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051925 Work SessionH O U S IN G AN D R E D E V E L O P ME N T AU T H O R IT Y W O R K S E S S IO N R IC H F IE L D MU N IC IPAL C E N TE R, B AR TH O LO ME W R O O M MAY 19, 2025 6:00 P M C all to order 1.P resentation on the results of the evaluation of the Housing and Redevelopment A uthority's housing programs. A djournment Auxiliary aids for individuals with disabilities are available upon request. Requests must be made at least 96 hours in advance to the City Clerk at 612-861-9739. AGENDA SECTION:Work Session Items AGENDA ITEM #1. STAFF REPORT NO. 16 WORK SESSION 5/19/2025 REPORT PREPARED BY: Julie Urban, Asst. Community Development Director DEPARTMENT DIRECTOR REVIEW: Melissa Poehlman, Executive Director 5/15/2025 OTHER DEPARTMENT RE VIEW: N/A ITEM FOR WORK SESSION: Presentation on the results of the evaluation of the Housing and Redevelopment Authority's housing programs. EXECUTIVE SUMMARY: Over the past several months, Housing and Redevelopment Authority (HRA) staff have been evaluating the HRA's housing programs. At the work session, staff will present a draft of the evaluation, which includes the following components: Housing Goals and Needs: A review of the various goals and housing needs that guide the HRA’s housing efforts and how different programs seek to address and meet those needs. Goals and needs have been collected from City planning and strategic documents and community voices. Financial Picture: A detailed look at expenditures and revenues, showing where funds are focused by both type of activity and by need, and identifying the resources available through 2030. Summary Findings: A summary of the most salient points and conclusions drawn from the evaluation. Program Summaries: A deep-dive into nine different housing programs, looking primarily at the last 10 years. Findings, Things to Think About, and Next Steps are highlighted for each program. Work Plan: The Next Steps in the Program Summaries become a work plan for 2025-2027. DIRECTION NEEDED: Listen to the presentation and provide feedback on the draft evaluation. Staff is specifically seeking discussion and feedback on which goals and activities the Housing and Redevelopment Authority sees as priorities, whether we're putting resources into the right priorities, and where there are gaps. BACKGROUND INFORMATION: A.HISTORICAL CONTEXT Current housing market realities (e.g., high interest rates, rising costs, shortage of housing) and a changing funding landscape create both challenges and opportunities as the HRA seeks to meet the housing needs of the community. These factors, along with the City's Strategic Plan goals, led staff to conduct an evaluation of the HRA's housing programs and housing-dedicated funding in order to create a plan for future housing work. B.EQUITABLE OR STRATEGIC CONSIDERATIONS OR IMPACTS The Strategic Plan lays out several desired outcomes that help to guide the HRA's work in housing and are considered in this evaluation: - Maintain Richfield as an affordable place to live. - D iversify the tax base. - P rioritize climate resilience. - Reduce racial inequities and barriers for traditionally excluded groups. C .P OL IC IE S (resolutions, ordinances, regulations, statutes, exc): S everal documents provide guidance for the HRA 's work in housing, including the S trategic P lan, C omprehensive P lan, Inclusionary Housing P olicy, and the A ffordable Housing Trust F und adopted priorities. D .C R IT IC AL T IMIN G IS S U E S: S taff anticipates taking HRA comments and questions and bringing a finalized document to the HRA in June. E .F IN AN C IAL IMPAC T: P rojected expenditures and revenues will be presented at the work session. F.L E GAL C ON S ID E R AT ION: NA ALTE R N AT IV E(S): NA P R IN C IPAL PAR TIE S E X P E C TE D AT ME E TIN G: NA AT TAC H ME N T S: D escription Type D raft Report B ackup Material May 2025 1 Richfield HRA Housing Program Evaluation Housing Program Evaluation Richfield Housing and Redevelopment Authority and Economic Development Authority HRA/EDA Housing Programs: Background The Richfield Housing and Redevelopment Authority (HRA) has provided resources to support the community’s housing stock and its residents since its inception in 1974. Over the years, programs have focused on both rehabilitation and new construction, homeownership and rental housing opportunities, and served residents across the spectrum of income levels and in varying stages and situations of life. The HRA’s housing program history began with a focus on housing rehabilitation and scattered-site affordable new construction. In the 1990s and into the 2000s, new housing programs were created that focused on diversifying the housing stock and replacing housing (and population) lost to airport expansion, road projects, and commercial redevelopment (which was undertaken to diversify the tax base). The aging of the housing stock and the need to maintain it also became more of a focus in the late 1990s. As housing prices increased in the 2000s, it became more and more difficult to cost- effectively continue those housing programs, until in 2009, the housing “bubble” burst, and the HRA shifted its attention to addressing the housing foreclosure crisis and aiding in the market recovery. Just as the market was returning to more typical conditions, in 2016, the community experienced the loss of 698 Naturally Occurring Affordable Housing (NOAH) apartments as the Crossroads Apartments became The Concierge and a significant number of low- income and vulnerable residents were displaced. In response, city leaders prioritized the needs of residents who rent their housing and the housing needs of low-income residents. At the same time, new priorities began to emerge and were interwoven into HRA housing efforts, including: climate change, the negative impacts of systemic racism in the housing market, the needs of people with disabilities, and a re-thinking of zoning regulations to encourage “missing middle” housing options. To meet these and other community priorities, the Economic Development Authority (EDA) was created in 2017, and EDA levy funds became available for economic development and housing programs. The HRA/EDA’s focus pivoted to emergency rental assistance during the COVID-19 pandemic, and program effectiveness was impacted by supply-chain impacts, rising May 2025 2 Richfield HRA Housing Program Evaluation construction costs, rising interest rates, rising housing prices, and a state-wide shortage of housing. These challenges continue today, and combined with changing funding streams, are re-shaping the HRA’s housing programs moving forward. Consistent throughout the HRA’s 50 years has been a recognition of the value of the community’s housing stock, and the need to preserve and improve it for generations to come. Housing Program Evaluation Current housing market realities and the changing funding landscape create both challenges and opportunities as the HRA seeks to meet the housing needs of the community. These challenges and opportunities, along with the following factors, have propelled and shaped this evaluation of the HRA’s housing programs:  In 2021, the State Legislature approved special legislation that allows the HRA to transfer pooled tax increment to its Affordable Housing Trust Fund, releasing significant funding that can be used for meeting housing needs.  