WINTER 2011
VOLUME 10 | NUMBER 1
CONTENTS
1 2011 QAP Sustainable Development Working Group
2 Director’s Message
3 AzHFA/Arizona Housing Commission Update
4 Federal & State Update
5-6 What’s New
7 Event Calendar
LEADING WITH SOLUTIONS
2011 QAP Sustainable Development Working Group (clockwise from left): Chris Fergis (Fergis and Harding Architecture Inc.), Doug
McCord (Architectural Resource Team Inc.), Bryan Dunn (Adolfson and Peterson Contractors), Charlie Gohman (Foundation for Senior
Living), Steve Tofel (Tofel Construction), Mike Trailor (ADOH). Not shown, Jim Tofel (Tofel Construction). See story page 1.
WINTER 2011
1
LEADING WITH SOLUTIONS
UPDATE
2011 QAP Sustainable Development Working Group
Improving Green/Healthy category is goal of panel
I
In 2010 the Department introduced the Green/Healthy scoring
category to the Low Income Housing Tax Credit program’s Qualifi ed
Allocation Plan (QAP). In 2010, 20 points were available to
incentivize developers to design a ordable housing developments that
use less energy and water and to build with healthier materials creating
better living environments for residents. After numerous meetings and
hours of brainstorming, a qualifi ed group of architects, contractors and
energy experts transformed the Green/Healthy section of the 2010
QAP into a new Sustainable Development scoring category for the
2011 QAP and increased the possible points to 30.
Reducing annual operating costs, conserving valuable resources
and building healthier living environments are elements that should
be incorporated into today’s a ordable housing developments. Over
the 30-year compliance period, the cost for energy and water are sure
to rise. As our population continues to grow, straining our resources,
it is becoming increasingly important that we develop strategies to
conserve these resources. By changing some building materials, at a
reasonable cost, we are able to create a healthier living invironment
and a more sustainable future.
Energy e ciencies are improved by upgrading insulation, adding
Solar PV systems and in our desert climates by building “cool roofs.”
Water consumption is reduced by installing dual fl ush toilets and
having drip landscape irrigation systems designed by an EPA Water
Sense Certifi ed Professional. Healthier living environments are created
by using low VOC carpets, adhesives and fi nishes. In 2010, 12 out of
14 projects awarded tax credits incorporated most of these elements.
The Department’s goal in 2011 is to improve the Green/Healthy
scoring category. We learned from meeting with our community
housing partners that they support our e orts but need some
fl exibility, more options and greater consideration for Arizona’s
di erent climate zones.
To address these issues and improve the Green/Healthy
criteria for the 2011 QAP, the Department formed the Sustainable
Development Working Group. The group consisted of Chris Fergis of
Fergis Harding Inc., Doug McCord of Architectural Resource Team
Inc., Bryan Dunn of Adolfson and Peterson Contractors, Charlie
Gohman of Foundation for Senior Living, Steve and Jim Tofel of Tofel
Construction, and ADOH Director Mike Trailor.
Flexibility, more options, and consideration for Arizona’s di erent
climate zones were achieved by o ering three di erent options for
energy credits:
the LEED for Homes Gold Certifi cation path;
achieving a Home Energy Rate System (HERS) index
beyond the baseline index of 85; or
a prescriptive based path which provides several options
for implementing specifi c energy conservation features.
The Department appreciates the time and e ort invested by the
group to improve this important section of the 2011 QAP.
T D 
  
G. J K. B
   
  A’
-
G 
J 3, 2011.
WINTER 2011
2
LEADING WITH SOLUTIONS
Director’s Message
From the Desk of Michael Trailor
A
s we move forward into 2011, we are grateful for the federally funded housing,
community revitalization and stimulus programs and the Arizona Housing
Trust Fund. These funds and their respective programs are more important
now than ever as we work through this recession and serve the people of Arizona.
In FY 2010, the Department made commitments to invest nearly $323 million in
fi nancing to support 3,765 a ordable rental units. $269 million or 83% of the fi nancing
will go toward the construction of 2,947 new units and nearly $54 million or 17% of
the fi nancing will be used to assist the development of 818 rental units through the
acquisition and rehabilitation of existing structures. These rental units were funded
through a number of funding sources including the Arizona Housing Trust Fund, federal
HOME, federal Low-Income Tax Credits (reported at the 10 year market value) and
federal stimulus dollars aimed at supplementing tax credit projects. These housing
developments serve a wide range of Arizona’s low income residents including the
chronically homeless, veterans, seniors and families.
Approximately $15 million in Community Development Block Grant (CDBG)
and stimulus funds allocated under CDBG-R were awarded to rural county and city
government in Arizona’s 13 rural counties. Funded activities included infrastructure
development, public works projects, emergency equipment needs and a number of
other community development related activities. Thanks to these funds, a waste water
treatment facility in San Luis was expanded, a fi re station was built in Welton and a
water tank was added in Jerome. Altogether, these funds provided needed community
improvements for over 198,000 Arizona residents.
Arizona continues to rank 2nd in the United States for foreclosures. There were
over 58,000 foreclosures in 2009 and it is estimated that over 70,000 occurred in
2010. Thanks to the funding provided through the National Foreclosure Mitigation
Counseling program, over 15,000 troubled homeowners were able to seek professional
counseling from qualifi ed HUD approved housing counselors. The Department was
also allocated $125.1 million through the Hardest Hit Fund and challenged to develop
a foreclosure prevention program. The Department developed a principal reduction
program where the banks would match the Department dollar for dollar for up to a
total potential reduction of $100,000 for qualifi ed homeowners. The program has been
slow getting started due to banks resistance to participate. Local community banks
have agreed to participate and we continue to negotiate with Fannie Mae, Freddie Mac
and national banks. The Department is within 30 days of fi nalizing an agreement with
one of the largest national banks with over 30,000 loans in Arizona that are 60 days
delinquent.
The Arizona Housing Trust Fund continues to provide the only fl exible source of
funds to assist with homeless prevention, gap fi nancing, rental assistance, emergency
funds for homeless and domestic violence shelters and other critical housing issues.
We believe that 2011 will show small but positive signs of economic recovery and
look forward to continuing our work of providing housing and community revitalization,
to benefi t the people of Arizona.
WINTER 2011
3
LEADING WITH SOLUTIONS
Arizona Housing Commission Activities
The Arizona Housing Commission continues to look at new and creative strategies to address the housing issues
that currently a ect Arizona. In January, half of the Commission members’ terms will be expiring with new members
being appointed by the Governor in the beginning of the year. If you would like to apply for the Commission or would
like to receive more information on current vacancies please visit the Governor’s O ce of Boards and Commission at
http://azgov ernor.gov/bc/.
Shaun Rieve, Legislative Liaison and Public Information O cer
(602) 771-1008 +
shaun.riev [email protected] v
AzHFA
Board of
Directors
Carol Parry
Chairperson
Corporate Social
Responsibility Associates
Richard Houseworth
Vice Chairperson
Capitol Bancorp, Ltd.
Robert Gardiner
Treasurer
Northern Trust, NA
Manny Gonzalez
Secretary
Pinal County
Paul DeSanctis
AZ Lending Specialists, LLC
Ross McCallister
MC Companies
Randall L. Pullen
Oasis Partners, LLC
SCHEDULED MEETINGS
January 13, 2011
February 10, 2011
March 10, 2011
*check website for times
SCHEDULED MEETINGS
January 28, 2011
February 25, 2011
March 25, 2011
Arizona Housing Finance Authority Activities
The Board of Directors of the Arizona Housing Finance Authority held its election of o cers for the upcoming
year during its Annual Meeting on October 28, 2010. The elected o cers are: Carol Parry, Chairperson; Richard
Houseworth, Vice-Chairperson; Manny Gonzalez, Secretary; and Robert Gardiner, Treasurer.
In November, the Finance Authority also completed the sale of approximately $6.2 million in Mortgage Backed
Securities. The proceeds of this sale will be used to fund additional fi rst mortgage loans in its $25 million MRB
Plus program. The MRB Plus program provides a fi xed rate 30 year loan at an attractive rate for qualifi ed, fi rst time
homebuyers. The program also provides downpayment assistance of up to 5 percent of the purchase price of the
home. Additional information on the MRB Plus program is available on our website at www.azhousing.gov.
At the December meeting of the Authority, Ross McCallister was recognized with a resolution
from the Board of Directors for his nine years of dedicated service. Ross A. McCallister, Jr. is the
longest serving member of the founding members of the Board of Directors of the Arizona Housing
Finance Authority (AzHFA) and has served on the Board since January 2002. During his tenure, Mr.
McCallister not only distinguished himself in the length of his service, serving several years beyond
any other original Director, but twice served as the Chairperson of the Board. He also served as Vice
Chairperson, Secretary, and Treasurer. During the AzHFA’s fi rst years of operation Mr. McCallister was instrumental
in providing leadership in establishing the Finance Authority’s Mortgage Revenue Bond and Mortgage Credit
Certifi cate homeownership programs. Mr. McCallister, principal of MC Companies, was also recognized by Governor
Janice K. Brewer for his service to the Board.
For questions about the AzHFA or its programs, contact:
Carl Kinney Arizona Housing Finance Authority Programs Administrator
(602) 771-1091 +
[email protected] v
A
RIZONA
H
OUSING
C
OMMISSION
WINTER 2011
4
LEADING WITH SOLUTIONS
FEDERAL LEGISLATION
Tax Extenders Legislation
On December 17th, President Obama signed the bipartisan tax package that
extends tax cuts for families at all income levels. The bill extends all expiring income
tax reductions through 2012, cuts payroll taxes by two percentage points during 2011,
reduces the estate tax, extends expanded unemployment benefi ts through 2011, and
allows companies to write o 100 percent of their capital investments through 2011.
There had been original talks that indicated that the one billion dollar allocation for the
Housing Trust Fund would be included in this bill, however, as tax writers went through
the legislation it was taken out in order to gain more support for the entire package.
Housing advocates are hoping that the Trust Fund, the extension of the Housing Credit
Exchange program, the Housing Bond authority provided in the Housing and Economic
Recovery Act (HERA), and the HERA-provided authority for HFAs to use MRBs for
refi nancing subprime loans will be added into future legislation, however, as more time
passes that seems more and more unlikely.
Appropriations Bill
On December 22, Congress passed a short-term Continuing Resolution (CR) that
will fund the government through March 4, 2011. To allow time for negotiations on the
new CR funding the government until March 4, Congress passed on December 17 a
short-term CR extending funding through December 21. There was much speculation
on what the spending levels would look like next fi scal year as the House passed a
year-long CR that would have funded the government at current levels through the end
of next year and the Senate drafted an omnibus spending bill that would change the
amount of funding allocated to a number of programs and agencies and included many
earmarks that led to its eventual failure. However, the two sides came to an agreement
on this short-term CR that would increase government spending by $1.16 billion in
fi scal year 2011 compared with fi scal year 2010. Aside from freezing the pay of Federal
civilian employees for two calendar years starting in 2011, the CR would extend the
current HECM, FHA, and GSE loan limits for high cost areas through FY 2011 as well as
allowing the U.S. Interagency Council on Homelessness to continue operating. Many
Republican legislators had advocated for the short-term CR in order to gain more
control on negotiations once Republicans take control of the House next year. The
Congress will have to fi nalize the 2011 appropriations bill in some fashion before the
March 4 expiration in order to keep the government running through FY 2011, which
runs to October of 2011.
Shaun Rieve Legislative Liaison and Public Information O cer
(602) 771-1008 +
shaun.riev [email protected] v
UPDATE
ARIZONA LEGISLATION
Election Recap
T
his past election saw a swarm of voters who
were unhappy with the current conditions
of the economy and the role that the federal
government has played in response to these troubling
times. This discontent led to the Republicans taking
over 63 seats and the majority in the House of
Representatives and gaining 6 new seats in the Senate.
The results in Washington spilled over across the nation
and in Arizona we saw the Republicans sweep all major
seats including Governor Brewer retaining her seat as
state Governor. Additional seats were picked up by
Republicans in the House where Republicans control 40
of the 60 seats and in the Senate where Republicans sit
in 21 out of the 30 seats. The Tea Party movement was
heavily prevalent in Arizona as State Senators elected
Tea Party supporter Russell Pearce as the new Senate
President. Representative Kirk Adams will continue to
serve as Arizona Speaker of the House. ADOH looks
forward to working with our incumbent Legislators as
well as the new incoming members as we move forward
during these di cult economic times.
The Fiftieth Legislature starts the legislative session
on Monday, January 10, where the budget defi cit and job
creation look to be the central issues for Legislators this
year.
For more information on your Arizona Legislators
please visit
www .azleg.go v.
Mortgage Trouble?
Don’t Delay...Call Today
ARIZONA FORECLOSURE HELP-LINE
1-877-448-1211
TOLL FREE
Since inception on May 28, 2008, Arizona’s mortgage
foreclosure help-line has received nearly 43,800 calls.
WINTER 2011
5
LEADING WITH SOLUTIONS
SUNSET REVIEW
ADOH seeks continuance
On November 30th the Department went in front of the Senate Commerce
and Economic Development and House of Representative Commerce Committee of
Reference for its Sunset Review hearing. Following a brief presentation from Director
Trailor, the committee gave a unanimous recommendation to continue the operations
of the Department for the next ten years.
