CITY COUNCIL AGENDA J. Lloyd Snook, III, Mayor April 18, 2022 Juandiego Wade, Vice Mayor Sena Magill, Councilor Michael K. Payne, Councilor Brian R. Pinkston, Councilor Kyna Thomas, Clerk 4:00 PM OPENING SESSION Register at www.charlottesville.gov/zoom. This meeting is being held electronically in accordance with a local ordinance amended and re-enacted March 7, 2022, to ensure continuity of government and prevent the spread of disease during a declared State of Emergency. Individuals with disabilities who require assistance or special arrangements to participate in the public meeting may call (434) 970-3182 or submit a request via email to ada@charlottesville.gov. The City of Charlottesville requests that you provide a 48-hour notice so that proper arrangements may be made. Call to Order/Roll Call Agenda Approval Reports 1. Presentation: UVA Law class presentation on tax relief (30 minutes) 2. Discussion: Climate Action discussion 5:30 PM CLOSED SESSION as provided by Sections 2.2-3711 and 2.2-3712 of the Virginia Code (TBD) 6:30 PM BUSINESS SESSION This portion of the meeting will accommodate a limited number of in-person public participants in City Council Chamber at City Hall as we employ a hybrid approach to public meetings during the locally declared state of emergency. Registration is available for a lottery-based seating selection at www.charlottesville.gov/1543/Reserve-a-Seat-for-City- Council-Meeting. Moment of Silence Announcements Recognitions/Proclamations • Proclamation: Charlottesville Band 100th Anniversary • Proclamation: Fair Housing Month Consent Agenda* 3. Minutes: March 7 Council meeting, March 10 budget work session 4. Resolution: Appropriating funding received from the Virginia Department of Social Services for Driving and Transportation Assistance for Foster Care Youth - $13,877 (2nd reading) 5. Resolution: Appropriating additional funding received from the Virginia Department of Social Services for the Promoting Safe and Stable Families Program - $16,435 (2nd reading) 6. Resolution: Appropriating Virginia Tourism Corporation American Rescue Plan Act supplemental funds for the Charlottesville Albemarle Convention and Visitors Bureau - $280,000 (2nd reading) 7. Resolution: Authorizing a refund of $12,866.44 to a taxpaying entity or business, for business license taxes paid in error for 2020 (2nd reading) Page 1 of 423 8. Ordinance: Consideration of an amendment to City Code Section 30-283 to increase the local excise tax imposed upon the sale of meals from 6% to 6.5% (2nd reading) 9. Ordinance: Appropriating state funds for the State of Good Repair Program project account for Dairy Road Bridge Replacement - $7,210,664.00 (2nd reading) 10. Resolution: Charlottesville Affordable Housing Fund (CAHF) Award Recommendations a. Resolution: Allocating CAHF funds for Charlottesville Redevelopment and Housing Authority (CRHA) South First Phase Two - $425,000 (2nd reading) b. Resolution: Allocating CAHF funds for Habitat for Humanity of Greater Charlottesville Equity Homeownership Initiative 2022 Down Payment Assistance - $75,000 (2nd reading) c. Resolution: Allocating CAHF funds for Albemarle Housing Improvement Program (AHIP) Charlottesville Critical Repair Program - $100,000 (2nd reading) d. Resolution: Allocating funds from the Charlottesville Affordable Housing Fund for Local Energy Alliance Program (LEAP) Assisted Home Performance and Electrification Ready – Owner Occupied - $50,000 (2nd reading) e. Resolution: Allocating funds from the Charlottesville Affordable Housing Fund for Local Energy Alliance Program (LEAP) Assisted Home Performance and Electrification Ready – Renter Occupied - $100,000 (2nd reading) 11. Ordinance: Amending, reenacting and reordaining Chapter 30 of the City Code, Section 30-283, to increase the meals tax (2nd reading) 12. Report: Calendar Year 2020 Annual Report for Human Rights Commission and Office of Human Rights 13. Report: Rivanna Authorities Quarterly Report City Manager Report Community Matters Public comment for up to 16 speakers (limit 3 minutes per speaker). Preregistration available for first 8 spaces; speakers announced by Noon on meeting day (9:00 a.m. sign-up deadline). Additional public comment at end of meeting. Public comment will be conducted through electronic participation while City Hall is closed to the public. Participants can register in advance at www.charlottesville.gov/zoom. Action Items 14. Public Community Development Block Grant (CDBG) and HOME Citizen Hearing/Ord.: Participation Plan Amendment a. Ordinance*: Amending and reenacting Sections 2-417, 2-418 and 2-419 of the Code of the City of Charlottesville to establish a new CDBG and HOME Taskforce (1 reading) b. By Motion: Approving the proposed amendments to the 2016 Citizen Participation Plan for the City’s CDBG and HOME Investment Partnership Act programs 15. Resolution: Approving the issuance by the Charlottesville Redevelopment and Housing Authority of its up to $23,000,000 multifamily revenue bonds for Standard Midway Manor Venture LP (1 reading) 16. Ordinance: Amending the Friendship Court (Phase 1) Loan Agreement (1st of 2 readings) Page 2 of 423 17. Ordinance*: 240 Stribling Avenue a. Ordinance*: Consideration of a voluntary Infrastructure Funding Agreement in the amount of $2.9 Million with Belmont Station, LLC, for construction of sidewalk along Stribling Avenue (2nd reading) b. Ordinance*: Re-enacting the Zoning Map for the City of Charlottesville, Virginia, to reclassify certain property from R-1S and R-2 to Planned Unit Development (“240 Stribling PUD”) and granting a critical slope waiver for the 240 Stribling PUD (2nd reading) General Business 18. Discussion: Reviewing Draft Operating Procedures for the Police Civilian Oversight Board (Discussion Only; No Vote) Other Business Community Matters (2) *Action Needed Page 3 of 423 State and Local Government Clinic Andrew Block, Director MEMORANDUM TO: Lisa Robertson, Charlottesville City Attorney Lloyd Snook, Mayor of Charlottesville FROM: Scott Chamberlain, UVA Law Maggie Woodward, UVA Law RE: Property Tax Exemption Expansion DATE: April 12, 2022 I. INTRODUCTION The City of Charlottesville is interested in providing targeted property tax relief to help those most impacted by tax hikes, particularly low- and moderate-income (LMI) individuals. This Memo begins with an overview of the legal authority that Charlottesville has, restrictions on its authority, its current property tax relief programs, and recommendations for expanding relief. We first discuss existing programs and statewide tax credits available to some home owners in order to survey all of Charlottesville’s existing options before recommending alternatives. II. LEGAL AUTHORITY AND RESTRICTIONS The authority for taxation in Virginia stems from the state constitution. The Virginia Code further elaborates on the programs authorized and restricted by the constitution, and local charters have the ability to further restrict or enable the powers of a city within the constitutional bounds. It is important to keep in mind that Virginia is a Dillion rule state: localities may only exercise “1) powers expressly granted by the state, (2) powers necessarily and fairly implied from the grant of power, and (3) powers crucial to the existence of local government.”1 Therefore, the very limited exemptions allowed by the Virginia Constitution create a strong top-down control on the relief that localities may provide. This 1 https://nebraskalegislature.gov/pdf/reports/research/snapshot_localgov_2020.pdf 580 Massie Road, Charlottesville, VA 22903-1738 | P 434.243.4320 | F 434.924.7315 | E ablock@law.virginia.edu www.law.virginia.edu Page 4 of 423 section outlines the flow of authority for the taxation of property from the Virginia Constitution to Charlottesville, and includes a discussion of the limits established by the constitution, the provisions of the Virginia Code set further boundaries for localities, and Charlottesville’s special powers under its City charter. A. VIRGINIA CONSTITUTIONAL LIMITS ON PROPERTY TAX EXEMPTIONS Article X of the Virginia Constitution provides strong, top-down control on taxation in the Commonwealth. For local property taxes, all rates are required to be “uniform upon the same class of subjects,” meaning that property cannot be taxed at differential rates within a locality.2 The Constitution permits the General Assembly is to pass laws allowing localities to tax the personal property of people who are disabled or elderly3 at different rates when they are deemed to bear an extraordinary tax burden, but that exception does not extend to property tax.4 Article X, § 6 of the Virginia Constitution outlines numerous specific property tax exemptions. Many of those exemptions are not at issue here, but they include property owned by the Commonwealth, property owned and used exclusively by religious bodies, and cemeteries.5 By the constitution’s own terms, any exemptions are to be strictly construed.6 Further, the General Assembly may restrict or condition, in whole or in part, but not extend” the Constitutional exemptions.7 Under Article 6, Section 6, the General Assembly can authorize localities to exempt property owned by elderly and disabled persons from taxation.8 However, the constitution does not specify any authority to exempt property from taxation based on the income or assets of the property owner.9 Additional property tax exemptions are laid out in Section 6-A and 6-B of Article X. These exemptions include property which is the primary residence of the surviving spouse of a member of the Armed Forces who was killed in action,10 real property, including the joint real property of husband and wife, of any veteran who has been rated by the U. S. Department of Veterans Affairs to have a 100 percent service connected, permanent, and total disability, and who occupies the real property as his principal place of residence, and property of a surviving spouse of an emergency services worker who was killed in the line of duty.11 Though these exemptions do not relate to property tax relief for LMI households, they are helpful to keep in mind when surveying the practices of other localities. 2 Va. Const. art X, § 1. There is an exception to this rule for land that has been added to the locality, though that is not at issue here. 3 Specifically, the constitution allows people sixty-five years of age or older to receive exemptions. Across localities, this group is commonly referred to as “elderly,” and so this memo will use that term throughout. 4 Va. Const. art X, § 1. 5 Va. Const. art X, § 6(a) (1)-(3). 6 Va. Const. art X, § 6 (f) 7 Va. Const. art X, § 6 (c) 8 Va. Const. art X, § 6 (b). 9 Id. Professor Dick Howard explained that when the constitution was written, the drafters retained language about tight General Assembly control over exemptions in order to prevent localities from undermining their budgets with a flood of exemptions. 10 Va. Const. art X, § 6-A(b) 11 Va. Const. art X, § 6-B. 2 Page 5 of 423 B. VIRGINIA CODE PROVISIONS RELATED TO PROPERTY TAX EXEMPTIONS The Virginia Code provides further guidance to localities on the constitutionally permitted exemptions and also creates authority for property tax deferrals in certain circumstances.12 The Code adds conditions to the exemptions available to elderly and handicapped people, including requiring the dwelling to be occupied as the sole residence of the qualifying taxpayer and allowing for localities to choose to provide partial exemptions.13 Prior to 2011, locality programs were subject to maximum income and net worth limitations set by the state.14 Those limitations were repealed in 2011; presently, localities have discretion to set net worth and income conditions on their exemption program by ordinance.15 Localities are also permitted to grant deferrals, though not exemptions, to groups beyond the elderly and handicapped.16 A deferral created under this provision gives property owners the option to defer “all or any portion of the real estate tax that exceeds 105 percent of the real estate tax on such property owned by the taxpayer in the previous tax year. Localities may choose to set a higher threshold, e.g. 110 percent. C. PROPERTY TAXATION AUTHORITY IN THE CHARLOTTESVILLE CITY CHARTER Charlottesville’s City Charter, which has been approved by the General Assembly, gives the City special powers related to housing and community development that can be used to offset the burdens of housing costs. Specifically, the Charter gives Charlottesville three powers: (1) the ability to award grants to LMI households to aid in purchasing land or a dwelling, (2) the ability to offer property tax deferrals to LMI households, and (3) the ability to award grants to LMI households to subsidize rental payments.17 The Charter limits Charlottesville’s discretion in establishing the thresholds for qualifying as a LMI household. Persons or families of low- or moderate-income are defined under the Virginia Housing Development Authority Act,18 and that definition is incorporated by reference into the City Charter. The 12 An exemption is an amount deducted from the real estate tax owed in a given year and never required to be repaid. In contrast, a tax deferral is due (1) when the property is sold or (2) when the person qualifying for the deferral dies. Deferred amounts can accrue interest r from the time the deferral starts until it is paid. 13 Va. Code § 58.1-3210. 14 Va. Code § 58.1-3211 (repealed 2011). The income cap was set to $50,000 and the net worth cap was set to $200,000 in most areas, though Charlottesville was given permission to raise their caps through ordinance to “the greater of $67,000 or the income limits based upon family size for the respective metropolitan statistical area, annually published by the Department of Housing and Urban Development for qualifying for federal housing assistance.” 15 Va. Code § 58.1-3212. 16 Va. Code § 58.1-3291. 17 Charlottesville City Charter § 50.7. Note that grants to offset rent burdens are a separate issue from property tax relief. However, the powers are enumerated together and Charlottesville’s housing programs, discussed infra, make use of this power, so we note it here. In addition, these grants may help a renter remain in their home if their landlord raises rents in response to rising property tax rates and property assessments. 18 "Persons and families of low and moderate income" means persons and families, irrespective of race, creed, national origin, sex, sexual orientation, or gender identity, determined by the HDA to require such assistance as is made available by this chapter on account of insufficient personal or family income taking into consideration, without limitation, such factors as follows: (i) the amount of the total income of such persons and families available for housing needs, (ii) the size of the family, (iii) the cost and condition of housing facilities available, (iv) the ability of such persons and families to compete successfully in the normal private housing market and to pay the amounts at which private enterprise is providing sanitary, decent and safe housing, and (v) if appropriate, standards established for various federal programs determining eligibility based on income of such persons and families. Va. Code § 36-55.26. 3 Page 6 of 423 Charter also requires Charlottesville to use the Virginia Housing Development Authority’s (VHDA) single-family mortgage loan program income guidelines to determine if a household qualifies as LMI for the programs enabled in the Charter. VHDA’s loan program provides affordable mortgages for first-time homebuyers.19 Borrowers qualify for VHDA’s program if their income and the value of their loan (or value of the home being purchased) fall below a certain threshold. Income and loan limits vary based on the number of people in the household (2 or fewer versus 3 or more) and the location of the home. For Charlottesville, the income limit for a 1-2 person household is $90,000, and the limit for a household of 3 or more people is $105,000.20 These income guidelines are binding for the VHDA mortgage program, and the Charter states that the city “shall” apply these guidelines to determine which households qualify as LMI. Though the VHDA mortgage program also has limits on the size of the loan available to a borrower, only the income limitation is specified as a criteria in the Charlottesville City Charter. D. OTHER SOURCES OF AUTHORITY THAT CHARLOTTESVILLE COULD USE FOR RELIEF In addition to the City’s powers to grant tax exemptions and deferrals, we explored two other domains of local authority that Charlottesville could draw upon to grant residents property tax relief: social services and housing and community development. This section summarizes our findings. 1. SOCIAL SERVICES The role of local social services boards is geared toward providing assistance in the traditional domains of social services.21 However, Virginia Code § 63.2-314 allows a locality to make grants to its local board of social services, which in turn can make grants “for the purpose of aiding needy people” in the locality.22 The local board has discretion to set program participation requirements, and is not restricted by the criteria the state uses for its public assistance programs. Therefore, this provision gives Charlottesville broad latitude to establish grant programs that can aid residents who are having difficulty meeting their property tax burden, provided the programs are administered by the local board of social services.23 19 Virginia Housing, Home Loan Options (booklet available through https://www.virginiahousing.com/homebuyers/home- loans) 20 Virginia Housing, Income And Sales Price / Loan Limits, https://www.virginiahousing.com/loanlimits . The income limitations for VHDA mortgages are set by the agency’s executive director, taking into account considerations specified in 13 VAC 10-40-100, with the goal of efficiently and effectively allocating VDHA’s resources. Considerations include VDHA’s anticipated resources, anticipated demand for mortgages, and prevailing mortgage terms available to potential applicants. The executive director is required to inform originating lenders of the income guidelines “from time to time,” and has discretion to implement changes to the guidelines “on such date as he shall deem necessary or appropriate to best accomplish the purposes of the program.” 21 Social services, in turn, are defined as: “foster care, adoption, adoption assistance, child-protective services, domestic violence services, or any other services program implemented in accordance with regulations adopted by the Board. Social services also include [certain] adult services… and adult protective services.” Va. Code § 63.2-100. 22 Va. Code § 63.2-314; see also 1973 Va. Atty. Gen. Op. 417. 23 Charlottesville has designated the City’s director of social services as the local board of social services, as permitted by Virginia Code § 63.2-304. Charlottesville City Code § 25-28. It is the local board (consisting of one person), and not the City’s advisory board for social services, that has the authority to administer programs under § 63.2-304. 4 Page 7 of 423 2. HOUSING AND COMMUNITY DEVELOPMENT The Board of Housing and Community Development, a state policy board, promulgates regulations related to housing, community development, building safety, and fire prevention.24 BHCD regulations are contained in Title 13, Agency 5 of the VA Administrative Code. Most of their regulations govern housing safety and building codes, but some relate to tax credits and affordability, outlined below.25 None of the tax credits are applied directly to property taxes. 1. Virginia Housing Opportunity Credit: A tax credit for homeowners providing low-income housing. Your building must have been put into service in Virginia on or after January 1, 2021, and it must meet the definition of low-income housing provided in §42(c) of the Internal Revenue Code.26 You get: A tax credit equal to the amount of the federal low-income housing tax credit Virginia Housing allows for the project. Virginia Housing can issue no more than $15 million in Housing Opportunity Credits per year. You can use this credit against: Individual income tax, Fiduciary income tax, Corporation income tax, Bank franchise tax, Insurance premiums license tax. 2. Livable Home Tax Credit: A tax credit for Virginians who purchase or build a new accessible residence; or retrofit an existing residence with accessibility features. Amount: $5,000 for the purchase of a new accessible residence; or 50% of the cost of retrofitting an existing residence, not to exceed $5,000.27 3. Communities of Opportunity Tax Credit: Landlords with units participating in the Housing Choice Voucher program are eligible for a tax credit. However, under state code, the housing must be in: the Richmond Metropolitan Statistical Area, (ii) the Washington-Arlington-Alexandria Metropolitan Statistical Area, or (iii) the Virginia Beach-Norfolk-Newport News Metropolitan Statistical Area.28 Charlottesville could potentially access this credit if the GA altered the state code, which is expanded on in Section IV, Proposals for Action. 4. There are additional tax credit programs that would likely not be relevant to this project. The Enterprise Zone Act Credit applies to business grants signed before 2005. The Historic Rehabilitation credit covers a portion of rehabilitation costs if one is restoring a historic home. Lastly, the Neighborhood Assistance Credit applies to individuals who donate items, funds, or services to approved nonprofits.29 24 https://www.virginia.gov/agencies/department-of-housing-and-community-development/#vagov-about 25 https://law.lis.virginia.gov/admincode/title13/agency5/ 26https://www.tax.virginia.gov/housing-and-community-development-tax-credits#virginia-housing-opportunity-credit 27 Id. 28 Virginia Code 58.1-438 29https://www.tax.virginia.gov/housing-and-community-development-tax-credits#virginia-housing-opportunity-credit 5 Page 8 of 423 III. CURRENT CHARLOTTESVILLE PROGRAMS Pursuant to this authority, Charlottesville has created a number of tax relief and deferral programs for homeowners and renters in the city. The Commission of the Revenue administers these programs, which are summarized below. 1. Real Estate Tax Relief (RETR): Real estate tax exemptions for elderly and disabled homeowners under authority derived from Va Code 58.1-3210 and established in Charlottesville City Code Article IV.30 In order to qualify, (1) the head of household occupying the dwelling and owning title, must be sixty-five years or older or permanently disabled on December 31 of the year immediately preceding the taxable year.31 (2) Gross combined income (from all sources living in the dwelling) has a cap of $50,000 (first $7,500 of income for disabled resident is exempt, first $8,500 from other non-spousal residents is exempt)32 [Note: the table of values goes to $55k33, but the code says $50k].34 (3) Inhabitants must have a net combined financial worth of $125,000 (excluding dwelling). The resident receives the exemption when the City Treasurer deducts the amount of the exemption from the applicant’s tax bill.35 In 2021, the City spent $582,153 on the program.36 2. Charlottesville Housing Affordability Program (CHAP): A program intended to provide assistance to homeowners who may not otherwise qualify for the City’s elderly and disabled tax relief programs.37 CHAP provides grants to low- and moderate-income households to “offset the financial hardships faced by many homeowners due to rising real estate assessments.” Depending upon the participant’s Federal Adjusted Gross Income, the grant may be $500, $750, $1,000, or a full property tax abatement with an income cap of $55,000 per household. 3. Rental Relief for the Elderly and Disabled: Grants to low-and-moderate-income people who are elderly or disabled to subsidize rent payments, if the tenants are deemed to bear an extraordinary burden.38 In order to qualify, a tenant's gross combined income (from all sources living in the dwelling) must be less than $50,000 (first $7,500 of income for disabled residents is exempt, first $8,500 from other non-spousal residents is exempt) and net combined financial 30 Charlottesville City Code, Article IV 31 Id. 32 Id 33 Charlottesville City Code, Sec. 30-101 34 Id. (The $50,000 income cap in the code may be out of date, and we recommend updating it to $55,000) 35 From a Zoom interview with Todd Divers 36https://www.charlottesville.gov/DocumentCenter/View/7485/FY-2022-23-City-Managers-Proposed-Budget-PDF?bidId=, Page G-6 37 https://www.charlottesville.gov/DocumentCenter/View/203/Charlottesville-Housing-Affordability- Program-Application-PDF 38 Charlottesville City Code, 25-58 - 25-61 6 Page 9 of 423 worth must not exceed $125,000.39 The City Treasurer pays grants to applicants. Amounts paid are: the lesser of $1500 or 25% of the amount determined by subtracting 24% of gross combined income from the lesser of: the actual amount of rent paid; or $12,000.40 IV. PROPOSALS FOR ACTION Based on the current authorities and limitations that Charlottesville is subject to with regard to providing relief from property taxes to homeowners, we have divided our recommendations into three groups: short-term recommendations (that can be carried out by the City within its current authority), medium-term recommendations (that require a change to the Virginia Code), and long-term recommendations (that require a change to the Virginia Constitution. A. SHORT TERM RECOMMENDATIONS 1. CHANGE THE CRITERIA FOR CHARLOTTESVILLE’S CURRENT PROGRAMS (a) Raise income limits. The income caps on Charlottesville’s current programs are lower than they could be. Though authority for the programs stems from different statutes, each statute allows the City or its agencies room to alter the program eligibility criteria. The City could choose to harmonize the income limits across programs, or tailor each program to the needs of the target population. RETR: The income cap on the RETR program is likely a legacy issue from when the program was subject to limitations set at the state level, discussed above. Under Va. Code § 58.1-3212, a locality has discretion to establish limitations, like an income cap, on the program. CHAP: The provision that provides authority for CHAP, § 63.2-314, explicitly states that local boards of social services can use more expansive criteria than the eligibility requirements for the state’s public assistance programs. Therefore, Charlottesville’s local board is not limited in the discretion it has to set, change, or eliminate limitations on income and net worth for program applicants. Rent Relief: To the extent that Charlottesville’s Rent Relief program is conducted under the City’s powers granted in § 50.7 of the City Charter, Charlottesville must apply the VHDA’s mortgage program income guidelines to determine what households qualify as LMI. Charlottesville’s programs have caps well below the VHDA’s income guidelines for the area, so there is room for the City to raise the income caps. Alternatively, if the City operated the Rent Relief program under § 63.2-314 with the required administration by the board of social services, then the board would not be subject to the VHDA guidelines and would instead have discretion to set, change, or eliminate limitations on income and net worth for program applicants. 39 Id 40 Charlottesville City Code, 25-61 7 Page 10 of 423 Appendix 1 contains a table summarizing the program requirements and amounts of relief provided by Virginia localities through programs comparable to RETR and Rent Relief. Program Income Cap Real Estate Tax Relief (RETR) $50,000 per household Rental Relief $50,000 per household Charlottesville Housing Affordability Program (CHAP) $55,000 per household VDHA’s income cap for Charlottesville $90,000 (1-2 person household) $105,000 (3+ person household) (b) Amend or Remove CHAP’s home value limitation. Charlottesville currently limits participation in the CHAP program to homeowners whose home has an assessed value of $375,000 or less.41 This asset valuation cap was likely adopted to mirror the loan limits of the VHDA mortgage program. However, we have found no statutory basis for applying an asset limitation to the CHAP program. The provision that appears to authorize CHAP, § 63.2-314, explicitly states that local boards of social services can use more expansive criteria than the eligibility requirements for the state’s public assistance programs. Therefore, Charlottesville could consider raising or removing the limitation to expand eligible program participants. (c) Expand Rental Relief. Rental relief does not directly affect a homeowners property tax burden. However, we postulate that if a landlord increased rents in response to increasing assessments and tax rates, Rental Relief could help absorb the cost of the rent increase, allowing a tenant to remain in the home when they might not otherwise be able to. Charlottesville limits its Rental Relief program to elderly and disabled residents.42 However, the City Charter gives Charlottesville the power to award grants to reduce rent burdens to LMI households, as well, subject to the VHDA income limitations.43 Charlottesville could consider expanding Rental Relief to include LMI households. 41 Charlottesville, Real Estate Tax Relief: Charlottesville Housing Affordability Program (CHAP), https://www.charlottesville.gov/1513/Real-Estate-Tax-Relief (last accessed Apr. 1, 2022). 42 City Code of Charlottesville Sec. 25-58(2). 43 Charlottesville City Charter Sec. 50.7. 8 Page 11 of 423 2. ELIMINATE THE NET WORTH REQUIREMENT ON THE RETR PROGRAM Charlottesville’s Commissioner of the Revenue has already proposed removing the net worth limitation on RETR, which restricts the program to households with a net worth of $125,000 or less, excluding the value of the dwelling itself. Like the income cap on RETR, this net worth cap may be a legacy of the state statute that placed more limitations on locality exemptions prior to 2011.44 Presently, localities have discretion to set net worth limitations for their property tax exemption programs for elderly and disabled individuals,45 meaning that the RETR net worth cap could be raised or eliminated. Eliminating the net worth cap could expand the reach of the program while also making the program easier to administer. The Commissioner of the Revenue reports that reviewing documentation to validate the net worth limitation is time consuming for the Commissioner's staff.46 In addition, the Commissioner noted that residents are often confused about what documentation is needed for their application. Lastly, maintaining a net worth limitation on the RETR program, when a similar limitation is not placed on the City’s CHAP program raises issues of fairness. 3. AMEND THE CHARLOTTESVILLE ORDINANCE ESTABLISHING RETR Currently, the text of the ordinance outlining the RETR program lists the maximum income for program participants as $50,000 per year.47 However, tables showing the benefit for the program display a maximum income of $55,000, as does guidance from the City.48 To avoid confusion and ensure that the program is administered in compliance with City law, we recommend amending the ordinance so that the income cap is consistent throughout. Text of City Code of Charlottesville Sec. 30-98, showing income limit of $50,000 for RETR. 44 Va. Code § 58.1-3211 (repealed 2011). 45 Va. Code § 58.1-3212. 46 Interview with Todd Divers. 47 City Code of Charlottesville Sec. 30-98(5). 48 See, e.g., Charlottesville, Real Estate Tax Relief for the Elderly and Disabled, https://www.charlottesville.gov/DocumentCenter/View/226/Real-Estate-Tax-Relief-for-the-Elderly-and-Disabled- Qualifications-PDF. 9 Page 12 of 423 Text of City Code of Charlottesville Sec. 30-101, showing income limit of $55,000 for RETR. 4. CONSIDER A PROPERTY TAX DEFERRAL PROGRAM Property taxes increase when the assessed value of a property increases, or when tax rates are increased. For households with a fixed or limited income, this can make a tax burden unaffordable, even if they were able to pay taxes in the past. In the short run, it is hard for the homeowner to pay property tax. However, they own an asset that is gaining value, and although they cannot access that value at present, when the time comes to sell the home, the homeowner (or their estate) will have increased liquidity than can cover deferred tax amounts.49 Charlottesville has several sources of authority to draw on in offering property tax deferrals. The City may offer deferrals instead of, or in addition, to property tax exemptions elderly and disabled homeowners,50 and can offer deferrals to any homeowner of taxes in excess of 105 percent of the homeowner’s prior year tax burden. In addition, the City Charter gives Charlottesville special permissions to grant property tax deferrals to LMI households, without a restriction on the portion of tax that can be deferred.51 Charlottesville could establish a tax deferral program under one or more of these authorities to reach homeowners not currently served by existing programs. Deferrals do have some drawbacks. A deferral acts as a lien on the property, which some homeowners may wish to avoid. Localities rarely use the deferral authority, mainly due to concerns about administrability.52 According to the Weldon Cooper Center, as of 2018, the cities of Alexandria, Falls Church, and Fairfax and the counties of Fairfax and Henrico had considered, but not adopted, deferral programs. Loudoun County had a deferral program in the 1990s but canceled it because the effort to collect deferred taxes exceeded the benefit to homeowners. Charlottesville’s Commissioner of 49 Va. Code 58.1-3210. 50 Va. Code 58.1-3291. 51 Charlottesville City Charter Sec. 50.7(a). 52 https://ceps.coopercenter.org/sites/ceps/files/2018_VALocalTaxRatesBook.pdf page 8 10 Page 13 of 423 the Revenue has echoed these administrability concerns,53 possibly making it necessary to add staff to the Commissioner of the Revenue’s Office to support the establishment of a deferral program. Finally, the deferral authority in Va. Code 58.1-3291 in particular is limited–it defers only the amount of tax due that exceeds the prior year’s burden by more than 5 percent, offering only temporary relief to a homeowner. Still, this could ease the burden for a homeowner experiencing an unexpectedly large increase in their real estate tax liability (perhaps due to the combination of a simultaneous rate increase and assessed value increase). 5. CONDUCT MORE OUTREACH ON OPPORTUNITIES AVAILABLE TO CHARLOTTESVILLE PROPERTY OWNERS There are several programs at the state level that could have incremental benefits for homeowners, renters, or landlords of low-income housing. For example, Virginia created a new program in 2021–the Housing Opportunity Credit–that provides a state income tax credit to owners of buildings that become low-income housing on or after January 1, 2021.54 Charlottesville could create a central information repository that catalogs all available programs and how they may interact with one another. The vibrant community of affordable housing champions in the City should be consulted to ensure the information is accessible and understandable. B. MEDIUM TERM RECOMMENDATIONS 1 INCLUDE CHARLOTTESVILLE IN THE LOCALITIES COVERED BY THE COMMUNITIES OF OPPORTUNITY TAX CREDIT The Virginia State Code includes a provision allowing landlords in the Housing Choice Voucher Program to apply for a tax credit, but only in particular localities.55 Charlottesville does participate in the Housing Choice Voucher Program,56 but is not included in the list of localities in the state code. Charlottesville could work with the General Assembly to add Charlottesville to the list. The advantage of this change is that it would not require the City to alter their current voucher program in order for landlords to be eligible to apply for the credit. 53 Interview with Todd Divers. 54 Va. Code § 58.1-439.29 et seq. 55 VA Code § 58.1-439 56 https://www.cvillerha.com/section-8-hcv-program/ 11 Page 14 of 423 C. LONG TERM RECOMMENDATIONS 1. AMEND THE STATE CONSTITUTION The state constitution allows property tax exemptions for the elderly and disabled, but no one else, and disallows the General Assembly from expanding this list.57 From talking with Dick Howard, one of the drafters of the modified constitution, the purpose of including the restriction in the constitution was to protect cities from a flood of exemption requests potentially undermining their budgets. When they wrote the constitution, the drafters attempted to find a way to do without the list of exemptions, but it got too complicated and they “threw up their hands.” It may be worth revisiting now to allow localities control over their property tax exemptions. V. CONCLUSION While the City of Charlottesville is restricted in part by the state constitution’s parameters and Virginia’s status as a Dillon Rule state, it still can expand its current slate of property tax exemptions; both in the immediate future and in the long term. First, the City can alter the eligibility requirements and income caps for RETR, CHAP, and Rent Relief based on each program’s authorizing statute. In all three cases, there are either no caps on the parameters a locality can set, or Charlottesville has not reached the caps set by the authorizing statute. Second, the City could work with the General Assembly to modify the state code to include Charlottesville in the list of cities covered by the Communities of Opportunity Tax Credit. Lastly, the City could work to amend the state constitution to expand the list of allowable exemptions, or to remove the restrictions on exemptions altogether. 57 Virginia Constitution, Article X, Sec. 6 12 Page 15 of 423 APPENDIX I The following pages contain Table 3.1: Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 and Table 3.2: Real Property Renter Tax Relief Plans for the Elderly and Disabled, 2018 from the Weldon Cooper Center’s annual report on Local Tax Rates in Virginia. The Tables are from the 2018 report, which is the most recent version that is free to the public. The tables provide a comprehensive snapshot of the limits that localities put on their tax relief programs for elderly and disabled residents. 13 Page 16 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Cities (Note: All cities responded to the survey. Those that answered “not applicable” for all items in this table are excluded.) Alexandria $72,000 (deferral); $430,000 Income Exemption $72,000 (exemption) excludes 2 acres $0 - 40,000 100% 40,001 - 55,000 50% 50,001 - 72,000 25% Remaining balance may be deferred at 5% interest. Bristol $24,000 $40,000 Flat $200 relief to all qualified householders. excludes 1 acre Buena Vista $25,000; $65,000 Income Exemption no exemptions excludes 5 acres $0 - 6,000 80% 6,001 - 12,000 60% 12,001 - 18,000 40% 18,001 - 25,000 20% Charlottesville $50,000 $125,000 Net Worth excludes 10 acres $0- 25,001- 50,001- 75,001- 100,001- Income 25,000 50,000 75,000 100,000 125,000 $0 - 12,500 100% 80% 60% 40% 20% 12,501 - 25,000 80% 64% 48% 32% 16% 25,001 - 37,500 60% 48% 36% 24% 12% 37,501 - 50,000 40% 32% 24% 16% 8% Chesapeake $62,000 income; $350,000 Income Exemption Income Exemption $10,000 for excludes 3 acres $0 - 22,000 100% $28,001 - 29,500 50% non-spousal relative 22,001 - 23,500 90% 29,501 - 31,000 40% or disabled 23,501 - 25,000 80% 31,001 - 33,500 30% is excluded 25,001 - 26,500 70% 33,501 - 36,500 20% 26,501 - 28,000 60% 36,501 - 44,000 10% 44,001 - 62,000 are eligible for a frozen assessment Colonial Heights $40,000 $80,000 Income Exemption Income Exemption excludes 1 acre $0 - 22,800 100% $30,001 - 31,800 50% 22,801 - 24,600 90% 31,801 - 33,600 40% 24,601 - 26,400 80% 33,601 - 35,400 30% 26,401 - 28,200 70% 35,401 - 37,200 20% 28,201 - 30,000 60% 37,201 - 40,000 10% Maximum exemption $1,600. Covington $35,000 $80,000 50% exemption (maximum: $150) excludes 1 acre Danville $20,000 $50,000 Income Exemption $27,500 if disabled excludes 1 acre $0 - 10,000 100% 10,001 - 15,000 50% or 100% deferral plus 5% interest 15,001 - 20,000 100% deferral plus 5% interest Maximum annual exemption and/or deferral on any one property is $700. Fairfax $72,000 $340,000 Income Exemption excludes 1 acre $0 - 42,000 100% 42,001 - 52,000 50% 52,001 - 72,000 25% Tax deferral up to 100% Tax freeze available based on income table. Falls Church $75,050 $540,000 excludes 1 acre Size of Family Household 1 member 2 members 3 members 4 members Relief Amount $0 - 23,200 $0 - 26,500 $0 - 29,800 $0 - 33,100 $4,000 23,201 - 38,650 26,501 - 44,150 29,801 - 49,650 33,101 – 55,150 $3,000 38,651 - 52,550 44,151 - 60,050 49,651 - 67,550 55,151 – 75,050 $1,000 Real Property Tax Relief Plans 35 Page 17 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Cities (continued) Franklin $30,000 $60,000 Income Exemption Income Exemption excludes 1 acre $0 - 12,000 100% $16,001 - 17,000 50% 12,001 - 13,000 90% 17,001 - 18,000 40% 13,001 - 14,000 80% 18,001 - 19,000 30% 14,001 - 15,000 70% 19,001 - 20,000 20% 15,001 - 16,000 60% 20,001 - 30,000 10% Fredericksburg $50,000 $200,000 Income Exemption excludes 1 acre $0 - 30,000 100% 30,001 - 40,000 80% 40,001 - 50,000 60% (Maximum: $1,500) Any taxes over exempt amount may be deferred. Galax $23,000 $75,000 All income up to $23,000 qualifies for $200 relief excludes 1 acre Hampton $50,000 $200,000 Income Exemption excludes 10 acres $0 - 25,000 100% 25,001 - 27,000 75% 27,001 - 29,000 50% 29,001 - 31,000 25% 31,001 - 50,000 may freeze or defer tax payment. Harrisonburg $30,000 $75,000 Income Exemption Income Exemption excludes 1 acre $0 - 15,000 80% $20,001 - 25,000 40% 15,001 - 20,000 60% 25,001 - 30,000 20% (Maximum: $1,000) Hopewell $32,500; $100,000 Income Exemption $4,000 exemption for excludes 1 acre $0 - 18,500 100% each non-spousal relative 18,501 - 32,500 50% (Maximum: $850) Lexington $30,000; first $6,000 $70,000 Income Exemption exempt for each excludes 1 acre $0 - 12,000 80% non-spousal relative 12,001 - 18,000 60% 18,001 - 24,000 40% 24,001 - 30,000 20% Lynchburg $32,500 $60,000 excludes 1 acre % Poverty % Relief Class 1 Class 2 Class 3 Class 4 150 100 $0 - 17,820 $0 - 24,030 $0 - 24,030 $0 -30,240 151-175 100 17,820 - 20,790 24,030 - 28,035 24,030 - 28,035 30,240 – 32,500 176-200 100 20,790 - 23,760 28,035 - 32,040 28,035 - 32,040 N/A 201-225 100 23,760 - 26,730 32,040 - 32,500 32,040 - 32,500 N/A 226-250 100 26,730 - 29,700 N/A N/A N/A 251-275 100 29,700 - 32,500 N/A N/A N/A Class 1: applicant (poverty income $11,880) Class 2: applicant + spouse (poverty income $16,020) Class 3: applicant + relative (poverty income $20,160) Class 4: applicant + spouse + relative (poverty income $24,300) Manassas $72,995 $340,000 Income Exemption excludes 1 acre $0 - 26,500 100% 26,501 - 56,150 100% up to $3,400 relief 56,151 - 64,573 25% up to $850 relief 64,574 - 72,995 15% up to $510 relief 72,996 and over 0% no relief Manassas Park $60,000 $150,000 Income Exemption excludes 1 acre $0 - 50,000 100% 50,001 - 60,000 50% Martinsville $27,500 $65,000 Income Exemption Income Exemption excludes 1 acre $0 - 12,500 100% $19,151 - 20,825 50% 12,501 - 14,150 90% 20,826 - 22,500 40% 14,151 - 15,825 80% 22,501 - 24,150 30% 15,826 - 17,500 70% 24,151 - 25,825 20% 17,501 - 19,150 60% 25,826 - 27,500 10% (Maximum: $400) N/A Not applicable 36 Tax Rates 2018 Page 18 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Cities (continued) Newport News H.U.D. $200,000 Deferral to 100% income limits or $50,000 Norfolk $67,000 $350,000 Income Exemption $0 - 28,611 100% 28,612 - 36,958 80% 36,959 - 45,306 60% 45,307 - 53,653 40% 53,654 - 67,000 20% Norton $15,000 $25,000 100% exemption (maximum: $100). excludes 1 acre Petersburg $35,000; $70,000 100% exemption (to $1,200) for $0 to $25,000. first $4,000 exempt excludes 1 acre 50% exemption (to $1,200) for $25,001 to $35,000. for each non-spousal relative. The income of applicant, spouse, and all relatives is combined into one total, then the first $4,000 is exempt for each relative. The remaining income is considered the applicant's. Poquoson $48,600 $200,000 Income Exemption excludes 1 acre $0 - 25,000 100% 25,001 - 33,000 75% 33,001 - 41,000 50% 41,001 - 48,600 25% Portsmouth $50,000 $175,000 Income Exemption Income Exemption excludes 1 acre $0 - 21,000 100% $25,001 - 26,000 50% 21,001 - 22,000 90% 26,001 - 27,000 40% 22,001 - 23,000 80% 27,001 - 28,000 30% 23,001 - 24,000 70% 28,001 - 29,000 20% 24,001 - 25,000 60% 29,001 - 30,000 10% Income above $30,000 is eligible for freeze. Radford $24,000; $180,000a 100% exemption. $6,500 exempt excludes 1 acre for non-spousal relative Richmond $50,000 $200,000 excludes 1 acre Net Worth $0- 19,001- 37,001- 55,001- 100,001- 150,001- Income 19,000 37,000 55,000 100,000 150,000 200,000 $0 - 9,000 100% 100% 90% 80% 75% 70% 9,001 - 12,000 100% 100% 84% 71% 65% 60% 12,001 - 16,000 89% 80% 71% 62% 57% 50% 16,001 - 20,000 59% 50% 41% 33% 31% 30% 20,001 - 30,000 40% 35% 31% 27% 26% 25% 30,001 - 40,000 30% 25% 21% 16% 15% 15% 40,001 - 50,000 26% 22% 18% 14% 12% 10% Roanoke $42,000 $160,000 Elderly exemption is the amount by which the property tax for the year excludes 1 acre exceeds that for the year in which the owner qualifies. For the permanently and totally disabled, exemption is the amount by which the property tax for the year exceeds that for the year in which the owner qualifies. Salem $50,000 $100,000 Exemption is the amount by which the property tax exceeds the excludes 1 acre tax for the year in which the owner became 65. The same tax exemptions for persons determined to be permanently and totally disabled are granted whether they have reached the age of 65 or not.b Staunton $30,000 $62,500 excludes 1 acre Net Worth $0- 25,001- 31,251- 37,501- 43,751- 50,001- 56,521- Income 25,000 31,250 37,500 43,750 50,000 56,520 62,500 $0 - 18,000 100% 90% 80% 70% 60% 50% 45% 18,001 - 21,000 85% 75% 65% 55% 50% 45% 40% 21,001 - 24,000 70% 60% 55% 50% 45% 40% 35% 24,001 - 27,000 50% 45% 40% 35% 30% 25% 20% 27,001 - 30,000 35% 30% 25% 20% 15% 10% 5% a The city of Radford includes value up to $180,000 if house is included. Otherwise, the net worth limit is $70,000. b In the city of Salem, the head of the household occupying the dwelling and owning title, or partial title, or deeded life estate, must be 65 years or older on December 31st of the year immediately preceding the taxable year. Real Property Tax Relief Plans 37 Page 19 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Cities (continued) Suffolk $57,150; $256,135 Income Exemption first $10,000 exempt excludes 10 acres $0 - 43,703 100% for non-spousal relative 43,704 - 50,427 50% 50,428 - 57,150 25% Modified every January 1st based on Consumer Price Index. Modification not to exceed 3.5% annually. Virginia Beach $70,137; $350,000 Income Exemption first $10,000 exempt excludes 10 acres $0 - 41,966 100% for relative 39,966 - 45,222 80% 45,222 - 48,474 60% 48,474 - 51,734 40% 51,734 - 54,989 20% 54,989 - 70,137 Tax freeze Waynesboro $30,000 $62,500 excludes 1 acre Net Worth $0- 25,001- 31,251- 37,501- 43,751- 50,001- 56,251- Income 25,000 31,250 37,500 43,750 50,000 56,250 62,500 $0 - 18,000 90% 85% 75% 65% 55% 50% 45% 18,001 - 21,000 85% 75% 65% 55% 50% 45% 40% 21,001 - 24,000 70% 60% 55% 50% 45% 40% 35% 24,001 - 27,000 50% 45% 40% 35% 30% 25% 20% 27,001 - 30,000 35% 30% 25% 20% 15% 10% 5% Williamsburg N/A N/A 100% deferral Winchester $40,000; $75,000 Income Exemption Income Exemption less $6,500 of income excludes 1 acre $0 - 25,000 100% $30,001 - 35,000 50% of each non-spousal relative 25,001 - 30,000 75% 35,001 - 40,000 25% (Maximum: $1,500) Counties (Note: All counties responded to the survey. Those that answered “not applicable” for all items in this table are excluded.) Accomack $28,000; $80,000 Income Exemption first $6,500 exempt excludes 1 acre $0 - 15,000 100% for each non-spousal relative 15,001 - 28,000 50% (Maximum: $500) Albemarle $69,452 $200,000 Net Worth excludes 10 acres $0- 100,001- 150,001- Income 100,000 150,000 200,000 $0 - 30,000 100% 90% 80% 30,001 - 50,000 70% 60% 50% 50,001 - 69,452 40% 30% 20% Alleghany $35,000; $100,000 Income Exemption first $6,500 exempt excludes 1 acr $0 - 25,000 100% for each non-spousal relative 25,001 - 30,000 75% 30,001 - 35,000 50% Amelia $30,000; first $100,000 Those certified as disabled can apply with the same $6,500 exempt for excludes 1 acre gross income and net worth requirement. each non-spousal relative Amherst $50,000; $150,000 Net Worth first $6,500 exempt excludes 1 acre $0- 110,001- 120,001- 130,001- 140,001- for each non-spousal relative Income 110,000 120,000 130,000 140,000 150,000 $0 - 20,000 100% 95% 90% 85% 80% 20,001 - 30,000 75% 70% 65% 60% 55% 30,001 - 40,000 50% 45% 40% 35% 30% 40,001 - 50,000 25% 20% 15% 10% 5% (maximum abatement is $600 per year.) Appomattox $20,000; $100,000 Income Exemption Income Exemption first $6,500 exempt excludes 1 acre $0 - 8,300 80% $13,311 - 14,980 60% for each non-spousal relative 8,301 - 9,970 75% 14,981 - 16,650 55% 9,971 - 11,640 70% 16,651 - 18,320 50% 11,641 - 13,310 65% 18,321 - 20,000 40% (maximum exemption $350) N/A Not applicable 38 Tax Rates 2018 Page 20 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Counties (continued) Arlington $77,407 $340,000 Income Exemption $0 - 41,080 100% 41,081 - 51,560 50% exemption balance deferred 51,561 - 77,407 25% exemption balance deferred Augusta $40,000 $100,000 excludes 5 acres Net Worth $0- 25,001- 50,001- 60,001- 70,001- 80,001- 90,001- Income 25,000 50,000 60,000 70,000 80,000 90,000 100,000 $0 - 20,000 100% 90% 80% 70% 60% 50% 40% 20,001 - 24,000 90% 80% 70% 60% 50% 40% 30% 24,001 - 28,000 80% 70% 60% 50% 40% 30% 20% 28,001 - 30,000 70% 60% 50% 40% 30% 20% 10% 30,001 - 32,000 60% 50% 40% 30% 20% 10% ... 32,001 - 34,000 50% 40% 30% 20% 10% ... ... 34,001 - 36,000 40% 30% 20% 10% ... ... ... 36,001 - 38,000 30% 20% 10% ... ... ... ... 38,001 - 40,000 20% 10% ... ... ... ... ... Bath $50,000 $200,000 Net Worth excludes 10 acres $0 - 33,501- 66,801- 100,101- 133,401- 166,701- Income 33,500 66,800 100,100 133,400 166,700 200,000 $0 - 10,000 100% 90% 80% 70% 60% 50% 10,001 - 20,000 90% 80% 70% 60% 50% 40% 20,001 - 30,000 80% 70% 60% 50% 40% 30% 30,001 - 40,000 70% 60% 50% 40% 30% 20% 40,001 - 50,000 60% 50% 40% 30% 20% 10% Bedford $37,500 $100,000 85% of total tax with maximum of $1,000 or excludes 1 acre $500 minimum relief Bland $25,000; $75,000 100% exemption (maximum: $200). first $5,000 exempt excludes 1 acre for non-spousal relatives Botetourt $50,000; $185,000 Income Exemption first $8,500 exempt excludes $0 - 27,500 90% for non-spousal relatives 2 acres 27,501 - 35,000 70% 35,001 - 42,500 50% 42,501 - 50,000 40% Buchanan $25,000; $50,000 $125 exemption or amount of tax liability up to $125. first $5,000 exempt excludes 1 acre for non-spousal relatives Buckingham $35,000 $80,000 If values or tax rates are increased, the tax for eligible citizens excludes is frozen at the current amount of taxes. 10 acres Campbell $36,000; $82,000 Income Exemption first $10,000 exempt excludes 1 acre $0 - 27,000 100% for non-spousal relatives 27,001 - 31,000 75% 31,001 - 36,000 50% (maximum: $600) Caroline $40,000; $85,000 Net Worth first $6,500 exempt excludes 10 acres $0- 45,001- for non-spousal relatives Income 45,000 85,000 $0 -12,000 95% 80% 12,001 - 22,000 75% 60% 22,001 - 30,000 55% 40% 30,001 - 40,000 35% 20% Carroll $30,000; $100,000 100% of tax on house and one acre of land upon which first $6,000 exempt excludes 1 acre it is situated (maximum: $250). for non-spousal relatives Charles City $50,000; $150,000 Income Exemption first $10,000 exempt for excludes 5 acres $0 - 20,000 100% disabled applicant 20,001 - 30,000 75% 30,001 - 40,000 50% 40,001 - 50,000 25% (maximum: $1,000) Real Property Tax Relief Plans 39 Page 21 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Counties (continued) Chesterfield $52,000; $350,000 Income Exemption first $10,000 exempt excludes 10 acres $0 - 27,200 100% for non-spousal relatives 27,201 - 39,000 60% 39,001 - 52,000 35% Clarke $55,000; $250,000 Income Exemption Income Exemption first $8,000 is exempt excludes 1 acre $0 - 20,000 100% $35,001 - 55,000 10% for non-spousal relatives 20,001 - 25,000 80% over 55,000 0% 25,001 - 30,000 60% 30,001 - 35,000 50% Craig $30,000 $90,000 Persons qualifying for this exemption shall be exempt from excludes 1 acre the amount of the taxes assessed against such property in an amount not to exceed $200 Culpeper $50,000; $200,000 Net Worth first $6,500 exempt excludes 10 acres $0- 50,001- 100,001- 150,001- for non-spousal relatives Income 50,000 100,000 150,000 200,000 $0 - 20,000 100% 80% 60% 40% 20,001 - 30,000 70% 50% 40% 30% 30,001 - 40,000 50% 35% 20% 15% 40,001 - 50,000 30% 25% 15% 10% Cumberland $22,000 $100,000 Maximum exemption $400 excludes 1 acre Dickenson N/A N/A $150 exemption. excludes 1 acre Dinwiddie $35,000; $100,000 Income Exemption first $5,000 exempt excludes 5 acres $0 - 35,000 100% for non-spousal relatives Essex $27,500 $100,000 Income Exemption excludes 1 acre $0 - 16,000 100% 16,001 - 20,000 80% 20,001 - 23,500 60% 23,501 - 27,500 40% (Maximum: $750 - Must be 65 years old or permanently and totally disabled.) Fairfax $72,000; $340,000 Income Exemption first $6,500 exempt excludes 1 acre $0 - 52,000 100% for non-spousal relatives 52,001 - 62,000 50% 62,001 - 72,000 25% Fauquier $58,000; $440,000 On house and up to five acres, 100% exemption. first $10,000 exempt excludes 5 acres for non-spousal relatives Floyd $20,650; $75,000 Subject to restrictions and conditions the article provides. first $6,000 exempt excludes 1 acre Exemption up to $200 for non-spousal relatives Fluvanna $50,000; $160,000 Net Worth first $12,500 exempt excludes 5 acres $0-40,001- 80,001- 120,001- for non-spousal relatives Income 40,000 80,000 120,000 160,000 $0 - 12,500 100% 75% 50% 25% 12,501 - 25,000 75% 57% 39% 20% 25,001 - 37,500 50% 39% 27% 15% 37,501 - 50,000 25% 20% 15% 5% Franklin $25,000; $80,000 Net Worth first $3,000 exempt excludes 5 acres $0- 12,001- 25,001- 35,001- 50,001- for non-spousal relatives Income 12,000 25,000 35,000 50,000 80,000 $0 - 9,000 90% 80% 70% 50% 35% 9,001 - 12,000 75% 65% 50% 30% 20% 12,001 - 15,000 65% 55% 40% 20% 10% 15,001 - 18,000 55% 45% 30% 10% 10% 18,001 - 25,000 45% 35% 20% 10% 10% 40 Tax Rates 2018 Page 22 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Counties (continued) Frederick $50,000; $150,000 Income Exemption Income Exemption first $8,500 exempt excludes 1 acre $0 - 20,000 100% $25,001 - 30,000 35% for non-spousal relatives 20,001 - 25,000 60% 30,001 - 50,000 10% Giles $45,000 $65,000 Income Exemption Income Exemption excludes 1 acre $0 - 15,000 80% 25,001 - 35,000 40% 15,001 - 25,000 60% 35,001 - 45,000 20% Gloucester $35,000 $100,000 Income Exemption excludes 10 acres $0 - 20,000 100% of tax due 20,001 - 25,000 $775 max 25,001 - 35,000 $600 max Goochland $67,000; $250,000 100% exemption (maximum: $800). first $10,000 exempt excludes 10 acres for non-spousal relatives Grayson $23,500; $80,500 100% exemption (maximum $225). first $2,500 exempt excludes 1 acre for non-spousal relatives Greene $27,000; $100,000 Income Exemption first $6,500 exempt excludes 5 acres $0 - 10,000 100% for non-spousal relatives 10,001 - 18,000 75% 18,001 - 27,000 55% Greensville $30,000 $75,000 Up to $300 annual tax relief. excludes 1 acre Halifax $22,000 $60,000 Income Exemption excludes 1 acre $0 - 15,000 100% 15,001 - 20,000 75% 20,001 - 22,000 50% (maximum exemption $500) Hanover $50,000; $200,000 Income Exemption first $10,000 exempt excludes 10 acres $0 - 20,000 100% for non-spousal relatives 20,001 - 30,000 75% 30,001 - 40,000 50% 40,001 - 50,000 25% Henrico $67,000; first $10,000 of $350,000 100% relief up to $3,000 each relative excluded excludes 10 acres Henry $17,000 $50,000 Income Exemption Income Exemption excludes 1 acre $0 - 9,000 90% $12,001 - 13,000 50% 9,001 - 9,961 80% 13,001 - 14,000 40% 9,962 - 11,000 70% 14,001 - 15,000 30% 11,001 - 12,000 60% 15,001 - 16,000 20% 16,001 - 17,000 10% (maximum: $300) Isle of Wight $44,800; $187,700 Option to defer or taxpayer may exempt. first $6,500 exempt excludes 1 acre Income Exemption for non-spousal relatives $0 - 26,000 100% 26,001 - 32,300 75% 32,301 - 38,500 50% 38,501 - 44,800 25% (maximum: $1,000) James City $45,000; $200,000 The first $120,000 of assessed value is exempt. first $6,500 exempt excludes 10 acres for non-spousal relatives King and Queen $35,000 $60,000 Up to $500 exemption excludes 2 acres King George $40,000; $60,000 100% exemption. first $1,500 exempt for non-spousal relatives King William $50,000 $100,000 Up to $1,000 of tax relief per year. excludes 5 acres Lancaster $22,700; $100,000 Income Exemption first $5,000 exempt excludes 1 acre $0 - 15,800 100% for non-spousal relatives 15,801 - 17,801 80% 17,801 - 21,501 60% 20,501 - 22,700 40% Real Property Tax Relief Plans 41 Page 23 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Counties (continued) Lee $25,000; $85,000 Income Exemption first $2,000 exempt excludes 1 acre $0 - 17,000 100% for non-spousal relatives 17,001 - 19,500 75% 19,501 - 22,000 50% 22,001 - 25,000 25% (maximum: $200) Loudoun $72,000 $440,000 100% exemption on home and up to three acres of land. excludes 10 acres Louisa $40,000; $100,000 $6,500 exempt for excludes 10 acres Net Worth non-spousal relatives $0- 25,001- 50,001- 75,001- Income 25,000 50,000 75,000 100,000 $0 - 18,000 100% 90% 80% 75% 18,001 - 29,000 90% 80% 70% 70% 29,001 - 40,000 70% 60% 50% 50% Maximum exemption: $1,000 Madison $30,000 $75,000 Taxpayers who qualify for deferral shall be entitled to have excludes 3 acres their total real estate tax remain at the amount of such tax for subsequent years until they no longer qualify for deferral. Mathews $35,000 $100,000 Income Exemption (elderly only) excludes 5 acres $0 - 23,000 100% 23,001 - 27,000 80% 27,001 - 31,000 60% 31,001 - 35,000 40% (maximum: $1,000) Middlesex $27,500; $100,000 Income Exemption first $3,000 exempt excludes 1 acre $0 - 13,000 100% for non-spousal relatives 13,001 - 16,000 80% 16,001 - 19,000 60% 19,001 - 22,000 40% 22,001 - 27,500 20% Montgomery $51,000 $150,000 Income Exemption excludes 1 acre $0 - 32,600 100% 32,601 - 40,800 60% 40,801 - 51,000 40% Deferral up to 100% Nelson $50,000; $100,000. Exemption based on sliding scale on income/net worth. first $3,000 exempt excludes 1 acre other than owner New Kent $50,000 $150,000 Income Exemption excludes 10 acres $0 - 15,000 $800 15,001 - 25,000 650 25,001 - 35,000 500 35,001 - 50,000 350 Northampton $22,000 $80,000 Percentage based on net worth and income. excludes 1 acre Northumberland $20,000 $100,000 Percentage based on net worth and income. excludes 1 acre Maximum of $400. Orange $40,000; $90,000 Net Worth first $7,500 exempt excludes 2 acres $0- 18,001- 36,001- 54,001- 72,001- for non-spousal relatives Income 18,000 36,000 54,000 72,000 90,000 $0 - 15,000 90% 80% 70% 60% 50% 15,001 - 20,500 80% 70% 60% 50% 40% 20,501 - 26,000 70% 60% 50% 40% 30% 26,001 - 31,500 60% 50% 40% 30% 20% 31,501 - 40,000 50% 40% 30% 20% 10% Page $21,500 $114,000 Income Exemption Income Exemption excludes 1 acre $0 - 14,000 100% $16,001 - 17,000 40% 14,001 - 15,000 80% 17,001 - 18,000 30% 15,001 - 16,000 60% 18,001 - 19,000 25% 19,001 - 21,500 20% Patrick $24,000 $100,000 Maximum exemption $300. excludes 1 acre 42 Tax Rates 2018 Page 24 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Counties (continued) Pittsylvania $18,000; $60,000 Percentage relief from 20% to 90% based on first $4,000 exempt excludes 1 acre net worth and income. Maximum exemption is $300. for non-spousal relatives Powhatan $50,000; $200,000 Income up to $50,000 receives exemption of up to $800 off first $7,500 exempt for excludes 1 acre of taxes on one acre and home. disabled only; first $6,500 for non-spousal relatives Prince Edward $22,000 $150,000 Income Exemption excludes 1 acre $0 - 11,000 100% 11,001 - 22,000 50% Prince George $45,000 $120,000 Income Exemption excludes 5 acres $0 - 28,000 100% 28,001 - 45,000 50% Prince William $87,073; $340,000 Income Exemption deduct $7,500 of excludes 25 acres $0 - 60,500 100% disability income; 60,501 - 69,058 75% each relative deducts up 69,059 - 78,065 50% to $10,000 of income 78,066 - 87,073 25% Pulaski $25,000; $55,000 Income Exemption first $2,500 exempt excludes 3 acres $0 - 15,000 80% for non-spousal relatives 15,001 - 18,125 60% 18,126 - 21,250 40% 21,251 - 25,000 20% Rappahannock $31,360 $250,000 100% relief for income under $31,360 and net worth under. excludes 5 acres $250,000. 100% deferral for income under $31,360 and net worth under $350,000. Richmond 20,000 100,000 Income Exemption excludes 1 acre $0 - 14,000 100% 14,001 - 16,000 80% 16,001 - 18,000 60% 18,001 - 20,000 40% Roanoke $56,566 $200,000 Value of home and 1 acre frozen at prior years assessment excludes 1 acre as long as owner qualifies. Rockbridge $50,000; $200,000 Income Exemption first $10,000 exempt excludes 2 acres $0 - 18,000 80% for non-spousal relatives 18,001 - 28,000 60% 28,001 - 38,000 40% 38,001 - 50,000 20% Rockingham $38,000; $78,000 Net Worth first $6,500 exempt excludes 1 acre $0- 38,001- 58,001- for non-spousal relatives Income 38,000 58,000 78,000 $0 - 18,000 100% 75% 50% 18,001 - 23,000 80% 65% 40% 23,001 - 30,000 50% 40% 30% 30,001 - 38,000 25% 15% 10% over 38,000 0% 0% 0% Russell $30,000; $80,000 100% exemption (maximum: $165). first $2,500 exempt excludes 1 acre for non-spousal relatives Scott $30,000 $90,000 Maximum relief is $175. excludes 1 acre Shenandoah $30,000; $100,000 Income Exemption Income Exemption first $6,000 exempt excludes 5 acres $0 - 18,000 100% 24,001 - 26,000 50% for non-spousal relatives 18,001 - 20,000 80% 26,001 - 28,000 40% 20,001 - 22,000 70% 28,001 - 30,000 30% 22,001 - 24,000 60% over $30,000 0% Smyth $25,000; $65,000 Net Worth first $1,500 exempt excludes 1 acre $0- 28,501- 41,001- for non-spousal relatives Income 28,500 41,000 65,000 $0 - 10,000 80% 64% 56% 10,001 - 14,000 70% 55% 40% 14,001 - 18,000 55% 40% 30% 18,001 - 22,000 40% 25% 15% (maximum relief is $200.) Real Property Tax Relief Plans 43 Page 25 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Counties (continued) Southampton $40,301; $168,501 Sliding scale from 25% to 100% relief based on gross income first $6,000 exempt excludes 1 acre and net worth. for non-spousal relatives Spotsylvania $50,000; $200,000 100% exemption (maximum: $1,200). first $5,500 exempt excludes 10 acres for non-spousal relatives Stafford $40,000; $400,000 100% exemption: $35,000 income; max. net worth $300,000 first $4,000 exempt excludes 2 acres 50% exemption: $30,000 income; max. net worth $400,000 for non-spousal relatives 50% exemption: $40,000 income; max net worth $200,000 Surry $30,000; $100,000 Income Exemption first $6,500 for excludes 1 acre $0 - 15,000 100% non-spousal relatives 15,001 - 20,000 75% 20,001 - 25,000 50% 25,001 - 30,000 25% (Maximum: $500) Tazewell $30,000 $75,000 100% exemption. (elderly only) excludes 1 acre (Maximum: $300) Warren $35,000 $150,000 Income Exemption excludes 5 acres $0 - 20,000 100% 20,001 - 25,000 75% 25,001 - 30,000 50% 30,001 - 35,000 25% Washington $27,995 $100,000 Sliding scale from 14% to 80% relief based on gross income excludes 5 acres and net worth. Westmoreland $20,000 $60,000 65 years or older or permanently and totally disabled for a tax excludes 1 acre relief amount of up to $300. Must file by May 1st of each year. Income Exemption Income Exemption $0 - 14,000 100% $16,001 - 18,000 60% 14,001 - 16,000 80% 18,001 - 20,000 40% Wise $42,000; $85,000 Maximum $200 exemption. $4,000 exempt excludes 1 acre for non-spousal relatives Wythe $30,000; $80,000 $200 exemption. first $5,000 exempt excludes 1 acre for non-spousal relatives York $50,000; $200,000 Income (1 Owner) Income (2 Owners) Exemption exempt $10,000 of income excludes 10 acres $0 -19,550 $0 - 22,350 100% for non-spousal relatives 19,551 - 29,700 22,351 - 31,567 up to $600 29,701 - 39,850 31,568 - 40,784 up to $420 39,851 - 50,000 40,785 - 50,000 up to $300 44 Tax Rates 2018 Page 26 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Towns (Note: Towns that answered “not applicable” for all items in this table are excluded. For a listing of town respondents and non-respondents, see Appendix B.) Abingdon $25,487; $100,000 Net Worth first $2,500 exempt excludes 1 acre $0- 33,001- 66,001- for non-spousal relatives Income 33,000 66,000 100,000 $0 - 10,263 80% 64% 56% 10,264 - 15,227 60% 48% 42% 15,228 - 20,356 40% 32% 28% 20,357 - 25,487 20% 18% 14% Altavista $34,500; $80,900 Income Exemption first $10,000 exempt excludes 1 acre $0 - 25,900 100% for non-spousal relatives 25,901 - 30,200 75% 30,201 - 34,500 50% (Maximum: $500) Ashland $50,000 $200,000 .Income Exemption $0 - 20,000 100% 20,001 - 30,000 75% 30,001 - 40,000 50% 40,001 - 50,000 25% Bedford $15,000 $40,000 Income Exemption Income Exemption excludes 1 acre $0 - 4,000 100% $8,001 - 9,000 50% $4,001 - 5,000 90% $9,001 - 10,000 40% $5,001 - 6,000 80% $10,001 - 11,000 30% $6,001 - 7,000 70% $11,001 - 12,000 20% $7,001 - 8,000 60% $12,001 - 15,000 10% Big Stone Gap $42,000; $85,000 Maximum exemption is $150. first $4,000 exempt for non-spousal relatives Blacksburg $51,000; $150,000 Income Exemption Deferral first $10,000 exempt $0 - 32,600 100% 0% for non-spousal relatives 32,601 -40,800 60% 40% 40,801 - 51,000 40% 60% Bluefield $25,000 $75,000 100% exemption. up to $200. (elderly only) excludes 1 acre Bridgewater $11,000; $30,000 Net Worth first $2,000 exempt $0- 15,001- 20,001- 25,001- for non-spousal relatives Income 15,000 20,000 25,000 30,000 $0 - 6,500 80% 64% 56% 40% 6,501 - 8,000 60% 48% 42% 30% 8,001 - 9,500 40% 32% 28% 20% 9,501 - 11,000 20% 16% 14% 10% Broadway $18,000 $50,000 N/A (elderly only) Brookneal $22,000; $60,000 Income Exemption first $2,500 exempt $0 - 10,000 100% for non-spousal relatives 10,001 - 12,000 80% 12,001 - 14,000 70% 14,001 - 16,000 60% 16,001 - 18,000 50% 18,001 - 20,000 40% 20,001 - 22,000 30% (maximum: $300) Cape Charles $22,000 $80,000 Income Exemption excludes 1 acre $0 - 16,000 90% 16,001 - 17,500 80% 17,501 - 19,000 70% 19,001 - 20,500 60% 20,501 - 22,000 50% (maximum: $300) Chilhowie $22,000 $35,000 Up to 100% exemption excludes 1 acre N/A Not applicable. Real Property Tax Relief Plans 45 Page 27 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Towns (continued) Christiansburg $51,000 $150,000 Income Exemption $0 - 32,600 100% 32,601 - 40,800 60% 40,801 - 51,000 40% Clifton Forge $25,000 $55,000 Up to 100% exemption Clintwood $37,000 $75,000 N/A excludes 1 acre Colonial Beach $22,500 or $100,000 Maximum exemption is $600 $32,000 with partner Culpeper $50,000; $200,000 Sliding scale of net worth/income determine exemption. first $6,500 exempt excludes 1 acre for non-spousal relatives Dublin $23,200; $55,000 Income Exemption first $2,500 exempt excludes 3 acres $0 - 15,000 80% for each relative 15,001 - 18,500 60% 18,501 - 21,000 40% 21,001 - 23,200 20% Floyd $17,000; $55,000 $50 deduction from real estate bill for each year that such first $6,000 exempt person qualifies for relief. for non-spousal relatives Front Royal $15,444 $100,000 Deferral or exemption. excludes 1 acre Grundy $16,500 $50,000 Determined by Buchanan County code. Hamilton $72,000 $440,000 All owner(s) of the dwelling, excluding the spouse, are at least excludes 3 acres65 years of age or premanently and totally disabled.The title of the dwelling is held by the applicant(s) seeking relief. The applicant(s) may reside in a hospital or nursing home for physi cal or mental care; however, to qualify for real property tax relief; the dwelling may not be rented for monetary compensation. Haymarket $71,300; $340,000 100% exemption if income is less than $22,000. 100% deferral exempt $10,000 excludes 1 acre if income is less than 85% of HUD low income limit; 75% defer- for non-spousal relative; ral if income is less than 90% of HUD low income limit; 50% exempt $7,500 of disabled deferral if income is less than 95% of HUD low income limit; 25% deferral if income is less than HUD low income limit. Herndon $72,000 $340,000 Income Exemption excludes 1 acre $0 - 52,000 100% 52,001 - 62,000 50% 62,001 - 72,000 25% Hillsville $23,000; $80,000 50% exemption. first $6,000 exempt excludes 1 acre (Maximum: $74.50) for others in household Independence $5,000 $10,000 Deferred taxes attached as lien on property and collected at excludes 1 acre time of sale. Lebanon $27,000; $75,000 50% exemption. Maximum $150. first $2,500 exempt excludes 1 acre for non-spousal relatives Leesburg $72,000 $440,000 100% exemption. excludes 10 acres Louisa $35,000 $85,000 N/A Luray $21,500 $114,000 Income Exemption Income Exemption excludes 1 acre $0 - 14,000 100% $18,001 - 19,000 25% 14,001 - 15,000 80% 19,001 - 20,000 20% 15,001 - 16,000 60% 20,001 - 21,500 10% 16,001 - 17,000 40% over 21,500 0% 17,001 - 18,000 30% Marion $22,000 $35,000 50% exemption. Narrows $25,000 $35,000 Determined by Giles County code. (elderly only) N/A Not applicable. 46 Tax Rates 2018 Page 28 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Towns (continued) New Market $30,000 $100,000 Income Exemption $0 - 18,000 100% 18,001 - 20,000 80% 20,001 - 22,000 70% 22,001 - 24,000 60% 24,001 - 26,000 50% 26,001 - 28,000 40% 28,001 - 30,000 30% Onancock $28,000 $80,000 Determined by Accomack County code. Orange $40,000 $90,000 Net Worth() $0- 18,001 - 36,001 - 54,001 - 72,001 Income 18,000 36,000 54,000 72,000 90,000 $0-15,000 90% 80% 70% 60% 50% 15,001 - 20,500 80% 70% 60% 50% 40% 20,501 - 26,000 70% 60% 50% 40% 30% 26,001 - 31,500 60% 50% 40% 30% 20% 31,501 - 40,000 50% 40% 30% 20% 10% Pamplin $15,000; $90,000 Determined by Appomattox County code. first $6,500 exempt for non-spousal relatives Pulaski $25,000 $55,000 Income Exemption excludes 3 acres $0 - 15,000 80% 15,001 - 18,125 60% 18,126 - 21,250 40% 21,251 - 25,000 20% Purcellville $72,000; $440,000 Exemption: Amount by which the real estate tax exceeds 0.5% first $10,000 exempt excludes 10 acres of gross combined income. Deferral: up to 100%. for non-spousal relatives Remington $52,000; $195,000 100% exempt if qualified. first $8,500 exempt for non-spousal relatives Rocky Mount $25,000 $80,000 Net Worth excludes 5 acres $0- 12,001- 25,001- 35,001- 50,001 Income 12,000 25,000 35,000 50,000 80,000 $0- 5,000 95% 85% 75% 65% 40% 5,001 - 9,000 85% 75% 65% 40% 30% 9,001 - 12,000 75% 65% 50% 30% 20% 12,001 - 15,000 65% 55% 40% 20% 10% 15,001 - 18,000 55% 45% 30% 10% 10% 18,001 - 21,000 45% 35% 20% 10% 10% Round Hill $52,000 $195,000 Determined by Loudoun County code. Smithfield $30,000 $150,000 Determined by Isle of Wight County code. Strasburg $30,000 $100,000 Income Exemption excludes 1 acre $0 - 18,000 100% 18,001 - 20,000 80% 20,001 - 22,000 70% 22,001 - 24,000 60% 24,001 - 26,000 50% 26,001 - 28,000 40% 28,001 - 30,000 30% Tazewell $25,000 N/A Determined by Tazewell County code. Vienna $72,000 $340,000 Income Exemption $0 - 52,000 100% 52,001 - 62,000 50% 62,001 - 72,000 25% Vinton $56,600; $200,000 100% exemption. first $6,500 exempt excludes 1 acre for non-spousal relatives N/A Not applicable Real Property Tax Relief Plans 47 Page 29 of 423 Table 3.1 Real Property Owner Tax Relief Plans for the Elderly and Disabled, 2018 (continued) Combined Combined Locality Gross Income Net Worth Relief Plan/Exemption Towns (continued) Warrenton $58,000; $440,000 100% exemption. first $10,000 exempt excludes 1 acre for non-spousal relatives West Point $20,000 $60,000 Exemption Wise $42,000; $85,000 100% exemption. first $4,000 exempt excludes 1 acre for non-spousal relatives Woodstock $30,000 $100,000 Income Exemption excludes 1 acre $0 - 15,000 100% 15,001 - 17,500 80% 17,501 - 20,000 70% 20,001 - 22,500 60% 22,501 - 25,500 50% 25,501 - 27,000 40% 27,001 - 30,000 30% Wytheville $15,000; $50,000 100% exemption (maximum: $75.00). first $5,000 exempt for non-spousal relatives N/A Not applicable. 