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MONTHLY REPORTS JANUARY 2018
MONTHLY REPORTS
JANUARY 2018
ASSISTED HOUSING
Housing Authority of the City of Austin Established in 1937
To: Michael Gerber, President & CEO From: Lisa Garcia, Vice President of Assisted Housing Subject: Monthly Report Date: 2/7/2018
Summary of Total Families Housed for all Rental Assistance Programs for
Jan 2018 Housing Choice Voucher Program 5,129 Mainstream Vouchers for persons with disabilities 58 TBRA Homeless Program 52 TBRA Homeless 1115 Waiver Program 11 Continuum of Care Grant (COC) 67 SRO 50 Total Housed all Rental Assistance Programs 5,367 Total Rental Assistance Paid all Programs $4,382,077
Housing Choice Voucher Program
ACC
Vouchers Approved
Current Vouchers Leased
Current Monthly HAP
Monthly Funding 2018
V01 5253 4495 $3,763,672 VPO 0 115 $91,777 TPV 3 2 $1,088
VASH 464 409 $251,131 FUP 85 69 $71,913 NED 36 25 $17,874 ICV 14 14 $10,952
Total Leased 5855 5129 $4,208,407
VMS 59 58 $45,498 $43,137 VPB 43 $51,098
VASH – Homeless Veterans; FUP – Family Unification Program; NED – Non Elderly Disabled; ICV – Conversion Vouchers; VMS – Mainstream Vouchers for non-elderly disabled persons VPB – Incoming portable vouchers billing initial agency
Issued Vouchers By Increment For CY 2018
Month V01 Homeless Preference
Family Preference
Disability Preference
Elderly Preference VASH NED FUP
January 13 13 0 0 0 15 2 7 Total by Increment 13 13 0 0 0 15 2 7
Total Vouchers Issued: 37 Applicants on Housing Choice Voucher Waiting List: 1,181
Issued Vouchers By Increment For CY 2017
Month V01 Homeless Preference
Family Preference
Disability Preference
Elderly Preference VASH NED FUP
January 11 4 2 5 0 0 1 0 February 5 3 1 1 0 3 2 0 March 28 9 9 7 3 8 0 0 April 5 5 0 0 0 0 0 0 May 7 7 0 0 0 0 0 0
Total by Increment 56 28 12 13 3 11 3 0
Issued Vouchers By Increment For CY 2016
Month V01 Homeless Preference
Family Preference
Disability Preference
Elderly Preference VASH NED FUP
January 25 14 10 1 0 17 1 0 February 20 14 4 2 0 9 2 1 March 15 5 8 2 0 7 0 0 April 20 6 10 2 2 11 2 0 May 15 3 7 0 5 7 0 0 June 24 9 6 8 1 19 0 0 July 36 6 17 12 1 6 0 0 Aug 28 4 11 11 2 6 1 0 Sept 20 2 8 10 0 2 0 0 Oct 45 18 11 10 6 4 0 0 Nov 32 0 24 5 3 7 0 0 Dec 46 4 26 15 1 3 0 0
Total by Increment 326 85 142 78 21 98 6 1
Total Voucher issued: 431
SRO (Single Room Occupancy) * 50 units approved * Partnership with Foundation Communities * Serves homeless individuals at Garden Terrace
TBRA (Tenant Based Assistance Program) * Partnership with the City of Austin, Salvation Army and Passages Collaboration. * Temporary rental assistance for homeless families; up to 24 months maximum
* Expiration Date of Contract: * Budget for Rental Assistance
TBRA (Tenant Based Assistance Program) 1115 Waiver Program
* Partnership with the City of Austin and Austin Travis County Integral Care (ATCIC).
* Temporary rental assistance for chronically homeless individuals
Continuum of Care Grant (COC) #1 * Grant renewed for an additional year for $608,898 * 5/1/2017 to 4/30/2018 * Partnership with ATCIC and ASA * Serves homeless individuals or families with mental illness, substance abuse issues and/or HIV related disease.
Homeless Assistance Programs
9/30/2018 $474,300
ACC Total Leased
Checks Paid (HAP)
SRO 50 $22,614
ACC Total Leased
Checks Paid (HAP)
TBRA 52 $51,369
ACC Total Leased
Checks Paid (HAP)
TBRA 11 $6,120
ACC Total
Leased Checks
Paid (HAP)
S08 67 $48,069
AUSTIN PATHWAYS
Austin Pathways Report for January, 2018 page 1
Housing Authority of the City of Austin Established in 1937
I n t e r o f f i c e M e m o To: Michael Gerber, President and CEO From: Catherine Crago, Strategic Initiatives and Resource Development Sylvia Blanco, Executive Vice President Subject: Austin Pathways Report for January, 2018 Date: February 7, 2018 January marks the ramp up of Austin Pathways annual fundraising campaign, which peaks during Amplify Austin March 1 - 2. In January, ten employees volunteered to captain fundraising pages; multiple seed donors confirmed their commitments and a formal public campaign launch was formed. It will begin the week of February 12. The annual campaign helps fund HACA Scholarships for public housing residents, supports Family Self-Sufficiency participants and bolsters a variety of HACA programs. To participate, contact Catherine Crago. Youth Robotics Workshop with West Point and the U.S. Army Research Lab. Forty-two HACA youth and 18 parents were thrilled to participate in a special Robotics workshop conducted by The U.S. Military Academy at West Point (USMA) and the U.S. Army Research Laboratory (USARL) in partnership with HUD, HACA and Austin Pathways at HACA’s Henry Flores Education and Training Center. HACA President & CEO Mike Gerber welcomed and shared HACA’s vision with USMA faculty and staff and USARL national and regional K-12 STEM program leaders. Thanks in part to a passionate West Point graduate who is now a UT McCombs MBA student, 20 Central Texas West Point graduates participated as volunteers. As West Point faculty and four West Point cadets launched the youth robotics workshop, USARL staff educated parents about STEM careers, scholarship opportunities. HACA resident Joseph Williams, age 9, told parents about his Summer, 2017 visit to a one-week STEM camp. Initially, Williams was reluctant to leave his family. With support from HUD staff,
January 27 - USMA Cadet '20 Natalie Pravinkumar center, and USMA Cadet '18 Justin Alexander teach robotics concepts as local USMA alumni prepare to volunteer.
Austin Pathways Report for January, 2018 page 2
Williams made the trip successfully and considered his visit life-changing. During the parents workshop the Vice President of the West Point Central Texas Society committed to raising the travel funds required for any HACA middle-school child accepted to West Point’s summer STEM camp. Parents then learned that their children would earn a laptop for their families at the end of the day; parents were provided a one-hour workshop on how to set up Administrator and Guest accounts, how to get low-cost internet, and how to ensure that their children could do their homework at home. All participants were treated to lunch thanks to new donor Newk’s on Congress; cadets and youth enjoyed playing on the basketball court and chatting at the picnic tables. At the end of the day, youth earned certificates signed by West Point faculty, applauded West Point cadets for their service, and learned that thanks to a special donor each family would be going home with a laptop. Austin Pathways received two donations and offer of volunteer efforts by local West Point graduates to participate in STEM programming.
“I became a HACA resident two years ago. We are just getting stable. My daughter works so hard. I never want to encourage her to believe in something that won’t materialize. Your commitment to provide travel funds to HACA youth awarded a scholarship
toWest Point Summer STEM Camp means that I will make sure she applies, because if she is accepted, she can go. Thank you!”
– HACA parent to Frank Brown, workshop volunteer and Vice President of the West Point Society of Central Texas
Tech Lab Apprentices turn in strong quarterly performance; expand labs and workforce skills. Tech Lab apprentices made strong progress toward annual key performance indicator goals toward full funding of the grant; the team reviewed the Q1 report in January. Key Performance Indicator Annual
Goal Q1
Performance Percentage of Annual
#1 – Total Number Unduplicated Clients Served 170 59 34% #2 - Total Number of HACA residents that successfully complete the Lab Apprentice kick-off and training
18 11 61%
#3- Total Number of Apprentices that show intermediate or advanced technology and computer lab management skills
7 3 42%
#4-Total number of HACA (unduplicated) residents who increase technology knowledge & skills with Lab Apprentice help.
119 51 42%
To better serve HACA residents and to transition effectively to work and volunteer in public computer labs, in February and March Apprentices will develop their skills in working with adult learners, making decisions about how to promote the labs, and determining HACA resident needs.
Austin Pathways Report for January, 2018 page 3
Quarter 2 will focus on expanding service to Gaston Apartments and North Loop Apartments. Lab Apprentices will teach a short workshop on how to get free or low-cost internet; resident
needs for future classes will be assessed at the workshop.