The Department will now run a continuation bill during the upcoming legislative
session that Rules Committee Chairman, Representative Jerry Weiers, has agreed to
sponsor. ADOH looks forward to the opportunity to present additional information
to the Legislature on the benefi ts of the Department and the outstanding work that is
being completed to benefi t those less fortunate Arizonans as well as highlighting the
benefi ts that a ordable housing brings to our great state.
HUD 2010 MOST VALUABLE
PARTNER AWARD
On October 7th, at the U.S. Department of Housing and Urban Development
open house, the Department was awarded the 2010 Most Valuable Partner Award
in recognition of exemplary practices in promoting HUD’s initiatives for Increasing
homeownership and preventing foreclosure. Funded through Federal NSP funds, the
Department’s Your Way Home Program helped Arizonans become homeowners
while helping to take many foreclosed homes o of the saturated housing market.
Director Michael Trailor commented on the success of the program, “Through
Arizona’s Your Way Home Program over 900 Arizona homebuyers were able to
purchase a foreclosed home. ADOH appreciates the opportunity to invest these
funds so that foreclosed properties were removed from the market, neighborhoods
were stabilized and Arizona residents were able to achieve homeownership.”
The Department is honored by the award and looks forward to working with HUD
to accomplish our common and shared goals.
QUALIFIED
ALLOCATION PLAN
SENT TO GOVERNOR
The FY 2011 Qualifi ed Allocation Plan (QAP)
has been transmitted to Governor Brewer’s o ce for
approval. A fi nal version of the report will be posted
to the ADOH website upon the Governor’s review and
signature.
WHAT’S NEW
RURAL INNOVATION
FUND NOFA RELEASED
The Notice of Funding Availability for HUD's new
Rural Innovation Fund has been posted at
grants.go v
.
The deadline for applications is February 22.
The purpose of the Rural Fund is to provide support
for highly targeted and innovative grants dedicated to
addressing the problems of concentrated rural housing
distress and community poverty for projects that
demonstrate a great likelihood of substantial impact in
addressing the housing needs and community poverty
in the project area. HUD is making available awards
in two funding categories: Category 1, Single Purpose
Grants or Comprehensive Grants that address the need
for highly targeted projects that address the problem
of concentrated rural housing distress and community
poverty in rural areas; and Category 2 Economic
Development and Entrepreneurship for Federally
Recognized Indian Tribes. The funding amount is $25
million.
Eligible applicants are local rural nonprofi t
organizations, community development corporations,
federally recognized Indian tribes, state housing fi nance
agencies, and state community and/or economic
development agencies.
WINTER 2011
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LEADING WITH SOLUTIONS
Have Your Photo
Featured in an ADOH
Publication
The Department of Housing would like to invite you to
send photos of your constituents enjoying the benefi ts
of your projects to be featured in one of our publications.
If chosen, your photo could appear on the cover of
our quarterly newsletter, our annual report or another
agency publication.
Visit www.azhousing.gov for more information or to
submit your photo.
WHAT’S NEW
Michael de la Torre
Michael de la Torre joined the Arizona Department of Housing
as a Rental Programs Specialist starting January 3, 2011. Michael
has worked since 2005 for Global Premiere Development, Inc.,
a development fi rm active in the LIHTC program in California.
He received his Bachelor of Arts from California State University,
Fullerton and also holds a real estate license.
Toni Lombardozzi
Toni Lombardozzi also joined ADOH at the new year as a
Compliance O cer. Toni comes to us from the U.S. Census
Bureau where she most recently served as a crew leader during
the 2010 Census. She holds a Bachelor of Fine Arts degree as well
as a Master of Architecture from Savannah College of Art and
Design.
New Faces
2010 ADOH
Employee of the Year
Noel Schaus was named ADOH Employee of the Year for 2010 at a recent all sta meeting. Nominated by
Department of Housing Executive Sta for her exceptional commitment to the Agency’s guiding principles,
there is not one that Noel did not exhibit on a daily basis since she assumed the role of Special Needs
Administrator. Noel stepped up to a challenge, putting her very best forward, and was able to step into an arena
virtually unknown to her. Her guidance and willingness to learn alongside her team will always be respected
and appreciated. She is detail driven, completely thorough in all that she does, and fi nancially conscious of the monies for which ADOH is
responsible. Noel is an employee we should all strive to emulate. Congratulations, Noel.
February 4-6, 2011 | Arizona State Fairgrounds - Veterans Memorial Coliseum
1826 W. McDowell Road Phoenix, AZ 85007 (19th Ave/McDowell)
An annual 3-day event that brings together the Valley’s homeless and at-risk military
veterans, connecting them with services and resources. To volunteer or get more
information, see the Arizona StandDown website:
www .arizonastanddo wn. org.
WINTER 2011
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LEADING WITH SOLUTIONS
ON-LINE REGISTRATION:
http://www.azhousing.gov/calendar_details.aspx?ID=188
REGISTRATION FEE:
$150 All Day Workshop (8:00am -5:00pm)
$ 75 AM Session only (8:00am to 1:00pm)
$ 75 PM Session only (2:00pm to 5:00pm)
LOCATION:
Phoenix Airport Marriott MAP
1101 N. 44th Street, Phoenix + (602) 273-7373
ROOM RATE:
$126 Per night until January 10
RESERVATIONS:
(800) 228-9290
GROUP NAME:
ADOH LIHTC Workshop
TRANSPORTATION:
A courtesy airport shuttle is available. Call the hotel upon
arrival to schedule a pick-up.
Cynthia Diggelmann (602) 771-1016 +
[email protected]
Calendar 2011
JANUARY
13 Arizona Housing Finance Authority
17 MLK Day - O ce Closed
20 LIHTC Application Workshop
28 Arizona Housing Commission
FEBRUARY
10 Arizona Housing Finance Authority
21 Presidents’ Day - O ce Closed
25 Arizona Housing Commission
MARCH
10 Arizona Housing Finance Authority
CALENDAR OF EVENTS
LIHTC APPLICATION WORKSHOP
January 20, 2011 | Phoenix Airport Marriott | Phoenix
Attendees to this annual training have the option of attending the all day
workshop or one of the half day workshops. To satisfy Developer Compliance
Training requirements in the 2011 Qualifi ed Allocation Plan, Developers will be
required to attend ADOH-approved compliance training. Developers who have
already attended ADOH-approved compliance training in 2010 need not attend
the afternoon session. They will, however, need to provide the compliance training
certifi cate as a part of the 2011 LIHTC application process. Approved compliance
training providers are ADOH, Compliance Solutions, THEOPRO, and Spectrum.
Morning Session | 8:00 am - 1:00 pm
The morning session will provide an overview of the 2011 LIHTC application process.
Developers or their development team designee who plan to submit an application
in 2011 must attend this fi ve-hour training. A certifi cate of attendance will be
required as part of the 2011 LIHTC application.
Afternoon Session | 2:00 pm - 5:00 pm
The afternoon session will provide training on the long-term compliance rules and
regulations that govern LIHTC properties. Geared for Developers, this training
emphasizes the long-term requirements that must be considered during the
development process.
SPRING 2011
VOLUME 10 | NUMBER 2
CONTENTS
1 Save Our Home AZ Update
2 Director’s Message
3 AzHFA/Arizona Housing Commission Update
4-6 State & Federal Update
7-9 What’s New
10 Event Calendar
11 Housing Hero Awards
12 2011 Arizona Housing Forum
LEADING WITH SOLUTIONS
Tucson resident, Irma Roybal is thankful for the help she received from the Save Our Home AZ program’s unemployment
assistance component. See story on page 1.
SPRING 2011
1
LEADING WITH SOLUTIONS
UPDATE
SAVE OUR HOME AZ UPDATE
State’s foreclosure prevention program
moving forward to address stagnant
housing market
W
hen the Arizona Department of Housing received news
from the United States Department of Treasury that the
Obama Administration would be allocating $1.5 billion in
foreclosure mitigation to the states hardest hit by the foreclosure crisis,
the department hit the ground running to create a program that could
help solve this unprecedented housing crisis. After numerous meetings
and several di erent plans, the department decided that in order to
truly address the housing crisis in Arizona the program must focus on
the sharp decline in property values and allowing individuals, who have
recently become underemployed due to the bad economy, an a ordable
monthly mortgage payment. In order to solve both of these issues and
provide a long term solution, the department decided to allocate their
$125.1 million into a principal reduction program.
In January, the department announced the fi rst successful principal
reduction under the program. Thanks to the cooperation from National
Bank of Arizona, the department was able to modify the homeowner’s
principal balance by $40,000. The homeowner was left with a
monthly mortgage payment that was a ordable, seeing a reduction of
$235 a month, and a principal balance that was more in line with the
value of the property. However, with only National Bank of Arizona
agreeing to participate in the program, and the largest national banks
and mortgage holders, Fannie Mae and Freddie Mac resisting the idea
of principal reduction, the department knew the program had to widen
its scope in order to assist struggling homeowners in Arizona.
In September, the department was allocated an additional
$142,666,000, bringing the total amount of funding up to
$267,766,000. With the main goal still being principal reduction,
the department decided to allocate $36,000,000 of these funds to
assist unemployed homeowners remain in their homes as they search
for employment. Under this program, homeowners may receive
a maximum of $50,000 or up to 24 months of mortgage payment
assistance. Since the announcement of this program at the end of
February, a large increase in tra c has been seen on the Save Our
Home AZ website and seven homeowners are currently receiving the
unemployment assistance.
One of these fi rst recipients, Irma Roybal, was relieved to have
discovered and qualifi ed for the program. “I don’t want to lose my
house and it’s a good thing I found this,” said Ms. Roybal. Ms. Roybal
was employed for nearly 25 years with the same Tucson company
when the economy forced the company to downsize and let go
many of its employees, like Ms. Roybal. Luckily, at that time, she
came across a foreclosure mitigation fl ier and went to the workshop
where she was identifi ed as a possible applicant. After reviewing
her application, Ms. Roybal was approved and is currently receiving
assistance. These funds are giving her the time she needs to fi nd a
job while still saving her home. Ms. Roybal is currently working with
a job center to help her fi nd employment and is thankful for this
assistance. “Without these funds I would probably lose my house,”
she stated.
Since the inception of the Save Our Home AZ program, lender
cooperation has been critical for the success of the program. After
many months of negotiations and proposals, Bank of America
announced at the end of February that it would be participating
in the principal reduction program. Currently, Bank of America
is sending out solicitations to qualifi ed homeowners who may be
eligible for this program. Homeowners are then instructed to call
Bank of America to receive information regarding the required
documents that need to be submitted in order to be evaluated for the
program. While this is a signifi cant development for the program,
it is important to note that only loans that Bank of America owns,
approximately 20 percent of their servicing portfolio, are eligible for
the program.
With these recent announcements the program has received a
great deal of attention shown by the infl ux of inquiries and calls to
our certifi ed foreclosure prevention counselors. Since January, our
counseling agents have assisted over 2,000 callers. The department
has seen an increase in the number of homeowners applying for
assistance since the announcement of our unemployment piece
and the partnership with Bank of America. Of the 173 total cases
submitted to the department in March, nearly 60 percent of
those had claimed unemployment as their hardship. To date, the
department has received over 550 applications from homeowners
seeking foreclosure assistance. Due to the limited amount of
federal funds, the department has estimated that at best it could
assist approximately eight thousand Arizona homeowners.
www.azhousing.gov
+ Foreclosure counselors: (877) 448-1211
SPRING 2011
2
LEADING WITH SOLUTIONS
Director’s Message
From the Desk of Michael Trailor
T
he department is in the midst of another round of Low Income Housing Tax Credit
review, underwriting and allocations. In my nearly two years at the department
I continue to be impressed with some of the quality and well thought through
projects that are submitted for consideration. We have all heard the heartwarming
stories of how grateful residents are to live in safe, decent housing. Arizona residents are
truly fortunate to have the Low Income Housing Tax Credit Program.
I did some research to see just how important the program is to the residents of
Arizona. Did you know that approximately 43 percent of Arizona residents’ income fall
at or below 60 percent of area median income?
As you know, this great recession has caused signifi cant fi nancial issues for individuals,
states and our federal government. A ordable housing, community revitalization
and foreclosure prevention programs are under more scrutiny than ever before. After
all, these programs are funded with taxpayer’s funds and they should stand up to
examination.
Our job is to manage these funds to produce the desired outcome; to serve Arizona
residents who are not capable of providing for themselves or residents who work hard,
but through no fault of their own, cannot a ord market rate housing.
I was discussing the potential of fraud, waste and abuse in our housing programs with
property managers and was surprised to learn that there is overwhelming evidence of
some residents living in these projects that do not qualify. Every unqualifi ed resident of
public subsidized housing is taking a home from someone who deserves safe decent
housing and defrauding taxpayers.
The department has recently taken steps to strengthen its compliance and monitoring
division with the addition of new Compliance Administrator Lisa Troy and Compliance
O cers Toni Lombardozzi and Anna Luna. Lisa, Toni and Anna along with the division’s
seasoned Compliance O cers Queta Aldrete and Wendy Sanders are updating policies,
procedures, project monitoring practices and schedules to ensure that the department
fulfi lls its compliance obligations. The department’s compliance team routinely inspects
housing projects funded by the department to see that only qualifi ed residents are living
in taxpayer funded housing and that housing projects provide safe, decent housing for
its qualifi ed residents.
We hope you will all work with the department to prevent fraud, waste and abuse
so that we can preserve these important housing programs to serve deserving Arizona
residents.
