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HomeMy WebLinkAboutAgenda - 02-15-1999 - 2ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: February 15, 1999 SUBJECT: 1999 -2000 Board of Commissioner Goals DEPARTMENT: County Manager ATTACHMENT(S): Potential Goals Identified at 1/16/99 Retreat Flipchart Notes from 1/16/99 Retreat 1998 -99 BOCC Goals (previously distributed in Retreat Notebooks) Action Agenda Item No. _1J, PUBLIC HEARING: (Y/N) BUDGET AMENDMENT: (Y/N) INFORMATION CONTACT: John Link or Rod Visser, ext 2300 TELEPHONE NUMBERS: Hillsborough 732 -8181 Chapel Hill 968 -4501 Durham 688 -7331 Mebane 336- 227 -2031 PURPOSE: To complete discussion of topics identified at the January 16, 1999 Planning and Goal Setting Retreat, and to identify 1999 -2000 goals to be developed by staff for Board review and adoption. BACKGROUND: The work session on goals can be structured in two major parts: 1. Planning Retreat Follow -up Complete the review of topics identified at the January 16 retreat for possible inclusion in the 1999- 2000 Board of Commissioner goals. Attachment 1 is a transcription of all the potential topics that were written down by individual commissioners during the "cardstorming" session, and subsequently grouped under the major headings shown in the attachment. Topics on Attachment 1 that the Board completed work on are noted in italics. Topics that the Board was unable to address or may not have fully discussed because of time constraints (e.g. Planning related issues), are listed in regular text. • Review the notes from the Board's discussion at the retreat. These were transcribed from flipcharts and are organized in Attachment 2 under the major group headings used in Attachment 1. • Ensure that all topics the Board wishes to consider for inclusion in the 1999 -2000 goals have been identified and discussed (with the exception of solid waste matters, which will be discussed at the February 18 work session). 2 2. Identification of Goals and Their Priority • Review each topic discussed on January 16 or at this February 15 work session and tentatively identify those topics that a majority of the Board would like to consider further for inclusion in the 1999 -2000 goals. • Review current 1998 -99 goals and objectives and identify those which the Board would like to continue for 1999 -2000, and any which are substantially complete or which the Board does not wish to continue for 1999 -2000. The 1998 -99 goals were included in the notebooks distributed ahead of the January 16 retreat. The Clerk's Office can provide additional copies as needed. • Provide specific direction to staff as needed on parameters to observe in developing draft goal statements /action plans /timetables /resource estimates for each topic identified for further consideration, and suggest priorities of goals, if time permits that discussion. • Establish target dates /process for Board review /public input/adoption of Board's goals for fiscal year 1999 -2000. Staff will work towards producing draft goal statements, etc. for distribution to the Board before the end of March and for Board consideration and adoption in April. RECOMMENDATION(S): The Manager recommends that the Board complete the discussion begun at the January 16, 1999 retreat, and provide appropriate direction to staff regarding the preparation of draft goals for 1999 -2000. Attachment 1 BOARD OF COUNTY COMMISSIONERS 3 RETREAT - JANUARY 16, 1999 Goals Discussion The following notes are a transcription of the topics identified by individual commissioners during the "cardstorming" portion of the retreat. The topics were grouped under the major headings identified by the Board and noted here in bold text and by underlining. The major headings /topics for which discussion was completed by the Board are also italicized. Major headings /topics which the Board did not have time to address or did not complete are in regular text and denoted by an asterisk ( *). COMMUNICATIONS • Outreach • Facilitated response for citizens • Commissioners on T. V. • Communication - What does County Gov't. do? • Keep on getting the message out - tax bill information - steps to continue • Communication - make it a higher priority and develop more methods to implement this goal • Citizens guide to public process • Web page and intranet development • Orange Book • Three month projected agenda • Meetings INNOVATION & EFFICIENCY (including Construction Management) • Sustainable County govt. (new objective) • Efficiency - cost effectiveness (value engineering) • Budget process • County organization • Cost effective initiatives • Construction Management IMPACTS OF GROWTH AND DEVELOPMENT (including adequate public facilities) • Analysis of impacts of growth and development - more emphasis • Roads, Schools, Trash • Total impact on County of Growth and Development and who should pay for this (1899 or 1999) • Adequate Public Facilities • University expansion • Growth costs on County govt. • Adequate public facilities to serve growth in a timely manner • Developing new standards/ordinances for erosion and sedimentation control • Smart Growth (SOCF) Attachment 1 4 ECONOMIC DEVELOPMENT • Develop Entrance road design for 86 EDD - meeting with Hillsborough • Strategies for EDD infrastructure • Solid Waste facility • Agriculture • Develop Benchmarks • Sustainability in Economic Development • Financing for public utilities needed for EDD (Efland) *PLANNING • Review cell tower ordinance • Flexible Development Ordinance • Review Staff Permits • BOA Permits decisions • Transition Zoning • Review with New Director all goals, then update • Review Subdivision regulations, Class B permits, time limits, flexible open space ordinance *TRANSPORTATION • More efforts to promote alternative modes • Some local autonomy • TTA stations identified for LUP • Rural Transportation Plan OPEN SPACE AND RECREATION AND PARKS • One Recreation and Parks Department for all the County? Consolidation with Chapel Hill and Carrboro, SAVE $ ? ?? • Secure Open Space to secure Rural Character to secure a nice place to live to reduce chance of urban sprawl, etc. • Transfer of Development Rights within County jurisdiction • Resource Protection: • Range of options/strategies • Funding • ERC Department • Conservation easements and land trust • Protect/purchase open space, parks, etc. (Comprehensive resource conservation program) • One D + protect schooUpark sites and "concurrency" for school facilities (Schools and Land Use Council) • Environmental Protection /protect natural resources and 1D tools for protection (Commission for the Environment) • Payment -in -lieu of park and recreation fees Attachment 1 *RURAL CHARACTER PRESERVATION • Open space • Agriculture Preservation • Rural Buffer • RC Study • Bond referendum for purchase of development right by the County that would be perpetual FOREVERIII • Preserve rural buffer EDUCATION: EQUITABLE AND EFFECTIVE SCHOOL FUNDING • Effective school funding - is equity just a "dream" Hasn't been achieved with two school systems • Substantial equivalency for school facilities • Impact fee equity study (different residential types) PUBLIC SAFETY ISSUES CONCERNING NUCLEAR WASTE STORAGE AT SHEARON HARRIS • 911 - fire /rescue • Law Enforcement Training Facility (firing range) • Nuclear Waste Storage in a 1, 000, 000+ population area • Shearon Harris and public safety issues • Public health • Emergency preparedness plan including plan for environmental hazard *DISTRICT (aeoaraohical residential) ELECTIONS FOR COUNTY COMMISSIONERS • Representation • more diverse boards and commissions • primer for citizens • Demographic and diversity for Boards and Commissions • District elections - 1 person - 1 vote Attachment 1 *OTHER • Firearms • Review firearms discharge laws for residential areas or nearby • Discharge of firearms within 1/2 mile of a school • Alcohol and firearms • County support for Child Care for County employees • Pay and compensation • competitive, fair • pay- for - performance • Pay equity • Y2K • Y2K Readiness • Welfare Reform • Healthy Carolinians * comprehensive view of County services • Human Services • more focus on seniors /senior centers • ESL • Overt leadership role in Work First • Human Services • Year 2000 - benchmarks and events • Regional solutions • Chatham and Jordan Lake • Solid Waste • Impact Tax • Training yearly for Planning Board and BOA members with Carrboro and Hillsborough 6 Attachment 2 7 Notes from BOCC Planning Retreat January 16, 1999 The following notes were transcribed from flipcharts used to record Commissioners' discussion/decisions at the January 1999 Planning and Goal Setting Retreat. The major group headings used by the BOCC to organize the discussion included: • Communications • Innovation & Efficiency • Impacts of Growth & Development • Open Space/Recreation & Parks • Rural Character Preservation • Education - Equitable & Effective Funding • Public safety Issues - Nuclear Waste • District Elections • Other- (e.g.Firearms, Human Services, Y2K) Communications- News Team & Other Public Information Efforts - Customer survey card - Forward info to Board of County Commissioners -Let people know what getting for $$ -Field way through bureaucracy - Specific # to call for Board of Commissioners; citizen response