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Aimee Reimann, COO United Church Homes and Services

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Aimee Reimann, COO United Church Homes and Services Lane Sarver, Owner Sarver Housing Group Gregg Warren, President/Executive Director: dhic, Inc

2 Aimee Reimann, COO United Church Homes and Services
Aimee Reimann spearheaded UCHS’ first PACE program (Carolina SeniorCare) in Recently her efforts have been focused on new PACE services in Forsyth Stokes and a portion of Yadkin counties as well as expansion of Carolina SeniorCare in Beaufort, Carteret, Craven and Pamlico Counties in Eastern North Carolina.

3 Lane Sarver, Founder and President Sarver Housing Group
Lane brings over 45 years of experience in affordable housing, Lane is based in Chapel Hill, North Carolina. Lane holds a BArch and a BA in Sociology from Louisiana State University, a Master of Regional Planning from the University of North Carolina at Chapel Hill, and a Master of International Housing and Social Change from the London School of Economics. Lane serves on the North Carolina Interagency Council for Coordinating Homeless Programs and recognized as a leading figure in affordable housing throughout North Carolina.

4 Gregg Warren, President and ED DHIC
Gregg has led DHIC since Over the years, DHIC has established a reputation as an innovative, productive developer of affordable housing in the Triangle area. Award winning properties provide stable, quality housing for the residents we serve, and our homeownership education programs provide clients with long term success. Prior to DHIC, Gregg spent six years in state government distributing housing and community development funds and providing technical assistance to smaller towns and counties across North Carolina. He also worked as the founding Executive Director of the Chatham Housing Authority and as a housing planner for Triangle J Council of Governments.

5 United Church Homes and Services
Incorporated in 1961, UCHS has a rich tradition of commitment to older adults, offering lifestyle opportunities with something for everyone A supporting foundation Three retirement communities Abernethy Laurels, Newton, NC Piedmont Crossing, Thomasville, NC Lake Prince Woods, Suffolk, VA

6 United Church Homes and Services
Seven supportive housing programs Carolina Senior Living, Lexington, NC Covenant Place, Chapel Hill, NC Emmanuel’s Place, Statesville, NC St. Matthew’s Place, Albemarle, NC New Bern Older Adult Housing (NOAH), New Bern, NC St. Joseph’s Place, Durham, NC The Willows, Burlington, NC

7 United Church Homes and Services
Home Care Services Laurels at Home, Newton, NC Piedmont Crossing Home Care, Thomasville, NC

8 WHAT IS PACE? Comprehensive, fully integrated health care delivery system for the frail, older adults Community-based Comprehensive (medical and social services) Capitated (managed care) Coordinated Honors the desires of the frail elderly

9 WHY PACE? Participants stay in familiar surroundings
Participants maintain a certain self-sufficiency Participants maintain a maximum level of physical, social and cognitive function

10 PACE and Housing Role with housing – Nearly all PACE programs (95%) serve participants who reside in senior housing. Participants residing in senior housing –Nearly half (45%) of serve participants that reside in 5-10 senior housing buildings, and most (63%) are located between 5 and 10 miles from their PACE center.

11 PACE and Housing Ownership of senior housing – Less than one-third (29%) of PACE programs own either affordable senior housing or assisted living units; of these, most include funds from the HUD Section 202 program. Co-location with senior housing – Nearly one-third (32%) of PACE programs co-locate at least one of their centers with senior housing.

12 Carolina SeniorCare Desire for participants remain independent as long as possible in the least restrictive setting

13 Sarver Housing Group Sarver Housing Group works with non-profit organizations and for-profit developers to create affordable housing opportunities for the elderly and people with disabilities

14 Affordable Housing for Low Income Elderly
Affordability: residents usually pay 30% of income for shelter and utilities

15 Affordable Housing for Low Income Elderly Continued
Sources of Affordable Housing: Federal Public Housing - Elderly Housing Projects Number of PHA’s in NC Number of elderly specific projects Public Housing – Section 8 Vouchers Number of Section 8 agencies in NC Number of vouchers limited, long waiting lists

16 Affordable Housing for Low Income Elderly Continued
For persons whose only income is Supplemental Security Income of $710, rent + utilities should not exceed $213. Supplements or subsidies are needed to make the difference to rents of modest but decent housing - HUD has established “Fair Market Rents” for each county, which is supposed to represent the rent at the 40% range of rents.

17 Affordable Housing for Low Income Elderly Continued
Private Non-profit Housing Rent Supplement Projects (Section 236) Older projects, many being phased out Project Based Section 8 Projects Older projects were Federal allocations Newer project must obtain vouchers from PHA’s limited supply, through attrition as vouchers are returned Section Capital Advances and Project Rental Assistance Contract (PRAC units) Number of projects/units in NC Program has ended capital advances, is slated to provide rental assistance units to Housing Finance Agencies.