In 2023, the City Council adopted a Strategic Plan that includes a goal to maintain Richfield as an affordable place to live. Other tangential housing goals in the Strategic Plan include diversifying the tax base, reducing racial inequities and barriers for traditionally excluded groups, and making climate resilience a priority.  In 2023, the State Legislature created a metro-area sales tax that provides a dedicated source of revenue to cities, Local Affordable Housing Aid (LAHA), to develop and preserve affordable housing.  In 2026, the City will no longer receive a direct allocation of Community Development Block Grant (CDBG) funds (approx. $180,000 annually), which has been used to fund housing rehabilitation and affordable homeownership programs since the late 1970s. These factors provide both challenges and opportunities to guide HRA housing activities over the next six years. The Evaluation includes the following components:  Housing Goals and Needs: A review of the various goals and housing needs, collected from City planning and strategic documents and community voices, that guide the HRA’s housing efforts and how different programs seek to address and meet those needs.  Financial Picture: A detailed look at expenditures, showing where funds are focused by both type of activity and by need. May 2025 3 Richfield HRA Housing Program Evaluation  Summary Findings: A summary of the most salient points and conclusions drawn from the evaluation.  Program Summaries: A deep-dive into nine different housing programs, looking primarily at the last 10 years. Findings, Things to Think About, and Next Steps are highlighted for each program.  Work Plan: The Next Steps in the Program Summaries become a work plan for 2025- 2027. Note: The Evaluation does not do a “deep-dive” into either the Housing Choice Voucher or Kids@Home rental assistance programs, although the local funding dedicated to Kids@Home is included in the expenditures analysis. The primary focus of the evaluation is the HRA’s ongoing housing programs; therefore, the use of funds for NOAH preservation and funds committed from the Affordable Housing Trust Fund to new rental housing is only included in the expenditure analysis. May 2025 4 Richfield HRA Housing Program Evaluation Goals and Needs Need Why? Where? Definition Housing Maintenance Long-time goal; mentioned in nearly all guiding documents Physical work to support the longevity and livability of all dwellings Cultural Diversity & Close-Knit Community Included in description of the Urban Hometown Welcoming differences and building strong inter-cultural connections among neighbors, buildings with community spaces Diversifying our Tax Base Diversifying Tax Base included in Strategic Plan, discussed in recent 4d discussions. Maintaining a diversity of housing types and price ranges. Making sure that our tax capacity can support future needs, like multifamily rehab and city infrastructure and that taxpayers aren’t unduly burdened. Meeting Current Low-Income Resident Needs Decades-long city commitments to this goal Direct assistance and loans for immediate issues and housing stability Ending Racial Disparities Included in Strategic Plan Creating opportunities to correct decades of disinvestment and exclusion Accessible Housing Stock City commitments to this goal; prioritizing this in our program criteria Creating and adapting homes to support people with disabilities to live full lives, including ramps, proximity to/space for care teams/family, and accessible spaces Building Type Diversity Comprehensive Plan, lifecycle housing Diversify our postwar rambler housing stock to provide housing choices throughout life cycle. Climate Action/Renewable Energy Transition Climate Action Plan, energy costs are part of housing stability Helping property and homeowners prepare to shift to renewable and energy efficiency mechanicals and reduce energy cost burden Affordable Housing Creation Strategic Plan names goal to meet Met Council expected growth need Creating affordable housing by building new, purchasing/investing and subsidizing, and subsidizing housing of those with low incomes Housing Affordability Preservation Maintaining a diversity of housing types and price ranges Preserving affordable housing that exists in our community through financial support and land trusts Housing Affordability Mix/ Emerging Needs Strategic Plan names goal to meet Met Council expected growth need. Maintaining a diversity of housing types and price ranges Providing appropriately priced housing for households at all income levels and sizes as incomes and financial realities change May 2025 5 Richfield HRA Housing Program Evaluation Programs and Goals/Needs Matrix X– program meets need; P- program could potentially meet need; ? – unknown) Richfield Rediscovered New Home First Time Homebuyer Home Energy Squad Deferred Loan Fix Up Loan Transformation Loan Advisor Programs Rental Assistance Apartment Remodeling NOAH Rental Preservation New Affordable Rental Housing Housing Maintenance X X X X X X X Cultural Diversity & Close-Knit Community P P P X X P Diversifying our Tax Base X P; rehab P X X X X Affordability: Meeting Current Low- Income Resident Needs X X X X X ? X P X X Equity: Ending Racial Disparities ? ? X X X X Accessible Housing Stock X X X X P X P X Building Type Diversity X X (ADUs) X Climate Action/Renewable Energy Transition X P P X P X P P P P X Affordable Housing Creation X X X Housing Affordability Preservation X X X X P X X X Housing Affordability Mix/ Emerging Needs X X X May 2025 6 Richfield HRA Housing Program Evaluation Matrix of Programs by Affordability May 2025 7 Richfield HRA Housing Program Evaluation Expenditures  Projecting future spending based on current programming, the anticipated spending on Housing Programs from 2025-2030 is $5.2 million.  An additional $2 million has been committed to NOAH Preservation and proposed affordable rental new construction.  