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Housing Strategy Self-Assessment Long Version

Setting/Experience/Strategy /Objectives/
  • (1) As you complete this Housing Strategy Self-Assessment tool, it will be important to have a specific City or County in mind that will be the focus of your responses. Do you plan to focus on a City or a County?
    City
    County
  • (2) On what city or county do you plan to focus your responses?
  • (3) Which of the following best describes the region in which %LOC% is located?
    A high-cost regionA region can be high-cost even if some parts of the region are more affordable than others. – a region in which housing costs are generally high and in which a large share of residents struggle to find housing they can afford.
    A mixed region – a region in which large sections are high-cost and large sections are affordable.
    A low-cost regionA region can be generally affordable even if it includes some high-cost cities or neighborhoods. – a region in which housing costs are generally considered to be affordable for most households.
    I am not sure.
  • (4) Which of the following best describes the housing costs in %LOC%?
    High – %LOC% has high housing costs that many people in the region cannot afford.
    Mixed – While a large share of %LOC% has high housing costs, there are also significant portions of the %CC% where housing costs are relatively affordable.
    Low – %LOC% does not have high housing costs.
  • (5) You indicated that regional housing costs are low or mixed, but local housing costs are high. Which of the following scenarios most accurately describes your community?
    We’re a relatively small jurisdiction and our housing prices are high relative to the overall region because of unique characteristics in our jurisdiction – e.g., a quality school system, a local employer, etc.
    We’re a relatively large jurisdiction.
    Neither of the above.
  • (6) Which of the following describes current access to federal HOME and CDBG funds in %LOC%? (Select one)
    We receive direct allocations of HOME or CDBG (or both) from HUD.
    We receive HOME or CDBG funds as part of a consortium of jurisdictions.
    We receive HOME or CDBG funds as a sub-allocation from the state.
    Not sure.
  • (7) Does your community use “locally generated policies and/or revenue” to support affordable housing? Local policies and revenue are distinct from, and go beyond, your community’s implementation of federally funded housing programs.

    Please consider this context before answering this question.

    Federal programs and resources. Most communities administer a federal rental assistance program, such as Housing Choice Vouchers or public housing, or use some form of federal funding to support affordable housing activities, such as CDBG or HOME.

    Local policies and revenue. In addition to implementing federal rental assistance programs, some local jurisdictions create their own programs to support housing affordability, such as adopting requirements or incentives through the zoning code to develop affordable housing or creating tax incentives that encourage the development or preservation of affordable housing. Some communities also adopt policies to generate revenue locally to support affordable housing activities and supplement federal resources.

    Yes, we use “locally generated policies and/or revenue” to support affordable housing
    No.
    Not sure.
  • (8) Before answering this question, please review the description of a local housing strategy below. Do you have a local housing strategy that includes the four elements in this description?

    Consider the following definition of a local housing strategy in answering the next question.

    LOCAL HOUSING STRATEGY. A local housing strategy is a formal strategy, usually documented in a written plan, that comprehensively outlines how the city or county will advance its housing policy objectives and includes all four of the following elements:

    1. A clear set of housing policy objectives
    2. A comprehensive approach to meeting these objectives using the full array of resources available to local agencies in the community
    3. A timeline for implementation
    4. A process for periodically assessing progress and publicly sharing results to ensure transparency and accountability

    A local housing strategy is NOT the same as:

    • The Consolidated Plan required by HUD, which in most communities focuses primarily on how the jurisdiction will spend federal block grants.
    • The Comprehensive Plan required by state law, which generally focuses primarily on a community’s land use policies.

    However, the information prepared for these plans can be very helpful in informing a local housing strategy, and vice-versa.

