitrator from its panel of persons knowledgeable in home construction. 4. Oualifications of an arbitrator: No person shall serve as an arbitrator in any arbitration in which that person has any financial or personal interest in the results of the arbitration. Prior to accepting an appointment, the prospective arbitrator shall disclose any circumstances likely to prevent the prompt hearing or to create a presumption of bias. Upon receipt of such information, the AAA shall immediately replace the arbitrator or communication the information to the parties for their comments. 5. Vacancies: The AAA is authorized to appoint another arbitrator if a vacancy occurs or if an appointed arbitrator is unable to serve promptly. 6. Time and place of hearing: The hearing will be held at the homesite whenever possible or in such other feasible place as the arbitrator may designate. The arbitrator shall fix the time of the hearing, notice of which must be given to the parties at least five (5) business days in advance. 7 . Representation: Any party may be represented at the hearing. 8. Attendance at the hearing: All persons who have direct interest in the arbitration as well as representatives and witnesses are entitled to attend the hearings. The arbitrator shall determine whether any other persons may attend the hearing. 9. Adjournments: Hearing shall be adjourned by the arbitrator only for good cause. 10. No stenographic record: There is no requirement that such records be taken of the proceeding, but any party may make such a provision at their own expense. The parties may make appropriate notes of the proceedings. 11. Proceedings: The hearing shall be conducted by the arbitrator in any manner in which to permit full and expeditious presentation of the case by both parties. Where possible, the parties and the arbitrator shall inspect the homesite and claimed defects. Normally the hearings shall be completed in one day, but the arbitrator may, to obtain additional evidence, or for other good cause, schedule an additional hearing, normally within five (5) days. 5 _ r The _.L'. n.7 in the absence of any 1 2. Arbitration in the absence of i pasty: The arbitration may proceed use an) party, who, after due notice, fails to be present. An award shall not be made solely on the default of the party, the arbitrator shall require the attending party to submit supporting evidence. 13. Evidence: The arbitrator shall be the sole judge of the relevancy and the material of the evidence offered. 14. Evidence of filing of documents: The arbitrator may receive and consider documentary evidence. Documents to be considered by the arbitrator may be submitted prior to the hearing provided a copy is simultaneously transmitted to all other parties. Neither party may submit any written documentation prepared by an conciliator assigned to the dispute. 15. cJoseeof hearing: The arbitrator shall ask whether parties have any further proof to 1 � _ the L,.11 offer or witnesses to be heard. Upon receiving negative replies, the arbitrator shall declare the hearing closed. 16. Waiver of rules: Any party who proceeds with the arbitration after knowledge that any provision or requirement of these rules has not been complied with and fails to state his objection in writing, shall be deemed to waive his right to object. 17. Serving of notice: Any papers or processes necessary for the initiation or continuation of an arbitration under these rules and for any action in connection with or for the entry of judgment on an award made hereunder, may be served upon any party: a. By mail addressed to such party or its attorney at its last known address, or b. By personal service, or c. As otherwise provided in these rules. 18. Time of award: The award shall be rendered promptly by the arbitrator, unless otherwise agreed by the parties, not later than forty (40) days from the date the AAA receives the "Demand for Dispute Settlement". 19. Nature of awards: The award shall be limited to a determination of: a. Existence of the defect or defects claimed. b. Nature of the repair or replacement and time in which the contractor will perform. 20. Form of award: The award shall be in writing and shall be signed by the arbitrator. Findings of the arbitrator shall be in summary form. 21. Delivery of award to parties: Parties shall accept as legal delivery of the award the placing of such award or a true copy thereof in the mail by the AAA, addressed to such party at its last known address or its attorney, or personnel service of the award, or the filing of the award in any manner which may be prescribed by law. 22. Modification and clarification. Upon delivery of the award to the parties, either party may, within twenty (20) days, request modification or clarification of the award. Application for modification or clarification must be sent to the AAA for transmittal to the arbitrator and a copy simultaneously transmitted to all other parties. The arbitrator is not empowered to redetermine the merits of any claim already decided, but may modify tile award if tile arbitrator finds that the award exceeds the scope of the warranty merits coverage. Written objection to modification or clarification must be delivered to the AAA for transmittal to the arbitrator and simultaneously sent to all parties within ten (10) days of the application. The arbitrator shall dispose of an application for 6 modification or clarification within ten (10) days from receipt of objection or the expiration of time to make objection, whichever is earlier. 23. Expenses: The expense of witnesses, expert witnesses or reports for either side shall be paid for by the party producing such witnesses or reports. In the event that the arbitrator shall require the appearance of witnesses, expert witnesses or reports, the costs shall be borne equally by the parties. 24. Interpretation and application of rules: The arbitrator shall interpret and apply these rules in so far as they relate to their power and duties. All other rules shall be interpreted and applied by the AAA, as administrator. LOAN APPROVAL A loan committee and loan committee process approved by City Council, will be utilized to review City assisted rehabilitation and first time homeownership projects. The committee, made up of five representatives from local lending institutions, will review each loan package and make a written recommendation to the City Manager to approve or not approve. A loan package will include the City's subsidy analysis reflecting the first lien loan, applicant's equity participation and the City's subsidy participation. BANK FINANCING: A loan package will be submitted to a local lender. It will consist of a subsidy analysis, application, 2 years IRS tax returns and W -2's, mortgage verification (rehabilitation assistance only), credit report, preliminary title (rehabilitation assistance only) and employment verifications. • Please note that under the Down Payment Assistance program, the applicant is responsible for working directly with the bank of their choice. The City of Yakima's loan will be in a second position to the private lenders financing. The private lender's loan will be maximized to utilize the full amount of borrower's available income with the provision that not more than 30% of the borrower's gross income be committed to housing related expenses. The City's loan may, if circumstances require, be in the form of a 0% deferred loan, for a term not exceeding five (5) years. At the end of the five year period, the City's loan will convert to an amortizing loan at the rate of the first lien note unless borrower can show that family income is insufficient to support such additional housing expenses, in which case, the interest rate may be reduced or the loan deferred for an additional five year term. The Deed of Trust executed with the City's loan documents will include a provision for an annual exterior inspection, and a default provision for failure to correct code violations, if any, cited by the City's building inspector. An Electronic Funds Transfer form with a copy of the appraisal and settlement statement attached will be submitted to the City Manager for signature. A copy of this package will then be forwarded to the City's Finance Department to initiate the wire transfer. The City's loan funds will be transferred to the appropriate Title Company on the day of closing. PURCHASE OF REPOSSESSED HOMES: When ONDS has a home for sale due to a repossession, an applicant will be qualified following standard procedures. At the time the applicant signs the sales and purchase agreement, they will be required to make a non-refundable $100 deposit. 