Agenda 02/24/2017 W (Affordable Housing)COLLIER COUNTY
Board of County Commissioners
Community Redevelopment Agency Board (CRAB)
Airport Authority
WORKSHOP AGENDA Board of County Commission Chambers Collier County Government Center 3299 Tamiami Trail East, 3rd Floor Naples, FL 34112
February 24, 2017
9:00 AM
Commissioner Penny Taylor, District 4 – BCC Chair
Commissioner Andy Solis, District 2 – BCC Vice-Chair
Commissioner Donna Fiala, District 1; CRAB Co-Chair
Commissioner Burt Saunders, District 3
Commissioner William L. McDaniel, Jr., District 5; CRAB Co-Chair
1. Pledge of Allegiance
2. Review of Urban Land Institute (ULI) Housing Affordability Recommendations
3. Public Comments
4. Adjourn
NOTICE: All persons wishing to speak on Agenda items must register prior to presentation of the Agenda item to be addressed. All registered speakers will receive up to three (3) minutes unless the time is adjusted by the chairman.
SECTION 1
BCC 2/24/17
Housing Affordability
Workshop Presentation
on ULI
Recommendations
February 24, 2017
Collier County Board of County Commissioners
Housing Affordability Workshop
(Review of Urban Land Institute Recommendations)
Brief highlights of ULI Presentation
2
Mayberry meets Rodeo Drive
Reframe the discussion
Affordable Housing … Housing Affordability
Housing Affordability to be inclusive of all ranges, need spans all
income segments and housing types
This is an economic issue, not a social issue to be
addressed if we want to retain the working base of the
community
Cost Burdened
3
Current Availability
Cost Burdened
4
2 out of 5 households are cost
burdened
1 out of 5 are severely cost
burdened
In Collier Housing +
Transportation = 75% of gross
income at 90-100% of AMI
ONLY 15% of the
neighborhoods in Collier are
accessible keeping Housing +
Transportation costs below
50% of total income
AHAC and Stakeholder Committees
5
AHAC met 2/6/17
Positive feedback on ULI Presentation
Impressive Community Involvement
Housing Stakeholder Group met 2/13/17
Recommendations rolled out and explained
Exercise to seek Consensus on Recommendations/
Themes
100% in agreement on increasing density near jobs &
transportation
Increase density for affordable housing density bonus program
Reinstate the Housing Trust Fund
Require a “Simple Majority” for Zoning Decisions that Include
Affordable Housing
Today’s Objective
6
Thirty -five Individual Recommendations
Need your direction
Yes, No, Not Now
Not seeking to solve or receive detailed direction
7
Regulation and
Governance
Increase, Maintain, or
Restore Supply
Enhance
Transportation
Options
Increase
Wages
Communication and
Engagement
7 member BCC Increase Density in AHDB
program
Bus routes near aff.
development
Government
wages
YIMBY and Volunteer Projects
Simple Majority for AH
Zoning
Incl. Zoning with flexibility
options
Park and Ride System Minimum wage Directory of affordable
housing for developers
Increase Density at
Strategic Sites
Rental of guest houses /
ADU
Bus Rapid transit or
express routes
Myths and Facts Brochure
Increase Admin
Approvals
Commercial by Transp, Jobs;
Incr. density
Implement Pathways
Plan
Marketing and
Communication Plan
Expedite Permitting Community Land Trust Promote Ride Sharing
Options
Hire Community Outreach
Coord
Reduce regs to reduce
cost
Use Publicly owned land Secure revenue source
for transit
Streamline application process
Adopt SMART code
(LDC)
Reduce or waive impact fees Directory of affordable
housing for consumers
Reinstate Housing Trust
Fund
Dev Housing Education
Program
Dedicated Funding
Source
Housing Resources Guide
Hire Housing Counselor
Community Vision
ULI Recommendations
Regulation and Governance
YES NO Not Now
Create Certainty in Zoning Process
1 Increase BCC to 7 Members including 2 At-Large Members
2 Require a Simple Majority for Zoning Decisions That Include Mixed Income or
Affordable Products
3 Identify "Strategic Opportunity Sites" for Mixed Income Higher Densities (30+/- U/A)
4 Establish or Increase Administrative Approvals
5 Expedite Permitting and Approval Process- including zoning, LDC and GMP Changes
Reduce Burdensome Regulation
6 Encourage Cost-Saving Infrastructure Requirements (reduced parking, sidewalks,
etc…)
7 Amend LDC Adopt a Smart Code
Create a Dedicated Funding Source
8 Reinstate the Housing Trust Fund
9 Identify a Dedicated Funding Source; Establish a Linkage Fee
BCC Direction
8
Increase BCC to 7, including
2 At -Large Members
to increase certainty in zoning process and provide for
county-wide focus
9
Legislature Approval
Voter Referendum
Increase Local Control
Require a Simple Majority for Zoning
Decisions That Include Mixed Income or
Affordable Products
to increase certainty in zoning process
10
Encourage Mixed Income Development
Faster and less expensive for affordable housing
developers
Provide County -Wide Participation
Quickly Implemented (LDC Change Only)
Identify "Strategic Opportunity Sites" for
Mixed Income Higher Densities (30+/- U/A)
to provide for more density in limited urban areas
where high quality transit can be provided
11
Dramatically Increase Housing Options and Unit
Type Mix
Incentivize Mixed Income Development
Reduce Traffic by Encouraging Density Near
Employment and Commercial Centers
Uses Existing “Activity Center” Methodology
Requires GMP and LDC Changes
Expedite Permitting and Approval Process-
including zoning, LDC and GMP Changes
12
Already Implemented and Ongoing
½ The Review Times as Other Projects
Establish or Increase
Administrative Approvals
to streamline the processes and increase certainty when doing mixed
use or affordable development
13
Encourage Mixed Income Development
Could range from Minor Deviations or Amendments
to Zoning by Right if all Requirements are met
Could reduce cost and risk to developers
Required LDC Change Only
Encourage Cost-Saving Infrastructure
Requirements (reduced parking, sidewalks, etc…)
14
Encourage Mixed Income Development
Reduce Cost of Housing
Could bring to market faster
Streamline Processes
LDC change required
Amend LDC Adopt a Smart Code
to define differing requirements in various areas of the community and
provide for rational differences in elements such as density
15
Different Development Criteria for Different Areas of
the County
May result an a Review/Re-Write of Entire GMP &