48 Tax Rates 2018 Page 30 of 423 Table 3.2 Real Property Renter Tax Relief Plans for the Elderly and Disabled, 2018 Combined Combined Locality Gross Income Net Worth Relief Plan Cities (Note: Only cities that responded to the items in this table are listed.) Alexandria $25,600; renters may deduct first $75,000 Monthly Maximum $7,500 of disability income & first Income Grant Annual Benefit $6,500 for each roommate $ 0 - 15,000 $500 $6,000 15,001 - 21,000 375 4,500 21,001 - 25,600 250 3,000 Charlottesville $50,000; first $7,500 of $100,000 Relief equals the amount derived permanent disability compensation by subtracting 24% of previous year’s exempt; first $8,500 for non-spousal gross combined income from actual rent or relative exempt 6,000 for previous year, whichever is less. Multiply excess by 25% to obtain amount. Fairfax $40,000; first $7,500 exempt $150,000 10% of annual rent payment up to $2,000. for disabled; first $6,500 exempt for each relative Falls Church $38,050 $150,000 Varies based on income and assets; maximum grant of $1,700 annually. Hampton $31,000 $200,000 Criteria the same as for owners Counties (Note: Fairfax was the only county that responded to the items in this table.) Fairfax $22,000; first $6,500 exempt $75,000 The grant total is based on the amount of for each relative rent paid for the dwelling during the grant year that exceeds 30% of income. Towns (No towns responded as having rental relief plans.) Real Property Tax Relief Plans 49 Page 31 of 423 CITY OF CHARLOTTESVILLE PROCLAMATION Charlottesville Band Centennial April 2022 WHEREAS the Charlottesville Band, formerly known as The Municipal Band of Charlottesville, has filled the air near and far with symphonic music since August 17, 1922; and WHEREAS the mission of the Charlottesville Band is to enrich community life through excellence in musical performance and education; and WHEREAS through free concerts, varied repertoire, and partnerships, the Charlottesville Band provides its members and audiences with musical experiences that entertain, uplift, and inspire; and WHEREAS the Charlottesville Band is one of the oldest continuously operating amateur community bands in the United States. The Band has played for 7 Presidents and the Queen of England, and for more than 100,000 local residents. Its seven small group ensembles give dozens of performances each year, from pop-up concerts in public parks to tuxedo-clad recitals at the Paramount Theater. Together band members volunteer over 14,000 hours per year to make excellent music for the community; and WHEREAS Charlottesville has changed a lot since 1922, and so has the band. More than 1,000 members over the past 100 years, representing many different neighborhoods, age groups, professions and backgrounds, have found common ground through the power of music. In 2020, when the pandemic made large concerts impossible, the Band’s small ensembles took to the streets and performed at socially distanced outdoor performances, boosting community morale and keeping the local music scene vibrant; and WHEREAS in 2022, the Band, newly renamed The Charlottesville Band—or Cville Band, for short – is celebrating its 100th consecutive year in operation; and WHEREAS the 2022 Spring Concert with Steve Layman as Music Director will open the Centennial Season with three selections written especially for the occasion; the program will also feature a performance by the winner of the annual James W. Simmons Solo Contest and the Rev. Dr. Genevieve Murphy Scholarship for Young Musicians; NOW, THEREFORE, I, J. Lloyd Snook, III, Mayor of the City of Charlottesville, on behalf of the City Council, do hereby proclaim April 24, 2022 as Charlottesville Band Day and encourage members of the public to attend one or more of the Band’s nine live performances throughout this Centennial Year. Signed and dated this 18th day of April 2022. _______________________ J. Lloyd Snook, III, Mayor Page 32 of 423 CITY OF CHARLOTTESVILLE PROCLAMATION Fair Housing Month - April 2022 WHEREAS The Fair Housing Act, enacted on April 11, 1968, enshrined into federal law the goal of eliminating racial segregation and ending housing discrimination in the United States; and WHEREAS The Fair Housing Act prohibits discrimination in housing based on race, color, religion, sex, familial status, national origin, or disability, and commits recipients of federal funding to affirmatively further fair housing in their communities; and WHEREAS The City of Charlottesville is committed to the mission and intent of Congress to provide fair and equal housing opportunities for all; and WHEREAS Our social fabric, the economy, health, and environment are strengthened in diverse, inclusive communities; and WHEREAS More than fifty years after the passage of the Fair Housing Act, discrimination persists, and many communities remain segregated; and WHEREAS Acts of housing discrimination and barriers to equal housing opportunity are repugnant to a common sense of decency and fairness; NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Charlottesville does hereby declare the month of April 2022 to be Fair Housing Month in the City of Charlottesville. We reaffirm our commitment to do all that we can to end unlawful housing discrimination, to advance equity for all underserved populations, to help all current and prospective residents of the City of Charlottesville find safe and affordable housing, and to fulfill the full promise of the Fair Housing Act. Signed and dated this 18th day of April 2022. _______________________ J. Lloyd Snook, III, Mayor Page 33 of 423 CHARLOTTESVILLE CITY COUNCIL MEETING March 7, 2022 at 4:00 PM Electronic/virtual meeting Call to Order/Roll Call The Charlottesville City Council met in an electronic meeting on Monday, March 7, 2022, in accordance with a local ordinance amended and re-enacted on October 4, 2021, to ensure continuity of government and prevent the spread of disease during the coronavirus State of Emergency. Mayor Lloyd Snook called the meeting to order and Clerk of Council Kyna Thomas called the roll, noting all members present: Mayor Lloyd Snook, Vice Mayor Juandiego Wade, and Councilors Sena Magill, Michael Payne and Brian Pinkston. On motion by Magill, seconded by Wade, Council voted 5-0 to ADOPT the meeting agenda (Ayes: Magill, Payne, Pinkston, Snook, Wade; Noes: none). REPORTS 1. REPORT: Albemarle-Charlottesville Regional Jail renovation project report Martin Kumer, Superintendent of the Albemarle-Charlottesville Regional Jail, started the presentation with a brief history of the jail. He advised that the January 2022 Average Daily Population of 265 was the lowest that it has been in 20 years. He shared a timeline for the Facilities Conditions Assessment and Community Based Corrections Plan Study findings. Tony Bell and Chris Roman, Mosley Architects, reviewed a timeline for key decision points once the needs assessment and Planning Study were submitted to the Department of Corrections in December 2021. Projected completion of the renovation project is November 2025 at an estimated total cost of $49,021,414: of that, $12,255,353 reimbursable (25 percent eligible costs) with $36,766,061 total estimated cost to be split among three localities (Charlottesville City, Albemarle County and Nelson County). Responding to Council questions, the presenters explained Trauma Informed Design, direct and indirect supervision, mental health pods, special purpose beds, elimination of bar-grade standards, and Covid-19 data. Councilor Pinkston mentioned the benefits that the renovations will also have for jail staff. The resolution requiring a decision will come before Council in August or September 2022. Councilor Magill explained that most of the decisions about recommendations occurred before she was appointed as the City Council representative to the regional jail board. She encouraged other localities to consider home/electronic incarceration (HEI). Page 34 of 423 CLOSED SESSION On motion by Magill at 4:57 p.m., seconded by Wade, Council voted 5-0 (Ayes: Magill, Payne, Pinkston, Snook, Wade; Noes: none) to convene in closed session as authorized by Virginia Code Sections 2.2-3711 and 2.2- 3712, specifically: - Section 2.2-3711(A)(1), for consideration of prospective candidates for appointment by Council to City boards and commissions On motion by Magill, seconded by Wade, Council certified by the following vote: 5-0 (Ayes: Magill, Payne, Pinkston, Snook, Wade; Noes: none), that to the best of each Council member’s knowledge only public business matters lawfully exempted from the open meeting requirements of the Virginia Freedom of Information Act and identified in the Motion convening the closed session were heard, discussed or considered in the closed session. BUSINESS SESSION Having established quorum with all councilors present, Council observed a moment of silence. ANNOUNCEMENTS (and Update from Blue Ridge Health Department) Vice Mayor Wade offered sympathy regarding the crisis facing Ukraine and Mayor Snook added that Charlottesville will likely see refugees within a month. Dr. Denise Bonds, Blue Ridge Health Director provided an update on Covid-19. She shared a graph showing a general downward trend in cases. She advised that the Centers for Disease Control recently updated criteria for grading community Covid-19 levels and that the Charlottesville-Albemarle area is still listed as a High transmission area. Three components that factor into the rating are: 1) New COVID-19 cases per 100,000 people in the past seven days, 2) burden on the hospital: percent of staffed inpatient beds occupied by COVID-19 patients (7-day average), and 3) COVID-19 hospital admissions per 100,000. She reported that the Omicron variant is prevalent, and the Delta variant no longer shows in the area. Adults with at least one vaccine dose is 75.5 percent and fully vaccinated is 73.1 percent (68.9 percent, including children). She shared safety guidelines and encouraged people to upgrade their masks. Dr. Bonds stated that community testing locations will close on March 15. She shared vaccination locations. Mayor Snook asked Dr. Bonds for input on criteria to consider while planning to re-start in- person meetings. Dr. Bonds shared a few items for consideration: • Will the meeting be hybrid with in-person and electronic options? Some people will still Page 35 of 423 not be able to be in person. • Will masks be required? Council Chamber is typically crowded, and masks are encouraged. • Is there an option to hold meetings in a larger or more open space? • Metrics: weekly case counts over time trending down; hospital capacity strong with minimal Covid cases; and consider CDC metrics. • Give lots of notice and advance warning so that people can plan. Dr. Bonds will provide an update at the April 4 City Council meeting. RECOGNITIONS/PROCLAMATIONS • Resolution: Liberation Day – March 3 Vice Mayor Wade read a resolution from 2017 acknowledging March 3 as Liberation Day in Charlottesville, also a city employee holiday. • Proclamation: Festival of the Book Week, March 16-20, 2022 Mayor Snook proclaimed March 16-20, 2022 as Festival of the Book Week. Jane Kulow, Virginia Festival of the Book Director, made remarks. • Proclamation: Women's History Month Councilor Magill read a proclamation for Women's History Month. • Proclamation: March for Meals Month Mayor Snook presented a proclamation for March for Meals Month. Robin Goldstein, Meals on Wheels Executive Director, accepted the proclamation with remarks and encouraged community volunteers to work to help senior citizens. • Proclamation: Colorectal Cancer Awareness Month Councilor Pinkston presented the proclamation. Dr. Thomas Loughran, UVA Cancer Center Director, made remarks and encouraged preventive measures. CONSENT AGENDA* Clerk of Council Kyna Thomas read the following Consent Agenda items into the record: 2. January 26 Council retreat, February 2 joint budget work session with Schools 3. RESOLUTION: Appropriating funding of $625,000 to a new Collective Bargaining Project account within the City's Capital Projects Fund (2nd reading) Page 36 of 423 RESOLUTION Appropriating Funding in the Amount of $625,000 to a New Collective Bargaining Project Account within the City’s Capital Projects Fund WHEREAS the Charlottesville City Council previously appropriated funds within its Capital Projects Fund, in the amount of $1,250,000, and authorized the funds to be expended for a Citywide Class and Compensation Study, and WHEREAS pursuant to City Code Section 11-5, the City Manager hereby requests Council to make a special appropriation, to move funds within FY2022 which will not be needed to complete a Class and Compensation Study into a new Capital Projects Fund account designated for a Collective Bargaining Project, to be used for contractual and consulting expenses associated with the study, design, and implementation of a collective bargaining program for the City of Charlottesville; NOW, THEREFORE BE IT RESOLVED by the Council of the City of Charlottesville, Virginia, that funding previously appropriated by City Council for expenditure in FY2022 for a Class and Compensation Study is hereby re-allocated and appropriated for expenditure in FY2022 to a Collective Bargaining account within the Capital Projects Fund, for contractual and consulting expenses associated with the study, design, and implementation of a collective bargaining program for the City of Charlottesville. Capital Projects Fund: Transfer From: Expenditures - $625,000 Fund: 426 Funded Program: P-01032 G/L Account: 599999 Transfer To: Expenditures - $625,000 Fund: 426 Funded Program: NEW CODE G/L Account: 599999 4. ORDINANCE: Amending and re-ordaining Chapter 9 (Elections), Section 9-31 (Central Absentee Voter District) to change the location of the Central Absentee Voter Precinct from City Hall to CitySpace (carried to 2nd reading in May 2022) 5. REPORT: Historic Resources Committee status report on memorialization Mayor Snook opened the floor for public comment on the consent agenda. Page 37 of 423 • Bill Goldeen, Charlottesville Area Transit bus driver, spoke in support of Item #3. • David Koenig spoke in support of Item #3. • David Broder, union president, spoke in support of Item #3. On motion by Wade, seconded by Payne, Council by the following vote Adopted the Consent Agenda: 5-0 (Ayes: Magill, Payne, Pinkston, Snook, Wade; Noes: none). CITY MANAGER REPORT Interim City Manager Michael C. Rogers announced future deployment of an Employee Satisfaction Survey, the kick-off meeting for the compensation study, and continued work on Collective Bargaining. Deputy City Manager Ashley Marshall advised of four phases for the Classification and Compensation Study and stated that the consultants expect a full report to be available at the conclusion of Phase 4, which is estimated to take nine to ten months. She listed key jobs actively being filled: 1) Director of Communications and Public Engagement, 2) Director of Human Services, 3) Director of Information Technology, and 4) Director of Human Resources. She thanked staff who stepped up in key roles to ensure stability of operations. Deputy City Manager Sam Sanders announced: 1) the Bennett's Village inclusive playground information-gathering event being hosted by the Parks and Recreation Department at Pen Park on March 14 and 15; 2) the Benjamin Tonsler Park public engagement sessions online and in-person on March 21 and 22; 3) He provided updates on three community priorities: • 5th Street Corridor Internal Working group continues to work on planning and Mr. Sanders has given approval to pursue SmartScale funding from VDOT for 5th Street, advising that all options will be on the table. • Regarding affordable housing he advised of a 4:00 p.m. work session on April 4; • Regarding the Climate Action Plan, he announced work session on April 18 and acknowledged work to be done to regroup efforts. Mayor Snook stated that he was pleased to hear about efforts to move initiatives forward. Councilors thanked staff for stepping up. COMMUNITY MATTERS 1. Chris Meyer, city resident, acknowledged city staff who stepped in to fill vacant leadership roles in the interim. He asked for full funding for school reconfiguration and affordable housing. He encouraged a 10-cent increase in the real estate tax rate to help fund priorities. Page 38 of 423 2. Emily Dreyfus, representing Charlottesville Low Income Housing Coalition (CLIHC), spoke about the need to improve housing affordability. She shared CLIHC’s top two recommendations: fully fund the Affordable Housing Plan, and pair robust tax increases with maximum tax and rent relief for very low income people. 3. Leah Puryear, city resident, requested a $200,000 annual appropriation for the Jefferson School African American Heritage Center (JSAAHC) and fully fund city school reconfiguration. 4. Elizabeth Breeden, city resident, requested that Council include in the city budget the annual lease amount for the JSAAHC, and shared perspective about the Center’s role in the community. 5. Susan Kruse, Executive Director of the Community Climate Collaborative, spoke about climate change and the need to move forward rapidly with a plan. 6. Moriah Wilkins, housing attorney with the Legal Aid Justice Center, spoke about the ongoing need for rent relief, about housing voucher limitations and she encouraged creative solutions to fully fund the Affordable Housing Plan. 7. Whitney Richardson with Dark Skies, Bright Kids spoke about creating an interactive planet walk on the Downtown Mall. 8. Robin Hoffman, city resident, announced that the Botanical Garden of the Piedmont volunteer group has begun meeting. She spoke about neighborhoods working together. 9. Andy Orban, city resident, spoke in support of full funding for the Buford Middle School reconfiguration. 10. Joy Johnson, city resident, requested full funding for affordable housing and school reconfiguration. ACTION ITEMS 6. PRESENTATION: Presentation of the FY2023 Adopted Budget from Charlottesville City Schools School Superintendent Royal Gurley introduced School Board Chair Lisa Torres, who began the School Budget presentation. Chair Torres shared Strategic Plan Focus Areas for Schools: • Academic excellence • Safe and supportive schools • Organizational supports She shared priorities for Schools moving forward: 1) supporting mental health, 2) embracing English Language Learners, 3) acceleration of learning, 4) the national teacher shortage, 5) inflation, 6) reconfiguration, and 7) alignment of non-recurring Federal relief funds with non- recurring expenditures. Page 39 of 423 Kim Powell, Chief Operations Officer, provided the FY2023 Schools Adopted Budget overview, requesting from the City Budget $4,216,341 for operational costs. Ms. Torres stated for the record the School Board’s request to keep $75 Million funding in the City budget for school reconfiguration. The meeting recessed at 8:31p.m. and reconvened at 8:36 p.m. 7. PRESENTATION: Presentation of the Proposed FY2023 City Budget Mr. Rogers began the presentation and noted that the budget document was released to the public earlier in the day. The balanced budget revenues and expenditures totaled $216,171,432, with the current $0.95/$100 real estate tax rate. Some tax revenues were near pre-Covid levels. Krisy Hammill, Senior Budget and Management Analyst, announced that the City received for the 29th time the Government Finance Officers Association (GFOA) Distinguished Budget Presentation Award for the FY 2022 budget. She presented budget revenue and expenditure details, as well as information about the impact of a Real Estate Tax increase and the impact of school reconfiguration on other projects and debt service. Ms. Hammill mentioned the budget's alignment with Council priorities: 1. An inclusive community of self-sufficient residents 2. A healthy and safe city 3. A beautiful and sustainable natural and built environment 4. A strong, creative and diversified economy 5. A well-managed and responsive organization Vice Mayor Wade asked whether the budget included structural improvements to stay competitive. Mr. Rogers advised that the Compensation Study would be the guide. Mr. Wade asked about various agreements or contractual obligations. Mayor Snook asked a series of questions to clarify information in the City Manager's budget letter to Council. 8. RESOLUTION: Approving a Special Use Permit at 2116 Angus Road Dannan O'Connell, City Planner, presented the request, which was recommended for approval by the Planning Commission. On motion by Pinkston, seconded by Wade, Council by a vote of 5-0 APPROVED the Special Use Permit (Ayes: Magill, Payne, Pinkston; Noes: none). Page 40 of 423 RESOLUTION Approving a Special Use Permit for Increased Residential Density for Property Located at 2116-2118 Angus Road WHEREAS, in order to facilitate a specific development project, Dermo, LLC, (“Landowner”), has submitted application SP21-00006, requesting a Special Use Permit to increase allowed residential density on certain land fronting on Angus Road, identified on City Real Property Tax Map 40C as Parcel 8 and designated as City Real Estate Parcel No. 40C080000 (the “Subject Property”); and WHEREAS, the purpose of the application is to allow an existing mixed use development to be modified as described within the application materials for SP21-00006, which materials describe a plan to provide six (6) residential dwelling units, with a total of 18 bedrooms, within an existing office building established on the Subject Property, in addition to twenty-one (21) existing dwelling units currently located within an apartment building located on the Subject Property (the “Project”); and, WHEREAS, the additional 6 residential dwelling units would increase the Subject Property’s residential density from 25 to 33 dwelling units per acre, exceeding the current limits for “by-right” density on land zoned “B-1,” but this increased density is allowed by special use permit, as specified in City Code § 34-458(b), within the area of a mixed-use development site; and WHEREAS, a joint public hearing on the proposed special use permit was conducted by the Planning Commission and City Council on February 8, 2022, following notice to the public and to adjacent property owners, as required by law, and following the joint public hearing, the Planning Commission voted on February 8, 2022, to recommend that City Council should approve the Rezoning; and WHEREAS, this City Council has considered the details of the specific Project represented within the Landowner’s application materials for SP21-00006; has reviewed the NDS Staff Report, public comments, the Planning Commission’s recommendation, and the Comprehensive Plan; and WHEREAS, this Council finds and determines that the public necessity, convenience, general welfare and good zoning practice require the proposed special use permit and the proposed residential development density is consistent with the Comprehensive Plan; now, therefore, BE IT RESOLVED by the Council of the City of Charlottesville, Virginia that, pursuant to City Code § 34-458(b), a special use permit is hereby approved and granted to authorize the Project described within the application materials for SP21-00006, within the Subject Property, subject to the following conditions: Page 41 of 423 1. Residential density of development shall not exceed thirty-three (33) dwelling units per acre (DUA) within the area of the Subject Property. 2. The six (6) residential dwelling units authorized by this special use permit shall, collectively, have no more than 18 bedrooms. 3. Automatic fire sprinklers and alarms shall be provided within the building to be renovated (2116 Angus Road), in accordance with applicable requirements of the Virginia Uniform Statewide Building Code. 9. RESOLUTION: Appropriating funds for the Cville Plans Together (Comp Plan) Project from the Small Area Plans Account within the City's Capital Projects Fund - $188,810 (carried) James Freas, Director of Neighborhood Development Services, made a presentation regarding Cville Plans Together as related to the appropriation request and zoning re-write project timeline. After discussion about the Housing Market Outcome Model and the Small Area Plan fund, Council agreed to move the item to the March 21 Consent Agenda for the second reading. 10. RESOLUTION: Appropriating funds from the Virginia Department of Rail and Public Transportation to Charlottesville Area Transit - $980,599 (carried) Garland Williams, Director of Transportation, made the presentation, advising that a revision to the FY2022 State funding means additional funds were received and that $300,000 of those funds would fund the Feasibility Study for alternative fuel vehicles and develop the integration plan. Following discussion, Council agreed to move the item to the March 21 Consent Agenda for the second reading. ORDINANCE*: Consideration of action related to the local Continuity of Governance Ordinance Interim City Manager Rogers and City Attorney Lisa Robertson presented options for Council consideration. Mr. Rogers referenced an approaching deadline for deciding on a public meeting status during the locally declared emergency. Some considerations that Ms. Robertson mentioned were keeping local health guidelines and metrics in mind; looking at options for moving Council meetings to another location; creating safety plans per public body and location; making Council space safe for return; and considering safety measures for moving boards and commissions to suitable meeting spaces. Councilor Payne expressed concern with a lack of specific timeline and metrics for moving to hybrid meetings. Page 42 of 423 Staff noted several items that affect the ability to conduct hybrid meetings, including staff capacity and technology in certain spaces. On motion by Pinkston, seconded by Magill, and following discussion about opening meetings to the public with reasonable safeguards, Council by a vote of 5-0 APPROVED the ordinance (Ayes: Magill, Payne, Pinkston; Noes: none). Ms. Robertson advised that the ordinance addresses delegation of authority to the Mayor and City Manager to come up with a safety plan for reopening Council meetings for in-person participation. ORDINANCE AMENDING AND RE-ENACTING CITY COUNCIL’S CONTINUITY OF GOVERNMENT ORDINANCE, FOR A SIX-MONTH PERIOD BEGINNING MARCH 8, 2022 GENERAL BUSINESS There were no items for general business discussion. OTHER BUSINESS There were no other business items or additional follow-up items for the City Manager. MATTERS BY THE PUBLIC - Gregory Weaver spoke in support of funding for Charlottesville Area Transit's vision for 15-minute service and sustainable transit, collective bargaining, and affordable housing. The meeting adjourned at 10:25 p.m. BY Order of City Council BY Kyna Thomas, Clerk of Council Page 43 of 423 CHARLOTTESVILLE CITY COUNCIL Budget Work Session March 10, 2022 at 6:00 PM Virtual/electronic meeting via Zoom Call to Order/Roll Call The Charlottesville City Council met in an electronic meeting on Thursday, March 10, 2022, in accordance with a local ordinance amended and re-enacted on March 7, 2022, to ensure continuity of government and prevent the spread of disease during the coronavirus State of Emergency. Mayor Lloyd Snook called the meeting to order at 6:02 p.m. with all councilors present: Mayor Lloyd Snook, Vice Mayor Juandiego Wade, and Councilors Sena Magill, Michael Payne and Brian Pinkston. Interim City Manager Michael C. Rogers began the budget discussion, noting a 12.46% balanced budget increase over the prior year. Krisy Hammill, Senior Budget and Management Analyst, reviewed the meeting agenda, and shared information about the Budget Visualization tool on the City website at www.charlottesville.gov/budget for General Fund line items. Ms. Hammill and Commissioner of the Revenue Todd Divers answered Council questions about revenues from city-owned properties, AirBnBs and homestay fees, and various other taxes. Major expenditure drivers include: • Generally, all departments increased at least 8%, with 2% COLA (Cost of Living Adjustment) as of July 1, 2021, and 6% mid-year COLA given in January 2022 • Increased fixed costs in fuel, Information Technology replacements, and risk management costs • Tax and rent relief programs • Funding for City Schools • Funding for City Schools Capital Improvement Projects • Employee compensation • Debt service and Capital Improvement Fund • Department additions - seven new full-time-equivalent positions Council discussed staff vacancies. Councilor Magill indicated interest in filling a position for Measurements and Solutions and Mayor Snook emphasized the need to hire staff to help get through the backlog of Council-approved projects. Ms. Hammill advised that the March 17 budget work session will address outside and non-profit agencies. The FY 2023 Vibrant Community Funding Report was made available on the City website. Council decision points were discussed. Page 44 of 423 Mr. Pinkston requested various tax increase scenarios. For the record he recommended Option 2 of the school renovation options presented by VMDO consultants and he recommended right sizing the Buford Middle School project, at a lower cost. Council discussion ensued about debt capacity, property taxing authority, increasing costs, Council’s original intent for school reconfiguration funds, the need to consider multiple budget cycles, and operational capacity. Ms. Hammill mentioned the 7-day tax advertising deadline for the tax public hearing and Ms. Robertson shared legal advertisement guidelines. Council agreed to advertise a 0.5% meals tax increase for further discussion during budget work sessions. Council discussed the Council Strategic Initiatives Fund and designating funds for a City Manager Initiatives fund. Ms. Hammill clarified the need for the April 7 work session and summarized action steps. The remainder of the Budget Calendar is as follows: • March 17: Work session, 6:00pm, Outside and Non-Profit Agencies • March 21: Public Hearings, 6:30pm, Tax Rates and Proposed Budget • March 23: Community Budget Forum, 6:00pm • March 31: Work session, 6:00pm, Capital Improvements Program • April 4: Public Hearings, 6:30pm • April 7: Work session, 6:00pm -Remaining budget issues and wrap up • April 12: Budget Approval by City Council, 5:30pm The meeting adjourned at 8:26 p.m. BY Order of City Council BY Kyna Thomas, Clerk of Council Page 45 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL AGENDA Agenda Date: April 4, 2022 Action Required: Approve Resolution (Appropriation) (1st of 2 Readings) Presenter: Sue Moffett, Director, Department of Social Services Staff Contacts: Jenny Jones, Chief of Family Services, Department of Social Services Laura Morris, Chief of Administration, Department of Social Services Title: Funding for Driving and Transportation Assistance for Youth in and Formerly in Foster Care -- $13,877 Background: The Virginia Department of Social Services (VDSS) has provided funding to localities to be used to provide driving and transportation assistance to youth between the ages of 14 and 23 who are currently in or were previously in foster care. The Charlottesville Department of Social Services has received $13,877 from this funding. Discussion: It is estimated that less than 5% of teens in foster care obtain their driver’s license by their 18th birthday (Virginia Commission on Youth Report, 2018). Young adults participating in focus groups conducted by VDSS reported that having a driver’s license is important because it can provide them independence and reliable transportation for school and work. This funding can be used to cover DMV licensing fees, driver’s education and testing fees, vehicle purchases, vehicle insurance, and other driving and transportation-related expenses. The funding allows up to $4,000 per eligible youth. Alignment with Council Vision Areas and Strategic Plan: Approval of this agenda item aligns with the City’s mission to provide services that promote equity and an excellent quality of life in our community. It is consistent with Strategic Plan Goal 1: An inclusive community of self-sufficient residents and Objective 2.3, Improve community health and safety outcomes by connecting residents with effective resources. Community Engagement: Foster care staff will work directly with eligible youth to administer the transportation assistance program. Page 46 of 423 Budgetary Impact: The Virginia Department of Social Services is providing 100% of the funding with no local general fund match required. Funding can be used through August 31, 2022. Alternatives: Funds that are not appropriated will need to be returned to the Virginia Department of Social Services. If funds are not appropriated, the department will be unable to provide driving and transportation assistance to eligible youth. Recommendation and Suggested Motion: Staff recommends approval and appropriation of these funds. Suggested Motion: “I move to approve the Resolution Appropriating Funding Received from the Virginia Department of Social Services for the Driving and Transportation Assistance for Foster Care Youth, in the amount of $13,877” Attachment: Resolution Page 47 of 423 RESOLUTION Appropriating Funding Received from the Virginia Department of Social Services for the Driving and Transportation Assistance for Foster Care Youth, in the amount of $13,877 WHEREAS, the Charlottesville Department of Social Services has received an allocation in the amount of $13,877 in the Fiscal Year 2022 budget from the Virginia Department of Social Services to be used for Driving and Transportation Assistance for youth in, and formerly in, foster care. NOW, THEREFORE BE IT RESOLVED by the Council of the City of Charlottesville, Virginia, that the sum of $13,877, upon receipt by the City, is hereby appropriated for expenditure for a period running through August 31, 2022, in the following manner: Revenue – $13,877 Fund: 212 Cost Center: 9900000000 G/L Account: 430080 $13,877 Expenditures - $13,877 Fund: 212 Cost Center: 3333006000 G/L Account: 540060 $13,877 Page 48 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL AGENDA Agenda Date: April 4, 2022 Action Required: Approve Resolution (Appropriation) (1st of 2 Readings) Presenter: Sue Moffett, Director, Department of Social Services Staff Contacts: Jenny Jones, Chief of Family Services, Department of Social Services Laura Morris, Chief of Administration, Department of Social Services Title: Additional Funding for the Promoting Safe and Stable Families (PSSF) Program -- $16,435 Background: The Virginia Department of Social Services (VDSS) has provided additional funding to localities for the Promoting Safe & Stable Families (PSSF) program in response to the COVID-19 pandemic and public health emergency. The Charlottesville Department of Social Services has received $16,435 from this additional funding. Discussion: The department plans to use the additional funding for PSSF clients who are facing evictions and/or have other housing-related needs. The funding will provide hotel stays for unhoused clients as well as other shelter related expenses such as rent, utilities, and food. Twenty to thirty families are expected to be served with the additional funding. Alignment with Council Vision Areas and Strategic Plan: Approval of this agenda item aligns with the City’s mission to provide services that promote equity and an excellent quality of life in our community. It is consistent with Strategic Plan Goal 2: A Healthy and Safe City and Objective 2.2, Meet the safety needs of victims and reduce the risk of re-occurrence/re-victimization and Objective 2.3, Improve community health and safety outcomes by connecting residents with effective resources. Community Engagement: Family Services staff will work directly with eligible families Page 49 of 423 Budgetary Impact: The Virginia Department of Social Services is providing 100% of the funding with no local general fund match required. Alternatives: Funds that are not appropriated will need to be returned to the Virginia Department of Social Services. If funds are not appropriated, the department will be unable to provide additional assistance through the PSSF program to eligible families. Recommendation and Suggested Motion: Staff recommends approval and appropriation of these funds. Suggested Motion: I move to approve the Resolution Appropriating Additional Funding Received from the Virginia Department of Social Services for the Promoting Safe and Stable Families (PSSF) Program, in the amount of $16,435 Attachment: Resolution Page 50 of 423 RESOLUTION Appropriating Additional Funding Received from the Virginia Department of Social Services for the Promoting Safe and Stable Families (PSSF) Program In the amount of $16,435 WHEREAS, the Charlottesville Department of Social Services has received an allocation of $16,435 in the Fiscal Year 2022 budget from the Virginia Department of Social Services to be used for the Promoting Safe and Stable Families (PSSF) program. NOW, THEREFORE BE IT RESOLVED by the Council of the City of Charlottesville, Virginia, that the sum of $16,435, upon receipt by the City, is hereby appropriated for expenditure within the FY22 budget in the following manner: Revenue – $16,435 Fund: 212 Cost Center: 9900000000 G/L Account: 430080 $16,435 Expenditures - $16,435 Fund: 212 Cost Center: 3343008000 G/L Account: 540060 $16,435 Page 51 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL AGENDA Agenda Date: April 4, 2022 Action Required: Approve Supplemental Appropriation Presenter: Chris Engel, Director of Economic Development Staff Contact: Chris Engel, Director of Economic Development Title: CACVB Supplemental Appropriation of Virginia Tourism Corporation grant funds - $280,000 Background & Discussion: Albemarle County, the City of Charlottesville and the Charlottesville Albemarle Convention and Visitors Bureau (CACVB) are jointly coordinating the use of Virginia Tourism Corporation’s American Rescue Plan Act funding. The goal of the joint proposal is to increase awareness of Charlottesville and Albemarle County to markets not yet reached before, increase knowledge of the movement of visitors and residents in the destination, craft a Diversity, Equity, and Inclusion plan for the local visitor economy, generate stays during winter and provide a safer space for visitors on the downtown mall. The purpose of working together for the entire $680,000 ($400,000 for the County, $280,000 for the City) is to accomplish a greater positive impact utilizing the same amount of money by maximizing exposure while easing reporting. The appropriation included herein facilitates the transfer of funds to the County of Albemarle which serves as the fiscal agent for the Bureau. Community Engagement: The CACVB regularly receives community input from its constituents and its board of directors, both of which helped inform this plan. Alignment with City Council’s Vision and Strategic Plan: The approval of this agenda item aligns with Council’s vision for Economic Sustainability. Budgetary Impact: There is no impact to the General Fund. These funds are additional federal funds being passed through to the County which currently serves as the fiscal agent of the CACVB. Page 52 of 423 Recommendation: Staff recommends approval and appropriation of funds. Alternatives: If City Council chooses not to appropriate the funds, use of the funds will be in jeopardy. Attachments: Appropriation Page 53 of 423 APPROPRIATION Charlottesville Albemarle Convention and Visitors Bureau Budget Supplemental Appropriation of Virginia Tourism Corporation American Rescue Plan Act Funds $280,000 WHEREAS, the City of Charlottesville and Albemarle County jointly fund the efforts of the Charlottesville Albemarle Convention and Visitors Bureau (CACVB); and WHEREAS, the Commonwealth of Virginia has chosen to allocate a portion of its American Rescue Plan Act (ARPA) funding to the Virginia Tourism Corporation (VTC) in support of enhancing the impact of tourism throughout the state; and WHEREAS, VTC has determined a mechanism for distributing these funds by locality and the City of Charlottesville and Albemarle County working with the CACVB to develop a coordinated plan to increase awareness of the Charlottesville and Albemarle markets; and WHEREAS, this plan has been approved by VTC; NOW, THEREFORE BE IT RESOLVED by the Council of the City of Charlottesville, Virginia, that the sum of $280,000 is hereby appropriated as a supplemental appropriation in the following manner: Revenue – $280,000 Fund: 209 Internal Order: 1900462 G/L Account: 430120 $280,000 Expenditures - $280,000 Fund: 209 Internal Order: 1900462 G/L Account: 540100 $260,000 Fund: 209 Internal Order: 1900462 G/L Account: 530670 $20,000 BE IT FURTHER RESOLVED, that this appropriation is conditioned upon the receipt of $280,000 from Virginia Tourism Corporation’s ARPA funding and shall hereby be considered a continuing appropriation and shall not be deemed to expire unless further altered by Council. Page 54 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL AGENDA Agenda Date: April 4, 2022 Action Required: Approval of Refund of Business License Tax Payment Presenter: Todd Divers, Commissioner of the Revenue Staff Contacts: Jason Vandever, City Treasurer Todd Divers, Commissioner of the Revenue Title: Refund of Business License Tax Background: Entity is a contracting company that incorrectly filed and paid for a 2020 business license for a project that was located in Albemarle County. The filing and payment was timely. The entity subsequently discovered that it should have applied for and paid for a license in Albemarle County. It then applied to the Commissioner of the Revenue for a refund of the license tax paid in error. The City is required to refund business license taxes paid in error with interest per Code of Virginia 58.1-3703.1 (A) (2) (e). The amount paid for the 2020 business license was $11,200. In addition, Code of Virginia 58.1-3703.1(A)(2)(e) states: “Interest shall be paid on the refund of any BPOL tax from the date of payment or due date, whichever is later, whether attributable to an amended return or other reason. Interest on any refund shall be paid at the same rate charged under 58.1-3916.” The interest amount is $1,686.44. Discussion: City Code requires Council approval for any tax refunds resulting from an erroneous assessment in excess of $2,500 (City Code Sec. 30-6b). Payment of interest is also required in accordance with Section 14-12(g) of the Charlottesville City Code. Per City Code Sec. 30-6(b), the Commissioner of the Revenue has provided to the City Attorney information necessary to enable her to consent to the determination of the Commissioner of the Revenue that the tax paid by the taxpayer was erroneous and should therefore be refunded. The refund has therefore been approved for presentment to Council by the City Attorney, Commissioner of the Revenue, and City Treasurer. Alignment with City Council’s Vision and Strategic Plan: n/a Page 55 of 423 Budgetary Impact: The refund will reduce current year Business License Tax revenue (GL 410150) by $12,886.44. Alternatives: None. Recommendation: Approval of the tax refund. Suggested Motion: “I move the RESOLUTION authorizing a refund of $12,866.44 to a taxpaying entity or business, for business license taxes paid in error for 2020” Attachments: Interest Calculation Council Resolution Page 56 of 423 Page 57 of 423 Suggested Motion: “I move the RESOLUTION authorizing a refund of $12,866.44 to a taxpaying entity or business, for business license taxes paid in error for 2020” RESOLUTION Authorizing a refund of $12,866.44 to a taxpaying entity or business, for business license taxes paid in error for 2020 WHEREAS, the Commissioner of the Revenue has determined that a taxpaying entity or business paid 2020 Business License Tax to the City of Charlottesville in error; and WHEREAS, that taxpaying entity or business has requested a refund of the amount paid in error; and WHEREAS, the Commissioner of the Revenue has certified that a refund of taxes paid is due in the amount of $12,866.44; and WHEREAS, City Code Section 30-6(b) requires City Council approval for any tax refund exceeding $2,500.00; now, therefore, BE IT RESOLVED by the Council for the City of Charlottesville, Virginia, that the City Council hereby authorizes the City Treasurer to issue a refund of $12,886.44, payable to that taxpaying entity or business. Page 58 of 423 CITY COUNCIL AGENDA PLACEHOLDER (Budget Documents are available on the City website at https://www.charlottesville.gov/169/Budget Page 59 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL AGENDA Agenda Date: April 4, 2022 Action Required: Approval of Resolution (1st of 2 Readings) Presenter: Tony Edwards, Public Works Development Services Manager Staff Contacts: Jack Dawson, City Engineer Tony Edwards, Public Works Development Services Manager Title: State Of Good Repair (SGR) for Dairy Road Bridge Replacement – Appropriation of $7,210,664.00 Background: The Code of Virginia authorizes the Commonwealth Transportation Board (CTB) to use funds allocated to State of Good Repair (SGR) purposes for reconstruction of structurally deficient locally owned bridges. Dairy Road Bridge has been classified as structurally deficient for its deck elements. However, it should be noted that while these bridges may be classified as structurally deficient, they are adequate to support the required loads of today’s vehicles. Structurally deficient is classified as a Condition Rating score of 0-4 out of 10. None of the Dairy Road Bridge elements have a rating below 4; nonetheless, the CTB’s SGR funding is available to completely replace the bridge. Following the improvements, each bridge element should have a minimum rating of 5 or greater, so that it will be off the “impaired” list. In April 2021 the City Manager executed a Standard Project Administration Agreement (“Agreement”), agreeing to undertake a complete replacement of the Dairy Road Bridge (over Rt. 250), with funding allocated by the Virginia Department of Transportation (VDOT). In June 2021 the CTB approved the prioritization process and methodology for selecting State of Good Repair (SGR) Bridge projects. In August 2021 the City was fortunate to receive approval for 100% SGR funding, and VDOT executed the Project Administration Agreement. Discussion: At this time, Staff is requesting that $7,210,664.00 be appropriated to be expended for the costs of a new Capital Project (Dairy Road Bridge Replacement). Public Works plans to conduct the bridge replacement as a Design Build Project, and the design- build process has been authorized by the City’s Procurement Manager in accordance with the City’s policy and state regulations regulating design build projects. Page 60 of 423 Community Engagement: A Public Hearing will be held to provide the opportunity for community input on the design for the bridge replacement. In addition, once the demolition/construction process commences, Public Works Project Administration staff will issue notices and project updates to keep road users and the surrounding residents apprised of the project status and traffic impacts. Alignment with City Council’s Vision and Priority Areas: Approval of this agenda item will help meet the City’s commitment to create “a connected community” by improving our existing transportation infrastructure. In Addition, it would contribute to Goal 2 of the Strategic Plan, Be a safe, equitable, thriving, and beautiful community and objectives 2.3. Provide reliable and high-quality infrastructure. Budgetary Impact: The bridge replacement costs will need to initially be covered from City funds; however, the costs are 100% reimbursed by the awarded SGR funding. So long as reimbursement requests are timely made, there should be no budgetary impact within a given Fiscal Year. **The Budget Office will add this Project to the City’s Capital Improvements Plan for FY23 through FY27, noting that the costs ($7,210,664.00) are covered 100% ($7,210,664.00) by the SGR Funding. Therefore, there will be no impact on the availability of funding for other capital projects. Recommendation: Staff recommends approval of the attached Resolution and the creation of a new active Project line item within the City’s Capital Improvements Plan. Alternatives: N/A Attachment (1): Proposed Resolution Page 61 of 423 RESOLUTION Appropriating State of Good Repair Funding in the amount of $7,210,664.00 Awarded by the Commonwealth of Virginia for Costs of Replacement of the Dairy Road Bridge WHEREAS the City of Charlottesville has been notified that the Commonwealth has awarded state funding in the amount of $7,210,664.00 from the Commonwealth’s State of Good Repair Program (“SGR Funding”), for a locally-administered transportation construction project to replace the Dairy Road Bridge (“Project”), and the awarded funding covers one hundred percent (100%) of the costs of engineering, design, project administration and construction; and WHEREAS the Department of Public Works is prepared to commence work on the Project, using a design-build procurement process; therefore, the award of this funding allows the Project to be promoted to an active Capital Project within the City’s Capital Improvements Plan, beginning in Fiscal Year 2023; and WHEREAS the SGR Funding will be payable to the City on a reimbursement basis, and the Department of Public Works expects to submit reimbursement applications periodically over the course of the Project; NOW, THEREFORE BE IT RESOLVED by the Council of the City of Charlottesville, Virginia that, upon receipt of each reimbursement payment from the Commonwealth for the Project, the SGR Funding received shall be appropriated to the following accounts: Revenues $7,210,664 Fund: 426 WBS: P-01068 G/L Account: 430110 Expenditures 7,210,664 Fund: 426 WBS: P-01068 G/L Account: 599999 Page 62 of 423 [crrv OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL AGENDA !Agenda Date: April 4, 2022 Action Requested: Resolution (2 readings) Presenter: Alex Ikefuna, Interim Director, Office of Community Solutions Staff Contacts: Alex Ikefuna, Interim Director, Office of Community Solutions Brenda Kelley, Redevelopment Manager, Office of Community Solutions Title: Award of FY22 Charlottesville Affordable Housing Funds (CAHF) Background: The City's FY21/22 budget included funding the Charlottesville Affordable Housing Fund (CAHF). A Notice of Funding Availability (NOFA) to accept applications for $750,000 in available funding was issued January 21, 2022, with applications due Februaty 18, 2022. Seven (7) applications were received (see application summary attached as an Exhibit). The recommendations for FY22 CAHF allocations are presented below. Discussion: Staff received seven (7) applications for CAHF funding by the submission deadline. The application review was done by a seven-person technical team composed of city staff and a representative from the Housing Advisory Committee (HAC). Summaries of the proposals are as follows (the applications are attached as Exhibits): Project: Assisted Home Performance and Electrification Ready (AHP) - Owner Occupied Applicant: Local Energy Alliance Program (LEAP) CAHF Request: $125,000 This program will assist 14-18 low-income households with whole-house energy-efficiency solutions, increasing comfort and indoor air quality while reducing energy bills. The improvements will assist in keeping existing affordable housing stock affordable, by reducing maintenance costs (e.g. better ventilation reduces mold and rot), reducing ownership cost through energy bill reduction, and improving home comfort and health outcomes. Additionally, if the home heating system is a good fit for electrification (the switching from a fossil-fuel-fired furnace or water heater to a high­ efficiency electric heat pump system), LEAP will also make those necessary improvements. Project: Assisted Home Performance and Electrification Ready (AHP) - Renter Occupied Page 63 of 423 Applicant: Local Energy Alliance Program (LEAP) CAHF Request: $100,000 This program will assist 10-14 low-income renters by improving their homes' with whole-house energy-efficiency solutions, increasing comfort and indoor air quality while reducing energy bills. The improvements will assist in keeping existing affordable housing stock affordable, by reducing energy bills and improving home comfort and health outcomes. Additionally, if the home heating system is a good fit for electrification (the switching from a fossil-foel-fired furnace or water heater to a high-efficiency electric heat pump system), LEAP will also make those necessary improvements. Project: South First Phase Two Applicant: Charlottesville Redevelopment and Housing Authority (CRHA) CAHF Request: $750,000 The proposed South First Phase Two project will construct a new, 113-unit multi-family rental development on the site of the current South First Street public housing development located at 900 First Street South ... The mix of income levels include at least 12 households at or below 30% of AMI, 45 households at or below 50% of AMI, and 56 households at or below 60% of AMI. .. Project: Equity Homeownership Initiative 2022 Applicant: Habitat for Humanity of Greater Charlottesville CAHF Request: $435,000 (Lot Acquisition $360,000; Down Payment Assistance $75,000) Funding is requested to suppo1t lot acquisition and/or paitial site development for 12 affordable townhome units in the new Flint Hill neighborhood of the City... Funding is also requested for down payment assistance for families at or below 30% of AMI when they enter the Habitat program. Habitat is requesting an average of $15,000 for five families. Project: Gas Furnace Replacement Applicant: The Arc of the Piedmont CAHF Request: $6,739.00 This project will replace the original gas furnace at the Arc of Piedmont's group home at 222 Shamrock Road in the City of Charlottesville. Project: Charlottesville Critical Repair Program Applicant: Albemarle Housing Improvement Program (AHIP) CAHF Request: $250,000 Funds will provide for critical home repairs for low-income homeowners in the City of Charlottesville. Funds will enable AHIP to serve 25 to 50 Charlottesville households (with an anticipated investment of $5,000 to $10,000 in CAHF funds per project). Funds will enable AHIP to promptly respond to emergencies and serve more city residents who call us for assistance. We will also be able to move program participants through our program more quickly and efficiently. The purpose of this work is to keep household members safe, healthier, and more secure through improving, modernizing, and preserving their home. Project: MACAA Development Applicant: Piedmont Housing Alliance 2 Page 64 of 423 CAHF Request: $3,000,000 This project provides a diversity of affordable housing options for people experiencing low incomes within a high-opportunity neighborhood just one mile from a local job center in downtown Charlottesville and meets a critical need for affordable housing in the Charlottesville area ... The proposal reflects a partnership between four organizations, all of which focus efforts on the support of people experiencing low-incomes as a central part of their mission. The four organizations are partnering on the redevelopment of the MA CAA location to pursue and integrated spectrum of affordable rental housing, affordable homeownership opportunities, and a new modern early childhood center. Piedmont Housing Alliance is acting as the lead developer overall as well as the lead developer of the affordable rental homes, aiming to partner with the Charlottesville Redevelopment and Housing Authority (CRHA) to dedicate a mixture of public housing units and project-based vouchers integrated with the rental buildings. MACAA, the current owner of the property, will develop classrooms in which to operate its Head Start program onsite. Habitat for Humanity of Charlottesville will build townhomes and duplexes on the site to provide affordable homeownership opportunities. The Charlottesville Affordable Housing Plan recommends that targeted funding awards should be allocated as follows· Level of Amount of Households Served Funding Funding Tier 1 $375,000 serving households with incomes up to 30% of Area Median Income (AMI) Tier 2 $225,000 serving households with incomes up to 60% of Area Median Income (AMI) Tier 3 $150,000 serving households with incomes up to 80% of Area Median Income (AMI) However, if City Council approves the allocation as recommended by the HAC, funding by Tier level as recommended by staff, should be awarded as follows· Level of Amount of Households Served Funding Funding Tier 1 $495,000 serving households with incomes up to 30% of Area Median Income (AMI) Tier 2 $245,000 serving households with incomes up to 60% of Area Median Income (AMI) Tier 3 $10,000 serving households with incomes up to 80% of Area Median Income (AMI) After careful consideration and discussion of all applications, the technical team recommended the following awards of CAHF funding: • CRHA; South First Phase 2; $350,000 • Habitat for Humanity of Greater Charlottesville; Equity Homeownership Initiative 2022 Down Payment Assistance; $75,000 • Piedmont Housing Alliance; MACAA Development; $175,000 3 Page 65 of 423 • Albemarle Housing Improvement Program (AHIP); Charlottesville Critical Repair Program; $100,000 • Local Energy Alliance Program (LEAP); Assisted Home Performance and Electrification Ready (AHP) - Renter Occupied; $50,000 T he Housing Advisory Committee (HAC) was advised of the technical team's recommendations p rior to this agenda memo being finalized. The HAC requested a full review and recommendation of t he applications. A HAC subcommittee met on March 16th and March 24 th to review and discuss the applications. Subsequent to the first team review and recommendation of applications, we learned t hat Piedmont Housing Alliance did not make a Low Income Housing Tax Credit (LIHTC) a pplication in March 2022 for the MACAA project. Because of this, the HAC subcommittee r ecommended that the Piedmont Housing Alliance MACAA project application should not be f unded and those funds previously recommended by the technical review team ($175,000) be r eallocated to other applications. The final recommendation by the HAC subcommittee is as follows: • CRHA; South First Phase 2; $425,000 • Habitat for Humanity of Greater Charlottesville; Equity Homeownership Initiative 2022 Down Payment Assistance; $75,000 • Albemarle Housing Improvement Program (AHIP): Charlottesville Critical Repair Program; $100,000 • Local Energy Alliance Program (LEAP); Assisted Home Performance and Electrification Ready (AHP) - Owner Occupied; $50,000 • Local Energy Alliance Program (LEAP); Assisted Home Performance and Electrification Ready (AHP) - Renter Occupied; $100,000 Alignment with City Council's Vision and Strategic Plan: The overall funding of affordable housing initiatives supports City Council's visions of Quality Housing Opportunities for All; A Green City; Community of Mutual Respect; and Smati, Citizen­ Focused Government. Approval of this request is also supp01ied by the following: Strategic Plan Goals: • Goal 1.3: Increase affordable housing options • Goal 1.4: Enhance financial health of residents • Goal 1.5: Intentionally address issues of race and equity • Goal 2.3: Improve community health and safety outcomes by connecting residents with effective resources Comprehensive Plan Guiding Principles (2021 ): • Equity & Opportunity - All people will be able to thrive in Charlottesville. 4 Page 66 of 423 • Community Culture & Unity - Charlottesville's rich and diverse culture and form will be celebrated, and the entire community will feel welcomed, valued and respected. • Local & Regional Collaboration - From the neighborhood to the region, open conversations and partnerships will make the city stronger. • Environmental Stewardship & Sustainability - The Charlottesville community will demonstrate enviromnenlal and climate leadership. • (Numerous Goals in the Comprehensive Plan also support this request). Community Engagement: This CAHF allocation is in keeping with the provisions in the Affordable Housing Plan and 2021 Comprehensive Plan that were recommended by the Planning Commission and approved by the City Council. Both documents went through an extensive public engagement process. Also, the application review was done by a seven-person team composed of city staff and a representative from the Housing Advisory Committee (HAC). Budgetary Impact: This request does not encumber any additional funding from the City budget. CAHF funding is allocated in the Capital Improvement Program (CIP) FY2 l/22 budget. This approval allocates this FY21/22 CIP funding. Recommendation: Staff recommends City Council approve the attached Resolutions awarding CAHF funding. If approved, the funding will support various levels of affordable housing, as follows: Level of funding: Tier 1 - serving households with incomes up to 30% AMI: • CRHA; South First Phase Two; $375,000 • Habitat for Humanity of Greater Charlottesville; Equity Homeownership Initiative 2022 Down Payment Assistance; $75,000 • Local Energy Alliance Program (LEAP); Assisted Home Performance and Electrification Ready (AHP) - Owner Occupied; $25,000 • Local Energy Alliance Program (LEAP); Assisted Home Performance and Electrification Ready (AHP) - Renter Occupied; $20,000 Level of funding: Tier 2 - serving households with incomes up to 60% AMI: • CRHA; South First Phase Two; $50,000 • Albemarle Housing Improvement Program (Al-lIP); Charlottesville Critical Repair Program; $100,000 • Local Energy Alliance Program (LEAP); Assisted Home Performance and Electrification Ready (AHP) - Owner Occupied; $25,000 5 Page 67 of 423 • Local Energy Alliance Program (LEAP); Assisted Home Performance and Electrification Ready (AHP) - Renter Occupied; $70,000 Level of funding: Tier 3 - serving households with incomes up to 80% AMI: • Local Energy Alliance Program (LEAP); Assisted Home Performance and Electrification Ready (AHP) - Renter Occupied; $10,000 Alternatives: City Council could decide to provide the recommended projects with different levels offunding than those recommended. Council could also decide to fund a different set ofthe projects outlined above, or choose to not award any funding for any of these projects at this time. Attachments: • Resolutions (including suggested motions) • Summaty of CAHF applications received • CAHF applications 6 Page 68 of 423 Suggested motion: "/ move the Resolution allocating CAHFfunding for CRHA South First Phase Two project, in the m110w1t of$425,000" RESOLUTION Allocation of Charlottesville Affordable Housing Fund (CAHF) for Charlottesville Redevelopment and Housing Authority (CRHA) South First Phase Two - - $425,000 NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Charlottesville, Virginia that the sum of $425,000 be allocated from previously appropriated funds in the Charlottesville Affordable Housing Fund (CAHF) to Charlottesville Redevelopment and Housing Authority (CRHA) for the purpose of providing funds for the South First Phase Two project. Fund: 426 Project: CP-084 G/L Account: 530670 Charlottesville Redevelopment and Housing Authority (CRHA) $425,000 Approved by Council April 18, 2022 Kyna Thomas Clerk of Council 7 Page 69 of 423 Suggested motion: "I move the Resolution a/locating CAHFJwuli11gfor Habitat for Humanity of Greater C/wrlottes11ille Equity Homeownership Initiative 2022 Down Paymen t Assistance project, i11 the m1101111t of$75,000" RESOLUTION Allocation of Charlottesville Affordable Housing Fund (CAHF) for Habitat for Humanity of Greater Charlottesville Equity Homeownership Initiative 2022 Down Payment Assistance - - $75,000 NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Charlottesville, Virginia that the sum of $75,000 be allocated from previously appropriated funds in the Charlottesville Affordable Housing Fund (CAHF) to Habitat for Humanity ofGreater Charlottesville for the purpose of providing funds for the Equity Homeownership Initiative 2022 Down Pay ment Assistance program. Fund: 426 Project: CP-084 G/L Account: 530670 Habitat for Humanity of Greater Charlottesville $75,000 Approved by Council April 18, 2022 Kyna Thomas Clerk of Council 8 Page 70 of 423 Suggested motion: "/ move tile Resolution allocati11g CAHF ftmdi11gfor Albemarle Housi11g Improve111e11t Program Charlottesville Critical Repair program, in tile a11101mt of $100,000" RESOLUTION Allocation of Charlottesville Affordable Housing Fund (CAHF) for Albemarle Housing Improvement Program (AHIP) Charlottesville Critical Repair Program - - $100,000 NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Charlottesville, Virginia that the sum of $100,000 be allocated from previously appropriated funds in the Charlottesville Affordable Housing Fund (CAHF) to Albemarle Housing Improvement Program (AHIP) for the purpose of providing funds for the Charlottesville Critical Repair program. Fund: 426 Project: CP-084 G/L Account: 530670 Albemarle Housing Improvement Program (AHIP) $100,000 Approved by Council April 18, 2022 Kyna Thomas Clerk of Council 9 Page 71 of 423 Suggested motion: "I move tlze Resolution allocatiug CAHFfundiugfor Local Energy Alliance Assisted Home Pe,formance and Electrification Ready- Owner Occupied project, ill tlze a11101111t of$50,000" RESOLUTION Allocation of Charlottesville Affordable Housing Fund (CAHF) for Local Energy Alliance Program (LEAP) Assisted Home Performance and Electrification Ready (AHP) - Owner Occupied - - $50,000 NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Charlottesville, Virginia that the sum of $50,000 be allocated from previously appropriated funds in the Charlottesville Affordable Housing Fund (CAHF) to Local Energy Alliance Program (LEAP) for the purpose ofproviding funds for the Assisted Home Performance and Electrification Ready (AHP)­ Owner Occupied program. Fund: 426 Project: CP-084 GIL Account: 530670 Local Energy Alliance Program (LEAP) $50,000 Approved by Council April 18, 2022 Kyna Thomas Clerk of Council 10 Page 72 of 423 Suggested motion: "I move tlte Resolution (ll/ocati11g CAHFfwulingfor Loc(I/ Energy Alliance Assisted Home Pe,fomumce and Electrification Ready - Renter Occupied project, ill tlte ll/llOllllt of$100,000" RESOLUTION Allocation of Charlottesville Affordable Housing Fund (CAHF) for Local Energy Alliance Program (LEAP) Assisted Home Performance and Electrification Ready (AHP) - Renter Occupied - - $100,000 NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Charlottesville, Virginia that the sum of $100,000 be allocated from previously appropriated funds in the Charlottesville Affordable Housing Fund (CAI-IF) to Local Energy Alliance Program (LEAP) for the purpose of providing funds for the Assisted Home Performance and Electrification Ready (AHP) - Renter Occupied program. Fund: 426 Project: CP-084 G/L Account: 530670 Local Energy Alliance Program (LEAP) $100,000 Approved by Council April 18, 2022 Kyna Thomas Clerk of Council 11 Page 73 of 423 CAHF Applications Received by 2/18/22 $750,000 Available Organization Project Name Total Funding Requested Purpose of Requested Funding Funding Tier 1 TierZ Tier3 Requested <30%AMI <60%AMI <80%AMI LEAP Assisted Home Performance $125,000 $25,000 $75,000 $25,000 Rehabilitation and Electrification Ready (AHP) Other: Energy Efficiency - Owner Occupied retrofits with health and safety repairs LEAP Assisted Home Performance $100,000 $20,000 $70,000 $10,000 Rehabilitation and Electrification Ready (AHP) Other: Energy Efficiency - Renter Occupied retrofits with health and safety repairs Charlottesville South First Street Phase 2 $750,000 $375,000 $225,000 $150,000 Multi-family, New Construction Redevelopment and Housing Authority Habitat for Equity Homeownership $435,000 $75,000 $225,000 $135,000 New Construction, Acquisition, Humanity of Initiative 2022 Rehabilitation and Enhanced Greater Down Payment Assistance; Charlottesville Multi-family and detached and attached Single family The Arc of the Gas Furnace Replacement $6,739 $6,739 Other: replacement Piedmont Albemarle Charlottesville Critical Repair $250,000 $100,000 $100,000 $50,000 Rehabilitation Housing Program Improvement Program {AH IP) Piedmont MACAA Development $3,000,000 $1,650,000 $1,350,000 Acquisition; Multi-family New Housing Alliance Construction Totals $4,666,739 $2,251,739 $2,045,000 $370,000 Page 74 of 423 City of Charlottesville Affordable Housing Fund (CAHF) Application (all items must be completed) Applicant Information Total Amount of CAHF funds requested: $125,000 Check Amount of CAHF Level of Typical Households Served Tier Funds Requested Funding Amount of Applying by Tier Funding For Available xx $25,000 Tier 1 $375,000 serving households with incomes up to 30% of Area Median Income {AMI) xx $75,000 Tier 2 $225,000 serving households with incomes up to 60% of Area Median Income (AMI) xx $25,000 Tier 3 $150,000 serving households with incomes up to 80% of Area Median Income (AMI) Organization name: Local Energy Alliance Program Contact name: Chris Meyer Title: Executive Director Organization Address: 608 Ridge Street Phone: 434.227.4666 Email: chris@leap-va.org Page 75 of 423 Project Information Project Name: Assisted Home Performance and Electrification Ready (AHP) - Owner Occupied Project Location: All of Charlottesville Purpose of requested funding: (check all that apply) New Construction _ _ Acquisition _xx_ Rehabilitation _ _ Rent Subsidy _ _ Operating/Administration _xx_ Other: Energy Efficiency retrofits with health and safety repairs Project type: (check all that apply} _ _ Multi-family _xx_ Single family {detached) _xx_ Single family (attached} _xx_ Rehabilitation New Construction _ _ Acquisition _xx_ Other: Will assist all housing types including manufactured homes that are owner occupied. Page 76 of 423 Income restrictions on project (indicate number of units meeting each Area Median Income (AMI) category: Incomes less than 30% AMI Incomes between 30% and 40% AMI Incomes between 40% and 50% AMI Incomes between 50% and 60% AMI Incomes between 60% and 80% AMI Unrestricted units (>80% AMI) Total Units Term of Affordability (indicate number of units meeting each affordability term): less than 2 years 2 - 5 years 5 - 10 years 10 - 15 years 15 - 20 years 20- 30 years more than 30 years Total Units Page 77 of 423 Project Proposal: Please provide following information as separate attachments to the application: 1. Project Description -- Provide a description of the proposed project. Include: project type and location, short and long term goals, the population(s) to be served. Discuss plans for accessibility/adaptability, energy conservation and/or any green building components. This program will assist 14-18 low-income households (in a mix of the three income tiers provided) with whole-house energy-efficiency solutions, increasing comfort and indoor air quality while reducing energy bills. The improvements will assist in keeping existing affordable housing stock affordable, by reducing maintenance costs (e.g. better ventilation reduces mold and rot), reducing ownership cost through energy bill reduction, and improving home comfort and health outcomes. Additionally, if the home heating system is a good fit for electrification (the switching from a fossil-fuel-fired furnace or water heater to a high-efficiency electric heat pump system), LEAP will also make those necessary improvements. Program Scope of Work includes: o Pre-qualification of homeowners o Collection of utility usage from the year prior to work commencing (to the greatest extent feasible, when data is available) o Comprehensive Home Energy Audit performed by LEAP staff. Audit shall meet Building Performance Institute standards. Energy conservation, water conservation, occupant comfort, and health and safety improvements based upon recommendations from the energy audit report could include: • Improvements to facilitate Beneficial Electrification • Air sealing Duct sealing Insulation (attic, walls, basement, crawl space) • Crawlspace/Foundation insulation HVAC system tune-up HVAC system replacement • Ductwork reconfiguration • Water heater replacement • Hot water pipe insulation • Ventilation improvements and moisture control (bath fans, kitchen range exhaust, dehumidifiers, etc.) • Installing CO and smoke detectors Beneficiaries would be income qualified using the current HUD Income Limit guidelines (or 2023 when released}. LEAP already maintains a list of income-qualified households waiting Page 78 of 423 for this type of assistance. A minimum of 14 households are to be assisted. LEAP will prioritize participants for the program who reside in the CDBG priority neighborhoods of Rose Hill, 10th and Page, Fifeville, Ridge Street, and Belmont. LEAP's headquarters is located on Ridge Street and neighbors Fifeville. By starting with a Home Energy Assessment, LEAP identifies the unique opportunities to reduce energy usage in each home. Combined with leveraging other programs from Dominion Energy and the City, LEAP can do 'deep' dives into the house that often require systemic fixes (like duct sealing and a new electric heat pump) to maximize energy savings. By ensuring that each home receives a unique solution set and delivering multiple improvements within a home, LEAP maximizes the energy savings for the homeowner while delivering services in a cost-effective manner to the City and client. LEAP uses our own set of experienced analysts to assess homes and discuss each home's particular needs with the client. All of the home improvements LEAP makes have been proven over the years, through independent research, to save energy and money. Because Dominion's energy-efficiency programs are regulated, much of the programming LEAP implements is frequently reviewed by the State Corporation Commission and found to be cost-effective in reducing energy use. Equipment replacements are independently rated for energy usage in order to determine the efficacy of each individual piece of equipment. LEAP's project managers are certified and take continuing education courses to ensure that the solutions they're suggesting or implementing for low-income households are the most appropriate and up-to-date options available. Finally, LEAP currently reports to the City on energy savings for a similar program and has consistently met its goal of more than 20% energy savings on average for clients served. This 20% savings equates to an ongoing annual savings of$350/vear {nearly $30/month/ for an 1800 sqft. 3-4 bedroom house built 50-60 years ago. 2. Demonstration of Need -- Describe how the project contributes to the City of Charlottesville's housing goals. Per the City's own Affordable Housing Plan (slide 147), energy efficiency rehabilitation and retrofits are one of the explicitly listed activities to be supported and implemented. This project takes what is on paper and makes it a reality. It will assist in keeping existing affordable housing units affordable or maintaining the stock. It will also, in many cases, be leveraging external funding from Dominion Energy's low-income energy-efficiency program ($1-to-$1 or greater in most cases) which will mean additional funding being sourced to support the City's goals. The project will also target households in all three income tiers, with the majority expected to be in the tier below 60% AMI. 3. Demonstration of Equity- Describe how this project demonstrates and promotes equitable housing needs and economic opportunity for low-income Page 79 of 423 residents in the City of Charlottesville. All homeowners should feel comfortable in their homes and have an energy burden - or cost to heat and cool their home - that is bearable. However, for /ow-income households, their housing often lacks proper insulation levels, is under maintained with older, inefficient equipment, and thus, is relatively more expensive to heat and cool compared to a middle-higher income home. This project seeks to address the home comfort AND energy burden aspects of homeownership for low-income households. It will reduce energy bills and long-term maintenance costs, which will keep the housing stock affordable for longer and allow savings on energy bills to be spent on other household needs. 4. Project Readiness -- Provide evidence of: organizational experience and capacity to manage the project; pursue and acquire land, site control, required zoning variance and permitting (if applicable}; financial commitments for the projects; community engagement plan (if applicable}; resident relocation plan (if applicable}; plans for preparation and coordination of necessary public meetings (if applicable}. LEAP maintains a waitlist of income-qualified households already audited who are waiting for funding - as of the end ofJanuary 2022, the list numbered 10. Through outreach with partners such as the Community Climate Collaborative, Charlottesville Gas, past client referrals, and other channels, we typically add 4-5 income-qualifying households to our raster of clients needing assistance each month. LEAP has a dedicated audit team and weatherization crews for the Charlottesville area that serves 40 households a month. Our client coordination team is experienced in coordinating necessary oversight and paperwork with the City's legal office and securing necessary signatures fram clients. One of LEAP's coordinators is a notary and will go to a home to get a notarized signature, if necessary, in order to move a project forward administratively. LEAP would anticipate spending a $125,000 project allocation {14-18 clients) in 9-12 months. The maximum of 12 months would likely only be necessary if we were to receive additional external funding that we would prioritize spending instead of the City's resources. In the calendar year of 2021, LEAP served 263 /ow-income single-family households with a range of energy-efficiency services, around 22 households a month. We are capable of serving 14-18 households over 9-12 months. 