Adding local rental assistance through the EDA’s Kids@Home program brings total housing expenditures to over $8 million, which will serve an estimated 2,055 households over the six-year period. PROGRAM EXPENDITURES 2025-2030 # UNITS First-time Homebuyer $1,200,000 66 Deferred Loans $80,000 3 Land Trust Acquisition Rehab $1,040,000 12 NOAH Rehab $800,000 434 Transformation Loans $840,000 42 Advisor Programs $126,000 510 Fix-Up Loans $240,000 48 Home Energy Squad $30,000 522 Substandard Acquisitions: RR/NH $900,000 6 SUBTOTAL $5,256,000 1,643 NOAH Preservation* $1,570,000 236 Affordable Rental NC** $500,000 80 Rental Assistance*** $834,000 138 TOTAL $8,160,000 2,055 *Does not include the value of the 4d(1) tax classification granted to the preservation of three NOAH properties. **Does not include value of reduced land sale price. ***Line item represents the local Kids@Home rental assistance only. An additional $2 million in federal funds is dedicated to providing rental assistance to approximately 300 households annually, and beginning in 2026, approximately $500,000 in State funds will provide rental assistance to up to 55 additional households annually. May 2025 8 Richfield HRA Housing Program Evaluation As a percentage of total expenditures, the largest housing expenditure is for NOAH preservation (19%), followed by the First-time Homebuyer Program (15%), acquisition/rehab through the land trust (13%), and new construction through Richfield Rediscovered and the New Home Program (11%). Green: Rental Programs Orange: Low-Income Homeownership Programs Blue: Homeowner Programs (all Income Levels) Purple: New Construction Owner-Occupied Homes May 2025 9 Richfield HRA Housing Program Evaluation Breaking down expenditures by high-level goals (with some programs and therefore expenditures working toward multiple goals): - $5 million is dedicated to preserving affordability; - $2 million maintains the housing stock, and - approximately $2 million increases the tax base. $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 Maintaining Affordability Maintaining the Housing Stock Diversifying the Housing Stock Equity - Disparity Reduction Climate Action Diversifying the tax base Expenditures by Goal May 2025 10 Richfield HRA Housing Program Evaluation The largest amount of funding is spent on affordable homeownership ($2.16 million), rehabilitation ($2.11 million), and rental preservation ($1.57 million). *Rental preservation does not include value of 4d(1) tax classification. *Affordable Rental NC does not include the value of reduced land sale price. $900,000 $2,160,000 $2,116,000 $500,000 $1,570,000 $834,000 Expenditures by Activity Blight Removal + Homeownership NC Affordable Homeownership Rehab Rental New Construction Rental Preservation Rental Assistance May 2025 11 Richfield HRA Housing Program Evaluation Summary Findings Positive Results  HRA programs address a range of community needs with the greatest resources focused on maintaining affordability.  Several programs demonstrate clear success in terms of number served, use of funds, impact, and investment leveraged.  80% of 61 First-time Homebuyer loans were made to households of color.  Transformation Loans leveraged an investment eight times the HRA’s expenditures.  Richfield Rediscovered leveraged an increase in the tax base six times the investment. Potential  Some programs have lower than expected participation. Further exploration of the causes and additional marketing efforts (and in some cases focused marketing) is warranted.  Some programs likely have greater needs than resources currently available. Further exploration of the need is warranted and could be part of the Comprehensive Plan update (or a precursor to).  There are funds available for potential new and/or expanded programming. We need to decide on priorities, identify unmet needs, administrative capacity, and possible partners. Underutilized  Advisor programs  Apartment Remodeling  Home Energy Squad Greater Needs  Deferred Loan  Apartment Remodeling  Fix-Up Fund Interest Rate Write-Down May 2025 12 Richfield HRA Housing Program Evaluation Program Administration  There is a long “to-do” list relating to program-administration. We will need to prioritize and assess our capacity for making changes.  We should track who we’re serving across all programs (where practical), develop metrics for each program, and track annually how well we’re meeting community needs. Adaptability  We cannot change the housing market through our programs. There are many external factors out of our control, but we can respond to market changes. We should review programs annually and adjust programs (and possibly priorities) as market conditions change.  Some programs can be refined to use funds most efficiently and where need is greatest.  The uncertainty over the Deferred Loan Program (and future of CDBG) is a concern. We may need to be prepared to find (or advocate for) a replacement. Adjust to Market  First-time Homebuyer  Fix-Up Fund Interest Rate Write-Down Target Funds  Transformation Loan  Apartment Remodeling Increase Impact  Where possible, we should seek to embed multiple goals within all programs, and pair programs to meet multiple goals.  For programs where multiple goals are already incentivized, explore ways to increase usage.  New Home affordability + rehab  First-Time Homebuyer affordable homeownership + rehab  Loan Programs + Home Energy Squad  Advisor Programs + Loan Programs  Apartment Remodeling rehab + energy efficiency + accessibility May 2025 13 Richfield HRA Housing Program Evaluation Revenue Picture The funding picture is positive for the next six years, but the amount of pooled TIF begins to decline in 2026. Ongoing programming is dependent on LAHA and EDA levy funds. These are the only current revenue streams to support ongoing programs. $396,000 of Rehab Loan Program existing and anticipated repayments are funding Fix-Up Fund, Home Energy Squad, and Advisor Programs. There are sufficient funds to cover these programs through 2029 and then HRA Levy (source of funds prior to 2024) would need to be tapped to continue the programs. Projected Revenue (2025-2030): Sustained $2.2 million EDA levy $2.5 million LAHA One-Time $396,000 Rehab Loan repayments $825,000 Affordable Housing Trust Fund $194,000 Apartment Remodeling Loan repayments $172,000 CDBG (anticipated) Potential Funding Opportunities There are several potential one-time, flexible revenue sources that could provide up to $317,500 in funding. Outside organizations offer funding opportunities annually through competitive RFPs. We should explore possible projects as capacity allows. $225,000 State Match (applied) $232,000 New Home Program repayments $100,000 (est.) in forfeited Point of Sale Escrow funds Hennepin County CDBG Minnesota Housing RFP Met Council LIHIA May 2025 14 Richfield HRA Housing Program Evaluation HRA Funding