1. The long, long road to inclusionary zoning Chatham County North Carolina

2. 1998 Healthy Chatham Needs Assessment Health Educator convened different work groups to address: 1) affordable housing and 2) teen issues Affordable housing group organized into Chatham Co. Affordable Housing Coalition Several non-profits represented, as well as churches, and individuals participating

3. 1999 - 2003 Started meeting monthly Got organized with mission statement, vision statement, and priority objectives Strategic planning, became incorporated, discussed applying for non-profit status EmPOWERment, Inc., a CDC, became involved as fiscal sponsor

4. 1999 – 2003 Social work intern served as coalition coordinator courtesy of the local housing authority EmPOWERment, Inc. obtained multi – year funding from Z. Smith Reynolds Foundation EmPOWERment, Inc. hired social work intern to continue as program coordinator and conduct a housing needs assessment.

5. 2003 – 2005 Chatham County land use planning heated up with a very large development application for conditional use on the table: 2500 units. Coalition program coordinator attended all land use planning meetings, repeatedly advocating for inclusion of an affordable housing requirement in the compact communities ordinance.

6. 2005 2400 unit development approved with 5% set aside for affordable housing 60 units to be constructed inside the development Payment in lieu at a rate of $18,333 per unit = $1,100,000 to be paid pro-rata to the county as Briar Chapel is developed

7. 2005 Affordable Housing Task Force formed by the County Commissioners –To promote county support for affordable housing –Increase knowledge and understanding of tools available to local government for AH –To leverage resources –Meet with development stakeholders: including environmentalists and developers

8. 2005 - present Interviews with Manteo, Davidson, Raleigh, Cary, Chapel Hill Land Trust Long term affordability Needs Assessment Update Inclusionary Zoning Subcommittee UNC Law Clinic

9. Needs Assessment Update County funded: $25,000 The Wooten Company Gathered data and conducted focus group sessions Worked closely with Task Force Completed April 2008 www.chathamnc.org County Boards and Committees / AHTF / AH Summitwww.chathamnc.org

10. Events Partnership Celebration, June 2006: highlighted the roles of non-profits, local, state and federal government, NCHFA, USDA Rural Development Affordable Housing Summit, April 2008: brought 80 community members together to learn about affordable housing tools and discuss what could work in Chatham County

11. Inclusionary Zoning What we have going for us … –Involvement of county staff and elected officials –County financial support –Wide representation –Individuals committed to process and outcome –Flexibility

12. In Kind Support EmPOWERment, Inc. Chatham County Housing Authority Chatham Habitat for Humanity NC Rural Communities Assistance Project DHIC NC Housing Coalition UNC Law Clinic Volunteer facilitators for affordable housing summit

13. Funding Money = Momentum –Z. Smith Reynolds $60,000 –HUD Economic Development Initiative $150K –Individuals $9,000 –NeighborWorks America $3,000 –Chatham County $55,000 $25,000 for needs assessment $30,000 this FY : technical assistance and staffing

14. Inclusionary Zoning Challenges –Rural county –Mostly un-zoned –Lack of infrastructure –Density incentives would conflict with watershed and storm water regulations –Getting to yes with developers –Staff and volunteer transitions –Large group (17 task force members)

15. AH Recommendations for Chatham County Regulatory –Smart growth planning and development –Universal Housing Code enforcement –Subdivision score card / review process that credits mixed use, mixed income, mixed housing types, energy efficient, designed to reduce maintenance and living costs –Inclusionary Zoning Task Force

16. Recommendations for Chatham Co. Staffing –For task force and advisory board work –Education and outreach –Keeping work on track –Coordination with County admin and planning

17. Recommendations for Chatham County Council of Local Governments –Coordination on actions and policies relative to county wide affordable housing strategic plan –Coordination on infrastructure, code enforcement, land use tools, incentives, etc.

18. Next Steps County wide zoning Inclusionary Zoning Task Force Affordable Housing Advisory Board County staff position for housing Education and outreach Establish Council of Local Governments