Ask the Scholar

Document scope · 1 page
doc
Scholar
Ask about this object, its catalog metadata, its source description, or the page inventory. For page-specific OCR and visual context, open one of the page chats.

Scholar Source Context

Document identity
localId
323153308
label
Housing Event - St. Louis, Missouri 5/3/91 [OA 8322] [4]
core
doc
dtoType
document
pageCount
1
Source metadata
Source extras
naId
323153308
levelOfDescription
fileUnit
recordType
description
ocrSource
nara-archive
Single page context
seq
1
pageIndex
0
type
document
mediaId
97dadab4b77d6660
ocrText
Originally Processed With FOIA(s): FOIA Number: S S FOIA MARKER This is not a textual record. This is used as an administrative marker by the George Bush Presidential Library Staff. Record Group/Collection: George H.W. Bush Presidential Records Collection/Office of Origin: Speechwriting, White House Office of Series: Speech File Backup Files Subseries: Chron File, 1989-1993 OA/ID Number: 13753 Folder ID Number: 13753-014 Folder Title: Housing Event - St. Louis, Missouri 5/3/91 [OA 8322][4] Stack: Row: Section: Shelf: Position: G 26 21 3 6 (Smith/Grossman) April 29, 1991 Draft Three COCHRAN PRESIDENTIAL REMARKS: HOUSING EVENT COCHRAN GARDENS, ST. LOUIS FRIDAY, MAY 3, 1991 Secretary Kemp, Bertha Gilkey, head of the National Tenant Union. (acknowlegments) Residents of Cochran Gardens. Ladies and gentlemen. / First, let me say how pleased I am to be in St. Louis, along with Secretary Kemp. ((I come here as a resident of public housing. Like you, I've tried to get some troublemakers evicted from my block, too. // Then Barbara reminded me about freedom of the press. )) // Second, I promise to be brief. ((After all, it was one of St. Louis' favorite native sons, Yogi Berra, who said, "It's not over till it's over." Then he heard one of my speeches and changed it to, "It seems like it'll never be over.") ) // Yogi would have loved what I've just seen -- your new children's playground. I can't describe how wonderful it is to see an area once called Little Nam replaced by an environment where children are safe to play / to learn / to grow / to dream. // Missouri, of course, is known as the "Show Me" state. From what I've glimpsed today it's not hard to understand why. // You've shown America what happens when people are freed to take control of their community. // They take it from a haven for drug dealers to a safe harbor for children. / From the failures 2 of neglect to the victories of volunteerism. / From the despair of dependency to the pride of self-reliance. / They take it from development / to neighborhood. They give us hope. They make us proud. // Contrast this success story with the failure of projects like the Pruitt-Igoe (PREW it - EYE go). Think of how it blighted this very neighborhood -- crime-ridden, drug-infested, torn down almost two decades ago. / To me -- to many of us here -- that vacant lot symbolizes the empty promises of public- housing policy. The past meant a dead-end. We need a future that means a green light for America. // Today, more and more Americans know that the solutions of the 1960s can't meet the challenges of the nineties -- that instead of helping people up, the idea that "Government Knows Best" helped keep them down in perpetual poverty, dependence, and despair. // Well, "enough is enough" -- and not good enough. If the system's not helping build a better life, then we must help build a better system. // That system must make opportunity a reality, not cliche -- and for all Americans, not just for some. ((You know, Missouri is our dog Millie's favorite State. No wonder. Your official tree is the dogwood.) ) // Well, one of my favorite ideas is that as we enter the next American century, we must break the logjam that's choking the progress of the poor -- broadening access to homeownership, jobs, and quality education. // 3 Last November we moved towards those goals with the signing of the National Affordable Housing Act -- the most radical departure in Federal housing policy in two decades. / Its core is HOPE -- Homeownership and Opportunity for People Everywhere. It's a pioneering initiative that moves in a dramatically new direction, enabling public housing residents to manage and ultimately own their homes. // Bertha Gilkey referred to this when she said, "We don't want to be taken care of, we want to be trained how to take care of ourselves. " / So she has taken that mission across America, lighting the fires in our battle to revolutionize public housing. // Like us, she knows this crusade is but a start -- but cannot be won by fits and starts. // So although I am proud that under our Administration, the number of residents groups training to become resident managers has leaped from 13 to 100, we must do more. // Today, there are 1 million people living in public housing. Only own their own homes. I call on Congress to give us full funding for the HOPE Initiative that will realize this goal: We want to help 40,000 residents in some 400 public housing communities launched towards homeownership by the end of 1992. // As you can see, our enemies are poverty and neglect. We want to defeat them. We will. Yet only if our foot soldiers can afford the ammunition. // That's why Congress must move swiftly to pass our Enterprise Zone and Jobs-Creation Act. By attracting 4 new seed capital for small business start-ups, creating new incentives for entrepreneurial risk-taking, and reducing high effective tax rates on those who want work, not welfare -- Enterprise Zones can turn poverty into potential --- and potential into prosperity. // Finally, let's remember. It is not enough for local economies to thrive. We must also restore to our communities a sense of purpose and of pride. The Community Opportunity Act of 1991 will aid that process -- helping communities find ways to make Federal programs more responsive to individual, family, and community needs. It will shift power out of the heavy hand of the state, and into the hands that run the home. // It will help us decrease what government must do --- and increase what the individual may do. / / These are great goals -- worthy of this State, and of our Nation. Goals which remind us of how it was once said, "Destiny is not a matter of chance, it is a matter of choice; it is not a thing to be waited for, it is a thing to be achieved. " // The people of Cochran Gardens have made their choice. Now, they're making history. Thank you all very much for being here. God bless you, and God bless the United States of America. # # # # 4 APR 03 '91 14:08 US DEPT OF HUD - OFC OF THE SECRETARY 343 P03 Memorandum Form Scott Reed, Chief of Staff From: David Caprara, Deputy Assistant Secretary for Resident Initiatives Subj: St. Louis Event Concept Date: April 2, 1991 This is to recommend the Cochran Gardens Tenant Management Corporation, St. Louis, Missouri, for a White House site visit opportunity with the Secretary. The event could combine a highlight of one of the most powerful success stories behind the President's HOPE initiative, with a call for Congressional action in support of FY'92 HOPE funding as wall as enactment of Enterprise Zone legislation. Cochran Gardens, led by the dynamic Bertha Gilkey, has been effectively tenant managed since the mid-1970's. The residents have transformed a former hellhole (once nicknamed "Little Nam") into an oasis of entrepreneurial enterprises including child care, UMTA reverse commute transit firm, catering company, youth renovation crews, and joint ventures with the private sector which produced hundreds of new units of affordable housing. President Bush mentioned this success story during the Presidential campaign, while emphasizing his commitment to strategies that empower tenants with choice and opportunity as opposed to perpetuation of failed bureaucratic approaches. Not far from Cochran Gardens is the former Pruit-Igo site, a monument to failed welfare/public housing policies of the past that was imploded in the early 1970's. The Pruit-Igo site still stands empty today: it is a large tract of valuable urban land potential that could be utilized for an urban enterprise zone. HUD has conditioned the final disposition of the property with the development of a job creation plan. Cochran has been featured twice on CBS "Sixty Minutes,' and news publications throughout the country. Ms. Gilkey, as you know, has trained other emerging tenant management groups from St. Petersburg to Cabrini-Green in Chicago and East L.A. As head of the National Tenant Union, she recently sponsored a political action conference which supported the Administration's HOPE funding proposals. The two Republican Senators from Missouri, Kit Bond and John Danforth, were among only five GOP senators who failed to vote for the 1991 HOPE supplemental. A site visit to Cochran, in addition to making a national statement for the Administration's HOPE and Enterprise Zone policies, could also serve to shore up Congressional votes on the '92 HOPE budget. APR 03 '91 14:09 US DEPT OF HUD - OFC OF THE SECRETARY 343 P04 In sum, this event at Cochran Gardens, juxtaposed with the failed policies of the past and future Enterprise Zone potential at Pruit-Igo, would provide a dramatic and visual expression of the President's commitment to a new urban renaissance. REMARKS PREPARED FOR DELIVERY TO THE ASPEN INSTITUTE BY SECRETARY JACK KEMP October 14, 1990 Thank you for that warm introduction. It's an honor to be part of such an outstanding program, focusing on the domestic and international challenges facing America today. What an exciting time it is to be alive. President Bush has called it the Revolution of 1989, but perhaps it's just the Revolution of 1776 not yet brought to its ultimate completion. But as in all revolutionary eras, Charles Dickens' statement still applies: it can be the best of times and the worst of times simultaneously. It is best of times to witness the triumph of liberal democratic values -- small "1," small "d" -- capturing the global zeitgeist. It is the worst of times when we see poverty, despair, homelessness, and hopelessness cripple the lives of too many people and far too many children living in America's inner cities. Clearly we can't help the poor if the country itself becomes poorer. So for a few moments, I'd like to discuss the war against poverty in the context of the great debate now taking place on Capitol Hill over tax and budget policies. One of the most hotly contested issues today involves the current budget talks between the White House and Congress. I believe that President Bush demonstrated great leadership in advocating a cut in the capital gains tax to 15% during the presidential election two years ago, and again in his State of 2 the Union Address. Clearly there are deep differences and divisions between Republicans and Democrats about the direction our national economic policy should take, and bitter debate over the vexing issue of the budget. I really believe President Bush deserves credit for being willing to consider every issue as a subject for negotiation and compromise in his relations with the Democratic Leadership in Congress, including putting the issue of taxes on the table. He has walked the last mile in his effort to come to some bipartisan agreement, and in fact has taken a lot of heat from people on both sides of the aisle. It's no secret that our economy is facing a slowdown, and unemployment is on the rise. As President Bush's Secretary of HUD, I express the concerns of millions of low income Americans struggling to make a living and keep homes together in the inner cities of this country. We owe it to the poor to do everything in our power to maintain, and indeed, restore the growth momentum which has created over 21 million jobs during the past eight years and launched over 4 million new small businesses. The good shepherd reminds us all that those who are blessed have an obligation to be a blessing to those left out or left behind. It is the poorest of our citizens who suffer the most from the consequences of bad economic policies. They are the first to lose their jobs and homes, and the first to suffer from a credit crunch. Indeed, their problems are the most severe and 3 distressing. In the interests of both promoting economic growth and reaching a budget agreement that truly reduces the deficit, I would offer the suggestion that Congress consider the plan offered by the President: reducing the effective rate on capital gains taxes to 15% plus indexing, and in return, as the Democrats demand, raising the top marginal rate to 31% to put an end to the complaints of so-called "unfairness." The American economy is sliding into a recession that may be long and deep if Congress does not soon agree to the growth initiative President Bush has endorsed. In the interests of furthering that effort, I would further urge Congress to consider suspending attempts to secure a five-year budget agreement and concentrate its energies toward securing a one-year budget agreement that limits or even freezes spending and cuts taxes, not raises them. The ambitious effort to cut $500 billion in a five-year agreement began when the economy was stronger and there was no foreign policy challenge as we face in the Middle East today. In my view, it's not logical to adopt sharp tax increase in the face of such an uncertain future. The poorest and the weakest in our society are sure to be hurt the most, as they would be in any economic downturn. This compromise would give the Democrats in Congress one last chance to prove that they are sincere when they say they are willing to help the President find a solution to this country's 4 need for growth and budgetary stability. If the Democratic Leadership now rejects this fair and generous offer from the President, they will have shown their intent is not to help, but to obstruct. B Cutting the capital gains tax will unlock illions of dollars now tied up in existing assets, while indexing for inflation would reduce the confiscatory effective tax rates that can easily reach 75% on long-term assets, according to economist David Goldman. Those dollars will provide access to the seed capital which is the number one need of entrepreneurs seeking to start or expand an enterprise and put people to work. Even economist Allen Sinai -- never a strong proponent of tax cuts -- has concluded that cutting the capital gains tax would raise federal revenue by $30 - $40 billion between 1990 and 1995, increase GNP by almost 3% or over $150 billion, create 2.5 million new jobs, and boost business capital spending by 1.3%. Contrary to the Democrats' hysterical claims, cutting the capital gains tax is not a boondoggle for the rich, but an incentive for small businessmen and women -- especially in our inner cities and among minority entrepreneurs -- who want the opportunity to become rich. Between 1977 and 1982, when the Steiger Amendment cut the capital gains tax from 49% to 28%, the number of black-owned businesses exploded by nearly 50% -- one of the largest gains on record. We need to at least double the number of minority-owned businesses in the next few years, and it can't be done under the current capital gains tax laws. 5 Resorting to the politics of envy and class warfare -- now masquerading as the so-called "fairness" issue -- is an old trick which the Democrats mothballed during the 1980s, but have recently dusted off for the ongoing budget debate. The premise here is that the Reagan/Bush tax cuts gave the wealthy a free ride in the 80s by shifting the burden onto middle and lower income families, and that there is growing resentment among these voters which can be exploited to the Democrats' political advantage. They are wrong on both counts. According to recent IRS statistics, between 1981 and 1987, the tax burden on the top 1% of taxpayers shot up by nearly 40%; the top 5% pay a 23% greater share; and the top 10% of income earners saw their share jump by over 15%. Meanwhile, the lower half of income earners saw their total tax burden fall by about 19%, measured as a share all taxes paid. (source: syndicated columnist Warren Brookes, Washington Times, 10/12/90) And after visiting hundreds of distressed communities in cities across the Nation, I believe I am as qualified as any poll to discuss the mood of low income Americans. Let me tell you something, the new pseudo-populism being peddled by the Democrats won't sell in the inner city. Poor people don't want to revisit the failed zero-sum income redistribution policies, in fact, it is demeaning for Democrats to suggest that poor people believe that the only way they can get ahead is by tearing down the rich. Low income families across America want the same thing we all want -- the get a good job, to own a home, to start a 6 business. They want the opportunity to pursue their hopes and dreams unencumbered by government tax and regulatory barriers; and the opportunity to escape the poverty trap perpetuated