“Ever since we left Dropbox, it’s been weighing on me. How can I work in a place like that?
– A HACA resident Lab Apprentice. Here, Dropbox staff
teach Lab Apprentices how to use cloud services.
NTEN Digital Inclusion Fellowship Year Comes to an End In January, 2017 Austin Pathways was awarded a one-year grant that provided for one full-time staff person through January, 2018. Austin Pathways was pleased to have two Fellows share the role for about six months each. Atif Hamedi presented Fellowship accomplishments to Austin Pathways and HACA in a January 24 national webinar.
NTEN Fellowship Key Performance Indicators CY2017
• Trained 135 Family Self Sufficiency participants to use a webcam & provide with refurbished computer.
• Provided Spanish-English & beginning and intermediate computer skills to low-literacy residents.
• Engaged 25 Arabic-speaking families; teach smart phone & basic computer skills so that they can earn devices for their homes.
• Trained & supported 11 Lab Apprentices to work in HACA Computer Labs – serving over 200 HACA residents during open hours through January, 2018.
0
500
1,000
1,500
2,000
newparticipants total
participants training hrs lab hrsAtif…
Austin Pathways Report for January, 2018 page 4
“When I asked people before the [Arabic
language smart phone] class started, they said they want to learn and earn smart phones. But on
the last day, after learning how to use desktop computers, they said I want to earn a desktop
instead. This reminds me that people who are new to technology don’t always know what they want
until they learn the basics.”
– Atif Hamedi, HACA Digital Inclusion Fellow. Left, Hamedi signs a Certificate of Completion for residents who participated in intermediate coursework. HACA’s Austin Community College Work Study Internship “Connect 7.0” team of seven interns launched on January 19. Interns will support HACA residents for 19 hours per week. Thanks to a new corporate donor and Austin Forum on Technology and Society donors, we have new Apple products to refurbish and deploy to HACA residents that earn them. Devices include: laptops, tablets and smart phones. To ensure that HACA residents who receive refurbished MacBook Air laptops can use educational content without internet, ACC interns began to create documentation that will help HACA residents use these devices effectively. In addition the team received 85 devices previously donated by Austin Community College – those devices in January were being inventoried and staged (1/24), refurbished (1/30) and will be reimaged in February for Spring 2018 deployments to HACA residents. In Spring, 2018 the Connect 7.0 team will accomplish three major projects:
• Refurbish, reimage and deploy about 150 computer devices to residents that earn them. • Provide digital literacy training to 100+ HACA residents • Help conduct an evaluation of how HACA residents are using devices in their homes,
with special emphasis on how devices enable family self-sufficiency.
Media and Public Appearances On January 10, 300+ attendees of the Austin Forum on Technology and Society’s annual “Top Tech Trends” meeting learned about Unlocking the Connection and how they can donated gently used devices to HACA residents. Several HACA team members attended, saying they were ‘inundated’ with attendee questions and interest during the reception following the presentation. Austin Pathways will present at 10 monthly meetings; the February 13, 2018 meeting takes place at the Austin Central Library from 5:45 p.m. to 7:30 p.m. On January 29, Catherine Crago presented “Digital Divide in the Smart City” at the Austin University Area Rotary Club. On January 30, Catherine Crago participated in a HUD ConnectHome Webinar on HACA’s strategy for obtaining refurbished computer devices, resident ownership models and ongoing technical support. Other panelists Paulina Sanchez, human-I-T, based in Los Angeles and Dave Sevick, Computer Reach, based in Pittsburgh, Pennsylvania.
FINANCE
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HOUSING & COMMUNITY
DEVELOPMENT
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Community Development Report for January 2018
Featuring Workforce Development Programs
* Community Development reports will now feature one program area per month (youth, workforce development, health and wellness and grants). This will be on a repeating cycle so that each program area is reported on once per quarter/ four times annually. Due to varying partner reporting and contract dates, some data may reflect services provided during the previous month or two months prior. This report
provides information on services delivered in December 2017 and January 2018 (as noted).
Self-Sufficiency Programs
Resident Opportunities for Self-Sufficiency Program: The HUD Resident Opportunities for Self Sufficiency (ROSS) Service Coordination Grant provides funding for resident self-sufficiency through case management, strengthened resident leadership, and high-quality partnerships. In contrast to the two previous ROSS awards, the 2015 ROSS Grant funds only one Service Coordinator for the three-year term due to HACA’s RAD conversion. EGBI (Economic Growth Business Incubator) is serving as the fiscal agent for CWAB for the ROSS Grant. The second year of the 2015 ROSS Service Coordinator grant began September 1, 2017. ROSS outcomes include residents served at properties that had not converted to RAD as of the start of the grant term and are not part of Jobs Plus (Meadowbrook, Rosewood, Santa Rita and Thurmond.) Outcomes stated are for the first quarter of the new ROSS grant year (Sept 2017 – December 2017)
Activity Output or Outcome
Benchmark for yr 2
Actual
Skills Assessment conducted 20 10 Education – GED Enrolled 10 4 Post-Secondary Classes Enrolled 8 8 Maintain employment for 3 - 6 months 12 9 Financial Management education 20 8
Total number of residents enrolled in the ROSS program as of December 30, 2017: 141 Family Self-Sufficiency Program: The table below provides information on enrollees in the public housing FSS program including employment data and information of FSS members with escrow.
Program participation Number (#) % of Active participants
Notes
Participants: 101 N/A N/A Participants with Escrow Accounts: 61 + PBRA = 87 86%
Participants that accrued escrow in the past quarter:
42 41% % based on total (non-PBRA)
Participants gainfully employed: Full-time: Part-time TOTAL:
51 38 89
50% 27% 77%
Work and training
history currently being updated in TAAG
10/6/17 2
Participants not employed but attending school or job training:
13 12%
Graduates 2016:
Graduates 2017 (to date):
2
13
n/a
There are approximately 12 FSS members with contacts pending completion or extension for late 2017. Currently, the FSS staff is meeting with each of the participants to determine whether they are on track to graduate or whether they will require and potentially seek up to a two-year extension. The 2017 Family Self Sufficiency Luncheon was held November 29th, 2017 at the Downtown Hilton. Jobs Plus Pilot Program – Booker T. Washington and Chalmers Courts: The Jobs Plus ATX program was established by a $2.7 million grant from HUD, and will expand job opportunities to residents at Chalmers Courts and Booker T. Washington. The Jobs Plus Pilot Program kicked off on July 1st, 2016 and includes 10 community partners working collaboratively. Partners provide job readiness, employment, training and job search/placement services to interested residents. Jobs Plus Earned Income Disregard (JPEID) is a strong financial incentive included in the program – whereby residents who go to work do not see a rent increase (from earned income) during the duration of the grant. The first year of the Jobs Plus Pilot Program ended June 30, 2017. HACA had a goal to engage 180 residents in JPEID during the first year of the grant and 240 total residents by the end of year two. Our goal is to engage a total of 300 residents in JPEID over four years. Current outcomes from the Jobs Plus Pilot program (Booker T. Washington & Chalmers Courts) follow:
Jobs Plus Activity Benchmark Unduplicated Total to date
Residents enrolled as Jobs Plus participants – (Jobs Plus Needs Assessment conducted)
180 (by June 30, 2018)
267
Participants enrolled in a job readiness program - 63 Participants enrolled in a certification program - 31 Participants provided Job Search Assistance - 80 Participants referred to a partner for WFD services Target for the end of Year
2 (June 30, 2018) is 190 198
Percent of Residents with a Jobs Plus assessment (participants) that are employed
- 49%
Percent of Work-able residents who are employed Target for the end of Year 2 (June 30, 2018) is 55%
59 % (updated 12/30/17)
Participants Employed 90 days or longer (count residents who started work after Jobs Plus began)
- 21
Number of residents who have had earnings disregarded through the JPEID (updated quarterly)
- 229
Total amount of rent disregarded through the JPEID (JPEID disregarded for 7/1/16 – 12/30/17)
- $557,115
Community Supports for Work: Number of Jobs Plus Events Target for the end of Year
2 (June 30, 2018) is 24 26
Number of residents engaged as Community Liaisons (4 at BTW and 3 at Chalmers)
7 BTW- 3 adults, Chalmers- 2 adults, 2
youth Hours of service delivered by Jobs Plus Community Liaisons during the month of December 2017
- 374
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Additional Jobs Plus Pilot Program accomplishments – September 2017: • Community Liaisons conduct outreach to engage their neighbors with Jobs Plus, participate in
training programs and host monthly networking events and celebrations at Chalmers and BTW. Community Liaisons serve 6 months to 1 year and earn a modest stipend. The program is designed to be a developmental program with new residents filling positions as the previous Community Liaisons are connected with permanent jobs. In December, three Community Liaisons served at BTW and four served at Chalmers. Two Youth Community Liaisons served – both at Chalmers. In late September, one of our BTW Liaisons enrolled in college, started a new job and moved out of public housing.
