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HomeMy WebLinkAboutagenda.council.joint.20100406MEETING AGENDA Apri16, 2010 4 PM Council Chambers JOINT WORK SESSION OF CITY COUNCIL & BOCC 4:OOpm Housing Guideline Revisions Potential November Ballot Questions Expired Building Permits S:OOpm Executive Session 6:OOpm Adjourn MEMORANDUM TO: Mayor and Council Board of County Commissioners FROM : Tom McCabe THRU: Barry Crook DATE: Apri16, 2010 RE: GUIDELINE CHANGES AND RECOMMENDATIONS APPROVED BY THE HOUSING BOARD SUMMARY: The Housing Board has approved some minor changes as well as a few a policy changes which are being forwarded to you for consideration and, hopefully, adoption by the City Council and the BOCC. These changes only includes through Part III of the Guidelines. Other sections will be brought to the BOCC and City Council for review at later dates. GUIDELINE CHANGE REQUEST: We would like to take this opportunity to ask both the BOCC and City Council to approve the following Guideline changes. If both City Council and BOCC endorse the changes, APCHA will bring them to each entity for fmal approval. Staff has outlined only the major policy changes or additions. The other changes in the attached Guidelines are minor changes that provide clarification and more concise interpretation of the procedures that are being utilized by the staff. Polic~ges and/or Additions: Page 12 Paragraph #12 is new language that has been recommended by legal counsel, Tom Smith. This will provide latitude for the Housing Office to deny an individual access to deed restricted housing under certain circumstances. Page 14 Pazagraph #4 is new language that has been recommended by legal counsel, Tom Smith. See pazagraph above. Page 22 There are two major changes recommended on this page. Language is being added in pazagraph #10 that allows the APCHA to be more pro active in the compliance area by conducting random audits on a yearly basis. A random number of households will be chosen and requested to provide documentation as to residency in the unit, working full time, and not owning property as specified in their deed restriction. The documentation could include, but is not limited to, tax returns, W2's, paycheck stubs, etc. Page 1 The second change on this page, Paragraph #12, is the same language that is being requested to be incorporated on Page 12. Page 24-25 In the first pazagraph, additional language is being added that if someone has provided false documentation, the household will be disqualified from entering into any more lotteries. If the household is found that they had provided false documentation AFTER they purchased a unit, they would be required to sell their unit and pay an additional 2% fee (for a total of a 4% sales fee) of which would go into APCHA's legal fund. Page 29 Paragraph #3 is clarifying the exchange of adeed-restricted unit from a parent to an adult child. In order for the pazent to do so, the parent must be leaving the program in order to transfer ownership of the unit to a qualified adult child, unless the parent is moving into a rental situation; e.g., Aspen Country Inn, or some other deed-restricted retirement program should one be created. If the parent has won another unit, they cannot transfer their current ownership unit to their adult child. Staff is also requesting that the transfer fee of a unit to another qualified household as stipulated in the Guidelines be increased to $200. Page 30-33 Listed below are a few policy changes included in these pages: • Additional language is being requested to require an owner of one deed- restricted unit moving to another deed-restricted unit to list their first one within 30 days. Currently, a household can bid in their category or up into any other categories. This allows for a Category 1 household to bid on Category 1, 2, 3, 4, 5, 6, 7 and RO housing; therefore, the higher category households have to compete with the lower categories as well as households within their own category. Another issue is although a lower category household may have the funds to purchase the higher cost unit, the day-to-day costs and the HOA dues make it harder for the lower category household to make ends meet. Staff is requesting that a household can bid in their category and only one higher. • Staff is requesting an additional priority be added under each type of unit (i.e., studio, one-bedroom, two-bedroom etc.). This last priority would allow a retired qualified household (someone who worked here full-time four years prior to retiring), but has never entered into any rental or lottery program of APCHA's, the ability to purchase a deed restricted unit. All of the other pages with changes are for further clarification, to indicate the staff's procedure on a specific policy, or to make it easier to read and understand. RECOMMENDATION: Staff is requesting that City Council and the BOCC approve the recommendations stated in the attached sections of the Guidelines. Page 2 1 CREATION The Pitkirt Cautty Bom'd of Con[nrissianers (orrrred a Housing Autkority by Resuhrtion ;1'0 7.1-5 J r,n Ocrnber 21. 1974. The Cih• Co[nrci! adontc ~! Ordinance r1'o. 49 /series o(l97(,j on October 1h 197Fi crerlNm~ tn~ulerrue h[cnnu lrnrr~in_~~. T4r=r+i;;<, ~~r~.;,~;~rr,rr x-rr+-e:~rrr~rl-tr~1~=~ There were two separate entities at that time -the City and County. Tn -1~~1/1981,an Inrergorenrn[enml to 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 Authority. The Auilrority is currently corrrrolled ender the AuNraritr a hick a cut inrtr eJle~ct on December ?g. 1007 The entity became the Aspen/Pitlan County HotrsingAuthoriry in November of 1988 so that the entity could do the following: • incur debl • borrow money • secure mortgages • obtain grants, gifts or otherwise • obtain firndsfor implementing, completing and operating housing projects • condemnation There were two rr~>+-legislatir>}r> ~ ~ rrr!c that passed in 2001 relating to Housing Authorities -- House Bill 1172 and House Bill 1174. Both Bills expanded the duties of Colnra~l~r Housing Authorities. The City of Aspen, Pitkin Co[ntry and the Community support the Aspen/Pitkin County Housing Authority. There are hvo main funding sources for the housing program -- a Real Estate Transfer Tar (RETT) and a portion of a sales tax c~rl'cd tke Hox ciue, Drn• Care Ta.r. The RETT is a 1 % transfer tax on the sales price of all real estate sold within the City of Aspen only and does not apply to the first $100,000 of each sale. (h•erl_ra;~tricterl [uric an• c.rernnr rum rho l~fiT_T _The 1~FF-alerte-rfri.s~~r3~-tutlFter[-Ih~=,tirrr~ar=-rlre-er k-1 .retrirrr~v~rr~g+rm[-trtril~t_~t~r;A2d fo;--r[-,~IrirYl-trrrrev:r_'t#1Hirr<trr arlr{rriorrrrl _'l1 i~errrs--ne~;r'~~°',~?~ Nousine/Day Care Taxis .4.i% o(a 80A5 sales tm•. Both finrdine sources are volatile and rely on economic cartlitions which causes tke Turdin~ to rare l•om Bear to year. Both tares tree! hr t•on1 o(!he roter-s irr 1048 mtd were extended tu[ti! December 31.1010. The Authority was established for tl:e purpose of effecting the planning financing, acquisition, consUuction, reeonstnrction or repair, maintenance, management and operation of housing projects pursuant to a multi jurisdictional plan to provide residential facilities and dwelling crccommadations at rental or sale prices within tl:e n[eans of persons of low, rnoderate,rtr:~? middle unrl 1[i,~ha r income who are permanent residents and persons employed L rinru in the City and Cotmty. Guidelines Amended 03/2010 Page 1 4 3 Housing authorities are created by Section 19-1-204.5, Colo. Revised Statutes. The Housing Board 44 consists of afive-member (with an additional alternate) Board of Directors that lre 1p r~ make policy i.~ ear ~~, r nn~ ~ r 45 nn. iue r rJAr~d sf~~~ in grierarrce Ireruirr~. ~e;;~et,of-1~,_, t~;z-l:rttr~ri;.;~-rlar+lH+NJr 4 6 fT• .. ,, fre-E~Fysf .~t,.. i Y.... 48 Guidelines Amended 03/2010 Page 2 4 9 ~ PURPOSE A ND INTENT so 51 52 "To assrtre the existence of a supply of desirable housing for persons currently employed 53 in Pitkin County, urnirttrtur Jrnrr.cin~ rnr tho~r~ pcrsnrcc irr dcerl-rc~.chiclcd hou~in~ rrhn 54 retitz~r! us tlerTircd herein, persr>rrs-xhrr-tr~~r~°-c~rrrplopt~r!-irr-1'itLiu-Crrrrn.i [rriur-trr 55 retir•e~r;rtrrrt; tht~rrrsrdiFrrppe=r~ and ot)rer qualified persons of Pitkin County ns defined 5 6 ltereirr. " 57 5 8 - AsperdPitkin County Housing Authority's Goa! - 5 9 (Originally Adopted 7983) 60 61 62 Each year the Aspen/Pitkin County Housing Authority (hereinafter the :\whr+~it~ E 1a.t~i:~ LAtf:~e) 63 establishes Guidelines that govern the development of, a:lttti-~iont~i:riifiattion G~_;~~ and occupancy 64 of deed restricted r:!~~x~4a>le-house units for Aspen and Pitkin County. The guidelines support 65 the Authoritv'~h~>Etein:;-Flffit~5 goals and are not intended to supersede City or County Land Use 66 Codes or theadaptrdlocall'nifi~t,rrBuildingCode. 67 68 The Affordable Housing Guidelines respond to housing needs in Aspen and Pitkin County as 69 I identified by the_1~pen Pitkin Counh~ liuu~im_1u_(ltoril~ f _\PCH:11Hk•,t~i:;~,-C)f:ae. The 7 0 guidelines are used to: 71 72 Review land use applications 7 3 • Establish employee rental rates 74 • Establish employee sales prices 75 I • Establish criteria fox qualifications,~~nrl occupancy, c~~utinuryl rli~~ibility and r~~,nhli:~n.~~ 7 6 • Develop and prioritr~e current and long range housmg pmgtams 7 7 I ~_Provide mfonnation and a process for developing affordable housing 76 • [inl~xtc,t nl I the i u ci,t~m i~fthe (i a m~>, - - - -- - ---- t ~- a i.l h~,d l t~ icti~.m 79 8 0 It is the intent of the Housing Program to provide housing opportunities for pe>sons who are or have 81 ~ been actively employed or self-employed in Pitkin Cotanty in businesses: which provide goods and 82 services to individuals, businesses or institutional operations in Pitkin Counry. 83 84 as 86 These Employee Housing Guidelines shall remain in effect until such time as the Housing Board, the City Council and the Board of County Commissioners approve new or amended Guidelines. Guidelines Amended 03/2010 Page 3 87 HOUSING BOARD POLICYSTATEMENTS as 8 9 The purpose of this section is to assist the staff, development community and public in understanding the 9 0 Housing Board's philosophies regarding various aspects of the program. These Policy Statements will be 91 reviewed and revised in detail by the Housing Board every three years n_itlr-miner :!~.imini>tr.iti~, ~ ~h:.n,~: 92 ,',~!,.~, n a^ a, ncc<ied b.r,t' and a ~ : rlc i.n,l.it 1 ~i n... ~ .. r~nrll roes r.nd . I~: hi.i_~. 93 94 AFFORDABLE/1VORK FORCE HOUSING 95 96 As the purpose states on page 2, the existence of the housing program is to provide housing opportunities 97 for persons who are or have been actively employed or self-employed in Pitkin Couniy and Aspen in 98 hu~in~r.:-.;na which provide goods and services to individuals, businesses or institutionaloperations in 9 9 Pitkin County. The term "affordab]c housing" is used interchangeably throughout this document as work 10 0 force housing. All deed-restricted housing, of any type or Category, requires an individual to: 101 102 1Vork full-time in Pitkin County (due to the scasonnl nature c~ tl:c-se:t;,~n::!ity of the town, 1 D 3 full-time is defined as working 1500 hours per calendar year) and as defined herein; 104 • Ctilize [heir home as their primart residence: and 105 • Not own any other developed property within the l:!~a; ir!t; , nr1: \ tt'Ir~ t t,~ ncr.hi!,_ 106 I~:~clu~iou "Lune as defined in Part X,Defrnitions. 107 108 There are other specific criteria for the category units and for the RO units, and these are spelled out 10 9 within this document. Most relate to maximum household income and maximum assets for the specific 110 category umt and/or I:z-~pr~rt! RO umts.._ I I !~~e~ er, the decd rrstt ictinn for each unit ~~ ill ptncide tLc 111 ~,e~i!! lilt ,r f r t!tg unr[ It i~ un~i t to,~ I that then ue a tiaricty nfdzed restricti;~ns in ourdiro~_r.un 112 rmS Il~,~t t!i. nnl! !Jual d~ul r«lriru~ n should he iecie~~ed. 113 114 115 I Mitisating for Dcvcluumcnt A€fortlabli Housin;; Impacts 116 117 I The Housing Board has prioritized the following ir.iti_~,aion options in order of preferencet#rl+rodin~ m 118 tht-sitrlecatien: 119 120 1. On-Site Housing -that the location of a deed restricted properly used for construction or 121 redevelopment of a property For mitigation purposes be either next to or attached to the 122 development. 