by the liberal-left policies of the last twenty-five years that reward welfare more than work and consumption more than saving. But what I've found during my visits to inner city ghettoes and barrios is that our country is divided into two economies. Our mainstream economy is democratic capitalist, based on private property, and rewards entrepreneurship, saving, and investment. But this inner city second economy is directly the opposite: it is government-directed, based on government ownership of property, and punishes entrepreneurship, risk-taking, saving, and investment. It is similar in many ways to Third World socialist economies, the kind which are being replaced by the entrepreneurial capitalist spirit so alive in Eastern Europe today, and even in Moscow. President Bush has asked me to help eliminate this socialist second economy so that every American -- especially the poor -- can participate in the free enterprise system. We want everyone to have the chance to make the most of their God-given talents and abilities. Here are a few of the ideas that President Bush and I have proposed to launch a new free enterprise war on poverty. First, we need the authority to designate distressed inner cities and rural communities as Enterprise Zones, with dramatic incentives to invite capital to invest in new entrepreneurial 7 ventures that will create real private sector jobs. The most powerful incentive would be eliminating the capital gains tax in Enterprise Zones, both to attract more seed capital and to strengthen the link between effort and reward for entrepreneurs and risk-takers. Second, we need to expand resident management in public housing, homeownership opportunities, and private property. Empowering low income residents with greater control over their neighborhoods and the opportunity to someday own their own home provides powerful incentives for families living in America's public housing communities. The noted Washington Post columnist William Raspberry recently wrote (quote) " when assets are present, people begin to think in terms of the asset. If a young mother owns her own home, she begins to pay attention to real estate values, property taxes, the cost of maintenance and so forth it is the assets themselves that create this effect, as opposed to just educational programs or exhortations toward better values." Whether you call it resident ownership, urban homesteading, or putting assets into peoples' hands, the results are truly dramatic in altering rewards, changing behavior, and lowering poverty levels. Third, we should increase and expand the availability of housing vouchers. Low income people should have greater choice and more freedom about where to live, and better access to affordable housing. They should be treated as independent 8 consumers instead of perpetually dependent welfare recipients. Fourth, tax reform is needed now to help remove more low income families from the tax rolls and dramatically increase the after-tax income of welfare mothers and jobless fathers who want to work. In 1948, a median-income family of four paid almost no income taxes, and only $30 a year in direct Social Security taxes. This year, the same family's tax burden would be over $6,000. To be as sensitive to families today as in 1948, the tax code would have to allow a personal exemption of at least $6,000 for children under 16. Fifth, it is essential to expand the earned income tax credit and pass President Bush's Child Care tax credit to roll back the huge tax burden on low income families and unemployed parents. Sixth, for homeless people, the Administration's new Shelter Plus Care plan will expand community-based mental health facilities, drug abuse treatment, job training, and day care. Shelter and support services are the key to helping homeless Americans re-enter the mainstream economy. Seventh, to enhance education and opportunity, we should expand true choice and competition through magnet schools, education vouchers, tuition tax credits, and policies for choice in education like those being championed by State Representative Polly Williams in Wisconsin and Council Member Keith Butler in Detroit. Eighth, Congress should pass President Bush's HOPE 7 9 legislation (Homeownership and Opportunity for People Everywhere) which includes programs to allow families to use IRA's to help purchase their first home; an expanded low income housing tax credit; and a new initiative called Operation Bootstrap which links housing vouchers to strategies such as job training to help people become self-sufficient. A budget agreement that includes a meaningful cut in the capital gains tax is the only way to keep the economy growing. President Bush's plan to cut the capital gains tax to 15% and index gains for inflation will stimulate economic growth by encouraging entrepreneurship and job creation. It's time for the Democrats in Congress to put aside narrow and partisan political envy and help our economy grow for all Americans. The longer they hold the health of our economy hostage for political purposes, the larger the deficit will grow, and, the harder it will be get our Nation moving again. I think it's time for 15/31 or fight. ## JAG Mary Brunette @ HUD # of public housing units: 1,305,000 of those, 1,202,265 are occupied The rest are vacant. over 100,000 vacant Call if you have questions. 708-3161 -cc Expand Homeownership and Affordable Housing Opportunities Empower the Poor through Resident Management and Homesteading Enforce Fair Housing for All Help Make Public Housing Drug Free * Help End the Tragedy of Homelessness Create Jobs and Economic Development through Enterprise Zones * Expand Homeownership and Affordable Housing Opportunities Empower the Poor through Resident Management and Homesteading * Enforce Fair Housing for All Help Make Public Housing Drug Free U.S. Department of Housing and Urban Development * Help End the Tragedy of Homelessness * Create Jobs and Economic Development through Enterprise Zones * Expand Homeownership and Affordable Housing Opportunities * Empower the Poor through Resident Management and Homesteading * Enforce Fair Housing for All * Help Make Public Housing Drug Free * Help End the Tragedy of Homelessness * Create Jobs and Economic Development through Enterprise Zones * Expand Homeownership and Affordable Housing Opportunities lack Kemn 000 Women Who Make a Difference By Olga Wickerhauser A Miracle Worker Saves Public Housing Bertha surrounded by ten- ants at Miller Homes. "The majority who live here are good, hardworking people. to turn Miller Homes around, and failed," re- calls Martin Hillman, the executive director of leaning day Trenton's housing au- falls on a cool, drizzly thority. "As soon as a Saturday morning, and a door or window was re- handful of tenants at placed, it would be Miller Homes-a Tren- smashed again." ton, New Jersey, public- Hillman realized mon- housing complex-turns ey alone wasn't the an- out to help sweep the swer. The only way the parking lots, scrub the development could sur- hallway floors and re- vive was to change the paint the entrance. environment and the "They used to call us outlook of the tenants— 'Killer Homes,' " recalls 256 poor families. Alberta Williams, who is This time, in addition currently president of to approximately $2 mil- the Miller Homes Ten- lion in Federal moneys ants Association. "I make people believe in to renovate the two "Crackheads were ev- high-rise buildings and erywhere. They were selling drugs in the hall- themselves." an $80,000 state grant to begin round-the-clock ways, on the stairs, and police protection, Hill- urinating all over the place. My God, it was just awful" n man brought in Bertha Gilkey, a woman who has never Muggings were epidemic. Gunshots rang out night and been afraid to get her hands dirty. day, and tenants were afraid to leave their apartments. In fact, the housing complex was so drug- and crime-infested CLEANING UP that the mayor of Trenton had suggested that the only Grabbing a broom and a plastic garbage bag, Bertha be- way to clean up Miller Homes was to tear it down. gins sweeping the litter of bottle caps, candy wrappers Then a kind of miracle happened. In the eyes of Alberta and cigarette butts into neat little piles. Then she picks up Williams and other tenants here, that miracle is a petite, the trash with her bare hands-without regard for her 40-year-old one-woman dynamo. "Since Bertha Gilkey perfect, long red fingernails-and begins filling one gar- came, has it changed!" says Williams. bage bag after another until the parking lot is spotless. Bernstein/Outline For more than a decade Bertha, herself a child of the A group of children runs up to report that the paint- slums, has been teaching tenants of dangerous, drug- brushes Bertha provided have disappeared. (Continued) infested public housing how to transform their environ- ments into safe, decent places to live. FC's "Women Who Make a Difference" is featured on 3 "We had spent hundreds of thousands of dollars trying HOME, weekday mornings on ABC-TV. Women Who Make Homes are good, hardworking peo- Bertha listens to tenants' com- ple," she continues. "The problem is plaints about broken elevators and A Difference that public housing is used as a dump- washing machines, and helps to set- ing ground for dope pushers, the the disputes between neighbors. continued from page 15 have-nots and want-nots. You have "We're not going to live with peo- to deal with the bad ones already ple who urinate in the elevators and She pulls crumpled bills from her here and stop more bad ones from mug and kill and rape," she shouts at pocket and hands them to the oldest moving in." one point. "This is the rebirth of to buy more. Miller Homes!" "You can't change people over- IMPROVING lives The tenants are mesmerized. night," Bertha says later. "It takes At least three evenings a month, Many shout "Amen" and "Right on." time for people to start thinking of Bertha meets with Miller Homes She asks them to stand and, fists public housing as their home, to start tenants. These sessions are a combi- thrust in the air, shout: "We're tired thinking they can change how it is. nation religious revival, condomini- of it. We're not taking it anymore." "The majority who live at Miller um meeting and civics class. Bertha has taught residents how to read a lease sentence by sen- tence, and helped organize an effec- tive tenants association. Floor captains patrol the halls to make sure there are no graffiti, that the garbage is taken out, that children don't run 23456789 around late at night. A joint tenant/housing authority committee has been formed to screen new tenants. From now on, anyone who wants to move into Miller Homes will have to pass a background check and an orientation. "We're going to teach them they've got to be accountable and re- sponsible," says Bertha, "and if they are not, they're going to be evicted." In addition, she finds grant money to set up services designed to make inally pantyhosethat wont residents' lives more manageable and hopeful. lfdestructineyerydaycombat. An on-site day-care center has been opened so mothers can find jobs and get off welfare. Retired car- penters have been recruited to teach skills to unemployed high-school dropouts who then will be hired to renovate the buildings. There is an after-school tutoring program, a Cub Scout troop, even a girls' drill team. "I make people believe in them- selves," Bertha explains. "What's wrong with the government is that they work on the buildings. I work on the people first. Once you give peo- ple back their pride and dignity, then the buildings are easy." TAKING CHARGE nonsense Bertha was born Bertha Knox, the second of 15 children, and grew up in pontynose a St. Louis tenement. Her early years were defined by sexual abuse and neglect, but despite a hellish home life, Bertha managed to gradu- Pantyhosethatlastrare No nonsense ate from high school. (Continued) 16 Women Who Make When she wasn't working or STAYING put studying, she was leading other ten- While Bertha started as a volunteer, A Difference ants in their struggle to improve life for the past three years she has at Cochran Gardens. They scrubbed drawn a modest salary. Most of the continued from page 15 the walls and floors, and badgered money she earns-including the the housing authority to replace $77,000 fee from Miller Homes— "I was determined not to let what missing lights. With Federal and pri- goes to Urban Women, Inc., the - happened to me as a child ruin my vate grants she secured, Bertha set nonprofit organization she started six whole life." up a day-care center and businesses years ago to pay the salaries of three At 17, she married Emmett Gil- to create jobs for tenants. assistants and dozens of "interns"- key, a middle-class college student Eventually, in 1976 the Cochran tenants she trains to carry on her whom she had met at church. They Tenant Management Corp., with programs after she leaves. had two children in three years, but Bertha as president, took over the When not traveling, which is only the marriage ended when the youn- buildings' management. Today, it re- about five days a month, she returns ger child was 9 months old. mains a model of what public housing to the apartment in Cochran Gardens Bertha worked, raised her chil- can be-crime-free, clean and quiet. that she shares with her son and dren and went to college. From 4 She has the same goals for Miller daughter, both college students. A.M. until noon she pressed clothes Homes—tenant management. "I be- Now that she has made something at a dry cleaner's, and at night she lieve that the only way public housing of her life, she says many people took classes for an associate degree will work for low-income people is if urge her to leave the "projects." in early-childhood education. they take charge of it themselves." "That's why my marriage broke Back then, as today, she lived in Bertha's success at Cochran Gar- up," she says. "My husband wanted Cochran Gardens, a public housing dens earned her national attention. to save me, to buy a house in the development in St. Louis. In the late After she appeared on 60 Minutes in suburbs with a two-car garage. But I 60's, the complex was known as Lit- 1986, officials from many cities asked wanted the same for my neighbor in the Nam, because of the routine drug her to help save their worst public public housing. If she couldn't have killings, muggings and burglaries. "I housing. So she has worked in Phila- it, then I didn't want it either." just got fed up," she says. "I decided delphia, Camden, Chicago, Louisville this was my home, and I didn't have and Cleveland, as well as in Trenton, Olga Wickerhauser is a freelance to live this way." and she lectures worldwide. writer who lives in New Jersey. THE WAY IT WAS -bullet holes in the walls, pools of urine in the halls and elevators. Gilkey: "People threw garbage out of the windows, and the hallways were lined with garbage bags stuffed with month old food and mice jumping out of the trash. " Tenants were made prisoners of their fear of muggings and violence. Drug dealers set up road blocks to rob whoever they could stop. The city government wanted to tear the complex down. Many tenants moved away, people lost hope. TENANTS TOOK CHARGE -tenants scrubbed walls and floors, nagged housing authorities to make repairs. With Federal grants secured, Gilkey set up a day-care center and businesses to create jobs for tenants. Eventually, in 1976 the Cochran Tenant Management Corp., with Gilkey as president, took over the buildings' management. TODAY "Where there once was only dirt, there are now azaleas and 'keep of the grass' signs. Tenants sweep the hallways every day and dare not mark the freshly painted walls." Cochran Gardens is clean and crime-free. Most importantly, a sense of self- sufficiency and self-confidence has been restored. From Squalor to Showcase: How a Group of Tenants Won Out By ISABEL WILKERSON The corporation employs 250 people, They began with a modest wish list. most of them Cochran residents, and They wanted clean, well-kept buildings Special to The New York Times ST. LOUIS A decade ago the Co- hopes within the next year to open a that had front and back doors, which factory across the street that will hire had been torn down by drug dealers chran Gardens public housing develop- hundreds more. who wanted quick access to hiding ment here was a squalid den for nar- cotics dealers. There were bullet holes A Long List of Rules places. They scheduled a cleanup day, brought soap and water, and scrubbed in the walls and pools of urine in the The tenants' leaders run Cochran the floors and walls themselves. They hallways. The tenants, most of them Gardens like the military, with almost bought new paint, and every family welfare recipients, were virtual pris- as many rules and with their own hier- painted its own hallways. They sold oners of the 12-building complex, and archy. Below the