Whitefish Community Housing Committee
Regular MeetingWhitefish, MT · August 28, 2023
Minutes
WHITEFISH COMMUNITY HOUSING COMMITTEE AGENDA
Monday, August 28, 2023, at 4:00 p.m. City Hall – City Council Conference
Room
1. Call to Order
The meeting was called to order at 4:00 p.m. by Ben Davis
Present: Ben Davis, Cameron Blake, Rhonda Fitzgerald, Leanette Galanz,
Daniel Sidder, Carolyn Pittman
Staff: Dana Smith, City Manager; Wendy Compton-Ring, Senior Planner; Luke Sponable,
Housing Planner, Angie Jacobs, City Attorney
Others: none
2. Communications from the public.
a. None
3. Approval of minutes from the July 24 meeting.
Rhonda, Ben, seconded, all in favor - approved.
4. Update on the resort tax re-allocation plan.
Dana – Council approved. The city is neutral and can only provide facts. Housing Whitefish
will take the lead.
Daniel – Friends of Community Housing has been formed with the State of Montana – it is
just for this one ballot issue. Shared poster. Yard signs on the way. Website
friendsofcommunityhousing.com Chamber, Shelter WF, FFRG all helping.
This is the only city ballot issue.
Planned - letters to editor and event presence.
Leanette – how do we talk about – lack of trust by voters?
Daniel – lots of groups coming together – everything is on the website.
5. Review light deed restriction drafts (ownership and rental).
Dana – already some decisions from previous meeting. Big question is who are we serving?
Angie – philosophical questions – who? How do we not exclude people who want to be part
of the community? Do we angle toward workforce housing? (Avon, Co, Summit County,
CO, Big Sky) 32 hours a week or 75% of income from local.) What about disabled or
retired? (could be qualified if had worked in Whitefish). Workforce easier to administer.
Can’t force them to sell? Rentals easier – alternate unit designated by owner/landlord if go
above income limits.
Dana – Annual reporting? (South Lake Tahoe and Big Sky) What if take new job in
Kalispell? At least one person in household must be working for a business in Whitefish?
Need to qualify, but we don’t want to displace.
Leanette – need stability in housing for mental health. Really a tri city area for work.
Angie – rental could be rollover so if one moves to a job in another city next unit goes to
Whitefish worker.
Carolyn – goal to have those working here living here.
Rhonda – Lets pick a philosophy. Housing for the Workforce, then deal with exceptions.
Ben – Genesis of where cane from was to stabilize second home percentage in town 2017 –
targeted goal was 60%.
Rhonda – But the situation has changed.
Cameron – do we decide percentage – 80%
Daniel – could this be used in other situations like Vail Indeed?
Dana – that could include income. This is annexation only.
Dana – Big Sky “good deeds” – giving consideration for deed restriction – we are not.
(utilities)
Angie – as far as percentage goes, we must be cognizant of and walk a fine line vis a vis
State statue and legislature. 2021 took away the right to require income restrictions (price
control) or affordable housing on housing for annexation. The legislature could take away.
Dana – so workforce and 30 hours or 32 hours. 75% of income from business in Whitefish?
Angie – others use voter registration, affidavit, paystub
Do we want to limit – ie has net worth but working 30 hours to meet income restriction.
Maybe keep simple and just use hours.
Daniel – how many annexations?
Mostly to the south
Rhonda – Council decided annexations should be mostly residential.
Angie – only annexations by petition
Daniel – size limit – when does this apply. what if infill and a house or two?
What about programs like Indeed – buy deed restriction to rent to local.
Ben – consultants have felt most of new housing will be through annexation.
Leanette – what about short term rental ban like Bozeman?
Cameron – we already have zoned for short term rentals.
Wendy – explained that we already have areas zoned for short term rentals and illegal
everywhere else. Versus Bozeman and other cities where the entire City allows. It is
permitted to use – short term.
Dana/Angie – Whitefish being sued by landowner on Lake that we can’t limit to zoned. If
they won, would open up short term rentals in every City. Need to see how that plays out.
They are arguing the landlord tenant act applies. It will likely be a three-year process.
Ben – back to annexation.
Dana – do we start at 20% deed restricted similar to Legacy home – Can we use original
program as a template?
Ben - Owner occupancy or local workforce? Local workforce is more restrictive. Different
as workforce percentage needs to be lower or developers won’t build.
Rhonda – community doesn’t want more empty houses.
Carolyn – how to differentiate between say Creekwood and Alta Views.
Ben - may not see an Alta View if limit second homeowners.
Development agreement versus deed restriction.
Angie - DA goes with land. DA is an agreement by developer that goes through council
where commit to general site plan, limiting density, amenities. Similar to deed restriction.
Allows approval to be based upon what will actually be built – goes clear through Council in
public process.
Angie – upcoming proposal – developer proposed.
Could we use this (DA) instead?
Dana – still need some standard/direction - Parcels over one acre? No existing homes on it?
