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Annual Affordable Housing and Community Development Conference

16th Annual San Diego Affordable Housing &
Community Development Conference
“It's Easy Being Green

Conference Logo

Friday, October 12, 2007

8:00 a.m. - 3:45 p.m.
Point Loma Nazarene University
3900 Lomaland Drive
San Diego, CA 


2007 Title Sponsors

BofACitibankUnionWAMU

 

Conference Program

Welcoming Remarks

Council President Scott Peters

City of San Diego

Keynote Speaker

Kimberly Vermeer, Principal

Urban Habitat Initiatives

“Affordable Housing Goes Green"

CONFERENCE SCHEDULE

8:00 - 8:30 Registration & Breakfast

8:30 - 9:30 Welcome & Keynote Speaker

9:30 - 9:45 BREAK

9:45 - 11:00 Workshop Session I

Design & Development: CEQA and Affordable Housing Projects: New Options

Complying with the California Environmental Quality Act (CEQA) can add many months to the approval of affordable housing. In the last few years, the courts have been more sympathetic to options that avoid the need for an EIR or even a Negative Declaration. This session will discuss recent cases that clarify what actions cities can take before proposed housing becomes a "project" that needs CEQA review. It will also identify other CEQA techniques that do not require the preparation of Negative Declarations or EIRs and present case studies of these models and discuss how to reduce the total time needed for CEQA review.

  • Barbara Kautz, Goldfarb & Lipman LLP
  • Debbie Fountain, City of Carlsbad

Housing Finance: The Tax Credit Turns 20 and Changes are Coming

2007 marks the 20th anniversary of the Low Income Housing Tax Credit program. With Congress considering changes to the Tax Credit program for the first time in many years, an expert panel will provide their views on these changes before asking the audience to propose ideas of its own. Participants will learn about legislation pending to improve the LIHTC program and have an opportunity to provide input to on how this 20-year-old program should be changed.

  • Moderator: Matt Schwartz, California Housing Partnership Corp.
  • Sue Reynolds, Community HousingWorks
  • William Pavão, California Tax Credit Allocation Committee
  • Ronnie Thielen, Affordable Housing Tax Credit Coalition

PRESENTATION MATERIALS FOR THIS SESSION:

Tax Credit Turns 20

Supportive Housing: Financing Housing with MHSA

Proposition 63 is making millions of Mental Health Services Act funds available for housing. Counties are in the process of spending one-time Mental Health Services Act funds for housing and CalHFA and DMH are rolling out their Mental Health Services Act Housing Program Funds. Despite the tremendous efforts that have been taken to make Mental Health Services Act funds available and flexible, counties, developers and service providers have numerous questions about legal barriers to using these funds.

  • Moderator: Amy DeVaudreuil, Goldfarb & Lipman LLP
  • Heather Gould, Goldfarb & Lipman LLP
  • Karen Tiedemann, Goldfarb & Lipman LLP

Green Building: Go Green- Go Solar: Save Money and The Environment

Participants will learn about the New Solar Homes Partnership and other funding opportunities for energy efficient solar and green developments.  The workshop will discuss the benefits of solar development and green building, financing options and incentives, as well as technical and legal considerations.

  • Moderator: Narisha Bonakdar, Housing California
  • Walker Wells, Global Green USA
  • Ramon Mendez, Jr. California Housing Partnership Corp.
  • Mary Jane Jagodzinski, Community HousingWorks
  • Patty Mejia, Enterprise Community Partners

PRESENTATION MATERIALS FOR THIS SESSION:

Financing Photovoltaic

Go Solar

CaliforniaSolar Rebate Programs

EnterprisePresentation

Housing Operations: San Diego's Top Models: Three Approaches to Supportive Housing

Supportive Housing can take many forms—projects can mix both affordable and supportive units, or can be 100% dedicated to people with special needs.  This session will illustrate three very different models of supportive housing in San Diego, including a project that mixes affordable and supportive units along with two supportive housing projects focusing on specific target populations.  Building on the lessons learned through the operation of over 700 units of supportive housing in the San Diego region, these supportive housing providers will describe their experiences developing and operating housing for tenants with experiences of homelessness, many of whom have disabilities.

  • Moderator: Pat Getzel, Pat Getzel & Associates
  • Patrick Loose, The LGBT Center
  • Martha Ranson, The Leah Residence
  • Julie Vance , Father Joe’s Villages

PRESENTATION MATERIALS FOR THIS SESSION:

The Leah Residence Project Profile

Sunburst Project Profile

Compelling Topics: Understanding AIA Contstruction Contracts: Key Provisions and Owner Modifications

For better or worse, AIA contracts are the standard forms used today with architects and contractors. The most common form of AIA construction contracts used are the A101, A111, and A201.  In this seminar we will discuss the difference between the A101 Stipulated Sum and A111 Guaranteed Maximum Price contracts.  We will also discuss key contract provisions and ways to revise and supplement the standard AIA provisions found in the A111, A101 and A201 General Conditions, to better respond to developers' concerns  and the overall construction process from the developer's point of view. 