SPRING 2011
3
LEADING WITH SOLUTIONS
Arizona Housing Commission Activities
Service on a Board or Commission gives citizens of Arizona an opportunity to make signifi cant contributions
by lending their experience, judgment and expertise. In Arizona, to be considered for a gubernatorial
appointment to a State Board or Commission, an application must be submitted along with a resume. The
Arizona Housing Commission currently has vacancies for several legislatively defi ned constituencies.
Download an application and see a current vacancy list for all State Boards and Commissions on the Governor’s
website,
http://www.azgovernor.gov/bc/.
Shaun Rieve, Legislative Liaison and Public Information O cer
(602) 771-1008 +
shaun.riev[email protected]
AzHFA
Board of
Directors
Carol Parry
Chairperson
Corporate Social Responsibility
Associates
Richard Houseworth
Vice Chairperson
Capitol Bancorp, Ltd.
Robert Gardiner
Treasurer
Northern Trust, NA
Manny Gonzalez
Secretary
Pinal County
Paul DeSanctis
AZ Lending Specialists, LLC
Randall L. Pullen
Oasis Partners, LLC
SCHEDULED MEETINGS
April 14, 2011
May 12, 2011
June 9, 2011
*check website for times
SCHEDULED MEETINGS
April, 2011 - No Meeting
May 20, 2011
June, 2011 - No Meeting
*check website for times
Arizona Housing Finance Authority Activities
The State Senate has confi rmed the appointment of Randall Pullen and the re-appointment of Manny Gonzalez
to the Board of Directors of the Arizona Housing Finance Authority. There is currently one vacancy on the seven
member board to be fi lled by an appointee of the Governor.
The MRB Plus program continues to be available and o ers an attractive, 30 year fi xed rate mortgage for fi rst
time homebuyers, along with down payment and/or closing cost assistance of 5 percent of the purchase price of the
home. Over 140 loans have been reserved since the program started in early 2010, representing mortgage loans in
the amount of nearly $16 million.
Additional information about the MRB Plus program and a list of participating lenders can be found on the Arizona
Housing Finance Authority webpage at
www.azhousing.gov.
For questions about the AzHFA or its programs, contact:
Carl Kinney
Arizona Housing Finance Authority Programs Administrator
(602) 771-1091 +
[email protected]v
A
RIZONA
H
OUSING
C
OMMISSION
SPRING 2011
4
LEADING WITH SOLUTIONS
UPDATE
ARIZONA LEGISLATION
W
orking through the night, House Legislators passed a budget bill, early Friday,
April 1, containing $1.1 billion in cuts. The Senate followed suit later in the
day, agreeing to the House budget changes that have been in negotiations
between leadership in recent days. Republican lawmakers were determined to balance
the budget without any additional borrowing in the string of new budget bills. The
Governor took action shortly after by signing the budget bills on Wednesday, April
6th, and stating that the “budget takes di cult, but necessary steps to right-size state
government, reform and improve its operations in critical areas and put Arizona on the
road to fi scal prosperity once more.”
Summary
Local governments will pick up the tab from some of the cuts enacted by the state
legislature including a combined contribution from the fi ve largest counties of $38
million to the general fund.
A large portion of the budget cuts stem from cuts to the Arizona Health Care Cost
Containment System which amount to $510 million. With Medicaid expenditures
growing from 17 percent of the general fund in FY 2007 to 29 percent in the current
fi scal year, the Governor and Senate and House leadership recognized the importance
of reforming this growing system.
The updated Senate and House budget included much deeper cuts to education than
what was present in the Governor’s budget, however, the $450 million in cuts ranging
from kindergarten to the universities, focuses on specifi c programs rather than general
classroom spending.
How does this affect ADOH?
SB 1612 contained the original cuts of a little over $2.2 million to the Housing Program
Fund that was seen in the Governor’s budget and later in the Senate’s budget proposals.
The Housing Trust Fund, which has been the victim of numerous cuts and sweeps
in recent years, was also a ected in the recent budget bills. In 1997, the fund was
allocated 55 percent of the unclaimed property fund. In FY2009, the fund committed
over $30 million to projects; yet, in FY2010, due to sweeps to the fund, just over $9
million was available to commit to new projects. In FY2010, the annual allocation
was capped by legislation at $10.5 million. The fund continued to be swept with the
department receiving a little over $4 million dollars with $2 million of those funds
going to the Department of Health Services to provide housing for the seriously
mentally ill. SB 1616 redistributes the revenue from the unclaimed property fund
with $2.5 million going in the Housing Trust Fund, $2 million going into the newly
created Seriously Mentally Ill Housing Trust Fund, administered by the Department of
Health Services, and the remaining $6 million being deposited into the general fund.
The department will continue to fi ght for the funding in the Housing Trust Fund
which provides valuable resources to those most vulnerable in our state and is the
only state funding available for a ordable housing and in most rural areas of the state
is the only source of funding for a multitude of housing
activities that are not eligible under federal programs.
Apart from providing resources to rural areas and
providing the required match to some of our federal
funds, the Housing Trust Fund is also used to leverage
federal funds through gap fi nancing of the Low Income
Housing Tax Credit Program (LIHTC). The funds are
used to support projects that generally create over 150
jobs and provide over $7 million to the local economy.
With each state agency containing a termination
clause in their authorizing language, after 10 years in
existence it was time for ADOH to undergo the Sunset
Review process where the Legislature is given the
opportunity to determine whether or not to reauthorize
the agency. The department was proud to announce
that following the performance audit no discrepancies
were found in the fi rst 10 years of us being an agency.
Following the audit, the Committee of Reference
recommended the agency be continued for an additional
10 years. The bill (HB 2079) cleared the House
Commerce Committee by a unanimous vote and later
the full House of Representatives. It was then transferred
to the Senate where the bill was held in the Senate Rules
Committee. In order to prevent the department from
termination, additional language was added into SB 1622
that extended the department for an additional one year.
The department will be active in the interim session
illustrating the positive steps we are taking to eliminate
waste, fraud, and abuse and confi rming the value the
department brings to the citizens of Arizona, to the
legislature. Please continue to express your support for
the Housing Trust Fund and the department with your
local state legislators. Through our collaborative e orts
we can better secure the funding necessary to accomplish
our housing initiatives around the state and continue to
serve those must vulnerable for many years to come.
Shaun Rieve, Legislative Liaison and Public
Information O cer (602) 771-1008 +
shaun.riev[email protected]
SPRING 2011
5
LEADING WITH SOLUTIONS
NEIGHBORHOOD
STABILIZATION PLAN
NSP3 Update
On October 19, 2010, HUD released the NSP3
Notice with the requirements for the new allocation
of NSP funds that were authorized in the Dodd-Frank
Wall Street Reform and Consumer Protection Act. The
Act provides $970 million in new NSP funds to states
and local governments to continue to assist in the
redevelopment of abandoned and foreclosed homes.
Arizona grantees will be receiving over $45,000,000
with the Arizona Department of Housing receiving
$5,000,000 in NSP3 Funding.
On March 1, 2011, ADOH submitted its NSP3
Substantial Amendment Action Plan to HUD, detailing
the activities they plan to implement with their NSP3
Award.
ADOH will allocate at least 25 percent of its NSP3
Award to housing for individuals and families with
incomes at or below 50 percent of the Area Median
Income. To specifi cally address local housing market
conditions, ADOH may rehabilitate or redevelop
abandoned or foreclosed residential property, and
vacant or demolished residential or non-residential
property to meet its low-income targeting goals.
Ruby Dhillon, Rental Programs Administrator
(602) 771-1031 +
ruby[email protected]
FEDERAL LEGISLATION
Congressional leaders come to agreement on
budget; cut $38.5 billion
With a government shutdown looming, congressional leaders came to a budget
agreement hours before the shutdown was set to commence. The agreement will
consist of $38.5 million in funding cuts and keep the government funded for the
remainder of the fi scal year. The budget deal was needed since congress never passed
a full budget for the 2011 fi scal year, which is now half over and was operating on a
series of continuing resolutions. Overall discretionary spending would be set at about
$1.05 trillion—down from $1.09 trillion in 2010. Mr. Obama’s initial budget request for
2011 had called for an increase to $1.13 trillion. In order to fi nalize the exact language
of the long term spending measure, congress passed their seventh continuing
resolution shortly after midnight on April 9, that will expire on April 15.
Based on the agreement reached by the Senate Majority Leader Harry Reid (D-NV),
Speaker of the House John Boehner (R-OH), and President Obama, the House and Senate
will vote next week on legislation to fund all federally funded agencies for the remainder
of FY 2011. The long-term continuing resolution will cut $38.5 billion from FY 2010
funding levels, or $78.5 billion compared to the President’s FY 2011 Budget. This number
includes the $2 billion in cuts in the short-term continuing resolution passed April 9 and
is in addition to the $10 billion in cuts included in the previous two continuing resolutions.
The two sides had been in a virtual stalemate since House Republicans, committed to
slashing the federal defi cit, passed a plan to cut over $61 billion in spending, earlier in the
year, while the Senate Democrats introduced a plan to cut $10 billion from the budget.
H.R. 1473 Housing Overview
Public Housing Operating Fund is provided with $4.617 billion after accounting for
the 0.2 percent across-the-board cut.
HOME Investment Partnerships Program is funded at $1.607 billion, a cut of over
$200 million compared to the FY 2010 enacted level.
Community Development Block Grant (CDBG) Program is cut by 16 percent
compared to FY 2010 and is funded at $3.336 billion.
Project-Based Section 8 Multi-Family Rental Assistance is provided with $8.950
billion, $700 million more than FY 2010 enacted level.
Section 8 Housing Choice Voucher Program is funded at $18.407 billion which is
$223 million more than the FY 2010 enacted level.
UPDATE
FEDERAL LEGISLATION (cont’d on page 6)
SPRING 2011
6
LEADING WITH SOLUTIONS
FEDERAL LEGISLATION (cont’d from page 5)
FY 2012 Budget
Both Republicans and Democrats have recently released their proposed budgets for
fi scal year 2012 that would consist of trillion dollars of cuts in the next decade starting
in October 2011.
The Administration had released their FY 2012 budget back in February that proposed
a $41.7 billion HUD budget authority, a $1.2 billion, or 3 percent, decrease from the
$42.9 billion HUD appropriation provided under the FY 2010 omnibus spending bill the
President signed in December. The proposed budget would cut funding for HOME and
the Community Development Block Grant program, while allocating $1 billion in new
funding to launch the Housing Trust Fund. Members of congress, mainly Republicans,
have been hesitant to allocate additional funds towards the creation of new programs
during these recent budget negotiations.
Recent Housing Related Action
On April 6, the Subcommittee on Capital Markets and Government Sponsored
Enterprises of the House Committee on Financial Services considered eight bills, that
among other things, would eliminate Fannie Mae and Freddie Mac’s a ordable housing
goals, increase the fees they charge for guaranteeing mortgages, and reduce GSE
executive compensation. These bills are set to be heard by the full committee in early May.
On March 29, the House passed H.R. 839 that would end Treasury’s
authority to provide any new assistance under the Home A ordable
Modifi cation Program (HAMP). A similar bill is being run in the Senate;
however, both bills have received a veto threat from the administration.
On March 16, the House passed H.R. 861 that would rescind the unobligated
$1 billion made available for the Neighborhood Stabilization Fund 3. The Arizona
Department of Housing has already received approval from HUD for their NSP
3 program and is still set to receive their $5 million in funds from NSP 3. The
Administration has also issued a veto threat on this proposed legislation.
On March 11, the House passed H.R. 836 that would rescind the unobligated
$1 billion made available for the Emergency Homeowner’s Loan Program to assist
struggling homeowners. Arizona was not allocated any of these funds that were
allocated to the 32 eligible states that had not received any of the Hardest Hit Funds.
While it is unlikely that these bills will clear the Senate or be signed by the
Administration, the department has continued to express the importance and necessity
of foreclosure prevention programs with our congressional delegates.
Shaun Rieve Legislative Liaison and Public Information O cer
(602) 771-1008 +
shaun.riev[email protected]
Mortgage Trouble?
Don’t Delay...Call Today
ARIZONA FORECLOSURE HELP-LINE
1-877-448-1211
TOLL FREE
Since inception on May 28, 2008, Arizona’s mortgage
foreclosure help-line has received nearly 45,900 calls.
SPRING 2011
7
LEADING WITH SOLUTIONS
LEGACY CROSSING FAMILY
HOUSING PROJECT
UMOM New Day Center and the NRP Group
hold grand opening
On January 28, Director Michael Trailor and the Arizona Department of Housing
celebrated the grand opening of The Legacy Crossing with UMOM New Day Center
and the NRP Group. Remarks were given by Director Trailor as well as City Councilman
Michael Johnson and City of Phoenix Housing Director Kim Dorney, highlighting
the outstanding work that went into creating this project that will provide a ordable
housing units in the Phoenix area.
The Legacy Crossing Family Housing Project will provide 72 a ordable housing units to individuals who are earning a salary of 40 to 60 percent
of area median income.
The Legacy Crossing Family Housing Project represents a partnership between UMOM New Day Centers, the largest homeless shelter serving
Arizona families, and the NRP Group, a full-service developer, general contractor and property manager. The Legacy Crossing Family Housing
Project was funded with Low-Income Housing Tax Credits, Federal Tax Credit Assistance Program dollars, City of Phoenix HOME funds and private
fi nancing.