    Yes, we have a local housing strategy that includes all four of these elements.
    We have a local housing strategy that includes some but not all of these elements.
    No, we do not have a local housing strategy that fits this description.
  • (9) Which of the following elements does your local housing strategy include? Check all that apply (do not select an element if you are unsure):
    A clear set of housing policy objectives.
    A comprehensive approach to meeting these objectives using the full array of resources available to local agencies in the community.
    A timeline for implementation.
    A process for periodically assessing progress.
  • (10) Which of these types of policies are included within the local housing strategy of %LOC%? Check all that apply (do not select a policy if you are unsure):
    Housing subsidies funded by the federal and state governments
    Housing subsidies funded by the locality
    Zoning and other land use policies
    Local tax policies
    Building permitting policies
    Code enforcement policies
    Housing Choice Vouchers
    Public Housing
    Any locally funded housing finance tools
  • (11) Did the following government agencies participate actively in shaping the local housing strategy for %LOC%?

    If one agency is responsible for multiple functions, please select both the agency name and the function. For example, if the Planning Department also issues building permits, select options (D) and (H).

    Check all that apply (do not select an agency if you are unsure):

    A. The Office of the Mayor or County Executive
    B. The City or County Council
    C. The Housing Department
    D. The Planning Department
    E. The Public Housing Agency
    F. The Board or Commission responsible for developing zoning policy
    G. The department responsible for tax policy
    H. The department responsible for issuing building permits
    I. The department responsible for code enforcement
    J. The local housing finance agency (if any)
  • (12) In preparing your housing strategy, did you consult with any of the following agencies? Check all that apply (do not select an agency if you are unsure):
    The Education Department
    The local Department of Public Transit or Transportation
    The local Public Health Department
    The Metropolitan Planning Organization
    Adjacent municipalities
  • (13) In preparing your housing strategy, how did you involve the public and stakeholders? Check all that apply (do not select an activity if you are unsure):
    Hold public meetings or forums
    Host roundtables or small meetings
    Circulate mail-in survey
    Collect comments online
    None of the above
  • (14) For each of the following functions, indicate whether %LOC% has one or more policies designed to achieve it. Check all that apply (do not select a function if you are unsure):
    Creating and preserving dedicated affordable housing units.
    Promoting affordability by increasing the overall supply of housing and lowering barriers and costs.
    Helping renters and homebuyers access and afford units they locate in the private market.
    Enhancing housing stability and quality.
  • (15) Consider the following definition of a local housing strategy in answering the next question:

    LOCAL HOUSING STRATEGY. A local housing strategy is a formal strategy, generally documented in a written plan, that comprehensively outlines how the city or county will advance its housing policy objectives and includes all four of the following elements:

    1. A clear set of housing policy objectives
    2. A comprehensive approach to meeting these objectives using the full array of resources available to local agencies in the community
    3. A timeline for implementation
    4. A process for periodically assessing progress

    A local housing strategy is NOT the same as:

    • The Consolidated Plan required by HUD, which in most communities focuses primarily on how the jurisdiction will spend federal block grants.
    • The Comprehensive Plan required by state law, which generally focuses primarily on a community’s land use policies.

    However, the information prepared for these plans can be very helpful in informing a local housing strategy, and vice-versa. Do you have a local housing strategy that includes the four elements in this description?

     

    Yes, we have a local housing strategy that includes all four of these elements.
    We have a local housing strategy that includes some but not all of these elements.
    No, we do not have a local housing strategy that fits this description.
  • (16) Which of the following elements does your local housing strategy include? Check all that apply (do not select an element if you are unsure):
    A clear set of housing policy objectives
    A comprehensive approach to meeting these objectives using the full array of resources available to local agencies in the community
    A timeline for implementation
    A process for periodically assessing progress
  • (17) Which of these types of policies are included within the local housing strategy of %LOC%? Check all that apply (do not select a policy if you are unsure):
    Housing subsidies funded by the federal and state governments
    Housing subsidies funded by the locality
    Zoning and other land use policies
    Local tax policies
    Building permitting policies
    Code enforcement policies
    Housing Choice Vouchers
    Public Housing
    Any locally funded housing finance tools
  • (18) Did the following government agencies participate actively in shaping the local housing?

