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Metro ~ IG177002 ~ Equitable Housing Planning & Development Grant Intergovernmental Agreement -IC-7 I1-76C2 600 NE Grand Ave. Metro Portland,OR 97232-2736 oregonmetro.gov May 1, 2017 Sean Farrelly Redevelopment Project Manager City of Tigard, Community Development 13125 SW Hall Boulevard Tigard, OR 97223 Dear Sean: Enclosed,please find an original and signed copy of the Equitable Housing Planning and Development Grant Intergovernmental Agreement between Metro and the City of Tigard,for the Southwest Corridor Affordable Housing Predevelopment project.The Metro contract number for this project is 934605. Please use this number when referencing this project in your invoices and reports,and submit an invoice soon,attention to your Metro liaison,for Milestone 1 in Exhibit A of the IGA. Please remember to work with your financing staff to ensure that you keep records and documentation of all expenditures relating to this project,including the local match. If you have questions or comments, do not hesitate to contact the Metro liaison for this project, Pat McLaughlin,Senior Development Project Manager, Pat.McLaughlinporegonmetro.gov. 503- 797-1736. We look forward to working with you and the City of Tigard on this project. Sincerely, Emily Lieb Equitable Housing Project Manager Enclosure Cc: Lisa Miles Sherrie Blackledge Sara Erskine Roger Alfred �. Metro Contract No. 934605 r EQUITABLE HOUSING PLANNING AND DEVELOPMENT GRANT INTERGOVERNMENTAL AGREEMENT Metro-City of Tigard Tigard Southwest Corridor Affordable Housing Predevelopment Project This Equitable Housing Planning and Development Grant Intergovernmental Agreement(the "Agreement")is effective on the last date of signature below,and is entered into by and between Metro, a metropolitan service district organized under the laws of the state of Oregon and the Metro Charter, located at 600 Northeast Grand Avenue,Portland OR,97232("Metro"), and the City of Tigard("City"), located at 13125 SW Hall Boulevard,Tigard OR, 97223,collectively referred to as"Parties." WHEREAS,Metro has established a Construction Excise Tax("CET"), Metro Code Chapter 7.04,which imposes an excise tax throughout the Metro regional jurisdiction to fund regional and local planning that is required to make land ready for development after inclusion in the Urban Growth Boundary; and WHEREAS,the CET is collected by local jurisdictions when issuing building permits,which the local jurisdictions then remit to Metro pursuant to Construction Excise Tax Intergovernmental Agreements to Collect and Remit Tax entered into separately between Metro and the local collecting jurisdictions;and WHEREAS,in 2016 the Metro Council initiated the Equitable Housing Planning and Development("EHPD")Grant Program in order to provide grants to local governments using unallocated CET revenue to support local implementation of projects that remove barriers to development of affordable housing across the region; and WHEREAS,the City submitted an EHPD Grant Request("Grant Request") for the Tigard Southwest Corridor Affordable Housing Predevelopment Project("Project"); and WHEREAS, in Resolution No. 16-4753,the Metro Council awarded the City EHPD Grant funding for the Project in the amount of$50,000, subject to the terms and conditions set forth herein, and WHEREAS,the parties wish to set forth the funding amounts,timing, procedures and conditions for receiving grant funding for the Project. NOW THEREFORE,the Parties hereto agree as follows: 1. Metro Grant Award. Metro shall provide EHPD grant funding to the City for the Project as described in the Scope of Work for the City's Grant Request,attached hereto as Exhibit B and incorporated herein,in the amounts and at the milestone and deliverable dates as set forth in Exhibit A attached hereto and incorporated herein, subject to the terms and conditions in this Agreement. 2. City Responsibilities. The City shall perform the Project described in the Grant Request and as specified in this Agreement and in Exhibit A,subject to the terms and conditions specified in this Agreement and subject to the"funding conditions"recommended by the Metro Chief Operating Officer and adopted by the Metro Council in Resolution No. 16-4753. The City shall obtain all applicable permits and licenses from local,state or federal agencies or governing bodies related to the Project, and the City shall use the funds it receives under this Agreement only for the purposes specified in the Grant Request and to achieve the deliverables and/or milestones set forth in Exhibit A. 3. Payment Procedures. Within 30 days after the completion of each deliverable/milestone as set forth in Exhibit A,the City shall submit to Metro an invoice describing in detail its expenditures as may be Page 1-EQUITABLE HOUSING PLANNING&DEVELOPMENT GRANT IGA-Metro&City of Tigard 414/2017 needed to satisfy fiscal requirements. Within 30 days of receiving the City's invoice and supporting documents,and subject to the terms and conditions in this Agreement,Metro shall reimburse the City for its eligible expenditures for the applicable deliverable as set forth in Exhibit A. Metro shall send grant payments to: City of Tigard Finance Department Attention: Amy Lawson 13125 SW Hall Blvd. Tigard, OR 97223 4. Funding Provisions. (a) CET Funds. Metro's funding commitment set forth in this Agreement shall be fulfilled solely through the programming of CET funds;no other funds or revenues of Metro shall be used to satisfy or pay any EHPD Grant funding commitments. The parties recognize and agree that if the CET is ever held to be unenforceable or invalid,or if a court orders that CET funds may no longer be collected or disbursed,that this Agreement shall terminate as of the effective date of that court order,and that Metro shall not be liable in any way for funding any further CET grant amounts beyond those already disbursed to the City as of the effective date of the court order. In such case the City shall not be liable to Metro for completing any further Project deliverables as of the date of the court order. (b) Waiver. The parties hereby waive and release one another for and from any and all claims, liabilities,or damages of any kind relating to this Agreement or the EHPD Grant program. 5. Project Records. The City shall maintain all records and documentation relating to the expenditure of EHPD Grant funds disbursed by Metro under this Agreement,as well as records and documentation relating to the$23,080 in-kind financial match being provided by the City for the Project. The City shall provide Metro with such information and documentation as Metro requires for implementation of the EHPD Grant process.The City shall establish and maintain books,records,documents,and other evidence in accordance with generally accepted accounting principles,in sufficient detail to permit Metro or its auditor to verify how the grant funds were expended,including records demonstrating how City matching funds were expended. Metro and its auditor shall have access to the books,documents,papers and records of the City that are directly related to this Agreement,the grant funds provided hereunder,or the Project for the purpose of making audits and examinations. 6. Audits,Inspections and Retention of Records. Metro and its representatives shall have full access to and the right to examine,during normal business hours and as often as they deem necessary,all City records with respect to all matters covered by this Agreement and Exhibit A. Such representatives shall be permitted to audit,examine,and make excerpts or transcripts from such records,and to make audits of all contracts, invoices,materials,payrolls and other matters covered by this Agreement. All documents,papers,time sheets,accounting records,and other materials pertaining to costs incurred in connection with the project shall be retained by the City and all of their contractors for three years from the date of completion of the project,or expiration of the Agreement,whichever is later,to facilitate any audits or inspection. 7. Term. This Agreement shall be effective on the date it is executed by both parties,and shall be in effect until all deliverables/milestones have been achieved,all required documentation has been delivered, and all payments have been made as set forth in Exhibit A,unless terminated earlier pursuant to this Agreement. 8. Amendment. This Agreement may be amended only by mutual written agreement of the Parties, except that adjustments to the due dates for deliverables and payments set forth in Exhibit A may be Page 2—EQUITABLE HOUSING PLANNING&DEVELOPMENT GRANT IGA—Metro&City of Tigard 4/4/2017 approved administratively by Metro staff upon written request from City staff explaining the reasons for the proposed adjustment. 