Legacy Crossing is located at 3333 E. Van Buren, Phoenix + 602-595-1969 www.thelegacycrossing.com
GLENN VERDE APARTMENTS
La Frontera Center Celebrates Grand Opening
On March 31st Glenn Verde Apartments celebrated their grand opening with remarks
given by Director Michael Trailor. Glenn Verde Apartments serve as the poster child
for the troubled economy after construction was halted due to a lack of fi nancing.
For nearly three years, Glenn Verde Apartments was a neighborhood eyesore and a
magnet for criminal activity. In 2010, La Frontera Arizona purchased the property with
Neighborhood Stabilization Program (NSP) funds awarded by the Arizona Department
of Housing’s Housing Economic
Recovery Act (HERA). In a little
more than one year, La Frontera
Arizona completely revitalized the
property clearly illustrating the importance this type of funding and rehabilitation e orts can
have on a community.
Glenn Verde Apartments are not your typical vision of a ordable housing: there are 24
spacious, energy-e cient units with one or two-bedrooms, high ceilings and a washer/dryer in
each home, a microwave, lots of storage space, and each home has a large private patio. The
rent ranges from $539-$647, and all utilities are included. Seventeen units will be designated for
households initially earning no more than 50 percent of the area median income.
WHAT’S NEW
Director Trailor, City of Phoenix o cials and representatives of
the management company, NRP Group, cut the ribbon at the
Legacy Crossing grand opening on January 28.
Glenn Verde Apartments are located at 3436 E. Glenn, Tucson, AZ + 520-322-5077
(l to r) La Frontera’s President/CEO Daniel Ranieri, Jason Hisey,
Project Manager, ADOH Director Trailor and La Frontera’s Executive
Director of Housing, Bill Magnotto.
Before and after photos of units at Glenn Verde.
SPRING 2011
8
LEADING WITH SOLUTIONS
WHAT’S NEW
APRIL IS FAIR HOUSING MONTH IN
ARIZONA
Governor Brewer signs Proclamation
Governor Janice K. Brewer proclaimed April 2011 as Arizona Fair Housing Month,
recognizing the importance of fair housing and the e orts of those who seek to
reduce barriers to full and fair housing opportunities. Throughout the month of April,
organizations around the state will focus in promoting fair housing initiatives for all
Arizonans through a number of events commemorating Arizona Fair Housing Month.
On April 11, 1968, President Lyndon Johnson signed the Civil Rights Act of 1968, a
follow-up to the Civil Rights Act of 1964. The Civil Rights Act of 1968 expanded on
previous acts and prohibited discrimination concerning the sale, rental and fi nancing of
housing based on race, religion, national origin, sex and as amended handicap and family
status. Title VIII of the Act is also known as the Fair Housing Act of 1968.
Within the inaugural year of the Fair Housing Act of 1968, the U.S. Department of
Housing and Urban Development (HUD) had completed the Title VIII Field Operations
Handbook and instituted a formalized complaint process. That year, HUD hosted a
celebration, shared with advocates and politicians across the nation. In subsequent
years, the tradition of celebrating Fair Housing Month grew with Governors across the
nation issuing proclamations that designated April as Fair Housing Month.
Fair Housing Events scheduled in April:
YUMA HOUSING FESTIVAL
April 9, 2011 | 10:00am to 1:00pm
Dr. Martin Luther King, Jr. Neighborhood Center
300 S. 13th Avenue, Yuma, AZ
Free information on loan products, dealing with foreclosure, laying out budget
strategies. Providers available with program information and application.
Community Legal Service + 928-782-7511
THE COST OF UN-FAIR HOUSING
April 12, 2011 | 8:00am - 12:00pm
Disability Empowerment Center. 5025 E. Washington Street, Phoenix, AZ
Speakers include: Arizona Attorney General Tom Horne and Phoenix HUD Director
Rebecca Flanagan
Arizona Fair Housing Partnership + www.azfairhousing.info
TEMPE’S 2011
ARIZONA CITYFEST
ADOH Participates in the Health
& Community Resource Fair at
Tempe Town Lake
The Arizona Department of Housing participated in the
Health & Community Resource Fair at Tempe Town Lake
during the 2011 Arizona CityFest, held March 18-19. The event
included medical screenings, employment opportunities,
and fi nancial counseling. ADOH distributed information
on foreclosure assistance and provided di erent resources
available to individuals facing foreclosure in Arizona.
Homeowners were instructed to visit the state’s foreclosure
prevention program website, and to the department’s
foreclosure hotline to fi nd out if they are eligible for a loan
modifi cation or unemployment assistance through the
program. The resource fair kicked o a weekend fi lled
with events for the entire family ranging from action sports
demos to live performances from national recording artists
and inspirational messages from internationally renowned
speaker Luis Palau.
www.Arizona CityFest.com
2011 ANNUAL FAIR
HOUSING SURVEY
To ensure that the Arizona Department of Housing is
addressing the impediments identifi ed in the Analysis of
Impediments to Fair Housing Choice The ANNUAL FAIR
HOUSING SURVEY must be completed by all State CDBG
recipients. Other agencies, developers, and non-profi t
groups, especially those in rural Arizona, are also invited to
complete the survey. The deadline for submission to adoh by
CDBG recipients is May 15. Survey is available for download
from the ADOH website.
Joy Johnson Special Needs/Fair Housing Specialist
602-771-1026 +joy[email protected]
SPRING 2011
9
LEADING WITH SOLUTIONS
WHAT’S NEW
Christina Humphryes
Christina Humphryes, now the Rental Programs Administrative Assistant, comes to us via the Phoenix accounting fi rm of Moss
Adams, LLP where she had been employed since 2007. Having already completed her AA degree in English at Mesa Community
College, she is continuing her coursework at Arizona State University, with a focus on creative writing and the Japanese language.
After being at ADOH for a short time, she has already successfully maneuvered her fi rst tax credit application round.
Anna Luna
Anna Luna completes the complement of Compliance O cers in the Rental Compliance department. Anna joins ADOH after four
years at Atlantic Development/Celtic Property Management where she had various responsibilities including internal auditor and
charge of their IT needs. Her prior experience was in the mortgage industry. Anna is an Arizona native.
Chris Smith
Chris Smith, who joins ADOH as an Underwriter/Transaction Manager, is originally from Winslow, Arizona. Chris graduated from
Grand Canyon University where he played collegiate baseball and fi nished his undergraduate degree in Finance. Upon graduation
he worked for Wells Fargo and Bank of America before starting his own
company in the year 2000. Chris is currently pursuing a Masters Degree
in Real Estate from the University of Denver. In addition he is pursuing
his CFP designation through UCLA.
Lisa Troy
As Director of Compliance for Atlantic Development & Investments,
Lisa Troy was responsible for the compliance and reporting requirements
for that company’s portfolio of 3120 units. Lisa will now put her 16
years of property management experience to good use as Compliance
Administrator for ADOH. Annual reports for the 300+ properties
reviewed by the Housing Compliance sta were due March 15 and Lisa’s
fi rst day a week earlier meant she had to jump in with both feet. “I love
it,” she said.
Corinna Waddell
Corinna Waddell joined us in March as the Save Our Home AZ
Administrative Assistant. She previously worked for the U.S. Army
Garrison Grafenwoehr in Germany at the Public A airs O ce and the
Directorate of Emergency Services as Public A airs and Administrative
Assistant. Corinna received her Associates Degree as Management
Assistant in IT-Systems at a professional technical school in Wiesau,
Germany.
New Faces
Have Your Photo
Featured in an ADOH
Publication
The Department of Housing would like to invite
you to send photos of your constituents enjoying
the benefi ts of your projects to be featured in one
of our publications. If chosen, your photo could
appear on the cover of our quarterly newsletter,
our annual report or another agency publication.
Visit www.azhousing.gov for more information
or to submit your photo.
YPht
SPRING 2011
10
LEADING WITH SOLUTIONS
LIHTC COMPLIANCE WORKSHOPS
May 16-17-18 | Phoenix Airport Marriott | Phoenix
October 18-19 | Desert Diamond Resort | Tucson
The 2011 Qualifi ed Allocation Plan requires that property managers of Low Income
Housing Tax Credit projects attend ADOH-sponsored compliance training annually.
For 2011, ADOH is o ering two, custom-designed workshops developed to provide
this training, one in Phoenix (May 16-17) and one in Tucson (October 18-19).
The Housing Credit Certifi ed Professional (HCCP) examination will be administered
on May 18 in a 1/2 day session following the Phoenix training. No HCCP exam will be
administered at the Tucson workshop. The exam is not recommended for those with
less than one year’s experience. Our trainer, Compliance Solutions, is an authorized
administrator of the exam. Getting and maintaining an HCCP designation requires
passing a comprehensive exam and seeking annual continuing education. Those
needing to re-take the exam may do so at a reduced fee. See the table for fees
associated with the exam and prep session. The HCCP designation is sponsored by
the National Association of Home Builders.
To register for the Phoenix workshop, follow the instructions listed to the right. To
register for the Tucson workshop in October, visit our website and visit the Training
and Events calendar.
ON-LINE REGISTRATION
REGISTRATION FEE
$198 Two day training May 16-17
$175 Prep session and exam May 18
$100 Exam re-takes May 18
LOCATION
Phoenix Airport Marriott MAP
1101 N. 44th Street, Phoenix + (602) 273-7373
ROOM RATE
$109 Per night until May 6, 2011
RESERVATIONS
(800) 228-9290
GROUP NAME
ADOH Compliance Workshop
TRANSPORTATION
A courtesy airport shuttle is available. Call the hotel upon
arrival to schedule a pick-up.
Cynthia Diggelmann (602) 771-1016 +
[email protected]
Calendar 2011
APRIL
14 Arizona Housing Finance Authority
30 Annual Fair Housing Survey Due (CDBG Recipients)
MAY
2 Registration Deadline - Phoenix LIHTC Compliance Workshop
6 Hotel Reservation Cut-o - Phoenix LIHTC Compliance Workshop
12 Arizona Housing Finance Authority
16-17 Phoenix LIHTC Compliance Training
20 Arizona Housing Commission
30 Memorial Day - O ce Closed
JUNE
9 Arizona Housing Finance Authority
CALENDAR OF EVENTS
http://www.azhousing.gov/ShowPage.aspx?ID=384&CID=7
SPRING 2011
11
LEADING WITH SOLUTIONS
The annual Housing Hero Awards honor those who demonstrate excellence in
developing and creating innovative housing solutions. The awards celebrate individuals
and organizations who go the extra mile to positively impact their communities and
showcase the best practices of developers, advocates and others.
Nominations are now being taken for the 2011 Housing Hero Awards. This year’s
nomination form has been simplifi ed and o ers an on-line submission process.
This year's awards will be presented at a luncheon to be held at the 2011 Arizona
Housing Forum, Thursday, September 22 at Talking Stick Resort, located at SR 101 and
Indian Bend Road in Scottsdale, Arizona. For 2011, categories are:
Innovative Suppportive Housing Program or Service
Outstanding A ordable Housing Initiative
Exemplary Rural Multifamily Project
Exemplary Urban Multifamily Project
Arthur Crozier Partner in Housing
Elected O cial
Category descriptions can be found on the ADOH website. Nomination forms must
be submitted no later than July 1, 2011. Award winners will be notifi ed in August.
Cynthia Diggelmann (602) 771-1016 +
[email protected]
Housing Hero Award Recipients
2010
Helen Hudgens Ferrell (Partner in Housing)
Project H3 (Innovative Partnerships)
WACOG Human Services Department (Outstanding Local
Housing Program)
GreenStreet (Superior Sustainable Design)
McCarty on Monroe (Exemplary Multifamily Project)
San Carlos Apache Housing Authority (Tribal Initiatives)
2009
Patricia Garcia Duarte, Neighborhood Housing Services (Partner
in Housing)
Barbara Blythe, Mohave County (Innovative Partnerships)
Arizona Housing Alliance (Local Initiatives)
Foundation for Senior Living (Superior Sustainable Design)
Governor Janice K. Brewer (Elected O cial)
2008
Emily Nottingham, City of Tucson (Partner in Housing)
Northland Pioneer College (Innovative Partnerships)
Denise Moen-Bishop, Lake Havasu City (Local Initiatives)
Yavapai College (Superior Sustainable Design)
Yavapai Apache Tribal Housing (Tribal Initiatives)
Shana Ellis, Councilmember, City of Tempe (Elected O cial)
2007
Rosa Bruce (Partner in Housing)
Newtown Community Development Corporation (Local Initiative)
ASU Stardust Center (Sustainable Design)
Flagsta Housing Policy Task Force (Innovative Partnerships)
Ak-Chin Indian Community (Tribal Initiative)
Carol West, Councilmember, City of Tucson (Elected O cial)
2006
Rita Carrillo (Partner in Housing)
BOTHANDS, Inc. (Innovative Partnerships)
Navajo County Housing Authority, Inc. (Tribal Initiative)
Nancy Bissell & Gordon Packard, Primavera Group (Partner in
Housing)
Payson Roundup Newspaper (Local Initiative)
Drachman Institute at U of A (Superior Sustainable Design)
2005
Prescott Chamber of Commerce (Planning and Regional
Collaboration)
Arizona Association of REALTORS© (Private Sector Leadership)
Yavapai Apache Nation (Tribal Housing Initiative)
Human Services Campus (Housing is the Foundation)
City of Bullhead City (Community Commitment)
2004
Housing Authority of Cochise County (Planning/Regional
Collaboration)
Wickenburg Chamber of Commerce (Private Sector Leadership)
White Mountain Apache Housing Authority (Tribal Housing
Initiative)
Carver Park Neighborhood, City of Yuma (Housing is the
Foundation)
City of Casa Grande (Community Commitment)
The Housing Hero award; Helen Hudgens Ferrell accepts the Arthur Crozier Partner in Housing award at the
2010 Forum in Tucson.
SPRING 2011
12
LEADING WITH SOLUTIONS
The Arizona Department of Housing invites you to join over 300 of your
colleagues at the 2011 Arizona Housing Forum. Now in its eighth year, the Forum
is the only statewide housing conference in Arizona and has consistently received
accolades for its programming and presentation. Specially featured are:
DR. LEE MCPHETERS is Research Professor of Economics in
the W. P. Carey School of Business at Arizona State University
and Director of the school's JPMorgan Chase Economic
Outlook Center. Dr. McPheters is editor of the Arizona Blue
Chip Economic Forecast and the Western Blue Chip Economic
Forecast newsletters, published monthly by the Center.