board of directors are pig's feet and chicken wings to get the the city wanted to tear it down. floor and building captains who, in money to replace the doors. Now Cochran Gardens is a showcase monitoring residents' behavior, are not Early successes helped the tenants of urban ingenuity. Where once there above searching through garbage to convince the local and national govern- was only dirt, there are now azaleas find out who violated one of the com- ments that they could run the complex, and "keep off the grass" signs. Tenants plex's strictures. At Cochran Gardens, h is forbidden and in 1976 they signed a management sweep the hallways every day and dare contract with the St. Louis Housing Au- not mark the freshly painted walls. to hang wash outdoors, throw garbage thority that provided them a fee of The development, with 1,900 resi- out the windows, speak discourteously $69,000 a year. Today that fee is dents, has been transformed since the to managers, put old furniture on the $858,000, more than 95 percent of the tenants began managing the buildings balconies, let the corridors go unswept $895,000 in publicly subsidized annual in a movement that is spreading across or have pets, even goldfish. rents paid by the residents. the country. Fifteen years ago there Prospective tenants must sign a two- were just two such tenant management page list of these and other regulations Morgan Doughton, a senior domestic groups; now there are 15, and dozens before they move in, and are given policy analyst at the White House, says more are being formed in Cleveland, periodic updates in the form of frankly the group has surprised even its sup- Chicago, Philadelphia, New Haven and written fliers. A recent edict warned, porters. other cities. "Anyone caught spitting or urinating "It turned into an all-purpose organi- In most such cases, the tenants, zation that had earned the right to though they hire building janitors, also on the elevator, incinerator or any- manage its own housing," Mr. Dough- perform cleaning and minor mainte- where in the building will be evicted." ton said. "It's more than collecting rent nance work themselves, and they apply That the development could vastly and making sure broken windows get peer pressure to insure that the devel- upgrade itself was first envisioned by repaired. It makes residents feel they opment stays well kept. They collect Bertha Gilkey, the 39-year-old head of are part of the community." rent for the local housing authority, which pays them a fee for their man- the board, who founded the tenant man- To work, the system relies in part on agement services. agement group. She remembers mov- people like Nellie Moore, a building In so doing, they not only gain a new ing there as a child, with her parents captain who tracks her charges like a sense of independence but also deal ef- and 14 brothers and sisters, from a St. private investigator. "If somebody fectively with their own housing prob- Louis tenement that had dirt floors. Co- leaves a bag of trash in the rubbish lems, whose solutions often escaped chran Gardens then was landscaped room, I go through the trash to find out seemingly distant bureaucracies. and clean, and she thought it was uto- who they are," Mrs. Moore said. "If Next Step Is Ownership pia. you look long enough, you usually find a By the late 1960's, though, the devel- bill in there with their name on It." -Now some tenant management opment had begun to change. Drug Mrs. Moore does her "building groups are seeking total control: they dealers became the uncfficial man- check" every day, making sure that want to buy their complexes from their agers, setting up shop in vacant apart- the floors, walls and baseboards are local governments under legislation, ments, stealing tenants' checks from cleaned and that there are no cobwebs signed into law by President Reagan the mailboxes and barricading the in the stairwells. last February, that allows tenants to street. Drivers forced to stop at the buy public housing at a small fraction barricades were robbed. "We run Cochran like a real estate of the market price. Many tenants moved away, and the manager would, not like a social pro- At least two such groups - the one at Cochran Gardens here and another in buildings fell into disrepair. The com- gram," Mrs. Gilkey said. "The build- plex, once racially mixed, had become ings aren't writing graffiti on them- Washington are now drafting pur- predominantly black and predomi- selves. They're not tearing themselves chase proposals to be submitted to the nantly poor, most of its households down. There are consequences for that Department of Housing and Urban headed by women. Despair set in, Mrs. kind of behavior, and the consequence Development. They hope to reach Gilkey recalls, and many residents here is that we're going to put you out." tentative agreements with the depart- ment by the end of this summer. gave up hope and caring. Mrs. Gilkey herself has now risen to Already, though, the tenants at Co- The Abnormal Became Normal' international prominence as a leader in chran Gardens, organized into the Co- "People threw garbage out of the the tenants' rights movement. She has citran Tenant Management Corpora- windows, and the hallways were lined traveled to Europe, Africa and the Mid- tion, have been astonishingly™ success- with garbage bags stuffed with month- die East, training low-income residents ful. Using foundation grants as well as old food and mice jumping out of the and preaching the gospel of tenant the hundreds of thousands of dollars in trash," Mrs. Gilkey said. "The abnor- management. management fees they receive, they mal became normal." have built a community-wide empire: By the mid-1970's, Mrs. Gilkey and At the same time, her group's busi- ness ventures have expanded rapidly. a $400,000-a-year catering business, several other outspoken tenants were five day-care centers, a cable-televison fed up. "We decided things didn't have When the complex received $22 million for renovations from the Department installation service for low-income to be this way," she said. "We wanted néighborhoods and a limited partner- to build accountability and standards of Housing and Urban Development, the tenants decided to reduce the num- ship in several private housing com- and self-esteem." ber of residents in each of the build- piexes nearby. One day Bertha Gilkey decided she wouldn't take it anymore. ings. They enlarged the old apart- ments, built a complex of town houses for the displaced residents and then sold the town houses back to the hous- tng authority, at a profit of about $10,000. And when Mrs. Gilkey heard that some cable television companies were afraid to send crews to low-income neighborhoods, the Cochran Gardens group trained its residents in installa- tion. Now the group receives from the cable company 10 percent of the reve- nues from each household the group serves. "What becomes a problem for other folks becomes a market for us," Mrs. Gilkey said. The successes of the Cochran and similar tenant management groups have put pressure on local housing au- thorities to either improve their man- agement or allow more tenants to run their own complexes. "This is one of the best ways to make the public sector more efficient," said Mr. Doughton said, the White House aide. Thomas Costello, who as St. Louis housing director handed management of Cochran Gardens to the tenants in 1976, agreed. Tenant management "is not necessarily a panacea" for all the problems confronting public housing, he said. "But if properly nurtured, it's the best of both worlds." The New York Times/Dan Miller Bertha Gilkey, head of the tenant management group at Cochran Gar- dens, with Lenora Williams, president of the Harrison Tenant Council Association, outside the Harrison Plaza development in Philadelphia. Bond of Missouri. Both Bond and Kemp are advocates for low-income housing tenants to own their own housing complexes with financial assistance from the federal government. Photos by Bob Williams. Republicans Determined To Make Home Ownership A Reality For Low-Income Tenants After the tour of public hous- determine if the proposal to housing complexes on the poor. ing units by Jack F. Kemp, make the aging public housing Clay says the federal govern- complex (Carr Square) one of ment is trying to get out of the U.S. Secretary of Housing and the first in the nation to be sold low income housing business. Urban Development, along to its tenants. His assessment - with powerful Republican U.S. This is the second trip for of the proposal to sell Carr Senator 'Kit' Bond, both gen- Senator Bond to Carr Square tlemen agreed that now is the Square was good, and he said to talk with the tenants. Sen- that his critics "are flawed in time for the federal govern- ator Bond has introduced leg- ment to make owning a piece their thinking, they' re wrong." islation that will enable low of the American Dreamra real- He was referring to Con- income tenants to purchase gressman William L. Clay, ity. who has been very critical of public housing complexes with Kemp's trip to St. Louis was the assistance of the federal the Bush administrations at- basically a fact finding one to tempt to unload expensive government. ST. LOUIS POST-DISPATCH WEDNESDAY, JULY 6, 1988 Housing Authority May Sell 658 Units To Tenant Group By Cynthia Todd Of the Post-Dispatch Staff The St. Louis Housing Authority is considering a proposal to sell 658 units of public housing at Carr Square Vil- lage in north St. Louis to the devel- opment's tenant-management associ- ation. housing officials said Tuesday. Charles Poole. a spokesman for the authority. said the agency was negoti- ating to turn over the ownership of the project to the tenant group. The group is applying through the U.S. Department of Housing and Urban Dev elopment to buy the complex. at 1521 Carr Street. An amendment to the Community Development Act. passed in December. allows such sales. If the application is approved. Carr Square would be one of the first public housing developments in the country to be sold to tenants. The Department of Housing and Urban Development also is consider- ing the sale of another public-housing development. Kenilworth-Parkside in Washington. to its tenant-management association. "This has always been our objective - to buy the development." said Lor- etta Hall. the manager of Carr Square and a member of the tenant-manage- ment group. which is 15 years old. Hall said the group hoped to form a cooperative to let tenants buy stock in the complex and to eliminate all sub- sidized housing in the development for any tenant who is not elderly. The group proposes to buy the devel- opment from the Housing Authority for $1. Once the sale is completed. the group Wayne Crosslin/Post-Dispatch plans to enter into a joint venture with Loretta Hall, manager of Carr Square Village, the development firm of McCormack. Baron & Associates of St. Louis to ren- ovate the development. Hall said. or private industry. problem of low-income housing. She estimated that the first phase of The proposal would preserve the In St. Louis. officials estimate that the project would cost about $235,000. development for low-income families. 3.700. people are on the Housing The modernization project could be paid It also provides that any resale of prop- Authority's waiting list for public hous- for with bonds. through investments erty in the development must be made ing and another 6.300 people are wait- from individuals or through a grant from to people who have low incomes. ing for Section 8 subsidized housing. a foundation. Hall said. Michael W. Jones. executive direc- We see this as a tremendous cycle She said that the group had contacted tor of the housing authority here. was to generate new housing." Caprara said. the Ford Foundation and that "pros- unavailable for comment. Sources said He is the director of economic devel- peets look good. But the first thing we several city officials supported the pro- opment for center. have to get is the ownership." posal. First the city will have replace- The proposal also provides that the David Caprara, of the National Cen- ment housing to improve the quality of 658 units of public housing lost through ter for Neighborhood Enterprise in life." Caprara said. "Second. Carr the sale would be replaced by: Washington. said the application was Square is contiguous to the Pruitt-lgoe Making vacant public housing in being reviewed. The center helped the site. and this will enhance the value and the city livable. tenant group develop the proposar. accessibility of the site." Buying or building new units of Caprara said officials at the depart- The city has proposed a $25 million public housing. ment already had given the plan prelim- redevelopment of the old Pruitt-Igoe Developing more public housing inary approval. He hailed the proposal site. where 33 buildings of public hous- through a partnership with government as a visionary method to tackle the ing for 12,000 people once stood. MONDAY, NOVEMBER 6, 1989 Shuttles Help Workers Commute To Suburbs By Jerri Strond Joel Manker, assistant manager of Of the Post-Dispatch Staff the Red Roof Inn, said that without the With most jobs, it's the worker's "The real goal is to get our West County stores van, he would have to pick workers up responsibility to get to work. at a bus stop more than a mile from But when the jobs and workers are fully staffed. It's a problem for everyone in that the hotel. Buses "don't come any- miles apart, the jobs can go begging if area, particularly for the part-time positions. " where near us, Manker said. Almost workers can't get there. every business in me area that hires Schnuck Markets Inc. last week be- hourly employees has hung out a ban- SUE GIBSON, Schnucks spokeswoman. gan a shuttle service in a bid to fill ner to attract job applicants, he said. jobs at its West County stores. Another The hotel has hired only house- shuttle service sponsored by the Coch- keeping workers through Willis so far, ran Gardens Tenant Management cruiting entry-level workers, particu- The Washington-based neighbor- Manker said. The project is helping Corp. has been taking workers from larly in affluent areas of St. Louis hood center oversees the "reverse the hotei develop a core group of loyal the central city to jobs in Maryland County. commute" projects as one way for workers who use the van, he said. The Heights since February. low-income communities to help combination of transportation and The county's unemployment rate Both the Schnucks and Cochran was a low 3.7 percent in September; themselves, Stakley said. All the pro- day care offered in the Cochran Gar- Gardens shuttles are aimed at bridg- jects are aimed at getting unemployed dens project makes it easier for peo- whereas the city's rate was 8.1 per- ing the gap between surplus jobs in cent, according to the Missouri Divi- inner city residents to suburban jobs. ple to take the jobs, he said. suburban areas and unemployed sion of Employment Security. The ar- Willis said the $150,000 grant to Willis has recruited 60 people for workers in the city and inner suburbs. Cochran Gardens pays only for ad- jobs in the nine months since Febru- ea's average unemployment rate was "The real goal is to get our West ministrative staff - herself, a job ary. Only 10 people are riding the 5.2 percent in September. County stores fully staffed." said Sue But the employment statistics are counselor and a transportation coordi- shuttle regularly now, partly because Gibson, a Schnucks spokeswoman. nator. The $3.10 round-trip fare for there is a high turnover in the entry- only part of the story. Entry-level "It's a problem for everyone in that the shuttle pays for the driver and gas. level positions she tries to fill. Some workers often must depend on public area, particularly for the part-time transportation to reach their jobs. Un- Cochran Gardens Tenant Manage- workers have found better jobs, she less a suburban employer is near a bus ment, which owns the van, is paying said. Others have been unable to keep positions." Patricia Ferguson Willis. executive route. just getting to work can be SO for insurance, she said. their jobs for a variety of reasons. director of Cochran Gardens Trans- difficult that the workers are reluc- "The goal is to get local funding," Only a handful of workers were rid- portation, says her main goal is to help Willis said. Employers pay nothing for ing the Schnucks shuttle last week. But tant to take the jobs. welfare mothers become self-suffi- the service so far. Willis says it's im- Gibson said she expects between 50 The Cochran Gardens project is one cient. The Cochran Gardens group of eight nationwide that received portant in the beginning to show em- and 60 riders by the end of the week. provides day care as well as transpor- ployers that the program can provide Many of the new workers were in start-up grants from the U.S. Urban tation for the mothers