• During November and December, Coaches connected with residents at Thanksgiving and Holiday themed events. Career Coaches encouraged residents to sign up for classes for the spring semester at each of these events.
• Booker T Washington was fortunate enough to receive free Google Fiber for all residents. September 25th was Google’s first day to have residents come to the Community Room to set up their Google Fiber accounts. BTW Community Liaisons were instrumental in disseminating the information of where and when Google representatives would be on property. Community Liaison outreach efforts allowed us to garner over 90% enrollment in the free broadband service provided by Google Fiber at BTW.
• Jobs Plus coaches worked with HACA's communication manager to set up the group as an adjunct to HACA's Facebook page. This allows us to limit the group to Jobs Plus residents, staff and partners. This group has become another conduit for the JP message from our HACA team and partners - all which are screened through our communications staff. Currently we have 54 members. Our goal is to double the participation by March.
Fatherhood Initiative: I-DADS identifies fathers and father figures living on and/or frequently visiting HACA properties, and provides connections to job search, education, mentorship and resources for building healthy relationships. An overarching goal of the program is to provide support to fathers or important male figures who may have been absent from their children’s lives for some time, but who are making efforts to reengage with their children and previous partner, and to receive the resources necessary to do that. HACA partnered with facilitator, Isaac Rowe (Man in Me), to implement two I-DADS cohorts in 2016, and through a $45,000 grant from the O’Neill Foundation has contracted with Mr. Rowe to implement five additional I-DADS cohorts throughout the next year. The grant also allowed for the hiring of a part-time I-DADS Coordinator to support outreach, implementation and evaluation of the program. The I-DADS Coordinator is currently supporting the cohort at Booker T. Washington. Program participation numbers for the cohorts that have been held to date follows: Year # of Participants # of Graduates # Participants Completing
4-5 Sessions w/Month
2015 (Pilot) 12 9 Not Tracked
2016 20 9 11
2017 (Feb-Dec) 65 27 38
Total 97 45 49
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An extremely innovative program, in that fathers and father figures not living on a HACA property are invited to participate, I-DADS offers a once per week facilitated support group for up to 15 male participants. Sessions focus on healthy relationships, managing anger, making positive choices, developing self-esteem and confidence, and being a role model for your children, among other topics. The group is a safe environment for men to talk about challenging topics among other men. The program also brings partner organizations to share employment, legal and other supportive services.
Workforce Development Partnerships HACA has over 20 Workforce Development partners. The partnerships detailed below are our core partners who are required to report to HACA on a monthly basis. Austin Community College: ACC services are being offered for 2016-2017 at four HACA locations – High School Equivalency Level 1 at Booker T. Washington, Thurmond Heights, Levels 2 and 3 at Georgian Manor, and ESL classes at Meadowbrook. Financial Literacy Coalition/Frost Bank Financial literacy classes for residents were held at three sites during August and September. Content of the classes included Budgeting, Basic Borrowing, Credit, and smart consumer choices. Classes were held at Meadowbrook, Rosewood Courts and Thurmond Heights. Twelve residents attended. HACA is currently working with BBVA Compass Bank and the Financial Literacy Coalition to implement a new series of classes at multiple sites in early 2018. Workforce Development Continuum: HACA’s Workforce Development Continuum takes an innovative approach to workforce development by significantly emphasizing that one type or approach to services does not fit all residents, and services must be creative and individualized to help support each resident in the accomplishment of their unique goals. Progress of workforce continuum partners has been steady with a gradual increase in utilization across the program year. Services from the African American Youth Harvest Foundation (AAYHF) were halted in August when AAYHF staff providing workforce services were let go. Contract renewals were completed in September with Austin Area Urban League and Goodwill.
Workforce Partner Active Clients in Dec 2017
# of new referrals
# outreach events conducted in Dec. 2017
Austin Area Urban League 23 4 3 AAYHF – BEACON Workforce 0 0 0 Goodwill Industries 14 7 1
Total 37 9 4 Lab Apprentice Program – LAP: Begun in September 2015 the LAP program offers computer lab assistance and support at property-based computer labs, through the use of paid apprentices who have received foundational and ongoing monthly training in digital skills and computer lab monitoring. The Lab Apprentice Program is an opportunity for residents to build their technology skills and confidence, to support and train fellow residents, to assist their community, and to support skill-building and potential employment amongst themselves and their peers. Through a 2016 City of Austin GTOPs grant, HACA provided the LAP program at 5 properties – Meadowbrook, BTW, Gaston, Lakeside and North Loop, with 18 LAP apprentices supporting residents at each of the five properties. In March, HACA received notice that it
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had been awarded a $22,000 GTOPs grant for a third year in a row to support the LAP Program. Selection, screening and training of new LAP apprentices began in October of 2017. 11 new apprentices started their training and were placed at the HACA labs in November and December as part of the new GTOPS grant. Fifty-five residents have been served at the Computer labs since the program restarted in November 2017.
Support Services Capital Metro: HACA provides bus passes to self-sufficiency program participants that need transportation assistance and are employed, seeking employment, attending school, a combination of both, or have been referred to other self-sufficiency services. Reduced Fare bus passes are also distributed to elderly and/or disabled residents when needed, for transportation to and from medical and benefit appointments.
Bus Pass Type # Distributed Dec. 2017 # Distributed to Date
1 day 12 47 7 day 3 43 31 day standard fare 5 55 31 day reduced fare 0 22 Metro Access 10 Rides 1 32
Total 46 199 Childcare: HACA provides childcare assistance to ROSS, FSS and Jobs Plus participants who are employed, attending school and seeking employment, or a combination of these activities. Information follows on the number of residents that utilized childcare services during the month of September.
Childcare Type ROSS FSS Jobs Plus Sept-Total HACA Childcare Voucher Program 1 6 4 11 Self Arranged Childcare 3 4 5 12
Total 4 10 9 23
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HUMAN RESOURCES
HOUSING AUTHORITY OF THE CITY OF AUSTIN
MEMORANDUM
To: Michael Gerber, President/CEO From: Gloria Morgan, Human Resources Director Subject: Monthly Report Date: February 7, 2018
For the month of January, the Human Resource Department has: Recruitment Efforts: The Human Resource Department continues to build a direct pipeline of highly qualified and diverse potential candidates by continuing to partner with Workforce Commission (TWC). In January we participated in two events that included a Tradesmen Fair and a recruitment event. We met with 105 potential candidates and had the opportunity to discuss our benefits, our position availability, how and where to apply and discussed why we are an employer of choice. From those efforts we had 22 apply for various positions. For the upcoming months we will continue to develop our partnership with TWC by continuing to support their endeavors. We will also participate at a job fair held by Texas State University on February 7, 2018. On February 21, we will be participating in a job fair at University of Texas. Additionally, we are planning on attending a job fair in March, at Huston Tillotson University, which will hopefully provide us with a very diverse population of candidates and continue to build partnership with colleges. We believe these partnerships and efforts will increase our pipeline of highly qualified and diverse candidates. In January we advertised for eight (8) positions using print (Austin American Statesman), and other electronic sources. Our sourcing data shows Indeed.com and employee referrals continue to be our most productive sources. We received 31 applications from employee referrals, two (2) were interviewed and one was hired which is 6.5% to a 3.2 % hire rate ratio. Though we received 116 applications sourced from Indeed.com the interview rate was less, at 1.7% to a 0.00% hire rate ratio this month.
