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United States Department of the Treasury: HAF Annual Report 2022

Participant information

Entity Name: Oregon
Type of Recipient: State/DC
UEID: CJUQKQUXSCJ5
TIN: 930952117
DUNS+4: 809580293
FAIN Number: HAF0027
Address: 725 Summer St. NE, Suite B
City: Salem
State: Oregon
Zip: 97301-1266

Report Status: Submitted
Date Submitted: 11/15/2022, 6:04 p.m.
Submitted by: Ryan Vanden Brink, ryan.vandenbrink@hcs.oregon.gov
Certified by: Ryan Vanden Brink

Point of Contact List:
Name
Title
Email
Roles
Beth BrownAssistant Director of Accounting
beth.brown@hcs.oregon.gov
ERA - Account
Administrator; ERA -
Point of Contact for
Submission; ERA -
Point of Contact for
Reporting; ERA -
Authorized
Representative; ERA2
- Point of Contact for
Submission; ERA2 -
Point of Contact for
Reporting; HAF - Point
of Contact for
Submission; HAF -
Point of Contact for
Reporting; HAF -
Authorized
Representative
Joass Lyatuu
Senior Finance Policy Analyst
joass.lyatuu@oregon.gov
CRF - Authorized
Representative; ERA -
Point of Contact for
Reporting; ERA -
Authorized
Representative; ERA2
- Point of Contact for
Reporting; ERA2 -
Authorized
Representative; HAF -
Point of Contact for
Reporting; HAF -
Authorized
Representative; SLFRF - Point of Contact for
Reporting; SLFRF -
Authorized
Representative
Ryan Vanden Brink
Asstistant Director of
Homeowner Assistance
Programs
ryan.vandenbrink@hcs.oregon.gov
HAF - Account
Administrator; HAF -
Point of Contact for
Reporting; HAF -
Authorized
Representative
Nathan MerrillData and Reporting Analystnathan.merrill@hcs.oregon.gov
HAF - Point of Contact
for Reporting
Andrew Dennis
Operations and Policy Analystandrew.dennis@hcs.oregon.gov
HAF - Point of Contact
for Reporting
Rachel Barber
HAF Accountant
rachel.barber@hcs.oregon.gov
HAF - Point of Contact
for Reporting
Mingyu Zhu
Chief Financial Officer
gaby.m.zhu@oregon.gov

Caleb Yant
Deputy Director
caleb.yant@oregon.gov
ERA2 - Authorized
Representative
Carol Wagner
Grants Analyst
carol.wagner@oregon.gov
ERA2 - Authorized
Representative
Heather Kessinger
Point of Contact
heather.kessinger@hcs.oregon.gov
Cassandra Cooper
Point of Contact
cassandra.cooper@hcs.oregon.gov

Community engagement and outreach

  1. Did you continue outreach to communities over the past 23 (Oct. 1, 2022 - Sept. 30, 2023)?
    Yes
  2. Please quantify the total amount of funds spent on outreach.
    $95,898.85
  3. You identified the community-based organizations listed below in your HAF Participant Plan or a previous report. Please indicate whether or not you have performed outreach to these organizations using the checkboxes in the "Outreach performed" column.
    Community-Based Organization
    Type
    Added on This report? Outreach Performed?
    Catholic Charities
    Community
    Organization
    X
    X
    Consulate of Mexico
    Community
    Organization
    X
    X
    Asian Pacific American Network of Oregon
    Community
    Organization
    X
    X
    Bridges
    Community
    Organization
    X
    X
    Condensed public meeting attendance list
    Community
    Organization
    X
    Oregon Housing Alliance 
    Community
    Organization

    X

    Governor's Racial Justice Council
    Community
    Organization
    X
    Oregon Manufactured Housing Advisory Committee
    Community
    Organization
    X
    Farmworker Housing Development Corp
    Provider
    X
    X

    Legal Aid Services of Oregon 
    Provider
    X
    Elemental Law 
    Provider
    X
    Oregon Law Center 
    Provider
    X
    Oregon DOJ, Consumer Protection
    Provider
    X
    17 statewide homeownership centers providing housing counseling
    Provider
    X

Performance goals

Title
Program Design Element
Status
New
Continue
Help reduce serious delinquencies
Mortgage Reinstatement
Goal MetX
Serve a substantial number of at-risk OregoniansMortgage Reinstatement
Goal Met