it recruits for Mass Transit Administration. So far, the workers needed for entry-level training last week, she said. jobs. only three of the projects have gotten jobs. The Schnucks shuttle provides Unemployment rates for specific beyond the planning stage, said Syd- So far, Willis has worked mainly twice-daily runs to stores in Kirk- neighborhoods are hard to come by, ney Stakley, a senior research asso- with two hotels in the Westport area of wood, Des Peres, Town and Country, but suburban employers frequently ciate for the National Center for Maryland Heights. The Red Roof Inn Ballwin and Chesterfield. The shuttle complain about the difficulty of re- at 11837 Lackland Avenue has hired Neighborhood Enterprise. leaves either from the company's most of the, workers Willis has store at 5055 Arsenal Street in south recruited. St. Louis or the company's training center at Northland Shopping Center. The shuttle costs $1 for a round trip. Gibson said shuttle schedules may change as Schnucks attempts to match shifts at its stores with workers' needs. Ann Arbor News 3/25/90 NEWS PHOTO ROBERT CHASE 3ertha Gilkey, an advocate for public housing tenants, discusses the national public housing situation during a seminar Saturday in the Michigan Union. Federal housing aid is improving under By JUDSON BRANAM applying for federal improvement NEWS STAFF REPORTER grants. However, since that rule has Kemp, activist says While federal assistance for pub- been lightly enforced for years. lic housing remains shrunken from Gilkey said, tenants must make years of budget cuts through the 1980s, the administration of Hous- sure they have real input on grant ing Director Jack Kemp offers applications or complain to HUD officials. hope for the future, a national ten- ants' rights activist said Saturday. Despite the recent improve- Bertha Gilkey of St. Louis, active ments, Gilkey said tenants still in public housing issues for nearly face "built-in bureaucracy" when a decade, said Kemp has shown a trying to improve their complexes, commitment to improving the fed- and must work toward creating eral Department of Housing and their own management coopera- Urban Development that was ab- tives and maintenance staffs. sent during the administration of his predecessor, Samuel Pierce. One program that can help ten- ants move toward self-manage- "We have made more headway ment is HUD's Resident Initiative under the Kemp administration Program, said Joann Inglis, who than we have under any under Re- administers the program through publican administration," said Gil- HUD's Detroit office. That pro- key, though she added that condi- gram offers assistance in resident tions still need major involvement, home ownership. improvements. drug elimination and economic de- One positive move by Kemp was velopment. the recent suggestion of a $250-mil- Gilkey spoke during a day-long lion "HOPE" bill that would fund seminar at the Michigan Union or- housing rehabilitation, tenant man- ganized by UNITY, a local tenants' agement programs, actions for the organization. The session, called bomeless and home-ownership pro- "No Place to Go: The Struggle for grams. She said that bill is pending Affordable Housing in Ann Arbor," before the House and Senate bank- offered talks by about 90 public ing committees. housing activists from around the Gilkey said that while a number state, guidance on tenants' rights, of laws give rights to public hous- organizing strategies, action for ing tenants, it is the responsibility the homeless and welfare rights. of residents to make sure those UNITY is a year-old alliance of rights are followed by local offi- local tenants' groups formed to im- cials. As an example, she said local prove the conditions and availabil- housing authorities are required to ity of public bousing, said spokes- consult with tenants groups before woman Elmira Collins. THE SUNDAY OREGONIAN, FEBRUARY 24, 1991 Associated Press/MARK ELIAS Sharon Gipson (right), resident manager of LeClaire Courts, a Chicago low-income housing project, walks through the snow outside the project recently with Irene Johnson, head of the resident management board. "Empowered" poor taking control of how their housing is managed By SHARON COHEN The Associated Press bf.Low-income people are taking their destiny in their own hands," "They better understand the said John McKnight, director of problems of their own community." JCHICAGO - In five years, Sharon Gipson became an expert on community studies at Northwestern said Justin Milberg, of the Washing- the many indignities of public hous- University's Center for Urban ton-based National Center for Neigh- ing: leaky roofs, stopped-up sewers, Affairs and Policy Research. "People borhood Enterprise. "They enjoy the trust of their own community. shoddy service, bloated bureaucra- are concluding if they don't do it, no ORE else will." They're a permanent solution. cyrThat was as a tenant. Now she's determined to make big +'It's happening in other arenas, They're not going to leave as fund- changes - as manager. ted. In Milwaukee, some poor chil- ing runs out." Gipson juggles both lives at dsien choose their own private The poor aren't the only cham- pions of choice. LiClaire Courts, a housing project schools. In Detroit, low-income resi- in which low-income folks make dents buy, renovate and sell build- Housing and Urban Development high-powered decisions about their ings. In Denver and Omaha, fathers Secretary Jack Kemp has made it a neighbors, their needs and the fate ase crime-fighters. cornerstone of his agenda, establish- ing the Office of Resident Initiatives oftheir Southwest Side community. 25: Trend spreading in 1989 and training public housing Power to the poor. Across the 21 nation, public housing residents are "We cannot look to government to tenants to become managers. taking charge of multimillion-dollar do, things for us," said Charlene buildings, collecting rent, screening Johnson, president of Reach, a De- new tenants, evicting drug dealers troit-based community group. "We must do for ourselves." and deciding how to spend govern- ment dollars. Some even own prop- That's what's happening in cities such as St. Louis, Boston, Jersey erty. City, N.J., and Washington, where tenants, not professionals, are the power brokers in public housing. It's a shift some say is logical and long overdue. About 15 resident management es, including a catering company, a corporations are operating nation- screen door repair service and, at wide; more than 100 others are in LeClaire, a reverse commuter shut- training stages. tle to the suburbs. President Bush is another boost- "It instills pride and hope," he er. In signing a housing bill in said. "It restores a sense of commu- November, he declared: "When the nity control." people who live in public housing That shift didn't come quickly or are in charge, the results are easily at LeClaire, a community of remarkable: More people pay their about 4,000 people living in modest rent, maintenance improves and red-brick row houses in the shadow neighborhoods spring back to life." of Midway Airport. In the first four years of tenant "When we started out, we were management at Kenilworth-Park- ignored," said Irene Johnson, head side, a public housing project in of the resident management board. Washington, rent collections rose by "They (local officials) thought we 77 percent and hundreds of drug were a joke." dealers were forced out, a report said. LeClaire gets good review A 1989 study said converting Ken- But the residents persisted and, ilworth-Parkside to tenant owner- after working side-by-side for a year ship could save the government $26 with the Chicago Housing Author- million over 40 years. ity, took over in 1989. So far, the re- But not everyone is enamored of views are good. the idea. Last year, Budget Director Caprara calls LeClaire "a good Richard Darman called "The New case study in all the right ingre- Paradigm" - the label a presiden- dients for success." tial aide gave to self-help programs CHA Chairman Vincent Lane - pretentious and a rehash of failed adds: "The management out there is '60s ideas. doing at least as good a job or proba- Programs no panacea bly better than the management under CHA." Even boosters say empowering A paid staff of about 30, mostly the poor is no magic wand. LeClaire residents, manages the "I don't think it's going to wipe day-to-day business, processing and out all problems with the exception completing repairs, balancing the of tooth decay," said Robert Rigby, books and deciding, with the CHA, director of the Jersey City, N.J., on bids for major projects. Housing Authority. "In many quar- Since 1989, new windows have ters, it's seen as a panacea. I don't been installed for everyone. Most think in any way it represents that." tenants have new storm doors and In Jersey City, one tenant-man- about half of the 600-plus row houses agement plan fizzled - high turn- have received new stoves and refrig- over of residents and community erators. leaders were blamed - but in three Longtime resident Joselyn Pughs- others, vacancy rates and delin- ley sees other changes: Repairs that quent rent payments have fallen once took months now take days. sharply. That doesn't surprise her. Though empowerment is a new buzzword, the idea is not. Since the "When you live in a place and '60s, a long line of committed public you're working there, you're going housing activists, often black to do a better job, you're going to women, have preached the gospel of want the best for your children," she self-help. said. "You're going to take care of But in recent years, there has where you live and what you con- been a "growth from a cottage sider yours much better." industry to a major grass-roots Yet expectations can be too high. movement," said David Caprara of "They think we can perform HUD's resident initiatives office. "It miracles," said Gipson, the resident- has just spread like wildfire." manager, who has lived at LeClaire There also are new strategies. In since 1984. "They think it's Atlanta, for example, dozens of grad- 'Bewitched,' twist your nose and it's uate students from a black universi- fine." ty will move into a project this There are painful decisions, too - spring, operate programs and serve especially evictions. There have as role models. been about 10. Resident management, Caprara "The first eviction I cried all said, already has been a boon to day and night. I didn't sleep a week," communities, creating jobs in areas Johnson said. "But you've got a where unemployment is chronically business to run. You sign on the bot- high and leading to spinoff business- tom line of the contract. 'You are coming into a neighborhood' Jordan Park has been in the litter. She heard residents say they stayed grip of poverty, crime and fear inside at night with the porch light off, because the burning lights quickly got shot for years. But one woman is out. They told her they were afraid to teaching the public housing venture into the dark, too, for fear of being shot. complex to take control. She says, "We can change these things." She had done it in St. Louis, in New By WILMA NORTON York, in Chicago, in Philadelphia. So the St. Times Staff Writer Petersburg Housing Authority hired her to ST. PETERSBURG - Jordan Park sits bring her message of change here. in isolation on Ninth Avenue S, the inter- Her mission, she says, is to help the state and a high concrete wall blocking it people of Jordan Park regain their self-es- from the public's view. teem. Stand up for their neighborhood. Let Not so long ago, the residents of the the troublemakers know they aren't wel- 50-year-old public housing complex felt iso- come any more. Bring some of the old ways lated themselves as, plagued by crime and back to the neighborhood, when Jordan poverty, they retreated into their homes to Park offered some of the finest housing watch and wait. available to black families in a segregated Then an outsider with a mission arrived city. to bring them out of their homes. Gilkey is training residents to organize a Bertha Gilkey saw the problems. She business, to feel better about themselves Times photo - JIM STEM Bertha Gilkey says her mission is to help the residents of Jordan stepped over gamblers on the sidewalks. and to take charge of their neighborhood. She saw the drug dealers, the graffiti and Park to regain their self-esteem. the vandalism. She walked through the Please see NEIGHBORHOOD Page 3 Times photo - JIM STEM sidents once feared to leave their homes, but today children move freely through the rejuvenated neighborhood. Neighborhood from Page 1 resident to stand up and speak at each meeting. They talked at a recent meeting about improve- "I teach them to look within themselves, not ments they have seen in Jordan Park. to look outside to somebody else to do for me," Ms. Shaw says asking residents to clean up she says. "What the training does is says you are their yards never used to bring a response. If somebody and that you possess skills. You're. they don't clean it up when asked now, they can unique. You're special. You are bright. You are be fined $25. articulate. You are all of the things people say "I have people now who, when they see me poor people are not. The problem is you lack the coming, they send their kids in the house to get a training." rake so by the time I get there, the yard is When she imparts that message to people clean," she says. who have been poor all their lives, she finds a Wilbert Shack says, "I had someone tell me change, Gilkey says. "You find a stronger, more the other day they can sit out on their porch at informed, more crime-free, more employed and night and not be afraid of shooting." productive community. You bring back the "A lot of the traffic has ceased," Johnnie old-fashioned American dream." Jones says. "More people are taking more pride in the Watch Bertha Gilkey in action, and it's easy Jordan Park area," says Alberta Quarterman, to believe she can deliver her promise. vice president of the association. "More people She's a striking, charismatic woman. are more concerned about what's happening As she guides the residents through the with their lives. We're learning a whole lot. You evening, she is part coach, part cheerleader, learn a lot about yourself and what your ability part evangelist. is. The biggest thing I've learned is that I can get She gathers the dozen or so residents into a in front of a group and talk and not have to be circle to sing, changing the words of Kum Ba ashamed." Yah to include "Stop the drugs, my lord, come Even having the residents stand up and give by here," and "Save Jordan Park, my lord, come their names is progress, Gilkey says. by here." "I can see the sureness in them. When they Every time a resident offers a comment, she first came, many of these women that spoke claps and praises. today wouldn't even speak. Johnnie wouldn't Sometimes, though, she is harsh in her speak. When I used to call on her, she would run. criticism. Vernadean and Alberta would put their heads Speaking about young, unwed mothers, Gilk- down; they wouldn't even talk, Gilkey says. " A ey says: "Some of these young mothers should lot of this is not money. It's just making people not be given apartments. They are not mature feel like they are somebody." enough. Give them a unit, and all they use it for is to get more babies. They end up getting Gilkey grew up in St. Louis in the Cochran caught up in crime, drugs, abused and killed. public housing development (She rejects the They become victims." term housing project as derisive). She still lives She is just as adamant on the topic of people there. who think public housing should take anyone She talks to residents in a way others who applies. couldn't get away with, she says, because she is one of them. "We want to make sure they understand that Jordan Park is no longer a dumping place," She got her start as a public housing advo- Gilkey says. "You're not coming into a project. cate in the 1970s when the St. Louis Housing You are coming into a neighborhood." Authority, frustrated with conditions there, The Jordan Park Residents Association turned the running of Cochran over to the meets with Gilkey three nights a month. The residents. They turned the development around group already has incorporated. Its committees and now own several small companies. stage cleanups, maintain playground equipment Next year they plan to buy Cochran from the and monitor security. Members also plan to open Housing Authority. a child-care center they will own and operate. Jordan Park could get there eventually, too, Gilkey says. The first step to resident manage- The group also is putting together a screen- ment is the training she gives them. The next ing committee of residents and St. Petersburg step will be management - having a say in who Housing Authority staff members who will ap- gets into the complex, how money is spent, who prove new