  • Isabel Brown, Goldfarb & Lipman LLP
  • William DiCamillo, Goldfarb & Lipman LLP
  • Betsy Nahas Wilson, BRIDGE Housing Corporation

11:00 - 11:15 BREAK

11:15 - 12:30 Workshop Session II

Design & Development: Public Art Integrates With Housing

This panel discussion will describe how to integrate public art in housing projects and will highlight how contracts with artists work, how to integrate environmental materials into art, how art can enhance a project, and community building in conjunction with the arts. Developers and Architects on the panel will discuss budget concerns, pros and cons and the payoffs to using art in their projects and show pictures and examples.

  • Moderator: Nina Karavasiles, Public Artist
  • Mary Jane Jagodzinski, Community HousingWorks
  • Carlos Rodriguez, Rodriguez & Associates Architects & Planners
  • Matt Jumper, San Diego Interfaith Housing Foundation
  • Aida Mancillas, Aida Mancillas Art Consulting
  • Barry Getzel, Wakeland Housing & Development Corporation
  • Peter Bridge, Sun Country Builders

Housing Finance: In Plain English: Financing Affordable Housing

This introductory workshop will present the two basic financing models in affordable housing (9% tax credits vs. 4% tax credits with tax-exempt bonds). After a brief explanation of each financing component, the panelists will present the basic issues and challenges related to assembling each component and discuss the pros and cons of the models. Case studies will be used to highlight the above.

  • Moderator: Ramon Mendez, Jr, California Housing Partnership Corp
  • Andrea Ursillo, Citibank Community Capital
  • Carlos C. DeBaca, San Diego Housing Commission
  • Evan Becker, RED Capital Group

PRESENTATION MATERIALS FOR THIS SESSION:

Intro to Financing

Supportive Housing: Meet The Full Service Partnerships

Full Service Partnerships are key partners in the MHSA programs in San Diego. These four organizations have been providing housing with services to over 400 clients/tenants throughout the County over the last year. You will learn about these important players as they outline their intensive “wrap around” services and describe their experiences providing housing for people with mental illness. Presenters will outline the types of clients who receive services and housing, along with their experiences with property management.

  • Moderator: Piedad Garcia, Adult and Older Adult System of Care, SD County
  • Jack Farmer, Community Research Foundation
  • Mark Carpenter , Mental Health Systems Inc.
  • Cara Evans, Providence Community Services
  • Hannah Cohen, Consultant

Green Building: Seeing Green: Making Sense of Green Building Rating Systems

ENERGY STAR? Green Communities? LEED? What does it all mean? With growing awareness of climate change and global warming, green building has gained in popularity as a means to reduce our collective impact on the environment. Various green building ratings systems have emerged. This workshop will break down the differences and similarities between ratings systems and how affordable housing developers can go about understanding and assessing which ratings systems are most appropriate for your development.

  • Walker Wells, Global Green USA

PRESENTATION MATERIALS FOR THIS SESSION:

GreenCertifications

Housing Operations: Clearing the Air: Strategies for Creating Smoke Free Housing

This presentation will demonstrate why smoke-free multi-unit housing is the new frontier for affordable housing in San Diego. Participants will hear from experts in their field discuss the benefits and rationale to making multi-unit housing smoke-free. A panel discussion will include information on: Science of secondhand and thirdhand smoke and its impact on residents, the legality of adopting smoke free policies, public support for smoke-free multi-unit housing, and experience on how to create smoke-free policies from smoke-free apartment owner/ manager.

  • Moderator: Lisa Archibald, Communities Against Substance Abuse
  • Addie Brewer, San Diego State University
  • Debra Kelley, American Lung Association of California
  • Justin Garrett, The Center for Tobacco Policy & Organizing

PRESENTATION MATERIALS FOR THIS SESSION:

Matrix of Local Smokefree Housing Policies September 2007

Legal Issues for smoking and housing

Public support of smoking restrictions

Secondhand Smoke

SmokeFreeSanDiego

Compelling Topics: Fending Off Foreclosures

Come learn about the growing number of foreclosures, about subprime, adjustable and predatory loans that lead to foreclosure, and about foreclosure prevention efforts at the local level. Panelists will speak about the foreclosure statistics in the San Diego region, whether this foreclosure trend will continue, the impacts on local housing and housing services, the pervasiveness of this growing problem, the unique partnerships and best practices to assist troubled mortgage borrowers, and some suggested legislative fixes.