line (facilitate responses to citizens) - County Commissioners #'s as options when dialing in to government -Why news releases are not being used effectively (Better use of.. ) - Website- make more interactive -Youth Council- develop. website for youth issues - Increase involvement of students in County Government - Bumper Stickers -After Hours # - Public Knows @ County Government & gain input -Board of Commissioners on TV - Responsibility -Keep w /in BOCC & Manager's Office -Board of Commissioners info to website w/o going through IS -Buck- `reporter' during Agenda reviews - Guide for citizens to County Processes - Develop options to communicate more effectively (flesh out goal) Attachment 2 8 Innovation & Efficiency- sustainable co. government - Reestablish I & E group/Revisit co. operations and make recommendations / make government work better - Rethink charge of I & E Committee - Citizens, expert: ideas on how to motivate staff to improve efficiency - Facilities (childcare at schools) - Public Funds at certain level... -Value engineering /construction mgmt - Presentation to BOOC and I &E from Cons. Mgr. (n. co. neighbor) - Standard of acceptable service delivery (inspections, etc.) Impacts of Growth & Development - Impact tax (joint w /Chatham ?) for adequate public facilities;(eg. H2O supplies) - Adequate Public Facility Development • Resource Assessment to accomplish • Costs -SOCF & Smart Growth - Develop /Seek ways to deal with DOT - Autonomy for county on certain issues -Bike lanes - Effect of interstates on county resources e.g. Traffic court effect on County Facilities - Create more effective interaction w/ DOT - Impact on University growth - Erosion & sedimentation Bond? (Storm Water Mgmt) - Carrboro's review - Possibility of Sedimentation Bond? - Forfeited if violated - Overview of Transportation providers in County. -TTA (better coordination to get what Orange County needs) - earlier into their budget process - Aging/ OPT - Opportunities to provide better service e.g. vanpools Planning - Designate work sessions after new Planning Director arrives to discuss; Attachment 2 9 Economic Development: - Update on Efland EDD: (future work sessions) Leverage State Sewer Bond $$$'s - Discuss Hillsborough's ED plans (Joint meeting 1- 21 -99) - Orange- Alamance system update: -Mebane annexation -Water and Sewer: how ? - Promoting Agriculture: Make higher priority for EDC Open Space/ Rec. and Parks - Payment in -lieu ask new Planning Director to review -ERCD: Pursue Conservation easement (Board of County Commissioners hears Ag Dist Adv. @ Retreat and Provides feedback to them) - Continue initiatives to protect open space - Transfer of Development rights; higher priority (determine feasibility) -Tie to TTA stations /density discussions -Look at specific location where this has successfully happened; enhance public understanding of issue. Goal Format • See all recommendations • Change format • Reflect only adopted goals Education/Equitable School Funding; - Legislative Meeting to include: -Impact Tax - Effective (equity) funding - Focus: Effective use of resources (capital & operational) -Co -use (e.g. Senior Centers) -Define equitable vs. efficient - Discuss construction management; - Worksession(s) with Boards -Have schools prioritize budget request items to be considered. (By consensus it is requested) Attachment 2 10 Public Safety - Shearon Harris Issues: • Formal intervention process re: High level nuclear waste storage. • Current means of discussion voluntary; not easily accessed by local government • Challenges to regulatory process gives standing to a federal challenge • Unaware of positions of other local government —Tight time frame for response. May require that we move forward now. (Sufficient time now for consultants to respond.) • Federal repository Z decades away. • Technical data gathering: local $$$ • Triangle -Wide information forum suggested. • County Engineer to continue involvement • Other County facilities for public mgt. • Consider adding technical consultant to 1/19/99 agenda: -Hire consultant - Partner with Chatham -Seek similar involvement of other local entities • Address to CP &L, in addition to NRC R-A BOARD OF COUNTY COMMISSIONERS RETREAT - JANUARY 16, 1999 Goals Discussion COMMUNICATIONS ® Outreach • Facilitated response for citizens • Commissioners on T.V. • Communication - What does County Govt. do? • Keep on getting the message out - tax bill information - steps to continue • Communication - make it a higher priority and develop more methods to implement this goal • Citizens guide to public process • Web page and intranet development • Orange Book • Three month projected agenda • Meetings INNOVATION & EFFICIENCY (including Construction Management) • Sustainable County govt. (new objective) • Efficiency - cost effectiveness (value engineering) • Budget process • County organization • Cost effective initiatives • Construction Management IMPACTS OF GROWTH AND DEVELOPMENT (including adequate public facilities) • Analysis of impacts of growth and development - more emphasis • Roads, Schools, Trash • Total impact on County of Growth and Development and who should pay for this (1899 or 1999) • Adequate Public Facilities • University expansion • Growth costs on County govt. • Adequate public facilities to serve growth in a timely manner • Developing new standards/ordinances for erosion and sedimentation control • Smart Growth (SOCF) ECONOMIC DEVELOPMENT • Develop Entrance road design for 86 EDD - meeting with Hillsborough • Strategies for EDD infrastructure • Solid Waste facility • Agriculture • Develop Benchmarks • Sustainability in Economic Development • Financing for public utilities needed for EDD (Efland) PLANNING ® Review cell tower ordinance • Flexible Development Ordinance • Review Staff Permits • BOA Permits decisions • Transition Zoning • Review with New Director all goals, then update • Review Subdivision regulations, Class B permits, time limits, flexible open space ordinance TRANSPORTATION ® More efforts to promote alternative modes • Some local autonomy • TTA stations identified for LUP • Rural Transportation Plan OPEN SPACE AND RECREATION AND PARKS • One Recreation and Parks Department. for all the County? Consolidation with Chapel Hill and Carrboro, SAVE $??? • Secure Open Space to secure Rural Character to secure a nice place to live to reduce chance of urban sprawl, etc. • Transfer of Development Rights within County jurisdiction • Resource Protection: * Range of options/strategies * Funding * ERC Department • Conservation easements and land trust • Protect/purchase open space, parks, etc. (Comprehensive resource conservation program) • One D + protect school/park sites and "concurrency" for school facilities (Schools and Land Use Council) • Environmental Protection/protect natural resources and 1 D tools for protection (Commission for the Environment) • Payment-in-lieu of park and recreation fees RURAL CHARACTER PRESERVATION • Open space • Agriculture Preservation • Rural Buffer • RC Study • Bond referendum for purchase of development right by the County that would be perpetual FOREVERM • Preserve rural buffer EDUCATION: EQUITABLE AND EFFECTIVE SCHOOL FUNDING • Effective school funding - is equity just a "dream" Hasn't been achieved with two school systems • Substantial equivalency for school facilities ® Impact fee equity study (different residential types) PUBLIC SAFETY ISSUES CONCERNING NUCLEAR WASTE STORAGE AT SHEARON HARRIS • 911 - fire/rescue • Law Enforcement Training Facility (firing range) • Nuclear Waste Storage in a 1,000,000+ population area • Shearon Harris and public safety issues • Public health ® Emergency preparedness plan including plan for environmental hazard DISTRICT (geographical residential) ELECTIONS FOR COUNTY COMMISSIONERS Representation * more diverse boards and commissions * primer for citizens • Demographic and diversity for Boards and Commissions • District elections -1 person -1 vote OTHER • Firearms • Review firearms discharge laws for residential areas or nearby • Discharge of firearms within 1/2 mile of a school • Alcohol and firearms • County support for Child Care for County employees • Pay and compensation * competitive, fair * pay-for-performance • Pay equity • Y2K • Y2K Readiness • Welfare Reform • Healthy Carolinians * comprehensive view of County services • Human Services * more focus on seniors/senior centers * ESL * Overt leadership role in Work First • Human Services • Year 2000 - benchmarks and events • Regional solutions * Chatham and Jordan Lake * Solid Waste * Impact Tax • Training yearly for Planning Board and BOA members with Carrboro and Hillsborough OTHER TOPICS OF INTEREST HUMAN SERVICES -- Senior centers. Articulate a commitment to seeking comparable, contemporaneous development of south and central centers in keeping with recommendations of August 20, 1996 "Orange County Senior Centers Development Plan: 1996 -2000" - -Work First a. Take leadership role in hiring. -- Hispanic/Latino a. Examine hiring practices. Advertise at Fiesta Del Pueblo. b. ESL emphasis (see communication) -- Handicapped Look for appropriate areas in which to ease requirement for high school diploma. -- Outsourcing Develop criteria for weighing out - sourcing as an employment strategy. LEGISLATION - -Expand Work First flexibility (Marti Pryor -Cook) -- Annexation --TDR (identify receiving area, as Green tract) -- Impact Tax (O. Co. school board) - -DOT reform (pending advice) -- Utility siting -- Taxation of UNC properties (I&E Committee) PLANNING -- Direct Planning Board and Staff to further refine standards for communication towers with particular attention to protecting significant historic sites and natural areas, providing adequate public notice both in writing and visually, and ascertaining relevant needs of County EMS and UNC hospital. -- Coordinate efforts with staffs of Carrboro, Chatham County, Chapel Hill, Hillsborough and OWASA to address Jordan Lake concerns raised at intergovernmental meeting of October 1, 1998 in order to reconvene group by the end of March 1999. BARRY JACOBS SUGGESTED ORANGE COUNTY COMMISSIONERS' GOALS AND OBJECTIVES, FISCAL YEAR 1999 -2000 COMMUNICATIONS GOAL: To promote more effective communication between and among the Board of Commissioners and Orange County citizens, other local officals and within the BOCC. - -Phone a. Short-term: Message doesn't include BOCC option b. Long -term: Examine feasibility of separate number for assistance to citizens (troubleshooter, ombudsman, citizens' aid) c. After -hours voice mail by name — Dissemination of information (Orange Outreach) a. Education Septic tanks, children's health insurance, Work First b. Publicity ( "Get the word out. ") JOCCA, Park acquisition, small business loan pool, Project Homestart, adolescent parenting c. Promote involvement Schools Civic and social groups -- Bumper stickers: "Committed to safe driving" with phone number. -- Develop criteria to assure multilingual capabilities. ECONOMIC DEVELOPMENT GOAL: Application and refinement of economic development districts GOAL: Identify an option for future disposal capacity (Solid Waste) -- Encourage search for C &D disposal site in EDD GOAL: Application and refinement of economic development districts GOAL: Study the feasibility, costs and financing of the expansion of the Efland sewer system as required to serve potential customers in the Efland area -- Orange- Alamance water system Investigate efficacy of continued existence of system in light of concerns regarding resource management, function, cost- effectiveness, public control. -- Examine possibility of seeking state funding through new bond issue to expedite and expand Efland sewer project. a. Include those promised relief but currently not covered by Efland sewer project. b. Develop potential mechanism for encouraging corporate sewer - dependent projects in EDD. This could include solid waste industry and facilities. -- Examine possibility of seeking state funding through new bond issue to create sewer partnership with Hillsborogh for serving Hillsborough EDD. ADD OBJECTIVE: Involve Economic Development Commission more actively in agricultural issues. -- Increase representation of farm and rural residents on board. -- Develop program for making recommendations to BOCC to provide monthly recognition of notable county businesses. EDUCATION GOAL: To promote fairness, effectiveness, and efficiency in the allocation to and use of resources by the two school systems. OBJECTIVE: To continue pursuit of progress towards equal current expense funding between the two school systems. Consistent with plan of action to achieve "equitable and effective school funding ". a. Expansion or new initiatives presented in priority order b. Refine mechanisms to start budget collaboration earlier OBJECTIVE: To pursue short-term and long -term solutions to school capital needs that will promote capital funding and facility equity. a. Requiretrequest value engineering on all capital projects involving more than a threshold level of county funding. This is consistent with I &E report, section entitled "County Expenditures- Schools ": "The Committee also recommends that the Board of Commissioners encourage the Boards of Education to employ a similar kind of 'in-depth' innovation and efficiency analysis to identify potential savings within the school systems. Although we recognize that the Commissioners have little direct say over school expenditures, we do feel that their expertise and influence in such matters is invaluable." EFFICIENCY IMPROVEMENTS GOAL: To develop strategies to continue to promote more efficient County government operations which will ultimately result in financial savings. -- Reconvene Innovation and Efficiency Committee, as per its 1996 recommendation. -- Management Study Recommendation 4 of the 1996 Innovation and Efficiency Committee was to "Adopt as a County a process and model to systematically evaluate County operations, including existing operations and requests for additional resources ". As part of that recommendation the committee noted without stating a choice "that there are a variety of strategies and resources that may be used to conduct the model evaluation process ", among them "using external private management consultants to conduct evaluations ", using local business leaders, and using university support. Among the possible areas to be addressed by such a study: a. Efficiency -- structure, practice b. Build teamwork c. Promote responsiveness d. BOCC /staff relations e. Encourage creativity f. Pay and classification issues - -Refine pay- for - performance agreement with manager -- Review structure of budget process a. Proposed positions broken down by funding source (County, dept. revenues, outside) b. Organization of work sessions 19 senior staff sitting, unneeded, at 6:45 PM on 6/10/98 - -Grants Identify locus in county government for expertise in targeting of grant opportunities and strategies for acquisition. RESOURCES PROTECTION AND DEVELOPMENT GOAL: Implement watershed protection standards and classifications to insure high quality water resources in Orange County. - -Eno River Corridor Coordinate with Eno River Association to define water quality and natural area/open space values in central Orange. Add OBJECTIVE: Continue refinement of Environment and Resource Conservation Department. — Create steering committee of boards involved to share information and coordinate policy objectives. -- Consider creation and placement of mechanism for first - response focus on matters of immediate environmental degradation (improper timbering, filling of floodplains, etc.) RURAL CHARACTER PRESERVATION GOAL: Prepare /resolve strategies and ordinances to preserve rural character -- Review Rural Character Study for current applicability. a. In keeping with review of Rural Character Study, ask Planning Board and staff to address failure of flexible open space ordinance to provide meaningful, contiguous open space, and to exact sufficient balancing community benefits for provision of development incentives. OBJECTIVE 1: Adoption of the Rural Buffer Conceptual Guidelines. b. Initiate decade - delayed refinement of Rural Buffer Conceptual Guidelines. Issues identified in 1988 included owner equity, septic system monitoring. Refer to Rural Character Study. Possible outcome: seek grant funding to perfect mechanisms to defeat sprawl and create sustainable development with protected open space. GOAL: Develop a comprehensive voluntary farmland preservation program for Orange County ADD OBJECTIVE: Facilitate more involvement by, and communication with, farm community. -- Easement purchase program Examine criteria for purchase of easements recommended by Ag Districts Advisory Board to assure they achieve multiple objectives (in watershed critical area, riparian rights, identified significant natural area) -- Rename Ag Districts Advisory Board to reflect wider concerns (Agriculture Preservation Commission) -- Review need for, name and characteristics of, Rural Education Center a. Farmer's market b. Livestock scales c. Meeting space d. Consolidation of services e. Space limitations at planning building f. Demonstration projects - -Advance board diversity Make appointments on advisory boards to consciously include broader representation of rural areas, particularly in realms of obvious interest (economic development, planning, parks, environment, OWASA) -- Initiate annual O.Co. Agricultural Summit a. Include producers, EDC, chambers of commerce, Ag Extension, planning, Farm Bureau, Ag District Advisory Bd. b. Share information 1. Use -value program, tax issues 2. Easement purchase explained c. Solicit ideas on Rural Ed Center, easement purchase program d. Highlight alternative crop ideas TRANSPORTATION PLANNING GOAL: Maintain a comprehensive transportation planning process for Orange County. ADD OBJECTIVE 6: - -Identify possible discretionary realms in which county should have more active purview in determining allocations of DOT funding (spending on traffic lights v. bike lanes, cycle lights v. flashers, etc.) Barry Jacobs Need for a Orange County Strategic Aging Plan 1. The Retirement Aging population is mushrooming between now and the year 2020 with the Baby boomers reaching retirement age. (How old will you be in the year 2020 ?) In fact, Orange County is projected to have 131.6% increase in 65+ population between 1996 -2020. In terms of numbers, Orange County's older 65+ population will increase from 9,308 (1996) to a projected 21,553 in 2020. A. In comparison, there will only be a 38.1% increase among all ages in Orange County. B. Compared to other counties, Orange County will have the third highest increase (behind Wake - 179.3% and Onslow - 134.3 %) of the 100 NC Counties. C. Compared to North Carolina as a whole, the state's 65+ population will increase 76.2% between 1996 -2020. 2. We must plan now for a model community that focuses on promoting wellness and independence for all Older Adults regardless of their functional capacity, 3. We must employ a process that is unified (public and private involvement) and develop a plan that is comprehensive (covering all aspects of aging). 4. The Aging Plan would be a five year strategic plan requiring annual updates. 1/16/99 FN:Need- pin.doc If i Older Population in NC Counties The Growth of the Prniections Increase 1996 -2020 The Growth of the Older Population in NC Counties 1996 Population Estimates 2020 Population Projections Increase 1996 -2020 County All Ages #65+ %65+ All Ages #65+ %65+ All Ages 65+ Jackson 29,238 4,336 14.8% 32,822 7,975 24.3% 12.3% 83.90/a Johnston 99,215 12,401 12.5% 147,349 24,378 16.5% 48.5% 96.6% Jones 9,322 1,398 15.0% 9,266 1,952 21.1% -0.6% 39.6% Lee 47,402 6,721 14.2% 61,760 12,014 19.5% 30.3% 78.8% Lenoir 59,262 8,734 14.7%1 58,394 12,285 21.00/a -1.5% 40.7% Lincoln 56,808 6,945 12.2% 76,990 13,520 17.6% 35.5% 94.7% Macon 27,050 6,325 23.4% 34,259 10,895 31.8% 26.7% 72.3% Madison 18,194 3,137 17.2% 19,393 4,915 25.3% 6.6% 56.7% Martin 25,762 3,895 15.1% 25,306 5,590 22.1% -1.8% 43.5% McDowell 38,317 5,946 15.5% 39,391 9,080 23.1% 2.8% 52.7% Mecklenburg 593,514 56,545 9.5% 878,995 114,409 13.0% 48.1% 102.3% Mitchell 14,652 2,802 19.1% 14,708 4,114 28.0% 0.4% 46.8% Montgomery 24,382 3,301 13.5% 25,555 4,270 16.7% 4.8% 29.4°/ Moore 68,126 15,185 22.3% 90,862 26,178 28.8% 33.4% 72.4% Nash 86,026 10,927 12.7% 111,449 19,455 17.5% 29.6% 78.0% L New Hanover 143,430 19,038 13.3% 202,050 39,213 19.4% 40.9% 06.0%Northam ton 20,858 3,710 17.8% 18,404 4,594 25.0% - 11.8% 23.8% Onslow 150,216 8,162 5.4% 207,980 19,127 9.2% 38.5% 134.3% Orange 106,045 9,308 8.8% 146,494 21,553 14.7% 38.1% 131.6% Pamlico 12,010 2,221 18.5% 13,272 3,666 27.6% 10.5% 65.1% Pasquotank 33,848 4,822 14.2% 40,614 7,061 17.4% 20.0% 46.4% Pender 35,978 5,2781 14.7% 56,553 11,616 20.5% 57.2% 120.1% Per uimans 10,756 2,032 18.9% 11,693 2,961 25.3% 8.70/6 45.7% Person 32,514 4,715 14.5% 36,998 7,378 19.9% 13.8%1 56.5% Pitt 119,236 11,845 9.90/0 165,467 22,041 13.3% 38.8% 86.1% Polk 16,195 4,077 25.2% 19,587 6,212 31.7% 20.9% 52.4% Randolph 118,722 15,076 12.7%1 152,662 26,630 17.4% 28.6% 76.6 % Richmond 45,840 6,646 14.5% 46,359 8,413 18.1% 1.1% 26.6% Robeson 112,005 12,193 10.9% 125,186 19,337 15.4% 11.8% 58.6% Rockingham 89,250 13,492 15.1% 92,604 19,761 21.3% 3.8%1 46.5% Rowan 121,003 18,736 15.5% 152,090 27,821 18.3% 25.7% 48.5% Rutherford 59,334 9,482 16.0% 65,631 13,485 20.5% 10.6% 42.2% Sam son 51,498 7,6511 14.9% 55,733 11,272 20.2% 8.2% 47.3% Scotland 35,030 3,9761 11.4% 37,387 6,363 17.0% 6.7% 60.00/a Stanly 54,588 8,1121 14.9% 61,606 10,969 17.8% 12.9% 35.2% Stokes 42,222 5,096 12.1% 54,553 10,526 19.3% 29.2% 106.60/a Surry 65,866 10,402 15.8% 74,086 16,390 22.1% 12.5% 57.6% Swain 11,847 1,919 16.2% 12,500 2,852 22.8% 5.5% 48.6% Transylvania 27,558 5,760 20.9% 30,556 9,474 31.0% 10.9% 64.5% Tyrrell 3,671 669 18.2% 3,287 798 24.3% -10.5% 19.3% Union 102,083 9,923 9.75/6 154,192 22,963 14.9% 51.0% 131.40/a Vance 40,621 5,298 13.0% 44,821 7,276 16.2% 10.3% 37.3% Wake 539,187 42,884 8.0% 918,936 119,762 13.0% 70.4% 179.3% Warren 18,183 3,506 19.3% 19,808 5,252 26.5% 8.9% 49.8% Washington 13,504 2,025 15.0 -/0 11,555 2,827 24.5% - 14.40/a 39.60/a Watauga 40,451 4,635 11.5% 47,624 9,102 19.1% 17.7% 96.4% Wayne 112,386 12,338 11.0% 125,598 21,314 17.0% 11.8% 72.80/a Wilkes 62,762 8,989 14.3% 64,952 14,868 22.9% 3.5% 65.4% Wilson 68,460 9,168 13.4% 72,668 14,148 19.5% 6.1% 54.3% Yadkin 34,737 5,381 15.5% 43,780 9,111 20.8%1 26.0% 69.3% Yancey 16,248 2,980 18.3% 17,343 4,680 27.01/6 6.7% 57.0% NC (Total) 7,323,085 927,586 12.7% 9,345,967 1,634,691 17.5%1 27.6% 76.2% A Report Prepared for the 14C Division of Aging by CARES, the Center for Aging Research and Educational Services Jordan Institute for Families School of Social Work University of North Carolina at Chapel Hill (hftp://iff.sowo-unc.edu/cares/ boomteas.htm) 1990 Boomers AA1 -me� pi 9000 4!b- � at Mid -fife The Future of Aging in North Carolina "Talkin "bout My Generation" At each stage of life transition, "baby boomers = people born be- tween 1946 to 1964 —have challenged existing structures and resources. They put pressure on hospital maternity units when they were bom. They overflowed the public school system, leading to record construction, overcrowded classrooms, and sometimes double shifts of classes. They gave a huge boost to college enrollment, and they created an "echo boom" of births when they reached child- bearing ages. As the oldest boomers began to turn 50 in 1996, the media took up the cry that demogra- phers and those who work in the field of aging had been 70 80 voicing for many years: "What is going to happen when the boomers reach retirement age ?" Boomers at Mid -Life: The Future of Aging in North Carolina will explore this com- ing wave of older adults and its impact on North Carolina. 10 20 30 40 50 60 Age "What's Goin' On" A Description of Boomers in North Carolina • In 1990 there were more than 2 million boomers in North Carolina —about one third of the population and almost half of those of working age. • One of the stereotypes of boomers is that they are well educated, but more than half had a high school diploma or less when they were ages 25 to 34. This is better than their parents, but it limits the occupational potential of the boomers and makes lifelong learning a necessity. • Boomers have higher incomes (in real terms) than their parents did at comparable ages. This is because personal income has increased and because two- income families are more common. • The income gap between African American and White boomers is smaller than it was in their parents' generation. Despite civil rights activities, the income gap for African American boomers has not continued to narrow. • How boomers will live in their later years will depend on the great diversity of family configurations they have developed. Boomers married later than their parents, and a larger number have remained single. They are less likely to be living in married - family households or with their parents, and more likely to be living alone, as single heads of household, or with a partner to whom they are not married. "Money Makes the World Go Round" Economic Security in Later Years • Roughly one -fifth of NC boomers are comfortable or well -to-do (household incomes greater than $63,000 in 1996 dollars). Another fifth are below the poverty level or just above. Some 60 percent are in the middle. How well boomers do now influences how much they wilt accumulate for retirement in Social Security, pensions, and assets. • The bipartisan 1994 -96 Advisory Council on Social Security released three separate recom- mendations to sustain Social Security beyond 2030. Each proposal included raising the re- tirement age, a slight increase in taxes, and privatizing some or all of the trust fund revenue. With no change, the trust fund will still be able to cover 75 percent of benefits in 2029. • North Carolina has a greater proportion of new jobs in technical fields than the nation, and these may offer good salaries and pension plans. However, nearly one million NC boomers — roughly half —are in occupations that did not offer pensions to people who retired in 1993. • Boomers are just entering the ages when their parents began to save more of their earnings for retirement. Will the boomers save enough? To live on 75 percent of their current earnings, boomers making $20,000 would have to save $120,000 to supplement Social Security. For those with middle to high incomes, savings and pension together must surpass $1 million to maintain the same standard of living. And what about the poor and near -poor? • Lifelong learning through North Carolina's community colleges and universities are help- ing boomers get and maintain better jobs now and will be a major source for job retraining, information, and self - development. "Stayin' Alive" Health Status of Boomers Now and In the Future • Around 260,000 (13 percent) of NC boomers —many fully employed and middle class — have no health insurance, decreasing their chances of getting preventive services and early treatment that reduce the possibility of serious health problems later. - • Boomers talk a good game about living healthy life- styles, but do they really? About a third of older NC and US boomers are overweight. Smoking rates in this state are among the highest in the country, and NC boomers exercise less than boomers nationally. • North Carolina is the twelfth highest in the nation in "preventable deaths =that is, deaths caused by changeable behavioral or environmental causes. • The anticipated arrival of boomers has heightened public concerns about the future of Medicare and Medicaid and interest in a range of options including managed care, medi- cal savings accounts, flexible long -term care insurance, and "medigap." "When We're 64" and Older How Will Boomers Live When They're Old? • Like today's older adults, the boomers in later life will be disproportionately women. They are even more likely to be single, and on average, they will have fewer children. • Several trends suggest that boomers will age with fewer disabilities and be able to use lower -cost service options. Still, their numbers will have a heavy impact on the formal and informal long -term care system. • Technology will make a big difference. On the positive side, better, more carefully tailored services will be available. On the negative side, the glut of information may make people more vulnerable to its misuse, increasing the need for consumer education and protection. • Like their parents, most boomers will enter retirement healthy and active, but some face difficult odds and create special challenges for their families, communities, and govern- ment. What can we do today about the 344,000 who lack a high school education, the nearly 186,000 boomer households at or near poverty, and the substantial numbers who smoke, are overweight, or fail to exercise? The NC oepwwrwd of Neam coca H~ serves does na ascr:ni- nw an ft wsis of race. color. na- tiond wvr% sex. reig -% aye. or 6siDiy it ernpbprA nt or 1M Provi- sion of serviom 1000 copies primta0 at a cost of SW or $0.06 per copy. The Graying of America ✓ About half of all the people who have ever lived to be 65 or -older are alive today. ✓ life expectancy at birth in the U.S. was 47 years in 1900; it is now about 76. ✓ More than 70 percent of people now live to age 65, almost three times as many as at the start of the century. Six Myths ofAging Society is in persistent denial of some important truths about aging. We view the aged as sick, demented, frail, weak, disabled, powerless, sexless, passive, alone, unhappy, and unable to learn — in short a rapidly growing mass of irreversibly ill, irretrievable older Americans. To make use of the new scientific knowledge and experience its ben- efits, we must "unlearn" the myths of aging. Myth: To be old is to be sick. _ act: Only 5.2 percent of older people reside in nursing homes, down from 6.3 percent in 1982. Of Americans aged 75 -84 in 1994,73 percent reported no disability. Even after age 85.40 percent were fu::y functional- The reduction in disability appears to be acLe!erating, even among those over age 957-1 Myth: You can't teach an old dog new tricks. Fact: The less people are challenged, the less they can perform. Older people can, and do, learn new things — and learn them well. In one experiment, older people who showed declines in inductive reasoning and spatial orientation made significant and longlasting improvement after five training sessions.12 Myth: The horse is out of the barn.. Many believe that, after decades of fat -laden foods, no exercise and overindulging in alcohol, what they have lost is gone forever and cannot be recovered. Fact: Nature is remarkably forgiving. The risk of heart disease begins to fall almost as soon as you quit smoking. In five years, an ex- smoker is not much more likely to have heart disease than some- one who never smoked — and the good effects of quitting hold regardless of age, how much or how long you smoked. The same is true for obesity, ✓ From the birth of Christ to 1900, life ex- pectancy increased each year an average of three days. Since 1900, it has increased 110 days a year. ✓ The "old old" (over age 75) are the fastest growing segment of the population: in 1900, 4 percent of the over -65 population was over age 85; now more than 10 percent are. — From Successful Aging blood sugar, blood pressure, cholesterol, triglycer- ides, and decreased physical functioning. Myth: The secret to successlul aging is to choose your parents wisely. Fact: With rare exceptions, only about 30 percent of physical aging can be blamed on genes and only about half of changes in mental function. This leaves substantial room for healthy lifestyle to protect the mind and body. Also, as we grow older, genetics become less important, and environmental factors more important.' Myth: The rights may be on, but the voltage is low. Fact: In an early study, about 70 percent of 68- year -old men were sexually active. At age 78, this dropped to about 25 percent. due mostly to health. Among older women, the major factor for declining sexual activity was the unavailability of an appropri- ate partner. The same study repeated today would likely show greater sexual activity. Apart from sexual activitythe-basic human need for affectionate physical contact, which is apparent even in newborn infants, persists throughout life. The voltage is never too low for that — in fact, it may help keep the lights on. Myth: The elderly don't pull their own weight Fact The unstated assumptions are that every- body who works for pay is pulling his or her weight, and those who do not are a burden. The truth is some people who are paid do little or nothing useful while unpaid but productive work — in the home or as. a volunteer — is uncounted. Also, millions of seniors are, ready, willing and able to increase their productivity, both paid and voluntary, given a chance. 10 . — Excerpted, with editing, from Successful Aging I The Research I. Albert. MS, et al. (December 1995) "Predictors of Cognitive Change in Older Persons: MacArthur Studies of Successful Aging :' Psychology and Aging, pp. 578 -89. 2. Avorn,J, and Langer, EJ Qune 1982) "induced Disabil- ity in Nursing Home Patients:A Controlled Trial :' Journal of the American Geriatric Society, pp. 397 -400. 3. Banes, P. and Baltes. MM, eds. (1990) Successful Aging: Perspectives from the Behavioral Sciences. NewYork: Cambridge University Press. 4. Eandura,A (1997) "Self-Efficacy-.Toward a Unifying Theory of Behavioral Change :' Psychological Review, 84.191. S. Fiatarone, MA. et al. (June 23, 1994) "Exercise Training and Nutritional Supplementation for Physical Frailty in Very Elderly People :' New England Journal of Medicine, pp. 1769 -75. 6. House. JS, et al. Guly 29, 1988) "Social Relationships and Health :' Science, pp. 540 -5. 7. Manton. KG, et al. (1997) "Chronic Disability Trends in E!derly United States Population, 1982- 1994 :' P. ccee dings of National Academy of Science, pp. 2593 -8. 8. Manton, KG, et al. (July 1995) "Changes in Morbidity and Chronic Disability in the U.S. Elderly Population: Evidence from the 1982, 1984 and 1989 National Lcn; Term Care Surveys :' Journals of Gerontology Center for the Advancement of Health 2000 Hari& Avenue N.W., Suite 210 Was:-dngton, D.C. 20009 -1231 hupl /unvw.cfah.org Series B. Psychological Sciences and Social Sciences, pp. 5194 -204. 9. McClearn. GE, ec al. (June 6. 1997) "Substantial Genetic Influence on Cognitive Abilities in Twins 80 or More Years Old :' Science, pp, 1560-3. 10. Riley, MW, and Riley, JW (199.1) "Structural Lag: Past and Future :' In Riley. MW ec al. eds.Age and Struc- tural Lag: Society's Failure to Provide Meaningful Oppor- tunities in Work, Familj and Leisure, I S. New York: John Wiley. 11. Rowe, JW, and Kahn, RL Quly 10, 1987) "Human Aging. Usual and Successful :' Science, pp. 143 -9. 12. Schaie, KW, and Willis, SL (March 1986) "Can Adult Intellectual Decline Be Reversed!" Developmental Psychology, 223 -232. 13. Seeman.TE, et al. (July 1995) "Eehavioral and Psycho- social Predictors.of Physical Performance: MacArthur Studies of SuccessfulAging7 journals of Gerontology. Series A, Biological Sciences and Medical Sciences, pp. M 177 -83. 14. Seeman,TE, et al. (May 1994) "Predicting Changes in Physical Functioning in a High - Functioning Elderly Cohort: MacArthur Studies of Successful Aging :' Journals of Gerontology. Series A, Biological Sc ences and Medical Sciences, pp. M97 -108. 15. Seeman,TE,et al. (1994) "Social Ties and Support and Neuroendocrine Function:The MacArthur Studies of Successful Aging:* Annals of Behavioral Medicine, pp. 95 -106. This report was prepared with assistance from: Academy of Behavioral Medicine Research Academy of Psychosomatic Medicine American College of Neuropsychopharmacology American Psychiatric Association American Psychological Association American Psychological Association— Division 38 American Psychosomatic Society American Society of Psychiatric Oncology College on Problems of Drug Dependence Institute for the Advancement of Social Work Research International Psycho- Oncology Society International Society forTraumatic Stress Studies Society of Behavioral Medicine Society for Developmental and Behavioral Pediatrics Society for Public Health Education This issue of facts of life was supported by a special grant from the)ohn D and CatherineT. MacArthur Foundation. The Center for theAdvancement of Health is a health policy institute founded by the MacArthur and Nathan Cummings Foundations. it works to incorporate into standard health care those proven strategies that recognize and respond to how profoundly our attitudes, emotions, behaviors, social relations and economic status impact the onset of some diseases, the progression of many and the management of nearly all. Contace Richard Hebert, Communications Director —202- 387- 2829— rhebert @cfah_org ® Copyright 1998, Center for the Advancement of Health 0 + * * National Institute on Aging What's Y 01MAOT I.Q.? True False 1. Baby boomers are the fastest growing segment of the population. O ❑ 2. Families don't bother wiih their older relatives. ❑ ❑ 3. Everyone becomes confused or forgetful if they live long enough. ❑ ❑ 4. You can be too old to exercise. ❑ ❑ 5. Heart disease is a much bigger problem for older men than for ❑ ❑ older women. 6. The older you get, the less you sleep. ❑ ❑ 7. People should watch their weight as they age. ❑ ❑ 8. Most older people are depressed. Why shouldn't they be? ❑ D 9. There's no point in screening older people for cancer because O - ❑ they can't be treated. 10. Older people take more medications than younger people. ❑ D 11. People begin to lose interest in sex around age 55. D ❑ 12. If your parents had Alzheimer's'disease, you will inevitably get it. ❑ ❑ 13. Diet and exercise reduce the risk for osteoporosis. ❑ ❑ 14. As your body changes with age, so does your personality. ❑ D 15. Older people might as well accept urinary accidents as a fact of life. D ❑ 16. Suicide is mainly a problem for teenagers. ❑ - ❑ 17. Falls and injuries "just happen" to older people. ❑ D 18. Everybody gets cataracts. D ❑ 19. Extremes of heat and cold can be especially dangerous for D ❑ older people. 20. "You can't teach an old dog new tricks." ❑ ❑ Answers 1. False. There are more than 3 million Americans over the age of 85. That number is expected to quadruple by the year 2040, when there will be more than 12 million people in that age group. The population age 85 and older is the fastest growing age group in the U.S. 2 False. Most older people live close to their children and see them often. Many live with their spouses. An estimated 80 percent of men and 60 percent of women live in family settings.' Only 5 percent of the older population lives in nursing homes. 3. False. Confusion and serious forgetfulness in old age can be caused by Alzheimer's disease or other conditions that result in irreversible damage to the brain. But at least 100 other problems can bring on the same symptoms. A minor head injury, high fever, poornutrition, adverse drug reactions, and depression also can lead to confusion. These conditions are treatable, however, and the confusion they cause can be eliminated. 4. False. Exercise at any age can help strengthen the heart and lungs and lower blood pressure. It also can improve muscle strength and, if carefully chosen, lessen bone loss with age. See a physician before beginning anew exercise program. 5. False. The risk of heart disease increases dramatically forwomen after menopause. By age 65, both men and women have a one in three chance of showing symptoms. But risks can be significantly reduced by following a healthy diet and exercising. 6. False. In later life, it's the quality of sleep that declines, not total sleep time. Researchers have found that sleep tends to become more fragmented as people age. A number of reports suggest that older people are. less likely than younger people to stay awake throughout the day and that older people tend to take more naps than younger people. 7. True. Mostpeople gain weightas theyage. Because ofchangesin the bodyand decreasingphysical activity, older people usually need fewer calories. Still, a balanced diet is important. Older people require essential nutrients just likeyoungeradults. Youshouldbeconcerned about your weight if there has been an involuntary gain or loss of 10 pounds in the past 6 months. 8. False. Most older people are not depressed. When it does occur, depression is treatable throughout the life cycle using a variety of approaches, such as family support, psychotherapy, or antidepressant med- ications. Aphysician can determine whether the depression is caused by medication an older person might be taking, by physical illness, stress, or other factors. 9. False. Many olderpeople can beatcancer, especially if it's found early. Over half of all cancers occur in people 65 and older, which means that screening for cancer in this age group is especially important. 10. True. Older people often have a combination of conditions thatrequire drugs. Theyconsume 25 percent of all medications and can have many more problems with adverse reactions. Check with your doctor to make sure all drugs and dosages are appropriate. 11. False. Most olderpeople can lead an active, satisfying sex life. 12. False. The overwhelming number of people with Alzheimer's disease have not inherited the disorder. In a few families, scientists have seen an extremely high incidence of the disease and have identified genes in these families which they think may be responsible. 13. True. Women are atparticularriskforosteoporosis. They can help prevent bone loss by eating foods rich in calcium and exercising regularly throughoutlife. Foodssuchasmilkandother dairy products, dark green leafy vegetables, salmon, sardines, and tofu promote new bone growth. Activities such as walking, biking, and simple exercises to strengthen the upper body also can be effective. 14. False. Research has found that, except for the changes that can result from Alzheimer's disease and other forms of dementia, personality is one of the few constants of life. That is, you are likely to age much as you've lived. 15. False. Urinary incontinence is a symptom, not a disease_ Usually, it is caused by specific changes in bodyfunction thatcan resultfrom infection, diseases, pregnancy, or the use of certain medications. A variety of treatment options are available for people who seek medical attention. 16. False. Suicide is most prevalent among people age 65 and older. An older person's concern with suicide should be taken very seriously and professional help should be sought quickly. 17. False. Falls are the most common cause of injuries among people over age 65. But many of these injuries, which result in broken bones, can be avoided. Regular vision and hearing tests and good safety habits can help prevent accidents. Knowing whether your medi- cations affect balance and coordination also is a good idea. 18. False. Not everyone gets cataracts, although a great many older people do. Some 18 percent of people between the ages of 65 and 74 have cataracts, while more than 40 percent of those between 75 and 85 have the problem. Cataracts can be treated very successfully with surgery; more than 90 percent of people say they can see better after the procedure. 19. True. The body's thermostat tends to function less efficientlywith age, making the older person's body less able to adapt to heat or cold. 20. False. People at any age can learn new information and skills. Research indicates that older people can obtain new skills and improve old ones, including how to use a computer. The National Insti tute on Aging (NIA) is responsible for the "conduct and support of biomedical, social, and behavioral research, training, health information dissemination, and other programs with respect to the aging process and the diseases and other special problems and needs of the aged." To carry out its mission, the NIA engages in colla- borative activities with other NIH institutes and Federal agencies. Where appropriate, research is conducted through interventions and clinical trials. One component of the NIA is the Public Information Office, which plans and carries out a legislatively mandated information and education program for the general public, mass media, physicians and health care workers, other government agencies, and service organizations. The information office oversees the NIA Information Clearinghouse and the Alzheimer's Disease Education and Referral (ADEAR) Center. For more information on aging research or NIA publications, contact the Public Information Office at (301) 496 -1752. U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES Public Health Service National Institutes of Health October 1991 * U.S. Govcmmcnt Printing Office: 1991 - 281437140019 FQb -15 -99 05:44P Town of Carrboro 919 968 7737 P_01 TOWN OF CARRBORO NORTH CAROLINA FAX TRANSMITTAL PLANNING DEPARTMENT TO: u� t Dave Stancil FROM: Patricia J. McGuire, Land Use er DATE: February 15, 1999 SUBJECT: Inclusionary Housing/Small House Requirements Here is a copy of the agenda abstract for the Board of Aldermen review of this issue at their meeting next Tuesday night (February 23rd). I've included all the attachments to the abstract except for 14 pages of results of a survey of inclusionary housing programs in California that was attached to Alex Zatirron's memo but is not referenced. The available original copy of Alex Zaffron's memo is rather fuzzy and may not survive the electronic journey. Call me if you need a translator. Don't hesitate to call me if you have any questions or need other information. TOTAL NUMBER OF PAGES (including this sheet) = 9 Planning Department • Planning Division 301 West Main StrW, Carrboro, NC 27510 • (919) 968 -7714 • FAX (919) 968.7737 • TDD (919) 968 -7717 AN EQUAL OPPORTUNITY EMPLOYER Feb -15 -99 05:45P Town o`f carrrboro 919 968 7737 P_02 BOARD OF ALDERNMN ITEM NO. AGENDA ITEM ABSTRACT "Preliminary" MEETING DATE: Tuesday, February 23, 7999 SUBJECT: DISCUSSIONIREQUEST -TO -SET: Land Use Ordinance Amendment to require that developers provide some smaller houses I)EPATIAKNT: PLANNING I PUBLIC HI,;AItING: YES— NO x ATI'A(,'IIWENTS: WIZ INFORMA'NON CON1'A(:'I': A. Alex Zaffron memo re: Inclusionary Patricia McGuire -- 968 -7714 Housing Proposal for Carrboro Mike Brough -- 929 -3905 B. Mike Brough memo re: requiring some smaller houses in major subdivisions UIE FOLLOWING INI,'ORMATiON IS PRO IWI): (X) Purpose () Analysis (X) Summary () Action Requested (X) Recommendation PURPOSE To review an "An Ordinance Amending; the C;arrboro rand Use Ordinance to Require that at Least Twenty Percent of the Single Family Dwelling Units within any Residential Subdivision under a Special or Conditional Use Permit be 1,100 Square Feet or Less in Size." Should the Board of Aldermen decide to set a public hearing; to receive public comment on this ordinance, a recommended date is April 13, 1999. SUMMARY The 1998 Action Agenda included an Affordable Housing Goal. Four projects were listed as the means of achieving this goal. On August 25, 1998, the Board discussed a discussion paper on inclusionary zoning that had been prepared by Alderman Alex Zaffron. This paper included a proposal for a text amendment to require that 20 percent of all new residential dwellings units be limited in size to 1,100 square feet or less. The Board discussed the memo and directed Town Attorney, Mike Brough, to draft an ordinance as proposed by A'ldernlan Zaffron. Mr. though prepared a draft ordinance and submitted it to the Board of Aldermen on February 2, 1999. Feb -15 -99 05 :45P Town o'f Carrboro 919 968 7737 P_03 Discussion /Request -to-set LUO Amendment Requiring Some Smaller Houses Page 2 February 23,1999 Should the Board decide to proceed with implementing this change, a public hearing will need to be set and the draft ordinance referred to Orange County and the Advisory Boards. The Board may also wish to refer the draft ordinance to the Home Council, and the Orange County Community Housing Corporation. ANALYSIS See attached materials, including Alderman Zaffron's inclusionary Housing Proposal (_ and Mr. Brough's memorandum ( ). Mr. Brough's memo includes a draft ordinance that. would implement Alderman Laffron's proposal. RECOMMENDATTON The Administration recommends that the Board of Aldermen considers this issue and determines whether it wishes to set a public hearing on "An Ordinance Amending the Carrboro Land Use Ordinance to Require that at Least Twenty Percent of the Single Family Dwelling Units within any Residential Subdivision Approved Under a Special or Conditional Use Permit be 1,100 Square Feet or Less in Size." Should the Hoard decide to proceed and set a public hearing on this text amendment, the Administration recommends that the hearing be set for April 13, 1999 and that the ordinance be referred to advisory boards and Orange County for review. Feb -15 -99 05:45P Town of Carrbovo 919 968 7737 P_04 14 t-1 • Attachment A ALEX ZAI >;:RON [06 W CA SA ST -2 CARP,GORO, NC, 27510 Memo--Zz -- t_ To:•$oari! of aldermen Fr. Alderman AlexZ2tfron Rc: QiversitroffaffordabiO housing as Included In 97.98 action agenda AN INCLUSIONARY HOUSING PROPOSAL FOR CARRIDOW f. A FEW N01-ES ON INCLUSIONARY HOLIVNGIZONING POLICIES - inctusionary zoning/housing portcy" Is a term used to describe a series of mechanisms used by govern ments --c+ ally oiues'Ind counties to induce developers by incerdiive or Muifemerd to indude a percentage of moderately priced dwetrsngs in new developments. The application and structure of tndusionery housing requirements is generally regarded to have been Initiated by a series of court cases in New Jorsay in the 1970's. In these cases, the stete of NewJerszy fi,ed the town of Mount Laurel, claiming that d'S exclusionary zoning' ordinances "oh Imposed minimum iot4ze and dwelling -unit square footage MQuirOments eftectvely constituted a Public policy of disc urination against lower income residents and minorities thereby violating feral fair hotising guldefines. in the final case (NJ Y. Mount Laurel II) The court agreed with the s atc's posrl -ion and mauired the city of Mount Lt urel to rwmoVe It's exdus!Qnary por -ties, and hunther ordered that cemective measures be taken to ametlolate the past effecXs of Mount Laurel's poticies. The mechanism that w-2S devised Is an oWinance requiring developers In the cry to construct a cedAia peroentage of new dwstrrnns to be-.sold at or betow a specified price level. This mechanism, known as indusionary zoning iM9since bem adopted by other governments around the country to ttelp cotred the ell'ed of v6away Inflation of housing prices In Wet tented markets, most notalAy In California. 2. LOCAL APPLICATION: - Cincurnstadees in southern Orartigll County. and tastOOM and Chapel bill in pscticutar am si=r to those In other areas becoming poptflar witA t+etlrees aitif wealthy iknmipsarrts. Namely. tYtat demand for expensive. lt=ty housing has driven a patierr5'of inflation to housing costs vNc h has far outstripped the rise in other Irving costs And salaries. Aowrdir►Q to an sri;de in the Ne%l and Observer (3128198) the average sales price for homes Sold in January'96 in Ofange Cc -asmty was $213,319 -dhe ftighesl average In the Trlang!e. Ac-.;ording to figures putA'fs1hed by the Grange County Economic Development Comcnission, housing prices have risen over 1@QM over a V year period. This series of indicators makes southern Orange County an, ideal candidate for the impiernentation of an effective strategy to intervene in the markelplaoc to cool the Kationa.ti trend Feb -15 -99 05:45P Town of Carrbovo 919 968 7737 P.05 IMPLEMENTATION MEASURES: The ordinance I propose begins Nrilh 8 Cas: line formula that wiu require that dCvelo;>er construct a minimum of 20% of all new residential dwelling units within any develerx. :,; su`i. to a conditional-or special -use permit to be no greater than 1100 square feet per -unO, The figures described in the proposal were arrived at using the following reasoning: 1) ACC*rv,:.r to information circulating In the real estate community, dwarlin units In the aun.y arc w;;ina 2i a price roughly equivalent to St 00.00 per square toot. 2) According to Housing and Ur `an Development Department guidelines, the definition of an "affordable" homo, is one iha; can e= purchased by a household whose income i5 $0% or less than the Median hous-c&hold incoarre f -,- a family of four in the Metropolitan Statistical area. Using these guidelines. Q engs C4�-: ,,y Government figurers place the threshold of Wfordability" at *bOUI $104.000 p2Tune. -'C t!! squarb foot figure is a round figure which roughly meets that standard, and is reaso,:et -' compatible with many available floor plans for entry -level single family snits, 3? the 2_= proportionality simply reflects the upper limit of proportionality contained "tt-..in mos, inclusiorlary ordinances using price caps(Inclusionary Housing Programs: Poii•;�os arc, 2cticc:. Mallach. 1986.). VARIATIONS: I believe that there is some room for adjustment In the fioures(a.g. 25 -30% aRoraab�e proportionality, andfor a split requirement of - assuming a 20114 overall proportiona'.ity -" it a+. 1,100 sglft and 10% at 600 sq /ft to promote additional diversity) in the con;tru r�:on o' t':t finat ordinance. Possible other requirements could br that these 'affordable' unks may not be isola:a = : ,c-m t:.e remainder Of the development either visually or by Infrastructure, and that rusid ;;tts of 'affordable" units may out be precluded from full participation In, and acresa to any common facilities within the development and any activities associated Wth any homeowner' a$S*6360n a5SOCiatr4 with the deveioprnerni. The object of these peovisio�s to-& tz� ;,,even-t developers frorn "eating nelghboMoods which would serve to segregate resider c of incomes, Also Mentioned has been the Idea of mandating that "affordable" units may be cons;ruaz—! iv *, a minimum numbor of bedrooms to prevent developers from effie ing `Student' apart ments _o meet the requirements. While there may be some problems with this idea, there may t-f a war to incorporate such a mechanism d, EFRECTWENESS- Anyone wtio says that any piece of legislation is guaranteed to produce art of ttie resu'ts is eitfler footish ordisingenuous. As such t do not propose that the ordinance prcposec .e-e Ls a panacea for our housing dilemma. *i do believe, however that such a measure vii! e,nsU a :ar greaterlevel of divet34iy in new housing than we have experienced in past de—'{65, an-= • :; s wrill significantly broaden housing opportunities for a wider range of resid9r►ts many other market cori;rois. Stich a measure, by discouraging cxtri:sivity a.)d r^:.. W, r _- types may serve to help rnoa:ra(e tnc g^eieral inlationary trend in Feb -15 -99 05:46P Town of Carrboro 919 968 7737 P.06 3. STRATEGIES AND OBSTACLES t_cwAl govemrnenis have br:en struggling with the issue of how to restore the provision of a more balanced stock of housing with limited results: Non pmrd organizations have produced some afYordabic units wfih some government participation; orange County offers a very limited density bonus to developers for the pr'ovLion of some housing at lower prices which has yielded no.ctnits to dale. 11t►hile both Carrboro and Chapel Kill have exoressed lriterest in pursuing conven(lonal incluSionary housing policies, $ has been opined that NOW) Carolina statuto doe$ not allow local governments to directly impose controls on Rousing prices_ As a result, on several occasions Chapel Hill and Carrl<oro have included neauests for enabling legislation in annual legislative action packages. In all cases, these fegaests have been summarily rejected. It is generally believed that such Ieglsfation would be. stridently oppoorpd h)�.(he Homebuilders Mvwciation and olner development lobbying Interests. As a rpsulL, I began a tine of inquiry to detormine "other local govemments might be able to utilize another mechanism within currently allowed authority to achieve an effect similar to that produced by traditional Inclusionary toning ordinances. After .sortie researeh, it seemed that the best approach would be to attempt to use an Indexing system that was most closely-related to the unit cost of new dwelling units which Could be regulated under local govemment's authority to regulate land use. In the mai estate industry, a common tenchmark for dascnbipg unit housing Costs Is t0 descn'b-e the cost per square foot of dwelling units. tltitizino this benchmark in combin-ation vn"th Common. sense ot*ervation shows that larger home$ sell for greater prices than smalterdwellins. As such, It wom1d appear that a logical approach may be to ernptoy prMisely the same mechanism es Mount Lautei s erstwi.ile exoustonary zoning ordinances in reverse, 'fo wit, to pace a limit orb maximum allowable square footage per dwelling unit for a percentage of new units in each new pertnitted development. Such regulation should then be indexed to a reliable indicator of prevailing median salaries and mandated cap$ dos�gned to fit accepted descriptions of 'afl'otdable' housing, using the prevailing per-square foot unit cost. As a result, we have made inquiries of the Town Attorney regarding the Towns regal ability to use such a mechanism. In correspondence and testimony berore the Board, the attorney has opined that these regulatory measures would tall tinder the town's authority to regulate land use, and within that cont®xL the authorhy to regulate configuration and size of bulldings placed on deretoping properties, Given the information presented. I propose that we consider the following: Feb -15 -99 05 :46P Town of Carrboro 919 968 7737 P.07 Attachment B Memorandum to: Carrboro Mayor and Board of Aldermen From: Michael B. Brough 00 Subject: Ordinance Requiring Developers to Provide Some Smaller Houses Date: February 2, 1999 Attached is the first draft of an ordinance requested by the Board some time ago. (I apologize for taking so long to produce it). The draft has not been reviewed by the staff and is truly just a first draft. Nevertheless, t wanted to get it into your hands since I have already been contacted by a reporter about it. In this initial draft, I have opted for a simple approach, requiring that at least 20% of the new homes in covered subdivisions contain not more than 1,100 square feet of heated floor space. The ordinance could be drafted to require varying percentages of different size homes if the Board so desires. Note that the ordinance applies to all subdivided developments of more than four lots, including townhome developments where the homes are sold. In fact, it is likely that many developers would construct townhomes to comply with the provisions of this amendment. Note also that the ordinance does not apply to multi - family projects that are not subdivided (i.e. rental apartment projects). The main reason is that such projects have typically provided a significant number of smaller units without a regulatory requirement. Most of the provisions of the amendment are sett' explanatory, but two deserve some comment. First, the second sentence of subsection (e) makes clear that, once a size- limited unit is sold by the developer or builder, then the purchaser is not prohibited from expanding the home after one year. The one year period is designed to assure that the expansion is undertaken by a retail purchaser, rather than a builder. Second, subsection (f) exempts the conversion into "for sale" townhomes of townhomes that have previously been rented for at feast three years. 1 have some doubt based upon existing case law that the town could prevent such conversion, and again, townhome projects typically provide a substantial percentage of units containing 1,100 square feet or less. The staff and I will await the Board's direction as to how to proceed with this ordinance. Feb -15 -99 05:46P Town of Carrboro 919 968 7737 P.08 DRAFT 2 -1 -99 AN ORDINANCE AMENDING THE CARRBORO LAND USE ORDINANCE TO REQUIRE THAT AT LEAST TWENTY PERCENT OF THE SINGLE FAMILY DWELLING UNITS WITHIN ANY RESIDENTIAL SUBDIVISION APPROVED UNDER A SPECIAL OR CONDITIONAL USE PERMIT BE 1,100 SQUARE FEET OR LESS IN SIZE_ THE BOARD OF ALDERMEN OF TILE TOWN OF CARRBORO ORDAINS: Section 1. Article XII of the C:arrboro Land Use Ordinance is amended by adding a new Section 15 -188 to read as follows: Section 15 -188 Restrictions Designed to Mandate the Construction of Some Smaller Single Family Homes (a) The Board finds that: (1) Construction of new, single- i'amily homes within the town's planning jurisdiction in recent years has been limited almost exclusively to homes that exceed 1,500 square feet in heated floor area and that sell for prices in excess of $ 175,000; (2) it is in the public interest to have available within the town's planning jurisdiction a diversity of new housing stock such that at least some newly constructed single - family homes are potentially affordable to families other than those in the highest income brackets; (3) The objective of providing some diversity in terms of the affordability of new housing stock within the town's planning jurisdiction as described above can be advanced by mandating that a certain percentage of the homes within new subdivisions be limited to not more than 1,100 square feet in heated floor area. (b) Subject to the remaining provisions of this section, every residential subdivision containing live or more lots shall be developed in such a manner that at least twenty percent of the dwelling units constructed within such subdivision contain not more than 1,100 square feet of heated floor area at the time such units are initially conveyed_ Such units shall be referred to in this section as "size- limited units." (c) The number of dwelling units that can be constructed within an architecturally integrated subdivision is determined at the time the subdivision final plat is approved. With respect to residential subdivisions other than architecturally integrated subdivisions, each lot that is large enough for only a single Feb -15 -99 05:46P Town of Carrboro 919 968 7737 P.09 dwelling unit or that is limited by restrictive covenants to development only with a single dwelling unit shall be deemed to house one single- family detached dwelling unit. Lots that are large enough to accommodate more than one dwelling unit and are not so limited by restrictive covenants shall be deemed to house the largest number of duplex or multifamily units that could be approved under this chapter. The minimum number of size - limited units shall then be determined by multiplying the maximum number of dwelling units permissible within the subdivision as determined herein by 0.20 (resulting fractions shall be dropped). (c�) The developer's plans submitted with the application for a special or conditional use permit shall indicate which lots the developer proposes to develop with a size - limited unit. The subdivision final plat shall indicate clearly each lot on which a size- limited unit must be constructed, and, subject to the provisions of subsection (e), purchasers of such lots shall be bound by the limitation. (e) No zoning or building permit may be issued for the construction of any dwelling unit on any lot that has been designated as a lot on which a size - limited unit must be constructed unless the dwelling conforms to the limitations of this section. Notwithstanding the foregoing, this section shall not prevent the purchaser of any size- limited unit, or any successor to such purchaser, from enlarging the dwelling unit at any time following one year after the issuance of the initial certificate of occupancy for the unit. (f) This section shall not apply to any subdivision where each of the lots so created contains on the date the final plat is approved a dwelling unit for which a certificate of occupancy had been issued at least three years prior to the date of final plat approval. Nor shall this section apply to modifications of previously approved subdivisions. (g) Size - limited units may not be located apart from the remainder of the subdivision in any manner designed to isolate such units or discourage the residents of such units from full participation in the enjoyment of all facilities and common properties available to other residents of the subdivision. Section 2. All provisions of any town ordinance in conflict with this ordinance are repealed. Section 3. This ordinance shall become effective upon adoption, except that its provisions shall not apply to any subdivision with respect to which a completed application was accepted, and the fees paid, prior to the date of adoption.