LDC
Currently Accomplished in the FLUE of the GMP,
could be reviewed
Reinstate Housing Trust Fund
to provide local funding to incentivize developers or consumers
16
Provide a Local Funding Source for Housing
Affordability under local control
Can Assist Segments of the Population that
Traditional Funding Sources Cannot [i.e. > 80% AMI]
as well as all income levels
Provides Local Matching Funds
Improves Flexibility and Reduces Federal “Red-Tape”
National Best Practice
Identify Dedicated Funding Sources;
Establish a Linkage Fee
to assure sustained funding to the Trust Fund
17
Provides a Reliable Revenue Stream for Housing
Affordability
Local Flexibility and Control
Could link New Development to the Housing
Affordability Demands that itself Creates; growth
pay for growth
Other Funding Source Options:
General Fund
Increased Sales Tax
Real-estate Transfer Tax
Inclusionary Zoning Opt-Out Fees
Increase, Maintain, or Restore Supply
YES NO Not Now
Zoning Changes
10 Increase the Current Density Bonus Program to Allow Higher
Densities (30+/- U/A)
11 Implement Inclusionary Zoning with Local Flexibility Options
12 Allow Rental of Guest Houses
13 Allow Commercial Conversion near Transportation and Job
Centers at High Densities (30+/- U/A)
Reduce the Cost of Housing
14 Develop a Community Land Trust with Land Leases
15 Review Publicly Owned Land & Facilities or Co-locate
Housing (include other Gov't Agencies)
16 Amend Impact Fee Deferral Program to Reduce or Waive
Fees
BCC Direction
18
Increase the Current Density Bonus Program to
Allow Higher Densities (30+/- U/A)
to take advantage of infill opportunities, increase rental
19
Increase Participation in AHDB Program
Reduce Cost of Affordable Housing
Dramatically Increase Housing Options and Unit
Type Mix
Incentivize Mixed Income Development
Reduce Traffic by Encouraging Density Near
Employment and Commercial Centers
Requires GMP and LDC Changes
Implement Inclusionary Zoning with Local
Flexibility Options
such as in lieu of options in order to develop and sustain supply
20
Affordable are indistinguishable from the market-rate units
Provides for locally controlled “Opt-Out” program (fee or partnership
opportunities)
Fosters diversity and mixed socio-economic neighborhoods
Reduces stigma generally attached to ‘low -income housing’
Solid tool for steadily increasing the amount of affordable housing
(without dramatically impacting local, state or federal resources)
into a significant share of the local housing pool.
One of the only proven strategies to equitably provide residents of
all income levels access to asset rich neighborhoods with quality
schools, public services, commercial centers, and jobs, which
generally equate to a higher quality of life. National best practice.
Allow Rental of Guest Houses
21
Instantly Increase Supply of Affordable Units
Bring Currently Rented Units into Compliance
Requires LDC Change
Allow Commercial Conversion near
Transportation and Job Centers at High
Densities (30+/- U/A)
to provide for redevelopment of vacant commercial sites
22
Dramatically Increase Housing Options and Unit
Type Mix
Incentivize Mixed Income Development
Reduce Traffic by Encouraging Density Near
Employment and Commercial Centers
Provides for Re-Development of Failing Sites into a
Public Benefit
Requires GMP and LDC Changes
Develop a Community Land Trust with Land Leases
to provide a lower cost alternative to home ownership
23
Provides housing affordability in perpetuity by
owning the land and leasing it to those who live in
houses on that land
Ground leases used successfully locally in the City of
Naples at Jasmine Cay and Carver Apartments
May need expert not for profit provider
May need land donation to get started
Can be indistinguishable from other housing
Review Publicly Owned Land & Facilities or Co-locate
Housing (including other Agencies)
24
Inventory all currently owned land to identify
possible sites for affordable housing development
(include BCC, School Board, Sherrif, Hospitals, etc…)
Co-locate affordable housing with public facilities
(i.e.: housing at a school, park, or library site)
Amend Impact Fee Deferral Program to Reduce or
Waive Fees
to reduce the cost for renters or owners
25
Current Program Under Utilized / Not Enough
Incentive
Basis of Existing Program Allows More Flexibility and
Incentive than is currently Authorized by BCC
Requires study and ordinance amendment
Enhance Transportation Options
YES NO Not Now
17 Integrate Bus Routes with Affordable Developments
18 Implement Park and Ride System
19 Explore Bus Rapid Transit or Express Routes
20 Implement the Comprehensive Pathways Plan
21 Promote Ride Sharing Options
22 Establish a Stable Recurring Revenue Source for Transit
BCC Direction
YES NO Not Now
23 Increase Government Employee Wages
24 Implement an Enhanced Minimum Wage
Increase Wages BCC Direction
26
Integrate Bus Routes with Affordable Developments
to reduce cost of transportation and increase mobility
27
Already implemented to some extent
May need to evaluate all routes vs. housing
locations
Implement Park and Ride System
to reduce traffic on roadways associated with long commutes
28
Search for suitable parking and drop-off locations
Direct express routes to Park-and-Ride lots
Explore Bus Rapid Transit or Express Routes
to reduce traffic and cover transportation needs from longer commute
distances
29
Rapid Transit and Express Routes Move Employees
from where they live to where they work
May need to evaluate all routes vs. housing
locations
Implement the Comprehensive Pathways Plan
30
Encourage Biking and other Alternative
Transportation Options
Enhance Safety of Pedestrians and Bicyclists
Plan for Interconnectivity
Promote Ride Sharing Options
31
Create Smartphone App for Carpooling
Use Social-Media to Connect Drivers and Riders
Establish a Stable Recurring Revenue
Source for Transit
to sustain or enhance routes to reduce cost and road usage
32
Study Available Funding Streams
Implement a Recurring Revenue Source
Increase Government Employee Wages
to provide more income for housing related costs
33
Many Government Employees (BCC, CCPS, CCSO,
City of Naples, etc…) cannot afford to Live in Collier
County
BCC has approx 1700 total employees
About 300 (18%) live in neighboring Lee County.
