# Presentation: 855568

## Natasha RileyAssistant PlannerCity of Bartlesville, Oklahoma

**Notes:**
My name is.....  I’ve been the Ast. Planer for City of BV, OK for the last year.   

## Bartlesville, Oklahoma

- Frank Lloyd Wright’s Price Tower
- “The tree that escaped the crowded forest.”

- Conoco-Phillips Campus;
- Global Shared Services;
- Downtown Bartlesville

**Notes:**
BV is a unique community.  The city’s history is deeply rooted in the oil and gas industry, becoming the international headquarters for Phillips Petroleum Company in 1917.  The influence of Phillip Petroleum is evident by the community’s art, architecture, and cultural activities.  Phillips merged with Conoco in 2002, moving its company headquarters to Houston, while making Bartlesville the Global Shared Services Division, which includes all information technology, financial services, and human resources support operations for the company.

## Bartlesville Demographics

- Boasts one of the highest per capita incomes in the State of Oklahoma (3rd in the State)
- 30.7% Bachelor’s degree or higher
- Current housing boom and population growth is stimulating the need for more affordable housing for support service workers

**Notes:**
This merger brought with it a change in jobs, personnel, and their incomes, lessening the demand for million dollar mansions and increasing the demand for entry level housing.  As housing for COP began to boom, so did the development of commercial and retail businesses which typically follow root-tops, increasing the demand for affordable housing for those who work in these support businesses.

## Building a Task Force

- Green builder/Manufacturer
- Local Developers
- City Council Representative
- Planning Commission Representative
- Realtors
- Bankers
- Historic Preservationist

**Notes:**
In July of 2007, our former mayor, Ron Nikkel accepted HUD’s invitation to participate in the National Call to Action. As we pulled togeteher our task force, we realized it would be very important to have the support of local builders and realtors. All together we had three builder/developers, one of which was our chair person, Crystal Sare, who also manufactures SIPS panels and is an advocate for green building. We had representation from both the planning commission and city council. Two realtors, a banker and rep of the chamber and a Historic preservation specialist. 

## Task Force Accomplishments

- Identified the at-risk populations
- Determined the need
- Established a definition for “Affordable”
- Set goals for the development and retention of affordable units
- Made strategic recommendations

**Notes:**
The taskforce spent 9 months researching Bartlesville’s existing housing stock, demographics, zoning and building codes, and reviewing strategies for affordable housing development. They set goals, determined strategies to achieve those goa3ls, and ultimately presented Bartlesville’s affordable housing plan to the City Council on July 14 of this year. 

## Bartlesville’s First Affordable Housing Plan

- Analysis confirmed that 16.7% of the workforce cannot afford to buy or rent housing in the City of Bartlesville
- An additional 34.5% of the workforce cannot afford to buy, but can afford to rent housing in the City of Bartlesville
- Together, 53.6% of all workers, the majority of all workers, cannot afford to buy a home within the City of Bartlesville.

**Notes:**
For the first time in the community’s history, there was a public acknowledgement that we needed more affordable housing options.  Analysis of the rental and ownership market confirmed this and the first Affordable Housing Plan was prepared and adopted.

## PROPOSED STRATEGIES

- Bartlesville’s Affordable Housing Task Force identified eleven strategies to increase, retain, and repair our affordable housing stock.

**Notes:**
The task force I identified eleven key strategies and recommended them to council. The first three have helped produce the most new affordable units. 

## Waiver of Development Fees

- For affordable housing construction and renovation
- Building permit related fees
- Development impact fees
- Inspection fees

**Notes:**
As the provision of affordable housing  is not mandated by the State of Oklahoma, and affordable housing is not a high priority for funding in a mid-west state like Oklahoma or mid-west city like Bartlesville, the strategies that staff proposed in this plan had to be based upon public-private partnerships to stimulate the private sector construction of affordable housing within the community.

Our task force reccommended that we waive dev. Fees such as permitting and inspection fees as well as impact fees for storm drainage and park maintaance.

## Infrastructure Support

- City in-house labor for
- 	construction of public infrastructure systems
- Streets
- Water
- Sewer

**Notes:**
Te city of bartlesville also assists lowering deve. Costs by providing in house labor for the construction of public infrastructure.