    If one agency is responsible for multiple functions, please select both the agency name and the function. For example, if the Planning Department also issues building permits, select options (D) and (H). Check all that apply (do not select an agency if you are unsure):

    A. The Office of the Mayor or County Executive
    B. The City or County Council
    C. The Housing Department
    D. The Planning Department
    E. The Public Housing Agency
    F. The Board or Commission responsible for developing zoning policy
    G. The department responsible for tax policy
    H. The department responsible for issuing building permits
    I. The department responsible for code enforcement
    J. The local housing finance agency (if any)
  • (19) In preparing your housing strategy, did you consult with any of the following agencies? Check all that apply (do not select an agency if you are unsure):
    The Education Department
    The local Department of Public Transit or Transportation
    The local Public Health Department
    The Metropolitan Planning Organization
    Adjacent municipalities
  • (20) In preparing your housing strategy, how did you involve the public and stakeholders? Check all that apply (do not select an activity if you are unsure):
    Hold public meetings or forums
    Host roundtables or small meetings
    Circulate mail-in survey
    Collect comments online
    None of the above
  • (21) Please review the description of dedicated affordable housing below. To what extent does %LOC% have policies designed to create and preserve dedicated affordable housing units?

    Category I – Creating and Preserving Dedicated Affordable Housing Units

    The next set of questions asks about the breadth of your community’s local housing policies, focusing on the four different categories of housing policies in our Housing Policy Library.

    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (22) The following are the different subcategories of policies that can help create and preserve dedicated affordable housing units. For each of these subcategories, indicate to what extent %LOC% has adopted policies to advance this function:

    Category I – Creating and Preserving Dedicated Affordable Housing Units — Subcategories

     

    Establish incentives or requirements for affordable housing
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Generate revenue for affordable housing
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Support affordable housing through subsidies
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Preserve existing affordable housing
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Expand the availability of affordable housing in resource-rich areas
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Create durable affordable homeownership opportunities
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Facilitate the acquisition or identification of land for affordable housing
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (23) Please review the paragraph below. To what extent does %LOC% have policies designed to promote affordability by increasing the overall supply of housing and lowering barriers and costs?

    Category II – Promoting Affordability by Increasing the Overall Supply of Housing and Lowering Barriers and Costs

    Communities can increase the overall supply of housing and lower barriers and costs through changes in land use regulations to increase how much housing can be built – for example, by allowing taller buildings or smaller units, so that more homes can fit on the same size lot – or by establishing a clear, predictable development process that minimizes the need to seek special approvals or permits in order to build new housing

    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (24) The following are the different subcategories of policies that can help promote affordability by increasing the overall supply of housing and lowering barriers and costs. For each of these subcategories, indicate to what extent %LOC% has adopted policies to advance this function:

    Category II: Promoting Affordability by Increasing the Overall Supply of Housing and Lowering Barriers and Costs — Subcategories

     

    Reduce development costs and barriers
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Create incentives for new development
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (25) Please review the paragraph below to guide your response. To what extent does %LOC% have policies designed to help renters and homebuyers access and afford units they locate in the private market?

    Category III: Helping Renters and Homebuyers Access and Afford Units they Locate in the Private Market

    While there are good reasons to support the development of dedicated affordable housing units, there are also good reasons to focus on helping households access and afford the costs of housing they locate on the private market. Cost is one reason, as tenant-based rental assistance is often less expensive than project-based rental assistance. Choice is another, as tenant-based rental assistance gives households a wider choice of housing options. To ensure that all households have fair access to the housing units they can afford, this category of policies includes efforts to enforce the fair housing laws. This category also includes closing cost assistance and other programs that help homebuyers overcome obstacles to homeownership.