About 635 (37%) live more than 20 miles from the Government
Campus.
About 888 (52%) drive longer than 20 minutes each way from
their home to the main government campus
CCPS has approx 6700 total employees
About 948 (14%) live in neighboring Lee, Hendry, Charlotte,
Broward, and Dade Counties
Similar Trends for CCSO, City of Naples, etc…
Implement an Enhanced Minimum Wage
to provide more income for housing related costs
34
Has been Used by 50+ High Housing Cost Areas
Across the County.
Many Essential Employees Cannot afford to Live in
Collier County
2 out of 5 households are cost burdened
1 out of 5 households are severely cost burdened
17.4% of the Workforce (Approx 40,000 People)
Commutes Daily from Outside of the County
32% of the Workforce Drives More then 30 Minutes
Each Day to/from Work (5% Drive more than 60
Minutes)
Communication and Engagement
YES NO Not Now
Assist in the Development of Housing
25 Develop Community Volunteer Projects and "YIMBY" Programs
26 Create an Affordable Housing Directory of For-Sale and Rental
Opportunities (Live-Time Availability)
27 Create a "Myths & Facts" Brochure
28 Develop a Marketing and Communication Plan
29 Hire a Community Housing Outreach Specialist
Help the Public Find Housing
30 Streamline the Application Process for Residents
31 Create an Affordable Housing Directory of for-sale and Rental
Opportunities (Live-Time Availability)
32 Develop a Housing Educational Program
33 Write a Housing Resources Guide
34 Hire a Housing Counselor
35 Create a Community Vision
BCC Direction
35
Develop Community Volunteer Projects and
"YIMBY" Programs
36
Grow Awareness: ex- Planting Project
Welcome Wagon Program
Public Art Initiative
YIMBY (Yes In My Backyard) Campaign
Create an Affordable Housing Directory of
For -Sale and Rental Opportunities
(with Live-Time Availability)
37
Match Sellers and Landlords with Buyers and
Renters
Both On-Line and In-Person Presence
Include All Housing Segments
Create a "Myths & Facts" Brochure
38
Educate Skeptics of Affordable Housing
Combat NIMBYism
Develop a Marketing and Communication
Plan
39
Appeal to a variety of audiences
Current and Potential Residents
Business Community
Philanthropic Community
Be Strategic; Newsletters, Ads, Timing
Include Written, Verbal and Visual Strategies
Culturally Sensitive
Age Appropriate
Multi-Lingual
Be Clear and Concise
Hire a Community Housing Outreach
Specialist
40
Develop a Marketing and Communications Plan
Appeal to a variety of audiences
Current and Potential Residents
Engage Business and Philanthropic Community
Culturally Sensitive
Age Appropriate
Multi-Lingual
Go to your Audience
Streamline the Application Process for
Residents
and do not require developers to perform income qualification
41
Become a Clearing House and Qualification Agency
for the Public
Develop Applications for Housing
Oversee Income Qualifications
Create an Affordable Housing Directory of
For -Sale and Rental Opportunities
(with Live-Time Availability)
42
Match Sellers and Landlords with Buyers and
Renters
Both On-Line and In-Person Presence
Include All Housing Segments
Develop a Housing Educational Program
43
Explain the Cost Burden Concept
Help Residents with Household Budgeting
Write a Housing Resources Guide
44
Educate the Public on Housing Opportunities in
Collier Country
Promote Available Sources of Assistance
Hire a Housing Counselor
45
Create a One-Stop -Shop for Residence Seeking
Housing and Assistance
Implement Educational Programs
Create a Community Vision
46
Already Well Underway
Ensure Housing Affordability and Mixed-Use/Mixed
Income Development are Included
47
Regulation and
Governance
Increase, Maintain, or
Restore Supply
Enhance
Transportation
Options
Increase
Wages
Communication and
Engagement
7 member BCC Increase Density in AHDB
program
Bus routes near aff.
development
Government
wages
YIMBY and Volunteer Projects
Simple Majority for AH
Zoning
Incl. Zoning with flexibility
options
Park and Ride System Minimum wage Directory of affordable
housing for developers
Increase Density at
Strategic Sites
Rental of guest houses /
ADU
Bus Rapid transit or
express routes
Myths and Facts Brochure
Increase Admin
Approvals
Commercial by Transp, Jobs;
Incr. density
Implement Pathways
Plan
Marketing and
Communication Plan
Expedite Permitting Community Land Trust Promote Ride Sharing
Options
Hire Community Outreach
Coord
Reduce regs to reduce
cost
Use Publicly owned land Secure revenue source
for transit
Streamline application process
Adopt SMART code
(LDC)
Reduce or waive impact fees Directory of affordable
housing for consumers
Reinstate Housing Trust
Fund
Dev Housing Education
Program
Dedicated Funding
Source
Housing Resources Guide
Hire Housing Counselor
Community Vision
ULI Recommendations
48
THANK YOU
SECTION 2
ULI 2/03/17
Housing Advisory Panel
Presentation
Collier County, FL
January 29 –February 3, 2017
2South Park & Georgetown · Seattle, WAJune 21-26, 2015 2Collier County, FLJanuary 29 –February 3, 2017Thank You to Our Sponsors
The Board of County Commissioners of Collier County
(In partnership with the City of Naples, the City of Marco Island,
Everglades City, the Collier County Affordable Housing Advisory
Committee, and the Community Housing Plan Stakeholders Committee)
3South Park & Georgetown · Seattle, WAJune 21-26, 2015 3Collier County, FLJanuary 29 –February 3, 2017About the Urban Land Institute
•The mission of the Urban Land Institute is to provide
leadership in the responsible use of land and in creating
and sustaining thriving communities worldwide.
•ULI is a membership organization with nearly 40,000
members, worldwide representing the spectrum of real
estate development, land use planning and financial
disciplines, working in private enterprise and public service.
•What the Urban Land Institute does:
–Conducts Research
–Provides a forum for sharing of best practices
–Writes, edits and publishes books and magazines
–Organizes and conducts meetings
–Directs outreach programs
–Conducts Advisory Services Panels
4South Park & Georgetown · Seattle, WAJune 21-26, 2015 4Collier County, FLJanuary 29 –February 3, 2017Panelists
•Philip Payne, Ginkgo Residential –Charlotte, NC
•Hilary Chapman, Metropolitan Washington Council of Governments –Washington, D.C.
•Ian Colgan, Oklahoma City Housing Authority –Oklahoma City, OK
•JoAnne Fiebe, University of South Florida –Tampa, FL
•Lacy McManus, Greater New Orleans, Inc. –New Orleans, LA
•John Orfield, Boka Powell, LLC –Dallas, TX
•Cassie Wright, Urban Ventures, LLC –Denver, CO
ULI Staff
•Beth Silverman, Senior Director, Advisory Services
•Steven Gu, Associate, Advisory Services
5South Park & Georgetown · Seattle, WAJune 21-26, 2015 5Collier County, FLJanuary 29 –February 3, 2017•Since 1947
•15 -20 panels a year on a variety of land use
subjects
•Provides independent, objective candid advice
on important land use and real estate issues
•Process
•Review background materials
•Receive a sponsor presentation & tour
•Conduct stakeholder interviews
•Consider data, frame issues and write
recommendations
•Make presentation
•Produce a final report
The Advisory Services Program
6South Park & Georgetown · Seattle, WAJune 21-26, 2015 6Collier County, FLJanuary 29 –February 3, 2017Panel Assignment
1)Why is it important to have a balanced supply of housing (type, tenure,
access, etc)?
2)What are major obstacles for stakeholders and how to mitigate them?
3)What are the stakeholders perception of affordable housing and its
tools/policies?
4)How can public policy encourage redevelopment in underutilized area?
5)What case studies apply to Collier County?
7South Park & Georgetown · Seattle, WAJune 21-26, 2015 7Collier County, FLJanuary 29 –February 3, 2017Core Strategies for Housing Affordability
•Regulation and Governance
•Increase Supply
•Maintain or Restore Existing Supply
•Enhance Transportation Options
•Increase Wages
•Communication and Engagement
8South Park & Georgetown · Seattle, WAJune 21-26, 2015 8Collier County, FLJanuary 29 –February 3, 2017I.Background and Assignment
II.Current Conditions
III.Vision
IV.Implementation
V.Conclusion
Presentation Overview
9South Park & Georgetown · Seattle, WAJune 21-26, 2015 9Collier County, FLJanuary 29 –February 3, 2017•During our discussions with community stakeholders, the panel heard a lot of consensus
around of housing affordability problems. The recognition of the problem is evident in the
substantial amount of work the county has engaged in to understand both the problem
and the issue to housing affordability.
•However –the panel also recognized that the various definitions and perceptions of
affordable housing left a lack of tools to communicate, define, and understand this
problem, leaving confusion and misaligned goals relative to what the problem is, and how
to address it.
•In order to enhance communication on this topic, we feel it is important to reframe this
conversation as one related to Cost Burden, which we feel is a better communication tool
to discuss the issues of housing affordability.
Defining the Issue
10South Park & Georgetown · Seattle, WAJune 21-26, 2015 10Collier County, FLJanuary 29 –February 3, 2017Defining the Issue
•Cost Burden is essentially a calculation of how much income a household is dedicating to housing.
Rent/Mortgage + Utilities + Taxes & Insurance (if applicable)
•It is a an 80 year old tool used in making and underwriting loans.
•If a household pays more than 30%of income towards housing, they are considered to be cost burdened.
•If a household pays more than 50%it is severely cost burdened.
•In Collier County
–2 out of 5 households are cost burdened
–1 out of 5 households are severely cost burdened
–From a policy standpoint, to create a sustainable community, it is ideal to avoid households who
involuntarily have substantial cost burden.
Defining the Issue
11South Park & Georgetown · Seattle, WAJune 21-26, 2015 11Collier County, FLJanuary 29 –February 3, 2017Defining the Problem
Who is cost-burdened in Collier County?
People from across the community
Public Safety Firefighters, Police Officers
Health Care Nurses, Nursing/Medical Assistants, Senior Care Providers
Education Teachers & Teacher Assistants, Support Staff
Service Workers Wait staff, hotel staff, retail / trade salespeople, golf course
employees, landscape maintenance
Entry / Middle Level Professionals Bank tellers, government employees, administrative assistants
These job sectors make up over 50% of all jobs in the county
They are first responders, educators of children, and health care providers.
Additionally, they are responsible for the high quality lifestyle that makes it
such a special place.
Defining the Problem
12South Park & Georgetown · Seattle, WAJune 21-26, 2015 12Collier County, FLJanuary 29 –February 3, 2017Defining the Problem Annual Wage
Range
(Entry to Median)
Median Gross Rent 2015 Median
Home
Sales Price
Homes priced at
$200,000
$1,020 / month $405,000 50% of Median Price
Health Care
Registered Nurses $47,000 -$65,000 24%38%19%
Medical Assistants $30,000 -$35,000 41%68%34%
Emergency Technicians $28,000 -$36,000 42%68%34%
Education
Teachers $44,000 -$59,000 28%50%25%
Teaching Assistants $22,000 -$24,000 45%101%51%
Public Safety
Firefighters $39,000 -$57,000 29%43%21%
Patrol Officers $47,000 -$59,000 26%41%21%
Service Workers
Maids & Housekeeping $18,000 -$22,000 66%109%55%
Massage Therapist $26,000 -$55,000 37%44%22%
Concierges $25,000 -$31,000 48%78%39%
Entry Level / Mid-Tier Professionals
Human Resources Specialist $35,000 -$55,000 31%45%22%
Dental Assistants $33,000 -$43,000 36%57%29%
Administrative Assistants $22,000 -$33,000 49%73%37%
Defining the Problem
13South Park & Georgetown · Seattle, WAJune 21-26, 2015 13Collier County, FLJanuary 29 –February 3, 2017Also of significant concern are residents who fall in the following tiers:
•Low and Moderate Income Seniors –independent and services oriented housing
(assisted living)
•Mental Health and Support Services
•Very Low Income (multi-year wait for housing)
There is virtually no housing available to these residents.
Many have to be housing outside of the County, if available.
Many also experience a lack of services, especially relative to other Florida counties.
Defining the Problem
14South Park & Georgetown · Seattle, WAJune 21-26, 2015 14Collier County, FLJanuary 29 –February 3, 2017Going Beyond The Surface
Housing Cost Burden takes into account much more than just the housing unit itself.
•One cannot always make a direct correlation between rent or sale price, and income levels.
•Insurance and Fees: Additional costs in Collier County exacerbate cost burden
–Homeowners insurance is among the most expensive in Florida.
–Flood insurance adds additional cost
–HOA fees, even if relatively low, also serve reduce purchasing power (and
affordability).
•Additionally, Collier County is in many ways more costly to live for everyday purchases.
Naples is 11% more expensive for groceries and 22% more expensive for restaurants than
Fort Myers.
Going Beyond The Surface
15South Park & Georgetown · Seattle, WAJune 21-26, 2015 15Collier County, FLJanuary 29 –February 3, 2017Going Beyond The Surface
•Ideally, establishing policy to address cost burden takes into account Transportation
Housing + Transportation Index (Center for Neighborhood Technology)
•At 90-100% of AMI: Housing + Transportation = 75% of gross income
–To keep costs below 50% of total income, access to 15% of all neighborhoods.
•In a household’s attempts to live farther from employment centers to reduce cost burden, their
transportation costs can go up substantially, up to 5-10% additional cost. According to census
data, one-third of commuters already travel 30 or more minutes into work.
•A combined housing + transportation cost burden is one of the key factors to understand the
problem, and threat, related to the county’s underlying issue of affordability. It is one of the
fundamental issues related to employment recruitment and retention, particularly for service
workers, and entry-level professionals.
Going Beyond The Surface
16South Park & Georgetown · Seattle, WAJune 21-26, 2015 16Collier County, FLJanuary 29 –February 3, 2017Going Beyond The Surface
•When one considers cost burden / affordability, one must also consider availability and quality
–Housing units at the bottom end of the cost spectrum often are made up of a high percentage of
units with quality / maintenance concerns. Unchecked, low quality and disrepair leads to
concentrations of blight and distress that can be extremely difficult to improve at a later date.
–Considering the total number of units existing at different rent/home prices, availability of those
units at any given time can significantly constrain access to housing that is affordable.
SNAPSHOT
Units On the Market for households who make
80-100% or less of Area Median Income
Single Family –For Sale 125 *
Condos 65-250 **
Single Family Rentals 0
Multi-Family Rentals 23
Source: Zillow.com, Apartments.com
* 3.8% of inventory on MLS
**$120k-$175k
Going Beyond The Surface
17South Park & Georgetown · Seattle, WAJune 21-26, 2015 17Collier County, FLJanuary 29 –February 3, 2017•The “Hodges University” story -sheriffs who have the right to
take their car home, but whom use the Hodges University
parking lot as a “park and ride” to continue on to their homes
in Lee County.
•Entry to median level salaries for patrol officers are $47,000 -
$59,000 / year.
•Equals a home ownership purchasing power of $150,000 -
$225,000, (depending on estimated taxes and insurance no
HOA assumptions).
•This is substantially lower (37%-55%) of median sales price
•Only 17% of homes on the market (Zillow.com) were available
in this price range, 62% of those were condominiums (mostly
2 bedroom).
•For someone wanting a typical family unit –the available data
helps illustrate this activity, which is a great example of the
results from such high housing cost burden.
“Hodges University Example
18South Park & Georgetown · Seattle, WAJune 21-26, 2015 18Collier County, FLJanuary 29 –February 3, 2017•County population growth is anticipated to add 58,000 households by 2040.
•It is unknown if the proportions of cost burden will change, but this means that at least an additional 11,000 households who will be severely cost burdened if neither supply or retention of existing affordable housing is addressed.
•Median home sales prices are rising and almost to or even beyond peak / pre-recession levels. Currently, there is no expectation that long-term growth in higher home sales will slow substantially. Indeed, a substantial amount of entitled and planned future units are not easily attainable to the household and worker types discussed previously.
•Major threats to cost burden and affordability loom at the national level.
–Interest rates are due to rise from a long-period of very low levels. Just a 1% increase in the interest rate can reduce homeownership affordability by 5%.
–An increase in gasoline prices can substantially impact long-distance commuters and threaten planned mixed-use centers in the rural areas of the county.
•Challenge: How does Collier County address both the existing problem and future need ?
Considering the Future
19South Park & Georgetown · Seattle, WAJune 21-26, 2015 19Collier County, FLJanuary 29 –February 3, 2017I.Background and Assignment
II.Current Conditions
III.Vision
IV.Implementation
V.Conclusion
Presentation Overview
20South Park & Georgetown · Seattle, WAJune 21-26, 2015 20Collier County, FLJanuary 29 –February 3, 2017Vision for Collier County
•The Panel toured the county, interviewed over 90 stakeholders
•No strong consensus around the future path forward
•Common themes and values did emerge:
–Maintaining Collier County’s reputation as a premium tourist destination
–Growing and maintaining a strong real estate base, retaining steady values
–Retaining a safe and healthy community
–Enhancing and sustaining a visually attractive, aesthetically pleasing community with character
–Ensuring an efficient transportation system
–Diversifying the local economy
What does Collier County Want to Be?
21South Park & Georgetown · Seattle, WAJune 21-26, 2015 21Collier County, FLJanuary 29 –February 3, 2017Vision for Collier County
Collier County is at a crossroads.
•A Future Without Action:
–Loss of workforce and talent; “brain drain”
–Longer commutes, greater transportation costs and stresses
–Decreased tax revenues from working class residents
–Diminished attraction potential for labor and industry
•A Future with Action:
–Self-sustaining employment base living in County
–Return/increase of tax revenues from local workforce
–Stronger middle class and labor pool
–Greater attraction potential for business and industry
–Reduced stress on transportation systems
What does the Future of Collier County look like?
22South Park & Georgetown · Seattle, WAJune 21-26, 2015 22Collier County, FLJanuary 29 –February 3, 2017Vision for Collier County
•It is difficult to gauge the priorities of Collier County
without a collective vision
•It is challenging to align policies and investments
with will of the collective community
•Changes and growth are coming to Collier County,
which will amplify current problems and concerns
•The status quo in Collier County will only serve a
limited number of people for a limited period of time
•Without proactive management, this growth will
erode the qualities which make Collier County
attractive to visitors and residents
•Collier County can lead change or change will
happen to it
Why is a vision important for Collier County?
23South Park & Georgetown · Seattle, WAJune 21-26, 2015 23Collier County, FLJanuary 29 –February 3, 2017Vision for Collier County
•The Vision process should be a self-directed
exercise
•Further, a Vision should be inclusive and
reflective of all stakeholders
•The panel recommends including the following
elements:
–Key Considerations around Quality of Life
–A Wide Range of Housing Options
Throughout the County
–A Thriving Economy
–Accessible Transportation Options
–Clear Directives to Governing Entities
What Should a Collier County Vision Include?
24South Park & Georgetown · Seattle, WAJune 21-26, 2015 24Collier County, FLJanuary 29 –February 3, 2017I.Background and Assignment
II.Current Conditions
III.Vision
IV.Implementation
V.Conclusion
Presentation Overview
25South Park & Georgetown · Seattle, WAJune 21-26, 2015 25Collier County, FLJanuary 29 –February 3, 2017Collier County Has Programs and Structures in Place to
Increase the Supply of Affordable Housing
•Collier County Housing Trust Fund
–Reinstate the HTF and identify a dedicated funding source;
–Critical for gap funding for production of housing for low -to moderate-income households;
–National best practice.
•Bonus Density and Density Flexibility
–Tie provision of affordable housing to allow for higher density, mixed-use developments;
–Increase current density bonus to change paradigm of typical housing products;
•Impact Fees and Expedited Permitting
–Review current impact fee structure to better align fees with project size;
–Consider reduced or waived fees for affordable developments regardless of housing typology (single family as well as multifamily);
–Expedited permitting process should be available to all affordable development projects regardless of housing type (multifamily and single family).
Enhance, Don’t Reinvent the Wheel
26South Park & Georgetown · Seattle, WAJune 21-26, 2015 26Collier County, FLJanuary 29 –February 3, 2017Collier County is Ready to Add to the Supply of
Affordable Housing By…
•Inclusionary Zoning
–Create affordable housing without public subsidy;
–Improve housing choices for all residents to better access transit, jobs,
and schools;
–No one size fits all: recommend flexibility through options such as Fee-
in-lieu, Off-site development, or non-profit and for-profit developer
partnerships.
•Mitigating the Cost of Land
–Community Land Trusts and Ground Leases
•Provide affordable housing in perpetuity by owning the land and
leasing it to those who live in houses on that land;
•Ground leases used successfully in the City of Naples at Jasmine
Cay and Carver Apartments.
–Public Land for Public Good
•Use current land inventory to identify possible sites for affordable
housing developments and engage stakeholders;
•Co-locate affordable housing with public facilities.
Tailoring National Best Practices to Augment Local Strategies
The Bonifant at Silver Spring (MD) is a transit-
oriented development for lower-income seniors
adjacent to a new county library.
27South Park & Georgetown · Seattle, WAJune 21-26, 2015 27Collier County, FLJanuary 29 –February 3, 2017Collier County is Ready to Add to the Supply of
Affordable Housing By…
Opportunity to repurpose vacant and underutilized
commercial buildings
–Return vacant and underutilized retail sites to the tax rolls by
conversion to residential;
–Reduce commercial vacancy rate and address unmet rental
housing demand.
–Take advantage of existing transportation infrastructure.
Create a Balanced Supply of Housing Choices by Increasing
Rental Options
–Rental Housing Surveys demonstrate extremely low vacancy
rates (1-2%) for multifamily options;
–Rental products allow new and returning residents to locate in
Collier County and support greater workforce mobility.
Taking Advantage of Underutilized Commercial Sites & Balancing its Housing
Choices for All Residents
28South Park & Georgetown · Seattle, WAJune 21-26, 2015 28Collier County, FLJanuary 29 –February 3, 2017Preservation: A Critical Housing Affordability Strategy
•Renovating an Existing Property Can Be One-third to One-half as
Expensive as New Housing Construction
–Restoring and renovating existing, older properties is cost effective,
with limited to no impact on community services and infrastructure;
–Building reuse avoids unnecessary demolition and construction waste
–Requires no new land for development, and can take advantage of
existing infrastructure
•Take Advantage of Existing Renovation Code
•Track Expiring Uses (National Preservation Database)
•Right of First Refusal
Preservation is Greener and Cheaper than New Construction
Photo credit: NeighborWorks
29South Park & Georgetown · Seattle, WAJune 21-26, 2015 29Collier County, FLJanuary 29 –February 3, 2017Regulatory and Governance
•Update regulations to encourage
affordable, mixed income housing in
desired areas
•Permit higher densities within certain
activity centers for projects the
include affordable housing
•Revise the governance structure to
streamline the approval process
Themes
Bayfront Naples
30South Park & Georgetown · Seattle, WAJune 21-26, 2015 30Collier County, FLJanuary 29 –February 3, 2017Regulatory and Governance
Good codes are the foundation upon which
great communities are built. When done well,
codes make it easier for a community to
implement its vision.
Naples Square
30 units/acre
31South Park & Georgetown · Seattle, WAJune 21-26, 2015 31Collier County, FLJanuary 29 –February 3, 2017Regulatory and Governance
•Reduce Parking Standards –consider establishing a standard percentage reduction in minimum parking
requirements as an incentive to developing in urban portions of the County.
•Create Well-Defined Compatibility, Building Massing, and Buffer Standards –compatibility issues with
adjacent neighborhoods has fueled distrust between the community and developers. These conflicts
partially due to a lack of clear expectations on code requirements. For infill development projects that
include affordable housing, this lack of certainty causes an unnecessary burden on developers while at the
same time residents have concerns about property values and existing views. (Example: Oklahoma City
Development Guide)
•Permit Guest Houses as Accessory Dwelling Rental Units –there are a number of existing guest
homes, predominantly in the eastern portions of the County that if permitted to be used as rentals, will
immediately impact the supply of affordable, rental housing.
•Encourage Smarter Site Infrastructure Requirements –there are a number of onerous land development
expectations that add unnecessary expense to projects. These requirements further exacerbate the
challenges to providing affordable units. Examples include requiring sidewalks on both sides of the street;
right-of-way commitments.
Perform a Comprehensive Rewrite of the Land Development Code to Differentiate
Between Urban and Rural Areas
32South Park & Georgetown · Seattle, WAJune 21-26, 2015 32Collier County, FLJanuary 29 –February 3, 2017Regulatory and Governance
A healthy mixed-income community should have higher densities to promote a walkable environment but not high concentrations of low-income housing in one place. Mixed-income communities are a market-based approach and include diverse housing for people with a range of income levels.
•Strengthen the Affordable Housing Density Bonus (AHDB) Program
While maximum build-out density is frequently not achieved in large PUD developments, smaller infill sites in the western portions of the County may need additional density to be financially viable. For example, 30 units/acre may be a more realistic maximum density to properly incentivize market -rate developers to provide affordable, mixed -income housing.
•Identify Strategic Opportunity Sites
Consider further density increases in limited urban areas such as the Bayshore Gateway Triangle CRA where high quality transit facilities along transportation corridors could be provided.
Target Certain Activity Centers for Significantly
Higher Density with the Provision of Mixed-
Income Housing
Conceptual Framework
Transportation
Corridors
Activity
Centers
Bayshore
Gateway CRA
City of
Naples
Lee County
Park n’ Ride
Lots
33South Park & Georgetown · Seattle, WAJune 21-26, 2015 33Collier County, FLJanuary 29 –February 3, 2017Regulatory and Governance
•Expedite Plan Review and Increase Administrative Approval for Select Cases
Expand expedited plan processing to include Comprehensive Plan Amendments and Zoning Approvals.
Comprehensive Plan Amendments could also be reviewed concurrently with a zoning change for
projects that include affordable housing. Consideration should also be given to increasing the number
of administrative approvals that do not require BoCC approval to streamline the process and provide
greater certainty.
•Add At-Large Board of County Commission Members and Change the Super-majority Rule
-There is a great deal of uncertainty in the knowing whether or not a zoning application will be
approved due to the ability for only two board members to veto a project. For projects that
include affordable housing, this lack of certainty is a key impediment to project viability.
-All board members are charged at looking at the County as a whole -there are no at-large
board members who are specifically charged with overseeing county-wide issues.
-The new BoCC should be a seven-member board. The super-majority should be reduced to a
five of seven approval process. If adding new BoCC members is not feasible, reduce the super-
majority requirement to a simple-majority.
Streamline the Project Approval Process when Affordable Housing
is Provided
34South Park & Georgetown · Seattle, WAJune 21-26, 2015 34Collier County, FLJanuary 29 –February 3, 2017Cassidy Ridge, Telluride
•24 Condominiums
•2 Deed Restricted Employee Housing Units
•16 Units per acre
35South Park & Georgetown · Seattle, WAJune 21-26, 2015 35Collier County, FLJanuary 29 –February 3, 2017Martindale, Indianapolis
•10 Homes per acre
•1100 sf –1800 sf per unit
•Customizable
•Mixed Income Neighborhood; 50% Affordable Units
36South Park & Georgetown · Seattle, WAJune 21-26, 2015 36Collier County, FLJanuary 29 –February 3, 2017Fall Creek Place, Indianapolis
•New Neighborhood of Homes
•Integrated Mixed Incomes; 50% Affordable Units
•400 Homes
•10-15 Units per acre
37South Park & Georgetown · Seattle, WAJune 21-26, 2015 37Collier County, FLJanuary 29 –February 3, 2017Legends Park, Memphis •Apartments
•Mixed Income Property: 70% Affordable Units
•700 –1200 sf per unit; 1 to 4 Bedrooms
•12-16 Units per acre
38South Park & Georgetown · Seattle, WAJune 21-26, 2015 38Collier County, FLJanuary 29 –February 3, 2017Lennox Chase, Raleigh
•37 Apartments
•100% Affordable Units
•500 sf Studio Units
39South Park & Georgetown · Seattle, WAJune 21-26, 2015 39Collier County, FLJanuary 29 –February 3, 2017Westlawn Gardens, Milwaukee
•Apartments; Senior Occupancy
•Mixed Income Property: 45% Affordable Units
•250 Units
40South Park & Georgetown · Seattle, WAJune 21-26, 2015 40Collier County, FLJanuary 29 –February 3, 2017Columbia Parc, New Orleans
•Apartments; Garden and Townhome Style
•Mixed Income Property
•1 to 4 Bedrooms; 855 to 1555 sf
•Conventional and Senior Occupancy
•Amenitized
41South Park & Georgetown · Seattle, WAJune 21-26, 2015 41Collier County, FLJanuary 29 –February 3, 2017Transportation
Transportation access directly links to housing affordability:
transportation costs can increase or decrease household expenses
and cost burden
•Implement recommendations and plans in place
•Integrate Bus Routes with Affordable Housing Locations
–Establish Corridors to Locate Multi-Family Housing Around
–Implement Park and Ride Systems
–Explore Bus Rapid Transit and/or Express Service Lines
•Enhance Bicycle and Pedestrian Systems
–Implement the “Comprehensive Pathways Plan” for the County
–Enhance Safety for Transit Mobility
–Hire a Bike/Ped Coordinator
•Establish a Secure, Recurring Revenue Source for Transit
•Promote Ride Share Options
Housing Alone is not the Solution
42South Park & Georgetown · Seattle, WAJune 21-26, 2015 42Collier County, FLJanuary 29 –February 3, 2017Increase Income
•Albuquerque, NM
•Bangor, ME
•Berkeley, CA
•Bernalillo County, NM
•Chicago, IL
•Cook County, IL
•Cupertino, CA
•El Cerrito, CA
•Emeryville, CA
•Flagstaff, AZ
•Johnson County, IA
•Las Cruces, NM
•Linn County, IA
•Los Altos, CA
•Los Angeles, CA
•Los Angeles County, CA
•Malibu, CA
•Miami Beach, FL
•Montgomery County, MD
•Mountain View, CA
•Oakland, CA
•Palo Alto, CA
•Pasadena, CA
•Polk County, IA
•Portland, ME
•Prince George’s County, MD
•Richmond, CA
•San Diego, CA
•San Francisco, CA
•San Jose, CA
•San Leandro, CA
•San Mateo, CA
•Santa Clara, CA
•Santa Fe, NM
•Santa Fe County, NM
•Santa Monica, CA
•Seattle, WA
•Sunnyvale, CA
•Tacoma, WA
•Washington, DC
•Wapello County, IA
Increase City and County Employee Wages
Cities with Enhanced Minimum Wage
43South Park & Georgetown · Seattle, WAJune 21-26, 2015 43Collier County, FLJanuary 29 –February 3, 2017The Collier County Housing Affordability Toolkit
•Update and maintain an inventory of affordable for-
sale and rental units.
•Streamline process for residents
–Application
–Income qualification
Bolster Existing Programs and Processes
44South Park & Georgetown · Seattle, WAJune 21-26, 2015 44Collier County, FLJanuary 29 –February 3, 2017The Collier County Housing Affordability Toolkit
•Develop a Marketing and Communications Plan
–Appeal to a variety of audiences
•Current and Potential Residents
•Business Community
•Philanthropic Community
–Include Written, Verbal and Visual
Strategies
•Culturally Sensitive
•Age Appropriate
•Multi-Lingual
–Be Clear and Concise
•Hire a Community Outreach Specialist
•Go to your Audience
Raise Public Awareness
45South Park & Georgetown · Seattle, WAJune 21-26, 2015 45Collier County, FLJanuary 29 –February 3, 2017The Collier County Housing Affordability Toolkit
•Create an Affordable Housing Directory
–Rental and For-Sale
–Draw from County’s Live-Time Database
Residential Toolkit –Seekers of Affordable Housing
Source: Virginia Housing Development Authority website
Source: http://www.springfieldpartnersinc.com
46South Park & Georgetown · Seattle, WAJune 21-26, 2015 46Collier County, FLJanuary 29 –February 3, 2017The Collier County Housing Affordability Toolkit
•Employ a Housing Counselor
•Develop an Educational Program
–Explain the Cost Burden Concept
–Help Residents with Household Budgeting
–Clear and Concise
•Write a Housing Resources Guide
Residential Toolkit –Seekers of Affordable Housing
Source: www.affordablehousingalliance.com
Source: www.makinghomeaffordable.com
47South Park & Georgetown · Seattle, WAJune 21-26, 2015 47Collier County, FLJanuary 29 –February 3, 2017The Collier County Housing Affordability Toolkit
•Fundraising Campaign
–Specific Housing Developments
–Façade/Exterior Improvements
•Develop Community Volunteer Projects and Programs
–Growing Awareness: Planting Project
–Welcome Wagon Program
–Public Art Initiative
–YIMBY Campaign
Residential Toolkit –Supporters of Affordable Housing
48South Park & Georgetown · Seattle, WAJune 21-26, 2015 48Collier County, FLJanuary 29 –February 3, 2017The Collier County Housing Affordability Toolkit
•Myths and Facts Brochure
•Workforce Housing Campaign
Residential Toolkit –Skeptics of Affordable Housing
49South Park & Georgetown · Seattle, WAJune 21-26, 2015 49Collier County, FLJanuary 29 –February 3, 2017The Collier County Housing Affordability Toolkit
of Affordable Housing
50South Park & Georgetown · Seattle, WAJune 21-26, 2015 50Collier County, FLJanuary 29 –February 3, 2017I.Background and Assignment
II.Current Conditions
III.Vision
IV.Implementation
V.Conclusion
Presentation Overview
51South Park & Georgetown · Seattle, WAJune 21-26, 2015 51Collier County, FLJanuary 29 –February 3, 2017Summary of Major Recommendations
•Create a vision for the future of your community.
•Recognize that housing affordability affects all segments of your community.
•Increase supply of affordable rental housing.
•Adopt a smart code.
•Reactivate your Affordable Housing Trust Fund… and use it!
•Transportation is part of the housing affordability solution.
•Establish Transportation Corridors to target mixed income, multifamily
housing development.
•Consider establishing an enhanced minimum wage ordinance.
•Raise public awareness and communicate with your community.
52South Park & Georgetown · Seattle, WAJune 21-26, 2015 52Collier County, FLJanuary 29 –February 3, 2017Thank You!
Questions?