residents. is hired. Those gathered for the meeting go over The third step is economic development. screening guidelines. There are rules on super- Jordan Park's residents are planning to open vising children and housekeeping. People who a day-care center. They have hired a cook to use drugs and create disturbances will be kicked cater training sessions, but hope to expand that out. enterprise. They are raising money for several Speaking in support of the screening com- other projects. mittee, Vernadean Shaw says, "We're working "They've got to have other income so that hard to clean up Jordan Park. We might get when the (federal) dollars are cut, the housing drug fiends, crack heads, drunks and people who stock doesn't suffer," Gilkey says. are violent. We want to clean it up and keep it With this framework in place, the residents clean." can move on to social service programs, job Part of Gilkey's process is getting each training, education. Only then could they think of owning the development, she says. The Housing Authority also is committed to making Jordan Park a better place to live, says Edward White Jr., the authority's executive director. In recent years, the authority has spent about $10,000 per apartment on renovations, White says, and it has added police patrols and security equipment. Gilkey and White say they want to see Jordan Park become the well-respected, sought-after housing it was in the '40, '50s and '60s. "It would have then been viewed as a real mecca. A lot of people fought to get into Jordan Park," White says. "Today, all too many people look at Jordan Park as housing of last resort," White says. "The people who lived in Jordan Park 25 years ago felt differently about themselves." Back then, most of the residents were tradi- tional families - husband, wife and children - who worked. They saw Jordan Park as a tempo- rary home until they could buy their own home. But as society and social programs have changed, so have the tenants. Almost all of the 446 apartments are occupied by women raising children alone. Few can work. "We've moved from working class poor to subsistency poor," White says. "A preponder- ance of people (in Jordan Park) do not work, and they're on welfare. They are trapped in the poverty cycle. "People don't really take charge of their own communities and their own lives when you have a welfare system, White says. "We're trying to change that. We're trying to empower people so that they will once again take charge of their lives, and they will move from a subsistence in the poverty cycle to the mainstream." The Housing Authority has a federal grant for $299,000 it is using to pay Gilkey, buy the site for the child-care center and pay other program expenses. But Gilkey says the money isn't the main source of change. "Eventually, we need money, but the begin- ning of it, before you change physical designs of the buildings through massive amounts of HUD or federal subsidies, you've got to change the people, and that's what this program does. It changes the people. It changes the thinking of the people." Eleanor Cooper, who has managed Jordan Park for 18 years, was doubtful at first, but is now a believer in Gilkey's gospel. "I first felt 'Why are they bringing that woman here to take my job from me,' but I don't feel that way anymore," Cooper says. "I am real happy about the progress we've made here. I know it's going to work. I know it's going to work." Gilkey heard doubts from others, too. "When I came to Jordan Park, people said, "This is not St. Louis. You can't change these people,' Gilkey says. "Now I've got the same people telling me, 'I can sit on my porch at night.' We've got a long way to go, but we've came a long way. "And these changes, it amazes people. But it doesn't amaze me." LOS ANGELES TIMES WEDNESDAY, SEPTEMBER 5, 1990 Residents of Public Housing Will Learn How to Manage Themselves Nickerson Gardens: HUD Secretary Kemp presides $93,000 HUD grant, one of five over official opening of yearlong training program seen such grants given to Los Angeles public housing projects. The others as one answer to problems of crime and vandalism. will go to the Estrada Courts, Jordan Downs, Normont Terrace housing projects. and Pico Aliso projects. By BETTINA BOXALL TIMES STAFF WRITER "[We] want to make sure that Nickerson has hired Bertha every resident of public housing in Gilkey to run the sessions, which Some of the thousands of people the United States of America from will be held three times a month who live in Nickerson Gardens will Watts to East Los Angeles to the for the next year. Gilkey, a seem- start going to class this week for South Bronx to East Harlem has ingly irrepressible advocate of ten- lessons in how to take over their the opportunity to manage their ant rights, is known nationally for housing project, the largest in Los own public housing and someday to helping notoriously bad housing Angeles and one of the most trou- own it if that's their dream," Jack projects, such as Cochran Gardens bled. Kemp, U.S. secretary of housing in St. Louis, clean up by putting the About 50 Nickerson Gardens and urban development, said Tues- people who live there in charge. residents are expected to show up day before a crowd that filled a "I say to the 6 million people in for the beginning of a yearlong gymnasium at Nickerson Gardens public housing in this country series of training sessions intended to mark the official start of the it is time to challenge the sys- to help them form a management training program. tem. Who can better manage corporation that would gradually Kemp shared the stage with us than us?" Gilkey said. replace the Los Angeles Housing several other dignitaries, including Kemp also announced that the Authority in running the Watts Mayor Tom Bradley and Assem- Los Angeles Housing Authority housing project. blywoman Maxine Waters (D-Los will get $18 million this fiscal year The program is one of many Angeles), all of whom praised the to make improvements at its hous- being launched in public housing trend toward tenant management ing projects. Last year the authori- projects around the country as the as the beginning. of a new era in ty received nearly $15 million for Bush Administration promotes public/ housing. "Nickerson is repairs and improvements, but tenant management and even ready," declared Waters. housing officials say it would take ownership as answers to the fes- The management training- more than $200 million to do all the tering problems of crime and van- open to all adult Nickerson resi- improvement work they would like dalism that riddle many public dents-is being paid for by a to do: (Smith/Grossman) April 27, 1991 10:30 A.M. Draft One PRESIDENTIAL REMARKS: HOUSING EVENT. COCHRAN GARDENS, ST. LOUIS, MISSOURI Friday, May 3, 1991 Secretary Kemp, Bertha Gilkey, head of the National Tenant Union. (acknowlegments) Residents of Cochran Gardens. (I speak to you today as a resident of public housing. I tried to get some troublemakers evicted from my block too -- but I'm told it's freedom of the press.) I've just seen your new children's playground. I can't describe how wonderful it is to see an area once called Little Nam replaced by an environment where children are safe to play, to learn, to grow. You know your state used to be called the "Show Me" state. From what I've seen today it's not hard to understand why. You've shown everyone what happens when people are empowered to take control of their community. They take it from a haven for drug dealers to a harbor for children. From the failures of neglect to the victories of volunteerism. From the despair of dependency to the pride of self-reliance. / They take it from development / to neighborhood. Contrast this success story with the failure of projects like the Pruitt-Igoe (PREW it - EYE go). Crime-ridden, drug- infested, it was torn down almost two decades ago. To me, to many of us here, that vacant lot symbolizes the empty promises of public-housing policy. To more and more Americans it is becoming clear that the solutions of the past aren't up to the challenges of the present. The safety-net should have helped people bounce back. But it only served to trap them in perpetual poverty, dependence, and despair. Some are starting to say "enough is enough." They are lifting their voices to demand: if the system's not creating a better life, then we must create a better system. It's time to make good on the promise of opportunity for all our citizens. Because as we enter the next American century, we need everyone on board. That's why this Administration is committed to break the logjam that's choking the progress of the poor -- broadening access to homeownership, jobs, and quality education. Last November we moved towards those goals with the signing of the National Affordable Housing Act -- the most radical departure in Federal housing policy in two decades. Its core is HOPE Homeownership and Opportunity for People Everywhere. It's a revolutionary initiative that strikes out in a dramatically new direction, enabling public housing residents to manage and ultimately own their own homes. Bertha Gilkey once said, "We don't want to be taken care of, we want to be trained how to take care of ourselves." She has taken that mission across America, lighting the fires in our battle to revolutionize public housing. She knows we can allow no pause in this crusade. When I took office, there were only 13 resident groups training to become resident managers. Today there are 100. With full congressional funding, there could be 40,000 residents in some 400 public housing communities launched towards homeownership by the end of 1992. But we cannot conquer poverty if our foot soldiers can't afford the ammunition. That's why Congress must move swiftly to pass our Enterprise Zone and Jobs-Creation Act. By attracting new seed capital for small business start-ups, creating new incentives for entrepreneurial risk-taking, and reducing high effective tax rates on those who want work not welfare -- Enterprise Zones can turn poverty into potential, potential into prosperity. But as we bring back the life to these areas' economies, we must restore the soul to their communities. The Community Opportunity Act of 1991 would help that process. This legislation should empower communities to find ways to make Federal programs more responsive to individual, family, and community needs. It will help provide the means to shift power out of the heavy hand of the state, and into the hands that run the home. It was once said that "destiny is not a matter of chance, it is a matter of choice; it is not a thing to be waited for, it is a thing to be achieved." The people of Cochran Gardens have made their choice. Now, they're making history. Thank you all very much for being here. God bless Cochran Gardens, and God bless the United States of America. 3 Daneedotes how my ours homes DEPARTMENT us OF U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DAVID L. CAPRARA DEPUTY ASSISTANT SECRETARY OFFICE OF RESIDENT INITIATIVES 703 (202) (h)7390548 619-8201 FAX (202) 619-8478 ANDURBAN AND DEVELOPMENT U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT FACT SHEET on OF HOUSING sn * AND URBAND ROOM 4102 451 SEVENTH ST., S.W. WASHINGTON, D.C. 20410 Resident Management and Homeownership o There are currently over 100 resident management entities under development. In April 1990, Secretary Jack Kemp announced a new round of $2.4 million in technical assistance training grants for 37 grassroots resident organizations. There are 13 Resident Management Corporations under contract with a Public Housing Authority with responsibility for project management functions (maintenance, security, rent collection). o The Department expects the number of resident groups and homeownership projects to more than double with expanded funding proposed in President Bush's $2.1 billion Homeownership and Opportunity for People Everywhere (HOPE) grants legislation. Positive social and management benefits have been recognized through resident management of public housing job creation, reduction of crime and welfare dependency, development of new social services, enhancement of community services and overall improvement in the quality of life. Resident Management Corporations have also incubated new enterprises such as small grocery stores, laundromats, beauty salons, catering and janitorial businesses and transportation services. o Resident management groups have been in existence since the early 1970's, beginning at Bromley-Heath in Boston; Cochran Gardens and Carr Square Village in St. Louis, Missouri. Resident involvement is crucial to making public housing work. 0 "The Housing and Community Development Act of 1987" authorized HUD to promote resident management and homeownership in public housing, and to provide technical assistance funding to resident groups. HUD regulations were revised in 1988. {OVER} A new Office of Resident Initiatives (ORI) was created by Secretary Jack Kemp to promote resident management and homeownership. Field staffingincludes a Resident Initiative Coordinator (RIC) in each HUD Regional and Field Office. Resident managed homeownership projects underway include Kenilworth-Parkside in Washington, D. C. and Carr Square Village in St. Louis, Missouri. A study by the accounting firm of Laventhol and Horwath shows positive results regarding economic feasibility for Kenilworth-Parkside, which could save the Federal government $6 million over 10 years; $11 million over 15 years; and $26 million over 40 years. Homeownership opportunities include conversions of public housing units under section 5(h) of the Housing Act of 1937 and the Department's Turnkey III program. In 1990, HUD-assisted multi-family housing properties will be included in the homesteading program. It is the Department's belief that resident management and homeownership instills pride, improves neighborhoods, enhances independence, and encourages stable and intact families. After gaining control of their property, through the successful application of the principles of resident management, self-help, and job training, residents of federally assisted and public housing deserve the full opportunity to achieve the American dream -to own a home of their own. For further information regarding the benefits of resident management or the purchase of public housing for homeownership, please contact the local Resident Initiatives Coordinator (RIC) in your local HUD office. PREPARED BY: Office of Resident Initiatives Office of Public and Indian Housing U. S. Department of Housing and Urban Development 451 Seventh Street, S. W. Washington, D. C. 20410 RESIDENT MANAGEMENT HOMEOWNERSHIP (202) 708-3611 (202) 708-4233 Cochran Gardens St. Louis, Missouri Vital Statistics: Constructed in 1952; high-rise, 704 units, 3,250 residents; management contract negotiated in 1976 The Cochran Gardens Tenant Management Corporation, born out of a rent strike to protest slum conditions, is a classic example of how a previously untapped source of limitless talent and imagi- nation can bring a community back to life. A wide array of self-help social programs and a succession of bold economic schemes that put people to work changed the attitudes and behavior of a community pushed into near-oblivion by years of managerial neglect and dis- interest. In November 1969, the St. Louis Housing Authority (SHA) com- mitted a final outrage by raising rents at Cochran Gardens. Resi- dents who had been living in an atmosphere that perpetuated violent crime, prostitution, drugs, and other negatives that caused fear, frustration, and resentment, finally rebelled. A year-long rent strike ensued that resulted in the drastic reduction of the housing au- thority's control over Cochran Garden policy and operations. An elected on-site Tenant Affairs Board was created that could appoint two of its members to the SHA Board of Commissioners. These ap- pointees had the power to veto the selection of others on the board if it was felt the individual would not promote the interests of public housing residents. Concurrent with this power gain, during the period from 1969 to 1975, a private, community-based management corporation was administering on-the-job management training to Cochran Gardens residents whose organizational expertise made the rent strike suc- cessful. Residents learned about rent collection, tenant selection, lease and grievance procedures, maintenance and custodial require- ments, and security. At the time a management contract was ne- gotiated in 1976, a resident management team was already in place and ready to function. Cochran Gardens never looked back. It established a five-person board of directors, electable every three years. The board makes policy; provides planning direction; and oversees all management programs, including personnel employment, social services, and ten- ant complaints. Each board member chairs one of five resident man- and agement committees-maintenance, security, social services, recreation, and economic development. 