1. 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 (§2602.4 – “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. 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. 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 §2603.3 First and each additional odd unit is set aside for low-income households Source: DC Office of Planning

4. 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

5. 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

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

7. February 26, 2013Inclusionary Zoning Policy Review Results to date Occupied or being marketed: 110 48 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

8. 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