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Attach F9 Proposal Summary - Homes _ Community Renewal

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Applicant: Westhab, Inc.

Project: 22 Tarrytown Workforce Housing





Attachment F9: Proposal Summary

Project Information



22 Tarrytown Workforce Housing will be a multi-family, mixed-income, rental building

located in Westchester County at 22 Tarrytown Road, Greenburgh, NY 10607. The 27,574

SF, three-story, 28-unit building will have an elevator and will include 15 studio, 10 one-

bedroom, 3 two-bedroom apartments, tenant storage, and laundry and community room. The

building will contain 16,063 SF of residential space and 11,511 SF of common areas. The

Project will serve income bands at 30%, 46%, 48%, 50%, 57%, 60%, 62% and 65% AMI.

The apartments will have individual high-efficiency HVAC combined with hot water.

Tenants will pay for their own heat, air conditioning, hot water, cooking gas, and electricity

(offset by utility allowances). Tenants will also pay for laundry and parking (construction

costs of parking is not included in eligible basis). Visitor parking will be free. Trash pick-up,

sewer, and water are included in the monthly rent. There will be no commercial space or

community service facility included.



22 Tarrytown Workforce Housing has been conceived under DHCR’s Green Building, and

Energy Efficiency Initiatives. Preference in tenant selection for 5 units (18%) will be given to

persons with special needs: homeless veterans, under a supportive services plan (see

Attachment E-1 for Housing & Services Agreement). The veterans can qualify for studio or

one-bedroom apartment depending upon his/her level of income (including subsidy).



Operating expense savings derived from sustainable energy efficient construction and

revenues derived from SLIHC rents above 60% AMI will enable the project to achieve

several public purposes:

 Successful re-integration of Veterans into permanent housing;

 Use of cash flow from energy savings to subsidize rents below 50% AMI;

 Use of an extensive vegetated Green Roof and rainwater harvesting to reduce storm water

runoff from the property in comparison to current conditions;

 Satisfaction of several of the goals and initiatives set forth in the Westchester County

Consolidated Plan:

o bring moderate income families above 60% AMI into the neighborhood;

o provide housing for the homeless (in the form of Veterans for this project);

o provide high quality permanent affordable housing;

o redevelop a grayfield site; and

o reduce traffic congestion by placing housing near public transportation

o stimulate growth in the Route 119 Transportation District.



Development Team/Ownership Information



Westhab, Inc. will act as developer, sponsor, and property manager. Jeff Chu, Senior

Development Associate will be responsible for financing, project development and

construction. Helen Rosenberg, Esq., in-house counsel, will handle loan and finance

closings and organizational filings. Marketing, rent up, property management, and

coordination of supportive services will be performed by Westhab’s Housing Division







Unified 2010

Applicant: Westhab, Inc.

Project: 22 Tarrytown Workforce Housing

(supervised by Ken Wray, Vice President Housing Services). Tax credit syndication

(with Raymond James Tax Credit Funds), and construction loan financing (with Webster

Bank, N.A.) will be performed by Mr. Chu and Ms. Rosenberg.



Westhab 22 Housing, LLC (Tax Credit Partnership), an already formed limited liability

company, will be the ownership entity. The LLC will have two members: The Investor

Member with a 99.99% interest will be an entity formed by Raymond James Tax Credit

Funds, Inc. The Managing Member, with a 0.01% interest is Westhab Greenburgh Housing,

Inc, an already formed business corporation. The Managing Member will have Westhab, Inc.

as a 51% majority stockholder and Sisca Northeast, Inc. as a 49% minority stockholder.

Westhab, Inc. as 51% majority stockholder in the Managing Member will have effective

control of the project throughout the tax credit and regulatory periods. Sisca Northeast, Inc.

as 49% minority stockholder has an identity of interest as General Contractor for the project.

Westhab, Inc. and Sisca Northeast, Inc. will also be co-guarantors under construction

completion, operating deficit, and tax credit guarantees to the Investor Member. There are no

identities of interest between the Investor Member and the Managing Member, nor any

between the tax credit equity and the lender. Sisca Northeast, Inc., minority stockholder of

Westhab Greenburgh Housing, Inc., will also be the General Contractor.