9. Other Agreements. This Agreement does not affect or alter any other agreements between Metro and the City. 10. Authority. City and Metro each warrant and represent that each has the full power and authority to enter into and perform this Agreement in accordance with its terms;that all requisite action has been taken by the City and Metro to authorize the execution of this Agreement; and that the person signing this Agreement has full power and authority to sign for the City or Metro,respectively. Metro City of Tigard By: B . Nt6rtha Be ett Martha Wine Title: Metro Chief Operating Officer Title: City Manager Date: �� Date: ZO/1 Approved as to Form: Approved as to Form: By: By: N�- Z= ison k.Kean ior(rarWamis Title: Metro Attorney Title: City Attorney Date: Date: y N t Attachments: Exhibit A-Milestones and Deliverables Schedule Exhibit B-Scope of Work for City's Grant Request Page 3-EQUITABLE HOUSING PLANNING&DEVELOPMENT GRANT IGA-Metro&City of Tigard ainnoi7 Exhibit A IGA for Equitable Housing Planning and Development Grants funded with construction excise tax Tigard Southwest Corridor Affordable Housing Predevelopment Project Milestone and Deliverables Schedule for Release of Funds Milestone Deliverable Date Due* Grant Pa ment 1 Execution of Grant IGA. April 30, 2017 $0 a) Signed IGA document 2 Retain Project Consultants and Community Based July 30, 2017 $0 Organizations, and Finalize Scope of Work a) List of Technical Advisory Committee (TAC) members,to include Metro project liaison. b) Draft RFP for consultant services c) Draft contract scope with Community,Based Organization and consultants d) Draft public engagement strategy. The strategy will focus on engaging those most at risk of being adversely impacted by new transit development. e) Draft performance measures for evaluating project success, including new housing units created that are affordable to families at 60% of Tigard's median income and below. f) Project website g) TAC kickoff meeting agenda and summary,with opportunity to comment on Milestone 2 draft documents. 3 Community Engagement March 30, 2018 $15,000 a) At least one listening sessions and/or public workshops to obtain feedback on needs/preferences for housing. b) Agenda, invite/attendance list, and meeting summary for each listening session and workshop. c) Report summarizing findings 4 Affordable Housing Market Study and December 15, 2017 $20,000 Opportunity Sites Analysis a) Housing Market Study b) Prioritized list of sites for new affordable housing c) Letter of support from property owner on prioritized list indicating willingness to participate d) Determine preferred opportunity site for further 1 study e) Conceptual Design Plans, including identified code barriers to affordable housing development, and Cost Estimates for preferred opportunity site f) TAC meeting agenda and summary Mid-project progress report 5 Affordable Housing Funding Analysis and February 28, 2018 $10,000 Implementation Strategies a) Pro forma analysis of preferred opportunity site b) Draft and Final Recommended Public/Private Financing Strategies and Implementation Strategies Report c) Memo on development code amendment recommendations to address barriers to affordable housing, including potential density increases d) Comments by City and Metro on reports e) TAC m eting agenda and summary 6 City Council Presentations and Adoption May 15, 2018 $5,000 a) Planning Commission presentation b) Final report with recommended strategies updated with public comment c) City Council review of final funding strategies and recommendations d) Council adoption of work plan to implement funding strategies and recommendations, including addressing code barriers e) Final progress report to include performance measures and method for sharing best practices/ lessons learned TOTAL REIMBURSABLE AMOUNT $50,000** *If the Grant contained any Funding Conditions,Grantee shall demonstrate satisfaction with those conditions at the applicable milestone or deliverable due dates. * Due dates are intended by the parties to be hard estimates of expected milestone completion dates. If the City anticipates that a due date cannot be met due to circumstances beyond its control,it shall inform Metro in writing no later than ten(10)days prior to the due date set forth above and provide a revised estimated due date;and Metro and the City shall mutually agree upon a revision to the milestone due dates set forth in this Agreement. NOTE: City of Tigard in-kind match=$23,080 2 Metro Appendix D Exhibit B Check one: Letter of Equitable Housing Planning & Development r Interest Grant Cover Sheet r FullApplication Applicant Project Name Tigard Southwest Corridor Affordable Housing Predevelopment Analysis Project City of Ti and Organization Y 9 ContactName Sean Farrelly Address 13125 SW Hall Blvd., Tigard OR 97223 Phone 503-718-2420 Fax 503-718-2748 Email sean@tigard-or.gov Fed.Tax ID# 93-0503940 Fiscal Agent Organization (ifdifferentfrom applicant) ContactName Address Phone Fax Email Project Location Description (25 words or less) Tigard Town Center (Downtown Tigard and Tigard Triangle) Project Summary(50 words or less) The SW Corridor Affordable Housing Predevelopment project will mitigate the effects of potential market displacement of affordable housing residents in Tigard's Town Center by: identifying opportunity sites for housing relocation and preservation;developing a funding analysis to support an anti-displacement strategy;and engaging with affordable housing residents on equitable solutions. Equitable Housing funding request $ 50,000 If submitting more than one proposal, please rank thisF Metro Council — Total project cost $ 73,080 proposal in order of priority District of Project [3 We,the undersigned,attest that to the best of our knowledge the information in this application is true and that all signatories have authorization to submit this grant application to Metro's Construction Excise Tax Planning Grants Program. Applicant Organization Name City of Tigard Printed Name Sean Farrelly, Redevelopment Project Manager Signature Date 8/10/2016 Fiscal Agent Organization Name Printed Name Signature Date To ensure complete letter of interest or full application, please see pp. 13-14 of the Equitable Housing Grant Application Handbook for a complete list of necessary documents for submittal. c •t B �i August 8,2016 City of Tigard Martha Bennett,Metro Chief Operating Officer Equitable Housing Planning and Development Grant Program 600 NE Grand Avenue Portland,OR 97232 Re:Equitable Housing Planning and Development Grant Application- Tigard Dear Martha, On behalf of the City of Tigard and the Tigard City Council,I am pleased to submit this grant application for the Tigard Southwest Corridor Affordable Housing Predevelopment project.This project's goal is to mitigate the impact of rising rents on affordable housing residents in the Tigard Town Center.This grant application is proposed by the City of Tigard with the support of Community Partners for Affordable Housing, the Community Housing Fund,Unite Oregon and 1000 Friends of Oregon.The Tigard City Council authorized the application by resolution on July 26,2016. The Tigard Southwest Corridor Affordable Housing Predevelopment project will provide predevelopment feasibility assistance that will lead to: • Engagement with Town Center residents at risk of market displacement to determine equitable solutions for affordable housing. • Identification of opportunity sites for affordable housing development near the proposed SW Corridor station locations in Downtown Tigard and the Tigard Triangle. • An affordable housing funding analysis to support an anti-displacement strategy. • Building capacity and community leadership for affordable housing tenants and advocates. There is a need to address the shortage of affordable housing units in the region,and in Tigard.With the assistance of Metro's grant,this project will lead to the construction of additional dedicated affordable housing in Tigard's Downtown and the Tigard Triangle. In addition to this application,Tigard is coordinating with the City of Portland on its grant project.The jurisdictions'respective projects are distinct in focus-with Portland focusing on an overall affordable housing strategy in the corridor,and Tigard focusing on a tactical demonstration of facilitating affordable housing options. If you have any questions concerning this application,please contact Kenny Asher,Community Development Director at 503-718-2443 or KennyAgdgaard-ongov. Sincerely, p n �.• l,OVR John L. Cook,Mayor City of Tigard 13125 SW Hall Blvd. • Tigard, Oregon 97223 • 503.639.4171 TTY Relay: 503.684.2772 0 www.tigard-or.gov Exhibit B Tigard Southwest Corridor Affordable Housing Predevelopment Analysis Project Equitable Housing Planning and Development Grant Application, August 10, 2016 PROJECT NARRATIVE a. Project Description This grant application is made by the City of Tigard with the support of Community Partners for Affordable Housing,the Community Housing Fund, 1000 Friends of Oregon, Unite Oregon and the City of Portland.The Tigard Southwest Corridor Affordable Housing Predevelopment project is for pre-development feasibility assistance that will lead to: 1. Engagement with Town Center residents at risk of rental market displacement to determine equitable solutions and outcomes for affordable housing. 2. Building capacity and community leadership for affordable housing tenants and advocates. 3. Identification and analysis of opportunity sites for affordable housing development near the proposed SW Corridor station locations in Downtown Tigard and the Tigard Triangle that will lead to no net loss of affordable units. 