Daniel and Leanette left so no quorum from here forward
Wendy – is this what Bozeman and Missoula require on big annexations?
Angie – they have it as a condition of connecting to City services.
Ben – likes the idea of some percentage owner occupied and some percentage workforce.
Dana – Trail view decided deed restriction at building permit.
Angie – Trailview – preference for 59937 buyer, if can’t fill can go outside.
Ben if we go in this direction? would we need three (standard) documents?
Angie – still need agreements – stock language that can be tweaked. Develop agreement at
annexation, then deed restrictions later with rental different then ownership.
Dana - Angie do a new draft based upon what we have so far for committee to review next
time.
70% owner occupied and then what about workforce housing?
Cameron – if being annexed not zoned? – is that what allows developer agreement? What
about 382?
Dana/Angie 382 – Zoning is spelled out ahead for growth. The council can still deny
annexation, and developments if don’t meet needs of community. No more CUP’s. Decide
ahead what is permitted or not allowed.
Rhonda – community will want more restrictive zoning in place.
Ben – need to establish what we have agreed upon.
Dana - Can’t do more at this meeting. Angie can redraft based upon what we decided last
meeting. Has heard 30 hours for workforce. 70% for primary residents and then 20% for
workforce. Specific units or?
Angie – doesn’t like identifying – more fluid if flexible. If owner occupancy –? 3 years but
then can lease to qualifying resident. Look to Eagle county.
Cameron – how does work in market – second home allowed more $?
Rental restrictions on owned rented as rental units?
Year lease required? How to shut down short term rentals.
Ben – this is complicated – how to establish direction. Should we go to Council first for
direction.
Angie - work session with council to get input before getting too far.
Dana – need to give the council a recommendation. This is an appointed committee so
should have a recommendation and then the council can say if on track.
Ben – Owner occupancy – 70% - that has been direction. Workforce – look at what is
needed. Establish correct percentage – small number like 10%.
Wendy – Legacy 20% but originally was 10%.
Discussion on what to bring to Council.
Dana – needs to be a recommendation.
Ben – one pager with bullet points and definitions.
Dana thinks that workforce can be part of owner occupied – ie 20% (workforce) of 70%
(owner occupied)
Cameron – how detailed? Bedrooms versus units.
Dana – management will be through admin policy especially for rentals. Units will be in
developer agreement – 1 BR, 2BR.
Ben – next step staff draft bullet points.
Dana – she and Angie will draft.
Carolyn - What if no renters/buyers.
Ben – after a period of time - goes to open market. Should be in key bullet points. Also,
should the statement of purpose.
6. Other items not on the agenda. (no quorum)
7. Next committee meeting. Monday, September 25th at 4:00 p.m.
8. Adjourned at 5:25
Agenda
WHITEFISH COMMUNITY
HOUSING COMMITTEE AGENDA
Monday, August 28, 2023, at 4:00 p.m.
City Hall – City Council Conference Room
1. Call to order.
2. Communications from the public.
3. Approval of minutes from the July 24th meeting.
4. Update on the resort tax re-allocation plan and marketing discussion.
5. Review light deed restriction drafts with Angie (ownership and rental).
6. Other items not on the agenda.
7. Next committee meeting.
a. Monday, September 25th at 4:00 p.m.
8. Adjourn.
Committee Documents:
Click here to access the Whitefish Community Housing Roadmap
Click here to access the 2022 Whitefish Area Community Housing Needs Assessment
Click here to access the Workforce Housing Needs Assessment
Click here to access the 2017 Whitefish Strategic Housing Plan
WHITEFISH COMMUNITY HOUSING COMMITTEE
MINUTES
Monday, July 24, 2023, at 4:00 p.m.
City Hall – City Council Conference Room
1. Call to Order
The meeting was called to order at 4:00 p.m. by Ben Davis
Present: Ben Davis, Cameron Blake, Rhonda Fitzpatrick, Dwarne Hawkins
Carolyn Pitman, Daniel Sidder,
Staff: Dana Smith, City Manager; Wendy Compton-Ring, Senior Planner; Luke Sponable,
Housing Planner
Others: none
2. Communications from the public.
a. None
3. Approval of minutes from the June 26th and July 6th meeting.
Carolyn moved, Daniel seconded, all in favor - approved
4. Update on the resort tax re-allocation plan.
Dana - Council directed staff to proceed.
Have a draft of resolution and notice.
Public hearing August 7th. Resolution adopting plan and then resolution adopting ballot
language.
Dana – Met with Shelter WF who is promoting flat rate relief to explain how calculate and
what mils are. 5% must be property tax relief by law. 20% is open as to distributions.
Dana - Questions around how would do just residents – who? Owner’s relief would go down.
Way to do it but lots of work to figure out. City is only about .25 of overall tax bill.
Cameron – if rental owners don’t receive benefit – might raise rents.
Carolyn – property owners pay more then renters as pay for schools and more.