123 124 2. Off-Site Housing -that the location of a deed restricted property used for construction or 12 5 redevelopment of a property for mitigation purposes be at a separate location approved by the 126 I Inl!,,~i, c'1~ t ::^ t ~11~:>. I I , i• ,_ r. ,il n., rim, ~ il! a >i! _'~~ r r.t I e r,i,r,,~. 1 ! 1_;ul_C~i ii. - 11:=- 127 i,l.t << ml ler, - - - 128 129 I 3. Cash-In-Lieu or Land-in-Lieu -that the applicant for a development may, +:~.r~~-~r:~n 130 .,~n'i:ions-and saljtet-t~r;;r!,eitrreclciirem~nts; satisfy the mitigation requirernentbypaymentof 131 an affordable housing dedication fee or a donation of land. The preference of cash or land shall 132 be determined on a case-by-case basis. Guidelines Amended D3/2010 Page 4 133 134 I Development and Construction of :1~€o-rd-fi-1}leDeeci- 13s Restricted Housing 136 137 The 1PC11 \ 1-Irt:~ie~~ Board_ ~~f Uir~~t~~rs has prioritized the following t>, tip=F~~~_~hi_.ii~~_ in order of 13 8 preference regarding the h iehea nerd of types of units to construct: 139 14 0 The private sector priorities for development should be as follows: 141 142 1. For-sale type units whereby the average sales price is no higher than Category 3 and the units 14 3 consist ofone-bedroom and two-bedroom units, with associated RO units 144 I 2. l.Iii.~_-hc.ln:,~.mf+s, ~,~.}v~.~ir:ri~~! sales units (Categories 3 and 4) 145 14 6 The public sector priorities For development should be as follows: 147 14 8 I . Entry-level rental units consisting of 1-bedroom Categories 1 and 2 14 9 2. For-sale units consisting of Categories 2 and 3 1-bedroom and 2-bedrooms 15 0 I 3. 1 h rerhe~.': ~>un#~.:-yam, >-»t~~i sales units consisting of Categories 3 and 4 151 152 Ih; deed restrictions on mitieate,.i hou~in^_ unity shall remain airh the unit, in nemetuity.-~ Formatted: Justified I 153 Developer and owners shall provide all rec~esredpapernark to the satisFaction of the APCHA 154 pperations manager, before obtaining a certificate of occupancy for said units. Only qualified 155 employees may reside in the deed-restricted units. and current documentation of said entplovee 156 qualification will be pro+ided to the APCHA qualifications specialist. 157 Guidelines Amended 03/2010 Page 5 lss PARTI. 159 ~ _UI~ED-RESTRICTEDIII=~~1I~~-!!>,'_-I:-'HOUSING CATEGORIES 160 161 162 4{,e!12-t~;ta=~}-~~.r~~:a;~~;t:tl>li-lrtt;,l-tr;~IrmznF~~r-P4a=.rt~.>,-i,~-ltt'tt_itr__yr.-itltttr-t1~r'i;ttn~ttettif;,- 163 Rental rates and sales prices are established in these Guidelines and they aonly ••'-~,~„~ °-- °--••~~•'m to 164 employees one'.-kuttili:e of C.itecnn I thri;iieh R.1)h;tt~et~-l~~nederttta-(fat°~;~ai,itllz 165 ft=ateaar-}=-1~att~4-t:l?p~r-tnic]<!le-{Eatr~atie~--~,-~~; --;,:t~l-I;A) income levels as defined hereinrc~}at~t~~ 166 lt~ttsitr~?-.t;--in-:~-+pzttzttti-RitleitrEectetr. In order to cant' out this objective, d:~rl-resttictedafferdai3lr- 167 housing twits are categorized with the inli~nt_to reflect l,al~~lrh income levels-th_, - -•t 168 {~attlrit~Ser-tjt~n;-l-;tn'~--~,~.~t~~., 169 170 C'u<<ay l lou•-income level ___ Crye~n,-r? lu„'<r r,~,n(~r,;::' r,rcome level 171 Cu!c_~an• ; u~~t•rnt~id,°ral~~-hu•nmelrrr!_ - - --- C'nlcy_, t -J,tlicl~l'~'-ir;,,;,:rt' l~'t~l 172 ('ufe~„rr j. (.7anrfR(?unJ_~r„__dcllc-irrnn_t•?, rI 173 174 175 SECTION 1 176 INCOME CATEGORIES 177 178 Prior to 1990, income categories were designated as low, moderate or middle income in accordance with the 179 applicable guidelines at that time. In 1990, APCHA redefined the terms and established four income 18 0 categories in an effort to create a greater variety of units to serve the community's income levels., along with 181 Resident Occupied (RO). The four income categories were equated to the past income categories and 182 adjusted annually using the Conswner Price index (CPI). ht 2003, Categories 5, 6 and 7 were added. 183 184 Cturent income amounts were derived from 1999 data collected by the APCHA including. 1999 Housing 185 Survey of Pitkin County Employees; Colorado Department of Labor and Employment reports; Colorado 186 Department of Employment and Wages reports; U.S. Census Bureau: Flow of Funds Accounts Report and 187 Annual Expenditums Per Child Report; and Housing and Urban Development Data Sets, htcreases from 188 t! .- _• ;ii,,,~,int;_ar_tlclet_i'nin~~d :mnu;illy__h.> _il i;lvui--ih~ ('NI of +"'.>, tshidr~~cer is lo~.cer,_gf dte existinH 189 m;t~innnn in., m~ 1!~_rl: .. d-,+~t ,_~. ~, ,,,ei<tt u,tre: l.~.c-lad ~-f .-ti-; nom' t-t':., r`,~,~,,,,,~^:,:~n 190 sa~tiatt} - - 191 192 I The 19~i9 survey of employees within Pitkin County determined the median household income for 193 households with zero and one dependent was $60,000. 194 195 E!r?~;~+~;--L.-'-t>:~tt2rntrr:'~=~=~~ {-':N~;r,~:=?,+:;,r:-rr-.~Kr:ttr-:..=.~;,~!-;-=( 196 ('~ttr,~?r~>-t:~.>iT; rrr-x!rra~.-r:r;,-r:+':°= ~Yf- --E'rr? --r+r:'~.-'T?~(r:rt-r:r~J.-~~I 197 ~' ~ ;~+;-i-~,-=-r+i.'-I~F~t.; ~v-rrr~-ltl=ri -~~~ tom,,.-f 198 19 9 The maximum gross household income (defined in Ute Definitions) for each income category is set forth in 2 0 0 Table I. 201 202 the toll,-,~~ in<~ nrnreJurc m:n U~ uii!iir,l ht a ciu~.diJi~~t1 hoa>chuld ,t itit a (.ti~~~~,t~ 1. ' ur 3 i:;c~,;a 203 level, but net assets arc :realer than Catezorv -1, desiring to rent or aurchase a Cnteaon' 4, ~, 6 or 7 204 uniL• Guidelines Amended 03/2010 Page 6 205 206 [f the household's net assets exceed the Category 4 net asset limit, ter-each ntw 207 4TOaseheld-+c-'tth-nt'afc~oiti -1; 2 er 3 income, Orinr to eonsh action of ihe-tirst~t-ase-at 208 RF:Eli~enle--R-ei~c!t,-t?}ia>?Isr~ti;i~:-r,x-Ehoil~,itl-Eye-1:,d--in-c.:Ic:ESr.:e-i~>c~~:}:z-~.^^~. 2 0 9 $45,000 of e~eess-assets over $1'75,000 (the Category 4 asset limit) will be cen-reFted 210 t~~trcated as $4,152 of income and added to the Grass Household Income. -:-him-is-Ed}e 211 ;uno~nlNtckessar} to i;urc'::ztie'?~~~i her :n~snil; etr~~~~rl,:~^e.a a:: 8.5''-'o interesN•ate 212 t~~r-?!1-xn++- However, should a household's net assets exceed $90000Q that 213 household will be ineligible for decd-restricted housing. THIS 214 a11C tIIOD(~1-Of1'PKOCF:DI RF: O)\ZY ALi.OWS FOR A HOUSEIIOLD TO 215 MOVE INTO CATEGORY 4 f)R ~C(l~ I:. 216 ^-i Formatted: indent: Left: 0.5", Right: 0.5"~ Tab stops: -0.19", Left + Not at 0" Guidelines Amended 03/2010 Page 7 217 TABLE I 218 MAXIMUM INCOMES SY CATEGORY 219 220 Maxumm~ rr::±r.! incomes fur nualiiial ten.uil~ are different than maximum gala-inwmes fir ifialitieil 221 l~wri~.,=~. Due to the nature of the working adult in Pitkin County and the wages that are required to 222 maintain a consistent employee base, the Housing Office and Boazd have recognized the need for a higher 223 allowable income adjusted by the number of adults and the bedroom mix. Maximum s::1rY-incomes !yr 2 24 h,~.~a,n_>, rs aze not attributed to the ntunber of bedrooms, but will remain the same per household, with an 225 adjustments•.~f~~rdependentsonly. 226 227 Maximum Incomes for RENTAL Units Only 228 (See Income Verification, Part II, Section 2, No. 1) 229 No. Of Adults Cate or l Cate o 2 Cateeo 3 Cate o 4 230 231 One Adult $33,000 $50,000 $82,000 $133,000 232 TwaAdults 47,000 75,000 123,000 198,000 233 Three Adults 56,000 88,000 143,000 232,000 234 Net Assets not in Excess of 100,000 125,000 150,000 175,000 235 236 237 Maximum Incomes for SALES/OWNERSHIP Units Only 238 (See Income Verification, Part ^t, Section 2, No. I) 2 3 9 No. Of De endents Cate o 1 Cate o 2 Cate o 3 Cateoo 4 240 ODependents $33,000 $50,000 $82,000 $133,000 241 l Dependent 40,500 57,500 89,500 140,500 242 2 Dependents 48,000 65,000 97,000 148,000 243 3 orMore Dependents 55,500 72,500 104,500 155,500 244 Net Assets Not in Excess of 100,000 125,000 150,000 175,000 245 246 Maximum Incomes for SALES/OWNERSHIP Units Only 247 (See Income Verification, Part Ill, Section 2, No. 1) 24 8 No. of Dependents Category 5 Category 6 Category 7 Category RO 2 4 9 0 Dependents $142,000 $155,000 $172,000 N/A 250 l Dependent 149,500 162,500 179,500 N/A 251 2Dependents 157,000 170,000 187,000 N/A 2 52 3 or More Dependents 164,500 177,500 194,500 N/A 2 53 Net Assets Not in Excess of 200,000 225,000 250,000 $900,000 254 255 I NOTE A household t:~ ~muy qualify to purchase a unit in 1_hzir ~nt~li~;ih!~° ~ if~sr,i~ and in ih,~ i ~t I,i ~ht~! 256 ,_ie_ ,~;' _',-{ - il: - 257 Guidelines Amended 03/2010 Page 8 258 SECTION2 2 59 RESIDENT OCCUPIED UNITS 260 261 In addition to the income categories for affordable housing units set forth in Table 1, affordable-housing 262 units may also be designated "Resident Occupied" (RO) units. Persons shall occupy RO units who qualify 263 as stated in Part III, Section 1 and 3, Qualifications for Purchase of Resident Occupied Units. Resident 264 Occupied units with deed restrictions recorded prior to the establishment of the RO Guidelines a~•e subject 265 to their individual deed restrictions. Information on Resident Occupied Units is also found in Part V, 2 66 Section 6, Sale or Resale of Resident Occupied Units; and Part V1I, Section 7, Resident Occupied Units. 267 Guidelines Amended 03/2010 Page 9 268 269 270 271 272 273 274 275 276 277 278 279 2ao 281 2e2 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 PART II. RENTING AFFORDABLE HOUSING SECTION 1 TE\:~\T QUALIFICATIONS TO RENT AFFORDABLE HOUSING 1. To qualify, be eligible, and remain eligible to reel arrd reside in an 1 ~-;~--~.,,,-a--° °`furdable-hotuing Formatted: Indent: Hanging: 0.5", Numt?esed unit (Category 1, 2, 3, 4, 5, 6, 7, RO, or long-term at Macolt & Tniscott), e:cce ~tf t~~r ;~L~~~~ed + Leve: t + Numbering Style: i, 2, 3, ... + Start at: 1 + Alignment: Left + Aligned at: seasonal, housin g un it , a person/ltousehold may not exceed the follon inYt~ar~t ~taaat rke-krlk+~trw_ 0.25" + Indent at: 0.5", lab stops: 0.5", left ~ ~ , ,>,...,t.t. r...t,.,... c-fiteria-and-[nusF~3etl~c~>Tc: t~t~,rt,:~t??~,.t? rtnre~tn~?n~1-netassetsa>~.tipul~Ec~lt:,z.,~-.~„~-.,cam +Notat 0.35" Maximum Incomes for RENTAL Units Only (See Income Verification, Part II, Section 2, No. l) No. Of Adults Cate o l Cateoo 2 Cate o 3 Cate of 4 One Adult $33,000 $SQ,000 $82,000 $133,000 Two Adults 47,000 75,000 123,000 198,000 Three Adults 56,000 88,000 143,000 232,000 Net Assets not ut Excess of 100,000 125,000 150,000 05,000 2-1. I;~ uu,,lil_t_~r ier_;_nc_._,t prrson'hou~huld must hf_e a full-time employee working in Pitkin County for an employer whose business address is located within Aspen or Pitkin County, whose business employs employees within Pitkin County, whose business license is in Aspen or Pitkin County, and/or the business taxes are paid in Aspen or Pitkin County (if an employer is not physically based in Pitkin County, an employee must be able to verify that they physically work in Pitkin County a minimum of 1500 hours per calendaz year for individuals, businesses or institutional operations located in Pitkin County end that the work necessitates that employees be h;iud in 1'it},in C'ountv); or be a retired person who has been afull-tune employee in Pitkin County a minimum of four years immediately prior to his or her retirement (as further defined in the Definition section and such relircd ]~~r:,an has not been ahrnt_Ilrm the Rnarin~ Fork ~'allev ha nu~ic_ than Qv0 yews); or h_a handicapped person residing in Pitkin County who has been afull- time employee for a Pitkin County employer a minunum of four years immediately prior to their disability as defined in these Guidelines.: , r ~In a two-person household of two adults only (no dependents as defined in the Guidelines), both adults must be working in Pitkin County to qualify for an additional bedroom_ If a h~o-~ arent br~lnrom Guidelines Amended 03/2010 Page 10 Formatted: Highlight Formatted: Highlight Formatted: indent: Hanging: 0.44", Numbered + Level: 1 + Numbering Style: i, 2, 3, ... + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" Formatted: Indent: First line: 0" Formatted: Indent' Hanging: 0.44", Numbered + Level: 1 + Numbering Style: 1, 2, 3, ... + Start at: i + Alignment: Left + Aligned at: 0.25" + indent at: 0.5" Formatted: Highlight eatlr;-the-sl~.tts~€-arty-suelr-rmpleyc~-r d ....,a ~..~ ., a... _..A,.., 1'..'„` :.6 •6.,. .. .a:r..,~.,tRpleyc~rettr Ism 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 ~3 Upon rental of the unit, employee(s) inu>t<`n:'I occupy the unit as their primary residence_r,;t l~:.a nine m~nrths out ofecerv c:~lrndar cc:u}. Vii. The tenant must not own developed residential real estate or a mobile cn ur:unitnctur~f home.. ~~r ha<< .:n intrrest in a I_I~~cn;rininTt„ u:ch dc~el~~ rl ,d residenli;il rc ~1 c>i_ilz nr a m~~hilc home, in those portions of the u~tn,r;liip I ~.clu:i„n 7~mc;:+a;tri;r_-l e~f~. ~=allrr as defined in Part X, Defmitions. If the tenant ,!