4. An affordable housing funding analysis to support an anti-displacement strategy. The Tigard SW Corridor Affordable Housing Predevelopment project will mitigate the effects of market displacement by identifying opportunity sites for new affordable housing,as well as a funding analysis and market research to support an anti-displacement strategy.The City of Tigard plans to coordinate with the City of Portland proposed Equitable Housing Planning and Development project to provide a corridor level analysis of opportunities for affordable housing.The City of Tigard's project will supplement Portland's analysis by zooming in on specific opportunity sites in the downtown and the Tigard Triangle.Given the interrelated nature of these two projects,the two jurisdictions will share one steering committee of project stakeholders. The grant project will include the following:engagement with residents at risk of market displacement to determine equitable solutions for affordable housing; market research that will allow city staff to anticipate residents' housing needs; identification and analysis of opportunity sites for affordable housing development in downtown Tigard and the Tigard Triangle;concept designs and cost estimates for affordable housing on the most promising opportunity site;a plan for affordable housing funding strategies;and marketing the site to affordable housing developers. Tigard is requesting$50,000 for the project,which will enable the hiring of a consultant team,and supporting a nonprofit community based organization.Tigard will provide an in-kind staff match of $23,080. b. Project Area Opportunity sites for affordable housing near development in downtown Tigard will be identified and analyzed during the project(see Figure 1 Map).The location of the affordable housing project will be dependent upon the findings of those analyses. Demographics,particularly in Downtown Tigard, are notably distinct from the city as a whole.One downtown census block group that has several apartments has a median household income of$35,324,60%of the$60,849 median household income for all of Tigard.This census block reports 42%of families living in poverty compared to 7% citywide. Downtown residents are more likely to be renters (75%)than citywide(39%). Minority populations are a larger percentage in Downtown (34%)than in Tigard as a whole(24%). Sites that will preserve socioeconomic diversity around transit service,will be emphasized in the study. 1 Exhibit B c. Project Background The City of Tigard is participating in the regional Southwest Corridor Plan with the goal of bringing light rail transit to Tigard's designated Town Center(Downtown Tigard and the Tigard Triangle) by 2025. The Southwest Corridor Plan Project Team Leaders group has recommended that the light rail alignments serve Tigard's Town Center. Existing unregulated low income housing in these areas may be displaced by the rising rents that will result from high quality transit service. Much of the current housing stock in the Town Center could be described as"de-facto" affordable housing:older buildings with lower than average rent,that are not designated as permanently affordable units. As has been experienced by the rest of the region,Tigard rents have increased significantly in the past five years. Between 2011 and 2015 the Beaverton-Tigard market saw rent increases of 28%,the third largest increase in the Portland suburban markets. In 2013,the Tigard City Council adopted a Housing Strategies Report as part of updating the Tigard Comprehensive Goal 10: Housing chapter.The report recommends a variety of zoning,design, and market-based strategies to promote the development of a range of housing types, including affordable housing, particularly in high capacity corridors and centers.The City of Tigard currently provides tax abatement for affordable housing developments owned by nonprofits. The City of Tigard formed a Downtown Urban Renewal Plan to focus resources on creating a transit- friendly revitalized downtown,with substantial investments in walkable streets,improved open space and attracting new residential development. In 2017,the city plans for a public vote on an urban renewal district plan for the Tigard Triangle to support the redevelopment of that area into a vibrant transit supportive mixed-use district. The Tigard Comprehensive Plan's Housing chapter includes a goal to provide opportunities for a variety of housing types to meet the diverse housing needs of current and future city residents.The Special Planning Areas: Downtown chapter includes a policy that new housing in the downtown shall provide for a range of housing types, including ownership,workforce, and affordable housing in a high quality living environment. The grant request is consistent with the Comprehensive Plan and other city efforts as it seeks to provide opportunities for affordable housing, and preserve access to jobs in the region. d. Evaluation Criteria: >) Expected Development Outcomes: a. Barriers to equitable housing development:The City of Tigard anticipates the Southwest Corridor development to lead to appreciating property values in the station areas.Current low income residents in the Town Center transit development area face the likelihood of displacement due to rising rents.The project will address the predevelopment work,and identify land acquisition strategies and private investment objectives that Tigard,Community Partners for Affordable Housing,the Community Housing Fund, Unite Oregon and 1000 Friends of Oregon can pursue to achieve public objectives and result in an equitable housing development.The intent of this project is to demonstrate how equitable development can best mitigate future market displacement in the Town Center to achieve no net loss of affordable housing units. b. Desired outcomes:The desired outcome is an affordable housing strategy that leads to construction of additional affordable housing that meets the needs of impacted residents, regional housing and local goals,while securing no net loss of affordable units in Tigard's Town Center. 2 Exhibit B C. Description of partnerships: • The nonprofit Community Partners for Affordable Housing(CPAH) is dedicated to the development of permanently affordable housing(including the Knoll-an affordable senior housing development built in Downtown Tigard in 2011). CPAH is also currently working with the city on another project developing an affordable housing on a site in the Tigard Triangle. CPAH is interested in utilizing a public-private partnership to develop and maintain affordable housing in Tigard. • The Community Housing Fund's goal is to secure new sources of capital and make those funds available in strategic investments to create and preserve affordable housing in Washington County. • Unite Oregon is an intercultural social justice organization that specializes in leadership development and civic engagement of immigrants, refugees and communities of color in policy changes, including affordable housing policies. • 1000 Friends of Oregon advocates for affordable housing solutions throughout the state. CPAH and the Community Housing Fund will work with the project consultant on feasible affordable housing strategies. 1000 Friends will provide data on residents in danger of displacement,and research expertise. Unite Oregon will lead engagement with affordable housing tenants.All four nonprofits will have representatives serving on the project advisory committee. d. Level of community readiness and local commitment:Community readiness is demonstrated by the partnership with the nonprofits Community Partners for Affordable Housing and the Community Housing Fund. Tigard currently supports affordable housing by providing tax abatement for affordable housing,and pursuing grants that finance on and off-site public improvements,such as sidewalks, streets, and storm sewers,serving affordable projects(most recently CPAH's Knoll project).The City Center Advisory Commission,the volunteer advisory body for urban renewal, currently has a goal to address the long term impact of revitalization on affordable housing in the Downtown. 2) Regional Significance: a. People live and work in vibrant communities where their everyday needs are easily accessible:Over the past ten years Tigard has been implementing an urban renewal plan to create a transit-friendly revitalized downtown,with substantial investments in walkable streets, improved open space and attracting new residential development. Recent public investments in downtown include new streetscapes with pedestrian and bicycle facilities, parks and recreation opportunities along Fanno Creek,easier pedestrian access to WES station/Tigard Transit Center and to local employers and commercial services along Main Street from any location downtown. b. Current and future residents benefit from the region's sustained economic competitiveness and prosperity:This grant project will define how a public/private partnership can best realize affordable housing development for current low income residents. C. People have safe and reliable transportation choices that enhance their quality of life:Downtown Tigard currently has good transit service with Tigard Transit Center and WES Commuter Rail service. Light rail service to Downtown would make it an important transit hub which will attract residents and businesses.The project will seek opportunities for creating affordable housing in close proximity to sites of future transit development. d. The region is a leader in minimizing contributions to climate change:The project will address how to integrate affordable housing into transit planning,decreasing the reliance on SOVs,which will lead to reduced greenhouse gasses. 3 Exhibit B e. Current and future generations enjoy clean air,clean water and healthy ecosystems:The project integrates equitable housing into transit planning, which can increase the usage of transit, bicycle and walking modes, resulting in future reduction of greenhouse gases, air and water pollution, and the preservation of existing open space. f. The benefits and burdens of growth and change are distributed equitably:Residents of downtown Tigard earn roughly 60%of Tigard's median household income.The probable rental cost escalation associated with transit development would lead to compounding burdens—beyond the increase in monthly housing costs—for downtown Tiigard's low-income residents.The project will ensure that equitable and responsive housing options are available to this population should the downtown housing market become untenable in the future.The project will also build capacity and community leadership for affordable housing tenants and advocates. 