Daniel – meeting with Chamber, WHA, Shelter WF to figure out mechanism – PAC? More
than $250 or two people is a PAC. Will also independently push talking points.
Letters to Editor, media, getting a plan together.
Dana – City staff, councilors can’t say how to vote (can outside of City time, property), no
City logo, no financial contributions.
Dana - Depot home groundbreaking in October – will show process.
Daniel - Rental assistance plan will be announced soon.
5. Review light deed restriction drafts (ownership and rental).
Dana - In packet is in reference to Annexation, larger developments, deed restricted for
primary homeowners. Annexations are at will of council. “Light” deed restriction as can’t
require pricing, only residency per state law.
We reviewed drafts and written in comments. Will review again with Angie present at our
next meeting.
Ben – one of goals of housing plan is preserve ratio of primary to secondary homeowners.
Dana Other ways to use deed restrictions – ADU & deed restriction like Legacy homes
(optional). ADU deed restrictions null on void Jan 1. With new bill 382, PUD’s go away.
Daniel – no income?
Dana – correct – State law says can’t use price or income – hence light.
Ben, Could we use in zoning? Question - Deed restriction upon annexation, could be 100% or
could be 80% How do you decide. Would need to re execute upon subdivision.
Daniel – other cities? Impact?
Wendy – yes to other cities – came from consultants.
Dana - Missoula annexes based upon developer agreement.
Cameron – will it limit units developers are willing to build – costs? More commercial?
Rhonda - Tired of just building for people who don’t live here.
Wendy – unintended consequence - would it push housing to county?
Dana – Hwy 93 south – high cost to extend – City may have to do it. Big Sky – utility
expansion limited connections to 100 market rate, rest affordable.
Discussion - resort tax money could be used for utilities for annexed property.
Full time resident is 10 months.
Defs - Workforce is part of community housing.
Discussed how to enforce, workforce vs residency requirements. Exceptions for
disability, retiree
One person or two.
Community housing – defines as lives and work in Whitefish in Road Map.
Discussion – live in community, work in community, committed to community? Who are we
helping. What if changes.
Dana – reminded that can’t have income requirements per state law.
Review document – see Angie’s comments on what we need to address.
Dana – 2.2 can rent if hardship – ie have to go to Mayo clinic for year for kid with cancer.
Would need to rent to “qualified” renter.
Carolyn – say I really want to live here and buy house – how do we control if someone
decides they don’t want to live here and rent out.
Dana - Would have to sell to qualified buyer.
Carolyn – if workforce live here and work here.
What if transferred short term?
Dana – clarified sell for market sales price – no restriction on appreciation amount – just
qualified buyer.
Ben – keep it simple – take out maintenance as no limit on appreciation.
Discussed transfer fee – consensus to keep affordable – don’t add costs. Needs to be a fee to
cover costs – currently reads as Housing Authority decides. The Housing Authority should
decide what they need to cover their costs. Or could have City pay from housing money.
Ben –How do we enforce deed restriction?
Discussion on rentals – need to stay in line with landlord tenant law. Number of months?
Dana addressed rental agreement – some of language different from sale. Definitions similar
sale versus rental units. Developers may not know upon annexation if they will be building
rentals or for sale housing – but would need to execute deed restriction upon final plat.
Simple developer agreement - if develop housing - 80%.
Ben – we are removing a property right to use property as second home.
Wendy – could there be a fee that could exempt from the 80%? Is there an amount? (if it went
to housing?)
Rhonda – let’s find out how Colorado – Summit does enforcement.
Dana – Roadmap – talks about asset requirement with workforce (exception for ADA)
Luke – Breckenridge – 80% deed restriction/workforce on annexation.
Dana – rental agreement – WHA would qualify tenants to meet deed restrictions.
Dana –Will ask Angie questions we came up with today. Will connect Luke with consultants
from before who had examples.
Carolyn – where does this fit into units needed that are below market? Need 75% of 1300 new
units below market rate. What category does this fit into?
Ben - separate goal was 80-20 primary and secondary residence. This fits that.
Dana – Below market rate will require a subsidy.
6. Other items not on the agenda.
a. Dana – with Luke here this fall will get all groups together who worked on Roadmap and
they can show what has been done. Daniel’s rental assistance program ready to launch soon.
It will request funds from the City as well as others.
b. Cameron – Jerry Dunker brought up cost of impact fees – had to pay up front. Paying later
could reduce costs.
Dana - He brought it to City Council but will require ordinance change Hard to collect impact
fee. Looking at mechanism. impact fees are dictated by State Law. Updating impact fees –
work session August 21.
Ben – tie to occupancy – C of O. Would at least be paid later.
c. Cameron – any update on STR enforcement. Meeting in August. Looks like the
business license will stay the same. In budget. If goes to litigation would lose funding and
would need another funding source.
Rhonda – now looks like 700 nightly units.
7. Next committee meeting. Monday, August 28th at 4:00 p.m.
8. Adjourn at 5:55.
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