FRED KARNAS is Senior Adviser to HUD Secretary Shaun
Donovan, and is called upon to deliver the message of what
is going on in Washington, D.C. Before joining the Obama
Administration, he served in the cabinet of Governor Janet
Napolitano as director of the Arizona Department of Housing.
MICHAEL YANKOSKI, author of Under
the Overpass, will deliver the Keynote Address at the Friday
luncheon. Michael has a unique perspective on homelessness
having portrayed an individual experiencing homelessness on
the streets of six major U.S. cities, including Phoenix. He will
leave you with a better perspective on the issue, and ideas for
actionable change.
These keynote speakers and more than 50 other presenters will focus on the
new realities facing all housing professionals. Topics include tax credit syndication,
homelessness, Federal and state funding availability, water resources in Arizona,
and multifamily architecture.
Complete registration packets will be available May 1. Hotel information and
reservations can be accessed on our website.
CALL FOR SPONSORS
AND EXHIBITORS
Join the Arizona Department of Housing to
support the progress of a ordable housing in
Arizona by participating as a sponsor or exhibitor
for this year’s Forum. Review the benefi ts your
organization will receive as a sponsor here, or
consider being a part of the Marketplace, the
center of the conference, as an exhibitor. Visit the
ADOH website for sponsor levels and benefi ts.
Susy Bustillos(602) 771-1007 +
susy[email protected]
HOTEL INFORMATION
TALKING STICK RESORT
9800 E. Indian Bend Road
SR101 and Indian Bend Road
Scottsdale, AZ
(480) 850-7777 +
www.talkingstickresort.com
Deluxe Room Rate $139.00 (+ 11.95% occupancy tax)
Check-in 3:00 pm | Check-out 12:00 pm
Reservations + (866) 877-9897
Deadline: August 22, 2011
SUMMER 2011
SUMMER 2011
VOLUME 10 | NUMBER 3
CONTENTS
1 Sustainable Communities Working Group
2 Director’s Message
3 Arizona Housing Commission Update
4 AzHFA Update
5 State & Federal Update
6-7 What’s New
8 Event Calendar
9 2011 Arizona Housing Forum
The Sustainable Communities Fund will serve as a catalyst to create economic competitiveness, job opportunities, and
sustainable communities along the existing light rail line and future extensions. See story on page 1.
LEADING WITH SOLUTIONS
SUMMER 2011
1
LEADING WITH SOLUTIONS
UPDATE
The Sustainable Communities
Working Group
As more individuals used the motto of “drive until you qualify,” Arizona residents
continued to push outwards during the housing boom, looking for more a ordable
housing, in many cases many miles away from their jobs and other resources. While
Arizonans continued to increase the number of miles and time in their daily commute,
transportation costs forced individuals to make other sacrifi ces in order to save their
homes, however, many of these sacrifi ces ended up being insu cient. The downturn
in the economy has forced many individuals out of their homes and in some cases
back towards the urban and downtown areas, however, this recession has created
many opportunities for a ordable housing that the Arizona Department of Housing is
currently taking advantage of.
Due to the quick expansion of the city and the large number of foreclosed homes,
the housing market became over saturated with a number of single family homes. The
large number of homes outside of the urban area became clearly unsustainable and
the department needed to focus its e orts on a ordable housing where people could
live close to all of their desired resources and entertainment without having to rely on
a car. The Metro light rail, which was completed in December of 2009, provided the
department with a great opportunity to develop an area that stretches 20 miles long,
through three cities, including downtown Phoenix.
Recognizing the need for a ordable housing along the light rail and the limited
window that we had to take advantage of these lower land costs while the economy tries
to recover, the department turned towards a coalition of public, private, and non-profi t
organizations to help address this critical need in the state. This unique partnership
referred to as the Sustainable Communities Working Group brings together the Arizona
Department of Housing with the cities of Mesa, Tempe, and Phoenix, Department of
Transportation, the Metro light rail, Arizona State University, community leaders, private
investors and others.
Through this creative and innovative partnership a development fund was created
with an initial investment of $20 million dollars from private groups, Local Initiatives
Support Corp. and Raza Development Fund to help expand sustainable development
and urban reuse projects along the rail corridor. In hopes
of shifting the trend of suburban sprawl to a vibrant, safe,
and healthy urban living environment the fund will be
used to help seed construction of up to 1,000 units of
transit-oriented housing along the light rail in the next
5 years. Projects must pass a set of criteria established
under the fund before any funding is awarded.
Evidence clearly indicates that individuals are ready
to invest in the surrounding areas of the light rail. Even
with a stagnant economy and a vehicle driven culture, the
light rail has attracted over $2.5 billion in investment in a
once blighted area in Tempe during these early years of
its existence. These e orts do not stop with a ordable
housing, but also will be expanded to improving the
general quality of life through grocery stores, after school
care, and retail stores. Projects are currently being
completed and others are underway to develop along this
corridor thanks to current incentives to develop projects
that incorporate public transit into design plans.
With Phoenix being the 6th most populated city
and as a state ranking 33rd by density, the department
understands that Arizona must position itself di erently
for the next 10 – 20 years. The valley needs to look
beyond building suburban single family homes and focus
construction e orts along modes of transportation.
The department knew that it must take advantage of
the economic downturn and invest its time and funds
in developing this promising area. This groundbreaking
partnership brings together key components from the
public and private sector that will continue to enhance the
community and fi ll much needed gaps along the light rail.
While this partnership is a new venture it will continue to
provide new and innovative opportunities for these three
cities and the entire state. Mesa, Tempe, and Phoenix will
no longer be competing against one another, but rather
taking advantage of the joint investment for the long term
benefi t of the light rail corridor. Future plans have been
approved to extend the light rail and build on the projects
early success. As this area continues to develop and o er
new resources to some of Arizona’s most vulnerable
populations, the department hopes that other parties will
join in the e orts and truly get on board the light rail and
future transit oriented developments.
SUMMER 2011
2
LEADING WITH SOLUTIONS
Director’s Message
From the Desk of Michael Trailor
S
ustainable is defi ned as “using a resource so that the resource is not depleted or
permanently damaged. “
Population in our state and especially in the largest metropolitan areas has
signifi cantly increased over the past 60 years. In our metropolitan areas residential
neighborhoods continue to be pushed further and further from core areas of employment,
shopping, and entertainment. We build new schools to serve these outlying areas while
existing schools, within the core of our communities, are closing or are under utilitized.
Moderate income residents who seek decent, safe, a ordable housing end up spending
65 percent of their gross monthly income on housing and transportation while those
living in a closer proximity pay 45 percent.
Arizona’s population is expected to increase by another fi ve million people over the
next 20 years. As our population continues to increase the question of sustainability
should be asked. As we know, we cannot continue doing things the same way and
expect di erent results. Our leaders are charged with the responsibility of looking
beyond today and planning for our future. Arizona has many great examples of visionary
leadership that have enabled our state to grow and fl ourish into what we enjoy today.
They understood that Arizona could not grow without water so they planned and built
dams to store water from the high country to serve the state’s growing areas. It took
many years of planning from Republicans and Democrats to successfully build and
complete the Central Arizona Project and we continue to see the benefi ts as a result of
this early planning.
In the process of evolution there are occasionally periods in time that shape the future.
As an example, a signifi cant period of growth occurred in Arizona after World War II
largely due to the number of military training facilities in our state. Many people who
had never considered living in Arizona were exposed to the state’s natural beauty and
great weather. We must ask ourselves, might we be in one of those periods of time
that shapes the future? Could the Great Recession present the opportunity for change?
How will we respond? Does Arizona still have visionary leaders? I would like to think the
answer is yes.
This is not about ending development on the fringe of our metropolitan areas, but
rather o ering an alternative. It’s about continuing to redevelop our urban cores. It’s
about providing our workforce with a ordable housing where e ective transportation is
readily available. It’s about reducing our dependence on automobiles and the resulting
impact on resources and the environment. It’s about connecting people. It’s about
locating our workforce near high employment areas. It’s about economic development.
Imagine a city where a signifi cant number of its workforce can access high employment
areas via e ective public transportation within a maximum of a half hour. Imagine well
See Director’s Message page 4
SUMMER 2011
3
LEADING WITH SOLUTIONS
Ted Bednar joins the Housing Commission serving as the representative from a nonprofi t
organization in Pima County. Mr. Bednar brings a critical insight into the value of energy
e cient housing from his work at TJ Bednar Homes, awarded the Energy Star Label and
Tucson Electric Power Guarantee Home Label.
Sarah Darr joins the Housing Commission fi lling the seat of a representative from a rural
city government. Ms. Darr currently serves as the community housing manager for the City
of Flagsta and brings important knowledge of housing issues in Northern Arizona to the
Commission.
Courtney LeVinus, who was appointed to fi ll the seat of a representative from a statewide
housing association, works as a lobbyist for Capitol Consulting LLC and currently serves as
a Commissioner on the Housing Authority of Maricopa County.
Steven Tofel was appointed to fi ll the seat of a representative of the public from Pima
County. Mr. Tofel brings a valuable knowledge and insight to the Commission from his
work as President of Tofel Construction.
Ted Williams joins the Housing Commission fi lling the seat of a representative from the
special needs community. Mr. Williams currently is the President/ CEO of the Arizona
Behavioral Health Corporation and brings an expertise of issues a ecting individuals with
behavioral health needs to the Commission.
Neal Young was appointed to fi ll the seat of a representative from a non-rural city
government. Mr. Young currently serves as the Assistance Housing Director at the City
of Phoenix and previously served as the Director of the Arizona Department of Economic
Security.
SCHEDULED MEETINGS
July, 2011 - No Meeting
August, 2011 - No Meeting
September 23, 2011
*check website for times
A
RIZONA
H
OUSING
C
OMMISSION
Shaun Rieve, Legislative Liaison and Public Information O cer
(602) 771-1008 +
shaun.riev[email protected]
Arizona Housing Commission Activities
New Appointments to Commission made by Governor Brewer
SUMMER 2011
4
LEADING WITH SOLUTIONS
Arizona Housing Finance Authority Activities
The MRB Plus program sponsored by the Arizona Housing Finance Authority (AzHFA) continues to be available
for fi rst time homebuyers in counties served by the AzHFA. (All Counties of the State except Maricopa County and
Pima County) The MRB Plus program o ers an attractive 30 year fi xed rate mortgage for fi rst time homebuyers,
along with downpayment and/or closing cost assistance of 5% of the purchase price of the home. Over 187 loans
have been approved and/or reserved since the program started in early 2010, representing mortgage loans in the
amount of nearly $20.8 million.
Additional information about the MRB Plus program and a list of participating lenders can be found on the website
www.azhousing.gov and click on Arizona Housing Finance Authority.
For questions about the AzHFA or its programs, contact:
Carl Kinney
Arizona Housing Finance Authority Programs Administrator
(602) 771-1091 +
[email protected]v
AzHFA
Board of
Directors
Carol Parry
Chairperson
Corporate Social Responsibility
Associates
Richard Houseworth
Vice Chairperson
Capitol Bancorp, Ltd.
Robert Gardiner
Treasurer
Northern Trust, NA
Manny Gonzalez
Secretary
Pinal County
Paul DeSanctis
AZ Lending Specialists, LLC
Randall L. Pullen
Oasis Partners, LLC
SCHEDULED MEETINGS
July, 2011 - No Meeting
August, 2011 - No Meeting
September 8, 2011
*check website for times
planned compact development, especially around light rail stations, of neighborhoods,
retail, commercial and education opportunities that are walk able (in Arizona we know
that means shaded). Imagine if we are successful at developing this vision how attractive
a well planned city like this might be to businesses.
The Sustainable Communities Working Group (SCWG) is a collaborative e ort made
up of state, county, city, nonprofi t and for profi t representatives working to make this
vision a reality. One of the goals of SCWG is to create a fund to assist development
within a half mile of our light rail stations. Thanks to a major commitment from LISC and
La Raza the fund has been launched and currently has a balance of $20,000,000. The
SCWG is also engaged in market studies to quantify the need for housing in these areas
and the best uses for the development fund. We are talking to neighborhoods around
light rail stations to learn their concerns and properly address these community issues.
Creating sustainable development is not just a big city issue; it a ects our rural
communities as well. Remember, sustainable is using a resource so that the resource is
not depleted or permanently damaged.
As we continue to grow and gain population it seems logical that we need to be more
thoughtful about how we plan for and address growth issues.
Have Your
Photo
Featured in
an ADOH
Publication
The Department of Housing would like to invite you to
send photos of your constituents enjoying the benefi ts
of your projects to be featured in one of our publications.