5, Project Budget -- Provide a detailed description of the proposed project budget showing sources and uses and amounts of additional funding. LEAP's budget for the entire Assisted Home Performance program for low-income homeowners in the City of Charlottesville is $375,000. Of that amount, LEAP is requesting $125,000 from the CAHF with another chunk potentially coming from the City's HOME allocation, and the balance of$187,500 projected to be covered by Page 80 of 423 Dominion Energy. iAssisted Home Performance Owner Occupied Budget Funding Splits Avg Cville !item 'Units ;cosUunit Total HOME Cville CAHF Dominion ' iEnergy Efficiency retrofit !mid-range 40 $5,ooo: $200,000 $40,000 $50.000 $110,000 !Energy Efficiency retrofit •high-range 10 $10,000 $100.000 $10,000 $50.000 $40,000 iOverhead (25%) $75.oool $12,500 $25.000 $37,500 Total $375,oooj $62.500 i $125,000 $187,500 The majority of projects LEAP would implement would max out at around $5,000 of provided support, to align with the City's Housing Affordability Policy (HAP) for when a lien on the deed is not required. A smaller portion of participants would receive up to $10,000 of assistance, which would require a lien on the deed for a number of years until the amount is amortized based on the HAP. Each home is different and would require different energy-efficiency measures, with differing costs depending on the home. However, a sampling of average costs for varying measures include: $2,000-$3,000 for attic insulation and air sealing, $8,500 to replace a heat pump, $2,500-$4,000 for a heat pump hot water heater replacement, $1,000 to replace an electric panel, and $450 to install a new bath fan. LEAP utilizes reimbursement rates for different measures provided by Dominion Energy and that have been reviewed by the State Corporation Commission. All of our work comes with industry-standard guarantees on equipment and workmanship in addition to LEAP being fully insured for any liability that may arise. LEAP's overhead rate is 25% for energy-efficiency work. Expenses in addition to the overhead covering client coordination/outreach and project administration/reporting, include: workers comp, general liability and other insurances needed, truck and equipment expense, and training and certification costs associated with maintaining LEAP's workforce. All of our full-time staff earn above a living wage and receive a full benefits package. 6. Project Schedule -- Indicate the proposed project schedule; timing of completed SAUs; pre- development, anticipated pursuit and acquisition timeline, site control, zoning approval, financing and construction milestones (if applicable) to project completion. Page 81 of 423 Because LEAP already has a list of low-income households waiting for improvements, as soon as the contract is signed, LEAP will start work on any necessary paperwork with the client to qualify them in the City's system. Within the first manth, at least 2-3 households would be served. Over the next 5 months, an additional 2-3 households would be served for a total of at least 12 households served in the first six months. Over the next three months, the remaining 4-6 households would be served. The final three months would be utilized for any reporting and/or cushion time in case additional Dominion funding was allocated enabling LEAP to save City funding to be spent later. Again, we always try to utilize Dominion's funding first with the last three months of the calendar year (Oct-December) being when extra a/locations are normally awarded. LEAP can report every three months, or as desired by City staff 7. Experience -- Provide a summary of similar activities completed by the organization and project team. LEAP has a proven track record executing this type of work for the City over the last three years. Our team recently grew from a staff offive to 14 full-time employees serving the area, and accordingly increased our capacity. Our audit team reviews about 40 homes on average each month, and about 20 of those in the Greater Charlottesville area receive weatherization measures from our crews. All of our auditors are certified through the Building Performance Institute, have worked for LEAP for at least one year, and are familiar with these types of projects as well as how to ensure their prompt implementation. LEAP's network of trade allies (HVAC contractors, plumbers, and others) are responsive and complete work 2-3 weeks after being contracted. LEAP is currently executing this project with CDBG and HOME funding worth nearly $100,000. We have nearly spent down that funding in 7 months, prioritizing Dominion Energy funding over City funds in November and December of 2021. LEAP now serves low-income households throughout Northern and Central VA with similar energy-efficiency measures. 8. Capacity- Provide a detailed description to demonstrate the applicant's ability to complete this project within 24 months. LEAP's professional staff, consisting of Executive Director {Chris Meyer), Technical Director (Wilson Ratliff), Marketing and Outreach Manager (Erin Morgan), and Client Relations Coordinator (Kara Chipiwalt} meet regularly to review program progress and reporting needs. This includes weekly meetings to review households in need of service, utilization of project management software, and frequent communication with grant coordinators to ensure quality control. The City of Charlottesville's Housing and Redevelopment staff {Erin Atak) can attest that LEAP has aggressively spent our current FY CDBG and HOME allocations exceeding plan and target. That includes reporting and invoicing in a timely manner, frequent and responsive communication, and management of multiple contracts with the City simultaneously. LEAP manages and implements, at any one time, more than 10 programs or unique sources of funding from the City of Charlottesville {3}, Albemarle County (1), foundation grants (2), and Utility programs (4) - all of which have their own reporting and administrative requirements. Page 82 of 423 9. Metrics - Provide a detailed description of the metrics used to measure success. LEAP developed program evaluation metrics together with relevant City staff to detail the most relevant energy-efficiency measurements. These include: Kilowatt Hours Saved, Therms Saved (natural gas clients), Measures Implemented, and Efficiency Gains. Additionally, LEAP collects socio-economic demographic data on Race, Age, Household Headship, Income, and Number of Inhabitants. Evaluation of the data collected previously helped to inform where marketing dollars and time should be spent in order to ensure we are reaching low-income clients of all races and in the neediest neighborhoods. Authorization: Organization Name: Local Energy Alliance Program Project Title: Assisted Home Performance and Electrification Ready {AHP) - Owner Occupied I, Chris Meyer, certify that I am authorized to apply for funding from the City of Charlottesville. I certify that all information contained herein is accurate to the best of my knowledge. 2/9/2022 Signaturature Date Chris Meyer Executive Director Print Name Title Page 83 of 423 Applications shall be submitted electronically via email in one complete .pdf package to: Brenda Kelley, Redevelopment Manager Office of Community Solutions kelleybr@cbaclottesville.gov (434) 970-3040 I t is the applicant's responsibility to insure that the application package is fully completed and received on or before the deadline. Applications received after the deadline will not be considered. Page 84 of 423 City of Charlottesville Affordable Housing Fund (CAHF) Application (all items must be completed) Applicant Information Total Amount of CAHF funds requested: $100,000 Check Amount of CAHF Level of Typical Households Served Tier Funds Requested Funding Amount of Applying by Tier Funding For Available xx $20,000 Tier 1 $375,000 serving households with incomes up to 30% of Area Median Income (AMI) xx $70,000 Tier 2 $225,000 serving households with incomes up to 60% of Area Median Income (AMI} xx $10,000 Tier 3 $150,000 serving households with incomes up to 80% of Area Median Income (AMI) Organization name: Local Energy Alliance Program Contact name: Chris Meyer Title: Executive Director Organization Address: 608 Ridge Street Phone: 434.227.4666 Email: chris@leap-va.org Page 85 of 423 Project Information Project Name: Assisted Home Performance and Electrification Ready (AHP) - Renter Occupied Project Location: All of Charlottesville Purpose of requested funding: (check all that apply) New Construction _ _ Acquisition _xx_ Rehabilitation _ _ Rent Subsidy _ _ Operating/Administration _xx_ Other: Energy Efficiency retrofits with health and safety repairs Project type: (check all that apply) _ _ Multi-family _xx_ Single family (detached) _xx_ Single family (attached) _xx_ Rehabilitation New Construction _ _ Acquisition _xx_ Other: Will assist all housing types including manufactured homes that are owner occupied. Page 86 of 423 Income restrictions on project (indicate number of units meeting each Area Median Income (AMI) category: Incomes less than 30% AMI Incomes between 30% and 40% AMI Incomes between 40% and 50% AMI Incomes between 50% and 60% AMI Incomes between 60% and 80% AMI Unrestricted units (>80% AMI) Total Units Term of Affordability (indicate number of units meeting each affordability term): less than 2 years 2 - 5 years 5 - 10 years 10 -15 years 15 - 20 years 20 - 30 years more than 30 years Total Units Page 87 of 423 Project Proposal: Please provide following information as separate attachments to the application: 1. Project Description -- Provide a description of the proposed project. Include: project type and location, short and long term goals, the population(s) to be served. Discuss plans for accessibility/adaptability, energy conservation and/or any green building components. This program will assist 10-14 low-income renters (in a mix of the three income tiers provided) by improving their homes' with whole-house energy-efficiency solutions, increasing comfort and indoor air quality while reducing energy bills. The improvements will assist in keeping existing affordable housing stock affordable, by reducing energy bills and improving home comfort and health outcomes. Additionally, if the home heating system is a good fit for electrification (the switching from a fossil-fueljired furnace or water heater to a high-efficiency electric heat pump system), LEAP will also make those necessary improvements. Program Scope of Work includes: o Pre-qualification of households o Collection of utility usage from the year prior to work commencing (to the greatest extent feasible, when data is available) o Comprehensive Home Energy Audit performed by LEAP staff Audit shall meet Building Performance Institute standards. Energy conservation, water conservation, and health and safety improvements based upon recommendations from the energy audit report could include: Upgrades for Electrification, if needed • Air sealing • Duct sealing Adding insulation where needed (attic, walls, basement, crawl space) Encapsulating the crawl space HVAC system tune-up HVAC system replacement Ductwork reconfiguration • Water heater replacement • Insulating water heater and the supply and distribution pipes Installing ventilation where needed (bath fans, kitchen range exhaust, etc.) Installing CO and smoke detectors Beneficiaries would be qualified as 'low-income' using the 2023 HUD Income Limit guidelines (when released). LEAP already maintains a list of income-qualified households waiting for this type of assistance. A minimum of 10 rental households are to be assisted. LEAP will prioritize Page 88 of 423 participants for the program who reside in the CDBG priority neighborhoods of Rose Hill, 10th and Page, Fifeville, Ridge Street, and Belmont. LEAP's headquarters is located on Ridge Street and neighbors Fifeville. By starting with a Home Energy Assessment, LEAP identifies the unique opportunities to reduce energy usage in each home. Combined with leveraging other programs from Dominion Energy and the City, LEAP can do 'deep' dives into the house that often require systemic fixes (like duct sealing and a new electric heat pump) to maximize energy savings. By ensuring that each home receives a unique solution set and delivering multiple improvements within a home, LEAP maximizes the energy savings for the resident, while delivering services in a cost-effective manner to the City and client. LEAP uses our own set of experienced analysts to assess homes and discuss each home's particular needs with the client. All of the home improvements LEAP makes have been proven over the years, through independent research, to save energy and money. Because Dominion's energy-efficiency programs are regulated, much of the programming LEAP implements is frequently reviewed by the State Corporation Commission and found to be cost-effective in reducing energy use. Equipment replacements are independently rated for energy usage in order to determine the efficacy of each individual piece of equipment. LEAP's project managers are certified and take continuing education courses to ensure that the solutions they're suggesting or implementing for low-income households are the most appropriate and up-to-date options available. Finally, LEAP currently reports to the City on energy savings for a similar program and has consistently met its goal of more than 20% energy savings on average for clients served. This 20% savings equates on average to an ongoing annual savings of $350/year (nearly $30/month/ for an 1800 sgft. 3-4 bedroom house built 50-60 years ago. 2. Demonstration of Need -- Describe how the project contributes to the City of Charlottesville's housing goals. Per the City's own Affordable Housing Plan (slide 147), energy efficiency rehabilitation and retrofits are one of the explicitly listed activities to be supported and implemented. This project takes what is on paper and makes it a reality. It will assist in keeping existing affordable housing units affordable or maintaining the stock. It will also, in many cases, be leveraging external funding from Dominion Energy's low-income energy-efficiency program ($1-to-$1 or greater in most cases), which will mean additional funding being sourced to support the City's goals. The project will also target households in all three income tiers, with the majority expected to be in the tier below 60% AMI. 3. Demonstration of Equity - Describe how this project demonstrates and promotes equitable housing needs and economic opportunity for low-income residents in the City of Charlottesville. Page 89 of 423 All renters should feel comfortable in their homes and have an energy burden - or cost to heat and cool their home - that is bearable. The majority of low-income residents in the City are renters. However, for low-income renters, their housing often lacks proper insulation levels, is under maintained with older, inefficient equipment, and thus, is relatively more expensive to heat and cool compared to a middle-higher income home. This project seeks to address the home comfort AND energy burden aspects of low-income renters, reducing energy bills for participating Charlottesville residents. Renters face a split incentive challenge regarding energy-efficiency updates, because it is normally the responsibility of the landlord to pay for insulation and air sealing for example, but the landlord doesn't receive the savings and comfort benefits. If the renter makes those investments, but only plans to live in the property for a couple of years, they would never reap the full benefits of their investment. Thus, the need for this type of project. LEAP will target the program to landlords who themselves are lower-income qualified. We will not engage large, corporate owners of multiple rental properties. We will utilize the Housing Assistance Program's (HAP) policies associated with assisting renters, which will ensure a landlord can not raise rent on the tenant until the Deferred Loan's term is complete (1-3 years depending on the amount of benefit received}. 4. Project Readiness -- Provide evidence of: organizational experience and capacity to manage the project; pursue and acquire land, site control, required zoning variance and permitting (if applicable); financial commitments for the projects; community engagement plan (if applicable); resident relocation plan (if applicable); plans for preparation and coordination of necessary public meetings (if applicable). LEAP maintains a waitlist of income-qualified households, including renters already audited who are waiting for funding - as of the end ofJanuary 2022, the list numbered 10. Through outreach with partners such as the Community Climate Collaborative, Charlottesville Gas, past client referrals, and other channels, we typically add 4-5 income-qualifying households and renters to our roster of clients needing assistance each month. LEAP has a dedicated audit team and weatherization crews for the Charlottesville area that serves 40 households a month. Our client coordination team is experienced in coordinating necessary oversight and paperwork with the City's legal office and securing necessary signatures from clients and landlords. One of LEAP's coordinators is a notary and will go to a home to get a notarized signature, if necessary, in order to move a project forward administratively. LEAP would anticipate spending a $100,000 project allocation (10-14 clients) in 12-16 months. The maximum of 16 months would likely only be necessary if we were to receive additional Page 90 of 423 external funding that we would prioritize spending instead of the City's resources. In the calendar year of 2021, LEAP served 263 low-income single-family households with a range of energy-efficiency services, around 22 households a month. We are capable of serving 14-18 households over 9-12 months. 5. Project Budget -- Provide a detailed description of the proposed project budget showing sources and uses and amounts of additional funding. LEAP's budget for the entire Assisted Home Performance program for low-income renters in the City of Charlottesville is $200,000. Of that amount, LEAP is requesting $100,000 from the CAHF with the balance of $100,000 projected to be covered by Dominion Energy. iAssisted Home Performance Renters Funding Splits 'Item Units Avg cost/unit :Total City of Cville , Dominion IEnergy Efficiency retrofit mid-range 20 $5,000 $100,000 $55,000 $45,000 ,Energy Efficiency retrofit "high-range 6. $10,000 $60,000 $25,000 $35,000 :overhead (25%) $40,0001 $20,000 $20,000 Total $200,oooJ $100,000 $100,000 The majority of projects LEAP would implement would max out at around $5,000 of provided support, to align with the City's Housing Affordability Policy (HAP) for when a lien on the deed is not required. A smaller portion of participants would receive up to $10,000 of assistance, which would require a lien on the deed for a number of years until the amount is amortized based on the HAP. Each home is different and would require different energy-efficiency measures, with differing costs depending on the home. However, a sampling af average costs for varying measures include: $2,000-$3,000 for attic insulation and air sealing, $8,500 to replace a heat pump, $2,500-$4,000 for a heat pump hot water heater replacement, $1,000 to replace an electric panel, and $450 to install a new bath fan. LEAP utilizes reimbursement rates for different measures provided by Dominion Energy and that have been reviewed by the State Corporation Commission. All of our work comes with industry-standard guarantees on equipment and workmanship in addition to LEAP being fully insured for any liability that may arise. LEAP's overhead rate is 25% for energy-efficiency work. Expenses in addition to the overhead covering client coordination/outreach and project Page 91 of 423 administration/reporting, include: workers comp, general liability and other insurances needed, truck and equipment expense, and training and certification costs associated with maintaining LEA P's workforce. All of our full-time staff earn above a living wage and receive a full benefits package. 6. Project Schedule -- Indicate the proposed project schedule; timing of completed SAUs; pre- development, anticipated pursuit and acquisition timeline, site control, zoning approval, financing and construction milestones (if applicable} to project completion. Because LEAP already has a list of low-income households waiting for improvements, as soon as the contract is signed, LEAP will start work on any necessary paperwork with the client to qualify them in the City's system. However, the list of renters is currently not as robust as the list of homeowners, so time would also need to be dedicated to growing this list. Within the first month, we would assist at least 1 renter and average 1-2/month over the next 12 months, expecting to finish all projects no later than 15 months after commencement. We would add an additional three months for any reporting and/or cushion time in case additional Dominion funding was allocated enabling LEAP to save City funding to be spent later. Again, we always try to utilize Dominion's funding first, with the last three months of the calendar year {Oct-December) being when extra a/locations are normally awarded. LEAP can report every three months, or as desired by City staff. We anticipate that all reporting and grant expenditures will be finished no later than 18 months after signature, and likely earlier. 7. Experience -- Provide a summary of similar activities completed by the organization and project team. LEAP has a proven track record executing this type of work for the City over the last three years. Our team recently grew from a staff offive to 14 full-time employees serving the area, and accordingly increased our capacity. Our audit team reviews about 40 homes on average each month, and about 20 of those in the Greater Charlottesville area receive weatherization measures from our crews. All of our auditors are certified through the Building Performance Institute, have worked for LEAP for at least one year, and are familiar with these types of projects as well as how to ensure their prompt implementation. LEAP's network of trade allies {HVAC contractors, plumbers, and others) are responsive and complete work 2-3 weeks after being contracted. LEAP is currently executing this project with CDBG and HOME funding worth nearly $100,000. We have nearly spent down that funding in 7 months, prioritizing Dominion Energy funding over City funds in November and December of 2021. LEAP now serves low-income households throughout Northern and Central VA with similar energy-efficiency measures. Page 92 of 423 8. Capacity- Provide a detailed description to demonstrate the applicant's ability to complete this project within 24 months. LEAP's professional staff, consisting of Executive Director {Chris Meyer), Technical Director (Wilson Ratliff), Marketing and Outreach Manager (Erin Morgan), and Client Relations Coordinator (Kara Chipiwalt) meet regularly to review program progress and reporting needs. This includes weekly meetings to review households in need of service, utilization of project management software, andfrequent communication with grant coordinators to ensure quality control. The City of Charlottesville's Housing and Redevelopment staff (Erin Atak) can attest that LEAP has aggressively spent our current FY CDBG and HOME a/locations exceeding plan and target. That includes reporting and invoicing in a timely manner, frequent and responsive communication, and management of multiple contracts with the City simultaneously. LEAP manages and implements, at any one time, more than 10 programs or unique sources of funding from the City of Charlottesville (3), Albemarle County (1), foundation grants (2), and Utility programs (4) - all of which have their own reporting and administrative requirements. 9. Metrics - Provide a detailed description of the metrics used to measure success. LEAP developed program evaluation metrics together with relevant City staff to detail the most relevant energy-efficiency measurements. These include: Kilowatt Hours Saved, Therms Saved (natural gas clients), Measures Implemented, and Efficiency Gains. Additionally, LEAP collects socio-economic demographic data on Race, Age, Household Headship, Income, and Number of Inhabitants. Evaluation of the data collected previously helped to inform where marketing dollars and time should be spent in order to ensure we are reaching low-income clients of all races and in the neediest neighborhoods. Page 93 of 423 Authorization: Organization Name: Local Energy Alliance Program Project Title : Assisted Home Performance and Electrification Ready (AHP) - Renter Occupied I, Chris Meyer, certify that I am authorized to apply for funding from the City of Charlottesville. I certify that all information contained herein is accurate to the best of my knowledge. 2/9/2022 Signaturature Date Chris Meyer Executive Director Print Name Title Applications shall be submitted electronically via email in one complete .pdf package to: Brenda Kelley, Redevelopment Manager Office of Community Solutions kelleybr@charlottesville.gov (434) 970-3040 It is the applicant's responsibility to insure that the application package is fully completed and received on or before the deadline. Applications received after the deadline will not be considered. Page 94 of 423 Kelley, Brenda From: Chris Meyer Sent: Wednesday, February 9, 2022 3:24 PM To: Kelley, Brenda Cc: Wilson Ratliff; Katie VanLangen Subject: Re: Release of Notice of Funding Availability for the Charlottesville Affordable Housing Fund (CAHF) Attachments: CAHF Jan2022 Application LEAP AHP Owner Occupied.docx.pdf; CAHF Jan2022 LEAP AHP Renter Program.docx.pdf WARNING: This email has originated from outside of the organization. Do not cli ck links or open attachments unless you recognize the sender and know the content is safe. Brenda, Please find attached proposals from LEAP to the CAHF. I believe they're complete in as much we answered all of the questions except for two regarding the length of affordability and number of new units provided at which affordability level. Both ofthose questions are not relevant to our proposal because we are not building any new units. Thank you for considering the proposal. Regards, Chris On Fri, Jan 21, 2022 at 4:03 PM Kelley, Brenda wrote: We are pleased to release the Notice of Funding Availability (NOFA) for the FY22 Charlottesville Affordable Housing Fund (CAHF). This NOFA contains the information and Application Form necessary to prepare and submit an application. More information can be found at: https://www.charlottesville.gov/679/Charlottesville-Affordable-Housing-Fund Applications are due by 4pm, February 18, 2022. Feel free to contact me if you require an Application Form in Word document format. Brenda Kelley, Redevelopment Manager (Pronouns: she/her/hers) Office of Community Solutions 1 Page 95 of 423 Exhibit 1 Application Form for the Charlottesville Affordable Housing Fund (CAHF) Page 96 of 423 City of Charlottesville Affordable Housing Fund (CAHF) Application (all items must be completed) Applicant Information Total Amount of CAHF funds requested: $ 750,000.00 Check Amount of CAHF Level of Typical Households Served Tier funds requested by Funding Amount of Applying Tier Funding For Available Tier 1 $375,000 serving households with incomes up to30% of X $375,000 Area Median Income (AMI) Tier 2 $225,000 serving households with incomes up to60% of X $225,000 Area Median Income (AMI) Tier 3 $150,000 serving households with incomes up to80% of X $150,000 Area Median Income (AMI) Organization name: Charlottesville Redevelopment and Housing Authority Contact name: John M Sales Title: Executive Director Organization Address: PO Box 1405, Charlottesville, VA 22902 Phone: 434-422-9297 Email: salesj@cvillerha.org 2 Page 97 of 423 Project Information Project Name: South First Phase Two Project Location: 900 First Street South, Charlottesville, VA 22902 Purpose of requested funding: (check all that apply) __ X_ New Construction _ _ Acquisition Rehabilitation _ _ Rent Subsidy _ _ Operating/Administration Other: Project type: (check all that apply) _X_ Multi-family _ _ Single family (detached) _ _ Single family (attached) Rehabilitation _X_ New Construction _ _ Acquisition Other: 3 Page 98 of 423 Income restrictions on project (indicate number of units meeting each Area Median Income (AMI) category: ---~1=2_ _ _1ncomes less than 30% AMI _ _ _ _ _ _ _ _Incomes between 30% and 40% AMI - - - ~45~ - - -Incomes between 40% and 50% AMI - - - ~ 5=6_ _ _ Incomes between 50% and 60% AMI _ _ _ _ _ _ _ _Incomes between 60% and 80% AMI _ _ _ _ _ _ _ _Unrestricted units (>80% AMI) ----=lce1=3_ _ _Total Units Term of Affordability (indicate number of units meeting each affordability term): _ _ _ _ _ _ _ _less than 2 years 2 - 5 years _ _ _ _ _ _ _ _5 - 10 years _ _ _ _ _ _ _ _10 - 15 years _ _ _ _ _ _ _ _15 - 20 years _ _ _ _ _ _ _ _20 - 30 years --~1=13~_ _ _.more than 30 years --~1=13~_ _ _Total Units 4 Page 99 of 423 Project Proposal: Please provide following information as separate attachments to the application: • Project Description -- Provide a description of the proposed project. Include: project type and location, short- and long-term goals, the population(s) to be served. Discuss plans for accessibility/adaptability, energy conservation and/or any green building components. The proposed South First Phase Two project will construct a new, 113-unit multi-family rental development on the site of the current South First Street public housing development located at 900 First Street South. The existing South First Street public housing development containing 58 one through five-bedroom apartment units for families, and built in 1981 will be demolished, in two phases: A and B. Phase A will demolish that portion of the site containing only one-, two- or three-bedroom units. Construction on phase A will involve development of primarily large four- and five-bedroom units to accommodate the remainder of the households in larger bedroom units who, because of the lack of large units in the surrounding market area, cannot be moved anywhere else. Upon completion of Phase A, those large households will be relocated to the new units in Phase A, and Phase B will commence. The two phases may take up to 24 months to complete. The newly constructed units at South First Phase Two will include 19 one-bedroom, 38 two-bedroom, 26 three-bedroom, 15 four-bedroom and 15 five-bedroom apartment units, in twenty-five separate garden-style, and townhouse style buildings. The buildings are designed to achieve an Enterprise Certification for energy efficiency following construction. A minimum of twelve of the units are designed to be consistent with HU D's regulations interpreting the accessibility standards of Section 504 of the Rehabilitation Act of 1973 as referenced in the requirements set forth in the Uniform Federal Accessibility Standards "UFAS". Sixteen units are designed to meet VHDA's universal design guidelines (visitability). The buildings will have pitched roofs, and their exteriors will be clad with a mix of brick and cementitious siding. The development will include a large community resource space, resident storage, and outdoor recreation space. The non-dwelling heated community space will be approximately 10,567 sf. Additional unheated community space is 1,051. Thirty-eight of the units at South First Phase Two will be subsidized with project-based section 8 (TPV's). Twenty of the units are proposed to use the operating subsidy for public housing units under the CRHA's Annual Contributions Contract. The remaining fifty-five apartment units will have no operating subsidy attached to them but will be actively marketed to households in the community, including public housing residents, with incomes at or below 60% of AMI (LIHTC only units). The mix of income levels include at least 12 households at or below 30% of AMI, 45 households at or below 50% of AMI, and 56 households at or below 60% of AM I. The short-term goals of the project are to improve the living conditions for the existing 58 public housing households at South First Street by transforming their community into energy efficient, attractive, accessible homes with modern amenities, while remaining hyper-affordable. The long-term goal is to do the same for 55 additional low-income and vulnerable households on the same site. 5 Page 100 of 423 • Demonstration of Need -- Describe how the project contributes to the City of Charlottesville's housing goals. In Charlottesville, the CRHA waitlist alone includes over 1600 families, and over 3,300 new affordable units are needed to meet the projected demand. By utilizing CRHA property to its highest and best use, we can start making positive strides to address this community need. This effort puts residents in the driver's seat to redesign their housing, leading to a complete community transformation. The Charlottesville Affordable Housing Plan includes a strong focus on equity in affordable housing. In particular, the plan notes that our community is lacking affordable housing options for those making 30% or less of the area median income. This population can only be served by CRHA and the multitude of government and private subsidies that must be layered to bring new deeply affordable options to our community. South First Phase Two will bring a mix of new affordable units to Charlottesville, including deeply affordable housing. • Demonstration of Equity - Describe how this project demonstrates and promotes equitable housing needs ond economic opportunity for low­ income residents in the City of Chorlottesville. While many may regard the city of Charlottesville, VA as a thriving city, a closer look at demographic data and lived experiences of Charlottesville residents reveals a tale of two cities-one in which housing, health, and economic disparities cut deeply across race and class. For example, in the neighborhoods where the South First Street Community is located, 44% of residents live below the poverty line. The area is home to the "working poor'', boasting unemployment rates from 1.64% alongside a neighborhood median income of $24,871, to 5.97% with a neighborhood median income at $26,806 (according to City Census data). The area is largely regarded as diverse with African Americans and people of color comprising 47%-92% of the population. Put simply, the historical neighborhoods of Ridge Street & Fifeville are prime examples of neighborhoods in our city that have been hardest hit by structural inequities and limits to resources due to historical segregation practices. Up to 66% of families in these neighborhoods earn less than necessary to pay for the essentials to support a family giving rise to high food insecurity rates (17.5% of residents are food insecure) and poor health outcomes. Furthermore, many are tenants in public housing sites falling into dilapidation. For these reasons, in 2017 the Department of Housing and Community Development declared the census tracks where our project is located as "Opportunity Zones" and in 2019 the City of Charlottesville designated the property a "Revitalization Area." The audacious plan to redevelop all public housing properties in Charlottesville is only possible through the foundation of an innovative resident-led redevelopment process in tandem with significant charitable donations from the City of Charlottesville, the Dave Matthews Band, other private charitable donations, LIHTC funding and leveraging of funding sources such as Vibrant Communities Initiative. Resident designers have spent over 700 hours so far in the redesign of South First Street 6 Page 101 of 423 community, and the work continues. While we know this model is worth replicating for all future phases of public housing redevelopment, we also believe this resident process can be replicated and serve as a model for public housing throughout the country. • Project Readiness -- Provide evidence of: organizational experience and capacity to manage the project; pursue and acquire land, site control, required zoning variance and permitting (if applicable); financial commitments for the projects; community engagement pion (if applicable); resident relocation pion (if applicable); plans for preparation and coordination of necessary public meetings (if applicable). The most convincing evidence of the organizational experience and capacity of CRHA to engage in this level of redevelopment is the example of the first two redevelopment projects that are currently in construction and expected to be completed and leasing by the end of 2022. Both projects - South First Phase One and Crescent Halls - required the CRHA and PHAR to engage residents and neighbors in the planning process including holding multiple public meetings; organize a development team with the appropriate skills to see the developments to completion; attract sufficient financing to not only complete the projects as planned but to address unforeseen circumstances and crises; to proceed with renovation with residents in place, and then to relocate them in an emergency situation; and to work with the City's Neighborhood Development Division to achieve site plan and other permitting approvals. • Project Budget -- Provide a detailed description of the proposed project budget showing sources and uses and amounts of additional funding. All sources of funds in the attached sources and uses pages have been committed except for the following which are in process: • Additional equity from LIHTC $160,000 annual credits being requested equal to $1,408,000 in equity to the project. Application due March 10, awards late May. • $9.5 million loan from Virginia Housing in process of underwriting. Commitment expected in June of 2022. • TJPDC Funds $500,000 - request has been made, award anticipated soon. • CAHF request is $750,000. This request. PLEASE SEE ATTACHED SOURCES AND USES • Project Schedule -- Indicate the proposed project schedule; timing of completed SAUs; pre- development, anticipated pursuit and acquisition timeline, site control, zoning approval, financing and construction milestones (if applicable) to project completion. 7 Page 102 of 423 I ~ IACTIVRY ACTUAL OR ANTICIPATED NAME OF I I I DATE I RESPONSIBLE PERSON I I I I I I 1. ISITE I I I Ia. JOption/Contract I b. ISite Acquisition II Complete 7/1/22 John John M Sales M Sales I c. !Zoning Approval I Complete John M Sales I d. jSlte Plan Approval I Complete John M Sa les I I I 2. JFinanci,w I I Ia. ,Construction Loan I I I I I. Loan Appllcatlon ' 4/1/22 John M Sales I II. !Conditional Commitment I I iii.l Firm Commitment I I 5/1/22 John M Sales Jb. Permanent Loan - First lien I I Ii. ILoan Application 11 In process John M Sales Iii. !Conditional Commitment I I liii.lFirm Commitment I I 5/1/22 John M Sales Ic. IPermanent Loan-Second lien I I I Ii. !Loan Application tI I Complete John M Sa les I Iii. !Conditional Commitment I I I /iii.I Firm Commitment I I Jd I other Loans & Grants I I I I II. !Type & Source, List • Complete John M Sales I I Iii. !Application I I I IIii.I Award/Commitment I I I I I ~ I I 2. IFormation of owner Complete John M Sales I I I I I I I 3. JIRS Approval of Nonprofit Stalin I I I I I I I 4.1Oming and Transfer of Property to Owner 7/1/22 John M Sales I I I I I I I 5. IPlans and SpecHicatiom, Workl,w Drawings I I I I 4/1/22 John M Sales I I 6. JBulding Pennit Issued by Local Govemmen1 6/1/22 John M Sales I I I 7. Start Comtruction I I 7/15/22 I John M Sa les I I I I I I I I I I 8. IBegin Lease-up I I 7/15/2 3 John M Sales I I I I I I I I 9. JComplete Construction I 7/15/24 John M Sales I I I I I I I 10. Complete Lease-Up I 10/15/24 John M Sales I l I I I I I 11. O'ecit Placed in Service Date I 10/15/24 John M Sales - • Experience -- Provide a summary of similar activities completed by the organization and project team. While CRHA is gaining valuable e xperience with d eveloping the Cres ce nt Ha lls and South Fi rst Phase One properties, they also have extensive e xpe ri e nce managing their po rtfolio of properties. CRHA has asse mbled a team of development e xperts to complete the re developme nt effo rts including Riverbe nd 8 Page 103 of 423 Development, Castle Development Partners, Arnold Design Studio, BRW Architects and Virginia Community Development Corporation to coordinate the redevelopment of public housing. The most important experts that are leading this effort are the residents of public housing and the leadership and commitment of PHAR. Residents know best how to design their communities for comfort, cohesion and safety, with the result of better long-term outcomes for property maintenance and neighborhood stability. Riverbend Development has over a decade of experience in completing multifamily housing and commercial developments. Castle Development Partners have successfully completed numerous LIHTC and market rate developments throughout Virginia, North Carolina and Maryland. 6 staff members from Riverbend and Castle are working with CRHA on their redevelopment efforts. Riverbend Development and Castle Development Partners Multifamily Housing Project Portfolio: • Brookhill Apartments, Charlottesville, VA, budget $68 million, 316 market rate units, completed in 2019 • New Hill Place Apartments, Holly Springs, NC, budget $49 million, 288 market rate units, completed in 2019 • Adams Crossing Phase 1, Waldorf, MD, budget $33 million, 192 LIHTC units, completed in 2014 • Adams Crossing Phase 2, Waldorf, MD, budget $16 million, 72 LIHTC units, completed in 2017 • Beacon on 5th, Charlottesville, VA, budget $40 million, 241 market rate units, completed in 2017 • Avemore Apartments, Charlottesville, VA, budget $61 million, 280 market rate units, under renovation • Holly Tree Apartments, Waldorf, MD, budget $17 million, 144 market rate units, under renovation • Capacity- Provide a detailed description to demonstrate the applicant's ability to complete this project within 24 months. South First Phase 2, as noted in the attached schedule, will commence construction in the 4th quarter of 2022. Once under construction, we anticipate the project to take approximately 24 months to construct. The primary reason for this duration is the commitment by CRHA to prevent displacement of residents during the construction process and ensure they can remain in their existing home until their new home is complete. CRHA and Affordable Housing Group LLC have hired the Downey & Scott team to manage the construction process and hiring of a contracting team as the Owner's Representative. • Metrics - Provide a detailed description of the metrics used to measure success. For CRHA, the measurement and metrics of success are twofold. The first and most essential metric of success is- has the process been empowering to residents. The Resident Design process was deeply involved for South First Phase Two, with over 700 hours of resident input, design and education. As a result, residents will be moving into a neighborhood and a home of their own design with the amenities that are important to them and their families. The second measure of success is the creation of deeply affordable units for those who are most vulnerable in our community that match the resident design. South First Phase Two includes units that are 100% affordable to current residents of public housing and other members of our community in need of affordable options that do not exist anywhere in Charlottesville today. 9 Page 104 of 423 Authorization: Organization Name: Charlottesville Redevelopment and Housing Authority Project Title: South First Phase Two l,~J~o~h~n~S~a~le~s_ _ _ _ _ _ _ _ _ _ _ _ _ certify that I am authorized to (Authorized Organization Official) apply for funding from the City of Charlottesville. I certify that all information contained herein is accurate to the best of my knowledge. 2/17/22 Signature Date John Sales Executive Director Print Name Title 10 Page 105 of 423 South 1st Street Phase II Project Sponsor CharlotteSYil!e Redevelopment and Housinc-Authority Community Charlottesville, VA Sources Available On!y From C:.sh Soft Debt CF Payment Start Payments Per Annual Debt Asa%of Asa%ofTota! Sources Amount Interest: R.rte Interest On!y? Nonrecourse? Flow? Priority %ofCF %CF Flip• Date Amortization Term Year Service Asa%ofDebt Equity Capitalization Debt Hard Debt 1 VHDASPARC/REACH 9,500,000 0.50% No Yes 8/1/24 30 30 12 341,075 34.52% ·.·.·.·.· . . . . .. 22.04% 2 DHCD(VCI-HOME) 2,000,000 y~ Yes )!)) 0.50% ::::::::::l:::::::::::::::11::::::::::::1: 8/1/24 0 30 12 10,000 7.29% 4.64% 3 DHCD (NHTF) 400,000 0.50% Yes Yes 8/1/24 0 30 12 2,000 1.45% 0.93% 4 DHCD (HIEE) 2,000,000 0.00% Yes Yes 8/1/24 0 30 12 0 7.29% 4.64% Soft Debt 5 Deferred Developer Fee 559,643 0.00% No Yes Yes 1 100.00% 100.00% l/l/23 30 2.04% 1.30% 6 CRHA (Seller Note) 4,730,000 2.07% No Yes Yes 7 CCDC (City ofCharlottesvillegt 3,000,000 0.00% No No Yes ' 3 100.00% 100.00% 100.00% 100.00% 1/1/23 1/1/23 30 30 17.24% 10.93% 10.97% 5.95% 11:lllllli 3 CCDC (Affordable Houslne: Opp 4,000,000 0.00% No No Y5 4 100.00% 100.00% 1/1/23 30 14.58% 9.28% 9 CCDC {PDC Grant) 500,000 0.00% No No y" 5 100.00% 100.00% 1/1/23 0 30 0 1.82% 1.16% #II CCDC(CAHF) 750,000 0.00% 0.00 No Y5 6 100.00% 1/1/23 0 30 0 2.73% 1.74% Total Debt 27,439,643 100.00% 63.66% Equity 1 GP Interest 100 0.00% 0.00% 2 LIHTCEquity 15,662,434 100.00% 36.34% 3 State HTC Equity 0.00% 0.00% 4 Federal HTC Equity 0.00% 0.00% 5 EnergyCredltEquity 0 0.00% 0.00% 6 Grantl 0 0.00% 0.00% 7 Grant2 0 0.00% 0.00% s Grant3 0 0.00% 0.00% 9 Construction Period CF 0 0.00% 0.00% ## MM Contribution 0.00% 0.00% #II OtherEquity2 0.00% 0.00% Tot.11 Equity 15,662,534 100.00% 36.34% Other 1 - '- 3 - Total Other Source 0.00% 0.00 0.00 0.00 0 0 0.00% 0.00% 0.00% Total Sources 43,102,177 50%Test: Tax Exempt Bond 1 4% Credit Basis Acquisition #N/A ShortTerm Bonds 0 4% Credit Basis Rehab #N/A Tax Exempt Bond 3 0 No Credits- Depree/able #N/A Tax Exempt Bond 4 Total Tax ExemptSOurces Q 0 Land Total Denominator = #N/A 50% Test Result #N/A 11 2/16/22 Page 106 of 423 Page 107 of 423 0 g O g oocioooqoooooooooooooooooooooooooooooooooO " 0 O :'.; ~ ::} 0000000000 00000000000000000000000000000000000000000 00000000000000000000000000000000000000000 0000000000 00000000000000000000000000000000000000000 0000000000 00000000000000000000000000000000000000000 0000000000 00000000000000000000000000000000000000000 0000000000 00000000000000000000000000000000000000000 ~~~~~~~~~~~~gggggggggggggggggggggggggggg~ ~~~mm~MMNNrlcicicicicicicicicicicicicicicicicicicicicicicicicicicicici~ ~ 00000000000000000; N ''''''''''''''''''i O O 0 O O 0 O O 0 0000000000 0• M "l."l. ...., N N • Page 108 of 423 D 0 < D 0 oooooooooooi ~0000~- < 000000000001 < oooooooooooooooooooooooooooooooooooo•oooooooooooi i < oooooooooooi" < oooooooooooi < 000000000000000000000000000000000000 oooooooooooi i oooooooooooooooooooooooooooooooooooo•oooooooooooi < " 0 " < oooooooooooooooooooooooooooooooooooo•oooooooooooi < ooooooooooojf < oooooooooooi City of Charlottesville Affordable Housing Fund (CAHF) Application (all items must be completed) Applicant Information Tota l Amount ofCAHF funds requested: $__4~3'--"5=0~0~0'---- - -- - -- - -- - Check Tier Amount of Level of Typical Households Served Applying for CAHF funds Funding Amount of requested by Funding Tier Available X $75,000 Tier 1 $375,000 Serving households with incomes up to 30% of Area Median Income (AMI) X $225,000 Tier2 $225,000 Serving households with incomes up to 60% of Area Median Income (AMI) X $135,000 Tier 3 $150,000 Serving households with incomes up to 80% of Area Median Income (AMI) Organization name: Habitat for Humanity of Greater Charlottesville Contact name: Dan Rosensweig Title: President & CEO Address: 967 2nd St. SE, Charlottesville, VA 22902 Phone: 434-293-9066 E-mail: drosensweig@cvillehabitat.org Page 109 of 423 Project Information Project Name: Equity Homeownership Initiative 2022 Project Location: Flint Hill (lot acquisition) and other city locations (enhanced down payment for very-low income homebuyers) Purpose of requested funding: (check all that apply) _x New Construction _x Acquisition _x Rehabilitation Rent Subsidy Operating/Administration _x Other: Enhanced Down Payment Assistance for families at 30% or less of the Area Median Income (AMI) Project type: (check all that apply) _x Multi-family _x Single family (detached) __x Single family (attached) __x Rehabilitation __x New Construction __x Acquisition __x Other: Enhanced Down Payment Assistance for families at 30% or less of the Area Median Income (AMI) 2 Page 110 of 423 Income restrictions on project (indicate number of units meeting each Area Median Income (AMI) category: Because Habitat families are able to select the homes they buy, the numbers below are estimates based on the AMI of families currently working through homeowner education and sweat equity requirements. Additionally, because we work with families to increase their incomes, their income at acceptance into the program and their income at closing will likely differ. -~5__ Incomes less than 30% AMI 5 Incomes between 30% and 40% AMI Incomes between 40% and 50% AMI -~!__ Incomes between 50% and 60% AMI Incomes between 60% and 80% AMI Unrestricted units (>80% AMI) 12 Total Units at Flint Hill 5 Units purchased by families via enhanced DPA 17 Total* *Please note that there may be some overlap if families supported by enhanced DPA choose to purchase at Flint Hill Term of Affordability (indicate number of units meeting each affordability term): Less than 2 years 2-5 years 5-10 years 10-15 years 15-20 years 20-30 years 17 more than 30 years 17 Total Units 3 Page 111 of 423 Project Proposal Please provide the following information as separate attachments to the application. I. Project Description Provide a description ofthe proposed project. Include: project fJJJe and location, short- and long-term goals, the population (5) to be served. Discuss plans for accessibili1J1/adaptability, energy conservation and/or any green building components. The Equity Homeownership Initiative 2022 is an initiative of Habitat for Humanity of Greater Charlottesville, a nonprofit corporation whose mission is to "bring people together to build and rebuild homes and communities while catalyzing new pathways to safe, decent, and affordable housing." Habitat's 2017-2022 strategic plan-a product of intensive listening to local, low­ income residents--calls for Habitat to provide and/or catalyze ladders of housing opportunities across the housing needs spectrum. The Equity Homeownership Initiative 2022 will support acquisition of land in the City of Charlottesville for new affordable home construction, and targets families at the very low- and low-income levels who have experienced generational poverty and need a "hand up" to access safe and affordable homeownership. Access to affordable housing will in turn generate economic opportunities for families and future generations that serve to address the long-term inequities in wealth among Charlottesville's residents. The Equity Homeownership Initiative 2022 supports two primary long-term goals: (a) Increase the number of affordable homeownership housing units in the City; and, (b) Increase the capacity of very low- and low-income families to access affordable homeownership. CAHF funding is requested in order to achieve the following short-term goals: (1) assist in land acquisition land that would support 12 affordable housing units, and (2) provide down payment assistance to very low-income families (at or below 30% AMI) who are eligible for homeownership. Short-Term Goal (1): Lot Acquisition-Requested Funding $360,000 ($30,000/unit x 12 units). Funding is requested to support lot acquisition and/or paiiial site development for 12 affordable townhome units in the new Flint Hill neighborhood of the City. This funding (the local match) is necessary to leverage two sources of state and federal funding (Affordable and Special Needs Housing-ASNH -- and Self-Help Homeownership Opportunity Program - SHOP). Without a local match of at least 25%, these subsidies - part of the capital stack necessary to sell homes affordably to very low- and low-income homeowners - are unavailable to Habitat and thereby the project will likely be unfeasible. 4 Page 112 of 423 The homes will be sold to homebuyers earning between 25-60% of the Area Median Income (AMI). Habitat homebuyers engage in financial coaching and homebuyer education, provide $2,000 for the down payment, and invest a minimum of200 hours of sweat equity toward the construction of Habitat homes (plus an additional l 00 hours for each adult who will be living in the home). For an entire year prior to purchase, Habitat home buyers meet monthly for Community Conversations--an opportunity to discuss shared values, hopes, and concerns. These conversations are guided by Habitat staff with a focus on building bridges between often diverse families, identifying and strengthening community assets, and working towards a shared identity that results in a healthy, engaged neighborhood community. Habitat's unique mortgage structure enables low-wealth homebuyers to purchase at an affordable price with monthly housing payments that do not exceed 23-28% of household income. Because Habitat homes are heavily subsidized, our equity sharing rules are designed to protect the investment of Habitat and other funders, assure the homes remain part of the City's affordable housing stock long term (40 years), and comply with City Housing Policy #1 regarding resale of homes as part of"people-based initiatives." Habitat originates a zero-interest first mortgage at an amount based on the homebuyer's ability to pay, with junior notes which are either deferred (and thus repaid in full if the home sells) or forgivable over time. A final forgivable mortgage provides extra incentive for families to remain in their homes long term and entitles Habitat a right of first refusal to repurchase the property for a period of 40 years if a homeowner chooses to sell. This allows Habitat to rehab the property to resell to another low-income family. This lending and legal structure assures that the homes are affordable at purchase, retain affordability mechanisms for at least 40 years, and, most importantly, enable homebuyers to build significant equity in their homes, providing economic mobility while also allowing for long-term affordability. To support accessibility and adaptability, all Habitat homes incorporate Universal Design Standards with elements such as zero-step entry and a first-floor bedroom with accessible bathrooms. Homes are all also built to at-least Energy Star 3.0 standards featuring highly energy-saving HVAC systems, windows and doors, energy-star appliances, insulation, and water heaters. Programmable thermostats, ceiling fans, and low-flow faucets and showerheads also minimize the environmental impact of these new homes. These features reduce the energy costs for the homeowners, thus enhancing long-term affordability while reducing adverse environmental impacts. CAI-IF funding will enable 12 families between 25% and 60% of the AMI to purchase homes, creating long term housing stability for the families and generating wealth via eaming of home equity. Each mortgage payment made by a family serves as "monthly savings" and is matched by a reduction in the amount owed on their final forgivable mortgage. Additionally, by staying in the home, families earn reduced or forgiven amounts on trailing mortgages and also increase their share of appreciation in value of the home. Although funds are sought from each of the three Tiers, including 80% and below of AMI, all proceeds from this award will be used to serve 5 Page 113 of 423 homebuyer below 60% and below 30% AMI, in alignment with the RFP's statement that projects serving lower affordability levels will receive stronger consideration. Short-term Goal (2): Down Payment Assistance----Funding Requested $75,000 ($15,000/family for five families). Funding is also requested for down payment assistance for families at or below 30% of AMI when they enter the Habitat program. Habitat is requesting an average of $15,000 for five families. Habitat homebuyers are highly motivated to accomplish a life long goal of owning a home. In examining our financial risk data, we found that Habitat homebuyers on the lower end of the AMI scale had no higher default rate than other purchasers largely due to the extensive individual financial counseling provided and the fact that, as the long term note holder, we work in partnership with families who might struggle after closing instead of immediately working toward foreclosure. The intensive financial coaching Habitat staff provides for families includes personal finance, clearing issues surrounding credit, reducing debt, decreasing spending and improving savings, avoiding predatory lending and understanding fair housing policies. Because each Habitat motigage is based on the family's ability to pay, their payment is pro-rated to their income preventing them from being forced into a cost-burdened housing situation. On the back end, Habitat retains control of the notes so that we can work with families throughout the duration of their mortgage term should they need temporary forbearance, and support in addressing any issues they may have. Habitat's overall default rate is roughly I%, or less than the national average for all homes sold. In light of the critical need for a pathway to economic and housing securing for lower income families, Habitat has changed its selection and underwriting criteria to advantage residents at the lowest end of the AMI scale. "Housing need" is measured by tiered type(s) of need presented at the time of application. This new system prioritizes offering our services and suppo1i to local residents needing deeper subsidy due to earning a lower percentage of AMI and experiencing many years living locally in poverty. Although Habitat continues to offer core homebuyer services to all residents earning between 25%-60% of AMI, the new scoring criteria shifts our demographic toward those at the lower end of our scale. Although more subsidy is required, this shift addresses a deep and damaging racial wealth gap among residents in the City of Charlottesville. This source of CAHF funding will be available to residents at or below 30% of area median income as down payment assistance. Additionally, in response to the extraordinary local racial wealth gap, Habitat Charlottesville created the "Pathways to Housing" program through which we engage low-wealth communities 6 Page 114 of 423 and families through targeted outreach. Through this work, we identify and build relationships with otherwise "hard to serve" families earning below 25% AMI who often have crippling debt burdens. When these families join the Pathways program, we provide wrap around assistance, helping them create a pathway toward better economic outcomes and eventually homeownership. Enhanced down payment assistance is especially important in helping these Pathways families become homeowners. CAHF funding would enable five families who came to us at or below 30% of area median income to purchase homes, creating long term housing stability and wealth generation via home equity. Each mortgage payment made by a family serves as "monthly savings" and is matched by a reduction in the amount owed on their final forgivable m01tgage. Additionally, by staying in the home, families earn reduced or forgiven amounts on trailing mortgages and increase their share of appreciation in value of the home. Over time, with patience and perseverance, Habitat homebuyers build a bridge out of poverty for themselves and for generations to follow. 2. Demonstration of Need Describe how the project contributes to the City ofCharlottesville's housing goals. The Eqnity Homeownership Initiative 2022 supports the City of Charlottesville 2025 goals for affordable housing and the housing goals detailed in the Comprehensive Plan of the City of Charlottesville, November 15, 2021. Released in February 2010, 711e City ofCharlottesville 2025 Goals for Affordable Housing clearly describes the deficit in affordable housing for the residents of Charlottesville and the Greater Charlottesville area. As noted in the report, the deficits are particularly significant for the very low- and low-income families who struggle to find affordable housing and further struggle to pay mortgages and rents in order to retain housing. According to the report, almost half of all households in the City spent more than 30% of their income on housing costs including utilities; for those spending more than 50% of their incomes on housing costs, most had incomes below 50% of AMI (City ofCharlottesville 2025 Goalsfor Affordable Housing, p.4). Since the 20 IO report was released, the deficits in affordable housing have continued to rise and is reported at "crisis proportions." In the County of Albemarle and City of Charlottesville the gap in affordable homeowner units is projected to be 2,589 by 2040 (Thomas Jefferson Planning District Commission, 2019). For many renters, costs are too high with monthly payments averaging $1,384 in today's market. Since 2012, the cost to purchase housing in Charlottesville has risen by an average of 5% per year with the median housing cost now exceeding $400,000. Further, the gap between the wealthy and those at the lower end of wealth has been increasing in recent years. Since 20 I 0, "the number of families earning over $150,000 has increased by 96% while the number of families earning less than $35,000 has increased by 10% (Charlottesville Low-Income Housing Coalition, 2020, p.7). According to the Housing Coalition report, 25% of Charlottesville families did not earn enough to meet the costs of living and working (Charlottesville Low-Income Housing Coalition, 2020, p. l). As a result of these inequities, 7 Page 115 of 423 "affordable and decent housing remains out of reach for many residents, especially for Black communities" (Charlottesville Low-Income Housing Coalition, 2020, p.1 ). The Equity Homeownership Initiative 2022 offers solutions to address these deficits. The project activities increase access to affordable housing for families with low incomes by increasing the number of affordable housing units available, and supporting costs of access through assistance with down payments for very low-income aspiring homeowners. At every decision point in the process-from home design, to financing, construction, and closing­ community members who are representative of the target population are involved. The project directly contributes to Goal #3 of the City's affordable housing goals that states: "Increase the ratio ofsupported affordable units to 15% oftotal housing units by 2025" (City of Charlottesville 2025 Goals for Affordable Housing, p.3). Further, the project supports the Charlottesville Affordable Housing Plan and its policies that mandate funding to target the greatest need and support initiatives that "preserve and expand homeownership opportunities for residents who earn less than 80% of Area Median Income" (See Policy I, Current City of Charlottesville Policies Regarding Affordable Housing.) The project also directly supports the City's housing goals as presented in the Comprehensive Plan of2021: • Goal 1. Funding Commitments, Strategy 1.2. Prioritize city funding for those with the greatest need and attach funding awards to requirements for community representation in processes, duration of affordability, and leverage of non-public funds. • Goal 2. Diverse Housing Throughout the City, Strategies 2.1, 2.8 where funding decisions encourage mixed-use and mixed-income neighborhoods and housing developments throughout the city, and encourage the development of affordable housing to take a form similar to nearby market rate housing in design and other physical features ... allowing affordable units to blend into existing neighborhoods. • Goal 7. Subsidy Programs, Strategies 7.7, 7.10 where city subsidy programs are aligned with community-defined priorities and increase the impact of public spending, including down payment assistance to provide a greater level of assistance and serve a larger number of households, and collaboration with developers to build and renovate affordable single-family housing in existing neighborhoods. 3. Demonstration of Equity-Describe how this project demonstrates and promotes equitable housing needs and economic opportunity for low-income residents in the City ofCharlottesville. Charlottesville City sits nestled in the shadow of the Blue Ridge Mountains with a rich history of commitment to the residents of its city and the Greater Charlottesville Area. Like most southern cities, however, this commitment has not always reflected an equitable distribution of opportunity for all members of its community. Access to affordable housing- and in particular, to homeownership -- is one area in which, both historically and in 2022, the City recognizes 8 Page 116 of 423 significant inequalities continue to exist among community members of different races and at different economic strata. While the City's Affordable Housing 2010 report notes that deficits in affordable rental and home ownership are each estimated at 3,000-4,000 units, this deficit has increased since that time. The Economic Policy Institute's 2015 comprehensive study on income inequality indicates that Charlottesville ranks among the highest in the country for wage gaps (Charlottesville Low­ Income Housing Coalition, February 2020). Since 2010, the number of families earning over $150,000 ... increased by 96% while the number of families earning less than $35,000 has increased by IO percent. Among available housing, higher income families are displacing lower income families competing for an increasingly diminishing market of affordable housing units. The 2021 Orange Dot Report showed that 22% (n=l,918) of Charlottesville's families do not make enough money to afford the basic necessities of life-food, shelter, clothing, utilities--and costs associated with working. Of these families, 55% (n=l,068) earn between $15,000-$35,000 annually, which is not enough to even cover their housing costs alone (Orange Dot Report 4.0, January 2021; Charlottesville Low-Income Housing Coalition, February 2020). A core directive of Habitat's is to address these inequities by increasing access to affordable homeownership, particularly for those who are at the lower wealth end of the economic spectrum. Habitat believes that to do this well and with the greatest success, the voices of those who are most affected must be an integral pati of the process. In 2021, Habitat for Humanity of Greater Charlottesville was certified by the US Department of Housing and Urban Development as a Community-Based Development Organization (CBDO) based on its extensive outreach into low income communities, its partnership homeownership model, its leadership in the use of Asset Based Community Development in redevelopment projects, the diverse composition of its board, and its nationally-recognized models for engaging and elevating low-wealth community members to leadership positions. One example is its formal Homeowner Advisory Council comprising I 00% of individuals who have purchased homes via our homebuyer's program. This group of 17 members, co-chaired by Habitat Partner Family Homeowners, meets monthly to guide Habitat's programming, advocacy, and home and land design work. Fmiher, this project supports the City's vision of achieving a housing market that is affordable, healthy, high quality, accessible to resources, and above all, equitable, meeting the needs of underserved communities to foster a good quality of life for all (Comprehensive Plan, City of Charlottesville, VA, 11/15/2021, p.45). This project addresses the issue of inequity within the housing market by promoting increased access to homeownership for very-low and low-income families and ensuring long-term affordability. It does so guided by the insight and desires of partner families. There is strong evidence that home ownership is one of the greatest means to build wealth for families and future generations. Providing low income families with the means to own a home gives them a "hand 9 Page 117 of 423 up" along the economic strata, eventually reducing the income wealth gap and promoting a more equitable landscape of housing opportunities. Habitat's mixed income model is a bold response to more than a century of largely intentional residential segregation and provides mobility and opportunity for people from all walks of life to live together and to grow and learn from each other. CAHF funding has not been available for homeownership for three funding cycles and therefore, this request addresses a gap in home equity funding in the City's recent portfolio. 4. Project readiness Flint Hill received its rezoning approval two years ago. Habitat has agreed on a draft contract to develop these lots pending City funding. In total, Habitat will build 16 units, with acquisition of the first four units supported by the balance of a previous CAHF grant. CAHF funding is critical for this project for three primary reasons: I. The 12 remaining units need City funding to close a gap in the budget. 2. Without City Funding (the local match), Habitat will be unable to access certain State and Federal funding, specifically Affordable Housing and Special Needs (ASNH) and Community Development Block Grant (CDBG) which are leveraged with local government matches. 3. These additional subsidies, which, when leveraging a local match, can bring in up to $ l 20K./home subsidy from outside the City enabling Habitat to build and sell the homes affordably. These additional subsidies have enabled Habitat to push its AMI down to an average of 34% AMI as well allow us to continue to build and sell homes affordably during the COVID price spikes. CAHF Funding is the critical component remaining for this project to move forward. We expect these units to be completed by 2024 and are planning a hybrid build (utilizing the services of a general contractor) to expedite the build. 5. Project Budget Flint Hill 12 Units/Lot Acquisition REVENUE CAHF $360,000 ASNH $720,000 SHOP $144,000 Private Fundraising (donors, Store proceeds, etc) $496,000 Partner Family First Mortgages $1,200,000 IO Page 118 of 423 TOTAL 2,920,000 EXPENSES Lot Acquisition $420,000 Site Work $100,000 New Home Construction $2,400,000 TOTAL $2,920,000 Down Payment Assistance For 5 Families @ +/-$15,000 $75,000 per family Down Payment Assistance (Sample Mortgage Structure for Family at 25% AMI) Appraised Value $275,000 Final Forgivable Mortgage $32,000 Habitat Deferred Mortgage $51,500 Trailing Deeds, forgivable terms vary (e.g. ASNH) $110,000 CAHFDPA $15,000 First Mortgage Amount (factored at 70%) $66,500 6. Project Schedule Flint Hill: Activity Time Frame Partner Family Applications and Selection Complete Partner Family Homebuyer Education and Sweat Equity Under way Contract Ratification for Purchase of 12 lots Pending. Awaiting results of CAHF application Closing on Purchase of 12 lots Pending. Awaiting results of CAHF application, contract ratification and final plat 11 Page 119 of 423 Lot Delivery Expected 2023 Home Construction begins Expected third quarter of 2023 Homes Close Spring/Summer 2024 Enhanced DPA: Activity Time Frame Partner Family Applications and Selection Ongoing Partner Family Homebuyer Education, Financial Rolling Counseling and Sweat Equity Closing September 2022 through June 2024 (Homes available for selection at three sites) 7. Experience Habitat for Humanity of Greater Charlottesville is a leader in affordable housing on a national level. Founded in 1991, our affiliate is the flagship affordable homeownership program in Central Virginia and has enabled almost 300 families to achieve their dreams of homeownership, enabling them to earn collectively an estimated $85,000,000 in home equity creating a permanent bridge out of poverty. By building an average of 18 homes/year, we are the most productive Habitat affiliate for a service area of this size in the Country. Since Habitat's founding, we have also developed nine mixed-income neighborhoods, creating diverse and sustainable communities without gentrifying. For instance, Burnet Commons was a unique partnership among Habitat, the City, and a private developer that converted an old city dumping ground into a community oftownhomes and single-family detached homes. Our scattered site builds have added affordable homes in a number of census tracts throughout the City, including many that had previously had fewer than 10 deed-restricted affordable homes thereby providing affordable opportunities in homogenously wealthy areas. In the last two years, we have expanded our reach in Louisa and Greene Counties, and are increasing oppo1iunities for home ownership in these counties for low-income families. We have also undertaken the transformation of two mobile home parks -- one located in the City of Charlottesville and the other just south of Charlottesville in Albemarle County. In 2010 Sunrise Trailer Park was transformed from a deteriorating and under-threat mobile home park to a community of 70 mixed income housing units, a community center and community gathering space. We are now redeveloping Southwood, a mobile home park in Albemarle County of 317 12 Page 120 of 423 trailers housing approximately 1,300 individuals to create 1,000 housing units, with 650-700 of them affordable rentals and homeownership. 