7 RECONVEYANCE: When the City receives final payment or a full payoff of a loan, it is the City's responsibility to provide the title company with signed reconveyance documents. ONDS will submit a request for reconveyance to the trustee along with a copy of a reconveyance ready for signature by the trustee. Theis than forwarderd to the appropriate tide for recording. The reconveyance ., is th, n --- -- - - company- —rr--r-- SUBORDINATION: ONDS will review a request for subordination of our loan on a case by case basis but only if payments on the City's loan are current. ONDS reserves the right to restructure the repayment of the City's loan as a condition of subordination approval. No subordination will be allowed if the additional funds borrowed, plus the ONDS lien, is more than 80% of current appraised value. Subordination may be approved if it can be satisfactorily shown that the purpose of the refinancing is one of the following: 1) to lower the interest rate of a senior lien. 2) finance additional fixed improvements to the home which secures the City's debt, or 3) finance family educational or health needs The City will not subordinate if the first lien is being increased for non -housing related expenses, unless the City's loan is restructured to current market rates. FORE i OcttRE: 1 Y�lva.vvv� Homeowner is notified in writing of any delinquency over 30 days. Failure to become current within 60 days after the written notice may result in initiation of foreclosure process. However, the City may at the City's sole discretion, enter into a repayment plan with the borrower prior to foreclosure. The repayment plan shall bring the note current within 120 days. A loan may be restructured to lower monthly payments if satisfactory evidence of reduced family income is provide, verified, and approved by the loan committee. RELOCATION ASSISTANCE: All families receiving housing assistance, lawfully occupying a property, who are required to move as a direct result of the rehabilitation of their property shall be offered reimbursement for authorized reasonable out-of-pocket expenses incurred in connection with the temporary relocation. Authorized expenses to include: 1. Monthly Rental: Up to a maximum of the listed "Fair Market Rent" for the necessary bedroom sized unit to accommodate the family or reasonable charges of a storage unit, not previously leased or owned by the family, to store their personal belongings and/or furniture. It shall be the applicant's responsibility to locate and secure their temporary housing upon receipt of written authorization from ONDS. 2. Security/Damage Deposits: Refundable deposits for rental or storage unit, gas or electric utilities, truck or trailer rental, necessary equipment for moving. 3. Moving Expenses: Reasonable charges for rental of necessary moving equipment such as a truck, trailer or appliance doily, fuel and non family labor charges. All relocation expenses must be pre- approved in writing by ONDS before the expense is incurred. Reimbursement of expenses shall be based upon reasonable charges verified by not less than three written quotes and a legitimate receipt. 8 Examples of expenses not covered by relocation assistance: No reimbursement shall be paid for the damage or loss of any personal or rental property, injury, monthly utilities for either existing home or rental, meals or groceries, connection or transfer fees of telephone, cable TV or other accessory use. CONTRACTOR QUALIFICATION PROCESS: All contractors working on single family rehabilitation projects assisted through the Office of Neighborhood Development Services (ONDS) will be processed for pre -qualification as follows: Copies of the following must be submitted. These papers will be maintained in the ONDS contractor's file and monitored on an annual basis. 1. A contractor's license issued by the State of Washington, 2. Evidence of liability and other insurance as required and in a form prescribed by the City's Legal Department, 3. A City of Yakima business license, 4. A federal identification number, 5. Minority status disclosure. The contractor will furnish ONDS a minimum of three references of past work related to remodeling of existing homes and small new construction additions. These references will be verified by ONDS Staff for workmanship and code compliance. The final decision will be that of the ONDS Manager. If accepted, a letter will be sent notifying the contractor of his or her placement on the pre -qualified contractor's list. Bid Invitations will then be sent to the contractor. If a contractor is denied, ONDS will send a letter explaining the reason(s) for non-acceptance. The contractor has the right to appeal the decision if it was based on the submitted referenced work. Disqualification on the required documentation cannot be appealed. The appeal must be made in writing within 30 days of the notice of non-acceptance and directed to the Director of the Department of Community and Economic Development, 129 North 2nd St.. Yakima WA, 98901. If the contractor has been disqualified for any reason through the programs sponsored by ONDS, it will be the responsibility of the contractor to take whatever corrective measures are needed to remedy the disqualification. If the contractor feels that through these corrective measures they are again qualified to work for the program, the contractor will have to re- apply through the same procedures as a new contractor. Reapplication cannot be submitted until after a six month time period has past since the date the disqualification occurred. CONTRACTOR ESCROW BONDING: The City of Yakima, Office of Neighborhood Development Services requires Contractors who participate in housing rehabilitation programs to provide a performance bond for contracts in excess of $10,000. ONDS has a self -bonding program that qualified contractors may use for a limited time in lieu of a performance bond. The intent of this program is to assist small start up contracting firms to become established. Once a contractor is established they must purchase a performance bond from their insurance company. Starting January 1, 1998 all existing qualified contractors or new contractors may use ONDS self -bonding escrow program for 18 months or the first $100,000 of ONDS contracts, whichever occur first. This escrow account is used to remedy work not performed under the original contract or the one year warranty. Policies and procedures of self -bonding escrow: 9 1 Each contract requires a payment from the contractor prior to work start of 2% of contract amount. ($25,000 contract @.02=$500). This is a non-refundable payment. 2. The contractor's payment is placed in the ONDS self bonding account to secure the performance and completion of contract. 