PRESIDENT/CEO’S REPORT TO BOARD OF COMMISSIONERS
By Gloria Morgan, Human Resources Director Number of Employees as of February 7, 2018 = 244
Regular Full Time – 240 Part Time – 4
NEW HIRES (5) January 8, 2018– February 7, 2018 Hernandez, Aileen Internship Spring 2018 Graphic Design
& Photography Executive
Green, Nancy Landlord Outreach/Tenant Specialist Assisted Housing
Saud, Ramzi TRACS Data Analyst SHCC
Nieto, Joseph Apartment Maintenance Technician HCD
Johnson, Shonda Property Manager II HCD
TERMINATIONS/ RESIGNATIONS (6) – January 8, 2018– February 7, 2018 R=Resigned T = Terminated L= Lay Off A = Abandonment G =Grant
Assignment Ended = E Clark-Brown, Linelle (R) Grants Manager HCD
Rivera, John (R) Lead Maintenance HCD
Williams, Melissa (R) Assisted Housing Assisted Housing
Hamedi, Atif (E) Digital Inclusion Fellowship Executive
Cabello, Henry (R) Construction Manager Planning & Development
Prieto, Joseph (R) Compliance Specialist SHCC
The Housing Authority of the City of Austin OPEN POSITIONS (4) as of February 7, 2018
POSITION
DATE POSTED
DEPARTMENT
Apartment Maintenance Technician 10/07/2017 Housing & Community Development
Lead Maintenance 01/23/2018 Housing & Community Development
Assistant Housing Manager 01/23/2018 Housing & Community Development
SQL Programmer Financial Data 02/05/2018 Finance
Southwest Housing Compliance Corporation OPEN POSITIONS (0) as of February 7, 2018
POSITION
DATE POSTED
DEPARTMENT
Human Resource Diversity Monthly Report
36
61
49
1132
48
2941
Hispanic or Latino Males 14.8%Hispanic or Latino Females 25.0%White Males 20.1%Black or African American Males 4.5%Native Hawaiian or Other Pacific Islander Males 1.2%Two or More Races Males 0.8%White Females 19.7%Black or African American Females 11.9%Native Hawaiian or Other Pacific Islander Females 1.6%Asian Females 0.4%
Total: 100.0%
0
20
40
60
80
100
Asian
Black o
r Afri
can
Amer
ican
Hispan
ic or
Lat
ino
Native
Haw
aiian
or O
ther
Pacific
Islan
der
Two or
mor
e ra
ces
Whit
e
740
97
1 2
97
Asian
Black or AfricanAmerican
Hispanic or Latino
Native Hawaiian orOther Pacific Islander
Two or more races
White
Ethnicity
143
101F 58.6%M 41.4%Total: 100.0%
Gender
Page 1 of 12/8/2018
MANAGEMENT INFORMATION
SYSTEMS
Housing Authority of the City of Austin
Established in 1937
Interof f i ce Memo To: Sylvia Blanco, Executive Vice President From: Andrea Galloway, Director of MIS Subject: MIS Report for January 2018 Date: February 5, 2018
• MIS o Work orders completed – 339 o Security requests completed – 9 o Alarm incidents – 51 o Preparing MIS Budget for FY 18/19 o Working on Disaster Recovery plan
• Laserfiche o Attended Laserfiche Conference o Implemented automated reasonable accommodation process o Continued efficiency updates and paperless planning for Assisted Housing o Continued efficiency updates and paperless planning for HCD o Started efficiency updates and automated workflows for SHCC
• Assisted Housing o Testing new tablets with Inspectors
• Executive o Working on NOVUS Agenda
• Finance o Assisting Payroll with system and tax updates
• Housing & Community Development o Continued computer dismantling and installation for property offices and community
rooms due to remodeling o Working on fiber ring Internet replacement o Coordinating multiple Yardi projects o Reviewing and coordinating security projects at Northloop, Gaston, and Bouldin
• Human Resources o Weekly meetings to discuss and implement new data efficiencies o Preparing for open enrollment
• Planning & Development o Installed new computers for staff
• Southwest Housing o Started process for application refresh for CABase o Discussing technology aspects of re-bid with consultants o Assisted consultants with data sharing technology
PLANNING & DEVELOPMENT
1
Housing Authority of the City of Austin Established in 1937
PLANNING & DEVELOPMENT MONTHLY REPORT
To: Michael Gerber, President & CEO From: James Teasdale, Planning & Development Director Date: February 6, 2018 CFP and Other Funds Status:
CFP Year Implementation Schedule Current Status Obligated Expended Obligated Expended 2015-726 CFP $2,370,772.00
90% 4/12/17 $2,133,694.80
100% 4/12/19 $2,370,772.00
100% 1/31/17 $ 2,370,772
96% 1/31/18 $ 2,267,058.30
2016-727 CFP $2,454,926.00
90% 4/15/18 $2,209,433.40
100% 4/15/20 $2,454,926.00
99% 1/31/18 $ 2,427,115.59
73% 1/31/18 $ 1,792,259.08
2017-728 CFP $1,747,395.00
90% 8/16/2019 $1,572,655.50
100% 8/16/2021 $1,747,395.00
33% 1/31/2018 $ 575,817.33
6% 1/31/2018 $ 113,337.30
2016-THURMOND ESSG CFP $ 248,569.00
90% 4/13/2017 $ 223,712.10
100% 4/12/2018 $ 248,569.00
98% 1/31/2018 $ 243,678.00
93% 1/31/2018 $ 230,914.64
2018-729 CFP $ 847,845.00 (only a fund estimate, as not yet factored or funded by USHUD)
90% 4/30/2020 $ 763,060.50
100% 4/30/2022 $ 847,845.00
0% 1/31/2018 $ 0.00
0% 1/31/2018 $ 0.00
2
Projects Status: USHUD 2017 Capital Fund Program—Environmental clearances of all planned work
items are COMPLETE, and USHUD/SAFO has now authorized draw down and expenditure of the funds needed for the physical improvements contained in the plan. In process. Fund Value=$1,747,395
USHUD 2018 Capital Fund Program—Development of a CFP Plan and related work items for 2018 funding, that will only be received for those developments that have not transitioned to RAD. Emphasis is placed on specific identified work items that will relieve those sites of those projects, when going through RAD conversion. A 2018 CFP Plan was developed, addressing only those sites still not yet converted. Work items were chosen to complement and align with RAD planned efforts. The plan will be electronically uploaded to USHUD/SAFO and loaded into the online EPIC system, per current HUD requirements, upon notification of the actual fund award, anticipated in March to April, 2018 In process. Fund value = $847,845
USHUD Capital Fund Program Performance & Evaluation Reporting—These reports detail fund expenses on all open Capital Fund Programs, as of September 30, 2017. All programs are adjusted and revised at this time of each year, to reflect incurred projects and expenditures, and accommodate the agency’s current needs. All programs are subject to major modifications, due to RAD activities and new property closings. These revisions are then provided to the USHUD for approval and re-allocations in the CFP budget system. The budgets and work items have been adjusted and the reports are complete and have been uploaded to USHUD/SAFO, where they will be reviewed. Approval and return, by SAFO may take a few weeks. COMPLETE.
Interior Renovations, Final Phase IV, Rehab—Thurmond Heights—The final 16 buildings containing 32 Units of the site are all nearing completion, having undergone substantial renovation, including improved floor plans for better functionality of spaces, with adjusted kitchen cabinet layouts, relocating W/D connects, adding cabinets, ceramic tile and vinyl plank & wood floors, new/upgraded trim and case work, utilizing tank-less WH’s for improved efficiencies, all new insulation, replacing & upgrading elec. wiring systems for higher capacity, exterior siding replacements and full exterior re painting, and new, central HVAC systems that include high efficiency air conditioning. Work commenced in late May, 2017, with approx. 300 days or less for completion, planned for approx. April, 2018. In process and on schedule. Project value = $2,070,333.00 .
Parking Lot Renovations, Phase II—Thurmond Heights—Full removal of existing asphalt surfacing in the remaining four of the sites’ seven existing resident parking lots, and replacement with new base materials and surfacing, along with ADA parking lot & sidewalk access modifications, and restriping work. Project also includes site grading and drainage improvements, as erosion controls to the property. The fourth and last parking lot area is now completing and work will soon start on the repairs that will be made to the HACA owned private drive, Meadowlark Street. Project will be extended due to the heavy rain and cold that have impacted our area over the last year. Contractor though, has made good work through the weather delays and the project is providing excellent results. Project is approx. 75% complete, with approximately 35 days left to complete all work. In process. Project value = $ 319,054.00.