8. Capacity Charlottesville Habitat is a nonprofit corporation governed by a 16-member Board of Directors and an Advisory Council with a 30-year history of addressing the affordable housing needs of the Greater Charlottesville Area. Together with the Chief Executive Officer, the Board sets the strategic vision and provides fiduciary oversight. Our annual goals are consistently tied to key City documents, such as the City of Charlottesville 2025 Goals for Affordable Housing, the Charlottesville Affordable Housing Plan, and the Charlottesville Comprehensive Plan. In 2017, we adopted a new strategic plan that called for us to increase our annual building capacity to more than 40 homes/year so that we can maintain building momentum at Southwood while also building 20+ units/annually in the City and in other surrounding jurisdictions. Since that time, we have nearly completed a$! SM capital campaign, increased our internal capacity to prepare families, augmented and improved our build staff, have begun homebuilding activities at Southwood and have increased our borrowing capacity such that we will be able to reach this level of production provided we are awarded local funding that will match leveraged State and Federal funds. Habitat's core staff of 50 experienced, knowledgeable, and committed individuals is led by a strong leadership team with many years of experience in affordable housing, land planning and development, finance and accounting, law, nonprofit management, and fundraising. In addition, staff reflects a diversity of cultures and educational backgrounds that provide a rich environment for pioneering creative solutions to address the City's urgent needs for affordable housing. Habitat's philosophy is one of community engagement. We work with a network of more than 2,000 volunteers, including individuals and families who will be future home owners, business pmtners, and civic and religious leaders. Together, we work to ensure all individuals have the opportunity for safe, affordable, decent housing. Habitat's efforts are partially self-sustaining. Partner family mortgages allow us to advance our next innovative building projects when combined with assistance from state and federal grants, such as CDBG, HOME, and SHOP, as well as gifts from individual donors, private foundations, and local government allocations. Our Habitat Store, generously supported by the community, has provided up to $450,000 annually in net revenue to support our projects. We have a strong record of accomplishment in successfully completing projects and meeting goals. We use an active listening, asset-based approach in neighborhood development. Our neighborhood engagement begins before we break ground where habitat homebuyers meet monthly for Community Conversations, an opportunity to discuss shared values, hopes, and concerns, for an entire year prior to purchase. Children participate as well, enabling them to 13 Page 121 of 423 build friendships before "moving in next door." Existing neighbors around the build sites are also invited to join in the conversations and volunteer on the construction sites. We work hard to build neighborhoods first, and then begin building homes. 9. Metrics Metrics for the Equity Homeownership Initiative 2022 include: • Purchase of land for 12 townhome units by Summer 2022 • Construction of 12 homes sold to homebuyers between 25-60% AMI by June, 2024 • Sales of homes supported by enhanced down payment assistance to 5 very low-income homebuyers who came to us at or below 30% AMI. • Leverage of~ IOx City investment with other funding sources (including net mortgage amounts, private fundraising, Store proceeds and Federal/State funds) • Equity earnings potential of ~$SM for 17 local, low-income families. 14 Page 122 of 423 Authorization: Organization Name: Habitat for Humanity of Greater Charlottesville Project Title: Equity Homeownership lnitlatlve 2022 I, -~D=an=R=o=se=n=s~w~e=ig~_ _ _ _ _ _ _ _ _ _ _ certify that I am authorized to apply (Authorized Organization Official) for funding from the City of Charlottesville. I certify that all information contained herein is accurate to the best ofmy knowledge. /-' / /_~ /---~ 21nno22 Signature Date Dau Rosensweig President & CEO, Habitat for Humanity of Greater Charlottesville Print Name Title 15 Page 123 of 423 Building a future where all people with developmental disabilities and their families experience their best lives possible. The Arc.. of the Piedmont Brenda Kelley, Redevelopment Manager Officers Office of Community Solutions Kate Barrett City of Charlottesville President Charlottesville, VA 22901 JudySmith Vice President Dear Ms. Kelley, Rives Bailey I am pleased to submit an application on behalf of the Arc of the Treasurer Piedmont for the use of Charlottesville Affordable Housing Funds to replace the gas furnace at 222 Shamrock Rd. Carla Hallman Secretary This is a group home operated by the Arc ofthe Piedmont for individuals with developmental disabilities, all ofwhom are at or Board of Directors below the 30% of AMI. Rives Bailey M . Eddie Pinson, CIC The Arc of the Piedmont is a 501 (c ) 3 entity and has been in Flefb.Stewar-t;-Ph:1r. operation for nearly 60 years. If you need any additional Carla Hallman inf01mation please do not hesitate to contact me. Shannon Copeland -Bittba fit-Barrett-­ Judy Smith Kate Barrett Arn,( La,l(.fe, John Santoski, M.S. Executive Director Services Group Home In Home Sponsored Residential Day Support Education & Advocacy 1149 Rose Hill Drive, Charlottesville, VA 22903 Phone: {434) 977-4002 I www.arcpva.org I Fax: {434) 977-7864 Affiliated with The Arc US and The Arc Virginia Page 124 of 423 City of Charlottesville Affordable Housing Fund (CAHF) Application (all items must be completed) Applicant Information Total Amount of CAHF funds requested: Check Amount of CAH F Level of Typical Households Served Tier funds requested by Funding Amount of Applying Tier Funding For Available ,11, Tier 1 $375,000 serving households with incomes up to ✓ b/ 7 39. t)O 30% of Area Median Income (AMI) Tier 2 $225,000 serving households with incomes up to 60% of Area Median Income (AMI) Tier 3 $150,000 serving households with incomes up to 80% of Area Median Income (AMI) Organization name: )te 1/,,;e, 1 ~ Med1,,,_,,,~ Contact name: V?J~,V ~-1-oSM · Title: {:;ee:,,J;ue, GY,rec.fel. . . OrganizationAddress: //~9' _f7a.se J/,// D. {!AQ)/ol/eso,ile, U/J ,;}~9()3 Phone: .t/31-9) 7 ➔ootJ., ,(II;}._ Email:. ~s.1c/@MC!./ua. o./JJ 11 Page 125 of 423 Project Information Project Location: c?(dd S/2.<1m-1ot!.k'. N:!> CAM/&-Resd,lk-1 U-4 ci;J.9tJ3 Purpose of requested funding: (check all that apply) New Construction _ _ Acquisition Rehabilitation _ _ Rent Subsidy _ _ Operating/Administration ____L_ Other: fy~e-x.::t- Project type: (check all that apply) _ _ Multi-family _ _ Single family (detached) _ _ Single family (attached) Rehabilitation New Construction _ _ Acquisition / Other: fe./J~ e.,?(£ 12 Page 126 of 423 Income restrictions on project (indicate number of units meeting each Area Median Income (AMI) category: ✓ Incomes less than 30% AMI Incomes between 30% and 40% AMI Incomes between 40% and 50% AMI Incomes between 50% and 60% AMI Incomes between 60% and 80% AMI Unrestricted units (>80% AMI) Total Units Term of Affordability (indicate number of units meeting each affordability term): less than 2 years 2-5 years 5 -10 years ✓ 10 - 15 years 15 - 20 years 20- 30 years more than 30 years Total Units 13 Page 127 of 423 Proiect Proposal: Please provide following information as separate attachments to the application: 1. Project Description -- Provide a description of the proposed project. Include: project type and location, short and long term goals, the population(s) to be served. Discuss plans for accessibility/adaptability, energy conservation and/or any green building components. 2. Demonstration of Need -- Describe how the project contributes to the City of Charlottesville's housing goals. 3. Demonstration of Equity- Describe how this project demonstrates and promotes equitable housing needs and economic opportunity for low-income residents in the City of Charlottesville. 4. Project Readiness -- Provide evidence of: organizational experience and capacity to manage the project; pursue and acquire land, site control, required zoning variance and permitting (if applicable); financial commitments for the projects; community engagement plan (if applicable); resident relocation plan (if applicable); plans for preparation and coordination of necessary public meetings (if applicable). 5. Project Budget -- Provide a detailed description of the proposed project budget showing sources and uses and amounts of additional funding. 6, Project Schedule -- Indicate the proposed project schedule; timing of completed SAUs; pre- development, anticipated pursuit and acquisition timeline, site control, zoning approval, financing and construction milestones (if applicable) to project completion. 7. Experience -- Provide a summary of similar activities completed by the organization and project team. 8. Capacity- Provide a detailed description to demonstrate the applicant's ability to complete this project within 24 months. 9. Metrics - Provide a detailed description of the metrics used to measure success. 14 Page 128 of 423 The Arc. of the Piedmont Project Description: Gas Furnace Replacement-Shamrock Rd. Group Home This project will replace the original gas furnace at the Arc of Piedmont's group home at 222 Shamrock Rd in the city of Charlottesville. This home was originally built and owned by the AIDS support Group and ownership was later transfened to the Arc of the Piedmont. The Arc still operates this home for individuals with developmental disabilities under a HUD agreement that ensures that the home remains affordable and serves those of low income. This home meets one of the missions of the Arc of the Piedmont which is to provide affordable housing and services to individuals with developmental disabilities. We are committed to maintaining the home for accessibility (it is all one level) and affordability. Demonstration of Need: This project helps to meet the goals of preserving one ofthe affordable homes in the city and stabilizing the housing instability faced by individuals with developmental disabilities who are also in the lowest category of affordable median income (AMI). Demonstration of Equity: By stabilizing housing for individuals with developmental disabilities who are also on fixed incomes (SSI) that places them in the lowest category of AMI, The Arc of the Piedmont continues to promote equity for those most in need who can least afford any other housing. Project Readiness: As can be seen from the attachment this project has a bid in place for the furnace replacement and is ready to be replaced upon notification to begin. Project Budget: The total project budget is $6,739.00 for the furnace replacement. Should any additional funds be required, the Arc of the Piedmont will be responsible for the additional costs. Project Schedule: This project will commence upon notification of award and notification that replacement can commence. Experience: The arc of the Piedmont has been in operation for nearly 60 years and operates group home in Charlottesville and Albemarle and Nelson counties along with day programs in Charlottesville and Louisa and Nelson County. We recently completed the purchase and remodeling of 1149 Rose Hill Drive in Charlottesville. Cii provides commercial air conditioning and heating service and has worked with the Arc for many years. They are SWaM ce11ified. Capacity: This is a small project that will be completed in days after replacement begins. Metrics: Timely completion, within budget and lower utility bills. Page 129 of 423 Authorization: Organization Name: 7h /4c ~~ ~/4,d Project Title: (5!.115 rUlA1au I lip~ I, 'CJ;;iU ~ ~ / 4 , • ~~c+f certify that I am authorized to (Authorized Organization Official) apply for funding from the City of Charlottesville. I certify that all information contained herein is accurate to the best of my knowledge. =2.,/4/:;, I 7 2,, Sig Date Print Name Title 15 Page 130 of 423 ... • SERVICE OF CENTRAL VIRGINIA, INC. COMMERCIAL AIR CONDITIONING & HEATING SERVICE • 24 HOUR SERVICE • i600,-8(,ll-',f, l(J 603 Rivanna Avenue • Chnrlottosvill~ . VA 22903 • (434J 9 77-5626 • Fax (434) 977 8808 February 4, 2020 Arc of the Piedmont 222 Shamrock Location Attn: Sharon Apgar Re: Replace the gas furnace Sharon, Per your request Cii Service is pleased to provide you with a quote to replace the gas furnace at this location. We will remove the existing furnace and dispose of it properly. We will install the new furnace and make all necessary connections to complete the installation. Then we will start the system and check it for proper operation. We will log the unit with all system checks. The total cost for this would be $61739.00 in material and labor. Please let us know how you would like to proceed. We look forward to working with you in the future. Please contact me if you have any questions at 434-977-5626 or 800-868-5610 and E-mail me at swalsh@cllservice.com Please visit us for news and Information at our web site at www.ciiservice.com Sincerely, CERTIF I ED S~W~ .... Cii Service of Central Virginia, Inc. s'u~ u/4&/4 ~~~~n and 1¥1 1 Minority-Owned Assistant Branch Manager Supplier Diversity Strengthens the Commonwealth by the Virginia Department of r.1inority Ousmess Enterprise The above process, specifications, and conditions are satisfactory and are hereby accepted. I understand payment terms to be net 30 days upon completlon of this project. Accepted by: _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ Date: _ _ _ _ _ _ _ _ __ www .ciiservice.cotn ,I f: , '1• • 1 • 1, 1' I' \ ", t \ • • • ,,, , •t \ I!, , , , + ' ,I , I , •, \ ,1t •• (, , •1 , I~ lj < , •,', n._: 1 ~-.• ' 1 1 11 • I 1 Page 131 of 423 ,n ✓r~ A~JE ~ , V I RG I NI A H O U SIN G AWARD W I N Nm AHIP Charlottesville Critical Repair Program CAHF Application Form Febrnary 2022 Applicant Information Total Amount of CAHF fonds requested: $ 250,000 Check Tier Amount ofCAHF Level of Typical Amount of Households Served Applying Funds Requested Funding Funding Available For by Tier serving households with incomes up to ✓ $100,000 Tier 1 $375,000 30% ofArea Median Income (AMI) serving households with incomes up to ✓ $100,000 Tier 2 $225,000 60% ofArea M edian Income (AMI) serving households with incomes up to ✓ $50,000 Tier 3 $150,000 80% ofArea Median Income (AMI) Organization name: Albemarle Housing Improvement Program (AHIP) Contact name: Jen Jacobs Title: Executive Director Organization Address: 2127 Berkmar Drive, Charlottesville, VA 22901 Phone: 434-989-5282 Email: jja.cobs@ahipva.org Page 132 of 423 Project Infonnation Project Name: Charlottesville Critical Repair Program Project Location: City of Charlottesville Purpose of requested funding: (check all that apply) New Construction ___ Acquisition ✓ Rehabilitation _ _ Rent Subsidy ___ Operating/Administration Other:--------------------------------- Project type: (check all that apply) _ _ Multi-family _ _ Single family (detached) _ _ Single family (attached) ✓ Rehabilitation New Construction ___ Acquisition Other:--------------------------------- Income restrictions on project (indicate number of units meeting each AMI category: 17 units Incomes less than 30% AMI 6 units Incomes between 30% and 40% AMI 8 units Incomes between 40% and 50% AMI 2 units Incomes between 50% and 60% AMI 5 units Incomes between 60% and 80% AMI 0 units Unrestricted units (>80% AMI) 38 units Total Units Term ofAffordability (indicate number of units meeting each affordability term): 21 units less than 2 years 13 units 2 - 5 years 4 units 5 - 10 years 0 units 10 - 15 years 0 units 15-20years 0 units 20 - 30 years 0 units more than 30 years 38 Total Units* *Note that because project costs average $5-10,000 per job, we estimate completing 25-50 projects. For completing the projections above, we used a mid-point of 38 units to calculate the metrics. AHIP I CAHF REQUEST I FEBRUARY 2022 2 Page 133 of 423 0 AHIP tl ome Re paif Uonpr o f ,t AHIP Charlottesville Critical Repair Program Pl'Oject Pl'Oposal Section 1: Pl'Oject Description February 2022 1. PROJECT DESCRIPTION ► Executive Summary Everyone should be safe at home, and no one should have to worry about losing their home. AHIP is an independent, nonprofit Class A contractor that works year-round to deliver critical home repairs and rehabs to low-income Charlottesville residents. • AHIP is requesting $250,000 from the Charlottesville Affordable Housing Fund • Funds will provide for critical home repairs for low-income homeowners in the City of Charlottesville • Funds will enable AHIP to serve 25 to 50 Charlottesville households (with an anticipated investment of $5,000 to $10,000 in CAHF funds per project) • Funds will enable AHIP to promptly respond to emergencies and serve more city residents who call us for assistance. We will also be able to move program participants through our program more quickly and efficiently • The purpose of this work is to keep household members safe, healthier, and more secure through improving, modernizing, and preserving their home Critical repair services-which encompass emergency home repairs, energy-efficiency upgrade tasks, accessibility modifications, and critical maintenance tasks-keep city residents safe, increase their health and well-being, protect their wealth, support neighborhood investment, prevent involunta1y displacement, and preserve the city's existing affordable housing. In a time when housing and other costs are continuing to rise, incomes are failing to keep up, and there is continued and increasing pressure on Charlottesville's historically racially and economically diverse neighborhoods, preserving the affordable housing we have-the homes where people live right now and want to stay in- is essential. ► What is Critical Repair? The Charlottesville Critical Repair Program delivers emergency home repairs, energy-efficiency upgrade tasks, accessibility modifications, and critical maintenance repair tasks to low-income owner-occupied households throughout the City of Charlottesville. AHIP operates this program year­ round and, as long as there are available funds, the program rolls from year to year without stopping. Page 134 of 423 Examples of home repair emergencies include: a septic line has ruptured and there is waste backing up into the house a roof that has been leaking for years finally gives out, and part of the roof collapses into the home, taking the kitchen ceiling with it a furnace dies in the middle of winter and there is no heat in the house Examples of energy-efficiency upgrade tasks include: installing attic and wall insulation replacing original windows with new high-efficiency windows replacing an old and inefficient water heater with an on-demand water heater Examples of accessibility modifications include: installing a handicap shower unit to prevent tripping and falling over a bathtub installing a chairlift building a wheelchair ramp to allow safe entry and exit Examples of critical maintenance repair tasks include: replacing a 30-year-old oven and range replacing outdated electrical receptacles and upgrading the panel box replacing a home's siding that is deteriorating and letting moisture in The people who cany out this initiative include AHIP program and construction staff, local subcontractors, local partner organizations, and skilled in-kind contributors and volunteers. For energy-efficiency upgrade projects, AHIP partners with LEAP. LEAP staff conducts energy audits and pre- and post-project inspections, helps our estimators develop scopes ofwork, and leverages funds. Where LEAP is not involved, AHIP's estimators plan any energy-related project components to LEAP standards, ensuring high-efficiency/EnergyStar-rated windows, doors, HVAC units, water heaters, and appliances. ► Program Goals Short-term goals include: eliminating dangerous deficiencies stabilizing and modernizing substandard conditions increasing home health and comfort preventing further and more expensive damage that would occur from an unaddressed issue reducing energy bills and increasing heating and cooling comfort relieving family stress over unaddressed safety hazards and housing repair and maintenance needs Long-term goals include: · prese1ving existing homes AHIP I Charlottesville Critical Repair Program I Project Proposal Section 1- Program Description 2 Page 135 of 423 eliminating involuntary displacement due to home repair needs allowing senior homeowners to age safely in place reducing Charlottesville's carbon footprint by increasing the energy efficiency of our housing stock reducing parental stress and increasing the well-being of kids protecting homeownership in Charlottesville protecting and increasing rhe wealth of low-income and Black homeowners Service goals include: Se1ve 25 to 50 households with critical repair projects Invest an approximate average of $5,000 (and no more than $10,000) into each project -+ Program staff are ongoingly identifying and prioritizing who we will serve next and whar we can do for them based on funding availability, urgency and magnitude of need, general demand for our se1vices, risk to vulnerable household members (i.e., frail elderly residents or young kids in the house), and crew and subcontractor scheduling constraints. -+ Since we field calls and intake new clients on a rolling basis throughout the year, and since this program is set up to be a rapid-response program, we cannot pinpoint at this writing precisely how many projects we will complete or the exact project cost amount that will be expended. We address the spectrum of housing repair needs and don't yet know what each new client will need from us-it could be a minor but urgent plumbing leak fix ($200) or a collapsed roof ($8,000). -+ In order to serve as many households as possible with these funds, we aim to keep the average CAHF investment at approximately $5,000 per project and will not exceed $10,000 for any given project. -+ We will layer private fundraising and in-kind support into this initiative to support direct program delive1y and program management costs and direct construction costs. ► Program participants to be served Given our rolling intake and the fact that we will not begin planning projects before any potential CAHF funds are awarded and in hand, we do not yet know who our clients will be and therefore do not have firm demographic data. However, there are certain eligibility constraints and program guidelines that are firm: 1. This program will serve owner-occupied households in the City of Charlottesville 2. This program will serve households that fall within the following income tiers: o 10 to 20 households up to 30 percent of AMI ($100,000 offunding for this tier) o 10 to 20 households up to 60 percent of AMI ($100,000 of funding for this tier) o 5 to 10 households up to 80 percent ofAMI ($50,000 of funding for this tier) 3. This program will prioritize: o households with lower incomes or those experiencing financial or other hardship o households with senior citizens, children, and/or people with disabilities or special health needs The demographics of out city clients stay relatively consistent from year to year. Here is a snapshot of our city Critical Repair Program participants for both FY21 and FY22 (year-to-date), which will provide a good illustration of what we can expect for next fiscal year: AHIP I Charlottesville Critical Repair Program I Project Proposal Section 1- Program Description 3 Page 136 of 423 FY21 Guly 1, 2020 - June 30, 2021): • 48 people in 25 households • 24% of households were home to kids under 18 (8 kids total) • 64% of households were home to senior citizens (I 7 seniors total} • 52% of households were home to family members with disabilities (15 individuals total) • 17 of25 households were Black (68%) • 2 of25 households were Hispanic (8%) • Our clients' annual household incomes averaged 42% of the area median (just under $32,000) So far in FY22 Guly l, 2021 - February 18, 2022): • 37 people in 20 households • 30% of households arc home to kids under 18 (7 kids so far) • 70% of households are home to senior citizens (17 seniors so far) • 27% of households are home to family members with disabilities (10 individuals so far) • 16 of20 households are Black (80%) • So far, our clients' annual household incomes average 35% of the area median (just under $25,000) ► IRL: Case study of a Chadottesville homeowner and Critical Repalr Program client Last July, Charlottesville's Director of Human Services connected us with a city property inspector who had fielded complaints from Rose Hill neighbors about a worsening sewage issue. The homeowner, Ms. J., knew her sewer line had failed and that the situation would only get worse, but being on a very low fixed income, she knew she could never cover the cost of fixing it. But AHIP could help. We quickly reached out, verified her eligibility, and sent one of our rehab specialists to inspect. Twelve inches of sewage had backed up in the crawlspace from the broken sewer line and a damaged plumbing system that required immediate attention. We hired a subcontractor to pump it out and repair the plumbing. Phase 2 will involve additional important but not as urgent work: putting down lime and ground cover, cleaning joists, and installing brand-new insulation since everything had to be torn out and removed during clean-up. The Phase 2 work is on hold, awaiting new pending grant money. The cost of the fix amounted to what would be double her annual income. There are countless stories like Ms. J's. We see firsthand how a family home confers stability on generations of occupants, and how easily this can be lost, especially as pressure increases on city neighborhoods. We believe that helping families preserve their homes through critical repair and rehab is one of the best and most tangible approaches we lmow: a cost-effective means of improving a family's health and well-being today while preserving their home for the future and serving as protection against involuntary displacement. And we believe that something as humble as home repair plays an important role in making sure the people of Charlottesville can preserve their histories and continue their legacies in the homes they want to-and deserve to-stay in. AHIP I Charlottesville Critical Repair Program I Project Proposal Section 1- Program Description 4 Page 137 of 423 fB AHIP Ho me Repa ir Uon p ro f 1t AHIP Chadottesville Critical Repair Program Project Proposal Section 2: Demonstration of Need February 2022 2. DEMONSTRATION OF NEED AHIP fields calls year-round from prospective clients seeking assistance and also maintains a waiting list of homeowners who have called AHIP for help with a critical repair or set of repairs. As of this writing, there are 275 people in 97 low-income City households currently awaiting assistance. The number is always increasing as new calls come in. Without assistance, or while they wait, families work around the issues. They make stopgap fixes and triage their emergencies, putting buckets down when it rains or using space heaters to stay warm. In the most severe and stressful cases, they find themselves with no choice but to leave. Housing affordability in Charlottesville and the region continues co worsen, with median sale prices staying steadily high and beyond the affordability threshold for most city residents. In the fourth quarter of 2021, the median home sale price in the city reached $399,000. Meanwhile, inventory is plummeting: by the end of the second quarter, there were only 35 active listings, which is down 38 percent from last year's level. Invento1y in the region is currently among the lowest it has been in three decades. All of this pushes prices even higher, speeding up gentrification of already-gentrifying neighborhoods, widening the homeownership and wealth gap between affluent and low-income and between white and Black, and homogenizing the City. The City neighborhoods where our clients live are relentlessly targeted by "postcard investors" who prey on stressed homeowners in lower-income neighborhoods, urging them to sell quickly for fast cash. But once these houses are gone from families and from the affordable housing stock, they are gone forever. Local strategies and solutions to increase housing supply, increase affordability, strengthen household financial stability, and ensure access to capital are paramount. Preservation-ensuring that households are able to hold onto their homes and their wealth while keeping family members safe and healthy in their homes- is an essential part of this continuum. ► City of Charlottesville's Housing Goals Rehabilitation and preservation of Charlottesville's affordable housing stock fits within Charlottesville's goals and policies: Page 138 of 423 1. 2025 Goals for Affordable Housing: Supported Affordable Units AHIP's work helps the city reach its 15 percent goal by preserving existing affordable units-and our work not only ensures that homeowners and their families can stay in their homes but often helps them live more affordably by reducing their energy bills. For the proposed CAHF-funded Critical Repair Program, AHIP will secure projects with a promissory note (for projects that come in under $1,000) or a deed of trust (for projects over $1,000), with a term of one to five years. Through this mechanism, supported units arc tracked and a portion of the invested funds return to the city should a homeowner sell or pass away with no heirs during the term. 2. Comprehensive Plan 2021 Housing Goals AHJP's work supports the following goals: • Goal 2: "Maintain and improve the City's existing housing stock for residents of all income levels." This is AHIP's core work, but we strictly focus on low-income residents. • Goal 2.5: "Preserve and improve the quality and quantity of the existing housing stock through the renovation, rehabilitation, and/or expansion of existing units as a means of enhancing neighborhood stability." AHIP focuses on renovation and rehabilitation rather than expansion. 3. Charlottesville Strategic Plan Affordable Housing and Related Goals AHJP' s work supports the following goals: • Goal 1.4: "Enhance financial health of residents." AHIP helps families reduce operating costs immediately, removes long-term burdens of costly stop-gap measures; and prevents more costly fixes of unchecked problems down the road. • Goal 2.1: "Reduce adverse impact from sudden injury and illness and the effects of chronic disease." AHIP's work increases occupants' health and safety by addressing dangerous deficiencies and increasing building health. AHJP' s work decreases occupants' stress and improves mental health. • Goal 2.3: "Improve community health and safety outcomes by connecting residents with effective resources." AHIP delivers a critical resource to homeowners that allows them to improve the health and safety of their homes and families. I I AHIP Charlottesville Critical Repair Program Project Proposal Section 2 - Demonstration of Need 2 Page 139 of 423 fB AHIP llo me: Repa ir fMnp rof it AHIP Charlottesville Critical Repair Pl'Ogram Pl'Oject Pl'Oposal Section 3: Demonstration of Equity February 2022 3. DEMONSTRATION OF EQUITY AHIP's strategic objective is to maximize and balance impact (how much we do for each household), reach (how many households we help), and capacity (what resources are available to support delive1y of high-quality services) with dignity, empathy, and equity as guiding values. The majority of our clients and their relatives have been profoundly impacted by past and present discriminat01y and harmful housing practices, buying a home- or living in a home chat their parents or grandparents bought or built-against all odds. Part of our duty in our work is to honor that legacy and support them in prese1v ing their health, protecting their wealth, and taking care of their biggest financial asset. Programmatically, AHIP has sought to remedy the impacts of a hostile system-one that has widened income inequality, shredded the social safety net, and sustained generational poverty and deep racial disparities-by serving a diverse clientele and prioritizing the most vulnerable and impacted. Last year, Black households made up 67% ofAHIP's se1ved households in the City. All households were below 80 percent of the area median, with the average hovering around 42 percent. Externally, AHIP advocates for resources that fund prese1vation as well as other housing affordability efforts along the local housing continuum. For us, promoting equity means keeping the community's investment focused on housing as a foundation. Equity will never truly exist if there continues to be an enormous gap in homeownership rates, housing stability, and cost burden between white and non-white and between affluent and non-affluent. Internally, from the makeup and the involvement of our Board of Directors to how our organization in general and staff members specifically deliver our se1vices into the community, the work to align our whole organization with sound equity and inclusion principles and our values of dignity, empathy, and respect is underway. We have hired an outside consultant to help us assess our internal culture; facilitate learning sessions; set diversity, equity, and inclusion commitments and accountability measures; and identify strategies to get us there. For us, our stated guiding principles and values will only matter if our se1vice delivery- how we treat people, whom we se1ve, how we communicate and manage conflict- genuinely embodies the words we use. And when it is time to recruit new staff members and new Board members, this work will ensure that we recruit equitably and create an inclusive and thriving workplace and boardroom. Page 140 of 423 fB AHIP ll ome Re pa i, N o n pro fit AHIP Charlottesville C1·itical Repair Program Project P1·oposal Section 4: Project Readiness Febmary 2022 4. PROJECT READINESS AHIP's program is ongoing, and our internal structure and workflow are set up to move clients through our program pipeline from throughout the year and from year to year. We field intake calls continuously, and our two rehab specialists are simultaneously working in eve1y stage: program enrollment and eligibility verification, conducting inspections, sending out bids, and developing scopes of work and estimates. Likewise, our construction manager is simultaneously in various phases of rehab and repair projects from scheduling to construction to closeout. We are currently staffed-on the program management, program delive1y, and construction fronts-to fold the proposed projects into our client pipeline and achieve the goals detailed in this proposal. As always, local subcontractors supplement our construction capacity when we need more hands or when we're seeking specialty work such as HVAC or insulation installation. AHIP's home improvement work varies in terms of neighborhood, project size, funding constraints, and project scope, but this is the only work that we do and have done for more than 45 years. If awarded, this CAHF grant would allow us to seamlessly and immediately begin putting this funding to work, allowing us to help more City residents more efficiently and convening eve1y dollar into critical home repairs for City homeowners. ► Process Below is an outline of our Critical Repair Program process. Each program client would move through the following steps: STEP I: INTAKE • Preliminary screening o Takes place via phone or in person and involves questions about housing conditions, repair emergencies, and household makeup o C lients self-refer and are also referred by neighbors, family members, city staff, social services providers, and other housing providers. • Entry into our database/waitlist or enrollment (depending on urgency, severity, and funding availability) Page 141 of 423 STEP 2: ENROLLMENT • Eligibility verification and data collection o Clients are assigned to one of AHIP's two Rehab Specialists, who verify income (through third-party verification) and other eligibility measures and get clients enrolled. Homeowners must be current on their real estate taxes (or have a payment plan in place) and have clear tide to their homes. Residents who hold a life estate are eligible. AHIP will often work with the client, their family members, and community resources such as Legal Aid to help clients clear up tax or ownership issues. • Initial home inspection o The Rehab Specialist meets with the clients to talk about their home and the issue(s) of concern and to conduct an initial walk-through. STEP 3: PROJECT PLANNING • Inspections o Depending on the types of repairs needed, the Rehab Specialist schedules general and/or specialty inspections. Other third-party specialty inspections may include LEAP, pest, chimney, and electrical. • Scope of work and estimate o The Rehab Specialist finalizes a scope of work and estimate for each project and reviews it with the homeowners. We focus on health and safety issues and must follow the city's scope of work requirements but do our best to work with homeowners to cover items that are important to them. If there is an energy upgrade included, LEAP may help with developing the scope of work. • Contract signing o AHIP's Construction Program Manager meets with each client to review project scope, costs, process, policies, and the contract. Once the contract is signed, AHIP schedules the work. STEP 5: CONSTRUCTION • Project work o AHIP crews, local subcontractors, and/or volunteers carry out the rehab and repair tasks. • Oversight, compliance, and quality assurance oAHIP's Construction Supervisor and/or subcontractors secure proper work permits when required and oui· Crew Leaders and Construction Supervisor monitor each project as it proceeds. o All construction activities are subject to local, state, and federal laws and regulations, including the building code, contracting regulations, and HUD and OSHA rules. We follow city rules for liability insurance, adhere to industry standards on workers' compensation, and are subject to audits by NDS staff, HUD inspectors, DPOR inspectors, and OSHA inspectors. o All client-facing staff are currently required to mask while working indoors or meeting with clients in their homes. AHIP I Charlottesville Critical Repair Program I Project Proposal Section 4- Project Readiness 2 Page 142 of 423 o AHIP's Construction Program Manager is the point of contact for eve1y client, reviewing progress during the project and addressing any concerns or questions. o When the project is nearing completion, AHIP conducts a final walk-through with the client. The Construction Supervisor will create a punch list for any items that need to be addressed following the walk-through. Specialty inspectors will have their final inspections, and a final general inspection report verifies that all repairs and upgrades have been completed and are satisfact01y. • Qualifications o AHIP holds a Class A Contractor's license and is an EPA- and state-certified Lead Abatement Contractor. AHIP partners with Building Performance Institute (BPI)-certified building analysts at LEAP and WeatherSeal on all our energy-efficiency upgrade projects from pre-testing to closeout. o AHIP's programs meer a variety of industry standards, including HUD health and safety inspection guidelines; local property maintenance and building codes (based on state and national standards); and the BPI standards for best practices in energy efficiency. AHIP's third-party inspectors (plumbing, electrical, energy auditors, chimney, pest, etc.) or third-party building officials use HUD guidelines and/ or building code or BPI standards to scope and evaluate our work. • Closeout and warranty o With construction complete, AHIP's Construction Program Manager holds a meeting with the client to close out the project and sign all required documentation. o Client surveys provide feedback on the project, what impact it had on the household, and what could have been done to improve the process or the project outcomes. oAll of AHIP's work is warrantied for one year, so if something goes wrong, AHIP staff will return to malce it right at no additional cost to the client. And our staff are always available to answer past clients' questions, even outside of the official warranty window. AHIP I Charlottesville Critical Repair Program I Project Proposal Section 4- Project Readiness 3 Page 143 of 423 ~ AHIP llo rne R~pa ir '4onp , o f,t AHIP Charlottesville Critical Repair Program Project Narrative Section S: Project Budget February 2022 5. PROJECT BUDGET EXPENSES Program delivery - staff costs (direct) 105,525 Intake, database management, eligibility verification/enrollment, inspections, estimating and scope of work development, bidding and procurement, construction management (planning, scheduling, supervision, quality control), client service, invoicing, cost tracking and reporting Program delivery - construction costs (direct) 200,000 Hard costs: AHIP labor, subcontractors, materials Soft costs: permits, 3rd-party inspections, recording fees, rentals, fuel, disposal, etc. Program management - staff (direct) 22,636 Oversight, support, troubleshooting, recordkeeping, invoicing, payables and receivables, funding source allocations and tracking, program payroll management/ cost allocations, project budget and impact reporting, invoicing, lien waiver/subcontractor coordination, program evaluation Total direct program expenses 328,161 INCOME City of Charlottesville - CAHF 250,000 Private foundation grants 25,000 Dominion Energy via LEAP 10,000 Safe at Home Campaign/Annual Fund 43,161 Total income 328,161 Page 144 of 423 fB AHIP Horne Rie pai, Uo npr o f 1t A HIP Charlottesville Critical Repair Prngram Prnject P1·oposal S ection 6: Project Schedule F ebmary 2022 6 . PROJECT SCHEDULE I f funded, the targeted time frame for this project would begin in April 2022 and run for approximately 12 months. Unlike construction of a discrete multifamily development, this effort comprises multiple c onstruction projects in various stages of development-intake to estimating to construction-that run concurrently and consecutively throughout the year. Critical repairs may take as little as a week from intake to completion, or could take longer depending o n complexity of the issue and how many issues need to be addressed. Other current challenges that are slowing AHIP's pace down include labor shortage woes, permitting delays, extreme supply chain disruptions and delays, and highly scheduled local subcontractors (who are grappling with these ve1y same issues themselves). Page 145 of 423 fB AHIP H o m e Re pai , r.l onpr o f1t AHIP Charlottesville Critical Repair Program Project Proposal Section 7: Experience February 2022 7. EXPERIENCE AHIP is an independent 501 (c)(3) nonprofit organization that began working locally in 1976 and that began working in the City of Charlottesville in 1995. (Our sister organization, Charlottesville Housing Improvement Program, or CHIP, closed in 1995.) From 1995 to 2008, AHIP utilized the city's federal HOME and CDBG funds to complete major rehabs for city households. In 2009, Neighborhood Development Services and City Council recognized a need to do more, and we began using newly dedicated housing funds to pilot an emergency and accessibility repair program. From there, more funding became available to expand the small repair program and begin completing more comprehensive rehab projects. In 2011, we began partnering with LEAP to bring energy-efficiency upgrades to city clients and began planning for our first Block-by-Block Charlottesville effort, which rehabbed 40 homes in the 10th & Page neighborhood and won a Virginia Housing Award. From that point fo1ward, we have worked closely with city staff and leaders to cany out a thriving effort that balances small repairs, energy upgrades, scattered-site projects, and target-area projects-bringing together city resources, private funds, partner organizations, and volunteers-to make sure that people can stay in their homes and stay safe in their homes. AHIP is a state-licensed Class A Contractor and an EPA-certified lead abatement contractor. With more than 150 years of construction experience among our rehab program staff and more than 45 years of experience serving our community, AHIP has the expertise to continue to deliver critical rehabs and repairs to city homeowners. This is our mission and our reason for being. ► Key Staff • Cory Demchak, Director of Programs, is responsible for day-to-day oversight ofAHIP's rehab department, managing construction staff, program partnerships, subcontractors, project financing, financial oversight and compliance, and recordkeeping. Mr. Demchak joined AHIP in September of 2018. • Laurie Jensen, Intake Manager, manages the intake, client database/waitlist, data collection, and client assignment process. She also manages special projects and works on target-area project planning. Ms. Jensen joined AHIP in 2015. • Len Wishart and Lee Miller, Rehab Specialists, are in charge of conducting initial inspections, scheduling specialty and city inspections, estimating projects, and writing up scopes of work. They Page 146 of 423 also work with LEAP to estimate energy-efficiency tasks, folding them into the rehab estimating process and LEAP compliance processes (including pre- and post-testing coordination). Mr. Miller holds AHIP's plumbing and electrical license and Mr. Wishart manages AHIP's safety and lead training programs. Together, they bring more than 60 years of construction experience to the community. • George Herring, Construction Supervisor, is responsible for scheduling crews and subcontractors, managing workflow and budgets, arranging final inspections, and overseeing the quality of all work completed. He works closely with the crew leaders and the rehab program staff. AHIP I Charlottesville Critical Repair Program I Project Proposal Section 7 - Program Description 2 Page 147 of 423 fB AHIP Home Re pair Nonp,o f,t AHIP Charlottesville Cdtical Repair Program Project Proposal Section 8: Capacity February 2022 8. CAPACITY As mentioned, the project budget shows specific sources and uses of funds, average and projected costs per unit, and other public funds and private resources that will be leveraged to make this effort a success. Additionally, we are currently staffed-on the programmatic, planning, and the construction fronts-to cany out the goals of this effort. - Focusing on emergency repairs with any awarded CAHF funding also allows us to complete projects more quickly than rehab projects and ideally reach more neighbors in need of critical home repairs. As always, local subcontractors supplement our construction capacity. Lastly, AHIP's impact and reach depend on strong and creative collaboration with a range oflocal partners. We would not be able to do this work on our own and are actively working with LEAP, CAAR, BRHBA, local businesses, and referring entities to malce the program a success. Page 148 of 423 fB AHIP llome Repa ir Uo n prof 1t AHIP Charlottesville Critical Repair Program Project Proposal Section 9: Metrics Februaiy 2022 9.METRICS Beyond our service goal of 25 to 50 households, we measure satisfacto1y completion of each project (as determined by our own quality control measures, independent inspection, and homeowner satisfaction) and the overall satisfaction and increase in well-being of the homeowner (as measured through a post­ project survey). The level of inspection detail is commensurate with the complexity of the project. In addition to regular inspections and contact with the client throughout the project, AHIP staff conducts a thorough post-project inspection and walk-through with the client to make sure all tasks are completed to the satisfaction of the homeowner and our construction supervisor. All parties-client, staff, subcontractor (if needed), and third-party inspectors (when applicable)-can see, evaluate, and document the work that was done to address outstanding health and safety issues and improve the home. Generally, steps in the process include: 1. Initial conversations with the homeowner to understand their repair needs and goals, followed by inspections by AHIP staff, a city inspector ( as required by the building code), LEAP technicians (for energy upgrades), and independent inspectors (if applicable) 2. Approval of the proposed scope ofwork by city Neighborhood Development Services (NDS) staff and the homeowner 3. Periodic inspections, reviews of the work, and check-ins with the client by AHIP staff throughout the project while checking in with the client. The city's building inspector also conducts periodic inspections as part of the permitting process 4. Final walk-through and inspection by AHIP staff and the client at the close of the project, to review all tasks and ensure that all work has been done properly. Any outstanding items or fixes are added to a punch list for follow-up. Final inspections also conducted by city and independent inspectors as needed. Final test-out by LEAP staff for all energy upgrades assesses efficiency gain 5. Sign-off by the homeowner that all work, and any punch list items, have been completed satisfactorily 6. Post-project questionnaire delivered to client assessing satisfaction, experience, critiques, and impact of the work. Client feedback may identify needed follow-up tasks and helps guides process and program improvements Page 149 of 423 7. Warranty period that lasts one year following completion of the project. Depending on the scope of work and the funding source(s), AHIP's work must meet the federal HUD Housing Quality Standards, the City of Charlottesville maintenance and building code, and/or LEAP standards. Additionally, AHIP follows the regulations set forth by the city's Housing Assistance Program Policies, Procedures, Protocols & Rehabilitation Standards Manual. This year, AHIP is working on all of our client processes, including how to best communicate with clients throughout the process and measure satisfaction during and after the project is completed, and one of our key goals is to strengthen our evaluation tools and effectiveness. I I AHIP Charlottesville Critical Repair Program Project Proposal Section 9 - Metrics 2 Page 150 of 423 Authorization: Organization Name: Albemarle Housing Improvement Program (AI-IIP} Project Title: Charlottesville Emergency l<.epair Program I JA ~) , certify that I am authorized to (Authorized Organization Official) ap y for funding from the City of Charlottesville. I certify that all information contained herein is accur e to the best of my knowledge. Date 4 EQUEST I FEBRUARY 2022 AHIP I CA HF R Page 151 of 423 City of Charlottesville Affordable Housing Fund (CAHF) Application (all items must be completed) Applicant Information Total Amount of CAHF funds requested: $_3,000,000_ _ __ Check Tier Amount of Level of Typical Households Served Applying For CAHF funds Funding Amount of requested by Funding Tier Available X $1,650,000 Tier 1 $375,000 serving households with incomes up to 30% of Area Median Income (AMI) X $1,350,000 Tier 2 $225,000 serving households with incomes up to 60% of Area Median Income (AMI) $0 Tier 3 $150,000 serving households with incomes up to 80% of Area Median Income (AMI) Organization name: Piedmont Housing Alliance Contact name: Lindsay C. Chamberlain Title: Development and Communications Manager Organization Address: 682 Berkmar Dr Phone: 434.422.4866 Email: lchamber!ain@piedmonthousing.org Project Information Project Name: MACAA Development Project Location: Macaa Dr. Purpose of requested funding: (check all that apply) New Construction _x___Acquisition Rehabilitation _____ Rent Subsidy _____0 pe rating/Administration Project type:(checkall that apply) Page 152 of 423 _x___Multi-family ____Single family (detached) _____Single family (attached) Rehabilitation _x___ New Construction _x___Acquisition _____Other: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Income restrictions on project (indicate number of units meeting each Area Median Income (AMI) category: _30_ _ _ _ _1ncomes less than 30% AMI _ _ _ _ _ _ _Incomes between 30% and 40% AMI 6_ _ _ _ _ _1ncomes between 40% and 50% AMI 30 Incomes between 50% and 60% AMI _ _ _ _ _ _Incomes between 60%and 80% AMI _ _ _ _ _ _ Unrestricted units (>80%AMI) 66_ _ _ _ _Total Units Term of Affordability (indicate number of units meeting each affordability term): _______ less than 2 years _ _ _ _ _ _ _2-5 years _ _ _ _ _ _ _5-10years _ _ _ _ _ _ _10-15 years _ _ _ _ _ _ _lS-20 years _ _ _ _ _ _ _20-30 years 66_ _ _ _ _.more than 30 years 66_ _ _ _ _Total Units Project Proposal: Please provide following Information as separate attachments to the application: Page 153 of 423 1. Project Description-Provide a description of the proposed project. Include: project type and location, short and long-term goals, the population(s) to be served. Discuss plans for accessibility/adaptability, energy conservation and/or any green building components. This project provides a diversity of affordable housing options for people experiencing low incomes within a high - opportunity neighborhood just one mile from a local job center in downtown Charlottesville and meets a critical need for affordable housing in the Charlottesville area. The project responds to the context of locust Grove's tree - lined local streets with single-family dwellings by extending this neighborhood fabric into the site. The development plan addresses the primary goals of the Charlottesville Comprehensive Plan with particular respect to housing, community facilities, land use, and the environment. This project addresses the need for greater affordability within our community by infilling in an area where no affordable housing currently exists. The proposal reflects a partnership between four organizations, all of which focus efforts on the support of people experiencing low-incomes as a central part of their mission. The four organizations are partnering on the redevelopment of the MACAA location to pursue an integrated spectrum of affordable rental housing, affordable homeownership opportunities, and a new modern early childhood center.. Piedmont Housing Alliance is acting as the lead developer overall as well as the lead developer of the affordable rental homes, aiming to partner with the Charlottesville Redevelopment and Housing Authority (CRHA) to dedicate a mixture of public housing units and project-based vouchers integrated within the rental buildings. MACAA, the current owner of the property, will develop classrooms in which to operate its Head Start program onsite. Habitat for Humanity of Charlottesville will build town homes and duplexes on the site to provide affordable homeownership opportunities. The redevelopment of the MACAA property on a prominent site between the North Downtown and Locust Grove neighborhoods provides a unique opportunity to address the City's affordable housing needs while taking advantage of the unique character of the grounds and sloping landscape on the site. This property will become an active and integrated extension of the adjacent neighborhoods while providing bike and pedestrian links to the broader community amenities by emphasizing connectivity and shared open spaces. RENTAL HOUSING The affordable rental portion of the project, for which this funding application would specifically applies, will include 66 rental homes, serving families between30 and 60%AMI. The mix of 1-, 2-, and 3-bedroom apartment homes will be managed by the Piedmont Housing Alliance (PHA) through the Low Income Housing Tax Credit (LIHTC) program. Through a unique partnership proposal between Piedmont Housing Alliance and the CRHA, up to 45% of those rental homes would be targeted to families making at or below 30% AMI. This would be accomplished through the inclusion of Project Based Vouchers and integrated Public Housing units within the project and would far exceed the number of deeply affordable units in a typical LIHTC project. More critically, these units would address a significant area of need for a vulnerable portion of the Charlottesville community. Regarding accessibility/adaptability for the affordable rental units, the code minimum number of fully accessible Section 504 units for the 66-unit MACAA development is four /4) units. Instead, the site will have seven /7) 504 units for residents with physical impairments and two (2) accessible units for residents with sensory impairments. The remaining rental homes are targeted to meet or exceed Universal Design standards - the gold standard for adaptability. Regarding energy efficiency and sustainability, the rental homes will not only be certified under Enterprise Green Communities, the national standard for green-built affordable housing, but also will be aiming for DOE Zero Energy Ready Homes (ZERH) certification and Passive House certification under the PHIUS Multifamily protocol, an extremely stringent design, construction, and verification practice that ensures durability, excellent moisture management, and significant energy reductions through passive strategies, including increased insulation, robust air-sealing, thoughtful mechanical specifications 1 and attention to detail. Designing to these standards will provide Page 154 of 423 a higher quality building envelope and operational efficiencies that directly benefit residents through increased durability and reduced utility bills. Piedmont Housing will also be pursuing funding for a solar panel installation on all roofs to further project sustainability goals and reduce utility costs for residents. HOMEOWNERSHIP By pursuing a variety of financing models and unit types, the project intends to meet the needs of a range of household incomes. Partner Habitat for Humanity of Greater Charlottesville's funding for the town home and duplex portion of this project is separate from the rental housing development. And, yet, affordable homeownership will need parallel City funding to come to fruition. The Habitat funding application will come in a future CAHF round. The homes will be sold to families experiencing low-income using a low- to no-interest mortgage and a repayment schedule appropriate to that family's income. Habitat typically serves families between 30-60% AMI, and Habitat for Humanity of Greater Charlottesville has helped families with an average AMI of 34% over the last three years. 2. Demonstration of Need -- Describe how the project contributes to the City of Charlottesville 1s housing goals. The project provides housing choices that are not readily available within Charlottesville, namely affordable rental and homeownership opportunities. The project has been developed holistically, aiming to meet goals around affordability, sustainability, walkability, bikeability, and support of historical and natural landscapes. The project provides ranges of multifamily dwellings, townhouses, and duplexes, providing a variety of typologies along with a diversity of rental and ownership models. The homes provided are within a short distance from downtown and will have convenient access to a system of green spaces and other public amenities. The development will be constructed to a high level of quality -the standards for Low Income Housing Tax Credit-funded developments such as the rental portion of the project far exceed market-rate building standards, and our partner in the project, Greater Charlottesville Habitat for Humanity, has a proven track record of constructing quality homes throughout the region. 3. Demonstration of Equity - Describe how this project demonstrates and promotes equitable housing needs and economic opportunity for low-income residents in the City of Charlottesville. In the last two years, both the City of Charlottesville and the Thomas Jefferson Planning District Commission have commissioned housing needs assessments. The resulting data are dire. Regionally, over 11,000+ households are housing-cost burdened, with the large majority living in the urban center of Charlottesville and Albemarle County. Of this number, over 2,000 households in the urban core are severely cost burdened, paying more than 50% of their incomes towards housing costs. This burden falls disproportionately on households with incomes below 50% AML Designated by the city as a revitalization area, the MACAAsite is in a part of Charlottesville where no current affordable housing exists. This project provides a spectrum of housing types for residents with a variety of family sizes and incomes and accommodates an integrated range of affordable rental and homeownership choices. The project also contributes to the City's larger housing affordability goals by contributing to the housing stock for people experiencing low income, one of the critical areas where more supply is most needed. The project creates a diversity of affordable housing options for families at a range of income levels from 30to 60% of area median income, including affordable rental and affordable homeownership. Given MACAA's organizational mission, the desire to include early childhood education as a priority in the neighborhood re-design has been part of the conversation. As a result, this project includes onsite childcare to integrate services that support working families. Registration for families will follow the model of the current Head Page 155 of 423 Start program that MACAA operates with prioritization given to residents in the site. Parents may confidently pursue educational and career opportunities knowing their children are thriving. 4. Project Readiness--Provide evidence of: organizational experience and capacity to manage the project; pursue and acquire land 1 site control, required zoning variance and permitting {if applicable); financial commitments for the projects; community engagement plan (if applicable); resident relocation plan (if applicable); plans for preparation and coordination of necessary public meetings (if applicable). The coordinated planning process for the MACAA redevelopment has included residents, local governments, and strategic partners. Strong financial and community support1 an experienced team, and a realistic project time line will ensure completion in a timely manner. This project has passed through a successful rezoning process which included public meetings. These public meetings were held multiple times in the process of approving the re - zoning. The land acquisition process will be finalized by Q2 2022. Piedmont Housing Alliance's commitment to building strong financial and community support and developing realistic financial projections has been demonstrated in other projects, such as Friendship Court and Southwood Apartments. MACAA homes will benefit from this substantial experience, a similar community engaged design process, and a coordinated campaign for political support of regional affordable housing efforts. As is the case with many publicly-approved and welcomed affordable housing developments, the city funding acts as a catalyst that unlocks the other sources. The funding sources listed in the budget hinge on the approval of funding from the City. 5. Project Budget-Provide a detailed description of the proposed project budget showing sources and uses and amounts of additional funding. The budget below, and the CAHF request here, refer to the rental housing development (66 units) that Piedmont Housing Alliance is undertaking. However, the full project, including the homeownership units to be developed in partnership with Habitat for Humanity of Greater Charlottesville, will require additional subsidy to support Habitat's units. The CAHF application for Habitat's units will take place in a future CAHF cycle. After speaking with City staff, we decided to separate the applications over time because they have different time constraints. The rental housing, which needs LIHTC to bring to fruition, is constrained by the annual LIHTC application cycle - applications are due in March of every year. Habitat's sources are not constrained by the same application cycle. Page 156 of 423 MACAA - 66U - Combined Sources and Uses COMBINED Permanent Sources 66 Units Sources Avg. P U Tax Credit Equity $12,717,791 $192,694 First Mortgage $6,318,644 $95,737 City of Charlottesville Funds $3,000,000 $45,455 ASNH (VHTF, NHTF,HOME) $1,800,000 $27,273 Other Loan $1,320,000 $20,000 Seller Note $560,000 $8,485 FHLBAHP $500,000 $7,576 Deferred Developer Fee $64,790 $982 Total Permanent $26,281,226 $398,200 summarized Uses Uses Avg.PU Acquisition Costs $1,880,000 $28,485 Construction Costs $19,993,050 $302,925 Architecture and Engineering $708,750 $10,739 Owner's Construction Costs $332,430 $5,037 Professional Services $186,585 $2,827 Financing Costs $1,280,230 $19,397 Partnership Costs $70,350 $1,066 Operating and Carrying Costs $73,500 $1,114 Reserves and Escrows $456,331 $6,914 Developer's Fee $1,300,000 $19,697 Total Uses $26,281,226 $398,200 6. Project Schedule - Indicate the proposed project schedule; timing of completed SAUs; pre-development, anticipated pursuit and acquisition time line ,site control, zoning approval, fi nanci ng and construction milestones (if applicable) to project completion. The schedule below reflects our best estimation of timing based on known funding requirements driven by Virginia Housing and the Department of Housing and Community Development. Their closing processes constrain the gap in timing between LIHTC allocation and start of construction. More information can be provided if desired. MACAA PSA finalized May 2022 Site Plan Submission Apr2022 Site Plan Approval Feb 2023 LIHTC Application Submitted to VH Mar 2023 LIHTC Final Rankings Announced Jun 2023 LIHTC Reservation Documents Executed Jul 2023 Building Permit submitted Jul 2023 Building Permit Issued Oct2023 Closing process/ Construction Start Dec 2024 Construction Complete May 2026 Lease Up Complete Sep 2026 7. Experience-Provide a summary of similar activities completed by the organization and project team. Page 157 of 423 Piedmont Housing Alliance has been a leader throughout the Charlottesville region since 1983 in developing and managing affordable housing and offering pathways for struggling renters and aspiring home buyers. Our work is guided by the core values of equity, opportunity, home, community and respect. Our continuum of services and resources has: assisted more than 1,000 low-income households purchase a home; supported thousands more through financial counseling services; backed the financing and construction of 100+ affordable single-family homes; financed the preservation, construction, and rehabilitation of nearly 1,000 affordable rental homes; and we currently manage over 600 affordable rental homes. From 2014-2021, Piedmont Housing successfully leveraged $18 million for new rental housing development and the rehabilitation of existing units; $21 million for mortgage financing for low-income homeowners; and $376,638 for economic development projects. In total, $40 million has been deployed and leveraged for affordable housing in the region, serving thousands of low-income households. Piedmont Housing Alliance has been a certified Community Housing Development Organization (CHDO) since 1997. In 2015, we provided $1,079,029 for the rehabilitation of 30 rental units of affordable housing, reserved for seniors experiencing low-income, in the rural community of Crozet. In 2016, we provided $950,000 as a development partner on a $10.7 million housing project that created 54 units for seniors experiencing low-income. Piedmont Housing acted as a primary conduit for project financing for land acquisition as a CHOO and nonprofit partner to enable LIHTC financing. In 2017, $6,273,332 was leveraged for the acquisition and rehabilitation costs for an additional 97 homes in Albemarle County. In total, 181 homes have been developed or rehabilitated in the past six years. Since 2016, Piedmont Housing Alliance has also led the redevelopment planning for Friendship Court, deploying over $800,000 for architectural and engineering design work, a facilitated master planning process, and preliminary site assessments. Plans detail a redevelopment strategy committed to zero displacement by building new units on available and open green space, transitioning 150 current households through a phased approach. The first phase of the redevelopment successfully secured a 9% tax credit award in 2019 and began construction last month. As a seasoned CDFI with experience asan affordable housing developer, Piedmont Housing has the track record and resources to successfully complete these projects. Further, the capacity to fulfill on this work is bolstered by the development experience of key personnel and the demonstrated experience of senior staff in leveraging the funding, resources, partnerships, and relationships necessary to bring projects to fruition. KEY PERSONNEL SUNSHINE MATHON, EXECUTIVE DIRECTOR: Sunshine joined Piedmont Housing Alliance as Executive Director in 2017 and leads the Real Estate Development team. He has 14 years of experience in affordable housing development including planning, leveraging resources, underwriting, pipeline development, relationship-building, and partnership management. Sunshine was specifically hired to oversee the Friendship Court redevelopment and to develop a strong pipeline of future projects, including finding public and private funding sources, and developing strong partnerships with elected officials, partner agency nonprofits, and planning agencies to successfully structure a complex, community-responsive, economically viable strategy for redevelopment. Prior to joining Piedmont Housing, Sunshine was Director of Real Estate Development for Foundation Communities in Austin, Texas. During his 10-year term, he oversaw of $200 million in sustainable, affordable housing development including over 1,000 units. He is well-versed in gathering and supervising integrated teams of staff, architects, engineers, contractors, and consultants through all phases of development, and his management of contractors includes adherence to strict funding driven construction schedules and budget. Sunshine's experience also includes an inclusive community focus, as well as the development of services such as an early childhood center for affordable housing residents. He holds a Master of Architecture from the University of Texas, Austin. ANDY MILLER, DIRECTOR OF REAL ESTATE DEVELOPMENT: Andy was hired in 2019 as part of Piedmont Housing Alliance's significant expansion in real estate development, bringing 16 years of affordable housing design and Page 158 of 423 development experience.Andy has primary oversight of project development: identifying and evaluating properties for future development; facilitating the planning process, including pre-development work such as architectural and engineering specifications, design schematics and pricing, design development, commercial construction bidding processes, and construction oversight; and managing the full range of the development process for complex affordable multi-family projects. Prior to joining Piedmont Housing Alliance, Andy was Senior Development Manager for Laurel Street, an affordable housing development firm in Charlotte, North Carolina. In that role, he managed over $100 million in affordable and workforce housing development and oversaw the delivery of over 800 units. Past projects have ranged from new construction master planned communities to acquisition/rehab projects with financing from various sources including 4% tax credits, 9% tax credits, HUD Section 221(d)(4} loans, private equity funds, and various state and local resources. He has been responsible for day-to-day management of mixed income developments from initial concept through project stabilization, including project planning, finance structuring, proforma analysis, due diligence, market analysis, negotiation and closing on financing, design team management, entitlements, construction review, marketing and lease-up. He holds a Master of Architecture from UC Berkeley and a Master of Science in Real Estate from UNC Charlotte. MANDY BURBAGE, REAL ESTATE DEVELOPMENT MANAGER: Mandy joined Piedmont Housing in 2020with 13 years of planning and development experience in the Charlottesville area. Mandy most recently managed land development and entitlement activities for Habitat for Humanity of Greater Charlottesville, including the successful rezoning of Southwood Mobile Home Park, a resident-led, master planned trailer park redevelopment with a commitment to resident non-displacement. Prior to Habitat, Mandy worked in the public sector as a senior land use planner gaining valuable insight into the community's long range planning goals and an understanding of the entitlement process. Mandy currently oversees due diligence, entitlement, design coordination, and permitting efforts on multiple projects. 8. Capacity -Provide a detailed description to demonstrate the applicant's ability to complete this project within 24 months. Piedmont Housing's previously completed projects include leveraging $7,344,361 in project costs for the rehabilitation of two affordable housing communities in Albemarle County: in 2015, Crozet Meadows, a 30-unit senior apartment building in Crozet, underwent a $1,071,029 rehabilitation; and in 2017, Wood's Edge senior apartments underwent a $6,273,322 acquisition and renovation of 97 homes. Piedmont Housing Alliance recently broke ground on Phase I of the redevelopment of Friendship Court Apartments, a Project-Based Section 8 subsidized apartment complex serving 150families in Charlottesville, Virginia. Phase I of redevelopment includes one-for-one replacement of 46 of the existing Project-Based Section 8 homes, as well as 60 additional new homes serving households ranging from 30-80%AMI. A LIHTC allocation and DHCD ASNH funding has been awarded for Phase I, which will complete construction in 2023. By the end of all four phases in 2027, all 150 existing Section 8 subsidized units will be replaced and an additional ~300 new units will be added to create a tiered-income community model serving households from below 30% AMI up to 80% AMI. All units will be protected with long-term affordability restrictions. In March 2021, Piedmont Housing submitted a 9% LIHTC application for the development of a 71-unit affordable housing community, Southwood Apartments, and was successfully allocated credits in June. This is the first phase of a two-phase project that will include a total of 121 affordable units. The design is targeted to achieve Passive House and Enterprise Green Community certifications. The project is located in the larger Southwood Community redevelopment area, a community led redevelopment of a trailer park south of Charlottesville, which is being master planned and developed by Habitat for Humanity Charlottesville. Based on a successful LIHTC award, Southwood Apartments is anticipated to start construction in late 2022. Also in March 2021, Piedmont Housing Alliance purchased the Red Carpet lnn. As part of the first phase of the Premier Circle redevelopment, in which the motel is functioning as non-congregate emergency shelter for people Page 159 of 423 experiencing homelessness, Piedmont Housing has overseen renovations for 94 homes. Phase II will consist of an 80-unit supportive housing project being developed by Virginia Supportive Housing. Piedmont Housing Alliance will develop Phase Ill of the redevelopment, Premier Apartments (final name TBD), consisting of approximately 60 affordable apartments for family and senior households with 30%-80% AMI incomes. Premier Apartments will be designed to Enterprise Green Communities and Passive House standards. The building(s) will provide direct benefits to residents through increased durability, healthy interiors, and reduced utility bills. Piedmont Housing Alliance and Habitat for Humanity each demonstrate track records of successful development, combined they form an explosive combination. Once initiated, construction will be completed within 18 months, in May 2026. Construction can begin in 2024 once the site plan ls approved,building permits are issued, and the Low Income Tax Housing Credit rankings are released in 2023. 