Project Design and Use Information



The proposed site is divided into two elevations but is otherwise flat. The building has been

designed to take advantage of the existing topography and basement excavations to minimize

excavation and grade changes. Westhab, as developer, will contract with Sisca Northeast,

Inc. as General Contractor, to build a new, three-story steel and concrete building with light-

gauge steel and concrete plank.



22 Tarrytown Workforce Housing has been accepted in the NYSERDA Multi-family

Performance Program and has been conceived to achieve at least LEED Silver status. It will

include sustainable features such as passive solar features to minimize heat gain in the

summer and emphasize solar heat gain in the winter, exterior sliding shutters and sun shades

for the windows, an extensive green roof, individual hi-efficiency split-system HVAC units

with no through-wall penetrations, energy star appliances and lighting (with motion sensors

and timers as appropriate), rain water harvesting system (for landscape irrigation) and low-

flow plumbing fixtures.



The grounds will include well-landscaped buffer areas between the building and adjacent

parcels as required by Greenburgh zoning. Residents will enjoy approximately 10,000 SF of

landscaped areas including 2,816 SF set-aside for a children’s play area and outdoor seating



The building will have 3 move-in ready handicap accessible apartments (1 one-bedroom and

2 studio apartments) of which 2 apartments will also be move-in ready for hearing and

vision-impaired residents. The rest of the apartments will be handicap adaptable.



Land Information



Westhab owns the site, had it rezoned to M-174 (Multi-family high-rise) to permit the

development of this building, and achieved Site Plan approval in October, 2009. There are







Unified 2010

Applicant: Westhab, Inc.

Project: 22 Tarrytown Workforce Housing

three existing vacant commercial buildings that will be abated and demolished. Demolition

and construction specs will include provisions for disposal of asbestos and lead in the

existing structures as well as any underground contaminants, if encountered. No abatement

activities will occur until all plans and specs have been approved by HTFC.



The acquisition cost of $1,181,780 represents $814,445 of purchase price plus carrying costs

since January 2009 ($323,505 in interest expense and $43,830 in property taxes). Funding for

these costs will come from the Housing Trust Fund Award, Urban Initiatives Award, and tax

credit equity as summarized in Exhibit 3 to this application.



Development of construction documents will proceed as soon as the notice of award of tax

credits, Housing Trust Fund and Urban Initiatives has been received. The development team

will work with the Building Department during the development of construction documents

so that a building permit will be achieved by November/December 2010. Construction is

projected to begin by March 2011, but could begin as early as November/December 2010,

subject to market and financing conditions.



Project Location and Market Information



The site is in the northeast corner of Greenburgh bordering White Plains adjacent to

commercial shopping on Tarrytown Rd and additional shopping and the Greenburgh

Neighborhood Health Center on Central Avenue. The County-operated Bee-Line bus runs

south on Central Avenue and east/west along Tarrytown Rd. from several stops less than 500

feet from the entrance to the building. The White Plains Metro North train station and the

White Plains Transcenter (regional bus transfer station) are within a 15-minute walk. A&P

and Pathmark supermarkets are approximately 1 mile west and south, and a green grocer is

located across Tarrytown Rd. Employment opportunities in downtown White Plains, the

Neighborhood Health Center as well as Greenburgh’s new public library are all easily

accessed by bus. In addition, residents accessing services at the VA Hudson Valley Health

Care System at Montrose, NY can take the Bee-Line bus to the Tarrytown Metro North

station and then Metro North to Montrose, NY.



22 Tarrytown Workforce Housing will include special needs apartments at 30% AMI to

address demand from veterans served in Westhab’s transitional housing and employment and

training programs. Veterans who have successfully completed these programs will be eligible

for referral to one of the 5 set-aside apartments. Those with sufficient income or who have

been provided with a S+C subsidy can move into a 30% AMI studio apartment. Those who

have secured a VASH Section 8 Voucher can move into a 50% AMI one-bedroom apartment.



With respect to market information for the area, per the Market Study in Attachment C-2,

overall potential demand for our units greatly exceeds supply. There are only three tax credit

developments in the area, two mixed income 80/20 HFA-funded projects along Route 119 in

which only 20% of the units are at or below 60% AMI, and one older development in the

Fairview section of Greenburgh with 48 units at or below 60% AMI.