Lighting Improvements—Rosewood & Salina--Replacement of existing exterior wall-pack light fixtures on the residential buildings, as well as exterior lighting around the Office/Community Center & Maintenance Shop with all LED lighting for improved security and energy efficiency. UPDATE-This project has been revised and upgraded to cover both
3
sites’ security lighting needs, with additional fixtures and modifications to the Salina property, as requested by site staff, and to relieve the scope of work desired as part of the RAD transition. In process. Project value = $45,000.00
RAD Transition, Phase 1--Planning & Construction & Completions—Gaston Place, Bouldin Oaks, Georgian Manor, North Loop, Northgate West, Shadowbend Ridge, Manchaca II, Manchaca Village, and Coronado Hills—While address of typical punch work items still continues, Resident Unit rehab work was completed or reached substantial completion at Manchaca Village, Shadowbend, North Loop, Bouldin Oaks, Manchaca II, Coronado Hills, and Georgian Manor by December 31, 2017, as required. Work continues at Northgate, with interior and exterior portions of the scope. Northgate is approx. 70% complete. Some site work planning and fine tuning is still underway with the A/E Design/Build team to ensure the best outcomes. In process. Project value = approx. $17,000,000+.
RAD Phase 2 Straight Conversions—Planning & Construction--Meadowbrook & Booker T. Washington--Demolition of the selected existing retaining walls on the BTW site, scheduled to be replaced, is complete. Engineered drawings of new wall construction details are being provided to the City of Austin plan review office for permit issuance. New site security lighting poles and fixtures are under order. In-Unit sub floor repair work begins February 12, and will continue for 16 weeks. Team meetings are held each week for communication and strategizing for the in-Unit repair work that will start in late February. Completion planned for mid-August, 2018. In process. Project Value = approx. $2,160,000.00
RAD Phase 3 Re-Development Planning—Goodrich—Proposed construction plan reviews, materials and finish selections, site amenity selections, are all under way with the developer. In process.
RAD Phase 4 Re-Development Planning—Chalmers-- Proposed construction plan reviews, materials and finish selections, site amenity selections, are all under way with the developer. In process.
RAD Transition Planning—Rosewood, Santa Rita, Lakeside, Salina, Thurmond Heights—All RAD property condition reports were reviewed and Reserve for Replacement Schedules developed by teams that include members of multiple HACA dept.’s and scopes of work developed for all remaining PH inventory communities that will undergo RAD actions, as either straight conversions or tax-credit-funded rehab, in the near future. Capital Funds may be used, pre-conversion, to address some of these identified needs, thereby reducing the amount of work scope and costs that would be needed for the RAD transition. In process.
Scattered Site Single Family Home Renovations—Working with site staff to identify needs for these PH Units, including siding replacements and repairs, and other interior and exterior renovation needs. Contractor bids have been received for the first three Units selected to undergo these renovations. In process. Project value = approx. $40,000
Water Boiler Replacements—Lakeside—Both the existing domestic water boiler and heating boiler system serving Lakeside residents, were in need of replacement. The domestic water boiler change-out was procured and that work is underway with completion scheduled for February 15 or earlier. The scope of work included install of a temporary boiler so Residents would continue to have hot water throughout the process. The heating boiler is in planning for replacement once the heating season passes. In process. Project value = approx. $175,000
Google IT Wiring—Working with Google installation design teams on all properties, to develop fiber installation strategy and plans. Google Fiber initial wiring is now COMPLETE at Manchaca Village, Meadowbrook, Bouldin Oaks, Shadowbend, Booker T. Washington, and Salina. Gaston Apartments infrastructure wiring is in now in place for the
4
first of four separate wings of that rehab project. Manchaca II, a site that previously was thought to be included much later in service connections, is now under planning for the infrastructure wiring to bring fiber to the Units. In process.
HVAC Renovations—Salina—Eight Units of Salina, receiving full replacement of their roof top unit air conditioning/heating plants, as requested by site staff and to relieve the RAD scope of this work item. In process. Project Value=$32,000
Roof Replacement & HVAC Renovations—Thurmond Heights—Currently in planning stage for a combined roof and HVAC systems replacement on the Mgmt. & Community Center of the site, to relieve the work from the RAD scope of work needed to straight convert the site under RAD. In process. Project Value=Approx. $150,000
ADA Accessibility/Fair Housing Parking Improvements—Extensive renovation of selected parking areas of the sites’ ADA Units, for improvement to, and compliance with, accessibility requirements. Assessments were completed, scopes of work were developed and bid, and award of Contract and Start of Work is expected within 30 days. In process. Project Value=$80,000.
Unit Renovations—Lakeside & Santa Rita—As requested by site staff, assistance with full renovation of one Unit at each of these developments. Units are beyond the normal scope of maintenance make ready, and require full rehab work of abatement, flooring replacement, cabinetry and door replacements, appliances, etc., to bring back to standard HACA quality. The Lakeside Unit is now COMPLETE and the Santa Rita Unit is underway, with completion scheduled in approx. 10 days. Project Value = approx. $45,000
Fencing Replacement—Rosewood---Replacement of the existing privacy fencing separating the Rosewood development from its’ neighbors on the south side of the property, as requested by site staff, and to relieve the work item from the developing RAD scope. Currently in solicitation.
HVAC Renovations—HACA HQ—Currently working on the engineering needs related to the replacement of two separate roof-top-unit 15-ton HVAC systems serving the HACA Main Administrative facility. Design for the support structure is underway while the equipment to be installed is researched and selected for best efficiency and value. In process.
AUSTIN AFFORDABLE HOUSING
CORPORATION
Housing Authority of the City of Austin Established in 1937
AUSTIN AFFORDABLE HOUSING CORPORATION
To: Mr. Michael Gerber From: Ron Kowal, Vice President of Housing Development and Asset Management Subject: Monthly Report for the month of January, 2018 Date: February 1, 2018 The following is a summary of the activities during the month of January, 2018 for Austin Affordable Housing Corporation. Eastland Plaza Shopping Center:
• Purchase Date: October 24, 2003 • Purchase Price: $6,500,000.00 • Down Payment: $1,847,727.33 • Amount Financed: $4,555,000.00 • Loan Balance: $0.00
Property Comments: For the month of January, 2018, Eastland Plaza collected $99,838.67 in rents, and remains 100% occupied. AAHC is reviewing the expansion of Golden Chick. AAHC is determining future development and market segments that would benefit the neighborhood. Sterling Village Apartments:
• Property Location: 10401 North Lamar Blvd. • Site Area: 9.31 Acres with a density of 22.2 units per acre • Building Size: 207 units consisting of 20 buildings, total rentable square feet 148,005
Unit Mix:
Unit Mix Information Monthly
# of Units Type SF/Unit Rent/Unit Rent/SF Total SF Total Rent 68 1/1 580 599 1.03 39,440 40,732 84 1/1 709 699 .99 59,556 58,716 28 2/1 841 749 .89 23,548 20,972 27 2/2 943 799 .85 25,461 21,573
207
715
712 .94 148,005 $141,993
• Purchase Date: March 17, 2004 • Purchase Price: $7,000,000 • Down Payment: $4,000,000 • Amount Financed: $4,600,000 • Loan Balance: $4,600,000 • Management Company: Apartment Management Professionals(AMP) • Occupancy: 99% • Leased: 100% • Move-ins: 0 • Move-outs: 1 • Renewals 11 • Voucher Holders 6 • VASH 0
Property Comments:
For the month of January, Sterling Village collected $131,518.50 in rents. The property also collected $8,852.79 in “other income” such as water allocation billing, etc., which brought total collections for the month of January to $140,371.29. The property remained in full compliance under the Affordable Housing Program. The Land Use Restriction Agreement (LURA) requires a total of 73 Qualifying Units (QU), of which 42 must be leased to Very Low-Income (VLI) households. The property achieved a total of 73 QUs, of which 42 are designated as VLI. Sterling Village maintained a 99% occupancy rate during the month of November and ended the month 100% leased. Renewals are under way for leases expiring in February & March with a strong renewal trend. Maintenance received 61 service requests during the month. Sweetwater at Wells Branch Apartments: Property Location: 2323 Wells Branch Parkway
• Site Area: 5 acres with a density of 30.4 units per acre • Building Size: 152 units consisting of 8 buildings, 102,140 total rentable square feet
Unit Mix: Unit Mix
Information Monthly
# of Units Type SF/Unit Rent/Unit Rent/SF Total SF Total Rent 32 Eff 450 495 1.10 14,400 15,840 36 1/1 540 595 1.10 19,440 21,420 36 1/1 635 650 1.02 22,860 23,400 32 2/2 920 795 .86 29,440 25,440 16 2/2 1000 865 .87 16,000 13,840 152 676 634 .99 102,140 $99,940
• Purchase Date: September 30, 2007 • Purchase Price: $5,400,000 • Down Payment: $1,100,000 • Amount Financed: $3,997,000 • Loan Balance: $3,997,000 • Management Company: Apartment Management Professionals(AMP) • Occupancy: 98% • Leased: 99% • Move-ins: 1 • Move-outs: 3 • Renewals 12 • Voucher Holders 2 • VASH 4
Property Comments: For the month of January, Sweetwater collected $87,999.95 in rent. The property also collected $6,638.17 in “other income” such as water allocation billing, etc., which brought total collections for the month of January to $94,638.17. The property remained in full compliance under the Affordable Housing Program. The Land Use Restriction Agreement (LURA) requires a total of 54 Qualifying Units (QU), of which 31 must be leased to Very Low-Income (VLI) households. The property achieved a total of 54 QUs, of which 31 are designated as VLI. Renewals are under way for the leases expiring February & March. Maintenance received 46 service requests during the month.