3) Centers, Corridors,Station Communities and Main Streets: In the Metro 2040 Growth Concept, Downtown Tigard and the Tigard Triangle together are designated a Metro Town Center. Downtown is also considered a Station Community, containing a designated Main Street and is part of a designated Corridor. Downtown Tigard and the Triangle are also identified as potential station communities in the High Capacity Transit Land Use Plan.The project will study the partnerships and tools that are most advantageous for this unique equitable housing opportunity, ultimately resulting in a Town Center that is diverse and accessible to all residents. In 2009-10,Tigard updated its comprehensive plan and development code for the downtown district. It instituted mixed-use zoning with design standards that require new development to be pedestrian oriented and to have reduced minimum parking requirements.Additionally,Tigard will soon be implementing a "lean code' in the Tigard Triangle, designed to lessen infill development barriers. 4) Best Practices Model: This project will demonstrate how public-private partnerships can develop affordable housing projects that meet design,density,and use requirements in town centers. The primary benefit of this project is to implement creative approaches to developing and maintaining permanently affordable housing, such as inclusionary zoning,density bonuses, a no-net-loss affordable housing policy, and leveraging federal funds. In addition,the community leaders identified during the project will facilitate meaningful engagement between the City of Tigard and Town Center residents.Tenants' needs and experiences expressed during this outreach will help influence affordable housing policies implemented throughout the development project.This approach,which creates a community liaison to represent residents' interests,will yield community-led solutions to the potential displacement that further minimize the burdens of displacement and relocation. To the extent that similar conditions exist in other Metro designated centers,the project will demonstrate best practices that can be utilized in other locations. S) Leverage Investments: This planning grant will leverage substantial investments by the city,urban renewal agency, Metro, and other jurisdictional partners.This project will help leverage the estimated$2.4 billion projected to be invested on light rail and related infrastructure projects in the region. Since 2006,there has been approximately$24 million in public investments in Downtown Tigard, including street improvements that have improved downtown walkability, pedestrian safety, access to open space,and watershed protection. An additional $18 million will be invested in downtown urban renewal projects over the next 10-15 years.Additionally,Community Partners for Affordable Housing invested$10.8 million in the Knoll affordable senior housing project in downtown Tigard.Voter approval of an urban renewal district in the Triangle would provide funds for infrastructure 4 Exhibit B improvements to create a more walkable transit oriented district. The project may also be able to leverage the city's Brownfield grant funding to perform environmental assessments on potential affordable housing sites. 6) Matching Fund/Potential: It is estimated that the total project will require approximately$73,080 with the$50,000 grant funding 68 percent of the total cost.The grant funding would primarily be used on consultant services, and to compensate a nonprofit partner.The city will provide an in-kind match of at least$23,080 in staff time. 7) Growth absorption: Based on estimates in Appendix B, between 2015 and 2040,Tigard/King City is forecasted to add 14,421 new households. This project will help address these growth forecasts by creating new opportunities for housing in a light rail transit corridor.Additional affordable housing units will contribute towards accommodating this growth. 8) Public Involvement: The involvement of at-risk residents is integral to building successful housing and minimizing market displacement.Outreach conducted by city staff and project consultants will provide an understanding of downtown residents'housing needs and how future affordable housing can better serve those unique needs. Ideas,concerns,and recommendations expressed during community engagement will guide the location and development planning elements of the project. Together with the City of Portland,we will establish a shared advisory committee,and collaborate on forums to gather feedback on equitable housing issues. 9) Commitment of governing body: The Tigard City Council has expressed an interest in mitigating the loss of affordable housing during discussions of the SW Corridor project.Specific discussion of this project and grant application was on the June 21 agenda of the City Council meeting.City Council reviewed and approved the Equitable Housing and Development Grant application by resolution at its July 26`h meeting. 10) Capacity of applicant: The city will engage a variety of professionals to assist with the project, including community based organization professionals, real estate market advisors,and architects. e. Collaborations: The partners that have agreed to collaborate with this project with the City of Tigard are: A)Community Partners for Affordable Housing(CPAH),a potential developer of affordable housing on the selected opportunity sites. CPAH currently has two affordable housing developments in Tigard, including one in downtown. (503)293-4039, P.O. Box 23206 Tigard,OR 97281. B) 1000 Friends of Oregon will partner with the City of Tigard during the predevelopment phase by providing data for market research. (503)497-1000, 133 SW 2nd Ave Suite 201, Portland OR 97204. C)Community Housing Fund will apply its experience with affordable housing funding to the project's funding analysis. (503)846-5794,3700 SW Murray Blvd., Beaverton OR 97005. D) Unite Oregon will partner with Tigard by leading the outreach to Tigard affordable housing 5 Exhibit B residents. Cassie Cohen, (503)816-4342, 12625 SW Broadway,Suite 200, Beaverton, OR 97005. E)The City of Portland has applied for an Equitable Housing Planning and Development Grant to develop an Equitable Housing Development Strategy for the SW Corridor(including Tigard). The City of Tigard will work closely with Portland,and staff will have regular contact to coordinate the two projects and will collaborate on activities that would benefit both,such as community forums,and discussions with developers. f. Proposed Milestones and Deliverables 1. Formalize Partnerships Dec. 2016-Apr. 2016 1.1 Finalize detailed set of activities for project, consultants, and community Dec. 2016-Feb.2017 based organizations(CBO's) 1.2 Execute IGA between parties March 2017 1.3 Execute agreements between cities and CBO's April 2017 1.4 Execute agreements between cities and consultants April 2017 1.5 Form steering committee April 2017 2.Community Engagement May 2017- Feb.2018 2.1 Kick-off meeting May 2017 2.2 Outreach and affordable housing market research with residents June 2017-Feb.2018 2.2.1 Listening sessions 2.2.2 Public Workshops including feedback on strategies 2.3 Report summarizing findings and preferred solutions Sept. 2017 Milestone#1 Report summarizing findings 3.Affordable Housing Market Study and Opportunity Sites Sept. 2017-Jan. 2018 3.1 Affordable Housing Market Study Sept. 2017—Oct. 2017 3.2 Identify two potential sites for new affordable housing Oct. 2017- Nov. 2017 3.3 Determine preferred opportunity site for further study Nov. 2017 3.4 Conceptual Design and Cost Estimates Nov. 2017-Jan.2018 Milestone#2:Deliverable-Market Study Milestone#3-Deliverable:Design Plans and Cost Estimates 4.Affordable Housing Funding Analysis and Implementation Strategies Jan. 2018-Feb. 2018 4.1 Pro-forma Analysis Jan. 2018 4.2 Public/Private Financing Strategies Feb. 2018 Milestone#4-Recommended Financing Strategies and Implementation Strategies Report 5.City Council Presentations and Adoption Mar. 2018-Sept 2018 5.1 Planning Commission presentation March 2018 5.2 Final report with recommended strategies updated with public comment April 2018 5.3 City Council adoption of final funding strategies report June 2018 5.4 Final progress report to include performance measures and method for sharing best practices/lessons learned Sept. 2018 Milestone#5 Council adoption of funding strategies report 6.Affordable Housing Developer Engagement Sept. 2018-Nov. 2018 6.1 Market the sites to affordable housing developers in the region Sept. 2018 6.2 Develop the scope for an RFP for affordable housing Oct. 2018 6.3 Draft Memorandum of Understanding for development of the property Nov. 2018 g. Project Management: The project manager for the SW Corridor Affordable Housing Predevelopment project is Sean Farrelly, 6 Exhibit B Redevelopment Project Manager,sean@tigard-or.gov,503-718-2420. Mr. Farrelly works under the direct supervision of Kenny Asher,Community Development Director.Sean, Kenny,and additional staff will be involved in all work tasks. Sean has been the City of Tigard's Redevelopment Project Manager since 2010, managing all aspects of the downtown urban renewal program. He successfully managed the Community Development and Planning Grant funded Downtown Mixed-Use Development Project, which directly led to the construction of a 165-unit mixed use development. He currently manages the CPDG funded Downtown Urban Lofts Project and the Main Street/Fanno Redevelopment project. He has managed numerous Development Opportunity Studies,the Downtown Future Vision, Downtown Connectivity Plan and the HCT Land Use Plan (asst. project manager). Sean also currently manages the city's EPA-grant funded Brownfields Program. BUDGET DOCUMENTS Table 1 below summarizes the project task budget for city staff, non-profit and consultant work paid for by the Equitable Housing Planning and Development grant, and total task budget.This table is a line-item summary of the more detailed budget spreadsheet included with this application. The city commits