•>e~~wns developed residential real estate or a mobile home in those specific areas defined in Part X, Defmitions, the tenant will have 180 days to ~t+~tr~~.e~fscll said 7-l. If vacant land is owned in the portions of the O~~nershin l_xclusi,vr Z~meRr•.:rir., f,•;=:-`,'all,. as defined in Part X, Defmitions, while leasing an affordable-housing unit, the land must remain unimproved is ,': Jar i•+r_th~ I n,i_nt t ~ ; i_i i:n c!i- r1i1i:;_~1. If the land is improved with a residence, the rrnanttrrdi+i~'.t+..1 must then in,in~c!iu,l^relmquish the affordable-housing unit by vacating the rental unit. Upon approval of a building permit, such owner shall have three-years to build on such free-market lot. If the residential lot (whether free-market or deed-restricted) remains undeveloped after thethree-year time frame, the owner must sell the lot within 180 days or list the deed-restricted unit according to their deed-restriction. NOTE: Persars owning improved residential property ,rirhLr 1hr• O~; rrr~r:arrn Ere krsinrr %orr~. residing irr affordable lousing prior to May I, 1994, x'il1 be allowed to retain ownership of that residential property and still be eligible to reside in affordable hoersing. However, once the residential property is sold, the person residing in affordable housing may Trot acquire addRianal residential property and still m«rnnria r~°rr~rrrr-:^lh;hl<<•li_'rhi!rh• to reside in rrJjrr,lr~rlydr¢vl-rn~h'iN~°~/ housing. Prr~ons areas specified in the O+snership Esclu~ion 7onc. 83. q=he-terranHnusE-have-Eo6al-ctn~rnt-I:I lousehold income and assets mav_hc no greater than the maximum amount specified for the f,:+;i~ta~r:_:1~1,1iral•h: Category 1, 2, 3, 4, 5, 6, 7 or RO unit. :,~r}LrzwtaF-~-lte-has :'1~sets +~hich h:r~~ hr~n_ assigned, conveyed, transferred or otherwise disposed of prolx:'y within the last two years without fair consideration in order to meet the net asset limitations shall be i;ta:i~ihla_~alue~l at fair mgrkct t~ri~c. Maximum net asset limits for households, which consist of at feast one ylualiticd ent~~l.n•ec r}tin-of retirement age, arr_>'ir!I ht 150%of the applicable income category._Iair Market Value ,~ ill 1?e d~~t~~m in,,l hy_an_a±h;aiser of \I'( I_l \_ _ ~, a ,,l1~ai,l F t~~nar_t. H9. If the tenant's residency began prior to c;,~;rrslrip_rn~ui~itirn by the City, County or Housing Office Ias a result of a "Buy down" situationj, and the tenant's residency has been continuous since that tune, the tenant must qualify arty as a full-tune employee; _- -I •.:~ t~;~:::,t-~' ><~.-r-•;-!,:> ,- ~.' ..lexi=;tr-:: ~=.er-,'r; income ~~t;rnd asset pravi'sa;rs limil;rtii':u ~?o n~~l ~i~'~lv. The tenant will be required to pay rent commensurate with his or her household income regardless of the tr~s category of the unit. Guidelines Amended 03/2010 Page 11 how the property is to be disposed. 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 147. If a tenant or potential tenant is under review fora non-compliance issue, the tenant or potential tenant will not be approved and/or his or her lease will not be renewed until the non-compliance issue is satisfied. I l,~c~eler. it the n~~n-~~;mhli.u•,re_~ ifg~n•~~~d :m_iareciuus violation by AP(I I:\, S I I . An emergency worker may be placed era-thri n the top p~?:~ ition of the rental sign-up list if approved as a qualified Emergency Worker through the Public Safety Council Committee review and as defined under the Definitions section herein. The ani !i:,ini'_i;,';: i~:c:;:!=> supervisor must request the priority, in writing, to the Public Safety Council Housing Subcormmittee. This Subcommittee will consist of members from any emergency worker department, and a member of the Public Relations Board (PRB). It is the responsibility of the supervisor to prove to the Public Safety Council that the employee is a required enur~_enc~ response priority. The member of the PRB will not vote, but will comment on whether the individual should be allowed the priority. If the Public Safety Council Housing Subcommittee approves the individual for priority status, written verification must be provided to the Housing Office. At such time, the Housing Office will place the individual at the top of the rental sign-up list for City-owned projects. ,lhe _emi~lo~~~ is still continued service (see Definitions) to that agency for their lease to be renewed. This requirerneat expires after two years of residencyiservice. nualified tenants must be Harries to [he lease. All ~esiEkr+istenants must be qualified through the Housing Office prior to occupancy within that unit's category requiremen~_ an,l mu,t bg_h;u} i~fth~ ]ease. Formatted: Highlight Formatted: Highlight Formatted: Indent: Left: 0", Hanging: 0.5", Numbered + Level: 1 + Numt~ing Style: 1, 2, 3, ... + Start at: 12 + Alignment: Left + Aligned at: 0.5" + Indent at: 0.75", Tab stops: 0.5", Left + 1.13", Left Formatted: Highlight Formatted: Highlight Formatted: Indent: Left: 0", Hanging: 0.5", ,Numbered + Level: 1 + Numbering Style: 1, 2, 3, ... + Start at: 12 + Alignment: Left + Aligned at: 0.5" + Indent at 0.75" 1~~ 1~._The Minimum Occupancy Requirement of one qualified individual per bedroom must be met; ~ Formatted: Indent: Left: 0^, Hanging: 0.5", however, if the property manager of a rental unit has advertised a vacant unit for over one month, Numbered + Level: 1 + Numbering Style: 1, 2, . , 3, ... + Start at: 12 + Alignment: Left + Aligned rmnunum occupancy requirements can be waived at the dirrct:nn ~ t ~AP(I i:1 I~~r_th~ _r_ nn ~ I tr_t at: 0.5" + Indent at: 0.75" 1 •:~;_ o rl:, ..At the rcl_i,l th Ic,r.~ t_ im. nrinimunt oe~=ur~;inev mutt h~ nut. At such tune ~=the rental unit becomes vacant, the property manager must again try and meet the minimwn occupancy requirement The Housing Office may decondu~t random audits and investigate complaints or reports ofnon-compliance on an ongoing basis. Guidelines Amended 03/2010 Page 12 X13. Roommates are permitted under the Guidelines. Individuals residing in two or three bedroom units• must, at all times, have the unit filled with qualified tenants. In case of attic vacancy <~f anv h«'n~~,_~n, the remaining tenants} i,-;r:- ;~~,,,_.>~,',,!~-+-~:m.:~t find a new r~~rw>a~~ u,rlili~~~l ~l •ts~m within fogy-5ve (45 days). Lf the renr;rinim> len:mt has acnuiRd a new tenant nu~rr than twice in 408 T1-1 ~ _All qualification itrrmrrouii_m_nts must be_~t:e verified every two years 6y the Housing Office- - Formatted: rodent: Left: o", Hanging; O.S', 4 0 9 staff unless the property has a yearly ceritication requirement. Numbered + Level: 1 + Numbering Sryle: 1, 2, 410 ~ 3, ... + Start at: 12 + Alignment: Left + Aligned " at: 0.5" + Indent at: 0.75 411 412 SECTION 2 413 INITIAL QUALIFICATION TO RENT 414 415 In order to determine that a person or household desiring to rent an affordable housing unit meets all of 416 the criteria set forth in Part II, Section 1, PR]OR to occupancy, the E-lousing Office must review and have 417 on file specific documentation which provides proof of: residency, employment, income and assets. The 418 Housing Office may request any or all of the following documentation. (All information and 419 documentation received will remain confidential.)_ It is un~l~r>toocl that ^rplicant,~ho nr<«__orkin,~ in 420 traditional lobs are able to provide traditional l~nim oC docuntc•nlati~~n w ,erily elieibilit~. his aLn 421 underslnpd that som. applicants ar•e working in non-traditional jobs t~herebv traditional documentation 422 may not be available. [n these circumstances. APCHA may require non-traditional fornu of 423 documentation to detemtine elieibility. If documents provided are still not to APCHA's satisfaction, the 424 applicant may aanneal to the Special Review Committee. 425 4 2 6 1. Income Verification: 427 428 a. Copy of the previous year's (most current) 1=rdaral-:-t>tPHty-}-aY iomplrted, cx~cut.ccl and 429 lileet tas return, ~ :J.ral and state reuuns and any at,plicable schedules. 4 3 0 b. Current income and financial statement verified by the applicant to be true and correct. 4 31 If there is a variance of n;,:~r:-thn:rc~r kn-tl3an 20% or more between the last t~~ ~, ~ rar' 432 taY rchnms, cn: ~; : , :ne and-inec~»x~ep~rtrd-e{rth~-I,rn-i~xts-yrsrs-ta~et},r3t;-the 433 uvo years' incomes will be averaged. This will establish the income category. If 434 scnnenne dial not have t~, lil: an inccune taC return i,r just ~t:ute~l ~cnrkin~ full-tiinr_th_cir 435 curent inri,m~• thascd nn a full ~rarl n-ill he used t„_r~tah_l_i.h thr hnu~ehedd tat~~e~a~. 4 3 6 c. Social Security report of employer(s) and location(s). 437 438 If the above information is not available, the applicant must provide other documentation as 439 I requested by APC11 \ and t„ rh~ir ~atisl'.i_tiunlltr-Ile}airt~~f'' :: e. 440 441 2. EmplovmentVerification: 442 443 I a. All W-2 and .u liic>'> forms from the current or previous year (a potential tenant who 444 has sinners--trp~in,nnlic,tl fora specific unit must provide documentation of 445 employment for the full term that was specified on the Sign-Up sheet). 4 46 I b. I:_,•_crnt r:n ;~a:~=-=-stubs (if W-2's are not available). 4 47 a Employer(s) name, address, telephone and dates of employment. 4 4 8 d. Housing Ofce "Employment Verification Fontt" [signed by employer(s)]. 449 e. Evidence of legal residency. 450 f. Landlord verification ofresidency, stating specific dates. 4 51 g. Valid Colorado Driver License. 4 52 h. Valid Pitkin County Voter Registration. 4 5 3 i. Verification of telephone service in Pitkin County. Guidelines Amended 03/2010 Page 13 454 j. Court-aninc~~~~~_Divorce Decree or Separation Agreement, including alimony-, division 4 55 of aset. cu~trnic and child support. A copy must indicate that it has been entered in the 4 5 6 record with all exhibits and supplements attached. 4 5 7 k. A picture LD. (driver's license, state issued ID card, passport, etc.) is required. 458 459 If the above information is not available, the applicant must provide other documentation as 460 I requested bythe:\I'LII\_IL•as;irt~-}:;ix. 461 462 I 3. When someone is self-employed and:'+~r works toa few <~r--r:<7 hours for an employer, then the 4 63 number of hotus worked in Pitkin County must be clearly documented by providing: 464 465 a. A complete copy of the applicant's most recent tax returns, including Federal tax returns, 466 Schedule C (profit and loss statement) and all oUler completed schedules, and State tax 467 rettnns and copies of most recent W2's and or 1099's for each job (if applicant received 468 W2's and/or 1099's). 469 b. Copies of any paycheck stubs received by the employee or an up-to-date profit and loss 4 7 0 statement. 4 71 c_A copy of a current :1a,~ n business license. 472 E-d. ('eity of a I~~a~.e I~+r arty l+u~in«s x~acr rrntrd by the located in Pitl.in C ounty. 4 7 3 d-e. The following documentation must be provided if a, b, ands and d above does not verify the 4 74 employment requirement and the residency requirement. 475 476 I) A copy ofa current detailed work ]og or appointment book for the last year (or at least 477 the last quarter) listing hours worked each day for each job or appointment and clients' 4 7 8 names and local addresses. Time spent in marketing, accounting and other administrative 479 tasks in support of the business will also count towards the (,500 hours per year 4 8 0 employment requirement if the applicant can clearly demonstrate to the Housing Office 4 81 that this is the case. 482 2) Copies of invoices sent to clients, particularly if the invoices reflect the amount of time 4 83 spent on the job invoiced (and copies of payment for invoiced work); 484 3) A Client List, which would provide client names with local telephone numbers and local 485 addresses, type of work done, and approximate time spent with client per appointments 4 8 6 in a yeaz. 487 4) Any additional documentation the Housing Oflce may require to verify the applicant is 488 employed ur Pitkin County and occupying the unit as their primary residence, such as 4 8 9 business and personal banking records, utility bills, payments received, etc. 490 4 91 It is the responsibility of the applicant to clearly demonstrate that he/she is meeting the full-time 4 92 employment and residency criteria. If the household does not specifically fall under the current 4 93 I policy, the household may request a Hearing before the Housing Board for review. 1 IZe 494 dneuni ant; hrn~i t t nines b I ~ ~IPI [1 V ,~ti I'~ctinn. 