47 Wasting no time in tackling their problems, the resident man- In 1986, the Cochran Gardens TMC was awarded a contract for agers tapped into training programs that were utilized for providing the installation of cable television equipment into the homes of pub- employment opportunities for the community's hard-core unem- lic housing residents citywide. ployed youths. In late 1987, plans were initiated for Cochran TMC to become As trained, skilled workers, young men and women were hired a 50 percent owner of a shopping mall adjacent to the Cochran to renovate the same unoccupied apartments many of them had Gardens complex. It will contain 20 to 25 business establishments broken into and vandalized when they were aimless and without that will include a supermarket, restaurant, dry cleaner, movie thea- direction. After inheriting some 250 vandalized vacant apartments, ter, drugstore, hardware store, and a beauty shop. Cochran TMC, through its efforts with these youngsters, was able Cochran Gardens, in a relatively short period of time, has be- to renovate and rent 150 vacant units within its first year of oper- come a community that generates jobs, businesses, talent, creative ation. ideas, and a solid home-base for residents who have begun to lead Involving the young also resulted in the design and building of productive lives. the Malcolm X Community Center, which sponsors athletic events, talent shows, field trips, and employment-related activities. Its fa- cilities include a gymnasium, boxing facilities, and meeting rooms. A successful day care program is also operated at the facility. Economic development is the primary driving force and the major funding source for program growth at Cochran Gardens. Busi- ness enterprises established by the Cochran Gardens resident man- agers have resulted in 330 new jobs for community residents. In 1978, the city's Community Development Agency provided a block grant for Cochran TMC to develop a comprehensive reha- bilitation and modernization plan. The plan was eventually funded by a $21 million HUD renovation grant, which opened the door to private sector joint ventures in real estate activities. Cochran's first joint venture, with McCormack, Baron and As- sociates, involved the construction of 675 units of low and moderate income housing units. A second project, Cochran Plaza, established 100 new units of low-rise housing. A third project converted an old school building into a 40 unit complex for senior citizens. As part of its welfare reform "back-to-work" package, Cochran has created a janitorial company employing 45 former welfare re- cipients and a catering company that is responsible for providing 650 meals a day to a large number of the city's senior citizens. Another component of the Cochran welfare reform program will be the establishment of a factory to train and employ 300 welfare re- cipients. Cochran TMC is negotiating with the State of Missouri to purchase the factory while Cochran residents will renovate it as part of a women's employment training effort. The Cochran Gardens TMC is also negotiating production contracts with three major na- tional industries. 48 Profile of Carr Square Village Tenant Management Corporation St. Louis, Missouri Carr Square Village was the first public housing development in St. Louis, built in 1942. It is comprised of 658 units of low-rise townhouses. The leadership of Carr Square along with Cochran Gardens in St. Louis served as the initial catalyst for the then unprecedented public housing rent strike in 1969 due to deplorable living conditions at the sites. The rent strike and subsequent tenant organizing activities ultimately resulted in the creation of a tenant management program in March, 1983, which was supported by the Ford Foundation and the housing authority. As a result, Cochran TMC and the housing authority jointly developed new rental and occupancy policies, several new leases, a tenant security program, a Title XX Social Services Program, several T.P.P. and Modernization Programs. Residents have developed rules and regulations that are regularly enforced by the TMC staff and its five member board of directors. Board members are elected by the residents of Carr Square, 16 years and older, in staggered terms every three years. The board of directors are responsible for all contracts pertaining to Carr Square, and maintain opera- tional functions in four areas: maintenance, social services, security and development. The experience of Carr Square TMC suggests that residents will respond affirmatively to self-imposed standards, once the process of developing and enforcing those standards is created by the residents themselves. The quality of life in the development is much improved, and vandalism has substantially decreased along with the rate of serious crimes. Carr Square Tenant Management Corporation has developed and sponsored a variety of social, educational, recreational and employment programs to in- crease the effectiveness of resident management efforts. New programs which have been created include: Mary McElroy Day Care Center, In-Home Service Program (staff trained by St. Louis Comprehensive Health Center), and an on- site recreational room (open from 5:00 p.m. to 9:30 p.m. daily). Through the Carr Square Youth Community Conservation Improvement Project, the TMC received HUD demonstration funding to train 193 youth in carpentry, painting and landscaping. Tenant management experience at Carr Square suggests that the "hard" and "soft" aspects of management and community development must be in- tegrated with social services to effectively upgrade the quality of life within public housing. The housing and community development programs of the TMC represent a significant expansion of TMC organizational development. Carr Square has par- ticipated as a co-developer of 810 units of new low and moderate income hous- ing provision with the Cochran Tenant Management Corporation. MISSOURI ENTERPRISE ZONE PROGRAM MISSOURI Program Status Legislation approved in 1982. Program became operational in 1983. Number of Zones A maximum of 33 zones are authorized. As of July 1988, all 33 zones had been designated. Legislation in 1989 and 1990 authorized 41 zones, 37 of which have been designated and 2 more are pending. This year the legislature may create additional zones. Eligibility Criteria Population: Within an MSA, at least 4,000 but not more than 32,000. Outside an MSA, 1,000 to 20,000. Areas of pervasive poverty, unemployment, and general distress. Meets UDAG criteria. All of the following must be present: 65% of the population below 80% of the median income for the State. Unemployment 50% above the aveerage rate of unemployment for the State. Cooperation from the localities. Incentives for Qualified Businesses Tax Credits: If 30% of the new employees are zone residents or are considered "difficult to employ", tax credits are available for 10% of the first $10,000 in investments, 5% of the next $90,000 and 2% of the remaining qualifying investment. Up to $1,200 in tax credits for each new hire: * For each new job, regardless of the time of year started, $400 in tax credits, For each 3 months the new hire lives in the enterprise zone, $100 in tax credits, and For each 3 months that a "difficult to employ" person works on the job, $100 in tax credits. Up to $400 in training credits for training other than JTPA or state training program. State income tax exemption of 50% for 10 years to be earned by a zone business if 30% of the firm's employees are zone residents or have exhausted their benefits. Unused tax credits will be refunded at a rate of 40% or up to $50,000 for the first year, and 25% or up to $25,000 for the second year. A minimum 50% exemption from local ad valorem property taxes for at least the first 10 years for improvements to real property. This may run for 25 years depending upon the decision of the local government. A tax increment financing law became operational in 1985. A direct loan program for qualifying Missouri businesses became effective in 1983, Infrastructure improvements are required as part of the competitive enterprise zone program. Highlights of Zone Activity significant emphasis is placed on creation of new jobs for residents residing in the Enterprise Zone. Many of the tax incentive programs are geared towards that concept. Data available from 1983 through December 1990$ Jobs created: 11,702 Total investments: $541 million Petter: Contact person: William O. Green Coordinator, Enterprise Zone Program Department of Economic Development P.O. Box 118 Jefferson city, Missouri 65102 (314) 751-6835 State of Missouri John Ashcroft, Governor Department of Economic Development Carl M. Koupal, Jr., Director Economic Development Programs P.O. Box 118 Jefferson City, Missouri 65102 February 23, 1991 Mr. Michael McMahon Director, Enterprise Zone Staff Department of Housing and Urban Development 451 7th Street S.W. Washington, D.C. 20410 Dear Mr. McMahon: I am pleased to respond to your inquiry regarding new development in the Missouri enterprise zone program during the preceding year. Major changes are occurring in the number of zones authorized and designated. I also have an update on the number of jobs created, as well as the amount of investment placed in service since the program became operational. As a result of legislation adopted in 1989 and 1990, the Missouri Department of Economic Development now has legislative authorization to designate a total of 41 enterprise zones, of which 37 have been designated as of this date. Two applications for designation are in the process of being prepared and submitted to the Department. We would anticipate designations in both of these communities within the next 4-6 weeks. Additionally, legislation is pending in the current session of the Missouri General Assembly which, if passed and signed by the Governor, would create additional zones. The session concludes on or about May 15, 1991. Our verified statistics reflect an aggregate of 11,702 new, jobs created since the program's inception in 1983. We also can document the creation of capital investment totalling in excess of $541 million since 1983. The remainder of the information included in the last update is unchanged. Thank you for your interest in the Missouri program. Please let me know if I may be able to provide additional information. Sincerely, William O. Green Enterprise Zone Coordinator WOG/vmk Home Spn-Sun-to FROM THE FRONT LINES From the st. louis front Cochran Gardens Tenant Man- modernization plan, which was later agement Corporation funded by a $21 million renovation lines: Self-help social programs and busi- grant from HUD. ness ventures have reformed atti- These funds opened the door to tudes and united this community. other real estate opportunities, in- Cochran Gardens Tenant Manage- cluding ownership or investment in: "From the Front Lines is a ment Corporation (TMC) is an ex- regular feature of Home Front cellent example of what cooperation, Construction of 675 low- and It highlights efforts of PHAS and hard work, and determination can do moderate-income housing units. resident groups around the for a community. Cochran Plaza, made up of 100 country 10 fight drugs and In 1976, the Cochran Gardens TMC low-rise housing units. Improve the quality of life in was incorporated and assumed man- Conversion of an old school public and assisted housing agement responsibilities from the St. building into a 40-unit complex for this edition features programs Louis Housing Authority. For the senior citizens. in the District of Columbia previous 6 years, residents had St, Louis, Missouri, and honed their management skills by A 25-store shopping mall to be Chicago, Illinois. working with the housing authority built adjacent to the original neigh- and a private management company borhood. in on-the-job training. These and other economic develop- By the time it assumed control, the ment projects aimed at keeping the Who is TMC Board of Directors had set firm community safe and drug-free by goals and was ready to work on its redirecting residents' lives have making a top priorities-ridding the neighbor- created more than 300 jobs, each hood of drugs and drug-related crime filled by a former welfare recipient. difference and creating job opportunities for Current business ventures include: residents. The directors felt these in your goals could be met simultaneously Daycare centers, located within and identified job training opportuni- the community and staffed by 75 ties for the community's unem- residents. community? ployed young people. Most were A catering business that delivers placed in construction trades and nearly 700 meals to senior citizens. began rehabilitating the commu- Do you know someone nity's 250 vacant apartments-the Housing management services whose volunteer activities same apartments they had previously contracting to provide management have made a difference in vandalized. By 1978, the crew had services to Cochran Gardens and his or her public or assisted refurbished 150 of these apartments, other PHA facilities. housing community? If so, and the TMC was able to rent them we would like to hear from out to families. Property development. you so we can recognize Cable TV installation. With this success, the TMC moved their hard work. Please on to other economic development For more information on Cochran send names, along with a options, largely focusing on property Gardens Tenant Management Cor- brief description of what development. In 1978, Cochran Gar- poration, contact Bertha Gilkey, the person has done, to: dens received a Community Devel- Chairperson, Cochran Gardens Ten- opment Block Grant from the St. ant Management Corporation, 1112 HUD Drug Information & Louis Housing Authority to develop North Ninth Street, St. Louis, MO Strategy Clearinghouse, a comprehensive rehabilitation and 63101. P.O. Box 6424, Rockville, MD 20850. at THE NCNE ST. LOUIS TOUR: "GATEWAY TO HOPE" By Robert L. Woodson President, National Center for Neighborhood Enterprise On a Sunday evening three years ago, millions of Americans viewing "60 Minutes" witnessed the miracle of Cochran Gardens in St. Louis. The segment, appropriately titled "Tenant Power," depicted the phoenix-like rise of a public housing project once the equal in squalor and crime of the infamous Pruitt-Igoe development, which stood just 10 blocks away on the city's near North Side before its widely publicized demolition became a national symbol of the crisis in public housing. Cochran was slated for removal from the urban war zone in much the same way. Residents recall that the main building was dubbed "Little "Nam," as gangs roamed freely and terrorized residents; snipers perched on the upper floors fired at pedestrians; drug sales flourished in illegally occupied rooms; and vandalism was so rampant that the authorities even balked at installing a coin laundry. When stop signs around Cochran were removed to protect motorists at the expense of the lives of playing children and other residents of the area, the nightmare of living in a Housing Authority-run property that had become blacker and poorer through the years was laid bare. It was said that even the police avoided the project except with guns drawn in hot pursuit. But while agency officials were getting the dynamite ready, one woman who had lived in Cochran since childhood served notice that she and other concerned tenants were not about to roll over and join Pruitt-Igoe as a public housing statistic. The "miracle worker" at Cochran was Bertha Gilkey, a feisty, flamboyant mother of two. For over a decade, Bertha has headed the Cochran Tenant Management Corp., which earns its substantial yearly management fee from the Housing Authority by consistently maintaining uncompromising standards and the stability of the complex. Her dynamic grassroots leadership was also the catalyst for the $27 million federal rehab grant which handily fulfilled her lifelong dream of transforming the 800-unit complex into "a neighborhood, not a project" for all of its residents, including her own family. 