Opportunities Assuming current programming levels, there is $225,000 available annually for new/ replacement/expanded affordable housing programming. $200,000 in HRA levy funds could be directed annually towards housing programs from 2025-2030. Assuming we continue current programming, there will be approximately $3.9 million ($657,000/year) in pooled TIF available through 2030 that may be used for housing activities and/or commercial-related activities. Possible uses include blighted commercial and residential acquisition/removal, residential acquisition/rehab, commercial incentives, NOAH preservation/rehab, affordable multi-family new construction. Impending deadlines will impact decisions on how we can spend this money, and action at the Legislature this session could alter the deadlines. In 2026, these deadlines will be settled, and the HRA’s financial consultant will provide an updated financial accounting of the amount of funding available for various activities. May 2025 15 Richfield HRA Housing Program Evaluation Program Summaries Advisor Programs Fix-Up Fund First-Time Homebuyer Home Energy Squad New Home Program Transformation Loan Apartment Remodeling Deferred Loan Richfield Rediscovered Program Evaluation: Advisor Programs 2025 Remodeling Advisor and Architectural Consultation Programs The Remodeling Advisor program began in the 1990s. Staff saw a need to help to educate and inspire homeowners wanting to improve their homes. The program allows residents to sign up for a free visit with a Remodeling Advisor who can help troubleshoot or prioritize home improvements and give advice about how to accomplish remodeling goals. The Advisor service is currently provided by the Center for Energy and Environment (CEE). With the success of the Remodeling Advisor program, the Architectural Consultation began in 2011 with the goal of providing design advice for residents looking to complete larger scale remodeling projects. Residents can sign up for a discounted consultation visit with a participating architect. Funding Source: HRA levy, loan repayments G OALS & O BJECTIVES: Maintain the Housing Stock M aintain and invest in the housing stock and help people stay in Richfield. Findings  Programs are utilized at a similar rate on average but vary from year to year. Participation declined during the peak years of the pandemic and has only gradually increased.  Both programs are utilized throughout the community. Quick Stats  Total Remodeling Advisor visits since 2017: 213  Average per year: 27  Total Architectural Consultations since 2015: 290  Average per year: 29  30 residents who utilized an advisor program have gone on to receive a city loan (Transformation, Fix Up, Deferred) Program Evaluation: Advisor Programs 2025 Things to Think About  Believe intuitively and anecdotally that there is value in both programs as both serve different remodeling needs, but information on effectiveness is lacking (e.g., how many visits lead to remodeling).  Neither program has been fully expending the amount budgeted. Why aren’t more households using the programs? Are there barriers? Would increased marketing increase usage? Could the services be offered in Spanish to increase usage? NEXT STEPS 1. Create better guidance for residents trying to decide which program will best fit their needs. 2. Explore ways to increase outreach in order ensure that programs are being utilized by those who need them and funds are fully utilized. 3. Communicate regularly with the Advisor to better track needs and to increase use of City financing programs. 4. Explore efficient ways to track effectiveness of programs given limited staff capacity. A Richfield family used an architectural consultation to start the design process of remodeling the attic bedroom in their home to include a home workspace and a bathroom. This home had been in the family since the home was built in 1952. The third-generation owners were excited to invest in the property and make it an updated space to raise the next generation of their family. Before After Program Evaluation: Advisor Programs 2025 Green = Remodeling Visits; Red = Architectural Advisor Visits Housing Program Evaluation: Fix-Up Fund Interest Rate Write-Down May 2025 Community Fix-Up Fund Interest Rate Write-Down Program Minnesota Housing’s Community Fix-Up Fund (CFUL) offers low-interest home improvement loans to moderate-income homeowners. The HRA buys down the CFUL interest rate to three percent for homeowners earning less than 115% of the Area Median Income. The Program dates to 2011 and was originally a partnership of multiple cities and included matching write-down funds through Minnesota Housing. The HRA began partnering with the Center for Energy and the Environment to administer the Program in 2017. Loan amounts range from $2,000-$35,000 with terms up to 20 years depending on the loan amount. The CFUL interest rate is currently 7.5%. The Program ran out of funds in 2023 and 2024 leading the HRA to increase the budget from $25,000 to $40,000 and reduce the maximum loan amount from $50,000 to $35,000. Funding Source: HRA Levy and Loan Repayments (2024) G OALS & O BJECTIVES: Maintain and Improve the Housing Stock Encourage and leverage improvements to the housing stock by offering a low- cost financial incentive to moderate-income homeowners. Findings  Three out of ten CFUL recipients in the past two years also participated in the Transformation Loan Program (3 out of 13 Transformation loans in the past two years).  The amount of per loan subsidy increased significantly in 2024 as interest rates rose ($4,700 to $9,100).  From 2019-2024, homeowners primarily financed quality of life improvements rather than health and safety projects. Quick Stats (2012-2024) Total Loans: 77 Total Loans since 2018: 22 HRA Funding: $232,000 Amount Leveraged: $1.56 million Housing Program Evaluation: Fix-Up Fund Interest Rate Write-Down May 2025 1 3 5 7 9 11 13 $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Community Fix Up Fund HRA Write-Down -Loan Amounts -Number of Loans By Year Loan Amount HRA Write down # of loans Housing Program Evaluation: Fix-Up Fund Interest Rate Write-Down May 2025 Things to Think About  If more moderate-income Transformation Loan applicants are depending on this funding to finance their projects, we may want to reconsider the maximum loan amount.  You can get a lot of impact with a little funding for this type of work (a “leverage ratio” 6.73). With the interest rates and costs of maintenance rising, we’ve seen these funds get depleted much faster than normal. Is the Program meeting the need? Is this an area to increase HRA investment?  