495 _ _ 4 96 4. ;1PCHA may require anv information reasonably necessary to satisfy the requirements of Part ^ 497 section 1, r?atasranh 13, ah<~ee. inchuiin~ «ithout IimNaliiat. criminal rer~_~nis and refrrencrs 4 98 tvm prior lan~l++rds c+t an iq~licant_ -_ ~ --- -- - - -- 499 Formatted: Highlight Formatted: Tndent: Hanging: 0.5", Numbered + Level: 1 + Numbering Style: 1, 2, 3, ... + Start at: 1 + alignment: Left + Aligned at: 0.25" + Indent at: 0.5" Guidelines Amended 03/2010 Page 14 5 0 0 Due to the need for an employer to house their employees on-site, far rental units owned by employers, if 5 O 1 the deed-restricted housing is located on-site of the business, the employer may choose the tenant. If the 502 income and/or assets are greater than the maximum allowed for that specific unit, that employee's 503 income and%or assets shall be waived. All other qualifications must be adhered to. 504 505 ~ Note: Applicants for .\PCH.\ deed-rc.hicted-4€fordable Housing ;til;-vcrif•.mu,t atte,t on the 506 application that all information provided is true and accurate. If any of the information is 507 determined to be i+:a:; w at. falcc ornon-verifiable, the applicant may be subject to disqualification by 508 the :\PCH_\\t'.a+t,i+ °-E?ftece-fwm-UtrnppGcatiutr+tnE'.'ui' al;i~ro}t:t-pn°oc:w, If nn~ of the infnrm:~[inn is 509 d~Icrmincd to be false or non-verifiable after the anplicont has qualified. the Ica~c ~~ ill he tcrniinaled 510 intmediatrh. If such documentation is determined to he false. [he anmlicant mac he denied future 511 participation in the affordable housim~ pro,ram. 512 513 SECTION 3 514 MAINTAINING ELIGIBILITY FOR RENTAL OF AFFORDABLE HOUSING 515 516 The status of Renters/Tenants of Affordable Housing Units shall be reviewed and verified every two 517 years to ensure that they continue to meet the requirements of the Guidelines, including but not limited 518 to: Minunum Occupancy, [ncome and Asset Requirements, and Employment. The Housing Office shall 519 notify the landlord to provide the tenant written notice of the requalification at least thirty (30) days prior 520 to the expiration of the two years. The Housing Office Rental Approval form should accotnpany this 521 notice. The landlord shall disclose in the lease that the tenants must requalify evet two years.- (arach 522 b~ th_ ~: tenant and/or owner of the Guidelines or a~reement'deed restriction kill be considered a ~ iol ~tian 523 ;md rd<ult_ in_il _nvine am' further ~ili~ipation in the affordable hnusinR prn~mm. See Par \'t. 524 (~o~~li:mc~_ 525 526 HousineOfHceResponsibilities: 527 528 1. The llousine UClire ticill supply landlorth~o«ners information reeardin~ what units need to 529 qualil'y every two years or more frequently as needed. {€-a-eatnAlain~~iv~~d;~dcd 530 - 531 #~r,.-,......a .t,., r.~~... ,,.,r..,,,.., ~.,»,....nt r,., ...~aa,~ .:.ti:~2n ...,i.,...r..~ a.s .,rr ,.c,w~, 532 ~z+rnplaiktt~hc~i~rtakra}-rc~ualil'teakien-eec}aesFtreat~;~akmpltattEe-Iet~eF 533 534 2. I he Housin¢ OlTice will suePly landlordsrowmers information reeardinQ the allowed rental rate 535 increases as requested. 536 IetteF-a-sec~r+d-eat{tpliane~lettrr=:.'~l~be~flt. T-.:..-r° rr~t-aed-sc~ 'll-be 5 3 7 ' ,.• .m-~-,~:a->-ate.;-. 538 539 --li ktte S 4 0 ~ ;a+}rpItF. 541 ;i-~:OEie°~o`~:~ta•:~° ~w+n~,. t.«.___...:ll--brsent~o--tke-lar+d~ler«~. Tb~~'n~r....:°,Qe--tl32 542 l:rr~4lertf-et~Eap' t 543 !!raring-in-vvfitin~+wtirin-l-~alender~a"~•te-ef-t~^w,~.^~`.'~R.~'. Tr:TN9Wetter-+.Fill 544 i°_ - .' , 545 Irttr+---i~-set~E: FeFl3.~an!-upilat~-prt+l~,sr~thc IattJl<.rtl->itttatien-H-ill-l~-i'efrFtd-t<~by--~-~se 546 ++rr+rtl~r~trlwvitlr++~_*:itrBarrefEl+r+rt-++aiix-E~+=,xkt+r4-ant...:ny-..,..~,~~°^v~k}itx-{lx~a>e, Guidelines Amended 03/2010 Page 15 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578 579 580 581 582 583 584 585 586 587 588 589 590 591 592 4. Ff-the-landler~dees-rtat--res re~aesE a Beard htaritte widtia-the spz~+~~rad':°. nnru, .. :11~..__..a .. ~...., 1...__ ....,._ tttal-1eNe~ ...:u ~..,.e a,., ~,:.,.,. ,.~.. ~n a...... r,. u....1.,:....a a be--ftotFfied--F}te+r-lz.....R.~~.,r~-:It •errniaa ~ .-~ .,....:..a nrs.,....,a .}~ _~ . $-3. ~':ould ........,.~ ~~ -o,.-.~~- ,. ..t . 1._ -c..,. .w . - - - •t4tt5Fsitlk }t~t~iha-1->80-hrwF-pef-e~lend:lr-}ea~erk-rc~rirc~tnea~ Landlord Responsibilities: 1. 1 he landlord n ill n~~t lease n unit until the tenant ha, horn approved. The landlord will not add a nree r~u~nnnate t.~ thr I.~a<r without having the tenor,[ approved. -1-2. The landlord shall provide disclosure in the lease that tenants must be qualified every two years and must reapply in the second year. ?3. The landlord shall provide the tenant written notice of the requirement for requalification at least thirty (30) days prior to the expiration of the two years. The Housing Office Rental Approval form should accompany this notice. __ _ l he landlrnd nntxt hl?rovide the Housing Office evi~h a copy of the lease signed by both parties; prior to tenant occupancy. >. L ;utdlonl. ++hnm 11'( t I _~ l rods to be in ~ i.+I:rtiun of thctryley.rl~+htn~nt a]!pige.~l and or the deed tc~~trictinn ++ill h~ irh~utr,t u> thc_ Cqy cif :1 hen for +i~+latinn cal a.t~h a n'ition; her Section J.0-3.OS of thr ('ire ~t'_~,~t. t vlimi=ii>>I (~ ~.!~., t r l I h!a.t ('~auih,_ ; il~h 1'ri,i!;, Tenant Responsibilities: Tenant must meet all of the Initial Qualifications stated previously in Part [!, Section 1. Should a tenant not meet the income/asset requirements of the category unit, the tenant shall have one year to come into compliance or fmd another place to live. A tenant who has entered into the bidding process to purchase a deed-restriction unit and is looking for other rental opportunities has one additional year to reside in the unit. However, the rent shall be increased to the category that matches t}re tenant's income. Once a tenant receives a letter fi~om the Housing Office, the tenant must provide the completed form and~or any additional documentation requested by the deadline stated in the letter. 3-~nB ° r~r :.,a.,~r~ ~--r~--~... •,. aistwE~'*lati-ihe~!~want--rausE-str d r.:.. -rn'coi;-ro ~riir;,'ni14~~.. al:...~ ~.,.. _a : .1..- . ,- vnv 1 ,« vn~TCPrcc , Guidelines Amended 03/2010 page 16 Formatted: Indent: Left: 0.5', No bulbs or numbering Formatted: us[ Paragraph, Lett, No bulletr or 1 numbering, Pattern: dear J 593 -1--:' ~fa:z 594 ~•rcyd.ytpen-bzlµ~n{;., u,. ,. nr~:,. ,.a .ti., a, .,~„~ P x r., _ ~a °P~T~T•~ini[irbc° 595 596 ~: It;-thr-~lien~~'n,~,°~^~~t-fes}~~m-l-kia-thr4inal-rleacllint;lr~~lc~rnse~vill~-felltativ-ttlrv:~it#-a}?pr~~l~rt~tt,^~Formatted:NOtwll~sornumberirg 598 5 9 9 3. The tenant must pay a requalification fee, as stated in the Fee Schedule adopted on a yearly basis, 600 when the documentation is filed with the Housing Office. 6 O 1 ~ Formatted: List Paragraph, Left, No bullets or 602 ~. 1 hrecei a by a tenant of unrm ~Imnxnt h~n~tita drr~ nit exempt such rrr~~ui fl~~m the I ~i?(1- ,numbering, Pattern: gear -}- ---- _ - - - 1- -------- -- - 1 603 h~~ur r.rc;ilenilur ce;tr ~~.~,rk ;~~~ ~.rirenreta, !..«.-__._-_.. __ ._ _ L_ _._ _. 604 605 SECTION 4 606 MANAGEMENT OF RENTAL UNITS 607 608 Private management companies manage most of the d:ul-rrstricad rental proh~rtie_sjc•~ts. Fach specific 609 complex may differ in its rental procedures Persons desiring to rent an [1.rd-He~trictcd:lftorelahle 610 ld<xr<ir.;; unit must meet employment, arrE>-income and asut requirements, as well as minimum 611 occupancy rcnuiremcntc A list of the rental projects and mnna,;ers is located in Appendix D. Units 612 managed by the Housing Office are Truscott Place Phase I and Phase Il, Smuggler Mountain Apartments, 613 Aspen Country Inn and Marolt Ranch Seasonal Housing. Please contact the Housing Office or individual 614 property managers for specific rental information. 615 616 If a qualified tenant of adeed-restricted rental unit requests Alpine Legal Services (ALS) to resolve a 617 housing dispute, ALS will contact the landlord to initiate a mediation between the landlord and the tenant. 618 If the landlord refuses to participate in the mediation process, ALS may directly assist the tenant to pursue 619 their legal claim. If the parties are unable to resolve their dispute, ALS will refer the parties to private 620 counsel, or for qualified tenants, ALS will attempt to place their case with a pro bono attorney for direct 621 representation. 622 623 SECTION 5 624 RENTAL SIGN-UP POLICI' 625 626 I The :1['(_11,11 E,~t:,i;r_ Ulli_a advertises any vacancies in the classified section of the local newspaper on 627 Mondays and Tuesdays. Any interested party may sign up for that specific unit m the Housing Office. The 628 I sign-up for an advertised unit ends at 3:00 p.m -fin l1 rhi „1_n, of t t- :.:ru < k r=a-s t:> ~~-`1 . ~,~':r,~. 629 Staff reviews the sign-up list and contacts the household with the most years worked full-tune in Pitkin 630 County. The interested applicant(s) must provide proof of their work history in Pitkin County for all the 6 31 years stated on the sign-up sheet. 632 633 634 SECTION 6 635 I SEASONAL HOUSING FOR S"hUf)I•:\ I:S:\\D l~ fF:lt~S 636 637 I Beguming September l of each year and ending Ahril-3ltalar~=l (winter season) of each year, the units 638 located at Marolt Ranch and Burlingame Seasonal Housing can accept students, as defined in the 639 Guidelines. At the time of sign-up, each student shall provide to APCHA docranentation proving Guidelines Amended 03/2010 Page 17 64 0 enrollment in a school, or documentation proving an internship with a Pitkin County business. Each student 641 shall sign a lease for the appropriate time frame and provide fast, last months and a security deposit as 642 required from each seasonal housing project. See the Defutition section forthe definition of Accredited and 643 Student. 644 Guidelines Amended 03/2010 Page 18 645 646 647 648 649 650 651 652 653 654 655 656 657 658 659 660 661 662 663 664 665 666 667 668 669 670 671 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 689 PART III PURCHASING AFFORDABLE HOUSING SECTION 1 QUALIFICATIONS TO PURCHASE AFFORDABLE HOUSING l . To qualify, be eligible, and remain eligible to purchase and reside in an affolriable-housing unit, a rrormatted: rodent: hanging: 0.5", Numbered person~'hou~hold must meet the following criteria and must not be over the maximum income as + Level: 1 + Numbering Style: 1, 2, 3, ... + Start at: 1 + Alignment: Left + Aligned at: stipulated in the table below. :1:: r•ti~;~rrt)nr_~„~.ner>hip i; rauhli•h~~1 li•r Barb ~t~e~ific unit. t!_ 0.25"+Indentat: 0.5", Tab stops: 0.5",Left h~~urh•~I,!-,-,:.;~~~~;; does not have to continue to comply with income, anali,3=assets or minimum +Notat o.35" n~cuhone~. Maximum Incomes far SALES/OWNERSHIP Units Only ~ (See Income Verification, Part III, Section 2, No. 1) No. Of De endents Cate o f Cate o 2 Cate o 3 Cate o 4 ODependents $33,000 $50,000 582,000 $133,000 l Dependent 40,500 57,500 89,500 140,500 2 Dependents 48,000 65,000 97,000 148,000 3 or More Dependents 55,500 72,500 104,500 155,500 Net Assets Not in Excess of 100,000 125,000 150,000 175,000 Maximum Incomes for SALF,S/OWNERSHIP Units Only (See Income Verification, Part III, Section 2, No. I) No. of Dependents Category 5 Category 6 Category 7 Category RO 0 Dependents $142,000 $155,000 $172,000 N!A 1 Dependent 149,500 162,500 179,500 N/A 2 Dependents 157,000 170,000 187,000 N/A 3 or More Dependents 164,500 177,500 194,500 N/A Net Assets Not in Excess of 200,000 225,000 250,000 $900,000 NOTE: A household can qualify to pun;hase a trait in a liiultrr category nne step up from the household's statc~l cat<<~mv; e-~*.. a C.'al~ei~t~ ? hruschnhl c; n hid on ('ateenn• ? and 3 uniU only, a Catecorv 3 hou>rh~~hl cnn bid on Cap•~~oiti -1 an;l ~, etc.- 11. To~~'ifv for ~~~.~.~n~~rsh~~,n. a ecion~'hcnr:ehcld m~_sd hC3e a full-time employee worlang in Pitkin County for an employer whose business address is located within Aspen or Pitkin County, whose business employs employees within Pitkin County, whose business license is in Aspen or Pitkin County, and/or the business taxes are paid in Aspen or Pitkin County (if an employer is not physically based in Pitkin County, an employee must be able to verify that they physically work in Pitkin County a minimum of 1500 hours per calendas• year for mdi~aduals businesses or institutional operations located in Pitkin Counry a~i,1 th .t the ~,cui. n a,_~it_~i~}_ih ,t en_}>h~ycs I c b.i~cd in Pi.:,in t ,nt•.); or he a retired person who has been afull-tune employee m Pitkin County a minimum of four yeaz-s inunediately prior to his or her retirement (as further defined in the Definition sectioq._.r,1_ >ueh rrlii~d hci~on h:n rn[ been absent from the Itoarin~ Fork 'v'alley tix more than r.