staff resources as indicated in the table and attached spreadsheet totaling$23,080; and the staff resources are in the city approved budget for FY16-17. The grant request is for a total of $50,000,which represents 68%of the total budget. Tasks Staff Nonprofit Consultant Totals Budget Budget Budget 2.1 Kick-off meeting $889 $500 $500 $1,889 2.2 Affordable housing outreach $2,900 $10,000 $12,900 2.3 Report summarizing findings $1,113 $3,500 $4,613 3.1 Affordable Housing Market Stud $676 $1,000 $5,000 $6,676 3.2 Identify two potential sites for affordable $782 $1,000 $1,782 housing 3.3 Determine preferred opportunity site for $1,315 $500 $1,815 further stud 3.4 Conceptual Design and Cost Estimates $1,170 $19,000 $20,170 4.1 Pro-forma Analysis $1,326 $5,000 $5,826 4.2 Public/Private Financing Strategies $2,358 $2,000 $4,358 5.1 Planning Commission presentation $1,453 $1,453 5.2 Final report with recommended $2,296 $1,500 $3,796 strategies updated with public comments 5.3 City Council adoption of final funding $1,598 $500 $2,098 strategies report 5.4 Final progress report $748 $748 6.1 Market the site to affordable housing $1,496 $1,496 developers in the region 6.2 Develop the scope for an RFP $1,776 $500 $2,276 6.3 Draft MOU for development $1,184 $1,184 $23,080 $15,000 $35,000 $73,080 Statement: The Tigard City Council discussed this project and the grant application at its June 21St meeting.Council approved a resolution approving submittal of the application at its July 28th meeting (Tigard City Council Resolution 16-29). 7 Exhibit B SUPPLEMENTAL ATTACHMENTS Attached to this grant application are: • Figure 1-Map of Tigard Town Center • Figure 2-Map of SW Corridor Potential Alignments • Budget Spreadsheet • Budget Form • Match Form • Tigard City Council Resolution 16-29 approving the Metro Equitable Housing Planning and Development Grant application • Letters of Support 1. Rachael Duke, Executive Director,Community Partners for Affordable Housing 2. Sheila Greenlaw-Fink, Executive Director,Community Housing Fund 3.Andrew Riley,Community Engagement Coordinator, 1000 Friends of Oregon 4.Joe Zehnder,Chief Planner, City of Portland 5.Carine Arendes and Linli Pao, City Center Advisory Commission 6. Cassie Cohen,Organizing and Development Specialist, Unite Oregon 8 i V r 7 rr r,yy �'•,�9 �1yy+ W NO � c•rte .31� d,k{f � ..;nye.✓ � y, .s, �.. � -� • ;est .i J a' • s MY ' -�„�,y�,;.��;d3 #t�•�+it .�� 1� l�sit- ° t � Figure 2- Map of SW CorhO146tential Alignments Downtown Portland SOUTHWEST CORRIDOR PLAN g High Capacity Transit (HCT) «< z Barbur or Naito Options Proposed for ° Environmental Review •••., Marquam .... I Hill ? I - I I - lEAVERrop/HIU SDA!E 1 I i 1 I I _ I cAnra Branch service or direct route Hillsdale ' through Tigard I VERMONT I Direct route Branch service I. options options I Multnomah Village © E I I MtR rNON4M n 00 WOW 1 C ePV 0 $ rAYIM11RRY Barbur Barbur Boulevard Transit \ Center or adjacent to I-5 \ BEidepo,t Bridgeport ( F` \ Vi age V1 wn lnu, terminur I S 7FVNENFD/: PCC DOV�fltAlflrn I Sylvania r r _--—— \ p Tigard --- - ----_, --- \ vt` riangle I ------------- t.r. " 17I —__...__\ Ffi � I I I Fi Clinton crossing, Ash Avenue,or Kruse' Wall Street Way Adjacent to freight rail or adjacent to 1-5 HCT OPTIONS UNDER CONSIDERATION 1 Light Rail Option•, I I EXISTING Bridgeport I Village I :•, •••• MAX Light Rail I WES Commuter Rail I �. — I _ — --- Streetcar e r_i—1— .••••• Aerial Tram I r I rir: I --- Urban Growth Boundary Downtown 1 Tualatin �+arsc �I 0 1 miles 'h�. ROR4AND i Draft Proposed Range of Alternatives for Environmental Review I June 6, 2016 5 Exhibit B Tigard Southwest Corridor Affordable Housing Predevelopment Project Cost Estimate City of Tigard Comm. Project Project Staff Nonprofit Consultant Total Project Dev. Admin Associate Planning Total Budget by Budget by Budget by Budget Task Description Manager Director Asst. Planner Asst. Hours Task task Task by Task 1 Formalize Partnerships 2 Community Engagement 2.1 Kick-oft meeting 2 2 2 2 8 $889 $500 $500 $1,889 2.2 Outreach and engagement on affordable housing issues 8 6 15 29 $2,900 $10,000 $12,900_ 2.2.1 Listening sessions 2.2.2 Public Workshops ind.feedback on strategies 2.3 Report summarizing solutions 2 2 8 12 $1,113 $3,500 k$4,613 Affordable Housin Market Stud and O rtuni Sites 3.1 Affordable Housin Market Stud 2 2 2 6 $676 $1,000 $5,0003.2 Identi O ortuni Sites 2 2 1 2 7 $782 $1,0003.3 Determine Preferred O rturi Site 5 4 2 11 $1315 $500 3.4 Design and Cost Estimates 5 4 9 $1,170 $19,000 $20170 4 Financial Analysis and Implementation Strategies 4.1 Pro-forma Analysis 5 5 10 $1,326 $4,500 $5826 4.2 PublicfPnvate Financing Strategies 10 5 2 5 22 $2,358 $2,000 $4,358 5 Presentations and Approvals 5.1 Planning Commission 6 2 2 5 15 $1,453 $1453 5.2 Final report vnth strategies 10 4 8 22 $2,296 $1,500 $3,796 5.3 Council presentation 8 2 2 4 16 $1,598 $500 $2,098 5.4 Final Progress Report 4 2 6 $748 $748 6 Affordable Housing Developer Engagement 6.1 Market the sites 8 4 12 $1,496 $1496 6.2 Develop RFP Scope 10 3 3 $1,776 $500 $2,276 6.3 Draft MOU 8 2 10 $1,184 $1184 Total Hours 95 "165 56 213 Total Billin Rate $108.90 $108.58 $72.78 Billi Rate Direct Sala $44.35 $35.98 $34.15 Overheadilndirect Sala Rate $64.55 $70.60 $38.63 Project Total $23,080 $15,000 $35,000 $73,080 Highlighted numbers for tasks funded by Equitable Housing Planning and Development Grant mn«art Eq.-- —l..1, —W16,4 37 PM Exhibit B Appendix E — Budget Form Equitable Housing Grants Program Project Budget Form Project Costs 1) Estimate the hours of work directly related to your project for agency personnel, consultants,and non-profit personnel. You can delete rows that do not apply and/or add more specific descriptors. 2) Explain the tasks each is expected to complete in the budget narrative(i.e., design development, construction estimates, public involvement,technical research,code analysis, etc.). Personnel Costs Financial Match In-kind Match Grant TOTAL Request Agency staff $9,573 $9,573 Consultants $35,000 $35,000 Nonprofit staff $15,000 $15,000 Other, please list $0 Total for Planning Services $9,573 $50,000 $59,573 Other Costs Overhead/Indirect costs $13,057 $13,057 Total for Other Costs $13,057 $13,057 TOTAL PROJECT COSTS $23,080 $50,000 $73,080 Note: This form is available for download at oregonmetro.gov/housing-grants. Equitable Housing Grant Application Handbook:Appendices For more information,visit oregonmetro.gov/housing-grants. Page 7 Exhibit B Appendix F — Match Form Equitable Housing Grants Program Match Form Instructions: If your "Match Source" is a professional or technical service received as "in-kind," use the market average or actual salary or bid for that individual or service. Use the "Notes" field to document methodology. Match Source Choose One Choose One Amount Notes City of Financial In Kind Pending a Secured $23,080 City of Tigard Tigard-Staff FY 16-17budget Financial Oln Kind Pending i7Secured $ Financial Uln Kind PendingIDSecured $ Financial In Kind Pending i Secured $ Financial In Kind Pending 1 Secured $ Financial In Kind Pending Secured $ Financial In Kind Pending Secured $ Financial In Kind Pending Secured $ Financial In Kind Pending I Secured $ Total $ 23,080 Note: This form is available for download at oregonmetro.gov/housing-grants. Equitable Housing Grant Application Handbook:Appendices For more information,visit oregonmetro.gov/housing-grants. Page 8 Exhibit B CITY OF TIGARD, OREGON TIGARD CITY COUNCIL RESOLUTION NO. W.Pq A RESOLUTION APPROVING AN APPLICATION FOR A METRO EQUITABLE HOUSING PLANNING AND DEVELOPbIENT GRANT TO FUND THE SOUTHWEST CORRIDOR AFFORDABLE HOUSING PREDEVELOPMENT PROJECT WHEREAS, Metro has funding available for Equitable Planning and Development Grant program, which supports local planning to eliminate barriers to equitable housing development,and \X`HEREAS, the city wishes to mitigate the potential effects of low income housing being displaced in Downtown Tigard and the Tigard Triangle if the Southwest Corridor light rail project is built by funding the SW Corridor Affordable Housing Predevelopment project;and VTIER.EAS,the SW Corridor Affordable Housing Predevelopment project is eligible for the Metro Equitable Planning and Development Grant program. NOW,THEREFORE,BE IT RESOLVED by the Tigard City Council that- SECTION 1: Council approves an application for a Metro Equitable Planning and Development Grant to fund the Southwest Corridor Affordable Housing Predevelopment project. SECTION This resolution is effective immediately upon passage. PASSED: This a C- day of A 2016. Afayor ity of Tigard ATTEST: City Recorder-City of Tigard RESOLUTION NO.16-2 Page 1 Exhibit B FOR AFFORDABLE HOUSING, INC. � + 10 9044LU _1111 Or PO Box 23206•Tigard OR 97281-3206• t:503.293.4038•TTY/VCO:800.735.2900•f:503.293.4039•www.cpahinc.org August 5, 2016 Metro Regional Center 600 NE Grand Avenue Portland, OR 97232-2736 RE: Letter of Strong Support for Tigard's Equitable Housing Planning and Development Grant Application To the Equitable Housing Grants Team: I am writing on behalf of Community Partners for Affordable Housing (CPAH) in support of the City of Tigard's application for funding under Metro's Equitable Housing Planning and Development Grants program. We are excited about this proposal to identify opportunity sites for affordable housing near the proposed SW Corridor station locations in Downtown Tigard and the Tigard Triangle while exploring anti-displacement strategies and ways for current residents living in unregulated but affordable housing to engage in the process. CPAH currently has one site near downtown Tigard (The Knoll at Tigard) and we are working to develop another site located in the Tigard Triangle. This is an important time for Tigard as the city looks to increase regulated affordable housing that