3. The housing rehabilitation contract will contain a binding arbitration clause. The American Arbitration Association (AAA), conducts all binding arbitrations for ONDS. 4. Upon dispute, the AAA will hold hearings and make a final determination of the work necessary to satisfactorily complete the project. If the contractor does not remedy the findings, or if for any other reason the City is required to expend funds from the self - bonding account to satisfactorily complete a project, the contractor will be disqualified from future participation until the funds are repaid. If the homeowner does not honor the AAA findings releasing the contractor, the repairs will be paid for from this account with no penalty imposed on the contractor and the City will utilities any and all available legal remedies to recover this expense from the homeowner. 5. Reason for using the AAA or payments from the escrow account are: a. The contractor "walks -off the job" with no intention of returning. b. Workmanship disputes between the contractor and homeowner. c. Contractor removed from the job because of the quality of workmanship. d. Warranty work not honored by contractor. e. Material or supplier liens imposed on homeowner for lack of payment by contractor. f. Potential liability suits filed by the homeowner in action contrary to the AAA findings and decisions. SENIOR AND DISABLED PERSONS HOME REPAIR PROGRAM: The Senior and Disabled Persons Home Repair Program is designed to assist low income senior and disable, homeowners with health and safety related home repairs. TYPES OF ASSISTANCE AVAILABLE: • The Regular Home Repair Program offers an average grant of $2,500 for eligible homeowners in the City of Yakima • The Emergency Home Repair Program is a grant that averages $500 annually. eligible emergency repairs are as follows: • No heat • No electricity • No hot water • No sewer • The Exterior Paint Program offers a grant to provide labor and materials to paint the exterior of qualified applicant's homes. Due to limited funding, not all homes can be painted. The Office of Neighborhood Development Services will deter-rnine which homes will meet program standard for painting. Maximum Life Program Benefits: $5,000. (Including Regular Home Repair, Emergency Repairs and Exterior Paint.) APPLICATION Seniors or disabled persons in need of home repairs, contact the Office Of Neighborhood Development Services. The property is inspected to determined if an emergency health and safety issue exists. All other applicant's names are placed on a waiting list in the order they apply for assistance. Applicants must be a senior, fifty-five (55) years of age or older. There is no age 10 requirement for disabled persons, although they must meet social security guidelines for a person with disabilities and receive benefits. The application for the program is taken either in the Office of Neighborhood Development Services, or if requested, in the applicants home by ONDS staff. INCOME All applicants must be low income as defined by current federal median family income guidelines. Income must be at or below 50% of current median family income levels for the family size. Assets cannot exceed $10,000, not including home or vehicles. PROPERTY OWNERSHIP All applicants must own or be purchasing their home and be located within the city limits of Yakima. The applicant must occupy the home on a permanent year around basis. Ownership is verified by tax notification or City computer print-out. ELIGIBILITY VERIFICATION No credit report is required. Staff prepares the lead based paint disclosure which is signed by the applicant. An ONDS staff member prepares the eligibility analysis based on income and ownership verifications. LETTER OF ACCEPTANCE A letter of acceptance for program participation or rejection is sent to applicant, after eligibility has been determined. A staff member then takes pictures of the outside and/or inside of the applicant's home. INSPECTION Property is inspected by ONDS staff based on priority of health and safety needs of the home. WRITTEN SPECIFICATIONS Proposed work plan is written by ONDS staff which lists all the required work and materials. ONDS staff prepares the Environmental Assessment and Lead Based Paint check list based on the property inspection findings. OWNERS ACCEPTANCE The work plan is reviewed with homeowner(s) for required work and materials and the homeowner(s) approves the scope of work by signing the work plan. COST ANALYSIS ONDS staff prepare a cost analysis of materials for the repairs to the home based on the available funds for the program. BIDS ONDS staff requests three sub -contractor's bids for electrical, plumbing, roofing, weatherization and painting as needed. Bids are compiled and awarded to an approved sub- contractor(s) with a qualified bid. WORK SCHEDULE All work is completed under the supervision of ONDS staff. ONDS staff will evaluate the subcontract work force and prepare the Minority participation documentation. FINAL INSPECTION All work is certified through a final Inspection to assure compliance with the approved work plan. A code compliance certification form is prepare by staff certifying that the home meets Section 8 Standards. 11 WARRANTY asked and complete the program evahuatinn during the ONDS Homeowners are to sign a warranty (hiring final inspection after the work has been completed. The Office of Neighborhood Development Services reserves the right to interpret any and all of the above guidelines. All interpretations may be appealed in writing within 30 days of issuance by sending a letter to the Director of the Department of Community and Economic Development at 129 No. 2nd Street, Yakima, WA 98901. These guidelines may be amended from time to time as circumstances dictate. Amended On: 12 MEMORANDUM October 22, 1997 To: Lyjm Buchanan, Mayor and City Council Members From: Otilliam Cook, ONDS Manager Subject: City's Loan Portfolio: October 28, 1997, Continuation of presentation from September 16, 1997. Attached are the recommended improvements to the Residential Loan Program and the packet of information discussed, in part, with Council on September 16, 1997. At the City Council study session at 7:30 a.m. Tuesday, October 28, 1997, this presentation will be continued. At the September 16th meeting there were several questions raised concerning information included in the backup packet. The following has been prepared in response to those questions: 1. Question: Compare Yakima's Medium Family Income with National Medium Family Income. FAMILY OF: 4 5 YAKIN1A 1. 28.100 31.600 35,100 37,900 40,700 U.S. 2. 41,956 54,335 56,748 52,279 45,298 1. Source: 2. Source: U.S. Dept of Housing and Urban Development March 197 Current Population Survey, U.S. Census Bureau 2. Question: Was the owner -occupied property at 206 S. 60th Avenue that was rehabilitated in October of 1985, in the City limits at the time of rehabilitation? Answer: Yes, that area was annexed on July 6, 1975 (Annexation ordinance 1800) 3. Question: On the property located at 802 N. Naches Avenue, was the 405 E "H" Street, and loan amount accurate? Answer: Yes, this parcel includes a Single Family home and a duplex. A total o , three units have been rehabilitated using the HOME Single Family Program. All three units are occupied by one extended family. The parents live in the single family home and their two daughters live in the duplex with their families. The total funding provided by the City was $208,915 made up of a $115,511, 3% loan and a $93,404 deferred loan. The $208,915 total funding includes refinancing the families original mortgage of $40,000, which helped make the entire project affordable. The per unit cost of this project was $69,638. 