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CITY OF BEAVERTON COMMUNITY DEVELOPMENT DEPARTMENT (City of Beaverton)

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CITY OF BEAVERTON
COMMUNITY DEVELOPMENT DEPARTMENT
12725 SW Millikan Way
Beaverton, Oregon 97076
VERTICAL HOUSING DEVELOPMENT PROGRAM
Oc
tober 2018
Application for Certification
Vertical Housing Development Project
Table of Contents
PROJECT APPLICATION CHECKLIST ....................................................................................................................................... 1
APPLICATION FOR CERTIFICATION ....................................................................................................................................... 3
NARRATIVE PROJECT SUMMARY ......................................................................................................................................... 5
VERTICAL HOUSING PROGRAM ............................................................................................................................................ 8
FOR BACKGROUND INFORMATION AND PROGRAM DETAILS YOU MAY REFER TO
_________________________________________________________________
City of Beaverton
Community Development Department
CONTACT INFORMATION
Program Manager:
Program Coordinator:
Cadence Petros
Josh Carrillo
cpetros@BeavertonOregon.gov
jcarrillo@BeavertonOregon.gov
(503) 526-2213
(503) 526-2474
(12/2018)
1
Project Application Checklist
Vertical Housing Development Project
PROJECT/PROPERTY NAME:
TO RESPOND TO CITY REQUIREMENTS, THE PROJECT APPLICATION TO THE DEPARTMENT SHALL INCLUDE:
APPLICATION FOR CERTIFICATION OF A VERTICAL HOUSING DEVELOPMENT PROJECT
APPLICATION AND MONITORING CHARGE TRANSMITTAL FORM (WITH CHECK ATTACHED)
VHDZ PROJECT CERTIFICATION AND SUMMARY OF BUILDINGS (EXCEL SPREADSHEET FORM)
CONFIRMATION PROJECT IS LOCATED ENTIRELY IN A VHDZ
LIST OF PROJECT’S TOTAL FUNDING SOURCES AND AMOUNTS
PROJECT’S DEVELOPMENT BUDGET AND TOTAL PROJECT COST
ARCHITECTURAL PLANS/DESIGN OF THE PROJECT (THE FOLLOWING PAGES ONLY)
• OVER SITE PLAN WITH TAX LOTS DESIGNATED AND BOUNDARIES OF SITE
DETAILED SCOPE OF REHABILITATION WORK (INCLUDING ASSOCIATED LINE ITEM COSTS)
PROVIDE COPY OF THE MOST CURRENT YEAR’S COUNTY ASSESSED VALUE
COUNTY ASSESSOR’S NAME, ADDRESS AND PHONE NUMBER
THE APPLICANT MUST PROVIDE DOCUMENTATION ESTABLISHING THE COSTS OF CONSTRUCTION AND
REHABILIATION WITH RESPECT TO THE PROJECT.
THE DEPARTMENT RESERVES THE RIGHT TO REQUEST PROJECT APPLICANT TO PROVIDE SUPPLEMENTAL
AND/OR CLARIFICATION INFORMATION.
SUBMIT PROJECT APPLICATION TO:
CITY OF BEAVERTON COMMUNITY DEVELOPMENT DEPT.
ATTN: JOSH CARRILLO, PROGRAM COORDINATOR
12725 SW MILLIKAN WAY
BEAVERTON, OR 97076
(503) 526-2474
jcarrillo@BeavertonOregon.gov
2
3
APPLICATION FOR CERTIFICATION
Beaverton Vertical Housing Development Project
SUBMIT PROJECT APPLICATION TO:
CITY OF BEAVERTON COMMUNITY DEVELOPMENT DEPT.
ATTN: JOSH CARRILLO, PROGRAM COORDINATOR
12725 SW MILLIKAN WAY
BEAVERTON, OR 97076
(503) 526-2474
jcarrillo@BeavertonOregon.gov
Please note:
• This form is to be submitted along with the noted attachments listed on the accompanying checklist.
• The non-refundable $500 Application charge must accompany the Application.
City Use Only:
Date Filed: ______________________ | VHDZ _________ | Acceptable | Rejected _____________________
PROPOSED VHDZ PROJECT
PROJECT/PROPERTY NAME:
PROJECT/PROPERTY ADDRESS:
*Attach project legal description
APPLICABLE TAX LOT(S):
VERTICAL HOUSING DEVELOPMENT ZONE (VHDZ) IN WHICH LOCATED:
U.S. HOUSE
STATE SENATE
STATE HOUSE
To find the project’s district numbers visit http://www.leg.state.or.us/findlegsltr/findset.htm
For the residential units being constructed or rehabilitated as part of the project:
NEW CONSTRUCTION ANTICIPATED DATE OF CERTIFICATE OF OCCUPANCY:
ACQUISITION / REHABILITATION YEAR BUILT:
WILL EXISTING TENANTS BE DISPLACED, RELOCATED OR TEMPORARILY RELOCATED DUE
TO ACQUISITION/REHABILITATION?
YES
NO
ANTICIPATED DATE OF OCCUPANCY OR RE-CCUPANCY:
ANTICIPATED DATE OF REHABILITATION WORK COMPLETED:
BUILDING PERMIT ENTITY:
CONTACT NAME:
PHONE:
APPLICANT
NAME:
TITLE:
ORGANIZATION:
MAILING ADDRESS:
CITY:
STATE:
ZIP:
FAX:
PHONE:
EMAIL:
PROPERTY OWNER
NAME:
TITLE:
ORGANIZATION:
MAILING ADDRESS:
CITY:
STATE:
ZIP:
FAX
:
TELEPHONE:
EMAIL:
RESIDENTIAL TARGET POPULATION
MARKET RATE
# OF UNITS:
HOME OWNERSHIP # OF UNITS:
LOW INCOME 80% AMI
# OF UNITS:
RENTAL UNITS # OF UNITS:
NUMBER OF YEARS AFFORDABLE AT 80% AND BELOW (IF APPLICABLE):
4
PROJECT SITE
Unit density of site per local zoning code:
MAXIMUM # OF UNITS:
MINIMUM # OF UNITS:
PROPOSED # OF UNITS:
Size of site: (one acre = 43,560 square feet)
ACRES:
OR SQUARE FEET:
ARE ALL UTILITIES PRESENTLY AT SITE?
YES
NO
IF NO, WHAT NEEDS TO BE BROUGHT TO THE SITE?