3 But Bertha Gilkey's dream of self-sufficiency for her community does not end there. Plans for tenant purchase of Cochran under special federal legislation are on the drawing board. And Bertha's group promotes economic empowerment by operating successful community-wide enterprises including a catering service, daycare centers, a cable television installation service for low-income neighborhoods, a reverse commute transportation service for workers, and a limited partnership in several private housing complexes nearby. Bertha's innovative Cochran Gardens People's Factory is being developed to provide training and at least 300 jobs in manufacturing, construction and computer work for unemployed residents. A full plate, to be sure, but typical of the response of grassroots leaders to the needs of the community that they know best -- their own. The media exposure given to the Cochran Gardens story on the network telecast was particularly gratifying for those of us at the National Center. In our ongoing efforts to identify and lend technical assistance to local self-help groups pursuing enterprise development, we fought vigorously for the resident management concept in the urban public housing trenches alongside courageous activists including Bertha and Loretta Hall of Carr Square Village in St. Louis and Kimi Gray of Kenilworth-Parkside in Washington, D.C. But the viability of resident management rising out of strong grassroots leadership -- as confirmed initially by the successes in these two cities -- was winning powerful converts even before the "60 Minutes" coup. Among them was Rep. Jack Kemp, then an influential Congressman from New York. When Kemp was later named Secretary of Housing and Urban Development, he brought his sensitivity to the strengths of indigenous leadership in public housing management, ownership and economic empowerment to the Department and to the Administration. As the Secretary acknowledged in his address last March to the National Convention on Resident Management and Urban Homesteading, the desire to control their own destinies exemplified by the efforts of Bertha Gilkey, Loretta Hall, Kimi Gray and Mildred Hailey, among others, "reminds us of what America was meant to be." So it is particularly appropriate that St. Louis -- the base of operation of two of the outstanding public housing activists 4 cited by Secretary Kemp -- has been chosen to inaugurate a three-city national tour sponsored by the National Center to spotlight community-based implementation of President Bush's HOPE (Homeownership and Opportunity for People Everywhere) initiative. It expands upon the comprehensive agency reforms introduced by the Secretary last October. There are few, if any, urban areas which offer more compelling examples of grassroots-led efforts consistent with HOPE's housing and inner city job creation strategy than this heartland city whose majestic arch symbolizes its historic role as the "Gateway to the West." The American tradition of boldly proceeding to new frontiers of independence and self-sufficiency are indeed alive and well today in Cochran Gardens and Carr Square Village. I encourage each of the tour participants to absorb fully the myth-shattering reality of what has been accomplished because it is the cornerstone of a new strategy to combat poverty. At Cochran, for example, the capacity of poor people to move beyond the shackles of social service client dependency to self-management and economic empowerment has been demonstrated impressively. Here is a textbook case of what grassroots people in a disinvested community can achieve if given the opportunity and resources (e.g., incentives, information, capital, and technical assistance) to control their own lives. Cochran is also a classic example of how public and private sector partnerships can be forged successfully. In the past, we believed and acted upon the principle that if the system were changed, people will respond. A greater influx of money became the panacea for all urban ills, including public housing, even when the evidence clearly showed that spending on people whose attitudes are not rehabilitated is of no consequence. As Bertha Gilkey explained to Morley Safer on "60 Minutes," "We changed the thinking of the people," and in the process, kindled in them the belief that they could achieve and take advantage of the available opportunities. Item: American business will continue to require a disciplined workforce if it is to compete successfully in the world economy. Increasingly, workers will be drawn from groups in crisis such as public housing residents. Cochran/HOPE offers a comprehensive solution. In addition to having been cited by an influential national publication as "a showcase of urban ingenuity," Cochran enjoys a distinction shared by few, if any, public 5 housing developments: the presence of market rate housing in the immediate vicinity. A major supermarket chain, too, has displayed its confidence in the stability of the area by opening up a store next to Cochran after others had moved out because of the high crime rate. The NCNE tour will also provide an opportunity for participants to observe firsthand the stark contrast between the legacy of the Public Housing Authority-managed past and the resident-managed future. At Darst Webbe, a decaying high- rise complex in a St. Louis slum, the cumulative effect of decades of poor maintenance and management are dramatically illustrated. It is typical of the PHA's pattern of neglect, which exacts a human toll in the "spiral of decline," where the individual abandons his self-respect and dignity. Neither PHA contractors nor managers are responsive to residents, who become dispirited because their needs are constantly submerged into the priorities of others. But the calculus of the downward spiral is changed when residents are given the opportunity to improve themselves and the quality of their lives. As it turns upward, you get more of what you reward; less of what you punish. Community improvement is thus a response/reward for changed behavior. Like the HOPE initiative, the concepts of homeownership and economic empowerment implemented so successfully at Cochran Gardens and other resident management corporations, including Carr Square Village, were developed from the bottom up, as opposed to the top down. When you plant seeds of HOPE by encouraging low- income people to take the self-help route and provide the resources to mobilize and reward their efforts, the results are bound to be positive. Cochran/HOPE is indeed a microcosm of these exciting possibilities -- a prototype of what can happen when we change our mindsets and approaches to dealing with poor people and maximize the strengths that exist within their own communities. The Bertha Gilkeys, Loretta Halls and Kimi Grays are both the inspiration and keepers of the flame for this national initiative which can and should enhance their groundbreaking work in the empowerment of poor people. Accordingly, NCNE reaffirms its commitment to work closely with Secretary Kemp to carry his message of HOPE to the American public. We will continue to identify and expose potential private sector partners to those grassroots communities which can offer the greatest opportunities for their investment in the future of this country. Welcome to St. Louis -- NCNE's "Gateway to HOPE"! 6 May 3 St. Louis COCHRAN GARDENS Walter Jones Exec. Dir. 761-mit Stanley Williams 531 HOPE pending bef. long. Consulting Peoples Factory Halfway Has. counseling -type Can Square thinking ofterning Danforth Tom Humbert 708-3894 Mary Brunett Protines in form. th labby 1 Mahalia Jackson Many me hod Bethun sofourner Truth MLK h. Frederick nauglass Booker T Wash, Mio Wash Camer Jhose Jackson Brohap Juty Jackie Robinson Jubman manhattan * new Harun Courtyard - March end 31 units Briefing - Cochran Comm. Ctr. Manhattan Courtyard - walk then front ateps planground no. 19/18?1 nuw Haven Countyard - splech 10 th StREET O'FALLON ST. Tubman MANHAHAN New 257 560 HAVEN have walk-thry Place Court speech ST. 9th StREET 1112 n. 9th 1228 ni. Gth . (omm 1400 N.Gm 7 120 6 M9th 1434 ne 9th Ctr. 6483 CARR Street 1311 N. 8th 1121 N.8th 1419 N. 8th CASS AVE 8TH ST. 1112 N 8th BIDDLE 558 O'FALLON 1418 N.Sth 1121 N,7th 1121 N. 7th 1315 N.7th AVE. 7th Street ST. n DICKSOI 145 557 WAGING WAR ON POVERTY HO OF H P E A HOMEOWNERSHIP AND OPPORTUNITY FOR PEOPLE EVERYWHERE URBAN DEVELOPM OPN Public and Indian Housing Homeownership Multifamily Homeownership Single-Family Homeownership Family Self-Sufficiency Preservation of Affordable Housing Elderly Independence Shelter Plus Care for the Homeless PRESIDENT GEORGE BUSH and SECRETARY JACK KEMP WASHINGTON, D.C. 20410 451 SEVENTH ST., S.W. ROOM 4102 DEVELOPMENT AND * U.S. DEPARTMENT OF FAX (202) 619-8478 OFFICE OF RESIDENT INITIATIVES DEPUTY ASSISTANT SECRETARY DAVID L. CAPRARA (202) 619-8201 AND URBAN DEVELOPMENT U.S. DEPARTMENT OF HOUSING HOPE will do what traditional programs have not done: empower low- income families to achieve self-sufficiency and to have a stake in their communities by promoting resident management as well as other forms of homeownership. President George Bush From remarks by the President in Signing Ceremony for National Affordable Housing Act The White House November 28, 1990 This agenda is the most dramatic, far-reaching, incentive-oriented ap- proach to fighting poverty in the last 25 years. It will tear down the walls that come between people and their self respect that prevent people from exercising their talents and reaching their potential. Jack Kemp Secretary of Housing and Urban Development HOPE Homeownership and Opportunity for People Everywhere Table of Contents Introduction 1 HOPE Grants 3 Public and Indian Housing Homeownership 4 Multifamily Homeownership 6 Single Family Homeownership 8 Shelter Plus Care for the Homeless 10 Family Self-Sufficiency 12 Preservation of Affordable Housing 14 Elderly Independence 16 Summary Table 18 Introduction On November 28, 1990, President Bush signed into law a set of new ini- tiatives called HOPE-Homeownershijp and Opportunity for People Everywhere. This program is the first stage of a new and successful war against poverty, deploying the forces of private-sector entrepreneurship and economic incentive to create opportunity, jobs, and affordable hous- ing. Offering seven new initiatives, the HOPE agenda amounts to more than $3.1 billion in total resources over 2 years, including more than $2.5 billion in authorized budget authority and over $630 million in State/local and nonprofit matching funds. Together, these initiatives will dramatically expand homeownership and affordable housing opportunities to help low- income families achieve self-sufficiency. But affordable housing and homeownership must be coupled with jobs and entrepreneurial opportunities to make self-sufficiency a rewarding alterna- tive to dependence. While Congress has passed most of the HOPE hous- ing initiatives, other HOPE programs to expand economic opportunity, jobs, and entrepreneurship were not passed into law. These include: the Administration's Enterprise Zone legislation, which eliminates capital gains taxes in depressed communities; the Housing Opportunity Zones proposal to encourage State and local regulatory relief for affordable housing; Individual Retirement Accounts (IRAs) for first-time homebuy- ers to help finance homeownership; and extension of the Low-Income Housing Tax Credit (LIHTC) to create and rehabilitate affordable housing for low-income families and the working poor. If affordable housing opportunities are combined with powerful entrepreneurial incentives, poverty can be fought with a comprehensive strategy that attacks despair on all fronts and replaces powerlessness with hope and opportunity for a better future. Instead of simply ameliorating the symptoms of poverty, HOPE builds a ladder of opportunity so that poor people will be better able to pull them- selves out of the poverty trap to live a life of dignity, independence, and self-sufficiency. If there is one overriding theme of the HOPE initiatives, it is to empower people to take control of their lives, their homes, and their destinies. 2 Empowerment is a radical departure from the past because it attacks the disincentives at the root of America's poverty problems rather than accept- ing poverty as a long-term and intractable condition. In this respect, it means incentivizing our housing and economic systems so that everyone has the chance to reach as high as their aspirations and abilities will take them. In short, HOPE promises to help Americans overcome the barriers that stand between themselves and their full potential. Empowerment is furthered through HOPE initiatives in two principal ways: Empowering people with the opportunity to manage and own their own homes and apartments The Administration's HOPE homeownership grant programs and the preservation initiative are based on turning renters into homeowners and property managers. Broadening ownership of private property improves maintenance and upkeep of housing, increases pride of ownership, and gives low-income people reasons to save, invest, and plan for the future. Empowering low-income people to live in dignity and independ- ence by offering necessary support services Poverty is not simply a housing problem, it is a multifaceted human problem as well. The Administration's "Shelter Plus Care" program provides the homeless who are seriously mentally ill or substance abusers (over one-half of the homeless population) with the necessary support services to live dignified lives. Family Self-Sufficiency ties vouchers and certificates to comprehensive services-including child care, job training, and transportation-to make shelter a platform for self-sufficiency. HOPE also targets support services to the elderly to help them enjoy independent lives. In short, HOPE ambitiously offers not a Band-aid for poverty, but a beginning effort at a cure. By strengthening the link between effort and reward, by increasing equity stakes in homes and neighborhoods, by expanding job creation and enterprise, the Administration's HOPE pro- grams are opening a path of opportunity out of poverty and beginning to recapture the American dream for millions who have been left behind. Most importantly, President Bush's initiative offers hope-hope for economic opportunity and better housing, hope for a better life for more Americans, hope for the future. 3 HOPE Grants The HOPE grants program is a multifaceted initiative created to increase homeownership for low-income and working poor families. Authorized at $1.0 billion over 1991 and 1992, HOPE grants are provided for: Public and Indian Housing Homeownership ($448 million) Multifamily Homeownership ($331 million) Single Family Homeownership ($231 million) Empowering the poor through resident management and homeownership are two of the Administration's most important housing policy goals. HOPE grants fund new programs to meet these housing goals. The HOPE grants program enables public housing residents to purchase their homes; it capitalizes on existing strengths and abilities of nonprofit organizations and community-based housing development organizations; and it increases the housing resources of the Nation's poor. Grants can be used for public housing; properties financed or owned by Federal, State, or local governments; and distressed properties in the Federal Housing Administration (FHA) portfolio. Recipients are required to match Federal HOPE grant funds with State, local, or private funds. Grants can be used for acquisition, rehabilitation, technical assistance, counseling, and operating and replacement reserves. HOPE grants provide initial and short-term subsidies for the promotion of homeownership and other self-sufficiency opportunities. 4 Public and Indian Housing Homeownership HUD is authorized to provide $448 million in grants over 2 years to fund activities needed to develop and implement a successful homeownership program for public and Indian housing residents. Purpose Homeownership is superior to rental housing in cost effectiveness and in resident satisfaction. Homeownership instills pride, improves neighbor- hoods, enhances independence, and encourages stable and intact families. Many Public Housing Agencies (PHAs), Indian Housing Authorities (IHAs), and resident organizations have been involved in providing homeownership opportunities to public and Indian housing residents through Federal programs, as well as through their own initiatives. Until now, there has been no national program to guarantee all residents of public and Indian housing the right to manage and own their residences. Highlights Assistance is available through national competitions to resident manage- ment corporations, resident councils, cooperative associations, nonprofit organizations, and public agencies (including PHAs and IHAs). This assistance is available for two kinds of grants: 1. Planning and technical assistance grants to assess viability and prepare residents for homeownership. Planning grants are limited to $200,000 per project. 