The program did not operate in 2021-2022 when the CFUL interest rate was especially low. Should the written-down interest rate increase when interest rates are higher? The rate is currently 7.5% (up from 4.5% in 2022, 5.75% in 2023, and 6.25% in 2024). NEXT STEPS 1. Track dual use of Fix-Up Fund and Transformation Loan. Revisit maximum loan amount if the close relationship continues. 2. Explore adjusting the interest rate write-down amount as CFUL interest rates vary. 3. Consider increasing the Program budget for 2026. 4. Explore possible other sources of funds to match HRA funding. Housing Program Evaluation: First Time Homebuyer Downpayment Assistance May 2025 First Time Homebuyer Downpayment Assistance The First Time Homebuyer program began in 2018 in response to racial homeownership disparity rates in Richfield and was originally aimed at current Richfield renters, many of whom are households of color. The program serves buyers who earn less than 80% of the Area Median Income and have not owned a home in the past 3 years. Applicants are eligible for $15,000 loans if they meet the income limits. Households are eligible for loans up to $20,000 if they are Richfield renters, have children under 18 living in the home, or have a household member with a documented disability. These are interest-free loans that are forgiven on a pro-rated basis of 10% each year and fully forgiven after 10 years. Funding Source: LAHA (in the past, CDBG and Affordable Housing Trust Fund) G OALS & O BJECTIVES: RE DUCE RACIAL INEQUITIES AND BARRIERS AND M AINTAIN R ICHFIELD AS AN AFFORDABLE PLACE TO LIVE Provide homeownership opportunities to low- and moderate-income households, especially to those communities that have been historically/systemically excluded from homeownership. Findings  The Program is successfully serving households of color.  As interest rates have risen, incomes of participants have risen closer to the income cap.  First-time homebuyers range in household size, but half the households are 3-4 people.  Homes have been purchased largely in areas not impacted by racially restrictive covenants and mostly on the east side.  Have seen higher Housing Ratios in recent years (7 loans in 2024 with above 36% of income toward mortgage) as interest rates have risen. There have been more Executive Director exemptions as well, most of which are related to housing ratio, but occasionally involve expected births or temporary disability. Quick Stats (2018-2024)  $1M in loans  61 Households Served  4 Households <60% AMI Served  80% households of color served  >90% households of color served in the last 3 years  8 households with a member with a disability Housing Program Evaluation: First Time Homebuyer Downpayment Assistance May 2025 Approximate First Time Homebuyer Loan Locations Over Density of Racially Restrictive Covenants, 2018-2024 Brighter blue, more recent Loan Darker red, higher concentration of Racially Restricitve Covenants 0 2 4 6 8 10 12 14 16 18 20 2019 2020 2021 2022 2023 2024 Race/Ethnicity Served by Year White non hispanic hispanic (any)black more than one other american indian asian Housing Program Evaluation: First Time Homebuyer Downpayment Assistance May 2025 Things to Think About  As home prices have risen, low- and moderate- income buyers require greater subsidies in order to purchase homes.  Rising interest rates make monthly mortgage payments less affordable even with additional subsidies. Is there a point when we’re encouraging risky purchases?  Home maintenance and repairs can be difficult to afford for low- and moderate- income homeowners. Should we consider re-starting the First-Time Advantage Program (offered rehab loans to new homeowners in the 2000s)?  Do we have a role to play to ensure that purchases are dispersed throughout the community? NEXT STEPS 1. Offer post-purchase resources to new homeowners. 2. Continually evaluate the role of our downpayment assistance in relation to other downpayment resources available. 3. Evaluate whether allowing stacking with first generation loans is worth the risk to serve lower income households. 4. Consider funding levels and more selective criteria based on market cycle factors like interest rates (e.g., only Richfield renters).  A family with a member with a disability who could not find affordable, accessible rental housing …  A single mother teen parent, local high school graduate who built up a career in the public sector and saved up by living with her parents for a few years…  A multigenerational household choosing to live together, seeking stability for aging parents… were all able to buy a home in Richfield through the FTH Program. Housing Program Evaluation: Home Energy Squad Enhanced May 2025 Home Energy Squad Home Energy Squad is a service offered by the Center for Energy and the Environment (CEE) that is a comprehensive, easy-to-use, one-stop energy-efficiency program that helps homeowners reduce energy bills. The HRA pays $50 for a typical visit, and $100 for a low- income owner visit. After an in-home assessment by CEE staff, energy-saving materials are installed and residents are provided with a report outlining home improvements, their rough costs, and the impact on energy savings for the household. The City has been contracting with CEE on this program since 2013. Funding Source: HRA Levy; Loan Repayments G OALS & O BJECTIVES: Climate Resilience, Maintain Affordability, Reduce High Energy Burden Reduce our community’s energy use and lower residents’ energy cost burden. Quick Stats (2013-2024)  1,000 home visits completed  50 Low Income homeowners served since this option became available in 2016 Findings  After a peak of high interest and participation in the first year, visits have hovered between 50 and 100 each year. 0 50 100 150 200 250 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Home Energy Squad Loans Per Year Housing Program Evaluation: Home Energy Squad Enhanced May 2025  A smaller percentage of low-income homeowners were served in 2024. Things to Think About  This is a partnership, and currently we don’t ask CEE to collect demographic information about households they serve. This leaves us with a blind spot to whether or not this program is reaching across language and culture barriers. NEXT STEPS 1. Cross-promote when people call for assistance with maintenance projects. 2. Focus marketing on low-income homeowners. 3. Consider culturally-relevant promotion of the program. 