Building(s) Information:
NUMBER OF RESIDENTIAL BUILDINGS:
NUMBER OF RESIDENTIAL FLOORS:
NUMBER OF NON-RESIDENTIAL BUILDINGS:
NUMBER OF NON-RESIDENTIAL FLOORS:
NUMBER OF BUILDINGS COMPRISING PROJECT:
If the project consists of more than one building or type of use, are they: YES NO
LOCATED ON THE SAME TRACT OF LAND?
COMMON OWNERSHIP FOR FEDERAL TAX PURPOSES?
FINANCED PURSUANT TO A COMMON PLAN OF FINANCING?
COMMON PROPERTY MANAGEMENT?
UNIT MIX/SIZE
Unit Mix/Size: Attach separate page if more unit types are needed.
UNIT TYPE
TOTAL NO.
OF UNITS
NO. OF
AFFORDABLE UNITS
AVERAGE SIZE
(SF)
ACTUAL
TOTALS (SF)
RESIDENTIAL AREA:
STUDIO:
1 BEDROOM:
2 BEDROOM:
3 BEDROOM:
4 BEDROOM:
SUB TOTAL RESIDENTIAL UNITS:
RESIDENTIAL COMMON AREA (SF):
TOTAL RESIDENTIAL AREA (SF):
RETAIL/COMMERCIAL AREA:
GROSS BUILDING AREA:
GROSS LAND AREA:
DECLARATION BY APPLICANT
The undersigned is duly authorized to submit this application on behalf of the named Owner. The
information provided herein is true, correct and complete in describing a “vertical housing development
project” inside a vertical housing development zone. The undersigned further authorizes the Department to
request further documentation or undertake any investigation deemed necessary to verify application
information to complete its due diligence. I therefore request certification, so that the project property may
be partially exempt from taxation, and I understand that receipt of the ten-year partial exemption depends
on the county assessor’s satisfaction that the actual project meets and continues to meet applicable
requirements.
Signature
Date
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signature
click to edit
5
NARRATIVE PROJECT SUMMARY
Please provide a project summary in narrative format, addressing the questions below. Replies should
be succinct, but still provide adequate detail to fully describe the project. We anticipate most
individual question responses will total less than one page.
1. Describe the proposed project. This is your opportunity to explain why this project is being
proposed. Describe the location, the current physical conditions of site (and building if rehab),
amenities, design, and target population.
2. Describe the residential and non-residential uses by building, by floor.
6
3. How will the project be maintained and operated over the 10-year exemption period to
ensure the project use and square footage remains consistent with the original VHDZ
application requesting the exemption? (Note: The duration of the commitment, including
the eligibility of units in the project as low income residential housing, may not be less than
the number of tax years for which the project is intended to be partially exempt from ad
valorem property taxes under ORS 307.864.)
4. Describe how the proposed project is in the best interest of the community and will
enhance the local area.
7
5. Rehab only. Describe the proposed rehab work that will be completed to substantially
alter or enhance the utility condition, design or nature of the structure. Please also provide
documentation establishing the costs of construction and rehabilitation with respect to the
project.
6. Describe how the project will remain affordable over the entire period of the exemption
(if applicable).
7. Complete the time table below with either the actual or estimated dates of: start of
construction/rehabilitation, estimated construction/rehabilitation completion, certificate of
occupancy issued, copy of exemption Certificate filed with the Tax Assessor, and the first tax
year in which the partial exemption will be claimed.
Start of Construction/Rehab:
Construction Completion/Rehab:
Certificate of Occupancy:
Exemption Certificate to Assessor:
First Tax Year of Exemption:
8
Vertical Housing Program
Processing and Monitoring Charge Transmittal
PROJECT/PROPERTY NAME:
CONTACT NAME :
PHONE:
SUBMIT THE ORGINAL APPLICATION, THE PROCESSING CHARGE, AND THIS FORM TO:
CITY OF BEAVERTON COMMUNITY DEVELOPMENT DEPARTMENT
ATTN: JOSH CARRILLO, PROGRAM COORDINATOR
12725 SW MILLIKAN WAY
BEAVERTON, OR 97076
(503) 526-2474, jcarrillo@BeavertonOregon.gov
COMPLETE THE FOLLOWING:
$500.00
APPLICATION PROCESSING CHARGE (408)
$0 PROJECT MONITORING CHARGE (409) Market Rate Residential Units Only
$0 PROJECT MONITORING CHARGE (409) Mix of Market and Low-Income Residential Units
Total Amount of Check
MAKE CHECKS PAYABLE TO: CITY OF BEAVERTON
AMOUNT OF APPLICATION CHARGE ENCLOSED:
$
SUBMIT CHECK WITH THIS APPLICATION
(If applying for multiple programs, submit separate checks)
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CITY OF BEAVERTON COMMUNITY DEVELOPMENT DEPARTMENT (City of Beaverton)

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Completed 2 August 2020

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