4. Question: On the property located at 315 N. 9th Street, is the loan amount accurate? Answer: Yes, this project which involves $211,990 of City financing includes a residence for the owner and a state licensed elder care facility for six clients. 5. Question: Please clarify the ramifications and legal implications of the Housing Trust Fund on selling the portfolio and investing. Answer: The sale of the portfolio and the creation of a Housing Trust Fund are two separate issues. The sale of the housing portfolio is currently being evaluated with the intent of bringing Council a recommendation after January 1, 199F Should Council decide to sell the portfolio and wish to invest the proceeds of the sale in future affordable housing programs, the creation of a Housing Trust Fund would be one of several options that will be presented for Council's consideration. Recommended Improvements to Residential Loan Program Objective: Maximize leveraging of private dollars and repayment of City funds. • All non amortizing loans (deferred) to be reviewed every five years Defe'Ted loans to include a provision that as family incomes rise and housing expenses fall below 30% of gross family income, the City's loan will convert to an amortizing loan within the limits of family affordability • Establish a cap on the maximum Cisubs subsidyassistance from the current $r 50,000 to a maximum ect Reduce the average per unity $20,000. • Limit assistance to gap funding: Underwriting should be based on maximizing private borrowing. • Review options to improve management of loan portfolio. a. Sell portfolio and invest funds in a housing Trust Fund b. Commit additional resources to manager existing portfolio • Create loan committee to review staff underwriting recommendations (see attachment D-2) Objective: Implement support programs and contractual obligations to ensure that properties assisted remain a positive incentive for additional private in. estment. • Homeo\\ nership training as a pre -requisite for program participation • Annual exterior inspection of property to insure compliance with City Codes • Enforce city loan.default language for non-compliance with City Codes • Formalize delegation of signature authority to the City Manager for loan documents, Deeds of Trust, and other transactional documents ObjectiN e: Focus efforts on properties which will result in the most positive impact on our target neighborhoods. • Strategically select land for new residential development and homes for acquisition and resale. utilize the following criteria. a. Focus on gateways to the community b. Concentrate activities for maximum impact c. Coordinate wort: with Code enforcement to remove major eyesores Additional items for future discussions: * Construction of new housing vs. rehabilitation of existing homes * Five year commitment to a balanced neighborhood improvement strategy with quarterly performance and financial reports to Council and community • Development of long term investment strategies to create revolving funds for future activities PACKAGE T_QLOAN COMMITTEE Application Credit Report 2 years IRS Employment Verifications Mortgage Verification or Landlord Report Preliminary Title Report Work Write-up and Bids Appraisal Subsidy Analysis APPROVAL CRITERIA Complete Application Eligibility Project scope and feasibility Underwriting MEMORANDUM September 11, 1997 To: Lynn Buchanan, Mayor, City Council Members, and Richard A. Zais Jr. , City Manager From: illiam Cook, ONDS Manager Subject: City's loan portfolio On July 15, 1997, the attached analysis report, of thetCity's loan opasedf that staff distributedortfolio was hedule atpr serration to o Council. In the transmittal letter accompanying the p , was Council on the subject within the next sixty (60) days. The presentation has been 1►scheduled for the Council study session at 7:311 a.m. on Tuesday September 16, meeting is to review the current status of the City's housing loan portfolio and to discuss with Council and receive direction on proposed improvement to the City's loan programs. To assist the Council in preparing for Tuesday's discussion, the following information is being provided as an attachment to this memo: • trend analysis of the City's Single Family and Multifamily loan portfolios including average loan per unit and percent of loans deferred (1991-1997) • current status of loan delinquencies for both Single Family and Multifamily loan portfolios, and • • list of proposed changes to the City's residential loan programs In discussing policy recommendations ,cfor the'�CiartY's ohjeeti housing programs, maximizing important ng program such changes in the context c p Y effectiveness. 1. maximize leveraging of private dollars and the repayment of City funds 2. implement support programs and contractual obligations to insure that properties assisted remain a positive incentive for additional private investment, and 3. focus efforts on properties which will result in the most positive impact on our target neighborhoods Housing programs and housing assistance to low and moderate income families is a very important element of a balanced neighborhood revitalization strategy. Improving the condition of the housing stock and attracting new homeowners Stimulates additional private investment, increases pride and community volunteerism, raises property values thereby redistributing the property tax burden across the entire community, provides jobs for contractors and their sub -contractors, and sales for building material supply houses thereby increasing sales tax revenue. These henel its, liowever, ,will oily he fully realized at 1"}��dt �.ecommetlatic ns have there is long tenn sustainable developed community � support for homeownership programs. address current concerns and to strengthen community confidence in our residential programs. .,.,�.�.� n�v�r nPAifiNT DEPARTMENT OF COMMUNITY AND ECONOMIC D `ILO Offiee of Neighborhood Development Services 112 South Eighth Street Yakima, Oi ashingtort 98901 Fax (509) e�e_�ct76 Phone (S09) 575.6101 = F -617 MEMORANDUM JULY 15, 1997 To: Lynn Buchanan, Mayor, City Council Members, Richard A. Zais Jr. , City Manager From: William Cook, Neighborhood Development Services Manager Subject: Housing Program History City Council, the attached report reflects the program As requested by the Yakima �ot3nc.a, .��.. ..,.a., report of the City's housing programs over the past 16 years. Background: The U.S. Depaitment of Housing and Urban Development (HUD) provides funding to communities through tie omnu j}Development�lock Grant , IiO ME and other federal piogram,Within 1eL,oHUD regulations, and City policy, these funds may be used for various activities that benefit low and moderate income families, including housing. Municipalities eetemloca Ine dsf funds prioritiehave tes discretion to design their housing programs Historically, housing programs have been utilized to address one or more of the follow ing: * Increase homeownership rates in low income neighborhoods Increase availability (supply) of affordable housing, both rental and homeownership, for low and moderate income families • Attract new private investment into neighborhoods that are experiencing decline • Assist elderly and low income families to maintain their property to code * Create revolving funds from loan repayments to finance housing programs into the future * Increase the property tax base Program Structure: Depending on the goals selected, housing assistance is generally structured as 1) an amortizing loan, 2) a deferred loan or 3) a grant. in Yakima, the City's Single -Family Rehabilitation Program and time City ,s defRecTed loanis silnceion 1984.ogMoreram lrecently utilizedave other a combination of amortizing Ioans a housing programs have been developed