Project Financing Information



Construction financing: The Investor Member is to pay $0.74 per dollar for $462,000 per

year federal Credits and $0.45 per dollar for $560,000 per year NY State Credits, and will





Unified 2010

Applicant: Westhab, Inc.

Project: 22 Tarrytown Workforce Housing

contribute 20% ($1,187,642) of its capital contributions during the construction period, as set

forth in the enclosed commitment letter from Raymond James Tax Credit Funds, Inc.



Westhab has obtained a commitment for construction financing from Webster Bank, N.A. of

$6,150,565. The construction loan has an interest rate floor of 5.5% and covers construction

(16 months), lease up (3 months), stabilization (3 months) and permanent conversion (2

months) for a total of 24 months. Construction interest for approximately 21 months through

placed-in-service date will accrue to construction and 3 months will accrue to operations.



Westhab has already received a $560,000 award from the Federal Home Loan Bank of New

York Affordable Housing Program and a $400,000 award from the U.S. Department of

Housing and Urban Development, Supportive Housing Program (see documentation in

Attachment D3.) These funds will be used to partially cover architecture fees and residential

hard costs during the construction period. The balance of construction financing will come

from the $200,000 Urban Initiatives award, $880,000 from Westchester County HOME and

Community Development Block Grant funds, and $80,203 in deferred developer fees.



Permanent Financing: Financing during the construction period from tax credit equity

($1,187,642), Urban Initiatives ($200,000), Federal Home Loan Bank ($560,000), HUD SHP

($400,000), HOME and CDBG funds ($880,000) will stay in place as permanent financing.

An additional $4,750,564 in tax credit equity will be paid by the Investor Member upon

Stabilized Operations ($25,000 to be held until issuance of 8609’s). The additional equity,

plus $1,400,000 from the Housing Trust Fund loan will be used to repay the construction

loan. Repayment of the $80,203 deferred developer fee should be achieved from cash flow by

the sixth year of operations.



Rental Income: Five apartments will be rented to homeless Veterans. Veterans referred from

the Montrose V.A., or through Westhab’s Veteran’s Grant and Per Diem and Employment

and Training programs will qualify for a studio apartment at a tenant charge of $468 per

month. Homeless Veterans who have obtained VASH Section 8 Vouchers will instead be

eligible for a one-bedroom apartment renting at $883 per month. Annual gross rental income

for all 28 apartments is expected to be $298,284.



Operating budget: Debt Service, Replacement Reserves: Annual operating expenses are

expected to be $212,919. Annual debt service payments are expected to be $22,800 and

annual deposits into reserves will be $31,349.



How development cost risks will be minimized, how any operating expense issues will be

addressed and, the source and duration of any tax relief or rental assistance that is

anticipated or committed: The project will be constructed under a guaranteed maximum

price contract negotiated with Sisca Northeast, Inc. Westhab, Sisca, and MAP architects have

had extensive discussions regarding the construction budget before arriving at the estimate

used for this application. The project has already received final site plan approval, and

Westhab believes it has fully accounted for all soft costs in the development budget.

Adequate hard and soft cost contingencies have been reserved in the Development Budget as

a hedge against possible unforeseen construction or soft cost expenses. A payment and

performance bond will be in place to ensure completion by a surety company in the event the

contractor does not complete the work per the contract.







Unified 2010

Applicant: Westhab, Inc.

Project: 22 Tarrytown Workforce Housing

Westhab, as manager of over 1,000 affordable rental units in Westchester and Bronx

counties, is able to negotiate favorable prices for supplies and subcontracted work. This

applies not only to janitorial and maintenance materials and services, but also through

consolidated purchasing contracts for energy supplies.



Rents are calculated to be adequate for meeting Operating expenses with modest increases

over thirty years. There is no tax relief program as such in Greenburgh and the estimate used

for property taxes assumes an assessment using an “income” approach as provided for in

Section 581-a of NYS Real Property Tax Law for income restricted rental properties.

Westhab will seek to realize lower property taxes for 22 Tarrytown Workforce Housing as

compared to similarly sized market-rate projects.









Unified 2010



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