Bent Tree Apartments: • Property Location: 8405 Bent Tree Road • Site Area: 6.00 Acres with a density of 21 units per acre • Building Size: 126 units consisting of 15 buildings, total rentable square feet 100,912
Unit Mix: Unit Mix
Information Monthly
# of Units Type SF/Unit Rent/Unit Rent/SF Total SF Total Rent 72 1/1 713 685 1.04 51,336 49,320 40 2/1 881 795 1.11 35,240 31,800 14 2/2 1,024 950 1.08 14,336 13,300 126 873 $810 1.08 100,912 $94,420
• Purchase Date: August 31, 2004 • Purchase Price: $5,400,000 • Down Payment: $3,000,000 • Amount Financed: $1,465,123 • Loan Balance: $1,296,785.62 • Management Company: Apartment Management Professionals(AMP) • Occupancy: 99% • Leased: 100% • Move-ins: 5 • Move-outs: 3 • Renewals 17 • Voucher Holders 1 • VASH 0
Property Comments: For the month of January, Bent Tree collected $87,601.07 in rent. The property also collected $17,000.58 in “other income” such as property insurance reimbursement, which brought the total collections for the month of January to $104,601.65. The Bent Tree team renewed 4 leases this month and answered 194 leasing inquiry calls. The team is working to renew leases expiring in February & March. Maintenance received 56 service requests for the month. Bent Tree is under discussion to refinance in the upcoming months. Needed capital improvements are new roofs and energy efficient windows. The increase in “other income” is the repayment of insurance proceeds from the laundry fire. Park at Summers Grove Apartments:
• Property Location: 2900 Century Park Boulevard • Site Area: 13.29 acres with a density of 18.06 units per acre • Building Size: 240 units consisting of 20 buildings, total rentable square feet 248,200
Unit Mix: Unit Mix
Information Monthly
# of Units Type SF/Unit Rent/Unit Rent/SF Total SF Total Rent 8 1/1 684 680 1.01 5,472 5,440
16 1/1.5 814 690 1.18 13,024 11,040 12 1/1.5 840 705 1.19 10,080 8.460 120 2/2.5 1025 835 1.23 123,000 100,200 24 2/2 1118 855 1.23 26,832 20,520 12 2/2 1144 875 1.31 13,728 10,500 48 3/2.5 1168 1000 1.17 56,064 48,000 240 970 $805 1.19 248,200 $204,160
• Purchase Date: October 8, 2008 • Purchase Price: $ 1,600,000.00 • Down Payment: $ 1,600,000.00 • Amount Financed: $ 1,600,000.00 • Loan Balance: $ 13,500,000.00 • Management Company: Apartment Management Professionals(AMP) • Occupancy: 99% • Leased: 100% • Move-ins: 7 • Move-outs: 7 • Renewals 15 • Voucher Holders 92 (82 HACA Vouchers, 6 Travis County and 4 Round Rock)
Property Comments: For the month of January, Park at Summers Grove collected $206,162.10 in rent. The property collected $18,444.06 in “other income” such as water allocation billing, late & relet fees, etc., which brought total collections for the month of January to $224,606.16 Park at Summers Grove leasing activity included 15 lease renewals, 8 new leases and 7 new tenant move-ins. Renewals are under way for the leases expiring in February & March. Maintenance received 24 service requests for the month. Tenant activities on site included story time with snacks, meet and greet the new manager, Erika, and a grab and go breakfast. Lexington Hills Apartments:
• Property Location: 2430 Cromwell Circle • Site Area: • Building Size: 238 units consisting of 17 buildings
Unit Mix: Unit Mix
Information Monthly
# of Units Type SF/Unit Rent/Unit Rent/SF Total SF Total Rent 16 1/1 545 679 1.25 8,720 10,864 110 1/1 603 719 1.21 66,330 80,190 41 1/1 787 779 .99 32,267 31,939 16 2/1 914 879 .96 14,624 14,064 32 2/2 1009 919 .91 32,288 29,408 23 2/2 1084 929 .86 24,932 21,367 238 824 $819 1.03 150,120 $187,832
• Purchase Date: September 21, 2013 • Purchase Price: $ 11,500,000.00 • Down Payment: $ 2,500,000.00 • Amount Financed: $ 8,900,000.00 • Loan Balance: $ 8,326,931.45 • Management Company: Apartment Management Professionals(AMP) • Occupancy: 97% • Leased: 99% • Move-ins: 7 • Move-outs: 3 • Renewals 14 • Voucher Holders 18 • VASH 2
Property Comments: For the month of January, Lexington Hills collected $180,910.61 in rent. The property collected $10,929.02 in “other income” such as water allocation billing, etc., which brought total collections for the month of January to $191,839.63. Lexington Hills leasing activity included 14 lease renewals, 3 new leases and 7 new tenant move-ins. Renewals are under way for the leases expiring in February & March. The property received 92 service requests for the month. Bridge at Tech Ridge Apartments:
• Property Location: 12800 Center Lake Drive • Site Area: 17.9 acres; 16.4 units per acre • Building Size: 294 units consisting of 11 buildings
Bridge at Tech Ridge Unit Mix
# of units Type SF/Unit Rent/Unit Rent/SF Total SF Monthly Total Rent 32 1/1 A1 565 799 $1.41 18,080 $25,568.00 4 1/1 A1b 565 824 $1.46 2,260 $3,296.00
17 1/1 A2 615 815 $1.33 10,455 $13,855.00 1 1/1 A2b 615 840 $1.37 615 $840.00
68 1/1 A3 660 875 $1.33 44,880 $59,500.00 4 1/1 A3b 660 900 $1.36 2,640 $3,600.00
78 1/1 A4 815 925 $1.13 63,570 $72,150.00 6 1/1 A4b 815 950 $1.17 4,890 $5,700.00
74 2/2 B1 1,045 1175 $1.12 77,330 $86,950.00 10 2/2 B1b 1,045 1200 $1.15 10,450 $12,000.00
294 740 930 $1.28 235,170 $283,459.00
• Purchase Date: September 21, 2015 • Purchase Price: $ 31,209,000.00 • HACA Down Payment: $ 1,579,373.05 • CDT Down Payment: $6,650,000.00 • Amount Financed: $ 23,820,000.00 • Loan Balance: $ 22,902,659.31 • Management Company: Apartment Management Professionals(AMP) • Occupancy: 99% • Leased: 99% • Move-ins: 16 • Move-outs: 13 • Renewals 10
• Voucher Holders 4 • VASH 0
Property Comments: For the month of January, Tech Ridge collected $280,846.34 in rent. The property also collected $38,231.40 in “other income”, which brought the total collections for the month of January to $319,077.74. The Tech Ridge team renewed 10 leases this month and answered 20 leasing inquiry calls. The team is working to renew leases ending in February & March. Maintenance received 141 service requests for the month. The property is installing new cameras for security on property. Bridge at Center Ridge Apartments:
• Property Location: 701 Center Ridge Drive • Site Area: 23.5 acres; 14.8 units per acre • Building Size: 348 units consisting of 13 buildings
Bridge at Center Ridge
Unit Mix # of units Type SF/Unit Rent/Unit Rent/SF Total SF
Monthly Total Rent
43 1/1A1 565 799 $1.41 24,295 $34,357.00 5 1/1A1b 565 824 $1.46 2,825 $4,120.00
21 1/1 A2 615 815 $1.33 12,915 $17,115.00 3 1/1A2b 615 840 $1.37 1,845 $2,520.00
80 1/1 A3 660 875 $1.33 52,800 $70,000.00 4 1/1A3b 660 900 $1.36 2,640 $3,600.00
91 1/1 A4 815 925 $1.13 74,165 $84,175.00 5 1/1A4b 815 950 $1.17 4,075 $4,750.00
87 2/2 B1 1,045 1175 $1.12 90,915 $102,225.00 9 2/2B1b 1,045 1200 $1.15 9,405 $10,800.00
348 740 930 $1.28 275,880 $333,662.00
• Purchase Date: September 21, 2015 • Purchase Price: $ 36,941,000.00 • HACA Down Payment: $ 2,481,871.93 • CDT Down Payment: $10,450,000.00 • Amount Financed: $ 24,900,000.00 • Loan Balance: $ 23,941,067.32 • Management Company: Apartment Management Professionals(AMP) • Occupancy: 98% • Leased: 100% • Move-ins: 13 • Move-outs: 14 • Renewals 15 • Voucher Holders 2 • VASH 0
Property Comments: For the month of January, Center Ridge collected $332,146.20 in rent. The property also collected $33,354.58 in “other income”, which brought the total collections for the month of January to $365,500.78. The Center Ridge team renewed 15 leases this month and answered 46 leasing inquiry calls! The team is working to renew leases ending in February & March. Maintenance received 138 service requests for the month.
