1. The Source for Housing Solutions Partnering for Success Kim Walker Senior Program Manager, CSH September 22, 2014

2. Our Mission Improve lives of vulnerable people Maximize public resources Build strong, healthy communities Advancing housing solutions that:

3. Supportive Housing Training Center

4. Five Key Roles in Supportive Housing Owning/Owner Oversight/Asset Management Developing the building Coordinating and providing support services Managing the propertyInvolving the residents

5. …and the people responsible Owning/Owner Oversight/Asset Management Developing the building Coordinating and providing support services Managing the propertyInvolving the residents OWNER DEVELOPER SERVICE PROVIDER PROPERTY MANAGER ALL

6.  Owner: the buck stops here o Long-term control and legal responsibility  Developer: from idea to occupancy o Very different from management and services  Property manager: real estate operations o Lynchpin of financial and physical viability  Service provider o The “support” in supportive housing Key Partners

7. Who else in on the team? Neighbors Building residents Funders/lenders Licensing/regulatory agencies Development consultant Community relations specialist Architect/engineer(s) Attorney(s) Contractor Surveyor Environmental investigator Marketing consultant LONG-TERM INTERESTS

8.  Experience o Similar projects o Same funding sources o Integrating services with housing  Track record o Time/cost/communication  Style/approach o Knowledge transfer  Funder Requirements Selecting Consultants

9. Three Stages of Development Stage 1 Stage 2 Stage 3 Predevelopment Construction/Lease-Up Operations

10. Three Stages of Development Stage 1 Stage 2 Stage 3 Predevelopment Construction/Lease-Up Operations During the predevelopment stage, developers try to obtain grants and forgivable loans to finance project planning and assemble initial due diligence reports. Your development team is working on short-term contracts or on the good faith promise of a contract.

11. Three Stages of Development Stage 1 Stage 2 Stage 3 Predevelopment Construction/Lease-Up Operations During the construction/lease-up period, larger projects may use private, short-term construction lender loans as well as public sector funds.

12. Three Stages of Development Stage 1 Stage 2 Stage 3 Predevelopment Construction/Lease-Up Operations During operations, projects may have any combination of permanent, long-term private loans, public sector grants or loans, annual or multi-year grants for services, and operating subsidies.

13. Partner Discussion Points Written documents Different roles Institution biases Shared vision Different bottom lines

14. Understanding Culture

15. Predictable Crises in Supportive Housing Compromises about building design/construction bring unforeseen consequences. Avoid by: consulting with tenants, staff and counselors, and all other partners.

16. Predictable Crises in Supportive Housing Operating costs are higher than operating budget. Keep management company informed, involved; allow them to look at figures more than once.

17. Predictable Crises in Supportive Housing Operating costs are higher than operating budget. Keep management company informed, involved; allow them to look at figures more than once.

18. Predictable Crises in Supportive Housing Service staff begin their work by initiating self-help recovery meetings and substance abuse services. Tenants request employment services, but they are not offered. Use of services drops off.

19. Predictable Crises in Supportive Housing Service staff begin their work by initiating self-help recovery meetings and substance abuse services. Tenants request employment services, but they are not offered. Use of services drops off. Involve tenants in service design and conduct periodic customer satisfaction surveys concerning management and service issues.

20. Resources  Not a Solo Act Toolkit – http://www.csh.org/wp- content/uploads/2012/03/NotSoloAct_final_3 12.pdf http://www.csh.org/wp- content/uploads/2012/03/NotSoloAct_final_3 12.pdf  Dimensions of Quality - www.csh.org/quality www.csh.org/quality

21. The Source for Housing Solutions Kim Walker Kim.walker@csh.org 323-681-8266