will last into the future and not be rendered unaffordable by coming development and market forces. We understand that there are two proposal focused on the SW Corridor and we believe that both proposals will work in concert to support and inform the other. Improving affordable housing choices in this region is critical. Thank you Metro for this funding opportunity. Improving affordable housing choices in this region is critical. We urge you to fund Tigard's proposal. Sincerely, Rachael Duke Executive Director Community Partners for Affordable Housing CPAH does not discriminate against any person on the basis of age, race, color,religion, sex,sexual orientation or gender identity,disability (physical, mental or developmental),familial or marital status, or national origin, in admission or access to, or treatment of, residents, employees or volunteers in any of its projects or programs. L� Exhibit B I COMMUNITY HOUSING FUND 3700 SW Murray Blvd.,#190 Beaverton, 503.8484 6.5794.5794 sgfink@thecommunityhousingfund August 4,2016 Metro Development Center 600 NE Grand Ave. Portland,OR 97232 RE: Equitable Housing Planning&Development Grant Application—City of Tigard Equitable Grants Team: This letter is written in support of the City ofTigard's application for funding under Metro's Equitable Housing Planning and Development Grants program.The Community Housing Fund(CHF)works throughout Washington County to secure new sources of capital and make those funds available in strategic investments to create and preserve affordable housing. CHF has worked with the City of Tigard since inception,and has provided funding for several projects in the Town Center.We recently provided a predevelopment loan to Community Partners for Affordable I Housing(CPAH)for a site they have secured in the Tigard Triangle,along the proposed SW Corridor.We look forward to working with CPAH,the City,1000 Friends of Oregon,and other partners to conceive and move forward this and other affordable housing projects along the SW Corridor. Building on what we've learned in the Portland metropolitan region,but also other regions such as Minneapolis-St. Paul,we know it will take considerable effort to ensure that equitable housing is aligned with a new transit corridor.The City ofTigard's proactive approach—working jointly with the City of Portland as they conduct research and set targets along the proposed line, but also directly with Tigard Town Center stakeholders before impacts from such alignment decisions are felt—is critical. In the current market, renters of modest means will have a hard time competing for units in the private market. Building leadership and engagement skills among these impacted residents,while also building additional affordable housing options as a resource for them to consider,will go a long way towards stemming the potentially negative impacts of displacement.We look forward to working together with the City in this venture! Sincerely, Sheila"Geenlaw-Fink Executive Director I 133 SW 2'd Avenue,Suite 201• Portland,bft"�`lNt (503)497-1000•fax(503)223-0073•www.friends.org 1000 friends Southern Oregon Office• PO Box 2442 •Grants Pass,OR 97528• (541)474-1155 •fax(541)474-9389 of Oregon Willamette Valley Office • PO Box 51252 • Eugene OR 97405 • (541)520-3763 •fax(503)575-2416 To whom it may concern, BOARD OF DIRECTORS KURT KOEHLER 1000 Friends of Oregon is proud to submit this letter in support of the City of Tigard's HILLSBORO,PRESIDENT application to Metro's Equitable Housing Grant Program. If the proposal is funded, we JOHN V.ALLCOTTIII,MD EUGENE look forward to working with Tigard and its partners to address critical questions of USA BATES,PHD housing affordability, equity, and displacement risk in the SW Corridor. PORTLAND JIMGILBERT One of the key considerations as the SW Corridor Project advances is the impact of new MOLALIA development and redevelopment on affordable housing stock, particularly market-rate STEVE UTMANN PORTLAND but affordable units. Residents in these units are at a unique risk of displacement, as PORTLAND ANDREW HADEN they are especially sensitive to market pressures. As we've seen with previous mass- PORTLAND transit projects in our region, cities and their partners must address this risk on the ANVELEY HALLOVA front end, before rents begin to rise as a result of rising property values. The City of PORTLAND Tigard's proposal does just that: begin to map a strategy for mitigating anticipated PAMELA KISIAK displacement well in advance. PORTLAND NOHART PORTLANDTLAND Tigard's grant application is a unique opportunity not just for its foresight, but because ELISABETH LYON the city seeks to engage directly with Tigard Town Center residents. That's why 1000 PORTLAND Friends of Oregon is thrilled to partner with the City on this proposal: engaging with MIKE MCCARTHY residents at the grassroots level, as well as community-based organizations and HOOD RIVER housing advocates, will enable the City to develop a proactive strategy which focuses JEAN PEKAREK on and meets the needs of residents most at risk of displacement in the Tigard Town ENTERPRISE Center. CHRISTIAN RICHMOND NEWBERG 11M WOOD The City of Tigard's proposal is unique, exciting, and absolutely necessary to ensure POST that the SW Corridor Project does not displace residents in the Tigard Town Center. We offer our full support for this application; please feel free to contact me with additional STAFF questions or comments. JASON MINER EXECUTIVE DIRECTOR Respectfully, MERIEL DRAZEN CIRCUITRIDER Andrew Riley GREG HOLMES Community Engagement Coordinator FOODEMS PROGRAM DIRECTORECTOR 1000 Friends of Oregon ROBIN J ENNINGS andrew@friends.org EXECUTIVE ASSISTANT Office: (503) 497-1000 ext. 129 ALVSON MARCHI-YOUNG Cell: (503) 936-9430 COMMUNICATION AND MARKETING STRATEGIST MARY KYLE MCCURDV DEPUTY DIRECTOR MIA NELSON URBAN SPECIALIST ANDREW RILEY COMMUNITY ENGAGEMENT COORDINATOR Exhibit B Bureau of Planning and Sustainability lnnovatloa.Collaboration.Practical Solutions. August 10, 2016 Metro Development Center Equitable Housing Planning and Development Grants 600 NE Grand Ave Portland, OR 97232 Dear Screening Committee, On behalf of the City of Portland, I am pleased to submit this letter of support of the City of Tigard's application for an Equitable Housing Planning and Development Grant. The City of Tigard's application offers a tactical approach to addressing equitable housing in Tigard and the Southwest Corridor. Tigard's application will complement the City of Portland's proposal to provide a broader strategic approach to facilitating pre-development services and tong-term institutional support for equitable housing in the corridor. Funding the City of Tigard's grant proposal will ensure that affordable housing and displacement issues can be addressed before the completion of the transit project, which is paramount to citizens in Tigard, especially those living in the Southwest Corridor. Portland is a committed supporter and collaborator to Tigard's grant proposal. We greatly appreciate your consideration of their grant application. Sincerl, Joe Zehnder Chief Planner City of Portland Bureau of Planning and Sustainability City of Portland,Oregon I Bureau of Planning and Sustainability Iwww.portlandoregon,gov/bps • 1900 SW 4th Avenue,Suite 7100,Portland,OR 972011 plione:503-823-7700 1 fax:503-823-78001 tty:503-823.6868 PrimdonIWi6past<pvwrter n�s*e rar}d pp[r. Exhibit B August 10,2016 Metro Development Center 600 NE Grand Ave. Portland,OR 97232 Dear Screening Committee, The city of Tigard has recently taken steps to assess availability and accessibility of the existing housing stock downtown and identify specific housing challenges in the city center.A need to address housing affordability both city-wide and more specifically,in the Downtown and the Tigard Triangle was identified.The proposed Tigard Southwest Corridor Affordable Housing Predevelopment project will enable Tigard to develop policies to increase housing accessibility and mitigate displacement in Tigard's dynamic city center. On August 10,2016 the Tigard City Center Advisory Commission(CCAC)resolved to support the city's application to Metro for an Equitable Housing Planning and Development Grant.The CCAC is an advisory citizen committee charged with advising the Board of the City Center Development Agency(CCDA),composed of the members of City Council.In particular,CCAC advises on policy related to the City Center Urban Renewal Plan(the Plan). CCAC supports the Tigard Southwest Corridor Affordable Housing Predevelopment project for a number of reasons.First,this project aligns with existing housing policy goals and priorities. Housing development was identified as a priority in the Plan.The Downtown Improvement Plan encourages the development of compact housing concepts.In accordance with the city's policy goals,housing in the city center should be available to a wide range of households. Second,the need to address housing accessibility and availability Downtown is pressing.Against the backdrop of a tight rental market and growing rental increases(28%from 2011-2015 in the Beaverton-Tigard rental market),42% of Tigard household that rent are rent burdened(pay more than 35%of the household income on rent and basic utilities).In Downtown,rental units dominate and many are"de facto"affordable housing(older buildings with lower than average rent not designated permanently affordable).Development for a possible light rail alignment and desired redevelopment in Downtown add pressure to the current limited supply of housing in the city center. Third,the proposed collaborative effort will build on existing effective relationships with community partners. 