Bridge at South Point (Oslo):
Bridge at South Point (Oslo) Unit Mix
# of units Type SF/Unit Rent/Unit Rent/SF Total SF
Monthly Total Rent
16 Efficiency 408 699 $1.71 6,528 $11,184.00 26 1/1 A 504 750 $1.49 13,104 $19,500.00 79 1/1 A-1 610 750 $1.23 48,190 $59,250.00 39 2/1 B 760 945 $1.24 29,640 $36,855.00 16 2/2 B-1 860 1050 $1.22 13,760 $16,800.00
176 628 839 $1.37 111,222 $143,589.00 Unit Mix:
• Occupancy: 91% • Leased: 95% • Loan Balance: $13,200,000 • Down units: 1- Rehab Units • Move-ins: 2 • Move-outs: 9 • Renewals 12 • Voucher Holders 5 • VASH 5
Property Comments: For the month of January, Oslo collected $132,441.60 in rent. The property also collected $13,594.11 in “other income”, which brought the total collections for the month of January to $146,035.71. The Oslo team renewed 14 leases this month and answered 153 leasing inquiry calls. The team is working to renew leases ending in February 7 March. Maintenance received 41 service requests for the month. Oslo did some marketing and met with locators, they also added Zillow to their advertising strategy. Bridge at Volente:
Bridge at Volente Unit Mix
# of units Type SF/Unit Rent/Unit Rent/SF Total SF
Monthly Total Rent
72 1/1 690 804 $1.16 49,680 $ 57,888.00 104 2/2 932 979 $1.05 96,928 $101,816.00 32 3/2 1116 1269 $1.14 32,712 $ 40,608.00
208 913 1,017 $1.12 179,320 $200,312.00 Unit Mix:
• Occupancy: 99% • Leased: 100% • Loan Balance: $21,148,000 • Down units: • Move-ins: • Move-outs: • Renewals • Voucher Holders • VASH
Property Comments:
For the month of January, Volente collected $198,670.39 in rent. The property also collected $14,549.71 in “other income”, which brought the total collections for the month of January to $213,220.10. The Volente team renewed 14 leases this month and answered 172 leasing inquiry calls. The team is working to renew leases ending in February & March. Maintenance received 52 service requests for the month.
Bridge at Sterling Springs:
Bridge at Sterling Springs Unit Mix
# of units Type SF/Unit Rent/Unit Rent/SF Total SF
Monthly Total Rent
43 1/1 487 809 $1.66 7,792 $34,787.00 5 1/1 589 865 $1.47 7,068 $4,325.00
21 1/1 635 890 $1.40 15,240 $18,690.00 3 1/1 638 890 $1.39 25,520 $2,670.00
80 1/1 650 900 $1.38 5,200 $72,000.00 4 2/2 830 1,000 $1.20 3,320 $4,000.00
91 2/2 874 1,055 $1.21 31,464 $96,005.00 5 2/2 888 1,071 $1.21 17,760 $5,355.00
87 2/2B1 894 1,150 $1.29 10,728 $100,050.00 172 740
$1.35 275,880 $337,882.00
• Occupancy: 99% • Leased: 100% • Loan Balance: $13,225,000.00
See attached report.
Property Comments:
• For the month of January, Sterling Springs collected $157,825.01 in rent. The property also collected $16,190.03 in “other income”, which brought the total collections for the month of January to $174,015.04. The Sterling Village team renewed 14 leases this month and answered 72 leasing inquiry calls. The team is working to renew leases ending in February & March. Maintenance received 52 service requests for the month.
Leasing Activity Rent Roll of current office tenants: For the month of January, the office space portfolio collected $88,302.89. There are no current improvement projects in progress. AAHC is determining lease rates and prospective tenant of the building. Literacy Coalition of Central Texas expanded to the 2nd floor of 1640 East 2nd St. Jobs Plus will be utilizing space available at 1640-B East 2nd Street. AAHC Single Family Homes: AAHC’s Single Family Homes are currently 100% occupied and had a gross rent collection for January of $20,369.00. The home purchased for the Rio Lado development was leased and occupied in mid June. Leisure Time Village: AAHC owns a total of 22 of 23 units in the complex. The property is 100% occupied and had a gross rent collection for January of $13,242.60. Homeownership Downpayment Assistance Program: AAHC has a total of 105 homeowners assisted through this program (two through Equity CLT). We are working with one client purchasing a new construction home the first quarter of 2018. Phone calls have picked up with interest in the program. Currently we are marketing the program in direct mailings to Public Housing tenants and through the ROSS and Section 8 and Public Housing FSS Coordinators.
Six-Star Program: We currently have one resident at Sterling Village Apartments and three residents in Lexington Hills. These were over income families in the first phase of RAD. We moved one resident into Leisure Time Village that is relocating in connection with RAD. We continue to work with Public Housing to place their over-income residents that are part of the RAD program. We have had additional interest, but no additional applications have met the requirements of the program. Financial Literacy: We continue to work with Frameworks CDC to offer Pre-purchase Homebuyer Education classes. There has been an increase in participation in the Pre-purchase Homebuyer Education classes. Classes are filling two months in advance. We are currently partnering with Foundation Communities, Frameworks CDC, Cornerstone Financial, FLCCT and Habitat for Humanity to provide credit counseling where needed. Community Land Trust: Our second CLT home sold in July 2016, to a family at Booker T. Washington. We will look into increasing our inventory at this point. New Construction/Tax Credit Developments Pointe at Ben White:
• Developer Partner – LDG Development LLC • Property Location – 6934 E. Ben White Boulevard, Austin, Texas • Building Size – 250 units • Property Type – Family • Construction Lender: Bank of America, N.A. • Debt Provider: Lancaster Pollard (FHA) • Equity/Tax Credit Investor: Enterprise Community Investment, Inc. syndicated to Bank of America, N.A. • Bond Amount - $21,875,000 Tax-Exempt • Management Company: Capstone Real Estate Services, Inc. • Closing Date: August 2014 • See attached for List of Contacts and Ownership Chart
Villages of Ben White:
• Developer Partner – LDG Development LLC • Property Location – 7000 E. Ben White Boulevard, Austin, Texas • Building Size – 183 units • Property Type – Senior (55+ years) • Construction Lender: Community and Southern Bank • Debt Provider: Red Stone – sold to Google • Equity/Tax Credit Investor: R4 Capital syndicated to Goldman Sachs • Bond Amount - $16,242,000–Tax-Exempt; $3,500,000-Taxable • Management Company: Capstone Real Estate Services, Inc. • Closing Date: August 2014 • See attached for List of Contacts and Ownership Chart
The Reserve at Springdale:
• Developer Partner – Ryan Companies, Inc. • Property Location – 5605 Springdale Road, Austin, Texas • Building Size – 292 units • Property Type – Family • Construction Lender: JP Morgan Chase • Debt Provider: Cornerstone Permanent Mortgage Fund II LLC C/O Boston Capital Partners • Equity/Tax Credit Investor: City Real Estate Associates (CREA) syndicated to CREA’s Fund 43 • Bond Amount - $24,325,000 Tax-Exempt • Management Company: Lincoln Property Company • Closing Date: July 2015 • See attached for List of Contacts and Ownership Chart
Harris Branch Senior:
• Developer Partner – LDG Development LLC
• Property Location – 12433 Dessau Road, Austin, Texas • Building Size – 216 units • Property Type – Senior (55+ years) • Construction Lender: JP Morgan Chase • Debt Provider: Mason Joseph Company, Inc. (FHA) sold to Red Mortgage Capital, LLC • Equity/Tax Credit Investor: R4 Capital will syndicate to one of their multi-funds • Bond Amount - $15,500,000 – Tax-Exempt • Management Company: Capstone Real Estate Services, Inc. • Closing Date: August 2015 • See attached for List of Contacts and Ownership Chart
Urban Oaks:
• Developer Partner – Ryan Companies, Inc. • Property Location – 6725 Circle S Road, Austin, Texas • Building Size – 194 units • Property Type – Family • Construction Lender: JP Morgan Chase • Debt Provider: PNC Bank, National Association • Permanent Funding Lender: Federal Home Loan Mortgage Corporation (“Freddie Mac”) • Equity/Tax Credit Investor: City Real Estate Associates (CREA) • Bond Amount - $17,225,000 Tax-Exempt • Management Company: Lincoln Property Company • Closing Date: December 2015 • See attached for List of Contacts and Ownership Chart