25% 26%12% 0 10 20 30 40 50 60 70 80 90 2022 2023 2024 Low-Income Households Served As Share of All Households Served By Year Reg Low Income Housing Program Evaluation: New Home Program May 2025 New Home Program The HRA has supported affordable homeownership opportunities through the New Home Program since its inception in the 1970s, serving households earning below 80% of the Area Median Income. The program has shifted between acquisition/rehabilitation to new construction as opportunities have been available. Most recently, the program has focused on acquisition/rehabilitation with long-term affordability using the land trust model where the land trust retains ownership of the land and sells the structure to a qualified buyer. In the past, affordability gaps were covered by the HRA with a second mortgage that was due and payable upon the sale of the property or after 30 years. In 2023, the HRA authorized the Executive Director to forgive the mortgages when they reach maturity. Repayment proceeds have accumulated over time. Funding Source: CDBG, Affordable Housing Trust Fund, Pooled TIF G OALS & O BJECTIVES: Maintaining Affordability and Maintain and Improve the Housing Stock Provide long-term, affordable homeownership opportunities to low and moderate-income households and improve and maintain the housing stock when possible. Findings  The average HRA cost of new construction has been less than acquisition/rehabilitation due to greater partner resources and some low-cost, vacant lot opportunities.  The acquisition/rehabilitation model has allowed the HRA to continue offering affordable homeownership opportunities as opportunities for new construction have declined, and the land trust model provides for long-term affordability, spreading the costs over 99- year lease term.  $232,000 in repayments from the program’s second mortgages have accumulated in an HRA fund, which can be redirected back into this or another program. Quick Stats (2015-2024) Total New Homes: 10 Average Net HRA Cost: $87,000 Total Acq/Rehab Homes: 9 Average Net HRA Cost: $94,000 Remaining 2nd Mortgages: 9 Foreclosure Rate: 14% (7) Housing Program Evaluation: New Home Program May 2025  In recent years, the Program has been geographically dispersed: 0 1 2 3 4 5 6 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 New Home: Affordable Homeownership New Construction Acq/Rehab $0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 $160,000 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 New Home Program: Average Subsidy New Construction Acq/Rehab Housing Program Evaluation: New Home Program May 2025 Things to Think About  The last two HWR homes have been almost move-in ready. A secondary goal of the program has always been to improve the housing stock and increase livability. Should we encourage HWR to focus on homes in need of rehab? Do they have the capacity?  The past few years, HWR has only been about to acquire and rehabilitate one home per year and budgeted funds have gone unused.  At subsidies around $80,000 per unit, is the Program the most cost-effective way to provide affordable home ownership opportunities? NEXT STEPS 1. Send out targeted mailings to homes below a certain valuation with information about how to sell to WHAHLT/Habitat etc. 2. Consider alternatives to meeting goals of affordable homeownership and improving affordable housing stock (e.g., re-start First-Time Advantage program). 3. Explore new partnerships to increase capacity beyond one home per year. 4. Explore what other cities are doing for long-term affordable homeownership. A Richfield home had been vacant for some time due to medical issues of the owner. Given the condition of the home and lack of maintenance over the years, family members struggled to find a buyer willing to take on such a large project but were able to connect with the local land trust, Homes Within Reach (HWR). After a major remodel that involved gutting to the studs and replacing all the mechanicals and roof, a new homeowner moved in: “When I found out about HWR after unsuccessfully looking for a home that I could afford, I was ecstatic! They helped me all along the way through a lengthy process and enabled me to finally own a home.” Housing Program Evaluation: Transformation Loan Program May 2025 Transformation Loan Program The Transformation Loan Program began in 1994 and provides loans up to $25,000 towards value- added (i.e., transformative) home improvements with a minimum project cost of $50,000. The loan is a no-interest, deferred loan that covers up to 15% of the total project costs, forgiven after 30 years. Additional incentives are available for projects that include an ADU, accessible improvements, and energy-efficiency improvements. Funding Source: EDA Funds G OALS & O BJECTIVES: Diversify the Housing Stock and Increase the Tax Base I mprove and maintain an aging housing stock by providing financial and technical assistance to homeowners so they may make home improvements and undertake expansions to accommodate their housing needs. Findings  Overall, loan recipients tend to stay in their homes. For loans over 5 years old, the average loan age is 13 years old and there have only been 2 foreclosures since the program began. Quick Stats (since 2015) • 53 Loans • Average of 5.3 loans per year • Average Loan Amount: $18,506 • Total Expenditures: $983,342 • Total Amount Leveraged: $8,156,379 Housing Program Evaluation: Transformation Loan Program May 2025  Project expenses went up A LOT in 2024, and loan contributions may not be as impactful for larger projects.  Average loan amounts have increased. Housing Program Evaluation: Transformation Loan Program May 2025  While loans have been more heavily concentrated on the west side of the City since the program’s inception, over the last 10 years the loans have been more dispersed: A family is finishing their basement in order to create a space for their aging parents to live. Upgrades include a bedroom, living area, accessible bathroom and chairlift. A retired contractor is building an Accessory Dwelling Unit for his disabled adult daughter so that she can stay close by for support while maintaining some independence. Things to Think About  The program has been primarily focused on diversifying the housing stock and increasing the tax base, but we could look for ways to focus the program on more modest-income households.  As project costs increase, our loan contributions are less of an incentive especially for higher income households. Housing Program Evaluation: Transformation Loan Program May 2025 NEXT STEPS 1. Staff will analyze the effectiveness of incentives implemented in 2023 for projects that included an ADU, accessibility upgrades, energy efficient features, or duplex conversion. 2. In 2025 we began tracking the demographics of applicants (household size, race/ethnicity, income level). We will look at the demographic data collected from this round and see if there are any major takeaways. 