X
Help prevent foreclosures
Mortgage Payment Assistance
Goal Met

X
See above goals
Mortgage Payment Assistance
On Track

See above goals
Payment Assistance for
Homeowner’s Insurance
On Track

See above goals
Payment Assistance for
Delinquent Property Taxes
On Track

Maintain SDI homeownership
Mortgage Reinstatement 
On Track

X
See above goals
Payment Assistance for HOA fees or liens
On Track

See above goals
Payment Assistance for Down Payment Assistance Loans
On Track

Methods for targeting

  1. Please provide an update on your targeting plan including challenges successes, etc. 
    i. OHCS has targeted outreach using public communications and partnerships with organizations. ii. Leveraging resources from other programs and organizations, OHCS helped create a general foreclosure prevention and counseling campaign involving: a dedicated website; statewide media campaign focused on Spanish speaking, elderly Black, and rural homeowners; channeled referrals through 211. OHCS also completed: press release at the end of Oregon’s foreclosure moratorium; a series of bilingual Facebook Live events; housing fairs and Mexican consulate events; and created infographics explaining judicial and nonjudicial processes and homeowner protections and options.
    iii. OHCS promoted HAF specifically through: agency webpage, announcements, virtual meetings, email communications, and public council meetings; a dedicated HAF website with online application link; funds for local outreach and enrollment clinics through community organizations; housing fairs and Mexican consulate events; organizations supporting wildfire victims; agency meetings with federally recognized Tribes; informational brochures for events; and direct mail campaigns to homeowners in foreclosure as identified by public notices.
    iv. The OHCS HAF application portal is available in English and Spanish, with static Chinese, Russian, and Vietnamese coming soon. Google translate is available for other languages. OHCS grantees providing application assistance and its customer service vendor have bilingual (Spanish) and/or language line options available for limited English proficiency applicants.
    v. Housing counseling: OHCS is funding partners to provide information to homeowners but not to provide foreclosure avoidance or housing counseling services. OHCS had two existing funding pools for this service, which still have funds available for the service.
    vi. Legal services: OHCS granted a consortium of legal organizations to provide homeowner representation, operate a referral service for ineligible homeowners, and train housing counselors and attorneys on foreclosure prevention.
    vii. Challenges: OHCS could better engage the federally recognized Tribes and community partners servicing Chinese, Russian, and Vietnamese populations, and homeowners with disabilities. Despite outreach, only a few partnerships have emerged.
    viii. Successes: Using public notices to direct mail information to homeowners in foreclosure may be our most successful outreach activity for application intake. Sponsored by Oregon Consumer Justice, a coordinated statewide foreclosure prevention media campaign supported by a website, 211 call services, and counseling received significant traffic and response.
    ix. Reference points: 97.5% of homeowners assisted were 100% AMI or below and 35% of homeowners assisted were SDI homeowners.
  2. Is the targeting plan put forth in the HAF Plan achieving the desired results?
    Yes

Best practices and coordination

  1. Have you coordinated with any of these agencies (FHA, VA, USDA, GSEs, state or local agencies that hold mortgage portfolios)? If so, please provide best practices and information on coordination efforts.
    • Yes. OHCS holds a mortgage portfolio. The agency initially intended to operate a pilot program through this portfolio. After consultation, based upon the portfolios of loans and the HAF homeowner needs assessment, OHCS decided to focus its pilot program on homeowners the most at-risk of foreclosure. Based upon this consultation and a review of the workout options available to federally related loan borrowers, OHCS has not coordinated with FHA, VA, USDA, or Fannie or Freddie directly. OHCS is serving borrowers with those loans.
  2. Have you coordinated with servicers? If so, please provide best practices and information on coordination efforts.
    • Yes.
      i. Keeping the lines of communication open and being available and responsive.
      ii. Working in different ways with servicers, whichever way is preferable so we can get to the end goal, whether it's via email, phone or meetings.
      iii. For foreclosures, checking in with servicers about postponements of sale dates. OHCS requests a postponement and servicers (and investors) want to receive status updates for where the file is and when payment can be expected.
      iv. Many servicers share our HAF information with customers so they can apply and servicers sometimes give us a heads-up. They seem to be equally interested in helping their borrowers.
      v. OHCS tries to give servicers notice when an applicant is getting to loan signing (our form of HAF assistance) where OHCS will need an updated Y record to make an accurate payment once loan documents are signed and received.

Certification

Statement
I certify that the information provided is accurate and complete after reasonable inquiry of people, systems, and other information available to the HAF participant. The undersigned acknowledges that any materially false, fictitious, fraudulent statement, or representation (or concealment or omission of a material fact) in this submission may be the subject of criminal prosecution under the False Statements Accountability Act of 1996, as amended, 18 USC 1001, and also may subject me and the HAF participant to civil penalties, damages, and administrative remedies for false claims or otherwise (including under 31 USC 3729 et seq.) The undersigned is an authorized representative of the HAF participant with authority to make the above certifications and representations on behalf of the HAF participant.

  1. Did you earn interest in excess of $500 through the calendar year ending Dec. 31, 2021?
    No
  2. Did you remit the earned interest in excess of $500 as required by 2 CFR 200.305(b)(9)(ii)?