or amended to include amortizing loans notably the Single -Family Rehabilitation Program which has made such Ioans since 1986. re; :O. VI..Nr: os..' Summary of Performance: 1980- 1997 +?! Units Avg. City S No. of Defaults % of Defaults Program 4 3% Single Family Rehab 136 $20,974 3 2% Homeownership 164 24,928 Rental Rehab 372 20,498 0 0% • • DEFAULTS (Amortizing loans) Program Loan Reason for Date Default SF Rehah 1988 bankruptcy SF Rehah 1993 bankruptcy SF Rehah 1994 bankruptcy SF Rehah 1994 bankruptcy Homesteading 1990 bankruptcy Homeownership 1990 bankruptcy Status City foreclosing/owner to remedy with cash City foreclosed/new owner selection underway Lender foreclosing/City has deferred • City foreclosing/owner to remedy with cash City foreclosed/new owner selection underway City foreclosed/new owner in home 1992 job loss City foreclosed/new owner Homeownership in home From: Subject: Date: City of Fnhliva Interoffice Communication Office of Neighborhood 1)evelojixiwxrl Services 1lousing Staff allti Related Associated Nonprofit Agencies William Cook, Neighborhood Development Services Manger 1997/98 Federal Median Income Guidelines July 16, 1997 guidelines issued annually United States Department of dousing and The following income �,t[)uceasta.a e�aae�-•. F+a}••��••,r by the United Development will be the maximum income amounts allowed for applicants in the Sing1e- Family, Senior/Disabled, 1 I01'1; 3 ,HOME and New llomeownership programs. All applications received after this date will be approved using the new income guidelines. Family Size Over $24,600 $28,100 100°0 80% $19,650 $22,450 (6%) 60% (3%) 50:0 OWj Eight percent of base (family of 4) added to the family of 8 income base for each additional family size ietiuiienacnt; la—"y of 9-10, etc. $14,760 1 $16,860 $31,600 $35,100 $37,900 $40,700 $43,500 $25,250 $28,100 $30,350 $32,550 $34,800 $37,050 $18,960 $21,100 $22,700 1 $24,400 $26,100 $27,800 $12,300 $14,050 $18,950 I $20,350 $21,750 $23,150 This guideline supercedes the memo of July 10, 1997 SINGLE FAMILY REHABILITATION LOAN HISTORY YR ADD_iE S_____'�_ .-DAN--.-LPAN 87 30 606 S_6TH ST. 606 S. 6TH ST. 31 1802 S7TH_ST. :802 S,7TH ST. 32 '1416 S. 12TH AVE. 11416 S. 12TH AVE. 33 '310N 6TH ST. 1 1310 N6TH ST. i 34_1613 S. 6TH.AVE._ _1613 S_6TH AVE. 35 1216 S. 15TH AVE.._ _ _1216S 15TH AVE._ 36 805 S. 13TH AVE_ _ _37 1403 JEFFERSON AVE 38 607 S. 6TH ST. 39 _519 t� 26TH AVE._ 519 N. 26TH AVE. ME_ AMT 4/2187 $6,000.00 0% 4/2/87, $5,962.00 0% DEF 4/15/87_ 1700 6% 950. 4/15/87 $7,911.00 WA DEF __ 517/87 $5,250.00_ 3% =2 5/7/87, $5,225.00 0% DEF 5/11/87 $12,037.00 0% DEF 5111/87 112,050.00 6% _5/28%87 14,560.00_ 3% _5/28/87 $4,606.00 0% DEF _ 8/24/87 ___211,850.®0 8124/871 $11,827.00 INT yIQ TERM ' COMMENTS 9ROGRAM 120 PD OFF SF DEF 108 .PD OFF DEF: 120 WEST ONE COLL SF SF SF SF SF 6% $131.66 0%; DEF -9118/87_/ $9,592.00 0%11 DEF 1013/87, $11,867.58 _0%' DEF 11/17/871 $12,450.00 0% DEF 12/9/87 12_0,200.00 0%1 $92.29 12/9/87 $11,340.00 0%t DEF $160,677.58 B8 40 1222 QUEEN AVE 2126/88' $3,865.00 1222 QUEEN AVE. 1 /26 /88_ DEF DEF 120 96 DEF 120 PD OFF PD IN FULL 95 SF SF SF SF WEST ONE COLL DEF DEF DEF SF SF SF SF DEF PD OFF SF 120 WEST ONE COLL ! SF DEF 0% DEF DEF 0,864.00 6%1 $168.00 168 4_1_16 N 37TH AVE. _ 4/11/88 _42_807 S _7TH ST__ -55/24/88, 43 919 S 25TH AVE_ 717188i 919 S 25TH AVE 7f7/88 44 706 S 14TH AVE. 11/16/88 706 S. 14TH AVE. 11/16/88 $14,450.00 0%; DEF DEF $17,850.00 0%' $74.38 240 $4,750.00 6%1 $34.031 240 $21,450.00 0%' DEF I DEF $17,800.00 6% $185.58 102 DEF $14,800.00 0%' $98,829.00 DEF 89 45 303 S_ 10TH ST. i 4/21/89 $28,560.00 0% 303 S. 10TH ST. ;__4/21/89, $15,440.00 0%DEF 46 1202 BUWALDA 1 6/13/891 $46,250_00 0%' DEF 47 712 S. 8TH ST_ 1 6/28/89 $25,050.00 6%' -A-5-41-1 5.17TH AVE. 9129/89' ;$ 36'7 0%r DEF 90 116 N. 7TH ST. 1206 S. MEAD 4/28/90 '1308 PLEASANT '1309 LANDON_ 1310 JEROME 3/28/90 11401 S. 5TH AVE. 1417 ROCK AVE. 1504 S. 12TH AVE. '1608 QUEEN AVE. 1608 QUEEN AVE. 209 S. 7TH ST. 607 N. 4TH AVE. 63 W. MEAD SF WEST ONE COLL i SF SF FORECLOSING SF WEST ONE COLL SF SF WEST ONE COLL ; SF SF 240 ISOLD/PD OFF '96 j SF DEF I 1 SF DEF I SF 128 ISOLD/PD OFF SF DEF I SF REHAB INCLUDED IN 203K PURCHASE 203K 203K 4/30/901 5/10/90 • 203K • 203K 7/19/90. • 5/17/901 4/12/90 4/23/90 3/1/90. 6/8/90 4/23/90 • • 203K 203K 203K 203K 203K • 203K • 713 S. 4TH AVE. 1/29/90 • 203K 5/25/90 6/26/90 • 203K 203K 203K SINGLE FAMILY REHABILITATION LOAN HISTORY YR ___A ® DDRES �-I_-LO . _p AN i _DATE I Air 93 84 1 8TH ST. _ 4/5/93; $2_9,500.00 85 616 N. NACRES 4/6/93, $11 755.17 86 814 N. 15th AVE. _4/12/93 $24000.00 87 320 S. 9TH ST. 4/19/93 _ $8,151].00 _4 87 �J_5/7193; $46,423.00 88 1121 WIL�OW_�_ _ 89 ' 1106 N_. NACRES AVE. 5/11/93_ $10,650.00 90 311 N 9TH ST. 6/4193; $24 850.00 '91 1410 FAIRBANKS__ 1 7/8/93; $39,650.00 J992_ 411 SS4T - ST. : 8127193' $§„100.00 93 _914 E. CHESTNUT 1 1011101, $16 450,00 I 1 914 E. CHESTNUT I10/1/931 $16,450.00 $406,887.97 94 94 1904 SLIGER 3/2/94, $10,950.00 95404 15TH AVENUE , 3/16/94 $12,907.42 96 905 N 4TH AVENUE ; 3/24/94. $21,8600.38 4 - 97 1_205 S3RD A,T SiENUES/25/94 59,560.37 98 508 S. 6TH AVENUE I 6/22/94,____$20,72117_1_91!! 99 312 N. 77H STREET 6127/94 $22,957.69'{ 0%� 100 807 S 4TH AVENUE 7/13/94 119,321.8___1_6% 3% 0% 0% 3% $54.42 00% _--DEF -- 6% $239.33 0% DEF 6% 0% 137.08 DEF $93.65 DEF DEF 3% A% V0% 0% 318 YAK FED COLL DEF DEF _188 335 - -DEF 147 DEF 76 120 DEF YFSF YFSF YAK FED COLL YFSF WEST ONE DOLL FSF YFSF YFSF YFSF PD OFF 1996 YFSF YAK FED COLL YFSF YFSF YAK FED COLL YAK FED COLL YFSF YFSF/CHIM DEF $76.00 179 DEF DEF DEF � DEJ DEF DEF 1 DEF DEF 5164.00 179 'FORECLOSING DEF I DEF DEF (FORECLOSING DEF DEF WEST ONE COL 101_1313 MCKINLEY—7/i4/94 $23,750.00_;_0%' DEF 102 309 E. "I" ' 7/26/_94 $21,499.74 103 217 UNION 9/28/94 $26,539.19 , 0%'_ 104 1410 S. 3RD AVENUE 10/7/94 $2,N3.38 0% $63.98 105 1202_ROCK _11/3/94_ 00 0 / S40 00 1202ROCK __ __ 11/3/94 106 107 S BTH STREET 11/14/94 107 909 N. 4TH STREET 12/1/94 909 N 4TH STREET 12/1/94 DEF YFSF/CHIMI 95 108 718 N 4TH AVE. , 1/24/95 109 1508 FOLSOM 2/23/95 110 614 S. 10TH STREET 614 S. 10TH STREET 111 510 N. 7TFi STREET • 112 1002 LANDON q/4/95 1002 LANDON z 5/_1_§/95 _ 5/18/95_ r- r;/1'195 _ 5/30/95 116 402 S. --67f ST. 117 204 N. 6TH ST. ± 7/11/95 .204 N. 6TH ST. 7/11%95 118 8125. 11TH AVENUE , 7/281 11919-1319 ROOSEVELT _ • 8/11/95 120 1106 N. NACRES AVE 18/30/95 121 909 N_4TH ST. 36 _ 240 ,YAK FED COLL 59,60M)._ _ � °° $11,500.0b7 00% DEF DEF I YFSF 552,750.00 ; 0% DEF_ DELT!) OFF YF` -F--- $14,376.82 1 6% $103.00 i 24.0 IVAK F :D COLL i YFSF - --- — YFSF YFSFL:ity. dl4 YFSFSF/CH1MI1 YFSF/CHIM YFSF i YFSF YF�'" YFSF( L Sr YFSF 54,076.36 i 0% DEF DEF I 5284,677.871 i $44,700.00 0%+ DEF DEF $31,903.85_4 0%' DEF $30,240.00 j 0% $8,383.00: 0%' $16,550.00' 0%1 $14,010.50 , 6%'. 2/24/95 2/24/95 3/28/95 1 4/4/95 113 607 W. SPRUCE _ 114_608 N 4TH STREET 6CT N. 4TH STF,::. 115 721 S. 6TH STREET DEF 360 (REWROTE DEF 'g6 YFSF YFSF YFSF YFSF DEF _DEF DEF DEF $84.00 I 360 566,289.501 0%' DEF DEF $38,926.58 1 0%' DEF DEF YFSF YAK FED COLL . YFSF YFSF $14,760.00 ! 0% $1,850.55' (. 512,203.64 f 07/° 1 1250_00 0°° 514,450.00 U°/® $14,450.00 ! 