If chosen, your photo could appear on the cover of our
quarterly newsletter, our annual report or another agency
publication.
Visit www.azhousing.gov for more information or to
submit your photo.
P
F
a
P
Director’s Message (cont’d)
SUMMER 2011
5
LEADING WITH SOLUTIONS
FEDERAL LEGISLATION
UPDATE
ARIZONA LEGISLATION
After the failed passing of HB 2079 (Department of
Housing continuation), the department continues to
build support for an upcoming continuation bill that
must be ran next session. The department was able to
secure a one year extension in the previous legislative
session and look to be extended for many more years
during this next session. We urge our housing advocates,
partners, developers, and friends in the community to
continue to express your support and the need to keep the
Department of Housing in existence to your local elected
o cials. The department continues to administer over
$300 million in federal dollars to help serve those less
fortunate individuals in our community, while providing
jobs and vast economic opportunities in our state. For a
list of your elected o cials and their contact information
you can visit
www.azleg.gov.
On June 8 Governor Brewer called a Special Session to
extend federal aid to jobless Arizonans whose benefi ts
were set to expire. With the state’s unemployment rate
remaining at 9.3 percent the Governor decided that it
was essential to take advantage of this limited window
of opportunity to extend these benefi ts to struggling
Arizonans searching for work. The Arizona Legislature
met on June 10 to discuss a potential statutory change that
was needed to take advantage of federal funds that would
provide for an additional 20 weeks of unemployment
aid. However, members of the Legislature were unable
to garner enough support and votes for the measure and
the Special Session ended with no action taken. The failed
attempt to extend benefi ts is estimated to a ect over
40,000 jobless Arizonans who will still be out of work.
Shaun Rieve, Legislative Liaison and Public
Information O cer
(602) 771-1008 +
shaun.riev[email protected]
President Obama and his administration continue to be at odds with the
Congress over the debt ceiling and potential future spending cuts. The administra-
tion believes congressional leaders must agree to a defi cit-reduction deal by July
22 in order to raise the government’s borrowing limit in time to avoid a default in
early August. Some, including top o cials at the Treasury Department and the
Federal Reserve, say the consequences of failing to raise the $14.29 trillion debt
limit by Aug. 2 would be catastrophic, but while skeptics are less certain of the
actual impact.
The federal government hit the debt ceiling in May, but has been able to keep
operating through a series of emergency funding maneuvers. But Treasury o cials
say if the government cannot borrow more by Aug. 2, they won’t have enough cash
to pay all the government’s bills. Republicans have insisted on coupling any exten-
sion with at least an equal amount of budget savings. The Senate has canceled
their planned recess in order to further ongoing negotiations prior to the July 22
deadline.
On June 16, the House passed, by a vote of 217 to 203, its FY 2012 Agricul-
ture, Rural Development, Food and Drug Administration, and Related Agencies ap-
propriations bill, H.R. 2112. The bill includes $17.25 billion in discretionary spend-
ing, $2.7 billion less than the FY 2011 spending level and $5 billion less than the
President’s request. Representative Paul Gosar (R-AZ) o ered an amendment to
take $100 million out of a non-housing account and transfer it to the Multifamily
Housing Revitalization Program account, however, the amendment failed by a vote
of 139 to 285.
H.R. 2112 is the third FY 2012 appropriations bill passed by the House. The
Transportation-HUD Subcommittee will determine the amount of funding for
HUD and its individual programs between now and the Subcommittee markup,
currently scheduled for July 14.
LIHTC AWARDS ANNOUNCED
The list of preliminary Low Income Housing Tax Credit (LIHTC) awards for 2011
has been posted on the ADOH website.
Ruby Dhillon, Rental Programs Administrator
(602) 771-1031 +
ruby[email protected]
Shaun Rieve Legislative Liaison and Public Information O cer
(602) 771-1008 +
shaun.riev[email protected]
SUMMER 2011
6
LEADING WITH SOLUTIONS
Glendale
Enterprise
Lofts Grand
Opening
Complex o ers
critical services to
disabled
On June 23, the department celebrated the grand opening of Glendale
Enterprise Lofts, a 28 unit a ordable housing complex funded in part by federal
tax credits awarded by the department. The newly built complex centers on
a ordability and accessibility with 100% of its units being fully accessible for
the disabled. Director Michael Trailor spoke on the importance of this project
and the need for more innovative a ordable housing projects to develop blighted
neighborhoods. With a current waiting list of over 60 families, the department
would like to congratulate Glendale Enterprise Lofts on their early success and for
its ability to provide critical services and resources to disabled individuals in our
community.
Governor’s
Volunteer
Service
Awards
On Tuesday, April 29, 2011 the 10th annual
Governor’s Volunteer Service Awards were awarded,
thanking Arizonans throughout the state who have
given their time and talents to help solve serious social
problems. The award recognizes eleven recipients each
year who have displayed exemplary commitment to
service and volunteering. The award is considered to be
the highest volunteer award in the state of Arizona and
is awarded by panels of statewide judges who select the
recipients based on the following criteria: need, action,
innovation and impact.
The Arizona Department of Housing would like to
recognize Mike McQuaid who was a 2011 award recipient
in the lifetime achievement category. Mr. McQuaid
currently serves on the Arizona Housing Commission
and has been an advocate for homeless in Phoenix
for twenty fi ve years. Serving as chair of the Board
for the Andre House for over ten years, Mr. McQuaid
oversaw the many services that were dedicated to
helping individuals experiencing homelessness. Most
recently, Mr. McQuaid founded “Helping Hands for the
Homeless,” an organization that raised tens of thousands
of dollars for various service providers and helped in the
construction of the Human Services Campus.
The department would like to congratulate Mr.
McQuaid on receiving this prestigious award and thank
him for his dedication to serving those less fortunate
individuals in our community.
ADOH Director Michael Trailor (far left) and others at the grand
opening of the Glendale Enterprise Lofts complex.
Governor’s Division for Community and
Youth Development
(602) 542-3489 +
volunteer[email protected]v
Glendale Enterprise Lofts is located at 6839 N. 63rd Avenue, Glendale, AZ +
866-819-7952
WHAT’S NEW
LuAnn O’Connell Retires
After seventeen years of service to the State of Arizona, LuAnn
O’Connell retired on May 13. LuAnn served in many capacities
but most recently in the Arizona Public Housing Authority
department.
SUMMER 2011
7
LEADING WITH SOLUTIONS
WHAT’S NEW
SAVE OUR HOME AZ PHONE BANK
On June 28, the department teamed up with NBC Channel 12 and the Arizona
Republic to take homeowners’ calls and provide valuable information on the
department’s Save Our Home AZ Program. Housing counselors fi elded calls from
unemployed Arizona homeowners and assessed callers’ eligibility in the federally
funded mortgage assistance program. Approximately 250 individuals received
assistance during the two hour time slot that aired on NBC Channel 12.
With thousands of individuals losing their unemployment benefi ts the department
recognized the importance of making unemployed homeowners aware that additional
assistance was still available.
The Save Our Home AZ program serves as a critical bridge
for Arizonans, allowing them to stay in their homes while they search for employment.
This is especially important with the jobless rate remaining above 9 percent.
The
Department of Housing has dedicated $36 million to the new unemployment assistance
program, with funding derived from $267 million allocated by the U.S. Department of
Treasury under the Hardest Hit Funds. Under the unemployment assistance program,
homeowners may receive a maximum of $50,000 or up to 24 months of mortgage-
payment assistance. The assistance will allow the qualifi ed borrower adequate time to
search for work, obtain job training or qualify for a modifi ed mortgage payment without
the fear of losing their home.
For additional information on the Save Our Home AZ program, or to determine if you
are eligible for the program, please visit
www.azhousing.gov. The Arizona Department
of Housing urges individuals who take the self-assessment and fi nd they are not eligible
to contact the department’s toll-free foreclosure hotline at 1-877-448-1211 to receive
assistance.
T
he Arizona Public Housing Authority (APHA)
operates within the Arizona Department of
Housing to manage the Project Based Contract
Administration (PBCA) program in Arizona for HUD.
Throughout its ten-year history, the APHA has garnered
annual accolades from HUD for their clean audits, and
meticulous and timely work. Paula Scott and her sta
work tirelessly to maintain this level of excellence.
On July 1, ADOH learned that it had not been chosen
to retain the PBCA contract for 2012. Pressured to
fi nd alternative and less costly ways to contract PBCA
services, HUD had required each state to rebid its
contract. Ultimately, this led to the award of new PBCA
contracts to 27 states.
ADOH is deeply concerned with HUD’s decision and
has submitted a formal appeal to the U.S. GAO outlining
the department’s concerns over the lack of transparency
in the bid process. HUD’s deviation from their own
scoring criteria is in question and ADOH has requested
additional information from HUD regarding the scoring
of these bids. The department is not alone in its e orts
as the U.S. GAO has received over 30 appeals dealing
with the PBCA contract from entities equally concerned
with the process.
ARIZONA CHALLENGES
HUD’S PBCA DECISION
Over 30 Appeals Filed
Questioning HUD’s Bid Process
Housing counselors from various agencies around the Valley participated with ADOH
sta in the phone bank on June 28.
Shaun Rieve, Legislative Liaison and Public Information O cer
(602) 771-1008 +
shaun.riev[email protected]
Mortgage Trouble?
Don’t Delay...Call Today
ARIZONA FORECLOSURE HELP-LINE
1-877-448-1211
TOLL FREE
Since inception on May 28, 2008, Arizona’s mortgage
foreclosure help-line has received over 50,000 calls.
SUMMER 2011
8
LEADING WITH SOLUTIONS
LIHTC COMPLIANCE WORKSHOP
October 18-19 | Desert Diamond Resort | Tucson
The 2011 Qualifi ed Allocation Plan requires that property managers of Low Income
Housing Tax Credit projects attend ADOH-sponsored compliance training annually.
The upcoming October session in Tucson is the second workshop o ered for 2011.
ON-LINE REGISTRATION
Registration Deadline
REGISTRATION FEE
LOCATION
ROOM RATE
Reservation Deadline
RESERVATIONS
GROUP NAME
TRANSPORTATION
Calendar 2011
JULY
AUGUST
SEPTEMBER
5 Labor Day - O ce Closed
8 Arizona Housing Finance Authority
21-23 2011 Arizona Housing Forum
23 Arizona Housing Commission
25 Hotel Reservation Cut-o - Tucson LIHTC Compliance Workshop
CALENDAR OF EVENTS
http://www.azhousing.gov/ShowPage.aspx?ID=384&CID=7
October 4
$198 for the two day course
Desert Diamond Resort
$79 per night
September 25
(520) 294-7777
ADOH Compliance Workshop
A courtesy airport shuttle is available. Call the hotel
upon arrival to schedule a pick-up.
Cynthia Diggelmann (602) 771-1016 +
[email protected]
UPCS TRAINING IN PHOENIX
ADOH is considering holding a two-day UPCS training in Phoenix in the Fall if there is
enough interest. If you are interested in this training for yourself or your sta , please
contact Lisa Troy, LIHTC Compliance Administrator, at
lisa.tro[email protected]
or at
602-771-1071.
Juan Bello
Juan Bello joins the ADOH LIHTC
Compliance sta as a Compliance
O cer. Juan has fi ve years of
experience in property management
and most recently was Assistant
Property Manager for Sunrise Vista Apartments. An
Arizona native, Juan became a father on Mother’s Day to
James Ernesto Bello.
Theresa Hoover
Theresa Hoover joins the department
as the new Assistant to the Director.
Ms. Hoover recently moved to the
valley with her husband, Dale and
son, Grant from Durango, Colorado
where they lived for 15 years. She previously worked at
an architectural design o ce where her duties included
administrative assistance and CAD drafting.
Chris Zygmont
Chris Zygmont is one of the newest
employees to join the ADOH team
managing the department’s Information
Technology systems. Chris comes to us
from a local community bank at which
he developed and managed their IT systems. Chris is
an Arizona native who recently earned his degree in
Psychology from Arizona State University, yet continues
to work on his passion for technology. Chris and his wife,
Robin are the parents of Lily, born in February.
New Faces
SUMMER 2011
9
LEADING WITH SOLUTIONS
The Arizona Department of Housing invites you to join over 300 of your colleagues
at the 2011 Arizona Housing Forum. Now in its eighth year, the Forum is the only
statewide housing conference in Arizona and has consistently received accolades
for its programming and presentation. Specially featured are:
DR. LEE MCPHETERS is Research Professor of Economics in
the W. P. Carey School of Business at Arizona State University
and Director of the school's JPMorgan Chase Economic
Outlook Center. Dr. McPheters is editor of the Arizona Blue
Chip Economic Forecast and the Western Blue Chip Economic
Forecast newsletters, published monthly by the Center.
FRED KARNAS is Senior Adviser to HUD Secretary Shaun
Donovan, and is called upon to deliver the message of what
is going on in Washington, D.C. Before joining the Obama
Administration, he served in the cabinet of Governor Janet
Napolitano as director of the Arizona Department of Housing.
MICHAEL YANKOSKI, author of Under
the Overpass, will deliver the Keynote Address at the Friday
luncheon. Michael has a unique perspective on homelessness
having portrayed an individual experiencing homelessness on
the streets of six major U.S. cities, including Phoenix. He will
leave you with a better perspective on the issue, and ideas for
actionable change.