9. Metrics-Provide a detailed description of the metrics used to measure success. We will know the redevelopment of the MACAA property has been successful upon construction completion in partnership with Habitat for Humanity and Greater Charlottesville. We will know we have succeeded in providing 96 affordable homes, reactivating the underutilized space and integrating it as a Charlottesville neighborhood reserved for cost-burdened residents. Our metrics for success will include delivering on seven fully accessible homes, and 59 homes targeted to meet or exceed Universal Design standards -the gold standard for adaptability, and building rental homes that will not only be certified under Enterprise Green Communities, the national standard for green-built affordable housing, but also DOE Zero Energy Ready Homes (ZERH) certification and Passive House certification under the PHIUS Multifamily protocol. Page 160 of 423 Authorization: organization Name: Piedmont Housing Alliance Project Title: MACAA redevelopment I, certify that I am authorized to Lindsay C. Chamberlain (Authorized Organization Official) apply for funding from the City of Charlottesville. I certify that all information contained herein is accurate to the best of my knowledge. 02/18/2022 Signature Date Development and Lindsay C. Chamberlain Communications Manager Print Name Title 15 Page 161 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL AGENDA Agenda Date: April 12, 2022 (1st Reading) April 18, 2022 (2nd Reading) Action Required: Approval of Meals Tax Ordinance Presenter: Michael C. Rogers, Interim City Manager Staff Contacts: Krisy Hammill, Sr. Budget and Management Analyst Title: Amendment to City Code Sec. 30-451, Meals Tax Ordinance Change Background: The City currently levies a 6% meals tax on the purchaser of every meal sold in the city by a restaurant or caterer. The current rate has been in place since fiscal year 2020. As part of the FY 2022 budget, an increase of 0.5% is proposed, raising the tax rate to 6.5%. The City estimates that this change will bring in an additional $1.25 million in revenue for FY 2023. Discussion: The meals tax is paid by consumers of prepared hot foods sold for immediate consumption on and off a premises including restaurant and grocery store food bars. This tax does not apply to foods purchased for home consumption and preparation, which are taxed at 2.5%. Meals tax revenue continues to grow. Originally budgeted at $12.8 million in FY 2022, meals tax revenue is projected at $15.4 million for FY 2023 before the proposed increase to 6.5%. Community Engagement: There are several opportunities for the community to provide input into the budget with several public hearings on the budget and a few minutes reserved at the end of each budget worksession for public comment and input, along with the Community Budget Forum. In addition, this ordinance change has already been advertised to the public, via a legal ad in the Daily Progress, and a public hearing was conducted by City Council on the proposed increase on March 23, 2022. Alignment with City Council’s Vision and Strategic Plan: The new revenue supports several initiatives that are included in the City’s Strategic Plan including strong emphasis on affordable house, education, and supporting our employees. More information on the City’s Strategic Plan can be found at http://www.charlottesville.org/strategicplan. Budgetary Impact: Staff estimates that the rate change will generate an additional $1.25 million in FY 2023 revenue and is included in the in the revenue totals presented as part of the FY 2023 Budget Ordinance being considered by Council for approval on April 12, 2022. Alternatives: Council could elect not to raise the meals tax rate at this time, or approve a different rate increase. If that’s the case, staff will have to identify additional revenue or expenditure reductions in order to balance the budget. Page 162 of 423 Recommendation: Staff recommends approval of the ordinance change, increasing the rate from 6% to 6.5%. Suggested motion: “I move to approve the ORDINANCE amending and reenacting City Code Section 30-283, to increase the meals tax rate from 6 percent to 6-and-one-half percent” Attachments: Ordinance Page 163 of 423 ORDINANCE Amending, reenacting and reordaining Chapter 30 of the City Code, Section 30-283, to increase the meals tax BE IT ORDAINED BY THE COUNCIL OF THE CITY OF CHARLOTTESVILLE, VIRGINIA, that Chapter 30 (Taxation) Article X (Meals Tax), Section 30-283 of the Code of the City of Charlottesville (1990), as amended, is hereby amended, reenacted and reordained, as follows: Sec. 30-283. Levied. (1) In addition to all other taxes and fees of any kind now or hereafter imposed by law, a tax is hereby levied and imposed on the purchaser of every meal sold in the city by a restaurant or caterer. The rate of this tax shall be six (6) six and one-half percent (6.5%) of the amount paid for the meal. There shall be no tax if the total amount paid is less than thirteen cents ($0.13); on larger amounts a fractional cent of tax due shall be rounded to the next higher cent. …… BE IT FURTHER ORDAINED that the meals tax increase effectuated by this Ordinance shall be effective July 1, 2022. Page 164 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA REPORT TO CITY COUNCIL Date Submitted: March 24, 2022 (Via email to Clerk of Council) Contacts: Jessica Harris, Chair, Human Rights Commission Todd Niemeier, Director, Human Rights Commission Title: CY2020 Annual Report – Human Rights Commission & Office of Human Rights Introduction The Charlottesville Human Rights Commission, in partnership with the Office of Human Rights, acts as a strong advocate for justice and equal opportunity by providing citywide leadership and guidance in the area of civil rights. The Charlottesville Human Rights Ordinance (Chapter 2, Article XV of the Code of the City of Charlottesville), outlines the roles, duties, and responsibilities of the Human Rights Commission (HRC) and the Office of Human Rights (OHR). Per Sec. 2-433 of the Charlottesville Human Rights Ordinance, prior to the passage of the amended Ordinance on February 1, 2021, it is the role of the HRC and OHR to: (a) Identify and review policies and practices of the City of Charlottesville and its boards and commissions and other public agencies within the City and advise those bodies on issues related to human rights issues. (b) Collaborate with the public and private sectors for the purpose of providing awareness, education and guidance on methods to prevent and eliminate discrimination citywide. (c) Assist individuals who believe they are the victim of an act of unlawful discrimination within the City. (d) Make recommendations regarding the City’s annual legislative program, with an emphasis on enabling legislation that may be needed to implement programs and policies that will address discrimination. As required by Sec. 2-441 of the Charlottesville Human Rights Ordinance, the following report provides an overview of the work of the HRC and OHR during calendar year 2020. 1 Page 165 of 423 CY2020: Report Summary 2020 was a year of many changes for the Human Rights Commission (HRC) and the Office of Human Rights (OHR). HRC Director and OHR Manager Charlene Green stepped down at the end of February, after many years of dedicated leadership and service. During the remainder of 2020, the OHR was staffed by only one person. COVID-19 pandemic effects include: • Closing of the physical office of the OHR from March 16 through the end of the year • No meetings of the HRC from March-June, until virtual public meetings were made possible • Very little change in public demand for OHR services Despite these changes, the HRC, under the leadership of HRC Chair Shantell Bingham, was able to push forward the following ambitious projects: • The HRC made recommendations to City Council, including ideas for: o Building positive relationships between the HRC, the Police Civilian Review Board, and the proposed Office of Racial Equity, Diversity, and Inclusion o Revising the Charlottesville Human Rights Ordinance to mirror changes in state law and to clarify the enforcement process of the OHR o Updating the HRC Director and OHR Manager job description and hiring process o Developing a closer working relationship between the HRC and City Council. • The HRC communicated with UVA President Jim Ryan about COVID-19 precautions related to student and community safety. Despite being physically closed for more than nine months, the OHR continued to serve the community through outreach and individual services. While in-person outreach activities were limited due to the pandemic and a one- person office, the OHR: • Engaged in collaboration and leadership work within 14 different initiatives with many governmental, non- profit, and community partners • Documented 2,083 incoming and out-going individual service-related contacts (1,160 incoming) o 201 contacts involved counseling and guidance o 167 involved guidance related to housing • Assisted the Human Services Department’s COVID-19 relief efforts through 415 calls (over 200 were with Spanish-speaking residents) The OHR received 63 new inquiries and 2 new complaints: • 34 related to housing • 17 to employment • 3 to public accommodation • 9 to activities not protected by the Charlottesville Human Rights Ordinance The report that follows provides a detailed account of the work done by the HRC and OHR in 2020. City Council and members of the public are encouraged to contact OHR staff with any questions about the contents of the report or for more information about the services provided by the HRC and OHR. Staff contact: Todd Niemeier, Director, Human Rights Commission Phone: 434-970-3023 Email: humanrights@charlottesville.gov OHR Webpage: www.charlottesville.gov/665/Human-Rights HRC Webpage: www.charlottesville.gov/963/Human-Rights-Commission 2 Page 166 of 423 CY2020: HRC Detailed Overview CY2020 was a year of transition and growth for the HRC. With the departure of long-time HRC Director and OHR Manager Charlene Green at the end of February, the HRC, under the leadership of Chair Shantell Bingham, was tasked with thinking about the future of the HRC under new direction and within the context of the proposed Police Civilian Review Board (PCRB) and Office of Racial Equity, Diversity, and Inclusion (REDI). In March, the COVID-19 pandemic closed City offices and halted all City Boards and Commissions meetings until June. When it reconvened via virtual meetings in June, the HRC focused on implementing the goals it identified at its retreat in February and on preparing for a work session with City Council to discuss the future of the OHR. While the work session with City Council never took place, the Commission presented a CY2019 annual report detailing recommendations for the future of the OHR. During the HRC’s annual retreat on February 3, 2020, Commissioners identified the following areas of focus for 2020: 1. Letters of Support a. Continue to write letters of support coupled with a better understanding of the supported groups b. Grounded in the background work of the HRC 2. Motivate City Council and the City Manager to support the HRC 3. Pursue FEPA status 4. Advocate for response and action the City when providing recommendations 5. Increased public awareness 6. Improved HRC member attendance at meetings 7. Have clear priority City policy issue areas a. ADA access for deaf and hard of hearing at City Council b. LGBTQ+ employee rights and benefits c. Equitable policing i. Explore relationship with to the Civilian Review Board ii. Explore collaboration with the People’s Coalition iii. Explore HRC’s role in community/police relations d. Housing i. Potential advocacy around HB6 and HB357 ii. Explore relationship with the Charlottesville Low-income Housing Coalition iii. Explore relationship with the Housing Advisory Committee 3 Page 167 of 423 The table below summarizes the specific actions taken by the HRC in CY2020, aligned with the roles defined by Sec. 2-433 and the duties and responsibilities defined by Sec. 2-434 and Sec. 2-435 of the Charlottesville Human Rights Ordinance. Date Roles (Sec. 433) Duties and Responsibilities Action Notes Sec. 2-433. (a) Identify and review policies and practices of the City of As part of a proposed work session and CY2019 annual Charlottesville and its report to City Council, the HRC prepared a draft chart boards and commissions Sec. 2-435 8/20/2020 Recommendations to Council outlining the potential flow of work and dialogue between and other public agencies Systemic issues the HRC, PCRB, and the proposed Office of REDI. within the City and advise (Attachment 1) those bodies on issues related to human rights issues. Sec. 2-433. (a) Identify and review policies and practices of the City of As part of the above referenced proposed work session Charlottesville and its and CY2019 annual report to City Council, prepared a boards and commissions Sec. 2-435 draft revised job description for the vacant HRC 8/20/2020 Recommendations to Council and other public agencies Systemic issues Director/OHR Manager position that included some within the City and advise considerations recommended by local social justice those bodies on issues groups. (Attachment 2) related to human rights issues. Sec. 2-433. (b) Collaborate with the public and private sectors for the purpose of Sec. 2-434 The HRC wrote a letter to UVA President Jim Ryan 8/24/2020 providing awareness, Community dialogue and Letter of Position advocating for community safety regarding COVID-19 education and guidance engagement. and students returning to campus. (Attachment 3) on methods to prevent and eliminate discrimination citywide. 4 Page 168 of 423 Date Roles (Sec. 433) Duties and Responsibilities Action Notes Sec. 2-433. (b) Collaborate with the public and private sectors The HRC wrote a letter in response to UVA President Jim for the purpose of Sec. 2-434 Ryan's reply to the HRC previous letter. The HRC 9/7/2020 providing awareness, Community dialogue and Letter of Response encouraged specific actions that UVA could take to education and guidance engagement. ensure community safety during the COVID-19 on methods to prevent pandemic. (Attachment 4) and eliminate discrimination citywide. Sec. 2-433. (d) Make recommendations regarding the City’s annual legislative program, with an The HRC adopted the attached legislative Sec. 2-435 9/17/2020 emphasis on enabling Legislative Recommendations recommendations to City Council for the 2021 session of Systemic issues legislation that may be the Virginia General Assembly. (Attachment 5) needed to implement programs and policies that will address discrimination. Sec. 2-433. (b) Collaborate with the public and private sectors for the purpose of Sec. 2-434 The HRC wrote a letter to several social justice groups 9/18/2020 providing awareness, Community dialogue and Letter of Response after reviewing their list of recommended changes to the education and guidance engagement. Charlottesville Human Rights Ordinance. (Attachment 6) on methods to prevent and eliminate discrimination citywide. 5 Page 169 of 423 Date Roles (Sec. 433) Duties and Responsibilities Action Notes Sec. 2-433. (a) Identify and review policies and practices of The HRC adopted Resolution HR20-1 requesting that the City of Charlottesville City Council take all available action within their legal and its boards and Sec. 2-435 10/30/2020 HRC Resolution authority to promote a continued moratorium on evictions commissions and other Systemic issues resulting from the detrimental impacts of COVID-19 on public agencies within the the local economy. (Attachment 7) City and advise those bodies on issues related to human rights issues. Sec. 2-433. (a) Identify and review policies and practices of The HRC adopted Resolution HR20-2 outlining the the City of Charlottesville process by which the HRC would recommend to Council and its boards and Sec. 2-435 that a Commissioner be removed for good cause for 12/17/2020 HRC Resolution commissions and other Systemic issues engaging in activities that are harmful to the Commission public agencies within the and undermine public trust in the Commission and its City and advise those duties and responsibilities. (Attachment 8) bodies on issues related to human rights issues. Following the Virginia General Assembly's passage of amendments to state laws, including the Virginia Human Sec. 2-433. (a) Rights Act (Va. Code Title 2.2, Chapter 39) and the Identify and review Virginia Fair Housing Law (Va. Code Title 36, Chapter policies and practices of 5.1), the HRC held a series of work sessions to draft the City of Charlottesville proposed amendments to the Charlottesville Human and its boards and Sec. 2-435 12/17/2020 Policy Review & Recommendations Rights Ordinance (Chapter 2, Article XV or the Code of commissions and other Systemic issues the City of Charlottesville) in order to bring the local public agencies within the ordinance in line with state law and to refine elements of City and advise those both the HRC's and OHR's duties and responsibilities. bodies on issues related to The HRC voted to adopt the attached memo and proposed human rights issues. amendments to the Human Rights Ordinance for recommendation to City Council. (Attachment 9) 6 Page 170 of 423 CY2020 Summary and Analysis of HRC Work Duties and Summary and Analysis Roles Responsibilities Sec. 2-433. (a) Sec. 2-435 Summary Identify and review policies and Systemic issues The HRC put a strong focus on planning for the future practices of the City of of the HRC and OHR regarding human rights Charlottesville and its boards and enforcement, the relationship of the HRC and OHR to commissions and other public other equity-centered City offices and boards, and agencies within the City and human rights issues related to the COVID-19 advise those bodies on issues pandemic. related to human rights issues. Analysis The HRC faced barriers to sharing its policy recommendations to with City Department Directors and City Council due to reduction in public meetings caused by the COVID-19 pandemic and the turnover of City leadership, including the loss of the Director of the Human Rights Commission. The HRC prepared materials for a City Council work session to discuss the future of the HRC and OHR within the context of the new PCRB and Office of Equity, Diversity, and Inclusion but was unable to meet with Council in 2020. Sec. 2-433. (b) Sec. 2-434 Summary Collaborate with the public and Community dialogue The HRC’s community engagement centered around private sectors for the purpose of and engagement. the human rights impacts of the COVID-19 pandemic, providing awareness, education specifically the impact to the community of students and guidance on methods to returning to the UVA campus and the effect of prevent and eliminate COVID-19 on housing and evictions. The HRC also discrimination citywide. dedicated multiple meetings and work sessions with staff to consider and respond to proposals made by community members regarding changes to the Human Rights Ordinance. Analysis Despite the restrictions on public meetings, the HRC made efforts to stay engaged with the public through virtual public comment and be being responsive to community inquiries. The HRC has expressed a desire to explore more ways to hear from and engage with the public both in virtual and in-person forums. 7 Page 171 of 423 Duties and Summary and Analysis Roles Responsibilities Sec. 2-433. (c) Sec. 2-439.1 Summary Assist individuals who believe Enforcement The HRC has not been called upon to fulfill this role in they are the victim of an act of authority the last four years. unlawful discrimination within the City. Analysis Limitations to enforcement authority may contribute to the lack of discrimination complaints that rise to the level of appeals or public hearings. This could change if Council adopts changes to the Human Rights Ordinance that expand the enforcement authority of the Office of Human Rights to mirror recent changes in state law. While during the annual retreat the HRC expressed as desire to pursue a Fair Employment Practices Agency (FEPA) workshare with the Equal Employment Opportunity Commission (EEOC), the loss of staff and inability to hold a work session with City Council limited forward progress on this objective. Sec. 2-433. (d) Sec. 2-435 Summary Make recommendations Systemic issues The HRC continued to complete this responsibility regarding the City’s annual with a set of general recommendations legislative program, with an emphasis on enabling legislation Analysis that may be needed to implement The HRC has expressed a desire for more robust action programs and policies that will in this role. Better synchronization with the City fiscal address discrimination. and State legislative calendar could increase engagement. 8 Page 172 of 423 CY2020: OHR Detailed Overview In CY2020, the OHR staff included Charlene Green, OHR Manager/HRC Director (through the end of February 2020) and Todd Niemeier, Community Outreach & Investigation Specialist. On March 16, 2020, the Office of Human Rights closed to in-office appointments due to the COVID-19 pandemic, and staff worked remotely for the remainder of 2020, with limited in-person engagement outside the office, as required for individual service work. The following section provides an in-depth look at the specific work the OHR conducted in 2020. Within the Human Rights Ordinance, the OHR’s roles, as well as its duties and responsibilities, are not separated from those of the HRC. The OHR supports the HRC in its work to fulfill its roles as defined by Sec. 2-433 of the Human Rights Ordinance. The OHR is however the primary body that upholds Sec. 2-434. Duties and responsibilities – Community dialogue and engagement and Sec. 2-437. Duties and Responsibilities – Investigation of individual complaints and issuance of findings. The following detailed overview summarizes the work of the OHR in these two areas during CY2020. Community Outreach (As aligned with Sec. 2-434 of the Human Rights Ordinance) Community outreach is one of the primary tools used by the OHR to both encourage citizens to report allegations of discrimination and to prevent discrimination from happening in the first place. Systemic change requires major shifts in how society operates. Societal shifts start with individual awareness, education, and a willingness to make change. The OHR categorizes outreach in three ways: 1. Service Provision 2. Education & Awareness 3. Collaboration & Leadership Under the leadership of Charlene Green, community outreach was one of the primary strengths of the OHR. Ms. Green’s departure, coupled with the COVID-19 pandemic, led to a dramatic decrease in community outreach activity in 2020. The following table provides an overview of the limited community outreach work the OHR was able to complete in 2020. Most outreach activity centered around Collaboration & Leadership, as requested by community groups seeking OHR guidance on issues related to human rights or equity, diversity, and inclusion. 9 Page 173 of 423 The chart below summarizes the community outreach activities of the Office of Human Rights in 2020. Collaborative Initiatives Meetings Outcomes OHR staff met with Executive Director Courtney Charlottesville Albemarle Cacatian to discuss ideas around the expansion of 1 Convention and Visitors Bureau equity, diversity, and inclusion within the work of the Bureau. OHR staff met with City staff leading the Charlottesville Climate Action Charlottesville Climate Action Initiative to offer 2 Initiative feedback regarding engaging marginalized populations in future outreach. As a member of the planning team, OHR staff helped lead portions of large group meetings of food-focused non-profits and City staff. These Charlottesville Food Justice Network 4 meetings mostly focused on the Charlottesville (Large Group) Food Equity Initiative and proposed revisions to City’s comprehensive plan to include food equity language. OHR staff served as a member of the planning Charlottesville Food Justice Network team and assisted with the group’s work to plan 3 (Planning Team) the above-mentioned large group meetings and with food justice advocacy in Charlottesville. OHR staff was invited to hear the Foundation’s vision for improving relationships between Charlottesville Police Foundation 1 community members and police and to offer perspectives from the standpoint of human rights. OHR staff collaborated with staff from People and Congregations Engaged in Ministry (PACEM) to launch a project with Code for Charlottesville to build a web-based, affordable housing navigation tool for local housing navigators to use when Code for Charlottesville 8 assisting individuals in their housing search. OHR staff provided feedback throughout the software development process and connected Code for Charlottesville to housing navigators to vet the product. OHR staff regularly attended these meetings to plan community outreach activities in public and subsidized housing neighborhoods. While direct community outreach was put on hold due to the Community Based Recovery & 9 COVID-19 pandemic, we continued to meet to Support Advisory Group share cross-organizational updates and information in preparation for future outreach and to update the individual community members whom each organization supports. 10 Page 174 of 423 Collaborative Initiatives Meetings Outcomes C3 staff met with OHR staff to discuss community outreach and engagement strategies focused on Community Climate Collaborative 1 climate issues. OHR staff shared several community (C3) connections with C3 staff and helped make introductions for relationship-building. OHR staff was invited to provide feedback on the CRHA Relocation Committee 1 CRHA relocation planning for Crescent Halls. OHR staff met with a sub-committee of this group to discuss strategies around landlord outreach and Housing Advisory Committee 1 relationship-building to improve access to affordable housing. OHR staff organized a group of local non-profits and government agencies working in the realm of affordable housing to discuss potential ways to Housing Hub Discussion Group 2 develop a centralized housing navigation hub. This effort dovetailed with the work of Code for Charlottesville to create a web-based housing navigation tool. OHR staff served on the Community Research Review Board Advisory Group. OHR staff worked with PHAR staff, PHAR Board members, and community members to develop the initial Public Housing Association of framework for the Community Research Review Residents (PHAR) Board. The intent of this initiative was to create a 6 Community Research Review Board community-member led body to review graduate Advisory Group level research proposals before research is executed in low-wealth communities. The focus of the work this year was to develop an MOU with UVA and prepare job descriptions and hiring plans for a program coordinator and resident reviewers. This committee contacted OHR staff for input on planning community outreach to inform the future Rivanna Technical Committee 1 improvements along the Rivanna River corridor. OHR staff shared various community contacts and made recommendations for groups to contact. OHR staff and one HRC Commissioner remained in contact with VAHR. The VAHR is an organization with representatives from all HRCs and OHRs in Virginia Association of Human Rights Virginia who convene with the purpose of sharing 1 (VAHR) information and practices as relate to the protection of human rights in Virginia. VAHR meetings were limited this year due to the pandemic. OHR staff remains on the WGC Task Force as a Welcoming Greater Charlottesville liaison with the City and to provide input on ideas (WGC) 9 for outreach and programing to support refugees Task Force and immigrants in Charlottesville. 11 Page 175 of 423 Individual Assistance (As aligned with Sec. 2-437 of the Human Rights Ordinance) Individual service provision continued throughout 2020 despite the physical closure of the office from March 16 through the end of the year. OHR staff continued to receive individual inquiries and complaints by phone, email, and text throughout the year while primarily working remotely to help prevent the spread of COVID- 19. As needed to assist with individual inquiries and complaints, OHR staff continued to meet individual members in the community to deliver documents, gather signatures, and facilitate communication, using CDC-recommended precautions to protect community member health. Additionally, in the early months of the pandemic, the Charlottesville Department of Human Services approached OHR staff for assistance with answering and responding to calls to the Community Resource Hotline. The Hotline was tasked with providing emergency rent and utility relief, along with other pandemic- related services, in partnership with United Way, the Charlottesville Area Community Foundation, and later the state-funded Rent and Mortgage Relief Program. OHR staff assisted with answering and returning calls, primarily for people who spoke only Spanish. This work accounts for most of the 231 incoming and outgoing contacts conducted in Spanish in 2020. The following section presents an overview the types of services provided to individuals who contact the OHR for assistance. The OHR Data Dictionary (Attachment 10) defines the terms used in the following data summaries. The OHR 2020 Individual Service Data table (Attachment 11) provides detailed individual service data by month. The following key terms from the data dictionary have been included below for clarity when interpreting the data that follows. Contact: All walk-ins, appointments, phone calls, text messages, and emails with individuals. Incoming Contact: Any walk-in, appointment, phone call, text message, or email from an individual seeking assistance from the Office of Human Rights. Outgoing Contact: All service-related contacts initiated by OHR staff. Complaint: An incoming contact in which an individual wishes to pursue action regarding an allegation of discrimination that falls within the jurisdiction of the OHR, as defined by the Charlottesville Human Rights Ordinance. Inquiry: An incoming contact involving services provided to an individual by the Office of Human Rights and/or an individual allegation of discrimination that falls outside the jurisdiction of the office, as defined by the Charlottesville Human Rights Ordinance. Client Follow-up: An incoming contact from an individual who has an open inquiry or complaint. Staff Follow-up: An outgoing contact in which staff communicates with an individual who has previously contacted the office. Third-party Incoming: An incoming contact with a person who is a third party to an individual directly involved with an inquiry or complaint. Third-party Outgoing: An outgoing contact with a person who is a third party to an individual directed involved with an inquiry or complaint. The person directly involved must give verbal or written consent for staff to initiate a third- party outgoing contact. 12 Page 176 of 423 General Contact: An incoming contact that involves outreach coordination, event planning, volunteer coordination, or general information. The data presented below can also be found on the Office of Human Rights Department Scorecard. The Department Scorecard is an online reporting platform imbedded in the City website, which displays departmental performance as related to goals within the City’s Strategic Plan. Total Incoming Contacts During CY2020, the OHR received the following incoming contacts. Contact Type Total Number Total Incoming Contacts 1,160 New Complaints 2 New Inquiries 63 Client follow-ups 739 General Contacts 154 Third Party Incoming 202 The bar chart below shows the CY2020 contact data in relation to that of previous years. Data from prior to CY2018 was reanalyzed and redistributed into the contact categories listed above, for ease of comparison. The data pertaining to CY2014 Complaints was reviewed by jurisdiction and those contacts listed as Complaints that fell outside the jurisdiction of the OHR were reclassified as Inquiries. While contacts decreased overall between CY2019 and CY2020, it is notable that the total incoming contacts in CY2020 was only 690 fewer, despite the office being physically closed for nine and a half months of the year. This data corresponds to Measure 1.1 in the Department Scorecard. 13 Page 177 of 423 Total Inquiries and Complaints by Location The OHR received a combined total of 65 new inquiries and complaints in CY2020. Of the 65 inquiries and complaints received, 50 originated in the City of Charlottesville, 10 in Albemarle County, and 5 in other localities or localities not specified. Of the 65 inquiries and complaints, 11 involved allegations of discrimination. This data corresponds with Measure 1.2 in the Department Scorecard. Total Inquiries by Protected Activity Of the 65 combined new inquiries and complaints received by the OHR in CY2020, 63 were inquiries and 2 were complaints. Of the 63 inquiries, 34 related to the protected activity of housing, 17 to employment, 3 to public accommodation, and 9 to activities not protected by the Charlottesville Human Rights Ordinance. To date, the OHR has not received an inquiry regarding credit or private education. This data corresponds with Measure 1.3 in the Department Scorecard. 14 Page 178 of 423 Total Complaints by Protected Activity In CY2020, the OHR received 2 complaints: 1 within housing and 1 within public accommodation. This is a markedly lower number of contacts defined as “complaints” compared the reports from previous years. Starting in 2018, the definition of a complaint was refined to capture only those allegations of discrimination, which fall within the OHR’s jurisdiction. The other key factor that determines the number of contacts logged as complaints, is the individual’s interest in pursuing further action. If the individual does not choose to pursue further action, the contact is logged as an inquiry accompanied by an allegation of discrimination. Limits to the OHR’s jurisdiction often lead to referrals to other service providers that are better equipped to assist the individual. The chart below displays complaints by protected activity since 2014. The table below the chart provides summaries of the 2 complaints received in 2020. This data corresponds with Measure 1.4 in the Department Scorecard. Protected Protected Status Additional Information Activity Class(es) Housing Race Open This case was still under investigation at the end of 2020. Public Disability Closed This case was resolved through informal conciliation. Accommodation Note that this case was initially received in 2019, but the complainant decided to take formal action in 2020. 15 Page 179 of 423 Total Combined Inquiries and Complaints by Protected Class This data displays the self-identified protected class or classes associated with the 65 inquiries and complaints received by the OHR in CY2020. The OHR does not log protected class data unless the individual self-identifies the protected class during counseling or intake discussions. The table below shows the classification of all 65 combined inquiries and complaints received in CY2020. Note that the total number of identified protected classes can be greater than the total number of inquiries and complaints, as some individuals identify more than one protected class associated with a particular inquiry or complaint. The list of protected classes below is expanded to include the protected classes contained within the proposed amendments to the Human Rights Ordinance to be considered by City Council. The list of protected classes mirrors those protected by Virginia state law. This data corresponds with Measure 1.5 in the Department Scorecard. Protected Class Total associated inquires and complaints Age 1 Childbirth or Related Medical Conditions 0 Color 4 Disability 8 Gender Identity 0 Marital Status 0 National Origin 1 Pregnancy 0 Race 5 Religion 0 Sex 4 Sexual Orientation 0 Source of Funds 2 Veteran Status 0 Not Specified 39 Other (non-protected) 4 16 Page 180 of 423 Services Provided to Individual Contacts To better quantify the types of services provided to people who seek assistance, the OHR has developed a classification system to define service types. The pie chart below shows the percentage breakdown of service types for all 2,083 incoming and outgoing contacts in 2020. Referrals are not counted in this breakdown, as they are counted separately and are often a secondary service provided in addition to the services displayed below. Most service provision entailed providing information. This exchange could involve information related to an inquiry or complaint presented previously, or it could have been more general in nature. Services provided in partnership with the Charlottesville Department of Human Services for emergency response to the COVID-19 pandemic were categorized as Outreach Coordination. This work included 415 incoming and outgoing contacts, resulting in an unusually high percentage in the Outreach Coordination service area for 2020. Counseling was the third most often provided service. Counseling is only related to contacts classified as inquiries or complaints and involves providing guidance regarding potential options for resolution of a concern. This data corresponds with Measure 1.10 in the Department Scorecard. 17 Page 181 of 423 Referrals to Other Services A total of 44 contacts resulted in referrals to other service providers. In some cases, a single contact resulted in multiple referrals, depending on the nature of the concern. The list below shows the primary agencies to which the OHR refers individuals. The pie chart below the list of agencies displays the percentage breakdown of referrals by agency. Below the chart is a list of the agencies that represent the “Other: 43.6%” of referrals. This data corresponds with Measure 1.11 in the Department Scorecard. • EEOC (Equal Employment Opportunity Commission): Individuals are referred to the EEOC for employment discrimination cases that are outside the jurisdiction of the Office of Human Rights, as defined by state and federal law and the Charlottesville Human Rights Ordinance. • DPOR (Department of Professional and Occupational Regulation): This is a state government department that houses the Virginia Fair Housing Office. Clients are referred to DPOR for formal fair housing discrimination investigations. • PHA (Piedmont Housing Alliance): Individuals were previously referred to PHA for counseling regarding landlord tenant disputes and preliminary counseling regarding fair housing discrimination allegations, prior to referral to DPOR. In 2018, PHA staff trained Office of Human Rights staff to conduct fair housing counseling work, which diminished referrals to PHA. • CVLAS (Central Virginia Legal Aid Society): Individuals are referred to CVLAS for assistance with a variety of legal issues raised during intake, often pertaining to the protected activities identified in the Charlottesville Human Rights Ordinance. In some cases, clients will have simultaneous cases with CVLAS and the Office of Human Rights. • LAJC (Legal Aid Justice Center): Individuals are referred to LAJC for assistance with a variety of legal issues raised during intake, often pertaining to the protected activities identified in the Charlottesville Human Rights Ordinance. In some cases, clients will have simultaneous cases with LAJC and the Office of Human Rights. • CSRAP (Charlottesville Supplemental Rental Assistance Program): This is a City funded program administered by the Charlottesville Redevelopment and Housing Authority (CRHA) that offers a portable subsidy for people in need of affordable housing. Individuals are referred to the CSRAP when they come to the office is search of affordable housing assistance. • Other: Individuals are also referred to a wide variety of other agencies and offices depending on the particular concerns they present. A list of these agencies is included below the pie chart. 18 Page 182 of 423 Below is the list of agencies that fell into the "Other" referral category, 46.3% of referrals. These agencies are tangentially related to the direct work of the OHR but were determined by staff to be a viable option for some people seeking assistance. Note that some individuals were referred to several of these organizations following a single contact with the OHR. The data collection system does not count the individual times a person was referred to a specific agency when referrals to multiple agencies are aggregated under a single “Other” referral. Therefore, this is merely an alphabetical list of the "Other" organizations that received one or more referrals. • American Civil Liberties Union (ACLU) • Charlottesville Department of Human Services Community Resource Hotline • Charlottesville Department of Social Services – Benefits Division • Cruz Law, PLC • Jeff Fogel (local attorney) • Network 2 Work • PACEM – Secure Seniors Program • Prince William County Office of Human Rights • Region Ten Permanent Supportive Housing • Sin Barreras • Southern Poverty Law Center • U.S. Department of Justice Office of Civil Rights • UVA Innocence Project • UVA Maxine Platzer Lynn Women’s Center Free Legal Clinic • UVA Office for Equal Opportunity and Civil Rights • Virginia Lawyer Referral Service • Virginia Rent and Mortgage Relief Program (RMRP) 19 Page 183 of 423 Key Takeaways from Individual Service Provision Data from CY2020 What the data says… What this means in practice… The OHR received 1,160 incoming contacts, for an average • The number of incoming contacts was three times higher of 5 incoming contacts per day. during the months the office was physically open. • 595 of these incoming contacts were received while • For most the year, the OHR was staffed by a single person, the OHR was physically open in January through meaning only one community member could be served at a March. time. o This is an average of 198 contacts per • In addition to incoming contacts, OHR staff conducted 668 month follow-up contacts with individuals who contacted the office • 565 of these incoming contacts were received while and 255 third-party contacts for the purpose of referral and/or the OHR was physically closed in April through service coordination, for a combined total of 2,083 incoming December. and outgoing contacts. o This is an average of 63 contacts per month. The OHR received 11 incoming contacts that involved an • Allegations of employment discrimination were the primary allegation of discrimination. type of discrimination claim received by the OHR in 2020. • 3 allegations of employment discrimination within o While the HRC has expressed interest in pursuing a Fair the City of Charlottesville: Employment Practices Agency (FEPA) workshare  1 was referred to the EEOC. agreement with the Equal Employment Opportunity  2 were pending receipt of a formal Commission (EEOC), the OHR had insufficient staffing in complaint at the end of 2020. 2020 to handle the potential caseload. • 2 allegations of housing discrimination within the o Given the changes to the Virginia Human Rights Act in City of Charlottesville: 2020 and the proposed amendments to the Charlottesville  1 resulted in a formal investigation that Human Rights Ordinance, the OHR could expand its was ongoing at the end of 2020. jurisdiction over employment complaints without entering  1 was closed because it was non- into a FEPA agreement initially. (Attachment 11) jurisdictional but referred for legal • Allegations of housing discrimination were the second most assistance. common complaint. • 1 public accommodation allegations within the City o The proposed amendments to the Charlottesville Human of Charlottesville: Rights Ordinance would ensure that the OHR has express  1 resultied in a formal investigation that authority to investigate jurisdictional complaints of housing was resolved through informal discrimination. conciliation. • With the absence of a Director of the HRC, OHR staff can • The remaining 5 allegations occurred outside the only conduct intake and pursue investigations under the City of Charlottesville or involved unprotected oversight of the City Manager, and the City Manager becomes activities. the default authority that renders determinations on complaints. Of the 2,083 documented incoming and outgoing contacts, • This points to the significant number of contacts related to 201 involved counseling services. Of those 201, 167 housing concerns, and specifically navigating the affordable concerned housing. housing market. • Anecdotal evidence suggests this is due to an overwhelming unmet demand for affordable housing navigation services in Charlottesville, coupled with a lack of supply of affordable housing for people earning below 30% AMI. Of the 63 new inquiries and 2 new complaints received, • While allegations of discrimination attached to a specific individuals identified the following protected classes protected activity and class made up a small proportion of the associated with their concern: total incoming contacts, disability and race and/or skin color • 9 identified disability were the two most often identified reasons for discrimination • 5 identified race cited by the individuals who came to the OHR. • 4 identified skin color • 4 identified sex • 2 identified source of funds • 1 identified age • 1 identified national origin 20 Page 184 of 423 Analysis of OHR Community Outreach and Individual Assistance for CY2020 Analysis Community Outreach Individual Services Successes • Despite the many closures and • Despite the physical closure of the OHR in restrictions due to the COVID-19 and March, the OHR received only 690 fewer the resignation of the Director of the incoming contacts than in 2019. In 2019, the HRC, OHR staff maintained OHR saw the highest number of incoming connections to both organizational contacts in the history of its existence. partners and members of the public. Challenges • The COVID-19 pandemic was an • Had there been no pandemic resulting in the obvious barrier to in-person outreach physical closure of the office, it is presumed and events. that incoming contacts would have remained • Had there been no pandemic, reduced at levels similar to those in 2019, which staffing would have been the primary would have been wholly unsustainable for a barrier to outreach. single staff person and would likely have • One OHR staff person is insufficient to resulted in poor service to the community. develop and execute effective • Soliciting and collecting satisfaction data community outreach and still handle all from individuals who have received services intake, investigatory, and administrative in the past is difficult to execute with a single duties for the OHR and HRC. staff person, as individuals may be reluctant to disclose information to the same staff person that provided the services. Opportunities • When it is safe to resume in-person • With support from City Council and the City outreach: Attorney’s Office, the OHR could pursue o Additional staff could assist with expanded enforcement and conciliation outreach planning and execution, as authority. well as data collection during large • Volunteers and interns could assist with outreach events. satisfaction data collection and data entry o Volunteers and interns could assist while hiring is on hold. with data collection during events to • Additional staff could improve free staff to facilitate the events. responsiveness to community members and enhance the quality of service provision. 21 Page 185 of 423 CY2020 HRC & OHR Annual Report Attachment Index Attachment Description Reference Page in Report 1 City Department and Commissions relationship chart 3 2 HRC Director/OHR Manager revised job description 3 3 HRC Position Letter to UVA President, Jim Ryan 3 4 HRC Response Letter to UVA President, Jim Ryan 3 5 HRC Legislative Recommendations for 2021 4 6 HRC Response Letter to local social justice groups 4 7 HRC Resolution HR20-1 5 8 HRC Resolution HR20-2 5 9 Charlottesville Human Rights Ordinance – Proposed changes 5 10 OHR CY2020 Data Dictionary 11 11 OHR CY2020 Service Data 11 12 Summary of expanded employment enforcement 19 22 Page 186 of 423 Attachment 1 Page 187 of 423 Understanding Working Relationships between Key City Departments & Commissions The City is working towards developing an Office of Equity & Inclusion, launching the Civilian Police Review Board (already launched), as well as hiring a new Deputy City Director position. The Office of Human Rights and Human Rights Commission supports the creation and launch of all bodies. We also feel it is critical for the City to clearly understand the working relationship and productive crossover (without core duplication) of these departments and commissioner boards. In the joint work session, we hope to discuss draft frameworks/recommendations for the collective action each developing body will put forth. The core goal will be to develop better understanding for how each entity can productively work together/support one another. The diagram to the right is a draft visual to start the conversation. Page 188 of 423 Attachment 2 Page 189 of 423 Charlottesville Human Rights Commission Office of Human Rights Manager Job Description Draft Human Rights Commission Recommendations Working document_ July 16, 2020 Office of Human Rights Director GENERAL SUMMARY: Works at an advanced professional, leadership, and managerial level in strategy, planning, organizing, and coordinating the Human Rights Office and program activities within the City Manager’s direct chain of command and authority. The Director provides overall strategic direction for the Office of Human Rights; Provides staff support for the Human Rights Commission; Coordinates and on occasion conducts investigations into allegations of discrimination on the basis of race, color, sex, religion, national origin, marital status, handicap, gender identity, sexual orientation, and/or age as prohibited by local ordinance in the areas of private sector employment for employers employing 6 to 14 employees, private education, credit and public accommodations; Assigns and evaluates the work of office staff; Provides technical guidance and training; Negotiates with respondents, complainants and their representatives; Speaks to various civic, faith and private business groups; and Performs special projects as assigned. Primarily and most frequently the work is performed independently, with diverse functional areas and more specialization and ability to train others. This position reports to the City Manager who holds day-to-day operational oversight. ESSENTIAL RESPONSIBILITIES AND DUTIES: ● Provides strategic leadership and planning for the Office of Human Rights to promote equity and ensure human rights alignment within and across the City of Charlottesville. ● Administers and coordinates activities of the Human Rights program. ● Stays in regular communication with the City Council Liaison to the Office of Human Rights and the Human Rights Commission. ● Trains staff on new or revised policies and procedures. ● Supervises, coordinates, assigns, and evaluates the work of office staff and subordinate personnel ● Develops partnerships that identify and address issues of discrimination on the basis of race, color, sex, religion, national origin, marital status, handicap, gender identity, sexual orientation, and/or age. This may include workshare agreements such as FEPA agreements with Equal Employment Opportunity Commission (EEOC) and FHAP agreements with the Department of Housing and Urban Development (HUD). ● Receives and reviews initial complaints; conducts intake conferences; conducts. ● Directs and coordinates efforts of OHR staff to investigate, mediate, and reconcile allegations of discrimination. ● Provides staff support for the Human Rights Commission: o Responds to Human Rights Commission and community inquiries regarding Page 190 of 423 issues, policies, and complaints. o Helps to conceptualize, develop, and carry our research projects for the Commission. o Provides preliminary data and research for the Commission to evaluate feasibility and strategy of possible projects. o Works with the Commission to develop a strategy when moving forward with a given issue. o Recommends to the Commission amendments and additions to the Charlottesville Human Rights Ordinance. ● Administers and implements programs including discrimination prevention, education, voluntary compliance and outreach efforts to citizens, and community and business groups. ● Develops and disseminates human rights literature, reports, correspondence and memoranda to advance equity and human rights in our community. ● Interprets policy/procedures, and provides technical assistance and guidance to staff and volunteers; recommends alternative solutions to difficult negotiations. ● Researches and designs program evaluation criteria and methods; collects and reports performance measures for the Human Rights Office's programs. ● Prepares reports, correspondence, and memoranda including bi-annual reports to City Council. ● Conducts research on human rights issues and disseminates information to advance equity. ● Prepares and manages the Office's annual budget. ● Performs related tasks as required. Primarily and most frequently the work is performed independently, with diverse functional areas and more specialization and ability to train others. EDUCATION, EXPERIENCE AND SKILLS: Education: Any combination of education and experience equivalent to a Master’s degree from an accredited college with major work in Public Administration, Personnel Administration, Sociology, Psychology, Law, Law Enforcement, Mediation Training, Employment Investigation Training or related field. A Law degree is not required but preference will be given to applicants with work experience, training and/or education in the legal field. Experience: A minimum of five years' experience in civil/human rights compliance, education, housing, employment, investigation, administration or other related field. Skills: Commitment to racial, social, and economic equity with proven track record of community engagement and thought leadership in human rights issues. Ability to read and comprehend complex legal materials. Ability to interpret policy/procedures, and provide technical assistance and guidance to staff and volunteers; to recommend alternative solutions to difficult negotiations. Ability to supervise the work of others including assigning and reviewing investigations performed by staff. Ability to compose and edit reports, research, proposals, procedures, policies, recommendations, etc. Ability to develop and disseminate human rights research and literature. Ability to organize major studies of systemic discrimination including conducting research, enabling expert panels, conducting hearings and townhalls, and producing policy reommendatinons. Interpersonal skills of facilitation, conflict Page 191 of 423 resolution, restorative justice and other methods to resolve complaints, maintain liaison, and speak in public. Ability to negotiate fairly and effectively with involved parties and/or their representatives to resolve complaints; and recommend further action. Ability to define problems and collect relevant information to recommend policy solutions. Thorough knowledge of federal guidelines and regulations pertaining to human rights issues. ORGANIZATION COMPETENCIES: Interpersonal Effectiveness/Communication: Reviews documents for professional, technical, and content errors, and may be called on to review and revise more complex documents. Often acts as a formal or informal team leader or project leader. Provides communication support or consultation. Service/Support Orientation: Assists others to find answers to the more difficult and complex questions. Forms professional working relationships with individuals in other departments and organizations to resolve issues. Coaches or trains others to reach positive service and support outcomes. In addition to applying city and agency guidelines, provides consultation to others in more diverse and complex situations. Multi-tasking/Problem Solving: Independently balances multiple complex tasks. Trains, coaches or mentors others to develop skills in multi-tasking and problem solving. Trains, coaches or mentors others to develop project management skills. Organization: Sets and adjusts priorities to accomplish objectives. Advises others in matters of standard or routine technical assistance, interpretation and consultation. Provides professional support to other workers. Assists in resolving schedule conflicts within the team. Assists team members in managing appointments and assignments. Trains, mentors or coaches others in matters of organization skill and knowledge. JOB FAMILY COMPETENCIES: Performance Management: Demonstrates skill and proficiency in integrating the performance management of several functional or operational areas. Manages the performance of others who have responsibility for supervising others, for complex decision-making, and the coordination of various functions and interaction with professional and technical specialists. Teamwork and Cooperation: Brings multiple units or departments together to pool resources in support of goal accomplishment. Creates cross-function teams in a variety of specialized operational and programmatic areas. Builds and implements the framework for team accountability and performance in multiple functional areas to reduce the negative impact of functional barriers imposed by hierarchical structure and department boundaries. Explores best practices of how the work of teams and units within the department or division can contribute to the goals and objectives of city government. Coordination, Planning, and Decision-Making: Uses a wider variety of inter- and intradepartmental resources to address problems and to carry-out decisions. Uses integrated project management to coordinate several different complex projects and deploys work break- down structures for identifying work, assigning resources, and estimating. Evaluates Page 192 of 423 performance metrics, process design, and output of several differing functional areas to determine needed improvements and creates plans to meet identified needs. Applies systematic multi-factor analysis, trend analysis, and other forms of data analysis and assessment to a diversity of operations and programs for the purpose of planning and managing resources. Technical and Content Knowledge: Serves as a subject matter expert or resource person in specialty areas of services, operations or programs, policy, finances, planning, or other areas of professional or administrative expertise. Demonstrates understanding of the purpose, processes, procedures, methods, technologies, tools, equipment, terminology, standards, performance measures, and outcomes of work teams, units, and specialty areas of multiple functional areas of multiple functional areas and units. PHYSICAL CONDITIONS & WORK CONTACTS: Standard work environment. FLSA Status: Exempt Page 193 of 423 Attachment 3 Page 194 of 423 City of Charlottesville Human Rights Commission August 24th, 2020 Commissioners Dear President Ryan, Shantell Bingham We write you as collective residents of the Charlottesville community representing Chair diverse backgrounds, livelihoods, and experiences as members of the Human Rights Commission. This letter comes to you at the height of decision making during a Sue W. Lewis Vice Chair pandemic that has spared some lives but has also cost our community many more. Therefore, we ask in our capacity as neighbors and advocates of human rights that you do not bring the bulk of undergraduate students back to the University of Virginia for Jeanette Abi- Nader the Fall semester. Pheobe Brown We recognize that you are balancing many difficult and competing demands in making this decision. We applaud the efforts that you have undertaken to require testing, Ernest Chambers request that students quarantine, and create a culture that supports public health guidance. We understand that you have delayed their return until early September and Jessica Harris have promised to make a final decision by August 28. Our mission is to protect the human rights of our community, however. The right to health is paramount, and we Laura J.W. Keppley center the most vulnerable. We are concerned that bringing thousands of students back to our community will endanger the lives of the staff, especially low wage staff working Kathryn Laughon frontline jobs, the students, the faculty, and the larger community. Andrew Orban We have already seen a disparate impact of COVID-19 by race. The population of the Thomas Jefferson Health District is just under 14% African American,1 yet Black Lyndele von residents compose almost 19% of cases, over 39% of hospitalizations and over 24% of Schill fatalities. The Latinx community is just under 5% of the TJHD population2, yet accounts for almost 27% of cases and almost 17% of hospitalizations. These numbers do not Robert Woodside account for the loss of income due to illness or the long-term disability that many of those who recover will face.3 While, we do not have access to information about other Melvin Grady groups that fall within our purview, such as those living with disabilities, but Olivia Gabbay commonsense would suggest that they are also uniquely vulnerable. Ann J. Smith Indeed, the disproportionality of this pandemic has demonstrated to us that health is a matter of human rights, and now more than ever, we all have the moral obligation to play our parts to the fullest of our ability and in collaboration with others. Many local school system actors are stepping up to the plate, implementing innovative and forthcoming virtual learning.4 They’re not only following the lead of experts across the globe5 that caution against in-person learning for large universities6, but they’re also responding to the needs of their staff while also weighing the cost of their decisions for the community at large Page 195 of 423 President Ryan, the steps you take send a message to us all. Given the overwhelming disappointment of national leadership to protect us, it is up to local leaders to act quickly and strategically to protect lives. We add our voices to those requesting that the University of Virginia suspend the return of undergraduate students to Grounds and ask that they not return to their off-Grounds lodgings. We ask that the University not stand apart from us, but with us as we manage this pandemic together. In pursuit of justice, we serve, Shantell Bingham, Chair Human Rights Commission 106 5th St NE, Charlottesville, VA 22902 shantellbingham@gmail.com 1 https://www.vdh.virginia.gov/data/demographics/ 2 https://www.vdh.virginia.gov/content/uploads/sites/91/2019/08/2019-MAPP2Health-Report.pdf 3 https://www.theatlantic.com/health/archive/2020/06/covid-19-coronavirus-longterm-symptoms-months/612679/ 4 Charlottesville City Schools goes virtual: http://charlottesvilleschools.org/coronavirus/ Albemarle County Public Schools goes nearly all virtual: https://www.k12albemarle.org/our-division/return-to-school 5 https://www.who.int/westernpacific/news/speeches/detail/virtual-press-conference-on-covid-19-in-the-western- pacific 6 https://www.theatlantic.com/ideas/archive/2020/07/colleges-are-getting-ready-blame-their-students/614410/ Human Rights Commission Charlottesville Office of Human Rights 106 5th St NE, Charlottesville, VA 22902 Page 196 of 423 Attachment 4 Page 197 of 423 Page 198 of 423 Page 199 of 423 Page 200 of 423 Attachment 5 Page 201 of 423 Human Rights Commission Legislative Recommendations to City Council 2021 Legislative Session Pursuant to Sec. 2-433. (d) of the Charlottesville Human Rights Ordinance, it is the role of the Human Rights Commission to “make recommendations regarding the City’s annual legislative programs and policies that will address discrimination.” On September 17, 2020, the Human Rights Commission voted to adopt the following recommendations for consideration by City Council as it prepares its statement of legislative positions for the 2021 General Assembly session. Affordable Housing; Regulation of Development; Local Authority over Local Real Estate • Support state legislation that permits municipalities within the Commonwealth to enact, at their discretion, ordinances mandating that all property owners within the municipality register their rental properties with the local government for the purpose of ensuring access to safe, healthy, and affordable housing for city residents. • Support state legislation that allows for long-term payback plans for tenants who are behind on rent, once the eviction moratorium ends. Criminal Justice Reform • Support state legislation to remove qualified immunity. • Support state legislation for expungement of criminal records once a person is found guilty. Prosperity, Health, and Well-Being • Support state legislation that expands mental health resources and care. Page 202 of 423 Attachment 6 Page 203 of 423 Human Rights Commission Human Rights Commission Response to Letter Submitted on March 9, 2020 by Legal Aid Justice Center, Public Housing Association or Residents, Virginia Organizing, Charlottesville Low-Income Housing Coalition, Black Lives Matter-Charlottesville, Standing Up for Racial Justice-Charlottesville & People’s Coalition on Criminal Justice Reform September 18, 2020 The Human Rights Commission invested time reviewing the letter, endorsed by the above organizations and groups, at several meetings including: June 11th ad hoc committee meeting, June 18th Human Rights Commission Meeting, July 2nd ad hoc committee meeting, July 16th Human Rights Commission Meeting, and August 20th Human Right Commission Meeting. The purpose of the two ad hoc committee meetings was to draft an agenda for a joint work session with City Council and the Human Right Commission, which we anticipated would occur on July 28th. A key focus for that meeting was to discuss the job description and hiring protocol for the Office of Human Rights (OHR) Manager/Human Rights Commission (HRC) Director. We also met with Assistant City Attorney, Allyson Davies for legal advice on our recommended changes to the position description and potential revisions to the Human Rights Ordinance. 1. Hiring a Manager of the OHR/Director of the HRC who has legal and civil rights credentials and significant experience with human rights compliance; This suggestion was discussed and included in the proposed Office of Human Rights Director position description as follows: [EXCERPT] Education: Any combination of education and experience equivalent to a Master’s degree from an accredited college with major work in Public Administration, Personnel Administration, Sociology, Psychology, Law, Law Enforcement, Mediation Training, Employment Investigation Training or related field. A Law degree is not required but preference will be given to applicants with work experience, training and/or education in the legal field. Experience: A minimum of five years' experience in civil/human rights compliance, education, housing, employment, investigation, administration or other related field. Page 204 of 423 2. Revising the position description for the position of Manager/Director to include the skills necessary to direct, supervise and manage the mandated HRC task of conducting one major study of systemic discrimination per year and producing substantive policy recommendations to Council (We attach the original position description with some suggested modifications); This suggestion was discussed and included in the proposed Office of Human Rights Director position description as follows: [EXCERPT] ESSENTIAL RESPONSIBILITIES AND DUTIES: ● Provides strategic leadership and planning for the Office of Human Rights to promote equity and ensure human rights alignment within and across the City of Charlottesville. ● Administers and implements programs including discrimination prevention, education, voluntary compliance and outreach efforts to citizens, and community and business groups. ● Develops and disseminates human rights literature, reports, correspondence and memoranda to advance equity and human rights in our community. ● Interprets policy/procedures, and provides technical assistance and guidance to staff and volunteers; recommends alternative solutions to difficult negotiations. ● Researches and designs program evaluation criteria and methods; collects and reports performance measures for the Human Rights Office's programs. ● Prepares reports, correspondence, and memoranda including bi-annual reports to City Council. ● Conducts research on human rights issues and disseminates information to advance equity. 3. Changing the ordinance to direct the new Director of the OHR to work with the HRC to establish agreements with EEOC and HUD for workshare agreements (FEPA and FHAP) in order for the HRC/OHR to expand complaint investigations in housing and employment; This suggestion was discussed and included in the proposed Office of Human Rights Director position description as follows: [EXCERPT] ESSENTIAL RESPONSIBILITIES AND DUTIES: ● Develops partnerships that identify and address issues of discrimination on the basis of race, color, sex, religion, national origin, marital status, handicap, gender identity, sexual orientation, and/or age. This may include workshare agreements such as FEPA agreements with Equal Employment Opportunity Commission (EEOC) and FHAP agreements with the Department of Housing and Urban Development (HUD). Regarding amendments to the Human Rights Ordinance: • The HRC/OHR can enter into workshare agreements without any stipulations made to this effect in the Human Rights Ordinance. • Amending the ordinance to specify into which agreements the HRC/OHR must enter is not legally advisable, as it binds the HRC/OHR to these particular agreements to the exclusion of others, thereby potentially limiting the HRC/OHR’s enforcement authority, Page 205 of 423 should any changes occur that make these agreements unworkable or no longer the ideal enforcement mechanism. • Furthermore, the HRC/OHR cannot enter into any workshare agreements without sufficient staff, or the budget to contract with such staff, to fulfill the obligations of intake counseling, investigation, determination, administration, and enforcement. • Additionally, the Mayor has indicated that the hiring of a Deputy City Manager to oversee the HRC/OHR, the Office of Equity, Diversity, and Inclusion, the Police Civilian Review Board, the Department of Human Services, and the Department of Social Services is a pre-requisite to hiring an HRC Director/OHR Manager. This new Deputy City Manager will have the authority to oversee the hire of OHR staff and to guide the future path of the HRC/OHR. 4. Reduce the HRC membership back to 7 or 9 by using a first in, first out format for reducing its size for effective deliberation and action; As a Commission we discussed the recommendation on a few occasions. As a starting point, we agreed to check in with current Commission members with sporadic attendance to determine if they are able to maintain an active presence on the Commission. The conversation highlighted the importance of maintaining a robust and active commission and to continue to utilize ad hoc committees for specific areas that needed focused attention. On September 17, 2020, the HRC voted to adopt a proposed revision to the Human Rights Ordinance setting an upper limit of 15 members. This is proposed revision will be reviewed by the City Attorney’s Office along with a host of other proposed revisions before being taken to Council for consideration. 5. Requiring that 4 HRC commissioners have subject-matter expertise in housing, health, employment, education and that at least 2 commissioners be from organizations representing citizens from historically marginalized communities affected by housing and employment discrimination; We discussed this recommendation but did not come to a vote or consensus. Currently, the recommendation is to highlight specific areas of expertise that are needed on the Commission in the application process, but not to specify a particular seat. Each of the areas recommended received support for consideration and representation. 6. Moving the OHR Director/HRC functions related to discrimination complaint compliance and major systemic studies of discrimination into the City Attorney’s Office with direct oversight by Council; We explored this recommendation. While the HRC was in favor of the idea to separate the Human Rights Commission from reporting directly to the City Manager for potential conflict of interest reasons, we learned through Allyson Davies that we are not permitted to make this change. Page 206 of 423 An Ordinance ad hoc committee was formed to review the ordinance and make recommendations regarding the proposed inclusion of major systemic studies of discrimination and other suggestions. 7. Designating a Council liaison to the HRC; The Commission discussed this recommendation and was in favor of its implementation. We discussed this with Councilor McGill and this issue is being addressed by the Ordinance ad hoc committee. 8. Modifying the ordinance to mandate the chair of the HRC report directly to Council every quarter on progress related to systematic studies of discrimination; The Commission discussed this recommendation and overall was in favor of its implementation. This issue is being explored further by the Ordinance ad hoc committee. 