0% $9,250.00 ; 3% 24,300.00 i 0% 95 $ .317,445,15 3F0 1PD OFF DEF I_L• I,',.) c.;.,: ; � ,,- - DEF ' DEF f Yf .iF -DEr- 9 DEF ! ___= $89.00 42 •YFSF DEF DEF 95 x_85.00 r' 128 IIYAK FED COLL $ DEF 1 DEF ._ $1054 ° $210.00 1 57 WEST ONE COLL $14,376.82 6%; $103.00 {' 240 BALLOON REF'D 1 1 YFSF YFSF YAK FED COLL ' YFSF Page 4 of 5 YFSF YFSF *Single -Family Homeownership Program Summary 11 Years (1986-1997) The attached report reflects date of closing, loan amount, and interest rate on 164 loans to low -moderate income residents to assist in purchasing a home. The average City loan amount is $24,928. Loans range from 0% to 6% based on the median income guideline set by HUD. Private lenders contributed a total of $3,772,83 since 1990. All loans met the guideline requirements set by the program and HUD at the time of closing. The recent defaults (3 of 164 or 2%) are loans that were written from 5 to 8 years ago. These defaults have been a result atthe time eligibility alth problems, was determined.divorce, The report also notes none of which were foreseeable that three other loans have been deeded back to our office. These were borrowers that were going through divorce, moving out of town or looked like they were headed for default. They quit -claimed the property to our office and we selected an applicant to put in the home and resume payments. The rehabs done in 1990 as part of the 203K program were not counted on the single-family rehab list as the rehabilitation was included as part of the 203K purchase loan and are already counted on the Homeownership report. PROGRAM DEFINITIONS HOMESTEADING - Homestead funds purchase FHA or VA repossessions and then we used CDBG funds to rehab the homes. 203K - Purchase and rehabilitation loans written in partnership with Security Pacific Bank. YFHO - Program with Yakima Federal to purchase homes. A joint application to FHLB provided a 20% down for applicant which Is a deferred loan in the City's name. OPTION • Yakima Housing Authority depleting chase the units.le family rental stock and ONDS offered the rentorswith an opP opportunity • INN HSG - ONDS worked with Silverado Construction to build some foam and steel stud homes. . ONDS funded home purchases and rehabilitations. HOPE 3 -Federal source of funds. Lots were purchased and a home stat expansions. moved on for school and hos rehabilitation. Homes came from P AUUtitbb �jil+iEOYYiv��+ri EI SHIP LOAN HISTORY _ LOAN • P. • ! AA! ANT MO TERM COMMENTS PA M I RA DATE 90 38 802 N 2ND ST_ 3/29/90$15,000_ --- - —_ —" $3,447.8 39 1417 ROGrc AVt. 40_805 S. 15TH AVENUE 4/13/90 41 1201 PLEASANT 421115 JEFFERSON _ 1115 JEFFERSON 4/20/90 504 S 12TH /23/90 4/12/90 $948.47 F .Pd oft 2 0% : DEF 1 DEF 0% 1 I 28 : ;PD OFF NOV 0% ; DEF i DEF p0 0% DEF DE_ OG Oct 1995 HMSTD/203 203K 95 HMSTD HMSTD HMSTD 3% I $185.79 ' 240 ;FORECLOSING $36,787.56 0% i DEF DEF 4118/90 310,000.00 4/20/90 $ 12,11900 0% : DEF__, DEF HMSTD 203K 203K $33,500.00 43 i _ — I 44 209 S 7TH ST. AVE._ 4/23/90 _$38,131.76 0% I DEF DEF 45 -1504 S 12TH AVE 4/23/90 $36,787.56 0% DEF_ DEF_1 YFHO 46 723 N. 16TH AVE. 4/24/90_.$25,544.77 1 0%) DEF ! DEF. 1203K 47 116 N. 7TH ST. 4/28/90 $35,393.96 : 0% i DEF 1 DEF I 203K 48 1308 PLEASANT 4/30/90 $13,568:56 ' 0% _DEF DEF 203K 49 1309 LANDON 5/10/90 $91776.25 ! 0% ! DEF DEF 203K 50_1401 S. 5TH AVE. 5/17/90 $10,343.30 0% DEF DEF HO 51 09 S 11TH AVE. 5/23/90 _$26,321.59 0% ' DEF DEF - — 52 63 WMEAD --- 5/25/90 $46,757.90 0% ' DEF DEF 203K 53 1608 QUEEN AVE. 6/8/90 $9,650.00 0% DEF DEF 203K DEF DEF Pd ott Oct 1995 203K 203K __ _54 808 N. 3RD ST_ 6/25/90 $17,132.00 0% 55713 S 4TH AVE. 6/26/90 56 305 N 7TH ST. 7/17/90 — 57 1310 JEROME ----771-9296-- 58 913 CORNELL 8/24/90 59 601 S NACHES AVE_ 9/26/90_ _ 60 _604 S 13TH AVE _ 10/5/90_ 61 1115 LANDON 10/19/90 $34,996.00 62 408 S NACHES AVE. 11/16/90 $9$7,200.00 17,200.00 $18,887.40 HO $10,200.00 $24,633.02 $10,250.00 $31,730.00 3% $48,892.00 3% $225.11 $271.15 QUIT CL/NEW APP 203' HC , 174 WEST ONE COLL HMS•1 240 WEST ONE COLL HO H013312 HO 91 63 1515 S 12TH AVE. 1/10/91 $13,750.00 0% DEF DEF DEF DEF p% DEF I DEF 66 803 S 7TH ST. _ _ 3/19/91_ $17,704.68 0°A) 67 803 S 7TH ST. 3/19/91 $28,195.32 6% 68 704 PLEASANT AVE 4/26/91 $32,850. o 69 1214 CHERRY 5/8/91 $6,884.16 0% 64 515 N 6TH ST. 1/10/91 $18,950.00 0% 65 1003 S 10TH AVE. 2/7/91 $8,143 17 HO HO DEF DEF W 3203.00 240 EST ONE 00 0°/ DEF DEF DEF DEF DEF ; DEF DEF DEF DEF DEP DEF DEF DEF DEF DEF DEF DEF DEF DEF YFHO HMSTD 70 1311 LEDWICH 5/16/91 $8,338.63 0% 5/22/91 71 608 N 4TH ST. 72 1213 JEFFERSON : 5/23/91 73 914 S 5TH AVE. -5/29/91 - 74 1106 S 11TH AVE. 6/14/9 _ . 76 709 S. 13TH AVE._ _ 6/14/91 76 8853 S. 4tH T. 6/24/91 $7,687.61 0% $6,601.08 0% $5,8 /°25.54 0 1 $9,666.87 0% $6,593.97 0% $17,000.00 0% 1 $7,439.50 0% 320,265.00 6% HMSTD HO YFHO YFHO YFHO YFHO YFHO YFHO 77 905 S 4TH AVE. 6/24/9 78 1307 S 7TH ST_ ,_ ___7/1/01 YFHO HMSTD YFHO 79(DLit UEEN ANN_B_LV— 7/29/91 80 1218 LEDWICH 7/30/91 __ 81_311 81 _311 OUINCE 8/8/91 _ 82 414 S 6TH ST__ 8/13/_91 $20,180.00 0% $249.90 81 WEST ONE COLL 83 710 E. WALNUT 8/13/91_ $20,180.00 3% $289.60 77 .WEST ONE COLL — 84 1104 GARFIELD_ 8/16/91 $7,761.44 0% DEF DEF DEF 65 •PD IN FULL 1996 OPTION YFHO $6,912.48 0% DEF j DEF $8,805.38 0% DEF • DEF $6,467.95 0% DEF DEF YFHO YF' OP=. OPTION— YFHO HOMEOWNERSHIP LOAN HISTORY YA ._A_DDRESS LOAN __ DATE 94 124 1320 SWAN _2125/!i4 1320 SWAN 2125/9 LOAN INT $7,624.00 ; 0% Q MTERM COMMENTS PROGRAM DEF DEF 5215.00 , 360 4 533,298.00 6% 125 1204 S. 2ND AVENUE 5/3/94, 1204 S. 2ND AVENUE_ 5/3/94 126 725 N 14TH AVENUE 8/10/94 _ 127 701 S 15TH AVENUE 9_/1/94 128 07 9FENT -ON T9/23/94 1_2_9_ 103 S 9TH ST_ _ 10/31/94 103 S 9TH STREET 10/31/94 130_ 1310 JEROME__ 11/28/94 131 1313 JEROME_ 12/22/94 1313 JEROME _ 12/22/94 132 4813 MADERA WAY 12/30/94 95. 133.306 N. 8TH ST._ 134 412 S 6TH STREET 135 1608 QUEEN 136 805 S 16TH AVENUE 137 806 HATHAWAY 806 HATHAWAY 138 802 HATHAWAY 802 HATHAWAY _ 139 804 HATHAWAY 804 HAT HAWAY — 808 HATHAWAY 141 713 N 15TH AVENUE_ 713 N 15TH AVENUE 142 405 E. PACIFIC.. _ _ _ 405E PACIFIC 143 914 S 6TH STREET_ 144 1210 S 7TH STREET_ t45 711 N 15TH AVE. 711 N 15TH AVENU_E_ 1.4.6.806 S NACRES AVE __606 S NACHES AVE. 147 706 S 10TH STREET 12/14/95 140 11 6% ; S225.00 360 537,528 . HOPE 3 WEST ONE COLL HOPE 3 WEST ONE COLL ' HOPE 3 89 i 0% ; DEF I DEF -1 DEF DEF DEF I DEF I HOPE 3 I INN NSG S21_1587.89 542,459.28 0% 1 537,767.580°kms 534,349.56 . 0%1 DEF 515,557.17 ; 3%: $6,250.00 071 ! HO DEF INN HSG__ 5182.00 ' 360 :WEST ONE COLL HOPE 3 HOPE 3 DEF j DEF 521.61 ; 132 DEF ' DEF $248.00 ' 360 5395.00 347 52,089.87 fi6% I 514,185_68. 0% 5-i_§_,_254.40 3%� $64,972.00 6% ' $416,923.54 'WEST ONE COLL . HO _ HOPE 3 WEST ONE COLL WEST ONE COLL HOPE 3 HOPE 3 2/6/95 531,062.76 0% DEF 3/30/95 $1145.27 6% 5114.46 9/13/95 54,879.55 0% DEF DEF HO_ 10/25/95__ 514,062.90 0% DEF DEF 2/16/95 534',601.20 6% $464.00 211 WEST ONE COLL HOPE 3 2/16/95 56,489 30 0% DEF DEF _ HOPE 3 2/17/95550,589.09 3°/0 00 94 WEST ONE COLL HOPE 3 2/17/995 56,489.30 0% DEF DEF _ HOPE 3 $31,303.16 3% 5253 00 148 WEST ONE COLL HOPE 3 56,489.30 0% DEF DEF HOPE 3 DEF 11 PD IN FULL 1996 HO HO HO 2/17/95 2117/95 808 HATHAWAY _/9/95 3/9/95 3/31 /95 3/31 /95 6/20/95 _6/20/95 6/20/95_ 7/28/95 7/31 /95 _ 7./31/95 _ 10/27/95_ 10%27%95 96 148 706 S. 10TH ST. 149 805 N. 4TH STREET 150 915 S 8TH ST. 151 1108 S 6TH STREET _ 152 606 S. 10TH ST_ _ ___ 606 S 10TTREETH S 153 1213 S. 6TH STREET_ 154.1013 S 6TH STREET 155. 904 904 S. 9TH STREET 532,134.72 3° 56,489.30 0% 544,066.52 3% 510,201.27 0% 528,635.55 3% 516,101.71 0% $46,300.00 3°!