Studios at thinkEAST:
• Developer Partner – Atlantic Pacific Communities, LLC/Madhouse Development Services, Inc. • Property Location – 1143 Shady Lane, Austin, TX • Building Size – 182 units • Property Type – Family • Debt Provider - Citibank • Equity/Tax Credit Investor - Wells Fargo • Bond Amount - $35,607,000 • Management Company: Atlantic Pacific Community Management, LLC • Closing Date: January 2017
Harris Ridge Apartments:
• Developer Partner – The NRP Group, LLC • Property Location – 1501 East Howard Lane, Austin, TX • Building Size – 324 units • Property Type – Family • Debt Provider – KeyBank National Association • Equity/Tax Credit Investor - Bank of America • Bond Amount - $32,320,000 • Management Company: NRP Management LLC • Closing Date: November 2017
Bridge at Cameron:
• Developer Partner – LDG Development LLC • Property Location – 9201 Cameron Road, Austin, TX • Building Size – 263 units • Property Type – Family
• Debt Provider – Mason Joseph • Equity/Tax Credit Investor - R4 Capital • Bond Amount - $25,000,000 • Management Company: Capstone Real Estate Services, Inc • Closing Date: December 2017
Bridge at Cameron:
• Developer Partner – LDG Development LLC • Property Location – Slaughter Lane, Austin, TX • Building Size – 304 units • Property Type – Family • Debt Provider – Mason Joseph • Equity/Tax Credit Investor - Boston Financial • Bond Amount - $26,000,000 • Management Company: Capstone Real Estate Services, Inc • Closing Date: December 2017
SOUTHWEST HOUSING COMPLIANCE
CORPORATION
•••
1124 South IH 35, Austin, Texas 78704 phone 512.474.5332 • fax 512.437.3882 • TTY 800.735.2988
www.shccnet.org
•••
DATE: February 6, 2018 TO: Michael Gerber – President/CEO FROM: Michael Cummings – Vice President FOR: HACA Board of Commissioners RE: January 2018 Monthly Report (Texas) Below is SHCC’s Monthly Report for the above referenced period. SHCC met all Incentive Based Performance Standards (IBPS) requirements and is requesting all eligible basic fees earned. SECTION I – INCENTIVE BASED PERFORMANCE STANDARDS
Management & Occupancy Reviews (IBPS 1) SHCC completed 6 MORs (Management and Occupancy Reviews sent to Owner) in the month of January. Tasks # of MORs Performed this Month # of MORs Sent to Owner this
Month # of MORs Closed this Month
Totals 28 6 24 Processing of Rental Adjustments (IBPS 3) SHCC is currently processing or has processed 143 requests for rent adjustment.
• 114 are currently being processed. None have exceeded the IBPS 30-day deadline. • 29 have been completely processed. All were completed within the IBPS 30-day deadline.
Review, Verify, and Authorize Monthly Vouchers (IBPS 6) SHCC processed all incoming vouchers for the month of February 2018 and paid subsidy on 517 contracts in the amount of $23,365,044.69 on February 1, 2018. Life Threatening Health & Safety Issues (IBPS 9) No Life-Threatening calls were received during this reporting period. NOTE: A Life-Threatening call is one regarding a condition that could cause injury, loss of life, threaten health or cause serious property damage. Non-Life Threatening Health & Safety Issues (IBPS 10) SHCC received 34 Non-Life Threatening calls during this reporting period, all of which were processed in accordance with IBPS established guidelines. A total of 34 calls were received this month, and a total of 26 were closed: 14 from this reporting period and 12 from previous months. A total of 23 calls remain open: 20 from this reporting period and 3 from the previous month.
SHCC Monthly Report – Texas – January 2018 Page 2 of 2
Renewals of Expiring Contracts (IBPS 14) SHCC is currently processing or has processed 38 requests for contract renewal.
• 29 are currently being processed. None have exceeded the IBPS 30-day deadline. • 9 have been sent to HUD for approval and/or funding. All were completed within the IBPS 30-day deadline.
General Reporting Requirements (IBPS 15) None to report. SECTION II - GENERAL Updated Work Plan Status Report None to report. Training From January 8 to 10, 2018, the Director of Compliance and Director of HAP attended the TRACS Industry Conference in Washington DC. On January 10 and 11, 2018, the Vice President and Director of Compliance attended the National Council of State Housing Agencies (NCSHA) Housing Finance Agency (HFA) Conference, Section 8 and Other Federally Assisted Multifamily Housing track/sessions, held in Washington DC. On January 31, 2018, the Compliance Department held a departmental staff meeting and training. Quality Control Activities The Quality Control (QC) department completed an audit of the Compliance Department. The audit determined that SHCC met all ACC requirements. END OF REPORT
•••
1124 South IH 35, Austin, Texas 78704 phone 512.474.5332 • fax 512.437.3882 • TTY 800.735.2988
www.shccnet.org
•••
DATE: February 6, 2018 TO: Michael Gerber – President/CEO FROM: Michael Cummings – Vice President FOR: HACA Board of Commissioners RE: January 2018 Monthly Report (Arkansas) Below is SHCC’s Monthly Report for the above referenced period. SHCC met all Incentive Based Performance Standards (IBPS) requirements and is requesting all eligible basic fees earned. SECTION I – INCENTIVE BASED PERFORMANCE STANDARDS Management & Occupancy Reviews (IBPS 1) HUD Headquarters did not approve the performance of MORs for December 2017. As a result, SHCC completed no MORs (Management and Occupancy Reviews sent to Owner) in the month of January. Tasks # of MORs Performed this Month # of MORs Sent to Owner this
Month # of MORs Closed this Month
Totals 4 0 7 Processing of Rental Adjustments (IBPS 3) SHCC is currently processing or has processed 35 requests for rent adjustment.
• 18 are currently being processed. None have exceeded the IBPS 30-day deadline. • 17 have been completely processed. All were completed within the IBPS 30-day deadline.
Review, Verify, and Authorize Monthly Vouchers (IBPS 6) SHCC processed all incoming vouchers for the month of January 2018 and paid subsidy on 206 contracts in the amount of $4,328,570.96 on February 1, 2018. 3 contracts were funded with a net amount of $0 after deduction of the HUD mortgage offset. Life Threatening Health & Safety Issues (IBPS 9) No Life-Threatening calls were received during this reporting period. NOTE: A Life-Threatening call is one regarding a condition that could cause injury, loss of life, threaten health or cause serious property damage. Non-Life Threatening Health & Safety Issues (IBPS 10) 8 Non-Life Threatening calls were received during this reporting period, all of which were processed in accordance with IBPS established guidelines
A total of 8 calls were received this month and 1 call was closed from this reporting period. 7 calls remain open: all from this reporting period.
SHCC Monthly Report – Arkansas – January 2018 Page 2 of 2
Renewals of Expiring Contracts (IBPS 14) SHCC is currently processing or has processed 8 requests for contract renewal.
• 7 are currently being processed. None have exceeded the IBPS 30-day deadline. • 1 has been sent to HUD for approval and/or funding. All were completed within the IBPS 30-day deadline.
General Reporting Requirements (IBPS 15) None to report. SECTION II - GENERAL Updated Work Plan Status Report None to report. Training From January 8 to 10, 2018, the Director of Compliance and Director of HAP attended the TRACS Industry Conference in Washington DC. On January 10 and 11, 2018, the Vice President and Director of Compliance attended the National Council of State Housing Agencies (NCSHA) Housing Finance Agency (HFA) Conference, Section 8 and Other Federally Assisted Multifamily Housing track/sessions, held in Washington DC. On January 31, 2018, the Compliance Department held a departmental staff meeting and training. Quality Control Activities The Quality Control (QC) department completed an audit of the Compliance Department. The audit determined that SHCC met all ACC requirements. END OF REPORT
