FINAL REPORT In December the Funder/Lender Work Group reviewed the final recomendations from the subcommittees and adopted a final report. A Report summarizing the process recomentations and proposed Pilot Project are available below..    Final Report    Proposed Pilot Project

STREAMLINING COMPLIANCE: PROJECT SUMMARY

To reduce the public reporting and inspection costs for owners and administrators of affordable housing, HDC has launched a collaborative initiative to streamline compliance procedures in Oregon. The objectives of the Streamlining Compliance project are:

    To establish a shared and coordinated compliance system among local jurisdictions that will encourage information sharing and reduce the duplication of effort
    To establish a common reporting format that meets regulatory requirements and facilitates the assessment of project performance and risk factors
    To reach agreement upon a common set of terms and definitions to be used in all property inspections and compliance reporting

Funders/Lenders Work Group Roster

• Robin Boyce - Housing Development Center
• Doug Carlson - HUD, Portland Area Office
• Elaine Fultz - City of Gresham
• Stephanie Jennings - City of Eugene
• Louise Lauman - Portland Development Commission
• Gloria Lewton - Clackamas County
• Marlys McNeil- Oregon Housing and Community Services
• Maggie Jonsson - Portland Housing Bureau
• Rena Peck - City of Salem
• Jill Riddle - Housing Authority of Portland
• Ben Sturtz - Washington County
• Nancy Thomas - Network for Oregon Affordable Housing

ACCOMPLISHMENTS TO DATE

To carry out the work of establishing common definitions, procedures, and reports within the compliance system, four subcommittees were formed. The subcommittees are focused on Inspections, Financial Reporting, Tenant Data/File Review, and Technology and are comprised of representatives from lender organizations, project owners, and management firms. Since April 2009, subcommittee members have been engaged in discussions and analysis of the current compliance system, focusing on opportunities to consolidate and coordinate compliance efforts. This work is reflected in the recommendations located at the links below and in the final report.

Special thanks to the work of subcommittee members, who have made significant progress toward the objectives listed above.
Work Group and Subcommittee Member List

DRAFT RECOMMENDATIONS

On August 7, 2009, the Funder/Lender Work Group reviewed and endorsed draft recommendations from each of the subcommittees. In the months ahead, the Work Group will be collecting input and analysis regarding implementation of the draft recommendations. Final recommendations will be adopted in December 2009.

Financial Review Subcommittee

   Draft Financial Review Recommendations
   Draft Financial Report
   Reserve Worksheet - One Page

Inspections Subcommittee

   Draft Inspections Recommendations

Tenant Data Subcommittee

   Draft Tenant and Unit Data Recommendations
   Draft Tenant and Unit Report

Additional Documents and Meeting Notes

   Oregon ON Input Meeting 9-8-09