° 562,500.00 3% 510,201.27 0% 531,798.73 3% 53'i,225.00 3 59,157.00 0% /0 5184.00 230 WEST ONE COLL HOPE 3 DEF DEF HOPE 3 5374.00 140 WEST ONE COLL HOPE 3 ____DEF_ DEF HOPE 3 5198.00 180 WEST ONE COLL HOPE 3 _DEF DEF HOPE 3 $225.00 289 WEST ONE COLL HOPE 3 5275.00 337 WEST ONE COLL HOPE 3__ DEF HOPE 3 DEF 5236.00 $228.00 DEF 5312.00 526,836_00 6% $544,758.90 12/14/9 4/5/96 4/5/96 515 164 00 524,476.00 6/14/96 6/_24/_96 6/24/96 _ 7/26/96 7/31/.96 9/6/96 9/6/96 517,757.53 513,847.00 140,324.00 516,176.00 _ 534,345.00 _ _$29,787.00 $61 500.00 510,000.00 165 WEST ONE COLL 225 :WEST ONE COLL DEF 113 • PMT START 1/96 HOPE 3 HOPE 3 HOPE 3 HOPE 3 3% 5194.00 217 WEST ONE COLL HOPE 3 0% DEF i DEF HOPE3 0% DEF DEF HOPE3 0% . DEF DEF • HOPE 3_ 6% 1 5518.00 99 'WEST ONE COLL HOPE 3 0% DEF DEF HOPE3 0% DEF DEF HOPE 3 0% DEF Du_ ____ HOPE 3 _ 5555.00 162 WEST ONE COLL HOPE 3 0% DEF DEF HOPE 3 5 Derim A of R. *Rental Rehabilitation Program Summary' 14 years (1980/1904-1997) 372 Units were rehabilitated for low -moderate income tenants. Average total rehabilitation dollars per unit - S20.498 Average City rehabilitation dollars per unit - S8,000 The Rental Rehabilitation Program ran for 14 years in partnership with eight local lenders. We determined tlx: affordable payment based on the cash flow of the building(s). The lender wrote a 5-15 year loan at an interest rate of prime plus 1.5-2% at the determined payment. The City loan would defer payment until the lender was paid, with an accruing interest rate of I%. After the lender loan was satisfied, the City would receive the same monthly payment the lender was receiving. This enabled the investors payment to be at a rate where he would not have to raise rents on the units) and displace low -moderate income residence. At the same time it gave him an avenue to provide safe. decent housing units. The report reflects that the majority of the units were single-family homes.This program also put units that were uninhabitable back on the market and added to our local tax base. The investors sign a covenant that was recorded with thekr deed of trust (copy attar. TF ,ACES OF FINDS AND AMOMS EXP!.NDEQJO DATE ARE; CDBG S1.888.383 State DCD 5805,662 HOME S15.725 Investor 5197.289• Rebound $48.000 Lenders $1.692.449 TOTAL $4.647,508 We have had no defaults on lender or ONDS loans in this prograrn. There is currently one investor late on payments. The attached report reflects breakdown of funding, as well as monthly payment, interest accrual. and bans which have been paid in full. OWNER'S CERTIFICATION OWNER : «FIRST PRIM NAME» and «FIRS SEC NAME» «LAST NAME» DATE: «DATE» PROPERTY TO BE REHABILITATED: «PROJECT ADDRESS» As owner of the above property, I hereby certify that swill adhere to the following conditions for the Rental Rehabilitation Program: A. As a condition of participation in the Program, I shall not refuse to rent to tenants holding Section 8 Existing 1 -lousing certificates or vouchers except for good cause, such as tenants who previously failed to pay their rents, maintain their dwelling units, or otherwise were in violation of the terms and conditions of the tenancy. B. As a condition of participation in the Program, I shall not discriminate against a tenant eligible for or receiving assistance under hi Federal eothen program of assistance or against families with minor P projects specifically designated for the elderly. This requirement shall be binding on the property owner, heirs and assigns for a period of ten (10) years. C. As a condition of participation in the Program, 1 shall not convert the rehabilitated property to condominiums within ten (10) years of completion of the rehabilitation. D. \Vhen l rent to tenants holding Section 8 Existing Housing certificates or vouchers, 1 shall comply with Section 8 existing housing regulations, including Housing Quality Standards and requirements relating to maintenance, operation and inspection of units occupied by tenants holding certificate or vouchers. 1 understand that failure to maintain these units in decent, safe and sanitary condition will make me subjct toer the sancSections, including reduction, suspension or termination of payments 8 existing housing program. E. TheP roperty shall be rented at current market rents, defined as thehighest rents 1 can reasonable expect to achieve for the unit in the given tion, time and circumstances from an unassisted tenant. F. After accommodating existing tenants of the property to be rehabilitated as described in paragraph (G) of this certification, 1 shall exercise affirmative fair housing marketing of all units in the property to be rehabilitated when RENTAL nEmApri nrwriON prioc,RmAp-osiorri. 7/16/97 - twit bitivi'asfttA 1 ins tin AO- tom . _ . _ . _ .._ - __.__ . . iiiii Ta-fias Anoness . . . it upaTI -/12.000 2 • S -t coOd _ FUNDS .565.000.00 • . _ iii.60ii.oi _-. MO FUNOS so.00 10.00 HOUSING LOAN sts.000.ao . isi.o66.00 PAW LOAN 50 00 io.06 SO.715.00 17.760.00 120.225.00 15.006.00 9.4.090.00 - 516,9060y 55,652.00 56,054.00 102165.00 3, 'LAMM 5101,71501.00_ w4vtsTon coNTHI9 *0 00 5000 *0 00 50 00 50.00 50.00 - 5000 Woo SO 00 S0.00 - 10.00 -- 30.00 _ -_ . 50.01 .... 70741. LOAN MulOVNT ses.000.00 . iii.00iiiiii iii.310.00 110.531.00_ S30,700.00 _ 513.743.00 17.730.00 i40.25o.00 111.952.00 120,111.00 _.. 515.015.00 55.921.00 MON1NLY PAYMENT OATS of CLOSING Saw - itS0 Pmf is ACCI11.1ffi 3tARTING BALANCE LE7C/E170 _ . 1- 215 N 710.-4 ST 613 N 3l4) ST 307-300 S 0114 Si Ail 5 4T14 ST 61514. 15714 AVE_ SO3 3 MI/8;3*s AVE..' 1002 E CHESTNUT OH S 3110 ST 6051,2te ST - 306 S 7TH OD - 12.700,00 - S2.175.00 ----- S7.070.00 . 13.57/7 00 10.00 10.00 - 50 00 - - - 10 00 1000 1000 - solo 10.00 -- 10.00 _-_-- _. 33.59roo 16.560 00 - 12.760.00 1.2,475 00 ' 57,070.00 13.010 00 120.204.00 15.900 00 121,00000 13.350.00 UM', -00 . _ S79.0011.00 -W.eati.oe 111.701.00 -112.11011.00 - *22.620.00 $4.200.00 .. - • • 11 1S0- 00 o--- S115.2S2.00 ...am.. _ _ _i PM° PNO -_ P46) _PAX/ PNO --- PAM) - - Iwo $130.00_04v00/10 PAX) - P410 ..._ . &won 61001121 PIONEER Yv6 -- YI413 84003/21 01000/12 We - - Wel Romeo( PIONEER YVIS PIONEER' f 1 - 4 2 '- 1 - ' 3 - 1 23.610.00 - i21,244.03 45.010.03 121,000.00 : - 13.350.00 - - $4 - 040 00 , • immine Immion0 64.4094.7 01001307 84,11/13 HIOS5Ni121 _ 623,300.65 i" 64/11/21 _ 4 20 1 1i 1 - i -0 111110,704.aD ... 112,707.00 122,306.00 - 515.001.00 131.501.00 -L..: _ 52.228.00 S7 750 00 MO - PAID - _185105/07 PAM)--- -- PAID Pou0.111511111211_ PAM) PIONEER. Yv19 PIONEIEN PIONEER PIONEER YV8 ....... - ..- .. - - 710 E wALNUT 301-303 S 2140 ffir 610 S 0114ST 0000 S 1464::NES AV1--1 012 S 12TH AVE 609 5 11114 ST 1111141.011 $8.7154.o0 512.001 00 -122.020.00 $42011.00 - *0 ,150.00 "kW saigrao war, _ ... 113.522.no 10.00 12.032.00 - 10.00 141.001.00 - 10.00 1-5.5 MOD 10.00 _ 36.600.00 SO 00 110.500.00 10.00 050200/ MI - 10.00 10.00 - 10.00 . -- -- WOO ... _ - So 00 _ 10.00 05003/05 105/03615 05/11/22 ..- 22 135,2S2.00 Nommolamoas• 900.753.00 - .. Peer 1 GI 8 PENTAL RE14.AB6.ITAT1c e/ PROGRAM 4415TOR7 7116/97 - _ " NA4i1E 1109 _ _ - - - _-- - iia TOFALs ADDRESS 1113 CHERRY t to N ITN $T - 602 N. 7R0 St- "• ' 614 1R N 11TH AVE • 1112 JEFFERSON • UN4f� e_r'._'i1,Je0.00 0 _ 10 t _ 1 _2 32 CORO FONDS _ 121,021 00 134.753.50 _ 11,293.00 132279 00 _ 56,761 00 A _13366.00 _ 5623.00 OCO FUNDS 2000 s0 00 557,701 50 56,500 00 So 00 _ 17,150.00 __ 10.00 13,430 00 531.000.00 1111,141.50 NOOSING LOAN i31.�5000 377,021 00 502.115.00 39 793 00 132279 00 _ _ 216231.00 13, .00 ` 14.253 00 146.646.00 *25s2�.90 RANK NOAH wait 30 00 30.00 50 00 10.00 59,440-00 _ 10.00 10.00 - woo 115.410.00 INVESTOR CONTRIa. 59--70000 124,710 00 123.52000 s0 00 10.00 - - 0000 - 1000 -- 10.00 133,456.00 *91,403.00 TpTAI NOAH AMOUNT 041.055.00 :51,740.00 5115.635.00 _ _ 19.793 00 332279.00 _ 325.671.00 13.36!5.00 - - 14,253.00 - 162,302.00 MpNT►I�v PAYMENT V'113i.o0_1641 3340.50 . 5324,00 _ _ $140.30 • L1135.50J66i09r23'111419002/171_j_11,606.12 L-PA4)Je6/id07 `574.00 - 5190.00_ DATE OF 1 CLOSING( Y01 J1999438/4111sS,sao.eo 1RMO•.}PJ/_Jiow/oo 66001/01 6666/19J10swt • J1004912/01 START NSA P*1T t 111. _ ACCRUED STARTING -BALANCE `S9/.6o*.e0 529.571.99 5/•793 00 115.707.19 s17,929.12 LENDER L __ _ ... o .c' or -94o -" ONHC-- 014NC_ 041140 0.5. RANK Or'01C vim 01NC O/�s2.6s3 1995/1001 i*9,61727L110/,75227 1101 + 09 12X t 13,424.141L I 40v4091/2SOTH T51 N 14TH AYE �_0 5y10107 _ Od+011� 19RY12 0i J! 121&115 L190Yf0?JOt } 1k/10.377 54,150..95 163.95437 5/4,010,00 ___-. -1154,121.'30 _ $366,106.00 1 -_1a 527.736.00 *20.126.00 523.842.00 - *3,.104.00 523,773.00 20.00 10.00 - 10.00 +10,713.00 Woo - 516.