9. Modifying the current ordinance and bylaws of the OHR/HRC to reflect the changes specified above. As noted above, the Commission formed an Ordinance ad hoc committee that is charged with exploring changes with the City Attorney’s office and returning to the full committee with recommendations. Page 207 of 423 Attachment 7 Page 208 of 423 RESOLUTION TO ADVOCATE FOR A LOCAL MORATORIUM ON EVICTIONS CHARLOTTESVILLE HUMAN RIGHTS COMMISSION RESOLUTION #: HR20-1 WHEREAS, the Charlottesville Human Rights Commission, hereinafter “the Commission,” acts as a strong advocate for justice and equal opportunity by providing citywide leadership and guidance in the area of civil rights (City code Article XV. Sec. 2-433.); and WHEREAS, the Charlottesville Human Rights Ordinance identifies housing as a protected activity (City code Article XV. Sec. 2-431a.); and WHEREAS, the Charlottesville Human Rights Ordinance identifies age, disability, marital status, national origin, pregnancy/childbirth, race/skin color, religion, and sex as protected classes (City code Article XV. Sec. 2-431a.); and WHEREAS, people with disabilities are disproportionately more likely to live in poverty, and people aged 65 or older make up the largest percentage of the disabled population (Thomas Jefferson Area Planning District Commission Draft Analysis to Impediments to Fair Housing Choice, January 17, 2019); and WHEREAS, low-income African American and Hispanic households bear a disproportionate share of the cost burden of the lack of affordable housing (City of Charlottesville Housing Needs Assessment Socioeconomic and Housing Market Analysis, April 4, 2018); and WHEREAS, the average cost of rental housing in the City of Charlottesville is $1,384 (City of Charlottesville Housing Needs Assessment Socioeconomic and Housing Market Analysis, April 4, 2018); and WHEREAS, for a family of three at 30 percent of AMI (roughly $20,700) affordable rent would be $520 per month, including utilities (City of Charlottesville Housing Needs Assessment Socioeconomic and Housing Market Analysis, April 4, 2018); and WHEREAS, Charlottesville is home to an estimated 811 extremely low-income (less that 30 percent AMI) non-student renter households, 115 individuals in emergency shelters, and 23 unsheltered individuals (City of Charlottesville Housing Needs Assessment Socioeconomic and Housing Market Analysis, April 4, 2018); and WHEREAS, on March 11, 2020, the World Health Organization declared the outbreak of the novel coronavirus, SARS–CoV–2, and the disease it causes, commonly referred to as COVID-19, a pandemic (for reference in this ordinance, this virus and the disease that it causes are referred to as “COVID-19”); and Page 209 of 423 WHEREAS, City Manager and Director of Emergency Management, Dr. Tarron J. Richardson, declared the potential spread of COVID-19 an emergency on March 12, 2020 pursuant to a Resolution adopted by the Charlottesville City Council; and WHEREAS, also on March 12, 2020, Governor Ralph S. Northam issued Executive Order Number Fifty-One (“EO 51”) declaring a state of emergency for the Commonwealth of Virginia because of the COVID-19 pandemic; EO 51 acknowledged the existence of a public health emergency arising from the COVID-19 pandemic and that it constitutes a “disaster” as defined by Virginia Code § 44-146.16 because of the public health threat presented by a communicable disease anticipated to spread; and WHEREAS, on August 7, 2020, the Supreme Court of Virginia issued an amendment of the eighth order extending declaration of Judicial Emergency in response to COVID-19, specifying that, effective August 10, 2020, and through September 7, 2020, pursuant to Va. Code § 17.1-330, the issuance of writs of eviction pursuant to unlawful detainer actions is suspended and continued. BE IT RESOLVED that the Commission hereby advocates and respectfully requests that City Council take all available action within their legal authority to promote a continued moratorium on evictions resulting from the detrimental impacts of COVID-19 on the local economy. Dated this ___30_____ of ___October___, 2020. ___________________________________________ Shantell Bingham, Chair, Human Rights Commission Page 210 of 423 Attachment 8 Page 211 of 423 Page 212 of 423 Attachment 9 Page 213 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL AGENDA Agenda Date: City Council Meeting date at which Agenda Item will be considered Action Required: Review the recommended amendments to the Human Rights Ordinance Adopted by the Human Rights Commission and approve the amendments or provide feedback for further revision. Presenter: Shantell Bingham Chair Charlottesville Human Rights Commission Staff Contacts: Todd Niemeier Community Outreach and Investigation Specialist Interim Director, Human Rights Commission Interim Manager, Office of Human Rights Title: Human Rights Ordinance Recommended Amendments Background: City Council approved the current Charlottesville Human Rights Ordinance (Chapter 2, Article XV of the Code of the City of Charlottesville) on May 20, 2013. The Charlottesville Human Rights Commission (HRC) has adopted several amendments to the Human Rights Ordinance (hereafter the Ordinance) for consideration and approval by City Council. The adopted amendments mirror recent changes in state statutes, provide clarification regarding the investigation and issuance of findings pertaining to individual complaints of discrimination, and ensure that the Ordinance is better aligned with City Council’s Vision and Strategic Plan. Discussion: During regular publicly noticed meetings in 2019 and 2020, the HRC considered public feedback regarding the effectiveness of the HRC and the Office of Human Rights (OHR) in addressing individual complaints of discrimination and systemic issues of discrimination. At its regular meeting on July 16, 2020, the HRC Chair recommended the formation of an ad hoc committee to work with the City Attorney’s Office and OHR staff to draft amendments to the Ordinance aimed at addressing some of the publicly raised concerns and recent changes in state law. The ad hoc committee met with the Assistant City Attorney and OHR staff on August 4, September 8, and October 6, 2020, to discuss and draft revised Ordinance language for presentation to the full HRC. This committee consisted of only two HRC Commissioners, and the meetings were not publicly-noticed, to conform with Council’s order that Commissions hold no more than one publicly-noticed meeting per month. The Assistant City Attorney reviewed all draft Ordinance language for legality and alignment with state law, prior to presentation to the HRC for discussion. The ad hoc committee presented the draft Ordinance amendments to the HRC during the publicly noticed regular meetings on September 17, and October 15, 2020. During these meetings, the HRC discussed, and voted to adopt, the proposed amendments included in the attached copy of the Ordinance. OHR staff submitted the attached copy Page 214 of 423 of the Ordinance, containing the amendments adopted by the HRC, for final review by the City Attorney on October 30, 2020. If City Council approves the recommended revisions to the Ordinance, the HRC and OHR will develop a public outreach plan to raise awareness of the changes and how they might impact the local population. Alignment with City Council’s Vision and Strategic Plan: The Ordinance amendments, adopted by the HRC and recommended to City Council for approval, align with Council’s vision of the City as a leader in social justice and healthy race relations, and a City that is flexible and progressive in anticipating and responding to the needs of our citizens. Additionally, the adopted amendments align with the following Goals and Objectives within the Strategic Plan:  Goal 1: Inclusive, Self-Sufficient Community o Objective 1.3: Increase affordable housing options  The amended Ordinance contains language that increases protections against housing discrimination, enabled by recent changes to the Virginia Fair Housing Law (Virginia Code Title 36, Chapter 5.1)  Relevant amended Ordinance sections o Sec. 2-431 (a) o Sec. 2-431 (b) o Sec. 2-431 (c) o Sec. 2-431 (d) o Sec. 2-437 (b) o Objective 1.5: Intentionally address issues of race and equity  The amended Ordinance contains language that increases protections against discrimination within all of the protected activities and protected classes, enabled by recent changes to the Virginia Human Rights Act (Virginia Code Title 2.2, Chapter 39), the Virginia Fair Housing Law (Virginia code Title 36, Chapter 5.1), and Virginia Code, Title 15.2, Chapter 9, §15.2-965.  Relevant amended Ordinance sections o Sec. 2-431 (a) o Sec. 2-431 (b) o Sec. 2-431 (c) o Sec. 2-431 (d) o Sec. 2-437 (b)  Goal 5: Responsive Organization o Objective 5.3: Provide responsive customer service  The amended Ordinance contains revisions that:  Allow more diversity and inclusiveness within the body of the HRC; o Sec. 2-432 (a)  Prioritize assistance to individuals who believe they are the victim of unlawful discrimination; o Sec. 2-433 (a) o Sec, 2-433 (c)  Maximize the jurisdiction of the OHR (concurrent with state and federal law); o Sec. 2-431 (a) o Sec. 2-431 (b) Page 215 of 423 o Sec. 2-431 (c) o Sec. 2-431 (d) o Sec. 2-437 (b)  Clarify the process for investigation and issuance of findings regarding individual complaints of discrimination; and o Sec. 2-437 (b) o Sec. 2-437 (c) o Sec. 2-437 (d) o Sec. 2-437 (f)  Adopt LGBTQ+ inclusive pronouns throughout the Ordinance. o Sec. 2-437 (c) o Sec. 2-439.1 (f) o Sec. 2-439.1 (g) Community Engagement: On March 9, 2020, the HRC received a copy of a letter sent to City Council and the City Manager from Mr. Walt Heinecke, and endorsed by several local social justice advocacy groups, outlining nine suggestions for the restructuring of the HRC and OHR. Mr. Heinecke also shared public comment regarding the letter of suggestions during HRC regular meetings on June 18, August 20, and September 17, 2020. As noted in the “Discussion” section, the HRC discussed feedback from the public relating to the Ordinance revisions at several of its regular meetings during 2019 and 2020. All regular meetings of the HRC are open to the public. OHR staff posts public notice of all regular meetings on the City website calendar. All of the agendas, agenda packets, and minutes are available to the public via the City website. A draft of the revised Ordinance, which includes all of the amendments adopted by the HRC, is included in the draft minutes of the HRC regular meeting on October 15, 2020, which are posted on the City website. Budgetary Impact: Council’s approval of the amended Ordinance has no immediate fiscal impacts. The FY20 Budget includes funding for the current vacant position of OHR Manager/HRC Director. This position, if filled, would better equip the OHR and HRC to handle individual complaints of discrimination. Recommendation: The HRC recommends approval of the adopted amendments to the Human Rights Ordinance. OHR staff concurs with the HRC recommendation. Alternatives: If Council chooses not to approve the amendments to the Ordinance adopted by the HRC, the enforcement authority of the OHR and HRC will be less robust that what is allowable under current state laws that address illegal discrimination. As a result, citizens seeking assistance with individual complaints of discrimination that would have been covered by the proposed amendments will necessarily be referred to other, potentially non-local, agencies. The HRC respectfully requests a written response from Council detailing the reasons for the complete or partial disapproval of any of the proposed amendments so that it may attempt to revise the Ordinance language for future consideration by Council. Page 216 of 423 Attachments: Attached please find a copy of the Charlottesville Human Rights Ordinance containing the amendments adopted by the HRC for recommendation to Council for approval. Page 217 of 423 KEY TO EDITS Red strike-through: Text to be changed or removed. Blue: New text. (Note: some of the sub-heading labels may be red or blue, this may not reflect a change but rather the default formatting of Microsoft Word). AN ORDINANCE AMENDING AND REORDAINING CHAPTER 2 (ADMINISTRATION) OF THE CODE OF THE CITY OF CHARLOTTESVILLE (1990), AS AMENDED, BY ADDING A NEW ARTICLE XV ENTITLED HUMAN RIGHTS. BE IT ORDAINED by the Council for the City of Charlottesville, Virginia that Chapter 2 of the Code of the City of Charlottesville (1990), as amended, is hereby amended and reordained by adding a new Article XV entitled Human Rights, which Article shall read as follows: Article XV. Human Rights Sec. 2-430. Short title. This Article shall be known and referred to as the Charlottesville Human Rights Ordinance. Sec. 2-431. Unlawful discrimination prohibited. (a) It shall be unlawful and a violation of this article for any person, partnership, corporation or other entity to engage in discrimination in housing, employment, public accommodations, credit, and private education on the basis of race, color, religion, national origin, sex, pregnancy, childbirth or related medical conditions, age, marital status, sexual orientation, gender identity, pregnancy, childbirth or related medical conditions, national origin, age, marital status, status as a veteran, or disability. (b) It shall be unlawful and a violation of this article for any person, partnership, corporation or other entity to engage in discrimination in housing on the basis of race, color, religion, national origin, sex, elderliness, familial status, source of funds, sexual orientation, gender identity, status as a veteran, or disability. (c) As used herein, the term “discrimination on the basis of sex” is defined to include, but not be limited to, discrimination on the basis of gender identity, transgender status or sexual orientation. As used in herein, the term "gender identity" means the gender-related identity, appearance, or other gender-related characteristics of an individual, without regard to the individual's designated sex at birth. (d) As used herein, the term “source of funds” means any source that lawfully provides funds to or on behalf of a renter or buyer of housing, including any assistance, benefit, or subsidy program, whether such program is administered by a governmental or nongovernmental entity. 1 Page 218 of 423 (e) As used herein, the term “unlawful discriminatory practice” includes conduct in violation of any comparable Virginia or federal statute or regulation governing unlawful discrimination. Sec. 2-432. Human Rights Commission. (a) There is hereby created in the City of Charlottesville a Human Rights Commission, consisting of no less than nine (9) and not more than fifteen (15) members appointed by the City Council. The Commission membership shall be broadly representative of the City’s population demographic composition, with consideration of racial, gender (including gender identity, transgender status, and sexual orientation), religious, ethnic, disabled, socio-economic, geographic neighborhood and age groups within the City; with priority given to City residents, as well as to applicants with demonstrable ties to the City. Of the members first appointed, at least three shall be appointed for terms of three years, at least three shall be appointed for terms of two years, and at least three shall be appointed for terms of one year. Thereafter members shall be appointed for terms of three years each. Any vacancy shall be filled by the City Council for the unexpired portion of a term. Following notice to the member, any member of the Commission may be removed for good cause by a majority vote of City Council. (b) The Commission shall elect from its members a chair, a vice-chair, and such other officers as the Commission may deem appropriate. The Commission may also adopt rules and procedures to govern the conduct of its affairs. (c) Members of the Commission shall serve without compensation, but funds may be appropriated in the City’s annual budget for reasonable and necessary expenses to be incurred by Commission in the conduct of its prescribed functions. (d) All meetings of the Commission shall be advertised in advance and in the manner required by law, and shall be open to the public except for meetings lawfully closed pursuant to the Virginia Freedom of Information Act. At the beginning and at the end of each of its public meetings the Commission will receive public comment in accordance with City Council’s “Rules for Public Participation”. (e) The Commission may, in its discretion, delegate any of its duties or responsibilities hereunder to a panel of not less than three Commissioners. (f) There shall be a full-time Director of the Commission, who shall be appointed by the City Manager with the advice and consent of the Commission and who shall serve full time in that capacity. The Director will be responsible for and report to the Commission in the day-to- day operational conduct of the Commission’s activities. The Director shall report directly to the City Manager for administrative and fiscal matters. The City Manager shall delegate to the Director the authority to employ such additional staff as authorized and funded by the City Council, in order for the Commission to fulfill effectively its obligations under this Ordinance. (g) All City departments, boards and commissions shall cooperate with and provide assistance to the Commission, including the provision of information in response to reasonable requests from the Commission. (h) Legal counsel shall be provided to the Commission and its staff through the Office of the City Attorney. The City Council may authorize retention of outside counsel where deemed appropriate upon recommendation of the City Attorney. 2 Page 219 of 423 Sec. 2-433. Role of the Human Rights Commission. The role of the Human Rights Commission is to act as a strong advocate for justice and equal opportunity by providing citywide leadership and guidance in the area of civil rights. The Commission will: (a) Assist individuals who believe they are the victim of an act of unlawful discrimination within the City; Identify and review policies and practices of the City of Charlottesville and its boards and commissions and other public agencies within the City and advise those bodies on issues related to human rights issues; (b) Collaborate with the public and private sectors for the purpose of providing awareness, education and guidance on methods to prevent and eliminate discrimination citywide; (c) Identify and review policies and practices of the City of Charlottesville and its boards and commissions and other public agencies within the City and advise those bodies on issues related to human rights issues; Assist individuals who believe they are the victim of an act of unlawful discrimination within the City; (d) Make recommendations regarding the City’s annual legislative program, with an emphasis on enabling legislation that may be needed to implement programs and policies that will address discrimination; Sec. 2-434. Duties and responsibilities – Community dialogue and engagement. (a) The Commission will serve as a forum for the discussion of human rights issues, and be responsible for conducting ongoing efforts to engage community members in an open, honest and creative dialogue regarding issues of equity and opportunity, including but not limited to issues considered by the City’s Dialogue on Race initiative. (b) The Commission may conduct or engage in educational and informational programs for the promotion of mutual understanding, reconciliation and respect between all classes of individuals protected by this ordinance and the larger Charlottesville community. Sec. 2-435. Duties and responsibilities – Systemic issues. (a) The Commission will be responsible for identifying and reviewing policies, practices and systems of an institutional nature that: (1) May be unlawful discriminatory practices; or, (2) May not constitute unlawful discriminatory be practices but nevertheless which produce disparities that adversely impact affect individuals on the basis of a status such as their race, color, religion, sex, pregnancy, childbirth or related medical conditions, national origin, age, marital status, criminal record, income or disability. (b) Any review undertaken pursuant to this section may be initiated at the request of any other public or private entity, or by the Commission on its own initiative. (c) The Commission may conduct its own research and review of existing studies and literature, collaborate with other research organizations, organize public focus groups and hold such hearings as may be necessary to identify policies, practices and systems as referenced in (a), above. For each such identified policy, practice or system, the goal of the Commission will be to 3 Page 220 of 423 formulate recommendations and to propose concrete, actionable reforms that will eliminate discriminatory practices or the adverse effects of lawful other practices. Sec. 2-436. Reserved. Sec. 2-437. Duties and responsibilities – Investigation of individual complaints and issuance of findings. (a) The Director will develop and implement a central intake mechanism for receiving and processing individual complaints that allege an unlawful discriminatory practice in the City. (b) In cases where investigation and remediation are already available in the City, such as employment discrimination complaints within the jurisdiction of the Equal Employment Opportunity Commission (“EEOC”) or fair housing complaints addressed by the Piedmont Housing Alliance, the complaint will be referred to that agency so that investigation and enforcement may be initiated by those bodies, which will offer services in the City and, to the extent allowed by law, report their findings to the Commission. For complaints alleging an unlawful discriminatory practice within the enforcement jurisdiction of the City, defined herein as within the corporate limits of the City and as authorized by state and federal statutes, the Director or other designated professional staff are authorized to undertake further action as detailed in Sec. 2-437 (c). For complaints alleging an unlawful discriminatory practice that falls outside the jurisdiction of the City, the Director or other designated professional staff will refer the complaint to the appropriate state or federal agency. (c) For all other complaints alleging an Upon determination that an alleged unlawful discriminatory practice falls within the enforcement jurisdiction of the City,as defined herein within the corporate limits of the City, the Director or other designated professional staff will conduct, as authorized by this ordinance, an initial fact-finding inquiry to determine jurisdiction. fact-finding, mediation, conciliation, and, if necessary, full investigation of the complaint as he or she deems appropriate to ascertain the facts underlying the charge of discrimination, provided that the The complaint may be dismissed by the Director without further action investigation if it fails to adequately allege a violation of this ordinance or is otherwise deficient on its face. If Following the initial fact-finding inquiry, if the complaint is not dismissed, and the Complainant wishes to pursue further action, the Director will serve a copy on each respondent named therein., Said copy shall specify the allegation, citing the evidence that supports further action, and indicating the action to be taken. Further action, as authorized by this ordinance, may include mediation, conciliation, and formal investigation of the complaint, as deemed appropriate by the Director. Upon completion of a formal the initial investigation, the Director shall render a written determination of whether there is probable cause to believe a violation of this ordinance has occurred, and the facts supporting such determination. The written determination shall promptly be served on the parties. (d) If the Director determines that further action is appropriate that there is probable cause to believe a violation has occurred, the Director will propose an initial meeting between the parties for the purpose of exploring a resolution of the complaint through voluntary mediation or other informal means. Nothing herein shall be interpreted as requiring any party to participate in mediation or any other conciliatory efforts. Materials used and communications made during a mediation or informal conciliation shall be confidential, and shall not be disclosed to the public by the Director, the Commission or its staff unless disclosure is authorized in writing by all parties to the dispute. 4 Page 221 of 423 (e) If the mediation or conciliation is concluded to the satisfaction of both parties, the complaint will be considered resolved upon the parties’ execution of a written conciliation or settlement agreement. Unless all parties agree otherwise, the execution of a written agreement is solely for the purpose of settling a disputed claim, and does not constitute an admission by any party that the law has been violated. No further action on the initial complaint will be taken by the Commission or its staff once the agreement is executed. (f) If mediation or conciliation is not successful, and the Complainant wishes to pursue further action, the Director or designee may conduct further a formal investigation for the purpose of rendering a written determination as to whether there is probable cause to believe a violation of this ordinance occurred, and the facts supporting such determination. or, If further investigation is not warranted, the Director may either dismiss the complaint as not constituting a violation. or After a written determination has been served on both parties, the Director may either close the case or proceed with the preparation of materials for consideration by the Commission, as provided in section 2-439.1 (b). (g) In order to fulfill the requirements of this section, the City Manager is authorized to contract on behalf of the City with any objective, neutral third party qualified to assess allegations of discriminatory conduct as prohibited in section 2-431, for the purpose of receiving complaints, conducting investigations, rendering written determinations of whether there is probable cause to believe a violation of this ordinance has occurred, conducting mediations or conciliations of complaints and advising the Director of the Commission of the results of any investigation, mediation or conciliation of complaints. Sec. 2-438. Reserved. Sec. 2-439.1. Enforcement authority – The role of the Commission. (a) If the Director determines that there is insufficient probable cause to believe a violation of this ordinance has occurred, the Director shall dismiss the complaint and advise the complainant in writing that such dismissal shall become final unless, within ten (10) business days of receipt of notice of the dismissal, the complainant files with the Commission a request for a review of the determination of the Director. On written petition of the complainant the Commission may review the Director’s conclusion, and may either overrule or affirm the finding of no probable cause. The parties may submit such additional information as they desire for the Commission’s consideration. If the Commission determines that probable cause exists, it shall direct the Director to continue the investigation or proceed with conciliation efforts. (b) If the Director determines that probable cause to believe a violation did occur and either party declines to participate in mediation or other informal means of resolving the complaint, or if such efforts are attempted but unsuccessful, the Director shall prepare a written summary of the evidence on which the determination of probable cause is based, and shall recommend appropriate remedies for the discriminatory actions in a report to the Commission. The Commission shall determine by majority vote whether to hold a public hearing on the complaint. The Commission shall base its determination on its judgment as to how enforcement of this ordinance would be best served. If the Commission determines not to hold a public hearing, it shall either dismiss the complaint or take such action as it deems appropriate and consistent with the purposes of this ordinance and the powers of the Commission hereunder. (c) If a hearing is to be held, the Commission shall promptly notify the parties of the 5 Page 222 of 423 time, date and location of the hearing and serve upon them a statement of the charges against the respondent, the Director’s summary of the evidence and recommended remedies, and the issues to be considered at the hearing. The Commission will have the option to consider all of the allegations and issues set forth in the complaint or, in its discretion, may limit the scope of the hearing to one or more of the allegations or issues. The notice and statement shall be served no later than 14 days prior to the date of the hearing. Hearings of the Commission may be held before the entire Commission or before designated hearing panels, consisting of three or more members of the Commission, as the Commission in its discretion may determine. The Chair or a Commissioner designated by the Chair shall preside over the public hearing, which shall be open to the public. (d) Whenever the Commission has reasonable cause to believe that any person has engaged in or is engaging in any unlawful discriminatory practice, and the Commission, after a good faith effort to obtain the data and information necessary to determine whether a violation has occurred, has been unable to obtain such information, it may request the City Attorney to apply to the judge of the circuit court of the jurisdiction in which the respondent resides or is doing business for a subpoena duces tecum against any person refusing to produce such data and information. The judge of the court, upon good cause shown, may cause the subpoena to be issued. Any person failing to comply with such subpoena shall be subject to punishment for contempt by the court issuing the subpoena. For purposes of this section, “person” includes any individual, partnership, corporation, association, legal representative, mutual company, joint stock company, trust, unincorporated organization, employee, employer, employment agency, labor organization, joint labor-management committee, or an agent thereof. (e) In cases to be heard by the Commission the complainant and the responding parties shall be entitled: (1) To file written statements or arguments with the Commission prior to the hearing; (2) To be represented by privately retained counsel of his or her choice; (3) To present his or her case or defense by oral or documentary evidence, to be given under oath or by affirmation; (4) To submit rebuttal evidence; and (5) To conduct such cross-examination as may be required for a full and true disclosure of the facts. Any oral or documentary evidence may be received, but the Commission as a matter of policy shall provide for the exclusion of irrelevant, immaterial or unduly repetitious evidence. The Commission shall not be bound by the strict rules of evidence prevailing in the courts of law or equity. (f) The Director shall be responsible for assuring the development of the evidentiary record before the Commission and may introduce evidence, examine or cross-examine witnesses, or make argument if he or she they deems it advisable in order to fully apprise the Commission of the facts or the applicable law. The Commission shall keep a full record of the hearing, which record shall be public and open to inspection by any person unless otherwise provided by any applicable law or regulations. Any party may request that the Commission furnish such party a copy of the hearing record and shall reimburse the Commission for the cost of producing the copy. In matters where any party is represented by counsel, the office of the City Attorney shall 6 Page 223 of 423 provide an attorney as counsel to the Commission who will also assist the Director in preparing the case. (g) If, after the hearing, the Commission determines by a preponderance of the evidence that the respondent has committed or is committing the alleged violation(s) of this ordinance, the Commission shall state its findings and may issue recommendations, to be served promptly on the parties, which recommendations may include notice to the respondent to cease and desist from such violation(s) and to take such action as may be authorized by law to effectuate the purpose of this ordinance, including but not limited to the payment by respondent of compensatory damages to any person or persons found by the Commission to be so entitled by reason of the violation(s) of this ordinance, or the placement or restoration of any person in or to such status in which the Commission finds he or she they would be but for respondent's violation(s) of this ordinance. (h) If, after receiving the evidence presented at the hearing, the Commission finds that the respondent has not engaged in the alleged violation(s) of this ordinance, the Commission shall state its findings and shall dismiss the complaint. Prompt notice of such action shall be given to the parties. (i) Nothing herein shall be construed as authorizing the Commission to issue subpoenas, award damages or grant injunctive relief. Sec. 2-439.2. Enforcement authority – Court enforcement. (a) If the Commission finds that a respondent has committed a violation of this ordinance and determines that appropriate remedial measures have not been taken, the Commission, through the City Attorney, and subject to approval by the City Council, may file an appropriate action in any court of competent jurisdiction to prove, de novo, that the respondent violated this chapter; secure compliance with this chapter; and/or obtain appropriate relief available under any applicable federal or state statute or regulation including, but not limited to an award of injunctive relief, compensatory and / or punitive damages and a recovery of costs and attorney's fees for any person, including the City, injured as a result of a violation of this chapter. (b) If the City Council approves the institution of any proceeding in court, the proceeding shall be brought in the name of the City Council and the Human Rights Commission of the City of Charlottesville. Sec. 2-440. Confidentiality. It shall be unlawful for any Commissioner, officer, employee, contractor or staff member of the Commission to disclose or make public any complaints, investigative notes, or other correspondence and information furnished to the Commission or its staff in confidence with respect to a complaint, an investigation or conciliation process involving an alleged unlawful discriminatory practice. A violation of this section shall be a Class 3 misdemeanor. Sec. 2-441. Annual Report. The Commission shall make an annual comprehensive report to City Council that outlines its efforts during the preceding year in the areas of identifying and addressing systemic or institutional discrimination; processing individual complaints of unlawful discrimination; and facilitating a community dialogue regarding issues of human rights. The report shall also outline 7 Page 224 of 423 the Commission’s work plan for the ensuing year, which shall be subject to approval or modification by City Council. Sec. 2-442. Severability. The provisions of the Article are severable; and if any provision, sentence, clause, section or part thereof is held illegal, invalid, unconstitutional or inapplicable to any person or circumstance, such illegality, invalidity, unconstitutionality or inapplicability shall not affect or impair any of the remaining provisions, sentences, clauses, sections or parts of this Article, or their application to other persons or circumstances. It is hereby declared to be the legislative intent that this Article would have been adopted if such illegal, invalid or unconstitutional provision, sentence, clause, section or part had not been included therein, and if the person or circumstances to which the chapter or any part thereof is inapplicable had been specifically exempted therefrom. Sec. 2-443. Reserved. Approved by Council May 20, 2013 Clerk of Council 8 Page 225 of 423 Attachment 10 Page 226 of 423 2020 Charlottesville Office of Human Rights Data Dictionary Revised 08/01/2020 Term Definition Appointment Set-up A contact involving the scheduling of an appointment with the Office of Human Rights. Clerical Assistance Any activity involving creating documents or other materials on behalf or at the request of the client. Client Follow-up An incoming contact from an individual who has an open inquiry or complaint. Closed Complaint A complaint that is no longer being addressed by the Office of Human Rights. An inquiry may close due to the case being resolved to the client's satisfaction, the referral of the client to another agency that can better serve them, or because the client chooses not to pursue the case further. Closed Inquiry An inquiry that is no longer being addressed by the Office of Human Rights. An inquiry may close due to the case being resolved to the client's satisfaction, the referral of the client to another agency that can better serve them, or because the client chooses not to pursue the case further. Complaint An incoming contact in which an individual wishes to pursue action regarding an allegation of discrimination that falls within the jurisdiction of the Office of Human Rights, as defined by the Charlottesville Human Rights Ordinance. Contact All walk-ins, appointments, phone calls, text messages, and emails with individuals. Counseling Assistance provided to the client regarding available courses of action to address a concern. Dismissed Complaint A complaint that has been closed by staff due to the case being outside the jurisdiction of the Office of Human Rights or because the client has ceased responding to attempted follow-up by staff. Dismissed Inquiry An inquiry that has been closed by staff due to the case being outside the jurisdiction of the Office of Human Rights or because the client has ceased responding to attempted follow-up by staff. General Contact An incoming contact that involves outreach coordination, event planning, volunteer coordination, or general information. Incoming Contact Any walk-in, appointment, phone call, text message, or email from an individual seeking assistance from the Office of Human Rights. Page 227 of 423 Term Definition Information A contact in which staff answers questions of a general nature or provides information regarding services, events, or programs. Inquiry An incoming contact involving services provided to an individual by the Office of Human Rights and/or an individual allegation of discrimination that falls outside the jurisdiction of the office, as defined by the Charlottesville Human Rights Ordinance. Investigation Activity Any activity associated with the formal investigation of a complaint. Mediation Related Services Any activity associated with the request for or coordination of mediation services, as provided by a licensed third party mediator, in conjunction with a complaint. Open Complaint A complaint that is still being addressed by the Office of Human Rights. Open Inquiry An inquiry that is still being addressed by the Office of Human Rights. Outgoing Contact All service-related contacts initiated by Office of Human Rights staff. Outreach Coordination Any service related to community outreach regarding service provision, education & awareness, or facilitation & leadership. Protected Activity An activity of daily life in which a person who identifies as a member of a protected class can participate without fear of discrimination. The Charlottesville Human Rights Ordinance lists the following activities as protected: housing, employment, public accommodations, credit, and education. Protected Class A group of people with a common characteristic who are protected from discrimination on the basis of the characteristic when participating in a protected activity. The Charlottesville Human Rights Ordinance lists the following classes as protected: race, color, religion, sex (to include, but not be limited to, gender identity, transgender status, or sexual orientation), pregnancy, childbirth or related medical conditions, national origin, age, marital status, or disability. Public Hearing A service provided by the Human Rights Commission and coordinated by the Office of Human Rights, as specified by the Charlottesville Human Rights Ordinance, involving the recommendation of remedies related to a determination of probable cause resulting from the formal investigation of a complaint. Page 228 of 423 Term Definition Referral A recommendation staff for the client to contact another agency in order to address a concern raised in an inquiry or complaint. Staff Follow-up An outgoing contact in which staff communicates with an individual who has previously contacted the office. Third Party Incoming Contact An incoming contact with a person who is a third party to an individual directed involved with an inquiry or complaint. Third Party Outgoing Contact An outgoing contact with a person who is a third party to an individual directed involved with an inquiry or complaint. The person directly involved must give verbal or written consent for staff to initiate a third party outgoing contact. Page 229 of 423 Attachment 11 Page 230 of 423 CY2020 OHR Service Data *The OHR was physically closed from March 16, 2020 through the end of the year due to the COVID-19 pandemic, but the “open office days” figure is included for reference to show the average number of incoming contacts per day had the office been open the typical number of days in a given month. Measures Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec TOTALS Open office days in the month* 22 20 21 22 23 20 22 22 20 23 19 18 252 Total Incoming & Outgoing Contacts 288 318 276 253 160 104 47 79 88 129 193 148 2083 Total Incoming Contacts 207 230 158 69 81 62 26 45 43 75 94 70 1160 Average Incoming Contacts/Day 9 12 8 3 4 3 1 2 2 3 5 4 5 Referrals from Sin Barreras 0 0 0 0 0 0 0 0 0 0 0 0 0 Contacts in Spanish 0 3 9 106 58 29 10 0 0 2 9 5 231 Total Staff Follow-ups (Outgoing) 56 36 80 180 72 35 18 24 31 32 56 48 668 Total Third-Party Contacts (Outgoing) 25 52 38 4 7 7 3 10 14 22 43 30 255 Total Client Follow-ups (Incoming) 143 137 99 53 69 41 19 23 24 42 50 39 739 Total Third-Party Contacts (Incoming) 25 42 32 2 5 11 2 4 14 20 24 21 202 Total General Contacts (Incoming) 31 37 21 11 4 5 5 13 3 7 12 5 154 Total New Inquiries (Incoming) 8 14 6 3 3 4 0 5 2 6 7 5 63 Total New Complaints (Incoming) 0 0 0 0 0 1 0 0 0 0 1 0 2 Total Allegations (Both I&C) 0 2 0 2 0 0 0 2 1 0 3 1 11 Total I&C: Locality - Cville 7 12 5 0 3 4 0 2 2 5 6 4 50 Total I&C: Locality - Albemarle 1 0 1 3 0 0 0 3 0 1 1 0 10 Total I&C: Locality - Other or Not Specified 0 2 0 0 0 1 0 0 0 0 1 1 5 Total Inquiries: P.A. - Employment 1 4 3 3 0 0 0 3 1 0 1 1 17 Total Inquiries: P.A. - Housing 5 8 2 0 3 3 0 2 1 4 4 2 34 Total Inquiries: P.A. - Public Accommodation 1 0 0 0 0 0 0 0 0 1 1 0 3 Total Inquiries: P.A. - Credit 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Inquiries: P.A. - Private Education 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Inquiries: P.A. - Other (Unprotected) 1 2 1 0 0 1 0 0 0 1 1 2 9 Total Complaints: P.A. - Employment 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Complaints: P.A. - Housing 0 0 0 0 0 0 0 0 0 0 1 0 1 Total Complaints: P.A. - Public Accommodation 0 0 0 0 0 1 0 0 0 0 0 0 1 Total Complaints: P.A. - Credit 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Complaints: P.A. - Private Education 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Complaints: P.A. - Other (Unprotected) 0 0 0 0 0 0 0 0 0 0 0 0 0 Total employment discrimination allegations 0 2 0 2 0 0 0 1 1 0 1 0 7 Page 231 of 423 Measures Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec TOTALS Employment allegations in Charlottesville 0 1 0 0 0 0 0 0 1 0 1 0 3 Employment allegations in Albemarle Co. 0 0 0 2 0 0 0 1 0 0 0 0 3 Emp. allegations in Cville referred to EEOC 0 0 0 0 0 0 0 0 0 0 0 0 0 Emp. allegations in Alb. Co. ref. to EEOC 0 0 0 1 0 0 0 0 0 0 0 0 1 Total housing discrimination allegations 0 0 0 0 0 0 0 1 0 0 1 1 3 Housing allegations in Charlottesville 0 0 0 0 0 0 0 0 0 0 1 1 2 Housing allegations in Albemarle 0 0 0 0 0 0 0 1 0 0 0 0 1 Total public accommodation discrimination allegations 0 0 0 0 0 0 0 0 0 0 1 0 1 Public accommodation allegations in Cville 0 0 0 0 0 0 0 0 0 0 1 0 1 Total Other (Unprotected) activity allegations 0 0 0 0 0 0 0 0 0 0 0 0 0 Total I&C: P.C. - Age 0 0 0 0 0 0 0 0 0 1 0 0 1 Total I&C: P.C. - Disability 2 2 1 0 0 1 0 0 0 2 1 0 9 Total I&C: P.C. - Marital Status 0 0 0 0 0 0 0 0 0 0 0 0 0 Total I&C: P.C. - National Origin 0 0 0 1 0 0 0 0 0 0 0 0 1 Total I&C: P.C. - Pregnancy 0 0 0 0 0 0 0 0 0 0 0 0 0 Total I&C: P.C. - Childbirth or Related Medical Conditions 0 0 0 0 0 0 0 0 0 0 0 0 0 Total I&C: P.C. - Race 0 1 0 1 0 0 0 1 1 0 1 0 5 Total I&C: P.C. - Color 0 1 0 1 0 0 0 1 1 0 0 0 4 Total I&C: P.C. - Religion 0 0 0 0 0 0 0 0 0 0 0 0 0 Total I&C: P.C. - Sex 0 1 0 1 0 0 0 1 0 0 1 0 4 Total I&C: P.C. - Gender Identity 0 0 0 0 0 0 0 0 0 0 0 0 0 Total I&C: P.C. - Sexual Orientation 0 0 0 0 0 0 0 0 0 0 0 0 0 Total I&C: P.C. - Source of Funds 0 0 0 0 0 0 0 1 0 0 0 1 2 Total I&C: P.C. - Not specified 6 10 5 0 3 3 0 1 1 3 4 3 39 Total I&C: P.C. - Other (Unprotected) 0 0 0 0 0 1 0 1 0 0 1 1 4 Total Counseling Contacts 51 39 25 7 5 5 5 7 12 18 13 14 201 Total Employment Counseling 4 5 2 3 0 0 0 2 1 0 2 2 21 Total Housing Counseling 43 32 22 4 5 2 5 5 11 15 11 12 167 Total Public Accommodation Counseling 2 1 0 0 0 1 0 0 0 1 0 0 5 Total Credit Counseling 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Private Education Counseling 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Other (Unprotected) Counseling 2 1 1 0 0 2 0 0 0 2 0 0 8 Total Contacts resulting in Referrals 7 9 5 4 2 3 0 5 1 2 0 6 44 Referrals to CSRAP 2 1 0 0 2 1 0 0 0 0 0 0 6 Referrals to LAJC 1 1 1 0 0 1 0 4 1 0 0 0 9 Page 232 of 423 Measures Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec TOTALS Referrals to CVLAS 1 2 2 0 0 1 0 2 0 0 0 1 9 Referrals to PHA 0 0 1 0 0 1 0 0 0 0 0 1 3 Referrals to EEOC 0 1 0 3 0 0 0 0 0 0 0 0 4 Referrals to DPOR 0 0 0 0 0 0 0 0 0 0 0 0 0 Referrals to Other 4 4 2 2 0 3 0 2 1 2 0 4 24 Total Employment Complaints: P.C. - Age 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - Disability 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - Marital Status 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - National Origin 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - Pregnancy 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - Childbirth or R.M.C. 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - Race 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - Color 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - Religion 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - Sex 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - Gender Identity 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - Sexual Orientation 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - Not specified 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Employment Complaints: P.C. - Other (Unprotected) 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - Age 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - Disability 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - Marital Status 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - National Origin 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - Pregnancy 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - Childbirth or R.M.C. 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - Race 0 0 0 0 0 0 0 0 0 0 1 0 1 Total Housing Complaints: P.C. - Color 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - Religion 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - Sex 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - Gender Identity 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - Sexual Orientation 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - Not specified 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Housing Complaints: P.C. - Other (Unprotected) 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - Age 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - Disability 0 0 0 0 0 1 0 0 0 0 0 0 1 Page 233 of 423 Measures Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec TOTALS Total Pub. Accom. Comp.: P.C. - Marital Status 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - National Origin 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - Pregnancy 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - Childbirth or R.M.C. 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - Race 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - Color 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - Religion 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - Sex 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - Gender Identity 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - Sexual Orientation 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - Not specified 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Pub. Accom. Comp.: P.C. - Other (Unprotected) 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Open Inquiries 16 Total Closed Inquiries 47 Total Dismissed Inquiries 0 Total Open Complaints 1 Total Closed Complaints 1 Total Dismissed Complaints 0 Primary Service: Appointment Set-up 51 23 13 1 1 1 0 5 4 0 12 3 114 Primary Service: Clerical Assistance 0 8 0 0 2 0 1 0 1 0 0 0 12 Primary Service: Counseling 51 39 25 7 5 5 5 7 12 18 13 14 201 Primary Service: Event Information 1 1 1 0 0 0 0 0 0 0 0 2 5 Primary Service: Investigation Activity 11 11 5 3 1 0 1 9 10 19 10 13 93 Primary Service: Information 166 234 180 24 62 51 26 56 60 91 156 116 1222 Primary Service: Mediation Related Services 0 0 0 0 0 0 0 0 0 0 0 0 0 Primary Service: Outreach Coordination 8 2 4 0 0 1 0 2 1 1 2 0 21 Primary Service: Public Hearing 0 0 0 0 0 0 0 0 0 0 0 0 0 Primary Service: Volunteer Coordination 0 0 0 0 0 0 0 0 0 0 0 0 0 Primary Service: Helpline - COVID Response 0 0 48 218 89 46 14 0 0 0 0 0 415 Total Formal Investigations: - Employment 0 Total Formal Investigations: - Housing 1 Total Formal Investigations: - Public Accommodation 1 Total Formal Investigations: - Credit 0 Total Formal Investigations: - Private Education 0 Page 234 of 423 Attachment 12 Page 235 of 423 Summary of Employment Discrimination Protections following the passing of the Values Act With the passage of the Values Act by the General Assembly on July 1, 2020, the Virginia Human Rights Act (Va. Code Title 2.2, Chapter 39 ) definition of “Employer” as it relates to discrimination in employment in §2.2-3905 (A) was amended to read as follows: “Employer” means a person employing 15 or more employees for each working day in each of 20 or more calendar weeks in the current or preceding calendar year, and any agent of such a person. However, (i) for purposes of unlawful discharge under subdivision B 1 on the basis of race, color, religion, national origin, status as a veteran, sex, sexual orientation, gender identity, marital status, pregnancy, or childbirth or related medical conditions including lactation, “employer” means any employer employing more than five persons and (ii) for purposes of unlawful discharge under subdivision B 1 on the basis of age, “employer” means any employer employing more than five but fewer than 20 persons. The Values Act also repealed §2.2-3903 of the Virginia Human Rights Act, which included the following sub-section (B): B. No employer employing more than five but less than 15 persons shall discharge any such employee on the basis of race, color, religion, national origin, sex, pregnancy, childbirth or related medical conditions, including lactation. No employer employing more than five but less than 20 persons shall discharge any such employee on the basis of age if the employee is 40 years of age or older. For the purposes of this section, “lactation” means a condition that may result in the feeding of a child directly from the breast or the expressing of milk from the breast. The following chart shows the potential scope of OHR enforcement authority, regarding employment discrimination, following the passage of the Values Act: <5 5< 5 < 15 5 < 20 15 < Yes = OHR can enforce Employees Employees Employees Employees Employees employment nondiscrimination (If unlawful (If unlawful (If unlawful discharge) discharge) discharge) Race No Yes Yes Yes Yes Color No Yes Yes Yes Yes Religion No Yes Yes Yes Yes National Origin No Yes Yes Yes Yes Status as a Veteran No Yes Yes Yes Yes Sex No Yes Yes Yes Yes Sexual Orientation No Yes Yes Yes Yes Gender Identity No Yes Yes Yes Yes Marital Status No Yes Yes Yes Yes Pregnancy No Yes Yes Yes Yes Childbirth No Yes Yes Yes Yes Age No No Yes Yes Yes Page 236 of 423 The following chart shows the scope of OHR enforcement authority prior to the passage of the Values Act. The passing of the Values Act significantly expanded the OHR’s enforcement of employment discrimination. The differences are noted in red text for emphasis. <5 5< 5 < 15 5 < 20 15 < Yes = OHR can enforce Employees Employees Employees Employees Employees employment nondiscrimination (If unlawful (If unlawful (If unlawful discharge) discharge) discharge) Race No Yes Yes No No Color No Yes Yes No No Religion No Yes Yes No No National Origin No Yes Yes No No Status as a Veteran No Yes Yes No No Sex No Yes Yes No No Sexual Orientation No No No No No Gender Identity No No No No No Marital Status No Yes Yes No No Pregnancy No Yes Yes No No Childbirth No Yes Yes No No Age No No Yes Yes No Page 237 of 423 434.977.2970 RIVANNA SOLID WASTE AUTHORITY 695 Moores Creek Lane Charlottesville, Virginia 22902-9016 434.293.8858 RIVANNA WATER & SEWER AUTHORITY RIVANNA SOLID WASTE AUTHORITY www.rivanna.org RIVANNA WATER & SEWER AUTHORITY MEMORANDUM TO: THE HONORABLE CHARLOTTESVILLE CITY COUNCIL FROM: BILL MAWYER, EXECUTIVE DIRECTOR RIVANNA WATER & SEWER AUTHORITY RIVANNA SOLID WASTE AUTHORITY SUBJECT: QUARTERLY UPDATE DATE: APRIL 2022 This quarterly update is to provide general information on the drinking water supply and treatment, wastewater collection and treatment, and solid waste programs managed by the Rivanna Authorities for the benefit of the Charlottesville/Albemarle community, as follows: 1. Drinking Water Supply and Drought Monitoring, as of April 7, 2022: A. U.S. Drought Monitoring Report: - No drought phases have been initiated. Albemarle County is noted to be abnormally dry. B. VDEQ Drought Status Report: - Our region is at a “Watch” level for low precipitation and groundwater. C. Urban Reservoirs Status (Sugar Hollow, South Rivanna, Ragged Mountain): - 100% full. Precipitation Charlottesville Precipitation Year Month Observed (in.) Normal (in.) Departure (in.) 2021 Total: Jan - Dec 33.82 41.61 -7.79 2022 January 3.79 2.96 0.83 February 1.48 2.35 -0.87 March 2.64 3.54 -0.9 Total: Jan - Mar 7.91 8.85 -0.94 Source: National Weather Service, National Climatic Data Center. Page 238 of 423 2. The production of drinking water for the Urban area (Charlottesville and adjacent developed areas of Albemarle, not including Crozet) averaged 8.77 million gallons per day (MGD) in February 2022 (FY 2022), which was above the five-year average for February (8.28 MGD), as shown by the following graph: 3. Urban wastewater flow for February 2022 (9.78 MGD), including flows from Crozet, was below the five-year average for February (11.37 MGD), as shown by the following graph: 2 Page 239 of 423 4. A general overview of significant current and future water and wastewater Capital Improvement Projects is provided below. Costs for these projects are typically shared between the Charlottesville Department of Utilities (48%) and the Albemarle County Service Authority (52%). A. Water Treatment Plant Renovations Scope: Replace equipment which has reached end-of-service life at the South Rivanna and Observatory Water Treatment Plants. Increase water treatment capacity from 7.7 to 10 million gallons per day at the Observatory Water Treatment Plant. Completion: May 2020 - May 2023 Cost: $43 million B. Crozet Flow Equalization Tank Scope: Provide a one-million-gallon wastewater tank to store wet weather infiltration of the sewer system and prevent sewer system overflows. Wastewater from Crozet is piped and pumped to the Moores Creek Treatment Plant. Completion: October 2020 – June 2022 Cost: $5.4 million C. Exterior Lighting Replacement, Moores Creek Wastewater Treatment Facility Scope: Replace exterior lighting fixtures and poles on the 80-acre facility to improve safety and compliance with Albemarle County lighting requirements. Completion: April 2021 - May 2022 Cost: $0.6 million D. Electrical System Replacement, Moores Creek Wastewater Treatment Facility Scope: Replace major electrical cabling and equipment installed around 1980 which have reached the end of their service lives. Completion: May 2022 – June 2024 Cost: $5 million E. Water Pipe and Pump Stations Replacement, Ragged Mountain Reservoir to Observatory Water Treatment Plant Scope: Replace water pipes and two pump stations which convey untreated water and have reached the end of their service lives or will require significant upgrades to adequately support the increased treatment capacity of the upgraded Observatory Water Treatment Plant. Completion: 2025 - 2028 Cost: $30 million F. Urban Area “Central Water Line” Scope: Piping improvements to more efficiently convey drinking water, increase redundancy, and generally strengthen the Urban Area Drinking Water System for the benefit of the City and the County. This five-mile-long piping project will extend from the Stadium Road area to the Long Street / E. High Street bridge. Informational meetings have been completed with the Belmont-Carlton, Fifeville, Fry’s Spring, Johnson Village, Martha Jefferson, Little High, and Woolen Mills neighborhood associations. We have also mailed about 480 letters and a “Project Fact Sheet” to all properties located directly along the entire proposed alignment. In addition, we have reached out to Mount Zion Baptist Church, First Steps Infant Development, and Charlottesville Day School, as well as to the Piedmont Housing Alliance, Public Housing Area Residents, and the Charlottesville Redevelopment and Housing Authority. Completion: 2024 - 2028 Cost: $31 M 3 Page 240 of 423 G. Upper Schenks Branch Wastewater Piping Replacement, Phase II Scope: Replace sewer piping installed in the mid 1950’s in conjunction with the City’s sewer upgrade program to increase system capacity. The new piping will be located along McIntire Road between the McIntire Recycling Center and Preston Avenue. Completion: TBD Cost: $5 million: 100% City H. South Rivanna Reservoir to Ragged Mountain Reservoir Pipe Scope: Acquire easements and construct a pipe to transfer untreated water between the South Rivanna and Ragged Mountain reservoirs, as required by the Community Water Supply plan completed in 2012. A short section will be constructed from Birdwood to Old Garth Road in 2022 – 2023. Completion: 2027 - 2033 Cost: $80 million: 80% ACSA / 20% City I. Keene Convenience Center Design is underway for a recycling and bagged residential refuse collection center to be constructed in southern Albemarle County. Completion: July - December 2022 Cost: $1.1 million: 100% Albemarle County 5. The recycling program at the McIntire Recycling Center and the Paper Sort baling facility continues to be a very popular service for our community. Tonnage from mixed paper, cardboard (including pizza boxes), glass, plastics, metals, compostable food waste and cooking oil continues to increase, as shown below: Rivanna Solid Waste Authority Recycling Material Historical Tonnage Report Fiscal Years 2011 - 2021 3,000 2,323 2,444 2,500 2,223 2,185 2,048 2,060 1,878 1,880 2,000 1,729 1,615 1,483 TONS 1,500 1,000 500 - 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 FISCAL YEAR 4 Page 241 of 423 6. By increasing the number of days/week the Transfer Station is open, and by lowering the disposal fee from $66/ton to $52/ton, average daily refuse volume at the Ivy Transfer Station has increased from 58.76 tons per day in February 2019 to 143.29 tons per day in February 2022, as shown below: Please let me know if you have any questions. cc: RSWA Board of Directors RWSA Board of Directors 5 Page 242 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL AGENDA Agenda Date: April 18, 2022 Action Required: Consider modification to the Community Development Block Grant and HOME Taskforce (1 reading, public hearing required) Presenter: Erin Atak, Grants Coordinator Staff Contacts: Erin Atak, Grants Coordinator Alex Ikefuna, Interim Director Office of Community Solutions Title: CDBG and HOME Citizen Participation Plan Amendment Background: As an “Entitlement Community, the City receives the Community Development Block Grant (CDBG) and the HOME Investment Partnership funds each year to benefit low-moderate-income persons. The City is required to meet national objectives as defined by the United States Department of Housing and Urban Development (HUD). Funds may be spent for any activities permitted by the Housing and Community Development Act of 1974, as amended, and applicable federal regulations. The CDBG/HOME Taskforce was established to make funding recommendations to the Planning Commission and City Council for funding housing, community development, economic development, and public service needs based on the Consolidated Plan and the CDBG priorities as established by the City Council annually. The CDBG/HOME Taskforce and its subcommittees evaluate CDBG and HOME programs to ensure consistence with the Consolidated Plan goals and to ensure that funding recommendations and evaluations are forwarded to City Council in accordance with the procedures set forth in code section 2-416, 2- 417, 2-418, 2-419, and 2-420. Discussion: On January 14, 2021, the City of Charlottesville was issued a second timeliness infraction by HUD. The City of Charlottesville and its CDBG/HOME programs were found to be non-compliant and unable to carry out contractual obligations within HUD expenditure requirements set forth in 24 CFR 570.902. The City had several minor and substantial action plan amendments made within the FY2020-2021 to account for timeliness along with several contract obligations that did not meet CDBG/HOME requirements. 1 Page 243 of 423 Many of these funded CDBG and HOME contracts and projects that faced reprogramming or recapture did not meet the initial HUD contractual obligations or staff recommendations when being reviewed by the CDBG/HOME Taskforce and subcommittees. Staff provided the Taskforce with background summary on all organizations with audit history, balances on open accounts, and concerns with timeliness for each applicant, however those considerations were not included during the review process which led to recapture and reprogramming of funds. Currently, staff is not able to provide input on the planning process of the CDBG and HOME budget within the City of Charlottesville to help prevent timeliness violation. Moving forward, it is recommended that the role of the CDBG/HOME Taskforce change to advisory of the CDBG/HOME funds and allow for City staff to have input in the funding recommendation process. Community Engagement: Members of the public were given the opportunity to voice their opinions during the 30-day public comment period held March 8, 2022, through April 8, 2022. A virtual public hearing was held during City Council meeting on April 18, 2022. Alignment with City Council’s Vision and Strategic Plan: Approval of this agenda item aligns directly with Council’s vision for Charlottesville to have Economic Sustainability, Quality Housing Opportunities for All, and A Connected Community. It contributes to variety of Strategic Plan Goals and Objectives including: Goal 1: Inclusive, Self-sufficient Community; Goal 3: Beautiful Environment; Goal 4: Strong, Diversified Economy; and Goal 5: Responsive Organization. Budgetary Impact: None Alternatives: Council may elect not to approve the recommendations. Recommendation: Staff recommends approval of the proposed Ordinance and the Proposed Amendment to the Citizen Participation Plan. Attachments: • Proposed Ordinance Suggested motion: “I move the ORDINANCE to amend and re-enact Sections 2-417, 2-418 and 2-419 of the Code of the City of Charlottesville to establish a new CDBG and HOME Taskforce” • Proposed Amendments to the Citizen Participation Plan Suggested motion: “I move to approve the proposed amendments to the 2016 Citizen Participation Plan for the City’s CDBG and HOME Investment Partnership Act programs, as recommended by staff”. 2 Page 244 of 423 AN ORDINANCE To amend and reenact Sections 2-417, 2-418 and 2-419 of the Code of the City of Charlottesville, to establish a new CDBG and HOME Taskforce Be it Ordained by the Council for the City of Charlottesville, Virginia that Section 2- 417, 2-418, and 2-419 of Article XIII, Chapter 2 (XXXX) of the Charlottesville City Code, 2016, as amended, is hereby amended and reordained as follows: Chapter 2: Administration Article XIII: Community Development Block Grant Planning Sec. 2-417. - Community development block grant and HOME task force. (a) The community development block grant/HOME task force is hereby established to make recommendations to the planning commission City administration and city council for funding housing, community development, economic development, and public service needs based on the consolidated plan and the CDBG priorities as established by city council annually. The CDBG/HOME task force will work with city administration to evaluate CDBG and HOME programs to ensure consistency with the consolidated plan goals. Such Recommendations and evaluations of the programs, and for annual funding requests, shall be forwarded to the City administration in accordance with the procedures set forth in this article. (b) The CDBG/HOME task force shall be composed of nine (9) members appointed by the city council. The members shall include: (1) Five (5) members from HUD's identified income eligible areas of the city who are residents of city council designated priority neighborhoods; (2) One (1) member of the planning commission; (3) One (1) member representing public service programs as defined at 24 CFR 570.201; (4) One (1) member of the city school boar Thomas Jefferson Planning District Commission; (5) One (1) additional citizen. The term for the one (1) member of the CDBG task force from the planning commission and the one (1) member of the school board shall be coextensive with the term of office to which such member has been elected or appointed, unless the city council, at the first regular meeting each year, appoints others to serve as their representatives. The remaining members of the task force first appointed shall serve respectively for terms of one (1) year, two (2) years, and three (3) years, divided equally or as nearly equal as possible between the membership. Subsequent 3 Page 245 of 423 appointments shall be for terms of three (3) years each. Vacancies shall be filled by appointment for the unexpired term only. Members may serve up to two (2) consecutive full terms. Sec. 2-418. - Community development block grant (CDBG)/HOME task force subcommittees. (a) Priority neighborhood subcommittee. When the city council determines that a portion of available CDBG funds will be used to assist an income eligible area, the council may appoint a priority neighborhood subcommittee, including but not limited to representatives of the CDBG task force, the planning commission and residents, business people and property owners from the priority neighborhood. The term of each priority neighborhood subcommittee shall be three (3) years, unless otherwise specified by the council, and each priority neighborhood subcommittee shall operate under such guidelines and perform such advisory functions as the council may direct at the time of appointment. The Priority neighborhood subcommittee shall make recommendations to the CDBG/HOME task forcethe City administration. The City administration shall submit final recommendations to the City Council for finalapproval for funding housing and community development needs, based on the consolidated plan and giving weight to the recommendations of the priority neighborhood subcommittee, and the City administration will work with the city priority neighborhood subcommittee to evaluate feasibility and to ensure consistency with programmatic regulations. The city council will designate an income eligible area for three (3) years with the authority to postpone or extend funding in the event of a compelling project or need. (b) Economic development subcommittee. When the city council provides for a CDBG economic development set aside, the city staff who participate on the strategic action team (SAT) will serve as the economic development subcommittee. The SAT is an interdisciplinary team of city staff who examine the city's workforce development efforts and assist with policy development focused on self-sufficiency for city residents. When the city council determines that a separate economic development subcommittee is needed, the city council shall appoint members with economic development expertise, including but not limited to local business owners, chamber of commerce, office of economic development and other major stakeholders.the who will then formulate final recommendations the for consideration and The subcommittee shall make recommendations to the CDBG/HOME task force for funding economic development projects based on the consolidated plan and work with city staff to evaluate feasibility and ensure consistency with programmatic regulations. Sec. 2-419. - Annual process. The following steps shall comprise the annual process for planning and programming the expenditure of CDBG and HOME funds. (1) The City administration staff assigned to and CDBG task force will together review 4 Page 246 of 423 CDBG/HOME consolidated plan goals and applicable regulations to prepare to formulate recommendations for annual funding priorities. (2) The city council shall conduct a public hearing to solicit the views of citizens on city wide community development and housing needs. The purpose of this public hearing shall be for council to receive citizens' comments on recommended priorities and program performance. The notice of the public hearing shall include an estimate of the amount of funds available for CDBG and HOME activities and the range of activities that may be undertaken, as well as how the public can access a copy of the most recent consolidated annual performance evaluation report (CAPER). Public comments may be presented in writing, virtually when applicable, or in person. (3) After receiving all comments, council shall establish priorities for the grant year, including such percentage allocations of funds to categories and to particular income eligible areas as it deems appropriate. (4) After council establishes priorities for the grant year, city administration staff with the CDBG/HOME task force will develop a request for proposals, consistent within the funding priorities established by council, to be advertised and distributed to interested parties and prior recipients of funds. (5) Responses to the city's request for proposals will be evaluated by the CDBG/HOME task force, or designated subcommittee(s) as may be applicable. (6) The CDBG/HOME task force shall provide funding recommendations to the planning commission and the City administration. The task force’s recommendations shall and city council to ensure that proposed projects are consistent with the CDBG program requirements and national objectives and/or HOME program requirements, as applicable. Following receipt of the task force’s recommendations, the City administration will review and score applications in with accordance with federal regulations set forth at 24 CFR 570.902(a) and make a final report and recommendation to City Council for approval. The City administration’s final report and recommendation to City Council will include information regarding the task force’s recommendations, and Review will also include a determination of consistency of proposed projects with the city's Consolidated Plan, comprehensive plan and affordable housing goal(s). (7) The city council and planning commission shallwill conduct a joint public hearing in accordance with federal regulations, to receive public comments on the proposed annual action plan of the consolidated plan and CDBG/HOME performance, as appropriate. Notwithstanding the foregoing, the CDBG/Home performance plan may be presented at a separate public hearing as required by the Code of Federal Regulations. (8) Following the public hearing and any additional meetings or hearings deemed by the city council to be necessary, the council shall make a final decision on the programs, projects and expenditures to be funded from the year's CDBG/HOME programs. (9) The city shall provide the task force and planning commission with the Consolidated Annual Performance Evaluation Report (CAPER) in conjunction with the city's submission to HUD. The CAPER and evaluation of program specific successes and challenges will be used in future CDBG/HOME recommendations to city council for projects and programs. (10) Once council has approved and funded a program, any reprogramming and budgetary changes 5 Page 247 of 423 will be done consistent with the citizen participation plan adopted by council. Sec. 2-420. - Procedures for public hearings, meetings and records. [No changes proposed to this section] 6 Page 248 of 423 City of Charlottesville Citizen Participation Plan Draft for Public Comment Adopted: July 18, 2016 7 Page 249 of 423 CITY OF CHARLOTTESVILLE CITIZEN PARTICIPATION PLAN (CPP) COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME PROGRAMS TABLE OF CONTENTS PAGE NO. Section 1. INTRODUCTION 3 Section 2. SCOPE OF PARTICIPATION 3 AND PARTICIPANT RESPONSIBILITIES Section 3. CITIZEN PARTICIPATION CONTACT PERSON 4 Section 4. TECHNICAL ASSISTANCE 5 Section 5. PUBLIC HEARINGS 5 Section 6. PROGRAM INFORMATION/RECORDS ACCESS 8 Section 7. PROCEDURES FOR COMMENTS, OBJECTIONS AND CONCERNS 8 Section 8. AMENDMENTS 9 Section 9. AUTHORITY 11 8 Page 250 of 423 SECTION 1. INTRODUCTION Citizen involvement and participation are critical to all aspects of local government and governance. Accordingly, the City of Charlottesville has incorporated this into the City Council vision statement, as follows: Smart, Citizen-Focused Government - The delivery of quality services is at the heart of Charlottesville’s social compact with its citizens. Charlottesville’s approach to customer service ensures that we have safe neighborhoods, strong schools, and a clean environment. We continually work to employ the optimal means of delivering services, and our decisions are informed at every stage by effective communication and active citizen involvement. Citizens feel listened to and are easily able to find an appropriate forum to respectfully express their concerns. As required by the U.S. Department of Housing and Urban Development (HUD), the City of Charlottesville (City) must formalize a process for citizen involvement and participation by designating a Citizen Participation Plan (CPP) to provide for and encourage citizen participation in the Community Development Block Grant (CDBG) and HOME Investment Partnership Act (HOME) programs. This plan is an essential element of the City’s present and future community development process and has been developed to comply with the regulations and requirements of the CDBG/HOME programs as regulated by the HUD. The primary goal of this CPP is to provide citizens1 of the community with adequate opportunity to participate in an advisory role in the planning (to include the Consolidated Plan, Annual Action Plan, and Assessment of Impediments to Fair Housing - AFH2), implementation, and assessment of the City’s CDBG/HOME programs (to include the Consolidated Annual Performance and Evaluation Report – CAPER and AFH). The CPP sets forth policies and procedures for citizen participation, which are designed to maximize the opportunity for citizen participation in the community development process. Special emphasis will be placed on encouraging participation of persons that are often marginalized. This includes persons of low and moderate incomes, minorities, non-English speaking persons, and persons with disabilities. Citizens are encouraged to participate in all phases of the CDBG/HOME programs and will be provided access to program information to the extent feasible and as allowed by law. The City will encourage the participation of local and regional institutions, the Continuum of Care 1 Citizens include all interested parties, as well as residents, CDBG/HOME Task Force, and designated subcommittees (i.e., Priority Neighborhood and/or Economic Development subcommittees), in accordance with Section 2-417 and 2-418 of Article XIII of Chapter 2 of the Charlottesville City Code, 1990, as amended. Interested parties also refer to organizations that represent City neighborhoods as well as persons that would qualify for CDBG/HOME assistance. 2 Affirmatively Furthering Fair Housing into 24 CFR 91.10 Consolidated Program Year, 24 CFR 91.105 Citizen Participation for Local Governments and 24 CFR 91.115 Citizen Participation for States.” 9 Page 251 of 423 and other organizations3 in the process of developing and implementing the Consolidated Plan. The City will also encourage, in consultation with the Charlottesville Redevelopment and Housing Authority (CRHA), participation by residents of public and assisted housing developments. SECTION 2. SCOPE OF PARTICIPATION AND PARTICIPANT RESPONSIBILITIES The City will make reasonable efforts to provide for citizen participation during the community development process and throughout the planning, implementation and assessment of all CDBG/HOME programs undertaken by the City. The City will look to consider and include: a. Views of citizens regarding city-wide community development and housing needs, staff recommended priorities, proposed program/project4 changes or amendments and program performance as detailed within the CAPER and other relevant information; b. Participation of citizens in the development, review and evaluation recommendations to City administration of request for proposal(s) and associated responses by means of a CDBG/HOME Task Force and designated subcommittees (in accordance with Section 2-417 and 2-418 of Article XIII of Chapter 2 of the Charlottesville City Code, 1990, as amended); c. Discussion and input from citizens regarding funding recommendations as discussed with and evaluated by the Planning Commission/City Council; d. Views of citizens on the proposed Annual Action Plan of the Consolidated Plan and the Consolidated Plan; and e. Views of citizens on the CPP and AFH including views on the analysis of Fair Housing data, assessment of Fair Housing issues and contributing factors, and identification of Fair Housing priorities and goals.5 All phases of the community development process will be conducted by local officials in an open manner. Citizens are encouraged to participate throughout the process and will be given access to program information during each phase of any CDBG/HOME program, as outlined herein. The CDBG/HOME Task Force and designated subcommittees will hold various meetings in execution of their responsibilities, which will be noticed in advance as required by City policy. Such meetings will be held at City Hall, unless otherwise stated. 3 Other organizations are included, but not limited to: businesses, developers, non-profit organizations, philanthropic organizations and community and faith-based organizations including resident advisory boards, resident councils, resident management corporations, and other low-income residents in targeted revitalization areas. 4 Program, as used herein, refers to either the CDBG or HOME programs and is distinguished from projects and/or activities that are funded within a specific program. 5 The AFH is due in October 2017, prior to the City’s next Consolidated Plan submission in 2018. 10 Page 252 of 423 While the Planning Commission will review the recommendations of the CDBG/HOME Taskforce and designated subcommittees, the suggesting modifications or amendments as deemed necessary, The final responsibility and authority for the development, implementation and performance review of the CDBG/HOME programs will reside with City Council. SECTION 3. CITIZEN PARTICIPATION CONTACT PERSON The City of Charlottesville Grants Coordinator will serve as the contact person for all matters concerning citizen participation activities. This person shall be responsible for overseeing citizen participation throughout the community development process and the implementation of all citizen participation activities and functions, except those which may be specifically delegated to other parties by this Plan. The specific duties and responsibilities of the Grants Coordinator shall include, but not necessarily be limited to: disseminating program/project information; facilitating the citizen participation process; serving as a point of contact for program/project related inquiries; monitoring the citizen participation process; and proposing such amendments to the CPP as may be necessary. The Grants Coordinator may be contacted at, Charlottesville City Hall - P.O. Box 911, 610 E. Market Street, Charlottesville, Virginia 22902, (434) 970-3182 during regular business hours (8:00am – 5:00pm), except for weekends and holidays. All questions concerning citizen participation in the community development process should be addressed to the Grants Coordinator. SECTION 4. TECHNICAL ASSISTANCE City administration shall provide technical assistance to citizens and other interested parties, especially those representative of low or moderate income persons, as may be requested and/or required to adequately provide for citizen participation in the planning, implementation and assessment of CDBG/HOME program(s). Such technical assistance is intended to increase citizen participation in the community development decision making process and to ensure that such participation is meaningful. Technical assistance shall also be utilized to foster public understanding of CDBG/HOME program requirements and associated HUD regulations. Technical assistance shall be provided upon request or during technical assistance workshops (e.g., CDBG/HOME application workshop). Technical assistance is meant to provide potential applicants, interested citizens, elected officials and others with general information regarding the CDBG/HOME programs and its rules, regulations, procedures and/or 11 Page 253 of 423 requirements. Technical assistance may be obtained at any time by contacting the Grants Coordinator. SECTION 5. PUBLIC HEARINGS Citizen participation in the community development process will be conducted on a community-wide basis and will actively involve the comments of all citizens, especially low and moderate income persons and/or groups representing such persons. Public hearings will be held during all phases of the community development process, as outlined herein, to allow citizens to provide comments concerning the development and performance of CDBG/HOME programs/projects. The Grants Coordinator will respond to questions from citizens at each public hearing. Any questions that citizens may have concerning the CDBG/HOME programs/projects will be answered and their comments/suggestions will be received and documented as appropriate. The City of Charlottesville will hold virtual public hearings in the event of a local state of declared emergency. Virtual meetings may be held online if a local or state emergency prevents staff or citizens from gathering in person or to provide additional opportunities for citizen participation during times of normal operation. Virtual meetings will be conducted using software that is free for participants and provides the ability for participants to ask questions in real time and for answers to be provided to all attendees. The software will allow accessibility for persons with disabilities and those with limited English proficiency. Meetings will be recorded and posted online on the City of Charlottesville’s website. 5.1 Public Hearing Time and Location All public hearings will be held in conjunction with City Council meetings (1st and 3rd Monday’s every month at 7:00pm, unless otherwise noted/advertised) at City Hall which is accessible to all citizens, especially persons of low and moderate incomes6. This building is also accessible to persons with disabilities. Hearings may be held at an alternate location to be specified in the public hearing notice(s). 5.2 Priority Setting and Program Performance Public Hearing At least one public hearing shall be held prior to the development of a request for proposal(s). The primary purpose of this public hearing shall be to solicit the views of citizens on city-wide community development and housing needs, staff recommended priorities, and program performance. 6City Hall is located on the east end of the downtown pedestrian mall, directly across from the downtown transit center which serves as the hub for the Charlottesville Area Transit (CAT) buses and free trolley service. Convenient bicycle racks and adequate parking are readily available, with the City providing a stamp for free parking at its Market Street Parking Deck during City Council meetings. 12 Page 254 of 423 The objective of citizen participation at this stage is to provide meaningful, community- wide citizen input into the decision-making process during the assessment of community needs and the consideration of priorities. Citizens will be provided with information concerning the CDBG/HOME programs at this public hearing. Such information shall include, but not necessarily be limited to: the goals and objectives of the CDBG/HOME programs; staff recommended priorities, the proposed CDBG/HOME budget for the upcoming fiscal year; and program performance. This public hearing will be publicly advertised at least 15 days in advance to allow time for public comment. 5.3 CDBG/HOME Project/Activity Amendment Public Hearings To ensure adequate opportunity for citizen participation to facilitate potential CDBG/HOME project/activity changes, the City shall hold a public hearing on all substantial amendments which require Council approval. The primary purpose of this public hearing shall be to solicit the views of citizens on substantial changes to CDBG/HOME projects/activities (as defined in “Section 8 – Amendments”). Proposed amendments will be publicly advertised at least 30 days in advance to allow time for public comment. For “minor” amendments (as defined in “Section 8 - Amendments”) and changes for which Council approval is not required, no additional citizen participation will be required. 5.4 Consolidated Plan, Annual Action Plan, and AFH Public Hearing (a) Development of Consolidated, Annual Action Plan, and AFH: Citizens of the City will be provided with the opportunity to comment on the Consolidated Plan and Annual Action Plan. The City shall hold at least one public hearing during the development of the Consolidated Plan and Annual Action Plan and will publicly advertise the hearing at least 30 days prior. (b) Amendment of Consolidated, Annual Action Plan, and AFH: Substantial amendments to the Consolidated and Annual Action Plan will be publicly advertised at least 30 days prior to the consideration of the amendments by the City Council to allow time for public comment. The 30 day public comment period also applies to any revision to the AFH before the revised AFH is submitted to HUD for review. All comments received will be handled pursuant to this CPP. 5.5 Citizen Participation Plan Public Hearing Proposed changes to the CPP will be publicly advertised at least 15 days prior to the adoption or amendment of the CPP by the City Council to allow time for public comment. The proposed revisions will become effective immediately upon City Council’s approval. 5.6 Non-English Speaking and Limited English Proficiency Residents 13 Page 255 of 423 The City will undertake all reasonable actions necessary to allow such persons to participate in the community development process. Such actions may include the provision of an interpreter and/or the provision of vital materials and notices in the appropriate language or format for persons with Limited English Proficiency, as required by the City’s Limited English Proficiency Four Factor Analysis. 5.7 Public Hearing Notices Notice of public hearings will be published in advance in a newspaper of general circulation, subject to the time frame as specified within this Section. Each notice of a hearing shall include the time, date, place, topics and procedures to be discussed. Information and materials related to noticed public hearings will be included with the City Council agendas at posted on-line at http://www.charlottesville.org/departments-and-services/departments-a-g/city- council/council-agendas. 5.8 Accessibility to Low and Moderate Income Persons The public hearing procedures outlined herein are designed to promote participation by low and moderate income citizens. The City may take additional steps to further promote participation by such groups, or to target program information to these persons. Activities to promote additional participation may include targeted outreach efforts, holding public hearings at alternative accessible locations, and other reasonable efforts as may be deemed appropriate by City Council. 5.9 Accessibility to Persons with Disabilities The locations of all public hearings will be held at locations accessible to persons with disabilities. Additionally, the City shall provide reasonable accommodations whenever the Grants Coordinator is notified in advance (at least seven business days) that one or more persons with a disability will be in attendance 5.10 Minimizing Displacement The City will seek to minimize displacement as a result of CDGB/HOME implementation. In all instances, the City will follow the Uniform Act and HUD Handbook 1378. SECTION 6. PROGRAM INFORMATION / RECORDS ACCESS Citizens, public agencies and other interested parties will be provided full access to 14 Page 256 of 423 CDBG/HOME program information during all phases.7 The City shall make reasonable effort to assure that CDBG/HOME program information is available to all citizens, especially those of low and moderate incomes or Limited English Proficiency, as required. To facilitate access to CDBG/HOME program information, the Grants Coordinator will keep all documents related to the CDBG/HOME program on file in Offices of Community Solutions, City Hall - 610 E. Market Street, Charlottesville, VA 22902. This information will be made accessible during regular business hours from 8:30am – 4:00pm, except weekends and holidays. CDBG/HOME program information and materials, concerning specific CDBG/HOME projects/activities will be available and distributed to the public at the regularly scheduled public hearings as outlined in this Plan. Materials to be made available shall include all non- proprietary8 CDBG/HOME related information. HUD-provided data and other supplemental information that is incorporated into AFH will also be made available at the start of the participation process (or as soon as feasible after). At a minimum, the draft and final versions of the Consolidated Plan, Annual Action Plan, CAPER, CPP, and AFH will also be available online at www.charlottesville.org. Substantial amendments to Consolidated Plan and Annual Action Plan and any revisions to the AFH will also be available online. SECTION 7. PROCEDURES FOR COMMENTS, OBJECTIONS AND CONCERNS The public hearings scheduled, as described herein, are designed to facilitate public participation in all phases of the community development process. Citizens are encouraged to submit their views and proposals on all aspects of community development and housing at these public hearings. However, to ensure that citizens are given the opportunity to assess and comment on all aspects of the community development program on a continuous basis, citizens may, at any time, submit written comments or concerns to the City. Any citizen or citizen’s group desiring to comment or object to any phase of the CDBG/HOME programs/projects should submit such comments or objections in writing to the Grants Coordinator. The City will consider the comments or views of citizens, whether received in writing or orally at the public hearings, in preparation of the final Consolidated Plan or final AFH. A summary of any comments or views and a summary of any comments or views not accepted and the reasons why, will be attached to the final Consolidated Plan or final AFH. Should, after a reasonable period, a party believe that his/her comment or complaint has not been properly addressed or considered by the Grants Coordinator then the aggrieved party may appeal his/her case to the Director of Neighborhood Development Services. 7 Access to records associated with the Consolidated Plan and AFH as well as use of assistance under the CDBG/HOME programs will be provided for a minimum of the preceding five years as required by 24 CFR 91.105(h). 8 In no case shall the City disclose any information concerning the financial status of any program participant(s) which may be required to document program eligibility or benefit. Furthermore, the City shall not disclose any information which may be deemed of a confidential nature. 15 Page 257 of 423 The Grants Coordinator shall make every effort to provide written responses to citizen proposals or concerns within fifteen (15) working days of the receipt of such comments or concerns where practicable. Should the City be unable to sufficiently resolve an objection or complaint, it may be forwarded by the aggrieved party to HUD. Citizens may, at any time, contact the City and/or the HUD directly to register comments, objections or concerns related to the City’s CDBG/HOME program(s). Citizens are encouraged, however, to attempt to resolve any complaints at the local level as outlined above prior to contacting HUD. All comments or complaints submitted to the City or HUD shall be addressed in writing to: City of Charlottesville Neighborhood Development Services Office of Community Solutions Attn: Grants Coordinator 610 E. Market Street P O Box 911 Charlottesville, Virginia 22902 Phone: (434) 970-3182 Fax: (434) 970-3359 Or: U.S. Department of Housing and Urban Development Virginia Field Office 600 E. Broad Street, 3rd Floor Richmond, VA 23219-4920 Phone: (804) 842-2610 Fax: (804) 877-8339 Records of all comments, objections and/or concerns by citizens regarding the City’s CDBG/HOME program and subsequent action taken in response to those comments shall be maintained on file at NDS and shall be made available for public review upon request. SECTION 8. AMENDMENTS Amendments to the Consolidated Plan and Annual Action Plan The City shall amend its approved Consolidated Plan whenever it makes one of the following decisions: 16 Page 258 of 423 • To make a change in its allocation priorities or a change in the method of distribution of funds; • To carry out a project/activity, using funds from any program covered by the Consolidated Plan (including program income), not previously described in the Annual Action Plan; or • To change the purpose, scope, location, or beneficiaries of a project/activity. Amendment, Minor: A change to a previously adopted Five-Year Consolidated Plan or Annual Action Plan that does not meet the thresholds to qualify as a Substantial Amendment. This includes: • Monetary changes or shifts, regardless of size that are: (1) necessary for substantially preserving all the programs and activities identified in an Action Plan; and (2) when circumstances required development and submission of an Action Plan based on entitlement estimates and actual entitlement amounts differed significantly. • Updates to Consolidated Plan data including, but not limited to, census data, income limits, fair market rents, and HOME high/low market rents. • Changes in location of an approved project or activity so long as the purpose, scope and intended beneficiaries remain constant. • Transfer of entitlement funds amongst program years’ budget lines for synonymous projects or activities. • Transferring funds to a different subrecipient for the same program or project with equivalent program guidelines and requirements. • Updates to Impediments to Fair Housing Choice and recommendations to address such Impediments as provided in the most recent applicable Analysis of Impediments to Fair Housing Choice (AI) or Analysis of Fair Housing (AFH) document. The City considers the following conditions to be substantial amendment criteria needed to amend the Consolidated Plan and A n n u a l Action Plan and projected use of funds. A minor amendment is a change not listed below: • A new program or project/activity is proposed for funding that was not previously identified in the Consolidated Plan and/or Action Plans; • A program/project/activity that was listed in the Consolidated Plan and/or A n n u a l Action Plan is eliminated during the program year; and • The City increases/decreases funding for a listed project/activity or program category (e.g. economic development, public facilities, public services, administration and planning, etc.) by more than 50 percent. A change in the federal funding level after the draft Consolidated Plan is published and the resulting effect on the distribution of funds will not be considered a substantial amendment. Amendments to CDBG/HOME Program and Projects/Activities The City will assure the opportunity for citizen participation during the implementation of the CDBG/HOME programs when “substantial” amendments/changes to a project/activity are 17 Page 259 of 423 under consideration by the City. A substantial amendment is defined based on the following: 1. A proposed change in the dollar amount spent on projects/activities of more than 25% of the total CDBG/HOME project costs (capped at $5,000); 2. A proposed change in direct beneficiaries of the program so as to lower the total number of low and moderate income beneficiaries by more than 15 percent; 3. A proposed change in the scope of a project so as to modify/alter the project description in such a way that substantially changes the purpose, scope, or location of the original project/activities/beneficiaries. Substantial changes will be determined on a case by case basis by the NDS OCS Director. Amendments to Citizen Participation Plan The City may modify the provisions outlined herein through amendments. All amendments shall be approved by resolution of the City Council and shall be incorporated into the CPP. Amendments to AFH Revisions to the AFH will be required when a material change occurs. A material change is a change in circumstances in the jurisdiction of a program participant that affects the information on which the AFH is based to the extent that the analysis, the fair housing contributing factors, or the priorities and goals of the AFH no longer reflect the actual circumstances.9 SECTION 9. AUTHORITY No portion of this CPP shall be construed to restrict the responsibility and authority of the elected officials of the City in the development, implementation, performance review and execution of any CDBG/HOME Program. 9 Examples of material changes include, but are not limited to Presidentially declared disasters, under title IV of the Robert T. Stafford Disaster Relief and Emergency Assistance Act (42 U.S.C. 5121 et seq.), in the program participant's area that are of such a nature as to significantly impact the steps a program participant may need to take to affirmatively further fair housing; significant demographic changes; new significant contributing factors in the participant's jurisdiction; and civil rights findings, determinations, settlements (including Voluntary Compliance Agreements), or court orders. 18 Page 260 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL AGENDA Agenda Date: April 18, 2022 Action Required: Adoption of Resolution (1 reading only, no public hearing) Presenter: Michael W. Graff, Jr. McGuire Woods LLP Contacts: John Sales, CRHA Executive Director Lisa Robertson, City Attorney Title: City Council Approval for CRHA to Issue Bonds for Midway Manor Affordable Housing Development Background: Standard Midway Manor has requested that the CRHA and the City Council approve bonds to help finance the acquiring, constructing, renovating, rehabilitating and equipping of an age restricted multifamily residential rental housing project to be known as Midway Manor Apartments. The bonds are not obligations of the CRHA or the City and have no impact on the City’s debt ratings. They are “pass through” or conduit revenue bonds payable solely from the Midway Manor project. When issued by a governmental entity like the CRHA, the bonds carry a tax-advantaged, lower rate of interest and allow the project to qualify for federal housing tax credits (another incentive available to workforce housing development at no cost to the CRHA or the City). Discussion: Adoption of a resolution approving the CRHA’s upcoming Midway Manor revenue bond issuance for the issuance of revenue bond financing in the amount of up to $23,000,000 for Standard Midway Manor Venture LP, consisting of completion of the approximately 98 age restricted units located at 100 Ridge Street. Budgetary Impact: City staff consulted with the City’s Bond Counsel, and have been advised that these bonds would NOT count against the City’s debt limit or be taken into account by the rating agencies, unless the City were to provide some sort of financial backing for the bonds. Alignment with Council Vision Areas and Strategic Plan: Yes. Community Engagement: City Manager Recommendation: The City Manager recommends approval of the attached Resolution. Page 261 of 423 Suggested Motion: “I move the RESOLUTION Approving the issuance by the Charlottesville Redevelopment and Housing Authority of its up to $23,000,000 multifamily revenue bonds for Standard Midway Manor Venture LP” Attachments: • Proposed Resolution for City Council’s Approval • Collected CRHA Materials, documenting CRHA’s approval of the Bond Issue Page 262 of 423 RESOLUTION Approving the issuance by the Charlottesville Redevelopment and Housing Authority of its up to $23,000,000 multifamily revenue bonds for Standard Midway Manor Venture LP WHEREAS the Charlottesville Redevelopment and Housing Authority (the “Authority”) is authorized to advertise and hold public hearings relative to the issuance of private activity bonds; and WHEREAS the Authority has considered the application of Standard Midway Manor Venture LP, a Virginia limited partnership (the “Applicant”) requesting that the Authority issue up to $23,000,000 of its revenue bonds (the “Bonds”) to assist the Applicant or an entity affiliated with and controlled by, or under common ownership with, the Applicant (the Applicant or such resulting ownership entity hereinafter referred to as the “Borrower”) in acquiring, constructing, renovating, rehabilitating and equipping an age restricted multifamily residential rental housing project to be known as Midway Manor Apartments, to consist of 94 one-bedroom units and 4 two- bedroom units, to be located on approximately 2.32 acres of land located at 100 Ridge Street in Charlottesville, Virginia 22902 (the “Project”), including the financing of reserve funds as permitted by applicable law and the costs of issuance incurred in connection with the issuance of the Bonds. Based on representations of the Applicant, the Project is structured to meet the requirements of a qualified residential rental project within the meaning of Section 142(d) of the Internal Revenue Code of 1986, as amended (the “Code”). The Applicant has represented that the Project will be owned by the Borrower; and WHEREAS the facilities related to the Project to be financed or refinanced with the Bonds are located in the City of Charlottesville, Virginia; and WHEREAS, the City of Charlottesville, Virginia is the geographic jurisdiction that contains the site of the Project to be financed or refinanced with the Bonds (“Host”) the City Council of the City of Charlottesville, Virginia (the “City Council”) constitutes the governmental unit having jurisdiction of the Project Site, and Section 147(f) of the Code requires the City Council, as the governmental unit, to approve the issue; and WHEREAS a copy of the Authority’s resolution authorizing the issuance of the Bonds, a certificate of the public hearing (including a summary of statements expressed at the hearing) and a fiscal impact statement have been filed with the City Council; and WHEREAS the Authority has recommended that the City Council approve the issuance of the Bonds; NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Charlottesville, THAT: 1. The City Council approves the issuance of the Bonds by the Authority for the benefit of the Borrower, to satisfy the requirements of Section 147(f) of the Code, to permit the Authority to assist in the financing of the Project. 2. The approval of the issuance of the Bonds does not constitute City Council’s Page 263 of 423 endorsement to a prospective purchaser of the Bonds or the creditworthiness of the Project or the creditworthiness of the Borrower. 3. The Bonds shall provide that the City of Charlottesville, Virginia shall not be obligated to pay the Bonds or the interest thereon, or other costs incident thereto, and neither the full faith and credit nor the taxing power of the City of Charlottesville, Virginia is pledged to payment of the principal of the Bonds, or the interest thereon, or other costs incident thereto. 4. The Bonds shall provide that the Authority shall not be obligated to pay the Bonds or the interest thereon or other costs incident thereto except from the revenues and monies pledged thereto and that full faith and credit of the Authority shall not be pledged to the payment of the principal of the Bonds or the interest thereon or other costs incident thereto. 5. In adopting this resolution, the City of Charlottesville, Virginia, including its elected councilors, representatives, officers, employees and agents, shall not be liable for, and hereby disclaim all liability for, any damages to any person, direct or consequential, resulting from the Authority’s failure to issue the Bonds for any reason. 5. This resolution shall take effect immediately upon its adoption. The undersigned Clerk of the City Council of Charlottesville, Virginia certifies that the foregoing Resolution was adopted by the City Council on ___________, 2022. Page 264 of 423 01234ÿ678ÿ6966ÿ ÿÿÿÿÿ ÿ! "ÿ#ÿ$ ÿ%& ÿ% ÿ'ÿ( ÿ )*1+,12,ÿ0-,.1/ÿ01+02ÿ12+*+22ÿ348ÿ1ÿ1-25-+-1ÿ6-7-*2,ÿ812*+2294-8ÿ:*42ÿ;<886-31+*;=8ÿ 419ÿ22>?29*2,ÿ*41*ÿ*42ÿ@41260**29A-662ÿB2,2A260872+*ÿ1+,ÿC0?9-+5ÿ?-2-+58ÿ30+9*2?3*-+58ÿ22+0A1*-+58ÿ2241G-6-*1*-+5ÿ1+,ÿ2>?-88-+5ÿ1+ÿ1FF02,1G62ÿ40?9-+5ÿ ,2A260872+*ÿ*0ÿG2ÿI+0.+ÿ19ÿ0-,.1/ÿ01+02ÿ<812*72+*98ÿ*0ÿ30+9-9*ÿ0FÿJKÿ0+2LG2,2007ÿ?+-*9ÿ 1+,ÿKÿ*.0LG2,2007ÿ?+-*98ÿ*0ÿG2ÿ6031*2,ÿ0+ÿ18820M-71*26/ÿ6NE6ÿ13229ÿ0Fÿ61+,ÿ6031*2,ÿ1*ÿ799ÿ B-,52ÿ)*222*ÿ-+ÿ@41260**29A-6628ÿ1-25-+-1ÿ66J96ÿ:*42ÿ;420O23*;=8ÿ-+36?,-+5ÿ*42ÿF-+1+3-+5ÿ0Fÿ 22922A2ÿF?+,9ÿ19ÿ8227-**2,ÿG/ÿ1886-31G62ÿ61.ÿ1+,ÿ*42ÿ309*9ÿ0Fÿ-99?1+32ÿ-+3?222,ÿ-+ÿ30++23*-0+ÿ .-*4ÿ*42ÿ-99?1+32ÿ0Fÿ*42ÿH0+,9NÿP42ÿ420O23*ÿ.-66ÿ722*ÿ*42ÿ22>?-2272+*9ÿ0Fÿ1ÿ>?16-F-2,ÿ 229-,2+*-16ÿ22+*16ÿ820O23*ÿ.-*4-+ÿ*42ÿ721+-+5ÿ0Fÿ)23*-0+ÿ7K6:ÿ,=ÿ0Fÿ*42ÿQ+*22+16ÿB2A2+?2ÿ@0,2ÿ 0Fÿ7JRS8ÿ19ÿ172+,2,NÿP42ÿ420O23*ÿ.-66ÿG2ÿ0.+2,ÿG/ÿ*42ÿH0220.22Nÿ <9ÿ92*ÿF02*4ÿ-+ÿ*42ÿ22906?*-0+ÿ0Fÿ*42ÿ?29*2,NÿP42ÿ?-2272+*9ÿ92*ÿF02*4ÿ-+ÿ)23*-0+ÿ7KU:F=ÿ0Fÿ*42ÿQ+*22+16ÿB2A2+?2ÿ @0,2ÿ0Fÿ7JRS8ÿ19ÿ172+,2,8ÿ1+,ÿ)23*-0+ÿ7VN6LKJ9Sÿ0Fÿ*42ÿ@0,2ÿ0Fÿ1-25-+-1ÿ0Fÿ7JV98ÿ19ÿ172+,2,ÿ :*42ÿ;1-25-+-1ÿ@0,2;=Nÿ <**1342,ÿ4222*0ÿ-9ÿ:7=ÿ1ÿ322*-F-31*2ÿ2A-,2+3-+5ÿ*42ÿ30+,?3*ÿ0Fÿ*42ÿ4?G6-3ÿC212-+5ÿ1+,ÿ 1,08*-0+ÿ0Fÿ*42ÿBC<ÿB2906?*-0+8ÿ:6=ÿ*42ÿF-9316ÿ-7813*ÿ9*1*272+*ÿ22>?-22,ÿ8?29?1+*ÿ*0ÿ1-25-+-1ÿ @0,2ÿ)23*-0+ÿ7VN6LKJ9U8ÿ:E=ÿ1ÿ9?7712/ÿ0Fÿ*42ÿ30772+*9ÿ2M822ÿ *42ÿ4?G6-3ÿC212-+5ÿ1+,ÿ :Kÿ=ÿ*42ÿF027ÿ0Fÿ22906?*-0+ÿ9?5529*2,ÿG/ÿ30?+926ÿ*0ÿ2A-,2+ÿ -2ÿ44Nÿ0A16Nÿ Page 265 of 423 Page 266 of 423 Page 267 of 423 Page 268 of 423 Page 269 of 423 Page 270 of 423 Page 271 of 423 Page 272 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL AGENDA Agenda Date: April 18, 2022 Action Requested: Adoption of Ordinance (1st of 2 readings) Presenter: Brenda Kelley, Redevelopment Manager, Office of Community Solutions Staff Contacts: Lisa Robertson, City Attorney Robinson Hubbard, Assistant City Attorney Alex Ikefuna, Interim Director, Office of Community Solutions Brenda Kelley, Redevelopment Manager, Office of Community Solutions Title: Amendment of the Friendship Court (Phase 1) Loan Agreement Background: In November 2020, the City Council approved an Ordinance (attached) approving the award of funding for the redevelopment of Phase 1 of Friendship Court through a loan agreement to Piedmont Housing Alliance. This loan was provided for the public purposes of providing for construction of streets, utilities, and other site improvements necessary for Phase 1, and to assist the construction of new for-rental housing units, as part of a multi-phased redevelopment of Friendship Court. One hundred percent (100%) of the dwelling units within Friendship Court Phase 1 will be for rental or for ownership by low and moderate income persons, for a period not less than ninety-nine (99) years. Note: this forgivable loan funding is in addition to the ongoing financial support that will be provided in future years via the Performance Agreement approved by resolution of City Council in 2020. Within the Performance Agreement, City Council agreed to allocate one hundred percent (100%) of new real estate tax revenues realized by the City as a result of the redevelopment of Friendship Court. (Upon completion of Phase 1 of the redevelopment project, the tax increment to be realized was estimated at $190,000 per year; if the landowner pays the taxes and demonstrates achievement of certain performance criteria, the Charlottesville Economic Development Authority will pay the amount of $190,000 per year (funded by a transfer from City Council) until a cap of six million dollars ($6,000,000) is reached. Discussion: Due to funding limitations at the times of approval of corresponding fiscal budgets, funding for Phase 1 of Friendship Court, as well as subsequent phases, were/are projected for funding over multiple City Fiscal Years. At the time of approval of the (first) Friendship Court Loan Agreement (for Phase 1) only $5,545,159 was available, as approved in the city budget, to be allocated through the Ordinance. An additional $394,841 was contemplated to be included in upcoming funding, however, this final amount of funding for Phase 1 was not approved until the FY22 budget approval (March 2021). In FY2020, $5,545,159 was approved, in FY2021, $0 was approved (due to budget Page 273 of 423 limitations), with the remaining requested funding for Phase 1 moved to approval in FY2022. $394,841 is available in the current budget for redevelopment of Friendship Court Phase 1, that has not been previously allocated by City Council through the current Loan Agreement. Staff is requesting that City Council approve the attached Amendment of the Friendship Court Loan Agreement, in order to allocate this funding to Piedmont Housing Alliance. Per the existing Ordinance, the City Manager cannot modify the previously-approved loan agreement without Council’s approval, per the following provision within the agreement: (J) Amendments. Except as otherwise specified within Section 5(D) of this Ordinance, the City Manager is hereby authorized to execute a Loan Agreement, or any amendment(s) thereof, that modify(ies) certain terms and conditions set forth within this Ordinance, without Council review and approval, but only if such modification(s) do not materially change: (i) the number of affordable dwelling units to be provided by Recipient, or the length of the Affordability Period, (ii) the requirement that Recipient provide a one-for-one replacement of all of the 150 for-rent, Section 8 subsidized dwelling units existing within Friendship court as of the date of this Agreement (divided among all phases of the Project); (iii) the layout of land uses, or the general approximate location of the public streets, as depicted in Illustration 1, above, within this Agreement, or (iv) the dollar amount(s) of the Loan, as set forth within Section 3(c) of this Agreement. Any amendments of the terms referenced in clauses (i) – (iv) preceding above within this paragraph must be approved by ordinance of City Council in the same manner as this Agreement. Upon executing a Loan Agreement, or any amendment thereof, that contains terms and conditions different than those set forth within this Ordinance, the City Manager shall notify City Council, in writing, of the nature of the modifications. For this request, there are no material changes to items (i) – (iii). Because the requested amendment relates to a change in the loan amount, City Council approval of an ordinance is required. Alignment with City Council’s Vision and Strategic Plan: The overall funding of affordable housing initiatives supports City Council’s visions of Quality Housing Opportunities for All; A Green City; Community of Mutual Respect; and Smart, Citizen- Focused Government. Approval of this request is also supported by the following: Strategic Plan Goals: • Goal 1.3: Increase affordable housing options • Goal 1.4: Enhance financial health of residents • Goal 1.5: Intentionally address issues of race and equity • Goal 2.3: Improve community health and safety outcomes by connecting residents with effective resources Comprehensive Plan Guiding Principles (2021): • Equity & Opportunity – All people will be able to thrive in Charlottesville. 2 Page 274 of 423 • Community Culture & Unity – Charlottesville’s rich and diverse culture and form will be celebrated, and the entire community will feel welcomed, valued and respected. • Local & Regional Collaboration – From the neighborhood to the region, open conversations and partnerships will make the city stronger. • Environmental Stewardship & Sustainability – The Charlottesville community will demonstrate environmental and climate leadership. • (Numerous Goals in the Comprehensive Plan also support this request). Community Engagement: Redevelopment of Friendship Court continues to be driven by a steering committee of residents and other stakeholders of the community. In addition, the city budget process includes substantial community engagement and public input. Budgetary Impact: This request does not encumber any additional funding from the City budget. This funding is currently allocated in the adopted Capital Improvement Program (CIP) FY21/22 budget in the line item Friendship Court Redevelopment – Phase 1 ($394,841). Approval of the attached Ordinance will establish the terms and conditions under which this additional funding can by expended. Alternatives: While $394,841 in additional funding to Friendship Court Phase 1 was approved within the FY21/22 budget (and continues to be available as detailed in the FY23 Budget), City Council could choose to not allocate this funding. However, staff does not know how a failure to add this money to the loan would affect the current activities under construction. Piedmont Housing Alliance has informed staff: “Failure to approve the $394,841 additional will negatively impact our debt financing with Virginia Housing. Over the last year, with construction costs increasing over $2 million, Virginia Housing effectively closed the gap by significantly reducing their debt interest rates. This was an unprecedented show of support, and was predicated on the City following through on its original commitment. Not following through would compromise the good will of Virginia Housing and potentially negatively impact future flexibility in debt structuring for additional phases of Friendship Court.” Recommendation: Staff recommends City Council approve the attached Ordinance. Suggested Motion: “I move the ORDINANCE amending and reenacting the forgivable loan agreement approved by Ordinance No. O-20-145, to add the amount of $394,841 to the amount of the forgivable loan to Piedmont Housing Alliance for the Friendship Court Redevelopment” Attachments: Proposed Ordinance Ordinance No. O-20-145 3 Page 275 of 423 ORDINANCE AMENDING AND RE-ENACTING THE FORGIVABLE LOAN AGREEMENT APPROVED BY ORDINANCE NO. O-20-145, TO ADD THE AMOUNT OF $394,841 TO THE FORGIVABLE LOAN TO PIEDMONT HOUSING ALLIANCE FOR THE FRIENDSHIP COURT REDEVELOPMENT WHEREAS on November 2, 2020 this City Council enacted Ordinance No. O-20-145, authorizing a forgivable loan (“Loan Agreement”) to Piedmont Housing Alliance to support the redevelopment of Friendship Court for the purpose of producing new housing for low- and moderate-income persons (“Project”), and WHEREAS it appears that the dollar amount of the forgivable loan approved within Ordinance No. O-20-145 failed to include all of the funding set aside by City Council within the Capital Fund for the Project, and there remains three hundred ninety-four thousand eight hundred forty one dollars ($394,841) within the Capital Fund which prior Councils have contemplated to be utilized for the Project and Piedmont Housing Alliance is requesting a modification of the Loan Agreement to increase the dollar amount approved for the forgivable loan; NOW, THEREFORE be it ordained by the Council of the City of Charlottesville that the Loan Agreement approved by City Council is hereby amended and re-enacted with the following changes: Section 3 (Authorized expenditures; budget), Paragraph (C), is hereby modified to add a new subparagraph (iv), as follows: (iv) Up to $394,841 shall be expended for the purpose of construction of rental affordable dwelling units within Phase 1 of the Project With the foregoing amendments included, the Loan Agreement is ratified and shall be and remain in effect as approved by City Council within Ordinance No. O-20-145 and this ordinance. Approved by Council May 2, 2022 __________________ Kyna Thomas, MMC Clerk of Council 4 Page 276 of 423 #0-20-145 ORDINANCE AUTHORIZING A FORGIVABLE LOAN TO PIEDMONT HOUSING ALLIANCE TO SUPPORT REDEVELOPMENT OF FRIENDSHIP COURT FOR THE PURPOSE OF PRODUCING NEW HOUSING FOR LOW AND MODERATE INCOME PERSONS WHEREAS, the production of new housing for persons of low and moderate income is a public purpose and use for which public money may be spent, and such production is a governmental function of concern to the Commonwealth of Virginia; and WHEREAS, pursuant to Virginia Code §15.2-958 the City of Charlottesville may, by ordinance, make grants or loans to the owners of residential rental property occupied, or to be occupied, following construction, by persons of low or moderate income, for the purpose of producing such property; and WHEREAS, Piedmont Housing Alliance ("PHA") is a private, nonprofit 501 organization (corporation) organized and operating under the laws of the Commonwealth of Virginia, having as its mission the creation of affordable housing opportunities by developing new housing and by preserving existing affordable housing; and WHEREAS, PHA and its joint venture partner are planning the redevelopment of Friendship Court in multiple phases, funded by Low Income Housing Tax Credits, private donations, grants, local government funding from the City of Charlottesville, and a mortgage; and WHEREAS, PHA has requested the City of Charlottesville (the "City") to award local public funding for the Project, in an amount sufficient to subsidize the projected cost of constructing the required public infrastructure for the Project as well as the construction of form rent affordable units within Phase 1 (defined below) of the Project (defined below), the City desires to make a Loan to PHA pursuant to and in consideration for PHA's activities in compliance with this Agreement and the Master Affordable Housing Covenant attached hereto as Attachment 1; and WHEREAS, PHA will make a subordinate loan to the owner of the first phase of the development ("Phase I Project Owner") in an amount not to exceed the loan from the City to PHA (the "Sponsor Loan"), which the Phase I Project Owner will use to undertake the improvements described herein (defined below); and WHEREAS, the Sponsor Loan will be secured by a subordinate interest in the land for Phase 1 of the Project and such subordinate interest shall be assigned to the City as security for this loan; and NOW, THEREFORE, BE IT ORDAINED by the Charlottesville City Council that local public funding is hereby approved for Piedmont Housing Alliance to support the Project, subject to the following terms and conditions, which shall be set forth within a written agreement that shall be executed by duly authorized agents of the City and Piedmont Housing Alliance ("Loan Agreement" 5 Page 277 of 423 or "Agreement"): Section 1. Public purpose of the Loan This Loan is provided to Piedmont Housing Alliance ("Recipient") for the public purposes of providing for construction of streets, utilities, and other site improvements necessary for the Project, and to assist the construction of new for-rental housing units within the property known as Friendship Court, as part of a multi-phased redevelopment of that property ("Subject Property" or "Project"), Phase 1 and subsequent phases of the Project shall be diligently prosecuted by the Recipient, to the end that, upon completion of construction, one hundred percent (100%) of the dwelling units within the Project will be for rental or for ownership by low and moderate income persons, for a period not less than ninety-nine (99) years. Section 2. Representations and Warranties by the Recipient To induce the City to make the Loan, Recipient makes the following as its representations and warranties to the City: (A) Recipient is a corporation organized under the laws of the Commonwealth of Virginia, active and in good standing as of the date of its execution of this Agreement, (B) Recipient is a nonprofit 501(c)(3) organization whose 501(c)(3) status remains in effect as of the date of its execution of this Agreement. (C) Recipient will use its best efforts to ensure the Loan funds will be used only for the public purposes referenced in Section I. Recipient may expend the Loan funds itself, or Recipient may loan the funds to a third party who is legally obligated to use the funds only for the public purpose referenced in Section 1. A loan to a third party shall be secured by a lien on the land within Phase l. Recipient shall execute an assignment of such lien and interests as further security for the Loan from the City to the Recipient, subject to certain requirements of lenders and the investor member of Phase I Project Owner, including this Agreement and the Master Affordable Housing Covenant (or any phase-specific replacement covenant) being subordinate and subject to the lien of all lenders to the Project and including the forbearance of certain creditor's rights and remedies during the applicable federal tax credit "compliance period" when the investor member has an ownership interest in the Phase 1 Project Owner. (D) Recipient shall in good faith take all measures necessary to ensure that one hundred percent (100%) of the dwelling units constructed within the Project will be Rental Affordable Units or For Sale Affordable Units for by low and moderate income persons, in accordance with 6 Page 278 of 423 the Master Affordable Housing Covenant attached to this Ordinance and any amendments thereto. (E) Recipient will use its best efforts to ensure the number of newly constructed affordable dwelling units constructed within subsequent phases of the development are in accordance with the Master Site Requirements attached as Exhibit E to the Master Affordable Housing Covenant (Attachment 1 to this Ordinance). At all times within the Subject Property there will be one hundred fifty (150) for-rent affordable dwelling units subject to project-based federal Section 8 operating subsidies, including a combination of pre-existing and new units. This represents the current number of units existing within the Subject Property as of the date of this Agreement. (F) Recipient shall record a Master Affordable Housing Covenant for the Project (the "Covenant") within the land records of the City, in the format attached hereto as Attachment 1. (G) To the best of its knowledge, NHTE Piedmont Garrett Square Limited Partnership (the "Landowner") currently owns all right, title and interest in and to the land comprising the development site of the Project, and Recipient has verified that the Landowner does not intend to transfer or convey title to any such land to any third party, other than the Phase I Project Owner, until the Affordable Housing Covenant has been recorded in the City's land records.. (H) Recipient will use its best efforts to ensure the development of all phases of the Project shall be consistent with the Master Plan developed by the Recipient with public input from the community, a copy of which is depicted in Illustration 1, following below, as may be amended from time to time consistent with the provisions of the Master Affordable Housing Covenant and the public purposes for which this Loan is offered pursuant to Virginia Code §15.2-958. 7 Page 279 of 423 Illustration 1. (I) Recipient will execute any and all documents reasonably requested by the City to finalize the Loan authorized by this Ordinance, including, without limitation, any note, deed of trust, security agreement or guaranty. (J) The representations set forth within paragraphs (A) through (H) preceding above are material provisions of this Agreement, Section 3. Authorized Expenditures; Budget (A) The Project is planned as a multi-phased redevelopment of land currently identified by Tax Parcel Identification No. 280112000, currently assigned the street address of 400-426 Garrett Street, Charlottesville, Virginia. As of the date of this Agreement, only Phase I is being designed for construction. As subsequent phases are designed, the parties may amend this Agreement as necessary or desirable to reflect additional public funding for the Project. (B) Phase I shall include no fewer than one hundred six (106) for-rent affordable dwelling units, of which: (i) forty-six (46) will be subject to project-based federal Section 8 operating subsidies; and (ii) a minimum of sixty (60) additional For-Rent dwelling units will be 8 Page 280 of 423 provided for rental to households having incomes from thirty percent (30%) to eighty percent (80%) AMI, as mutually agreed to by the City and the Recipient on or before [any disbursement of Loan funds]. (C) Loan proceeds may be expended as follows: i. Up to $1,386,000.00 shall be expended for the installation, construction, or reconstruction of public streets (inclusive of sidewalk, curb and gutter, stormwater, landscaping), utilities, and parks, essential to the Project ("Public Infrastructure" or "Public Infrastructure Construction"), and Up to $3,604,159.00 shall be expended to prevent the displacement of low and moderate income residents of the existing property to be redeveloped, and for construction of new Phase 1 housing units for rental by low and moderate income persons ("ADU Construction"). iii. Up to $555,000.00 is expected to cover "soft costs" associated with the planning and design for construction of infrastructure for the Project and/or construction of Rental Affordable Units within Phase 1 of the Project. Any portion of this amount not expended for Soft Costs may be expended in accordance with (i) or (ii), above; (D) Public Infrastructure Construction will commence within six months following loan closing on Phase 1 of the Project, and be diligently prosecuted by Recipient to completion. (E) Phase 1 Project Owner, with consultation from Recipient, shall establish a Budget for Public Infrastructure Construction for the Project and for construction of Rental Affordable Units within Phase l, and will submit the Budget to the City for approval. Once the Budget is approved by the City, all material changes to the Budget shall be subject to the prior written approval of the City. Whenever any change order is under consideration by Recipient which would materially increase the cost of any aspect of construction, a Budget amendment shall be prepared for the City's approval prior to execution of the change order. (F) [Reserved.] (G) The Budget shall establish stand-alone line items for Public Infrastructure Construction. The Budget shall also include line items for a Construction Contingency Amount, soft costs and other reserves acceptable to the City. 9 Page 281 of 423 Section 4. Disbursement of Loan Proceeds (A) Preconditions, General Prior to the first disbursement of any Loan proceeds for expenses incurred pursuant to Section 3(C)(i) or (ii), the Recipient shall furnish all of the following documents to the City for Phase 1 of the Project, in a form acceptable to the City in all respects, for the City's approval: i. A Public Infrastructure Plan: providing for construction of public streets, sidewalks, curb and gutter, utilities, stormwater, landscaping, and street lights ("Public Infrastructure") for the Project, prior to commencement of construction of any building(s) or structure(s) within Phase l, or providing for the phased construction of Public Infrastructure, by (a) delineating sections within the Project in which infrastructure will be constructed in coordination with housing that will be served by that infrastructure, (b) within each delineated section, establishing a schedule for completion of construction of the Public Infrastructure, within that section in relation to the completion of construction and occupancy of dwelling units within that section; (c) providing a Cost Estimate establishing the cost of constructing the Public Infrastructure in each section, and (d) in the event that Public Infrastructure within a delineated section has been substantially constructed but has not met all requirements necessary for final acceptance into the City's public system for maintenance, then Recipient shall provide a maintenance and indemnifying bond, with surety acceptable to the City, in an amount sufficient for and conditioned upon the maintenance of the Public Infrastructure until such time as the Public Infrastructure is accepted into the City's public system for maintenance. ii. A Resident Relocation Plan establishing a schedule, consistent with the schedule established within the construction plan referenced in (i) above: (a) identifying how many of the newly constructed units in each section will be occupied by then-current residents of Friendship Court, (ii) establishing a budget for the relocation of Friendship Court residents, and (iii) setting forth how the Recipients will determine what Friendship Court residents will be relocated first, etc. The relocation plan shall demonstrate zero displacement. iii, A Construction Schedule that implements construction of the Rental Affordable Units in Phase l , in all aspects, in accordance with paragraphs (i) (ii) preceding above. iv. The Budget required by Section 3, above. 10 Page 282 of 423 v. Master Affordable Housing Covenant, in the form attached hereto as Attachment 1, executed by Recipient and recorded within the land records of the Circuit Court for the City of Charlottesville. If the above-referenced documents demonstrate the adequacy of the Budget to complete the Public Infrastructure and the Rental Affordable Units within Phase 1 5 and if the Construction Schedule is realistic, then the City's approval shall not unreasonably be withheld. (B) Disbursements for Infrastructure i. Following the date on which the Master Affordable Housing Covenant is recorded within the City's land records, the Recipient may request disbursements of the Loan funds, and disbursements may be made by the City from time to time during construction of the Public Infrastructure, as such construction progresses, no more frequently than once per calendar month, until the City has disbursed the aggregate amount specified within Section 3(C)(i) above (and upon request, any amount(s) not previously disbursed under Section ii. As a condition precedent to each disbursement of loan proceeds for the Public Infrastructure, the Recipient shall furnish or cause to be furnished to the City all of the following documents for each disbursement, in form and substance satisfactory to the City: (a) a Disbursement Certification in a form approved in advance by the City; (b) copies of payment approval forms, certified by an architect or engineer authorizing payment of specific amount(s), and documentation that such amount(s) have actually been paid to construction contractor(s) and subcontractor(s), for work completed; (c) inspection report(s) signed by a City inspector, verifying that the work for which payment is sought was inspected by the City and was installed or completed in accordance with City standards and specifications; (d) a budget-to- actual expenditure report for the Public Infrastructure, current through the date of the disbursement request; (e) a Construction Schedule report, documenting the actual progress of construction (inclusive of Public Infrastructure and housing) compared with the approved Construction Schedule. In the aggregate, items (a)–(e) shall constitute a "Disbursement Request". iii. Following receipt of a complete Disbursement Request, the City shall issue payment of Loan proceeds to the Recipient for the amounts documented within the Disbursement Request as having actually been paid to construction contractor(s) and subcontractor(s), for completed work. Payment shall be made within 30 days of the City's receipt of a complete Disbursement Request. (C) Disbursements or costs of tenant relocation and construction of affordable housing 11 Page 283 of 423 1. Following the date on which the Master Affordable Housing Covenant is recorded within the City's land records: the Recipient may request disbursements, and disbursements may be made by the City from time to time during construction of new Rental Affordable Units, as such construction progresses, no more frequently than once per calendar month, until the City has disbursed the aggregate specified within Section 3(C)(ii), above (and, upon request, any amount(s) not previously disbursed under Section 3(C)(iii)). ii. As a condition precedent to each disbursement of loan proceeds for relocation and construction of new units of Rental Affordable Housing, the Recipient shall furnish or cause to be furnished to the City all of the following documents for each disbursement, in form and substance satisfactory to the City: (a) a Disbursement Certification in the form approved in advance by the City; (b) copies of payment approval forms, certified by an architect or engineer authorizing payment(s) which have been made by the Phase 1 Project Owner or Recipient, together with documentation of amount(s) actually paid to construction contractor(s) and subcontractor(s), for completed work referenced within such payment approval forms; (c) a budget-to-actual expenditure report, current through the date of the disbursement request, for the relocation and housing construction Budget line items; (d) a Construction Schedule report, documenting the actual progress of construction compared with the approved Construction Schedule; (e) documentation of amount(s) actually paid by the Phase 1 Project Owner or Recipient to relocate tenants into a new affordable housing unit for which a certificate of occupancy (non- temporary) has been issued. In the aggregate, items (a)-(d) shall constitute a "Disbursement Request" for reimbursement of construction costs, and items (a), (c) and (e) shall constitute a "Disbursement Request" for reimbursement of relocation expenditures. iii. Following receipt of a complete Disbursement Request seeking reimbursement for tenant relocation costs, the City shall issue payment to Recipient reimbursing amounts documented within a Disbursement Request as having actually been paid to relocate tenants. Payment shall be made within 30 days of the City's receipt of a complete Disbursement Request. (D) Disbursements for Soft Costs Following the date on which the Master Affordable Housing Covenant is recorded within the City's land records, the Phase 1 Project Owner or Recipient may request disbursements of the Loan funds for the purposes referenced in Section 3(C)(iii) above. As a condition precedent to each disbursement of loan proceeds for Soft Costs, the Phase 1 Project Owner or Recipient shall furnish 12 Page 284 of 423 or cause to be furnished to the City all of the following documents for each disbursement, in form and substance satisfactory to the City ("Disbursement Request"): (i) a Disbursement Certification in a form approved in advance by the City; and (ii) documentation evidencing expenditure of the Soft Costs to one or more independent contractors for work or services associated with the planning or design for construction of the Public Infrastructure or the For Rent Affordable Units within Phase 1 of the Project. Following receipt of a complete Disbursement Request, the City shall issue payment of Loan proceeds to the Phase 1 Project Owner or Recipient for the amounts documented within the Disbursement Request as having actually been paid to independent contractors. Payment shall be made within 30 days of the City's receipt of a complete Disbursement Request. (E) Execution of Loan Instruments This Loan is in the amount of the total disbursements made by the City to the Recipient, pursuant to Section 4(B), 4(C) and 4(D) preceding above. Disbursement shall be made up to the Loan maximum specified in Section 3(C), above. All disbursements shall be added to the principal of the Loan, and interest at the rate of this Loan shall accrue thereon from the date each disbursement is made. The City shall not disburse any loan proceeds to the Recipient unless and until the Recipient has executed and delivered to the City all documents or legal instruments deemed by the City to be necessary to effectuate the Loan and to secure the City's ability to enforce the requirements of this Loan Agreement. The following terms and conditions are material to the City's agreement to enter into this Loan Agreement and shall be requirements of this Agreement enforceable in accordance with this Loan Agreement as well as through any documents or legal instruments that effect and secure the Loan of public funds to the Recipient: i. Recipient will use commercially available best efforts to negotiate provisions in a subordination agreement with the senior lender for the development of Phase 1 that provide the City with the right to cure a default and exercise rights pursuant to a collateral assignment of Recipient's interest in Phase 1 under a Deed of Trust securing the Sponsor Loan, with wording acceptable to the City Manager and City Attorney. The income, rent and use restrictions required by this Agreement shall terminate upon a foreclosure of the Sponsor Loan, except: (i) twenty percent (20%) of the units within the Project may remain at sixty percent (60%) of area median income following such a foreclosure, and (ii) Virginia Housing may permit additional units at 60% AMI to survive such a foreclosure, provided that Virginia Housing determines, in its sole discretion, that the development will achieve a targeted debt service coverage rate (DCSR) of at least 1.25 while subject to such additional set-aside. The City Manager, after consultation with the City Attorney's Office, is the City official hereby designated as having authority as the agent of City Council to renegotiate income, rent and use restrictions required by this Agreement 13 Page 285 of 423 and the Master Affordable Housing Covenant, and to enter into a binding amendment of this Agreement, if such renegotiation or amendment is necessary to facilitate Recipient's receipt of financing from Virginia Housing, provided that (i) the renegotiated terms are no less than those Virginia Housing itself requires in its own Lending Policy and (ii) in accordance with Virginia Code §15.2-958, a minimum of twenty percent (20%) of the housing units within Phase 1 shall be Rental Affordable Units for a minimum of ten (10) years. ii. Deferred Payment Loan; Payment Date. This Loan shall be a deferred payment loan. The deferral period shall commence on the Commencement Date specified in subparagraph (iii), below, and shall expire at midnight on December 31 of the fortieth (40th) calendar year thereafter ("Deferral Period"). Interest shall accrue during the Deferral Period, in the amount specified in subparagraph (iv) following below. iii. Each Disbursement of funds made by the City to the Recipient shall constitute loan proceeds (individually and collectively, the "Loan") of the Loan that is the subject of this Agreement. The term of the Loan shall be forty (40) years, commencing on the date of the final disbursement of Loan proceeds by the City to the Recipient pursuant to this Agreement ("Commencement Date"). If the Project is completed and operated continuously in accordance with the requirements of this Agreement and the Master Affordable Housing Covenant throughout the entire Deferral Period (i.e., continuously from the Commencement Date through the expiration of the Deferral Period) then the Loan shall be forgiven. Recipient will grant to the City, as security for the Loan, an assignment of its subordinate interest in Phase l, which secures its Sponsor Loan to the Phase 1 Project Owner. The assignment shall be subordinate to loans from Virginia Housing or any federal agency. Interest shall accrue on outstanding amounts of the Loan, at the annual rate of three percent (3%), beginning on the Commencement Date specified in (iii), above. If the Project is completed and operated continuously in accordance with the requirements of this Agreement and the Master Affordable Housing Covenant throughout the entire Deferral Period referenced in paragraph (ii) preceding above (i.e., continuously from the Commencement Date through the expiration of the Deferral Period) then the accrued interest shall be forgiven. Payment. All Loan proceeds disbursed to the Recipient shall immediately become due and owing to the City in full, in each case following any applicable notice and cure period: a. on the date of any Uncured Event of Default on the Loan; 14 Page 286 of 423 b. upon the insolvency or dissolution of the Recipient; c. on the date of any foreclosure of Phase 1; or d. upon the sale or transfer of the Phase I property, or any portion(s) thereof, to any person other than a related entity, or other assignee, who has been approved by the City in advance. For purposes of this Agreement, the term "related entity" means any transferee that is controlled by the Recipient, the Landowner, or both. For so long as the City Loan proceeds are subsidizing Phase l, Recipient, on behalf of itself and its heirs, successors and assigns (collectively, "Owner") agree that, prior to the first refinancing of the senior lien debt, or prior to the next new tax credit financing (but subject to any senior lender approvals, in their sole discretion, if such new tax credit financing does not include a refinancing of the senior debt) it will propose an Affordability Analysis to the City for the City's review and approval. The Affordability Analysis will determine and detail if any qualified tenants have incomes permitted under the federal low income housing tax credit program that are in excess of one hundred thousand dollars ($100,000) and the Owner will agree either (a) to escrow such rents that exceed thirty percent (30%) of such tenants' income above $100,000 and to use such reserves when sufficient and with the approval of the City to target deeper income restrictions on future tenancies of the other restricted units by providing a rental subsidy to such tenants, or (b) to propose further income restriction to the other restricted units to the reasonable satisfaction of the City. vii. Default. If any Event of Default shall occur and is not cured within sixty (60) days from the date that written notice of such Event of Default is given by the City to the Recipient or such longer period as was reasonably necessary for cure, provided the Recipient requested an extension prior the expiration of the 60-day cure period and the City approved the request in writing ("Uncured Event of Default"), the Loan shall immediately become due and payable in full to the City. Each of the following shall constitute an Event of Default: a. Use of Loan funds for any purpose(s) other than those articulated within Section One of this Ordinance; b. Failure to comply with the terms and conditions of this Loan Agreement that apply to Phase l; c. Failure to comply with the requirements of the Master Affordable Housing Covenant, as it may be amended, or any phase-specific 15 Page 287 of 423 replacement covenant thereto; d. Failure to perform any of Recipient's obligations under this Loan Agreement with respect to construction of the Public Infrastructure or construction of units of housing within Phase l ; e. Failure to perform any of Recipient's obligations under the Master Affordable Housing Covenant, as it may be amended or any phase- specific replacement covenant thereto; A successful legal challenge initiated by the Landowner, PHA, NHT Communities or any Project Owner, asserting that the Master Affordable Housing Covenant or any amendment thereto is invalid or unenforceable, in whole or as applied to such person; g. Failure to perform as required by any document that secures this Loan and relates to Phase l ; h. Failure of Recipient to give the City notice of any anticipated sale of all or any portion of the Project to any person that is not controlled by the Recipient, the Landowner, or both and who will use it for any purpose other than that specified within Section 1 of this Agreement; viii. Remedies for Default. If Recipient fails to pay the Loan or fails to cure any Event of Default prior to the end of the 30-day notice period, the City may invoke foreclosure of this Loan Agreement or any other remedy allowed by the Loan Agreement, any document related to this Loan, or by the laws of the Commonwealth of Virginia. All of the City's rights and remedies are distinct and cumulative to any other rights and remedies under this Agreement, or otherwise at law, and may be exercised concurrently, independently, or successively. ix. No Waiver. No forbearance by the City in exercising any right or remedy hereunder, or otherwise afforded by Virginia law, shall constitute a waiver of, nor shall forbearance preclude the exercise of, any right or remedy. Section 5. General Terms and Conditions (A) Non-Appropriations Condition: The obligations of the City as to any funding beyond the end of Fiscal Year 2020 (June 30, 2020) are expressly made subject to the availability of and appropriation by the City Council of sufficient public funds to support continued performance of this agreement by the City in succeeding fiscal years, When public funds are not appropriated or are otherwise unavailable to support continuation of payment(s) by the City to Recipient in a subsequent fiscal year, the City's obligations hereunder shall automatically expire, without liability or penalty to the City. Within a reasonable time 16 Page 288 of 423 following City Council's adoption of a budget, the City shall provide the Recipient with written notice of any non-appropriation or unavailability of funds affecting this Loan agreement. (B) Assignments. The City reserves the right to approve in advance any assignment of this Agreement by the Recipient to any individual or entity, and the ownership and membership of any such entity must be disclosed to the City. Any change in the Recipient's organizational structure, and any change in the Recipient's status or Recipient's relationship to either the Landowner, the Project Owner or the Phase 1 Project Owner shall also be subject to approval by the Authority. Any such assignee shall be bound by all the terms and conditions of this Agreement. (C) Public Disclosure of Agreement Documents: The Recipient acknowledges and understands that this agreement, and all related public proceedings and records, shall be open to the inspection of any citizen or any interested person, firm or corporation, in accordance with the Virginia Freedom of Information Act (Va. Code §2.2-3700 et seq.) and the Virginia Public Procurement Act (Va. Code §2.2-4300 et seq.) to the extent that either of those laws applies. (D)No Waiver of Rights: No failure on the part of the City to enforce any of the terms or conditions set forth in this agreement shall be construed as or deemed to be a waiver of the right to enforce such terms or conditions. No waiver by the City of any default or failure to perform by the Recipient shall be construed as or deemed to be a waiver of any other and/or subsequent default or failure to perform. The acceptance oft-he performance of all or any part of this Agreement by the City, for or during any period(s) following a default or failure to perform by the Recipient, shall not be construed as or deemed to be a waiver by the City of any rights hereunder, including, without limitation, the City's right to terminate this Agreement. (E) Force Majeure. All dates in this Agreement shall be extended for a period of time equal to the period of any delay directly affecting such date which is caused by fire, earthquake or other acts of God, strike, lockout, acts of public enemy, riot, insurrection, pandemic (including COVID-19), disease, work shortages, acts beyond the control of the parties, declared state of emergency or public emergency, government mandated quarantine or travel ban, government shutdown or governmental regulation. All federal extensions permitted due to any pandemic (including COVID- 1 9), declared state of emergency or public emergency, government mandated quarantine or travel ban, or any other similar event, shall also apply to the dates in this Loan Agreement. 