1000 Friends of Oregon and Unite Oregon both participated in the City's ongoing Brownfield program,while Community Partners for Affordable Housing(CPAH)is an existing partner in the provision of affordable housing in Tigard. Engagement with these organizations will facilitate diverse outreach so the voices of those most impacted are heard. This project addresses an identified significant need for preserving and expanding housing options in our community.The CCAC endorses city efforts to address these challenges through the Tigard SW Corridor Affordable Housing Predevelopment project and urges the review committee to fund this proposal. Sincerely, arine Arendes Pao Chair Vice-Chair Exhibit B u viitecreTin 12625 SW Broadway St.,Suite 200,Beaverton,Oregon 97005-www.uniteoregon.org August 11, 2016 Metro Development Center 600 NE Grand Ave. Portland OR 97232 RE: Equitable Housing Planning & Development Grant Application—City of Tigard Dear Screening Committee: As a project partner, Unite Oregon supports the City of Tigard's application for funding under Metro's Equitable Housing Planning and Development Grants program. Unite Oregon specializes in engaging immigrants, refugees, and people of color in the policy decisions that impact their lives, including affordable housing policies. We've been active in Washington County for nearly a decade, and are uniquely positioned to help the project reach its community engagement and leadership development goals. Examples of relevant similar work include: • Leadership Development: In recent years, Unite Oregon has graduated several hundred new local leaders from our intercultural, multi-generational leadership development programs, enhancing their skills, analysis and organizing ability; • Planning for Equity: Unite Oregon worked with community based organizations to assist Metro in developing an equity baseline, culturally relevant engagement practices, and public policies that reduce disparities; • Community Organizing: Unite Oregon collaborated with Community Alliance of Tenants and Portland's Bureau of Planning and Sustainability (BPS) to develop a Healthy Housing Initiative, which addressed tenant concerns within East Portland housing complexes with concentrations of immigrant and low-income residents, subsequently involving them in housing justice campaigns; and • Policy Advocacy: Unite Oregon led engagement, outreach, and built environment planning and policy development efforts with a diverse cohort of organizations participating in the Aloha-Reedville Study and Livable Community Plan, resulting in more equitable economic development, housing and transportation planning strategies. Exhibit B During the project, Unite Oregon will take the lead on engaging with affordable housing residents in Downtown Tigard and the Tigard Triangle. We will work with those at risk of rental market displacement to determine equitable solutions and outcomes for affordable housing. It is crucial that these vulnerable populations' needs and experiences influence and advise the policy changes. We look forward to working with the Cities of Tigard and Portland, Community Partners for Affordable Housing, the Community Housing Fund, 1000 Friends of Oregon, and other partners to conceive and move forward this and other affordable housing projects along the SW Corridor. Sincerely, Kayse Jama 'Executive Director Metro Equitable Housing Planning and Development Grants Public Engagement Resource Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . INTRODUCTION This guide is a resource for Community Planning and Development Grant recipients to support grantee efforts to conduct meaningful opportunities for the public to be involved in the local planning process.The guide provides examples of the tools and techniques that grantees may use to communicate with and receive input from the public.Metro's full Public Engagement Guide at www.oregonmetro.gov.public engagement guide or contact Metro staff with further questions. BEST PRACTICES FOR INCLUSIVE PUBLIC ENGAGEMENT Effective public engagement takes careful planning.The first step is to identify the purpose of the program or project and the anticipated level of public engagement.A well-defined objective for each phase of the program or project is important to identify the appropriate engagement tools and activities. IDENTIFYING PARTICIPANTS Before a program or project-specific engagement plan is developed,a stakeholder analysis should be conducted to identify the viewpoints and interests of those impacted by the project and to ensure meaningful involvement of all people regardless of race,color,national origin,or income.This necessitates identifying a broad range of participants,including: • business leaders • community-and faith-based organizations, neighborhood associations and civic organizations Public engagement purpose statements: • underrepresented populations in which demographic, geographic,or economic characteristics impede or • The purpose of this project is... prevent their access to public services • This project will result in... Underrepresented populations include those with limited • The purpose of public engagement for English proficiency,diverse cultural backgrounds,low- this project isto... income,disability,seniors and youth.To identify • Members of the public who should be underrepresented communities for your project it is engaged are... helpful to: • The public engagement will be • compile and map data from the U.S.Census Bureau, successful if... school districts and other available sources • field check and determine gaps in data by reviewing results with local cities and counties,community organizations,neighborhood associations and civic organizations. After developing a scope and budget,a program-or project-specific public engagement plan should be created. Based on the desired project outcome and identified key audiences,the specific engagement plan will include the tools and techniques to achieve the outcome,describe how follow-up with audiences and participants will occur,and identify success measures for each outreach strategy. IDENTIFYING PUBLIC ENGAGEMENT TECHNIQUES There are many methods to engage people-everything From written information to booths at farmer's markets To engage communities that have a and online surveys to listening posts.Most tools can be limited ability to speak English, adapted to the needs of specific populations and some can consider the following: provide feedback about whether a population is being . build relationships and trust with adequately engaged.See Appendix B for more information. communities that have a limited ability to speak English through partnerships WORKING WITH ADVISORY COMMITTEES with community-based organizations Depending on the level of public engagement the project has . speak the language or find a trusted identified,advisory committees made up of representative community leader to speak on your stakeholders can provide advice and input into the planning behalf and decision-making process.A committee can also be a . use culturally specific images and forum for developing consensus or compromise on controversial issues,developing criteria for project limited text to help convey the message. decisions and communicating project information to their communities. MILESTONES,DELIVERABLES AND EVALUATION With a wide range of stakeholders involved,it is important to monitor and evaluate a project,identify issues, measure success and adjust plans accordingly throughout the process. Developing a timeline with key milestones,target dates,engagement activities and results will keep the project on track.This will also help with evaluating the project's outcomes. At the conclusion of an engagement process,use quantitative and qualitative metrics to evaluate outcomes,report back to the public and improve future engagement projects. PUBLIC ENGAGEMENT CHECKLIST ❑ Developed project purpose articulation Clarity around project purpose and outcomes is fundamental to crafting an appropriate,meaningful and efficient public engagement strategy. ❑ Performed a stakeholder analysis Appropriate interested and affected groups should identified and contact information maintained in order to share project information,updates at key decision points and opportunities to engage and comment. ❑ Developed a project and budget,a program-or project-specific public engagement plan. The public engagement plan should identify key decision makers,a project timeline,the level of public engagement and role of public input in decision-making. ❑ Identified appropriate public engagement techniques and tools Identified appropriate participation techniques(see Appendix B)based on communication objectives for each step in the process. ❑ Identified project milestones,deliverables and a plan for evaluation. Monitored and evaluated the process,identified issues,measured success and adjusted plans accordingly throughout the process. ❑ Identified project milestones,deliverables and plan for evaluation. Monitored and evaluated the process,identified issues,measured success and adjusted plans accordingly throughout the process. 