«91 00 510,915.30 10.00 54107.10 _ ii71,e70.70, 1000 _ 15.561 00 .-S0.00 _ - 10.00 10.00 - -10.00 10.00 15,475.00 � *0.00 so.o0 ---- 20.00 "- 20.00 10 00 - 10.00 _ - . - -_' r . __ _ - _- -- -.--_-- -- - - - - - - ..- - -_ - - " ��__ 100 S 4714 ST 600 S. LTH AVE 919 S. 12TH AVE-- SO3 S. IMCFES A - 0,-._S 314 S. MACNES AVE* 9141N. 15TH AVE 404 5.0TH Sr. 6 2 • 2 3' 1 "I"' "' IIA 5 537,400.20 -14 3.50000 --141,305 00 A354144ED F 1116,111.00 s1A,72100 "--119,4210D ---$30,550.00 .0 517,000.00 116,000.00 /EcHNICKY 510,000.00 [ 12430000 10.00 SOHO _ 137.4602S _ 560.50000 _ 151,355.00 SEE 1964 345,111100 541217.00 110.923.00 115.04700 ' 110.560.00 _132 991.04 10.06 -- $1224446.00 25.59600 1102212/ " 57.964.00 - 365.000.00 366,507.00 _ 161.027.00 _ 1605.30 _ 1300.50 1163.00 J6910Y00 - 1100.00_ M901/00 _11094/03,09! 09.03610_12004/11/011:16,361.03 60y/6 R 91/001210999406/01 60+041211901'00/01 9010/16 si,760103 2004111A71�*0.003,741_36'3,306.74- /48 119640 1 WA 130.260.31 LS67.161.03 130.651.00 SEA 1$T _ YAK FED-- YAK FED colic_ VYS YYS-�- 10.00 571.275.00 110.023.00 115,047.00 - *43,597.04 1505.00_ x.00__ PASO PAI) .96725 i _ 150.006..25 54,,31326 - _ 145,54026 • •515,047.00 iM S. 13TH KW- 515 S.1R0 AVE --r--125.4411.04 620 N 4TH AVE - d YAK FED §EA-FieST PIQt R PIONEER 10.00 4_ � PAb 59'06/20 -RE-wf0TE 17_30000 FROM 1966 212,446.00 _13,397 00 10 00 '_ *4,707.10 10.00 fe621625 329.339.00 _ 1+7,511.30 21022121 - 012,671.40 $160.00 f PAID _ 1360.00_.. _ PM) PALO kin- 49676/30-[190M0H10 69+09/21 ' S ,103.72 __136,064.36_ _. - 70.00 1199.00 _ *10.2121 -• X!256.50 912 W. YAKMA AVF.,_4 215 N. TTN ST. 710 s. arm AYE. �- 302 S ITN St. 2 1 - ,1_ 69,10/17_11164/11/10 sworn - 1034.» - ^113,01207 9991694 09/4027 Te9n94wwd 119 1 DLJ! MAOflI !-PIONEER - PIONEER - fat tag,! 31 1252,411.10 110,731.40 3;`65,743.50 *11,050.00__ 2515,43620 - RENTAL RENABILTYATION PROGRANINIST0117 7/16/97 . NAME 1992 - - .OWS. . . _ __..-... - lielfty-frair Isis Milli• . ...... _ _ --mepi.3113 ISO ttrfAit ADDRESS _ 3/0:313 t.. ionic*4 61219. 34 Ay,. _ .. . ioO-Oi- a 40i-07a.lit: ias 901E.ir7- 214-2109.44ii §St: Fiti_ i-._ 40St • --2 11 COOG FUNDS _ ..111.1133.00 120.396.00 145.440 00 S30:. 9 ...00 515.51500 1112.935.0 1i _ 03Ok 110.07.00 SA0.00000 OCD FUNDS S0.00 50.00 10.00 O 00 196197.00 _. ___....SO 00 i oi. 90.00 _.slo -1000 so.00 S0.00. .__. _ - iss IRS 393.3.7.00 io.o-o• OF T10 & _ 10.00 - io.od .. HOUSING LOAN 112.933 00 S26.365 00 *45.44000 S3 0,.6-4129 .00 S15.545.00 S209.5.00 17;60.00 S10.079.00 sok000.00 54000000 s31.83400 S6.751.00 . _ _ ... itii.if-7.68 *000. _ __ ._ AVENUE . *1 00.450.08 iiiiiiii.tioi ._.324,.3o1..88 329.97429 _ 118368 3.5.696.34 i60.016.47 _.... .. 3 136.857.59 RANK LOAN 321202.00 10.00 10 00 90.00 *730.000.00 .. _30.00 00 15 000 so.00 -WAG so.00 *0.00 .. - ... -. .. . Sis1.2.-broi 'Olio . __. _ . .382.584.60 it12.3iii .410 sio.soo.00 3.15,600.00 woo 10.00 SW.43.00 811 3.351.00 144vEs7011 coropm 10.06 30 00 3.0 00 -30..00 30.00 __ *0.00 W** 10.00 woo 1000 *0.00 30.00 --foli • TOTAL LOAN AMOUNT *34 (.00 • _ S26.395.00 145.440.00 230..6o43o9..00 VS.545.00 3.439S32.00 tr,.00 310.079.0 S0.000.00 00000 s34.34.00 396.156.00 M04411 -&y PAYMENT s43s.00 S535.00 - • - 13e-60,„ii -. 00__ . 33,101.00 -_ s.o DATE Of CLOSING rouse 9212/4 - 22. /1../.. 2 916 START SG P14f I% i RUED STANYING . . BALANGE 113.4441.w 126.396.00 1.47 .1!...V) .24 S300624T9...00 517.171.3 j LENDER SEC PA.C: Ol*C - .. P5NEE &°WOdC- 014C • -_ - oF4C e_ -- WA worm .. _ 9215/10 3(1 17 V% 97811 12.19224 %o S1.66 imo3.7o1229,01sng 92/v0-'91/2- 2710 215(10 almi molt _ ihto o--r-_- ---. 17,930.0 i11.11337 -S00.00.00 _S63.205.10 1. 62. 11 .4_- 11,03077 iii5616 S.00 30 12/10 _ 21nroi __ ir; - •6 540000 s34.034.00 _96.7S16 (McNees 149600 S•l . iid _- _ - i iir -9510 03310 13,270.11 Rebound kinds)* Awsufwed loom Wi6s- -31-8,191.71 620 N. 4114 Ammo _ _ _ ' - - - ' - • - 3183.112114 02 112 03A3U10 _ /445.160.00 . _ snxrTors o kid 10.00 • 9000 SEA omit •-r-S0 -A. _ *160.15008 310 AIR/AIWAt ____ 211 S. 47N 517' ._. WA iii.oli 36.18 PAC 124-iiii7.0e_i_soso.00_ 04424 1163.42 sews 2009/MIO_Ltri,074.29 31115.533.15 3243.00.88 . -_, ---. 723..00 10.00 - s000 50.00 - 10.00 3 ,.,1.._.. 3.723 .00 ......, 14321o..e 34,51420 ... 38881 800.34- 1147.11353 *251.041.05 .. . oi-e P1-CHTaA ST. -12I97426 610412NIsist 610012N.6114 ST .. ---tL.omp - s036e -0.00.34. 388.018.47 353.118.12 -- -. 10.00 50.00 moo 30.00 i34.00 *13406 Sa2347...00__ t100 )20900 ] iI 4i7967- 629..1110..73 13334 10008.6* 18,31-3 1 15D1-4 6eSTF TM 0181C 0.1C1 CENT . _ . - 20007710 Sla&St-S30.4100T7 i10 0.34 16.81&01 1195i7/10 4m..owin) 00i19_ S60.00 --- _._ - Pogo 5 01 6 150.000 00 140.000 00 130.000 00 120.00000 110.00000 AVARAGE LOAN IN DOLLARS YEAR 1991 J 1992 1 1993 1994 1995 1996 . 1997 511 NIGLE FAM LY LOAN ACT II V TY AVERAGE LOAN AMOUNT IN DOLLARS: 1991-97 S 100015.00 AVARAGE LOAN IN DOLLARS YEAR I I J [ I 1996 1997 1991 1992 1993 1994 1995 IMI U L T 11 FAMn Lir' (IR E NTAL) LOANS AVERAGE LOAN AM00•'"i IN DOLLARS: 19'•j 1-97 (NOTE: NUMBER OF UNITS VARIES FROM L PROJECT TO ANOTHER) ATT.ACHI0r A-2 100% 90% 80% 70% 60% 50% 40% 30% 207E 1070 PERCENT HOMEOWNERSHIP i i I SINGLE FAMILY REHAB I I I~•i I • II `... j •` 'III `• I • 1 1 t t 1 1 YEAR 1991 1992 1993 1994 1995 1996 • 511 MGI E F A M 11 I ¥ L 0 A N A C T 11 VIITY DEFERED LOAN DOLLARS, AS A PERCENT OF TOTAL DOLLARS; 1991-97 REPAYMENT ON SALE OR TRANSFER J 1997 100X 90% BOX 70X 60% 50* 40% 30% 20% 10% PERCENT VE AR 1991 1992 1993 1994 1995 1996 1997 M U 1 TII F A M 11 L Yr (IR IE N T A L) L_ GAIN° PORTIFOL 11 0 DEFE.:.LiD LOAN DOLLARS, AS A PEP NT OF TOTAL DOLLARS: 19' -97 LOAN DELIINOUEINCY REPORT SINGLE FAMILY AND MULTIFAMILY PROGRAMS ALL LOANS SUBJECT TO CURRENT AMORTIZATION SCHEDULE f TOTAL LOANS CURRENT 30-60 DAYS DELINQUENT 60-90 DAYS DELINQUENT GREATER THAN 90 DAYS DELINQUENT S I SIC LE FAMILY BUJ R T F O L 1 O LOANS 9 9 8 3 0 1 1 5 PERCENT 1 00% 8 4% 0% 1% 15% IULT I FAIL I LY DORTFOLIO LOANS 2 1 i 3 , 3 1 ,. 5 PERCENT 10 0% 62% 14% 5 /0 24% LOAN DELIINOUEINCY REPORT SINGLE FAMILY AND MULTIFAMILY PROGRAMS ALL LOANS SUBJECT TO CURRENT AMORTIZATION SCHEDULE BUSINESS OF THE CITY COUNCIL YAKIMA, WASHINGTON AGENDA STATEMENT Item No.: t For Meeting of: March 3, 1998 ITEM TITLE: Housing Program Guidelines SUBMITTED BY: Glenn Rice, Acting Director of Community and Economic Development (575-6040) CONTACT PERSON/PHONE: William Cook, Neighborhood Development Services Manager (575-6101) SUMMARY EXPLANATION: The City of Yakima, Office of Neighborhood Development Services (ONDS) is submitting Housing Program Guidelines for City Council's review and approval. The proposed guidelines include the following: • Program descriptions • Borrowers' responsibilities • City assistance • Contractors' responsibilities - • Guideline interpretations and appeal process ONDS loan underwriting limits will provide a maximum of $20,000 unless conditions warrant and City Council approves a higher amount based upon special circumstances. Maximum term for a deferred loan will be five years with a provision for the City to extend the term for an additional five years, if the applicant's income warrants. The new program guidelines also include a loan committee to be established by separate Council action scheduled for early April 1998. These guidelines were reviewed and recommended by the Council Neighborhood Development Committee at their meeting on February 18, 1998. Resolution X Ordinance Contract Other Specify Funding Source: 1998 888CCommunity Development Block Grant Funds APPROVAL FOR SUBMITTAL: Cty Manager STAFF RECOMMENDATION: Approve Housing Program Guidelines Resolution BOARD/COMMISSION RECOMMENDATION: COUNCIL ACTION: