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Correspondence1 Correspondence Youth Baseball 2001 flyer. Letter to Raymond E. Piirainen dated January 16, 2001. Chanhassen Fire Department Fire/Rescue call sheet dated January 1 - 7, 2000. Chanhassen Fire Department Fire/Rescue call sheet dated January 8 - 14, 2000. Letter from Rachel & David Igel dated January 17, 2001. LMC Friday Fax dated January 12, 2001. Letter to "Dear Resident" dated January 11,2001. Letter from Southwest Corridor Transportation Coalition dated January 11, 2001. Memo to Mayor and City Council dated January 16, 2001. CCSC Newsletter dated January/FebruaD, 2001. Resolution Amending Procedures for Filling Commission Vacancies. Letter from Carver County Assessor's Office dated January 5, 2001. Attention Chanhassen Businesses flyer. Letter from Campbell Knutson dated January 15,2001. Memo from Campbell Knutson dated January 15, 2001. Resume for Patrick Mackey received January 17, 2001. District 112 Baseball Association MISSION: The main goal of the District 112 Baseball Association is to provide our youth with the opportunities to learn the fundamentals of baseball in an environment of teamwork and competition, but more importantly to have fun! The newly reorganized District 112 Baseball Association, consisting of Carver Baseball Association, Chanhassen Athletic Association (CAA), Chaska Youth Baseball Association (CYBA), and the Victoria Athletic Association (VAA), have teamed together to give all of youth baseball players the opportunity to Play together, (On traveling teams) and against each other, (In a combined In-House League.) The various team opportunities exist for our youth baseball players. .. 1. Ages 8-12 In-House (Consisting of one League fi.om all four Associations). 2. Metro Traveling teams, ages 10-15 (Consisting of players fi'om all of District 112, playing in a league with other area metro traveling teams). 3. Prairie League, ages 13-18 (In-House teams playing against other In- House teams from Eden Prairie). 4. Minnesota Valley League, ages 13-15 (Teams from Victoria and Carver, playing against local town teams). **Look for complete registration packet for all youth baseball playing opportunities in early February. NOTE: Ages eight and under look for your registration forms through your local Youth Community Association. CITYOF CH H SE 0 CiP./CenterDfive, ?Oaox 147 Chanhassen, Minnesota 55317 Phone 612.937.1900 General £~v 612_.937. 5739 5ngineering £~v 612.937.9152 ),blic Safe~7 £~ 612.934.2524 Web www. ci. chanhassen, mn. us Januao' 16, 2001 Mr. Raymond E. Piirainen Director of Real Estate Fairview Health Services 2450 Riverside Avenue Minneapolis, MN 55454-1395 Dear Ray: Thank you for your letter dated January.' 12, 2001. It was mv understanding that after the meeting of last week that the March 12th meeting is at this point the target date for your presentation before the Council. Beyond that, there is no application or other more formal process to get an item on the agenda. Simply, you should have whatever documentation you wish to have distributed to the City Council to my office by the close of business on Monday, March 5th. You should be sure to provide 15 copies of your documentation so that we have enough to distribute to all interested parties. Should you have any questions between noxv and then, please feel free to contact my office directly. Sincerely, o c er City Manager SAB:k C' Mayor & City Council Todd Gerhardt, Assistant City Manager Kate Aanenson, Community Development Director g: xuse r'~scott b\fai rview I .doc ::= FAI RVIE~ Fairview Health Services January 12, 2001 2450 Riverside Avenue Minn~al:¢li$, MN 55454.139~ Tel £12-672-6300 Scott Botcher,. City Manager City of Chanhassen 690 City Center Drive Chanhassen, Minnesota 55317 952-937-1900 (fax 952-937-5739) Re~ Fairview purchase and development of medical campus SE corner of Highway 7 and 41 Chanhassen Dear Scott: Thank you for the meeting Wednesday, January 10. Per your suggestion, we look forward to presenting information to the Chanhassen City Council on tentatively either February 26 or March 12 regarding our requested PUD amendment. As we discussed at the meeting, I will contact you to ensure that Fairview follows the appropriate proced~e in arranging and preparing for the presentation. Very truly yours, Raymond E. Piirainen Director of Real Estate rpi~rai 1 @.fairview.0rg 612-672-6963 (fax 612-672-7124) cc: Steve Borgstrom Robin Gaustad Fred Ricl~ter, Steiner Development TF3TC~I I~ CHANHASSEN FIRE DEPARTMENT FIRE/RESCUE WEEK OF JANUARY 1 - JANUARY 7, 2001 mon Mon Mon Tues Thurs Thurs Thurs Thurs Thurs Thurs Thurs Fri Fri Fri Fri Fri Sat Sat Sat Sun · Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan 9:15 AM 12:22 PM 3:34 PM 11:57 AM 2:02 AM 2:09 AM 5:47 AM 3:08 PM 5:42 PM 6:13 PM 6:37 PM 7:05 AM 10:46 AM 2:49 PM 9:55 PM 10:18 PM 11:07 AM 12:00 PM 8:58 PM 9:38 AM Mohawk Drive Hunter Drive Minnetonka Fire Dept West 78th Street Deerbrook Drive Santa Vera Drive Bluff Creek Drive Pontiac Lane Bluff Creek Drive West 78th Street Chan View Highway 101 & Twilight Tr Lodgepole Point Lake Riley Boulevard Pleasant Park Drive Highway 5 & Market Blvd Utica Lane Ibis Court Coneflower Curve Hickory Road Medical - trouble breathing Medical - head injury from a fall Mutual aid- stand by Medical - seizures Medical - person unconscious Medical - chest pains Medical - trouble breathing Medical - severe abdominal pain Medical - possible seizures Medical - person fell Medical - trouble breathing Car accident - cancelled, no injuries Car fire - out upon arrival Medical - trouble breathing Medical Medical Medical Medical Medical Medical - trouble breathing - unresponsive male - um'esponsive male - person fell - chest pains - assist with lifting patient CHANHASSEN FIRE DEPARTMENT FIRE/RESCUE WEEK OF JANUARY 8 - JANUARY 14, 2001 mon Mon Mon Tues Weds Weds Weds Thurs Thurs Thurs Thurs Thurs Fri Fri Sat Sat Sun Sun Sun Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan 8 8 8 9 10 10 10 11 11 11 11 11 12 12 13 13 14 14 14 7:43 AM 4:05 PM 5:31 PM 3:24 PM 8:40 AM 12:25 PM 6:13 PM 5:49 AM 1:03 PM 1:11 PM 3'13 PM 9:03 PM 5:18 AM 6:53 PM 8:28 AM 2:42 PM 12:43 AM 11:49 AM 9~ :~ PM City Center drive Chaska Fire Dept Stratton Court Dove Court Arboretum Blvd Park Drive Ponderosa Drive Frontier Trail Century Boulevard Audubon Road Audubon Road Autumn Ridge Avenue Highv,,ay 101 & Lyman Blvd Mission Hills Way West Highway 5 & Dell Road Chanhassen Road Sandy Hook Drive Chan View Marshland Trail Fire alarm - false alarm, no fire Mutual aid - house fire Fire alarm - false alarm, no fire Medical - chest pains Medical - un ~known problem, cancelled Fire alarm - false alarm, no fire Medlcal - possible seizures Medical - head injury from a fall Medical - unknown problem Medical - chest pains Medical - pregnancy complications Medical - severe nose bleed Car accident with injuries Medical - possible heart attack Car fire, false alarm Medical - possible heart attack Medical - person fell Medical - trouble breathing Medical - trouble breathing FROM IGEL FAX NO. : 612401136~ F~b. 17 ~001 lI~:46RM P2 RACHEL & DAVID IGEL January 17, 20l) 1 VIA FAC.,q. IM[LE AND M~IL Ms. Kp_te Aanenson, Planning Director Mr. Robert Generous, Sen/or Phnner Ci~ of Chanhassen Ciw Hall P.O. Box 147 Cl~anhassen, MN 55317 Re: Application for David and Rachel Igel 7303 l,,q_redo Drive Chanhassen, MN Dear Ms..Aanenson and Mr. Generous: T[zis wil_l con~xm that we have ¢.sked to be removed from tim Cit,/Cou~dl race,ag schedule for Janu,~zy 2001, We have derided to axxmit a full mcmbership of thc City Courmil before presen~g our application for subdivision. RaChel A. Igel cc: Bruce Ms21-:crson (via facsimile) 6195 STRAWBILRRY LANI:.- .qHORI-'.WOOD, MN - .-15331 FMC)NE: 951.'}01,3377 - F/xX: 952.401o1362 Jan 12 2001 lg:l?:~ ~ia Fax 937 5?39 fid~inistrqtOr ., A weekly legislative update from the League of Minnesota Cities P~§e 001 gf 002 ~Z'Page ed~\°~ N umber 2 January 12, 2001 House Ways and Means hears note of economic caution On Friday, the House Ways and Means Committee heard testimony from State Economist Tom Stinson about the recently-released state economic update. In that report, state revenue collections for November were below forecast estimates. Given recent concerns about the slowing national economy, legislators were interested in the report and whether the economic update is a predictor of a slowing state economy. In late November, the governor and the Legislature were presented with another forecast with a multi- billion state budget surplus. At that time, Finance Commissioner Para Wheelock stopped short of warning legislators and the media that the state's economic forecast firm was relying on some of the most optimis- tic projections of economic growth. Ultimately, the question for legisla- tors and the governor is whether the projected $3 billion state budget surplus for the upcoming 30 months will be revised downward in the February forecast. In two weeks, the governor will unveil his budget and tax reform recommendations. It is widely believed that his entire package, including tax cuts and rebates, will be based on what may now be optimistic November forecast figures. Although the figures in the economic update appear to add concern to the forecast, S-'tinson stressed that he does not want to make long-term predictions based on monthly state revenue receipts. He urging legisla- tots to wait for the official February forecast. Bill Introductions Beer keg Identification H.F. 58, a bipartisan effort to implement requirements for beer keg identification, was introduced by Representatives Mary Jo McGuire (DFL-Faloon Heights), Connie Bemardy (DFLoFridley), Steve Dehler (R-St. Joseph), and Matt Entenza (DFL-St. Paul) and was referred to the Commerce Committee. The proposed legisla- tion would require off-sale retailers to engrave or attach the prescribed identification to any beer kegs sold. Retailer~, would also be required to record information at the time of sale, including the purchaser's name, address, and driver's license or social security number, the date and time of purchase, and the keg identification number. The bill makes it a violation for a person required to record keg identification information to knowingly enter materially false information in the book or register. The legislation also includes an additional deposit requirement refundable subject to the keg's return with the identifica- tion intact. Curbing use of TIF Two bills were introduced in the Senate yesterday to significantly limit the use of tax increment financing (TIF). S.F. 65, introduced by Sen. John Marty (DFL-Roseville), would prohibit the certification of new and modification of existing TIF districts after May 31, 2001. The bill would also repeal the tax abatement law and restrict the other business subsidies. S.F. 73, introduced by Sen. Ann Rest (DFL- New Hope) and supported by the Metropolitan Inter-County Associa- tion, would prohibit the modification of TIF plans after April 30, 2001, and limit the use of increments from districts for which the request for certification was made prior to May 1, 1990. After April 30, 2001, increments may be spent on activities authorized in the TIF plan only if one of the following occurs by April 30, 2002: (1) payment is made to a third party; (2) bonds are issued and sold to a third party; (3) binding contracts with a third party are entered; or (4) costs are paid and the revenues are spent to reimburse a party for payment of those costs. Any remaining TIF revenues could only be spent to pay certain outstanding bonds and contractual obligations and credit enhanced bonds and then the district must be decertified. Mayors address affordable housing crisis Mayors from cities as diverse as New Hope, Plymouth, Rosemount Minneapolis, Ramsay, and Woodbury appeared before the Senate Jobs, Housing & Community Development Committee Friday morning to tell lawmakers cities are ready to take the lead in address- lng the challenge of providing housing affordable to working families and those on fixed incomes. They called on the Legislature to look at the problem as one of the most complex social, economic, and moral problems the state faces, and urged major investment in resources for housing production and the development of incentives to involve the business community. For more information on ciO, legislative issues, contact any member of the League of Minnesota Cities Intergovernmental Relations team, (651) 281~1200 or (800) 925-1122 Jan 1Z ZHH1 lB:IH:29 ~/ia Fax ,-RIDA Y'-AX JA~U~Y 12, 2001 -- PA~ 2 -> &lZ 937 5799 administrator Page 002 Of 002 The mayors also said the Legisla- ture cannot expect and must not insist that cities rely solely on the local property tax to spur housing solutions. Minneapolis Mayor Sharon Sayles- Belton and Lakeville Mayor Duane Zaun headed up a mayors' task force on affordable housing for the Metropolitan Council. A total of 16 mayors convened last spring to determine what changes are needed to achieve housing goals and to develop recommendations to achieve those aims. Mayors at today's hearing included Mayor Sayles-Belton, New Hope Mayor Peter Enck, Plymouth Mayor Joy -Herney, Ramsey Mayor Tom Gamec, Rosemount Mayor Cathy Busho, and Woodbury Mayor William Hargiss. The task force also issued these recom men dation s: · Make local officials "ambassa- dors'' for affordable housing and ensure that such housing is provided just as jobs, schools and parks are provided; · Revise state law to make it easier for cities to rezone land and eliminate supermajority requirements for zoning; · Encourage cities to review, waive, or change local develop- ment practices and policies that add to the cost of housing; · Endorse the Housing Minnesota Campaign created by the Minne- sota Housing Partnership (the League has already done so.); · Back cities that ensure local planning and zoning enables development or redevelopment of affordable housing; · Encourage cities to develop strategies for building affordable housing and to work together to raise the visibility and support for affordable housing locally; · Encourage businesses, churches, and other faith-based organizations to become more actively involved in supporting development and management of such housing and in reaching out to residents to address concerns. Upcoming committee hearings Next week, Senate and House committees will continue to hold general departmental overviews in order to educate new members. Hearings of interest include: · House Regulated Industries Committee to hear about energy issues from Dept. of Commerce. Jan. 17--12:30 p.m. 107 Cap~tel · House Local & Metropolitan Gov't. Committee will hold informational hearing to learn about different local government organizations, including the League. Jan. 17--12.'30 p.m. 200 State Office Building · Joint House Crime Prevention/ Judiciary Finance meeting to discuss Criminal Justice Informa- tion Policy Group and CriMNet. Jan. 18--10:15 a.m. Basernent t~earing room/ State ONce Building Leg is I ativ o n fe re n ce February 1, 2001 Sheraton Midway Hotel, St. Paul City officials get the big story on the Big Plan and more City life under"W'; reflections of veteran Capitol reporter are highlights of conference Registration fee: $70 for Howto register: Registeronline anytime at Questions? Call Jodie Tooley (651) 281-1251 members; 520 foryouth, www,lmnc.org (online registrations will be billed), or Cathy Dovidio (6.51) 281-1250. CIT¥OF CHANHAS EN 690 GO' Ce, te;' Drive. PO Box I47 C/.,,u;hassen, ?[i;mesota 55317 ?/,o,e 612.93 ~ Ge,e~l L~.x' ~12. 932 5;;39 3;gi,(e;i,g ~.v d12.~37.9152 ?,b/iv 5,.~, ~.v ~h. January 12,2001 Dear Resident' The Plmming Staff of the City of Chanhassen would like to invite you to an informal open house to discuss inconsistencies between the adopted 2020 Land Use Plan and the zoning of property in your area. The purpose of this open house is to discuss potential development options in your neighborhood, to answer questions regarding the comprehensive plan and city zoning ordinances, and discuss issues of concern to area residents. The Open House will be held on Tuesday, January 23, 2001, fi'om 6'00 to 8:00 p.m. at the Chanhassen Recreation Center at 2310 Coulter Boulevard. If 3'oct have any questions.or need additional information, please contact Bob Generous at 952-937-1900. extension 141. Sincerely. Robert Generous, AICP Senior Planner SOUTHWEST CORRDOR TRANSPORTATION COALITION 470 Pillsbury Center Minneapolis, MN 55402 (612) 33%9300 (612) 337-9310 (Facsimile) January 11, 2001 Gene Dietz Director of Public Works City of Eden Prairie 8080 Mitchell Road Eden Prairie, MN 55344 Scott Botcher City Manager City of Chanhassen 690 City Center Drive Chanhassen MN 55317-0147 Dave Pokomey City Administrator City of Chaska 1 City Hall Plaza Chaska, MN 55318 Re' Annual Contribution to Southwest Corridor Transportation Coalition for 2001 Dear Gentlemen: I was asked to summarize the activities of the Coalition with respect to transportation improvements in your cities. I anticipate them to include the following: Monitor and support Minnesota Department of Transportation construction activities in the widening of T.H. 5 from Powers Boulevard to T.H. 41; o Monitor and support MnDOT construction of T.H. 312 (new T.H. 212) improvements between Prairie Center Drive and Hennepin County Rd. 4 (Eden Prairie Road); o Monitor and support MnDOT right-of-way acquisition for T.H. 312 between Hennepin County Road 4 and Carver County Road 147; , AdvoCate the earliest possible construction of T.H. 312 between Hennepin County Rd. 4 and Carver County Road 147 before Congress, the legislature, the Metropolitan Council and other applicable jurisdictions in whatever way practicable; RJL-191848vl LN400-51 January 11, 2001 Page 2 o Advocate and support the official mapping of the widening of T.H. 212 between Carver County Road 147 and Norwood; . Monitor and support environmental review and planning for improvements to T.H. 212 west of Norwood. Thank you for the past support of each of your cities and, hopefully, your continued support and involvement. Please let me know if you have any further questions. Very truly~ Robert J. President RJL:peb Enclosure cc' Fred Corrigan Todd Vlatkovich RJL-191848vl LN400-51 CITYOF 90 GO' Ce,ter Drive, PO Box 147 C/_,a,hasse,, Mim~esota 55317 P/Jo,e 612.937.1900 Ge,era/Fax 612. 937. 5739 E,gi,eM,g ~.x' 612.93Z9152 Public S~'O, ~.x' 612. 93~.2524 MEMORANDUM To: Mayor City Council From: Lori Haak, Water Resources Coordinator Date: January 16, 2001 Re: Recent News Regarding Wetland Protection An article appeared in the January 10 issue of the Minneapolis Star Tribune that outlined a United States Supreme Court decision regarding wetlands in Wisconsin. Since this ruling has been in the news, staff believes it is prudent to provide the Council with a smrunary of the issue and its implications for Minnesota and/or the City. The case centers on the proposed construction of a landfill in a wetland. The ruling by the Supreme Court will allow landfill construction and may threaten the protection of 70 to 80 percent of Wisconsin's wetlands. This brief memo is intended to highlight the differences between wetland regulations in Wisconsin and Minnesota and to explain why Minnesota's wetlands are not threatened by this Supreme Court ruling. The mechanism for wetland protection varies 'from state to state, h~ Wisconsin, applications for wetland impact enter the state's wetland protection framework only when the Army Corps of Engineers (through the Clean Water Act) has jurisdiction over the wetland. Thus, in cases where the Corps of Engineers has no xvetland decision-making authority, the state has no decision-making authority. In contrast, Mirmesota's wetland law (The Wetland Conservation Act, Minnesota Rule 8420) is parallel to, but independent of, Corps jurisdiction. Minnesota's requirements are more stringent than Corps requirements in some cases. The State of Minnesota (through the use of Local Government Units like the City) requires permits in many instances where Corps permits are not necessary. Because federal attd state jurisdictions over wetland protection are independent itt Minnesota, the recent United States Supreme Court ruling does not alter Minnesota's ability to protect wetlands. ATTACHMENT 1. January 10, 2001 Star Tribune Article Published Wednesday. January 1 O, 2001 Ruling seen eliminating protection for 4 million acres MILWAUKEE (AP) -- A U.S. Supreme Court decision limiting the scope of the Clean Water Act could wipe out protection for more than 4 million acres of Wisconsin wetlands, a state official says. The court ruled 5-4 Tuesday that the law should not prevent suburban Chicago localities from building a landfill atop seasonal ponds used by migrating birds. The court upheld the claim of the Solid Waste Agency of Northern Cook County that the Army Corps of Engineers lacked jurisdiction, since the area involved did not connect with any interstate waterway. In Wisconsin, a state law that gives the Department of Natural Resources the ability to protect wetlands relies entirely on authority given to the corps by the Clean Water Act, said Franc Fennessey, executive assistant to DNR Secretary George Meyer. The state law allows the DNR to sign off on the corps' decisions on permits to fill or otherwise destroy wetlands. "If the corps has no jurisdiction, then we have no jurisdiction, "Fennessey said Tuesday. "Initial estimates indicate that 70 to 80 percent of the state' s 5.3 million acres of wetlands that were protected yesterday are no longer protected today." Even if the corps maintains jurisdiction over larger wetlands, he said, "some of the state's most sensitive wetlands could be left completely without protection because of their size and nature." Fennessey said DNR officials would work with Gov. Ton~ny G. Thompson and Lt. Gov. Scott McCallum "to take the steps necessary to protect those wetlands now unprotected." State Rep. Spencer Black, D-Madison, who led the fight for the 1991 measure giving the DNR authority over wetlands, said he would fight to" restore the regulatory scheme at the state level." However, Charlie Luthin, executive director of the Wisconsin Wetlands Association, said it might be difficult to pass such legislation. "Every trend we've seen since 1995 is that the DNR has been losing authority rather than gaining it through legislation," he said. A group of Chicago suburbs is now free to build the landfill, and the ruling means that a variety of other construction projects may proceed without federal approval. "This is a big case," said Donald Gallo, a Milwaukee attorney who handles environmental issues for real estate developers and other corporate clients. Gallo said the decision appeared to strip the DNR' s ability to regulate wetlands that aren't tied to navigable streams or rivers, making it easier to develop those properties. "They would not have as much control over those (isolated) wetlands," Gallo said. Gallo noted that isolated wetlands are often found in communities such as Oak Creek and Fran -klin, where farmland is being developed into new homes, offices, business parks and stores. Alan Wentz, group manager of conservation programs of Ducks Unlimited, said the habitat restored by his organization would not be affected. Ducks Unlimited, with 750, 000 members, is credited with restoring 10 million acres of waterfowl habitat, including wetlands across North America. "The areas we've worked on are not at risk because we make sure that we have direct protection agreements either with the agency or with the private landowner on whose land we work," Wentz said. Copyright 2001 Associated Press. All rights reserved. 2hah / Chaska Soccer Club ¢ eason' s 3reetings from he CCSC Board 7e hope yo.u & yours had a xfe and happy holiday/ / Joe Scott, CCSC President rhanks to all of you who were able ~to attend our annual meeting on November 14, 2000. It was, by far, the biggest crowd we've ever en. We also had a record number of ~,mbers nominated for the elected and pointed positions. I hope that the trend .~tinues in the future - this is your club. Our 2001 Board Members (* indicates mw Board Member): Joe Scott - President Adrienne Can-ica* - President-Elect 3reg Blaufuss - Past President 2arol Donen - Secretary Rick Carlson* - Treasurer Sue Skulborstad - Director-at-Large & Risk Manager Ibm Nilsson* - Director-at-Large terry Leiendecker - Director of 2oaching & Player Development 3racy Godwin - Girl's District Rep 3eth Loughran* - Boy's District Rep ~'arol Brenton* - Referee Coordinator ~arry Doran - Field Coordinator en Mohs* - Equipment Coordinator '~heryl Hissong* - Uniform Coordinator ;cott Simonson* - In-House ;oordinator en Jaeger* - Registrar 'our Board will have its annual retreat anuary where we will finish the calen- for the 2001 and 2002 spring & sum- 'seasons. Plans will be made for major rovements in the Recreational vain (Coach, Assistant Coach and rer Clinics); a Member Service Survey, ou can tell us how we're doing; and a '-range strategy for a year-round Field :ts Facility to be built within School rict 112. See "Board" on page 2 New ne_cs Ck as'_(a , .. ~ -- ,.~ .¢2 ~ ,~, ,kgg .xw,- :--' :- · '- -. : ...... -- ~~ X~:' ~ ~'~.:.~* ..... : ~.--.;..,-~ ...................................  : .~ ,:. ~ '-:% .~:~:~¢: ~ ~.:¢'"~.. :~:: . ..'-' ~ ~&~.~¢.,~ '~' , ~ ~ ......... .~; ~-. >:~:f - . < ?: .>. } ........ ;,.-.' ~ ~. ~.J iZ~'~-~:L'':'? ,( ;..-::'; *:.' ~;f~':?:~:?'~ ~-. ::? ;'?.:' 'tX }x ,:- t{ '-;~~.:-, :' ' ~ :" ' -;.c' ;",.' ':'"-': : --~X' The Chaska High School Girl~ Varsity team du~led Breck High ~chool this past fall at the Chaska ~i~lo School Stadium, ~ame sitos will change for the 2001 Season. This summer you will see construction going on throughout the Chaska Community. In collaboration with the City of Chaska and School District 112 there will be upgrades and new construc- tion of multi-purpose fields that will be available for soccer and other sports. Here is a brief summary of what you may see during the next two years begin- ning Spring 2001: Chaska High School · Soccer field turf improvements · New visitor bleachers · 250 parking spaces on the west side of the school - Molnau property · Multipurpose field developed on the west side of school - Molnau property Chaska Middle School Campus · New soccer stadium lights · New ADA compliant bleachers/press box · Expansion of the current stadium and practice field(s) · Development of multipurpose fields in front of the CMSW · Development of multipurpose fields behind the CMSE New Elementary School · Two full-size multipurpose fields to be completed September 2002 Many thanks to the City of Chaska, School District 112 and Task Force mem- bers who have worked to improve and develop new fields for the athletes in our community! L TT P, FROM THE DIRECTOR OF COACHINO&. PLAYER DEVELOPMENT Players Needed 1-2 Players U-10 White Boys Born 8-1-90 to 7-31-91 ' 5 Players U-il C2 Boys Born 8-1-89 to 7-31-90 By Terry Leiendecker By now everyone should have received their Summer 2001 Traveling Team Placements. This year's process of com- municating team placement has been dif- ferent than previous years. Everyone should have received a personal contact from Registrar Jen Jaeger or myself. A key benefit from this approach is the valuable feedback from all of you. All of your comments, both positive and nega- tive, have been recorded and passed along to the appropriate parties. Forming teams three months earlier than previous years allows the opportuni- ty for more proactive planning by the CCSC Board as well as aiding coaching and player development process, better preseason planning and early tournament selections. Team rosters are expected to be mailed in the beginning of February. Additionally, with this earlier team placement we have the opportunity to fill vacant roster spots. Please reference the "Players Needed" box for more informa- tion on the available current vacant ros- ter spots n~eded by some teams. The Winter 2001 clinics are also start- ing up at the Eden Prairie Dome and at Bluff Creek Elementary for CCSC play- ers. If you cannot attend these sessions but wish to seek additional training I strongly recommend the "Coerver Coaching School of Soccer". They have two sessions remaining that begin mid- February at the Plymouth Field House and the Holy Angels Star Dome in tLichfield. The cost is $125 for 6 - 1 1/2 3-4 Players U-13 C3 Boys : Born 8-1-87 to 7-31-88 i 1 Player U-14 C1 Boys : Born 8-1-86 to 7-31-87 : 4 Players U-9 White Girls Born 8-1-91 to 7-31-92 : 3 Players U-13 C3 Girls Born 8-1-87 to 7-31-88 If you know of someone that is new to the 'area or did not get a chance to register this past fall, please encourage them to call the CCSC Hotline at 493-0118, box 3 for more information. hour sessions. Family and team dis- counts are offered. For further informa- tion call 952-915-9009 or visit w~v. espsoccertraining.com. Please join me in welcoming Scott Simonson as the newly appointed In- House Coordinator. With the team selec- tion process completed early and having Scott now in place, I truly believe that coaching and player development will have a greater impact on the CCSC Recreational Program. I am very excited with the prospects of working with Scott who brings several years of coaching knowledge and skill to the program. BoYs DISTRICT SELECT Five members of CCSC's U12B team born in 1988 participated in the IvI~SA District Select program. The District Select and Olympic Develop Program (ODP) provided four weeks of advanced training to self-selected participants based upon their calendar year birth date. The District Select program culminated in a state-wide festival at Coon Rapids on October 13th and 14th. MYSA selected 36-40 boys and 36-40 girls out of over 150 l~articipants (in each gender) to continue advanced training throughout the winter and attend a regional soccer camp in Iowa in summer 2001. Members of the CCSC 1988 year group participating in this year's MYSA District Select included Thomas Buller, Derek Chamberlain, Josh Dingel, James Famelis and Calvin Mai. CCSC players with birth dates 1989 and earlier are encouraged to consider participating in District Select and ODP in 2001. Ask your coach or team manager for additional information. - Submitted by Jim Dingel EQUIPMENT RECALL The new Equipment Coordinator, Jen Mohs, is asking all traveling soccer coach- . es and/or managers (Boys & Girls) to return their Fall 2000 equipment to her as soon as possible. She is attempting to make a complete inventory to prepare for the upcoming Summer 2001 season. Your cooperation is greatly appreciated. You may contact Jen at 952-368-7475 or drop off equipment at 1116 Falls Curve, Chaska. - den Mohs, Equipment Coordinator UNIFORM UPDATE All traveling teams will purchase new uniforms this year. The Uniform Committee has met several times and has reviewed factors such as cost, material weight, design, wicking ability, and appro- priateness for both the boys and girls teams. Recommendations will be going to the Board for a vote at the January meet- ing. More information to follow after the January board meeting. - Cheryl Hissong, Uniform Coordinator "Board" continued from page This is an exciting time for the game of soccer, which is now the number one youth participation sport in Minnesota. I'm con- fident that our strategy will benefit all members of the CCSC now and in the future. Thanks for )'our support! COACHES By Terry Leiendecker The following excerpts are taken from "Soccer - How to Play the Game," which I believe serve as fundamental reminders of some of the most basic overlooked coaching concepts for ages 9-14: · The 9 to 14 age range represents the most influential period in forming a fun- damental base and love of the game · Training sessions should continue to be fun, yet at the same time keeping it con- sistently challenging and competitive · Playing to win games becomes increas- ingly important but should not be at the expense of "playing well" · Avoid having your players '%oot" the ball long and far in the hopes that one of your fast for~vards can win a foot race for a break away · Always playing the ball up and for~vard regardless of whether it's appropriate or not does not develop players even if effec- tive at lower age levels - it's proven not to be effective at the higher levels for those fast only forwards don't develop skills and the strong legged defenders don't develop touch · How teams play the game, especially at younger ages, is more important than winning, however, the better the team play, success usually follows - "playing well" includes defensive and attacking principles where team shape and team flow are evident · In early teen years the strength and weakness of individuals will begin gravi- tating them to certain positions - it is a big mistake to pigeonhole individuals into specific roles and positions · The more well-rounded their skills are developed the better the team will become as the team matures · All levels of players that are defenders must be able to attack and attackers must be able to defend - the best way to teach your star forward to defend is to play them in the back - encourage players to become two-footed · Don't place left footed players on the left side of the field - this might be good for a short term fix but it will thwart the long term development of these players for you;' team CORNER By Scott Sirnonson, In-House Coordinator Welcome to the "Rec Corner," a new col- ~umn in the CCSC newsletter! According to Ian Barker and John Curtis of MYSA (Minnesota Youth Soccer Association), "Player Development" and "5~outh Soccer" are two terms that should concern us the most and pose the awareness for the need to improve small- sided games in our youth programs so the players have: · more practical space to be successful, · the number of"touches" with the ball, · and the ability to make more decisions on the field. As the newly appointed In-House Coordinator, I plan to aid in the develop- ment of youth soccer skills in CCSC pro- grams through the implementation of pre- planned practice sessions following questions: Can we meet the challenge of improv- ~i:~ ..... ing player development and player enjoyment in youth soccer? And can we help coaches, par- ents and fans _0 gram. improve their ~~ ......... _mjoyment and hake the best use )f our available ~) ~ -esources? ' Through my own coaching ievelopment/education and oast experiences, both Barker md Curtis have raised my and by hosting coaches and player clinics. At the same time I will help to educate the new volunteer coaches entering the pro- If you or someone you know is interested in con- tributing to the CCSC Recreational Program or would like more informa- tion on volunteering as a coach, please email me at ssimonsonCa~expresspoint.com or leave a message on the CCSC Hotline 493-0118, box 3. CHAN / CHASKA C CER Club RO. Box 735 Chanhassen, MN 55317 Todd Hoffman 690 City Center Drive Chanhassen, tXCq 55317 CCSC CALENDAR OF EVENTS DATE January 6 January 7 January 9 January 13 January 22 February 1-9 February 6 Februrary 9-10 February 10 February 15 February 18 February 24 February 26 March 1 March 15 May May 5-13 May 14 EVENT TIME PLACE - Winter 2001 (U11-U15+) Clinics Begin Winter 2001 (U9/10) Clinics Begin CCSC Board Meeting Mini Walk-In 2001 Rec Registration Kick-Off Traveling Coaches Meeting 12-4 pm 1-3:30 7 pm 9-11 am 8 pm Summer 2001 Rec Registrations Distributed to area schools CCSC Board Meeting MYSA "C" License Prep MYSA Goalkeeping Level Diploma March/April Newsletter Submission Due Mini Walk-In 2001 Rec Registration Fair TBA MYSA Winter Symposium Traveling Coaches Meeting 7 pm Summer 2001 Traveling Balances Due Summer 2001 Rec Registrations Due Summer 2001 Rec League Begins USSF National "C" License Coaching School Summer 2001 Traveling League Begins 7 pm 6-9 pm/9-7pm 9 am - 4 pm Eden Prairie Dome Bluff Creek Elementary Chan Rec Center Chaska Community Center Chan Rec Center TBA Augsburg College Augsburg College Chan Rec Center TBA Blaine National Sports Center CHAN / CHASKA SOCCER CLUB RISK MANAGEMENT PROGRAM The purpose of the program is to protect and provide a safe and healthy environment for the players participating lin CCSC's in-house soccer leagues and traveling soccer programs. ~BACKGROUND The United States Youth Soccer Association (USYSA) approved the KidSafe Program in August 1994 to protect :hildren from sexual, physical, mental and emotional abuse. Part of this progrhm, the USYSA charged each state ~rganization with the responsibility of developing a written program outlining safety guidelines and procedures. In response to this USYSA requirement, the Minnesota Youth Soccer Association (MYSA) has instituted a Risk  anagement Program. As an affiliate member of the MYSA, CCSC is required by the MYSA to have its own risk anagement program and to comply with the requirements of the 1W~'SA Risk Management Program. ?lease read the following MWSA Player /Adult Protection Guidelines. CCSC Traveling parents ~vill be asked to ~ign a form acknowledging that they have received a copy of the guidelines before their son/daughter participates in the league. The Summer 2001 Rec Registration form will also require a signature acknowledging that they have ~lso received a copy of the guidelines. These guidelines will eventually be posted and available to download on the 2CSC website at ~w~v. eteamz.com/ChanChaska. CHAN / CHASKA SOCCER CLUB (CCSC) and MINNESOTA YOUTH SOCCER ASSOCIATION (MYSA) PLAYER / ADULT PROTECTION GUIDELINES )EFINITIONS ~or the purposes of this document, we define ADULT as those persons in their roles as coach, assistant coach, bard member, team manager or volunteer who works with, for or around PLAYERS. This would include anyone Ider than the age group they are interacting with; for example, a 15-year old assistant coach of an U-11 team ;ould be considered an ADULT for the purposes of these Guidelines. ILAYER defines all persons who are members of or play on a soccer team. This definition includes those players iho participate at the U-19 level, even though they may be of legal age. In the example of the 15-year old assis- int coach; if s/he is also a rostered participant on a U-16 or higher team, that person is also subject to the guide- nes applicable to a PLAYER. ~UIDELINES !~ese guidelines recognize that the lines of authority and separation between adults and players must be recog- ~zed and respected. Generally, players are children and as such, deserve special protection. These guidelines pro- '.de that protection while setting levels of acceptable conduct for adults. Physical Contact ho ADULTS must be aware that any physical contact with PLAYERS can be misinterpreted. Physical contact should be limited to that necessary and appropriate to teach a skill, treat an injury, or console or congratulate a player. In the instance of teaching a skill, minimal contact should be involved and none which places the ADULT in a position of power and/or intimidation; for example, II. III. IV. B. taking a PLAYER by the shoulders and physically moving them to another field or body position. Sexual contact of any kind or type is prohibited between ADULTS and PLAYERS, whether or not contact is consensual. The exemption to this guideline would be in the event of player/coach spouses or legally-declared domestic partners. Social Contact A. B. C. Do ADULTS should not socialize or spend time alone with PLAYERS except at games, practices, or team functions. An ADULT in a one-on-one situation with a PLAYER is general inappropriate. ADULTS should avoid instances such as driving alone with a non-family PLAYER. However, in the event that a PLAYER remains on a field waiting for transportation, the ADULT may wait with the PLAYER on the field to guarantee the PLAYER'S safety and well-being. (ADULTS should stress with their PLAYERS' parents the responsibility for safe and tir~ely transportation to and from the field.) During out-of-town tournaments, a non-parent/custodian ADULT shall not share any sleeping arrangements with a PLAYER or PLAYERS. ADULTS should respect the privacy of PLAYERS. If shower or changing room facilities are available, schedules should be arranged so that ADULTS and PLAYERS have separate use. If using a changing room, ADULTS should provide privacy for PLAYERS to make necessary preparations before entering for pre/post-game discussions. In addition, ADULTS should not allow others to enter except by the expressed wish of the PLAYERS still present. Health and Well-Being A, B. D. ADULTS share the responsibility for the PLAYERS' health while at practices, scrimmages, and games. ADULTS should have PLAYERS' release forms and medical kits with them at all times. ADULTS are also responsible for seeing that the field conditions are safe for the PLASTERS and that the field equipment is in good; safe condition prior to the start of any activity. Head injuries resulting in disorientation should result in a PLA'k~ER remaining out of the game. ADULTS transporting players must model safe driving techniques and enforce seat belt use with PLAhq~]RS and other vehicle occupants. ADULTS need to be aware of signs of neglect and abuse (physical, emotional, or sexual) of the PLA5q~]RS. Obsem'ations should be reported to the local law enforcement agencst Language A, S. C. Offensive and vulgar language by ADULTS or PLAh~RS is unacceptable. ADULTS should model good communication skills. Language that is denigrating in nature, content or tone or refers to one's gender, race, national origin, disability, sexual orientation or religion is unacceptable. Inappropriate language targeting officials, opponents, or spectators may be grounds for PLAYER penalties or ADULTS' removal from the game andJor the premises. Violations I. B. Violations of these guidelines by ADULTS or PLAYERS will subject them to disciplinary actions, including but not limited to, warnings, sanctions, suspensions or release by the Chan-Chaska Soccer Club or IX, fY'SA. Appropriate legal authorities may be called upon based on the nature of the violation. Anyone witnessing a violation of these guidelines should report the violation to the Risk Manager Coordinator of the Chan-Chaska Soccer Club (Sue Skulborstad) and to the office of the State Risk ManagerArice resident of Administration, lXCY'SA. CITY OF CHANHASSEN CARVER AND HENNEPIN COUNTIES, MINNESOTA DATE: RESOLUTION NO: MOTION BY: SECONDED BY: A RESOLUTION AMENDING PROCEDURES FOR FILLING COMMISSION VACANCIES WHEREAS, on January 9, 1995, the Chanhassen City Council adopted Resolution 95-10 establishing Procedures for Filling Commission Vacancies. NOW, THEREFORE, BE IT RESOLVED that the procedures for filling Commission appointments be amended as follows: That an advertisement armouncing the Commission vacancies be place in the official newspaper twice after the first of the year. 2. The terms for the Commissions will become effective April 1st. Conmfissions shall interview all new applicants for vacancies. Folloxving the inte~wiew process, the Commission shall recommend to the City Council their selection(s) for the vacancy(ies) plus m'o additional candidates, if available. , Incumbents xvho are reapplying for their position do not need to be interviewed by the Conm~ission members and should not be involved in the interviews and selection of their competitors. They do need to be interviewed by the City Council. Passed and adopted by the Chanhassen City Council this day of ,2000. ATTEST: Scott A. Botcher, City Manager Linda Jansen, Mayor YES NO ABSENT Office of County Assessor Angle Johnson Carver County Government Center Administration Building 600 East Fourth Street ~ Chaska, Minnesota 55318-2158 CARVER Phone' (952) 361-1960 COUNTY Fax: (952) 361-1959 January 5,2001 Boards of Townships/Cities Of Carver County Re: Boards of Review 2001 Enclosed is the proposed list of scheduled meetings for the 2001 Boards of Review. This year we have scheduled a majority of the local board of review meetings 1 hour prior to your regular scheduled meeting with the intention of eliminating an e:tra meeting date for the boards. If there is a conflict, please let me know and we will try to work out an alternative. Time is short, they have to be finalized by February 15, 2001. If we can move any other meetings into the 8 a.m. to 4:30 p.m. time frame, let's do it! Any and all of your property owners could do as v,,ell with a letter if they cannot make the meetings. If you receive any inquiries, encourage them to call us at the office. Any appeal made to this office, is presented to you at your own BOR. The County Board of Review is tentatively scheduled for June 18, beginning at 9 a.m. To appear at the county meeting, property owners must first appear at the local BOR. Sincerely, / 5' e'~''~ '5.' ,>- 9' :' - . ~ ,_~.~ ,-",. -, c' Angela Johnson, SAMA County Assessor A~Jt'matiw Actiot'dEqual ORporttmiO' Employer TENTATIVE BOARD OF REVIEW SCHEDULE FOR 2001 3 Tuesday 10:00 a.m. Holly~vood Township 7:00 p.m. Hancock Township 4 Wednesday 7:00 p.m. Mayer City 5 Thursday 7:00 p.m. Watertown Township 6 Friday 9:30 a.m. Chaska Township 9 Monday 6:00 p.m. Nonvood Young/unerica City 7:00 p.m. Waconia Townsttip 10 Tuesday 7:00 p.m. Benton Township 12 Thursday 6:30 p.m. San Francisco Township 7:00 p.m. Young America Township 16 Monday 6:00 p.m. Cologne City 6:30 p.m. Ca~.'er City 18 Wednesday 7:00 p.m. New Germany 23 Monday '7:00 p.m. Chanhassen City BOR '7:00 p.m. Laketown Township 24 Tuesday 6:30 p.m. Hamburg City 26 Thursday 5:30 p.m. Victoria City MAY 7 Monday 6:30 p.m. Waconia City 7:00 p.m. CtLaska City BOR 14 Monday 7:00 p.m. 6:30 p.m. Chmthassen Continued Meeting Dahlgren Township 15 Tuesday 6:00 p.m. Watertown City 7:00 p.m. Camden Tm~nstfip 21 Monday 7100 p.m. Chaska City Continued Meeting Monday, June 18, 2001 9:00 a.m. CounB' Board of Equalization Office of Risk/Emergency Management Carver County Government Center Administration Building 600 East Fourth Street ~ Chaska, Minnesota 55318-2158 CARVER Phone (952) 361-1528 COUNTY Fax (952) 361-I536 Date: January 4, 2001 To: From: Re: Cities in Carver County Townships in Carver County School Districts in Carver County Carver County Emergency Management Contacts Carver County Board of Commissioners (via e-mail) Carver County Administration (via e-mail) Carver County Department Heads (via e-mail) Scott Gerber, Risk/Emergency Management Dire~r_~-// Recovery from a Disaster Course Attached is a notice of a very important course-"Long Term Recovery from Disaster". The best time to learn about the principles of disaster recovery is before it occurs. Professionals in the field of emergency management have designed this course to help share the lessons learned in responding and recovering from various Minnesota disasters. So who should attend? City Manager or County Administrator, Public Information Officer, Planning department representatives, Attorneys, Business community representatives, Public Safety representatives, Primary community groups, Social Services representatives, School District representative, Public Works representatives, Utilities representatives, Finance representative, Housing Industry representatives, Clergy/Interfaith Group representatives, Economic Development representatives, Community Action Agency representatives Housing and Redevelopment Authority representatives, Building Inspectors, University of MN Extension educator's, and others who fill key roles in the local community. Recovery from disaster is always the responsibility of the local unit of governmeng This is true even when the event is large enough to warrant assistance from the state or federal governmen~ Although natural disasters cannot be avoided, the reaction to them could be lessened with proper planning. At the conclusion of this workshop, participants will have a better understanding of the importance of pre-planning for long-term recovery from disaster, and leave with usable information for putting a plan into place. Remember: long-term recovery is more complex and expansive than response and involves totally different expertise. Please make copies of this letter attd notice attd pass this on to all elected attd appointed officials bt your _entity and private industrp/bushtess partners itt your community. If you have additional questions, concerns, or needs, please contact my office at 952-361-1528. Thank you in advance for your efforts in the continuous improvement in our emergency management programming in Carver County. Affirmative Actio~t/Equal Opportunio, Employer Attention Chanhassen Businesses Receive Chanhassen crime activity updates and prevention information via e-mail, at no cost. The Chanhassen Crime Information Nem'ork is a pilot project serving citizens who work or live in Chanhassen. Alerts and updates will pertain to criminal activity occun'ing in Chanhassen, or that of surrounding communities, if applicable to Chanhassen. The program objectives are to promote communiU~ awareness and assist with law enforcement efforts. The Chanhassen Crime Information Network is a free community service program, provided by the City of Chanhassen Crime Prevention Division and the Carver County Sheriff's Office. For questions or comments, contact Beth Hoiseth at 952-937-1900, ext. 155. Projected Start D~im. .L,~lt~,'~' 3/, 200/ Join by returning this form to: City of Chanhassen Crime Prevention Division 690 City Center Drive Chanhassen, MN 55317 or fax to: 952-934-2524 Business Name: E-mail Address: (business or home) Applicant Name: Business Address: Business Phone Number: Thomas J. Campbell Roger N. Knutson Thomas M. Scott Elliott B. Knetsch Joel J. Jamnik CAMPBELL KNUTSON Professional Association Attorneys at Law (651) 452-5000 Fax (651) 452-5550 Direct Dial: (651) 234-6215 E-mail Address: rknutson~_~ck-law, com January 15, 2001 Andrea McDowell Poehler Matthew K. Brokl* John F. Kelly Matthew J. Foil Marguerite M. McCarron Gina M. Brandt *A~o ~cemed in Ms. Kate Aanenson City of Chanhassen 690 City Center Drive, Box 147 Chanhassen, MN 55317 RE: 60-DAY RULE Dear Kate' Enclosed is a recent decision on the "60-Day Rule." .The decision holds that you can't print on an application form that you will be taking an additional sixty days. The extension notice must be given after the application is filed. The City that lost the case is asking the Minnesota Supreme Court to review it. Regards, RNK:srn Enclosure  LL KNUTSON~/~ . al Association Roger N~ CC' Scott Botcher Sharmin Al-Jarl Bob Generous Suite317 · EagandaleO£ficeCenter · 1380 Corporate Center Curve ° Eagan, MN55121 C1-00-786 STATE OF MINNESOTA IN COURT OF APPEALS C1-00-786 Page 1 of 8 American Tower, L.P., a Delaware limited partnership, Respondent, APT Minneapolis, Inc., a Delaware corporation, Plaintiff, VS. City of Grant, Appellant. Filed December 26, 2000 Affirmed Willis, Judge Dissenting, Crippen, Judge Washington County District Court File No. C900109 Gary A. Van Cleve, Mark D. Christopherson, Larkin, Hoffrnan, Daly & Lindgren, Ltd., 1500 Norwest Financial Center, 7900 Xerxes Avenue South, Bloomington, MN 55431 (for respondent) James M. Strommen, Karen R. Cole, Kennedy & Graven, Chtd., 470 Pillsbury Center, 200 South Sixth Street, Minneapolis, MN 55402 (for appellant) Considered and decided by Willis, Presiding Judge, Crippen, Judge, and Peterson, Judge. SYLLABUS 1. Minn. Stat. § 15.99, subd. 2 (1998), which requires municipalities to approve or deny applications relating to zoning within 60 days, is not preempted by the Telecommunications Act's "reasonable- period-of-time" provision. 2. A 60-day extension to act under Minn. Stat. § 15.99, subd. 3(f) (1998), is ineffective when a municipality grants itself the extension before receiving the application to which the extension purportedly applies. C1-00-786 Page 2 of 8 OPINION WILLIS, Judge (Hon. Thomas G. Armstrong, District Court Judge) The City of Grant appeals from the district court's order granting summary judgment in favor of American Tower. We affirm. FACTS On August 31, 1999, American Tower, a company that constructs telecommunications towers, submitted an application to the City of Grant for a conditional-use permit (CUP) to build a tower in Grant. Approximately one month later, the city's planning commission approved the application and forwarded it to the city council. At its October 1999 meeting, the city council tabled consideration of American Tower's application. On November 2, 1999, American Tower informed the city that it considered the application approved because the city had not made a decision within 60 days, as required by Minn. Stat. § 15.99, subd. 2 (1998). On the same day, after being told of American Tower's position, the city council convened to discuss American Tower's application. American Tower's notification notwithstanding, the city moved forward with its review and denied the application in December 1999. Minn. Stat. § 15.99, subd. 3 (1998), permits municipalities to extend unilaterally the statutory 60-day deadline for municipal action for up to an additional 60 days by notifying applicants of an intention to do so. The city maintains that the application materials sent to American Tower contained such a notice. After filing a complaint and a petition for a writ of mandamus, American Tower moved for summary judgment. The district court granted the motion, reasoning that (a) the Telecommunications Act did not preempt state law and (b) the city did not abide by the requirements of Minn. Stat. § 15.99. This appeal followed. ISSUES I. Did the district court err in concluding that Minn. Stat. § 15.99, subd. 2 (1998), is not preempted by the Telecommunications Act? II. Did the city give effective notice to American Tower of a 60-day extension under Minn. Stat. § 15.99, subd. 3 (1998)? ANALYSIS On appeal from summary judgment, a reviewing court considers whether there are any genuine issues of material fact and whether the district court erred in its application of the law. State by Cooperv. French, 460 N.W.2d 2, 4 (Minn. 1990). No genuine issue of material fact exists '"[w]here the record taken as a whole could not lead a rational trier of fact to find for the nonmoving party.'" DLH, Inc. v. Russ, 566 N.W.2d 60, 69 (Minn. 1997) (quoting Matsushita Elec. Indus. Co. v. Zenith Radio Corp., 475 U.S. 574, 587, 106 S. Ct. 1348, 1356 (1986)). The party resisting summary judgment must do more than rest on mere averments. Id. at 71. Appellate courts view the evidence in the light most favorable to the party against whom summary judgment was granted. Fabio v. Bellomo, 504 N.W.2d C1-00-786 Page 3 of 8 758, 761 (Minn. 1993). Ie The city argues that Minn. Stat. § 15.99, subd. 2 (1998), conflicts with the Telecommunications Act and is therefore preempted. Minn. Stat. § 15.99, subd. 2, provides that a [municipality] must approve or deny within 60 days a written.request relating to zoning * · *. Failure * * * to deny a request within 60 days is approval of the request. If[a municipality] denies the request, it must state in writing the reasons for the denial at the time that it denies the request. A municipality may extend this 60-day deadline for up to an additional 60 days if it provides written notice of the extension to the applicant, stating the reasons for the extension and its anticipated length. Minn. Stat. § 15.99, subd. 3(f) (1998). The Telecommunications Act also contains a timeliness requirement: A state or local government or instrumentality thereof shall act on any request for authorization to place, construct, or modify personal wireless service facilities within a reasonable period of time after the request is dulyfiled with such government or instrumentality, taking into account the nature and scope of such request. 47 U.S.C. § 332(c)(7)(B)(ii) (emphasis added). The Telecommunications Act is intended to create a national policy framework to accelerate the deployment of telecommunications technology. Virginia Metronet, Inc. v. £oard of Sut>ervisors, 984 F. Supp. 966, 970 (E.D. Va. 1998). It does so, in part, by placing certain restrictions upon the authority of local bodies to regulate wireless communications facilities. Id. The preemptive effect of a statute is a question of law, subject to de novo review. In re St)eedLimit for Union _Pac. R.R., 610 N.W.2d 677, 682 (Minn. App. 2000). State laws that interfere with, or are contrary to, the laws of Congress are invalid. Gibbons v. Ogden, 22 U.S. 1, 211 (1824). If Congress evinces an intent to occupy a given field, state laws falling within that field are preempted. Silkwood v. Kerr-McGee Corp., 464 U.S. 238, 248, 104 S. Ct. 615, 621 (1984). But the '"historic police powers of the [s]tates' are not to be eclipsed unless to do so was 'the clear and manifest purpose of Congress.'" Dahl v. Charles Schwab & Co., 545 N.W.2d 918, 922 (Minn. 1996) (quoting Rice v. Santa Fe Elevator Corp., 331 U.S. 218, 230, 67 S. Ct. 1146, 1152 (1947)). Federal law preempts state law when (1) a statute contains an express preemption clause, (2) preemption can be inferred from the extent of the federal involvement or the scope of the federal interest in a regulated field, or (3) state law conflicts with federal law. Piko]2 v. £urIington Northern R.R. Co., 390 N.W.2d 743,748 (Minn. 1986). The city argues that the 60-day time limit under Minnesota law conflicts with the "reasonable amount of time" called for by federal law and is thus preempted. The city argues that 60 days is not a reasonable amount of time to consider an application to construct a telecommunications tower. In support of this proposition, the city cites cases in which courts have found reasonable periods longer than 60 days for municipalities to consider applications for permits to construct telecommunications towers. See, e.g., Virginia Metronet, 984 F. Supp. at 977 (stating C1-00-786 Page 4 of 8 that 14 months is not per se unreasonable). But the fact that courts have found longer periods reasonable does not mean that 60 days is unreasonable. The language and legislative history of the Telecommunications Act, as well as reported cases addressing the reasonable-time issue, support the view that section 15.99 does not conflict with the Telecommunications Act and is therefore not preempted. First, the Act preserves the authority of local governments over zoning matters, providing that nothing in this chapter shall limit or affect the authority of a State or local government or instrUmentality thereof over decisions regarding the placement, construction, and modification of personal wireless service facilities. 47 U.S.C. § 332 (c)(7)(A). Congress has thereby given municipalities latitude in exercising their police powers in zoning decisions regarding telecommunications towers. See Omnipoint Communications, Inc. v. Foster Township, 46 F. Supp.2d 396, 401 (M.D. Pa. 1999) (stating that although Telecommunications Act places certain restrictions on local authorities, it does not preempt their ability to control zoning decisions regarding telecommunications services). Further, the Act contains a section captioned "State preemption" that specifically prohibits states and local governments fi.om regulating the entry of or the rates charged by mobile services. 47 U.S.C. § 332(c) (3). But that section does not provide that the Act's reasonable-time provision preempts state law regarding the time within which a unit of local government must act on an application to construct a telecommunications tower. Id. The legislative histories of the Telecommunications Act and Minn. Stai.-§ 15.99 also support the view that the two statutes do not conflict. The conference committee report on the Telecommunications Act suggests that timeliness issues shoUld be determined at the state level. [D]ecisions are to be rendered in a reasonable period of time, taking into account the nature and scope of each request. If a request for placement of a personal wireless service facility involves a zoning variance * * * the time period for rendering a decision will be the usualperiod under such circumstances. It is not the intent of this provision to give preferential treatment to the personal wireless service industry in the processing of requests, or to subject their request to any but the generally applicable time frames for zoning decisions. H.R. Conf. Rep. No. 104-458, at 208 (1996) (emphasis added). Indeed, as one court has noted, "[t] here is nothing to suggest that Congress, by requiting action 'within a reasonable period of time,' intended to force local government procedures onto a rigid timetable." Sprint Spectrum, L.P.v. City of Medina, 924 F. Supp. 1036, 1040 (W.D. Wash. 1996); see also Sprint Spectrum L.P.v. Zoning Hearing Bd., 43 F. Supp.2d 534, 537 (E.D. Pa. 1999) (interpreting the Telecommunications Act's reasonable-period-of-time requirement to be congruent with a state statute imposing a 60-day time limit); Flynn v. Burmah, 30 F. Supp.2d 68, 74 (D. Mass. 1998) (holding that a local commission had not failed to act on an application within time limit set by state law and, consequently, had not failed to act within a reasonable time under Telecommunications Act). Thus, under the Telecommunications Act, state law determines what is a reasonable period of time to act on applications to build telecommunications towers. Finally, the Wisconsin Court of Appeals has concluded that the Telecommunication Act's reasonable-time provision, is intended to "stop local authorities from keeping wireless providers tied C1-00-786 Page 5 of 8 up in the hearing process." Westel-Milwaukee Co. v. l~alworth Cozmty Park & Plant~i~g Corem'n, 556 N.W.2d 107, 109 (Wis. Ct. App. 1996). This is consistent with the intent of section 15.99: Minnesota citizens do have the right to receive a response to their requests in a timely manner and at the same time not be entangled in delays or squabbles * * * House Floor Debate on H.F. No. 641 (Apr. 12, 1995) (statement of Rep. Brown). The Minnesota legislature has determined that 60 days is the "usual.period of time" within which a decision should be made on a CUP application, including an application for a CUP to build a telecommunications tower, and has provided that, if necessary, a local-government unit may grant itself an extension of up to an additional 60 days. Because no genuine issues of material fact exist, we affirm the district court's conclusion that there is no conflict bet~veen the Telecommunications Act and Minn. Stat. § 15.99 and therefore no preemption of state law. II. The City of Grant next argues that the district court erred in concluding that the city approved American Tower's application by failing to act within 60 days after receiving it. See Minn. Stat. § 15.99, subd. 2 (stating municipalities must act on zoning application within 60 days or it is deemed approved). Two provisions of Minn. Stat. § 15.99 allow a municipality to extend its initial 60-day time limit for acting on a CUP application. The first provides for an extension if an application is incomplete but requires the municipality to send notice of the incomplete application within 10 business days of its receipt. Minn. Stat. § 15.99, subd. 3(a) (1998). Here, the city did not notify American Tow~ within 10 days that its application was incomplete. The statute also provides that [A municipality] may extend the time limit * * * before the end of the initial 60-day period by providing written notice of the extension to the applicant. The notification must state the reasons for the extension and its anticipated length, which may not exceed 60 days unless approved by the applicant. Minn. Stat. § 15.99, subd. 3(f) (emphasis added). The city claims that the application it mailed to American Tower contained a notice of extension of the statutory 60-day time limit because the following statement is printed on the reverse side of all application forms that the city sends to prospective applicants for CUPs: You are hereby notified that the City of Grant is hereby extending the time deadlines required in M.S. section 15.99 with respect to the written request you have made to the City. The extension is made for an additional sixty (60) days. The reason for the extension is to enable the City Council and the planning commission to more fully deliberate with respect to your request and to allow City staff and consultants time to prepare the necessary findings with respect to the City's ultimate determination. This timeline does not begin until the application is complete with all required submissions. C1-00-786 Page 6 of 8 Therefore, the city argues, it complied with the requirements of the statute by (1) giving written notice of the extension before expiration of the initial 60-day deadline, (2) stating the reasons for the extension, and (3) indicating the anticipated length of the extension. The parties disagree over whether section 15.99 allows the city to give notice of an extension of the 60-day time limit before an application is submitted. In interpreting statutes, courts must ascertain and effectuate the legislature's intent. Minn. Stat. {} 45.16 (1998). Where the legislature's intent is clearly discernible from plain and unambiguous language, no constiuction is necessary or permitted. Ed Herman & Sons v. Russell, 535 N.W.2d 803, 806 (Minn. 1995). A court should not construe a statute to lead to injustice or an absurd result if the language will reasonably permit another construction. Id. (citing Minn. Stat. § 645.17(1)). American Tower argues that Minn. Stat § 15.99 does not allow the city to grant itself a full 60-day extension to act on a CUP application before it receives an application or, for that matter, before it even sends an application form to a prospective applicant. American Tower reasons that such a practice renders the 60-day requirement of the statute meaningless and that the city thereby grants itself an extension to act on an application without knowing if it is necessary. The city, on the other hand, argues that a literal reading of the statute permits its practice, in that (1) the city gives written notice of the extension before the end of the initial 60-day period, indeed before the 60-day period begins; (2) it gives reasons for the extension, although they are generic reasons that the city claims apply to all applications; and (3) the written notice states the anticipated length of the extension, which is in all cases the maximum of 60 days. But a literal construction is not to be adopted if it is contrary to the general policy and object of a statute. In re Reynolds' Estate, 219 Minn. 449, 455, 18 N.W.2d 238,241 (1945). We agree with American Tower that the city's practice in general, and specifically in this case, makes the initial 60-day requirement of the statute meaningless. The legislature has stated that [t]he object of all interpretation and construction of laws is to ascertain and effectuate the intention of the legislature. Every law shall be construed, if possible, to give effect to all its provisions. Minn. Stat. § 645.16 (emphasis added); see also tFillmus ex rel. l~illmus v. Commissioner of Revenue, 371N.W.2d 210, 213 (Minn. 1985) (stating that "a statute is to be construed as a whole so as to harmonize and give effect to all of its parts." (citation omitted)). The city's practice would be wholly consistent with a statute that simply gives municipalities 120 days to act on a CUP application. Because routine applications can and should be acted on expeditiously, the legislature intended, in enacting Minn. Stat. § 15.99, to allow an extension of the initial 60-day period only where there are "extenuating circumstances." Hearing on S.F. No. 647 Before the Senate Comm. on Governmental Operations and Veterans (Mar. 29, 1995) (statement of Sen. Riveness). The city cites Manco of Fairmount, Inc. v. Town Br., 583 N.W.2d 293 (Miim. App. 1998), for the proposition that the requirements of Minn. Stat. § 15.99 are directory, not mandatory. While this court held in that case that the provision requiring the statement of reasons for an extension is directory, it also held that the 60-day limit is mandatory. Id. at 295. Further, Manco is distinguishable from the present case because the township in Manco sent notice of extension after it received the completed application. Id. at 294-95. Here, the city granted itself an extension even before it sent C1-00-786 Page 7 of 8 application materials to American Tower. We conclude that the statutory scheme envisioned and intended by the legislature when it enacted Minn. Stat. § 15.99 requires a city to act in the normal course on a CUP application within 60 days after the application is received. If, upon review of an application, the city determines that there are extenuating circumstances that require an extension of the initial 60-day period to act, it may grant itself an extension, before the end of the initial period, of up to an additional 60 days by giving the applicant written notice that describes the extenuating circumstanCes and the anticipated length of the extension. We conclude that the city's reading of Minn. Stat. § 15.99 is inconsistent both with the language and the intent of the statute. We therefore affirm the district court's determination that the city's notice to American Tower of an extension of time for the city to act was ineffective because it was given before American Tower submitted its CUP application. DECISION The district court did not err in granting summary judgment to American Tower because Minn. Stat. § 15.99 is not preempted by the Telecommunications Act and because the city's notice to American Tower that it was granting itself a 60-day extension was ineffective. Affirmed. CRIPPEN, Judge (dissenting) Because I would not impose on state and local government agencies a rubric that has not been announced by the legislature, I would reverse the trial court's decision that appellant City of Grant approved respondent American Tower's application to build a tower in the city. Upon notice given "before the end" of the initial 60-day period following an application, the municipality may give itself up to an additional 60 days to investigate, deliberate upon, and decide the merits of a zoning application. Minn. Stat. § 15.99, subd. 3(f) (1998). The 60-day-extension clause is meaningless by any interpretation given to it. In all cases, for any reason, the municipality is free to employ the extension clause. Minn. Stat. § 15.99, subd. 3(f) says nothing to limit the reasons useable in a notice for extension, which may be specific to the case or generic to the circumstances of the municipality. Moreover, the need to declare reasons has been counted a direction without a mandate. Manco of Fairmount, Inc. v. Town Bd. of Rock Dell Towt~shi~, 583 N.W.2d 293,296 (Minn. App. 1998), review denied (Minn. Oct. 20, 1998). Because the legislature has employed a meaningless limit on the freedom of agencies to employ a deadline of 120 days rather than 60 days, there are no rules of construction making it reasonable to suggest that the extension be for circumstances unique to the application as opposed to those that are generic for the zoning process available in the municipality. It is no more reasonable to suggest that the notice be given to individual applications after the time of their application as opposed to a notice effectively given to all prospective applicants. It is a judicial responsibility to effectuate the legislature's intent. Minn. Stat. § 645.16 (1998). But the courts cannot manufacture content for statutes without language or history of the enactment that C1-00-786 Page 8 of 8 makes that intent evident. See id. (requiting regard for the unambiguous language of an enactment, without pretextual pursuit of its spirit). No doubt the legislature intended that the 60-day extension should be only for "extenuating circumstances." But it left to municipalities the ~task of determining which circumstances are extenuating, without limitation. .~ When respondent's application was received, appellant found it necessary to employ a 120-day approval period in all cases then arising. The legislature has permitted this municipal determination. If the law is to be otherwise, it is for the legislature, not the courts, to alter the mandate. See Martinco v. Hastings, 265 Minn. 490, 497, 122 N.W. ld 631,638 ((1963) (stating "[i]fthere is to be a change in the statute, it must come from the legislature, for the courts cannot supply that which the legislature purposefully omits or inadvertently overlooks"). Because I see nothing in this statute or its history that gives us the freedom to enlarge the importance of the initial 60-day approval period or to diminish the freedom of municipalities to extend the period for 60 additional days, I respectfully dissent from the differing construction of the statute in the majority opinion. I concur with the majority in its conclusion that state law is not preempted by the Telecommunications Act. Return to Opinion Index Return to ~im~esota Laud'er Ellio~ B. Kne~sch Jocl J. J~mnik MEMORANDUM TO' Kate Aanenson . - -; ~,r-,o, FROM' Valerie Kehrer DATE' January 15, 2001 RE' Status of files The following files were scheduled for pre-trials on Monday, January 8, 2001. Hazel Pauline Anderson. The vehicle now in compliance, therefore the charges were dismissed. Robert Boecker d/b/a RTB Landscaping. Mr. Boecker entered a plea of guilty which will be continued for dismissal for one year upon the following conditions: 1. Pay $250.00 prosecution costs; 2. Have no same or similar violations; 3. Remain law abiding; 4. No employee coming and going from the subject property; 5. No more than one (1) Bobcat type vehicle on the subject property. Must be stored indoors when not in use; 6. Mr. Boecker may commute to and from his home in his personal truck. A copy of the Sentencing Order is enclosed for your file. St~ite 317' * E',~Xan,J~ltc~ Office Cunter * 1.>~u"q-' C~rt,~)r~re Center Curve · E:~!3~n, NIN 551_Vl Ms. Kate Aanenson January 15, 2001 Page 2 James Byrne d/b/a JB Landscaping. Mr. Byrne entered a guilty plea which will be continued for dismissal in one year upon the following conditions: 1. Pay $250.00 prosecution costs; 2. Have no same or similar offenses; 3. Remain law abiding; 4. No employee coming and going from subject property; 5. No more than one (1) Bobcat type vehicle on the subject property. Must be in indoor storage when not in use; 6. Overnight storage of equipment for jobs on the block will be considered a violation; 7. Mr. Byrne may commute to and from his home in his personal truck. A copy of the Sentencing Order is enclosed for your file. PATRICK MACKEY Education Bachelor of Architecture Bachelor of Environmental Design University of Minnesota, College of Architecture & Landscape Architecture, 1994 Professional Experience Meyer, Scherer & Rockcas'tle, Ltd. 1998-Present Cuningham Group Architects 1992-1998 Library Work: Edina Public Library & Senior Center, Edina, MN; Maple Grove-Hennepin County Library, Maple Grove, MN; Metropolitan State University Community Library & Information Access Center, Saint Paul, MN; Saint Paul Public Library lnternet Stations, Saint Paul, MN; SELCO (Southeast Libraries Cooperating), Rochester, MN Institutional Work: Minneapolis Community/Technical College Remodeling, Minneapolis, MN (with Cuuiugham Group; Roseville Area High School, Roseville, MN (with Cuningham Group); Roseville Gymnastics Center, Roseville, MN (with Cuningham Group) Corporate Work: Andersen Corporation Corporate Conference Center, Bayport, MN; Aspen Research, White Bear Lake, MN; Epic Systems Corporation Headquarters, Madison, WI (with Cuningham Group) Restaurant/Retail Work: Caf6 Odyssey, Bloomington, MN (with Cuui.gham Group) Honors & Awards 1992 Precast Concrete Institute Design Award - 2® place Community Service AIA Minnesota Search for Shelter 1991-1993 Habitat for Humanity CITYOF CHAN EN 690 Ci0, Ce,to' D~qve, PO Box I47 Chanhassen, Mimmota 55317 Pl~o,e 612.937.1900 General Fax' 612. 937. 5739 Engi,eoing Fax' 612.937.9152 P, blic SafeO, Far 612. 934.2524 Web wwu: cl. &a,hasse,. 11111. us MEMORANDUM TO: FROM: Scott Botcher, City Manager Kate Aanenson, AICP, Community D~velopment Director DATE: January l8,2001 SUBJ: Livable Communities Act Scott I have some background information on affordable housing for the City Council to begin to read in preparation of the February 12, 2001 City Council meeting. I have included the resolution to participate in the LCA as well as the city's goals. I will be prepared to go through the LCA as well as the city's goals in greater detail at the meeting. he C/tv of Cha,hasse,. A o'owi, e co,mm,in, w/th c/ea, lakes, aua/in, schools, a cha,nin.~ downtown, thrivin~ businesses, and beautihd oarks. A ~reat alace to ~ire. work. and CITY OF CHANHASSEN CARVER AND HENNEPIN COUNTIES, MINNESOTA DATE: November 13, 2000 RESOLUTION NO: 2000-84 MOTION BY: Senn SECONDED BY: Mancino RESOLUTION ELECTING TO CONTINUE PARTICIPATION IN THE LOCAL HOUSING INCENTIVES ACCOUNT PROGRAM UNDER THE METROPOLITAN LIVABLE COMMUNITIES ACT CALENDAR YEAR 2001 WHEREAS, the Metropolitan Livable Communities Act (Minnesota Statues Section 473.25 to 473.254) establishes a Metropolitan Livable Communities Fund which is intended to address housing and other development issues facing the metropolitan area defined by Minnesota Statutes section 473.121; and WHEREAS, the Metropohtan Livable Communities Fund, comprising the Tax Base Revitalization Account, the Livable Communities Demonstration Account, the Local Housing Incentive Account, and the Inclusionary Housing Account is intended to provide certain funding and other assistance to metropolitan area municipalities; and WHEREAS, a metropolitan area municipality is not eligible to receive grants or loans under the Metropolitan Livable Communities Fund or eligible to receive certain Polluted sites cleanup funding fi'om the Minnesota Department of Trade and Economic Development unless the municipality is participating in the Local Housing Incentives Account Program under the Minnesota Statues section 473.254; and WHEREAS, the Metropolitan Livable Communities Act requires the Metropolitan Council to negotiate with each municipality to establish affordable and life-cycling housing goals for that municipality that are consistent with and promote the policies of the Metropolitan Council as provided in the adopted Metropolitan Development Guide; and WHEREAS, each municipality must identify to the Metropolitan Council the actions the municipality plans to take to meet the established housing goals through preparation of the Housing Action Plan; and WHEREAS, the Metropolitan Council adopted, by resolution after a public hearing, negotiated affordable and life-cycle housing goals for each participating municipality; and WHEREAS, a metropolitan area municipality which elects to participate in the Local Housing Incentives Account Program must do so by November 15 of each year; and WHEREAS, for calendar year 2001, a metropolitan area municipality that participated in the Local Housing Incentive Account Program during the calendar year 2000, can continue to participate under Minnesota Statues section 473.254 if: (a) the municipality elects to participate in the Local Housing Incentives Program by November 15, 2000; and (b) the Metropolitan Council and the municipality have successfully negotiated affordable and life-cycle housing goals for the municipality. NOW, THEREFORE, BE IT RESOLVED that the City of Chanhassen hereby elects to participate ill the Local Housing Incentives Program under the Metropolitan LiVable Communities Act during the calendar year 2001. Passed and adopted by the Chanhassen City Council this 13th day of November, 2000. ATTEST: / / Scott Botcher, City Clerk/Manager YES NO -ABSENT Mancino Jansen Labatt Senn Nolle None Table 2-3 Affordability Ownership Rental Life-Cycle Type (non-single family detached) Owner/Renter Mix Density Sin§le Family Detached Multi-family Overall Average For New Construction Livable Communities Act CiTY INDEX BENCHMARK GOAL 37% 60-69% 30%~ 44% 35-37% 35% ~ 19% 35-37% 34% 1991 Comp Plan 85/15% 67-75 / 25-33% 80-90 / 20-10 1.5/a cre 1.8-1.9/a cre 1.8 11/acre 10-14/acre 9-10 3.3 COMPREHENSIVE PLAN 1998 HOUSING Chapter 2 INTRODUCTION A community is made up of its residents, businesses and institutions sharing a common history or common social, economic, and political interests. One of the primary purposes of a community is to serve as a place of residence for its citizens. Assuming this charge, offering a mix of life cycle housing opportunities becomes a challenge for local governments. Within the City of Chanhassen, residential structures constitute the largest single use of land. Since residential development plays such a prominent role in the overall character of Chanhassen, its successful design and development are essential both functionally and aesthetically. Attention to design in the process of developing and constructing housing units is essential. Development, whether commercial, industrial, or residential, is long-term both economically and physically. Since development is permanent and usually irreversible, the effects of substandard or poorly located facilities will be evident for a long time. Therefore, both the developer and the city must be aware of natural, physical, and social constraints and the potential long-term effects of a project. Only by paying attention to such detail in the early stages of development can facilities be constructed which are functional and aesthetic both today and in the future. A number of factors help determine whether a development is successful or not. One of the main determinants is the amount of attention paid to environmental and conservation issues. The Urban Land Institute recommends the following factors be incorporated in the design process: o Selecting open space with regard to enhancing the natural characteristics of the land such as vegetation or a body of water. , Devising mechanisms to protect natural beauty while at the same time reserving certain areas for recreational use. o Designing storm drainage facilities as an integral part of the development plan with an effort made to locate open space near natural drainageways. . Planting vegetation, if the land is devoid of it, in order to foster temperature and sound control, and clean air. Maintaining such vegetation by creating a perpetual organization to take care of open space, as mandated by restrictive covenants. , Preventing erosion in areas with steep grades and those susceptible to erosion. Ensuring that in the future this land is used for purposes consistent with the preservation of open space. o Designing drainage systems to minimize the possibility of soil erosion, siltation, and damage due to flooding. . Keeping in mind the PUD principle clearly offers a framework for good design, environmental concerns, and energy conservation through the cluster concept. Further, energy inefficient development patterns are outmoded and add to the cost of housing. 8. Applying good housekeeping practice to construction as well as the finished product. , Being aware of water and air contamination, land despoilment, erosion and noise during construction. In addition to these items, other elements such as noise, access, surrounding land uses and the mitigation of incompatible land use patterns are also applicable. These criteria, as well as those regarding corridor design standards, are components of the Chanhassen Planning Commission's and City Council's review of all development proposals and particularly those involving housing, since housing is the major use of land within the city. The housing section of the comprehensive plan will present and analyze existing housing characteristics, discuss obstacles to the provision of adequate life-cycle housing, project future COMPREHENSIVE PLAN housing needs, and suggest policies to meet city housing goals. EXISTING HOUSING Since 1991, the citY has seen a change in the character and type of housing being constructed in the community. While single family detached housing continues to be the predominant type of housing in the city (78% of the housing stock as of January, 1997), the city is seeing a greater variety of housing types being proposed and constructed. In 1995, there were more building permits issued for single family attached housing (262 units) than for single family detached (216 units). Due to changing demographics and the aging of the population, the city anticipates that residential units other than traditional single family detached housing will increase its proportion of the total housing stock. Since 1983, when development in the city began to accelerate, the city has averaged approximately 275 residential building permits annually. The housing stock consists of predominately single family detached housing with an estimated 5,103 units representing 77 percent of the total housing stock and an estimated 1,505 units of other types of housing representing 23 percent of the housing units as of April, 1998. HOUSING TENURE 80 0% ................................................................. j . 70.0% £0.0'% 50.~ 40.0% 30.0% 20.0~.'. 10.0% 0.0% 198) S c, EA .SO,~s, L VACANT ........... Figure 2-1 Comparison of census data for 1970, 1980 and 1990 provides an overview of changes in Chanhassen's housing. Between 1970 and 1980, total housing units increased from 1,454 units to 2,285 units, representing a 57 percent increase or 831 units. Between 1980 and 1990, total housing units increased from 2,285 units to 4,249 units, representing a 86 percent increase or 1,964 units. The city estimates an increase of an additional 2,085 units through April of 1997 for an increase of 49 percent over seven years. 1998 As Figure 2-1 shows,'h'ousing ownership continues to be the predominant occupancy type in the community. In 1970, 984 of 1,454 units, or approximately 68 percent of homes, were owner occupied. By 1990, 3,400 of 4,249 units, 80 percent of the housing stock, were owner occupied. In 1997, the city estimates that 5,632 of 6,334 units or 89 percent of housing is owner occupied. As demographic chan~es occur in the community and society at large, the city matures, and more diverse development is undertaken, however, this number should decline again. 1997 HOMESTEAD VALUATION $0- $75,0OO $75,001 - $250,000+ $200,001- $250,000 ~ $150 001 -~',~ t / t115'001 - ,~'' ~ $150,000 $200,000 Figure 2-2 The median value of owner occupied housing has steadily increased. In 1970, the median value was $38,000. In 1980, the median value had increased to $84,700. By 1990, the median value was $124,400. Based on a Carver County Housing Study completed in December, 1996, the estimated median value of owner occupied housing in Chanhassen was $140,597. In 1997, city building permit records recorded an average building permit valuation for housing in the community at $159,812 with average building permit valuation for single family detached housing at $163,626. Though not as spectacular as the increase in owner occupied housing values, median rental rates have steadily risen since 1970 increasing 233 percent from $134 to $446 per month in 20 years. Based on the Carver County Housing, the estimated rental rates ranged from $345 to $895 per month in 1996. In 1996, there were 13 subsidized housing units in the City of Chanhassen. Twelve were rental assistance and one was first time home buyer 22 COMPREHENSIVE PLAN 1998 training and lending. In 1997, an additional 65 rental dwelling units were added in the community through assistance from Carver County and the City of Chanhassen. In 1998, an additional 35 ownership dwelling units will be developed through the use of Housing Tax Increment Financing assistance from the city. As additional development opportunities occur and government assistance is available, more dwelling units will be assisted. POPULATION Chanhassen continues to be a relatively young community. Using 1990 census data, approximately 80 percent of the population was under 45 years of age. While the age of the population will continue to rise with the aging of baby boomers, the city will have a significantly younger population than more established communities. Median age in 1990 was 30.5 years in Chanhassen. Due to the large number of people in the prime child bearing years (25 - 44), the persons per household continues to be relatively high at an estimated 2.93 persons per unit in 1995. The persons per household in 1980 was 3.04 and 2.92 in 1990. Since the predominant type of housing unit is and will continue to be single family detached homes, the city can anticipate maintaining a relatively high persons per household throughout the next 20 years. The city projects that in 2020 the persons per household will be 2.65. Age DIstribution Figure 2-3 Between 1980 and 1990, the age cohort under five increased 177 percent (858 persons) from 495 to 1,343. The cohort between 25 and 44 increased 132 percent (2,856 persons) between 1980 and 1990 from 2,160 to 5,016. This increase represents the numerically largest increase in the community. The age cohort of empty nesters, those between 45 and 64 increased 66 percent (249 persons) from 378 to 627 between 1980 and 1990. Finally, residents 65 and older increased 44 ,' percent (138 persons) from 314 to 452 between 1980 and 1990. Total population increased 5,373 persons or 84 percent from 6,359 to 11,732 while housing units increased by 1,964 units (86 percent) from 2,285 to 4,249 units during this period. The City of Chanhassen provides a wide range of housing styles in a: variety of densities. As seen in Table 2-6, residential development statistics, between 1993 and 1997, residential development in the city has been very diverse. Single family detached subdivisions have averaged a net density of 1.92 units per acres over the last four years. Multi-family developments during this period have averaged a net density of 6.41 units per acre. Overall, the community has averaged a net density of 2.85 units per acre. RESIDENTIAL LANDS The city has four primary residential land uses. In keeping with the rural heritage of the community,_ there are areas of large lot residential development that permit a minimum lot size of 2.5 acres per units. However, in compliance with an agreement between the city and the Metropolitan Council for MUSA expansion in 1991, land outside the MUSA line that is not currently developed, must maintain a minimum density of one unit per ten acres. The predominate land use in the city has been residential Iow density which permits a housing density between one and four units per acre. In 1996, there was a total of 4,502 dwelling units on 2,955 net acres. This represents a net density of 1.52 units per acre. The city estimates there remains approximately 2,563 net acres of residential Iow density land for future development. This equals between 4,555 and 5,844 additional residential units on residential Iow density land (see Table 2-5). One of two multi-family land uses in the city is residential medium density, which permits between four and eight dwelling units per net acres. The city has approximately 362 net acres of vacant medium density land. The second multi-family land use is high density residential land which permits between eight and 16 units per net acre. The city has approximately 96 net acres of vacant high density land. In 1996, there were a total of 1,412 multi- family dwelling units on 664 net acres. The city COMPREHENSIVE PLAN 1998 projects an additional 3,179 multi-family units will be developed. Overall, the city estimates a net density of 2.13 units per acre for all residential development in the community. The city's housing stock is relatively young. Approximately 81 percent of all housing in the city has been built since 1970. In addition, approximately 74 percent of ownership housing and 63 percent of the rental housing in the city has been built since 1970. Age of Housing Stock Table 2-1 Own (Percentage) Rent (Percentage) 1939< 141 (2%) 51 (0.8%) 1940-1969 812 (13%) 206 (3%) 1970-1989 2,475 (39%) 331 (5%) 1990-1997 2,204 (35%) 114 (2%) Total 5,632 (89%) 702 (11%) Source: 1990 Census; Metropolitan Council Building Permit Trend, Carver County Housing Study; City of Chanhassen Building Permits through January 1997 Chanhassen does not have any significant concentration of substandard housing. This is due, in part, to the newness of the housing stock. In addition, the high home values may also play a role in the condition of housing stock since homeowners have a strong financial incentive to maintain and improve their homes. If any area in the community were to be identified as a potential area for having some substandard housing, it may be the area in Carver Beach which was originally platted for small lots to accommodate seasonal cabins. While the city has no recent information on vacancy rates in the community, the city assumes the vacancy rate is 5 percent for all population and household estimates. The 1990 census showed a vacancy rate of 5.5 percent. Based on the 1996 Carver County Housing Study and anecdotal information, there are few rental vacancies. HOUSING DEMAND The city anticipates continued strong housing demand and development. Compared to surrounding communities, especially cities located to the north and east' in Hennepin County, the city has significant development potential. Based on preliminary forecasts of population, households and employment prepared by the Metropolitan Council in October 1996, in 1995, the city was at 44 percent of its build-out population, 38 percent of its households, and 62 percent of its potential employment. As communities to the east continue to fill, there will be an even greater influx of development in Chanhassen. POPULATION HOUSEHOLDS EMPLOYMENT CITY PERCENTAGE PERCENTAGE PERCENTAGE Carver Co, 56 50 68 Chanhassen 44 38 62 Chaska 60 42 82 Victoria 41 36 50 Hennepin Co. 87 84 83 Eden Prairie 77 65 73 Excelsior 105 92 94 Chanhassen NA NA 52 Minnetonka 99 89 72 Shorewood 93 79 48 Source: Metropolitan Council, Preliminary Forecasts of Population, Households and Employment, October 1996. Table 2-2 LIFE CYCLE HOUSING The city is committed to providing a variety of housing styles with housing available for people of all income levels to meet the life cycle housing needs of Chanhassen residents, including traditional single !amily detached housing, zero lot line and clustered single family housing, townhouses, apartments, condominiums. The city projects there will be approximately a two-thirds to one-third split between single family detached housing and other types of housing units. At build-out, the city estimates there will be between 13,000 and 15,000 dwelling units. Housing Units 18.000 ; 16.000 - 12,000 . ~ 6% HOUSING GROI"VTH 10,O30 - --~-- 5.~% HOUSING GROW'tH ~ -- AVERAGE HOUSING, GRO?/'rH 8.630 - 6.0~ - r.~...~...- 1970 1959 1§35 1993 1995 2~3-3 2005 2010 2015 2020 24 COMPREHENSIVE PLAN 1998 While committed to providing life cycle housing, the city must overcome obstacles to their development. One of the most difficult impediments to providing one facet of life cycle housing and/or affordable housing, is land costs. Without the outright purchase of land' by public bodies, the only way to moderate land acquisition costs is to assure that an adequate amount of land is available within the urban services area to alleviate real or perceived shortages of developable land. Another impediment to life cycle housing is the fear of the unknown by existing residents. To overcome this, the city must educate citizens about the different housing opportunities available. In addition, the city must work with business groups and organizations to show the benefits of providing housing diversity. Developers must be brought in as partners in providing life cycle housing. With changing demographics, it will become easier to convince the developers that life cycle housing is marketable. Finally, land development costs must be brought down. To do this, the review process must be streamlined, local, regional, and state fees must be reduced, and development must utilize existing infrastructure investments more efficiently. In addition, the city will provide density bonuses in order to promote the provision of affordable housing opportunities that may otherwise not occur. Table 2-5 and Figures 2-4 and 2-5 provide the city's analysis of the residential potential within the community. The city estimates the following gross acres for the different land uses: 5,615 acres of Iow density guided lands, 562 acres of medium density guided land, and 202 acres of high density guided land vacant within the community. Of this amount, there were 3,021 net acres of developable residential land within the community, as of January 1997 (2,530 acres of Iow density, 362 acres of medium density, and 96 acres of high density). The city assumed single family lands contained 15 percent right-of-way and 30 percent open spaces including parks, bluffs, flood plains, wetlands and undevelopable land. Medium density and high density lands assume 10 percent right-of-way and 30 percent open spaces including parks, bluffs, flood plains, wetlands and undevelopable land. To project future housing, assumptions of various densities for the land uses must be made. For Iow density residential, the city assumed a range of housing would be developed. Using historical development data, the city estimates for scenario B a net density of 1.8 uhits per acre as one end of the density range. However, city code would permit up to 2.9 units per acre. As a compromise, the city estimated for scenario A a net density of 2.42 units per acre, which represents lot areas of 18,000 square feet, as the other end of the density range. This equates to between 5,844 and 4,555 single family units. In order to attempt to meet the higher projections, the city will need to encourage development of single family homes at the higher end of the permitted density range. However, in order to protect the character of existing neighborhoods, the city will need to transition density within new developments, preserving the expectations and investments of existing residents. Medium density housing is projected assuming 6 units per acre. High density housing is projected assuming 10 units per acre. This represents an addition of 3,179 multi-family dwellings in the community. Included in multi-family housing are townhouse developments, apartments, condominiums, and other types of attached 'housing units. Additional multi-family housing could be included as part of mixed use developments. However, with little historical evidence to base assumptions upon, the city will not attempt to project the number of units that will be developed in these areas. Table 2-3 CITY INDEX BENCHMARK Affordability Ownership 37% 60-69% Rental 44% 35-37% Life-Cycle Type (non-single 19% 35-37% family detached) Owner/Renter Mix 85/15% 67-75 / 25-33% Density Single Family 1.5/acre 1.8-1.9/acre Detached Multi-family 11/acre 10-14/acre Overall Average GOAL 30% 35% 34% 1991 Comp Plan 80-90 / 20-10 1.8 9-10 3.3 The city projects that approximately 56 percent of the future housing will be built within the existing MUSA boundaries and 44 percent will be in the MUSA expansion area. Overall approximately 75 percent of all housing will be inside the existing MUSA boundary and 25. percent will be in the MUSA expansion area. COMPREHENSIVE PLAN 1998 The City of Chanhassen supports: . A balanced housing supply, with housing available for people of all income levels. . The accommodation of all racial and ethnic groups in the purchase, sale, rental and location of housing within the community. o A variety of housing types for people in all stages of the life-cycle. , A community of well maintained housing and neighborhoods, including ownership and rental housing. o Housing development that respects the natural environment of the community while striving to accommodate the need for a variety of housing types and costs. . The availability of a full range of services and facilities for its residents, and the improvement of access to a linkage between housing and employment. GOALS To carry out the above housing principles, the City of Chanhassen has agreed to use the benchmark indicators for communities of similar location and stage of development as affordable and life cycle housing goals for the period of 1996 to 2010, and to make its best efforts, given market conditions and source availability, to remain within or make progress toward these benchmarks. The City of Chanhassen reserves the right to re-negotiate the goals. Chanhassen agrees that the MetroPolitan Council will use other market indicators to evaluate goals. These indicators may include land prices, interest rates, cost of construction, and environmental factors including tre. es and wetlands. To achieve the above goals, the City of Chanhassen elected to participate in the Metropolitan Livable Communities Act Local Housing Incentives Program and has prepared and submitted a plan to the Metropolitan Council indicating the actions it will take to carry out the above goals. Table 2-4 provides an analysis of the number and types of units necessary to meet life cycle and affordable housing targets. The city has assumed that affordable housing can only be met within multi-family development due to high land and development costs in the community. While the continuation of recent development patterns is a reasonable assumption, the city's target goes beyond this number and will require significant effort and innovation on the city's part. HOUSING STRATEGY In 1995, more non-single family residential permits were issued than detached single family permits. Of the residential land area in the MUSA, a large portion is guided for medium or high density development. The city has worked with Carver County to provide a 65 unit Senior Housing project with 39 units in the rental affordable range. The City Council has approved the creation of a tax increment district to provide assistance to 35 of 76 26 COMPREHENSIVE PLAN 1998 single family detached units. Price ranges for 35 units will be from $88,000 to $120,000. Through growth and natural maturation, the city is experiencing housing diversity. Livable Communities Table 2-4' Single Multi- Owned Owned & Rental Rental & Family Family Affordable Affordable 1990 3,367 882 3,612 1,336 637 280 1996 4,926 1,408 5,632 1,636 702 319 2020 9,427 4,590 12,660 3,800 1,407 492 Recent approved developments will achieve the following goals: Project Units Affordable Units % Affordable Walnut Grove 247 128 52% North Bay 76 35 46% Autumn Ridge 140 82 59% Total 483 245 53% If the city were to maintain the same ralion ol affodable units for all future multi-family development, we would add 1,684 affordable units to the housing stock. Total new units 7,733 Total multi-family units 3,178 53% multi-family units 1,684 This would lead to a total affordable ownership housing of 3.320 units. Staff is proposing a goal of 30% affordable ownership housing which would require 3,800 additional affordable units. A little more than double the existing affordable ownership housing. Staff is also proposing the goal for rental housing be reduced to 10%, which would require the doubling of the existing rental housing. The goal for affordable rental units would remain at 35%. requiring a total of 492 affordable units, which is an increase of t 73 units. Action Plan The city will continue to uphold the housing goals and policies of the comprehensive plan. In addition, the city will pursue other resources for providing life cycle and affordable housing. Following is the proposed action plan. Currently, the city is also pursuing a clustering project with Southwest Metro, Eden Prairie and Chaska. This project would be a mixed use development with a transit component (park and ride facility). The city is also working on a 60 acre mixed use project, Villages on the Ponds, which also has a transit component with commercial, office, and institutional with residential integrated into the development. Both projects have a strong mass transit component. 1980 HOUSING TYPES [] SINGLE l i FA MJLY DETACHED [] DUPLEX, ~ TOWNHOUSE i MULTI- FAMILY 1990 HOUSING TYPES '[] SINGLE FAMILY DETACHED [] DUPLEX, TOWNHOUSE MULTI- FA~LY ..... 2000 HOUSING TYPES [] SINGLE FA MILY DETACHED [] DUPLEX, TOWNHOUSE MULTI- FAMILY 2010 HOUSING TYPES [] S~K~LE FA MILY DETACHED DUPLEX, TOWNHOUSE MULTI- FAMILY 2020 HOUSING TYPES [] S~3LE FA MILY DETACHED [] DUPLEX, TOWNHOUSE MULTI- FA MILY Figure 2-5 0'7 COMPREHENSIVE PLAN 1998 City Ordinances The following are possible actions the city should undertake to pursue life cycle affordable housing: Promote life cycle compatible with existing housing. Review city ordinance regulations, especially the PUD ordinance and lot size/ zero lot and design standard including street widths. Pursue the upper limits of zoning on new proposals where there is a density range. Require a percentage of medium and high density to have a number of affordable units. Provide for mixed use projects with a transit component. City EDA The city, through the Economic Development Authority, will explore all avenues for financing affordable housing, including tax-exempt and tax- increment financing. Carver County HRA 1. Development, Affordable Financing, Down Payment Assistance, Home Buyer Education and Foreclosure Prevention 2. The HRA has the experience to develop affordable single family housing and is prepared to offer all cities in Carver County its expertise and assistance. 3. The HRA offers first time home buyer funding through participating lenders in Carver County. The program is funded by mortgage revenue bonds from the HRA's bonding allocation. 4. The HRA offers home buyer education and certification to all Carver County residents. 5. The HRA offers foreclosure prevention counseling and financial assistance to all Carver County residents. Homeowner Rehabilitation The HRA currently administers the following programs in Carver County: MHFA Fix-Up Fund · Maximum gross income $41,000 · Maximum loan amount $15,000 · 15 yr. Term, Interest rate 2-8% · Credit and repayment ability analyzed MHFA Accessibility Improvement Loans · Maximum income: no limit · Maximum loan amount $25,000 · 20 yr. Term, Interest rate 8% · Accessibility improvements only MHFA Home Energy Loans · Maximum income: no limit · Maximum loan amount $5,000 · 5 yr. Term, Interest rate 8% · Energy improvements only MHFA Mobile Home Loans · Maximum income: no limit · Maximum loan amount $5,000 · 5 yr. Term, Interest rate 8%, · Energy improvements only MHFA 3% Revolving Rehabilitation Loans · Maximum income: $18,000 adj. · Maximum loan amount $10,000 · 15 yr. Term, Interest rate 3% · Repayment ability (not credit) analyzed MHFA Deferred Loans · Maximum income: $10,000 adj. · Maximum loan amount $10,000 · Interest rate 0%, Deferred 10 year loan MHFA Deferred Accessibility Loans · Maximum income: $18,000 adj. · Maximum loan amount $10,000 · Interest rate 0%, Deferred 10 year loan · Accessibility improvements only 28 COMPREHENSIVE PLAN 1998 Carver County HRA Home Improvement Loans · Maximum income: no limit · Maximum loan amount $5,000 · Interest rate 3-9% · Term to commensurate with repayment ability RENTAL HOUSING New Construction The Carver County HRA assisted in the formation of the Carver County Housing Development Corporation, a non-profit entity with the ability to partner with private developers to create affordable housing projects and developments. A n ticipa ted Action: The EDA, in conjunction with the City of Chanhassen, will explore the feasibility and funding opportunities available for housing development upon the city's request. II. Tenant Based Subsidy Section 8 Rent Assistance Program Metropolitan Council HRA MHFA Rental Assistance for Family Stabilization (RAFS) Carver County Transitional Housing Carver County HRA Rental Inventory Rental Rehabilitation Grants and Loans Community Development Block Grant (CDBG) Carver County completed a Housing Condition Study. The city will pursue using CDBG funds from Hennepin County to make housing rehabilitation loans. The city will pursue CDBG funding for acquisition and related infrastructure for multi- family projects. Minnesota Housing Finance Agency The city will pursue programs, including grants, loans and federal tax credits, for housing assistance development and rehabilitation including the following programs: Minnesota Mortgage Program · · Homeownership Assistance Fund Purchase Plus Program Partnership for Affordable Housing Entry Cost Homeownership Program (ECHO) Low Income Housing Tax Credit Program New Construction Tax Credit Mortgage/ Builder~ Loans Low and Moderate Income Rental Program Deferred Loan Program Revolving Loan Program Great Minnesota Fix-up Fund Mortgage Revenue Bonds Mortgage Credit Certificates (MCC's) :: il, ' . Action Responsibili~ Funding Review City City staff, Planning None ordinances Commission and City Council Explore all options for a variety of affordable housing opportunities City staff, Planning Commission and City Council CDBG, City EDA, Carver Co. HRA, Metropolitan Council, MN Housing Finance Educate developers and residents about life cycle housing City staff, Planning Commission, City Council and HRA None Cooperate with other governmental units in providing housing opportunities Southwest Metro, Carver County HRA Carver Co. HRA, Met Council, MN Housing Finance Property and code enforcement or maintenance and rehabilitation of housing City staff City EDA, Carver Co HRA, C, DBG COMPREHENSIVE PLAN 1998 Look for opportunities City staff, Planning City EDA, for mixed use Commission and Carver Co. developments with City Council HRA, mass transit Met Council, component MN Housing Finance The city is working on the affordable housing strategy on several fronts. We are working to encourage development of the properties that are currently zoned for medium or high density to provide a variety of housing opportunities. Carver County is looking to develop another project in the city. Their other project, the Senior Housing, has all units leased. There will be other opportunities to provide sewer and water with additional phases of the Bluff Creek Interceptor, which should provide opportunities for a variety of housing types. There are a few development projects that are taking shape which may require rezoning or comprehensive plan amendments. Carver County is completing a housing condition study. This study will provide the city with data on housing that may be deteriorating. The purpose of this information is to discover if the city has the ability to seek CDBG money for rehabilitating homes for the year 1997-1998. Maintaining the existing housing stock is another housing goal. HOUSING GOAL To provide housing opportunities for all residents, consistent with the identified community development goal. POLICIES Existing housing within the city should be maintained and improved and revitalization of older developed areas should be encouraged. As state and federal funding permits, efforts should be made to provide Iow and moderate housing where needed, to provide balance to the generally high cost of new housing. New construction programs may provide a source of such housing. Plans and ordinances for the City of Chanhassen should ensure that adequate amounts of land are designated to accommodate projected residential growth. The city should promote the use of state and federal programs designed to reduce land costs for developers of Iow and moderate income housing. The City of Chanhassen will cooperate with other governmental units and public agencies to streamline, simplify, and coordinate the reviews required for residential development to avoid inflating the cost of'housing due to unnecessary delays in the review process. In order to encourage the development of affordable housing, the City of Ohanhassen may increase the permitted net density of a project by 25 percent. The "bonus" units must meet affordable housing criteria as defined by the city. Developers shall be required to enter into an agreement ensuring the affordability of the units. Subsidized housing should be given equal site and planning considerations to non-subsidized housing units and should not be placed in inferior locations or in areas that are not provided with necessary urban services. If demand becomes apparent, the city will promote the construction of senior citizen housing in locations convenient to shopping and medical services. The development of alternative types of housing such as patio homes, townhouses, and quadplexes should be permitted to supplement conventional single-family homes and apartments providing that they are compatible with appropriate land use practices and are representative of high quality development. New residential development shall be discouraged from encroaching upon vital natural resources or physical features that perform essential protection functions in their natural state. Housing development methods, such as PUD's, cluster development, and innovative site plans and building types, should be encouraged to help conserve energy and resources used for housing. Property and code enforcement policies which encouraged the maintenance and rehabilitation of both owner occupied and rental housing should be encouraged. 3O COMPREHENSIVE PLAN 1998 The city should continue to ensure nondiscrimination in the sale and rental of housing units. Citizen participation in developing plans and implementing housing programs is encouraged in redevelopment, rehabilitation, and in the planning for future housing. Where housing density is given by a range in the comprehensive plan, the city shall encourage development at the upper end of the density range. The city will promote the mixing of housing densities within projects in order to provide a wide range of housing styles and types. Such mixed densities must provide appropriate transitions from existing development. The city will continue to participate in the implementation of the Livable Communities Act of 1995 as stated in the golas and policies. The city will promote the integration of life cycle housing opportunities throughout the community. Affordable and subsidized housing shall not be overly concentrated in one area of the city. T~.ble 2-5 ;"~"~-~i~-~'- ~'~"~-- ONr~"~-~U~'~'~-"~'~'~) ..................................................... ...................... ~ ...................................................................... ~'~'~'~'"~'~"~ .................. -o-~'ii~ ............................... E~STING MUSA 1991 (VACANT LAND) Net Acres Units A Units B ~ M ulti-Fam ily ~ 179 1,496 1.495 .................. ~ ................................................... :~ ............................................................ ~ fSubtotal ~ 1,756 5,312 4,334 .............................................................. ................................ .............................. ,:--~--O~--A.-.-~-~-~-~-g-i~O-h---~-~ ........... ~ ............................. ~ ..................................... ~ ........................................ ......................... ~ ................................................................... ~. ~ ~ot Acros Units ~ Units B ................ ~Si'h'¢'~'"~'[i9 ....................... 83S ...... ~;724 ........... ~";'~i-~ ..... .................... ..... ................... ~IOI~[S ~' .................. ~: ..................... ~et Acres~ UnitS"~ ......... U'n~t'S"g ..... ~' ....... ~Si'n~la Fa~'~i9 ....... ~ 5~37~ ........ 10','o~2'.~..~.'-.~..9~,057~.~' .... :~Uiti-~a~i~9 ...... ~ .... ¥;6~" 4,so~ 4,s~o .............. ~ .......... IO/~'~ : ¢,4¢3'' '14,~'~:"~ ........ :: .......... ~ ..... ~ ............................ ~ ...... ~ .................... ............. ~ ................ i .................................... ~ ................... Net Acres Existing MUSA: SF 15% ROW, MF 10% ROW, 30% wetland/park MUSA Expansion: SF 15% ROW, MF 10% ROW, (wetland/parks excluded,via GIS) Scenario A represents an optimal development scenario. Scenario B represents a more realistic scenario. COMPREHENSIVE PLAN 1998 Table 2-6 CASE 'PROJECT NAME :SINGLE-FAMILY DETACHED 93-1 SUB '~Hi__g.hlands of Lake St. Joe 93-4 SUB iWindmill Run 93-8 SUB iRoyal Oaks Estates 93-10 SUB :,Lotus Lake Woods 93-11 SUB !Oaks at Minnewashta 93-12 SUB iTower Heights 93-14 SUB ;Shenandoah Ridge 93-15 SUB :Church Road 93-16 SUB ;TJO 93-25 SUB Minger Addition 94-1 SUB ;Minnewashta Landings 94-3 SUB Olivewood 94-4 SUB :Shadow Ridge 94-5 PUD Mission Hills/Single-family 94-7 SUB :Woodridge Heig.hts 94-8 SUB ;Creekside 94-10 SUB .Brenden Pond 94-13 __S_U~B_P_o_!¢ t_e ka.k_e ~Lu_cy 94-15 SUB Hobens Wild Woods Farm §5-~O-SgB Forest Meadows GROSS ROW WETLAND PARK NET TOTAL GROSS ;NET NOTES AOR~E~__ .AC~E_~ _A_CR_E~ ___L_AN_D_ .... :ACRES _UNI-['S __DE__NS_!_"~'_ D?~S/_T~'_.~_ ............................. 3~' 0,4' 11.54: ----~ .... -24-~-(~6-7- --93 17.92' 3.37: 0 0: 14.55 35 13 .... ~,~' ...... O-- .... 0! ...... 1-~..§' ! ....... -~§~ 1.77 ---~,-47~ .... 5.32: 0,3. 0~ '' ~-~ ........ -~; 1,57 35.83 '. 9 3: 8 15.831 45 1.26 7.1; 0.6, 0; 0 6.5 13 1.83 11.5. 3.5i O. 0; 8~- 20 1,74 3.3 0 0 0; 3,3: 4 1.21 1.06 0 0: 0 1.06 3: 2,83 9.95 2.08. 0 0,15: 7.72 17 1.71 19.7 1.7 0 0 18 27: 1,37 0.92; 1.37 Shoreland district 1.95 2.41 farm field 2.13 farm field 1,82 'wooded/wetland 2.84: 2.00 infill development · 2.50; 1.21 infill development 2.83 infill development 2.20 large areas of tree preservation 1.50 .beachlot/shoreland district 25,95 4.6~ 14,8 0. 6.55 8 0.31 1,22 shoreland district, wetlands redone 1998 15.99 __2._1_5_ ..... _1:_9.__----~--~-?_~_--~_~.~_4_--i'~_'-'~ :1:7~ __ 1.0_6_ . 1,42 3.9 acre outlot yet to be platted 7.1 0 0 0 7.1 16 2.25! 2.25 : 37.~9=_ __ 3.6_7 ..... 6._7% ........ _0,. _2_¢.~5~.~___ _~,~_-- 1~..19_Z ..... 1.6_3 .wetlands/topography ; : ....... 39._5 ...... 4.2.. 5.7 ...... 5 ...... _2.4.._6 .... 44 .... 1:11.: ...... !_.7_9_.A_dja_cce?t~t9 Bl_uf~f C_re_e_k_g.9(r_i_dgr_ ...... _ 23.3_ 3.6 ..... 7,2 .... 0 .... _12:5 .... 21_ _ _9:90 ..... 1:6_8 _steepslope_~ la_rgewetland 18.15 1.63 5.62 0 10.9 19 1.05 1.74 Shoreland district --1-18-7' ' - 0 ..... 0' 0 1.87 3 1,60 1.60 infill development - -20.'~' '--2.2 .........0- 5 13: 19 0.94 1.46 bluff areas 92-4 ............................ PUD Meadows at Longacres 9 ~ i ~_tS_U D; :T rte ~_e_ i_~-~ i'~-g_~ - 91-,3_P_qD__W_illow Ridge .......... 3.0._3. ..... ,~._ . 8.3_9 ...... 0_ 17.91. 37 1.22 2.07 large wetland 92-1 SUB Stone Creek 81. 10.04 0.96 8 62 141; "-i]7'4" 2.2Y 'tree !~r~i~,~t~7~-~l~Sds ...................... 9~?t~, ~!~l~--it~-iii~n A-ddi-tio~ .............. -9-- - ~':i~ ..... 0.9 - 0 ..... ~.-3- iY- "~189 '--- ~.~ .................................... Creek Estates 92-5 SUB Bluff ....................... ~.4-5- 7.~- 'q'~..~"" 0- '3~.85 ..... -78 .... 'Ii2Y ' '~.'30 .................... : --- 93-3 p U~D_ _W_o od s_ ~_t_Lo n_g_a c r e_s ................................................................................................. 93-6 pU_D___Sp.ringfield ........... 80:8 ..... 20.2 0,5 5.3 54.8 134 1.66 2.45 ................................................................... 95-3_S_UB _La_ke L_u_cy Esta~tes _ . _ .1_6:_36. _ 2,08. _4.86_ ..... o. 9.42. . _1_7- _1.:04 .... 1_,80 _natur_al_w_e!land_s_, tqp0graphy, .r_edon~ 19~98 . _ 95-20 SUB Knob Hilt 8.35 1.1 0,66 0 6.59 12. 1:44 . . 1.86 .v_/e. tland- ........................... 95-21'-i..SUB-iDempsey ..... Additionl '.. ' i "~.11- ~.04' - 0.9(~' ' 0 4~i" 7. 1.36 ' 1.70 wetland __ 95-22 SUB The Frontier 8.9 0- 8.61- 9 1101 1.05.-Bi~fi.~.r~ ii_~[t~ 8~v~10~m~-- . ' . _ 96-~ SUB ~Q~k-Ridg~ of__La~e Mi~ewasht_a~ -'11.81 0' 9'.7' 23' 1.95 2.37 . 96-3 SUB Slather Addition 1.22 0' 1.22' 2- i.64 1.64 -infill'de-~lo-p-m~nt ' 96-4 SUB Melody Hill 4,57 0 3.84 10 2.10 2.60 infill development 96-7 SUB Arundel 1.32 0 1.32 2 1,52 1.52 infill development 96-8 SUB Rice Lake Manor Estates 7.06 0 5.82 2 0,28 0.34 infill development 96-9 SUB Rook Place 1.08 ~ 1.08 2 1.85 1.85 infill development 96-15 SUB Black Walnut Acres 3.28 0 3.28 1 0.30 0.30 infill development 96-18 SUB Song Addition 8.3 0 6.55 1 0.12 0.15 infill development 97-1 SUB Highover Addition 48.99 0 32.33 54 1.10 1.67 steep slopes, trees, wetlands SUBTOTAL 962.95 31.45 651.65 1,244 PERCENT 3% 68% AVG 1.29 MULTI-FAMILY 94-5 PUD Mission Hills/Multi-family 47.18 94-18 PUD Autumn Ridge 28.13. 92-3 PUD Oak Pond/Oak Hills 24.19 94-7 SP Prairie Creek Townhomes 4.6 87-3 PUD Powers Place 9.7 95-7 SP Lake Susan Hills Townhomes 7.29 95-8 SP C~'~tennial Hills 2.2 95-1 PUD ~orth Bay 52.1 96-3 PUD ~Townhomes at Creekside ; 7.03; '96-4 PUD Walnut Grove 49.8 SUBTOTAL~ 232,22 PERCENT: TOTALS 1195.17 PERCENT 0.09' '0.2' 2.'1'- 0' .... 0 0 0.73 0 0 0 0 1,24 0 0 0 0 0 1.75 13.83 2.83 139.67 140.18 15% 15% 11.6 5.87 4.29 0 2.O9 1.8 0 0 0 0 0 0 0 0 2.92 8,66 2.18 1 6.81 0.2 29.89 17.53 13% 8% 169.56 157.71 14%, 13% 0 29.71 208 4.41 O' 23.84 140 4.98 0 20.3 147 6,08 0 4.6 24 5.22 0 9.7 48 4.95 0 7.29 34 4,66 0 2.2 65 29.55 26.38 14.14 76 1,46 0.21 3.64 25 3.56 0 42.79 247 4.96 26.59 158.21 1,014 , 11% 68% AVG 4,37 58.04 809,86 2,258 5% 68% AVG 1.91 7,00 5,87 7.24 5,22 4.95 4.66 29.55 5.37 6,87 City required preservation of Bluff Creek · 5.77 corridor/large setbacks from Bluff Creek 6,41 1.89 2.79 ~ ~ o~ ~ ~ ~ ~ ooooooo ~o~ooooo~ ' oooooooooooooooooo/oooooooooooooo o oooooooooooooooooooooo . .o . .= ~ .... ~ .~o · . . = .~ . .~ .~ ........ ~ .......... ~ . ~ . .o~ .~ . .= .~ .~ Slx'Ooo~dAsnsuoo\Uel~:6 $ 0 0 0 $ 0 '0 0 $ 0 0 ~OL ~Ol 000'lZ9'~$ 0 ~6 .~6 O00'LOG'ZS 0 9S 9£ 000~999$ 66 66 O00'Z~'L$ ~S ~9 000'89Z$ LZ L£ 000'9~£$- ~ 9; 000'0~$ 0 g ~ S 00g'L$ £ 05 05 . _ ~L ! ~~L 000'£L~'~$ ~t OJ ~L O00'~L'~$LL O~ LL OOO'ZgZ'~ O00'9~L'Gt $ 000'~99'E$ ~ jo .o o [o 0 0 $[05 0 0 ooo'~s~'s ~ I~ 6 . Z~ O00'~Z~$ ~ ~ ~ 000'0~$ v ' ~ ~ 00000£$ Z L O00'ZO~'~ $ ~9 ~9 Z9 O00'OLC'~ ] O!.QL OL O00'L6Z'L$ 8 ' 9 8 O00'GZ8'~$ 6 6 6 OOO'LgZ'£$ uo!lenleA~Js---6~ sl!wjad uo~enluA l~ sJ!wJad uo!wnluA s~--~'s-B"~T~]~ uo!lunleA 'sJ!u----'~ ~ sl~lJad uoqunluA 05 I0 0 0 05 le]~o~qnS ' . I'~0 0 '. 0 OS 0 0 0 05 0 0 ' 0 . ~'~ [ ~3H.1.0 [ , , $]]IO~ISI]J. OH ' [ ] j I I 'l ' (JO, A'll~VJ ~EIOIN EtO (J I ' I-' . t0, AqII61VJ (;~ gL, gL 000'96£'~S 6 6 6 OO0'~Zg'Z$ : L~ QBNOVI~Q JS t ] ~ t- leguap~so~ L ~OUVR xuvn~a3~ ' , .....A,U~Q~E~' ........ ~.OIgLIL 000;~ v/vel illAl~3d ONK]-IIn8 SlX'O0 o~dAsnsu ao\ueldV § I,O/g I. II. 000~ VIVO .LllN~=ld ONlO'llnEI .. · ., Report-to the-- 1~. ~nnesota LegiSlature. z~ 1V[etropOlitan CoUnci ~ .lmproue t'c:qional co~tpctl'tiucncss itl o olol)cll On Affordable and-:':- Life-CYcle H°using' ' ... In the %yin Cities Metropolitan Area : · .,, ~ ',:...-, ..... : .:. December 1999 .... · -~" . .. -. · . -; .. ,-:..'.-,' .':,C: ...::.' .:i',!--.'ii':~. · .. : .'.' .-."_'v.'., ..'..,' ,. '.':'..-'¢;, ' . . . '- ':" . ~': - !': · ; '" ·' ', - ' ~,.' ' ." ',.: . '.'.. · . . :' . -... . ... . . · ' ., , · . ': . :. ......:,,: . ..' . . :,' ".,i.:.., . ..: .. :.-:.,:.~ :',,;,,.: ' · ' ' ' i"., , -',''> :' .t,,'~: · ':" :'". -' .' '.-.:: :..1 ' '.:; ',:, .~2: '.':: :.'.'::).~:-:'~-.,~' .. .. . . '... , ·. : , . .. . ... ~.~,~ Introduction This is the fourth in a series of reports designed to fulfill the charge given to the Metropolitan Council by the Minnesota Legislature in the 1995 Livable Communities Act. The legislation states: The Metropolitan Council shall present to the legislature.., a comprehensive report card.on affordable and life-cycle housing in each municipality in the metropolitan area. The report must include information on government, nonprofit and marketplace efforts. The goal of the Livable Communities Act (LCA) is to stimula~te housing, economic and community development in the seven-county metropolitan area. The LCA authorizes the Metropolitan Council to levy funds to: create affordable housing; promote redevelopment through cleaning up polluted sites; and to develop compact, high-density neighborhoods that are both pedestrian and transit- friendly to local residents. Community participation in Livable Communities is voluntary. The three requirements for LCA funding eligibility are 1)that communities elect to participate 2)that communities negotiate affordable and life- cycle housing goals w/th the Council, and 3)that they agree to make expenditures (determined by a formula) toward implementing their local housing goals. In 1996 and 1997, the Metropolitan Council distributed $24.5 million to cities with projects designed to meet LCA goals. An additional $1.1.6 million in 1998 was awarded in 27 LCA grants; 10 to clean up polluted sites, 10 for economic and community development, and 7 to construct and rehabilitate affordable housing. The goals set forth in the Livable Communities Act are consistent with the Council's development and redevelopment policies contained in the Regional Blueprint. Blueprint policies such as "fostering expansion of life-cycle housing opportunities and housing choices for lower-income people" and "building strong communities by lessening the concentration of poverty, through broadening economic and housing opportunities" share very similar objectives with Livable Communities goals. To assess the impact of Regional Blueprint policies, the Council has monitored the region's progress toward providing a diverse mix of housing types and values. The additional information collected to fulfill the Council's LCA legislative obligation is very valuable to Council housing market analysis. The first LCA "report card," completed in 1996, detailed the CounciFs plan for long-term housing monitoring and provided historical housing and household trends for the region. In 1997 and 1998, the report analyzed results from the Council's LCA community surveys, including information on annual housing production and data on local participation in federal, state and local housing programs. The response rates to the Council's 1997 and 1998 LCA surveys ~vere high, with about 75% of communities responding in both years. A similar approach netted 143 returned surveys (of 186 communities) in 1999, with 96 of the 101 LCA participants reporting. Each annual survey requested data for the prex5ous calendar year, for instance, the 1999 survey asked for residential construction information for January through December 1998. The 1999 report includes three-year summaries of affordable housing construction for the respondent communities, analysis of ge,neral housing production trends for the 1990s and expanded appendic.es of housing indicators. Results from a local attitudinal survey that address affordable housing issues are also discussed. It continues to be important to recognize that the housing market is most objectively analyzed by viewing long-term trends. Information for 1996-1998 on production of affordable housing is insufficient evidence on which to judge a community's efforts toward reaching housing goals. Residential construction for these years may portray a totally different picture than activity for the first five years of the decade--years when no affordability data was collected. In 1998, 101 communities participated in the LCA and collectively established goals that if met would add 68,553 ownership and 12,885 affordable rental units to the regional housing stock by the year 2010. Cities that are working toward these goals built 9,526 owner-occupied units and 1,153 new renter-occupied units in the past three years. At these current rates, these cities will meet about two-thirds of their goals by 2010. Some cities that continue to contribute affordable housing to the region already have a diverse mix of housing and have established goals to maintain the housing mix. Others have chosen not to participate in LCA. When all new affordable housing in the region is included, regardless of LCA participation, construction at current rates would result in approximately 12,700 fewer owner units and 3,850 fewer rental units than negotiated by 2010. The need for more affordable housing in the metro area continues. Until Census data is analyzed from the nationwide count next year, the extent of the shortage cannot accurately and precisely be measured. However, data from regional housing agencies and the Council's own research point to an urgent need for safe, affordable shelter in -the region. The Metro HRA has a waiting list of 5,054 households that need rental subsidies because they pay more than they can afford for housing. As the apartment market in the region continues to tighten, fewer affordable units are available, and these waiting lists for subsidies may grow in size. Overall rental vacancies now hover around 2%; vacancy rates of 5 percent represent a healthy market. In 1998, regional homeless shelters nightly served about 4,600 persons who had no permanent place to live. Half of these people were children. Last year, approximately 580 homeless people were turned away from shelters every night, representing a 50% increase over the year before. Statistics also show that more than half of the homeless persons turned atvav were children. Dwindling supplies of affordable rental units, fewer funding dollars available to assist low-income renting families and growing numbers of homeless all clearly point to shortages that must be addressed. The housing market drives the production of ne~v units, and it is important to note that despite the best intentions of local governments, the implementation of affordable and life-cycle housing objectives operates within the context of the housing market. Many of the region's communities have made significant progress toward achieving Livable Commun'ties goals. This report highlights the positive strides made so far and also identifies places where it appears increased effort is needed. 2 Baclr~round Provisions of the Law The Metropolitan Council is re'quired to report to the Minnesota Legislature on the progress made by metro area communities toward providing affordable and life-cycle housing. The Metropolitan Livable Communities Act states in Article 1, Section 5, Subdi.vision 10 that: "The Metropolitan Council shalt present to the legislature and release to the public by November 15, 1996, and each year thereafter a comprehensive report card on affordable and life-cycle housing in each municipality in the metropolitan area. The report card must include information on government, nonprofit and marketplace efforts.' Definitions of life-cycle and affordable housing For a community to have adequate life-cycle housing it must have enough variety in its housing stock to support the physical needs and fit the financial resources of residents throughout their lives. Life-cycle housing includes rental units for young people setting up their' first household, starter homes for first- time homebuyers, move-up units to accommodate households as they earn higher incomes and add more members, relatively carefree units for empty nesters and retirees, and supportive environments for the elderly. The metro area encompasses a wide variety of communitiesmpoised at various stages of development, and with characteristics ranging from densely populated" urban landscapes to rural, agricultural areas. Although some communities are too small to provide a wide variety of housing types--each is encouraged by the Council to consider their unique, long-term housing needs. The goal is to allow residents to remain in or near their home community as they move through all phases of their lives. Defining and measuring housing affordability for this report involves many factors. The Council draws on many resources to define this term in various facets of its work. The Census Bureau and federal housing subsidy standards define a housing unit as affordable if residents living within pay 30% or less of their combined household income on housing costs. Council analysis on decennial Census data categorizes units based on this definition. The Council depends on data compiled by the Department of Housing and Urban Development, current mortgage eligibility guidelines and rental assistance guidelines in setting the affordability limits used in the housing needs and production sections of this report. These measures are the criteria used for LCA affordability determinations. :. For an ownership unit built in 1998 to be affordable it must have had a selling -' price of S 128,000 or less. This definition assumes that a family or non-family household earning 80% of the region's median family income in 1998 could afford payments, property taxes and related housing costs without spending more than 30% of their income. The median family income for 1998 was $60,800; 80% of the median was $48,640. 3 Because most home ownership assistance programs are ta6,geted to households at or below 80% of median income, this is the maximum income allowed in determining affordability. Since rental development and assistance programs are chiefly targeted to households at or below 50% of the area median income ($30,400), the Council has called "affordable," rents and utility costs that do not exceed 30 percent of this income on a monthly basis. Affordable rents vary based on numbers of bedrooms in units. For efficiency units the rents must be below $532, for one- bedroom units, below $607, two-bedroom units, below $760 and for three-or- more bedroom units, below $821 per month. The LCA survey also asks communities to report on the number of nexv housing units for owners that are affordable to households earning 50% of the area median family income. The income measures for 1998 are: · Median family income $60,800 · 80% of median $48,640 · 50% of median $30,400 Data sources and definitions The Council collects information from various sources on housing sales and values for both ex/sting homes and new residential units. These sources provide a good picture of overall regional housing activity. Rather than new units, it is often sales of existing homes that create the most opportunity for ownership among low-income households. This report includes information from the Minnesota Department of Revenue both on sale prices and property tax values of existing owner-occupied units in most of the region's communities. Both indicators express directional movements in the value of the region's housing stock. These sources flag areas where existing units are becoming more affordable, but at the same time max' signal loss of intrinsic housing value in some neighborhoods. While useful for monitoring change, the value of oxwner-occupied housing is not a helpful measure of monthly costs to homeowners. Unlike set rents, homeoxvner costs depend on many factors beside the price of the home, factors such as, size of dow-n payment, mortgage interest rates, utilities, property taxes based on location, etc.; Long-time residents may have completed mortgage payments and are required to pay utilities and property taxes only, Sales data for e.'dsting owner-occupied homes is available from two sources. This report includes information from both the Department of Revenue (mentioned above) and the Multiple Listing Service. Department of Revenue data represents the sales that occurred in the first three quarters of 1998; the MLS listings are annual totals. These sources allow for reporting on overall market activity, not just nexv housing activity. The Council's. Role in Housin~ Monitoring The Metropolitan Council has collected and analyzed.information aboUt the region's housing market for decades. Throughout the years, several hot/sing studies have been completed to direct policy decisions made by the Council itself and external policymakers, as well as to meet legislative requirements. Although the detail that i.s now being collected to meet LCA expectations is new, Council researchers have kept track of the number and mix of housing units in cities and townships since the Metropolitan Planning Commission began. Approach to LCA reporting The Council's approach to the legislative directive for an annual "report card" includes a regional context, reporting on affordable units produced in each of the last three years and on local government use of federal, state and local funding programs. Responses to the first LCA survey of communities resulted in a sufficient return rate to continue this means of data collection for all three LCA years. In 1999, (data for January through December, 1998) 143 or 76% of municipalities reported. Of the 101 participants in LCA, 96 returned surveys. Some cities and townships have chosen not to respond to the LCA survey at all and others reported in one or two years. Regional, policy area and sector analysis in the report is hampered by this partial reporting. Although the Council is required to report on progress toward LCA goals for every community in the region, local governments are not required to provide information to the Council. The three-year summaries of community building trends are snapshots in time; they obviously cannot reflect efforts made in the first half of the decade or in years prior to that. Again, the LCA progress and success will be most meaningfully assessed with many years of information to analyze. This reporting must reflect the fact that implementation of housing objectives happens slowly and operates within the context of housing market conditions that are not always favorable. All communities in the metro area are required by legislation to have current comprehensive plans submitted to the Council for review within the next year. The 1976 Land Planning Act gave the Council its original plan review authority. The act also included the provision that each comprehensive plan must include a housing element, detailing the community's vision for a diversity of housing. Many of the housing programs and planning strategies that cities will use to promote affordable housing will be addressed in the comprehensive plans. The Council continues to give priority in the distribution of state and federal grant funds to local governments that are planning for affordable and life-cycle housing. Methodology change for the 1999 report Respondents to all LCA surveys have been asked to' estimate numbers of new affordable units in their community. While some are able to provide firm sale prices of units, others cannot. Because building permit valuations are readily available, many cities determine affordability of new housing units based on these values. Building permit values often exclude the pr/ce of the lot and finishing costs, such as landscaping, wall and floor coverings. Affordable owner units reported for 1998 have been adjusted to include an average lot cost where affordability determinations were based on building permit valuations. These adjusted values better reflect actual selling prices of new homes. Numbers of affordable units reported by cities and townships for 1996 and 1997 have been included, without adjustments. ... Council's Role in Administering the LCA Fund In addition to submitting an annual report card to the Legislature, the Council also has responsibility for administering the LCA fund. The fund includes three accounts' · The Tax Base Revitalization Account (TRBA) helps cities pay for cleanup of polluted land so that they can make it available for commercial and industrial development. · The Livable Communities Demonstration Account (LCDA) funds projects that demonstrate efficient use of land and sen'ices. These are achieved through more compact,' high-density, transit-or-pedestrian-oriented development. Projects need to show a mLx of residential and commercial buildings, as well as a range of housing types and values. · The Local Housing Incentive Account (LHIA) helps cities expand life-cycle and affordable housing in the region by awarding grants to projects producing units that are affordable to lower income residents. In administering all three of the LCA funds, the Council relies on interagency and community participation in determining which projects will be funded, A 15-member advisory committee with expertise in many fields, including development and redevelopment, finance, transportation, urban design and local government provides the scrutiny needed to ensure that LCDA-funded projects meet the objectives of the LCA program. The Council administers the LHIA account with MHIG, an organization of housing funders. The TRBA program is coordinated with DTED and projects are reviewed by the MPCA to verify that cleanup is necessary and Mll be completed in a cost-effective manner. The Council awarded $11,611,765 in grants from the LCA fund in 1998. Monies were taken from tax levies, and supplemented by 1996-97 carryover, accrued interest on accounts and from previously funded projects that were completed under budget. During the three years of the fund's operation, grants were awarded for the following: , T&x Base RevitaJization Account: 38 grants in 13 communities totaling almost S20 million--used to clearon up 506 acres of land. · Livable Communities Demonstration Account: 28 grants, amounting to S13.5 million, given to 17 communities and to two multi-city coalitions. '} · Local Housing Incentive Account: 18 grants awarded to 14 commUnitieS for affordable suburban housing, totaling $2.8 million. ' ' ": '~ ~;"- ~' ~'~'"::'" The TBRA funds will assist with the cleanup and reuse of brownfields in Minneapolis, St. Paul, Bloomington, Brooklyn Center, Robbinsdale, Shoreview and West St. Paul. These economic development projects are projected to provide almost 4,500 jobs paying average hourly wages of $13, increase net tax capacity by $4.2 million. The LCDA grants funded projects that provided rehabilitated and new housing at prices, affordable to a range of moderate to low-income households. Additional funding assisted with jobs-housing-transportation links, stabilization of neighborhoods, and revitalization of commercial corridors in older communities such as Columbia Heights, St. Louis Park, Brooklyn Center, Crystal, New Hope, and Robbinsdale. The Local Housing Incentives Account (LHIA) monies will directly result in more affordable rental housing in the suburbs. A total of. 590 units, including both townhouse and apartment units, will be available to households at the lower end of the income spectrum. The projects funded through these accounts xx~ill provide; 1200 new or rehabilitated suburban housing units to households at or below 80% of the area's median income. About half of these units are designated for renting families earning household incomes of $18,240 to $30,400 for a family of four (1998 dollars). Metro HRA--Council's Additional Role in Housing The Metropolitan Housing and Redevelopment Authority administers abOut $30 million in federal funds and $2.5 million of state, county and local government funds. These funds are used to assist some of the region's poorest households with rent subsidies. The HRA administers housing assistance programs for approximately 4,800 households in over 100 metro communities in suburban Anoka, Carver, Hennepin and Ramsey Counties. It provides federally funded Section 8 certificates and vouchers paying a partial rent subsidy directly to property owners. An additional 700 households are served by the HRA through a variety of other federal, state and locally funded rent subsidy programs. These include emergency housing expenses and home improvement loans. Through the Metropolitan Housing Options Program, some Section 8 recipients also have the opportunity to relocate from areas severely impacted by poverty to neighborhoods that might have better employment and educational opportunities. Families are targeted for the MHOP program because they live in the areas of pervasive poverty identified bv the Hollman decree. The Council continues to work with the Familv Housing Fund, local housing authorities, state and federal housing agencies and others to implement the 1995 Hollman agreement. The goal is to disperse the concentration of low-inc0m~; .......... public housing in some areas of the City of Minneapolis, by locating simil~'Units -.- throughout the region. ~ ..... Operating reserves from Section 8 are used to provide cities, counties and housing agencies within the area with three-year, no interest loans to acquire, rehabilitate or construct permanent housing. Approximately $500,000 is available annually. National Affordable Housint~ Needs Solving the nation's affordable housing shortage is a top priority on the agendas of many policymakers. The Department of Housing and Urban Development (HUD) reports that the ava/lability of affordable homes and apartment units is declining as the numbers of low-income households grow. HUD analysis of The American Housing Survey (conducted in large metro areas between 1993 and 1997) indicates that there were only four affordable ~-ental units available nationally for every ten poor renter-households. A report entitled In Search of Shelter: The Growing Shortage of Affordable Rental Housing by the Center on Budget and Policy Priorities includes a/arming statistics also taken from The American Housing Surv'ey data. By 1995, 8 of 10 renters with incomes below the federal poverty line faced housing costs that exceeded 30 percent of their income. About three-fifths of all poor renters--and more than 40 percent of working poor renters--spent more than half of their income on rent and utilities in 1995. · The gap between the number of low-income renters and the number of rental units affordable to them was xxsder in 1995 than at any point since comparable data first began to be collected. ° Families receiving subsidies to rent units on the private market in 1995 and 1996 wa/ted an average of two 5'ears to receive these subsidies. Many affordable housing analyses agree that the shortage of affordable housing is one of the most serious problems that poor households face. As the numbers of low-income households grow, fewer will be able to make use of the smaller numbers of rental programs and subsidies available. And as housing costs grow, more and more of these households will be forced to live in homes and apartments that cost too much. Estimated Rel~ional Affordable Housing Need The Tkvin Cities metro area faces similar hurdles in providing affordable housing for its residents as other large metro areas in the nation. Many of the national statistics shoxw~ above are also true of this region. Metropolitan Council housing policy focuses on providing affordable housing to those who need it most--those households in the region x~4th loxv and moderate incomes. The Census Bureau and federal housing subsidy standards define a home as affordable if residents pay 30% or less of the total household income for housing costs. Paying higher percentages leave families x~4thout enough money to pay for other necessities. Analysis of regional housing trends after the 1990 Census clarified the severity of the housing cost burdens shouldered by low-income households. Results pointed out the following: Renter Needs/Goals/Projected Results ~2o,0oo ............................................................................................................... ; 97,000 in need* 80,000 '. ............ i ....................................................... : ............. 60,000 ............. 40,000 ............... ...1990 ............................................................ households in need* ~o,ooo .............. ' ..................................... ,~:':,'::: ....... --"/2'°"~'°'g'°'~s 9,030 20 I0 projected results *Households earning 50% or less of median income paying over 30% o fincome for housing costs. Owner Needs/Goals/Proj ected Results I00,000 .............................................................................................................. 40,000 ........ 20,000 .... 1990 househo Ids 2010 projected in need* res ults ............ *Households earning 80% or less of median income pa3ing over 305'0 o fincome for housing costs. 9 1 990 Census Data Twin Cities Metropolitan Area Owner and Renter Households Paying 30% or More of Income for Housing Total households Owner 88,412 households ;(17%) 508,~7)85 · Renter households ~ (4o%) , 279,405 788,090 1990 Census Data Twin Cities Metropolitan Area Owner and Renter Households Earning $20,000 or Less and Paying 30% or More of Income for Housin(, T ota I households Owner households ~_~ 29,032 (6%) ;!788,090 ,. I: ,. 5O 8,685 Renter households (34%) 279,485 0 200 400 600 800 1000 0 200 400 600 800 1000 · Forty-seven percent of households at 80% or less of median hOusehold income (162,122)were housing-cost burdened. ~- · Three-fourths of households at about 50% or less of median household income (124,878) paid too much for housing. · Four out of five of the poorest renter households paid more than 30% of their incomes (48,323) for housing, as did 71% (13,495)of poor homeowners. If the 1990 ratios remained the same in 1998, it is estimated that 186,800 owners and renters households earning less than $48,320 (80% of median), had to pay too much for their shelter. These estimates indicate that about one in five of all regional households live in homes that are not affordable to them. If the region is following national patterns during the 1990s, it is likely that the percentage of households with low-incomes in the region did not stay the same, but rather rose significantly. Also, even though the Metro HRA is able to assist approximately 4,800 low- income clients in the 100 communities it serves, 5,054 low-income households that need help paying their rent remain on the. HRA waiting list. Snapshot of Regional Progress toward 2010 Negotiated Goals The following summary of affordable housing progress is compiled annually by the Research staff for use at meetings and in other discussions of affordable housing issues. It is included in this report as an overview of the subsequent sections. Livable Communities Summary Data The metro area communities responding to the Council's LCA survey reported permits issued for 12,817 new units in 1998, or about 77 percent of all units permitted (16,627) in the region. Of the 12,817 units included in LCA responses, 4,172 met the affordability criteria set for Livable Communities. These units include 495 (46 percent) of the 1,083 rental units constructed and 3,677 (31 percent) of units intended for owners (11,734). In addition, there were 16,112 mobile homes located in the metro area as of April i, 1998. The following table includes numbers of new affordable units reported in LCA surveys from 1996 to 1998. Afford- New New New Projected 2010 goals able units units units 2010 (avg (negotiated hsg 1996 1997 1998 1996-98) in 1997) Oxvner 4,116' 3,417' 3,677'* 56,050 68,553 Renter 788 523 495 9,030 12,885 *The majority of these units were deemed affordable from building permit valuations. These values for owner-occupied units often don't include lot values and finishing costs. **Affordable owner units reported in 1998 have been adjusted to include an average lot cost where affordabiliD' determinations were based on building permit valuations. These adjusted values better reflect actual selling prices of new homes. Cities that have negotiated LCA affordable housing goals that they are still working toward have produced affordable units as shown below. · 11 Totals may not be complete because some of the communities with negotiated housing goals did not report numbers of new affordable units produced in 1998. Affordable New New New Projected 2010 goals housing units units units 2010(from (negotiated units 1996 1997 1998 avg 1996- in 1997) 98) Owner 3,436* 2,941' 3,190'* 47,835 68,553 Renter 513 310 312 5,670 12,885 Sixty percent of the region's approximately 1,041,000 housing units are single- family, detached homes. From 1996 through the end of 1998, 62% of all new construction was in the single-family, detached market, down from 72% between 1990 and 1995. Life-cycle housing Single- family, det Other types of units 1996 units 1997 units 1998 units Projected [ Projected permitted permitted permitted 2000-~ 2010- 2010 2020 65% 60% 61% 53% 50% 35% 40% 39% 47% 50% Location of development of affordable housin~ units (see map of policy area boundaries on page 36.) · In 1998, 77% of new affordable ownership units were built in the developing suburbs (2,820 of 3,677 units), up a bit from 74% in 1997. Eighty percent of all new ownership units were constructed in the developing suburbs in 1998. · More than half of ownership units produced in the Fully Developed Area (including the central cities) met affordability standards for the LCA (239 of 467 units). The affordability limit for ownership housing in 1998 was $128,000. · 46% of new regional rental units constructed in 1998 met affordability criteria. Actual numbers of ne~v affordable apartment units built in 1998 were down from the two previous years. · Over 72% of affordable multifamily units were located in the developing suburbs (357 of 495 units). --39% of units in the FDA were affordable ( 120 units of 310) -- 100% of units in the Freestanding Growth Centers/RTC's (18 units) --47% of units in the Developing Suburbs (357 of 755) Units demolished in 1998 The Council monitors demolition of residential units that have been abandoned, burned, lost through natural disasters, cleared for redevelopment projects or taken down because of physical deterioration. About five percent of residential demolitions occur follo~ving natural disasters. Most of the units that are taken out of the housing stock are assumed to be affordable. · 1,247 residential units were demolished in the region in 1998 according to the Council's residential building permit survev. 12 ~d ~ 53 -- ed !0/0 ¥o · Of these, 617 were single-family, detached .homes and 630 were multifamily units. About two-thirds of all residential demolitions occurred'in the central cities. · About 40 percent of demolitions of single-family homes took place in Minneapolis or St. Paul. Richfield, with 20 units demolished and 8 moved out of the city, led the group of mostly older suburbs with more than ten single-family units removed. · Demolition of multifamily units was heavily concentrated in the central cities. Most of the 262 duplex units demolished were in Minneapolis, and all of the multifamily units were located in the central cities. One suburban apartment unit was damaged by a storm and rebuilt. On the 1998 LCA survey, communities were asked whether demolished units were replaced. Response to this question was not particularly strong, however, those cities that did respond indicated that two-thirds of the units were replaced in 1998. · A large number of units that were taken out in suburban areas were replaced with bigger, more expensive units. · 106 of the 413 reported single-family demolitions :vere replaced with housing that remained affordable to households earning 80% of median income. That only one-fourth of units removed continued to be affordable after rebuilding may be of concern to communities striving to retain a good mix of affordable housing within their borders. Communities were also asked to indicate xvhere-the requests for demolition originated. For about half of the units, private parties initiated the permit, 36percent were ordered by official city or township action and 11 percent were removed by order of another governmental unit. Community Efforts Promotinl~ Affordable and Life-cycle Housin~ {This section includes information on LCA respondents only, including data from Minnesota Housing Finance Agency) Program participation · Combined information indicates over $174.2 million in housing expenditures in the metro area in 1998 · Of that total, 66.1 percent (or $114 million) was spent on homeownership assistance. · Almost $96.5 million was devoted to first-time homeowanership opportunities Communities were also asked to report on new planning and zoning efforts made to facilitate affordable and life-cycle housing during 1998. · Density bonuses--12 communities · Land cost write-downs--17 communities i~_. 13 Production of affordable unitsm3-year totals (see footnotes below} Regional goals and production levels of affordable units 1996-1998 Affordable New units New units New units Projected 2010 housing reported in reported in reported in through goals units 1996 1997 1998 2010(from (negoti avg 1996- ated in 1998 1997) units) Owner 4,116' 3,417' 3,677** 56,050 68,553 Renter 788 523 4951 9,030 12,885 *The majority of these units ~vere deemed affordable from building permit valuations. These values for owner-occupied units often don't include lot values and finishing costs. **Affordable owner units reported in 1998 have been adjusted to include an average lot cost where affordability determinations were based on building permit valuations. These adjusted values better reflect actual selling prices of new homes. Participants in LCA have negotiated the addition of 81,438 affordable units for the region by the year 2010. If the same level of production of the last three years continues, the region would experience a 16,500 unit shortfall of the negotiated goals. Production of affordable renter-occupied housing Production of affordable rental units will have to pick up substantially in the coming years to meet 2010 affordable rental housing goals. After several sluggish years, multifamily construction brightened somewhat 1998. For affordable rental units, however, 1998 was the slowest of LCA years. If the three-year trend continues until 2010, an additional 3,855 affordable rental units would be needed to reach the negotiated goals. Annual construction of about 860 units per year was projected from 1995 to 2010 to result in the negotiated goal of 12,885 new affordable units. Multifamily building in the 1990s has not come close to the levels of the 1970s and 1980s. In both decades about 61,600 new apartment units were added to the region's housing stock. Demographics partially explain the vigorous apartment market of these years -- when a large contingent of babyboomers were starting their own households by leaving their parents homes and moving into apartments. Multifamily construction incentives that were prevalent in the 1970's and through much of the 1980's are no longer available. An estimated 26,000 multifarnily units will be built in the 1990s. Current apartment vacancy rates are veu~ low--at about 2.5%--indicating a very tight rental market. These rates have persisted for several years--perhaps spurring the upswing in multifamily building in 1998. The good news in 1998 is that about 46% of all rental units reported in LCA surveys were affordable; the bad news is that with 495 new units, the region put in the fewest low cost rental units of the LCA years. Three of the region's cities have produced more than 100 affordable rental units since LCA reporting began, They are; Minneapolis adding 243, Minnetonka, 158 units, and Coon Rapids, 1 18. " 14 Production of affordable owner-occUpied housing.: Housing market conditions in the last three years have been very favorable for the construction of ownership housing of all types. Mortgage interest rates have been so attractive that households earning lower incomes have been able to enter the ownership market for the first time, and owners hoping to move into larger units can do so. Many in the babyboom population are still in the "moving up" phase of their lives. These factors have fueled the growth of the single-family sector of the market throughout the ~990s. The top ten cities (shown below) permitting affordable owner housing between 1996 and 1998 built a little over half of all affordable units constructed during LCA years. In total, 11,210 new affordable single-family, townhouse and condOminium units were produced. Woodbury's performance in affordable owner-occupied unit construction outpaced the nearest contender by 426 units for the three LCA years. Top ten cities in addition of affordable o~mer hOusing Woodbury 1,425 Shakopee 999 Farmington 603 Coon Rapids 586 Burnsville 557 Eden Prairie 485 Inver Grove Heights 366 Eagan 355 Cottage Grove 302 Maple Grove 281 Affordable units added by policy planning area (map of policy areas on page 36) LCA participants in the Developing Suburbs have negotiated the addition of 50,515 affordable owner and 9,910 rental units by 2010, representing about 87% of total negotiated LCA goals. In these first three years of reporting, the Developing Suburbs have added 9,526 new affordable units, 1,289 apartments and 8,237 homes for owners. Seventy-one and seventy-three percent of affordable rental and owner units respectively, have been located in these suburbs from 1996-1998. These counts represent units added in all developing suburbs, regardless of their participation in LCA. The central cities and most fully developed suburbs have an adequate mix of both life-cycle and affordable units. Most negotiated goals to preserve existing affordable housing rather than production goals. Nonetheless, in the Fully Developed Area (central cities and fully developed suburbs) 54% of rental housing constructed from 1996-1998 met affordability standards. About 43% of'-.new owner-occupied homes ~vere affordable--in the FDA, additions of higher priced housing can actually represent movement toxvard more stable, diverse neighborhoods. Minnesota Association of County Social Service Administrators Legislative Subcommittee on Housing Report on A£¢ordab[e Housing Report Issued April, 2000 MACSSA Legislative Subcommittee on Housing Report on Affordable Housing Table of Contents Executive Summary/Options for Response Page 2 Social and Economic Costs of the Affordable Housing Shortage Page 4 Who is Affected by the Lack of Affordable Housing? Page 8 How Did We Get in This Situation? Page 12 Response Needed Page 19 Endnotes Page 23 Appendix A: Federal Government's Role in Affordable Housing Page 26 Appendix B: Results of Survey of County Social Services Directors Page 28 Appendix C: Committee Membership and Resources Page 31 Executive Summary The lack of affordable housing in Minnesota has reached crisis proportions in many parts of the state. Everyone is affected by this shortage as it is an economic development issue, a family stability issue and a social welfare issue. Not taking action to alleviate the affordable housing shortage will cost public entities in laggirig economic vitality in their communities, overall decreased productivity of citizens, increased social services and decreased educational achievement. All sectors are touched by the shortage of affordable housing. The affordable housing shortage produces impacts on local units of government, the business community and all citizens. One analysis showed that providing housing options and community supports could reduce public sector costs by 52% per year. Businesses are having difficulty hiring and retaining workers in Iow-skill or entry-level positions because of the lack of affordable housing near the jobs. Children's health and education suffer when families lack stable, affordable housing. Wages and housing prices are disconnected causing market failure.' Working a full-time job, even with two low-end salaries, is often not enough to pay average rents in many communities, and totally out of reach for home ownership. Over half of job growth in the next few years is expected in jobs paying less than $25,000 per year. Applying the 30% affordable rule leaves $600 per month for - housing (including utilities). The average apartment rent in most communities is over $700 for a two-bedroom unit and over $900 for a three-bedroom apartment. The high costs of private development and building of new homes makes it impossible to build new housing, single-family or multi-family, that meets the needs of today's workers. Estimates reach as high as $15,000 of a home's price being attributed to excess local regulations and fees. The federal government has also virtually abandoned the housing business except to provide vouchers to be used in private developments. The lack of new construction, private or public, ratchets up the cost of existing housing beyond the means most working families. Affordable housing, as defined by the U. S. Department of Housing and Urban Development (HUD) is housing that costs the occupant no more than 30% of their income for gross housing costs, including utilities. At this level, financial crises can be handled and housing sustained whereas at levels higher than 30%, the housing is not sustainable in the long term. ,r What conditions have brought on this problem? The basic problem is one of a lack of housing available at prices affordable to most wage-earners and the mismatch between the median salary levels and the price of either rental housing or home ownership. These conditions are a result of many factors. This study describes the following contributing factors: Increased housing costs for rental and purchased homes Disconnect between average wages of entry-level 'and mid-level jobs and the cost of housing Virtually no federally subsidized housing has been constructed since the mid-1980s which exacerbates the shortage of available affordable housing Extremely Iow vacancy rates for all rental housing which drives up rents. Adding more multi-family housing to the market, even market-rate apartments, is extremely difficult in most communities today. Rising land costs, development fees, land use ordinances and construction costs which increase prices for newly constructed single- family and multi-family homes Political difficulty in siting new affordable housing developments (NIMBY) Lack of connection between the location of jobs and the location of affordable housing coupled with a lack of public transportation between jobs and affordable housing. What should be done? This committee has noted a broad range of solutions that should be considered when seeking to address the shortage of affordable, sustainable housing in Minnesota. The overall theme of these options is that public intervention with powerful incentives is vital to provide affordable housing. The market alone will not meet the challenge of making more housing available to all Minnesotans. Recognize the need for and increase funding to obtain supportive housing services for individuals and families who need either temporary or ongoing services in order to secure and maintain their housing. · A fundamental restructuring needs to occur in order to stimulate new development. Because the scope of providing affordable housing is so large, this development will take the concerted efforts of the public, private, non-profit and foundation sectors to begin to resolve the problem. ,, Because of the high cost of land and building costs, everything possible must be done to maintain and restore the existing supply of affordable housing. · All players need to work together to recognize the extent of the problems caused by a shortage of affordable housing and support efforts to change attitudes which are barriers to increasing its supply. Social and Economic Costs of the Affordable Housing Shortage A broad range of issues, including family stability, health and education of children, as well as communities' economic growth are all affected by the lack of affordable housing which is reaching crisis proportions in many parts of the state. Providing affordable housing options and community supports could reduce public sector costs by 52% per year. A recent survey of county social service directors identified the lack of affordable housing in their communities as contributing to a significant degree to issues of: (Complete survey results are contained in Appendix B.) · Problems with school performance for children · Lack of parental involvement in schools Difficulty securing jobs for welfare-to-work clients · Transportation issues (difficulty getting between home and work) · Poor job retention Larger counties also noted increased or prolonged homelessness of adults and families due to the shortage of affordable housing, increased or prolonged out of home placements of children, emotional/mental health problems 'for children and school attendance problems. One county administrator said, "Families are unable to get out of shelter because there is no affordable housing. The kids can't enroll in their 'home' school, and the parent has a very difficult time getting a job because they are searching for housing. We have noticed a dramatic increase in the number of working adults in the shelter." These social issues are the ones most greatly impacted by the shortage of affordable housing. The lack of stable, affordable housing for families significantly increases costly interventions in their lives by public agencies. Lack of housing can delay transition from welfare to work, force decisions about paying for housing versus food or healthcare and destabilize a family's connections to school and community supports. The most difficult situations cost public agencies in terms of increased use of foster care, medical care and other emergency services. In an analysis conducted by the Family Housing Fund, those families who are most in need of housing options could have costs to the public sector reduced by an average of 52% per year if stable housing along with community supports are provided.~ Therefore, the costs associated with the lack of housing are human and economic while the solutions will need to be devised from a broad coalition of players. Children's Health Problems Attributed to Lack of Affordable Housing As the number of Iow income families lacking safe and affordable housing increases, so does the number of children suffering from asthma, viral infections, anemia, stunted growth and other health problems. In addition, poor families that spend a large percentage of income for rent are at high risk of not having enough money to feed their children, in one study, six times as many children on waiting lists for affordable housing had stunted growth as children whose families had already obtained such housing. Another study found that the growth of babies decreased during the cold wintertime months. Researchers attributed this to many families lacking affordable housing and being forced to spend money on heat instead of food.2 Education Difficulties Trace to Poor Housing Options A lack of affordable housing options increases mobility of children which harms them and their education. According to the Kids Mobility Project, children who move frequently attend school less often and do less well on achievement tests than do children who do not move. This study of grades 1-6 in the Minneapolis Public Schools found that the more moves children make, the lower their average reading scores. Mobility also negatively affects attendance. Attendance is strongly related to achievement. Students with nearly perfect attendance on average had reading scores that were 20 points higher than those who attended _ less than 84% of the time. One of the main recommendations from this study was to develop more safe, quality, affordable housing. A special need was identified for units that are large enough for families with children.3 Shortage of Affordable Housing Has a Major Economic Impact "Communities cannot grow without more affordable housing, but inexpensive housing is almost impossible to build. ,,4 Minnesota is experiencing rapid job growth in many parts of the state. However, most of the job growth is in industries that pay wages that are less than those needed to purchase a new home or rent an apartment at market rates. Because the stock of affordable housing, especially noticeable in Greater Minnesota, is severely limited, employers are finding it difficult to expand or even stabilize their workforce because workers are forced to live great distances from many jobs. According to the Minnesota Department of Economic Security, total employment in Minnesota is projected to increase by over 416,000 jobs between 1996 and 2006. The service sector, the state's largest industry division, is expected to continue to lead job growth by adding 234,000 jobs, more than half of all projected new jobs. Job growth in this area is expected to concentrate in health services, business services, educational services and social services industries. The trade division is expected to add the second-largest number of jobs, 76,000 with employment gains continuing to be the highest in eating and drinking establishments followed by wholesale trade, general merchandise stores and retail stores.5 These service and trade jobs are not high salary areas. Overall, over 50% of the growth in occupations during the 1996-2006 timeframe is expected to be in jobs paying less than $25,000 per year. Applying the 30% affordable rule would allow most of these workers to spend less than $600 per month for housing (including utilities), which is not enough for today's housing market. Current Salary Levels Make Paying. for Housing Difficult In greater Minnesota, the wages are even lower. The average annual salary in 1997 for home health care services workers was $13,210 which leaves $330 per month for housing. A nursing and personal care facilities worker in greater Minnesota made an average of $15,341, or $384 per month for housing. ,As the report from Minnesota Department of Economic Security states, "Both anecdotal evidence and data suggest that nursing assistants are highly needed employees in nursing homes and possibly home health care, but these workers earn less than $8.00 per hour. The jobs may be out there, but there may not be many people able to support themselves and a family on the wages.''e The chart below illustrates the estimated amount needed to support a family of three for housing and other basic needs. It becomes obvious that the wages made by many working Minnesota families is not enough to sustain-these costs, especially for the largest portion of a families income - housing. Estimated Monthly Cost of Living, Family Size of Three (Mother and Two Children) $2,394/month $28,733/year7 Economic Development Issues Affected by the Shortage of Affordable Housing The lack of affordable housing near jobs is now seen as an obstacle that impedes access to or retention of available "low-skill and entry-level openings". This was recognized in a recent study by the Citizens League. "Suburban businesses are having difficulty finding workers, especially for Iow-skill positions, and the lack of affordable housing in suburban communities is widely cited as one of the responsible factors. The end result for employers is poorer service, an inability to fill job orders, and other problems that have a very real impact on the bottom line for businesses. Businesses will have to play a higher-profile leadership role on the issue of affordable housing than they have in the past. This will be especially true in the suburbs, where much of the job growth is occurring, where affordable housing is in very short supply, and where such housing developments often meet intense opposition." 8 Housing is a. Worker Productivity Issue . The Minnesota Department of Economic Security predicts an annual 1.5% growth in employment opportunities through 2006. However, the workforce is onlY expected to grow at 1.2% annually. The combination of full workforce participation, aging of the workforce and continued economic growth will bring moderate to severe shortages in employees. To make up this gap, business are being encouraged to keep and retain workers while finding ways for them to be more productive. Making sure housing is available and affordable for all wage levels is now considered a strategic advantage when competing for employees. Who is Affected by the Lack of Affordable Housing? A mother and father both work at the same company but split shifts to care for their children and to get by with one car. When the car broke down, they made the decision to spend money to repair it so they could maintain their work schedule. But, then they couldn't pay their rent and were threatened with eviction. A housing worker intervened with the landlord to allow them to stay but their future is tenuous. ',; The first year teacher who has to ;; h ;', continue to live with her parents ,I II ,,1 and drives 30 miles to her job,, ',; because she can't afford to rent ;[ an apartment or buy a home in the ~1 II ,, community in which she teaches.,, '1 II The young father trying to make the transition from welfare to work who gets up at 4:00am to ride the bus to his suburban job that pays too little to afford housing in the area. ii The mother of four children who owns her own mobile home but is ii :: .%. ..., ii evicted from the mobile home community because the neighbors ii don't like the behavior of her children. Because there are so few il appropriately sized apartments vacant in the district where her il children attend school, the older two live with aunts and uncles in !~ :: ii the district while she and the younger two children spend three ii months in a shelter until an apartment can be found for all five of ii them. Because of the trailer park issues, an apartment is retained il only through the efforts of a county supportive housing unit which :: ii negotiates with the landlord. '* il .'-'~ ,'i ~;-'.' ~ .' '-.' :.' .': 1 I'-1 ~ .' :~-'~ | .%'-' ,"--' ,','I 1 ~:-'-' ,'-''-' 11-* '.~-' .%'I-' ~.' .'.'-%' ~ ,' ,' I*%' ~ | ,"-,%' 1-' ,' *' |-' .'-' .' ,' '-,%' ."-.'-' .'-' | 1 *'-'-' *'-* | '-.' |-' .'.%'' .'-%'.' I| | | | .' .'-%*-%'-' .' ,'*%'-'-' .'-"-%' .%' '-'-', .' .'-' |-*,',' .' ,'-' .'I,' '--' .'-*-' ~-': '-,' ;.' 1 .' .' .' .%' .'-'-' ,%'-' :I .'-' .' .'l .' These are just some of the situations in which people find themselves due to the lack of affordable housing. At the far end of the housing continuum are those who can not find or maintain housing. The percentage of homeless people and families with full time or part time jobs is increasing. The Wilder Research Center reports that, between 1994 and 1997, the percentage of homeless people employed around the state increased 30%; since 1991, the percentage rose almost 80%. At the same time, however, "income generated from this employment is often not adequate to support the cost of market rate housing.''9 Mismatch Between Housing Costs and Usual Incomes for Working Families The following chart from the Dakota County Community Development Agency shows the gap between working family's salaries and housing in a suburban metro county. Cost of Obtaining Affordable Housing $1,100 Average monthly Average monUW rent for 3-bedroom $900 rent for 2-bedroom apartment: $1,073 apartment: $8:1.5 $800 $700 ,~, $600 . ,. Family earning between $10,000 - $17,000 annually can afford $5oo - $250 - $425/month for housing. $400 - Employment in this range: childcare worker, host/hostess, counter clerk, retail salesperson, hotel desk clerk. Family earning between $17,000 - $24,000 annually can afford $42S - $600/month for housing. Employment in this range: bank teller, home _ health aide, file clerk, receptionist, landscaping laborer, school bus driver. Monthly cost to own 1,000 - 1,500 sq. ft. home: $1,185 Family earning between $24,000 - $32,000 annually can afford $600: $800/month for housing. Employment in this range: licensed practical nurse, flight attendant, printing press operator. Source: Dakota County Community Development Agency: 2000 NarhetSun,ey; Hinnesota Department of Economic Security Salary Survey Working Families Have Difficulty Affording Housing According to the Family Housing Fund, a typical two-bedroom apartment in the metro area rented for $621 per month in 1998 and a modest three-bedroom house sold for an average of $93,000. Costs for these apartments and homes are even higher in surrounding suburbs. Based on the 30% measure of affordability, a family would have to earn $24,840 per year ($12 per hour which is 175% of the federally established poverty-level income) to afford to rent a two-bedroom apartment or $33,000 per year ($16 per hour) to afford to buy a three-bedroom house.1° However, $25,000 per year is approximately 40% of the area's median salary and most housing considered affordable is available only to people at 80% of median or above. The need for affordable housing for working families is especially acute in communities with high levels of employment growth but few lower-priced apartments and houses. Many developing suburbs are experiencing significant job growth, but most affordable housing is concentrated in the center cities and first- ring suburbs. As a result, while many workers earning Iow wages are providing essential services for residents of local communities - child care, factory production, food service, or health care, for example - they often are priced out of housing in the communities in which they work. Suburban Areas Illustrate Wage/Housing Cost Mismatch For example, in the Twin Cities' third ring suburb of Burnsville, an annual income of $38,000 is needed (60% of area median) for "affordable housing". However, first year teachers in lSD 191 make $27,611 annually, entry level corrections deputies guarding inmates in the county jail make $25,888 per year and full-time cashiers at a large grocery chain earn $7.40 per hour ($15,392 yearly). In a newly developed corporate center in the city, the average entry-level salary for light assembly positions is $17,700 per year, quality control positions make $19,000 annually and purchasing/buyer positions average $24,460. None of these salaries are even close to the income needed to acquire "affordable housing" in the area, even if it were available. Even with two people working at these tYpes of jobs, a family's income would'not support average housing costs in Burnsville. If one person in a married couple works full-time at the grocery chain and the other works at a light assembly job, the couple's combined income would be $33,092. This amount is well below the $38,000 needed for affordable housing in Burnsville. If they should also have a baby and need to add the cost of day care in the area for an infant, their available annual income would be reduced by over $11,000 per year leaving them able to afford $533 each month for housing. Unfortunately, the average rental costs in the area are over $750. The Dakota County 1999 Rental Market Survey issued by Dakota County HRA (now called Dakota County Community Development Agency) shows that rental costs for two bedroom units in Burnsville range from $410 to $1,400 per month with 113 units at $600 or less per month and 87 units at $1,000 or more per month. Three bedroom units are in a range from $795 to $1,450 per month. The overall vacancy rate is the area for these rental units is 1.68%. The chart below illustrates the gaps between salaries and average rental costs compared to vacancy rates. While this example is from one suburban community, it represents the pattern evident across the metropolitan area and into Greater Minnesota where there is a gap between wages and housing costs coupled with an extremely Iow vacancy rate. 10 Rents Affordable to Entry Level Jobs Compared to Average Rental Costs and Vacancy Rates in One Suburban Area $800 $69~7.57 $757 $757 $757 $757 20.0% $700 - $600 -- B - $500 - ! ': ,, , $400 - ~ $300 --- i ,! $200 --- ~. ~' $0 $757 $6 .7% .7  - 15.0% $44" ~- --~ --10.0% -- 5.O% .7% ~;~ .7% .7% , ' '. ,~ 0.0% l---'q Rents Afforded by Job ~Average Rent --~--Vacancy Rate 11 Welfare-to-Work Made Difficult by Housing Costs The following table shows what people in different professions can afford to pay for housing. Many of these jobs are the type taken by MFIP welfare-to-work recipients who have an especially difficult time finding/maintaining housing.~1 Median Monthly % of Income % of Income Yearly Amount Required To Required To Salary For Can Rent 2- Own 3- Full-Time Afford For Bedroom Bedroom Position Worker1 Housing2 Apt.3 House4 Child Care Worker $14,560 $364 51% 68% Counter and Rental Clerk $12,792 $320 58% 77% File Clerk $16,931 $423 44% 58% Food Preparation Worker $15,600 $390 48% 63% Home Health Aide $15,912 $398 47% 62% Janitor, Cleaner $16,640 $416 45% 59% Medical Assistant $21,403 $535 35% 46% Nursing Aide, Orderly $19,656 $491 38% 50% Receptionist - $18,720 $468 40% 53% School Bus Driver - $18,408 $460 40% 54% Teacher Aide $15,928 $398 47% 62% Teller $17,098 $427 44% 58% ~ Source: Minnesota Department of Economic Security, 1996 Minnesota Salary Survey 2 Based on 30% of income 3 Based on 1997 HUD Fair Market Rent of $621 for a two-bedroom apartment in the Twin Cities metropolitan area. 4 Based on Regional Multiple Listing Service average cost of $93,000 ($825 per month) for a 3 BR 1000-1500 square foot single-family home sold in the Twin Cities metropolitan area in 1996. Chart created by Family Housing Fund, Minneapolis, Minnesota, July 1998 Households with only one full-time wage earner, such as single-parent families or families in which one parent doesn't work outside the home, face particular difficulty finding an affordable home. Even with two family members working full- time in jobs that pay close to minimum wage ($5.15/hour, $892/month or $10,700/year), a family cannot afford a typical two-bedroom apartment or three- bedroom house.12 Welfare reform in general has had its greatest impact on the renter population. While only a third of U.S. households rent their homes, 80% of those reporting receipt of public assistance in 1998 were renters. Although it is still unclear how many former welfare recipients have made the transition to work nationwide, there is no doubt that many who are now employed do not earn enough to afford decent housing. Assuming take-home pay of $7.00 per hour and full-time work, a single earner could not pay the rent on an average, modest two-bedroom unit anywhere in the U.S. without incurring a significant cost burden.~3 12 How Did We Get In This Situation? Nationally, the supply of affordable housing has fallen by nearly 1.5 million units over the past two years. Availability of rental housing of all kinds in the Twin Cities metropolitan area is approximately 1%. In the Twin Cities area, 185,000 households with annual incomes below $30,000 pay more than 30% of their income for housing. Almost 48,000, or 44%, of/ow-income Twin Cities' renters spend over 50% of their income on housing. The identified need for affordable housing in Greater Minnesota is for 4,000 additional units each year. Supply of Affordable Housing Situation Caused by Increasing Housing Costs, Mismatch with Salaries Affordable housing, as defined by the U. S. Department of Housing and Urban Development (HUD) is housing that costs the occupant no more than 30% of their income for gross housing costs, including utilities. There is widespread agreement that there is a shortage of affordable housing nationally and in Minnesota. Many factors play a role in the current shortage of affordable housing, however, there are three major reasons for the housing crunch: the high cost of housing in general, the lack of supply of affordable, sustainable housing and the mismatch between people's salary levels and housing costs. This disconnect between the cost of housing and the wages paid for jobs along with the inability of the market to support affordable housing causes what can be called market failure. Where Has All The Housing Gone? Nationally, the supply of affordable housing has fallen by nearly 1.5 million units over the past two years. These losses include unsubsidized units where rents have increased, privately owned housing where owners have opted out of federal subsidy programs, and public housing that has been demolished but not replaced. There also continue to be over 5.3 million households with worst-case housing needs - paying at least 50% of their income for rent. ~4 Severe payment burdens are most prevalent among the 5.8 million unsubsidized renters with extremely Iow incomes (less than 30% of the area median). 45 Locally, the Twin Cities area also faces a severe affordable housing shortage. * There are 68,900 renter households with annual incomes below $10,000 in the metropolitan area, but only 31,200 housing units with rents affordable at this income level. · Only 36% of families living in poverty in the Twin Cities area receive housing assistance from the government.' 13 · In the Twin Cities area, 185,000 households with annual incomes below $30,000 pay more than 30% of their income for housing. Almost 48,000, or 44 %, of Iow-income Twin Cities' renters spend over 50% of their income on housing. · 50,000 Twin Cities suburban households earn incomes below $20,000 and pay more than 30% of income for shelter. ° in the Worst cases, individuals and families who cannot afford housing face eviction from apartments or foreclosure on their homes and may become homeless. On any given night in Minnesota, there are 16,000 homeless persons according to a 1997 study by the Wilder Research Center. This represents a doubling of the state's homeless population since 1991,16,17,18 The Metropolitan Council estimates that 1,200-1,700 new units of affordable housing must be added throughout the metropolitan region every year through 2020. The Minneapolis planning department cites an immediate shortage of 19 15,000 new units of affordable housing in that city alone. · Greater Minnesota Feels the Crunch of Not Enough Housing There is also a housing shortage in Greater Minnesota which directly impacts economic development in communities. For instance, the Mayo Clinic had to rent hotel rooms for 150 new employees who couldn't find housing in the Rochester area. Nursing home executives in the Stillwater area talk of using old farm houses for well over a dozen people each who they want to "import" from West Africa. The Greater Minnesota Housing Fund works in the 80 non-metro counties. It funds 1,100 new entry level housing units for working families per year, but the fund estimates that the need is for 4,000 units per year. In addition, it estimates that there are 7,000 substandard units per year waiting to be rehabilitated. Federal Housing Policy Contributes to the Housing Shortage The loss of housing is attributable to many factors, beginning with a shift in federal housing programs and tax laws in the mid-1980s. Total discretionary funding for housing decreased in absolute dollars during the 1980s and 14 continued in the 1990s. As a result of less financing, virtually no new public housing has been built since the early 1980s as shown by the following graph.2° Construction of Federally Subsidized Housing Units Twin Cities Metropolitan Area 20000 15000 - 10000 - 5OO0 16,427 5,550 6,-773 1940s 1950s 1960s 1970s 1980s 893 ! 1990s Reductions of affordable housing units were exacerbated by redevelopment of many urban downtown areas and loss of boarding-type housing without replacement requirements. In Minneapolis in 1998, there was a net loss of 388 units destroyed compared to new units constructed. Most of the wrecking permits were issued to remove single family, duplex and smaller apartment buildings. Compared with earlier in the decade, homeless persons in 1997 were "more than twice as likely to find the lack of affordable housing a barrier to having their own place.''2~ Clearly, the demand for affordable housing is increasing much faster than supply. Among many non-profit agencies working to increase homeownership for households with very Iow incomes is Habitat for Humanity. Habitat for Humanity built 111 homes in Minnesota in 1999 and plans for 140 in 2000. Obviously, many more are needed. Multiple Barriers Exist for Maintaining Current Affordable Housing Stock The barriers to successfully maintaining affordable housing stocks are formidable. First, hot rental markets in many cities are making the conversion to market rates increasingly attractive. Second, the duration of Section 8 contract renewals is now just one year, increasing the share of owners that can opt out annually and adding to the uncertainty property owners feel about keeping their units affordable for extended periods of time. Third, Iow federal caps on subsidized rents discourage owners from participating in the subsidy programs in areas where they can earn higher market rents. And fourth, HUD has heightened enforcement against owners of substandard units. While this effort is needed to protect tenants, fear of this 15 crackdown has reduced landlords' willingness to partner with a government agency.22 A large reduction in project-based Section 8 housing is expected to continue in the next few years. During the next five years, contracts on two-thirds of all Section 8 units in the country, involving 1 million apartments, are set to expire. Because of the lack of incentives to build housing at the Iow' end and increasing market demand at the high end, multi-family production has shifted toward more expensive units. Between 1990 and 1997, the median size of new multi-family housing units increased by nearly 100 square feet and the share with two bedrooms rose from 65% to 71%. At the same time, the median asking rents in apartment buildings with five or more units, after adjusting for inflation, saw a 16% increase from $645 in 1994 to $724 in 19977-- Lack of Availability of Rental Housing Exacerbates Affordable Housing Issue Availability of rental housing of all kinds in the Twin Cities metropolitan area is approximately 1%. Strong demand for these few available units drives up rents and makes housing affordable to the poor even more scarce. According to HUD, in 1997 and 1998, rents nationally increased at twice the rate of general inflation. As an example, a survey of apartment rents in Minneapolis found an increase of 13.1% in average rents during the first half of 1999.24 According to the Metropolitan Council, 41.3% of the renter households in the Twin Cities pay 30% of their income or more for housing costs. Because of this lack of housing, renters with valid Section 8 certificates are unable to find rental units, causing about $10 million in subsidy funds to go unused annually in the 100 communities served by the Metro HRA. Only about one in nine families with certificates find housing today in these communities. The Minneapolis Public Housing Authority also has over 4,200 families on its Section 8 waiting list. This situation contrasts With twelve years ago when landlords were picking up certificate holders at the HRA office to show them apartments. This was when the vacancy rate in the Twin Cities was over 7%. Rising Construction Costs Limit Building New Affordable Housing Additional pressure is put on the housing market due to rising construction costs. According to data from the Minnesota Housing Finance Agency, a typical multi- family project cost approximately $20,000 to $40,000 per unit to develop in the 70s and 80s which resulted in rents of $300 to $400 per unit. Currently, costs are in the range of $80,000 to $100,000 per unit to develop resulting in rents of $800 to $1,000 per unit. Some of the causes of this increase in development costs include rising costs for building materials and land, high real estate taxes on rental housing and high energy costs. Rising land costs are of particular concern to groups such as the Builders' Association of the Twin Cities (BATC) which contend that the ~ . .. 16 Metropolitan Urban Service Area (MUSA) as defined by the Metropolitan Council is too restrictive. The MUSA line defines those areas which have urban levels of regional sewer and transportation services. BATC believes that the position and timing of moving the MUSA line are hindering the ability to construct affordable homes to accommodate the 270,000 additional households expected in the metropolitan area between 2000 and 2020. In addition, "high-stress" properties have higher costs to mai'ntain them due to increased turnover which requires more redecorating, hard use requiring more repairs and extra security for high crime. The result is that for properties to be affordable for low-income households, rental housing often must be "debt free". 25 This means that no mortgage can exist and costs are for continued operations only rather than for paying off debt. Costs for building are also affected by the type of housing communities will allow to be built. Many new entry-level units are townhouses rather than larger, multi-unit buildings. While townhouses blend well with neighborhoods and are considered more politically acceptable, they are difficult to build for less than $100,000 per unit in parts of Minnesota and up to $'135,000 in the metropolitan area considering current land and construction .costs. These development costs would yield market rents of approximately $1,000 to $1,350. Therefore, this type of project must also be debt free in order to maintain affordability. Local Development Regulations Make Building Affordable Housing Difficult The top four factors affecting the cost of new housing construction in the metropolitan region identified by the Metropolitan Council's Housing Reform Initiative were: building codes; fees and assessments; land use ordinances -lot size, street width, setbacks, density; and engineering requirements and standards - e.g. street width, water runoff requirements.26 In the mid-70s, about 70% of the cost of a home was the cost of actually constructing it. Today, the cost of actually constructing a house accounts for less than half of the sticker price.27 A local HRA estimates that $10,000 to $15,000 is added to the cost of housing by state and local development requirements that could be lessened. The National Association of Home Builders estimates these costs are 20% - 35% of a new home's cost. There is agreement that builders will construct lower-cost housing with fewer amenities if the projects are profitable. However, communities are often extremely resistant to adopting regulations that allow for alternate construction techniques, smaller lot sizes or increased land subsidies. Metropolitan Council's Housing Reform Initiative recommended that changes be made in state, regional and local government development regulation, controls and standards to reduce the costs of rental and ownership housing. They also proposed, and put into place in four demonstration projects, creation of an incentive program to reward local governments who remove barriers to the production of affordable housing (by at least $7,500 per unit) through permanent 17 changes in government fees, regulations and processes.28 It is too early to determine the success of these projects. Metropolitan Council's Livable Communities Act Using the 30% of income standard for affordable housing costs and considering the prevailing maximum income limits for housing assistance programs, the Metropolitan Council sets benchmarks for communities to use when defining "affordable" housing. Based on 1999 levels, an income at 80% of median, or $50,880, could buy a home up to $134,250 which would be considered affordable. For rental housing, an income at 50% of median, $31,800, could afford a monthly rent, including tenant paid utilities of $715 for a two-bedroom apartment or $826 for a three-bedroom apartment. The Metropolitan Council's Livable Communities Act provides a framework for many Twin Cities communities to plan for affordable housing. The Council provides $12 million per year to 101 participating cities. The goal is to create 13,000 rental units over 15 years; however, it is falling behind and may produce fewer than 10,000 units. This number of units is well below the Council's identified need of 115,000 units. The Livable Communities Act provides incentives to create "affordable" units for households with incomes up to 80% of the area median income. This definition of "affordable" means units-produced to comply with the Act are not affordable to those earning less than 80% of the median income. Affordable homeownership opportunities are also very limited. Production goals for owner-occupied affordable housing, established under the Metropolitan. Council's Livable Communities Act, are expected to fall short by nearly 7,500 units.29 Metropolitan Council Policy Has Detractors Because of current Metropofitan Council policy on the meaning of "low income,"a $200,000 house mortgaged at $165,000 is regarded as affordable, Iow-income housing. As a result, builders and municipafities can participate in Iow-income housing programs without building a house costing less than $200,000." 3o The critics of the Livable Communities Act feel that a number of factors are contributing to the Act not living up to expectations. These factors include the voluntary nature of its provisions, how affordability is defined, and the goalsetting and benchmarking methodology. A study by the University of Minnesota's Center for Urban and Regional Affairs concluded that "the aggregate result of the program will be a decline in the percentage of the Twin Cities area housing stock that is affordable.''3~ Because the Metropolitan Council has little authority to implement its plans, each municipality's participation is voluntary. Some communities use zoning authority, building codes, lot size requirements, etc. to limit Iow-income housing while 18 attracting high-income housing. The incentives for municipalities are to attract more expensive homes and commercial development to generate higher property tax revenue while discouraging Iow-income housing to dampen the need for social services. As a result, some would argue that public intervention with powerful incentives is vital to provide affordable housing.32 Multi-tenant Housing May Not Use As Many Resources As Single Family Conventional wisdom has it that multi-tenant housing uses more community resources than single-family housing. According to the National Multi Housing Council and the American Housing Survey, multi-family units average .5 children per unit compared to .7 in single family homes.33 Therefore, on a per unit basis, more dense housing does not necessarily create a greater impact on local schools. Also, professional cost studies show that the cost for city services (streets, sidewalks, water, sewer, storm drainage, etc.)increase according to the number of linear miles serviced. Multi-family units become less expensive to serve with these type of services than single-family units because they require fewer linear miles of service per unit. Multi-family units also average 30% to 40% fewer automobile trips than single- family households so add less to traffic congestion and require less frequent road repairs.34 Therefore, in communities which impose minimum charges per unit for sewer or water service, a rental housing structure in one community can pay several times more than an identical building where fees are based on actual cost. Adding New Affordable Housing To Communities is Politically Difficult A 1999 survey by the Na[ional Association of Home Builders illustrates the difficulties communities have when exploring options to add affordable housing. The survey of 10 metro areas, including the Twin Cities, shows that 78% of people oppose building multifamily apartments in their neighborhood, 75% oppose building single-family homes on smaller lots in their neighborhood and 54% oppose building townhouses in their neighborhood. Conversely, when asked what measures people would support to make housing more affordable in their area, one-third said none, 29% would support providing government assistance to homebuyers and 31% would support using a flexible approach to protecting the environment i.e. reducing energy conservation requirements, use of wetlands, etc..35 19 Response Needed The overriding goal of these options for response is to increase the amount of housing available that is affordable to people at all income levels and to ensure that people can sustain themselves in their housing. The committee also recognizes that there are some people in our communities who will need ongoing support and services. We believe that these recommendations must be part of a package of solutions working together, rather than acting on any one piece alone. County social service directors may need to focus their specific energies on supportive housing issues, but for these efforts to be successful, options two through four need to be in place. Response Option 1: Recognize the need for and increase funding to obtain supportive housing services for individuals and families who need either temporary or ongoing services in order to secure and maintain their housing. Recognize that there are families and individuals with multiple barriers to sustaining housing. Social services will need to include partnerships with landlords, developers and others to assist these families long-term. Owners are more willing to rent to high risk applicants if-supportive services and interventions are available. - Supports are needed for people with bad credit histories, mental disabilities, criminal records, past behavior difficulties and others for whom acquiring rental housing is difficult in this low vacancy era. Comprehensive strategies need to be developed that include more state and federal funding for a variety of housing and supportive services. Expand HUD funding for supportive services to those with Section 8 vouchers. Increased collaboration needs to occur at the state level among agencies with the mission of providing/increasing housing options. Special concern is for the Minnesota Housing Finance Agency to work with the Department of Human Services and the Department of Economic Security to provide housing options for the disabled, mentally ill and those transitioning from welfare to work. Response Option 2: A fundamental restructuring needs to occur in order to stimulate new development. Because the scope of providing affordable housing is so large, this development will take the concerted efforts of the public, private, non-profit and foundation sectors to begin to resolve the problem. Public Sector · The public sector should fill the leadership vacuum on the issue of affordable housing in order to coordinate information and bring all constituencies together. 2O Leadership is especially needed to maximize revenues, coordinate technical assistance, change zoning and regulations, and adopt new laws. In addition, it should be the public sector's responsibility to reduce building and land costs as much as possible to allow for development of affordable housing. Some of the ways this can happen include: Restore incentives in the Federal Tax Code for the private sector to build and maintain affordable housing and expand the Low-Income Housing Tax Credit (LIHTC). Encourage more federal and state funding for housing to be in the form of block grants to allow for county and city flexibility in meeting local needs. Increase the amount of block grants currently issued to local governments and nonprofit housing partners through CDBG (Community Development Block Grant) and HOME Investment Partnership Program. Increase funds for tax exempt bonds that states can use to provide Iow- interest loans for constructing affordable housing and remove the cap on the volume of bonds allowed. _ Reduce the Minnesota property tax rate on rental housing to the same rate as homestead property for all properties renting to tenants at 50% of median income or less. - Increase grants td developments that will allow for debt-free housing for residents who have less than 50% of median income. Encourage changes to zoning and other local ordinances which are barriers to new affordable housing developments. Provide financial incentives for communities to lower development costs such as large lot size requirements, park dedication fees, Iow density zoning and other regulations for new construction which drive up prices of new housing. Incorporate mixed use housing into local planning creating income-integrated, multi-generational developments without concentrating poverty. Call for long- term subsidies to allow ongoing operations of buildings to be debt-free. Encourage on-site amenities in subsidized developments which will meet the needs of Iow- to moderate-income residents such as on-site daycare and public transportation hubs. Support additional funding for the Metropolitan Council Livable Communities Act (LCA) giving priority to communities to help them achieve their LCA Affordable and Life Cycle Housing goals. 21 Private Sector Recognize the lack of affordable housing as an economic development issue and institute partnerships with other sectors to increase the supply of affordable housing. Support development of single-occupancy efficiency apartments for entry-level workers near transit and jobs, including industrial parks.' Current and former models of this type of housing include nurses dorms, YWCA, Kate Dunwoody, Exodus Hotel, Redeemer Arms and Wellspring. Expand use of employer-assisted housing such as through the Employer Assisted Housing Programs of the Greater Minnesota Housing Fund. Examples of the role for private funding can include direct grant contributions to develop affordable housing, downpayment assistance for employees, purchase of Low Income Housing Tax Credits at a premium rate, providing Iow interest construction loans and contributions of land or other infrastructure. - A specific example of this kind of private contribution is First Homes in the Rochester area. Mayo Clinic is the major funder for a program to build 500 ~starter homes for single-family occupancy and 375 rental townhomes in the' next five years for workers who make $7 to $14 an hour. · Support the work of Habitat for Humanity through direct contributions and donations of employee's time. Non-profit/Foundations · Establish collaborations with private, non-profit and government partners to address the need for more affordable housing. Consider becoming the entity which owns/manages a Community Land Trust. A Trust allows an entity to own the land but individuals own their own home which allows for homeownership at more affordable rates. Response Option 3: Because of the high cost of land and building costs, everything possible must be done to maintain and restore the existing supply of affordable housing. Support HUD in its efforts to keep projects within the Section 8 program after their mortgages are paid off. Also support raising the rental rate cap for Section 8 housing certificates. Increase the number of certificates available and work to increase the supply of units accepting them. Make the transfer of abandoned, foreclosed and tax-forfeited properties more efficient so that affordable in-fill can 'occur. 22 Encourage and support homeowner rehabilitation and improvement programs that assist Iow- and moderate-income residents to maintain and improve the quality of their homes. · Support financing options for owners of rental properties to maintain, improve, and upgrade existing rental housing. · Restructure tax incentive policies as a means of encouraging rehabilitation of housing and grants to make weatherization and energy improvements. Support local efforts to productively use existing resources. - Provide grants to pay for costs to allow older homeowners to sub-divide their home. The house would revert to single family when the property is sold. Response Option 4: All players need to work together to recognize the extent of the problems caused by a shortage of affordable housing and support efforts to change attitudes which are barriers to increasing its supply. Support and partner with the strategic communication plan begun by the Minnesota Housing Partnership to educate the public regarding the long-term benefits of affordable housing and to dispel its negative image. Create a "Parade of Homes" of affordable housing to help ease concerns among many communities about the quality of affordable housing. 23 Endnotes i Ellen Hart-Shegos, The Supportive Housing Continuum: A Model for Housing Homeless Families, Family Housing Fund, Minneapolis, December, 1999, p. 22. 2 Megan Sandel, Joshua Sharfstein, and Randy Shaw, There's no place like home: How America's housing crisis threatens our children, Housing America, San Francisco, 1999, pp.7-8. 3 A Report From The Kids Mobility Project, A Joint Effort by the Family Housing Fund, Hennepin County, and Minneapolis Public Schools, March 1998, p. 15. 4 "Explaining the Shortage of Affordable Housing." Community Dividend, Federal Reserve Bank of Minneapolis, Fall, 1998, p. 5. 5 Minnesota Top 100 Occupations, Minnesota Department of Economic Security, Research and Statistics Office, January, 1999. 6 Diane Rydrych, and Laura McLaine, Health Care Worker Shortages in Minnesota, Minnesota Department of Economic Security, Research and Statistics Office, November, 19_98, p. 14. 7 The Cost of Living in Minnesota, Jobs Now Coalition, St. Paul, Minnesota, 1998, as reported on http://www.cdf-mn.org/FactsAboutKids/ what is the_poverty_line.htm. 8 Gary Cunningham, and Steve Keefe, Help Wanted: More Opportunities than People, Citizens League, Minneapolis, Minnesota, November, 1998, p. 30. http ://www.citizensleague. neb'studies/labor-shortage/report.htm. 9 Minnesota Statewide Survey of Persons Without Permanent Shelter, Volume 1: Adults and Their Children, Wilder Research Center, Amherst H. Wilder Foundation, St. Paul, Minnesota, June, 1998, p. xii. lO Working Doesn't Always Pay For A Home, Family Housing Fund, Public Education Initiative, Minneapolis, Minnesota, July, 1998, p. 1. 11 Working Doesn't Always Pay For A Home, p. 4. 12 Working Doesn't Always Pay For A Home, p. 1. 13 The State of the Nation's Housing 1999, Joint Center for Housing Studies of Harvard University, Cambridge, Massachusetts, p. 26. 44 Building Communities and New Markets for the New Century: 1998 Consolidated Report, U.S. Department of Housing and Urban Development, p. 34. 24 The State of the Nation's Housing 1999, p. 25. ~6 The Need For Affordable Housing In The Twin Cities, Family Housing Fund, Public Education Initiative, Minneapolis, MN, July, 1998, p. 1. 17 Twin Cities Habitat for Humanity, http://www.tchabitat.org/habifacts.asp. ~8 Twin Cities Habitat for Humanity, SF Reports, Minneapolis, MN, July, 1999, p. 14. ~9 Council of Metropolitan Area Leagues of Women Voters, CMAL Affordable Housing Study, May, 1999, p. 3. 20 Affordable Housing Issues in the Twin Cities, Family Housing Fund, Public Education Initiative, Minneapolis, Minnesota, July, 1998, p. 2. 21 Emergency Shelters, Transitional Housing and Battered Women's Shelters Data Collection Project, Seventh Annual Report, Wilder Research Center, Amherst H. Wilder Foundation, St. Paul, Minnesota, June 1998, p V. 22 The State of the Nation's Housing 1999, p. 28. 23 The State of the Nation's Housing ~ 999, p. 24. 24 State of the City ~999, City of Minneapolis Planning Department, Minneapolis, Minnesota, January, 2000, p. 17. 25 Minnesota Housing Finance Agency, Resource Materials provided by Commissioner, October 6, 1999. 26 Housing Reform Initiative, Metropolitan Council, St. Paul, Minnesota, February 5, 1999, p. 2. 27 National Association of Home Builders, "The Truth About Regulations and The Cost of Housing," 1995, p. 3. 28 Housing Reform Initiative, p. 2. 29 Dave Beal, "Apartment vacancies show no sign of rising," St. Paul Pioneer Press, 6 March, 1998. 30 The Faithful City... Guidance for Growth in the Twin Cities Region, JRLC Position Paper on Metropolitan Development, Joint Religious Legislative Coalition, Minneapolis, Minnesota, 1999, p. 7. 25 31 Edward G. Goetz, and Lori Murdock, Losing Ground: The Twin Cities Livable Communities Act and Affordable Housing, Center for Urban and Regional Affairs, Minneapolis, Minnesota, 1998, p.1. 32 The Faithful City, p. 8. 33 Growing Smarter With Apartments: Toward More Livable and Prosperous Communities, National Multi Housing Council, Washington, DC, 1999, p. 4. 34 Growing Smarter With Apartments, p. 4. 35 Consumer Survey on Growth Issues, National Association of Home Builders. http://www.nahb.org/main_features/sma~_survey.htm. 36 Sandel, p. 10. 37 The State of the Nation's Housing ~999, p. 27. 38 Diminished Choices 5: The Ever Shrinking Market for Section 8 in Suburban Hennepin County Minnesota, HOME Line, St. Louis Park, Minnesota, October, 1999, pp. 3-4. 39 Federal Housing Resource Guide, Boston, Technical Assistance Collaborative, 1999. http://www.c-c-d.org/housing_guide.html. 40 Wilhelmina Leigh, "1998 Federal Housing Legislation: Reality and Potential," Poficy and Practice of Pubfic Human Services, December, 1999, pp. 6-9. 26 ApPendix A Federal Government's Role in Affordable Housing The current philosophy of the Federal Government is to provide rent subsidies to individuals through Section 8 vouchers rather than publicly funded building projects. The Section 8 program serves nearly three million families nationwide. However, even though 60,000 new vouchers were obtained by HUD for FY2000 and 120,000 new vouchers are planned for FY2001, the supply of rental properties accepting these vouchers is not enough to meet demand. The project-based Section 8 program provides subsidies tied to specific privately owned properties. A study of the National Housing Trust in February 1999 found that during the past two years nearly 100,000 project-based units were lost from the nation's affordable supply. This occurred through the owners' termination of their Section 8 contract by pre-payment of the HUD-insured mortgages or by "opting out" of their subsidy contracts when they expire. Rents increased an average of 50 percent for the newly unsubsidized units.36 Of the 4.5 million unit subsidies directly provided by the federal government, 1.4 million are portable and can be used for any unit that meets minimum federal standards. The other 3.1 million subsidies are tied to specific units - roughly 45% of which are in public housing and the balance in privately owned buildings. During the next five years, contracts on two-thirds of all Section 8 units in the country- involving 14,000 properties and 1 million apartments - are set to expire. 3z HUD Working to Preserve Stock of Affordable Housing To better preserve this stock of affordable housing properties, HUD is using the Emergency Initiative to provide market rents to below-market properties most likely to opt out. They are also using various means to ensure that good properties which have paid off their HUD mortgages have incentives offered to continue their affordability. These project-based units are difficult to replace at today's costs. Although tenants' choice is somewhat reduced with project-based programs, they increase the housing stock, provide control over rental cost escalation and give less attractive tenants (bad credit, criminal history, etc) housing options not found on the private market. Section 8 vouchers have only been able to be used for rental units that charge at or below the Fair Market Rent (FMR), further limiting the supply of housing available to Iow-income households. The current FMR in the Twin Cities is $666 per month for a two-bedroom apartment including utilities and $901 for a three-bedroom unit. However, a recent study of Hennepin County rental units found that 75% of units surveyed have rents higher than the FMR. The FMR rose only 2.7% in October, 1999 but rents in the metro area are rising 6.7% annually.38 27 Financing For Construction Difficult to Acquire Rents that Iow-income households can afford only cover operating expenses, rather than enough to cover debt for purchase and/or rehabbing a property. Because of this situation, it often takes seven or eight or more funding sources to finance the debt for constructing a project and three to five sources for rehabilitation. No one organization or agency has enough financial capability to develop a project on its own. The need for numerous sources of financing necessitates significant coordination in policy development and use of compatible standards. Low-Income Housing Tax Credit The federal Tax Reform Act of 1986 also altered the benefits of investing in low- income housing which has resulted, over time, in many disinvestments from Iow- income housing. Although the Low-Income Housing Tax Credit (LIHTC) took its place, the trend toward less rental real estate continues. Also, LIHTC encourages private investment in the production of affordable housing for tenants with incomes of 60% of the area median or less. This has typically not been sufficient to assist families earning at or below the federal poverty line (about 30% of median income). 1998 Federal Housing Legislation The Quality Housing and Work Responsibility Act of Fiscal Year 1998. partially. devolves the authority for operating and managing federally assisted housing. The act lessens the federal role and expands the role for Public Housing Authorities (PHAs) and residents to make decisions and determine the housing situation for Iow-income families. Some of the changes in PHAs role include allowing them to establish preferences for selecting tenants and, broadly, to give them authority to revitalize the neighborhoods in which obsolete Iow-rent public housing units are located. This can include demolition or sale of units, economic development activities that promote self-sufficiency and leveraging other resources such as retail facilities, supportive services and jobs. PHAs are required, however, to make not less than 75% of their Section 8 rental subsidies available to households whose incomes are less than 30% of the Area Median Income.39 One of the major changes of this act is the merger of the Section 8 certificate and voucher programs. The two programs now act essentially the same as the voucher program did. This program makes payments to the owner that are limited by the Fair Market Rents (FMRs). The certificate program had renters pay 30% of their adjusted monthly income and Section 8 paid the rest directly to the landlord. So, while Iow-income families now have access to all standard quality units in a housing market regardless of rent level, if families choose housing costing more than FMR, they have to pay the balance.4° 28 Appendix B Results of Survey of County Social Service Directors* Metro Counties** % Metro Rating 6 or Above All Counties % All Counties Rating 6 or Above Out-of- Children's home Child Health Health Placements Protection Care Problems 6.08 5O% 3.88 24% 5.75 6.58 6.83 5O% 67% 83% 3.89 3.45 4.65 24% 13% 21% i Family Homelessness 8.58 5O% 4.60 24% Metro Counties % Metro Rating 6 or Above All Counties % All Counties Rating 6 or Above Adult Homeless- Domestic School ness Violence Attendance 9.17 5.17 100% 5O% 4.7O 3.89 24% 24% 6.83 83% 4.78 29% School Performance Parental Engage- ment in School 7.17 7.42 83% 5.06 37% 83% 4.91 32% * See attached survey for more complete description of each item. ** Average degree to which lack of affordable housing affects county social service agencies (0=No impact, 10=Crisis Situation). Metro Counties: N=6; All Counties' N=38. 29 Metro Counties % Metro Rating 6 or Above All Counties % All Counties Rating 6 or Above Dislocation of Elderly 2.41 O% 2.70 11% Frail Elderly 4.08 5O% 3.41 16% Detox Use 3.75 O% 3.77 21% Chemical Dependency 5.50 5O% 3.89 21% Emotional/Mental Health Children 6.00 83% 4.76 26% Metro Counties % Metro Rating 6 or Above All Counties % All Counties Rating 6 or Above Emotional/ Mental Health Adults 5.33 Job Difficulty 5.00 5O% 33% 4.93 4.84 Poor Job Retention 5.17 33% 4.99 Lower Wages 3.17 33% 3.83 Transpor- tation Issues 5.67 67% 5.34 32% 32% 39% 26% 45% Metro Counties % Metro Rating 6 or Above All Counties % Ali Counties Rating 6 or Above Correctional Corrections Transitions Recidivism 4.67 4.60 Increased Crime 4.60 33% 33% 33% 4.03 3.56 3.62 18% 16% 18% 3O MACSSA Legislative Subcommittee on Housing Survey of How Supply of Affordable Housing Impacts Social Services In your county, to what degree does the availability, or shortage, of affordable housing contribute to the following areas? Rate each item on a scale of 0 to 10 with 0 meaning there is no impact and 10 meaning there is a crisis situation due to the supply of affordable housing. Name of County Contact Person/Phone Number Rating system: No impact at all = 0 Crisis = 10 · Degree to Which Supply of Affordable Housing Contributes to Issue Children and Families Issues Increased or prolonged out-of-home placement of children Child protection cases opened or prolonged Lack of continuity in delivery of preventative healthcare (i.e. vaccinations) Children's health problems (asthma, lead-based paint, poor nutrition) caused by or exacerbated by lack of consistent housing Increased or prolonged homelessness of families Increased or prolonged homelessness of adults Increased reports of domestic violence School Issues School attendance problems in children Problems with school performance for children Lack of parental engagement in schools Senior Issues Dislocation of elderly Frail elderly living in unsafe conditions Emotional/Mental Health Issues Increased detox use Chemical dependency treatment failures Emotional/mental health problems for children Emotional/mental health problems for adults EconomicfVVork Issues Difficulty securing jobs for welfare-to-work clients Poor job retention Lower wages for welfare-to-work clients Transportation issues (difficulty getting between home/work) Criminal Justice Issues Failures in transition from correctional facilities to community Increased corrections recidivism Increased crime/criminal activity Additional Comments/Anecdotal Evidence 31 Appendix C Committee Membership The Minnesota Association of County Social Service Administrators (MACSSA) Legislative Committee charged a sub-committee to study the issue of affordable housing, how the current status of housing affects clients' lives and what responses might need to be made to the affordable housing situation. The committee was chaired by Ruth Krueger, Deputy Director of Employment and Economic Assistance, Dakota Couhty. A total of fourteen people related to MACSSA and/or the housing community took an active part in the work of the committee through the completion of the study. In addition to Chair Krueger, they were: Jim Anderson, Ramsey County Marian Brandt, Sibley County Linda Ewen, Anoka County Nicki Foster, Minnesota Housing Partnership Cheryl Hanks, Anoka County Deborah Huskins, Hennepin County Maribeth Lundeen, Dakota County Monty Martin, Ramsey County Tina O'Malley, Washington County Tonja Orr, Minnesota Housing Finance AgenCy Maureen Seliski, Hennepin County Diane Sprague, Minnesota Housing Finance Agency Marge Wherley, Hennepin County Kirsten Bansen Weigle, Minnesota Housing Partnership The Draft report will be discussed, edited and improved by the entire MACSSA membership before being finalized. Committee Meetings and Resources The committee met for the first time on September 22, 1999 and concluded its work on April 12, 2000. The committee studied a large and varied amount of printed materials arid heard from the following resource speakers: William Blazar, Senior Vice President, Minnesota Chamber of Commerce Karen Christofferson, Public Policy Director, Builders Association of the Twin Cities Tom Fulton, Family Housing Fund Katherine (Kit) Hadley, Commissioner, Minnesota Housing Finance Agency Warren Hanson, Greater Minnesota Housing Fund Tom McEIveen, Metropolitan Council Gene Ranieri, Association of Metropolitan Municipalities Mark UIfers, Dakota County Community Development Agency Ed Valencia, Regional Labor Market Analyst, Minnesota Dept. of Economic Security Kirsten Bansen Weigle, Policy and Public Education Director, MN Housing Partnership Staffing This report was completed by Nancy Nystuen, Management Analyst, Employment and Economic Assistance, Dakota County. 32 AFFORDABLE RENTAL HOUSING Opening Doors for Private Development and Preserving Existent Housing Stock Affordable Rental Housing ~:~ sk :FOrce TABLE OF CONTENTS INTRODUCTION REPORT CONTRIBUTORS MISSION STATEMENT , EXPERT PANEL PRESENTERS BARRIERS PROPERTY TAXES PUBLIC PERCEPTION LAND AVAILABILITY AND ZONING GOVERNMENT FEES, CHARGES AND TAXES 4(9) RENTAL PROPERTY TAXES AND SECTION 8 RENT ASSISTANCE 5 8 9 10 13 GOVERNMENT INCENTIVES 14 TAX-EXEMPT BOND ALLOCATIONS ALIGNMENT OF SMART GROWTH POLICY AND PUBLIC EXPENDITURES SALES TAX EXEMPTION 14 15 17 INTRODUCTION The lack of affordable rental housing in Minnesota has reached a critical level. It has been the focus of considerable discussion and media attention recently. Minnesota communities are impacted by the shortage; economic development is stunted, family stability and children' s school performance are adversely affected and smart growth principles are jeopardized. In the sevcn county metropohtan area of Minnesota, building permits for multifamily housing were consistently at a level of 61,600 units per decade for both the 1970s and 1980s. According to Metropolitan Council data for the period 1990-1997 (available figures), multifamily permits dropped to 19,748. (over a 60% decline). During the past two decades, there has been a substantial decline in federal support for subsidized housing and the 1986 tax reform act adversely impacted market rate construction. However, these two factors do not explain the disproportionate percentage drop in Minnesota's rental housing construction during the decade of the 90s compared to other states. In addition, to the dramatic decrease in production, thousands of rental units have been demolished and not replaced. As the supply of affordable rental housing declined dramatically in the 1990s, demand increased. This resulted in a historical low vacancy rate of 1.5% and increased rents. A strong local economy and low employment rate are drawing more people to Minnesota. Approximately 30% of Minnesota households are renters; however, continued economic growth and an aging population will increase the demand for various types of lifecycle housing. The Affordable Rental Housing Task Force was designed as a broad-based think tank to explore solutions to the state's shortage of affordable rental housing. Although many organizations and groups have also looked at the issue, there had not been a focus on identifying the barriers, which'Contribute to private industry's inabilky to provide an adequate supply of rental housing in Minnesota. The Task Force membership represents key constkuencies concerned about this issue with an emphasis on providers of housing both nonprofit and for profit. Barriers identified by the task force include high property taxes, hostile public attitudes, hck of land availability and restrictive land use regulations, cumbersome municipal review processes and excessive costs. One of the most significant barriers to the development of affordable multifamily housing in Minnesota are high property taxes, approximately double the national average. Private sector builders and investors are unable to "make the numbers work" in Minnesota compared to other places in the county. The task force developed creative solutions that could make Minnesota more competitive in the multifamily rental housing market. REPORT CONTRIBUTORS Colleen Carey, The Cornerstone Group, Inc. Gary Fields, Minnesota Department of Trade & Economic Development Kevin Filter, Glaser Financial Group, Inc. Steve Frenz, JAS Apartments Tom Fulton, Family Housing Fund Para George, ReM Estate Equities, Inc. Howard Goldman, U.S. Department of Housing & Urban Development Dan Goldman, Twin Realty Investment Company John Hagen, Minnesota Department of Revenue Chip Halbach, Minnesota Housing Partnership Jack Homer, Homer Law Office Doug Mayo, CommonBond Communities Tom McElveen, Metropolitan Council Lee Meier, Northwest MN Multi-County Housing and Redevelopment Authority Bob Odman, Minnesota Housing Finance Agency Tonja Orr, Minnesota Housing Finance Agency Guy Peterson, Metropolitan Council Sue Watlov Phillips, Elim Transitional Housing Mary Rippe, Minnesota Multi Housing Association Lee Schutz, Minnesota Planning Laura Sether, Minnesota Planning Dave Thies, Thies & Talle Management, Inc. This public, private partnership of developers, financial representatives, government officials, nonprofit leaders and apartment owners came together with ideas and suggestions to solve a shared problem. The ideas, issues and proposed solutions in this report are not necessarily those of the organizations they represent. MISSION STATEMENT The goal of the Affordable Rental Housing Task Force is to develop recommendations to encourage more efficient and cost-effective private sector involvement in the preservation and production of rental housing in Minnesota. The Task Force will focus on ways to create a healthy rental housing market in greater Minnesota and the metro area by identifying the barriers to providing and producing rental housing and recommending solutions. A goal of the Task Force will be to look at ways to build upon existing programs and create new strategies as necessary to make our resources work better. EXPERT PANEL PRESENTERS Norm Bjornnes Namron Company LLC Colleen Carey The Cornerstone Group, Inc. Mark Haveman State of Minnesota Minnesota Planning Environmental Quality-Board Frank Lang, President Lang-Nelson Associates, Inc. Tim Mardell, MAI Principal Mardell, Amundson, Jolmson, Leirness Stu Nolan, Owner Stuart Corportation Michael Podawiltz, President Podawiltz Development Corporation Mark Sween, Vice President of Asset Management The Paramount Companies Paul Sween Development & Acquisitions Dominium Management BARRIERS PROPERTY TAXES B ack;,round/Problem The Task Force identified property taxes on Minnesota apartments as a very significant, perhaps the most significant, impediment, to building needed apartments. The Task Force found that Minnesota's property tax system imposes an excessive burden of taxation on an essential industry, namely rental housing. In addition, the property tax impediment has a dkect and easily understood solution. The legislation needed to enact the recommendations in this area is well understood by many legislators and by a broad range of people involved in attempting to produce affordable housing, and by people who have been involved in reforming Minnesota's property tax system. Reducing apartment property taxes especially helps to provide middle market rental housing. At present, virtually ali apartments being built in Minnesota are either very high rent apartments in which the market rent is sufficient to pay the property taxes and m~e the project economically feasible, or government subsidized rental housing. Construction of more rental housing in all rent levels helps all those who rely on rental housing, including low-income residents. An adequate supply of rental housing reduces the pressure on all housing, including low income rental housing, stabilizes rents. by creating competition and allows a wider range of choices for all rental housing residents, including those with low incomes. Recommendations/Proposed Solutions 1. Enact legislation to reduce the property tax statutory class rate for rental housing in Minnesota over a three-year period to be the same as the homestead tax rate. , Enact legislation to reduce the class 4d statutory class rate for low-income apartments proportionately as the property tax rate for market rate apartments is reduced. o Amend the tax abatement law to increase utilization for new rental housing construction projects. Allow the state to match with its funds the amount of property taxes abated by local taxing ~ jurisdictions. Provide for delayed assessment of qualified rental housing rehabilitation. . If the limited market value law continues for single family homes, cabins, and 1-3 unit rental properties, or some other form of capping assessed values of properties is enacted, the law should be made applicable to apartments as well. o Long term efforts to reform Minnesota's property tax and school and local government funding system should continue. In particular, the use of state funds to finance the kindergarten through twelfth-grade education system, as well as other major statewide services, such as the district courts, should continue to grow. The state should increase broad programmatic funding in these areas, and not rely on credits that benefit specific classes of property, such as the education homestead credit, to provide property tax relief. Rationale for Proposed Solutions Property Tax Class Rate: For taxes payable in the year 2000, market rate apartments will pay property taxes at a statutory class rate of 2.4%. Homesteads will pay 1% on the first $76,000 of value and 1.65% on the value over $76,000. Since most apartment units and their proportional share of the value of the common area and land are less than $76,000 in value, apartments pay property taxes at 240% of the rate applicable to homesteads. That is, on equivalent value an apartment pays 2.4 times the property taxes levied on a homestead. In the year 2000, the Research Department of the Minnesota State House of Representatives projects that market rate apartments will pay approximately $246,000,000 in property taxes statewide. The effective tax rate (taxes divided by market value) of all apartments statewide on average next year is projected to be 3.2%. Meanwhile, the effective tax rate for homesteads in the year 2000 on statewide average is 1.4%. If apartments paid property taxes at a 1.4% effective tax rate, instead of their 3.2% rate, apartments would pay approximately $108,000,000 statewide instead of $246,000,000 in the year 2000. Consequently, rental property pays $138,000,000 more than ff apartments were taxed as homesteads. The Task Force could find no justification for this huge disparity. By drawing so much revenue from apartments, Minnesota's property tax system makes new apartment construction generally unfeasible. The property tax either forces the required rents higher than can be obtained in the market or effectively reduces the value of the apartment unit. In Minnesota the net effect in either case is that builders of moderately priced rental housing often cannot attract investment capital because they cannot demonstrate sufficient return to the investor. They also cannot obtain adequate mortgage loan funds because they are unable to demonstrate that the property can repay the loan to the satisfaction of a lender. Data provided in testimony by experienced developers indicate that the effect of taxing apartments at the 2.5% rate effective in 1999 versus a 1% homestead tax rate results in addkional monthly rent required of $50 to $85. If the property tax burden is capitalized, it produces a reduction on the amount of mortgage that can be supported by the unit ranging from $6671 to $11,336. These figures frequently spell the difference between a project's being feasible or not feasible. A faker property tax on apartments in Minnesota would greatly increase the economic feasibility of developing new apartments. 4d Low Income Housing Class Rate: The Task Force determined that class 4d should be retained even when the property tax class rate for market rate apartments is reduced. The Task Force understands that class 4d will not produce new housing by itself for residents with income levels at or below 60% of the median income, which is the target population for units qualifying for class 4d. A deep subsidy will be required in addition to the class 4d property tax treatment; however, class 4d is extremely useful because it effectively reduces the amount of subsidy necessary and it assists in the preservation of affordable rental housing. It helps to fill the gap between available funding and subsidy sources and the cost of building and operating the low-income housing. A special treatment for low-income housing will perhaps always be needed, and the class 4d property tax treatment is an important part of that. Property Tax Abatement and Delayed Assessment for Qualified Rehabilitation: The tax abatement law is a relatively new program, and so far is generally unused and is considered cumbersome to developers and unappealing to cities. A recommendation to offset the reluctance of cities, counties, and school d~tricts to give up tax base, which they do Under the tax abatement law, would be to provide that the state reimburse the local taxing district for 50% of the lost tax revenue due to the tax abatement. The tax abatement must be available for at least a 10-year period for a given property. A ten year abatement provides a stabilized income stream which, when capitalized, will produce enough mortgage loan proceeds to be an effective benefit. Rehabilitation is often an excellent means of preserving and providing needed rental housing. However, rehabilitation can increase the value and the property taxes payable to the point where the project becomes unfeasible. Limited Market Value: A serious and growing problem in the taxation of apartments is the increasing market values of apartments statewide. The Research Department of the State House of Representative projects a statewide average 'increase in apartment values from taxes payable in 1999 to taxes payable in the year 2000 of 7.7%, and a metro area average increase for the same period of 8.9%, although annual increases in excess of 20% are not uncommon. These are sharp increases in value, and values are projected to continue increasing in the future. There is a lot of interest in applying the limited market value to apartments or in some way capping valuation increases in order to provide for smoother 'and more predictable budgeting. This is particularly important when the source of income is residential rent. Sharp increases in property taxes create pressure for sharp increases in rent..As a result, the housing becomes even less affordable. The current hmited market value law that apphes to certain classes of properties, not including apartments, works to the disadvantage of apartments by requiring them to pay additional property taxes that would otherwise be paid by the classes favored under the limited market value law. Therefore, the Task Force does not specifically call for applying a value capping technique to apartments. However, it does include in its recommendations that ff the current limited market value law is to continue, then it should be applied to apartments as well as the homesteads, small rental properties, and cabins to which it currently applies. Continued General Property Tax Reform: Finally, the legislature and the Governor should continue the effort and the progress that has been made in the general reform of the state's property tax system. In particular, paying from general revenue for a greater percentage of the kindergarten through twelfth grade education system and other statewide systems, thereby removing them from reliance on the property taxes, should continue. The Governor and legislature should continue its work on reducing the overall disparities contained in Minnesota's property tax system. The Task Force opposes continued growth and reliance on _narrow property tax credits that help homesteads but not other classes of property, such as the education homestead credit. This credit seems to go against the stated principles of fairness and accountability, which the Task Force has adopted. It is unfair in that the state reduces the property taxes for a favored class of property but not others. The net effect is that even when the class rates are the same, one class of property still continues to be heavily favored over the others. This is not fair. Secon. dly, it defeats the principle of accountability by shielding homesteads from the full burden of paying for the benefits they receive. It is better tax policy, and better for the long range goals of providing affordable rental housing, that state expenditures reduce reliance on property taxes, across the board, rather than reducing taxes only for favored classes of property. Although the Task Force does not support these narrow credits as such, it is only fair that ff homesteads continue to receive the education homestead credit, rental housing should also receive it. PUBLIC PERCEPTION Back~,round/Problem For business to expand (job creation) and economic development to occur there must be an adequate supply of rental housing. This housing should be in close proximity to the community where the jobs are being created. Many companies have decided not to expand or move to Minnesota because of the very tight rental market and the corresponding lack of housing production. Further, increased rental production is necessary to meet the housing needs of Minnesota's growing population. Despite the compelling arguments to increase housing production there is a public perception that rental housing will attract the "wrong types of people" and as a consequence crime will increase and property values will fall. Recommendations/Proposed Solutions 1. A strategic communication plan and housing campaign should be developed by the Metropolitan Council, Family Housing Fund (FHF), Minnesota Housing Finance Agency (MHFA), Minnesota Multi Housing Association (MHA), Metropolitan Interfaith Council on Affordable Housing (MICAH), Minnesota Housing Parmership (MHP), Greater Minnesota Housing Fund, HUD and other housing organizations, to educate the public regarding the long term benefits of rental housing and to dispel its negative image. Resources for the . . , , campaign will be identified and discussions held with experts in public relations regarding the message, how to sell it and the most effective use of media. Request the Family Housing Fund to develop a PowerPoint presentation and written material regarding the relationship of rental housing to economic growth and job creation. Request Family Housing Fund and Metropolitan Council to develop written material to refute the claims that rental housing attracts the "wrong types of people" causing crime to increase and property values to decline. In other words, to demonstrate that renters are good neighbors and that the vast majority of rental properties, including. subsidized properties, are well maintained and well managed. Request the Governor to make public service announcements regarding the importance of rental housing to economic growth and to the growing Minnesota population and address public perceptions of rental housing. The Task Force members will provide expertise to the Metropolitan Interfaith Council on Affordable Housing in making presentations to local units of government, civic, community and religious groups. Rationale for Proposed Solutions Rental housing is often criticized as attracting crime, costing more to a community, decreasing property values, attracting the "wrong types of people" and not as valued as home ownership. This public sentiment is a barrier to the development of affordable rental housing. Overcoming neighborhood and local government opposition to development of rental housing is extremely time-consuming and expensive process for developers, which increases costs. LAND AVAILABILITY AND ZONING B ackground/Problem Land availability is an issue of considerably more significance in the metropolitan area than in Greater Minnesota. In many communities in the . metropolitan area, and in particular in many developing suburbs, there is either insufficient land available for development or redevelopment for rental housing, or communities are changing land use plans and zoning to significantly reduce the supply of such land. The supply of land to provide the opportunity for the development of new rental housing in the metropolitan area is shrinking, thereby making remaining sites more expensive and identification of potential sites more difficult. Recommendation/Proposed Solution The Task Force recommends that the Metropolitan Council, through its local comprehensive plan review process and the local zoning ordinance preparation requirements mandated in the Land Planning Act (LPA), make a concerted, afffn'mative effort to monitor and ensure that communities guide and, then subsequently, zone enough land so there can be market place price competition and the existence of measurable opportunity for the development of new rental housing. Rationale for Proposed Solution An important way of ensuring that land is available for the potential development of rental housing is to ensure that local comprehensive plans guide sufficient land for medium, high or multifamily land use. Subsequently, follow through with zoning that will permit builders and developers to identify parcels appropriate for development proposals is needed. The Metropohtan Council has the statutory responsibihty to review local comprehensive plans to determine their consistency with regional system plans and requirements of the Land Planning Act. The Council does not have · authority to review or monitor the local zoning ordinance preparation or implementation following adoptionof the local comprehensive plan. Reviewing and monitoring would ensure that a community's zoning is consistent with the plan's land use element and permits implementation of the plan's affordable and life-cycle housing goals. The Task Force is recommending that for local comprehensive plans updated pursuant to the 1995 LPA amendments, the Metropolitan Council monitor and report on these local zoning implementation efforts and their consistency with the plans' housing goals and objectives. This effort would benefit by the collaboration and cooperation of local government, largely through the Association of Metropolitan Municipalities (AMM). GOVERNMENT FEES, CHARGES AND TAXES OPERATING SERVICE COSTS B ack~,round/Problem Units of government sometimes consider charges imposed on mukifamily rental housing as a revenue source, rather than as reimbursement for cost of providing service. Fees and charges of numerous kinds are imposed on rental housing that exceeds the actual cost of providing the service. Case law has held that a fee or charge that has no relationship to the cost of the service, and in fact greatly exceeds the cost of the service, in fact is a tax. Legislation should specifically prOvide that the fee or charge should not' exceed the cost of providing the service and that a cause of action is available if it does. Recommendations/Proposed Solutions 1. The state Legislature and Governor should enact and sign into law legislation providing that fees and charges imposed on rental housing by cities and other units of government should reflect only the actual cost of providing the service for which the fee or charge is imposed. . The Minnesota Housing Finance Agency should conduct research and compile a sUrvey of fees and charges imposed on rental housing throughout the state by various levels of government, prior to the 2001 legislative session. . Legislation should be adopted that provides a cause of action against a unit of government that charges a fee on rental housing properties that is more than the cost of providing the service. Rationale for Proposed Solutions Rental housing is often charged for services unfairly in relation to the cost of service to rental housing. Rental properties are inherently more efficient to provide services to than are single family homes. For example, a street light fee that is paid by each household on a given block generates a great deal more income if a 100-unit apartment is on the block than ff 12 single family homes are on the block. However, the cost of operating the fight is the same in either case. The same disparity is often created in street maintenance charges ~d many other kinds of charges. In many communities a minimum charge per unit is imposed for sewer and water service on a building regardless of consumption. A rental housing structure in one community can easily pay several times more than an identical building in a community whose fees are based on actual costs. Cities and counties commonly are issuers of tax exempt multffamily housing revenue bonds. The cities and counties often charge application and/or issuance fees of up to 1% of the bond amount, despite AAA bond rating. Since the issuer is being reimbursed for its direct cost, the fees are a revenue source exceeding cost of service. These charges and excessive costs are seen in all levels of government. LOCAL REGULATION AND APPROVAL PROCESS B ack.round/Problem As with the issue of land availability, the question of the impact of local regulations and alSprovals seems a more prominent concern in the metropolitan area than in greater Minnesota. In the metropolitan area, even where land is available for £mancially feasible rental housing development, the perception is that rental housing proposals, particularly affordable rental housing, which is primarily medium and high density housing, are discouraged, made more costly or are outright excluded by the application of local conti'ols and regulation. Builders and developers and their trade associations generally believe local governments dictate land use standards and regulation such as density, parking, street width, etc. and other design and materials standards and approval processes that are unnecessarily burdensome and cost-additive to rental housing development and rehabilitation. Howeve:, in the absence of a compilation and assessment of current, complete and accurate information regarding local residential official controls, this lament is often dismissed as positioning and posturing by developers or as an issue unique to few communities and unrepresentative of most. If local official controls are preventing the development and rehabilitation of rental housing and affordable rental housing, the identification of the most prevalent requirements that warrant examination and revision can not occur without flu-st compiling the data and standards that are currently practiced. Recommendation/Pronosed Solution The Task Force recommends that the Metropolitan Council be asked to undertake, in collaboration and cooperation with the Association of Metropolitan Municipalities (AMM) and local government and multifamily housing builders, a thorough and timely study of local residential development regulations, standards and local approval process practices. Only after compiling an accurate and complete accounting of these local requirements can an assessment of common practices and analysis of their cost implications be undertaken. The study should be completed in time for consideration by the 2001 legislature. Rationale for Proposed Solution There has not been a region-wide, thorough and definitive compilation and analysis of the local standards and requirements regulating residential development and their impact on housing development costs since the joint Metropolitan Council and AMM series of repons in the late '70s and early '80s. One way to substantiate claims that local controls and regulation unnecessarily impede rental housing development and rehabilitation is to identify local official controls that impact the cost of building rental housing and determine how wide- spread these requirements and regulations are and try to quantify their impact on the cost of building rental housing. To do this will require the cooperation of the very local governments that are the target of the criticism. Collaboration with local government through the AMM to examine this issue has much greater opportunity for success. Since all communities in the' metropolitan area have examined or will be examining and rewriting their zoning ordinances within the statutorily mandated nine-month timeframe following adoption of their updated local comprehensive plans, most communities will not have new zoning ordinances until the latter half of 2000. However, much collaboration and coordination about the parameters, expectations and ground work for such a study, including considerable input on the study and the data to be collected could be initiated well in advance of the information gathering in the second half of 2000, and should involve members of the Affordable Rental Housing Task Force. The MetrOpolitan .Council's. role in regional housing planning and comprehensive planning review responsibilities make it the appropriate agency to lead a study of the issue. However, timing of comprehensive plan completion and zoning ordinance preparation will delay examination of the issue until the second half of 2000. BUILDING CODES B ackground/Problem Housing developers in Minnesota encounter two situations with Minnesota's uniform building code that increase the cost ofbuilding affordable housing. One is that the building code is often interpreted quite differently by building officials (fire marshals and building inspectors) in different municipalities, usually to the real estate developer's detriment. Another frequently encountered situation occurs when building officials, who have reviewed the plans and issued permits 12 for construction, revisit the plans and require significant changes that do not seem to be required by code. Changes to the plans late in construction are frequently more costly than plan revisions made earlier. These required changes are typically requested at the time a Certificate of Occupancy is needed, when the developer has no option but to complete the required changes, since the appeals process is lengthy. Recommendations/Proposed Solutions 1. Fire marshals and building inspectors should uniformly enforce statewide building standards. , Any change orders required by local building officials must be issued in time for an appeal to be completed before the anticipated date of substantial completion. An expedited appeal process should be created so developers have the opportunity to obtain a quick review and decision by a third party. . Request that the Department of Administration convene a meeting of developers, architects, builders, city officials, building inspectors, fire marshals and local elected officials to discuss and develop uniform interpretation of building standards and create a review and appeal process that provides quick resolution of disputes regarding building code interpretations. Rationale for Proposed Solutions 1. Uniform interpretation and enforcement of Minnesota's building code would reduce developer's risk and costly design changes. , , . Eliminating substantial change orders late in construction would reduce the cost of producing affordable housing. An expedited appeal process would provide for timely review of decisions issued by local building officials. The Department of Administration is responsible for administering the state building code and assisting clientele in interpreting and applying the state building code. 4(d) RENTAL PROPERTY TAXES AND SECTION 8 RENT ASSISTANCE B ackground/Problem Many owners of rental housing that can obtain lower property taxes through the state's 4(d) classification are not doing so because they are concerned about losing the flexibility to promptly evict disruptive, rent-subsidized tenants. The 4(d) property tax classification makes available a property tax rate as low as that provided owner occupied property. It is available to owners of rental housing who' commit to keeping their properties in compliance with the 4(d) rules. Under 4(d), the owner must keep the rents of apartments submitted for this tax classification in good condition and affordable to households with incomes at 60% of median. Also, 20% of the Twin Cities apartments receiving 4(d) status must be made available to families with Section 8 certificates. (For Greater Minnesota, 10% of apartments must be available under Section 8.) A tenant with a Section 8 certificate pays 30% of his or her income for rent with the federal government contributing the balance of the rent payment. The Section 8 program is one of the few resources available to make housing affordable to very low-income tenants. Under recent changes to Section 8 regulations the local public housing authorities that administer this rent subsidy program have been granted the authority to allow rental owners to use month-to-month rental agreements. Previously, Section 8 leases had to be annual and automatically renewable. Rental housing owners state that they have been less likely to participate in the Section 8 program and therefore not willing to apply for 4(d) property tax status because of the.one-year lease. They were concerned that it would be too difficult to cancel the lease and evict a tenant who was being disruptive. Recommendation/Pronosed Solution Work with the Minnesota Chapter of the National Association of Housing and Redevelopment Officials (NAHRO) to encourage its local housing authority members to permit month-to-month leases for Section. 8 subsidized tenants. Rationale for Proposed Solution If the month-to-month lease is available for Section 8 tenants more owners are likely to both accept families with Section 8 certificates and apply for 4(d) property tax status. The lower taxes and rent restrictions under the 4(d) program will help to keep rents lower, and the acceptance of Section 8 certificates will mean more housing opportunities for very low income tenants. NAHRO as the leading trade association for housing. authorities should encourage the local housing agencies to make the Section 8 program and 4(d) property tax status more attractive to rental owners by allowing month-to-month leases. GOVERNMENT INCENTIVES TAX-EXEMPT BOND ALLOCATIONS access to federal low income housing tax credits, another limited resource. B ackl, round/Problem One valuable tool available to assist in the financing of affordable rental housing is tax-exempt bonds. Tax- exempt bonds provide f'mancing at a lower interest rate than is available from conventional £mancing. In addition, use of tax-exempt bonds allows owners Minnesota's share of the tax-exempt bond authority, based on population, was $236,270,000 in 1999. Federal law imposes the volume cap on tax-exempt bonds. It has not been adjusted for 13 years, despite a 50% increase in costs due to inflation. Congress has adopted a 14 5-year phased-in increase of $5/capita/year, beginning in 2003. A campaign to accelerate the increase was launched last spring. The use of tax-exempt bonds for residential rental projects is restricted by state law to essentially projects that: contain single-room occupancy units and serve very low income persons, , contain predominantly 2 and 3 bedroom units, or , are occupied by households with incomes at or below the tax credit income limits and meet the tax credit rehabilitation standard or involve the f"mancial participation of MHFA or a local unit of government. Rents are restricted in these projects. Recommendations/Proposed Solutions 1. Urge the Minnesota Congressional delegation to continue to support acceleration of the volume cap increase and to identify it as a priority item for tax legislation in 2001. The phased-in increase of the volume cap should be accelerated fom'ard to 2001. . Encourage the state Legislature to increase the amount of Minnesota's bond cap that is set aside for rental housing. Fifty million dollars ($50 million) should be set aside from the housing pool for the next two years for use on residential rental projects. . Encourage the state Legislature to ease the restriction on the types of residential rental projects for which tax-exempt bonds may be used. Rationale for Proposed Solutions Of the total tax-exempt bond authority available in Minnesota, $113,233,000 was designated for housing statewide in 1999. $23 million was set-aside for rental housing out of the housing pool and MHFA used $8,885,000 of its entitlement authority for rental housing. Combined 28% of the bond authority available statewide for housing was used for rental housing in 1999. An acceleration of the volume cap increase coupled with a larger set-aside of bond authority for rental housing could help increase the production of affordable rental housing. Federal law requires some restrictions on. the incomes of the' households occupying a portion of the units, but is less restrictive than state law. Needed rental units to serve the mid-range of incomes cannot access Financing with tax-exempt bonds. Production of these types of units could be increased ff the state restrictions were eased. ALIGNMENT OF SMART GROWTH POLICY AND PUBLIC EXPENDITURES B ackt, round/Problem Currently the Metropolitan Council in its administration of over $150 million in federal TEA 21 transportation funding employs a funding application scoring and ranking process that gives significant weight to the consistency of · individual transportation project apphcations with Regional BIuel)rint policy. This encompa, sses several Blueprint concepts such as intensified and mixed-use development, housing near jobs and vice-versa, neighborhood revitalization and development that supports life-cycle housing and diversification of type and cost. However, regarding an assessment of the specific affordable and fife-cycle housing planning performance of the applicant communities seeking TEA 21 funds, the Council gives little or no weight to local government efforts and track record regarding its support as evidenced by land availability and the use of official controls to permit or encourage fife-cycle housing, including rental housing. Similarly, in its administration of other discretionary dollars such as regional parks funding, or environmental grants such as recent programs to address inflow and infiltration of stormwater into the wastewater system, or its current $7 million plus grant program to address non-point source pollution, housing and in particular the production affordable and fife-cycle housing and the regulation of land for such, is not on the Co'ancil's radar screen as it makes grants to local government. Recommendations/Solutions 1. The Metropolitan Council should develop and implement criteria and standards for the allocation of Council funding to facilitate and encourage the development of affordable rental housing. This recommendation concerns the following Council funding activities: · transportation and transit (e.g., TEA21), · parks and open space, · wastewater infrastructure, environment related loan and grant programs, , o . · community development/tax base revitalization and housing. The Metropolitan Council should allocate resources at its disposal giving priority to communities that have achieved or are making significant [~rogress in achieving their Livable Communities Act (LCA) Affordable and Life Cycle Housing Goals or to help them to achieve these goals. The Metropolitan Council should also give priority to communities that are supporting the development of affordable rental housing by identifying and Zoning land for multi-family housing and by adopting local regulations that will encourage rental housing development. Representatives of the Rental Housing Task Force should meet with the leadership of the Metropolitan Council or its leadership to request adoption of these recommendations. Once adopted, the Council should report on how these recommendations are being implemented and report on the impact they have had toward expanding the availability of rental housing in the Twin Cities. Rationale for Proposed Solutions The Twin Cities metropolitan area is growing much faster in population than it is adding housing. Between now and 2020 planners forecast the need for an annual production of 15,000 housing units, with about 1/3 of the needed housing being rental. This is about two times the production of rental housing than is now occurring. Why are 16 incentives needed in the Twin Cities communities and not elsewhere? While rental housing is needed across the state of Minnesota to support the growing number of households with lower wage jobs, growing suburban communities in the metro area often abdicate this affordable rental housing responsibility to the central cities and older, first-ring suburbs. Land suitable and affordable for rental housing development is much harder to come by in the Twin Cities. This is why metropolitan cities need stronger incentives to locate rental housing than do their greater Minnesota counterparts. Fortunately, metropolitan area cities have other infrastructure needs and are often willing to accommodate a limited amount of rental housing in order to access other public resources, such as those controlled by the Metropolitan Council. This is particularly true in the case of transportation funding. The Council, however, must be encouraged to strengthen its system of allocating resources under its control in ways that get the local communities to also accept and support development of affordable rental housing. SALES TAX EXEMPTION B ack,round/Problem Approximately 60% of the costs of new housing and an even higher percentage of the costs of rehabilitating existing housing are materials and supplies. Sales tax is paid on these materials and supplies. The sales tax adds to the cost of producing affordable housing. Recommendation/Solution Urge the Minnesota Legislature and Governor to include a sales tax exemption for materials and supplies for the construction of new rental housing. and qualified rehabilitations for a limited period of time, fol/owed by evaluation to determine the effectiveness. Rationale for Prol~osed Solution A sales tax exemption could "jump start" the construction and rehabilitation of affordable rental housing and qualified rehabilitation. It could reduce the cost of units by 4% for example; a $100,000 unit could cost $4000 less if no sales tax was paid on the material and supplies. Ill Joint Center for Housing Studies of Harvard University Graduate School of Design John F. Kennedy School of Government Principal funding for this report was provided by the Ford Foundation and the Policy Advisory Board of the Joint Center for Housing Studies. Additional support was provided by: Association of Local Housing Finance Agencies Fannie Mae Foundation Federal Home I,oan Banks Freddie Mac Housing Assistancc Council Mortgage Bankcrs Association of America National Association of Itousing and Redcvelol)ment' Officials National Association of Realtors National Council of State ttousing Agencies National ttousing Endowment National Low Income Housing Coalition National Multi Housing Council Research Institute for ltousing America Thc opinions exprcssc,l in The State of the Nation's ttousing: 1999 do not ncccssaril); rcprcsent thc views of ttan,ard Univcrsit); the PoliO' Advisor), Board ofl the loint Ccntcr for Housinx Studics, the Ford Foundation, or thc other sponsorinx aeoencies, Executive Summary 18 ~ 16 .-' 10 ~8 Housing had another record-setting year in 1998. Home sales reached new peaks, housing starts topped 1.6 million units, and the value of residential construction hit an all- time high. With effective mortgage interest rates and unemployment at their lowest levels since the 1960s, the national homeowner- ship rate climbed to a record 66.3 percent last year (Fig. I). Notwithstanding these impressive . achievements, progress on certain longstanding housing problems remains stalled. At the same time that ho~neownership has become a reality for more Americans than ever before, the gap between minority and white homeowner- ship rates has barely narrowed. And despite steady gains in both employment and income, about four million extremely low-income renters still pay more than half their incomes for housing. Housing Contributes to Expansion Housing has not only benefited from the strong economy, but it has also contributed significantly to its growth. Total spending on home building and remodeling was up nine percent in 1998, to $300 billion. The blistering pace of home sales generated about $2.2 billion in additional spending by homebuyers making improvements to their newly purchased homesl What is more, revenues to busi- nesses and state and local govern-  With 14ortgage Interest and Unemployment Rates · at 30-Year Lows, Homeownership has Soared - 67 66 65 I I I I I I I I I I ! I I I I I I I I I I I I I I I I I I I I 56 1966 1970 1974 1978 1982 1986 1990 1994 1998 ~ Homeownership Rate ~,~.'=: Effective Interest Rate ~.'.::.~ Unemployment Rate Note: Bre,~3: ~n hc3tecT~nership series in 1993 is due to chan~e in Cev--~as m~thodolocjqr. Sources: Hc~w~o'~ership from Census Bureau Series I{-111; effective ~ortga~e interest rate frc~, Federal Hc~asing Finance Board; un~,n:ployw~nE rate frc~, Bureau of Labor Statistics· 64 ~ 6O ~ 59 ~ ments from home selling activity surged by 17 percent. Heavy mortgage refinancing activi- ty also put more money into con- sumers' hands. A recent Freddie · Mac survey reveals that over three million homeowners took out more equity in cash last ),ear than they needed to refinance their loans. Development Intensifies Housing production in 1998 stood at its highest level in more than a decade. Including manufactured housing, new homes have been added at nearly a ~.8 million unit ann~al rate since 1996. In 17 states, more housing permits were issued last year t~an during the previous peak in the 1980s. The housing boom has rekindled concerns over the pace and pattern of development. Between 1990 and 1997, home building activity exceeded 200,000 units in 8 metro- politan areas, and 100,000 units in 21 metropolitan areas. Most of this construction is in medium- and lower-density counties at the met- ropolitan fringe or beyond (Fig. 2). In fact, nearly one million building permits issued in nonmetropolitan areas during the 1990s have been in counties bordering metro areas. Meanwhile, the nation's largest cities have experienced varying rates of groscth. While housing permits in most locations are up from early 1990s troughs, a large number of cities in the Northeast and Midwest continue to lose pop- ulation, tn contrast, strong eco- nomic growth in dozens of large cities in the South and West con- tinues to attract new residents. Homeownership Booms In the past four },ears alone, the number of owner households has grown by 5.4 million. All age and income groups, household types, and ethnic and racial groups have registered homeownership gains. Remarkably, minorit7 households have contributed over 40 percent of this growth even though they ~nakc up less than 20 percent of all own- ers. Minorities now account for 30 percent of first-time homebuyers, up from just 19 percent in 1985. Even with these advances, though, homeownership rates among minorities still lag those of whites by a substantial margin. A key fac- tor in this persistent disparity is education and its returns in the labor market. For minorities, the likelihood of becoming a home- owner increases dramatically with completion of a bachelor's degree. But 38 percent of Hispanics and 12 percent of blacks aged 25 to 34 have not even completed high school. Moreover, even young, married, college~educated minorities Development Is Increasingly Concentrated in Medium- ~--~d Low-Density Counties Thousands of Permits Medium ,-- I I I I I I I I 50 100 150 200 250 300 350 400 1990 ~ ~997 Notes: P~pulation de_n~sities defined using 1990 po~a!ation and land area. Each der~ty category ccntaip~d one-fifth of the US population in 1990. Sources: Joint Center oou~nt¥ datah~.se; Census D~reau Series C-40. 450 have lower ownership rates than high school-educated whites with similar demographic characteristics -- in large measure because minori- ties still earn lower median wages. Affo~'dable Housing Needs Grow Despite this long economic expan- sion, the number of severely cost- burdened renters remains stub- bornly high. In 1995, almost 3.9 million unsubsidized households with extremely low incomes spent more than half their incomes on housing. Although changes to fed- eral data sources make more current estimates impossible, this number- has likely grown in the past four years because incomes have not kept pace with rents. While the jury is still out on the success of welfare reform, its impact on housing needs is becom- ing clearer. If recent experience is any guide, the wages ex-recipients earn -- at least initially -- are inadequate to cover the costs of a modest two-bedroom rental with- out exceeding the 30-percent-of- income standard. At today's rent levels in eight states, at least two people in each household would have to work full time earning $7.00 an hour to comfortably afford this tTpe of housing (Fig. 3). On the supply side, 337,000 unsubsidized units affordable to extremel}, iow-income renters were lost between 1991 and 1995. The number of units receiving direct federal subsidies has also dropped by 65,000 in the past four years alone. Meanwhile, federal pro- grams have replaced long-term subsidy contracts with annual extensions, leaving a growing share of landlords free to opt out at almost any time. Contracts on another million units will expire within five years, many of which are located in areas with rising market rents. Tens of thou- sands of very Iow-income renters -- many of them elderly- may face stiff rent hikes or be forced to leave in search of more affordable units that accept "portable" subsidies. Expanding Housing Opportunities Over the next decade, the pace of household growth should match or slightly exceed the 1.1-1.2 million annual rate averaged in the 1990s. Including manufactured homes, the number of housing units added ~Lould thus be on par with the 16 million or so built in this decade. As the baby boomers reach their 40s, 50% and early 60s, they will continue to drive both homeowner- ship rates and home values to new heights. They will also spend more on remodeling their older and more valuable properties, further stimu- lating housing investment. Those boomers who remain or become The Working Poor Are Struggling to Afford Even Modest Rentals Number of Full-Time Jobs Needed to Rent a Typical Two-Bedroom Apartment r~;~ 1.2 to 1.4 Jobs 1.5 to 1.7 Jobs ~::.i::.: 1.8 to 1.9 Jobs ~ 2.0 to 2.9 Jobs Notes: Assu~s 1998 Fair Market Rents, take-hc~e wages of $7 per b~ur, a 40-hour ~ork ~x~ek., and a rent burden of no wore than 30% of incc~-~.e, b'.~vde!ed on the National lo.'-Ivromm Housing Coalition wnthodolcx3y. Source: Joint Center analysis using HUD Fair M~rket Rents, renters will delnand more expensive and amenity-rich apartments. Meanwhile, the "echo boomers" will be gradually entering the hous- ing market, fueling demand for rentals and starter homes. 'Ihe chil- dfc fi of the baby boomers differ from their parents in important ways that affect their housing pref- erences. In particular, more echo bomners are immigrants or second- generation Americans. More will have college degrees, more of the women will work, and more delay marriage and childbearing. At the same time, most of the par- ents of the baby boomers are now past 70 and an unprecedented share is expected to live well past the age of 80. Demand for structural modi- fications that allow the elderly to function safely Within their lion]es will therefore increase. As.these seniors grow more infirm, though, independent living will become more difficult and alternative arrangements combining healthcare with housing will gain popularity. The overall aging of the popula- tion thus favors rising homeowner- ship rates, strong home building and remodeling activit}; and record home sales well into the next decade. Unfortunately, the ,enduring strength of housing mar- kets may add to the affordability problems of poor households with weak income growth. Indeed, with housing costs on the rise, expand- ing the supply of low-cost units and preserving the subsidized stock will be especially important hous- ing challenges. Housing Markets Housing markets turned in another stellar performance in 1998, set- ting new records for home sales as ,,,,'ell as for the value of residential construction (Fig. 4). Single-family production stood at levels not seen since the 1970s, and multi- family construction achieved a fifth straight year of growth. Condominium sales also heated up to a record 655,000 unit seasonally adjusted annual rate in the first quarter of 1999. Housing has drawn its strength from the lowest effective mortgage interest rates in 30 years. In addi- tion, 1998 marked the third con- secutive }'ear of tame inflation, - low unemployn~ent, and nearly four percent economic growth. Housing Production Surges Housing starts jumped nearly 10 percent to 1.6 million units last year, and were up strongly in the first quarter of 1999 over the first quarter of 1998. Housing permits reached 1990s peaks in 32 states and eclipsed their previous cyclical peaks in 17 (F/g. 5). California, Florida, Georgia, North Carolina, and Arizona -- which together account for nearly a third of total 1998 production -- all posted their best },ear since 1991. Indeed, it was the best year ever for Georgia and North Carolina. In many of these states, permits were double or triple their recession lows. Even ~narkets with relatively Home Production and Sales Reached All-Time Highs in 1998 I I I I I I I I I 1975 1980 1985 1990 ~ Value of New Residential Construction (Right Scale) ;-: Existing Home Sales (Left Stole) New Home Sales (Left Scale) Source: Table A-1. 1995 I 300 250 200 _m. _ 150 ~ 100 ~" 0 1998 low housing production were at 1990s peaks, including several states in the Midwest and Northeast. No state displayed major signs of hous. ing market wea 'kness relative to 1997. In the 10 states where permits declined last year, the losses were only modest. Of this group, Arkansas, Nebraska, Oregon, and West Virginia issued more permits in 1998 than in peak },ears of the I980s. Still, produc- tion in many states -- including Alaska, California, and t'Iawaii -- remains well below 1980s levels. Single-family production registered its best },ear since 1978, exceeding 1980s peaks in 29 states. Multi- family housing increased its share of total production from a iow of 11 percent in 1993 to 18 percent in 1998. Although its share fell from about 19 percent in 1995 to 17 percent last },ear, manufactured housing production continued to grow. Indeed, manufactured hous- ing accounted for more than a third of 1997 home production in 10 states. Housing Outpaces the Economy The 9.4 percent surge in combined spending on home building and remodeling provided a substantial lift to the national economy in 1998. Strong home sales, mortgage refinance activity, and home equi- ty lending also helped to fuel Housing Production Has Topped 1980s Peaks in One Out of Every Three States 1998 Permits as Share of 1980s Peak ~.:._~t.{ 0%to50% 51%to100% 101%to125% ~ 126%to186% Source: Connus ~zreau Series C-40. up cash through lower mortgage payments. A 1998 Freddie Mac survey indicates that about half of the six million homeowners who refinanced last year took out new mortgage loans that were at least five percent larger than the ones they retired. By comparison, only about a third of borrowers drew on their home equity to such an extent during the record refinanc- ing boom of 1993. What is more, the median amount of cash taken out in 1998 equaled 11 percent of the home value, up from 6 percent in 1993. growth. Including lender and bro- ker fees, transfer and title taxes, and fixed costs, home sales directly contributed $60-70 billion to the economy and generated about $12-14 billion in state and local tax revenues. Indeed, sales-related revenue grew more than four times faster than the economy in general and helped to offset weakness in other sectors. Strong home sales also stimulate remodeling activity. According to Joint Center estimates, buyers of existing homes spend roughly $1,900 more, and buyers of new homes about $1,300 more, on improvements within the first year of purchase than owners who do not move. Growth in home sales thus generated about $2.2 billion in additional home improvement spending in 1998 over 1997. At the same time, hear3, refinanc- ing activity pumped money into the econmny, both by allowing homeowners to borrow against their home equity and by freeing Borrowing against home equity in the form of second tnortgages and lines of credit has also surged in the past five years (Fig. 6). Even after adjusting for inflation, home Growth of Home Equity Borrowing Has Pumped Cash Into the Economy Home Equity Loans Outstandin~ 450 350 ~ 300 ~50 200 150 100 -- . 0 1993 1994 1995 1996 1997 Source: Federal Reserve Bulletin, "Recent D~velop~nts in Home Equity Lending," April 1998, p. 248. equity lending of this type rose some 45 percent between 1993 and 1997 -- more than 10 times faster than the 3.9 percent rise in home prices. Not all of this $130 billion became available for spendin§, however, since more than half of these borrowers used some portion of their equity loans to pay off higher interest-rate debt. Never- theless, second mortgages helped even these homeowners spend more on goods and services by reducing their debt payments. For all these reasons, housing has made important contributions to this unprecedented economic expansion. Whether this support can continue will depend primarily on the strength of job growth and the direc- tion of mortgage interest rates. While exceeding expecta- tions throughout this business cycle, the vigor of housing produc- tion, home sales, and refinancing activity will be difficult to sustain. Decentralization Continues Home building has set a spectacu- lar pace, exceeding 10,000 units in 240 counties across the country from 1990 to 1997. Since the beginning of the decade, 21 met- Many Areas Across the Country Have Experienced Intense Home Buildin~ Activity Counties Adding at Least 10,000 Homes, 1990-1997 Notes: A_~n. uai place-level per.it ciata aggregated to cou~ties. Does not include ,?ma~.ufactul'c~d housLng. Tb~ e_~:tent of gr~.'th in the Southwest a~4>ea/-s s~r~what exaggerated because the c~.hnties in that regicn are p~azTicu!ariy large. So'arce: Cen.~zas Bureau Series C-40. Since the beginning of the decade, 21 metropolitan areas have issued more than 100,000 permits. ropolitan areas have issued more than 100,000 permits (Table A-4). Topping the list are Washington, DC with more than 330,000 permits, Los Angeles with nearly 310,000, Atlanta with 303,000, and Chicago with 276,000. When mapped, the extent of development around many of the nation's large metropolitan areas becomes apparent (Fi~,. 7.). Southern California, the San Francisco Bay area, southern Florida, southern Arizona, the Boston-Washington corridor in general (and Seattle, Portland, Las Vegas, Denver, Chicago, and Atlanta in particular) have all experienced heavy building activi- ty outside traditional city centers. But so too have smaller metropoli- tan areas such as Mobile, AL, Boise, ID, and Greenville, SC. I)evelopment is pushing to the boundaries of metropolitan areas and spilling over into nonmetro- politan areas. One indicator of this growth is the number of housing permits per thousand people, which conveys the intensity of new construction relative to the population already residing in a particular county. By this measure, medium-density counties are undergoing the most intense development, averaging 54 permits per thousand people in the South, 52 in the Midwest, $1 in the West, and 29 in the Northeast. In fact, even the low-density counties in the West registered a rate of 46 per- mits per thousand people. Nationwide, 14 counties that issued 10,000 or more permits dur- ing the 1990s also averaged more than 150 permits per thousand people. Assuming an average of three persons per household, this level of activity means that almost half as many permits were issued as there were households. More- over, four of these counties (Clark County in Nevada, Collin Count), in Texas, Collier Count), in Florida, and Douglas Count), in Colorado) issued 30,000 or more permits between 1990 and 1997. lvleanwhile, more Americans in the 1990s than in the 1980s have been bypassing metropol- itan areas altogether in choosing where to live. For the first t:,'~.e since the 1970s, the pace of growth of the non- metro population is approaching that of the metro popula- tion. In addition, 60 percent of the 1.6 For the first time since the 1970s, popula- tion 9rowth in nonmetropolitan areas is approach~r~ 9rowth in metro- politan areas. million nonmetropolitan housing permits issued since 1990 have been in counties adjacent to met- ropolitan areas. Population Trends Domestic and foreign immigration patterns continue to strongly favor the South and West. Indeed, the share of the population living in the West has now surpassed that in the Northeast. In addition, the South's share of the US population is at its highest level since before the Civil War. As a result, major metropolitan areas in the South and West have experienced the fastest growth during the 1990% with development pressures extending into the surrounding nonmetropolitan areas. 1AqHle the suburt3s continue to grab population share from central cities in all four regions, there are hopeful signs that the exodus from some of the nation's largest cities is reversing. Both Boston and New York posted modest population gains from 1994 to 1996. These cities, how- ever, would have contin- ued to lose population to domestic outmigra- tion if not for the arrival of foreign immigrants. Indeed, many cities con- tinued to lose population through the mid-1990s, including Baltimore, Buffalo, Chicago, Cincinnati, Cleve- land, Milwaukee, New Orleans, Philadelphia, Pittsburgh, Rochester, St. Louis, and Washington, DC (Fig. 8). In nearly all cases, the losses continued even as their metropoli- tan areas gained population. With domestic migrants primarily head- ed to the South and West, it will be difficult for these cities to attract o residents back to their centers. In contrast, dozens of large cities in the South and West have man- aged to parlay regional economic growth into city population grovd2h (Table A-5). Even so, San Antonio is the only one of the 39 largest met- ropolitan areas where population growth.in the city exceeded that in the suburbs between 1990 and 1996. San Antonio is an exception because its central city spans 333 square miles and contains 75 per- cent of the metro area popula{ion. Many of the other fast-growing cities -- such as Charlotte, Orlando, and Phoenix -- also include large tracts of undeveloped land within their boundaries. V~q~ile up overall since the 1980s, population growth in nonmetro- politan areas is uneven. PopuIation continued to decline in just over a quarter of the more than 2,200 nonmetro counties from 1990 to 1997, with ongoing losses concen- trated in Appalachia, the Great Plains, and the Mississippi delta region. But these declines were more than offset by gains in loca- tions adjacent to metropolitan areas, and also in retirement desti- nations and communities that. Population Growth in Large Cities Lags Gains in Surrounding Areas Annual Average Percent Change in Populaticn, 1990-1996 New York Boston Buffalo Cleveland/Akron Detroit Hartford Philadelphia Pittsburgh Providence Rochester, NY St. I.ouis San Antonio Charlotte Dallas Denver/Aurora Houston Phoenix/Mesa Portland Salt Lake City Columbus Kansas City Los Angeles Miami Norfolk San Diego San Francisco Seattle Tampa/St. Petersburg Atlanta Indianapolis Orlando Sacramento Baltimore Chicago Cincinnati Milwaukee New Orleans Washington, DC Minneapolis/St. Paul Less titan i% i% to 1.99% 2% ~ Surrounding Area Growth N~tes: garge cities defined as the primary m~..ed city off the NSA/.~_.ISA plus any ether city in Ehc ~tro area with a population greater than 200,000 in 1990. Surrounding area defined as the remainder of the me~ro area. New York includes Newark and Jersey City. Los Angeles includes I~ng Reach, ~maheim, Santa Asa and R~verside. San Francisco includes San Jo~e a~':d Oakland. Dallas includes Ft. ~';czth and Arlington. Source: Table A- 5. specialize in services and manufac- turing. In fact, population growth in nonmetro retirement communi- ties was up a remarkable 19 per- cent between 1990 and 1997. Housing Market Prospects Over the next decade, residential construction will probably proceed at a rate similar to the 1.6 million unit annual pace averaged so far in the 1990s. With the leading edge of the baby-boom generation well into their peak earning years and the trailing edge fast approaching, strong demand for larger, well- appointed new homes will keep construction values climbing. The addition of 16 million homes over the next decade and the aging of the overall hous- ing stock will also serve to boost spending on home improvements, repairs, and alterations. Unless the baby boomers and their children reverse what is now a century- long trend toward decen- tralized development, home building activity will remain concentrated at the metropolitan fringe and beyond. And although some urban areas could see turn- arounds, the share of the LIS population living in central cities is likely to continue ~o decline unless key issues such as school quality and public safety are addressed. While the South and West will continue to draw population on net from the Northeast and the Midwest, most of the growth is expected to occur in just a few states -- including Arizona, Colorado, Florida, Georgia, Oregon, North Carolina, Texas, and Wash- ington. Growth patterns could,. however, change if quality-of-life and environmental concerns lead to constraints on land supply and make housing in these areas less affordable. Demographic Drivers of Demand Growth in the number of households is the single largest source of resi- dential construction demand, accounting for over 70 percent of home building activity during the 1990s. The rest of demand comes from the replacement of housing lost to abandonment or disaster, expansion of the stock of second homes, and the increase in the number of vacant units needed to accommodate the turnover gener- ated by movers. will come from the movement of the population into ages with higher household headship rates (the share of individuals heading independent households). The remaining 10 percent of the growth will result from the over- all rise in headship rates caused by relatively high divorce rates, declining marriage rates, and iow remarriage rates. The Echo Boomers Over tile next decade, the number of US households should continue to increase by an average of 1.1-1.2 million annually, adding to the roughly 104 million that exist today. While immigration will contribute about a quarter of this growth, 65 percent of the increase The 84 million native-born chil- dren of the baby boomers make up the lion's share of the so-called "echo-boom" generatio, n bom since 1977. Another five million foreign-born individuals living in the US are also echo boomers, and immigration will continue to fuel The Echo Boomers Are Rev',~,rsin9 Recent Declines in the N~,mber of Youn9 Households 1,500 -- 1,00-~ 500 -- 0 -500 -1.12}00 __ 2 4,5oo -2,0~0 1990-1995 Age 18 to 24 1995-2000 I~ Age 25 to 34 2000-2005 2005-2010 Source: Table A-2. growth of this population group over the next 10 years. The echo boomers are already beginning to reverse the recent decline in the young-adult popula- · tion, adding an average of about 20,000 each year to the ranks of households headed by 18 to 24 year-olds (Fig. 9). The number of households headed by 25 to 34 year-olds will also show substantial increases after 2005. By 2010, the echo boomers will account for more than one in ten owner and four in ten renter households. Today as the first echo boomers enter the housing market, they face economic conditions that are remarkably similar to those their parents encountered when they started to form households in the mid- to late-1960s -- strong CDP growth, accompanied by low infla- tion and low unemployment. But while market conditions are com- parable, the echo boomers them- selves differ in notable ways that affect their housing choices. Compared with the postwar baby boomers who reached young adult- hood around 1968, the leading edge of the echo boom is more racially and ethnically diverse. The first wave of echo boomers is also more educated than their parents were at the same ages, although they earn slightly less. In addition, more women in this age group are 10 10 Leading-Edge Echo Boomers Are More Diverse and Slower to Marry Percent in Each Category at Ages 18 to 22 Population Minority Foreign-Born Second-Generation Never Married Women in Labor Force Baby Boom Echo Boom 16.8 34.0 3.4 10.1 9.8 11.7 67,0 88.4 52.3 66.1 I]ouseholds Single-Person 13,7 23.1 Married-Couple 69.O 21.4 Any Household with Children 43,S 32.4 Homeownership Rate 16.2 15.2 Single-Person 8,5 1] .4 Sources: Echo-boom race and i~mi~rant characteristics are for people aged 18-22 from the 1998 Current Pcpu!ation Survey. Baby-boom race and immigrant characteris- tics are for people aged 20-24 from the 1970 Census PU~S files. Household charac- teristics are for households with heads aged 18-22 from the 1968 and 1998 Current Population Surveys. in the labor force today titan in 1968 (Fig. i0). And most important for housing demand, larger shares of leading-edge echo boomers live alone. Even so, the first echo boomers have only slightly lower homeownership rates overall than their parents did, in part because relatively more single echo boomers are buying homes. Whether the next wave of echo boomers will have as much home- buying success remains to be seen. Slightly lower earnings relative to their parents, combined with rising home prices, will make buying more difficult if interest rates climb. Nevertheless, it is noteworthy that echo boomers who mart3, are far more likely to be tn dual-earner households than married baby boomers at the same ages. On aver- age, thc echo boomers also have fewer siblings and wealthier par- ent's than the previous generation, and may therefore receive more family help in making a downpay- merit on a home. The echo boomers will have the biggest impact on housing markets in the South and West. They already make up a larger share of the The echo bocm~rs ~.,i 11 have the biggest impact on housing markets in the South and West. population in these regions than elsewhere, and continued migra- tion will only add to their concen- tration. Although heralded by some as a boon to central cities, the movement of the echo boomers into their 20s may not bolster city population growth as much as pre- dicted. The fact is that only indi- viduals in their late teens have a net migration pattern favoring urban areas, possibly because of the attractions of city-based colleges and 'universities. By ages 20 to 24, young adults are akeady moving to the suburbs. Senior Households At the same time that the children of the baby boomers are growing to young adulthood, their parents are reaching their 70s and 80s. With life expectancies rising, the fastest growing segment of the elderly population will be age 85 and older. Currently, over 70 percent of this age group are women, most of whom are widows 1Mng alone. Despite infirmities that increase with age, the overwhelming majori- ty of seniors want to -- and do -- remain in their homes. Of those households with members aged 70 and over living outside institutions, only 3 per- cent reside in assisted or congregate facilities that provide health, domestic, or personal-care services. Of the remaining 97 percent, about 42 per- cent live alone, 34 percent with spouses, and 24 percent with others. Senior living arrangements take a varieD, of forms. In 10 percent of 11 households with an elderly mem- ber, the senior has moved in with a caregiver or a caregiver has moved Age 70 to 79 in with him or her. Another 20 percent are supported by friends or family who already live in the Age home or visit to provide help. Only s0 to s9 about 7 percent get assistance from outside organizations or unrelated individuals. Regardless of the set- Age 90 ~r Older ting, though, the proportion receiving care increases with the age of the senior (Fig. 11). Although 5.0 million households now include a senior citizen with disabilities, just 2.1 million express the need for structural modifica- tions to their homes to function safely and comfortably. And only about half of these households actually have the modifica- tions they say they need (Fig. 12). With the number of households headed by a person aged 65 or older rising by about 300,000 per year over the next decade, demand for such Is:ne modifications will clearly grow. Handrails and Grab Bars Ramp Bathroom Modifications Extra-Wide Doors or Hallways Elevator or Stair Lift Kitchen Modifications Door Handles Instead of Knobs Modified Faucets or Cabinets Perhaps the biggest impact that seniors will have on housing markets, however, will come when they depart their homes for smaller or more appropri- ate units, move in with other individuals, or die. Given that elderly owners The Share of Households with Seniors Receiving Care in Various Settings Increases With Age I 0 10 20 30 40 50 60 70 80 90 100 ~ Reside in Assisted Living or Congregate Facility U,?Z Moved in with Helper/Helper Moved In Receive Help from Outside Organization or Nonrelative Receive Help from Other Caregiver ~ Without Help Note: Age refers to the olde. st ~rber of the household. Source: Joint Center tabulation~ of the National InstituCe c~n Agir~'s Assets and H~_alt]l E~.~naw~cs Afrong the Oldest-Old (A~{EAD)_ Survey, 1993-94. Only Half of Households With Disabled Seniors Have the Home Modifications They Need Households E.~pressing Need for Modifications, 1995 80 100 Note: Exclude~ all households with seniors that did not express need for structural modifications. Source: Joint Center tab%ulations of the 1995 American Housing Su~vey. 1,309 638 486 ,~ 309 ~ 305 ~- 207 193 130 11 seldom make discre- tionary improve- ments to their homes, the new own- ers of these units are likely to invest in substantial modifica- tions or upgrades to their properties. With the baby boomers strug- gling to care for their aging parents, public attention will increasingly focus on the intersection of housing and healthcare. With increasing numbers of baby boomers strug- gling to care for their elderly par- ents and the leading edge of the boomers themselves only 12 ),ears away from retirement, more public attention will become focused on the intersection of housing and healthcare. In the meantime, efforts under way to reform Medicare will have a sig- nificant impact on what home-based health and personal-care options remain viable and affordable in the future. Because the elderly pop- ulation is concentrated geographically, the effects of their housing choices will be felt most strongly in certain markets. Some states -- particularly in New England, the Great Plains, and the Mid-Atlantic region ---have large shares of seniors simply because young adults have moved away to other parts of the count'ry. Others, such as Florida and Arizona, have siz- able elderly populations because they provide popular retirement destinations. While the states in the Western and Mountain regions, along with those in the Southeast (excluding Florida), · have relatively small elderly popu- lations today, these locations are expected to show the fastest growth in senior households over the next 20 years. Foreign-Born Households Now accounting for just over 10 percent of the US population, for- eign-born households are impor- tant contributors to housing _ demand. Although generalizing across immigrant households -- '13 Immigrant Adults Residing Together Are a Potential Source of New Households Percent cf Households Under Age 45 Sharing Quarters 30 -- ~0 ---~7:~ WRh Any W~ ~y Aduk ~ ~re~ W~ AduR ~ Adult W~ Other Adult Reladve Non-Rel~e Sibling Child Adult Relate ~"T:':_ Nafiv~born ~(:~ Head ~om Euro~R~sia ,~::~,..:.~ Head ~om~ia ~ Head ~om ~tin Ameri~ Notes: l~migrant defined as tony foreign-born person. Adult relatives exclude spouse. Source: Joint Center tabulations of the 1998 Cu~ent Population Survey. even of the same nationality -- is risky, their living arrangements do differ from those of the native-born population in specific ways that affect their housing preferences. For example, even after accounting for the younger age structure of the foreign-bom population, a larger share of immigrants under the age of 45 head married-couple households with children. Some 54 percent of Latin American immigrants head this type of household, compared with 40 per- cent of native-born Americans of all races and ethnicities. At the same time, the foreign-bGrn are also more likely to live with other adults (excluding spouses). While native-born households more commonly include an unmarried partner, immigrant households are more apt to include parents, adult siblings, or other adult relatives (Fig. 13). l lousehold composition varies not c;n:y between the foreign- and native-born, but also among immi- grants frmn different regions. For instance, Asian and I.atin American immigrants are much more likely to have adult siblings and adult cousins, aunts or uncles living in their households than European or Russian immigrants. Asians are more likely than any other group to have a parent living with them and least likely to be single parents. These cultural patterns have impli- cations for future housing demand as well as for current consumption. Foreign-born adults who currently share a single unit are a potential wellspring of new households. Over time, the household headship rates of immigrants converge with those of the native-bom popula- tion. For example, immigrants aged 20 to 29 in 1980 were 83 percent as likely as native-bom individuals to head their own households. By 1990, though, these same immigrants (then aged 30 to 39) were 92 percent as likely to head households. Second-Generation Americans Over half of the country's 28.3 mil- lion second-generation Americans (native-born children of immigrants) are under the age of 30. Although represent- ing only a small share of today's households, these younger second- generation Americans make up nearly a sixth of the echo- boom population. As such, they ,,viii have a growing influence on housing demand over the next decade. Many second-generation Americans have already taken advantage of economic mobility in the United States to become homeowners. Indeed, homeowner- ship rates among second-generation households under age 30 far exceed those of same-aged immigrants. Moreover, their ownership rates approach those of other native-bom Americans even though they are more concentrated in metropolitan and Western areas where ownership rates are relatively low. Their prog- ress is not wholly surprising given that the share of younger second- generation Americans with a bache- lor's degree or higher approximates that of same-age native-born Americans, and their median house- hold' incomes are also similar. ., Like foreign-born households who have been in the United States for several years, second-generation Americans are less likely to live in M~ny second- generation Americans have already taken advantage of economic mobility in the United States to become hon~°wners. bentral cities than recent immigrants. Since they are also unlikely to live in non- metropolitan areas, second-generation Americans have a sig- nificantly greater pres- ence in the suburbs (in percentage terms) than even those whose families have been in this country for more than two generations. Geographic Impacts of Immigration While media attention has focused on the growing pluralism of the US 13 14 population, most locations remain untouched by the sharp influx of immigrants since the 1980s. The vast maiority of foreign-born house- holds and second-generation Americans live in just 11 "gateway" metropolitan areas. Indeed, immi- grants or their native-born children make up a third of all young house- holds in these gateways ('Fig. 14). Outside these metro areas, the impact of immigration is most noticeable in a handful of Western states, hnmigrants and their US- born children account for about 20 percent of households under age 45 in large Western metro areas, 26 percent in smaller metro areas, and 14 percent in nomnetro areas. Elsewhere in the country, though, these shares are a modest 10 per- cent in metropolitan areas and 5 percent in nonmetropolitan areas. Household Prospects While the baby boomers will con- tinue to dominate housing markets over the next 10 years, their par- ents and their children are begin- ning to exert a growing influence on demand, tn keeping with the general shift of the population to the South and West, the racially and ethnically diverse echo boomers will make their presence felt particularly in these regions. With the leading edge of the baby- boom generation still 12 }'ears 14 Gateway Metros The Impact of Immigration Is Greatest in Gateway Areas and the West Percent of Young Households Headed by !~igrants or Their Children, 1998 W-B S"2 Large Metros Smaller Metros Nonmetro NORTHEAST Nonmetro :~ .. MIDWEST L~rge Metros i~ Smaller Metros~ Nonmetro i~ SOUTH -- ] Large Metros I Smaller Metros Nonmetro ~ 0 5 10 15 20 25 30 35 Notes: Gateway n',~tzos i::alude Leu Angeles, New l%rk, S~~. Franzis{~, O~icago, Wasldngtcn, l~?, H.suston, S.mq Diego, ~oston, Dallas and Philadelphia. b%~e ~tros have ~ulati~ ~,'er 1 million. contai~ s~n ~%11 m~tros not identified by the ~_nm:s ~reau. Y~ households defined as ~tder ~e 45. Source: Joint Center tah~:lations of the !99~3 ~rr~nt Pci~dlation from retirement age, many have parents who are now in their late 7Os, 80% and even 9Os. Since most of these seniors live in convention- al housing, the demand for hmne modifications to deal with the infirmities of aging will increase. Meanwhile, the baby boomers will become increasingly involved in the search for new housing alterna- tives for the elderly. Barring a significant change in immigration policy, the foreign- born population will continue to account for a substantial share of household growth. Although sec- ond-generation Americans are more apt to move away from the gateway areas than their parents, immigrants and their adult children will likely remain concentrated in relatively few areas of the country. Homeownership Trends With effective mortgage interest rates at their lowest levels in three decades, the national homeowner- ship rate reached a new high of 66.3 percent in 1998 and has continued to rise in 1999. Even though home prices climbed 3.8 percent faster than general price inflation between 1997 and 1998, favorable interest rates pushed the after-tax costs of a typical home down by 1.7 percent (Fig. 15). Mounting pressures could, howev- er, slow the pace of homeowner- ship growth even if the economy continues to prosper. House price inflation has already made it more difficult for marginal borrowers in some areas to save enough to buy a home. And because mortgage inter- est rates are unlikely to fall much 15 150 ~ 12u ~ 9O ~ ~o further, they will not give much additional lift to homebuying. Broad-based Gains Households of all ages and races have made impressive homeowner- ship progress since 1994 (Fig. 16). After dropping by over three per- centage points between 1983 and 1992, homeownership rates among younger households (under age 35) have recovered lost ground despite declining shares of married cou- ples. The homeownership rate among young unmarried adults has also jumped 2.2 percentage points from its previous high of 21.4 percent, placing the baby-bust ' generation (born from 1965 to 1977) on a higher homeownership trajectory than past generations. Homeownership Costs Are Holding Near 20-Year Lows Despite Rising Price~.. 1998 Dollars 1,200 400 "'" 1975 1980 1985 1990 1995 1998 Home Price r~-~.7 Monthly After-Tax Housing Payment Scarce: Table A-7. 200 Meanwhile, women living alone or heading single-parent households have increased as a share of home- buyers from 10 percent in 1985 to 15 percent in 1997. Homeownership gains are particu- larly dramatic among low-income and minority households. Falling interest rates and specially tailored mortgage loan programs have given a significant boost to low- income homebuying. Between 1993 and 1997, loans to buyers with incomes less than 80 percent of the local median increased by 38 percent, con]pared with 25 per- cent. for higher-income buyers. At the 'same time, fhe minority'share of first-time homebuyers climbed from just 22 percent to 30 percent. While immigration flows have helped to lift the minority share of net additional homeowners to above 40 percent over the past four years, they have also masked the progress of some native-born minorities in achieving homeownership. For example, when foreign-born Hispanic households enter this country, they start out with lower homeownersMp rates than US-born Hispanic house- holds and never close the gap. As a result, while homeowner- ship rates among Hispanic immigrants only inched up from 37 percent in 1994 to 38 percent in 1998, rates among 15 16 P~ACE/ETffNT CITY Hispanic Black V,~ite AGE Under 35 35 to44 45 to 54 55 to64 16 65 and Over INCOME Less than Median Income Moro than Median Income All Groups Have Achieved Homeownership Gains Percent of Each Group Owning Homes 0 lO 20 30 [~ ~994 E~ ~9~ 40 50 60 70 80 grant shares. But even when compared with whites of similar characteristics, minority homeownership rates still fall short. S~arces: Cen~ds Bureau Series }{-11! cund Joint Center tabu!atio~ of t,¥.~ 199,1 and 1998 C>drlent Fc~dlation Su~'eys. the native-born Hispanic popula- tion jumped from 46 percent to $1 percent. Education is Key that similar progress in closing the homem~mership gap made during previous expansions was later erased when the economy went into a downturn. Although minority households are making advances, their homeown- ership rates are still less than two- thirds those of whites (Fix. 17). In addition, it is important to note Minorities have lower homeowner- ship rates in part because they have lower average incomes and wealth, different living arrangements and age distributions, and higher immi- The importance of educa- tion to homeownership progress has increased as employment growth has shifted toward professional, technical, and managerial iobs on the one hand, and non-union, Iow-skill service jobs on the other. As a result, each successive edu- cational degree commands a larger return. Compared with male full- time workers aged 25 to 34 without high school diplo- mas, males with high school diplomas earn 60 percent more, those with ~0 bachelor's degrees earn 2.3 times more, and those with graduate degrees earn 3.0 times more. Indeed, the disparity in earning power between full-time workers with and without high school diplomas widened from 47 percent to 60 percent beP, veen 1987 and 1997. Closing the homeownership gap will be especially difficult because far fewer minorities than whites manage to earn high school or col- lege degrees. Fully 38 percent of Hispanics between the ages of 25 17 Minorities Are Making Limited Progress in Closing Persistent Homeownership Gaps Minority Rates as Shares of Non-Hispanic White Rate 7O BLACK ~LISPANIC - 11 ''I I °,ll II o ..: I I _ 1994 1995 1996 1997 1998 1994 1995 1996 1997 1998 their bachelor's degrees. Indeed, young college-educated black males working full time had medi- an earnings of only $27,000 in 1997, compared with $36,000 for their white counterparts. Among 35 to 44 year-olds, median earn- ings for black male full-time work- ers with bachelor's degrees were $35,000 in 1997 -- some $15,000 below those for white male workers. Lagging Central City Rates Source: C~nsus BuIeau Series and 34 lack a high school diploma, compared with only 12 percent of blacks and 7 percent of whites. Similarly, only 8 percent of young Hispanic adults have a bachelor's degree, compared with 12 percent of blacks and 25 percent of whites. Educational attainment among Hispanics is so much lower in part because many Hispanic immigrants arrive in this country without a high school diploma. For minorities in particular, earn- ing a college degree dramatically improves the likelihood of becom- ing a homeowner. Even so, the homeownership rates of young married minorities with bachelor's degrees still lag those of whites with just a high school diploma (Fig. 18). This holds for suburban as well as central city residents. In large measure, thig disparity. reflects the much lower returns that black male workers receive for Homeownership gains have largely bypassed the nation's central cities. According to preliminary results from the. 1997 American Housing Survey (using 1980 census defini- tions of metropolitan areas), 18 A Bachelor's Degree Gives a Major Lift to the Ownership Prospects of Young Minorities (~nership Rates (Percent) 9O CENTRAL CIT~ SUBURB V~ite Blac~ His ~anic Vfnlte Rlac~ Hispanic ~ Less than High School Diploma [~ High School Diploma Only ~ Bachelor's Degree Only Notes: Includes orhly ~arried-couple ~useho!ds under age 45. Data was averaged o~-er 1996, 1997, and 1998 to increase sample size. Source: Joint Center tabulations of the Current Population Survey. 17 19 18 suburban areas added nearly 3.6 million homeowners and non- metropolitan areas about 1.6 mil- 400 lion between 1991 and 1997, while 300 central cities added only about __. 520, O00. Over this same period, the ~ 200 suburban homeownership rate rose from 71 percent to 73 percent and the nonmetropolitan rate from 73 gt 0 percent to 75 percent. The central -100 ci~, rate, in contrast, edged up less -200 than half a percentage point to just 49 percent. -300 In the Northeast, central cities both lost owner households and saw a drop in homeownership rates (Fig. 19). Although central cities in the West added over 300,000 homeowners, the overall ownership rate fell in the region because an even larger number of renters were added. While Mid- western cities posted only modest increases in the number of owners, homeownership rates were up sharply because the number of city renters fell. Meanwhile, homeown- ership rates in Southern central cities inched higher with the addi- tion of about 160,000 owners. Minority and Low-Income Buyers Large and growing shares of both minority and low-income house- holds are buying homes in the sub- urbs. Fully 60 percent of minority buyers and 66 percent of tow- income buyers within metropolitan areas purchased suburban homes in City Homeow~ership Rates Reflect the Shifting Balance Between Owner and Renter Growth C~nership Rate Ownership Rate Ownership Rate Ownership Rate Down 2.9 Points Up 3.6 Points Up 0.6 Point Down 0.1 Point Northeast Midwest South Change in Number of Owners ~ Change in Number of Renters West Sc,drce: Joint Center tabu!aticp~ of the 1991 ~nd 1997 ;¢a~_rican llc*asir~ Su~;oys. 1997. Two-thirds of loans to minor- ities in Southern metropolitan areas were made in the suburbs; in Miami, Atlanta, and Washington, DC, the share exceeded 75 percent (Table A-6). Meanwhile, the share of loans to low-income buyers made in the suburbs of Atlanta, Cincinnati, Detroit, Hartford, Miami, New York, Pittsburgh, St. Louis, and Washing- ton, DC was also over 75 percent. In all regions, the share of minori- ty buyers purchasing homes in the suburbs now exceeds the share of minority owners living in such neighborhoods in 1990. Indeed, the share of minority suburban homebuy- ers in the South and West is now on par with the share of suburban owners of any race liv- ing in those regions in 1990. Similarly, even though low-income families have traditionally been underrepresented among suburban owners, the share of these house- holds buying in the suburbs in 1997 approached that of owners of all income groups living there seven years earlier. In the South, the share of low-income house- holds buying in the suburbs actual- In all regions, the share of minority buyers purchasing homes in the suburbs now exceeds the share of minority owners living in such neighbor- hoods in 1990. ly exceeded that of all mxmers residing there in 1990. The growing concentra- tion of low-income and minority owners in the suburbs does not neces- sarily mean, however, that more of these households are buying into higher- income or less-segregated commu- nities. Many older suburbs have attributes more often associated with central cities, such as high concentrations of poor and rninori- ty households. Thus, while two- thirds of low-income buyers pur- chased homes in suburban areas in 1997, only one-third bought in neighborhoods where the median income was at least equal to the metro area median. Meanwhile, roughly three-quarters of higher-incotne buyers (with incomes at least 20 percent above area medians) are also choosing to live outside central cities. Of the eight largest metropolitan areas in each region, Atlanta, Buffalo, Detroit, Pittsburgh, Rochester, and St. Louis have had the least success attracting higher-income home- buyers to their central cities. Less than 10 percent of upper-income buyers purchased homes in such neighborhoods in 1997. The places that were most successful in attract- in6 higher-income homeowners are a mix of amenity-rich cities with high home prices (such as San Francisco) and central cities that include large suburban-like areas (such as Phoenix and San Antonio). Cities had an even harder time drawing upper-income homebuyers to low-income neighborhoods. In the 32 metropolitan areas analyzed, the share of upper-income buyers purchasing homes in low-income neighborhoods was consistently below eight percent. Escalating House Prices As measured by the Freddie Mac Repeat Sales Index and adjusted for overall inflation, house prices rose eight percent between 1993 and 1998. Last year alone, house prices were up by more than four per- cent in nearly a quar- ter of the states. Itouse price inflation has been particularly strong on the West Coast, topping seven percent in Seattle, San Francisco, San Diego, and Los Angeles. Massachusetts and New Hampshire have also seen notable advances, caused in large part by the more than five-percent increase in metropolitan Boston housing prices. In the Mountain states, though, home price inflation slowed in 1998 after exceeding the national average rate for the preceding five years. Similarly, home price infla- tion in the Great Lakes region (with the exception of Michigan) has also retreated from previously strong gains. Hawaii is the only state where house price increases failed to keep pace with general price inflation. With house prices rising faster than the incomes of the bottom third of households, it has become increasingly difficult for these fam- ilies to save enough to buy a home. In inflation-adjusted dollars, the amount of money required to make a 10 percent downpayment on a typical home increased from $11,$60 in 1978, to $12,000 in 1988, to $12,450 in 1998. The pressure of risin~ prices has been offset to so~e exten~ by ~d- ed access to low-downpayment loans. Flexible Underwriting The pressure of rising home prices has been offset to some extent by expanded access to low- downpayment loans: According to a Federal Housing Finance Board survey, the share of loans with downpayments of five percent or less (excluding those that are government-insured) in- creased from one percent in 1985, to three percent in 1990, to seven percent in 1998. Some lenders are even experimenting with no-down- payment loans. Lenders have also relaxed other standards, such as debt-to-income ratios, cash reserve requirements, and documentation of credit history. Research conducted by Freddie Mac and other industry partners reveals, however, that delinquen- cies and defaults mount when sev- eral underwriting standards are eased simultaneously. Even in the 2O 2O absence of multiple risk factors, low-downpayment loans pose legiti- mate concerns for lenders because None they are known to trigger greater ~ losses than loans with a larger equi- 8 One ty cushion. In fact, if forced to sell ~ immediately, borrowers with five- ~ Two percent downpayment loans would *a ~ Three not have enough equity to cover ,~ average selling costs. .~ ~our With weaker performance of affordable loans even in the midst of a booming economy, liberal underwriting practices have raised concerns over what might happen when prices turn down or unem- ployment rises. I louse price declines sizable enough to wipe out home equity of five percent, however, are relatively rare events at the metropolitan level. Over the period 1975 to 1998, P, vo-thirds of the nation's 39 largest metropoli- tan areas experienced no three-year intervals when nominal prices fell five percent or more (f'iS. 20). Even in the other 14 metropolitan a;~ as, the risk of buying during such a period of sustained price declines was relatively low: 10 per- cent or less in eight metropolitan areas and under 20 percent in another five. The only metropolitan area where the risk exceeded 20 percent was Hartford, CT. Still, when combined with job losses, even modest price declines can eas- ily force homeowners without cash reserves and with little equity to Five Most of the 39 Largest Metros Have Avoided Major Sustained Eouse Price Declines Nu~er of Metropolitan ~eas I I I I 5 10 15 20 25 Note: b~jor sustained house pzice ,&eei£ne defined as a ncr~.inai house price drop of five percent or more ever a three-y~ar period, measured bet~en 1975 and 1998, Source: Table A-3. become delinquent and ultimately default on their loans. I,ow-downpayment loans are also no panacea for affordability. While easing wealth constraints, low- downpayment loans actually wors- en income constraints by adding to the size of loans. In addition, they' require payment of mortgage insurance, which adds half of a percentage point or more to inter- est rates. As a result, below-market interest rate programs (such as mortgage revenue bonds) that can be used in tandem with low-down- payment loans are vital to the future growth of homeownership. Homeownership Prospects The aging of the US population favors increases in the national homeownership rate in the decade ahead. Minorities will, however, have a difficult time catching up with rates achieved by whites because of their lower levels of education, income, and wealth, and because their younger age structure and family characteristics are less conducive to homeowner- ship. Indeed, the gap between minority and white ownership rates has barely narrowed even in the best of times. Nevertheless, minorities should make up a growing share of home- owners. Not only do minorities represent an increasing share of .all households and therefore of poten- tial owners, but they will also be reaching their peak homebuying years during the next decade. Rental Housing Even if homeownership rates by age and household type continue to rise at the pace set over the 1990% about 30 percent of US households will still rent their homes in 2010. Some families rent simply because they cannot afford to buy. For oth- ers, though, renting is an attractive alternative to owning. In fact, many households of all income levels -- particularly those who are changing job locations, are in the process of divorce, or are in some other life transition -- prefer the flexibility that renting allows. Rent Increases the pace in the Northeast and West in 1997. Nevertheless, inflation- adjusted contract rents in all four regions remain below their previ- ous peaks (Fig. 2I). Rent increases are now outpacing inflation in all 23 metropolitan areas (within the contiguous US) tracked by the Consumer Price Index. Real gains, however, are modest in most places, with rent levels reaching record highs in just 5 of the 23 areas: Portland (up 12 percent since 1990), Chicago (up 6 per- cent), San Francisco (up 6 percent), Seattle (up 6 percent), and New York (up 2 percent). Rents in the South and Midwest started to rise faster than overall inflation in 1994, arid picked up Though meager overall, rent increases have nonetheless out- stripped even smaller renter 21 600 Although Rents Are Rising, They Still Remain Below 1980s Peaks 550 ........................................ 50~ -- 450 -- 400 ~ .- 300 I I I I ! I I I I I I I I I I I I 1980 1985 1990 1995 1998 :, ,~. Northeast ~ Midwest ~:=::: South ~?._~ West Notes: b:edian rents fr~ the A}L~ were adjusted by the BLS Residential Rent Price Index. Data before 1987 w~re adjusted separately for depreciation. Sources: Joint Center tabulations of th~ 1977 American Housing Survey; Bureau of Labor Statistics' R~sidantia! Rent Price Ir~lex. income gains over the past two years. The median income of renter households rose just 0.3 percent between 1996 and 1998 while rents climbed by 1.6 percent. For renters earning the median income and living in typical units, then, hous- ing has become less affordable. Nationally, renter households devoted 27.7 percent of their incomes to housing last year, up slightly from 27.4 percent in 1996. Even consistently declining real rents between 1987 and 1996 failed to reverse the rapid run-up in cost burdens that occurred in the early and mid-1980s. Because. of sluggish income growth, renters thus pay more for their housing today than they did for compara- ble units in the 1970s (Table A-7). Demand Shifts Rising homeownership rates, together with the passage of the baby boomers into their late 30s through early 50% have held growth in the number of renter households to only 2.0 percent since the economic expansion began in 1991. Nevertheless, rental demand has been relatively strong in the West, with the number of renter house- holds up 7 percent over this period. The region's recovering economy, relatively young population, and steady influx of the foreign-born 22 In the 1990s, have all contributed to the growth in renters. Meanwhile, record-high rents in some of the major metro areas in the Midwest, together with especially affordable home- buying markets, have Pushed the while the minority share jumped from 33 percent to a record 38 percent. In the late 1980% the number of both lo~_r~ and higt~r-inco~e renters has increased while that of middle- income renters of a million renters added between 1991 and 1997 had incomes that are 20 percent or more above regional medians. In 1995 (the renter population in that region households in all has deeli_ned, last year for which local down four percent. income groups income comparisons are joined the ran'ks of possible), more than six Growth in the number of renter renters. In the 1990s, however, the million renter households earned households has been strongest in number of both lower- and higher- incomes that exceeded the local locations where immigration is income renters has increased while area median by at least 20 percent. most concentrated. Despite their that of middle-income renters has In fact, nearly 3.5 million of these homeownership gains, immigrants declined (Fig. 22). renter households had incomes and minorities make up a growing that topped area medians by 50 share of renters. Between 1990 and 1998, the foreign-born share of Although households in the lowest- percent or more. income brackets are responsible for renter household heads increased most of the absolute growth in tt4e These highest-income renters tend from 13 percent to 16 percent, number of renters, about a quarter to be younger singles and those who are ending marriages or are divorced. While only 21 percent of 22 Very Low-Income Households Account for Most of the Growth in Renters high-earning households under age 45 are renters, 33 percent of the divorced, 43 percent of the recent- 1,400 1,200 - 17), separated, and 49 percent of the never married in this age group 1,000 I::: 800 40o 200 rent their housing. Among upper- income households over age 45, rentership rates are 23 percent for the never married and 21 percent for the divorced. Like the rest of the renter popula- tion, upper-income renters are Very Low Low Moderate Moderate-High High Income Income Income Income Income 1985 to 1991 ~ 1991 to 1997 Notes: Very 1(~*' irz~,~e~ defined as less thnn 50% of r~ionai ~i~ ~c~s; i~ is ~tween 50% ~d 80%; ms. rate is ~tvc~n 80% ~n~ 100%; ~o~ate-high is ~t,~en 100% ~d 120%; hi~ is ~ 120%. So.ce: Jolt Center t~!atiop~ of ~e 1986, 1992, ~d 1998 ~nt Pc~alation Su~'eys. highly mobile. Half of these house- holds report having lived in their homes for one year or less. By comparison, half of all homeown- ers with comparable incomes have remained in their homes for seven years or more. For highly mobile households, renting can make more financial sense than owning. In general, the advantages of owning -- including the ability to lock into payments based on current house prices, build equity by paying down the loan, and gain from the long-term rise in house prices -- increase with the length of occu- pancy. Nonetheless, surprisingly large shares of homeowners move within just a few years of buying. 23 450 400 350 ~oo 250 200 150 100 50 Multifamily Construction Eas ~eated Up Particularly in the South I I I 1995 I I I I I II I I II I I I 1980 1985 1990 :-. Northeast l~ Midwest ~:~?~ S o u [ [;I~ West 1998 Analysis of the American l{ousing Survey indicates that 20 percent of owners who purchased homes in 1985 (when home prices were generally on thc rise) moved w~h- in three years, 35 percent moved within five years, and over 70 per- cent moved within ten years. Even among those who bought in 1989 (when prices were generally weak- ening and homeowners had a disincentive to sell), 16 percent moved within three years and 28 percent moved within five. For these homeowners, renting may wt i1 have been a more sound financial choice. Rental Housing Characteristics Contrary to popular notions, fully one-third of the nation's 34 million rental units are single-family homes, and only about one-sixth are locat- ed in n~ultifamily structures with 20 or more units. In addition, about two-thirds of private rental proper- Source: Co_nsu~ F~reau Series C-,IO. ty Owners are individuals or mar- fled couples -- tnost of whmn Own less than five units. Moreover, a large and growing share of the natiop's rental hous- ing stock is now located outside central cities. In 1997, 54 percent of rental units were in suburban or nonmetropolitan areas. Indeed, 68 percent of the new rental housing construction that took place between 1994 and 1997 occurred out- side central city boundaries. Mirroring population growth, the South has been adding rental housing at the fastest clip (Fig. 23). Production of mul~- family units in both the West and the Northeast has increased modestly in the past two years, while activity in the Midwest has declined slightly. Even though multifamily produc- tion has rebounded somewhat from its recession lows, construc- tion of affordable units has not kept pace with demand. In fact, the number of low-cost units produced under the Low Income Contrary to popular percep- tions, one-third of the nation' s 34 million rental units are single- family hcmes, and only about one-sixth are located in large multifamily structures. Tax Credit program has actually dropped because the program has not received an inflation adjustment since 1986. Because of the lack of incentives to build at the low end of the mar- ket and the strengthen- ing of demand at the 23 24 24 The Baby Boomers and the Echo Boomers Will Bolster the Ranks of Renter~ Change in Renters by Age Group, 2000-2010 8OO 20-24 600 25-29 200 ~5-~9 o -600 __ -800 -1,000 35-39 55-59 50-54 6064 4549~ ~ 70-74 75+ Source: Joint Center projections. high end, rental housing produc- Lion has shifted toward more as the echo boomers begin to forTM independent households. Conse- expensive units. Between 1990 and 1997, the median quently, more new renter house- holds will be added to size of new multi- family housing units increased by nearly 100 square feet and the share with two bedrooms rose from 65 percent to 71 per- cent. At the same time, the median ask- i~ rents in apart- ment buildings with five or more units, Because of the lack of incen- tives to build at the low end and stren~ demand at the high end, multi- family production has shifted toward more expensive units. the 20 to 30 year-old age range than in the past 10 years (Fig. 24). Minorities, immigrants, and second-generation Americans will continue to make up growing shares of these new renter households. At the same time, the number of renters after adjusting for inflation, saw a striking 16 percent between the ages of 30 and 44 will decline with the increase from $645 in 1994 to $724 in 1997. aging of the baby-bust generation. Although the post,var baby-boom Rental Housing Prospects Over the next decade, the number generation will be in the age groups when homeownership is highest, the sheer size of this gen- eration will mean considerable of renters should increase sharply growth in the number of renters age $0 to 64. The fastest-growing market segments will therefore be young adults with modest incomes (many of them minorities) who are forming households for the first time, and older, higher-income households who choose to rent rather than own for a variety of lifestyle reasons. After a decade of tepid growth, the opportunities are expanding for rental housing providers who can fill these niche markets. New rental housing construction is, however, likely to focus even more on the high end of the market, particularly in suburban locations. In the absence of additional gov- ernment subsidies, meeting the housing demand of low-income renters through new construction will remain difficult. Rising real rents and the shift in demand at the margin to higher- income tenants will also restore incentives for owners to improve their rental properties. Some upgrading of lower-cost units to appeal to more affluent renters is therefore likely. Like new construc- tion, the remodeling of rental units to accommodate low-income tenants will depend on scarce fed- eral subsidies. Low-Income Housing The booming economy has done lit- tle to relieve the chronic housing problems of low-income house- holds. The supply of low-cost unsubsidized rental units continues to dwindle as rent increases outpace growth in renter median incomes. Indeed, the number of units afford- able (at 30 percent of income) to extremely low-income households fell from 1.9 million in 1991 to 1.5 million in 1995. The stock of subsi- dized housing units is also shrink- ing as property owners increasingly opt out of federal subsidy programs in search of higher returns. Low-income homeowners face sig- nificant cost burdens as well. While in theory these owners should ben- efit from the drop in mortgage interest rates, in practice their low incomes often make it difficult for them to refinance their home loans. Housing Affordability and Structural Adequacy Despite the long economic recov- ery, the number of unsubsidized, very low-income renters (incomes below 50 percent of area median) paying more than half their incomes for housing was vktually unchanged between 1993 and 1995. Although changes in the primary data source used to track these trends tnake a more recent 5 Severe Housing Probleans Are as Prevalent in the Suburbs as in the Central Cities 3.0 CENTP~L CITY SUBURB NONMETRO --., Renters Owners Renters Owners Renters Owners ~ Severely Burdened ~lm Severely Burdened and Living in Severely Inadequate Units [~_~ Living in Severely Inadequate Units Notes: Very low income is less than 50% of area median. Severely burdened defined as households paying 50% or more of their incomes for gross rent. Severely inadequate defined as having severe problems in plumbing, heating, electrical systems, upkeep or hallways. Renter households exclude units that are federally subsidized. Source: Joint Center tabulations of the 1995 American Housing Survey. comparison impossible, the num- ber of severely burdened house- holds probably did increase between 1995 and 1997. Over this period, incomes for renters in the bottom quager of the income distribution fell 2.9 percent and costs for units in the bottom quarter of the rent distribution rose 4.5 percent. Severe payment burdens are most prevalent among the 5.8 million unsubsidized renters with extreme- ly Iow incomes (less than 30 per- cent of area median). Almost 3.9 million of these households spent more than half their incomes on rent in 1995 (Table A-9). Of those- who ~'eported utility costs separate- ly from their rents, over one in four paid 25 percent or more of their incomes for utilities alone. Although affordability has become the predominant housing issue, problems of structural inadequacy and overcrowding still affect a sig- nificant number of US households. In 1995, HUD classified 2.0 million housing units as seriously inade- quate. In addition, 2.8 million households lived in units housing more than one person per room. Among households living in unsub- sidized units, very low-income renters in central cities most com- monly face severe housing prob- lems. As of 1995, over 2.7 million (53 percent) of these households paid half their incomes for gross 25 26 rent or lived in severely inadequate units. But both owners and renters in the suburbs also make up a substantial share of households suffering from severe housing problems. In fact, the number of households in the suburbs living in these conditions equals that in central cities, but a larger share are homeowners (Fig. 25). Even though the number of households with severe housing difficulties is lower in nonmetropolitan areas than elsewhere, the incidence (on a percentage basis) of severely inadequate housing is considerably higher in these locations. While minorities in general are more likely to experience housing problems, the difficulties of Native Americans in particular arc often overlooked. Native American 26 households are nearly twice as likely as the general population to live in substandard conditions. According to the 1990 Census, At current rent s, a full-time work- er earning $7.00 per hour cannot afford a ~odest two-bedroom unit. 28 percent of Native Americans on tribal lands either lived in over- crowded housing or lacked complete kitchen and plumbing facilities. Impacts of Welfare Reform Welfare reform has had its greatest impact on the renter population. While only a third of US house- holds rent their homes, 80 percent of those reporting receipt of public assistance (TANF and general relief) in 1998 are renters. Although it is still unclear how many former welfare recipients Welfare Reform Could Affect Over One Million Households Who Receive Housing Assistance Number of Households Receiving Assistance ip. 199S h~otes: incc~me assistance includes payw~nts such as T;~:F and general assistance. Housing assistance includes Public Housing and other gcvelnm~e, nt rent subsidies. Source: Joint Center tabulations of the 1998 Current Population Survey. have made the transi- tion to work, there is no doubt that many who are now employed do not earn enough to afford decent housing. A rec~nt compilation of studies by the Center on Budget and Policy Priorities found that former welfare recipients typically earn less than $8.00 per hour, and many earn less than $6.00 per hour. Assuming take-home pay of $7.00 per hour and full-time work (40 hours per week, 52 weeks per year), a single earner could not pay the rent on an average, modest two-bedroom unit an)~vhere in the US without incurring a significant cost burden. In fact, at current rent levels in eight states, at least two people in each household would have to be employed at $7.00 per hour to earn enough to pay the rent. Even this estimate is very optimistic, given that many workers are not full time and have periods of unemployment throughout the ),ear. Moreover, over half (57 per- cent) of non-elderly households receiving welfare in 1998 con- tained only one adult. Also troubling is the fact that about 1.1 million renters (almos.t 16 percent) receiving housing assis- tance in 1995 also received income assistance (Fig. 26). As a result, the federal housing budget may have to pick up more of the difference 7 After Years of Growth, The NLunber of Rentals Receiving Direct Federal Subsidies Has Fallen 350 300 · 250 -- 2°° - I. _ t o -50 I I I [.__ I I I I I I I I I I II I I I I II -100 1977 1982 1987 1992 1998 Fiscal Year Note: IUJD rent oub0idy progran"~ include Public ll3u~oin~3, Section 8, Section 236 and rent supplest, tnt u. Source: Co~l-essional Budget Office in IIUD's "$qaitiP~3 in Vain," b~arch 1999. between tile rents and 30 percent of the incomes of former recipients who earn less than they collected on welfare. The hope remains, however, that welfare reform will start former recipients on a path of rising wages that will ulti~nately give them more housing choices and reduce the need for federal housing assistance. Lo,~s of Assisted Units Mong with tile nmnber of low-cost unsubsidized units, the stock of subsidized housing has also dwin- dled. After slowing drastically in the 1980s and early 1990% growth in the number of rental units receiving HUD subsidies turned negative between 1995 and 1998, with the loss totaling 65,000 units (Fig. 27). While funding for a mod- est number of new units was. approved in 1999 and is likely to increase in the next budget, it is far below the amount required to meet the housing needs of the large and apparently growing num- ber of severely burdened renters. ,. ment. The other 3.1 million subsi- dies are tied to specific units -- roughly 45 percent of which are in public housing and the balance in privately owned buildings. Years' of neglect have led to a seri- ous backlog of repairs among the 1.1 million assisted and 350,000 unassisted units insured by HUD. An Abt Associates study estimates that restoring systems in these buildings to their original wor 'king condition would have cost $4.2 bil- lion in 1995, up from $2.2 billion in 1989. The price tag for repairing a typical two-bedroom unit would be $2,800 in newer assisted proper- ties and $3,845 in older properties (Fig. 28). An estimated fifth of these costs relate to repairs to systems essential to health and safety. The federal government directly subsidizes about 4.5 million units to ensure that no renter has to pay more than 30 per- cent of income on housing, unless by choice. Of these sub- sidies, 1.4 million allow recipients to rent any unit that meets minimum fed- eral standards where the landlord agrees to accept par- tial rent payment from the govern- On top of losses due to neglect and demolition, increasing numbers of subsidized units may be lost as property owners convert their units to market-priced rentals. In 1998 alone, the nation lost Increasir~3 numbers of subsidized units may be lost as property owners convert their properties to market-priced rentals. 17,000 subsidized units as owners opted out of federal programs, bring- ing total losses since late 1996 to 30,000. During the next five years, contracts on two- thirds of all Section 8 units -- involving 14,000 properties and 1 million apartments -- are set to expire. 27 28 Forty-four states thus stand to lose more than half the affordable units subsidized through Section 8. While the government promises "portable" rental vouchers to the low-income residents of these units, vouchers in many cases will not cover the difference between 30 percent of income and rents that are above "fair market" levels. Significant rent hikes will force tenants either to take on high rent burdens or to move. HUD is now requesting authority to use vouchers to cover the higher rents and is working to retain these older assisted units in the afford- 28 4,500 able stock. The barri- ers to success, how- ever, are formidable. First, hot rental mar- kets in many cities Retaining older subsidized units in the affordable stock is more difficult. are making the conversion to mar- ket rates increasingly attractive. Second, the duration of Section 8 contract renewals is now just one year, increasing the share of own- ers that can opt out annually and adding to the uncertainty property owners feel about keeping their units affordable for extended peri- ods of time. Third, low federal caps on subsi- dized rents discourage owners from participating in the subsidy pro- The Repair Needs of FftA-Insured Multifamily Rentals Are Growing 1998 Dollars grams in areas where they can earn higher market rents. And fourth, HUD has heightened enforce- ment against owners of substan- dard 'units. While this crackdown is not intended to frighten landlords already in compliance, it has raised concerns among some property owners that relatively minor prob- lems may land them in court. This fear, in turn, has reduced land- lords' willingness to partner with a government agency. Even as it stands, finding enough property owners to participate in federal housing programs is dLfficult in some areas. After waiting years to obtain a subsidy, many families ultimately have to return their rental vouchers because they can- not find a landlord that is willing to take them. 4,000 3,500 3,000 2,5 r&; --. 2,000 1,500 1,000 500 0 All Properties Needs as of 1989 Il:-' I :.i Unassisted Newer Assisted Older Assisted ~1~ Needs as of 1995 Notes: Based on repairs to two-bedI-oc~,, equivalent, includes r~st properties insured before 1990 and still insured (or held) in 1995. Unassisted includes units with ~\ insurance but r~o rent subsidies. Source: ~bt Associates, ~Status of }fo-D-insured (or }{eld) b~itifa~dly Rental Housing," Septerl~-r 1998. Very Low-Income Homeowners Some 45 percent of very low- income households are homeown- ers. Over half of these households are headed by females or include at least one elderly member. In addition, nearly one quarter are headed by minorities (Fig. 29). Unlike very low-income renters, who tend to live in central cities, very low-income homeowners are more often found in suburban neighborhoods (47 percent) and normmtropolitan areas (27 percent). 29 Over Half of Very Low-Income Owner Households Include An Elderly Member Household Types as a Percent of Owner Households in 1995 Low-Income Housing Prospects Households with Elderly Member Single Elderly Household Head Households vdth Dkabled Member Disabled Elderly Household Head Female Household Head Minority Household Head I I I I I 10 20 30 4O SO Very Low Income ~1~ All Others Notes: Very low-inc~rm defined as less than 50% of !cea! area ~=~dian. Elderly is a~e 65 or over. Sources: Joint Center tabulations of the 1995 A~,mrican Housir~3 S~urvey. Nearly 60 percent of very low- income homeowners pay more than 30 percent of their incomes for housing, while 10 percent pay more than 50 percent. Faced with these high payment burdens, some poor owners defer basic upkeep. In 1995, only 74 percent reported per- forming routine maintenance with- in the preceding two years, and the amounts they spent were signifi- c,~.tly lower than those reported by other homeowners. In fact, from 1984 to 1993, a million very Iow- income owners spent less than $250 on home maintenance and/or replacements each year on average. As a result, an estimated 1.1 million very Iow-income homeowners lived in substandard housing in 1995. Making the necessary improve- ments is difficult even for low- income owners that are equity-rich but cash-poor. Low incomes often prevent these home- owners from being able to refinance their mortgages or qualify for home equity loans or lines of credit. Barring unprecedented progress in securing better-paid employment, the only solution to the plight of the nation's 4.9 million severely cost-l~urdened renters is some form of housing subsidy or income sup- port. For at least a decade, though, ' federal policy has moved to contain or curtail funding for such programs. To make matters worse, the gov- ernment recently shortened the duration of contracts for project- based rental assistance to just one year. As the number of projects with.expiring contracts rises, the risk that property Owners will stop participating in subsidy programs also increases. As they An estimated 1.1 million very low-income homeowners lived in substandard housing in 1995. For seniors, reverse mortgage products that pay the owner an annuity that is later repaid upon sale of the home may be a viable way to gen- erate cash to cover healthcare needs and necessary home modifi- cations. But even if they can get financing, many elderly owners hesitate to borrow against their equity because they view their homes as a last protection against emergencies or because they fear fraud or abuse by lenders. do, the tens of thou- sands of renters who face displacement will have difficulty finding landlords willing to accept vouchers in par- tial payment for rent. Adding to the nation's housing policy challenges, many properties that still receive federal assistance have been seriously undermain- tained, threatening the health and safety of residents. Although there have been recent efforts to demol- ish the most dilapidated housing projects and to make improve- ments to others, the need for extensive rehabilitation of assisted units is growing. 29 30 TableA-1 Housing Market Indicators: 1975-1998 PermiB 1 (Thousands) Single- Multi- Year family family 1975 676 263 1976 894 4O2 1977 1,126 564 1978 1,183 618 1979 982 S70 1980 710 481 1981 S64 421 1982 S46 454 (Thousands) Single- Multi- Manu- family family fa~ured 892 268 229 1,162 376 250 1,451 S36 258 1,433 S87 280 1,194 551 280 852 440 234 705 379 229 663 400 234 1,068 635 278 1,084 665 288 1,072 669 283 1,179 625 256 1,146 474 239 1,081 407 224 1,003 373 203 895. 298 195 840 174 174 1,030 170 212 1,126 162 243 1,198 258 286 1,076 278 311 1,161 316 320 1,134 340 297 1,271 345 333 1983 902 703 1984 922 757 1985 957 777 1986 1,078 692 1987 1,024 510 1988 994 462 1989 932 407 1990 794 317 1991 754 195 1992 911 184 1993 987 212 1994 1,068 303 1995 997 335 1996 1,070 356 1997 1,062 379 1998 1,184 421 Note: Manufactured housing starts defined as mobile home Pr:ce Index (CPI -UX) fez All Items. 5ales Price of Size 2 Single-family Homes (Med~n sq. fi.) (1998 dollars) Single- Multi- family family New 4 ~is~ng s 1,535 942 139,930 101,254 1,590 894 143,735 103,376 1,610 881 152,303 107,869 1,655 863 163,626 t15,639 1,645 893 171,766 118,718 1,595 915 170,188 115,815 1,550 930 167,781 111,222 1,520 925 161,786 107,992 1,565 893 158,592 107,278 1,605 871 158,166 106,974 1,605 882 154,638 108,602 1,660 876 157,821 114,009 1,755 920 160,412 117,653 1,810 940 159,776 120,032 1,850 940 158,568 121,528 1,905 955 153,272 119,101 1,890 980 149,046 116,554 1,920 985 146,596 116,293 1,945 1,005 148,456 115,453 1,940 1,0IS 151,688 115,755 1,920 1,040 151,692 116,354 1,950 1,030 150,094 117,641 1,975 1,OSO 1S1,72S 119,917 2,000 1,020 153,183 124,500 Residential Upkeep and Improvement 6 Va~nw Rates 7 (Millions of 1998 dollars) (Percent) Owner- ~r - For occupi~ Rental Sale Rent 56,485 24,726 1.2 6.0 64,687 24,159 1.2 5.6 68,969 21,487 1.2 5.2 73,984 26,966 1.0 5.0 77,436 26,566 1.2 5.4 ' 78,730 24,207 1.4 5.4 67,951 25,533 1.4 5.0 63,139 23,034 1.5 5.3 65,517 24,445 1.5 5.7 73,155 36,321 1.7 5.9 76,969 44,624 1.7 6.5 85,846 49,899 1.6 7.3 83,356 51,643 1.7 7.7 90,173 49,151 1.6 7.7 82,602 50,021 1.8 7.4 78,927 54,234 1.7 7.2 74,096 42,623 1.7 7.4 81,162 39,356 1.5 7.4 82,213 39,958 1.4 7.3 89,900 36,618 1.5 7.4 84,049 35,402 1.6 7.6 83,183 36,205 1.6 7.9 86,634 33,782 1.6 7.8 86,336. 30,050 1.7 7.9 placements as reported by the li~ Bureau of the Census. All value series are della Sources: ' US Bureau of the Census, Construction Reports, Series 2. US Bureau of the Census, Construction Reports, Series 3. Naticnal Aosociation of Realtors. 4. New home price is tile 19~0 national media~t home price 5. Existing hone price ~s the 1990 median sale~; price cf ]{u~e Price Index fret, Freddie b{ac. 6. US Ex:eau of thc Census, Con~tructlon Repolts,Series change i~i survey in !984. 7. US Bureau cf the Census, Construction Reports, Se/les E. US Bureau of the Census, Constr~ction Reports, Selies C-2C. C-25. ind~'~xed L,,v the Census Bureau's Construction Reports C-25 Constant Quality ex!:~t:n:j 5ingle.fatally hsmes d~ter~i::ed by the National Association of Re C-SC. ~995 figures are estimated D5' the Joint Center for Housing Studies. H-il!. C-3O. TableA-2 Houseb~__,~lds b-/ Las.., end i-'exniq,r~; Type: ...... qc:n,~:,:;,_.,_20:O Thousands Revised 1990 1995 1995 2000 2005 2010 Total 92,257 98,262 99,202 t 04, 731 110,390 116,342 A§e of Head Under 25 Years 5,049 4,801 4,843 4,944 5,398 5,704 25 to 34 Years 19,841 18,855 19,028 17,433 16,971 17,848 35 to 44 Years 20,518 22,898 23,107 24,096 22,802 20,859 45 to 54 Years 14,420 17,812 17,971 21,323 23,735 24,869 SS to 64 Years 12,379 12,492 12,606 14,482 18,000 21,426 65 to 74 Years 11,549 11,963 12,070 11,713 11,951 13,745 75 Years and Over 8,501 9,441 9,577 10,740 11,533 11,891 Family Type Single Person 23,112 24,932 25,198 27,421 29,733 32,052 Married With Children 23,808 24,787 25,011 25,828 25,834 25,699 Married Without Children 27,500 28,545 28,810 30,640 33,245 36,221 Single Parent 7,477 8,734 8,813 9,193 9,327 9,463 Other Households 10,360 11,264 11,370 11,649 12,251 12,907 Notes: 1995 data are consistent with the 1990 Census. Revised 1995 data are consistent with the 1995 Current Population Survey. Source: Hasnick, ~:cArdle, and Apgar, "US Household Trends: The i990s and Beyond,~ Joint Center for Housing Studies, 1996. Value Put in Place s Home Sales (Billions of 1998 dollars) (Thousands) ngle- Multi- Additions & ',mlly family Alterations New 2 Existing 20.6 47.0 549 2,476 20.0 50.7 646 3,064 26.1 51.6 819 3,650 29.4 55.7 817 3,986 34.8 55.7 709 3,827 31.1 57.2 545 2,973 30.4 51.9 436 2,419 26.2 46.8 412 1,990 36.9 50.9 623 2,719 44.7 63.5 639 2,868 44.4 68.1 688 3,214 46.1 80.2 750 3,565 36.2 77.8 671 3,526 30.5 81.0 676 3,594 29.3 75.4 650 3,346 24.5 69.9 534 3,211 19.1 59.1 509 3,220 16.2 72.2 610 3,520 12.7 78.4 666 3,802 15.9 80.2 670 3,946 19.3 73.4 667 3,799 21.6 81.8 757 4,086 23.4 81.1 804 4,213 24.7 85.7 888 4,782 the Bureau of Labor Statistics' Cennu~,.er ~rice Index. indexed by the Cor;vet;tlcnal Hortga~e loccupied series modificd to accou:;% %ppendix tables can be downloaded in ~{icrosoft Excel format from the Joint Zenter for Housing Studies website at ;Vww. gsd.ha rvard.edu/jcenter ?he following tab[es are also available: :k Housing Permits by State: 1995-1998, including a comparison of 1998 levels to 198Os peaks. !. Single- and Multifamily Housing Permits by State: 1991-1998; Manufactured Housing ~ Placements by State: 1991-1997. L Households by Detailed Age and Family Type: 1990-2010. i. Home Prices by Region and Metropolitan Area: 1991-1998. ;. Terms of Conventional Single-Family Mortgages: 1975-1998. Homeownership Rates by Race, Age, and Family Type: 1983-1998. Table A-3 Large bietropolitan Areas E.%qperiencing Three-Year Nominal House PriCe Declines of Five Percent or More: 1975-1998 Number of Three-Year Periods of Prke Declines One Two Three Years of Decline Metro Area Start End Percent Decline Denver Milwaukee Providence Boston Detroit New Orleans San Francisco San Diego Dallas 1986 1989 -5.5 1979 1982 -6.4 1989 1992 -5.8 1988 1991 -8.5 1989 1992 -9.3 1980 1983 -6.3 1981 1984 -8.4 1985 1988 -6.5 1986 1989 -8.3 1990 1993 -7.7 1991 1994 -5.1 1991 1994 -7.4 1992 1995 -7.1 Sacramento 1985 1988 -7.8 1986 1989 -12.3 1987 1990 -8.0 1991 1994 -10.3 1992 1995 -10.0 1993 1996 -7.4 Four ltouston 1982 1985 -11.6 1983 1986 -16.2 1984 1987 -19.0 198S 1988 -11.2 l~s Angeles 1990 1993 -9.2 1991 1994 -1S.0 1992 1995 -16.2 1993 1996 -11.9 San Antonio 1984 1987 -7.1 1985 1988 -9.3 1986 1989 -16.1 1987 1990 -11.9 Five tIartford 1988 1991 1989 1992 1990 1993 1991 1994 1992 1995 Note: Metropolitan areas are the primary named PblSA. Source: Freddie Mac lqei§hted Repeat Sales Index. -8.4 -10.5 -8.7 -8.2 -7.4 31 32 Table A-4 Housing Production in !tigh-Growth 14etropolitan Areas and Counties: 1 9 9 0 - 1 9 9 7 Ra~Xed by To:al Pemi~s (Thousands} Metropolitan Areas 1990 1991 1992 1993 1994 1995 1996 1997 Total Total Total PermiB 1993 Permi~ per 1990-97 Population 1,000 People Washington, DC 41.8 31.9 42.4 43.8 45.2 40.9 42.4 42.1 330.5 6,978 47.4 Los Angeles 68.3 40.8 35.0 28.2 35.7 28.8 32.6 39.6 308.9 15,200 20.3 Atlanta 27.2 24.1 28.7 35.7 41.2 48.3 48.3 49.8 303.2 3,229 93.9 Chicago 31.9 27.1 32.4 35.1 38.4 36.8 38.9 35.4 276.0 8,467 32.6 New York 27.2 22.6 25.4 36.6 36.7 34.8 41.7 44.5 269.6 8,594 31.4 Dallas 20.0 19.6 21.9 26.5 34.0 36.7 38.8 44.3 241.8 4,283 56.5 Phoenix 13.4 15.4 21.0 25.5 34.8 3?.5 39.6 43.2 230.4 2,392 96.4 Las Vegas 23.9 19.8 15.7 21.0 27.8 29.5 32.4 30.9 201.0 1,013 198.5 Seattle 35.0 19.5 23.7 22.9 23.5 21.9 24.4 25.3 196.1 3,184 61.6 Miami 21.6 14.0 17.1 22.0 2?.0 27.6 21.0 22.9 173.2 3,351 51.7 Detroit 19.6 16.4 18.1 19.3 23.4 24.0 26.7 24.9 172.4 5,246 32.9 Houston 13.3 15.6 16.7 17.3 22.5 21.7 24.1 32.3 163.5 4,030 40.6 San Francisco 21.9 17.7 16.8 15.1 18.0 15.7 21.4 26.5 153.2 6,470 23.7 Philadelphia 17.7 15.2 17.7 20.1 20.1 17.7 19.5 22.0 150.1 5,941 25.3 Portland, OR 18.3 12.6 14.0 16.2 18.9 20.4 21.6 22.3 144.3 1,945 74.2 Minneapolis 15.6 14.2 18.5 19.3 17.6 17.8 18.2 16.7 137.9 2,655 51.9 Orlando 21.0 15.3 14.3 16.6 16.7 16.0 16.1 21.4 137.5 1,335 103.0 Denver 6.2 8.1 13.9 17,0 20.6 21.4 21.5 24.8 133.S 2,148 62.2 Tampa 13.1 11.1 11.0 12.5 14.7 13.6 14.7 17.0 107.7 2,135 50.5 Boston 7.8 7.7 10.5 15.7 16.3 14.8 16.0 16.4 105.2 5,467 19.2 Charlotte 10.8 8.4 9.7 10.8 13.8 13.8 185 18.2 104.0 1,233 84.3 Counties Maricopa, AZ 13.0 14.9 20.4 24.8 33.7 36.7 38.6 41.5 223.6 2,268 98.6 Clark, NV 20.7 17.9 13.4 19.0 25.6 27.8 30.9 29.2 184.5 880 209.7 Harris, TX 10.2 12.6 12.6 13.2 15.9 14.1 14.5 23.0 116.0 3,005 38.6 Broward, Fl, 10.7 6.5 8.7 13.0 15.7 12.9 14.4 13.0 95.0 1,351 70.3 I.os Angeles, CA 25.1 t5.9 12.0 7.4 7.8 7.8 7.7 9.8 93.5 9,135 10.2 Dallas, TX 8.8 8.2 8.8 tl.2 12.? 15.1 13.2 14.5 92.5 1,928 48.0 King, WA 15.8 7.3 9.3 7.9 8.3 8.2 10.3 I 1.8 78.8 1,577 50.0 I)ade, FI, 10.9 7.5 8.3 9.0 11.3 14.7 6.6 10.0 78.2 2,001 39.1 Palm Beach, FI. 9.9 7.5 8.3 8.9 11.6 10.3 10.0 9.0 75.5 932 81.0 Orar~ge, CA 12.0 6.6 5.8 6.3 12.6 8.2 10.2 12.3 74.0 2,516 29.4 Orange, FL 9.6 9.0 6.9 8.3 9.2 9.7 8.7 11.4 72.8 728 100.0 Riverside, CA 15.4 9.3 8.2 7.3 8.0 6.8 7.5 9.7 72.2 1,321 54.7 Cook, IL 9.5 6.2 7.8 8.5 9.0 8.9 9.6 9.4 68.8 5,142 13.4 San Diego, CA 15.7 7.9 6.1 5.8 6.9 6.6 6.8 11.1 67.0 2,611 25.7 Wake, NC 4.2 4.6 5.8 7.0 10.1 8.9 9.2 10.1 59.8 476 125.6 Gwinnett, (iA 4.0 4.4 5.9 7.8 8.3 9.8 9.5 9.3 59.1 413 143.1 Mecklenburg, NC 6.1 4.3 5.1 6.0 8.2 7.7 10.4 10.3 58.2 549 106.1 Tarrant, TX 4.9 5.0 5.1 6.0 7.4 8.9 9.5 10.1 56.8 1,235 46.0 Travis, TX 1.8 2.8 4.9 7.0 8.7 9.8 11.8 9.4 56.0 631 88.7 Collin, TX 4.3 3.8 4.8 5.6 8.5 7.0 8.5 11.6 54.2 308 175.9 Franklin, OH 6.9 5.9 6.7 7.1 7.3 6.8 7.3 6.2 54.0 999 54.0 Hillsborough, FL 5.5 4.4 4.7 5.2 7.5 7.l 8.9 9.1 52.5 865 60.6 San Bernardino, CA 13.3 6.8 7.3 5.8 4.8 3.9 4.8 5.4 52.1 1,546 33.7 Fulton, GA 6.2 3.8 3.9 5.1 7.8 8.9 8.1 8.1 52.0 677 76.8 Notes: Includes metropolitan areas with over iC0,COC permits and counties with over 50,090 pern!ts. Metropolitan areas are CMSAs and HSAs with only the name of the principal central city given. Hetropolitan areas are defined by the Office of Hanagenent and Budget as of 1993. For Uew York and Boston, metropolitan area dufinitions are those in effect for the par- ticular year, while populatlen estimates are based on 1996 area definitions. Sources: US Bureau cf the Census, Construction Reports, Series C-40, and ~etropolltan and Count}' Population Estimates. Table ^-5 Population Growth in Large Cities and Their Surrounding Areas: 1990-1996 Thousands Metropolitan Areas _ Population Absolute Change Annual Percent Change 1990 1996 1990-96 1990-96 City Area Central Surrounding Central Surrounding Central Surrounding Central Surrounding (Square Miles) City Area City Area City Area City Area Total 7,697 39,414 91,323 39,916 99,001 502 7,678 Atlanta 132 394 2,566 402 3,139 8 573 Baltimore 81 736 1,646 675 1,799 -61 153 Boston 48 574 4,881 558 5,005 -16 124 Buffalo 41 328 861 311 864 -17 3 Charlotte 174 420 742 441 880 21 138 Chicago 227 2,784 5,456 2,721 .%,879 -63 423 Cincinnati 77 364 1,454 346 1,575 -18 121 Cleveland/Akron 139 729 2,131 715 2,198 -14 67 Columbus 191 633 712 657 791 24 79 Dallas 716 1,716 2,321 1,828 2,747 112 426 Denver/Aurora 286 690 1,290 750 1,527 60 237 Detroit 139 1,028 4,159 1,000 4,284 -28 125 Hartford 17 140 1,018 133 1,012 -7 -6 Houston 540 1,639 2,092 1,744 2,509 105 417 Indianapolis 362 731 649 747 745 16 96 Kansas City 312 435 1,148 441 1,249 6 101 Los Angeles 668 4,702 9,830 4,822 10,673 120 843 Miami 36 359 2,834 365 3,149 6 315 Milwaukee 96 628 979 591 1,052 -37 73 Minneapolis/St. Paul 108 64] 1,898 618 ~,147 -23 249 New Orleans 181 497 788 477 836 -20 48 New York 348 7,826 11,724 7,878 12,060 52 336 Norfolk 302 654 791 664 876 10 85 Orlando 67 165 1,060 174 1,243 9 183 Philadelphia 135 1,586 4,307 1,478 4,495 -108 188 Phoenix/Mesa 529 1,273 965 1,504 1,243 23l 27.6 Pittsburgh 56 370 2,025 350 2,029 -20 4 Portland, OR 125 464 1,329 481 1,S97 17 268 Providence 19 161 973 153 971 -8 -2 Rochester, NY 36 230 832 222 866 -8 34 Sacramento 96 369 1,112 376 ] ,256 7 144 Salt Lake City 109 160 912 173 1,045 13 133 San Antonio 333 959 366 1,068 422 109 56 San Diego 324 1,111 1,387 1,171 1,484 60 97 San Francisco 274 1,878 4,372 1,941 4,664 63 292 Seattle 84 516 2,454 525 2,796 9 342 St. ! cuis 62 397 2,095 352 2,196 -45 101 'Ia:: pa/St. Petersburg 168 520 1,548 521 1,678 1 130 Washington, DC 61 607 3,616 543 4,020 -64 404 0.2 1.4 0.3 3.7 -1.4 1.5 -0.5 0.4 -0.9 0.1 0.8 3.1 -0.4 1.3 -0.8 1.4 -0.3 0.5 0.6 1.8 1.1 3.1 1.4 3.1 -0.5 0.$ -0.8 -0.1 1.1 3.3 0.4 2.5 0.2 1.5 0.4 ] .4 0.3 1.9 -1.0 1.2 -0.6 2.2 -0.7 1.0 0.1 0.5 0.3 1.8 0.9 2.9 -1.1 0.7 3.0 4.8 -0.9 0.0 0.6 3.4 -0.8 0.0 -0.6 0.7 0.3 2.2 1.4 2.4 1.9 2.6 0.9 1.2 0.6 1.1 0.3 2.3 -1.9 0.8 0.0 1.4 -1.8 1.9 Notes: Hetropolitan areas shown are those with population over I million in 199C. ~etroFgl~tan boundaries are as of ~996. Central city includes named central city and all other cities in the ~etro area with population over 200,000 in 1990. New York include~ Newark and Jersey City. Los Angeles includes Long Beach, Anaheim, Santa Ann, and RiYers~de. San Francisco includes San Jose and Oakland. Dallas includes Ft. Worth and AIlin~ton. Sources: US Bureau of the Census, "Estimates of the Population of Cities with Populations of 100,000 and Greater," July I, 1996; ~Estimates of the Population o~ Metropolitan Areas,# July i, !996; and 'County and City Databook," 1994. 33 Table A-6 Home Purchase Loan Activity for Large ~,ietropolitan Areas: 1997 34 % Residing in Suburbs All Minority Number of Owner~ Owners Loans (1990) (1990) % of Loans to Minorities % of Loans Made: Made: To To Low- High- In Mostly in To income Income In White Suburbs Minoritie~ Borrowers Borrowers Suburbs Suburbs % of Loar~ % of Loans to Low-income to High-income Borrowers Made: Borrowers Made: In Moderate/ High- In In Income In Low-Income Suburbs Suburbs Cities City Areas Total 3,241,681 67.7 47.5 70.7 19.0 28.4 43.2 60.0 19.2 66.1 33.1 27.2 3.7 All Metro Areas in the: Northeast Midwest South West 501,974 75.8 42.7 77.6 15.0 25.5 45.6 52.0 22.6 71.5 36.7 20.0 2.9 729,107 67.1 31.2 70.1 12.1 33.0 37.0 49.2 26.3 61.3 33.6 23.2 4.6 1,203,530 66.6 49.0 72.7 20.9 29.7 43.5 65.7 13.8 70.5 33.9 26.9 3.3 807,070 61.6 56.8 64.0 24.9 24.2 47.1 60.6 7.0 60.3 28.8 34.8 4.2 Largest Northeastern Metros New York Philadelphia Boston Pittsburgh Hartford Providence Rochester Buffalo 192,632 72,854 77,810 23,564 14,168 12,327 12,589 10,314 71.8 71.1 78.9 87.9 92.7 65.9 84.7 75.3 45.5 33.0 50.7 57.7 64.5 41.9 41.2 22.1 73.3 81.0 77.5 89.9 92.0 65.8 85.5 81.6 23.1 17.9 9.8 6.0 14.9 8.5 8.9 8.3 20.6 32.2 26.5 24.3 37.8 27.5 30.6 26.8 51.0 41.8 ,13.1 49.5 32.1 40.1 39.2 41.9 53.2 51.4 51.2 68.2 74.0 32.6 42.7 37,2 16.4 21.4 36.5 47.5 36.1 26.1 37.6 30.6 78.5 63.0 65.8 84.8 87.2 S1 .S 74.0 64.9 37.0 34.2 34.0 31.6 48.6 37.9 36.6 40.3 30.3 8.1 15.5 7.7 3.7 24.0 7.4 9.7 3.2 1.7 4.1 1.7 0.9 4.1 3.2 2.6 Largest Midwestern Metros Chicago Detroit Cleveland Minneapolis St. l.ouis Cincinnati Kansas City Milwaukee 128,744 69.7 33.9 71.2 25.1 29.9 39.6 54.4 17.0 65.1 40.8 24.9 7.1 90,730 77.9 24.3 86.8 13.0 34.2 36.7 52.1 28.7 78.4 42.1 7.2 2.1 40,643 75.2 37.2 77.6 12.2 30.1 40.3 48.2 25-.5 60.8 37.4 10.8 4.1 50,666 78.9 50.2 81.8 8.6 41.2 28.6 53.4 49.7 73.5 38.6 12:0 2.3 43,096 81.1 53.9 85.5 13.0 37.6 34.2 73.4 32.1 79.6 38.2 9.2 3.0 32,675 80.5 ,16.3 83.3 7.1 31.6 38.6 60.2 38.0 78.2 37.7 13.9 4.7 29,169 60.6 17.4 68.2 9.9 33.7 37.0 40.9 34.4 60.4 32.0 26.4 2.1 22,638 61.5 13.1 66.1 12.6 25.7 41.9 21,3 20.0 43.1 31.3 19.7 4.1 Largest Southern Metros Washington Dallas t4ouston Atlanta Miami/Ft. Lauderdale Tampa/St. Petersburg Norfolk, VA San Antonio Largest Western Metros Los Angeles San Francisco Seattle Phoenix Sacramento San Diego Denver Portland 117,865 81.2 60.7 85.1 26.7 37.0 34.5 79.1 12.4 81.2 42.1 13.0 3.0 83,216 59.1 35.6 69.1 19.1 27.4 46.4 58.4 12,0 61.4 28.0 27.5 3.2 63,930 58.4 40.2 71.7 28.0 28.0 48.1 61.7 6.5 64.3 40.3 26.0 3.9 83,080 90.3 69.9 92.9 24.7 32.6 39.3 92.6 32.2 93.9 44.6 9.2 1.5 62,354 87.3 83.5 88.1 54.1 23,7 49,0 89.9 5.3 91.2 46.3 15.1 4.8 41,370 73.6 48.5 77.4 13.8 29.3 45.3 66.7 25.1 74.4 32.2 21.5 2.1 22,039 27.9 22.6 34.6 22.2 28.3 40.8 25.4 4.4 26.4 16.4 57.9 4.5 20,005 32.6 19.8 46.4 38.6 24.7 50.2 38.1 2.7 40.1 25.9 50.8 2.8 192,321 69.1 67.5 70.0 39.3 20.7 5I .7 68.2 0.9 68.8 32.9 29.9 3.6 102,420 60.9 48.1 62.0 32.0 17.2 56.4 55.9 1.9 56.4 26.3 34.9 5.1 66,892 71.4 54.3 74.8 13.3 24.9 42.5 70.1 35.5 72.9 32.7 25.4 3.5 67,997 35.0 36.7., 45.5 15.4 30.3 42.4 38.8 9.8 41.8 19.9 SS.2 3.S 26,002 72.7 51.6 77.3 22.6 25.9 45.9 61.9 6.8 69.1 40.0 17.9 2.2 37,0tl 53.8 43.4 51.7 22.7 17.8 56.6 48.5 2.3 50.7 24.6 49.3 3.1 S7,388 70.1 S2.1 75.S 15.4 34.0 35.8 64.7 18.4 70.7 38.0 22.4 5.8 41,293 69.3 51.9 74.4 10.5 20.5 49.1 70.0 47.3 67.4 32.2 23.0 5.7 No[es: Hetropolitan areas shown are the e:ght largest in each region. Hetro boundaries are as of 1996. Excludes loans made outside metro areas, in Puerto Rico, or for which valid applicant income was not given. Mostly white areas are those in which minorities made up less than i0% of the population in 1990. Low-income loans are those to borrowers with incomes less than 8C% of metro median in 1997. High-income loans are those to borrowers with incomes at or above 120% of metro area median in 1997. Low-income areas are those in which the tract median income was less than 60% of the metro median in 1989. Moderate/ high-income suburbs are those in which the tract median income was at or akove the metro median in !9~9. Freddie Hac data on the share of tract population in central cities was used to apportion the loan and owner data to central cities and suburbs. Sources: Joint Center tabulations of the 1597 }[one Hortgage Disclosure Act data and i99C Decennial Census STF 3A files; Freddie Mac data on the share of tract population in central cities. TableA-7 Income and Housing Costs, US Totals: 1975-1998 1998 Dollars Cost as Percent of Income Owners Renters -- After-Tax Before-Tax After-Tax Home Mortgage Mortgage Mortgage Contract Gross Mortgage Mortgage Contract Gross Year Owner Renter Price Rate Payment Payment Rent Rent Payment Payment Rent Rent 1975 3,287 1,909 101,254 8.92 728 600 407 468 22.1 18.2 21.3 24.5 1976 3,316 1,875 103,376 8.87 740 610 407 471 22.3 18.4 21.7 25.1 1977 3,439 1,891 107,869 8.82 769 680 408 475 22.4 19.8 21.5 25.1 1978 3,381 1,871 115,639 9.37 865 744 409 477 2~.6 22.0 21.8 25.5 1979 3,359 1,836 118,718 10.59 985 837 401 470 29.3 24.9 21.9 25.6 1980 3,268 1,733 115,815 12.46 1,109 919 394 466 33.9 28.1 22.7 26.9 1981 3,287 1,719 111,222 14.39 1,217 991 392 467 37.0 30.2 22.8 27.2 1982 3,296 1,677 107,992 14.73 1,208 999 399 479 36.6 30.3 23.8 28.6 1983 3,328 1,691 107,278 12.26 1,012 840 406 490 30.4 25.2 24.0 29.0 1984 3,412 1,739 106,974 11.99 990 827 411 494 29.0 24.2 23.6 28.4 1985 3,509 1,767 108,602 11.17 943 790 423 505 26.9 22.5 23.9 28.6 1986 3,631 1,797 114,009 9.79 885 745 440 521 24.4 20.5 24.5 29.0 1987 3,671 1,782 117,653 8.95 848 741 442 519 23.1 20.2 24.8 29.1 1988 3,674 1,826 120,032 8.98 868 777 441 515 23.6 21.1 24.2 28.2 1989 3,724 1,895 121,528 9.81 945 840 437 510 25.4 22.6 23.1 26.9 1990 3,617 1,819 119,101 9.74 920 819 432 503 25.4 22.6 23.8 27.6 1991 3,560 1,735 116,554 9.07 849 760 429 499 23.9 21.4 24.7 28.8 1992 3,534 1,694 116,293 7.83 756 685 427 496 21.4 19.4 25.2 29.3 1993 3,488 1,692 115,453 6.93 686 628 424 494 19.7 18.0 25.1 29.2 1994 3,575 1,732 115,755 7.31 715 655 424 492 20.0 18.3 24.5 28.4 1995 3,617 1,758 116,354 7.69 - 746 681 422 489 20.6 18.8 24.0 27.8 1996 3,657 1,781 117,642 -7.58 746 681 421 487 20.4 18.6 23.7 27~4 1997 3,748 1,784 119,917 7.52 756 690 424 490 20.2 18.4 23.8 27.5 1998 3,819 1,787 124,500 6.97 743 681 431 495 19.5 17.8 24.1 27.7 Monthly Income Owner Costs Renter Costs Notes: All dollar amounts are expressed in 1998 constant dollars using the Bureau of Labor Statistics' Consumer Price Index (CPI-UX~ for AIl Items. Monthly incomes of families and primary individuals from 1975 to 1983 are from the ~mer~can Housing Survey; incomes from 1984 to 1997 are from the American }lousing Survey adjusted by the Current Population Survey. Incomes for 1998 ar~ adjusted by HUD median family income data, weighted by o',~ers' and renters' contribution to income growth as calcu- lated from tile 1996 and 1997 Current Fopulation Surveys. Home price is the 1990 median sales price of existing single-family homes determined by the National Association of Realtors, indexed by the Freddie Mac Conventional Mortgage Home Price Index, deflated by the CPI-UX. l~ortgage rates are from the Federal !lousing Finance Board Monthly Interest Rate Survey. Mortgage payments assume a 30-year msrtgage with 10% down. After-tax mortgage payment equals mortgage payment less tax savings of homeownership. Tax savings are based on the excess of housing (mortgage interest and real-estate taxes) plus nonhousing deductions over the standard deduc- tion. Nonhousing deductions are net at 5% of income through 1986; they decrease to 4.25% in 1987 and 3.5% from 1988 on. Contract rent equals median 1977 contract rent from the A~erican Housing Survey, indexed by the CPI residential rent index, wLth adjustments for depreciation in the stock before 1987. Gross rent equals contract rent plus fuel and utilities. 35 Table A-8 and Renter Households and ~.{on[eo'.,,~-..-~ezship Rates by Age of !{earl: 2000-2010 2000 Owners Renters Homeownership [Thousands) (Thousands) Rate Total 70,277 34,459 67.1 Under Age 25 830 4,112 16.8 Aged 25 to 34 7,945 9,489 45.6 Aged 35 to 44 15,936 8,160 66.1 Aged 45 to 54 16,138 5,187 75.7 Aged 55 to 64 11,574 2,909 79.9 Aged 65 to 74 9,569 2,144 81.7 Aged 75 and Over 8,285 2,457 77.1 Source: Joint Center projections. 2005 2010 Owners Renters flomeownership Owners Renters flomeownership (Thousands) (Thousands) Rate (%) (Thousands) fihousand$) Rate (%) 75,349 35,041 68.3 80,461 35,883 69.2 908 4,490 16.8 960 4,744 16.8 7,790 9,182 45.9 8,160 9,688 45.7 15,308 7,494 67.1 14,169 6,689 67.9 17,922 5,813 75.5 18,904 5,966 76.0 14,528 3,470 80.7 17,392 4,035 81.2 9,809 2,143 82.1 11,389 2,357 - 82.9 9,083 2,450 78.8 9,488 2,404 79.8 36 Table A-9 Housing Quality and Cost Burdens Among E~trenaely and Very Low-Income Households: 1995 ?no .... Owners Renters Severely Severely Severely Severely Total Burdened Only Inadequate Units Total Burdened Only Inadequate Units Extremely Low Income Total 5,638 2,566 195 5,751 3,753 245 Region Northeast 1,020 587 24 1,373 892 94 Midwest 1,349 635 32 1,160 768 43 South 2,253 877 108 1,697 1,013 69 West 1,016 467 32 1,520 1,079 39 Location Central City 1,506 708 45 2,994 2,004 152 Suburb 2,693 1,330 72 1,908 1,298 48 Nonmetro 1,438 529 79 850 450 45 Race/Ethnicity White 4,203 1,940 l 18 3,023 1,956 96 Black 869 387 54 1,329 861 81 Hispanic 436 178 16 1,097 712 62 Other 129 61 7 303 224 6 Household Type Married with Children 659 410 31 670 419 25 Single Parent 418 250 17 1/180 1,035 45 Single Elderly 1,726 600 36 925 525 27 Other 2,834 1,307 112 2,675 1,775 149 Age of Head Under 25 Years 63 35 2 938 720 31 25 to 34 Years 379 220 12 1,370 908 58 35 to 44 Years 713 416 31 1,105 709 S0 45 to 54 Years 725 409 26 639 398 37 55 to 64 Years 9.55 484 31 485 318 29 65 Years and Over 2,803 1,004 93 1,214 699 40 Very Low Income Total 6,069 895 163 5,021 l, 178 l S 1 Region Northeast 1,203 206 2l 893 266 49 Midwest 1,489 168 35 946 151 39 South 2,338 296 76 1,701 341 40 West 1,O38 224 31 1,480 421 24 Location Central City 1,518 244 45 2,237 532 68 Suburb 2,853 468 63 1,949 450 49 Non metro 1,697 183 54 834 196 34 Race/Ethnicity White 4,804 661 114 2,91 l 768 70 Black 721 101 31 906 185 40 ttispanic 425 82 1 S 962 166 30 Other 119 51 2 241 60 11 Household Type Married with Children 778 163 20 963 109 27 Single Parent 497 136 14 982 196 25 Single Elderly 1,609 149 26 544 194 10 Other 3,184 447 103 2,532 679 89 Age of Head Under 25 Years 80 26 0 806 201 18 25 to 34 Years 437 100 10 1,468 283 30 35 to 44 Years 783 199 24 1,081 192 39 45 to S4 Years 638 181 20 538 163 30 SS to 64 Years 773 108 41 340 88 19 65 Years and Over 3,358 281 66 788 251 14 Hotes: Extremely low income ~s less t~n 30t of area median; very low is between 30% and 50%. Severely burdened defined as households paying 50% or more of their ~ncomes for gross monthly housing costs. Severely inade~aate defined as having severe problems in plum~- lng, heating, electrical systems, upkeep or hallways. Renter households exclude those with federal subsidies. Kispar~ics may be of any race. Other households includes Asians, Pacific Islanders, ~ative Americarm, and all other racial groups not shohT, separately. Source: Joint Center tabulaticns of the 1995 American Housing Survey. Prepared by the staff of the Joint Center for Housing Studies of Harvard University Kermit Baker Pamela Baldwin Eric Belsky Annette Bourne Kate Collignon Rebecca Cormier Amy Davidson Zhu Xiao Di John Doan Mark Duda Paula Holmes-Carr Bulbul Kaul Amy Laing Josephine Louie George Masnick Nancy McArdle Gerald McCue John Meyer Nicolas Retsinas Robert Schafer Keri Soufffain Alexander von Hoffman Project Management FINELINE Communications Group, Inc. Design l,andry Design Associates Printing United Lithograph For additional copies, please contact: Joint Center for Housing Studies Harvard University 79 John E Kennedy Street Cambridge, MA 02138 Tel: (617) 495-7908 Fax: (617) 496-9957 www. gsd.harvard.edu/jcenter 79 John F. Kennedy Street, Cambridge, MA 02138 Tel: (617) 495-7908 Fax: (617) 496-9957 www.§sd.harvard.edu/jcenter CITYOF ~90 Ci(y Center Ddve, PO Box' 147 Cl~anhassen, Minnesota 55317 Pho,e 612937.1900 General Far. 612.93Z5739 £ngineering tax 612.937.9152 Public Safbo, Fax' 612.934.2524 Web www. ci. &anhassen. mn. us MEMORANDUM TO: FROM: DATE: SUBJ: Scott Botcher, CiW Manager Kate Aanenson, Community Develop.ment Director January 18,2001 Bluff Creek Watershed Attached please find the Bluff Creek Watershed Natural Resources Management Plan and the Bluff Creek Overlay Ordinance. I will discuss the background on the creation of this district at Monday's meeting. ~ Cit~, ofChmlhassen./l ~,'owhte community, with clean lakes, attalin, school~, a cha,nh~e downtown, thrivine businesses, and beautifid ~arks. ,4 vreat ~/ace to live. work. and t#av.