2. Implementation grants for the rehabilitation of developments, as well as for counseling and training, economic development activities, capital reserves, operating expenses and reserves, and transaction costs. Applicants are required to provide $1 for every $4 in Federal HOPE implementation grant funds, except for funding for operating expenses and for planning grants, which do not require matching funds. The match can be provided through: Community Development Block Grants (CDBG) for administrative expenses; taxes; fees or other charges waived for the 5 development; the donation of real property; and in-kind contributions, including sweat equity by the purchasers. Both multifamily and contiguous single-family public and Indian housing units can be acquired. Multifamily developments can be sold as condo- miniums, cooperatives, or other ownership arrangements approved by HUD. Families will not be required to pay more than 30 percent of their adjusted income to purchase a residence. Recipients are required to protect the rights of non-purchasing tenants by allowing them to remain as renters after the development is sold, or by giving them Section 8 certificates or vouchers to move into private hous- ing. Applicants must replace any housing sold on a one-for-one basis. 6 Multifamily Homeownership HUD is authorized to provide $331 million in grants over 2 years to help residents in government-insured or -owned, or FHA distressed multifamily buildings to purchase and maintain their properties. Purpose There is a large stock of existing multifamily housing that has been in- sured by Federal, State, or local governments. In addition, many FHA- insured multifamily properties are in financial or physical distress or have been foreclosed. This available and affordable housing represents another potential homeownership resource. Restoring these properties to good condition offers a major opportunity to extend the benefits of homeownership to low-income families across the country. Owners who have mismanaged their rental properties should be replaced with resident owners committed to their homes and their neighborhoods. Subsidies which had been given to owners will be replaced with subsidies targeted directly to residents, offering them greater control over their housing. Highlights Assistance is available through national competitions to resident manage- ment corporations, resident councils, cooperative associations, nonprofit organizations, and public agencies (including PHAs and IHAs) for two kinds of grants: 1. Planning grants to assess viability and prepare residents for homeownership. Planning grants are limited to $200,000 per project. 2. Implementation grants for acquisition, rehabilitation, technical as- sistance, counseling and training, economic development activi- ties, capital reserves, operating expenses and reserves, and trans- 7 action costs. Implementation grants are limited to the present value of 10 years' worth of Section 8 Existing fair market rents. Applicants are required to provide $1 for every $3 in Federal HOPE im- plementation grant funds, except for funding for operating expenses and for planning grants, which do not require matching funds. The match can be provided through: CDBG for administrative expenses; taxes, fees or other charges waived for the development; the donation of real property; and in-kind contributions, including sweat equity by the purchasers. Multifamily properties that are financed or insured by HUD; owned by HUD, Farmers Home Administration, Resolution Trust Corporation, or a State or local government; or HUD properties in serious physical or financial distress can be purchased under this program. Multifamily projects can be sold as condominiums, cooperatives, or other ownership arrangements approved by HUD. Families will not be required to pay more than 30 percent of their adjusted income to purchase a residence. Recipients are required to protect the rights of non-purchasing tenants after the development is sold by giving them Section 8 certificates or vouchers to use as a subsidy to remain in the development or to move into other private housing. 8 Single Family Homeownership HUD is authorized to provide $231 million in grants over 2 years to promote low-income homeownership in publicly held single-family properties. Purpose Single-family properties owned by Federal, State, or local agencies repre- sent a significant potential resource for homeownership for low-income families. Scattered-site, single-family public and Indian housing units are also suitable for conversion to homeownership. Nonprofit organizations are another vast, untapped resource in many com- munities. They are in an ideal position to develop homeownership pro- grams because of their strong ties to the communities and neighborhoods where low-income families live. Highlights Two kinds of grants are available through national competitions to non- profit organizations or to public agencies (including PHAs and IHAs) in cooperation with nonprofits: 1. Planning grants to assess viability and prepare families for home- ownership. Planning grants are limited to $200,000 per applicant. No planning grants will be funded for Fiscal Year 1991. 2. Implementation grants for acquisition, rehabilitation, counseling and training, and transaction costs. While an applicant may be approved for multiple projects in multiple neighborhoods, it may not receive more than $1 million a year for implementation grants in any one HUD Region. Single-family properties with one to four units owned by HUD, the De- partment of Veterans Affairs, Farmers Home Administration, Resolution Trust Corporation, or a State or local government; or scattered-site, single- family public and Indian housing can be purchased under the program. 9 Applicants are required to provide $1 for every $3 in Federal HOPE im- plementation grant funds. The match can be provided through: CDBG for administrative expenses; taxes, fees or other charges waived for the devel- opment; the donation of real property; and in-kind contributions, including sweat equity by the purchasers. Families must be first-time homebuyers. Families will not be required to pay more than 30 percent of their adjusted income to purchase a residence. 3 8 10 Shelter Plus Care for the Homeless Shelter Plus Care is authorized to provide $382 million over 2 years for a program that combines housing with supportive services for the homeless who are most difficult to serve-primarily those who are seriously men- tally ill and substance abusers. Purpose Ending homelessness is a national priority. In Fiscal Year 1991, HUD McKinney Act homelessness assistance will increase by more than 60 percent. Over half of the homeless are seriously mentally ill or have problems with alcohol or other drugs. McKinney Act programs do not provide the kind of comprehensive approach needed to address the problems of many of these people. The complete answer to getting people off the streets is permanent hous- ing supplemented by the necessary supportive services that will help them to return to the economic mainstream. Highlights Assistance will be made available only to States and cities that demon- strate vigorous outreach to the homeless street population as part of their program plan. The Shelter Plus Care program has three types of housing options: 1. Five-year flexible rental assistance; up to 1 year of this assistance may be used in designated buildings, followed by assistance for the remainder of the term in more independent living situations. 2. Five-year rental assistance in housing owned or leased by non- profits under the Section 202 program. 3. Ten-year housing assistance for the moderate rehabilitation of single-room occupancy dwellings. 11 The creation of three program choices allows recipients to provide a continuum of housing options ranging from transitional to permanent housing, with the emphasis on creating permanent housing arrangements. Recipients are required to match each dollar of Federal housing assistance with a dollar of supportive services. Projects must serve homeless persons with disabilities (primarily persons who are seriously mentally ill; have chronic problems with alcohol, drugs, or both; or have Acquired Immune Deficiency Syndrome or related dis- eases) and their families. HUD must ensure that at least 50 percent of the program's funds are awarded to projects that will serve homeless individu- als with these three disabilities. Services expected to be provided through matching funds include health care, mental health treatment, detoxification, case management, education, job training, and other services essential for independent living. Linking housing with services will mean that the full range of needs for the homeless are addressed in a coordinated and comprehensive way. 12 Family Self-Sufficiency Families eligible for, or participating in, the Section 8 certificate or voucher programs or public housing will be provided an opportunity to achieve self-sufficiency and economic independence. Family Self-Suffi- ciency is a comprehensive program that combines housing assistance with appropriate services such as job training, child care and transportation to help families become self-sufficient and economically independent. Purpose The Family Self-Sufficiency program promotes the development of local strategies to coordinate the use of HUD housing programs with public and private resources. Coordination with the Job Opportunity and Basic Skills training programs and Job Training Partnership Act programs will be especially important in arranging the delivery of services that participating families will need to climb a ladder of opportunity out of poverty and into self-sufficiency. Highlights In Fiscal Years 1991 and 1992 the program is voluntary, though a compe- tition for incentive units will be held to encourage and reward successful Family Self-Sufficiency programs. Twelve thousand Section 8 rental certificates and rental vouchers and up to 1,000 units of public housing development funds will be awarded through this competition. Beginning in Fiscal Year 1993, PHAs must operate Family Self-Suffi- ciency programs. The size of the local program will be determined by the increase in the number of certificates, vouchers, and public housing units made available in the community. Participation in the program by eligible families is voluntary. Each participating family will negotiate a contract of participation with the sponsoring PHA. The contract will spell out the provisions of the local program, the services and resources to be provided to the family, and the 13 responsibilities that the family accepts in entering the program. The contract will also specify the conditions under which the PHA may with- hold or terminate services if the family fails to comply with contract requirements. Local Coordinating Committees, comprised of residents, local community leaders, and government officials, will guide the operation of the Family Self-Sufficiency programs. They are responsible for overseeing develop- ment of an action plan, commitment of resources, and delivery of services. 14 Preservation of Affordable Housing HUD is authorized to provide more than $1 billion in assistance over 2 years to help preserve the stock of Federally assisted housing as affordable rental housing, provide homeownership opportunities for tenants, fairly compensate owners, and protect tenants in the few cases where owners will prepay their mortgages. Purpose Over the next 15 years, owners of nearly 360,000 units of FHA-insured multifamily housing will become eligible to prepay their mortgages, eliminate low-income use restrictions, and convert these properties to market-rate uses. It is essential that low-income families continue to have access to afford- able housing and opportunities for homeownership. At the same time, it is necessary to fairly compensate owners seeking to prepay their mortgages. Highlights Owners eligible to prepay will have three options under this strategy; each option potects current tenants. The owners' options are: 1. Owners may seek financial incentives from HUD in order to re- ceive a fair rate of return on their investment. Owners who re- ceive these incentives must agree to maintain their properties as affordable rental housing for at least 50 more years. 2. Owners may seek to sell their properties, and tenants will have a "right of first refusal" to purchase them for resident homeowner- ship programs. HUD will provide grants to resident councils to acquire and rehabilitate properties as well as to support home- ownership counseling and related activities. If tenants decide not to pursue a resident homeownership pro- gram, nonprofits, public agencies, and for-profit entities will also have a "right" to purchase a property in order to maintain it as affordable rental housing. HUD will provide insured acquisition 15 and rehabilitation loans and other financial incentives in order to maintain properties as affordable housing. For nonprofit and public agency purchasers, HUD can also provide assistance in the form of grants. If owners receive no bona fide offers within specified time peri- ods, they may prepay their mortgages and eliminate the low- income, rental-use restrictions. 3. In limited circumstances, owners may seek to prepay their mort- gages and end affordability restrictions. In order to do this, owners must demonstrate that: current tenants will not be ad- versely affected economically; the supply of vacant, affordable housing in the area will not be affected; the ability of low-income residents to find decent, safe, and sanitary housing near jobs will not be adversely affected; the housing opportunities of minorities will not be adversely affected. Protections for current tenants are dependent upon the option chosen. For projects that will continue as affordable rental housing, lower income tenants will receive Section 8 rental assistance and the rent payments of moderate-income families will not exceed 30 percent of their income. In other situations, i.e., under owner prepayment and for non-purchasing families in a project with a resident homeownership program, lower income tenants will be eligible for Section 8 vouchers and certificates, relocation payments, and/or other forms of assistance. Moderate-income tenants will be eligible for relocation payments and other types of protec- tion. 16 Elderly Independence HOPE for Elderly Independence is a 2-year, $90-million demonstration program to provide service-supported housing for the elderly, enabling them to live more independent and dignified lives. Purpose The elderly, who are the fastest-growing segment of our Nation's popula- tion, are often frail and in need of supportive services to help them stay in their homes and avoid institutionalization. HOPE for Elderly Independence combines housing assistance with the minimum package of services required to help each frail elderly partici- pant remain independent. Highlights Services funding, linked with 5-year Section 8 rental housing vouchers or rental certificates, is authorized over 2 years, to be awarded competitively to PHAs in order to help up to 3,000 elderly persons not currently receiv- ing housing assistance. Services funding of $10 million in 1991 and $10.4 million in 1992 can be used for a wide range of services. Program funds can be used to pay for the employment of a case manager/services coordinator to ensure that the services the elderly receive meet their needs. Services funded under the program may include personal care, case management, transportation, meal services, and other services essential for achieving and maintaining independent living. Housing assistance funding of $34 million in 1991 and $36 million in 1992 will allow frail elderly individuals to choose housing suitable to their needs, including the option to remain in their current homes. HUD services funding covers 40 percent of the total cost of services. Tenants provide 10 percent of the cost, and PHAs are required to provide 50 percent, which they may secure from other Federal, State, local, or 17 private sources. This co-payment encourages the efficient use of compre- hensive services. PHAs are required to use a local volunteer Professional Assessment Committee to identify the eligible elderly and to develop individualized service plans for them. 18 HOPE Initiatives (Dollars in Millions) FEDERAL FUNDING RESOURCES: FY 1991 FY 1992 2-Year Total HOPE Grants $165 $ 865 $1,030 Public and Indian Housing Homeownership 68 38 448 Multifamily Homeownership 51 280 331 Single Family Homeownership 36 195 231 Elderly Independence Services 10 10 20 Replacement/Nonpurchaser Assistance* 42 270 312 Elderly Independence 34 36 70 Shelter Plus Care for the Homeless 133 258 391 Family Self-Sufficiency ** ** ** Preservation of Affordable Housing* 0 718 718 Total Federal Funding Resources: 374 2,147 2,521 MATCHING RESOURCES: HOPE Grants Match 47 195 242 (including Elderly Independence) Match for Shelter Plus Care for the Homeless 133 258 391 TOTAL RESOURCES 554 2,600 3,154 * Authorized in Housing Act; figures represent budget request ** At least 10 percent of incremental Section 8 vouchers and certificates and public housing develop- ment funds must be set aside for Family Self-Sufficiency. t Provided in conjunction with Elderly Independence. Total funding for the program is $90 million. U.S. Department of Housing and Urban Development Office of Policy Development and Research Washington, D.C. 20410-6000 April 1991 HUD-PDR-1246-1