CALL FOR SPONSORS
AND EXHIBITORS
Join the Arizona Department of Housing to
support the progress of a ordable housing in
Arizona by participating as a sponsor or exhibitor
for this year’s Forum. Review the benefi ts your
organization will receive as a sponsor here, or
consider being a part of the Marketplace, the
center of the conference, as an exhibitor. Visit the
ADOH website for sponsor levels and benefi ts.
Cynthia Diggelmann (602) 771-1016 +
[email protected]
HOTEL INFORMATION
TALKING STICK RESORT
9800 E. Indian Bend Road
SR101 and Indian Bend Road
Scottsdale, AZ
(480) 850-7777 +
www.talkingstickresort.com
Deluxe Room Rate $139.00 (+ 11.95% occupancy tax)
Check-in 3:00 pm | Check-out 12:00 pm
Reservations + (866) 877-9897
Deadline: August 22, 2011
2011 ARIZONA HOUSING FORUM
FALL 2011
FALL 2011
VOLUME 10 | NUMBER 4
CONTENTS
1 Brian Mickelsen Housing Hero Awards
2 Director’s Message
3 Save Our Home AZ Update
4 AzHFA/Arizona Housing Commission Update
5 State & Federal Update
6 What’s New
7 2011 Arizona Housing Forum
9 Event Calendar
LEADING WITH SOLUTIONS
2011 Brian Mickelsen Housing Hero Awards
Director Michael Trailor and Lin Mickelsen presented the 2011 Arizona Housing Hero Awards at the Arizona Housing Forum on
September 22 at Talking Stick Resort. Awards were given to:
MLK Revitalization Project/Depot Plaza; Pascua Yaqui Homes 1;
FSL Yuma Senior Terraces; 51 Homes Tucson; Devine Legacy on Central; Olga Osterhage accepted the Arthur Crozier
Partner in Housing Arizona award. See story on page 1.
FALL 2011
1
LEADING WITH SOLUTIONS
2009 to proceed with their own application. Through the
e orts of their housing sta , the tribe was able to succeed
in securing tax credits in July of 2010 to begin the new
construction and rehabilitations of a 40 unit development.
Due to the early success of their fi rst project, Pascua
Yaqui has plans for a second project which would result in
the tribe constructing or rehabilitating a total of 96 units
at an approximate cost of $17 million between the two
projects. Of this amount, $12 million will be contributed
through investor equity.
Olga Osterhage was awarded with the Arthur
Crozier Partner in Housing Award which celebrates the
single action or a lifetime of successes of an individual
committed to improving the lives of families and the
health of communities through the recognition that
decent, a ordable housing is basic to our social fabric.
Throughout her 28 year career with the City of Tucson, Ms.
Osterhage has demonstrated extraordinary leadership
on behalf of many in the community by her work in the
City’s public housing program. She has improved the
lives of thousands of individuals in the community who
have been participants in the public housing programs.
Ms. Osterhage has established a benchmark for her
successors in terms of reaching a delicate balance that
ensures that the desires of the community are given the
highest priority while advocating for those who are in
need.
The Yuma Senior Terraces project in Yuma, Arizona
was recognized with the Exemplary Rural Multifamily
Project Award for their innovative design and dedication
to providing a healthy living environment for seniors in our
UPDATE
2011 Brian Mickelsen Housing Hero
Awards
Seven awards recognize outstanding dedication
E
ach year, during the Arizona Housing Forum, the department celebrates and
recognizes individuals and organizations that have shown outstanding dedication
to a wide range of housing issues around the state with the Brian Mickelsen
Housing Hero Awards. These seven awards bring together some of the most innovative
and creative projects and programs around the state to be recognized for their
outstanding work in serving some of the most critical populations in our communities.
In 2007, the Housing Hero Awards were named in honor of the late Brian Mickelsen,
former city manager of Cottonwood who had shared his time and talent with the Arizona
Housing Finance Authority since its inception in 2002. We continue to remember Brian
for his work in the community by recognizing others for their outstanding commitment
and dedication to solving housing issues in our great state.
51 Homes Tucson was honored with the Innovative Supportive Housing Program
Award which recognizes creative programs and services that provide outstanding
housing related support and resources to individuals. 51 Homes: Providing Hope,
Improving Health, Changing Lives is a collaborative e ort of community leaders from
the non-profi t, governmental and business communities striving to end homelessness
among the most medically vulnerable individuals in the greater Tucson area. By
using the “Housing First” model, 51 Homes Tucson was able to take these individuals
experiencing homelessness and place them in a stable environment where all supportive
services could be delivered right to their new doorstep. Through the collaboration of
housing resources and supportive services, 51 Homes was able to assist the “hardest-
to-serve” community with becoming housed and receiving the support that was once so
desperately needed.
The Exemplary Urban Multi-Family Project Award recognizes an outstanding
multifamily rental project in urban Arizona that serves low to moderate income
individuals, families or seniors. The City of Tucson Depot Plaza/ Martin Luther King
HOPE VI Revitalization Project received the award for their outstanding, comprehensive,
mixed-use development with the overall goal of improving a decaying downtown
neighborhood and enhancing the lives of the residents living in the Martin Luther King
building. The MLK building includes 68 fully accessible one-bedroom units ranging from
628 to 780 square feet, each with a private outdoor balcony. The MLK building is a
unique development that not only enhances the lives of the diverse population of its
residents, but also serves as a catalyst for future housing and community revitalization.
This year’s Tribal Initiatives Award recognized the Pascua Yaqui Tribe for their
achievements in helping to meet the housing needs of tribal members in Arizona.
After several years of observing Arizona tribes receive awards of Low Income Housing
Tax Credits for a ordable low-rent housing, the Pascua Yaqui Tribe fi nally decided in
Phoenix City Councilman Tom Simplot accepted the Elected
O cial award from Director Trailor and Lin Mickelsen
Continued on page 6
FALL 2011
2
LEADING WITH SOLUTIONS
Director’s Message
From the Desk of Michael Trailor
E
ach year, the Arizona Department of Housing strives to host a housing forum
that not only exceeds the successes of past forums, but also surpasses the high
expectations held by our guests in attendance each year. This year the Arizona
Housing Forum featured speakers from coast to coast on a wide range of topics
pertinent to our industry. Low Income Housing Tax Credit Development, Sustainable
Development, Organizational Power and Politics, Development Opportunities in a
Changing World, and Ending Homelessness were just a few of the sessions o ered this
year. We hosted over 300 guests from over 20 di erent states who came to see what
Arizona has to o er. Through these meetings, new ideas are developed that may be
implemented in local areas not only around the state, but around our country.
Dr. Lee McPheters presented at the Arizona Economic Outlook breakfast and
provided us with the disappointing statistics that we have grown accustomed to seeing
in the last few years. While the housing crisis remains critical in Arizona, it will take a
national recovery to stimulate the economy and lead us to economic recovery . We have
seen in past recessions that the Arizona economy is generally hit harder compared to
a majority of other states, but bounces back with resiliency as a leading state when the
economy recovers. This theory holds true to our current situation. As Arizona struggles
with an unemployment rate of over 9 percent and roughly over 50,000 foreclosures for
the past 3 straight years, leading economists rank Arizona number 3 in job growth by
2015. While these predictions are optimistic for an Arizona recovery it still means we
are years away from the housing market to return to some sort of normalcy and much
further away from a recovery of home values.
These numbers continue to remind us that too many individuals are struggling in our
communities and more and more continue to be in need of critical services. Fortunately,
we have people like Mike Yankoski, who delivered the keynote speech at this year’s
forum and provided an insight into a sometimes forgotten homeless population in
our cities and towns. In order to better understand the daily struggles of the homeless
community and the interaction between those individuals and society, Mike and a friend
named Sam posed as individuals experiencing homelessness in six di erent American
cities, including Phoenix. For fi ve months, Mike and Sam intentionally ate from trash
cans and Rescue Missions, slept under bridges, and panhandled in order to survive. His
story showed us the vital need for the wide range of programs and services that exist in
our communities to help assist individuals experiencing homelessness.
Thank you to those of you who were able to attend and contribute to the success of
the forum. I look forward to seeing you all again at next year’s forum and continuing to
learn from one another as we move through this housing crisis together.
FALL 2011
3
LEADING WITH SOLUTIONS
SAVE OUR HOME AZ UPDATE
Program evolving to meet needs of Arizonans
I
mmediately after receiving the $267 million of Hardest Hit Funds from the United
Stated Department of Treasury the Arizona Department of Housing went to work
in devising a principal reduction program that would not only assist underemployed
Arizona homeowners with an a ordable monthly mortgage payment, but also help to
make the value of the loan more in range with the current depreciated value of the home;
reducing the temptation of a strategic default. Up to $50,000 would be used to pay o a
portion of what the struggling homeowner owed, as long as their lender agreed to forgive
an equal amount. Many experts who spoke with the Department agreed that in Arizona,
with the vast depreciation of home prices, that principal reduction would solve most, if
not all of the homeowners’ current issues. However, it quickly became apparent that the
major lenders were reluctant to participate in principal reduction and mortgage giants,
Fannie and Freddie, were adamantly against participating in the program. Realizing the
homeowner urgency in this current crisis and the immense roadblock stalling principal
reduction the department has developed new programs and modifi ed requirements to
assist struggling Arizona homeowners.
The department launched its unemployment assistance program at the end of March
of this year and without having to rely on lender cooperation has been able to assist
173 unemployed homeowners stay in their homes and provide a bridge while they
seek gainful employment. The program provides up to $2,000 in monthly mortgage
assistance for up to 24 months. The department has recently modifi ed this program
to include individuals who are underemployed meaning homeowners who have
experienced a reduced income during the economic downfall would now be eligible for
mortgage payment assistance after contributing 31 percent of their current monthly
income to their mortgage payment.
As estimates show another year of roughly 50,000 foreclosures in Arizona, the
department began to look at preventing foreclosures through incentivizing lenders
to pursue short sales. The department will o er homeowners $4,500 in transition
assistance and provide up to 3 percent in closing costs. This program would allow
homeowners to avoid foreclosure, take less of a credit record hit, and help to stabilize
the community by preventing foreclosures.
A major change that recently took a ect is assisting homeowners who are current
on their mortgage, but have exhausted all of their resources to stay in their home. Past
stipulations required individuals to be at least 60 days delinquent on their mortgage in
order to be eligible for this program. The idea being that these homeowners were in the
most dire need of assistance. The department decided to expand the program’s e orts
to allow struggling borrowers into the program who could show fi nancial documents to
prove that they are in imminent risk of foreclosure.
Mortgage Trouble?
Don’t Delay...Call Today
ARIZONA FORECLOSURE HELP-LINE
1-877-448-1211
TOLL FREE
Since inception in 2008, Arizona’s mortgage
foreclosure help-line has received over 53,000 calls.
FALL 2011
4
LEADING WITH SOLUTIONS
Arizona Housing Finance Authority Activities
The Arizona Housing Finance Authority recently completed a sale of Mortgage Backed Securities in the amount
of approximately $7.6 million in order to extend the capacity of its current MRB Plus program. The program o ers
an attractive 30-year fi xed rate mortgage for fi rst time homebuyers, along with downpayment and/or closing cost
assistance of 5 percent of the purchase price of the home. This program is available in all counties of the State except
Maricopa and Pima Counties.
Over 230 loans have been approved and/or reserved since the program started in early 2010, representing mortgage
loans of over $25 million.
Additional information about the MRB Plus program and a list of participating lenders can be found on the website
www.azhousing.gov and click on Arizona Housing Finance Authority.
New O cers for 2012
At the annual meeting held on October 13, 2011, the board of directors elected a new slate of o cers:
Robert Gardiner - Chairperson
Manny Gonzalez - Vice Chairperson
Paul DeSanctis - Secretary
Randall Pullen - Treasurer
For questions about the AzHFA or its programs, contact:
Carl Kinney
Arizona Housing Finance Authority Programs Administrator
(602) 771-1091 +
[email protected]v
AzHFA
Board of
Directors
Robert Gardiner
Chairperson
Northern Trust, NA
Manny Gonzalez
Vice Chairperson
Pinal County
Paul DeSanctis
Secretary
AZ Lending Specialists, LLC
Randall L. Pullen
Treasurer
Oasis Partners, LLC
Richard Houseworth
Capitol Bancorp, Ltd.
Carol Parry
Corporate Social Responsibility
Associates
SCHEDULED MEETINGS
October 13, 2011 - Annual
Meeting
November 10, 2011
December 8, 2011
*check website for times
SCHEDULED MEETINGS
October, 2011 - No Meeting
November 18, 2011
December, 2011 - No Meeting
*check website for times
Arizona Housing Commission Activities
The Arizona Housing Commission recently nominated two new members
to serve on its executive board. David Adame will serve as the Commission’s
new Chairman and Albert Elias will serve as Vice Chairman.
David Adame is the Chief Financial O cer for Chicanos por la Causa.
Albert Elias is the Director of Housing & Community Development for the City
of Tucson.
The department would like to congratulate the two new board members
and thank them for their leadership and willingness to fi ll these positions. ADOH looks forward to working
with them and the entire Commission as we continue to address Arizona housing needs in the future.
A
RIZONA
H
OUSING
C
OMMISSION
Theresa Hoover, Assistant to the Director
(602) 771-1007 +
theresa.hoov[email protected]
David Adame Albert Elias
FALL 2011
5
LEADING WITH SOLUTIONS
FEDERAL LEGISLATION
UPDATE
ARIZONA LEGISLATION
The department is continuing to meet with key
members in both the State Senate and the House of
Representatives to inform members of the importance
of the key programs and projects that the department
funds and administers around the state. The department
will continue to seek support from members in both
chambers leading up to the hearing on the continuation
of the department.
