1 February 26, 2013 IZ Zoning Basics Applicability – New Construction of 10 units or more in most R, C and Mixed-Use Zones Required affordable units – Greater of 8% to 10% of GSF or 50% to 75% of bonus density depending on construction (§ – “for so long as the inclusionary development exists”) Income Level – Units may be split between 50% and 80% of Median Family Income (MFI) depending on zone and construction 20% Bonus Density with height and lot occupancy adjustments in some zones Minimum Development Standards Relief – Through special exceptions and variances Source: DC Office of Planning

2 February 26, 2013 Applicability Applies to Most Zones Exemptions Uses: Dormitory, Diplomatic Housing, CBRF Geographic: Zones: C-4, C-5, R-5-E, M & CM Overlays: Downtown DD, TDR, SEFC, NO/C-2-A, ES Historic Districts: Georgetown W-2, Anacostia Funding Sources Low / Mod Income projects using Fed / DC funding thru DHCD, DCHFA, DCHA. IZ applies after funding’s term expires Timing: PUDs set down for hearing prior to IZ’s effective date BZA orders published prior to effective date Building Permit issued prior to the effective date Source: DC Office of Planning

3 February 26, 2013 Affordability Set-Aside The Greater of 8% to 10% of the residential use or 50% to 75% of the bonus density achieved depending on zoning and construction type Key Phrases from Title 11 Chapter 26 §2603 Minimum requirements are based on the PRIMARY method of construction § First and each additional odd unit is set aside for low-income households Source: DC Office of Planning

4 February 26, 2013 Bonus Density and Flexibility Projects receive a 20% bonus density to balance affordability requirements Certain zones have different height and lot occupancy standards to accommodate bonus

February 26, 2013Inclusionary Zoning Policy Review 2014 Price Schedule & Incomes Household Size Units at 50% AMI Units at 80% AMI 1$38,306$60,839 2$43,778$69,530 3$49,250$78,221 4$54,722$86,912 5$60,195$95,604 6$65,667$104,295 Maximum Household Income Limits (2013) IZ targets households earning less than 50% of AMI and between 50% and 80% of AMI depending on zoning and construction type HUD’s 2013 MFI for the region of $107,300 Source: DHCD

February 26, 2013Inclusionary Zoning Policy Review IZ Pipeline Source: DHCD Inclusionary Zoning 2013 Annual Report

February 26, 2013Inclusionary Zoning Policy Review Results to date Occupied or being marketed: IZ units rented & 50 IZ rental units in selection process & 12 for-sale IZ units produced, 6 are sold, 3 are under contract, and 3 are in the selection process. In the pipeline: 1,124 1,124 IZ units are under construction, planned, or conceptual Percent of IZ units in Housing Production where IZ applies: 10 Sources: DHCD as of 2/26/15 and DHCD 2013 Inclusionary Zoning Annual Report

February 26, 2013Inclusionary Zoning Policy Review Geographic Distribution of IZ units Urban Institute assessment: Sound, with features from other successful programs Geographic distribution benefits from access to transit, jobs, opportunities Adopt proposed revised administrative regulations Adequately staff & monitor Source: Urban Institute Affordable Housing Needs Assessment: Phase 1, 2014 For more on IZ, contact Coalition for Smarter Growth, smartergrowth.net