17 Page 289 of 423 (F) Severability: In the event that any term, provision, or condition of this Agreement, or the application thereof to any person or circumstance shall be held by a Court of competent jurisdiction to be invalid or unenforceable, the remainder of this Agreement, and the application of any term, provision or condition contained herein to any person or circumstance other than those to which it has been held invalid or unenforceable, shall not be affected thereby. (G) Governing Law: This Agreement shall be governed by the laws of the Commonwealth of Virginia, and, in the event of litigation, jurisdiction and venue shall be in the Circuit Court of the City of Charlottesville, Virginia, and all legal actions involving this Agreement shall be brought only in such court. All parties hereto agree that in the event of any action brought to enforce the terms and provisions hereof, the prevailing party shall be entitled to reimbursement of reasonable attorney's fees and court costs. All parties to this Agreement have standing to enforce any covenants, terms, provisions, and agreements set forth herein (H) Entire Agreement: This Agreement is the entire agreement between the parties hereto, sets forth all of promises, agreements, conditions, and understandings between the parties respecting the subject matter hereof and supersedes all prior and contemporaneous negotiations, conversations, discussions, correspondence, memoranda, and agreements between the parties concerning such subject matter. (I) Authorized City Signature: By its approval of this ordinance, the Charlottesville City Council authorizes the Charlottesville City Manager to execute this Agreement on its behalf. (J) Amendments, Except as otherwise specified within Section 5(D) of this Ordinance, the City Manager is hereby authorized to execute a Loan Agreement, or any amendment(s) thereof, that modify(ies) certain terms and conditions set forth within this Ordinance, without Council review and approval, but only if such modification(s) do not materially change: (i) the number of affordable dwelling units to be provided by Recipient, or the length of the Affordability Period, (ii) the requirement that Recipient provide a one-for-one replacement of all of the 150 for-rent, Section 8 subsidized dwelling units existing within Friendship Court as of the date of this Agreement (divided among all phases of the Project), (iii) the layout of land uses, or the general or approximate location of the public streets, as depicted in Illustration 1, above, within this Agreement, or (iv) the dollar amount(s) of the Loan, as set forth within Section 3(c) of this Agreement. Any amendments of the terms referenced in clauses (i)-(iv) preceding above within this paragraph must be approved by ordinance of City Council in the same manner as this Agreement. Upon executing a Loan Agreement, or any amendment thereof, that contains terms and conditions different than those set forth 18 Page 290 of 423 within this Ordinance, the City Manager shall notify City Council, in writing, of the nature of the modifications. (K)Notices, All notices required under this Agreement shall be given in writing, and shall be deemed to be received five (5) business days after being mailed by first class mail, postage prepaid, return receipt requested, or one (l) business day after being placed for next day delivery with a nationally recognized overnight courier service, or upon receipt when delivered by hand, addressed as follows: (i) if given to the City to the City Manager, with a copy to the City Attorney, each to: 605 East Main Street, Second Floor, City Hall (P.O. Box 91 1 Charlottesville, Virginia, 22902, or (ii) if given to the Recipient—to Piedmont Housing Alliance, Attention: Executive Director, 682 Berkmar Circle, Charlottesville, Virginia, 22901, with a copy to Erik T. Hoffman, Klein Hornig, LLP, 1325 G Street, N.W., Suite 770, Washington, DC, 20005 and a copy to the Project Lender at an address provided by the Recipient. Approved by Council November 2, 2020 Kyna Thomas, CMC Clerk of Council 19 Page 291 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL AGENDA Agenda Date: March 21, 2022 Action Required: (1) Ordinance (Rezoning and Critical Slope Waiver) (1st of 2 readings) (2) Ordinance (Infrastructure Funding) (1st of 2 readings) Presenter: Michael C. Rogers, City Manager (Sidewalk Project) Matt Alfele, AICP, City Planner (Rezoning/CS Waiver) Staff Contacts: Sam Sanders, Deputy City Manager; James Freas, NDS Director; Krisy Hammill, Sr. Budget and Mgmt. Analyst; Lisa Robertson, City Attorney Title: Stribling Avenue Planned Unit Development (Rezoning and Related Matters) Belmont Station, LLC (by Charlie Armstrong) has submitted an application seeking a rezoning of approximately twelve (12) acres of land, identified within City tax records as Tax Map and Parcel 18A025000 (“Subject Property”). The purpose of the rezoning is to subdivide and develop a 170-unit Planned Unit Development, in twenty (20) construction phases. The Subject Property has some frontage on Stribling Avenue, as shown following below: The Planning Commission reviewed the rezoning application that is now before City Council and it recommended that City Council approve the rezoning only if a sidewalk for pedestrians will be constructed along Stribling Avenue. (The planning commission also expressed concern about tree removal associated with the development; however, a significant amount of tree removal will also be associated with any sidewalk project). Page 292 of 423 City Manager Office Recommendations For the reasons set forth within this Agenda Memo, the City Manager’s Office recommends that Council take the following action(s): (1) Approve the Rezoning, and (2) Decline the Infrastructure Funding Agreement for a Stribling Sidewalk Project, BUT proceed with a Capital Improvements Project for a Stribling Sidewalk, using revenues reallocated from projects recently removed from the CIP. __________________________ City Manager Recommendation (1): City Council should approve the rezoning and critical slope waiver, consistent with the Planning Commission’s recommendation The NDS Staff Report for the rezoning is Attachment 3 to this Agenda Memo (including the Final Proffer Statement and the proposed PUD Development Plan). City Manager Recommendation (2): City Council should decline the proposed Infrastructure Funding Agreement, BUT Council should proceed with establishing a capital project (“Stribling Sidewalk Project”, funded by Capital Fund revenues recently made available as a result of abandoned projects. a. The Stribling Sidewalk Project is advisable, to enhance pedestrian safety The City should upgrade this existing public street, and add sidewalk improvements to Stribling Avenue. Existing conditions are already challenging for pedestrians/ residents along this existing City street. Topography and natural systems are dramatic: Moore’s Creek and its tributaries interlace with a rolling topography. This existing topography may explain why no sidewalk construction was included when Stribling Avenue was originally improved. Further, there exists a floodplain where Stribling Road travels up to Fontaine Avenue; drainage challenges may further explain the lack of sidewalk improvements along this existing public street. b. The Funding Agreement is not in the City’s best fiscal interests. A copy of the voluntary Funding Agreement is attached to this Agenda Memo. The Funding Agreement proposes an advance of $2.9 million by Belmont Station LLC to the City for Stribling sidewalk construction, repayable in future years (with interest) from the new real estate tax revenues generated by the PUD development. It has been estimated that the cost of establishing sidewalk along Stribling Avenue would be at least $2.9 million. This ballpark estimate is based upon information shared by Belmont Station, LLC, and the City Engineer’s familiarity with this general area. Future repayments by the City would be classified as “debt service”. The City Manager does not recommend approval of the Funding Agreement, because: 1. The City would be double-committing the new real estate tax revenues to be received from the development. The premise of this arrangement is that the tax revenues realized by the City from the new construction, sale and occupancy of each new housing unit can be used to cover the debt service. One hundred percent (100%) of new real estate revenues received by the City would be earmarked for repayment of the debt to Belmont Station, LLC during the repayment period (which can be up to a total of 15 years). The discussions of this Page 293 of 423 proposed Funding Agreement assume that the real estate tax revenues realized from the development will exceed the City’s costs of school and governmental services required by the new units. To date, discussion of the proposed Funding Agreement has not taken into account the City’s longstanding practice of committing the first forty percent (40%) of all new real estate tax revenues every year for the School’s operational budget. If City Council approves this Funding Agreement, then for each year that a repayment is owed to Belmont Station LLC (a period of up to 15 years), the City would need to come up with additional revenues if it desires to continue the school funding formula. Furthermore, the incremental costs of various government services associated with new units in the development also would not be covered by the newly-generated real estate tax revenues during the repayment period. Those services, and any cost overruns for the Sidewalk Project itself, would need to be covered by general fund revenues other than the new real estate taxes generated by the PUD development. Staff strongly recommends that the City is much better off, in the long run, finding money in the current CIP and reprogramming it for a sidewalk project to be added to the City’s FY2024-2029 CIP (as a funded project).1 Example (see Exhibit C of the Funding Agreement). Assume that the first building permit is issued in 2026. In Tax Year 2027, if one (1) unit has been constructed and assessed at $275,000, and the other 169 lots are assessed at $65,000 each, Belmont Station estimates that the City would realize new real estate tax revenue in the amount of $97,074. The City would be required to pay Belmont Station, LLC a payment of $97,074, beginning in in September 2027 (100% of the new real estate revenues). However, for many years the City Council has also promised the City Schools that they will receive 40% of all new real estate tax revenues every year (40% x $97,074 = $38,830); therefore, for the fiscal year ending June 30, 2028, the City will need to add other revenues if it wishes to cover the funding formula for the Schools and other services referenced in Paragraph 1, above. 2. The timing for completion of the City’s contractual obligation to construct the sidewalk is unclear. The proposed funding agreement states that the City will be expected to “coordinate construction of the Sidewalk Improvements with the infrastructure construction schedule for the PUD Project”. The agreement does not incorporate a specific infrastructure construction schedule for the PUD, and does not tie completion of the Sidewalk Project to the completion of construction of any particular number or percentage of new home construction. The timing of the City’s obligation to complete the proposed sidewalk construction, relative to the 20 stages of development proposed for the PUD, is unclear. It is difficult for Staff to identify at this time the specific dollar amounts due to be repaid to Belmont Station, LLC in any given year over the 15-year repayment period. 3. The number of debt service payments, and the amount of specific payments, cannot be determined with enough specificity at this time. The City’s repayment obligation would begin on September 30 of the first Tax Year following the date of the City’s issuance of the first building permit for a residential dwelling within the PUD Project. Thereafter, the City’s Fiscal 1 Even if the proposed Funding Agreement is approved by City Council, the Stribling Sidewalk Project needs to be added to the City’s “funded projects” list for the CIP. A Capital Improvements Plan must include “estimates of cost of the facilities and life cycle costs”, as well as the “means of financing”, of each capital project to be undertaken in the ensuing fiscal year and the next four years after that. Va. Code §15.2-2239. Life-cycle costs of a sidewalk in this area have not yet been estimated, but the means of financing is known: (i.e., either (i) reprogramming of revenues from abandoned CIP projects, such as West Main Street), or (ii) funds advanced via the Funding Agreement offered by Belmont Station, LLC, or Page 294 of 423 Year Budget for each year in which repayments are due would need to include debt service repayments due to the developer in each year. Alignment with Council Vision Areas and Strategic Plan: The proposed PUD itself, as represented within the Application Materials and Proffered Development Conditions, is consistent with the City’s vision to provide housing that includes a mixture of incomes and housing types. Community Engagement: community engagement has occurred via the public hearing process on the rezoning application. Attachments (3): • ACTION ITEM 1: Proposed Ordinance Approving the Stribling Planned Unit Rezoning Suggested motion: “ I move the Ordinance amending and re-enacting the Zoning Map for the City of Charlottesville, Virginia, to reclassify property from R-1S and R-2 to Planned Unit Development for the “240 Stribling PUD”, and granting a critical slope waiver for the 240 Stribling PUD • ACTION ITEM 2: Proposed Ordinance for an Infrastructure Funding Agreement Suggested motions: Deny: “I move to decline the Infrastructure Funding Agreement with Belmont Station, LLC, upon the condition that a Stribling Sidewalk Project shall be added to the City’s CIP for FY2024 through FY2029, to be funded by money currently available within the Capital Projects Fund.” Approve: “I move the Ordinance approving a voluntary infrastructure funding agreement in the amount of $2.9 million, upon terms offered by Belmont Station, LLC for construction of sidewalk along Stribling Avenue” • NDS Staff Report for the Rezoning and Critical Slope Waiver Page 295 of 423 ACTION ITEM 1: REZONING ORDINANCE (INCLUDING CRITICAL SLOPE WAIVER) Recommended motion: “I move the Ordinance….[read the remainder of the ordinance title, following below] ORDINANCE Amending and Re-enacting the Zoning Map for the City of Charlottesville, Virginia, to reclassify property from R-1S and R-2 to Planned Unit Development for the “240 Stribling PUD”, and granting a critical slope waiver for the 240 Stribling PUD WHEREAS, Belmont Station, LLC (“Landowner”) submitted rezoning application ZM20-00002 (“Application”) seeking a change in the zoning district classification for approximately twelve (12) acres of land identified by City Real Estate Tax Parcel Identification No. 18A025000 (“Subject Property”), from R-1S (Residential Small Lot) and R-2 (Residential Two-Family) to Planned Unit Development (“240 Stribling PUD”), with such rezoning made subject to certain development conditions proffered by the Landowner(“Proffers”); and WHEREAS, the purpose of the rezoning application is to allow a specific development project (“Project”) identified within a written PUD Development Plan, dated June 11, 2021, as revised through March 21, 2022, and the Statement of Final Proffer Conditions signed by the Landowner on November 11, 2021 for the “240 Stribling PUD”. The PUD Development Plan identifies the general or approximate location of the following housing types to be constructed: 20 rows of townhouses, two multifamily dwelling units, and two single-family attached dwellings. The PUD Development Plan also depicts two central greens, protection of a wooded area between the development and Moore’s Creek, a shared use path constructed to City Standard Detail TR-1, a public street connection to Morgan Court, and six (6) private streets intended for rear loading of the townhouses within the development. Structured parking will be provided within the multifamily dwelling units, and sidewalks will be constructed on both sides of all new public streets within the development, and along one side of each private street within the development. The development of the Subject Property will further be subject to the conditions of a critical slope waiver approved by City Council, as requested in Application P20-0079. (Collectively, all of the foregoing materials describe the specific “Project”); and WHEREAS, a joint public hearing on the proposed rezoning of the Subject Property was held before the Planning Commission and City Council on September 14, 2021, after notice to the public and to adjacent property owners as required by law; and WHEREAS, on November 9, 2021, following the joint public hearing, the Planning Commission voted to recommend that City Council should approve the proposed rezoning for the Project, subject to certain qualifications; and WHEREAS, City Council has considered: the details of the specific Project, as represented within the Landowner’s various application materials, the Staff Reports relating to the application materials, the comments received from the public, and the Planning Commission’s recommendation; and WHEREAS, this Council finds and determines that the public necessity, convenience, general welfare and good zoning practice require the proposed rezoning; that both the existing zoning classification (R-1S) and the proposed PUD zoning classification (subject to the proffered development conditions) are reasonable; and that the proposed rezoning is consistent with the Comprehensive Plan; now, therefore, BE IT ORDAINED by the Council of the City of Charlottesville, Virginia that, in order to allow the development of the Project described above within this Ordinance, the Zoning Map incorporated in Section 34-1 of the Zoning Ordinance of the Code of the City of Charlottesville, 1990, as amended, shall be and hereby is amended and reenacted as follows: Page 296 of 423 Section 34-1.Zoning District Map. Rezoning from R-1S and R-2 to 240 Stribling PUD, all of that certain land identified within the City of Charlottesville’s real estate tax tax records by Real Estate Parcel Identification Number 18A025000, consisting of approximately 12.07 acres (approx. 525,769 square feet), subject to the PUD Development Plan dated June 11, 2021, as revised through 3/21/2022, and also subject to the Proffers dated November 11, 2021, which were tendered by the Landowner in accordance with law and are hereby accepted by this City Council as set out below within this Ordinance. Approved Proffers The use and development of the Subject Property shall be subject to the following development conditions voluntarily proffered by the Landowner, which conditions shall apply in addition to the regulations otherwise provided within the City’s zoning ordinance: 1. The Owner shall establish affordable housing within the Property, as follows: a. For the purposes of this Proffer, the term “Affordable Dwelling Unit” means a dwelling unit reserved for occupancy by a household that pays no more than thirty percent (30%) of its gross income for housing costs, including utilities, provided that the annual gross income of the household/occupant is sixty percent (60%) or less of the Area Median Income (AMI) for the City of Charlottesville, as said AMI is established annually by the federal Department of Housing and Urban Development (HUD). b. Fifteen percent (15%) of all dwelling units constructed within the area of the Subject Property shall be Affordable Dwelling Units. (“Required Affordable Dwelling Units”) The Required Affordable Dwelling Units shall be identified on a layout plan, by unit, prior to the issuance of any certificate of occupancy for a residential unit within the PUD (“Initial Designation”). The Owner reserves the right, from time to time after the Initial Designation, and subject to approval by the City, to change the unit(s) reserved as Affordable Dwelling Units, and the City’s approval shall not unreasonably be withheld so long as a proposed change does not reduce the number of Required Affordable Dwelling Units and does not result in an Affordability Period shorter than required by these proffers with respect to any of the Required Affordable Dwelling Units. i. Thirty percent (30%) or more of the Required Affordable Dwelling Units shall be reserved for rental to low- and moderate-income households (“Rental Affordable Dwelling Units”) . Each of the Rental Affordable Dwelling Units shall be reserved as such throughout a period of at least ten (10) years from the date on which the unit receives a certificate of occupancy from the City’s building official (“Rental Affordability Period”). All Rental Affordable Dwelling Units shall be administered in accordance with City regulations adopted pursuant to the provisions of City Code 34-12(g) as such regulations are in effect on the date of Owner’s signature, below. For the purposes of this section and section 1.b.ii., below, if City regulations adopted pursuant to the provisions of City Code 34-12(g) are amended by the City after the date of Owner’s signature, below, the Owner may elect in writing to the Zoning Administrator to instead be bound by the amended regulations. ii. Thirty percent (30%) or more of the Required Affordable Dwelling Units shall be reserved for ownership by low- and moderate-income households (“For- Sale Affordable Dwelling Units”), throughout a period of thirty (30) years from the date on which the unit receives a certificate of occupancy from the City’s building official. The For-Sale Affordable Units shall be administered in accordance with City regulations adopted pursuant to the provisions of City Page 297 of 423 Code 34-12(g), as such regulations are in effect on the date of Owner’s signature, below. During construction the For-Sale Affordable Dwelling Units shall be constructed incrementally, such that at least five (5) Affordable Dwelling Units shall be either completed or under construction pursuant to a City-issued building permit, prior to the issuance of every 30th building permit for non-affordable for-sale dwelling units. c. The land use obligations referenced in 1.b.i, 1.b.ii, and 1.b.iii shall be set forth within one or more written declarations of covenants recorded within the land records of the Charlottesville Circuit Court, in a form approved by the Office of the City Attorney, so that the Owner’s successors in right, title and interest to the Property shall have notice of the obligations. In the event of re-sale of any of the Required Affordable Rental Units that reduces the number of Required Affordable Dwelling Units below the threshholds set forth in this proffer, the declaration of covenants shall provide a mechanism to ensure that an equivalent Affordable Dwelling Unit is created within the City of Charlottesville, either on or off of the Subject Property, that satisfies the requirements contained herein for the remainder of the Affordability Period. Critical Slope Waiver BE IT FURTHER ORDAINED by the Council of the City of Charlottesville, THAT a waiver of the critical slopes requirements for the Subject Property, to allow for construction of the specific 240 Stribling PUD Project that is the subject of this Ordinance, is hereby granted subject to the following conditions (each, a “CS Waiver” condition): CS Waiver condition #1: site Plans (VESCP Plans) shall include, at a minimum, 4 stages/phases of erosion and sediment control measures: the first shall be “Initial/Preliminary Controls” and outfall construction, and the second shall include the establishment of sediment traps and conveyances. The sequence shall dictate that no disturbance of the slopes can occur, other than to facilitate trap/conveyance construction, until after the establishment of the trap, conveyances and permanent outfall (until Stage/Phase III) CS Waiver condition #2: “Super Silt Fence” (chain linked backing) shall be installed where perimeter silt fence is specified. CS Waiver condition #3: Any disturbance occurring outside of conveyances to the trap, in either sequence or space, planned or unforeseen, shall be immediately stabilized with sod (for pervious areas, utilities should have other “same day stabilization. CS Waiver condition #4: The proposed trail shall be a non-erodible surface (asphalt/concrete or similar) and provisions shall be made in the stormwater management plan to ensure runoff from the trail is conveyed in a non-erosive manner, and concentrated flows shall not be discharged above slopes, or flow along the toe of slopes, on or offsite the property. CS Waiver condition #5: Trees removed from areas of critical slope(s) shall be replaced within those areas, at a three-to-one ratio (“Habitat Replacement Trees”). The Habitat Replacement Trees shall be locally native tree species appropriate for the site conditions. The specific number and species of Habitat Replacement Trees will be determined by the applicant and the City based on available space and site conditions, and the size, location and species of all Habitat Replacement Trees shall be specified within the landscaping plan required by Sections §§34-861 et seq. of the Charlottesville City Code, as amended. CS Waiver condition #6: No tree(s) planted in any area(s) that contain buildings, parking lots, sidewalks, or other built improvements shall be counted as any Habitat Replacement Tree(s). Page 298 of 423 ACTION ITEM 2: ORDINANCE FOR INFRASTRUCTURE FUNDING AGREEMENT Suggested motion for denial: “I move to decline the Infrastructure Funding Agreement with Belmont Station, LLC, upon the condition that a Stribling Sidewalk Project shall be added to the City’s CIP for FY2024 through FY2029, to be funded by money currently available within the Capital Projects Fund.” Suggested Motion for an approval: “I move the ORDINANCE…[read the remainder of the title of the ordinance, below] ORDINANCE APPROVING A VOLUNTARY INFRASTRUCTURE FUNDING AGREEMENT IN THE AMOUNT OF $2.9 MILLION UPON TERMS OFFERED BY BELMONT STATION, LLC FOR CONSTRUCTION OF SIDEWALK ALONG STRIBLING AVENUE BE IT ORDAINED by the Council of the City of Charlottesville, Virginia, that the following voluntary funding agreement offered to the City by Belmont Station, LLC, is hereby approved for a capital project to be undertaken by the City to construct public sidewalks on Stribling Avenue, and the Mayor is authorized to execute said agreement on behalf of the City: THIS AGREEMENT is made this ___ day of _______________, 2022, by and among the City of Charlottesville, Virginia (the “City”), a municipal corporation and political subdivision of the Commonwealth of Virginia, and, Belmont Station, LLC, a Virginia limited liability company (the “Developer”). Recitals R-1. The Developer’s purpose and intent is to invest a significant amount of money into real estate and improvements, described as: All that certain tract or parcel of land situated in the City of Charlottesville, Virginia (the “City”) on the south side of Stribling Avenue, containing 11.053 acres, more or less, according to the City land records, and currently shown as City Tax Map Parcel 18A025000, and as further (the “Investment”) described and depicted on Exhibit A hereto (the “Property”), where Developer intends to design and develop a Planned Unit Development containing approximately 170 newly-constructed residential dwellings (the “PUD Project”), which will promote the safety, health, welfare, convenience or prosperity of the inhabitants of the City by promoting appropriate housing density and affordability within an area of the City, enhance the tax base in the City, create more housing opportunities, and promote other economic development in the City. The Developer’s Investment and the amounts and other requirements included in such Investment are set forth in part as Exhibit B. R-2. The City has a documented need for pedestrian sidewalk improvements and related stormwater and utility infrastructure along Stribling Avenue in the City of Charlottesville, as noted in the City’s “Complete Sidewalks Projects List”, page 209 of the Charlottesville Bicycle & Pedestrian Master Plan Update 2015, as well as in the “Proposed Fiscal Year (YR) 2022 Capital Improvement Program (CIP) Revenue and Expenditure Description Summary”, page 8, and, the “Capital Improvement Program Final Request Form, 5-Year Program Span: Fiscal Year 20-24, Project Title: Stribling Sidewalk + Drainage Improvements” (“Sidewalk Improvements”). The Sidewalk Improvements will be made on both sides of Stribling Avenue from the intersection with JPA and ending in proximity to the City limits. Page 299 of 423 R-3. The Sidewalk Improvements are separate from the Developer’s Property; however, Developer acknowledges and agrees that, although a need for the Sidewalk Improvements already exists, the PUD Development will increase use of Stribling Avenue by both vehicular and pedestrian traffic, and the Developer desires to make a financial contribution that will facilitate the City’s commencement of the Sidewalk Improvements on an expedited basis. R-4. The Developer has offered to enter into a funding agreement with the City, to provide certain monies to the City through cash escrow or letter of credit, which may be utilized by the City under the terms and conditions set forth within this Agreement to construct the Sidewalk Improvements. WHEREAS, the Developer and the City desire to set forth their understanding and agreement as to these matters in this Agreement. NOW, THEREFORE, for and in consideration of the premises, the mutual benefits, promises and undertakings of the parties to this Agreement, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto hereby covenant and agree as follows: 1. The recitals are incorporated as part of this Agreement. 2. The Developer: a. Shall make and maintain the Investment described on Exhibits A and B; b. Shall have $2,900,000 in Cash Escrow, or Letter of Credit (“Funding”) in place and available to the City: (i) prior to the date on which the City issues a land disturbing permit for the PUD Project, or (ii) by December 31, 2026, whichever first occurs. The Funding shall be made available for the City to draw upon to pay for the Sidewalk Improvements. In the event that the City’s final budget for the Sidewalk Improvements, based on bid(s) received, is less than $2,900,000 then the Funding under this Agreement shall be amended and reduced to the actual budgeted amount based on the accepted bid(s); c. At the request of the City, the Developer shall request that its contractor for the PUD provide a bid to the City for the construction of the Sidewalk Improvements, to assist the City’s efforts to achieve any efficiencies that may be possible if the Sidewalk Improvement can be worked on contemporaneously with the contractor’s construction of sidewalks within the PUD Project. The Developer shall give the City at least 60 days advance written notice of the date on which the Developer’s contractor will commence construction streets and sidewalks within the PUD Project; d. Shall provide the City with the engineering and surveying work that the Developer has caused to be completed to date, and the City agrees to reimburse the Developer for the cost of that work; e. Shall make its commercially reasonable efforts to obtain approvals of the Final Site Plan for the PUD from the City, and commence land disturbing activities, no later than December 31, 2026 (“Commencement Date”), which may be extended due to force majeure or other administrative reasons approved by the City; Page 300 of 423 f. Shall make its commercially reasonable efforts to complete construction and equipping of the PUD Project, in accordance with the Site Plan for the PUD approved by the City, no later than December 31, 2036 (“Completion Date”), which may be extended due to force majeure or other administrative reasons approved by the City. g. Shall comply with all applicable federal, state and local laws and secure all plans, approvals, bonds and permits as may be necessary or appropriate for the construction and completion of the PUD Project and the occupancy thereof. 3. The City: a. Shall be responsible for its own final plans to be used for the City’s construction of the Sidewalk Improvements, and complete right-of-way acquisition, on or before the Commencement Date; b. Shall use its best efforts to coordinate construction of the Sidewalk Improvements with the infrastructure construction schedule for the PUD Project, if that is possible with the same contractor(s) and if it will achieve any economies; c. Shall prepare periodic drawdown requests from the Funding to pay for Sidewalk Improvements pursuant to the City’s contract with the contractor(s) for the Sidewalk Improvements. The City, or other designee, and the Developer shall complete all paperwork necessary to complete draw requests. 4. The City, subject to the availability of public funds and the annual appropriation of such funds by the Council, and subject further to the Developer’s fulfillment of all of its obligations under this Agreement, shall reimburse the Funding to the Developer, as described herein. Reimbursement of the Funding shall be paid in annual installments, beginning on September 30 of the first Tax Year following the date of the City’s issuance of the first building permit for a residential dwelling within the PUD Project (“Initial Reimbursement Installment”) and continuing annually thereafter, on or before September 30th of each successive Tax Year, but ending on the later of: December 31, 2036, or 15 years after the issuance of the first building permit, in either case regardless of whether the Funding has been full reimbursed to Developer. a. Each annual reimbursement payment shall be equal to (and shall not exceed) one hundred percent (100%) of the total of the annual real property taxes actually received by the City attributable to the incremental increase in the assessed value of the Property (“Incremental Increased Value”) over the value of the Property on the City’s Land Book for Tax Year 2021 ($1,041,700) (the “Base Value”). An example of the calculation of the annual Funding reimbursement payment required by Paragraph 4, above, is attached as Exhibit C to this Agreement. b. For the purpose of this Agreement, (i) the Incremental Increased Value shall be the assessed value of the Property, inclusive of all lots resulting from any subdivision(s) thereof, as set forth within the City’s Land Book for each Tax Year subsequent to 2021, without regard to the ownership of the Property, and (ii) the Land Book is the official record of real estate assessments for a given Tax Year, as referenced in City Code Section 30-66. Page 301 of 423 c. Notwithstanding the foregoing, no reimbursement payment shall be due or owing by the City to the Developer within any Tax Year in which the value of the Property on the City’s Land Book does not exceed the Base Value. d. To the extent that the assessed value of the Property is decreased for any reason during the term of this Agreement, the amount of Funding shall be reduced by the tax decrease based on the decrease in Incremental Increased Value. 5. The City shall pay interest to the Developer on the Funding utilized by it to pay for construction of the Sidewalk Improvements, at an adjustable rate equal to 1.5% or the “true” interest cost (as defined by City Council resolution titled “$18,000,000 Million [sic] Bond Issue” dated May 3, 2021) of Charlottesville’s most recent General Obligation Bond issuance, whichever is higher. Interest shall begin on the Commencement Date and continue until the earlier of: (i) the entire amount of interest and Funding utilized by the City for the Sidewalk Improvements has been reimbursed to the Developer, or (ii) the latest date established in Paragraph 4, being December 31, 2036 or 15 years after the issuance of the first building permit. 6. Developer acknowledges and understands that the City is not empowered under Virginia law to make any binding contractual obligation committing payment of City funds beyond the current fiscal year of the City. However, so long as public funding is available to support the City’s performance of this Agreement in subsequent fiscal years, it is the current intention of the Charlottesville City Council to make sufficient annual appropriations to fund the reimbursement obligations of the City hereunder. To that end, the Council has directed the City Manager or other officer charged with the responsibility of preparing the City’s budget to include in the City Manager’s proposed budget for each fiscal year subsequent to the date of this Agreement a request that the Council appropriate the amounts due under this Agreement during such fiscal year. If at any time the City or the Developer determines that the amount appropriated in any fiscal year budget is insufficient to support the City’s performance under this Agreement, then, if sufficient public funding is available, then the City Manager shall submit to the Council at the next scheduled meeting of the Council or as promptly as practicable, a request for a supplemental appropriation sufficient to cover the deficit. 7. This Agreement shall not create any joint venture, any agency, or any employer- employee relationship between the parties hereto. 8. The City reserves the right to approve in advance any assignment of this Agreement by the Developer to any individual or entity while any of the Developer’s obligations under this Agreement are outstanding. The ownership interests of such entity must be disclosed to the City. The consent to any such assignment shall not be unreasonably withheld. After the completion of the Developer’s obligations under Section 2 of this Agreement, the repayment of the Funding obligations may be sold, assigned, or transferred by the Developer, with the approval of all parties, which consent shall not be unreasonably withheld. All parties to any assignment, sale or transfer under this Section 8. shall be bound by all the terms and conditions of this Agreement. 9. The City may terminate this Agreement at any time if funds have not been drawn from the Developer’s Cash Escrow or Letter of Credit. The City may terminate this Agreement after funds have drawn, by repaying all outstanding Funding amounts plus appliable interest. There is no prepayment penalty if the City chooses to repay Funding in full sooner than otherwise called for under the Agreement. The City will provide written notice to the Developer of its decision to terminate the Agreement pursuant to this section, or if repayment funds sent from the Page 302 of 423 City to the Developer are intended as the prepayment in full of all outstanding amounts, along with the corresponding notice of Agreement termination. 10. This Agreement shall not be interpreted to establish any pledge, security interest, lien, or other encumbrance on property of the City or the Developer. 11. This Agreement shall be governed in all aspects by the laws of the Commonwealth of Virginia, without reference to conflict of laws provisions. In the event of litigation, jurisdiction and exclusive venue shall be in the Circuit Court of the City of Charlottesville, Virginia, and all legal actions involving this Agreement shall be brought only in such court. Each of the parties to this Agreement have standing to enforce the terms, conditions and obligations set forth herein. 12. This Agreement sets forth the entire agreement between the parties hereto. There are no promises, agreements, conditions, or understandings between the parties respecting the subject matter hereof, other than those expressly set forth herein, and the provisions of this Agreement supersede all prior and contemporaneous negotiations, conversations, discussions, correspondence, memoranda, and agreements between the parties concerning the subject matter of this Agreement. 13. This Agreement may be modified by mutual agreement of the parties. The City Manager is designated as the City’s agent to approve and execute amendments to this Agreement involving procedural or administrative matters. By way of example and not limitation, such procedural or administrative changes can include: date changes relating to any force majeure, changes in the scope of work necessary for the Sidewalk Improvements, or, approvals required by Section 8 of this Agreement. 14. Notices and communications relating to this Agreement shall be given in writing, and shall be deemed to be received by a party hereto (i) five (5) business days after being mailed by U.S. mail, first class, postage prepaid, return receipt requested, or (ii) one (1) business day after being placed for next day delivery with a nationally recognized overnight courier service, or (iii) upon being delivered by hand to a party, addressed as follows: if to the City, to: The City of Charlottesville, Virginia Attention: City Manager 605 East Main Street, City Hall, Second Floor (P.O. Box 911) Charlottesville, VA 22092 if to the Developer, to: Belmont Station, LLC 142 South Pantops Drive Charlottesville, VA 22911 ATTN: Frank T. Ballif, Manager with a copy to: Lois A. Haverstrom, General Counsel 142 South Pantops Drive Charlottesville, VA 22911 Page 303 of 423 15. This Agreement may be executed, via facsimile or email and, in one or more counterparts, each of which shall be an original, and all of which together shall be one and the same instrument. This Agreement shall be binding upon and inure to the benefit of the parties hereto. If any provision of this Agreement is determined to be unenforceable, then the remaining provisions of this Agreement shall be interpreted as in effect as if such unenforceable provisions were not included therein. Each of the parties to this Agreement represents that it is fully authorized to enter into this Agreement, and that it will be bound by this Agreement in accordance with its terms. IN WITNESS WHEREOF, the parties hereto have executed this Agreement to be effective as of the date first written above. CITY OF CHARLOTTESVILLE, VIRGINIA By:_________________________________ Title: _______________________________ Date of Execution: ____________________ DEVELOPER BELMONT STATION, LLC on its behalf and as Manager of Belmont Station LLC By:_______________________________ Frank T. Ballif, as Manager Date of Execution: __________________ Page 304 of 423 EXHIBIT A TO VOLUNTARY INFRASTRUCTURE FUNDING AGREEMENT (Description of Property) All that certain tract or parcel of land situated in the City of Charlottesville, Virginia (the “City”) on the south side of Stribling Avenue, containing 11.053 acres, more or less, according to the City land records, and currently shown as City Tax Map Parcel 18A025000, and as further described within the Proposed Planned Unit Development (the “Investment”) described and depicted on Exhibit A below (the “Property”) Property to be developed into a 170+/- Unit PUD Page 305 of 423 EXHIBIT B TO VOLUNTARY INFRASTRUCTURE FUNDING AGREEMENT Investment This Agreement only relates to the $2,000,000 Cash Escrow or Letter of Credit posted by the Developer in favor of the City, and the reimbursement of amount(s) drawn by the City from of that Cash Escrow or Letter of Credit. Developer plans to construct 170+/- residential dwelling units within the PUD Project, with an estimated completed value after home construction averaging $275,000, more or less. EXHIBIT C VOLUNTARY INFRASTRUCTURE FUNDING AGREEMENT Funding Calculation of Incremental Increased Value (Examples based on Estimated Assumptions below) Sample Calculations are for Illustration Purposes Only: The Dates, Assessed Values, and Real Estate Tax Rates are not actual and are for Illustration Purposes Only. Calculations assume that the City has drawn funds that are to be repaid by real estate taxes received by the City and generated directly from the Developer’s PUD after the issuance of the first Building Permit. Example 1 - Issuance of First Building Permit Estimated Annual Tax 1 Unit Averaging $275,000 upon Prior to Project (Based Increment Repayment w/ completion and 169 lots at 2021 AV) Issuance of First Building $65,000 each Permit Assessed Value of Real Estate $11,260,000 $1,041,700 Real Estate Tax $106,970 - ($9,896)* = $97,074 Collected Example 2 - Complete Project Build Out Estimated After Project Completion Estimated Annual Tax Prior to Project (Base Increment Repayment 2021 AV) 170 Units Averaging $275,000 at the end of the Project upon completion Assessed Value of Real Estate $46,750,000 $1,041,700 Real Estate Tax $444,125. - ($9,896)* = $434,229 Collected *Based on real estate tax rate $0.95 per $100. Page 306 of 423 CITY OF CHARLOTTESVILLE, VIRGINIA CITY COUNCIL REZONING STAFF REPORT Agenda Date: March 21, 2022 Presenter and Matt Alfele, AICP, City Planner Staff Contact: Title: 240 Stribling PUD – ZM20-00002 & P20-0079 Summary of The Proposed Planned Unit Development: Southern Development on behalf of the landowner, Belmont Station, LLC, has submitted an application seeking a rezoning of approximately twelve (12) acres of land, identified within City tax records as Tax Map and Parcel 18A025000 (“Subject Property”). The Subject Property has frontage on Stribling Avenue. The application proposes to change the zoning district classifications of the Subject Property from R-1S (Residential Small Lot) / R-2 (Residential Two-Family) to PUD (Planned Unit Development) subject to certain proffered development conditions (“Proffers”) and development plan. The rezoning would allow a PUD referred to as “240 Stribling PUD” containing no more than one-hundred and seventy (170) residential units divided between single-family attached, townhomes, and multifamily buildings at a density of fifteen (15) dwelling units per acre (DUA), with open space in the amount of 4.76 acres, and the following unique characteristics/ amenities per the development plan: approximately two (2) single-family attached style units, approximately sixty-nine (69) townhome style units, three (3) multifamily buildings, central green space, nature trail, four (4) new City standard public roads, pedestrian and vehicular access to Morgan Court, and six (6) new private roads built to City private road standards. The proposed development is intended to be completed in approximately twenty (20) phases. In order for the Landowners to implement the PUD Plan, they will need to disturb areas within Critical Slopes; this application also presents a request for a Critical Slopes Waiver (P20-0079) per City Code Sec. 34-516(c). The Comprehensive Land Use Map for this area calls for Low Density Residential (15 DUA or less). See Attachment A for proffered conditions. Discussion: The Planning Commission held a virtual joint Public Hearing with City Council on September 14, 2021 on this matter. The Director of Economic Development (Mr. Chris Engle) gave an update on a proposed draft agreement between the City and the applicant to fund installation of sidewalks along Stribling Avenue. The City’s Engineer (Mr. Jack Dawson) provided insight into issues with calculating funding needed to provide improvements (such as sidewalks) to Stribling Avenue given limited project information. Increased density and the safety of Stribling Avenue were the Page 307 of 423 main discussion points. The Commission liked the innovation of the design, the affordable units, and the proposed density of the development, but did not believe the development should happen unless Stribling Avenue was improved, and sidewalks provided. The Commission was also concerned with the number of trees along Stribling that would be removed. Due to the apprehension from Planning Commission as it related to the condition of Stribling Avenue, the applicant requested and was granted a deferral. The applicant made the following adjustments to the development and Planning Commission continued their discussion on November 9, 2021. Critical Slope Waiver Application P20-0079 No Changes Rezoning Application ZM20-00002 The applicant made the following two (2) changes to the PUD Development Plan: Update the setback requirements on page 4: The original plan stated: Minimum Building setbacks: Front: 0’ Side: 0’ Rear: 0’ Adjacent to outside properties: 5’ The new setbacks are: Front: 0’ Side: 0’ Rear: 0’ Adjacent to outside properties: 5’ Maximum front setback: 10’ (Stribling Ave, Frontage Excluded) Updates to Phasing and Open Space Requirements on page 5: No information provided in the original plan New information on page 5: A minimum of 1.00 acre of Open Space shall be dedicated in Phase 1. At least 20% total Open Space area shall be provided with each phase thereafter. During the November 9, 2021 meeting, Planning Commission focused on duration of construction, conditions on the Critical Slopes, and funding of the sidewalk improvements to Stribling Avenue. Alignment with City Council’s Vision and Strategic Plan: If City Council approves the rezoning request, the project could contribute to Goal 3: A Beautiful and Sustainable Natural and Built Environment, 3.1 Engage in robust and context sensitive urban planning and implementation, and the City Council Vision of Quality Housing Opportunities for All. Page 308 of 423 Community Engagement: On August 3, 2020 the applicant held a virtual community meeting with the public. The meeting can be viewed at: https://protect-us.mimecast.com/s/lZeKCL9YA0tR7ymYCBFkm5?domain=us02web.zoom.us The applicant gave an overview of the project as it related to the need for a rezoning. Seventy- two (72) members of the public attended the meeting and voiced the following concerns: • PUDs is not appropriate and will not give the City what it needs. • PUDs are only used to pack in more houses without taking into account infrastructure. • The land should be developed by-right. • The development should not be connected to Morgan Court. Morgan Court is too narrow and cannot handle the increased traffic. • Traffic will be a problem. • Stribling Avenue lacks sidewalks and will not be safe if the development is approved. • FSNA could support the project only if Stribling Avenue is improved. • Stribling Avenue will not be able to handle construction trucks for such a large and long- term development. • The City’s infrastructure will not support this development. • Stribling Avenue lacks lighting. • Stribling Avenue needs draining improvements. • Stribling Avenue does not have enough right of way to accommodate all the improvements it needs. • The development will double the units on Stribling. • Critical Slopes on the site should not be disturbed. • Stribling Avenue on the county side is not improved and cannot support the development. • People that live in this development will have to drive cars and cannot walk to places. • There is a playground near the proposed connection of Morgan Court to the development and the connection could impact it. • Stribling Avenue is a shared street with a lot of bicycle, pedestrians, and cars sharing the road. This development would change that. On September 14, 2021 the Planning Commission held a virtual joint Public Hearing with City Council. eighteen (18) members of the public spoke and expressed the following: • The proposed development will make conditions for pedestrian and cyclists worse on Stribling Avenue and the intersection of JPA. • Safety on Stribling Avenue is the biggest issue with the proposed development. • The City needs more housing and this will provide much needed affordable housing. • The trees on the site need better protection. • Stribling Avenue needs to be improved. • How will the section of Stribling in the county be impacted? • The proposed development will have negative impacts to Sunset Avenue. Page 309 of 423 Any emails received by staff regarding this project have been forwarded to Planning Commission and City Council. Planning Commission Recommendation: The Planning Commission took the following action: Rezoning Application (ZM20-00002) Ms. Russell moved that subject to sidewalk improvements on Stribling Ave. being prioritized appropriately in City Capital Improvement Program (CIP), I move to recommend that City Council should approve ZM20-00002, on the basis that the streets proposed within the PUD Development are laid out in a manner substantially in accord with the Comprehensive Plan, and approval of the proposed PUD Development is consistent with the Comprehensive Plan and will serve the public necessity, convenience, general welfare and good zoning practice. Mr. Mitchell seconded the motion Mr. Lahendro, Yes Mr. Solla-Yates, Yes Mr. Stolzenberg, Yes Mr. Habbab, Yes Mr. Mitchell, Yes Ms. Russell, Yes Ms. Dowell, Yes The motion passed 7 - 0 to recommend approval of the rezoning application to City Council. Critical Slope Waiver (P20-0079) Ms. Russell moved to recommend approval of the critical slope waiver for Tax Map and Parcel 18A025000, as requested, with conditions as recommended by staff. Recommended Conditions: 1. Site Plans (VESCP Plans) should include, at a minimum, 4 stages/phases of ESC controls, the first shall be “Initial/Preliminary Controls” and outfall construction, and the second shall include the establishment of sediment traps and conveyances. The sequence shall dictate that no disturbance of the slopes can occur, other than to facilitate trap/conveyance construction, until after the establishment of the trap, conveyances and permanent outfall (until Stage/Phase III). 2. “Super Silt Fence” (chain linked backing) shall be installed where perimeter silt fence is specified. 3. Any disturbance occurring outside of conveyances to the trap, in either sequence or space, planned or unforeseen, shall be immediately stabilized with sod (for pervious areas, utilities should have other “same day stabilization”. Page 310 of 423 4. The proposed trail shall be a non-erodible surface (asphalt/concrete or similar) and provisions shall be made in the stormwater management plan to ensure runoff from the trail is conveyed in a non-erosive manner, and concentrated flows shall not be discharged above slopes, or flow along the toe of slopes, on or offsite the property. 5. Trees removed from areas of critical slope(s) shall be replaced within those areas, at a three-to-one ratio (“Habitat Replacement Trees”). 6. The Habitat Replacement Trees shall be locally native tree species appropriate for the site conditions. 7. No tree(s) planted in any area(s) that contain buildings, parking lots, sidewalks, or other built improvements shall be counted as any Habitat Replacement Tree(s). 8. The specific number and species of Habitat Replacement Trees will be determined by the applicant and the City based on available space and site conditions, and the size, location and species of all Habitat Replacement Trees shall be specified within the landscaping plan required by Sections §§34-861 et seq. of the Charlottesville City Code, as amended. Mr. Mitchell seconded the motion Mr. Lahendro, Yes Mr. Solla-Yates, Yes Mr. Stolzenberg, Yes Mr. Habbab, Yes Mr. Mitchell, Yes Ms. Russell, Yes Ms. Dowell, Yes The motion passed 7 – 0 to recommend approval of the Critical Slope Waiver application to City Council. Attachments: A. Signed Proffer Statement B. PUD Development Plan Link to the Public Hearing materials. https://charlottesvilleva.civicclerk.com/Web/Player.aspx?id=1221&key=-1&mod=-1&mk=- 1&nov=0 September 14, 2021 materials start on page 6. https://charlottesvilleva.civicclerk.com/Web/Player.aspx?id=1286&key=-1&mod=-1&mk=- 1&nov=0 November 9, 2021 materials start on page 54. Page 311 of 423 BEFORE THE CITY COUNCIL OF THE CITY OF CHARLOTTESVILLE, VIRGINIA IN RE: PETITION FOR REZONING (City Application No. ZM20-00002) STATEMENT OF FINAL PROFFER CONDITIONS For the 240 Stribling PUD Dated as of November 11, 2021 TO THE HONORABLE MAYOR AND MEMBERS OF THE COUNCIL OF THE CITY OF CHARLOTTESVILLE: The undersigned limited liability company is the owner of land (“Owner”) subject to the above-referenced rezoning petition (“Subject Property”). The Owner seeks to amend the current zoning of the Subject Property subject to certain voluntary development conditions set forth below. In connection with this rezoning application, the Owner seeks approval of a PUD as set forth within a Development Plan for a planned unit development to be known as the “240 Stribling Avenue PUD”, said PUD Development Plan being dated April 28, 2020, Revised October 8, 2021, containing 17 pages, total, submitted with the Owner’s Rezoning Application. The Owner hereby proffers and agrees that if the Subject Property is rezoned as requested, the Subject Property will be developed in general accordance with, and the Owner will abide by, the approved 240 Stribling Avenue PUD Development Plan, and that the Subject Property shall also be subject to the following conditions: 1. The Owner shall establish affordable housing within the Subject Property, as follows: a. For the purposes of this Proffer, the term “Affordable Dwelling Unit” means a dwelling unit reserved for occupancy by a household that pays no more than thirty percent (30%) of its gross income for housing costs, including utilities, provided that the annual gross income of the household/occupant is sixty percent (60%) or less than of the Area Median Income (AMI) for the City of Charlottesville, as said AMI is established annually by the federal Department of Housing and Urban Development (HUD). b. Fifteen percent (15%) of all dwelling units constructed within the area of the Subject Property shall be Affordable Dwelling Units (“Required Affordable Dwelling Units”). The Required Affordable Dwelling Units shall be identified on a layout plan, by unit, prior to the issuance of any certificate of occupancy for a residential unit within the PUD (“Initial Designation”). The Owner reserves the right, from time to time after the Initial Designation, and subject to approval by the City, to change the unit(s) reserved as Affordable Dwelling Units, and the City’s approval shall not unreasonably be withheld so long as a proposed change does not reduce the number of Required Affordable Dwelling Units and does not result in an Affordability Period shorter than required by these proffers with respect to any of the Required Affordable Dwelling Units. i. Thirty percent (30%) or more of the Required Affordable Dwelling Units shall be reserved for rental to low- and moderate-income households (“Rental Affordable Dwelling Units”). Each of the Rental Affordable Dwelling Units shall be reserved as such throughout a period of at least ten (10) years from the date on which the unit receives a certificate of occupancy from the City’s building official (“Rental Affordability Period”). All Rental Affordable Dwelling Units shall be administered in accordance with City regulations adopted pursuant to the provisions of City Code 34-12(g) as such regulations are in effect on the date of Owner’s signature, below. For the purposes of this section and section 1.b.ii. below, if City regulations adopted pursuant to the provisions of City Code 34-12(g) are amended by the City after the date of Owner’s signature, below, the Owner may elect in writing to the Zoning Administrator to instead by bound by the amended regulations. ii. Thirty percent (30%) or more of the Required Affordable Dwelling Units shall be reserved for ownership by low- and moderate-income households (“For-Sale Affordable Dwelling Units”), throughout a period of thirty (30) years from the date on which the unit receives a certificate of occupancy from the City’s building official. The For-Sale Affordable Units shall be administered in accordance with City regulations adopted pursuant to the provisions of City Code 34-12(g), as such regulations are in effect on the date of Owner’s signature, below. During construction the For-Sale Affordable Dwelling Units shall be Page 312 of 423 constructed incrementally, such that at least 5 Affordable Dwelling Units shall be either completed or under construction pursuant to a City-issued building permit, prior to the issuance of every 30th Building Permit for non-affordable for-sale dwelling units. iii. On or before July 1 of each calendar year the then current owner of each Required Affordable Dwelling Unit shall submit an Annual Report to the City, identifying each Required Affordable Dwelling Unit by address and location, and verifying the Household Income of the occupant of each Required Affordable Dwelling Unit. c. The land use obligations referenced in 1.b.i, 1.b.ii, and 1.b.iii shall be set forth within one or more written declarations of covenants recorded within the land records of the Charlottesville Circuit Court, in a form approved by the Office of the City Attorney, so that the Owner’s successors in right, title and interest to the Subject Property shall have notice of and be bound by the obligations. In the event of re-sale of any of the Required Affordable Dwelling Units that reduces the number of Required Affordable Dwelling Units below the thresholds set forth in this proffer, the declaration of covenants shall provide a mechanism to ensure that an equivalent Affordable Dwelling Unit is created within the City of Charlottesville, either on or off of the Subject Property, that satisfies the requirements contained herein for the remainder of the Affordability Period. WHEREFORE, the undersigned Owner stipulates and agree that the use and development of the Subject Property shall be in conformity with the conditions hereinabove stated, and requests that the Subject Property be rezoned as requested, in accordance with the Zoning Ordinance of the City of Charlottesville. Respectfully submitted this 11th day of November, 2021. Applicant: Address: 142 South Pantops Drive Belmont Station, LLC Charlottesville, VA 22911 By:______________________________ Its Member, Charles Armstrong Page 313 of 423 PUD DEVELOPMENT PLAN 240 STRIBLING AVENUE CITY OF CHARLOTTESVILLE, VIRGINIA TABLE OF CONTENTS 500' RAIDUS FOR ADJACENT PROPERTIES PUD DEVELOPMENT PLAN (SEC 34-517) THIS PUD DEVELOPMENT PLAN MEETS THE REQUIREMENTS OF CHARLOTTESVILLE CITY CODE SECTION 34-517 (a). THE BELOW TABLE OF CONTENTS LISTS THE PUD REQUIREMENTS AND REFERENCES WHERE IN THE PUD DEVELOPMENT PLAN THE REQUIREMENTS ARE ILLUSTRATED OR DESCRIBED. 34-517 (1)a A SURVEY PLAT DESCRIBING AND DEPICTING THE ENTIRE LAND AREA TO BE INCLUDED WITHIN THE PUD DEVELOPMENT SITE, INCLUDING IDENTIFICATION OF PRESENT OWNERSHIP, EXISTING ZONING DISTRICT CLASSIFICATION(S) OF THE PARCEL(S) TO BE INCLUDED WITHIN THE PUD. PAGE 2: EXISTING CONDITIONS 34-517 (2)a A NARRATIVE STATEMENT OF HOW THE OBJECTIVES DESCRIBED WITHIN SECTION 34-490 ARE MET BY THE PROPOSED PUD. PAGE 3: NARRATIVE 34-517 (3)a A CONCEPTUAL DEVELOPMENT PLAN, SUPPORTING MAPS, AND WRITTEN OR PHOTOGRAPHIC DATA AND ANALYSIS WHICH SHOW: A. LOCATION AND SIZE OF EXISTING WATER AND SANITARY AND STORM SEWER FACILITIES AND EASEMENTS; PAGE 2: EXISTING CONDITIONS B. LAYOUT FOR PROPOSED WATER AND SANITARY SEWER FACILITIES AND STORM DRAINAGE FACILITIES; PAGES 6-7: CONCEPTUAL DEVELOPMENT PLAN C. LOCATION OF OTHER PROPOSED UTILITIES; PAGES 6-7: CONCEPTUAL DEVELOPMENT PLAN PAGES 13-14: CONCEPTUAL DRY UTILITY PLAN D. LOCATION OF EXISTING AND PROPOSED INGRESS AND EGRESS FROM THE DEVELOPMENT; LOCATION AND SIZE OF EXISTING AND PROPOSED STREETS; PAGES 6-7: CONCEPTUAL DEVELOPMENT PLAN PAGES 8-9: PROPOSED ROAD SECTIONS E. LOCATION OF EXISTING AND PROPOSED PEDESTRIAN AND BICYCLE IMPROVEMENTS, INCLUDING CONNECTIONS TO NEARBY SCHOOLS; PAGES 6-7: CONCEPTUAL DEVELOPMENT PLAN. PAGES 8-9: PROPOSED ROAD SECTIONS F. AN INVENTORY, BY TAX MAP PARCEL NUMBER AND STREET ADDRESS, OF ALL ADJACENT PARCELS WITHIN A FIVE HUNDRED-FOOT RADIUS OF THE PERIMETER OF THE PUD, INDICATING THE EXISTING ZONING DISTRICT CLASSIFICATION OF EACH. PAGE 1: COVER SHEET G. A SITE INVENTORY OF THE SIGNIFICANT NATURAL, ENVIRONMENTAL AND CULTURAL FEATURES OF A SITE, INCLUDING AT A MINIMUM: HISTORIC LANDMARKS CONTAINED ON ANY STATE OR FEDERAL REGISTER; VEGETATION; EXISTING TREES OF EIGHT-INCH CALIPER OR GREATER; WETLANDS, TOPOGRAPHY, SHOWN AT INTERVALS OF FIVE (5) FEET OR LESS, CRITICAL SLOPES, AND OTHER, SIMILAR CHARACTERISTICS OR FEATURES, AND A PLAN FOR PRESERVING, PROTECTING, UTILIZING AND/OR INCORPORATING SUCH FEATURES INTO THE DESIGN AND FUNCTION OF THE PROPOSED PUD. PAGE 10: ENVIRONMENTAL FEATURES 34-517(4)a A PROPOSED LAND USE PLAN. SUCH PLAN WILL IDENTIFY: A. PROPOSED LAND USES AND THEIR GENERAL LOCATIONS, INCLUDING WITHOUT LIMITATION, BUILDING AND SETBACKS; PAGE 4: LAND USE PLAN B. PROPOSED DENSITIES OF PROPOSED RESIDENTIAL DEVELOPMENT; PAGES 15-16: MATRIX OF USE TYPES C. LOCATION AND ACREAGE OF REQUIRED OPEN SPACE; PAGE 4: LAND USE PLAN D. SQUARE FOOTAGE FOR NON-RESIDENTIAL USES; PAGE 4: LAND USE PLAN. NOTE, THERE ARE NO NON-RESIDENTIAL USES PROPOSED. E. MAXIMUM HEIGHT OF BUILDINGS AND STRUCTURES IN AREA OF PUD. PAGE 4: LAND USE PLAN 34-517 (5)a A GENERAL LANDSCAPE PLAN WHICH FOCUSES ON THE GENERAL LOCATION AND TYPE OF LANDSCAPING TO BE USED WITHIN THE PROJECT AS WELL AS THE SPECIAL BUFFERING TREATMENT PROPOSED BETWEEN PROJECT LAND USES AND ADJACENT ZONING DISTRICTS; PAGES 11-12: LANDSCAPE PLAN 34-517(6)a A PHASING PLAN IF NEEDED. EACH PHASE SHALL INDIVIDUALLY MEET THE REQUIREMENTS OF THIS SECTION. PAGE 5: PHASING PLAN 34-517(7)a A STATEMENT FROM THE CITY PUBLIC UTILITIES DEPARTMENT VERIFYING WHETHER WATER AND SEWER INFRASTRUCTURE CAPACITY DOES OR DOES NOT EXIST FOR THE PROPOSED LAND USE(S). ESTIMATED WATER AND SEWER DEMANDS HAVE BEEN PROVIDED TO CITY PUBLIC UTILITIES DEPARTMENT AND ADEQUATE CAPACITY HAS BEEN VERIFIED. 34-517(8)a A STATEMENT FROM THE FIRE MARSHAL VERIFYING WHETHER ADEQUATE FIRE FLOW SERVICE DOES OR DOES NOT EXIST FOR THE PROPOSED LAND USE(S). THE FIRE FLOW TEST RESULTS HAVE BEEN PROVIDED AND APPROVED BY THE FIRE MARSHALL. COVER PAGE 1 OF 17 240 STRIBLING AVENUE - APRIL 28, 2020 REVISED: JUNE 11, 2021 Page 314 of 423 ILLE, PHASE GAN COURT ILLE, LT E, TTESV ILLE, VILL MHS 2403 T SV COUR TOP = 501.42' T ESV TES ZONIN LOT 16 41 137 MO HARLOTTE HARLO VARIABLE MO INV. IN = 498.42' 8" TC ZONIN LOT 15 TMP 18A-26 EXISTING CRITICAL SLOPES PER ORD. (34-1120(b)(2)) 17 & T G: PUD OT 14 T 8 Y OF C 18A-140 HUNTLE TMP 18A-1 ZON 2, LOT COUR INV. OUT = 498.32'8" TC R 1 LT ARLOT G: PUD JAMES M. McMURTRY AND CYNTHIA T. RG RLOT F C 8A-142 PHAS RGAN COU RGAN LEY O P 18A-139 STRIBLINHGR/W (SEE NOTE #11) McMURTRY, TRUSTEES 139 MO LTD AN D D 2, Y OF C T 238 STRIBLING AVENUE MHS 3354 G : PU : PU 2, E AN PHASE F CHA CO H S WIDT INST. 20160000545 PHA MORG D 8'' W E 2, L T L E TM P 1 TMP R TOP = 502.24 135 M LTD T ZONING: PUD ING UR N INV. IN = 497.54' 8" TC E ZONIN YO TM EXISTING CRITICAL SLOPES PER ORD. (29-3) M T INV. OUT = 497.59' 8" TC O SE U N *REVERSE FLOW NOTED HUNTLE AVENUE O 141 M SHED O ) HU HUN HUNT ) N (F (F NTL EY TMP P E IP CONC. S20°06'14"E 390.42' S P IP E S20°17'15"E 275.57' 142 OF CH 18A-14 M A 4 PHA ORGARLOTT 390.42' 4'' W S N E ZON E 2, L COU SVILL ING OT 1 RT E, L : PU 9 TD D 5 51 S0° N62°19'5 S 2 6'09 TM 122.97' HU H P1 NTL UNTL 8A-46 "W EY EY, ZON COM LLC ±53 ING MON 1' T OH U : PU D AREA O 520 508 CENT 6"E 505 MHS 3217 500 5 49 49 0 .43' ER TOP = 401.52' MHS 3281 510 5 OF TOP = 400.49' 0 S 48 475 0" W INV. IN = 396.71' 10" TC 48 0 47 65 0 MO INV. IN =395.66' 515 *NOTE: MATERIAL CHANGE 4 46 OR 455 0 INV. OUT = 396.67' 10" TC ES 45 N8 206' 0'3 CR EEK 5 5° 5 51 8'' W 4'' W 450 C&G S N56° S 121.0 "E 0 23' 45 35'36 5 395 39 2' MHS 3216 0 40 5 0 5 TOP = 402.95' 40 CHMARK "2" S OHU 0 41 S47°58'11"W 41 5 42 0 42 INV. IN = 396.93' 10" STEEL 5 OD W/CAP 43 S3 0 43 SAN 5 44 EV = 510.61' 21' INV. OUT = 396.81' 10" STEEL 44 ) (F 2° 4' )2 SAN ) D (F (F 263.52' O 20 D D R O O R 7 R 505 '07 10.82' 500 N21°27'03"W WIRE FENCE 5 49 0 "W 49 485 MHS 2515 85.23' SHED 0 480 TMP 18A-24-2 TOP = 502.76' 51 JIAN GUO ZHENG INV. IN = 497.21' 8" TC C&G 252 STRIBLING AVENUE'INV. OUT= 497.18' 8" TC 5 135' INST. 2013006103 47 ZONING: R-2 E N LI F SANITARY SEWER 400 VARIA ) O 470 4'' W (F W D N O ' S EASEMENT D.B. 380 PG. 553 S73°57'27"W STRIB R .51 BLE 1 WIDTH UNSPECIFIED 465 MHS 2514 WIDT TOP = 503.08' LING /W (SEE NO INV. IN = 496.44' 8" TC HR TMP 18A-24 5 0 FRANCES W. LARNERINV. OUT= 496.44' 8" TC 50 46 AVEN 254 STRIBLING AVENUE 0 SAN 50 INST. 2014000085 455 495 ZONING: R-2 UE E #11) U MHS 2530 OH TOP = 497.88' 450 T S 05 ZONE AE INV. IN = 493.38' 8" TC ZONE X 4 INV. OUT = 493.30' 8" TC 178.67' 5 44 0 49 S50 0 TMP 18A-24-1 44 PIEDMONT REALTY HOLDINGS I,LLC S 5 43 °36 256 STRIBLING AVENUE 40 0 58' INST. 2013003962 ZONING: R-2 485 0 43 '00" S 395 MHS 2534 TOP =501.27' S MHS 2882 42 5 W INV. OUT = 493.49' 8" TC 480 TOP = 428.36' INV. IN = 421.31' 8" TC S0°35'43"E 420 N SA INV. OUT = 421.08' 8" TC 38' 395 S39°19'41"W±30' 415 16' SANITARY SEWER 475 21' U ) 410 EASEMENT 0 (F 40 OH 470 D.B. 341, PG. 296 O D S SAN S R MHS 2542 E (F ) 465 SAN TOP = 484.68' IP N0° 48'3 DB. 4 OB CIRC ER P E INV. IN = 478.75' 4" TC (NW) S SAN S TTESVILL ) SAN SSAN MHS 2995 ZONIN .352 (AC CHARLO MARLE INV. IN = 478.99' 4" TC (NW) 5"W CITY OF LE 564 N W J. FELL F ALBE TOP = 403.30' 7 695.05' CREEK O COUNTY MATT P 76B-2-1 INV. IN = 480.40' 8" TC (NE) INV. IN = 398.08' 10" STEEL S G: R-2 E TMP 76B-1 460 242 O R 420 TER MO MHS 2969 INV. IN = 478.73' 8" TC (E) 5 MAURY F. SHIELDS INV. OUT = 398.00' 10" STEEL .57' 42 0 G ' TO CEN 43 INV. OUT = 478.13' 8" TC 435 240 STRIBLING AVENUE 633, P SANITARY SEWER ± 725 TMP 76B-2-22 HE CIT 0 DB.1147, PG.113 (AC) MHS 2993 Y 44 TOP = 419.37' EASEMENT 5"W 520 NOB CIRCLE TM CO OF CH N27°32'3 455 445 ZONING: R-2 BAOMIN WANG and HUI ZHAO ) UNT 0 INV. IN = 412.92' 8" TC D.B. 298 PG. 416 TOP = 405.59' (F Y O ARLOT ) 45 DB. 4803, PG.528 (AC) D FA (F WIDTH UNSPECIFIED INV. IN = 398.85' 8" TC O LBETESVIL D INV. OUT = 412.75' 8" TC ZONING: R-2 R MA O ) INV. OUT = 398.77' 10" STEEL RLELE (F ZONIN G.113 (AC) ZONIN G.740 (AC) R S NOB OCK 3 S MHS 2629 ) D DB.11 Y F. SHIELD (F NOB OCK 5 DB.47 IN QUARLE NOB OCK 3 MHS 2859 O MAUR 76B-2-48 MART 76B-2-50 G: R-2 TOP = 461.29' TMP 76B-2-37 D R G: R-2 O ZONIN HILL G: R-2 G: R-2 G: R-2 INV. IN = 456.64' 4" TC (W) NOB NOB, LLC ) TOP = 445.42' R ZONIN HILL ZONIN HILL (F , BL INV. IN = 456.79' 4" TC (NW) DB.4662, PG.124 (AC) E BOTTOM STRUCTURE = 437.27 , BL , BL IP HU INV. IN = 439.32' 8" TC 47, P 69, P ZONING: R-2 P LOT 5 INV. IN = 456.44' 8" TC (NW) LOT 9 LOT 7 TMP TMP INV. OUT = 454.98' 8" TC INV. OUT = 438.74' 8" TC O TMP 76B-2-46 MAURY F. SHIELDS DB.1147, PG.113 (AC) ZONING: R-2 EXISTING CONDITIONS SCALE 1"=80' PAGE 2 OF 17 240 STRIBLING AVENUE - APRIL 28, 2020 83 NAD 0 80' 160' REVISED: JUNE 11, 2021 Page 315 of 423 NARRATIVE PER 34-517(2) PAGE 3 OF 17 240 STRIBLING AVENUE - APRIL 28, 2020 REVISED: JUNE 11, 2021 Page 316 of 423 SHARED ACCESS AND SHARED ACCESS AND SHARED ACCESS AND SHARED ACCESS AND MAINT. EASEMENT MAINT. EASEMENT MAINT. EASEMENT MAINT. EASEMENT 94.08' 69.02' 65.52' 72.77' 69.14' 77.02' 79.02' LOT 40 LOT 45 LOT 29 37.5' PRIVATE R/W 37.5' PRIVATE R/W LOT 22 2,463 SF 2,393 SF LOT 8 LOT 15 2,431 SF 37.5' PRIVATE R/W LOT 1 2,658 SF 45.5' R/W ROAD 'D' 2,817 SF 2,587 SF ROAD 'F' 3,512 SF ROAD 'G' LOT 41 LOT 46 LOT 55 ROAD 'E' LOT 23 LOT 30 1,777 SF LOT 9 LOT 16 1,735 SF 2,435 SF 50.00' LOT 2 1,637 SF 1,561 SF 1,554 SF 1,477 SF 1,956 SF LOT 42 LOT 47 LOT 24 LOT 31 1,909 SF LOT 10 LOT 17 1,851 SF LOT 3 1,699 SF 1,603 SF LOT 56 2,492 SF 1,596 SF 1,498 SF 1,507 SF SHARED ACCESS AND MAINT. EASEMENT 6.00' (TYP.) ROAD 'A' 6.00' (TYP.) SHARED ACCESS AND 52' R/W ROAD 'A' MAINT. EASEMENT 52' R/W LOT 48 LOT 57 LOT 64 LOT 18 LOT 32 1,823 SF 2,649 SF 1,816 SF 1,237 SF LOT 25 1,350 SF LOT 4 LOT 11 1,326 SF LOT 58 LOT 65 1,916 SF 1,314 SF LOT 49 37.5' PRIVATE R/W 1,604 SF 1,823 SF 37.5' PRIVATE R/W LOT 19 LOT 26 LOT 33 1,537 SF LOT 5 LOT 12 1,333 SF 1,410 SF 1,433 SF LOT 66 ROAD 'I' LOT 59 ROAD 'H' 1,511 SF 1,401 SF LOT 50 1,604 SF 1,616 SF LOT 27 LOT 34 1,537 SF LOT 6 LOT 20 LOT 13 1,674 SF 1,696 SF LOT 67 1,407 SF 1,597 SF LOT 60 42.5' R/W ROAD 'D' 1,683 SF LOT 51 1,742 SF LOT 35 OPEN SPACE A 1,677 SF 1,750 SF LOT 21 LOT 28 LOT 7 LOT 14 2,354 SF 2,380 SF 0.35 AC 2,254 SF OPEN 1,641 SF 2,351 SF 69.00' 65.50' SHARED ACCESS AND SPACE B ROAD 'B' 55.68' 46' R/W 0.12 AC MAINT. EASEMENT 37.5' PRIVATE R/W LOT 36 SHARED ACCESS AND 24.00' 1,608 SF LOT 59 LOT 71 LOT 52 LOT 61 ROAD 'J' MAINT. EASEMENT 1,630 SF 1,864 SF 1,760 SF LOT 37 1,677 SF SHARED ACCESS AND 22.00' 1,474 SF LOT 62 LOT 69 LOT 72 MAINT. EASEMENT LOT 53 1,705 SF 1,614 SF 1,853 SF 1,746 SF 1,494 SF LOT 43 LOT 44 LOT 38 1,537 SF 23.90' 1,474 SF LOT 70 LOT 73 OPEN LOT 54 LOT 63 1,865 SF 1,751 SF SPACE C 1,677 SF 1,630 SF LOT 39 4.28 AC 1,879 SF SHARED ACCESS AND NOTES: MAINT. EASEMENT SHARED ACCESS AND ROAD 'C' MAINT. EASEMENT 52' R/W 1. MINIMUM BUILDING SETBACKS: FRONT: 0' SIDE: 0' PARCEL 'A' PARCEL 'B' CONDOMINIUM PARCEL 'C' CONDOMINIUM REAR: 0' CONDOMINIUM 19,038 SF 12,978 SF 11,375 SF ADJACENT TO OUTSIDE PROPERTIES: 5' 2. MAXIMUM FRONT SETBACK: 10' (STRIBLING AVE. FRONTAGE EXCLUDED) CENTERLINE OF SHARED USE PATH 3. MAXIMUM BUILDING HEIGHT: 55' AND 15' ACCESS EASEMENT LAND USE SUMMARY: TOTAL SITE AREA: 11.373 Ac. (100%) R/W DEDICATION TO STRIBLING AVE. ± 0.060 Ac. (0.5%) TOWNHOUSE LOT AREA: ± 3.117 Ac. (27.4%) CONDO/APARTMENT LOT AREA: ± 0.996 Ac. (8.8%) PUBLIC RIGHT-OF-WAY AREA: ± 1.970 Ac. (17.3%) PRIVATE RIGHT-OF-WAY AREA: ± 0.470 Ac. (4.1%) OPEN SPACE AREA: ± 4.760 Ac. (41.9%) LAND USE PLAN SCALE 1"=80' PAGE 4 OF 17 83 240 STRIBLING AVENUE - APRIL 28, 2020 NAD 0 80' 160' REVISED: JUNE 11, 2021; OCTOBER 8, 2021 Page 317 of 423 PHASING NOTES: MO RG 1. THE FIRST PHASE COMPLETED SHALL INCLUDE THE CONSTRUCTIO AN OF ROAD A, THE CONNECTOR ROAD TO MORGAN CT., AND PROPOSED CT IMPROVEMENTS TO STRIBLING AVENUE. . 8'' W 2. ACCESS ROADS AND UTILITY INFRASTRUCTURE SHALL BE PHASE 1A PHASE 1B PHASE 1C CONSTRUCTED WITH EACH SUBSEQUENT PHASE AS REQUIRED TO COMPLETE A COHESIVE BLOCK FOR SAFE AND CONVENIENT ACCESS, 65.52' 77.02' 79.02' AND TO MEET ALL CITY ORDINANCES. 4'' W 94.08' 69.02' 72.77' 69.14' 3. THE ORDER OF COMPLETION OF PHASES SHALL BE FURTHER REFINED WITH A FINAL SITE PLAN AND WILL BE SUBJECT TO CITY ROAD G ROAD E ROAD F PHASE C PHASE D PHASE J REVIEW AND APPROVAL. PHASE B 50.00' PHASE A 4. UTILITY PHASING WILL BE PROVIDED AND COORDINATED WITH CITY UTILITY DEPARTMENT WITH THE FINAL SITE PLAN. ALL NEW CITY 6.00' UTILITY INFRASTRUCTURE SHOULD BE INSTALLED, TESTED AND 6.00' (TYP.) ROAD A PHASE 1 (TYP.) ACCEPTED PRIOR TO BUILDING CONSTRUCTION. 5. A MINIMUM OF 1.00 ACRE OF OPEN SPACE SHALL BE DEDICATED IN PHASE 1. AT LEAST 25% TOTAL OPEN SPACE ARE SHALL BE PROVIDED WITH EACH PHASE THEREAFTER. 8'' W 4'' W PHASE F PHASE G PHASE E ROAD I ROAD B ROAD H ROAD D 55.68' 69.00' 65.50' PHASE H PHASE I 24.00' ROAD J PHASE 1D PHASE 1E 22.00' PHASE K PHASE L 4'' W 23.90' PHASE 2 ROAD C PHASE N PHASE O PHASE M PHASING PLAN SCALE 1"=80' PAGE 5 OF 17 240 STRIBLING AVENUE - APRIL 28, 2020 83 NAD 0 80' 160' REVISED: JUNE 11, 2021; OCTOBER 8, 2021 Page 318 of 423 NG AVENEUNOTE #11) H R/W (SE COORDINATE TIE-IN TO SHED EXISTING WATERLINE WITH RETAINING WALL RETAINING WALL RETAINING WALL ONC. S APPROX. MAX. HEIGHT = 5' CITYCUTILITIES DEPT. APPROX. HEIGHT = 3' TIE TO EXIST. WATERLINE E APPROX. HEIGHT = 5' IN MORGAN COURT 8'' W OHU LOT 45 4'' W LOT 29 LOT 40 LOT 22 S LOT 8 LOT 15 LOT 1 W 15 24' S LOT 46 24' 5 S LOT 30 LOT 41 LOT 23 LOT 16 S LOT 9 LOT 55 LOT 2 LOT 47 OPEN 24' LOT 31 LOT 42 24' LOT 24 SPACE C LOT 10 LOT 17 LOT 56 LOT 3 520 BIO W 505 500 5 49 W 49 0 W W 510 5 22' 0 OHU W 48 W 475 48 8'' W 0 30' W W 47 65 0 515 4 46 4'' W 22' S SAN 455 30' W 0 S SAN 45 W S 5 51 SAN LOT 57 LOT 48 LOT 18 LOT 25 LOT 32 LOT 11 450 C&G LOT 4 LOT 58 LOT 49 24' 24' LOT 19 LOT 26 LOT 33 LOT 5 LOT 12 W SAN OHU LOT 50 LOT 59 LOT 34 LOT 27 8'' W LOT 13 LOT 20 S LOT 6 4'' W LOT 60 W S LOT 51 LOT 35 LOT 21 LOT 28 LOT 7 LOT 14 BIORETENTION #2 OPEN SPACE A 2,056 CF 20' X OPEN 505 500 SPACE B