## Affordable Developments

**Linden Apartments**

- 54 units affordable to very-low to low – income families
- Received $50,000 in development fee waivers
- Received City in-house labor assistance

**Interurban Subdivision**

- 38 single-family homes affordable to moderate-income families
- Received $230,000 in infrastructure support, fee waivers, and TIF
- $6,000/Unit

## Building Code & Design Review

- New technologies, design, and building materials to lower building costs
- Manufactured Housing
- Permitted by right with design standards
- Mobile Homes
- Permitted by special permit

**Notes:**
Staying abreast of the changes and options for building materials can significantly lower the cost of housing construction, ultimately passing the savings on to homes buyers and renters:  ie:  SIPS panels STRUCTURALLY insulated panels

Allowing manufactured housing in residential areas by right with certain design standards to ensure compatibility as well as mobile homes by special permit from the boa. 

## Fast Track Development Review for affordable housing projects 
24-hour building permit or 10% discount
Sales Tax Rebates
Partial or full rebate on city sales tax paid for construction materials purchased within the city limits that are used in construction or rehabilitation of affordable housing units 

- 24-hour building permit or 10% discount
- Sales Tax Rebates
- Partial or full rebate on city sales tax paid for construction materials purchased within the city limits that are used in construction or rehabilitation of affordable housing units

**Notes:**

Fast track development review
Sales Tax rebates – allowed via development agreement

## Subdivision Design
Modifications to development  design standards
Lower the development cost of the subdivision, thereby lowering the lot costs

- Modifications to development  design standards
- Lower the development cost of the subdivision, thereby lowering the lot costs

**Notes:**
Subdivision design standards –  Modification of the development design standards for residential subdivision development.  May include reducing the lot size, lot width, or building setbacks, increasing lot coverage, permitting shared parking facilities, or reducing specifications for street widths, sidewalk construction, and stormwater drainage facilities (modified roadside drainage ditches instead of curb and gutter and underground drainage).

## Tax Increment Financing 
Public/Private Partnership
Subdivision Development
City pays for infrastructure
Increased property and sales tax revenues repay City investment

- Public/Private Partnership
- Subdivision Development
- City pays for infrastructure
- Increased property and sales tax revenues repay City investment

**Notes:**
Tax Increment Financing – Has been used successful in our community to stimulate the development of new housing.  City pays for all or part of the cost of the public infrastructure (streets, sewer, water, storm drainage) and is paid back through the increased property and sales tax revenues generated by the new construction.  Through a development financing agreement signed with the developer, it allows developer to minimize his out-of-pocket up-front development costs, and allows the City to specify the type and price of housing that will be built within the development. 

## Inclusionary Zoning
Housing Replacement Ordinance
No net loss; Replace or pay fee-in-lieu
Affordable Housing Trust Fund
Property taxes, impact fees, TIF
Community Land Trust
Private, non-profit corporations
Acquire, develop, and hold land
Ownership of land remains with CLT; Local control of land; Keeps housing affordable for future families
Physical structure sold or leased to individuals

- Housing Replacement Ordinance
- No net loss; Replace or pay fee-in-lieu
- Affordable Housing Trust Fund
- Property taxes, impact fees, TIF
- Community Land Trust
- Private, non-profit corporations
- Acquire, develop, and hold land
- Ownership of land remains with CLT; Local control of land; Keeps housing affordable for future families
- Physical structure sold or leased to individuals

**Notes:**
Inclusionary Zoning ordinance is on of my priorities that currently doesn’t h ave much political support, but we are still trying to pursue. Will be a long term goal;

Housing Replacement Ordinance – intended to prevent the demolition or conversion of affordable housing units into non-residential or residential uses that are not considered affordable;

Affordable Housing Trust Fund – Funds created by legislation or ordinance to provide sources of revenue specifically for the support of affordable housing.  Offer financial support to the development, maintenance, management and purchase of affordable housing;

Community Land Trust – The land and the house are separated (house is sold but ground is leased) and the profit taken by a seller of the house at the time of sale is limited in order to maintain the affordability of the housing unit.  Separation of ownership allows a CLT to require that the prices of individual homes or apartments remain affordable even through resale.  Creates home-ownership opportunities while still controlling the land to maintain the affordability of the unit for future low-mod income homebuyers.

## Bartlesville, OklahomaAffordable Housing

- Inclusive Task Force Membership
- Demographic Study and Strategic Plan
- Plan Implementation
- Waiver of Development Fees
- Infrastructure Support
- Design and Code Review Panel

|  | Natasha RileyAssistant PlannerCity of Bartlesville, Oklahoma
 |
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