3. We will explore ways to refine the program such as adding income limits, priority application periods, shorter loan-term requiring repayment for higher income households, etc. Before After Housing Program Evaluation | Apartment Remodeling Loan Program May 2025 Apartment Remodeling Program The Apartment Remodeling Program (ARP) was created in 2018 and offers 15-year, no- interest, forgivable deferred loans to rental housing properties with 4+ units. Loans of up to $10,000 per unit ($50,000 maximum per building) provide funds for maintenance and improvements to buildings that charge rents at or below 60% of the Area Median Income (AMI). A 1:1 match from the property owner is required. The Program was modified in 2023 to provide additional incentives for energy-efficiency and accessibility improvements and to allow rental property with 1-3 units to apply from August–December, if funds remain. In 2024, the Center for Energy and Environment took over administration of the Program. Funding Source: Economic Development Authority Levy G OALS & O BJECTIVES: Maintain & Improve the Housing Stock and Maintain Richfield as an Affordable Place to Live Encourage investment in the City’s aging apartments, focus on buildings that charge rents less than 60% of the AMI. Findings  The Program has been underutilized (75% of budgeted funds used).  Given the age of the rental housing stock and observations from Housing Inspectors, there is a significant need for the Program.  Small buildings (10-17 units) have been the primary users of the Program.  Windows, roofs, and parking lots have accounted for a majority of the (58%) funds spent. Quick Stats Total # of loans: 14 Total Amount Loaned: $523,892 Total Budgeted: $700,000 Additional Investment Leveraged: $611,000 Energy-Efficiency Incentive: $10,000 The owner of an 11-unit building read about the program on a flyer that was inserted into the rental license renewal mailing. She had taken over management of the building her father built and took advantage of the loan opportunity to upgrade exterior doors, paint, and repair siding and window wrap. Housing Program Evaluation | Apartment Remodeling Loan Program May 2025 Things to Think About  To truly address the maintenance and improvement needs of the community’s apartments will likely require a significantly larger investment.  Many buildings are owned by long-time owners without mortgages and any turnover leads to increased rents as new owners require mortgages to finance the purchase and frequently have a backlog of improvement needs to address. NEXT STEPS 1. Create a plan for increasing utilization of the program through outreach and marketing. 2. Create a plan for increasing the use of the energy-efficiency and accessibility incentives. 3. Assess the total need for improvements and the risk of building turnover and loss of affordability. 4. Explore/advocate for options for financing improvements at other levels of government. Consider focusing local resources on smaller buildings. 5. $55,000 of a $100,000 grant remains to be spent. The focus of the grant program has been to improve units of long-time tenants. Evaluate merging the grant funds into the loan program to get the funds spent. 6. Standardize the process for collecting loan data. Housing Program Evaluation | Apartment Remodeling Loan Program May 2025 Apartment Remodeling: Types of Improvements Windows Roofs Security/fob system Parking lots Doors Siding and Painting Misc. and Code items Carpeting HVAC Insulation Housing Program Evaluation | Deferred Loan Program May 2025 Deferred Loan Program The Deferred Loan Program offers no-interest deferred loans up to $30,000 for housing maintenance and repair projects to homeowners earning less than 80% of the Area Median Income (AMI), prioritizing those earning less than 50% AMI. The loan is repaid upon the sale of the home or forgiven after 30 years. The Program in its current form began in 1984 and was administered in-house until 2004 when it was transferred to Hennepin County. Funding Source: Community Development Block Grant (CDBG) G OALS & O BJECTIVES: Maintain & Improve the Housing Stock and Maintain Richfield as an Affordable Place to Live Provide no-cost financial assistance to low-income homeowners to repair and maintain their homes. Findings  The transition to County administration in 2005 has resulted in fewer loans being processed. The fewer loans is also a result of less funding as CDBG funding levels have declined.  A significant number of repayments have helped to sustain the Program.  A small number of loans (7%) have been lost to foreclosure/settlement/forgiveness ($440,000).  45% of loans since 2019 have been used for emergency repairs (e.g., sewer back-ups, water damage, furnaces). Quick Stats (1984-2024) Total # of loans: 479 Total Amount Loaned: $6 million Total Repaid: 272 Total Amount Recycled: $2.47 mil Total # Matured: 29 Since 2019 Households over 65: 48% Families w/ Children: 20% BIPOC Households: 20% The Program helps families, including the working family with children who struggled to make ends meet but was able to replace windows, siding, and insulation, thereby improving energy-efficiency. And the Program enables older residents to stay in their homes, including the elderly widow on a fixed income who was able to make accessibility improvements. Housing Program Evaluation | Deferred Loan Program May 2025 Things to Think About  Beginning in 2026, Richfield homeowners will be part of an all-suburban County Program, which could result in reduced service and local input. As of 2024, there were 2,003 households on the all-suburban waiting list, 110 of them Richfield residents.  Richfield is currently the only community with a 30-year loan term. Beginning in 2026, all repayments will be returned to Hennepin County for the all-suburban pool of funds, so more Richfield homeowners will be replenishing the pool of funds than homeowners in other communities. There are currently 133 open loans, 58 of which are older than 15 years ($1.1 million).  There is significant uncertainty regarding the future of federal funding, which could negatively impact the Program. NEXT STEPS 1. Quantify and prioritize the need for the program (e.g., 1,200 low-income homeowners are cost-burdened). 2. Consider forgiving all Richfield loans older than 15 years (58 loans). 3. Plan for the possibility that the needs of Richfield homeowners will not be met by the all-suburban pool. Consider and advocate for options if federal funding is reduced or eliminated. 4. Identify potential new partners to provide rehab loans for our lowest-income homeowners. 