18 Affordable Housing for Low Income Elderly Continued
Private Non-Profit and For-Profit Housing Low Income Housing Tax Credit – Allows lower rents by inviting private investment in return for credits against income tax liabilities for 10 years. Approx 2500 units in North Carolina each year Highly competitive, does not reach low income except with additional rental subsidies.

19 HUD Promote seniors to age in place
Provide seniors a safe, affordable home

20 Affordable Housing for Low Income Elderly Continued
Housing with PACE – Section 202 housing provided by non-profit PACE operators United Church Homes and Services - Co-locating housing adjacent to PACE site, Carolina SeniorCare and Carolina Senior Living St. Joseph of the Pines – 202 projects that serve Fayetteville PACE Center, LIFE St. Joseph of the Pines

21 About DHIC DHIC is a leading non-profit affordable housing developer based in Raleigh, North Carolina Established in 1974 with a mission to build communities in the Research Triangle region of North Carolina that are diverse, economically vibrant, and affordable DHIC is the developer/owner of 21 rental communities for families, 13 senior rental communities, 2 supportive housing complexes, all of which total 2,100 apartments in 8 counties

22 About DHIC All of our senior apartments are designed for independent living with full kitchens and baths Two types of senior housing Tax credit: 7 communities w/ 460 apartments HUD 202: 5 communities w/ 179 apartments Partner with Resources for Seniors to provide service Coordination HIGH DEMAND!

23 What is Service Coordination?
A service coordinator’s objective is to assist each resident in maximizing independence while remaining in his/her home. This goal is accomplished by linking residents with appropriate community resources. The service coordinator: Conducts client assessments and identifies potential needs Arranges health, wellness, and educational presentations at the senior community Service coordinators do not provide direct services Service coordination operates on a fee-based contract

24 Highland Village Cary, NC
Site Map Highland Village Cary, NC Highland Village Apartments Manor Apartments Terrace The Highland Village Townhomes

25 Highland Village Cary, NC
Site Overview Highland Village Cary, NC

26 Highland Terrace Cary, NC
Demographics Highland Terrace Cary, NC 80 apartments 86 residents Female HH: Male HH: Joint/Married: 6 Average Age: 74 Average Income $18,660 Contract Rent: $365-$615 Average Rent: $558 Resources for Seniors and the Town of Cary are the service partners for our senior sites at Highland Village

27 Turnberry Wake Forest, NC
HUD 202 Turnberry Wake Forest, NC

28 Turnberry Wake Forest, NC
Demographics Turnberry Wake Forest, NC 41 apartments 41 residents Female HH: Male HH: Average Age: 76 Average Income $12,939 Contract Rent: $416 Average Rent: $195 Walking distance to Northern Wake Senior Center Resources for Seniors is the service partner for Turnberry Apartments

29 Carolina SeniorCare Carolina Senior Living Site Map

30 Carolina SeniorCare and Carolina Senior Living

31 Carolina Senior Living

32 Carolina Senior Living
30 Units 1 Bedroom/1 Bathroom Handicap Accessible Rent Based on Income Age Requirement: 62 and older Other amenities include a multipurpose community room with a kitchen, a screened-in porch, common laundry rooms, fitness room, library and media room.

33 Carolina Senior Living

34 Example of Unit Floor Plan

35 Building Relationships
What PACE can offer Housing: Highly Coordinated Care Transportation Socialization Entertainment Volunteer Opportunities, sense of purpose Ability to age in place Meals Tenant Retention Other ideas, telehealth, health screens

36 Building Relationships
How PACE Benefits from Housing: Participant access to affordable, safe and secure housing Participant can age in place Build friendships Referral Source

37 Community Benefits Revitalization of neighborhoods (many PACE sites are renovated properties) New businesses (a new pharmacy has opened adjacent to Carolina Senior Living)

38 New pharmacy opens near Carolina SeniorCare and Carolina Senior Living

39 Winning Combinations UCHS Future Plans Include:
Carolina SeniorCare Expansion near our HUD property (NOAH) in New Bern, NC

40 Measuring the Costs, Savings of Aging in Place
Evidence suggests programs that support aging in place may yield cost savings for families, government, and health systems Aging in place has also been shown to have health and emotional benefits over institutional care

41 Housing and healthcare is a winning combination
It's catching on. A recent article in illustrates how developers for-profit and non-profit are recognizing the benefits of combining housing and healthcare. We are delighted to be on the forefront of this trend in North Carolina

42 How to find affordable senior rental housing

43 Questions Contact Information: United Church Homes and Services 100 Leonard Avenue Newton, NC Aimee Reimann Sarver Housing Group 900-C Franklin Square 1829 E. Franklin Street Chapel Hill, North Carolina Lane Sarver DHIC, Inc. 113 South Wilmington Street Raleigh, NC 27601 Gregg Warren

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