~ oc~ ~ r ;); or bc_a handicapped person residing in Pitkin County who has been a full- Formatted: Highlight Guidelines Amended 03/2010 Page 19 690 691 692 693 694 695 696 697 698 699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715 716 717 718 719 720 721 722 723 724 725 726 727 728 729 730 731 732 733 734 735 736 time employee fora Pitkin County employer a minimum of four years immediately prior to thew disability as defined in these Guidelines, 3. ; At the time of a qualified employee's death the survivine household mambers are permitted to -i. In atwo-person household of two adults only (no dependents as defined in the adults must be working in Pitkin County to qualify for an additional bedroom. [3~~ i ~= both b}. The purchaser/owmer must not own developed residential real estate or a mobile ~~r m.~::~u!_~._ t~.u_,: J hnnrc in the O~rner~lr,'[i f~-~cA:cion Lrm~F~:aafi:}~LFf~'.~airy as defined in Part X, Definitions. If property is owned, the purchaser/owner must list for sale, at competitive market prices, the residential real estate or mobile home prior to or simultaneously with closing on the affordable housing unit and still meet the asseUincome limitations as set forth in Table 1. The purchaser must provide the Housing Office with a copy of the appraisal of the property. Upon the sale, a copy of the closing documents indicating We sale price must be provided to the Housing Office. If the property is not sold by the time of closing on i~~~rcl:::,e-.:4 the affordable-housing unit, it must remain listed until sold. The owner has l 80 days to sell thefree-market unit After such tune, the owner must list and sell the deed-restricted unit according to their deed-restriction. If~he <~+ner rep}r}ir:~l~s-rent-3uelt-ppopc~ty-,r~-nR'erdabla-tteusirtg-in-ae2ardarxr=::;Qn~Quidalinc~aE4Eta in~nx~a~ery-detrFtxined-by-Fho-F4ea5ing-AEliec te-b~: apptppriate-trndc~tl~ireerrmstaner~. ?-}. If vacant land is owned in the On_nenhi i I{xcluairn %on~•R~~ari:r~~-} r•rk~=allay as defined in Part X, Definitions, while tl:~ ~_unc gu:rlilird h~arrhold o+~nz«~+r:ire an affordable-housing unit, the land must remain unimproved. If the land is improved with a residence, the individual must then relinquish the aR E~?ralr:':~I_~-'•r~•:r:i!:g 11'(] [;\ decd-restricted unit by listing and selling tlrai?~4tx:-,',-;ip iiifc•rc-•t -;:rthat unit Upon approval of a building permit, such owner shall have three-years to build on such free-market lot If the residential lot (whether free-market or deed-restricted) remains undeveloped after the three-year time frame, the owner must sell the lot within 180 days or list the deed-restricted unit according to their deed-restriction. NOTE: Persons owni,rg improved residenria! Guidelines Amended 03/2010 Page 20 Formatted: Highlight Formatted: indent: Left: 0.25", First line: 0'~ Formatted: Indent: Left: 0", Hanging: 0.5", Outline numbered + Level: 1 + Numbering Style: 1, 2, 3, ... + Start at: 1 + Alignment: Left + Aligned at: 0" + Tab after: 0.25" + Indent at: 0.25", Tab stops: 0.5", List tab + Not at 0.25" Formatted: Highlght Formatted: Highlight imam Upon purchase of the unit, employee(s) shall occupy the unit as their primary residence,i:d Ie~st nine mouths out of every calendur ce;n') and maintain at least the minimum work requirement until retirement age as specified in these Guidelines. 737 738 739 740 741 742 743 744 745 746 747 748 749 750 751 752 753 754 755 756 757 758 759 760 761 762 763 764 765 766 767 768 769 770 771 772 773 774 775 776 777 778 779 780 781 782 783 784 property, residing in affordable Iroresing prior ro May 1, 1994, wit! be allowed to retain ownership ajthat residential property and stilt be eligible to reside in .II'CU.4 Bred-restrictrd+rjJ:~~d,u:!<~ housing. However, once the residential property is sold, the person residi»g in affordable housing rrray not acquire additional residential property and still xminlnin rlieibilin' !n rex,airt-elr;rble-nr reside in -IPCU t rl,•<•d- r,~.rrir;,1-~%j~rJel+le housing. Persons a~~nin~ in New Castle. No Name or Ri0c prior to September 1. A business owner, wltc~e, r thr in,l ividual owns a deed restricted unit, has an opportunity to purchase another unit+rt,~hi}z in the t)unrr;hip Exclusion Znnc{;c*,n+'••; ~.,T--.-~.:~-.zr,' `' •'!ey as defined in Part X, Definitions, under the following conditions: a1-I-)_ the business owner would contact APCHA that a unit has been found in the free market that they would like to purchase; b?) the business owner would then discuss with the APCHA the needs oFthe owner; c3) the specific Category would be agreed to by both parties (the owner and APCHA) and d-1} the Housing Office has the option to approve the request as long as a recorded deed restriction is placed on the free market property relating to the business. _The employer would only be allowed to rent the unit to a qualified employee of Pitkin County unless the unit is located in the down valley area. Should the unit be located down valley, the owner would be allowed to rent to an individual employed somewhere in the ~hcner ~!~il>_t_eclusion L,~nri-'':~~,i::__~ .nth-~Frl}v-as defined in Part X, Definitions, as long as them employees v.arihl have the Fir,t ri ~_h Y-E~•t-7e': ii,a!inh j,ii~~r~_I}~ '.~~ ,enl Ih:,l nni~ Wlth th0 SCCOrid prii ~iih,i-wht-~~•i-r2 fttsal going to someone employed in Pitkin County, with the last Igi+~rih,+g:a to any other qualified employee. S?. The purchaser/owner must have total current household income and assets no greater than the maximum amount specified in Part Ili, Section 1, for the particular category. _~.t no time con a ~vni.__i n~~c. n~cn n)yx,i;ttasrr-wtte-n;3.Yasstenea, conveyea, transrerrea, or omenvise atsposea of lu~pe,~_;-within the last two years without Fair consideration in order to meet the net asset limitations shall be i;;~!i_ibkvalued at Fair i_.;_} ~_l1~ricra. I:r:r \1.n1.:ct 1'alue kill he det.rrrncd h~' :m uhp,ai>rr cif _11't I L1' choic4 :and hail by u~~nrr,_ Maximum net asset limits for households, which consist of at least one qualitcd employee edtiser;of retirement age, arzshall be I50% of the applicable income category. This is applicable at the time of purchase ONLY. After purchase, owners must continue to ".nk fullaiu,e in Pitkin ('ounly until retirement a~'c as stated in the in Qre unit at least nine months out of each calendar cea~-to continue to own and reside in APCHA dc-od-rostrictedat~iufable housing. fir the purooses of enterine a lotterv~n indi. ideal can be a member ofone hoacehold atone time. Each name can anlrar only one tima i;t a lottery. 9b. The ownership ofany aml;ill-property shall be considered in determining Maximum Net Assets. Guidelines Amended 03/2010 Page 21 7es 786 787 788 789 790 791 792 793 794 795 796 797 798 799 800 801 802 803 804 805 806 807 808 809 810 811 812 813 814 815 816 817 818 819 820 821 822 S23 824 825 826 167. Each owner is required to lien a Regualification Aflidavit evrn rivo vears:all-quali€teatien-items `°`°a °'•-• _ ~° ' ` °~ verify~ied continuation of wort in Pitl:in County. not ownins other I I S. SECTION 2 INITIAL QUALIFICATION TO PURCHASE In order to determine that a person or household desiring to purchase an al7ordable housing unit meets all of the criteria set forth in Part ]II, Section 1, the Housing Office must review and have on file specific documentation which provides proof of residency, employment, income and assets. The Housing Office may request any or all of the following documentation. All information and documentation received will remain confidential It i< lun,f~r~t~_~~~~1 that ~ ~li•_ra;l~ nh~~ are ~~~orF;in~t in tci~.filional iobs are ably t.+ _.r~la-------- - clieibility. If documents provided are still not to APCHA's satisfaction, the a~licant may appeal to the Special Review Committee. Guidelines Amended 03/2010 Page 22 Formatted: Highlight Formatted: Highlight Formatted: indent: Left: 0", Hanging: 0.5", Numbered + Level: 1 + Numbering Styte: 1, 2, 3, ... + Start at: 12 + Alignment: Left + Aligned i at: 0.5" + Indent at: 0.75" Any individual or household w'ho is under review for a possible non-compliance issue may not enter any new lotteries, including in-complex bids, until the non-compliance issue has been satisfied. The owner MUST also be in good standing with their homeowners' association and a notarized document from the HOA will be required pri~:a~ to sienin_ a sales contract for the nr++ uuitcHla~ii~,}c-oFat>j,liea?init. 827 1. Income Verification: 828 829 I a. Copies of the past two years completed, rs~•cutcd aml tilc.i {~a~':ra'.--i:~t~n: tax returns, 83 0 including f.drr;rl and tit.ne t'rtutns and anv applicable srh<dulr<, with W2's attached. 831 b. Current income and financial statement verified by the applicant to be true and correct. 832 lfthere is a variance of+tr~~r~t4arri.r-l.s-than 20% or mare between the 1; ;t I`~ o ~r;trs' 833 lar r~•lums. <urtrnt~n~ettte-~:n~in~~>m~zlhlr?rJ-e}rthrl~+r~i•aus-yrttr=-i~-rricn-r-.: [he 834 u.o ~rus' incomes will be averaged. This will establish the income category. If 835 s~~nn~me did not h.r~e to file an income tax return or iust sturt~d t~nrkine full-time. their 836 current inc~mi:~ tl~;rscd can a full near) gill he used to establish the hnu<rhold cateeatti'- 837 c. Social Security ~?~m of cmplocer(a anJ location(slveee~r~is, or W2's for all the years 8 3 8 worked in Pitkin County. 839 840 ]f the above information is not available, the applicant must provide other documentation as 841 I requestedby:lP('II:\anJtotheirs;uisfartio;~'.r:a~lt+tr-tng-~?i{::a. 842 843 2. Emplovrnent Verification: 844 _ _ 84 5 a. Al] W-2 forms from a minimum of the previous four years (purchase); pay stubs w it l be Formatted: Indent: teft: 0.5^, Hanging: 0.5" i 846 :r~rehbtd it U'-?' c:rnn,~t 6~idcd. 847 b. 1Zi~c'ni l~:ty\\=a;=rstubs-Eif~\-?=:ire-tx~i;=.+zrr4>',+lr.}. 84 8 c. Employer(s) name, address, telephone and dates of employment. 84 9 d. Housing Office Employment Verification Form [signed by employer(s)]. 8 5 0 e. Evidence of legal residency. 8 51 £ Landlord verification of residency, specific dates. 852 g. Valid Colorado Driver's License. 8 53 b. Valid Pitkin County Voter Registration. 8 54 i. Verification of telephone service in Pitkin County. 855 j. (},urt ,ir~l?r.~~ ed Divorce Decree or Separation Agreement including alimony.. -ath'.--child 856 support ,~.nd ~u~t ~dv_jrr.ut:~en,cnt;. A copy must indicate that it has been entered in the 857 record with all exhibits and supplements attached. 858 k. Applicants desiring to purchase a unit will be required to sign a release in order for the 8 5 9 Housing Office to obtain a copy of the loan application from the lender. 860 1. Any additional infonmation the Housing Office will require to verify the applicant's full- 861 time residency in their unit, e.g., business and personal banking records, utility bills, etc. 862 m. Picture I.D. 863 864 ]f the above information is not available, the applicant must provide other documentation as 865 I requested by the:\!'C II 1 and In their ~ati~l;!cti~~n!!~~n~in~-4-},{-i~°a. 866 --- -- - - - ---- - - - - 867 ~ 3. When someone is selFemployed and'~~r works too few e~:re-hours for an employer, then the 8 68 number of hours worked in Pitkin County must he clearly documented by providing: 869 870 a. A complete copy of the applicant's most recent tax returns, including Federal tax returns, 871 Schedule C (profit and loss statement) and all other completed schedules, and State tax 872 returns and copies of most recent W2's and or 1099's for each job (if applicant received 8 7 3 W2's and./or 1099's). Guidelines Amended 03/2010 Page 23 874 875 876 877 878 879 880 881 882 883 884 885 886 887 888 889 890 891 892 893 894 895 896 897 898 899 900 9D1 902 9D3 904 905 906 907 908 909 910 911 912 913 914 915 916 917 918 919 920 b. Copies of any paycheck stubs received by the employee and/or an up-to-date profit and loss statement. c_A copy of a current~~cn business license. -d_C~,hy oCa I<a;e G,r a;iv husin«; >hacc r.•ntr~3 t,y the ;il,l?lirint li~c,u~d in I'ithin_('r uns~.. d-e. The following documentation must be provided if a, b, a3~ is and ct above doe> not verify the employment requirement and the residency requirement. 