2 Public engagement techniques and tools The following is a menu of communication tools to engage the public in programs,activities IAP2 Spectrum of and services. Public Participation cca W o Technique/ oz 5 Tool Description z o z o INFORMATIONWRITTEN AND GRAPHIC Project Database to communicate with the interested parties,stakeholders, • mailing list partners,elected officials,members of committees and boards and the general public Public Online web calendar for advance notices of council and committee • meeting meetings and program or project events.Each meeting agenda includes the notice date and time of the next meeting,nondiscrimination,language assistance and ADA notice as well as TTY/TDD phone number E-newsletter Email updates to the project mailing list to announce events or at project • • milestones,sometimes with a request to provide comments about a program or project Fact sheet Periodic updates provided to target audiences in written form or posted on • the website Good Letters to program or project"neighbors"to provide project updates and • neighbor announcements letter Flyer or Written updates that are handed out or posted in community locations to • brochure provide a project overview,project updates,refer people to the project website or highlight project milestones and offer the opportunity to participate or comment Postcard Mailed cards used to announce meetings,events or comment periods or • • offer project updates Promotion Prepared material,email or web content that can be forwarded by cities, • through counties,agencies,community organizations,or public venues such as partners libraries,places of worship and other project partners in order to increase reach when inviting participation or seeking public comment Billing insert Coordination with cities and counties to send out a notice of event,public • • comment opportunity or survey in monthly utility bills b Web link or other quick note about an upcoming event,public comment • • linklagenda opportunity or survey that can be added to an email signature or the tags bottom of upcoming agendas 60NUNE ENGAGEMENT Website Information on programs,projects and services as well as engagement • • • opportunities Social media Twitter and Facebook sites to connect with the public,build awareness and • • • • share engagement opportunities Cross-link Highlights about an event,comment opportunity or survey on a related • • • • websites page websites of cities,counties,agencies,community organizations or other project partners Survey Provides a way to share views and help shape projects by responding to • • • • short surveys and/or viewing aggregate results to see how others have responded 3 e a W 0 Technique/ o N o 5 Tool Description z 0 z' 0 Open house Opportunity to drop in to see program or project information,talk to staff • • • and offer informal or formal feedback at a location that is accessible by transit and to persons with disabilities and at a time that is convenient Public Face-to-face interaction and discussion with staff and/or elected officials to • • • • meeting learn about programs,projects or services and provide input at a location that is accessible and a time that is convenient Community Participation in community events at faith-based organizations,community • • • • presence centers,grocery stores,farmers markets or other gathering places to share information,answer questions and request public input on programs or projects Speakers Presentations by staff or elected officials to neighborhood,business and • • • • bureau I civic groups around the region to share information and obtain input targeted presentations Stakeholder Targeted opportunities for discussion and feedback from interested parties • • • • engagement such as community and environmental organizations,academic advisors, economic development interests,business and community leaders and representatives of other state or local agencies Stakeholder To improve the baseline understanding of target audiences and inform • • • • interviews communication planning,the project team may conduct one-on-one or group interviews with a broad range of stakeholders Focus groups Facilitated discussions held with randomly selected participants to learn • • • • about key issues,understand values and interests or test messages Discussion Facilitated forum for individuals to discuss various topics • • • groups Townhalls Informal public meeting or event open to community members and held at • • • ❑ a location easily accessible by transit and by persons with disabilities at a time that is convenient,where community members may voice their opinions and ask questions. Workshops or Class or series of classes in which a small group of people learn a about a • • • ❑ trainings project or program Community A public event that brings together stakeholders representing the diverse • • • ❑ Summit perspectives of the region to evaluate engagement practices from the previous year,share local community information and advice on priorities and engagement strategies for upcoming policy initiatives. May hold community summits on specific projects or topic areas as well. VISUAL COMMUNICATION Maps Create maps that communicate spatial and other complex information • ❑. ❑ ❑ visually(data sources:census,modeling,roadway and transit network, sidewalk/bike/trail network,parks and natural areas locations and more) Charts, Create charts,graphs or tables to illustrate complex information in a way • ❑ ❑ ❑ graphs and that is easily understandable to the public and regional decision-makers. tables Diagrams and Diagrams and graphic illustrations visually illustrate timelines,complex • ❑ ❑ ❑ graphic process or decision-making structures,proposed choices and their illustrations associated tradeoffs and analysis results 4 1 H Q F C w O K = J m Technique/ o Z o g Tool Description z 'z COMMUNICATIONVISUAL • • Photographs An extensive photo library offers access to images that clarify meaning and • ❑ ❑ ❑ make reports and analysis more visually appealing Map-based Enabling a map with project locations and descriptions to connect to local • • • ❑ online public project information and a form for taking public comments,in English comment and/or multiple languages Envision tool The tool allows users to"paint the landscape"by allocating different • • • ❑ building types across a study area to create a land use scenario.Users can build as many scenarios as they would like and test them against each other.The tool allows real-time evaluation of each scenario's impact on land use,housing,sustainability,transportation,and economic conditions Interactive Specially-created,web-based interactive tools that ask community • • • • web pages members to make choices between different options by visually with surveys demonstrating the options'tradeoffs allows for participants to make choices and then explain those choices in a follow-up survey where they can also offer advice for the project or program decision-making INVOLVING . ENGLISH PROFICIENT • •NS,COMMUNITIES OF • •R,LOW-INCOME HOUSEHOLDS, YOUTH . PERSONS Relationship- Partnership with business,civic,faith-based and community organization • • • ❑ building leadership to reach underrepresented populations,provide targeted translated materials or announce public engagement opportunities Technical Technical assistance contracts may be awarded to community • • • • assistance organizations to conduct engagement activities,reach underrepresented contracts populations or to help better inform a project Demographic and four-factor LEP analysis,community assessment and • • • ❑ Audience stakeholder interviews to understand different populations,abilities to research and speak English and cultural preferences so that engagement tools selected analysis for public outreach are inclusive,accepted and accessible:mobile applications or text messages,online,word of mouth,radio,etc.(data sources:census,American Community Survey,schools) Plain Materials clearly written in plain language with a minimum of technical • • • ❑ language terms to enable people with limited English proficiency or low literacy to participate and comment Language In-person interpreters,a telephone language line or translated materials • • • El assistance that communicate with people with limited English proficiency Alternative Braille,sign language or communication aids at public meetings,upon • • • ❑ formats request Multicultural Distribution of news releases to multicultural media to describe the • • • ❑ media project,explain timeline,highlight opportunities for involvement and comment,discuss culturally relevant issues and frame intended outcomes as they relate to culturally specific audiences Text • 11 El ElThe act of typing and sending a brief,electronic message between two or messaging more mobile phones or fixed or portable devices over a phone network alerts Barrier Locations that are easily accessible by transit and accessible for people with • • • ❑ removal disabilities,child care,space for wheelchairs,designated seating for persons with hearing or vision impairments,and other accommodations upon request 5 a w o Technique/ 00 5 Tool Description z o zz o Press release Proactive coordination with N,radio,newspaper,blogs,community, • • ❑ ❑ multicultural media and other media outlets to describe the project,explain its timeline,highlight opportunities for involvement and comment,discuss relevant issues and frame intended outcomes Newsfeed Story to be shared with newspaper,radio and TV,blogs,social media for • ❑ ❑ the purpose of generating coverage Media Event information sent to newspaper,radio,TV,blogs and social media that • ❑ ❑ calendar have some kind of calendar listing or web calendar to which they can post it listings I to increase visibility legal notice Newspaper ads or legal notices,especially in community-based papers,and • • ❑ ❑ radio) public radio ads or PSAs are used to announce project milestones or request Service formal public comment and refer recipients to detailed project information Announcement online (PSA) Public access Live broadcast for Council meetings that are repeated on Community • ❑ ❑ ❑ cable Access Network,Portland Community Media,Metro East Community Media (MCN),Tualatin Valley Television(TVCTV)and Willamette Falls Television at various times throughout the week. OTHER TOOLS OR TECHNIQUES TO CONSIDER TO INCREASE PARTICIPATION Incentives Incentives may be provided to increase participation at open houses or public events such as providing free food and drinks,snacks or free childcare.Incentives such as gift cards can increase participation in filling out survey or providing feedback 6