If you would like to receive updates from the department
on upcoming hearings, votes, and critical legislative news
please join our housing advocacy e-mail list
here
.
Appropriations
On Wednesday, October 5, President Obama signed a continuing resolution
(CR) that will extend funding for all federally funded agencies through November
18. Funding in the CR will be 1.5 percent less than the FY 2011 funding level. Gov-
ernment funded agencies have been operating under a short-term CR, that was set
to expire on October 4, since the new federal fi scal year began on October 1. Con-
gress now must either fi nalize FY2012 appropriations legislation or pass another
funding extension prior to the before the November 18 expiration of the latest CR.
The Senate Appropriations Committee passed the Transportation - HUD bill
on September 21 and the House Transportation - HUD Appropriations Subcom-
mittee passed its bill on September 8. House and Senate appropriators will be
meeting soon to discuss funding and iron out the di erent funding levels for pro-
grams such as CDBG and HOME in the full FY 2012 omnibus bill. The House bill
contains an increase in funding of 5 percent for CDBG as compared to FY 2011
funding levels and reduces HOME funding level by 25 percent. The Senate bill
reduces CDBG funding by 15 percent and HOME funding by 38 percent compared
to FY 2011 levels.
The American Jobs Act
President Obama recently announced a new proposal to stimulate the econ-
omy and promote job growth. The proposal, entitled “The American Jobs Act”,
includes a construction program targeted to aid distressed communities. “Project
Rebuild” is modeled after the Neighborhood Stabilization Program, and has been
referred to as NSP 4. Under this program $15 million would be allocated for in-
vestments to put construction workers on the job rehabilitating and refurbishing
hundreds of thousands of vacant and foreclosed homes and businesses. Building
on proven approaches to stabilizing neighborhoods with high concentrations of
foreclosures, Project Rebuild will bring in expertise and capital from the private
sector, focus on commercial and residential property improvements, and expand
innovative property solutions like land banks.
Carol Ditmore, Assistant Deputy Director, Operations
(602) 771-1062 +
[email protected]v
The department also received
word that Shaun Rieve, Legislative
Liaison and Public Information
O cer, has accepted a position
with the Arizona Department of
Gaming and will be leaving ADOH
on October 7. Shaun will serve as
Gaming’s Legislative Liaison.
“I want to thank the Arizona Department of Housing
for the opportunity to work in this great department
and for the outstanding work they are doing around the
community. I have learned a tremendous amount during
my time here and I wish them the best.”
Sta ng
Announcements
The department regretfully
announces that Cindy Coen,
Assistant Deputy Director,
Programs has submitted her
resignation e ective November 4.
Cindy rejoined ADOH in May,
2009 after a seven year absence
and career as a consultant to the
development community.
FALL 2011
6
LEADING WITH SOLUTIONS
(top) Architect rendering of fi nished project; (bottom) ADOH Director Michael Trailor is joined by Phoenix
Mayor Phil Gordon, Councilman Michael Nowakowski and representatives of those responsible for the
construction and fi nancing of this project.
The Lofts at McKinley are ocated at 5th Avenue and McKinley, Phoenix, AZ
WHAT’S NEW
Groundbreaking Lofts at McKinley
First LEED-Platinum multi-family project in Arizona
On August 17 the Lofts at McKinley celebrated their groundbreaking; starting the
construction on an exciting redevelopment project serving a mixed community
with emphasis on those who are 55 and older. The project was funded through the
department’s low income tax credit program and Housing Trust Funds.
The Lofts at MckKnley are expected to be complete by next year and seek to become the
fi rst LEED-Platinum multi-family project in Arizona.
2011 Brian Mickelsen Housing Hero Awards (continued)
community. The development is composed of 60 newly constructed senior apartment
units using the latest “Green” technologies. Funded through the Low Income Housing
Tax Credit Program and federal HOME funds, the project boasted an impressive 100
percent occupancy in three and half month’s time. Establishing an environment for
seniors to thrive is a high priority for the Foundation for Senior Living and through Yuma
Senior Terrace’s vast amenities expectations were succeeded. Yuma Senior Terraces
exhibits superior design through their green initiatives around the project. The project is
equipped with a full solar panel system with panels mounted on carports and rooftops
of every residential building. The Foundation for Senior Living pays all of the utility costs
so residents are left with no additional fi nancial burden.
The Outstanding A ordable Housing Initiative Award was presented to Devine
Legacy on Central for their innovative planning and ability to integrate critical supportive
services with energy e ciency and superior design. Native American Connections’
Devine Legacy on Central is an exciting and vibrant LEED-certifi ed a ordable housing
community that incorporates the important components of high density zoning, multi-
use spaces, mixed-income residents and transit oriented development in the central
neighborhood of Phoenix. This outstanding development o ers residents unique
opportunities to fi nd a live-work-play environment that is always mindful of their cultural
identity, their personal and family needs and their workforce stability.
The fi nal award of the afternoon luncheon, Elected O cial Award, was presented to
Councilman Tom Simplot, recognizing an Arizona elected o cial who has demonstrated
ongoing support for a ordable housing projects and programs including housing
for homeless, domestic violence, special needs and low income families and seniors.
Councilman Simplot was fi rst elected to the Phoenix City
Council in 2003 in a special election to replace outgoing
councilmember Phil Gordon. After being re-elected in
2005, he was unanimously voted by his fellow council
members to serve as Vice Mayor. Councilman Simplot
has dedicated tremendous e orts to fi nding permanent
supportive housing for the chronically homeless which
he believes will go a long way towards bringing stability
to our community. In addition to his post on the Phoenix
City Council, Mr. Simplot is the president/CEO of the
Arizona Multi-housing Association. Councilman Simplot
continues to demonstrate his commitment to providing
supportive housing to our communities’ most vulnerable
populations and the critical need for a ordable housing
throughout our cities.
Thanks to the e orts of these individuals, projects,
and programs our state is able to create an environment
that is supportive of a ordable housing and conducive
to addressing the needs of those most vulnerable
populations in our communities. The Arizona Department
of Housing would again like to congratulate all of the 2011
award recipients.
FALL 2011
7
LEADING WITH SOLUTIONS
WHAT’S NEW
Friday morning, Dr. Lee McPheters, Director of the ASU
JPMorgan Chase Economic Outlook Center presented his
annual forecast of the Arizona economic year to come;
and Fred Karnas, Sr. Policy Advisor at the U.S. Department
of Housing & Urban Development provided the assembly
with a frank and individualized view of Washington, D.C.
in an open forum setting.
One session on Friday, but some very popular
workshops nonetheless. Terry Campbell of Campbell-
Hogue & Associates and Diana Yazzie-Devine,
President/CEO of Native American Connections, a local
501(c)3 organization presented a case study of a LIHTC
partnership between a for-profi t and a non-profi t; Denise
Resnik, President of DRA Strategic Communications
explained the Southwest Autism Research & Resource
Center’s plans for housing options for autistic young
adults and other special populations who are aging out of
the system; Gary D. Todd of Todd & Associates, Douglas
Whitneybell of Whitneybell Perry, Inc. joined with Bryan
Dunn of Adolfson & Peterson Construction and Cli
Paul of PK Associates, LLC, a structural engineering fi rm,
to discuss the viability of housing around the light rail
stations; Dr. Sharon Megdal of the University of Arizona
Water Resources Research Center was on hand to
discuss the long-term implications of not providing nor
abiding by limitations on development by developers and
communities.
The keynote address was delivered by Michael
Yankoski, a young man who along with a friend, made a
fi ve month trek across the U.S. living as homeless men. It
was a stirring homily on belief and perceptions chronicled
in his book Under the Overpass, which has been optioned
to be made into a movie.
WHAT YOU MISSED AT
THIS YEAR’S FORUM
Rave reviews were received for all our speakers at this year’s Arizona Housing Forum.
Over 300 attendees descended on the Talking Stick Resort in Scottsdale for the 8th
annual conference, the only statewide housing conference in Arizona.
To begin the conference, a reception was held on Wednesday night where
participants
were entertained by four time World Champion Hoop Dancer Tony Duncan and a
trio of native American musicians, followed by an evening of networking and great
food.
Thursday morning after a welcome from Vice President Martin Harvier of the Salt River
Pima Maricopa Indian Community, Director Trailor set the theme for the conference by
reinforcing the Department’s commitment to transit oriented development by showing
a video produced by several valley cities and organizations, including the Sustainable
Communities Working Group, entitled Connecting the Valley. The video presents a view
of how Arizona cities could improve air quality, tra c congestion and livability of urban
areas by being supportive of the light rail transportation system.
First workshops of the conference were sessions led by Washington, D.C. attorney
Anthony Freedman of Holland & Knight, a class in sustainable development presented
by CR Herro of Meritage Homes and Charlie Gohman of the Foundation for Senior
Living, Organization Power and Politics by Dr. Trudy Sopp of the Centre for Organizational
E ectiveness, and the Principles of Property Management by a couple of the stars at
Dunlap & Magee, Christine Shipley and Wendy Weiske.
Lunch saw the presentation of the 2011 Brian Mickelsen Housing Hero Awards (see
story on page 1) and the afternoon program began with fantastic sessions led by Bill
Letsinger and Mike Morrison of Novagradac & Company, LLP; the ever popular Barry
Berkus of the California Berkus Design Studio; a primer on Arizona Department of
Housing programs led by ADOH sta ; a session on advocacy strategy led by ADOH
Legislative Liaison Shaun Rieve, Je Gray of R&R Partners and Courtney LeVinus of
Capitol Consulting. The last session of the day presented four workshops: exploring the
the federal capacity in Your Uncle Sam with representatives from HUD, U.S.D.A. - Rural
Development and the U.S. Department of Veterans A airs; Bob Moss and David Gasson
of Boston Capital discussing the LIHTC program versus tax reform; Lloyd Pendleton and
Gordon Walker of the Utah Division of Housing & Community Development shared
success and progress of the state of Utah’s successful Housing First program, a ten
year plan to end chronic homelessness; and consultants Linda Cannon of Cannon &
Associates and Dr. Elizabeth Taylor of Insight Resources discussed how to chart the
course of your organization, project, or daily work, and use that plan as a strategic tool.
The 2012 Forum will be held at the J.W. Marriott Starr
Pass in Tucson, AZ , October 2-4, 2012. Mark your
calendars now!
FALL 2011
8
LEADING WITH SOLUTIONS
2011 ARIZONA HOUSING FORUM
Thanks to everyone who participated in the 2011 Arizona Housing Forum, from the speakers to the sponsors and
exhibitors. Visit
TheHappySnapper.com to view all the photos taken. Be sure to join us in 2012 at the JW Marriott Starr
Pass, October 2-4.
FALL 2011
9
LEADING WITH SOLUTIONS
2012 QUALIFIED ALLOCATION PLAN
Focus Groups scheduled to collect comments
The fi rst draft of the 2012 Qualifi ed Allocation Plan is scheduled to be posted to the
ADOH website for public review on October 21. ADOH has scheduled two focus
group sessions to discuss revisions to the QAP and solicit feedback:
Comments will also be accepted via e-mail:
2012_Q[email protected]v
TUCSON
WEDNESDAY OCTOBER 26, 2011
10:00 AM - 12:00 PM
Pima County Housing Center
801 W. Congress Street
Tucson, AZ 85745
PHOENIX
THURSDAY, OCTOBER 27, 2011
2:30 PM - 4:30 PM
ADEQ Building
(ADOH o ces are in this building)
1110 W. Washington, Room 250
Phoenix, AZ 85007
Calendar 2011
OCTOBER
10 Columbus Day - O ce Closed
13 Arizona Housing Finance Authority - Annual Meeting
18-19 LIHTC Compliance Training - Tucson
NOVEMBER
10 Arizona Housing Finance Authority
11 Veterans Day - O ce Closed
18 Arizona Housing Commission
24 Thanksgiving Day - O ce Closed
DECEMBER
8 Arizona Housing Finance Authority
26 Christmas Holiday - O ce Closed
CALENDAR OF EVENTS
Dominique Rougier (602) 771-1030 +
[email protected]
UPCS TRAINING IN PHOENIX
ADOH is considering holding a two-day UPCS training
in Phoenix in the Fall if there is enough interest. If you are
interested in this training for yourself or your sta , please
contact Lisa Troy, LIHTC Compliance Administrator, at
lisa.tro[email protected]
or at 602-771-1071.
Maureen Rooney
Maureen Rooney joins the ADOH sta
as a Special Needs Specialist. Maureen
has spent the last 20 years of her career
in nonprofi t community development,
a ordable housing, historic preservation
grant administration, and real estate. She earned her BS
in Urban Geography from ASU.
Dominique Rougier
Dominique Rougier recently joined the
ADOH sta as the Rental Programs
Assistant. Originally from South Africa,
Dominique obtained an Associate’s
degree and has experience working with
an architectural/engineering, research consulting fi rm.
New Faces
Have Your Photo Featured
in an ADOH Publication
The Department of Housing invites you to send photos of
your constituents enjoying the benefi ts of your projects to be
featured in one of our publications. If chosen, your photo could
appear on the cover of our quarterly newsletter, our annual
report or another agency publication.
Visit www.azhousing.gov for more information or to submit your photo.
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