1) A copy of a current detailed work log or appointment book gear-tl}rl~t.t-yrar-{er;iNe.:st tlx-last-<lu~:=?er} listing hours worked each day for each job or appointment and clients' names and local addresses. Time spent in marketing, accounting and other administrative tasks in support of the business will also count towards the 1,500 hours per year employment requirement if the applicant can clearly demonstrate to the Housing Office that this is the case. 2) Copies of anc~;l invoices sent to clients, particularly if the invoices reflect the amount of time spent on the job invoiced (and copies of payment for invoiced work); 3) A Client List; which +jr*r-1~f-provide> client names with local telephone numbers and local addresses, type of work done, and approximate tune spent with client per appointments in a year. 4) Any additional documentation the :\P('HAl-fatair>~}€tiea may require to verify the applicant is employed in Pitkin County and occupying the unit as their primary residence, such as business and personal banking records, utility bills, payments received, etc. dear.. The appli~;uil .not specifically fall the Special Rc,i:w Note: Applicants for :`±p( i1:1 deed-restricted housin~:~€'rori',a:•>'.~ 1!e;u,in:; mint uuc~t,ri11 ierii~v on the application that all information provided is true and accurate. If any of the information is determined to be falscinRCettrate or non-verifiable, the applicant may be subject to disqualification by the APCHAI#ousin~;-t~ft3e.-front- th>; :a,l;,'-cn;ion -analur the ~plic:ult has rlunlitied. the aplilicankr,ill he disctualili.d from cntrrin~ into anv further Guidelines Amended 03/2010 Page 24 Formatted: List Paragraph, Left, No bullets Or numbering, Tab stops: Not at 0.75" + 1.31" Formatted: Highlight ~~ Formatted: Indent: Left: 0.75", First line: 0"~ Formatted: Indent: LeR: 0", Numbered + Level: 1 + Numbering Style: 1, 2, 3, ... + Start I at: 1 + Alignment: Left + Aligned at: 0.25" + Tab after: 0.75' + Indent at: 0.75", Tab stops: Not at 0.75" Formatted: Font: 12 pt Formatted: Font: 12 pt under the current policy, the household may request a Hearing before Conunitteel Itattsin~-Bea: d for review. 921 922 923 924 925 926 927 928 929 930 931 932 933 934 935 936 937 938 939 940 941 942 943 944 94 5 94 6 947 948 94 9 950 951 952 953 954 955 956 957 958 959 960 961 962 963 964 965 966 SECTION 3 QUALIFICATIONS FOR THE PURCHASE bF RESIDENT OCCUPIED UNITS In order to determine i f iitat a person or household desiring to purchase a Resident Occupied housing unit meets all of the criteria set forth in Part [[I, Section 1 (except income limits), the Housing Office must review and have on file specific documentation which provides proof of: residency, employment, and assets. The Housing Office may request any or all of the following documentation. All information and documentation received will remain confidential, except as othcnsisc required by larc. It i, Income Verification: Copies of the past two years completed cxerut.d and filed -F~#era{-ie~ix tax returns, inrludin~~ feiler;tl and state returns and any annlicable schedules. with W2's attached. Current income and financial statement verified by the applicant to be true and correct. 1 f sirmenne did not have to file an incc+nrt_~x rrturn or just darted ~~~~rl~in+~ liill_liine tlxir run~ent income (based rnr_a full }r;:r) ~~ ill-he use,l to establish the hou<rh++l~ cate_oty, Social Security report of cm1~l„+._rr(_•1 _and loruinn s eerds, or W2's for necessan+ amount of a41-ihryeats worked in Pitkin County re~luircd for the specific RO project. if-tlrr-r:1><av~ i~rt:~natieir-i;--rreE •+vai4a>~le; 'ithe applicant must provide additionalether documentation as reasonably requested liv APC'H:\ and to .\I'CI1:1's >afi~tit~tion~rre~t+zsted-bv 2. Employment Verification: All W-2 forms from a minimum of the previous four years (purchase)__l_t~>tuh; ,+ill hc~ Formatted: Indent: Left: D.5^, Hanging: 0.5" ac~ept~d if 11?•s cannot he 1+r„~ id;,1. R< <nt ~~:~., 1 ~ slubs:;E~~~'=--=:!r: ,. , :..-il:a?::~'1. Employer(s) name, address, telephone and dates of employment. Housing Office Employment Verification Form [signed by employer(s)]. Evidence of legal residency. Landlord verification of residency, specific dates. Guidelines Amended D3/2010 Page 25 provided are still not to APCHA's satisfaction. the applicant may appeal to the Special Review Committee. 967 ~ g. Valid _C~~I,~,:,,I,~f';Il.r:; £=~•r,:~,~ Dt7ver_, License. 968 h. Valid Pitkin County Voter Registration. 9 69 i. Verification of telephone service in Pitkin County. 970 I j. C'c~w~lu~~~ra Divorce Decree or Separation Agreernent including alimony, ,~a,':-child 971 support:±n,l cu~~~•,l~ an:,,ng•~n,;n~s. A copy must indicate that it has been entered in the 972 record with all exhibits and supplements attached. 973 k. Applicants desiring to purchase a unit will be requu•ed to sign a release in order for the 974 \V'c'I LV !: u,icv ~ ?a':er to obtain a copy of the loan application from the lender. 975 1. Any additional information the Af'111:1Wcx:;inn--{~fti~a will requu~e to verify the 976 applicant's f;,ll-tune r_~i.i~_nc~}~:~-ae:e-a in Pitkin County; e.g., business and personal 9 7 7 banking records, utility bills, etc. 978 m. Picture 1.D, 979 980 al=l:-;~ --.,Ix.-r-in-tarn~n " • °''-`•'~, TEhe applicant must provide additionalethrE 981 documentation as reasonably renucsted by APCI LA and to :1PC111's Bali>fncti~m~ts i~tgt~ted-by 9 82 I'~~} 1., ,:<i:;.,~if#-ter. 983 984 I 3. When someone i self-employed and-nr works too few or-~;;«-hours for an employer, then the 9 8 5 number of hours worked in Pitkin County must be clearly documented by providing: 986 9 8 7 a. A complete copy of the applicant's most recent tax retums, including Federal tax returns, 988 Schedule C (profit and loss statement) and all other completed schedules, and State tax 9 8 9 retums and copies of most recent W2's and or 1099's for each job (if applicant received 990 W2's and/or 1099's). 991 9 92 b. Copies of any paycheck stubs received by the employee or an up-[o-date profit and loss 993 I statement-car-gin-islLta-c;ate{~r,-'lt~tnil},~s-sktt~+rzznt. 994 9 9 5 c,_ _A copy of a current ~\~~~ n business license. 996 997 f.d. ('e~y~~ n( t',r _I~p;e f~~r nnv hu:in,; space rrii'c~.l by the a lirant l~~c~te~l_in- Pithin - 998 Cntntlc. 999 10 0 0 I d-e. The following documentation must be provided if a, b,-and c and d above do~~ not verify 10 O 1 the employment requirement and the residency requirement. 1002 1003 I 1) A copy of a current detailed work log or appointment book }~~r-tl:e !a,:-rr., {.~< at 10 D 4 lza.:-t`:~-l~:a-<iFe Brier; listing hours worked each day for each job or appointment and 1005 clients' names and local addresses. Time spent in marketing, accounting and other 1006 administrative tasks in support of the business will also count towazds the 1,500 1007 hours per year employment requirement if the applicant can clearly demonstrate to 10 0 8 the Housing Office that this is the case. 1009 1010 2) Copies of invoices sent to clients, particularly if the invoices reflect the amount of 1011 time spent on the job invoiced (and copies of payment for invoiced work); 1012 Formatted: Ust Paragraph, Left, No bullets or 1 numbering, lab stops: Not at 1" J Guidelines Amended 03/2010 Page 26 1013 3) A Client List, which would provide client names with local telephone numbers and 1014 local addresses, type of work done, and approximate time spent with client per 1015 appointments in a year. 1016 1017 I 4) Any additional documentation the 1 P(I L-~! 1.- ;:-~ t ~r;:~ may require to ve+ify the 1018 applicant is employed in Pitkin County and occupying the unit as their primary 1019 residence, such as business and personal banking records; utility bills, payments 10 2 0 received, etc. 1021 1022 [t is the responsibility of the applicant to clearly demonstrate that he/she is meeting the full-time 1023 employment and residency criteria. lhe_a~~licant mint provide documenttti,,p to :1P1'il:\'s 1024 s:ui~f;ictiun. _If the household does not specifically fall under the current policy, the household 1025 may request a Hearing before the I h~{=,i, ;=-[;arid-Si~~~ci;,l R~~ierti Co,nrnittee for review. 1026 1027 4. Additional Conditions and/or Requirements: 1028 1029 a. In m~,~l in~t;mce~e6ross income is not limited, butnetassets=in~lu~lii:__hul nil liinil~tl [i~ .Formatted: Indent: Left: 0.5', Hanging: 0.5" 1030 oth~~topenyoe'ned h~~ al,pfaant Gts^, ofictinm~nt .rcount ~1,c4~s ~ ul t.m~6,-etc-mav 1031 not escec. °.. c.,.:. ' •~ .., .....•'.::15900,000. - - - 1032 b. An owner cannot own any other developed residential property within the O,~nershin 1033 F,zchi;i„n lone a~ drtinrd herein in the I~ainiti~m ~;ertiiaiF;~::r;±z-._,:.,I,, c~;„t~~ 1034 ~rstru+. - - - 1035 c. See Ule deed restriction for the specific RO unit for any other additional restrictions 10 3 6 and,'ar conditions. 1037 I d. Applicant must demonstrate that t•.+rir income/earnings are earoed primarily in Pitkin 1038 County (75%). Applicants must demonstrate that they pay Colorado Income Tax as a 10 3 9 Colorado resident. 1040 1041 5. Resale of RO Units: The owners of an RO unit must list the unit l~~r ri .ale through the 1042 \I'C'l 1:11-I~+~s~n~-Allice, unless the specific deed restriction states otherwise. At the tone of the 1043 listing, the Owner will pay to the ,11'C'f I ~L:'~•e,isi« c)IE':re a Listing Fee of one percent (1%) of 1044 the total sales price. The unit will go through the normal selling process, with a lottery held at 104 5 the end of the two-week bid period. At the time of closing, the Owner will pay an additional 104 6 Sales Fee of one percent (l %) of the total sales price, for a total of two-percent (2%) of the 1047 overall sale's price. 1048 104 9 SECTION 4 1050 MAINTAINING ELIGIBILITY FOR 01YNERSHIP 1051 ~ OF:~1'C'IL~DICICD-Kl•:Sf_IllCl}~.I):~-hl~OR1).lE>L-ES HOUSING 1052 10 S 3 There is not a requalification requirement to meet Income, Asset and Minimum Occupancy for persons 1054 who have purchased and own an affordable-housing unit. The household must remain a qualified 10 5 5 employee or retiree, continue to occupy the unit as then primary residence as defined in these Guidelines, 1056 I and not own any other property within the t?n n_nhin ['~~_I,.~i~,n 7~m~•Ro;trin,-I~-c?rk~al~y as defined in 1057 these Guidelines, and as they are amended from time to time. APCHA will require all owners [o 10 5 8 complete and sign a Requalification Affidavit on a biennial basis. 1059 Guidelines Amended 03/2010 Page 27 1060 1061 1062 1063 1064 1065 1066 1067 1068 1069 1070 1071 1072 1073 1074 1075 1076 1077 1078 1079 1080 1081 1082 1083 1084 loss loa6 loe7 loa8 1089 1090 1091 1092 1093 1094 1095 1096 1097 1D98 1099 1100 1101 1102 1103 1104 1105 APCHA has the right at am' time to request additional documentation through an audit or follow-up on a complaint to show proof of employment and residency. Additional documentation may include items previously stated in Section l_ahjn ~~. All qualification items under Part III, Section 1, I-5 shall apply to continue ownership. Housin~~ Office Resuonsibtlities: APCHA will mail Renualification Affidavits on a biennial basis to all owners. I€-a~t~npliriRFis - aint-,~-•_w r...a~ .-. ......... ... .. c,,.,...._., .t,. r....t,e~Rtp . .led-w'it}TiR39-fakRdaF-d8yS6f ,.C .G~ ., ....,1..:...., :!'.~. ~: ~ ....1 w R:.7.,..:a 1,.,..., ..• 1.., ...... ..A T1, - 1,:.. ...1 .. FF:,~n..:• Rt~IfaRE2-ltH2F. APCH.0. will research complaints followint established procedures. See Part 4'h Compliance. f€ the-~wnrr -dom.,, ..a :•,,: ,.~,.«t... •,,~.:RiEia~npliaRee-~eFter,-a-~~e^~ ee:r;l-}ranee IeEter will-~, sent. '1=ke-t-i .,,;....,., ~...._M ..:,~ ~._~ ,.~..~~~ _.._~~.._ }tt.rr>- -I€-t by--r~~rl•~-aR SeR . WAl3ZF-BAI~y--H', '}tlt-R9 . iReRtiOR-@~El1eREn8Rttti6r-RddF2SS~ BfIE~-M+t}l-briCf}y-01iEIfR2-Fh2-faSf. 4, -1f-t#~e-a.~Rer~lees-ne ~~~;;-„~~,° •~ ~ . a^ °~, d-deadli:.~" o~~-.-r-'.' ~.~'1-seRd-a-frnaF-letie. e a £....,1 t_.«~. .,.:11 .. E-lett.. ,,.; n t. , , e... ti., ...,., t.......a ....: a .a .,,.. iI. Owner's Responsibilities: Owner must meet and nrsintain all ofthe initial qualifications previously stated in Section l except for theincome/asset qualification. s)~~.nrt nnut m;tke tina~ly s~m,n( of ull reeul:u nn~l ~.•ri.il a~~cs=menu duly im ~na~d urn the 3. Once an owner receives a letter from the Housing Oiice, the owner must provide the completed form andlor any additional documentation requested by the deadline stated in the letter. ti!t, .fit iil l~:2 c ,4!~c'[ ~. "kli il, 6.-t =Et ,..,: 7~•'_. t, -, i,i ::~: st1 ,. ~ .-i::~ .. ~..r rf~!-,-c .. =j~i:.i18<a Y. IF-e.R•r~-isltrs~-~l+:tre+trtl.~-?'..T`.=~hr-os+-Res--must-st+b+rat-..