5. Encourage Hennepin County to create a separate emergency loan program and explore the creation of a local emergency loan program. I Housing Program Evaluation | Deferred Loan Program May 2025 Housing Program Evaluation | Richfield Rediscovered May 2025 Richfield Rediscovered The Richfield Rediscovered Program began in 1990 providing opportunities for the construction of new, market-rate homes . The HRA either purchases a substandard home and makes the vacant lot available for new construction, or it provides a $50,000 credit to an individual purchasing a substandard home and replacing it with a new home. The new home must meet size, design, and price minimums established by the HRA, and more recently, the Program has offered incentives for energy-efficiency, universal design, and “missing middle” housing types. The most recent “era” of the Program began in 2010 as the housing market began recovering from the foreclosure crisis. Funding Source: Pooled Tax Increment in the Housing & Redevelopment Fund G OALS & O BJECTIVES: Diversify the Housing Stock & Increase the Tax Base Remove blighted homes and diversify the housing stock through the construction of larger, modern housing options. Findings  For every $1.00 in net expenditures, there was an average $6.13 increase in finished home value.  From 2010-2024, there was a 10-unit increase in density.  The average subsidy and the ratio of value to cost was slightly higher for the Credit Program ($39,000 and 7.87) than the Lot Sale Program ($43,000 and 5.65).  The Program has been declining in recent years as home prices of even substandard homes have increased significantly. Quick Stats (2010-2024) # of Homes Built: 50 Total Subsidy: $2.11 million Average Home Value: $404,000 Total Increase in Home Value: $12.99 million Average Value to Cost Ratio: 6.13 The HRA purchased a tax -forfeited property, which had been vacant, neglected, and off the tax rolls for over five years following the death of the elderly owner. A local family worked with a builder to design and construct their dream home to meet the needs of their growing family. The property went from a tax value of zero to its current tax value of $ 573,000. Housing Program Evaluation | Richfield Rediscovered May 2025 Things to Think About  The Program is less active because there are fewer substandard homes available, and the primary source of funding is declining and demand has increased (e.g., being used to purchase substandard commercial properties).  There are still substandard homes where removal is the optimal choice (e.g., Code Enforcement troubled properties, early “cabins” and “garage homes”); however, the cost of even these homes is making the Program less economically viable.  There are two vacant lots remaining, and efforts to construct “missing middle” homes on the properties have been financially challenging. Additional HRA subsidy may be required to accomplish this goal. NEXT STEPS 1. In 2025, continue to market the remaining two lots for “missing middle” housing, considering reduced lot price, and search for new partners. 2. In 2026, if no duplexes are moving forward, reconsider the goals for the lots. 3. Identify remaining substandard homes to determine the number of future opportunities. May want to reconsider “appetite” for amount of subsidy considered given potential for increasing tax base. Housing Program Evaluation | Richfield Rediscovered May 2025 0 1 2 3 4 5 6 7 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Richfield Rediscovered: Market-Rate New Construction Lots Credits $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 RR: Total Home Value Increase v. Net Expenditures Value Increase Subsidy May 2025 16 Richfield HRA Housing Program Evaluation Next Steps Compiled – to be added when report is finalized May 2025 17 Richfield HRA Housing Program Evaluation Appendix A: Selected Goals from Guiding Documents Strategic Plan • Increased Tax Base (New Housing Units, # and Net Increase) • Maintain Richfield as an affordable place to Live (housing cost burden, housing unit affordability) • Diverse Inclusive and Thriving Hometown (Reduction in homeownership disparity) Climate Action Plan • Promote Renewable Energy Installation and Purchasing (rental property owners and homeowners) • Encourage Sustainable Design & Building Practices • Reduce Waste Generated & Promote Responsible Disposal Comprehensive Plan • Urban Hometown Definition: "quality housing" • Urban Hometown Definition: "cultural diversity" • Goal: Maintain and enhance Richfield’s commitment to housing maintenance, rehabilitation and redevelopment, resulting in an attractive, desirable and prosperous community • Goal: Provide a full range of housing choices that meet residents’ needs at every stage of their lives and ensure a healthy balance of housing types that meet the needs of a diverse population with diverse needs. (related: Maintaining a diversity of housing types and price ranges.) • Sustainability & Energy Goal: Install solar panels or similar energy sources on public buildings and encourage owners of businesses and private property owners to do the same • Framework: Strengthening and enhancing the low- density residential areas of the community • Framework: Emphasizing sustainability as a measure to ensure the future economic, environmental and social health of the community • Community Engagement: more housing options, value affordability May 2025 18 Richfield HRA Housing Program Evaluation Appendix B: Census Data Richfield 2020 Race and Ethnicity Hispanic or Latino 18.4% White alone 59.0% Black or African American alone 9.7% Asian alone 6.6% American Indian and Alaska Native alone 0.5% Other, more than one race 5.7% Richfield Financial Characteristics of Households Units With or Without a Mortgage ACS 2023 (Table S2507) income in last 12 months HH w/ Mtg HH w/o Mtg Less than $10,000 73 10% 63 6% $10,000 to $24,999 180 26% 309 29% $25,000 to $34,999 98 14% 365 35% $35,000 to $49,999 346 50% 312 30% Sum of Households 697 1049 Count of HHs not paying 30% or more of income 19 531 percent paying <30% of income on housing 3% 51% Nearly all low-income households with a mortgage are cost-burdened, about half of low-income households without a mortgage are cost-burdened. Cost-burdened households are more likely to experience difficulty affording basic living necessities. Most of these 1,700 homes owned in Richfield qualify for assistance in our programs. Richfield Renters Gross Rent as a Percentage of Household Income ACS 2023 (Table B25070) Less than 20% 29% 20 to 29 Percent 27% 30 to 39 Percent 13% Greater than 40% 29% May 2025 19 Richfield HRA Housing Program Evaluation Richfield Renter Cost Burden by Annual Income Gross Rent as a percentage of Household Income by Annual Income ACS 2023 (Table B25074) $10,000 to $19,999: $20,000 to $34,999: $35,000 to $49,999: $50,000 to $74,999: $75,000 to $99,999: $100,000 or more: Less than 20% 5% 5% 2% 12% 53% 83% 20 to 29 Percent 11% 5% 26% 47% 39% 15% 30 to 39 Percent 6% 21% 27% 20% 5% 0% Greater than 40% 75% 69% 43% 21% 3% 2%