    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (26) The following are the different subcategories of policies that can help renters and homebuyers access and afford units they located in the private market. For each of these subcategories, indicate to what extent %LOC% has adopted policies to advance this function:

    Category III: Helping Renters and Homebuyers Access and Afford Units they Locate in the Private Market — Subcategories

    Provide tenant-based rental assistance
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Promote mobility for Housing Choice Voucher holders
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Reduce barriers to homeownership
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Reduce energy use and costs
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Combat housing discrimination
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (27) Please review the paragraph below to guide your response. To what extent does %LOC% have policies designed to protect against displacement and poor housing conditions?

    Category IV: Enhancing Housing Stability and Quality

    Policies in this category help renter and homeowner households maintain stable housing as their personal circumstances change— due to job loss, a health crisis, or another scenario – and as the neighborhood changes around them. Approaches that help to promote stability and prevent displacement include financial and legal assistance to avoid eviction and programs to help homeowners avoid foreclosure, as well as efforts to ensure the ongoing quality and habitability of existing homes.

    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (28) The following are the different subcategories of policies that can help enhance housing stability and quality. For each of these subcategories, indicate to what extent %LOC% has adopted policies to advance this function:

    Category IV: Enhancing Housing Stability and Quality – Subcategories

    Enhance renters’ housing stability
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Enhance homeowners’ housing stability
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Improve housing quality
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Ensure the ongoing viability of unsubsidized affordable multifamily rental properties
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (29) For each of the objectives listed in the questions below, indicate the level of importance to your community.

    Prioritizing Objectives: Housing Affordability and Meeting the Needs of Special Populations

    This section asks you to indicate which policy objectives are of highest priority to your community. This will help us identify the resources on LocalHousingSolutions.org that may be of the greatest value to you.

    Increasing the affordability of rental housing
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Preserving the existing stock of dedicated affordable rental housing
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Preserving the existing stock of market affordable rental housing
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Reducing homelessness and meeting the emergency needs of homeless individuals and families
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Meeting the housing and services needs of older adults and persons with disabilities
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (30) For each of the objectives listed in the questions below, indicate the level of importance to your community.

    Prioritizing Objectives: Other Areas

    Increasing access to homeownership
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Improving housing stability, quality, and safety for renters and owners
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Promoting fair housing and inclusion of affordable housing in all neighborhoods
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Strengthening low-income neighborhoods
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Reducing energy use and improving access to public transit
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Using housing as a platform to improve health and educational outcomes
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (31) For each of the objectives listed in the questions below, indicate the level of importance to your community.

    This section asks you to indicate which policy objectives are of highest priority to your community. This will help us identify the resources on LocalHousingSolutions.org that may be of the greatest value to you.

    Housing Affordability and Meeting the Needs of Special Populations

    Increasing the affordability of rental housing
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Preserving the existing stock of dedicated affordable rental housing
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Preserving the existing stock of market affordable rental housing
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Reducing homelessness and meeting the emergency needs of homeless individuals and families
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Meeting the housing and services needs of older adults and persons with disabilities
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (32) For each of the objectives listed in the questions below, indicate the level of importance to your community.

    Improving Housing Stability, Quality and Safety and Promoting Opportunity and Inclusion

    Increasing access to homeownership
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Increasing housing stability for renters and owners
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Improving housing quality and safety
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Enhancing resilience to flooding and other climate-related threats
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Reducing housing discrimination
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Affirmatively furthering fair housing
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Strengthening communities through community development activities
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Decreasing the concentration of poverty
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Encouraging mixed use development
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (33) For each of the objectives listed in the questions below, indicate the level of importance to your community.

    Energy, Transportation, Health, and Education

    The objectives in this section address the related policy areas of energy, transportation, health, and education.

    Reducing energy use and decreasing carbon emissions
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Expanding access to public transit
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Improving health of children and adults
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
    Improving educational outcomes for children
    Robust / extensive policies
    Some or a few policies
    No policies or I’m not sure
  • (34) Thank you for completing the Housing Strategy Self-Assessment. Click on "submit" to view your report.

    Conclusion

    Thank you for completing the Housing Strategy Self-Assessment. Click on “Submit” to view, save or share your report results.

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