-..+ttrtt-rr~}ctssF-f .~•,~;--.~' .mod ' ' ~ e h.:--erigiRally-sFkc~~it~-I~~ "nr-.,-O;z'~t~idekit~aRd Guidelines Amended 03/2010 Page 28 1106 ~ - 0 110 7 all-ae • 1108 :. - - 1109 H:S. 1€-il~e-t~wnr~{}~.es-neat-re~,nci-and=ter-if-iheewnrr~~s-nat-list-kthlttrriE~':y-the-#inalTle~llin~r~.l 1110 ~,~ru~:r~w:':1: ~ll,~v-ra;r,',-itl,_;;t ; i~ ~,>ate ~~,_ :1 ::-.. ~., 1111 1112 SECTION 5 1113 PRIORITIES FOR PERSONS BIDDING TO PURCHASE 1114 AN AFFORDABLE HOUSING UNIT 1115 1116 The .11'c'I I_11-!.*t~~i~~~-E-?lii~r operates a lottery for the sale of affordable housing properties. The qualified 1117 person(s) submitting the highest bid price, which does not exceed the maximum rer,rlcl~id price, during the 1118 bid period shall have the first right to negotiate a r,~nusct f;,r the purchase of the unit. If two or more 1119 qualified bids are submitted at the ;>_~ inunn n;al~ hi ~4rr>E-E*i..r-price, they shall receive preference and be 112 0 prioritized for selection as the top bidder in the following order: 1121 112 2 I I. Persons with a present ownership interest :r. Joint l'cnant, or Tenants In Common, in the affordable 1123 housing unitnfl_•red f~rrr:al~•. 1124 112 5 2. Person(s) chosen by the remaining owner(s) to purohase the interest of another owner. as Inn _ a, th~• 1126 huq=hold is _~c,lifir~l_,i d~•~inrd I~rr~in. ANY OIIIER O\1'~F.RSIIIP 1\TI;RI•aT 1127 1=R-'<~G1t3NAF-S-~I.E=ti MUST BE APPROVED BY SPECIAL REVIEW IF NOT UNDER A 1128 COURT ORDER DUE TO DISSOLUTION PROCEDURES :~\U SOLD TO A QUALIFIED 1129 F~IPLOti'E;F. 1130 1131 3. Qualified spouses and/or children of cun•ent owners, including joint custody of the children, and/or 113 2 qualified parent(s) meeting minimum occupancy. A transfer between siblings is permitted; however, 113 3 any I_.il#i~r{=x,n who is gaining ownership by a transfer between a family member (as defined in these 1134 Guidelines) must qualify fully under that specific category. ,\rv tran:f~r mint he t•, n acti~el, 113 5 _,,,1,I~,~~:cd Pitkin County=n,hfi,~rr _~; ~l~ Ilnr~l hc,~_in. For example, if the unit is a Category 3 unit, the 113 6 sibling must qualify as a fully qualified Category 3 person with a work history of at least the last four 1137 ears. TGe bt:rt' r ~, rr rhi(;f , _;,L h~° dt,,;~~ ,ri~hni,r mceri,r rite ro ?rior-itr :~uircnrt~,trr' Irnr~~rr~~ Y 1- - --- -- ~ v t 113 8 rl,~ c ~nr~,tt a,r,p, -;ill '.~'T hz l_:n~i+~~ih_~,rn~runt i+r urd<r fn lntns(~r tlr,~ tvnk to th,~ a:h,G ~•lril 1, u,rl,•cr 1139 the naren[ Ls nanrrrrQ 6uo a retool cinr_ ~ n: ~~ e 4~rdn C'r~,~n,ac la+, r r co:r~~_, ~hi, d.• !,_ rr~~',1 1140 r•ctirenrent pro_rtmt shardd one hr rn ! l ',ir cribl n~ nr h narki; - u!!-r.,. m l •,J,: 1141 C'~:u,ro upat transfer o~the decd. -Transfer xithin immediate family to a qualified buyer requires a 114 2 $ ~,r00 n-mrr e,• ee, and must be approrrd by the Housing O]~ce prior to the transfer. The qualified 114 3 buyer is also regtrit•ed to enter into a new deed restriction during lfte transfer process 1144 1145 4. Persons living in and owning another unit within the complex who meet minimum occupancy 114 6 standazds. A person must have owned his in-complex unit for at least one year prior to receiving the 114 7 in-complex priority; however, a household who has owned less than oue year can also receive an in- 114 8 complex priority if a person with at least one year ownership in that complex has not applied .:;':~!'or 114 9 will be in the next highest priority. However, in new developments, the initial owner of a new unit 115 0 may exercise the "in-complex" priority prior to a one-year ownership as long as minimum occupancy 1151 is met and the household still qualifies within the category of the unit opening up. if there are more Guidelines Amended 03/2010 Page 29 1152 1153 1154 1155 1156 1157 1158 1159 1160 1161 1162 1163 1164 1165 1166 1167 1168 1169 1170 1171 1172 1173 1174 1175 1176 1177 1178 1179 1180 1181 1182 1183 1184 1185 1186 1187 1188 1189 1190 1191 1192 1193 than one in-complex bids meeting minimum occupancy, a lottery will be held by giving the number of chances as stipulated below. On an in-complex move, a unit must open up to bid to other For new multi-phase projects, [he in-complex priorities will apply after completion of each phase; however, the initial owner may exercise the "in-complex" priority prior to a one-year ownership within the phase associated with that household's unit and may not exercise the in-complex priority in any other additional employee-housng phases of the project. The in-complex priority DOES NOT apply to any sinnlNfamily homes. No bids will be accepted fora household that is in a higher category than the <~rzunil being sold. The STUDIO UNITS: 1. A single person with four or more consecutive years of employment in Pitkin County immediately prior to application for purchase. 2. A household greater than one with four or more consecutive years of employment in Pitkin County iuunediately prior to application for purchase. 3. A household with one to four years of consecutive years of employment in Pitkin County immediately prior to application for purchase. -1._A household with less than four years of consecutive years of employment in Pitkin County immediately prior to application for purchase. emalovee whose qualifications were anaroved by APCHA prior to such occu~ancv. ONE-BEDROOM UNITS: 1. A household of one or more qualified employees with four or more consecutive years of employment in Pitkin County immediately prior to application for purchase. 2. A household of one or more qualified employees with one to four consecutive years of employment in Pitkin County immediately prior to application For purchase. ?_A household of one or more qualified employees with less than one consecutive year of employment in Pitkin County ilrunediately prior to application. Two-BEDROOnl UNITS: i Mialnnon OcnyxnrcY Gsre /kfinir;o~u) vs ~~sed heroin u wx perwn (,ritR an onrienl,ip u~xru{I per lxdr»om mid/wa Jeprnd •nt A Deperniav B defi~xd aril ems be rowued far n trd,mm m snpufnred m Pn,r X !kf Hons. Formatted: font: Bold Formatted: Highlight Formatted: Indent: Left: 0.38", Hanging: 0.25', No bullets or numbering, Tab stops: Not at 0.63" Guidelines Amended 03/2010 Page 30 1194 1. A household of at least two qualified employees or one qualified employee and one dependent 1195 which said employee(s) has four or more consecutive years of employment in Pitkin County 119 6 immediately prior to application for purchase. 119 7 2. A household of at least two qualified employees or one qualified employee and one dependent 1198 which said employee(s) has worked one to four consecutive years of employment in Pitkin 119 9 County immediately prior to application for purchase. 1200 3. A household of at least two qualified employees or one qualified employee and one dependent 1201 which said employee(s) has worked less than one consecutive year of employment in Pitkin 12 02 County immediately prior to application. 1203 4. A household of one with four or more consecutive years of employment in Pitkin County 12 0 4 immediately prior to application for purchase. 1205 5. A household of one with one to four yews of consecutive years of employment in Pitkin 12 0 6 County immediately prior to application for purchase. 1207 f~A household of one with less than four years of consecutive years of employment in Pitkin 1208 County immediately prior to application for purchase. 1209 r3-7.:~ h~~ir:~h~~ltl._~t the tints ~~l an__ihnli~,iti~~n f~,r aPnro,.a a__i ~iu.il_ili_,l retirc_d~snn. who has 1210 nc~cr ~ecupial lced_rc. rnir~l_hcnrur~_~uh~cit to_;i,lminislr,iu~,n by :1PL11:\ a_a gn.~lilicd 1211 cmt?Lnr~• shy, lualili: ill ,n;,cct n1,1,_r..~ced be r1P(II \ phi„i_~, ueh ~~~~ul_~nt~'. 1212 1213 THREE-BEDROOM UNITS: 1214 1215 1. A household of at ]east two qualified employees and one dependent, or one qualified employee 1216 with two dependents which said employee(s) has four or more consecutive years of 1217 employment in Pitkin County immediately prior to application for purchase. 1218 2. A household of at least two qualified employees and one dependent, or one qualified employee 1219 and two dependents which said employee(s) has worked one to four consecutive years of 1220 employment in Pitkin County immediately prior to application for purchase. 1221 3. A household of at least two qualified employees and one dependent, or one qualified employee 1222 and two dependents which said employee{s) has worked less than one consecutive year of 1223 employment in Pitkin County inunediately prior to application. 1224 4. A household of at least two qualified employees or one qualified employee and one dependent 1225 which said employee(s) has four or more consecutive years of employment in Pitkin County 1226 immediately prior to application for purchase. 1227 5. A household of at least two qualified employees or one qualified employee and one dependent 1228 which said employee{s) has worked one to four consecutive years of employment in Pitkin 1229 County umediately prior to application for purchase. 12 3 0 6. A household of at least two qualified employees or one qualified employee and one dependent 1231 which said employee(s) has worked less than one consecutive year of employment in Pitkin 1232 County immediately prior to application. 1233 7. A household of one with four or more consecutive years of employment in Pitkin County 1234 umnediatelypriortoapp]icationforpurchase. 1235 8. A household of one with one to four years of consecutive years of employment in Pitkin 123 6 County immediately prior to application for purchase. 1237 I 9_A household of one with less than four years of consecutive years of employment in Pitkin 123 8 County immediately prior to application for purchase. Guidelines Amended 03/2010 Page 31 1239 X10. A household. at the time of an application for approvals as a~tualified retired person, 1240 ~~ho has never occupied decd-restricted housing subject to administration by APCH,\ as- a 1241 yu;tl•Ii~~lgn~li~~ce~~hn-~qutlifi:ttt n~pri~ tlnr~.,~_dhv-tPlll:\1?ri,,rtoui~:ho~,~l?tn,:~.: _. - - - - 1242 1243 FOUR-SE~ROOM UNITS: 1244 1245 1. A household of at ]east two qualified employees and two dependents, or one qualified 124 6 employee with three dependents, which said employee(s), has four or mare consecutive years 124 7 of employment in Pitkin County inunediately prior to application for purchase. 1248 2. A household of at least two qualified employees and two dependents, or one qualified 1249 employee and three dependents which said employee(s) has worked one to four consecutive 12 5 0 years of employment in Pitkin County immediately prior to application for purchase. 1251 3. A household of at least two qualified employees and two dependents, or one qualified 1252 employee and three dependents which said employee(s) has worked less than one consecutive 12 53 year of employment in Pitkin County unmediately prior to application. 1254 4. A household of at least two qualified employees and one dependent, or one qualified employee 1255 with two dependents which said employee(s) has four or more consecutive years of 12 S 6 employment in Pitkin County unmediately prior to application for purchase. 12 5 7 5. A household of at least two qualified employees and one dependent, or one qualified employee 1258 and two dependents which said employee(s) has worked one to four consecutive years of 12 5 9 employment in Pitkin County immediately prior to application for purchase. 12 6 0 6. A household of at least two qualified employees and one dependent, or one qualified employee 1261 and two dependents which said employee(s) has worked less than one consecutive year of 12 6 2 employment in Pitkin County immediately prior to application. 1263 7. A household of at ]east two qualified employees or one qualified employee and one dependent 1264 which said employee(s) has four or more consecutive years of employment in Pitkin County 12 6 5 immediately prior to application for purchase. 12 6 6 8. A household of at least two qualified employees or one qualified employee and one dependent 1267 which said employee(s) has worked one to four consecutive years of employment in Pitkin 12 6 8 County immediately prior to application for purchase. 1269 9. A household of at ]east two qualified employees or one qualified employee and one dependent 1270 which said employee(s) has worked less than one consecutive year of employment in Pitkin 12 71 County immediately prior to application. 