  • Moderator: Myrna Pascual, U.S. Department of HUD
  • Jim Bliesner, San Diego Reinvestment Task Force
  • Gabe Del Rio, Community HousingWorks
  • Kevin Stein, California Reinvestment Coalition

PRESENTATION MATERIALS FOR THIS SESSION:

Foreclosure PowerPoint

SDHOC Foreclosure Prevention

ForeclosuresReport

12:30 - 1:45 Lunch

2:00- 3:15 Workshop Session III

Design & Development: Best Practices in Urban Design & Development

This panel will discuss the unique development process and design considerations in high density housing, transit-oriented development, smart growth, and infill projects, presenting case studies of urban projects in various stages of development. Experts will share about design and livability, cost issues, as well as the extensive community outreach and public review process. A study on best practices in high density developments across the nation will also be presented to the group.

  • Moderator: Jenny Ho, Father Joe's Villages
  • Barry Getzel, Wakeland Housing & Development Corporation
  • Cissy Fisher, San Diego Housing Commission
  • Mathew Packard, Father Joe's Villages
  • Garry Papers, City of San Diego Planning Department

PRESENTATION MATERIALS FOR THIS SESSION:

UrbanDevelopmentPresentation

WakelandPresentation

Housing Finance: Tax Credit Buybacks: Experience and Lessons

This workshop will focus on the major business, accounting, and appraisal issues that are often faced by sponsors going through the tax credit buyout process at the end of the 15 year compliance period. Special emphasis will be put on preparing yourself and your project to minimize the cost and difficulty of executing the buyouts.

  • Moderator: Joel Rubenzahl, Community Economics, Inc.
  • Michael J. Thiel, MAI, Goldrush Realty Advisors Inc.
  • Rosemary Stabrawa, Community HousingWorks

Supportive Housing: New Funds, New Opportunities: The MHSA Financing Program in San Diego

This year California is poised to begin spending the millions of dollars in MHSA capital and operating funds to create more than 10,000 permanent supportive and affordable homes for people with mental illness, with over $33 million estimated for San Diego. SD County has a plan to create 438 units over the next six years with several projects already in the pipeline. This panel of experts will explore this new program, how to use it, and some of the tricks to structuring and underwriting successful projects.

  • Moderator: Pat Getzel, Pat Getzel & Associates
  • Jahi Akobundu, California Housing Partnership Corporation
  • Kathy Weremiuk, California Housing Finance Agency
  • Mike Dececchi, SD County Housing and Community Development

Green Building: What About My Roof? Green Roof, Solar Power or Both?

Your building’s rooftop presents a unique opportunity to further sustainability goals by adding a green roof or solar energy system, or both? In this session you’ll learn what these technologies are, what are the key design and construction considerations, and how to maximize the tangible benefits of these sustainable development concepts to you and your residents. You will also hear about available statewide and local financial support for incorporating green roofs and solar power into your development.

  • Moderator: Walker Wells, Global Green USA
  • Kirk Stokes, Solar Power, Inc.
  • Greg Loosvelt, Earth Pledge
  • Mark Pearson, Borrego Solar

Housing Operations: Water: A Reason to Think Green

A project is not “green” without water conservation.This is especially important in arid Southern California where our water supplies are imported – and potentially dwindling. Yet efficient use of water can be done practically – not only for projects designed “green” but also for existing projects. The panel will provide an overview of water issues in San Diego County, realistic ways to design and retrofit existing projects for interior and landscaping uses, and local agency incentive programs.

  • Moderator: Mary Jane Jagodzinski, Community HousingWorks
  • Harry Mestyanek, Jr., Ivy Landscape Architects
  • Luis Generoso, City of San Diego Water Department

PRESENTATION MATERIALS FOR THIS SESSION:

Water Issues and Conservation - San Diego

LandscapeDesignWithNativePlants

Compelling Topics: Community Land Trusts- A New Model for Affordable Ownership Housing

Community land trusts allow nonprofits and local governments to provide affordable homeownership opportunities on land which is ground leased to the homeowners. The ground lease structure is an alternative to more traditional affordable housing covenants, allowing stronger control over resales and occupancy of the homes. The panel will look at one city’s efforts to use a community land trust on a grand scale to meet its affordable housing requirements, how universities have used this model to provide workforce housing for their faculty and staff, and how homebuilders fit into the community land trust model.

  • Moderator: Jon Goetz, Pillsbury, Winthrop Shaw & Pittman
  • Mark Asturias, City of Irvine Housing Department
  • John Reeskin, The Olson Company

PRESENTATION MATERIALS FOR THIS SESSION:

LandTrustSession

LandTrustArticle


Click here to see details of our 2006 Conference

Click here to see details of our 2005 Conference

Click here to see details of our 2004 Confernence