1272 10. A household of one with four or more consecutive years of employment in Pitkin County 12 7 3 immediately prior to application for purchase. 1274 11. A household of one with one to four years of consecutive years of employment in Pitkin 12 7 5 County immediately prior to application for purchase. 1276 12. A household of one with less than four years of consecutive years of employment in Pitkin 12 7 7 County immediately prior to application for purchase. 1278 -1_'-.13. 1 household, at the time of an ~t,~lication for ~rncals a; a qualited retii~d l,c_rm, 1279 ~_hi. ha; ne~~r i~c~.ut~ic•~1 ~1~~_~i-r~aricted h.nisin_~ <.,bjc~l to administration by APClL1 a a 1280 ~lu:_litii•d cmnl } ~•.I~,, liJi_itu ni ir~~ at~l~rn~ l by :~PCf,I l.ltn~r to much occt~anc}_: 1281 - 1282 Arn~ir~rnir u•ho lfrr+rr l:ave lejt the Roari~rg Fork Valley and then returned; rues would only become re- 12 8 3 eligible if yoe~lher meet aJl of the follownr~ erlieria: 1) work in Pitkin Camrry at least four years prior to 12 8 4 absence; Z) absence l:as been jor no more than are year; 3) currently working In Pitkur Corurty; acrd 4) Guidelines Amended 03/2010 Page 32 128 5 yearly income would be based on current annual income or annual irrcame in Pitkin Coanty prior 1o the 12 8 6 absence, whicltever is greater. 1287 12 8 8 Each household in the top priority will receive the fallowing number of chances. These chances relate only 12 S 9 to those households who have worked in Pitkin County four years or more. Any other bidder who has 12 9 0 worked in Pitkin County less than four years, will receive only one chance if a separate lottery is held 1291 12 92 Working in Pitkin County greater Than 4 years, less than 8 years 5 chances 12 9 3 Working in Pitkin County greater than 8 years, less Iltan 12 years 6 chances 12 94 Working in Pitkin County greater than 12 years, less than l 6 years 7 chances 12 9 5 Working in Pitkin County greater than l6 years, less titan 20 years 8 chances 12 9 6 Working in Pitkin County greater than 20 years 9 chances 1297 12 98 After prioritization, names of bidders with the highest bids of equal amounts and equal priority status shall 12 9 9 be placed in a lottery which will be held within a reasonable amount oftime following the deadline for bids. 130D 1301 If the terms of the proposed purchase contract, other than maximum price, as initially presented to the 1302 owner, are unacceptable to the owner, there shall be a mandatory negotiation period of three (3) business 13 03 days. During this period, the owner and potential buyer shall endeavor to reach an agreement regarding said 1304 terms, including but not limited to the closing date and financing contingencies. If the owner and buyer 1305 have not reached an agreement at the end of the negotiation period, the next bidder's offer will then be 1306 presented to the owner for consideration. Anew three-business day negotiating period will begin. All 13 0 7 follow-up qualified bids will be processed in a like fashion until the unit is sold or all bids aze rejected. If 13 0 8 the owner rejects all bids, the unit shall be placed back on the market for new bids or withdrawn from sale. 13 0 9 The owner shall be subject to the provisions of Part V, Section 3, paragraph 1, regarding sales fees. 1310 1311 ]f a unit has been expanded to include another bedroom, minunum occupancy shall be based on the original 1312 bedroom count (e.g., fora 1-bedroom unit expanded to a Z-bedroom unit, a single person household would 1313 meet minirnurn occupancy, and the unit would bemarketed as aone-bedroom unit). 1314 1315 EXCEPTIONS TO PRIORITIES SUBJECT TO (SPECIAL REVIE~'V): 1316 1317 1. Emergency workers (see Definitions) meeting minimum occupancy may qualify for placement into 1318 the top lottery priority (except past aphs 1, 2, 3 and 4, of Part III, Section 6). The employee may 1319 compete wit}r other applicants in that category (with a rnaxitnum of 5 chances) upon approval from 1320 the Public Safety Council. In order to receive the emergency worker priority, the emergency 1321 worker must have been in service to the community with that agency for a least one yeaz. The 1322 worker will be required to be in service to the agency as a qualification of ownership until they have 1323 courpleted four years of service. If the worker (eaves the emergency status position before that 1324 time, they will be required to list their unit for sale to a qualified employee. (The option for Special 132 5 Review of circumstances for leaving is open to emergency workers.) 1326 1327 2. After in~omplex bidders, fast priority for mobility disability units shall be given to handicapped 1328 persons prioritized by length ofresidency and who meet the definition ofa mobility disability. The 1329 handicapped person must meet APCHA's Guidelines criteria for a mobility disability as well as 133 0 other minimum occupancy criteria to receive this priority. 1331 Guidelines Amended 03/2010 Page 33 1332 ~ ~ ___ _Persons removed from their residence in Aspen or Pitldn County due to conversion or 133 3 reconstruction of their residence by government action may receive higher priority upon Special 1334 Review. 1335 • 1336 2 -1. It is ~tithin the discretion of r1PC11.1 to dettnninethat anydeed-restricted unit I~uared in 1337 a condominium or subdivision. which also includes free-market units. has been rendered 1338 unaffordable as adeed-restricted unit as a result of Qeneral or special assessments. The 133 9 ov~~ner(sl of the deed-restricted unit will have the hiehest priority to move into a like unit at 1340 the same cateeoty of the unit currently owned. The APCHA. City of Aspen, or Pitkin 1341 County will have thz highest priority to purchase the unit that the owner is can-ently in at the 1342 ma"timum reslle price accordin}to the deed-restriction recorded on said property and 1343 subject to the provisions of these Guidelines. The APCHA may release the decd-restriction 1344 on said property and sell thz property at fair-market value as afree-market property. The 1345 :1PCHA will be reimbursed the amount of the purchase price of said unit plus a 2% sales 1346 fee with the balance of the funds going to the City or County for future development of 134 7 deed-restricted housins. if the APCHA, City or Countypaid in any additional assessments, 1348 those funds shall also be reimbursed to APCHA. City or County. The APCHA shall only 1349 aPprn~e died-restricted units in mired nr-oiects IF the c~~ndominium declarations include 1350 adeiwate omvisions limiti^<_* a~_essmnts on tl;c uc.` I-r_tricted units so that they will 1351 ~ remain affordable. , 1352 1353 Formatted: List Paragraph, Left, No bullets or numbering, Hyphenate, Tab stops: Not at -1" + 1.4a" + z" Formatted: Font: 12 pt, Not Bold Guidelines Amended 03/2010 Page 34 a ~.~ p w ~W W =Z ~/~ a a ~ 3 2 c W ~ O w ~ ~, g ¢ a u. z w v / O a` ~ m ~ o ~ N W N ii : . ' ~ Z O o~ 4 m ~ ~, a J ~ ~ ~ m T / ~ i U _ ~ m ~ .E ~ N V D ~ D LL ~ N > d ~ W ~ N ~ U yy vv 5 ¢ Q Q ~ J ~~i aDO C O N ~j j C N .~ C y (C Ol O N mC ~ N N N c0 0 ~ a ~ ~ a ~ E N ~ T N ~`~ ~m ~ U~ c E m dim l9 ~a uZj° `~NE`o T C Y N n' C (~ U rs ~ N ~ N O~ ~ f- w0 O 01 N ~ T ~ -Np C f~~ f E "~' N ~ V ~ O ~ N_ ~j l0 R ~A Q O Z~ N tp ~ ~ ~U ~" ~ y O- L y d ~ ~~ O N ^N. Rf .~. ~ N d ._ ~ ? O m rn j O p -O O C O) 'C ~ ~ O_C~ a.~? E i ~° ~ T ~ N C ~ o= ~ m a ~ U ay 2'a O U i ~ ~ ~ O N ~ N_ r ~J a ~g 1 ~.~ l( n r ~YK ~ I MEMORANDUM TO: Baazd of County Commissioners FROM: Lance Clazke, Assistant Director Community Development RE: Joint Meetings with Ciry of Aspen and Town of Snowmass Village DATE: March 24, 2010 ISSUE FOR JOINT MEETINGS DISCUSSION: An item of inquiry for the Board in upwming meetings with the Aspen City Council and the Snowmass Village Council might be how the respecfive jurisdictions are dealing with "expired" building permits. Virtually all building codes have a provision that aproject/permit is considered "abandoned" if there has been no progress in any 180 day period. The recent economic downturn has put several projects in Pitkin County in to this "abandonment" category. The Board may want to ask Aspen and Snowmass how they are dealing with this issue. It is our understanding that Aspen has adopted a policy to allow a six month extension on the standard 180 days. County staff is currently undertaking a survey of other "resort" jurisdictions to see how this issue is being dealt with azound the State. lancet/cases/ BOCC memojoint meeting expired 61dg. pennits.doc SPECIAL MEETING CALLED FOR EXECUTIVE SESSION Date April 6, 2010 Call to order at: S~. ncilmembers present: Mick Ireland Steve Skadron Dwaine Romero Johnson II. Motion to go into executive session by ; (J V Ot er persons present: ~ 1 C'.~ ' ~(,Z}-Q~ FO 1 ~~ lti(.C1t~ Vkdtl / 1(IC.CC ick Ireland J teve Skadron Wayne Romero Torre erek Johnson Councilmembers not present: ^ Mick Ireland ^ Steve Skadron ^ Dwayne Romero ^ Tone ^ Derek Johnson seconded by ~ l~d~ ~ ~~ ~ C Steve Skadron Dwayne Romero Torre Derek Johnson III. MOTION TO CONVENE EXECUTIVE SESSION FOR THE PURPOSE OF DISCUSSION OF: C.R.s. 24-6-402(4) (a) The purchase, acquisition, lease, transfer, or sale of any real, personal, or other property interest (b) Conferences with an attorney for the local public body for the purposes of receiving legal advice on specific legal questions. (c) Matters required to be kept confidential by federal or state law or rules and regulations. (d) Specialized details of security arrangements or investigations, including defenses against terrorism, both domestic and foreign, and including where disclosure of the matters discussed might reveal information that could be used for the purpose of committing, or avoiding prosecution for, a violation of the law; (e) Determining positions relative to matters that may be subject to negotiations; developing strategy for negotiations; and instructing negotiators; (f) (I) Personnel matters except if the employee who is the subject of the session has requested an open meeting, or if the personnel matter involves more than one employee, all of the employees have requested an open meeting. IV. ATTESTATION: The undersigned attorney, representing the Council and being present at the execufive session, attests that the subject of the unrecorded portions of the session constituted confidential attorney-client communication: The undersigned chair of the executive session attests that the discussions in this executive session_wer ited to the topic(s) described in Section III, above. l~0 Adjourned at: SPECIAL MEETING CALLED FOR EXECUTIVE SESSION Date Apri16, 2010 Co ncilmembers present: Mick Ireland [~' Steve Skadron [xDwayne Romero Torre []Derek Johnson IL Motion to go into executive session by Other persons present: Call to order at:.~'~m. Councilmembers not present: ^ Mick Ireland ^ Steve Skadron ^ Dwayne Romero ^ Torre _ ^ Derek Johnson /L~ ;seconded by AGAINST: FOR: `\~~( [Mick Ireland ^ Mick Ireland []Steve Skadron ^ Steve Skadron [Dwayne Romero ^ Dwayne Romero [~ Torre ^ Tone [/7 Derek Johnson ^ Derek Johnlon ~uc~saec*~ ~,t.._ III. MOTION TO CONVENE EXECUTIVE OR THE P OS OF DISCUSSION OF: C.R.S. 24-6-402(4) Z 1.~~d .~ ~ ~ E~~G~i, C6~ ~ (e) C'b) ~ (~ - a) he purchase, acquisition, lease, transfer, or sale of any real, pefsona , or other property interest (b Conferences with an attorney for the local public body for the purposes of receiving legal advice on specific legal questions. (c) Matters required to be kept confidential by federal or state law or rules and regulations. (d) Specialized details of security arrangements or investigations, including defenses against terrorism, both domestic and foreign, and including where disclosure of the matters discussed might reveal information that could be used for the purpose of committing, or avoiding prosecution for, a violation of the law; e) Determining positions relative to matters that may be subject to negotiations; developing strategy for negotiations; and instructing negotiators; (f) (I) Personnel matters except if the employee who is the subject of the session has requested an open meeting, or if the personnel matter involves more than one employee, all of the employees have requested an open meeting. IV. ATTESTATION: The undersigned attorney, representing the Council and being present at the executive session, attests that the subject of the unrecorded portions of the session constituted confidential attorney-clien ication: r The undersigned chair of the executive session attests that the discussions in this executive session were limited to the topic(s) described in Section III, above. Adjourned at: